Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q3 2023 | 65 |
Citadel Advisors | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 59 |
Cutler Group LLC / CA | 18 | 1 | 0.00% | 0.02% | 0.12% | Q4 2018 | Q3 2023 | 52 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 42 |
Parallax Volatility Advisers, L.P. | 12 | 5 | 0.00% | 0.01% | 0.09% | Q2 2018 | Q3 2023 | 41 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 32 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q3 2023 | 30 |
Anchor Investment Management, LLC | 30 | 30 | 0.00% | 0.04% | 0.12% | Q3 2016 | Q4 2023 | 30 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2022 | 28 |
GOLDMAN SACHS GROUP INC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 28 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 25 |
PEAK6 Investments LLC | 10 | 10 | 0.00% | 0.02% | 0.11% | Q4 2020 | Q1 2023 | 24 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 23 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 23 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BARCLAYS PLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 22 |
WHITTIER TRUST CO OF NEVADA INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.10% | Q1 2016 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
TRUST CO OF VERMONT | 22 | 22 | 0.00% | 0.12% | 0.26% | Q2 2018 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.00% | 0.06% | 0.14% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Roble, Belko & Company, Inc | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 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 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.00% | 0.05% | 0.34% | Q2 2018 | Q3 2023 | 22 |
Ledyard National Bank | 22 | 22 | 0.06% | 0.18% | 0.37% | Q2 2018 | Q3 2023 | 22 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
WELCH & FORBES LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
AMERIPRISE FINANCIAL INC | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Cambridge Investment Research Advisors, Inc. | 14 | 7 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
PROFFITT & GOODSON INC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
NWAM LLC | 19 | 2 | 0.02% | 0.16% | 0.34% | Q2 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 21 |
CITY HOLDING CO | 21 | 21 | 0.00% | 0.07% | 0.20% | Q3 2018 | Q3 2023 | 21 |
Vigilant Capital Management, LLC | 21 | 21 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q2 2023 | 21 |
JANICZEK WEALTH MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Advisory Services Network, LLC | 12 | 8 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q2 2023 | 20 |
Parallel Advisors, LLC | 16 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 19 |
Capital Analysts, LLC | 19 | 19 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Creative Planning | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Cribstone Capital Management, LLC | 19 | 19 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q4 2022 | 19 |
DEUTSCHE BANK AG\ | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
HighTower Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 19 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.01% | 0.07% | Q2 2018 | Q3 2023 | 19 |
AdvisorNet Financial, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 7 | 0.13% | 0.23% | 0.35% | Q1 2019 | Q3 2023 | 18 |
Riggs Asset Managment Co. Inc. | 12 | 6 | 0.00% | 0.36% | 2.25% | Q1 2019 | Q3 2023 | 18 |
Covington Capital Management | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
American Portfolios Advisors | 18 | 18 | 0.01% | 0.03% | 0.13% | Q2 2018 | Q3 2022 | 18 |
Private Advisor Group, LLC | 18 | 18 | 0.00% | 0.08% | 0.18% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
HAP Trading, LLC | 7 | 1 | 0.00% | 0.05% | 0.28% | Q2 2019 | Q4 2022 | 18 |
FMR LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
Carnegie Capital Asset Management, LLC | 18 | 18 | 0.05% | 0.38% | 0.57% | Q2 2019 | Q3 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
First Personal Financial Services | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
CABOT WEALTH MANAGEMENT INC | 16 | 1 | 0.28% | 0.70% | 1.31% | Q2 2018 | Q2 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Gerber Kawasaki Wealth & Investment Management | 9 | 8 | 0.26% | 0.88% | 1.70% | Q2 2019 | Q3 2023 | 17 |
IHT Wealth Management, LLC | 17 | 17 | 0.01% | 0.05% | 0.11% | Q3 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2023 | 17 |
BNP PARIBAS FINANCIAL MARKETS | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.18% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Walleye Trading LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 16 |
