Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
CITIGROUP INC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
UBS Group AG | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
LPL Financial LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
ENVESTNET ASSET MANAGEMENT INC | 30 | 30 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
BANK OF MONTREAL /CAN/ | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
AMERIPRISE FINANCIAL INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Family Firm, Inc. | 26 | 26 | 1.63% | 2.05% | 2.57% | Q2 2017 | Q3 2023 | 26 |
Laurel Wealth Advisors, Inc. | 26 | 26 | 0.07% | 0.15% | 0.27% | Q3 2016 | Q4 2022 | 26 |
AlphaMark Advisors, LLC | 25 | 25 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2022 | 25 |
IMS Capital Management | 25 | 25 | 0.03% | 0.44% | 1.32% | Q2 2016 | Q2 2022 | 25 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Cambridge Investment Research Advisors, Inc. | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
All Terrain Financial Advisors, LLC | 24 | 24 | 0.34% | 1.37% | 3.47% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 9 | 2 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 24 |
GUGGENHEIM CAPITAL LLC | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
AFT, FORSYTH & COMPANY, INC. | 23 | 23 | 0.43% | 0.98% | 1.74% | Q1 2018 | Q3 2023 | 23 |
Kovack Advisors, Inc. | 22 | 22 | 0.30% | 0.46% | 0.61% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 14 | 2 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 21 |
Edmonds Duncan Registered Investment Advisors, LLC | 21 | 21 | 1.03% | 4.64% | 12.98% | Q3 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.02% | 0.17% | Q1 2016 | Q3 2023 | 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 19 | 2 | 0.00% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 21 |
FAS Wealth Partners, Inc. | 21 | 21 | 0.14% | 0.50% | 0.96% | Q3 2018 | Q3 2023 | 21 |
Laffer Tengler Investments, Inc. | 21 | 21 | 0.03% | 0.18% | 0.67% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.28% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Wealth Planning Services, Inc. | 20 | 20 | 9.03% | 13.69% | 22.64% | Q4 2018 | Q3 2023 | 20 |
Madden Advisory Services, Inc. | 20 | 20 | 0.16% | 0.63% | 2.11% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 20 | 20 | 0.12% | 1.36% | 3.98% | Q2 2017 | Q1 2022 | 20 |
US BANCORP \DE\ | 16 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 20 |
LFA - Lugano Financial Advisors SA | 16 | 4 | 0.02% | 0.95% | 8.84% | Q3 2018 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 13 | 7 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
White Pine Investment CO | 18 | 1 | 1.25% | 2.17% | 2.68% | Q1 2018 | Q3 2023 | 19 |
PFG Advisors | 18 | 1 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q3 2023 | 19 |
Capital Analysts, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
RAYMOND JAMES & ASSOCIATES | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 18 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 18 | 18 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q4 2022 | 18 |
SG Americas Securities, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 18 |
Sigma Planning Corp | 17 | 17 | 0.01% | 0.04% | 0.06% | Q2 2016 | Q2 2020 | 17 |
SNS Financial Group, LLC | 17 | 17 | 0.07% | 0.27% | 0.64% | Q4 2016 | Q4 2020 | 17 |
Madrona Financial Services, LLC | 9 | 7 | 1.21% | 4.56% | 5.72% | Q3 2019 | Q3 2023 | 16 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
Demars Financial Group, LLC | 16 | 16 | 1.73% | 4.14% | 8.46% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Wambolt & Associates, LLC | 13 | 3 | 0.18% | 0.53% | 0.90% | Q3 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.01% | 0.12% | 0.38% | Q3 2018 | Q2 2022 | 16 |
Kohmann Bosshard Financial Services, LLC | 16 | 16 | 0.05% | 0.39% | 0.70% | Q4 2019 | Q3 2023 | 16 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
First PREMIER Bank | 15 | 15 | 0.30% | 0.55% | 0.86% | Q2 2016 | Q4 2019 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q3 2023 | 15 |
KMG FIDUCIARY PARTNERS, LLC | 15 | 15 | 0.05% | 0.13% | 0.25% | Q3 2019 | Q1 2023 | 15 |
