Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 101 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 46 |
Cutler Group LLC / CA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
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 |
ROYAL BANK OF CANADA | 38 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 38 | 38 | 0.00% | 0.02% | 0.07% | Q2 2014 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 31 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 38 |
LPL Financial LLC | 38 | 38 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q3 2023 | 38 |
RAYMOND JAMES & ASSOCIATES | 35 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 37 |
STIFEL FINANCIAL CORP | 35 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 37 |
CITIGROUP INC | 29 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 36 | 36 | 0.11% | 0.31% | 0.56% | Q2 2013 | Q1 2022 | 36 |
JPMORGAN CHASE & CO | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 19 | 7 | 0.00% | 0.09% | 0.35% | Q4 2014 | Q3 2023 | 34 |
Advisory Services Network, LLC | 13 | 8 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 34 |
BAROMETER CAPITAL MANAGEMENT INC. | 15 | 3 | 0.01% | 0.30% | 1.06% | Q4 2013 | Q2 2023 | 33 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 32 | 32 | 0.00% | 0.04% | 0.12% | Q4 2015 | Q3 2023 | 32 |
Sandy Spring Bank | 28 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 31 |
VICUS CAPITAL | 24 | 3 | 0.03% | 0.37% | 1.54% | Q1 2015 | Q3 2023 | 31 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.10% | 0.27% | 0.39% | Q1 2016 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.00% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 29 |
CREDIT SUISSE AG/ | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2022 | 29 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 27 |
North Star Investment Management Corp. | 17 | 9 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 26 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 26 |
STEPHENS INC /AR/ | 11 | 1 | 0.01% | 0.08% | 0.16% | Q2 2015 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 23 | 1 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.03% | 0.12% | 0.28% | Q4 2017 | Q3 2023 | 24 |
SUNTRUST BANKS INC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2019 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q4 2019 | 22 |
FMR LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 22 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.14% | 0.51% | Q3 2018 | Q3 2023 | 21 |
McGuire Investment Group, LLC | 21 | 21 | 0.97% | 1.44% | 1.74% | Q3 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
Creative Planning | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 20 |
US BANCORP \DE\ | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 20 |
FIFTH THIRD BANCORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2022 | 19 |
MURPHY CAPITAL MANAGEMENT INC | 14 | 5 | 0.03% | 0.05% | 0.07% | Q4 2014 | Q2 2022 | 19 |
Kingsview Wealth Management, LLC | 13 | 6 | 0.05% | 0.10% | 0.14% | Q4 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
HUNTINGTON NATIONAL BANK | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Hartford Financial Management Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CHEMUNG CANAL TRUST CO | 18 | 18 | 0.07% | 1.33% | 2.29% | Q3 2019 | Q4 2023 | 18 |
MML INVESTORS SERVICES, LLC | 14 | 1 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 18 |
Jacobi Capital Management LLC | 15 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2021 | 17 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 17 |
Cetera Advisor Networks LLC | 16 | 1 | 0.00% | 0.04% | 0.16% | Q4 2018 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 3 | 0.08% | 0.13% | 0.19% | Q2 2014 | Q1 2020 | 17 |
Steward Partners Investment Advisory, LLC | 15 | 2 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q3 2023 | 17 |
Cetera Advisors LLC | 11 | 1 | 0.01% | 0.05% | 0.09% | Q1 2015 | Q3 2023 | 17 |
Riggs Asset Managment Co. Inc. | 13 | 3 | 0.00% | 2.97% | 4.92% | Q4 2015 | Q3 2023 | 16 |
AE Wealth Management LLC | 14 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
Beaumont Asset Management, L.L.C. | 16 | 16 | 1.63% | 2.29% | 2.98% | Q4 2019 | Q3 2023 | 16 |
Private Advisor Group, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 16 |
SG Americas Securities, LLC | 11 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2019 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.19% | 0.30% | 0.42% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.24% | 0.36% | 0.60% | Q4 2019 | Q3 2023 | 16 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 16 |
Well Done, LLC | 9 | 7 | 0.08% | 0.19% | 0.34% | Q3 2016 | Q1 2022 | 16 |
FIRST INTERSTATE BANK | 10 | 5 | 0.00% | 0.64% | 1.29% | Q4 2018 | Q3 2023 | 15 |
Adams Wealth Management | 15 | 15 | 1.66% | 2.90% | 5.16% | Q1 2020 | Q3 2023 | 15 |
LEVEL FOUR ADVISORY SERVICES, LLC | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
