Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cutler Group LLC / CA | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 25 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 24 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Poehling Capital Management, INC. | 18 | 18 | 0.48% | 0.97% | 3.05% | Q2 2019 | Q3 2023 | 18 |
SimpliFi, Inc. | 17 | 17 | 3.20% | 4.36% | 8.34% | Q2 2019 | Q2 2023 | 17 |
ROYAL BANK OF CANADA | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
WELLS FARGO & COMPANY/MN | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
IFP Advisors, Inc | 15 | 15 | 0.06% | 0.26% | 0.55% | Q1 2020 | Q3 2023 | 15 |
Geneos Wealth Management Inc. | 15 | 15 | 0.00% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Cumberland Partners Ltd | 15 | 15 | 0.02% | 0.07% | 0.13% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Financial Enhancement Group LLC | 14 | 14 | 0.00% | 1.22% | 3.38% | Q2 2020 | Q3 2023 | 14 |
Lowe Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.34% | 0.72% | Q3 2020 | Q4 2023 | 14 |
RAYMOND JAMES & ASSOCIATES | 14 | 14 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Janney Montgomery Scott LLC | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
BOENNING & SCATTERGOOD, INC. | 14 | 14 | 0.12% | 0.58% | 0.77% | Q3 2019 | Q4 2022 | 14 |
Belpointe Asset Management LLC | 14 | 14 | 0.03% | 0.69% | 2.09% | Q2 2020 | Q3 2023 | 14 |
HighTower Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 13 | 1 | 0.00% | 0.04% | 0.16% | Q4 2019 | Q3 2023 | 14 |
Focused Wealth Management, Inc | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Chicago Partners Investment Group LLC | 14 | 14 | 0.13% | 0.31% | 0.52% | Q2 2020 | Q3 2023 | 14 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 13 |
LPL Financial LLC | 13 | 13 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q3 2023 | 13 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Ballew Advisors, Inc | 13 | 13 | 0.27% | 1.36% | 3.03% | Q3 2020 | Q3 2023 | 13 |
OPPENHEIMER & CO INC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
STIFEL FINANCIAL CORP | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Pekin Hardy Strauss, Inc. | 13 | 13 | 0.07% | 1.04% | 1.50% | Q3 2020 | Q3 2023 | 13 |
EPG Wealth Management LLC | 13 | 13 | 0.05% | 0.24% | 0.57% | Q3 2020 | Q3 2023 | 13 |
ISLAY CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.03% | 0.96% | 1.48% | Q3 2020 | Q3 2023 | 13 |
COLONY GROUP LLC | 11 | 2 | 0.00% | 0.10% | 0.22% | Q2 2020 | Q3 2023 | 13 |
SlateStone Wealth, LLC | 13 | 13 | 0.03% | 1.16% | 3.16% | Q3 2020 | Q3 2023 | 13 |
American Portfolios Advisors | 13 | 13 | 0.00% | 0.17% | 0.41% | Q3 2019 | Q3 2022 | 13 |
Integrated Wealth Concepts LLC | 13 | 13 | 0.01% | 0.17% | 0.56% | Q3 2020 | Q3 2023 | 13 |
BANK OF AMERICA CORP /DE/ | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Financial Architects, Inc | 7 | 1 | 0.01% | 0.57% | 1.74% | Q4 2019 | Q2 2023 | 12 |
TRUIST FINANCIAL CORP | 12 | 12 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q2 2023 | 12 |
AE Wealth Management LLC | 12 | 12 | 0.00% | 0.08% | 0.26% | Q4 2020 | Q3 2023 | 12 |
UBS Group AG | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
WHITTIER TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisor Networks LLC | 12 | 12 | 0.01% | 0.10% | 0.20% | Q4 2020 | Q3 2023 | 12 |
