Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 59 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.31% | 1.15% | Q4 2012 | Q2 2023 | 43 |
Destination Wealth Management | 43 | 43 | 0.21% | 0.40% | 0.76% | Q1 2013 | Q3 2023 | 43 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AlphaMark Advisors, LLC | 42 | 42 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 41 | 41 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 41 |
North Star Investment Management Corp. | 24 | 17 | 0.01% | 0.11% | 0.44% | Q2 2013 | Q3 2023 | 41 |
MERIDIAN INVESTMENT COUNSEL INC. | 40 | 40 | 0.16% | 0.28% | 0.53% | Q4 2013 | Q3 2023 | 40 |
JANE STREET GROUP, LLC | 20 | 7 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 39 |
BlackRock Inc. | 21 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
Family Firm, Inc. | 36 | 36 | 0.10% | 0.15% | 0.24% | Q4 2014 | Q3 2023 | 36 |
CITIGROUP INC | 34 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
Raymond James Financial Services Advisors, Inc. | 17 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 34 |
Sandy Spring Bank | 31 | 2 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q3 2021 | 33 |
D L CARLSON INVESTMENT GROUP INC | 33 | 33 | 0.04% | 0.28% | 0.79% | Q3 2013 | Q3 2021 | 33 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 13 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 32 |
BANK OF MONTREAL /CAN/ | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
BESSEMER GROUP INC | 15 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 27 |
Anchor Investment Management, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2022 | 27 |
Cambridge Investment Research Advisors, Inc. | 15 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 27 |
REILLY FINANCIAL ADVISORS, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.20% | Q4 2013 | Q2 2021 | 25 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2023 | 25 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2020 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Slow Capital, Inc. | 19 | 4 | 0.07% | 0.38% | 0.72% | Q4 2017 | Q3 2023 | 23 |
FIL Ltd | 23 | 23 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2022 | 23 |
CENTRAL TRUST Co | 22 | 22 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2018 | 22 |
PRENTISS SMITH & CO INC | 22 | 22 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2018 | 22 |
Telos Capital Management, Inc. | 22 | 22 | 0.16% | 0.21% | 0.40% | Q2 2013 | Q3 2018 | 22 |
Baker Ellis Asset Management LLC | 22 | 22 | 0.11% | 0.44% | 0.63% | Q2 2013 | Q3 2018 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
NTV ASSET MANAGEMENT LLC | 21 | 21 | 0.06% | 0.12% | 0.18% | Q2 2013 | Q2 2018 | 21 |
Camelot Portfolios, LLC | 21 | 21 | 0.09% | 0.25% | 0.42% | Q2 2013 | Q2 2018 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 20 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 20 |
GOLDMAN SACHS GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q2 2022 | 19 |
CORRADO ADVISORS, LLC | 19 | 19 | 0.52% | 1.10% | 1.57% | Q1 2019 | Q3 2023 | 19 |
Mandatum Life Insurance Co Ltd | 9 | 1 | 0.02% | 0.04% | 0.08% | Q4 2015 | Q4 2021 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
JPMORGAN CHASE & CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 19 |
Parsec Financial Management, Inc. | 19 | 19 | 0.20% | 0.47% | 0.80% | Q2 2013 | Q4 2017 | 19 |
Smith Salley Wealth Management | 18 | 18 | 0.04% | 0.10% | 0.28% | Q2 2013 | Q3 2017 | 18 |
SG Americas Securities, LLC | 12 | 6 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2017 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 0.00% | 0.04% | Q4 2018 | Q3 2023 | 18 |
Evanson Asset Management, LLC | 18 | 18 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q1 2022 | 18 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Money Design Co.,Ltd. | 18 | 18 | 0.02% | 0.12% | 0.22% | Q2 2019 | Q3 2023 | 18 |
BerganKDV Wealth Management, LLC | 18 | 18 | 0.00% | 0.17% | 1.22% | Q1 2016 | Q2 2020 | 18 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q2 2017 | 17 |
FMR LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2023 | 17 |
FULTON BREAKEFIELD BROENNIMAN LLC | 17 | 17 | 0.28% | 0.35% | 0.40% | Q2 2013 | Q2 2017 | 17 |
Baystate Wealth Management LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Archer Investment Corp | 9 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
DEUTSCHE BANK AG\ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 16 |
CITY HOLDING CO | 16 | 16 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2021 | 16 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Newfound Research LLC | 6 | 1 | 0.71% | 4.24% | 12.75% | Q1 2016 | Q2 2020 | 15 |
HUNTINGTON NATIONAL BANK | 13 | 2 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q4 2013 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
First Personal Financial Services | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q3 2018 | 15 |
