Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 60 |
Rehmann Capital Advisory Group | 42 | 11 | 0.00% | 0.52% | 4.19% | Q1 2009 | Q3 2023 | 53 |
BARCLAYS PLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 47 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.03% | Q1 2012 | Q3 2023 | 46 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
Courage Miller Partners, LLC | 42 | 42 | 0.23% | 0.83% | 2.11% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
GFS Advisors, LLC | 42 | 42 | 0.01% | 0.21% | 0.56% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.16% | 0.66% | 1.73% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.08% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q1 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.07% | 0.41% | 1.65% | Q2 2013 | Q3 2023 | 42 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 42 | 42 | 0.05% | 0.21% | 0.42% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 41 |
FIFTH THIRD BANCORP | 30 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Avior Wealth Management, LLC | 40 | 40 | 0.01% | 0.25% | 0.94% | Q4 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 40 |
Pure Financial Advisors, LLC | 22 | 18 | 0.15% | 0.76% | 1.92% | Q2 2013 | Q4 2023 | 40 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 40 | 40 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 40 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 26 | 14 | 0.26% | 1.12% | 1.97% | Q3 2013 | Q3 2023 | 40 |
Cetera Advisor Networks LLC | 40 | 40 | 0.00% | 0.15% | 0.45% | Q4 2013 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 32 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
BANK OF THE WEST | 39 | 39 | 0.03% | 0.14% | 0.32% | Q2 2013 | Q4 2022 | 39 |
Cambridge Investment Research Advisors, Inc. | 27 | 12 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 39 |
COMERICA BANK | 29 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 38 |
Raymond James Financial Services Advisors, Inc. | 34 | 4 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 38 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Family Firm, Inc. | 36 | 36 | 1.85% | 3.17% | 4.37% | Q4 2014 | Q3 2023 | 36 |
M Holdings Securities, Inc. | 31 | 5 | 0.02% | 0.48% | 1.15% | Q4 2013 | Q1 2023 | 36 |
HighTower Advisors, LLC | 26 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.10% | 0.64% | Q2 2013 | Q3 2023 | 35 |
Kistler-Tiffany Companies, LLC | 34 | 34 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2021 | 34 |
AlphaMark Advisors, LLC | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 34 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.09% | Q1 2014 | Q1 2022 | 33 |
D.A. DAVIDSON & CO. | 17 | 16 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.10% | 0.23% | 1.33% | Q3 2015 | Q3 2023 | 33 |
Cutler Group LLC / CA | 7 | 1 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q2 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.09% | Q1 2016 | Q3 2023 | 31 |
FDx Advisors, Inc. | 12 | 8 | 0.02% | 0.26% | 0.65% | Q3 2013 | Q3 2021 | 31 |
MOLLER WEALTH PARTNERS | 29 | 1 | 0.08% | 3.48% | 10.99% | Q2 2013 | Q4 2020 | 30 |
Stratos Wealth Partners, LTD. | 23 | 7 | 0.01% | 0.04% | 0.19% | Q2 2014 | Q3 2023 | 30 |
LifePlan Financial Group, Inc | 30 | 30 | 0.08% | 0.50% | 0.74% | Q2 2013 | Q3 2020 | 30 |
Valmark Advisers, Inc. | 30 | 30 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
BLAIR WILLIAM & CO/IL | 23 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
US BANCORP \DE\ | 26 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
NORTHERN TRUST CORP | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Cetera Investment Advisers | 28 | 28 | 0.00% | 0.54% | 1.48% | Q4 2015 | Q3 2022 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 27 |
Cranbrook Wealth Management, LLC | 27 | 27 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2020 | 27 |
Roble, Belko & Company, Inc | 27 | 27 | 0.00% | 1.55% | 3.95% | Q1 2015 | Q3 2021 | 27 |
Steward Partners Investment Advisory, LLC | 18 | 9 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 27 |
JPMORGAN CHASE & CO | 11 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 27 |
SYNOVUS FINANCIAL CORP | 17 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 27 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2019 | 26 |
