Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.23% | 1.00% | Q1 2016 | Q4 2022 | 28 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 26 |
Sutton Wealth Advisors Inc. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 24 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 23 | 23 | 0.58% | 2.44% | 3.28% | Q2 2018 | Q4 2023 | 23 |
OPTIMUM INVESTMENT ADVISORS | 23 | 23 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2023 | 23 |
FIFTH THIRD BANCORP | 22 | 22 | 0.01% | 0.10% | 0.21% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Betterment LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
StrategIQ Financial Group, LLC | 22 | 22 | 0.66% | 1.08% | 1.86% | Q2 2018 | Q3 2023 | 22 |
SigFig Wealth Management, LLC | 22 | 22 | 0.11% | 2.41% | 3.62% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.01% | 0.09% | 0.21% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
FIRST TRUST ADVISORS LP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Private Ocean, LLC | 22 | 22 | 1.90% | 6.29% | 9.22% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.06% | 0.11% | 0.24% | Q2 2018 | Q3 2023 | 22 |
Dynamic Advisor Solutions LLC | 22 | 22 | 0.01% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.04% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.01% | 0.07% | 0.15% | Q2 2018 | Q3 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
SeaCrest Wealth Management, LLC | 22 | 22 | 0.06% | 0.12% | 0.28% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
DUNCKER STREETT & CO INC | 22 | 22 | 0.07% | 0.34% | 0.57% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Front Row Advisors LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Sage Advisory Services, Ltd.Co. | 22 | 22 | 0.11% | 0.21% | 0.53% | Q2 2018 | Q3 2023 | 22 |
Towercrest Capital Management | 22 | 22 | 0.82% | 2.37% | 3.45% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
HUNTINGTON NATIONAL BANK | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.01% | 0.06% | 0.18% | Q1 2016 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.01% | 0.05% | 0.11% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 22 | 22 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Sound Income Strategies, LLC | 22 | 22 | 0.01% | 4.81% | 8.02% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Trilogy Capital Inc. | 22 | 22 | 0.39% | 0.72% | 1.08% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
FOSTER & MOTLEY INC | 21 | 21 | 0.02% | 0.48% | 0.98% | Q3 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.01% | 0.10% | Q2 2018 | Q3 2023 | 21 |
AE Wealth Management LLC | 20 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Versant Capital Management, Inc | 21 | 21 | 0.02% | 1.07% | 3.58% | Q4 2018 | Q4 2023 | 21 |
Alliance Wealth Management Group | 21 | 21 | 1.35% | 3.00% | 3.97% | Q2 2018 | Q2 2023 | 21 |
MISSION WEALTH MANAGEMENT, LP | 17 | 4 | 0.01% | 0.07% | 0.18% | Q2 2018 | Q3 2023 | 21 |
CLEAR INVESTMENT RESEARCH, LLC | 21 | 21 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
ROCKLAND TRUST CO | 21 | 21 | 0.01% | 0.11% | 0.21% | Q3 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 19 | 2 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 21 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.03% | 0.15% | Q4 2018 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 17 | 3 | 0.00% | 0.11% | 0.19% | Q2 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Omega Financial Group, LLC | 20 | 20 | 0.87% | 1.59% | 2.41% | Q4 2018 | Q3 2023 | 20 |
Kepos Capital LP | 16 | 2 | 0.00% | 0.12% | 0.43% | Q2 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2023 | 19 |
ARGI Investment Services, LLC | 19 | 19 | 0.89% | 1.40% | 1.70% | Q2 2018 | Q4 2022 | 19 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
Horan Securities, Inc. | 7 | 6 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q2 2023 | 19 |
BlackRock Inc. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 19 |
Probity Advisors, Inc. | 9 | 2 | 0.59% | 1.35% | 2.24% | Q3 2018 | Q3 2023 | 19 |
Perigon Wealth Management, LLC | 11 | 1 | 0.05% | 0.11% | 0.19% | Q3 2011 | Q3 2023 | 19 |
FMR LLC | 17 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Creative Planning | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
Sowell Financial Services LLC | 11 | 2 | 0.03% | 0.28% | 2.78% | Q4 2018 | Q3 2023 | 18 |
GOLDMAN SACHS GROUP INC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.01% | 0.11% | 0.24% | Q2 2019 | Q3 2023 | 18 |
Allworth Financial LP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.01% | 0.22% | 0.84% | Q2 2018 | Q3 2022 | 18 |
Renaissance Technologies | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 18 |
