Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 84 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 74 |
Cutler Group LLC / CA | 20 | 8 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 67 |
BARCLAYS PLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 62 |
JANE STREET GROUP, LLC | 12 | 2 | 0.00% | 0.03% | 0.22% | Q2 2016 | Q3 2023 | 44 |
Walleye Trading LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 43 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 40 |
UBS Group AG | 30 | 30 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q3 2023 | 39 |
Lowe Wealth Advisors, LLC | 31 | 31 | 0.01% | 1.30% | 4.70% | Q2 2016 | Q4 2023 | 31 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 30 | 30 | 0.29% | 0.63% | 1.00% | Q2 2016 | Q3 2023 | 30 |
ROYAL BANK OF CANADA | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Geneos Wealth Management Inc. | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.03% | 0.56% | 1.15% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Mirae Asset Global Investments Co., Ltd. | 30 | 30 | 0.00% | 0.04% | 0.27% | Q2 2016 | Q3 2023 | 30 |
BROWN BROTHERS HARRIMAN & CO | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
LPL Financial LLC | 30 | 30 | 0.00% | 0.09% | 0.52% | Q2 2016 | Q3 2023 | 30 |
Lesa Sroufe & Co | 24 | 5 | 1.14% | 2.89% | 4.97% | Q2 2016 | Q3 2023 | 29 |
CWM, LLC | 21 | 8 | 0.00% | 0.19% | 0.82% | Q2 2016 | Q3 2023 | 29 |
Private Advisor Group, LLC | 28 | 1 | 0.00% | 0.04% | 0.26% | Q2 2016 | Q3 2023 | 29 |
BANK OF MONTREAL /CAN/ | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 28 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 28 | 28 | 0.02% | 0.08% | 0.31% | Q4 2016 | Q3 2023 | 28 |
US BANCORP \DE\ | 20 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 27 |
Ancora Advisors LLC | 17 | 10 | 0.00% | 0.03% | 0.17% | Q2 2016 | Q3 2023 | 27 |
Intellectus Partners, LLC | 19 | 7 | 0.04% | 0.50% | 4.91% | Q1 2017 | Q3 2023 | 26 |
United Asset Strategies, Inc. | 15 | 4 | 0.05% | 0.44% | 2.83% | Q3 2016 | Q3 2023 | 26 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.08% | 0.32% | Q2 2016 | Q3 2023 | 26 |
BLAIR WILLIAM & CO/IL | 23 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 25 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 25 |
CENTRAL TRUST Co | 20 | 5 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q3 2023 | 25 |
JPMORGAN CHASE & CO | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 25 |
Dynamic Advisor Solutions LLC | 21 | 1 | 0.02% | 1.63% | 6.87% | Q2 2016 | Q3 2023 | 25 |
GOLDMAN SACHS GROUP INC | 22 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
TWO SIGMA SECURITIES, LLC | 14 | 1 | 0.00% | 0.07% | 0.45% | Q2 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Hudock, Inc. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2022 | 24 |
WELLS FARGO & COMPANY/MN | 22 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 24 |
Advisory Services Network, LLC | 9 | 1 | 0.00% | 0.11% | 0.61% | Q2 2016 | Q3 2023 | 24 |
TELEMUS CAPITAL, LLC | 24 | 24 | 0.32% | 1.09% | 3.65% | Q4 2017 | Q3 2023 | 24 |
Cetera Advisors LLC | 14 | 9 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 23 |
Kingsview Wealth Management, LLC | 14 | 5 | 0.00% | 0.15% | 1.70% | Q1 2018 | Q3 2023 | 23 |
DEUTSCHE BANK AG\ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Gradient Investments LLC | 20 | 1 | 0.00% | 0.02% | 0.10% | Q2 2016 | Q3 2023 | 23 |
Oxbow Advisors, LLC | 19 | 2 | 0.02% | 1.01% | 5.53% | Q2 2016 | Q3 2023 | 23 |
Highlander Capital Management, LLC | 19 | 4 | 0.02% | 0.05% | 0.12% | Q2 2016 | Q3 2022 | 23 |
BANK OF AMERICA CORP /DE/ | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q1 2023 | 21 |
ROBINSON CAPITAL MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.07% | 0.17% | Q2 2016 | Q2 2021 | 21 |
Bank of New York Mellon Corp | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Capital Wealth Planning, LLC | 12 | 4 | 0.03% | 0.18% | 0.82% | Q2 2016 | Q3 2023 | 21 |
Sicart Associates LLC | 21 | 21 | 0.06% | 0.92% | 2.58% | Q2 2017 | Q2 2022 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 2 | 0.00% | 0.07% | 0.68% | Q2 2016 | Q2 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q3 2023 | 21 |
JUNCTURE WEALTH STRATEGIES, LLC | 20 | 1 | 0.09% | 1.25% | 2.35% | Q2 2016 | Q3 2021 | 21 |
Jefferies Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2021 | 20 |
Van Hulzen Asset Management, LLC | 10 | 1 | 0.03% | 0.11% | 1.10% | Q3 2017 | Q3 2023 | 20 |
Belpointe Asset Management LLC | 13 | 1 | 0.06% | 0.43% | 1.40% | Q3 2017 | Q1 2023 | 20 |
WHITTIER TRUST CO OF NEVADA INC | 12 | 8 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 20 |
DRW Securities, LLC | 11 | 1 | 0.02% | 0.20% | 0.81% | Q3 2016 | Q3 2023 | 20 |
COLONY GROUP LLC | 10 | 3 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 20 |
First Heartland Consultants, Inc. | 7 | 1 | 0.13% | 0.74% | 3.25% | Q2 2016 | Q3 2023 | 19 |
PNC FINANCIAL SERVICES GROUP, INC. | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 19 |
OPPENHEIMER & CO INC | 15 | 1 | 0.01% | 0.08% | 0.29% | Q2 2016 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 7 | 1 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 19 |
CIBC WORLD MARKET INC. | 10 | 9 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 19 |
V Wealth Advisors LLC | 10 | 1 | 0.07% | 0.25% | 0.44% | Q2 2016 | Q3 2021 | 19 |
Baird Financial Group, Inc. | 10 | 1 | 0.00% | 0.13% | 0.71% | Q2 2016 | Q2 2023 | 19 |
HighTower Advisors, LLC | 16 | 1 | 0.00% | 0.04% | 0.15% | Q1 2017 | Q3 2023 | 19 |
RAYMOND JAMES & ASSOCIATES | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 19 |
IFP Advisors, Inc | 13 | 2 | 0.00% | 0.05% | 0.20% | Q1 2016 | Q4 2022 | 19 |
Parallel Advisors, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
OARSMAN CAPITAL, INC. | 18 | 18 | 0.06% | 0.81% | 4.18% | Q4 2018 | Q1 2023 | 18 |
Stratos Wealth Partners, LTD. | 8 | 1 | 0.00% | 0.03% | 0.13% | Q4 2017 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
Bizma Investimentos Ltda | 14 | 4 | 3.44% | 7.95% | 16.74% | Q1 2019 | Q3 2023 | 18 |
STABLEFORD CAPITAL II LLC | 10 | 1 | 0.09% | 5.13% | 27.94% | Q2 2018 | Q3 2023 | 18 |
Security National Bank | 16 | 1 | 0.04% | 0.15% | 0.72% | Q1 2019 | Q2 2023 | 17 |
Financial Management Professionals, Inc. | 11 | 1 | 0.00% | 1.19% | 12.92% | Q2 2016 | Q3 2023 | 17 |
