Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 89 |
Cutler Group LLC / CA | 19 | 7 | 0.00% | 0.00% | 0.05% | Q1 2017 | Q3 2023 | 66 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 37 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 39 |
LPL Financial LLC | 39 | 39 | 0.00% | 0.05% | 0.10% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 39 |
CITIGROUP INC | 36 | 1 | 0.00% | 0.04% | 0.30% | Q2 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Advisory Services Network, LLC | 27 | 8 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 35 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 6 | 0.00% | 0.03% | 0.12% | Q3 2014 | Q3 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 28 | 4 | 0.01% | 0.04% | 0.09% | Q1 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
Cetera Advisors LLC | 28 | 3 | 0.02% | 0.07% | 0.17% | Q4 2014 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 17 | 3 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 31 |
J.P. Morgan Private Wealth Advisors LLC | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
StrategIQ Financial Group, LLC | 30 | 30 | 0.04% | 0.19% | 0.37% | Q2 2016 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 16 | 14 | 0.00% | 0.05% | 0.16% | Q1 2016 | Q3 2023 | 30 |
KCM INVESTMENT ADVISORS LLC | 29 | 29 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 29 |
FIFTH THIRD BANCORP | 24 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 29 |
B. Riley Wealth Advisors, Inc. | 28 | 1 | 0.00% | 0.14% | 0.37% | Q4 2014 | Q3 2023 | 29 |
AMERIPRISE FINANCIAL INC | 28 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 29 |
Sandy Spring Bank | 28 | 28 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.01% | 0.13% | 0.24% | Q4 2016 | Q3 2023 | 28 |
JPMORGAN CHASE & CO | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Meridian Wealth Management, LLC | 28 | 28 | 0.02% | 0.21% | 1.31% | Q4 2016 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 28 | 28 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
ENVESTNET ASSET MANAGEMENT INC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 27 |
Lido Advisors, LLC | 27 | 27 | 0.03% | 0.06% | 0.11% | Q1 2017 | Q3 2023 | 27 |
Stratos Wealth Partners, LTD. | 27 | 27 | 0.02% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 27 |
Tower Research Capital LLC (TRC) | 24 | 1 | 0.00% | 0.06% | 0.26% | Q3 2015 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
First Allied Advisory Services, Inc. | 26 | 26 | 0.02% | 0.05% | 0.08% | Q2 2014 | Q3 2020 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.04% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Krilogy Financial LLC | 26 | 26 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q1 2023 | 26 |
Cetera Advisor Networks LLC | 26 | 26 | 0.01% | 0.04% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Kistler-Tiffany Companies, LLC | 25 | 25 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q2 2023 | 25 |
Sigma Planning Corp | 25 | 25 | 0.01% | 0.05% | 0.24% | Q1 2017 | Q1 2023 | 25 |
BANK OF MONTREAL /CAN/ | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 25 |
CUMBERLAND ADVISORS INC | 13 | 12 | 0.53% | 6.29% | 10.30% | Q2 2017 | Q3 2023 | 25 |
AllSquare Wealth Management LLC | 25 | 25 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
VALLEY NATIONAL ADVISERS INC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Cetera Investment Advisers | 24 | 24 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 24 |
BANK HAPOALIM BM | 24 | 24 | 0.09% | 2.02% | 10.12% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.01% | 0.21% | 0.49% | Q4 2017 | Q3 2023 | 24 |
Baird Financial Group, Inc. | 14 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
AE Wealth Management LLC | 24 | 24 | 0.00% | 0.04% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 23 |
US BANCORP \DE\ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
FMR LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
SeaCrest Wealth Management, LLC | 19 | 4 | 0.02% | 0.09% | 0.24% | Q4 2017 | Q3 2023 | 23 |
GOLDMAN SACHS GROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 23 |
Baystate Wealth Management LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
PLANNING DIRECTIONS INC | 14 | 8 | 0.22% | 0.50% | 0.91% | Q1 2018 | Q3 2023 | 22 |
Belpointe Asset Management LLC | 16 | 6 | 0.01% | 0.04% | 0.09% | Q3 2017 | Q1 2023 | 22 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 22 |
