Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.23% | 0.44% | 0.66% | Q1 2016 | Q4 2022 | 28 |
OPTIMUM INVESTMENT ADVISORS | 23 | 23 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2023 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Biltmore Family Office, LLC | 22 | 22 | 0.42% | 0.68% | 1.14% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
FIRST NATIONAL TRUST CO | 22 | 22 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Aviance Capital Partners, LLC | 22 | 22 | 0.06% | 0.10% | 0.15% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.03% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 22 |
CONDOR CAPITAL MANAGEMENT | 22 | 22 | 0.72% | 0.80% | 0.88% | Q2 2018 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.02% | 0.12% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Advisory Services Network, LLC | 22 | 22 | 0.03% | 0.07% | 0.13% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
AllSquare Wealth Management LLC | 22 | 22 | 0.07% | 0.09% | 0.11% | Q2 2018 | Q3 2023 | 22 |
Tortoise Investment Management, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
D.A. DAVIDSON & CO. | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Front Row Advisors LLC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.01% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Clearwater Capital Advisors, LLC | 22 | 22 | 0.07% | 0.40% | 1.16% | Q2 2018 | Q3 2023 | 22 |
SFE Investment Counsel | 22 | 22 | 0.18% | 0.26% | 0.54% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER & CO INC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Baltimore-Washington Financial Advisors, Inc. | 22 | 22 | 0.86% | 1.60% | 2.04% | Q2 2018 | Q3 2023 | 22 |
Hartford Financial Management Inc. | 22 | 22 | 0.52% | 0.62% | 0.72% | Q2 2018 | Q3 2023 | 22 |
Monument Capital Management | 22 | 22 | 0.61% | 1.00% | 1.47% | Q2 2018 | Q3 2023 | 22 |
SeaCrest Wealth Management, LLC | 22 | 22 | 0.07% | 0.15% | 0.20% | Q2 2018 | Q3 2023 | 22 |
Vishria Bird Financial Group, LLC | 22 | 22 | 0.92% | 1.20% | 1.70% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
DEUTSCHE BANK AG\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Bouchey Financial Group Ltd | 22 | 22 | 3.06% | 4.64% | 6.22% | Q2 2018 | Q3 2023 | 22 |
SignalPoint Asset Management, LLC | 22 | 22 | 2.20% | 2.99% | 3.89% | Q2 2018 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisors LLC | 22 | 22 | 0.02% | 0.07% | 0.18% | Q2 2018 | Q3 2023 | 22 |
Focused Wealth Management, Inc | 22 | 22 | 0.00% | 0.08% | 0.26% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Dynamic Advisor Solutions LLC | 22 | 22 | 0.06% | 0.09% | 0.18% | Q2 2018 | Q3 2023 | 22 |
Destination Wealth Management | 22 | 22 | 0.34% | 0.51% | 0.60% | Q2 2018 | Q3 2023 | 22 |
Creative Planning | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
FRG Family Wealth Advisors LLC | 22 | 22 | 0.84% | 1.61% | 1.84% | Q2 2018 | Q3 2023 | 22 |
HighTower Advisors, LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
HoyleCohen, LLC | 22 | 22 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Kovack Advisors, Inc. | 22 | 22 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 15 | 6 | 0.00% | 0.08% | 0.55% | Q2 2018 | Q3 2023 | 21 |
Lee Financial Co | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Allen Capital Group, LLC | 18 | 3 | 0.34% | 0.55% | 0.98% | Q2 2018 | Q3 2023 | 21 |
JPMORGAN CHASE & CO | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
McGuire Investment Group, LLC | 21 | 21 | 0.24% | 0.29% | 0.35% | Q3 2018 | Q3 2023 | 21 |
PIN OAK INVESTMENT ADVISORS INC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.04% | 0.11% | 0.18% | Q3 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
VALLEY NATIONAL ADVISERS INC | 20 | 1 | 0.22% | 0.26% | 0.31% | Q2 2018 | Q3 2023 | 21 |
NORTHERN TRUST CORP | 18 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Apriem Advisors | 11 | 10 | 0.25% | 0.30% | 0.40% | Q2 2018 | Q3 2023 | 21 |
Janney Montgomery Scott LLC | 21 | 21 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 21 |
MITCHELL SINKLER & STARR/PA | 21 | 21 | 0.15% | 0.88% | 1.70% | Q2 2018 | Q2 2023 | 21 |
Koshinski Asset Management, Inc. | 16 | 5 | 0.21% | 0.41% | 0.52% | Q2 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 21 |
B. Riley Wealth Advisors, Inc. | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
NEVILLE RODIE & SHAW INC | 21 | 21 | 0.04% | 0.24% | 0.40% | Q4 2018 | Q4 2023 | 21 |
ALBION FINANCIAL GROUP /UT | 11 | 10 | 0.01% | 0.14% | 0.25% | Q2 2018 | Q3 2023 | 21 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.01% | 0.05% | 0.16% | Q4 2018 | Q3 2023 | 20 |
