Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 16 | 14 | 0.18% | 0.43% | 0.75% | Q1 2016 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 30 |
LPL Financial LLC | 30 | 30 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 30 |
Apriem Advisors | 30 | 30 | 0.08% | 0.33% | 1.49% | Q2 2016 | Q3 2023 | 30 |
PINNACLE ASSOCIATES LTD | 30 | 30 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Gradient Investments LLC | 30 | 30 | 0.00% | 0.24% | 1.06% | Q2 2016 | Q3 2023 | 30 |
UBS Group AG | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
ROYAL BANK OF CANADA | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
DELTA CAPITAL MANAGEMENT LLC | 30 | 30 | 0.26% | 0.42% | 0.65% | Q2 2016 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 9 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 29 |
Cypress Capital Group | 29 | 29 | 0.06% | 0.16% | 0.27% | Q3 2016 | Q3 2023 | 29 |
Texas Yale Capital Corp. | 29 | 29 | 0.02% | 0.34% | 0.63% | Q3 2016 | Q3 2023 | 29 |
Geneos Wealth Management Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Lido Advisors, LLC | 27 | 27 | 0.02% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 27 |
AMERIPRISE FINANCIAL INC | 22 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 26 | 26 | 0.07% | 0.11% | 0.15% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
CITIGROUP INC | 19 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 25 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 24 |
Chicago Partners Investment Group LLC | 11 | 4 | 0.01% | 0.06% | 0.16% | Q3 2016 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.49% | 1.16% | 1.77% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TCI Wealth Advisors, Inc. | 23 | 23 | 0.01% | 0.07% | 0.30% | Q2 2016 | Q4 2021 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Prospera Financial Services Inc | 22 | 22 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Capital Investment Advisory Services, LLC | 21 | 21 | 0.01% | 0.06% | 0.18% | Q3 2018 | Q3 2023 | 21 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 17 | 4 | 0.07% | 0.13% | 0.38% | Q4 2017 | Q3 2023 | 21 |
Sigma Planning Corp | 11 | 10 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 21 |
Stratos Wealth Partners, LTD. | 18 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 20 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.05% | 0.08% | Q2 2016 | Q4 2021 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.23% | 0.30% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 20 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 1.05% | 1.56% | 1.89% | Q1 2019 | Q3 2023 | 19 |
STIFEL FINANCIAL CORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 15 | 4 | 0.00% | 0.04% | 0.39% | Q2 2016 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 19 |
Janney Montgomery Scott LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
AdvisorNet Financial, Inc | 18 | 18 | 0.00% | 0.10% | 0.18% | Q4 2017 | Q1 2022 | 18 |
Parallel Advisors, LLC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Avidian Wealth Solutions, LLC | 18 | 18 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 18 |
1834 INVESTMENT ADVISORS CO | 18 | 18 | 0.16% | 0.94% | 1.84% | Q2 2019 | Q3 2023 | 18 |
Financial Architects, Inc | 17 | 17 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q2 2020 | 17 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.02% | 0.13% | Q3 2017 | Q3 2023 | 17 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
1ST SOURCE BANK | 16 | 16 | 0.02% | 0.07% | 0.29% | Q2 2016 | Q1 2020 | 16 |
RAYMOND JAMES & ASSOCIATES | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
Mirae Asset Global Investments Co., Ltd. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
Stockman Wealth Management, Inc. | 16 | 16 | 0.12% | 0.37% | 0.65% | Q4 2019 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
US BANCORP \DE\ | 8 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.09% | 0.39% | Q4 2019 | Q3 2023 | 15 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2020 | 14 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q1 2023 | 14 |
Sumitomo Mitsui Trust Holdings, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
STALEY CAPITAL ADVISERS INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2023 | 13 |
WINTRUST INVESTMENTS LLC | 13 | 13 | 0.04% | 0.12% | 0.19% | Q3 2016 | Q3 2019 | 13 |
Capital Analysts, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
