Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 61 |
Cutler Group LLC / CA | 18 | 3 | 0.00% | 0.02% | 0.28% | Q2 2018 | Q3 2023 | 53 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 46 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 44 |
BARCLAYS PLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 39 |
JANE STREET GROUP, LLC | 17 | 4 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 31 |
GOLDMAN SACHS GROUP INC | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Cetera Investment Advisers | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Global Trust Asset Management, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Focused Wealth Management, Inc | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Creative Planning | 22 | 22 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Sigma Planning Corp | 22 | 22 | 0.03% | 0.05% | 0.20% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
M&T BANK CORP | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Mariner, LLC | 22 | 22 | 0.01% | 0.09% | 0.42% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Beacon Capital Management, Inc. | 22 | 22 | 0.00% | 0.23% | 0.63% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.01% | 0.02% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Allworth Financial LP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
HUNTINGTON NATIONAL BANK | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.02% | 0.17% | Q2 2018 | Q3 2023 | 22 |
Aureus Asset Management, LLC | 22 | 22 | 0.10% | 0.14% | 0.20% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.01% | 0.04% | 0.19% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Daiwa Securities Group Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
First Horizon Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Evercore Wealth Management, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
MOTCO | 22 | 22 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
DEUTSCHE BANK AG\ | 22 | 22 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 22 | 22 | 0.00% | 0.21% | 0.82% | Q2 2018 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 21 | 21 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Veritable, L.P. | 21 | 21 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
WEBSTER BANK, N. A. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
KEYBANK NATIONAL ASSOCIATION/OH | 11 | 10 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
Advisory Services Network, LLC | 13 | 8 | 0.00% | 0.07% | 0.29% | Q2 2018 | Q3 2023 | 21 |
Russell Investments Group, Ltd. | 21 | 21 | 0.02% | 0.06% | 0.13% | Q2 2018 | Q2 2023 | 21 |
BNP PARIBAS FINANCIAL MARKETS | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 21 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
US BANCORP \DE\ | 12 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
PRUDENTIAL FINANCIAL INC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
HighTower Advisors, LLC | 12 | 7 | 0.00% | 0.01% | 0.07% | Q2 2018 | Q3 2023 | 20 |
HighVista Strategies LLC | 20 | 20 | 0.34% | 2.07% | 16.59% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 19 | 19 | 0.00% | 0.14% | 0.58% | Q2 2018 | Q4 2022 | 19 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 10 | 9 | 0.17% | 1.39% | 3.78% | Q4 2018 | Q3 2023 | 19 |
Hilltop Holdings Inc. | 19 | 19 | 0.07% | 0.26% | 0.49% | Q1 2019 | Q3 2023 | 19 |
SG Americas Securities, LLC | 19 | 19 | 0.00% | 0.05% | 0.23% | Q2 2018 | Q4 2022 | 19 |
Wealthcare Advisory Partners LLC | 11 | 8 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 19 |
D.A. DAVIDSON & CO. | 11 | 8 | 0.00% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 19 |
Private Advisor Group, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
NOMURA ASSET MANAGEMENT CO LTD | 18 | 18 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q3 2022 | 18 |
STATE STREET CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
STIFEL FINANCIAL CORP | 14 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
SIMPLEX TRADING, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
Hudock, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
Invesco Ltd. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
American Portfolios Advisors | 18 | 18 | 0.01% | 0.05% | 0.15% | Q2 2018 | Q3 2022 | 18 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Gradient Investments LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Weaver Consulting Group | 10 | 7 | 0.01% | 0.15% | 0.32% | Q1 2019 | Q3 2023 | 17 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 17 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 15 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 7 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q3 2023 | 17 |
LGL PARTNERS, LLC | 14 | 3 | 0.71% | 1.42% | 2.35% | Q2 2018 | Q3 2023 | 17 |
OPPENHEIMER & CO INC | 11 | 6 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 6 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 17 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
