Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 99 |
Cutler Group LLC / CA | 18 | 3 | 0.00% | 0.00% | 0.06% | Q4 2015 | Q3 2023 | 66 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.07% | 0.99% | Q1 2014 | Q3 2023 | 65 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.13% | Q1 2012 | Q3 2023 | 60 |
Citadel Advisors | 13 | 1 | 0.00% | 0.00% | 0.04% | Q4 2014 | Q3 2023 | 46 |
HSBC HOLDINGS PLC | 45 | 45 | 0.00% | 0.03% | 0.12% | Q3 2012 | Q3 2023 | 46 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.82% | 2.89% | Q1 2013 | Q3 2023 | 45 |
MUFG Americas Holdings Corp | 37 | 8 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q3 2022 | 45 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 45 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.07% | 0.29% | Q2 2013 | Q3 2023 | 44 |
HUNTINGTON NATIONAL BANK | 20 | 1 | 0.00% | 0.00% | 0.02% | Q1 2009 | Q3 2023 | 43 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 43 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.01% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.09% | 0.40% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
SignalPoint Asset Management, LLC | 42 | 42 | 0.10% | 0.44% | 2.26% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.08% | 0.59% | Q2 2013 | Q3 2023 | 42 |
Baystate Wealth Management LLC | 42 | 42 | 0.03% | 0.29% | 0.97% | Q2 2013 | Q3 2023 | 42 |
AMG National Trust Bank | 42 | 42 | 0.22% | 2.94% | 8.48% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 35 | 6 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Rathbones Group PLC | 39 | 2 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisors LLC | 41 | 41 | 0.01% | 0.05% | 0.17% | Q3 2013 | Q3 2023 | 41 |
BARCLAYS PLC | 39 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
BlackRock Inc. | 39 | 39 | 0.00% | 0.08% | 0.24% | Q1 2014 | Q3 2023 | 40 |
JPMORGAN CHASE & CO | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
HighTower Advisors, LLC | 40 | 40 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.00% | 0.32% | 1.09% | Q4 2013 | Q4 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.04% | 0.07% | 0.11% | Q4 2013 | Q3 2023 | 40 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 32 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 39 |
FMR LLC | 29 | 4 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 38 |
BANQUE PICTET & CIE SA | 32 | 6 | 0.02% | 0.09% | 0.42% | Q4 2013 | Q2 2023 | 38 |
FIFTH THIRD BANCORP | 24 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 20 | 6 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 38 |
US BANCORP \DE\ | 25 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
Pictet North America Advisors SA | 33 | 2 | 0.05% | 0.36% | 0.62% | Q4 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.07% | 0.33% | Q4 2014 | Q3 2023 | 38 |
BLAIR WILLIAM & CO/IL | 27 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 36 |
SOL Capital Management CO | 36 | 36 | 0.11% | 0.38% | 0.66% | Q4 2014 | Q3 2023 | 36 |
REGENTATLANTIC CAPITAL LLC | 17 | 9 | 0.01% | 3.22% | 11.29% | Q2 2013 | Q3 2022 | 36 |
CITY HOLDING CO | 35 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q4 2022 | 36 |
WOLVERINE TRADING, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 35 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.92% | 3.16% | Q3 2013 | Q3 2023 | 35 |
1607 Capital Partners, LLC | 35 | 35 | 1.52% | 3.90% | 5.43% | Q1 2015 | Q3 2023 | 35 |
PROVIDA PENSION FUND ADMINISTRATOR | 14 | 9 | 0.09% | 3.49% | 9.84% | Q4 2013 | Q4 2022 | 35 |
Mirae Asset Global Investments Co., Ltd. | 27 | 7 | 0.01% | 0.20% | 0.72% | Q1 2015 | Q3 2023 | 34 |
GLENMEDE TRUST CO NA | 20 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 33 |
Fisher Asset Management, LLC | 33 | 33 | 0.02% | 0.05% | 0.08% | Q3 2015 | Q3 2023 | 33 |
STIFEL FINANCIAL CORP | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Hexavest Inc. | 17 | 6 | 0.00% | 0.31% | 1.61% | Q2 2013 | Q3 2021 | 32 |
CWM, LLC | 24 | 8 | 0.00% | 0.00% | 0.06% | Q3 2015 | Q3 2023 | 32 |
FIDUCIARY TRUST CO | 32 | 32 | 0.01% | 0.88% | 3.68% | Q4 2015 | Q3 2023 | 32 |
SG Americas Securities, LLC | 20 | 1 | 0.00% | 0.08% | 0.60% | Q2 2013 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 18 | 14 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 32 |
NORTHERN TRUST CORP | 20 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 31 |
SIGNATUREFD, LLC | 22 | 1 | 0.00% | 3.12% | 16.08% | Q2 2013 | Q3 2023 | 31 |
NatWest Group plc | 28 | 3 | 0.01% | 0.12% | 0.29% | Q2 2013 | Q1 2021 | 31 |
Rothschild & Co Wealth Management UK Ltd | 31 | 31 | 0.00% | 0.07% | 0.22% | Q1 2014 | Q3 2021 | 31 |
CIBC WORLD MARKET INC. | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 31 |
ASSETMARK, INC | 20 | 2 | 0.00% | 0.21% | 3.07% | Q3 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 31 |
Private Advisor Group, LLC | 11 | 1 | 0.00% | 0.05% | 0.28% | Q4 2013 | Q3 2023 | 31 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 30 | 30 | 0.04% | 0.07% | 0.26% | Q3 2013 | Q4 2020 | 30 |
PRICE T ROWE ASSOCIATES INC /MD/ | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 30 |
Country Club Trust Company, n.a. | 14 | 1 | 0.02% | 0.49% | 1.10% | Q2 2013 | Q4 2021 | 30 |
Gradient Investments LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 30 |
Creative Planning | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 29 |
EASTERN BANK | 25 | 4 | 0.01% | 1.25% | 2.37% | Q2 2013 | Q4 2022 | 29 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.01% | 0.06% | Q1 2013 | Q3 2023 | 29 |
Pinnacle Advisory Group, Inc. | 27 | 1 | 1.90% | 4.14% | 9.10% | Q3 2013 | Q1 2021 | 29 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.18% | 1.64% | Q3 2013 | Q3 2023 | 29 |
EATON VANCE MANAGEMENT | 29 | 29 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2022 | 29 |
Transamerica Financial Advisors, Inc. | 21 | 1 | 0.05% | 0.18% | 0.54% | Q4 2013 | Q3 2023 | 29 |
Geneos Wealth Management Inc. | 28 | 1 | 0.00% | 0.03% | 0.16% | Q1 2016 | Q3 2023 | 29 |
Smithfield Trust Co | 28 | 28 | 0.08% | 0.50% | 1.19% | Q4 2016 | Q3 2023 | 28 |
FIRST MANHATTAN CO. LLC. | 27 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 28 |
CONNABLE OFFICE INC | 28 | 28 | 2.98% | 5.88% | 9.17% | Q2 2013 | Q1 2020 | 28 |
Lee Financial Co | 27 | 27 | 0.01% | 1.23% | 3.97% | Q1 2017 | Q3 2023 | 27 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.13% | 2.32% | 21.16% | Q3 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q4 2019 | 27 |
Vontobel Swiss Wealth Advisors AG | 27 | 27 | 0.34% | 3.21% | 6.87% | Q4 2014 | Q2 2021 | 27 |
Brinker Capital Investments, LLC | 27 | 27 | 0.00% | 0.58% | 1.49% | Q2 2013 | Q4 2019 | 27 |
AllSquare Wealth Management LLC | 25 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
M&T BANK CORP | 9 | 3 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2021 | 27 |
PICTET BANK & TRUST Ltd | 23 | 3 | 0.16% | 0.37% | 0.60% | Q1 2014 | Q1 2023 | 26 |
Parallel Advisors, LLC | 14 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 26 |
BESSEMER GROUP INC | 22 | 1 | 0.00% | 0.40% | 4.80% | Q1 2015 | Q3 2022 | 26 |
NISA INVESTMENT ADVISORS, LLC | 14 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 26 |
