Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 106 |
BARCLAYS PLC | 26 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 75 |
Citadel Advisors | 36 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 74 |
HUNTINGTON NATIONAL BANK | 36 | 14 | 0.00% | 0.02% | 0.06% | Q1 2009 | Q3 2023 | 52 |
GOLDMAN SACHS GROUP INC | 21 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 51 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Callan Capital, LLC | 42 | 42 | 0.13% | 0.46% | 1.03% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.80% | 1.11% | 1.55% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.07% | 0.14% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Somerset Group LLC | 42 | 42 | 1.81% | 2.03% | 2.26% | Q2 2013 | Q3 2023 | 42 |
Stillwater Capital Advisors, LLC | 42 | 42 | 0.82% | 2.15% | 3.24% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.07% | 0.42% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PETTYJOHN, WOOD & WHITE, INC | 42 | 42 | 0.69% | 1.13% | 1.55% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Acropolis Investment Management, LLC | 42 | 42 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
AlphaMark Advisors, LLC | 41 | 41 | 0.01% | 0.04% | 0.07% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 41 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 36 | 4 | 0.01% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 40 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
STEPHENS INC /AR/ | 40 | 40 | 0.01% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 40 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 23 | 17 | 0.00% | 0.66% | 2.07% | Q2 2013 | Q3 2023 | 40 |
Parsec Financial Management, Inc. | 40 | 40 | 0.02% | 0.05% | 0.18% | Q2 2013 | Q1 2023 | 40 |
Pinnacle Holdings, LLC | 20 | 2 | 0.06% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 40 |
FIFTH THIRD BANCORP | 31 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
Kovack Advisors, Inc. | 39 | 39 | 0.22% | 0.65% | 2.10% | Q1 2014 | Q3 2023 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 1 | 0.00% | 0.10% | 0.43% | Q3 2013 | Q3 2023 | 39 |
Parallax Volatility Advisers, L.P. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 38 |
M&T BANK CORP | 26 | 11 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2022 | 37 |
Private Advisor Group, LLC | 37 | 37 | 0.02% | 0.06% | 0.17% | Q3 2014 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.09% | 0.20% | 0.29% | Q2 2013 | Q2 2022 | 37 |
Sigma Planning Corp | 36 | 36 | 0.03% | 0.09% | 0.30% | Q4 2014 | Q3 2023 | 36 |
ACG Wealth | 36 | 36 | 0.15% | 0.29% | 0.78% | Q4 2013 | Q3 2022 | 36 |
ASSETMARK, INC | 22 | 13 | 0.00% | 0.51% | 2.83% | Q3 2013 | Q2 2022 | 35 |
CIBC WORLD MARKET INC. | 14 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 35 |
Ironwood Financial, llc | 31 | 4 | 0.01% | 0.40% | 1.31% | Q4 2014 | Q3 2023 | 35 |
Stratos Wealth Partners, LTD. | 34 | 34 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 34 |
Walleye Trading LLC | 6 | 1 | 0.00% | 0.00% | 0.05% | Q3 2013 | Q3 2023 | 33 |
Tower Research Capital LLC (TRC) | 16 | 1 | 0.00% | 0.10% | 0.53% | Q2 2013 | Q3 2023 | 33 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.05% | 0.40% | Q4 2013 | Q3 2023 | 33 |
Barrett Asset Management, LLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2021 | 32 |
Prospera Financial Services Inc | 18 | 1 | 0.01% | 0.39% | 5.25% | Q4 2014 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q3 2023 | 32 |
Johnson Financial Group, Inc. | 30 | 2 | 0.00% | 0.05% | 0.48% | Q2 2013 | Q3 2023 | 32 |
STIFEL FINANCIAL CORP | 29 | 3 | 0.01% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 32 |
CREDIT SUISSE AG/ | 15 | 1 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q3 2022 | 32 |
CARRET ASSET MANAGEMENT, LLC | 11 | 3 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q3 2023 | 31 |
D.A. DAVIDSON & CO. | 20 | 11 | 0.00% | 0.01% | 0.11% | Q4 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.04% | 0.09% | 0.12% | Q1 2016 | Q3 2023 | 31 |
Regal Investment Advisors LLC | 12 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.16% | Q4 2015 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 31 |
Hudock, Inc. | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.09% | 0.28% | Q2 2013 | Q3 2020 | 30 |
MML INVESTORS SERVICES, LLC | 26 | 3 | 0.01% | 0.05% | 0.27% | Q2 2015 | Q3 2023 | 29 |
DAVENPORT & Co LLC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
HighTower Advisors, LLC | 28 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 29 |
BLAIR WILLIAM & CO/IL | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
GAM Holding AG | 11 | 1 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q3 2022 | 29 |
BlackRock Inc. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 28 |
Hanson & Doremus Investment Management | 28 | 28 | 0.02% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Veritable, L.P. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q4 2022 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.02% | 0.08% | 0.19% | Q4 2016 | Q3 2023 | 28 |
Allworth Financial LP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.03% | 0.09% | Q3 2014 | Q4 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.14% | 0.72% | Q2 2013 | Q4 2019 | 27 |
PRIO WEALTH LIMITED PARTNERSHIP | 14 | 13 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
First Horizon Advisors, Inc. | 24 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.01% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 27 |
CWM, LLC | 19 | 8 | 0.00% | 0.05% | 0.50% | Q4 2016 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 27 |
Simmons Bank | 27 | 27 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q3 2023 | 27 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 19 | 3 | 0.02% | 0.10% | 0.18% | Q4 2013 | Q2 2021 | 26 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 14 | 3 | 0.06% | 0.09% | 0.13% | Q4 2016 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.03% | 0.19% | Q2 2013 | Q3 2019 | 26 |
AFT, FORSYTH & COMPANY, INC. | 24 | 2 | 0.01% | 0.81% | 1.23% | Q2 2013 | Q3 2023 | 26 |
TWO SIGMA SECURITIES, LLC | 14 | 1 | 0.00% | 0.07% | 1.05% | Q4 2014 | Q2 2022 | 26 |
Keeley-Teton Advisors, LLC | 17 | 9 | 0.03% | 0.06% | 0.08% | Q1 2017 | Q3 2023 | 26 |
