Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 98 |
Citadel Advisors | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 71 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.00% | 0.02% | Q1 2009 | Q3 2023 | 59 |
GOLDMAN SACHS GROUP INC | 23 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 45 |
Veritable, L.P. | 43 | 43 | 0.00% | 0.02% | 0.05% | Q4 2012 | Q2 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 43 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.10% | 0.21% | 0.29% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 30 | 11 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.01% | 0.07% | 0.20% | Q4 2013 | Q4 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
US BANCORP \DE\ | 41 | 41 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 19 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.03% | 0.16% | 0.36% | Q2 2013 | Q3 2022 | 38 |
Tower Research Capital LLC (TRC) | 21 | 1 | 0.00% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 38 |
TOTH FINANCIAL ADVISORY CORP | 38 | 38 | 0.00% | 0.66% | 1.24% | Q2 2013 | Q3 2022 | 38 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 7 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 38 |
JPMORGAN CHASE & CO | 32 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
FORVIS Wealth Advisors, LLC | 36 | 36 | 0.01% | 0.20% | 1.23% | Q2 2013 | Q1 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q3 2023 | 36 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 6 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 33 |
AlphaMark Advisors, LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Parallax Volatility Advisers, L.P. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2019 | 33 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 32 |
Oakworth Capital, Inc. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Gemmer Asset Management LLC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2022 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
CWM, LLC | 22 | 8 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 30 |
PITTENGER & ANDERSON INC | 30 | 30 | 0.06% | 0.12% | 0.21% | Q2 2013 | Q3 2020 | 30 |
Cutler Group LLC / CA | 7 | 2 | 0.00% | 0.00% | 0.07% | Q1 2016 | Q2 2023 | 29 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Destination Wealth Management | 28 | 28 | 0.05% | 0.09% | 0.14% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q4 2019 | 27 |
OPPENHEIMER & CO INC | 14 | 5 | 0.00% | 0.01% | 0.10% | Q1 2014 | Q2 2021 | 27 |
WHITTIER TRUST CO | 23 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 26 |
CREDIT SUISSE AG/ | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2022 | 26 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 11 | 0.00% | 0.12% | 0.53% | Q4 2013 | Q2 2020 | 26 |
MONROE BANK & TRUST/MI | 25 | 25 | 0.26% | 0.36% | 0.53% | Q2 2013 | Q2 2019 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 25 |
Family Firm, Inc. | 24 | 24 | 0.09% | 0.21% | 0.40% | Q4 2017 | Q3 2023 | 24 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.02% | 0.27% | Q4 2013 | Q3 2023 | 24 |
BESSEMER GROUP INC | 20 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Parallel Advisors, LLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2022 | 23 |
FMR LLC | 21 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
HSBC HOLDINGS PLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 23 |
NORTHERN TRUST CORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
CHEMUNG CANAL TRUST CO | 22 | 22 | 0.08% | 0.43% | 0.64% | Q2 2013 | Q3 2018 | 22 |
CAPTRUST FINANCIAL ADVISORS | 14 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 22 |
First Allied Advisory Services, Inc. | 15 | 3 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q4 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.10% | Q3 2018 | Q3 2023 | 21 |
KCM INVESTMENT ADVISORS LLC | 21 | 21 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q2 2018 | 21 |
Simmons Bank | 14 | 7 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q2 2022 | 21 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
St. Johns Investment Management Company, LLC | 18 | 2 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q2 2020 | 20 |
SUN LIFE FINANCIAL INC | 20 | 20 | 0.01% | 0.39% | 1.95% | Q4 2013 | Q3 2018 | 20 |
Capital Investment Advisory Services, LLC | 16 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Prestige Wealth Management Group LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 19 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 15 | 4 | 0.01% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 19 |