Geneos Wealth Management Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
HM PAYSON & CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
CIBC WORLD MARKET INC. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 16 |
Realta Investment Advisors | 12 | 4 | 0.02% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 16 |
SCOTIA CAPITAL INC. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
WEDBUSH SECURITIES INC | 14 | 2 | 0.02% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.05% | 0.09% | 0.15% | Q4 2018 | Q3 2022 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
J.P. Morgan Private Wealth Advisors LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Invst, LLC | 15 | 15 | 0.07% | 0.12% | 0.18% | Q1 2020 | Q3 2023 | 15 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 15 | 15 | 1.17% | 2.19% | 3.23% | Q1 2020 | Q3 2023 | 15 |
Clal Insurance Enterprises Holdings Ltd | 15 | 15 | 0.02% | 1.63% | 3.45% | Q1 2020 | Q3 2023 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2021 | 15 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 14 | 1 | 0.10% | 0.16% | 0.28% | Q4 2019 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Equitable Holdings, Inc. | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OPPENHEIMER & CO INC | 12 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 15 |
NewEdge Advisors, LLC | 5 | 3 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
Private Capital Group, LLC | 12 | 2 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q2 2022 | 14 |
RPG Investment Advisory, LLC | 14 | 14 | 0.00% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
SG Americas Securities, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 14 |
Main Management LLC | 11 | 1 | 0.00% | 0.10% | 0.28% | Q3 2018 | Q3 2023 | 14 |
PRIO WEALTH LIMITED PARTNERSHIP | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Verity Asset Management, Inc. | 9 | 5 | 0.40% | 0.61% | 0.82% | Q1 2020 | Q3 2023 | 14 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 8 | 1 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q3 2023 | 14 |
MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 14 |
Windsor Creek Advisors, LLC | 7 | 3 | 0.02% | 0.47% | 1.60% | Q2 2019 | Q4 2021 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisors LLC | 12 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 13 | 13 | 0.63% | 1.53% | 3.12% | Q3 2020 | Q3 2023 | 13 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 13 | 13 | 0.68% | 1.39% | 2.46% | Q3 2020 | Q3 2023 | 13 |
Independence Bank of Kentucky | 13 | 13 | 0.10% | 0.21% | 0.33% | Q3 2020 | Q3 2023 | 13 |
MML INVESTORS SERVICES, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Janney Montgomery Scott LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
FinTrust Capital Advisors, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Allianz Asset Management GmbH | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 13 |
Western Wealth Management, LLC | 8 | 1 | 0.02% | 0.08% | 0.21% | Q1 2020 | Q3 2023 | 13 |
CASTLEARK MANAGEMENT LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Strategic Wealth Investment Group, LLC | 13 | 13 | 0.11% | 0.18% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 7 | 6 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2021 | 13 |
AE Wealth Management LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
JNBA Financial Advisors | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SeaCrest Wealth Management, LLC | 12 | 1 | 0.03% | 0.07% | 0.11% | Q3 2019 | Q2 2023 | 13 |
Moloney Securities Asset Management, LLC | 13 | 13 | 0.05% | 0.12% | 0.20% | Q3 2020 | Q3 2023 | 13 |
TRUSTCORE FINANCIAL SERVICES, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
Sigma Planning Corp | 13 | 13 | 0.01% | 0.04% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Mutual Advisors, LLC | 13 | 13 | 0.08% | 0.15% | 0.21% | Q3 2020 | Q3 2023 | 13 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.12% | 0.25% | 0.46% | Q1 2019 | Q1 2022 | 12 |
FAGAN ASSOCIATES, INC. | 12 | 12 | 0.16% | 0.30% | 0.38% | Q4 2020 | Q3 2023 | 12 |
1832 Asset Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Flaharty Asset Management, LLC | 12 | 12 | 0.13% | 0.54% | 1.04% | Q4 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 10 | 2 | 0.04% | 0.13% | 0.19% | Q1 2020 | Q1 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Purus Wealth Management, LLC | 12 | 12 | 0.30% | 0.53% | 0.76% | Q4 2020 | Q3 2023 | 12 |
Merriman Wealth Management, LLC | 5 | 3 | 0.04% | 0.25% | 0.69% | Q1 2019 | Q2 2022 | 12 |
