Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 94 |
Cutler Group LLC / CA | 28 | 28 | 0.00% | 0.00% | 0.06% | Q4 2015 | Q3 2022 | 61 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 59 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.05% | 0.14% | Q1 2012 | Q3 2023 | 48 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 48 |
JANE STREET GROUP, LLC | 26 | 4 | 0.00% | 0.07% | 0.39% | Q1 2014 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 34 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 46 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 44 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2023 | 44 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.06% | 0.17% | Q1 2013 | Q3 2023 | 43 |
Goelzer Investment Management, Inc. | 43 | 43 | 0.03% | 0.07% | 0.22% | Q1 2013 | Q3 2023 | 43 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.01% | 0.05% | 0.35% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.04% | 0.45% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Palisades Hudson Asset Management, L.P. | 42 | 42 | 0.19% | 0.44% | 0.76% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 31 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Evercore Wealth Management, LLC | 36 | 5 | 0.00% | 0.13% | 0.30% | Q2 2013 | Q3 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 40 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 41 |
BANK OF NOVA SCOTIA | 29 | 5 | 0.00% | 0.57% | 3.22% | Q1 2013 | Q3 2023 | 41 |
OARSMAN CAPITAL, INC. | 27 | 14 | 0.15% | 0.25% | 0.41% | Q2 2013 | Q3 2023 | 41 |
SPINNAKER TRUST | 31 | 10 | 0.05% | 0.92% | 3.05% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
GFS Advisors, LLC | 29 | 11 | 0.00% | 0.94% | 3.11% | Q3 2013 | Q3 2023 | 40 |
FIFTH THIRD BANCORP | 26 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 33 | 7 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
NORTHERN TRUST CORP | 40 | 40 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 40 |
CREDIT SUISSE AG/ | 25 | 14 | 0.00% | 0.01% | 0.13% | Q1 2013 | Q3 2023 | 40 |
L. Roy Papp & Associates, LLP | 15 | 1 | 0.08% | 0.12% | 0.15% | Q2 2013 | Q3 2023 | 39 |
WELLINGTON MANAGEMENT GROUP LLP | 19 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q4 2022 | 39 |
BANQUE PICTET & CIE SA | 27 | 12 | 0.01% | 0.04% | 0.29% | Q4 2013 | Q3 2023 | 39 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q3 2023 | 38 |
BANK PICTET & CIE (ASIA) LTD | 25 | 1 | 0.07% | 1.93% | 16.64% | Q4 2013 | Q3 2023 | 38 |
TORONTO DOMINION BANK | 25 | 13 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 38 |
Hudock, Inc. | 38 | 38 | 0.02% | 0.10% | 0.56% | Q2 2013 | Q3 2022 | 38 |
NWAM LLC | 26 | 2 | 0.02% | 0.35% | 1.11% | Q2 2012 | Q3 2023 | 37 |
EFG Asset Management (Americas) Corp. | 37 | 37 | 0.00% | 0.59% | 1.23% | Q3 2014 | Q3 2023 | 37 |
BANK HAPOALIM BM | 34 | 2 | 0.03% | 0.29% | 0.78% | Q4 2013 | Q2 2023 | 36 |
Dorsey & Whitney Trust CO LLC | 30 | 6 | 0.02% | 0.08% | 0.34% | Q1 2014 | Q1 2023 | 36 |
WEBSTER BANK, N. A. | 36 | 36 | 0.04% | 0.19% | 0.29% | Q4 2014 | Q3 2023 | 36 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 36 |
Round Table Services, LLC | 36 | 36 | 0.18% | 1.15% | 3.71% | Q2 2013 | Q1 2022 | 36 |
Bank of New York Mellon Corp | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
ALLIANCEBERNSTEIN L.P. | 32 | 3 | 0.00% | 0.02% | 0.12% | Q4 2014 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 9 | 3 | 0.00% | 0.07% | 0.68% | Q4 2013 | Q3 2023 | 35 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 34 |
Psagot Value Holdings Ltd. | 34 | 34 | 0.03% | 2.34% | 6.73% | Q2 2013 | Q3 2021 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 0.19% | 0.49% | Q2 2015 | Q3 2023 | 34 |
Roble, Belko & Company, Inc | 33 | 33 | 0.22% | 0.43% | 0.72% | Q1 2015 | Q1 2023 | 33 |
