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 | 125 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.09% | Q1 2012 | Q3 2023 | 92 |
BARCLAYS PLC | 35 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 92 |
Citadel Advisors | 39 | 39 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 89 |
Cutler Group LLC / CA | 18 | 1 | 0.00% | 0.01% | 0.19% | Q4 2015 | Q3 2023 | 67 |
Walleye Trading LLC | 17 | 2 | 0.00% | 0.01% | 0.20% | Q2 2013 | Q1 2022 | 66 |
JANE STREET GROUP, LLC | 20 | 1 | 0.00% | 0.01% | 0.27% | Q1 2014 | Q3 2023 | 54 |
Parallax Volatility Advisers, L.P. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 52 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 51 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 48 |
RAYMOND JAMES & ASSOCIATES | 31 | 5 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 43 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Counsel, Inc | 42 | 42 | 0.15% | 0.27% | 0.39% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
TOTH FINANCIAL ADVISORY CORP | 42 | 42 | 0.00% | 1.22% | 2.18% | Q2 2013 | Q3 2023 | 42 |
FIRST UNITED BANK & TRUST | 42 | 42 | 0.12% | 0.61% | 1.33% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.08% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
North Star Investment Management Corp. | 24 | 17 | 0.00% | 0.11% | 0.71% | Q2 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
Raymond James Financial Services Advisors, Inc. | 33 | 5 | 0.00% | 0.05% | 0.30% | Q1 2014 | Q3 2023 | 38 |
ENVESTNET ASSET MANAGEMENT INC | 23 | 5 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 38 |
Advisory Services Network, LLC | 21 | 4 | 0.00% | 0.06% | 0.34% | Q4 2013 | Q3 2023 | 37 |
Cambridge Investment Research Advisors, Inc. | 37 | 37 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2023 | 37 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30 | 7 | 0.00% | 0.14% | 0.60% | Q1 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Cetera Advisors LLC | 36 | 36 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 36 |
Kistler-Tiffany Companies, LLC | 22 | 5 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2023 | 36 |
TWO SIGMA SECURITIES, LLC | 14 | 1 | 0.00% | 0.05% | 0.37% | Q4 2016 | Q3 2023 | 35 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2023 | 35 |
Private Advisor Group, LLC | 24 | 3 | 0.01% | 0.04% | 0.53% | Q2 2014 | Q3 2023 | 34 |
BNP PARIBAS FINANCIAL MARKETS | 19 | 7 | 0.00% | 0.04% | 0.12% | Q1 2015 | Q3 2023 | 33 |
KCM INVESTMENT ADVISORS LLC | 23 | 4 | 0.01% | 0.07% | 0.12% | Q4 2014 | Q3 2023 | 33 |
Tower Research Capital LLC (TRC) | 24 | 1 | 0.00% | 0.12% | 0.57% | Q3 2014 | Q3 2023 | 33 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 32 | 32 | 0.00% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 32 |
Hudock, Inc. | 21 | 10 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.03% | 0.33% | Q1 2016 | Q3 2023 | 31 |
Spot Trading L.L.C | 9 | 3 | 0.00% | 0.02% | 0.22% | Q2 2013 | Q2 2016 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 31 |
CREDIT SUISSE AG/ | 17 | 3 | 0.00% | 0.02% | 0.07% | Q1 2013 | Q2 2021 | 31 |
StrategIQ Financial Group, LLC | 30 | 30 | 0.06% | 0.20% | 0.62% | Q2 2016 | Q3 2023 | 30 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 23 | 1 | 0.00% | 0.04% | 0.11% | Q2 2014 | Q3 2023 | 29 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2023 | 29 |
Allworth Financial LP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
HighTower Advisors, LLC | 12 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 28 |
Cetera Advisor Networks LLC | 14 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 27 |
OPTIMUM INVESTMENT ADVISORS | 23 | 4 | 0.02% | 0.04% | 0.05% | Q2 2014 | Q3 2023 | 27 |
IFP Advisors, Inc | 14 | 1 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 27 |
SCOTIA CAPITAL INC. | 19 | 8 | 0.02% | 0.04% | 0.07% | Q1 2015 | Q4 2022 | 27 |
First Allied Advisory Services, Inc. | 24 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2020 | 27 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 1 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q4 2019 | 27 |
MURPHY CAPITAL MANAGEMENT INC | 13 | 5 | 0.03% | 0.04% | 0.11% | Q2 2014 | Q2 2022 | 26 |
WP Advisors, LLC | 13 | 13 | 0.11% | 0.17% | 0.26% | Q4 2016 | Q3 2023 | 26 |
Patten Group, Inc. | 19 | 1 | 0.06% | 0.08% | 0.11% | Q4 2014 | Q4 2021 | 26 |
MILLENNIUM MANAGEMENT LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 26 |
Winslow, Evans & Crocker, Inc. | 16 | 9 | 0.00% | 0.04% | 0.16% | Q4 2013 | Q4 2020 | 25 |
TWO SIGMA ADVISERS, LP | 20 | 1 | 0.00% | 0.02% | 0.09% | Q3 2014 | Q1 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 15 | 10 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
Sage Capital Advisors,llc | 19 | 5 | 0.31% | 0.49% | 0.82% | Q3 2017 | Q3 2023 | 24 |
OPPENHEIMER & CO INC | 7 | 1 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 15 | 9 | 0.00% | 0.03% | 0.11% | Q2 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Sigma Planning Corp | 13 | 1 | 0.01% | 0.04% | 0.16% | Q4 2014 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
STIFEL FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.05% | Q4 2014 | Q3 2023 | 24 |
CHATHAM CAPITAL GROUP, INC. | 23 | 23 | 0.07% | 0.11% | 0.17% | Q3 2014 | Q1 2020 | 23 |
NEXT Financial Group, Inc | 13 | 4 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q4 2021 | 23 |
SG Americas Securities, LLC | 13 | 1 | 0.00% | 0.10% | 0.34% | Q2 2013 | Q2 2020 | 23 |
HSBC HOLDINGS PLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2021 | 23 |
Ayalon Insurance Comp Ltd. | 12 | 2 | 0.02% | 1.10% | 2.64% | Q1 2015 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2021 | 22 |