VALLEY NATIONAL ADVISERS INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CHATHAM CAPITAL GROUP, INC. | 15 | 15 | 0.08% | 0.20% | 0.29% | Q1 2020 | Q3 2023 | 15 |
AdvisorNet Financial, Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BLAIR WILLIAM & CO/IL | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Regent Peak Wealth Advisors LLC | 14 | 1 | 0.11% | 0.19% | 0.24% | Q4 2019 | Q3 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 15 |
Prime Capital Investment Advisors, LLC | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
American Portfolios Advisors | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
BNP PARIBAS FINANCIAL MARKETS | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
TRUE Private Wealth Advisors | 12 | 1 | 0.00% | 0.91% | 1.67% | Q4 2015 | Q4 2021 | 14 |
Ancora Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
LEUTHOLD GROUP, LLC | 12 | 1 | 0.03% | 0.08% | 0.18% | Q2 2020 | Q3 2023 | 13 |
Apollon Wealth Management, LLC | 11 | 2 | 0.04% | 0.08% | 0.13% | Q2 2020 | Q3 2023 | 13 |
Private Capital Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
Stratos Wealth Partners, LTD. | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 13 |
BB&T SECURITIES, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2019 | 13 |
Janney Montgomery Scott LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.08% | 0.13% | 0.18% | Q3 2020 | Q3 2023 | 13 |
ProVise Management Group, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.14% | 0.25% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.03% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.10% | 0.28% | Q2 2014 | Q3 2018 | 12 |
CENTAURUS FINANCIAL, INC. | 10 | 1 | 0.02% | 0.08% | 0.31% | Q2 2018 | Q3 2023 | 12 |
GREAT VALLEY ADVISOR GROUP, INC. | 12 | 12 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Center for Financial Planning, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Eudaimonia Partners, LLC | 7 | 5 | 0.03% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 12 |
Kistler-Tiffany Companies, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Blue Chip Wealth Management, Inc. | 11 | 11 | 0.26% | 0.34% | 0.40% | Q1 2018 | Q3 2020 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Carroll Financial Associates, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 11 |
Cypress Capital Management LLC (WY) | 11 | 11 | 0.07% | 1.77% | 2.78% | Q2 2019 | Q4 2021 | 11 |
Gerber Kawasaki Wealth & Investment Management | 11 | 11 | 0.06% | 0.21% | 0.39% | Q1 2021 | Q3 2023 | 11 |
SONATA CAPITAL GROUP INC | 11 | 11 | 0.14% | 0.17% | 0.23% | Q1 2021 | Q3 2023 | 11 |
BANK OF MONTREAL /CAN/ | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 11 |
DAVENPORT & Co LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2018 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SIGNATUREFD, LLC | 10 | 1 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q3 2023 | 11 |
HBW ADVISORY SERVICES LLC | 5 | 1 | 0.03% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 11 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.10% | 0.22% | 0.45% | Q4 2020 | Q3 2023 | 10 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q2 2017 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.08% | 0.17% | 0.27% | Q2 2021 | Q3 2023 | 10 |
B. Riley Wealth Advisors, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.04% | 0.15% | 0.42% | Q3 2020 | Q4 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Sigma Planning Corp | 5 | 1 | 0.01% | 0.04% | 0.11% | Q4 2015 | Q3 2023 | 10 |
Aptus Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Game Plan Financial Advisors, LLC | 8 | 2 | 0.25% | 0.70% | 0.93% | Q4 2019 | Q2 2022 | 10 |
TrinityPoint Wealth, LLC | 9 | 9 | 0.07% | 0.11% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q3 2023 | 9 |
MSI Financial Services Inc | 8 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2016 | 9 |
JUNCTURE WEALTH STRATEGIES, LLC | 6 | 1 | 0.11% | 0.18% | 0.28% | Q1 2018 | Q4 2021 | 9 |
PATTON ALBERTSON MILLER GROUP, LLC | 9 | 9 | 0.07% | 0.15% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Secure Asset Management, LLC | 8 | 1 | 0.09% | 0.12% | 0.18% | Q2 2021 | Q3 2023 | 9 |
Independent Advisor Alliance | 7 | 2 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q2 2023 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.05% | 0.13% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Advisors Preferred, LLC | 5 | 1 | 0.00% | 1.07% | 2.57% | Q2 2014 | Q1 2021 | 9 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 9 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 1 | 0.05% | 0.08% | 0.13% | Q2 2018 | Q3 2023 | 9 |
WASHINGTON TRUST Co | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.01% | 0.13% | 0.18% | Q2 2018 | Q2 2020 | 9 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CENTRAL TRUST Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.22% | 0.25% | 0.30% | Q4 2021 | Q4 2023 | 8 |
