Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HUNTINGTON NATIONAL BANK | 37 | 1 | 0.00% | 0.01% | 0.02% | Q1 2009 | Q3 2023 | 43 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Stillwater Capital Advisors, LLC | 42 | 42 | 0.11% | 0.36% | 1.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.04% | 0.15% | 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% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 41 | 41 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Fernwood Investment Management, LLC | 40 | 40 | 1.71% | 2.31% | 3.39% | Q4 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 32 | 8 | 0.00% | 0.07% | 0.34% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 30 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 39 |
Sandy Spring Bank | 39 | 39 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
GOLDMAN SACHS GROUP INC | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q3 2023 | 38 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
Private Advisor Group, LLC | 34 | 3 | 0.01% | 0.05% | 0.12% | Q2 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 24 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
Cambridge Investment Research Advisors, Inc. | 35 | 35 | 0.00% | 0.03% | 0.12% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 35 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 35 | 35 | 0.01% | 0.05% | 0.18% | Q1 2015 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.05% | 0.32% | Q4 2013 | Q3 2023 | 33 |
Tower Research Capital LLC (TRC) | 30 | 3 | 0.00% | 0.07% | 0.49% | Q2 2015 | Q3 2023 | 33 |
Citadel Advisors | 16 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 32 |
Gemmer Asset Management LLC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2022 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.08% | 0.18% | Q1 2016 | Q3 2023 | 31 |
RiverFront Investment Group, LLC | 30 | 1 | 0.01% | 0.38% | 1.01% | Q1 2014 | Q4 2021 | 31 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.04% | 0.21% | Q2 2013 | Q3 2020 | 30 |
STIFEL FINANCIAL CORP | 23 | 7 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 30 |
FMR LLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
CREDIT SUISSE AG/ | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 29 |
Creative Planning | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
Glenview Trust Co | 28 | 1 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 29 |
DAVENPORT & Co LLC | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Osborn Williams & Donohoe LLC | 28 | 28 | 0.11% | 0.17% | 0.20% | Q2 2013 | Q1 2020 | 28 |
BANK OF NOVA SCOTIA | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 28 |
Madden Advisory Services, Inc. | 28 | 28 | 0.04% | 0.41% | 0.57% | Q2 2013 | Q1 2020 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.02% | 0.10% | 0.40% | Q4 2016 | Q3 2023 | 28 |
CIBC WORLD MARKET INC. | 23 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 27 |
Cetera Advisors LLC | 17 | 4 | 0.01% | 0.02% | 0.08% | Q4 2015 | Q3 2023 | 27 |
North Star Investment Management Corp. | 21 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2020 | 27 |
Simmons Bank | 27 | 27 | 0.05% | 0.07% | 0.08% | Q1 2017 | Q3 2023 | 27 |
Conservest Capital Advisors, Inc. | 27 | 27 | 0.30% | 0.39% | 0.58% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 27 |
CWM, LLC | 17 | 1 | 0.00% | 0.01% | 0.26% | Q3 2015 | Q3 2023 | 27 |
Carroll Financial Associates, Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2021 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.05% | 0.25% | Q2 2013 | Q3 2019 | 26 |
MONROE BANK & TRUST/MI | 25 | 25 | 0.08% | 0.12% | 0.19% | Q2 2013 | Q2 2019 | 25 |
Sigma Planning Corp | 12 | 2 | 0.01% | 0.04% | 0.19% | Q4 2015 | Q3 2023 | 25 |
Coastal Bridge Advisors, LLC | 25 | 25 | 0.10% | 0.15% | 0.20% | Q3 2017 | Q3 2023 | 25 |
AUA CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.04% | 0.08% | 0.17% | Q4 2016 | Q4 2022 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q2 2023 | 25 |
