Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 72 |
Citadel Advisors | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 59 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 33 |
Anchor Investment Management, LLC | 32 | 32 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q4 2023 | 32 |
ROYAL BANK OF CANADA | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 32 |
Lowe Wealth Advisors, LLC | 31 | 31 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2023 | 31 |
STATE STREET CORP | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
WHITTIER TRUST CO OF NEVADA INC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
J.P. Morgan Private Wealth Advisors LLC | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
CULLEN/FROST BANKERS, INC. | 30 | 30 | 0.04% | 0.06% | 0.08% | Q2 2016 | Q3 2023 | 30 |
NBT BANK N A /NY | 30 | 30 | 0.16% | 0.31% | 0.38% | Q2 2016 | Q3 2023 | 30 |
BANK OF MONTREAL /CAN/ | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
WELCH & FORBES LLC | 30 | 30 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Ancora Advisors LLC | 30 | 30 | 0.11% | 0.15% | 0.26% | Q2 2016 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 30 | 30 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 30 |
CENTRAL TRUST Co | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
COMMERCE BANK | 30 | 30 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
MAI Capital Management | 30 | 30 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 30 | 30 | 0.05% | 0.09% | 0.16% | Q2 2016 | Q3 2023 | 30 |
LPL Financial LLC | 30 | 30 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 30 |
UBS Group AG | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
FRANKLIN RESOURCES INC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Linscomb & Williams, Inc. | 30 | 30 | 0.04% | 0.05% | 0.07% | Q2 2016 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
CITIGROUP INC | 30 | 30 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q3 2023 | 30 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
ENVESTNET ASSET MANAGEMENT INC | 30 | 30 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q3 2023 | 30 |
FIRST FINANCIAL CORP /IN/ | 30 | 30 | 0.11% | 0.19% | 0.25% | Q2 2016 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
US BANCORP \DE\ | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Mandatum Life Insurance Co Ltd | 30 | 30 | 0.03% | 0.24% | 0.61% | Q2 2016 | Q3 2023 | 30 |
WHITTIER TRUST CO | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Moors & Cabot, Inc. | 15 | 14 | 0.02% | 0.03% | 0.12% | Q2 2016 | Q3 2023 | 29 |
Coastline Trust Co | 29 | 29 | 0.03% | 0.05% | 0.06% | Q2 2016 | Q2 2023 | 29 |
Daiwa Securities Group Inc. | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
GLENMEDE TRUST CO NA | 20 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 29 |
Mechanics Bank Trust Department | 29 | 29 | 0.06% | 0.11% | 0.20% | Q3 2016 | Q3 2023 | 29 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 29 | 29 | 0.38% | 0.46% | 0.52% | Q3 2016 | Q3 2023 | 29 |
NORTHERN TRUST CORP | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
COMERICA BANK | 27 | 1 | 0.00% | 0.02% | 0.10% | Q2 2016 | Q3 2023 | 28 |
PNC FINANCIAL SERVICES GROUP, INC. | 17 | 11 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
JAMES INVESTMENT RESEARCH INC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2023 | 28 |
IFP Advisors, Inc | 17 | 11 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 18 | 9 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 27 |
BARCLAYS PLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
FMR LLC | 22 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 26 |
EATON VANCE MANAGEMENT | 26 | 26 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2022 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.02% | 0.11% | Q2 2016 | Q3 2022 | 26 |
Hudock, Inc. | 26 | 26 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q3 2022 | 26 |
JPMORGAN CHASE & CO | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
MURPHY CAPITAL MANAGEMENT INC | 25 | 25 | 0.07% | 0.09% | 0.16% | Q2 2016 | Q2 2022 | 25 |
Private Advisor Group, LLC | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Perella Weinberg Partners Capital Management LP | 11 | 4 | 0.51% | 2.40% | 6.21% | Q2 2016 | Q3 2023 | 25 |
FIFTH THIRD BANCORP | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.05% | 0.39% | Q4 2016 | Q3 2023 | 25 |
M Holdings Securities, Inc. | 20 | 5 | 0.08% | 0.30% | 0.64% | Q3 2016 | Q1 2023 | 25 |
ALLIANCEBERNSTEIN L.P. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 24 | 24 | 0.05% | 0.24% | 0.95% | Q4 2017 | Q3 2023 | 24 |