Sigma Planning Corp | 16 | 2 | 0.01% | 0.04% | 0.25% | Q2 2018 | Q3 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.01% | 0.08% | 0.22% | Q2 2018 | Q3 2022 | 18 |
Anchor Investment Management, LLC | 11 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 18 |
Financial Enhancement Group LLC | 18 | 18 | 0.00% | 0.46% | 1.71% | Q2 2018 | Q3 2022 | 18 |
BCWM, LLC | 12 | 5 | 0.06% | 0.09% | 0.16% | Q1 2019 | Q3 2023 | 17 |
Cordasco Financial Network | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
Friedenthal Financial | 16 | 1 | 0.14% | 0.29% | 0.59% | Q2 2018 | Q3 2023 | 17 |
Capital Advisory Group Advisory Services, LLC | 17 | 17 | 0.07% | 0.16% | 0.29% | Q2 2018 | Q2 2022 | 17 |
WEBSTER BANK, N. A. | 10 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 17 |
Cetera Advisor Networks LLC | 11 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 17 |
IHT Wealth Management, LLC | 8 | 4 | 0.01% | 0.08% | 0.36% | Q2 2018 | Q3 2023 | 17 |
Sepio Capital, LP | 17 | 17 | 0.02% | 0.11% | 0.28% | Q3 2019 | Q3 2023 | 17 |
CENTAURUS FINANCIAL, INC. | 17 | 17 | 0.01% | 0.21% | 0.50% | Q2 2018 | Q2 2022 | 17 |
HighTower Advisors, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 17 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q3 2023 | 17 |
STEPHENS INC /AR/ | 16 | 1 | 0.00% | 0.09% | 0.15% | Q2 2018 | Q1 2023 | 17 |
McAdam, LLC | 15 | 1 | 0.02% | 0.15% | 0.65% | Q2 2018 | Q4 2022 | 16 |
Krilogy Financial LLC | 16 | 16 | 0.03% | 0.51% | 1.31% | Q2 2018 | Q1 2022 | 16 |
Brinker Capital Investments, LLC | 16 | 16 | 0.02% | 0.34% | 0.89% | Q2 2018 | Q1 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q2 2022 | 16 |
Cetera Advisors LLC | 9 | 7 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2022 | 16 |
Pinnacle Wealth Planning Services, Inc. | 16 | 16 | 0.05% | 0.25% | 0.57% | Q1 2018 | Q4 2021 | 16 |
Capital Investment Advisory Services, LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
Slow Capital, Inc. | 15 | 15 | 0.04% | 0.38% | 0.92% | Q2 2018 | Q4 2021 | 15 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 5 | 0.18% | 0.81% | 1.52% | Q4 2019 | Q3 2023 | 15 |
Geneos Wealth Management Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.08% | 0.35% | 0.73% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.28% | 1.20% | Q1 2020 | Q3 2023 | 15 |
TFG Advisers LLC | 15 | 15 | 0.17% | 0.79% | 1.09% | Q4 2018 | Q2 2022 | 15 |
Financial Gravity Asset Management, Inc. | 10 | 2 | 0.00% | 0.73% | 2.53% | Q2 2018 | Q3 2023 | 15 |
MUFG Americas Holdings Corp | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
Blue Fin Capital, Inc. | 15 | 15 | 0.10% | 0.20% | 0.32% | Q4 2018 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Snowden Capital Advisors LLC | 13 | 2 | 0.02% | 0.06% | 0.11% | Q2 2018 | Q1 2022 | 15 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2021 | 15 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10 | 5 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q2 2022 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.00% | 0.08% | 0.22% | Q2 2018 | Q4 2021 | 15 |
Belpointe Asset Management LLC | 10 | 2 | 0.00% | 0.06% | 0.45% | Q3 2018 | Q1 2023 | 14 |
Ahrens Investment Partners LLC | 7 | 1 | 0.01% | 0.11% | 0.17% | Q2 2018 | Q1 2023 | 14 |
Legacy Private Trust Co. | 8 | 6 | 0.05% | 0.53% | 1.37% | Q2 2018 | Q1 2022 | 14 |
Joseph P. Lucia & Associates, LLC | 14 | 14 | 0.13% | 0.56% | 1.09% | Q1 2019 | Q2 2022 | 14 |
Westside Investment Management, Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
WFA of San Diego, LLC | 14 | 14 | 0.01% | 0.23% | 0.35% | Q2 2020 | Q3 2023 | 14 |
FINANCIAL LIFE ADVISORS | 13 | 1 | 0.20% | 0.36% | 0.73% | Q4 2018 | Q1 2023 | 14 |
CONDOR CAPITAL MANAGEMENT | 14 | 14 | 0.42% | 0.52% | 0.61% | Q4 2018 | Q1 2022 | 14 |
Cardan Capital Partners, LLC | 14 | 14 | 0.06% | 0.24% | 0.33% | Q2 2018 | Q3 2021 | 14 |
Mirae Asset Global Investments Co., Ltd. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 14 |
Jacobi Capital Management LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2021 | 14 |
Tower Research Capital LLC (TRC) | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 14 |
Financial Advocates Investment Management | 12 | 2 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q1 2023 | 14 |
PFS INVESTMENTS INC. | 8 | 1 | 0.07% | 0.11% | 0.16% | Q2 2018 | Q2 2023 | 14 |
QUADRANT CAPITAL GROUP LLC | 13 | 1 | 0.00% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 14 |
55I, LLC | 14 | 14 | 0.04% | 0.39% | 0.97% | Q4 2018 | Q1 2022 | 14 |
Crabel Capital Management, LLC | 3 | 2 | 0.09% | 0.42% | 1.18% | Q2 2018 | Q2 2023 | 14 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 14 | 14 | 0.09% | 1.89% | 3.93% | Q4 2019 | Q1 2023 | 14 |