Mutual Advisors, LLC | 24 | 24 | 0.02% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q2 2023 | 24 |
BESSEMER GROUP INC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Ironwood Financial, llc | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2021 | 23 |
Ledyard National Bank | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
Nelson Capital Management, LLC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2019 | 22 |
First Horizon Advisors, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
SG Americas Securities, LLC | 16 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q1 2021 | 22 |
Family Firm, Inc. | 22 | 22 | 0.10% | 0.15% | 0.24% | Q1 2018 | Q2 2023 | 22 |
MML INVESTORS SERVICES, LLC | 15 | 3 | 0.00% | 0.04% | 0.16% | Q2 2017 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 18 | 4 | 0.00% | 0.00% | 0.05% | Q4 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 0.19% | Q3 2018 | Q3 2023 | 21 |
HighTower Advisors, LLC | 17 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 21 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q3 2023 | 20 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 7 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 20 |
NewEdge Advisors, LLC | 14 | 6 | 0.02% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 20 |
Bank of New York Mellon Corp | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.04% | 0.06% | 0.11% | Q1 2019 | Q3 2023 | 19 |
ACG Wealth | 18 | 1 | 0.03% | 0.07% | 0.11% | Q4 2013 | Q2 2022 | 19 |
Capital Analysts, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 18 | 1 | 0.00% | 0.12% | 1.04% | Q4 2014 | Q3 2019 | 19 |
Global Retirement Partners, LLC | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
Blankinship & Foster, LLC | 14 | 5 | 0.13% | 0.21% | 0.31% | Q4 2018 | Q3 2023 | 19 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
Prospera Financial Services Inc | 16 | 2 | 0.01% | 0.20% | 0.96% | Q2 2016 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Manchester Capital Management LLC | 15 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 17 |
SPC Financial, Inc. | 8 | 3 | 0.07% | 1.77% | 2.73% | Q2 2013 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
J.P. Morgan Private Wealth Advisors LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
FIRST MERCHANTS CORP | 11 | 5 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 16 |
STEPHENS INC /AR/ | 7 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 16 |
Affiance Financial, LLC | 16 | 16 | 0.08% | 0.11% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.68% | 0.83% | 1.04% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q4 2019 | 15 |
First Citizens Financial Corp | 13 | 2 | 1.65% | 1.99% | 2.28% | Q4 2019 | Q3 2023 | 15 |
VALLEY NATIONAL ADVISERS INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Grace Capital | 15 | 15 | 0.20% | 0.79% | 1.14% | Q2 2018 | Q4 2021 | 15 |
LINCOLN NATIONAL CORP | 13 | 2 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 15 |
FIFTH THIRD BANCORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.05% | 0.23% | Q2 2013 | Q4 2016 | 15 |
Winslow, Evans & Crocker, Inc. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q2 2017 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
US BANCORP \DE\ | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 14 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Quantitative Advantage, LLC | 9 | 1 | 1.97% | 2.74% | 3.28% | Q2 2013 | Q1 2020 | 14 |
CIBC Asset Management Inc | 14 | 14 | 0.04% | 0.14% | 0.22% | Q4 2014 | Q1 2018 | 14 |
Timber Hill LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2017 | 14 |
Ifrah Financial Services, Inc. | 10 | 4 | 0.08% | 0.17% | 0.23% | Q2 2014 | Q4 2017 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.03% | 0.07% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Jaffetilchin Investment Partners, LLC | 14 | 14 | 0.06% | 0.17% | 0.47% | Q2 2020 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.06% | 0.09% | 0.15% | Q4 2013 | Q1 2017 | 14 |