DAVENPORT & Co LLC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q3 2014 | Q4 2019 | 22 |
Migdal Insurance & Financial Holdings Ltd. | 19 | 2 | 0.00% | 0.08% | 0.23% | Q2 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.04% | 0.30% | 1.17% | Q3 2018 | Q3 2023 | 21 |
BNP PARIBAS FINANCIAL MARKETS | 11 | 2 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.04% | 0.11% | Q4 2017 | Q4 2022 | 21 |
Paradigm Financial Advisors, LLC | 21 | 21 | 0.59% | 1.15% | 1.58% | Q4 2016 | Q4 2021 | 21 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2022 | 20 |
NEXT Financial Group, Inc | 14 | 1 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q4 2021 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
American Financial Advisors, LLC | 20 | 20 | 0.23% | 1.13% | 2.17% | Q4 2018 | Q3 2023 | 20 |
MEITAV INVESTMENT HOUSE LTD | 12 | 1 | 0.01% | 0.15% | 1.29% | Q4 2017 | Q3 2023 | 20 |
SIGNATUREFD, LLC | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Formidable Asset Management, LLC | 14 | 3 | 0.08% | 0.11% | 0.34% | Q1 2017 | Q3 2023 | 20 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.02% | 0.33% | 0.54% | Q1 2019 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.16% | 0.21% | 0.26% | Q1 2019 | Q3 2023 | 19 |
Spectrum Wealth Advisory Group, LLC | 19 | 19 | 0.34% | 1.72% | 6.00% | Q1 2019 | Q3 2023 | 19 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.77% | 4.22% | Q1 2015 | Q3 2019 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Kovack Advisors, Inc. | 16 | 1 | 0.02% | 0.27% | 0.69% | Q1 2018 | Q2 2023 | 19 |
LINCOLN NATIONAL CORP | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.01% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Winch Advisory Services, LLC | 9 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 18 |
Moloney Securities Asset Management, LLC | 18 | 18 | 0.06% | 0.10% | 0.14% | Q2 2019 | Q3 2023 | 18 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 4 | 0.00% | 0.36% | 0.95% | Q1 2017 | Q3 2023 | 18 |
MASSMUTUAL TRUST CO FSB/ADV | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2020 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
BLAIR WILLIAM & CO/IL | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
StoneX Group Inc. | 18 | 18 | 0.08% | 0.25% | 0.38% | Q3 2017 | Q4 2021 | 18 |
Bank of New York Mellon Corp | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 1 | 0.00% | 0.06% | 0.17% | Q3 2015 | Q4 2019 | 17 |
CENTRAL TRUST Co | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 17 |
Wellington Shields Capital Management, LLC | 14 | 3 | 0.04% | 0.05% | 0.09% | Q2 2015 | Q3 2019 | 17 |
Western Wealth Management, LLC | 9 | 1 | 0.02% | 0.09% | 0.30% | Q4 2018 | Q3 2023 | 17 |
CAMG Solamere Management, LLC | 17 | 17 | 0.11% | 0.42% | 1.10% | Q3 2017 | Q3 2021 | 17 |
BARCLAYS PLC | 14 | 2 | 0.00% | 0.02% | 0.22% | Q3 2019 | Q3 2023 | 16 |
Clarus Wealth Advisors | 9 | 1 | 0.10% | 0.59% | 1.01% | Q2 2018 | Q2 2023 | 16 |
KING LUTHER CAPITAL MANAGEMENT CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Sterling Investment Advisors, Ltd. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 16 |
CIBC WORLD MARKET INC. | 11 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 16 |
CUE ADVISORY SERVICES, INC. | 16 | 16 | 1.09% | 1.53% | 1.83% | Q4 2014 | Q3 2018 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
1832 Asset Management L.P. | 7 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2023 | 16 |
Zions Bancorporation, N.A. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
FLAGSHIP HARBOR ADVISORS, LLC | 9 | 7 | 0.00% | 0.05% | 0.11% | Q3 2018 | Q3 2023 | 16 |
Sequoia Financial Advisors, LLC | 14 | 2 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q1 2022 | 16 |
Private Wealth Strategies, L.L.C. | 16 | 16 | 0.15% | 0.29% | 0.86% | Q4 2019 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.07% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 16 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 15 |
Ayalon Insurance Comp Ltd. | 15 | 15 | 0.02% | 0.09% | 0.87% | Q1 2020 | Q3 2023 | 15 |
OPTIMUM INVESTMENT ADVISORS | 15 | 15 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q4 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
