Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.03% | 0.08% | Q4 2012 | Q3 2023 | 44 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LEUTHOLD GROUP, LLC | 41 | 41 | 0.38% | 1.85% | 3.52% | Q3 2013 | Q3 2023 | 41 |
Checchi Capital Advisers, LLC | 40 | 40 | 1.75% | 3.56% | 6.86% | Q4 2013 | Q3 2023 | 40 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 40 | 40 | 0.01% | 0.05% | 0.17% | Q4 2013 | Q3 2023 | 40 |
Avior Wealth Management, LLC | 39 | 39 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q3 2023 | 39 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 39 |
Family Firm, Inc. | 36 | 36 | 1.52% | 1.76% | 2.12% | Q4 2014 | Q3 2023 | 36 |
BANK OF MONTREAL /CAN/ | 32 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
ASSETMARK, INC | 32 | 4 | 0.00% | 0.01% | 0.12% | Q2 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
CLEAR INVESTMENT RESEARCH, LLC | 35 | 35 | 0.12% | 0.49% | 1.78% | Q1 2015 | Q3 2023 | 35 |
Cambridge Investment Research Advisors, Inc. | 14 | 3 | 0.00% | 0.02% | 0.13% | Q4 2013 | Q3 2023 | 35 |
Personal Capital Advisors Corp | 34 | 34 | 0.00% | 0.60% | 0.85% | Q4 2013 | Q1 2022 | 34 |
CITIGROUP INC | 32 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 34 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 31 | 2 | 0.02% | 0.13% | 0.23% | Q2 2015 | Q3 2023 | 33 |
Ameritas Investment Partners, Inc. | 33 | 33 | 0.00% | 0.07% | 0.18% | Q4 2014 | Q4 2022 | 33 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 31 | 31 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 31 |
SYNOVUS FINANCIAL CORP | 28 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2022 | 31 |
HM PAYSON & CO | 16 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2023 | 30 |
AMERIPRISE FINANCIAL INC | 18 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 30 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 29 |
Raymond James Financial Services Advisors, Inc. | 22 | 7 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 29 |
JONES FINANCIAL COMPANIES LLLP | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Pure Financial Advisors, LLC | 15 | 6 | 0.01% | 0.26% | 1.00% | Q1 2016 | Q4 2023 | 28 |
Creative Planning | 12 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
PANAGORA ASSET MANAGEMENT INC | 27 | 27 | 0.00% | 0.05% | 0.08% | Q3 2014 | Q1 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2019 | 27 |
COMERICA BANK | 23 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 26 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 26 |
Carroll Financial Associates, Inc. | 26 | 26 | 0.00% | 0.00% | 0.10% | Q3 2015 | Q4 2021 | 26 |
PRUDENTIAL FINANCIAL INC | 21 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.02% | 0.16% | Q4 2013 | Q1 2023 | 25 |
FormulaFolio Investments, LLC | 23 | 2 | 0.01% | 1.70% | 6.29% | Q1 2015 | Q2 2021 | 25 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.01% | 0.18% | Q2 2013 | Q2 2023 | 24 |
AXA S.A. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
MACKENZIE FINANCIAL CORP | 24 | 24 | 0.02% | 0.04% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Sigma Planning Corp | 20 | 1 | 0.01% | 0.11% | 0.47% | Q4 2014 | Q4 2021 | 24 |
JPMORGAN CHASE & CO | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
Cetera Advisors LLC | 24 | 24 | 0.01% | 0.06% | 0.14% | Q1 2015 | Q4 2020 | 24 |
FDx Advisors, Inc. | 12 | 2 | 0.21% | 0.69% | 1.65% | Q2 2013 | Q2 2019 | 23 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 20 | 3 | 0.00% | 0.03% | 0.18% | Q1 2016 | Q3 2023 | 23 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21 | 21 | 0.18% | 0.54% | 0.87% | Q4 2014 | Q4 2019 | 21 |
Pinnacle Advisory Group, Inc. | 18 | 3 | 0.02% | 0.07% | 0.13% | Q3 2015 | Q1 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
HUSSMAN STRATEGIC ADVISORS, INC. | 21 | 21 | 0.01% | 0.10% | 0.60% | Q4 2014 | Q4 2019 | 21 |
Geneos Wealth Management Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
HL FINANCIAL SERVICES LLC | 13 | 2 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q1 2019 | 20 |
Compagnie Lombard Odier SCmA | 20 | 20 | 0.11% | 0.73% | 1.55% | Q4 2015 | Q3 2020 | 20 |
US BANCORP \DE\ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 20 |
