Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 108 |
GOLDMAN SACHS GROUP INC | 16 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q2 2024 | 88 |
Citadel Advisors | 17 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2024 | 76 |
Cutler Group LLC / CA | 14 | 5 | 0.00% | 0.00% | 0.06% | Q4 2015 | Q4 2023 | 67 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 57 |
JANE STREET GROUP, LLC | 16 | 1 | 0.00% | 0.02% | 0.26% | Q1 2014 | Q2 2024 | 54 |
BANK OF AMERICA CORP /DE/ | 45 | 45 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q2 2024 | 49 |
HSBC HOLDINGS PLC | 32 | 1 | 0.00% | 0.03% | 0.31% | Q1 2012 | Q1 2024 | 46 |
Freedom Investment Management, Inc. | 46 | 46 | 0.02% | 0.05% | 0.32% | Q1 2013 | Q2 2024 | 46 |
JPMORGAN CHASE & CO | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
BNP PARIBAS FINANCIAL MARKETS | 45 | 45 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2024 | 45 |
US BANCORP \DE\ | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
CITIGROUP INC | 45 | 45 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q2 2024 | 45 |
WELLS FARGO & COMPANY/MN | 45 | 45 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2024 | 45 |
ROYAL BANK OF CANADA | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
MORGAN STANLEY | 45 | 45 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2024 | 45 |
PNC FINANCIAL SERVICES GROUP, INC. | 45 | 45 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2024 | 45 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 10 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q2 2024 | 44 |
LPL Financial LLC | 29 | 15 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2024 | 44 |
AMERIPRISE FINANCIAL INC | 29 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 44 |
UBS Group AG | 39 | 39 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2024 | 44 |
CANADA LIFE ASSURANCE Co | 24 | 19 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2024 | 43 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 39 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 39 | 39 | 0.00% | 0.75% | 11.08% | Q2 2013 | Q4 2022 | 39 |
STIFEL FINANCIAL CORP | 18 | 6 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2024 | 38 |
SG Americas Securities, LLC | 28 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 37 |
CREDIT SUISSE AG/ | 24 | 2 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q1 2023 | 37 |
BANQUE PICTET & CIE SA | 29 | 7 | 0.02% | 0.09% | 0.18% | Q4 2013 | Q2 2024 | 36 |
BANK OF NOVA SCOTIA | 19 | 2 | 0.00% | 0.02% | 0.36% | Q1 2013 | Q2 2024 | 35 |
BlackRock Finance, Inc. | 16 | 9 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2024 | 34 |
Rafferty Asset Management, LLC | 24 | 3 | 0.01% | 0.27% | 1.64% | Q2 2013 | Q4 2021 | 33 |
RAYMOND JAMES & ASSOCIATES | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 33 |
MUFG Americas Holdings Corp | 25 | 8 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q3 2022 | 33 |
IFP Advisors, Inc | 20 | 13 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q2 2024 | 33 |
Cambridge Investment Research Advisors, Inc. | 17 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2024 | 32 |
EXANE DERIVATIVES | 31 | 31 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2022 | 31 |
Korea Investment CORP | 31 | 31 | 0.04% | 0.11% | 0.17% | Q4 2016 | Q2 2024 | 31 |
BLAIR WILLIAM & CO/IL | 24 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 30 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q2 2024 | 30 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.02% | 0.14% | Q2 2015 | Q2 2024 | 29 |
FIFTH THIRD BANCORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 29 |
Nicholas Hoffman & Company, LLC. | 29 | 29 | 0.05% | 0.18% | 0.36% | Q2 2017 | Q2 2024 | 29 |
GOFEN & GLOSSBERG LLC /IL/ | 28 | 28 | 0.01% | 0.05% | 0.12% | Q4 2013 | Q3 2020 | 28 |
SHUFRO ROSE & CO LLC | 28 | 28 | 0.02% | 0.06% | 0.09% | Q1 2016 | Q4 2022 | 28 |
COMMERCE BANK | 28 | 28 | 0.00% | 0.05% | 0.28% | Q1 2013 | Q4 2019 | 28 |
ING GROEP NV | 26 | 1 | 0.03% | 0.12% | 0.24% | Q1 2013 | Q3 2020 | 27 |
WHITTIER TRUST CO OF NEVADA INC | 16 | 11 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2021 | 27 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.00% | 0.05% | Q3 2014 | Q4 2021 | 26 |
Osborn Williams & Donohoe LLC | 25 | 1 | 0.02% | 0.10% | 0.25% | Q2 2013 | Q4 2019 | 26 |
Parallax Volatility Advisers, L.P. | 21 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2019 | 26 |
PROVIDA PENSION FUND ADMINISTRATOR | 18 | 8 | 0.55% | 2.14% | 5.22% | Q2 2017 | Q4 2023 | 26 |
AXA S.A. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 26 |
SYNOVUS FINANCIAL CORP | 16 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 25 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 25 | 25 | 0.01% | 0.05% | 0.16% | Q2 2014 | Q2 2020 | 25 |
GAM Holding AG | 24 | 1 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q4 2019 | 25 |
NATIXIS | 16 | 2 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q1 2024 | 24 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 24 |
Banco Santander, S.A. | 15 | 1 | 0.00% | 0.09% | 0.18% | Q1 2017 | Q2 2024 | 24 |
FMR LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
METLIFE INC | 24 | 24 | 9.13% | 18.53% | 24.48% | Q3 2018 | Q2 2024 | 24 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
CUMBERLAND ADVISORS INC | 15 | 9 | 0.53% | 1.36% | 2.42% | Q3 2016 | Q2 2024 | 24 |
Old Port Advisors | 18 | 1 | 0.95% | 1.24% | 1.58% | Q2 2018 | Q2 2024 | 23 |
Water Oak Advisors LLC | 12 | 1 | 0.86% | 3.73% | 20.81% | Q2 2014 | Q3 2020 | 23 |
Rockefeller Capital Management L.P. | 22 | 1 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q1 2024 | 23 |
MML INVESTORS SERVICES, LLC | 14 | 9 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2024 | 23 |
Quantitative Investment Management, LLC | 5 | 1 | 0.02% | 0.12% | 0.49% | Q3 2013 | Q1 2024 | 23 |
Steward Partners Investment Advisory, LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 22 |
Financial Gravity Asset Management, Inc. | 14 | 3 | 0.00% | 0.03% | 0.52% | Q1 2018 | Q1 2024 | 22 |