MORGAN STANLEY | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Eudaimonia Partners, LLC | 7 | 5 | 0.05% | 0.22% | 0.38% | Q3 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
TIEDEMANN ADVISORS, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
BANK OF MONTREAL /CAN/ | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CIBC WORLD MARKET INC. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 11 |
Aspire Private Capital, LLC | 11 | 11 | 0.00% | 0.04% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Almanack Investment Partners, LLC. | 11 | 11 | 0.05% | 0.39% | 0.75% | Q1 2021 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Magnus Financial Group LLC | 11 | 11 | 0.10% | 0.22% | 0.80% | Q1 2021 | Q3 2023 | 11 |
Mraz, Amerine & Associates, Inc. | 11 | 11 | 0.14% | 0.34% | 0.49% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.02% | 0.08% | Q1 2021 | Q3 2023 | 11 |
US BANCORP \DE\ | 11 | 11 | 0.01% | 0.07% | 0.18% | Q1 2021 | Q3 2023 | 11 |
JANICZEK WEALTH MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TERRIL BROTHERS, INC. | 11 | 11 | 2.24% | 5.50% | 7.50% | Q1 2021 | Q3 2023 | 11 |
Integrated Advisors Network LLC | 11 | 11 | 0.01% | 0.09% | 0.24% | Q3 2020 | Q1 2023 | 11 |
Cambridge Advisors Inc. | 11 | 11 | 0.12% | 0.22% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Regal Investment Advisors LLC | 10 | 1 | 0.06% | 0.23% | 0.44% | Q4 2020 | Q3 2023 | 11 |
West Branch Capital LLC | 11 | 11 | 0.01% | 0.08% | 0.14% | Q1 2021 | Q3 2023 | 11 |
WealthBridge Capital Management, LLC | 11 | 11 | 0.10% | 0.37% | 0.72% | Q1 2021 | Q3 2023 | 11 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 11 | 11 | 0.17% | 0.71% | 1.19% | Q1 2021 | Q3 2023 | 11 |
FIFTH THIRD BANCORP | 11 | 11 | 0.02% | 0.13% | 0.38% | Q1 2021 | Q3 2023 | 11 |
WHITTIER TRUST CO OF NEVADA INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Creative Planning | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Larson Financial Group LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Faithward Advisors, LLC | 11 | 11 | 0.69% | 4.14% | 6.70% | Q1 2021 | Q3 2023 | 11 |
Venturi Wealth Management, LLC | 5 | 5 | 0.03% | 0.06% | 0.17% | Q1 2021 | Q3 2023 | 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q2 2023 | 10 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 | 10 | 0.23% | 0.31% | 0.44% | Q2 2021 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 1.26% | 5.39% | 12.18% | Q2 2021 | Q3 2023 | 10 |
AlphaMark Advisors, LLC | 10 | 10 | 0.01% | 0.11% | 0.23% | Q1 2021 | Q2 2023 | 10 |
HBW ADVISORY SERVICES LLC | 10 | 10 | 0.08% | 0.12% | 0.18% | Q1 2021 | Q2 2023 | 10 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 10 | 10 | 0.45% | 1.13% | 3.01% | Q2 2021 | Q3 2023 | 10 |
Newbridge Financial Services Group, Inc. | 9 | 1 | 0.02% | 0.07% | 0.13% | Q1 2021 | Q3 2023 | 10 |
Strategic Blueprint, LLC | 10 | 10 | 0.12% | 0.20% | 0.41% | Q2 2020 | Q3 2022 | 10 |
Raymond James Financial Services Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
Private Advisor Group, LLC | 10 | 10 | 0.00% | 0.15% | 0.24% | Q2 2020 | Q3 2022 | 10 |
WealthPLAN Partners, LLC | 6 | 4 | 0.04% | 1.51% | 2.74% | Q4 2020 | Q3 2023 | 10 |
SevenOneSeven Capital Management | 10 | 10 | 3.01% | 4.59% | 6.74% | Q2 2021 | Q3 2023 | 10 |
Schiavi & Co LLC | 10 | 10 | 2.94% | 5.70% | 7.11% | Q2 2021 | Q3 2023 | 10 |
