Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 50 |
Citadel Advisors | 13 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 35 |
Private Ocean, LLC | 21 | 21 | 0.44% | 7.25% | 21.03% | Q3 2018 | Q3 2023 | 21 |
Betterment LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
GIRARD PARTNERS LTD. | 21 | 21 | 0.04% | 0.13% | 0.23% | Q3 2018 | Q3 2023 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 20 | 0.08% | 0.13% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Cetera Advisor Networks LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
AFT, FORSYTH & COMPANY, INC. | 20 | 20 | 0.56% | 1.21% | 1.99% | Q4 2018 | Q3 2023 | 20 |
Mariner, LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
FAS Wealth Partners, Inc. | 20 | 20 | 0.04% | 0.15% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.01% | 0.39% | 0.65% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 20 | 20 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 20 | 20 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
WHITTIER TRUST CO | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
CITIGROUP INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
FLAGSHIP HARBOR ADVISORS, LLC | 20 | 20 | 0.04% | 0.14% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Geneos Wealth Management Inc. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.67% | 0.94% | 1.52% | Q4 2018 | Q3 2023 | 20 |
GUGGENHEIM CAPITAL LLC | 20 | 20 | 0.08% | 0.14% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
MORGAN STANLEY | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q3 2023 | 20 |
MML INVESTORS SERVICES, LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Morningstar Investment Services LLC | 20 | 20 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Insight Wealth Strategies, LLC | 20 | 20 | 0.10% | 0.49% | 0.70% | Q4 2018 | Q3 2023 | 20 |
LPL Financial LLC | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
ASSETMARK, INC | 20 | 20 | 0.01% | 0.06% | 0.18% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
BlackRock Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
StrategIQ Financial Group, LLC | 20 | 20 | 0.14% | 0.27% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Front Row Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
NewSquare Capital LLC | 20 | 20 | 0.02% | 0.61% | 0.84% | Q4 2018 | Q3 2023 | 20 |
Tortoise Investment Management, LLC | 20 | 20 | 0.22% | 0.43% | 0.80% | Q4 2018 | Q3 2023 | 20 |
US BANCORP \DE\ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Wealthcare Advisory Partners LLC | 20 | 20 | 0.06% | 0.14% | 0.25% | Q4 2018 | Q3 2023 | 20 |
Cetera Investment Advisers | 20 | 20 | 0.06% | 0.16% | 0.38% | Q4 2018 | Q3 2023 | 20 |
DUNCKER STREETT & CO INC | 20 | 20 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 20 |
UBS Group AG | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.04% | 0.14% | 0.25% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
FIRST TRUST ADVISORS LP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
TRUIST FINANCIAL CORP | 20 | 20 | 0.01% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 20 |
PINNACLE FINANCIAL PARTNERS INC | 20 | 20 | 0.02% | 0.13% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20 | 20 | 0.17% | 0.36% | 0.60% | Q4 2018 | Q3 2023 | 20 |
SEI INVESTMENTS CO | 20 | 20 | 0.29% | 0.42% | 0.56% | Q4 2018 | Q3 2023 | 20 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2023 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Chesley Taft & Associates LLC | 20 | 20 | 0.05% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 20 |
OPPENHEIMER & CO INC | 20 | 20 | 0.01% | 0.04% | 0.13% | Q4 2018 | Q3 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Sage Advisory Services, Ltd.Co. | 20 | 20 | 0.26% | 1.48% | 2.76% | Q4 2018 | Q3 2023 | 20 |
GOLDMAN SACHS GROUP INC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Sigma Planning Corp | 19 | 19 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
PFS INVESTMENTS INC. | 19 | 19 | 0.27% | 0.43% | 0.89% | Q4 2018 | Q2 2023 | 19 |
Global Retirement Partners, LLC | 12 | 7 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 19 |
REGIONS FINANCIAL CORP | 19 | 19 | 0.01% | 0.06% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.01% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 19 |
STEPHENS INC /AR/ | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 19 |
Independence Bank of Kentucky | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
MATHER GROUP, LLC. | 17 | 2 | 0.04% | 0.10% | 0.16% | Q4 2018 | Q3 2023 | 19 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 16 | 3 | 0.04% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 19 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 19 | 19 | 0.04% | 0.39% | 0.77% | Q4 2018 | Q2 2023 | 19 |
Snowden Capital Advisors LLC | 11 | 8 | 0.03% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 19 |
HighTower Advisors, LLC | 11 | 8 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 17 | 2 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 19 |
COMERICA BANK | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
VAN ECK ASSOCIATES CORP | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 18 | 18 | 0.18% | 0.23% | 0.29% | Q3 2018 | Q4 2022 | 18 |
BANK OF MONTREAL /CAN/ | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Laurel Wealth Advisors, Inc. | 18 | 18 | 0.06% | 0.14% | 0.22% | Q3 2018 | Q4 2022 | 18 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 18 | 18 | 0.08% | 0.34% | 0.68% | Q4 2018 | Q1 2023 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Private Advisor Group, LLC | 15 | 3 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 18 |
