Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 49 |
Citadel Advisors | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 35 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
LPL Financial LLC | 39 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
CITIGROUP INC | 19 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 33 |
BlackRock Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 31 |
Cambridge Investment Research Advisors, Inc. | 27 | 1 | 0.00% | 0.04% | 0.16% | Q4 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.32% | 1.66% | Q1 2016 | Q3 2023 | 30 |
Gilman Hill Asset Management, LLC | 13 | 4 | 0.06% | 0.26% | 0.82% | Q3 2015 | Q2 2023 | 30 |
CAPTRUST FINANCIAL ADVISORS | 13 | 1 | 0.00% | 0.00% | 0.04% | Q1 2015 | Q3 2023 | 29 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.03% | 0.17% | Q3 2014 | Q3 2023 | 29 |
JPMORGAN CHASE & CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 28 |
FMR LLC | 14 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 28 |
Geneos Wealth Management Inc. | 17 | 10 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q2 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.03% | 0.11% | Q1 2017 | Q3 2023 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 13 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 27 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 27 |
GOLDMAN SACHS GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 25 |
Forefront Analytics, LLC | 24 | 24 | 2.15% | 4.01% | 7.95% | Q4 2017 | Q3 2023 | 24 |
Cetera Advisors LLC | 21 | 3 | 0.01% | 0.02% | 0.10% | Q1 2016 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 24 |
Parallel Advisors, LLC | 16 | 8 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2023 | 24 |
Janney Montgomery Scott LLC | 11 | 1 | 0.00% | 0.04% | 0.15% | Q1 2016 | Q3 2023 | 23 |
Almanack Investment Partners, LLC. | 23 | 23 | 0.12% | 2.72% | 7.40% | Q1 2017 | Q3 2022 | 23 |
BCWM, LLC | 23 | 23 | 0.08% | 0.42% | 0.93% | Q1 2018 | Q3 2023 | 23 |
Baird Financial Group, Inc. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2019 | 22 |
Cardan Capital Partners, LLC | 22 | 22 | 0.04% | 3.45% | 8.59% | Q4 2015 | Q1 2021 | 22 |
JAMES INVESTMENT RESEARCH INC | 15 | 3 | 0.00% | 0.03% | 0.12% | Q3 2015 | Q2 2022 | 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
RAYMOND JAMES & ASSOCIATES | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 20 |
Hudock, Inc. | 16 | 4 | 0.00% | 0.08% | 0.22% | Q3 2017 | Q3 2022 | 20 |
Capital Investment Advisory Services, LLC | 12 | 1 | 0.00% | 0.05% | 0.50% | Q4 2017 | Q3 2023 | 20 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
STIFEL FINANCIAL CORP | 8 | 3 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 19 |
Beacon Capital Management, Inc. | 9 | 1 | 0.00% | 2.24% | 9.21% | Q3 2016 | Q4 2022 | 19 |
Barrett Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 18 |
RHS Financial, LLC | 14 | 4 | 0.17% | 1.41% | 3.28% | Q1 2019 | Q3 2023 | 18 |
EVOKE WEALTH, LLC | 17 | 17 | 0.05% | 0.15% | 0.28% | Q3 2019 | Q3 2023 | 17 |
Voya Financial Advisors, Inc. | 17 | 17 | 0.04% | 0.18% | 0.30% | Q1 2016 | Q1 2020 | 17 |
Ameritas Investment Partners, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
American Portfolios Advisors | 16 | 1 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2022 | 17 |
AE Wealth Management LLC | 13 | 3 | 0.01% | 0.08% | 0.18% | Q3 2019 | Q3 2023 | 16 |
NEXT Financial Group, Inc | 12 | 1 | 0.00% | 0.07% | 0.23% | Q1 2016 | Q4 2021 | 16 |
Global Retirement Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 16 | 16 | 0.21% | 1.58% | 9.57% | Q4 2019 | Q3 2023 | 16 |
CWM, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