PFG Advisors | 13 | 2 | 0.02% | 0.49% | 1.01% | Q4 2018 | Q2 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Pacific Wealth Strategies Group, Inc. | 15 | 15 | 0.26% | 0.31% | 0.34% | Q4 2016 | Q2 2020 | 15 |
Arkadios Wealth Advisors | 15 | 15 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q2 2023 | 15 |
Principle Wealth Partners LLC | 8 | 2 | 0.02% | 0.10% | 0.32% | Q4 2018 | Q1 2023 | 15 |
CULLEN/FROST BANKERS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
Certified Advisory Corp | 11 | 4 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q4 2021 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.61% | 1.12% | 1.52% | Q1 2018 | Q2 2023 | 15 |
Aptus Capital Advisors, LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q4 2019 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q1 2021 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 14 |
Evolution Wealth Advisors, LLC | 8 | 3 | 0.01% | 0.14% | 1.12% | Q4 2018 | Q2 2023 | 14 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 14 | 14 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q4 2019 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 10 | 1 | 0.00% | 0.03% | 0.12% | Q4 2019 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 14 |
HBW ADVISORY SERVICES LLC | 7 | 1 | 0.07% | 0.77% | 1.23% | Q4 2019 | Q3 2023 | 14 |
Harel Insurance Investments & Financial Services Ltd. | 8 | 2 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2022 | 14 |
Kingsview Wealth Management, LLC | 6 | 3 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 14 |
CREDIT SUISSE AG/ | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2022 | 14 |
Lowe Wealth Advisors, LLC | 14 | 14 | 0.03% | 0.16% | 0.39% | Q3 2020 | Q4 2023 | 14 |
PINNACLE ASSOCIATES LTD | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Flaharty Asset Management, LLC | 14 | 14 | 2.51% | 3.10% | 3.67% | Q4 2017 | Q1 2021 | 14 |
Parisi Gray Wealth Management | 11 | 3 | 0.04% | 0.34% | 1.26% | Q4 2017 | Q2 2021 | 14 |
LEVEL FOUR ADVISORY SERVICES, LLC | 10 | 3 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Simplicity Solutions, LLC | 11 | 1 | 0.00% | 0.07% | 0.23% | Q4 2017 | Q1 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.04% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Oliver Luxxe Assets LLC | 13 | 13 | 0.08% | 0.19% | 0.30% | Q4 2018 | Q4 2021 | 13 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 13 |
Well Done, LLC | 13 | 13 | 0.08% | 0.13% | 0.17% | Q4 2016 | Q4 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
ENTERPRISE FINANCIAL SERVICES CORP | 13 | 13 | 0.00% | 0.49% | 1.22% | Q4 2018 | Q4 2021 | 13 |
Choate Investment Advisors | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
FAS Wealth Partners, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
IMS Capital Management | 5 | 1 | 0.12% | 0.18% | 0.22% | Q2 2017 | Q2 2021 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
MSI Financial Services Inc | 12 | 12 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q4 2016 | 12 |
Wambolt & Associates, LLC | 12 | 12 | 0.15% | 0.21% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Founders Financial Alliance, LLC | 7 | 5 | 0.07% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 12 |
PROFESSIONAL PLANNING | 6 | 2 | 0.10% | 2.05% | 3.63% | Q4 2017 | Q2 2021 | 12 |
Financial Advocates Investment Management | 9 | 3 | 0.02% | 0.09% | 0.26% | Q1 2020 | Q3 2023 | 12 |
Ameritas Investment Partners, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
KINGS POINT CAPITAL MANAGEMENT | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.01% | 0.08% | 0.14% | Q4 2018 | Q3 2021 | 12 |
Legacy Wealth Planning, LLC | 12 | 12 | 0.64% | 0.85% | 1.03% | Q4 2019 | Q3 2022 | 12 |
Capital Investment Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 12 |
WT Wealth Management | 11 | 11 | 0.12% | 0.82% | 1.07% | Q3 2019 | Q1 2022 | 11 |
SUNTRUST BANKS INC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
GOFEN & GLOSSBERG LLC /IL/ | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 11 |
Country Club Trust Company, n.a. | 11 | 11 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q4 2019 | 11 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.13% | 0.60% | Q2 2015 | Q4 2022 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.03% | 0.16% | 0.22% | Q1 2018 | Q3 2020 | 11 |
BB&T SECURITIES, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2019 | 11 |
