Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.01% | 0.02% | Q4 2010 | Q3 2022 | 48 |
East Coast Asset Management, LLC. | 44 | 44 | 0.09% | 0.27% | 0.54% | Q4 2012 | Q3 2023 | 44 |
AlphaMark Advisors, LLC | 42 | 42 | 0.01% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
EXENCIAL WEALTH ADVISORS, LLC | 34 | 8 | 0.02% | 0.76% | 2.06% | Q1 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | 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% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.01% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.01% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 42 |
FCA CORP /TX | 42 | 42 | 1.28% | 1.58% | 2.16% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.02% | 0.09% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Chevy Chase Trust Holdings, LLC | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Carnegie Capital Asset Management, LLC | 25 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 40 |
Financial Architects, Inc | 36 | 4 | 0.24% | 0.44% | 0.69% | Q2 2013 | Q2 2023 | 40 |
Kistler-Tiffany Companies, LLC | 33 | 7 | 0.08% | 0.16% | 0.24% | Q2 2013 | Q2 2023 | 40 |
MERIDIAN INVESTMENT COUNSEL INC. | 40 | 40 | 0.37% | 0.47% | 0.58% | Q4 2013 | Q3 2023 | 40 |
Arete Wealth Advisors, LLC | 40 | 40 | 0.00% | 0.27% | 0.48% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 38 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 39 |
Fisher Asset Management, LLC | 39 | 39 | 0.00% | 0.03% | 0.22% | Q1 2014 | Q3 2023 | 39 |
JPMORGAN CHASE & CO | 36 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 39 |
Private Advisor Group, LLC | 39 | 39 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
SCOTIA CAPITAL INC. | 38 | 38 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 38 |
NWAM LLC | 19 | 6 | 0.01% | 0.10% | 0.23% | Q1 2014 | Q3 2023 | 37 |
Community Bank, N.A. | 36 | 36 | 0.00% | 0.05% | 0.35% | Q4 2014 | Q3 2023 | 36 |
Mirae Asset Global Investments Co., Ltd. | 21 | 15 | 0.00% | 0.15% | 1.35% | Q2 2014 | Q3 2023 | 36 |
Perigon Wealth Management, LLC | 26 | 1 | 0.03% | 0.14% | 0.38% | Q3 2011 | Q3 2022 | 36 |
Family Firm, Inc. | 36 | 36 | 0.27% | 0.38% | 0.44% | Q4 2014 | Q3 2023 | 36 |
COUNTRY TRUST BANK | 36 | 36 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 35 |
RAYMOND JAMES & ASSOCIATES | 31 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 35 |
Cetera Advisors LLC | 14 | 10 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 35 |
Brinker Capital Investments, LLC | 33 | 2 | 0.00% | 0.60% | 1.41% | Q2 2013 | Q1 2022 | 35 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 34 |
BESSEMER GROUP INC | 34 | 34 | 0.00% | 0.01% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Psagot Value Holdings Ltd. | 34 | 34 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q3 2021 | 34 |
People's United Financial, Inc. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2021 | 34 |
HUNTINGTON NATIONAL BANK | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q3 2023 | 33 |
WHITTIER TRUST CO | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.09% | 0.14% | Q1 2016 | Q4 2023 | 32 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 30 | 2 | 0.00% | 0.02% | 0.11% | Q2 2015 | Q3 2023 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2023 | 32 |
Rathbones Group PLC | 30 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q2 2023 | 31 |
D.A. DAVIDSON & CO. | 29 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 31 |
HSBC HOLDINGS PLC | 23 | 2 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q2 2022 | 30 |
Private Wealth Advisors, Inc. | 30 | 30 | 0.11% | 0.15% | 0.26% | Q3 2013 | Q4 2020 | 30 |
CWM, LLC | 22 | 8 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 30 |
QUANTUM CAPITAL MANAGEMENT | 30 | 30 | 0.06% | 0.17% | 0.48% | Q2 2013 | Q3 2020 | 30 |
Stearns Financial Services Group | 30 | 30 | 0.04% | 0.24% | 0.48% | Q2 2013 | Q3 2020 | 30 |
First Allied Advisory Services, Inc. | 27 | 2 | 0.01% | 0.04% | 0.22% | Q2 2013 | Q3 2020 | 29 |
Cutler Group LLC / CA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 29 |
CIBC WORLD MARKET INC. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
ELCO Management Co., LLC | 29 | 29 | 0.15% | 0.45% | 0.81% | Q3 2016 | Q3 2023 | 29 |
FIL Ltd | 29 | 29 | 0.00% | 0.01% | 0.08% | Q3 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.15% | 0.36% | Q4 2013 | Q4 2020 | 29 |
Bank of New York Mellon Corp | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
WHITTIER TRUST CO OF NEVADA INC | 25 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