FOSTER & MOTLEY INC | 14 | 4 | 0.03% | 0.12% | 0.24% | Q1 2019 | Q3 2023 | 18 |
Regal Investment Advisors LLC | 10 | 1 | 0.03% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 17 |
SIGNATUREFD, LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
Jaffetilchin Investment Partners, LLC | 13 | 4 | 0.03% | 0.15% | 0.70% | Q4 2018 | Q3 2023 | 17 |
Hillsdale Investment Management Inc. | 17 | 17 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2022 | 17 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.07% | 0.38% | Q4 2018 | Q3 2023 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.39% | 0.49% | Q3 2019 | Q3 2023 | 17 |
BANK OF THE WEST | 17 | 17 | 0.04% | 0.44% | 0.97% | Q4 2018 | Q4 2022 | 17 |
JPMORGAN CHASE & CO | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
Rehmann Capital Advisory Group | 15 | 2 | 0.12% | 0.20% | 0.27% | Q1 2019 | Q3 2023 | 17 |
KWMG, LLC | 12 | 5 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q1 2023 | 17 |
Belpointe Asset Management LLC | 16 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q1 2023 | 17 |
LINCOLN NATIONAL CORP | 13 | 4 | 0.01% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 17 |
PARK AVENUE SECURITIES LLC | 13 | 4 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 17 |
Financial Advocates Investment Management | 12 | 5 | 0.03% | 0.10% | 0.17% | Q4 2018 | Q1 2023 | 17 |
ERTS Wealth Advisors, LLC | 16 | 16 | 0.20% | 1.12% | 2.80% | Q4 2019 | Q3 2023 | 16 |
Gradient Investments LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
ASPIRIANT, LLC | 16 | 16 | 0.01% | 0.06% | 0.17% | Q4 2018 | Q3 2022 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.14% | 0.35% | 0.61% | Q4 2019 | Q3 2023 | 16 |
Beacon Pointe Advisors, LLC | 16 | 16 | 0.03% | 0.36% | 1.19% | Q4 2019 | Q3 2023 | 16 |
Strategic Financial Planning, Inc. | 16 | 16 | 0.25% | 0.42% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Clearwater Capital Advisors, LLC | 16 | 16 | 0.09% | 0.28% | 0.72% | Q4 2018 | Q3 2022 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.06% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Allworth Financial LP | 15 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 16 |
CreativeOne Wealth, LLC | 16 | 16 | 0.02% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 16 |
MUFG Americas Holdings Corp | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2022 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 16 |
Occidental Asset Management, LLC | 16 | 16 | 0.13% | 0.28% | 0.64% | Q4 2018 | Q3 2022 | 16 |
American Portfolios Advisors | 16 | 16 | 0.06% | 0.10% | 0.17% | Q4 2018 | Q3 2022 | 16 |
1834 INVESTMENT ADVISORS CO | 15 | 15 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Dakota Wealth Management | 15 | 15 | 0.02% | 0.28% | 0.56% | Q1 2019 | Q3 2022 | 15 |
FIFTH THIRD BANCORP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Brinker Capital Investments, LLC | 15 | 15 | 0.01% | 0.11% | 0.29% | Q4 2018 | Q2 2022 | 15 |
Gladstone Institutional Advisory LLC | 14 | 1 | 0.01% | 0.06% | 0.17% | Q4 2018 | Q1 2023 | 15 |
FIRST UNITED BANK & TRUST | 11 | 4 | 0.12% | 0.33% | 0.60% | Q2 2019 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 10 | 5 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
PRINCIPAL FINANCIAL GROUP INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 15 |
VICUS CAPITAL | 15 | 15 | 0.05% | 0.16% | 0.25% | Q3 2018 | Q1 2022 | 15 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 15 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 13 | 2 | 0.34% | 0.64% | 0.87% | Q4 2018 | Q3 2023 | 15 |
Integrated Advisors Network LLC | 12 | 3 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 15 |
Perigon Wealth Management, LLC | 14 | 1 | 0.01% | 0.07% | 0.18% | Q3 2011 | Q3 2023 | 15 |
Financial Strategies Group, Inc. | 14 | 14 | 0.12% | 0.30% | 0.41% | Q2 2020 | Q3 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.11% | 0.27% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Avantax Planning Partners, Inc. | 14 | 14 | 0.03% | 0.39% | 0.94% | Q2 2020 | Q3 2023 | 14 |
Integrated Wealth Concepts LLC | 14 | 14 | 0.01% | 0.50% | 1.27% | Q2 2020 | Q3 2023 | 14 |
ARGI Investment Services, LLC | 14 | 14 | 0.01% | 0.05% | 0.11% | Q3 2019 | Q4 2022 | 14 |
Patriot Financial Group Insurance Agency, LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q2 2022 | 14 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MEEDER ASSET MANAGEMENT INC | 9 | 5 | 0.00% | 0.05% | 0.24% | Q4 2018 | Q3 2022 | 14 |
Advisory Services Network, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 14 |
Axiom Financial Strategies, LLC | 14 | 14 | 0.56% | 1.65% | 3.19% | Q1 2020 | Q2 2023 | 14 |
MainStreet Investment Advisors LLC | 14 | 14 | 0.11% | 0.20% | 0.42% | Q2 2020 | Q3 2023 | 14 |
Barber Financial Group, Inc. | 14 | 14 | 0.07% | 0.15% | 0.24% | Q4 2018 | Q1 2022 | 14 |
Pinion Investment Advisors, LLC | 12 | 2 | 0.19% | 0.65% | 1.47% | Q1 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
BLAIR WILLIAM & CO/IL | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 14 |
Quad-Cities Investment Group, LLC | 14 | 14 | 0.14% | 0.22% | 0.29% | Q4 2018 | Q1 2022 | 14 |
AE Wealth Management LLC | 11 | 3 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 8 | 5 | 0.01% | 0.03% | 0.11% | Q3 2019 | Q1 2023 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 1 | 0.00% | 0.03% | 0.13% | Q4 2018 | Q3 2023 | 13 |