OneDigital Investment Advisors LLC | 10 | 3 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 13 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 13 |
Bank of New York Mellon Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Parallel Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 13 |
Gradient Investments LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 11 | 1 | 0.00% | 0.00% | 0.04% | Q2 2018 | Q3 2022 | 12 |
CAPTRUST FINANCIAL ADVISORS | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.08% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
FAS Wealth Partners, Inc. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2022 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 12 | 0.03% | 0.94% | 1.59% | Q1 2019 | Q4 2021 | 12 |
REILLY FINANCIAL ADVISORS, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.23% | 0.29% | 0.34% | Q4 2020 | Q3 2023 | 12 |
FIFTH THIRD SECURITIES, INC. | 12 | 12 | 0.23% | 0.74% | 1.21% | Q2 2018 | Q1 2021 | 12 |
NEXT Financial Group, Inc | 6 | 6 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q4 2021 | 12 |
Aptus Capital Advisors, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 12 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.02% | 0.60% | 2.71% | Q2 2018 | Q3 2023 | 12 |
Wagner Wealth Management, LLC | 10 | 2 | 0.00% | 0.08% | 0.45% | Q2 2018 | Q1 2023 | 12 |
Annex Advisory Services, LLC | 12 | 12 | 0.04% | 0.16% | 0.33% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.07% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.01% | 0.16% | 1.06% | Q4 2020 | Q3 2023 | 12 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 12 |
Red Wave Investments LLC | 12 | 12 | 0.57% | 1.14% | 1.92% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.06% | 0.11% | 0.32% | Q4 2020 | Q3 2023 | 12 |
BANK OF MONTREAL /CAN/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
Pinnacle Advisory Group, Inc. | 12 | 12 | 0.07% | 0.10% | 0.12% | Q2 2018 | Q1 2021 | 12 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 8 | 1 | 0.04% | 0.08% | 0.15% | Q3 2018 | Q2 2023 | 12 |
Larson Financial Group LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 11 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q4 2020 | 11 |
Founders Financial Alliance, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
KAYS FINANCIAL ADVISORY CORP /ADV | 11 | 11 | 2.52% | 2.83% | 3.43% | Q1 2018 | Q3 2020 | 11 |
Windsor Capital Management, LLC | 11 | 11 | 0.09% | 0.64% | 1.69% | Q2 2018 | Q4 2020 | 11 |
SECURITY NATIONAL TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 11 |
Stratos Wealth Partners, LTD. | 10 | 1 | 0.01% | 0.04% | 0.16% | Q3 2018 | Q1 2022 | 11 |
Global Wealth Management Investment Advisory, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 11 |
SIGNATUREFD, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 11 |
Windham Capital Management, LLC | 11 | 11 | 0.16% | 0.82% | 1.66% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
HoyleCohen, LLC | 11 | 11 | 0.02% | 0.37% | 0.76% | Q3 2020 | Q1 2023 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q2 2022 | 11 |
Mutual Advisors, LLC | 7 | 1 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q2 2023 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
FDx Advisors, Inc. | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2020 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CreativeOne Wealth, LLC | 9 | 1 | 0.01% | 1.19% | 2.50% | Q2 2018 | Q2 2021 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 7 | 3 | 0.26% | 1.15% | 4.54% | Q3 2018 | Q1 2022 | 10 |
Man Group plc | 6 | 4 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q4 2021 | 10 |
WASHINGTON TRUST Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NATIXIS | 5 | 1 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 10 |
Ausdal Financial Partners, Inc. | 5 | 2 | 0.03% | 0.12% | 0.30% | Q2 2018 | Q3 2023 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.02% | 0.07% | 0.21% | Q2 2018 | Q3 2020 | 10 |
Crestone Asset Management LLC | 10 | 10 | 0.24% | 0.64% | 0.94% | Q2 2018 | Q3 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
MA Private Wealth | 6 | 4 | 0.39% | 0.98% | 2.35% | Q4 2018 | Q2 2021 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2023 | 9 |
JNBA Financial Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
Fiera Capital Corp | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q2 2020 | 9 |
TL Private Wealth | 9 | 9 | 2.84% | 4.12% | 4.41% | Q4 2019 | Q4 2021 | 9 |
Avior Wealth Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 9 |
LAKE STREET PRIVATE WEALTH, LLC | 5 | 4 | 0.06% | 0.21% | 0.35% | Q1 2019 | Q4 2021 | 9 |
Evolution Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q4 2021 | 9 |
