Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 81 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 44 |
Destination Wealth Management | 43 | 43 | 1.85% | 2.64% | 3.16% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 43 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.61% | 0.77% | 1.00% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.04% | 0.15% | 0.34% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.00% | 0.30% | 0.44% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.10% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GOLDMAN SACHS GROUP INC | 39 | 1 | 0.00% | 0.01% | 0.01% | Q2 2012 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 40 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 41 |
HUNTINGTON NATIONAL BANK | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.09% | 1.09% | Q3 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 37 | 4 | 0.02% | 0.10% | 0.35% | Q2 2013 | Q3 2023 | 41 |
LAZARD ASSET MANAGEMENT LLC | 29 | 12 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 41 |
MERIDIAN INVESTMENT COUNSEL INC. | 40 | 40 | 0.57% | 0.80% | 1.04% | Q4 2013 | Q3 2023 | 40 |
Mathes Company, Inc. | 37 | 2 | 0.89% | 3.25% | 5.11% | Q4 2013 | Q3 2023 | 39 |
St. Johns Investment Management Company, LLC | 39 | 39 | 0.16% | 0.33% | 1.37% | Q1 2014 | Q3 2023 | 39 |
FIFTH THIRD BANCORP | 32 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 19 | 2 | 0.09% | 0.20% | 0.41% | Q2 2013 | Q3 2023 | 37 |
BAILARD, INC. | 31 | 6 | 0.05% | 0.32% | 0.48% | Q2 2014 | Q3 2023 | 37 |
Bollard Group LLC | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
Perigon Wealth Management, LLC | 30 | 1 | 0.02% | 0.09% | 0.16% | Q3 2011 | Q3 2023 | 37 |
Cambridge Investment Research Advisors, Inc. | 32 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 36 |
BOSTON FAMILY OFFICE LLC | 36 | 36 | 0.02% | 0.05% | 0.10% | Q4 2014 | Q3 2023 | 36 |
Family Firm, Inc. | 36 | 36 | 0.16% | 0.24% | 0.33% | Q4 2014 | Q3 2023 | 36 |
M&T BANK CORP | 21 | 15 | 0.00% | 0.01% | 0.08% | Q3 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 35 |
SMITH, MOORE & CO. | 33 | 2 | 0.09% | 0.15% | 0.22% | Q4 2014 | Q3 2023 | 35 |
MURPHY CAPITAL MANAGEMENT INC | 35 | 35 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q2 2022 | 35 |
J.P. Morgan Private Wealth Advisors LLC | 30 | 4 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2023 | 34 |
Patten Group, Inc. | 31 | 3 | 0.04% | 0.14% | 0.25% | Q4 2014 | Q3 2023 | 34 |
Advisory Services Network, LLC | 26 | 8 | 0.00% | 0.08% | 0.28% | Q4 2014 | Q3 2023 | 34 |
People's United Financial, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 34 |
BINGHAM OSBORN & SCARBOROUGH LLC | 34 | 34 | 0.75% | 0.91% | 1.49% | Q2 2013 | Q3 2021 | 34 |
Citadel Advisors | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 33 |
Cutler Group LLC / CA | 14 | 1 | 0.00% | 0.00% | 0.07% | Q3 2017 | Q3 2023 | 33 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.13% | 0.17% | 0.29% | Q2 2013 | Q1 2021 | 32 |
Baird Financial Group, Inc. | 32 | 32 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 32 |
RAYMOND JAMES & ASSOCIATES | 32 | 32 | 0.00% | 0.02% | 0.18% | Q4 2015 | Q3 2023 | 32 |
Manchester Capital Management LLC | 32 | 32 | 0.02% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 32 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 31 | 31 | 2.06% | 3.18% | 3.89% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 24 | 5 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 29 |
EASTERN BANK | 27 | 2 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 29 |
Transform Wealth, LLC | 25 | 4 | 0.16% | 0.32% | 0.59% | Q2 2016 | Q3 2023 | 29 |
CREDIT SUISSE AG/ | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2020 | 28 |
Private Advisor Group, LLC | 23 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Mariner, LLC | 23 | 5 | 0.01% | 0.10% | 0.32% | Q2 2013 | Q3 2023 | 28 |
High Falls Advisors, Inc | 19 | 3 | 0.07% | 0.15% | 0.20% | Q4 2015 | Q3 2023 | 28 |
CIBC WORLD MARKET INC. | 23 | 2 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 28 |
PEOPLES BANK /OH | 13 | 3 | 0.13% | 0.19% | 0.81% | Q4 2015 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Tufton Capital Management | 27 | 27 | 0.06% | 0.09% | 0.13% | Q1 2017 | Q3 2023 | 27 |
FMR LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
IHT Wealth Management, LLC | 27 | 27 | 0.01% | 0.20% | 0.50% | Q1 2017 | Q3 2023 | 27 |