Cetera Advisor Networks LLC | 18 | 2 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Ironwood Financial, llc | 16 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2019 | 20 |
ALESCO ADVISORS LLC | 20 | 20 | 0.05% | 0.16% | 0.20% | Q3 2014 | Q2 2019 | 20 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2021 | 19 |
Allworth Financial LP | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 19 |
ENTERPRISE FINANCIAL SERVICES CORP | 19 | 19 | 0.02% | 0.04% | 0.14% | Q4 2016 | Q2 2021 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Stratos Wealth Partners, LTD. | 19 | 19 | 0.03% | 0.04% | 0.07% | Q2 2015 | Q4 2019 | 19 |
Money Design Co.,Ltd. | 18 | 18 | 0.14% | 1.40% | 2.86% | Q2 2019 | Q3 2023 | 18 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.09% | 0.29% | Q2 2013 | Q2 2020 | 18 |
THOMPSON DAVIS & CO., INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 18 |
Broadview Financial Management, LLC | 18 | 18 | 0.46% | 0.82% | 1.59% | Q4 2017 | Q1 2022 | 18 |
Wilshire Advisors LLC | 18 | 18 | 1.95% | 5.49% | 13.70% | Q3 2017 | Q4 2021 | 18 |
Frontier Wealth Management LLC | 18 | 18 | 0.06% | 0.34% | 1.25% | Q4 2014 | Q1 2019 | 18 |
FMR LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
Horan Securities, Inc. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2021 | 17 |
JNBA Financial Advisors | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 17 |
BAR HARBOR WEALTH MANAGEMENT | 17 | 17 | 0.03% | 0.51% | 0.96% | Q1 2013 | Q1 2017 | 17 |
Global Retirement Partners, LLC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
Financial Engines Advisors L.L.C. | 17 | 17 | 0.00% | 1.18% | 1.71% | Q3 2019 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 17 |
Homrich & Berg | 12 | 5 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2021 | 17 |
AE Wealth Management LLC | 17 | 17 | 0.01% | 0.02% | 0.11% | Q3 2019 | Q3 2023 | 17 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 16 | 16 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2017 | 16 |
VICUS CAPITAL | 14 | 2 | 0.11% | 0.51% | 1.16% | Q3 2016 | Q2 2021 | 16 |
AGF INVESTMENTS INC. | 11 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 16 |
CAPSTONE ASSET MANAGEMENT CO | 16 | 16 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q2 2017 | 16 |
STIFEL FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2023 | 16 |
CIBC WORLD MARKET INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 16 |
Omega Financial Group, LLC | 16 | 16 | 0.70% | 1.36% | 1.99% | Q4 2018 | Q3 2022 | 16 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2022 | 16 |
UBS ASSET MANAGEMENT AMERICAS INC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 16 |
FIFTH THIRD BANCORP | 6 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 16 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.03% | 0.04% | Q3 2014 | Q4 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Gradient Investments LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 15 |
DUBUQUE BANK & TRUST CO | 12 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 15 |
OneDigital Investment Advisors LLC | 8 | 1 | 0.01% | 0.06% | 0.14% | Q2 2017 | Q2 2021 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q4 2016 | 15 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 2 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q2 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2019 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.01% | 0.43% | 3.23% | Q2 2016 | Q3 2020 | 15 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2020 | 15 |
Gradient Capital Advisors, LLC | 15 | 15 | 0.09% | 0.15% | 0.20% | Q3 2018 | Q1 2022 | 15 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Renaissance Technologies | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 14 |
Rehmann Capital Advisory Group | 11 | 1 | 0.02% | 0.27% | 0.61% | Q3 2015 | Q2 2019 | 14 |
Qube Research & Technologies Ltd | 10 | 2 | 0.00% | 0.02% | 0.17% | Q4 2019 | Q3 2023 | 14 |
Virtu KCG Holdings LLC | 14 | 14 | 0.01% | 0.04% | 0.27% | Q3 2013 | Q4 2016 | 14 |
RFG Advisory, LLC | 14 | 14 | 0.02% | 0.05% | 0.06% | Q1 2019 | Q2 2022 | 14 |
KANALY TRUST CO | 14 | 14 | 0.15% | 0.18% | 0.32% | Q2 2013 | Q3 2016 | 14 |
Commonwealth Equity Services, Inc | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2017 | 14 |
