Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 69 |
Citadel Advisors | 23 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 55 |
JANE STREET GROUP, LLC | 11 | 2 | 0.00% | 0.00% | 0.04% | Q1 2017 | Q3 2023 | 39 |
LPL Financial LLC | 27 | 27 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 33 |
CITIGROUP INC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 31 |
UBS Group AG | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 29 |
MORGAN STANLEY | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 27 | 27 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 27 |
Creative Planning | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Cutler Group LLC / CA | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 27 |
SOL Capital Management CO | 27 | 27 | 0.65% | 1.12% | 1.32% | Q1 2017 | Q3 2023 | 27 |
BARCLAYS PLC | 14 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 26 |
ROYAL BANK OF CANADA | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Cambridge Investment Research Advisors, Inc. | 25 | 25 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 25 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 25 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Janney Montgomery Scott LLC | 22 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 25 |
WELLS FARGO & COMPANY/MN | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Geneos Wealth Management Inc. | 25 | 25 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 25 |
River Wealth Advisors LLC | 25 | 25 | 0.10% | 0.21% | 0.32% | Q3 2017 | Q3 2023 | 25 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Stratos Wealth Partners, LTD. | 25 | 25 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 25 |
RAYMOND JAMES & ASSOCIATES | 25 | 25 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 25 |
OPPENHEIMER & CO INC | 25 | 25 | 0.01% | 0.03% | 0.10% | Q3 2017 | Q3 2023 | 25 |
AlphaMark Advisors, LLC | 25 | 25 | 0.00% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 25 |
Cetera Advisor Networks LLC | 24 | 24 | 0.02% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Cetera Advisors LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
STIFEL FINANCIAL CORP | 14 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
WEDBUSH SECURITIES INC | 24 | 24 | 0.02% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
SPC Financial, Inc. | 19 | 5 | 0.06% | 0.10% | 0.14% | Q3 2017 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Glassman Wealth Services | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 22 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 24 |
JPMORGAN CHASE & CO | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Bogart Wealth, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Mirae Asset Global Investments Co., Ltd. | 23 | 23 | 0.00% | 0.04% | 0.22% | Q1 2018 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 23 |
MCMILLION CAPITAL MANAGEMENT INC | 23 | 23 | 0.15% | 1.37% | 2.31% | Q4 2017 | Q2 2023 | 23 |
Private Advisor Group, LLC | 23 | 23 | 0.00% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 23 |
BNP PARIBAS FINANCIAL MARKETS | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Nan Shan Life Insurance Co., Ltd. | 23 | 23 | 0.02% | 0.25% | 0.53% | Q1 2018 | Q3 2023 | 23 |
Clearwater Capital Advisors, LLC | 23 | 23 | 0.19% | 0.79% | 1.28% | Q1 2018 | Q3 2023 | 23 |
BANK OF MONTREAL /CAN/ | 21 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Advisory Services Network, LLC | 12 | 11 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2023 | 23 |
Private Ocean, LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Moors & Cabot, Inc. | 23 | 23 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Rafferty Asset Management, LLC | 22 | 22 | 0.04% | 0.12% | 0.31% | Q2 2018 | Q3 2023 | 22 |
Endurance Wealth Management, Inc. | 22 | 22 | 0.24% | 0.47% | 0.66% | Q1 2018 | Q2 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 22 |
CWM, LLC | 14 | 8 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
Greenwich Wealth Management LLC | 21 | 21 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Destination Wealth Management | 11 | 10 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 21 |
TD Capital Management LLC | 16 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 20 | 1 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 21 |
TOTH FINANCIAL ADVISORY CORP | 18 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
Simmons Bank | 21 | 21 | 0.03% | 0.08% | 0.23% | Q4 2017 | Q4 2022 | 21 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
SIGNATUREFD, LLC | 11 | 10 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
Focused Wealth Management, Inc | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q3 2022 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Kessler Investment Group, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Financial Engines Advisors L.L.C. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Keystone Financial Group | 11 | 1 | 0.04% | 0.09% | 0.18% | Q1 2018 | Q3 2023 | 20 |
