Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 35 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
BlackRock Inc. | 40 | 40 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 40 |
LAZARD ASSET MANAGEMENT LLC | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 38 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 36 | 36 | 0.17% | 0.56% | 0.96% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
ASSETMARK, INC | 34 | 34 | 0.03% | 0.07% | 0.16% | Q2 2015 | Q3 2023 | 34 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.02% | 0.64% | 1.94% | Q2 2015 | Q2 2023 | 33 |
WELLS FARGO & COMPANY/MN | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 32 |
WHITTIER TRUST CO OF NEVADA INC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
WHITTIER TRUST CO | 31 | 31 | 0.00% | 0.06% | 0.18% | Q1 2016 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.05% | 0.44% | 1.02% | Q4 2015 | Q3 2023 | 31 |
CITIGROUP INC | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2022 | 30 |
Geneos Wealth Management Inc. | 30 | 30 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 30 |
STIFEL FINANCIAL CORP | 27 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 30 |
BANK OF MONTREAL /CAN/ | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
AlphaMark Advisors, LLC | 30 | 30 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2020 | 30 |
RAYMOND JAMES & ASSOCIATES | 24 | 5 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 17 | 11 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 28 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
Sigma Planning Corp | 22 | 2 | 0.01% | 0.04% | 0.15% | Q4 2014 | Q4 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
CIBC WORLD MARKET INC. | 20 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2021 | 27 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.02% | 0.24% | Q1 2014 | Q3 2023 | 26 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 5 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 26 |
Raymond James Financial Services Advisors, Inc. | 23 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 26 |
Advisory Services Network, LLC | 18 | 1 | 0.00% | 0.08% | 0.27% | Q2 2015 | Q1 2023 | 25 |
WEALTHSOURCE PARTNERS, LLC | 24 | 24 | 0.02% | 0.10% | 0.37% | Q3 2017 | Q2 2023 | 24 |
BARCLAYS PLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 24 | 24 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Capital Analysts, LLC | 21 | 1 | 0.00% | 0.17% | 0.27% | Q1 2017 | Q4 2022 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2019 | 22 |
US BANCORP \DE\ | 18 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 22 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 21 | 21 | 0.00% | 0.04% | 0.11% | Q3 2017 | Q3 2022 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
OPTIMUM INVESTMENT ADVISORS | 21 | 21 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q4 2023 | 21 |
FMR LLC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2023 | 20 |
SECURIAN ASSET MANAGEMENT, INC | 20 | 20 | 0.16% | 0.20% | 0.25% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2022 | 20 |
Cetera Advisors LLC | 15 | 2 | 0.00% | 0.06% | 0.19% | Q1 2018 | Q3 2023 | 20 |
Merit Financial Group, LLC | 20 | 20 | 0.01% | 2.14% | 10.57% | Q4 2017 | Q3 2022 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.23% | 0.38% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Old Port Advisors | 18 | 1 | 0.08% | 0.16% | 0.22% | Q2 2018 | Q3 2023 | 20 |
KEYBANK NATIONAL ASSOCIATION/OH | 20 | 20 | 0.08% | 0.11% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.01% | 0.50% | 1.08% | Q4 2018 | Q3 2023 | 20 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 19 |
BREWIN DOLPHIN LTD | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 19 |
180 WEALTH ADVISORS, LLC | 10 | 9 | 0.05% | 0.31% | 0.96% | Q4 2017 | Q3 2023 | 19 |
Baird Financial Group, Inc. | 17 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
OmniStar Financial Group, Inc. | 19 | 19 | 0.34% | 0.63% | 0.97% | Q4 2017 | Q2 2022 | 19 |
1834 INVESTMENT ADVISORS CO | 19 | 19 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
BLAIR WILLIAM & CO/IL | 7 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Evanson Asset Management, LLC | 18 | 18 | 0.06% | 0.12% | 0.15% | Q4 2017 | Q1 2022 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.01% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
DUNCKER STREETT & CO INC | 11 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2021 | 18 |
HighTower Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 17 |
Arlington Partners LLC | 16 | 16 | 0.00% | 1.40% | 3.15% | Q3 2018 | Q2 2022 | 16 |
Sowa Financial Group, Inc. | 16 | 16 | 2.94% | 3.96% | 5.82% | Q4 2019 | Q3 2023 | 16 |