THRIVENT FINANCIAL FOR LUTHERANS | 23 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.02% | 0.11% | Q1 2014 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q4 2019 | 27 |
GOLDMAN SACHS GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 27 |
Geneos Wealth Management Inc. | 26 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 27 |
OPTIMUM INVESTMENT ADVISORS | 23 | 4 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.02% | 0.05% | 0.09% | Q4 2014 | Q3 2021 | 27 |
GREENLEAF TRUST | 26 | 26 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.07% | 0.26% | Q3 2014 | Q4 2021 | 26 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 26 |
Sigma Planning Corp | 22 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2022 | 25 |
MML INVESTORS SERVICES, LLC | 21 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
Migdal Insurance & Financial Holdings Ltd. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.42% | 0.57% | 0.84% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Analyst IMS Investment Management Services Ltd. | 17 | 1 | 0.06% | 0.46% | 2.08% | Q4 2015 | Q1 2023 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 24 |
Mathes Company, Inc. | 22 | 2 | 0.12% | 0.20% | 0.38% | Q3 2017 | Q3 2023 | 24 |
Slow Capital, Inc. | 24 | 24 | 0.38% | 0.60% | 0.95% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.13% | 0.17% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Blue Fin Capital, Inc. | 24 | 24 | 0.12% | 0.23% | 0.38% | Q2 2014 | Q1 2020 | 24 |
NOMURA ASSET MANAGEMENT CO LTD | 13 | 10 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2019 | 23 |
Global Retirement Partners, LLC | 12 | 4 | 0.00% | 0.04% | 0.12% | Q1 2017 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 14 | 9 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 23 |
STIFEL FINANCIAL CORP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
NORTHERN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.11% | 0.22% | 0.34% | Q2 2013 | Q4 2018 | 23 |
Bison Wealth, LLC | 21 | 2 | 0.07% | 0.14% | 0.22% | Q1 2015 | Q3 2023 | 23 |
Crestone Asset Management LLC | 22 | 22 | 0.09% | 1.00% | 2.63% | Q2 2018 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 9 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 16 | 6 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 22 |
North Star Investment Management Corp. | 17 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
Voya Financial Advisors, Inc. | 22 | 22 | 0.02% | 0.04% | 0.07% | Q1 2015 | Q2 2020 | 22 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 22 |
Focused Wealth Management, Inc | 22 | 22 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2018 | 22 |
HighTower Advisors, LLC | 18 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 22 |
Patriot Financial Group Insurance Agency, LLC | 21 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q2 2022 | 22 |
SALEM INVESTMENT COUNSELORS INC | 18 | 3 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Mandatum Life Insurance Co Ltd | 21 | 21 | 0.08% | 0.13% | 0.18% | Q4 2015 | Q4 2020 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
SIGNATUREFD, LLC | 19 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
JUNCTURE WEALTH STRATEGIES, LLC | 14 | 6 | 0.10% | 1.27% | 5.18% | Q1 2015 | Q1 2022 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
WEALTHSOURCE PARTNERS, LLC | 19 | 1 | 0.03% | 0.06% | 0.11% | Q1 2016 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.25% | 0.39% | 0.50% | Q4 2018 | Q3 2023 | 20 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 18 | 2 | 0.00% | 0.00% | 0.05% | Q3 2014 | Q2 2022 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.13% | 0.26% | 0.40% | Q3 2017 | Q2 2022 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
KCS Wealth Advisory | 10 | 1 | 0.11% | 0.32% | 0.62% | Q4 2017 | Q3 2023 | 20 |
Ayalon Insurance Comp Ltd. | 20 | 20 | 0.02% | 1.42% | 3.42% | Q4 2018 | Q3 2023 | 20 |
American Research & Management Co. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Strategic Blueprint, LLC | 20 | 20 | 0.04% | 0.12% | 0.44% | Q4 2018 | Q3 2023 | 20 |
TSFG, LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Compagnie Lombard Odier SCmA | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2018 | 19 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 19 |
Carmichael Hill & Associates, Inc. | 16 | 3 | 0.13% | 0.16% | 0.22% | Q1 2018 | Q3 2023 | 19 |
Brookstone Capital Management | 5 | 2 | 0.00% | 0.07% | 0.42% | Q1 2015 | Q3 2023 | 19 |
Mercer Capital Advisers, Inc. | 19 | 19 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2019 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.04% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 19 |
