Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 32 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 24 |
CWM, LLC | 10 | 8 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
RAYMOND JAMES & ASSOCIATES | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 14 | 14 | 0.74% | 1.25% | 2.45% | Q2 2020 | Q3 2023 | 14 |
LPL Financial LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 14 | 14 | 0.08% | 1.15% | 2.13% | Q2 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Claro Advisors LLC | 14 | 14 | 0.07% | 0.35% | 0.62% | Q2 2020 | Q3 2023 | 14 |
BANK OF AMERICA CORP /DE/ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Parallel Advisors, LLC | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
First PREMIER Bank | 14 | 14 | 0.01% | 0.12% | 0.32% | Q2 2020 | Q3 2023 | 14 |
ROYAL BANK OF CANADA | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Asset Dedication, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
MORGAN STANLEY | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Private Advisor Group, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 13 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 14 |
Cetera Advisor Networks LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisors LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Clearwater Capital Advisors, LLC | 13 | 13 | 0.22% | 0.80% | 1.08% | Q3 2020 | Q3 2023 | 13 |
Geneos Wealth Management Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 13 | 13 | 0.06% | 0.11% | 0.19% | Q3 2020 | Q3 2023 | 13 |
ALBION FINANCIAL GROUP /UT | 10 | 3 | 0.00% | 0.87% | 2.12% | Q2 2020 | Q3 2023 | 13 |
Joseph P. Lucia & Associates, LLC | 13 | 13 | 0.34% | 0.97% | 1.58% | Q3 2020 | Q3 2023 | 13 |
UBS Group AG | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Carolina Wealth Advisors, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
WELLS FARGO & COMPANY/MN | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Banque Cantonale Vaudoise | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
North Star Investment Management Corp. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12 | 1 | 0.74% | 1.11% | 1.71% | Q2 2020 | Q3 2023 | 13 |
FRANKLIN RESOURCES INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
AMERIPRISE FINANCIAL INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.02% | 0.08% | 0.25% | Q4 2020 | Q3 2023 | 12 |
HBW ADVISORY SERVICES LLC | 6 | 6 | 0.08% | 0.15% | 0.23% | Q3 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.17% | 0.43% | 0.56% | Q4 2020 | Q3 2023 | 12 |
MML INVESTORS SERVICES, LLC | 10 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 12 |
Oxler Private Wealth LLC | 12 | 12 | 0.06% | 0.39% | 0.82% | Q4 2020 | Q3 2023 | 12 |
GOLDMAN SACHS GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Moloney Securities Asset Management, LLC | 12 | 12 | 0.05% | 0.10% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HighTower Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Steward Partners Investment Advisory, LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
TimeScale Financial, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Global Retirement Partners, LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 0.31% | 0.68% | 0.93% | Q4 2020 | Q3 2023 | 12 |
Lindbrook Capital, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Pacifica Partners Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2023 | 12 |
B. Riley Wealth Advisors, Inc. | 12 | 12 | 0.01% | 0.07% | 0.19% | Q2 2020 | Q1 2023 | 12 |
BANK OF MONTREAL /CAN/ | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Versant Capital Management, Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2023 | 12 |
PSI Advisors, LLC | 12 | 12 | 0.08% | 0.11% | 0.19% | Q4 2020 | Q3 2023 | 12 |
BLAIR WILLIAM & CO/IL | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
Janney Montgomery Scott LLC | 8 | 3 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
American Portfolios Advisors | 11 | 11 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2022 | 11 |
Cutler Group LLC / CA | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.04% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Resolute Advisors LLC | 9 | 2 | 0.05% | 0.17% | 0.27% | Q4 2020 | Q3 2023 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Kistler-Tiffany Companies, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 11 |
MEITAV INVESTMENT HOUSE LTD | 11 | 11 | 0.21% | 0.35% | 0.74% | Q1 2021 | Q3 2023 | 11 |
AJ WEALTH STRATEGIES, LLC | 11 | 11 | 0.03% | 0.09% | 0.33% | Q4 2020 | Q2 2023 | 11 |
Gladstone Institutional Advisory LLC | 10 | 10 | 0.02% | 0.47% | 1.35% | Q3 2020 | Q4 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Wolf Group Capital Advisors | 6 | 4 | 0.14% | 0.27% | 0.45% | Q4 2020 | Q3 2023 | 10 |
Intrua Financial, LLC | 10 | 10 | 0.07% | 0.17% | 0.28% | Q4 2020 | Q1 2023 | 10 |
Belpointe Asset Management LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 10 |
JPMORGAN CHASE & CO | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Selective Wealth Management, Inc. | 7 | 3 | 0.00% | 2.22% | 5.86% | Q2 2021 | Q4 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Clarity Wealth Advisors, LLC | 10 | 10 | 0.98% | 1.57% | 1.99% | Q2 2020 | Q3 2022 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Creative Planning | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Graypoint LLC | 5 | 4 | 0.03% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 9 |
FMR LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Insight Advisors, LLC/ PA | 9 | 9 | 0.10% | 0.34% | 0.59% | Q1 2021 | Q1 2023 | 9 |
&PARTNERS | 7 | 2 | 0.10% | 0.29% | 0.48% | Q1 2021 | Q2 2023 | 9 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 2 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 9 |