Geneos Wealth Management Inc. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2024 | 22 |
MASTRAPASQUA ASSET MANAGEMENT INC | 19 | 1 | 0.02% | 0.06% | 0.10% | Q2 2015 | Q1 2022 | 22 |
Global Retirement Partners, LLC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2024 | 21 |
CWM, LLC | 11 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2024 | 21 |
Sumitomo Mitsui Trust Holdings, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2024 | 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 1 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q2 2024 | 21 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.04% | 0.22% | 0.62% | Q4 2015 | Q2 2024 | 20 |
First Washington CORP | 20 | 20 | 0.01% | 0.07% | 0.20% | Q4 2013 | Q3 2018 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Family Firm, Inc. | 19 | 1 | 0.09% | 0.18% | 0.24% | Q1 2018 | Q2 2024 | 20 |
QCI ASSET MANAGEMENT INC/NY | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2024 | 20 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q1 2024 | 20 |
Zurich Insurance Group Ltd/FI | 15 | 5 | 0.00% | 0.03% | 0.22% | Q4 2016 | Q1 2022 | 20 |
Greytown Advisors Inc. | 15 | 1 | 0.11% | 0.16% | 0.23% | Q3 2018 | Q2 2024 | 20 |
Moneda S.A. Administradora General de Fondos | 19 | 19 | 0.44% | 1.11% | 1.82% | Q4 2019 | Q2 2024 | 19 |
UBP Investment Advisors SA | 17 | 2 | 0.66% | 1.15% | 1.97% | Q4 2017 | Q3 2022 | 19 |
MEITAV INVESTMENT HOUSE LTD | 14 | 1 | 0.02% | 0.28% | 1.75% | Q4 2017 | Q4 2022 | 19 |
Legacy Bridge, LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2024 | 19 |
Element Wealth, LLC | 19 | 19 | 0.00% | 0.01% | 0.10% | Q4 2019 | Q2 2024 | 19 |
Equitable Holdings, Inc. | 19 | 19 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q2 2024 | 19 |
Bogart Wealth, LLC | 12 | 7 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2024 | 19 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 10 | 9 | 0.11% | 0.15% | 0.28% | Q3 2013 | Q2 2018 | 19 |
GREENWOOD CAPITAL ASSOCIATES LLC | 9 | 1 | 0.03% | 0.50% | 1.40% | Q3 2014 | Q1 2024 | 18 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.18% | 0.92% | Q2 2015 | Q1 2023 | 18 |
Biltmore Family Office, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2024 | 18 |
SeaBridge Investment Advisors LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 7 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2019 | 18 |
Avior Wealth Management, LLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2024 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2024 | 18 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 17 |
AllSquare Wealth Management LLC | 10 | 7 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2019 | 17 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q4 2023 | 17 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 6 | 0.00% | 0.03% | 0.13% | Q4 2017 | Q2 2024 | 17 |
Ifrah Financial Services, Inc. | 15 | 2 | 0.08% | 0.27% | 0.38% | Q2 2016 | Q2 2022 | 17 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 17 |
EFG Asset Management (Americas) Corp. | 12 | 2 | 0.02% | 0.17% | 0.60% | Q3 2014 | Q2 2024 | 17 |
MEYER HANDELMAN CO | 17 | 17 | 0.05% | 0.07% | 0.09% | Q3 2017 | Q3 2021 | 17 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2024 | 16 |
Mirae Asset Global Investments Co., Ltd. | 5 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q2 2024 | 16 |
Commonwealth Equity Services, Inc | 9 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2017 | 16 |
Roble, Belko & Company, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 16 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 9 | 7 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 16 |
METROPOLITAN LIFE INSURANCE CO/NY | 13 | 2 | 0.00% | 0.03% | 0.06% | Q3 2014 | Q2 2018 | 15 |
RiverFront Investment Group, LLC | 6 | 1 | 0.11% | 0.89% | 2.44% | Q4 2008 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 15 |
CENTRAL TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Foundations Investment Advisors, LLC | 9 | 1 | 0.01% | 1.47% | 8.80% | Q4 2018 | Q2 2024 | 15 |
Allianz Asset Management GmbH | 11 | 1 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q4 2023 | 15 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q4 2021 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
TRUST CO OF VERMONT | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2024 | 15 |
Mitsubishi UFJ Trust & Banking Corp | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
OPTIMUM INVESTMENT ADVISORS | 8 | 7 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2019 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 1 | 0.00% | 0.03% | 0.12% | Q4 2016 | Q2 2023 | 15 |
SignalPoint Asset Management, LLC | 11 | 4 | 0.11% | 0.73% | 1.97% | Q2 2013 | Q2 2017 | 15 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 14 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2017 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 15 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 1 | 0.00% | 0.03% | 0.43% | Q2 2013 | Q3 2022 | 14 |
BRINKER CAPITAL INC | 12 | 2 | 0.04% | 0.05% | 0.09% | Q2 2013 | Q4 2018 | 14 |
HUNTINGTON NATIONAL BANK | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q1 2024 | 14 |
Patten Group, Inc. | 13 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2018 | 14 |
InterOcean Capital, LLC | 14 | 14 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q1 2020 | 14 |
Spire Wealth Management | 14 | 14 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q2 2024 | 14 |
Intercontinental Wealth Advisors, LLC | 13 | 1 | 0.15% | 0.27% | 0.34% | Q4 2015 | Q2 2023 | 14 |
Sompo Asset Management Co., Ltd. | 14 | 14 | 0.18% | 0.34% | 0.57% | Q4 2016 | Q1 2020 | 14 |
Raymond James Financial Services Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2024 | 14 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.91% | 1.27% | 1.92% | Q1 2021 | Q2 2024 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2024 | 14 |
Janney Montgomery Scott LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2024 | 14 |
TCI Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2021 | 13 |