Atlas Brown,Inc. | 24 | 24 | 0.04% | 0.13% | 0.17% | Q4 2017 | Q3 2023 | 24 |
NN Investment Partners Holdings N.V. | 24 | 24 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 23 |
DEUTSCHE BANK AG\ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
HighTower Advisors, LLC | 11 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 23 |
GOULD ASSET MANAGEMENT LLC /CA/ | 13 | 4 | 0.06% | 0.08% | 0.10% | Q2 2017 | Q3 2023 | 23 |
Janney Montgomery Scott LLC | 11 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 23 |
Conservest Capital Advisors, Inc. | 22 | 1 | 0.47% | 0.65% | 0.76% | Q3 2017 | Q3 2023 | 23 |
M Financial Asset Management, Inc. | 23 | 23 | 1.50% | 3.01% | 4.08% | Q4 2017 | Q2 2023 | 23 |
STALEY CAPITAL ADVISERS INC | 22 | 22 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q2 2021 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Roble, Belko & Company, Inc | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2021 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 1 | 0.00% | 0.07% | 0.10% | Q2 2018 | Q3 2023 | 21 |
Bank of New York Mellon Corp | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2021 | 21 |
HUNTINGTON NATIONAL BANK | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2022 | 20 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q1 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 20 |
Carroll Financial Associates, Inc. | 16 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 20 |
Institute for Wealth Management, LLC. | 20 | 20 | 0.04% | 0.07% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Northwest Capital Management Inc | 12 | 8 | 0.01% | 0.35% | 0.79% | Q4 2017 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 20 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 20 | 20 | 0.32% | 0.60% | 1.10% | Q4 2018 | Q3 2023 | 20 |
VAN ECK ASSOCIATES CORP | 17 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
VALLEY NATIONAL ADVISERS INC | 19 | 19 | 0.04% | 0.18% | 0.46% | Q1 2019 | Q3 2023 | 19 |
WELLINGTON MANAGEMENT GROUP LLP | 11 | 4 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 19 |
SIGNATUREFD, LLC | 13 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 19 |
Windham Capital Management, LLC | 19 | 19 | 0.25% | 0.49% | 0.84% | Q1 2019 | Q3 2023 | 19 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 19 |
Winslow, Evans & Crocker, Inc. | 19 | 19 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2020 | 19 |
Truvestments Capital LLC | 8 | 1 | 0.03% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 18 |
SYNOVUS FINANCIAL CORP | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2021 | 18 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 13 | 5 | 0.03% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 18 |
ING GROEP NV | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2020 | 18 |
CAPTRUST FINANCIAL ADVISORS | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 18 |
Principal Street Partners, LLC | 18 | 18 | 0.13% | 0.25% | 0.40% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Bienville Capital Management, LLC | 17 | 17 | 0.02% | 0.05% | 0.09% | Q2 2016 | Q2 2020 | 17 |
MD Financial Management Inc. | 17 | 17 | 1.24% | 2.92% | 4.20% | Q4 2017 | Q4 2021 | 17 |
ARKANSAS FINANCIAL GROUP, INC. | 17 | 17 | 0.15% | 1.65% | 2.24% | Q3 2019 | Q3 2023 | 17 |
Cetera Advisor Networks LLC | 14 | 3 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 17 |
10-15 ASSOCIATES, INC. | 17 | 17 | 0.05% | 0.35% | 0.76% | Q3 2016 | Q3 2020 | 17 |
Community Bank, N.A. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2020 | 17 |
SCOTIA CAPITAL INC. | 12 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 17 |
STRATEGIC CAPITAL ADVISERS, INC. | 11 | 5 | 5.16% | 5.67% | 6.31% | Q4 2017 | Q2 2022 | 16 |
Ironsides Asset Advisors, LLC | 16 | 16 | 0.16% | 0.41% | 0.64% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
NEXT Financial Group, Inc | 6 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2021 | 16 |
Essex Financial Services, Inc. | 10 | 1 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q3 2023 | 16 |
Compagnie Lombard Odier SCmA | 12 | 4 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 16 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q4 2022 | 15 |
Parallax Volatility Advisers, L.P. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 15 |
RDA Financial Network | 13 | 2 | 0.09% | 0.12% | 0.15% | Q3 2019 | Q2 2023 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
WEATHERLY ASSET MANAGEMENT L. P. | 6 | 2 | 0.02% | 0.05% | 0.07% | Q2 2016 | Q1 2022 | 15 |
Cutler Group LLC / CA | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 15 |
USCA RIA LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