Geneos Wealth Management Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
SG Americas Securities, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 18 |
ASSETMARK, INC | 9 | 1 | 0.00% | 0.07% | 1.10% | Q3 2013 | Q3 2023 | 18 |
HYMAN CHARLES D | 15 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 18 |
Exchange Capital Management, Inc. | 10 | 8 | 0.00% | 0.03% | 0.25% | Q2 2013 | Q3 2018 | 18 |
HighTower Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 18 |
Community Bank, N.A. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
Patriot Wealth Management, Inc. | 16 | 2 | 0.50% | 1.20% | 1.48% | Q2 2013 | Q1 2018 | 18 |
Capital Advisory Group Advisory Services, LLC | 18 | 18 | 0.01% | 0.25% | 1.66% | Q1 2018 | Q2 2022 | 18 |
Virtu Financial LLC | 12 | 1 | 0.03% | 0.08% | 0.23% | Q3 2013 | Q4 2019 | 18 |
STIFEL FINANCIAL CORP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2023 | 18 |
Psagot Value Holdings Ltd. | 17 | 17 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2017 | 17 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q4 2021 | 17 |
FIRST NATIONAL TRUST CO | 17 | 17 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q2 2017 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
MML INVESTORS SERVICES, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 17 |
FIRST MERCHANTS CORP | 17 | 17 | 0.03% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
DAVENPORT & Co LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Tortoise Investment Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 16 |
JAMES INVESTMENT RESEARCH INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Orion Portfolio Solutions, LLC | 14 | 1 | 0.00% | 0.40% | 0.84% | Q4 2019 | Q3 2023 | 15 |
FIRST FINANCIAL CORP /IN/ | 15 | 15 | 0.01% | 0.12% | 0.18% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 15 |
First Citizens Financial Corp | 13 | 2 | 0.54% | 0.71% | 0.86% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2019 | 15 |
OLD SECOND NATIONAL BANK OF AURORA | 15 | 15 | 0.01% | 0.59% | 1.30% | Q2 2013 | Q4 2016 | 15 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 15 |
LBA Wealth Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2017 | 14 |
Timber Hill LLC | 10 | 4 | 0.00% | 0.27% | 0.81% | Q2 2013 | Q3 2019 | 14 |
Advanced Asset Management Advisors Inc | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.07% | 0.38% | Q1 2016 | Q3 2023 | 14 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 14 | 14 | 0.90% | 4.09% | 6.12% | Q2 2018 | Q3 2021 | 14 |
PRUDENTIAL FINANCIAL INC | 9 | 1 | 0.00% | 0.03% | 0.20% | Q2 2017 | Q2 2022 | 14 |
Field & Main Bank | 7 | 3 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2019 | 14 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q4 2016 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 13 |
Aveo Capital Partners, LLC | 13 | 13 | 0.09% | 0.45% | 1.00% | Q1 2019 | Q1 2022 | 13 |
BANK OF THE WEST | 13 | 13 | 0.03% | 0.08% | 0.13% | Q4 2013 | Q4 2016 | 13 |
TD Capital Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2022 | 13 |
B. Riley Wealth Advisors, Inc. | 8 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 13 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2020 | 13 |
FIRST MIDWEST BANK TRUST DIVISION | 13 | 13 | 0.03% | 0.09% | 0.13% | Q1 2014 | Q1 2017 | 13 |
Antonetti Capital Management LLC | 9 | 1 | 0.09% | 0.49% | 0.99% | Q2 2010 | Q3 2023 | 13 |
Karp Capital Management Corp | 12 | 1 | 0.01% | 1.56% | 2.16% | Q4 2018 | Q1 2022 | 13 |
NATIXIS | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
Axiom Investment Management LLC | 9 | 4 | 0.00% | 0.06% | 0.15% | Q1 2019 | Q4 2022 | 13 |
WFG Advisors, LP | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Stillwater Capital Advisors, LLC | 8 | 4 | 0.06% | 0.19% | 0.26% | Q2 2013 | Q4 2016 | 12 |
Manchester Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
HCR Wealth Advisors | 7 | 5 | 0.01% | 0.09% | 0.25% | Q1 2017 | Q4 2020 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TWO SIGMA INVESTMENTS, LP | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 3 | 1 | 0.00% | 0.07% | 0.33% | Q4 2013 | Q1 2020 | 12 |
Aureus Asset Management, LLC | 11 | 1 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q2 2016 | 12 |
Jackson, Grant Investment Advisers, Inc. | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2018 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
