Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 118 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.06% | 0.69% | Q4 2015 | Q3 2023 | 84 |
Citadel Advisors | 30 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 80 |
JANE STREET GROUP, LLC | 36 | 1 | 0.00% | 0.02% | 0.12% | Q2 2014 | Q3 2023 | 77 |
Parallax Volatility Advisers, L.P. | 20 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 66 |
WOLVERINE TRADING, LLC | 8 | 3 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 63 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.06% | Q1 2012 | Q3 2023 | 60 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.09% | Q4 2014 | Q3 2023 | 56 |
CREDIT SUISSE AG/ | 22 | 6 | 0.00% | 0.01% | 0.05% | Q1 2013 | Q3 2023 | 56 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 55 |
BNP PARIBAS FINANCIAL MARKETS | 37 | 4 | 0.00% | 0.10% | 0.51% | Q2 2013 | Q3 2023 | 47 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 46 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 43 |
CITIGROUP INC | 37 | 2 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
TOTH FINANCIAL ADVISORY CORP | 42 | 42 | 0.35% | 0.97% | 1.49% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.03% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.05% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
HSBC HOLDINGS PLC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 41 |
Oakworth Capital, Inc. | 40 | 40 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 40 | 40 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 40 |
Creative Planning | 22 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 40 |
SG Americas Securities, LLC | 18 | 2 | 0.00% | 0.03% | 0.25% | Q2 2013 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.63% | 0.94% | 1.44% | Q2 2013 | Q3 2022 | 38 |
JPMORGAN CHASE & CO | 34 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 38 |
JUNCTURE WEALTH STRATEGIES, LLC | 37 | 37 | 0.23% | 0.73% | 1.38% | Q4 2014 | Q4 2023 | 37 |
Klingman & Associates, LLC | 36 | 36 | 0.13% | 0.17% | 0.20% | Q4 2014 | Q3 2023 | 36 |
Twin Tree Management, LP | 18 | 18 | 0.00% | 0.14% | 1.09% | Q2 2019 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 12 | 1 | 0.00% | 0.14% | 0.73% | Q2 2013 | Q3 2023 | 35 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 7 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 35 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 35 | 35 | 0.09% | 0.12% | 0.17% | Q1 2015 | Q3 2023 | 35 |
AMERIPRISE FINANCIAL INC | 28 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
COOKSON PEIRCE & CO INC | 29 | 5 | 0.01% | 0.09% | 0.37% | Q2 2014 | Q3 2023 | 34 |
TWO SIGMA SECURITIES, LLC | 13 | 1 | 0.00% | 0.11% | 1.43% | Q3 2015 | Q1 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 29 | 4 | 0.01% | 0.05% | 0.32% | Q2 2014 | Q3 2023 | 33 |
RAYMOND JAMES & ASSOCIATES | 28 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
SPC Financial, Inc. | 17 | 8 | 0.03% | 1.99% | 3.79% | Q2 2014 | Q3 2023 | 33 |
BANK OF MONTREAL /CAN/ | 25 | 2 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 32 |
Brinker Capital Investments, LLC | 21 | 11 | 0.11% | 0.21% | 0.35% | Q2 2013 | Q2 2021 | 32 |
Walleye Trading LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.03% | 0.27% | Q1 2016 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 31 |
BARCLAYS PLC | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2023 | 31 |
US BANCORP \DE\ | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
First Financial Bank - Trust Division | 30 | 30 | 0.19% | 0.36% | 0.78% | Q3 2016 | Q4 2023 | 30 |
Advisory Services Network, LLC | 27 | 3 | 0.00% | 0.19% | 0.56% | Q1 2016 | Q3 2023 | 30 |
ASSETMARK, INC | 30 | 30 | 0.00% | 0.74% | 1.74% | Q2 2016 | Q3 2023 | 30 |
Cetera Advisor Networks LLC | 28 | 2 | 0.01% | 0.10% | 0.44% | Q2 2014 | Q3 2023 | 30 |
Transamerica Financial Advisors, Inc. | 12 | 1 | 0.00% | 0.08% | 0.40% | Q2 2013 | Q3 2023 | 30 |
STEPHENS INC /AR/ | 17 | 4 | 0.00% | 0.03% | 0.14% | Q3 2014 | Q3 2023 | 29 |
BAROMETER CAPITAL MANAGEMENT INC. | 18 | 1 | 0.04% | 0.27% | 0.75% | Q1 2014 | Q3 2023 | 29 |
MARSHALL WACE, LLP | 11 | 11 | 0.00% | 0.03% | 0.14% | Q1 2021 | Q3 2023 | 29 |
CIBC WORLD MARKET INC. | 23 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 29 |
FMR LLC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Harel Insurance Investments & Financial Services Ltd. | 27 | 1 | 0.00% | 0.37% | 2.22% | Q2 2016 | Q3 2023 | 28 |
Gerber Kawasaki Wealth & Investment Management | 16 | 12 | 0.02% | 0.45% | 0.97% | Q3 2016 | Q3 2023 | 28 |
STIFEL FINANCIAL CORP | 28 | 28 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Allworth Financial LP | 28 | 28 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Cetera Investment Advisers | 27 | 27 | 0.03% | 0.12% | 0.26% | Q1 2017 | Q3 2023 | 27 |
Cambridge Investment Research Advisors, Inc. | 27 | 27 | 0.00% | 0.05% | 0.14% | Q1 2017 | Q3 2023 | 27 |
DEUTSCHE BANK AG\ | 10 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.08% | 0.16% | Q2 2017 | Q3 2023 | 26 |
MONETARY MANAGEMENT GROUP INC | 26 | 26 | 0.03% | 0.08% | 0.21% | Q2 2017 | Q3 2023 | 26 |
Advisors Preferred, LLC | 7 | 1 | 0.01% | 3.73% | 8.85% | Q4 2013 | Q4 2022 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
Sigma Planning Corp | 14 | 1 | 0.02% | 0.15% | 0.31% | Q4 2016 | Q3 2023 | 25 |
EP Wealth Advisors, LLC | 21 | 4 | 0.02% | 0.09% | 0.54% | Q2 2017 | Q3 2023 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 4 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 25 |
Pinnacle Advisory Group, Inc. | 9 | 1 | 0.01% | 1.43% | 4.29% | Q2 2013 | Q1 2021 | 25 |
Anchor Investment Management, LLC | 25 | 25 | 0.00% | 0.10% | 0.34% | Q4 2017 | Q4 2023 | 25 |
Beaumont Financial Partners, LLC | 11 | 1 | 0.02% | 0.28% | 0.81% | Q3 2013 | Q3 2022 | 24 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 1 | 0.00% | 0.05% | 0.24% | Q2 2017 | Q3 2023 | 24 |
Aveo Capital Partners, LLC | 11 | 1 | 0.04% | 0.64% | 1.49% | Q4 2016 | Q3 2023 | 24 |
Milestone Advisory Partners | 24 | 24 | 0.54% | 1.00% | 2.30% | Q4 2017 | Q3 2023 | 24 |
Clal Insurance Enterprises Holdings Ltd | 17 | 7 | 0.02% | 1.10% | 4.34% | Q4 2014 | Q2 2022 | 24 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.08% | Q4 2017 | Q3 2023 | 24 |
HighTower Advisors, LLC | 23 | 23 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 24 |
Kovack Advisors, Inc. | 24 | 24 | 0.06% | 0.23% | 0.54% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
CenterStar Asset Management, LLC | 8 | 3 | 0.00% | 0.09% | 0.35% | Q1 2018 | Q4 2020 | 24 |
Stratos Wealth Partners, LTD. | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Private Advisor Group, LLC | 18 | 1 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q3 2023 | 24 |
SCOTIA CAPITAL INC. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Sunbelt Securities, Inc. | 19 | 5 | 0.02% | 0.21% | 0.31% | Q3 2017 | Q3 2023 | 24 |
Well Done, LLC | 10 | 3 | 0.15% | 0.38% | 0.97% | Q4 2016 | Q3 2023 | 23 |
Portfolio Strategies, Inc. | 20 | 3 | 1.30% | 4.38% | 7.61% | Q4 2017 | Q3 2023 | 23 |
Madrona Financial Services, LLC | 23 | 23 | 0.36% | 1.38% | 1.91% | Q1 2018 | Q3 2023 | 23 |
Clark Capital Management Group, Inc. | 9 | 1 | 0.02% | 0.25% | 0.99% | Q2 2013 | Q2 2023 | 23 |
First Horizon Advisors, Inc. | 22 | 22 | 0.02% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Front Row Advisors LLC | 22 | 22 | 0.00% | 0.05% | 0.13% | Q2 2018 | Q3 2023 | 22 |
HUNTINGTON NATIONAL BANK | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 22 |
MARTIN & CO INC /TN/ | 22 | 22 | 0.78% | 1.14% | 1.64% | Q2 2018 | Q3 2023 | 22 |
Migdal Insurance & Financial Holdings Ltd. | 18 | 4 | 0.00% | 0.05% | 0.16% | Q1 2018 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 5 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 18 | 4 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 22 |
Laurel Wealth Advisors, Inc. | 21 | 21 | 0.07% | 0.43% | 1.55% | Q4 2017 | Q4 2022 | 21 |
Timber Hill LLC | 18 | 1 | 0.00% | 6.37% | 26.37% | Q3 2013 | Q1 2020 | 21 |
Intellectus Partners, LLC | 8 | 1 | 0.08% | 0.25% | 0.42% | Q4 2016 | Q3 2023 | 21 |
Koshinski Asset Management, Inc. | 16 | 5 | 0.06% | 0.13% | 0.20% | Q1 2018 | Q3 2023 | 21 |
NEXT Financial Group, Inc | 13 | 2 | 0.00% | 0.14% | 0.57% | Q2 2014 | Q4 2021 | 21 |
DAVENPORT & Co LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.17% | Q3 2018 | Q3 2023 | 21 |
VESTOR CAPITAL, LLC | 13 | 1 | 0.01% | 1.63% | 2.77% | Q1 2017 | Q3 2023 | 21 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.02% | 0.13% | Q4 2017 | Q3 2023 | 21 |
AlphaMark Advisors, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2022 | 21 |