CITIZENS FINANCIAL GROUP INC/RI | 15 | 15 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Money Design Co.,Ltd. | 11 | 3 | 0.00% | 0.90% | 1.93% | Q1 2020 | Q3 2023 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2019 | 14 |
Weil Company, Inc. | 14 | 14 | 0.18% | 5.68% | 9.22% | Q4 2017 | Q1 2021 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
Cetera Advisors LLC | 11 | 1 | 0.00% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 14 |
Global Trust Asset Management, LLC | 13 | 1 | 0.00% | 0.07% | 0.57% | Q4 2017 | Q1 2022 | 14 |
FAS Wealth Partners, Inc. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Strategic Wealth Investment Group, LLC | 14 | 14 | 0.81% | 1.03% | 1.22% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 14 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 4 | 2 | 0.00% | 0.07% | 0.20% | Q2 2016 | Q2 2022 | 13 |
Capital Directions Investment Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 13 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Jacobi Capital Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 13 |
Brinker Capital Investments, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2019 | 13 |
Sargent Bickham Lagudis LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Equitable Holdings, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CX Institutional | 12 | 12 | 0.04% | 0.06% | 0.10% | Q1 2020 | Q4 2022 | 12 |
BDO Wealth Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 12 |
Rockefeller Capital Management L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 12 |
Fernwood Investment Management, LLC | 11 | 1 | 0.11% | 0.66% | 1.58% | Q1 2016 | Q1 2019 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Allred Capital Management, LLC | 11 | 1 | 0.10% | 0.15% | 0.25% | Q4 2019 | Q3 2023 | 12 |
1832 Asset Management L.P. | 7 | 5 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
CAROLINAS WEALTH CONSULTING LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Parkside Financial Bank & Trust | 7 | 5 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2021 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Financial Advocates Investment Management | 7 | 5 | 0.03% | 0.06% | 0.12% | Q4 2017 | Q2 2023 | 12 |
NTV ASSET MANAGEMENT LLC | 12 | 12 | 0.36% | 0.51% | 0.64% | Q4 2020 | Q3 2023 | 12 |
GenTrust, LLC | 11 | 11 | 0.58% | 0.92% | 1.21% | Q1 2021 | Q3 2023 | 11 |
Cedar Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
MEITAV INVESTMENT HOUSE LTD | 9 | 2 | 0.00% | 0.11% | 0.60% | Q1 2018 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Prospera Financial Services Inc | 10 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 11 |
Ameraudi Asset Management, Inc. | 11 | 11 | 0.58% | 0.97% | 1.23% | Q1 2021 | Q3 2023 | 11 |
BLAIR WILLIAM & CO/IL | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 11 |
FIRST MANHATTAN CO. LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ASSETMARK, INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.00% | 0.10% | 1.10% | Q2 2018 | Q2 2023 | 11 |
CREDIT SUISSE AG/ | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q1 2023 | 10 |
V Wealth Advisors LLC | 10 | 10 | 0.15% | 0.37% | 0.55% | Q2 2016 | Q3 2018 | 10 |
Global Endowment Management, LP | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q3 2018 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 10 |
Orion Portfolio Solutions, LLC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
GOLDMAN SACHS GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 10 |
FIFTH THIRD SECURITIES, INC. | 5 | 5 | 0.03% | 0.40% | 0.93% | Q2 2016 | Q1 2022 | 10 |
First Horizon Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
Abbrea Capital, LLC | 10 | 10 | 0.09% | 0.11% | 0.13% | Q4 2017 | Q1 2020 | 10 |
Brookstone Capital Management | 8 | 2 | 0.00% | 0.21% | 1.07% | Q1 2017 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Millburn Ridgefield Corp | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Pekin Hardy Strauss, Inc. | 10 | 10 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2023 | 10 |
Qube Research & Technologies Ltd | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Keel Point, LLC | 6 | 1 | 0.03% | 0.42% | 1.91% | Q1 2017 | Q1 2023 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Creative Planning | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.03% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Simmons Bank | 9 | 9 | 0.07% | 0.09% | 0.14% | Q3 2019 | Q3 2021 | 9 |
Ballast, Inc. | 9 | 9 | 0.20% | 1.99% | 2.34% | Q4 2017 | Q4 2019 | 9 |
OXFORD FINANCIAL GROUP, LTD. LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