Richard Bernstein Advisors LLC | 19 | 19 | 0.49% | 1.54% | 3.35% | Q1 2019 | Q3 2023 | 19 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
BANK OF NOVA SCOTIA | 14 | 5 | 0.00% | 0.02% | 0.15% | Q3 2013 | Q2 2021 | 19 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
Kovack Advisors, Inc. | 18 | 18 | 0.14% | 0.24% | 0.44% | Q4 2014 | Q1 2019 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2017 | 18 |
DEUTSCHE BANK AG\ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2017 | 18 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Money Design Co.,Ltd. | 18 | 18 | 0.07% | 0.50% | 1.42% | Q2 2019 | Q3 2023 | 18 |
Vantage Investment Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 18 |
Evercore Wealth Management, LLC | 12 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 18 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2023 | 17 |
Apriem Advisors | 16 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2018 | 17 |
ATLAS CAPITAL ADVISORS LLC | 12 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
EP Wealth Advisors, LLC | 13 | 4 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 17 |
BANK HAPOALIM BM | 17 | 17 | 0.05% | 0.18% | 0.31% | Q4 2013 | Q4 2017 | 17 |
Rockefeller Capital Management L.P. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
CREDIT SUISSE AG/ | 10 | 2 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 17 |
SOL Capital Management CO | 16 | 16 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Partners, LTD. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 16 |
Allworth Financial LP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Advanced Asset Management Advisors Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Venturi Wealth Management, LLC | 12 | 4 | 0.01% | 0.06% | 0.31% | Q1 2019 | Q3 2023 | 16 |
IPG Investment Advisors LLC | 14 | 2 | 0.08% | 0.67% | 0.91% | Q3 2014 | Q1 2021 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 16 |
Clarity Wealth Advisors, LLC | 16 | 16 | 2.21% | 2.51% | 2.98% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
TRUST CO OF VERMONT | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 16 |
Maltin Wealth Management, Inc. | 16 | 16 | 0.40% | 0.47% | 0.54% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Patten Group, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2018 | 16 |
Newport Wealth Strategies, Inc. | 16 | 16 | 0.20% | 0.27% | 0.42% | Q4 2017 | Q3 2021 | 16 |
ASSETMARK, INC | 7 | 1 | 0.00% | 0.72% | 2.03% | Q4 2014 | Q2 2023 | 16 |
Marotta Asset Management | 13 | 3 | 0.46% | 0.55% | 0.67% | Q4 2019 | Q4 2023 | 16 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.16% | 0.20% | 0.29% | Q1 2018 | Q2 2023 | 15 |
BREWIN DOLPHIN LTD | 8 | 7 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.08% | 0.24% | Q2 2013 | Q4 2016 | 15 |
Endurance Wealth Management, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2018 | 15 |
SouthState Corp | 10 | 5 | 0.04% | 0.10% | 0.18% | Q3 2013 | Q2 2017 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
Aristotle Capital Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2021 | 14 |
Cordatus Wealth Management LLC | 9 | 1 | 0.09% | 0.12% | 0.27% | Q1 2019 | Q2 2023 | 14 |
Financial Gravity Asset Management, Inc. | 12 | 2 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 14 |
Belpointe Asset Management LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 14 |
Newfound Research LLC | 8 | 2 | 0.89% | 3.39% | 4.99% | Q2 2016 | Q2 2020 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q3 2019 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Crescent Grove Advisors, LLC | 14 | 14 | 0.14% | 0.16% | 0.23% | Q2 2020 | Q3 2023 | 14 |
TD Capital Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
Advisors Preferred, LLC | 3 | 1 | 0.00% | 0.04% | 0.21% | Q4 2013 | Q2 2023 | 13 |
Affiance Financial, LLC | 13 | 13 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q4 2022 | 13 |
Beacon Financial Advisory LLC | 13 | 13 | 0.16% | 0.18% | 0.23% | Q3 2020 | Q3 2023 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q2 2016 | 13 |
EATON VANCE MANAGEMENT | 10 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 13 |
Semmax Financial Advisors Inc. | 13 | 13 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q4 2021 | 13 |
SITTNER & NELSON, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
BARCLAYS PLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Kovitz Investment Group Partners, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 4.72% | 5.40% | 6.89% | Q4 2019 | Q3 2022 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.26% | 0.33% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Prospera Financial Services Inc | 6 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 12 |
