Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 66 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 44 |
Cetera Advisor Networks LLC | 43 | 43 | 0.01% | 0.11% | 0.27% | Q1 2013 | Q3 2023 | 43 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.08% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CAPE COD FIVE CENTS SAVINGS BANK | 42 | 42 | 0.11% | 0.34% | 1.03% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.02% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Baystate Wealth Management LLC | 42 | 42 | 0.09% | 2.04% | 11.50% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 0.08% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.13% | 0.23% | 0.30% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
KCM INVESTMENT ADVISORS LLC | 37 | 4 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q2 2023 | 41 |
Curbstone Financial Management Corp | 40 | 40 | 0.20% | 0.43% | 0.81% | Q1 2014 | Q4 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 19 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 40 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 30 | 10 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.01% | 0.63% | 1.10% | Q4 2013 | Q3 2023 | 40 |
Thomasville National Bank | 27 | 13 | 0.04% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 40 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2022 | 39 |
Dorsey & Whitney Trust CO LLC | 39 | 39 | 0.09% | 0.21% | 0.39% | Q1 2014 | Q3 2023 | 39 |
GOLDMAN SACHS GROUP INC | 21 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 38 |
FMR LLC | 28 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 37 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 36 |
Private Advisor Group, LLC | 22 | 14 | 0.00% | 0.03% | 0.07% | Q3 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 36 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2022 | 36 |
BlackRock Inc. | 35 | 35 | 0.00% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.01% | 0.66% | 2.12% | Q2 2013 | Q4 2021 | 35 |
AMERIPRISE FINANCIAL INC | 27 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 33 | 33 | 0.00% | 0.01% | 0.09% | Q3 2015 | Q3 2023 | 33 |
Creative Planning | 15 | 6 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 33 |
WHITTIER TRUST CO | 18 | 15 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 33 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
LifePlan Financial Group, Inc | 30 | 30 | 0.12% | 0.28% | 0.69% | Q2 2013 | Q3 2020 | 30 |
Raymond James Financial Services Advisors, Inc. | 19 | 11 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 30 |
Stearns Financial Services Group | 30 | 30 | 0.11% | 0.21% | 0.45% | Q2 2013 | Q3 2020 | 30 |
BigSur Wealth Management LLC | 28 | 28 | 0.18% | 0.84% | 1.88% | Q4 2016 | Q3 2023 | 28 |
US BANCORP \DE\ | 13 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 28 |
DEUTSCHE BANK AG\ | 23 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 28 |
LS Investment Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 28 | 28 | 0.86% | 1.19% | 1.76% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.08% | 0.15% | 0.31% | Q4 2016 | Q3 2023 | 28 |
Cutler Group LLC / CA | 9 | 1 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q4 2022 | 28 |
Abbrea Capital, LLC | 28 | 28 | 0.09% | 0.13% | 0.15% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2019 | 27 |
BANK OF NOVA SCOTIA | 23 | 4 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q3 2023 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2021 | 27 |
Brinker Capital Investments, LLC | 27 | 27 | 0.00% | 0.69% | 1.90% | Q2 2013 | Q4 2019 | 27 |
RFG Advisory, LLC | 27 | 27 | 0.02% | 0.26% | 2.03% | Q1 2017 | Q3 2023 | 27 |
JPMORGAN CHASE & CO | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Evensky & Katz LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
RAYMOND JAMES & ASSOCIATES | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2021 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
CIBC WORLD MARKET INC. | 22 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.40% | 0.98% | 1.51% | Q4 2017 | Q3 2023 | 24 |
OLD MISSION CAPITAL LLC | 8 | 2 | 0.01% | 0.09% | 0.38% | Q4 2014 | Q2 2023 | 24 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
LEVEL FOUR ADVISORY SERVICES, LLC | 22 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q2 2023 | 23 |
Sound Income Strategies, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Sigma Planning Corp | 23 | 23 | 0.03% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 23 |
BREMER TRUST NATIONAL ASSOCIATION | 23 | 23 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q4 2018 | 23 |
Allianz Asset Management GmbH | 19 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