Steward Partners Investment Advisory, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 16 |
CITIZENS FINANCIAL GROUP INC/RI | 12 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.00% | 0.06% | 0.59% | Q4 2019 | Q3 2023 | 16 |
Archer Investment Corp | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.01% | 0.16% | Q4 2019 | Q3 2023 | 16 |
NATIXIS | 16 | 16 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2022 | 16 |
Cordant, Inc. | 16 | 16 | 3.96% | 4.88% | 5.50% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Financial Management Professionals, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Neuberger Berman Group LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Asset Dedication, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Maltin Wealth Management, Inc. | 14 | 1 | 1.12% | 1.64% | 2.21% | Q4 2019 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.01% | 0.05% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
Spears Abacus Advisors LLC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
HAP Trading, LLC | 6 | 1 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q4 2022 | 14 |
Disciplined Investments, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
FIRST MANHATTAN CO. LLC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ELEMENT POINTE ADVISORS, LLC | 10 | 4 | 0.28% | 2.16% | 4.26% | Q4 2018 | Q4 2022 | 14 |
HANCOCK WHITNEY CORP | 7 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.06% | 0.22% | Q2 2019 | Q3 2022 | 14 |
SeaCrest Wealth Management, LLC | 10 | 1 | 0.02% | 0.04% | 0.13% | Q2 2018 | Q2 2022 | 14 |
Avion Wealth | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 14 |
GFS Advisors, LLC | 14 | 14 | 0.13% | 0.19% | 0.23% | Q2 2019 | Q3 2022 | 14 |
FMR LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
COMERICA SECURITIES,INC. | 8 | 2 | 0.01% | 0.18% | 0.38% | Q1 2019 | Q3 2023 | 13 |
Laurel Wealth Advisors, Inc. | 13 | 13 | 0.03% | 0.12% | 0.30% | Q4 2019 | Q4 2022 | 13 |
Bienville Capital Management, LLC | 7 | 6 | 0.21% | 0.95% | 2.46% | Q3 2018 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
MUFG Americas Holdings Corp | 11 | 2 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
AMG National Trust Bank | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 13 |
Brinker Capital Investments, LLC | 13 | 13 | 0.39% | 1.07% | 1.72% | Q2 2018 | Q2 2021 | 13 |
Stonebridge Capital Advisors LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 13 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 6 | 1 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q4 2022 | 13 |
NEXT Financial Group, Inc | 7 | 6 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q4 2021 | 13 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.14% | 0.27% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Estate Counselors, LLC | 12 | 12 | 0.68% | 1.31% | 2.21% | Q4 2020 | Q3 2023 | 12 |
AE Wealth Management LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 12 |
LBMC INVESTMENT ADVISORS, LLC | 7 | 5 | 0.04% | 0.07% | 0.10% | Q2 2018 | Q3 2023 | 12 |
SCOTIA CAPITAL INC. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 12 |
Atria Investments, Inc | 4 | 2 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 12 |
Laird Norton Wetherby Trust Company, LLC | 12 | 12 | 0.50% | 0.96% | 2.07% | Q4 2020 | Q3 2023 | 12 |
Mutual Advisors, LLC | 9 | 1 | 0.02% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 12 |
JFG Wealth Management, LLC | 10 | 1 | 0.09% | 0.23% | 0.96% | Q4 2018 | Q3 2022 | 12 |
Berkeley Capital Partners, LLC | 8 | 4 | 0.10% | 0.16% | 0.22% | Q2 2018 | Q2 2022 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Johnson Financial Group, LLC | 10 | 2 | 0.09% | 0.41% | 3.03% | Q4 2018 | Q3 2022 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2022 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.10% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Innova Wealth Partners | 7 | 4 | 0.00% | 0.20% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.06% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
ALLIANCEBERNSTEIN L.P. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Good Life Advisors, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q1 2021 | 12 |
Diligent Investors, LLC | 10 | 1 | 0.12% | 0.17% | 0.22% | Q3 2018 | Q3 2023 | 11 |
1834 INVESTMENT ADVISORS CO | 11 | 11 | 0.09% | 0.23% | 0.32% | Q2 2018 | Q4 2020 | 11 |
Sandy Spring Bank | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
North Star Investment Management Corp. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Private Capital Group, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
Money Design Co.,Ltd. | 9 | 2 | 0.01% | 1.66% | 2.56% | Q2 2018 | Q2 2021 | 11 |
Virtu Financial LLC | 5 | 1 | 0.01% | 0.11% | 0.38% | Q2 2018 | Q1 2023 | 11 |
Snowden Capital Advisors LLC | 8 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 10 | 1 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 11 |
Man Group plc | 7 | 1 | 0.00% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 11 |
