Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 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 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Arete Wealth Advisors, LLC | 40 | 40 | 0.00% | 0.25% | 0.47% | Q4 2013 | Q3 2023 | 40 |
BANK OF MONTREAL /CAN/ | 37 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
CITIGROUP INC | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
LPL Financial LLC | 26 | 12 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.04% | 0.50% | Q4 2013 | Q3 2023 | 35 |
Fisher Asset Management, LLC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
US BANCORP \DE\ | 24 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2022 | 33 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 32 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2023 | 30 |
QUANTUM CAPITAL MANAGEMENT | 30 | 30 | 0.06% | 0.15% | 0.34% | Q2 2013 | Q3 2020 | 30 |
Cambridge Investment Research Advisors, Inc. | 10 | 3 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 29 |
Advisory Services Network, LLC | 13 | 2 | 0.00% | 0.01% | 0.11% | Q4 2014 | Q1 2023 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 3 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q4 2021 | 28 |
AMERIPRISE FINANCIAL INC | 25 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 27 |
NOMURA ASSET MANAGEMENT CO LTD | 26 | 26 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2019 | 26 |
Cetera Advisors LLC | 15 | 10 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 25 |
Front Row Advisors LLC | 24 | 24 | 0.08% | 0.12% | 0.21% | Q4 2017 | Q3 2023 | 24 |
CWM, LLC | 16 | 8 | 0.00% | 0.45% | 0.99% | Q3 2017 | Q3 2023 | 24 |
Ayalon Insurance Comp Ltd. | 24 | 24 | 1.11% | 1.90% | 3.46% | Q4 2017 | Q3 2023 | 24 |
Family Firm, Inc. | 23 | 23 | 0.11% | 0.14% | 0.18% | Q1 2018 | Q3 2023 | 23 |
HOLDERNESS INVESTMENTS CO | 23 | 23 | 0.09% | 0.27% | 0.80% | Q4 2015 | Q2 2021 | 23 |
FIL Ltd | 23 | 23 | 0.00% | 0.03% | 0.07% | Q3 2016 | Q1 2022 | 23 |
Tower Research Capital LLC (TRC) | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 23 |
HOWE & RUSLING INC | 19 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 22 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 22 |
Perigon Wealth Management, LLC | 9 | 1 | 0.01% | 0.18% | 0.36% | Q4 2013 | Q1 2022 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 10 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.34% | Q3 2018 | Q3 2023 | 21 |
JPMORGAN CHASE & CO | 20 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 21 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 20 |
Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 20 |
BARCLAYS PLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2021 | 20 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
JUNCTURE WEALTH STRATEGIES, LLC | 18 | 1 | 0.14% | 0.45% | 0.76% | Q3 2015 | Q4 2020 | 19 |
HSBC HOLDINGS PLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q2 2022 | 18 |
BESSEMER GROUP INC | 7 | 1 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 10 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 18 |
Brookstone Capital Management | 8 | 2 | 0.01% | 0.10% | 0.40% | Q1 2015 | Q4 2021 | 17 |
Anchor Investment Management, LLC | 11 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2023 | 17 |
AdvisorNet Financial, Inc | 17 | 17 | 0.00% | 0.03% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Steward Partners Investment Advisory, LLC | 11 | 5 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 16 |
Kistler-Tiffany Companies, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
Raymond James Financial Services Advisors, Inc. | 10 | 6 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 16 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 16 |
IFP Advisors, Inc | 10 | 6 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 16 |
Janney Montgomery Scott LLC | 10 | 5 | 0.00% | 0.05% | 0.27% | Q4 2016 | Q3 2023 | 15 |
