Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 62 |
HUNTINGTON NATIONAL BANK | 20 | 1 | 0.00% | 0.00% | 0.02% | Q1 2009 | Q3 2023 | 48 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 46 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.11% | 0.30% | Q4 2012 | Q2 2023 | 43 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 43 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.10% | 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% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.00% | 0.10% | 0.36% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 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 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.00% | 0.30% | 1.02% | Q2 2013 | Q2 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Rathbones Group PLC | 39 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 40 |
Cetera Advisors LLC | 25 | 5 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 39 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 39 | 39 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2022 | 39 |
Cutler Group LLC / CA | 16 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 38 |
Cetera Advisor Networks LLC | 25 | 1 | 0.00% | 0.04% | 0.23% | Q1 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Family Firm, Inc. | 36 | 36 | 0.75% | 1.30% | 1.84% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 8 | 0.00% | 0.04% | 0.12% | Q4 2014 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 35 |
Roble, Belko & Company, Inc | 35 | 35 | 0.00% | 0.01% | 0.07% | Q1 2015 | Q3 2023 | 35 |
SALEM INVESTMENT COUNSELORS INC | 18 | 16 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 34 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q4 2023 | 32 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.02% | 0.26% | Q1 2014 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 31 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 30 | 30 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2020 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
Carroll Financial Associates, Inc. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 29 |
IFP Advisors, Inc | 15 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2023 | 29 |
Daiwa Securities Group Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
BESSEMER GROUP INC | 12 | 1 | 0.00% | 0.02% | 0.16% | Q4 2013 | Q3 2023 | 29 |
BARCLAYS PLC | 27 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2022 | 28 |
BANK OF THE WEST | 28 | 28 | 0.03% | 0.09% | 0.27% | Q1 2016 | Q4 2022 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 27 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Madden Advisory Services, Inc. | 26 | 26 | 0.15% | 0.79% | 1.68% | Q2 2013 | Q3 2019 | 26 |
QUANTUM CAPITAL MANAGEMENT | 19 | 2 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2020 | 26 |
Chesley Taft & Associates LLC | 17 | 2 | 0.02% | 0.11% | 0.27% | Q2 2014 | Q3 2023 | 25 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2021 | 25 |
WHITTIER TRUST CO OF NEVADA INC | 25 | 25 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q4 2020 | 25 |
Compagnie Lombard Odier SCmA | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 25 |
BLAIR WILLIAM & CO/IL | 11 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 25 |
AXA S.A. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2019 | 24 |
FIL Ltd | 24 | 24 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q2 2022 | 24 |
EVERGREEN CAPITAL MANAGEMENT LLC | 24 | 24 | 0.16% | 0.51% | 1.08% | Q4 2017 | Q3 2023 | 24 |
FUKOKU MUTUAL LIFE INSURANCE Co | 24 | 24 | 0.77% | 2.49% | 4.29% | Q4 2014 | Q3 2020 | 24 |
Perigon Wealth Management, LLC | 9 | 1 | 0.01% | 0.09% | 0.22% | Q3 2011 | Q3 2023 | 24 |
STIFEL FINANCIAL CORP | 16 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.00% | 0.09% | 0.24% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 13 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 23 |
Southeast Asset Advisors Inc. | 23 | 23 | 0.11% | 0.15% | 0.23% | Q3 2013 | Q1 2019 | 23 |
Fisher Asset Management, LLC | 23 | 23 | 0.01% | 0.09% | 0.44% | Q1 2018 | Q3 2023 | 23 |
Palisades Hudson Asset Management, L.P. | 22 | 1 | 0.21% | 1.56% | 3.28% | Q4 2014 | Q3 2020 | 23 |
PRUDENTIAL PLC | 23 | 23 | 0.01% | 0.03% | 0.09% | Q1 2018 | Q3 2023 | 23 |
CWM, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 22 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 16 | 6 | 0.00% | 0.08% | 0.84% | Q2 2015 | Q1 2022 | 22 |
Stonehage Fleming Financial Services Holdings Ltd | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2021 | 22 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 5 | 0.00% | 0.03% | 0.13% | Q4 2015 | Q3 2023 | 22 |
IPG Investment Advisors LLC | 13 | 8 | 0.11% | 0.21% | 0.52% | Q2 2015 | Q3 2023 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q1 2019 | 21 |
MCF Advisors LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2011 | Q4 2016 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
M&T BANK CORP | 20 | 1 | 0.00% | 0.05% | 0.28% | Q4 2014 | Q1 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
JAMES INVESTMENT RESEARCH INC | 12 | 9 | 0.02% | 0.14% | 0.25% | Q4 2017 | Q3 2023 | 21 |
