Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 65 |
Tortoise Investment Management, LLC | 44 | 44 | 0.06% | 0.71% | 2.46% | Q4 2012 | Q3 2023 | 44 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 42 | 42 | 2.51% | 3.81% | 4.98% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Citadel Advisors | 14 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
OARSMAN CAPITAL, INC. | 26 | 14 | 0.15% | 0.21% | 0.26% | Q3 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
AlphaMark Advisors, LLC | 38 | 38 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2022 | 38 |
AMERIPRISE FINANCIAL INC | 17 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
Boston Standard Wealth Management, LLC | 22 | 14 | 1.39% | 1.72% | 2.56% | Q4 2014 | Q4 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Lowe Wealth Advisors, LLC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 35 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 33 |
CITIGROUP INC | 19 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 32 |
REGIONS FINANCIAL CORP | 18 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2021 | 30 |
QS Investors, LLC | 23 | 2 | 0.00% | 0.06% | 0.92% | Q2 2013 | Q1 2021 | 30 |
PNC FINANCIAL SERVICES GROUP, INC. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 30 |
Cutler Group LLC / CA | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
RAYMOND JAMES & ASSOCIATES | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
M Holdings Securities, Inc. | 21 | 1 | 0.06% | 0.28% | 0.61% | Q3 2014 | Q1 2023 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2023 | 27 |
NORTHERN TRUST CORP | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
IFP Advisors, Inc | 13 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2022 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
Raymond James Financial Services Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 25 |
Baird Financial Group, Inc. | 25 | 25 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2021 | 25 |
Global Retirement Partners, LLC | 24 | 24 | 0.00% | 0.01% | 0.11% | Q4 2017 | Q3 2023 | 24 |
BANK OF MONTREAL /CAN/ | 12 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 24 |
SCOTIA CAPITAL INC. | 23 | 23 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 23 |
M Financial Asset Management, Inc. | 23 | 23 | 3.04% | 4.90% | 7.05% | Q4 2017 | Q2 2023 | 23 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
Cambridge Investment Research Advisors, Inc. | 14 | 7 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2022 | 21 |
Stratos Wealth Partners, LTD. | 21 | 21 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q4 2019 | 21 |
Tradewinds Capital Management, LLC | 21 | 21 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
US BANCORP \DE\ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 21 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 20 |
PICTET BANK & TRUST Ltd | 20 | 20 | 0.10% | 0.17% | 0.38% | Q4 2013 | Q3 2018 | 20 |
CENTRAL TRUST Co | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Creative Planning | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Tower Research Capital LLC (TRC) | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 18 |
CREDIT SUISSE AG/ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2021 | 18 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 18 |
MD Financial Management Inc. | 17 | 17 | 0.42% | 0.78% | 1.08% | Q4 2017 | Q4 2021 | 17 |
JANICZEK WEALTH MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
STEPHENS INC /AR/ | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 17 |
Biltmore Family Office, LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 17 |
Commonwealth Equity Services, Inc | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 17 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q1 2023 | 17 |
Mariner, LLC | 16 | 16 | 0.03% | 0.11% | 0.34% | Q2 2013 | Q1 2017 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Clark Capital Management Group, Inc. | 14 | 2 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q1 2022 | 16 |
Patten Group, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2018 | 16 |
JPMORGAN CHASE & CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2023 | 16 |
Independent Family Office, LLC | 16 | 16 | 0.67% | 1.40% | 2.32% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Parallel Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2020 | 15 |
Private Advisor Group, LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 15 |
Jackson Hole Capital Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
First Allied Advisory Services, Inc. | 9 | 6 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q3 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Blume Capital Management, Inc. | 14 | 14 | 0.03% | 0.13% | 1.45% | Q4 2018 | Q1 2022 | 14 |
BLB&B Advisors, LLC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q1 2015 | Q2 2018 | 14 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 14 |
AGF INVESTMENTS INC. | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 14 |
Money Design Co.,Ltd. | 11 | 2 | 0.00% | 0.13% | 0.27% | Q3 2017 | Q2 2021 | 13 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 13 | 13 | 0.02% | 0.04% | 0.13% | Q3 2020 | Q3 2023 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Aevitas Wealth Management, Inc. | 12 | 12 | 0.45% | 0.55% | 0.66% | Q4 2017 | Q3 2020 | 12 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2020 | 12 |
CX Institutional | 12 | 12 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q4 2022 | 12 |