SG Americas Securities, LLC | 23 | 1 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 33 |
BROWN ADVISORY INC | 33 | 33 | 0.00% | 0.08% | 0.27% | Q3 2015 | Q3 2023 | 33 |
WASHINGTON TRUST BANK | 33 | 33 | 0.11% | 0.17% | 0.27% | Q1 2014 | Q1 2022 | 33 |
BANK OF MONTREAL /CAN/ | 24 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 33 |
US BANCORP \DE\ | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 33 |
COLONY GROUP LLC | 32 | 1 | 0.00% | 0.17% | 0.91% | Q3 2014 | Q3 2023 | 33 |
Kingfisher Capital LLC | 28 | 4 | 0.25% | 0.90% | 2.28% | Q2 2013 | Q3 2023 | 32 |
Brinker Capital Investments, LLC | 21 | 11 | 0.03% | 0.38% | 1.77% | Q2 2013 | Q2 2021 | 32 |
Accredited Investors Inc. | 19 | 5 | 0.07% | 1.67% | 5.02% | Q4 2014 | Q3 2023 | 32 |
Migdal Insurance & Financial Holdings Ltd. | 32 | 32 | 0.00% | 0.18% | 2.75% | Q4 2015 | Q3 2023 | 32 |
CIBC Private Wealth Group, LLC | 21 | 11 | 0.01% | 0.10% | 0.29% | Q1 2014 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q3 2023 | 31 |
RiverFront Investment Group, LLC | 13 | 1 | 0.11% | 1.48% | 4.74% | Q2 2009 | Q1 2021 | 31 |
Creative Planning | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.04% | 0.27% | 0.84% | Q2 2016 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 30 |
Ramsay, Stattman, Vela & Price, Inc. | 30 | 30 | 0.10% | 0.19% | 0.25% | Q1 2015 | Q2 2022 | 30 |
Bison Wealth, LLC | 30 | 30 | 0.01% | 0.15% | 0.21% | Q4 2014 | Q1 2022 | 30 |
BLAIR WILLIAM & CO/IL | 23 | 2 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 30 |
BNP PARIBAS FINANCIAL MARKETS | 23 | 1 | 0.00% | 0.01% | 0.10% | Q2 2014 | Q3 2023 | 30 |
HighTower Advisors, LLC | 28 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q2 2023 | 29 |
BlackRock Inc. | 26 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 29 |
Harel Insurance Investments & Financial Services Ltd. | 15 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 29 |
Callan Capital, LLC | 29 | 29 | 0.10% | 0.29% | 0.90% | Q2 2013 | Q2 2020 | 29 |
PRUDENTIAL FINANCIAL INC | 19 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 29 |
Compagnie Lombard Odier SCmA | 19 | 1 | 0.00% | 0.11% | 0.57% | Q4 2013 | Q3 2023 | 29 |
Allianz Asset Management GmbH | 17 | 3 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2023 | 28 |
Janney Montgomery Scott LLC | 25 | 3 | 0.00% | 0.18% | 0.77% | Q4 2014 | Q1 2023 | 28 |
Zurich Insurance Group Ltd/FI | 28 | 28 | 0.01% | 0.06% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.06% | 0.06% | 0.08% | Q4 2014 | Q3 2021 | 28 |
Baird Financial Group, Inc. | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 28 |
Banco Santander, S.A. | 18 | 9 | 0.01% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 27 |
Rothschild & Co Wealth Management UK Ltd | 27 | 27 | 0.03% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 27 |
ALTFEST L J & CO INC | 20 | 7 | 0.13% | 0.31% | 1.01% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q4 2019 | 27 |
NEXT Financial Group, Inc | 14 | 13 | 0.00% | 0.08% | 0.28% | Q3 2014 | Q4 2021 | 27 |
ARROW FINANCIAL CORP | 26 | 26 | 0.00% | 0.59% | 2.86% | Q2 2017 | Q3 2023 | 26 |
CWM, LLC | 23 | 3 | 0.00% | 0.07% | 0.71% | Q4 2015 | Q2 2022 | 26 |
Armor Investment Advisors, LLC | 26 | 26 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q1 2023 | 26 |
Strategic Point Investment Advisors, LLC | 25 | 25 | 0.03% | 3.52% | 7.76% | Q1 2016 | Q1 2022 | 25 |
WHITTIER TRUST CO OF NEVADA INC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
STIFEL FINANCIAL CORP | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 25 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 25 |
