| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| SVB WEALTH LLC | 23 | 23 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q2 2024 | 23 |
| Front Row Advisors LLC | 23 | 23 | 0.00% | 0.01% | 0.11% | Q4 2018 | Q2 2024 | 23 |
| Horrell Capital Management, Inc. | 22 | 22 | 0.00% | 0.05% | 0.15% | Q1 2019 | Q2 2024 | 22 |
| FNY Investment Advisers, LLC | 16 | 1 | 0.00% | 0.03% | 0.20% | Q4 2018 | Q1 2024 | 20 |
| NVWM, LLC | 9 | 3 | 0.00% | 0.19% | 1.35% | Q1 2019 | Q2 2024 | 20 |
| ARK Investment Management | 20 | 20 | 0.33% | 0.62% | 0.88% | Q4 2018 | Q3 2023 | 20 |
| ROTHSCHILD INVESTMENT LLC /IL | 18 | 18 | 0.01% | 0.13% | 0.62% | Q2 2019 | Q3 2023 | 18 |
| Glen Eagle Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2024 | 17 |
| Heritage Wealth Advisors | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 16 |
| Formidable Asset Management, LLC | 9 | 2 | 0.04% | 0.12% | 0.46% | Q1 2020 | Q2 2024 | 16 |
| Williams Jones Wealth Management, LLC. | 15 | 15 | 0.00% | 0.02% | 0.13% | Q4 2020 | Q2 2024 | 15 |
| Ancora Advisors LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2024 | 15 |
| IFP Advisors, Inc | 11 | 1 | 0.00% | 0.06% | 0.27% | Q1 2016 | Q2 2024 | 15 |
| ATLAS CAPITAL ADVISORS LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
| CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2024 | 14 |
| SlateStone Wealth, LLC | 12 | 2 | 0.02% | 0.27% | 0.74% | Q4 2019 | Q2 2024 | 14 |
| Winch Advisory Services, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2024 | 14 |
| Canton Hathaway, LLC | 14 | 14 | 0.01% | 0.17% | 0.46% | Q1 2021 | Q2 2024 | 14 |
| West Oak Capital, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2024 | 14 |
| LAFFER TENGLER INVESTMENTS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
| Tradition Wealth Management, LLC | 13 | 13 | 0.02% | 0.06% | 0.12% | Q4 2020 | Q4 2023 | 13 |
| Garde Capital, Inc. | 7 | 6 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q2 2024 | 13 |
| Edge Wealth Management LLC | 6 | 2 | 0.00% | 0.12% | 0.40% | Q1 2019 | Q2 2024 | 13 |
| MASSMUTUAL TRUST CO FSB/ADV | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 13 |
| Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q4 2019 | 12 |
| Next Capital Management LLC | 12 | 12 | 0.09% | 0.22% | 0.45% | Q1 2021 | Q4 2023 | 12 |
| HBC Financial Services, PLLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
| Main Management LLC | 11 | 11 | 0.00% | 0.05% | 0.54% | Q4 2021 | Q2 2024 | 11 |
| HANTZ FINANCIAL SERVICES, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 11 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
| First Horizon Advisors, Inc. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
| Almanack Investment Partners, LLC. | 8 | 2 | 0.05% | 0.15% | 0.30% | Q3 2020 | Q2 2024 | 10 |
| tru Independence LLC | 8 | 1 | 0.05% | 1.42% | 7.10% | Q2 2020 | Q3 2022 | 9 |
| Kingfisher Capital LLC | 8 | 1 | 0.03% | 0.33% | 0.91% | Q4 2020 | Q1 2024 | 9 |
| Global Financial Private Client, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q3 2022 | Q2 2024 | 8 |
| Financial Management Professionals, Inc. | 8 | 8 | 0.01% | 0.17% | 0.55% | Q3 2022 | Q2 2024 | 8 |
| Bartlett & Co. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
| Accel Wealth Management | 6 | 2 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q1 2023 | 8 |
| KELLEHER FINANCIAL ADVISORS | 6 | 2 | 0.14% | 0.18% | 0.36% | Q4 2020 | Q2 2024 | 8 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 4 | 3 | 0.09% | 0.11% | 0.16% | Q4 2020 | Q3 2022 | 7 |
| Aristides Capital LLC | 7 | 7 | 0.02% | 3.46% | 6.44% | Q4 2022 | Q2 2024 | 7 |
| Trek Financial, LLC | 5 | 2 | 0.03% | 0.11% | 0.32% | Q1 2020 | Q2 2024 | 7 |
| Benedetti & Gucer, Inc. | 5 | 2 | 0.36% | 0.73% | 1.30% | Q2 2022 | Q1 2024 | 7 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2024 | 7 |
| SCOPUS ASSET MANAGEMENT, L.P. | 5 | 2 | 0.03% | 0.13% | 0.23% | Q4 2020 | Q2 2024 | 7 |
| Sterling Investment Advisors, Ltd. | 5 | 2 | 0.00% | 0.11% | 0.27% | Q1 2020 | Q4 2021 | 7 |
| Private Ocean, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 7 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 7 | 7 | 2.16% | 8.96% | 17.89% | Q4 2022 | Q2 2024 | 7 |
| S.A. Mason LLC | 7 | 7 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2022 | 7 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 5 | 2 | 0.05% | 0.27% | 0.79% | Q4 2020 | Q2 2024 | 7 |
| Cassady Schiller Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
| Castleview Partners, LLC | 3 | 1 | 0.00% | 0.09% | 0.20% | Q2 2021 | Q2 2024 | 6 |
| PNC FINANCIAL SERVICES GROUP, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 6 |
| Parkwood LLC | 3 | 3 | 0.33% | 0.56% | 0.82% | Q1 2021 | Q4 2022 | 6 |
| Strengthening Families & Communities, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2024 | 6 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
| Morse Asset Management, Inc | 6 | 6 | 0.15% | 0.32% | 0.81% | Q4 2020 | Q1 2022 | 6 |
| EQUITABLE TRUST CO | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2023 | 6 |
| Summit Financial, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2024 | 6 |
| FIRST NATIONAL TRUST CO | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
| Summit Global Investments | 3 | 1 | 0.06% | 0.10% | 0.15% | Q4 2020 | Q2 2024 | 6 |
| Arkadios Wealth Advisors | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2024 | 5 |
| Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2024 | 5 |
| WR Wealth Planners, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q2 2024 | 5 |
| RVW Wealth, LLC | 3 | 1 | 0.00% | 0.04% | 0.07% | Q3 2021 | Q2 2024 | 5 |
| OLD NATIONAL BANCORP /IN/ | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
| Lenox Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
| KINGSWOOD WEALTH ADVISORS, LLC | 5 | 5 | 1.42% | 2.08% | 3.13% | Q2 2023 | Q2 2024 | 5 |
| SCHOLTZ & COMPANY, LLC | 4 | 1 | 0.11% | 0.26% | 0.53% | Q3 2020 | Q4 2021 | 5 |
| ENCOMPASS WEALTH ADVISORS, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q1 2022 | 5 |
| Adams Asset Advisors, LLC | 5 | 5 | 0.21% | 0.27% | 0.38% | Q4 2020 | Q4 2021 | 5 |
| Stonebridge Financial Planning Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 5 |
| Private Capital Group, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
| Crescent Capital Consulting, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
| Kovack Advisors, Inc. | 4 | 4 | 0.03% | 0.05% | 0.10% | Q1 2021 | Q4 2021 | 4 |
| Kathleen S. Wright Associates Inc. | 4 | 4 | 0.02% | 0.05% | 0.08% | Q3 2023 | Q2 2024 | 4 |
| Sandhill Capital Partners LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2024 | 4 |
| Moloney Securities Asset Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2024 | 4 |
| Clear Perspective Advisors, LLC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q1 2021 | Q4 2021 | 4 |
| TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2024 | 4 |
| MILESTONE WEALTH, LLC | 4 | 4 | 0.19% | 0.28% | 0.38% | Q4 2021 | Q3 2022 | 4 |
| First Heartland Consultants, Inc. | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q1 2024 | 4 |
| FIRST MIDWEST BANK TRUST DIVISION | 4 | 4 | 0.05% | 0.11% | 0.15% | Q1 2021 | Q4 2021 | 4 |
| Game Plan Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
| BRYN MAWR TRUST Co | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2024 | 3 |
| VitalStone Financial, LLC | 2 | 1 | 0.14% | 0.64% | 1.01% | Q2 2023 | Q2 2024 | 3 |
| Clear Point Advisors Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2023 | Q2 2024 | 3 |
| Broderick Brian C | 3 | 3 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q3 2021 | 3 |
| Intellectus Partners, LLC | 2 | 1 | 1.09% | 1.18% | 1.32% | Q4 2021 | Q2 2024 | 3 |
| Curran Financial Partners, LLC | 2 | 1 | 0.15% | 0.27% | 0.38% | Q3 2023 | Q2 2024 | 3 |
| CARRET ASSET MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2023 | Q2 2024 | 3 |