LOEB PARTNERS CORP | 19 | 3 | 0.18% | 0.22% | 0.33% | Q2 2013 | Q4 2018 | 22 |
HighTower Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 22 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Cetera Investment Advisers | 12 | 9 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 21 |
Dynamic Advisor Solutions LLC | 20 | 20 | 0.02% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Sullivan, Bruyette, Speros & Blaney, LLC | 20 | 20 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q1 2021 | 20 |
Winslow, Evans & Crocker, Inc. | 18 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q4 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2022 | 20 |
Weaver Consulting Group | 19 | 19 | 0.06% | 0.15% | 0.18% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 19 |
First Allied Advisory Services, Inc. | 9 | 3 | 0.01% | 0.03% | 0.10% | Q4 2014 | Q4 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 19 |
BAR HARBOR TRUST SERVICES | 14 | 5 | 0.00% | 0.10% | 0.15% | Q3 2017 | Q2 2022 | 19 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2018 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Private Capital Group, LLC | 18 | 18 | 0.01% | 0.04% | 0.09% | Q4 2017 | Q1 2022 | 18 |
ASSETMARK, INC | 8 | 5 | 0.00% | 0.20% | 0.72% | Q2 2018 | Q3 2023 | 18 |
GAMCO INVESTORS, INC. ET AL | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2017 | 18 |
North Star Investment Management Corp. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2018 | 18 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Connecticut Wealth Management, LLC | 10 | 7 | 0.48% | 0.79% | 1.20% | Q2 2019 | Q3 2023 | 17 |
GFS Advisors, LLC | 17 | 17 | 0.01% | 0.30% | 0.41% | Q4 2015 | Q4 2019 | 17 |
Parallel Advisors, LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Apollon Wealth Management, LLC | 9 | 8 | 0.01% | 0.19% | 0.59% | Q4 2018 | Q1 2023 | 17 |
Stonebridge Capital Advisors LLC | 11 | 1 | 0.02% | 0.02% | 0.11% | Q2 2014 | Q3 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Financial Enhancement Group LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 16 |
SUNTRUST BANKS INC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2019 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Glassman Wealth Services | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SUMMIT FINANCIAL GROUP, INC. | 9 | 3 | 0.08% | 0.10% | 0.12% | Q2 2019 | Q3 2023 | 16 |
STIFEL FINANCIAL CORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
Oliver Luxxe Assets LLC | 15 | 1 | 0.16% | 0.31% | 2.09% | Q4 2015 | Q1 2020 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.04% | 0.10% | 0.33% | Q4 2019 | Q3 2023 | 16 |
Veritable, L.P. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2023 | 16 |
Powell Investment Advisors, LLC | 16 | 16 | 0.09% | 0.30% | 0.50% | Q4 2019 | Q3 2023 | 16 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 5 | 0.48% | 0.58% | 0.85% | Q4 2019 | Q3 2023 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q4 2019 | 15 |
Stratos Wealth Partners, LTD. | 12 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 15 |
Ifrah Financial Services, Inc. | 15 | 15 | 0.16% | 0.20% | 0.24% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q4 2016 | 15 |
ADELL HARRIMAN & CARPENTER INC | 12 | 3 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 15 |
BCS Wealth Management | 14 | 1 | 0.21% | 0.24% | 0.29% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
RAYMOND JAMES TRUST N.A. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
EP Wealth Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 14 |
FAGAN ASSOCIATES, INC. | 14 | 14 | 0.64% | 0.78% | 0.88% | Q2 2020 | Q3 2023 | 14 |
STEPHENS INC /AR/ | 14 | 14 | 0.07% | 0.27% | 0.43% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
Legacy Financial Strategies, LLC | 14 | 14 | 0.16% | 0.20% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Affiance Financial, LLC | 13 | 1 | 0.04% | 0.05% | 0.10% | Q4 2019 | Q2 2023 | 14 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2017 | 14 |
Cedar Brook Financial Partners, LLC | 13 | 13 | 0.08% | 0.54% | 0.77% | Q3 2020 | Q3 2023 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.05% | 0.09% | 0.14% | Q3 2016 | Q3 2019 | 13 |
Advisory Services Network, LLC | 9 | 1 | 0.00% | 0.08% | 0.20% | Q4 2013 | Q2 2021 | 13 |
Capital Directions Investment Advisors, LLC | 10 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2018 | 13 |
WINTRUST INVESTMENTS LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 13 |
Southeast Asset Advisors Inc. | 13 | 13 | 0.08% | 0.10% | 0.11% | Q2 2013 | Q2 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