Arete Wealth Advisors, LLC | 11 | 4 | 0.04% | 0.20% | 0.37% | Q1 2019 | Q3 2023 | 15 |
VAN ECK ASSOCIATES CORP | 14 | 14 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2023 | 14 |
Brookstone Capital Management | 14 | 14 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q4 2022 | 14 |
Carroll Financial Associates, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 14 |
Secure Asset Management, LLC | 14 | 14 | 0.19% | 0.46% | 1.29% | Q2 2020 | Q3 2023 | 14 |
Deseret Mutual Benefit Administrators | 13 | 13 | 1.48% | 3.60% | 6.88% | Q3 2020 | Q3 2023 | 13 |
Parallax Volatility Advisers, L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
Advisors Preferred, LLC | 10 | 3 | 0.10% | 0.16% | 0.20% | Q2 2016 | Q3 2019 | 13 |
Geneos Wealth Management Inc. | 6 | 1 | 0.00% | 0.02% | 0.17% | Q2 2016 | Q3 2023 | 13 |
VISTA INVESTMENT MANAGEMENT | 13 | 13 | 1.04% | 2.53% | 3.98% | Q3 2020 | Q3 2023 | 13 |
JPMORGAN CHASE & CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
NORTHWEST WEALTH MANAGEMENT, LLC | 13 | 13 | 0.21% | 0.29% | 0.37% | Q3 2020 | Q3 2023 | 13 |
Janney Capital Management LLC | 13 | 13 | 0.02% | 0.08% | 0.28% | Q4 2018 | Q4 2021 | 13 |
Disciplined Investments, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
Brinker Capital Investments, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2020 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.09% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 12 |
DeGreen Capital Management LLC | 12 | 12 | 0.47% | 2.41% | 5.45% | Q4 2018 | Q3 2021 | 12 |
OPPENHEIMER & CO INC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 12 |
Systelligence, LLC | 9 | 1 | 0.25% | 1.09% | 4.18% | Q4 2019 | Q4 2023 | 12 |
HUNTINGTON NATIONAL BANK | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
FIFTH THIRD BANCORP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 11 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.17% | 0.91% | Q1 2018 | Q3 2023 | 11 |
North Star Investment Management Corp. | 11 | 11 | 0.12% | 0.83% | 1.56% | Q1 2021 | Q3 2023 | 11 |
Advisor OS, LLC | 11 | 11 | 0.05% | 0.99% | 3.18% | Q1 2021 | Q3 2023 | 11 |
Steward Partners Investment Advisory, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
Pointe Capital Management LLC | 11 | 11 | 0.37% | 1.79% | 2.75% | Q1 2021 | Q3 2023 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 1 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q1 2020 | 11 |
Darwin Wealth Management, LLC | 11 | 11 | 0.05% | 0.18% | 0.31% | Q4 2017 | Q2 2020 | 11 |
Valtinson Bruner Financial Planning LLC | 11 | 11 | 0.12% | 0.76% | 1.16% | Q1 2021 | Q3 2023 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.03% | 0.07% | 0.11% | Q1 2017 | Q3 2019 | 11 |
PNC FINANCIAL SERVICES GROUP, INC. | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 11 |
WHITTIER TRUST CO OF NEVADA INC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 11 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.02% | 0.16% | Q4 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
High Note Wealth, LLC | 10 | 10 | 1.52% | 4.15% | 5.75% | Q2 2021 | Q3 2023 | 10 |
SYNOVUS FINANCIAL CORP | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 9 |
Kestra Advisory Services, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
SCOTIA CAPITAL INC. | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Smart Portfolios, LLC | 9 | 9 | 4.80% | 5.57% | 6.51% | Q4 2017 | Q4 2019 | 9 |
LEVEL FOUR ADVISORY SERVICES, LLC | 9 | 9 | 0.09% | 0.11% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Milestone Advisory Partners | 9 | 9 | 0.20% | 2.76% | 5.04% | Q4 2020 | Q4 2022 | 9 |
Stratos Wealth Partners, LTD. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.08% | 0.13% | 0.29% | Q4 2018 | Q4 2020 | 8 |
WEIK CAPITAL MANAGEMENT | 8 | 8 | 0.44% | 0.79% | 1.12% | Q4 2021 | Q3 2023 | 8 |
Rehmann Capital Advisory Group | 3 | 2 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2020 | 8 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2022 | 8 |
B. Riley Wealth Advisors, Inc. | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Capital Asset Advisory Services LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