Cordasco Financial Network | 14 | 14 | 0.02% | 0.26% | 0.89% | Q4 2013 | Q1 2017 | 14 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 13 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q1 2023 | 14 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2019 | 14 |
SWS Partners | 5 | 1 | 0.08% | 0.15% | 0.22% | Q4 2017 | Q3 2023 | 14 |
HighTower Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 13 |
Garde Capital, Inc. | 13 | 13 | 0.12% | 1.22% | 2.81% | Q2 2014 | Q2 2017 | 13 |
MML INVESTORS SERVICES, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2023 | 13 |
HBK Sorce Advisory LLC | 13 | 13 | 0.04% | 0.07% | 0.10% | Q1 2016 | Q1 2019 | 13 |
BlackRock Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 13 |
FORESTERS ASSET MANAGEMENT INC. | 13 | 13 | 0.03% | 0.05% | 0.06% | Q2 2016 | Q2 2019 | 13 |
TWIN CAPITAL MANAGEMENT INC | 13 | 13 | 0.22% | 0.32% | 0.45% | Q3 2017 | Q3 2020 | 13 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 5 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 13 |
ALERUS FINANCIAL NA | 12 | 12 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q1 2019 | 12 |
WFG Advisors, LP | 7 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2017 | 12 |
I.G. INVESTMENT MANAGEMENT, LTD. | 12 | 12 | 0.00% | 0.04% | 0.08% | Q3 2014 | Q2 2017 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
SCOTIA CAPITAL INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 12 |
Inscription Capital, LLC | 9 | 3 | 1.14% | 3.04% | 4.30% | Q3 2020 | Q3 2023 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 12 |
Bison Wealth, LLC | 10 | 1 | 0.01% | 0.05% | 0.13% | Q1 2015 | Q1 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Cutler Group LLC / CA | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2018 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2016 | 12 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.06% | 0.33% | Q2 2016 | Q4 2022 | 12 |
Patten Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2018 | 11 |
FRANKLIN RESOURCES INC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
Mariner, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 11 |
Parallel Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 11 |
Perella Weinberg Partners Capital Management LP | 11 | 11 | 0.11% | 1.54% | 6.48% | Q1 2021 | Q3 2023 | 11 |
American Portfolios Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 10 |
Twele Capital Management, Inc. | 10 | 10 | 0.19% | 0.23% | 0.25% | Q2 2013 | Q3 2015 | 10 |
Voya Financial Advisors, Inc. | 10 | 10 | 1.91% | 2.61% | 4.72% | Q4 2017 | Q1 2020 | 10 |
Allianz Asset Management GmbH | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2021 | 10 |
Kingfisher Capital LLC | 9 | 1 | 0.02% | 1.51% | 2.34% | Q2 2013 | Q4 2015 | 10 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 9 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2022 | 9 |
Capital Asset Advisory Services LLC | 8 | 1 | 0.00% | 0.03% | 0.27% | Q2 2016 | Q3 2021 | 9 |
FCA CORP /TX | 9 | 9 | 1.94% | 2.16% | 2.30% | Q2 2013 | Q2 2015 | 9 |
Euro Pacific Asset Management, LLC | 9 | 9 | 0.11% | 0.22% | 0.41% | Q3 2021 | Q3 2023 | 9 |
Orion Portfolio Solutions, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2021 | 9 |
Windham Capital Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q4 2016 | 9 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 8 |
B. Riley Wealth Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2021 | 8 |
Cribstone Capital Management, LLC | 7 | 1 | 0.00% | 0.20% | 1.55% | Q4 2015 | Q4 2017 | 8 |
Bluefin Trading, LLC | 2 | 1 | 0.02% | 0.13% | 0.36% | Q2 2013 | Q4 2017 | 8 |
BB&T SECURITIES, LLC | 3 | 1 | 0.01% | 0.04% | 0.10% | Q4 2013 | Q4 2018 | 8 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.02% | 0.13% | 0.38% | Q3 2018 | Q3 2022 | 8 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.06% | 0.23% | Q4 2013 | Q3 2019 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Prospera Financial Services Inc | 6 | 1 | 0.00% | 0.11% | 0.28% | Q3 2013 | Q1 2022 | 8 |
Charles Schwab Investment Advisory, Inc. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 0.69% | 1.49% | 1.91% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 8 |
