Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 96 |
Citadel Advisors | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 61 |
BARCLAYS PLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 48 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 46 |
HUNTINGTON NATIONAL BANK | 36 | 1 | 0.00% | 0.01% | 0.05% | Q1 2009 | Q3 2023 | 46 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.12% | 0.37% | 0.84% | Q1 2013 | Q3 2023 | 43 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 41 | 1 | 0.01% | 0.03% | 0.14% | Q1 2013 | Q3 2023 | 42 |
FORVIS Wealth Advisors, LLC | 42 | 42 | 0.02% | 0.08% | 0.59% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.34% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 42 |
ROBERTS GLORE & CO INC /IL/ | 29 | 12 | 0.20% | 0.34% | 0.52% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 0.03% | 0.11% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.03% | 0.44% | 1.39% | Q4 2013 | Q3 2023 | 40 |
Cambridge Investment Research Advisors, Inc. | 15 | 10 | 0.00% | 0.04% | 0.26% | Q2 2013 | Q3 2023 | 39 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 39 |
Private Advisor Group, LLC | 17 | 7 | 0.00% | 0.05% | 0.28% | Q4 2013 | Q3 2023 | 38 |
SYNOVUS FINANCIAL CORP | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q3 2022 | 38 |
Tower Research Capital LLC (TRC) | 21 | 1 | 0.00% | 0.06% | 0.34% | Q2 2013 | Q3 2023 | 38 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 37 | 0.00% | 0.08% | 0.42% | Q3 2014 | Q3 2023 | 37 |
ACG Wealth | 36 | 36 | 0.07% | 0.21% | 0.66% | Q4 2013 | Q3 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Bartlett & Co. LLC | 20 | 16 | 0.01% | 0.02% | 0.08% | Q4 2014 | Q4 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
CREDIT SUISSE AG/ | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2022 | 35 |
Tradewinds Capital Management, LLC | 34 | 34 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 34 |
OPPENHEIMER & CO INC | 16 | 7 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2023 | 34 |
FIFTH THIRD BANCORP | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
OLD SECOND NATIONAL BANK OF AURORA | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
Bray Capital Advisors | 33 | 33 | 0.17% | 0.21% | 0.30% | Q3 2015 | Q3 2023 | 33 |
United Asset Strategies, Inc. | 32 | 32 | 0.03% | 0.42% | 1.30% | Q2 2013 | Q1 2021 | 32 |
MYCIO WEALTH PARTNERS, LLC | 18 | 14 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 32 |
Ameritas Investment Partners, Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
People's United Financial, Inc. | 17 | 4 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2021 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.01% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.02% | 0.13% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 31 |
Harel Insurance Investments & Financial Services Ltd. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 30 |
NWAM LLC | 19 | 1 | 0.02% | 0.24% | 0.61% | Q1 2013 | Q4 2020 | 30 |
Advisory Services Network, LLC | 10 | 1 | 0.00% | 0.11% | 0.44% | Q4 2013 | Q3 2023 | 30 |
AlphaMark Advisors, LLC | 30 | 30 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2020 | 30 |
Stratos Wealth Partners, LTD. | 23 | 6 | 0.01% | 0.06% | 0.14% | Q4 2014 | Q2 2022 | 29 |
Daiwa Securities Group Inc. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Baker Avenue Asset Management, LP | 15 | 14 | 0.00% | 0.20% | 0.69% | Q2 2013 | Q3 2023 | 29 |
Field & Main Bank | 14 | 4 | 0.02% | 0.07% | 0.12% | Q4 2013 | Q3 2023 | 29 |
Snowden Capital Advisors LLC | 22 | 3 | 0.01% | 0.16% | 0.28% | Q1 2016 | Q3 2023 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Carroll Financial Associates, Inc. | 26 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q4 2019 | 27 |
STIFEL FINANCIAL CORP | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 27 |
Simmons Bank | 27 | 27 | 0.04% | 0.06% | 0.07% | Q1 2017 | Q3 2023 | 27 |
CWM, LLC | 19 | 8 | 0.00% | 0.03% | 0.31% | Q4 2016 | Q3 2023 | 27 |
OPTIMUM INVESTMENT ADVISORS | 23 | 4 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 27 |
