Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HSBC HOLDINGS PLC | 20 | 20 | 0.00% | 0.09% | 0.50% | Q4 2018 | Q3 2023 | 29 |
BlackRock Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 24 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 22 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 22 |
CUTLER INVESTMENT COUNSEL LLC | 21 | 21 | 0.93% | 1.10% | 1.18% | Q3 2018 | Q3 2023 | 21 |
Betterment LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Raymond James Financial Services Advisors, Inc. | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Mirae Asset Global Investments Co., Ltd. | 20 | 20 | 0.00% | 0.07% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Cambria Investment Management, L.P. | 20 | 20 | 0.06% | 0.56% | 1.11% | Q4 2018 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Patriot Financial Group Insurance Agency, LLC | 20 | 20 | 0.01% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.33% | 0.55% | 0.83% | Q4 2018 | Q3 2023 | 20 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 1.48% | 3.39% | Q4 2018 | Q3 2023 | 20 |
CITIGROUP INC | 20 | 20 | 0.02% | 0.04% | 0.13% | Q4 2018 | Q3 2023 | 20 |
ALLIANCEBERNSTEIN L.P. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.07% | 0.60% | Q4 2018 | Q3 2023 | 20 |
Charles Schwab Investment Advisory, Inc. | 20 | 20 | 0.16% | 0.44% | 0.91% | Q4 2018 | Q3 2023 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
CIBC Asset Management Inc | 20 | 20 | 0.00% | 0.09% | 0.34% | Q4 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
PARK AVENUE SECURITIES LLC | 20 | 20 | 0.25% | 0.46% | 1.75% | Q4 2018 | Q3 2023 | 20 |
Front Row Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Morningstar Investment Services LLC | 20 | 20 | 0.39% | 0.96% | 1.58% | Q4 2018 | Q3 2023 | 20 |
Valmark Advisers, Inc. | 20 | 20 | 1.60% | 1.88% | 2.16% | Q4 2018 | Q3 2023 | 20 |
SEI INVESTMENTS CO | 20 | 20 | 0.41% | 0.57% | 0.99% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
LPL Financial LLC | 20 | 20 | 0.01% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
US BANCORP \DE\ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Allworth Financial LP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
GUGGENHEIM CAPITAL LLC | 20 | 20 | 0.07% | 0.11% | 0.19% | Q4 2018 | Q3 2023 | 20 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
UBS Group AG | 20 | 20 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
JPMORGAN CHASE & CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
UBS ASSET MANAGEMENT AMERICAS INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
EVERGREEN CAPITAL MANAGEMENT LLC | 20 | 20 | 0.55% | 0.95% | 1.40% | Q4 2018 | Q3 2023 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
MORGAN STANLEY | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Gilbert & Cook, Inc. | 20 | 20 | 0.04% | 0.21% | 0.75% | Q4 2018 | Q3 2023 | 20 |
MML INVESTORS SERVICES, LLC | 20 | 20 | 0.00% | 0.03% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Towerpoint Wealth, LLC | 20 | 20 | 0.21% | 2.78% | 4.37% | Q4 2018 | Q3 2023 | 20 |
ALPS ADVISORS INC | 20 | 20 | 0.03% | 0.07% | 0.13% | Q4 2018 | Q3 2023 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.11% | Q1 2016 | Q3 2023 | 20 |
Ballentine Partners, LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Invesco Ltd. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Checchi Capital Advisers, LLC | 20 | 20 | 0.76% | 1.18% | 2.05% | Q4 2018 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 12 | 7 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
TIAA, FSB | 19 | 19 | 0.03% | 0.05% | 0.11% | Q4 2018 | Q2 2023 | 19 |
Janney Montgomery Scott LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Legacy Bridge, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Capital Investment Advisory Services, LLC | 15 | 4 | 0.01% | 0.63% | 2.03% | Q4 2018 | Q3 2023 | 19 |
Main Management LLC | 19 | 19 | 0.01% | 0.14% | 0.62% | Q3 2018 | Q1 2023 | 19 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 17 | 2 | 2.39% | 2.93% | 3.69% | Q4 2018 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 17 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 19 |
Sage Advisory Services, Ltd.Co. | 18 | 1 | 0.10% | 0.44% | 1.22% | Q4 2018 | Q3 2023 | 19 |
AE Wealth Management LLC | 18 | 18 | 0.03% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 18 | 0.00% | 0.01% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Tower Research Capital LLC (TRC) | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
NOMURA ASSET MANAGEMENT CO LTD | 9 | 2 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 18 |