Cornerstone Wealth Management, LLC | 10 | 2 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q2 2023 | 12 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.03% | 0.13% | Q4 2020 | Q3 2023 | 12 |
MEITAV INVESTMENT HOUSE LTD | 12 | 12 | 0.02% | 0.39% | 1.02% | Q4 2020 | Q3 2023 | 12 |
North Star Investment Management Corp. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.00% | 0.01% | 0.10% | Q4 2020 | Q3 2023 | 12 |
CenterStar Asset Management, LLC | 4 | 2 | 0.01% | 0.04% | 0.13% | Q3 2020 | Q4 2022 | 12 |
Integrated Wealth Concepts LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Personal Wealth Partners | 12 | 12 | 0.05% | 0.38% | 0.72% | Q2 2019 | Q1 2022 | 12 |
SIGNATUREFD, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Harel Insurance Investments & Financial Services Ltd. | 12 | 12 | 0.00% | 0.02% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 0.17% | 0.30% | 0.53% | Q4 2020 | Q3 2023 | 12 |
SG3 Management, LLC | 3 | 2 | 0.01% | 0.18% | 0.46% | Q3 2020 | Q1 2022 | 12 |
BAROMETER CAPITAL MANAGEMENT INC. | 9 | 3 | 0.11% | 0.24% | 0.57% | Q4 2018 | Q3 2022 | 12 |
Greenhouse Wealth Management, LLC | 12 | 12 | 0.34% | 0.57% | 0.76% | Q4 2020 | Q3 2023 | 12 |
CLEAR INVESTMENT RESEARCH, LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Lindbrook Capital, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TRUIST FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 11 | 11 | 0.12% | 0.14% | 0.17% | Q4 2020 | Q2 2023 | 11 |
Global Trust Asset Management, LLC | 11 | 11 | 0.00% | 0.10% | 0.42% | Q3 2020 | Q1 2023 | 11 |
CULLEN/FROST BANKERS, INC. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Family Firm, Inc. | 10 | 1 | 0.08% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 11 |
Pacific Center for Financial Services | 8 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
SEAVIEW INVESTMENT MANAGERS LLC | 11 | 11 | 0.12% | 0.50% | 0.86% | Q3 2020 | Q1 2023 | 11 |
COLONY GROUP LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Arosa Capital Management LP | 8 | 2 | 1.34% | 4.33% | 10.18% | Q2 2019 | Q4 2021 | 11 |
Montis Financial, LLC | 11 | 11 | 0.17% | 0.26% | 0.46% | Q4 2020 | Q2 2023 | 11 |
Legend Financial Advisors, Inc. | 6 | 5 | 0.02% | 0.40% | 3.41% | Q4 2020 | Q3 2023 | 11 |
Larson Financial Group LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
BREWIN DOLPHIN LTD | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 11 |
PRUDENTIAL PLC | 10 | 1 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 11 |
Wealthspire Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
COMMERCE BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
OPPENHEIMER ASSET MANAGEMENT INC. | 11 | 11 | 0.05% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Claro Advisors LLC | 10 | 1 | 0.00% | 0.38% | 0.66% | Q4 2018 | Q1 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Atom Investors LP | 10 | 1 | 0.11% | 0.41% | 0.66% | Q4 2020 | Q3 2023 | 11 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 11 |
American Institute for Advanced Investment Management, LLP | 10 | 1 | 0.17% | 0.26% | 0.42% | Q3 2020 | Q2 2023 | 11 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
First Bank & Trust | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q1 2023 | 10 |
ELEMENT POINTE ADVISORS, LLC | 10 | 10 | 0.07% | 0.42% | 1.42% | Q1 2021 | Q2 2023 | 10 |
Kistler-Tiffany Companies, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.03% | 0.12% | Q4 2020 | Q3 2023 | 10 |
LexAurum Advisors, LLC | 9 | 1 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q2 2023 | 10 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Florin Court Capital LLP | 4 | 2 | 0.28% | 1.42% | 3.86% | Q1 2019 | Q4 2022 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.06% | 0.41% | 0.76% | Q2 2021 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 10 |
MBB PUBLIC MARKETS I LLC | 8 | 8 | 0.01% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 10 |
SALEM INVESTMENT COUNSELORS INC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q2 2023 | 10 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.04% | 0.06% | 0.12% | Q1 2021 | Q2 2023 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Central Asset Investments & Management Holdings (HK) Ltd | 9 | 1 | 0.28% | 1.67% | 3.67% | Q4 2020 | Q2 2023 | 10 |
Activest Wealth Management | 9 | 1 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Gladstone Institutional Advisory LLC | 8 | 2 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Tower Research Capital LLC (TRC) | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
Snowden Capital Advisors LLC | 6 | 4 | 0.02% | 0.08% | 0.23% | Q3 2020 | Q1 2023 | 10 |