IFP Advisors, Inc | 17 | 3 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.02% | 0.16% | 0.32% | Q4 2018 | Q3 2023 | 20 |
GOLDMAN SACHS GROUP INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
FIFTH THIRD SECURITIES, INC. | 14 | 6 | 0.11% | 0.96% | 5.63% | Q3 2018 | Q3 2023 | 20 |
HOWE & RUSLING INC | 19 | 1 | 0.00% | 0.10% | 0.49% | Q2 2018 | Q2 2023 | 20 |
Financial Architects, Inc | 16 | 4 | 0.19% | 0.24% | 0.33% | Q2 2018 | Q2 2023 | 20 |
HHM Wealth Advisors, LLC | 20 | 20 | 0.11% | 0.19% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Private Advisor Group, LLC | 19 | 1 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 20 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Bogart Wealth, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
GLENMEDE TRUST CO NA | 18 | 1 | 0.00% | 0.00% | 0.06% | Q2 2018 | Q3 2023 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 1.34% | 3.36% | 4.32% | Q1 2019 | Q3 2023 | 19 |
MISSION WEALTH MANAGEMENT, LP | 19 | 19 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
FMR LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Phocas Financial Corp. | 19 | 19 | 0.04% | 0.06% | 0.10% | Q2 2018 | Q4 2022 | 19 |
Cribstone Capital Management, LLC | 19 | 19 | 0.62% | 1.23% | 3.30% | Q2 2018 | Q4 2022 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 1.14% | 1.46% | 2.12% | Q1 2019 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
American Financial Advisors, LLC | 14 | 5 | 0.20% | 0.31% | 1.76% | Q4 2018 | Q3 2023 | 19 |
Ashfield Capital Partners, LLC | 18 | 18 | 0.09% | 0.14% | 0.22% | Q2 2018 | Q3 2022 | 18 |
ATLAS CAPITAL ADVISORS LLC | 18 | 18 | 0.08% | 0.17% | 0.44% | Q2 2019 | Q3 2023 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
Mutual Advisors, LLC | 13 | 1 | 0.02% | 0.17% | 0.50% | Q2 2018 | Q2 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
COUNTRY TRUST BANK | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Atria Investments, Inc | 18 | 18 | 0.04% | 0.08% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Ameritas Investment Partners, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Abbot Financial Management, Inc. | 18 | 18 | 0.19% | 0.38% | 0.67% | Q2 2019 | Q3 2023 | 18 |
CYPRESS CAPITAL MANAGEMENT LLC | 18 | 18 | 0.13% | 0.15% | 0.16% | Q2 2018 | Q3 2022 | 18 |
Lido Advisors, LLC | 12 | 1 | 0.01% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 18 |
Citadel Advisors | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 18 |
Acorn Wealth Advisors, LLC | 18 | 18 | 0.26% | 0.41% | 0.91% | Q2 2019 | Q3 2023 | 18 |
Financial Gravity Asset Management, Inc. | 10 | 2 | 0.00% | 0.51% | 2.51% | Q2 2018 | Q3 2023 | 17 |
CAPTRUST FINANCIAL ADVISORS | 17 | 17 | 0.01% | 0.03% | 0.10% | Q3 2019 | Q3 2023 | 17 |
CAHILL FINANCIAL ADVISORS INC | 17 | 17 | 0.18% | 0.26% | 0.34% | Q3 2019 | Q3 2023 | 17 |
Friedenthal Financial | 16 | 1 | 0.74% | 1.06% | 1.94% | Q2 2018 | Q3 2023 | 17 |
AlphaStar Capital Management, LLC | 17 | 17 | 0.07% | 0.56% | 1.11% | Q2 2018 | Q2 2022 | 17 |
Providence Wealth Advisors, LLC | 17 | 17 | 0.32% | 1.86% | 2.87% | Q1 2019 | Q1 2023 | 17 |
FIFTH THIRD BANCORP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
American Portfolios Advisors | 15 | 2 | 0.00% | 0.03% | 0.15% | Q2 2018 | Q3 2022 | 17 |
Laurel Wealth Advisors, Inc. | 17 | 17 | 0.08% | 0.15% | 0.22% | Q4 2018 | Q4 2022 | 17 |
Sigma Planning Corp | 15 | 1 | 0.01% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 17 |
Aurora Private Wealth, Inc. | 16 | 16 | 0.16% | 0.27% | 0.44% | Q4 2019 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.87% | 5.59% | 8.62% | Q4 2019 | Q3 2023 | 16 |
OneDigital Investment Advisors LLC | 16 | 16 | 0.01% | 0.05% | 0.25% | Q4 2019 | Q3 2023 | 16 |
MONECO Advisors, LLC | 15 | 1 | 0.06% | 0.12% | 0.21% | Q3 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.05% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Optas, LLC | 16 | 16 | 0.35% | 0.55% | 0.70% | Q4 2019 | Q3 2023 | 16 |
BLAIR WILLIAM & CO/IL | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
Country Club Trust Company, n.a. | 15 | 15 | 0.14% | 0.20% | 0.26% | Q2 2018 | Q4 2021 | 15 |
Kalos Management, Inc. | 8 | 1 | 0.06% | 0.55% | 1.62% | Q2 2018 | Q2 2023 | 15 |
Lowe Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 15 |
HEADINVEST, LLC | 14 | 1 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Dakota Wealth Management | 15 | 15 | 0.01% | 0.44% | 0.76% | Q1 2020 | Q3 2023 | 15 |