NOESIS CAPITAL MANGEMENT CORP | 26 | 26 | 0.81% | 1.36% | 1.96% | Q1 2017 | Q2 2023 | 26 |
Homrich & Berg | 25 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2019 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 26 |
Beaumont Financial Partners, LLC | 25 | 25 | 0.02% | 0.17% | 0.98% | Q3 2016 | Q3 2022 | 25 |
First Allied Advisory Services, Inc. | 15 | 10 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2020 | 25 |
SEI INVESTMENTS CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 25 |
RiverFront Investment Group, LLC | 17 | 8 | 0.01% | 0.57% | 2.91% | Q3 2012 | Q2 2019 | 25 |
BAR HARBOR WEALTH MANAGEMENT | 24 | 1 | 0.03% | 0.09% | 0.14% | Q1 2013 | Q3 2019 | 25 |
DEUTSCHE BANK AG\ | 10 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2023 | 25 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 24 |
Ballew Advisors, Inc | 24 | 24 | 0.42% | 0.72% | 0.99% | Q4 2017 | Q3 2023 | 24 |
NEXT Financial Group, Inc | 9 | 2 | 0.00% | 0.01% | 0.10% | Q2 2014 | Q4 2021 | 24 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
Perigon Wealth Management, LLC | 16 | 1 | 0.01% | 0.11% | 0.32% | Q2 2014 | Q3 2023 | 24 |
PRUDENTIAL FINANCIAL INC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2023 | 24 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2021 | 24 |
Global Retirement Partners, LLC | 10 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 24 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 24 | 24 | 0.00% | 0.08% | 0.18% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 9 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 23 |
FCA CORP /TX | 22 | 1 | 0.05% | 0.93% | 1.49% | Q1 2014 | Q3 2020 | 23 |
OLD MISSION CAPITAL LLC | 8 | 1 | 0.06% | 1.41% | 7.60% | Q4 2014 | Q3 2022 | 23 |
VAN ECK ASSOCIATES CORP | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2021 | 23 |
JAMES INVESTMENT RESEARCH INC | 14 | 4 | 0.00% | 0.01% | 0.09% | Q3 2013 | Q2 2020 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.03% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Banco Santander, S.A. | 18 | 4 | 0.01% | 0.05% | 0.15% | Q1 2018 | Q3 2023 | 22 |
Psagot Value Holdings Ltd. | 22 | 22 | 0.00% | 0.09% | 0.26% | Q1 2015 | Q2 2020 | 22 |
WealthTrust Fairport, LLC | 11 | 11 | 0.03% | 1.39% | 5.94% | Q2 2013 | Q1 2019 | 22 |
TD ASSET MANAGEMENT INC | 13 | 1 | 0.02% | 0.14% | 0.39% | Q4 2015 | Q3 2023 | 22 |
EFG Asset Management (Americas) Corp. | 19 | 1 | 0.05% | 0.09% | 0.14% | Q2 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Itau Unibanco Holding S.A. | 15 | 2 | 0.00% | 0.16% | 0.82% | Q3 2016 | Q2 2022 | 21 |
IndexIQ Advisors LLC | 14 | 1 | 0.00% | 0.60% | 2.08% | Q1 2014 | Q1 2020 | 21 |
WHITTIER TRUST CO | 21 | 21 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2020 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 21 | 0.01% | 0.03% | 0.13% | Q3 2018 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.10% | 0.12% | 0.16% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Sequent Asset Management, LLC | 20 | 20 | 0.24% | 0.61% | 1.74% | Q2 2014 | Q1 2019 | 20 |
Conservest Capital Advisors, Inc. | 20 | 20 | 0.46% | 0.57% | 0.72% | Q4 2018 | Q3 2023 | 20 |
Wolf Group Capital Advisors | 20 | 20 | 0.25% | 2.72% | 8.46% | Q4 2018 | Q3 2023 | 20 |
Steinberg Global Asset Management | 16 | 4 | 0.09% | 0.39% | 1.37% | Q4 2013 | Q1 2019 | 20 |
GABLES CAPITAL MANAGEMENT INC. | 20 | 20 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 20 |
BNP PARIBAS FINANCIAL MARKETS | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 20 |
Asset Planning Services, Ltd. | 15 | 5 | 0.08% | 0.11% | 0.14% | Q2 2015 | Q2 2020 | 20 |
Bank Pictet & Cie (Europe) AG | 12 | 8 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q1 2022 | 20 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.18% | 1.13% | Q4 2014 | Q3 2023 | 20 |
M&R CAPITAL MANAGEMENT INC | 19 | 19 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q4 2021 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 16 | 3 | 0.06% | 1.60% | 5.94% | Q3 2013 | Q3 2019 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2020 | 19 |
Hefren-Tillotson, Inc. | 19 | 19 | 0.01% | 0.17% | 0.77% | Q4 2013 | Q2 2018 | 19 |
Brouwer & Janachowski, LLC | 19 | 19 | 0.06% | 1.31% | 2.75% | Q1 2017 | Q3 2021 | 19 |
TSFG, LLC | 19 | 19 | 0.06% | 0.11% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Cribstone Capital Management, LLC | 19 | 19 | 0.04% | 0.65% | 3.38% | Q4 2015 | Q2 2020 | 19 |
SUNTRUST BANKS INC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 19 |
Merriman Wealth Management, LLC | 7 | 1 | 0.04% | 0.36% | 1.84% | Q2 2013 | Q2 2023 | 19 |
CAPITAL ONE, NATIONAL ASSOCIATION | 19 | 19 | 0.15% | 0.53% | 0.87% | Q4 2013 | Q2 2018 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
FDx Advisors, Inc. | 8 | 1 | 0.01% | 0.12% | 0.51% | Q1 2014 | Q3 2023 | 18 |
QUATTRO FINANCIAL ADVISORS LLC | 12 | 6 | 0.11% | 2.78% | 10.38% | Q1 2017 | Q4 2021 | 18 |
BB&T SECURITIES, LLC | 11 | 7 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2019 | 18 |
Harel Insurance Investments & Financial Services Ltd. | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
AMP Capital Investors Ltd | 8 | 1 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2021 | 18 |
Zurich Insurance Group Ltd/FI | 9 | 1 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 18 |
Nan Shan Life Insurance Co., Ltd. | 16 | 2 | 0.06% | 0.21% | 0.43% | Q1 2017 | Q3 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2017 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Bank of New York Mellon Corp | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
Garde Capital, Inc. | 10 | 7 | 0.02% | 0.12% | 0.26% | Q2 2014 | Q3 2023 | 17 |
Edgemoor Investment Advisors, Inc. | 17 | 17 | 0.10% | 0.24% | 0.38% | Q1 2016 | Q1 2020 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.37% | 0.56% | 0.72% | Q2 2013 | Q3 2023 | 17 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2019 | 17 |
Winfield Associates, Inc. | 17 | 17 | 0.02% | 0.21% | 1.01% | Q4 2013 | Q4 2017 | 17 |
Patten Group, Inc. | 17 | 17 | 0.00% | 0.14% | 0.60% | Q4 2014 | Q4 2018 | 17 |
Lenox Wealth Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
GRIMES & COMPANY, INC. | 9 | 8 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q2 2022 | 17 |
LAZARD ASSET MANAGEMENT LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.87% | 1.30% | 2.09% | Q4 2018 | Q3 2022 | 16 |
UBP Investment Advisors SA | 16 | 16 | 0.46% | 1.20% | 2.95% | Q4 2017 | Q3 2021 | 16 |
Selective Wealth Management, Inc. | 15 | 1 | 0.00% | 0.32% | 2.61% | Q3 2018 | Q3 2022 | 16 |
Cerity Partners LLC | 15 | 1 | 0.00% | 0.06% | 0.26% | Q4 2017 | Q2 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2022 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.07% | 0.20% | Q4 2019 | Q3 2023 | 16 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 9 | 7 | 0.01% | 0.08% | 0.23% | Q2 2013 | Q3 2018 | 16 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.05% | 0.16% | Q3 2013 | Q2 2017 | 16 |
Jacobi Capital Management LLC | 16 | 16 | 0.00% | 0.26% | 2.01% | Q3 2017 | Q2 2021 | 16 |