RAND WEALTH, LLC | 16 | 16 | 0.10% | 0.26% | 0.54% | Q4 2014 | Q3 2018 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BEACON FINANCIAL GROUP | 12 | 4 | 0.03% | 0.64% | 0.97% | Q3 2019 | Q3 2023 | 16 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 16 | 16 | 0.15% | 0.56% | 1.16% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 1 | 0.00% | 0.02% | 0.11% | Q4 2018 | Q1 2023 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Hudock, Inc. | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2021 | 16 |
Argent Advisors, Inc. | 16 | 16 | 0.39% | 1.37% | 2.24% | Q4 2019 | Q3 2023 | 16 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2021 | 15 |
Sowell Financial Services LLC | 10 | 5 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 15 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 15 | 15 | 0.06% | 0.16% | 0.29% | Q4 2018 | Q2 2022 | 15 |
Realta Investment Advisors | 6 | 2 | 0.00% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Koshinski Asset Management, Inc. | 15 | 15 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q2 2023 | 15 |
Capital Investment Advisory Services, LLC | 15 | 15 | 0.02% | 0.48% | 1.14% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2016 | 15 |
CITY HOLDING CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
Anchor Investment Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2021 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
SUNTRUST BANKS INC | 10 | 4 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2019 | 14 |
JPMORGAN CHASE & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 14 |
Creative Planning | 12 | 1 | 0.00% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 14 |
Element Wealth, LLC | 14 | 14 | 0.20% | 0.39% | 0.52% | Q2 2020 | Q3 2023 | 14 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q4 2022 | 13 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.12% | 0.42% | Q2 2016 | Q3 2023 | 13 |
Mission Creek Capital Partners, Inc. | 12 | 1 | 0.05% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 13 |
D.A. DAVIDSON & CO. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
GLENMEDE TRUST CO NA | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Tranquility Partners, LLC | 13 | 13 | 0.11% | 0.37% | 1.14% | Q2 2019 | Q2 2022 | 13 |
ASPIRIANT, LLC | 9 | 2 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2022 | 13 |
Global Retirement Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 11 | 1 | 0.05% | 0.20% | 0.31% | Q1 2016 | Q4 2019 | 12 |
Cambridge Investment Research Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q1 2020 | 12 |
UNITED BANK | 12 | 12 | 0.04% | 0.36% | 0.99% | Q1 2018 | Q4 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
OLD MISSION CAPITAL LLC | 9 | 1 | 0.02% | 0.14% | 0.52% | Q2 2017 | Q2 2023 | 12 |
Robertson Stephens Wealth Management, LLC | 11 | 11 | 0.06% | 0.25% | 0.51% | Q3 2019 | Q1 2022 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2019 | 11 |
Virtu KCG Holdings LLC | 5 | 2 | 0.01% | 0.02% | 0.07% | Q3 2013 | Q4 2016 | 11 |
OneDigital Investment Advisors LLC | 6 | 1 | 0.00% | 0.04% | 0.10% | Q2 2017 | Q2 2020 | 11 |
SCOTIA CAPITAL INC. | 11 | 11 | 0.08% | 0.10% | 0.13% | Q2 2016 | Q4 2018 | 11 |
Sound Income Strategies, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ISLAY CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.10% | 0.12% | 0.18% | Q4 2019 | Q2 2022 | 11 |
CIBC Asset Management Inc | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
First Horizon Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2018 | 10 |
Retirement Planning Group, LLC | 10 | 10 | 0.24% | 0.35% | 0.53% | Q2 2013 | Q3 2015 | 10 |
BerganKDV Wealth Management, LLC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q2 2023 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.09% | 0.29% | Q2 2013 | Q3 2015 | 10 |
BANK OF NOVA SCOTIA | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Iron Horse Wealth Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Almanack Investment Partners, LLC. | 10 | 10 | 0.16% | 0.44% | 0.90% | Q4 2017 | Q1 2020 | 10 |
STATE STREET CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 10 |
Glassman Wealth Services | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 10 |
Bank of New York Mellon Corp | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 10 |
RFG Advisory, LLC | 10 | 10 | 0.04% | 0.08% | 0.16% | Q3 2017 | Q4 2019 | 10 |
Private Ocean, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
StrategIQ Financial Group, LLC | 8 | 1 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q3 2022 | 9 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 9 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 9 | 9 | 0.38% | 0.45% | 0.55% | Q3 2021 | Q3 2023 | 9 |