Belmont Capital, LLC | 10 | 10 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Executive Wealth Management, LLC | 10 | 10 | 0.15% | 0.22% | 0.35% | Q2 2021 | Q3 2023 | 10 |
Sugarloaf Wealth Management, LLC | 6 | 4 | 0.00% | 0.25% | 1.56% | Q4 2020 | Q3 2023 | 10 |
NewEdge Advisors, LLC | 4 | 2 | 0.00% | 0.07% | 0.35% | Q4 2020 | Q3 2023 | 10 |
KMG FIDUCIARY PARTNERS, LLC | 10 | 10 | 0.04% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Summit Trail Advisors, LLC | 10 | 10 | 0.15% | 0.82% | 1.81% | Q2 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Avidian Wealth Solutions, LLC | 9 | 9 | 0.03% | 0.05% | 0.10% | Q3 2020 | Q3 2022 | 9 |
TMD Wealth Management, LLC | 9 | 9 | 6.92% | 9.13% | 10.12% | Q4 2020 | Q4 2022 | 9 |
Wealthcare Advisory Partners LLC | 9 | 9 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q3 2022 | 9 |
WMS Partners, LLC | 9 | 9 | 0.03% | 0.06% | 0.12% | Q3 2020 | Q3 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.29% | 1.03% | Q2 2021 | Q3 2023 | 9 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 9 | 9 | 0.03% | 2.58% | 3.19% | Q1 2021 | Q1 2023 | 9 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Opes Wealth Management LLC | 9 | 9 | 0.45% | 0.56% | 0.66% | Q3 2021 | Q3 2023 | 9 |
BLAIR WILLIAM & CO/IL | 7 | 2 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 9 |
Tidal Investments LLC | 9 | 9 | 0.03% | 0.10% | 0.16% | Q3 2019 | Q3 2021 | 9 |
SIMPLEX TRADING, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
NATIXIS ADVISORS, L.P. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 8 |
Advisory Services Network, LLC | 6 | 2 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 8 |
TBH Global Asset Management, LLC | 8 | 8 | 0.20% | 0.43% | 0.66% | Q1 2021 | Q4 2022 | 8 |
Good Life Advisors, LLC | 8 | 8 | 0.08% | 0.37% | 0.56% | Q4 2020 | Q3 2022 | 8 |
Janney Capital Management LLC | 8 | 8 | 0.96% | 1.47% | 1.92% | Q1 2021 | Q4 2022 | 8 |
MML INVESTORS SERVICES, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
F3Logic, LLC | 8 | 8 | 0.04% | 0.57% | 1.42% | Q3 2020 | Q2 2022 | 8 |
Csenge Advisory Group | 8 | 8 | 0.02% | 0.20% | 0.52% | Q3 2020 | Q2 2022 | 8 |
Capital Investment Advisory Services, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Tower Research Capital LLC (TRC) | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CreativeOne Wealth, LLC | 7 | 1 | 0.13% | 0.30% | 0.42% | Q1 2021 | Q2 2023 | 8 |
Perigon Wealth Management, LLC | 7 | 1 | 0.02% | 0.02% | 0.03% | Q3 2011 | Q3 2022 | 8 |
Stratos Wealth Partners, LTD. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2023 | 8 |
Guardian Financial Partners, LLC | 8 | 8 | 6.56% | 13.79% | 21.88% | Q4 2021 | Q3 2023 | 8 |
Straight Path Wealth Management | 8 | 8 | 2.38% | 3.13% | 3.91% | Q4 2021 | Q3 2023 | 8 |
Adams Wealth Management | 8 | 8 | 0.59% | 0.73% | 1.25% | Q1 2021 | Q4 2022 | 8 |
Prospera Financial Services Inc | 6 | 1 | 0.00% | 0.10% | 0.14% | Q2 2020 | Q1 2022 | 7 |
Cetera Advisors LLC | 7 | 7 | 0.02% | 0.09% | 0.13% | Q1 2021 | Q3 2022 | 7 |
BAR HARBOR TRUST SERVICES | 7 | 7 | 0.00% | 1.72% | 2.76% | Q4 2020 | Q2 2022 | 7 |
GeoWealth Management, LLC | 7 | 7 | 0.03% | 0.48% | 1.13% | Q1 2021 | Q3 2022 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.04% | 0.45% | 2.10% | Q1 2022 | Q4 2023 | 7 |