Personal Capital Advisors Corp | 17 | 17 | 1.04% | 1.36% | 1.53% | Q4 2018 | Q4 2022 | 17 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.03% | Q4 2018 | Q3 2023 | 17 |
Financial Management Professionals, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 17 |
OPPENHEIMER ASSET MANAGEMENT INC. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 16 |
WELLINGTON MANAGEMENT GROUP LLP | 9 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 16 |
Hudock, Inc. | 16 | 16 | 0.02% | 0.13% | 0.31% | Q4 2018 | Q3 2022 | 16 |
HANCOCK WHITNEY CORP | 12 | 4 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 16 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 16 | 16 | 0.10% | 0.55% | 0.99% | Q2 2019 | Q1 2023 | 16 |
Penn Mutual Asset Management, LLC | 9 | 7 | 1.10% | 8.37% | 25.34% | Q2 2019 | Q3 2023 | 16 |
Perigon Wealth Management, LLC | 15 | 1 | 0.02% | 0.05% | 0.10% | Q3 2011 | Q3 2023 | 16 |
Private Advisor Group, LLC | 15 | 1 | 0.00% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 16 |
American Portfolios Advisors | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CALTON & ASSOCIATES, INC. | 12 | 1 | 0.06% | 0.10% | 0.30% | Q4 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
RIVERSEDGE ADVISORS, LLC | 15 | 15 | 1.00% | 1.48% | 3.11% | Q2 2019 | Q4 2022 | 15 |
Gradient Investments LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
Cordasco Financial Network | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 15 |
Creative Planning | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 15 |
VPR Management LLC | 15 | 15 | 1.60% | 1.91% | 2.43% | Q1 2020 | Q3 2023 | 15 |
PITCAIRN CO | 15 | 15 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Neuberger Berman Group LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 14 |
DEUTSCHE BANK AG\ | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2022 | 14 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 14 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.36% | 1.38% | 1.64% | Q4 2018 | Q1 2022 | 14 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 14 | 14 | 0.01% | 2.04% | 4.34% | Q4 2018 | Q1 2022 | 14 |
Larson Financial Group LLC | 8 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
IndexIQ Advisors LLC | 14 | 14 | 0.32% | 0.62% | 0.82% | Q4 2018 | Q1 2022 | 14 |
WHITTIER TRUST CO | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 14 |
EFG Asset Management (Americas) Corp. | 14 | 14 | 0.13% | 0.17% | 0.24% | Q1 2020 | Q2 2023 | 14 |
Advisory Services Network, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 14 |
BANK OF NOVA SCOTIA | 12 | 2 | 0.00% | 0.27% | 0.82% | Q4 2018 | Q2 2022 | 14 |
PFS INVESTMENTS INC. | 11 | 1 | 0.01% | 0.30% | 0.75% | Q4 2018 | Q2 2023 | 14 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 13 |
STATE OF WISCONSIN INVESTMENT BOARD | 13 | 13 | 0.06% | 0.19% | 0.25% | Q3 2019 | Q3 2022 | 13 |
Geneos Wealth Management Inc. | 9 | 1 | 0.00% | 0.01% | 0.12% | Q4 2018 | Q3 2023 | 13 |
FIFTH THIRD BANCORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
Merriman Wealth Management, LLC | 13 | 13 | 0.02% | 0.35% | 1.25% | Q4 2018 | Q4 2021 | 13 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 13 |
Prospera Financial Services Inc | 9 | 4 | 0.00% | 0.11% | 0.47% | Q1 2019 | Q2 2022 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Carroll Financial Associates, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
MD Financial Management Inc. | 13 | 13 | 1.51% | 2.10% | 2.76% | Q4 2018 | Q4 2021 | 13 |
Tradewinds Capital Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 13 |
CAPTRUST FINANCIAL ADVISORS | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
Summit Financial, LLC | 10 | 1 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 13 |
SIGNATUREFD, LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
Orion Portfolio Solutions, LLC | 9 | 4 | 0.00% | 0.11% | 0.46% | Q4 2019 | Q2 2023 | 13 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
IFG Advisory, LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
FRANKLIN RESOURCES INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
RFG Advisory, LLC | 8 | 4 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q1 2022 | 12 |
Renaissance Technologies | 5 | 3 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2023 | 12 |
TD ASSET MANAGEMENT INC | 9 | 3 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 12 |
Simplicity Solutions, LLC | 9 | 3 | 0.02% | 0.10% | 0.26% | Q4 2018 | Q3 2023 | 12 |
FIRST CITIZENS BANK & TRUST CO | 6 | 1 | 0.01% | 0.46% | 1.82% | Q4 2018 | Q3 2023 | 12 |