Tidal Investments LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Veery Capital, LLC | 9 | 9 | 0.16% | 0.23% | 0.28% | Q4 2020 | Q4 2022 | 9 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 9 |
Archer Investment Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Brand Asset Management Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
Stonebridge Capital Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 9 |
Acorn Wealth Advisors, LLC | 8 | 8 | 0.21% | 0.28% | 0.34% | Q2 2020 | Q1 2022 | 8 |
Tradition Wealth Management, LLC | 8 | 8 | 0.00% | 0.18% | 0.50% | Q4 2020 | Q3 2022 | 8 |
Berkeley Capital Partners, LLC | 7 | 1 | 0.12% | 1.37% | 1.88% | Q4 2018 | Q4 2020 | 8 |
Sunbelt Securities, Inc. | 8 | 8 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.07% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
AlphaStar Capital Management, LLC | 4 | 1 | 0.08% | 0.10% | 0.15% | Q2 2018 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.00% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
D. E. Shaw & Co., Inc. | 8 | 8 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q1 2020 | 8 |
RFG Advisory, LLC | 8 | 8 | 0.02% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Objective Capital Management, LLC | 8 | 8 | 0.24% | 0.35% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Prospera Financial Services Inc | 5 | 1 | 0.00% | 0.07% | 0.30% | Q1 2019 | Q2 2022 | 8 |
WEALTHSOURCE PARTNERS, LLC | 4 | 2 | 0.01% | 0.17% | 0.38% | Q2 2018 | Q2 2023 | 8 |
Foundations Investment Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q2 2022 | 8 |
Marquette Asset Management, LLC | 8 | 8 | 0.25% | 0.28% | 0.30% | Q2 2018 | Q1 2020 | 8 |
OLD MISSION CAPITAL LLC | 4 | 2 | 0.02% | 0.12% | 0.35% | Q3 2018 | Q4 2021 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Brookstone Capital Management | 5 | 1 | 0.01% | 0.09% | 0.39% | Q3 2018 | Q4 2022 | 8 |
PSI Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Stellar Capital Management, LLC | 8 | 8 | 2.77% | 2.99% | 3.50% | Q3 2018 | Q2 2020 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Bison Wealth, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Diligent Investors, LLC | 7 | 1 | 0.10% | 0.88% | 1.59% | Q2 2018 | Q2 2020 | 8 |
Orion Portfolio Solutions, LLC | 5 | 3 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q4 2021 | 8 |
Cornerstone Wealth Management, LLC | 8 | 8 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q3 2021 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.22% | 0.33% | 0.44% | Q4 2021 | Q3 2023 | 8 |
M&T BANK CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
NewSquare Capital LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 7 |
IndexIQ Advisors LLC | 7 | 7 | 0.00% | 0.09% | 0.22% | Q2 2018 | Q4 2019 | 7 |
MONEYWISE, INC. | 5 | 2 | 0.29% | 0.32% | 0.36% | Q2 2018 | Q1 2020 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Csenge Advisory Group | 5 | 2 | 0.02% | 0.12% | 0.70% | Q2 2018 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 7 |
Wambolt & Associates, LLC | 6 | 1 | 0.08% | 0.17% | 0.40% | Q4 2018 | Q1 2022 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2020 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Old Port Advisors | 6 | 1 | 0.10% | 0.19% | 0.24% | Q4 2018 | Q3 2020 | 7 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 7 | 7 | 0.12% | 0.24% | 0.48% | Q4 2019 | Q2 2021 | 7 |
Frontier Wealth Management LLC | 7 | 7 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 7 |
TOMPKINS FINANCIAL CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Winslow, Evans & Crocker, Inc. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 7 |
IFG Advisory, LLC | 5 | 2 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q1 2021 | 7 |
BlueSky Wealth Advisors, LLC | 7 | 7 | 3.27% | 3.39% | 3.52% | Q2 2018 | Q4 2019 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Advisors Preferred, LLC | 6 | 1 | 0.38% | 1.64% | 3.27% | Q4 2018 | Q2 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q4 2019 | 7 |
Equitable Holdings, Inc. | 7 | 7 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q2 2021 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q2 2021 | 7 |
Freedom Investment Management, Inc. | 5 | 1 | 0.02% | 0.06% | 0.11% | Q1 2021 | Q2 2023 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 7 |
BARCLAYS PLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 7 |
Integrated Wealth Concepts LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
PRUDENTIAL FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
NewEdge Advisors, LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Wakefield Asset Management LLLP | 6 | 6 | 0.11% | 0.21% | 0.24% | Q3 2018 | Q4 2019 | 6 |
