Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 48 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 39 |
Cutler Group LLC / CA | 12 | 12 | 0.00% | 0.02% | 0.26% | Q4 2020 | Q3 2023 | 34 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 28 |
RAYMOND JAMES & ASSOCIATES | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 24 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 23 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Neuberger Berman Group LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 22 |
Financial Management Professionals, Inc. | 22 | 22 | 0.00% | 0.41% | 1.78% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Focused Wealth Management, Inc | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Allworth Financial LP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.01% | 0.27% | Q2 2018 | Q3 2023 | 22 |
Ameritas Investment Partners, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
North Star Investment Management Corp. | 22 | 22 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CITY HOLDING CO | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CENTRAL TRUST Co | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
CX Institutional | 20 | 1 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 21 |
GOLDMAN SACHS GROUP INC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
BerganKDV Wealth Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 20 |
Veritable, L.P. | 20 | 20 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 20 |
HighTower Advisors, LLC | 18 | 18 | 0.00% | 0.03% | 0.11% | Q2 2019 | Q3 2023 | 20 |
Zurich Insurance Group Ltd/FI | 20 | 20 | 0.07% | 0.11% | 0.17% | Q2 2018 | Q1 2023 | 20 |
Gradient Investments LLC | 13 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 19 | 19 | 0.00% | 0.03% | 0.14% | Q1 2019 | Q3 2023 | 19 |
VALLEY NATIONAL ADVISERS INC | 19 | 19 | 0.01% | 0.15% | 0.43% | Q1 2019 | Q3 2023 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 19 |
EASTERN BANK | 15 | 3 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q4 2022 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Covington Capital Management | 18 | 18 | 0.03% | 0.04% | 0.08% | Q2 2018 | Q3 2022 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2022 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
FMR LLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
B. Riley Wealth Advisors, Inc. | 18 | 18 | 0.01% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 18 |
EP Wealth Advisors, LLC | 18 | 18 | 0.01% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 17 |
Princeton Global Asset Management LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Janney Montgomery Scott LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.06% | 0.13% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Family Firm, Inc. | 16 | 16 | 0.41% | 0.79% | 1.37% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q2 2022 | 16 |
Pacific Center for Financial Services | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
Barrett Asset Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2022 | 16 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 16 | 16 | 0.05% | 0.07% | 0.11% | Q4 2018 | Q3 2022 | 16 |
COMMERCE BANK | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
AMERIPRISE FINANCIAL INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 15 |
FIDUCIARY TRUST CO | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Advisory Services Network, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 15 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
HOWE & RUSLING INC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Carroll Financial Associates, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 14 |
JFG Wealth Management, LLC | 14 | 14 | 0.07% | 0.18% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisor Networks LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
JPMORGAN CHASE & CO | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 4 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q4 2021 | 14 |
Elwood & Goetz Wealth Advisory Group, LLC | 13 | 1 | 0.07% | 0.13% | 0.19% | Q4 2019 | Q2 2023 | 14 |
Community Bank, N.A. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PROFESSIONAL PLANNING | 14 | 14 | 0.33% | 0.84% | 1.50% | Q2 2018 | Q3 2021 | 14 |
JFS WEALTH ADVISORS, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CIBC WORLD MARKET INC. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
MOLLER WEALTH PARTNERS | 13 | 13 | 0.08% | 0.16% | 0.25% | Q3 2020 | Q3 2023 | 13 |
WMS Partners, LLC | 13 | 13 | 0.06% | 0.17% | 0.34% | Q1 2020 | Q1 2023 | 13 |
LFA - Lugano Financial Advisors SA | 13 | 13 | 0.13% | 0.22% | 0.40% | Q3 2020 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 7 | 6 | 0.00% | 0.04% | 0.13% | Q3 2018 | Q4 2021 | 13 |
Evolution Wealth Advisors, LLC | 13 | 13 | 0.13% | 0.80% | 1.67% | Q3 2020 | Q3 2023 | 13 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Private Advisor Group, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 13 |
