Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 30 |
UBS Group AG | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Geneos Wealth Management Inc. | 30 | 30 | 0.03% | 0.20% | 0.68% | Q2 2016 | Q3 2023 | 30 |
Advisors Asset Management, Inc. | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.04% | 0.10% | Q1 2016 | Q3 2023 | 30 |
ENVESTNET ASSET MANAGEMENT INC | 30 | 30 | 0.01% | 0.05% | 0.13% | Q2 2016 | Q3 2023 | 30 |
Gradient Investments LLC | 30 | 30 | 0.00% | 0.74% | 2.51% | Q2 2016 | Q3 2023 | 30 |
LPL Financial LLC | 30 | 30 | 0.03% | 0.05% | 0.10% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
OPPENHEIMER & CO INC | 29 | 29 | 0.01% | 0.04% | 0.17% | Q3 2016 | Q3 2023 | 29 |
JPMORGAN CHASE & CO | 19 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 29 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 28 |
Cambridge Investment Research Advisors, Inc. | 28 | 28 | 0.01% | 0.06% | 0.15% | Q4 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
ASSETMARK, INC | 28 | 28 | 0.00% | 0.10% | 0.61% | Q4 2016 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 28 | 28 | 0.01% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 28 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.07% | 0.19% | 0.64% | Q3 2016 | Q3 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 27 | 27 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 27 |
ARGI Investment Services, LLC | 27 | 27 | 1.58% | 1.95% | 2.78% | Q2 2016 | Q4 2022 | 27 |
AE Wealth Management LLC | 27 | 27 | 0.10% | 1.64% | 7.12% | Q1 2017 | Q3 2023 | 27 |
MATHER GROUP, LLC. | 17 | 10 | 0.26% | 2.61% | 4.20% | Q4 2016 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.06% | 0.13% | Q2 2017 | Q3 2023 | 26 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Mirae Asset Global Investments Co., Ltd. | 26 | 26 | 0.00% | 0.03% | 0.21% | Q2 2017 | Q3 2023 | 26 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 26 |
Atria Investments, Inc | 13 | 1 | 0.02% | 0.16% | 0.62% | Q2 2016 | Q3 2023 | 26 |
Capital Investment Advisors, LLC | 25 | 25 | 0.02% | 1.46% | 3.04% | Q4 2017 | Q4 2023 | 25 |
CITIGROUP INC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Family Legacy, Inc. | 24 | 1 | 0.79% | 1.43% | 1.82% | Q2 2017 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 24 | 1 | 0.01% | 0.04% | 0.19% | Q2 2016 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Ancora Advisors LLC | 25 | 25 | 0.02% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 25 |
CWM, LLC | 16 | 8 | 0.00% | 0.06% | 0.12% | Q3 2017 | Q3 2023 | 24 |
Trilogy Capital Inc. | 24 | 24 | 0.74% | 1.22% | 2.01% | Q4 2017 | Q3 2023 | 24 |
Horan Securities, Inc. | 11 | 6 | 0.00% | 0.03% | 0.18% | Q1 2017 | Q2 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Patriot Financial Group Insurance Agency, LLC | 21 | 2 | 0.01% | 0.05% | 0.13% | Q2 2017 | Q3 2023 | 23 |
STIFEL FINANCIAL CORP | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Global Retirement Partners, LLC | 16 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Allworth Financial LP | 22 | 1 | 0.00% | 0.06% | 0.16% | Q1 2017 | Q3 2023 | 23 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 23 |
Baird Financial Group, Inc. | 17 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 22 |
Transamerica Financial Advisors, Inc. | 11 | 1 | 0.00% | 0.47% | 1.37% | Q2 2016 | Q3 2023 | 22 |
SeaCrest Wealth Management, LLC | 22 | 22 | 0.08% | 0.16% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Cardan Capital Partners, LLC | 22 | 22 | 0.78% | 2.15% | 6.20% | Q2 2016 | Q3 2021 | 22 |
CAHILL FINANCIAL ADVISORS INC | 22 | 22 | 0.07% | 0.25% | 0.55% | Q3 2016 | Q4 2021 | 22 |
NOMURA ASSET MANAGEMENT CO LTD | 8 | 2 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q3 2023 | 22 |
Migdal Insurance & Financial Holdings Ltd. | 17 | 5 | 0.00% | 0.17% | 0.64% | Q4 2016 | Q3 2023 | 22 |
Cetera Advisors LLC | 14 | 8 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 1.16% | Q3 2018 | Q3 2023 | 21 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.12% | 0.43% | Q3 2017 | Q3 2023 | 21 |
Janney Montgomery Scott LLC | 16 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 21 |
Stratos Wealth Partners, LTD. | 14 | 7 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 21 |
FMR LLC | 18 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 21 |
Jaffetilchin Investment Partners, LLC | 15 | 6 | 0.07% | 0.90% | 3.40% | Q4 2016 | Q3 2023 | 21 |
IHT Wealth Management, LLC | 10 | 1 | 0.01% | 0.08% | 0.15% | Q4 2016 | Q3 2023 | 20 |
WealthShield Partners, LLC | 9 | 3 | 0.00% | 0.32% | 2.22% | Q4 2017 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.05% | 0.09% | 0.21% | Q4 2017 | Q3 2022 | 20 |
FAS Wealth Partners, Inc. | 20 | 20 | 0.06% | 0.39% | 0.75% | Q4 2018 | Q3 2023 | 20 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 19 | 1 | 0.02% | 0.46% | 1.75% | Q3 2018 | Q3 2023 | 20 |
Winslow, Evans & Crocker, Inc. | 19 | 19 | 0.01% | 0.09% | 0.21% | Q2 2016 | Q4 2020 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 19 |
OXFORD FINANCIAL GROUP, LTD. LLC | 19 | 19 | 0.03% | 3.68% | 8.25% | Q3 2017 | Q1 2022 | 19 |
Stadion Money Management, LLC | 19 | 19 | 0.08% | 0.13% | 0.19% | Q3 2016 | Q1 2021 | 19 |
CONNING INC. | 19 | 19 | 0.11% | 0.17% | 0.36% | Q1 2019 | Q3 2023 | 19 |
US BANCORP \DE\ | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 19 |
CIBC Asset Management Inc | 19 | 19 | 0.00% | 0.04% | 0.13% | Q4 2018 | Q2 2023 | 19 |
State of Tennessee, Treasury Department | 15 | 4 | 0.00% | 0.22% | 0.46% | Q4 2017 | Q3 2023 | 19 |
Continuum Advisory, LLC | 19 | 19 | 0.14% | 0.22% | 0.33% | Q1 2019 | Q3 2023 | 19 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.01% | 0.75% | 3.41% | Q2 2016 | Q3 2023 | 18 |
BLAIR WILLIAM & CO/IL | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