Larson Financial Group LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.05% | 0.07% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Hudock, Inc. | 13 | 13 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q4 2021 | 13 |
Knuff & Co LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 13 |
Man Group plc | 6 | 2 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 13 |
Stratos Wealth Partners, LTD. | 6 | 3 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 13 |
Ausdal Financial Partners, Inc. | 13 | 13 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q4 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
PBMares Wealth Management LLC | 13 | 13 | 0.09% | 0.79% | 1.79% | Q4 2019 | Q4 2022 | 13 |
DAVENPORT & Co LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 13 | 13 | 0.36% | 1.10% | 2.10% | Q4 2019 | Q4 2022 | 13 |
MBM Wealth Consultants, LLC | 13 | 13 | 1.46% | 1.65% | 1.89% | Q1 2019 | Q1 2022 | 13 |
Veery Capital, LLC | 12 | 12 | 1.00% | 1.49% | 2.39% | Q4 2020 | Q3 2023 | 12 |
ROBINSON CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.00% | 2.44% | 7.80% | Q1 2020 | Q3 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.54% | 2.04% | 3.86% | Q4 2020 | Q3 2023 | 12 |
Jacobi Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q3 2021 | 12 |
AllSquare Wealth Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 12 |
CAHILL FINANCIAL ADVISORS INC | 12 | 12 | 0.10% | 0.16% | 0.21% | Q4 2020 | Q3 2023 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 0.25% | 0.35% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Innova Wealth Partners | 12 | 12 | 0.43% | 0.50% | 0.54% | Q4 2020 | Q3 2023 | 12 |
FC Advisory LLC | 7 | 5 | 0.15% | 0.22% | 0.31% | Q4 2018 | Q4 2023 | 12 |
BOSTON RESEARCH & MANAGEMENT INC | 12 | 12 | 0.46% | 0.58% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 0.19% | 0.52% | 1.10% | Q4 2020 | Q3 2023 | 12 |
NorthCoast Asset Management LLC | 12 | 12 | 1.51% | 2.14% | 2.77% | Q4 2018 | Q3 2021 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 0.30% | 0.49% | 0.59% | Q4 2020 | Q3 2023 | 12 |
COUNTRY TRUST BANK | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2021 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.27% | 0.37% | 0.50% | Q4 2020 | Q3 2023 | 12 |
MERIDIAN INVESTMENT COUNSEL INC. | 12 | 12 | 0.10% | 0.24% | 0.32% | Q1 2019 | Q4 2021 | 12 |
S. R. Schill & Associates | 12 | 12 | 0.13% | 0.27% | 0.41% | Q4 2020 | Q3 2023 | 12 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 5 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q1 2023 | 12 |
PINNACLE ASSOCIATES LTD | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 12 |
Sowell Financial Services LLC | 7 | 5 | 0.00% | 0.04% | 0.12% | Q3 2019 | Q3 2023 | 12 |
HYA Advisors, Inc | 11 | 11 | 0.70% | 1.14% | 1.63% | Q4 2019 | Q2 2022 | 11 |
Clark Capital Management Group, Inc. | 6 | 5 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 11 |
DEUTSCHE BANK AG\ | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
Gray Wealth Management Inc. | 11 | 11 | 0.15% | 0.22% | 0.41% | Q1 2020 | Q3 2022 | 11 |
Cutler Group LLC / CA | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 0.67% | 1.15% | 1.53% | Q1 2021 | Q3 2023 | 11 |
LAKE STREET PRIVATE WEALTH, LLC | 11 | 11 | 0.13% | 0.36% | 0.70% | Q3 2019 | Q1 2022 | 11 |
RIVERSEDGE ADVISORS, LLC | 8 | 3 | 0.53% | 1.29% | 2.60% | Q2 2019 | Q3 2023 | 11 |
First Horizon Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 11 |
ENTERPRISE FINANCIAL SERVICES CORP | 11 | 11 | 0.06% | 0.10% | 0.14% | Q1 2019 | Q3 2021 | 11 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 9 | 1 | 0.00% | 0.09% | 0.23% | Q4 2019 | Q2 2023 | 11 |
Zions Bancorporation, N.A. | 6 | 1 | 0.03% | 0.49% | 3.42% | Q1 2019 | Q3 2023 | 11 |
J.W. COLE ADVISORS, INC. | 5 | 1 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q4 2022 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.08% | 0.12% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Jordan Park Group LLC | 11 | 11 | 0.02% | 0.81% | 3.43% | Q1 2021 | Q3 2023 | 11 |
Leelyn Smith, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
PETERSON WEALTH MANAGEMENT | 11 | 11 | 0.34% | 1.13% | 2.06% | Q1 2021 | Q3 2023 | 11 |
IndexIQ Advisors LLC | 6 | 5 | 0.00% | 0.15% | 0.54% | Q4 2018 | Q4 2021 | 11 |
NORTHERN TRUST CORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
Moser Wealth Advisors, LLC | 7 | 4 | 0.02% | 0.10% | 0.19% | Q4 2019 | Q4 2022 | 11 |
Lido Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
WealthPLAN Partners, LLC | 9 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q1 2023 | 10 |
Neuberger Berman Group LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 10 |
NTV ASSET MANAGEMENT LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Bank of New York Mellon Corp | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
GenTrust, LLC | 10 | 10 | 0.02% | 0.23% | 0.38% | Q1 2020 | Q2 2022 | 10 |
BBVA USA Bancshares, Inc. | 10 | 10 | 0.02% | 0.05% | 0.07% | Q4 2018 | Q1 2021 | 10 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2022 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.12% | 0.18% | 0.27% | Q2 2021 | Q3 2023 | 10 |
Fluent Financial, LLC | 8 | 2 | 0.18% | 0.46% | 1.21% | Q4 2018 | Q1 2023 | 10 |
Cresset Asset Management, LLC | 4 | 2 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 10 |
Trust Co | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 10 |
