Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CABOT WEALTH MANAGEMENT INC | 42 | 42 | 0.05% | 0.60% | 2.63% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Tortoise Investment Management, LLC | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 41 | 41 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q2 2023 | 41 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 38 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
CITIGROUP INC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
New England Private Wealth Advisors LLC | 40 | 40 | 0.08% | 0.58% | 1.00% | Q4 2013 | Q3 2023 | 40 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 40 | 40 | 0.15% | 0.38% | 0.63% | Q4 2013 | Q3 2023 | 40 |
Texas Yale Capital Corp. | 39 | 39 | 0.02% | 0.13% | 0.25% | Q1 2014 | Q3 2023 | 39 |
STATE STREET CORP | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
Creative Planning | 33 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
Capital Analysts, LLC | 27 | 9 | 0.00% | 0.15% | 0.53% | Q3 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
CLEAR INVESTMENT RESEARCH, LLC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Regal Investment Advisors LLC | 34 | 34 | 0.02% | 0.25% | 1.21% | Q2 2015 | Q3 2023 | 34 |
Smithfield Trust Co | 34 | 34 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q2 2023 | 34 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q3 2023 | 33 |
Harbour Capital Advisors, LLC | 19 | 14 | 0.00% | 0.29% | 0.57% | Q4 2013 | Q1 2022 | 33 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 31 |
WHITTIER TRUST CO OF NEVADA INC | 31 | 31 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2021 | 31 |
EXANE DERIVATIVES | 31 | 31 | 0.00% | 0.08% | 0.70% | Q4 2014 | Q2 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.08% | 0.18% | Q1 2016 | Q3 2023 | 31 |
TELEMUS CAPITAL, LLC | 18 | 1 | 0.02% | 0.11% | 0.42% | Q3 2013 | Q1 2023 | 30 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 27 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 30 |
BlackRock Inc. | 26 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 18 | 12 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 30 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 7 | 1 | 0.02% | 0.35% | 1.26% | Q2 2014 | Q3 2023 | 29 |
CAHILL FINANCIAL ADVISORS INC | 29 | 29 | 0.25% | 0.38% | 0.52% | Q3 2016 | Q3 2023 | 29 |
HANCOCK WHITNEY CORP | 17 | 1 | 0.01% | 0.04% | 0.06% | Q3 2014 | Q3 2023 | 29 |
STRS OHIO | 29 | 29 | 0.00% | 0.02% | 0.02% | Q3 2016 | Q3 2023 | 29 |
HSBC HOLDINGS PLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2020 | 28 |
Millburn Ridgefield Corp | 28 | 28 | 0.01% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q4 2019 | 27 |
BLAIR WILLIAM & CO/IL | 22 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 27 |
Avior Wealth Management, LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2020 | 27 |
Mandatum Life Insurance Co Ltd | 26 | 26 | 0.04% | 0.22% | 0.49% | Q4 2015 | Q1 2022 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.73% | 4.79% | Q4 2016 | Q3 2023 | 26 |
Stonehearth Capital Management, LLC | 26 | 26 | 3.72% | 5.09% | 6.58% | Q4 2014 | Q1 2021 | 26 |
JPMORGAN CHASE & CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 26 |
Private Advisor Group, LLC | 25 | 1 | 0.00% | 0.02% | 0.10% | Q3 2014 | Q2 2022 | 26 |
Bogart Wealth, LLC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
QS Investors, LLC | 23 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2021 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.00% | 4.95% | 8.21% | Q4 2014 | Q4 2020 | 25 |
BANK OF THE WEST | 25 | 25 | 0.03% | 1.06% | 3.45% | Q1 2014 | Q1 2020 | 25 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.17% | 0.38% | 1.12% | Q2 2013 | Q1 2019 | 24 |
SYNOVUS FINANCIAL CORP | 13 | 11 | 0.00% | 0.04% | 0.25% | Q1 2014 | Q2 2020 | 24 |
OPTIMUM INVESTMENT ADVISORS | 24 | 24 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q4 2023 | 24 |
Chicago Partners Investment Group LLC | 24 | 24 | 0.03% | 0.22% | 0.52% | Q4 2014 | Q3 2020 | 24 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 23 |
OPPENHEIMER ASSET MANAGEMENT INC. | 23 | 23 | 0.04% | 0.10% | 0.14% | Q1 2017 | Q3 2022 | 23 |
BANK OF MONTREAL /CAN/ | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
BLB&B Advisors, LLC | 22 | 22 | 0.04% | 0.14% | 0.33% | Q1 2014 | Q2 2019 | 22 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.09% | Q1 2016 | Q1 2023 | 22 |
CWM, LLC | 14 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
Destination Wealth Management | 13 | 3 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 22 |