First Horizon Advisors, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 12 |
BCWM, LLC | 7 | 5 | 1.12% | 1.66% | 2.78% | Q2 2019 | Q2 2022 | 12 |
HM PAYSON & CO | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 12 |
CAHILL FINANCIAL ADVISORS INC | 12 | 12 | 0.16% | 0.26% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Veery Capital, LLC | 12 | 12 | 0.92% | 1.14% | 1.58% | Q4 2020 | Q3 2023 | 12 |
LAKE STREET PRIVATE WEALTH, LLC | 12 | 12 | 0.32% | 0.50% | 0.69% | Q4 2020 | Q3 2023 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Jacobi Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
NinePointTwo Capital LLC | 12 | 12 | 1.98% | 9.76% | 12.59% | Q4 2020 | Q3 2023 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
ASSETMARK, INC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 1.52% | 2.46% | 3.84% | Q4 2020 | Q3 2023 | 12 |
COLONY GROUP LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 11 |
Western Asset Management Company, LLC | 11 | 11 | 2.27% | 15.10% | 24.40% | Q1 2021 | Q3 2023 | 11 |
Bank of New York Mellon Corp | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 11 |
AMERICAN CENTURY COMPANIES INC | 11 | 11 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q4 2021 | 11 |
NEXT Financial Group, Inc | 6 | 5 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q4 2021 | 11 |
Sound Income Strategies, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
AdvisorNet Financial, Inc | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 11 |
Valeo Financial Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 11 |
Parallel Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 11 |
Crabel Capital Management, LLC | 4 | 1 | 0.15% | 0.85% | 2.00% | Q3 2019 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
FDx Advisors, Inc. | 9 | 2 | 0.01% | 0.15% | 0.54% | Q4 2018 | Q2 2022 | 11 |
Brinker Capital Investments, LLC | 11 | 11 | 0.00% | 0.05% | 0.08% | Q4 2018 | Q2 2021 | 11 |
Charles Schwab Trust Co | 9 | 1 | 0.04% | 0.36% | 1.30% | Q3 2019 | Q3 2022 | 10 |
Allianz Asset Management GmbH | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 10 |
Financial Sense Advisors, Inc. | 8 | 2 | 0.36% | 1.43% | 3.80% | Q1 2019 | Q3 2021 | 10 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 9 | 1 | 0.00% | 0.04% | 0.06% | Q4 2018 | Q1 2022 | 10 |
Banque Cantonale Vaudoise | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
GOULD ASSET MANAGEMENT LLC /CA/ | 10 | 10 | 0.12% | 0.17% | 0.23% | Q4 2018 | Q1 2021 | 10 |
Clearstead Advisors, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 10 |
Windham Capital Management, LLC | 6 | 4 | 0.06% | 0.56% | 2.17% | Q4 2018 | Q2 2021 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Whitcomb & Hess, Inc. | 10 | 10 | 2.75% | 2.91% | 3.02% | Q2 2021 | Q3 2023 | 10 |
BBVA USA Bancshares, Inc. | 10 | 10 | 0.02% | 0.05% | 0.07% | Q4 2018 | Q1 2021 | 10 |
CENTRAL TRUST Co | 10 | 10 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Columbus Macro, LLC | 6 | 1 | 0.07% | 1.18% | 4.16% | Q2 2019 | Q3 2023 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.03% | 0.32% | 1.51% | Q3 2019 | Q3 2023 | 10 |
QUATTRO FINANCIAL ADVISORS LLC | 9 | 1 | 0.06% | 0.24% | 0.45% | Q2 2019 | Q4 2021 | 10 |
QS Investors, LLC | 10 | 10 | 0.06% | 0.22% | 0.42% | Q4 2018 | Q1 2021 | 10 |
Man Group plc | 10 | 10 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2021 | 10 |
Psagot Value Holdings Ltd. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
Wilshire Advisors LLC | 10 | 10 | 1.12% | 3.23% | 5.19% | Q4 2018 | Q1 2021 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Capital Investment Advisors, LLC | 9 | 9 | 0.90% | 0.96% | 1.07% | Q4 2021 | Q4 2023 | 9 |
Clark Capital Management Group, Inc. | 8 | 1 | 0.03% | 0.13% | 0.24% | Q4 2018 | Q2 2023 | 9 |
VIEWPOINT INVESTMENT PARTNERS CORP | 9 | 9 | 0.56% | 15.51% | 32.52% | Q3 2021 | Q3 2023 | 9 |
ING GROEP NV | 8 | 1 | 0.12% | 0.23% | 0.59% | Q4 2018 | Q3 2022 | 9 |
MEEDER ASSET MANAGEMENT INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 9 |
TWIN CAPITAL MANAGEMENT INC | 9 | 9 | 0.10% | 0.28% | 0.46% | Q3 2018 | Q3 2020 | 9 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.04% | 0.47% | 2.00% | Q3 2018 | Q3 2023 | 9 |
Matisse Capital | 6 | 3 | 0.08% | 0.43% | 0.99% | Q4 2018 | Q3 2023 | 9 |
DeGreen Capital Management LLC | 9 | 9 | 1.02% | 3.12% | 5.04% | Q4 2018 | Q4 2020 | 9 |
Center for Financial Planning, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 9 | 9 | 0.09% | 0.25% | 0.39% | Q2 2019 | Q2 2021 | 9 |