GeoWealth Management, LLC | 9 | 1 | 0.00% | 0.09% | 0.17% | Q4 2020 | Q2 2023 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.07% | 1.46% | 4.15% | Q2 2021 | Q3 2023 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.02% | 0.14% | 0.26% | Q4 2018 | Q3 2021 | 10 |
Aft, Forsyth & Sober, LLC | 10 | 10 | 0.50% | 7.04% | 24.32% | Q4 2019 | Q1 2022 | 10 |
SUMMIT FINANCIAL GROUP, INC. | 10 | 10 | 0.19% | 0.21% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Community Bank, N.A. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Personal Wealth Partners | 6 | 4 | 0.09% | 0.20% | 0.41% | Q1 2019 | Q3 2021 | 10 |
AlphaStar Capital Management, LLC | 10 | 10 | 0.02% | 0.09% | 0.18% | Q2 2021 | Q3 2023 | 10 |
TCI Wealth Advisors, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
FIRST AMERICAN TRUST, FSB | 9 | 9 | 0.08% | 0.13% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Crabel Capital Management, LLC | 4 | 1 | 0.15% | 0.65% | 1.31% | Q3 2020 | Q2 2023 | 9 |
Carroll Financial Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
USAdvisors Wealth Management, LLC | 8 | 1 | 0.14% | 0.28% | 1.08% | Q2 2021 | Q3 2023 | 9 |
Global Wealth Management Investment Advisory, Inc. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Brand Asset Management Group, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 9 |
Atlas Private Wealth Advisors | 6 | 3 | 0.03% | 0.08% | 0.18% | Q2 2020 | Q3 2023 | 9 |
VICTORY CAPITAL MANAGEMENT INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 9 |
ProVise Management Group, LLC | 9 | 9 | 0.05% | 0.12% | 0.22% | Q2 2020 | Q2 2022 | 9 |
WEALTHSOURCE PARTNERS, LLC | 6 | 1 | 0.03% | 0.09% | 0.16% | Q3 2018 | Q3 2022 | 9 |
CAPITAL ADVISORS INC/OK | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2022 | 9 |
NewEdge Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
CALTON & ASSOCIATES, INC. | 8 | 1 | 0.05% | 0.07% | 0.10% | Q4 2019 | Q1 2022 | 9 |
Virtus Investment Advisers, Inc. | 8 | 8 | 0.19% | 16.58% | 100.00% | Q4 2018 | Q3 2020 | 8 |
LifePro Asset Management | 8 | 8 | 0.16% | 0.26% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Value Monitoring, Inc. | 7 | 1 | 2.76% | 23.35% | 51.48% | Q2 2020 | Q2 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.24% | 0.44% | 0.49% | Q1 2021 | Q3 2023 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2020 | 8 |
CREDIT SUISSE AG/ | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 8 |
Moors & Cabot, Inc. | 6 | 2 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q1 2022 | 8 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.05% | 0.15% | Q4 2019 | Q2 2023 | 8 |
AlphaCentric Advisors LLC | 5 | 3 | 0.01% | 0.09% | 0.28% | Q2 2020 | Q3 2023 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 1.70% | 1.95% | 2.16% | Q4 2021 | Q3 2023 | 8 |
FARMERS & MERCHANTS INVESTMENTS INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Cetera Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 8 |
COMERICA SECURITIES,INC. | 6 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 8 |
All Season Financial Advisors, Inc. | 5 | 3 | 1.26% | 1.77% | 2.50% | Q2 2021 | Q2 2023 | 8 |
McAdam, LLC | 8 | 8 | 0.02% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Aurora Private Wealth, Inc. | 6 | 2 | 0.09% | 0.12% | 0.17% | Q4 2019 | Q4 2021 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.65% | 2.02% | 3.08% | Q4 2021 | Q3 2023 | 8 |
DRAVO BAY LLC | 8 | 8 | 0.67% | 1.36% | 1.95% | Q4 2021 | Q3 2023 | 8 |
MACQUARIE GROUP LTD | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2021 | 8 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Greenwich Investment Management, Inc. | 4 | 2 | 0.13% | 0.32% | 0.65% | Q1 2019 | Q1 2022 | 8 |
PEDDOCK CAPITAL ADVISORS, LLC | 7 | 7 | 0.26% | 0.58% | 0.66% | Q1 2021 | Q3 2022 | 7 |
RAYMOND JAMES TRUST N.A. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 7 |
VERUS CAPITAL PARTNERS, LLC | 4 | 1 | 0.05% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 7 |
OPPENHEIMER ASSET MANAGEMENT INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 7 |
JAG CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q4 2021 | 7 |
Wedmont Private Capital | 7 | 7 | 0.05% | 0.12% | 0.18% | Q1 2022 | Q3 2023 | 7 |
First Allied Advisory Services, Inc. | 4 | 3 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2020 | 7 |
WealthShield Partners, LLC | 3 | 1 | 0.02% | 0.06% | 0.17% | Q4 2018 | Q3 2023 | 7 |
Paradigm Financial Partners, LLC | 7 | 7 | 0.08% | 0.38% | 0.60% | Q1 2022 | Q3 2023 | 7 |
B. Riley Wealth Advisors, Inc. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Stonebridge Capital Advisors LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
SOFI WEALTH, LLC | 7 | 7 | 0.38% | 0.43% | 0.47% | Q1 2022 | Q3 2023 | 7 |
FinTrust Capital Advisors, LLC | 6 | 1 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2022 | 7 |
Apollon Wealth Management, LLC | 7 | 7 | 0.11% | 0.26% | 0.37% | Q4 2018 | Q2 2020 | 7 |
Inscription Capital, LLC | 7 | 7 | 0.12% | 0.37% | 0.54% | Q4 2018 | Q2 2020 | 7 |
Stratos Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 7 |
Orion Capital Management LLC | 7 | 7 | 0.21% | 0.35% | 0.46% | Q4 2020 | Q2 2022 | 7 |
IFG Advisory, LLC | 3 | 1 | 0.02% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 7 |
Csenge Advisory Group | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.10% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Narus Financial Partners, LLC | 7 | 7 | 0.24% | 0.27% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Aspire Private Capital, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 7 |