STIFEL FINANCIAL CORP | 8 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 15 |
Salomon & Ludwin, LLC | 15 | 15 | 0.61% | 0.73% | 0.86% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.04% | 0.20% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Corbenic Partners LLC | 14 | 1 | 0.06% | 0.13% | 0.25% | Q2 2013 | Q2 2017 | 15 |
Jacobi Capital Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 14 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2017 | 14 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q2 2022 | 14 |
MML INVESTORS SERVICES, LLC | 10 | 1 | 0.00% | 0.06% | 0.33% | Q3 2017 | Q3 2023 | 14 |
Private Capital Group, LLC | 8 | 5 | 0.00% | 0.03% | 0.14% | Q4 2017 | Q2 2022 | 13 |
Newfound Research LLC | 8 | 1 | 2.44% | 4.11% | 7.73% | Q2 2016 | Q2 2020 | 13 |
BlackRock Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
QUADRANT CAPITAL GROUP LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
TD Capital Management LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2020 | 13 |
Avion Wealth | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
People's United Financial, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 13 |
FineMark National Bank & Trust | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.02% | 0.10% | Q3 2014 | Q4 2021 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
ASSETMARK, INC | 4 | 1 | 0.00% | 0.09% | 0.85% | Q3 2014 | Q3 2021 | 12 |
Hudock, Inc. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2019 | 12 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2020 | 12 |
CREDIT SUISSE AG/ | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2022 | 12 |
Millburn Ridgefield Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
M&T BANK CORP | 12 | 12 | 0.01% | 0.05% | 0.47% | Q4 2020 | Q3 2023 | 12 |
SENTINEL TRUST CO LBA | 12 | 12 | 0.15% | 0.30% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Financial Architects, Inc | 12 | 12 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2020 | 12 |
WRAPMANAGER INC | 8 | 4 | 0.07% | 0.39% | 0.75% | Q2 2016 | Q4 2019 | 12 |
Parallel Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 11 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 11 |
NewEdge Advisors, LLC | 10 | 1 | 0.00% | 0.07% | 0.31% | Q2 2017 | Q3 2023 | 11 |
GREENWOOD CAPITAL ASSOCIATES LLC | 11 | 11 | 0.00% | 0.46% | 1.20% | Q1 2021 | Q3 2023 | 11 |
Compagnie Lombard Odier SCmA | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 11 |
Sunflower Bank, N.A. | 11 | 11 | 0.12% | 0.26% | 0.47% | Q1 2021 | Q3 2023 | 11 |
Slow Capital, Inc. | 11 | 11 | 0.32% | 0.59% | 0.86% | Q4 2017 | Q2 2020 | 11 |
MPS Loria Financial Planners, LLC | 8 | 1 | 0.08% | 0.10% | 0.14% | Q2 2017 | Q1 2022 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Virtu KCG Holdings LLC | 8 | 1 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2016 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2022 | 10 |
BLAIR WILLIAM & CO/IL | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CLIENT 1ST ADVISORY GROUP, LLC | 10 | 10 | 0.20% | 0.93% | 1.82% | Q2 2021 | Q3 2023 | 10 |
Spire Wealth Management | 10 | 10 | 0.09% | 0.14% | 0.20% | Q2 2021 | Q3 2023 | 10 |
TRUIST FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Ancora Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SCOTIA CAPITAL INC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Madden Advisory Services, Inc. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 10 |
Strategic Blueprint, LLC | 10 | 10 | 0.03% | 0.23% | 0.57% | Q2 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
D.A. DAVIDSON & CO. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 10 |
Richard Bernstein Advisors LLC | 10 | 10 | 0.00% | 1.12% | 1.95% | Q2 2021 | Q3 2023 | 10 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 10 |
Clearview Wealth Advisors LLC | 9 | 9 | 0.06% | 0.40% | 1.29% | Q2 2021 | Q2 2023 | 9 |