First Allied Advisory Services, Inc. | 22 | 4 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q4 2019 | 26 |
WEATHERLY ASSET MANAGEMENT L. P. | 26 | 26 | 0.06% | 0.20% | 0.40% | Q2 2013 | Q3 2019 | 26 |
Cetera Advisors LLC | 26 | 26 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2019 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.09% | 0.25% | Q2 2017 | Q3 2023 | 26 |
BlackRock Inc. | 22 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
AXA S.A. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2019 | 24 |
CAPTRUST FINANCIAL ADVISORS | 10 | 2 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q2 2022 | 24 |
Global Retirement Partners, LLC | 17 | 7 | 0.01% | 0.04% | 0.10% | Q3 2017 | Q3 2023 | 24 |
Lattice Strategies LLC | 24 | 24 | 0.18% | 1.16% | 3.65% | Q2 2013 | Q1 2019 | 24 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 24 |
AVALON CAPITAL MANAGEMENT | 8 | 1 | 0.14% | 2.12% | 7.98% | Q2 2013 | Q4 2022 | 23 |
Capital Analysts, LLC | 22 | 1 | 0.00% | 0.47% | 0.87% | Q4 2012 | Q3 2023 | 23 |
SMITH, MOORE & CO. | 23 | 23 | 0.09% | 0.48% | 1.35% | Q4 2013 | Q2 2019 | 23 |
FMR LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2021 | 22 |
TRUIST FINANCIAL CORP | 16 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 22 |
Compagnie Lombard Odier SCmA | 22 | 22 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2019 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
BROWN ADVISORY INC | 14 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 21 |
Capital Directions Investment Advisors, LLC | 21 | 21 | 0.24% | 0.33% | 0.52% | Q2 2013 | Q2 2018 | 21 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.08% | Q3 2014 | Q4 2021 | 20 |
Janney Montgomery Scott LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Asset Planning Services, Ltd. | 20 | 20 | 0.17% | 0.38% | 0.77% | Q2 2015 | Q1 2020 | 20 |
TELEMUS CAPITAL, LLC | 20 | 20 | 0.10% | 0.21% | 0.37% | Q4 2017 | Q3 2022 | 20 |
Private Advisor Group, LLC | 17 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2020 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
Patriot Financial Group Insurance Agency, LLC | 13 | 6 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2022 | 19 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 19 |
Mercer Investments LLC | 17 | 2 | 0.01% | 14.98% | 36.79% | Q2 2013 | Q1 2019 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Versant Capital Management, Inc | 18 | 18 | 0.02% | 0.30% | 0.55% | Q4 2015 | Q1 2020 | 18 |
HL FINANCIAL SERVICES LLC | 18 | 18 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q3 2017 | 18 |
Wealthspire Advisors, L.P. | 18 | 18 | 0.02% | 0.13% | 0.24% | Q4 2015 | Q1 2020 | 18 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 18 |
JENNISON ASSOCIATES LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 17 |
D'Orazio & Associates, Inc. | 17 | 17 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q4 2017 | 17 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 17 |
DEUTSCHE BANK AG\ | 11 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2020 | 17 |
MAKENA CAPITAL MANAGEMENT LLC | 17 | 17 | 0.22% | 1.70% | 5.92% | Q2 2013 | Q2 2017 | 17 |
M Financial Asset Management, Inc. | 17 | 17 | 0.24% | 3.48% | 6.52% | Q4 2017 | Q4 2021 | 17 |
BNP PARIBAS FINANCIAL MARKETS | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 17 |
XML Financial, LLC | 16 | 16 | 0.06% | 0.09% | 0.20% | Q4 2019 | Q3 2023 | 16 |
FIRST INTERSTATE BANK | 11 | 5 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 16 |
1st Global Advisors, Inc. | 16 | 16 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q2 2017 | 16 |
Sunbelt Securities, Inc. | 11 | 1 | 0.01% | 0.13% | 0.23% | Q4 2016 | Q3 2023 | 16 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2023 | 16 |
CREDIT SUISSE AG/ | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Sowa Financial Group, Inc. | 16 | 16 | 1.61% | 3.74% | 5.25% | Q4 2019 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.11% | 0.27% | 0.67% | Q4 2019 | Q3 2023 | 16 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2019 | 16 |
AdvisorNet Financial, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 16 |
BESSEMER GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 16 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