AE Wealth Management LLC | 19 | 7 | 0.01% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 26 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2023 | 25 |
Madden Advisory Services, Inc. | 25 | 25 | 0.19% | 1.55% | 2.28% | Q4 2013 | Q4 2019 | 25 |
Cutler Group LLC / CA | 7 | 1 | 0.00% | 0.01% | 0.09% | Q2 2016 | Q1 2023 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.01% | 0.09% | 0.21% | Q1 2015 | Q1 2021 | 25 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.81% | 6.91% | Q2 2013 | Q2 2020 | 25 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.04% | 0.12% | Q4 2014 | Q3 2023 | 25 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 25 | 25 | 0.14% | 0.23% | 0.35% | Q1 2017 | Q1 2023 | 25 |
MONROE BANK & TRUST/MI | 25 | 25 | 0.10% | 0.16% | 0.24% | Q2 2013 | Q2 2019 | 25 |
Gradient Investments LLC | 9 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 25 |
Lido Advisors, LLC | 25 | 25 | 0.00% | 0.12% | 0.74% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Cetera Advisors LLC | 11 | 6 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 24 |
JFS WEALTH ADVISORS, LLC | 17 | 7 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 24 |
Matthew Goff Investment Advisor, LLC | 21 | 3 | 0.17% | 0.24% | 0.33% | Q3 2017 | Q3 2023 | 24 |
OPPENHEIMER & CO INC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 24 |
CHEMICAL BANK | 24 | 24 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q2 2019 | 24 |
OneDigital Investment Advisors LLC | 19 | 1 | 0.00% | 0.18% | 0.38% | Q2 2017 | Q3 2023 | 24 |
Krilogy Financial LLC | 23 | 1 | 0.08% | 0.16% | 0.34% | Q3 2015 | Q3 2021 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.04% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.02% | 0.14% | 0.76% | Q4 2017 | Q3 2023 | 24 |
Bigelow Investment Advisors, LLC | 24 | 24 | 0.30% | 0.46% | 1.10% | Q4 2017 | Q3 2023 | 24 |
Clearwater Capital Advisors, LLC | 23 | 23 | 0.03% | 0.20% | 0.37% | Q2 2016 | Q4 2021 | 23 |
Evensky & Katz LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
Jaffetilchin Investment Partners, LLC | 12 | 1 | 0.02% | 0.60% | 2.06% | Q2 2013 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 22 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 23 |
Intercontinental Wealth Advisors, LLC | 13 | 10 | 0.06% | 0.09% | 0.15% | Q2 2017 | Q2 2023 | 23 |
Chesapeake Wealth Management | 23 | 23 | 0.35% | 0.47% | 0.67% | Q1 2018 | Q3 2023 | 23 |
HCR Wealth Advisors | 9 | 1 | 0.01% | 0.21% | 1.33% | Q1 2017 | Q2 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.13% | 0.32% | 0.43% | Q1 2018 | Q3 2023 | 23 |
Global Retirement Partners, LLC | 13 | 3 | 0.00% | 0.06% | 0.26% | Q4 2016 | Q3 2023 | 23 |
IPG Investment Advisors LLC | 23 | 23 | 0.19% | 0.27% | 0.45% | Q4 2013 | Q2 2019 | 23 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.02% | 0.24% | 0.89% | Q2 2013 | Q4 2018 | 23 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q1 2023 | 23 |
AllSquare Wealth Management LLC | 22 | 22 | 0.03% | 0.06% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Capital Advisory Group Advisory Services, LLC | 21 | 1 | 0.13% | 0.21% | 0.29% | Q1 2018 | Q3 2023 | 22 |
Capital Investment Advisors, LLC | 15 | 1 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q4 2023 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 1 | 0.00% | 0.03% | 0.14% | Q4 2013 | Q3 2023 | 22 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 22 |
BANQUE PICTET & CIE SA | 22 | 22 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q1 2019 | 22 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 22 |
REILLY FINANCIAL ADVISORS, LLC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2021 | 22 |
PARK NATIONAL CORP /OH/ | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2018 | 22 |
Glenview Trust Co | 20 | 1 | 0.01% | 0.04% | 0.13% | Q4 2015 | Q3 2023 | 22 |
LINCOLN NATIONAL CORP | 16 | 5 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 21 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.10% | 0.72% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.17% | Q3 2018 | Q3 2023 | 21 |
COMMERCE BANK | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 21 |
Sunbelt Securities, Inc. | 12 | 4 | 0.03% | 0.10% | 0.27% | Q3 2017 | Q3 2023 | 21 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.43% | 1.40% | Q4 2014 | Q3 2019 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
COMERICA BANK | 15 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q4 2022 | 20 |
Ancora Advisors LLC | 20 | 20 | 0.02% | 0.03% | 0.22% | Q4 2018 | Q3 2023 | 20 |
DAGCO, INC. | 20 | 20 | 0.19% | 0.48% | 1.32% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.01% | 0.07% | Q4 2018 | Q3 2023 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 0.31% | 0.37% | 0.45% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.05% | 0.13% | Q4 2017 | Q3 2022 | 20 |
DEUTSCHE BANK AG\ | 9 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2022 | 19 |
Realta Investment Advisors | 19 | 19 | 0.02% | 0.11% | 0.25% | Q1 2019 | Q3 2023 | 19 |
RPg Family Wealth Advisory, LLC | 8 | 4 | 0.01% | 0.20% | 0.38% | Q3 2016 | Q1 2022 | 19 |
Archer Investment Corp | 10 | 9 | 0.08% | 0.09% | 0.12% | Q4 2018 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Capital Analysts, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Gerber Kawasaki Wealth & Investment Management | 12 | 7 | 0.01% | 0.23% | 0.31% | Q4 2018 | Q3 2023 | 19 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2018 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 3 | 0.00% | 0.01% | 0.07% | Q4 2018 | Q3 2023 | 18 |
Chicago Partners Investment Group LLC | 14 | 4 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 18 |
RAYMOND JAMES TRUST N.A. | 11 | 7 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 18 |
RPG Investment Advisory, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2021 | 18 |
Evanson Asset Management, LLC | 18 | 18 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q1 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2017 | 18 |
First Personal Financial Services | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Peachtree Investment Advisors, Inc. | 18 | 18 | 0.02% | 1.35% | 2.23% | Q3 2014 | Q4 2018 | 18 |
M Holdings Securities, Inc. | 11 | 1 | 0.03% | 0.19% | 0.48% | Q3 2016 | Q1 2023 | 17 |
Gryphon Financial Partners LLC | 14 | 3 | 0.06% | 0.09% | 0.11% | Q4 2017 | Q3 2023 | 17 |
