Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 99 |
Citadel Advisors | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 82 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.01% | 0.02% | 0.02% | Q1 2012 | Q3 2023 | 46 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 43 |
FORVIS Wealth Advisors, LLC | 42 | 42 | 0.01% | 0.06% | 0.48% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.11% | 0.14% | 0.17% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.02% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 42 | 42 | 0.07% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMG National Trust Bank | 42 | 42 | 0.02% | 0.14% | 0.50% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.26% | 0.91% | Q3 2013 | Q3 2023 | 41 |
FMR LLC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40 | 40 | 0.23% | 0.74% | 1.70% | Q4 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 29 | 2 | 0.00% | 0.05% | 0.30% | Q2 2013 | Q3 2023 | 38 |
Raymond James Financial Services Advisors, Inc. | 31 | 7 | 0.00% | 0.08% | 0.48% | Q2 2013 | Q3 2023 | 38 |
JPMORGAN CHASE & CO | 31 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
RAYMOND JAMES & ASSOCIATES | 34 | 3 | 0.00% | 0.06% | 0.12% | Q3 2013 | Q3 2023 | 37 |
Family Firm, Inc. | 36 | 36 | 0.22% | 0.53% | 0.71% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Plante Moran Financial Advisors, LLC | 34 | 34 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 33 | 33 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 33 |
McKinley Carter Wealth Services, Inc. | 33 | 33 | 0.02% | 3.02% | 6.34% | Q1 2014 | Q1 2022 | 33 |
Cetera Advisor Networks LLC | 33 | 33 | 0.01% | 0.03% | 0.08% | Q3 2015 | Q3 2023 | 33 |
RiverFront Investment Group, LLC | 28 | 5 | 0.11% | 2.57% | 3.77% | Q1 2012 | Q3 2023 | 33 |
HighTower Advisors, LLC | 25 | 3 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q3 2023 | 32 |
Capital Investment Advisors, LLC | 8 | 2 | 0.01% | 0.01% | 0.04% | Q4 2013 | Q4 2023 | 31 |
Cambridge Investment Research Advisors, Inc. | 28 | 3 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.02% | 0.10% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q3 2023 | 31 |
Quantitative Advantage, LLC | 26 | 4 | 0.87% | 2.43% | 4.37% | Q2 2013 | Q1 2023 | 30 |
Financial Architects, Inc | 18 | 2 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q2 2023 | 30 |
ASSETMARK, INC | 24 | 2 | 0.00% | 0.17% | 2.25% | Q3 2014 | Q3 2022 | 30 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30 | 30 | 0.01% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 28 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 29 |
Allworth Financial LP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Private Advisor Group, LLC | 14 | 1 | 0.00% | 0.05% | 0.22% | Q3 2014 | Q3 2023 | 28 |
Bank of New York Mellon Corp | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
Baltimore-Washington Financial Advisors, Inc. | 28 | 28 | 0.65% | 1.14% | 1.68% | Q4 2016 | Q3 2023 | 28 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.12% | 0.46% | Q3 2014 | Q2 2023 | 27 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.06% | 0.19% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.03% | 0.21% | Q2 2017 | Q3 2023 | 26 |
CWM, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 26 |
AllSquare Wealth Management LLC | 25 | 25 | 0.07% | 0.08% | 0.09% | Q3 2017 | Q3 2023 | 25 |
Creative Planning | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 25 |
Advisory Services Network, LLC | 21 | 1 | 0.00% | 0.06% | 0.38% | Q4 2013 | Q3 2023 | 25 |
RAYMOND JAMES TRUST N.A. | 25 | 25 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2023 | 25 |
BANK HAPOALIM BM | 10 | 7 | 0.04% | 0.92% | 1.94% | Q4 2013 | Q3 2023 | 25 |
CREDIT SUISSE AG/ | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 25 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
FIFTH THIRD BANCORP | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 24 |
Karp Capital Management Corp | 17 | 7 | 0.01% | 0.45% | 1.40% | Q4 2015 | Q3 2022 | 24 |
Hudock, Inc. | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2022 | 24 |
Advocacy Wealth Management Services, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2022 | 24 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.01% | 0.01% | 0.05% | Q1 2016 | Q4 2021 | 24 |
AlphaMark Advisors, LLC | 23 | 23 | 0.01% | 0.09% | 0.19% | Q1 2018 | Q3 2023 | 23 |
Stratos Wealth Partners, LTD. | 14 | 1 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q1 2022 | 23 |
CENTAURUS FINANCIAL, INC. | 23 | 23 | 0.01% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Harel Insurance Investments & Financial Services Ltd. | 22 | 22 | 0.02% | 0.68% | 3.51% | Q4 2015 | Q1 2021 | 22 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2023 | 22 |
Cetera Advisors LLC | 12 | 1 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q1 2022 | 22 |