FIRST MANHATTAN CO. LLC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 20 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 20 | 20 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q3 2022 | 20 |
Tower Research Capital LLC (TRC) | 13 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.32% | 0.47% | 0.70% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.01% | 0.07% | 0.14% | Q3 2017 | Q2 2022 | 20 |
Baird Financial Group, Inc. | 19 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Fisher Asset Management, LLC | 17 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 20 |
NWI MANAGEMENT LP | 19 | 19 | 0.55% | 1.92% | 3.44% | Q1 2018 | Q3 2022 | 19 |
CREDIT SUISSE AG/ | 19 | 19 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q1 2023 | 19 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 19 | 19 | 0.77% | 2.21% | 4.09% | Q1 2019 | Q3 2023 | 19 |
US BANCORP \DE\ | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.01% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 19 |
EQUITABLE TRUST CO | 19 | 19 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
HUNTINGTON NATIONAL BANK | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Wealthcare Advisory Partners LLC | 11 | 4 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 19 |
DEUTSCHE BANK AG\ | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 18 |
Winch Advisory Services, LLC | 18 | 18 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2023 | 18 |
Rockefeller Capital Management L.P. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
American Research & Management Co. | 10 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2022 | 17 |
CIBC WORLD MARKET INC. | 12 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 17 |
STEPHENS INC /AR/ | 10 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2022 | 17 |
REGIONS FINANCIAL CORP | 13 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 17 |
Larson Financial Group LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
TCI Wealth Advisors, Inc. | 16 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2022 | 17 |
GM Advisory Group, LLC | 17 | 17 | 0.03% | 0.10% | 0.20% | Q1 2018 | Q1 2022 | 17 |
EXANE DERIVATIVES | 17 | 17 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q2 2022 | 17 |
HighTower Advisors, LLC | 13 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.00% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2023 | 17 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Carroll Financial Associates, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 16 |
Baystate Wealth Management LLC | 10 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Edge Wealth Management LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 16 |
AMERIPRISE FINANCIAL INC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 2 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 16 |
Sterling Investment Advisors, Ltd. | 15 | 1 | 0.02% | 0.05% | 0.13% | Q4 2018 | Q3 2023 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 14 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 16 |
MEITAV INVESTMENT HOUSE LTD | 10 | 1 | 0.00% | 0.51% | 2.59% | Q4 2017 | Q2 2023 | 16 |
Kistler-Tiffany Companies, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 16 |
Frisch Financial Group, Inc. | 16 | 16 | 0.13% | 0.26% | 0.42% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Fieldpoint Private Securities, LLC | 9 | 7 | 0.00% | 0.06% | 0.28% | Q2 2018 | Q2 2022 | 16 |
BESSEMER GROUP INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Ancora Advisors LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.35% | 0.58% | 0.90% | Q1 2020 | Q3 2023 | 15 |
Financial Advocates Investment Management | 11 | 4 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 15 |
Archford Capital Strategies, LLC | 15 | 15 | 0.07% | 0.12% | 0.22% | Q1 2020 | Q3 2023 | 15 |
FRG Family Wealth Advisors LLC | 7 | 1 | 0.04% | 0.18% | 0.47% | Q1 2018 | Q2 2023 | 15 |
Avestar Capital, LLC | 8 | 7 | 0.01% | 0.22% | 1.17% | Q4 2017 | Q1 2022 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.11% | 0.70% | Q1 2018 | Q1 2022 | 15 |
Psagot Value Holdings Ltd. | 15 | 15 | 0.00% | 0.25% | 0.60% | Q1 2018 | Q3 2021 | 15 |
Parallel Advisors, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 14 |
Ballentine Partners, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
DUNCKER STREETT & CO INC | 8 | 6 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2022 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 14 |
Gemmer Asset Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 14 | 14 | 0.01% | 0.04% | 0.11% | Q2 2018 | Q3 2021 | 14 |
MBM Wealth Consultants, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 14 |
CreativeOne Wealth, LLC | 14 | 14 | 0.07% | 0.12% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Princeton Global Asset Management LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Banque Cantonale Vaudoise | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
GFS Advisors, LLC | 13 | 13 | 0.15% | 0.20% | 0.25% | Q3 2020 | Q3 2023 | 13 |
One Charles Private Wealth Services, LLC | 10 | 3 | 0.22% | 0.52% | 1.52% | Q4 2019 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 13 |