AMG National Trust Bank | 14 | 1 | 0.02% | 0.98% | 1.78% | Q2 2013 | Q4 2018 | 15 |
First Horizon Advisors, Inc. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2012 | Q3 2015 | 15 |
Sutton Wealth Advisors Inc. | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2019 | 15 |
Atria Investments, Inc | 7 | 1 | 0.03% | 0.07% | 0.28% | Q2 2014 | Q1 2023 | 15 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 9 | 2 | 0.02% | 0.35% | 0.56% | Q2 2010 | Q3 2023 | 15 |
Nuveen Asset Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 15 |
Sigma Planning Corp | 7 | 1 | 0.01% | 0.03% | 0.09% | Q4 2014 | Q4 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.22% | 0.54% | Q3 2013 | Q3 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Sandy Spring Bank | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2017 | 15 |
Sound Income Strategies, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Biondo Investment Advisors, LLC | 14 | 14 | 0.07% | 0.14% | 0.24% | Q2 2020 | Q3 2023 | 14 |
STIFEL FINANCIAL CORP | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 14 |
BANK OF MONTREAL /CAN/ | 9 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 14 |
Fiera Capital Corp | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2017 | 14 |
Edelman Financial Services, LLC | 14 | 14 | 0.00% | 7.07% | 10.51% | Q2 2013 | Q3 2016 | 14 |
SENTINEL PENSION ADVISORS INC | 10 | 4 | 0.38% | 0.50% | 0.60% | Q1 2020 | Q3 2023 | 14 |
JNBA Financial Advisors | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 14 |
Glassman Wealth Services | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
LVZ, Inc. | 10 | 4 | 0.09% | 0.17% | 0.31% | Q1 2020 | Q3 2023 | 14 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 14 | 0.33% | 0.49% | 0.72% | Q2 2013 | Q3 2016 | 14 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
WESPAC Advisors SoCal, LLC | 13 | 13 | 0.15% | 0.27% | 0.52% | Q2 2016 | Q2 2019 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.14% | 0.27% | Q3 2014 | Q3 2017 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 13 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.14% | 0.97% | Q2 2015 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Moloney Securities Asset Management, LLC | 11 | 1 | 0.06% | 0.12% | 0.19% | Q4 2016 | Q4 2019 | 12 |
MYCIO WEALTH PARTNERS, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 12 |
Zeit Capital LLC | 12 | 12 | 1.32% | 1.67% | 2.04% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.19% | 0.55% | 1.50% | Q4 2020 | Q3 2023 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
ROTHSCHILD INVESTMENT LLC /IL | 12 | 12 | 0.03% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 12 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 1.12% | 1.29% | 1.71% | Q4 2020 | Q3 2023 | 12 |
MAI Capital Management | 12 | 12 | 0.02% | 0.08% | 0.23% | Q4 2014 | Q3 2017 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.14% | 0.17% | 0.20% | Q2 2013 | Q1 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.04% | 0.12% | 0.19% | Q3 2020 | Q2 2023 | 12 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 8 | 4 | 0.00% | 0.09% | 0.36% | Q2 2020 | Q3 2023 | 12 |
Psagot Value Holdings Ltd. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
PRIVATE TRUST CO NA | 6 | 2 | 0.00% | 0.03% | 0.07% | Q1 2013 | Q2 2023 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
REILLY FINANCIAL ADVISORS, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Wealthcare Advisory Partners LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q4 2019 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.02% | 0.17% | 0.34% | Q1 2016 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 11 |
DUNCKER STREETT & CO INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Virtu KCG Holdings LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2017 | 11 |
Madden Advisory Services, Inc. | 10 | 1 | 0.10% | 1.07% | 1.63% | Q2 2013 | Q1 2017 | 11 |
Fusion Family Wealth LLC | 11 | 11 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q2 2019 | 11 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 3 | 0.00% | 0.05% | 0.22% | Q4 2016 | Q4 2020 | 11 |
Barrington Strategic Wealth Management Group LLC | 6 | 4 | 0.35% | 0.98% | 1.27% | Q1 2015 | Q3 2017 | 10 |