FIFTH THIRD BANCORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
Advisory Services Network, LLC | 12 | 1 | 0.00% | 0.11% | 0.29% | Q2 2017 | Q3 2023 | 18 |
TOMPKINS FINANCIAL CORP | 10 | 8 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2023 | 18 |
Fluent Financial, LLC | 12 | 6 | 0.11% | 1.96% | 3.66% | Q2 2018 | Q1 2023 | 18 |
HCR Wealth Advisors | 18 | 18 | 0.08% | 0.11% | 0.19% | Q4 2017 | Q1 2022 | 18 |
Cetera Advisor Networks LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
MASSMUTUAL TRUST CO FSB/ADV | 17 | 1 | 0.00% | 0.21% | 0.41% | Q2 2019 | Q4 2023 | 18 |
GUGGENHEIM CAPITAL LLC | 17 | 17 | 0.00% | 0.07% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 17 |
Simplicity Solutions, LLC | 14 | 1 | 0.03% | 2.12% | 7.37% | Q1 2017 | Q1 2022 | 17 |
RWA WEALTH PARTNERS, LLC | 7 | 1 | 0.10% | 1.02% | 1.66% | Q3 2017 | Q3 2023 | 17 |
Financial Advocates Investment Management | 8 | 2 | 0.02% | 0.07% | 0.14% | Q4 2017 | Q3 2023 | 17 |
Astor Investment Management LLC | 14 | 1 | 0.00% | 0.07% | 0.21% | Q3 2016 | Q1 2022 | 17 |
BlackRock Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 17 |
PFG Advisors | 17 | 17 | 0.05% | 0.13% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Hanlon Investment Management, Inc. | 7 | 1 | 0.81% | 3.25% | 10.73% | Q2 2016 | Q2 2023 | 17 |
Dynamic Advisor Solutions LLC | 14 | 2 | 0.03% | 0.15% | 0.24% | Q1 2018 | Q3 2023 | 16 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.07% | 1.38% | 4.63% | Q2 2019 | Q3 2023 | 16 |
DFPG INVESTMENTS, LLC | 15 | 1 | 0.02% | 0.13% | 0.24% | Q1 2019 | Q1 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 16 | 16 | 0.00% | 0.02% | 0.11% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Cetera Investment Advisers | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
GOLDMAN SACHS GROUP INC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 16 |
Wela Strategies, Inc. | 16 | 16 | 1.84% | 2.45% | 3.37% | Q1 2020 | Q4 2023 | 16 |
GeoWealth Management, LLC | 16 | 16 | 0.08% | 0.49% | 1.24% | Q4 2019 | Q3 2023 | 16 |
Janney Capital Management LLC | 9 | 7 | 0.27% | 1.21% | 2.05% | Q4 2016 | Q3 2023 | 16 |
Donoghue Forlines LLC | 12 | 4 | 0.13% | 0.95% | 1.75% | Q4 2017 | Q3 2023 | 16 |
Private Advisor Group, LLC | 12 | 1 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 15 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 15 | 0.01% | 0.21% | 0.34% | Q4 2016 | Q2 2020 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.20% | 0.31% | Q2 2016 | Q4 2019 | 15 |
CLEAR INVESTMENT RESEARCH, LLC | 15 | 15 | 0.00% | 2.30% | 4.88% | Q1 2020 | Q3 2023 | 15 |
EVERGREEN CAPITAL MANAGEMENT LLC | 15 | 15 | 1.65% | 2.76% | 4.06% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
TFG Advisers LLC | 14 | 1 | 0.08% | 0.37% | 0.50% | Q4 2019 | Q3 2023 | 15 |
MGO ONE SEVEN LLC | 7 | 2 | 0.02% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 15 |
M Holdings Securities, Inc. | 6 | 3 | 0.06% | 0.39% | 0.67% | Q2 2017 | Q2 2023 | 15 |
Vista Private Wealth Partners. LLC | 14 | 14 | 0.24% | 1.11% | 1.80% | Q2 2020 | Q3 2023 | 14 |
SHEPHERD KAPLAN KROCHUK, LLC | 14 | 14 | 3.13% | 4.65% | 7.04% | Q2 2020 | Q3 2023 | 14 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.07% | 0.22% | Q3 2017 | Q3 2022 | 14 |
AdvisorNet Financial, Inc | 12 | 1 | 0.00% | 0.03% | 0.35% | Q4 2017 | Q2 2022 | 14 |
Sowell Financial Services LLC | 10 | 4 | 0.01% | 0.12% | 0.48% | Q3 2019 | Q2 2023 | 14 |
CULLEN/FROST BANKERS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BCS Wealth Management | 14 | 14 | 0.19% | 0.53% | 0.86% | Q2 2020 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 14 | 14 | 0.00% | 0.17% | 0.65% | Q2 2020 | Q3 2023 | 14 |
New Potomac Partners, LLC | 14 | 14 | 1.55% | 1.84% | 2.07% | Q2 2020 | Q3 2023 | 14 |
Csenge Advisory Group | 10 | 4 | 0.07% | 0.11% | 0.16% | Q3 2019 | Q3 2023 | 14 |
Sigma Planning Corp | 13 | 1 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 14 |
WRAPMANAGER INC | 14 | 14 | 1.50% | 1.91% | 2.25% | Q2 2020 | Q3 2023 | 14 |
CAPITAL WEALTH MANAGEMENT, LLC | 14 | 14 | 0.22% | 0.43% | 0.57% | Q2 2020 | Q3 2023 | 14 |
Archer Investment Corp | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
NEXT Financial Group, Inc | 14 | 14 | 0.00% | 0.21% | 0.42% | Q3 2018 | Q4 2021 | 14 |
Sargent Bickham Lagudis LLC | 13 | 1 | 0.00% | 1.78% | 2.18% | Q4 2016 | Q4 2022 | 14 |
Global Endowment Management, LP | 14 | 14 | 0.09% | 0.20% | 0.46% | Q2 2020 | Q3 2023 | 14 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 14 | 14 | 2.90% | 4.02% | 5.70% | Q4 2019 | Q1 2023 | 14 |
WHITE PINE CAPITAL LLC | 14 | 14 | 0.20% | 0.27% | 0.33% | Q2 2020 | Q3 2023 | 14 |
Visionary Wealth Advisors | 14 | 14 | 0.03% | 0.40% | 0.71% | Q4 2019 | Q1 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.04% | 0.32% | 0.79% | Q1 2017 | Q2 2020 | 14 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
SCOTIA CAPITAL INC. | 14 | 14 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Venturi Wealth Management, LLC | 14 | 14 | 0.06% | 0.33% | 1.13% | Q2 2020 | Q3 2023 | 14 |
Ausdal Financial Partners, Inc. | 13 | 13 | 0.08% | 0.21% | 0.38% | Q3 2020 | Q3 2023 | 13 |
MEITAV INVESTMENT HOUSE LTD | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 13 |
WEALTHSOURCE PARTNERS, LLC | 7 | 1 | 0.02% | 0.09% | 0.20% | Q1 2017 | Q4 2021 | 13 |
HUNTINGTON NATIONAL BANK | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 13 |
HighTower Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 13 |
Blue Edge Capital, LLC | 13 | 13 | 0.76% | 0.99% | 1.43% | Q3 2020 | Q3 2023 | 13 |
Western Wealth Management, LLC | 8 | 5 | 0.02% | 0.07% | 0.23% | Q4 2018 | Q3 2023 | 13 |
NovaPoint Capital, LLC | 13 | 13 | 0.47% | 0.80% | 1.08% | Q3 2020 | Q3 2023 | 13 |
TOEWS CORP /ADV | 3 | 1 | 0.12% | 1.02% | 1.90% | Q2 2018 | Q2 2023 | 13 |
Steward Partners Investment Advisory, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