Joseph P. Lucia & Associates, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Moors & Cabot, Inc. | 7 | 1 | 0.04% | 0.05% | 0.07% | Q2 2015 | Q1 2018 | 8 |
CWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Western Wealth Management, LLC | 4 | 1 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 8 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.11% | 0.19% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Financial Management Professionals, Inc. | 2 | 2 | 0.23% | 1.37% | 2.39% | Q2 2014 | Q1 2022 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.70% | 0.79% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Laurel Wealth Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Parallel Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PRUDENTIAL FINANCIAL INC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.01% | 0.04% | 0.26% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
IHT Wealth Management, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Belvedere Trading LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 7 |
TOMPKINS FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.00% | 0.25% | 0.87% | Q4 2013 | Q3 2023 | 7 |
Crosspoint Capital Strategies, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 7 |
Dorsey Wright & Associates | 5 | 2 | 0.03% | 0.08% | 0.12% | Q3 2014 | Q4 2017 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 7 |
Ahrens Investment Partners LLC | 7 | 7 | 0.01% | 0.10% | 0.18% | Q4 2020 | Q2 2022 | 7 |
SYNOVUS FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.03% | 0.04% | 0.07% | Q1 2021 | Q4 2022 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
PRIVATE TRUST CO NA | 6 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 7 |
THEORY FINANCIAL LLC | 4 | 3 | 1.99% | 2.30% | 2.69% | Q4 2021 | Q3 2023 | 7 |
Fulcrum Equity Management | 4 | 1 | 0.21% | 0.96% | 2.45% | Q2 2020 | Q1 2023 | 7 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.06% | 0.21% | Q4 2016 | Q3 2023 | 7 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 2 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 7 |
McIlrath & Eck, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 7 | 7 | 0.07% | 0.09% | 0.10% | Q4 2013 | Q2 2015 | 7 |
Merriman Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
NIEMANN CAPITAL MANAGEMENT INC | 2 | 1 | 0.71% | 3.40% | 9.06% | Q2 2014 | Q2 2020 | 6 |
Total Clarity Wealth Management, Inc. | 3 | 1 | 0.00% | 0.67% | 1.64% | Q4 2019 | Q4 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Concert Wealth Management Inc. | 3 | 1 | 0.03% | 0.08% | 0.22% | Q4 2014 | Q1 2017 | 6 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q2 2015 | 6 |
Winch Advisory Services, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Gradient Investments LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
Sterling Manor Financial, LLC | 6 | 6 | 0.30% | 2.33% | 6.68% | Q4 2020 | Q1 2022 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Tempus Wealth Planning, LLC | 6 | 6 | 0.12% | 0.14% | 0.17% | Q2 2022 | Q3 2023 | 6 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
PRINCETON CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
PSI Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 1.36% | 1.47% | 1.60% | Q2 2022 | Q3 2023 | 6 |
J.W. COLE ADVISORS, INC. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
SAWGRASS ASSET MANAGEMENT LLC | 4 | 1 | 0.02% | 0.04% | 0.12% | Q4 2020 | Q1 2023 | 6 |
Kovack Advisors, Inc. | 3 | 2 | 0.03% | 0.11% | 0.37% | Q4 2021 | Q3 2023 | 5 |
Greenwich Wealth Management LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q2 2022 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Plante Moran Financial Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2022 | 5 |
Rockefeller Capital Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Portfolio Strategies, Inc. | 3 | 2 | 0.69% | 1.72% | 5.07% | Q2 2019 | Q1 2021 | 5 |
Ten Capital Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Baird Financial Group, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 5 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Cresset Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 1.01% | 1.15% | 1.19% | Q3 2022 | Q3 2023 | 5 |
Charles Schwab Investment Advisory, Inc. | 5 | 5 | 1.44% | 1.53% | 1.58% | Q4 2013 | Q4 2014 | 5 |
SANDLER CAPITAL MANAGEMENT | 3 | 1 | 0.05% | 0.78% | 1.50% | Q4 2014 | Q1 2023 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SPRING CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.43% | 0.47% | 0.55% | Q3 2022 | Q3 2023 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
SFI Advisors, LLC | 5 | 5 | 2.47% | 3.61% | 4.20% | Q3 2022 | Q3 2023 | 5 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Voya Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q1 2018 | 4 |
Optiver Holding B.V. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
