Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 34 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 24 | 24 | 1.18% | 8.71% | 12.29% | Q4 2017 | Q3 2023 | 24 |
Lowe Wealth Advisors, LLC | 23 | 23 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2023 | 23 |
BALDWIN BROTHERS LLC/MA | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 23 |
OPTIMUM INVESTMENT ADVISORS | 23 | 23 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q4 2023 | 23 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.01% | 0.07% | 0.18% | Q2 2018 | Q3 2023 | 22 |
B. Riley Wealth Advisors, Inc. | 22 | 22 | 0.04% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CUTLER INVESTMENT COUNSEL LLC | 22 | 22 | 3.48% | 6.03% | 8.02% | Q2 2018 | Q3 2023 | 22 |
Gs Investments, Inc. | 22 | 22 | 0.01% | 0.02% | 0.10% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Well Done, LLC | 22 | 22 | 0.06% | 0.66% | 1.99% | Q2 2018 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
SPC Financial, Inc. | 22 | 22 | 0.08% | 0.47% | 0.94% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CIBC Private Wealth Group, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Investors Research Corp | 22 | 22 | 0.36% | 0.79% | 1.11% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.01% | 0.05% | 0.36% | Q2 2018 | Q3 2023 | 22 |
NewEdge Advisors, LLC | 22 | 22 | 0.00% | 0.14% | 0.53% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Jackson, Grant Investment Advisers, Inc. | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
McAdam, LLC | 22 | 22 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.01% | 0.03% | 0.18% | Q2 2018 | Q3 2023 | 22 |
Creative Planning | 22 | 22 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
New England Private Wealth Advisors LLC | 22 | 22 | 3.84% | 4.84% | 5.48% | Q2 2018 | Q3 2023 | 22 |
LINCOLN NATIONAL CORP | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.10% | 0.26% | 0.49% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Citadel Advisors | 13 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.01% | 0.06% | 0.16% | Q2 2018 | Q3 2023 | 22 |
KING LUTHER CAPITAL MANAGEMENT CORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Marquette Asset Management, LLC | 22 | 22 | 5.71% | 11.10% | 17.44% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Advisory Services Network, LLC | 22 | 22 | 0.02% | 0.13% | 0.40% | Q2 2018 | Q3 2023 | 22 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 22 | 22 | 0.02% | 3.21% | 9.63% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
HighTower Advisors, LLC | 22 | 22 | 0.04% | 0.20% | 0.38% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Chicago Partners Investment Group LLC | 22 | 22 | 0.11% | 0.21% | 0.28% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Shepherd Financial Partners LLC | 22 | 22 | 0.05% | 0.08% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Clearwater Capital Advisors, LLC | 22 | 22 | 0.06% | 0.30% | 0.82% | Q2 2018 | Q3 2023 | 22 |
CONDOR CAPITAL MANAGEMENT | 22 | 22 | 0.06% | 0.75% | 2.11% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.04% | 0.09% | 0.16% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.02% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Arete Wealth Advisors, LLC | 18 | 3 | 0.03% | 0.07% | 0.16% | Q2 2018 | Q3 2023 | 21 |
Pacific Center for Financial Services | 18 | 3 | 0.25% | 0.41% | 0.52% | Q2 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 19 | 2 | 0.00% | 0.03% | 0.13% | Q2 2018 | Q3 2023 | 21 |
Mutual Advisors, LLC | 21 | 21 | 0.03% | 0.14% | 0.28% | Q3 2018 | Q3 2023 | 21 |
IHT Wealth Management, LLC | 21 | 21 | 0.02% | 0.05% | 0.12% | Q3 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q2 2023 | 21 |
PNC FINANCIAL SERVICES GROUP, INC. | 18 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Snowden Capital Advisors LLC | 13 | 8 | 0.04% | 0.07% | 0.09% | Q2 2018 | Q3 2023 | 21 |
Kingsview Wealth Management, LLC | 15 | 6 | 0.05% | 0.30% | 0.91% | Q2 2018 | Q3 2023 | 21 |
GREENLEAF TRUST | 12 | 9 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
Diligent Investors, LLC | 21 | 21 | 0.07% | 0.30% | 1.28% | Q3 2018 | Q3 2023 | 21 |
