Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 34 |
Citadel Advisors | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 30 |
Versant Capital Management, Inc | 23 | 23 | 0.00% | 0.04% | 0.17% | Q2 2018 | Q4 2023 | 23 |
ALESCO ADVISORS LLC | 22 | 22 | 0.02% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 22 | 22 | 0.33% | 0.43% | 0.57% | Q2 2018 | Q3 2023 | 22 |
WP Advisors, LLC | 22 | 22 | 0.20% | 2.14% | 3.84% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Armbruster Capital Management, Inc. | 22 | 22 | 6.81% | 10.81% | 18.72% | Q2 2018 | Q3 2023 | 22 |
Well Done, LLC | 22 | 22 | 0.12% | 0.70% | 1.30% | Q2 2018 | Q3 2023 | 22 |
CIBC Private Wealth Group, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.01% | 0.06% | 0.13% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Santori & Peters, Inc. | 22 | 22 | 0.26% | 1.11% | 3.41% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Allworth Financial LP | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
HighTower Advisors, LLC | 22 | 22 | 0.07% | 0.13% | 0.18% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
CONDOR CAPITAL MANAGEMENT | 22 | 22 | 0.23% | 1.66% | 5.20% | Q2 2018 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.10% | Q1 2016 | Q3 2023 | 22 |
KING LUTHER CAPITAL MANAGEMENT CORP | 14 | 7 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
PARK AVENUE SECURITIES LLC | 21 | 21 | 0.14% | 0.61% | 2.16% | Q2 2018 | Q2 2023 | 21 |
Geneos Wealth Management Inc. | 21 | 21 | 0.00% | 0.01% | 0.10% | Q3 2018 | Q3 2023 | 21 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 10 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 21 |
Raymond James Financial Services Advisors, Inc. | 13 | 8 | 0.00% | 0.05% | 0.16% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
FinTrust Capital Advisors, LLC | 20 | 20 | 1.25% | 2.50% | 4.36% | Q4 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Invesco Ltd. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.32% | 0.72% | 1.25% | Q4 2018 | Q3 2023 | 20 |
Salomon & Ludwin, LLC | 20 | 20 | 0.03% | 0.08% | 0.17% | Q4 2018 | Q3 2023 | 20 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 19 | 19 | 2.07% | 2.43% | 3.93% | Q4 2018 | Q2 2023 | 19 |
Steward Partners Investment Advisory, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 19 |
MorganRosel Wealth Management, LLC | 11 | 8 | 0.11% | 1.72% | 3.40% | Q4 2018 | Q3 2023 | 19 |
SIGNATUREFD, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 19 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.00% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 19 |
Brinker Capital Investments, LLC | 19 | 19 | 0.01% | 0.18% | 0.40% | Q2 2018 | Q4 2022 | 19 |
American Portfolios Advisors | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2022 | 18 |
COOKSON PEIRCE & CO INC | 18 | 18 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Diligent Investors, LLC | 12 | 6 | 0.07% | 0.30% | 1.21% | Q3 2018 | Q3 2023 | 18 |
HBK Sorce Advisory LLC | 15 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 18 |
CITIGROUP INC | 15 | 2 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.15% | 0.49% | Q4 2019 | Q3 2023 | 17 |
Connecticut Wealth Management, LLC | 10 | 7 | 0.07% | 0.31% | 1.18% | Q2 2019 | Q3 2023 | 17 |
Financial Advisory Group | 17 | 17 | 0.11% | 4.06% | 6.83% | Q2 2018 | Q2 2022 | 17 |
Advisory Services Network, LLC | 8 | 1 | 0.01% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 17 |
NATIXIS | 13 | 4 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 17 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.04% | 0.53% | 0.94% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Partners, LTD. | 11 | 5 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.07% | 0.09% | 0.20% | Q4 2019 | Q3 2023 | 16 |
WealthPLAN Partners, LLC | 11 | 5 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q4 2023 | 16 |
NORTHERN TRUST CORP | 10 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.20% | 0.89% | Q3 2018 | Q2 2022 | 16 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 16 | 16 | 0.04% | 0.53% | 4.22% | Q3 2019 | Q2 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SPC Financial, Inc. | 8 | 2 | 0.04% | 0.13% | 0.32% | Q2 2018 | Q3 2023 | 16 |