| Spectrum Planning & Advisory Services Inc. | 1 | 1 | 0.18% | 0.60% | 0.83% | Q1 2021 | Q2 2024 | 3 |
| Lake Point Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
| Steward Partners Investment Advisory, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 3 |
| Cutter & CO Brokerage, Inc. | 2 | 1 | 0.05% | 0.09% | 0.17% | Q3 2021 | Q2 2024 | 3 |
| VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2024 | 3 |
| Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
| Tevis Investment Management | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
| McGowan Group Asset Management, Inc. | 3 | 3 | 0.05% | 0.23% | 0.33% | Q3 2020 | Q1 2021 | 3 |
| CORRECT CAPITAL WEALTH MANAGEMENT | 3 | 3 | 0.34% | 3.08% | 4.48% | Q4 2023 | Q2 2024 | 3 |
| MARKSTON INTERNATIONAL LLC | 3 | 3 | 0.02% | 0.08% | 0.12% | Q2 2021 | Q4 2021 | 3 |
| Eudaimonia Partners, LLC | 2 | 1 | 0.00% | 0.06% | 0.12% | Q4 2020 | Q1 2024 | 3 |
| ROTHSCHILD INVESTMENT LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2023 | Q2 2024 | 3 |
| Henrickson Nauta Wealth Advisors, Inc. | 2 | 1 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q2 2024 | 3 |
| ORG Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q2 2024 | 3 |
| North Star Investment Management Corp. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| ARS Wealth Advisors Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2024 | Q2 2024 | 2 |
| EverSource Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| IRIDIAN ASSET MANAGEMENT LLC/CT | 2 | 2 | 0.24% | 0.25% | 0.25% | Q1 2024 | Q2 2024 | 2 |
| Van Hulzen Asset Management, LLC | 2 | 2 | 0.34% | 0.36% | 0.39% | Q1 2024 | Q2 2024 | 2 |
| Chevy Chase Trust Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Western Pacific Wealth Management, LP | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2024 | Q2 2024 | 2 |
| SJS Investment Consulting Inc. | 2 | 2 | 0.28% | 0.31% | 0.34% | Q1 2024 | Q2 2024 | 2 |
| Clear Harbor Asset Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| Greenwich Wealth Management LLC | 2 | 2 | 2.09% | 2.41% | 2.72% | Q1 2024 | Q2 2024 | 2 |
| Gs Investments, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Alpha Cubed Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Mutual Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Mill Creek Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Plancorp, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2024 | Q2 2024 | 2 |
| CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Sandy Spring Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Tyler-Stone Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| SeaCrest Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| WATERSHED PRIVATE WEALTH LLC | 2 | 2 | 0.24% | 0.27% | 0.30% | Q1 2024 | Q2 2024 | 2 |
| PEAPACK GLADSTONE FINANCIAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Verdence Capital Advisors LLC | 2 | 2 | 0.11% | 0.13% | 0.16% | Q1 2024 | Q2 2024 | 2 |
| White Knight Strategic Wealth Advisors, LLC | 2 | 2 | 1.28% | 1.44% | 1.61% | Q1 2024 | Q2 2024 | 2 |
| Sepio Capital, LP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| Chicago Partners Investment Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Manchester Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| COMMERCE BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Bleakley Financial Group, LLC | 2 | 2 | 0.09% | 0.11% | 0.14% | Q1 2024 | Q2 2024 | 2 |
| ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| FSA Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q1 2024 | 2 |
| MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Creekmur Asset Management LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| ROGCO, LP | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2024 | Q2 2024 | 2 |
| Ameritas Investment Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Kestra Advisory Services, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2024 | Q2 2024 | 2 |
| Sound Income Strategies, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Global Retirement Partners, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2024 | Q2 2024 | 2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q1 2024 | Q2 2024 | 2 |
| Quadrant Private Wealth Management, LLC | 2 | 2 | 0.30% | 0.36% | 0.42% | Q1 2024 | Q2 2024 | 2 |
| EP Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Blue Trust, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Atlas Private Wealth Advisors | 2 | 2 | 0.07% | 0.08% | 0.10% | Q1 2024 | Q2 2024 | 2 |
| Syntal Capital Partners, LLC | 2 | 2 | 0.08% | 0.12% | 0.15% | Q1 2021 | Q2 2021 | 2 |
| AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Corient Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| MAI Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
| HOWE & RUSLING INC | 2 | 2 | 0.40% | 0.44% | 0.49% | Q1 2024 | Q2 2024 | 2 |
| FAGAN ASSOCIATES, INC. | 2 | 2 | 0.58% | 0.66% | 0.74% | Q1 2024 | Q2 2024 | 2 |
| Lindbrook Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Concurrent Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| SteelPeak Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Lido Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| Snowden Capital Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Stratos Wealth Partners, LTD. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Clear Creek Financial Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| HERITAGE INVESTORS MANAGEMENT CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q1 2024 | Q2 2024 | 2 |
| Horizon Wealth Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2024 | Q2 2024 | 2 |
| Bison Wealth, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2024 | Q2 2024 | 2 |
| Journey Advisory Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| Montz Harcus Wealth Management LLC | 2 | 2 | 0.34% | 0.40% | 0.45% | Q1 2024 | Q2 2024 | 2 |
| N.E.W. Advisory Services LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2024 | Q2 2024 | 2 |
| VIMA LLC | 2 | 2 | 0.05% | 0.31% | 0.57% | Q1 2024 | Q2 2024 | 2 |
| Aveo Capital Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2024 | Q2 2024 | 2 |
| BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Fortis Capital Management LLC | 2 | 2 | 0.14% | 0.17% | 0.20% | Q1 2024 | Q2 2024 | 2 |
| BOK Financial Private Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Giverny Capital | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Evercore Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| CarsonAllaria Wealth Management, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| EVERMAY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| CRA Financial Services, LLC | 2 | 2 | 0.34% | 0.39% | 0.45% | Q1 2024 | Q2 2024 | 2 |
| Bellwether Advisors, LLC | 2 | 2 | 0.20% | 0.23% | 0.25% | Q1 2024 | Q2 2024 | 2 |
| HRC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.17% | 0.19% | 0.22% | Q1 2024 | Q2 2024 | 2 |
| MONTAG A & ASSOCIATES INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| Invesco Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| CAPITAL PERFORMANCE ADVISORS LLP | 2 | 2 | 0.22% | 0.24% | 0.26% | Q1 2024 | Q2 2024 | 2 |
| WELLS FARGO & COMPANY/MN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Argent Trust Co | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Avantax Planning Partners, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| CVA Family Office, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| DELTEC ASSET MANAGEMENT LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q1 2024 | Q2 2024 | 2 |
| Diligent Investors, LLC | 2 | 2 | 0.37% | 0.41% | 0.45% | Q1 2024 | Q2 2024 | 2 |
| Smithfield Trust Co | 2 | 2 | 0.16% | 0.17% | 0.19% | Q1 2024 | Q2 2024 | 2 |
| Strategic Wealth Partners, Ltd. | 1 | 1 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q1 2024 | 2 |
| Safeguard Investment Advisory Group, LLC | 2 | 2 | 0.16% | 0.25% | 0.34% | Q1 2024 | Q2 2024 | 2 |
| ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Colonial Trust Co / SC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| SouthState Corp | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| PrairieView Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Dixon Mitchell Investment Counsel Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| EPIQ PARTNERS, LLC | 2 | 2 | 2.13% | 2.31% | 2.49% | Q1 2024 | Q2 2024 | 2 |
| BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 1.10% | 1.22% | 1.34% | Q1 2024 | Q2 2024 | 2 |
| Moors & Cabot, Inc. | 2 | 2 | 1.04% | 1.18% | 1.32% | Q1 2024 | Q2 2024 | 2 |
| WealthPlan Investment Management, LLC | 2 | 2 | 0.26% | 0.30% | 0.34% | Q1 2024 | Q2 2024 | 2 |
| FSA Advisors, Inc. | 2 | 2 | 0.26% | 0.26% | 0.27% | Q1 2024 | Q2 2024 | 2 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.22% | 0.25% | 0.28% | Q1 2024 | Q2 2024 | 2 |
| Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| CHILDRESS CAPITAL ADVISORS, LLC | 2 | 2 | 0.23% | 0.26% | 0.29% | Q1 2024 | Q2 2024 | 2 |
| Spotlight Asset Group, Inc. | 2 | 2 | 0.23% | 0.25% | 0.28% | Q1 2024 | Q2 2024 | 2 |
| ENVESTNET ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Sowell Financial Services LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q1 2024 | Q2 2024 | 2 |
| Samalin Investment Counsel, LLC | 2 | 2 | 0.17% | 0.20% | 0.22% | Q1 2024 | Q2 2024 | 2 |
| KENNICOTT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.60% | 0.68% | 0.76% | Q1 2024 | Q2 2024 | 2 |
| Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2024 | Q2 2024 | 2 |
| Magnus Financial Group LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2024 | Q2 2024 | 2 |
| Colony Group, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2024 | Q2 2024 | 2 |
| Onyx Bridge Wealth Group LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2024 | Q2 2024 | 2 |
| FLAGSTAR ADVISORS INC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2024 | Q2 2024 | 2 |
| Leo Wealth, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2024 | Q2 2024 | 2 |
| Tidemark, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| Fielder Capital Group LLC | 2 | 2 | 2.64% | 3.16% | 3.69% | Q1 2024 | Q2 2024 | 2 |
| Sequoia Financial Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2024 | Q2 2024 | 2 |
| Savant Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| WFA Asset Management Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Verity Asset Management, Inc. | 2 | 2 | 0.11% | 0.15% | 0.19% | Q1 2024 | Q2 2024 | 2 |
| SFMG, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| Soltis Investment Advisors LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q1 2024 | Q2 2024 | 2 |
| Axel Capital Management, LLC | 2 | 2 | 6.21% | 9.25% | 12.28% | Q2 2021 | Q3 2021 | 2 |
| Pettinga Financial Advisors LLC | 2 | 2 | 0.42% | 0.56% | 0.69% | Q1 2024 | Q2 2024 | 2 |
| FORTEM FINANCIAL GROUP, LLC | 2 | 2 | 0.56% | 0.61% | 0.67% | Q1 2024 | Q2 2024 | 2 |
| SAPIENT CAPITAL LLC | 2 | 2 | 0.04% | 0.15% | 0.26% | Q1 2024 | Q2 2024 | 2 |
| Cynosure Group, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q1 2024 | Q2 2024 | 2 |
| Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Cresset Asset Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2024 | Q2 2024 | 2 |
| Clearwater Capital Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2024 | Q2 2024 | 2 |
| Fortress Wealth Group, LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q1 2024 | Q2 2024 | 2 |
| Friedenthal Financial | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Mesirow Financial Investment Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Americana Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| Roble, Belko & Company, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| HOLLENCREST CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Prairie Wealth Advisors, Inc. | 2 | 2 | 0.60% | 0.63% | 0.67% | Q1 2024 | Q2 2024 | 2 |
| BALDWIN WEALTH PARTNERS LLC/MA | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Centerpoint Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Concord Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Venturi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Meixler Investment Management, Ltd. | 2 | 2 | 0.28% | 0.34% | 0.39% | Q1 2024 | Q2 2024 | 2 |
| STANSBERRY ASSET MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q1 2024 | Q2 2024 | 2 |
| Edge Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| CHANNEL WEALTH LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2024 | Q2 2024 | 2 |
| Annapolis Financial Services, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2024 | Q2 2024 | 2 |
| JNBA Financial Advisors | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| Stewardship Advisors, LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q1 2024 | Q2 2024 | 2 |
| NCM Capital Management, LLC | 2 | 2 | 0.19% | 0.22% | 0.24% | Q1 2024 | Q2 2024 | 2 |
| GABLES CAPITAL MANAGEMENT INC. | 2 | 2 | 0.35% | 0.43% | 0.51% | Q1 2024 | Q2 2024 | 2 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q1 2024 | Q2 2024 | 2 |
| Strategic Financial Concepts, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q1 2024 | Q2 2024 | 2 |
| BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.26% | 1.42% | 1.57% | Q1 2024 | Q2 2024 | 2 |
| SMITH, MOORE & CO. | 2 | 2 | 0.10% | 0.13% | 0.16% | Q1 2024 | Q2 2024 | 2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| WOLFF WIESE MAGANA LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| SNS Financial Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| Colonial Trust Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Private Wealth Strategies, L.L.C. | 2 | 2 | 0.14% | 0.15% | 0.17% | Q1 2024 | Q2 2024 | 2 |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2024 | Q2 2024 | 2 |
| Blue Investment Partners LLC | 2 | 2 | 0.78% | 0.92% | 1.06% | Q1 2024 | Q2 2024 | 2 |
| MGO ONE SEVEN LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2024 | Q2 2024 | 2 |
| Cornerstone Wealth Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Aries Wealth Management | 2 | 2 | 0.27% | 0.29% | 0.32% | Q1 2024 | Q2 2024 | 2 |
| Revisor Wealth Management LLC | 2 | 2 | 0.12% | 0.17% | 0.23% | Q1 2024 | Q2 2024 | 2 |
| Ellsworth Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2024 | Q2 2024 | 2 |
| Sciencast Management LP | 2 | 2 | 0.06% | 0.30% | 0.54% | Q1 2021 | Q2 2021 | 2 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| ALLIANCEBERNSTEIN L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Prestige Wealth Management Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| RBF Capital, LLC | 2 | 2 | 0.46% | 0.49% | 0.53% | Q1 2024 | Q2 2024 | 2 |
| Householder Group Estate & Retirement Specialist, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Stratos Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q1 2024 | Q2 2024 | 2 |
| Headlands Technologies LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| Main Street Financial Solutions, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2024 | Q2 2024 | 2 |
| Curi RMB Capital, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2024 | Q2 2024 | 2 |
| TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| FMR LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Integrated Advisors Network LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2024 | Q2 2024 | 2 |
| Quadcap Wealth Management, LLC | 2 | 2 | 0.20% | 0.26% | 0.33% | Q1 2024 | Q2 2024 | 2 |
| TSFG, LLC | 2 | 2 | 0.33% | 0.35% | 0.38% | Q1 2024 | Q2 2024 | 2 |
| MISSION WEALTH MANAGEMENT, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Sterling Investment Counsel, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q1 2024 | Q2 2024 | 2 |
| SPROTT INC. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2024 | Q2 2024 | 2 |
| McKinley Carter Wealth Services, Inc. | 2 | 2 | 0.11% | 0.13% | 0.14% | Q1 2024 | Q2 2024 | 2 |
| Once Capital Management, LLC | 2 | 2 | 2.15% | 2.66% | 3.18% | Q1 2024 | Q2 2024 | 2 |