WOLVERINE TRADING, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 22 |
Koshinski Asset Management, Inc. | 16 | 1 | 0.03% | 0.14% | 0.26% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.20% | Q3 2018 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 13 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 21 | 21 | 0.01% | 0.19% | 0.33% | Q4 2013 | Q4 2018 | 21 |
Brinker Capital Investments, LLC | 11 | 10 | 0.09% | 0.21% | 0.30% | Q1 2016 | Q2 2021 | 21 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 0.54% | 0.62% | 0.73% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.38% | 1.01% | Q4 2018 | Q3 2023 | 20 |
Trust Co | 20 | 20 | 0.00% | 0.27% | 4.64% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
First Allied Advisory Services, Inc. | 12 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2020 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.00% | 0.03% | 0.24% | Q4 2018 | Q3 2023 | 20 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 20 | 20 | 0.22% | 0.40% | 0.91% | Q4 2018 | Q3 2023 | 20 |
QUADRANT CAPITAL GROUP LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.08% | Q4 2017 | Q2 2022 | 19 |
Realta Investment Advisors | 19 | 19 | 0.07% | 0.08% | 0.11% | Q1 2019 | Q3 2023 | 19 |
WADE G W & INC | 19 | 19 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q2 2019 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
BECK CAPITAL MANAGEMENT, LLC | 8 | 4 | 0.67% | 1.31% | 1.82% | Q4 2013 | Q4 2019 | 19 |
IHT Wealth Management, LLC | 12 | 1 | 0.01% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q4 2021 | 19 |
SIGNATUREFD, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.38% | 0.44% | 0.57% | Q2 2013 | Q3 2017 | 18 |
Evercore Wealth Management, LLC | 12 | 6 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
NewEdge Advisors, LLC | 14 | 1 | 0.01% | 0.03% | 0.16% | Q2 2017 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.03% | 0.21% | 0.52% | Q1 2019 | Q2 2023 | 17 |
Transamerica Financial Advisors, Inc. | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q2 2022 | 17 |
NATIONAL PLANNING CORP | 9 | 8 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 17 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 11 | 1 | 0.00% | 0.01% | 0.09% | Q2 2015 | Q3 2023 | 17 |
SUNTRUST BANKS INC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2019 | 17 |
Private Portfolio Partners LLC | 14 | 3 | 0.06% | 0.09% | 0.21% | Q2 2019 | Q3 2023 | 17 |
WEDBUSH SECURITIES INC | 14 | 1 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 17 |
LeJeune Puetz Investment Counsel LLC | 6 | 3 | 0.04% | 0.06% | 0.06% | Q4 2017 | Q1 2023 | 17 |
SUMMIT FINANCIAL GROUP, INC. | 17 | 17 | 0.25% | 0.30% | 0.40% | Q3 2019 | Q3 2023 | 17 |
SG Americas Securities, LLC | 13 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2017 | 17 |
PITTENGER & ANDERSON INC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2018 | 17 |
SPC Financial, Inc. | 10 | 6 | 0.03% | 1.32% | 2.49% | Q3 2013 | Q3 2023 | 16 |
TRUE Private Wealth Advisors | 15 | 1 | 0.02% | 0.22% | 2.68% | Q4 2015 | Q3 2023 | 16 |
HUNTINGTON NATIONAL BANK | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.40% | 0.45% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Capital Wealth Alliance, LLC | 16 | 16 | 0.18% | 0.82% | 1.38% | Q4 2019 | Q3 2023 | 16 |
MinichMacGregor Wealth Management, LLC | 12 | 4 | 0.03% | 0.62% | 5.71% | Q4 2015 | Q1 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.05% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Castle Rock Wealth Management, LLC | 12 | 4 | 0.18% | 0.29% | 0.60% | Q3 2019 | Q3 2023 | 16 |
Cypress Wealth Services, LLC | 9 | 7 | 0.06% | 0.13% | 0.34% | Q4 2017 | Q4 2021 | 16 |
WestEnd Advisors, LLC | 12 | 4 | 0.00% | 1.25% | 2.16% | Q1 2017 | Q1 2022 | 16 |
Voya Financial Advisors, Inc. | 15 | 1 | 0.01% | 0.02% | 0.07% | Q4 2016 | Q1 2021 | 16 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2022 | 16 |
Patten Group, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2018 | 16 |
Cordatus Wealth Management LLC | 10 | 1 | 0.16% | 0.20% | 0.41% | Q4 2018 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Wealthstreet Investment Advisors, LLC | 15 | 15 | 0.24% | 0.50% | 0.63% | Q4 2017 | Q2 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.11% | Q1 2020 | Q3 2023 | 15 |
DFPG INVESTMENTS, LLC | 15 | 15 | 0.04% | 0.18% | 0.35% | Q2 2019 | Q4 2022 | 15 |
Cutler Group LLC / CA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 15 |
Rockefeller Capital Management L.P. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 15 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.19% | 0.51% | 0.93% | Q4 2016 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Capital Investment Advisory Services, LLC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 15 |