BigSur Wealth Management LLC | 16 | 16 | 1.82% | 2.41% | 3.14% | Q4 2019 | Q3 2023 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
HOWE & RUSLING INC | 16 | 16 | 0.00% | 0.12% | 1.80% | Q1 2019 | Q4 2022 | 16 |
Patriot Financial Group Insurance Agency, LLC | 10 | 5 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 15 |
ROTHSCHILD INVESTMENT LLC /IL | 15 | 15 | 0.11% | 0.40% | 0.58% | Q1 2020 | Q3 2023 | 15 |
Country Club Trust Company, n.a. | 15 | 15 | 0.02% | 0.12% | 0.31% | Q2 2018 | Q4 2021 | 15 |
Cetera Advisors LLC | 9 | 6 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Cetera Investment Advisers | 11 | 4 | 0.01% | 0.06% | 0.43% | Q1 2019 | Q2 2023 | 15 |
Financial Architects, Inc | 11 | 1 | 0.04% | 1.17% | 2.44% | Q2 2018 | Q4 2022 | 14 |
Baird Financial Group, Inc. | 7 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 11 | 3 | 0.04% | 0.59% | 1.16% | Q2 2018 | Q3 2023 | 14 |
RAYMOND JAMES TRUST N.A. | 12 | 2 | 0.01% | 0.06% | 0.19% | Q1 2020 | Q3 2023 | 14 |
Bogart Wealth, LLC | 14 | 14 | 0.00% | 0.47% | 2.68% | Q2 2020 | Q3 2023 | 14 |
Financial Enhancement Group LLC | 14 | 14 | 1.75% | 2.18% | 2.40% | Q2 2020 | Q3 2023 | 14 |
CULLEN/FROST BANKERS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 14 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 14 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 2 | 0.02% | 0.17% | 0.93% | Q2 2018 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Global Endowment Management, LP | 13 | 13 | 0.13% | 0.72% | 1.30% | Q2 2020 | Q2 2023 | 13 |
ACR Alpine Capital Research, LLC | 13 | 13 | 0.02% | 0.45% | 2.89% | Q3 2020 | Q3 2023 | 13 |
Global Retirement Partners, LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 13 |
NOMURA ASSET MANAGEMENT CO LTD | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 13 | 13 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q2 2021 | 13 |
BlackRock Inc. | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 13 |
Arkadios Wealth Advisors | 13 | 13 | 0.01% | 0.66% | 1.08% | Q3 2020 | Q3 2023 | 13 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Glassman Wealth Services | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 12 |
DAVENPORT & Co LLC | 10 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2023 | 12 |
CREDIT SUISSE AG/ | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.05% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Founders Financial Alliance, LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 12 |
Strategic Blueprint, LLC | 12 | 12 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
MinichMacGregor Wealth Management, LLC | 11 | 1 | 0.09% | 0.43% | 1.85% | Q2 2020 | Q3 2023 | 12 |
PBMares Wealth Management LLC | 12 | 12 | 0.17% | 0.23% | 0.40% | Q4 2020 | Q3 2023 | 12 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
Private Advisor Group, LLC | 11 | 1 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 12 |
US BANCORP \DE\ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 12 |
First Horizon Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Oxinas Partners Wealth Management LLC | 12 | 12 | 1.68% | 2.05% | 2.45% | Q4 2020 | Q3 2023 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q2 2023 | 12 |
Cornerstone Wealth Management, LLC | 6 | 1 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q1 2022 | 12 |
BRR OpCo, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q2 2022 | 12 |
Pinnacle Bancorp, Inc. | 12 | 12 | 0.01% | 0.06% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Spectrum Management Group, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Creative Planning | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 11 | 11 | 0.75% | 2.95% | 4.22% | Q1 2021 | Q3 2023 | 11 |
Prime Capital Investment Advisors, LLC | 9 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2021 | 11 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.12% | 0.26% | 0.47% | Q2 2018 | Q2 2022 | 11 |
Willis Johnson & Associates, Inc. | 11 | 11 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 11 |