| Arlington Capital Management, Inc. | 2 | 2 | 0.27% | 0.70% | 1.13% | Q1 2024 | Q2 2024 | 2 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 2 | 2 | 2.87% | 3.17% | 3.48% | Q1 2024 | Q2 2024 | 2 |
| Compass Ion Advisors, LLC | 2 | 2 | 0.43% | 0.43% | 0.43% | Q1 2024 | Q2 2024 | 2 |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.33% | 0.37% | 0.41% | Q1 2024 | Q2 2024 | 2 |
| Morling Financial Advisors, LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q1 2024 | Q2 2024 | 2 |
| Clearstead Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| Zhang Financial LLC | 2 | 2 | 0.01% | 0.21% | 0.40% | Q1 2024 | Q2 2024 | 2 |
| Hunting Hill Global Capital, LLC | 2 | 2 | 4.71% | 7.64% | 10.57% | Q1 2024 | Q2 2024 | 2 |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| FinTrust Capital Advisors, LLC | 2 | 2 | 0.47% | 0.52% | 0.56% | Q1 2024 | Q2 2024 | 2 |
| Equitable Holdings, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Foundations Investment Advisors, LLC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q1 2024 | Q2 2024 | 2 |
| EagleClaw Capital Managment, LLC | 2 | 2 | 4.46% | 4.90% | 5.35% | Q1 2024 | Q2 2024 | 2 |
| Belpointe Asset Management LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2024 | Q2 2024 | 2 |
| Riggs Asset Managment Co. Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Ribbit Management Company, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2024 | Q2 2024 | 2 |
| Good Life Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| Modern Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2024 | Q2 2024 | 2 |
| Virtue Capital Management, LLC | 1 | 1 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q1 2024 | 2 |
| BELLEVUE ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Fiduciary Alliance LLC | 2 | 2 | 0.57% | 0.58% | 0.58% | Q1 2024 | Q2 2024 | 2 |
| Raymond James Financial Services Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Keystone Financial Group | 2 | 2 | 0.08% | 0.13% | 0.18% | Q1 2024 | Q2 2024 | 2 |
| BARRETT & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Tortoise Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| BOKF, NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Ulland Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| PFS Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| SevenBridge Financial Group, LLC | 2 | 2 | 0.19% | 0.23% | 0.28% | Q1 2024 | Q2 2024 | 2 |
| Proficio Capital Partners LLC | 2 | 2 | 0.26% | 0.29% | 0.32% | Q1 2024 | Q2 2024 | 2 |
| BRIGHTON JONES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| JOHNSON INVESTMENT COUNSEL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Berger Financial Group, Inc | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2024 | Q2 2024 | 2 |
| Advisory Services Network, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2024 | Q2 2024 | 2 |
| Glass Jacobson Investment Advisors llc | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2024 | Q2 2024 | 2 |
| Oxbow Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2024 | Q2 2024 | 2 |
| JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| PARK AVENUE SECURITIES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| SINECERA CAPITAL, LLC | 2 | 2 | 0.50% | 0.55% | 0.60% | Q1 2024 | Q2 2024 | 2 |
| AlphaStar Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| BANK OF AMERICA CORP /DE/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| GPS Wealth Strategies Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| United Capital Management of KS, Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2024 | Q2 2024 | 2 |
| Impact Partnership Wealth, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2024 | Q2 2024 | 2 |
| Addison Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| CITY HOLDING CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| MA Private Wealth | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2024 | Q2 2024 | 2 |
| Harvest Investment Services, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2024 | Q2 2024 | 2 |
| AdvisorNet Financial, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Aspen Grove Capital, LLC | 2 | 2 | 0.16% | 0.19% | 0.23% | Q1 2024 | Q2 2024 | 2 |
| Pekin Hardy Strauss, Inc. | 2 | 2 | 0.52% | 0.57% | 0.62% | Q1 2024 | Q2 2024 | 2 |
| Wealthspire Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| Laurel Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q1 2024 | Q2 2024 | 2 |
| THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Parallel Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| MARSHALL & SULLIVAN INC /WA/ | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2024 | Q2 2024 | 2 |
| Vectors Research Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
| Qube Research & Technologies Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Aurora Private Wealth, Inc. | 2 | 2 | 1.05% | 1.17% | 1.29% | Q1 2024 | Q2 2024 | 2 |
| ROYAL BANK OF CANADA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| SRS Capital Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| MCDONALD PARTNERS LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2024 | Q2 2024 | 2 |
| One Charles Private Wealth Services, LLC | 2 | 2 | 6.67% | 7.51% | 8.36% | Q1 2024 | Q2 2024 | 2 |
| COOPER/HAIMS ADVISORS, LLC | 2 | 2 | 0.30% | 0.34% | 0.37% | Q1 2024 | Q2 2024 | 2 |
| Stephenson & Company, Inc. | 2 | 2 | 0.25% | 0.32% | 0.38% | Q1 2024 | Q2 2024 | 2 |
| Main Management ETF Advisors, LLC | 2 | 2 | 0.12% | 0.17% | 0.21% | Q4 2021 | Q1 2022 | 2 |
| NORTHSTAR INVESTMENT ADVISORS LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
| Signature Resources Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Spark Investment Management LLC | 2 | 2 | 2.71% | 4.33% | 5.94% | Q1 2024 | Q2 2024 | 2 |
| CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.06% | 0.12% | 0.17% | Q3 2020 | Q4 2020 | 2 |
| New Republic Capital, LLC | 2 | 2 | 0.27% | 0.34% | 0.40% | Q1 2024 | Q2 2024 | 2 |
| SELDON CAPITAL LP | 2 | 2 | 1.92% | 2.23% | 2.53% | Q1 2024 | Q2 2024 | 2 |
| Sharper & Granite LLC | 2 | 2 | 0.56% | 0.60% | 0.65% | Q1 2024 | Q2 2024 | 2 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| PFG Investments, LLC | 2 | 2 | 0.03% | 0.07% | 0.10% | Q1 2024 | Q2 2024 | 2 |
| CHOREO, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| PBMares Wealth Management LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q1 2024 | Q2 2024 | 2 |
| Integrated Wealth Concepts LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| Schneider Downs Wealth Management Advisors, LP | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2024 | Q2 2024 | 2 |
| Private Advisor Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.36% | 0.46% | 0.56% | Q1 2024 | Q2 2024 | 2 |
| OARSMAN CAPITAL, INC. | 1 | 1 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q1 2024 | 2 |
| Legacy Wealth Asset Management, LLC | 2 | 2 | 1.42% | 1.63% | 1.84% | Q1 2024 | Q2 2024 | 2 |
| Gallacher Capital Management LLC | 2 | 2 | 1.15% | 1.25% | 1.34% | Q1 2024 | Q2 2024 | 2 |
| WEDBUSH SECURITIES INC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2024 | Q2 2024 | 2 |
| Mirador Capital Partners LP | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2024 | Q2 2024 | 2 |
| Sunbelt Securities, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 4.12% | 7.86% | 11.61% | Q1 2024 | Q2 2024 | 2 |
| Trilogy Capital Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| MOODY LYNN & LIEBERSON, LLC | 2 | 2 | 0.14% | 0.25% | 0.36% | Q4 2020 | Q1 2021 | 2 |
| Activest Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Bray Capital Advisors | 2 | 2 | 0.80% | 0.88% | 0.96% | Q1 2024 | Q2 2024 | 2 |
| Nicholas Hoffman & Company, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| HHM Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| FIDUCIARY TRUST CO | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2024 | Q2 2024 | 2 |
| Traynor Capital Management, Inc. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2024 | Q2 2024 | 2 |