CPWM, LLC | 10 | 3 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2022 | 17 |
Vantage Investment Advisors, LLC | 11 | 6 | 0.00% | 0.02% | 0.02% | Q4 2013 | Q3 2018 | 17 |
FIRST MERCHANTS CORP | 17 | 17 | 0.02% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
MILLENNIUM MANAGEMENT LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 17 |
GILL CAPITAL PARTNERS, LLC | 16 | 1 | 0.18% | 0.25% | 0.48% | Q4 2018 | Q4 2023 | 17 |
Royal Fund Management, LLC | 14 | 3 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q4 2021 | 17 |
ADELL HARRIMAN & CARPENTER INC | 17 | 17 | 0.04% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 17 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 8 | 1 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q2 2021 | 17 |
Apriem Advisors | 16 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2018 | 17 |
Meridian Wealth Management, LLC | 11 | 1 | 0.02% | 0.06% | 0.15% | Q1 2017 | Q3 2023 | 17 |
CIM, LLC | 17 | 17 | 0.74% | 1.43% | 1.89% | Q4 2018 | Q4 2022 | 17 |
Winfield Associates, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2017 | 17 |
Timber Hill LLC | 12 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2017 | 17 |
NatWest Group plc | 17 | 17 | 0.01% | 0.08% | 0.20% | Q3 2013 | Q3 2017 | 17 |
Belpointe Asset Management LLC | 16 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q1 2023 | 17 |
Summit Equities Inc | 17 | 17 | 0.06% | 0.09% | 0.13% | Q1 2014 | Q1 2018 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Plante Moran Financial Advisors, LLC | 14 | 1 | 0.00% | 0.07% | 0.24% | Q4 2016 | Q4 2022 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.12% | 0.86% | Q2 2018 | Q3 2023 | 16 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 16 | 16 | 0.59% | 0.76% | 1.20% | Q4 2019 | Q3 2023 | 16 |
NORTHERN TRUST CORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.35% | 0.50% | 1.08% | Q4 2019 | Q3 2023 | 16 |
Qube Research & Technologies Ltd | 16 | 16 | 0.00% | 0.05% | 0.15% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.18% | 0.38% | 0.84% | Q4 2019 | Q3 2023 | 16 |
Sargent Investment Group, LLC | 16 | 16 | 0.09% | 0.13% | 0.29% | Q3 2019 | Q2 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.56% | 0.81% | 1.45% | Q4 2019 | Q3 2023 | 16 |
Private Capital Group, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2021 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
THOMPSON DAVIS & CO., INC. | 16 | 16 | 0.02% | 0.04% | 0.08% | Q3 2014 | Q2 2018 | 16 |
VICUS CAPITAL | 9 | 3 | 0.03% | 0.06% | 0.18% | Q2 2016 | Q2 2022 | 16 |
Magnus Financial Group LLC | 14 | 1 | 0.04% | 1.77% | 2.82% | Q1 2019 | Q3 2023 | 16 |
Koshinski Asset Management, Inc. | 16 | 16 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
SII INVESTMENTS INC/WI | 15 | 15 | 0.03% | 0.03% | 0.05% | Q1 2014 | Q3 2017 | 15 |
F3Logic, LLC | 10 | 5 | 0.03% | 0.48% | 2.48% | Q1 2018 | Q1 2022 | 15 |
Csenge Advisory Group | 14 | 1 | 0.01% | 0.06% | 0.16% | Q3 2018 | Q3 2023 | 15 |
Mariner, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 15 |
MITCHELL SINKLER & STARR/PA | 11 | 4 | 0.30% | 0.54% | 0.65% | Q3 2015 | Q2 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.05% | 0.12% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
ROPES WEALTH ADVISORS LLC | 12 | 3 | 0.00% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 15 |
NewEdge Advisors, LLC | 14 | 1 | 0.01% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q4 2016 | 15 |
Atlas Brown,Inc. | 7 | 1 | 0.09% | 0.14% | 0.21% | Q4 2018 | Q3 2023 | 15 |
BEAM WEALTH ADVISORS, INC. | 15 | 15 | 0.48% | 1.80% | 2.72% | Q1 2020 | Q3 2023 | 15 |
BREMER TRUST NATIONAL ASSOCIATION | 15 | 15 | 0.04% | 0.07% | 0.09% | Q2 2015 | Q4 2018 | 15 |
HC Advisors, LLC | 14 | 1 | 2.65% | 3.37% | 4.99% | Q4 2019 | Q3 2023 | 15 |
First Citizens Financial Corp | 13 | 2 | 3.42% | 3.80% | 4.16% | Q4 2019 | Q3 2023 | 15 |
Quantitative Investment Management, LLC | 5 | 1 | 0.00% | 0.11% | 0.36% | Q3 2013 | Q3 2021 | 15 |
KEELEY ASSET MANAGEMENT CORP | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
PRUDENT INVESTORS NETWORK, INC. | 13 | 2 | 0.10% | 0.19% | 0.46% | Q4 2019 | Q3 2023 | 15 |
Arkadios Wealth Advisors | 13 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Simplicity Solutions, LLC | 5 | 1 | 0.01% | 0.24% | 2.24% | Q2 2015 | Q4 2019 | 14 |
Patriot Financial Group Insurance Agency, LLC | 8 | 6 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q1 2022 | 14 |
HRT FINANCIAL LP | 7 | 1 | 0.01% | 0.13% | 0.67% | Q2 2015 | Q4 2022 | 14 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2023 | 14 |
BANK OF NOVA SCOTIA | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q1 2021 | 14 |
Fisher Asset Management, LLC | 14 | 14 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
NorthRock Partners, LLC | 12 | 2 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Institute for Wealth Management, LLC. | 11 | 3 | 0.06% | 2.32% | 4.90% | Q2 2013 | Q4 2019 | 14 |
GRIMES & COMPANY, INC. | 8 | 6 | 0.03% | 0.57% | 1.88% | Q4 2016 | Q1 2022 | 14 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Bank of New York Mellon Corp | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 14 |
COMERICA SECURITIES,INC. | 10 | 4 | 0.02% | 0.06% | 0.20% | Q1 2019 | Q1 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.05% | 0.11% | 0.20% | Q4 2013 | Q1 2017 | 14 |
NAVELLIER & ASSOCIATES INC | 4 | 1 | 0.06% | 0.44% | 1.32% | Q2 2015 | Q3 2021 | 14 |
Carnegie Capital Asset Management, LLC | 12 | 1 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.01% | 0.03% | 0.12% | Q2 2020 | Q3 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.03% | 0.05% | Q2 2014 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.03% | 0.20% | Q3 2020 | Q3 2023 | 13 |
LifePlan Financial Group, Inc | 11 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2020 | 13 |
Sowa Financial Group, Inc. | 13 | 13 | 0.78% | 1.67% | 3.23% | Q4 2019 | Q4 2022 | 13 |
NATIONAL PLANNING CORP | 5 | 1 | 0.02% | 0.10% | 0.23% | Q2 2013 | Q3 2017 | 13 |
CENTAURUS FINANCIAL, INC. | 7 | 1 | 0.01% | 0.04% | 0.14% | Q1 2018 | Q1 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
CX Institutional | 7 | 1 | 0.01% | 0.11% | 0.32% | Q4 2018 | Q3 2023 | 13 |
CAPTRUST FINANCIAL ADVISORS | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Aveo Capital Partners, LLC | 13 | 13 | 0.09% | 0.43% | 0.75% | Q4 2016 | Q4 2019 | 13 |