Carroll Financial Associates, Inc. | 22 | 22 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q4 2021 | 22 |
CWM, LLC | 13 | 1 | 0.00% | 0.00% | 0.05% | Q4 2015 | Q3 2023 | 22 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 20 | 1 | 0.02% | 0.04% | 0.21% | Q4 2014 | Q3 2023 | 21 |
Clarus Wealth Advisors | 15 | 2 | 0.09% | 0.72% | 1.19% | Q4 2017 | Q2 2023 | 21 |
McGuire Investment Group, LLC | 21 | 21 | 0.53% | 1.11% | 2.88% | Q3 2018 | Q3 2023 | 21 |
CUMBERLAND ADVISORS INC | 11 | 3 | 0.84% | 2.74% | 5.68% | Q2 2013 | Q4 2019 | 21 |
BANQUE PICTET & CIE SA | 18 | 1 | 0.01% | 0.06% | 0.19% | Q4 2013 | Q1 2021 | 21 |
FMR 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 |
Quantitative Investment Management, LLC | 8 | 1 | 0.01% | 0.15% | 0.42% | Q2 2013 | Q3 2023 | 21 |
VICUS CAPITAL | 20 | 20 | 0.08% | 0.19% | 0.27% | Q4 2014 | Q3 2019 | 20 |
Private Wealth Advisors, LLC | 20 | 20 | 0.09% | 0.46% | 1.72% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Ifrah Financial Services, Inc. | 13 | 3 | 0.06% | 0.15% | 0.33% | Q3 2014 | Q1 2022 | 20 |
CHARTIST INC /CA/ | 10 | 1 | 0.43% | 1.76% | 3.59% | Q2 2013 | Q3 2018 | 20 |
Capital Analysts, LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 20 |
Florin Court Capital LLP | 13 | 1 | 0.13% | 1.39% | 11.96% | Q4 2016 | Q2 2023 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 0.34% | 0.38% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Ironwood Financial, llc | 12 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2021 | 19 |
MEITAV INVESTMENT HOUSE LTD | 9 | 1 | 0.00% | 0.18% | 1.79% | Q4 2017 | Q2 2023 | 19 |
B. Riley Wealth Advisors, Inc. | 13 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 19 |
AlphaMark Advisors, LLC | 11 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 19 |
Sandy Spring Bank | 17 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 19 |
Twin Tree Management, LP | 8 | 1 | 0.00% | 0.06% | 0.27% | Q3 2017 | Q1 2022 | 19 |
CX Institutional | 17 | 1 | 0.00% | 0.16% | 0.31% | Q3 2018 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2017 | 18 |
HRT FINANCIAL LP | 12 | 1 | 0.03% | 0.54% | 2.89% | Q2 2015 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 18 |
BAROMETER CAPITAL MANAGEMENT INC. | 6 | 1 | 0.01% | 0.26% | 0.59% | Q4 2013 | Q1 2022 | 18 |
SIGNATUREFD, LLC | 17 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 18 |
MONTAG A & ASSOCIATES INC | 12 | 5 | 0.01% | 0.04% | 0.11% | Q3 2017 | Q3 2023 | 17 |
Institute for Wealth Management, LLC. | 13 | 4 | 0.05% | 0.09% | 0.11% | Q1 2019 | Q3 2023 | 17 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q1 2022 | 17 |
CENTRAL TRUST Co | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2019 | 17 |
VALLEY NATIONAL ADVISERS INC | 14 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2020 | 17 |
NewEdge Advisors, LLC | 7 | 4 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 17 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Archford Capital Strategies, LLC | 13 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8 | 2 | 0.03% | 0.08% | 0.22% | Q1 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q4 2016 | 15 |
GenWealth Group, Inc. | 15 | 15 | 0.09% | 0.15% | 0.25% | Q2 2017 | Q4 2020 | 15 |
Capital Advisors, Ltd. LLC | 15 | 15 | 0.30% | 0.44% | 0.51% | Q1 2020 | Q3 2023 | 15 |
WESPAC Advisors, LLC | 6 | 2 | 0.18% | 1.05% | 2.25% | Q1 2014 | Q1 2022 | 15 |
FIFTH THIRD BANCORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 15 |
TCI Wealth Advisors, Inc. | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2023 | 14 |
Equitable Holdings, Inc. | 13 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 14 |
INVESTMENT CENTERS OF AMERICA INC | 14 | 14 | 0.03% | 0.06% | 0.13% | Q2 2014 | Q3 2017 | 14 |
TRUIST FINANCIAL CORP | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
STRATEGIC WEALTH MANAGEMENT INC | 11 | 1 | 1.77% | 3.80% | 10.32% | Q1 2014 | Q2 2019 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q3 2022 | 14 |
ATLAS CAPITAL ADVISORS LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
DEUTSCHE BANK AG\ | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2021 | 14 |
Madden Advisory Services, Inc. | 13 | 1 | 0.11% | 0.29% | 0.42% | Q2 2013 | Q1 2017 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
AFFINITY WEALTH MANAGEMENT LLC | 6 | 1 | 0.04% | 4.30% | 10.05% | Q4 2014 | Q1 2022 | 13 |
Virtu Financial LLC | 5 | 1 | 0.02% | 0.23% | 0.54% | Q4 2013 | Q4 2019 | 13 |
Nikulski Financial, Inc. | 13 | 13 | 0.29% | 0.42% | 0.58% | Q3 2020 | Q3 2023 | 13 |
CIBC WORLD MARKET INC. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2021 | 13 |
Archer Investment Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
NVWM, LLC | 9 | 1 | 0.11% | 0.43% | 1.17% | Q4 2017 | Q4 2022 | 13 |
Migdal Insurance & Financial Holdings Ltd. | 9 | 4 | 0.14% | 0.77% | 1.89% | Q4 2016 | Q2 2021 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 3 | 0.04% | 0.10% | 0.18% | Q4 2013 | Q1 2018 | 13 |
Sugarloaf Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
Miracle Mile Advisors, LLC | 12 | 12 | 0.12% | 0.55% | 0.80% | Q4 2020 | Q3 2023 | 12 |
KEYBANK NATIONAL ASSOCIATION/OH | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2015 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
LINCOLN NATIONAL CORP | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
PEAK6 Investments LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2018 | 12 |
Private Portfolio Partners LLC | 12 | 12 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 1.95% | 2.80% | 4.16% | Q4 2020 | Q3 2023 | 12 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q1 2017 | 12 |
