Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 53 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 46 |
East Coast Asset Management, LLC. | 44 | 44 | 0.08% | 0.62% | 1.65% | Q4 2012 | Q3 2023 | 44 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Global Endowment Management, LP | 42 | 42 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ZACKS INVESTMENT MANAGEMENT | 42 | 42 | 0.02% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.03% | 0.24% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
EXENCIAL WEALTH ADVISORS, LLC | 23 | 8 | 0.01% | 0.09% | 0.24% | Q1 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.15% | 0.45% | 1.70% | Q3 2013 | Q3 2023 | 41 |
CIBC WORLD MARKET INC. | 23 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
BANK OF MONTREAL /CAN/ | 30 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
HighTower Advisors, LLC | 28 | 11 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 39 |
Mirae Asset Global Investments Co., Ltd. | 38 | 1 | 0.01% | 0.07% | 0.27% | Q3 2013 | Q3 2023 | 39 |
Pictet North America Advisors SA | 33 | 6 | 0.66% | 1.43% | 3.63% | Q4 2013 | Q3 2023 | 39 |
Cutler Group LLC / CA | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 38 |
CITIGROUP INC | 28 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 38 |
AlphaMark Advisors, LLC | 37 | 37 | 0.01% | 0.08% | 0.16% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 37 |
Raymond James Financial Services Advisors, Inc. | 15 | 4 | 0.00% | 0.07% | 0.49% | Q2 2013 | Q3 2023 | 37 |
TORONTO DOMINION BANK | 22 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 37 |
First Personal Financial Services | 36 | 36 | 1.23% | 1.97% | 2.50% | Q4 2014 | Q3 2023 | 36 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.01% | 0.09% | Q2 2014 | Q3 2023 | 36 |
BlackRock Inc. | 29 | 6 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 35 |
AMG National Trust Bank | 27 | 8 | 0.04% | 0.33% | 0.79% | Q4 2013 | Q4 2022 | 35 |
CREDIT SUISSE AG/ | 21 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2022 | 34 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 34 |
MASSMUTUAL TRUST CO FSB/ADV | 18 | 1 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q4 2023 | 33 |
BNP PARIBAS FINANCIAL MARKETS | 20 | 4 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 33 |
BANQUE PICTET & CIE SA | 33 | 33 | 0.00% | 0.15% | 0.22% | Q3 2015 | Q3 2023 | 33 |
1607 Capital Partners, LLC | 33 | 33 | 0.91% | 1.96% | 4.39% | Q3 2015 | Q3 2023 | 33 |
M&T BANK CORP | 15 | 1 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q3 2023 | 33 |
Psagot Value Holdings Ltd. | 32 | 32 | 0.00% | 1.13% | 3.08% | Q2 2013 | Q1 2021 | 32 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 28 | 4 | 0.00% | 0.04% | 0.21% | Q3 2015 | Q3 2023 | 32 |
NORTHERN TRUST CORP | 18 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2022 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
SG Americas Securities, LLC | 9 | 1 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q2 2023 | 30 |
FLOW TRADERS U.S. LLC | 9 | 1 | 0.02% | 0.36% | 1.70% | Q3 2013 | Q3 2023 | 30 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 29 |
Catalyst Capital Advisors LLC | 29 | 29 | 0.19% | 0.33% | 0.65% | Q3 2016 | Q3 2023 | 29 |
First Allied Advisory Services, Inc. | 29 | 29 | 0.03% | 0.05% | 0.12% | Q3 2013 | Q3 2020 | 29 |
CITY HOLDING CO | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2020 | 28 |
Creative Planning | 12 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 1 | 0.00% | 0.05% | 0.33% | Q2 2013 | Q2 2022 | 28 |
Millburn Ridgefield Corp | 28 | 28 | 0.40% | 0.45% | 0.76% | Q4 2016 | Q3 2023 | 28 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.03% | 0.18% | Q3 2013 | Q3 2023 | 28 |
STIFEL FINANCIAL CORP | 19 | 9 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.13% | 0.35% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q4 2019 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 27 |
CWM, LLC | 19 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Vontobel Swiss Wealth Advisors AG | 27 | 27 | 0.48% | 4.17% | 8.29% | Q4 2014 | Q2 2021 | 27 |
Transamerica Financial Advisors, Inc. | 19 | 1 | 0.00% | 0.04% | 0.20% | Q2 2014 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 19 | 7 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 26 |
BAR HARBOR WEALTH MANAGEMENT | 26 | 26 | 0.02% | 0.04% | 0.06% | Q1 2013 | Q2 2019 | 26 |