LVZ, Inc. | 9 | 1 | 0.12% | 0.33% | 0.58% | Q2 2015 | Q2 2023 | 21 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21 | 21 | 0.01% | 0.04% | 0.10% | Q2 2014 | Q2 2019 | 21 |
PICTET ASSET MANAGEMENT LTD | 21 | 21 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Allworth Financial LP | 19 | 2 | 0.00% | 0.03% | 0.21% | Q4 2014 | Q3 2023 | 21 |
Symmetry Partners, LLC | 21 | 21 | 0.21% | 0.45% | 0.73% | Q4 2016 | Q4 2021 | 21 |
NORTHERN TRUST CORP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2018 | 20 |
Mirae Asset Global Investments Co., Ltd. | 9 | 3 | 0.01% | 0.05% | 0.15% | Q1 2014 | Q1 2020 | 20 |
Camarda Financial Advisors, LLC | 20 | 20 | 0.53% | 1.43% | 2.82% | Q1 2014 | Q4 2018 | 20 |
Ellevest, Inc. | 20 | 20 | 0.03% | 0.08% | 0.20% | Q4 2018 | Q3 2023 | 20 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 19 |
MML INVESTORS SERVICES, LLC | 11 | 8 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2022 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
Main Management LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 18 |
Baldwin Investment Management, LLC | 11 | 1 | 0.06% | 0.12% | 0.22% | Q1 2014 | Q1 2019 | 18 |
FIFTH THIRD BANCORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 18 |
Pinnacle Advisory Group, Inc. | 18 | 18 | 0.03% | 0.10% | 0.14% | Q4 2016 | Q1 2021 | 18 |
6 Meridian | 17 | 17 | 0.10% | 0.14% | 0.18% | Q4 2017 | Q4 2021 | 17 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2020 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 3 | 0.00% | 0.01% | 0.07% | Q2 2017 | Q3 2023 | 17 |
FMR LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 17 |
CX Institutional | 17 | 17 | 0.01% | 0.12% | 0.23% | Q2 2018 | Q2 2022 | 17 |
ATLAS CAPITAL ADVISORS LLC | 10 | 7 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q2 2022 | 17 |
Cetera Advisor Networks LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2021 | 16 |
Kovitz Investment Group Partners, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Forward Management, LLC | 10 | 3 | 0.00% | 0.10% | 0.26% | Q2 2013 | Q4 2017 | 16 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.01% | 0.10% | 0.35% | Q1 2015 | Q3 2023 | 16 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2023 | 16 |
Invesco Ltd. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 16 |
US BANCORP \DE\ | 12 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 16 |
AMERIPRISE FINANCIAL INC | 10 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2018 | 16 |
CAMG Solamere Management, LLC | 15 | 15 | 0.84% | 1.98% | 2.44% | Q4 2016 | Q2 2020 | 15 |
3EDGE Asset Management, LP | 8 | 7 | 0.05% | 0.82% | 2.28% | Q4 2016 | Q1 2022 | 15 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 8 | 7 | 0.02% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 15 |
Commonwealth Equity Services, Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2017 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
First Allied Advisory Services, Inc. | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2019 | 15 |
Brinker Capital Investments, LLC | 11 | 1 | 0.04% | 0.10% | 0.14% | Q2 2013 | Q2 2018 | 15 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2021 | 15 |
Janney Montgomery Scott LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2017 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 10 | 1 | 0.11% | 0.16% | 0.31% | Q4 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Glassman Wealth Services | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 9 | 5 | 0.00% | 0.02% | 0.14% | Q1 2020 | Q3 2023 | 14 |
Narwhal Capital Management | 14 | 14 | 0.10% | 0.15% | 0.20% | Q2 2013 | Q3 2016 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
Raymond James Financial Services Advisors, Inc. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 14 |
Heartwood Wealth Advisors LLC | 11 | 2 | 0.05% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 13 |
BREWIN DOLPHIN LTD | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 13 |
Cerity Partners LLC | 12 | 1 | 0.01% | 0.08% | 0.16% | Q1 2017 | Q2 2020 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
Virtu KCG Holdings LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2017 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Faithward Advisors, LLC | 6 | 2 | 0.01% | 0.03% | 0.09% | Q3 2019 | Q1 2023 | 13 |
OneDigital Investment Advisors LLC | 13 | 13 | 0.02% | 0.06% | 0.12% | Q2 2017 | Q2 2020 | 13 |
Barnett & Company, Inc. | 12 | 12 | 0.00% | 0.32% | 0.60% | Q2 2017 | Q1 2020 | 12 |