Integrated Advisors Network LLC | 9 | 9 | 0.02% | 0.10% | 0.15% | Q3 2021 | Q3 2023 | 9 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 9 |
DEUTSCHE BANK AG\ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Gradient Investments LLC | 8 | 1 | 0.00% | 0.05% | 0.12% | Q4 2016 | Q1 2022 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 9 |
Heartwood Wealth Advisors LLC | 9 | 9 | 0.05% | 0.31% | 0.53% | Q3 2020 | Q3 2022 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Advisory Alpha, LLC | 8 | 1 | 0.00% | 0.05% | 0.11% | Q2 2018 | Q3 2020 | 9 |
BB&T SECURITIES, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2018 | 9 |
SUMMIT FINANCIAL GROUP, INC. | 8 | 8 | 0.10% | 0.12% | 0.14% | Q3 2019 | Q2 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
INVESTORS TRUST INC | 8 | 8 | 0.55% | 0.95% | 1.31% | Q3 2013 | Q2 2015 | 8 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.19% | 0.24% | 0.30% | Q1 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.10% | 0.48% | 1.57% | Q4 2021 | Q3 2023 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.05% | 0.14% | 0.22% | Q3 2021 | Q2 2023 | 8 |
Fort Point Capital Partners LLC | 8 | 8 | 1.09% | 1.68% | 2.48% | Q3 2020 | Q2 2022 | 8 |
THOMPSON DAVIS & CO., INC. | 8 | 8 | 0.04% | 0.05% | 0.09% | Q4 2016 | Q3 2018 | 8 |
CX Institutional | 7 | 1 | 0.00% | 0.16% | 0.46% | Q1 2020 | Q4 2022 | 8 |
Cedar Mountain Advisors, LLC | 8 | 8 | 0.01% | 0.29% | 1.21% | Q4 2019 | Q3 2021 | 8 |
FIFTH THIRD BANCORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Advisors Preferred, LLC | 5 | 2 | 0.01% | 0.03% | 0.08% | Q3 2016 | Q1 2021 | 7 |
Tradewinds Capital Management, LLC | 7 | 7 | 0.00% | 0.81% | 1.24% | Q4 2020 | Q2 2022 | 7 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 7 |
Eagle Strategies LLC | 4 | 3 | 0.17% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 7 |
CapWealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 7 |
VERUS CAPITAL PARTNERS, LLC | 7 | 7 | 0.04% | 0.16% | 0.28% | Q1 2022 | Q3 2023 | 7 |
WFG Advisors, LP | 5 | 2 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2017 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Aris Wealth Services, Inc. | 7 | 7 | 3.45% | 4.47% | 6.47% | Q1 2014 | Q3 2015 | 7 |
REDW Wealth LLC | 7 | 7 | 0.08% | 0.14% | 0.20% | Q1 2022 | Q3 2023 | 7 |
F3Logic, LLC | 4 | 1 | 0.04% | 1.20% | 4.18% | Q1 2018 | Q3 2020 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Lattice Strategies LLC | 7 | 7 | 0.14% | 0.25% | 0.42% | Q2 2013 | Q4 2014 | 7 |
Wealthspire Advisors, LLC | 6 | 1 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FinTrust Capital Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q4 2020 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 7 |
DAVENPORT & Co LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
SkyView Investment Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Capital Asset Advisory Services LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Allianz Asset Management GmbH | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2020 | 6 |
NWAM LLC | 6 | 6 | 0.17% | 0.21% | 0.24% | Q1 2018 | Q2 2019 | 6 |
PFS INVESTMENTS INC. | 5 | 1 | 0.18% | 0.33% | 0.93% | Q4 2018 | Q1 2021 | 6 |
3EDGE Asset Management, LP | 3 | 1 | 0.04% | 0.11% | 0.26% | Q3 2020 | Q3 2023 | 6 |
Pinnacle Bancorp, Inc. | 6 | 6 | 0.08% | 0.10% | 0.14% | Q3 2020 | Q4 2021 | 6 |
OAK FAMILY ADVISORS, LLC | 6 | 6 | 0.24% | 0.69% | 1.30% | Q4 2020 | Q1 2022 | 6 |
COWA, LLC | 5 | 1 | 0.01% | 0.13% | 0.23% | Q1 2021 | Q1 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.00% | 0.05% | 0.26% | Q4 2013 | Q4 2015 | 6 |
Accel Wealth Management | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
ANGELES WEALTH MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Bellecapital International Ltd. | 6 | 6 | 0.07% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
JOYN Advisors, Inc. | 6 | 6 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
McKinley Carter Wealth Services, Inc. | 6 | 6 | 0.16% | 0.17% | 0.18% | Q1 2021 | Q2 2022 | 6 |
Partnervest Advisory Services LLC | 4 | 2 | 0.00% | 0.06% | 0.17% | Q3 2013 | Q1 2015 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.07% | Q1 2020 | Q4 2022 | 6 |
NATIONAL PLANNING CORP | 5 | 1 | 0.00% | 0.19% | 0.39% | Q4 2014 | Q3 2017 | 6 |
QS Investors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 6 |
QUADRANT CAPITAL GROUP LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Freedom Investment Management, Inc. | 3 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 5 |
Benchmark Investment Advisors LLC | 5 | 5 | 0.40% | 0.43% | 0.46% | Q3 2022 | Q3 2023 | 5 |
FDx Advisors, Inc. | 5 | 5 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q1 2021 | 5 |