PRUDENTIAL FINANCIAL INC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Homrich & Berg | 7 | 3 | 0.02% | 0.11% | 0.43% | Q2 2013 | Q3 2018 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q1 2017 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
M&T BANK CORP | 6 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2017 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Nikulski Financial, Inc. | 6 | 2 | 0.26% | 0.37% | 0.49% | Q2 2020 | Q2 2023 | 10 |
Retirement Planning Group, LLC | 10 | 10 | 0.13% | 0.54% | 0.80% | Q2 2013 | Q3 2015 | 10 |
MCF Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 10 |
Focused Wealth Management, Inc | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 9 |
Executive Wealth Management, LLC | 3 | 2 | 0.00% | 0.35% | 0.76% | Q4 2018 | Q4 2022 | 9 |
OLD SECOND NATIONAL BANK OF AURORA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 9 |
CENTRAL TRUST Co | 9 | 9 | 0.06% | 0.08% | 0.10% | Q4 2013 | Q4 2015 | 9 |
Private Capital Group, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Convergent Wealth Advisors | 8 | 1 | 0.09% | 1.69% | 6.56% | Q2 2013 | Q3 2015 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.51% | 1.45% | 3.00% | Q4 2014 | Q4 2016 | 9 |
NATIONAL PLANNING CORP | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2016 | 9 |
Intellectus Partners, LLC | 6 | 3 | 0.06% | 0.08% | 0.10% | Q2 2017 | Q3 2019 | 9 |
Stearns Financial Services Group | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2020 | 9 |
Alpha Omega Wealth Management LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2018 | 9 |
MUFG Americas Holdings Corp | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2022 | 9 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 9 | 9 | 4.76% | 6.01% | 8.67% | Q2 2013 | Q2 2015 | 9 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Winfield Associates, Inc. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.24% | 1.48% | Q2 2015 | Q1 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Rampart Investment Management Company, LLC | 8 | 8 | 0.00% | 0.82% | 1.87% | Q1 2018 | Q4 2019 | 8 |
Raab & Moskowitz Asset Management LLC | 7 | 1 | 0.00% | 0.16% | 0.23% | Q4 2013 | Q3 2018 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q4 2014 | 8 |
Blue Fin Capital, Inc. | 8 | 8 | 0.18% | 0.31% | 0.43% | Q4 2013 | Q3 2015 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Bruderman Asset Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Outlook Wealth Advisors, LLC | 5 | 3 | 0.13% | 0.23% | 0.38% | Q2 2021 | Q3 2023 | 8 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2022 | 8 |
Midwest Professional Planners, LTD. | 5 | 1 | 0.22% | 1.21% | 2.25% | Q2 2018 | Q3 2023 | 8 |
Bedel Financial Consulting, Inc. | 8 | 8 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q4 2019 | 8 |
Ledyard National Bank | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2018 | 8 |
DHK Financial Advisors, Inc. | 8 | 8 | 0.55% | 0.75% | 1.09% | Q4 2021 | Q3 2023 | 8 |
PINNACLE ASSOCIATES LTD | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
CAHILL FINANCIAL ADVISORS INC | 8 | 8 | 0.18% | 1.12% | 1.66% | Q4 2013 | Q3 2015 | 8 |
CapWealth Advisors, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 8 |
LVM CAPITAL MANAGEMENT LTD/MI | 7 | 1 | 0.12% | 0.17% | 0.18% | Q2 2013 | Q3 2016 | 8 |
ADVISOR PARTNERS LLC | 6 | 2 | 0.06% | 0.10% | 0.17% | Q4 2013 | Q3 2017 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q4 2023 | 8 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Capital Asset Advisory Services LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2021 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 2 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q3 2018 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.14% | 0.23% | 0.33% | Q2 2013 | Q4 2014 | 7 |
Milestone Advisory Partners | 7 | 7 | 0.92% | 2.62% | 3.56% | Q1 2022 | Q3 2023 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 7 | 7 | 0.13% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Stratford Consulting, LLC | 6 | 1 | 0.02% | 0.17% | 0.24% | Q2 2013 | Q4 2019 | 7 |
SIGNATUREFD, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 7 |
Pinnacle Bancorp, Inc. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2020 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