Gemmer Asset Management LLC | 9 | 9 | 0.03% | 0.26% | 0.52% | Q2 2020 | Q2 2022 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 9 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2022 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 4 | 0.01% | 0.07% | 0.13% | Q1 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 6 | 3 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q4 2022 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 9 | 9 | 0.34% | 1.36% | 2.12% | Q3 2020 | Q3 2022 | 9 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
LBMC INVESTMENT ADVISORS, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2022 | 9 |
AE Wealth Management LLC | 8 | 1 | 0.01% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 9 |
Cresset Asset Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SFI Advisors, LLC | 8 | 8 | 1.13% | 1.71% | 2.59% | Q4 2021 | Q3 2023 | 8 |
Corbenic Partners LLC | 8 | 8 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q2 2022 | 8 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.19% | 0.43% | Q2 2020 | Q1 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Realta Investment Advisors | 8 | 8 | 0.05% | 0.13% | 0.21% | Q2 2020 | Q1 2022 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 8 |
Ayalon Insurance Comp Ltd. | 8 | 8 | 0.03% | 0.17% | 0.48% | Q2 2020 | Q1 2022 | 8 |
Claraphi Advisory Network, LLC | 8 | 8 | 0.06% | 0.23% | 0.41% | Q2 2020 | Q1 2022 | 8 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 7 |
Bremer Bank National Association | 7 | 7 | 0.30% | 0.41% | 0.76% | Q1 2022 | Q3 2023 | 7 |
Edgehill Endowment Partners, LLC | 7 | 7 | 4.88% | 8.20% | 10.20% | Q1 2022 | Q3 2023 | 7 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q4 2021 | 7 |
Jefferies Group LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 7 | 7 | 0.03% | 0.10% | 0.18% | Q2 2020 | Q4 2021 | 7 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Circle Wealth Management, LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Stratos Wealth Partners, LTD. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q1 2022 | 7 |
West Oak Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
CREDIT SUISSE AG/ | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 7 |
SIGNATUREFD, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BECK CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.70% | 0.85% | 1.18% | Q2 2020 | Q4 2021 | 7 |
Cypress Capital Management LLC (WY) | 7 | 7 | 0.14% | 0.15% | 0.16% | Q2 2020 | Q4 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
BROWN ADVISORY INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
STRATEGIC WEALTH MANAGEMENT INC | 6 | 6 | 1.40% | 1.50% | 1.59% | Q3 2020 | Q4 2021 | 6 |
CIBC WORLD MARKET INC. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 6 |
Zurich Insurance Group Ltd/FI | 6 | 6 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q4 2021 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Capital Analysts, LLC | 4 | 2 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2022 | 6 |
TWO SIGMA ADVISERS, LP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Sowell Financial Services LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 6 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2021 | 6 |
Private Wealth Strategies, L.L.C. | 6 | 6 | 0.37% | 1.85% | 2.78% | Q3 2020 | Q4 2021 | 6 |
Legend Financial Advisors, Inc. | 6 | 6 | 0.22% | 0.92% | 4.17% | Q4 2020 | Q1 2022 | 6 |
NORTHERN TRUST CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Anfield Capital Management, LLC | 6 | 6 | 0.70% | 0.82% | 1.11% | Q3 2020 | Q4 2021 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 1 | 0.02% | 0.05% | 0.07% | Q3 2020 | Q1 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 6 |
Yarbrough Capital, LLC | 6 | 6 | 0.43% | 0.51% | 0.67% | Q2 2022 | Q3 2023 | 6 |
Total Clarity Wealth Management, Inc. | 4 | 2 | 0.00% | 0.16% | 0.36% | Q2 2020 | Q4 2021 | 6 |
Baird Financial Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CERTUITY, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Titus Wealth Management | 5 | 5 | 0.11% | 0.15% | 0.18% | Q4 2020 | Q4 2021 | 5 |
TD Waterhouse Canada Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
ENVESTNET ASSET MANAGEMENT INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 5 |
USCA RIA LLC | 5 | 5 | 0.02% | 0.13% | 0.17% | Q2 2020 | Q2 2021 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Sigma Planning Corp | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Rollins Financial | 3 | 2 | 0.31% | 1.02% | 1.59% | Q4 2020 | Q1 2022 | 5 |
SOA Wealth Advisors, LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Evanson Asset Management, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
Seven Post Investment Office LP | 5 | 5 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q1 2022 | 5 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.03% | 0.11% | Q4 2020 | Q1 2023 | 5 |
U.S. Capital Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.07% | 0.12% | Q3 2021 | Q4 2022 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Compass Ion Advisors, LLC | 5 | 5 | 0.10% | 0.14% | 0.22% | Q3 2020 | Q3 2021 | 5 |
TWO SIGMA INVESTMENTS, LP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Orca Investment Management, LLC | 5 | 5 | 1.68% | 2.01% | 2.33% | Q4 2020 | Q4 2021 | 5 |
StoneX Group Inc. | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Ten Capital Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
EPIQ Capital Group, LLC | 3 | 2 | 0.14% | 0.44% | 0.63% | Q3 2021 | Q3 2023 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 5 | 0.04% | 0.06% | 0.11% | Q4 2020 | Q4 2021 | 5 |
Schwab Charitable Fund | 5 | 5 | 0.05% | 0.08% | 0.11% | Q1 2022 | Q1 2023 | 5 |