Donoghue Forlines LLC | 5 | 5 | 0.34% | 0.52% | 0.73% | Q2 2020 | Q2 2021 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Valeo Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Clear Perspective Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q2 2018 | 5 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.59% | 0.79% | Q4 2020 | Q4 2021 | 5 |
Vanguard Capital Wealth Advisors | 5 | 5 | 0.15% | 0.27% | 0.41% | Q4 2020 | Q4 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.28% | 0.33% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Cardan Capital Partners, LLC | 5 | 5 | 0.62% | 0.69% | 0.74% | Q2 2017 | Q2 2018 | 5 |
PARK AVENUE SECURITIES LLC | 2 | 1 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q3 2020 | 5 |
Crescent Grove Advisors, LLC | 5 | 5 | 0.04% | 0.20% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 5 |
All Season Financial Advisors, Inc. | 5 | 5 | 0.30% | 0.46% | 0.76% | Q3 2022 | Q3 2023 | 5 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.08% | 0.29% | Q1 2016 | Q3 2017 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.00% | 0.10% | 0.24% | Q3 2019 | Q3 2023 | 5 |
FIDUCIARY TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
REGIONS FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Wealthfront Advisers LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Unison Advisors LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Endowment Wealth Management, Inc. | 5 | 5 | 0.46% | 0.54% | 0.62% | Q4 2021 | Q4 2022 | 5 |
Accredited Investors Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
LVZ, Inc. | 4 | 4 | 0.06% | 0.09% | 0.11% | Q3 2018 | Q2 2019 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Marble Harbor Investment Counsel, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Yorktown Management & Research Co Inc | 4 | 4 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q2 2015 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.20% | 0.23% | 0.24% | Q2 2021 | Q1 2022 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 1.39% | 1.45% | 1.54% | Q4 2022 | Q3 2023 | 4 |
Sage Advisory Services, Ltd.Co. | 3 | 1 | 0.06% | 0.16% | 0.22% | Q1 2020 | Q1 2021 | 4 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.09% | 0.27% | 0.39% | Q3 2019 | Q3 2020 | 4 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2020 | 4 |
Lowe Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.11% | 0.13% | Q1 2023 | Q4 2023 | 4 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2020 | 4 |
Hilltop Holdings Inc. | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Vantage Financial Partners, LLC | 4 | 4 | 0.18% | 0.20% | 0.27% | Q4 2022 | Q3 2023 | 4 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Dana Investment Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
HMS Capital Management, LLC | 4 | 4 | 0.14% | 0.17% | 0.19% | Q1 2019 | Q4 2019 | 4 |
Columbus Macro, LLC | 4 | 4 | 0.64% | 0.66% | 0.67% | Q1 2021 | Q4 2021 | 4 |
Nachman Norwood & Parrott, Inc | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
TCP Asset Management, LLC | 4 | 4 | 1.78% | 1.88% | 1.95% | Q4 2022 | Q3 2023 | 4 |
Lehman Financial Resources, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Texas Yale Capital Corp. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Samalin Investment Counsel, LLC | 3 | 1 | 0.00% | 0.23% | 0.54% | Q4 2019 | Q2 2022 | 4 |
Merriman Wealth Management, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q3 2016 | Q2 2017 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q2 2021 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2015 | Q3 2016 | 4 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 4 |
Beirne Wealth Consulting Services, LLC | 4 | 4 | 0.17% | 0.22% | 0.28% | Q1 2021 | Q4 2021 | 4 |
Horst & Graben Wealth Management LLC | 4 | 4 | 0.09% | 0.20% | 0.37% | Q1 2020 | Q4 2020 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SYNOVUS FINANCIAL CORP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 4 |
1832 Asset Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 4 |
ROCKLAND TRUST CO | 4 | 4 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q2 2022 | 4 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 2.47% | 3.25% | 4.70% | Q1 2023 | Q3 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2013 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.07% | 0.18% | 0.24% | Q4 2021 | Q2 2022 | 3 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 3 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Regal Wealth Group, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Klingman & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Cornerstone Wealth Group, LLC | 3 | 3 | 0.31% | 1.00% | 2.17% | Q1 2019 | Q3 2019 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.22% | 0.28% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Forward Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