DEUTSCHE BANK AG\ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Pensionmark Financial Group, LLC | 8 | 8 | 0.07% | 0.09% | 0.14% | Q2 2020 | Q1 2022 | 8 |
HighTower Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 8 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 8 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 2.29% | 5.19% | 6.93% | Q4 2021 | Q3 2023 | 8 |
Bogart Wealth, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
BLB&B Advisors, LLC | 7 | 7 | 0.02% | 0.05% | 0.14% | Q3 2018 | Q1 2020 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.07% | 1.13% | 2.59% | Q4 2021 | Q2 2023 | 7 |
Octavia Wealth Advisors, LLC | 4 | 1 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 7 |
CAPTRUST FINANCIAL ADVISORS | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Concord Wealth Partners | 7 | 7 | 3.35% | 4.17% | 4.53% | Q1 2022 | Q3 2023 | 7 |
KFA Private Wealth Group, LLC | 7 | 7 | 3.96% | 7.53% | 9.22% | Q1 2022 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
NEXT Financial Group, Inc | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2021 | 7 |
NewSquare Capital LLC | 7 | 7 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Western Wealth Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
MJP ASSOCIATES INC /ADV | 7 | 7 | 0.07% | 0.19% | 0.37% | Q2 2021 | Q4 2022 | 7 |
Capital Advantage, Inc. | 7 | 7 | 5.07% | 5.62% | 6.13% | Q1 2022 | Q3 2023 | 7 |
Redhawk Wealth Advisors, Inc. | 3 | 1 | 0.02% | 1.33% | 4.83% | Q2 2019 | Q3 2022 | 7 |
Colonial River Wealth Management, LLC | 6 | 1 | 0.37% | 0.78% | 1.31% | Q3 2021 | Q3 2023 | 7 |
Anson Capital, Inc. | 7 | 7 | 1.72% | 4.41% | 10.42% | Q1 2022 | Q3 2023 | 7 |
HOWARD WEALTH MANAGEMENT, LLC | 5 | 2 | 0.12% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 7 |
Dynamic Advisor Solutions LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Eagle Capital Management, LLC | 7 | 7 | 1.00% | 2.63% | 5.18% | Q1 2021 | Q3 2022 | 7 |
Perennial Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q2 2021 | 7 |
Wealthcare Advisory Partners LLC | 7 | 7 | 0.02% | 0.07% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Renaissance Technologies | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
AE Wealth Management LLC | 5 | 2 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 7 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 7 |
CEERA INVESTMENTS, LLC | 6 | 6 | 0.98% | 1.95% | 2.80% | Q3 2021 | Q4 2022 | 6 |
COUNTRY TRUST BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
EP Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
TOWNSQUARE CAPITAL LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Financial Strategies Group, Inc. | 6 | 6 | 0.16% | 0.39% | 0.60% | Q2 2021 | Q3 2022 | 6 |
Clearview Wealth Advisors LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.14% | 0.25% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
MainStreet Investment Advisors LLC | 6 | 6 | 0.04% | 0.45% | 2.28% | Q1 2019 | Q2 2020 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.08% | 0.11% | 0.12% | Q2 2022 | Q3 2023 | 6 |
One Capital Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Greenwich Investment Management, Inc. | 3 | 3 | 0.19% | 0.50% | 0.89% | Q1 2020 | Q2 2022 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Freedom Investment Management, Inc. | 6 | 6 | 0.15% | 0.16% | 0.18% | Q2 2022 | Q3 2023 | 6 |
WOLFF WIESE MAGANA LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 6 |
WealthPlan Investment Management, LLC | 6 | 6 | 0.74% | 1.59% | 2.37% | Q3 2022 | Q4 2023 | 6 |
Busey Bank | 6 | 6 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q4 2020 | 6 |
SELDON CAPITAL LP | 5 | 1 | 0.43% | 0.53% | 0.65% | Q4 2021 | Q3 2023 | 6 |
Virtue Capital Management, LLC | 6 | 6 | 2.73% | 7.51% | 14.12% | Q2 2022 | Q3 2023 | 6 |
CWM, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 6 |
Belpointe Asset Management LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 6 |
First Heartland Consultants, Inc. | 6 | 6 | 0.05% | 0.06% | 0.07% | Q1 2017 | Q2 2018 | 6 |
Fusion Capital, LLC | 5 | 5 | 0.76% | 1.09% | 1.35% | Q3 2022 | Q3 2023 | 5 |
WealthPLAN Partners, LLC | 5 | 5 | 0.44% | 0.60% | 0.94% | Q4 2022 | Q4 2023 | 5 |