Mariner, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.04% | 0.06% | 0.08% | Q2 2010 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Main Management ETF Advisors, LLC | 10 | 10 | 0.63% | 1.14% | 1.51% | Q1 2021 | Q2 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.04% | 0.16% | Q1 2020 | Q1 2022 | 9 |
Allworth Financial LP | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
Baird Financial Group, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 9 |
First Command Financial Services, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Disciplined Investments, LLC | 9 | 9 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q2 2023 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Catalyst Capital Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Capital Asset Advisory Services LLC | 6 | 3 | 0.01% | 0.02% | 0.08% | Q4 2019 | Q1 2022 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Front Row Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 5 | 4 | 0.00% | 0.23% | 0.50% | Q1 2021 | Q3 2023 | 9 |
MAI Capital Management | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Foundations Investment Advisors, LLC | 9 | 9 | 0.02% | 0.04% | 0.12% | Q2 2020 | Q2 2022 | 9 |
First Command Bank | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
TSFG, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
BANK HAPOALIM BM | 9 | 9 | 0.03% | 0.10% | 0.21% | Q1 2020 | Q1 2022 | 9 |
Investors Research Corp | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Archer Investment Corp | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Biltmore Family Office, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Focused Wealth Management, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
HSBC HOLDINGS PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Stelac Advisory Services LLC | 8 | 8 | 0.11% | 0.20% | 0.27% | Q2 2021 | Q1 2023 | 8 |
Bartlett & Co. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Baystate Wealth Management LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
PICTON MAHONEY ASSET MANAGEMENT | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Newport Capital Group, LLC | 8 | 8 | 1.28% | 1.60% | 2.13% | Q4 2020 | Q3 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Personal Capital Advisors Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
J.W. COLE ADVISORS, INC. | 4 | 2 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q1 2023 | 8 |
B. Riley Wealth Advisors, Inc. | 7 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q4 2022 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
COOK WEALTH MANAGEMENT GROUP LLC | 8 | 8 | 0.16% | 0.24% | 0.35% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Beacon Financial Advisory LLC | 7 | 1 | 0.10% | 0.14% | 0.19% | Q3 2020 | Q1 2023 | 8 |
Millburn Ridgefield Corp | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 3 | 0.03% | 0.08% | 0.19% | Q3 2019 | Q4 2021 | 8 |
Castle Rock Wealth Management, LLC | 8 | 8 | 0.14% | 0.34% | 0.61% | Q4 2020 | Q3 2022 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Great Diamond Partners, LLC | 5 | 3 | 0.12% | 0.28% | 0.44% | Q1 2020 | Q1 2023 | 8 |
Asset Dedication, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
SRS Capital Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 8 |
EPIQ PARTNERS, LLC | 5 | 2 | 0.10% | 0.12% | 0.14% | Q3 2021 | Q2 2023 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PIN OAK INVESTMENT ADVISORS INC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.06% | 0.12% | Q4 2020 | Q3 2022 | 7 |
CAPTRUST FINANCIAL ADVISORS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
First Horizon Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Sterling Investment Advisors, Ltd. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 7 |
OLD MISSION CAPITAL LLC | 3 | 2 | 0.07% | 0.15% | 0.25% | Q2 2021 | Q2 2023 | 7 |
All Season Financial Advisors, Inc. | 6 | 1 | 0.18% | 0.39% | 0.65% | Q2 2021 | Q2 2023 | 7 |
APPLETON GROUP, LLC | 4 | 1 | 0.22% | 0.54% | 1.42% | Q3 2020 | Q4 2022 | 7 |
Magnus Financial Group LLC | 5 | 2 | 0.03% | 0.08% | 0.13% | Q3 2020 | Q2 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
OneDigital Investment Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 7 |
OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.54% | 1.95% | Q1 2022 | Q3 2023 | 7 |
U S GLOBAL INVESTORS INC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q2 2022 | 7 |
Core Wealth Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Leucadia National | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 7 |
Advisors Preferred, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2020 | 7 |
Compagnie Lombard Odier SCmA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