AdvisorNet Financial, Inc | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 11 |
Cresset Asset Management, LLC | 7 | 4 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2023 | 11 |
C M BIDWELL & ASSOCIATES LTD | 11 | 11 | 0.02% | 0.08% | 0.38% | Q2 2017 | Q4 2019 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.21% | 0.29% | 0.37% | Q4 2020 | Q2 2023 | 11 |
BARCLAYS PLC | 6 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q1 2021 | 11 |
COMERICA BANK | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9 | 2 | 0.01% | 0.03% | 0.21% | Q4 2018 | Q1 2023 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Hexagon Capital Partners LLC | 10 | 10 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Joel Isaacson & Co., LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q1 2015 | 10 |
Sunbelt Securities, Inc. | 4 | 1 | 0.00% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 1 | 0.01% | 0.07% | 0.12% | Q2 2015 | Q3 2018 | 10 |
FinTrust Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TWO SIGMA ADVISERS, LP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 10 |
BB&T SECURITIES, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2018 | 10 |
SYNOVUS FINANCIAL CORP | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 10 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2017 | 10 |
DSC Advisors, L.P. | 10 | 10 | 0.13% | 1.04% | 4.62% | Q4 2012 | Q1 2015 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 10 |
Brinker Capital Investments, LLC | 5 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q4 2016 | 9 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 1.04% | 5.18% | Q4 2013 | Q4 2018 | 9 |
Johnson Financial Group, Inc. | 5 | 2 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2015 | 9 |
Cable Hill Partners, LLC | 9 | 9 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q4 2016 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
Bristlecone Advisors, LLC | 9 | 9 | 0.07% | 0.10% | 0.15% | Q4 2015 | Q4 2017 | 9 |
Giralda Advisors, LLC | 8 | 1 | 2.21% | 3.97% | 13.18% | Q3 2013 | Q4 2015 | 9 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 1 | 0.00% | 0.02% | 0.17% | Q3 2016 | Q2 2019 | 9 |
Smart Portfolios, LLC | 4 | 1 | 0.22% | 0.61% | 1.14% | Q2 2013 | Q1 2022 | 8 |
COLONY GROUP LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 8 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q1 2018 | 8 |
INVESTMENT PARTNERS, LTD. | 8 | 8 | 0.06% | 0.13% | 0.16% | Q4 2020 | Q3 2022 | 8 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 6 | 2 | 0.03% | 0.05% | 0.07% | Q2 2016 | Q3 2018 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
WestEnd Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 1.20% | 2.57% | Q4 2021 | Q3 2023 | 8 |
MONTAG A & ASSOCIATES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
WEALTHSOURCE PARTNERS, LLC | 5 | 1 | 0.06% | 0.65% | 2.17% | Q1 2016 | Q3 2020 | 8 |
Mechanics Bank Trust Department | 8 | 8 | 0.06% | 0.10% | 0.17% | Q3 2016 | Q2 2018 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 8 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2022 | 8 |
SUNTRUST BANKS INC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2019 | 8 |
Essex LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q2 2023 | 8 |
TCI Wealth Advisors, Inc. | 5 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2023 | 8 |
NATIONAL PLANNING CORP | 3 | 1 | 0.00% | 0.11% | 0.23% | Q2 2013 | Q4 2016 | 8 |
Bison Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.19% | 0.34% | 0.52% | Q1 2021 | Q4 2022 | 8 |
Commonwealth Financial Services, LLC | 4 | 4 | 0.03% | 0.51% | 3.21% | Q4 2014 | Q1 2017 | 8 |
Trust Co | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Retirement Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AJ WEALTH STRATEGIES, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
TRUST CO OF VERMONT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
U.S. Capital Wealth Advisors, LLC | 5 | 2 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
Tibra Equities Europe Ltd | 4 | 1 | 0.06% | 0.60% | 1.70% | Q2 2018 | Q3 2020 | 7 |
Signature Wealth Management Partners, LLC | 7 | 7 | 0.22% | 0.24% | 0.26% | Q4 2020 | Q2 2022 | 7 |
Crosspoint Capital Strategies, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2020 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Baird Financial Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
OPPENHEIMER ASSET MANAGEMENT INC. | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 7 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 7 |