Fisher Asset Management, LLC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.62% | 3.93% | 7.78% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Legend Financial Advisors, Inc. | 20 | 20 | 6.50% | 9.73% | 13.41% | Q4 2018 | Q3 2023 | 20 |
Sargent Investment Group, LLC | 20 | 20 | 0.17% | 0.20% | 0.23% | Q4 2018 | Q3 2023 | 20 |
NewEdge Advisors, LLC | 19 | 1 | 0.01% | 0.07% | 0.17% | Q3 2018 | Q3 2023 | 20 |
Wealthcare Advisory Partners LLC | 11 | 9 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
FLAGSHIP HARBOR ADVISORS, LLC | 20 | 20 | 0.00% | 0.07% | 0.14% | Q2 2018 | Q1 2023 | 20 |
MinichMacGregor Wealth Management, LLC | 8 | 2 | 0.04% | 2.25% | 4.36% | Q4 2016 | Q3 2023 | 20 |
LOWE BROCKENBROUGH & CO INC | 19 | 19 | 0.18% | 0.27% | 0.36% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Baird Financial Group, Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 19 |
AllSquare Wealth Management LLC | 19 | 19 | 0.02% | 0.10% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Traynor Capital Management, Inc. | 19 | 19 | 0.16% | 1.36% | 2.60% | Q1 2019 | Q3 2023 | 19 |
Capital Analysts, LLC | 19 | 19 | 0.00% | 0.01% | 0.11% | Q1 2019 | Q3 2023 | 19 |
Prime Capital Investment Advisors, LLC | 19 | 19 | 0.03% | 0.40% | 0.98% | Q1 2019 | Q3 2023 | 19 |
SUNTRUST BANKS INC | 13 | 6 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2019 | 19 |
Csenge Advisory Group | 7 | 1 | 0.03% | 0.16% | 0.39% | Q3 2017 | Q3 2023 | 19 |
SYNOVUS FINANCIAL CORP | 10 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 19 |
Belpointe Asset Management LLC | 16 | 1 | 0.01% | 0.04% | 0.13% | Q3 2017 | Q3 2023 | 19 |
Mirae Asset Global Investments Co., Ltd. | 14 | 4 | 0.00% | 0.05% | 0.15% | Q1 2019 | Q3 2023 | 18 |
Freedom Investment Management, Inc. | 7 | 1 | 0.01% | 0.28% | 0.80% | Q3 2016 | Q3 2023 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2017 | 18 |
Hudock, Inc. | 16 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 18 |
Concentrum Wealth Management | 18 | 18 | 0.52% | 1.81% | 3.77% | Q2 2019 | Q3 2023 | 18 |
CENTAURUS FINANCIAL, INC. | 14 | 2 | 0.01% | 0.08% | 0.35% | Q1 2018 | Q3 2023 | 18 |
Robinson Value Management, Ltd. | 8 | 1 | 0.28% | 0.44% | 0.76% | Q4 2016 | Q3 2023 | 18 |
Beacon Pointe Advisors, LLC | 18 | 18 | 0.03% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Voya Financial Advisors, Inc. | 18 | 18 | 0.02% | 0.32% | 0.68% | Q4 2016 | Q1 2021 | 18 |
EATON VANCE MANAGEMENT | 15 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 18 |
Kistler-Tiffany Companies, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 18 |
NATIXIS | 14 | 4 | 0.06% | 0.18% | 0.31% | Q3 2016 | Q2 2021 | 18 |
Financial Gravity Asset Management, Inc. | 12 | 5 | 0.00% | 0.48% | 1.84% | Q1 2019 | Q3 2023 | 17 |
Qube Research & Technologies Ltd | 14 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 17 |
BANK HAPOALIM BM | 17 | 17 | 0.11% | 1.02% | 2.26% | Q3 2019 | Q3 2023 | 17 |
Carroll Financial Associates, Inc. | 17 | 17 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q4 2021 | 17 |
Princeton Global Asset Management LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Jaffetilchin Investment Partners, LLC | 11 | 1 | 0.07% | 0.20% | 0.31% | Q2 2016 | Q3 2023 | 17 |
PFG Advisors | 12 | 5 | 0.08% | 0.16% | 0.20% | Q1 2019 | Q3 2023 | 17 |
PRINCETON CAPITAL MANAGEMENT LLC | 8 | 2 | 0.05% | 0.08% | 0.12% | Q1 2018 | Q2 2023 | 17 |
BlackRock Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 17 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.05% | 0.28% | 0.56% | Q4 2019 | Q3 2023 | 16 |
Gladstone Institutional Advisory LLC | 13 | 3 | 0.02% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
First Allied Advisory Services, Inc. | 7 | 2 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q3 2020 | 16 |
HRT FINANCIAL LP | 8 | 1 | 0.03% | 0.21% | 0.79% | Q1 2017 | Q3 2023 | 16 |
MEITAV INVESTMENT HOUSE LTD | 14 | 2 | 0.01% | 0.07% | 0.29% | Q3 2019 | Q3 2023 | 16 |
WASHBURN CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.27% | 0.59% | 0.88% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
360 Financial, Inc. | 16 | 16 | 3.72% | 4.98% | 7.26% | Q4 2019 | Q3 2023 | 16 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 13 | 1 | 0.00% | 0.04% | 0.25% | Q3 2016 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.60% | 1.07% | 1.83% | Q4 2019 | Q3 2023 | 16 |
SVB WEALTH LLC | 16 | 16 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Sandy Spring Bank | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Delta Investment Management, LLC | 14 | 1 | 0.08% | 0.10% | 0.13% | Q4 2019 | Q3 2023 | 15 |
FIFTH THIRD BANCORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
BREWIN DOLPHIN LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 15 |
WALL STREET ASSOCIATES | 15 | 15 | 0.03% | 0.11% | 0.44% | Q2 2013 | Q4 2016 | 15 |
Covington Capital Management | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 15 |
Integrated Wealth Concepts LLC | 14 | 1 | 0.02% | 0.10% | 0.37% | Q4 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
CMH Wealth Management LLC | 15 | 15 | 1.79% | 2.08% | 2.56% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.04% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Seven Springs Wealth Group, LLC | 15 | 15 | 0.18% | 0.34% | 0.45% | Q4 2019 | Q2 2023 | 15 |
Karp Capital Management Corp | 15 | 15 | 0.37% | 1.68% | 2.59% | Q1 2019 | Q3 2022 | 15 |
BANQUE PICTET & CIE SA | 13 | 2 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 15 |
Virtu Financial LLC | 6 | 1 | 0.01% | 0.62% | 2.03% | Q4 2013 | Q2 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Arkadios Wealth Advisors | 14 | 1 | 0.00% | 0.07% | 0.24% | Q4 2019 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.05% | 0.15% | Q4 2019 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.03% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Nikulski Financial, Inc. | 15 | 15 | 0.24% | 0.43% | 0.61% | Q1 2020 | Q3 2023 | 15 |
Beacon Financial Advisory LLC | 14 | 1 | 0.18% | 0.28% | 0.37% | Q4 2019 | Q3 2023 | 15 |
Cavalier Investments, LLC | 9 | 6 | 0.72% | 1.64% | 3.79% | Q3 2016 | Q1 2021 | 15 |
Ironwood Financial, llc | 15 | 15 | 0.00% | 0.24% | 0.56% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.06% | Q2 2016 | Q4 2019 | 15 |
PEAK6 Investments LLC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2022 | Q3 2023 | 14 |
BLAIR WILLIAM & CO/IL | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q1 2021 | 14 |
Northeast Financial Consultants Inc | 14 | 14 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
HM PAYSON & CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
IHT Wealth Management, LLC | 13 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 14 |
Accredited Investors Inc. | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Joseph P. Lucia & Associates, LLC | 14 | 14 | 0.05% | 0.28% | 0.37% | Q2 2020 | Q3 2023 | 14 |
Teamwork Financial Advisors, LLC | 14 | 14 | 0.11% | 0.27% | 0.37% | Q2 2020 | Q3 2023 | 14 |
CX Institutional | 11 | 1 | 0.00% | 0.20% | 0.33% | Q3 2018 | Q3 2022 | 14 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 4 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2021 | 14 |
AFFINITY WEALTH MANAGEMENT LLC | 13 | 1 | 3.60% | 4.30% | 5.37% | Q4 2019 | Q3 2023 | 14 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Essex Financial Services, Inc. | 12 | 1 | 0.05% | 0.20% | 0.77% | Q2 2017 | Q3 2023 | 14 |
DONALDSON CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.22% | 0.33% | 0.44% | Q3 2020 | Q3 2023 | 13 |
Concert Wealth Management Inc. | 6 | 2 | 0.03% | 0.06% | 0.37% | Q4 2013 | Q2 2017 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Private Capital Group, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 13 |
Atria Investments, Inc | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 13 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 13 | 13 | 0.03% | 0.11% | 0.28% | Q3 2020 | Q3 2023 | 13 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.03% | 0.05% | Q1 2013 | Q3 2023 | 13 |
OPTIMUM INVESTMENT ADVISORS | 12 | 1 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q4 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.04% | 0.22% | 0.44% | Q3 2020 | Q3 2023 | 13 |
Lee Financial Co | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
GREENWOOD GEARHART INC | 13 | 13 | 1.33% | 2.22% | 2.86% | Q3 2020 | Q3 2023 | 13 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 1.04% | 1.77% | 2.47% | Q3 2020 | Q3 2023 | 13 |
CreativeOne Wealth, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.07% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Bristlecone Advisors, LLC | 13 | 13 | 0.03% | 0.10% | 0.29% | Q3 2020 | Q3 2023 | 13 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 13 | 13 | 0.02% | 0.55% | 2.06% | Q3 2020 | Q3 2023 | 13 |