Atria Wealth Solutions, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Equitable Holdings, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Prestige Wealth Management Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.02% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Optiver Holding B.V. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
OLD MISSION CAPITAL LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Psagot Value Holdings Ltd. | 4 | 4 | 0.52% | 0.72% | 1.15% | Q3 2020 | Q2 2021 | 4 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 4 |
Berman Capital Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2021 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 4 |
PROFESSIONAL PLANNING | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q3 2021 | 4 |
Fermata Advisors, LLC | 4 | 4 | 0.15% | 0.49% | 1.21% | Q1 2021 | Q4 2021 | 4 |
Strid Group, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
KM Capital Management Ltd. | 4 | 4 | 0.36% | 0.73% | 1.01% | Q4 2022 | Q3 2023 | 4 |
LVW Advisors, LLC | 3 | 1 | 0.05% | 0.19% | 0.25% | Q1 2022 | Q1 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Masso Torrence Wealth Management Inc. | 4 | 4 | 0.20% | 0.45% | 0.78% | Q4 2021 | Q3 2022 | 4 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Biltmore Capital Advisors LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q4 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 4 |
AdvisorNet Financial, Inc | 2 | 1 | 0.00% | 0.02% | 0.08% | Q2 2020 | Q3 2023 | 4 |
SMITH, MOORE & CO. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
NATIONAL BANK OF CANADA /FI/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CAPTRUST FINANCIAL ADVISORS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.04% | 0.25% | 0.47% | Q2 2020 | Q4 2020 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q4 2020 | 3 |
Summit Trail Advisors, LLC | 2 | 1 | 0.05% | 0.24% | 0.62% | Q1 2020 | Q1 2022 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
MANCHESTER FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
CITIGROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Disciplined Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Avitas Wealth Management LLC | 3 | 3 | 0.04% | 0.06% | 0.06% | Q3 2020 | Q1 2021 | 3 |
Altshuler Shaham Ltd | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Cooper Financial Group | 3 | 3 | 0.04% | 0.10% | 0.15% | Q4 2020 | Q2 2021 | 3 |
L & S Advisors Inc | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q3 2021 | 3 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 3 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Truadvice, LLC | 3 | 3 | 0.34% | 0.64% | 0.80% | Q4 2020 | Q2 2021 | 3 |
WJ Wealth Management, LLC | 3 | 3 | 0.30% | 0.59% | 0.78% | Q2 2020 | Q4 2020 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 3 |
Arete Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Perigon Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 3 |
Essex Financial Services, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
GRIMES & COMPANY, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
S. R. Schill & Associates | 3 | 3 | 0.12% | 0.13% | 0.14% | Q2 2020 | Q4 2020 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
1832 Asset Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
PineBridge Investments, L.P. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
RMB Capital Management, LLC | 1 | 1 | 0.24% | 0.25% | 0.27% | Q2 2022 | Q4 2022 | 2 |
South Shore Capital Advisors | 2 | 2 | 0.52% | 0.55% | 0.57% | Q4 2020 | Q1 2021 | 2 |
SeaBridge Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EQUITABLE TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
SPRENG CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.13% | 0.16% | 0.19% | Q4 2021 | Q1 2022 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Stelac Advisory Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2023 | 2 |
Advisor Resource Council | 1 | 1 | 0.09% | 0.11% | 0.14% | Q2 2021 | Q4 2021 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.11% | 0.37% | 0.63% | Q3 2020 | Q4 2020 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Activest Wealth Management | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.20% | 0.22% | 0.24% | Q2 2021 | Q3 2021 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Fragasso Group Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Pensionmark Financial Group, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q3 2020 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
MARIPAU WEALTH MANAGEMENT LLC | 2 | 2 | 0.23% | 0.30% | 0.37% | Q4 2021 | Q1 2022 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q3 2021 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Ridgewood Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Noked Israel Ltd | 1 | 1 | 2.29% | 2.29% | 2.29% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FIRST COMMUNITY TRUST NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Center Lake Capital Management, LLC | 1 | 1 | 2.23% | 2.23% | 2.23% | Q1 2021 | Q1 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CEERA INVESTMENTS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Jeneq Management LP | 1 | 1 | 30.24% | 30.24% | 30.24% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
BANK HAPOALIM BM | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2022 | Q1 2022 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Del-Sette Capital Management, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2022 | Q4 2022 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Vishria Bird Financial Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2020 | Q4 2020 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
EMG Holdings, L.P. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
Ulrich Consultants & Investment Group, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2022 | Q2 2022 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.