Liberty Capital Management, Inc. | 7 | 6 | 0.00% | 0.27% | 0.62% | Q2 2013 | Q4 2017 | 13 |
BAR HARBOR WEALTH MANAGEMENT | 13 | 13 | 0.02% | 0.12% | 0.20% | Q4 2016 | Q4 2019 | 13 |
ALTFEST L J & CO INC | 9 | 1 | 0.18% | 0.54% | 1.48% | Q1 2018 | Q2 2024 | 13 |
Brinker Capital Investments, LLC | 13 | 13 | 0.00% | 0.08% | 0.29% | Q1 2014 | Q1 2017 | 13 |
Ratio Wealth Group | 9 | 4 | 0.09% | 0.67% | 1.67% | Q4 2020 | Q1 2024 | 13 |
Alpha Omega Wealth Management LLC | 13 | 13 | 0.03% | 0.14% | 0.22% | Q4 2016 | Q4 2019 | 13 |
Bank Julius Baer & Co. Ltd, Zurich | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 8 | 1 | 0.02% | 0.17% | 0.75% | Q4 2019 | Q2 2024 | 13 |
Man Group plc | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q2 2024 | 13 |
Asset Planning Services, Ltd. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 13 |
Itau Unibanco Holding S.A. | 11 | 2 | 0.02% | 0.33% | 1.86% | Q3 2016 | Q4 2019 | 13 |
Merriman Wealth Management, LLC | 4 | 1 | 0.02% | 0.44% | 1.76% | Q3 2014 | Q2 2023 | 13 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 13 |
Lindbrook Capital, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 13 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2024 | 13 |
People's United Financial, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Gradient Investments LLC | 8 | 4 | 0.00% | 0.08% | 0.20% | Q1 2015 | Q3 2018 | 12 |
Winslow, Evans & Crocker, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2016 | 12 |
First Horizon Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Capital Investment Advisory Services, LLC | 12 | 12 | 0.02% | 0.59% | 0.84% | Q3 2021 | Q2 2024 | 12 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2017 | 12 |
Migdal Insurance & Financial Holdings Ltd. | 12 | 12 | 0.05% | 1.14% | 2.06% | Q4 2015 | Q3 2018 | 12 |
Riggs Asset Managment Co. Inc. | 4 | 2 | 0.00% | 1.54% | 3.23% | Q1 2018 | Q3 2023 | 12 |
FDx Advisors, Inc. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q4 2023 | 12 |
Kozak & Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2024 | 12 |
Hexavest Inc. | 8 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 12 |
Bank of New York Mellon Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2024 | 12 |
Psagot Value Holdings Ltd. | 10 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2018 | 12 |
Apollon Wealth Management, LLC | 10 | 1 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q2 2024 | 11 |
EPG Wealth Management LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2024 | 11 |
CSS LLC/IL | 6 | 2 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q1 2024 | 11 |
Horizon Investments, LLC | 9 | 1 | 0.00% | 0.37% | 1.91% | Q2 2014 | Q1 2024 | 11 |
Manchester Capital Management LLC | 9 | 2 | 0.00% | 0.12% | 0.30% | Q2 2013 | Q2 2021 | 11 |
Cresset Asset Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2022 | 11 |
CAPTRUST FINANCIAL ADVISORS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 11 |
Gemmer Asset Management LLC | 11 | 11 | 0.02% | 0.18% | 0.99% | Q2 2014 | Q4 2016 | 11 |
GLENMEDE TRUST CO NA | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 11 |
SIGNATUREFD, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 11 |
Brookstone Capital Management | 4 | 1 | 0.01% | 0.41% | 1.30% | Q1 2016 | Q2 2022 | 11 |
PGIM Custom Harvest LLC | 7 | 4 | 0.02% | 0.07% | 0.17% | Q4 2020 | Q2 2024 | 11 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 11 |
NATIONAL BANK OF CANADA /FI/ | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 11 |
RAY GERALD L & ASSOCIATES LTD | 9 | 1 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q3 2017 | 11 |
GW HENSSLER & ASSOCIATES LTD | 8 | 3 | 0.32% | 0.88% | 2.13% | Q2 2013 | Q3 2021 | 11 |
Hollow Brook Wealth Management LLC | 10 | 10 | 0.48% | 0.90% | 1.28% | Q1 2022 | Q2 2024 | 10 |
Aptus Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2019 | 10 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.21% | 0.53% | Q4 2016 | Q4 2023 | 10 |
Elite Wealth Management, Inc. | 9 | 1 | 0.01% | 0.02% | 0.03% | Q3 2012 | Q3 2016 | 10 |
Personal Capital Advisors Corp | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2019 | 10 |
Kore Private Wealth LLC | 6 | 1 | 0.00% | 0.18% | 0.34% | Q4 2018 | Q2 2022 | 10 |
Sandy Spring Bank | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2016 | 10 |
Tyler-Stone Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 10 |
Banque Cantonale Vaudoise | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2024 | 10 |
Pekin Hardy Strauss, Inc. | 10 | 10 | 0.11% | 0.14% | 0.17% | Q1 2022 | Q2 2024 | 10 |
TORONTO DOMINION BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2015 | 10 |
Virtu KCG Holdings LLC | 5 | 1 | 0.01% | 0.04% | 0.13% | Q3 2013 | Q2 2017 | 10 |
Compagnie Lombard Odier SCmA | 8 | 2 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q4 2016 | 10 |
USA FINANCIAL FORMULAS | 4 | 3 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q2 2024 | 10 |
HighTower Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q2 2024 | 10 |
ICICI Prudential Asset Management Co Ltd | 10 | 10 | 0.10% | 0.50% | 0.88% | Q1 2022 | Q2 2024 | 10 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 10 | 10 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q4 2021 | 10 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
Csenge Advisory Group | 4 | 3 | 0.01% | 0.36% | 0.63% | Q1 2018 | Q2 2024 | 10 |
LAZARD ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2019 | 10 |
WRAPMANAGER INC | 9 | 9 | 0.10% | 0.12% | 0.14% | Q4 2015 | Q4 2017 | 9 |
Cerity Partners LLC | 9 | 9 | 0.05% | 0.06% | 0.08% | Q3 2017 | Q3 2019 | 9 |
Yorktown Management & Research Co Inc | 5 | 2 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 9 |
Parallel Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2024 | 9 |
McIlrath & Eck, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
PRUDENTIAL FINANCIAL INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2023 | 9 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2020 | 9 |
Atria Investments, Inc | 2 | 1 | 0.04% | 0.12% | 0.20% | Q3 2014 | Q1 2019 | 9 |