NewEdge Advisors, LLC | 11 | 11 | 0.01% | 0.03% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisors LLC | 10 | 1 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 11 |
CWM, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
Parallax Volatility Advisers, L.P. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 11 |
ROPES WEALTH ADVISORS LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2020 | 11 |
Intellectus Partners, LLC | 7 | 3 | 0.06% | 0.10% | 0.16% | Q1 2021 | Q3 2023 | 10 |
Redhawk Wealth Advisors, Inc. | 10 | 10 | 0.06% | 1.15% | 7.25% | Q2 2021 | Q3 2023 | 10 |
Sowell Financial Services LLC | 6 | 1 | 0.00% | 0.03% | 0.08% | Q3 2019 | Q2 2023 | 10 |
Avior Wealth Management, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Capital Advisory Group Advisory Services, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 10 |
Magnus Financial Group LLC | 6 | 4 | 0.05% | 0.09% | 0.17% | Q4 2018 | Q1 2023 | 10 |
Quad-Cities Investment Group, LLC | 6 | 4 | 0.02% | 0.11% | 0.26% | Q2 2018 | Q4 2022 | 10 |
SECURIAN ASSET MANAGEMENT, INC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2020 | 10 |
CIBC WORLD MARKET INC. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 10 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.00% | 0.06% | 0.10% | Q3 2020 | Q4 2022 | 10 |
J.W. COLE ADVISORS, INC. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Valeo Financial Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 10 |
Bluesphere Advisors, LLC | 10 | 10 | 0.16% | 0.25% | 0.46% | Q1 2021 | Q2 2023 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.05% | 0.21% | 0.42% | Q1 2019 | Q4 2022 | 10 |
GABLES CAPITAL MANAGEMENT INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
B. Riley Wealth Advisors, Inc. | 9 | 9 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q1 2023 | 9 |
FFT WEALTH MANAGEMENT LLC | 8 | 1 | 0.02% | 4.03% | 8.98% | Q2 2018 | Q2 2021 | 9 |
Lowe Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.27% | 1.54% | Q2 2021 | Q3 2023 | 9 |
Financial Partners Group, Inc | 9 | 9 | 0.06% | 4.07% | 8.41% | Q3 2021 | Q3 2023 | 9 |
Laurel Wealth Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.13% | 0.34% | Q2 2018 | Q4 2022 | 9 |
WHITTIER TRUST CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Virtue Capital Management, LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Cavalier Investments, LLC | 9 | 9 | 0.21% | 3.07% | 5.90% | Q1 2021 | Q1 2023 | 9 |
QS Investors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
FIFTH THIRD SECURITIES, INC. | 5 | 4 | 0.09% | 0.28% | 0.62% | Q1 2021 | Q2 2023 | 9 |
Harvest Fund Management Co., Ltd | 7 | 1 | 0.01% | 0.02% | 0.09% | Q2 2018 | Q4 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Professional Financial Advisors, LLC | 8 | 8 | 0.01% | 0.35% | 0.59% | Q1 2021 | Q4 2022 | 8 |
Brookstone Capital Management | 7 | 1 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 8 |
Moloney Securities Asset Management, LLC | 8 | 8 | 0.05% | 0.57% | 3.76% | Q4 2021 | Q3 2023 | 8 |
BlackRock Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Palumbo Wealth Management LLC | 8 | 8 | 0.27% | 5.05% | 6.16% | Q4 2021 | Q3 2023 | 8 |
Rampart Investment Management Company, LLC | 7 | 1 | 0.00% | 0.84% | 2.17% | Q2 2018 | Q3 2020 | 8 |
BigSur Wealth Management LLC | 8 | 8 | 0.11% | 0.23% | 0.45% | Q2 2018 | Q1 2020 | 8 |
Covestor Ltd | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GLENMEDE TRUST CO NA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
Savant Capital, LLC | 7 | 1 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q1 2023 | 8 |
RATIONAL ADVISORS LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
RWA WEALTH PARTNERS, LLC | 4 | 1 | 0.04% | 0.10% | 0.18% | Q2 2018 | Q3 2023 | 8 |
Arrow Investment Advisors, LLC | 8 | 8 | 2.15% | 6.93% | 10.76% | Q1 2021 | Q4 2022 | 8 |
NORTHERN TRUST CORP | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
OLYMPUS WEALTH MANAGEMENT, LLC | 8 | 8 | 2.65% | 3.51% | 4.72% | Q4 2021 | Q3 2023 | 8 |
ALESCO ADVISORS LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 8 | 8 | 0.57% | 0.73% | 0.92% | Q3 2021 | Q2 2023 | 8 |
INVESTMENT PARTNERS, LTD. | 8 | 8 | 0.21% | 0.29% | 0.34% | Q2 2018 | Q1 2020 | 8 |
Global Endowment Management, LP | 8 | 8 | 0.21% | 0.30% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.12% | 0.17% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Clientfirst Wealth Management, LLC | 8 | 8 | 0.36% | 0.56% | 1.02% | Q4 2021 | Q3 2023 | 8 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.06% | 0.12% | Q2 2018 | Q1 2020 | 8 |
Joel Isaacson & Co., LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Jefferies Group LLC | 5 | 2 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
SYNOVUS FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
NATIXIS ADVISORS, L.P. | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.02% | 0.07% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Belpointe Asset Management LLC | 4 | 1 | 0.00% | 0.03% | 0.13% | Q3 2018 | Q1 2023 | 8 |