Madden Advisory Services, Inc. | 27 | 27 | 0.12% | 0.41% | 0.53% | Q2 2013 | Q4 2019 | 27 |
Founders Capital Management | 13 | 13 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2023 | 26 |
Cetera Advisors LLC | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 16 | 2 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.06% | 0.14% | Q2 2017 | Q2 2023 | 25 |
Busey Bank | 14 | 11 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 25 |
CENTRAL TRUST Co | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 25 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2019 | 25 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
IHT Wealth Management, LLC | 23 | 1 | 0.01% | 0.10% | 0.56% | Q4 2016 | Q4 2022 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.02% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 24 |
First Heartland Consultants, Inc. | 10 | 1 | 0.08% | 0.53% | 2.16% | Q2 2013 | Q3 2023 | 23 |
HighTower Advisors, LLC | 12 | 11 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 14 | 8 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 22 |
Pathway Financial Advisors LLC | 14 | 8 | 0.31% | 0.54% | 0.96% | Q4 2017 | Q3 2023 | 22 |
SSI INVESTMENT MANAGEMENT LLC | 14 | 1 | 0.01% | 0.04% | 0.06% | Q3 2016 | Q4 2022 | 22 |
NEXT Financial Group, Inc | 22 | 22 | 0.01% | 0.07% | 0.25% | Q3 2014 | Q4 2019 | 22 |
MURPHY CAPITAL MANAGEMENT INC | 13 | 9 | 0.04% | 0.05% | 0.10% | Q4 2016 | Q2 2022 | 22 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.69% | 4.78% | Q4 2015 | Q3 2023 | 21 |
CHARTIST INC /CA/ | 12 | 1 | 0.28% | 1.19% | 2.70% | Q3 2013 | Q1 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q1 2023 | 21 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
ADELL HARRIMAN & CARPENTER INC | 17 | 3 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 20 |
First Allied Advisory Services, Inc. | 9 | 1 | 0.00% | 0.14% | 0.42% | Q2 2013 | Q3 2020 | 20 |
Cutler Group LLC / CA | 4 | 1 | 0.00% | 0.01% | 0.12% | Q4 2015 | Q3 2022 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 20 |
Winslow, Evans & Crocker, Inc. | 18 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q4 2020 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 19 |
LifePlan Financial Group, Inc | 11 | 8 | 0.00% | 1.02% | 5.15% | Q2 2013 | Q3 2020 | 19 |
SIGNATUREFD, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 19 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q2 2022 | 18 |
Truvestments Capital LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 18 |
STEPHENS INC /AR/ | 11 | 2 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q2 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2017 | 18 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 17 |
Legacy Advisors, LLC | 12 | 2 | 0.04% | 0.09% | 0.14% | Q1 2018 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 17 |
10-15 ASSOCIATES, INC. | 17 | 17 | 0.07% | 0.18% | 0.26% | Q4 2014 | Q4 2018 | 17 |
Kalos Management, Inc. | 12 | 1 | 0.17% | 1.20% | 2.50% | Q3 2016 | Q2 2023 | 17 |
Cresset Asset Management, LLC | 17 | 17 | 0.05% | 0.14% | 0.35% | Q4 2018 | Q4 2022 | 17 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Affiance Financial, LLC | 13 | 3 | 0.05% | 0.13% | 0.51% | Q4 2014 | Q4 2022 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.05% | 0.38% | 0.92% | Q4 2019 | Q3 2023 | 16 |
MONROE BANK & TRUST/MI | 6 | 2 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q1 2018 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Mutual Advisors, LLC | 9 | 1 | 0.01% | 0.06% | 0.21% | Q4 2017 | Q3 2023 | 16 |
Family Firm, Inc. | 16 | 16 | 0.09% | 0.11% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Advisors Preferred, LLC | 6 | 1 | 0.01% | 0.13% | 1.05% | Q4 2013 | Q3 2023 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2016 | 15 |
First Citizens Financial Corp | 13 | 2 | 0.96% | 1.22% | 1.52% | Q4 2019 | Q3 2023 | 15 |
Sigma Planning Corp | 11 | 1 | 0.01% | 0.07% | 0.19% | Q2 2016 | Q2 2023 | 15 |