NWAM LLC | 12 | 1 | 0.05% | 0.08% | 0.13% | Q2 2020 | Q3 2023 | 13 |
NTV ASSET MANAGEMENT LLC | 13 | 13 | 0.24% | 0.75% | 1.50% | Q3 2020 | Q3 2023 | 13 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Lindbrook Capital, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Capital Investment Advisory Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Prism Advisors, Inc. | 8 | 1 | 0.07% | 0.10% | 0.17% | Q4 2019 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Wealthspire Advisors, LLC | 12 | 12 | 0.01% | 0.05% | 0.15% | Q4 2020 | Q3 2023 | 12 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 12 | 12 | 0.20% | 0.39% | 0.71% | Q4 2020 | Q3 2023 | 12 |
Diversified, LLC | 12 | 12 | 0.06% | 0.98% | 3.89% | Q4 2020 | Q3 2023 | 12 |
MML INVESTORS SERVICES, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
BLAIR WILLIAM & CO/IL | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Asset Dedication, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
RETIREMENT INCOME SOLUTIONS, INC | 12 | 12 | 0.12% | 0.27% | 0.47% | Q4 2020 | Q3 2023 | 12 |
AE Wealth Management LLC | 7 | 5 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Tower Research Capital LLC (TRC) | 9 | 3 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 12 |
Founders Financial Alliance, LLC | 10 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Pacifica Partners Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2023 | 11 |
Hexagon Capital Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MEITAV INVESTMENT HOUSE LTD | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
WADE G W & INC | 11 | 11 | 0.01% | 0.06% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Harel Insurance Investments & Financial Services Ltd. | 11 | 11 | 0.01% | 0.14% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BTR CAPITAL MANAGEMENT INC | 11 | 11 | 0.06% | 0.10% | 0.15% | Q1 2020 | Q3 2022 | 11 |
BARCLAYS PLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 5 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 11 |
M&R CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
FIFTH THIRD BANCORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
Providence First Trust Co | 11 | 11 | 0.42% | 0.86% | 1.64% | Q1 2021 | Q3 2023 | 11 |
Kistler-Tiffany Companies, LLC | 11 | 11 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 11 |
IHT Wealth Management, LLC | 10 | 10 | 0.02% | 0.04% | 0.14% | Q2 2021 | Q3 2023 | 10 |
GLENMEDE TRUST CO NA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 10 |
Bank of New Hampshire | 10 | 10 | 0.00% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 10 |
BNP PARIBAS FINANCIAL MARKETS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
HARBOR INVESTMENT ADVISORY, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Migdal Insurance & Financial Holdings Ltd. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Western Wealth Management, LLC | 8 | 2 | 0.02% | 0.05% | 0.13% | Q1 2021 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
First Horizon Advisors, Inc. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
WASHINGTON TRUST Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Mutual Advisors, LLC | 10 | 10 | 0.02% | 0.07% | 0.32% | Q2 2020 | Q3 2022 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q1 2023 | 10 |
JAMES INVESTMENT RESEARCH INC | 10 | 10 | 0.00% | 0.15% | 0.58% | Q3 2020 | Q4 2022 | 10 |
FIRST MANHATTAN CO. LLC. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 9 |
Rockefeller Capital Management L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Annapolis Financial Services, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
MAI Capital Management | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Avior Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
NVWM, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
JOHN G ULLMAN & ASSOCIATES INC | 7 | 2 | 0.20% | 0.28% | 0.50% | Q2 2018 | Q3 2023 | 9 |
NewEdge Advisors, LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Sage Mountain Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
AVALON CAPITAL MANAGEMENT | 6 | 3 | 0.45% | 1.46% | 3.31% | Q4 2020 | Q2 2023 | 9 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 9 |
MOTCO | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
One Capital Management, LLC | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Parkside Financial Bank & Trust | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
GOFEN & GLOSSBERG LLC /IL/ | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Banque Cantonale Vaudoise | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Bartlett & Co. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
STEPHENS INC /AR/ | 8 | 8 | 0.05% | 0.07% | 0.08% | Q2 2019 | Q1 2021 | 8 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 8 | 8 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q3 2022 | 8 |