Millburn Ridgefield Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
WADE G W & INC | 11 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2021 | 12 |
Cambria Investment Management, L.P. | 4 | 1 | 0.28% | 1.25% | 2.40% | Q4 2014 | Q4 2022 | 12 |
Alexandria Capital, LLC | 5 | 3 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2019 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 12 | 0.07% | 0.13% | 0.27% | Q4 2020 | Q3 2023 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.10% | 0.12% | 0.16% | Q2 2013 | Q1 2016 | 12 |
Freedom Investment Management, Inc. | 7 | 5 | 0.05% | 0.08% | 0.12% | Q4 2019 | Q4 2022 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AE Wealth Management LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
GREENWOOD CAPITAL ASSOCIATES LLC | 9 | 2 | 0.00% | 0.40% | 0.72% | Q4 2019 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.03% | 0.03% | 0.05% | Q1 2014 | Q1 2017 | 11 |
InterOcean Capital, LLC | 11 | 11 | 0.20% | 0.29% | 0.45% | Q3 2017 | Q1 2020 | 11 |
AXA S.A. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 11 |
WRAPMANAGER INC | 4 | 2 | 0.08% | 0.34% | 0.64% | Q2 2016 | Q4 2019 | 11 |
Grove Bank & Trust | 7 | 4 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 11 |
FIRST MANHATTAN CO. LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 8 | 3 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q1 2018 | 11 |
Maryland Capital Management | 8 | 1 | 0.10% | 0.13% | 0.15% | Q4 2018 | Q3 2022 | 11 |
CREDIT AGRICOLE S A | 10 | 1 | 0.00% | 0.03% | 0.29% | Q3 2013 | Q1 2017 | 11 |
First Horizon Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Courage Miller Partners, LLC | 5 | 1 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 10 |
Lido Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Baird Financial Group, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 10 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BROWN BROTHERS HARRIMAN & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 10 |
EXANE DERIVATIVES | 10 | 10 | 0.05% | 0.07% | 0.12% | Q1 2020 | Q2 2022 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q3 2018 | 10 |
Sawyer & Company, Inc | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2020 | 10 |
Qube Research & Technologies Ltd | 4 | 2 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 10 |
Glassman Wealth Services | 9 | 1 | 0.00% | 0.12% | 0.17% | Q4 2014 | Q4 2021 | 10 |
Rollins Financial | 7 | 3 | 0.07% | 0.19% | 0.29% | Q4 2020 | Q2 2023 | 10 |
QUATTRO FINANCIAL ADVISORS LLC | 10 | 10 | 0.17% | 0.32% | 0.48% | Q1 2021 | Q2 2023 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 10 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.23% | 0.52% | Q1 2014 | Q4 2020 | 10 |
COOKSON PEIRCE & CO INC | 6 | 2 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 10 |
Cornerstone Wealth Management, LLC | 9 | 1 | 0.00% | 0.06% | 0.11% | Q3 2018 | Q3 2022 | 10 |
NatWest Group plc | 5 | 1 | 0.05% | 0.08% | 0.13% | Q2 2016 | Q1 2019 | 10 |
SII INVESTMENTS INC/WI | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2017 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 10 |
Wealthstar Advisors, LLC | 10 | 10 | 0.09% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 10 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 9 | 9 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q1 2020 | 9 |
Banco Santander, S.A. | 9 | 9 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.02% | 0.04% | 0.12% | Q3 2018 | Q3 2023 | 9 |
HOWE & RUSLING INC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.07% | 0.19% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Family Capital Trust Co | 9 | 9 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Global Wealth Management Investment Advisory, Inc. | 9 | 9 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q4 2020 | 9 |
PRUDENTIAL PLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2018 | 9 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 9 |
PRUDENTIAL FINANCIAL INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Truvestments Capital LLC | 5 | 1 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q1 2021 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.00% | 0.17% | 0.33% | Q3 2021 | Q3 2023 | 9 |
SYNOVUS FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2016 | 9 |
Veritable, L.P. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
BECK CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.78% | 0.90% | 1.02% | Q4 2013 | Q4 2015 | 9 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 9 |