BOYS ARNOLD & CO INC | 8 | 8 | 0.04% | 0.09% | 0.12% | Q2 2018 | Q1 2020 | 8 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 7 | 7 | 0.18% | 0.19% | 0.22% | Q2 2018 | Q4 2019 | 7 |
Axiom Financial Strategies, LLC | 7 | 7 | 1.41% | 1.92% | 2.54% | Q1 2020 | Q3 2021 | 7 |
Measured Wealth Private Client Group, LLC | 7 | 7 | 0.18% | 0.30% | 0.47% | Q1 2022 | Q3 2023 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
CSS LLC/IL | 5 | 5 | 0.01% | 0.04% | 0.10% | Q3 2022 | Q3 2023 | 7 |
NKCFO LLC | 7 | 7 | 0.09% | 0.14% | 0.20% | Q1 2021 | Q3 2022 | 7 |
COMERICA BANK | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 7 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.01% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 7 |
RMB Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
FIDUCIARY TRUST INTERNATIONAL LLC | 4 | 3 | 0.10% | 0.29% | 0.48% | Q2 2018 | Q1 2020 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 1 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2022 | 7 |
TOWNSQUARE CAPITAL LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Integre Asset Management, LLC | 7 | 7 | 0.12% | 0.14% | 0.18% | Q2 2018 | Q4 2019 | 7 |
Roble, Belko & Company, Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Capital Investment Advisory Services, LLC | 4 | 3 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 7 |
Proficio Capital Partners LLC | 5 | 2 | 0.01% | 2.75% | 7.38% | Q2 2018 | Q4 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
AUA CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.11% | 0.33% | 0.41% | Q1 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Evolution Wealth Advisors, LLC | 7 | 7 | 0.62% | 1.21% | 2.47% | Q1 2021 | Q3 2022 | 7 |
Cresset Asset Management, LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 7 |
GREENLEAF TRUST | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 7 |
Rise Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Meridian Wealth Management, LLC | 7 | 7 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Whitnell & Co. | 7 | 7 | 0.05% | 0.12% | 0.18% | Q2 2018 | Q4 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
West Coast Financial LLC | 7 | 7 | 0.03% | 0.06% | 0.08% | Q3 2021 | Q1 2023 | 7 |
Bridge Advisory, LLC | 7 | 7 | 0.61% | 0.75% | 0.88% | Q1 2022 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q2 2021 | 7 |
CREDIT SUISSE AG/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 7 |
Homrich & Berg | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 7 |
McBroom & Associates, LLC | 7 | 7 | 0.91% | 1.80% | 3.38% | Q1 2022 | Q3 2023 | 7 |
MATRIX PRIVATE CAPITAL GROUP LLC | 7 | 7 | 0.37% | 0.59% | 0.86% | Q1 2022 | Q3 2023 | 7 |
NextCapital Advisers, Inc. | 7 | 7 | 1.07% | 1.63% | 1.84% | Q2 2018 | Q4 2019 | 7 |
Janney Montgomery Scott LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
ATLAS CAPITAL ADVISORS LLC | 4 | 2 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q4 2022 | 6 |
Vestmark Advisory Solutions, Inc. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q2 2023 | 6 |
Tempus Wealth Planning, LLC | 6 | 6 | 0.16% | 0.55% | 1.01% | Q1 2021 | Q2 2022 | 6 |
Traynor Capital Management, Inc. | 3 | 3 | 0.07% | 0.14% | 0.23% | Q2 2018 | Q4 2022 | 6 |
Brown Miller Wealth Management, LLC | 6 | 6 | 0.24% | 0.31% | 0.37% | Q3 2021 | Q4 2022 | 6 |
Horan Securities, Inc. | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2019 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Paradigm Financial Advisors, LLC | 4 | 2 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2021 | 6 |
AXA S.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 6 |
GM Advisory Group, LLC | 6 | 6 | 1.42% | 2.22% | 4.56% | Q2 2018 | Q3 2019 | 6 |
Capital Wealth Planning, LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q4 2022 | 6 |
B. Riley Wealth Management, Inc. | 3 | 1 | 0.04% | 0.34% | 0.75% | Q3 2018 | Q2 2022 | 6 |
Bank of New York Mellon Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Walleye Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.01% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 6 |
NORTHWEST WEALTH MANAGEMENT, LLC | 4 | 2 | 0.05% | 0.07% | 0.12% | Q2 2018 | Q1 2022 | 6 |
Eagle Strategies LLC | 6 | 6 | 0.11% | 0.14% | 0.19% | Q4 2021 | Q1 2023 | 6 |
Clarus Wealth Advisors | 6 | 6 | 0.01% | 0.19% | 0.40% | Q3 2018 | Q4 2019 | 6 |
GenTrust, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q1 2022 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.01% | 0.05% | 0.14% | Q4 2021 | Q1 2023 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 0.08% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Fort Point Capital Partners LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q4 2022 | 6 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 6 | 6 | 0.10% | 0.13% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 6 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 6 | 6 | 0.10% | 0.13% | 0.16% | Q2 2018 | Q3 2019 | 6 |
Austin Asset Management Co Inc | 6 | 6 | 0.22% | 0.28% | 0.32% | Q4 2021 | Q1 2023 | 6 |
MCDONALD PARTNERS LLC | 4 | 2 | 0.12% | 0.15% | 0.20% | Q4 2020 | Q2 2022 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 1 | 0.00% | 0.04% | 0.09% | Q3 2021 | Q1 2023 | 6 |