Bogart Wealth, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Patriot Financial Group Insurance Agency, LLC | 8 | 4 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2020 | 12 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2017 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Capital Directions Investment Advisors, LLC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 12 |
BLAIR WILLIAM & CO/IL | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 12 |
Somerset Group LLC | 12 | 12 | 0.42% | 1.68% | 2.17% | Q3 2013 | Q2 2016 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.07% | 1.03% | 1.92% | Q4 2020 | Q3 2023 | 12 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 8 | 4 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 12 |
Aptus Capital Advisors, LLC | 7 | 5 | 0.00% | 0.04% | 0.29% | Q2 2019 | Q3 2023 | 12 |
HCR Wealth Advisors | 7 | 5 | 0.01% | 0.12% | 0.28% | Q2 2017 | Q4 2020 | 12 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.03% | 0.29% | 0.63% | Q2 2015 | Q2 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Financial Architects, Inc | 12 | 12 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q2 2020 | 12 |
FMA ADVISORY INC | 11 | 11 | 0.29% | 0.32% | 0.38% | Q1 2017 | Q3 2019 | 11 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2017 | 11 |
Providence First Trust Co | 11 | 11 | 0.12% | 0.14% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Founders Financial Alliance, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
PITTENGER & ANDERSON INC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2016 | 11 |
Richard Bernstein Advisors LLC | 11 | 11 | 0.00% | 0.94% | 1.52% | Q2 2020 | Q4 2022 | 11 |
WASHBURN CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.65% | 2.45% | 5.77% | Q1 2021 | Q3 2023 | 11 |
Psagot Value Holdings Ltd. | 11 | 11 | 0.02% | 0.43% | 0.68% | Q2 2013 | Q4 2015 | 11 |
STEPHENS INC /AR/ | 4 | 3 | 0.01% | 0.07% | 0.14% | Q1 2014 | Q2 2021 | 11 |
DIVIDEND ASSETS CAPITAL, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Focused Wealth Management, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.13% | Q1 2021 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
L & S Advisors Inc | 5 | 1 | 0.02% | 0.13% | 0.31% | Q1 2014 | Q2 2021 | 10 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.03% | 0.24% | 0.70% | Q4 2014 | Q1 2019 | 10 |
Venturi Wealth Management, LLC | 5 | 2 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 10 |
Wealthstreet Investment Advisors, LLC | 6 | 4 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q1 2021 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 10 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.01% | 0.10% | Q3 2017 | Q3 2023 | 10 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 10 | 10 | 0.09% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2020 | 10 |
OARSMAN CAPITAL, INC. | 10 | 10 | 0.13% | 0.18% | 0.20% | Q2 2013 | Q3 2015 | 10 |
Sunbelt Securities, Inc. | 7 | 1 | 0.00% | 0.06% | 0.10% | Q4 2016 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 10 |
BROWN BROTHERS HARRIMAN & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Baird Financial Group, Inc. | 8 | 2 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q2 2022 | 10 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.01% | 0.21% | 0.55% | Q4 2016 | Q1 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.03% | 1.03% | 2.36% | Q2 2021 | Q3 2023 | 10 |
LifeSteps Financial, Inc. | 9 | 1 | 0.20% | 0.54% | 0.76% | Q4 2020 | Q2 2023 | 10 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2014 | 10 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Carlson Capital Management | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 9 |
ProVise Management Group, LLC | 9 | 9 | 0.03% | 0.07% | 0.12% | Q3 2020 | Q3 2022 | 9 |
Asset Dedication, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Indie Asset Partners, LLC | 9 | 9 | 0.92% | 1.31% | 1.53% | Q3 2021 | Q3 2023 | 9 |
Sequoia Financial Advisors, LLC | 9 | 9 | 0.10% | 0.16% | 0.20% | Q4 2013 | Q4 2015 | 9 |
626 Financial, LLC | 8 | 1 | 0.69% | 0.99% | 1.18% | Q1 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.02% | 0.20% | Q2 2021 | Q3 2023 | 9 |
CENTAURUS FINANCIAL, INC. | 7 | 1 | 0.01% | 0.07% | 0.25% | Q2 2018 | Q2 2023 | 9 |
Global Wealth Management Investment Advisory, Inc. | 9 | 9 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q4 2020 | 9 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 0.09% | 0.37% | Q4 2013 | Q4 2018 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q4 2021 | 9 |
SVB WEALTH LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Teamwork Financial Advisors, LLC | 8 | 8 | 0.11% | 0.26% | 0.43% | Q2 2020 | Q1 2022 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.07% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 8 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Brookstone Capital Management | 3 | 1 | 0.00% | 1.25% | 2.78% | Q4 2013 | Q4 2020 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 8 |
WFG Advisors, LP | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 8 |
Thrive Capital Management, LLC | 8 | 8 | 1.11% | 1.25% | 1.59% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.60% | 0.64% | 0.67% | Q4 2021 | Q3 2023 | 8 |
SUNTRUST BANKS INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2017 | 8 |
Independent Portfolio Consultants, Inc. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2017 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.40% | 0.49% | 0.54% | Q4 2021 | Q3 2023 | 8 |