SUMMIT CAPITAL MANAGEMENT LLC | 3 | 1 | 1.78% | 3.18% | 5.29% | Q1 2014 | Q2 2015 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q4 2022 | 4 |
OneDigital Investment Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 4 |
Tradewinds, LLC. | 2 | 1 | 0.19% | 0.21% | 0.24% | Q2 2022 | Q3 2023 | 4 |
GLENMEDE TRUST CO NA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2022 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 4 |
CORRADO ADVISORS, LLC | 4 | 4 | 0.32% | 0.38% | 0.49% | Q1 2018 | Q4 2018 | 4 |
Leonard Rickey Investment Advisors P.L.L.C. | 4 | 4 | 0.30% | 0.32% | 0.35% | Q4 2017 | Q3 2018 | 4 |
Empowered Funds, LLC | 2 | 1 | 0.18% | 0.92% | 2.75% | Q2 2020 | Q1 2023 | 4 |
Round Rock Advisors, LLC | 4 | 4 | 0.36% | 0.39% | 0.42% | Q4 2022 | Q3 2023 | 4 |
OPPENHEIMER & CO INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2021 | 4 |
Commonwealth Equity Services, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 4 |
XML Financial, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
FIFTH THIRD SECURITIES, INC. | 2 | 1 | 0.03% | 0.24% | 0.78% | Q1 2022 | Q3 2023 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Archford Capital Strategies, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
HARBOR ADVISORY CORP /MA/ | 4 | 4 | 0.58% | 0.63% | 0.68% | Q4 2022 | Q3 2023 | 4 |
ARKANSAS FINANCIAL GROUP, INC. | 4 | 4 | 0.12% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
PEAK6 Group LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2015 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.38% | 0.62% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Paul John Balson | 4 | 4 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q4 2020 | 4 |
XPONANCE, INC. | 3 | 1 | 0.15% | 0.30% | 0.43% | Q3 2014 | Q3 2015 | 4 |
RAYMOND JAMES TRUST N.A. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Hassell Wealth Management, LLC | 4 | 4 | 0.22% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Tortoise Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Ulland Investment Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Atlas Financial Advisors, Inc. | 4 | 4 | 0.28% | 0.33% | 0.36% | Q4 2022 | Q3 2023 | 4 |
MATHER GROUP, LLC. | 4 | 4 | 2.19% | 2.57% | 3.27% | Q4 2015 | Q3 2016 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.06% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
1832 Asset Management L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
TD Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AFFINITY WEALTH MANAGEMENT LLC | 4 | 4 | 0.33% | 0.37% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Compagnie Lombard Odier SCmA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Soltis Investment Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
CreativeOne Wealth, LLC | 3 | 1 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q2 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.48% | 0.54% | 0.59% | Q4 2022 | Q3 2023 | 4 |
RiverFront Investment Group, LLC | 2 | 2 | 0.15% | 0.25% | 0.51% | Q1 2010 | Q2 2013 | 4 |
Integrated Wealth Concepts LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 4 |
Marcum Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
SIGMA INVESTMENT COUNSELORS INC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Mill Creek Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Financial Partners, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q4 2017 | 3 |
MILLENNIUM MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Foresight Wealth Management, LLC | 1 | 1 | 0.07% | 0.09% | 0.12% | Q4 2019 | Q4 2020 | 3 |
NORTHERN TRUST CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 3 |
Hobart Private Capital, LLC | 3 | 3 | 3.83% | 4.06% | 4.19% | Q1 2023 | Q3 2023 | 3 |
InterOcean Capital Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Itau USA Asset Management Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 |
ARGI Investment Services, LLC | 3 | 3 | 0.06% | 0.21% | 0.30% | Q2 2021 | Q4 2021 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.41% | 1.22% | Q1 2023 | Q3 2023 | 3 |
Ayalon Insurance Comp Ltd. | 3 | 3 | 0.63% | 0.68% | 0.71% | Q1 2023 | Q3 2023 | 3 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FORVIS Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.54% | 0.58% | 0.63% | Q1 2022 | Q3 2022 | 3 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Keel Point, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2014 | Q2 2015 | 3 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 3 |
StoneX Group Inc. | 1 | 1 | 0.05% | 0.18% | 0.26% | Q3 2017 | Q4 2020 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
RFP Financial Group LLC | 3 | 3 | 0.06% | 0.09% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Marks Wealth, LLC | 3 | 3 | 10.96% | 12.59% | 15.43% | Q3 2021 | Q1 2022 | 3 |
PagnatoKarp Partners LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2016 | Q2 2017 | 3 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