DAVENPORT & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
First Allied Advisory Services, Inc. | 4 | 2 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2020 | 6 |
Guidance Point Advisors, LLC | 5 | 1 | 0.01% | 0.36% | 0.54% | Q4 2018 | Q3 2021 | 6 |
JFS WEALTH ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
SILVER OAK SECURITIES, INCORPORATED | 4 | 2 | 0.04% | 0.15% | 0.20% | Q1 2022 | Q3 2023 | 6 |
BANK OF NOVA SCOTIA | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Teamwork Financial Advisors, LLC | 6 | 6 | 0.10% | 0.13% | 0.20% | Q1 2021 | Q2 2022 | 6 |
Keystone Financial Services | 6 | 6 | 0.11% | 0.14% | 0.19% | Q4 2021 | Q1 2023 | 6 |
Anfield Capital Management, LLC | 6 | 6 | 0.85% | 0.92% | 1.02% | Q2 2022 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q4 2019 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Americana Partners, LLC | 4 | 2 | 0.04% | 0.13% | 0.20% | Q4 2019 | Q2 2022 | 6 |
EWG Elevate Inc. | 6 | 6 | 0.09% | 0.12% | 0.14% | Q3 2021 | Q4 2022 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Trust Co | 6 | 6 | 0.01% | 0.09% | 0.21% | Q2 2018 | Q3 2019 | 6 |
Forefront Analytics, LLC | 5 | 5 | 0.10% | 0.14% | 0.18% | Q1 2022 | Q1 2023 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EATON VANCE MANAGEMENT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 5 |
Systelligence, LLC | 5 | 5 | 1.18% | 1.86% | 2.81% | Q4 2022 | Q4 2023 | 5 |
Retirement Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Clearstead Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.14% | 0.30% | 0.52% | Q4 2021 | Q4 2022 | 5 |
Anchor Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 5 |
Onex Canada Asset Management Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Baystate Wealth Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
JABODON PT CO | 5 | 5 | 19.65% | 33.20% | 44.25% | Q4 2018 | Q4 2019 | 5 |
Western Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
SUNTRUST BANKS INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
SCHOLTZ & COMPANY, LLC | 4 | 1 | 0.10% | 0.24% | 0.40% | Q2 2021 | Q3 2022 | 5 |
NewSquare Capital LLC | 5 | 5 | 0.00% | 0.16% | 0.80% | Q3 2022 | Q3 2023 | 5 |
Bedel Financial Consulting, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Darwin Wealth Management, LLC | 2 | 1 | 0.00% | 0.10% | 0.19% | Q2 2018 | Q1 2020 | 5 |
Integrated Advisors Network LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q2 2022 | 5 |
Navis Wealth Advisors, LLC | 5 | 5 | 0.13% | 0.16% | 0.19% | Q1 2021 | Q1 2022 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.06% | 0.13% | Q4 2021 | Q4 2022 | 5 |
OneDigital Investment Advisors LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 5 |
SevenBridge Financial Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
MATHER GROUP, LLC. | 4 | 1 | 0.01% | 0.05% | 0.08% | Q4 2019 | Q1 2023 | 5 |
Dorsey Wright & Associates | 4 | 1 | 0.64% | 0.90% | 1.28% | Q3 2021 | Q4 2022 | 5 |
AUGUSTINE ASSET MANAGEMENT INC | 5 | 5 | 4.05% | 4.88% | 6.14% | Q3 2022 | Q3 2023 | 5 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 5 | 5 | 1.28% | 1.37% | 1.44% | Q4 2018 | Q4 2019 | 5 |
CNB Bank | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
SG3 Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2022 | 5 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.04% | 0.09% | Q3 2022 | Q3 2023 | 4 |
Banco Santander, S.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Caption Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 4 |
Black Swift Group, LLC | 4 | 4 | 0.14% | 0.30% | 0.50% | Q1 2021 | Q4 2021 | 4 |
WMS Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Gordian Capital Singapore Pte Ltd | 4 | 4 | 4.64% | 5.47% | 5.95% | Q4 2021 | Q3 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.09% | 0.15% | Q4 2018 | Q3 2021 | 4 |
Newport Capital Group, LLC | 4 | 4 | 0.37% | 0.49% | 0.67% | Q4 2020 | Q3 2021 | 4 |
Emery Howard Portfolio Management, Inc. | 4 | 4 | 0.09% | 0.14% | 0.18% | Q1 2021 | Q4 2021 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.10% | 0.13% | Q2 2022 | Q1 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 4 |
Callan Family Office, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.10% | 0.19% | Q1 2021 | Q4 2022 | 4 |
QUATTRO FINANCIAL ADVISORS LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 4 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 4 | 4 | 0.09% | 0.26% | 0.36% | Q2 2018 | Q1 2019 | 4 |
Abacus Planning Group, Inc. | 4 | 4 | 0.06% | 0.11% | 0.15% | Q3 2019 | Q2 2020 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2021 | 4 |
Rain Capital Management, LLC | 4 | 4 | 0.23% | 0.61% | 0.94% | Q2 2022 | Q1 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 4 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 4 | 4 | 3.73% | 4.79% | 5.92% | Q4 2018 | Q3 2019 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.38% | 1.52% | Q4 2021 | Q1 2023 | 4 |