FinTrust Capital Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2015 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.01% | 0.03% | 0.10% | Q3 2020 | Q3 2023 | 12 |
HSBC HOLDINGS PLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2012 | Q4 2014 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 2.88% | 4.86% | 6.99% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Chicago Partners Investment Group LLC | 12 | 12 | 0.06% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Montis Financial, LLC | 12 | 12 | 0.18% | 0.21% | 0.24% | Q4 2020 | Q3 2023 | 12 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 12 | 12 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q4 2022 | 12 |
Semmax Financial Advisors Inc. | 11 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Bluesphere Advisors, LLC | 12 | 12 | 1.00% | 2.00% | 4.78% | Q4 2020 | Q3 2023 | 12 |
SlateStone Wealth, LLC | 12 | 12 | 0.08% | 0.10% | 0.13% | Q4 2018 | Q3 2021 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
BARCLAYS PLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 12 |
Atria Investments, Inc | 11 | 1 | 0.03% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 12 |
NORTHERN TRUST CORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 11 |
Palisade Asset Management, LLC | 7 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2017 | 11 |
Equitable Holdings, Inc. | 11 | 11 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.04% | 0.14% | Q1 2021 | Q3 2023 | 11 |
FIRST MANHATTAN CO. LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
M&T BANK CORP | 11 | 11 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q1 2017 | 11 |
LAZARD ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
Professional Financial Advisors, LLC | 9 | 2 | 0.01% | 0.07% | 0.34% | Q3 2020 | Q3 2023 | 11 |
Sowell Financial Services LLC | 10 | 1 | 0.01% | 0.06% | 0.14% | Q3 2019 | Q1 2023 | 11 |
RDA Financial Network | 11 | 11 | 0.51% | 0.72% | 0.87% | Q1 2021 | Q3 2023 | 11 |
Steward Partners Investment Advisory, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
PRUDENTIAL FINANCIAL INC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2015 | 11 |
SIGNATUREFD, LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2020 | 10 |
Barber Financial Group, Inc. | 9 | 1 | 0.11% | 0.70% | 2.78% | Q3 2017 | Q1 2023 | 10 |
Fluent Financial, LLC | 10 | 10 | 0.11% | 3.23% | 4.74% | Q4 2018 | Q1 2021 | 10 |
Vantage Investment Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 10 |
USAdvisors Wealth Management, LLC | 10 | 10 | 2.10% | 2.37% | 2.96% | Q2 2021 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.15% | 1.46% | 2.61% | Q4 2020 | Q1 2023 | 10 |
SFMG, LLC | 6 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Family Firm, Inc. | 6 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q2 2023 | 10 |
Legacy Advisors, LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 10 |
Allworth Financial LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CENTAURUS FINANCIAL, INC. | 9 | 1 | 0.01% | 0.38% | 0.68% | Q2 2018 | Q3 2023 | 10 |
Joseph P. Lucia & Associates, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.10% | 0.17% | Q1 2021 | Q3 2023 | 10 |
GSB Wealth Management, LLC | 8 | 2 | 0.14% | 0.16% | 0.22% | Q1 2021 | Q3 2023 | 10 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.03% | 0.06% | 0.15% | Q3 2015 | Q4 2017 | 10 |
Valeo Financial Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
COOKSON PEIRCE & CO INC | 10 | 10 | 0.05% | 0.06% | 0.08% | Q3 2018 | Q4 2020 | 10 |
Capital International Investors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 9 | 9 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2020 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2016 | 9 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 9 | 9 | 0.08% | 0.37% | 0.59% | Q3 2021 | Q3 2023 | 9 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
GHP Investment Advisors, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 9 |
BANK HAPOALIM BM | 9 | 9 | 0.04% | 0.08% | 0.14% | Q4 2013 | Q4 2015 | 9 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q2 2023 | 9 |
Jolley Asset Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Gradient Investments LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 8 |
TCI Wealth Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AVAII WEALTH MANAGEMENT, LLC | 8 | 8 | 0.34% | 0.43% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Crumly & Associates Inc. | 4 | 2 | 0.08% | 1.50% | 5.16% | Q4 2019 | Q2 2022 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.22% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Visionary Wealth Advisors | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