KCS Wealth Advisory | 9 | 1 | 0.02% | 0.11% | 0.17% | Q3 2019 | Q2 2023 | 12 |
Man Group plc | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 12 |
LINCOLN NATIONAL CORP | 12 | 12 | 0.02% | 0.06% | 0.16% | Q3 2017 | Q2 2020 | 12 |
Bank of New York Mellon Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2021 | 12 |
C M BIDWELL & ASSOCIATES LTD | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 12 |
HAP Trading, LLC | 5 | 1 | 0.00% | 0.12% | 0.31% | Q3 2019 | Q3 2022 | 12 |
Renaissance Technologies | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q4 2015 | 11 |
VSR Financial Services, Inc. | 11 | 11 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2015 | 11 |
Wambolt & Associates, LLC | 11 | 11 | 0.14% | 0.37% | 0.48% | Q1 2021 | Q3 2023 | 11 |
Patten Group, Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2017 | 11 |
SAGE FINANCIAL GROUP INC | 11 | 11 | 0.05% | 0.12% | 0.18% | Q4 2016 | Q2 2019 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.04% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 11 |
BLACKROCK ADVISORS LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Hexagon Capital Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 11 |
AXA S.A. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 11 |
New Potomac Partners, LLC | 11 | 11 | 0.05% | 0.07% | 0.09% | Q1 2018 | Q3 2020 | 11 |
SALEM INVESTMENT COUNSELORS INC | 11 | 11 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2015 | 11 |
Capital Investment Advisory Services, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 10 | 10 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q2 2021 | 10 |
AFAM CAPITAL, INC. | 7 | 3 | 0.04% | 0.05% | 0.10% | Q1 2015 | Q2 2018 | 10 |
RAYMOND JAMES & ASSOCIATES | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 10 |
ACIMA PRIVATE WEALTH, LLC | 10 | 10 | 0.74% | 0.90% | 1.05% | Q4 2019 | Q1 2022 | 10 |
British Airways Pensions Investment Management Ltd | 10 | 10 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2019 | 10 |
BRIGHTON JONES LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Rehmann Capital Advisory Group | 7 | 1 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q1 2020 | 10 |
ALBION FINANCIAL GROUP /UT | 10 | 10 | 1.38% | 1.69% | 2.16% | Q1 2017 | Q2 2019 | 10 |
Wealthcare Advisory Partners LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2020 | 9 |
ALLIANCEBERNSTEIN L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Spire Wealth Management | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Financial & Tax Architects, LLC | 5 | 4 | 0.10% | 0.14% | 0.20% | Q1 2021 | Q2 2023 | 9 |
Ackerman Capital Advisors, LLC | 5 | 4 | 0.00% | 0.05% | 0.09% | Q1 2019 | Q2 2021 | 9 |
NVWM, LLC | 9 | 9 | 0.00% | 0.05% | 0.24% | Q3 2021 | Q3 2023 | 9 |
DEUTSCHE BANK AG\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2019 | 9 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2022 | 8 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Gould Capital, LLC | 8 | 8 | 1.24% | 1.49% | 1.64% | Q4 2021 | Q3 2023 | 8 |
RONALD BLUE & CO LLC | 8 | 8 | 0.02% | 0.09% | 0.15% | Q3 2015 | Q2 2017 | 8 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2020 | 8 |
Partnervest Advisory Services LLC | 5 | 3 | 0.00% | 0.28% | 0.84% | Q2 2013 | Q2 2018 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 1.21% | 1.35% | 1.49% | Q4 2021 | Q3 2023 | 8 |
CREDIT SUISSE AG/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2015 | 8 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 8 |
Kistler-Tiffany Companies, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
DHK Financial Advisors, Inc. | 8 | 8 | 2.97% | 3.69% | 4.92% | Q4 2021 | Q3 2023 | 8 |
Clark Capital Management Group, Inc. | 6 | 2 | 0.12% | 0.32% | 0.99% | Q1 2014 | Q3 2018 | 8 |
Alexandria Capital, LLC | 8 | 8 | 0.02% | 0.04% | 0.04% | Q4 2018 | Q3 2020 | 8 |
Almanack Investment Partners, LLC. | 7 | 1 | 0.01% | 0.10% | 0.22% | Q3 2020 | Q3 2022 | 8 |
MUFG Americas Holdings Corp | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2020 | 8 |
BESSEMER GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 1.38% | 1.64% | 2.22% | Q4 2021 | Q3 2023 | 8 |
Hartford Financial Management Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 8 |
ING GROEP NV | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q4 2015 | 8 |
EARNEST PARTNERS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 8 |
D.A. DAVIDSON & CO. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2017 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
Intercontinental Wealth Advisors, LLC | 5 | 3 | 0.01% | 0.06% | 0.14% | Q3 2017 | Q4 2019 | 8 |