Commonwealth Equity Services, Inc | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2017 | 9 |
PICTET ASSET MANAGEMENT LTD | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2021 | 9 |
Aptus Capital Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q4 2021 | 9 |
AVIANCE CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.26% | 0.30% | 0.33% | Q1 2017 | Q1 2019 | 9 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
GREENLEAF TRUST | 9 | 9 | 0.02% | 0.07% | 0.13% | Q2 2017 | Q2 2019 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.04% | 0.16% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Harel Insurance Investments & Financial Services Ltd. | 8 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q4 2018 | 9 |
KCS Wealth Advisory | 9 | 9 | 0.69% | 0.83% | 0.93% | Q4 2017 | Q4 2019 | 9 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Snowden Capital Advisors LLC | 8 | 1 | 0.02% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 3 | 0.07% | 0.51% | 1.54% | Q2 2021 | Q3 2023 | 9 |
PARK AVENUE SECURITIES LLC | 7 | 2 | 0.02% | 0.55% | 1.98% | Q3 2019 | Q4 2021 | 9 |
OPTIMUM INVESTMENT ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
OLD MISSION CAPITAL LLC | 6 | 2 | 0.02% | 0.05% | 0.10% | Q2 2016 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Crosspoint Capital Strategies, LLC | 8 | 8 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q3 2015 | 8 |
10-15 ASSOCIATES, INC. | 8 | 8 | 0.22% | 0.24% | 0.27% | Q2 2013 | Q1 2015 | 8 |
BANK HAPOALIM BM | 8 | 8 | 0.06% | 0.36% | 0.53% | Q2 2014 | Q1 2016 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Cambria Investment Management, L.P. | 5 | 1 | 0.58% | 0.86% | 1.12% | Q2 2015 | Q4 2022 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Mandatum Life Insurance Co Ltd | 6 | 1 | 0.01% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.02% | 0.08% | 0.18% | Q2 2020 | Q2 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FRANKLIN RESOURCES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cetera Advisor Networks LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2022 | 8 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2023 | 8 |
Kestra Advisory Services, LLC | 8 | 8 | 0.01% | 0.05% | 0.12% | Q2 2021 | Q1 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.08% | 0.12% | 0.22% | Q4 2021 | Q3 2023 | 8 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 2 | 0.13% | 0.27% | 0.56% | Q4 2020 | Q1 2023 | 7 |
CIBC WORLD MARKET INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Raab & Moskowitz Asset Management LLC | 7 | 7 | 0.12% | 0.24% | 0.41% | Q3 2017 | Q1 2019 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Venturi Wealth Management, LLC | 6 | 1 | 0.00% | 0.07% | 0.17% | Q2 2021 | Q1 2023 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
CENTAURUS FINANCIAL, INC. | 4 | 3 | 0.00% | 0.11% | 0.30% | Q4 2017 | Q1 2022 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2022 | 7 |
Aspire Private Capital, LLC | 5 | 2 | 0.00% | 0.07% | 0.09% | Q4 2018 | Q4 2022 | 7 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.07% | 0.15% | Q3 2017 | Q1 2023 | 7 |
AlphaCore Capital LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Renaissance Technologies | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Aspire Wealth Management Corp | 7 | 7 | 0.00% | 0.03% | 0.16% | Q4 2021 | Q2 2023 | 7 |
LEO BROKERAGE, LLC | 3 | 2 | 0.57% | 0.69% | 0.89% | Q1 2021 | Q2 2023 | 7 |
Maryland Capital Management | 6 | 1 | 0.11% | 0.12% | 0.13% | Q4 2018 | Q1 2022 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 7 |
American Portfolios Advisors | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 7 |
CAROLINAS WEALTH CONSULTING LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
PRUDENTIAL FINANCIAL INC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2022 | 7 |