CX Institutional | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 7 |
Fisher Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
JOHNSON INVESTMENT COUNSEL INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
SevenBridge Financial Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2014 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Kalos Management, Inc. | 3 | 2 | 0.01% | 0.12% | 0.44% | Q1 2020 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Mariner, LLC | 4 | 1 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q3 2016 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.10% | 0.50% | Q1 2017 | Q4 2022 | 6 |
XPONANCE, INC. | 5 | 1 | 0.13% | 0.17% | 0.26% | Q1 2014 | Q3 2015 | 6 |
Krilogy Financial LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2017 | 6 |
Arlington Capital Management, Inc. | 6 | 6 | 8.23% | 10.17% | 15.36% | Q1 2016 | Q2 2017 | 6 |
StrategIQ Financial Group, LLC | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2017 | Q3 2018 | 6 |
PagnatoKarp Partners LLC | 6 | 6 | 0.29% | 0.34% | 0.37% | Q4 2018 | Q1 2020 | 6 |
Private Capital Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
L & S Advisors Inc | 3 | 1 | 0.06% | 0.11% | 0.23% | Q1 2015 | Q4 2016 | 6 |
Ulland Investment Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2023 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
Intellectus Partners, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 6 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2016 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.14% | 5.22% | 9.31% | Q4 2014 | Q1 2016 | 6 |
North Star Investment Management Corp. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Madden Advisory Services, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Leisure Capital Management | 6 | 6 | 0.42% | 0.81% | 1.00% | Q4 2016 | Q1 2018 | 6 |
Ifrah Financial Services, Inc. | 4 | 1 | 0.08% | 0.14% | 0.16% | Q1 2015 | Q3 2018 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Sargent Bickham Lagudis LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
WINTRUST INVESTMENTS LLC | 4 | 2 | 0.22% | 0.25% | 0.29% | Q2 2020 | Q4 2021 | 6 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2016 | 6 |
GREENLEAF TRUST | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 6 |
WEATHERLY ASSET MANAGEMENT L. P. | 5 | 1 | 0.07% | 0.11% | 0.13% | Q2 2013 | Q2 2016 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
CUMBERLAND ADVISORS INC | 4 | 2 | 1.86% | 3.25% | 5.09% | Q1 2014 | Q1 2020 | 6 |
ASHFORD CAPITAL MANAGEMENT INC | 6 | 6 | 0.13% | 0.28% | 0.39% | Q4 2017 | Q1 2019 | 6 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
ClearBridge Investments | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Planned Solutions, Inc. | 4 | 1 | 0.58% | 1.86% | 3.66% | Q3 2020 | Q4 2021 | 5 |
Pinnacle Summer Investments, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 5 |
Virtus Fund Advisers, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Placemark Investments, Inc. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 5 |
Clal Insurance Enterprises Holdings Ltd | 4 | 1 | 0.09% | 1.23% | 1.62% | Q4 2014 | Q2 2016 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.12% | 0.45% | Q3 2013 | Q4 2018 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2016 | 5 |
Quantitative Advantage, LLC | 4 | 1 | 1.37% | 2.65% | 3.07% | Q1 2016 | Q1 2020 | 5 |
BKS ADVISORS, LLC | 5 | 5 | 0.57% | 0.61% | 0.64% | Q1 2015 | Q1 2016 | 5 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 5 |
MONETARY MANAGEMENT GROUP INC | 5 | 5 | 0.06% | 0.10% | 0.12% | Q3 2017 | Q3 2018 | 5 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q2 2017 | 5 |
Concert Wealth Management Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q3 2016 | 5 |
Arcus Capital Partners, LLC | 5 | 5 | 0.47% | 0.58% | 0.66% | Q1 2018 | Q1 2019 | 5 |
CULLEN/FROST BANKERS, INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 5 |
Retirement Planning Group, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Anchor Investment Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
STEEL GROVE CAPITAL ADVISORS, LLC | 3 | 1 | 0.05% | 0.20% | 0.62% | Q4 2015 | Q4 2017 | 5 |
Sandy Spring Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Schonfeld Strategic Advisors LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
BAILARD, INC. | 5 | 5 | 0.02% | 0.04% | 0.04% | Q4 2018 | Q4 2019 | 5 |
SIGMA INVESTMENT COUNSELORS INC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q4 2021 | 5 |