SouthState Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
NATIONAL PLANNING CORP | 6 | 1 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q2 2017 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Gray Wealth Management Inc. | 13 | 13 | 0.13% | 0.16% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2021 | 13 |
Compagnie Lombard Odier SCmA | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2017 | 13 |
Peachtree Investment Advisors, Inc. | 13 | 13 | 0.02% | 0.38% | 0.61% | Q3 2014 | Q3 2017 | 13 |
CAPTRUST FINANCIAL ADVISORS | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 13 |
Beacon Financial Advisory LLC | 13 | 13 | 0.15% | 0.21% | 0.30% | Q3 2020 | Q3 2023 | 13 |
ASSETMARK, INC | 8 | 2 | 0.00% | 0.25% | 2.03% | Q4 2014 | Q4 2022 | 13 |
Capital Advisory Group Advisory Services, LLC | 12 | 12 | 0.00% | 0.08% | 0.19% | Q1 2018 | Q4 2020 | 12 |
BROWN BROTHERS HARRIMAN & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Diversified, LLC | 12 | 12 | 0.05% | 0.11% | 0.19% | Q4 2020 | Q3 2023 | 12 |
HCR Wealth Advisors | 7 | 5 | 0.04% | 0.16% | 0.34% | Q4 2016 | Q4 2020 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.05% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 12 |
Abbrea Capital, LLC | 12 | 12 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 5 | 3 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2021 | 12 |
GARRISON POINT ADVISORS, LLC | 12 | 12 | 0.16% | 0.19% | 0.22% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
BAILARD, INC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
COOKSON PEIRCE & CO INC | 8 | 4 | 0.03% | 0.16% | 0.31% | Q4 2014 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 11 | 11 | 0.02% | 0.27% | 1.40% | Q4 2020 | Q2 2023 | 11 |
Accel Wealth Management | 11 | 11 | 0.01% | 0.10% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q2 2022 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CALTON & ASSOCIATES, INC. | 6 | 1 | 0.01% | 0.44% | 0.99% | Q4 2017 | Q3 2023 | 11 |
STEPH & CO | 11 | 11 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Brookstone Capital Management | 8 | 3 | 0.01% | 0.12% | 0.44% | Q3 2020 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Atria Investments, Inc | 6 | 1 | 0.02% | 0.11% | 0.34% | Q3 2015 | Q2 2023 | 11 |
SUNTRUST BANKS INC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2019 | 11 |
Pensionmark Financial Group, LLC | 11 | 11 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2019 | 11 |
CULLEN/FROST BANKERS, INC. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 11 |
SONATA CAPITAL GROUP INC | 5 | 1 | 0.08% | 0.15% | 0.20% | Q4 2014 | Q2 2023 | 11 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
AE Wealth Management LLC | 7 | 1 | 0.01% | 0.04% | 0.11% | Q2 2019 | Q3 2023 | 10 |
J.W. COLE ADVISORS, INC. | 8 | 2 | 0.02% | 0.09% | 0.15% | Q1 2021 | Q3 2023 | 10 |
OPPENHEIMER & CO INC | 7 | 1 | 0.01% | 0.04% | 0.23% | Q2 2014 | Q2 2022 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MinichMacGregor Wealth Management, LLC | 6 | 4 | 0.00% | 3.61% | 7.85% | Q4 2015 | Q3 2023 | 10 |
MEITAV INVESTMENT HOUSE LTD | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SIGNATUREFD, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.06% | 0.23% | Q1 2021 | Q3 2023 | 10 |
BlackRock Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.02% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Maryland Capital Management | 9 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 10 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 9 |
Wagner Wealth Management, LLC | 9 | 9 | 0.00% | 0.02% | 0.12% | Q1 2021 | Q1 2023 | 9 |
Allworth Financial LP | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 9 |
Belpointe Asset Management LLC | 9 | 9 | 0.01% | 0.11% | 0.46% | Q1 2021 | Q1 2023 | 9 |
