Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 70 |
HUNTINGTON NATIONAL BANK | 38 | 10 | 0.00% | 0.01% | 0.02% | Q1 2009 | Q3 2023 | 50 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 46 |
GOLDMAN SACHS GROUP INC | 39 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 44 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 0.11% | 0.15% | 0.18% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Stillwater Capital Advisors, LLC | 42 | 42 | 0.26% | 0.77% | 1.26% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.18% | 2.02% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.12% | 1.07% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.20% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 41 |
JPMORGAN CHASE & CO | 32 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
DUNCKER STREETT & CO INC | 25 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 31 | 10 | 0.01% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 32 | 8 | 0.01% | 0.08% | 0.35% | Q2 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
AlphaMark Advisors, LLC | 39 | 39 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 39 |
OPPENHEIMER & CO INC | 25 | 14 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 39 |
Cetera Advisor Networks LLC | 37 | 2 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 30 | 8 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 38 |
Prospera Financial Services Inc | 29 | 3 | 0.05% | 0.82% | 4.71% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Private Advisor Group, LLC | 28 | 1 | 0.01% | 0.02% | 0.10% | Q4 2013 | Q3 2023 | 36 |
Hartford Financial Management Inc. | 22 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 36 |
STEPHENS INC /AR/ | 14 | 1 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.11% | 0.68% | Q3 2013 | Q3 2023 | 34 |
CREDIT SUISSE AG/ | 17 | 2 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q3 2022 | 34 |
FMR LLC | 29 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 34 |
Bray Capital Advisors | 30 | 4 | 0.00% | 0.25% | 0.66% | Q1 2015 | Q3 2023 | 34 |
Cetera Advisors LLC | 22 | 12 | 0.01% | 0.03% | 0.11% | Q4 2013 | Q3 2023 | 34 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q1 2022 | 33 |
ASSETMARK, INC | 25 | 2 | 0.00% | 0.33% | 2.00% | Q3 2013 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
SONATA CAPITAL GROUP INC | 19 | 1 | 0.11% | 0.25% | 0.64% | Q4 2014 | Q3 2023 | 33 |
NAVELLIER & ASSOCIATES INC | 8 | 1 | 0.01% | 0.54% | 1.52% | Q3 2012 | Q3 2023 | 32 |
Barrett Asset Management, LLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2021 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.02% | 0.11% | Q1 2016 | Q3 2023 | 31 |
CWM, LLC | 22 | 1 | 0.00% | 0.04% | 0.49% | Q3 2015 | Q3 2023 | 31 |
Snowden Capital Advisors LLC | 22 | 8 | 0.06% | 0.09% | 0.22% | Q1 2016 | Q3 2023 | 30 |
WHITTIER TRUST CO OF NEVADA INC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Bank of New York Mellon Corp | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 29 |
SCOTIA CAPITAL INC. | 28 | 1 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 29 |
DAVENPORT & Co LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 15 | 6 | 0.00% | 0.03% | 0.10% | Q3 2014 | Q4 2021 | 28 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 28 | 28 | 0.01% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Allworth Financial LP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.10% | 0.76% | Q2 2013 | Q4 2019 | 27 |
Simmons Bank | 27 | 27 | 0.05% | 0.07% | 0.08% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.03% | 0.11% | Q2 2017 | Q3 2023 | 26 |
WHITTIER TRUST CO | 25 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 26 |
COLONY GROUP LLC | 23 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 26 |
IHT Wealth Management, LLC | 20 | 6 | 0.01% | 0.09% | 0.21% | Q4 2016 | Q3 2023 | 26 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.02% | 0.05% | 0.11% | Q2 2017 | Q2 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.07% | 0.48% | Q4 2016 | Q3 2023 | 25 |
MONROE BANK & TRUST/MI | 25 | 25 | 0.09% | 0.16% | 0.39% | Q2 2013 | Q2 2019 | 25 |
First Allied Advisory Services, Inc. | 10 | 1 | 0.01% | 0.05% | 0.19% | Q2 2013 | Q3 2020 | 25 |
Coastal Bridge Advisors, LLC | 25 | 25 | 0.13% | 0.17% | 0.22% | Q3 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.06% | 0.53% | Q1 2017 | Q3 2023 | 25 |
Front Row Advisors LLC | 24 | 24 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 14 | 10 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Moloney Securities Asset Management, LLC | 19 | 5 | 0.06% | 0.14% | 0.73% | Q3 2017 | Q3 2023 | 24 |
Transamerica Financial Advisors, Inc. | 11 | 1 | 0.00% | 0.83% | 5.37% | Q2 2013 | Q2 2020 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.02% | 0.08% | 0.37% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