Lehman & Derafelo Financial Resources LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
CENTRAL TRUST Co | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2019 | 4 |
J. Goldman & Co LP | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LifePlan Financial Group, Inc | 4 | 4 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2014 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
ST GERMAIN D J CO INC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q4 2016 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.03% | 0.06% | Q3 2014 | Q2 2015 | 4 |
CHICAGO TRUST Co NA | 4 | 4 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Osborn Williams & Donohoe LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q1 2019 | Q4 2019 | 4 |
Janney Montgomery Scott LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q4 2020 | 4 |
First Horizon Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
BlackRock Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Alpine Global Management, LLC | 1 | 1 | 0.08% | 0.25% | 0.62% | Q2 2014 | Q4 2019 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bridge Advisory, LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q1 2021 | Q4 2021 | 4 |
Busey Bank | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q3 2022 | 4 |
Covington Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Blue Chip Partners, LLC | 4 | 4 | 0.02% | 0.03% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Nuveen Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Verition Fund Management LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q4 2017 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
One Charles Private Wealth Services, LLC | 3 | 1 | 0.14% | 0.17% | 0.19% | Q4 2021 | Q1 2023 | 4 |
Rothschild Capital Partners, LLC | 4 | 4 | 0.74% | 1.14% | 1.55% | Q3 2017 | Q2 2018 | 4 |
Cetera Advisors LLC | 2 | 2 | 0.00% | 0.05% | 0.10% | Q2 2016 | Q2 2019 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
United Asset Strategies, Inc. | 3 | 1 | 1.50% | 1.68% | 1.94% | Q2 2013 | Q2 2014 | 4 |
VALLEY NATIONAL ADVISERS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.38% | 0.70% | 1.02% | Q4 2022 | Q3 2023 | 4 |
Ritter Daniher Financial Advisory LLC / DE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
First Heartland Consultants, Inc. | 2 | 1 | 0.01% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Lattice Strategies LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q1 2014 | Q4 2014 | 4 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 3.36% | 3.89% | 4.47% | Q1 2020 | Q1 2021 | 4 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.24% | 0.96% | Q4 2016 | Q3 2021 | 4 |
Founders Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
CINQUE PARTNERS LLC | 4 | 4 | 0.94% | 0.96% | 0.99% | Q2 2013 | Q1 2014 | 4 |
Syntal Capital Partners, LLC | 2 | 1 | 0.27% | 0.44% | 0.74% | Q1 2014 | Q3 2019 | 3 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 3 |
Front Row Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
PEAPACK GLADSTONE FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Future Financial Wealth Managment LLC | 2 | 1 | 0.01% | 0.23% | 0.68% | Q4 2020 | Q1 2022 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.28% | 0.57% | Q3 2015 | Q1 2023 | 3 |
Trexquant Investment LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
HERBST GROUP, LLC | 3 | 3 | 0.79% | 1.04% | 1.19% | Q4 2021 | Q2 2022 | 3 |
Dakota Wealth Management | 3 | 3 | 0.38% | 0.44% | 0.55% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Mariner Wealth Advisors-Madison, LLC | 3 | 3 | 0.22% | 0.25% | 0.26% | Q1 2013 | Q3 2013 | 3 |
Atria Investments, Inc | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2019 | 3 |
D.A. DAVIDSON & CO. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 3 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
MainStreet Investment Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2018 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
FIRST UNITED BANK & TRUST | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2018 | Q3 2018 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Parsec Financial Management, Inc. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 3 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
SII INVESTMENTS INC/WI | 3 | 3 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q4 2013 | 3 |