WFG Advisors, LP | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2017 | 13 |
Mandatum Life Insurance Co Ltd | 13 | 13 | 0.06% | 0.09% | 0.14% | Q3 2020 | Q3 2023 | 13 |
First Heartland Consultants, Inc. | 8 | 1 | 0.01% | 0.11% | 0.22% | Q2 2013 | Q2 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q2 2019 | 13 |
Freedom Investment Management, Inc. | 8 | 2 | 0.02% | 0.08% | 0.14% | Q1 2013 | Q4 2016 | 13 |
MTM Investment Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 0.34% | 0.41% | 0.49% | Q4 2020 | Q3 2023 | 12 |
Atlas Private Wealth Advisors | 12 | 12 | 0.21% | 0.29% | 0.42% | Q2 2020 | Q1 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
CFM WEALTH PARTNERS LLC | 11 | 1 | 0.01% | 0.08% | 0.09% | Q4 2019 | Q3 2023 | 12 |
BREWIN DOLPHIN LTD | 8 | 4 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2022 | 12 |
Nan Shan Life Insurance Co., Ltd. | 9 | 1 | 0.08% | 1.15% | 2.80% | Q4 2013 | Q2 2018 | 12 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.13% | 0.67% | 1.51% | Q1 2016 | Q4 2021 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.17% | 0.23% | 0.30% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Virtu KCG Holdings LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2017 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 0.50% | 0.83% | 1.19% | Q4 2020 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 7 | 5 | 0.00% | 0.03% | 0.12% | Q4 2018 | Q3 2023 | 12 |
Atria Investments, Inc | 7 | 1 | 0.02% | 0.18% | 1.51% | Q2 2013 | Q3 2017 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Independence Bank of Kentucky | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.06% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.10% | 0.52% | 1.95% | Q4 2020 | Q3 2023 | 12 |
MONETARY MANAGEMENT GROUP INC | 9 | 3 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q4 2016 | 12 |
BANK HAPOALIM BM | 10 | 2 | 1.38% | 2.13% | 2.71% | Q3 2015 | Q4 2018 | 12 |
HSBC HOLDINGS PLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 12 |
SEI INVESTMENTS CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 11 |
Litman Gregory Wealth Management LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2021 | 11 |
WP Advisors, LLC | 6 | 1 | 0.10% | 0.13% | 0.21% | Q2 2018 | Q4 2022 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Beacon Pointe Advisors, LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2017 | 11 |
Bison Wealth, LLC | 11 | 11 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q2 2022 | 11 |
Pettinga Financial Advisors LLC | 7 | 1 | 0.05% | 0.54% | 1.05% | Q4 2018 | Q4 2021 | 11 |
Rollins Financial | 8 | 3 | 0.11% | 0.28% | 0.44% | Q4 2020 | Q3 2023 | 11 |
Annex Advisory Services, LLC | 11 | 11 | 0.08% | 2.83% | 5.65% | Q2 2013 | Q4 2015 | 11 |
BlackRock Investment Management, LLC | 11 | 11 | 0.02% | 0.04% | 0.13% | Q2 2014 | Q4 2016 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 11 |
WEALTHSOURCE PARTNERS, LLC | 8 | 3 | 0.02% | 0.07% | 0.23% | Q2 2019 | Q2 2022 | 11 |
YHB Investment Advisors, Inc. | 9 | 2 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q1 2023 | 11 |
Eagle Capital Management, LLC | 11 | 11 | 0.24% | 0.34% | 0.65% | Q2 2020 | Q4 2022 | 11 |
Baird Financial Group, Inc. | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 11 |
STRATEGIC WEALTH MANAGEMENT INC | 11 | 11 | 0.70% | 0.91% | 1.65% | Q4 2012 | Q2 2015 | 11 |
BLACKROCK ADVISORS LLC | 11 | 11 | 0.06% | 0.09% | 0.18% | Q2 2014 | Q4 2016 | 11 |
Giverny Capital | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.01% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 2 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q1 2020 | 11 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 1 | 0.00% | 0.03% | 0.23% | Q2 2014 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
TSFG, LLC | 11 | 11 | 0.01% | 0.03% | 0.03% | Q2 2020 | Q4 2022 | 11 |
Partnervest Advisory Services LLC | 11 | 11 | 0.68% | 1.09% | 1.41% | Q2 2013 | Q4 2015 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2020 | 11 |
JOHNSON INVESTMENT COUNSEL INC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2020 | 11 |
Capital Investment Advisory Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 11 |
MinichMacGregor Wealth Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2018 | 11 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Brookstone Capital Management | 4 | 1 | 0.00% | 0.43% | 1.37% | Q4 2014 | Q4 2022 | 10 |
Risk Paradigm Group, LLC | 10 | 10 | 0.41% | 0.76% | 1.39% | Q3 2016 | Q4 2018 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.01% | 0.06% | 0.10% | Q1 2019 | Q3 2021 | 10 |
COMERICA SECURITIES INC | 8 | 2 | 0.10% | 0.15% | 0.17% | Q2 2015 | Q4 2018 | 10 |
Kalos Management, Inc. | 5 | 1 | 0.06% | 0.34% | 1.05% | Q4 2019 | Q2 2023 | 10 |
MUFG Americas Holdings Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Ausdal Financial Partners, Inc. | 5 | 1 | 0.07% | 0.11% | 0.18% | Q4 2015 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Rehmann Capital Advisory Group | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 10 |
Joseph P. Lucia & Associates, LLC | 4 | 2 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q2 2022 | 10 |
BESSEMER GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
NORTHERN CAPITAL MANAGEMENT LLC | 10 | 10 | 0.09% | 0.14% | 0.19% | Q3 2014 | Q4 2016 | 10 |
Commonwealth Financial Services, LLC | 8 | 1 | 0.01% | 1.01% | 3.67% | Q4 2014 | Q3 2023 | 10 |
Equitable Holdings, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
JT Stratford LLC | 10 | 10 | 0.07% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.04% | 0.09% | Q1 2017 | Q3 2023 | 10 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 10 |
FLOW TRADERS U.S. LLC | 5 | 2 | 0.00% | 0.09% | 0.16% | Q3 2020 | Q3 2023 | 10 |
Steinberg Global Asset Management | 10 | 10 | 0.04% | 0.14% | 0.30% | Q4 2016 | Q1 2019 | 10 |
REGIONS FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2019 | 9 |
Financial Partners Group, Inc | 7 | 2 | 0.06% | 0.59% | 2.50% | Q2 2020 | Q4 2022 | 9 |
CAPE ANN SAVINGS BANK | 8 | 1 | 0.27% | 0.29% | 0.32% | Q2 2014 | Q1 2017 | 9 |
Essex LLC | 9 | 9 | 0.38% | 0.59% | 0.67% | Q3 2021 | Q3 2023 | 9 |
Clarus Wealth Advisors | 4 | 2 | 0.09% | 0.64% | 1.22% | Q4 2017 | Q2 2020 | 9 |
Maryland Capital Management | 8 | 1 | 0.04% | 0.09% | 0.15% | Q1 2015 | Q3 2018 | 9 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 9 |