Bank of New York Mellon Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Kovack Advisors, Inc. | 12 | 1 | 0.03% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Winslow, Evans & Crocker, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2019 | 13 |
PRUDENTIAL PLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
GOULD ASSET MANAGEMENT LLC /CA/ | 13 | 13 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
American Portfolios Advisors | 7 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 13 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
Patriot Financial Group Insurance Agency, LLC | 8 | 4 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 12 |
AVIANCE CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.32% | 0.48% | 0.78% | Q2 2016 | Q1 2019 | 12 |
SECURITY NATIONAL TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 8 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 12 |
Wealth Alliance | 12 | 12 | 0.08% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Key FInancial Inc | 11 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 12 |
NewEdge Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 12 |
SHEETS SMITH WEALTH MANAGEMENT | 11 | 11 | 0.24% | 0.27% | 0.34% | Q1 2021 | Q3 2023 | 11 |
JPMORGAN CHASE & CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 11 |
Accel Wealth Management | 11 | 11 | 0.11% | 0.17% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Lehman & Derafelo Financial Resources LLC | 9 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2022 | 11 |
FIRST MANHATTAN CO. LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.09% | 0.23% | 0.32% | Q4 2020 | Q2 2023 | 11 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 11 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 11 |
Sound Income Strategies, LLC | 11 | 11 | 0.05% | 0.33% | 0.43% | Q1 2021 | Q3 2023 | 11 |
MUFG Americas Holdings Corp | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 9 | 1 | 1.08% | 1.40% | 2.00% | Q3 2018 | Q3 2022 | 10 |
Newfound Research LLC | 6 | 4 | 0.19% | 1.99% | 5.09% | Q2 2017 | Q4 2019 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SeaCrest Wealth Management, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2021 | 10 |
FIFTH THIRD BANCORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Signature Wealth Management Group | 10 | 10 | 0.54% | 0.57% | 0.61% | Q1 2021 | Q2 2023 | 10 |
Wealthstar Advisors, LLC | 9 | 1 | 0.10% | 0.19% | 0.25% | Q1 2018 | Q2 2021 | 10 |
Foundations Investment Advisors, LLC | 9 | 1 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q1 2023 | 10 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 10 |
Procyon Advisors, LLC | 10 | 10 | 0.56% | 1.02% | 1.93% | Q2 2021 | Q3 2023 | 10 |
FIRST MERCHANTS CORP | 9 | 9 | 0.03% | 0.05% | 0.06% | Q3 2017 | Q3 2019 | 9 |
Castle Rock Wealth Management, LLC | 9 | 9 | 0.22% | 0.27% | 0.33% | Q3 2021 | Q3 2023 | 9 |
SIGNATUREFD, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 9 |
VAN ECK ASSOCIATES CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
NTV ASSET MANAGEMENT LLC | 9 | 9 | 0.40% | 0.47% | 0.56% | Q3 2021 | Q3 2023 | 9 |
GPS Wealth Strategies Group, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Advisors Asset Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 4 | 0.01% | 0.09% | 0.34% | Q1 2021 | Q3 2023 | 9 |
Grandview Asset Management LLC | 8 | 1 | 0.05% | 0.19% | 0.24% | Q1 2021 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 8 |
D.A. DAVIDSON & CO. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 8 |
MONETARY MANAGEMENT GROUP INC | 7 | 1 | 0.04% | 0.05% | 0.10% | Q1 2020 | Q1 2022 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 8 |
Tanager Wealth Management LLP | 8 | 8 | 2.10% | 2.82% | 3.38% | Q4 2021 | Q3 2023 | 8 |
SUMMIT FINANCIAL GROUP, INC. | 8 | 8 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Atria Investments, Inc | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2023 | 8 |
DEUTSCHE BANK AG\ | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 8 |
BB&T SECURITIES, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Simplicity Solutions, LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2020 | 7 |
Future Financial Wealth Managment LLC | 7 | 7 | 1.51% | 2.13% | 2.81% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
O'ROURKE & COMPANY, Inc | 7 | 7 | 0.14% | 0.66% | 1.22% | Q1 2022 | Q3 2023 | 7 |
Investors Research Corp | 7 | 7 | 0.14% | 0.31% | 0.42% | Q1 2022 | Q3 2023 | 7 |
Advisory Resource Group | 6 | 1 | 0.34% | 1.19% | 2.00% | Q4 2018 | Q3 2023 | 7 |