S. R. Schill & Associates | 3 | 3 | 1.69% | 1.95% | 2.16% | Q4 2018 | Q2 2019 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2022 | 3 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2022 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q1 2023 | 3 |
Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q4 2022 | 3 |
Virtue Capital Management, LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q1 2023 | 3 |
CAPE COD FIVE CENTS SAVINGS BANK | 3 | 3 | 0.11% | 0.18% | 0.24% | Q1 2017 | Q3 2017 | 3 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 1 | 0.13% | 0.14% | 0.16% | Q2 2013 | Q1 2014 | 3 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.03% | 0.08% | Q2 2011 | Q2 2019 | 3 |
Bank of Kentucky, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2014 | Q2 2015 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Phoenix Holdings Ltd. | 3 | 3 | 0.51% | 1.47% | 2.03% | Q1 2022 | Q3 2022 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 1 | 0.04% | 0.07% | 0.09% | Q3 2013 | Q1 2018 | 3 |
Allworth Financial LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 3 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 3 |
Capital Analysts, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 3 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2017 | Q2 2018 | 3 |
Hudson Bay Capital Management LP | 2 | 1 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q2 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Private Advisory Group LLC | 3 | 3 | 0.08% | 0.14% | 0.27% | Q3 2022 | Q1 2023 | 3 |
West Oak Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 0.02% | 0.06% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Ironwood Investment Counsel, LLC | 3 | 3 | 0.06% | 0.08% | 0.08% | Q4 2021 | Q2 2022 | 3 |
BlueCrest Capital Management Ltd | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.10% | 0.14% | 0.16% | Q2 2013 | Q4 2013 | 3 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Brookstone Capital Management | 1 | 1 | 0.85% | 0.90% | 0.96% | Q2 2016 | Q4 2016 | 2 |
TEXAS PERMANENT SCHOOL FUND CORP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
J Arnold Wealth Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.36% | 0.54% | 0.71% | Q2 2013 | Q2 2016 | 2 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 2 |
BRYN MAWR TRUST Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q2 2013 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q4 2022 | 2 |
Cullen Capital Management, LLC | 1 | 1 | 0.03% | 0.94% | 1.85% | Q2 2018 | Q2 2020 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q1 2023 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
Beta Wealth Group, Inc. | 1 | 1 | 0.31% | 0.42% | 0.53% | Q4 2022 | Q3 2023 | 2 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.06% | 0.17% | 0.28% | Q1 2009 | Q2 2019 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.20% | 0.27% | 0.33% | Q4 2018 | Q1 2019 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Horizon Investments, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q1 2016 | Q2 2016 | 2 |
PVG Asset Management | 1 | 1 | 0.31% | 0.72% | 1.12% | Q1 2015 | Q2 2016 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2020 | 2 |
ProVise Management Group, LLC | 1 | 1 | 0.06% | 0.12% | 0.18% | Q3 2013 | Q4 2015 | 2 |
Laidlaw Wealth Management LLC | 2 | 2 | 0.14% | 0.16% | 0.17% | Q4 2022 | Q1 2023 | 2 |
Canal Capital Management, LLC | 2 | 2 | 2.88% | 3.08% | 3.28% | Q3 2016 | Q4 2016 | 2 |
Rock Point Advisors, LLC | 2 | 2 | 0.56% | 0.58% | 0.60% | Q4 2022 | Q1 2023 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2013 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.44% | 0.56% | 0.68% | Q2 2018 | Q3 2018 | 2 |
Winch Advisory Services, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2016 | Q3 2016 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 1.06% | 1.09% | 1.12% | Q1 2016 | Q2 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.04% | 0.08% | 0.12% | Q1 2016 | Q4 2017 | 2 |
Annex Advisory Services, LLC | 2 | 2 | 0.22% | 0.25% | 0.29% | Q2 2013 | Q3 2013 | 2 |
SFMG, LLC | 2 | 2 | 4.93% | 4.98% | 5.04% | Q2 2016 | Q3 2016 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2022 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.11% | 0.22% | Q4 2018 | Q4 2022 | 2 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.10% | 0.17% | 0.24% | Q4 2021 | Q4 2022 | 2 |
Delek Group, Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Jefferies Group LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q1 2017 | 2 |
Braver Wealth Management, LLC | 1 | 1 | 0.54% | 0.89% | 1.25% | Q2 2016 | Q4 2016 | 2 |