US BANCORP \DE\ | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 26 |
Hexavest Inc. | 17 | 1 | 0.00% | 0.32% | 0.81% | Q2 2013 | Q3 2021 | 26 |
TIEMANN INVESTMENT ADVISORS, LLC | 26 | 26 | 0.10% | 0.17% | 0.23% | Q4 2015 | Q1 2022 | 26 |
Sargent Bickham Lagudis LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 26 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 23 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q1 2020 | 25 |
PRICE T ROWE ASSOCIATES INC /MD/ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 25 |
Perkins Coie Trust Co | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
PRUDENTIAL FINANCIAL INC | 21 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2022 | 25 |
JAMES INVESTMENT RESEARCH INC | 13 | 3 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q4 2021 | 25 |
Mount Lucas Management LP | 7 | 1 | 0.03% | 0.52% | 0.92% | Q2 2014 | Q3 2023 | 24 |
TD ASSET MANAGEMENT INC | 15 | 9 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Pinnacle Advisory Group, Inc. | 16 | 1 | 0.01% | 0.84% | 2.97% | Q3 2014 | Q1 2021 | 24 |
Water Oak Advisors LLC | 22 | 1 | 0.76% | 4.02% | 8.45% | Q2 2014 | Q3 2020 | 23 |
VAN ECK ASSOCIATES CORP | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2021 | 23 |
OLD MISSION CAPITAL LLC | 7 | 1 | 0.01% | 0.35% | 1.37% | Q4 2014 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 23 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
FMR LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 22 |
LOEB PARTNERS CORP | 19 | 3 | 0.15% | 0.37% | 1.12% | Q2 2013 | Q4 2018 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 4 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 22 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 21 |
Fisher Asset Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
HARBOUR INVESTMENT MANAGEMENT LLC | 20 | 1 | 0.11% | 1.44% | 1.81% | Q2 2013 | Q4 2020 | 21 |
LFA - Lugano Financial Advisors SA | 16 | 5 | 0.04% | 0.20% | 0.60% | Q2 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q3 2022 | 20 |
Advisory Services Network, LLC | 12 | 1 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q1 2023 | 20 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2019 | 20 |
AXA S.A. | 20 | 20 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2018 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2019 | 20 |
INNEALTA CAPITAL, LLC | 20 | 20 | 0.23% | 2.78% | 5.87% | Q4 2018 | Q3 2023 | 20 |
BARINGS LLC | 17 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2020 | 19 |
REILLY FINANCIAL ADVISORS, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Carroll Financial Associates, Inc. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 19 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 7 | 5 | 0.00% | 0.08% | 0.18% | Q2 2015 | Q3 2023 | 18 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.00% | 0.03% | Q1 2018 | Q3 2023 | 18 |
Ifrah Financial Services, Inc. | 9 | 1 | 0.07% | 0.14% | 0.22% | Q2 2013 | Q3 2023 | 18 |
Bollard Group LLC | 18 | 18 | 0.12% | 0.17% | 0.22% | Q1 2015 | Q2 2019 | 18 |
RiverFront Investment Group, LLC | 17 | 1 | 0.02% | 0.21% | 0.33% | Q4 2012 | Q4 2021 | 18 |
RFG Advisory, LLC | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
EVERGREEN CAPITAL MANAGEMENT LLC | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
PICTET BANK & TRUST Ltd | 18 | 18 | 0.09% | 0.11% | 0.13% | Q2 2014 | Q3 2018 | 18 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2017 | 17 |
6 Meridian | 17 | 17 | 0.30% | 0.41% | 0.48% | Q4 2017 | Q4 2021 | 17 |
Lenox Wealth Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 17 |
Cetera Advisor Networks LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
AdvisorNet Financial, Inc | 16 | 1 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q2 2022 | 17 |
FRANKLIN RESOURCES INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 16 |
Virtus Investment Advisers, Inc. | 10 | 6 | 0.06% | 0.25% | 0.80% | Q2 2013 | Q4 2017 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
KING LUTHER CAPITAL MANAGEMENT CORP | 10 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.03% | 0.06% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Legacy Bridge, LLC | 16 | 16 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q3 2022 | 16 |
Patten Group, Inc. | 15 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q4 2018 | 16 |
Marotta Asset Management | 13 | 3 | 0.15% | 0.52% | 1.46% | Q4 2019 | Q4 2023 | 16 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 15 |