TORONTO DOMINION BANK | 4 | 1 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q4 2022 | 9 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 9 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 9 |
VAN ECK ASSOCIATES CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Latitude Advisors, LLC | 9 | 9 | 0.14% | 0.18% | 0.22% | Q1 2021 | Q1 2023 | 9 |
Column Capital Advisors, LLC | 9 | 9 | 0.00% | 0.02% | 0.08% | Q3 2020 | Q3 2022 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2020 | 8 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 8 | 8 | 0.12% | 0.18% | 0.27% | Q4 2018 | Q3 2020 | 8 |
UBP Investment Advisors SA | 8 | 8 | 0.32% | 0.39% | 0.51% | Q3 2019 | Q2 2021 | 8 |
First Allied Advisory Services, Inc. | 8 | 8 | 0.02% | 0.21% | 0.56% | Q4 2018 | Q3 2020 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 3.74% | 4.04% | 4.27% | Q4 2021 | Q3 2023 | 8 |
WEDBUSH SECURITIES INC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 8 |
H&H Retirement Design & Management INC | 8 | 8 | 0.21% | 1.77% | 2.90% | Q4 2021 | Q3 2023 | 8 |
Carmichael Hill & Associates, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.91% | 2.92% | Q2 2019 | Q1 2023 | 8 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q1 2022 | 8 |
Manning & Napier Group, LLC | 6 | 1 | 0.10% | 0.15% | 0.19% | Q4 2019 | Q1 2022 | 8 |
HighTower Advisors, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 8 |
PFG Advisors | 8 | 8 | 0.11% | 0.15% | 0.18% | Q4 2018 | Q3 2020 | 8 |
MUFG Americas Holdings Corp | 7 | 1 | 0.00% | 0.06% | 0.09% | Q4 2018 | Q3 2022 | 8 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 8 |
1832 Asset Management L.P. | 7 | 1 | 0.00% | 0.05% | 0.14% | Q4 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
abrdn plc | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Faithward Advisors, LLC | 5 | 1 | 0.00% | 0.11% | 0.27% | Q3 2020 | Q1 2023 | 8 |
HHM Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2021 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.02% | 0.12% | 0.24% | Q4 2021 | Q3 2023 | 8 |
DRAVO BAY LLC | 8 | 8 | 1.59% | 1.78% | 2.12% | Q4 2021 | Q3 2023 | 8 |
M&T BANK CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 8 |
Tanager Wealth Management LLP | 8 | 8 | 0.21% | 1.11% | 1.40% | Q4 2021 | Q3 2023 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Hanlon Investment Management, Inc. | 7 | 1 | 1.92% | 2.34% | 3.16% | Q1 2019 | Q2 2022 | 8 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 7 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.00% | 0.29% | 1.06% | Q1 2019 | Q2 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.13% | 0.48% | Q3 2019 | Q1 2021 | 7 |
BALDWIN BROTHERS LLC/MA | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 7 |
Concord Wealth Partners | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
BESSEMER GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Advisors Asset Management, Inc. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
CONNING INC. | 7 | 7 | 0.15% | 0.24% | 0.27% | Q1 2022 | Q3 2023 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 7 |
NOTTINGHAM ADVISORS, INC. | 7 | 7 | 0.02% | 0.84% | 2.00% | Q3 2019 | Q1 2021 | 7 |
Winslow, Evans & Crocker, Inc. | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 7 |
LEUTHOLD GROUP, LLC | 7 | 7 | 0.47% | 0.94% | 1.61% | Q1 2022 | Q3 2023 | 7 |
BerganKDV Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 7 |
RMB Capital Management, LLC | 4 | 1 | 0.01% | 0.11% | 0.33% | Q1 2019 | Q4 2022 | 7 |
Hilltop Holdings Inc. | 6 | 1 | 0.04% | 0.10% | 0.31% | Q3 2020 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 7 |
WADDELL & ASSOCIATES, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 7 |
Pekin Hardy Strauss, Inc. | 4 | 1 | 0.04% | 0.18% | 0.46% | Q3 2019 | Q3 2023 | 7 |
Westover Capital Advisors, LLC | 7 | 7 | 0.65% | 1.29% | 1.62% | Q4 2018 | Q2 2020 | 7 |
Continuum Advisory, LLC | 6 | 1 | 0.04% | 0.07% | 0.20% | Q4 2018 | Q3 2023 | 7 |
OneDigital Investment Advisors LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 7 |
Moloney Securities Asset Management, LLC | 7 | 7 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q2 2021 | 7 |
Lenox Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Castleview Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Sargent Bickham Lagudis LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 7 |
Keebeck Wealth Management, LLC | 7 | 7 | 0.33% | 0.51% | 0.59% | Q1 2022 | Q3 2023 | 7 |
Lenox Wealth Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Destiny Wealth Partners, LLC | 4 | 1 | 0.00% | 0.56% | 1.07% | Q1 2021 | Q3 2023 | 7 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q1 2021 | 6 |