LAKE STREET PRIVATE WEALTH, LLC | 7 | 7 | 0.56% | 0.70% | 0.88% | Q1 2021 | Q3 2022 | 7 |
Richard Bernstein Advisors LLC | 6 | 1 | 0.00% | 0.91% | 2.24% | Q2 2021 | Q3 2023 | 7 |
GOFEN & GLOSSBERG LLC /IL/ | 7 | 7 | 0.01% | 0.10% | 0.25% | Q1 2021 | Q3 2022 | 7 |
D. SCOTT NEAL, INC. | 7 | 7 | 0.15% | 0.17% | 0.20% | Q2 2021 | Q4 2022 | 7 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 7 | 7 | 0.16% | 0.25% | 0.39% | Q4 2020 | Q2 2022 | 7 |
Laidlaw Wealth Management LLC | 7 | 7 | 0.42% | 0.68% | 1.01% | Q1 2022 | Q3 2023 | 7 |
WOLVERINE TRADING, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 7 |
Sigma Planning Corp | 3 | 1 | 0.01% | 0.09% | 0.25% | Q3 2020 | Q3 2022 | 7 |
Koshinski Asset Management, Inc. | 3 | 2 | 0.10% | 0.26% | 0.40% | Q3 2020 | Q3 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Pillar Wealth Advisors, LLC | 7 | 7 | 0.17% | 0.50% | 0.76% | Q4 2021 | Q2 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
JPMORGAN CHASE & CO | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
SRS Capital Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
WESPAC Advisors, LLC | 6 | 6 | 0.92% | 1.27% | 1.79% | Q3 2020 | Q4 2021 | 6 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.17% | 0.50% | Q1 2021 | Q3 2022 | 6 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.01% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 6 |
LexAurum Advisors, LLC | 6 | 6 | 0.14% | 0.20% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Financial Advocates Investment Management | 4 | 2 | 0.02% | 0.12% | 0.23% | Q4 2020 | Q2 2022 | 6 |
Simplicity Solutions, LLC | 3 | 1 | 0.03% | 0.18% | 0.36% | Q4 2020 | Q3 2023 | 6 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 6 | 6 | 0.28% | 0.63% | 0.91% | Q2 2021 | Q3 2022 | 6 |
Stratos Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.18% | 0.35% | Q4 2020 | Q2 2022 | 6 |
Investors Research Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
St. James Investment Company, LLC | 6 | 6 | 0.12% | 0.15% | 0.18% | Q1 2022 | Q2 2023 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.04% | 0.09% | 0.16% | Q4 2020 | Q2 2023 | 6 |
VCU Investment Management Co | 6 | 6 | 5.20% | 6.35% | 8.22% | Q3 2020 | Q4 2021 | 6 |
Solstein Capital, LLC | 6 | 6 | 0.09% | 0.39% | 1.69% | Q3 2021 | Q4 2022 | 6 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Bellecapital International Ltd. | 6 | 6 | 0.21% | 1.43% | 4.74% | Q2 2022 | Q3 2023 | 6 |
U.S. Capital Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.09% | 0.14% | Q3 2021 | Q4 2022 | 6 |
QUADRANT CAPITAL GROUP LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Estate Counselors, LLC | 6 | 6 | 0.02% | 1.01% | 1.36% | Q3 2021 | Q4 2022 | 6 |
Elevated Capital Advisors, LLC | 3 | 1 | 0.56% | 1.25% | 2.07% | Q1 2021 | Q1 2023 | 6 |
&PARTNERS | 6 | 6 | 0.23% | 0.36% | 0.52% | Q3 2020 | Q4 2021 | 6 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.28% | 0.45% | 0.56% | Q4 2021 | Q1 2023 | 6 |
WEDBUSH SECURITIES INC | 5 | 1 | 0.05% | 0.23% | 0.46% | Q2 2020 | Q1 2022 | 6 |
Aptus Capital Advisors, LLC | 6 | 6 | 0.02% | 0.21% | 0.84% | Q1 2021 | Q2 2022 | 6 |
PFG Advisors | 6 | 6 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2023 | 6 |
USCA RIA LLC | 5 | 5 | 0.07% | 0.16% | 0.25% | Q2 2020 | Q2 2021 | 5 |
TCI Wealth Advisors, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