Bernicke Wealth Management, Ltd. | 7 | 7 | 1.96% | 2.07% | 2.17% | Q4 2018 | Q2 2020 | 7 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
BROWN BROTHERS HARRIMAN & CO | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 7 |
Procyon Advisors, LLC | 4 | 3 | 0.00% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 7 |
FDx Advisors, Inc. | 7 | 7 | 0.04% | 0.17% | 0.36% | Q4 2018 | Q2 2020 | 7 |
IHT Wealth Management, LLC | 4 | 3 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.08% | 0.42% | 1.76% | Q1 2022 | Q3 2023 | 7 |
COLONY GROUP LLC | 6 | 6 | 0.05% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Stokes Family Office, LLC | 6 | 6 | 0.03% | 0.14% | 0.34% | Q2 2022 | Q3 2023 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q1 2022 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
RFG Advisory, LLC | 6 | 6 | 0.14% | 0.28% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 6 |
Orcam Financial Group | 4 | 2 | 0.29% | 1.18% | 1.73% | Q4 2021 | Q3 2023 | 6 |
Mutual Advisors, LLC | 5 | 1 | 0.01% | 0.06% | 0.13% | Q3 2019 | Q2 2021 | 6 |
Cordasco Financial Network | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
My Legacy Advisors, LLC | 5 | 1 | 0.09% | 0.47% | 1.01% | Q1 2022 | Q3 2023 | 6 |
Lumature Wealth Partners, LLC | 6 | 6 | 0.13% | 0.17% | 0.25% | Q1 2021 | Q2 2022 | 6 |
Johnson Midwest Financial, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Madison Wealth Partners, Inc | 6 | 6 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q1 2022 | 6 |
BDO Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
PagnatoKarp Partners LLC | 6 | 6 | 0.61% | 0.84% | 0.97% | Q4 2018 | Q1 2020 | 6 |
Atria Investments, Inc | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2020 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.06% | 0.20% | 0.39% | Q4 2020 | Q2 2023 | 6 |
Leonard Rickey Investment Advisors P.L.L.C. | 6 | 6 | 0.18% | 0.20% | 0.29% | Q4 2018 | Q1 2020 | 6 |
Prospera Financial Services Inc | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
Ascendant Capital Management, LLC | 5 | 1 | 2.32% | 4.03% | 5.72% | Q4 2020 | Q1 2023 | 6 |
Simplicity Solutions, LLC | 5 | 1 | 0.01% | 0.09% | 0.39% | Q3 2019 | Q2 2022 | 6 |
Newfleet Asset Management, LLC | 6 | 6 | 0.15% | 41.71% | 79.04% | Q4 2020 | Q1 2022 | 6 |
HANCOCK WHITNEY CORP | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 6 |
LexAurum Advisors, LLC | 5 | 1 | 0.26% | 0.71% | 1.06% | Q4 2018 | Q3 2021 | 6 |
Valmark Advisers, Inc. | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
TCG Advisory Services, LLC | 6 | 6 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q1 2022 | 6 |
Keebeck Wealth Management, LLC | 6 | 6 | 0.24% | 0.30% | 0.35% | Q1 2022 | Q2 2023 | 6 |
Paladin Advisory Group, LLC | 4 | 2 | 0.01% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 6 |
F3Logic, LLC | 5 | 1 | 0.03% | 0.11% | 0.19% | Q4 2018 | Q4 2021 | 6 |
Dynamic Advisor Solutions LLC | 4 | 2 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 6 |
Sage Mountain Advisors LLC | 5 | 1 | 0.03% | 0.38% | 2.05% | Q4 2020 | Q3 2023 | 6 |
Redhawk Wealth Advisors, Inc. | 6 | 6 | 0.62% | 0.66% | 0.70% | Q1 2020 | Q2 2021 | 6 |
EverSource Wealth Advisors, LLC | 3 | 2 | 0.01% | 0.07% | 0.15% | Q4 2021 | Q3 2023 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 5 |
TIAA, FSB | 5 | 5 | 0.12% | 0.14% | 0.15% | Q2 2022 | Q2 2023 | 5 |
FNY Investment Advisers, LLC | 2 | 1 | 0.01% | 0.14% | 0.32% | Q4 2018 | Q1 2020 | 5 |
GoalVest Advisory LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 5 |
PRIVATE TRUST CO NA | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
RWA WEALTH PARTNERS, LLC | 5 | 5 | 0.03% | 0.16% | 0.66% | Q4 2018 | Q4 2019 | 5 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.03% | 0.12% | Q4 2018 | Q2 2020 | 5 |
CONDOR CAPITAL MANAGEMENT | 5 | 5 | 0.04% | 0.17% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Ascent Group, LLC | 5 | 5 | 0.25% | 0.27% | 0.32% | Q4 2021 | Q4 2022 | 5 |
AMERICAN CENTURY COMPANIES INC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q2 2021 | 5 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.10% | 0.46% | Q4 2018 | Q4 2022 | 5 |
Mattern Wealth Management LLC | 4 | 1 | 0.15% | 0.18% | 0.23% | Q4 2019 | Q4 2021 | 5 |
PRUDENTIAL FINANCIAL INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
COOK WEALTH MANAGEMENT GROUP LLC | 5 | 5 | 0.21% | 1.04% | 1.73% | Q4 2021 | Q4 2022 | 5 |
WBH ADVISORY INC | 3 | 2 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 5 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 1 | 0.21% | 0.25% | 0.30% | Q4 2021 | Q3 2023 | 5 |
Counterpoint Mutual Funds LLC | 3 | 2 | 5.59% | 14.04% | 26.13% | Q3 2021 | Q2 2023 | 5 |
FEDERATED HERMES, INC. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 5 |
DUBUQUE BANK & TRUST CO | 5 | 5 | 0.04% | 0.22% | 0.34% | Q4 2019 | Q4 2020 | 5 |
Apeiron RIA LLC | 4 | 1 | 0.12% | 0.53% | 0.65% | Q2 2022 | Q3 2023 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2018 | Q4 2019 | 5 |
TELEMUS CAPITAL, LLC | 5 | 5 | 0.04% | 0.08% | 0.23% | Q4 2018 | Q4 2019 | 5 |
First Heartland Consultants, Inc. | 5 | 5 | 0.05% | 0.15% | 0.24% | Q1 2019 | Q1 2020 | 5 |
Parallel Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 5 |
TCG Advisors, LP | 4 | 1 | 0.11% | 0.14% | 0.20% | Q1 2019 | Q2 2020 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 1 | 0.01% | 0.22% | 0.99% | Q3 2019 | Q4 2021 | 5 |
FundX Investment Group, LLC | 5 | 5 | 0.09% | 0.11% | 0.12% | Q4 2018 | Q4 2019 | 5 |
Full Sail Capital, LLC | 5 | 5 | 0.21% | 0.31% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Foothills Asset Management, Ltd. | 5 | 5 | 0.20% | 0.20% | 0.22% | Q1 2019 | Q1 2020 | 5 |