| HARBOUR INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Kingsview Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Western Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2024 | Q2 2024 | 2 |
| Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Parkside Financial Bank & Trust | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| Pathstone Holdings, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| One Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| RAYMOND JAMES & ASSOCIATES | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Financial Security Advisor, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2024 | Q2 2024 | 2 |
| Simplify Asset Management Inc. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2024 | Q2 2024 | 2 |
| HighTower Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2024 | Q2 2024 | 2 |
| JANICZEK WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Joseph P. Lucia & Associates, LLC | 2 | 2 | 0.85% | 0.97% | 1.09% | Q1 2024 | Q2 2024 | 2 |
| Independent Advisor Alliance | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2024 | Q2 2024 | 2 |
| Cannell & Spears LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Federation des caisses Desjardins du Quebec | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 2 | 2 | 0.54% | 0.59% | 0.64% | Q1 2024 | Q2 2024 | 2 |
| OneDigital Investment Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Opal Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2024 | Q2 2024 | 2 |
| STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Guardian Wealth Management, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2024 | Q2 2024 | 2 |
| GRIMES & COMPANY, INC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2024 | Q2 2024 | 2 |
| LPL Financial LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| Walkner Condon Financial Advisors LLC | 2 | 2 | 0.04% | 0.08% | 0.11% | Q1 2024 | Q2 2024 | 2 |
| Firestone Capital Management | 2 | 2 | 0.22% | 0.24% | 0.26% | Q1 2024 | Q2 2024 | 2 |
| Smart Money Group LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2024 | Q2 2024 | 2 |
| Atlantic Edge Private Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Carmichael Hill & Associates, Inc. | 2 | 2 | 0.00% | 0.06% | 0.11% | Q1 2024 | Q2 2024 | 2 |
| Kathmere Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2024 | Q2 2024 | 2 |
| Polymer Capital Management (HK) LTD | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2024 | Q2 2024 | 2 |
| PHILADELPHIA TRUST CO | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2024 | Q2 2024 | 2 |
| Truvestments Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
| Foundation Wealth Management, LLC | 2 | 2 | 0.28% | 0.31% | 0.34% | Q1 2024 | Q2 2024 | 2 |
| Interchange Capital Partners, LLC | 2 | 2 | 0.62% | 0.70% | 0.78% | Q1 2024 | Q2 2024 | 2 |
| Retirement Planning Co of New England, Inc. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2024 | Q2 2024 | 2 |
| Upper Left Wealth Management, LLC | 2 | 2 | 0.93% | 0.95% | 0.98% | Q1 2024 | Q2 2024 | 2 |
| BLAIR WILLIAM & CO/IL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Essex Financial Services, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| Perigon Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2024 | Q2 2024 | 2 |
| ICA Group Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| FLOW TRADERS U.S. LLC | 2 | 2 | 0.35% | 0.56% | 0.76% | Q1 2024 | Q2 2024 | 2 |
| Coston, McIsaac & Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
| PYA Waltman Capital, LLC | 2 | 2 | 0.73% | 0.81% | 0.89% | Q1 2024 | Q2 2024 | 2 |
| Koshinski Asset Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| Enterprise Bank & Trust Co | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2024 | Q2 2024 | 2 |
| BFSG, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| SignalPoint Asset Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2024 | Q2 2024 | 2 |
| Ovata Capital Management Ltd | 2 | 2 | 9.90% | 10.57% | 11.25% | Q1 2024 | Q2 2024 | 2 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
| Catalina Capital Group, LLC | 2 | 2 | 0.30% | 0.34% | 0.39% | Q1 2024 | Q2 2024 | 2 |
| Laird Norton Wetherby Trust Company, LLC | 2 | 2 | 0.05% | 0.09% | 0.14% | Q4 2020 | Q1 2021 | 2 |
| Bear Mountain Capital, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Brookstone Capital Management | 2 | 2 | 0.12% | 0.14% | 0.15% | Q1 2024 | Q2 2024 | 2 |
| Beacon Pointe Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| PINNACLE ASSOCIATES LTD | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Financial Perspectives, Inc | 2 | 2 | 0.01% | 0.04% | 0.07% | Q1 2024 | Q2 2024 | 2 |
| Embree Financial Group | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2024 | Q2 2024 | 2 |
| Plante Moran Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| J.W. COLE ADVISORS, INC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 0.11% | 0.20% | 0.29% | Q2 2021 | Q4 2021 | 2 |
| Private Advisory Group LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q1 2024 | Q2 2024 | 2 |
| Bulltick Wealth Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2024 | Q2 2024 | 2 |
| Capital Investment Advisory Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Csenge Advisory Group | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Miracle Mile Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Garden State Investment Advisory Services LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2024 | Q2 2024 | 2 |
| DOLIVER ADVISORS, LP | 2 | 2 | 0.20% | 0.22% | 0.24% | Q1 2024 | Q2 2024 | 2 |
| Gen-Wealth Partners Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2024 | Q2 2024 | 2 |
| Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Bogart Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| MAD RIVER INVESTORS | 2 | 2 | 10.97% | 14.25% | 17.53% | Q1 2024 | Q2 2024 | 2 |
| MORGAN STANLEY | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| McIlrath & Eck, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Jackson, Grant Investment Advisers, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| Inscription Capital, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2024 | Q2 2024 | 2 |
| Owen LaRue, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2024 | Q2 2024 | 2 |
| HBK Sorce Advisory LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| Merit Financial Group, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2024 | Q2 2024 | 2 |
| Pachira Investments Inc. | 2 | 2 | 1.03% | 1.08% | 1.12% | Q1 2024 | Q2 2024 | 2 |
| MONEY CONCEPTS CAPITAL CORP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| JDM Financial Group LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2024 | Q2 2024 | 2 |
| Werba Rubin Papier Wealth Management | 2 | 2 | 0.16% | 0.18% | 0.20% | Q1 2024 | Q2 2024 | 2 |
| NTV ASSET MANAGEMENT LLC | 2 | 2 | 0.45% | 0.50% | 0.56% | Q1 2024 | Q2 2024 | 2 |
| WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 2 |
| AE Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Fountainhead AM, LLC | 2 | 2 | 0.20% | 0.23% | 0.25% | Q1 2024 | Q2 2024 | 2 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Mango Five Family, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2023 | Q1 2024 | 2 |
| Indie Asset Partners, LLC | 2 | 2 | 0.85% | 0.99% | 1.12% | Q1 2024 | Q2 2024 | 2 |
| MCIA Inc | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2024 | Q2 2024 | 2 |
| Atria Wealth Solutions, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Lifeworks Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2024 | Q2 2024 | 2 |
| Claro Advisors LLC | 2 | 2 | 0.91% | 1.07% | 1.23% | Q1 2024 | Q2 2024 | 2 |
| Birch Hill Investment Advisors LLC | 2 | 2 | 0.35% | 0.39% | 0.42% | Q1 2024 | Q2 2024 | 2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Creative Planning | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 2 | 0.10% | 0.14% | 0.19% | Q1 2024 | Q2 2024 | 2 |
| Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.48% | 0.80% | 1.12% | Q1 2024 | Q2 2024 | 2 |
| Windle Wealth, LLC | 2 | 2 | 0.44% | 0.56% | 0.69% | Q1 2024 | Q2 2024 | 2 |
| Dakota Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| Mariner, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| HCR Wealth Advisors | 2 | 2 | 0.21% | 0.24% | 0.26% | Q1 2024 | Q2 2024 | 2 |
| CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| Kozak & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| NewEdge Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Ascension Capital Advisors, Inc. | 2 | 2 | 2.11% | 2.38% | 2.64% | Q1 2024 | Q2 2024 | 2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q1 2024 | Q2 2024 | 2 |
| Consolidated Portfolio Review Corp | 2 | 2 | 0.22% | 0.26% | 0.29% | Q1 2024 | Q2 2024 | 2 |
| Simplicity Wealth,LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q1 2024 | Q2 2024 | 2 |
| E&G Advisors, LP | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2024 | Q2 2024 | 2 |
| COMERICA BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| NewEdge Wealth, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2024 | Q2 2024 | 2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Forum Financial Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| VisionPoint Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Oakworth Capital, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Evolution Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| HOEY INVESTMENTS, INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Arete Wealth Advisors, LLC | 2 | 2 | 0.16% | 0.20% | 0.23% | Q1 2024 | Q2 2024 | 2 |
| Riverview Capital Advisers, LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q1 2024 | Q2 2024 | 2 |
| RITHOLTZ WEALTH MANAGEMENT | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| Synergy Asset Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2024 | Q2 2024 | 2 |
| JEPPSON WEALTH MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q1 2024 | Q2 2024 | 2 |
| Valeo Financial Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Guild Investment Management, Inc. | 2 | 2 | 4.11% | 4.82% | 5.52% | Q1 2024 | Q2 2024 | 2 |
| BROWN, LISLE/CUMMINGS, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Cyndeo Wealth Partners, LLC | 2 | 2 | 0.19% | 0.23% | 0.27% | Q1 2024 | Q2 2024 | 2 |
| MRP Capital Investments, LLC | 2 | 2 | 0.39% | 0.44% | 0.49% | Q1 2024 | Q2 2024 | 2 |
| Filbrandt Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2020 | 2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 | 2 | 0.04% | 0.06% | 0.09% | Q1 2024 | Q2 2024 | 2 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| JANE STREET GROUP, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Pallas Capital Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2024 | Q2 2024 | 2 |
| CMG Global Holdings, LLC | 2 | 2 | 0.20% | 0.26% | 0.32% | Q1 2024 | Q2 2024 | 2 |
| CIBC Private Wealth Group LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Strategies Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.09% | 0.13% | Q1 2024 | Q2 2024 | 2 |
| Laidlaw Wealth Management LLC | 2 | 2 | 0.35% | 0.37% | 0.40% | Q1 2024 | Q2 2024 | 2 |
| Multicoin Capital Management, LLC | 2 | 2 | 22.87% | 25.33% | 27.78% | Q1 2024 | Q2 2024 | 2 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Mills Wealth Advisors LLC | 2 | 2 | 1.23% | 1.36% | 1.50% | Q1 2024 | Q2 2024 | 2 |
| Bedell Frazier Investment Counselling, LLC | 2 | 2 | 0.12% | 0.16% | 0.19% | Q1 2024 | Q2 2024 | 2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Portfolio Strategies, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| SIGNATUREFD, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| DeDora Capital, Inc. | 2 | 2 | 0.08% | 0.10% | 0.10% | Q1 2024 | Q2 2024 | 2 |
| Joel Isaacson & Co., LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Rathbones Group PLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Cambridge Investment Research Advisors, Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2024 | Q2 2024 | 2 |
| Virtu Financial LLC | 2 | 2 | 0.26% | 0.38% | 0.51% | Q1 2024 | Q2 2024 | 2 |
| Sloy Dahl & Holst, LLC | 2 | 2 | 4.38% | 6.08% | 7.78% | Q1 2024 | Q2 2024 | 2 |
| Missouri Trust & Investment Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| OSAIC HOLDINGS, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| Beaird Harris Wealth Management, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q1 2024 | Q2 2024 | 2 |
| MONECO Advisors, LLC | 2 | 2 | 0.60% | 0.83% | 1.05% | Q1 2024 | Q2 2024 | 2 |
| Cypress Wealth Services, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q1 2024 | Q2 2024 | 2 |
| City State Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Spectrum Wealth Counsel, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
| SYNOVUS FINANCIAL CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| FINANCIAL COUNSELORS INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Richard W. Paul & Associates, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
| Global Assets Advisory, LLC | 2 | 2 | 0.26% | 0.43% | 0.60% | Q1 2024 | Q2 2024 | 2 |
| Priebe Wealth Holdings LLC | 2 | 2 | 0.26% | 0.28% | 0.31% | Q1 2024 | Q2 2024 | 2 |
| Larson Financial Group LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2024 | Q2 2024 | 2 |
| Visionary Wealth Advisors | 2 | 2 | 0.14% | 0.21% | 0.28% | Q1 2024 | Q2 2024 | 2 |
| SkyView Investment Advisors, LLC | 2 | 2 | 0.19% | 0.21% | 0.23% | Q1 2024 | Q2 2024 | 2 |
| COWEN AND COMPANY, LLC | 2 | 2 | 0.22% | 0.29% | 0.36% | Q1 2024 | Q2 2024 | 2 |
| Carnegie Investment Counsel | 2 | 2 | 0.08% | 0.11% | 0.14% | Q1 2024 | Q2 2024 | 2 |
| IPG Investment Advisors LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2024 | Q2 2024 | 2 |
| JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Compagnie Lombard Odier SCmA | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
| Finer Wealth Management, Inc. | 2 | 2 | 0.65% | 0.72% | 0.79% | Q1 2024 | Q2 2024 | 2 |
| Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Dunhill Financial, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2024 | Q2 2024 | 2 |
| Tradewinds Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| NATIONAL BANK OF CANADA /FI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Waverly Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.06% | Q1 2024 | Q2 2024 | 2 |
| LFA - Lugano Financial Advisors SA | 2 | 2 | 0.10% | 0.11% | 0.13% | Q1 2024 | Q2 2024 | 2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
| Insight Advisors, LLC/ PA | 2 | 2 | 0.09% | 0.10% | 0.12% | Q1 2024 | Q2 2024 | 2 |
| STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2024 | Q1 2024 | 1 |
| Dynamic Advisor Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| Sage Investment Advisers LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2024 | Q2 2024 | 1 |
| Heritage Family Offices, LLP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2024 | Q2 2024 | 1 |
| NorthStar Asset Management LLC /NJ/ | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2024 | Q1 2024 | 1 |
| NWAM LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2024 | Q1 2024 | 1 |
| Richardson Capital Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2024 | Q2 2024 | 1 |
| Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
| HARBER ASSET MANAGEMENT LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2024 | Q2 2024 | 1 |
| Triad Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| Tamar Securities, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2024 | Q1 2024 | 1 |
| Destiny Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2024 | Q2 2024 | 1 |
| Independent Wealth Network Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2024 | Q1 2024 | 1 |
| LGL PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q1 2024 | 1 |
| Silicon Valley Capital Partners | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2024 | Q1 2024 | 1 |
| SOA Wealth Advisors, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 |