First Horizon Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
Sandy Spring Bank | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2022 | 8 |
BDO Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2019 | 8 |
NewSquare Capital LLC | 7 | 7 | 0.00% | 0.08% | 0.14% | Q4 2013 | Q2 2015 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.01% | 0.03% | 0.03% | Q1 2014 | Q3 2015 | 7 |
ROBINSON CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 7 |
Probity Advisors, Inc. | 7 | 7 | 0.10% | 0.43% | 0.97% | Q1 2018 | Q3 2019 | 7 |
Hudock, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
FIDUCIARY TRUST INTERNATIONAL LLC | 5 | 2 | 0.00% | 0.05% | 0.07% | Q2 2017 | Q1 2019 | 7 |
Advisory Services & Investments, LLC | 7 | 7 | 0.31% | 2.90% | 4.07% | Q1 2021 | Q3 2022 | 7 |
CAPSTONE INVESTMENT ADVISORS, LLC | 7 | 7 | 0.00% | 0.08% | 0.25% | Q4 2016 | Q2 2018 | 7 |
SIGNATUREFD, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 7 |
Covestor Ltd | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 7 | 7 | 0.02% | 0.08% | 0.11% | Q2 2013 | Q4 2014 | 7 |
NTV ASSET MANAGEMENT LLC | 5 | 2 | 0.04% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 7 |
American Portfolios Advisors | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 7 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q1 2022 | 7 |
CAPTRUST FINANCIAL ADVISORS | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2022 | 7 |
FIRST CITIZENS BANK & TRUST CO | 6 | 1 | 0.06% | 0.08% | 0.11% | Q4 2014 | Q4 2016 | 7 |
HighTower Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 7 |
Jaffetilchin Investment Partners, LLC | 7 | 7 | 0.41% | 0.52% | 0.63% | Q4 2013 | Q2 2015 | 7 |
Bluefin Trading, LLC | 2 | 1 | 0.03% | 0.15% | 0.35% | Q2 2013 | Q4 2015 | 6 |
WFG Advisors, LP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2015 | 6 |
Tactical Allocation Group LLC | 6 | 6 | 3.89% | 5.00% | 7.96% | Q2 2013 | Q3 2014 | 6 |
Sound Income Strategies, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Pensionmark Financial Group, LLC | 6 | 6 | 0.15% | 0.22% | 0.29% | Q4 2018 | Q1 2020 | 6 |
Claro Advisors LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
State of New Jersey Common Pension Fund D | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 6 |
CONDOR CAPITAL MANAGEMENT | 6 | 6 | 0.20% | 0.56% | 0.68% | Q2 2013 | Q3 2014 | 6 |
NN Investment Partners Holdings N.V. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q2 2017 | 6 |
Allspring Global Investments Holdings, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 6 |
BRINKER CAPITAL INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q3 2018 | 6 |
INNEALTA CAPITAL, LLC | 3 | 3 | 0.11% | 0.14% | 0.15% | Q4 2018 | Q4 2021 | 6 |
Beacon Harbor Wealth Advisors, Inc. | 3 | 3 | 0.59% | 1.92% | 3.34% | Q3 2019 | Q4 2021 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.01% | 0.06% | 0.16% | Q3 2013 | Q4 2014 | 6 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2018 | 6 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 6 |
CAPITAL ONE, NATIONAL ASSOCIATION | 6 | 6 | 0.03% | 0.06% | 0.08% | Q1 2017 | Q2 2018 | 6 |
ETF Store, Inc. | 6 | 6 | 0.36% | 0.37% | 0.39% | Q4 2021 | Q1 2023 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.10% | 0.14% | 0.16% | Q3 2016 | Q4 2017 | 6 |
Hirtle Callaghan & Co LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 5 |
Pathway Financial Advisors LLC | 5 | 5 | 0.00% | 0.10% | 0.26% | Q4 2017 | Q4 2018 | 5 |
GOULD ASSET MANAGEMENT LLC /CA/ | 4 | 1 | 0.06% | 0.07% | 0.10% | Q1 2018 | Q1 2022 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.03% | 0.29% | 0.71% | Q4 2021 | Q4 2022 | 5 |
Parkside Financial Bank & Trust | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2016 | 5 |
McGowan Group Asset Management, Inc. | 5 | 5 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q2 2022 | 5 |
AHL Partners LLP | 4 | 1 | 0.01% | 0.08% | 0.10% | Q3 2016 | Q4 2017 | 5 |
Atria Investments, Inc | 2 | 1 | 0.01% | 0.08% | 0.21% | Q1 2017 | Q2 2019 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Yorktown Management & Research Co Inc | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q2 2015 | 5 |
Truepoint, Inc. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 5 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2022 | 5 |
Verition Fund Management LLC | 3 | 1 | 0.05% | 0.08% | 0.13% | Q3 2014 | Q4 2017 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2018 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Arcus Capital Partners, LLC | 5 | 5 | 0.70% | 0.75% | 0.80% | Q4 2016 | Q4 2017 | 5 |