SCOTIA CAPITAL INC. | 27 | 27 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2019 | 26 |
AXA S.A. | 26 | 26 | 0.12% | 0.22% | 0.31% | Q2 2013 | Q3 2019 | 26 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.04% | 0.18% | Q4 2014 | Q3 2023 | 26 |
WealthTrust Axiom LLC | 26 | 26 | 0.08% | 0.13% | 0.19% | Q2 2017 | Q3 2023 | 26 |
AFT, FORSYTH & COMPANY, INC. | 24 | 2 | 0.56% | 1.96% | 2.67% | Q2 2013 | Q3 2023 | 26 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q2 2023 | 25 |
White Lighthouse Investment Management Inc. | 24 | 24 | 1.02% | 1.80% | 2.88% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Horan Securities, Inc. | 11 | 6 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2023 | 24 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 6 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q2 2021 | 23 |
MML INVESTORS SERVICES, LLC | 13 | 4 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 22 |
NEXT Financial Group, Inc | 9 | 1 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q4 2021 | 22 |
BALDWIN BROTHERS LLC/MA | 22 | 22 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2023 | 22 |
NewEdge Advisors, LLC | 22 | 22 | 0.02% | 0.07% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Legacy Financial Strategies, LLC | 21 | 21 | 0.48% | 3.19% | 5.39% | Q3 2018 | Q3 2023 | 21 |
Sigma Planning Corp | 14 | 1 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.02% | 0.04% | 0.15% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 0.14% | Q3 2018 | Q3 2023 | 21 |
Concorde Asset Management, LLC | 13 | 7 | 0.15% | 0.26% | 0.48% | Q3 2017 | Q3 2022 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.56% | 0.75% | 0.96% | Q4 2018 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.69% | 1.57% | 2.18% | Q4 2018 | Q3 2023 | 20 |
SAWGRASS ASSET MANAGEMENT LLC | 11 | 2 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 20 |
Rathbones Group PLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Fort Sheridan Advisors LLC | 20 | 20 | 0.15% | 0.21% | 0.35% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q3 2022 | 20 |
BECK CAPITAL MANAGEMENT, LLC | 20 | 20 | 0.27% | 0.48% | 0.69% | Q4 2013 | Q3 2018 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Plante Moran Financial Advisors, LLC | 19 | 19 | 0.06% | 0.08% | 0.10% | Q1 2015 | Q3 2019 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
First National Bank of South Miami | 19 | 19 | 0.20% | 0.27% | 0.33% | Q4 2018 | Q2 2023 | 19 |
Cetera Advisor Networks LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Milestone Advisory Partners | 19 | 19 | 0.47% | 1.01% | 2.15% | Q1 2019 | Q3 2023 | 19 |
BROWN ADVISORY INC | 15 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 19 |
Bartlett & Co. LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 19 |
Portfolio Strategies, Inc. | 18 | 18 | 0.57% | 0.78% | 1.35% | Q2 2019 | Q3 2023 | 18 |
Hall Kathryn A. | 18 | 18 | 0.16% | 0.25% | 0.42% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q3 2017 | 18 |
Polaris Wealth Advisory Group, LLC | 15 | 3 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q1 2022 | 18 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 7 | 1 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q3 2023 | 18 |
LUCAS CAPITAL MANAGEMENT | 18 | 18 | 0.10% | 0.38% | 0.79% | Q1 2013 | Q2 2017 | 18 |
Archer Investment Corp | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Argent Trust Co | 18 | 18 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q2 2022 | 18 |
Slow Capital, Inc. | 9 | 4 | 0.05% | 0.15% | 0.27% | Q4 2017 | Q3 2022 | 18 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 18 | 18 | 0.13% | 1.14% | 1.72% | Q2 2019 | Q3 2023 | 18 |
FRANKLIN RESOURCES INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 18 |
Transamerica Financial Advisors, Inc. | 9 | 1 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q2 2022 | 17 |
AE Wealth Management LLC | 14 | 1 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 17 |
BARCLAYS PLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 17 |
Sunbelt Securities, Inc. | 16 | 1 | 0.01% | 0.10% | 0.29% | Q4 2016 | Q3 2023 | 17 |
Prospera Financial Services Inc | 12 | 5 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 17 |
AdvisorNet Financial, Inc | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Stratos Wealth Partners, LTD. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 2.08% | 2.88% | 3.92% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.06% | 0.30% | Q4 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.01% | 0.06% | 0.13% | Q4 2019 | Q3 2023 | 16 |