Virtu KCG Holdings LLC | 10 | 5 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q2 2017 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q4 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q4 2019 | 15 |
WEDBUSH SECURITIES INC | 6 | 1 | 0.03% | 0.21% | 0.57% | Q2 2013 | Q4 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.03% | 0.15% | Q4 2017 | Q3 2023 | 15 |
HARVARD MANAGEMENT CO INC | 12 | 3 | 0.15% | 1.04% | 4.66% | Q2 2015 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Belpointe Asset Management LLC | 12 | 2 | 0.00% | 0.05% | 0.21% | Q3 2017 | Q1 2023 | 14 |
Cognios Capital, LLC | 14 | 14 | 0.16% | 0.18% | 0.24% | Q3 2015 | Q4 2018 | 14 |
Cutler Group LLC / CA | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.02% | 0.12% | Q3 2020 | Q3 2023 | 13 |
HighTower Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 13 |
Proficio Capital Partners LLC | 5 | 1 | 0.02% | 0.98% | 2.58% | Q4 2015 | Q3 2021 | 13 |
Bank of New York Mellon Corp | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.26% | 0.77% | 1.00% | Q2 2020 | Q3 2023 | 12 |
Financial Advocates Investment Management | 8 | 4 | 0.03% | 0.48% | 1.88% | Q2 2019 | Q2 2023 | 12 |
CIBC WORLD MARKET INC. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.01% | 0.12% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 12 |
Sepio Capital, LP | 5 | 2 | 0.02% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 12 |
RFG Advisory, LLC | 10 | 2 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q1 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.08% | 0.31% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 12 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 11 | 0.06% | 1.14% | 3.42% | Q2 2019 | Q4 2021 | 11 |
Venture Visionary Partners LLC | 11 | 11 | 0.01% | 0.06% | 0.15% | Q4 2019 | Q2 2022 | 11 |
Steward Partners Investment Advisory, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 11 |
Bridge Advisory, LLC | 11 | 11 | 2.66% | 3.96% | 5.43% | Q1 2021 | Q3 2023 | 11 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.06% | 0.13% | Q3 2017 | Q1 2023 | 11 |
Main Street Financial Solutions, LLC | 11 | 11 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q2 2023 | 11 |
Madison Asset Management, LLC | 11 | 11 | 0.06% | 0.30% | 0.63% | Q1 2021 | Q3 2023 | 11 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q4 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Founders Financial Alliance, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
Koshinski Asset Management, Inc. | 6 | 1 | 0.00% | 0.12% | 0.58% | Q3 2019 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 10 |
WOLVERINE TRADING, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 10 |
Newport Capital Group, LLC | 9 | 1 | 0.10% | 0.37% | 1.07% | Q4 2020 | Q2 2023 | 10 |
MEEDER ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
Transamerica Financial Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 10 |
Karp Capital Management Corp | 8 | 2 | 1.07% | 1.79% | 2.49% | Q4 2014 | Q2 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.20% | 0.59% | Q1 2021 | Q3 2023 | 10 |
FLOW TRADERS U.S. LLC | 4 | 2 | 0.04% | 0.23% | 0.74% | Q3 2020 | Q1 2023 | 9 |
Ballew Advisors, Inc | 8 | 1 | 0.68% | 1.41% | 2.06% | Q3 2020 | Q3 2023 | 9 |
Joseph P. Lucia & Associates, LLC | 9 | 9 | 0.01% | 0.20% | 0.46% | Q2 2020 | Q2 2022 | 9 |
SG Americas Securities, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q2 2018 | 9 |
Pension Partners, LLC | 3 | 1 | 4.42% | 6.06% | 17.64% | Q1 2014 | Q1 2018 | 9 |
Savior LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Cambria Investment Management, L.P. | 4 | 2 | 0.23% | 0.59% | 0.89% | Q4 2014 | Q1 2018 | 9 |
Advisory Alpha, LLC | 6 | 3 | 0.22% | 0.33% | 0.44% | Q1 2018 | Q2 2020 | 9 |