Yarbrough Capital, LLC | 3 | 3 | 0.28% | 0.34% | 0.42% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 3 | 3 | 0.09% | 0.24% | 0.45% | Q1 2017 | Q3 2017 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
HC FINANCIAL ADVISORS INC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Brookstone Capital Management | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 3 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Concentrum Wealth Management | 3 | 3 | 0.15% | 0.28% | 0.45% | Q4 2022 | Q2 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Capital Asset Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Arlington Capital Management, Inc. | 2 | 1 | 2.15% | 6.13% | 12.26% | Q1 2019 | Q1 2022 | 3 |
TWO SIGMA ADVISERS, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 3 |
Paradigm Financial Partners, LLC | 3 | 3 | 0.31% | 0.32% | 0.33% | Q2 2021 | Q4 2021 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Evolution Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 2 |
Financial Architects, Inc | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2015 | Q2 2015 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Argent Trust Co | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Prostatis Group LLC | 2 | 2 | 4.63% | 4.69% | 4.75% | Q1 2023 | Q2 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Welch Group, LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q4 2022 | Q1 2023 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q2 2015 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q1 2023 | 2 |
PVG ASSET MANAGEMENT CORP | 2 | 2 | 3.70% | 3.71% | 3.73% | Q2 2021 | Q3 2021 | 2 |
PVG Asset Management | 2 | 2 | 0.45% | 0.46% | 0.47% | Q4 2015 | Q1 2016 | 2 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Trilogy Capital Inc. | 1 | 1 | 0.34% | 0.37% | 0.39% | Q2 2021 | Q4 2021 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q3 2014 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
PEAPACK GLADSTONE FINANCIAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WMG Financial Advisors, LLC | 2 | 2 | 0.19% | 0.22% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q1 2022 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
GUERRA PAN ADVISORS, LLC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
MERIDIAN INVESTMENT COUNSEL INC. | 1 | 1 | 0.10% | 0.11% | 0.11% | Q4 2019 | Q2 2020 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Daiwa Securities Group Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Smart Money Group LLC | 2 | 2 | 1.24% | 1.25% | 1.26% | Q2 2023 | Q3 2023 | 2 |
FIRST TRUST ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
ASPIRIANT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Miller Investment Management, LP | 2 | 2 | 1.05% | 1.05% | 1.05% | Q1 2021 | Q2 2021 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.12% | 0.16% | Q4 2020 | Q1 2021 | 2 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FSM Wealth Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Truepoint, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2023 | Q1 2023 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2017 | Q1 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q2 2010 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Q3 Asset Management | 1 | 1 | 4.21% | 4.21% | 4.21% | Q4 2017 | Q4 2017 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Catamount Wealth Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2022 | Q3 2022 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Signify Wealth | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2023 | Q2 2023 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q1 2021 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 2.47% | 2.47% | 2.47% | Q1 2022 | Q1 2022 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2021 | Q1 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2016 | Q1 2016 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2020 | Q2 2020 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ACG Wealth | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FOUNDERS BANK & TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Flagship Private Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bank of New Hampshire | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
Warwick Investment Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PFG Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 16.28% | 16.28% | 16.28% | Q4 2020 | Q4 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PETERSON WEALTH MANAGEMENT | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2023 | Q2 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
55I, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2015 | Q4 2015 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2020 | Q4 2020 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SMI Advisory Services, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2021 | Q4 2021 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.