PICTET ASSET MANAGEMENT LTD | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2020 | 9 |
BANQUE PICTET & CIE SA | 9 | 9 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q2 2023 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Cetera Investment Advisers | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Jackson Financial Management | 9 | 9 | 0.24% | 0.37% | 0.69% | Q4 2017 | Q4 2019 | 9 |
ING GROEP NV | 8 | 1 | 0.00% | 0.05% | 0.07% | Q1 2014 | Q1 2019 | 9 |
GLENMEDE TRUST CO NA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Avestar Capital, LLC | 9 | 9 | 0.08% | 0.70% | 1.02% | Q4 2018 | Q4 2020 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.05% | 0.46% | Q2 2021 | Q3 2023 | 9 |
CAHILL FINANCIAL ADVISORS INC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Stelac Advisory Services LLC | 9 | 9 | 0.03% | 0.09% | 0.16% | Q2 2017 | Q2 2019 | 9 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Nan Shan Life Insurance Co., Ltd. | 8 | 8 | 0.08% | 0.27% | 0.45% | Q3 2015 | Q2 2017 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q1 2015 | 8 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
ARS Wealth Advisors, LLC | 7 | 1 | 0.09% | 0.12% | 0.16% | Q4 2013 | Q4 2015 | 8 |
VALLEY NATIONAL ADVISERS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.02% | 0.10% | Q4 2018 | Q1 2021 | 8 |
GEODE CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Trust Co | 8 | 8 | 0.01% | 0.06% | 0.18% | Q1 2015 | Q4 2016 | 8 |
SUMMIT FINANCIAL GROUP, INC. | 7 | 1 | 0.08% | 0.10% | 0.11% | Q4 2019 | Q4 2021 | 8 |
Vigilant Capital Management, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 8 |
American Financial Network Advisory Services LLC | 8 | 8 | 0.32% | 0.39% | 0.44% | Q3 2017 | Q2 2019 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Choate Investment Advisors | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
OPPENHEIMER & CO INC | 8 | 8 | 0.20% | 0.20% | 0.21% | Q2 2013 | Q1 2015 | 8 |
RMB Capital Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 8 |
Parkside Financial Bank & Trust | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q3 2020 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2014 | Q3 2016 | 8 |
Atria Investments, Inc | 6 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 8 |
VISTA CAPITAL PARTNERS, INC. | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Beaumont Financial Partners, LLC | 6 | 1 | 0.03% | 1.12% | 4.75% | Q2 2014 | Q4 2018 | 8 |
Hamilton Wealth, LLC | 4 | 4 | 1.09% | 2.94% | 4.21% | Q4 2018 | Q4 2021 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q4 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 7 | 7 | 0.08% | 0.24% | 0.29% | Q2 2020 | Q4 2021 | 7 |
TELEMUS CAPITAL, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2019 | 7 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
FDx Advisors, Inc. | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 7 |
Anfield Capital Management, LLC | 4 | 1 | 0.62% | 0.81% | 1.17% | Q4 2020 | Q4 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.20% | 0.23% | 0.25% | Q1 2022 | Q3 2023 | 7 |
BOSTON PRIVATE BANK & TRUST CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 7 |
ALLIANCEBERNSTEIN L.P. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2020 | 7 |
Moloney Securities Asset Management, LLC | 6 | 1 | 0.04% | 0.07% | 0.20% | Q1 2019 | Q1 2022 | 7 |
1832 Asset Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 7 |
Morningstar Investment Services LLC | 7 | 7 | 0.09% | 0.32% | 0.40% | Q4 2018 | Q2 2020 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2020 | 7 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
DAVENPORT & Co LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Wharton Business Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
TORONTO DOMINION BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2018 | 7 |
WBI INVESTMENTS, LLC | 7 | 7 | 0.12% | 0.32% | 0.62% | Q2 2021 | Q4 2022 | 7 |
Key FInancial Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 7 |
BRADLEY FOSTER & SARGENT INC/CT | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Gilbert & Cook, Inc. | 7 | 7 | 0.06% | 0.22% | 0.29% | Q4 2018 | Q2 2020 | 7 |
NOTTINGHAM ADVISORS, INC. | 4 | 3 | 0.23% | 0.96% | 1.16% | Q2 2020 | Q3 2023 | 7 |
SEI INVESTMENTS CO | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 7 |
Transamerica Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.34% | 0.94% | Q1 2015 | Q4 2018 | 7 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 6 | 6 | 0.12% | 0.44% | 1.12% | Q4 2017 | Q1 2019 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