STEPHENS INC /AR/ | 16 | 16 | 0.02% | 0.12% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Clarity Wealth Advisors, LLC | 16 | 16 | 0.81% | 1.18% | 1.70% | Q4 2019 | Q3 2023 | 16 |
Stuart Chaussee & Associates, Inc. | 15 | 15 | 4.32% | 13.69% | 29.22% | Q1 2020 | Q3 2023 | 15 |
WHITTIER TRUST CO | 10 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
TIEDEMANN ADVISORS, LLC | 11 | 2 | 0.02% | 0.13% | 0.91% | Q3 2016 | Q3 2023 | 15 |
WealthTrust Fairport, LLC | 10 | 5 | 0.01% | 0.54% | 1.47% | Q2 2013 | Q1 2019 | 15 |
Grassi Investment Management | 14 | 1 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Blankinship & Foster, LLC | 15 | 15 | 0.10% | 0.19% | 0.26% | Q1 2020 | Q3 2023 | 15 |
First Allied Advisory Services, Inc. | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2020 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 11 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2019 | 15 |
NORTHERN TRUST CORP | 10 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 15 |
Nikulski Financial, Inc. | 15 | 15 | 0.28% | 0.42% | 0.61% | Q1 2020 | Q3 2023 | 15 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 15 | 15 | 0.19% | 0.31% | 0.46% | Q1 2019 | Q3 2022 | 15 |
Pinnacle Advisory Group, Inc. | 12 | 3 | 0.01% | 0.53% | 3.86% | Q3 2015 | Q2 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 14 | 14 | 0.17% | 0.20% | 0.23% | Q2 2020 | Q3 2023 | 14 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 14 |
OPPENHEIMER & CO INC | 11 | 3 | 0.01% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 14 |
RAYMOND JAMES TRUST N.A. | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2022 | 14 |
Bouchey Financial Group Ltd | 8 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 14 |
Teamwork Financial Advisors, LLC | 14 | 14 | 0.12% | 0.27% | 0.37% | Q2 2020 | Q3 2023 | 14 |
Apexium Financial, LP | 14 | 14 | 0.40% | 2.08% | 3.56% | Q2 2020 | Q3 2023 | 14 |
PRIO WEALTH LIMITED PARTNERSHIP | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 1.57% | 1.70% | 1.82% | Q4 2018 | Q1 2022 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 14 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 13 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q2 2023 | 13 |
Valmark Advisers, Inc. | 10 | 3 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 13 |
BLAIR WILLIAM & CO/IL | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.02% | 0.09% | 0.19% | Q3 2020 | Q3 2023 | 13 |
TIEDEMANN TRUST CO | 13 | 13 | 0.08% | 0.26% | 0.72% | Q2 2013 | Q2 2016 | 13 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 13 |
Freedom Investment Management, Inc. | 11 | 1 | 0.02% | 0.10% | 0.48% | Q4 2013 | Q4 2019 | 13 |
SG Americas Securities, LLC | 8 | 5 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q4 2016 | 13 |
Steward Partners Investment Advisory, LLC | 13 | 13 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Aries Wealth Management | 7 | 6 | 0.09% | 0.11% | 0.13% | Q2 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Global Retirement Partners, LLC | 9 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 2 | 0.01% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 13 |
Cresset Asset Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 13 |
Vestmark Advisory Solutions, Inc. | 13 | 13 | 0.02% | 0.16% | 0.74% | Q2 2020 | Q2 2023 | 13 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 9 | 4 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Advisors Preferred, LLC | 4 | 1 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q3 2018 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.14% | 1.02% | 1.79% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
IAG Wealth Partners, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 0.14% | 0.26% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Bristlecone Advisors, LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
4J Wealth Management LLC | 12 | 12 | 0.28% | 0.31% | 0.33% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
GM Advisory Group, LLC | 12 | 12 | 0.04% | 1.83% | 5.10% | Q4 2020 | Q3 2023 | 12 |
Red Door Wealth Management, LLC | 9 | 3 | 0.05% | 0.10% | 0.16% | Q1 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
Meridian Wealth Management, LLC | 12 | 12 | 0.41% | 0.67% | 0.95% | Q4 2020 | Q3 2023 | 12 |
Snowden Capital Advisors LLC | 8 | 3 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q2 2022 | 11 |