Horan Securities, Inc. | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
Sowell Financial Services LLC | 7 | 2 | 0.01% | 0.07% | 0.24% | Q4 2018 | Q1 2021 | 9 |
VALLEY NATIONAL ADVISERS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
SRS Capital Advisors, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Karp Capital Management Corp | 5 | 4 | 0.03% | 0.42% | 0.75% | Q4 2014 | Q1 2022 | 9 |
SMITH, MOORE & CO. | 5 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
PRUDENTIAL FINANCIAL INC | 6 | 1 | 0.00% | 0.03% | 0.20% | Q3 2018 | Q3 2022 | 9 |
COLONY GROUP LLC | 5 | 1 | 0.00% | 0.04% | 0.12% | Q4 2015 | Q1 2023 | 9 |
Camarda Financial Advisors, LLC | 8 | 8 | 0.01% | 0.10% | 0.19% | Q1 2014 | Q4 2015 | 8 |
Summit X, LLC | 7 | 1 | 0.01% | 0.80% | 1.75% | Q2 2017 | Q3 2020 | 8 |
Orion Portfolio Solutions, LLC | 5 | 3 | 0.01% | 0.08% | 0.38% | Q4 2019 | Q1 2022 | 8 |
GREENLEAF TRUST | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 8 |
Valeo Financial Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
MGO ONE SEVEN LLC | 5 | 1 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q4 2022 | 8 |
TimeScale Financial, Inc. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.13% | 0.19% | 0.29% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.27% | 0.30% | 0.32% | Q4 2021 | Q3 2023 | 8 |
HFG Advisors, Inc. | 8 | 8 | 0.52% | 0.63% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2021 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Visionary Wealth Advisors | 8 | 8 | 0.04% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 8 |
Field & Main Bank | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
Kistler-Tiffany Companies, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 8 |
PSI Advisors, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 8 |
Laidlaw Wealth Management LLC | 8 | 8 | 0.06% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Sequoia Wealth Management, LLC | 6 | 2 | 0.41% | 1.50% | 2.27% | Q4 2017 | Q4 2019 | 8 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 8 | 8 | 0.37% | 1.09% | 1.76% | Q2 2013 | Q1 2015 | 8 |
PineBridge Investments, L.P. | 7 | 1 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2019 | 8 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 8 | 8 | 0.21% | 1.02% | 2.11% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 2.56% | 2.70% | 2.86% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Cadent Capital Advisors, LLC | 8 | 8 | 0.15% | 0.25% | 0.31% | Q4 2020 | Q3 2022 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.27% | 0.50% | 0.69% | Q4 2020 | Q3 2023 | 8 |
WULFF, HANSEN & CO. | 8 | 8 | 0.27% | 0.32% | 0.38% | Q4 2021 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 1.71% | 1.87% | 2.05% | Q4 2021 | Q3 2023 | 8 |
Virtu Financial LLC | 4 | 1 | 0.03% | 0.37% | 1.92% | Q4 2014 | Q4 2018 | 8 |
PICTET ASSET MANAGEMENT LTD | 5 | 1 | 0.01% | 0.11% | 0.25% | Q1 2014 | Q2 2017 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Vontobel Holding Ltd. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Virtue Capital Management, LLC | 5 | 1 | 0.15% | 0.26% | 0.46% | Q1 2021 | Q3 2023 | 8 |
Anchor Investment Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
PFG Advisors | 7 | 1 | 0.05% | 0.29% | 0.51% | Q4 2017 | Q4 2019 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.15% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.14% | 0.80% | 1.43% | Q4 2021 | Q3 2023 | 8 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.00% | 0.01% | 0.08% | Q4 2017 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.06% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 3 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2021 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Vahanian & Associates Financial Planning Inc. | 5 | 2 | 0.51% | 0.93% | 1.38% | Q4 2021 | Q3 2023 | 7 |
MACQUARIE GROUP LTD | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2015 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Jacobi Capital Management LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
TCF National Bank | 7 | 7 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q1 2021 | 7 |
Fort Point Capital Partners LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.21% | 0.39% | Q2 2013 | Q4 2014 | 7 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q2 2022 | 7 |
Cobble Hill Financial Services, INC | 7 | 7 | 0.05% | 0.08% | 0.10% | Q1 2013 | Q3 2014 | 7 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2022 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2023 | 7 |
COZAD ASSET MANAGEMENT INC | 7 | 7 | 0.10% | 0.10% | 0.11% | Q2 2018 | Q4 2019 | 7 |
SUNTRUST BANKS INC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 7 |
American Financial Network Advisory Services LLC | 6 | 1 | 0.08% | 0.12% | 0.16% | Q3 2017 | Q2 2019 | 7 |
ASSET MANAGEMENT CORP /IL/ /ADV | 6 | 1 | 0.12% | 0.62% | 0.84% | Q4 2020 | Q1 2023 | 7 |
Concert Wealth Management Inc. | 4 | 1 | 0.03% | 0.08% | 0.15% | Q4 2014 | Q1 2017 | 7 |
BECK CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.33% | 0.41% | 0.49% | Q4 2013 | Q2 2015 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.14% | 0.74% | Q2 2013 | Q4 2014 | 7 |
Axiom Investment Management LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 7 |
AlphaStar Capital Management, LLC | 7 | 7 | 0.02% | 0.15% | 0.28% | Q3 2020 | Q1 2022 | 7 |
WINTRUST INVESTMENTS LLC | 4 | 3 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q4 2019 | 7 |
Clear Creek Financial Management, LLC | 6 | 1 | 0.04% | 0.05% | 0.09% | Q3 2021 | Q2 2023 | 7 |
BALLAST ADVISORS LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.15% | 0.22% | 0.28% | Q3 2021 | Q2 2023 | 7 |
Argentus Capital Management, LLC | 4 | 3 | 0.00% | 0.08% | 0.18% | Q2 2013 | Q2 2016 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Wealthcare Advisory Partners LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 7 |
Occidental Asset Management, LLC | 7 | 7 | 0.07% | 0.11% | 0.13% | Q4 2020 | Q2 2022 | 7 |
Fulcrum Equity Management | 5 | 1 | 0.19% | 0.59% | 1.90% | Q3 2019 | Q4 2021 | 7 |
True Link Financial Advisors, LLC | 6 | 6 | 0.04% | 0.10% | 0.16% | Q4 2020 | Q1 2022 | 6 |
High Net Worth Advisory Group LLC | 5 | 1 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q4 2023 | 6 |