Walleye Trading LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 16 |
BBT Capital Management, LLC | 16 | 16 | 0.10% | 0.36% | 1.10% | Q4 2013 | Q3 2017 | 16 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.00% | 2.43% | 3.96% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q1 2021 | 15 |
D.A. DAVIDSON & CO. | 11 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.03% | 0.10% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Advisory Services Network, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 15 |
NOTTINGHAM ADVISORS, INC. | 6 | 1 | 0.35% | 1.97% | 5.09% | Q2 2013 | Q3 2023 | 15 |
TORONTO DOMINION BANK | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 14 |
PATTEN & PATTEN INC/TN | 10 | 4 | 0.02% | 0.17% | 0.25% | Q2 2013 | Q1 2020 | 14 |
FIRST TRUST ADVISORS LP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 11 | 3 | 0.01% | 0.03% | 0.10% | Q2 2016 | Q3 2020 | 14 |
BlackRock Investment Management, LLC | 14 | 14 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q4 2016 | 14 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.02% | 1.07% | 4.21% | Q2 2013 | Q1 2023 | 14 |
STATE STREET CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2018 | 14 |
Polaris Wealth Advisory Group, LLC | 8 | 1 | 0.49% | 1.62% | 3.71% | Q2 2013 | Q2 2021 | 14 |
NorthCoast Asset Management LLC | 14 | 14 | 0.03% | 0.67% | 1.96% | Q2 2018 | Q3 2021 | 14 |
REGIONS FINANCIAL CORP | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 14 |
FIL Ltd | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2018 | 14 |
Financial Architects, Inc | 11 | 1 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2018 | 14 |
Winslow, Evans & Crocker, Inc. | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q4 2020 | 13 |
Arkos Global Advisors | 13 | 13 | 0.12% | 0.52% | 1.40% | Q4 2018 | Q4 2021 | 13 |
COOKSON PEIRCE & CO INC | 9 | 1 | 0.01% | 0.12% | 0.34% | Q4 2013 | Q2 2023 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 1 | 0.01% | 0.05% | 0.13% | Q4 2014 | Q3 2020 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.10% | 0.14% | 0.16% | Q3 2020 | Q3 2023 | 13 |
WHITE PINE CAPITAL LLC | 12 | 1 | 0.10% | 0.19% | 0.91% | Q3 2016 | Q4 2019 | 13 |
BROWN BROTHERS HARRIMAN & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2023 | 13 |
Cetera Advisor Networks LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 13 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 13 |
NewEdge Advisors, LLC | 7 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Archer Investment Corp | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ALLIANCEBERNSTEIN L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 12 |
Harvest Fund Management Co., Ltd | 7 | 5 | 0.02% | 0.14% | 0.34% | Q4 2016 | Q4 2019 | 12 |
Quantitative Investment Management, LLC | 3 | 1 | 0.04% | 0.23% | 0.48% | Q1 2018 | Q2 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2016 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 3 | 0.00% | 0.06% | 0.18% | Q4 2017 | Q4 2022 | 12 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 12 | 12 | 0.09% | 0.12% | 0.15% | Q3 2013 | Q2 2016 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CEDAR CAPITAL, LLC | 7 | 2 | 0.10% | 0.50% | 2.04% | Q3 2016 | Q3 2021 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 12 |
MOTCO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 12 |
NOVARE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.04% | 0.54% | 1.46% | Q2 2015 | Q2 2023 | 12 |
DUBUQUE BANK & TRUST CO | 11 | 1 | 0.00% | 1.13% | 2.23% | Q3 2014 | Q2 2018 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 2.92% | 3.36% | 3.62% | Q4 2020 | Q3 2023 | 12 |
FAS Wealth Partners, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PRIVATE TRUST CO NA | 5 | 2 | 0.01% | 0.13% | 0.85% | Q4 2014 | Q3 2023 | 12 |
Intercontinental Wealth Advisors, LLC | 5 | 2 | 0.00% | 0.14% | 0.28% | Q4 2016 | Q2 2023 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Horizon Investments, LLC | 4 | 1 | 0.00% | 2.01% | 7.63% | Q3 2013 | Q3 2023 | 12 |
PineBridge Investments, L.P. | 7 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q4 2021 | 12 |
MIDDLETON & CO INC/MA | 6 | 1 | 0.04% | 0.57% | 1.10% | Q3 2013 | Q3 2018 | 12 |
MEITAV INVESTMENT HOUSE LTD | 10 | 1 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.74% | 2.00% | 3.69% | Q2 2013 | Q4 2015 | 11 |
OPPENHEIMER & CO INC | 7 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2023 | 11 |
Virtu Financial LLC | 5 | 1 | 0.03% | 0.14% | 0.44% | Q2 2014 | Q4 2019 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 7 | 4 | 0.00% | 0.06% | 0.28% | Q1 2015 | Q1 2018 | 11 |
Vontobel Holding Ltd. | 11 | 11 | 0.00% | 0.11% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Joel Isaacson & Co., LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 11 |
CERTUITY, LLC | 11 | 11 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q4 2022 | 11 |
Sierra Capital LLC | 11 | 11 | 0.66% | 1.02% | 1.31% | Q1 2021 | Q3 2023 | 11 |
Karpus Management, Inc. | 11 | 11 | 0.04% | 0.54% | 1.11% | Q2 2013 | Q4 2015 | 11 |
MCF Advisors LLC | 11 | 11 | 0.00% | 0.03% | 0.07% | Q2 2014 | Q4 2016 | 11 |
McIlrath & Eck, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 0.99% | 1.72% | 2.01% | Q1 2021 | Q3 2023 | 11 |
ProVise Management Group, LLC | 7 | 4 | 0.04% | 0.06% | 0.07% | Q1 2015 | Q4 2018 | 11 |
Manifold Partners, LLC | 5 | 2 | 0.10% | 3.25% | 6.45% | Q3 2013 | Q1 2017 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2021 | 11 |
First Horizon Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 11 |
Northwest Capital Management Inc | 8 | 2 | 0.00% | 3.00% | 6.30% | Q4 2017 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 7 | 3 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q2 2023 | 10 |
UBS ASSET MANAGEMENT AMERICAS INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2019 | 10 |
Janney Montgomery Scott LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.16% | 0.56% | Q4 2015 | Q2 2023 | 10 |
First City Capital Management, Inc. | 10 | 10 | 0.26% | 0.41% | 0.57% | Q3 2017 | Q4 2019 | 10 |
Accuvest Global Advisors | 10 | 10 | 0.23% | 0.35% | 0.82% | Q2 2021 | Q3 2023 | 10 |
Venturi Wealth Management, LLC | 3 | 1 | 0.01% | 0.38% | 0.92% | Q2 2017 | Q3 2023 | 10 |
Certified Advisory Corp | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
Csenge Advisory Group | 7 | 3 | 0.02% | 0.52% | 0.84% | Q3 2017 | Q2 2023 | 10 |
BROWN ADVISORY INC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 10 |
ACIMA PRIVATE WEALTH, LLC | 10 | 10 | 0.05% | 3.29% | 4.25% | Q4 2019 | Q1 2022 | 10 |
New Vernon Capital Holdings II LLC | 10 | 10 | 1.42% | 10.82% | 18.14% | Q2 2016 | Q3 2018 | 10 |
BlackRock Fund Advisors | 10 | 10 | 0.00% | 0.29% | 0.59% | Q3 2014 | Q4 2016 | 10 |
Wealthspire Advisors, L.P. | 8 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 10 |
Polianta Ltd | 4 | 1 | 2.99% | 5.83% | 8.15% | Q2 2017 | Q3 2023 | 10 |
Capital Analysts, LLC | 9 | 1 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q3 2018 | 10 |
SVB WEALTH LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
Fort Sheridan Advisors LLC | 10 | 10 | 0.10% | 0.14% | 0.18% | Q2 2021 | Q3 2023 | 10 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 9 |