STEEL GROVE CAPITAL ADVISORS, LLC | 9 | 9 | 0.09% | 0.10% | 0.11% | Q4 2016 | Q4 2018 | 9 |
Disciplined Investments, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
SUMMIT FINANCIAL GROUP, INC. | 9 | 9 | 0.08% | 0.15% | 0.20% | Q2 2021 | Q2 2023 | 9 |
Catalyst Capital Advisors LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 9 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
Private Portfolio Partners LLC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q2 2023 | 9 |
Clark Capital Management Group, Inc. | 5 | 2 | 0.02% | 0.08% | 0.17% | Q4 2018 | Q1 2023 | 9 |
HSBC HOLDINGS PLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Advocacy Wealth Management Services, LLC | 9 | 9 | 0.00% | 0.74% | 1.66% | Q2 2020 | Q2 2022 | 9 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2022 | 9 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 9 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.36% | 0.46% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Widmann Financial Services, Inc. | 8 | 8 | 1.24% | 1.34% | 1.46% | Q4 2021 | Q3 2023 | 8 |
J.W. COLE ADVISORS, INC. | 6 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
HOWE & RUSLING INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 8 |
NORTHERN CAPITAL MANAGEMENT LLC | 8 | 8 | 0.22% | 0.48% | 0.68% | Q1 2017 | Q4 2018 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Fulcrum Equity Management | 4 | 4 | 0.09% | 0.36% | 0.86% | Q1 2019 | Q1 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Carmel Capital Management L.L.C. | 8 | 8 | 0.12% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 8 |
Baird Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Lumina Fund Management LLC | 8 | 8 | 0.20% | 0.29% | 0.36% | Q2 2016 | Q1 2018 | 8 |
Rampart Investment Management Company, LLC | 8 | 8 | 0.00% | 0.18% | 0.40% | Q1 2018 | Q4 2019 | 8 |
NAVELLIER & ASSOCIATES INC | 3 | 2 | 0.04% | 0.05% | 0.07% | Q1 2017 | Q4 2019 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Blue Edge Capital, LLC | 8 | 8 | 0.37% | 0.71% | 0.96% | Q2 2021 | Q1 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q1 2023 | 8 |
Kaizen Financial Strategies | 6 | 2 | 0.42% | 0.48% | 0.52% | Q4 2020 | Q4 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.28% | 0.31% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.11% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Invesco Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WEBSTER BANK, N. A. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
Gradient Investments LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2018 | 7 |
Merriman Wealth Management, LLC | 4 | 1 | 0.06% | 0.17% | 0.49% | Q2 2018 | Q4 2021 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 7 |
PICTON MAHONEY ASSET MANAGEMENT | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Partnervest Advisory Services LLC | 4 | 1 | 0.07% | 0.11% | 0.14% | Q4 2016 | Q3 2020 | 7 |
ICICI Prudential Asset Management Co Ltd | 7 | 7 | 0.16% | 0.29% | 0.36% | Q1 2022 | Q3 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Focused Wealth Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
FLOW TRADERS U.S. LLC | 4 | 3 | 0.00% | 0.09% | 0.19% | Q1 2021 | Q1 2023 | 7 |
MONTAG A & ASSOCIATES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Amundi | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Riggs Asset Managment Co. Inc. | 7 | 7 | 0.00% | 0.44% | 0.78% | Q1 2022 | Q3 2023 | 7 |
HORIZON BANCORP INC /IN/ | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 7 |
Private Wealth Advisors, LLC | 7 | 7 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 7 |
SG Americas Securities, LLC | 5 | 2 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q4 2018 | 7 |
Aspire Wealth Management Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GM Advisory Group, LLC | 4 | 3 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q3 2019 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.00% | 0.09% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Avondale Wealth Management | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2019 | 7 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.10% | 0.19% | Q1 2017 | Q1 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Lionsbridge Wealth Management LLC | 7 | 7 | 1.26% | 1.45% | 1.61% | Q3 2021 | Q1 2023 | 7 |
Rise Advisors, LLC | 7 | 7 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 7 |
MADISON INVESTMENT HOLDINGS INC | 7 | 7 | 0.01% | 0.11% | 0.41% | Q1 2016 | Q3 2017 | 7 |
AE Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
IHT Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
Clal Insurance Enterprises Holdings Ltd | 6 | 6 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q3 2019 | 6 |