ARKANSAS FINANCIAL GROUP, INC. | 15 | 15 | 0.72% | 1.46% | 1.72% | Q1 2020 | Q3 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.01% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 14 |
First Horizon Advisors, Inc. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 14 |
Hilton Capital Management, LLC | 14 | 14 | 0.07% | 0.09% | 0.12% | Q3 2016 | Q4 2019 | 14 |
Quadrant Private Wealth Management, LLC | 10 | 4 | 0.16% | 0.34% | 0.48% | Q1 2020 | Q3 2023 | 14 |
Stratos Wealth Advisors, LLC | 9 | 5 | 0.02% | 0.08% | 0.18% | Q1 2020 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
CULLEN/FROST BANKERS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
Advisors Preferred, LLC | 4 | 1 | 0.01% | 1.23% | 7.68% | Q4 2013 | Q3 2021 | 14 |
AdvisorNet Financial, Inc | 14 | 14 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Winning Points Advisors, LLC | 13 | 1 | 0.46% | 0.49% | 0.56% | Q4 2016 | Q4 2021 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2022 | 14 |
Atria Investments, Inc | 5 | 1 | 0.01% | 0.08% | 0.15% | Q4 2015 | Q1 2022 | 14 |
TSFG, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Founders Financial Alliance, LLC | 13 | 13 | 0.04% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Laurel Wealth Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Arbor Investment Advisors, LLC | 9 | 4 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q2 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 3 | 0.00% | 0.11% | 0.73% | Q4 2013 | Q1 2022 | 13 |
Sigma Planning Corp | 11 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2022 | 13 |
Prospera Financial Services Inc | 10 | 3 | 0.02% | 0.03% | 0.13% | Q4 2019 | Q3 2023 | 13 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 13 |
Mariner, LLC | 9 | 4 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.24% | 0.29% | 0.33% | Q4 2019 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Litman Gregory Wealth Management LLC | 8 | 2 | 0.08% | 0.13% | 0.17% | Q1 2020 | Q3 2023 | 13 |
MBM Wealth Consultants, LLC | 12 | 12 | 0.00% | 0.11% | 0.37% | Q2 2020 | Q1 2023 | 12 |
Goodwin Investment Advisory | 12 | 12 | 0.00% | 0.10% | 0.25% | Q4 2020 | Q3 2023 | 12 |
BANK OF NOVA SCOTIA | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Abbrea Capital, LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q1 2022 | 12 |
OneDigital Investment Advisors LLC | 11 | 1 | 0.00% | 0.04% | 0.11% | Q3 2018 | Q3 2023 | 12 |
Diversified, LLC | 12 | 12 | 0.48% | 1.87% | 4.36% | Q4 2020 | Q3 2023 | 12 |
GLENMEDE TRUST CO NA | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q2 2022 | 12 |
Source Financial Advisors LLC | 12 | 12 | 0.41% | 0.94% | 1.30% | Q4 2020 | Q3 2023 | 12 |
WFG Advisors, LP | 9 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
F3Logic, LLC | 11 | 1 | 0.01% | 0.05% | 0.07% | Q4 2019 | Q4 2022 | 12 |
GeoWealth Management, LLC | 12 | 12 | 0.14% | 0.41% | 0.85% | Q4 2020 | Q3 2023 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 12 |
Archer Investment Corp | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Wealthgate Family Office, LLC | 12 | 12 | 4.92% | 7.62% | 9.53% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CYPRESS ASSET MANAGEMENT INC/TX | 12 | 12 | 0.14% | 1.06% | 2.23% | Q4 2017 | Q3 2020 | 12 |
BB&T SECURITIES, LLC | 11 | 1 | 0.01% | 0.24% | 0.45% | Q1 2014 | Q3 2019 | 12 |
Ancora Advisors LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
Cetera Investment Advisers | 9 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
55I, LLC | 11 | 11 | 0.02% | 0.17% | 0.82% | Q1 2020 | Q3 2022 | 11 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2019 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.04% | 0.13% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Hoxton Financial, Inc. | 11 | 11 | 3.38% | 4.11% | 6.58% | Q3 2013 | Q1 2016 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.01% | 0.04% | 0.18% | Q4 2020 | Q2 2023 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 11 |
Sunbelt Securities, Inc. | 11 | 11 | 0.06% | 0.11% | 0.14% | Q1 2021 | Q3 2023 | 11 |
BESSEMER GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 11 |
Howard Capital Management Group, LLC | 10 | 10 | 0.52% | 0.59% | 0.68% | Q2 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.06% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
OPPENHEIMER & CO INC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2021 | 10 |
Altshuler Shaham Ltd | 9 | 9 | 0.01% | 0.16% | 0.67% | Q3 2020 | Q3 2022 | 10 |
Kozak & Associates, Inc. | 9 | 1 | 4.28% | 7.25% | 9.58% | Q4 2020 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 6 | 4 | 0.01% | 0.11% | 0.20% | Q4 2016 | Q1 2021 | 10 |
STRATEGIC WEALTH MANAGEMENT INC | 9 | 1 | 0.67% | 0.93% | 1.64% | Q4 2012 | Q2 2015 | 10 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.03% | 0.18% | Q4 2013 | Q4 2017 | 10 |
WNY Asset Management, LLC | 10 | 10 | 0.04% | 0.08% | 0.09% | Q1 2021 | Q2 2023 | 10 |