Rehmann Capital Advisory Group | 3 | 2 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q2 2023 | 9 |
NTV ASSET MANAGEMENT LLC | 8 | 1 | 0.04% | 0.09% | 0.11% | Q4 2013 | Q3 2021 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 9 |
Sound Income Strategies, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
Windsor Creek Advisors, LLC | 4 | 3 | 0.06% | 0.15% | 0.34% | Q3 2019 | Q2 2021 | 9 |
Dorsey Wright & Associates | 3 | 3 | 0.88% | 2.04% | 4.30% | Q4 2013 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Arrow Investment Advisors, LLC | 3 | 3 | 3.84% | 4.81% | 5.85% | Q4 2013 | Q3 2023 | 9 |
HARBOR ADVISORY CORP /MA/ | 9 | 9 | 0.39% | 0.43% | 0.49% | Q4 2017 | Q4 2019 | 9 |
NVWM, LLC | 9 | 9 | 0.00% | 0.56% | 1.60% | Q4 2017 | Q4 2019 | 9 |
Interchange Capital Partners, LLC | 8 | 1 | 0.31% | 0.97% | 1.46% | Q2 2021 | Q3 2023 | 9 |
PICTET ASSET MANAGEMENT LTD | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2020 | 9 |
AGILIS PARTNERS LLC | 6 | 3 | 1.62% | 4.08% | 7.03% | Q1 2015 | Q4 2017 | 9 |
KCS Wealth Advisory | 9 | 9 | 0.31% | 0.58% | 0.77% | Q4 2017 | Q4 2019 | 9 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 3 | 2 | 0.09% | 1.71% | 2.78% | Q3 2019 | Q3 2023 | 9 |
Voya Financial Advisors, Inc. | 7 | 2 | 0.05% | 0.17% | 0.57% | Q1 2015 | Q2 2018 | 9 |
Sandy Spring Bank | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2018 | 9 |
BLACKROCK ADVISORS LLC | 6 | 3 | 0.01% | 0.08% | 0.18% | Q3 2014 | Q4 2016 | 9 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 5 | 4 | 1.07% | 1.72% | 2.96% | Q3 2013 | Q1 2016 | 9 |
Capital Investment Advisory Services, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
First National Bank of South Miami | 9 | 9 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2020 | 9 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.03% | 0.16% | Q4 2020 | Q3 2023 | 9 |
GHP Investment Advisors, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
COMERICA BANK | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 9 |
Stone Point Wealth LLC | 8 | 8 | 0.43% | 0.61% | 0.76% | Q4 2021 | Q3 2023 | 8 |
First Heartland Consultants, Inc. | 7 | 1 | 0.02% | 0.50% | 0.64% | Q2 2013 | Q2 2018 | 8 |
BANK HAPOALIM BM | 7 | 1 | 0.01% | 0.03% | 0.09% | Q2 2014 | Q4 2018 | 8 |
JUNCTURE WEALTH STRATEGIES, LLC | 8 | 8 | 0.92% | 1.55% | 1.93% | Q4 2014 | Q3 2016 | 8 |
Baird Financial Group, Inc. | 4 | 1 | 0.00% | 0.07% | 0.17% | Q2 2015 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Atria Investments, Inc | 3 | 1 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 8 |
Accredited Investors Inc. | 8 | 8 | 0.06% | 4.22% | 6.74% | Q4 2014 | Q3 2016 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.80% | 1.25% | 1.91% | Q4 2021 | Q3 2023 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q4 2015 | 8 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.41% | 0.93% | 1.60% | Q4 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Integrated Wealth Concepts LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 8 |
GREENWOOD CAPITAL ASSOCIATES LLC | 4 | 4 | 0.03% | 0.92% | 2.13% | Q2 2017 | Q3 2023 | 8 |
BARINGS LLC | 5 | 1 | 0.03% | 0.19% | 0.38% | Q1 2017 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.00% | 0.15% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Element Wealth, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Column Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ledyard National Bank | 8 | 8 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q4 2018 | 8 |
Fiduciary Trust Co International of Pennsylvania | 5 | 3 | 0.02% | 1.42% | 9.53% | Q4 2017 | Q4 2019 | 8 |
MANAGED ACCOUNT ADVISORS LLC | 8 | 8 | 0.02% | 0.10% | 0.22% | Q3 2013 | Q2 2015 | 8 |
Community Bank, N.A. | 4 | 1 | 0.01% | 0.19% | 0.50% | Q2 2017 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
MADISON INVESTMENT HOLDINGS INC | 8 | 8 | 0.02% | 0.58% | 0.86% | Q1 2017 | Q4 2018 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 0.27% | 0.34% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Antonetti Capital Management LLC | 6 | 1 | 0.01% | 3.56% | 6.26% | Q2 2010 | Q3 2021 | 8 |
OPTIMUM INVESTMENT ADVISORS | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Equitable Holdings, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
Goodman Financial Corp | 8 | 8 | 2.48% | 3.28% | 5.22% | Q1 2015 | Q4 2016 | 8 |
Key FInancial Inc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
IHT Wealth Management, LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q3 2018 | 8 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 1 | 0.48% | 1.03% | 2.03% | Q1 2015 | Q2 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
HL FINANCIAL SERVICES LLC | 4 | 3 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q4 2018 | 7 |
TRUIST FINANCIAL CORP | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 7 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.51% | 1.82% | 3.20% | Q3 2013 | Q2 2021 | 7 |
Kovack Advisors, Inc. | 6 | 1 | 0.05% | 0.08% | 0.10% | Q2 2017 | Q1 2019 | 7 |
Lido Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q4 2018 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
BOKF, NA | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 7 |
Spot Trading L.L.C | 4 | 4 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q2 2014 | 7 |
Glassman Wealth Services | 5 | 1 | 0.00% | 0.00% | 0.03% | Q2 2019 | Q1 2023 | 7 |
NATIXIS ADVISORS, L.P. | 7 | 7 | 0.18% | 0.41% | 0.64% | Q2 2013 | Q4 2014 | 7 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q2 2022 | 7 |
Zions Bancorporation | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
LGL PARTNERS, LLC | 6 | 1 | 0.08% | 0.13% | 0.19% | Q2 2017 | Q1 2019 | 7 |
SIMON QUICK ADVISORS, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q2 2018 | 7 |
DRW Securities, LLC | 6 | 1 | 0.06% | 0.25% | 0.56% | Q1 2018 | Q3 2020 | 7 |
Argentus Capital Management, LLC | 6 | 1 | 0.02% | 0.22% | 0.90% | Q4 2013 | Q3 2016 | 7 |
Trust Co | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
RWA WEALTH PARTNERS, LLC | 4 | 1 | 0.09% | 0.21% | 0.52% | Q1 2017 | Q4 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Joseph P. Lucia & Associates, LLC | 6 | 1 | 0.02% | 0.14% | 0.30% | Q1 2019 | Q4 2020 | 7 |
VOYA INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.23% | 0.34% | 0.53% | Q3 2013 | Q2 2021 | 7 |
Legacy Advisors, LLC | 7 | 7 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
WASHINGTON CAPITAL MANAGEMENT, INC | 7 | 7 | 1.76% | 2.39% | 3.20% | Q1 2015 | Q3 2016 | 7 |
Lombard Odier Transatlantic Ltd | 7 | 7 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q2 2016 | 7 |
Brandywine Global Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Diversified Trust Co | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q4 2018 | 7 |
Squarepoint Ops LLC | 4 | 1 | 0.01% | 0.10% | 0.36% | Q4 2017 | Q2 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Concert Wealth Management Inc. | 4 | 1 | 0.00% | 0.04% | 0.05% | Q3 2013 | Q3 2016 | 6 |