WealthCare Investment Partners, LLC | 6 | 6 | 0.17% | 0.20% | 0.21% | Q4 2021 | Q1 2023 | 6 |
Resurgent Financial Advisors LLC | 5 | 1 | 0.05% | 0.11% | 0.18% | Q1 2022 | Q3 2023 | 6 |
Veritable, L.P. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
BAROMETER CAPITAL MANAGEMENT INC. | 6 | 6 | 0.06% | 0.12% | 0.20% | Q4 2020 | Q1 2022 | 6 |
Northeast Financial Consultants Inc | 6 | 6 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2022 | 6 |
OAK FAMILY ADVISORS, LLC | 6 | 6 | 0.11% | 0.13% | 0.14% | Q4 2020 | Q1 2022 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
RAYMOND JAMES TRUST N.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Peterson Wealth Services | 6 | 6 | 5.05% | 5.68% | 6.31% | Q4 2021 | Q1 2023 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Centerpoint Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
QS Investors, LLC | 6 | 6 | 0.51% | 0.62% | 0.69% | Q2 2016 | Q3 2017 | 6 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 6 |
MACKENZIE FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 6 |
SEAVIEW INVESTMENT MANAGERS LLC | 6 | 6 | 0.26% | 0.52% | 0.78% | Q4 2021 | Q1 2023 | 6 |
GRANDFIELD & DODD, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Advisor OS, LLC | 6 | 6 | 0.04% | 0.74% | 1.22% | Q1 2022 | Q2 2023 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2017 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Sunflower Bank, N.A. | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Willingdon Wealth Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.13% | 0.17% | 0.20% | Q3 2016 | Q4 2017 | 6 |
Beacon Capital Management, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Verity Asset Management, Inc. | 6 | 6 | 0.24% | 0.28% | 0.35% | Q1 2017 | Q2 2018 | 6 |
MGO ONE SEVEN LLC | 5 | 1 | 0.01% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Running Point Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bank Julius Baer & Co. Ltd, Zurich | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
GPS Wealth Strategies Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
CENTAURUS FINANCIAL, INC. | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q1 2022 | 5 |
CreativeOne Wealth, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 5 |
SeaCrest Wealth Management, LLC | 2 | 1 | 0.00% | 0.06% | 0.24% | Q3 2018 | Q1 2023 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Belpointe Asset Management LLC | 3 | 2 | 0.01% | 0.07% | 0.20% | Q2 2021 | Q1 2023 | 5 |
First PREMIER Bank | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2017 | 5 |
BigSur Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q1 2023 | 5 |
Cornerstone Financial Partners, LLC | 5 | 5 | 0.10% | 0.18% | 0.24% | Q4 2016 | Q4 2017 | 5 |
PSI Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
People's United Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q2 2019 | 5 |
Kovitz Investment Group Partners, LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q1 2020 | 5 |
Allianz Asset Management GmbH | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 0.40% | 0.67% | 0.91% | Q3 2022 | Q3 2023 | 5 |
HAP Trading, LLC | 3 | 2 | 0.09% | 0.16% | 0.26% | Q2 2020 | Q2 2022 | 5 |
J Arnold Wealth Management Co | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 5 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.10% | 0.26% | Q3 2016 | Q1 2023 | 5 |
Vontobel Swiss Wealth Advisors AG | 5 | 5 | 0.28% | 0.31% | 0.35% | Q2 2019 | Q2 2020 | 5 |
Vivaldi Capital Management LP | 5 | 5 | 0.24% | 0.26% | 0.28% | Q1 2022 | Q1 2023 | 5 |
D.A. DAVIDSON & CO. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 5 |
Mason & Associates Inc | 5 | 5 | 0.08% | 0.12% | 0.15% | Q1 2022 | Q1 2023 | 5 |
STAPP WEALTH MANAGEMENT, PLLC | 5 | 5 | 0.74% | 1.08% | 1.42% | Q3 2022 | Q3 2023 | 5 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 5 |
Joseph P. Lucia & Associates, LLC | 2 | 2 | 0.01% | 0.03% | 0.08% | Q1 2020 | Q2 2022 | 4 |
Evercore Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Well Done, LLC | 3 | 1 | 0.05% | 0.06% | 0.07% | Q2 2018 | Q2 2019 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Bangor Savings Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 4 |
Transform Wealth, LLC | 4 | 4 | 0.63% | 0.94% | 1.27% | Q4 2022 | Q3 2023 | 4 |
Great Diamond Partners, LLC | 4 | 4 | 0.32% | 0.37% | 0.41% | Q2 2022 | Q1 2023 | 4 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2019 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Engrave Wealth Partners LLC | 4 | 4 | 1.84% | 2.03% | 2.36% | Q1 2021 | Q4 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q4 2022 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Commonwealth Financial Services, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q1 2017 | 4 |