MARYLAND CAPITAL ADVISORS INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Moors & Cabot, Inc. | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q1 2022 | 6 |
Ballentine Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q3 2016 | 6 |
Crosspoint Capital Strategies, LLC | 6 | 6 | 0.01% | 0.06% | 0.13% | Q2 2014 | Q3 2015 | 6 |
BBVA USA Bancshares, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2020 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ZWJ INVESTMENT COUNSEL INC | 4 | 2 | 0.05% | 0.06% | 0.06% | Q1 2017 | Q1 2020 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q4 2022 | 6 |
Newbridge Financial Services Group, Inc. | 5 | 1 | 0.02% | 0.06% | 0.13% | Q3 2020 | Q3 2023 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
EFG Asset Management (Americas) Corp. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
Starfire Investment Advisers, Inc. | 6 | 6 | 0.08% | 0.10% | 0.11% | Q1 2019 | Q2 2020 | 6 |
TCWP LLC | 6 | 6 | 0.30% | 0.36% | 0.42% | Q4 2021 | Q1 2023 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Traynor Capital Management, Inc. | 6 | 6 | 0.17% | 0.32% | 0.53% | Q4 2014 | Q1 2016 | 6 |
Telos Capital Management, Inc. | 6 | 6 | 0.30% | 0.33% | 0.39% | Q2 2015 | Q3 2016 | 6 |
DONALDSON CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.08% | 0.10% | 0.12% | Q1 2010 | Q2 2011 | 6 |
Miracle Mile Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.08% | 0.09% | 0.09% | Q2 2018 | Q3 2019 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
ICICI Prudential Asset Management Co Ltd | 5 | 5 | 0.13% | 0.22% | 0.31% | Q3 2022 | Q3 2023 | 5 |
Interchange Capital Partners, LLC | 4 | 1 | 0.02% | 0.26% | 0.36% | Q4 2020 | Q3 2023 | 5 |
FAIRFIELD, BUSH & CO. | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2016 | Q2 2023 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
NIEMANN CAPITAL MANAGEMENT INC | 4 | 1 | 0.45% | 0.59% | 0.79% | Q4 2014 | Q4 2018 | 5 |
PICTET ASSET MANAGEMENT SA | 5 | 5 | 0.00% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 5 |
BHF Kleinwort Benson Group S.A. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q2 2015 | 5 |
Goodwin Investment Advisory | 5 | 5 | 0.05% | 0.13% | 0.22% | Q3 2022 | Q3 2023 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.02% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Vestmark Advisory Solutions, Inc. | 5 | 5 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 5 |
Jacobi Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2021 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 1 | 0.04% | 0.06% | 0.08% | Q4 2014 | Q4 2018 | 5 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 3 | 2 | 0.92% | 1.16% | 1.31% | Q2 2022 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Valeo Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Smithfield Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
XPONANCE, INC. | 5 | 5 | 0.20% | 0.34% | 0.43% | Q3 2015 | Q3 2016 | 5 |
Apexium Financial, LP | 5 | 5 | 0.32% | 0.38% | 0.44% | Q3 2022 | Q3 2023 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Kingfisher Capital LLC | 4 | 1 | 0.06% | 0.84% | 1.42% | Q2 2013 | Q4 2015 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q2 2014 | 5 |
FundX Investment Group, LLC | 5 | 5 | 0.26% | 0.48% | 1.00% | Q1 2020 | Q1 2021 | 5 |
ShoreHaven Wealth Partners, LLC | 5 | 5 | 0.52% | 0.58% | 0.66% | Q3 2022 | Q3 2023 | 5 |
ONE Advisory Partners, LLC | 5 | 5 | 0.14% | 0.17% | 0.27% | Q3 2022 | Q3 2023 | 5 |
BARINGS LLC | 3 | 2 | 0.06% | 0.30% | 0.45% | Q3 2018 | Q4 2022 | 5 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.07% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Vontobel Holding Ltd. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Sound Income Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 5 |
Capricorn Fund Managers Ltd | 5 | 5 | 4.17% | 6.05% | 7.19% | Q4 2021 | Q4 2022 | 5 |
Stifel Trust Company, N.A. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.42% | 0.44% | 0.46% | Q4 2021 | Q4 2022 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Oliver Luxxe Assets LLC | 4 | 4 | 0.51% | 1.85% | 2.57% | Q4 2015 | Q3 2016 | 4 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2021 | 4 |
Daiwa SB Investments Ltd. | 4 | 4 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q1 2019 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 4 |
Greytown Advisors Inc. | 4 | 4 | 0.38% | 0.50% | 0.54% | Q4 2016 | Q3 2017 | 4 |
One Wealth Advisors, LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KM Capital Management Ltd. | 4 | 4 | 0.38% | 0.74% | 0.96% | Q4 2022 | Q3 2023 | 4 |