Crescent Grove Advisors, LLC | 11 | 11 | 0.09% | 0.12% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Campion Asset Management | 11 | 11 | 1.28% | 2.15% | 4.34% | Q1 2021 | Q3 2023 | 11 |
Beaton Management Co. Inc. | 8 | 3 | 0.15% | 0.17% | 0.19% | Q3 2020 | Q3 2023 | 11 |
Kore Private Wealth LLC | 6 | 2 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2022 | 11 |
RONALD BLUE & CO LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2015 | 11 |
Venture Visionary Partners LLC | 7 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Virtu KCG Holdings LLC | 6 | 2 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q2 2017 | 11 |
CAPTRUST FINANCIAL ADVISORS | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 11 |
Founders Financial Alliance, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
LINCOLN NATIONAL CORP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Legacy Wealth Planning, LLC | 11 | 11 | 0.32% | 0.40% | 0.54% | Q1 2020 | Q3 2022 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q2 2023 | 11 |
Roble, Belko & Company, Inc | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q3 2017 | 11 |
CYPRESS CAPITAL MANAGEMENT LLC | 9 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q2 2022 | 10 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 1 | 0.12% | 0.24% | 0.40% | Q1 2014 | Q2 2020 | 10 |
OAK RIDGE INVESTMENTS LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2023 | 10 |
SIGNET FINANCIAL MANAGEMENT, LLC | 6 | 4 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q3 2018 | 10 |
Financial Advocates Investment Management | 9 | 1 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q2 2023 | 10 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 10 | 10 | 0.01% | 2.85% | 3.68% | Q1 2020 | Q2 2022 | 10 |
Provident Wealth Management, LLC | 10 | 10 | 0.01% | 1.85% | 4.56% | Q4 2019 | Q1 2022 | 10 |
Allworth Financial LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
INVESTMENT CENTERS OF AMERICA INC | 8 | 2 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q3 2017 | 10 |
Belvedere Trading LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 10 |
Altshuler Shaham Ltd | 10 | 10 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q3 2022 | 10 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
WESPAC Advisors, LLC | 5 | 2 | 0.38% | 0.97% | 1.91% | Q2 2013 | Q4 2021 | 10 |
Pinnacle Bancorp, Inc. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2021 | 10 |
KCM INVESTMENT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
MUFG Americas Holdings Corp | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
SUNTRUST BANKS INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 9 |
Gryphon Financial Partners LLC | 9 | 9 | 0.06% | 0.10% | 0.14% | Q4 2017 | Q4 2019 | 9 |
Strategic Financial Services, Inc, | 9 | 9 | 0.02% | 0.94% | 2.23% | Q1 2020 | Q1 2022 | 9 |
Rollins Financial | 3 | 3 | 0.05% | 0.17% | 0.34% | Q4 2020 | Q3 2023 | 9 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 4 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 9 |
AVIANCE CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.23% | 0.29% | 0.37% | Q1 2017 | Q1 2019 | 9 |
Southland Equity Partners LLC | 6 | 3 | 0.08% | 0.15% | 0.25% | Q4 2020 | Q3 2023 | 9 |
Clarus Wealth Advisors | 5 | 4 | 0.06% | 0.13% | 0.18% | Q2 2018 | Q2 2021 | 9 |
Sound View Wealth Advisors Group, LLC | 9 | 9 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Citizens National Bank Trust Department | 9 | 9 | 0.03% | 0.05% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Nationwide Fund Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 9 |
IEQ CAPITAL, LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Sequoia Wealth Management, LLC | 8 | 8 | 0.28% | 1.06% | 3.06% | Q1 2018 | Q4 2019 | 8 |
SELDON CAPITAL LP | 8 | 8 | 0.15% | 0.61% | 1.31% | Q4 2021 | Q3 2023 | 8 |
Horst & Graben Wealth Management LLC | 8 | 8 | 0.17% | 1.70% | 3.25% | Q3 2020 | Q2 2022 | 8 |
PRIVATE CAPITAL MANAGEMENT LLC | 6 | 2 | 0.10% | 0.13% | 0.18% | Q2 2021 | Q3 2023 | 8 |
Kearns & Associates LLC | 8 | 8 | 0.40% | 0.52% | 0.65% | Q4 2021 | Q3 2023 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 2.88% | 3.14% | 3.80% | Q4 2021 | Q3 2023 | 8 |
CREDIT AGRICOLE S A | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 8 |
Atria Investments, Inc | 7 | 1 | 0.03% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.12% | Q3 2019 | Q1 2023 | 8 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.13% | 0.25% | 0.44% | Q1 2020 | Q4 2021 | 8 |