Mascoma Wealth Management LLC | 11 | 11 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Gerber Kawasaki Wealth & Investment Management | 11 | 11 | 0.02% | 0.17% | 0.37% | Q1 2021 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 11 |
Jaffetilchin Investment Partners, LLC | 11 | 11 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q2 2020 | 11 |
Parallel Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
MATRIX PRIVATE CAPITAL GROUP LLC | 11 | 11 | 0.17% | 0.26% | 0.56% | Q4 2019 | Q2 2022 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Allworth Financial LP | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
M&R CAPITAL MANAGEMENT INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2019 | 11 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2020 | 11 |
Cavalier Investments, LLC | 5 | 5 | 0.61% | 1.25% | 1.94% | Q1 2021 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 7 | 3 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 10 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Lee Financial Group Hawaii, Inc. | 9 | 1 | 3.44% | 4.67% | 6.91% | Q1 2020 | Q3 2023 | 10 |
CORRADO ADVISORS, LLC | 9 | 1 | 0.00% | 0.29% | 0.44% | Q1 2018 | Q4 2022 | 10 |
OPPENHEIMER & CO INC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
Meridian Financial Partners LLC | 10 | 10 | 0.18% | 0.24% | 0.46% | Q2 2020 | Q3 2022 | 10 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 10 | 10 | 0.01% | 0.01% | 0.04% | Q4 2019 | Q1 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
HUNTINGTON NATIONAL BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
Prospera Financial Services Inc | 6 | 1 | 0.00% | 0.05% | 0.09% | Q2 2018 | Q1 2022 | 10 |
VIVID FINANCIAL MANAGEMENT, INC. | 9 | 9 | 0.08% | 0.19% | 0.57% | Q4 2019 | Q4 2021 | 9 |
DB Wealth Management Group, LLC | 7 | 2 | 0.00% | 0.42% | 0.91% | Q4 2020 | Q3 2023 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
Baker Avenue Asset Management, LP | 8 | 1 | 0.00% | 0.59% | 0.82% | Q1 2018 | Q3 2023 | 9 |
PRUDENTIAL FINANCIAL INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
Magnus Financial Group LLC | 9 | 9 | 0.03% | 0.11% | 0.18% | Q2 2020 | Q2 2022 | 9 |
Financial Sense Advisors, Inc. | 7 | 2 | 0.09% | 0.13% | 0.27% | Q4 2014 | Q3 2021 | 9 |
VICTORY CAPITAL MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Sowell Financial Services LLC | 7 | 2 | 0.00% | 0.04% | 0.14% | Q3 2019 | Q1 2023 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 9 |
Gateway Advisory, LLC | 9 | 9 | 0.14% | 0.16% | 0.18% | Q4 2013 | Q4 2015 | 9 |
Cedar Brook Financial Partners, LLC | 5 | 4 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 9 |
BDO Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Objective Capital Management, LLC | 8 | 8 | 0.18% | 0.26% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Wealth Management, LLC | 3 | 2 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 8 |
Private Advisory Group LLC | 4 | 2 | 0.08% | 0.40% | 1.00% | Q1 2017 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Brookstone Capital Management | 4 | 1 | 0.00% | 0.68% | 2.46% | Q1 2015 | Q1 2022 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.33% | 0.39% | 0.43% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.03% | 0.12% | Q4 2020 | Q1 2023 | 8 |
SFI Advisors, LLC | 8 | 8 | 1.58% | 2.27% | 2.54% | Q4 2021 | Q3 2023 | 8 |
J Arnold Wealth Management Co | 7 | 1 | 0.01% | 0.29% | 0.58% | Q4 2019 | Q4 2022 | 8 |
WBI INVESTMENTS, LLC | 6 | 2 | 0.05% | 0.23% | 0.40% | Q4 2020 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 8 |
Neuberger Berman Group LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 8 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2020 | 8 |
Ken Stern & Associates, Inc. | 8 | 8 | 0.21% | 0.24% | 0.28% | Q4 2016 | Q3 2018 | 8 |
BLB&B Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 8 |
U.S. Capital Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
ELEMENT POINTE ADVISORS, LLC | 8 | 8 | 0.24% | 0.29% | 0.36% | Q3 2019 | Q2 2021 | 8 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.11% | 0.26% | Q2 2016 | Q4 2019 | 8 |
Sargent Bickham Lagudis LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 8 |
New England Investment & Retirement Group, Inc. | 5 | 3 | 0.01% | 3.89% | 4.98% | Q1 2018 | Q1 2020 | 8 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ancora Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