MML INVESTORS SERVICES, LLC | 9 | 1 | 0.00% | 0.03% | 0.13% | Q2 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 11 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.05% | 0.13% | Q2 2016 | Q4 2019 | 15 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q2 2023 | 15 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.15% | 0.23% | 0.37% | Q4 2013 | Q1 2017 | 14 |
FIRST FINANCIAL CORP /IN/ | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 14 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
FIFTH THIRD SECURITIES, INC. | 7 | 1 | 0.03% | 0.21% | 0.91% | Q4 2016 | Q1 2023 | 14 |
Fusion Family Wealth LLC | 14 | 14 | 0.00% | 0.06% | 0.27% | Q4 2016 | Q1 2020 | 14 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 14 |
NAVELLIER & ASSOCIATES INC | 3 | 1 | 0.01% | 0.32% | 1.00% | Q3 2014 | Q3 2021 | 14 |
Janney Montgomery Scott LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 14 |
Veritable, L.P. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Ifrah Financial Services, Inc. | 10 | 4 | 0.08% | 0.16% | 0.23% | Q3 2017 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 9 | 4 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q1 2020 | 13 |
Arkadios Wealth Advisors | 13 | 13 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q4 2022 | 13 |
Coastal Bridge Advisors, LLC | 5 | 4 | 0.04% | 0.06% | 0.09% | Q3 2017 | Q3 2023 | 13 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2017 | 13 |
TWO SIGMA ADVISERS, LP | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2018 | 13 |
NATIONAL PLANNING CORP | 6 | 2 | 0.02% | 0.45% | 1.25% | Q3 2013 | Q4 2017 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 1 | 0.00% | 0.03% | 0.10% | Q2 2017 | Q3 2022 | 13 |
Pinnacle Family Advisors, LLC | 6 | 1 | 0.53% | 2.06% | 5.40% | Q4 2016 | Q4 2022 | 13 |
SouthState Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
CAPITAL FUND MANAGEMENT S.A. | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q4 2017 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
CEDAR CAPITAL, LLC | 8 | 5 | 0.21% | 0.83% | 1.33% | Q1 2018 | Q3 2021 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 13 |
CENTAURUS FINANCIAL, INC. | 4 | 1 | 0.01% | 0.06% | 0.20% | Q4 2017 | Q3 2023 | 12 |
Voya Financial Advisors, Inc. | 12 | 12 | 0.04% | 0.11% | 0.23% | Q2 2016 | Q1 2019 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 0.65% | 1.00% | 1.42% | Q4 2020 | Q3 2023 | 12 |
BlackRock Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 12 |
Walleye Trading LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 12 |
Conservest Capital Advisors, Inc. | 12 | 12 | 0.26% | 0.62% | 1.03% | Q1 2017 | Q4 2019 | 12 |
Capital Advisory Group Advisory Services, LLC | 12 | 12 | 0.02% | 0.13% | 0.25% | Q1 2018 | Q4 2020 | 12 |
Allianz Asset Management GmbH | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2023 | 12 |
American Portfolios Advisors | 6 | 2 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2022 | 12 |
BANK OF NOVA SCOTIA | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Mattern Wealth Management LLC | 12 | 12 | 0.17% | 0.55% | 2.06% | Q4 2020 | Q3 2023 | 12 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.03% | 0.23% | Q4 2017 | Q3 2023 | 12 |
Quantitative Advantage, LLC | 4 | 1 | 0.18% | 1.73% | 3.06% | Q1 2014 | Q3 2021 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
CT Financial Advisors LLC | 10 | 1 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q1 2017 | 11 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 11 |
Equitable Holdings, Inc. | 11 | 11 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.19% | 0.44% | Q2 2013 | Q3 2019 | 11 |
COMERICA SECURITIES,INC. | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Royal Fund Management, LLC | 5 | 1 | 0.07% | 0.80% | 2.34% | Q4 2017 | Q2 2023 | 11 |
Aptus Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q3 2023 | 11 |
PRUDENTIAL FINANCIAL INC | 11 | 11 | 0.00% | 0.01% | 0.06% | Q1 2021 | Q3 2023 | 11 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.07% | 0.32% | Q4 2014 | Q3 2023 | 11 |
Capital Investment Advisory Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 10 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q4 2017 | 10 |
SCOTIA CAPITAL INC. | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2023 | 10 |