Janney Montgomery Scott LLC | 15 | 6 | 0.03% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 21 |
Kistler-Tiffany Companies, LLC | 21 | 21 | 0.09% | 0.17% | 0.27% | Q2 2018 | Q2 2023 | 21 |
RESTON WEALTH MANAGEMENT LLC | 20 | 20 | 1.09% | 4.91% | 21.40% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 1.01% | 3.38% | 7.92% | Q4 2018 | Q3 2023 | 20 |
Sigma Planning Corp | 20 | 20 | 0.01% | 0.06% | 0.23% | Q2 2018 | Q1 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 20 |
Financial Architects, Inc | 16 | 4 | 1.18% | 1.97% | 2.78% | Q2 2018 | Q2 2023 | 20 |
Salomon & Ludwin, LLC | 20 | 20 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.34% | 1.01% | 1.42% | Q4 2018 | Q3 2023 | 20 |
Kovack Advisors, Inc. | 20 | 20 | 0.18% | 0.29% | 0.65% | Q2 2018 | Q1 2023 | 20 |
AE Wealth Management LLC | 14 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Cornerstone Wealth Management, LLC | 16 | 1 | 0.08% | 0.17% | 0.33% | Q2 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.00% | 0.01% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Cetera Advisor Networks LLC | 14 | 6 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
PFG Advisors | 20 | 20 | 0.09% | 0.22% | 0.47% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Wolff Financial Management LLC | 10 | 9 | 1.73% | 8.21% | 20.16% | Q4 2018 | Q3 2023 | 19 |
STIFEL FINANCIAL CORP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
Tower Research Capital LLC (TRC) | 11 | 3 | 0.00% | 0.05% | 0.15% | Q2 2018 | Q3 2023 | 19 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 19 | 19 | 2.04% | 5.73% | 10.84% | Q2 2018 | Q4 2022 | 19 |
AdvisorNet Financial, Inc | 11 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
WINTRUST INVESTMENTS LLC | 10 | 9 | 0.10% | 0.13% | 0.19% | Q2 2018 | Q1 2023 | 19 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.11% | 0.17% | 0.24% | Q1 2019 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.05% | 0.10% | 0.16% | Q4 2018 | Q3 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 3 | 0.04% | 0.10% | 0.35% | Q4 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.03% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 19 |
MUFG Americas Holdings Corp | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
GOLDMAN SACHS GROUP INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
BRR OpCo, LLC | 18 | 18 | 0.09% | 0.16% | 0.26% | Q2 2018 | Q3 2022 | 18 |
FORTE CAPITAL LLC /ADV | 18 | 18 | 0.40% | 3.85% | 7.47% | Q2 2019 | Q3 2023 | 18 |
Invesco Ltd. | 18 | 18 | 0.04% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.04% | 0.12% | 0.73% | Q2 2018 | Q3 2022 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 17 |
NATIXIS | 13 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
CENTAURUS FINANCIAL, INC. | 17 | 17 | 0.06% | 0.13% | 0.44% | Q2 2018 | Q2 2022 | 17 |
Cordasco Financial Network | 17 | 17 | 0.35% | 0.41% | 0.45% | Q2 2018 | Q2 2022 | 17 |
Aries Wealth Management | 7 | 4 | 0.10% | 0.16% | 0.36% | Q1 2019 | Q3 2023 | 17 |
COMERICA BANK | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 16 |
PSI Advisors, LLC | 16 | 16 | 0.04% | 0.57% | 1.06% | Q4 2019 | Q3 2023 | 16 |
NWK Group, Inc. | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Evercore Wealth Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q3 2023 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Detalus Advisors, LLC | 16 | 16 | 0.30% | 1.73% | 3.77% | Q4 2019 | Q3 2023 | 16 |
SlateStone Wealth, LLC | 16 | 16 | 0.05% | 0.23% | 0.37% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.20% | 0.44% | 0.69% | Q4 2019 | Q3 2023 | 16 |
Avion Wealth | 15 | 15 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Auxano Advisors, LLC | 15 | 15 | 2.39% | 5.36% | 11.07% | Q1 2020 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 15 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 15 | 15 | 0.05% | 0.13% | 0.17% | Q2 2018 | Q4 2021 | 15 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 15 |
People's United Financial, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 15 |