BANQUE PICTET & CIE SA | 8 | 8 | 0.01% | 0.22% | 0.38% | Q4 2013 | Q3 2015 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 5.51% | 7.90% | 11.95% | Q4 2021 | Q3 2023 | 8 |
Ausdal Financial Partners, Inc. | 7 | 1 | 0.04% | 0.28% | 0.38% | Q1 2021 | Q3 2023 | 8 |
Bremer Bank National Association | 4 | 4 | 0.05% | 0.07% | 0.09% | Q1 2019 | Q1 2021 | 8 |
BKS ADVISORS, LLC | 8 | 8 | 0.08% | 0.08% | 0.09% | Q1 2017 | Q4 2018 | 8 |
J.W. COLE ADVISORS, INC. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Daniel Devine & Co | 4 | 4 | 0.21% | 0.26% | 0.33% | Q3 2015 | Q2 2018 | 8 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 7 | 7 | 0.31% | 0.34% | 0.38% | Q2 2013 | Q4 2014 | 7 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.13% | 0.20% | Q2 2021 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.67% | 1.02% | 1.26% | Q1 2022 | Q3 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Systelligence, LLC | 4 | 3 | 0.90% | 2.44% | 5.42% | Q4 2019 | Q4 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
HUNTINGTON NATIONAL BANK | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2009 | Q3 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.14% | 0.19% | 0.26% | Q2 2013 | Q4 2014 | 7 |
Brookstone Capital Management | 2 | 1 | 0.00% | 0.39% | 2.67% | Q3 2014 | Q3 2023 | 7 |
Plante Moran Financial Advisors, LLC | 6 | 1 | 0.00% | 0.03% | 0.04% | Q2 2015 | Q3 2022 | 7 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q2 2019 | 7 |
Realta Investment Advisors | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Diversified, LLC | 7 | 7 | 0.09% | 0.25% | 0.44% | Q4 2020 | Q2 2022 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q2 2018 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
Certified Advisory Corp | 6 | 6 | 0.66% | 0.78% | 0.92% | Q2 2022 | Q3 2023 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Concert Wealth Management Inc. | 5 | 1 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2016 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 5 | 1 | 0.32% | 1.48% | 3.19% | Q4 2021 | Q3 2023 | 6 |
Manchester Capital Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
QUEST CAPITAL MANAGEMENT INC /ADV | 6 | 6 | 0.35% | 0.38% | 0.43% | Q3 2020 | Q4 2021 | 6 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.13% | 0.30% | Q1 2021 | Q2 2023 | 6 |
Beaumont Financial Partners, LLC | 4 | 1 | 0.03% | 0.20% | 0.60% | Q4 2014 | Q3 2022 | 6 |
JTC Employer Solutions Trustee Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Pinnacle Summer Investments, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
Prospera Financial Services Inc | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q3 2018 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q1 2018 | 6 |
Placemark Investments, Inc. | 4 | 2 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 6 |
Drake & Associates, LLC | 6 | 6 | 4.80% | 4.93% | 5.06% | Q2 2022 | Q3 2023 | 6 |
Mizuho Asset Management Co.,Ltd. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
BAR HARBOR WEALTH MANAGEMENT | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Tower Wealth Partners, Inc. | 6 | 6 | 1.10% | 6.84% | 8.77% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
CREDIT AGRICOLE S A | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2015 | 6 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 6 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Simplicity Solutions, LLC | 3 | 2 | 0.04% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Aveo Capital Partners, LLC | 3 | 1 | 0.09% | 0.32% | 0.57% | Q1 2019 | Q3 2023 | 5 |
Invesco Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 5 |
Stadion Money Management, LLC | 4 | 1 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2016 | 5 |
Valmark Advisers, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Allegis Investment Advisors, LLC | 5 | 5 | 0.25% | 0.80% | 1.24% | Q4 2015 | Q4 2016 | 5 |
OneAscent Financial Services LLC | 4 | 1 | 0.20% | 0.87% | 1.37% | Q2 2022 | Q3 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q4 2019 | 5 |
Spire Wealth Management | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Crosspoint Capital Strategies, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 5 |
Financial Council Asset Management Inc | 4 | 1 | 0.13% | 0.19% | 0.25% | Q2 2022 | Q3 2023 | 5 |
CENTRAL TRUST Co | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
McAdam, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q4 2019 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