Apollon Wealth Management, LLC | 6 | 6 | 0.09% | 0.83% | 1.25% | Q1 2019 | Q2 2020 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Strategic Wealth Partners, Ltd. | 6 | 6 | 0.00% | 0.08% | 0.16% | Q2 2018 | Q3 2019 | 6 |
6 Meridian | 4 | 2 | 0.48% | 0.73% | 1.00% | Q2 2018 | Q4 2019 | 6 |
EPG Wealth Management LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
RIVERSEDGE ADVISORS, LLC | 4 | 1 | 0.09% | 0.12% | 0.14% | Q2 2020 | Q2 2022 | 6 |
Virtue Capital Management, LLC | 3 | 1 | 0.03% | 0.08% | 0.11% | Q1 2019 | Q4 2021 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2021 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.09% | 0.32% | Q1 2020 | Q4 2022 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2019 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Baystate Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
Lido Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Berger Financial Group, Inc | 6 | 6 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q1 2022 | 6 |
COMMERCE BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Royal Fund Management, LLC | 3 | 1 | 0.00% | 0.55% | 1.39% | Q2 2018 | Q1 2023 | 6 |
BerganKDV Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Tradewinds Capital Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
Allianz Asset Management GmbH | 6 | 6 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2019 | 6 |
EverSource Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.00% | 0.03% | 0.08% | Q1 2022 | Q3 2023 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 6 |
RAYMOND JAMES TRUST N.A. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Advisory Services & Investments, LLC | 5 | 5 | 0.22% | 1.58% | 2.09% | Q1 2021 | Q1 2022 | 5 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Planning LLC | 5 | 5 | 0.02% | 0.21% | 0.60% | Q4 2020 | Q4 2021 | 5 |
Archford Capital Strategies, LLC | 5 | 5 | 0.02% | 0.10% | 0.25% | Q2 2018 | Q2 2019 | 5 |
Vontobel Holding Ltd. | 5 | 5 | 0.04% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 10.78% | 32.66% | 44.04% | Q1 2019 | Q1 2020 | 5 |
Rockbridge Investment Management, LCC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
OPPENHEIMER & CO INC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 5 |
Three Bridge Wealth Advisors, LLC | 5 | 5 | 0.09% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Wealth Advisors of Iowa, LLC | 5 | 5 | 1.57% | 1.89% | 2.12% | Q3 2020 | Q3 2021 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 5 |
RDA Financial Network | 5 | 5 | 0.12% | 0.14% | 0.18% | Q1 2019 | Q1 2020 | 5 |
AVIVA PLC | 5 | 5 | 0.04% | 0.07% | 0.09% | Q1 2019 | Q1 2020 | 5 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2020 | 5 |
OTA Financial Group L.P. | 5 | 5 | 0.60% | 1.02% | 1.86% | Q3 2019 | Q3 2020 | 5 |
WOLFF WIESE MAGANA LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Barber Financial Group, Inc. | 3 | 1 | 0.04% | 0.40% | 0.71% | Q3 2019 | Q1 2023 | 5 |
American Trust | 5 | 5 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q2 2023 | 5 |
Strategic Advisors LLC | 5 | 5 | 0.27% | 0.30% | 0.32% | Q4 2018 | Q4 2019 | 5 |
Janney Montgomery Scott LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2021 | 5 |
Regent Peak Wealth Advisors LLC | 3 | 2 | 0.07% | 0.10% | 0.14% | Q4 2019 | Q1 2021 | 5 |
Atria Investments, Inc | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2021 | 5 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 5 | 5 | 0.84% | 0.91% | 1.05% | Q3 2022 | Q3 2023 | 5 |
Octavia Wealth Advisors, LLC | 5 | 5 | 0.05% | 0.10% | 0.17% | Q4 2020 | Q4 2021 | 5 |
ISLAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.14% | 0.35% | Q4 2019 | Q4 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Valeo Financial Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q1 2021 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Parkside Financial Bank & Trust | 4 | 1 | 0.00% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 5 |
Balentine LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
RHS Financial, LLC | 3 | 1 | 0.16% | 0.32% | 0.64% | Q4 2020 | Q3 2022 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q3 2020 | 5 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
SevenBridge Financial Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Arkadios Wealth Advisors | 3 | 2 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2021 | 5 |
Ancora Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 5 |
Laidlaw Wealth Management LLC | 5 | 5 | 0.05% | 0.14% | 0.23% | Q4 2019 | Q4 2020 | 5 |
ALTFEST L J & CO INC | 5 | 5 | 0.17% | 0.19% | 0.21% | Q4 2018 | Q4 2019 | 5 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 3 | 1 | 0.01% | 0.06% | 0.17% | Q4 2018 | Q4 2022 | 5 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.06% | 0.21% | 0.28% | Q3 2022 | Q2 2023 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