FDx Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Parallel Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 10 |
Belpointe Asset Management LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2023 | 10 |
Pointe Capital Management LLC | 10 | 10 | 0.10% | 0.20% | 0.23% | Q4 2020 | Q1 2023 | 10 |
Snider Financial Group | 10 | 10 | 0.84% | 1.83% | 2.68% | Q2 2021 | Q3 2023 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2019 | 10 |
Legacy Private Trust Co. | 10 | 10 | 0.06% | 0.62% | 0.92% | Q2 2013 | Q3 2015 | 10 |
Lehman & Derafelo Financial Resources LLC | 7 | 2 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2022 | 9 |
Equitable Holdings, Inc. | 4 | 2 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 9 |
VisionPoint Advisory Group, LLC | 3 | 1 | 0.00% | 0.31% | 0.86% | Q4 2018 | Q2 2023 | 9 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2018 | 9 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 9 | 9 | 0.16% | 0.27% | 0.40% | Q4 2020 | Q4 2022 | 9 |
Nikulski Financial, Inc. | 9 | 9 | 0.28% | 0.39% | 0.55% | Q1 2021 | Q1 2023 | 9 |
Squar Milner Financial Services LLC | 7 | 2 | 0.07% | 0.17% | 0.31% | Q4 2017 | Q1 2020 | 9 |
Beaumont Financial Partners, LLC | 3 | 1 | 0.05% | 0.60% | 2.07% | Q3 2013 | Q2 2021 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.02% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
TOWNSQUARE CAPITAL LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2022 | 9 |
M&T BANK CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2022 | 9 |
Kesler, Norman & Wride, LLC | 9 | 9 | 0.07% | 0.88% | 1.67% | Q2 2021 | Q2 2023 | 9 |
GPS Wealth Strategies Group, LLC | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
WealthOne, LLC | 5 | 1 | 0.08% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 9 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
SFI Advisors, LLC | 8 | 8 | 0.26% | 3.10% | 5.42% | Q4 2021 | Q3 2023 | 8 |
Financial Partners Group, Inc | 7 | 1 | 0.10% | 0.22% | 1.06% | Q4 2018 | Q3 2023 | 8 |
Heritage Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Intercontinental Wealth Advisors, LLC | 5 | 3 | 0.01% | 0.06% | 0.13% | Q2 2017 | Q4 2019 | 8 |
SMITH CHAS P & ASSOCIATES PA CPAS | 8 | 8 | 3.12% | 3.67% | 3.96% | Q2 2013 | Q1 2015 | 8 |
Intelligence Driven Advisers, LLC | 8 | 8 | 0.05% | 0.36% | 2.24% | Q3 2020 | Q2 2022 | 8 |
Day & Ennis, LLC | 8 | 8 | 0.07% | 0.35% | 0.92% | Q2 2020 | Q1 2022 | 8 |
CLIENT 1ST ADVISORY GROUP, LLC | 8 | 8 | 0.11% | 0.32% | 0.72% | Q2 2020 | Q1 2022 | 8 |
SALEM INVESTMENT COUNSELORS INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Strategic Blueprint, LLC | 8 | 8 | 0.04% | 0.22% | 0.63% | Q2 2020 | Q1 2022 | 8 |
Objective Capital Management, LLC | 8 | 8 | 0.29% | 0.31% | 0.34% | Q4 2021 | Q3 2023 | 8 |
QUATTRO FINANCIAL ADVISORS LLC | 8 | 8 | 0.20% | 0.91% | 1.26% | Q4 2021 | Q3 2023 | 8 |
HBK Sorce Advisory LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 8 |
WEALTHSOURCE PARTNERS, LLC | 8 | 8 | 0.04% | 0.29% | 1.08% | Q2 2020 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BDO Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2020 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.21% | 0.26% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Nan Shan Life Insurance Co., Ltd. | 8 | 8 | 0.23% | 0.27% | 0.32% | Q1 2018 | Q4 2019 | 8 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2016 | 8 |
COMERICA SECURITIES,INC. | 4 | 2 | 0.01% | 0.05% | 0.15% | Q2 2020 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
SYNOVUS FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 8 |
Avior Wealth Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
MGO ONE SEVEN LLC | 4 | 1 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q4 2021 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 0.87% | 0.98% | 1.28% | Q4 2021 | Q3 2023 | 8 |
Bison Wealth, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.08% | 0.20% | Q4 2016 | Q2 2023 | 7 |
Asset Dedication, LLC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Faithward Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Aspire Private Capital, LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 7 |
HRT FINANCIAL LP | 5 | 2 | 0.01% | 0.04% | 0.10% | Q3 2020 | Q4 2022 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
D.A. DAVIDSON & CO. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 7 |
Virtu Financial LLC | 3 | 1 | 0.04% | 0.21% | 0.67% | Q1 2014 | Q1 2017 | 7 |
SEI INVESTMENTS CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Compagnie Lombard Odier SCmA | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q3 2016 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 7 |
Spectrum Management Group, LLC | 4 | 3 | 0.00% | 0.23% | 0.55% | Q2 2020 | Q1 2022 | 7 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 7 |