Essex Financial Services, Inc. | 14 | 14 | 0.10% | 0.13% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Arkadios Wealth Advisors | 8 | 6 | 0.00% | 0.20% | 1.08% | Q4 2019 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Wagner Wealth Management, LLC | 12 | 2 | 0.05% | 0.14% | 0.31% | Q2 2018 | Q3 2023 | 14 |
OneDigital Investment Advisors LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BlackRock Inc. | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 11 | 3 | 0.04% | 0.56% | 0.98% | Q2 2018 | Q3 2023 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.08% | 0.14% | Q3 2020 | Q3 2023 | 13 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.17% | 0.20% | 0.24% | Q2 2018 | Q2 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.07% | Q1 2020 | Q3 2023 | 13 |
Westside Investment Management, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Wealthcare Advisory Partners LLC | 9 | 4 | 0.02% | 0.10% | 0.32% | Q2 2018 | Q3 2021 | 13 |
MAI Capital Management | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Cypress Wealth Services, LLC | 13 | 13 | 0.06% | 0.39% | 0.48% | Q2 2018 | Q2 2021 | 13 |
Rodgers & Associates, LTD | 12 | 12 | 0.14% | 0.18% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Hoese & Co LLP | 12 | 12 | 0.12% | 0.19% | 0.27% | Q1 2021 | Q4 2023 | 12 |
PRIVATE ASSET MANAGEMENT INC | 12 | 12 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q2 2023 | 12 |
Cribstone Capital Management, LLC | 12 | 12 | 0.00% | 0.61% | 1.08% | Q2 2018 | Q1 2021 | 12 |
Financial Advocates Investment Management | 12 | 12 | 0.06% | 0.13% | 0.37% | Q2 2020 | Q1 2023 | 12 |
Bogart Wealth, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 12 |
Sequoia Financial Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2021 | 12 |
MJP ASSOCIATES INC /ADV | 12 | 12 | 0.10% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.03% | 0.05% | 0.11% | Q4 2018 | Q3 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Valley Brook Capital Group, Inc. | 12 | 12 | 0.22% | 0.27% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Retirement Group, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Lido Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.06% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Sargent Bickham Lagudis LLC | 8 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 11 |
WP Advisors, LLC | 11 | 11 | 0.23% | 0.33% | 0.40% | Q2 2018 | Q4 2020 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2020 | 11 |
Allworth Financial LP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.01% | 0.05% | 0.19% | Q1 2020 | Q3 2023 | 11 |
SignalPoint Asset Management, LLC | 11 | 11 | 0.14% | 0.18% | 0.22% | Q2 2018 | Q4 2020 | 11 |
Accredited Investors Inc. | 11 | 11 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2022 | 11 |
Legacy Private Trust Co. | 11 | 11 | 0.05% | 0.27% | 1.02% | Q2 2018 | Q4 2020 | 11 |
UMB Bank, n.a. | 8 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.23% | 0.62% | 1.96% | Q1 2021 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q2 2021 | 11 |
CAPTRUST FINANCIAL ADVISORS | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
PENOBSCOT WEALTH MANAGEMENT | 10 | 10 | 0.35% | 0.49% | 0.63% | Q2 2021 | Q3 2023 | 10 |
Chronos Wealth Management, LLC | 10 | 10 | 0.14% | 0.21% | 0.30% | Q4 2019 | Q1 2022 | 10 |
Spire Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Single Point Partners, LLC | 9 | 1 | 0.17% | 0.53% | 2.20% | Q4 2020 | Q2 2023 | 10 |
SHINE INVESTMENT ADVISORY SERVICES INC | 10 | 10 | 2.30% | 4.87% | 6.75% | Q2 2018 | Q3 2020 | 10 |
Leicht Financial Planning & Wealth Management, Inc. | 8 | 2 | 0.20% | 1.08% | 3.65% | Q2 2018 | Q1 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2022 | 10 |
CREDIT SUISSE AG/ | 6 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 1.12% | 1.90% | 3.11% | Q2 2021 | Q3 2023 | 10 |
Cardan Capital Partners, LLC | 7 | 3 | 0.25% | 1.42% | 3.41% | Q2 2018 | Q3 2021 | 10 |
FINANCIAL CONSULATE, INC | 7 | 3 | 0.07% | 3.42% | 6.32% | Q2 2018 | Q1 2022 | 10 |
EMFO, LLC | 10 | 10 | 0.12% | 0.14% | 0.17% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 10 |