Aspire Private Capital, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Sound Income Strategies, LLC | 13 | 13 | 0.01% | 1.14% | 3.10% | Q3 2020 | Q3 2023 | 13 |
Lowe Wealth Advisors, LLC | 13 | 13 | 0.00% | 0.38% | 0.94% | Q2 2020 | Q2 2023 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 2 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 13 |
Avion Wealth | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Virtue Capital Management, LLC | 7 | 1 | 0.16% | 0.53% | 0.96% | Q1 2018 | Q1 2023 | 13 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 9 | 1 | 0.05% | 3.67% | 36.51% | Q2 2019 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.05% | 0.16% | 0.39% | Q4 2020 | Q3 2023 | 12 |
VICUS CAPITAL | 8 | 4 | 0.11% | 0.24% | 0.51% | Q2 2018 | Q1 2022 | 12 |
Sunburst Financial Group, LLC | 12 | 12 | 0.14% | 0.26% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Belpointe Asset Management LLC | 11 | 1 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q1 2023 | 12 |
Accel Wealth Management | 12 | 12 | 1.04% | 1.57% | 2.12% | Q4 2020 | Q3 2023 | 12 |
Coco Enterprises, LLC | 12 | 12 | 1.70% | 2.43% | 3.72% | Q4 2020 | Q3 2023 | 12 |
Deseret Mutual Benefit Administrators | 12 | 12 | 8.30% | 14.62% | 24.72% | Q4 2020 | Q3 2023 | 12 |
Financial Insights, Inc. | 12 | 12 | 0.17% | 0.35% | 0.52% | Q4 2019 | Q3 2022 | 12 |
1834 INVESTMENT ADVISORS CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 12 |
US FINANCIAL ADVISORS, LLC | 12 | 12 | 1.16% | 1.84% | 2.50% | Q4 2020 | Q3 2023 | 12 |
Private Capital Group, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.30% | 0.98% | 2.12% | Q4 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.00% | 1.25% | 2.21% | Q4 2020 | Q3 2023 | 12 |
Sumitomo Mitsui Trust Holdings, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 12 |
Pensionmark Financial Group, LLC | 12 | 12 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Surevest, LLC | 12 | 12 | 0.09% | 0.66% | 1.23% | Q4 2019 | Q3 2022 | 12 |
PROTECTIVE LIFE CORP | 12 | 12 | 0.30% | 0.39% | 0.46% | Q3 2020 | Q2 2023 | 12 |
Southern Farm Bureau Life Insurance | 12 | 12 | 4.92% | 6.12% | 9.05% | Q4 2020 | Q3 2023 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 0.23% | 0.40% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Moors & Cabot, Inc. | 5 | 3 | 0.01% | 0.15% | 0.26% | Q3 2017 | Q1 2023 | 12 |
Perigon Wealth Management, LLC | 11 | 1 | 0.02% | 0.17% | 0.41% | Q3 2011 | Q1 2023 | 12 |
American Financial Advisors, LLC | 12 | 12 | 0.18% | 2.08% | 3.58% | Q4 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 1.14% | 1.55% | 2.14% | Q4 2020 | Q3 2023 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 12 |
Wealthstreet Investment Advisors, LLC | 11 | 11 | 0.01% | 0.08% | 0.12% | Q3 2019 | Q1 2022 | 11 |
Allianz Investment Management U.S. LLC | 11 | 11 | 0.38% | 1.69% | 5.74% | Q1 2021 | Q3 2023 | 11 |
Banque Cantonale Vaudoise | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Allianz Asset Management GmbH | 5 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.06% | 0.42% | 0.88% | Q1 2021 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Capstone Triton Financial Group, LLC | 7 | 4 | 2.58% | 3.56% | 4.62% | Q4 2020 | Q3 2023 | 11 |
ALLIANCEBERNSTEIN L.P. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Avitas Wealth Management LLC | 7 | 4 | 1.28% | 1.78% | 2.63% | Q2 2020 | Q3 2023 | 11 |
FINANCIAL MANAGEMENT NETWORK INC | 11 | 11 | 0.13% | 0.24% | 0.39% | Q1 2021 | Q3 2023 | 11 |
Mutual Advisors, LLC | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.02% | 0.43% | 1.12% | Q1 2018 | Q3 2020 | 11 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
DEUTSCHE BANK AG\ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 11 |
WEBSTER BANK, N. A. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Sandy Spring Bank | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BANK OF NOVA SCOTIA | 10 | 1 | 0.01% | 0.12% | 0.34% | Q3 2017 | Q3 2022 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.16% | 0.35% | 0.55% | Q4 2019 | Q2 2022 | 11 |
SIGNATUREFD, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Aveo Capital Partners, LLC | 11 | 11 | 0.22% | 1.41% | 2.12% | Q1 2021 | Q3 2023 | 11 |
Brookstone Capital Management | 9 | 1 | 0.02% | 0.09% | 0.30% | Q1 2018 | Q3 2021 | 10 |
Horizon Investments, LLC | 5 | 1 | 0.43% | 1.01% | 1.38% | Q3 2020 | Q3 2023 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 10 |
SHEETS SMITH WEALTH MANAGEMENT | 10 | 10 | 0.20% | 0.32% | 0.50% | Q2 2021 | Q3 2023 | 10 |
Performa Ltd (US), LLC | 10 | 10 | 0.20% | 2.49% | 4.20% | Q2 2021 | Q3 2023 | 10 |
Fulcrum Equity Management | 7 | 1 | 0.12% | 1.00% | 2.16% | Q3 2019 | Q1 2023 | 10 |
CSM Advisors, LLC | 10 | 10 | 0.10% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 10 |
B. Riley Wealth Advisors, Inc. | 7 | 1 | 0.01% | 0.05% | 0.11% | Q1 2018 | Q4 2022 | 10 |
First Allied Advisory Services, Inc. | 9 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2020 | 10 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
WEDBUSH SECURITIES INC | 10 | 10 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q2 2022 | 10 |
Vestmark Advisory Solutions, Inc. | 7 | 3 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.01% | 0.28% | 2.38% | Q4 2019 | Q1 2022 | 10 |
First Horizon Advisors, Inc. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Betterment LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Institute for Wealth Management, LLC. | 10 | 10 | 0.09% | 0.20% | 0.42% | Q4 2017 | Q1 2020 | 10 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 10 | 10 | 0.09% | 0.67% | 0.91% | Q4 2020 | Q1 2023 | 10 |
TOWNSQUARE CAPITAL LLC | 10 | 10 | 0.03% | 0.12% | 0.26% | Q4 2018 | Q1 2021 | 10 |