ENCOMPASS WEALTH ADVISORS, LLC | 4 | 1 | 0.08% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 0.18% | 0.24% | 0.30% | Q2 2013 | Q2 2014 | 5 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2019 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q4 2017 | 5 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 5 |
Advisors Preferred, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.02% | 0.10% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Atlantic Union Bankshares Corp | 3 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 5 |
WADDELL & ASSOCIATES, LLC | 4 | 1 | 0.24% | 3.29% | 4.22% | Q2 2022 | Q3 2023 | 5 |
Whelan Financial | 5 | 5 | 0.20% | 0.81% | 1.29% | Q3 2022 | Q3 2023 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q1 2019 | 5 |
MY Wealth Management Inc. | 5 | 5 | 3.46% | 4.30% | 6.42% | Q4 2021 | Q4 2022 | 5 |
Csenge Advisory Group | 2 | 1 | 0.08% | 0.14% | 0.24% | Q4 2019 | Q3 2023 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.09% | 0.15% | 0.23% | Q2 2013 | Q2 2014 | 5 |
GSA CAPITAL PARTNERS LLP | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Kaye Capital Management | 4 | 4 | 2.46% | 4.34% | 6.26% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.06% | 0.59% | 1.92% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 2.27% | 2.70% | 2.92% | Q4 2022 | Q3 2023 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
1832 Asset Management L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mariner, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.07% | 0.26% | Q4 2015 | Q1 2023 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Freestone Capital Holdings, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Narwhal Capital Management | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2013 | Q3 2014 | 4 |
Cerro Pacific Wealth Advisors LLC | 4 | 4 | 0.23% | 0.25% | 0.28% | Q2 2022 | Q1 2023 | 4 |
Hilltop Holdings Inc. | 4 | 4 | 0.18% | 0.20% | 0.24% | Q3 2013 | Q2 2014 | 4 |
Live Your Vision, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.22% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Global Trust Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
WPWealth LLP | 4 | 4 | 0.13% | 0.15% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2022 | 4 |
Vickerman Investment Advisors, Inc. | 4 | 4 | 0.46% | 0.51% | 0.56% | Q4 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Armbruster Capital Management, Inc. | 4 | 4 | 0.17% | 0.18% | 0.18% | Q4 2021 | Q3 2022 | 4 |
NATIONAL PLANNING CORP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.15% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Asset Allocation Strategies LLC | 4 | 4 | 3.44% | 4.17% | 4.53% | Q4 2022 | Q3 2023 | 4 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Traynor Capital Management, Inc. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q3 2018 | 4 |
Evolution Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Beaumont Capital Management, LLC | 3 | 1 | 0.57% | 0.64% | 0.71% | Q1 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Ignite Planners, LLC | 3 | 1 | 0.13% | 0.31% | 0.40% | Q1 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 4 |
ALESCO ADVISORS LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2021 | 3 |
LWMG, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Trifecta Capital Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2022 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Cedar Mountain Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.16% | 0.17% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Continuum Advisory, LLC | 2 | 1 | 0.05% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 3 |
Barrett Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
JCIC Asset Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2015 | 3 |
McIlrath & Eck, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Hudock, Inc. | 3 | 3 | 0.86% | 0.88% | 0.92% | Q1 2023 | Q3 2023 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BROWN ADVISORY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Ascent Group, LLC | 2 | 1 | 0.15% | 0.21% | 0.29% | Q2 2022 | Q3 2023 | 3 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 3 |
SYM FINANCIAL Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Samalin Investment Counsel, LLC | 2 | 1 | 0.11% | 0.12% | 0.12% | Q4 2019 | Q1 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2012 | Q2 2013 | 3 |
Ameritas Investment Company, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
MARIETTA INVESTMENT PARTNERS LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2013 | Q4 2013 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 3 |
Beaumont Financial Advisors, LLC | 3 | 3 | 2.90% | 2.98% | 3.10% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