Round Table Services, LLC | 7 | 7 | 0.14% | 1.73% | 3.01% | Q4 2016 | Q2 2018 | 7 |
Keystone Financial Group | 7 | 7 | 0.10% | 0.12% | 0.14% | Q2 2018 | Q4 2019 | 7 |
JOHNSON INVESTMENT COUNSEL INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2021 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 7 |
NORTHERN TRUST CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2018 | 7 |
FLC Capital Advisors | 7 | 7 | 0.09% | 0.17% | 0.49% | Q2 2020 | Q4 2021 | 7 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.02% | 0.07% | 0.20% | Q1 2021 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
EXANE DERIVATIVES | 7 | 7 | 0.01% | 0.07% | 0.22% | Q4 2020 | Q2 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Kovack Advisors, Inc. | 5 | 1 | 0.03% | 0.10% | 0.16% | Q1 2018 | Q2 2022 | 6 |
Key FInancial Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Global Wealth Management Investment Advisory, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.74% | 0.82% | 0.94% | Q4 2020 | Q1 2022 | 6 |
Global Retirement Partners, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2022 | Q3 2023 | 6 |
9258 Wealth Management, LLC | 4 | 2 | 0.10% | 0.18% | 0.41% | Q4 2018 | Q1 2022 | 6 |
Bay Harbor Wealth Management, LLC | 6 | 6 | 0.02% | 0.14% | 0.38% | Q2 2020 | Q3 2021 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 6 | 0.00% | 0.29% | 0.91% | Q2 2020 | Q3 2021 | 6 |
Horizon Family Wealth, Inc. | 4 | 2 | 0.21% | 0.26% | 0.39% | Q4 2021 | Q3 2023 | 6 |
USAdvisors Wealth Management, LLC | 6 | 6 | 0.13% | 0.27% | 0.38% | Q4 2021 | Q1 2023 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Investors Research Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.04% | 0.07% | 0.08% | Q1 2022 | Q2 2023 | 6 |
DAVENPORT & Co LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q4 2022 | 6 |
MARSHALL WACE, LLP | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 6 |
TD Waterhouse Canada Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 1 | 0.11% | 0.23% | 0.38% | Q1 2014 | Q4 2019 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2020 | 6 |
CUMBERLAND ADVISORS INC | 6 | 6 | 0.84% | 2.82% | 4.07% | Q3 2014 | Q4 2015 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Samalin Investment Counsel, LLC | 5 | 1 | 0.13% | 0.15% | 0.19% | Q4 2019 | Q4 2021 | 6 |
Certified Advisory Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Csenge Advisory Group | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.13% | 0.15% | 0.18% | Q2 2018 | Q3 2019 | 6 |
Rehmann Capital Advisory Group | 3 | 1 | 0.00% | 0.10% | 0.48% | Q1 2011 | Q2 2019 | 6 |
BROWN BROTHERS HARRIMAN & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.05% | 0.08% | 0.15% | Q2 2022 | Q3 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
TrinityPoint Wealth, LLC | 4 | 2 | 0.28% | 0.38% | 0.74% | Q4 2018 | Q1 2022 | 6 |
COMMERCE BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Vahanian & Associates Financial Planning Inc. | 3 | 2 | 0.42% | 0.98% | 1.39% | Q4 2021 | Q1 2023 | 5 |
Legacy Advisors, LLC | 5 | 5 | 0.19% | 0.22% | 0.26% | Q1 2020 | Q1 2021 | 5 |
RVW Wealth, LLC | 5 | 5 | 0.83% | 2.46% | 2.94% | Q1 2019 | Q1 2020 | 5 |
First Command Financial Services, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Syverson Strege & Co | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Lido Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Apexium Financial, LP | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 5 |
BlackRock Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 5 |
Independent Portfolio Consultants, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.47% | 1.12% | Q4 2016 | Q4 2017 | 5 |
CINQUE PARTNERS LLC | 4 | 1 | 0.48% | 0.96% | 2.32% | Q2 2013 | Q3 2014 | 5 |
Sandy Spring Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.08% | 0.10% | 0.15% | Q3 2021 | Q3 2022 | 5 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Lee Financial Group Hawaii, Inc. | 5 | 5 | 3.03% | 3.53% | 4.10% | Q4 2021 | Q4 2022 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Miracle Mile Advisors, LLC | 4 | 1 | 0.01% | 1.80% | 8.69% | Q2 2015 | Q4 2022 | 5 |
Pinnacle Financial Group, LLC / IL | 5 | 5 | 0.17% | 0.20% | 0.22% | Q4 2021 | Q4 2022 | 5 |
SRS Capital Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Lebenthal Global Advisors, LLC | 5 | 5 | 0.12% | 1.98% | 7.22% | Q1 2021 | Q1 2022 | 5 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 1 | 0.04% | 0.13% | 0.20% | Q3 2020 | Q1 2022 | 5 |
Insight Inv LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
First Command Bank | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
SAM Advisors, LLC | 5 | 5 | 2.63% | 2.74% | 2.87% | Q3 2022 | Q3 2023 | 5 |
Surevest, LLC | 5 | 5 | 0.11% | 0.32% | 0.63% | Q4 2018 | Q4 2019 | 5 |
ENTERPRISE FINANCIAL SERVICES CORP | 5 | 5 | 0.01% | 0.06% | 0.08% | Q1 2019 | Q1 2020 | 5 |