GLENMEDE TRUST CO NA | 9 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 17 |
InterOcean Capital, LLC | 17 | 17 | 0.33% | 0.59% | 1.11% | Q2 2016 | Q2 2020 | 17 |
Kovack Advisors, Inc. | 9 | 1 | 0.04% | 0.25% | 0.82% | Q3 2016 | Q3 2023 | 17 |
Mirador Capital Partners LP | 16 | 1 | 0.94% | 3.88% | 8.38% | Q1 2019 | Q3 2023 | 17 |
BRINKER CAPITAL INC | 17 | 17 | 0.02% | 0.11% | 0.30% | Q2 2016 | Q2 2020 | 17 |
FIRST NATIONAL CORP /MA/ /ADV | 12 | 1 | 0.08% | 0.78% | 3.03% | Q1 2019 | Q3 2023 | 17 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.02% | 0.52% | 2.72% | Q2 2016 | Q1 2020 | 16 |
Cornerstone Wealth Management, LLC | 14 | 1 | 0.01% | 0.06% | 0.11% | Q3 2018 | Q1 2023 | 16 |
FIRST MANHATTAN CO. LLC. | 12 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 16 |
HAP Trading, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 16 |
MENLO ADVISORS LLC | 16 | 16 | 1.29% | 3.05% | 4.15% | Q2 2016 | Q1 2020 | 16 |
Partnervest Advisory Services LLC | 10 | 5 | 0.12% | 0.23% | 0.44% | Q2 2016 | Q3 2020 | 15 |
NewEdge Advisors, LLC | 14 | 1 | 0.00% | 0.06% | 0.30% | Q2 2017 | Q3 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2021 | 15 |
HSBC HOLDINGS PLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Annex Advisory Services, LLC | 12 | 1 | 0.01% | 1.68% | 8.82% | Q3 2017 | Q4 2021 | 15 |
SeaCrest Wealth Management, LLC | 5 | 1 | 0.03% | 0.12% | 0.21% | Q1 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.03% | 0.11% | Q2 2016 | Q4 2019 | 15 |
Solstein Capital, LLC | 11 | 3 | 0.73% | 2.68% | 5.89% | Q1 2020 | Q3 2023 | 14 |
Ballew Advisors, Inc | 6 | 3 | 0.12% | 1.31% | 3.01% | Q4 2017 | Q4 2021 | 14 |
M&T BANK CORP | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q2 2023 | 14 |
KINGS POINT CAPITAL MANAGEMENT | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.04% | 0.22% | 0.71% | Q2 2016 | Q3 2019 | 14 |
Sepio Capital, LP | 11 | 3 | 0.01% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 14 |
Deane Retirement Strategies, Inc. | 5 | 1 | 0.00% | 4.07% | 8.38% | Q2 2016 | Q1 2023 | 14 |
Edge Wealth Management LLC | 10 | 4 | 0.00% | 0.08% | 0.22% | Q4 2016 | Q3 2022 | 14 |
CITIGROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 14 |
Advanced Asset Management Advisors Inc | 14 | 14 | 0.07% | 0.12% | 0.16% | Q2 2020 | Q3 2023 | 14 |
SeaBridge Investment Advisors LLC | 12 | 1 | 0.01% | 0.07% | 0.17% | Q1 2017 | Q3 2022 | 14 |
Advisor Group, Inc. | 8 | 5 | 0.00% | 0.01% | 0.08% | Q2 2016 | Q4 2019 | 13 |
Hilton Capital Management, LLC | 7 | 1 | 0.00% | 0.28% | 1.05% | Q3 2016 | Q3 2023 | 13 |
TRUE Private Wealth Advisors | 10 | 3 | 0.04% | 0.63% | 3.91% | Q2 2020 | Q3 2023 | 13 |
STERLING INVESTMENT MANAGEMENT, LLC | 9 | 4 | 0.59% | 3.23% | 7.08% | Q1 2020 | Q2 2023 | 13 |
BNP PARIBAS FINANCIAL MARKETS | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 13 |
Anchor Investment Management, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2019 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.01% | 0.07% | 0.17% | Q3 2016 | Q3 2019 | 13 |
NORTHERN TRUST CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 13 |
Creative Planning | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.02% | 0.08% | 0.16% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.06% | 0.39% | 0.64% | Q4 2020 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 12 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.01% | 0.12% | 0.47% | Q2 2016 | Q3 2023 | 12 |
ALTERNA WEALTH MANAGEMENT, INC | 5 | 3 | 0.17% | 0.32% | 0.64% | Q1 2019 | Q4 2022 | 12 |
IMC-Chicago, LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 12 |
Sowell Financial Services LLC | 9 | 1 | 0.00% | 0.04% | 0.30% | Q3 2019 | Q3 2023 | 12 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.12% | 0.47% | Q3 2016 | Q3 2023 | 12 |
Cetera Advisor Networks LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2020 | 12 |
Steinberg Global Asset Management | 12 | 12 | 0.04% | 1.37% | 3.23% | Q2 2016 | Q1 2019 | 12 |
American Portfolios Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 12 |
Verity Asset Management, Inc. | 3 | 1 | 0.42% | 1.30% | 2.00% | Q2 2016 | Q3 2023 | 12 |
Neuberger Berman Group LLC | 6 | 1 | 0.00% | 0.05% | 0.26% | Q4 2016 | Q2 2023 | 12 |
LEUTHOLD GROUP, LLC | 11 | 1 | 0.52% | 1.56% | 2.45% | Q2 2016 | Q1 2020 | 12 |
Claraphi Advisory Network, LLC | 12 | 12 | 0.06% | 0.43% | 1.96% | Q1 2020 | Q4 2022 | 12 |
Lionsbridge Wealth Management LLC | 4 | 1 | 0.18% | 4.08% | 15.86% | Q4 2019 | Q3 2023 | 12 |
Hilltop Holdings Inc. | 7 | 5 | 0.03% | 0.24% | 0.52% | Q3 2020 | Q3 2023 | 12 |
Spectrum Planning & Advisory Services Inc. | 12 | 12 | 2.79% | 4.27% | 6.20% | Q4 2020 | Q3 2023 | 12 |
BerganKDV Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Rothschild Capital Partners, LLC | 6 | 2 | 0.82% | 3.03% | 6.73% | Q1 2020 | Q2 2023 | 11 |
STANSBERRY ASSET MANAGEMENT, LLC | 11 | 11 | 0.40% | 0.58% | 0.92% | Q4 2017 | Q2 2020 | 11 |
CEDAR HILL ASSOCIATES, LLC | 11 | 11 | 0.22% | 1.53% | 3.31% | Q2 2016 | Q4 2018 | 11 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q1 2022 | 11 |
Virtue Capital Management, LLC | 11 | 11 | 0.05% | 0.18% | 0.35% | Q1 2021 | Q3 2023 | 11 |
Parkside Investments, LLC | 6 | 2 | 0.05% | 0.72% | 2.11% | Q1 2017 | Q2 2022 | 11 |
AE Wealth Management LLC | 7 | 1 | 0.01% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 11 |
Arkadios Wealth Advisors | 7 | 4 | 0.00% | 0.19% | 1.73% | Q1 2020 | Q3 2023 | 11 |
Berkeley Capital Partners, LLC | 9 | 2 | 0.13% | 2.62% | 5.57% | Q3 2019 | Q3 2022 | 11 |
SIGNATUREFD, LLC | 10 | 1 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q2 2022 | 11 |
Compagnie Lombard Odier SCmA | 7 | 1 | 0.00% | 0.08% | 0.23% | Q2 2016 | Q2 2021 | 11 |
Burleson & Company, LLC | 6 | 1 | 0.00% | 0.29% | 0.99% | Q1 2018 | Q1 2022 | 11 |
Visionary Wealth Advisors | 5 | 3 | 0.02% | 0.07% | 0.13% | Q1 2020 | Q3 2023 | 11 |
LaFleur & Godfrey LLC | 7 | 4 | 0.05% | 0.22% | 0.54% | Q4 2016 | Q4 2021 | 11 |
North Star Investment Management Corp. | 10 | 1 | 0.01% | 0.06% | 0.16% | Q1 2018 | Q2 2022 | 11 |
Financial Advocates Investment Management | 5 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2022 | 11 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 11 |
HCR Wealth Advisors | 5 | 3 | 0.09% | 2.42% | 7.89% | Q4 2018 | Q2 2023 | 11 |