Johnson Financial Group, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Column Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Caption Management, LLC | 2 | 2 | 0.03% | 0.09% | 0.16% | Q2 2023 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
OPPENHEIMER & CO INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2022 | 4 |
WEALTH EFFECTS LLC | 3 | 1 | 0.09% | 0.13% | 0.19% | Q2 2022 | Q3 2023 | 4 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
INSIGHT 2811, INC. | 4 | 4 | 0.21% | 0.23% | 0.25% | Q2 2022 | Q1 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.08% | 0.11% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
MARVIN & PALMER ASSOCIATES INC | 3 | 1 | 3.62% | 4.32% | 4.74% | Q4 2020 | Q1 2022 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q1 2023 | 4 |
Virtu KCG Holdings LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q2 2017 | 4 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 4 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Alphadyne Asset Management LP | 3 | 3 | 1.37% | 2.37% | 4.35% | Q1 2022 | Q3 2022 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q1 2019 | 3 |
MJP ASSOCIATES INC /ADV | 3 | 3 | 0.20% | 2.08% | 3.17% | Q1 2022 | Q3 2022 | 3 |
ORG Partners LLC | 3 | 3 | 0.14% | 0.20% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Financial Architects, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 3 |
Brick & Kyle, Associates | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Stamos Capital Partners, L.P. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
CapWealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 3 |
Arete Wealth Advisors, LLC | 2 | 1 | 0.09% | 0.58% | 0.92% | Q3 2017 | Q2 2022 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q4 2018 | 3 |
Csenge Advisory Group | 3 | 3 | 0.06% | 0.28% | 0.40% | Q1 2022 | Q3 2022 | 3 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.03% | 0.48% | 1.33% | Q2 2016 | Q4 2016 | 3 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
American Institute for Advanced Investment Management, LLP | 3 | 3 | 0.42% | 0.43% | 0.44% | Q2 2022 | Q4 2022 | 3 |
Rossmore Private Capital | 2 | 1 | 0.08% | 0.14% | 0.20% | Q4 2017 | Q3 2018 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
FWL INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 3 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q1 2022 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Alpine Global Management, LLC | 2 | 1 | 0.14% | 0.39% | 0.83% | Q4 2016 | Q2 2023 | 3 |
PEAK6 Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
PRUDENTIAL PLC | 1 | 1 | 0.01% | 0.11% | 0.28% | Q3 2020 | Q1 2022 | 3 |
Private Capital Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 3 |
COLUMBIA ADVISORY PARTNERS LLC | 3 | 3 | 1.07% | 4.56% | 6.85% | Q1 2023 | Q3 2023 | 3 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 1 | 1 | 0.06% | 0.06% | 0.07% | Q2 2019 | Q3 2020 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.05% | 0.14% | Q4 2021 | Q3 2022 | 3 |
Beta Wealth Group, Inc. | 3 | 3 | 6.49% | 6.53% | 6.58% | Q1 2023 | Q3 2023 | 3 |
MONECO Advisors, LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Alliance LLC | 3 | 3 | 0.00% | 0.24% | 0.37% | Q4 2022 | Q2 2023 | 3 |
B. Riley Wealth Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.17% | 0.19% | 0.22% | Q1 2021 | Q3 2021 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
MMBG INVESTMENT ADVISORS CO. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 3 | 3 | 0.11% | 0.13% | 0.15% | Q2 2016 | Q4 2016 | 3 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
WFG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
SWS Partners | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Wealthfront Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Choate Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.14% | 0.47% | 0.80% | Q1 2018 | Q1 2021 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.09% | 0.18% | Q3 2017 | Q1 2018 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Sound View Wealth Advisors Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.12% | 0.95% | 1.77% | Q2 2022 | Q3 2022 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
IBERIABANK CORP | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2016 | Q4 2016 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 2 |
Spring Creek Investment Management, LLC | 2 | 2 | 18.14% | 20.87% | 23.60% | Q1 2021 | Q2 2021 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.70% | 0.71% | 0.71% | Q2 2023 | Q3 2023 | 2 |