SALEM INVESTMENT COUNSELORS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Janney Montgomery Scott LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Ayalon Insurance Comp Ltd. | 11 | 11 | 0.14% | 0.27% | 0.39% | Q1 2021 | Q3 2023 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 4 | 0.00% | 0.01% | 0.10% | Q3 2018 | Q2 2022 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 5 | 0.00% | 0.21% | 0.33% | Q4 2018 | Q1 2022 | 11 |
AGF Investments LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 11 |
G&S Capital LLC | 5 | 1 | 0.47% | 1.06% | 4.71% | Q3 2018 | Q1 2023 | 10 |
Poplar Forest Capital LLC | 10 | 10 | 0.04% | 0.08% | 0.13% | Q2 2021 | Q3 2023 | 10 |
SHINE INVESTMENT ADVISORY SERVICES INC | 10 | 10 | 0.12% | 2.31% | 3.87% | Q2 2018 | Q3 2020 | 10 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 10 | 10 | 4.35% | 10.10% | 13.45% | Q4 2017 | Q1 2020 | 10 |
MTM Investment Management, LLC | 10 | 10 | 0.01% | 0.19% | 0.50% | Q2 2021 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.27% | 2.96% | 5.04% | Q2 2021 | Q3 2023 | 10 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 10 |
DEUTSCHE BANK AG\ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 10 |
Allen Investment Management, LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2020 | 10 |
Paragon Capital Management Ltd | 9 | 1 | 0.09% | 0.86% | 4.42% | Q4 2018 | Q3 2023 | 10 |
Balentine LLC | 10 | 10 | 0.00% | 8.56% | 14.92% | Q2 2021 | Q3 2023 | 10 |
Leicht Financial Planning & Wealth Management, Inc. | 8 | 2 | 0.13% | 0.98% | 3.18% | Q2 2018 | Q1 2023 | 10 |
Keebeck Wealth Management, LLC | 10 | 10 | 1.53% | 3.51% | 4.22% | Q1 2021 | Q2 2023 | 10 |
Investors Research Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Ford Financial Group, LLC | 9 | 9 | 0.91% | 1.69% | 1.88% | Q4 2020 | Q4 2022 | 9 |
SouthState Corp | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Sandy Spring Bank | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Sigma Planning Corp | 5 | 2 | 0.01% | 0.08% | 0.22% | Q3 2019 | Q1 2023 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.30% | 0.40% | 0.47% | Q3 2021 | Q3 2023 | 9 |
Orion Portfolio Solutions, LLC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 9 | 0.03% | 0.05% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 9 | 9 | 1.18% | 1.49% | 2.41% | Q4 2020 | Q4 2022 | 9 |
CAPTRUST FINANCIAL ADVISORS | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
United Asset Strategies, Inc. | 9 | 9 | 0.04% | 0.61% | 0.93% | Q3 2021 | Q3 2023 | 9 |
1832 Asset Management L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 9 |
Gladstone Institutional Advisory LLC | 8 | 1 | 0.17% | 0.27% | 0.42% | Q2 2021 | Q3 2023 | 9 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 8 |
Planned Solutions, Inc. | 6 | 2 | 0.00% | 2.55% | 8.18% | Q3 2020 | Q2 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 8 | 8 | 0.04% | 1.11% | 1.89% | Q4 2021 | Q3 2023 | 8 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 0.47% | 0.53% | 0.61% | Q4 2021 | Q3 2023 | 8 |
SOL Capital Management CO | 8 | 8 | 0.10% | 0.47% | 0.73% | Q4 2021 | Q3 2023 | 8 |
Sheaff Brock Investment Advisors, LLC | 5 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2023 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
AdvisorNet Financial, Inc | 6 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Kingsview Wealth Management, LLC | 7 | 1 | 0.04% | 0.31% | 0.47% | Q2 2018 | Q2 2021 | 8 |
Clearwater Capital Advisors, LLC | 8 | 8 | 0.07% | 0.55% | 0.76% | Q2 2018 | Q1 2020 | 8 |
CWM, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.98% | 1.09% | 1.14% | Q2 2018 | Q1 2020 | 8 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.02% | 0.08% | 0.23% | Q2 2018 | Q2 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Goodman Advisory Group, LLC | 8 | 8 | 0.38% | 6.10% | 15.06% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Advocacy Wealth Management Services, LLC | 8 | 8 | 0.15% | 0.44% | 0.64% | Q2 2021 | Q1 2023 | 8 |
Willingdon Wealth Management | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
NEXT Financial Group, Inc | 5 | 1 | 0.05% | 0.16% | 0.33% | Q4 2018 | Q2 2021 | 8 |
Lindbrook Capital, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 8 |
Essex Financial Services, Inc. | 8 | 8 | 0.03% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