BBVA USA Bancshares, Inc. | 15 | 6 | 0.02% | 0.02% | 0.04% | Q4 2015 | Q1 2021 | 21 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 20 |
Cribstone Capital Management, LLC | 14 | 6 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2022 | 20 |
Private Advisor Group, LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Bank of New York Mellon Corp | 16 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 19 |
Destination Wealth Management | 13 | 6 | 0.00% | 0.12% | 0.20% | Q1 2013 | Q2 2019 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.01% | 0.32% | 1.29% | Q3 2018 | Q3 2023 | 19 |
American Portfolios Advisors | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 19 |
Truvestments Capital LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2017 | 18 |
CREDIT SUISSE AG/ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 18 |
Valeo Financial Advisors, LLC | 18 | 18 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q4 2021 | 18 |
KCS Wealth Advisory | 18 | 18 | 0.17% | 0.24% | 0.36% | Q4 2017 | Q1 2022 | 18 |
ALLIANCEBERNSTEIN L.P. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 18 |
STEPHENS INC /AR/ | 15 | 3 | 0.01% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 18 |
AMP Capital Investors Ltd | 14 | 4 | 0.01% | 0.36% | 1.90% | Q2 2013 | Q1 2021 | 18 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16 | 1 | 0.00% | 0.01% | 0.07% | Q1 2018 | Q3 2023 | 17 |
SMITH CHAS P & ASSOCIATES PA CPAS | 17 | 17 | 0.07% | 1.00% | 1.78% | Q2 2013 | Q2 2017 | 17 |
MYCIO WEALTH PARTNERS, LLC | 14 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 17 |
PINNACLE ASSOCIATES LTD | 17 | 17 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 17 |
TCI Wealth Advisors, Inc. | 16 | 1 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q4 2022 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 17 |
Global Retirement Partners, LLC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 17 |
Northeast Financial Consultants Inc | 13 | 4 | 0.02% | 0.38% | 0.89% | Q4 2013 | Q4 2019 | 17 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 1 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 17 |
AlphaMark Advisors, LLC | 17 | 17 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Verger Capital Management LLC | 17 | 17 | 1.81% | 7.06% | 12.64% | Q3 2019 | Q3 2023 | 17 |
HOWE & RUSLING INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 17 |
DEUTSCHE BANK AG\ | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2020 | 17 |
Brinker Capital Investments, LLC | 16 | 16 | 0.06% | 0.49% | 1.09% | Q2 2013 | Q1 2017 | 16 |
Affiance Financial, LLC | 16 | 16 | 0.01% | 1.09% | 1.92% | Q4 2019 | Q3 2023 | 16 |
WFG Advisors, LP | 14 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 16 |
Patriot Financial Group Insurance Agency, LLC | 10 | 6 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q2 2022 | 16 |
Spectrum Management Group, LLC | 8 | 3 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2020 | 16 |
Money Design Co.,Ltd. | 16 | 16 | 0.73% | 1.45% | 2.48% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Versant Capital Management, Inc | 16 | 16 | 0.13% | 3.51% | 5.35% | Q1 2020 | Q4 2023 | 16 |
Ameraudi Asset Management, Inc. | 15 | 15 | 0.12% | 0.18% | 0.31% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q4 2016 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 14 | 1 | 0.01% | 0.24% | 0.65% | Q4 2019 | Q3 2023 | 15 |
Powell Investment Advisors, LLC | 15 | 15 | 0.02% | 0.04% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 6 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 15 |
HighTower Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 15 |
Aptus Capital Advisors, LLC | 15 | 15 | 0.01% | 0.03% | 0.11% | Q1 2020 | Q3 2023 | 15 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q4 2018 | 15 |
Edge Capital Group, LLC | 15 | 15 | 0.07% | 0.28% | 0.56% | Q1 2020 | Q3 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 7 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q3 2023 | 15 |
Simmons Bank | 15 | 15 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 15 |
NEW YORK STATE COMMON RETIREMENT FUND | 10 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 15 |
Sigma Planning Corp | 15 | 15 | 0.01% | 0.10% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
FAS Wealth Partners, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Tradewinds Capital Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2017 | 15 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Newfound Research LLC | 6 | 1 | 0.73% | 3.84% | 7.30% | Q1 2016 | Q2 2020 | 14 |
SIGNATUREFD, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 14 |
Lattice Strategies LLC | 9 | 5 | 0.14% | 0.16% | 0.19% | Q2 2013 | Q1 2017 | 14 |
Fort Point Capital Partners LLC | 12 | 2 | 0.04% | 1.19% | 2.17% | Q3 2015 | Q3 2023 | 14 |
Braver Wealth Management, LLC | 14 | 14 | 0.06% | 0.08% | 0.11% | Q3 2013 | Q4 2016 | 14 |
Archer Investment Corp | 8 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 14 |
Centerpoint Advisors, LLC | 14 | 14 | 0.03% | 0.17% | 0.25% | Q2 2020 | Q3 2023 | 14 |
IFG Advisory, LLC | 13 | 1 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 14 |