ICICI Prudential Asset Management Co Ltd | 7 | 7 | 0.22% | 0.38% | 0.53% | Q1 2022 | Q3 2023 | 7 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
McIlrath & Eck, LLC | 7 | 7 | 0.07% | 0.13% | 0.18% | Q1 2022 | Q3 2023 | 7 |
TFO Wealth Partners, LLC | 6 | 6 | 0.00% | 0.02% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Vestmark Advisory Solutions, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 6 | 6 | 0.14% | 0.20% | 0.33% | Q2 2021 | Q3 2022 | 6 |
Beaumont Financial Partners, LLC | 4 | 1 | 0.02% | 0.32% | 0.90% | Q2 2014 | Q2 2021 | 6 |
Outlook Wealth Advisors, LLC | 6 | 6 | 1.80% | 2.17% | 2.44% | Q2 2021 | Q3 2022 | 6 |
SVB WEALTH LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PATRON PARTNERS, LLC | 6 | 6 | 0.27% | 0.28% | 0.30% | Q2 2021 | Q3 2022 | 6 |
LAZARD ASSET MANAGEMENT LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q1 2018 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
ALLIANCEBERNSTEIN L.P. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2017 | 6 |
WealthShield Partners, LLC | 3 | 3 | 0.01% | 0.26% | 0.69% | Q2 2021 | Q3 2023 | 6 |
Merriman Wealth Management, LLC | 5 | 1 | 0.23% | 0.55% | 0.66% | Q4 2016 | Q3 2018 | 6 |
Northwest Capital Management Inc | 4 | 2 | 0.07% | 0.94% | 2.16% | Q3 2021 | Q3 2023 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Telos Capital Management, Inc. | 6 | 6 | 0.39% | 0.46% | 0.54% | Q4 2016 | Q1 2018 | 6 |
BHF Kleinwort Benson Group S.A. | 6 | 6 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q2 2015 | 6 |
CREDIT AGRICOLE S A | 4 | 2 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q4 2015 | 6 |
SIGNATUREFD, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 1 | 0.11% | 0.38% | 0.60% | Q2 2015 | Q1 2023 | 6 |
NewSquare Capital LLC | 6 | 6 | 0.00% | 0.29% | 0.58% | Q2 2013 | Q3 2014 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Mutual Advisors, LLC | 6 | 6 | 0.01% | 0.03% | 0.03% | Q2 2021 | Q3 2022 | 6 |
Bernardo Wealth Planning LLC | 6 | 6 | 0.21% | 1.81% | 2.81% | Q2 2021 | Q3 2022 | 6 |
HighTower Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 6 |
WealthPLAN Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2021 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
SYNOVUS FINANCIAL CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 6 |
TCWP LLC | 6 | 6 | 0.28% | 0.42% | 0.92% | Q4 2021 | Q1 2023 | 6 |
Lido Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.07% | 0.19% | Q1 2014 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q4 2022 | 6 |
Mirae Asset Global Investments Co., Ltd. | 2 | 1 | 0.01% | 0.11% | 0.43% | Q1 2009 | Q3 2018 | 6 |
WOLFF WIESE MAGANA LLC | 6 | 6 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q3 2022 | 6 |
Bank of New York Mellon Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 6 |
Linscomb & Williams, Inc. | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 6 |
Perella Weinberg Partners Capital Management LP | 3 | 3 | 0.32% | 0.68% | 1.16% | Q3 2016 | Q1 2018 | 6 |
FDx Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Cedar Brook Financial Partners, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 6 |
AMP Capital Investors Ltd | 4 | 2 | 0.02% | 0.11% | 0.30% | Q2 2013 | Q4 2016 | 6 |
FLC Capital Advisors | 5 | 5 | 0.08% | 0.27% | 0.53% | Q2 2021 | Q2 2022 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Cypress Wealth Services, LLC | 5 | 5 | 0.14% | 0.29% | 0.44% | Q2 2021 | Q2 2022 | 5 |
First Horizon Advisors, Inc. | 3 | 2 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2022 | 5 |
Ten Capital Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
AE Wealth Management LLC | 4 | 1 | 0.01% | 0.05% | 0.08% | Q4 2018 | Q1 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.03% | 0.38% | 0.57% | Q3 2021 | Q3 2022 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.01% | 0.10% | 0.16% | Q2 2021 | Q2 2022 | 5 |