FIL Ltd | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Sargent Investment Group, LLC | 8 | 8 | 0.08% | 0.53% | 0.86% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Parcion Private Wealth LLC | 8 | 8 | 0.03% | 0.07% | 0.11% | Q2 2020 | Q1 2022 | 8 |
Carolina Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Cordasco Financial Network | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
Mirae Asset Global Investments Co., Ltd. | 7 | 1 | 0.00% | 0.03% | 0.09% | Q3 2020 | Q1 2023 | 8 |
Psagot Value Holdings Ltd. | 4 | 4 | 0.00% | 0.13% | 0.42% | Q2 2018 | Q3 2021 | 8 |
CAPTRUST FINANCIAL ADVISORS | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 8 |
SIMPLEX TRADING, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Royal Fund Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Equitable Holdings, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
PIN OAK INVESTMENT ADVISORS INC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Aufman Associates Inc | 7 | 7 | 0.18% | 0.25% | 0.34% | Q3 2020 | Q1 2022 | 7 |
Cetera Advisors LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 7 |
HSBC HOLDINGS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Belpointe Asset Management LLC | 5 | 2 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q1 2023 | 7 |
Abbrea Capital, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q1 2022 | 7 |
FourThought Financial, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Arete Wealth Advisors, LLC | 5 | 2 | 0.02% | 0.05% | 0.14% | Q4 2020 | Q3 2022 | 7 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Creative Planning | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Bogart Wealth, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
AlphaCore Capital LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 7 |
Stonebridge Financial Planning Group, LLC | 6 | 6 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q4 2021 | 6 |
Somerset Group LLC | 6 | 6 | 0.35% | 0.49% | 0.62% | Q1 2021 | Q2 2022 | 6 |
STRATEGIC WEALTH MANAGEMENT INC | 6 | 6 | 1.50% | 1.89% | 2.48% | Q3 2020 | Q4 2021 | 6 |
Joel Isaacson & Co., LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
EPG Wealth Management LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Private Portfolio Partners LLC | 6 | 6 | 0.05% | 0.08% | 0.12% | Q4 2020 | Q1 2022 | 6 |
Lenox Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 6 |
Running Point Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Allianz Asset Management GmbH | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Endurance Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
Activest Wealth Management | 4 | 2 | 0.05% | 0.11% | 0.22% | Q1 2021 | Q4 2022 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
FRANKLIN RESOURCES INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
MCMILLION CAPITAL MANAGEMENT INC | 6 | 6 | 0.64% | 0.92% | 1.23% | Q2 2021 | Q3 2022 | 6 |
Hudock, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Anchor Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Advisors Preferred, LLC | 5 | 1 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q2 2020 | 6 |
CJM Wealth Advisers, Ltd. | 6 | 6 | 0.13% | 0.37% | 0.92% | Q4 2021 | Q1 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
COLONY GROUP LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 6 |
High Falls Advisors, Inc | 3 | 1 | 0.18% | 0.24% | 0.28% | Q1 2019 | Q1 2021 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 5 |
SRS Capital Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
Element Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Cetera Investment Advisers | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 5 |
MONEY CONCEPTS CAPITAL CORP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 5 |
McIlrath & Eck, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Financial Advocates Investment Management | 5 | 5 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Tyler-Stone Wealth Management | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Fortis Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
HC FINANCIAL ADVISORS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Platt Investment Counsel, LLC | 5 | 5 | 4.52% | 5.68% | 7.03% | Q4 2020 | Q4 2021 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2021 | 5 |
EATON VANCE MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
Clean Yield Group | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 5 |
Rain Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Howard Capital Management Group, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 5 |
Total Wealth Planning, LLC | 5 | 5 | 0.05% | 0.48% | 0.75% | Q1 2022 | Q1 2023 | 5 |
Renaissance Technologies | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 5 |
Smith Anglin Financial, LLC | 5 | 5 | 0.05% | 0.11% | 0.22% | Q4 2020 | Q4 2021 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 5 |