Merriman Wealth Management, LLC | 3 | 1 | 0.05% | 0.25% | 0.91% | Q1 2016 | Q3 2023 | 14 |
Fusion Family Wealth LLC | 14 | 14 | 0.00% | 0.03% | 0.18% | Q4 2016 | Q1 2020 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q4 2022 | 14 |
Van Cleef Asset Management,Inc | 14 | 14 | 1.07% | 1.50% | 1.99% | Q2 2020 | Q3 2023 | 14 |
Evanson Asset Management, LLC | 10 | 1 | 0.04% | 0.06% | 0.08% | Q2 2014 | Q2 2019 | 14 |
1834 INVESTMENT ADVISORS CO | 11 | 3 | 0.00% | 0.03% | 0.14% | Q2 2018 | Q3 2023 | 14 |
MUFG Americas Holdings Corp | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q4 2015 | 14 |
MFA WEALTH ADVISORS, LLC | 14 | 14 | 2.75% | 3.40% | 4.68% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 14 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 13 |
BRAVE ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 13 |
Steward Partners Investment Advisory, LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 13 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 12 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q2 2022 | 13 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 13 |
North Star Investment Management Corp. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 13 |
Parallel Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.04% | Q4 2018 | Q1 2023 | 13 |
Morningstar Investment Services LLC | 13 | 13 | 0.01% | 0.35% | 0.58% | Q1 2020 | Q1 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.01% | 0.04% | 0.05% | Q4 2013 | Q4 2016 | 13 |
Retirement Group, LLC | 9 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Brookstone Capital Management | 6 | 1 | 0.00% | 0.10% | 0.19% | Q2 2015 | Q2 2019 | 13 |
First Allied Advisory Services, Inc. | 6 | 1 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2020 | 13 |
CAHILL FINANCIAL ADVISORS INC | 8 | 5 | 0.05% | 0.11% | 0.21% | Q1 2018 | Q1 2022 | 13 |
BNP PARIBAS FINANCIAL MARKETS | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
NORTHERN TRUST CORP | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 13 |
WESTPORT RESOURCES MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
WADE G W & INC | 12 | 12 | 0.01% | 0.64% | 1.74% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
PICTET ASSET MANAGEMENT LTD | 10 | 2 | 0.00% | 0.02% | 0.14% | Q1 2018 | Q2 2021 | 12 |
CLEAR INVESTMENT RESEARCH, LLC | 12 | 12 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 12 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.05% | 0.09% | 0.11% | Q3 2015 | Q2 2018 | 12 |
BlackRock Inc. | 7 | 5 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q2 2019 | 12 |
Baker Ellis Asset Management LLC | 9 | 3 | 0.04% | 0.14% | 0.32% | Q1 2018 | Q3 2023 | 12 |
Atlas Private Wealth Advisors | 12 | 12 | 0.07% | 0.13% | 0.20% | Q2 2020 | Q1 2023 | 12 |
GREENWOOD CAPITAL ASSOCIATES LLC | 8 | 1 | 0.16% | 0.39% | 0.72% | Q2 2018 | Q3 2023 | 12 |
EVERETT HARRIS & CO /CA/ | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Founders Financial Alliance, LLC | 12 | 12 | 0.01% | 0.02% | 0.07% | Q3 2020 | Q2 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Millburn Ridgefield Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SENTINEL TRUST CO LBA | 12 | 12 | 0.24% | 0.85% | 1.72% | Q4 2020 | Q3 2023 | 12 |
Ayalon Insurance Comp Ltd. | 12 | 12 | 0.61% | 1.45% | 2.37% | Q4 2020 | Q3 2023 | 12 |
WRAPMANAGER INC | 6 | 1 | 0.12% | 0.46% | 0.88% | Q1 2016 | Q2 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SII INVESTMENTS INC/WI | 8 | 3 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2017 | 11 |
GLENMEDE TRUST CO NA | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 11 |
AGF INVESTMENTS INC. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 11 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 11 |
BRIGHTON JONES LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Janney Montgomery Scott LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 11 |
HSBC HOLDINGS PLC | 5 | 1 | 0.00% | 0.02% | 0.13% | Q2 2012 | Q3 2022 | 11 |
SIMPLEX TRADING, LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 11 |
InterOcean Capital, LLC | 11 | 11 | 0.09% | 0.21% | 0.30% | Q3 2017 | Q1 2020 | 11 |
Investors Capital Advisory Services | 11 | 11 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q2 2016 | 11 |
Bedel Financial Consulting, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 11 |
Walkner Condon Financial Advisors LLC | 11 | 11 | 0.10% | 0.13% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
WELLINGTON MANAGEMENT GROUP LLP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 11 |
NewEdge Advisors, LLC | 8 | 2 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 2 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 10 |
Smithfield Trust Co | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Western Wealth Management, LLC | 5 | 1 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 10 |
Hexagon Capital Partners LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 10 |
CIBC Private Wealth Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
Cambria Investment Management, L.P. | 5 | 1 | 0.84% | 1.11% | 1.96% | Q4 2016 | Q3 2023 | 10 |