Concorde Asset Management, LLC | 3 | 2 | 0.16% | 0.43% | 0.66% | Q1 2019 | Q4 2021 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
REGIONS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Quad-Cities Investment Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
EXANE DERIVATIVES | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Csenge Advisory Group | 4 | 1 | 0.03% | 0.08% | 0.26% | Q4 2019 | Q1 2022 | 5 |
Cardinal Strategic Wealth Guidance | 5 | 5 | 0.00% | 0.50% | 1.54% | Q3 2021 | Q3 2022 | 5 |
Belpointe Asset Management LLC | 3 | 2 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q1 2023 | 5 |
Foundations Investment Advisors, LLC | 5 | 5 | 0.02% | 0.10% | 0.16% | Q2 2021 | Q2 2022 | 5 |
Bay Harbor Wealth Management, LLC | 4 | 1 | 0.00% | 0.51% | 1.06% | Q4 2020 | Q1 2022 | 5 |
Sigma Planning Corp | 5 | 5 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q2 2022 | 5 |
Semmax Financial Advisors Inc. | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q4 2019 | 5 |
Vigilant Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
RFG Advisory, LLC | 4 | 4 | 0.04% | 0.11% | 0.22% | Q2 2021 | Q1 2022 | 4 |
55I, LLC | 4 | 4 | 0.06% | 1.29% | 2.04% | Q2 2021 | Q1 2022 | 4 |
Diversified, LLC | 4 | 4 | 9.72% | 10.48% | 11.48% | Q2 2021 | Q1 2022 | 4 |
PATTON ALBERTSON MILLER GROUP, LLC | 4 | 4 | 0.11% | 0.19% | 0.27% | Q2 2021 | Q1 2022 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
MCIA Inc | 4 | 4 | 0.36% | 0.59% | 0.78% | Q2 2021 | Q1 2022 | 4 |
Williams Financial, LLC | 4 | 4 | 0.30% | 0.94% | 1.43% | Q2 2021 | Q1 2022 | 4 |
Day & Ennis, LLC | 4 | 4 | 0.25% | 0.89% | 1.15% | Q2 2021 | Q1 2022 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.10% | 0.14% | Q2 2021 | Q1 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q1 2022 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
BARINGS LLC | 4 | 4 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2018 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 4 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 4 | 4 | 0.20% | 0.48% | 0.94% | Q4 2017 | Q3 2018 | 4 |
Daiwa SB Investments Ltd. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Sandy Spring Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IFG Advisory, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 1.42% | 1.46% | 1.55% | Q4 2022 | Q3 2023 | 4 |
Apollon Wealth Management, LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q2 2020 | Q1 2023 | 4 |
Joel Isaacson & Co., LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
StoneX Group Inc. | 3 | 1 | 0.05% | 0.12% | 0.34% | Q2 2017 | Q4 2021 | 4 |
Baystate Wealth Management LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Horst & Graben Wealth Management LLC | 4 | 4 | 0.06% | 0.95% | 1.35% | Q2 2021 | Q1 2022 | 4 |
Interchange Capital Partners, LLC | 4 | 4 | 0.24% | 0.37% | 0.51% | Q4 2021 | Q3 2022 | 4 |
Private Wealth Advisors, Inc. | 4 | 4 | 0.10% | 0.11% | 0.12% | Q2 2014 | Q1 2015 | 4 |
Sowell Financial Services LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.02% | 0.73% | 1.13% | Q2 2021 | Q1 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 4 |
Lineweaver Wealth Advisors, LLC | 4 | 4 | 0.86% | 1.35% | 2.07% | Q2 2021 | Q1 2022 | 4 |
EQ LLC | 4 | 4 | 1.86% | 2.13% | 2.33% | Q2 2021 | Q1 2022 | 4 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2021 | 4 |
Mount Yale Investment Advisors, LLC | 3 | 1 | 0.05% | 0.12% | 0.17% | Q2 2018 | Q4 2021 | 4 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.13% | 0.18% | Q2 2021 | Q1 2022 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.01% | 0.51% | 0.81% | Q2 2021 | Q1 2022 | 4 |
Tradition Wealth Management, LLC | 4 | 4 | 0.00% | 0.16% | 0.28% | Q2 2021 | Q1 2022 | 4 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 4 | 4 | 0.17% | 1.33% | 1.87% | Q2 2021 | Q1 2022 | 4 |
GRIES FINANCIAL LLC | 4 | 4 | 0.08% | 0.55% | 0.73% | Q2 2021 | Q1 2022 | 4 |