BB&T SECURITIES, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Zurich Insurance Group Ltd/FI | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2021 | 15 |
Csenge Advisory Group | 13 | 2 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 15 |
NewSquare Capital LLC | 10 | 5 | 0.00% | 0.17% | 0.56% | Q4 2013 | Q1 2021 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.04% | 0.08% | 0.30% | Q1 2020 | Q3 2023 | 15 |
Weatherstone Capital Management | 14 | 1 | 0.16% | 0.28% | 0.64% | Q2 2015 | Q1 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q4 2016 | 15 |
Detwiler Fenton Investment Management LLC | 14 | 14 | 2.07% | 2.58% | 4.13% | Q1 2011 | Q2 2014 | 14 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 14 |
CEDAR CAPITAL, LLC | 7 | 1 | 0.05% | 0.34% | 1.74% | Q4 2015 | Q3 2021 | 14 |
NISA INVESTMENT ADVISORS, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
UBS ASSET MANAGEMENT AMERICAS INC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2018 | 14 |
Qube Research & Technologies Ltd | 9 | 1 | 0.00% | 0.14% | 0.53% | Q4 2019 | Q3 2023 | 14 |
WESPAC Advisors, LLC | 11 | 3 | 0.30% | 0.62% | 0.93% | Q2 2013 | Q4 2021 | 14 |
FIFTH THIRD BANCORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
Keel Point, LLC | 10 | 1 | 0.06% | 0.33% | 1.70% | Q2 2017 | Q3 2023 | 14 |
Financial Advocates Investment Management | 9 | 1 | 0.02% | 0.04% | 0.14% | Q4 2017 | Q4 2022 | 14 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q3 2023 | 13 |
Madison Asset Management, LLC | 13 | 13 | 0.00% | 0.05% | 0.16% | Q2 2020 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
GLENMEDE TRUST CO NA | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 13 |
Cetera Investment Advisers | 12 | 1 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 13 |
AFAM CAPITAL, INC. | 13 | 13 | 0.08% | 0.54% | 0.74% | Q2 2015 | Q2 2018 | 13 |
PICTON MAHONEY ASSET MANAGEMENT | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
Commonwealth Equity Services, Inc | 10 | 3 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2017 | 13 |
Brinker Capital Investments, LLC | 9 | 1 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q2 2019 | 13 |
Shamrock Asset Management LLC | 12 | 1 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q1 2018 | 13 |
Carolina Wealth Advisors, LLC | 8 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Leelyn Smith, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
BRINKER CAPITAL INC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2018 | 12 |
Biondo Investment Advisors, LLC | 12 | 12 | 0.26% | 0.54% | 0.77% | Q2 2013 | Q1 2016 | 12 |
Bell Rock Capital LLC | 10 | 2 | 0.00% | 0.13% | 0.43% | Q3 2017 | Q1 2022 | 12 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q1 2023 | 12 |
Prospera Financial Services Inc | 10 | 2 | 0.00% | 0.13% | 0.24% | Q4 2013 | Q2 2022 | 12 |
SPC Financial, Inc. | 12 | 12 | 0.12% | 1.00% | 2.17% | Q2 2013 | Q1 2016 | 12 |
ATLAS CAPITAL ADVISORS LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.86% | 1.04% | 1.16% | Q4 2020 | Q3 2023 | 12 |
Aveo Capital Partners, LLC | 6 | 1 | 0.03% | 0.23% | 1.23% | Q1 2018 | Q2 2022 | 12 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q2 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 11 | 11 | 3.24% | 4.90% | 7.63% | Q4 2014 | Q2 2017 | 11 |
Efficient Market Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Atria Investments, Inc | 10 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 11 |
Compagnie Lombard Odier SCmA | 10 | 1 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Gemmer Asset Management LLC | 9 | 2 | 0.00% | 0.09% | 0.42% | Q1 2014 | Q2 2017 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Solstein Capital, LLC | 11 | 11 | 0.03% | 0.13% | 0.45% | Q1 2021 | Q3 2023 | 11 |
Marks Group Wealth Management, Inc | 11 | 11 | 0.05% | 0.46% | 0.78% | Q4 2019 | Q2 2022 | 11 |
Bridgewater Advisors Inc. | 11 | 11 | 0.22% | 0.34% | 0.52% | Q1 2021 | Q3 2023 | 11 |
SUNTRUST BANKS INC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 11 | 11 | 3.60% | 5.08% | 7.06% | Q4 2014 | Q2 2017 | 11 |
KANALY TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
ASPIRIANT HOLDINGS S3, LLC | 11 | 11 | 0.16% | 1.24% | 2.19% | Q2 2013 | Q4 2015 | 11 |
EXANE DERIVATIVES | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 11 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q1 2017 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q4 2015 | 11 |