Aptus Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Continuum Advisory, LLC | 12 | 12 | 0.09% | 0.13% | 0.18% | Q4 2020 | Q3 2023 | 12 |
WADE G W & INC | 12 | 12 | 0.01% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Regal Investment Advisors LLC | 10 | 1 | 0.02% | 0.09% | 0.40% | Q2 2020 | Q3 2023 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q1 2022 | 12 |
Executive Wealth Management, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
BECK CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.30% | 1.41% | 2.01% | Q1 2019 | Q1 2022 | 12 |
BARINGS LLC | 10 | 2 | 0.01% | 0.37% | 1.66% | Q3 2018 | Q2 2022 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 4 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 12 |
Cetera Advisors LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 12 |
Icon Wealth Partners, LLC | 9 | 3 | 0.02% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 12 |
Perigon Wealth Management, LLC | 9 | 3 | 0.01% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.23% | 1.74% | 4.49% | Q4 2020 | Q3 2023 | 12 |
Meridian Wealth Management, LLC | 12 | 12 | 0.05% | 0.09% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 12 |
WealthOne, LLC | 7 | 2 | 0.08% | 0.20% | 0.31% | Q2 2019 | Q2 2023 | 12 |
RB Capital Management, LLC | 12 | 12 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
RDA Financial Network | 12 | 12 | 0.12% | 0.18% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 | 12 | 0.13% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Strategic Blueprint, LLC | 10 | 10 | 0.01% | 0.46% | 0.97% | Q2 2021 | Q3 2023 | 12 |
Robertson Stephens Wealth Management, LLC | 8 | 4 | 0.05% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 12 |
MORGAN JESS S & CO INC | 12 | 12 | 2.67% | 3.24% | 3.58% | Q4 2019 | Q3 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
LINCOLN NATIONAL CORP | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Genesee Capital Advisors, LLC | 7 | 1 | 0.31% | 0.65% | 0.90% | Q4 2018 | Q3 2023 | 12 |
Personal Capital Advisors Corp | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 12 |
Avitas Wealth Management LLC | 12 | 12 | 0.08% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Bay Harbor Wealth Management, LLC | 12 | 12 | 0.10% | 0.13% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 0.51% | 2.78% | 4.55% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.22% | 1.03% | 1.92% | Q4 2020 | Q3 2023 | 12 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Ionic Capital Management LLC | 6 | 2 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q1 2017 | 11 |
Compagnie Lombard Odier SCmA | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ProVise Management Group, LLC | 7 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
PSI Advisors, LLC | 11 | 11 | 0.20% | 0.26% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Realta Investment Advisors | 11 | 11 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 11 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 11 | 11 | 0.15% | 0.19% | 0.22% | Q2 2020 | Q4 2022 | 11 |
Willingdon Wealth Management | 11 | 11 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q1 2020 | 11 |
COMERICA BANK | 10 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
Hilltop Holdings Inc. | 8 | 3 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 11 |
Lindbrook Capital, LLC | 11 | 11 | 0.04% | 0.24% | 0.62% | Q1 2021 | Q3 2023 | 11 |
INSIGHT 2811, INC. | 11 | 11 | 0.14% | 0.29% | 0.53% | Q4 2020 | Q2 2023 | 11 |
QUATTRO FINANCIAL ADVISORS LLC | 11 | 11 | 0.23% | 0.80% | 1.55% | Q1 2021 | Q3 2023 | 11 |
Rice Partnership, LLC | 9 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 11 |
Eagle Capital Management, LLC | 8 | 3 | 1.24% | 3.70% | 5.67% | Q1 2014 | Q3 2018 | 11 |
Founders Financial Alliance, LLC | 11 | 11 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
COLDSTREAM CAPITAL MANAGEMENT INC | 8 | 3 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 11 |
HHM Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Banco Santander, S.A. | 10 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Virtue Capital Management, LLC | 11 | 11 | 0.18% | 0.45% | 0.72% | Q1 2021 | Q3 2023 | 11 |
TUDOR INVESTMENT CORP ET AL | 8 | 1 | 0.02% | 0.42% | 1.24% | Q4 2017 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.18% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Stelac Advisory Services LLC | 11 | 11 | 0.08% | 0.24% | 0.45% | Q1 2021 | Q3 2023 | 11 |
MUFG Americas Holdings Corp | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2011 | Q3 2022 | 11 |
Bank of New York Mellon Corp | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
Lehman & Derafelo Financial Resources LLC | 9 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 11 |
NORTHERN TRUST CORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 10 |
JOHNSON INVESTMENT COUNSEL INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
MONTAG A & ASSOCIATES INC | 7 | 3 | 0.00% | 0.12% | 0.55% | Q4 2020 | Q3 2023 | 10 |
CITY HOLDING CO | 10 | 10 | 0.05% | 0.26% | 0.34% | Q2 2021 | Q3 2023 | 10 |
Altshuler Shaham Ltd | 10 | 10 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q3 2022 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.02% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Wagner Wealth Management, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.02% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 10 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 10 | 10 | 0.08% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Moloney Securities Asset Management, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2023 | 10 |
1834 INVESTMENT ADVISORS CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 10 |
Brookstone Capital Management | 6 | 4 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 10 |
Analyst IMS Investment Management Services Ltd. | 10 | 10 | 0.21% | 0.45% | 0.61% | Q3 2020 | Q4 2022 | 10 |
Psagot Value Holdings Ltd. | 5 | 2 | 0.01% | 0.09% | 0.51% | Q4 2017 | Q3 2021 | 10 |
Bedel Financial Consulting, Inc. | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2020 | 10 |
Independence Bank of Kentucky | 10 | 10 | 0.07% | 0.16% | 0.25% | Q2 2021 | Q3 2023 | 10 |
NOMURA HOLDINGS INC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q4 2022 | 10 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.05% | 0.21% | Q3 2014 | Q3 2022 | 10 |
RETIREMENT CAPITAL STRATEGIES | 9 | 1 | 0.34% | 0.87% | 2.24% | Q2 2020 | Q2 2023 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
B. Riley Wealth Advisors, Inc. | 8 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q1 2023 | 10 |
FULTON BANK, N.A. | 10 | 10 | 0.11% | 0.22% | 0.34% | Q3 2021 | Q4 2023 | 10 |
Carnegie Capital Asset Management, LLC | 6 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Keel Point, LLC | 6 | 4 | 0.02% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 10 |
BROWN ADVISORY INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
Ancora Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 9 |
DUNCKER STREETT & CO INC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 9 |
Ausdal Financial Partners, Inc. | 9 | 9 | 0.16% | 0.20% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Phocas Financial Corp. | 9 | 9 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 9 |
Gemmer Asset Management LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
HOWE & RUSLING INC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 9 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.60% | 0.74% | 0.91% | Q4 2019 | Q1 2022 | 9 |
Mutual Advisors, LLC | 6 | 3 | 0.01% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 9 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q1 2022 | 9 |
Financial Management Professionals, Inc. | 7 | 2 | 0.13% | 1.50% | 2.33% | Q3 2016 | Q3 2023 | 9 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.06% | 0.34% | Q3 2020 | Q3 2023 | 9 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.04% | 0.10% | Q3 2019 | Q2 2023 | 9 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
X-Square Capital, LLC | 8 | 1 | 0.18% | 0.25% | 0.46% | Q4 2020 | Q1 2023 | 9 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2017 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Gradient Investments LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.04% | 0.11% | Q3 2016 | Q2 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.11% | 0.29% | Q3 2021 | Q3 2023 | 9 |
BANK OF NOVA SCOTIA | 9 | 9 | 0.00% | 0.02% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Private Wealth Advisors, LLC | 9 | 9 | 0.11% | 0.39% | 0.78% | Q3 2021 | Q3 2023 | 9 |