SECURIAN ASSET MANAGEMENT, INC | 4 | 3 | 0.00% | 0.05% | 0.11% | Q1 2020 | Q4 2022 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.13% | 0.29% | 0.42% | Q4 2020 | Q3 2023 | 10 |
NSI Retail Advisors, LLC | 10 | 10 | 0.21% | 0.31% | 0.39% | Q2 2021 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 6 | 1 | 0.00% | 0.06% | 0.19% | Q4 2019 | Q1 2023 | 10 |
David J Yvars Group | 10 | 10 | 0.25% | 0.34% | 0.50% | Q2 2021 | Q3 2023 | 10 |
HSBC HOLDINGS PLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
FARMERS & MERCHANTS INVESTMENTS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Stockman Wealth Management, Inc. | 9 | 9 | 0.14% | 0.17% | 0.22% | Q1 2021 | Q1 2023 | 9 |
EPG Wealth Management LLC | 5 | 1 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.11% | 0.97% | Q2 2021 | Q3 2023 | 9 |
DELPHI FINANCIAL GROUP, INC. | 9 | 9 | 0.90% | 1.78% | 2.63% | Q2 2020 | Q2 2022 | 9 |
Teamwork Financial Advisors, LLC | 9 | 9 | 0.09% | 0.23% | 0.65% | Q4 2019 | Q4 2021 | 9 |
Newbridge Financial Services Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Snider Financial Group | 9 | 9 | 0.44% | 1.14% | 1.58% | Q3 2021 | Q3 2023 | 9 |
Elevated Capital Advisors, LLC | 3 | 1 | 0.26% | 0.37% | 0.75% | Q1 2019 | Q3 2023 | 9 |
Legacy Financial Group LLC | 8 | 1 | 0.02% | 0.25% | 0.39% | Q4 2020 | Q3 2023 | 9 |
Larson Financial Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Strategic Investment Advisors / MI | 9 | 9 | 0.14% | 0.44% | 0.56% | Q4 2018 | Q4 2020 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.16% | 0.21% | 0.32% | Q4 2021 | Q4 2023 | 9 |
Equitable Holdings, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 9 |
WBI INVESTMENTS, LLC | 8 | 1 | 0.16% | 2.66% | 6.36% | Q4 2019 | Q1 2022 | 9 |
Tranquilli Financial Advisor LLC | 5 | 4 | 0.30% | 0.80% | 1.04% | Q1 2021 | Q3 2023 | 9 |
Value Monitoring, Inc. | 4 | 2 | 3.86% | 26.66% | 50.02% | Q4 2016 | Q1 2022 | 9 |
Arete Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2023 | 9 |
Morningstar Investment Services LLC | 5 | 4 | 0.12% | 0.16% | 0.31% | Q3 2020 | Q3 2023 | 9 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 4 | 0.04% | 0.09% | 0.16% | Q1 2021 | Q3 2023 | 9 |
Kaizen Financial Strategies | 9 | 9 | 0.18% | 0.21% | 0.25% | Q3 2021 | Q3 2023 | 9 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 4 | 2 | 0.09% | 0.63% | 0.95% | Q3 2017 | Q2 2022 | 9 |
Certified Advisory Corp | 4 | 1 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 9 |
Ameritas Investment Company, LLC | 4 | 2 | 0.01% | 0.32% | 0.64% | Q4 2018 | Q3 2021 | 9 |
TimeScale Financial, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 9 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 5 | 4 | 0.63% | 1.19% | 1.88% | Q1 2021 | Q3 2023 | 9 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.05% | 0.14% | Q4 2019 | Q3 2023 | 9 |
VAN ECK ASSOCIATES CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Baker Ellis Asset Management LLC | 9 | 9 | 0.12% | 0.21% | 0.28% | Q3 2021 | Q3 2023 | 9 |
Silverleafe Capital Partners, LLC | 8 | 1 | 0.48% | 1.69% | 2.18% | Q4 2019 | Q1 2022 | 9 |
Arrow Investment Advisors, LLC | 5 | 1 | 0.19% | 1.01% | 2.44% | Q4 2016 | Q4 2019 | 9 |
Lokken Investment Group LLC | 5 | 1 | 0.34% | 1.25% | 3.17% | Q1 2012 | Q3 2023 | 9 |
Parkside Financial Bank & Trust | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 9 |
PALLADIEM, LLC | 9 | 9 | 0.40% | 5.24% | 10.24% | Q4 2020 | Q4 2022 | 9 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 4 | 0.12% | 0.27% | 0.52% | Q1 2019 | Q1 2022 | 9 |
Essex LLC | 9 | 9 | 1.10% | 1.92% | 2.71% | Q3 2021 | Q3 2023 | 9 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
CREDIT SUISSE AG/ | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 9 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 0.12% | 0.16% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 1.52% | 2.04% | 2.38% | Q4 2021 | Q3 2023 | 8 |
PFS INVESTMENTS INC. | 5 | 3 | 0.17% | 0.44% | 0.57% | Q1 2021 | Q2 2023 | 8 |
Symphony Financial, Ltd. Co. | 7 | 1 | 1.25% | 1.70% | 1.99% | Q2 2021 | Q3 2023 | 8 |
Stolper Co | 8 | 8 | 0.20% | 0.22% | 0.26% | Q3 2020 | Q2 2022 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 1.27% | 1.60% | 2.32% | Q4 2021 | Q3 2023 | 8 |
Gladstone Institutional Advisory LLC | 8 | 8 | 0.01% | 0.06% | 0.10% | Q2 2020 | Q1 2022 | 8 |
BEAM WEALTH ADVISORS, INC. | 8 | 8 | 0.50% | 0.59% | 0.70% | Q4 2019 | Q3 2021 | 8 |
Darwin Wealth Management, LLC | 7 | 1 | 0.01% | 1.63% | 2.60% | Q1 2020 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.88% | 1.35% | 2.52% | Q4 2021 | Q3 2023 | 8 |
ROVIN CAPITAL /UT/ /ADV | 8 | 8 | 0.41% | 0.50% | 0.64% | Q4 2021 | Q3 2023 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 1 | 0.01% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 8 |
Capital Investment Advisory Services, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2020 | 8 |
Miracle Mile Advisors, LLC | 8 | 8 | 0.02% | 0.14% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.06% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Ellis Investment Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.18% | 0.20% | 0.21% | Q4 2021 | Q3 2023 | 8 |
BB&T SECURITIES, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Claraphi Advisory Network, LLC | 8 | 8 | 0.12% | 0.94% | 3.29% | Q1 2020 | Q4 2021 | 8 |
Bank of New York Mellon Corp | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 8 |
CAPTRUST FINANCIAL ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
RiverFront Investment Group, LLC | 7 | 1 | 0.32% | 0.66% | 0.91% | Q4 2020 | Q3 2023 | 8 |
Biltmore Family Office, LLC | 4 | 4 | 0.00% | 1.42% | 4.39% | Q3 2019 | Q3 2023 | 8 |
Peak Capital Management LLC | 8 | 8 | 7.90% | 10.15% | 15.76% | Q2 2018 | Q1 2020 | 8 |
PSI Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
WHITTIER TRUST CO OF NEVADA INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Source Financial Advisors LLC | 7 | 1 | 0.13% | 0.24% | 0.29% | Q4 2020 | Q3 2023 | 8 |