TOTAL INVESTMENT MANAGEMENT INC | 9 | 9 | 0.06% | 5.77% | 7.79% | Q2 2022 | Q2 2024 | 9 |
HARBOUR INVESTMENTS, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
WEALTHSOURCE PARTNERS, LLC | 3 | 1 | 0.02% | 0.27% | 0.71% | Q3 2016 | Q4 2023 | 9 |
Capital Analysts, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2014 | 9 |
JOHNSON INVESTMENT COUNSEL INC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2015 | 9 |
SFI Advisors, LLC | 7 | 2 | 0.15% | 0.22% | 0.47% | Q4 2021 | Q2 2024 | 9 |
WP Advisors, LLC | 8 | 1 | 0.16% | 0.20% | 0.28% | Q4 2016 | Q1 2019 | 9 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2022 | 9 |
New Vernon Capital Holdings II LLC | 8 | 8 | 0.38% | 0.84% | 1.20% | Q2 2016 | Q1 2018 | 8 |
OARSMAN CAPITAL, INC. | 8 | 8 | 0.14% | 0.27% | 0.43% | Q2 2013 | Q1 2015 | 8 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 1 | 0.06% | 0.19% | 0.34% | Q3 2017 | Q1 2024 | 8 |
LEUTHOLD GROUP, LLC | 8 | 8 | 0.10% | 0.12% | 0.16% | Q2 2013 | Q1 2015 | 8 |
B. Riley Financial, Inc. | 5 | 1 | 0.05% | 0.10% | 0.14% | Q2 2016 | Q3 2018 | 8 |
CABANA LLC | 5 | 1 | 0.08% | 3.48% | 8.21% | Q1 2018 | Q2 2024 | 8 |
ACIMA PRIVATE WEALTH, LLC | 6 | 2 | 0.02% | 0.20% | 0.40% | Q4 2018 | Q1 2024 | 8 |
Beaumont Capital Management, LLC | 8 | 8 | 0.24% | 0.29% | 0.36% | Q3 2022 | Q2 2024 | 8 |
GFS Advisors, LLC | 6 | 2 | 0.00% | 0.11% | 0.29% | Q2 2013 | Q4 2016 | 8 |
BRIDGES INVESTMENT MANAGEMENT INC | 8 | 8 | 0.14% | 0.30% | 0.53% | Q2 2013 | Q1 2015 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Certified Advisory Corp | 8 | 8 | 0.05% | 0.11% | 0.24% | Q4 2017 | Q3 2019 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Executive Wealth Management, LLC | 3 | 1 | 0.00% | 0.47% | 0.70% | Q4 2018 | Q4 2023 | 8 |
Interchange Capital Partners, LLC | 7 | 1 | 0.12% | 0.24% | 0.42% | Q1 2021 | Q2 2024 | 8 |
Baird Financial Group, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2024 | 8 |
Verity Asset Management, Inc. | 4 | 1 | 0.16% | 0.31% | 0.60% | Q1 2014 | Q2 2023 | 8 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q1 2024 | 8 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2024 | 8 |
GenTrust, LLC | 6 | 2 | 0.03% | 0.35% | 1.22% | Q4 2018 | Q3 2021 | 8 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q1 2024 | 8 |
Walleye Trading LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2015 | 8 |
Northside Capital Management, LLC | 8 | 8 | 0.69% | 1.00% | 1.51% | Q2 2018 | Q1 2020 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.11% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Gallacher Capital Management LLC | 7 | 7 | 0.57% | 0.80% | 0.90% | Q4 2022 | Q2 2024 | 7 |
Cetera Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2023 | 7 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 7 | 7 | 0.15% | 1.77% | 2.54% | Q4 2022 | Q2 2024 | 7 |
Ellis Investment Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Covestor Ltd | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2024 | 7 |
KCS Wealth Advisory | 4 | 1 | 0.11% | 0.16% | 0.19% | Q1 2018 | Q1 2021 | 7 |
AMG National Trust Bank | 7 | 7 | 0.02% | 0.12% | 0.46% | Q2 2013 | Q4 2014 | 7 |
Pinnacle Summer Investments, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 7 | 7 | 0.90% | 1.13% | 1.25% | Q3 2021 | Q1 2023 | 7 |
Hilltop Holdings Inc. | 3 | 2 | 0.03% | 0.22% | 0.65% | Q1 2022 | Q1 2024 | 7 |
BBJS FINANCIAL ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 7 |
Richard Bernstein Advisors LLC | 7 | 7 | 0.00% | 1.21% | 3.04% | Q1 2021 | Q3 2022 | 7 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 5 | 1 | 0.19% | 1.05% | 2.78% | Q2 2014 | Q2 2022 | 7 |
Prospera Financial Services Inc | 5 | 2 | 0.00% | 0.04% | 0.10% | Q1 2022 | Q2 2024 | 7 |
Kingfisher Capital LLC | 4 | 3 | 0.51% | 0.84% | 1.16% | Q2 2013 | Q4 2019 | 7 |
Garde Capital, Inc. | 6 | 1 | 0.16% | 0.28% | 0.42% | Q2 2014 | Q3 2016 | 7 |
SENTINEL TRUST CO LBA | 6 | 1 | 0.03% | 0.12% | 0.30% | Q1 2021 | Q4 2023 | 7 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 7 | 7 | 0.12% | 0.36% | 0.71% | Q4 2011 | Q2 2013 | 7 |
SAXON INTERESTS, INC. | 5 | 2 | 0.53% | 0.62% | 0.76% | Q2 2022 | Q1 2024 | 7 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 7 |
Global Endowment Management, LP | 4 | 3 | 0.05% | 0.10% | 0.16% | Q3 2021 | Q1 2024 | 7 |
Triumph Capital Management | 7 | 7 | 0.16% | 0.26% | 0.47% | Q1 2022 | Q3 2023 | 7 |
Wharton Business Group, LLC | 7 | 7 | 0.02% | 0.48% | 0.86% | Q2 2013 | Q4 2014 | 7 |
Sharper & Granite LLC | 7 | 7 | 0.38% | 0.48% | 0.55% | Q4 2022 | Q2 2024 | 7 |
Regal Investment Advisors LLC | 3 | 3 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q1 2018 | 6 |
BROWN ADVISORY INC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 6 |
Weatherstone Capital Management | 3 | 1 | 0.03% | 0.56% | 1.73% | Q1 2016 | Q3 2018 | 6 |
AE Wealth Management LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q4 2023 | 6 |
Belpointe Asset Management LLC | 5 | 1 | 0.00% | 0.07% | 0.19% | Q4 2022 | Q2 2024 | 6 |
Cetera Investment Advisers | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2024 | 6 |
K2 PRINCIPAL FUND, L.P. | 5 | 5 | 0.02% | 0.08% | 0.17% | Q4 2015 | Q4 2016 | 6 |
Corient Private Wealth LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2024 | 6 |
TD PRIVATE CLIENT WEALTH LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2014 | 6 |
Arrow Investment Advisors, LLC | 3 | 1 | 2.70% | 4.67% | 7.02% | Q3 2016 | Q1 2024 | 6 |
MOODY LYNN & LIEBERSON, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
TRUIST FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
TWO SIGMA ADVISERS, LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2024 | 6 |
Edgestream Partners, L.P. | 2 | 1 | 0.05% | 0.12% | 0.19% | Q1 2017 | Q4 2020 | 6 |
CENTAURUS FINANCIAL, INC. | 4 | 2 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q1 2024 | 6 |
Cable Hill Partners, LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2019 | 6 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2024 | 6 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q4 2014 | 6 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q3 2018 | 6 |