WFG Advisors, LP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.02% | 0.18% | 0.27% | Q2 2013 | Q3 2016 | 14 |
HC Advisors, LLC | 14 | 14 | 0.88% | 1.48% | 2.20% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES & ASSOCIATES | 10 | 2 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 14 |
Brookstone Capital Management | 5 | 2 | 0.01% | 0.11% | 0.48% | Q1 2015 | Q4 2019 | 14 |
Virtu KCG Holdings LLC | 8 | 6 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q1 2017 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
Retirement Group, LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 14 |
Integrated Investment Consultants, LLC | 8 | 5 | 0.16% | 0.34% | 0.86% | Q4 2015 | Q1 2019 | 13 |
FINANCIAL COUNSELORS INC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Perigon Wealth Management, LLC | 8 | 1 | 0.00% | 0.06% | 0.10% | Q1 2015 | Q4 2020 | 13 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.05% | 0.13% | 0.35% | Q2 2013 | Q2 2016 | 13 |
Baker Avenue Asset Management, LP | 7 | 1 | 0.00% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 12 |
Belpointe Asset Management LLC | 6 | 6 | 0.01% | 0.04% | 0.09% | Q3 2017 | Q3 2020 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Laidlaw Wealth Management LLC | 8 | 4 | 0.19% | 0.36% | 0.75% | Q1 2020 | Q3 2023 | 12 |
WRAPMANAGER INC | 5 | 3 | 0.08% | 0.38% | 1.07% | Q1 2016 | Q4 2019 | 12 |
Integrated Wealth Concepts LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MSI Financial Services Inc | 7 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 12 |
GLENMEDE TRUST CO NA | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 12 |
HSBC HOLDINGS PLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 12 |
First Allied Advisory Services, Inc. | 10 | 1 | 0.00% | 0.18% | 0.38% | Q2 2013 | Q3 2019 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q4 2015 | 11 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 3 | 0.02% | 0.35% | 0.76% | Q1 2014 | Q1 2019 | 11 |
Sound Income Strategies, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TBH Global Asset Management, LLC | 10 | 10 | 0.09% | 0.12% | 0.17% | Q2 2020 | Q3 2022 | 10 |
SALEM INVESTMENT COUNSELORS INC | 10 | 10 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2015 | 10 |
First Horizon Advisors, Inc. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
OPPENHEIMER & CO INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2017 | 9 |
ATTICUS WEALTH MANAGEMENT, LLC | 9 | 9 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q4 2021 | 9 |
Crosspoint Capital Strategies, LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2015 | 9 |
QUANTUM CAPITAL MANAGEMENT | 8 | 1 | 0.00% | 0.18% | 0.36% | Q4 2013 | Q3 2020 | 9 |
Global Retirement Partners, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2021 | 9 |
Baird Financial Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2020 | 9 |
Cutler Group LLC / CA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 9 |
Regal Investment Advisors LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 9 |
Atria Investments, Inc | 9 | 9 | 0.04% | 0.04% | 0.05% | Q3 2014 | Q3 2016 | 9 |
Geneos Wealth Management Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 9 |
NewSquare Capital LLC | 9 | 9 | 0.12% | 0.19% | 0.39% | Q2 2013 | Q2 2015 | 9 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.20% | 0.66% | Q4 2017 | Q4 2019 | 9 |
FineMark National Bank & Trust | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
WHITTIER TRUST CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
AMERIPRISE FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 8 |
Ledyard National Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
BARING ASSET MANAGEMENT Ltd | 4 | 4 | 0.03% | 0.10% | 0.37% | Q4 2014 | Q4 2016 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.26% | 1.14% | 2.36% | Q4 2020 | Q3 2023 | 8 |
Kore Private Wealth LLC | 7 | 1 | 0.11% | 0.18% | 0.23% | Q1 2020 | Q3 2022 | 8 |
First Allied Asset Management, Inc. | 8 | 8 | 0.74% | 0.90% | 0.96% | Q2 2013 | Q1 2015 | 8 |
AE Wealth Management LLC | 5 | 1 | 0.02% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 8 |
BB&T SECURITIES, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 8 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 0.14% | 0.52% | Q4 2013 | Q3 2017 | 7 |
STIFEL FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2018 | 7 |
FMA ADVISORY INC | 6 | 1 | 0.01% | 0.12% | 0.16% | Q2 2015 | Q1 2019 | 7 |
MERITAGE PORTFOLIO MANAGEMENT | 7 | 7 | 0.41% | 0.44% | 0.46% | Q1 2015 | Q3 2016 | 7 |
Ironwood Financial, llc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
CAPTRUST FINANCIAL ADVISORS | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Fisher Asset Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 7 |