BlackRock Japan Co. Ltd | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2016 | 5 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 1 | 0.13% | 0.20% | 0.28% | Q1 2017 | Q2 2019 | 5 |
UBS AG | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
U.S. Capital Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 4 |
Brouwer & Janachowski, LLC | 4 | 4 | 0.12% | 2.20% | 2.99% | Q3 2014 | Q2 2015 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
First PREMIER Bank | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WealthShield Partners, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Choate Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2014 | 4 |
QUADRANT CAPITAL GROUP LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
CADINHA & CO LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q3 2018 | 4 |
Lee Financial Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
EP Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.13% | 0.29% | Q3 2019 | Q2 2020 | 4 |
MBM Wealth Consultants, LLC | 4 | 4 | 0.47% | 0.49% | 0.50% | Q4 2018 | Q3 2019 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.86% | 1.61% | 2.39% | Q3 2013 | Q3 2014 | 4 |
TD Ameritrade Trust Co | 4 | 4 | 0.72% | 0.77% | 0.79% | Q4 2013 | Q3 2014 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2018 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2018 | 4 |
Shamrock Asset Management LLC | 3 | 1 | 0.00% | 0.12% | 0.26% | Q1 2014 | Q2 2016 | 4 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 4 | 4 | 3.97% | 4.43% | 4.96% | Q3 2018 | Q2 2019 | 4 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.01% | 0.08% | 0.12% | Q4 2015 | Q2 2018 | 4 |
LOOMIS SAYLES & CO L P | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q4 2014 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Concert Wealth Management Inc. | 2 | 1 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q3 2016 | 4 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2018 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 3 |
MAI Capital Management | 3 | 3 | 0.24% | 0.24% | 0.25% | Q4 2014 | Q2 2015 | 3 |
Vanguard Capital Wealth Advisors | 3 | 3 | 0.27% | 0.47% | 0.78% | Q1 2018 | Q3 2018 | 3 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2016 | 3 |
Placemark Investments, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Tradewinds Capital Management, LLC | 2 | 1 | 0.01% | 4.32% | 8.68% | Q3 2020 | Q1 2023 | 3 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q1 2017 | 3 |
Worth Asset Management, LLC | 2 | 1 | 0.00% | 0.26% | 0.77% | Q1 2022 | Q3 2023 | 3 |
Crescent Grove Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Chevy Chase Trust Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2017 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2022 | Q3 2022 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
EFG Asset Management (Americas) Corp. | 2 | 1 | 0.00% | 0.06% | 0.13% | Q1 2015 | Q3 2016 | 3 |
OPPENHEIMER & CO INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2018 | 3 |
RiverTree Advisors, LLC | 3 | 3 | 1.98% | 2.37% | 2.58% | Q3 2021 | Q1 2022 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.02% | 0.59% | 1.08% | Q2 2018 | Q4 2018 | 3 |
MMA ASSET MANAGEMENT LLC | 3 | 3 | 0.92% | 1.69% | 2.12% | Q2 2021 | Q4 2021 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 3 | 0.06% | 0.18% | 0.24% | Q2 2021 | Q4 2021 | 3 |
Commonwealth Financial Services, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Crow Point Partners, LLC | 2 | 1 | 0.03% | 0.08% | 0.16% | Q1 2018 | Q3 2019 | 3 |
Paloma Partners Management Co | 3 | 3 | 0.14% | 0.22% | 0.36% | Q3 2019 | Q1 2020 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Executive Wealth Management, LLC | 2 | 1 | 0.29% | 0.39% | 0.44% | Q3 2020 | Q3 2021 | 3 |
Redhawk Wealth Advisors, Inc. | 3 | 3 | 0.11% | 0.13% | 0.16% | Q4 2019 | Q2 2020 | 3 |
GALAXY CAPITAL TRADING LTD | 3 | 3 | 0.51% | 0.97% | 1.78% | Q2 2013 | Q4 2013 | 3 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2017 | 2 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2021 | 2 |
EXCELSIA, INC. | 2 | 2 | 3.30% | 3.82% | 4.34% | Q2 2014 | Q3 2014 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Ironsides Asset Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2014 | Q3 2014 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q4 2016 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
NATIONAL PLANNING CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2014 | 2 |
Lodestone Wealth Management LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Rock Creek Group, LP | 2 | 2 | 1.36% | 3.81% | 6.26% | Q4 2013 | Q1 2014 | 2 |