WADE G W & INC | 10 | 10 | 0.02% | 0.08% | 0.13% | Q2 2021 | Q3 2023 | 10 |
FDx Advisors, Inc. | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q1 2019 | 10 |
Wealth Management Partners, LLC | 10 | 10 | 0.20% | 0.29% | 0.41% | Q2 2021 | Q3 2023 | 10 |
Providence Capital Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
EWG Elevate Inc. | 9 | 1 | 0.01% | 1.19% | 2.99% | Q4 2020 | Q2 2023 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
Clear Creek Financial Management, LLC | 9 | 1 | 0.06% | 0.43% | 1.65% | Q4 2020 | Q3 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 10 |
AE Wealth Management LLC | 9 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 10 |
Prospera Financial Services Inc | 8 | 1 | 0.01% | 0.10% | 0.35% | Q1 2018 | Q4 2022 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 10 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TrinityPoint Wealth, LLC | 9 | 9 | 0.04% | 0.07% | 0.15% | Q3 2021 | Q3 2023 | 9 |
TSFG, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
JNBA Financial Advisors | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 9 |
Krilogy Financial LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 9 |
Cetera Investment Advisers | 6 | 3 | 0.00% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
NORTHERN TRUST CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
GRIMES & COMPANY, INC. | 5 | 4 | 0.18% | 0.51% | 1.07% | Q2 2016 | Q3 2018 | 9 |
Barber Financial Group, Inc. | 2 | 1 | 0.13% | 1.75% | 7.56% | Q4 2016 | Q1 2023 | 9 |
Fulcrum Equity Management | 3 | 1 | 0.16% | 0.93% | 2.05% | Q2 2019 | Q2 2022 | 9 |
Trust Co | 9 | 9 | 0.00% | 0.32% | 1.81% | Q1 2015 | Q1 2017 | 9 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.03% | 0.12% | Q4 2020 | Q3 2023 | 9 |
PIERSHALE FINANCIAL GROUP, INC. | 4 | 1 | 3.58% | 6.01% | 10.19% | Q2 2014 | Q3 2021 | 9 |
Essex LLC | 9 | 9 | 0.23% | 0.36% | 0.41% | Q3 2021 | Q3 2023 | 9 |
CSat Investment Advisory, L.P. | 9 | 9 | 0.01% | 0.06% | 0.11% | Q2 2018 | Q2 2020 | 9 |
Mosaic Family Wealth, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Atria Investments, Inc | 5 | 3 | 0.02% | 0.05% | 0.20% | Q3 2013 | Q3 2022 | 8 |
SII INVESTMENTS INC/WI | 8 | 8 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2015 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
ASSETMARK, INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 8 |
Brookstone Capital Management | 5 | 1 | 0.01% | 0.35% | 1.65% | Q3 2020 | Q3 2023 | 8 |
WealthBridge Capital Management, LLC | 6 | 2 | 0.01% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 8 |
JOHNSON INVESTMENT COUNSEL INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
UNIONVIEW, LLC | 8 | 8 | 0.49% | 0.52% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Kavar Capital Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2019 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.06% | 0.32% | 1.19% | Q4 2021 | Q3 2023 | 8 |
SALEM INVESTMENT COUNSELORS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
USA FINANCIAL FORMULAS | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.04% | 1.01% | 2.22% | Q4 2014 | Q4 2017 | 8 |
HFG Advisors, Inc. | 8 | 8 | 0.36% | 0.50% | 0.63% | Q4 2021 | Q3 2023 | 8 |
Intercontinental Wealth Advisors, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q2 2022 | 8 |
BBVA USA Bancshares, Inc. | 8 | 8 | 0.30% | 0.32% | 0.34% | Q2 2013 | Q1 2015 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.05% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Joel Isaacson & Co., LLC | 8 | 8 | 0.07% | 0.08% | 0.08% | Q4 2016 | Q3 2018 | 8 |
NVWM, LLC | 4 | 1 | 0.00% | 0.15% | 0.56% | Q4 2017 | Q3 2023 | 8 |
Milestone Advisory Partners | 7 | 7 | 0.19% | 1.58% | 3.43% | Q1 2022 | Q3 2023 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
PGIM Custom Harvest LLC | 4 | 3 | 0.10% | 0.94% | 1.56% | Q1 2021 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
IFG Advisory, LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 7 |
Valeo Financial Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 7 | 7 | 0.21% | 0.25% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Commonwealth Financial Services, LLC | 4 | 3 | 0.02% | 1.65% | 5.67% | Q4 2014 | Q1 2017 | 7 |