| Hilltop Holdings Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
| CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| InterOcean Capital Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q1 2024 | 1 |
| Addison Capital Co | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2020 | Q2 2020 | 1 |
| ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| Capital Advisors Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
| McAdam, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
| ALEXANDER LABRUNERIE & CO., INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2024 | Q1 2024 | 1 |
| WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
| Coppell Advisory Solutions LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2024 | Q2 2024 | 1 |
| Unique Wealth Strategies, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2024 | Q2 2024 | 1 |
| Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| Sassicaia Capital Advisers LLC | 1 | 1 | 4.72% | 4.72% | 4.72% | Q1 2024 | Q1 2024 | 1 |
| Investmark Advisory Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2024 | Q2 2024 | 1 |
| ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| Ameritas Advisory Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2024 | Q2 2024 | 1 |
| FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| CAPITAL MANAGEMENT ASSOCIATES /NY/ | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2021 | Q1 2021 | 1 |
| Objective Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2024 | Q1 2024 | 1 |
| Revolve Wealth Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2024 | Q2 2024 | 1 |
| DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| Park Edge Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2024 | Q2 2024 | 1 |
| Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
| AFT, FORSYTH & COMPANY, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
| PATTEN & PATTEN INC/TN | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
| Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| Global Wealth Strategies & Associates | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| OneAscent Financial Services LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2024 | Q1 2024 | 1 |
| Financial Insights, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2024 | Q2 2024 | 1 |
| HOWLAND CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 |
| IAM Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2024 | Q2 2024 | 1 |
| Fermata Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2024 | Q2 2024 | 1 |
| Forvis Mazars Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
| SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q1 2024 | 1 |
| Prosperity Financial Group, Inc. | 1 | 1 | 1.78% | 1.78% | 1.78% | Q1 2024 | Q1 2024 | 1 |
| Sandbox Financial Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2024 | Q2 2024 | 1 |
| Sovereign Financial Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2024 | Q1 2024 | 1 |
| Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2024 | Q2 2024 | 1 |
| Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| CSat Investment Advisory, L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
| TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2024 | Q2 2024 | 1 |
| TOTAL INVESTMENT MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q1 2024 | 1 |
| HFG Wealth Management, LLC | 1 | 1 | 8.03% | 8.03% | 8.03% | Q1 2024 | Q1 2024 | 1 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
| Peregrine Asset Advisers, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
| Future Financial Wealth Managment LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2024 | Q1 2024 | 1 |
| Mechanics Financial Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| Golden State Equity Partners | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2024 | Q2 2024 | 1 |
| TrueWealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2024 | Q1 2024 | 1 |
| RIVERSEDGE ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2024 | Q1 2024 | 1 |
| TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
| DUDLEY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2024 | Q1 2024 | 1 |
| Rockline Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2024 | Q1 2024 | 1 |
| CALDWELL SUTTER CAPITAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| STEPHENS INC /AR/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
| Pasadena Private Wealth, LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2024 | Q2 2024 | 1 |
| Coppell Advisory Solutions Corp. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2024 | Q1 2024 | 1 |
| Atomi Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
| Perennial Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2024 | Q1 2024 | 1 |
| AlphaQ Advisors LLC | 1 | 1 | 2.96% | 2.96% | 2.96% | Q1 2024 | Q1 2024 | 1 |
| Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| Beaumont Financial Advisors, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q2 2024 | Q2 2024 | 1 |
| Ascent Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
| Wagner Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2024 | Q2 2024 | 1 |
| Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2024 | Q1 2024 | 1 |
| SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
| BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2024 | Q2 2024 | 1 |
| ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| Fairscale Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2024 | Q2 2024 | 1 |
| KLR INVESTMENT ADVISORS, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2024 | Q1 2024 | 1 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2024 | Q2 2024 | 1 |
| Davis Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| HANCOCK WHITNEY CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
| Wealthfront Advisers LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2024 | Q2 2024 | 1 |
| Prospera Financial Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| MADDEN SECURITIES Corp | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2024 | Q2 2024 | 1 |
| FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
| Strait & Sound Wealth Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2024 | Q1 2024 | 1 |
| Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| Great Lakes Retirement, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
| Avondale Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
| Cerity Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| Affinity Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2024 | Q2 2024 | 1 |
| Meridian Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2024 | Q1 2024 | 1 |
| Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
| Legend Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| GFG Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2024 | Q1 2024 | 1 |
| Chiron Investment Management, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2024 | Q1 2024 | 1 |
| INVERNESS COUNSEL LLC /NY/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
| CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2024 | Q1 2024 | 1 |
| TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
| BRAVE ASSET MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2024 | Q1 2024 | 1 |
| SENTINEL PENSION ADVISORS INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2024 | Q1 2024 | 1 |
| Sentry LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q1 2024 | 1 |
| TAP Consulting, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2024 | Q1 2024 | 1 |
| NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
| Pathway Financial Advisers, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q1 2024 | 1 |
| Cetera Investment Advisers | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2024 | Q1 2024 | 1 |
| Secure Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2024 | Q2 2024 | 1 |
| Wealth Quarterback LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2024 | Q1 2024 | 1 |