GeoWealth Management, LLC | 12 | 1 | 0.01% | 0.06% | 0.29% | Q2 2020 | Q3 2023 | 13 |
Snowden Capital Advisors LLC | 12 | 1 | 0.01% | 0.14% | 0.36% | Q3 2017 | Q4 2021 | 13 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Prestige Wealth Management Group LLC | 13 | 13 | 0.00% | 0.36% | 0.75% | Q3 2020 | Q3 2023 | 13 |
NOTTINGHAM ADVISORS, INC. | 11 | 2 | 0.03% | 0.91% | 1.74% | Q2 2019 | Q1 2023 | 13 |
Qube Research & Technologies Ltd | 8 | 5 | 0.00% | 0.03% | 0.14% | Q4 2019 | Q3 2023 | 13 |
Ironsides Asset Advisors, LLC | 7 | 6 | 0.16% | 0.24% | 0.49% | Q4 2017 | Q3 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
IHT Wealth Management, LLC | 9 | 1 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 13 |
New England Private Wealth Advisors LLC | 7 | 5 | 0.06% | 0.37% | 1.34% | Q3 2017 | Q2 2022 | 12 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
AllSquare Wealth Management LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FRANKLIN RESOURCES INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Sandy Spring Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Harvest Fund Management Co., Ltd | 10 | 2 | 0.02% | 0.08% | 0.22% | Q2 2017 | Q3 2023 | 12 |
Advisor Group, Inc. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q4 2019 | 12 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Smithfield Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
New Capital Management LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
3D/L Capital Management, LLC | 12 | 12 | 0.00% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 12 |
TCG Advisory Services, LLC | 12 | 12 | 0.13% | 0.26% | 0.47% | Q4 2020 | Q3 2023 | 12 |
TimeScale Financial, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.05% | 0.23% | 0.33% | Q4 2020 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.06% | 0.15% | Q3 2018 | Q4 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.03% | 0.10% | 0.24% | Q4 2020 | Q3 2023 | 12 |
1832 Asset Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Lowe Wealth Advisors, LLC | 10 | 2 | 0.00% | 0.05% | 0.22% | Q1 2018 | Q4 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
WealthBridge Capital Management, LLC | 10 | 1 | 0.11% | 0.29% | 0.45% | Q2 2020 | Q3 2023 | 11 |
Belpointe Asset Management LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q2 2023 | 11 |
ALTFEST L J & CO INC | 11 | 11 | 0.07% | 0.28% | 1.16% | Q4 2018 | Q2 2021 | 11 |
Sowell Financial Services LLC | 10 | 1 | 0.00% | 0.03% | 0.09% | Q3 2019 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
PINNACLE ASSOCIATES LTD | 11 | 11 | 0.01% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 11 |
CWA Asset Management Group, LLC | 11 | 11 | 0.06% | 0.10% | 0.15% | Q3 2017 | Q1 2020 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 0.04% | 0.15% | 0.59% | Q1 2021 | Q3 2023 | 11 |
Close Asset Management Ltd | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Levy Wealth Management Group, LLC | 11 | 11 | 0.06% | 0.13% | 0.20% | Q4 2020 | Q2 2023 | 11 |
Sound Income Strategies, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 11 |
RPG Investment Advisory, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 11 |
Solstein Capital, LLC | 11 | 11 | 0.04% | 0.07% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Burt Wealth Advisors | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 11 |
PARK AVENUE SECURITIES LLC | 8 | 3 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2019 | 11 |
TRUIST FINANCIAL CORP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
Main Management LLC | 11 | 11 | 0.01% | 0.04% | 0.11% | Q2 2020 | Q4 2022 | 11 |
3D ASSET MANAGEMENT, INC | 10 | 10 | 0.06% | 0.10% | 0.17% | Q2 2018 | Q3 2020 | 10 |
EVOKE WEALTH, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Wealthspire Advisors, LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Elite Wealth Management, Inc. | 7 | 3 | 0.02% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 10 |
First Allied Advisory Services, Inc. | 9 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2020 | 10 |
Miracle Mile Advisors, LLC | 9 | 1 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q2 2023 | 10 |
JNBA Financial Advisors | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Private Portfolio Partners LLC | 5 | 5 | 0.06% | 0.16% | 0.35% | Q4 2018 | Q4 2021 | 10 |
HSBC HOLDINGS PLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 10 |
REILLY FINANCIAL ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
HighMark Wealth Management LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Wealth Management Advisory Group, LLC | 10 | 10 | 0.07% | 0.21% | 0.54% | Q2 2021 | Q3 2023 | 10 |
Community Bank, N.A. | 8 | 2 | 0.01% | 0.23% | 0.38% | Q3 2019 | Q1 2023 | 10 |
GREENWOOD CAPITAL ASSOCIATES LLC | 4 | 1 | 0.06% | 0.44% | 1.24% | Q1 2019 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HBW ADVISORY SERVICES LLC | 5 | 1 | 0.05% | 0.08% | 0.14% | Q3 2020 | Q3 2023 | 10 |
Bison Wealth, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.42% | 0.46% | 0.57% | Q3 2021 | Q3 2023 | 9 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.03% | 0.10% | Q2 2017 | Q2 2022 | 9 |