OPTIMUM INVESTMENT ADVISORS | 24 | 24 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2023 | 24 |
Baystate Wealth Management LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Chesapeake Wealth Management | 23 | 23 | 0.09% | 0.14% | 0.21% | Q1 2018 | Q3 2023 | 23 |
RAYMOND JAMES TRUST N.A. | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Glenview Trust Co | 20 | 1 | 0.01% | 0.04% | 0.10% | Q4 2015 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
CHEMICAL BANK | 12 | 11 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q2 2019 | 23 |
Creative Planning | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2018 | 22 |
PLANNING DIRECTIONS INC | 14 | 8 | 0.59% | 0.91% | 1.27% | Q1 2018 | Q3 2023 | 22 |
BlackRock Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 22 |
TRUIST FINANCIAL CORP | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 10 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 21 |
Gradient Investments LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 21 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 20 | 20 | 0.18% | 0.24% | 0.46% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
RPg Family Wealth Advisory, LLC | 8 | 1 | 0.00% | 0.18% | 0.38% | Q1 2016 | Q1 2022 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.15% | 0.20% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Highlander Capital Management, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BAILARD, INC. | 20 | 20 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
CENTRAL TRUST Co | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Belpointe Asset Management LLC | 16 | 1 | 0.02% | 0.04% | 0.09% | Q3 2017 | Q1 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
SIGNATUREFD, LLC | 17 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 19 |
NewEdge Advisors, LLC | 14 | 1 | 0.00% | 0.06% | 0.16% | Q2 2017 | Q3 2023 | 19 |
Ferris Capital, LLC | 16 | 3 | 0.21% | 0.26% | 0.44% | Q2 2017 | Q1 2022 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Destination Wealth Management | 13 | 6 | 0.00% | 0.15% | 0.25% | Q1 2013 | Q2 2019 | 19 |
Shulman DeMeo Asset Management LLC | 9 | 9 | 0.46% | 0.61% | 1.75% | Q1 2019 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
SII INVESTMENTS INC/WI | 10 | 8 | 0.03% | 0.10% | 0.26% | Q2 2013 | Q4 2017 | 18 |
Parsec Financial Management, Inc. | 18 | 18 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 18 |
Peachtree Investment Advisors, Inc. | 18 | 18 | 0.02% | 0.43% | 0.63% | Q3 2014 | Q4 2018 | 18 |
SG Americas Securities, LLC | 7 | 5 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q2 2019 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.02% | 0.10% | 0.35% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 14 | 4 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 18 |
Evercore Wealth Management, LLC | 12 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 18 |
NORTHERN TRUST CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
Regal Investment Advisors LLC | 10 | 7 | 0.02% | 0.10% | 0.39% | Q2 2013 | Q2 2018 | 17 |
Essex Financial Services, Inc. | 17 | 17 | 0.06% | 0.07% | 0.08% | Q4 2013 | Q4 2017 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Hilltop Holdings Inc. | 12 | 2 | 0.03% | 0.17% | 0.56% | Q2 2013 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 17 |
ADELL HARRIMAN & CARPENTER INC | 17 | 17 | 0.08% | 0.10% | 0.14% | Q3 2019 | Q3 2023 | 17 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.09% | 0.19% | Q4 2016 | Q1 2023 | 17 |
SUMMIT FINANCIAL GROUP, INC. | 14 | 3 | 0.11% | 0.13% | 0.14% | Q2 2019 | Q3 2023 | 17 |
MV CAPITAL MANAGEMENT, INC. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2018 | 17 |
Sandy Spring Bank | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Winfield Associates, Inc. | 17 | 17 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q4 2017 | 17 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 16 | 16 | 1.90% | 2.53% | 3.51% | Q4 2019 | Q3 2023 | 16 |
IFG Advisory, LLC | 15 | 1 | 0.05% | 0.08% | 0.12% | Q3 2019 | Q3 2023 | 16 |
Clearstead Advisors, LLC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Risk Paradigm Group, LLC | 16 | 16 | 0.18% | 0.75% | 1.41% | Q1 2015 | Q4 2018 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.02% | 0.09% | 0.26% | Q4 2019 | Q3 2023 | 16 |
PARK NATIONAL CORP /OH/ | 16 | 16 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q2 2021 | 16 |
Choate Investment Advisors | 16 | 16 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2022 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.27% | 0.33% | 0.55% | Q4 2019 | Q3 2023 | 16 |
WEALTH ADVISORS, INC. | 16 | 16 | 0.56% | 0.88% | 1.47% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