Noven Financial Group, Inc. | 2 | 2 | 0.08% | 0.12% | 0.16% | Q2 2016 | Q3 2016 | 2 |
AMP Capital Investors Ltd | 1 | 1 | 0.15% | 0.26% | 0.37% | Q3 2018 | Q3 2019 | 2 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 2 |
Richard C. Young & CO., LTD. | 1 | 1 | 0.88% | 1.46% | 2.04% | Q4 2021 | Q4 2022 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 2 | 0.04% | 0.07% | 0.09% | Q1 2016 | Q2 2016 | 2 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.18% | 0.36% | Q4 2013 | Q2 2015 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.07% | 0.15% | Q4 2013 | Q3 2018 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 2 | 2 | 1.62% | 1.64% | 1.66% | Q3 2016 | Q4 2016 | 2 |
Integrated Advisors Network LLC | 1 | 1 | 0.19% | 0.20% | 0.20% | Q4 2021 | Q3 2022 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 2 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BENJAMIN EDWARDS INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
STRATEGIC WEALTH MANAGEMENT INC | 2 | 2 | 1.44% | 1.62% | 1.80% | Q1 2013 | Q2 2013 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Kore Private Wealth LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q1 2022 | 2 |
FIRST INTERSTATE BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Davis Capital Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Prostatis Group LLC | 2 | 2 | 0.03% | 0.07% | 0.11% | Q1 2023 | Q2 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.17% | 0.37% | 0.57% | Q1 2015 | Q2 2016 | 2 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2 | 2 | 1.45% | 1.60% | 1.74% | Q4 2022 | Q1 2023 | 2 |
JB Capital LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 2 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2013 | Q3 2013 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q1 2017 | 1 |
Geneva Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Rench Wealth Management, Inc. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2022 | Q4 2022 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
PEAK6 Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Mount Lucas Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Brown Miller Wealth Management, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2022 | Q4 2022 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Walleye Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2019 | Q4 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Commonwealth Retirement Investments LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2022 | Q4 2022 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
FORESTERS ASSET MANAGEMENT INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 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 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
REAVES W H & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
USCA RIA LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BANK HAPOALIM BM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2016 | Q2 2016 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2016 | Q3 2016 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2018 | Q3 2018 | 1 |
JANA PARTNERS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2016 | Q2 2016 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Meru Capital Group, LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2017 | Q1 2017 | 1 |
Main Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Russell Investments Group, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
First American Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
VICUS CAPITAL | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2013 | Q2 2013 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2022 | Q4 2022 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2016 | Q4 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2019 | Q1 2019 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2014 | Q3 2014 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
Occidental Asset Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2016 | Q4 2016 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Polianta Ltd | 1 | 1 | 7.33% | 7.33% | 7.33% | Q3 2019 | Q3 2019 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Advisory Resource Group | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Chesapeake Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Custos Family Office, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2014 | Q1 2014 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.