Vectors Research Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.23% | 0.34% | 0.42% | Q4 2019 | Q4 2021 | 9 |
Claro Advisors LLC | 9 | 9 | 0.45% | 0.51% | 0.60% | Q4 2018 | Q4 2020 | 9 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 9 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q1 2021 | 9 |
MTM Investment Management, LLC | 9 | 9 | 0.22% | 0.32% | 0.50% | Q3 2021 | Q3 2023 | 9 |
Ancora Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 9 |
Red Door Wealth Management, LLC | 9 | 9 | 0.56% | 0.90% | 1.42% | Q4 2019 | Q4 2021 | 9 |
Certified Advisory Corp | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2020 | 9 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
BALASA DINVERNO & FOLTZ LLC | 9 | 9 | 0.05% | 0.09% | 0.11% | Q3 2020 | Q3 2022 | 9 |
Bison Wealth, LLC | 9 | 9 | 0.02% | 0.05% | 0.06% | Q4 2019 | Q4 2021 | 9 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 9 |
SouthState Corp | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
IMC-Chicago, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 9 |
Astor Investment Management LLC | 5 | 1 | 0.03% | 0.36% | 0.89% | Q2 2018 | Q4 2021 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 8 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 4 | 0.24% | 0.36% | 0.62% | Q3 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.03% | 0.14% | Q3 2019 | Q1 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 1.21% | 2.19% | 2.48% | Q4 2021 | Q3 2023 | 8 |
Sandy Spring Bank | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
John W. Brooker & Co., CPAs | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 7 | 1 | 0.03% | 0.15% | 0.21% | Q1 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.12% | 0.20% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Veritable, L.P. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7 | 1 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
DAVENPORT & Co LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 8 |
Gladstone Institutional Advisory LLC | 7 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Clearstead Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q4 2022 | 8 |
Ameritas Investment Company, LLC | 4 | 1 | 0.01% | 0.07% | 0.38% | Q4 2018 | Q3 2021 | 8 |
HUNTINGTON NATIONAL BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Claraphi Advisory Network, LLC | 8 | 8 | 0.03% | 0.23% | 0.78% | Q2 2018 | Q1 2020 | 8 |
BANK OF MONTREAL /CAN/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Stratos Wealth Partners, LTD. | 7 | 7 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q4 2019 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MONTAG A & ASSOCIATES INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Capital Asset Advisory Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Nvest Financial, LLC | 7 | 7 | 1.14% | 1.55% | 1.92% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2023 | 7 |
Pure Financial Advisors, LLC | 7 | 7 | 0.04% | 0.06% | 0.09% | Q2 2022 | Q4 2023 | 7 |
LifePlan Financial Group, Inc | 4 | 3 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2020 | 7 |
EQUITABLE TRUST CO | 7 | 7 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q4 2019 | 7 |
American Trust | 7 | 7 | 0.07% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q4 2019 | 7 |
Bell Rock Capital LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Bridgewater Advisors Inc. | 6 | 1 | 0.11% | 0.21% | 0.36% | Q1 2021 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.01% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.03% | 0.03% | Q1 2019 | Q3 2020 | 7 |
HBK Sorce Advisory LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.21% | 0.71% | Q4 2020 | Q4 2022 | 7 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 2 | 0.03% | 0.25% | 0.78% | Q2 2018 | Q2 2023 | 7 |
Stonebridge Capital Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 7 |
Wade Financial Advisory, Inc | 7 | 7 | 0.11% | 0.15% | 0.16% | Q3 2020 | Q1 2022 | 7 |
COLONY GROUP LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Old North State Trust, LLC | 6 | 6 | 0.09% | 0.58% | 1.60% | Q3 2018 | Q4 2019 | 6 |