SNS Financial Group, LLC | 4 | 4 | 0.06% | 0.43% | 0.84% | Q4 2013 | Q2 2021 | 8 |
AlphaCore Capital LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
AdvisorNet Financial, Inc | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 8 |
Golden State Wealth Management, LLC | 4 | 1 | 0.01% | 0.08% | 0.32% | Q1 2019 | Q1 2022 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 8 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q2 2020 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.02% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FDx Advisors, Inc. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 8 |
M&T BANK CORP | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2016 | 8 |
Bray Capital Advisors | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2019 | 8 |
Stratos Wealth Partners, LTD. | 4 | 1 | 0.00% | 0.03% | 0.09% | Q1 2015 | Q1 2021 | 8 |
Prospera Financial Services Inc | 8 | 8 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q2 2022 | 8 |
MOORE CAPITAL MANAGEMENT, LP | 5 | 1 | 0.01% | 0.18% | 1.06% | Q1 2014 | Q1 2022 | 8 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.06% | 0.53% | 1.15% | Q4 2013 | Q1 2021 | 8 |
NATIXIS | 7 | 7 | 0.12% | 0.27% | 0.58% | Q3 2016 | Q1 2018 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.25% | 0.36% | 0.59% | Q4 2021 | Q2 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 1 | 0.01% | 0.01% | 0.05% | Q4 2016 | Q3 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q1 2021 | 7 |
Round Table Services, LLC | 7 | 7 | 0.06% | 1.31% | 1.83% | Q1 2021 | Q3 2022 | 7 |
Belpointe Asset Management LLC | 5 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 7 |
FNY Managed Accounts LLC | 4 | 2 | 0.00% | 0.09% | 0.29% | Q1 2015 | Q2 2017 | 7 |
J.W. COLE ADVISORS, INC. | 4 | 3 | 0.02% | 0.12% | 0.21% | Q3 2020 | Q2 2022 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
D L CARLSON INVESTMENT GROUP INC | 7 | 7 | 0.20% | 0.49% | 0.97% | Q4 2015 | Q2 2017 | 7 |
Karp Capital Management Corp | 4 | 1 | 0.02% | 1.55% | 3.60% | Q4 2014 | Q3 2018 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.03% | 0.09% | 0.17% | Q2 2013 | Q4 2014 | 7 |
Weatherstone Capital Management | 6 | 1 | 0.12% | 0.42% | 1.07% | Q4 2013 | Q3 2018 | 7 |
Cresset Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
RAY GERALD L & ASSOCIATES LTD | 7 | 7 | 0.04% | 0.07% | 0.10% | Q4 2014 | Q2 2016 | 7 |
REGIONS FINANCIAL CORP | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 7 |
TOBIAS FINANCIAL ADVISORS, INC. | 6 | 1 | 0.10% | 3.60% | 4.56% | Q2 2020 | Q1 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Clal Insurance Enterprises Holdings Ltd | 7 | 7 | 0.03% | 1.37% | 3.40% | Q4 2014 | Q2 2016 | 7 |
SHEETS SMITH WEALTH MANAGEMENT | 7 | 7 | 0.05% | 0.06% | 0.06% | Q4 2016 | Q2 2018 | 7 |
LEUTHOLD GROUP, LLC | 7 | 7 | 0.05% | 0.11% | 0.25% | Q1 2022 | Q3 2023 | 7 |
BOYS ARNOLD & CO INC | 7 | 7 | 0.06% | 0.12% | 0.16% | Q2 2013 | Q4 2014 | 7 |
Apeiron RIA LLC | 5 | 2 | 0.08% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 7 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2021 | 7 |
ASSETMARK, INC | 3 | 2 | 0.00% | 0.15% | 0.69% | Q4 2015 | Q4 2021 | 7 |
Strategic Blueprint, LLC | 6 | 1 | 0.02% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 7 |
Pettinga Financial Advisors LLC | 5 | 2 | 0.06% | 0.39% | 1.15% | Q4 2018 | Q3 2021 | 7 |
Snowden Capital Advisors LLC | 5 | 2 | 0.10% | 0.16% | 0.19% | Q2 2020 | Q1 2022 | 7 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.02% | 0.06% | 0.24% | Q1 2018 | Q2 2023 | 6 |
WOLFF WIESE MAGANA LLC | 6 | 6 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q1 2022 | 6 |
BECK CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.08% | 0.34% | 1.60% | Q3 2018 | Q1 2022 | 6 |
Atria Investments, Inc | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2021 | 6 |
Clear Perspective Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2018 | 6 |
DAVENPORT & Co LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2021 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2018 | Q3 2019 | 6 |
RiverFront Investment Group, LLC | 4 | 2 | 0.10% | 0.97% | 1.97% | Q3 2010 | Q4 2014 | 6 |
Willingdon Wealth Management | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
MCDANIEL TERRY & CO | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
COMERICA SECURITIES INC | 5 | 1 | 0.22% | 0.27% | 0.34% | Q4 2013 | Q4 2016 | 6 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.24% | 1.13% | Q1 2015 | Q1 2017 | 6 |
Pflug Koory, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Financial Insights, Inc. | 6 | 6 | 0.16% | 0.19% | 0.21% | Q4 2020 | Q1 2022 | 6 |
COLUMBIA CAPITAL LLC | 6 | 6 | 0.13% | 0.81% | 1.21% | Q3 2013 | Q4 2014 | 6 |
TD Waterhouse Canada Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
FundX Investment Group, LLC | 3 | 1 | 0.16% | 2.27% | 3.33% | Q4 2013 | Q1 2017 | 6 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 1 | 0.36% | 0.83% | 1.52% | Q2 2016 | Q4 2021 | 6 |
PEAK6 Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2015 | 6 |
Edge Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 6 |
MATRIX PRIVATE CAPITAL GROUP LLC | 6 | 6 | 0.05% | 0.08% | 0.13% | Q1 2021 | Q2 2022 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 6 |
High Falls Advisors, Inc | 3 | 1 | 0.20% | 0.24% | 0.27% | Q4 2016 | Q2 2021 | 6 |
BANK OF NOVA SCOTIA | 3 | 1 | 0.09% | 0.25% | 0.40% | Q4 2014 | Q4 2018 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 6 | 6 | 0.11% | 0.13% | 0.18% | Q4 2020 | Q1 2022 | 6 |
Regal Investment Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2015 | 6 |