B. Riley Wealth Advisors, Inc. | 6 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 6 | 2 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q1 2023 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.56% | 0.97% | 1.25% | Q4 2021 | Q3 2023 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.40% | 2.17% | 6.39% | Q4 2021 | Q3 2023 | 8 |
HUNTINGTON NATIONAL BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
Almanack Investment Partners, LLC. | 4 | 4 | 0.04% | 0.19% | 0.37% | Q3 2021 | Q3 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7 | 1 | 0.01% | 0.04% | 0.14% | Q3 2020 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Equitable Holdings, Inc. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Cardan Capital Partners, LLC | 7 | 7 | 0.04% | 0.06% | 0.16% | Q1 2020 | Q3 2021 | 7 |
Astor Investment Management LLC | 4 | 3 | 0.02% | 0.46% | 2.18% | Q2 2018 | Q4 2021 | 7 |
SCOTIA CAPITAL INC. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Mariner, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 7 |
Citizens National Bank Trust Department | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TIEDEMANN ADVISORS, LLC | 7 | 7 | 0.05% | 0.27% | 0.86% | Q2 2018 | Q4 2019 | 7 |
Oakworth Capital, Inc. | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.02% | 0.10% | 0.28% | Q3 2020 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Mount Lucas Management LP | 5 | 2 | 0.60% | 6.49% | 8.41% | Q4 2021 | Q3 2023 | 7 |
Peak Financial Management, Inc. | 7 | 7 | 2.71% | 2.85% | 3.02% | Q1 2022 | Q3 2023 | 7 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 7 | 7 | 0.12% | 0.14% | 0.16% | Q2 2018 | Q4 2019 | 7 |
Baystate Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Concepts LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
AE Wealth Management LLC | 7 | 7 | 0.00% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Shepherd Financial Partners LLC | 5 | 2 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q1 2022 | 7 |
WealthTrust Asset Management, LLC | 7 | 7 | 0.38% | 4.63% | 8.10% | Q1 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
DB Wealth Management Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
AdvisorShares Investments LLC | 5 | 1 | 8.68% | 11.05% | 12.80% | Q2 2021 | Q1 2023 | 6 |
Financial Services Advisory Inc | 2 | 1 | 0.81% | 1.89% | 3.09% | Q2 2018 | Q3 2023 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
FIFTH THIRD BANCORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 6 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 6 |
MGO ONE SEVEN LLC | 6 | 6 | 0.02% | 0.16% | 0.41% | Q1 2022 | Q2 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
OPPENHEIMER & CO INC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Allie Family Office LLC | 6 | 6 | 0.23% | 0.25% | 0.27% | Q1 2022 | Q2 2023 | 6 |
Tidal Investments LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q2 2023 | 6 |
COZAD ASSET MANAGEMENT INC | 3 | 1 | 0.03% | 0.05% | 0.10% | Q2 2020 | Q4 2022 | 6 |
Insight Wealth Strategies, LLC | 6 | 6 | 1.93% | 2.01% | 2.09% | Q1 2022 | Q2 2023 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 3 | 1 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Ausdal Financial Partners, Inc. | 6 | 6 | 0.07% | 0.09% | 0.12% | Q2 2018 | Q3 2019 | 6 |
Trinity Wealth Management, LLC | 5 | 1 | 0.74% | 0.80% | 0.87% | Q2 2021 | Q1 2023 | 6 |
QS Investors, LLC | 4 | 2 | 0.02% | 0.09% | 0.20% | Q4 2018 | Q1 2021 | 6 |
Apollon Wealth Management, LLC | 3 | 3 | 0.02% | 0.10% | 0.21% | Q4 2021 | Q3 2023 | 6 |
EMFO, LLC | 6 | 6 | 0.10% | 0.10% | 0.11% | Q2 2021 | Q3 2022 | 6 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
KENFARB & CO. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q4 2019 | 5 |
Avidian Wealth Solutions, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q1 2023 | 5 |
WESPAC Advisors SoCal, LLC | 5 | 5 | 0.17% | 0.20% | 0.30% | Q2 2021 | Q2 2022 | 5 |
NOTTINGHAM ADVISORS, INC. | 5 | 5 | 0.04% | 1.03% | 1.95% | Q2 2021 | Q2 2022 | 5 |
TKG Advisors, LLC | 5 | 5 | 0.15% | 0.17% | 0.19% | Q1 2022 | Q1 2023 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
EATON VANCE MANAGEMENT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 5 |