Capital Directions Investment Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 12 |
DEUTSCHE BANK AG\ | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2019 | 12 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
MYCIO WEALTH PARTNERS, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 12 |
FARMERS & MERCHANTS INVESTMENTS INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
NVWM, LLC | 7 | 1 | 0.01% | 0.48% | 1.22% | Q4 2017 | Q1 2022 | 12 |
Matrix Trust Co | 8 | 3 | 0.04% | 0.16% | 1.08% | Q3 2020 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Prospera Financial Services Inc | 10 | 1 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 11 |
GOLDMAN SACHS GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 11 |
Kistler-Tiffany Companies, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
NewSquare Capital LLC | 7 | 4 | 0.00% | 0.23% | 0.65% | Q2 2013 | Q4 2022 | 11 |
CapWealth Advisors, LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2020 | 11 |
1832 Asset Management L.P. | 7 | 3 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.02% | 0.46% | 2.03% | Q2 2021 | Q3 2023 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q1 2023 | 10 |
FIFTH THIRD BANCORP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2019 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.03% | 0.04% | 0.11% | Q4 2014 | Q1 2017 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
WFG Advisors, LP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Catalyst Capital Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CWM, LLC | 7 | 2 | 0.00% | 0.05% | 0.28% | Q3 2013 | Q3 2023 | 9 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2016 | 9 |
Faithward Advisors, LLC | 8 | 1 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q4 2022 | 9 |
SouthState Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
10-15 ASSOCIATES, INC. | 9 | 9 | 0.12% | 0.30% | 0.38% | Q2 2013 | Q2 2015 | 9 |
Millburn Ridgefield Corp | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 9 |
COMERICA BANK | 7 | 1 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 8 |
Cranbrook Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
ASSETMARK, INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 8 |
BLAIR WILLIAM & CO/IL | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 8 |
OPPENHEIMER & CO INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
Spire Wealth Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Bellwether Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
COLONY GROUP LLC | 6 | 2 | 0.01% | 0.08% | 0.23% | Q3 2014 | Q2 2019 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
SIGNATUREFD, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 8 |
Addison Advisors LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 8 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.02% | 0.05% | 0.09% | Q2 2016 | Q2 2023 | 7 |
First Horizon Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
NOVARE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.04% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
ECLECTIC ASSOCIATES INC /ADV | 7 | 7 | 0.46% | 0.55% | 0.72% | Q1 2022 | Q3 2023 | 7 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 1 | 0.15% | 0.24% | 0.32% | Q1 2018 | Q3 2023 | 7 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Keel Point, LLC | 3 | 1 | 0.12% | 0.46% | 0.78% | Q3 2017 | Q1 2022 | 7 |
BANQUE PICTET & CIE SA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Banque Cantonale Vaudoise | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
M&T BANK CORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Janney Montgomery Scott LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 7 |
D'Orazio & Associates, Inc. | 7 | 7 | 0.05% | 0.96% | 2.50% | Q3 2014 | Q1 2016 | 7 |
Atria Investments, Inc | 6 | 6 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q4 2018 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 6 |
Virtu KCG Holdings LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2016 | 6 |
D.A. DAVIDSON & CO. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 6 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
S. R. Schill & Associates | 6 | 6 | 0.50% | 0.88% | 1.06% | Q4 2014 | Q1 2016 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
FLOW TRADERS U.S. LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2022 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2014 | 6 |
Wealthfront Advisers LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
RMB Capital Management, LLC | 6 | 6 | 0.39% | 1.03% | 1.39% | Q3 2014 | Q4 2015 | 6 |
JUNCTURE WEALTH STRATEGIES, LLC | 6 | 6 | 0.46% | 0.53% | 0.57% | Q4 2014 | Q1 2016 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
STIFEL FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 6 |
BDO Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Carroll Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Private Ocean, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q1 2021 | 6 |
B. Riley Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2021 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 5 |
MATRIX PRIVATE CAPITAL GROUP LLC | 5 | 5 | 0.04% | 0.07% | 0.14% | Q2 2021 | Q2 2022 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 5 |
Csenge Advisory Group | 5 | 5 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q1 2023 | 5 |
EPG Wealth Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 1.86% | 2.62% | 3.51% | Q2 2013 | Q2 2014 | 5 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 5 |
BB&T SECURITIES, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