SWMG, LLC | 6 | 6 | 0.15% | 0.20% | 0.23% | Q4 2020 | Q1 2022 | 6 |
B. Riley Wealth Management, Inc. | 4 | 2 | 0.00% | 0.06% | 0.12% | Q3 2018 | Q2 2022 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 6 |
Bristlecone Advisors, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
Joseph P. Lucia & Associates, LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 2 | 0.10% | 0.33% | 0.72% | Q4 2018 | Q1 2023 | 6 |
Hillsdale Investment Management Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Avion Wealth | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Kistler-Tiffany Companies, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
KWB Wealth | 6 | 6 | 0.03% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
ShoreHaven Wealth Partners, LLC | 6 | 6 | 0.94% | 1.15% | 1.52% | Q4 2020 | Q1 2022 | 6 |
SMITH SHELLNUT WILSON LLC /ADV | 6 | 6 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2021 | 6 |
Cetera Investment Advisers | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.08% | 0.40% | 0.95% | Q1 2022 | Q2 2023 | 6 |
Independence Bank of Kentucky | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 6 |
FIFTH THIRD SECURITIES, INC. | 6 | 6 | 0.16% | 0.19% | 0.22% | Q2 2022 | Q3 2023 | 6 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.04% | 0.16% | Q4 2020 | Q2 2022 | 6 |
McIlrath & Eck, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Miracle Mile Advisors, LLC | 4 | 2 | 0.02% | 0.88% | 2.04% | Q4 2018 | Q3 2021 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
TOMPKINS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
Bartlett & Co. LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2023 | 6 |
Price Wealth, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2020 | 6 |
American Research & Management Co. | 2 | 1 | 0.00% | 0.07% | 0.33% | Q1 2020 | Q3 2022 | 6 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 1 | 0.02% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 6 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Athanor Capital, LP | 6 | 6 | 0.04% | 2.17% | 6.54% | Q1 2019 | Q2 2020 | 6 |
NWAM LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
GREENWOOD CAPITAL ASSOCIATES LLC | 6 | 6 | 0.78% | 0.95% | 1.09% | Q4 2018 | Q1 2020 | 6 |
Atria Investments, Inc | 6 | 6 | 0.07% | 0.09% | 0.10% | Q4 2018 | Q1 2020 | 6 |
Brookstone Capital Management | 4 | 2 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2020 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Penserra Capital Management LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Mariner, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
LGL PARTNERS, LLC | 5 | 5 | 0.24% | 0.86% | 1.26% | Q4 2018 | Q4 2019 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.08% | 0.11% | 0.16% | Q4 2018 | Q4 2019 | 5 |
Alberta Investment Management Corp | 5 | 5 | 0.16% | 0.27% | 0.38% | Q4 2020 | Q4 2021 | 5 |
FFT WEALTH MANAGEMENT LLC | 5 | 5 | 0.08% | 1.90% | 3.25% | Q4 2018 | Q4 2019 | 5 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.04% | 0.04% | 0.06% | Q4 2018 | Q4 2019 | 5 |
Crow Point Partners, LLC | 5 | 5 | 0.06% | 0.69% | 2.98% | Q4 2018 | Q4 2019 | 5 |
BARINGS LLC | 5 | 5 | 0.02% | 0.08% | 0.26% | Q3 2020 | Q3 2021 | 5 |
SG Americas Securities, LLC | 2 | 1 | 0.01% | 0.13% | 0.33% | Q4 2018 | Q1 2023 | 5 |
SkyView Investment Advisors, LLC | 3 | 2 | 0.32% | 0.79% | 1.15% | Q4 2020 | Q1 2022 | 5 |
Legacy Private Trust Co. | 5 | 5 | 0.08% | 0.28% | 0.85% | Q4 2018 | Q4 2019 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q4 2022 | 5 |
Atria Wealth Solutions, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 1 | 0.02% | 0.07% | 0.15% | Q4 2019 | Q4 2022 | 5 |
Disciplined Investments, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 5 |
WINTRUST INVESTMENTS LLC | 5 | 5 | 0.04% | 0.07% | 0.12% | Q4 2018 | Q4 2019 | 5 |
GLENMEDE TRUST CO NA | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 5 |
V Wealth Advisors LLC | 5 | 5 | 0.10% | 0.15% | 0.18% | Q4 2018 | Q4 2019 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.20% | 0.36% | Q3 2022 | Q3 2023 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q4 2021 | 5 |
PROFFITT & GOODSON INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Stratos Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Everhart Financial Group, Inc. | 3 | 1 | 0.12% | 0.19% | 0.28% | Q4 2020 | Q3 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TCI Wealth Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
Zions Bancorporation, N.A. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 5 |