Relative Value Partners Group, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
FIRST MERCHANTS CORP | 5 | 5 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q1 2020 | 5 |
McAdam, LLC | 5 | 5 | 0.33% | 0.43% | 0.53% | Q2 2018 | Q2 2019 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.63% | 0.70% | 0.75% | Q2 2021 | Q2 2022 | 5 |
Merriman Wealth Management, LLC | 3 | 2 | 0.22% | 0.51% | 0.72% | Q4 2020 | Q1 2022 | 5 |
BROWN ADVISORY INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 5 |
TPB WEALTH ADVISORS | 5 | 5 | 0.37% | 2.76% | 3.99% | Q1 2022 | Q1 2023 | 5 |
Lansing Street Advisors | 5 | 5 | 0.16% | 0.44% | 0.93% | Q2 2022 | Q2 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 5 |
Asset Dedication, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 5 |
Legacy Private Trust Co. | 4 | 1 | 0.02% | 0.07% | 0.15% | Q2 2018 | Q4 2019 | 5 |
One Capital Management, LLC | 5 | 5 | 1.88% | 2.26% | 2.58% | Q1 2022 | Q1 2023 | 5 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.01% | 0.24% | 0.50% | Q3 2019 | Q4 2022 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q1 2023 | 5 |
LINCOLN NATIONAL CORP | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 5 |
Archford Capital Strategies, LLC | 5 | 5 | 0.30% | 0.31% | 0.31% | Q3 2021 | Q3 2022 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 2 | 0.01% | 0.08% | 0.17% | Q1 2022 | Q3 2023 | 5 |
Capital Wealth Alliance, LLC | 5 | 5 | 0.31% | 0.44% | 0.64% | Q1 2022 | Q1 2023 | 5 |
Faithward Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 5 |
Financial Advocates Investment Management | 4 | 1 | 0.28% | 0.33% | 0.36% | Q2 2021 | Q4 2022 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
D.A. DAVIDSON & CO. | 4 | 1 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q2 2021 | 5 |
AlphaCentric Advisors LLC | 2 | 1 | 0.12% | 1.21% | 2.14% | Q4 2021 | Q3 2023 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 0.36% | 1.13% | 2.04% | Q4 2022 | Q3 2023 | 4 |
TRUEWEALTH LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.00% | 0.08% | 0.18% | Q2 2021 | Q2 2022 | 4 |
Aptus Capital Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
COMERICA BANK | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Addison Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.00% | 0.05% | 0.15% | Q2 2022 | Q3 2023 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Brown Advisory Securities, LLC | 4 | 4 | 0.04% | 0.06% | 0.11% | Q1 2021 | Q4 2021 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.23% | 0.27% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Cutler Group LLC / CA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 4 |
ATLAS CAPITAL ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
HNP Capital LLC | 4 | 4 | 0.45% | 0.61% | 0.78% | Q4 2018 | Q3 2019 | 4 |
Bridgewealth Advisory Group, LLC | 4 | 4 | 0.76% | 1.14% | 1.52% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.56% | 1.06% | 2.17% | Q4 2022 | Q3 2023 | 4 |
SG Americas Securities, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2019 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.11% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Eagle Strategies LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 1 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 4 |
Community Bank, N.A. | 4 | 4 | 0.23% | 0.38% | 0.50% | Q2 2021 | Q1 2022 | 4 |
SEAVIEW INVESTMENT MANAGERS LLC | 4 | 4 | 0.24% | 0.29% | 0.35% | Q3 2021 | Q2 2022 | 4 |
Hartford Financial Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Jacobi Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 4 |
VICUS CAPITAL | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 4 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q4 2022 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Ellevest, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
SIMPLEX TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PEDDOCK CAPITAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.08% | 0.82% | 2.30% | Q2 2018 | Q1 2021 | 3 |
Ahrens Investment Partners LLC | 2 | 1 | 0.06% | 0.19% | 0.31% | Q1 2022 | Q1 2023 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
January Capital Advisors LLC | 3 | 3 | 0.37% | 0.42% | 0.53% | Q4 2021 | Q2 2022 | 3 |