COOKSON PEIRCE & CO INC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2022 | 4 |
Marks Group Wealth Management, Inc | 3 | 3 | 0.04% | 0.07% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Quadrant Private Wealth Management, LLC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Stokes Family Office, LLC | 3 | 3 | 1.25% | 1.40% | 1.54% | Q2 2021 | Q4 2021 | 3 |
CAHILL FINANCIAL ADVISORS INC | 3 | 3 | 0.07% | 0.26% | 0.40% | Q3 2021 | Q1 2022 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q4 2021 | 3 |
SUTTON PLACE INVESTORS LLC | 3 | 3 | 0.31% | 0.40% | 0.56% | Q4 2021 | Q2 2022 | 3 |
SigFig Wealth Management, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.38% | 0.46% | 0.51% | Q2 2021 | Q4 2021 | 3 |
SWMG, LLC | 3 | 3 | 1.27% | 1.73% | 2.07% | Q2 2021 | Q4 2021 | 3 |
Cooper Financial Group | 3 | 3 | 0.20% | 1.22% | 1.86% | Q2 2021 | Q4 2021 | 3 |
Austin Private Wealth, LLC | 3 | 3 | 0.55% | 0.70% | 0.83% | Q2 2021 | Q4 2021 | 3 |
ONE Advisory Partners, LLC | 3 | 3 | 1.60% | 2.08% | 2.47% | Q2 2021 | Q4 2021 | 3 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
WHITTIER TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
4J Wealth Management LLC | 3 | 3 | 1.45% | 1.52% | 1.59% | Q2 2021 | Q4 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Truadvice, LLC | 3 | 3 | 0.44% | 0.54% | 0.66% | Q2 2021 | Q4 2021 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.12% | 0.15% | 0.18% | Q2 2021 | Q4 2021 | 3 |
VIVID FINANCIAL MANAGEMENT, INC. | 3 | 3 | 1.94% | 2.13% | 2.34% | Q2 2021 | Q4 2021 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Summit X, LLC | 3 | 3 | 0.38% | 0.51% | 0.62% | Q2 2021 | Q4 2021 | 3 |
OPPENHEIMER & CO INC | 2 | 1 | 0.01% | 0.13% | 0.19% | Q2 2013 | Q4 2017 | 3 |
Successful Portfolios LLC | 3 | 3 | 0.16% | 0.19% | 0.22% | Q2 2021 | Q4 2021 | 3 |
Beacon Financial Advisory LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q2 2021 | Q4 2021 | 3 |
FinTrust Capital Advisors, LLC | 3 | 3 | 0.03% | 0.07% | 0.11% | Q3 2021 | Q1 2022 | 3 |
Spectrum Planning & Advisory Services Inc. | 3 | 3 | 1.28% | 1.60% | 1.87% | Q2 2021 | Q4 2021 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
COMERICA SECURITIES,INC. | 3 | 3 | 0.20% | 0.27% | 0.35% | Q2 2021 | Q4 2021 | 3 |
HawsGoodwin Investment Management LLC | 3 | 3 | 0.76% | 1.04% | 1.26% | Q2 2021 | Q4 2021 | 3 |
Savior LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
PICTET ASSET MANAGEMENT SA | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.48% | 0.59% | 0.69% | Q2 2021 | Q4 2021 | 3 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 3 |
Atria Investments, Inc | 3 | 3 | 0.15% | 0.20% | 0.24% | Q2 2021 | Q4 2021 | 3 |
V Wealth Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Biltmore Capital Advisors LLC | 3 | 3 | 0.52% | 0.70% | 0.84% | Q2 2021 | Q4 2021 | 3 |
Lloyd Advisory Services, LLC. | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Pettinga Financial Advisors LLC | 3 | 3 | 1.38% | 2.00% | 2.60% | Q2 2021 | Q4 2021 | 3 |
Keystone Wealth Services, LLC | 3 | 3 | 0.11% | 0.30% | 0.47% | Q4 2021 | Q2 2022 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
High Falls Advisors, Inc | 3 | 3 | 1.49% | 1.99% | 2.46% | Q2 2021 | Q4 2021 | 3 |
MA Private Wealth | 3 | 3 | 0.18% | 1.37% | 1.96% | Q3 2021 | Q1 2022 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 3 |
CFS Investment Advisory Services, LLC | 3 | 3 | 0.03% | 0.68% | 1.33% | Q3 2021 | Q1 2022 | 3 |
True Link Financial Advisors, LLC | 3 | 3 | 0.01% | 0.06% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.08% | 0.12% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Private Portfolio Partners LLC | 3 | 3 | 0.15% | 0.20% | 0.24% | Q2 2021 | Q4 2021 | 3 |
HT Partners LLC | 3 | 3 | 1.44% | 1.71% | 1.97% | Q4 2014 | Q2 2015 | 3 |
OmniStar Financial Group, Inc. | 3 | 3 | 0.21% | 0.26% | 0.31% | Q2 2021 | Q4 2021 | 3 |