Financial Advocates Investment Management | 4 | 2 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2019 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.01% | 0.06% | 0.12% | Q2 2015 | Q3 2016 | 6 |
Choate Investment Advisors | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2020 | 6 |
New Millennium Group LLC | 6 | 6 | 0.01% | 1.12% | 3.54% | Q2 2022 | Q3 2023 | 6 |
ADIRONDACK TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Legacy Wealth Planning, LLC | 5 | 1 | 0.24% | 0.26% | 0.31% | Q4 2019 | Q1 2022 | 6 |
Concentrum Wealth Management | 6 | 6 | 0.19% | 0.31% | 0.42% | Q4 2021 | Q1 2023 | 6 |
United Capital Management of KS, Inc. | 6 | 6 | 0.14% | 0.20% | 0.24% | Q3 2018 | Q4 2019 | 6 |
Catamount Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Haverford Trust Co | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 6 |
Neuberger Berman Group LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2022 | 6 |
CITY NATIONAL BANK | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2015 | 6 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
FUKOKU MUTUAL LIFE INSURANCE Co | 5 | 1 | 0.08% | 0.66% | 1.51% | Q4 2014 | Q4 2019 | 6 |
QUANTUM CAPITAL MANAGEMENT | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2020 | 6 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Advisory Alpha, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q4 2021 | 6 |
Baltimore-Washington Financial Advisors, Inc. | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q1 2019 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 0.07% | 0.17% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Patten Group, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
FIL Ltd | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 6 |
Sound Income Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
IFC Holdings Incorporated/FL | 5 | 5 | 0.04% | 0.07% | 0.11% | Q4 2016 | Q4 2017 | 5 |
CSS LLC/IL | 3 | 1 | 0.02% | 0.12% | 0.37% | Q1 2014 | Q4 2015 | 5 |
MYCIO WEALTH PARTNERS, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2019 | 5 |
BARINGS LLC | 3 | 1 | 0.02% | 0.20% | 0.37% | Q1 2017 | Q3 2021 | 5 |
Evercore Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Western Wealth Management, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q4 2019 | 5 |
O'Dell Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.15% | 0.21% | 0.25% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.30% | 0.47% | 0.79% | Q4 2016 | Q4 2017 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.35% | 0.65% | Q3 2013 | Q3 2014 | 5 |
Barber Financial Group, Inc. | 2 | 1 | 0.06% | 0.12% | 0.18% | Q4 2016 | Q4 2019 | 5 |
Main Management LLC | 4 | 1 | 0.04% | 0.10% | 0.30% | Q4 2015 | Q3 2019 | 5 |
Investment Advisory Group, LLC | 2 | 1 | 0.11% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 5 |
Hamilton Wealth, LLC | 5 | 5 | 5.11% | 5.36% | 5.91% | Q4 2018 | Q4 2019 | 5 |
Banque Cantonale Vaudoise | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
WealthBridge Capital Management, LLC | 5 | 5 | 0.27% | 0.33% | 0.42% | Q4 2018 | Q4 2019 | 5 |
1832 Asset Management L.P. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2023 | 5 |
10-15 ASSOCIATES, INC. | 5 | 5 | 0.20% | 0.21% | 0.22% | Q2 2016 | Q2 2017 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q4 2023 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
RMB Capital Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q1 2017 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
SSI INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.15% | 0.22% | 0.32% | Q2 2015 | Q2 2016 | 5 |
EFG Asset Management (Americas) Corp. | 3 | 1 | 0.06% | 0.10% | 0.26% | Q2 2015 | Q4 2019 | 5 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 5 |
Wealth Management Solutions, LLC | 5 | 5 | 0.11% | 0.15% | 0.25% | Q4 2021 | Q4 2022 | 5 |
Covington Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
55I, LLC | 3 | 2 | 0.01% | 0.07% | 0.33% | Q3 2020 | Q2 2022 | 5 |
Advanced Asset Management Advisors Inc | 5 | 5 | 0.08% | 0.10% | 0.10% | Q1 2019 | Q1 2020 | 5 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 4 | 1 | 0.01% | 0.17% | 0.28% | Q2 2015 | Q3 2016 | 5 |
Transform Wealth, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q4 2019 | 5 |
Country Club Trust Company, n.a. | 4 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2018 | 5 |
DOWLING & YAHNKE LLC | 3 | 2 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2021 | 5 |
Glassman Wealth Services | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
BOSTON RESEARCH & MANAGEMENT INC | 5 | 5 | 0.21% | 0.22% | 0.22% | Q4 2018 | Q4 2019 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
PRIVATE TRUST CO NA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Beaumont Financial Partners, LLC | 3 | 1 | 0.36% | 1.04% | 2.08% | Q3 2013 | Q3 2016 | 5 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Tevis Investment Management | 4 | 4 | 0.02% | 0.08% | 0.16% | Q4 2021 | Q3 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Bogart Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q1 2019 | 4 |
Pflug Koory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
WESPAC Advisors, LLC | 4 | 4 | 0.16% | 0.72% | 1.30% | Q1 2021 | Q4 2021 | 4 |
WJ Wealth Management, LLC | 4 | 4 | 0.27% | 0.57% | 1.35% | Q2 2021 | Q1 2022 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
N.E.W. Advisory Services LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Thai Life Insurance PCL. | 4 | 4 | 11.90% | 14.77% | 18.31% | Q4 2016 | Q3 2017 | 4 |
Li Winifred I | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.24% | 0.25% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Bremer Bank National Association | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q4 2019 | 4 |
Demars Financial Group, LLC | 4 | 4 | 1.17% | 1.40% | 1.73% | Q4 2019 | Q3 2020 | 4 |
Kore Private Wealth LLC | 2 | 1 | 0.00% | 0.05% | 0.17% | Q4 2018 | Q3 2021 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.05% | 0.07% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2021 | 4 |
Advisors Preferred, LLC | 2 | 1 | 0.02% | 4.34% | 10.10% | Q4 2015 | Q3 2021 | 4 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q4 2016 | 4 |
NATIXIS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ken Stern & Associates, Inc. | 4 | 4 | 3.24% | 3.35% | 3.46% | Q3 2017 | Q2 2018 | 4 |