EUDAIMONIA ADVISORS LLC | 4 | 4 | 0.17% | 0.19% | 0.22% | Q1 2022 | Q4 2022 | 4 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q2 2021 | 4 |
Maple Capital Management, Inc. | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2018 | Q3 2019 | 4 |
IFG Advisory, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q4 2019 | 4 |
Cedar Brook Financial Partners, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q3 2019 | 4 |
WEXFORD CAPITAL LP | 1 | 1 | 0.21% | 0.43% | 0.94% | Q2 2021 | Q3 2023 | 4 |
Eos Management, L.P. | 4 | 4 | 0.25% | 0.28% | 0.30% | Q2 2018 | Q1 2019 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
PFS INVESTMENTS INC. | 4 | 4 | 0.22% | 0.25% | 0.27% | Q2 2018 | Q1 2019 | 4 |
Wellspring Financial Advisors, LLC | 4 | 4 | 0.76% | 1.02% | 1.44% | Q4 2022 | Q3 2023 | 4 |
HM PAYSON & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 4 |
SIMON QUICK ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Hillcrest Wealth Advisors - NY, LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q1 2020 | Q4 2020 | 4 |
Pinkerton Retirement Specialists, LLC | 4 | 4 | 0.05% | 0.09% | 0.13% | Q2 2022 | Q1 2023 | 4 |
Tradition Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Mosaic Family Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
SCS Capital Management LLC | 4 | 4 | 0.01% | 0.44% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Capital Advisors, Ltd. LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 4 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.08% | 0.14% | 0.23% | Q2 2018 | Q1 2021 | 4 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 3 | 1 | 0.37% | 1.09% | 2.14% | Q1 2022 | Q1 2023 | 4 |
DOHJ, LLC | 4 | 4 | 0.16% | 0.21% | 0.26% | Q3 2022 | Q2 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.06% | 0.08% | 0.09% | Q1 2019 | Q1 2020 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 4 |
BALDWIN BROTHERS LLC/MA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 4 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.13% | 0.19% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Private Advisory Group LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q2 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q4 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.03% | 0.13% | 0.24% | Q2 2018 | Q1 2019 | 4 |
Delos Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 3 |
FRANKLIN RESOURCES INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
JMG Financial Group, Ltd. | 3 | 3 | 0.11% | 0.21% | 0.28% | Q2 2018 | Q4 2018 | 3 |
Personal Wealth Partners | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q4 2019 | 3 |
TD Waterhouse Canada Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Colonial Trust Co / SC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
OmniStar Financial Group, Inc. | 3 | 3 | 1.00% | 1.07% | 1.13% | Q1 2023 | Q3 2023 | 3 |
HighPoint Advisor Group LLC | 2 | 1 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q2 2022 | 3 |
Tyler-Stone Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q4 2022 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
SAXON INTERESTS, INC. | 3 | 3 | 0.27% | 0.30% | 0.32% | Q2 2022 | Q4 2022 | 3 |
K.J. Harrison & Partners Inc | 3 | 3 | 0.05% | 0.06% | 0.09% | Q2 2018 | Q4 2018 | 3 |
ORG Partners LLC | 3 | 3 | 0.13% | 0.19% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Psagot Value Holdings Ltd. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Well Done, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q4 2018 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Cyndeo Wealth Partners, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 3 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
SAGE PRIVATE WEALTH GROUP, LLC | 3 | 3 | 6.15% | 7.91% | 9.13% | Q1 2022 | Q3 2022 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Omnia Family Wealth, LLC | 3 | 3 | 0.14% | 0.78% | 1.62% | Q3 2021 | Q1 2022 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.17% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 3 |
STONNINGTON GROUP, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Accel Wealth Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.08% | 0.10% | 0.10% | Q3 2018 | Q1 2019 | 3 |
Tortoise Investment Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
SHELTON CAPITAL MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
MD Financial Management Inc. | 3 | 3 | 1.28% | 1.36% | 1.40% | Q2 2018 | Q4 2018 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.06% | 0.13% | 0.17% | Q2 2021 | Q4 2021 | 3 |
Filament LLC | 3 | 3 | 1.07% | 1.20% | 1.31% | Q1 2020 | Q3 2020 | 3 |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 3 | 3 | 0.02% | 0.46% | 1.36% | Q2 2018 | Q4 2018 | 3 |
Rosenberg Matthew Hamilton | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Burns Matteson Capital Management, LLC | 3 | 3 | 0.17% | 0.22% | 0.25% | Q2 2022 | Q4 2022 | 3 |
TCWP LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Alamar Capital Management, LLC | 3 | 3 | 0.33% | 0.36% | 0.39% | Q2 2022 | Q4 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Summit Trail Advisors, LLC | 2 | 1 | 0.01% | 0.21% | 0.54% | Q2 2018 | Q1 2019 | 3 |