Cougar Global Investments Ltd | 6 | 6 | 0.02% | 6.50% | 10.86% | Q2 2017 | Q3 2018 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.03% | 0.06% | 0.09% | Q4 2014 | Q1 2016 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.59% | 0.65% | 0.72% | Q2 2013 | Q3 2014 | 6 |
Advisory Services & Investments, LLC | 6 | 6 | 0.57% | 0.65% | 0.80% | Q1 2021 | Q2 2022 | 6 |
Richard Bernstein Advisors LLC | 4 | 2 | 0.00% | 2.11% | 3.76% | Q2 2017 | Q3 2023 | 6 |
FundX Investment Group, LLC | 3 | 1 | 0.16% | 1.86% | 3.38% | Q4 2013 | Q4 2019 | 6 |
WFG Advisors, LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Bartlett & Co. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
UBS AG | 6 | 6 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2014 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2017 | 6 |
INTEGRAL DERIVATIVES, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q2 2014 | 6 |
Sowell Financial Services LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q1 2021 | 6 |
Turim 21 Investimentos Ltda. | 6 | 6 | 0.28% | 1.36% | 2.58% | Q3 2017 | Q4 2018 | 6 |
Financial Management Professionals, Inc. | 4 | 1 | 0.78% | 2.12% | 3.06% | Q2 2017 | Q2 2023 | 6 |
PFS INVESTMENTS INC. | 2 | 1 | 0.20% | 0.33% | 0.49% | Q4 2019 | Q2 2023 | 6 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 6 |
Bank OZK | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2014 | Q3 2015 | 6 |
Strategic Wealth Partners, Ltd. | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2019 | 6 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.05% | 0.22% | 0.49% | Q1 2017 | Q3 2018 | 6 |
Capital Advisors, Ltd. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Pacer Advisors, Inc. | 4 | 1 | 0.01% | 0.04% | 0.09% | Q1 2016 | Q2 2019 | 6 |
Destination Wealth Management | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q2 2019 | 6 |
Avidian Wealth Solutions, LLC | 5 | 1 | 0.20% | 2.91% | 3.90% | Q1 2017 | Q3 2018 | 6 |
Lenox Wealth Management, Inc. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2020 | 6 |
Evercore Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2017 | 6 |
Progeny 3, Inc. | 3 | 3 | 0.62% | 13.81% | 30.64% | Q1 2016 | Q4 2017 | 6 |
EnTrustPermal Management LLC | 4 | 2 | 3.38% | 4.68% | 6.10% | Q3 2013 | Q3 2017 | 6 |
PRUDENTIAL PLC | 6 | 6 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q4 2021 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 1 | 0.03% | 0.05% | 0.15% | Q4 2017 | Q1 2022 | 6 |
Arkadios Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2023 | 5 |
Gramercy Funds Management LLC | 5 | 5 | 0.19% | 0.25% | 0.29% | Q4 2013 | Q4 2014 | 5 |
BADGLEY PHELPS & BELL INC | 5 | 5 | 0.01% | 0.68% | 0.93% | Q3 2017 | Q3 2018 | 5 |
Ausdal Financial Partners, Inc. | 4 | 1 | 0.01% | 0.11% | 0.15% | Q4 2015 | Q1 2018 | 5 |
Knott David M Jr | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
ASCEND CAPITAL, LLC | 5 | 5 | 0.52% | 1.02% | 1.42% | Q3 2016 | Q3 2017 | 5 |
Onyx Bridge Wealth Group LLC | 3 | 2 | 0.05% | 0.08% | 0.09% | Q4 2021 | Q2 2023 | 5 |
Tactical Allocation Group LLC | 5 | 5 | 0.17% | 10.50% | 14.16% | Q3 2013 | Q3 2014 | 5 |
Integrated Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
SPINNAKER TRUST | 5 | 5 | 2.84% | 4.21% | 5.75% | Q3 2015 | Q3 2016 | 5 |
Arcus Capital Partners, LLC | 5 | 5 | 0.74% | 0.78% | 0.84% | Q4 2016 | Q4 2017 | 5 |
Independent Portfolio Consultants, Inc. | 3 | 1 | 0.06% | 0.46% | 1.53% | Q1 2014 | Q2 2017 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
Concord Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
BARING ASSET MANAGEMENT Ltd | 4 | 1 | 0.05% | 0.14% | 0.24% | Q4 2015 | Q3 2017 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2017 | 5 |
Chicago Capital, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q2 2019 | 5 |
WASHINGTON TRUST BANK | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 5 |
Balentine LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2020 | 5 |
Elmwood Wealth Management, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
SeaBridge Investment Advisors LLC | 5 | 5 | 0.09% | 0.11% | 0.12% | Q1 2017 | Q1 2018 | 5 |
Aris Wealth Services, Inc. | 5 | 5 | 0.39% | 0.53% | 0.72% | Q2 2014 | Q2 2015 | 5 |
Russell Investments Group, Ltd. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 5 |
Van Hulzen Asset Management, LLC | 5 | 5 | 0.07% | 0.31% | 0.48% | Q4 2018 | Q4 2019 | 5 |
Winch Advisory Services, LLC | 5 | 5 | 0.00% | 2.00% | 3.86% | Q4 2017 | Q4 2018 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Connectus Wealth, LLC | 3 | 2 | 0.24% | 0.62% | 1.53% | Q1 2022 | Q3 2023 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.01% | 0.07% | 0.10% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.09% | 0.19% | Q4 2016 | Q4 2017 | 5 |
Truvestments Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.08% | 0.18% | Q4 2016 | Q3 2023 | 5 |
TRIANGLE PEAK PARTNERS, LP | 4 | 1 | 0.90% | 2.46% | 4.79% | Q4 2013 | Q3 2015 | 5 |
ASPIRIANT, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 5 |
FIDUCIARY TRUST INTERNATIONAL LLC | 5 | 5 | 0.87% | 0.91% | 0.99% | Q1 2018 | Q1 2019 | 5 |
ALTERNA WEALTH MANAGEMENT, INC | 5 | 5 | 0.10% | 0.31% | 0.39% | Q4 2018 | Q4 2019 | 5 |
Veritable, L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 5 |
Roble, Belko & Company, Inc | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
NWAM LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Strategic Point Investment Advisors, LLC | 5 | 5 | 3.57% | 3.76% | 4.01% | Q2 2013 | Q2 2014 | 5 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.21% | 0.40% | Q1 2019 | Q1 2020 | 4 |
Benefit Street Partners LLC | 4 | 4 | 0.10% | 0.15% | 0.28% | Q2 2020 | Q1 2021 | 4 |
GenTrust, LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q1 2020 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 4 |
Sage Advisory Services, Ltd.Co. | 4 | 4 | 2.01% | 3.03% | 3.58% | Q4 2016 | Q3 2017 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 4 |
Bluefin Trading, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q4 2017 | 4 |
Stadion Money Management, LLC | 3 | 1 | 0.04% | 0.63% | 0.92% | Q3 2013 | Q4 2017 | 4 |
Asset Dedication, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.05% | 0.09% | Q3 2014 | Q2 2022 | 4 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 2 | 2 | 0.23% | 0.52% | 1.14% | Q1 2014 | Q4 2015 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q1 2018 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2014 | Q3 2015 | 4 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 2.08% | 2.37% | 2.69% | Q2 2019 | Q1 2020 | 4 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.00% | 0.21% | 0.41% | Q4 2017 | Q3 2019 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.31% | 1.54% | 2.01% | Q2 2017 | Q1 2018 | 4 |
WELLINGTON MANAGEMENT GROUP LLP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Lombard Odier & Cie (Canada), Limited Partnership | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q3 2014 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.16% | 1.24% | 1.82% | Q1 2015 | Q4 2015 | 4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.02% | 0.12% | 0.25% | Q2 2018 | Q3 2023 | 4 |