Verum Partners LLC | 4 | 4 | 0.10% | 0.20% | 0.28% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q4 2021 | 4 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2018 | 4 |
Arrow Investment Advisors, LLC | 3 | 1 | 2.58% | 2.98% | 3.61% | Q2 2013 | Q4 2014 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q4 2018 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.02% | 0.07% | 0.12% | Q4 2021 | Q4 2022 | 4 |
EVOKE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Altavista Wealth Management, Inc. | 4 | 4 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q4 2021 | 4 |
Congress Wealth Management LLC / DE / | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
InterOcean Capital, LLC | 3 | 1 | 0.06% | 0.11% | 0.14% | Q2 2015 | Q4 2016 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.26% | 0.28% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Family Advisors, LLC | 2 | 1 | 0.53% | 1.42% | 1.80% | Q4 2016 | Q4 2019 | 4 |
Joel Isaacson & Co., LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Spruce Investment Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 4 |
Valmark Advisers, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Goodwin Investment Advisory | 4 | 4 | 0.00% | 0.34% | 0.67% | Q2 2021 | Q1 2022 | 4 |
Round Table Services, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Summer Investments, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
TEXAS PERMANENT SCHOOL FUND CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Taikang Asset Management (Hong Kong) Co Ltd | 4 | 4 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q3 2018 | 4 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.02% | 0.03% | 0.07% | Q3 2021 | Q3 2022 | 4 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Apeiron RIA LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Scott Capital Advisors, LLC | 2 | 1 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q4 2022 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA ADVISERS, LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 3 |
Waldron Private Wealth LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Cresset Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 1.57% | 2.52% | Q4 2019 | Q2 2020 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Accuvest Global Advisors | 3 | 3 | 0.17% | 0.20% | 0.26% | Q2 2014 | Q4 2014 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2015 | 3 |
EverSource Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.09% | 0.56% | 0.82% | Q1 2017 | Q3 2017 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
UBS ASSET MANAGEMENT AMERICAS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
HOWE & RUSLING INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Dorsey Wright & Associates | 3 | 3 | 1.80% | 1.96% | 2.13% | Q2 2013 | Q4 2013 | 3 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2021 | 3 |
Braver Wealth Management, LLC | 3 | 3 | 0.59% | 0.63% | 0.66% | Q2 2013 | Q4 2013 | 3 |
Kellett Wealth Advisors, LLC | 2 | 1 | 0.25% | 5.78% | 8.99% | Q4 2021 | Q3 2023 | 3 |
CARDIFF PARK ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Itau Unibanco Holding S.A. | 3 | 3 | 0.30% | 0.33% | 0.36% | Q3 2016 | Q1 2017 | 3 |
Clearview Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.02% | 0.25% | 0.55% | Q4 2014 | Q4 2020 | 3 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 1 | 0.71% | 0.86% | 1.04% | Q4 2013 | Q3 2015 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.56% | 0.57% | 0.58% | Q2 2019 | Q4 2019 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2020 | 3 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.07% | 0.15% | 0.21% | Q4 2019 | Q3 2021 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
LFA - Lugano Financial Advisors SA | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
VESTOR CAPITAL, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
DAVIS R M INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q1 2014 | 3 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
New Republic Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
GIRARD PARTNERS LTD. | 3 | 3 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q1 2019 | 3 |
MEEDER ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 3 |
Balentine LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Summit Trail Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DRW Securities, LLC | 3 | 3 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q4 2013 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
LPWM LLC | 3 | 3 | 0.12% | 0.15% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Castleview Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.13% | 0.15% | 0.17% | Q4 2021 | Q2 2022 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Game Plan Financial Advisors, LLC | 3 | 3 | 0.36% | 0.42% | 0.50% | Q3 2021 | Q1 2022 | 3 |
Atria Wealth Solutions, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
InterOcean Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
DOHJ, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q3 2021 | Q4 2021 | 2 |
Nikulski Financial, Inc. | 2 | 2 | 0.34% | 0.37% | 0.41% | Q2 2023 | Q3 2023 | 2 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 2 |
Quantitative Advantage, LLC | 1 | 1 | 2.81% | 2.90% | 2.99% | Q3 2014 | Q4 2015 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 0.09% | 0.24% | 0.40% | Q3 2016 | Q4 2016 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
CEDAR CAPITAL, LLC | 2 | 2 | 0.08% | 0.13% | 0.18% | Q3 2016 | Q4 2016 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2017 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.02% | 0.10% | 0.18% | Q4 2019 | Q2 2021 | 2 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Hilltop Holdings Inc. | 1 | 1 | 0.52% | 0.56% | 0.59% | Q4 2014 | Q2 2015 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Concorde Asset Management, LLC | 1 | 1 | 0.75% | 1.71% | 2.67% | Q2 2015 | Q1 2017 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Parisi Gray Wealth Management | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.54% | 0.58% | 0.61% | Q4 2017 | Q1 2018 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q1 2022 | Q2 2022 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Hoxton Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Peregrine Asset Advisers, Inc. | 2 | 2 | 2.92% | 3.04% | 3.15% | Q3 2014 | Q4 2014 | 2 |