PRUDENTIAL PLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
IndexIQ Advisors LLC | 3 | 3 | 0.05% | 0.19% | 0.33% | Q3 2018 | Q1 2019 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Powell Investment Advisors, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q2 2022 | Q4 2022 | 3 |
Beacon Pointe Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 3 |
RFG Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 2 |
Activest Wealth Management | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Pinnacle Wealth Management Group, Inc. | 2 | 2 | 1.46% | 1.58% | 1.71% | Q1 2022 | Q2 2022 | 2 |
MFA WEALTH ADVISORS, LLC | 2 | 2 | 2.22% | 2.37% | 2.51% | Q1 2020 | Q2 2020 | 2 |
Octavia Wealth Advisors, LLC | 2 | 2 | 3.03% | 3.06% | 3.09% | Q2 2022 | Q3 2022 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
FURE FINANCIAL CORP | 2 | 2 | 4.72% | 5.67% | 6.62% | Q1 2022 | Q2 2022 | 2 |
IAM Advisory, LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
BRAVE ASSET MANAGEMENT INC | 2 | 2 | 2.37% | 2.50% | 2.63% | Q2 2018 | Q3 2018 | 2 |
GOFEN & GLOSSBERG LLC /IL/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.06% | 0.20% | 0.34% | Q4 2021 | Q1 2022 | 2 |
Madden Advisory Services, Inc. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q1 2019 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 2 |
CPR Investments Inc. | 2 | 2 | 1.44% | 1.55% | 1.66% | Q4 2021 | Q1 2022 | 2 |
Robbins Farley | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
HMS Capital Management, LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2022 | Q3 2022 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.06% | 0.12% | Q3 2018 | Q3 2022 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Wolf Group Capital Advisors | 2 | 2 | 1.91% | 1.96% | 2.02% | Q2 2022 | Q3 2022 | 2 |
PFG Advisors | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
MORGAN JESS S & CO INC | 2 | 2 | 4.27% | 5.03% | 5.78% | Q2 2022 | Q3 2022 | 2 |
IHT Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 2 |
Alexandria Capital, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2018 | Q3 2018 | 2 |
Pure Financial Advisors, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q3 2019 | 2 |
Kaizen Financial Strategies | 1 | 1 | 0.36% | 0.48% | 0.60% | Q1 2021 | Q3 2021 | 2 |
Arlington Partners LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q1 2023 | 2 |
Fulcrum Equity Management | 1 | 1 | 0.02% | 0.09% | 0.17% | Q3 2019 | Q2 2022 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Van Hulzen Asset Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
COMERICA SECURITIES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Peoples Bank/KS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
DIMENSION CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
PRENTISS SMITH & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.28% | 0.56% | Q1 2022 | Q4 2022 | 2 |
San Luis Wealth Advisors LLC | 2 | 2 | 1.72% | 2.41% | 3.11% | Q2 2022 | Q3 2022 | 2 |
WEST BANCORPORATION INC | 2 | 2 | 0.32% | 0.33% | 0.34% | Q2 2022 | Q3 2022 | 2 |
Mirador Capital Partners LP | 1 | 1 | 0.05% | 0.07% | 0.10% | Q2 2018 | Q2 2022 | 2 |
BLAIR WILLIAM & CO/IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
HORIZON FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q3 2018 | 2 |
St. Johns Investment Management Company, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.11% | 0.22% | Q1 2020 | Q2 2021 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CLEAR STREET MARKETS LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 2 |
Fund Evaluation Group, LLC | 2 | 2 | 0.32% | 0.34% | 0.36% | Q3 2018 | Q4 2018 | 2 |
D.B. Root & Company, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Apexium Financial, LP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.09% | 0.11% | 0.12% | Q3 2022 | Q4 2022 | 2 |
Polianta Ltd | 2 | 2 | 1.72% | 3.26% | 4.81% | Q3 2018 | Q4 2018 | 2 |
BENJAMIN EDWARDS INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Narus Financial Partners, LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q1 2022 | Q2 2022 | 2 |
Strategic Wealth Investment Group, LLC | 2 | 2 | 2.09% | 2.59% | 3.08% | Q4 2019 | Q1 2020 | 2 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2022 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q2 2022 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
HSBC HOLDINGS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.94% | 1.32% | 1.70% | Q1 2022 | Q2 2022 | 2 |
Pflug Koory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Cornerstone Wealth Group, LLC | 2 | 2 | 0.39% | 0.48% | 0.58% | Q2 2020 | Q3 2020 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.08% | 0.15% | Q4 2018 | Q3 2019 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
EVERMAY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.04% | 0.09% | 0.14% | Q4 2021 | Q1 2022 | 2 |