PRUDENTIAL FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2018 | Q3 2018 | 3 |
WMS Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
CAHABA WEALTH MANAGEMENT, INC. | 3 | 3 | 0.10% | 0.10% | 0.12% | Q3 2017 | Q1 2018 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 3 |
Kovack Advisors, Inc. | 3 | 3 | 0.20% | 0.24% | 0.28% | Q2 2017 | Q4 2017 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 3 | 0.03% | 0.08% | 0.15% | Q3 2017 | Q1 2018 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.21% | 2.69% | 4.16% | Q1 2019 | Q3 2019 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q4 2017 | Q1 2023 | 3 |
Econ Financial Services Corp | 3 | 3 | 0.37% | 0.43% | 0.52% | Q4 2018 | Q2 2019 | 3 |
ERTS Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.17% | 0.35% | Q4 2018 | Q2 2019 | 3 |
HIGH POINT BANK & TRUST CO | 3 | 3 | 0.05% | 0.07% | 0.08% | Q4 2014 | Q2 2015 | 3 |
Penserra Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2015 | 3 |
Anson Capital, Inc. | 3 | 3 | 0.73% | 0.79% | 0.88% | Q1 2023 | Q3 2023 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.01% | 0.05% | 0.12% | Q1 2019 | Q3 2019 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Wharton Business Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CREDIT SUISSE AG/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 3 |
ADELL HARRIMAN & CARPENTER INC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Verition Fund Management LLC | 3 | 3 | 0.02% | 0.04% | 0.04% | Q2 2016 | Q4 2016 | 3 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
TBH Global Asset Management, LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q4 2019 | Q1 2020 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q2 2014 | 2 |
Allen Capital Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Fusion Investment Group, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q4 2014 | Q1 2015 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.44% | 0.47% | 0.50% | Q4 2018 | Q1 2019 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 2 | 3.70% | 4.14% | 4.58% | Q2 2016 | Q3 2016 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Ameliora Wealth Management Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
WOODMONT INVESTMENT COUNSEL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Schneider Downs Wealth Management Advisors, LP | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2020 | Q3 2020 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q2 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Trust Asset Management LLC | 2 | 2 | 0.31% | 0.32% | 0.32% | Q4 2014 | Q1 2015 | 2 |
Smart Money Group LLC | 2 | 2 | 0.43% | 1.49% | 2.55% | Q1 2018 | Q2 2018 | 2 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.06% | 0.08% | 0.11% | Q1 2021 | Q4 2021 | 2 |
Alaska Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Financial Architects, Inc | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q3 2013 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q1 2019 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
OVERSEA-CHINESE BANKING Corp Ltd | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Argent Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
tru Independence LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Park Place Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CYPRESS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2018 | Q1 2018 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2018 | Q4 2018 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 1.83% | 1.83% | 1.83% | Q4 2021 | Q4 2021 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
PLANNING DIRECTIONS INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2020 | Q1 2020 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2016 | Q4 2016 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Del-Sette Capital Management, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q4 2021 | Q4 2021 | 1 |
GAVEA INVESTIMENTOS LTDA | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Horizon Investments, LLC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q4 2018 | Q4 2018 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BARINGS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
JANUS HENDERSON GROUP PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JGP Wealth Management, LLC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q4 2018 | Q4 2018 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
COLRAIN CAPITAL LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.