Tarbox Family Office, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Oakworth Capital, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
Independent Portfolio Consultants, Inc. | 8 | 8 | 0.07% | 0.09% | 0.12% | Q1 2014 | Q4 2015 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
IFC Holdings Incorporated/FL | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q2 2017 | 8 |
BNP PARIBAS FINANCIAL MARKETS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Financial Advisors Network, Inc. | 4 | 3 | 1.61% | 1.73% | 1.85% | Q2 2017 | Q4 2021 | 7 |
Brookstone Capital Management | 4 | 3 | 0.01% | 0.39% | 0.93% | Q3 2017 | Q1 2022 | 7 |
TRUST CO OF VERMONT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q4 2021 | 7 |
Professional Financial Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Morningstar Investment Services LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
COLONY GROUP LLC | 7 | 7 | 0.04% | 0.07% | 0.12% | Q3 2014 | Q1 2016 | 7 |
Simplicity Solutions, LLC | 6 | 1 | 0.01% | 0.04% | 0.18% | Q4 2016 | Q4 2020 | 7 |
DMC Group, LLC | 7 | 7 | 0.22% | 1.09% | 2.10% | Q4 2021 | Q2 2023 | 7 |
STERLING INVESTMENT ADVISORS LLC /ADV | 7 | 7 | 2.82% | 2.97% | 3.13% | Q4 2014 | Q2 2016 | 7 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.05% | 1.14% | 2.78% | Q3 2015 | Q1 2019 | 7 |
Hudock, Inc. | 6 | 1 | 0.00% | 0.69% | 1.70% | Q3 2014 | Q1 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Upper Left Wealth Management, LLC | 6 | 1 | 0.21% | 0.45% | 0.78% | Q4 2021 | Q3 2023 | 7 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 7 |
HB Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Crabel Capital Management, LLC | 5 | 1 | 0.11% | 0.50% | 1.21% | Q4 2017 | Q1 2023 | 6 |
HUNTINGTON NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 6 |
QS Investors, LLC | 6 | 6 | 0.02% | 0.08% | 0.17% | Q4 2014 | Q1 2016 | 6 |
Dynamic Advisor Solutions LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2021 | 6 |
Csenge Advisory Group | 4 | 1 | 0.02% | 0.05% | 0.07% | Q3 2018 | Q4 2021 | 6 |
Aptus Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 6 | 6 | 0.96% | 1.27% | 1.46% | Q2 2013 | Q3 2014 | 6 |
AllSquare Wealth Management LLC | 6 | 6 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q1 2016 | 6 |
Sage Advisory Services, Ltd.Co. | 6 | 6 | 1.35% | 4.87% | 6.11% | Q4 2017 | Q1 2019 | 6 |
Legacy Private Trust Co. | 4 | 2 | 0.02% | 0.11% | 0.28% | Q2 2016 | Q1 2018 | 6 |
Advisory Alpha, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 6 |
Mizuho Asset Management Co.,Ltd. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2014 | 6 |
Advisors Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
SEI INVESTMENTS CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 6 |
SigFig Wealth Management, LLC | 5 | 1 | 0.54% | 1.46% | 1.80% | Q4 2017 | Q2 2019 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 6 |
EATON VANCE MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
EXENCIAL WEALTH ADVISORS, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 5 |
Anchor Investment Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
SIGNATUREFD, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 5 |
Polaris Wealth Advisory Group, LLC | 5 | 5 | 0.18% | 0.21% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Atria Investments, Inc | 5 | 5 | 0.02% | 0.04% | 0.10% | Q4 2013 | Q4 2014 | 5 |
Apollon Wealth Management, LLC | 4 | 1 | 0.06% | 0.55% | 0.72% | Q1 2019 | Q2 2020 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
WEDBUSH SECURITIES INC | 3 | 2 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q4 2020 | 5 |
Estate Counselors, LLC | 2 | 1 | 0.11% | 1.16% | 1.64% | Q4 2014 | Q2 2018 | 5 |
Ameritas Investment Company, LLC | 4 | 1 | 0.00% | 0.07% | 0.35% | Q2 2019 | Q1 2021 | 5 |
Ellevest, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
VISTA CAPITAL PARTNERS, INC. | 3 | 1 | 0.11% | 0.19% | 0.37% | Q1 2021 | Q2 2023 | 5 |
Element Wealth, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Keel Point, LLC | 5 | 5 | 0.19% | 0.32% | 0.59% | Q3 2020 | Q3 2021 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
MinichMacGregor Wealth Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