BigSur Wealth Management LLC | 16 | 16 | 0.31% | 0.35% | 0.40% | Q1 2018 | Q4 2021 | 16 |
BAROMETER CAPITAL MANAGEMENT INC. | 15 | 1 | 0.14% | 0.31% | 0.55% | Q4 2013 | Q4 2019 | 16 |
FIRST MERCHANTS CORP | 11 | 5 | 0.02% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 16 |
Zurich Insurance Group Ltd/FI | 15 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.00% | 0.07% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Heritage Wealth Advisors | 15 | 15 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q2 2022 | 15 |
AE Wealth Management LLC | 13 | 2 | 0.01% | 0.03% | 0.12% | Q2 2019 | Q3 2023 | 15 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.14% | 0.43% | 0.92% | Q4 2016 | Q3 2023 | 15 |
Bartlett & Co. LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2023 | 15 |
First Citizens Financial Corp | 13 | 2 | 2.82% | 3.06% | 3.25% | Q4 2019 | Q3 2023 | 15 |
Samalin Investment Counsel, LLC | 14 | 1 | 0.13% | 0.20% | 0.24% | Q4 2019 | Q3 2023 | 15 |
Cetera Investment Advisers | 12 | 3 | 0.01% | 0.04% | 0.12% | Q3 2019 | Q3 2023 | 15 |
Maryland Capital Management | 8 | 7 | 0.02% | 0.06% | 0.14% | Q3 2013 | Q2 2018 | 15 |
Modus Advisors, LLC | 15 | 15 | 1.44% | 1.99% | 2.16% | Q2 2020 | Q4 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q4 2019 | 15 |
Nikulski Financial, Inc. | 15 | 15 | 0.30% | 0.42% | 0.61% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
D.A. DAVIDSON & CO. | 9 | 6 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Virtue Capital Management, LLC | 4 | 3 | 0.10% | 0.22% | 0.38% | Q4 2017 | Q3 2023 | 14 |
Mariner, LLC | 7 | 1 | 0.00% | 0.14% | 0.38% | Q3 2013 | Q3 2023 | 14 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 14 |
Kovack Advisors, Inc. | 7 | 1 | 0.06% | 0.13% | 0.22% | Q1 2018 | Q2 2022 | 14 |
Concert Wealth Management Inc. | 7 | 1 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q1 2017 | 14 |
WESPAC Advisors, LLC | 6 | 2 | 0.16% | 0.90% | 1.79% | Q2 2013 | Q4 2021 | 14 |
Virtu KCG Holdings LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q2 2017 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.10% | 0.15% | 0.20% | Q4 2013 | Q1 2017 | 14 |
BB&T SECURITIES, LLC | 8 | 6 | 0.00% | 0.11% | 0.32% | Q2 2013 | Q4 2017 | 14 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.05% | 0.19% | Q4 2013 | Q3 2023 | 14 |
COMMERCE BANK | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Ellis Investment Partners, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 13 |
WESPAC Advisors SoCal, LLC | 10 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 13 |
Atria Investments, Inc | 6 | 3 | 0.02% | 0.49% | 1.47% | Q2 2013 | Q4 2021 | 13 |
Meridian Wealth Management, LLC | 11 | 1 | 0.01% | 0.05% | 0.16% | Q1 2018 | Q3 2023 | 13 |
Abbrea Capital, LLC | 12 | 1 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q3 2023 | 13 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 10 | 3 | 0.00% | 0.65% | 2.23% | Q4 2014 | Q3 2018 | 13 |
Ironwood Financial, llc | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2021 | 13 |
D L CARLSON INVESTMENT GROUP INC | 13 | 13 | 0.06% | 0.46% | 0.79% | Q3 2020 | Q3 2023 | 13 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
BREMER TRUST NATIONAL ASSOCIATION | 8 | 1 | 0.04% | 0.06% | 0.07% | Q2 2015 | Q4 2018 | 13 |
SouthState Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
WESTPORT RESOURCES MANAGEMENT INC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2016 | 13 |
Kalos Management, Inc. | 11 | 1 | 0.05% | 0.45% | 1.64% | Q4 2017 | Q2 2023 | 13 |
Winslow, Evans & Crocker, Inc. | 13 | 13 | 0.02% | 0.10% | 0.37% | Q4 2013 | Q4 2016 | 13 |
JOHNSON INVESTMENT COUNSEL INC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2023 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Castle Rock Wealth Management, LLC | 12 | 12 | 0.13% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 12 |
MORGAN JESS S & CO INC | 12 | 12 | 2.92% | 3.17% | 3.67% | Q4 2019 | Q3 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.17% | 1.04% | 1.83% | Q4 2020 | Q3 2023 | 12 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.22% | 0.63% | Q3 2013 | Q4 2018 | 12 |
MinichMacGregor Wealth Management, LLC | 12 | 12 | 0.12% | 1.84% | 3.52% | Q4 2020 | Q3 2023 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 0.28% | 0.47% | 0.64% | Q4 2020 | Q3 2023 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.60% | 0.91% | 1.24% | Q4 2020 | Q3 2023 | 12 |
CAPITAL GUARDIAN TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2017 | 11 |
Beaumont Financial Partners, LLC | 5 | 3 | 0.05% | 2.24% | 6.84% | Q2 2013 | Q3 2018 | 11 |
Sunbelt Securities, Inc. | 8 | 3 | 0.01% | 0.19% | 0.38% | Q3 2017 | Q3 2023 | 11 |