WFG Advisors, LP | 6 | 3 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2016 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 9 | 0.02% | 0.11% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Essex LLC | 9 | 9 | 0.35% | 0.55% | 0.61% | Q3 2021 | Q3 2023 | 9 |
MONEY CONCEPTS CAPITAL CORP | 8 | 1 | 0.00% | 0.39% | 0.92% | Q1 2021 | Q3 2023 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2023 | 8 |
Canvas Wealth Advisors, LLC | 8 | 8 | 0.09% | 0.10% | 0.13% | Q1 2021 | Q4 2022 | 8 |
Bogart Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2016 | 8 |
Hudock, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2017 | 8 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.02% | 0.05% | 0.06% | Q4 2013 | Q1 2018 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.08% | 2.01% | 4.32% | Q4 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Aurora Private Wealth, Inc. | 8 | 8 | 0.09% | 0.82% | 1.16% | Q4 2020 | Q3 2022 | 8 |
FDx Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2017 | 8 |
IBEX WEALTH ADVISORS | 4 | 1 | 0.00% | 0.31% | 0.66% | Q3 2016 | Q4 2022 | 8 |
COMERICA SECURITIES,INC. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Cordatus Wealth Management LLC | 4 | 1 | 0.08% | 0.12% | 0.27% | Q3 2020 | Q2 2023 | 8 |
Bison Wealth, LLC | 6 | 2 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2022 | 8 |
Jacobi Capital Management LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2019 | 8 |
Kovack Advisors, Inc. | 5 | 1 | 0.03% | 0.15% | 0.46% | Q2 2017 | Q4 2022 | 8 |
CX Institutional | 4 | 1 | 0.01% | 0.03% | 0.11% | Q4 2020 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 8 |
Advisors Preferred, LLC | 3 | 1 | 0.00% | 0.03% | 0.13% | Q2 2015 | Q1 2023 | 7 |
Arkadios Wealth Advisors | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Laidlaw Wealth Management LLC | 4 | 3 | 0.04% | 0.09% | 0.15% | Q4 2021 | Q3 2023 | 7 |
Archer Investment Corp | 5 | 2 | 0.03% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.12% | 0.22% | Q4 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.07% | 0.16% | 0.30% | Q2 2013 | Q4 2014 | 7 |
BLACKROCK ADVISORS LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q4 2016 | 7 |
Concert Wealth Management Inc. | 4 | 1 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q3 2016 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 7 |
PENOBSCOT WEALTH MANAGEMENT | 7 | 7 | 1.11% | 1.31% | 1.67% | Q1 2022 | Q3 2023 | 7 |
New Millennium Group LLC | 7 | 7 | 0.02% | 1.60% | 3.78% | Q1 2022 | Q3 2023 | 7 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 1 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 7 |
COMERICA SECURITIES INC | 7 | 7 | 0.14% | 0.30% | 0.51% | Q1 2015 | Q3 2016 | 7 |
Fulcrum Equity Management | 4 | 1 | 0.35% | 1.75% | 2.41% | Q3 2019 | Q4 2022 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q4 2015 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
RAYMOND JAMES TRUST N.A. | 5 | 2 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q2 2023 | 7 |
MYCIO WEALTH PARTNERS, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 7 |
TWO SIGMA INVESTMENTS, LP | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2022 | Q3 2023 | 6 |
TWO SIGMA ADVISERS, LP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q1 2022 | 6 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2016 | 6 |
Continuum Advisory, LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.03% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Royal Fund Management, LLC | 5 | 1 | 0.04% | 0.28% | 1.35% | Q1 2020 | Q1 2022 | 6 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 6 | 0.17% | 0.19% | 0.23% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.03% | 0.05% | Q2 2014 | Q3 2023 | 6 |
QUANTUM CAPITAL MANAGEMENT | 5 | 1 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q3 2020 | 6 |
NAVELLIER & ASSOCIATES INC | 2 | 1 | 0.02% | 0.16% | 0.31% | Q4 2014 | Q2 2021 | 6 |
Teamwork Financial Advisors, LLC | 5 | 1 | 0.14% | 0.32% | 0.53% | Q3 2020 | Q1 2023 | 6 |