EQUITABLE TRUST CO | 8 | 1 | 0.03% | 0.06% | 0.26% | Q4 2018 | Q3 2023 | 9 |
Armor Investment Advisors, LLC | 9 | 9 | 0.94% | 1.30% | 1.72% | Q3 2021 | Q3 2023 | 9 |
GLENMEDE TRUST CO NA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.16% | 0.30% | 0.51% | Q3 2021 | Q3 2023 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q4 2022 | 9 |
Advanced Asset Management Advisors Inc | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
Faithward Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Fulcrum Equity Management | 8 | 1 | 0.10% | 1.26% | 2.26% | Q2 2020 | Q2 2023 | 9 |
StoneX Group Inc. | 5 | 4 | 0.04% | 0.13% | 0.21% | Q1 2018 | Q3 2021 | 9 |
USCA RIA LLC | 9 | 9 | 0.06% | 0.16% | 0.21% | Q2 2019 | Q2 2021 | 9 |
Western Wealth Management, LLC | 8 | 1 | 0.03% | 0.08% | 0.46% | Q4 2019 | Q3 2023 | 9 |
BBVA USA Bancshares, Inc. | 8 | 8 | 0.36% | 0.39% | 0.42% | Q2 2013 | Q1 2015 | 8 |
SALEM INVESTMENT COUNSELORS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bison Wealth, LLC | 6 | 2 | 0.00% | 0.04% | 0.14% | Q1 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NOVARE CAPITAL MANAGEMENT LLC | 8 | 8 | 0.36% | 0.55% | 0.82% | Q4 2021 | Q3 2023 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.82% | 0.98% | 1.14% | Q4 2021 | Q4 2023 | 8 |
Capital Asset Advisory Services LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 7 | 1 | 0.00% | 0.14% | 0.20% | Q2 2020 | Q1 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.06% | 0.15% | Q3 2019 | Q1 2023 | 8 |
Centerpoint Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Northstar Advisory Group, LLC | 3 | 2 | 0.27% | 3.69% | 7.52% | Q4 2020 | Q3 2023 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 8 | 8 | 0.27% | 0.52% | 0.74% | Q4 2021 | Q3 2023 | 8 |
HERBST GROUP, LLC | 8 | 8 | 1.32% | 1.50% | 1.64% | Q4 2021 | Q3 2023 | 8 |
SPRENG CAPITAL MANAGEMENT, INC. | 8 | 8 | 0.18% | 0.24% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Allie Family Office LLC | 8 | 8 | 0.27% | 0.34% | 0.42% | Q4 2021 | Q3 2023 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.04% | 0.28% | 0.58% | Q4 2021 | Q3 2023 | 8 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q1 2021 | 8 |
Ascent Group, LLC | 8 | 8 | 0.09% | 0.26% | 0.47% | Q4 2021 | Q3 2023 | 8 |
WBH ADVISORY INC | 5 | 3 | 0.03% | 0.08% | 0.22% | Q3 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.26% | 0.32% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 8 | 8 | 1.01% | 1.67% | 2.30% | Q2 2020 | Q1 2022 | 8 |
Clear Perspective Advisors, LLC | 7 | 1 | 0.03% | 0.07% | 0.11% | Q4 2016 | Q2 2019 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SEI INVESTMENTS CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MIRABELLA FINANCIAL SERVICES LLP | 7 | 1 | 0.04% | 0.65% | 1.11% | Q1 2021 | Q1 2023 | 8 |
Principle Wealth Partners LLC | 4 | 1 | 0.00% | 0.10% | 0.26% | Q2 2020 | Q3 2023 | 8 |
Sanford Advisory Services, LLC | 8 | 8 | 0.17% | 0.25% | 0.35% | Q1 2021 | Q4 2022 | 8 |
Tradition Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Keystone Financial Group | 6 | 2 | 0.04% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 8 |
First PREMIER Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Private Portfolio Partners LLC | 8 | 8 | 0.10% | 0.15% | 0.17% | Q4 2020 | Q3 2022 | 8 |
HOLDERNESS INVESTMENTS CO | 5 | 3 | 0.08% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 8 |
PRUDENTIAL FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.05% | 0.15% | Q4 2021 | Q3 2023 | 8 |
MANCHESTER FINANCIAL INC | 4 | 4 | 0.02% | 0.63% | 1.60% | Q2 2020 | Q4 2022 | 8 |
Mount Yale Investment Advisors, LLC | 8 | 8 | 0.14% | 0.27% | 0.39% | Q4 2021 | Q3 2023 | 8 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 8 |
Truvestments Capital LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 5 | 3 | 0.09% | 0.18% | 0.39% | Q2 2020 | Q2 2022 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Weiss Asset Management LP | 2 | 2 | 0.00% | 0.92% | 3.39% | Q1 2019 | Q4 2022 | 8 |
SG3 Management, LLC | 4 | 1 | 0.01% | 0.09% | 0.40% | Q2 2020 | Q3 2021 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 8 | 8 | 0.00% | 0.06% | 0.16% | Q4 2021 | Q3 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.28% | 0.33% | 0.37% | Q4 2021 | Q3 2023 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 2.44% | 2.90% | 3.62% | Q4 2021 | Q3 2023 | 8 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
PICTET ASSET MANAGEMENT SA | 7 | 7 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q1 2023 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.14% | 0.19% | 0.23% | Q1 2022 | Q3 2023 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 7 |
VERUS CAPITAL PARTNERS, LLC | 7 | 7 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Ignite Planners, LLC | 7 | 7 | 0.15% | 0.29% | 0.43% | Q1 2022 | Q3 2023 | 7 |
Patriot Financial Group Insurance Agency, LLC | 5 | 2 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 7 |
Janney Capital Management LLC | 7 | 7 | 0.27% | 0.35% | 0.42% | Q2 2013 | Q4 2014 | 7 |
PICTET ASSET MANAGEMENT LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Activest Wealth Management | 5 | 1 | 0.00% | 0.11% | 0.17% | Q2 2021 | Q3 2023 | 7 |
Kingsview Wealth Management, LLC | 3 | 1 | 0.01% | 0.14% | 0.42% | Q1 2019 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Trexquant Investment LP | 5 | 1 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q2 2022 | 7 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.07% | 0.20% | Q4 2017 | Q1 2023 | 7 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 7 |
Baystate Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SouthState Corp | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
THEORY FINANCIAL LLC | 4 | 3 | 2.02% | 2.35% | 2.81% | Q4 2021 | Q3 2023 | 7 |
Independent Advisor Alliance | 7 | 7 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q2 2021 | 7 |
Allianz Asset Management GmbH | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2021 | 7 |
Summit X, LLC | 7 | 7 | 0.07% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Capital Advisory Group Advisory Services, LLC | 7 | 7 | 0.03% | 0.52% | 1.06% | Q1 2020 | Q3 2021 | 7 |
Apeiron RIA LLC | 5 | 2 | 0.22% | 0.39% | 0.47% | Q4 2021 | Q3 2023 | 7 |
MGO ONE SEVEN LLC | 5 | 1 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q4 2022 | 7 |
Asset Dedication, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.08% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
ALBION FINANCIAL GROUP /UT | 7 | 7 | 0.00% | 0.06% | 0.15% | Q1 2022 | Q3 2023 | 7 |
C2C Wealth Management, LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Main Management LLC | 7 | 7 | 0.02% | 0.08% | 0.15% | Q1 2022 | Q3 2023 | 7 |
PRUDENTIAL PLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.04% | 0.08% | 0.14% | Q1 2021 | Q4 2022 | 7 |
SIGNET FINANCIAL MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Bollard Group LLC | 7 | 7 | 0.00% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Stewardship Financial Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.03% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
SOUTHERN CAPITAL ADVISORS, LLC | 5 | 2 | 0.14% | 0.69% | 1.43% | Q4 2021 | Q3 2023 | 7 |
Certified Advisory Corp | 6 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q1 2021 | 7 |
Harvest Investment Services, LLC | 5 | 2 | 0.10% | 0.23% | 0.41% | Q4 2018 | Q3 2020 | 7 |
Beaumont Capital Management, LLC | 6 | 1 | 0.62% | 1.55% | 2.80% | Q4 2020 | Q3 2023 | 7 |
Heritage Wealth Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
IBEX WEALTH ADVISORS | 6 | 1 | 0.00% | 0.06% | 0.09% | Q4 2016 | Q4 2022 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.07% | 0.10% | 0.14% | Q3 2020 | Q1 2022 | 7 |
Financial Partners Group, Inc | 7 | 7 | 0.29% | 0.93% | 1.42% | Q1 2022 | Q3 2023 | 7 |
McAdam, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 7 |
Capital Investment Advisory Services, LLC | 7 | 7 | 0.00% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 7 | 7 | 0.09% | 0.91% | 1.76% | Q4 2021 | Q2 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q2 2022 | 7 |
MACKENZIE FINANCIAL CORP | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Apella Capital, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2023 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.05% | 0.09% | 0.15% | Q2 2021 | Q3 2022 | 6 |
Parallel Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Occidental Asset Management, LLC | 6 | 6 | 0.50% | 0.67% | 0.98% | Q4 2014 | Q1 2016 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.04% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 6 |
Keebeck Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 6 |