Beirne Wealth Consulting Services, LLC | 11 | 11 | 0.15% | 0.19% | 0.24% | Q3 2019 | Q1 2022 | 11 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2019 | 11 |
Sigma Planning Corp | 4 | 2 | 0.01% | 0.06% | 0.12% | Q4 2014 | Q3 2020 | 11 |
Better Money Decisions, LLC | 11 | 11 | 0.26% | 0.31% | 0.37% | Q1 2021 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.00% | 0.32% | 1.15% | Q1 2019 | Q3 2021 | 11 |
BlackRock Investment Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q4 2016 | 11 |
MARCO INVESTMENT MANAGEMENT LLC | 7 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 0.06% | 0.13% | Q4 2013 | Q2 2019 | 11 |
Private Wealth Advisors, Inc. | 5 | 2 | 0.08% | 0.11% | 0.26% | Q3 2017 | Q4 2020 | 11 |
Founders Financial Alliance, LLC | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2020 | 11 |
SPC Financial, Inc. | 11 | 11 | 1.54% | 1.85% | 2.42% | Q2 2013 | Q4 2015 | 11 |
LINCOLN NATIONAL CORP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
First Heartland Consultants, Inc. | 3 | 1 | 0.07% | 0.16% | 0.24% | Q2 2013 | Q1 2023 | 11 |
Wealthspire Advisors, L.P. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2019 | 11 |
PETTYJOHN, WOOD & WHITE, INC | 5 | 1 | 0.05% | 0.07% | 0.13% | Q2 2014 | Q4 2021 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Rollins Financial | 8 | 3 | 0.10% | 0.49% | 0.98% | Q4 2020 | Q3 2023 | 11 |
PRINCETON CAPITAL MANAGEMENT LLC | 6 | 5 | 0.00% | 0.04% | 0.10% | Q3 2018 | Q1 2022 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.12% | 0.14% | 0.15% | Q4 2020 | Q3 2023 | 11 |
TimeScale Financial, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2017 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.06% | 0.13% | 0.17% | Q1 2021 | Q3 2023 | 10 |
Country Club Trust Company, n.a. | 6 | 4 | 0.02% | 0.04% | 0.08% | Q4 2015 | Q4 2021 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
New England Investment & Retirement Group, Inc. | 5 | 5 | 1.78% | 5.29% | 7.19% | Q1 2017 | Q3 2021 | 10 |
BLACKROCK ADVISORS LLC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q3 2014 | Q4 2016 | 10 |
Family Firm, Inc. | 6 | 4 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q3 2023 | 10 |
KCM INVESTMENT ADVISORS LLC | 6 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Kovitz Investment Group Partners, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 10 |
FIRST TRUST ADVISORS LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
CX Institutional | 6 | 4 | 0.01% | 0.07% | 0.30% | Q4 2020 | Q2 2023 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 10 |
GRIMES & COMPANY, INC. | 10 | 10 | 0.19% | 1.23% | 1.94% | Q2 2016 | Q3 2018 | 10 |
St. Johns Investment Management Company, LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.12% | Q1 2021 | Q3 2023 | 10 |
PRUDENTIAL FINANCIAL INC | 10 | 10 | 0.00% | 0.02% | 0.14% | Q2 2021 | Q3 2023 | 10 |
M&T BANK CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2022 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 1 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q2 2021 | 9 |
Mandatum Life Insurance Co Ltd | 5 | 1 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q1 2022 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Carroll Financial Associates, Inc. | 8 | 1 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q4 2021 | 9 |
Fulcrum Equity Management | 5 | 4 | 0.14% | 1.67% | 5.33% | Q1 2019 | Q2 2021 | 9 |
Essex LLC | 9 | 9 | 0.42% | 0.55% | 0.61% | Q3 2021 | Q3 2023 | 9 |
Garde Capital, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
SUNTRUST BANKS INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 9 |
Qube Research & Technologies Ltd | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
COMERICA SECURITIES,INC. | 9 | 9 | 0.02% | 0.10% | 0.19% | Q4 2020 | Q4 2022 | 9 |
C M BIDWELL & ASSOCIATES LTD | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FIFTH THIRD BANCORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 9 |
Hanson & Doremus Investment Management | 9 | 9 | 0.02% | 0.03% | 0.07% | Q4 2016 | Q4 2018 | 9 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.01% | 0.04% | 0.12% | Q4 2017 | Q1 2023 | 9 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 8 | 8 | 0.16% | 0.18% | 0.20% | Q3 2020 | Q2 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Janney Capital Management LLC | 5 | 3 | 0.01% | 0.49% | 1.58% | Q4 2013 | Q1 2016 | 8 |
Vontobel Swiss Wealth Advisors AG | 8 | 8 | 1.83% | 2.83% | 4.89% | Q4 2016 | Q3 2018 | 8 |
Commonwealth Financial Services, LLC | 4 | 1 | 0.06% | 1.27% | 3.56% | Q4 2014 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Joel Isaacson & Co., LLC | 8 | 8 | 0.03% | 0.08% | 0.15% | Q4 2016 | Q3 2018 | 8 |