Clal Insurance Enterprises Holdings Ltd | 7 | 7 | 0.47% | 0.62% | 0.89% | Q4 2014 | Q2 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.21% | 0.39% | Q2 2013 | Q4 2014 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
INGALLS & SNYDER LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q4 2017 | 7 |
Beaumont Financial Partners, LLC | 6 | 1 | 0.38% | 2.03% | 2.97% | Q2 2013 | Q1 2017 | 7 |
AdvisorNet Financial, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 7 |
Altium Wealth Management LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q4 2019 | 7 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2022 | 7 |
Horan Securities, Inc. | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 7 |
Sutton Wealth Advisors Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Financial Architects, Inc | 5 | 2 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2015 | 7 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Capital Analysts, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 6 |
EP Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
SPC Financial, Inc. | 6 | 6 | 0.07% | 1.61% | 2.22% | Q2 2022 | Q3 2023 | 6 |
ProVise Management Group, LLC | 5 | 1 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q2 2022 | 6 |
Investors Capital Advisory Services | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q2 2016 | 6 |
Fusion Investment Group, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2015 | 6 |
Nikulski Financial, Inc. | 6 | 6 | 0.25% | 0.31% | 0.40% | Q2 2022 | Q3 2023 | 6 |
S. R. Schill & Associates | 6 | 6 | 0.42% | 0.64% | 0.80% | Q4 2014 | Q1 2016 | 6 |
Blackston Financial Advisory Group, LLC | 6 | 6 | 0.17% | 0.29% | 0.48% | Q1 2022 | Q2 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
FineMark National Bank & Trust | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Prime Capital Investment Advisors, LLC | 4 | 2 | 0.01% | 0.07% | 0.14% | Q4 2017 | Q2 2019 | 6 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q2 2017 | 6 |
Independent Advisor Alliance | 5 | 1 | 0.02% | 0.04% | 0.13% | Q1 2017 | Q2 2021 | 6 |
Moloney Securities Asset Management, LLC | 3 | 1 | 0.08% | 0.24% | 0.61% | Q4 2020 | Q3 2023 | 6 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2016 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2019 | 6 |
MONETA GROUP INVESTMENT ADVISORS LLC | 6 | 6 | 0.14% | 0.28% | 0.40% | Q1 2013 | Q2 2014 | 6 |
COTTONWOOD CAPITAL ADVISORS, LLC | 6 | 6 | 0.24% | 0.49% | 0.65% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.05% | 0.15% | Q2 2021 | Q3 2023 | 5 |
Camarda Financial Advisors, LLC | 5 | 5 | 0.01% | 0.04% | 0.07% | Q1 2014 | Q1 2015 | 5 |
NorthRock Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Harvest Investment Services, LLC | 3 | 2 | 0.16% | 0.52% | 1.33% | Q2 2020 | Q2 2023 | 5 |
BB&T SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 5 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Belmont Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
MONTAG A & ASSOCIATES INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Hudock, Inc. | 5 | 5 | 0.00% | 0.09% | 0.28% | Q2 2016 | Q2 2017 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Jefferies Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 5 | 5 | 0.18% | 0.23% | 0.25% | Q4 2016 | Q4 2017 | 5 |
Placemark Investments, Inc. | 3 | 2 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2014 | 5 |
Kesler, Norman & Wride, LLC | 4 | 1 | 0.05% | 0.36% | 0.87% | Q1 2022 | Q3 2023 | 5 |
Csenge Advisory Group | 4 | 1 | 0.01% | 0.09% | 0.14% | Q3 2018 | Q4 2021 | 5 |
Vahanian & Associates Financial Planning Inc. | 4 | 1 | 0.53% | 1.01% | 1.32% | Q4 2021 | Q2 2023 | 5 |
Clark Capital Management Group, Inc. | 5 | 5 | 0.13% | 0.56% | 1.27% | Q2 2013 | Q2 2014 | 5 |
Rehmann Capital Advisory Group | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
VSR Financial Services, Inc. | 3 | 1 | 0.09% | 0.11% | 0.14% | Q2 2013 | Q2 2016 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TCI Wealth Advisors, Inc. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2021 | 5 |