Man Group plc | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 6 |
Strategic Vision Investment Ltd | 3 | 1 | 1.68% | 8.62% | 28.60% | Q1 2019 | Q4 2022 | 6 |
CENTRAL TRUST Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 6 | 6 | 0.00% | 0.59% | 1.33% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Paradigm Financial Partners, LLC | 4 | 2 | 0.05% | 0.09% | 0.13% | Q2 2019 | Q1 2022 | 6 |
WHITTIER TRUST CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 6 |
Global Trust Asset Management, LLC | 6 | 6 | 0.01% | 0.07% | 0.26% | Q4 2020 | Q1 2022 | 6 |
Nan Shan Life Insurance Co., Ltd. | 3 | 3 | 0.02% | 0.16% | 0.30% | Q1 2015 | Q1 2018 | 6 |
FIRST TRUST ADVISORS LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Telos Capital Management, Inc. | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Parker Investment Management, LLC | 6 | 6 | 0.04% | 0.18% | 0.55% | Q4 2020 | Q1 2022 | 6 |
Column Capital Advisors, LLC | 4 | 2 | 0.09% | 0.12% | 0.17% | Q1 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Alexandria Capital, LLC | 6 | 6 | 0.29% | 0.45% | 0.52% | Q2 2020 | Q3 2021 | 6 |
ARGI Investment Services, LLC | 5 | 1 | 0.01% | 0.07% | 0.27% | Q1 2021 | Q3 2022 | 6 |
Ameritas Investment Company, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 6 |
GM Advisory Group, LLC | 4 | 2 | 0.72% | 2.52% | 7.23% | Q3 2014 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
NATIONAL PLANNING CORP | 5 | 1 | 0.00% | 0.04% | 0.06% | Q4 2014 | Q3 2017 | 6 |
HARBOR ADVISORY CORP /MA/ | 6 | 6 | 0.59% | 0.89% | 1.04% | Q2 2022 | Q3 2023 | 6 |
KCM INVESTMENT ADVISORS LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Clearstead Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 6 |
Wellington Shields & Co., LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Independent Wealth Network Inc. | 4 | 2 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 6 |
TimeScale Financial, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
BROWN BROTHERS HARRIMAN & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Riggs Asset Managment Co. Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Wellington Shields Capital Management, LLC | 6 | 6 | 0.05% | 0.36% | 0.58% | Q2 2022 | Q3 2023 | 6 |
TWO SIGMA ADVISERS, LP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 6 |
GREENUP STREET WEALTH MANAGEMENT LLC | 6 | 6 | 1.13% | 1.75% | 2.31% | Q2 2022 | Q3 2023 | 6 |
Schonfeld Strategic Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q1 2023 | 5 |
Merit Financial Group, LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 5 |
Hilton Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
FNY Investment Advisers, LLC | 2 | 1 | 0.03% | 0.40% | 0.94% | Q3 2018 | Q3 2023 | 5 |
FAS Wealth Partners, Inc. | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 5 |
Interchange Capital Partners, LLC | 3 | 1 | 0.12% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 5 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q1 2022 | 5 |
InterOcean Capital Group, LLC | 5 | 5 | 0.01% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Bremer Bank National Association | 5 | 5 | 0.61% | 0.71% | 0.88% | Q2 2022 | Q2 2023 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Choate Investment Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 5 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2021 | 5 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 5 | 5 | 0.02% | 0.15% | 0.23% | Q4 2021 | Q4 2022 | 5 |
HBW ADVISORY SERVICES LLC | 4 | 1 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q1 2022 | 5 |
ALERUS FINANCIAL NA | 3 | 2 | 0.02% | 0.30% | 0.75% | Q1 2021 | Q2 2022 | 5 |
MISSION WEALTH MANAGEMENT, LP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.01% | 0.02% | 0.07% | Q3 2021 | Q3 2022 | 5 |
TILIA FIDUCIARY PARTNERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Blue Chip Partners, LLC | 5 | 5 | 0.02% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Apollon Wealth Management, LLC | 3 | 2 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 5 |
MANAGED ACCOUNT ADVISORS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
JT Stratford LLC | 5 | 5 | 0.13% | 0.20% | 0.25% | Q2 2021 | Q2 2022 | 5 |
Beacon Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BlackRock Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q4 2019 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.24% | 0.29% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Focused Wealth Management, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Crescent Grove Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.03% | 0.14% | Q4 2019 | Q2 2022 | 5 |
Cresta Advisors, Ltd. | 5 | 5 | 1.24% | 2.29% | 2.97% | Q3 2022 | Q3 2023 | 5 |
TELEMUS CAPITAL, LLC | 4 | 1 | 0.04% | 0.06% | 0.16% | Q4 2018 | Q3 2023 | 5 |
North Star Investment Management Corp. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FIFTH THIRD SECURITIES, INC. | 5 | 5 | 0.15% | 2.66% | 12.13% | Q3 2021 | Q3 2022 | 5 |
Ameritas Advisory Services, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Demars Financial Group, LLC | 5 | 5 | 0.14% | 1.36% | 1.97% | Q3 2021 | Q3 2022 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Dynamic Advisor Solutions LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2021 | 5 |
JFS WEALTH ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
ANGELES WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
COMMERCE BANK | 4 | 1 | 0.00% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 5 |
Enterprise Trust & Investment Co | 5 | 5 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q2 2022 | 5 |
Cresset Asset Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
New England Professional Planning Group Inc. | 5 | 5 | 0.15% | 0.17% | 0.22% | Q2 2021 | Q2 2022 | 5 |
Fermata Advisors, LLC | 5 | 5 | 0.11% | 0.30% | 0.37% | Q3 2021 | Q3 2022 | 5 |
Pekin Hardy Strauss, Inc. | 5 | 5 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Sterling Investment Advisors, Ltd. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.60% | 1.09% | Q4 2020 | Q2 2022 | 5 |
AVAII WEALTH MANAGEMENT, LLC | 3 | 2 | 0.19% | 0.21% | 0.24% | Q4 2021 | Q3 2023 | 5 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 2 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 5 | 0.22% | 0.29% | 0.39% | Q2 2020 | Q2 2021 | 5 |
Adams Wealth Management | 5 | 5 | 0.12% | 1.21% | 1.71% | Q3 2022 | Q3 2023 | 5 |
Paragon Wealth Strategies, LLC | 4 | 1 | 0.01% | 2.24% | 4.19% | Q2 2021 | Q4 2023 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.03% | 0.12% | Q4 2019 | Q1 2023 | 5 |
Squarepoint Ops LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q2 2021 | 5 |
NWAM LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 5 |
Quantitative Investment Management, LLC | 3 | 1 | 0.02% | 0.59% | 1.25% | Q3 2018 | Q4 2022 | 5 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 5 |
Miracle Mile Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Sequoia Financial Advisors, LLC | 3 | 1 | 0.01% | 0.04% | 0.05% | Q4 2016 | Q1 2023 | 4 |
Nuveen Asset Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2017 | 4 |
O'Dell Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.25% | 0.32% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 4 |
Kiwi Wealth Investments Limited Partnership | 4 | 4 | 0.66% | 0.78% | 0.85% | Q3 2014 | Q2 2015 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
CloudAlpha Capital Management Limited/Hong Kong | 2 | 1 | 0.16% | 2.36% | 5.87% | Q4 2020 | Q3 2023 | 4 |
Lido Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 4 |
IFG Advisory, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 4 |
MFA WEALTH ADVISORS, LLC | 2 | 2 | 0.06% | 1.30% | 4.95% | Q1 2022 | Q2 2023 | 4 |
Cerity Partners LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Alpha Cubed Investments, LLC | 4 | 4 | 0.02% | 0.04% | 0.10% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Management, Inc. | 3 | 1 | 0.01% | 0.04% | 0.05% | Q2 2014 | Q1 2022 | 4 |
Pacific Center for Financial Services | 3 | 1 | 0.01% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
XR Securities LLC | 1 | 1 | 0.02% | 1.00% | 3.68% | Q4 2017 | Q4 2022 | 4 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q2 2022 | 4 |
BW Gestao de Investimentos Ltda. | 4 | 4 | 0.35% | 1.11% | 2.74% | Q1 2018 | Q4 2018 | 4 |
Firefly Value Partners, LP | 2 | 2 | 1.58% | 4.42% | 7.98% | Q2 2019 | Q2 2020 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
WELCH & FORBES LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Amundi | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Foster Victor Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Phoenix Holdings Ltd. | 3 | 1 | 0.00% | 0.03% | 0.11% | Q4 2021 | Q4 2022 | 4 |