Cadent Capital Advisors, LLC | 5 | 3 | 0.09% | 1.18% | 2.01% | Q4 2020 | Q3 2023 | 8 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q1 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 1.14% | 1.22% | 1.34% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.22% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Teamwork Financial Advisors, LLC | 8 | 8 | 0.09% | 0.23% | 0.29% | Q3 2020 | Q2 2022 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Accel Wealth Management | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.05% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.20% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2018 | 8 |
Financial Architects, Inc | 6 | 2 | 0.09% | 0.18% | 0.25% | Q2 2013 | Q2 2015 | 8 |
WFG Advisors, LP | 8 | 8 | 0.01% | 0.28% | 0.81% | Q2 2013 | Q1 2015 | 8 |
Brookstone Capital Management | 2 | 1 | 0.00% | 0.28% | 0.88% | Q4 2013 | Q3 2023 | 8 |
DEUTSCHE BANK AG\ | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2018 | 8 |
Financial Partners Group, Inc | 8 | 8 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q2 2022 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.89% | 1.10% | 1.58% | Q4 2021 | Q3 2023 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.33% | 0.40% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.18% | 0.37% | Q2 2013 | Q4 2014 | 7 |
Demars Financial Group, LLC | 7 | 7 | 0.51% | 0.71% | 1.14% | Q2 2020 | Q4 2021 | 7 |
Royal Fund Management, LLC | 4 | 3 | 0.04% | 0.35% | 1.20% | Q4 2020 | Q3 2023 | 7 |
MYCIO WEALTH PARTNERS, LLC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2019 | 7 |
FDx Advisors, Inc. | 5 | 2 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q4 2016 | 7 |
TCF National Bank | 7 | 7 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q1 2021 | 7 |
Pinnacle Bancorp, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 7 |
CALTON & ASSOCIATES, INC. | 3 | 1 | 0.00% | 0.10% | 0.18% | Q4 2017 | Q2 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.48% | 0.85% | Q2 2013 | Q4 2014 | 7 |
Western Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 7 |
Cresset Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2017 | 7 |
Wealthspire Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2020 | 7 |
B. Riley Wealth Advisors, Inc. | 7 | 7 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q4 2014 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
MAI Capital Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Partnervest Advisory Services LLC | 5 | 2 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2020 | 7 |
Realta Investment Advisors | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.03% | 0.06% | 0.09% | Q4 2015 | Q1 2022 | 7 |
Eudaimonia Partners, LLC | 7 | 7 | 0.04% | 0.30% | 0.41% | Q1 2022 | Q3 2023 | 7 |
Simplicity Solutions, LLC | 3 | 1 | 0.02% | 0.57% | 3.20% | Q1 2015 | Q2 2019 | 7 |
Patriot Financial Group Insurance Agency, LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2021 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 7 |
ProVise Management Group, LLC | 7 | 7 | 0.02% | 0.06% | 0.08% | Q3 2020 | Q1 2022 | 7 |
Sutton Wealth Advisors Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
US FINANCIAL ADVISORS, LLC | 7 | 7 | 0.02% | 1.34% | 4.91% | Q4 2014 | Q2 2016 | 7 |
CFM WEALTH PARTNERS LLC | 5 | 1 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q2 2023 | 6 |
COMERICA BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
TELEMUS CAPITAL, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Bison Wealth, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
JAMES INVESTMENT RESEARCH INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2020 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 6 |
PGIM Custom Harvest LLC | 4 | 2 | 0.14% | 0.31% | 0.74% | Q2 2021 | Q3 2023 | 6 |
WRAPMANAGER INC | 6 | 6 | 2.94% | 3.65% | 4.45% | Q3 2012 | Q4 2013 | 6 |
GRIFFIN ASSET MANAGEMENT, INC. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q1 2019 | 6 |
Tyler-Stone Wealth Management | 4 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Parkside Financial Bank & Trust | 4 | 2 | 0.00% | 0.04% | 0.05% | Q4 2015 | Q3 2021 | 6 |
Fusion Investment Group, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2015 | 6 |
Shamrock Asset Management LLC | 6 | 6 | 0.00% | 3.41% | 5.47% | Q2 2013 | Q3 2014 | 6 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2019 | 6 |
MUFG Americas Holdings Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 6 |
GIRARD SECURITIES, INC. | 5 | 1 | 0.21% | 0.65% | 0.96% | Q4 2015 | Q3 2017 | 6 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.00% | 0.11% | 0.49% | Q4 2014 | Q4 2022 | 6 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2016 | 6 |
Brinker Capital Investments, LLC | 6 | 6 | 0.29% | 0.33% | 0.38% | Q2 2013 | Q3 2014 | 6 |
Matthew Goff Investment Advisor, LLC | 5 | 1 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q2 2023 | 6 |