Heritage Wealth Advisors | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.26% | 0.34% | 0.58% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SPC Financial, Inc. | 8 | 8 | 1.38% | 1.58% | 1.65% | Q2 2013 | Q1 2015 | 8 |
Advisors Capital Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
WealthShield Partners, LLC | 8 | 8 | 0.10% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Cerity Partners LLC | 8 | 8 | 0.05% | 0.46% | 1.11% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.19% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.23% | 0.26% | 0.30% | Q4 2021 | Q4 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.20% | 0.28% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Willis Johnson & Associates, Inc. | 8 | 8 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Patriot Financial Group Insurance Agency, LLC | 5 | 3 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 8 |
Icon Wealth Partners, LLC | 3 | 2 | 0.10% | 0.12% | 0.14% | Q1 2021 | Q3 2023 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2019 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.23% | 0.27% | 0.31% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
Cobble Hill Financial Services, INC | 7 | 7 | 0.06% | 0.07% | 0.09% | Q1 2013 | Q3 2014 | 7 |
Vigilant Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Rinkey Investments | 6 | 1 | 0.10% | 0.14% | 0.26% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.19% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 7 |
Goodwin Investment Advisory | 7 | 7 | 0.00% | 0.07% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Caprock Group, LLC | 7 | 7 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q1 2022 | 7 |
FIFTH THIRD SECURITIES, INC. | 5 | 1 | 0.37% | 0.56% | 0.92% | Q4 2016 | Q2 2019 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2013 | Q3 2014 | 7 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.03% | 0.09% | Q1 2020 | Q1 2023 | 7 |
Baystate Wealth Management LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 7 |
Scott & Selber, Inc. | 7 | 7 | 0.09% | 0.12% | 0.16% | Q3 2020 | Q1 2022 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
COMMUNITY TRUST & INVESTMENT CO | 7 | 7 | 0.03% | 0.52% | 0.74% | Q4 2020 | Q2 2022 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 7 |
Voya Financial Advisors, Inc. | 7 | 7 | 0.05% | 0.09% | 0.11% | Q3 2017 | Q1 2019 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
CALTON & ASSOCIATES, INC. | 7 | 7 | 0.07% | 0.15% | 0.20% | Q2 2020 | Q4 2021 | 7 |
Castle Rock Wealth Management, LLC | 4 | 1 | 0.07% | 0.27% | 0.46% | Q3 2019 | Q3 2021 | 7 |
Fusion Family Wealth LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
APPLETON PARTNERS INC/MA | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Ten Capital Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 2 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 7 |
Carnick & Kubik, LLC | 6 | 1 | 0.05% | 0.17% | 0.23% | Q4 2013 | Q1 2016 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 2 | 0.03% | 0.09% | 0.12% | Q3 2019 | Q2 2021 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 7 |
BRADLEY FOSTER & SARGENT INC/CT | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Houlihan Financial Resource Group, Ltd. | 3 | 1 | 0.57% | 0.64% | 0.78% | Q4 2019 | Q3 2023 | 7 |
HORIZON BANCORP INC /IN/ | 4 | 1 | 0.32% | 0.92% | 1.70% | Q4 2019 | Q3 2023 | 7 |
SAXON INTERESTS, INC. | 6 | 6 | 0.15% | 0.19% | 0.25% | Q1 2022 | Q2 2023 | 6 |
JGP Wealth Management, LLC | 6 | 6 | 0.10% | 7.40% | 9.80% | Q1 2020 | Q2 2021 | 6 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2017 | 6 |
Key FInancial Inc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Clarius Group, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
WASHINGTON TRUST Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
COMERICA BANK | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Investors Research Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
American Trust | 6 | 6 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 6 |
One Wealth Advisors, LLC | 5 | 1 | 0.11% | 0.14% | 0.23% | Q1 2022 | Q3 2023 | 6 |
Antonetti Capital Management LLC | 6 | 6 | 0.27% | 0.49% | 0.99% | Q2 2013 | Q3 2014 | 6 |
Plancorp, LLC | 6 | 6 | 0.07% | 0.09% | 0.10% | Q4 2017 | Q1 2019 | 6 |
Cadent Capital Advisors, LLC | 6 | 6 | 0.14% | 0.25% | 0.38% | Q4 2020 | Q1 2022 | 6 |