CONTINUUM WEALTH ADVISORS, LLC | 4 | 4 | 0.27% | 0.33% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ten Capital Wealth Advisors, LLC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 4 |
Mayfair Advisory Group, LLC | 4 | 4 | 0.23% | 0.33% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Sandy Spring Bank | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 4 |
COURIER CAPITAL LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 4 |
ANGELES WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Well Done, LLC | 4 | 4 | 0.07% | 3.03% | 11.77% | Q4 2015 | Q3 2016 | 4 |
LFA - Lugano Financial Advisors SA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
TrinityPoint Wealth, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Global Financial Private Capital, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Wealthgate Family Office, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.22% | 0.41% | 0.78% | Q3 2018 | Q1 2020 | 4 |
Trutina Financial LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q3 2013 | Q2 2014 | 4 |
Concord Wealth Partners | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Geneva Partners, LLC | 3 | 1 | 0.12% | 0.27% | 0.39% | Q2 2020 | Q4 2021 | 4 |
AMP Capital Investors Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Vectors Research Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
First International Bank & Trust | 4 | 4 | 2.02% | 2.18% | 2.25% | Q1 2022 | Q4 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PATRON PARTNERS, LLC | 4 | 4 | 0.36% | 0.38% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Clear Perspective Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 4 |
USCA RIA LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q3 2020 | Q2 2021 | 4 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.03% | 0.08% | 0.21% | Q2 2016 | Q3 2022 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Lombard Odier & Cie (Canada), Limited Partnership | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2013 | Q3 2014 | 4 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 2 | 2 | 0.17% | 0.43% | 0.67% | Q3 2018 | Q3 2019 | 4 |
Mayflower Financial Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.01% | 0.14% | 0.30% | Q4 2013 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
UBP Investment Advisors SA | 4 | 4 | 0.72% | 0.76% | 0.80% | Q4 2017 | Q3 2018 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q4 2016 | 4 |
AdvisorNet Financial, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WOLVERINE TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
LaSalle St. Investment Advisors, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
W ADVISORS, LLC | 3 | 3 | 0.24% | 0.26% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Barry Investment Advisors, LLC | 2 | 1 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 3 |
Savant Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q2 2022 | 3 |
Close Asset Management Ltd | 3 | 3 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q1 2019 | 3 |
Graticule Asia Macro Advisors LLC | 2 | 2 | 2.65% | 6.54% | 9.01% | Q1 2018 | Q2 2018 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 3 |
Ahrens Investment Partners LLC | 2 | 1 | 0.01% | 0.55% | 0.92% | Q1 2022 | Q1 2023 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
Element Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
VALICENTI ADVISORY SERVICES INC | 3 | 3 | 0.52% | 0.59% | 0.66% | Q1 2022 | Q3 2022 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sonoma Private Wealth LLC | 3 | 3 | 0.74% | 0.78% | 0.83% | Q1 2023 | Q3 2023 | 3 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
Bay Harbor Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 3 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 0.09% | 0.15% | 0.20% | Q1 2023 | Q3 2023 | 3 |
CULLEN/FROST BANKERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HT Partners LLC | 3 | 3 | 1.78% | 2.24% | 2.70% | Q4 2014 | Q2 2015 | 3 |
CX Institutional | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 3 |
Trident Investment Management, LLC | 3 | 3 | 11.68% | 17.26% | 20.08% | Q2 2013 | Q4 2013 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
FUKOKU MUTUAL LIFE INSURANCE Co | 3 | 3 | 1.63% | 1.66% | 1.73% | Q4 2016 | Q2 2017 | 3 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 3 |
BARING ASSET MANAGEMENT Ltd | 2 | 1 | 0.08% | 0.11% | 0.18% | Q3 2014 | Q3 2015 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Wakefield Asset Management LLLP | 3 | 3 | 0.29% | 0.32% | 0.35% | Q2 2019 | Q4 2019 | 3 |
JFS WEALTH ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