BANQUE PICTET & CIE SA | 8 | 1 | 0.00% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 10 |
Derbend Asset Management | 10 | 10 | 1.10% | 1.63% | 2.95% | Q2 2021 | Q3 2023 | 10 |
MOTCO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
TRUIST FINANCIAL CORP | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
SCOTIA CAPITAL INC. | 10 | 10 | 0.00% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Newbridge Financial Services Group, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2020 | 10 |
PREMIER ASSET MANAGEMENT LLC | 10 | 10 | 0.06% | 0.56% | 1.54% | Q3 2020 | Q4 2022 | 10 |
NewSquare Capital LLC | 9 | 1 | 0.00% | 0.76% | 1.56% | Q2 2013 | Q2 2018 | 10 |
Wealth Management Partners, LLC | 10 | 10 | 0.14% | 0.21% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Gilbert & Cook, Inc. | 10 | 10 | 0.06% | 0.12% | 0.18% | Q1 2020 | Q2 2022 | 10 |
Navis Wealth Advisors, LLC | 10 | 10 | 0.26% | 0.66% | 1.17% | Q4 2020 | Q1 2023 | 10 |
NORTHERN CAPITAL MANAGEMENT LLC | 9 | 9 | 0.20% | 0.33% | 0.62% | Q2 2013 | Q2 2015 | 9 |
BROWN BROTHERS HARRIMAN & CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Barry Investment Advisors, LLC | 9 | 9 | 0.00% | 0.10% | 0.18% | Q4 2014 | Q4 2016 | 9 |
MBA Advisors LLC | 9 | 9 | 0.13% | 0.16% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Trust Co | 9 | 9 | 0.01% | 0.06% | 0.12% | Q1 2015 | Q1 2017 | 9 |
Equitable Holdings, Inc. | 6 | 3 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 9 |
V Wealth Advisors LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q1 2023 | 9 |
NorthCoast Asset Management LLC | 9 | 9 | 0.08% | 0.12% | 0.21% | Q3 2019 | Q3 2021 | 9 |
ASSETMARK, INC | 4 | 1 | 0.00% | 0.08% | 0.76% | Q3 2018 | Q2 2023 | 9 |
BerganKDV Wealth Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q2 2023 | 9 |
DOWLING & YAHNKE LLC | 8 | 1 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.03% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
SIMON QUICK ADVISORS, LLC | 6 | 3 | 0.00% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 9 |
COOKSON PEIRCE & CO INC | 7 | 2 | 0.03% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 9 |
Jefferies Group LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 9 |
Brick & Kyle, Associates | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
CENTRAL TRUST Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 9 |
Madison Asset Management, LLC | 3 | 1 | 0.01% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 9 |
Pathway Financial Advisors LLC | 9 | 9 | 0.07% | 0.13% | 0.19% | Q4 2017 | Q4 2019 | 9 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 8 | 1 | 0.05% | 0.39% | 0.64% | Q2 2015 | Q4 2019 | 9 |
Gladstone Institutional Advisory LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q1 2021 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.16% | 0.27% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2021 | 8 |
XPONANCE, INC. | 6 | 2 | 0.21% | 1.39% | 2.82% | Q3 2014 | Q3 2017 | 8 |
Kestra Advisory Services, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Sound Income Strategies, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 8 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2019 | 8 |
BREWIN DOLPHIN LTD | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 8 |
D.A. DAVIDSON & CO. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 8 |
SouthState Corp | 6 | 2 | 0.00% | 0.34% | 0.52% | Q2 2013 | Q1 2021 | 8 |
Baird Financial Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Snider Financial Group | 8 | 8 | 1.14% | 1.95% | 2.73% | Q2 2021 | Q1 2023 | 8 |
Activest Wealth Management | 6 | 1 | 0.01% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2019 | 8 |
Mutual Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 8 | 8 | 0.03% | 0.45% | 1.25% | Q1 2021 | Q4 2022 | 8 |
Arcus Capital Partners, LLC | 8 | 8 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
SNS Financial Group, LLC | 8 | 8 | 0.19% | 0.43% | 0.64% | Q4 2018 | Q3 2020 | 8 |
Vigilant Capital Management, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
VECTOR WEALTH MANAGEMENT, LLC | 8 | 8 | 0.24% | 0.27% | 0.32% | Q3 2013 | Q2 2015 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Wealth Alliance | 8 | 8 | 0.08% | 0.09% | 0.11% | Q2 2020 | Q1 2022 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Foothills Asset Management, Ltd. | 8 | 8 | 1.17% | 1.36% | 1.60% | Q4 2013 | Q3 2015 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
EXANE DERIVATIVES | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q2 2022 | 8 |
Snowden Capital Advisors LLC | 8 | 8 | 0.02% | 0.06% | 0.10% | Q1 2018 | Q4 2019 | 8 |
Atlantic Private Wealth, LLC | 8 | 8 | 0.43% | 0.62% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Laidlaw Wealth Management LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Stratos Wealth Partners, LTD. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2023 | 8 |
Parcion Private Wealth LLC | 3 | 1 | 0.07% | 1.50% | 2.18% | Q4 2019 | Q3 2023 | 8 |
Blume Capital Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2015 | 8 |
Ifrah Financial Services, Inc. | 7 | 7 | 0.14% | 0.17% | 0.22% | Q1 2022 | Q3 2023 | 7 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.01% | 0.02% | 0.10% | Q1 2014 | Q3 2018 | 7 |