FIFTH THIRD BANCORP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2023 | 10 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 10 |
Pinnacle Family Advisors, LLC | 5 | 1 | 0.88% | 2.63% | 4.71% | Q1 2017 | Q2 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.01% | 0.12% | 0.39% | Q2 2010 | Q3 2023 | 10 |
Brinker Capital Investments, LLC | 5 | 2 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2022 | 10 |
DOLIVER ADVISORS, LP | 10 | 10 | 0.14% | 1.47% | 2.49% | Q1 2021 | Q2 2023 | 10 |
Vigilare Wealth Management | 4 | 2 | 0.12% | 1.64% | 3.58% | Q2 2020 | Q4 2023 | 10 |
DFPG INVESTMENTS, LLC | 6 | 4 | 0.04% | 0.56% | 1.24% | Q4 2018 | Q3 2023 | 10 |
Integrated Advisors Network LLC | 8 | 2 | 0.02% | 0.67% | 4.07% | Q3 2020 | Q3 2023 | 10 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 1 | 0.02% | 0.30% | 1.39% | Q2 2016 | Q1 2022 | 10 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.50% | 2.17% | Q2 2016 | Q4 2019 | 10 |
ISLAY CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.05% | 0.07% | 0.11% | Q4 2019 | Q2 2022 | 9 |
Newbridge Financial Services Group, Inc. | 7 | 2 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q4 2022 | 9 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q1 2023 | 9 |
PVG ASSET MANAGEMENT CORP | 3 | 1 | 0.25% | 5.25% | 18.90% | Q4 2018 | Q3 2023 | 9 |
Tuttle Capital Management, LLC | 8 | 1 | 0.41% | 1.98% | 7.25% | Q4 2016 | Q1 2019 | 9 |
New Harbor Financial Group, LLC | 7 | 2 | 0.42% | 2.29% | 7.50% | Q2 2016 | Q2 2023 | 9 |
Cerity Partners LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2022 | 9 |
Peak Asset Management, LLC | 5 | 4 | 0.08% | 0.13% | 0.23% | Q1 2017 | Q4 2019 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.04% | 0.08% | 0.22% | Q4 2019 | Q3 2023 | 9 |
Joseph P. Lucia & Associates, LLC | 5 | 4 | 0.08% | 0.44% | 0.79% | Q2 2019 | Q3 2021 | 9 |
EVOKE WEALTH, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 9 |
Teamwork Financial Advisors, LLC | 5 | 1 | 0.05% | 0.17% | 0.55% | Q1 2020 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 9 |
Jacobi Capital Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
FIRST TRUST ADVISORS LP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 9 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.01% | 0.11% | Q2 2016 | Q2 2021 | 9 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 9 |
Harvest Investment Services, LLC | 8 | 8 | 0.37% | 1.70% | 2.86% | Q4 2021 | Q3 2023 | 8 |
EASTERLY INVESTMENT PARTNERS LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Bollard Group LLC | 8 | 8 | 0.07% | 0.41% | 0.65% | Q2 2016 | Q1 2018 | 8 |
Windsor Wealth Management, Inc. | 8 | 8 | 0.06% | 0.09% | 0.14% | Q2 2020 | Q1 2022 | 8 |
Aveo Capital Partners, LLC | 6 | 1 | 0.02% | 0.07% | 0.14% | Q1 2017 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ALTFEST L J & CO INC | 8 | 8 | 0.03% | 0.90% | 4.79% | Q4 2020 | Q3 2022 | 8 |
Brookstone Capital Management | 3 | 1 | 0.00% | 0.07% | 0.21% | Q3 2019 | Q3 2023 | 8 |
Essex Financial Services, Inc. | 6 | 2 | 0.05% | 0.08% | 0.16% | Q3 2016 | Q3 2018 | 8 |
Argent Trust Co | 4 | 1 | 0.04% | 0.21% | 0.29% | Q2 2016 | Q2 2020 | 8 |
BROWN ADVISORY INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.24% | 0.52% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Maltin Wealth Management, Inc. | 8 | 8 | 0.30% | 0.87% | 2.51% | Q4 2019 | Q3 2021 | 8 |
INSIGHT 2811, INC. | 8 | 8 | 0.08% | 0.15% | 0.25% | Q3 2021 | Q2 2023 | 8 |
NKCFO LLC | 4 | 1 | 0.70% | 1.76% | 5.15% | Q4 2018 | Q2 2022 | 8 |
Aptus Capital Advisors, LLC | 6 | 2 | 0.00% | 0.03% | 0.25% | Q3 2020 | Q3 2022 | 8 |
Mayflower Financial Advisors, LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Mutual Advisors, LLC | 5 | 1 | 0.03% | 0.20% | 0.56% | Q4 2018 | Q1 2023 | 8 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 4 | 1 | 0.02% | 0.09% | 0.22% | Q3 2017 | Q3 2022 | 8 |
SEI INVESTMENTS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
GREENHAVEN ASSOCIATES INC | 8 | 8 | 0.20% | 0.26% | 0.35% | Q1 2021 | Q4 2022 | 8 |
CIBC Private Wealth Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 8 |
Miracle Mile Advisors, LLC | 7 | 7 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q4 2021 | 7 |
VISTA FINANCE, LLC | 7 | 7 | 7.76% | 8.64% | 9.52% | Q1 2022 | Q3 2023 | 7 |
Hamilton Wealth, LLC | 3 | 1 | 0.08% | 1.86% | 5.29% | Q4 2018 | Q1 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Western Pacific Wealth Management, LP | 7 | 7 | 0.08% | 0.42% | 1.36% | Q1 2022 | Q3 2023 | 7 |
SECURITY NATIONAL TRUST CO | 7 | 7 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2021 | 7 |
Rockefeller Capital Management L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2020 | 7 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 6 | 1 | 0.12% | 0.43% | 0.88% | Q4 2020 | Q2 2023 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Cresset Asset Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 7 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2017 | 7 |
Aurora Private Wealth, Inc. | 4 | 3 | 0.09% | 0.28% | 0.57% | Q1 2020 | Q4 2022 | 7 |
Integrated Wealth Concepts LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2023 | 7 |
Cedar Brook Financial Partners, LLC | 6 | 1 | 0.05% | 0.16% | 0.26% | Q4 2018 | Q3 2023 | 7 |
Next Capital Management LLC | 7 | 7 | 0.21% | 2.43% | 6.66% | Q1 2020 | Q3 2021 | 7 |
B. Riley Wealth Advisors, Inc. | 6 | 1 | 0.01% | 0.56% | 0.93% | Q2 2016 | Q3 2023 | 7 |
Caprock Group, LLC | 7 | 7 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2021 | 7 |
Robinson Value Management, Ltd. | 3 | 1 | 0.24% | 4.35% | 6.50% | Q2 2017 | Q3 2023 | 7 |
Financial Gravity Asset Management, Inc. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 7 |
Wakefield Asset Management LLLP | 2 | 1 | 0.00% | 1.57% | 3.76% | Q1 2019 | Q1 2023 | 7 |
GAMCO INVESTORS, INC. ET AL | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2020 | 7 |
Lindbrook Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Claybrook Capital, LLC | 5 | 2 | 0.18% | 0.70% | 1.04% | Q1 2020 | Q2 2022 | 7 |
Investors Financial Group, LLC | 7 | 7 | 0.12% | 0.20% | 0.36% | Q4 2019 | Q2 2021 | 7 |
Realta Investment Advisors | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 1 | 0.01% | 0.07% | 0.22% | Q4 2018 | Q2 2022 | 7 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 7 |