LINCOLN NATIONAL CORP | 8 | 8 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q1 2023 | 8 |
Laurel Wealth Advisors, Inc. | 8 | 8 | 0.10% | 0.74% | 1.08% | Q1 2021 | Q4 2022 | 8 |
Signify Wealth | 6 | 1 | 13.02% | 20.52% | 26.70% | Q4 2020 | Q1 2023 | 7 |
Nan Shan Life Insurance Co., Ltd. | 7 | 7 | 0.04% | 0.07% | 0.09% | Q2 2018 | Q4 2019 | 7 |
Hudock, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Ferguson Shapiro LLC | 7 | 7 | 1.27% | 3.20% | 6.07% | Q2 2020 | Q4 2021 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.22% | 0.30% | 0.43% | Q3 2020 | Q1 2022 | 7 |
Valeo Financial Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.09% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 7 |
SOL Capital Management CO | 7 | 7 | 0.36% | 0.37% | 0.38% | Q1 2018 | Q3 2019 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Goodman Advisory Group, LLC | 7 | 7 | 0.00% | 0.66% | 2.34% | Q4 2021 | Q2 2023 | 7 |
American Trust | 7 | 7 | 0.03% | 0.18% | 0.26% | Q1 2022 | Q3 2023 | 7 |
MY Wealth Management Inc. | 6 | 1 | 0.24% | 7.67% | 12.29% | Q4 2021 | Q3 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 7 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Baker Avenue Asset Management, LP | 6 | 1 | 0.00% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 7 |
Capital Asset Advisory Services LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q4 2021 | 7 |
Smart Money Group LLC | 7 | 7 | 0.37% | 0.66% | 0.89% | Q2 2020 | Q4 2021 | 7 |
Graves Light Lenhart Wealth, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 7 |
CENTAURUS FINANCIAL, INC. | 4 | 1 | 0.00% | 0.08% | 0.16% | Q2 2018 | Q3 2021 | 7 |
Alpha Cubed Investments, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Eudaimonia Partners, LLC | 5 | 2 | 0.03% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 7 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 4 | 3 | 0.34% | 1.94% | 3.32% | Q4 2021 | Q3 2023 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 7 | 7 | 0.26% | 0.31% | 0.37% | Q3 2020 | Q1 2022 | 7 |
Covenant Partners, LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q1 2022 | 7 |
1832 Asset Management L.P. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
State of New Jersey Common Pension Fund D | 7 | 7 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q1 2022 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Beaumont Financial Partners, LLC | 7 | 7 | 0.06% | 0.28% | 0.37% | Q1 2021 | Q3 2022 | 7 |
ProVise Management Group, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.12% | 0.21% | Q1 2022 | Q3 2023 | 7 |
CWH Capital Management, Inc. | 7 | 7 | 0.18% | 1.86% | 3.57% | Q2 2016 | Q4 2017 | 7 |
TCF National Bank | 7 | 7 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q1 2021 | 7 |
CMC Financial Group | 7 | 7 | 0.38% | 20.19% | 28.65% | Q4 2020 | Q2 2022 | 7 |
Prestige Wealth Management Group LLC | 7 | 7 | 0.01% | 0.10% | 0.33% | Q2 2020 | Q4 2021 | 7 |
Marcum Wealth, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q2 2022 | 6 |
Empirical Finance, LLC | 3 | 1 | 0.08% | 0.24% | 0.53% | Q1 2018 | Q3 2020 | 6 |
Fosun International Ltd | 6 | 6 | 0.01% | 0.86% | 1.94% | Q1 2021 | Q2 2022 | 6 |
Key FInancial Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CONGRESS ASSET MANAGEMENT CO /MA | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 6 |
OneAscent Financial Services LLC | 6 | 6 | 0.14% | 1.03% | 1.65% | Q2 2022 | Q3 2023 | 6 |
Johnson Financial Group, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 6 |
Financial Services Advisory Inc | 5 | 1 | 4.49% | 8.36% | 10.46% | Q4 2020 | Q3 2023 | 6 |
Benedetti & Gucer, Inc. | 6 | 6 | 0.14% | 0.63% | 2.55% | Q4 2021 | Q1 2023 | 6 |
BHF RG Capital Inc. | 6 | 6 | 2.20% | 4.74% | 8.27% | Q2 2020 | Q3 2021 | 6 |
RAYMOND JAMES TRUST N.A. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 6 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 6 |
First Capital Advisors Group, LLC. | 6 | 6 | 0.20% | 0.37% | 0.54% | Q1 2017 | Q2 2018 | 6 |
Global Trust Asset Management, LLC | 6 | 6 | 0.00% | 0.04% | 0.12% | Q2 2021 | Q3 2022 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2018 | 6 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 2.46% | 2.67% | 3.03% | Q2 2022 | Q3 2023 | 6 |
FAGAN ASSOCIATES, INC. | 6 | 6 | 0.57% | 0.65% | 0.72% | Q4 2021 | Q1 2023 | 6 |
Focused Wealth Management, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Redhawk Wealth Advisors, Inc. | 5 | 1 | 0.26% | 1.03% | 2.23% | Q1 2020 | Q3 2021 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 6 |
SSI INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.20% | 0.27% | 0.44% | Q4 2020 | Q1 2022 | 6 |
D.A. DAVIDSON & CO. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 6 |
Congress Wealth Management LLC / DE / | 6 | 6 | 0.10% | 0.16% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Cooper Financial Group | 5 | 1 | 0.35% | 0.44% | 0.72% | Q4 2018 | Q3 2023 | 6 |
Strategic Blueprint, LLC | 3 | 3 | 0.02% | 0.05% | 0.10% | Q2 2021 | Q2 2023 | 6 |
Financial Gravity Asset Management, Inc. | 4 | 2 | 0.01% | 0.53% | 1.54% | Q2 2018 | Q4 2019 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.03% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Investors Research Corp | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Empowered Funds, LLC | 4 | 1 | 0.12% | 1.79% | 2.99% | Q4 2020 | Q1 2023 | 6 |
Archford Capital Strategies, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 6 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 2 | 0.10% | 0.29% | 0.67% | Q3 2017 | Q2 2022 | 6 |
FIRST HAWAIIAN BANK | 6 | 6 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Sonora Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Manifold Partners, LLC | 6 | 6 | 2.27% | 7.19% | 10.06% | Q4 2016 | Q1 2018 | 6 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.04% | 0.07% | 0.08% | Q3 2020 | Q4 2021 | 6 |