First Horizon Advisors, Inc. | 7 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 8 |
Fortis Advisors, LLC | 8 | 8 | 0.01% | 0.21% | 0.30% | Q4 2021 | Q3 2023 | 8 |
FIRST MIDWEST BANK TRUST DIVISION | 8 | 8 | 0.22% | 0.37% | 0.49% | Q1 2020 | Q4 2021 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Bell Rock Capital LLC | 2 | 1 | 0.01% | 0.31% | 0.47% | Q2 2017 | Q3 2022 | 7 |
Anson Capital, Inc. | 7 | 7 | 1.95% | 2.46% | 2.84% | Q1 2022 | Q3 2023 | 7 |
All Terrain Financial Advisors, LLC | 5 | 2 | 0.07% | 0.12% | 0.18% | Q1 2018 | Q4 2019 | 7 |
TAP Consulting, LLC | 6 | 1 | 0.02% | 0.29% | 0.38% | Q4 2021 | Q3 2023 | 7 |
Smithfield Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Ruggie Capital Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.08% | 0.12% | Q2 2018 | Q1 2020 | 7 |
Q3 Asset Management | 3 | 2 | 0.19% | 1.38% | 3.99% | Q2 2019 | Q1 2023 | 7 |
Jackson, Grant Investment Advisers, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Royal Fund Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
CreativeOne Wealth, LLC | 3 | 1 | 0.06% | 0.10% | 0.14% | Q2 2020 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Vantage Investment Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
Selective Wealth Management, Inc. | 6 | 1 | 0.01% | 0.05% | 0.09% | Q3 2019 | Q3 2022 | 7 |
Rise Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2017 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
McKinley Carter Wealth Services, Inc. | 6 | 1 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 7 |
Laffer Tengler Investments, Inc. | 7 | 7 | 0.05% | 0.12% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Evercore Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Column Capital Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 7 |
Union Investments & Development Ltd. | 7 | 7 | 0.13% | 0.18% | 0.22% | Q1 2022 | Q3 2023 | 7 |
KRAEMATON INVESTMENT ADVISORS, INC | 4 | 3 | 0.22% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 7 |
Belvedere Trading LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 7 |
Biltmore Family Office, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
RMB Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 6 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.02% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Wealthfront Advisers LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 6 |
Alpha Omega Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
WBH ADVISORY INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Global Trust Asset Management, LLC | 4 | 2 | 0.16% | 0.47% | 0.82% | Q2 2018 | Q4 2019 | 6 |
JMAC ENTERPRISES LLC | 5 | 1 | 0.05% | 0.84% | 1.20% | Q4 2021 | Q2 2023 | 6 |
Arete Wealth Advisors, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 6 |
Advisor Resource Council | 6 | 6 | 0.12% | 0.23% | 0.41% | Q1 2022 | Q2 2023 | 6 |
Addison Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
FormulaFolio Investments, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q4 2019 | 6 |
TOMPKINS FINANCIAL CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
SEI INVESTMENTS CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Verity Asset Management, Inc. | 4 | 1 | 0.15% | 0.19% | 0.24% | Q4 2017 | Q3 2023 | 6 |
CVA Family Office, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Institute for Wealth Management, LLC. | 5 | 5 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q4 2019 | 5 |
Riggs Asset Managment Co. Inc. | 3 | 2 | 0.01% | 0.61% | 1.05% | Q4 2014 | Q3 2022 | 5 |
Clal Insurance Enterprises Holdings Ltd | 5 | 5 | 1.51% | 1.77% | 2.60% | Q4 2015 | Q4 2016 | 5 |
Archford Capital Strategies, LLC | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Intrua Financial, LLC | 5 | 5 | 0.07% | 0.15% | 0.25% | Q2 2020 | Q2 2021 | 5 |
STAPP WEALTH MANAGEMENT, PLLC | 5 | 5 | 0.88% | 1.20% | 1.37% | Q3 2022 | Q3 2023 | 5 |
Capital Analysts, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 5 |
Measured Wealth Private Client Group, LLC | 5 | 5 | 0.19% | 0.21% | 0.24% | Q2 2018 | Q2 2019 | 5 |
Avestar Capital, LLC | 3 | 2 | 0.08% | 0.49% | 0.92% | Q4 2018 | Q2 2021 | 5 |
J.W. COLE ADVISORS, INC. | 4 | 1 | 0.02% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 5 |
New England Private Wealth Advisors LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Mutual Advisors, LLC | 3 | 2 | 0.01% | 0.12% | 0.55% | Q3 2019 | Q3 2023 | 5 |