KWMG, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q2 2020 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
TELEMUS CAPITAL, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q1 2023 | 4 |
MTM Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2022 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 4 | 4 | 0.37% | 0.65% | 0.91% | Q2 2021 | Q1 2022 | 4 |
MONECO Advisors, LLC | 4 | 4 | 0.08% | 0.17% | 0.24% | Q1 2021 | Q4 2021 | 4 |
Wilson & Boucher Capital Management, LLC | 4 | 4 | 0.23% | 0.29% | 0.36% | Q4 2021 | Q3 2022 | 4 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2019 | 4 |
Mosaic Family Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 4 |
Great Waters Wealth Management | 4 | 4 | 0.13% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Live Your Vision, LLC | 4 | 4 | 0.28% | 0.47% | 0.66% | Q2 2018 | Q1 2019 | 4 |
EVOKE WEALTH, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 4 |
Beirne Wealth Consulting Services, LLC | 4 | 4 | 0.23% | 0.25% | 0.27% | Q4 2018 | Q3 2019 | 4 |
First Horizon Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 4 |
VALENTINE VENTURES LLC | 4 | 4 | 2.22% | 2.46% | 2.61% | Q4 2018 | Q3 2019 | 4 |
Parisi Gray Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
tru Independence LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q4 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BREITER CAPITAL MANAGEMENT INC | 4 | 4 | 0.26% | 0.44% | 0.81% | Q1 2019 | Q4 2019 | 4 |
Sound Stewardship, LLC | 4 | 4 | 0.41% | 0.44% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Atlas Brown,Inc. | 4 | 4 | 0.14% | 0.15% | 0.15% | Q1 2019 | Q4 2019 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.08% | Q1 2021 | Q1 2022 | 4 |
Barden Capital Management, Inc. | 4 | 4 | 1.07% | 1.15% | 1.22% | Q4 2021 | Q3 2022 | 4 |
Harvest Investment Services, LLC | 4 | 4 | 0.15% | 0.19% | 0.27% | Q2 2019 | Q1 2020 | 4 |
Wealth Advisory Solutions, LLC | 4 | 4 | 0.49% | 0.97% | 1.40% | Q4 2019 | Q3 2020 | 4 |
V Wealth Advisors LLC | 4 | 4 | 0.64% | 0.66% | 0.69% | Q1 2019 | Q4 2019 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
High Net Worth Advisory Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.82% | 0.85% | 0.86% | Q4 2022 | Q3 2023 | 4 |
NORTHWEST WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
NORTHERN TRUST CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Aletheian Wealth Advisors LLC | 4 | 4 | 0.22% | 0.31% | 0.38% | Q1 2022 | Q4 2022 | 4 |
WRAPMANAGER INC | 3 | 1 | 0.10% | 0.17% | 0.27% | Q2 2018 | Q3 2019 | 4 |
Cambria Investment Management, L.P. | 4 | 4 | 1.06% | 1.34% | 1.94% | Q1 2019 | Q4 2019 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.69% | 1.07% | Q4 2020 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 4 |
Selective Wealth Management, Inc. | 3 | 1 | 0.04% | 0.12% | 0.17% | Q3 2018 | Q3 2022 | 4 |
CAPITAL WEALTH MANAGEMENT, LLC | 3 | 3 | 0.28% | 0.33% | 0.40% | Q2 2018 | Q4 2018 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.30% | 0.78% | 1.49% | Q4 2018 | Q2 2019 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.42% | 0.61% | 0.73% | Q2 2018 | Q4 2018 | 3 |
Running Point Capital Advisors, LLC | 2 | 1 | 0.02% | 0.08% | 0.18% | Q4 2021 | Q3 2022 | 3 |
Fort Point Capital Partners LLC | 3 | 3 | 0.09% | 0.10% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.00% | 0.26% | 0.52% | Q4 2022 | Q2 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Jaffetilchin Investment Partners, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 3 |
BALLAST ADVISORS LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q3 2020 | 3 |
HM PAYSON & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Clear Creek Financial Management, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 3 |
Global Endowment Management, LP | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q1 2020 | 3 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2018 | Q4 2018 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Capstone Triton Financial Group, LLC | 3 | 3 | 0.13% | 0.15% | 0.17% | Q4 2020 | Q2 2021 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Enterprise Trust & Investment Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Granite Harbor Advisors, Inc. | 3 | 3 | 0.18% | 0.90% | 1.36% | Q4 2022 | Q2 2023 | 3 |
Howard Capital Management Inc. | 2 | 1 | 0.03% | 0.23% | 0.43% | Q3 2019 | Q2 2023 | 3 |
Intelligence Driven Advisers, LLC | 3 | 3 | 0.18% | 0.23% | 0.27% | Q4 2018 | Q2 2019 | 3 |
Kingsview Wealth Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q2 2021 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.47% | 0.63% | 0.93% | Q3 2019 | Q1 2020 | 3 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Vericrest Private Wealth | 3 | 3 | 2.37% | 2.67% | 3.11% | Q4 2021 | Q2 2022 | 3 |