WMS Partners, LLC | 3 | 3 | 0.04% | 0.08% | 0.14% | Q4 2022 | Q2 2023 | 3 |
Homrich & Berg | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MinichMacGregor Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.19% | 0.29% | Q3 2017 | Q1 2019 | 3 |
TRUEWEALTH LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 2 |
Visionary Wealth Advisors | 2 | 2 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q1 2020 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Stonebridge Financial Planning Group, LLC | 2 | 2 | 0.20% | 0.27% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 2 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2017 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Janney Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
EWG Elevate Inc. | 1 | 1 | 1.81% | 1.92% | 2.02% | Q2 2020 | Q2 2022 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Strengthening Families & Communities, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Echo Point Investment Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
Columbus Macro, LLC | 2 | 2 | 0.86% | 1.35% | 1.84% | Q2 2020 | Q3 2020 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.87% | 0.97% | 1.07% | Q3 2020 | Q4 2020 | 2 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Financial Engines Advisors L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.12% | 0.75% | 1.37% | Q2 2016 | Q3 2016 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 2 |
CPR Investments Inc. | 1 | 1 | 3.07% | 3.29% | 3.52% | Q1 2023 | Q3 2023 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 1.90% | 2.04% | 2.18% | Q2 2023 | Q3 2023 | 2 |
KWMG, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Security Financial Services, INC. | 2 | 2 | 0.06% | 0.11% | 0.15% | Q2 2023 | Q3 2023 | 2 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Estate Counselors, LLC | 2 | 2 | 0.31% | 0.32% | 0.33% | Q2 2013 | Q3 2013 | 2 |
Founders Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
EASTERN BANK | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RMR Wealth Builders | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 2 |
Detwiler Fenton Investment Management LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2009 | Q1 2010 | 2 |
Financial & Tax Architects, LLC | 1 | 1 | 0.40% | 0.64% | 0.89% | Q1 2021 | Q3 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Ascent Group, LLC | 1 | 1 | 0.18% | 0.23% | 0.27% | Q2 2022 | Q4 2022 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q2 2023 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Partners Group Holding AG | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WealthOne, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Beaumont Capital Management, LLC | 1 | 1 | 2.46% | 2.46% | 2.46% | Q4 2022 | Q4 2022 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vienna Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Eldridge Investment Advisors, Inc. | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2023 | Q3 2023 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
UNITED MARITIME CAPITAL LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
CHARTIST INC /CA/ | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2019 | Q2 2019 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2022 | Q2 2022 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2014 | Q3 2014 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Affinity Capital Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 1.88% | 1.88% | 1.88% | Q4 2017 | Q4 2017 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q4 2014 | Q4 2014 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Trexquant Investment LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2018 | Q3 2018 | 1 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Wealth Alliance | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Essex Savings Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Pathlight Investors LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2018 | Q4 2018 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2018 | Q4 2018 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Efficient Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
55I, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Del Mar Asset Management, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2015 | Q4 2015 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Barton Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Tranquility Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FolioMetrix LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q4 2014 | Q4 2014 | 1 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.