Delta Investment Management, LLC | 5 | 5 | 0.13% | 0.18% | 0.24% | Q3 2019 | Q3 2020 | 5 |
Anchor Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
North Star Investment Management Corp. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
SALEM INVESTMENT COUNSELORS INC | 4 | 1 | 0.01% | 0.22% | 0.30% | Q2 2016 | Q3 2023 | 5 |
Ironwood Financial, llc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
MADDEN SECURITIES Corp | 3 | 1 | 0.09% | 0.14% | 0.23% | Q4 2019 | Q4 2022 | 5 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Missouri Trust & Investment Co | 5 | 5 | 0.15% | 0.17% | 0.19% | Q2 2022 | Q2 2023 | 5 |
BROWN BROTHERS HARRIMAN & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.15% | 0.19% | 0.23% | Q3 2022 | Q3 2023 | 5 |
MANCHESTER FINANCIAL INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 5 |
Engrave Wealth Partners LLC | 5 | 5 | 1.70% | 2.00% | 2.40% | Q2 2021 | Q2 2022 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 5 |
IFC Holdings Incorporated/FL | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q4 2017 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Old North State Trust, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
AdvisorNet Financial, Inc | 3 | 2 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 5 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.04% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 5 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 1 | 0.01% | 0.08% | 0.18% | Q3 2019 | Q3 2023 | 4 |
Accurate Wealth Management, LLC | 3 | 1 | 0.02% | 0.22% | 0.35% | Q2 2021 | Q4 2022 | 4 |
Guardian Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.07% | 0.26% | Q3 2017 | Q3 2021 | 4 |
STRINGER ASSET MANAGEMENT, LLC | 3 | 1 | 0.22% | 3.38% | 4.82% | Q2 2015 | Q4 2018 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Thai Life Insurance PCL. | 4 | 4 | 3.57% | 4.71% | 6.26% | Q4 2016 | Q3 2017 | 4 |
PICTON MAHONEY ASSET MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WADE G W & INC | 4 | 4 | 0.01% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 4 |
TimeScale Financial, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Sage Capital Advisors,llc | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Secure Asset Management, LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2021 | Q1 2023 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Savior LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q3 2021 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.15% | 0.25% | 0.33% | Q4 2022 | Q3 2023 | 4 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 4 | 4 | 0.16% | 1.29% | 1.83% | Q4 2022 | Q3 2023 | 4 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 0.17% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
NIEMANN CAPITAL MANAGEMENT INC | 3 | 1 | 2.28% | 7.10% | 14.75% | Q1 2014 | Q4 2019 | 4 |
Barnett & Company, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
NORTHERN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.61% | 0.80% | 0.99% | Q1 2018 | Q4 2018 | 4 |
Red Tortoise LLC | 4 | 4 | 0.34% | 0.35% | 0.36% | Q4 2022 | Q3 2023 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.04% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Global Financial Private Capital, Inc | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2019 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Strategic Wealth Partners, Ltd. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Baldrige Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
HBK INVESTMENTS L P | 3 | 1 | 0.03% | 0.10% | 0.17% | Q2 2019 | Q2 2020 | 4 |
PCG Wealth Advisors, LLC | 2 | 1 | 0.10% | 0.14% | 0.16% | Q4 2021 | Q3 2022 | 3 |
Castle Rock Wealth Management, LLC | 2 | 1 | 0.14% | 0.28% | 0.37% | Q3 2019 | Q2 2020 | 3 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q1 2021 | 3 |
FDx Advisors, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
NVWM, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 3 |
PEAPACK GLADSTONE FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CARDIFF PARK ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Affiance Financial, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Westside Investment Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JANUS HENDERSON INVESTORS US LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Ahrens Investment Partners LLC | 2 | 1 | 0.00% | 0.25% | 0.72% | Q1 2022 | Q1 2023 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