Archer Investment Corp | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
MGO ONE SEVEN LLC | 6 | 1 | 0.01% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Financial Enhancement Group LLC | 2 | 2 | 0.00% | 0.15% | 0.36% | Q1 2019 | Q3 2021 | 6 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.07% | 0.12% | Q4 2016 | Q4 2022 | 6 |
Kaydan Wealth Management, Inc. | 6 | 6 | 8.19% | 17.68% | 26.41% | Q2 2022 | Q3 2023 | 6 |
CPR Investments Inc. | 6 | 6 | 8.48% | 13.45% | 16.38% | Q2 2022 | Q3 2023 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.10% | 0.17% | 0.24% | Q2 2022 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 2 | 0.00% | 1.08% | 4.61% | Q1 2020 | Q3 2023 | 6 |
Carroll Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Vontobel Holding Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 5 | 1 | 0.06% | 0.64% | 3.38% | Q1 2022 | Q3 2023 | 6 |
Arete Wealth Advisors, LLC | 2 | 1 | 0.20% | 0.77% | 1.72% | Q4 2016 | Q3 2023 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 6 | 6 | 0.24% | 0.37% | 0.60% | Q4 2017 | Q1 2019 | 6 |
Summit Financial Wealth Advisors, LLC | 3 | 1 | 0.04% | 0.08% | 0.12% | Q3 2016 | Q3 2022 | 6 |
Western Wealth Management, LLC | 6 | 6 | 0.08% | 0.23% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Select Asset Management & Trust | 6 | 6 | 0.22% | 1.15% | 3.16% | Q1 2022 | Q2 2023 | 6 |
Allworth Financial LP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 6 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 6 | 6 | 0.11% | 0.30% | 0.49% | Q4 2019 | Q1 2021 | 6 |
COMERICA BANK | 4 | 1 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 6 |
Centric Wealth Management | 2 | 1 | 0.00% | 0.32% | 1.45% | Q1 2019 | Q4 2020 | 6 |
Barrington Strategic Wealth Management Group LLC | 6 | 6 | 2.91% | 3.27% | 3.97% | Q2 2016 | Q3 2017 | 6 |
Strategic Advisors LLC | 6 | 6 | 0.08% | 0.14% | 0.20% | Q3 2019 | Q4 2020 | 6 |
EMFO, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2018 | 6 |
K.J. Harrison & Partners Inc | 4 | 2 | 0.09% | 0.19% | 0.42% | Q3 2020 | Q1 2022 | 6 |
HUNTINGTON NATIONAL BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Spectrum Asset Management, Inc. (NB/CA) | 6 | 6 | 2.86% | 5.62% | 8.63% | Q1 2022 | Q2 2023 | 6 |
Beacon Pointe Advisors, LLC | 5 | 1 | 0.02% | 0.05% | 0.11% | Q1 2022 | Q3 2023 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 6 |
Orion Portfolio Solutions, LLC | 6 | 6 | 0.00% | 0.05% | 0.10% | Q2 2022 | Q3 2023 | 6 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q4 2016 | Q1 2018 | 6 |
Financial Sense Advisors, Inc. | 2 | 1 | 0.09% | 0.33% | 0.74% | Q1 2019 | Q1 2023 | 6 |
MBA Advisors LLC | 6 | 6 | 0.11% | 0.37% | 0.62% | Q2 2022 | Q3 2023 | 6 |
Compass Financial Group, Inc. | 5 | 1 | 3.35% | 4.04% | 4.85% | Q2 2020 | Q3 2023 | 6 |
MKD WEALTH COACHES, LLC | 6 | 6 | 0.51% | 2.54% | 5.53% | Q4 2018 | Q1 2020 | 6 |
AdvisorNet Financial, Inc | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 6 |
NORTHERN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.15% | 0.37% | 0.69% | Q3 2016 | Q4 2017 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
DAVENPORT & Co LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 6 |
BREWIN DOLPHIN LTD | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2020 | 6 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 5 | 1 | 3.37% | 3.78% | 4.09% | Q1 2022 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
WINTRUST INVESTMENTS LLC | 2 | 1 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q1 2021 | 6 |
SEGALL BRYANT & HAMILL, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Capital Directions Investment Advisors, LLC | 5 | 1 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q1 2019 | 6 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 5 |
Clear Creek Financial Management, LLC | 5 | 5 | 0.54% | 0.73% | 0.98% | Q3 2022 | Q3 2023 | 5 |
Aevitas Wealth Management, Inc. | 5 | 5 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q1 2019 | 5 |
CVA Family Office, LLC | 4 | 1 | 0.09% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 5 |
Addison Capital Co | 4 | 1 | 0.30% | 0.64% | 1.03% | Q3 2018 | Q4 2019 | 5 |
Dougherty Wealth Advisers LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
WEALTHSOURCE PARTNERS, LLC | 3 | 1 | 0.01% | 0.48% | 1.49% | Q1 2018 | Q3 2023 | 5 |
Peak Capital Management LLC | 4 | 1 | 0.96% | 5.27% | 8.20% | Q1 2018 | Q1 2020 | 5 |
HighMark Wealth Management LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Atria Investments, Inc | 2 | 1 | 0.02% | 0.05% | 0.09% | Q2 2016 | Q4 2018 | 5 |
Waldron Private Wealth LLC | 3 | 1 | 0.05% | 0.06% | 0.08% | Q3 2016 | Q1 2018 | 5 |
DUNCKER STREETT & CO INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Meridian Wealth Partners, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Axiom Investment Management LLC | 4 | 1 | 0.61% | 2.55% | 3.64% | Q3 2021 | Q4 2022 | 5 |
EdgeRock Capital LLC | 5 | 5 | 0.08% | 0.14% | 0.17% | Q2 2022 | Q2 2023 | 5 |
Sigma Planning Corp | 2 | 1 | 0.14% | 0.18% | 0.23% | Q1 2017 | Q1 2019 | 5 |
Confluence Wealth Management LLC | 5 | 5 | 0.10% | 0.14% | 0.20% | Q4 2016 | Q4 2017 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2017 | 5 |
WealthShield Partners, LLC | 4 | 1 | 0.01% | 0.42% | 0.78% | Q1 2020 | Q2 2021 | 5 |
Bedell Frazier Investment Counselling, LLC | 5 | 5 | 8.02% | 8.56% | 9.15% | Q4 2018 | Q4 2019 | 5 |
TAP Consulting, LLC | 5 | 5 | 0.80% | 1.14% | 1.77% | Q3 2022 | Q3 2023 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 2 | 0.05% | 0.41% | 0.74% | Q1 2020 | Q2 2021 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
TCG Advisory Services, LLC | 3 | 2 | 0.36% | 0.54% | 0.71% | Q1 2022 | Q2 2023 | 5 |
WOLFF WIESE MAGANA LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 5 |
Foundations Investment Advisors, LLC | 4 | 1 | 0.15% | 0.44% | 1.28% | Q1 2019 | Q3 2023 | 5 |
Savior LLC | 5 | 5 | 0.03% | 0.89% | 2.18% | Q3 2022 | Q3 2023 | 5 |
Stack Financial Management, Inc | 4 | 1 | 11.96% | 15.70% | 19.34% | Q4 2018 | Q4 2022 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.01% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Wealth Quarterback LLC | 2 | 1 | 0.00% | 1.16% | 5.79% | Q4 2019 | Q2 2022 | 5 |
SRS Capital Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2020 | 5 |