Sharkey, Howes & Javer | 3 | 3 | 1.17% | 1.62% | 2.02% | Q2 2021 | Q4 2021 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.27% | 0.30% | 0.35% | Q2 2021 | Q4 2021 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Lantz Financial LLC | 3 | 3 | 0.21% | 0.25% | 0.28% | Q2 2021 | Q4 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HYA Advisors, Inc | 3 | 3 | 0.81% | 0.87% | 0.94% | Q3 2021 | Q1 2022 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.08% | 0.11% | Q2 2021 | Q4 2021 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Capital Asset Advisory Services LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Western Wealth Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
NORTHERN TRUST CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Tri-Star Advisors Inc. | 3 | 3 | 1.52% | 2.05% | 2.41% | Q2 2021 | Q4 2021 | 3 |
CX Institutional | 3 | 3 | 0.08% | 0.09% | 0.12% | Q2 2022 | Q4 2022 | 3 |
SteelPeak Wealth, LLC | 3 | 3 | 0.29% | 0.41% | 0.53% | Q2 2021 | Q4 2021 | 3 |
Trek Financial, LLC | 3 | 3 | 0.15% | 0.20% | 0.24% | Q2 2021 | Q4 2021 | 3 |
Phoenix Holdings Ltd. | 3 | 3 | 0.47% | 0.52% | 0.56% | Q1 2023 | Q3 2023 | 3 |
Ifrah Financial Services, Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q1 2023 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Spectrum Asset Management, Inc. (NB/CA) | 3 | 3 | 0.74% | 1.19% | 1.62% | Q2 2021 | Q4 2021 | 3 |
Wealth Alliance | 3 | 3 | 0.34% | 0.37% | 0.43% | Q2 2021 | Q4 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.06% | 0.13% | 0.24% | Q4 2019 | Q2 2020 | 3 |
BMS Financial Advisors, LLC | 1 | 1 | 1.06% | 1.08% | 1.09% | Q4 2021 | Q4 2022 | 3 |
AVAII WEALTH MANAGEMENT, LLC | 3 | 3 | 2.94% | 3.06% | 3.17% | Q4 2021 | Q2 2022 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 |
One Wealth Advisors, LLC | 3 | 3 | 0.75% | 0.86% | 0.92% | Q2 2021 | Q4 2021 | 3 |
PAX Financial Group, LLC | 3 | 3 | 1.37% | 1.79% | 2.13% | Q2 2021 | Q4 2021 | 3 |
Intrua Financial, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Keebeck Wealth Management, LLC | 3 | 3 | 0.19% | 0.24% | 0.27% | Q2 2021 | Q4 2021 | 3 |
Physician Wealth Advisors, Inc. | 3 | 3 | 0.77% | 0.93% | 1.04% | Q2 2021 | Q4 2021 | 3 |
Invst, LLC | 3 | 3 | 0.24% | 0.39% | 0.47% | Q2 2021 | Q4 2021 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
TRUE Private Wealth Advisors | 3 | 3 | 0.07% | 0.09% | 0.11% | Q2 2021 | Q4 2021 | 3 |
Kovack Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
MCMORGAN & CO LLC | 3 | 3 | 1.18% | 1.78% | 2.38% | Q2 2021 | Q4 2021 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 3 |
NWAM LLC | 3 | 3 | 0.09% | 0.13% | 0.17% | Q2 2021 | Q4 2021 | 3 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 3 |
Hanlon Investment Management, Inc. | 3 | 3 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 2 |
FIRETHORN WEALTH PARTNERS, LLC | 1 | 1 | 1.08% | 1.41% | 1.75% | Q2 2021 | Q4 2021 | 2 |
Aveo Capital Partners, LLC | 1 | 1 | 0.17% | 0.72% | 1.26% | Q4 2019 | Q2 2021 | 2 |
Choate Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PFG Advisors | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Veracity Capital LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q3 2021 | 2 |
Strategic Investment Advisors / MI | 2 | 2 | 0.19% | 0.21% | 0.23% | Q4 2018 | Q1 2019 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Dentgroup LLC | 2 | 2 | 0.19% | 0.21% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Karn, Couzens & Associates, Inc. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q4 2021 | Q1 2022 | 2 |
RHS Financial, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q3 2021 | Q4 2021 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Oxler Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2021 | Q3 2021 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2021 | Q3 2021 | 2 |
MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