StoneX Group Inc. | 6 | 3 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 9 |
Lee Financial Co | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Migdal Insurance & Financial Holdings Ltd. | 5 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q4 2021 | 9 |
BECK CAPITAL MANAGEMENT, LLC | 7 | 2 | 0.27% | 2.05% | 3.22% | Q1 2017 | Q2 2019 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 9 |
BANK HAPOALIM BM | 9 | 9 | 0.04% | 0.16% | 0.45% | Q1 2020 | Q1 2022 | 9 |
Willingdon Wealth Management | 9 | 9 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q1 2020 | 9 |
B. Riley Wealth Advisors, Inc. | 6 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q2 2023 | 9 |
PEAK6 Investments LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 9 |
Compagnie Lombard Odier SCmA | 7 | 2 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 9 |
EXENCIAL WEALTH ADVISORS, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Ruggie Capital Group | 9 | 9 | 0.05% | 0.53% | 1.99% | Q4 2017 | Q4 2019 | 9 |
Western Wealth Management, LLC | 4 | 2 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 9 |
Aptus Capital Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
EPG Wealth Management LLC | 5 | 1 | 0.01% | 0.05% | 0.18% | Q1 2020 | Q3 2023 | 9 |
PFG Advisors | 6 | 3 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 9 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.02% | 0.09% | Q1 2018 | Q3 2022 | 9 |
Avitas Wealth Management LLC | 6 | 3 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q4 2021 | 9 |
RPg Family Wealth Advisory, LLC | 5 | 4 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2020 | 9 |
Front Row Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 9 |
Ahrens Investment Partners LLC | 5 | 1 | 0.01% | 0.20% | 0.51% | Q3 2017 | Q1 2023 | 9 |
Advisory Alpha, LLC | 4 | 1 | 0.00% | 0.07% | 0.18% | Q1 2019 | Q2 2022 | 9 |
Main Management ETF Advisors, LLC | 8 | 8 | 0.56% | 0.63% | 0.73% | Q1 2021 | Q4 2022 | 8 |
Pacific Center for Financial Services | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
Strategic Wealth Management Group, LLC | 8 | 8 | 0.21% | 0.36% | 0.50% | Q3 2019 | Q2 2021 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.40% | 0.52% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Financial Group, LLC / IL | 8 | 8 | 0.36% | 0.48% | 0.81% | Q4 2021 | Q3 2023 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q1 2022 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
Total Clarity Wealth Management, Inc. | 7 | 1 | 0.00% | 0.25% | 0.42% | Q2 2020 | Q2 2022 | 8 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 8 | 8 | 0.35% | 1.23% | 2.89% | Q4 2021 | Q3 2023 | 8 |
Westside Investment Management, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Stelac Advisory Services LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 8 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.05% | 0.14% | 0.25% | Q2 2018 | Q2 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.10% | 0.20% | 0.32% | Q4 2021 | Q3 2023 | 8 |
WASHINGTON TRUST Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Koshinski Asset Management, Inc. | 3 | 2 | 0.04% | 0.31% | 0.70% | Q3 2017 | Q1 2020 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Mutual Advisors, LLC | 6 | 2 | 0.01% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 8 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 8 |
FAGAN ASSOCIATES, INC. | 8 | 8 | 0.16% | 0.31% | 0.60% | Q1 2018 | Q4 2019 | 8 |
AMG National Trust Bank | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 8 |
DAVENPORT & Co LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 8 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
FAS Wealth Partners, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
American Financial Network Advisory Services LLC | 8 | 8 | 0.06% | 0.49% | 0.80% | Q4 2017 | Q3 2019 | 8 |
Edgemoor Investment Advisors, Inc. | 7 | 1 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 8 |
Lattice Capital Management, LLC | 8 | 8 | 0.03% | 0.14% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Aspire Private Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
OPTIMUM INVESTMENT ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Emerald Advisors, LLC | 8 | 8 | 0.09% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
North Star Investment Management Corp. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 7 |
Game Plan Financial Advisors, LLC | 6 | 1 | 0.55% | 1.29% | 1.75% | Q1 2020 | Q4 2021 | 7 |
Global Trust Asset Management, LLC | 4 | 1 | 0.03% | 0.18% | 0.30% | Q4 2017 | Q2 2023 | 7 |
FLOW TRADERS U.S. LLC | 3 | 2 | 0.01% | 0.08% | 0.15% | Q1 2021 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
PRUDENTIAL FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Black Swift Group, LLC | 7 | 7 | 0.00% | 0.35% | 0.96% | Q3 2017 | Q1 2019 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Gladstone Institutional Advisory LLC | 4 | 1 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q1 2023 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2021 | 7 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 7 | 7 | 0.11% | 0.14% | 0.19% | Q3 2021 | Q1 2023 | 7 |