Charter Oak Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Optiver Holding B.V. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Vivaldi Capital Management LP | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 4 |
FLOW TRADERS U.S. LLC | 4 | 4 | 0.00% | 0.19% | 0.40% | Q4 2020 | Q3 2021 | 4 |
Telos Capital Management, Inc. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
G&S Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Navis Wealth Advisors, LLC | 4 | 4 | 0.29% | 0.37% | 0.42% | Q4 2020 | Q3 2021 | 4 |
Avidian Wealth Solutions, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.00% | 0.13% | 0.22% | Q2 2018 | Q2 2021 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Costello Asset Management, INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Brevan Howard Capital Management LP | 4 | 4 | 0.26% | 0.86% | 2.03% | Q4 2020 | Q3 2021 | 4 |
Stonebridge Capital Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Aptus Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
MinichMacGregor Wealth Management, LLC | 3 | 1 | 0.01% | 0.11% | 0.19% | Q3 2020 | Q4 2022 | 4 |
Continuum Advisory, LLC | 4 | 4 | 0.05% | 0.08% | 0.11% | Q1 2021 | Q4 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Accel Wealth Management | 4 | 4 | 0.05% | 0.10% | 0.16% | Q1 2021 | Q4 2021 | 4 |
Stegent Equity Advisors, Inc. | 4 | 4 | 0.41% | 0.99% | 1.61% | Q4 2021 | Q3 2022 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
QUADRANT CAPITAL GROUP LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RPg Family Wealth Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Laidlaw Wealth Management LLC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
MONECO Advisors, LLC | 4 | 4 | 0.26% | 0.39% | 0.50% | Q4 2020 | Q3 2021 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
WealthShield Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
Next Capital Management LLC | 3 | 3 | 0.30% | 0.33% | 0.36% | Q4 2020 | Q2 2021 | 3 |
Portfolio Strategies, Inc. | 3 | 3 | 0.55% | 2.06% | 4.38% | Q3 2020 | Q1 2021 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.00% | 0.05% | 0.09% | Q2 2020 | Q4 2020 | 3 |
NOTTINGHAM ADVISORS, INC. | 3 | 3 | 0.08% | 0.08% | 0.10% | Q3 2022 | Q1 2023 | 3 |
Point Break Capital Management, LLC | 3 | 3 | 0.05% | 0.10% | 0.13% | Q4 2020 | Q2 2021 | 3 |
HAP Trading, LLC | 2 | 1 | 0.04% | 0.09% | 0.18% | Q3 2020 | Q4 2021 | 3 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 3 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2021 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 3 | 3 | 0.78% | 0.82% | 0.87% | Q2 2021 | Q4 2021 | 3 |
New Republic Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Curtis Advisory Group, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q2 2021 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
LAZARD ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 0.17% | 0.20% | 0.24% | Q4 2020 | Q2 2021 | 3 |
Braun-Bostich & Associates Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 3 |
Candriam S.C.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Occidental Asset Management, LLC | 3 | 3 | 0.07% | 0.18% | 0.26% | Q1 2021 | Q3 2021 | 3 |
Tradewinds Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Millburn Ridgefield Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 3 |
Vista Private Wealth Partners. LLC | 3 | 3 | 0.79% | 0.84% | 0.90% | Q2 2021 | Q4 2021 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
TD Waterhouse Canada Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
SUMMIT FINANCIAL GROUP, INC. | 3 | 3 | 0.10% | 0.10% | 0.11% | Q4 2020 | Q2 2021 | 3 |
ATLAS CAPITAL ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
SMITH, MOORE & CO. | 2 | 1 | 0.16% | 0.21% | 0.26% | Q3 2020 | Q2 2021 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Vigilare Wealth Management | 3 | 3 | 0.24% | 0.58% | 1.14% | Q1 2021 | Q3 2021 | 3 |
Brookstone Capital Management | 3 | 3 | 0.07% | 0.12% | 0.18% | Q3 2020 | Q1 2021 | 3 |
Fulcrum Equity Management | 3 | 3 | 0.22% | 0.38% | 0.54% | Q3 2020 | Q1 2021 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Founders Capital Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
STRATEGY ASSET MANAGERS LLC | 3 | 3 | 0.07% | 0.09% | 0.13% | Q3 2020 | Q1 2021 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 3 | 3 | 0.76% | 1.73% | 2.94% | Q1 2020 | Q3 2020 | 3 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 1 | 0.14% | 0.38% | 0.84% | Q3 2020 | Q2 2021 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q1 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Ayalon Insurance Comp Ltd. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.01% | 0.09% | 0.25% | Q1 2021 | Q3 2021 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
Collaborative Wealth Managment Inc. | 1 | 1 | 0.29% | 0.38% | 0.44% | Q1 2021 | Q2 2022 | 3 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GenTrust, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Capital Asset Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.08% | 5.02% | 9.96% | Q4 2020 | Q1 2021 | 2 |