NORTHERN CAPITAL MANAGEMENT LLC | 5 | 5 | 0.20% | 1.09% | 1.80% | Q2 2013 | Q2 2014 | 5 |
CIBC WORLD MARKET INC. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 5 |
Fusion Family Wealth LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
HUNTINGTON NATIONAL BANK | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2015 | 5 |
Essex Financial Services, Inc. | 5 | 5 | 0.02% | 0.14% | 0.28% | Q2 2021 | Q2 2022 | 5 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 5 |
Ledyard National Bank | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Sterling Investment Advisors, Ltd. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
FRANKLIN RESOURCES INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Community Bank, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Perigon Wealth Management, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q3 2021 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CAMG Solamere Management, LLC | 4 | 4 | 0.38% | 0.57% | 0.65% | Q4 2020 | Q3 2021 | 4 |
Brinker Capital Investments, LLC | 2 | 1 | 0.00% | 0.06% | 0.12% | Q2 2015 | Q4 2021 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 4 |
Optiver Holding B.V. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Voya Financial Advisors, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Advisor Resource Council | 1 | 1 | 0.00% | 0.06% | 0.10% | Q2 2021 | Q2 2022 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Lattice Strategies LLC | 4 | 4 | 0.23% | 0.36% | 0.58% | Q2 2013 | Q1 2014 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q1 2014 | 4 |
Capital Asset Advisory Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
VitalStone Financial, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
SPC Financial, Inc. | 2 | 1 | 0.06% | 0.10% | 0.16% | Q2 2018 | Q1 2020 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
BOSTON ADVISORS LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2013 | Q2 2014 | 3 |
BerganKDV Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.10% | Q2 2018 | Q1 2019 | 3 |
NATIONAL BANK OF CANADA /FI/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
SAXON INTERESTS, INC. | 3 | 3 | 0.47% | 0.76% | 0.92% | Q4 2021 | Q2 2022 | 3 |
ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2013 | 3 |
FIRST INTERSTATE BANK | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 3 |
Virtue Capital Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
HOWE & RUSLING INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
ACG Wealth | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
TCI Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
LGT CAPITAL PARTNERS LTD. | 3 | 3 | 0.32% | 0.34% | 0.35% | Q2 2014 | Q4 2014 | 3 |
Solstein Capital, LLC | 3 | 3 | 0.14% | 0.20% | 0.28% | Q4 2019 | Q2 2020 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Rather & Kittrell, Inc. | 3 | 3 | 0.24% | 0.30% | 0.34% | Q4 2021 | Q2 2022 | 3 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
MML INVESTORS SERVICES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 3 |
TIAA CREF TRUST CO FSB/MO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 3 |
Verition Fund Management LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2013 | Q1 2015 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Portfolio Strategies, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Stamos Capital Partners, L.P. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
Cavalier Investments, LLC | 2 | 2 | 1.21% | 1.27% | 1.33% | Q4 2020 | Q1 2021 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
BARRETT & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Joseph P. Lucia & Associates, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
BALLAST ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Fluent Financial, LLC | 2 | 2 | 2.56% | 2.69% | 2.83% | Q4 2017 | Q1 2018 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Rockefeller Capital Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Sigma Planning Corp | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2016 | Q1 2017 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q4 2019 | 2 |
Ellis Investment Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
NATIONAL PLANNING CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2017 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2020 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Wealthspire Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.26% | 0.30% | 0.34% | Q4 2019 | Q1 2020 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2020 | Q3 2020 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Torch Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2019 | Q2 2019 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hudock, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2021 | Q1 2021 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 1.59% | 1.59% | 1.59% | Q1 2018 | Q1 2018 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2021 | Q2 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Alhambra Investment Management LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2023 | Q3 2023 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
VICUS CAPITAL | 1 | 1 | 1.45% | 1.45% | 1.45% | Q2 2015 | Q2 2015 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SevenOneSeven Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
First National Bank of South Miami | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Financial Architects, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.