SUNTRUST BANKS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
SINECERA CAPITAL, LLC | 8 | 8 | 0.47% | 1.29% | 1.83% | Q4 2021 | Q3 2023 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2018 | 8 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 8 | 8 | 0.04% | 0.36% | 0.89% | Q4 2018 | Q3 2020 | 8 |
Capital Analysts, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Fortis Advisors, LLC | 6 | 2 | 0.00% | 2.31% | 6.74% | Q2 2020 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 5 | 3 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q1 2021 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.04% | 0.25% | Q3 2019 | Q1 2022 | 8 |
Klaas Financial Asset Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Spearhead Capital Advisors, LLC | 6 | 2 | 0.06% | 0.09% | 0.13% | Q1 2020 | Q2 2022 | 8 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2020 | 8 |
CREDIT SUISSE AG/ | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 8 |
Solstein Capital, LLC | 4 | 1 | 0.04% | 1.39% | 3.70% | Q4 2018 | Q3 2021 | 8 |
Affiance Financial, LLC | 8 | 8 | 0.21% | 0.84% | 1.90% | Q1 2015 | Q4 2016 | 8 |
Integrated Wealth Concepts LLC | 3 | 1 | 0.02% | 1.26% | 2.62% | Q4 2018 | Q1 2022 | 7 |
TRUIST FINANCIAL CORP | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 7 |
Barry Investment Advisors, LLC | 7 | 7 | 0.12% | 4.68% | 7.96% | Q3 2018 | Q1 2020 | 7 |
Fermata Advisors, LLC | 7 | 7 | 1.41% | 2.73% | 4.36% | Q1 2022 | Q3 2023 | 7 |
JNBA Financial Advisors | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 7 |
Safeguard Investment Advisory Group, LLC | 7 | 7 | 0.16% | 0.24% | 0.48% | Q4 2020 | Q2 2022 | 7 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2023 | 7 |
BANK OF MONTREAL /CAN/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 7 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.03% | 0.16% | 0.44% | Q4 2017 | Q3 2023 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BTS Asset Management, Inc. | 7 | 7 | 0.01% | 2.47% | 12.97% | Q2 2019 | Q4 2020 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sigma Planning Corp | 4 | 1 | 0.01% | 0.05% | 0.10% | Q1 2020 | Q2 2023 | 7 |
Whitegate Investment Counselors, Inc. | 6 | 1 | 0.03% | 0.23% | 0.47% | Q3 2019 | Q3 2021 | 7 |
Intrua Financial, LLC | 6 | 1 | 0.06% | 0.16% | 0.31% | Q2 2020 | Q3 2022 | 7 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Atria Investments, Inc | 4 | 1 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2020 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
SYMONS CAPITAL MANAGEMENT INC | 3 | 3 | 0.12% | 0.17% | 0.25% | Q2 2019 | Q4 2020 | 6 |
FIFTH THIRD BANCORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 6 |
PRUDENTIAL PLC | 6 | 6 | 0.04% | 0.16% | 0.32% | Q2 2018 | Q3 2019 | 6 |
Alpha Square Group S LLC | 6 | 6 | 0.20% | 1.51% | 2.75% | Q2 2022 | Q3 2023 | 6 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 3.03% | 4.08% | 5.77% | Q4 2016 | Q1 2018 | 6 |
Fort Point Capital Partners LLC | 6 | 6 | 0.04% | 0.08% | 0.18% | Q2 2022 | Q3 2023 | 6 |
American Trust | 6 | 6 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.21% | 0.77% | Q1 2019 | Q3 2021 | 6 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 5 | 5 | 0.48% | 0.54% | 0.65% | Q3 2019 | Q3 2020 | 5 |
Simplicity Solutions, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q4 2020 | 5 |
Commonwealth Equity Services, Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 5 |
VANGUARD GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2021 | 5 |
OLD NATIONAL BANCORP /IN/ | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 5 |
WEALTHSOURCE PARTNERS, LLC | 3 | 1 | 0.05% | 0.07% | 0.10% | Q3 2019 | Q1 2023 | 5 |
Q3 Asset Management | 2 | 1 | 5.45% | 15.56% | 24.44% | Q1 2020 | Q4 2022 | 5 |