MANAGED ACCOUNT SERVICES INC | 5 | 5 | 0.20% | 0.26% | 0.32% | Q4 2018 | Q4 2019 | 5 |
Parallax Volatility Advisers, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 5 |
Merit Financial Group, LLC | 3 | 1 | 0.01% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.03% | 0.13% | 0.19% | Q3 2019 | Q2 2022 | 5 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 5 | 5 | 0.30% | 0.38% | 0.49% | Q4 2018 | Q4 2019 | 5 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q1 2023 | 5 |
V Wealth Advisors LLC | 5 | 5 | 0.20% | 0.33% | 0.41% | Q2 2019 | Q2 2020 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.01% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 5 |
Fragasso Group Inc. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q4 2019 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q4 2021 | 5 |
Peak Asset Management, LLC | 5 | 5 | 0.54% | 0.59% | 0.65% | Q4 2018 | Q4 2019 | 5 |
Meridian Wealth Partners, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2021 | 5 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
TOWNSQUARE CAPITAL LLC | 4 | 1 | 0.16% | 0.25% | 0.30% | Q4 2021 | Q3 2023 | 5 |
DIVIDEND ASSETS CAPITAL, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Aveo Capital Partners, LLC | 4 | 1 | 0.19% | 0.80% | 1.28% | Q2 2022 | Q3 2023 | 5 |
Concorde Asset Management, LLC | 3 | 2 | 0.26% | 0.31% | 0.41% | Q4 2018 | Q2 2020 | 5 |
WEBSTER BANK, N. A. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
Firestone Capital Management | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Ascension Capital Advisors, Inc. | 4 | 4 | 2.02% | 2.68% | 3.49% | Q4 2022 | Q3 2023 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
SteelPeak Wealth, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Econ Financial Services Corp | 4 | 4 | 0.98% | 1.60% | 2.02% | Q4 2021 | Q3 2022 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2020 | 4 |
Price Capital Management, Inc. | 3 | 1 | 0.41% | 4.22% | 11.68% | Q4 2018 | Q4 2019 | 4 |
INVESTMENT PARTNERS, LTD. | 4 | 4 | 0.40% | 0.42% | 0.44% | Q4 2022 | Q3 2023 | 4 |
TruWealth Advisors, LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
ROMAN BUTLER FULLERTON & CO | 4 | 4 | 0.16% | 0.22% | 0.27% | Q3 2019 | Q2 2020 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 0.25% | 0.30% | 0.35% | Q4 2022 | Q3 2023 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.04% | 0.07% | 0.12% | Q4 2021 | Q3 2022 | 4 |
Private Wealth Group, LLC | 4 | 4 | 3.70% | 3.92% | 4.37% | Q1 2019 | Q4 2019 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q4 2020 | 4 |
BTS Asset Management, Inc. | 1 | 1 | 4.24% | 6.22% | 9.78% | Q2 2020 | Q2 2023 | 4 |
Avidian Wealth Solutions, LLC | 3 | 1 | 0.04% | 0.17% | 0.32% | Q4 2021 | Q4 2022 | 4 |
Avitas Wealth Management LLC | 4 | 4 | 1.06% | 1.17% | 1.26% | Q1 2021 | Q4 2021 | 4 |
CYPRESS FINANCIAL PLANNING LLC | 4 | 4 | 0.17% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
M Holdings Securities, Inc. | 4 | 4 | 0.20% | 0.25% | 0.30% | Q4 2018 | Q3 2019 | 4 |
CULLEN/FROST BANKERS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Archer Investment Corp | 4 | 4 | 0.05% | 0.10% | 0.23% | Q1 2019 | Q4 2019 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q3 2019 | 4 |
RiverTree Advisors, LLC | 4 | 4 | 4.43% | 5.16% | 6.03% | Q1 2021 | Q4 2021 | 4 |
Valeo Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 0.74% | 1.00% | 1.17% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.06% | 0.62% | 0.84% | Q4 2022 | Q3 2023 | 4 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 3 | 1 | 0.11% | 0.25% | 0.36% | Q4 2020 | Q4 2021 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 0.54% | 0.78% | 1.16% | Q4 2022 | Q3 2023 | 4 |
Beacon Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 4 |
Providence Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Executive Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2022 | 4 |
Independent Family Office, LLC | 3 | 1 | 0.10% | 0.17% | 0.32% | Q4 2019 | Q4 2020 | 4 |
Beirne Wealth Consulting Services, LLC | 4 | 4 | 0.17% | 0.19% | 0.20% | Q4 2018 | Q3 2019 | 4 |
Breakwater Capital Group | 4 | 4 | 0.08% | 0.22% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Charter Oak Capital Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Blue Chip Partners, LLC | 4 | 4 | 0.02% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Good Life Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.62% | 1.20% | 2.53% | Q4 2018 | Q3 2019 | 4 |
Fairhaven Wealth Management, LLC | 2 | 1 | 0.20% | 0.43% | 0.81% | Q2 2022 | Q3 2023 | 4 |
Proficio Capital Partners LLC | 4 | 4 | 0.06% | 1.12% | 2.12% | Q4 2020 | Q3 2021 | 4 |
BANK OF NOVA SCOTIA | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 4 |
Qube Research & Technologies Ltd | 4 | 4 | 0.00% | 0.05% | 0.21% | Q3 2021 | Q2 2022 | 4 |
Covington Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
HAP Trading, LLC | 2 | 2 | 0.00% | 0.31% | 1.22% | Q2 2020 | Q3 2020 | 4 |
Glovista Investments LLC | 4 | 4 | 0.12% | 0.16% | 0.19% | Q1 2021 | Q4 2021 | 4 |
Coston, McIsaac & Partners | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q2 2022 | 4 |
Ford Financial Group, LLC | 2 | 1 | 0.02% | 0.11% | 0.20% | Q3 2019 | Q4 2021 | 4 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 4 |
Avior Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Owen LaRue, LLC | 4 | 4 | 0.54% | 1.95% | 2.59% | Q4 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q1 2022 | 4 |