Lansing Street Advisors | 6 | 6 | 0.02% | 0.24% | 1.29% | Q1 2022 | Q2 2023 | 6 |
Independent Order of Foresters | 6 | 6 | 0.24% | 0.34% | 0.39% | Q1 2023 | Q2 2024 | 6 |
AdvisorNet Financial, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
Ameliora Wealth Management Ltd. | 6 | 6 | 0.01% | 0.38% | 0.89% | Q3 2022 | Q4 2023 | 6 |
SkyView Investment Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Haverford Trust Co | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 6 |
M&T BANK CORP | 2 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q4 2020 | 6 |
GSA CAPITAL PARTNERS LLP | 6 | 6 | 0.05% | 0.10% | 0.16% | Q1 2023 | Q2 2024 | 6 |
PDT Partners, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2018 | 6 |
TIEDEMANN ADVISORS, LLC | 6 | 6 | 0.06% | 1.07% | 1.56% | Q4 2018 | Q1 2020 | 6 |
MACQUARIE GROUP LTD | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2024 | 6 |
Pictet North America Advisors SA | 6 | 6 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q4 2019 | 6 |
CreativeOne Wealth, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q1 2024 | 6 |
Black Swift Group, LLC | 3 | 1 | 0.02% | 0.61% | 1.25% | Q4 2017 | Q3 2021 | 6 |
Perigon Wealth Management, LLC | 5 | 1 | 0.00% | 0.07% | 0.13% | Q4 2018 | Q4 2020 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Dorsey Wright & Associates | 3 | 1 | 0.47% | 1.46% | 2.75% | Q3 2016 | Q1 2024 | 6 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q4 2013 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2016 | 6 |
Vontobel Swiss Wealth Advisors AG | 3 | 1 | 0.05% | 0.13% | 0.17% | Q4 2014 | Q2 2021 | 6 |
CANADA PENSION PLAN INVESTMENT BOARD | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.03% | 0.05% | 0.12% | Q4 2017 | Q1 2019 | 6 |
PRUDENTIAL PLC | 3 | 1 | 0.00% | 0.04% | 0.15% | Q4 2020 | Q1 2023 | 6 |
ASHFORD CAPITAL MANAGEMENT INC | 6 | 6 | 0.27% | 0.43% | 0.52% | Q1 2023 | Q2 2024 | 6 |
LMCG INVESTMENTS, LLC | 6 | 6 | 0.36% | 0.52% | 0.62% | Q1 2023 | Q2 2024 | 6 |
Independent Portfolio Consultants, Inc. | 4 | 2 | 0.05% | 0.06% | 0.08% | Q2 2014 | Q2 2017 | 6 |
COTTONWOOD CAPITAL ADVISORS, LLC | 4 | 1 | 0.16% | 0.19% | 0.20% | Q1 2022 | Q1 2024 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q3 2022 | 5 |
HL FINANCIAL SERVICES LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q1 2019 | 5 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q3 2019 | 5 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.07% | 0.34% | Q4 2016 | Q1 2021 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Chicago Wealth Management, Inc. | 4 | 1 | 4.37% | 5.47% | 6.58% | Q4 2022 | Q1 2024 | 5 |
AHL Partners LLP | 4 | 1 | 0.01% | 0.07% | 0.15% | Q3 2016 | Q4 2017 | 5 |
Crosspoint Capital Strategies, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 5 |
Rikoon Group, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q1 2021 | 5 |
Orion Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 5 |
BRAVE ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q2 2024 | 5 |
COMERICA BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2024 | 5 |
PRINCETON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q1 2019 | 5 |
Wagner Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
Adams Wealth Management | 4 | 1 | 0.00% | 1.88% | 2.47% | Q3 2020 | Q2 2024 | 5 |
STRATEGY ASSET MANAGERS LLC | 5 | 5 | 0.41% | 0.44% | 0.49% | Q2 2023 | Q2 2024 | 5 |
Lehman & Derafelo Financial Resources LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Pacifica Partners Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q2 2024 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
Nationwide Fund Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
All Season Financial Advisors, Inc. | 3 | 2 | 0.77% | 1.69% | 2.32% | Q1 2022 | Q4 2023 | 5 |
BRIDGES INVESTMENT COUNSEL INC/ | 5 | 5 | 0.05% | 0.16% | 0.30% | Q2 2013 | Q2 2014 | 5 |
Carroll Financial Associates, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 5 |
Optiver Holding B.V. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 5 |
ADIRONDACK TRUST CO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Ledyard National Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
LBA Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
Columbus Macro, LLC | 4 | 1 | 0.15% | 0.34% | 0.58% | Q1 2022 | Q1 2024 | 5 |
Bangor Savings Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
ADELL HARRIMAN & CARPENTER INC | 3 | 2 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q3 2014 | 5 |
Glovista Investments LLC | 4 | 1 | 0.07% | 0.94% | 1.69% | Q3 2017 | Q1 2019 | 5 |
Bremer Bank National Association | 5 | 5 | 1.03% | 1.33% | 1.46% | Q1 2019 | Q1 2020 | 5 |
KB FINANCIAL PARTNERS, LLC | 5 | 5 | 0.00% | 0.06% | 0.10% | Q1 2021 | Q1 2022 | 5 |
Veritable, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2021 | 4 |
Great Diamond Partners, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q3 2023 | Q2 2024 | 4 |
C M BIDWELL & ASSOCIATES LTD | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Monument Capital Management | 4 | 4 | 0.03% | 1.20% | 2.45% | Q4 2017 | Q3 2018 | 4 |
Nilsine Partners, LLC | 4 | 4 | 0.84% | 0.90% | 1.00% | Q1 2023 | Q4 2023 | 4 |
WMG Financial Advisors, LLC | 4 | 4 | 0.39% | 0.73% | 0.91% | Q2 2023 | Q1 2024 | 4 |
First Command Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.03% | 0.07% | Q3 2014 | Q3 2016 | 4 |
Cobble Hill Financial Services, INC | 4 | 4 | 0.32% | 3.23% | 5.13% | Q1 2013 | Q4 2013 | 4 |
Harvest Fund Management Co., Ltd | 2 | 1 | 0.03% | 0.07% | 0.13% | Q4 2016 | Q3 2019 | 4 |
Avidian Wealth Enterprises, LLC | 3 | 1 | 0.02% | 0.17% | 0.62% | Q4 2020 | Q4 2023 | 4 |
KMS FINANCIAL SERVICES, INC | 3 | 1 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q2 2014 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Tibra Equities Europe Ltd | 3 | 1 | 0.06% | 0.39% | 1.30% | Q3 2018 | Q4 2019 | 4 |
Capital Advisors, Ltd. LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2014 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q2 2024 | 4 |
Private Wealth Advisors, LLC | 4 | 4 | 0.48% | 1.14% | 2.39% | Q2 2021 | Q1 2022 | 4 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 4 |