PRENTISS SMITH & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q1 2022 | Q3 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.44% | 0.58% | 0.72% | Q3 2020 | Q4 2020 | 2 |
Bard Financial Services, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
ARGI Investment Services, LLC | 2 | 2 | 0.03% | 0.15% | 0.26% | Q2 2021 | Q3 2021 | 2 |
APPLETON GROUP, LLC | 1 | 1 | 0.42% | 0.56% | 0.69% | Q1 2022 | Q3 2022 | 2 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INSTRUMENTAL WEALTH, LLC | 2 | 2 | 1.21% | 1.25% | 1.29% | Q2 2023 | Q3 2023 | 2 |
Canal Capital Management, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.05% | 0.10% | Q1 2019 | Q2 2021 | 2 |
Monterey Private Wealth, Inc. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q2 2021 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
RMR Wealth Builders | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.24% | 0.26% | 0.29% | Q4 2020 | Q1 2021 | 2 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 0.55% | 1.42% | 2.28% | Q4 2020 | Q2 2021 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MTM Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
ELEMENT POINTE ADVISORS, LLC | 2 | 2 | 0.50% | 0.70% | 0.90% | Q2 2021 | Q3 2021 | 2 |
Ulrich Consultants & Investment Group, LLC | 2 | 2 | 1.43% | 1.74% | 2.05% | Q2 2022 | Q3 2022 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q1 2021 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2019 | Q3 2019 | 2 |
Quantitative Investment Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 2 | 0.03% | 0.09% | 0.15% | Q3 2021 | Q4 2021 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Demars Financial Group, LLC | 2 | 2 | 1.00% | 1.05% | 1.09% | Q1 2021 | Q2 2021 | 2 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Pekin Hardy Strauss, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Highlander Capital Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.20% | 0.38% | 0.56% | Q2 2022 | Q2 2023 | 2 |
HOWARD CAPITAL MANAGEMENT | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
NorthRock Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 2 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 2 |
Wealth Management Partners, LLC | 2 | 2 | 0.81% | 1.11% | 1.41% | Q4 2020 | Q1 2021 | 2 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SG3 Management, LLC | 1 | 1 | 0.15% | 0.16% | 0.17% | Q4 2021 | Q4 2021 | 2 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PFS Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Sandbox Financial Partners, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2021 | Q1 2021 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
SPROTT INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
CONNABLE OFFICE INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BANK HAPOALIM BM | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Wealth Alliance Advisory Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Fiduciary Trust Co International of Pennsylvania | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2019 | Q1 2019 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LWS Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
AIGH Capital Management LLC | 1 | 1 | 2.07% | 2.07% | 2.07% | Q1 2021 | Q1 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Certified Advisory Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Wealth Alliance | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Southern Farm Bureau Life Insurance | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Spectrum Wealth Advisory Group, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2021 | Q1 2021 | 1 |
Covestor Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
360 Financial, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2022 | Q3 2022 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sigma Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2020 | Q2 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Greenwich Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Nvest Financial, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2022 | Q1 2022 | 1 |
Knuff & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Piscataqua Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Miller Investment Management, LP | 1 | 1 | 2.84% | 2.84% | 2.84% | Q4 2020 | Q4 2020 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Trexquant Investment LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SFMG, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | 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 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2021 | Q1 2021 | 1 |
Ergoteles LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2021 | Q3 2021 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own INVESCO EXCHANGE TRADED FD T or have owned INVESCO EXCHANGE TRADED FD T in the past.