First Financial Bank - Trust Division | 5 | 5 | 0.07% | 0.09% | 0.15% | Q4 2022 | Q4 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Sensible Financial Planning & Management, LLC. | 5 | 5 | 0.09% | 0.10% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Chandler Asset Management, Inc. | 3 | 1 | 0.00% | 0.43% | 0.96% | Q4 2017 | Q3 2022 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Sovereign Financial Group, Inc. | 4 | 4 | 0.10% | 0.14% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Royal Fund Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
GLENMEDE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
CALTON & ASSOCIATES, INC. | 3 | 1 | 0.00% | 0.09% | 0.12% | Q4 2017 | Q4 2018 | 4 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2021 | 4 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2021 | 4 |
Vantage Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2017 | 4 |
COMERICA SECURITIES INC | 4 | 4 | 0.42% | 0.46% | 0.49% | Q1 2018 | Q4 2018 | 4 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q2 2023 | 4 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 4 |
Beaumont Financial Partners, LLC | 4 | 4 | 0.14% | 0.63% | 1.34% | Q4 2013 | Q3 2014 | 4 |
CAPE COD FIVE CENTS SAVINGS BANK | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2013 | Q3 2014 | 4 |
Hanlon Investment Management, Inc. | 4 | 4 | 0.20% | 0.27% | 0.35% | Q1 2019 | Q4 2019 | 4 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 4 |
ADE, LLC | 4 | 4 | 0.03% | 0.27% | 1.00% | Q4 2020 | Q3 2021 | 4 |
FutureAdvisor, Inc. | 4 | 4 | 2.62% | 3.18% | 3.80% | Q4 2014 | Q3 2015 | 4 |
Goodwin Investment Advisory | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Horizon Investments, LLC | 2 | 1 | 0.05% | 0.50% | 0.72% | Q1 2014 | Q1 2018 | 4 |
FolioMetrix LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q2 2015 | 3 |
FIRST NATIONAL CORP /MA/ /ADV | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
FIRST MANHATTAN CO. LLC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 3 |
SALEM INVESTMENT COUNSELORS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 3 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Investors Research Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
North Ridge Wealth Advisors, Inc. | 3 | 3 | 2.82% | 3.21% | 3.42% | Q1 2023 | Q3 2023 | 3 |
New England Private Wealth Advisors LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.84% | 1.30% | 1.80% | Q1 2023 | Q3 2023 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2016 | 3 |
Ledyard National Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.15% | 0.44% | Q3 2015 | Q2 2020 | 3 |
VALLEY NATIONAL ADVISERS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.59% | 0.81% | 1.00% | Q4 2019 | Q2 2020 | 3 |
MATRIX PRIVATE CAPITAL GROUP LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Opes Advisors Inc | 3 | 3 | 0.14% | 0.18% | 0.23% | Q4 2016 | Q2 2017 | 3 |
Hayden Royal, LLC | 3 | 3 | 0.59% | 1.07% | 1.46% | Q3 2019 | Q1 2020 | 3 |
HSBC HOLDINGS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Empirical Asset Management, LLC | 3 | 3 | 0.72% | 0.75% | 0.78% | Q1 2023 | Q3 2023 | 3 |
Insight Wealth Strategies, LLC | 2 | 1 | 0.52% | 0.57% | 0.60% | Q3 2019 | Q4 2020 | 3 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.55% | 0.76% | 0.94% | Q1 2023 | Q3 2023 | 3 |
Integrated Investment Consultants, LLC | 3 | 3 | 0.00% | 0.03% | 0.04% | Q1 2016 | Q3 2016 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
COMERICA SECURITIES,INC. | 3 | 3 | 0.21% | 0.33% | 0.40% | Q1 2019 | Q3 2019 | 3 |
Dunhill Financial, LLC | 2 | 2 | 1.99% | 2.02% | 2.05% | Q2 2023 | Q3 2023 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Counsel Portfolio Services Inc. | 2 | 2 | 0.09% | 0.12% | 0.16% | Q1 2016 | Q2 2016 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Research Affiliates, LLC | 2 | 2 | 3.91% | 3.98% | 4.06% | Q2 2013 | Q3 2013 | 2 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 1.40% | 1.46% | 1.52% | Q1 2014 | Q2 2014 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.15% | 0.18% | 0.22% | Q2 2013 | Q3 2013 | 2 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Columbus Macro, LLC | 2 | 2 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q3 2023 | 2 |
First Allied Asset Management, Inc. | 2 | 2 | 0.43% | 0.44% | 0.44% | Q4 2013 | Q1 2014 | 2 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