FRANKLIN RESOURCES INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 3 |
Oxinas Partners Wealth Management LLC | 3 | 3 | 0.85% | 0.89% | 0.92% | Q1 2021 | Q3 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PFG Advisors | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Carnegie Capital Asset Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 3 |
TIEDEMANN ADVISORS, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q4 2022 | 3 |
Provident Wealth Management, LLC | 2 | 1 | 0.12% | 1.03% | 1.60% | Q4 2019 | Q3 2020 | 3 |
Covestor Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Accurate Wealth Management, LLC | 3 | 3 | 0.22% | 0.24% | 0.26% | Q4 2022 | Q2 2023 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2019 | Q2 2020 | 3 |
Circle Wealth Management, LLC | 3 | 3 | 0.28% | 0.34% | 0.46% | Q4 2018 | Q2 2019 | 3 |
Sound Income Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 3 |
Dorsey & Whitney Trust CO LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q1 2023 | 3 |
FORVIS Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Andesa Financial Management Inc. | 3 | 3 | 0.82% | 1.24% | 1.50% | Q3 2022 | Q1 2023 | 3 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Virtus ETF Advisers LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 3 |
AMERICAN NATIONAL BANK | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 3 |
HCR Wealth Advisors | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q4 2021 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Aspire Wealth Management Corp | 3 | 3 | 0.39% | 0.40% | 0.42% | Q1 2022 | Q3 2022 | 3 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q1 2023 | 3 |
Hamilton Capital, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q1 2022 | 3 |
GOULD ASSET MANAGEMENT LLC /CA/ | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.06% | 0.12% | 0.15% | Q4 2021 | Q2 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Intelligence Driven Advisers, LLC | 2 | 1 | 0.14% | 0.17% | 0.20% | Q1 2019 | Q2 2020 | 3 |
Family Asset Management, LLC | 3 | 3 | 0.21% | 0.32% | 0.43% | Q1 2023 | Q3 2023 | 3 |
CX Institutional | 3 | 3 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Joseph Group Capital Management | 2 | 1 | 0.08% | 2.37% | 6.78% | Q2 2022 | Q1 2023 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2019 | Q1 2020 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.14% | 0.42% | 0.71% | Q4 2021 | Q2 2023 | 3 |
RPg Family Wealth Advisory, LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2019 | Q3 2019 | 3 |
Nikulski Financial, Inc. | 3 | 3 | 0.46% | 0.48% | 0.52% | Q1 2023 | Q3 2023 | 3 |
Evolution Wealth Advisors, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q1 2022 | 3 |
BHF RG Capital Inc. | 3 | 3 | 0.53% | 0.65% | 0.83% | Q2 2020 | Q4 2020 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MACKAY SHIELDS LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q1 2020 | 3 |
Ironwood Wealth Management, LLC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
MRA Associates USA LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
GUERRA PAN ADVISORS, LLC | 3 | 3 | 0.24% | 0.25% | 0.26% | Q4 2021 | Q2 2022 | 3 |
Retirement Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Truadvice, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2020 | Q4 2020 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 2 |
COLLECTIVE FAMILY OFFICE LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2022 | Q3 2022 | 2 |
ACUTE INVESTMENT ADVISORY, LLC | 2 | 2 | 2.98% | 4.88% | 6.78% | Q1 2022 | Q2 2022 | 2 |
Blue Fin Capital, Inc. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2020 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AdvisorShares Investments LLC | 1 | 1 | 0.02% | 0.50% | 0.99% | Q4 2019 | Q1 2021 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.33% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 |
AlphaQ Advisors LLC | 2 | 2 | 0.24% | 0.26% | 0.29% | Q2 2023 | Q3 2023 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2019 | Q1 2020 | 2 |
Midwest Heritage Bank, FSB | 2 | 2 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Realta Investment Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
20/20 Capital Management, Inc. | 2 | 2 | 0.20% | 0.23% | 0.27% | Q4 2019 | Q1 2020 | 2 |
COLUMBIA ADVISORY PARTNERS LLC | 2 | 2 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
DT Investment Partners, LLC | 2 | 2 | 0.07% | 0.20% | 0.33% | Q1 2020 | Q2 2020 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
QP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.40% | 1.01% | 1.62% | Q2 2022 | Q4 2022 | 2 |
NexWave Capital Partners LLC | 2 | 2 | 8.17% | 8.58% | 8.99% | Q1 2020 | Q2 2020 | 2 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 2 |
Lucia Wealth Services, LLC | 2 | 2 | 0.99% | 1.08% | 1.17% | Q4 2018 | Q1 2019 | 2 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 2 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q3 2022 | 2 |
Garde Capital, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q2 2020 | 2 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 2 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.33% | 1.17% | 2.01% | Q2 2019 | Q1 2021 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
StoneX Group Inc. | 1 | 1 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q4 2021 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TCWP LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 2 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Sonora Investment Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 1.22% | 1.32% | 1.43% | Q2 2023 | Q3 2023 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q2 2019 | 2 |