Ferguson Shapiro LLC | 2 | 1 | 2.91% | 9.06% | 16.92% | Q4 2019 | Q4 2022 | 5 |
Ancora Advisors LLC | 5 | 5 | 0.01% | 0.03% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Trek Financial, LLC | 2 | 1 | 0.03% | 0.18% | 0.57% | Q3 2019 | Q2 2023 | 5 |
Creative Planning | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2020 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
TrueWealth Advisors, LLC | 4 | 1 | 0.67% | 0.99% | 1.51% | Q4 2020 | Q2 2022 | 5 |
IFG Advisory, LLC | 5 | 5 | 0.23% | 0.25% | 0.27% | Q4 2017 | Q4 2018 | 5 |
Vanguard Capital Wealth Advisors | 3 | 1 | 0.24% | 0.44% | 0.73% | Q2 2019 | Q4 2022 | 5 |
Hilltop Holdings Inc. | 3 | 1 | 0.02% | 0.44% | 0.94% | Q3 2021 | Q3 2023 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
GPS Wealth Strategies Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Marshall Financial Group LLC | 4 | 1 | 0.17% | 1.58% | 2.26% | Q4 2020 | Q3 2023 | 5 |
MANAGED ACCOUNT ADVISORS LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2015 | 5 |
Capital Wealth Planning, LLC | 4 | 1 | 0.03% | 0.13% | 0.29% | Q2 2020 | Q3 2021 | 5 |
IRON Financial LLC | 5 | 5 | 0.16% | 0.22% | 0.26% | Q1 2021 | Q1 2022 | 5 |
Gladstone Institutional Advisory LLC | 5 | 5 | 0.65% | 0.87% | 1.09% | Q3 2022 | Q3 2023 | 5 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.18% | 0.44% | 0.58% | Q3 2021 | Q2 2022 | 4 |
Legacy Private Trust Co. | 4 | 4 | 0.48% | 0.94% | 1.51% | Q4 2022 | Q3 2023 | 4 |
Heartwood Wealth Advisors LLC | 4 | 4 | 0.45% | 0.57% | 0.78% | Q4 2022 | Q3 2023 | 4 |
SII INVESTMENTS INC/WI | 3 | 1 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q1 2017 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.01% | 0.04% | 0.08% | Q2 2014 | Q1 2015 | 4 |
HOWE & RUSLING INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
AXA S.A. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.27% | 0.36% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.31% | 1.21% | Q3 2016 | Q1 2023 | 4 |
ALTFEST L J & CO INC | 3 | 1 | 0.31% | 1.00% | 1.60% | Q2 2022 | Q2 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.02% | 0.08% | 0.25% | Q4 2014 | Q1 2021 | 4 |
Financial Architects, Inc | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2019 | 4 |
Trinity Legacy Partners, LLC | 3 | 1 | 0.32% | 0.61% | 0.96% | Q4 2019 | Q3 2023 | 4 |
Smithfield Trust Co | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2020 | 4 |
NORTHERN TRUST CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
USAdvisors Wealth Management, LLC | 4 | 4 | 0.25% | 0.68% | 0.90% | Q1 2020 | Q4 2020 | 4 |
Allegis Investment Advisors, LLC | 3 | 1 | 0.01% | 0.12% | 0.21% | Q4 2015 | Q1 2017 | 4 |
Briaud Financial Planning, Inc | 3 | 1 | 0.07% | 2.66% | 3.74% | Q4 2021 | Q3 2023 | 4 |
Lehman Financial Resources, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2013 | 4 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.08% | 0.16% | Q1 2020 | Q4 2022 | 4 |
V Wealth Advisors LLC | 2 | 2 | 0.11% | 0.39% | 0.61% | Q1 2019 | Q3 2020 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 1 | 0.01% | 0.05% | 0.12% | Q3 2020 | Q2 2023 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
FNY Partners Fund LP | 4 | 4 | 0.01% | 0.03% | 0.08% | Q2 2017 | Q1 2018 | 4 |
Cetera Investment Advisers | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Bluefin Trading, LLC | 2 | 1 | 0.02% | 0.09% | 0.22% | Q2 2013 | Q1 2014 | 3 |
Patten Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.91% | 1.11% | 1.48% | Q1 2015 | Q3 2015 | 3 |
Clearview Wealth Advisors LLC | 3 | 3 | 0.06% | 0.13% | 0.27% | Q4 2022 | Q2 2023 | 3 |
AlphaQ Advisors LLC | 2 | 1 | 0.51% | 1.44% | 2.98% | Q4 2022 | Q3 2023 | 3 |