BerganKDV Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Allianz Asset Management GmbH | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 5 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.24% | 0.24% | 0.25% | Q3 2022 | Q3 2023 | 5 |
Interchange Capital Partners, LLC | 5 | 5 | 0.20% | 0.27% | 0.37% | Q3 2022 | Q3 2023 | 5 |
WealthShield Partners, LLC | 2 | 1 | 0.00% | 0.18% | 0.46% | Q2 2020 | Q1 2023 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2019 | 5 |
MEEDER ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 5 |
COUNTRY TRUST BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
PEAK6 Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Dorsey Wright & Associates | 3 | 1 | 0.01% | 0.07% | 0.10% | Q2 2013 | Q4 2017 | 4 |
One Charles Private Wealth Services, LLC | 4 | 4 | 0.48% | 0.50% | 0.55% | Q2 2021 | Q1 2022 | 4 |
Essex Financial Services, Inc. | 3 | 1 | 0.05% | 0.06% | 0.08% | Q4 2014 | Q4 2015 | 4 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2021 | 4 |
Anchor Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 1 | 0.26% | 0.53% | 1.17% | Q1 2017 | Q3 2018 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q3 2020 | Q3 2023 | 4 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 4 |
STERLING INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.15% | 0.17% | 0.22% | Q4 2017 | Q3 2018 | 4 |
New Millennium Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
QUEST CAPITAL MANAGEMENT INC /ADV | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
FundX Investment Group, LLC | 2 | 2 | 0.24% | 0.48% | 0.69% | Q2 2013 | Q1 2018 | 4 |
WESBANCO BANK INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 4 |
Capital Analysts, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 4 |
Well Done, LLC | 4 | 4 | 0.32% | 0.39% | 0.45% | Q2 2021 | Q1 2022 | 4 |
Regal Investment Advisors LLC | 2 | 1 | 0.00% | 0.09% | 0.12% | Q3 2015 | Q4 2021 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 1.16% | 1.27% | 1.36% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Apeiron RIA LLC | 2 | 2 | 0.27% | 0.29% | 0.32% | Q4 2021 | Q4 2022 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Valmark Advisers, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.07% | 0.11% | Q4 2018 | Q4 2021 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Graypoint LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Asset Advisory Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Financial Advocates Investment Management | 3 | 1 | 0.02% | 0.05% | 0.11% | Q2 2020 | Q1 2022 | 4 |
Western Wealth Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q1 2021 | 4 |
Madden Advisory Services, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 1 | 0.01% | 0.06% | 0.09% | Q3 2018 | Q2 2020 | 4 |
Clearview Wealth Advisors LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
VALLEY FINANCIAL MANAGEMENT, INC. | 3 | 3 | 3.49% | 3.64% | 3.79% | Q3 2022 | Q1 2023 | 3 |
RFG Advisory, LLC | 2 | 1 | 0.02% | 0.08% | 0.18% | Q3 2020 | Q3 2021 | 3 |
DRW Securities, LLC | 3 | 3 | 0.07% | 0.14% | 0.23% | Q2 2013 | Q4 2013 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2020 | 3 |
Q3 Asset Management | 2 | 1 | 1.29% | 3.24% | 4.22% | Q4 2017 | Q4 2019 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q4 2020 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 3 | 3 | 3.34% | 3.40% | 3.48% | Q1 2020 | Q3 2020 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.00% | 0.17% | 0.25% | Q2 2020 | Q4 2020 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2019 | Q4 2019 | 3 |
Lee Financial Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Carnick & Kubik, LLC | 3 | 3 | 0.30% | 0.54% | 0.69% | Q3 2015 | Q1 2016 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
CENTRAL TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Westwind Capital | 3 | 3 | 0.36% | 0.39% | 0.41% | Q2 2022 | Q4 2022 | 3 |
HARRELL INVESTMENT PARTNERS, LLC | 2 | 1 | 0.43% | 0.73% | 0.89% | Q4 2019 | Q3 2021 | 3 |
Annex Advisory Services, LLC | 3 | 3 | 7.74% | 8.34% | 9.39% | Q2 2021 | Q4 2021 | 3 |
Cavalier Investments, LLC | 2 | 1 | 0.67% | 0.87% | 1.25% | Q1 2017 | Q2 2018 | 3 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q1 2023 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Nuveen Asset Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Clarus Wealth Advisors | 2 | 1 | 0.00% | 0.09% | 0.14% | Q2 2018 | Q2 2019 | 3 |
Country Club Trust Company, n.a. | 1 | 1 | 0.02% | 0.08% | 0.18% | Q1 2017 | Q3 2018 | 3 |
Danda Trouve Investment Management, Inc. | 3 | 3 | 2.22% | 2.98% | 3.83% | Q4 2020 | Q2 2021 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q3 2020 | 3 |
Retirement Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 3 |
Global Trust Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2019 | Q3 2019 | 3 |