Commonwealth Equity Services, Inc | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 4 |
Apexium Financial, LP | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ALTFEST L J & CO INC | 2 | 1 | 0.34% | 0.79% | 0.96% | Q4 2015 | Q1 2021 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BerganKDV Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Nachman Norwood & Parrott, Inc | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 0.92% | 1.01% | 1.10% | Q4 2022 | Q3 2023 | 4 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Cypress Capital Management LLC (WY) | 4 | 4 | 0.02% | 0.47% | 0.92% | Q4 2017 | Q3 2018 | 4 |
GPS Wealth Strategies Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Lighthouse Financial Advisors, Inc. | 4 | 4 | 0.17% | 0.31% | 0.47% | Q2 2020 | Q1 2021 | 4 |
Kathmere Capital Management, LLC | 4 | 4 | 0.06% | 0.14% | 0.24% | Q2 2022 | Q1 2023 | 4 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
CORRADO ADVISORS, LLC | 3 | 1 | 0.38% | 0.46% | 0.59% | Q3 2022 | Q3 2023 | 4 |
FUKOKU MUTUAL LIFE INSURANCE Co | 2 | 1 | 0.05% | 0.14% | 0.24% | Q2 2017 | Q2 2021 | 4 |
Ratio Wealth Group | 2 | 2 | 0.55% | 0.58% | 0.64% | Q3 2022 | Q3 2023 | 4 |
ALLSTATE CORP | 4 | 4 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q2 2023 | 4 |
VALLEY FINANCIAL MANAGEMENT, INC. | 4 | 4 | 1.51% | 3.18% | 5.20% | Q3 2022 | Q2 2023 | 4 |
Somerset Group LLC | 4 | 4 | 0.50% | 0.56% | 0.58% | Q4 2017 | Q3 2018 | 4 |
WealthBridge Capital Management, LLC | 2 | 1 | 0.01% | 0.10% | 0.20% | Q4 2018 | Q3 2023 | 4 |
Yarbrough Capital, LLC | 4 | 4 | 0.76% | 0.83% | 0.99% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.12% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Capstone Triton Financial Group, LLC | 4 | 4 | 0.17% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RWC Asset Management LLP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
CLEAR INVESTMENT RESEARCH, LLC | 4 | 4 | 0.00% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
B&D White Capital Company, LLC | 4 | 4 | 0.21% | 0.25% | 0.28% | Q2 2021 | Q1 2022 | 4 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 4 |
Edge Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Hoover Financial Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.03% | 0.08% | Q2 2023 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q1 2021 | Q4 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Essex LLC | 4 | 4 | 0.08% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
CHATHAM CAPITAL GROUP, INC. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
FORTE ASSET MANAGEMENT LLC | 4 | 4 | 0.81% | 0.90% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Hutchens & Kramer Investment Management Group, LLC | 3 | 1 | 0.15% | 0.56% | 0.98% | Q4 2021 | Q4 2022 | 4 |
Oxler Private Wealth LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.07% | 0.20% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Cardan Capital Partners, LLC | 3 | 1 | 0.06% | 0.10% | 0.12% | Q3 2016 | Q4 2017 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.14% | 0.18% | 0.22% | Q3 2014 | Q2 2015 | 4 |
Vigilare Wealth Management | 4 | 4 | 0.12% | 0.21% | 0.33% | Q2 2022 | Q1 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.24% | 0.32% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Howard Capital Management Inc. | 2 | 2 | 0.12% | 4.36% | 9.09% | Q3 2021 | Q3 2023 | 4 |
Albar Capital Ltd | 3 | 1 | 0.53% | 1.73% | 4.50% | Q2 2022 | Q2 2023 | 4 |
Chicago Wealth Management, Inc. | 3 | 1 | 4.01% | 5.10% | 6.02% | Q3 2021 | Q1 2023 | 4 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Emery Howard Portfolio Management, Inc. | 4 | 4 | 0.09% | 0.15% | 0.18% | Q1 2021 | Q4 2021 | 4 |
L & S Advisors Inc | 1 | 1 | 0.03% | 0.32% | 1.15% | Q4 2017 | Q2 2021 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
D. E. Shaw & Co., Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2022 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PEAPACK GLADSTONE FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Buttonwood Financial Advisors Inc. | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Shoker Investment Counsel, Inc. | 2 | 1 | 0.41% | 0.66% | 0.85% | Q4 2018 | Q1 2022 | 3 |
WEALTHSOURCE PARTNERS, LLC | 2 | 1 | 0.04% | 0.10% | 0.14% | Q4 2019 | Q2 2022 | 3 |
Bayesian Capital Management, LP | 1 | 1 | 0.12% | 0.27% | 0.37% | Q2 2019 | Q3 2021 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Maven Securities LTD | 1 | 1 | 0.02% | 0.65% | 1.92% | Q2 2019 | Q3 2023 | 3 |
Solstein Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Spectrum Management Group, LLC | 2 | 1 | 0.01% | 0.16% | 0.25% | Q1 2021 | Q1 2022 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Financial Connections Group, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 0.42% | 0.45% | 0.47% | Q1 2023 | Q3 2023 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q1 2022 | 3 |
Paragon Private Wealth Management, LLC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Annandale Capital, LLC | 3 | 3 | 1.12% | 1.32% | 1.45% | Q4 2022 | Q2 2023 | 3 |
Main Street Financial Solutions, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 3 |
Pflug Koory, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Rikoon Group, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q3 2020 | Q1 2021 | 3 |
First Heartland Consultants, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.40% | 0.40% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Main Street Research LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Syntal Capital Partners, LLC | 2 | 1 | 0.88% | 0.99% | 1.13% | Q1 2014 | Q3 2019 | 3 |
MATRIX PRIVATE CAPITAL GROUP LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
RPg Family Wealth Advisory, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q2 2018 | 3 |
Congress Wealth Management LLC / DE / | 3 | 3 | 0.01% | 0.53% | 1.04% | Q4 2021 | Q2 2022 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 3 |
McKinley Carter Wealth Services, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Jump Financial, LLC | 3 | 3 | 0.43% | 1.07% | 1.94% | Q1 2023 | Q3 2023 | 3 |
Delek Group, Ltd. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.90% | 1.24% | 1.59% | Q4 2021 | Q2 2023 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2021 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 4.97% | 6.29% | 7.64% | Q3 2020 | Q1 2021 | 3 |
HF Advisory Group, LLC | 3 | 3 | 0.18% | 0.19% | 0.22% | Q4 2022 | Q2 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.08% | 0.13% | 0.16% | Q4 2021 | Q2 2022 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q4 2020 | 3 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.39% | 1.81% | 2.56% | Q3 2014 | Q2 2020 | 3 |
IPG Investment Advisors LLC | 1 | 1 | 0.04% | 0.14% | 0.30% | Q2 2020 | Q4 2021 | 3 |
Savant Capital, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Canton Hathaway, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 3 |
WJ Wealth Management, LLC | 3 | 3 | 0.17% | 1.61% | 2.88% | Q3 2021 | Q1 2022 | 3 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 3 |
American Planning Services, Inc. | 3 | 3 | 0.45% | 4.01% | 5.99% | Q4 2021 | Q2 2022 | 3 |
Element Wealth, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 3 |
Avalon Trust Co | 3 | 3 | 2.27% | 2.33% | 2.38% | Q1 2023 | Q3 2023 | 3 |
New England Capital Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
KFG WEALTH MANAGEMENT, LLC | 3 | 3 | 0.14% | 1.69% | 4.77% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
BASSO CAPITAL MANAGEMENT, L.P. | 3 | 3 | 0.24% | 0.28% | 0.32% | Q1 2023 | Q3 2023 | 3 |
PACIFIC FINANCIAL GROUP INC | 3 | 3 | 0.00% | 1.00% | 2.07% | Q2 2014 | Q4 2014 | 3 |
Davis Investment Partners, LLC | 3 | 3 | 0.20% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Financial Architects, Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2020 | 3 |
ATLAS CAPITAL ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
CONDOR CAPITAL MANAGEMENT | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
REDW Wealth LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 3 | 3 | 0.03% | 0.16% | 0.36% | Q1 2023 | Q3 2023 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2022 | Q3 2022 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
SPX Gestao de Recursos Ltda | 3 | 3 | 0.47% | 0.86% | 1.44% | Q1 2013 | Q3 2013 | 3 |
WOODMONT INVESTMENT COUNSEL LLC | 3 | 3 | 0.58% | 0.59% | 0.61% | Q1 2023 | Q3 2023 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 3 | 3 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