MinichMacGregor Wealth Management, LLC | 4 | 1 | 0.00% | 2.38% | 3.75% | Q4 2016 | Q4 2022 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
PATRON PARTNERS, LLC | 6 | 6 | 0.26% | 0.27% | 0.31% | Q4 2020 | Q1 2022 | 6 |
TUDOR INVESTMENT CORP ET AL | 6 | 6 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q1 2023 | 6 |
SPC Financial, Inc. | 5 | 1 | 0.27% | 0.97% | 1.54% | Q1 2014 | Q1 2020 | 6 |
Kovack Advisors, Inc. | 5 | 1 | 0.08% | 0.14% | 0.41% | Q1 2016 | Q3 2023 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.24% | 0.24% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Verition Fund Management LLC | 2 | 1 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q1 2020 | 6 |
Advocacy Wealth Management Services, LLC | 6 | 6 | 0.00% | 0.92% | 1.68% | Q1 2021 | Q2 2022 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Lehman & Derafelo Financial Resources LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
RPg Family Wealth Advisory, LLC | 5 | 1 | 0.10% | 0.17% | 0.27% | Q4 2020 | Q2 2022 | 6 |
HERSHEY TRUST CO | 6 | 6 | 0.06% | 0.15% | 0.19% | Q1 2021 | Q2 2022 | 6 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Placemark Investments, Inc. | 4 | 1 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q4 2014 | 5 |
IFC Holdings Incorporated/FL | 5 | 5 | 0.02% | 0.38% | 0.71% | Q4 2016 | Q4 2017 | 5 |
Winch Advisory Services, LLC | 5 | 5 | 0.58% | 1.85% | 5.66% | Q1 2014 | Q1 2015 | 5 |
StoneX Group Inc. | 4 | 1 | 0.05% | 0.16% | 0.58% | Q4 2019 | Q2 2021 | 5 |
Country Club Trust Company, n.a. | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q3 2017 | 5 |
TRUE Private Wealth Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 5 |
American Financial Network Advisory Services LLC | 5 | 5 | 0.09% | 0.11% | 0.14% | Q3 2017 | Q3 2018 | 5 |
Cornerstone Financial Partners, LLC | 5 | 5 | 0.10% | 0.13% | 0.17% | Q4 2016 | Q4 2017 | 5 |
Verity Asset Management, Inc. | 3 | 1 | 1.03% | 1.54% | 1.97% | Q4 2014 | Q3 2016 | 5 |
Arkadios Wealth Advisors | 5 | 5 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2021 | 5 |
FIRSTMERIT BANK N A TRUSTEE | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2015 | 5 |
Krilogy Financial LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 5 |
K2 PRINCIPAL FUND, L.P. | 4 | 1 | 0.05% | 0.09% | 0.19% | Q2 2018 | Q3 2019 | 5 |
Marks Wealth, LLC | 3 | 2 | 4.52% | 5.52% | 7.23% | Q4 2020 | Q1 2022 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.09% | 0.10% | 0.10% | Q2 2013 | Q2 2014 | 5 |
Belmont Global Advisors, Inc. | 5 | 5 | 0.21% | 0.41% | 0.89% | Q1 2014 | Q1 2015 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Financial Sense Advisors, Inc. | 2 | 1 | 0.19% | 0.36% | 0.61% | Q4 2014 | Q4 2020 | 5 |
Merit Financial Group, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Prestige Wealth Management Group LLC | 3 | 2 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q1 2022 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 5 |
Loveless Wealth Management LLC | 5 | 5 | 0.21% | 0.23% | 0.24% | Q2 2021 | Q2 2022 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q1 2023 | 5 |
Gainplan LLC | 5 | 5 | 0.17% | 0.25% | 0.32% | Q1 2021 | Q1 2022 | 5 |
Lenox Wealth Management, Inc. | 5 | 5 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q2 2018 | 5 |
Leisure Capital Management | 4 | 4 | 0.11% | 0.12% | 0.14% | Q1 2021 | Q4 2021 | 4 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 4 |
HOWE & RUSLING INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.34% | 0.46% | 0.73% | Q4 2019 | Q1 2021 | 4 |
Certified Advisory Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.03% | 0.06% | 0.08% | Q1 2014 | Q4 2014 | 4 |
Beech Hill Advisors, Inc. | 4 | 4 | 0.31% | 0.32% | 0.33% | Q2 2013 | Q1 2014 | 4 |
Well Done, LLC | 4 | 4 | 0.19% | 0.28% | 0.36% | Q3 2020 | Q2 2021 | 4 |
WealthShield Partners, LLC | 3 | 1 | 0.01% | 0.27% | 1.05% | Q4 2020 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Global Financial Private Capital, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
PRINCETON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
BRINKER CAPITAL INC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2014 | Q1 2015 | 4 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 4 |
Paragon Wealth Strategies, LLC | 4 | 4 | 3.95% | 4.14% | 4.34% | Q3 2020 | Q2 2021 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Raab & Moskowitz Asset Management LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q1 2022 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.10% | 0.39% | 0.64% | Q3 2021 | Q1 2023 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 4 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 2 | 0.11% | 0.26% | 0.40% | Q3 2013 | Q3 2020 | 4 |
SPROTT INC. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q3 2015 | 4 |
CADINHA & CO LLC | 4 | 4 | 0.10% | 0.52% | 1.75% | Q4 2017 | Q3 2018 | 4 |
Freedom Investment Management, Inc. | 1 | 1 | 0.02% | 0.22% | 0.38% | Q4 2017 | Q2 2023 | 4 |
Hilltop Holdings Inc. | 4 | 4 | 0.16% | 0.40% | 0.96% | Q3 2020 | Q2 2021 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2018 | 4 |
Massachusetts Wealth Management | 4 | 4 | 0.45% | 0.48% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Regency Capital Management Inc.\DE | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2015 | 4 |
PHYSICIANS FINANCIAL SERVICES, INC. | 3 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2016 | 4 |
SRS Capital Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.07% | 0.21% | 0.31% | Q1 2014 | Q4 2014 | 4 |
Clarity Financial LLC | 4 | 4 | 0.50% | 0.78% | 1.02% | Q4 2020 | Q3 2021 | 4 |