Affinity Capital Advisors, LLC | 4 | 4 | 0.25% | 0.43% | 0.58% | Q4 2019 | Q3 2020 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q2 2023 | 4 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.01% | 0.37% | 0.70% | Q2 2009 | Q3 2011 | 4 |
BREWIN DOLPHIN LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Braver Wealth Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q1 2016 | Q4 2016 | 4 |
Kozak & Associates, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Klingman & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
CLEARARC CAPITAL INC | 4 | 4 | 0.05% | 0.06% | 0.10% | Q3 2016 | Q2 2017 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.96% | 3.34% | Q2 2014 | Q1 2018 | 4 |
Legacy Financial Advisors, Inc. | 4 | 4 | 0.12% | 0.24% | 0.40% | Q4 2017 | Q3 2018 | 4 |
WBH ADVISORY INC | 4 | 4 | 0.04% | 0.14% | 0.32% | Q3 2021 | Q2 2022 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 4 | 0.11% | 0.14% | 0.17% | Q3 2019 | Q2 2020 | 4 |
Northstar Group, Inc. | 4 | 4 | 0.27% | 0.36% | 0.42% | Q4 2014 | Q3 2015 | 4 |
Waverly Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q3 2015 | 4 |
LFA - Lugano Financial Advisors SA | 3 | 1 | 0.06% | 0.13% | 0.31% | Q2 2018 | Q4 2020 | 4 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.16% | 0.24% | 0.29% | Q1 2014 | Q2 2021 | 4 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 4 |
Clearstead Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Riggs Asset Managment Co. Inc. | 4 | 4 | 4.52% | 4.69% | 5.05% | Q2 2017 | Q1 2018 | 4 |
Parcion Private Wealth LLC | 4 | 4 | 2.33% | 4.60% | 6.97% | Q4 2022 | Q3 2023 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q2 2016 | 4 |
Solstein Capital, LLC | 4 | 4 | 0.20% | 0.68% | 1.10% | Q3 2021 | Q2 2022 | 4 |
Seneca House Advisors | 4 | 4 | 6.50% | 6.99% | 7.43% | Q4 2017 | Q3 2018 | 4 |
Taikang Asset Management (Hong Kong) Co Ltd | 3 | 1 | 0.14% | 0.33% | 0.42% | Q4 2017 | Q3 2020 | 4 |
G&S Capital LLC | 4 | 4 | 0.75% | 1.17% | 1.54% | Q4 2022 | Q3 2023 | 4 |
Hirtle Callaghan & Co LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Donald L. Hagan, LLC | 3 | 1 | 2.45% | 2.98% | 3.63% | Q3 2015 | Q4 2018 | 4 |
Hamilton Capital, LLC | 4 | 4 | 18.34% | 18.77% | 19.02% | Q4 2017 | Q3 2018 | 4 |
Hudson Bay Capital Management LP | 3 | 1 | 0.02% | 0.11% | 0.21% | Q3 2018 | Q4 2019 | 4 |
TKG Advisors, LLC | 4 | 4 | 1.23% | 1.91% | 2.58% | Q4 2022 | Q3 2023 | 4 |
BHF Kleinwort Benson Group S.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Brookstone Capital Management | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.25% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
XL Group Investments Ltd | 4 | 4 | 6.65% | 7.66% | 8.11% | Q4 2016 | Q3 2017 | 4 |
West Oak Capital, LLC | 3 | 1 | 0.00% | 0.06% | 0.24% | Q1 2018 | Q4 2021 | 4 |
FORESTERS ASSET MANAGEMENT INC. | 4 | 4 | 0.78% | 0.86% | 1.02% | Q2 2016 | Q1 2017 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CENTRAL BANK & TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Keeler Thomas Management LLC | 3 | 3 | 0.30% | 0.36% | 0.42% | Q1 2018 | Q3 2018 | 3 |
CHOREO, LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2018 | 3 |
Freedom Investment Management, Inc. | 2 | 1 | 0.02% | 0.10% | 0.24% | Q3 2015 | Q2 2017 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 0.27% | 1.77% | 2.57% | Q1 2018 | Q3 2018 | 3 |
One Charles Private Wealth Services, LLC | 3 | 3 | 0.14% | 0.53% | 1.07% | Q1 2021 | Q3 2021 | 3 |
Magnus Financial Group LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Family Asset Management, LLC | 3 | 3 | 0.19% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Hudock, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 3 |
Financial Advocates Investment Management | 2 | 1 | 0.07% | 0.08% | 0.09% | Q1 2018 | Q3 2023 | 3 |
Barrington Strategic Wealth Management Group LLC | 3 | 3 | 0.72% | 1.23% | 1.60% | Q1 2014 | Q3 2014 | 3 |
Americana Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 3 | 3 | 0.08% | 0.10% | 0.11% | Q2 2015 | Q4 2015 | 3 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Danda Trouve Investment Management, Inc. | 3 | 3 | 1.66% | 1.70% | 1.73% | Q2 2021 | Q4 2021 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Graypoint LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
ING GROEP NV | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q3 2013 | 3 |
IMA Wealth, Inc. | 3 | 3 | 2.06% | 2.12% | 2.19% | Q4 2013 | Q2 2014 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Occidental Asset Management, LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q2 2021 | Q4 2021 | 3 |
MEEDER ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2021 | 3 |
Parisi Gray Wealth Management | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2017 | Q2 2018 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 3 |
Sonora Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
Prisma Capital Partners LP | 3 | 3 | 0.29% | 0.65% | 1.33% | Q2 2017 | Q4 2017 | 3 |
Cobble Hill Financial Services, INC | 3 | 3 | 0.43% | 1.00% | 1.28% | Q1 2014 | Q3 2014 | 3 |
TD Waterhouse Canada Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Jacobus Wealth Management, Inc. | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2014 | Q3 2014 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.20% | 0.51% | Q2 2013 | Q4 2013 | 3 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 3 |
F3Logic, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q2 2019 | 3 |
VALENTINE VENTURES LLC | 1 | 1 | 1.14% | 1.72% | 2.53% | Q4 2015 | Q4 2018 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.07% | 0.10% | Q4 2013 | Q2 2014 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q2 2019 | 3 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Keel Point, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Advisory, LLC | 3 | 3 | 0.08% | 0.11% | 0.14% | Q2 2021 | Q4 2021 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.03% | 0.18% | 0.36% | Q1 2023 | Q3 2023 | 3 |
INSPIRION WEALTH ADVISORS, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Tranquilli Financial Advisor LLC | 2 | 1 | 0.38% | 0.49% | 0.63% | Q3 2021 | Q2 2023 | 3 |
tru Independence LLC | 1 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q2 2021 | 3 |
Alhambra Investment Management LLC | 2 | 1 | 0.27% | 0.97% | 1.32% | Q4 2019 | Q3 2020 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q4 2017 | 3 |
Alpine Global Management, LLC | 2 | 1 | 0.07% | 0.22% | 0.37% | Q1 2017 | Q1 2023 | 3 |
Portfolio Strategies Inc | 3 | 3 | 0.18% | 0.20% | 0.23% | Q2 2017 | Q4 2017 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2016 | 3 |
Canton Hathaway, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q4 2018 | Q2 2019 | 3 |
Kingfisher Capital LLC | 3 | 3 | 0.95% | 0.97% | 1.01% | Q1 2016 | Q3 2016 | 3 |
PICTET ASSET MANAGEMENT SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 3 |
AdvisorNet Financial, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.38% | 0.62% | 0.74% | Q4 2020 | Q2 2021 | 3 |
DAVIS R M INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 3 |
EWG Elevate Inc. | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Regal Investment Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 3 |