Blue Sky Asset Management, LLC | 3 | 1 | 0.39% | 1.48% | 2.01% | Q2 2017 | Q4 2019 | 6 |
Parallel Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
TNF LLC | 4 | 2 | 0.09% | 0.12% | 0.14% | Q3 2021 | Q1 2023 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.10% | 0.17% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Lion Street Advisors, LLC | 4 | 1 | 0.19% | 0.25% | 0.28% | Q3 2021 | Q2 2023 | 6 |
Weatherstone Capital Management | 6 | 6 | 0.97% | 2.86% | 6.73% | Q3 2016 | Q4 2017 | 6 |
Carmichael Hill & Associates, Inc. | 6 | 6 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
CEDAR CAPITAL, LLC | 5 | 1 | 0.09% | 0.26% | 0.47% | Q4 2019 | Q2 2021 | 6 |
KWB Wealth | 5 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2022 | 6 |
Avior Wealth Management, LLC | 5 | 1 | 0.00% | 0.42% | 0.82% | Q2 2020 | Q3 2023 | 6 |
Aprio Wealth Management, LLC | 6 | 6 | 0.08% | 1.31% | 2.06% | Q3 2021 | Q4 2022 | 6 |
QUADRANT CAPITAL GROUP LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.01% | 0.25% | 0.53% | Q4 2021 | Q3 2023 | 5 |
STEPHENS INC /AR/ | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
WMS Partners, LLC | 3 | 2 | 0.05% | 0.09% | 0.12% | Q3 2020 | Q1 2023 | 5 |
Sutton Wealth Advisors Inc. | 5 | 5 | 0.11% | 0.29% | 0.60% | Q3 2022 | Q3 2023 | 5 |
Regal Investment Advisors LLC | 2 | 1 | 0.02% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 5 |
KCS Wealth Advisory | 5 | 5 | 0.25% | 0.28% | 0.31% | Q4 2020 | Q4 2021 | 5 |
BTS Asset Management, Inc. | 3 | 2 | 0.03% | 0.55% | 0.88% | Q1 2017 | Q3 2018 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q4 2023 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
JAMES INVESTMENT RESEARCH INC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q4 2021 | 5 |
10-15 ASSOCIATES, INC. | 5 | 5 | 0.08% | 0.10% | 0.10% | Q2 2017 | Q2 2018 | 5 |
Cavalier Investments, LLC | 5 | 5 | 0.49% | 0.74% | 1.19% | Q3 2020 | Q3 2021 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 5 |
Bellwether Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Simply Money Advisors | 5 | 5 | 0.09% | 0.34% | 0.48% | Q1 2017 | Q1 2018 | 5 |
Merriman Wealth Management, LLC | 5 | 5 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Legend Financial Advisors, Inc. | 3 | 2 | 0.18% | 6.68% | 11.20% | Q2 2019 | Q4 2020 | 5 |
HOWARD FINANCIAL SERVICES, LTD. | 5 | 5 | 0.49% | 0.71% | 0.85% | Q3 2022 | Q3 2023 | 5 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 5 |
Investors Financial Group, LLC | 5 | 5 | 0.12% | 0.27% | 0.51% | Q4 2020 | Q4 2021 | 5 |
Financial Partners Group, Inc | 4 | 1 | 0.05% | 1.79% | 3.04% | Q2 2021 | Q4 2022 | 5 |
Marshall Financial Group LLC | 5 | 5 | 2.70% | 2.88% | 3.04% | Q4 2020 | Q4 2021 | 5 |
GREAT LAKES ADVISORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2018 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Quantitative Advantage, LLC | 5 | 5 | 2.21% | 2.34% | 2.52% | Q3 2017 | Q3 2018 | 5 |
QUATTRO FINANCIAL ADVISORS LLC | 5 | 5 | 0.16% | 1.07% | 1.63% | Q4 2020 | Q4 2021 | 5 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 5 | 5 | 0.28% | 0.30% | 0.33% | Q4 2021 | Q4 2022 | 5 |
PRUDENTIAL PLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 5 |
Aurora Private Wealth, Inc. | 5 | 5 | 0.14% | 2.31% | 5.83% | Q4 2019 | Q4 2020 | 5 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WEST PACES ADVISORS INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Southland Equity Partners LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 4 | 0.02% | 0.06% | 0.12% | Q4 2021 | Q3 2022 | 4 |
Creative Planning | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 4 |
FIFTH THIRD SECURITIES, INC. | 4 | 4 | 0.04% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.07% | 1.13% | 2.63% | Q4 2019 | Q3 2020 | 4 |
Waverly Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 4 | 4 | 0.04% | 0.06% | 0.11% | Q3 2021 | Q2 2022 | 4 |
LAZARD ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.62% | 0.84% | 0.98% | Q4 2022 | Q3 2023 | 4 |
Foundations Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 2.11% | 2.31% | 2.43% | Q4 2022 | Q3 2023 | 4 |
Bartlett & Co. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bay Harbor Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Bluefin Trading, LLC | 3 | 1 | 0.05% | 0.21% | 0.41% | Q4 2016 | Q1 2019 | 4 |
JONES FINANCIAL COMPANIES LLLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.70% | 0.74% | 0.80% | Q4 2022 | Q3 2023 | 4 |
TAP Consulting, LLC | 4 | 4 | 2.84% | 3.22% | 4.03% | Q2 2021 | Q1 2022 | 4 |
Prospera Financial Services Inc | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 4 |
WCG Wealth Advisors LLC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.04% | 0.11% | Q4 2020 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.13% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Transform Wealth, LLC | 4 | 4 | 0.10% | 0.14% | 0.18% | Q4 2020 | Q3 2021 | 4 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q2 2021 | 4 |
SCS Capital Management LLC | 4 | 4 | 0.01% | 0.39% | 0.61% | Q3 2021 | Q2 2022 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 0.56% | 0.57% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Stiles Financial Services Inc | 4 | 4 | 0.12% | 0.16% | 0.25% | Q4 2021 | Q3 2022 | 4 |
McAlister, Sweet & Associates, Inc. | 4 | 4 | 0.21% | 0.25% | 0.29% | Q1 2023 | Q4 2023 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Lido Advisors, LLC | 3 | 1 | 0.00% | 0.13% | 0.21% | Q1 2021 | Q3 2023 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 1.05% | 1.14% | 1.20% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.29% | 0.31% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Echo Wealth Management, LLC | 4 | 4 | 0.94% | 1.65% | 2.12% | Q4 2021 | Q3 2022 | 4 |