COLONY GROUP LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 3 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q1 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OVERSEA-CHINESE BANKING Corp Ltd | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q4 2022 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Destination Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Cutter & CO Brokerage, Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
JNBA Financial Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Pensionmark Financial Group, LLC | 3 | 3 | 0.04% | 0.09% | 0.11% | Q3 2021 | Q1 2022 | 3 |
Caprock Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
CARDIFF PARK ADVISORS, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
American Institute for Advanced Investment Management, LLP | 3 | 3 | 0.21% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
FIL Ltd | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BOK Financial Private Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Friedenthal Financial | 1 | 1 | 3.68% | 3.98% | 4.39% | Q1 2020 | Q1 2021 | 3 |
ERn Financial, LLC | 3 | 3 | 0.34% | 0.89% | 1.44% | Q4 2021 | Q2 2022 | 3 |
Orion Portfolio Solutions, LLC | 2 | 1 | 0.00% | 0.20% | 0.36% | Q1 2020 | Q4 2021 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 1.71% | 2.39% | 2.82% | Q3 2014 | Q2 2019 | 3 |
RVW Wealth, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Almanack Investment Partners, LLC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Verition Fund Management LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Heirloom Wealth Management | 2 | 1 | 0.09% | 0.21% | 0.45% | Q4 2022 | Q3 2023 | 3 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.00% | 0.08% | 0.16% | Q4 2017 | Q3 2018 | 2 |
Asset Management Resources, LLC | 1 | 1 | 0.14% | 0.26% | 0.39% | Q4 2022 | Q2 2023 | 2 |
Winch Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
WEXFORD CAPITAL LP | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2017 | Q3 2017 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
ELLIOTT MANAGEMENT CORP | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2022 | Q2 2022 | 2 |
Center for Financial Planning, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q2 2018 | Q4 2018 | 2 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Ferguson Shapiro LLC | 2 | 2 | 1.12% | 1.43% | 1.73% | Q3 2020 | Q4 2020 | 2 |
Pentwater Capital Management LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 2 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Golden State Equity Partners | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
CGN Advisors LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q2 2021 | 2 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Tacita Capital Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Florin Court Capital LLP | 1 | 1 | 0.28% | 0.98% | 1.69% | Q1 2022 | Q2 2023 | 2 |
Steigerwald, Gordon & Koch Inc. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 2 |
Fernwood Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q2 2023 | 2 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Coco Enterprises, LLC | 2 | 2 | 0.18% | 0.20% | 0.23% | Q3 2021 | Q4 2021 | 2 |
APPLETON GROUP, LLC | 2 | 2 | 0.34% | 0.39% | 0.44% | Q1 2023 | Q2 2023 | 2 |
Oxinas Partners Wealth Management LLC | 2 | 2 | 0.29% | 0.30% | 0.30% | Q1 2023 | Q2 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.17% | 0.25% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Oasis Management Co Ltd. | 2 | 2 | 0.03% | 0.11% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Covestor Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FINANCIAL COUNSELORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Cornerstone Planning Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CITIZENS & NORTHERN CORP | 1 | 1 | 0.16% | 0.24% | 0.33% | Q4 2018 | Q2 2022 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
David J Yvars Group | 2 | 2 | 0.55% | 2.00% | 3.44% | Q2 2023 | Q3 2023 | 2 |
Fullerton Fund Management Co Ltd. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2020 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.14% | 0.27% | 0.39% | Q4 2021 | Q1 2022 | 2 |
WealthCare Investment Partners, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2019 | Q3 2019 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q1 2021 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Terra Nova Asset Management LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Candriam S.C.A. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q1 2015 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Julex Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.20% | 0.25% | 0.30% | Q1 2021 | Q2 2021 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 2 |
Capital CS Group, LLC | 1 | 1 | 0.62% | 0.98% | 1.35% | Q2 2021 | Q1 2023 | 2 |
Glenview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 2 |
BIRINYI ASSOCIATES INC | 2 | 2 | 0.15% | 0.28% | 0.40% | Q4 2017 | Q1 2018 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Soltis Investment Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Brookfield Asset Management | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 2 |
CONTINENTAL INVESTORS SERVICES, INC. | 2 | 2 | 0.26% | 0.50% | 0.75% | Q2 2023 | Q3 2023 | 2 |
TrinityPoint Wealth, LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q4 2018 | Q1 2019 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Flagship Private Wealth, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2021 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Risk Paradigm Group, LLC | 2 | 2 | 0.17% | 0.27% | 0.36% | Q4 2017 | Q1 2018 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 2 |
GMT CAPITAL CORP | 1 | 1 | 1.40% | 1.40% | 1.40% | Q3 2022 | Q3 2023 | 2 |
Gould Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Calamos Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 2 |
Sharkey, Howes & Javer | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Otter Creek Advisors, LLC | 1 | 1 | 3.72% | 3.89% | 4.06% | Q3 2020 | Q2 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 2 | 0.42% | 0.68% | 0.94% | Q2 2019 | Q3 2019 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Black Swift Group, LLC | 1 | 1 | 0.35% | 0.38% | 0.41% | Q2 2022 | Q4 2022 | 2 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 2 |
TCWP LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 2 |
ROMAN BUTLER FULLERTON & CO | 2 | 2 | 0.35% | 0.40% | 0.45% | Q2 2023 | Q3 2023 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Eidelman Virant Capital | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2022 | Q2 2022 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q2 2015 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 2.47% | 2.51% | 2.55% | Q4 2021 | Q1 2022 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Ciovacco Capital Management LLC | 2 | 2 | 1.85% | 2.05% | 2.25% | Q4 2020 | Q1 2021 | 2 |
CLEAR STREET MARKETS LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2016 | Q3 2016 | 2 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.97% | 2.37% | 2.78% | Q1 2020 | Q1 2023 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.05% | 0.08% | Q3 2021 | Q2 2023 | 2 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.69% | 1.17% | 1.65% | Q4 2013 | Q4 2013 | 2 |
Rinkey Investments | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 0.63% | 0.92% | 1.20% | Q1 2014 | Q2 2014 | 2 |
Leonard Rickey Investment Advisors P.L.L.C. | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q1 2020 | 2 |
WILLNER & HELLER, LLC | 2 | 2 | 0.41% | 0.44% | 0.47% | Q4 2021 | Q1 2022 | 2 |
Marcum Wealth, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 2 |
Weaver Consulting Group | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Powell Investment Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 2 |
Windsor Creek Advisors, LLC | 2 | 2 | 0.24% | 0.36% | 0.47% | Q2 2019 | Q3 2019 | 2 |
CREDIT AGRICOLE S A | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 2 |
Insight Wealth Partners, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
PIER 88 INVESTMENT PARTNERS LLC | 2 | 2 | 0.27% | 0.32% | 0.37% | Q3 2019 | Q4 2019 | 2 |
White Lighthouse Investment Management Inc. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Triumph Capital Management | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q3 2022 | 2 |
Legacy CG, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 2 |
DB Wealth Management Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Global Endowment Management, LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q3 2017 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 2 |
Ironwood Investment Counsel, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 2 |
Private Ocean, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