Moors & Cabot, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Secure Asset Management, LLC | 7 | 7 | 0.11% | 0.25% | 0.40% | Q1 2022 | Q3 2023 | 7 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.16% | 0.34% | Q1 2016 | Q2 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Pinnacle Wealth Management Advisory Group, LLC | 7 | 7 | 0.06% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
AVIANCE CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.14% | 0.15% | 0.17% | Q3 2017 | Q1 2019 | 7 |
Chevy Chase Trust Holdings, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Princeton Global Asset Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sandy Spring Bank | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 7 |
Ancora Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.05% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Winch Advisory Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
GUGGENHEIM CAPITAL LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 7 |
BB&T SECURITIES, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 7 |
Morningstar Investment Management LLC | 7 | 7 | 2.77% | 4.01% | 4.77% | Q4 2019 | Q2 2021 | 7 |
Realta Investment Advisors | 3 | 2 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 7 |
Voya Financial Advisors, Inc. | 5 | 2 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q1 2021 | 7 |
Joel Isaacson & Co., LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q3 2015 | 7 |
MADISON INVESTMENT HOLDINGS INC | 4 | 1 | 0.01% | 0.06% | 0.16% | Q3 2013 | Q3 2015 | 7 |
Jupiter Investment Management Ltd | 3 | 1 | 0.01% | 0.48% | 1.24% | Q1 2015 | Q3 2019 | 7 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 7 |
GREENLEAF TRUST | 7 | 7 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q4 2018 | 7 |
BANK HAPOALIM BM | 6 | 1 | 0.07% | 0.17% | 0.28% | Q4 2013 | Q3 2017 | 7 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 7 |
Clearstead Advisors, LLC | 3 | 2 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q1 2020 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
CCG WEALTH MANAGEMENT, LLC | 7 | 7 | 0.17% | 0.19% | 0.20% | Q1 2022 | Q3 2023 | 7 |
New Millennium Group LLC | 7 | 7 | 0.04% | 2.15% | 3.87% | Q1 2022 | Q3 2023 | 7 |
Black Swift Group, LLC | 4 | 3 | 2.21% | 4.04% | 6.23% | Q3 2021 | Q2 2023 | 7 |
MEEDER ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
TEXAS TREASURY SAFEKEEPING TRUST CO | 7 | 7 | 8.00% | 11.22% | 12.55% | Q1 2013 | Q3 2014 | 7 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q2 2017 | 7 |
CT Financial Advisors LLC | 7 | 7 | 0.02% | 0.13% | 0.17% | Q3 2015 | Q1 2017 | 7 |
WNY Asset Management, LLC | 7 | 7 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Wealthfront Advisers LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Miracle Mile Advisors, LLC | 6 | 1 | 0.01% | 1.50% | 2.69% | Q4 2017 | Q1 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Hudock, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
AE Wealth Management LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 7 |
Focused Wealth Management, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
ALTFEST L J & CO INC | 3 | 1 | 0.04% | 0.39% | 0.60% | Q1 2020 | Q3 2023 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Integrated Advisors Network LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Semmax Financial Advisors Inc. | 5 | 1 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 6 |
INSIGHT 2811, INC. | 6 | 6 | 0.29% | 0.50% | 0.60% | Q4 2021 | Q1 2023 | 6 |
Maryland Capital Management | 4 | 2 | 0.10% | 0.14% | 0.17% | Q1 2021 | Q3 2022 | 6 |
Cumberland Partners Ltd | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BHF Kleinwort Benson Group S.A. | 5 | 1 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q4 2015 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2021 | 6 |
Garde Capital, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Carnegie Capital Asset Management, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2014 | 6 |
MACRO Consulting Group | 5 | 1 | 0.36% | 2.27% | 2.84% | Q4 2018 | Q4 2020 | 6 |
BARINGS LLC | 4 | 1 | 0.08% | 0.17% | 0.31% | Q3 2018 | Q3 2023 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q3 2018 | 6 |
SWMG, LLC | 6 | 6 | 0.30% | 0.39% | 0.52% | Q4 2020 | Q1 2022 | 6 |
Slow Capital, Inc. | 6 | 6 | 0.11% | 0.22% | 0.33% | Q4 2017 | Q1 2019 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.43% | 0.68% | Q2 2014 | Q3 2018 | 6 |
MACQUARIE GROUP LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
PRUDENTIAL FINANCIAL INC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 6 |
Retirement Planning Group, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Osborn Williams & Donohoe LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
TCWP LLC | 6 | 6 | 0.05% | 0.10% | 0.14% | Q4 2021 | Q1 2023 | 6 |
AlphaCore Capital LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.56% | 0.66% | 0.77% | Q2 2022 | Q3 2023 | 6 |
Geneva Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2017 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.04% | 0.11% | 0.22% | Q2 2015 | Q3 2016 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Ledge Wealth Management, Inc. | 6 | 6 | 0.91% | 0.98% | 1.08% | Q2 2022 | Q3 2023 | 6 |