HWG Holdings LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q2 2018 | Q4 2020 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Full Sail Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Sepio Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 1.90% | 1.90% | 1.90% | Q2 2022 | Q2 2022 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2022 | Q4 2022 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
3EDGE Asset Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Private Wealth Advisors, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2022 | Q1 2022 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
GABELLI FUNDS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MENLO ADVISORS LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2022 | Q2 2022 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
Ameraudi Asset Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Accuvest Global Advisors | 1 | 1 | 3.46% | 3.46% | 3.46% | Q2 2018 | Q2 2018 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Jentner Corp | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2018 | Q3 2018 | 1 |
Source Financial Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Plan Group Financial, LLC | 1 | 1 | 2.97% | 2.97% | 2.97% | Q2 2022 | Q2 2022 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
REBALANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hartree Partners, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
IFG Advisors, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2019 | Q3 2019 | 1 |
D L CARLSON INVESTMENT GROUP INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Walleye Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Concentrum Wealth Management | 1 | 1 | 1.45% | 1.45% | 1.45% | Q3 2022 | Q3 2022 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BHK Investment Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 1.19% | 1.19% | 1.19% | Q2 2021 | Q2 2021 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Calamos Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Matrix Trust Co | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2019 | Q2 2019 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Mayfair Advisory Group, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2022 | Q2 2022 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
55I, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Hawk Ridge Capital Management | 1 | 1 | 2.01% | 2.01% | 2.01% | Q4 2022 | Q4 2022 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
AT Bancorp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q1 2022 | Q1 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Keel Point, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2018 | Q2 2018 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
ING GROEP NV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
JSF Financial, LLC | 1 | 1 | 2.07% | 2.07% | 2.07% | Q3 2022 | Q3 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
Cypress Capital Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
WPWealth LLP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
Ascent Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ACG Wealth | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Providence First Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Lunia Capital LP | 1 | 1 | 5.14% | 5.14% | 5.14% | Q3 2021 | Q3 2021 | 1 |
UNIVEST FINANCIAL Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TCG Advisors, LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2023 | Q3 2023 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q1 2021 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
XR Securities LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vertex Planning Partners, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Intelligence Driven Advisers, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
McAlister, Sweet & Associates, Inc. | 1 | 1 | 3.30% | 3.30% | 3.30% | Q2 2022 | Q2 2022 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2022 | Q1 2022 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
StoneX Group Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2022 | Q1 2022 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 2.15% | 2.15% | 2.15% | Q3 2022 | Q3 2022 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
CABANA LLC | 1 | 1 | 9.23% | 9.23% | 9.23% | Q4 2018 | Q4 2018 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2022 | Q1 2022 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Oak Grove Capital LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SMI Advisory Services, LLC | 1 | 1 | 4.91% | 4.91% | 4.91% | Q1 2021 | Q1 2021 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2022 | Q2 2022 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
360 Financial, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EHP Funds Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2022 | Q1 2022 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Chescapmanager LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2022 | Q1 2022 | 1 |
Trek Financial, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own INVESCO DB COMMDY INDX TRCK or have owned INVESCO DB COMMDY INDX TRCK in the past.