Willis Johnson & Associates, Inc. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Ironsides Asset Advisors, LLC | 5 | 5 | 0.78% | 1.09% | 1.67% | Q2 2018 | Q2 2019 | 5 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 1 | 0.08% | 0.46% | 1.07% | Q2 2018 | Q2 2021 | 5 |
Coho Partners, Ltd. | 5 | 5 | 0.08% | 0.17% | 0.23% | Q1 2022 | Q1 2023 | 5 |
Hamilton Capital, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q2 2023 | 5 |
Gladstone Institutional Advisory LLC | 5 | 5 | 0.05% | 0.36% | 0.89% | Q4 2018 | Q4 2019 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Institute for Wealth Management, LLC. | 4 | 1 | 0.00% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 5 |
Bell Rock Capital LLC | 2 | 1 | 0.11% | 0.28% | 0.42% | Q4 2019 | Q3 2022 | 5 |
USCA RIA LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2020 | 5 |
Smart Money Group LLC | 3 | 2 | 0.20% | 0.26% | 0.33% | Q4 2020 | Q1 2022 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 2 | 0.00% | 0.06% | 0.15% | Q4 2017 | Q4 2022 | 5 |
D.A. DAVIDSON & CO. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 5 |
Claraphi Advisory Network, LLC | 5 | 5 | 0.14% | 0.18% | 0.21% | Q1 2019 | Q1 2020 | 5 |
Vivaldi Capital Management LP | 5 | 5 | 0.06% | 0.24% | 0.62% | Q4 2018 | Q4 2019 | 5 |
Vontobel Swiss Wealth Advisors AG | 5 | 5 | 0.12% | 0.16% | 0.25% | Q3 2018 | Q3 2019 | 5 |
Clark Capital Management Group, Inc. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Parkside Investments, LLC | 5 | 5 | 0.54% | 1.14% | 1.66% | Q4 2018 | Q4 2019 | 5 |
Collaborative Wealth Managment Inc. | 5 | 5 | 0.22% | 0.25% | 0.33% | Q3 2022 | Q3 2023 | 5 |
Mirae Asset Global Investments Co., Ltd. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PICTET ASSET MANAGEMENT SA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.13% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Atria Investments, Inc | 4 | 4 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q1 2020 | 4 |
Efficient Market Advisors, LLC | 4 | 4 | 0.15% | 0.18% | 0.27% | Q2 2016 | Q1 2017 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.06% | 0.08% | Q1 2022 | Q2 2023 | 4 |
Tillar-Wenstrup Advisors, LLC | 4 | 4 | 0.62% | 2.54% | 4.04% | Q2 2021 | Q1 2022 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.24% | 0.58% | 1.02% | Q4 2022 | Q3 2023 | 4 |
SignalPoint Asset Management, LLC | 3 | 1 | 0.08% | 0.10% | 0.13% | Q1 2020 | Q1 2022 | 4 |
CEDAR HILL ASSOCIATES, LLC | 4 | 4 | 0.85% | 4.05% | 5.57% | Q1 2018 | Q4 2018 | 4 |
JUNCTURE WEALTH STRATEGIES, LLC | 4 | 4 | 0.18% | 0.22% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Goodman Financial Corp | 4 | 4 | 3.95% | 6.45% | 7.76% | Q2 2021 | Q1 2022 | 4 |
CALIBER WEALTH MANAGEMENT, LLC | 3 | 1 | 1.31% | 1.77% | 2.50% | Q1 2021 | Q4 2022 | 4 |
Verdence Capital Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.03% | 0.09% | 0.21% | Q3 2022 | Q2 2023 | 4 |
Wealthfront Advisers LLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Opal Wealth Advisors, LLC | 4 | 4 | 0.25% | 0.39% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Minot Wealth Management LLC | 4 | 4 | 0.05% | 0.16% | 0.33% | Q3 2021 | Q2 2022 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.30% | 0.40% | 0.52% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Global Retirement Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 4 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 4 | 4 | 0.01% | 0.57% | 2.24% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Gradient Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CREDIT SUISSE AG/ | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Bensler, LLC | 3 | 3 | 2.32% | 2.42% | 2.59% | Q1 2023 | Q3 2023 | 3 |
Bluefin Trading, LLC | 2 | 1 | 0.21% | 0.36% | 0.62% | Q2 2017 | Q3 2018 | 3 |
ACCESS FINANCIAL SERVICES, INC. | 3 | 3 | 0.28% | 0.35% | 0.41% | Q2 2019 | Q4 2019 | 3 |
Ausdal Financial Partners, Inc. | 2 | 1 | 1.62% | 1.96% | 2.18% | Q2 2021 | Q1 2022 | 3 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Beaumont Financial Partners, LLC | 3 | 3 | 0.62% | 0.75% | 0.90% | Q1 2022 | Q3 2022 | 3 |
Seed Wealth Management, Inc. | 3 | 3 | 0.62% | 0.72% | 0.90% | Q4 2022 | Q2 2023 | 3 |