AlphaStar Capital Management, LLC | 4 | 1 | 0.17% | 0.82% | 3.04% | Q2 2017 | Q2 2021 | 5 |
Sowell Financial Services LLC | 3 | 2 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q1 2021 | 5 |
Genesee Capital Advisors, LLC | 5 | 5 | 0.30% | 0.35% | 0.39% | Q2 2022 | Q2 2023 | 5 |
Lionsbridge Wealth Management LLC | 5 | 5 | 1.28% | 1.59% | 1.86% | Q1 2021 | Q1 2022 | 5 |
SOUTHERN CAPITAL ADVISORS, LLC | 3 | 2 | 0.16% | 0.22% | 0.45% | Q4 2021 | Q2 2023 | 5 |
NATIONAL BANK OF CANADA /FI/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Hedeker Wealth, LLC | 2 | 2 | 0.08% | 0.19% | 0.46% | Q2 2016 | Q1 2021 | 4 |
Tevis Investment Management | 4 | 4 | 0.02% | 0.09% | 0.16% | Q4 2021 | Q3 2022 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.11% | 0.47% | 0.69% | Q4 2017 | Q3 2018 | 4 |
RiverFront Investment Group, LLC | 4 | 4 | 0.10% | 0.34% | 0.76% | Q1 2009 | Q4 2009 | 4 |
StoneX Group Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q4 2021 | 4 |
BARINGS LLC | 4 | 4 | 0.07% | 0.16% | 0.27% | Q3 2020 | Q2 2021 | 4 |
Westside Investment Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 4 |
Banque Cantonale Vaudoise | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
ZWJ INVESTMENT COUNSEL INC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2017 | Q4 2017 | 4 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Avior Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Capital Asset Advisory Services LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
REDMONT WEALTH ADVISORS LLC | 4 | 4 | 0.32% | 0.34% | 0.36% | Q4 2021 | Q3 2022 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 4 |
Baystate Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 4 | 4 | 0.00% | 0.03% | 0.04% | Q3 2013 | Q2 2014 | 4 |
HRT FINANCIAL LP | 4 | 4 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q4 2022 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.08% | 0.14% | 0.20% | Q4 2013 | Q3 2014 | 4 |
ALLSTATE CORP | 4 | 4 | 0.04% | 0.17% | 0.24% | Q1 2022 | Q4 2022 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Pinnacle Summer Investments, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Blue Chip Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
STOCK YARDS BANK & TRUST CO | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q4 2014 | 4 |
Cypress Capital Management LLC (WY) | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
NewEdge Wealth, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.16% | 0.33% | 0.51% | Q4 2022 | Q3 2023 | 4 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.08% | 0.15% | 0.23% | Q4 2020 | Q1 2023 | 4 |
Archer Investment Corp | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Burleson & Company, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.05% | 0.10% | Q3 2014 | Q2 2015 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 2 | 1 | 0.02% | 0.06% | 0.10% | Q4 2016 | Q4 2020 | 4 |
ING GROEP NV | 4 | 4 | 0.05% | 0.08% | 0.15% | Q1 2013 | Q4 2013 | 4 |
Osborn Williams & Donohoe LLC | 4 | 4 | 0.38% | 0.49% | 0.56% | Q1 2019 | Q4 2019 | 4 |
Copperwynd Financial, LLC | 1 | 1 | 0.79% | 1.18% | 1.40% | Q4 2017 | Q1 2022 | 3 |
Renaissance Technologies | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Consilium Wealth Advisory, LLC | 3 | 3 | 0.70% | 0.81% | 0.94% | Q4 2021 | Q2 2022 | 3 |
Cutter & CO Brokerage, Inc. | 3 | 3 | 0.11% | 0.14% | 0.18% | Q1 2014 | Q3 2014 | 3 |
WP Advisors, LLC | 2 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q1 2019 | 3 |
Pinkerton Retirement Specialists, LLC | 2 | 1 | 1.14% | 2.09% | 2.89% | Q4 2020 | Q2 2023 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 1.15% | 1.28% | 1.46% | Q4 2020 | Q2 2021 | 3 |
Truadvice, LLC | 3 | 3 | 0.14% | 0.25% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Verity Asset Management, Inc. | 2 | 1 | 0.25% | 0.31% | 0.35% | Q4 2013 | Q4 2017 | 3 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Ancora Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 3 |
Glenview Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