Mirae Asset Global Investments Co., Ltd. | 4 | 1 | 0.00% | 0.20% | 1.09% | Q2 2009 | Q3 2023 | 6 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 6 |
RWA WEALTH PARTNERS, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q1 2019 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TD Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2020 | 5 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q1 2022 | 5 |
NATIONAL PLANNING CORP | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 5 |
Alpha Cubed Investments, LLC | 5 | 5 | 0.03% | 0.51% | 1.45% | Q1 2021 | Q1 2022 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 5 | 5 | 1.13% | 2.40% | 3.26% | Q4 2015 | Q4 2016 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 5 |
55I, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
OPPENHEIMER & CO INC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
TSFG, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
PICTET ASSET MANAGEMENT SA | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2016 | 5 |
GenTrust, LLC | 5 | 5 | 0.04% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.07% | 0.18% | Q2 2020 | Q2 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Icon Wealth Partners, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 5 |
HHM Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Riggs Asset Managment Co. Inc. | 5 | 5 | 2.76% | 3.09% | 3.62% | Q3 2017 | Q3 2018 | 5 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Financial Architects, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Wagner Wealth Management, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 5 |
PGIM Custom Harvest LLC | 4 | 1 | 0.12% | 0.20% | 0.45% | Q3 2021 | Q3 2023 | 5 |
Starfire Investment Advisers, Inc. | 5 | 5 | 0.48% | 0.61% | 0.70% | Q4 2018 | Q4 2019 | 5 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
Fort Sheridan Advisors LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
H&H Retirement Design & Management INC | 5 | 5 | 1.02% | 1.08% | 1.18% | Q4 2021 | Q4 2022 | 5 |
J.W. COLE ADVISORS, INC. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
SCS Capital Management LLC | 5 | 5 | 0.02% | 0.46% | 0.68% | Q1 2018 | Q1 2019 | 5 |
Zions Bancorporation, N.A. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Mariner, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 5 |
HOLDERNESS INVESTMENTS CO | 3 | 2 | 0.10% | 0.20% | 0.43% | Q4 2016 | Q3 2018 | 5 |
Cedar Brook Financial Partners, LLC | 5 | 5 | 0.10% | 0.11% | 0.13% | Q4 2018 | Q4 2019 | 5 |
Landsberg, Bennett, & Dubbaneh LLC | 3 | 1 | 0.29% | 1.27% | 1.97% | Q4 2018 | Q4 2019 | 4 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.10% | 0.35% | Q3 2018 | Q3 2019 | 4 |
COLLECTIVE FAMILY OFFICE LLC | 4 | 4 | 0.22% | 0.37% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Landmark Bank | 4 | 4 | 0.10% | 0.25% | 0.31% | Q1 2019 | Q4 2019 | 4 |
Certified Advisory Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.01% | 0.14% | 0.35% | Q4 2014 | Q3 2023 | 4 |
EWG Elevate Inc. | 1 | 1 | 1.48% | 1.61% | 1.69% | Q4 2020 | Q1 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.11% | 0.30% | Q4 2021 | Q4 2022 | 4 |
Summit X, LLC | 4 | 4 | 0.30% | 1.03% | 1.66% | Q4 2017 | Q3 2018 | 4 |
Clear Perspectives Financial Planning, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
MAI Capital Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Syntal Capital Partners, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q1 2014 | Q4 2014 | 4 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 4 | 4 | 0.04% | 0.09% | 0.12% | Q3 2021 | Q2 2022 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 4 |
Stuart Chaussee & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Gemmer Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
SFI Advisors, LLC | 4 | 4 | 0.80% | 1.94% | 2.82% | Q4 2021 | Q3 2022 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.58% | 0.66% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.05% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Permanens Capital L.P. | 4 | 4 | 4.92% | 5.46% | 5.91% | Q4 2013 | Q3 2014 | 4 |
Occidental Asset Management, LLC | 4 | 4 | 0.47% | 0.52% | 0.59% | Q4 2017 | Q3 2018 | 4 |
First Capital Advisors Group, LLC. | 4 | 4 | 0.03% | 0.10% | 0.18% | Q3 2022 | Q2 2023 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.06% | Q3 2021 | Q2 2022 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2021 | 4 |
John W. Brooker & Co., CPAs | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Pinnacle Summer Investments, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 4 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q2 2022 | 4 |
Alexandria Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.61% | 0.71% | 0.91% | Q4 2022 | Q3 2023 | 4 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 4 | 4 | 0.11% | 0.38% | 0.82% | Q4 2017 | Q3 2018 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Pinkerton Retirement Specialists, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2016 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 4 |