EVOKE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q3 2021 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2021 | Q3 2021 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2022 | 2 |
Nationwide Fund Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
GUARDIAN CAPITAL ADVISORS LP | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q3 2013 | 2 |
Insight Wealth Strategies, LLC | 2 | 2 | 0.07% | 0.10% | 0.12% | Q2 2021 | Q3 2021 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
Iron Horse Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
JB Capital LLC | 2 | 2 | 1.37% | 2.00% | 2.63% | Q3 2021 | Q4 2021 | 2 |
BlackRock Group LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Allianz Asset Management GmbH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 2 | 0.51% | 0.67% | 0.83% | Q4 2021 | Q1 2022 | 2 |
Bristlecone Advisors, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2020 | 2 |
Mayfair Advisory Group, LLC | 2 | 2 | 0.29% | 0.29% | 0.30% | Q2 2022 | Q3 2022 | 2 |
TNF LLC | 2 | 2 | 1.09% | 1.13% | 1.16% | Q3 2021 | Q4 2021 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q4 2021 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.57% | 1.13% | Q4 2021 | Q3 2023 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.57% | 0.62% | 0.66% | Q1 2017 | Q2 2017 | 2 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2022 | Q1 2022 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2018 | Q1 2018 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Wick Capital Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
W ADVISORS, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2021 | Q4 2021 | 1 |
Beaumont Capital Management, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
West Wealth Group, LLC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q4 2021 | Q4 2021 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2018 | Q4 2018 | 1 |
NatWest Group plc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
TrueWealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q4 2021 | Q4 2021 | 1 |
Professional Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2021 | Q4 2021 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MARIPAU WEALTH MANAGEMENT LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2021 | Q4 2021 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Midwest Heritage Bank, FSB | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 1.70% | 1.70% | 1.70% | Q2 2013 | Q2 2013 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SCHRODERS IS Ltd | 1 | 1 | 2.96% | 2.96% | 2.96% | Q1 2021 | Q1 2021 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2021 | Q3 2021 | 1 |
Wealth Management Solutions, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2021 | Q4 2021 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Towerpoint Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2021 | Q3 2021 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
BARING ASSET MANAGEMENT Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FolioMetrix LLC | 1 | 1 | 1.86% | 1.86% | 1.86% | Q4 2014 | Q4 2014 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Keystone Financial Services | 1 | 1 | 1.97% | 1.97% | 1.97% | Q4 2021 | Q4 2021 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
VISTA CAPITAL PARTNERS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2021 | Q4 2021 | 1 |
FIDUCIARY TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 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 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Security Financial Services, INC. | 1 | 1 | 1.31% | 1.31% | 1.31% | Q4 2021 | Q4 2021 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
STRINGER ASSET MANAGEMENT, LLC | 1 | 1 | 4.96% | 4.96% | 4.96% | Q4 2017 | Q4 2017 | 1 |
WealthOne, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2013 | Q4 2013 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.