Cobble Hill Financial Services, INC | 7 | 7 | 0.12% | 0.18% | 0.37% | Q1 2013 | Q3 2014 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Lee Financial Co | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Johnson Financial Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 6 |
SII INVESTMENTS INC/WI | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
WealthShield Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
HUNTINGTON NATIONAL BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q4 2012 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
SCS Capital Management LLC | 6 | 6 | 0.07% | 0.21% | 0.49% | Q2 2013 | Q3 2014 | 6 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 6 |
ICON ADVISERS INC/CO | 6 | 6 | 0.20% | 0.23% | 0.26% | Q4 2015 | Q1 2017 | 6 |
Advisors Preferred, LLC | 3 | 1 | 0.02% | 0.04% | 0.14% | Q2 2016 | Q4 2022 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.68% | 0.80% | 0.85% | Q3 2016 | Q4 2017 | 6 |
BAR HARBOR WEALTH MANAGEMENT | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2013 | Q2 2014 | 6 |
Independence Bank of Kentucky | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2020 | 6 |
MILLENNIUM MANAGEMENT LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2016 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.02% | 0.04% | 0.04% | Q1 2014 | Q2 2015 | 6 |
Highlander Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
OXFORD FINANCIAL GROUP, LTD. LLC | 6 | 6 | 0.01% | 0.57% | 0.94% | Q4 2018 | Q1 2020 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Bison Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Anchor Investment Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
SEI INVESTMENTS CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Well Done, LLC | 6 | 6 | 0.05% | 0.65% | 0.88% | Q1 2022 | Q2 2023 | 6 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 6 | 6 | 0.10% | 0.14% | 0.17% | Q1 2019 | Q2 2020 | 6 |
Prospera Financial Services Inc | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Rockefeller Capital Management L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 6 |
Vantage Investment Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2017 | 6 |
TD Ameritrade Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
One Capital Management, LLC | 5 | 1 | 0.00% | 0.17% | 0.22% | Q3 2014 | Q1 2023 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
BB&T SECURITIES, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
REGIONS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Allworth Financial LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 5 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 5 | 5 | 1.43% | 2.46% | 3.58% | Q4 2018 | Q4 2019 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.19% | 0.21% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.13% | 0.63% | Q1 2019 | Q1 2021 | 5 |
RELIANCE TRUST CO OF DELAWARE | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2014 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
JT Stratford LLC | 5 | 5 | 0.17% | 0.20% | 0.23% | Q3 2017 | Q3 2018 | 5 |
MinichMacGregor Wealth Management, LLC | 5 | 5 | 5.84% | 6.39% | 7.46% | Q1 2022 | Q1 2023 | 5 |
Walleye Trading LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 5 |
STOCK YARDS BANK & TRUST CO | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q2 2015 | 5 |
PFG Advisors | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Ironsides Asset Advisors, LLC | 5 | 5 | 0.12% | 0.14% | 0.17% | Q2 2014 | Q2 2015 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.15% | 0.25% | 0.60% | Q4 2020 | Q3 2023 | 5 |
Goodwin Investment Advisory | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Euclid Advisors LLC | 5 | 5 | 0.14% | 0.25% | 0.44% | Q2 2015 | Q2 2016 | 5 |
Vontobel Swiss Wealth Advisors AG | 5 | 5 | 0.14% | 0.19% | 0.23% | Q2 2019 | Q2 2020 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
CWM, LLC | 2 | 1 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q3 2023 | 5 |
RGT Wealth Advisors, LLC | 5 | 5 | 0.16% | 0.19% | 0.25% | Q3 2016 | Q3 2017 | 5 |
Avion Wealth | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
IFC Holdings Incorporated/FL | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2013 | Q3 2014 | 5 |
FIRST MANHATTAN CO. LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cadent Capital Advisors, LLC | 5 | 5 | 1.82% | 3.03% | 6.53% | Q1 2022 | Q1 2023 | 5 |