Hochman Cole Investment Advisors, Inc. | 6 | 6 | 0.11% | 0.12% | 0.12% | Q2 2020 | Q3 2021 | 6 |
LFA - Lugano Financial Advisors SA | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 6 |
Avondale Wealth Management | 6 | 6 | 0.04% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
PATTEN & PATTEN INC/TN | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q2 2015 | 6 |
Bridgewater Wealth & Financial Management, LLC | 6 | 6 | 0.12% | 0.13% | 0.14% | Q1 2016 | Q2 2017 | 6 |
Csenge Advisory Group | 4 | 2 | 0.03% | 0.09% | 0.15% | Q1 2021 | Q1 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Strengthening Families & Communities, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 6 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 6 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
TORONTO DOMINION BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Trust CO of the Ozarks | 6 | 6 | 0.17% | 0.20% | 0.22% | Q2 2013 | Q3 2014 | 6 |
ATHERTON LANE ADVISERS, LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q4 2015 | 6 |
Madden Advisory Services, Inc. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q1 2017 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 1 | 0.05% | 0.29% | 1.38% | Q1 2017 | Q1 2022 | 6 |
INSPIRION WEALTH ADVISORS, LLC | 6 | 6 | 0.07% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Bank Julius Baer & Co. Ltd, Zurich | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
TOMPKINS FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ACG Wealth | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Atlas Brown,Inc. | 4 | 1 | 0.13% | 0.14% | 0.15% | Q1 2019 | Q2 2020 | 5 |
Compagnie Lombard Odier SCmA | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Voya Financial Advisors, Inc. | 3 | 2 | 0.03% | 0.06% | 0.11% | Q3 2016 | Q1 2018 | 5 |
PACIFIC FINANCIAL GROUP INC | 5 | 5 | 0.06% | 0.16% | 0.27% | Q2 2013 | Q2 2014 | 5 |
Haverford Trust Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Palisade Asset Management, LLC | 4 | 1 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q1 2019 | 5 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q1 2017 | Q1 2023 | 5 |
Lehman & Derafelo Financial Resources LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 5 |
Archer Investment Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Chemistry Wealth Management LLC | 4 | 1 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q3 2023 | 5 |
Semmax Financial Advisors Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Lowe Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
Constellation Wealth Advisors, LLC | 3 | 2 | 0.02% | 0.20% | 0.35% | Q2 2013 | Q3 2014 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 5 |
BTS Asset Management, Inc. | 4 | 1 | 0.15% | 0.38% | 1.03% | Q2 2022 | Q3 2023 | 5 |
Pinnacle Advisory Group, Inc. | 4 | 1 | 0.05% | 0.10% | 0.28% | Q4 2018 | Q1 2021 | 5 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 5 | 5 | 0.13% | 0.18% | 0.20% | Q4 2016 | Q4 2017 | 5 |
TrinityPoint Wealth, LLC | 5 | 5 | 0.24% | 0.29% | 0.33% | Q1 2021 | Q1 2022 | 5 |
F-Squared Investment Management, LLC | 3 | 2 | 1.67% | 3.82% | 10.02% | Q2 2013 | Q3 2014 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2022 | 5 |
Occidental Asset Management, LLC | 5 | 5 | 0.06% | 0.10% | 0.11% | Q1 2021 | Q1 2022 | 5 |
HT Partners LLC | 3 | 2 | 5.11% | 6.29% | 7.77% | Q2 2013 | Q3 2014 | 5 |
STRINGER ASSET MANAGEMENT, LLC | 5 | 5 | 0.52% | 1.15% | 2.15% | Q4 2013 | Q4 2014 | 5 |
Veracity Capital LLC | 5 | 5 | 0.09% | 0.14% | 0.19% | Q1 2021 | Q1 2022 | 5 |
BANQUE PICTET & CIE SA | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q2 2023 | 5 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
Sage Mountain Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
VIVID FINANCIAL MANAGEMENT, INC. | 5 | 5 | 0.62% | 0.93% | 1.02% | Q4 2020 | Q4 2021 | 5 |
Laidlaw Wealth Management LLC | 4 | 1 | 0.08% | 0.11% | 0.16% | Q2 2022 | Q3 2023 | 5 |
Wealth & Pension Services Group, Inc. | 5 | 5 | 0.20% | 0.32% | 0.73% | Q3 2018 | Q3 2019 | 5 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Viewpoint Capital Management LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.06% | 0.10% | Q1 2014 | Q4 2015 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Hexagon Capital Partners LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Apeiron RIA LLC | 2 | 2 | 0.17% | 0.24% | 0.31% | Q4 2021 | Q4 2022 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
VSR Financial Services, Inc. | 2 | 2 | 0.06% | 0.10% | 0.19% | Q2 2013 | Q2 2015 | 4 |
Transform Wealth, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q4 2019 | 4 |
Lindbrook Capital, LLC | 4 | 4 | 0.49% | 0.50% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q1 2022 | 4 |