Cerity Partners LLC | 11 | 11 | 0.01% | 0.94% | 1.36% | Q2 2017 | Q4 2019 | 11 |
Maryland Capital Management | 10 | 10 | 0.05% | 0.08% | 0.11% | Q2 2013 | Q3 2015 | 10 |
TIEDEMANN ADVISORS, LLC | 10 | 10 | 0.01% | 0.04% | 0.12% | Q2 2021 | Q3 2023 | 10 |
New Capital Management LP | 10 | 10 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q1 2021 | 10 |
AMP Capital Investors Ltd | 8 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2016 | 10 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q1 2023 | 10 |
Banco Santander, S.A. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.00% | 0.15% | 0.32% | Q2 2021 | Q3 2023 | 10 |
WFG Advisors, LP | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2016 | 10 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 10 |
Hudson Bay Capital Management LP | 7 | 1 | 0.02% | 0.05% | 0.14% | Q1 2017 | Q1 2020 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.09% | Q2 2018 | Q3 2020 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2015 | 10 |
First Heartland Consultants, Inc. | 8 | 2 | 0.07% | 0.11% | 0.13% | Q2 2013 | Q4 2015 | 10 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2019 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Stratos Wealth Partners, LTD. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q2 2015 | 9 |
Rice Partnership, LLC | 6 | 1 | 0.12% | 0.14% | 0.16% | Q4 2017 | Q2 2020 | 9 |
Country Club Trust Company, n.a. | 9 | 9 | 0.20% | 0.28% | 0.38% | Q2 2013 | Q2 2015 | 9 |
Kore Private Wealth LLC | 8 | 1 | 0.01% | 0.07% | 0.11% | Q4 2018 | Q3 2021 | 9 |
Migdal Insurance & Financial Holdings Ltd. | 9 | 9 | 0.05% | 0.14% | 0.29% | Q4 2015 | Q4 2017 | 9 |
BREWIN DOLPHIN LTD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
CITY NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2015 | 9 |
Archford Capital Strategies, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 9 |
New Vernon Capital Holdings II LLC | 9 | 9 | 1.90% | 6.34% | 8.46% | Q3 2021 | Q3 2023 | 9 |
ALLIANCEBERNSTEIN L.P. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 9 |
SEI INVESTMENTS CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 9 |
CAPTRUST FINANCIAL ADVISORS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2022 | 9 |
Main Management LLC | 6 | 3 | 0.04% | 0.07% | 0.25% | Q2 2013 | Q3 2015 | 9 |
NorthCoast Asset Management LLC | 9 | 9 | 0.01% | 0.04% | 0.12% | Q3 2019 | Q3 2021 | 9 |
Baird Financial Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 8 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2019 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.11% | 0.19% | 0.29% | Q4 2020 | Q3 2023 | 8 |
Janney Montgomery Scott LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Henrickson Nauta Wealth Advisors, Inc. | 8 | 8 | 0.20% | 0.23% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Parallel Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 8 |
Horizon Investments, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 8 |
GAMCO INVESTORS, INC. ET AL | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Gateway Advisory, LLC | 8 | 8 | 0.17% | 0.25% | 0.30% | Q1 2014 | Q4 2015 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.13% | 0.15% | 0.19% | Q4 2019 | Q3 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Geneos Wealth Management Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2018 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2020 | 8 |
Bellecapital International Ltd. | 5 | 1 | 0.05% | 0.21% | 0.30% | Q4 2013 | Q2 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 8 |
XPONANCE, INC. | 6 | 1 | 0.31% | 2.54% | 3.97% | Q4 2013 | Q4 2019 | 8 |
STERNE AGEE GROUP, INC. | 7 | 7 | 0.10% | 0.15% | 0.25% | Q3 2013 | Q1 2015 | 7 |
BlackRock Fund Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q2 2022 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
RONALD BLUE & CO LLC | 7 | 7 | 0.01% | 0.52% | 3.02% | Q2 2013 | Q4 2014 | 7 |
Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
CSS LLC/IL | 6 | 1 | 0.01% | 0.05% | 0.10% | Q3 2018 | Q1 2021 | 7 |
Lido Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
1st Global Advisors, Inc. | 7 | 7 | 0.19% | 0.21% | 0.24% | Q2 2013 | Q4 2014 | 7 |
Dana Investment Advisors, Inc. | 4 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Financial Enhancement Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Exchange Capital Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