Caprock Group, LLC | 5 | 5 | 0.13% | 0.14% | 0.15% | Q1 2016 | Q1 2017 | 5 |
Baystate Wealth Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 5 |
Plante Moran Financial Advisors, LLC | 5 | 5 | 0.15% | 0.21% | 0.37% | Q1 2015 | Q1 2016 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q4 2022 | 4 |
THEORY FINANCIAL LLC | 4 | 4 | 2.02% | 2.12% | 2.25% | Q4 2022 | Q3 2023 | 4 |
Bard Financial Services, Inc. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2020 | 4 |
CAHABA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.08% | 0.21% | 0.33% | Q3 2017 | Q2 2018 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Great Lakes Retirement, Inc. | 4 | 4 | 0.68% | 0.87% | 1.32% | Q4 2022 | Q3 2023 | 4 |
ATHERTON LANE ADVISERS, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q2 2014 | Q1 2015 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.04% | 0.06% | 0.13% | Q4 2018 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 2 | 2 | 0.03% | 0.07% | 0.17% | Q4 2017 | Q3 2022 | 4 |
TimeScale Financial, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Hudock, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
White Lighthouse Investment Management Inc. | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2017 | Q3 2018 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2015 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Equitable Holdings, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 4 |
PRINCETON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q3 2021 | Q2 2022 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q4 2015 | 4 |
LGT Financial Advisors LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Tactical Allocation Group LLC | 3 | 3 | 0.29% | 4.14% | 7.19% | Q2 2014 | Q4 2014 | 3 |
COMERICA SECURITIES INC | 2 | 1 | 0.03% | 0.07% | 0.16% | Q4 2014 | Q3 2018 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q2 2015 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
AGF INVESTMENTS INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
COMERICA SECURITIES,INC. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q4 2022 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
WESBANCO BANK INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
MDE Group | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 3 |
Country Club Trust Company, n.a. | 3 | 3 | 0.06% | 0.23% | 0.33% | Q2 2013 | Q4 2013 | 3 |
Intersect Capital LLC | 3 | 3 | 0.19% | 0.20% | 0.22% | Q4 2014 | Q2 2015 | 3 |
PRINCIPAL FINANCIAL GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Evensky & Katz LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Capital Wealth Alliance, LLC | 3 | 3 | 0.37% | 0.41% | 0.46% | Q2 2022 | Q4 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Argent Trust Co | 2 | 1 | 0.09% | 0.10% | 0.11% | Q1 2015 | Q4 2016 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q2 2019 | 3 |
NEWGATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.19% | 0.34% | 0.56% | Q4 2013 | Q4 2015 | 3 |
ASPIRIANT, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2017 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Capital CS Group, LLC | 3 | 3 | 1.49% | 1.68% | 1.99% | Q3 2022 | Q1 2023 | 3 |
Endurance Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 3 |
1919 Investment Counsel, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.01% | 0.07% | 0.10% | Q1 2022 | Q3 2022 | 3 |
Apeiron RIA LLC | 3 | 3 | 0.11% | 0.15% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Detwiler Fenton Investment Management LLC | 3 | 3 | 0.47% | 0.55% | 0.72% | Q4 2009 | Q2 2010 | 3 |
Personal Wealth Partners | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q4 2019 | 3 |
Advisor OS, LLC | 2 | 1 | 0.04% | 0.28% | 0.42% | Q1 2021 | Q4 2021 | 3 |
Advisor Resource Council | 3 | 3 | 0.18% | 0.32% | 0.46% | Q1 2023 | Q3 2023 | 3 |
ARGI Investment Services, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2013 | Q1 2014 | 3 |
Mine & Arao Wealth Creation & Management, LLC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Goodman Advisory Group, LLC | 3 | 3 | 0.03% | 0.06% | 0.10% | Q2 2022 | Q4 2022 | 3 |
SOL Capital Management CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q2 2018 | 3 |
LS Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