BigSur Wealth Management LLC | 15 | 15 | 0.28% | 0.32% | 0.36% | Q1 2020 | Q3 2023 | 15 |
First Heartland Consultants, Inc. | 9 | 6 | 0.02% | 0.12% | 0.68% | Q2 2019 | Q3 2023 | 15 |
Haverford Trust Co | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Kathmere Capital Management, LLC | 14 | 1 | 0.06% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 15 |
Summit Place Financial Advisors, LLC | 14 | 14 | 0.52% | 1.09% | 3.17% | Q2 2020 | Q3 2023 | 14 |
First Horizon Advisors, Inc. | 8 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
REGIONS FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 14 |
Faithward Advisors, LLC | 14 | 14 | 0.04% | 0.13% | 0.29% | Q3 2019 | Q4 2022 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q2 2023 | 14 |
Homrich & Berg | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2021 | 14 |
Rockefeller Capital Management L.P. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
LINCOLN NATIONAL CORP | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
KINGS POINT CAPITAL MANAGEMENT | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2021 | 14 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.35% | 0.48% | 0.55% | Q1 2019 | Q2 2022 | 14 |
Wagner Wealth Management, LLC | 12 | 2 | 0.05% | 0.11% | 0.20% | Q2 2018 | Q3 2023 | 14 |
Carnegie Capital Asset Management, LLC | 11 | 1 | 0.01% | 0.04% | 0.35% | Q4 2018 | Q3 2023 | 14 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 14 |
TOTH FINANCIAL ADVISORY CORP | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
OXFORD FINANCIAL GROUP, LTD. LLC | 14 | 14 | 0.11% | 0.16% | 0.23% | Q3 2018 | Q4 2021 | 14 |
Advisory Alpha, LLC | 8 | 6 | 0.01% | 0.24% | 0.63% | Q4 2018 | Q3 2023 | 14 |
Baker Avenue Asset Management, LP | 14 | 14 | 0.29% | 0.52% | 0.76% | Q2 2020 | Q3 2023 | 14 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.35% | 0.40% | 0.45% | Q2 2018 | Q2 2023 | 14 |
VISTA INVESTMENT MANAGEMENT | 14 | 14 | 0.45% | 0.90% | 1.32% | Q2 2020 | Q3 2023 | 14 |
NEXT Financial Group, Inc | 7 | 6 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q4 2021 | 13 |
Sugarloaf Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
Essex Private Wealth Management, LLC | 13 | 13 | 3.28% | 5.48% | 7.88% | Q3 2020 | Q3 2023 | 13 |
Laurel Wealth Advisors LLC | 12 | 1 | 0.00% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 13 |
AE Wealth Management LLC | 13 | 13 | 0.00% | 0.11% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Hilltop Holdings Inc. | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
RITHOLTZ WEALTH MANAGEMENT | 12 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Financial Advantage, Inc. | 13 | 13 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q3 2022 | 13 |
Clearstead Advisors, LLC | 13 | 13 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Affiance Financial, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2022 | 13 |
Allred Capital Management, LLC | 13 | 13 | 0.19% | 0.46% | 0.64% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Aspire Private Capital, LLC | 13 | 13 | 0.02% | 0.22% | 1.24% | Q3 2020 | Q3 2023 | 13 |
Capital Wealth Alliance, LLC | 6 | 2 | 0.38% | 0.59% | 1.12% | Q4 2019 | Q3 2023 | 13 |
Curi Wealth Management, LLC | 12 | 12 | 0.19% | 0.50% | 0.79% | Q4 2020 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.78% | 0.94% | 1.03% | Q4 2020 | Q3 2023 | 12 |
MAI Capital Management | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 12 |
Gryphon Financial Partners LLC | 7 | 1 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 12 |
Oak Harvest Investment Services | 12 | 12 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
Cavalier Investments, LLC | 12 | 12 | 1.63% | 2.52% | 3.78% | Q4 2020 | Q3 2023 | 12 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 12 |
Psagot Value Holdings Ltd. | 12 | 12 | 0.01% | 0.78% | 2.45% | Q2 2018 | Q1 2021 | 12 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 8 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 12 |
FMA ADVISORY INC | 12 | 12 | 0.16% | 0.17% | 0.18% | Q2 2018 | Q1 2021 | 12 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Kaizen Financial Strategies | 9 | 2 | 0.37% | 0.41% | 0.46% | Q4 2020 | Q3 2023 | 11 |
SVB WEALTH LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
KENNICOTT CAPITAL MANAGEMENT LLC | 11 | 11 | 1.19% | 1.59% | 2.16% | Q1 2021 | Q3 2023 | 11 |
Astor Investment Management LLC | 11 | 11 | 0.94% | 6.62% | 12.59% | Q3 2020 | Q1 2023 | 11 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Richard Bernstein Advisors LLC | 11 | 11 | 0.32% | 0.93% | 3.82% | Q1 2021 | Q3 2023 | 11 |