SURIENCE PRIVATE WEALTH LLC | 2 | 2 | 8.36% | 11.63% | 14.89% | Q4 2021 | Q1 2022 | 2 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 2 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
SteelPeak Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Ergoteles LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2022 | Q2 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BARRETT & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2022 | Q3 2022 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2022 | Q4 2022 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
San Luis Wealth Advisors 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 |
Silicon Valley Capital Partners | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 8.18% | 8.18% | 8.18% | Q3 2023 | Q3 2023 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Diversified, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2017 | Q2 2017 | 1 |
RWQ Financial Management Services, Inc. | 1 | 1 | 6.68% | 6.68% | 6.68% | Q4 2022 | Q4 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Truxt Investmentos Ltda. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
Quent Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2017 | Q2 2017 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 5.00% | 5.00% | 5.00% | Q4 2021 | Q4 2021 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Raging Capital Management, LLC | 1 | 1 | 2.92% | 2.92% | 2.92% | Q4 2014 | Q4 2014 | 1 |
GSG Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Hobart Private Capital, LLC | 1 | 1 | 5.74% | 5.74% | 5.74% | Q4 2022 | Q4 2022 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Sandbox Financial Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Americana Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Anson Funds Management LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2022 | Q4 2022 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Gibraltar Capital Management, Inc. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2018 | Q4 2018 | 1 |
SPINNAKER TRUST | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q3 2019 | Q3 2019 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2022 | Q3 2022 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2016 | Q3 2016 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
BEACON FINANCIAL PLANNING, INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Firestone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Rench Wealth Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Infini Capital Management Ltd | 1 | 1 | 2.76% | 2.76% | 2.76% | Q1 2021 | Q1 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 32.63% | 32.63% | 32.63% | Q2 2022 | Q2 2022 | 1 |
Sensato Investors LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2017 | Q4 2017 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2014 | Q1 2014 | 1 |
BOSTON FAMILY OFFICE LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Bickling Financial Services, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Welch Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Joseph Group Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Boltwood Capital Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Parametrica Management Ltd | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2023 | Q3 2023 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 6.20% | 6.20% | 6.20% | Q4 2021 | Q4 2021 | 1 |
JB Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Select Equity Group, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HAYS ADVISORY LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Titan Capital Management, LLC /TX | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2021 | Q1 2021 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Hel Ved Capital Management Ltd | 1 | 1 | 4.52% | 4.52% | 4.52% | Q3 2022 | Q3 2022 | 1 |
Amia Capital LLP | 1 | 1 | 2.10% | 2.10% | 2.10% | Q2 2021 | Q2 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Capital, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
Essex Savings Bank | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
PEAK6 Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Smart Portfolios, LLC | 1 | 1 | 3.93% | 3.93% | 3.93% | Q2 2015 | Q2 2015 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2013 | Q2 2013 | 1 |
Sumitomo Mitsui Trust Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Wellspring Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
London & Capital Asset Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Simmons Bank | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Infini Master Fund | 1 | 1 | 2.76% | 2.76% | 2.76% | Q1 2021 | Q1 2021 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Horizon Investments, LLC | 1 | 1 | 3.64% | 3.64% | 3.64% | Q2 2013 | Q2 2013 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
F3Logic, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Indie Asset Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q1 2020 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
WMG Financial Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Pacific Financial | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Airain ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Ariose Capital Management Ltd | 1 | 1 | 3.20% | 3.20% | 3.20% | Q1 2020 | Q1 2020 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EXANE DERIVATIVES | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 4.95% | 4.95% | 4.95% | Q3 2023 | Q3 2023 | 1 |
Stillwater Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
GLOBAL STRATEGIC MANAGEMENT INC | 1 | 1 | 3.10% | 3.10% | 3.10% | Q4 2019 | Q4 2019 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Atom Investors LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
LOWERY THOMAS, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Fortis Capital Management LLC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q3 2022 | Q3 2022 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q1 2022 | Q1 2022 | 1 |
Vienna Asset Management LLC | 1 | 1 | 5.35% | 5.35% | 5.35% | Q4 2021 | Q4 2021 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2016 | Q4 2016 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
NOTTINGHAM ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Verde Servicos Internacionais S.A. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2017 | Q3 2017 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2017 | Q3 2017 | 1 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cladis Investment Advisory, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Journey Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Holocene Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SMI Advisory Services, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2021 | Q4 2021 | 1 |
Main Management ETF Advisors, LLC | 1 | 1 | 3.49% | 3.49% | 3.49% | Q3 2022 | Q3 2022 | 1 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 2.63% | 2.63% | 2.63% | Q4 2014 | Q4 2014 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2021 | Q4 2021 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2017 | Q1 2017 | 1 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Scion Asset Management | 1 | 1 | 47.86% | 47.86% | 47.86% | Q3 2023 | Q3 2023 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 3.97% | 3.97% | 3.97% | Q2 2021 | Q2 2021 | 1 |
Atika Capital Management LLC | 1 | 1 | 3.28% | 3.28% | 3.28% | Q1 2023 | Q1 2023 | 1 |
SYCOMORE ASSET MANAGEMENT | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2021 | Q2 2021 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
qPULA Trading Management LP | 1 | 1 | 1.69% | 1.69% | 1.69% | Q2 2022 | Q2 2022 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 8.48% | 8.48% | 8.48% | Q1 2019 | Q1 2019 | 1 |
Capital Investment Counsel, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Jackson Hole Capital Partners, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GRAND WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
AMG National Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
BSW Wealth Partners | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
Ikarian Capital, LLC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q1 2021 | Q1 2021 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2021 | Q4 2021 | 1 |
ARROWGRASS CAPITAL PARTNERS LLP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2016 | Q4 2016 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
NFJ INVESTMENT GROUP, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2022 | Q3 2022 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 16.98% | 16.98% | 16.98% | Q1 2021 | Q1 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.