RFP Financial Group LLC | 3 | 3 | 0.00% | 7.42% | 20.80% | Q4 2022 | Q2 2023 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 1 | 0.06% | 0.28% | 0.41% | Q2 2019 | Q4 2020 | 3 |
Paragon Wealth Strategies, LLC | 3 | 3 | 3.08% | 5.94% | 7.86% | Q1 2023 | Q3 2023 | 3 |
Marietta Wealth Management, LLC | 3 | 3 | 0.85% | 0.89% | 0.92% | Q2 2018 | Q4 2018 | 3 |
Breakwater Capital Group | 3 | 3 | 0.28% | 0.47% | 0.70% | Q1 2023 | Q3 2023 | 3 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.07% | 0.15% | Q1 2021 | Q4 2022 | 3 |
DHK Financial Advisors, Inc. | 3 | 3 | 1.03% | 1.17% | 1.46% | Q1 2023 | Q3 2023 | 3 |
Arrow Investment Advisors, LLC | 3 | 3 | 4.75% | 5.03% | 5.35% | Q1 2023 | Q3 2023 | 3 |
Magnus Financial Group LLC | 3 | 3 | 0.02% | 0.07% | 0.10% | Q4 2020 | Q2 2021 | 3 |
CITY HOLDING CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
Capasso Planning Partners LLC | 3 | 3 | 0.15% | 0.17% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q2 2022 | 3 |
New Republic Capital, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Koss-Olinger Consulting, LLC | 3 | 3 | 0.04% | 1.02% | 1.61% | Q1 2021 | Q3 2021 | 3 |
FundX Investment Group, LLC | 3 | 3 | 0.53% | 11.04% | 21.52% | Q2 2021 | Q4 2021 | 3 |
Turim 21 Investimentos Ltda. | 3 | 3 | 0.12% | 0.19% | 0.29% | Q4 2021 | Q2 2022 | 3 |
REGENTATLANTIC CAPITAL LLC | 3 | 3 | 2.16% | 2.87% | 3.41% | Q1 2022 | Q3 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
3EDGE Asset Management, LP | 2 | 1 | 0.06% | 1.10% | 3.16% | Q2 2020 | Q2 2021 | 3 |
Fulcrum Equity Management | 1 | 1 | 1.08% | 1.25% | 1.58% | Q1 2021 | Q4 2022 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Bangor Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 1 | 0.01% | 0.07% | 0.11% | Q2 2021 | Q1 2022 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q2 2022 | 3 |
MCF Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Clear Perspectives Financial Planning, LLC | 3 | 3 | 0.27% | 1.48% | 2.33% | Q2 2022 | Q4 2022 | 3 |
Price Wealth, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 3 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.07% | 0.12% | Q1 2022 | Q2 2023 | 2 |
Hutchens & Kramer Investment Management Group, LLC | 2 | 2 | 0.14% | 0.16% | 0.19% | Q1 2022 | Q2 2022 | 2 |
Knott David M Jr | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.93% | 0.94% | 0.95% | Q1 2023 | Q2 2023 | 2 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.02% | 0.21% | 0.41% | Q2 2018 | Q3 2018 | 2 |
Argent Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Archer Investment Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 2 |
Golden State Equity Partners | 1 | 1 | 0.44% | 0.55% | 0.66% | Q1 2022 | Q1 2023 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Realta Investment Advisors | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Southern Wealth Management, LLP | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.16% | 0.43% | 0.70% | Q4 2020 | Q2 2022 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Plan Group Financial, LLC | 2 | 2 | 4.82% | 6.24% | 7.67% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q3 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Sumitomo Mitsui Trust Holdings, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 2 |
F3Logic, LLC | 2 | 2 | 1.53% | 1.65% | 1.77% | Q2 2022 | Q3 2022 | 2 |
Perennial Investment Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
TRUE Private Wealth Advisors | 2 | 2 | 0.05% | 0.11% | 0.18% | Q1 2022 | Q2 2022 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
COWEN AND COMPANY, LLC | 2 | 2 | 0.41% | 0.45% | 0.48% | Q2 2020 | Q3 2020 | 2 |
LMCG INVESTMENTS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Tuttle Capital Management, LLC | 2 | 2 | 0.08% | 0.31% | 0.54% | Q3 2019 | Q4 2019 | 2 |
GM Advisory Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.56% | 0.63% | 0.70% | Q1 2022 | Q2 2022 | 2 |
Brendel Financial Advisors LLC | 2 | 2 | 0.33% | 0.40% | 0.47% | Q4 2018 | Q1 2019 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.34% | 0.38% | 0.42% | Q1 2022 | Q2 2022 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 3.45% | 3.56% | 3.67% | Q4 2022 | Q1 2023 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