Mariner, LLC | 7 | 7 | 0.04% | 0.08% | 0.15% | Q1 2016 | Q3 2017 | 7 |
PITCAIRN CO | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Laffer Tengler Investments, Inc. | 7 | 7 | 0.00% | 0.56% | 1.02% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.05% | 0.10% | Q4 2016 | Q2 2018 | 7 |
Dorsey Wright & Associates | 7 | 7 | 0.07% | 1.19% | 1.66% | Q2 2013 | Q4 2014 | 7 |
Lenox Wealth Management, Inc. | 6 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q2 2020 | 7 |
HighVista Strategies LLC | 7 | 7 | 0.04% | 0.22% | 0.51% | Q1 2014 | Q3 2015 | 7 |
MEEDER ASSET MANAGEMENT INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 7 |
Castleview Partners, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 7 |
BLB&B Advisors, LLC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Kalos Management, Inc. | 7 | 7 | 0.10% | 0.12% | 0.18% | Q2 2020 | Q4 2021 | 7 |
1832 Asset Management L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 7 |
Glovista Investments LLC | 6 | 1 | 0.09% | 0.19% | 0.28% | Q1 2016 | Q4 2022 | 7 |
Evolution Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Waverly Advisors, LLC | 3 | 2 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2015 | 7 |
Argentus Capital Management, LLC | 5 | 2 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2016 | 7 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2018 | 6 |
Hudson Value Partners, LLC | 4 | 2 | 0.18% | 0.25% | 0.29% | Q4 2020 | Q3 2023 | 6 |
Ariel Investments | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2017 | 6 |
CREDIT AGRICOLE S A | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
Magnus Financial Group LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q2 2022 | 6 |
Arrow Investment Advisors, LLC | 5 | 1 | 0.87% | 2.02% | 2.46% | Q2 2013 | Q1 2016 | 6 |
Savant Capital, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Desjardins Global Asset Management Inc. | 5 | 1 | 0.00% | 0.11% | 0.21% | Q4 2021 | Q3 2023 | 6 |
MARCUARD FAMILY OFFICE LTD | 6 | 6 | 0.90% | 1.12% | 1.35% | Q2 2013 | Q3 2014 | 6 |
FARMERS & MERCHANTS INVESTMENTS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Rampart Investment Management Company, LLC | 4 | 2 | 0.17% | 0.27% | 0.67% | Q1 2019 | Q3 2020 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Moisand Fitzgerald Tamayo, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 6 | 0.00% | 0.08% | 0.24% | Q2 2022 | Q3 2023 | 6 |
NewEdge Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.09% | Q2 2021 | Q3 2023 | 6 |
Spruce Investment Advisors LLC | 6 | 6 | 1.14% | 1.61% | 2.25% | Q3 2014 | Q4 2015 | 6 |
TRIANGLE PEAK PARTNERS, LP | 6 | 6 | 0.26% | 0.87% | 1.99% | Q2 2014 | Q3 2015 | 6 |
SIGNATUREFD, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2020 | 6 |
WESBANCO BANK INC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 6 |
Greytown Advisors Inc. | 6 | 6 | 0.22% | 1.58% | 2.10% | Q4 2016 | Q1 2018 | 6 |
Good Harbor Financial, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2015 | 6 |
Robinson Value Management, Ltd. | 6 | 6 | 0.18% | 0.22% | 0.23% | Q2 2017 | Q3 2018 | 6 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q1 2017 | 6 |
DRW Securities, LLC | 3 | 1 | 0.02% | 0.11% | 0.21% | Q1 2018 | Q3 2021 | 6 |
Baker Ellis Asset Management LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 6 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2021 | 6 |
Crabel Capital Management, LLC | 2 | 1 | 0.06% | 0.12% | 0.20% | Q4 2017 | Q2 2023 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
ACIMA PRIVATE WEALTH, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 5 |
MUFG Americas Holdings Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2013 | 5 |
Ledyard National Bank | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.16% | 0.18% | 0.20% | Q2 2019 | Q2 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Investors Research Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DAVENPORT & Co LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2015 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
HUSSMAN STRATEGIC ADVISORS, INC. | 5 | 5 | 0.06% | 0.11% | 0.14% | Q2 2013 | Q2 2014 | 5 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
LGL PARTNERS, LLC | 5 | 5 | 0.11% | 0.14% | 0.15% | Q2 2018 | Q2 2019 | 5 |
One Capital Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 5 |