GIRARD PARTNERS LTD. | 5 | 5 | 0.09% | 0.11% | 0.15% | Q2 2017 | Q2 2018 | 5 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 5 | 5 | 0.63% | 1.87% | 3.65% | Q4 2020 | Q4 2021 | 5 |
MANCHESTER FINANCIAL INC | 5 | 5 | 0.00% | 0.05% | 0.11% | Q1 2020 | Q1 2021 | 5 |
MYCIO WEALTH PARTNERS, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 5 |
St. Johns Investment Management Company, LLC | 4 | 1 | 0.01% | 0.10% | 0.26% | Q1 2020 | Q2 2023 | 5 |
STIFEL FINANCIAL CORP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2022 | 5 |
Perigon Wealth Management, LLC | 5 | 5 | 0.00% | 0.10% | 0.33% | Q1 2017 | Q1 2018 | 5 |
Coston, McIsaac & Partners | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Ocean Capital Management, LLC | 4 | 1 | 0.09% | 0.72% | 1.47% | Q3 2020 | Q4 2021 | 5 |
Seelaus Asset Management LLC | 5 | 5 | 0.18% | 0.30% | 0.45% | Q2 2020 | Q2 2021 | 5 |
FormulaFolio Investments, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2021 | 5 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 5 | 5 | 1.14% | 1.51% | 2.72% | Q1 2022 | Q1 2023 | 5 |
Portfolio Strategies Inc | 5 | 5 | 0.06% | 1.75% | 7.19% | Q4 2016 | Q4 2017 | 5 |
MURPHY CAPITAL MANAGEMENT INC | 3 | 2 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q2 2020 | 5 |
FNY Partners Fund LP | 4 | 4 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q3 2017 | 4 |
Freedom Investment Management, Inc. | 3 | 1 | 0.02% | 0.15% | 0.26% | Q4 2021 | Q3 2023 | 4 |
Leicht Financial Planning & Wealth Management, Inc. | 4 | 4 | 0.71% | 0.84% | 1.01% | Q4 2018 | Q3 2019 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 4 |
SCHOLTZ & COMPANY, LLC | 4 | 4 | 2.48% | 3.54% | 5.52% | Q4 2022 | Q3 2023 | 4 |
FOCUS Wealth Advisors, LLC | 4 | 4 | 2.26% | 2.73% | 3.20% | Q3 2022 | Q2 2023 | 4 |
Grant/GrossMendelsohn, LLC | 4 | 4 | 0.10% | 0.15% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Asset Management One Co., Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 4 |
NATIXIS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Beck Bode, LLC | 4 | 4 | 0.05% | 0.25% | 0.62% | Q1 2022 | Q4 2022 | 4 |
CENTRAL BANK & TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
QCM Cayman, Ltd. | 2 | 2 | 0.20% | 1.33% | 2.98% | Q3 2020 | Q3 2021 | 4 |
RIA Advisory Group LLC | 4 | 4 | 0.26% | 6.55% | 15.62% | Q4 2022 | Q3 2023 | 4 |
BREITER CAPITAL MANAGEMENT INC | 3 | 1 | 0.28% | 0.46% | 0.64% | Q4 2018 | Q3 2020 | 4 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 4 | 4 | 0.07% | 0.13% | 0.19% | Q4 2022 | Q3 2023 | 4 |
ROTHSCHILD INVESTMENT LLC /IL | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q2 2021 | 4 |
Titus Wealth Management | 3 | 1 | 0.26% | 0.46% | 0.58% | Q1 2020 | Q2 2022 | 4 |
Smithfield Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
WealthBridge Capital Management, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q2 2022 | Q1 2023 | 4 |
Latitude Advisors, LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q4 2020 | Q3 2022 | 4 |
BALTIMORE CAPITAL MANAGEMENT, INC | 4 | 4 | 1.12% | 1.51% | 1.71% | Q1 2017 | Q4 2017 | 4 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2020 | 4 |
NEW YORK STATE COMMON RETIREMENT FUND | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Vivaldi Capital Management LP | 3 | 1 | 0.06% | 0.09% | 0.11% | Q2 2019 | Q1 2023 | 4 |
Silverleafe Capital Partners, LLC | 4 | 4 | 1.56% | 3.78% | 5.13% | Q3 2022 | Q2 2023 | 4 |
People's United Financial, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Transform Wealth, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q2 2023 | 4 |
NATIONAL BANK OF CANADA /FI/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Wealth Advisory Solutions, LLC | 4 | 4 | 0.07% | 0.12% | 0.14% | Q1 2020 | Q4 2020 | 4 |
Belmont Capital, LLC | 4 | 4 | 0.11% | 0.16% | 0.20% | Q1 2022 | Q4 2022 | 4 |
Laidlaw Wealth Management LLC | 4 | 4 | 0.08% | 0.30% | 0.44% | Q3 2022 | Q2 2023 | 4 |
STEPHENS INC /AR/ | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 4 |
Virtu KCG Holdings LLC | 3 | 1 | 0.03% | 0.16% | 0.52% | Q2 2016 | Q2 2017 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 4 |
WADDELL & ASSOCIATES, LLC | 3 | 1 | 0.04% | 0.14% | 0.39% | Q1 2020 | Q3 2022 | 4 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Worth Asset Management, LLC | 2 | 2 | 0.00% | 0.17% | 0.59% | Q1 2022 | Q2 2023 | 4 |
FURE FINANCIAL CORP | 3 | 1 | 0.60% | 14.09% | 24.77% | Q2 2020 | Q3 2022 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 1 | 0.03% | 0.10% | 0.21% | Q1 2019 | Q2 2022 | 4 |
Gordian Capital Singapore Pte Ltd | 4 | 4 | 0.76% | 1.09% | 1.52% | Q4 2022 | Q3 2023 | 4 |
Almanack Investment Partners, LLC. | 4 | 4 | 0.04% | 0.11% | 0.16% | Q1 2019 | Q4 2019 | 4 |
AUGUSTINE ASSET MANAGEMENT INC | 4 | 4 | 0.18% | 0.32% | 0.45% | Q1 2022 | Q4 2022 | 4 |
Gunderson Capital Management Inc. | 1 | 1 | 4.02% | 10.48% | 21.98% | Q4 2018 | Q3 2022 | 4 |
Geo Capital Gestora de Recursos Ltd | 4 | 4 | 0.00% | 0.31% | 0.91% | Q3 2019 | Q2 2020 | 4 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 1 | 0.11% | 0.70% | 0.98% | Q1 2020 | Q2 2023 | 4 |
Kessler Investment Group, LLC | 2 | 2 | 0.88% | 5.53% | 11.44% | Q1 2017 | Q2 2021 | 4 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Covington Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BOKF, NA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 4 |
Truadvice, LLC | 4 | 4 | 0.66% | 3.87% | 8.71% | Q1 2022 | Q4 2022 | 4 |
PFG Investments, LLC | 3 | 3 | 0.06% | 0.09% | 0.13% | Q1 2023 | Q3 2023 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 3 |
BINGHAM OSBORN & SCARBOROUGH LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2020 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.04% | 0.36% | 0.54% | Q1 2023 | Q3 2023 | 3 |
Lanham O'Dell & Company, Inc. | 3 | 3 | 1.18% | 2.27% | 3.60% | Q2 2022 | Q4 2022 | 3 |
LifePro Asset Management | 3 | 3 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 3 | 0.29% | 0.31% | 0.34% | Q2 2016 | Q4 2016 | 3 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.02% | 0.09% | 0.13% | Q2 2016 | Q4 2022 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.09% | 0.12% | 0.14% | Q3 2022 | Q1 2023 | 3 |
Janney Montgomery Scott LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2020 | 3 |