ADIRONDACK TRUST CO | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Arete Wealth Advisors, LLC | 6 | 1 | 0.05% | 0.08% | 0.16% | Q4 2020 | Q2 2023 | 7 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 7 |
American Research & Management Co. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Ranch Capital Advisors Inc. | 7 | 7 | 0.02% | 0.04% | 0.14% | Q2 2020 | Q4 2021 | 7 |
Paragon Wealth Strategies, LLC | 3 | 3 | 3.75% | 7.64% | 12.61% | Q3 2020 | Q1 2023 | 6 |
Parkside Advisors LLC | 3 | 3 | 0.11% | 0.16% | 0.30% | Q2 2019 | Q4 2020 | 6 |
STRATEGIC WEALTH MANAGEMENT INC | 6 | 6 | 1.51% | 1.78% | 2.19% | Q3 2020 | Q4 2021 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Phoenix Holdings Ltd. | 5 | 1 | 0.02% | 0.08% | 0.24% | Q1 2021 | Q4 2022 | 6 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5 | 1 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2022 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
MONEY CONCEPTS CAPITAL CORP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 6 |
FIFTH THIRD SECURITIES, INC. | 6 | 6 | 0.07% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Canton Hathaway, LLC | 5 | 1 | 0.03% | 0.42% | 0.71% | Q4 2021 | Q3 2023 | 6 |
Ayalon Insurance Comp Ltd. | 6 | 6 | 0.02% | 0.05% | 0.11% | Q3 2020 | Q4 2021 | 6 |
Portfolio Strategies, Inc. | 3 | 3 | 0.67% | 5.42% | 7.77% | Q3 2020 | Q3 2022 | 6 |
Plante Moran Financial Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 6 |
Stevard, LLC | 5 | 1 | 0.24% | 0.30% | 0.36% | Q1 2022 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2022 | 6 |
Csenge Advisory Group | 6 | 6 | 0.02% | 0.10% | 0.14% | Q4 2020 | Q1 2022 | 6 |
Trilogy Capital Inc. | 3 | 1 | 0.00% | 0.07% | 0.36% | Q2 2018 | Q3 2021 | 6 |
Astoria Portfolio Advisors LLC. | 6 | 6 | 0.10% | 0.19% | 0.27% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
United Asset Strategies, Inc. | 4 | 2 | 0.03% | 0.05% | 0.09% | Q2 2021 | Q2 2023 | 6 |
COOKSON PEIRCE & CO INC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 6 |
Princeton Global Asset Management LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
CENTRAL TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Wealthspire Advisors, L.P. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 5 |
Stratos Wealth Partners, LTD. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Maven Securities LTD | 3 | 1 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q3 2023 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.08% | 0.16% | 0.20% | Q2 2018 | Q2 2019 | 5 |
Strategic Wealth Partners, Ltd. | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2019 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
WASHINGTON TRUST Co | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Concord Wealth Partners | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Private Wealth Advisors, LLC | 5 | 5 | 0.16% | 0.23% | 0.27% | Q1 2021 | Q1 2022 | 5 |
Greenwich Wealth Management LLC | 4 | 1 | 0.06% | 0.23% | 0.32% | Q2 2019 | Q3 2023 | 5 |
Retirement Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Legacy Wealth Partners, Inc. | 5 | 5 | 0.20% | 0.25% | 0.38% | Q2 2020 | Q2 2021 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Ancora Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 5 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Psagot Value Holdings Ltd. | 5 | 5 | 0.22% | 1.04% | 1.94% | Q3 2020 | Q3 2021 | 5 |
AlphaMark Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
LAKE STREET PRIVATE WEALTH, LLC | 5 | 5 | 0.11% | 0.14% | 0.17% | Q4 2020 | Q4 2021 | 5 |
Money Design Co.,Ltd. | 5 | 5 | 0.00% | 0.25% | 0.40% | Q3 2022 | Q3 2023 | 5 |
BECK CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.33% | 0.85% | 1.79% | Q4 2020 | Q1 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Brendel Financial Advisors LLC | 4 | 1 | 0.39% | 2.51% | 4.58% | Q1 2020 | Q2 2021 | 5 |
Financial Management Professionals, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 5 |
Berkshire Bank | 5 | 5 | 0.20% | 0.44% | 0.58% | Q3 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q3 2023 | 5 |
CastleArk Alternatives, LLC | 5 | 5 | 0.01% | 1.55% | 4.64% | Q3 2020 | Q3 2021 | 5 |
FLOW TRADERS U.S. LLC | 3 | 2 | 0.03% | 0.08% | 0.15% | Q2 2021 | Q3 2023 | 5 |
FIRST MANHATTAN CO. LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
EVOKE WEALTH, LLC | 5 | 5 | 0.00% | 0.15% | 0.32% | Q2 2021 | Q2 2022 | 5 |
SYCOMORE ASSET MANAGEMENT | 4 | 1 | 0.26% | 0.36% | 0.63% | Q4 2020 | Q1 2022 | 5 |
Shay Capital LLC | 2 | 1 | 0.06% | 0.13% | 0.22% | Q4 2020 | Q3 2021 | 4 |