QUATTRO FINANCIAL ADVISORS LLC | 4 | 4 | 0.18% | 0.74% | 1.03% | Q1 2021 | Q4 2021 | 4 |
CX Institutional | 3 | 1 | 0.00% | 0.05% | 0.18% | Q2 2018 | Q3 2019 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.42% | 1.07% | 1.64% | Q3 2013 | Q2 2016 | 4 |
Jackson Hole Capital Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Squarepoint Ops LLC | 2 | 1 | 0.01% | 0.04% | 0.05% | Q2 2018 | Q4 2019 | 4 |
PALLADIUM PARTNERS LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q1 2014 | 4 |
FIRST TRUST ADVISORS LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
TRUST CO OF OKLAHOMA | 4 | 4 | 0.16% | 0.18% | 0.19% | Q1 2023 | Q4 2023 | 4 |
Tidal Investments LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 4 |
Source Financial Advisors LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q4 2022 | 4 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 4 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 4 | 0.15% | 0.19% | 0.25% | Q2 2013 | Q1 2014 | 4 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KLINGENSTEIN FIELDS & CO LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 4 |
PEAK FINANCIAL ADVISORS LLC | 3 | 1 | 1.41% | 1.68% | 2.15% | Q1 2022 | Q1 2024 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2024 | 4 |
NATIONAL PLANNING CORP | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q4 2014 | 4 |
KCM INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2014 | 4 |
M Holdings Securities, Inc. | 4 | 4 | 0.27% | 0.33% | 0.45% | Q4 2013 | Q3 2014 | 4 |
Cooperatieve Rabobank U.A. | 4 | 4 | 0.17% | 0.22% | 0.28% | Q2 2013 | Q1 2014 | 4 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2017 | 4 |
JANUS HENDERSON GROUP PLC | 3 | 1 | 0.00% | 0.14% | 0.23% | Q4 2013 | Q4 2018 | 4 |
DAVENPORT & Co LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
Sentinus, LLC | 4 | 4 | 0.48% | 0.57% | 0.66% | Q3 2022 | Q2 2023 | 4 |
Vontobel Holding Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
AMP Capital Investors Ltd | 3 | 3 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q4 2020 | 3 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
FIRSTMERIT BANK N A TRUSTEE | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
SCOTIA CAPITAL INC. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2016 | 3 |
CAMELOT TECHNOLOGY ADVISORS, INC. | 3 | 3 | 0.77% | 0.89% | 1.01% | Q4 2023 | Q2 2024 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.06% | 0.11% | 0.16% | Q4 2018 | Q2 2019 | 3 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.06% | 0.21% | 0.37% | Q3 2016 | Q1 2018 | 3 |
OPPENHEIMER & CO INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2024 | 3 |
NVWM, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q2 2018 | 3 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2024 | 3 |
One Capital Management, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q4 2023 | 3 |
PERRITT CAPITAL MANAGEMENT INC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2015 | Q3 2015 | 3 |
Apriem Advisors | 3 | 3 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Eudaimonia Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q2 2023 | 3 |
Alexander Randolph Advisory, Inc. | 3 | 3 | 0.23% | 0.25% | 0.27% | Q4 2023 | Q2 2024 | 3 |
Ruggie Capital Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 3 |
First Heartland Consultants, Inc. | 3 | 3 | 0.10% | 0.19% | 0.27% | Q4 2016 | Q2 2017 | 3 |
Tactive Advisors, LLC | 3 | 3 | 0.61% | 1.86% | 3.79% | Q2 2023 | Q4 2023 | 3 |
PATRON PARTNERS, LLC | 3 | 3 | 0.46% | 0.48% | 0.50% | Q1 2021 | Q3 2021 | 3 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Hefty Wealth Partners | 2 | 1 | 0.49% | 0.59% | 0.69% | Q3 2016 | Q1 2018 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SFE Investment Counsel | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q3 2021 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2024 | 3 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q3 2021 | 3 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 3 |
Telos Capital Management, Inc. | 3 | 3 | 0.45% | 0.47% | 0.50% | Q2 2013 | Q4 2013 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
EWG Elevate Inc. | 2 | 1 | 0.34% | 0.79% | 1.59% | Q2 2023 | Q1 2024 | 3 |
Tanglewood Wealth Management, Inc. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q1 2024 | 3 |
PINNACLE ASSOCIATES LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Cranbrook Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q2 2022 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 3 | 0.17% | 0.25% | 0.33% | Q1 2021 | Q3 2021 | 3 |
Capital Asset Advisory Services LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q2 2020 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Mariner Wealth Advisors-Madison, LLC | 3 | 3 | 0.04% | 2.76% | 4.30% | Q1 2013 | Q3 2013 | 3 |
Mariner, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q2 2017 | 3 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q1 2024 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Financial Management Professionals, Inc. | 1 | 1 | 0.07% | 0.74% | 1.62% | Q2 2013 | Q1 2023 | 3 |
BOK Financial Private Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q3 2017 | 3 |
Madden Advisory Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Transamerica Financial Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2018 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.37% | 0.41% | 0.43% | Q2 2013 | Q4 2013 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.06% | 0.12% | 0.22% | Q4 2023 | Q2 2024 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.07% | 0.13% | 0.25% | Q2 2019 | Q4 2023 | 3 |
Brevan Howard Capital Management LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.18% | 0.52% | Q4 2017 | Q4 2018 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.23% | 0.28% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Ameraudi Asset Management, Inc. | 3 | 3 | 0.08% | 0.86% | 1.53% | Q2 2021 | Q4 2021 | 3 |
Atria Wealth Solutions, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2023 | Q2 2024 | 3 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.01% | 1.59% | 2.66% | Q2 2013 | Q1 2021 | 3 |