Essex LLC | 7 | 7 | 0.08% | 0.12% | 0.16% | Q3 2021 | Q1 2023 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Lucia Wealth Services, LLC | 7 | 7 | 0.15% | 0.50% | 0.64% | Q3 2018 | Q1 2020 | 7 |
Sugarloaf Wealth Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q2 2021 | 7 |
Brown Advisory Securities, LLC | 7 | 7 | 0.04% | 0.07% | 0.08% | Q3 2016 | Q1 2018 | 7 |
WASHINGTON TRUST BANK | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2018 | 7 |
Ken Stern & Associates, Inc. | 7 | 7 | 0.11% | 0.11% | 0.13% | Q1 2017 | Q3 2018 | 7 |
SFMG, LLC | 7 | 7 | 0.03% | 0.06% | 0.12% | Q1 2021 | Q3 2022 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Western Wealth Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.09% | 0.17% | Q3 2016 | Q3 2019 | 6 |
INVESTMENT CENTERS OF AMERICA INC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q2 2016 | Q3 2017 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Sheaff Brock Investment Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q4 2017 | 6 |
ATLAS CAPITAL ADVISORS LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 6 |
BAR HARBOR TRUST SERVICES | 6 | 6 | 0.32% | 0.45% | 0.49% | Q2 2016 | Q3 2017 | 6 |
XML Financial, LLC | 6 | 6 | 0.32% | 0.34% | 0.36% | Q4 2019 | Q1 2021 | 6 |
Realta Investment Advisors | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 6 |
Stonebridge Financial Planning Group, LLC | 6 | 6 | 0.14% | 0.17% | 0.19% | Q2 2022 | Q3 2023 | 6 |
RS CRUM INC. | 6 | 6 | 0.33% | 2.04% | 6.84% | Q2 2022 | Q3 2023 | 6 |
HAZLETT, BURT & WATSON, INC. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2023 | 6 |
IBEX WEALTH ADVISORS | 4 | 1 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q4 2021 | 6 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q1 2020 | 6 |
Bluefin Trading, LLC | 3 | 1 | 0.01% | 0.06% | 0.10% | Q2 2017 | Q4 2019 | 6 |
CreativeOne Wealth, LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 6 |
MY Wealth Management Inc. | 6 | 6 | 0.36% | 13.75% | 20.07% | Q2 2022 | Q3 2023 | 6 |
1900 WEALTH MANAGEMENT LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Marshall Financial Group LLC | 6 | 6 | 0.09% | 0.17% | 0.27% | Q3 2021 | Q4 2022 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.04% | 0.11% | 0.30% | Q1 2022 | Q2 2023 | 6 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Trinity Legacy Partners, LLC | 5 | 5 | 0.15% | 0.23% | 0.32% | Q4 2018 | Q4 2019 | 5 |
FDx Advisors, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q4 2017 | 5 |
Raleigh Capital Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
REGENTATLANTIC CAPITAL LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2018 | 5 |
MayTech Global Investments, LLC | 5 | 5 | 0.21% | 0.29% | 0.37% | Q2 2021 | Q2 2022 | 5 |
CONGRESS ASSET MANAGEMENT CO /MA | 5 | 5 | 0.01% | 0.05% | 0.07% | Q1 2020 | Q1 2021 | 5 |
iAB Financial Bank | 5 | 5 | 0.17% | 0.19% | 0.21% | Q2 2016 | Q2 2017 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 5 |
Orion Capital Management LLC | 5 | 5 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q4 2021 | 5 |
First Horizon Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BCS Wealth Management | 5 | 5 | 0.59% | 0.63% | 0.72% | Q4 2019 | Q4 2020 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Creative Planning | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
GLENMEDE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Mid-American Wealth Advisory Group, Inc. | 2 | 2 | 0.46% | 3.38% | 5.45% | Q4 2021 | Q3 2023 | 4 |
SII INVESTMENTS INC/WI | 4 | 4 | 0.03% | 0.06% | 0.07% | Q4 2016 | Q3 2017 | 4 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
Beaumont Financial Partners, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.01% | 0.04% | 0.09% | Q1 2022 | Q4 2022 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 4 |
Executive Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.01% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Powell Investment Advisors, LLC | 4 | 4 | 0.79% | 0.86% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Pasadena Private Wealth, LLC | 4 | 4 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
PrairieView Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q4 2022 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2016 | Q3 2017 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Evanson Asset Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q1 2021 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.03% | 0.06% | 0.08% | Q2 2018 | Q1 2019 | 3 |