AdvisorNet Financial, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Citizens Business Bank | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q2 2015 | 3 |
GAMBLE JONES INVESTMENT COUNSEL | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
HARDING LOEVNER LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
DHK Financial Advisors, Inc. | 2 | 2 | 0.23% | 0.34% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 1.38% | 1.63% | 1.88% | Q2 2013 | Q3 2013 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q3 2018 | 2 |
B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GeoWealth Management, LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q1 2023 | 2 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 2 | 2 | 0.66% | 0.69% | 0.73% | Q2 2022 | Q3 2022 | 2 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.32% | 0.34% | 0.36% | Q1 2022 | Q3 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.09% | 0.53% | 0.98% | Q2 2023 | Q3 2023 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Moser Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 2 |
PVG ASSET MANAGEMENT CORP | 2 | 2 | 0.54% | 0.59% | 0.64% | Q3 2018 | Q4 2018 | 2 |
Strategic Wealth Partners Group, LLC | 2 | 2 | 0.07% | 0.15% | 0.23% | Q1 2018 | Q2 2018 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
First Personal Financial Services | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Center for Financial Planning, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q1 2022 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.05% | 0.07% | 0.09% | Q1 2017 | Q4 2019 | 2 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Weatherstone Capital Management | 1 | 1 | 0.13% | 0.19% | 0.25% | Q4 2013 | Q2 2014 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 2 | 2 | 0.50% | 0.50% | 0.51% | Q2 2020 | Q3 2020 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.07% | 0.12% | 0.17% | Q4 2016 | Q4 2020 | 2 |
CITY NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Janney Capital Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 2.26% | 2.43% | 2.60% | Q2 2023 | Q3 2023 | 2 |
EUDAIMONIA ADVISORS LLC | 2 | 2 | 0.15% | 0.18% | 0.20% | Q4 2021 | Q1 2022 | 2 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.14% | 0.15% | 0.17% | Q3 2020 | Q1 2021 | 2 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.22% | 0.23% | 0.25% | Q4 2017 | Q2 2018 | 2 |
TRUE Private Wealth Advisors | 2 | 2 | 0.29% | 0.30% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2013 | 2 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Lloyds Banking Group plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Kore Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
O'ROURKE & COMPANY, Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
QUANTUM CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Americana Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Valentine Capital Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Kelman-Lazarov, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEST CHESTER CAPITAL ADVISORS, INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2019 | Q2 2019 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
EWG Elevate Inc. | 1 | 1 | 1.33% | 1.33% | 1.33% | Q1 2020 | Q1 2020 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CONSILIO WEALTH ADVISORS, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2021 | Q4 2021 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Fiduciary Trust Co International of Pennsylvania | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2019 | Q1 2019 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Signify Wealth | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2022 | Q2 2022 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2015 | Q1 2015 | 1 |
LeJeune Puetz Investment Counsel LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Clarity Financial LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Empowered Funds, LLC | 1 | 1 | 2.37% | 2.37% | 2.37% | Q2 2022 | Q2 2022 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2018 | Q4 2018 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
STANCORP INVESTMENT ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2022 | Q2 2022 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2013 | Q1 2013 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Mirador Capital Partners LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2023 | Q2 2023 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2013 | Q2 2013 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2018 | Q3 2018 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Claro Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.