ASSOCIATED BANC-CORP | 25 | 25 | 0.01% | 0.06% | 0.11% | Q3 2017 | Q3 2023 | 25 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 14 | 11 | 0.88% | 3.15% | 5.54% | Q4 2014 | Q3 2023 | 25 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 1.28% | 6.33% | Q2 2013 | Q3 2023 | 25 |
PICTET ASSET MANAGEMENT LTD | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
OLD MISSION CAPITAL LLC | 7 | 1 | 0.04% | 1.35% | 4.33% | Q4 2014 | Q3 2023 | 24 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 3 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q4 2021 | 24 |
Mariner, LLC | 15 | 9 | 0.01% | 0.14% | 0.53% | Q2 2013 | Q3 2019 | 24 |
BigSur Wealth Management LLC | 24 | 24 | 0.17% | 0.24% | 0.43% | Q4 2017 | Q3 2023 | 24 |
STEPHENS INC /AR/ | 15 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 14 | 1 | 0.00% | 0.50% | 2.56% | Q2 2013 | Q4 2022 | 23 |
Meristem Family Wealth, LLC | 18 | 1 | 0.09% | 0.91% | 8.55% | Q4 2013 | Q1 2022 | 23 |
WestEnd Advisors, LLC | 9 | 5 | 0.00% | 0.98% | 3.99% | Q2 2013 | Q1 2022 | 23 |
FRANKLIN RESOURCES INC | 13 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 23 |
Analyst IMS Investment Management Services Ltd. | 16 | 1 | 0.03% | 2.86% | 5.76% | Q1 2015 | Q3 2023 | 23 |
EXENCIAL WEALTH ADVISORS, LLC | 21 | 1 | 0.02% | 0.16% | 0.32% | Q1 2013 | Q2 2022 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2021 | 22 |
FMR LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 22 |
AIA Group Ltd | 13 | 9 | 0.59% | 21.98% | 90.09% | Q3 2014 | Q4 2022 | 22 |
Horan Securities, Inc. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2022 | 22 |
Global Retirement Partners, LLC | 15 | 7 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 21 | 21 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q2 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.09% | 0.41% | Q3 2018 | Q3 2023 | 21 |
Intersect Capital LLC | 21 | 21 | 0.23% | 0.36% | 0.49% | Q2 2017 | Q2 2022 | 21 |
BB&T SECURITIES, LLC | 13 | 8 | 0.02% | 0.09% | 0.14% | Q3 2013 | Q3 2019 | 21 |
MAI Capital Management | 21 | 21 | 0.02% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Ballentine Partners, LLC | 20 | 1 | 0.02% | 0.12% | 0.30% | Q2 2017 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.06% | 0.17% | 0.31% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 0.05% | 0.19% | Q4 2018 | Q3 2023 | 20 |
ASSETMARK, INC | 19 | 1 | 0.00% | 0.03% | 0.09% | Q3 2016 | Q1 2023 | 20 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2023 | 20 |
Vivaldi Capital Management LP | 20 | 20 | 0.08% | 0.28% | 0.63% | Q4 2018 | Q3 2023 | 20 |
BROWN BROTHERS HARRIMAN & CO | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q2 2021 | 20 |
HUNTINGTON NATIONAL BANK | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 20 |
TSFG, LLC | 19 | 19 | 0.01% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Csenge Advisory Group | 19 | 19 | 0.10% | 0.60% | 0.93% | Q3 2017 | Q1 2022 | 19 |
SCOTIA CAPITAL INC. | 7 | 6 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2019 | 19 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.04% | Q4 2016 | Q2 2021 | 19 |
Advisory Services Network, LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 15 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q1 2021 | 18 |
Fiera Capital Corp | 11 | 1 | 0.00% | 0.02% | 0.18% | Q2 2015 | Q4 2020 | 18 |
Raymond James Financial Services Advisors, Inc. | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 18 |
1832 Asset Management L.P. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 14 | 4 | 0.10% | 3.84% | 5.92% | Q4 2014 | Q3 2023 | 18 |
IPG Investment Advisors LLC | 11 | 3 | 0.06% | 0.12% | 0.33% | Q3 2018 | Q3 2023 | 18 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2019 | 18 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.92% | 1.42% | 1.75% | Q4 2014 | Q1 2019 | 18 |
Sumitomo Mitsui Trust Holdings, Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 17 |