Certified Advisory Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Freedom Investment Management, Inc. | 5 | 5 | 0.13% | 0.25% | 0.30% | Q1 2021 | Q1 2022 | 5 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 2 | 0.03% | 0.05% | 0.09% | Q2 2020 | Q2 2022 | 5 |
Sigma Planning Corp | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 5 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q4 2022 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.04% | 0.63% | 1.02% | Q4 2022 | Q3 2023 | 4 |
Apeiron RIA LLC | 4 | 4 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q3 2023 | 4 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 4 | 4 | 0.00% | 0.02% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 0.97% | 1.07% | 1.15% | Q4 2022 | Q3 2023 | 4 |
UG Investment Advisers Ltd. | 4 | 4 | 0.40% | 1.14% | 1.64% | Q4 2022 | Q3 2023 | 4 |
New Century Advisors, LLC | 4 | 4 | 3.65% | 8.37% | 10.58% | Q4 2021 | Q3 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
All Season Financial Advisors, Inc. | 4 | 4 | 0.79% | 1.09% | 1.47% | Q3 2022 | Q2 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.06% | 0.09% | 0.12% | Q4 2018 | Q3 2019 | 4 |
TCP Asset Management, LLC | 4 | 4 | 1.81% | 1.88% | 1.96% | Q4 2022 | Q3 2023 | 4 |
OMERS ADMINISTRATION Corp | 4 | 4 | 2.19% | 3.77% | 4.68% | Q4 2018 | Q3 2019 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.38% | 1.42% | Q4 2019 | Q1 2023 | 4 |
Moser Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.07% | 0.26% | Q4 2019 | Q3 2020 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.07% | 0.10% | 0.15% | Q4 2018 | Q3 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JAMES INVESTMENT RESEARCH INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
NewEdge Advisors, 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% | Q2 2022 | Q2 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.28% | 0.28% | 0.29% | Q4 2022 | Q3 2023 | 4 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.19% | 0.36% | Q4 2020 | Q1 2022 | 4 |
PICTET ASSET MANAGEMENT LTD | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q4 2019 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
WEBSTER BANK, N. A. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
ALM First Financial Advisors, LLC | 4 | 4 | 3.91% | 4.05% | 4.18% | Q4 2022 | Q3 2023 | 4 |
CULLEN/FROST BANKERS, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
1834 INVESTMENT ADVISORS CO | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
New Harbor Financial Group, LLC | 4 | 4 | 3.17% | 3.64% | 3.96% | Q4 2022 | Q3 2023 | 4 |
Addison Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
3EDGE Asset Management, LP | 3 | 1 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q2 2022 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
Parallax Volatility Advisers, L.P. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Verition Fund Management LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q2 2023 | 4 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 4 |
RiverFront Investment Group, LLC | 3 | 3 | 0.49% | 0.52% | 0.54% | Q1 2019 | Q3 2019 | 3 |
Venture Visionary Partners LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q2 2022 | 3 |
Accurate Wealth Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q2 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.06% | 0.25% | 0.61% | Q4 2018 | Q4 2022 | 3 |
Johnson Bixby & Associates, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q2 2021 | 3 |
VALLEY NATIONAL ADVISERS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Vontobel Swiss Wealth Advisors AG | 3 | 3 | 0.18% | 0.30% | 0.47% | Q4 2018 | Q2 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Marquette Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.02% | 0.64% | 0.98% | Q1 2023 | Q3 2023 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 1.37% | 1.37% | 1.38% | Q1 2022 | Q3 2022 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Global Trust Asset Management, LLC | 3 | 3 | 0.21% | 0.35% | 0.43% | Q3 2019 | Q1 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Founders Financial Alliance, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
SPINNAKER TRUST | 3 | 3 | 0.03% | 0.64% | 0.97% | Q3 2019 | Q1 2020 | 3 |
D'Orazio & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
HORIZON BANCORP INC /IN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
First Citizens Asset Management, Inc. | 3 | 3 | 1.49% | 1.59% | 1.78% | Q1 2023 | Q3 2023 | 3 |
6 Meridian | 3 | 3 | 1.33% | 1.50% | 1.61% | Q2 2021 | Q4 2021 | 3 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
LexAurum Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