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 4 | 4 | 1.06% | 2.84% | 3.65% | Q4 2022 | Q3 2023 | 4 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Glassman Wealth Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
KCM INVESTMENT ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Arlington Capital Management, Inc. | 4 | 4 | 4.93% | 9.43% | 12.54% | Q1 2019 | Q4 2019 | 4 |
Gemmer Asset Management LLC | 2 | 1 | 0.00% | 0.30% | 1.19% | Q3 2019 | Q3 2023 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.10% | 0.18% | 0.31% | Q4 2020 | Q3 2021 | 4 |
LifePro Asset Management | 3 | 1 | 0.08% | 0.32% | 0.48% | Q4 2021 | Q1 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Cerity Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 4 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q1 2023 | 4 |
DB Wealth Management Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
IEQ CAPITAL, LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q2 2022 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2020 | 4 |
Stamos Capital Partners, L.P. | 4 | 4 | 0.17% | 0.23% | 0.29% | Q4 2020 | Q3 2021 | 4 |
RPg Family Wealth Advisory, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Brookstone Capital Management | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 4 |
PROFESSIONAL PLANNING | 4 | 4 | 0.12% | 0.15% | 0.18% | Q4 2020 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Optiver Holding B.V. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 4 |
LMR Partners LLP | 3 | 1 | 0.11% | 0.26% | 0.39% | Q1 2022 | Q2 2023 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Stonehage Fleming Financial Services Holdings Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 2 | 1 | 0.05% | 0.10% | 0.16% | Q4 2020 | Q3 2021 | 4 |
VAN ECK ASSOCIATES CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 4 |
Brevan Howard Capital Management LP | 2 | 2 | 3.90% | 4.52% | 5.14% | Q1 2021 | Q2 2021 | 4 |
Key Client Fiduciary Advisors, LLC | 4 | 4 | 0.16% | 0.25% | 0.30% | Q4 2022 | Q3 2023 | 4 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.02% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 4 |
HARVEY CAPITAL MANAGEMENT INC | 4 | 4 | 0.49% | 0.62% | 0.83% | Q3 2020 | Q2 2021 | 4 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.14% | 0.30% | Q2 2018 | Q2 2021 | 4 |
BANK OF NOVA SCOTIA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Bison Wealth, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Bramshill Investments, LLC | 3 | 1 | 0.03% | 0.05% | 0.12% | Q2 2021 | Q3 2023 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.09% | 0.28% | 0.52% | Q4 2020 | Q2 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Guild Investment Management, Inc. | 4 | 4 | 2.56% | 2.89% | 3.07% | Q2 2021 | Q1 2022 | 4 |
Truepoint, Inc. | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Vahanian & Associates Financial Planning Inc. | 4 | 4 | 2.57% | 2.90% | 3.30% | Q3 2022 | Q2 2023 | 4 |
GUGGENHEIM CAPITAL LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q2 2018 | Q1 2019 | 4 |
Cyndeo Wealth Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Barrett Asset Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Telemetry Investments, L.L.C. | 3 | 3 | 0.28% | 0.46% | 0.60% | Q1 2022 | Q3 2022 | 3 |
SPC Financial, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Cannon Global Investment Management, LLC | 3 | 3 | 0.77% | 10.45% | 28.73% | Q4 2020 | Q2 2021 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Bienville Capital Management, LLC | 3 | 3 | 0.03% | 0.09% | 0.18% | Q1 2021 | Q3 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Crescent Capital Consulting, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 3 | 3 | 0.17% | 0.21% | 0.25% | Q1 2023 | Q3 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q2 2020 | 3 |
Dynamic Advisor Solutions LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2021 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q1 2021 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Proficio Capital Partners LLC | 1 | 1 | 0.05% | 0.09% | 0.16% | Q3 2020 | Q3 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Solstein Capital, LLC | 3 | 3 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q3 2021 | 3 |
BROWN ADVISORY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 1 | 0.00% | 0.07% | 0.22% | Q3 2021 | Q4 2022 | 3 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 3 |
Electron Capital Partners, LLC | 1 | 1 | 0.89% | 2.73% | 5.68% | Q3 2020 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.33% | 0.42% | 0.51% | Q1 2023 | Q3 2023 | 3 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.30% | 1.52% | 2.92% | Q1 2023 | Q2 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 3 |