Narwhal Capital Management | 2 | 2 | 0.46% | 0.46% | 0.47% | Q2 2013 | Q3 2013 | 2 |
Wolf Group Capital Advisors | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q3 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
FCG ADVISORS, LLC | 1 | 1 | 0.10% | 0.16% | 0.22% | Q1 2017 | Q1 2020 | 2 |
Davis Capital Management | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.10% | 0.18% | Q4 2019 | Q4 2022 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
F-Squared Investment Management, LLC | 1 | 1 | 3.03% | 3.49% | 3.95% | Q4 2014 | Q2 2015 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
Secure Asset Management, LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q2 2022 | 2 |
Missouri Trust & Investment Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
AMERICAN CENTURY COMPANIES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Opera Trading Capital | 1 | 1 | 0.02% | 0.08% | 0.13% | Q4 2015 | Q2 2016 | 2 |
Prostatis Group LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2022 | Q2 2023 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
ALLSTATE CORP | 2 | 2 | 1.27% | 1.74% | 2.22% | Q2 2016 | Q3 2016 | 2 |
Founders Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Blueshift Asset Management, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2020 | 2 |
Holistic Financial Partners | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.64% | 0.64% | 0.65% | Q2 2021 | Q3 2021 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q1 2017 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Private Wealth Advisors, Inc. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2019 | Q4 2019 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 2 |
Oxinas Partners Wealth Management LLC | 2 | 2 | 0.33% | 0.34% | 0.35% | Q3 2021 | Q4 2021 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FolioMetrix LLC | 2 | 2 | 1.86% | 1.94% | 2.03% | Q1 2015 | Q2 2015 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 2 |
Financial Gravity Companies, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q3 2019 | Q4 2019 | 2 |
Koss-Olinger Consulting, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2018 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q2 2013 | 2 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.43% | 0.86% | Q1 2020 | Q3 2023 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.09% | 0.18% | Q1 2023 | Q2 2023 | 2 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.02% | 0.07% | 0.11% | Q4 2016 | Q2 2021 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 2 |
Concord Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 3.28% | 3.28% | 3.28% | Q4 2019 | Q4 2019 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MAI Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2017 | Q1 2017 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2009 | Q3 2009 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 1.86% | 1.86% | 1.86% | Q2 2016 | Q2 2016 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q4 2019 | Q4 2019 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2019 | Q3 2019 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2020 | Q3 2020 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 6.85% | 6.85% | 6.85% | Q2 2013 | Q2 2013 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pictet North America Advisors SA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
PVG Asset Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Graypoint LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Friedenthal Financial | 1 | 1 | 2.97% | 2.97% | 2.97% | Q2 2018 | Q2 2018 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 2.82% | 2.82% | 2.82% | Q4 2021 | Q4 2021 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Marmo Financial Group, LLC | 1 | 1 | 5.12% | 5.12% | 5.12% | Q4 2022 | Q4 2022 | 1 |
Raub Brock Capital Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2017 | Q1 2017 | 1 |
Windsor Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2018 | Q3 2018 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
TFB Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q4 2017 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Personal Wealth Partners | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Ascent Wealth Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
TCG Advisors, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
West Coast Financial LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2013 | Q2 2013 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2019 | Q4 2019 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
One Charles Private Wealth Services, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Alhambra Investment Management LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
CUMBERLAND ADVISORS INC | 1 | 1 | 4.30% | 4.30% | 4.30% | Q1 2014 | Q1 2014 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Diversified, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2016 | Q3 2016 | 1 |
HT Partners LLC | 1 | 1 | 4.37% | 4.37% | 4.37% | Q4 2014 | Q4 2014 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2016 | Q3 2016 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
Capital Investment Counsel, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sweet Financial Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
Bray Capital Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q1 2022 | Q1 2022 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2016 | Q3 2016 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HAP Trading, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ONE Advisory Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q3 2020 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tri-Star Advisors Inc. | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2020 | Q2 2020 | 1 |
Polianta Ltd | 1 | 1 | 3.20% | 3.20% | 3.20% | Q2 2019 | Q2 2019 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
KANALY TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2014 | Q3 2014 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CAHABA WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PEAK6 Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Financial Architects, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2016 | Q3 2016 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.