ASSETMARK, INC | 4 | 2 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q4 2022 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
Brouwer & Janachowski, LLC | 6 | 6 | 3.39% | 8.95% | 11.54% | Q2 2020 | Q3 2021 | 6 |
Cornerstone Wealth Management, LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q1 2020 | 6 |
Petix & Botte Co | 6 | 6 | 0.07% | 0.15% | 0.17% | Q4 2020 | Q1 2022 | 6 |
NATIONAL PLANNING CORP | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2017 | 6 |
QUADRANT CAPITAL GROUP LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Freestone Capital Holdings, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
Point Break Capital Management, LLC | 6 | 6 | 0.16% | 0.62% | 1.37% | Q3 2020 | Q4 2021 | 6 |
Dakota Wealth Management | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 5 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3 | 2 | 0.02% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 5 |
Homrich & Berg | 5 | 5 | 0.01% | 0.10% | 0.16% | Q3 2020 | Q3 2021 | 5 |
Semmax Financial Advisors Inc. | 5 | 5 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q4 2019 | 5 |
IBEX WEALTH ADVISORS | 3 | 1 | 0.00% | 0.12% | 0.26% | Q4 2016 | Q4 2021 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.05% | 0.11% | 0.19% | Q2 2013 | Q2 2014 | 5 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 5 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
GSA CAPITAL PARTNERS LLP | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q4 2019 | 5 |
PRINCETON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.50% | 0.67% | 0.84% | Q4 2021 | Q4 2022 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Guidance Point Advisors, LLC | 4 | 1 | 0.08% | 0.09% | 0.12% | Q2 2020 | Q1 2022 | 5 |
Eastover Investment Advisors LLC | 5 | 5 | 0.18% | 0.20% | 0.22% | Q2 2020 | Q2 2021 | 5 |
Valeo Financial Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
GLENMEDE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
PRUDENTIAL FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 5 |
NORTH AMERICAN MANAGEMENT CORP | 3 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2015 | 5 |
HOWE & RUSLING INC | 5 | 5 | 0.01% | 0.19% | 0.46% | Q1 2019 | Q1 2020 | 5 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.06% | 0.16% | 0.25% | Q2 2019 | Q2 2021 | 5 |
Security Financial Services, INC. | 5 | 5 | 0.22% | 0.32% | 0.47% | Q3 2022 | Q3 2023 | 5 |
WEALTHSOURCE PARTNERS, LLC | 4 | 1 | 0.05% | 0.06% | 0.08% | Q3 2017 | Q3 2023 | 5 |
Insight Inv LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2021 | 5 |
WFG Advisors, LP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 5 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.12% | 0.56% | Q3 2017 | Q3 2023 | 5 |
Mirae Asset Global Investments Co., Ltd. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 5 |
Kovack Advisors, Inc. | 4 | 1 | 0.02% | 0.11% | 0.18% | Q1 2020 | Q4 2021 | 5 |
Roundview Capital LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bedell Frazier Investment Counselling, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q3 2014 | Q2 2015 | 4 |
Derbend Asset Management | 4 | 4 | 0.41% | 0.44% | 0.47% | Q2 2021 | Q1 2022 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q1 2021 | 4 |
Cypress Wealth Services, LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Miracle Mile Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 4 | 4 | 0.00% | 0.05% | 0.16% | Q2 2022 | Q1 2023 | 4 |
Thai Life Insurance PCL. | 4 | 4 | 4.46% | 6.98% | 8.98% | Q4 2016 | Q3 2017 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Allianz Asset Management GmbH | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Providence Capital Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
EP Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 4 |
PATTEN & PATTEN INC/TN | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Gladstone Institutional Advisory LLC | 3 | 1 | 0.07% | 0.12% | 0.27% | Q2 2019 | Q2 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FORT PITT CAPITAL GROUP, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q3 2020 | 4 |
Independence Trust CO | 4 | 4 | 0.25% | 0.26% | 0.27% | Q1 2017 | Q4 2017 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 4 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.04% | 0.52% | 0.98% | Q4 2017 | Q4 2020 | 4 |
CIC Wealth, LLC | 4 | 4 | 2.31% | 2.50% | 2.61% | Q4 2022 | Q3 2023 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.09% | 0.16% | Q4 2020 | Q1 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Pflug Koory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.61% | 0.64% | 0.68% | Q4 2018 | Q3 2019 | 4 |