FinTrust Investment Advisory Services, LLC | 2 | 2 | 1.35% | 1.37% | 1.39% | Q2 2013 | Q3 2013 | 2 |
People's United Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Ferguson Shapiro LLC | 2 | 2 | 1.81% | 1.89% | 1.97% | Q1 2021 | Q2 2021 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.72% | 0.92% | 1.12% | Q2 2016 | Q3 2016 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.72% | 0.74% | 0.75% | Q2 2016 | Q3 2016 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Biondo Investment Advisors, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q1 2014 | Q2 2014 | 2 |
Well Done, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q4 2018 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2017 | Q3 2017 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q2 2021 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Clearview Wealth Advisors LLC | 2 | 2 | 0.01% | 1.16% | 2.31% | Q1 2023 | Q2 2023 | 2 |
ESL Trust Services, LLC | 2 | 2 | 1.60% | 1.71% | 1.82% | Q4 2019 | Q1 2020 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Lattice Strategies LLC | 2 | 2 | 0.11% | 0.18% | 0.24% | Q2 2013 | Q3 2013 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.18% | 0.24% | 0.29% | Q2 2016 | Q1 2018 | 2 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 1.65% | 3.30% | Q3 2017 | Q1 2018 | 2 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.30% | 0.39% | 0.48% | Q2 2017 | Q3 2017 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.01% | 0.04% | 0.07% | Q3 2017 | Q4 2017 | 2 |
Long Wharf Investors, Inc. | 2 | 2 | 0.34% | 0.35% | 0.36% | Q1 2014 | Q2 2014 | 2 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.29% | 0.31% | 0.33% | Q3 2017 | Q1 2018 | 2 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q4 2013 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q3 2016 | Q4 2016 | 2 |
Pflug Koory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.03% | 0.08% | 0.13% | Q1 2023 | Q2 2023 | 2 |
BRIGHTON JONES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
MCIA Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
RHS Financial, LLC | 2 | 2 | 0.27% | 0.29% | 0.30% | Q3 2020 | Q4 2020 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 3.11% | 3.24% | 3.36% | Q2 2016 | Q3 2016 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Itau USA Asset Management Inc. | 1 | 1 | 3.98% | 3.98% | 3.98% | Q1 2016 | Q1 2016 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2015 | Q4 2015 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 2.43% | 2.43% | 2.43% | Q1 2023 | Q1 2023 | 1 |
AFAM CAPITAL, INC. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2017 | Q4 2017 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
WBH ADVISORY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ruggie Capital Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
STEPH & CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Opes Wealth Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Aries Wealth Management | 1 | 1 | 1.99% | 1.99% | 1.99% | Q1 2022 | Q1 2022 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
VALENTINE VENTURES LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2015 | Q4 2015 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2016 | Q1 2016 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Family Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
GREENUP STREET WEALTH MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2019 | Q2 2019 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 2.45% | 2.45% | 2.45% | Q1 2016 | Q1 2016 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q2 2019 | Q2 2019 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2013 | Q4 2013 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Covington Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
GSB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q1 2023 | Q1 2023 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2019 | Q3 2019 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q2 2013 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2018 | Q1 2018 | 1 |
Strid Group, LLC | 1 | 1 | 4.85% | 4.85% | 4.85% | Q2 2016 | Q2 2016 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.