WNY Asset Management, LLC | 3 | 3 | 0.12% | 0.16% | 0.22% | Q2 2022 | Q4 2022 | 3 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.05% | 5.46% | 16.27% | Q1 2020 | Q2 2022 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
MISSION WEALTH MANAGEMENT, LP | 3 | 3 | 0.07% | 0.09% | 0.11% | Q1 2017 | Q3 2017 | 3 |
SYMONS CAPITAL MANAGEMENT INC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q3 2020 | Q1 2021 | 3 |
KLCM Advisors, Inc. | 3 | 3 | 0.11% | 0.11% | 0.12% | Q4 2016 | Q2 2017 | 3 |
Orgel Wealth Management, LLC | 2 | 1 | 0.04% | 0.08% | 0.12% | Q3 2020 | Q3 2021 | 3 |
Clarity Financial LLC | 2 | 1 | 0.15% | 0.24% | 0.34% | Q4 2021 | Q2 2023 | 3 |
Landsberg, Bennett, & Dubbaneh LLC | 2 | 1 | 0.07% | 1.29% | 2.24% | Q4 2018 | Q4 2020 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.02% | 0.09% | 0.17% | Q1 2020 | Q3 2020 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q1 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.08% | 0.14% | Q4 2019 | Q2 2020 | 3 |
KING LUTHER CAPITAL MANAGEMENT CORP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.28% | 1.21% | 2.12% | Q4 2022 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
ORSER CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.36% | 0.69% | 1.26% | Q2 2020 | Q4 2020 | 3 |
MONTAG A & ASSOCIATES INC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 3 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.12% | 0.21% | 0.40% | Q2 2016 | Q3 2017 | 3 |
MONETARY MANAGEMENT GROUP INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 3 |
Azimuth Capital Management LLC | 2 | 1 | 0.04% | 0.07% | 0.12% | Q2 2016 | Q1 2020 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2020 | 3 |
Plante Moran Financial Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q4 2020 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Adalta Capital Management LLC | 1 | 1 | 0.10% | 0.16% | 0.25% | Q3 2021 | Q3 2023 | 3 |
Keel Point, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2020 | Q3 2020 | 3 |
Lee Financial Co | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
RAYMOND JAMES TRUST N.A. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 3 |
Keystone Financial Group | 3 | 3 | 0.13% | 0.29% | 0.44% | Q1 2020 | Q3 2020 | 3 |
New England Investment & Retirement Group, Inc. | 3 | 3 | 6.26% | 10.23% | 13.67% | Q1 2020 | Q3 2020 | 3 |
Prostatis Group LLC | 3 | 3 | 0.91% | 3.84% | 5.92% | Q4 2022 | Q2 2023 | 3 |
Sargent Bickham Lagudis LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 3 |
Forward Management, LLC | 3 | 3 | 0.03% | 11.76% | 25.44% | Q1 2022 | Q3 2022 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.04% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.04% | 0.21% | 0.33% | Q1 2022 | Q1 2023 | 3 |
Weil Company, Inc. | 3 | 3 | 0.59% | 0.90% | 1.10% | Q4 2022 | Q2 2023 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.50% | 1.07% | 1.98% | Q3 2021 | Q1 2022 | 3 |
RETIREMENT CAPITAL STRATEGIES | 3 | 3 | 0.30% | 8.21% | 19.10% | Q2 2022 | Q4 2022 | 3 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.05% | 0.10% | 0.13% | Q2 2019 | Q3 2023 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2022 | Q4 2022 | 3 |
Smart Portfolios, LLC | 1 | 1 | 0.28% | 2.50% | 6.26% | Q1 2018 | Q2 2023 | 3 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 3 |
CMC Financial Group | 3 | 3 | 1.08% | 13.06% | 34.55% | Q1 2022 | Q3 2022 | 3 |
SlateStone Wealth, LLC | 2 | 1 | 0.12% | 1.56% | 2.37% | Q3 2020 | Q4 2022 | 3 |
Bison Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Lattice Capital Management, LLC | 3 | 3 | 1.27% | 2.68% | 5.24% | Q3 2022 | Q1 2023 | 3 |
FIRST INTERSTATE BANK | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2019 | 3 |
CHESAPEAKE ASSET MANAGEMENT LLC | 2 | 1 | 0.72% | 1.15% | 1.41% | Q2 2016 | Q2 2017 | 3 |
Tatro Capital, LLC | 2 | 1 | 0.24% | 0.72% | 1.24% | Q2 2020 | Q3 2021 | 3 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2020 | 3 |
Lake Hills Wealth Management, LLC | 3 | 3 | 2.22% | 4.17% | 5.69% | Q4 2022 | Q2 2023 | 3 |
Sandy Spring Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
GOFEN & GLOSSBERG LLC /IL/ | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 1 | 0.01% | 0.11% | 0.18% | Q2 2022 | Q2 2023 | 3 |
Trek Financial, LLC | 1 | 1 | 0.02% | 0.27% | 0.49% | Q2 2022 | Q3 2023 | 3 |
Cutter & CO Brokerage, Inc. | 2 | 2 | 0.29% | 0.30% | 0.30% | Q2 2016 | Q3 2016 | 2 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.07% | 0.14% | Q4 2022 | Q3 2023 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.48% | 0.68% | 0.88% | Q3 2022 | Q4 2022 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 2 |
Barber Financial Group, Inc. | 1 | 1 | 0.05% | 0.15% | 0.25% | Q1 2018 | Q1 2019 | 2 |
ELCO Management Co., LLC | 1 | 1 | 0.22% | 0.29% | 0.36% | Q1 2022 | Q1 2023 | 2 |
Williams Jones Wealth Management, LLC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
JACKSON PARK CAPITAL, LLC | 2 | 2 | 2.06% | 2.37% | 2.67% | Q2 2016 | Q3 2016 | 2 |
JT Stratford LLC | 1 | 1 | 0.14% | 0.74% | 1.34% | Q1 2020 | Q2 2022 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Professional Financial Advisors, LLC | 1 | 1 | 0.66% | 3.19% | 5.72% | Q1 2020 | Q4 2022 | 2 |
DIMENSION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 1.16% | 2.23% | Q4 2016 | Q2 2020 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.34% | 0.43% | 0.52% | Q2 2022 | Q3 2022 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.17% | 0.22% | 0.27% | Q2 2021 | Q4 2021 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2018 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Financial Advisors Network, Inc. | 2 | 2 | 0.50% | 0.55% | 0.60% | Q2 2020 | Q3 2020 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
J2 Capital Management Inc | 1 | 1 | 0.53% | 0.54% | 0.55% | Q1 2022 | Q4 2022 | 2 |
Camelot Portfolios, LLC | 2 | 2 | 0.40% | 0.45% | 0.50% | Q4 2022 | Q1 2023 | 2 |
Hutchens & Kramer Investment Management Group, LLC | 2 | 2 | 0.15% | 0.33% | 0.50% | Q2 2022 | Q3 2022 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.13% | 0.26% | Q1 2023 | Q2 2023 | 2 |
Indie Asset Partners, LLC | 2 | 2 | 2.86% | 3.62% | 4.37% | Q2 2020 | Q3 2020 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Owen LaRue, LLC | 2 | 2 | 3.49% | 3.49% | 3.49% | Q4 2022 | Q1 2023 | 2 |