Evercore Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 1 | 0.02% | 0.17% | 0.28% | Q3 2021 | Q3 2022 | 4 |
NewSquare Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Burleson & Company, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
UBP Investment Advisors SA | 4 | 4 | 0.66% | 0.70% | 0.77% | Q4 2017 | Q3 2018 | 4 |
TCWP LLC | 3 | 1 | 0.07% | 0.09% | 0.12% | Q1 2022 | Q2 2023 | 4 |
BlackRock Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
1919 Investment Counsel, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Apollon Wealth Management, LLC | 2 | 1 | 0.02% | 0.80% | 3.14% | Q2 2020 | Q4 2021 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.45% | 0.59% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Silversage Advisors | 4 | 4 | 2.22% | 2.45% | 2.77% | Q4 2019 | Q3 2020 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
DAVENPORT & Co LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 3 |
Syntal Capital Partners, LLC | 2 | 1 | 0.85% | 3.88% | 9.76% | Q1 2014 | Q3 2019 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.21% | 0.40% | 0.63% | Q1 2022 | Q3 2022 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q1 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 3 |
Lindbrook Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Anchor Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
CHANNEL WEALTH LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q4 2023 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q1 2021 | 3 |
One Charles Private Wealth Services, LLC | 3 | 3 | 0.38% | 0.79% | 1.07% | Q1 2022 | Q3 2022 | 3 |
9258 Wealth Management, LLC | 3 | 3 | 0.07% | 0.13% | 0.17% | Q1 2022 | Q3 2022 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
RMR Wealth Builders | 3 | 3 | 0.07% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Keebeck Wealth Management, LLC | 3 | 3 | 0.08% | 0.11% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Personal Capital Advisors Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
WestEnd Advisors, LLC | 3 | 3 | 2.24% | 3.73% | 4.59% | Q1 2022 | Q3 2022 | 3 |
Geller Advisors LLC | 3 | 3 | 0.03% | 0.05% | 0.09% | Q1 2023 | Q3 2023 | 3 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 | 1 | 0.03% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Heritage Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
BlueSky Wealth Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q3 2021 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q2 2022 | 3 |
BlackRock Group LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Graypoint LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 3 |
Marcum Wealth, LLC | 3 | 3 | 0.05% | 0.09% | 0.11% | Q1 2022 | Q3 2022 | 3 |
Mine & Arao Wealth Creation & Management, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Stephens Consulting, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.02% | 0.35% | 0.52% | Q1 2023 | Q3 2023 | 3 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Somerset Group LLC | 3 | 3 | 0.22% | 0.25% | 0.28% | Q2 2013 | Q4 2013 | 3 |
TrinityPoint Wealth, LLC | 3 | 3 | 0.28% | 0.48% | 0.60% | Q1 2022 | Q3 2022 | 3 |
Capital Asset Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
BROWN BROTHERS HARRIMAN & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 7.13% | 7.44% | 7.97% | Q4 2017 | Q2 2018 | 3 |
Ascent Group, LLC | 3 | 3 | 0.05% | 0.10% | 0.13% | Q1 2022 | Q3 2022 | 3 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Harvest Fund Management Co., Ltd | 3 | 3 | 0.01% | 0.12% | 0.18% | Q1 2018 | Q3 2018 | 3 |
55I, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2022 | 3 |
Hubbell Strickland Wealth Management, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
RWA WEALTH PARTNERS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Spire Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Copperwynd Financial, LLC | 2 | 2 | 1.46% | 1.70% | 1.94% | Q3 2018 | Q4 2018 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Mayflower Financial Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
JNBA Financial Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q2 2022 | 2 |
Chevy Chase Trust Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BBVA USA | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q3 2021 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 0.98% | 1.12% | 1.25% | Q4 2021 | Q1 2022 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.14% | 0.17% | 0.20% | Q1 2022 | Q2 2022 | 2 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q1 2021 | 2 |