UBS ASSET MANAGEMENT AMERICAS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Ahrens Investment Partners LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 3 |
Cadent Capital Advisors, LLC | 3 | 3 | 0.29% | 0.99% | 1.42% | Q1 2022 | Q3 2022 | 3 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 3 | 0.09% | 0.11% | 0.15% | Q1 2014 | Q3 2014 | 3 |
Amundi | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 3 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2023 | 3 |
CX Institutional | 2 | 1 | 0.01% | 0.06% | 0.14% | Q4 2018 | Q3 2022 | 3 |
55I, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Graypoint LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
RMB Capital Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
STRINGER ASSET MANAGEMENT, LLC | 3 | 3 | 0.53% | 0.75% | 1.02% | Q4 2013 | Q2 2014 | 3 |
TAP Consulting, LLC | 3 | 3 | 0.07% | 0.68% | 1.40% | Q2 2022 | Q4 2022 | 3 |
Parkside Financial Bank & Trust | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 3 |
Virtue Capital Management, LLC | 1 | 1 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q4 2022 | 3 |
SUNTRUST BANKS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.12% | 0.14% | 0.15% | Q4 2016 | Q4 2020 | 3 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 3 |
1776 Wealth LLC | 3 | 3 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q2 2020 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Formidable Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 3 |
FormulaFolio Investments, LLC | 2 | 2 | 0.01% | 0.37% | 0.73% | Q3 2020 | Q4 2020 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Ascension Capital Advisors, Inc. | 1 | 1 | 2.85% | 3.70% | 4.54% | Q4 2020 | Q3 2021 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.13% | 0.14% | 0.16% | Q4 2020 | Q3 2021 | 2 |
Dorsey Wright & Associates | 2 | 2 | 1.98% | 2.16% | 2.33% | Q2 2014 | Q3 2014 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Banco Santander, S.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q3 2021 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.70% | 0.70% | 0.70% | Q1 2017 | Q2 2017 | 2 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 2 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2018 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.12% | 0.26% | 0.40% | Q1 2009 | Q1 2010 | 2 |
Aspen Wealth Strategies, LLC | 2 | 2 | 0.21% | 0.24% | 0.27% | Q2 2023 | Q3 2023 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 2 |
Hartford Financial Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
NexWave Capital Partners LLC | 2 | 2 | 2.12% | 2.43% | 2.73% | Q2 2021 | Q3 2021 | 2 |
First Allied Asset Management, Inc. | 2 | 2 | 0.03% | 0.09% | 0.15% | Q2 2014 | Q3 2014 | 2 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.10% | 0.24% | 0.38% | Q3 2022 | Q2 2023 | 2 |
BOSTON RESEARCH & MANAGEMENT INC | 2 | 2 | 0.28% | 0.60% | 0.92% | Q3 2015 | Q4 2015 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2014 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Indiana Trust & Investment Management CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 2 | 2 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q2 2021 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Stearns Financial Services Group | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.11% | 0.21% | Q2 2022 | Q1 2023 | 2 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q2 2015 | 2 |
Arrow Investment Advisors, LLC | 2 | 2 | 3.01% | 3.03% | 3.05% | Q2 2014 | Q3 2014 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.03% | 0.06% | 0.09% | Q3 2016 | Q1 2021 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
EATON VANCE MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 0.19% | 0.22% | 0.24% | Q2 2016 | Q3 2016 | 2 |
Sterling Capital Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.49% | 0.98% | Q4 2017 | Q1 2018 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q4 2016 | 2 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 2 |
DOHJ, LLC | 2 | 2 | 0.31% | 0.34% | 0.37% | Q1 2023 | Q2 2023 | 2 |
Enterprise Trust & Investment Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