Ulland Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Mayflower Financial Advisors, LLC | 3 | 3 | 0.04% | 0.10% | 0.14% | Q4 2020 | Q2 2021 | 3 |
Addison Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
Banque Cantonale Vaudoise | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.06% | 0.19% | Q4 2018 | Q2 2019 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q1 2015 | Q4 2015 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.55% | 2.02% | 3.51% | Q4 2017 | Q2 2018 | 3 |
TCWP LLC | 3 | 3 | 0.06% | 0.07% | 0.10% | Q4 2021 | Q2 2022 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Concert Wealth Management Inc. | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q3 2016 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Invst, LLC | 2 | 2 | 0.41% | 0.42% | 0.42% | Q2 2020 | Q3 2020 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.65% | 0.76% | 0.87% | Q2 2020 | Q3 2020 | 2 |
Accredited Investors Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q4 2016 | 2 |
Ascent Group, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 1.23% | 1.26% | 1.28% | Q2 2020 | Q3 2020 | 2 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 2 | 1.16% | 1.21% | 1.26% | Q2 2020 | Q3 2020 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Austin Private Wealth, LLC | 2 | 2 | 0.27% | 0.33% | 0.39% | Q2 2020 | Q3 2020 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Cooper Financial Group | 2 | 2 | 0.93% | 0.94% | 0.96% | Q2 2020 | Q3 2020 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q2 2020 | Q3 2020 | 2 |
High Falls Advisors, Inc | 2 | 2 | 0.57% | 0.63% | 0.69% | Q2 2020 | Q3 2020 | 2 |
Beta Wealth Group, Inc. | 2 | 2 | 0.35% | 0.42% | 0.50% | Q1 2022 | Q2 2022 | 2 |
Stone House Investment Management, LLC | 2 | 2 | 1.05% | 1.15% | 1.24% | Q2 2020 | Q3 2020 | 2 |
Stanford Investment Group, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q1 2015 | 2 |
Accuvest Global Advisors | 2 | 2 | 0.43% | 0.85% | 1.28% | Q1 2014 | Q2 2014 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 2 |
Summit X, LLC | 2 | 2 | 0.54% | 0.96% | 1.37% | Q2 2020 | Q3 2020 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2020 | 2 |
Walleye Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Parisi Gray Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
PAX Financial Group, LLC | 2 | 2 | 1.36% | 1.37% | 1.38% | Q2 2020 | Q3 2020 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
LifePlan Financial Group, Inc | 2 | 2 | 0.53% | 0.53% | 0.54% | Q2 2020 | Q3 2020 | 2 |
SOUTHERN CAPITAL ADVISORS, LLC | 2 | 2 | 0.88% | 1.05% | 1.22% | Q4 2022 | Q1 2023 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2020 | 2 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 2 |
RDA Financial Network | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2020 | Q3 2020 | 2 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2015 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Lineweaver Wealth Advisors, LLC | 2 | 2 | 1.11% | 1.17% | 1.22% | Q2 2020 | Q3 2020 | 2 |
Trek Financial, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2020 | Q3 2020 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
OmniStar Financial Group, Inc. | 2 | 2 | 1.84% | 1.94% | 2.05% | Q2 2020 | Q3 2020 | 2 |
ONE Advisory Partners, LLC | 2 | 2 | 1.62% | 1.71% | 1.80% | Q2 2020 | Q3 2020 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Wellington Shields Capital Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.15% | Q4 2013 | Q1 2014 | 2 |
Portfolio Strategies, Inc. | 1 | 1 | 0.00% | 0.05% | 0.11% | Q1 2018 | Q3 2018 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2021 | 2 |
Horst & Graben Wealth Management LLC | 2 | 2 | 0.41% | 0.45% | 0.50% | Q2 2020 | Q3 2020 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Retirement Planning Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2022 | Q3 2022 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q2 2022 | 2 |
Investment Research & Advisory Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Allegiant Private Advisors, LLC | 2 | 2 | 0.05% | 0.25% | 0.45% | Q1 2021 | Q2 2021 | 2 |
Sharkey, Howes & Javer | 2 | 2 | 0.81% | 0.83% | 0.85% | Q2 2020 | Q3 2020 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.34% | 0.34% | 0.34% | Q2 2021 | Q3 2021 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GIRARD PARTNERS LTD. | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q4 2018 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.38% | 0.43% | 0.48% | Q2 2020 | Q3 2020 | 2 |
Dorsey & Whitney Trust CO LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Northeast Financial Consultants Inc | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2022 | Q2 2022 | 2 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 2.25% | 2.80% | 3.36% | Q2 2015 | Q4 2015 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.16% | 0.22% | 0.28% | Q2 2017 | Q3 2017 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.20% | 0.39% | 0.58% | Q4 2017 | Q1 2018 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 2 |