Capital Analysts, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2022 | 4 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Spruce Investment Advisors LLC | 2 | 2 | 0.06% | 0.83% | 1.98% | Q3 2015 | Q1 2017 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PIERSHALE FINANCIAL GROUP, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2018 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Stearns Financial Services Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
C2C Wealth Management, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Beaumont Financial Partners, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2018 | 3 |
Kore Private Wealth LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q3 2019 | Q3 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Hamilton Wealth, LLC | 3 | 3 | 1.11% | 1.22% | 1.28% | Q4 2018 | Q2 2019 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Crosspoint Capital Strategies, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q3 2015 | 3 |
Fullerton Fund Management Co Ltd. | 2 | 1 | 0.02% | 0.11% | 0.26% | Q2 2021 | Q2 2022 | 3 |
Lido Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Blue Chip Partners, LLC | 2 | 1 | 0.01% | 0.10% | 0.19% | Q1 2021 | Q3 2023 | 3 |
Atria Wealth Solutions, Inc. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 3 |
Bison Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Venturi Wealth Management, LLC | 2 | 1 | 0.00% | 0.07% | 0.11% | Q3 2017 | Q3 2023 | 3 |
Moss Adams Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Private Ocean, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Sargent Bickham Lagudis LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 3 |
CONNABLE OFFICE INC | 2 | 1 | 1.42% | 1.99% | 2.44% | Q3 2014 | Q4 2015 | 3 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.37% | 0.41% | 0.47% | Q4 2022 | Q2 2023 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Y.D. More Investments Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SUNTRUST BANKS INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 2 | 1 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q2 2014 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 1 | 0.01% | 0.05% | 0.14% | Q4 2022 | Q3 2023 | 3 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 3 |
Camelot Portfolios, LLC | 3 | 3 | 0.37% | 0.40% | 0.42% | Q4 2021 | Q2 2022 | 3 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 3 |
CAPITAL GUARDIAN TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Karpus Management, Inc. | 3 | 3 | 0.10% | 0.13% | 0.15% | Q2 2022 | Q4 2022 | 3 |
LVM CAPITAL MANAGEMENT LTD/MI | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2015 | Q3 2015 | 3 |
FCG ADVISORS, LLC | 3 | 3 | 0.32% | 0.33% | 0.35% | Q1 2016 | Q3 2016 | 3 |
Sumitomo Mitsui Trust Holdings, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 3 |
Glassman Wealth Services | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q2 2013 | 3 |
Windsor Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
BOKF, NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Haverford Trust Co | 2 | 2 | 0.01% | 0.17% | 0.33% | Q4 2019 | Q1 2020 | 2 |
Hartford Financial Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Partners Group Holding AG | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
PEAPACK GLADSTONE FINANCIAL CORP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FIRST MIDWEST BANK TRUST DIVISION | 2 | 2 | 0.47% | 0.49% | 0.51% | Q1 2018 | Q2 2018 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Waverton Investment Management Ltd | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q1 2021 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q2 2022 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q1 2014 | 2 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.03% | 0.35% | 0.68% | Q4 2017 | Q2 2018 | 2 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 2 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 2 | 2 | 2.83% | 2.88% | 2.92% | Q2 2023 | Q3 2023 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Accuvest Global Advisors | 2 | 2 | 2.76% | 3.00% | 3.24% | Q2 2014 | Q3 2014 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
JANUS HENDERSON GROUP PLC | 2 | 2 | 0.29% | 0.29% | 0.29% | Q2 2013 | Q3 2013 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SWS Partners | 1 | 1 | 1.22% | 1.44% | 1.65% | Q1 2020 | Q3 2020 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Daiwa SB Investments Ltd. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 2 |
Nuveen Asset Management, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2013 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
GOFEN & GLOSSBERG LLC /IL/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
HAP Trading, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Strategies Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Concorde Asset Management, LLC | 1 | 1 | 0.14% | 0.15% | 0.16% | Q2 2019 | Q1 2022 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 2 |
HARDING LOEVNER LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2017 | 2 |