Cetera Investment Advisers | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Founders Financial Alliance, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 5 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 11 |
Arbor Investment Advisors, LLC | 8 | 3 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2023 | 11 |
ASSETMARK, INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 11 |
Spectrum Management Group, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 5 | 1 | 0.01% | 0.35% | 1.53% | Q2 2018 | Q3 2022 | 11 |
JAMES INVESTMENT RESEARCH INC | 11 | 11 | 0.02% | 0.13% | 0.63% | Q4 2020 | Q2 2023 | 11 |
Patriot Financial Group Insurance Agency, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 10 |
MBA Advisors LLC | 10 | 10 | 0.15% | 0.24% | 0.37% | Q1 2021 | Q2 2023 | 10 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q4 2022 | 10 |
Freedom Investment Management, Inc. | 9 | 1 | 0.09% | 0.69% | 1.30% | Q1 2021 | Q3 2023 | 10 |
JANICZEK WEALTH MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Hayden Royal, LLC | 6 | 4 | 0.22% | 0.37% | 0.71% | Q4 2018 | Q2 2021 | 10 |
Equitable Holdings, Inc. | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Kingsview Wealth Management, LLC | 5 | 1 | 0.01% | 0.22% | 0.65% | Q1 2017 | Q3 2023 | 10 |
FIRST NATIONAL BANK OF OMAHA | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.17% | 0.56% | Q1 2021 | Q3 2023 | 10 |
SHINE INVESTMENT ADVISORY SERVICES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
NovaPoint Capital, LLC | 10 | 10 | 0.12% | 0.48% | 0.69% | Q4 2019 | Q1 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2020 | 10 |
SCOTIA CAPITAL INC. | 9 | 9 | 0.02% | 0.02% | 0.04% | Q3 2018 | Q3 2020 | 9 |
Transamerica Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 9 |
Laidlaw Wealth Management LLC | 5 | 4 | 0.04% | 0.38% | 1.07% | Q2 2021 | Q3 2023 | 9 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.13% | 0.56% | 1.16% | Q2 2020 | Q1 2023 | 9 |
HUNTINGTON NATIONAL BANK | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 9 |
Tradition Wealth Management, LLC | 6 | 3 | 0.18% | 0.25% | 0.34% | Q4 2020 | Q3 2023 | 9 |
LifePlan Financial Group, Inc | 9 | 9 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q2 2020 | 9 |
Certified Advisory Corp | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
Spire Wealth Management | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Bay Harbor Wealth Management, LLC | 9 | 9 | 0.01% | 0.12% | 0.33% | Q3 2020 | Q3 2022 | 9 |
Koss-Olinger Consulting, LLC | 5 | 4 | 0.05% | 0.12% | 0.21% | Q1 2021 | Q2 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.14% | 0.16% | 0.19% | Q3 2021 | Q3 2023 | 9 |
J.W. COLE ADVISORS, INC. | 5 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 9 |
Miller Investment Management, LP | 9 | 9 | 0.07% | 0.21% | 0.28% | Q1 2020 | Q1 2022 | 9 |
CVA Family Office, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 9 |
Financial Sense Advisors, Inc. | 9 | 9 | 0.24% | 0.29% | 0.40% | Q2 2018 | Q2 2020 | 9 |
PRUDENTIAL FINANCIAL INC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.03% | 0.13% | Q1 2022 | Q2 2023 | 9 |
MEITAV INVESTMENT HOUSE LTD | 6 | 1 | 0.00% | 0.14% | 1.16% | Q3 2018 | Q2 2023 | 9 |
Brinker Capital Investments, LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2022 | 9 |
Zhang Financial LLC | 9 | 9 | 0.03% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Financial Engines Advisors L.L.C. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
RFG Advisory, LLC | 8 | 8 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Walker Asset Management, LLC | 8 | 8 | 1.90% | 2.22% | 2.50% | Q1 2022 | Q4 2023 | 8 |
Capital Market Strategies LLC | 5 | 3 | 2.14% | 2.26% | 2.44% | Q4 2021 | Q4 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.20% | 0.24% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 2.48% | 4.46% | 5.77% | Q4 2021 | Q3 2023 | 8 |
Calamos Wealth Management LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Snider Financial Group | 8 | 8 | 4.17% | 4.58% | 4.85% | Q2 2021 | Q1 2023 | 8 |
Regal Investment Advisors LLC | 5 | 1 | 0.07% | 0.34% | 0.49% | Q4 2018 | Q3 2023 | 8 |
North Star Investment Management Corp. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Landmark Financial Advisors, LLC | 8 | 8 | 0.18% | 0.25% | 0.42% | Q2 2018 | Q1 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