Narwhal Capital Management | 3 | 3 | 0.15% | 0.16% | 0.16% | Q4 2013 | Q2 2014 | 3 |
South Shore Capital Advisors | 3 | 3 | 0.20% | 0.32% | 0.38% | Q1 2021 | Q3 2021 | 3 |
Richard C. Young & CO., LTD. | 3 | 3 | 1.09% | 1.38% | 1.83% | Q1 2015 | Q3 2015 | 3 |
TUCKER ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
Lumature Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
FWL INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.14% | 0.18% | 0.25% | Q2 2021 | Q4 2021 | 3 |
Hanlon Investment Management, Inc. | 3 | 3 | 0.21% | 0.27% | 0.34% | Q1 2023 | Q3 2023 | 3 |
FolioMetrix LLC | 3 | 3 | 0.32% | 0.36% | 0.41% | Q4 2014 | Q2 2015 | 3 |
TRUEWEALTH LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
ROPES WEALTH ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 3 |
Gunma Bank,Ltd. | 2 | 1 | 1.31% | 1.89% | 2.70% | Q4 2021 | Q3 2022 | 3 |
Lowe Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Brown Miller Wealth Management, LLC | 3 | 3 | 0.21% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2019 | 3 |
Glovista Investments LLC | 2 | 1 | 0.13% | 0.89% | 2.17% | Q2 2017 | Q4 2022 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
RiverGlades Family Offices LLC | 3 | 3 | 0.87% | 0.89% | 0.92% | Q4 2017 | Q2 2018 | 3 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 3 |
AMJ Financial Wealth Management | 3 | 3 | 0.08% | 0.25% | 0.44% | Q2 2021 | Q4 2021 | 3 |
Miller Investment Management, LP | 2 | 1 | 0.24% | 0.80% | 1.63% | Q2 2016 | Q4 2021 | 3 |
Endowment Wealth Management, Inc. | 3 | 3 | 1.87% | 1.90% | 1.96% | Q1 2023 | Q3 2023 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Gerber Kawasaki Wealth & Investment Management | 3 | 3 | 0.08% | 0.16% | 0.22% | Q1 2018 | Q3 2018 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
McAdam, LLC | 3 | 3 | 0.04% | 0.06% | 0.10% | Q1 2018 | Q3 2018 | 3 |
Foothills Asset Management, Ltd. | 3 | 3 | 1.83% | 1.91% | 1.96% | Q4 2013 | Q2 2014 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Strategies Wealth Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.68% | 1.99% | Q4 2018 | Q3 2023 | 3 |
Mayfair Advisory Group, LLC | 2 | 2 | 0.20% | 0.22% | 0.25% | Q2 2023 | Q3 2023 | 2 |
COLONY GROUP LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2017 | Q4 2017 | 2 |
55I, LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q3 2019 | Q4 2019 | 2 |
ATLAS CAPITAL ADVISORS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 2 | 2 | 0.03% | 0.12% | 0.21% | Q1 2023 | Q2 2023 | 2 |
Burns Matteson Capital Management, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q1 2023 | Q2 2023 | 2 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q4 2022 | 2 |
Silverleafe Capital Partners, LLC | 2 | 2 | 1.64% | 1.83% | 2.02% | Q2 2021 | Q3 2021 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q3 2023 | 2 |
PATRON PARTNERS, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Blackhawk Capital Partners LLC. | 2 | 2 | 0.00% | 0.31% | 0.62% | Q4 2017 | Q1 2018 | 2 |
JOHNSON INVESTMENT COUNSEL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
WealthOne, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
BerganKDV Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q1 2017 | Q2 2017 | 2 |
WOLFF WIESE MAGANA LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Modera Wealth Management, LLC | 1 | 1 | 0.02% | 0.14% | 0.27% | Q4 2013 | Q1 2022 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q2 2018 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Fullerton Fund Management Co Ltd. | 2 | 2 | 0.24% | 0.45% | 0.65% | Q4 2022 | Q1 2023 | 2 |
Neuberger Berman Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
AlphaMark Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 2 |
10-15 ASSOCIATES, INC. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q1 2020 | Q2 2020 | 2 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
SEI TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
MANNING & NAPIER ADVISORS LLC | 2 | 2 | 0.12% | 0.15% | 0.18% | Q2 2017 | Q3 2017 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
RFG Advisory, LLC | 1 | 1 | 0.03% | 0.34% | 0.64% | Q2 2015 | Q2 2021 | 2 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 2 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
WHALEROCK POINT PARTNERS, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
One Capital Management, LLC | 2 | 2 | 0.36% | 0.36% | 0.36% | Q1 2023 | Q2 2023 | 2 |
Blume Capital Management, Inc. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2017 | Q4 2017 | 2 |
Manning & Napier Group, LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q4 2017 | Q1 2018 | 2 |
F-Squared Investment Management, LLC | 2 | 2 | 0.63% | 0.89% | 1.15% | Q3 2014 | Q4 2014 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Rock Creek Group, LP | 2 | 2 | 0.06% | 0.11% | 0.16% | Q2 2021 | Q3 2021 | 2 |
ExodusPoint Capital Management, LP | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q4 2019 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Mill Creek Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 2 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
SFE Investment Counsel | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q2 2015 | 2 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2021 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
IFG Advisory, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.50% | 0.52% | 0.55% | Q4 2017 | Q1 2018 | 2 |
Virtus Fund Advisers, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
NorthRock Partners, LLC | 2 | 2 | 0.05% | 0.08% | 0.10% | Q3 2021 | Q4 2021 | 2 |
DC Investments Management, LLC | 1 | 1 | 0.15% | 1.58% | 3.02% | Q4 2017 | Q3 2018 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Aureus Asset Management, LLC | 2 | 2 | 0.28% | 0.29% | 0.29% | Q3 2017 | Q4 2017 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Euclid Advisors LLC | 2 | 2 | 0.52% | 0.74% | 0.97% | Q3 2014 | Q4 2014 | 2 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.04% | 0.05% | 0.07% | Q4 2013 | Q1 2014 | 2 |
Fiera Capital Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
COMMONWEALTH BANK OF AUSTRALIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q1 2019 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 2 |
Aveo Capital Partners, LLC | 2 | 2 | 0.47% | 0.48% | 0.49% | Q1 2023 | Q2 2023 | 2 |
OPPENHEIMER ASSET MANAGEMENT INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Beaumont Capital Management, LLC | 2 | 2 | 0.70% | 0.71% | 0.72% | Q1 2023 | Q2 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
FIRST AMERICAN TRUST, FSB | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.09% | 0.10% | 0.12% | Q2 2017 | Q4 2017 | 2 |
Weaver Consulting Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Efficient Market Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Wilmington Trust, National Association | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q2 2014 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Madison Asset Management, LLC | 2 | 2 | 0.19% | 0.28% | 0.37% | Q3 2021 | Q4 2021 | 2 |
New Century Advisors, LLC | 2 | 2 | 0.14% | 0.33% | 0.52% | Q4 2021 | Q1 2022 | 2 |