Alpha Cubed Investments, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
State of Wisconsin - Board of Commissioners of Public Lands | 3 | 3 | 6.10% | 6.21% | 6.34% | Q1 2023 | Q3 2023 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2016 | 3 |
HANCOCK WHITNEY CORP | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q1 2021 | 3 |
Core Wealth Partners LLC | 3 | 3 | 0.43% | 0.48% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Gilman Hill Asset Management, LLC | 3 | 3 | 0.20% | 0.95% | 2.36% | Q1 2020 | Q3 2020 | 3 |
Stewardship Advisors, LLC | 3 | 3 | 0.20% | 0.32% | 0.56% | Q4 2021 | Q2 2022 | 3 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Cetera Investment Advisers | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
SWM Advisors | 3 | 3 | 0.20% | 0.23% | 0.26% | Q4 2021 | Q2 2022 | 3 |
WASATCH ADVISORS LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
FinTrust Capital Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2021 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Riggs Asset Managment Co. Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Lloyd Advisory Services, LLC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
PARK AVENUE SECURITIES LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Semmax Financial Advisors Inc. | 3 | 3 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 3 |
Fusion Family Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
RFG HOLDINGS, INC. | 2 | 1 | 0.24% | 2.62% | 3.86% | Q4 2020 | Q4 2021 | 3 |
Brinker Capital Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Beaumont Financial Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Sightline Wealth Advisors, LLC | 3 | 3 | 0.24% | 0.74% | 1.04% | Q1 2022 | Q3 2022 | 3 |
McIlrath & Eck, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q1 2020 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Trek Financial, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2022 | 2 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.20% | 0.31% | 0.42% | Q4 2022 | Q3 2023 | 2 |
LMCG INVESTMENTS, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q1 2022 | Q2 2022 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.05% | 0.08% | 0.12% | Q4 2017 | Q1 2018 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Bison Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Southern Farm Bureau Life Insurance | 2 | 2 | 0.42% | 0.48% | 0.54% | Q4 2020 | Q1 2021 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2017 | 2 |
Davis Capital Management | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2020 | 2 |
1620 INVESTMENT ADVISORS, INC. | 2 | 2 | 0.76% | 0.77% | 0.78% | Q4 2021 | Q1 2022 | 2 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 2 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.35% | 0.42% | Q1 2022 | Q1 2023 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
XML SECURITIES, LLC | 2 | 2 | 1.67% | 1.79% | 1.91% | Q4 2017 | Q1 2018 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Hofer & Associates. Inc | 2 | 2 | 0.24% | 0.25% | 0.25% | Q2 2023 | Q3 2023 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Financial Advocates Investment Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Alaethes Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 2 |
Wakefield Asset Management LLLP | 2 | 2 | 1.05% | 1.15% | 1.25% | Q4 2022 | Q1 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.00% | 0.04% | 0.09% | Q4 2021 | Q2 2022 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
HOWARD WEALTH MANAGEMENT, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Golden Green, Inc. | 2 | 2 | 0.28% | 0.66% | 1.04% | Q4 2020 | Q1 2021 | 2 |
Brendel Financial Advisors LLC | 2 | 2 | 4.09% | 4.24% | 4.39% | Q2 2023 | Q3 2023 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q1 2022 | 2 |
Citizens Business Bank | 1 | 1 | 0.03% | 0.40% | 0.78% | Q1 2021 | Q4 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
COLLECTIVE FAMILY OFFICE LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Moran Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2022 | Q1 2022 | 1 |
SNS Financial Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Cadent Capital Advisors, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2023 | Q3 2023 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Liberty Capital Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
KMG FIDUCIARY PARTNERS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own VANECK VECTORS ETF TR or have owned VANECK VECTORS ETF TR in the past.