First Bank & Trust | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.46% | 0.53% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Phoenix Holdings Ltd. | 8 | 8 | 0.05% | 0.10% | 0.26% | Q4 2021 | Q3 2023 | 8 |
MONOGRAPH WEALTH ADVISORS, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Addison Advisors LLC | 8 | 8 | 0.19% | 0.27% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Activest Wealth Management | 6 | 1 | 0.01% | 1.73% | 6.37% | Q2 2021 | Q3 2023 | 8 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 7 | 0.40% | 0.42% | 0.45% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.11% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
PEDDOCK CAPITAL ADVISORS, LLC | 4 | 1 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q4 2021 | 7 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.03% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Brendel Financial Advisors LLC | 6 | 1 | 0.07% | 3.14% | 4.12% | Q4 2018 | Q2 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q1 2021 | 7 |
Lenox Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q2 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.06% | 0.29% | Q4 2020 | Q4 2022 | 7 |
Tiller Private Wealth, Inc. | 4 | 3 | 0.11% | 0.16% | 0.30% | Q2 2021 | Q3 2023 | 7 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 5 | 1 | 0.01% | 0.36% | 1.24% | Q4 2018 | Q3 2023 | 7 |
KING LUTHER CAPITAL MANAGEMENT CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Ironwood Financial, llc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
GeoWealth Management, LLC | 7 | 7 | 0.30% | 0.96% | 1.41% | Q3 2020 | Q1 2022 | 7 |
Advisors Preferred, LLC | 3 | 1 | 0.02% | 0.06% | 0.11% | Q2 2018 | Q3 2023 | 7 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 1.80% | 3.57% | Q1 2020 | Q3 2023 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 7 |
VERUS CAPITAL PARTNERS, LLC | 7 | 7 | 0.13% | 0.21% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
BANQUE PICTET & CIE SA | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2020 | 7 |
Lloyd Advisory Services, LLC. | 7 | 7 | 0.07% | 0.23% | 0.42% | Q3 2020 | Q1 2022 | 7 |
Outlook Wealth Advisors, LLC | 7 | 7 | 0.45% | 1.09% | 1.49% | Q3 2020 | Q1 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.02% | 0.06% | 0.17% | Q2 2018 | Q4 2019 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 7 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q4 2019 | 6 |
1832 Asset Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
CreativeOne Wealth, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 0.16% | 0.22% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Rede Wealth, LLC | 6 | 6 | 0.16% | 0.21% | 0.26% | Q4 2020 | Q1 2022 | 6 |
Fisher Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 6 |
ROVIN CAPITAL /UT/ /ADV | 6 | 6 | 0.33% | 0.54% | 0.80% | Q2 2022 | Q3 2023 | 6 |
Venture Visionary Partners LLC | 3 | 1 | 0.01% | 0.03% | 0.10% | Q2 2021 | Q3 2023 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q4 2020 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Centennial Wealth Advisory LLC | 6 | 6 | 1.91% | 4.30% | 5.98% | Q4 2020 | Q1 2022 | 6 |
One Charles Private Wealth Services, LLC | 5 | 1 | 0.41% | 0.59% | 0.70% | Q1 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Glassman Wealth Services | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.06% | 0.12% | Q2 2022 | Q3 2023 | 6 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Royal Fund Management, LLC | 5 | 1 | 0.01% | 0.22% | 0.38% | Q2 2019 | Q3 2023 | 6 |
LVZ, Inc. | 4 | 2 | 2.58% | 3.68% | 5.83% | Q2 2018 | Q4 2019 | 6 |
Optimum Quantvest Corp | 6 | 6 | 0.84% | 1.22% | 1.76% | Q2 2019 | Q3 2020 | 6 |
EP Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
1834 INVESTMENT ADVISORS CO | 4 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2019 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
FormulaFolio Investments, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q4 2019 | 6 |
Canvas Wealth Advisors, LLC | 6 | 6 | 0.33% | 0.44% | 0.55% | Q2 2022 | Q3 2023 | 6 |
NORTHSTAR INVESTMENT ADVISORS LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q1 2020 | Q2 2021 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q1 2021 | 6 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 6 | 0.07% | 0.10% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Visionary Wealth Advisors | 5 | 5 | 0.32% | 0.45% | 0.56% | Q4 2019 | Q4 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.06% | 0.48% | 1.20% | Q2 2018 | Q2 2019 | 5 |
FourThought Financial, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 5 |