TOMPKINS FINANCIAL CORP | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2023 | 6 |
MGO ONE SEVEN LLC | 5 | 1 | 0.01% | 1.39% | 6.03% | Q4 2018 | Q3 2023 | 6 |
D. SCOTT NEAL, INC. | 6 | 6 | 3.37% | 4.93% | 6.95% | Q2 2022 | Q3 2023 | 6 |
WealthBridge Capital Management, LLC | 6 | 6 | 0.14% | 0.16% | 0.17% | Q2 2022 | Q3 2023 | 6 |
WealthCare Investment Partners, LLC | 6 | 6 | 1.30% | 3.46% | 4.59% | Q2 2022 | Q3 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Demars Financial Group, LLC | 6 | 6 | 0.10% | 1.06% | 1.33% | Q4 2020 | Q1 2022 | 6 |
Kalos Management, Inc. | 4 | 2 | 0.25% | 2.10% | 3.07% | Q1 2020 | Q2 2023 | 6 |
Evercore Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 6 |
Virtue Capital Management, LLC | 3 | 1 | 0.08% | 0.13% | 0.25% | Q1 2021 | Q1 2023 | 6 |
Nikulski Financial, Inc. | 6 | 6 | 0.28% | 0.31% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Genesee Capital Advisors, LLC | 6 | 6 | 2.23% | 5.60% | 6.77% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q1 2021 | 6 |
Strategic Blueprint, LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 6 |
Brick & Kyle, Associates | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 6 |
Pinnacle Advisory Group, Inc. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2013 | Q4 2014 | 6 |
LFA - Lugano Financial Advisors SA | 6 | 6 | 0.10% | 0.96% | 1.32% | Q2 2022 | Q3 2023 | 6 |
Matthew Goff Investment Advisor, LLC | 3 | 1 | 0.05% | 0.09% | 0.15% | Q3 2017 | Q3 2023 | 6 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 6 | 6 | 0.11% | 0.22% | 0.33% | Q2 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Harvest Investment Services, LLC | 3 | 1 | 0.09% | 0.20% | 0.36% | Q1 2020 | Q1 2022 | 5 |
Destination Wealth Management | 4 | 1 | 0.00% | 0.12% | 0.20% | Q2 2015 | Q2 2018 | 5 |
Fort Point Capital Partners LLC | 5 | 5 | 0.26% | 0.47% | 0.62% | Q1 2022 | Q1 2023 | 5 |
GSA CAPITAL PARTNERS LLP | 3 | 2 | 0.03% | 0.09% | 0.15% | Q3 2021 | Q3 2023 | 5 |
Rehmann Capital Advisory Group | 5 | 5 | 0.33% | 0.36% | 0.40% | Q3 2022 | Q3 2023 | 5 |
Heritage Wealth Advisors | 5 | 5 | 0.02% | 0.06% | 0.12% | Q2 2018 | Q2 2019 | 5 |
One Charles Private Wealth Services, LLC | 5 | 5 | 0.13% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Wealthstar Advisors, LLC | 4 | 1 | 0.07% | 0.39% | 1.53% | Q1 2018 | Q1 2022 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
CHEMUNG CANAL TRUST CO | 5 | 5 | 0.70% | 0.76% | 0.81% | Q2 2022 | Q2 2023 | 5 |
PFG Private Wealth Management, LLC | 5 | 5 | 0.00% | 0.91% | 2.35% | Q3 2022 | Q3 2023 | 5 |
Oxinas Partners Wealth Management LLC | 4 | 1 | 0.15% | 0.21% | 0.32% | Q1 2021 | Q3 2023 | 5 |
STRINGER ASSET MANAGEMENT, LLC | 4 | 1 | 0.82% | 2.68% | 4.16% | Q1 2015 | Q2 2016 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
Haverford Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Baird Financial Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.29% | 0.49% | Q2 2016 | Q3 2018 | 5 |
TCI Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Tri-Star Advisors Inc. | 4 | 1 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q4 2022 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Founders Financial Alliance, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cadent Capital Advisors, LLC | 5 | 5 | 0.30% | 0.34% | 0.40% | Q2 2022 | Q2 2023 | 5 |
SYM FINANCIAL Corp | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
TAP Consulting, LLC | 5 | 5 | 0.31% | 0.54% | 0.73% | Q3 2022 | Q3 2023 | 5 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 5 |
PACIFIC SUN FINANCIAL CORP | 4 | 1 | 0.12% | 0.21% | 0.28% | Q1 2022 | Q2 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.02% | 0.05% | 0.06% | Q3 2016 | Q1 2022 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
SYNOVUS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 5 |
HBW ADVISORY SERVICES LLC | 4 | 1 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 5 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2022 | 5 |