Collaborative Wealth Managment Inc. | 3 | 3 | 1.04% | 1.34% | 1.56% | Q1 2023 | Q3 2023 | 3 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
First Capital Advisors Group, LLC. | 2 | 1 | 0.01% | 0.71% | 1.10% | Q4 2021 | Q2 2023 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.05% | 0.14% | Q2 2019 | Q3 2023 | 3 |
Riverview Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Virtue Capital Management, LLC | 2 | 1 | 0.06% | 0.08% | 0.09% | Q1 2019 | Q2 2020 | 3 |
Wealthstreet Investment Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
Family Asset Management, LLC | 3 | 3 | 0.20% | 0.32% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Horizon Investments, LLC | 2 | 1 | 0.00% | 0.41% | 0.63% | Q3 2019 | Q2 2023 | 3 |
Alphadyne Asset Management LP | 3 | 3 | 5.99% | 33.71% | 85.12% | Q1 2019 | Q3 2019 | 3 |
Private Capital Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 3 |
Jefferies Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Balboa Wealth Partners | 3 | 3 | 0.08% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
MONECO Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Ackerman Capital Advisors, LLC | 2 | 1 | 0.01% | 0.39% | 1.02% | Q4 2018 | Q4 2019 | 3 |
American Assets Investment Management, LLC | 3 | 3 | 0.81% | 0.85% | 0.89% | Q4 2018 | Q2 2019 | 3 |
PICTET ASSET MANAGEMENT SA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Sandy Spring Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 3 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Community Bank, N.A. | 3 | 3 | 0.14% | 0.18% | 0.24% | Q3 2019 | Q1 2020 | 3 |
Perella Weinberg Partners Capital Management LP | 3 | 3 | 0.18% | 0.20% | 0.24% | Q4 2018 | Q2 2019 | 3 |
Bridge Advisory, LLC | 3 | 3 | 7.02% | 7.90% | 8.45% | Q1 2023 | Q3 2023 | 3 |
FREEDOM WEALTH ALLIANCE, LLC | 3 | 3 | 0.47% | 0.50% | 0.53% | Q4 2022 | Q2 2023 | 3 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 3 |
GFS Advisors, LLC | 3 | 3 | 0.15% | 0.18% | 0.21% | Q3 2021 | Q1 2022 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q1 2019 | 3 |
Asset Management One Co., Ltd. | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
WRAPMANAGER INC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q1 2019 | Q2 2019 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q4 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.21% | 0.28% | 0.35% | Q1 2020 | Q3 2020 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 2 |
Anson Capital, Inc. | 2 | 2 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q2 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Sentinus, LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q2 2023 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.18% | 0.77% | 1.36% | Q1 2019 | Q3 2019 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Laffer Tengler Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 2 | 0.23% | 0.24% | 0.25% | Q4 2019 | Q1 2020 | 2 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 2 | 2 | 1.48% | 1.59% | 1.70% | Q1 2022 | Q2 2022 | 2 |
PETRA FINANCIAL ADVISORS INC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q1 2023 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Horan Capital Advisors, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
RHS Financial, LLC | 2 | 2 | 0.25% | 0.27% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Covestor Ltd | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Shamrock Asset Management LLC | 2 | 2 | 0.01% | 0.10% | 0.18% | Q4 2018 | Q1 2019 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.06% | 0.12% | Q3 2021 | Q3 2023 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.12% | 0.22% | 0.32% | Q3 2021 | Q4 2021 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.15% | 0.19% | 0.23% | Q4 2018 | Q1 2019 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.09% | 0.68% | 1.27% | Q2 2022 | Q3 2022 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.03% | 0.21% | 0.38% | Q4 2019 | Q1 2020 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MBB PUBLIC MARKETS I LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q4 2022 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Crestone Asset Management LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q2 2019 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Varma Mutual Pension Insurance Co | 2 | 2 | 0.87% | 0.89% | 0.92% | Q2 2023 | Q3 2023 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Hall Kathryn A. | 2 | 2 | 0.25% | 0.28% | 0.30% | Q1 2019 | Q2 2019 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.19% | 0.20% | 0.21% | Q1 2019 | Q2 2019 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Diversified Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Foresight Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.52% | 0.54% | 0.56% | Q4 2021 | Q1 2022 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.69% | 0.70% | 0.71% | Q2 2023 | Q3 2023 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Tevis Investment Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