NOMURA HOLDINGS INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Benedetti & Gucer, Inc. | 3 | 3 | 0.13% | 0.16% | 0.19% | Q3 2022 | Q1 2023 | 3 |
One Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Grant/GrossMendelsohn, LLC | 3 | 3 | 0.64% | 0.79% | 1.07% | Q4 2020 | Q2 2021 | 3 |
Wealthfront Advisers LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
D. E. Shaw & Co., Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 3 |
Shamrock Asset Management LLC | 3 | 3 | 0.31% | 0.44% | 0.66% | Q2 2018 | Q4 2018 | 3 |
Fulcrum Equity Management | 3 | 3 | 0.20% | 0.22% | 0.26% | Q3 2020 | Q1 2021 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 3 |
Columbus Macro, LLC | 2 | 1 | 0.28% | 0.49% | 0.76% | Q1 2021 | Q1 2022 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 0.15% | 0.17% | 0.21% | Q4 2020 | Q2 2021 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Spectrum Wealth Advisory Group, LLC | 3 | 3 | 0.60% | 1.37% | 1.79% | Q1 2021 | Q3 2021 | 3 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
IAM Advisory, LLC | 3 | 3 | 0.38% | 0.42% | 0.50% | Q3 2022 | Q1 2023 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.02% | 0.03% | 0.07% | Q2 2021 | Q1 2023 | 3 |
EASTERN BANK | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q4 2018 | 3 |
Nan Shan Life Insurance Co., Ltd. | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2021 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
New England Investment & Retirement Group, Inc. | 2 | 1 | 0.01% | 1.19% | 1.87% | Q1 2020 | Q2 2021 | 3 |
L & S Advisors Inc | 2 | 1 | 0.02% | 0.06% | 0.13% | Q3 2021 | Q4 2022 | 3 |
Cavalry Management Group, LLC | 3 | 3 | 0.04% | 0.09% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Coco Enterprises, LLC | 3 | 3 | 4.30% | 4.96% | 5.81% | Q4 2020 | Q2 2021 | 3 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.17% | 0.19% | 0.22% | Q4 2020 | Q1 2021 | 2 |
Ibex Investors LLC | 2 | 2 | 0.26% | 2.02% | 3.78% | Q1 2021 | Q2 2021 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.32% | 0.37% | 0.43% | Q4 2020 | Q1 2021 | 2 |
Point72 Asset Management, L.P. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q4 2022 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 2 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
Strategic Advisors LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q1 2021 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 2 |
West Tower Group, LLC | 2 | 2 | 0.06% | 0.21% | 0.36% | Q2 2023 | Q3 2023 | 2 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.24% | 0.31% | 0.38% | Q4 2022 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Quantitative Investment Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 2 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q1 2021 | Q3 2022 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Eisler Capital (UK) Ltd. | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2021 | 2 |
EXANE DERIVATIVES | 2 | 2 | 0.10% | 0.13% | 0.16% | Q3 2020 | Q4 2020 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Parker Investment Management, LLC | 2 | 2 | 2.28% | 2.55% | 2.81% | Q3 2020 | Q4 2020 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.12% | 0.17% | 0.22% | Q2 2021 | Q2 2022 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BOKF, NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 2 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q3 2019 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Venture Visionary Partners LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 2 |
PHILADELPHIA TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Kaizen Financial Strategies | 1 | 1 | 0.74% | 0.86% | 0.98% | Q1 2021 | Q3 2021 | 2 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Ulrich Consultants & Investment Group, LLC | 2 | 2 | 2.37% | 2.95% | 3.52% | Q2 2022 | Q3 2022 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 1.62% | 1.85% | 2.07% | Q3 2022 | Q4 2022 | 2 |
Intrua Financial, LLC | 2 | 2 | 1.03% | 1.19% | 1.34% | Q2 2022 | Q3 2022 | 2 |
NIEMANN CAPITAL MANAGEMENT INC | 2 | 2 | 3.99% | 4.02% | 4.04% | Q2 2019 | Q3 2019 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Eschler Asset Management LLP | 1 | 1 | 0.25% | 0.30% | 0.36% | Q4 2021 | Q1 2023 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.02% | 0.17% | 0.32% | Q2 2021 | Q4 2021 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2022 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Rollins Financial | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q1 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Friedenthal Financial | 2 | 2 | 3.13% | 3.28% | 3.43% | Q2 2022 | Q3 2022 | 2 |