LFA - Lugano Financial Advisors SA | 13 | 4 | 0.02% | 0.60% | 3.38% | Q3 2018 | Q2 2023 | 17 |
Clark Capital Management Group, Inc. | 6 | 1 | 0.01% | 0.26% | 2.11% | Q2 2013 | Q2 2022 | 17 |
Cetera Advisor Networks LLC | 13 | 1 | 0.00% | 0.02% | 0.05% | Q1 2013 | Q2 2023 | 17 |
Rockefeller Capital Management L.P. | 16 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 17 |
BARINGS LLC | 5 | 1 | 0.02% | 0.09% | 0.28% | Q1 2017 | Q2 2023 | 17 |
Wealthspire Advisors, L.P. | 16 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q2 2020 | 17 |
Evolution Wealth Advisors, LLC | 17 | 17 | 0.01% | 1.02% | 2.57% | Q3 2019 | Q3 2023 | 17 |
Alexandria Capital, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
FIDUCIARY TRUST INTERNATIONAL LLC | 15 | 2 | 0.08% | 0.37% | 0.55% | Q2 2013 | Q2 2020 | 17 |
Tolleson Wealth Management, Inc. | 17 | 17 | 0.70% | 1.08% | 1.52% | Q3 2019 | Q3 2023 | 17 |
AdvisorNet Financial, Inc | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SUNTRUST BANKS INC | 9 | 7 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2019 | 16 |
Bank Pictet & Cie (Europe) AG | 6 | 2 | 0.01% | 0.22% | 1.35% | Q4 2013 | Q4 2021 | 16 |
Leonard Rickey Investment Advisors P.L.L.C. | 16 | 16 | 0.08% | 1.04% | 1.75% | Q4 2017 | Q3 2021 | 16 |
swisspartners Advisors Ltd | 16 | 16 | 0.41% | 0.59% | 0.71% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.05% | 0.15% | Q4 2019 | Q3 2023 | 16 |
WealthShield Partners, LLC | 12 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 16 |
Valeo Financial Advisors, LLC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q2 2021 | 16 |
RPg Family Wealth Advisory, LLC | 11 | 1 | 0.02% | 0.12% | 0.32% | Q4 2015 | Q1 2022 | 16 |
Harvest Fund Management Co., Ltd | 16 | 16 | 0.05% | 0.20% | 0.36% | Q4 2016 | Q3 2020 | 16 |
Cerity Partners LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q1 2022 | 16 |
Moneda S.A. Administradora General de Fondos | 10 | 5 | 0.20% | 1.31% | 3.82% | Q4 2019 | Q3 2023 | 15 |
LGL PARTNERS, LLC | 6 | 4 | 0.10% | 1.21% | 1.94% | Q4 2015 | Q4 2019 | 15 |
Riggs Asset Managment Co. Inc. | 8 | 7 | 0.00% | 0.75% | 3.83% | Q1 2015 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.02% | 1.07% | 2.11% | Q2 2013 | Q4 2016 | 15 |
EASTERN BANK | 15 | 15 | 0.02% | 1.13% | 1.63% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2019 | 15 |
VOYA INVESTMENT MANAGEMENT LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 15 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2022 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.04% | 0.09% | 0.24% | Q1 2020 | Q3 2023 | 15 |
Geneos Wealth Management Inc. | 15 | 15 | 0.00% | 0.01% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Morningstar Investment Services LLC | 15 | 15 | 0.06% | 0.19% | 0.29% | Q2 2013 | Q4 2016 | 15 |
Neuberger Berman Group LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.16% | 0.93% | 1.48% | Q4 2018 | Q1 2022 | 14 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 14 |
ROPES WEALTH ADVISORS LLC | 10 | 4 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 14 |
MEITAV INVESTMENT HOUSE LTD | 14 | 14 | 0.12% | 0.46% | 1.10% | Q2 2020 | Q3 2023 | 14 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Bogart Wealth, LLC | 14 | 14 | 0.00% | 0.79% | 3.38% | Q2 2020 | Q3 2023 | 14 |
PROVIDA PENSION FUND ADMINISTRATOR | 6 | 2 | 0.00% | 0.60% | 3.22% | Q4 2018 | Q4 2022 | 14 |
Lee Financial Co | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Lattice Strategies LLC | 14 | 14 | 0.16% | 1.43% | 2.90% | Q2 2013 | Q3 2016 | 14 |
SIMON QUICK ADVISORS, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.34% | 0.52% | 0.78% | Q2 2013 | Q3 2016 | 14 |
Personal Wealth Partners | 14 | 14 | 0.30% | 0.59% | 3.47% | Q4 2018 | Q1 2022 | 14 |