Ford Financial Group, LLC | 5 | 5 | 0.15% | 0.26% | 0.40% | Q2 2021 | Q2 2022 | 5 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 5 | 5 | 2.94% | 3.33% | 3.76% | Q4 2021 | Q4 2022 | 5 |
KG&L Capital Management,LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q3 2022 | 5 |
Bank of New York Mellon Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
WealthShield Partners, LLC | 4 | 1 | 0.00% | 0.10% | 0.22% | Q3 2020 | Q4 2021 | 5 |
Atria Investments, Inc | 5 | 5 | 0.09% | 0.19% | 0.26% | Q4 2020 | Q4 2021 | 5 |
SFMG, LLC | 5 | 5 | 1.73% | 1.87% | 1.95% | Q1 2021 | Q1 2022 | 5 |
Sargent Bickham Lagudis LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
Ausdal Financial Partners, Inc. | 5 | 5 | 0.05% | 0.10% | 0.14% | Q4 2020 | Q4 2021 | 5 |
Epic Trust Investment Advisors, LLC | 5 | 5 | 0.81% | 1.15% | 1.69% | Q4 2021 | Q4 2022 | 5 |
SIGNATUREFD, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.03% | 7.53% | 14.36% | Q2 2021 | Q2 2022 | 5 |
Legacy Capital Partners, Inc. | 5 | 5 | 0.39% | 0.44% | 0.48% | Q1 2021 | Q1 2022 | 5 |
Silverleafe Capital Partners, LLC | 5 | 5 | 1.55% | 2.43% | 3.10% | Q3 2020 | Q3 2021 | 5 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.02% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 5 |
KRAEMATON INVESTMENT ADVISORS, INC | 5 | 5 | 0.32% | 0.36% | 0.41% | Q4 2021 | Q4 2022 | 5 |
ASSETMARK, INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 5 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Cornerstone Wealth Group, LLC | 3 | 1 | 0.05% | 2.34% | 5.88% | Q1 2021 | Q3 2023 | 5 |
Acorn Wealth Advisors, LLC | 5 | 5 | 0.15% | 0.66% | 1.34% | Q2 2021 | Q2 2022 | 5 |
Cordatus Wealth Management LLC | 4 | 1 | 0.42% | 0.71% | 0.93% | Q2 2020 | Q4 2021 | 5 |
Jefferies Group LLC | 4 | 4 | 0.07% | 0.10% | 0.12% | Q1 2021 | Q4 2021 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Astor Investment Management LLC | 4 | 4 | 4.03% | 6.80% | 7.98% | Q1 2021 | Q4 2021 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.00% | 0.05% | 0.10% | Q3 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.07% | 0.21% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Bay Harbor Wealth Management, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q4 2021 | 4 |
Fermata Advisors, LLC | 4 | 4 | 0.09% | 0.21% | 0.33% | Q2 2021 | Q1 2022 | 4 |
Precision Wealth Strategies, LLC | 4 | 4 | 1.40% | 4.44% | 9.09% | Q1 2021 | Q4 2021 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Brinker Capital Investments, LLC | 4 | 4 | 0.03% | 0.20% | 0.45% | Q3 2020 | Q2 2021 | 4 |
Hilltop Holdings Inc. | 3 | 1 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 4 |
Stegent Equity Advisors, Inc. | 4 | 4 | 1.81% | 2.18% | 3.08% | Q4 2021 | Q3 2022 | 4 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 4 | 0.13% | 0.35% | 0.46% | Q1 2021 | Q4 2021 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Frontier Wealth Management LLC | 4 | 4 | 0.35% | 1.06% | 1.67% | Q3 2021 | Q2 2022 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.04% | 0.20% | 0.27% | Q1 2022 | Q4 2022 | 4 |
Equitable Holdings, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Lloyd Advisory Services, LLC. | 4 | 4 | 0.10% | 0.16% | 0.19% | Q1 2021 | Q4 2021 | 4 |
Front Row Advisors LLC | 3 | 1 | 0.05% | 0.11% | 0.17% | Q1 2021 | Q1 2022 | 4 |