SEAVIEW INVESTMENT MANAGERS LLC | 4 | 4 | 0.14% | 0.17% | 0.20% | Q1 2021 | Q4 2021 | 4 |
Nationwide Fund Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Clean Yield Group | 3 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2021 | 4 |
Integrated Advisors Network LLC | 4 | 4 | 0.02% | 0.07% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Live Oak Investment Partners | 4 | 4 | 3.54% | 4.97% | 5.59% | Q4 2022 | Q3 2023 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 0.68% | 0.76% | 0.86% | Q4 2022 | Q3 2023 | 4 |
Frontier Asset Management, LLC | 4 | 4 | 0.63% | 0.79% | 1.13% | Q3 2022 | Q2 2023 | 4 |
CreativeOne Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 4 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CABANA LLC | 4 | 4 | 0.03% | 0.11% | 0.15% | Q4 2017 | Q3 2018 | 4 |
Richard P Slaughter Associates Inc | 4 | 4 | 0.58% | 0.83% | 1.11% | Q1 2021 | Q4 2021 | 4 |
Dynasty Wealth Management, LLC | 4 | 4 | 0.14% | 0.44% | 0.64% | Q4 2017 | Q3 2018 | 4 |
EVOKE WEALTH, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 4 |
Cascadia Advisory Services, LLC | 2 | 1 | 0.07% | 0.36% | 0.92% | Q4 2019 | Q2 2021 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q4 2022 | 3 |
Park Avenue Institutional Advisers LLC | 3 | 3 | 5.91% | 7.90% | 10.10% | Q3 2020 | Q1 2021 | 3 |
PEAK FINANCIAL ADVISORS LLC | 2 | 1 | 0.22% | 3.44% | 5.40% | Q4 2020 | Q1 2022 | 3 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 1.67% | 4.57% | Q4 2021 | Q3 2022 | 3 |
RPg Family Wealth Advisory, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2017 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 3.02% | 3.52% | 3.90% | Q4 2022 | Q3 2023 | 3 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 3 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 3 |
Bank OZK | 3 | 3 | 0.19% | 0.20% | 0.22% | Q4 2019 | Q2 2020 | 3 |
Kistler-Tiffany Companies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
SWM Advisors | 3 | 3 | 0.31% | 0.42% | 0.59% | Q4 2021 | Q2 2022 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.11% | 0.15% | 0.24% | Q2 2020 | Q4 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
STRINGER ASSET MANAGEMENT, LLC | 3 | 3 | 1.78% | 1.79% | 1.80% | Q2 2020 | Q4 2020 | 3 |
Asset Allocation & Management Company, LLC | 3 | 3 | 0.40% | 0.59% | 0.78% | Q1 2023 | Q3 2023 | 3 |
Authentikos Wealth Advisory, LLC | 3 | 3 | 0.27% | 0.29% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Friedenthal Financial | 3 | 3 | 3.14% | 3.26% | 3.35% | Q2 2021 | Q4 2021 | 3 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.17% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 3 |
Sterling Global Strategies LLC | 3 | 3 | 0.26% | 0.97% | 1.64% | Q2 2018 | Q4 2018 | 3 |
MACKENZIE FINANCIAL CORP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 3 |
FinTrust Capital Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2021 | 3 |
Occidental Asset Management, LLC | 3 | 3 | 0.61% | 0.75% | 0.97% | Q1 2023 | Q3 2023 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2022 | 3 |
Fortune 45 LLC | 3 | 3 | 0.76% | 0.88% | 0.94% | Q4 2021 | Q2 2022 | 3 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.08% | 0.20% | 0.31% | Q4 2017 | Q3 2018 | 3 |
WOLVERINE TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 3 |
9258 Wealth Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q2 2022 | 3 |
COLUMBIA ADVISORY PARTNERS LLC | 3 | 3 | 0.27% | 1.38% | 3.06% | Q4 2022 | Q2 2023 | 3 |
Ascendant Capital Management, LLC | 2 | 1 | 1.48% | 3.52% | 4.64% | Q4 2021 | Q1 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.00% | 0.04% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Good Life Advisors, LLC | 3 | 3 | 0.05% | 0.10% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Crabel Capital Management, LLC | 2 | 1 | 0.08% | 0.17% | 0.35% | Q1 2021 | Q2 2023 | 3 |
Savior LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q4 2018 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q4 2020 | 2 |
PRICE T ROWE ASSOCIATES INC /MD/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Cerity Partners LLC | 2 | 2 | 0.21% | 0.29% | 0.38% | Q2 2023 | Q3 2023 | 2 |
CI INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Field & Main Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Synergy Asset Management, LLC | 1 | 1 | 0.81% | 2.27% | 3.72% | Q4 2020 | Q3 2021 | 2 |
Systelligence, LLC | 2 | 2 | 1.44% | 2.15% | 2.86% | Q1 2021 | Q2 2021 | 2 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Clearstead Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.04% | 0.08% | Q2 2022 | Q3 2022 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q1 2021 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
River Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
SAXON INTERESTS, INC. | 2 | 2 | 0.67% | 1.02% | 1.37% | Q4 2021 | Q1 2022 | 2 |
AllSquare Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2020 | 2 |
BKA Wealth Consulting, Inc. | 2 | 2 | 1.74% | 2.62% | 3.51% | Q1 2022 | Q2 2022 | 2 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 2 | 2 | 0.73% | 0.82% | 0.90% | Q3 2023 | Q4 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2017 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Price Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
SELDON CAPITAL LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.21% | 0.53% | 0.84% | Q4 2020 | Q2 2021 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.44% | 0.44% | 0.45% | Q3 2017 | Q4 2017 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
TCWP LLC | 2 | 2 | 0.09% | 0.16% | 0.23% | Q4 2021 | Q1 2022 | 2 |
Howard Capital Management Inc. | 1 | 1 | 1.36% | 1.58% | 1.81% | Q2 2019 | Q1 2021 | 2 |
Activest Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.07% | 0.13% | Q2 2016 | Q2 2017 | 2 |