Crow Point Partners, LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q4 2018 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Parisi Gray Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Capasso Planning Partners LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
CABANA LLC | 2 | 2 | 1.29% | 1.38% | 1.46% | Q4 2018 | Q1 2019 | 2 |
HERON FINANCIAL GROUP, LLC | 2 | 2 | 0.26% | 0.42% | 0.58% | Q1 2020 | Q2 2020 | 2 |
REGENTATLANTIC CAPITAL LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
CETERA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.96% | 1.53% | 2.10% | Q2 2016 | Q2 2017 | 2 |
Silicon Hills Wealth Management, LLC | 2 | 2 | 0.65% | 0.93% | 1.21% | Q1 2020 | Q2 2020 | 2 |
Intrua Financial, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Krilogy Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2022 | 2 |
PRENTISS SMITH & CO INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q3 2019 | Q1 2020 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.57% | 0.64% | 0.70% | Q2 2020 | Q3 2020 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.32% | 0.32% | 0.33% | Q4 2017 | Q1 2018 | 2 |
STRATEGIC CAPITAL ADVISERS, INC. | 2 | 2 | 0.48% | 0.65% | 0.82% | Q1 2020 | Q2 2020 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 14.95% | 25.29% | 35.62% | Q2 2022 | Q3 2022 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.12% | 0.17% | 0.22% | Q3 2019 | Q1 2020 | 2 |
Prince Street Capital Management LLC | 2 | 2 | 8.06% | 8.60% | 9.13% | Q1 2022 | Q2 2022 | 2 |
EWG Elevate Inc. | 2 | 2 | 0.87% | 3.95% | 7.03% | Q3 2022 | Q4 2022 | 2 |
Pasadena Private Wealth, LLC | 1 | 1 | 1.57% | 3.08% | 4.60% | Q3 2020 | Q1 2021 | 2 |
FSA Wealth Management LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q2 2020 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.32% | 0.34% | 0.35% | Q1 2023 | Q2 2023 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q4 2022 | 2 |
Proficio Capital Partners LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q4 2020 | 2 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.14% | 0.21% | 0.27% | Q4 2022 | Q3 2023 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Menard Financial Group LLC | 2 | 2 | 1.36% | 1.54% | 1.71% | Q2 2022 | Q3 2022 | 2 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
OmniStar Financial Group, Inc. | 2 | 2 | 2.42% | 2.50% | 2.59% | Q3 2022 | Q4 2022 | 2 |
Clearview Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.52% | 0.68% | 0.84% | Q4 2022 | Q1 2023 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q4 2018 | 2 |
LAKE STREET PRIVATE WEALTH, LLC | 1 | 1 | 0.04% | 0.08% | 0.11% | Q2 2020 | Q4 2022 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 2 |
Copperwynd Financial, LLC | 2 | 2 | 0.32% | 0.42% | 0.52% | Q1 2022 | Q2 2022 | 2 |
IronBridge Private Wealth, LLC | 2 | 2 | 5.56% | 5.92% | 6.28% | Q3 2022 | Q4 2022 | 2 |
Blueprint Investment Partners LLC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q2 2023 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.32% | 0.37% | 0.42% | Q1 2017 | Q2 2017 | 2 |
NVWM, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.38% | 0.51% | 0.65% | Q3 2022 | Q4 2022 | 2 |
Clean Yield Group | 2 | 2 | 0.02% | 0.09% | 0.16% | Q2 2016 | Q3 2016 | 2 |
Glovista Investments LLC | 2 | 2 | 0.31% | 0.40% | 0.48% | Q1 2020 | Q2 2020 | 2 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2019 | 2 |
Cavalier Investments, LLC | 1 | 1 | 1.87% | 2.04% | 2.21% | Q1 2022 | Q1 2023 | 2 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.01% | 0.24% | 0.46% | Q1 2019 | Q1 2022 | 2 |
CHOREO, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BLUESTEIN R H & CO LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2019 | Q1 2020 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Jump Trading, LLC | 1 | 1 | 0.14% | 0.55% | 0.95% | Q3 2016 | Q2 2017 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Somerset Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Xcel Wealth Management, LLC | 2 | 2 | 0.25% | 0.47% | 0.69% | Q4 2022 | Q1 2023 | 2 |
Parallax Volatility Advisers, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
IBEX WEALTH ADVISORS | 2 | 2 | 1.22% | 1.35% | 1.49% | Q1 2019 | Q2 2019 | 2 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.16% | 0.53% | 0.90% | Q3 2017 | Q4 2018 | 2 |
NEIRG Wealth Management, LLC | 2 | 2 | 2.35% | 2.65% | 2.96% | Q3 2022 | Q4 2022 | 2 |
ACG Wealth | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q4 2016 | 2 |
Accuvest Global Advisors | 1 | 1 | 0.08% | 2.65% | 5.22% | Q2 2020 | Q3 2021 | 2 |
Weaver Consulting Group | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.06% | 0.12% | Q4 2018 | Q4 2022 | 2 |
Astoria Portfolio Advisors LLC. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q3 2022 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2017 | Q3 2017 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Greytown Advisors Inc. | 1 | 1 | 0.22% | 0.79% | 1.36% | Q4 2019 | Q4 2020 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 2.03% | 3.21% | 4.39% | Q3 2020 | Q2 2022 | 2 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q1 2018 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 2.06% | 2.07% | 2.09% | Q2 2019 | Q3 2019 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2016 | Q3 2016 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
PGIM Custom Harvest LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.14% | 7.07% | 13.99% | Q2 2017 | Q1 2018 | 2 |
USCA RIA LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2016 | Q3 2016 | 2 |
COMERICA SECURITIES INC | 2 | 2 | 0.18% | 0.20% | 0.21% | Q2 2016 | Q3 2016 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.04% | 0.21% | 0.39% | Q4 2018 | Q3 2022 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2019 | Q2 2019 | 1 |
Glassman Wealth Services | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2020 | Q1 2020 | 1 |
Vantis Investment Advisers L.P. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2019 | Q4 2019 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
UDINE WEALTH MANAGEMENT, INC. | 1 | 1 | 14.44% | 14.44% | 14.44% | Q4 2021 | Q4 2021 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 4.13% | 4.13% | 4.13% | Q3 2022 | Q3 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