Intellectus Partners, LLC | 4 | 4 | 0.07% | 0.09% | 0.12% | Q1 2021 | Q4 2021 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.35% | 0.39% | 0.42% | Q4 2022 | Q3 2023 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.02% | 1.19% | 1.80% | Q4 2022 | Q3 2023 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Legacy Private Trust Co. | 4 | 4 | 0.32% | 0.61% | 0.81% | Q4 2020 | Q3 2021 | 4 |
Center For Asset Management LLC | 4 | 4 | 0.31% | 0.47% | 0.59% | Q1 2021 | Q4 2021 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q4 2021 | 4 |
WCG Wealth Advisors LLC | 2 | 1 | 0.03% | 1.14% | 2.40% | Q2 2022 | Q2 2023 | 4 |
IBEX WEALTH ADVISORS | 4 | 4 | 0.69% | 0.90% | 1.11% | Q1 2021 | Q4 2021 | 4 |
Prestige Wealth Management Group LLC | 4 | 4 | 0.04% | 0.17% | 0.24% | Q3 2021 | Q2 2022 | 4 |
Realta Investment Advisors | 2 | 2 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.05% | 0.18% | Q1 2021 | Q4 2022 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Danda Trouve Investment Management, Inc. | 4 | 4 | 0.23% | 1.24% | 1.78% | Q4 2020 | Q3 2021 | 4 |
NVWM, LLC | 4 | 4 | 0.03% | 0.66% | 0.90% | Q1 2021 | Q4 2021 | 4 |
Burleson & Company, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Centennial Wealth Advisory LLC | 4 | 4 | 2.37% | 3.64% | 4.27% | Q1 2021 | Q4 2021 | 4 |
First Horizon Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.09% | 1.16% | 4.32% | Q3 2020 | Q3 2023 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Outlook Wealth Advisors, LLC | 4 | 4 | 0.53% | 0.81% | 0.94% | Q1 2021 | Q4 2021 | 4 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 4 |
CREDIT SUISSE AG/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Covestor Ltd | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Windsor Creek Advisors, LLC | 2 | 1 | 0.24% | 0.54% | 0.72% | Q3 2020 | Q3 2021 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 3 |
BAR HARBOR WEALTH MANAGEMENT | 3 | 3 | 0.14% | 0.19% | 0.22% | Q2 2022 | Q4 2022 | 3 |
JSF Financial, LLC | 3 | 3 | 14.75% | 15.01% | 15.22% | Q1 2021 | Q3 2021 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2021 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.22% | 0.25% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ACT Advisors, LLC. | 3 | 3 | 9.44% | 9.56% | 9.67% | Q1 2021 | Q3 2021 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
PEAK FINANCIAL ADVISORS LLC | 3 | 3 | 7.78% | 9.51% | 12.23% | Q4 2020 | Q2 2021 | 3 |
MBL Wealth, LLC | 2 | 1 | 1.74% | 2.02% | 2.40% | Q4 2020 | Q3 2021 | 3 |
Cascadia Advisory Services, LLC | 3 | 3 | 1.11% | 1.28% | 1.38% | Q1 2021 | Q3 2021 | 3 |
Tuttle Capital Management, LLC | 2 | 1 | 0.20% | 0.79% | 1.81% | Q3 2020 | Q2 2021 | 3 |
Trek Financial, LLC | 3 | 3 | 0.11% | 0.25% | 0.38% | Q4 2020 | Q2 2021 | 3 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Badgley Phelps Wealth Managers, LLC | 3 | 3 | 0.01% | 0.50% | 0.89% | Q3 2021 | Q1 2022 | 3 |
NWAM LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q3 2021 | 3 |
Quantitative Advantage, LLC | 3 | 3 | 0.47% | 0.56% | 0.62% | Q3 2022 | Q1 2023 | 3 |
Mariner, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 3 |
PACIFIC FINANCIAL GROUP INC | 3 | 3 | 0.17% | 0.70% | 1.05% | Q1 2021 | Q3 2021 | 3 |
Centric Wealth Management | 3 | 3 | 0.07% | 0.12% | 0.15% | Q1 2021 | Q3 2021 | 3 |
Ahrens Investment Partners LLC | 2 | 1 | 0.02% | 0.09% | 0.22% | Q3 2020 | Q1 2022 | 3 |