Well Done, LLC | 5 | 5 | 0.73% | 0.82% | 0.88% | Q3 2022 | Q3 2023 | 5 |
Wealth Management Partners, LLC | 3 | 1 | 0.14% | 0.16% | 0.18% | Q4 2020 | Q4 2022 | 5 |
DELTA ASSET MANAGEMENT LLC/TN | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
COLONY GROUP LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
BANK HAPOALIM BM | 3 | 2 | 0.24% | 1.54% | 3.37% | Q3 2018 | Q4 2020 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Invesco Ltd. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 5 |
COTTONWOOD CAPITAL ADVISORS, LLC | 4 | 4 | 0.26% | 0.37% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.22% | 0.88% | Q3 2017 | Q3 2023 | 4 |
Strategic Wealth Partners, Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2015 | 4 |
Allianz Asset Management GmbH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
WESPAC Advisors, LLC | 3 | 1 | 0.20% | 0.57% | 0.79% | Q2 2013 | Q1 2021 | 4 |
Milestone Advisory Partners | 2 | 2 | 0.14% | 0.34% | 0.70% | Q3 2019 | Q1 2023 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 4 | 4 | 0.90% | 1.45% | 1.84% | Q1 2022 | Q4 2022 | 4 |
Mariner, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2023 | 4 |
SAXON INTERESTS, INC. | 4 | 4 | 0.11% | 0.17% | 0.28% | Q3 2022 | Q2 2023 | 4 |
Biondo Investment Advisors, LLC | 3 | 1 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q3 2023 | 4 |
Oakworth Capital, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Leelyn Smith, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
D.A. DAVIDSON & CO. | 3 | 1 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2016 | 4 |
PRINCETON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.09% | 0.13% | 0.16% | Q3 2022 | Q2 2023 | 4 |
WealthSpring Partners, LLC | 4 | 4 | 6.73% | 7.60% | 8.47% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.10% | 0.16% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Joel Isaacson & Co., LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Meridian Wealth Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 4 |
Kaye Capital Management | 4 | 4 | 4.35% | 4.82% | 5.31% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Tradition Wealth Management, LLC | 4 | 4 | 0.00% | 0.08% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Systelligence, LLC | 4 | 4 | 1.42% | 2.31% | 3.07% | Q4 2022 | Q3 2023 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Ashburton (Jersey) Ltd | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 4 |
Laffer Tengler Investments, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
StoneX Group Inc. | 4 | 4 | 0.19% | 0.24% | 0.32% | Q1 2021 | Q4 2021 | 4 |
Tevis Investment Management | 4 | 4 | 0.01% | 0.04% | 0.14% | Q4 2021 | Q3 2022 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Kesler, Norman & Wride, LLC | 3 | 1 | 0.06% | 0.48% | 0.92% | Q2 2022 | Q3 2023 | 4 |
NORTHERN TRUST CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.01% | 0.03% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Paradigm Financial Advisors, LLC | 3 | 1 | 0.03% | 0.72% | 1.09% | Q1 2014 | Q3 2021 | 4 |
GW HENSSLER & ASSOCIATES LTD | 4 | 4 | 0.03% | 0.05% | 0.06% | Q2 2014 | Q1 2015 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
DENVER WEALTH MANAGEMENT, INC. | 4 | 4 | 0.24% | 0.70% | 1.05% | Q2 2022 | Q1 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Csenge Advisory Group | 4 | 4 | 0.04% | 0.07% | 0.08% | Q2 2020 | Q1 2021 | 4 |
DB Wealth Management Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 3 |
Apeiron RIA LLC | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Sandy Cove Advisors, LLC | 2 | 1 | 0.16% | 0.17% | 0.17% | Q4 2021 | Q4 2022 | 3 |
Simplicity Solutions, LLC | 1 | 1 | 0.04% | 1.04% | 2.91% | Q4 2014 | Q2 2019 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.00% | 0.70% | 2.11% | Q4 2022 | Q3 2023 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 0.29% | 0.33% | 0.38% | Q1 2018 | Q3 2018 | 3 |
WJ Wealth Management, LLC | 3 | 3 | 3.50% | 4.26% | 5.01% | Q2 2022 | Q4 2022 | 3 |