Trilogy Capital Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CUE ADVISORY SERVICES, INC. | 4 | 4 | 0.42% | 0.43% | 0.44% | Q3 2017 | Q2 2018 | 4 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
ALBION FINANCIAL GROUP /UT | 4 | 4 | 0.24% | 0.27% | 0.29% | Q3 2014 | Q2 2015 | 4 |
Interchange Capital Partners, LLC | 2 | 2 | 0.27% | 0.31% | 0.36% | Q4 2020 | Q1 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q4 2017 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q1 2022 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Phoenix Holdings Ltd. | 3 | 1 | 0.01% | 0.04% | 0.14% | Q1 2021 | Q1 2022 | 4 |
Private Advisory Group LLC | 4 | 4 | 0.20% | 0.40% | 0.65% | Q4 2016 | Q3 2017 | 4 |
Csenge Advisory Group | 2 | 1 | 0.03% | 0.07% | 0.09% | Q3 2020 | Q4 2021 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.18% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
ROCKLAND TRUST CO | 4 | 4 | 0.04% | 0.16% | 0.42% | Q3 2015 | Q2 2016 | 4 |
Key FInancial Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Milestone Advisory Partners | 2 | 1 | 0.15% | 0.91% | 1.32% | Q4 2017 | Q3 2018 | 3 |
Regent Investment Management LLC | 1 | 1 | 0.21% | 0.28% | 0.32% | Q2 2013 | Q4 2014 | 3 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.10% | 0.20% | 0.30% | Q4 2015 | Q1 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q1 2015 | 3 |
SFMG, LLC | 3 | 3 | 4.78% | 4.95% | 5.05% | Q4 2016 | Q2 2017 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
NATIONAL PLANNING CORP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2017 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 9.26% | 9.83% | 10.74% | Q4 2014 | Q2 2015 | 3 |
ARS Wealth Advisors, LLC | 3 | 3 | 0.32% | 0.47% | 0.55% | Q2 2017 | Q4 2017 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.06% | 0.13% | 0.24% | Q2 2015 | Q2 2019 | 3 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.03% | 0.05% | 0.10% | Q2 2019 | Q2 2020 | 3 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 3 |
ING GROEP NV | 3 | 3 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q2 2015 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q2 2018 | 3 |
Semmax Financial Advisors Inc. | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2019 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bay Harbor Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 3 |
Janney Capital Management LLC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q3 2014 | Q1 2015 | 3 |
RAYMOND JAMES TRUST N.A. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2020 | 3 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.03% | 0.08% | Q2 2011 | Q2 2019 | 3 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2022 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Mirae Asset Global Investments Co., Ltd. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 3 |
J. Goldman & Co LP | 1 | 1 | 0.06% | 0.08% | 0.12% | Q2 2015 | Q4 2022 | 3 |
Fisher Asset Management, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Quantitative Advantage, LLC | 3 | 3 | 2.01% | 2.32% | 2.74% | Q2 2013 | Q4 2013 | 3 |
Mirador Capital Partners LP | 3 | 3 | 0.93% | 1.28% | 1.90% | Q2 2016 | Q4 2016 | 3 |
FIL Ltd | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
PRUDENTIAL FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 3 | 4.28% | 4.45% | 4.64% | Q2 2021 | Q4 2021 | 3 |
Dynamic Advisor Solutions LLC | 2 | 1 | 0.07% | 0.56% | 0.89% | Q3 2020 | Q2 2023 | 3 |
BROWN ADVISORY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
MID CONTINENT CAPITAL LLC/IL | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q4 2014 | 3 |
Joseph P. Lucia & Associates, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
First Heartland Consultants, Inc. | 3 | 3 | 0.07% | 0.11% | 0.14% | Q4 2014 | Q2 2015 | 3 |
COMMERCE BANK | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2018 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.08% | 0.19% | 0.41% | Q1 2014 | Q3 2014 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 3 |
ALLSTATE CORP | 3 | 3 | 0.36% | 0.41% | 0.46% | Q1 2022 | Q3 2022 | 3 |
Point72 Asset Management, L.P. | 1 | 1 | 0.01% | 0.06% | 0.11% | Q1 2015 | Q2 2023 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Syntal Capital Partners, LLC | 2 | 1 | 0.09% | 0.13% | 0.18% | Q1 2014 | Q3 2019 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
QCM Cayman, Ltd. | 3 | 3 | 0.28% | 0.49% | 0.76% | Q3 2020 | Q1 2021 | 3 |
Avior Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 3 |
GLG Partners LP | 2 | 1 | 0.01% | 0.17% | 0.26% | Q2 2013 | Q2 2016 | 3 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
QCI ASSET MANAGEMENT INC/NY | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
DB Wealth Management Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 0.02% | 0.15% | 0.30% | Q1 2023 | Q3 2023 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.09% | 0.18% | Q3 2013 | Q2 2018 | 3 |
Harbour Capital Advisors, LLC | 2 | 1 | 0.00% | 0.13% | 0.21% | Q1 2015 | Q1 2017 | 3 |
Q3 Asset Management | 1 | 1 | 3.90% | 4.78% | 6.29% | Q4 2017 | Q3 2020 | 3 |
CenterStar Asset Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 3 |
WHITTIER TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
CALTON & ASSOCIATES, INC. | 3 | 3 | 0.05% | 0.10% | 0.13% | Q3 2019 | Q1 2020 | 3 |
Carnegie Capital Asset Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 3 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
SUMIT CAPITAL, LLC | 2 | 2 | 0.62% | 0.80% | 0.98% | Q4 2013 | Q1 2014 | 2 |
Accel Wealth Management | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2021 | 2 |
PEAPACK GLADSTONE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2021 | 2 |