Congress Wealth Management LLC / DE / | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FAS Wealth Partners, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Annapolis Financial Services, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Liberty Capital Management, Inc. | 2 | 1 | 0.08% | 0.13% | 0.24% | Q2 2018 | Q2 2020 | 5 |
Private Capital Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Tradewinds Capital Management, LLC | 5 | 5 | 0.00% | 0.80% | 3.40% | Q1 2019 | Q1 2020 | 5 |
New Millennium Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Merit Financial Group, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 5 |
PGIM Custom Harvest LLC | 4 | 1 | 0.19% | 1.46% | 1.97% | Q3 2021 | Q3 2023 | 5 |
Triangle Securities Wealth Management | 5 | 5 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2021 | 5 |
WIN ADVISORS, INC | 5 | 5 | 0.01% | 0.50% | 2.43% | Q4 2021 | Q4 2022 | 5 |
AlphaCore Capital LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 5 |
WOLVERINE TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 5 |
Summit X, LLC | 4 | 1 | 0.01% | 0.12% | 0.15% | Q1 2019 | Q3 2020 | 5 |
Center For Asset Management LLC | 5 | 5 | 0.34% | 0.71% | 0.83% | Q4 2020 | Q4 2021 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
IBEX WEALTH ADVISORS | 4 | 1 | 0.08% | 0.12% | 0.15% | Q2 2019 | Q1 2022 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
NWAM LLC | 5 | 5 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q4 2021 | 5 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 1 | 0.00% | 0.25% | 0.71% | Q4 2020 | Q3 2023 | 5 |
ROCKY MOUNTAIN ADVISERS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FLOW TRADERS U.S. LLC | 3 | 2 | 0.02% | 0.12% | 0.26% | Q1 2020 | Q3 2021 | 5 |
YorkBridge Wealth Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Prostatis Group LLC | 3 | 1 | 0.28% | 0.48% | 0.60% | Q4 2019 | Q2 2023 | 5 |
TRUE Private Wealth Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 5 |
Hilltop Partners LLC | 4 | 4 | 0.26% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Operose Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Arbor Wealth Management, LLC | 4 | 4 | 0.20% | 0.27% | 0.32% | Q1 2019 | Q4 2019 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 26.72% | 27.30% | 27.86% | Q4 2022 | Q3 2023 | 4 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 4 | 0.01% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
DAVENPORT & Co LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.06% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.01% | 0.11% | 0.20% | Q2 2018 | Q2 2022 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.39% | 0.39% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.79% | 0.88% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Prime Capital Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FWL INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.09% | 0.27% | 0.34% | Q4 2022 | Q3 2023 | 4 |
RBA Wealth Management, LLC | 4 | 4 | 0.75% | 0.82% | 0.90% | Q1 2019 | Q4 2019 | 4 |
Rehmann Capital Advisory Group | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 4 |
Moisand Fitzgerald Tamayo, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.46% | 0.47% | 0.48% | Q4 2022 | Q3 2023 | 4 |
WealthShield Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FDx Advisors, Inc. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 4 |
VALICENTI ADVISORY SERVICES INC | 4 | 4 | 2.46% | 2.82% | 3.15% | Q1 2019 | Q4 2019 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
UNIONVIEW, LLC | 2 | 2 | 0.19% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 4 |
COLLECTIVE FAMILY OFFICE LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
HBW ADVISORY SERVICES LLC | 3 | 1 | 0.04% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
Patten Group, Inc. | 4 | 4 | 0.06% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 4 |
IMC-Chicago, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q1 2023 | 4 |
WMS Partners, LLC | 4 | 4 | 0.38% | 0.47% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
Hillswick Asset Management, LLC | 4 | 4 | 1.65% | 1.73% | 1.79% | Q2 2018 | Q1 2019 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.20% | 0.21% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
MOTCO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Asset Planning Services, Ltd. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q3 2019 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Horizon Wealth Management, LLC | 3 | 3 | 0.75% | 0.76% | 0.77% | Q1 2023 | Q3 2023 | 3 |