Ameliora Wealth Management Ltd. | 3 | 2 | 0.27% | 0.67% | 1.11% | Q4 2021 | Q3 2023 | 5 |
BROWN BROTHERS HARRIMAN & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 5 |
Balentine LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ADIRONDACK TRUST CO | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 5 |
Cambridge Investment Research Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2021 | 5 |
COOKSON PEIRCE & CO INC | 5 | 5 | 0.10% | 0.13% | 0.15% | Q4 2013 | Q4 2014 | 5 |
Integrated Wealth Concepts LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 5 |
Clark Capital Management Group, Inc. | 2 | 1 | 0.05% | 0.53% | 1.29% | Q2 2013 | Q3 2018 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Sandy Spring Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
LITTLE HOUSE CAPITAL LLC | 5 | 5 | 0.20% | 0.52% | 0.67% | Q4 2018 | Q4 2019 | 5 |
Connectus Wealth, LLC | 2 | 1 | 0.00% | 0.01% | 0.05% | Q1 2022 | Q3 2023 | 5 |
Tower View Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2023 | 5 |
swisspartners Advisors Ltd | 4 | 1 | 0.16% | 0.43% | 1.48% | Q4 2019 | Q2 2022 | 5 |
Wolf Group Capital Advisors | 5 | 5 | 1.06% | 1.42% | 1.60% | Q3 2017 | Q3 2018 | 5 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Bluefin Trading, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q4 2018 | 4 |
Beacon Harbor Wealth Advisors, Inc. | 4 | 4 | 1.74% | 1.91% | 2.23% | Q3 2019 | Q2 2020 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
EHP Funds Inc. | 4 | 4 | 0.16% | 0.19% | 0.23% | Q3 2022 | Q2 2023 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Karp Capital Management Corp | 4 | 4 | 0.16% | 0.22% | 0.25% | Q4 2020 | Q3 2021 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cypress Capital, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q2 2022 | 4 |
Natixis Investment Managers International | 2 | 2 | 0.08% | 0.15% | 0.28% | Q2 2015 | Q3 2016 | 4 |
PACIFIC FINANCIAL GROUP INC | 4 | 4 | 0.46% | 0.57% | 0.69% | Q1 2019 | Q4 2019 | 4 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.04% | 0.24% | 0.44% | Q4 2019 | Q2 2023 | 4 |
Koshinski Asset Management, Inc. | 4 | 4 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q3 2019 | 4 |
Covestor Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
BlackRock Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 4 |
TUDOR INVESTMENT CORP ET AL | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.17% | 0.20% | 0.23% | Q4 2016 | Q4 2017 | 4 |
AlphaCentric Advisors LLC | 3 | 1 | 0.01% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.14% | 0.17% | 0.25% | Q4 2022 | Q3 2023 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 1 | 0.16% | 0.18% | 0.22% | Q4 2013 | Q2 2015 | 4 |
Apollon Wealth Management, LLC | 2 | 2 | 0.05% | 0.08% | 0.13% | Q2 2021 | Q2 2022 | 4 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 4 |
Spot Trading L.L.C | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 4 |
RMB Capital Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2019 | 4 |
Itau Unibanco Holding S.A. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q1 2022 | 4 |
FORESTERS ASSET MANAGEMENT INC. | 4 | 4 | 0.20% | 0.25% | 0.30% | Q2 2016 | Q1 2017 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.01% | 0.17% | 0.49% | Q1 2017 | Q1 2018 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.90% | 1.02% | 1.09% | Q4 2013 | Q3 2014 | 4 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2022 | 4 |
Accuvest Global Advisors | 2 | 1 | 0.04% | 0.99% | 2.71% | Q2 2013 | Q2 2021 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Jacobi Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 4 |
TD Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Barrett Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Counsel Portfolio Services Inc. | 2 | 1 | 0.17% | 0.29% | 0.49% | Q2 2014 | Q2 2015 | 3 |
55I, LLC | 3 | 3 | 0.24% | 0.26% | 0.29% | Q2 2019 | Q4 2019 | 3 |
Visionary Asset Management, Inc. | 2 | 1 | 0.01% | 0.08% | 0.13% | Q2 2013 | Q4 2014 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.07% | 0.15% | Q2 2019 | Q3 2020 | 3 |
PEAK FINANCIAL ADVISORS LLC | 3 | 3 | 0.23% | 0.26% | 0.31% | Q2 2021 | Q4 2021 | 3 |
StoneX Group Inc. | 2 | 1 | 0.38% | 1.37% | 2.65% | Q2 2021 | Q1 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.04% | 0.05% | Q4 2016 | Q3 2022 | 3 |
ROOSEVELT INVESTMENT GROUP LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2013 | 3 |