HAP Trading, LLC | 1 | 1 | 0.01% | 0.09% | 0.16% | Q2 2013 | Q2 2013 | 2 |
Greystone Financial Group, LLC | 2 | 2 | 0.29% | 0.33% | 0.36% | Q4 2021 | Q1 2022 | 2 |
MGO Private Wealth, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q1 2023 | 2 |
Ergoteles LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Founders Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
AllSquare Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q1 2015 | 2 |
SONATA CAPITAL GROUP INC | 2 | 2 | 0.34% | 0.37% | 0.40% | Q4 2014 | Q1 2015 | 2 |
Dakota Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.16% | 0.17% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Rikoon Group, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q1 2021 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.05% | 0.10% | 0.16% | Q1 2016 | Q2 2017 | 2 |
BECK MACK & OLIVER LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Cinctive Capital Management LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2022 | Q1 2022 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.56% | 0.57% | 0.58% | Q1 2017 | Q2 2017 | 2 |
CREDIT AGRICOLE S A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
West Coast Financial LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q3 2017 | Q4 2017 | 2 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.10% | 0.18% | Q4 2015 | Q3 2017 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
NATIONAL BANK OF CANADA /FI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Symmetry Investments LP | 2 | 2 | 1.02% | 1.29% | 1.57% | Q4 2022 | Q1 2023 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2021 | 2 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 1.75% | 3.48% | 5.21% | Q1 2015 | Q3 2018 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 2 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2 | 2 | 5.16% | 5.38% | 5.60% | Q3 2014 | Q4 2014 | 2 |
ICICI Prudential Asset Management Co Ltd | 1 | 1 | 0.03% | 0.11% | 0.18% | Q2 2022 | Q3 2023 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Financial Gravity Companies, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q1 2022 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Mason & Associates Inc | 2 | 2 | 0.12% | 0.17% | 0.21% | Q4 2021 | Q1 2022 | 2 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.22% | 0.28% | 0.33% | Q2 2022 | Q4 2022 | 2 |
RB Capital Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Hefty Wealth Partners | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2016 | Q4 2016 | 2 |
Banco Santander, S.A. | 2 | 2 | 0.03% | 0.07% | 0.11% | Q2 2020 | Q3 2020 | 2 |
Capital Planning Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2017 | Q2 2017 | 2 |
Transamerica Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
QP WEALTH MANAGEMENT, LLC | 1 | 1 | 1.24% | 1.47% | 1.70% | Q4 2021 | Q4 2022 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q3 2014 | 2 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 2 | 2 | 2.08% | 2.12% | 2.16% | Q2 2019 | Q3 2019 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
PRW Wealth Management LLC | 1 | 1 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q2 2021 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 2 |
USCA RIA LLC | 1 | 1 | 0.03% | 0.11% | 0.20% | Q4 2014 | Q2 2021 | 2 |
Dorsey Wright & Associates | 1 | 1 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q4 2014 | 2 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.06% | 0.11% | 0.15% | Q4 2021 | Q2 2022 | 2 |
Pinz Capital Management, LP | 1 | 1 | 0.39% | 0.69% | 0.99% | Q4 2021 | Q2 2022 | 2 |
GLG INC. | 2 | 2 | 0.06% | 0.12% | 0.17% | Q2 2013 | Q3 2013 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2021 | 2 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 0.60% | 1.01% | 1.42% | Q4 2016 | Q1 2017 | 2 |
Visionary Asset Management, Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q3 2017 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q2 2014 | 2 |
Stanford Investment Group, Inc. | 2 | 2 | 0.17% | 0.17% | 0.18% | Q4 2014 | Q1 2015 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Blue Chip Partners, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 2 |
Independence Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Friedenthal Financial | 2 | 2 | 6.24% | 6.36% | 6.47% | Q2 2014 | Q3 2014 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.14% | 0.18% | 0.22% | Q4 2016 | Q1 2017 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PACIFIC FINANCIAL GROUP INC | 2 | 2 | 1.76% | 2.99% | 4.21% | Q4 2014 | Q1 2015 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.27% | 0.29% | 0.31% | Q2 2022 | Q4 2022 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
MISSION WEALTH MANAGEMENT, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.42% | 1.22% | 2.02% | Q1 2014 | Q3 2023 | 2 |
TD ASSET MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 1.42% | 1.53% | 1.64% | Q1 2014 | Q3 2017 | 2 |
Robinson Value Management, Ltd. | 2 | 2 | 0.26% | 0.30% | 0.33% | Q1 2017 | Q2 2017 | 2 |
Camelot Portfolios, LLC | 2 | 2 | 0.39% | 0.41% | 0.43% | Q4 2021 | Q1 2022 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 2 |
Telos Capital Management, Inc. | 2 | 2 | 0.55% | 0.56% | 0.58% | Q2 2018 | Q3 2018 | 2 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q3 2022 | 2 |
Integrated Wealth Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 2 |
Investors Capital Advisory Services | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Vestmark Advisory Solutions, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 2 |
BOSTON ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 2 |