O'Dell Group, LLC | 2 | 2 | 0.22% | 0.36% | 0.51% | Q4 2022 | Q1 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
STRATEGIC WEALTH MANAGEMENT INC | 2 | 2 | 7.86% | 8.81% | 9.76% | Q3 2013 | Q4 2013 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.16% | 0.16% | 0.17% | Q3 2013 | Q3 2013 | 2 |
PRINCETON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Transamerica Financial Advisors, Inc. | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2016 | Q3 2016 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 2 |
Well Done, LLC | 2 | 2 | 0.55% | 0.61% | 0.66% | Q2 2022 | Q3 2022 | 2 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Capital CS Group, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2022 | Q3 2022 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cobble Hill Financial Services, INC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2013 | Q1 2013 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jackson Hole Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Ascension Asset Management LLC | 1 | 1 | 4.54% | 4.54% | 4.54% | Q4 2020 | Q4 2020 | 1 |
Pathlight Investors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2017 | Q1 2017 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Capital Square, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
First Command Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DRW Securities, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
SVB Investment Services Inc. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2022 | Q1 2022 | 1 |
Strategic Equity Management | 1 | 1 | 4.86% | 4.86% | 4.86% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Swaine & Leidel Wealth Services, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2021 | Q3 2021 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 2.43% | 2.43% | 2.43% | Q4 2017 | Q4 2017 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TCG Advisors, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 13.05% | 13.05% | 13.05% | Q4 2020 | Q4 2020 | 1 |
Key FInancial Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
MAI Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2020 | Q4 2020 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Overbrook Management Corp | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2019 | Q4 2019 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2022 | Q2 2022 | 1 |
Price Capital Management, Inc. | 1 | 1 | 6.36% | 6.36% | 6.36% | Q3 2017 | Q3 2017 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Security National Bank | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
CPWM, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q4 2017 | Q4 2017 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Alpine Group USVI, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
RMR Wealth Builders | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Retireful, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Taikang Asset Management (Hong Kong) Co Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2021 | Q2 2021 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
West Coast Financial LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Oxinas Partners Wealth Management LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2020 | Q4 2020 | 1 |
Lansing Street Advisors | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
PITCAIRN CO | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2014 | Q4 2014 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
Howard Capital Management Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2018 | Q4 2018 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
GREENUP STREET WEALTH MANAGEMENT LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2023 | Q2 2023 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Financial Services Advisory Inc | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2021 | Q2 2021 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
KANALY TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
FIRST COMMUNITY TRUST NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.