Keebeck Wealth Management, LLC | 3 | 3 | 0.02% | 0.15% | 0.23% | Q4 2019 | Q2 2020 | 3 |
Polianta Ltd | 2 | 1 | 6.37% | 6.88% | 7.71% | Q3 2021 | Q3 2023 | 3 |
XL Group Investments Ltd | 3 | 3 | 2.11% | 2.17% | 2.26% | Q4 2016 | Q2 2017 | 3 |
Asset Dedication, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2016 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Dunvegan Associates, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q4 2015 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.51% | 0.52% | 0.53% | Q1 2022 | Q3 2022 | 3 |
Lumature Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Capital Bank & Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
VALLEY NATIONAL ADVISERS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Capstone Investment Advisors (Netherlands), B.V. | 3 | 3 | 1.22% | 1.70% | 2.07% | Q4 2016 | Q2 2017 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2023 | 3 |
WEDBUSH SECURITIES INC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q4 2017 | 3 |
Lebenthal Asset Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q4 2016 | 3 |
BARING ASSET MANAGEMENT Ltd | 3 | 3 | 0.09% | 0.19% | 0.25% | Q1 2016 | Q3 2016 | 3 |
BerganKDV Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 3 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2017 | 3 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 3 | 3 | 0.18% | 0.30% | 0.47% | Q3 2021 | Q1 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Equitable Holdings, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
NatWest Group plc | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2013 | 3 |
HAP Trading, LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q2 2022 | 3 |
Julex Capital Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Knollwood Investment Advisory, LLC | 3 | 3 | 0.93% | 1.44% | 1.74% | Q4 2022 | Q2 2023 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 3 |
PICTET ASSET MANAGEMENT LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
CX Institutional | 3 | 3 | 0.70% | 0.73% | 0.80% | Q1 2023 | Q3 2023 | 3 |
RUSSELL FRANK CO/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 3 |
Tortoise Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Bank Pictet & Cie (Europe) AG | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Pasadena Private Wealth, LLC | 3 | 3 | 1.60% | 1.66% | 1.71% | Q2 2021 | Q4 2021 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.19% | 0.25% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EWG Elevate Inc. | 1 | 1 | 1.61% | 1.74% | 1.93% | Q4 2019 | Q3 2021 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 2 |
NATIXIS ADVISORS, L.P. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2015 | Q4 2015 | 2 |
WealthOne, LLC | 1 | 1 | 0.09% | 0.15% | 0.22% | Q4 2018 | Q2 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MARVIN & PALMER ASSOCIATES INC | 2 | 2 | 0.51% | 0.79% | 1.07% | Q2 2023 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Clarius Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
McKinley Carter Wealth Services, Inc. | 2 | 2 | 0.21% | 0.22% | 0.24% | Q3 2013 | Q4 2013 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
FDO Partners, LLC | 1 | 1 | 0.77% | 16.48% | 32.18% | Q3 2017 | Q1 2018 | 2 |
Cullen Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
PEAK6 Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
CCM INVESTMENT ADVISERS LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 2 | 2 | 0.47% | 0.48% | 0.49% | Q2 2023 | Q3 2023 | 2 |
Cardan Capital Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Focused Wealth Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 2 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Hugh Johnson Advisors LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q2 2019 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2014 | 2 |
Trek Financial, LLC | 2 | 2 | 0.14% | 0.19% | 0.23% | Q2 2021 | Q3 2021 | 2 |
NEW YORK STATE COMMON RETIREMENT FUND | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2015 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 2 |
QUANTUM CAPITAL MANAGEMENT | 2 | 2 | 0.17% | 0.33% | 0.49% | Q2 2020 | Q3 2020 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Sepio Capital, LP | 2 | 2 | 0.12% | 0.28% | 0.44% | Q1 2022 | Q2 2022 | 2 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q2 2014 | 2 |
SEI TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 2 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.17% | 1.24% | 2.30% | Q2 2013 | Q2 2019 | 2 |