Westside Investment Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lindbrook Capital, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
Vestmark Advisory Solutions, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 3 |
Smith, Salley & Associates | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
NVWM, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2022 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 1 | 0.02% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 3 |
ProVise Management Group, LLC | 1 | 1 | 0.03% | 0.05% | 0.10% | Q3 2018 | Q2 2020 | 3 |
Claraphi Advisory Network, LLC | 3 | 3 | 0.12% | 0.17% | 0.22% | Q3 2019 | Q1 2020 | 3 |
Crescent Sterling, Ltd. | 3 | 3 | 0.23% | 0.25% | 0.26% | Q1 2023 | Q3 2023 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.01% | 0.09% | 0.16% | Q4 2021 | Q2 2022 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Neuberger Berman Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Cypress Wealth Services, LLC | 3 | 3 | 0.10% | 0.16% | 0.28% | Q3 2019 | Q1 2020 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
SAGE PRIVATE WEALTH GROUP, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Beacon Pointe Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
CAPITAL ADVISORS INC/OK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.06% | 0.19% | Q3 2022 | Q3 2023 | 3 |
Jaffetilchin Investment Partners, LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q2 2023 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 2.90% | 2.99% | 3.10% | Q1 2023 | Q3 2023 | 3 |
Detalus Advisors, LLC | 3 | 3 | 2.03% | 2.70% | 3.16% | Q1 2023 | Q3 2023 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
WEALTHSOURCE PARTNERS, LLC | 2 | 1 | 0.04% | 0.22% | 0.45% | Q2 2019 | Q1 2021 | 3 |
Yarbrough Capital, LLC | 3 | 3 | 0.12% | 0.14% | 0.17% | Q1 2023 | Q3 2023 | 3 |
GPS Wealth Strategies Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
MASTRAPASQUA ASSET MANAGEMENT INC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Ciovacco Capital Management LLC | 3 | 3 | 0.15% | 1.12% | 1.63% | Q4 2020 | Q2 2021 | 3 |
PFG Investments, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Continuum Advisory, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
PFG Advisors | 3 | 3 | 0.05% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Balentine LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MONTAG A & ASSOCIATES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Interchange Capital Partners, LLC | 2 | 1 | 0.21% | 0.36% | 0.46% | Q4 2021 | Q3 2023 | 3 |
Fulcrum Equity Management | 2 | 1 | 0.01% | 0.83% | 1.25% | Q3 2019 | Q4 2020 | 3 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 3 |
Vista Private Wealth Partners. LLC | 2 | 1 | 0.16% | 0.67% | 1.69% | Q3 2018 | Q2 2019 | 3 |
Sierra Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
BREITER CAPITAL MANAGEMENT INC | 2 | 1 | 0.92% | 1.00% | 1.06% | Q2 2018 | Q1 2019 | 3 |
Plante Moran Financial Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Gladstone Institutional Advisory LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 3 |
Jackson Wealth Management, LLC | 3 | 3 | 0.21% | 0.49% | 1.05% | Q1 2023 | Q3 2023 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.70% | 0.74% | 0.80% | Q4 2021 | Q2 2022 | 3 |
Mayfair Advisory Group, LLC | 2 | 1 | 0.30% | 0.36% | 0.46% | Q2 2022 | Q3 2023 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Private Ocean, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Capital Square, LLC | 2 | 2 | 0.33% | 0.38% | 0.43% | Q4 2019 | Q1 2020 | 2 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 2 |
Raleigh Capital Management Inc. | 2 | 2 | 0.12% | 0.32% | 0.51% | Q4 2021 | Q1 2022 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q3 2018 | Q4 2018 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NTB Financial Corp | 2 | 2 | 0.17% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.16% | 0.26% | 0.36% | Q3 2020 | Q4 2020 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Richard W. Paul & Associates, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
TIG Advisors, LLC | 2 | 2 | 0.08% | 0.12% | 0.16% | Q4 2018 | Q1 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Brightworth | 1 | 1 | 0.12% | 0.13% | 0.14% | Q3 2018 | Q1 2019 | 2 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 2 |
Hudson Capital Management LLC | 2 | 2 | 1.06% | 1.21% | 1.37% | Q2 2023 | Q3 2023 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 1.48% | 1.58% | 1.68% | Q4 2022 | Q1 2023 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Eagle Capital Management, LLC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q3 2019 | Q4 2019 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 2 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