SOUTHERN CAPITAL ADVISORS, LLC | 4 | 4 | 1.26% | 1.40% | 1.54% | Q4 2022 | Q3 2023 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
J.W. COLE ADVISORS, INC. | 3 | 1 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2023 | 4 |
Private Advisory Group LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 4 |
REGIONS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 4 |
Merit Financial Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Endurance Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2021 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Oakworth Capital, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Fiera Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Well Done, LLC | 4 | 4 | 0.35% | 0.38% | 0.42% | Q1 2021 | Q4 2021 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Institute for Wealth Management, LLC. | 3 | 1 | 0.00% | 1.80% | 3.40% | Q2 2013 | Q4 2019 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.13% | 0.29% | 0.40% | Q4 2022 | Q3 2023 | 4 |
1832 Asset Management L.P. | 3 | 1 | 0.00% | 0.04% | 0.07% | Q2 2016 | Q4 2019 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GREAT LAKES ADVISORS, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q4 2017 | 4 |
Milestone Advisory Partners | 4 | 4 | 1.50% | 1.55% | 1.64% | Q4 2017 | Q3 2018 | 4 |
Capital Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BARINGS LLC | 4 | 4 | 0.03% | 0.16% | 0.30% | Q1 2020 | Q4 2020 | 4 |
Ashburton (Jersey) Ltd | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Narus Financial Partners, LLC | 4 | 4 | 0.29% | 0.30% | 0.31% | Q4 2016 | Q3 2017 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cutler Group LLC / CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GIRARD PARTNERS LTD. | 2 | 2 | 0.01% | 0.06% | 0.09% | Q3 2017 | Q4 2018 | 4 |
Osborn Williams & Donohoe LLC | 4 | 4 | 0.33% | 0.42% | 0.47% | Q1 2019 | Q4 2019 | 4 |
New Millennium Group LLC | 4 | 4 | 0.02% | 1.77% | 3.57% | Q4 2022 | Q3 2023 | 4 |
Fullerton Fund Management Co Ltd. | 4 | 4 | 0.06% | 0.19% | 0.40% | Q3 2020 | Q2 2021 | 4 |
Burleson & Company, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
ADIRONDACK TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CABOT WEALTH MANAGEMENT INC | 3 | 3 | 0.19% | 0.20% | 0.22% | Q2 2013 | Q4 2013 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 0.30% | 0.34% | 0.38% | Q1 2018 | Q3 2018 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.38% | 0.65% | Q4 2013 | Q3 2014 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Tevis Investment Management | 3 | 3 | 0.02% | 0.05% | 0.13% | Q1 2022 | Q3 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.09% | 0.26% | Q3 2017 | Q3 2022 | 3 |
BREITER CAPITAL MANAGEMENT INC | 2 | 1 | 0.76% | 0.98% | 1.41% | Q4 2017 | Q1 2019 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 1 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q4 2019 | 3 |
WMG Financial Advisors, LLC | 3 | 3 | 0.18% | 0.42% | 0.55% | Q4 2021 | Q2 2022 | 3 |
COMERICA SECURITIES INC | 2 | 1 | 0.11% | 0.26% | 0.35% | Q4 2013 | Q1 2017 | 3 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.17% | 0.43% | Q4 2015 | Q1 2017 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 3 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 3 |
Barber Financial Group, Inc. | 2 | 1 | 0.10% | 0.12% | 0.15% | Q4 2016 | Q1 2018 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.05% | 0.10% | 0.14% | Q4 2018 | Q2 2019 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
One Charles Private Wealth Services, LLC | 3 | 3 | 0.14% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Summit X, LLC | 3 | 3 | 0.07% | 0.10% | 0.14% | Q1 2023 | Q3 2023 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.32% | 0.35% | 0.38% | Q2 2019 | Q4 2019 | 3 |
Kore Private Wealth LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q3 2021 | 3 |
55I, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.25% | 0.26% | 0.26% | Q4 2021 | Q2 2022 | 3 |
Independent Advisor Alliance | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 3 |
DRW Securities, LLC | 3 | 3 | 0.02% | 0.25% | 0.41% | Q3 2013 | Q1 2014 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q4 2019 | 3 |
HFG Advisors, Inc. | 3 | 3 | 0.28% | 0.39% | 0.50% | Q4 2021 | Q2 2022 | 3 |
Beaumont Financial Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Anchor Investment Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.06% | 0.16% | Q1 2016 | Q3 2018 | 3 |
Psagot Value Holdings Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2020 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.25% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Verity Asset Management, Inc. | 1 | 1 | 0.20% | 0.24% | 0.30% | Q4 2014 | Q4 2020 | 3 |
Oxinas Partners Wealth Management LLC | 3 | 3 | 0.32% | 0.35% | 0.39% | Q4 2020 | Q2 2021 | 3 |