Emerald Advisors, LLC | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2020 | Q3 2020 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 3 |
IFG Advisory, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
ERn Financial, LLC | 3 | 3 | 0.05% | 1.41% | 2.68% | Q3 2021 | Q1 2022 | 3 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.64% | 0.79% | 1.08% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q4 2023 | 3 |
Integrated Advisors Network LLC | 1 | 1 | 0.03% | 0.22% | 0.32% | Q4 2019 | Q1 2023 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.10% | 0.14% | 0.19% | Q1 2023 | Q3 2023 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.06% | 0.09% | 0.11% | Q4 2017 | Q4 2018 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 1 | 0.34% | 0.47% | 0.67% | Q1 2018 | Q4 2018 | 3 |
True North Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.35% | 0.45% | 0.54% | Q4 2021 | Q2 2022 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.03% | 0.10% | 0.13% | Q3 2022 | Q1 2023 | 3 |
Allworth Financial LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 3 |
PRUDENTIAL PLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 3 |
Family Management Corp | 2 | 1 | 2.29% | 3.70% | 4.60% | Q4 2018 | Q3 2023 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
AlphaCore Capital LLC | 2 | 2 | 0.43% | 0.43% | 0.44% | Q2 2023 | Q3 2023 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.17% | 0.33% | Q3 2017 | Q2 2018 | 2 |
APPLETON PARTNERS INC/MA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
StoneX Group Inc. | 1 | 1 | 0.11% | 0.12% | 0.14% | Q2 2019 | Q4 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.16% | 0.21% | 0.27% | Q1 2022 | Q2 2022 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Hudock, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Bickling Financial Services, Inc. | 2 | 2 | 0.16% | 0.16% | 0.17% | Q3 2022 | Q4 2022 | 2 |
Vestmark Advisory Solutions, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
ROTHSCHILD INVESTMENT LLC /IL | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.19% | 0.20% | 0.20% | Q1 2021 | Q2 2021 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.04% | 0.11% | 0.18% | Q3 2022 | Q2 2023 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q1 2022 | Q2 2022 | 2 |
CITY HOLDING CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2023 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Royal Fund Management, LLC | 2 | 2 | 1.26% | 1.31% | 1.36% | Q2 2023 | Q3 2023 | 2 |
FC Advisory LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Keystone Financial Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 2 |
MGO ONE SEVEN LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.54% | 0.58% | 0.62% | Q1 2022 | Q2 2022 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 0.20% | 2.07% | 3.95% | Q2 2018 | Q3 2018 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 6.42% | 6.42% | 6.42% | Q2 2022 | Q2 2022 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Blue Edge Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LMCG INVESTMENTS, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Private Ocean, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BEDDOW CAPITAL MANAGEMENT INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Price Capital Management, Inc. | 1 | 1 | 4.13% | 4.13% | 4.13% | Q2 2023 | Q2 2023 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
WT Wealth Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Blackston Financial Advisory Group, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Warberg Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
Ocean Park Asset Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Apella Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2022 | Q1 2022 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 5.28% | 5.28% | 5.28% | Q3 2019 | Q3 2019 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
COLUMBIA ADVISORY PARTNERS LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
PROFESSIONAL PLANNING | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Insight Wealth Strategies, LLC | 1 | 1 | 3.80% | 3.80% | 3.80% | Q3 2023 | Q3 2023 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 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.