IFG Advisory, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Portfolio Strategies, Inc. | 2 | 1 | 0.00% | 0.81% | 2.29% | Q3 2018 | Q3 2019 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Hall Private Wealth Advisors | 2 | 1 | 0.31% | 1.71% | 2.82% | Q4 2020 | Q3 2021 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Fieldpoint Private Securities, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Prestige Wealth Management Group LLC | 3 | 3 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Atria Investments, Inc | 3 | 3 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q1 2020 | 3 |
Raub Brock Capital Management LP | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 3 |
LVZ, Inc. | 3 | 3 | 0.04% | 0.10% | 0.21% | Q3 2019 | Q1 2020 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Janney Capital Management LLC | 2 | 1 | 0.62% | 0.92% | 1.36% | Q1 2018 | Q3 2020 | 3 |
G&S Capital LLC | 3 | 3 | 1.76% | 1.83% | 1.90% | Q2 2019 | Q4 2019 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q1 2017 | 3 |
HSBC HOLDINGS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
3EDGE Asset Management, LP | 3 | 3 | 0.39% | 0.51% | 0.58% | Q3 2021 | Q1 2022 | 3 |
Financial Architects, Inc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2020 | 3 |
EMFO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Phoenix Holdings Ltd. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2020 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Brinker Capital Investments, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
WCG Wealth Advisors LLC | 3 | 3 | 0.11% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
BREITER CAPITAL MANAGEMENT INC | 2 | 1 | 0.43% | 0.48% | 0.50% | Q4 2017 | Q1 2019 | 3 |
LexAurum Advisors, LLC | 2 | 1 | 0.13% | 0.46% | 1.01% | Q1 2018 | Q4 2019 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 3 | 0.09% | 0.12% | 0.15% | Q1 2019 | Q3 2019 | 3 |
JDM Financial Group LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PARAGON FINANCIAL PARTNERS, INC. | 3 | 3 | 0.27% | 0.28% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Bison Wealth, LLC | 2 | 1 | 0.00% | 0.09% | 0.14% | Q2 2022 | Q3 2023 | 3 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 3 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 2 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q2 2021 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Marks Wealth, LLC | 2 | 2 | 2.37% | 3.12% | 3.87% | Q4 2020 | Q1 2021 | 2 |
ALLIANCEBERNSTEIN L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
TEXAS PERMANENT SCHOOL FUND CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 2 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 2 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 2 | 2 | 2.66% | 2.78% | 2.90% | Q4 2019 | Q1 2020 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2019 | Q4 2019 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 1.81% | 1.89% | 1.98% | Q3 2019 | Q4 2019 | 2 |
Intelligent Financial Strategies | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
XR Securities LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2020 | Q2 2020 | 2 |
Horan Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 2 |
WATERS PARKERSON & CO., LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2016 | 2 |
EXANE DERIVATIVES | 2 | 2 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q2 2022 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
TruWealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Castleview Partners, LLC | 2 | 2 | 0.00% | 0.08% | 0.15% | Q1 2022 | Q2 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Heirloom Wealth Management | 1 | 1 | 1.82% | 2.05% | 2.27% | Q1 2023 | Q3 2023 | 2 |
ACCESS FINANCIAL SERVICES, INC. | 2 | 2 | 0.44% | 0.47% | 0.50% | Q2 2021 | Q3 2021 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Kraft, Davis & Associates, LLC | 2 | 2 | 2.66% | 2.70% | 2.74% | Q2 2023 | Q3 2023 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Beacon Financial Advisory LLC | 1 | 1 | 0.23% | 0.23% | 0.24% | Q4 2019 | Q2 2020 | 2 |
Wealthcare Advisory Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
CYPRESS ASSET MANAGEMENT INC/TX | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.08% | 0.12% | 0.17% | Q3 2019 | Q4 2019 | 2 |