AVAII WEALTH MANAGEMENT, LLC | 2 | 2 | 0.36% | 0.36% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Cerro Pacific Wealth Advisors LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2021 | Q3 2021 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 2 | 2 | 0.19% | 0.31% | 0.43% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.24% | 0.25% | 0.25% | Q2 2023 | Q3 2023 | 2 |
McAdam, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 2.97% | 3.14% | 3.31% | Q4 2022 | Q1 2023 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q3 2018 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Soltis Investment Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q1 2020 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q3 2021 | Q4 2021 | 2 |
Perfromance Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
PRING TURNER CAPITAL GROUP INC | 2 | 2 | 0.23% | 0.26% | 0.30% | Q2 2018 | Q3 2018 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 2 | 0.38% | 1.95% | 3.53% | Q3 2021 | Q4 2021 | 2 |
Milestone Advisory Partners | 2 | 2 | 0.98% | 0.98% | 0.99% | Q2 2023 | Q3 2023 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Cassaday & Co Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TWO SIGMA ADVISERS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Portfolio Strategies, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q3 2022 | 2 |
WOLFF WIESE MAGANA LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.06% | 0.13% | 0.21% | Q3 2021 | Q4 2021 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
GPM Growth Investors, Inc. | 2 | 2 | 0.58% | 0.59% | 0.59% | Q4 2019 | Q1 2020 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
USAdvisors Wealth Management, LLC | 2 | 2 | 0.36% | 0.37% | 0.37% | Q3 2019 | Q4 2019 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.78% | 0.80% | 0.82% | Q2 2023 | Q3 2023 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
PATRON PARTNERS, LLC | 2 | 2 | 0.38% | 0.42% | 0.46% | Q2 2023 | Q3 2023 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
TrinityPoint Wealth, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
tru Independence LLC | 1 | 1 | 0.04% | 0.09% | 0.14% | Q4 2019 | Q3 2020 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 2 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
JARISLOWSKY, FRASER Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SEVEN MILE ADVISORY | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Sonora Investment Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Callan Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2020 | Q3 2020 | 1 |
Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2018 | Q3 2018 | 1 |
Stack Financial Management, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
PCG Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2020 | Q1 2020 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MACRO Consulting Group | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Chicago Wealth Management, Inc. | 1 | 1 | 5.69% | 5.69% | 5.69% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Beirne Wealth Consulting Services, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Banque Cantonale Vaudoise | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q2 2022 | Q2 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Legacy Private Trust Co. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2020 | Q3 2020 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Purus Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q1 2023 | Q1 2023 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
MCIA Inc | 1 | 1 | 7.19% | 7.19% | 7.19% | Q3 2018 | Q3 2018 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NorthCrest Asset Manangement, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2018 | Q2 2018 | 1 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
XR Securities LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2018 | Q4 2018 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2023 | Q2 2023 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CERTUITY, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Sound Financial Strategies Group, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2019 | Q4 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 2.52% | 2.52% | 2.52% | Q2 2023 | Q2 2023 | 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.