Transamerica Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
RPg Family Wealth Advisory, LLC | 3 | 3 | 0.26% | 0.28% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Private Capital Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 3 |
Marion Wealth Management | 3 | 3 | 1.49% | 1.56% | 1.62% | Q4 2021 | Q2 2022 | 3 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2019 | 3 |
Dakota Wealth Management | 3 | 3 | 0.08% | 0.11% | 0.16% | Q2 2018 | Q4 2018 | 3 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.01% | 0.06% | 0.11% | Q2 2018 | Q4 2019 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
CITY HOLDING CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
CULLEN/FROST BANKERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
MEEDER ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 3 |
Rehmann Capital Advisory Group | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 3 |
Mid-American Wealth Advisory Group, Inc. | 2 | 1 | 0.18% | 0.96% | 1.96% | Q4 2021 | Q2 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Financial & Tax Architects, LLC | 3 | 3 | 2.92% | 3.44% | 4.23% | Q4 2022 | Q2 2023 | 3 |
Wealthspire Advisors, L.P. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
First Heartland Consultants, Inc. | 3 | 3 | 0.12% | 0.48% | 0.78% | Q3 2019 | Q1 2020 | 3 |
Roble, Belko & Company, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
HSBC HOLDINGS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Arete Wealth Advisors, LLC | 2 | 1 | 0.03% | 0.17% | 0.25% | Q2 2018 | Q2 2023 | 3 |
Sandy Spring Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
180 WEALTH ADVISORS, LLC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q4 2018 | 3 |
Simplicity Solutions, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.09% | 0.25% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Banco Santander, S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
MRA Associates USA LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Kovack Advisors, Inc. | 1 | 1 | 0.10% | 0.13% | 0.17% | Q2 2018 | Q1 2020 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 1.01% | 1.92% | 2.82% | Q2 2023 | Q3 2023 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
FIRST FINANCIAL CORP /IN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.03% | 0.07% | 0.11% | Q3 2018 | Q4 2018 | 2 |
KCS Wealth Advisory | 1 | 1 | 0.02% | 0.44% | 0.85% | Q3 2019 | Q1 2022 | 2 |
TRUE Private Wealth Advisors | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2018 | Q3 2018 | 2 |
New Century Advisors, LLC | 2 | 2 | 3.78% | 4.23% | 4.69% | Q2 2022 | Q3 2022 | 2 |
Trek Financial, LLC | 1 | 1 | 0.15% | 0.31% | 0.46% | Q4 2018 | Q2 2019 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 2 |
S.A. Mason LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Wavelength Capital Management, LLC | 2 | 2 | 1.60% | 1.99% | 2.37% | Q4 2021 | Q1 2022 | 2 |
CX Institutional | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Leicht Financial Planning & Wealth Management, Inc. | 2 | 2 | 0.23% | 1.02% | 1.81% | Q4 2019 | Q1 2020 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
U.S. Capital Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Empirical Finance, LLC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q1 2019 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 1.05% | 1.06% | 1.08% | Q3 2019 | Q4 2019 | 2 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q3 2018 | Q2 2019 | 2 |
Cornerstone Planning Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
USAdvisors Wealth Management, LLC | 2 | 2 | 2.44% | 2.48% | 2.51% | Q2 2018 | Q3 2018 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Bluefin Trading, LLC | 2 | 2 | 0.18% | 0.22% | 0.26% | Q4 2019 | Q1 2020 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2023 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Aurora Private Wealth, Inc. | 1 | 1 | 5.56% | 6.30% | 7.04% | Q4 2019 | Q2 2020 | 2 |
Kendall Capital Management | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2018 | Q3 2018 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 2 |
Clarus Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.08% | 0.16% | Q4 2021 | Q2 2023 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
All Season Financial Advisors, Inc. | 1 | 1 | 1.17% | 2.51% | 3.86% | Q1 2022 | Q4 2022 | 2 |
Thrive Wealth Management, LLC | 2 | 2 | 0.07% | 0.20% | 0.33% | Q4 2021 | Q1 2022 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Richard P Slaughter Associates Inc | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2020 | Q3 2020 | 2 |