Clal Insurance Enterprises Holdings Ltd | 3 | 3 | 0.11% | 0.11% | 0.12% | Q4 2014 | Q2 2015 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.08% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 3 |
Capital CS Group, LLC | 3 | 3 | 1.45% | 1.64% | 1.87% | Q3 2022 | Q1 2023 | 3 |
SCOTIA CAPITAL INC. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2023 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AMJ Financial Wealth Management | 3 | 3 | 0.11% | 0.17% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Interchange Capital Partners, LLC | 3 | 3 | 0.12% | 0.18% | 0.23% | Q4 2022 | Q2 2023 | 3 |
Cresset Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Beaumont Financial Partners, LLC | 2 | 1 | 0.36% | 1.09% | 2.12% | Q4 2014 | Q2 2016 | 3 |
Covestor Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Capitol Family Office, Inc. | 3 | 3 | 0.80% | 4.11% | 5.85% | Q4 2022 | Q2 2023 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2015 | 3 |
OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Kore Private Wealth LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q4 2018 | Q3 2021 | 3 |
Keel Point, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Wellington Shields Capital Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.09% | Q1 2022 | Q3 2022 | 3 |
SFI Advisors, LLC | 3 | 3 | 1.91% | 2.76% | 3.20% | Q1 2023 | Q3 2023 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Camarda Financial Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q1 2015 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Tortoise Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q1 2015 | 3 |
Anchor Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
First Heartland Consultants, Inc. | 3 | 3 | 0.08% | 0.31% | 0.43% | Q1 2022 | Q3 2022 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.08% | 0.12% | 0.16% | Q3 2015 | Q1 2016 | 2 |
Aspire Capital Advisors LLC | 2 | 2 | 2.99% | 3.13% | 3.26% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
HWG Holdings LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Ignite Planners, LLC | 2 | 2 | 1.68% | 1.68% | 1.68% | Q4 2022 | Q1 2023 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.48% | 0.54% | 0.59% | Q2 2019 | Q3 2019 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 1.34% | 1.83% | 2.32% | Q1 2016 | Q2 2016 | 2 |
Betterment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
West Branch Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.56% | 0.77% | 0.98% | Q1 2023 | Q3 2023 | 2 |
Gary Goldberg Planning Services Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q2 2013 | 2 |
Syntal Capital Partners, LLC | 1 | 1 | 0.56% | 0.76% | 0.95% | Q1 2014 | Q3 2019 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.06% | 0.82% | 1.57% | Q3 2015 | Q1 2023 | 2 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 1.12% | 1.17% | 1.22% | Q4 2022 | Q1 2023 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 2 |
Cutter & CO Brokerage, Inc. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2014 | Q1 2015 | 2 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 0.41% | 0.46% | 0.50% | Q4 2021 | Q1 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
LFS ASSET MANAGEMENT | 2 | 2 | 6.46% | 7.20% | 7.93% | Q2 2022 | Q3 2022 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BlackRock Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Pinnacle Family Advisors, LLC | 1 | 1 | 1.01% | 1.47% | 1.94% | Q2 2017 | Q1 2020 | 2 |
ALLSTATE CORP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.08% | 0.33% | 0.57% | Q4 2020 | Q1 2021 | 2 |
Commonwealth Financial Services, LLC | 2 | 2 | 0.01% | 0.35% | 0.69% | Q4 2014 | Q1 2015 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 1.93% | 2.16% | 2.39% | Q2 2016 | Q3 2016 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.01% | 0.08% | 0.15% | Q3 2020 | Q4 2020 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Wolf Group Capital Advisors | 2 | 2 | 0.38% | 0.38% | 0.39% | Q2 2022 | Q3 2022 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