LGL PARTNERS, LLC | 2 | 2 | 0.28% | 0.43% | 0.57% | Q2 2020 | Q3 2020 | 2 |
Mezzasalma Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2021 | Q2 2021 | 2 |
Rollins Financial | 2 | 2 | 0.11% | 0.13% | 0.14% | Q1 2022 | Q2 2022 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.50% | 0.65% | 0.80% | Q3 2019 | Q4 2019 | 2 |
Eagle Strategies LLC | 2 | 2 | 0.31% | 0.37% | 0.43% | Q2 2022 | Q3 2022 | 2 |
Melone Private Wealth, LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q4 2021 | Q1 2022 | 2 |
Financial Services Advisory Inc | 2 | 2 | 0.58% | 0.79% | 1.00% | Q2 2019 | Q3 2019 | 2 |
Cooper Financial Group | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2021 | 2 |
Winfield Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2018 | Q3 2018 | 2 |
Gryphon Financial Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q4 2019 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.03% | 0.10% | 0.18% | Q3 2019 | Q4 2019 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q4 2022 | Q1 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
CoreFirst Bank & Trust | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Truadvice, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.19% | 0.31% | 0.44% | Q3 2018 | Q3 2019 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q2 2021 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 1 | 1 | 0.34% | 0.44% | 0.54% | Q1 2017 | Q2 2018 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Hilltop Holdings Inc. | 1 | 1 | 0.04% | 0.16% | 0.29% | Q2 2015 | Q3 2018 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.87% | 0.94% | 1.00% | Q4 2022 | Q1 2023 | 2 |
Montecito Bank & Trust | 2 | 2 | 0.09% | 0.12% | 0.14% | Q3 2019 | Q4 2019 | 2 |
ETF Store, Inc. | 2 | 2 | 0.22% | 0.23% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.04% | 0.64% | 1.24% | Q4 2019 | Q2 2022 | 2 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 2 |
NATIONAL PLANNING CORP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.05% | 0.10% | 0.15% | Q1 2018 | Q3 2019 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 2 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COWA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
NEIRG Wealth Management, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2023 | Q2 2023 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IRON Financial LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 1.54% | 1.54% | 1.54% | Q1 2022 | Q1 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2020 | Q3 2020 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 4.50% | 4.50% | 4.50% | Q2 2023 | Q2 2023 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 9.31% | 9.31% | 9.31% | Q1 2019 | Q1 2019 | 1 |
CHATHAM CAPITAL GROUP, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2017 | Q4 2017 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Diversified, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2020 | Q2 2020 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WestHill Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2018 | Q4 2018 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
GRAND WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Riverview Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
JANUS HENDERSON GROUP PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2019 | Q3 2019 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameliora Wealth Management Ltd. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Shepherd Financial Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Peoples Bank/KS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Quaker Wealth Management, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2019 | Q4 2019 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Price Capital Management, Inc. | 1 | 1 | 2.17% | 2.17% | 2.17% | Q3 2017 | Q3 2017 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2016 | Q3 2016 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2020 | Q2 2020 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Compass Financial Group, Inc. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2021 | Q2 2021 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2022 | Q1 2022 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TRUST CO OF TOLEDO NA /OH/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.