Red Door Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 2 | 0.44% | 0.47% | 0.50% | Q3 2019 | Q4 2019 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
TCWP LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Hudock, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
BOSTON ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
CFS Investment Advisory Services, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q4 2021 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.51% | 1.65% | 2.78% | Q2 2018 | Q3 2018 | 2 |
SouthState Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Hayden Royal, LLC | 2 | 2 | 0.26% | 0.27% | 0.27% | Q1 2019 | Q2 2019 | 2 |
AMJ Financial Wealth Management | 2 | 2 | 0.21% | 1.29% | 2.37% | Q4 2019 | Q1 2020 | 2 |
Hedeker Wealth, LLC | 2 | 2 | 2.44% | 2.48% | 2.51% | Q3 2019 | Q4 2019 | 2 |
MOLLER WEALTH PARTNERS | 2 | 2 | 0.98% | 2.80% | 4.61% | Q1 2019 | Q2 2019 | 2 |
Cerity Partners LLC | 2 | 2 | 0.01% | 0.07% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Laffer Tengler Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.49% | 0.92% | 1.34% | Q2 2023 | Q3 2023 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Trust Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.04% | 0.07% | 0.09% | Q3 2022 | Q4 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BlackDiamond Wealth Management, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q1 2023 | Q2 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
WBH ADVISORY INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Mattern Wealth Management LLC | 2 | 2 | 0.24% | 0.50% | 0.76% | Q4 2019 | Q1 2020 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 2.22% | 2.22% | 2.22% | Q1 2019 | Q1 2019 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Wealthgate Family Office, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
F3Logic, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 3.11% | 3.11% | 3.11% | Q4 2022 | Q4 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2020 | Q1 2020 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Professional Financial Advisors, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2019 | Q4 2019 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
HBC Financial Services, PLLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Sunesis Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q4 2018 | Q4 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 2.42% | 2.42% | 2.42% | Q4 2018 | Q4 2018 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2018 | Q2 2018 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Northeast Financial Group, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2020 | Q4 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Poehling Capital Management, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Patten Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 2.52% | 2.52% | 2.52% | Q4 2022 | Q4 2022 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Virtu Financial LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
COLLECTIVE FAMILY OFFICE LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2019 | Q3 2019 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Aries Wealth Management | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2022 | Q1 2022 | 1 |
Revisor Wealth Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LMG Wealth Partners, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2022 | Q4 2022 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Blackston Financial Advisory Group, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2023 | Q1 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2022 | Q4 2022 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2021 | Q3 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q1 2019 | Q1 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2022 | Q4 2022 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Avion Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameliora Wealth Management Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2018 | Q4 2018 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2018 | Q2 2018 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2018 | Q4 2018 | 1 |
SUMMIT FINANCIAL GROUP, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Tri-Star Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2018 | Q2 2018 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Security Financial Services, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2022 | Q2 2022 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 6.26% | 6.26% | 6.26% | Q4 2020 | Q4 2020 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own INVESCO EXCH TRADED FD TR II or have owned INVESCO EXCH TRADED FD TR II in the past.