Jump Financial, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q2 2022 | 2 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q4 2015 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 2 |
Core Wealth Advisors, Inc. | 2 | 2 | 5.66% | 5.88% | 6.10% | Q1 2023 | Q2 2023 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.12% | 0.35% | 0.57% | Q3 2013 | Q4 2014 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2018 | 2 |
Vollero Beach Capital Partners LLC | 2 | 2 | 1.45% | 1.54% | 1.63% | Q1 2014 | Q2 2014 | 2 |
Ignite Planners, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q2 2023 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 2.31% | 2.34% | 2.36% | Q2 2023 | Q3 2023 | 2 |
Bellecapital International Ltd. | 2 | 2 | 0.27% | 0.29% | 0.31% | Q3 2018 | Q4 2018 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.16% | 0.31% | Q4 2016 | Q4 2016 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q4 2013 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.12% | 0.19% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
SFMG, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q2 2019 | 2 |
Nelson Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2022 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
StoneX Group Inc. | 2 | 2 | 0.19% | 0.36% | 0.53% | Q4 2021 | Q1 2022 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.22% | 0.22% | 0.23% | Q1 2014 | Q2 2014 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Charles Schwab Investment Advisory, Inc. | 2 | 2 | 2.79% | 2.86% | 2.93% | Q3 2013 | Q4 2013 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
Parsec Financial Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
King Wealth Management Group | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2014 | Q2 2014 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 2.75% | 2.75% | 2.75% | Q3 2016 | Q3 2016 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 1 | 1 | 4.02% | 4.02% | 4.02% | Q3 2023 | Q3 2023 | 1 |
Fusion Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
COUNTRY CLUB BANK /GFN | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NorthCrest Asset Manangement, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Ascent Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FIRST COMMUNITY TRUST NA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
SYON CAPITAL LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q3 2023 | Q3 2023 | 1 |
Golden State Equity Partners | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2021 | Q2 2021 | 1 |
WEST CHESTER CAPITAL ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
FULTON BREAKEFIELD BROENNIMAN LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Intergy Private Wealth, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2021 | Q4 2021 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
KANALY TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
American Research & Management Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
TDAM USA INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q4 2017 | Q4 2017 | 1 |
BROADMARK ASSET MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Poehling Capital Management, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
River Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CUMBERLAND ADVISORS INC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q1 2014 | Q1 2014 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
EnTrust Global Partners Offshore LP | 1 | 1 | 4.67% | 4.67% | 4.67% | Q4 2017 | Q4 2017 | 1 |
CONNING INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Nationwide Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Analyst IMS Investment Management Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
Shay Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Rossmore Private Capital | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q2 2017 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
SG Select LLC | 1 | 1 | 3.43% | 3.43% | 3.43% | Q1 2014 | Q1 2014 | 1 |
Trek Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2016 | Q3 2016 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 1.60% | 1.60% | 1.60% | Q4 2021 | Q4 2021 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MANAGED ASSET PORTFOLIOS, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Connacht Asset Management LP | 1 | 1 | 1.99% | 1.99% | 1.99% | Q1 2022 | Q1 2022 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Korea Investment CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Private Wealth Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Arthur Zaske & Associates, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2017 | Q4 2017 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sigma Investment Management Co | 1 | 1 | 6.67% | 6.67% | 6.67% | Q1 2014 | Q1 2014 | 1 |
Madison Scottsdale, LC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
WADE G W & INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Emerson Point Capital LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2021 | Q1 2021 | 1 |
Sterling Ridge Capital Management LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2015 | Q4 2015 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2021 | Q3 2021 | 1 |
Forward Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2017 | Q2 2017 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2017 | Q1 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
NORTH STAR ASSET MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
Navalign, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FOUNDERS BANK & TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Veracity Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Private Advisory Group LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q4 2017 | Q4 2017 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2021 | Q1 2021 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
ARMOR ADVISORS, L.L.C. | 1 | 1 | 10.76% | 10.76% | 10.76% | Q1 2022 | Q1 2022 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
GFI Investment Counsel Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
CASTLEARK MANAGEMENT LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2021 | Q3 2021 | 1 |
Callan Capital, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2014 | Q4 2014 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Windsor Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CIDEL ASSET MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
CPWM, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2016 | Q2 2016 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HYMAN CHARLES D | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GAM Holding AG | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Sage Capital Advisors,llc | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2017 | Q2 2017 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2020 | Q4 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2019 | Q4 2019 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Daiwa SB Investments Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JANUS HENDERSON GROUP PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.