Proquility Private Wealth Partners, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q2 2021 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 2 |
Cape Investment Advisory, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Hobart Private Capital, LLC | 2 | 2 | 0.29% | 0.29% | 0.30% | Q1 2023 | Q2 2023 | 2 |
Hutchens & Kramer Investment Management Group, LLC | 2 | 2 | 0.47% | 0.77% | 1.07% | Q1 2023 | Q2 2023 | 2 |
Simplify Asset Management Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Prairie Sky Financial Group LLC | 2 | 2 | 0.57% | 1.50% | 2.44% | Q2 2023 | Q3 2023 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 2 |
ALLIANZ INVESTMENT MANAGEMENT LLC | 2 | 2 | 4.83% | 5.64% | 6.45% | Q3 2020 | Q4 2020 | 2 |
NATIONAL PLANNING CORP | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2017 | Q3 2017 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2018 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
ACT Advisors, LLC. | 1 | 1 | 9.44% | 9.78% | 10.12% | Q4 2022 | Q2 2023 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.02% | 1.11% | 2.20% | Q1 2023 | Q3 2023 | 2 |
Sound Financial Strategies Group, LLC | 1 | 1 | 0.34% | 27.50% | 54.66% | Q4 2022 | Q3 2023 | 2 |
Perpetual Ltd | 1 | 1 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q3 2020 | 2 |
Standard Family Office LLC | 2 | 2 | 0.02% | 0.28% | 0.54% | Q2 2022 | Q3 2022 | 2 |
Bank of New Hampshire | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.44% | 0.48% | 0.52% | Q1 2021 | Q2 2021 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.47% | 0.49% | 0.51% | Q4 2022 | Q1 2023 | 2 |
Magnus Financial Group LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
FEDERAL RESERVE BANK OF NEW YORK | 2 | 2 | 0.41% | 0.42% | 0.42% | Q4 2020 | Q1 2021 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
IRON Financial LLC | 2 | 2 | 1.46% | 1.53% | 1.60% | Q1 2018 | Q2 2018 | 2 |
Weaver Consulting Group | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Wallington Asset Management, LLC | 2 | 2 | 2.30% | 2.36% | 2.42% | Q4 2021 | Q1 2022 | 2 |
Veracity Capital LLC | 2 | 2 | 0.70% | 0.72% | 0.75% | Q2 2020 | Q3 2020 | 2 |
Plante Moran Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q1 2023 | Q2 2023 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CEERA INVESTMENTS, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q1 2021 | Q2 2021 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q3 2022 | 2 |
Crow Point Partners, LLC | 2 | 2 | 0.06% | 0.43% | 0.79% | Q3 2019 | Q4 2019 | 2 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q4 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q3 2022 | 2 |
Alberta Investment Management Corp | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q2 2021 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q4 2020 | 2 |
WFA of San Diego, LLC | 1 | 1 | 0.02% | 0.34% | 0.67% | Q3 2021 | Q3 2023 | 2 |
GFS Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q4 2017 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
BURNS J W & CO INC/NY | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
tru Independence LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q2 2023 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
First PREMIER Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Prosperitas Financial LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2023 | Q3 2023 | 1 |
LEUTHOLD GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Foresight Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2021 | Q2 2021 | 1 |
CHEMICAL BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Leucadia National | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Candlewood Investment Group, LP | 1 | 1 | 6.56% | 6.56% | 6.56% | Q1 2018 | Q1 2018 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2021 | Q2 2021 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Wright Fund Management, LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Kensington Asset Management, LLC | 1 | 1 | 1.87% | 1.87% | 1.87% | Q2 2023 | Q2 2023 | 1 |
SeaBridge Investment Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
Mid-American Wealth Advisory Group, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2021 | Q4 2021 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TruWealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Armor Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SYMONS CAPITAL MANAGEMENT INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
Breakwater Capital Group | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Smart Portfolios, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 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% | Q4 2020 | Q4 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2019 | Q4 2019 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Matrix Trust Co | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2020 | Q1 2020 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2023 | Q2 2023 | 1 |
Blue Barn Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CX Institutional | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Investment Counsel, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 3.32% | 3.32% | 3.32% | Q1 2023 | Q1 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
F3Logic, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Dakota Community Bank & Trust NA | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2022 | Q4 2022 | 1 |
Key Client Fiduciary Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
AXS Investments LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2023 | Q2 2023 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q3 2017 | Q3 2017 | 1 |
Madison Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 4.57% | 4.57% | 4.57% | Q4 2021 | Q4 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2022 | Q1 2022 | 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.