Cullen Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
Nadler Financial Group, Inc. | 3 | 3 | 0.20% | 0.23% | 0.26% | Q2 2013 | Q4 2013 | 3 |
Gold Investment Management Ltd. | 3 | 3 | 0.06% | 0.09% | 0.11% | Q4 2023 | Q2 2024 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2024 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WHITTIER TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2021 | 3 |
Indiana Trust & Investment Management Co | 3 | 3 | 0.29% | 0.36% | 0.42% | Q4 2023 | Q2 2024 | 3 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 0.16% | 0.21% | 0.27% | Q1 2016 | Q2 2016 | 2 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 2 |
Marble Harbor Investment Counsel, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.37% | 0.40% | 0.43% | Q2 2022 | Q3 2022 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 1.84% | 1.84% | 1.84% | Q3 2018 | Q4 2018 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2017 | Q1 2018 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
ROMAN BUTLER FULLERTON & CO | 2 | 2 | 0.14% | 0.16% | 0.18% | Q1 2024 | Q2 2024 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.45% | 0.50% | 0.55% | Q1 2017 | Q2 2017 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2023 | Q1 2024 | 2 |
Forward Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2018 | 2 |
Frontier Asset Management, LLC | 2 | 2 | 0.09% | 0.20% | 0.30% | Q3 2022 | Q4 2022 | 2 |
Glass Jacobson Investment Advisors llc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Sollinda Capital Management LLC | 2 | 2 | 1.90% | 2.01% | 2.12% | Q4 2023 | Q1 2024 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Brown Miller Wealth Management, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2023 | Q1 2024 | 2 |
Angeles Investment Advisors, LLC | 1 | 1 | 1.25% | 1.50% | 1.75% | Q3 2022 | Q2 2023 | 2 |
Manifold Partners, LLC | 2 | 2 | 0.88% | 0.94% | 1.00% | Q1 2017 | Q2 2017 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 2 |
STRATEGIC WEALTH MANAGEMENT INC | 2 | 2 | 0.61% | 0.64% | 0.67% | Q4 2012 | Q1 2013 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2017 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Windmill Hill Asset Management Ltd | 2 | 2 | 4.03% | 5.68% | 7.32% | Q3 2020 | Q4 2020 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 2 |
CIBC Private Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 2 |
Addison Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 2 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q1 2024 | 2 |
Foothills Asset Management, Ltd. | 2 | 2 | 0.60% | 1.11% | 1.62% | Q3 2014 | Q4 2014 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.42% | 0.46% | 0.51% | Q4 2023 | Q1 2024 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Wealthcare Advisory Partners LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
First Trust Bank, Ltd. | 2 | 2 | 8.52% | 8.96% | 9.41% | Q1 2016 | Q2 2016 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 2 |
Wealthstreet Investment Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 2 | 1.05% | 1.06% | 1.07% | Q2 2021 | Q3 2021 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Man Investments Ltd | 1 | 1 | 0.04% | 0.11% | 0.17% | Q3 2013 | Q2 2014 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 2 |
CEDAR HILL ASSOCIATES, LLC | 2 | 2 | 1.08% | 1.15% | 1.21% | Q2 2013 | Q3 2013 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q3 2017 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2015 | 2 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.02% | 0.07% | 0.12% | Q3 2021 | Q1 2024 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
CoreCap Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2023 | Q1 2024 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Global Trust Asset Management, LLC | 1 | 1 | 0.01% | 0.06% | 0.12% | Q1 2022 | Q4 2023 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
PATTEN & PATTEN INC/TN | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
FCA CORP /TX | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q3 2013 | 2 |
Belvedere Advisors LLC | 2 | 2 | 6.31% | 21.86% | 37.41% | Q1 2019 | Q2 2019 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2023 | Q1 2024 | 2 |
MGB Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Breakwater Investment Management | 2 | 2 | 0.01% | 0.03% | 0.04% | Q1 2024 | Q2 2024 | 2 |
Sigma Planning Corp | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q3 2017 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.24% | 0.26% | 0.27% | Q2 2013 | Q3 2013 | 2 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q4 2023 | 2 |
Itau USA Asset Management Inc. | 2 | 2 | 0.50% | 0.50% | 0.51% | Q3 2013 | Q4 2013 | 2 |
One Charles Private Wealth Services, LLC | 2 | 2 | 0.12% | 0.18% | 0.23% | Q2 2021 | Q3 2021 | 2 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.44% | 0.87% | Q3 2014 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Long Wharf Investors, Inc. | 2 | 2 | 0.47% | 0.48% | 0.49% | Q1 2014 | Q2 2014 | 2 |
Montecito Bank & Trust | 2 | 2 | 0.34% | 0.79% | 1.23% | Q1 2018 | Q2 2018 | 2 |
ASB Consultores, LLC | 2 | 2 | 0.25% | 0.26% | 0.28% | Q4 2021 | Q1 2022 | 2 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 2 |
AVAII WEALTH MANAGEMENT, LLC | 2 | 2 | 1.88% | 1.99% | 2.10% | Q1 2024 | Q2 2024 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.21% | 0.21% | 0.22% | Q2 2013 | Q3 2013 | 2 |
ETFIDEA, LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q1 2022 | 2 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Julex Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 2 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.67% | 0.74% | 0.82% | Q2 2014 | Q1 2022 | 2 |
Legacy Private Trust Co. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
MILESTONE ASSET MANAGEMENT, LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q1 2024 | Q2 2024 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q1 2024 | Q2 2024 | 2 |
Wind River Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2012 | Q1 2013 | 2 |