ALTFEST L J & CO INC | 2 | 2 | 0.28% | 0.30% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 2 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Dunhill Financial, LLC | 2 | 2 | 0.30% | 0.31% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Greenland Capital Management LP | 1 | 1 | 0.06% | 0.09% | 0.13% | Q1 2023 | Q3 2023 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Elwood & Goetz Wealth Advisory Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q2 2021 | 2 |
Financial Services Advisory Inc | 1 | 1 | 0.09% | 1.34% | 2.58% | Q4 2020 | Q3 2022 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 2 |
Covestor Ltd | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 2 |
BARINGS LLC | 2 | 2 | 0.20% | 0.25% | 0.30% | Q4 2022 | Q1 2023 | 2 |
Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CloudAlpha Capital Management Limited/Hong Kong | 1 | 1 | 0.27% | 0.34% | 0.42% | Q4 2020 | Q4 2020 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q2 2016 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Exchange Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
CHOREO, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.10% | 0.29% | 0.47% | Q4 2020 | Q1 2021 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
GREENWOOD GEARHART INC | 2 | 2 | 0.85% | 0.96% | 1.08% | Q2 2023 | Q3 2023 | 2 |
Noked Israel Ltd | 1 | 1 | 3.25% | 3.25% | 3.25% | Q3 2022 | Q3 2022 | 1 |
McGowan Group Asset Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 3.17% | 3.17% | 3.17% | Q3 2022 | Q3 2022 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MIK Capital, LP | 1 | 1 | 2.10% | 2.10% | 2.10% | Q2 2021 | Q2 2021 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2021 | Q1 2021 | 1 |
Noked Capital LTD | 1 | 1 | 1.41% | 1.41% | 1.41% | Q3 2022 | Q3 2022 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2021 | Q1 2021 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Lion Point Capital, LP | 1 | 1 | 5.94% | 5.94% | 5.94% | Q4 2020 | Q4 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ergoteles LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Forefront Analytics, LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q2 2021 | Q2 2021 | 1 |
WASHBURN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TradeLink Capital LLC | 1 | 1 | 12.66% | 12.66% | 12.66% | Q1 2021 | Q1 2021 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
LPWM LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ciovacco Capital Management LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2020 | Q4 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Sightline Wealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CAZ INVESTMENTS LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2020 | Q1 2020 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2022 | Q3 2022 | 1 |
Running Point Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
RMR Wealth Builders | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2020 | Q3 2020 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2019 | Q3 2019 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2021 | Q2 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
SPHERA FUNDS MANAGEMENT LTD. | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2021 | Q2 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
F3Logic, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2021 | Q2 2021 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
Del-Sette Capital Management, LLC | 1 | 1 | 2.35% | 2.35% | 2.35% | Q3 2022 | Q3 2022 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Beck Bode, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
SageGuard Financial Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HOLDERNESS INVESTMENTS CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DIMENSION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
Southland Equity Partners LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
Hiddenite Capital Partners LP | 1 | 1 | 4.33% | 4.33% | 4.33% | Q3 2023 | Q3 2023 | 1 |
Derbend Asset Management | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DeepCurrents Investment Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 5.04% | 5.04% | 5.04% | Q2 2022 | Q2 2022 | 1 |
Melvin Capital Management LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2020 | Q4 2020 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2021 | Q3 2021 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q2 2021 | Q2 2021 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2021 | Q3 2021 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
PFG Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 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.