Delek Group, Ltd. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Bristol County Savings Bank | 2 | 2 | 5.76% | 5.78% | 5.79% | Q3 2017 | Q4 2017 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q1 2019 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.14% | 1.04% | 1.94% | Q2 2015 | Q3 2015 | 2 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q4 2022 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 0.74% | 1.02% | 1.31% | Q3 2016 | Q4 2016 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q4 2021 | 2 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 2 |
Financial Engines Advisors L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Winchester Group Inc. | 2 | 2 | 0.31% | 0.36% | 0.40% | Q2 2013 | Q3 2013 | 2 |
Asio Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Cranbrook Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Baldrige Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
LGT Financial Advisors LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q2 2023 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q1 2021 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 1.39% | 1.41% | 1.42% | Q4 2015 | Q1 2016 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.21% | 8.10% | 15.99% | Q3 2014 | Q4 2015 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Capital Wealth Alliance, LLC | 2 | 2 | 0.16% | 0.27% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q4 2021 | 2 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Brand Asset Management Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Avestar Capital, LLC | 2 | 2 | 1.68% | 1.99% | 2.30% | Q2 2023 | Q3 2023 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.32% | 0.78% | 1.23% | Q4 2019 | Q1 2020 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Fulcrum Equity Management | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q4 2020 | 2 |
Ifrah Financial Services, Inc. | 2 | 2 | 0.32% | 0.33% | 0.33% | Q4 2013 | Q1 2014 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2015 | Q3 2019 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Placemark Investments, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
Strategic Investment Advisors / MI | 2 | 2 | 0.19% | 0.20% | 0.22% | Q4 2018 | Q1 2019 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q1 2019 | 2 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
United Community Bank | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
DRW Securities, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2013 | Q3 2013 | 1 |
CX Institutional | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
INTREPID CAPITAL MANAGEMENT INC /DE/ | 1 | 1 | 3.01% | 3.01% | 3.01% | Q4 2013 | Q4 2013 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Power Corp of Canada | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Cavalier Investments, LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q4 2015 | Q4 2015 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
WESBANCO BANK INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
InterOcean Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2016 | Q3 2016 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2023 | Q2 2023 | 1 |
STRINGER ASSET MANAGEMENT, LLC | 1 | 1 | 4.39% | 4.39% | 4.39% | Q4 2015 | Q4 2015 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q4 2021 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
WEST CHESTER CAPITAL ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JARISLOWSKY, FRASER Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HARRELL INVESTMENT PARTNERS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Willow Creek Wealth Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 2.20% | 2.20% | 2.20% | Q3 2022 | Q3 2022 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2019 | Q4 2019 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Traverso Chambers Private Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
One Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Soundwatch Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Noven Financial Group, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2015 | Q4 2015 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Ayalon Insurance Comp Ltd. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.