CreativeOne Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.77% | 0.80% | 0.82% | Q3 2016 | Q4 2016 | 2 |
Beaumont Capital Management, LLC | 2 | 2 | 0.41% | 0.51% | 0.60% | Q4 2022 | Q1 2023 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
COUNTRY TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 2 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.61% | 0.85% | 1.10% | Q4 2018 | Q2 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q2 2023 | 2 |
Peachtree Investment Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Aveo Capital Partners, LLC | 1 | 1 | 0.34% | 0.36% | 0.38% | Q4 2016 | Q4 2022 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KMS FINANCIAL SERVICES, INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2014 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
O'Dell Group, LLC | 1 | 1 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q2 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
CIM, LLC | 1 | 1 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q4 2016 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 2 |
COUNTRY CLUB BANK /GFN | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Family Management Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Brand Asset Management Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Galvin, Gaustad & Stein, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
WealthOne, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
RMR Wealth Builders | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Taikang Asset Management (Hong Kong) Co Ltd | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q1 2014 | Q2 2014 | 2 |
Walleye Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Pinnacle Family Advisors, LLC | 1 | 1 | 2.62% | 3.02% | 3.43% | Q4 2016 | Q4 2017 | 2 |
NEIRG Wealth Management, LLC | 2 | 2 | 1.72% | 2.76% | 3.81% | Q4 2021 | Q1 2022 | 2 |
PVG Asset Management | 2 | 2 | 0.07% | 0.19% | 0.30% | Q4 2014 | Q1 2015 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q3 2022 | 2 |
HSBC HOLDINGS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q3 2012 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Ascent Group, LLC | 2 | 2 | 0.14% | 0.20% | 0.26% | Q4 2022 | Q1 2023 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 2.01% | 2.12% | 2.22% | Q3 2013 | Q4 2013 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WBH ADVISORY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 1.33% | 1.33% | 1.33% | Q3 2013 | Q3 2013 | 1 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Key FInancial Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2015 | Q2 2015 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AUGUSTINE ASSET MANAGEMENT INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Blackston Financial Advisory Group, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
Sierra Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRUDENT INVESTORS NETWORK, INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2015 | Q1 2015 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SFE Investment Counsel | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2013 | Q4 2013 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
DBK Financial Counsel, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Manifold Partners, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2014 | Q2 2014 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2018 | Q4 2018 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2013 | Q2 2013 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
West Coast Financial LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Pictet North America Advisors SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
True North Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
FIL Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 2.94% | 2.94% | 2.94% | Q1 2015 | Q1 2015 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
TFG Advisers LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GFS Private Wealth, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2017 | Q4 2017 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
CPWM, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CEDAR CAPITAL, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2016 | Q3 2016 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Ifrah Financial Services, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Simply Money Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Prostatis Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KANALY TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Polianta Ltd | 1 | 1 | 7.34% | 7.34% | 7.34% | Q4 2019 | Q4 2019 | 1 |
Financial Freedom, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.