| Rise Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| Carolina Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 |
| DRW Securities, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2024 | Q2 2024 | 1 |
| Foster Victor Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
| MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
| REGIONS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| Blackhawk Capital Partners LLC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2024 | Q2 2024 | 1 |
| PRW Wealth Management LLC | 1 | 1 | 1.98% | 1.98% | 1.98% | Q1 2021 | Q1 2021 | 1 |
| Freestone Capital Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
| BlueChip Wealth Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2024 | Q1 2024 | 1 |
| CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2021 | Q1 2021 | 1 |
| Waldron Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
| UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
| First PREMIER Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| TRUE Private Wealth Advisors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2024 | Q2 2024 | 1 |
| Violich Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
| Frazier Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 |
| Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
| WCG Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2024 | Q2 2024 | 1 |
| FIDUCIARY FINANCIAL GROUP, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2024 | Q2 2024 | 1 |
| Starfox Financial Services, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2024 | Q1 2024 | 1 |
| Wealthstar Advisors, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2024 | Q2 2024 | 1 |
| Herold Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2024 | Q1 2024 | 1 |
| Wealthcare Advisory Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 |
| Ridgewood Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2024 | Q2 2024 | 1 |
| Ashton Thomas Private Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| GOLDMAN SACHS GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| Verde Capital Management | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2024 | Q2 2024 | 1 |
| WOLVERINE TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
| Gainplan LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2024 | Q2 2024 | 1 |
| Abacus Planning Group, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2024 | Q2 2024 | 1 |
| CUTLER INVESTMENT COUNSEL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q1 2024 | 1 |
| Newbridge Financial Services Group, Inc. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2024 | Q1 2024 | 1 |
| Executive Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q1 2024 | 1 |
| Coordinated Financial Services, Inc./CO | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2024 | Q1 2024 | 1 |
| Sculptor Capital LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2024 | Q1 2024 | 1 |
| Able Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2023 | Q4 2023 | 1 |
| Narus Financial Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2024 | Q1 2024 | 1 |
| Coastal Bridge Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2024 | Q1 2024 | 1 |
| SP Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
| VISTA FINANCE, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2024 | Q2 2024 | 1 |
| Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| Johnson & White Wealth Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2024 | Q1 2024 | 1 |
| Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
| Wealth Alliance Advisory Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2024 | Q2 2024 | 1 |
| Corriente Advisors, LLC | 1 | 1 | 4.54% | 4.54% | 4.54% | Q1 2020 | Q1 2020 | 1 |
| MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| Crabel Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
| Level Financial Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2024 | Q1 2024 | 1 |
| Malaga Cove Capital, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2024 | Q1 2024 | 1 |
| Madison Wealth Partners, Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2024 | Q1 2024 | 1 |
| Edgewood Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
| Financial Advocates Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
| EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
| INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
| Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| ASSOCIATED BANC-CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
| HBK INVESTMENTS L P | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2024 | Q1 2024 | 1 |
| HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| BCS Wealth Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2024 | Q1 2024 | 1 |
| SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
| Private Capital Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
| Concorde Asset Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2024 | Q1 2024 | 1 |
| Bracebridge Capital, LLC | 1 | 1 | 3.27% | 3.27% | 3.27% | Q1 2024 | Q1 2024 | 1 |
| Fernwood Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
| SUMMIT FINANCIAL GROUP, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
| Warberg Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2024 | Q2 2024 | 1 |
| Marathon Trading Investment Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2024 | Q1 2024 | 1 |
| TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
| CNB Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
| United Asset Strategies, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 |
| WorthPointe, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2024 | Q1 2024 | 1 |
| KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
| TOMPKINS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| SWAN Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q1 2024 | 1 |
| PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| J. Safra Sarasin Holding AG | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
| Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| SHIKIAR ASSET MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
| U S GLOBAL INVESTORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
| EUDAIMONIA ADVISORS LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2024 | Q1 2024 | 1 |
| Wallington Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2024 | Q1 2024 | 1 |
| Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
| FARALLON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2024 | Q1 2024 | 1 |
| Advisor OS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q1 2024 | 1 |
| Byrne Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2024 | Q1 2024 | 1 |
| NBC SECURITIES, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2024 | Q2 2024 | 1 |
| Total Wealth Planning, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q1 2024 | 1 |
| Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q1 2024 | 1 |
| Renaissance Technologies | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
| Delta Financial Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2024 | Q1 2024 | 1 |
| International Private Wealth Advisors LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2023 | Q4 2023 | 1 |
| LifeSteps Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
| Red Door Wealth Management, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2024 | Q2 2024 | 1 |
| Abich Financial Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2024 | Q2 2024 | 1 |
| Smith Anglin Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
| Guidance Point Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2024 | Q1 2024 | 1 |
| FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
| HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
This page lists all the filers that currently own GRAYSCALE BITCOIN TR BTC SHS or have owned GRAYSCALE BITCOIN TR BTC SHS in the past.