Delphi Private Advisors LLC | 2 | 2 | 0.34% | 0.42% | 0.49% | Q1 2018 | Q2 2018 | 2 |
Cutler Group LLC / CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
BEACON TRUST CO | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q1 2014 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Long Wharf Investors, Inc. | 2 | 2 | 0.63% | 0.67% | 0.70% | Q1 2014 | Q2 2014 | 2 |
Southland Equity Partners LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q3 2021 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Intersect Capital LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2014 | Q1 2015 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.06% | 0.10% | Q1 2022 | Q3 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Virtu Financial LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Nikulski Financial, Inc. | 2 | 2 | 0.22% | 0.25% | 0.27% | Q1 2018 | Q2 2018 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Legacy Private Trust Co. | 2 | 2 | 0.19% | 0.54% | 0.88% | Q2 2014 | Q3 2014 | 2 |
CKW FINANCIAL GROUP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Gemmer Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2014 | 2 |
Pacifica Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 2 |
NIEMANN CAPITAL MANAGEMENT INC | 2 | 2 | 2.07% | 3.37% | 4.66% | Q4 2017 | Q1 2018 | 2 |
CITY HOLDING CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 2 |
Independence Wealth Advisors, Inc. | 2 | 2 | 0.21% | 0.22% | 0.22% | Q4 2017 | Q1 2018 | 2 |
TD ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Northwest Bancshares, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
PITCAIRN CO | 1 | 1 | 0.07% | 0.21% | 0.35% | Q4 2015 | Q4 2018 | 2 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.10% | 0.21% | Q1 2018 | Q4 2020 | 2 |
THOMAS STORY & SON LLC | 2 | 2 | 0.31% | 0.33% | 0.36% | Q2 2013 | Q3 2013 | 2 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q3 2021 | 2 |
Ashmore Group plc | 1 | 1 | 0.10% | 0.12% | 0.14% | Q1 2015 | Q4 2015 | 2 |
STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Financial Architects, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2014 | Q3 2014 | 2 |
Csenge Advisory Group | 1 | 1 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q3 2018 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
WFA of San Diego, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Nuveen Asset Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.04% | 0.16% | 0.29% | Q2 2013 | Q4 2013 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2014 | Q2 2014 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
RAY GERALD L & ASSOCIATES LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2014 | Q3 2014 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Advance Emerging Capital Ltd | 1 | 1 | 5.91% | 5.91% | 5.91% | Q3 2015 | Q3 2015 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
American Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2022 | Q4 2022 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Glovista Investments LLC | 1 | 1 | 2.25% | 2.25% | 2.25% | Q4 2013 | Q4 2013 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Fort Sheridan Advisors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
LEUTHOLD GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2018 | Q4 2018 | 1 |
WATERS PARKERSON & CO., LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
PINNACLE ASSOCIATES LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BlackRock Group LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sigma Planning Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q1 2022 | Q1 2022 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2017 | Q3 2017 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2016 | Q1 2016 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 2.54% | 2.54% | 2.54% | Q3 2023 | Q3 2023 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Byrne Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
USCA RIA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Private Ocean, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2018 | Q1 2018 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2014 | Q2 2014 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2018 | Q1 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2014 | Q3 2014 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Midwest Professional Planners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
External links
This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.