Wagner Wealth Management, LLC | 2 | 1 | 0.03% | 0.06% | 0.11% | Q4 2021 | Q3 2022 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 3 |
Castle Rock Wealth Management, LLC | 3 | 3 | 0.54% | 0.75% | 0.88% | Q2 2020 | Q4 2020 | 3 |
North Ridge Wealth Advisors, Inc. | 3 | 3 | 6.40% | 6.93% | 7.20% | Q1 2023 | Q3 2023 | 3 |
Ground Swell Capital, LLC | 2 | 1 | 0.20% | 1.00% | 2.59% | Q2 2014 | Q4 2021 | 3 |
Paragon Advisors, LLC | 3 | 3 | 0.25% | 0.82% | 1.60% | Q3 2020 | Q1 2021 | 3 |
Advisors Preferred, LLC | 1 | 1 | 0.00% | 0.05% | 0.14% | Q3 2014 | Q1 2019 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Rain Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Johnson & White Wealth Management, LLC | 1 | 1 | 1.82% | 2.04% | 2.17% | Q3 2022 | Q3 2023 | 3 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Fortis Group Advisors, LLC | 3 | 3 | 0.27% | 1.49% | 2.62% | Q1 2023 | Q3 2023 | 3 |
Aries Wealth Management | 3 | 3 | 0.31% | 0.42% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Running Point Capital Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Land & Buildings Investment Management | 3 | 3 | 0.61% | 0.67% | 0.76% | Q3 2022 | Q1 2023 | 3 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 3 |
Leading Edge Financial Planning LLC | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Brown Advisory Securities, LLC | 3 | 3 | 0.12% | 0.16% | 0.23% | Q1 2014 | Q3 2014 | 3 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 2 | 1 | 0.17% | 0.23% | 0.27% | Q4 2021 | Q1 2023 | 3 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.14% | 0.25% | 0.34% | Q2 2016 | Q2 2018 | 3 |
Beaumont Financial Partners, LLC | 3 | 3 | 0.23% | 0.28% | 0.34% | Q1 2022 | Q3 2022 | 3 |
BANK OF NOVA SCOTIA | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 3 |
AlphaStar Capital Management, LLC | 2 | 1 | 0.10% | 0.13% | 0.19% | Q4 2018 | Q2 2020 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Addison Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.26% | 0.30% | 0.35% | Q3 2017 | Q1 2018 | 3 |
Verity Asset Management, Inc. | 1 | 1 | 0.16% | 0.24% | 0.29% | Q3 2019 | Q1 2023 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 3 |
Cetera Advisor Networks LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.10% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 1 | 0.01% | 0.26% | 0.74% | Q1 2022 | Q3 2023 | 3 |
Apollon Wealth Management, LLC | 2 | 1 | 0.06% | 0.10% | 0.13% | Q2 2020 | Q1 2021 | 3 |
B.O.S.S. Retirement Advisors, LLC | 3 | 3 | 0.17% | 0.18% | 0.20% | Q2 2023 | Q4 2023 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q1 2022 | 3 |
Secure Asset Management, LLC | 3 | 3 | 0.22% | 0.25% | 0.27% | Q1 2020 | Q3 2020 | 3 |
MANCHESTER FINANCIAL INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
US BANCORP \DE\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
Clarity Financial LLC | 2 | 1 | 0.05% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 3 |
Tidal Investments LLC | 1 | 1 | 0.48% | 2.85% | 7.36% | Q3 2020 | Q1 2023 | 3 |
Allworth Financial LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 3 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2015 | 3 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
FIRST QUADRANT LLC/CA | 3 | 3 | 0.30% | 0.33% | 0.35% | Q1 2020 | Q3 2020 | 3 |
Cranberry Lake Advisors LLC | 3 | 3 | 3.60% | 4.81% | 6.45% | Q1 2016 | Q3 2016 | 3 |
Heritage Wealth Partners, LLC | 2 | 1 | 0.38% | 0.86% | 1.69% | Q4 2022 | Q3 2023 | 3 |
Delta Investment Management, LLC | 3 | 3 | 0.14% | 0.24% | 0.40% | Q2 2020 | Q4 2020 | 3 |
FRANKLIN RESOURCES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Tranquilli Financial Advisor LLC | 2 | 1 | 0.86% | 1.00% | 1.10% | Q4 2020 | Q4 2021 | 3 |
DEUTSCHE BANK AG\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 3 |