Mascoma Wealth Management LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q4 2020 | 7 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.08% | 0.19% | Q2 2017 | Q4 2022 | 7 |
MMBG INVESTMENT ADVISORS CO. | 4 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
Gerber Kawasaki Wealth & Investment Management | 7 | 7 | 0.02% | 0.09% | 0.17% | Q4 2020 | Q2 2022 | 7 |
Intercontinental Wealth Advisors, LLC | 7 | 7 | 0.06% | 0.08% | 0.11% | Q1 2021 | Q3 2022 | 7 |
BlueCrest Capital Management Ltd | 5 | 2 | 0.00% | 0.04% | 0.13% | Q3 2020 | Q2 2023 | 7 |
Capital Asset Advisory Services LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 7 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 7 |
SITTNER & NELSON, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Prime Capital Investment Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q2 2023 | 7 |
Rainier Group Investment Advisory LLC | 5 | 2 | 0.09% | 0.12% | 0.14% | Q3 2017 | Q3 2020 | 7 |
Edelman Financial Services, LLC | 7 | 7 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q4 2018 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Versant Capital Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2022 | 7 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.02% | 0.14% | 0.29% | Q2 2018 | Q1 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
RMR Wealth Builders | 2 | 1 | 0.01% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 6 |
Gruss & Co., LLC | 6 | 6 | 0.48% | 1.81% | 2.46% | Q3 2017 | Q4 2018 | 6 |
Kingsview Wealth Management, LLC | 2 | 1 | 0.01% | 0.08% | 0.29% | Q1 2018 | Q3 2023 | 6 |
Moisand Fitzgerald Tamayo, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 3 | 0.00% | 0.07% | 0.24% | Q3 2021 | Q3 2023 | 6 |
LFA - Lugano Financial Advisors SA | 5 | 1 | 0.01% | 0.53% | 2.39% | Q2 2018 | Q4 2019 | 6 |
TAP Consulting, LLC | 4 | 1 | 0.02% | 0.63% | 1.06% | Q1 2019 | Q4 2021 | 6 |
DIVIDEND ASSETS CAPITAL, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 6 |
Bay Harbor Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q1 2023 | 6 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.08% | 0.39% | Q1 2019 | Q3 2020 | 6 |
Csenge Advisory Group | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 6 |
McCarthy Grittinger Financial Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Professional Financial Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Ranch Capital Advisors Inc. | 6 | 6 | 0.19% | 0.26% | 0.34% | Q3 2020 | Q4 2021 | 6 |
VAN ECK ASSOCIATES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 2 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q2 2022 | 6 |
PRUDENTIAL PLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Indie Asset Partners, LLC | 6 | 6 | 0.21% | 0.45% | 0.62% | Q4 2020 | Q1 2022 | 6 |
Simplicity Wealth,LLC | 5 | 5 | 0.31% | 1.08% | 1.84% | Q3 2022 | Q3 2023 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
QUADRANT CAPITAL GROUP LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2019 | 5 |
Triumph Capital Management | 4 | 1 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 5 |
DELTEC ASSET MANAGEMENT LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2017 | Q3 2018 | 5 |
Pekin Hardy Strauss, Inc. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Newbridge Financial Services Group, Inc. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.06% | 0.16% | Q3 2021 | Q1 2022 | 5 |
Mosaic Family Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
YHB Investment Advisors, Inc. | 5 | 5 | 0.15% | 0.16% | 0.18% | Q4 2018 | Q4 2019 | 5 |
Eagle Strategies LLC | 4 | 1 | 0.16% | 0.23% | 0.32% | Q2 2022 | Q3 2023 | 5 |
Clear Creek Financial Management, LLC | 5 | 5 | 0.09% | 0.12% | 0.14% | Q2 2019 | Q2 2020 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.03% | 0.05% | 0.14% | Q1 2021 | Q1 2022 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
M Holdings Securities, Inc. | 4 | 1 | 0.02% | 0.06% | 0.09% | Q2 2019 | Q1 2021 | 5 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 1 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2020 | 5 |
BANK OF NOVA SCOTIA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Financial Management Professionals, Inc. | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Perennial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Charles Schwab Trust Co | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q4 2021 | 5 |
HOWE & RUSLING INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Horan Securities, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 5 |
Resurgent Financial Advisors LLC | 4 | 1 | 0.06% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 5 |
Integrated Wealth Concepts LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 5 |
Anchor Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 5 |
CAHILL FINANCIAL ADVISORS INC | 3 | 2 | 0.08% | 0.10% | 0.11% | Q2 2018 | Q4 2019 | 5 |
BB&T SECURITIES, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 5 |