FORTE CAPITAL LLC /ADV | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2016 | Q3 2016 | 2 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Barber Financial Group, Inc. | 1 | 1 | 0.15% | 0.18% | 0.21% | Q3 2017 | Q2 2018 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 0.06% | 0.08% | Q2 2022 | Q2 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q4 2019 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 2 |
Atria Investments, Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Visionary Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
NATIXIS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
BIVIN & ASSOCIATES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
AllSquare Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Sigma Planning Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
TAP Consulting, LLC | 2 | 2 | 0.46% | 0.52% | 0.58% | Q2 2022 | Q3 2022 | 2 |
Donoghue Forlines LLC | 2 | 2 | 0.42% | 0.54% | 0.66% | Q1 2018 | Q2 2018 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2 | 2 | 1.34% | 1.38% | 1.42% | Q1 2021 | Q2 2021 | 2 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 2 |
Eagle Strategies LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
MCIA Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q2 2022 | 2 |
COMERICA SECURITIES INC | 2 | 2 | 0.21% | 0.21% | 0.22% | Q2 2016 | Q3 2016 | 2 |
Peregrine Asset Advisers, Inc. | 2 | 2 | 0.20% | 0.23% | 0.25% | Q3 2016 | Q4 2016 | 2 |
Madison Asset Management, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Crestmont Private Wealth LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
THEORY FINANCIAL LLC | 2 | 2 | 2.01% | 2.01% | 2.02% | Q1 2022 | Q2 2022 | 2 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.08% | 0.17% | Q1 2022 | Q2 2023 | 2 |
Sterling Manor Financial, LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2021 | Q3 2021 | 2 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.47% | 0.48% | 0.50% | Q3 2017 | Q2 2018 | 2 |
Rather & Kittrell, Inc. | 2 | 2 | 0.32% | 0.36% | 0.39% | Q4 2021 | Q1 2022 | 2 |
Bison Wealth, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2022 | Q4 2022 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 2 |
Barry Investment Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Strategic Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Grace Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Infini Master Fund | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2022 | Q1 2022 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Sumitomo Mitsui Trust Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
SPC Financial, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2017 | Q4 2017 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2017 | Q1 2017 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
PICTET ASSET MANAGEMENT SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Wharton Business Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AXS Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Grand Central Investment Group | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2020 | Q4 2020 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Manifold Partners, LLC | 1 | 1 | 4.02% | 4.02% | 4.02% | Q1 2018 | Q1 2018 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
TD ASSET MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Orbitronix, LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2016 | Q2 2016 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Activest Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2018 | Q1 2018 | 1 |
Titus Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2018 | Q4 2018 | 1 |
Infini Capital Management Ltd | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2022 | Q1 2022 | 1 |
3EDGE Asset Management, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Euclid Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Deane Retirement Strategies, Inc. | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2022 | Q1 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
GABELLI FUNDS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q4 2019 | Q4 2019 | 1 |
S.A. Mason LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 3.01% | 3.01% | 3.01% | Q1 2022 | Q1 2022 | 1 |
Walleye Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lee Financial Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
L & S Advisors Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
ADE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Verity & Verity, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PICTET BANK & TRUST Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 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.