ICICI Prudential Asset Management Co Ltd | 2 | 2 | 0.06% | 0.10% | 0.15% | Q2 2023 | Q3 2023 | 2 |
INGALLS & SNYDER LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Peoples Bank/KS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 2 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
RPg Family Wealth Advisory, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q4 2022 | 2 |
Strategic Asset Management, LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q3 2021 | Q4 2021 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
MARYLAND CAPITAL ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Invesco Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2 | 2 | 0.34% | 0.71% | 1.09% | Q3 2021 | Q4 2021 | 2 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 1.08% | 1.48% | 1.89% | Q3 2017 | Q4 2017 | 2 |
Bank Pictet & Cie (Europe) AG | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2017 | Q2 2017 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Founders Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.95% | 0.96% | 0.97% | Q3 2022 | Q4 2022 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Insight Wealth Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
WEXFORD CAPITAL LP | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2017 | Q4 2017 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Buttonwood Financial Group, LLC | 2 | 2 | 2.19% | 2.38% | 2.57% | Q3 2023 | Q4 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 2 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.07% | 0.14% | Q4 2019 | Q3 2021 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
PICTET BANK & TRUST Ltd | 1 | 1 | 0.07% | 0.10% | 0.13% | Q4 2013 | Q3 2016 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q4 2017 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Canal Capital Management, LLC | 2 | 2 | 1.56% | 1.62% | 1.69% | Q3 2017 | Q4 2017 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 2 |
Stonebridge Financial Planning Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
HWG Holdings LP | 2 | 2 | 0.22% | 0.98% | 1.74% | Q2 2018 | Q3 2018 | 2 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
COMMERCE BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 6.56% | 6.56% | 6.56% | Q2 2021 | Q2 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
A. D. Beadell Investment Counsel, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
South Shore Capital Advisors | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2022 | Q1 2022 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ascent Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Triumph Capital Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Richard C. Young & CO., LTD. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2015 | Q4 2015 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
My Legacy Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Spectrum Asset Management, Inc. (NB/CA) | 1 | 1 | 2.03% | 2.03% | 2.03% | Q4 2019 | Q4 2019 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2019 | Q4 2019 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CETERA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2015 | Q4 2015 | 1 |
Stanford Investment Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Keystone Financial Group | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2017 | Q4 2017 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2019 | Q4 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Richard P Slaughter Associates Inc | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2020 | Q2 2020 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2019 | Q1 2019 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
Capital Investment Counsel, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sather Financial Group Inc | 1 | 1 | 1.83% | 1.83% | 1.83% | Q4 2014 | Q4 2014 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Quilter Investors LTD | 1 | 1 | 93.11% | 93.11% | 93.11% | Q3 2019 | Q3 2019 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Nationwide Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Financial & Tax Architects, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Stolper Co | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2020 | Q4 2020 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 1.19% | 1.19% | 1.19% | Q2 2014 | Q2 2014 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 3.57% | 3.57% | 3.57% | Q3 2023 | Q3 2023 | 1 |
JFB Holdings Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Ninety One UK Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Traynor Capital Management, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2014 | Q4 2014 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q2 2014 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BARING ASSET MANAGEMENT Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 7.68% | 7.68% | 7.68% | Q3 2017 | Q3 2017 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Banque Cantonale Vaudoise | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
CADENCE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2020 | Q1 2020 | 1 |
CONNING INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.