SCOTIA CAPITAL INC. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 5 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 5 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
SIMON QUICK ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Andesa Financial Management Inc. | 4 | 4 | 0.52% | 1.67% | 2.41% | Q4 2017 | Q3 2018 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 4 |
Live Your Vision, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q2 2023 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Owen LaRue, LLC | 4 | 4 | 0.24% | 0.44% | 0.89% | Q4 2022 | Q3 2023 | 4 |
Centerpoint Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Stiles Financial Services Inc | 2 | 2 | 0.10% | 0.11% | 0.13% | Q4 2021 | Q4 2022 | 4 |
Quantitative Advantage, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2022 | 4 |
Portfolio Strategies, Inc. | 3 | 1 | 0.51% | 2.90% | 6.76% | Q4 2017 | Q3 2023 | 4 |
WESPAC Advisors, LLC | 4 | 4 | 0.82% | 0.99% | 1.17% | Q3 2017 | Q2 2018 | 4 |
Blue Trust, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.00% | 2.12% | 8.45% | Q4 2017 | Q3 2018 | 4 |
Laffer Tengler Investments, Inc. | 4 | 4 | 0.05% | 0.09% | 0.16% | Q1 2022 | Q4 2022 | 4 |
Hudock, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.06% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
USCA RIA LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q3 2018 | 4 |
Vestcor Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Lido Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Allworth Financial LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.18% | 0.61% | 0.99% | Q4 2022 | Q3 2023 | 4 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 4 |
BROWN BROTHERS HARRIMAN & CO | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q4 2021 | 4 |
PICTET BANK & TRUST Ltd | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2017 | Q3 2018 | 4 |
All Season Financial Advisors, Inc. | 3 | 1 | 0.30% | 0.38% | 0.44% | Q2 2021 | Q2 2023 | 4 |
Global Financial Private Capital, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.04% | 0.11% | 0.16% | Q2 2019 | Q4 2019 | 3 |
L & S Advisors Inc | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q3 2018 | 3 |
SENTINEL TRUST CO LBA | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Bank Pictet & Cie (Europe) AG | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Strategic Wealth Partners, Ltd. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 3 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
WFA Asset Management Corp | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Roble, Belko & Company, Inc | 3 | 3 | 0.06% | 0.09% | 0.10% | Q4 2019 | Q2 2020 | 3 |
Allianz Asset Management GmbH | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2018 | 3 |
Axiom Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 3 |
Elevated Capital Advisors, LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q3 2020 | Q1 2021 | 3 |
Alpha Cubed Investments, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Castle Rock Wealth Management, LLC | 3 | 3 | 1.41% | 1.82% | 2.40% | Q4 2017 | Q2 2018 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 3 |
Valeo Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
Windmill Hill Asset Management Ltd | 3 | 3 | 0.25% | 0.76% | 1.10% | Q1 2023 | Q3 2023 | 3 |
Tacita Capital Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
IFG Advisory, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Neuberger Berman Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
Winfield Associates, Inc. | 3 | 3 | 0.12% | 0.13% | 0.13% | Q2 2020 | Q4 2020 | 3 |
Nikulski Financial, Inc. | 3 | 3 | 1.72% | 1.95% | 2.12% | Q4 2017 | Q2 2018 | 3 |
Insight Advisors, LLC/ PA | 3 | 3 | 0.05% | 0.14% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 3 |
Precision Wealth Strategies, LLC | 2 | 1 | 0.19% | 0.23% | 0.27% | Q1 2022 | Q4 2022 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Old North State Trust, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Firestone Capital Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Financial Architects, Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 3 |
Essex Financial Services, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
TRUEWEALTH LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Coston, McIsaac & Partners | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Powell Investment Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
JDM Financial Group LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Clark Capital Management Group, Inc. | 2 | 1 | 0.09% | 0.11% | 0.12% | Q3 2021 | Q2 2023 | 3 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 2 |
Lee Financial Group Hawaii, Inc. | 2 | 2 | 4.21% | 4.23% | 4.24% | Q2 2023 | Q3 2023 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Ally Invest Advisors Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.36% | 0.67% | 0.98% | Q4 2021 | Q3 2023 | 2 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 2 |
Trek Financial, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