Darwin Wealth Management, LLC | 2 | 1 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q1 2023 | 3 |
Aveo Capital Partners, LLC | 3 | 3 | 0.05% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 3 |
PFS INVESTMENTS INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
MetLife Investment Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.09% | 0.93% | 1.64% | Q1 2023 | Q3 2023 | 3 |
20/20 Capital Management, Inc. | 3 | 3 | 0.13% | 0.18% | 0.25% | Q1 2020 | Q3 2020 | 3 |
Source Financial Advisors LLC | 2 | 2 | 0.12% | 0.21% | 0.30% | Q2 2023 | Q3 2023 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
China Universal Asset Management Co., Ltd. | 2 | 2 | 1.00% | 1.00% | 1.01% | Q2 2023 | Q3 2023 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q1 2019 | Q2 2019 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
WESPAC Advisors, LLC | 1 | 1 | 0.82% | 1.40% | 1.99% | Q1 2019 | Q1 2023 | 2 |
AMJ Financial Wealth Management | 2 | 2 | 3.76% | 4.11% | 4.47% | Q2 2023 | Q3 2023 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q4 2020 | 2 |
Pasadena Private Wealth, LLC | 1 | 1 | 0.52% | 0.93% | 1.35% | Q2 2022 | Q3 2023 | 2 |
K2 PRINCIPAL FUND, L.P. | 2 | 2 | 1.24% | 1.72% | 2.20% | Q3 2021 | Q4 2021 | 2 |
Leeward Financial Partners, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.22% | 0.44% | Q4 2021 | Q1 2023 | 2 |
BOKF, NA | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Cerity Partners LLC | 2 | 2 | 0.06% | 0.13% | 0.21% | Q1 2017 | Q2 2017 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q4 2014 | 2 |
DAVENPORT & Co LLC | 1 | 1 | 0.02% | 0.04% | 0.04% | Q2 2014 | Q1 2016 | 2 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.01% | 0.20% | 0.39% | Q4 2020 | Q3 2022 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 1.47% | 1.72% | 1.97% | Q3 2016 | Q4 2016 | 2 |
Fingerlakes Wealth Management, Inc. | 2 | 2 | 0.43% | 0.44% | 0.46% | Q4 2021 | Q1 2022 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TD Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.04% | 0.07% | Q3 2019 | Q3 2020 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Aurora Private Wealth, Inc. | 2 | 2 | 0.13% | 0.13% | 0.14% | Q3 2021 | Q4 2021 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
QS Investors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Freedom Investment Management, Inc. | 1 | 1 | 0.10% | 0.17% | 0.24% | Q4 2018 | Q4 2019 | 2 |
HCR Wealth Advisors | 2 | 2 | 0.12% | 0.16% | 0.19% | Q3 2019 | Q4 2019 | 2 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 2 |
NATIXIS | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q4 2021 | 2 |
Visionary Asset Management, Inc. | 1 | 1 | 0.14% | 0.61% | 1.08% | Q3 2013 | Q1 2016 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 2 |
Concert Wealth Management Inc. | 2 | 2 | 0.07% | 0.09% | 0.12% | Q4 2014 | Q1 2015 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Authentikos Wealth Advisory, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 3.22% | 3.26% | 3.30% | Q1 2022 | Q2 2022 | 2 |
VALICENTI ADVISORY SERVICES INC | 2 | 2 | 0.42% | 0.44% | 0.46% | Q1 2023 | Q2 2023 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q4 2023 | 2 |
HSBC HOLDINGS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q1 2018 | Q4 2020 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.24% | 0.27% | 0.31% | Q2 2023 | Q3 2023 | 2 |
BRINKER CAPITAL INC | 2 | 2 | 0.11% | 3.38% | 6.65% | Q4 2014 | Q1 2015 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.05% | 0.09% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Deane Retirement Strategies, Inc. | 1 | 1 | 3.23% | 4.62% | 6.02% | Q1 2020 | Q3 2020 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.64% | 1.05% | 1.47% | Q2 2023 | Q3 2023 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.43% | 0.54% | 0.64% | Q1 2014 | Q2 2014 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