BANQUE PICTET & CIE SA | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2015 | 7 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Lattice Strategies LLC | 6 | 6 | 0.11% | 0.27% | 0.39% | Q2 2013 | Q3 2014 | 6 |
RAY GERALD L & ASSOCIATES LTD | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q3 2016 | 6 |
GREENLEAF TRUST | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2018 | 6 |
RPg Family Wealth Advisory, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 6 |
TCWP LLC | 6 | 6 | 0.14% | 0.20% | 0.25% | Q4 2021 | Q1 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Kestra Advisory Services, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
RAYMOND JAMES TRUST N.A. | 4 | 2 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2016 | 6 |
Lido Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
FIRST MIDWEST BANK TRUST DIVISION | 6 | 6 | 0.06% | 0.16% | 0.22% | Q1 2016 | Q2 2017 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BARINGS LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2019 | 6 |
Dynamic Advisor Solutions LLC | 3 | 2 | 0.08% | 0.13% | 0.17% | Q1 2014 | Q4 2015 | 5 |
Vigilant Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
TRUST CO OF VERMONT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 5 |
IFC Holdings Incorporated/FL | 5 | 5 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2014 | 5 |
GUGGENHEIM CAPITAL LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Edge Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
MARSHALL WACE, LLP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2016 | 5 |
Graticule Asia Macro Advisors LLC | 3 | 2 | 2.37% | 6.14% | 13.59% | Q3 2016 | Q2 2019 | 5 |
Sigma Planning Corp | 4 | 1 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q4 2016 | 5 |
OPTIMUM INVESTMENT ADVISORS | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2015 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Global Wealth Management Investment Advisory, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
CX Institutional | 5 | 5 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Steward Partners Investment Advisory, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2022 | 5 |
Kissinger Financial Services LLC | 4 | 4 | 0.37% | 0.39% | 0.42% | Q3 2016 | Q2 2017 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
ROCKLAND TRUST CO | 4 | 4 | 0.19% | 0.22% | 0.30% | Q4 2022 | Q3 2023 | 4 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.08% | 0.15% | Q2 2016 | Q1 2023 | 4 |
Ballew Advisors, Inc | 4 | 4 | 0.02% | 0.31% | 1.20% | Q4 2017 | Q3 2018 | 4 |
Clearwater Capital Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q2 2018 | 4 |
Oasis Management Co Ltd. | 2 | 2 | 0.22% | 2.37% | 4.76% | Q3 2016 | Q3 2017 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MAI Capital Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 1.46% | 1.54% | 1.65% | Q4 2018 | Q4 2019 | 4 |
Glassman Wealth Services | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2021 | 4 |
Bradley & Co. Private Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Transamerica Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 4 |
SIGNATUREFD, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SII INVESTMENTS INC/WI | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q2 2016 | 4 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
BECK CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.06% | 0.14% | 0.18% | Q4 2013 | Q4 2015 | 4 |
Squarepoint Ops LLC | 2 | 2 | 0.01% | 0.06% | 0.14% | Q2 2017 | Q3 2017 | 4 |
InterOcean Capital, LLC | 4 | 4 | 0.11% | 0.12% | 0.12% | Q3 2017 | Q2 2018 | 4 |
JAMES INVESTMENT RESEARCH INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
AdvisorNet Financial, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 4 |
One Charles Private Wealth Services, LLC | 3 | 1 | 0.13% | 0.15% | 0.19% | Q3 2022 | Q3 2023 | 4 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2020 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.01% | 0.06% | 0.18% | Q4 2021 | Q3 2022 | 4 |
HARBOUR INVESTMENTS, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 4 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
FCA CORP /TX | 4 | 4 | 0.13% | 0.15% | 0.18% | Q2 2013 | Q1 2014 | 4 |
Gladstone Institutional Advisory LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Placemark Investments, Inc. | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q4 2014 | 4 |
JOURNEY STRATEGIC WEALTH LLC | 4 | 4 | 0.09% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 4 |
ASPIRIANT HOLDINGS S3, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q1 2014 | 4 |
Kovack Advisors, Inc. | 3 | 3 | 0.14% | 0.14% | 0.15% | Q3 2020 | Q1 2021 | 3 |
Fiera Capital Corp | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Bay Harbor Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
FRANKLIN RESOURCES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2012 | Q2 2013 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q3 2016 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2013 | 3 |