One Capital Management, LLC | 2 | 2 | 0.05% | 0.11% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Granite Bay Wealth Management, LLC | 2 | 2 | 2.77% | 2.95% | 3.14% | Q2 2023 | Q3 2023 | 2 |
Sigma Planning Corp | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BerganKDV Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.12% | 0.38% | 0.64% | Q3 2020 | Q4 2020 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Waterloo Capital, L.P. | 2 | 2 | 0.08% | 0.24% | 0.41% | Q1 2023 | Q2 2023 | 2 |
ASB Consultores, LLC | 2 | 2 | 0.32% | 0.39% | 0.46% | Q4 2021 | Q1 2022 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 2 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
HWG Holdings LP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
Brendel Financial Advisors LLC | 1 | 1 | 0.00% | 0.52% | 1.03% | Q2 2021 | Q2 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
ARMSTRONG ADVISORY GROUP, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Phoenix Wealth Advisors | 2 | 2 | 0.18% | 0.19% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.35% | 0.47% | 0.60% | Q4 2017 | Q1 2018 | 2 |
Per Stirling Capital Management, LLC. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Retirement Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
PFG Private Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.00% | 0.05% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TMD & ASSOCIATES, INC | 1 | 1 | 2.36% | 2.50% | 2.65% | Q3 2018 | Q2 2019 | 2 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q2 2018 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Brown Shipley& Co Ltd | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q4 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
FIFTH THIRD SECURITIES, INC. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
TCWP LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.74% | 0.92% | 1.09% | Q3 2017 | Q3 2018 | 2 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Simplicity Solutions, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2023 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Traynor Capital Management, Inc. | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2017 | Q1 2018 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q2 2019 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2018 | 2 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.10% | 1.45% | 1.80% | Q4 2019 | Q4 2022 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.05% | 0.11% | 0.18% | Q2 2020 | Q3 2020 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
HCR Wealth Advisors | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2018 | Q2 2018 | 2 |
BKA Wealth Consulting, Inc. | 1 | 1 | 0.32% | 0.33% | 0.35% | Q1 2022 | Q2 2023 | 2 |
PROFFITT & GOODSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Blue Zone Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2021 | Q4 2021 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Surevest, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2018 | Q3 2018 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Slocum, Gordon & Co LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SILVER CAPITAL MANAGEMENT LLC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q4 2017 | Q4 2017 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BBVA USA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Crestmont Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Hills Bank & Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Price Capital Management, Inc. | 1 | 1 | 6.01% | 6.01% | 6.01% | Q3 2017 | Q3 2017 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Personal Wealth Partners | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TCG Advisors, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
South Shore Capital Advisors | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2021 | Q2 2021 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WT Wealth Management | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2021 | Q1 2021 | 1 |
Diversified, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2018 | Q1 2018 | 1 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2018 | Q2 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Ulland Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ACG Wealth | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
RETIREMENT INCOME SOLUTIONS, INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
XR Securities LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Context Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Key Client Fiduciary Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 4.79% | 4.79% | 4.79% | Q2 2023 | Q2 2023 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 3.13% | 3.13% | 3.13% | Q3 2023 | Q3 2023 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Apella Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CPR Investments Inc. | 1 | 1 | 3.15% | 3.15% | 3.15% | Q1 2023 | Q1 2023 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Strategic Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 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.