PACIFIC FINANCIAL GROUP INC | 2 | 2 | 0.30% | 0.30% | 0.30% | Q1 2019 | Q2 2019 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2018 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 2 |
Accuvest Global Advisors | 1 | 1 | 0.29% | 0.36% | 0.42% | Q3 2014 | Q2 2021 | 2 |
&PARTNERS | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2024 | Q2 2024 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.09% | 0.10% | 0.10% | Q3 2018 | Q4 2020 | 2 |
OAK FAMILY ADVISORS, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2023 | Q1 2024 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q2 2014 | 2 |
IMA Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BARTLETT & CO. WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CMT Asset Management Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2012 | Q4 2012 | 1 |
Smartleaf Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Cypress Capital Group | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q2 2013 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q4 2009 | Q4 2009 | 1 |
Atika Capital Management LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2018 | Q2 2018 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2014 | Q1 2014 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 2.08% | 2.08% | 2.08% | Q2 2013 | Q2 2013 | 1 |
Sage Capital Advisors,llc | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2018 | Q1 2018 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2020 | Q4 2020 | 1 |
OLD DOMINION CAPITAL MANAGEMENT INC | 1 | 1 | 2.62% | 2.62% | 2.62% | Q2 2013 | Q2 2013 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Colonial Trust Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Smart Portfolios, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2013 | Q3 2013 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
STRATEGIC CAPITAL ADVISERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2018 | Q4 2018 | 1 |
EHRLICH FINANCIAL GROUP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2024 | Q2 2024 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
NWAM LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2023 | Q4 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2018 | Q1 2018 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2022 | Q1 2022 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2018 | Q1 2018 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2020 | Q2 2020 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2016 | Q2 2016 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
NatWest Group plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2014 | Q2 2014 | 1 |
Whalen Wealth Management Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2024 | Q1 2024 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
Strait & Sound Wealth Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2024 | Q2 2024 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
D. SCOTT NEAL, INC. | 1 | 1 | 4.95% | 4.95% | 4.95% | Q1 2014 | Q1 2014 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Sierra Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 2.20% | 2.20% | 2.20% | Q2 2021 | Q2 2021 | 1 |
Stanford Investment Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2018 | Q1 2018 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Thomasville National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q1 2023 | Q1 2023 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Friedenthal Financial | 1 | 1 | 3.53% | 3.53% | 3.53% | Q1 2020 | Q1 2020 | 1 |
Concurrent Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
GAMMA Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Hirtle Callaghan & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2019 | Q1 2019 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Pathstone Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
MARIETTA INVESTMENT PARTNERS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Simply Money Advisors | 1 | 1 | 2.61% | 2.61% | 2.61% | Q3 2014 | Q3 2014 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2016 | Q4 2016 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2016 | Q4 2016 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2024 | Q2 2024 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Baymount Management LP | 1 | 1 | 15.01% | 15.01% | 15.01% | Q4 2020 | Q4 2020 | 1 |
HHG & Company, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q4 2023 | Q4 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Legacy Capital Partners, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2013 | Q2 2013 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CPWM, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2011 | Q4 2011 | 1 |
RFG HOLDINGS, INC. | 1 | 1 | 1.67% | 1.67% | 1.67% | Q1 2022 | Q1 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2022 | Q1 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2018 | Q1 2018 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
ICONIQ Capital, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2013 | Q1 2013 | 1 |
Olympiad Research LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
FOREFRONT WEALTH MANAGEMENT INC. | 1 | 1 | 1.47% | 1.47% | 1.47% | Q3 2023 | Q3 2023 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 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 |
Visionary Asset Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2014 | Q3 2014 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VICUS CAPITAL | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2014 | Q3 2014 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2014 | Q2 2014 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CacheTech Inc. | 1 | 1 | 2.14% | 2.14% | 2.14% | Q2 2024 | Q2 2024 | 1 |
MARTIN CURRIE LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Willow Street Advisors LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q2 2013 | Q2 2013 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Context Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q2 2024 | Q2 2024 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.