BANK HAPOALIM BM | 2 | 2 | 1.63% | 1.69% | 1.76% | Q4 2022 | Q1 2023 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q4 2022 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
PFG Investments, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
RiverTree Advisors, LLC | 2 | 2 | 2.78% | 2.79% | 2.81% | Q1 2022 | Q2 2022 | 2 |
Pacific Wealth Management | 2 | 2 | 9.59% | 9.83% | 10.08% | Q1 2021 | Q2 2021 | 2 |
COMMERCE BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Cerity Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 2 |
Kovack Advisors, Inc. | 1 | 1 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q1 2022 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2022 | Q2 2022 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2018 | Q3 2018 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 5.68% | 5.68% | 5.68% | Q4 2019 | Q4 2019 | 1 |
Noked Capital LTD | 1 | 1 | 5.59% | 5.59% | 5.59% | Q3 2019 | Q3 2019 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Americana Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Vestcor Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Deane Retirement Strategies, Inc. | 1 | 1 | 3.10% | 3.10% | 3.10% | Q4 2022 | Q4 2022 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Noked Israel Ltd | 1 | 1 | 5.59% | 5.59% | 5.59% | Q3 2019 | Q3 2019 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2019 | Q2 2019 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2021 | Q2 2021 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
RESOLUTE FINANCIAL, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Brookstone Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2021 | Q3 2021 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2021 | Q3 2021 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q2 2023 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2021 | Q2 2021 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 3.74% | 3.74% | 3.74% | Q1 2021 | Q1 2021 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2019 | Q4 2019 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q1 2021 | Q1 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Stack Financial Management, Inc | 1 | 1 | 2.88% | 2.88% | 2.88% | Q4 2019 | Q4 2019 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2022 | Q4 2022 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2018 | Q2 2018 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 3.73% | 3.73% | 3.73% | Q2 2022 | Q2 2022 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2018 | Q4 2018 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
South Shore Capital Advisors | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2022 | Q1 2022 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2022 | Q1 2022 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 3.41% | 3.41% | 3.41% | Q3 2023 | Q3 2023 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Banque Cantonale Vaudoise | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Element Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
COOPER/HAIMS ADVISORS, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
CUMBERLAND ADVISORS INC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q3 2018 | Q3 2018 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2020 | Q1 2020 | 1 |
COUNTRY CLUB BANK /GFN | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
VIAWEALTH, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2018 | Q2 2018 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Royal Harbor Partners, LLC | 1 | 1 | 4.34% | 4.34% | 4.34% | Q4 2019 | Q4 2019 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Ergoteles LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
Trek Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cresta Advisors, Ltd. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2023 | Q1 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Kesler, Norman & Wride, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Capital Square, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Park Capital Group, Inc. | 1 | 1 | 17.20% | 17.20% | 17.20% | Q1 2021 | Q1 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.