SOL Capital Management CO | 6 | 6 | 0.06% | 0.17% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Portfolio Strategies, Inc. | 6 | 6 | 2.32% | 2.61% | 2.88% | Q3 2021 | Q4 2022 | 6 |
Petix & Botte Co | 5 | 1 | 0.12% | 0.18% | 0.20% | Q4 2019 | Q3 2021 | 6 |
MYCIO WEALTH PARTNERS, LLC | 4 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2019 | 6 |
V Wealth Advisors LLC | 4 | 2 | 0.07% | 0.12% | 0.19% | Q2 2018 | Q4 2019 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.01% | 0.04% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.01% | 0.11% | 0.17% | Q2 2018 | Q4 2022 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.14% | 0.41% | 0.82% | Q4 2021 | Q3 2023 | 6 |
COWEN AND COMPANY, LLC | 6 | 6 | 0.06% | 0.20% | 0.44% | Q2 2020 | Q3 2021 | 6 |
BRADLEY FOSTER & SARGENT INC/CT | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Csenge Advisory Group | 6 | 6 | 0.15% | 0.21% | 0.29% | Q2 2022 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q4 2019 | 6 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
AFFINITY WEALTH MANAGEMENT LLC | 5 | 5 | 1.71% | 6.64% | 8.05% | Q4 2018 | Q4 2019 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
KENFARB & CO. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.83% | 0.95% | 1.05% | Q4 2021 | Q4 2022 | 5 |
Brendel Financial Advisors LLC | 3 | 2 | 0.38% | 1.05% | 2.40% | Q4 2018 | Q4 2021 | 5 |
Jaffetilchin Investment Partners, LLC | 5 | 5 | 0.45% | 0.46% | 0.47% | Q4 2018 | Q4 2019 | 5 |
NEXT Financial Group, Inc | 2 | 1 | 0.00% | 0.06% | 0.15% | Q4 2018 | Q4 2021 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.13% | 0.23% | 0.40% | Q1 2022 | Q1 2023 | 5 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
B. Riley Wealth Management, Inc. | 4 | 1 | 0.00% | 0.05% | 0.09% | Q3 2018 | Q2 2022 | 5 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 5 | 5 | 4.29% | 7.76% | 20.55% | Q4 2021 | Q4 2022 | 5 |
Prospera Financial Services Inc | 2 | 1 | 0.01% | 0.05% | 0.10% | Q2 2018 | Q4 2021 | 5 |
Insight Wealth Strategies, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q4 2019 | 5 |
Global Wealth Management Investment Advisory, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
SIMPLEX TRADING, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Bryn Mawr Capital Management, LLC | 5 | 5 | 0.01% | 0.03% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Vigilare Wealth Management | 4 | 1 | 0.12% | 0.15% | 0.20% | Q4 2020 | Q1 2022 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 5 |
Belpointe Asset Management LLC | 3 | 2 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q1 2023 | 5 |
CWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Princeton Global Asset Management LLC | 5 | 5 | 0.00% | 0.18% | 0.53% | Q2 2019 | Q2 2020 | 5 |
Truvestments Capital LLC | 3 | 2 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Insight Advisors, LLC/ PA | 5 | 5 | 0.07% | 0.13% | 0.19% | Q2 2021 | Q2 2022 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Prostatis Group LLC | 5 | 5 | 0.13% | 0.18% | 0.24% | Q3 2020 | Q3 2021 | 5 |
Willingdon Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Arcus Capital Partners, LLC | 4 | 4 | 0.44% | 0.54% | 0.58% | Q2 2018 | Q1 2019 | 4 |
FundX Investment Group, LLC | 2 | 2 | 0.80% | 2.98% | 8.88% | Q2 2018 | Q4 2021 | 4 |
Integrated Wealth Concepts LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.22% | 0.42% | Q2 2018 | Q1 2019 | 4 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 2 | 2 | 0.17% | 0.17% | 0.18% | Q4 2021 | Q3 2023 | 4 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q4 2021 | 4 |
Disciplined Investments, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
PLIMOTH TRUST CO LLC | 4 | 4 | 0.18% | 0.18% | 0.19% | Q2 2018 | Q1 2019 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.25% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Connecticut Wealth Management, LLC | 3 | 1 | 0.03% | 0.24% | 0.86% | Q2 2019 | Q1 2021 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
GHP Investment Advisors, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Zhang Financial LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Avior Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Darwin Wealth Management, LLC | 3 | 1 | 0.00% | 0.25% | 0.38% | Q1 2020 | Q4 2021 | 4 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.01% | 0.05% | 0.13% | Q4 2019 | Q1 2022 | 4 |