Trexquant Investment LP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Idaho Trust Bank | 2 | 2 | 1.00% | 1.01% | 1.01% | Q2 2023 | Q3 2023 | 2 |
GenTrust, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Euclid Advisors LLC | 1 | 1 | 0.26% | 0.26% | 0.27% | Q3 2014 | Q2 2015 | 2 |
Alaska Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 2 |
Richard C. Young & CO., LTD. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.25% | 0.56% | 0.87% | Q4 2016 | Q4 2020 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2015 | 2 |
qPULA Trading Management LP | 2 | 2 | 0.49% | 0.73% | 0.97% | Q4 2020 | Q1 2021 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Lee Financial Co | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
BPV Resources, LLC | 2 | 2 | 8.90% | 9.00% | 9.09% | Q1 2015 | Q2 2015 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 2 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 2 |
Claybrook Capital, LLC | 2 | 2 | 0.50% | 0.69% | 0.88% | Q3 2021 | Q4 2021 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Nuveen Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q3 2016 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q3 2013 | Q4 2013 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q4 2021 | 2 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Financial & Tax Architects, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Friedenthal Financial | 1 | 1 | 3.54% | 3.54% | 3.54% | Q3 2021 | Q3 2021 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2021 | Q3 2021 | 1 |
F-Squared Investment Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2014 | Q3 2014 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2018 | Q1 2018 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Saturna Capital CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Graypoint LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EnTrustPermal Management LLC | 1 | 1 | 2.72% | 2.72% | 2.72% | Q1 2015 | Q1 2015 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2021 | Q1 2021 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2021 | Q1 2021 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2018 | Q1 2018 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Highmount Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2018 | Q3 2018 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2021 | Q2 2021 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2013 | Q2 2013 | 1 |
TCG Advisors, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q2 2010 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2021 | Q4 2021 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
STEPH & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2019 | Q3 2019 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2021 | Q2 2021 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
VIEWPOINT INVESTMENT PARTNERS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Alpine Group USVI, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2017 | Q2 2017 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CPWM, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Legacy CG, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 3.37% | 3.37% | 3.37% | Q4 2021 | Q4 2021 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 3.19% | 3.19% | 3.19% | Q4 2012 | Q4 2012 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 3.94% | 3.94% | 3.94% | Q4 2021 | Q4 2021 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
CUMBERLAND ADVISORS INC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q2 2013 | Q2 2013 | 1 |
4Thought Financial Group Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Taikang Asset Management (Hong Kong) Co Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
NORTHERN TRUST CO OF CONNECTICUT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2017 | Q2 2017 | 1 |
Karpus Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2012 | Q1 2012 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2013 | Q2 2013 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Sparta 24 Ltd. | 1 | 1 | 4.38% | 4.38% | 4.38% | Q2 2023 | Q2 2023 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Rye Brook Capital LLC | 1 | 1 | 3.60% | 3.60% | 3.60% | Q4 2020 | Q4 2020 | 1 |
SYON CAPITAL LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q3 2023 | Q3 2023 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.