RPg Family Wealth Advisory, LLC | 3 | 3 | 0.14% | 0.16% | 0.17% | Q2 2022 | Q4 2022 | 3 |
IPG Investment Advisors LLC | 2 | 1 | 0.48% | 1.02% | 1.31% | Q4 2020 | Q4 2021 | 3 |
GFS Advisors, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q1 2022 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 1.22% | 1.28% | 1.32% | Q1 2023 | Q3 2023 | 3 |
Advisors Preferred, LLC | 3 | 3 | 0.60% | 0.70% | 0.88% | Q2 2021 | Q4 2021 | 3 |
WOLFF WIESE MAGANA LLC | 2 | 1 | 0.01% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 3 |
Paragon Private Wealth Management, LLC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q4 2021 | Q2 2022 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q1 2023 | 3 |
JAMES INVESTMENT RESEARCH INC | 2 | 1 | 0.00% | 0.05% | 0.14% | Q4 2020 | Q3 2021 | 3 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 3 | 3 | 0.28% | 0.38% | 0.50% | Q1 2021 | Q3 2021 | 3 |
PATRON PARTNERS, LLC | 2 | 1 | 0.27% | 0.33% | 0.38% | Q2 2021 | Q3 2023 | 3 |
FIRST AMERICAN TRUST, FSB | 3 | 3 | 0.07% | 0.12% | 0.15% | Q4 2020 | Q2 2021 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 1 | 0.15% | 0.21% | 0.30% | Q2 2021 | Q3 2023 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.05% | 2.61% | 4.50% | Q1 2021 | Q3 2021 | 3 |
JFS WEALTH ADVISORS, LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q3 2021 | 3 |
Advisor Resource Council | 3 | 3 | 0.03% | 0.06% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Hayden Royal, LLC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q3 2020 | Q1 2021 | 3 |
All Season Financial Advisors, Inc. | 2 | 1 | 2.67% | 3.58% | 4.50% | Q3 2021 | Q2 2022 | 3 |
Activest Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2021 | 3 |
BEAM WEALTH ADVISORS, INC. | 3 | 3 | 0.19% | 0.57% | 0.81% | Q1 2021 | Q3 2021 | 3 |
HUNTINGTON NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.04% | 0.10% | Q1 2021 | Q4 2021 | 3 |
Delta Investment Management, LLC | 3 | 3 | 0.38% | 0.46% | 0.55% | Q1 2021 | Q3 2021 | 3 |
Trinity Financial Advisors LLC | 3 | 3 | 4.41% | 4.53% | 4.75% | Q1 2021 | Q3 2021 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.15% | 0.18% | 0.23% | Q4 2021 | Q2 2022 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Essex LLC | 3 | 3 | 1.64% | 2.83% | 3.84% | Q3 2021 | Q1 2022 | 3 |
Atria Wealth Solutions, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
Principle Wealth Partners LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Gratus Capital, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Ameliora Wealth Management Ltd. | 2 | 2 | 22.92% | 23.15% | 23.38% | Q1 2022 | Q2 2022 | 2 |
Glovista Investments LLC | 2 | 2 | 0.50% | 0.54% | 0.58% | Q1 2021 | Q2 2021 | 2 |
Vertex Planning Partners, LLC | 2 | 2 | 0.08% | 0.15% | 0.23% | Q4 2022 | Q1 2023 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
OAK FAMILY ADVISORS, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2021 | Q3 2021 | 2 |
J Arnold Wealth Management Co | 2 | 2 | 0.04% | 0.08% | 0.12% | Q1 2021 | Q2 2021 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.16% | 0.32% | Q4 2021 | Q2 2022 | 2 |
LEVEL FOUR FINANCIAL, LLC | 2 | 2 | 0.77% | 0.80% | 0.83% | Q1 2021 | Q2 2021 | 2 |
Clearview Wealth Advisors LLC | 2 | 2 | 0.00% | 0.31% | 0.61% | Q4 2020 | Q1 2021 | 2 |
SMI Advisory Services, LLC | 1 | 1 | 2.81% | 4.59% | 6.36% | Q1 2021 | Q3 2023 | 2 |