Icon Wealth Partners, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 4 |
BRIGHTON JONES LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 4 |
Providence Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.95% | 1.12% | 1.30% | Q4 2022 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Lucia Wealth Services, LLC | 4 | 4 | 0.09% | 0.15% | 0.25% | Q2 2018 | Q1 2019 | 4 |
Clark Capital Management Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Fulcrum Equity Management | 3 | 1 | 0.18% | 0.78% | 1.14% | Q3 2021 | Q3 2023 | 4 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Tidal Investments LLC | 2 | 1 | 0.02% | 0.12% | 0.24% | Q3 2021 | Q3 2023 | 3 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Clarity Wealth Advisors, LLC | 3 | 3 | 0.24% | 0.30% | 0.35% | Q4 2019 | Q2 2020 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Dynamic Advisor Solutions LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 3 |
WCG Wealth Advisors LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 3 |
Parisi Gray Wealth Management | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q2 2021 | 3 |
Rosenberg Matthew Hamilton | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q3 2020 | 3 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
G&S Capital LLC | 2 | 1 | 0.64% | 0.67% | 0.69% | Q3 2021 | Q3 2022 | 3 |
YOUSIF CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Cetera Investment Advisers | 3 | 3 | 0.00% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
NORTHSTAR INVESTMENT ADVISORS LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q3 2020 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 1 | 0.02% | 0.10% | 0.16% | Q2 2022 | Q1 2023 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 3 |
Financial Engines Advisors L.L.C. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.16% | 0.47% | 0.98% | Q2 2022 | Q4 2022 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Econ Financial Services Corp | 3 | 3 | 0.74% | 0.76% | 0.80% | Q4 2018 | Q2 2019 | 3 |
HOWE & RUSLING INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Family Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 3 |
Purus Wealth Management, LLC | 3 | 3 | 0.14% | 0.16% | 0.17% | Q3 2021 | Q1 2022 | 3 |
Advisor Resource Council | 3 | 3 | 0.02% | 0.06% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Black Swift Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
January Capital Advisors LLC | 3 | 3 | 0.42% | 0.81% | 1.59% | Q4 2021 | Q2 2022 | 3 |
WealthTrust-Arizona, LLC | 3 | 3 | 5.68% | 6.21% | 6.84% | Q2 2018 | Q4 2018 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2019 | Q3 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.06% | 0.16% | Q4 2021 | Q4 2022 | 3 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.30% | 0.50% | 0.70% | Q3 2021 | Q4 2021 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
BURNEY CO/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Steward Financial Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.33% | 0.36% | 0.40% | Q4 2018 | Q1 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
New Capital Management LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.49% | 0.54% | 0.58% | Q4 2022 | Q3 2023 | 2 |
Trinity Wealth Management, LLC | 2 | 2 | 0.90% | 0.97% | 1.04% | Q3 2021 | Q4 2021 | 2 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q4 2021 | 2 |
AlphaStar Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
COMMERCE BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Private Portfolio Partners LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 2 |
Capital Wealth Alliance, LLC | 2 | 2 | 0.32% | 0.33% | 0.33% | Q3 2021 | Q4 2021 | 2 |
OARSMAN CAPITAL, INC. | 2 | 2 | 0.09% | 0.10% | 0.12% | Q2 2018 | Q3 2018 | 2 |
Financial Services Advisory Inc | 2 | 2 | 2.94% | 3.19% | 3.43% | Q2 2018 | Q3 2018 | 2 |
TCWP LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 2 |