OmniStar Financial Group, Inc. | 2 | 2 | 0.65% | 0.70% | 0.75% | Q3 2022 | Q4 2022 | 2 |
Millington Financial Advisors, LLC | 2 | 2 | 3.10% | 3.25% | 3.39% | Q4 2022 | Q1 2023 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 7.00% | 7.74% | 8.48% | Q4 2022 | Q1 2023 | 2 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.15% | 0.30% | Q4 2022 | Q2 2023 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Davis Capital Management | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2020 | Q2 2020 | 2 |
S.C. Financial Services, Inc. | 2 | 2 | 0.38% | 0.38% | 0.38% | Q3 2022 | Q4 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 2 |
ARROW FINANCIAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Spectrum Management Group, LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q2 2022 | Q3 2022 | 2 |
Forbes Financial Planning, Inc. | 2 | 2 | 2.02% | 2.10% | 2.17% | Q1 2023 | Q2 2023 | 2 |
Retirement Planning Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Barber Financial Group, Inc. | 1 | 1 | 0.06% | 0.10% | 0.14% | Q2 2017 | Q1 2022 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.43% | 0.43% | 0.43% | Q4 2020 | Q1 2021 | 2 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BigSur Wealth Management LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2018 | Q1 2018 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Gilfoyle & Co LLC | 1 | 1 | 4.89% | 4.89% | 4.89% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
WNY Asset Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2017 | Q2 2017 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2015 | Q2 2015 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 1.24% | 1.24% | 1.24% | Q1 2017 | Q1 2017 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 3.40% | 3.40% | 3.40% | Q3 2023 | Q3 2023 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Elwood & Goetz Wealth Advisory Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 2.96% | 2.96% | 2.96% | Q4 2014 | Q4 2014 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Tandem Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Towerpoint Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Shoker Investment Counsel, Inc. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2018 | Q4 2018 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 2.20% | 2.20% | 2.20% | Q3 2020 | Q3 2020 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Wyrmwood Management LLC | 1 | 1 | 4.51% | 4.51% | 4.51% | Q3 2023 | Q3 2023 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2021 | Q4 2021 | 1 |
West Coast Financial LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
CMC Financial Group | 1 | 1 | 1.21% | 1.21% | 1.21% | Q1 2022 | Q1 2022 | 1 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q2 2022 | Q2 2022 | 1 |
TFB Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 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 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Signify Wealth | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2022 | Q2 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Fermata Advisors, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2022 | Q4 2022 | 1 |
Elgethun Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2016 | Q3 2016 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
Emery Howard Portfolio Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Prostatis Group LLC | 1 | 1 | 4.50% | 4.50% | 4.50% | Q2 2023 | Q2 2023 | 1 |
Retireful, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Progressive Investment Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Benchmark Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2017 | Q4 2017 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2018 | Q4 2018 | 1 |
Empowered Funds, LLC | 1 | 1 | 5.22% | 5.22% | 5.22% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.