Econ Financial Services Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DIMENSION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2014 | Q1 2014 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Financial Services Advisory Inc | 1 | 1 | 5.68% | 5.68% | 5.68% | Q4 2017 | Q4 2017 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 5.32% | 5.32% | 5.32% | Q1 2022 | Q1 2022 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
ALERUS FINANCIAL NA | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2015 | Q2 2015 | 1 |
IRON Financial LLC | 1 | 1 | 2.75% | 2.75% | 2.75% | Q1 2015 | Q1 2015 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q2 2010 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Coe Capital Management, LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2015 | Q4 2015 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Vollero Beach Capital Partners LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2015 | Q1 2015 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
Weiss Asset Management LP | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2013 | Q4 2013 | 1 |
SG3 Management, LLC | 1 | 1 | 2.55% | 2.55% | 2.55% | Q2 2019 | Q2 2019 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Haverford Trust Co | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2019 | Q4 2019 | 1 |
EXANE DERIVATIVES | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Caption Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2020 | Q2 2020 | 1 |
Columbus Hill Capital Management, L.P. | 1 | 1 | 11.34% | 11.34% | 11.34% | Q2 2014 | Q2 2014 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Leonetti & Associates, LLC | 1 | 1 | 2.92% | 2.92% | 2.92% | Q4 2016 | Q4 2016 | 1 |
F3Logic, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
NEWLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 7.48% | 7.48% | 7.48% | Q2 2013 | Q2 2013 | 1 |
NEVILLE RODIE & SHAW INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 2.07% | 2.07% | 2.07% | Q3 2013 | Q3 2013 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q4 2014 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2015 | Q1 2015 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Catamount Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2015 | Q4 2015 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WESBANCO BANK INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
EnTrustPermal Management LLC | 1 | 1 | 2.07% | 2.07% | 2.07% | Q3 2014 | Q3 2014 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Hedeker Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2018 | Q4 2018 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
First Command Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SFI Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2011 | Q2 2011 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
GoldenTree Asset Management | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2013 | Q2 2013 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
STATE STREET CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
PRENTISS SMITH & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
S. R. Schill & Associates | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2019 | Q4 2019 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2018 | Q2 2018 | 1 |
Biondo Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
KCL Capital, L.P. | 1 | 1 | 24.80% | 24.80% | 24.80% | Q4 2018 | Q4 2018 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2014 | Q4 2014 | 1 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
Acorn Advisory Capital L.P. | 1 | 1 | 2.42% | 2.42% | 2.42% | Q3 2019 | Q3 2019 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Price Capital Management, Inc. | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2017 | Q4 2017 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2016 | Q4 2016 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Heard Capital LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2016 | Q4 2016 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2016 | Q4 2016 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Potomac Capital Management, Inc. | 1 | 1 | 1.23% | 1.23% | 1.23% | Q4 2013 | Q4 2013 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2014 | Q4 2014 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Harvey Partners, LLC | 1 | 1 | 3.03% | 3.03% | 3.03% | Q2 2018 | Q2 2018 | 1 |
Howard Capital Management Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2019 | Q1 2019 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2016 | Q4 2016 | 1 |
Portfolio Strategies Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
NCM Capital Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2022 | Q1 2022 | 1 |
TIGER MANAGEMENT L.L.C. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
MENORA MIVTACHIM HOLDINGS LTD. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TOEWS CORP /ADV | 1 | 1 | 4.01% | 4.01% | 4.01% | Q4 2014 | Q4 2014 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2018 | Q3 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2014 | Q1 2014 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Horizon Investments, LLC | 1 | 1 | 3.09% | 3.09% | 3.09% | Q1 2014 | Q1 2014 | 1 |
Lomas Capital Management, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2016 | Q1 2016 | 1 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2014 | Q2 2014 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
Thiel Macro LLC | 1 | 1 | 9.93% | 9.93% | 9.93% | Q2 2019 | Q2 2019 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2014 | Q2 2014 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.