CUE ADVISORY SERVICES, INC. | 2 | 2 | 0.80% | 0.81% | 0.82% | Q2 2018 | Q3 2018 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 8.97% | 10.72% | 12.47% | Q2 2018 | Q3 2018 | 2 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 2 |
Atria Investments, Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2018 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.02% | 0.15% | 0.28% | Q2 2023 | Q3 2023 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Peak Capital Management LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Kaizen Financial Strategies | 2 | 2 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q4 2021 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q1 2022 | 2 |
Regis Acquisition Inc. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
TKG Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.20% | Q4 2021 | Q3 2022 | 2 |
S.A. Mason LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Seelaus Asset Management LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2018 | Q3 2018 | 2 |
CAPITAL PERFORMANCE ADVISORS LLP | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q1 2022 | 2 |
WIN ADVISORS, INC | 1 | 1 | 0.02% | 0.16% | 0.31% | Q1 2022 | Q1 2023 | 2 |
COZAD ASSET MANAGEMENT INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.54% | 1.92% | 2.30% | Q3 2021 | Q3 2023 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.16% | 0.72% | 1.29% | Q4 2022 | Q1 2023 | 2 |
TRUE Private Wealth Advisors | 2 | 2 | 0.03% | 0.09% | 0.15% | Q3 2021 | Q4 2021 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q3 2021 | Q4 2021 | 2 |
AdvisorShares Investments LLC | 2 | 2 | 9.11% | 10.12% | 11.14% | Q3 2021 | Q4 2021 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.08% | 0.14% | Q3 2022 | Q3 2023 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2023 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2020 | Q1 2020 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
USCA RIA LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Bouvel Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
AlphaCentric Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Dentgroup LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NEIRG Wealth Management, LLC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q4 2021 | Q4 2021 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2020 | Q2 2020 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Affinity Capital Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RFG HOLDINGS, INC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Pacer Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Price Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
TOTAL INVESTMENT MANAGEMENT INC | 1 | 1 | 11.77% | 11.77% | 11.77% | Q2 2018 | Q2 2018 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
HawsGoodwin Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Trek Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
RiverTree Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2021 | Q3 2021 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
Legacy CG, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2021 | Q4 2021 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CPR Investments Inc. | 1 | 1 | 5.30% | 5.30% | 5.30% | Q3 2022 | Q3 2022 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Security Financial Services, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q4 2018 | Q4 2018 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2023 | Q3 2023 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2018 | Q2 2018 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2022 | Q3 2022 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 12.10% | 12.10% | 12.10% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Advisor OS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CHOREO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Mount Lucas Management LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2021 | Q4 2021 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q3 2023 | Q3 2023 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2022 | Q1 2022 | 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.