L & S Advisors Inc | 1 | 1 | 11.80% | 11.80% | 11.80% | Q3 2022 | Q3 2022 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Truepoint, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 8.28% | 8.28% | 8.28% | Q3 2023 | Q3 2023 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2020 | Q4 2020 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SURIENCE PRIVATE WEALTH LLC | 1 | 1 | 22.10% | 22.10% | 22.10% | Q3 2022 | Q3 2022 | 1 |
Strategic Wealth Investment Group, LLC | 1 | 1 | 14.26% | 14.26% | 14.26% | Q1 2020 | Q1 2020 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ADE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2022 | Q3 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Buckingham Capital Management, Inc. | 1 | 1 | 4.94% | 4.94% | 4.94% | Q3 2020 | Q3 2020 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2016 | Q3 2016 | 1 |
Texas Yale Capital Corp. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q2 2022 | Q2 2022 | 1 |
Rain Capital Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2022 | Q4 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
PagnatoKarp Partners LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
GAM Holding AG | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q4 2022 | Q4 2022 | 1 |
Sloane Robinson LLP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2016 | Q2 2016 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
Capstone Financial Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Alterity Financial Group, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2022 | Q2 2022 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2022 | Q3 2022 | 1 |
Clarius Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TTP Investments, Inc. | 1 | 1 | 15.25% | 15.25% | 15.25% | Q2 2022 | Q2 2022 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2022 | Q2 2022 | 1 |
NovaPoint Capital, LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q3 2020 | Q3 2020 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
Greenwich Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Veritable, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Chicago Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Robotti & Company | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 8.98% | 8.98% | 8.98% | Q2 2020 | Q2 2020 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
State of Wyoming | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CIBC BANK USA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 1.48% | 1.48% | 1.48% | Q1 2020 | Q1 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TCG Advisors, LP | 1 | 1 | 1.23% | 1.23% | 1.23% | Q1 2020 | Q1 2020 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
THREADGILL FINANCIAL, LLC | 1 | 1 | 39.42% | 39.42% | 39.42% | Q1 2022 | Q1 2022 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Round Table Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.57% | 3.57% | 3.57% | Q2 2017 | Q2 2017 | 1 |
Grand Central Investment Group | 1 | 1 | 12.66% | 12.66% | 12.66% | Q3 2022 | Q3 2022 | 1 |
HOWARD FINANCIAL SERVICES, LTD. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q4 2022 | Q4 2022 | 1 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 10.66% | 10.66% | 10.66% | Q1 2022 | Q1 2022 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q1 2019 | Q1 2019 | 1 |
D. SCOTT NEAL, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 3.03% | 3.03% | 3.03% | Q3 2021 | Q3 2021 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2022 | Q3 2022 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 3.79% | 3.79% | 3.79% | Q2 2020 | Q2 2020 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2020 | Q1 2020 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2022 | Q1 2022 | 1 |
Financial Services Advisory Inc | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2022 | Q3 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SAYBROOK CAPITAL /NC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Jump Financial, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Spire Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Beta Wealth Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
G&S Capital LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2019 | Q1 2019 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Main Street Research LLC | 1 | 1 | 7.28% | 7.28% | 7.28% | Q3 2022 | Q3 2022 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
TCWP LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Lee Financial Group Hawaii, Inc. | 1 | 1 | 5.61% | 5.61% | 5.61% | Q2 2022 | Q2 2022 | 1 |
USAdvisors Wealth Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2020 | Q1 2020 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MACRO Consulting Group | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2020 | Q3 2020 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
MEANS INVESTMENT CO., INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Tidal Investments LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
A. D. Beadell Investment Counsel, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Brown Shipley& Co Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2022 | Q3 2022 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 1 | 1 | 1.43% | 1.43% | 1.43% | Q1 2020 | Q1 2020 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2016 | Q3 2016 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
IRON Financial LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
New England Private Wealth Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2018 | Q4 2018 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Family Management Corp | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2020 | Q1 2020 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2021 | Q2 2021 | 1 |
Moab Capital Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2021 | Q3 2021 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2022 | Q2 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2022 | Q4 2022 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 3.57% | 3.57% | 3.57% | Q2 2017 | Q2 2017 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2016 | Q3 2016 | 1 |
McAdam, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
BOSTON ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2019 | Q2 2019 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own PROSHARES TR or have owned PROSHARES TR in the past.