Black Diamond Financial, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q3 2019 | Q3 2019 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Montecito Bank & Trust | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2020 | Q3 2020 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Pettinga Financial Advisors LLC | 2 | 2 | 0.27% | 0.38% | 0.49% | Q2 2020 | Q3 2020 | 2 |
Icon Wealth Partners, LLC | 2 | 2 | 0.62% | 0.67% | 0.71% | Q2 2020 | Q3 2020 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 0.35% | 0.35% | 0.35% | Q3 2021 | Q4 2021 | 2 |
Private Wealth Advisors, Inc. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2015 | Q3 2015 | 2 |
Snowden Capital Advisors LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2020 | Q3 2020 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
HawsGoodwin Investment Management LLC | 2 | 2 | 1.26% | 1.30% | 1.34% | Q2 2020 | Q3 2020 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Smith & Howard Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 2 |
Aaron Wealth Advisors LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Aveo Capital Partners, LLC | 1 | 1 | 0.06% | 0.24% | 0.41% | Q4 2016 | Q2 2021 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 2.10% | 2.25% | 2.41% | Q2 2013 | Q3 2013 | 2 |
New England Investment & Retirement Group, Inc. | 2 | 2 | 0.00% | 2.18% | 4.35% | Q4 2019 | Q1 2020 | 2 |
SigFig Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2020 | Q1 2020 | 1 |
Copperleaf Capital, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2020 | Q4 2020 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Oak Grove Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2012 | Q4 2012 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
Dakota Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Rollins Financial | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
NWAM LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Beaumont Capital Management, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q2 2021 | Q2 2021 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2013 | Q2 2013 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q2 2013 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Regent Peak Wealth Advisors 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 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
PagnatoKarp Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2018 | Q1 2018 | 1 |
Empowered Funds, LLC | 1 | 1 | 2.96% | 2.96% | 2.96% | Q4 2021 | Q4 2021 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Signify Wealth | 1 | 1 | 4.56% | 4.56% | 4.56% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Successful Portfolios LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2020 | Q3 2020 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SONATA CAPITAL GROUP INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2020 | Q4 2020 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Commonwealth Retirement Investments LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Marks Wealth, LLC | 1 | 1 | 6.19% | 6.19% | 6.19% | Q1 2021 | Q1 2021 | 1 |
Professional Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
McAdams Wright Ragen, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Athena Investment Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Noven Financial Group, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2015 | Q3 2015 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SUMMIT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2013 | Q4 2013 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
PRENTISS SMITH & CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Smart Money Group LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2020 | Q3 2020 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 1.42% | 1.42% | 1.42% | Q2 2021 | Q2 2021 | 1 |
Personal Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
Alpine Group USVI, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2017 | Q2 2017 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 2.52% | 2.52% | 2.52% | Q2 2015 | Q2 2015 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CX Institutional | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
First Long Island Investors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2015 | Q2 2015 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Physician Wealth Advisors, Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2020 | Q2 2020 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
1492 Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CMC Financial Group | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2015 | Q3 2015 | 1 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.