MAGNOLIA CAPITAL ADVISORS LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
HOEY INVESTMENTS, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Richard W. Paul & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.04% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2022 | Q3 2022 | 2 |
Sage Advisory Services, Ltd.Co. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 0.75% | 3.49% | 6.23% | Q1 2020 | Q3 2020 | 2 |
RiverFront Investment Group, LLC | 2 | 2 | 0.88% | 1.45% | 2.01% | Q2 2023 | Q3 2023 | 2 |
Realta Investment Advisors | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q2 2020 | Q4 2020 | 2 |
TTP Investments, Inc. | 2 | 2 | 3.22% | 3.69% | 4.16% | Q1 2019 | Q2 2019 | 2 |
Fluent Financial, LLC | 2 | 2 | 3.58% | 4.48% | 5.38% | Q2 2023 | Q3 2023 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.05% | 0.09% | Q4 2014 | Q1 2022 | 2 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
Frontier Asset Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2022 | Q3 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 6.22% | 6.22% | 6.22% | Q3 2023 | Q3 2023 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2019 | Q3 2019 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2014 | Q4 2014 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
PFG Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sage Capital Advisors,llc | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Greenline Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Sturgeon Ventures LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 7.82% | 7.82% | 7.82% | Q3 2022 | Q3 2022 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Private Harbour Investment Management & Counsel, LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q2 2016 | Q2 2016 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Hamilton Wealth, LLC | 1 | 1 | 3.01% | 3.01% | 3.01% | Q3 2023 | Q3 2023 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Legacy Capital Partners, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2020 | Q2 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q1 2020 | Q1 2020 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Berkshire Money Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bouvel Investment Partners, LLC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q3 2023 | Q3 2023 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Sciencast Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q3 2017 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
Aviance Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Professional Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Eldridge Investment Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AMG National Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Summit Rock Advisors, LP | 1 | 1 | 5.19% | 5.19% | 5.19% | Q4 2020 | Q4 2020 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Ascent Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Harvest Portfolios Group Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2020 | Q2 2020 | 1 |
Raub Brock Capital Management LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
SMITH SHELLNUT WILSON LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2016 | Q4 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2019 | Q3 2019 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2020 | Q1 2020 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 6.83% | 6.83% | 6.83% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own VANGUARD WORLD FD or have owned VANGUARD WORLD FD in the past.