PATTEN & PATTEN INC/TN | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 3 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
RPg Family Wealth Advisory, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2015 | Q1 2016 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q2 2021 | 2 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 2 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Poehling Capital Management, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.11% | 0.21% | Q4 2017 | Q1 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q1 2014 | 2 |
First Heartland Consultants, Inc. | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2022 | 2 |
LEGG MASON, INC. | 2 | 2 | 0.02% | 0.07% | 0.12% | Q3 2016 | Q4 2016 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q1 2022 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q2 2022 | 2 |
COMMERCE BANK | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2022 | 2 |
MENLO ADVISORS LLC | 2 | 2 | 1.94% | 2.68% | 3.42% | Q1 2022 | Q2 2022 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 2 |
Lombard Odier & Cie (Canada), Limited Partnership | 2 | 2 | 0.49% | 0.50% | 0.52% | Q1 2014 | Q2 2014 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q1 2023 | 2 |
MORRIS FINANCIAL CONCEPTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SWS Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Belvedere Advisors LLC | 2 | 2 | 0.99% | 1.02% | 1.06% | Q1 2019 | Q2 2019 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
MONROE BANK & TRUST/MI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Grove Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
MIZUHO SECURITIES USA LLC | 2 | 2 | 0.05% | 0.20% | 0.35% | Q3 2016 | Q4 2016 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.21% | 0.21% | 0.22% | Q2 2013 | Q3 2013 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Stevens First Principles Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
CX Institutional | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.15% | 2.94% | 5.73% | Q4 2014 | Q1 2015 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2016 | Q1 2017 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 1.66% | 1.87% | 2.08% | Q3 2013 | Q4 2014 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2018 | 2 |
COLONY GROUP LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DRW Securities, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 1.99% | 1.99% | 1.99% | Q2 2014 | Q2 2014 | 1 |
KM Capital Management Ltd. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PHH Investments, Ltd. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2016 | Q4 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Ifrah Financial Services, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2021 | Q2 2021 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Essex Savings Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Palisades Hudson Asset Management, L.P. | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2015 | Q4 2015 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2014 | Q3 2014 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Q3 Asset Management | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2022 | Q2 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q4 2022 | Q4 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2015 | Q3 2015 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
SOUTHERN CAPITAL ADVISORS, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2018 | Q2 2018 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2022 | Q1 2022 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PagnatoKarp Partners LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2016 | Q4 2016 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MILLIE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2015 | Q2 2015 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
G&S Capital LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2021 | Q1 2021 | 1 |
Westover Capital Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2015 | Q2 2015 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 1.89% | 1.89% | 1.89% | Q4 2018 | Q4 2018 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
ODonnell Financial Services, LLC | 1 | 1 | 5.51% | 5.51% | 5.51% | Q2 2022 | Q2 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.