ExodusPoint Capital Management, LP | 2 | 2 | 1.02% | 1.12% | 1.21% | Q2 2019 | Q3 2019 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
tru Independence LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 2 |
Ahrens Investment Partners LLC | 1 | 1 | 0.17% | 0.37% | 0.57% | Q1 2021 | Q1 2023 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 2 |
Summit Global Investments | 1 | 1 | 0.08% | 0.10% | 0.11% | Q3 2018 | Q3 2020 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 0.74% | 1.20% | 1.66% | Q2 2023 | Q3 2023 | 2 |
Knuff & Co LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 2 |
Cavalier Investments, LLC | 1 | 1 | 0.64% | 1.25% | 1.87% | Q4 2020 | Q3 2021 | 2 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2019 | Q4 2019 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
SG3 Management, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q1 2019 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Lattice Strategies LLC | 2 | 2 | 1.35% | 1.49% | 1.63% | Q4 2018 | Q1 2019 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 2 |
WMS Partners, LLC | 2 | 2 | 0.02% | 0.07% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.11% | 0.22% | Q4 2018 | Q2 2019 | 2 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Eukles Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
PointState Capital LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Privium Fund Management (UK) Ltd | 1 | 1 | 2.31% | 2.31% | 2.31% | Q4 2020 | Q4 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Context Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NAN FUNG TRINITY (HK) Ltd | 1 | 1 | 9.53% | 9.53% | 9.53% | Q3 2023 | Q3 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Kathleen S. Wright Associates Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2018 | Q4 2018 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2020 | Q1 2020 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 4.63% | 4.63% | 4.63% | Q4 2020 | Q4 2020 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q1 2023 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Alaska Permanent Fund Corp | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2022 | Q2 2022 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2020 | Q1 2020 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 2.52% | 2.52% | 2.52% | Q3 2019 | Q3 2019 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LMR Partners LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2018 | Q4 2018 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
AMG National Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ARES MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Friedenthal Financial | 1 | 1 | 6.00% | 6.00% | 6.00% | Q1 2019 | Q1 2019 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2021 | Q3 2021 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2021 | Q4 2021 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Pinnacle Wealth Management Group, Inc. | 1 | 1 | 2.25% | 2.25% | 2.25% | Q3 2023 | Q3 2023 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2023 | Q3 2023 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
John W. Brooker & Co., CPAs | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Personal Wealth Partners | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2018 | Q4 2018 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
MGO Private Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q1 2019 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2021 | Q1 2021 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Prostatis Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Wright Fund Management, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2023 | Q2 2023 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Private Ocean, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Donoghue Forlines LLC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q4 2019 | Q4 2019 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pharo Management, Inc. | 1 | 1 | 2.53% | 2.53% | 2.53% | Q4 2022 | Q4 2022 | 1 |
Financial Avengers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 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.