MOULTON WEALTH MANAGEMENT, INC | 2 | 2 | 6.48% | 7.14% | 7.79% | Q1 2021 | Q2 2021 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.01% | 0.13% | 0.26% | Q1 2021 | Q2 2022 | 2 |
Adalta Capital Management LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2022 | Q2 2022 | 2 |
YHB Investment Advisors, Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Litman Gregory Wealth Management LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
One Charles Private Wealth Services, LLC | 2 | 2 | 4.82% | 6.07% | 7.32% | Q2 2020 | Q3 2020 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 2 |
Beacon Pointe Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Omnia Family Wealth, LLC | 2 | 2 | 6.29% | 6.63% | 6.97% | Q1 2021 | Q2 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q1 2022 | 2 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Worth Asset Management, LLC | 1 | 1 | 0.00% | 0.11% | 0.21% | Q2 2022 | Q1 2023 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Clayton Partners LLC | 2 | 2 | 0.73% | 0.78% | 0.84% | Q3 2021 | Q4 2021 | 2 |
Southland Equity Partners LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2021 | Q3 2021 | 2 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EMFO, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2021 | Q2 2021 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Socha Financial Group, LLC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q4 2021 | Q4 2021 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BADGLEY PHELPS & BELL INC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2021 | Q2 2021 | 1 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2021 | Q4 2021 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Pasadena Private Wealth, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q3 2023 | Q3 2023 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
SMITH SHELLNUT WILSON LLC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Newport Wealth Strategies, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2021 | Q3 2021 | 1 |
Mayfair Advisory Group, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2021 | Q1 2021 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
MBA Advisors LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2021 | Q1 2021 | 1 |
Hedges Asset Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisor Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
SPROTT INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q1 2021 | Q1 2021 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 2.35% | 2.35% | 2.35% | Q4 2021 | Q4 2021 | 1 |
Private Ocean, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 7.61% | 7.61% | 7.61% | Q1 2021 | Q1 2021 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.35% | 2.35% | 2.35% | Q4 2021 | Q4 2021 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2021 | Q1 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2021 | Q1 2021 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 3.82% | 3.82% | 3.82% | Q1 2021 | Q1 2021 | 1 |
CALDWELL SUTTER CAPITAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Grant/GrossMendelsohn, LLC | 1 | 1 | 5.17% | 5.17% | 5.17% | Q1 2021 | Q1 2021 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Truepoint, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own KRANESHARES TR or have owned KRANESHARES TR in the past.