PATTON FUND MANAGEMENT, INC. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2020 | Q4 2020 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Arden Trust Co | 1 | 1 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q1 2023 | 2 |
One Capital Management, LLC | 2 | 2 | 0.09% | 0.11% | 0.14% | Q1 2022 | Q2 2022 | 2 |
Omega Financial Group, LLC | 2 | 2 | 0.48% | 0.50% | 0.51% | Q4 2020 | Q1 2021 | 2 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.19% | 0.22% | 0.24% | Q4 2021 | Q3 2022 | 2 |
Rye Brook Capital LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Sound Financial Strategies Group, LLC | 1 | 1 | 1.64% | 1.85% | 2.06% | Q4 2021 | Q4 2022 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 2 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Friedenthal Financial | 2 | 2 | 3.43% | 3.62% | 3.80% | Q1 2021 | Q2 2021 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.07% | 0.11% | Q1 2023 | Q2 2023 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Idaho Trust Bank | 2 | 2 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q3 2023 | 2 |
FormulaFolio Investments, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 2 |
American Family Insurance Mutual Holding Co | 2 | 2 | 1.67% | 1.98% | 2.29% | Q2 2021 | Q3 2021 | 2 |
WASHINGTON TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 |
BBVA USA | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q3 2020 | 2 |
SG3 Management, LLC | 1 | 1 | 0.06% | 0.11% | 0.17% | Q3 2020 | Q3 2020 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Sabal Trust CO | 1 | 1 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q4 2020 | 2 |
Sterling Financial Group, Inc. | 2 | 2 | 1.58% | 1.58% | 1.58% | Q4 2022 | Q1 2023 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Matisse Capital | 2 | 2 | 0.08% | 1.11% | 2.14% | Q1 2020 | Q2 2020 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Investors Research Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q1 2019 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Revisor Wealth Management LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Wealthstar Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Crestone Asset Management LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2020 | Q1 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Milestone Advisory Partners | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2019 | Q1 2019 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
ACR Alpine Capital Research, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 5.78% | 5.78% | 5.78% | Q4 2022 | Q4 2022 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2021 | Q3 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VANGUARD GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wright Fund Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
HawsGoodwin Investment Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
SHELTON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Next Level Private LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Athanor Capital, LP | 1 | 1 | 1.22% | 1.22% | 1.22% | Q1 2020 | Q1 2020 | 1 |
Empowered Funds, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2021 | Q4 2021 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2020 | Q2 2020 | 1 |
Atlas Brown,Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Walleye Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Riverwater Partners LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
Twele Capital Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cyrus J. Lawrence, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Running Point Capital Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2021 | Q3 2021 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2022 | Q4 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Cypress Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NAPLES GLOBAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Citizens Business Bank | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
STEPH & CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
WADDELL & REED FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CPWM, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Family Legacy, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
AXS Investments LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2023 | Q2 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LBMC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Lansing Street Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Elequin Capital, LP | 1 | 1 | 1.41% | 1.41% | 1.41% | Q4 2022 | Q4 2022 | 1 |
United Capital Management of KS, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Gallacher Capital Management LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BSW Wealth Partners | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Saba Capital Management, L.P. | 1 | 1 | 1.14% | 1.14% | 1.14% | Q1 2020 | Q1 2020 | 1 |
Rinkey Investments | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Howard Capital Management Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Sandy Spring Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LOCKERMAN FINANCIAL GROUP, INC. | 1 | 1 | 5.43% | 5.43% | 5.43% | Q3 2022 | Q3 2022 | 1 |
Advisory Resource Group | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 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.