FLAGSTAR ADVISORS INC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2022 | Q3 2022 | 3 |
Summit X, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Risk Paradigm Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.01% | 0.07% | 0.13% | Q1 2019 | Q3 2019 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 3 |
COOKSON PEIRCE & CO INC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2016 | Q3 2016 | 3 |
Morling Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Sageworth Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
DUBUQUE BANK & TRUST CO | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2019 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
HT Partners LLC | 3 | 3 | 0.62% | 0.98% | 1.24% | Q4 2014 | Q2 2015 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JOHNSON INVESTMENT COUNSEL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 3 |
Westside Investment Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 2 |
PACIFIC SUN FINANCIAL CORP | 2 | 2 | 0.22% | 0.27% | 0.32% | Q1 2018 | Q2 2018 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
GIRARD SECURITIES, INC. | 2 | 2 | 0.20% | 0.27% | 0.33% | Q4 2015 | Q1 2016 | 2 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 2 | 4.89% | 4.90% | 4.92% | Q2 2016 | Q3 2016 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.08% | 0.16% | Q2 2015 | Q3 2018 | 2 |
Covington Capital Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
NATIONAL BANK OF CANADA /FI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Per Stirling Capital Management, LLC. | 2 | 2 | 0.06% | 0.10% | 0.15% | Q2 2023 | Q3 2023 | 2 |
AMP Capital Investors Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Connecticut Wealth Management, LLC | 2 | 2 | 0.02% | 0.38% | 0.74% | Q4 2020 | Q1 2021 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2018 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2019 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q4 2016 | 2 |
Maryland Capital Management | 1 | 1 | 0.11% | 0.11% | 0.12% | Q3 2020 | Q2 2021 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Invesco Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2016 | Q2 2016 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Cinctive Capital Management LP | 1 | 1 | 0.23% | 0.53% | 0.84% | Q1 2022 | Q1 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
VISTA CAPITAL PARTNERS, INC. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Whitnell & Co. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
ICONIQ Capital, LLC | 1 | 1 | 0.30% | 0.39% | 0.49% | Q1 2013 | Q3 2013 | 2 |
PVG Asset Management | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2015 | Q3 2015 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
PICTET ASSET MANAGEMENT SA | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Holistic Financial Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2014 | Q4 2014 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.14% | 0.17% | 0.20% | Q1 2019 | Q2 2019 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q2 2019 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q1 2018 | Q2 2018 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.00% | 0.09% | 0.18% | Q1 2017 | Q2 2017 | 2 |
Aveo Capital Partners, LLC | 1 | 1 | 0.06% | 0.64% | 1.23% | Q4 2016 | Q4 2019 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2015 | Q2 2015 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
Prostatis Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2022 | Q1 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Choate Investment Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2018 | Q4 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2016 | Q4 2016 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HARDING LOEVNER LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2018 | Q3 2018 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q4 2017 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2020 | Q4 2020 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2009 | Q1 2009 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 3.48% | 3.48% | 3.48% | Q3 2023 | Q3 2023 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2014 | Q3 2014 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Glovista Investments LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2015 | Q1 2015 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Capital Square, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
ASSETMARK, INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2019 | Q4 2019 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Essex Savings Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2022 | Q3 2022 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 6.90% | 6.90% | 6.90% | Q1 2017 | Q1 2017 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Doyle Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.