Mizuho Bank, Ltd. | 6 | 1 | 0.76% | 4.80% | 10.78% | Q2 2013 | Q4 2018 | 13 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q4 2019 | 13 |
Risk Paradigm Group, LLC | 11 | 2 | 0.48% | 2.58% | 5.82% | Q1 2015 | Q4 2018 | 13 |
Lindbrook Capital, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2021 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Moors & Cabot, Inc. | 7 | 1 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2020 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Bluefin Trading, LLC | 2 | 1 | 0.02% | 0.31% | 1.17% | Q2 2013 | Q2 2019 | 13 |
Capital Analysts, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2021 | 13 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 13 |
CULLEN/FROST BANKERS, INC. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 1 | 0.00% | 0.08% | 0.18% | Q2 2013 | Q4 2021 | 13 |
RAYMOND JAMES TRUST N.A. | 8 | 5 | 0.01% | 0.04% | 0.08% | Q3 2013 | Q3 2021 | 13 |
Veritable, L.P. | 6 | 1 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q1 2022 | 13 |
Kore Private Wealth LLC | 9 | 2 | 0.00% | 0.08% | 0.24% | Q4 2018 | Q2 2022 | 13 |
Mirae Asset Global Investments Co., Ltd. | 4 | 1 | 0.00% | 0.11% | 0.52% | Q1 2012 | Q3 2021 | 13 |
Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.05% | 0.19% | Q2 2014 | Q2 2020 | 13 |
BESSEMER GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 13 |
Atlas Brown,Inc. | 7 | 1 | 0.04% | 0.09% | 0.13% | Q3 2017 | Q1 2022 | 12 |
Global Endowment Management, LP | 12 | 12 | 0.22% | 0.46% | 0.85% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Commonwealth Equity Services, Inc | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2017 | 12 |
Fortis Advisors, LLC | 12 | 12 | 0.01% | 0.57% | 1.80% | Q4 2020 | Q3 2023 | 12 |
GM Advisory Group, LLC | 10 | 2 | 0.22% | 1.19% | 4.36% | Q3 2014 | Q3 2022 | 12 |
IndexIQ Advisors LLC | 7 | 5 | 0.01% | 0.32% | 1.04% | Q1 2017 | Q1 2020 | 12 |
CUMBERLAND ADVISORS INC | 11 | 1 | 1.85% | 2.78% | 3.06% | Q1 2016 | Q2 2019 | 12 |
Carroll Financial Associates, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 12 |
Close Asset Management Ltd | 12 | 12 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q4 2019 | 12 |
Sound Income Strategies, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
FFT WEALTH MANAGEMENT LLC | 12 | 12 | 1.29% | 2.41% | 2.98% | Q4 2016 | Q3 2019 | 12 |
AIA International Ltd | 12 | 12 | 1.36% | 13.96% | 28.77% | Q4 2017 | Q3 2020 | 12 |
Circle Wealth Management, LLC | 11 | 1 | 0.05% | 2.01% | 2.95% | Q4 2016 | Q1 2023 | 12 |
Beaumont Financial Partners, LLC | 7 | 1 | 0.03% | 0.07% | 0.14% | Q4 2014 | Q3 2019 | 12 |
SEI INVESTMENTS CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 12 |
DRW Securities, LLC | 4 | 1 | 0.01% | 0.24% | 0.66% | Q4 2016 | Q1 2022 | 12 |
NatWest Group plc | 12 | 12 | 0.26% | 0.40% | 0.61% | Q3 2016 | Q2 2019 | 12 |
Sierra Capital LLC | 11 | 11 | 0.06% | 0.61% | 1.14% | Q1 2021 | Q3 2023 | 11 |
WESTPAC BANKING CORP | 4 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2019 | 11 |
FIRST NATIONAL BANK OF OMAHA | 11 | 11 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2015 | 11 |
Donald L. Hagan, LLC | 10 | 1 | 0.94% | 2.00% | 3.15% | Q1 2015 | Q2 2018 | 11 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.04% | 0.15% | Q4 2013 | Q2 2017 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
EXANE DERIVATIVES | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2017 | 11 |
QUATTRO FINANCIAL ADVISORS LLC | 10 | 1 | 0.02% | 2.49% | 5.58% | Q1 2017 | Q4 2019 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.06% | 0.13% | 0.20% | Q1 2014 | Q1 2017 | 11 |
Asset Planning Services, Ltd. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2019 | 11 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 11 |
MARVIN & PALMER ASSOCIATES INC | 7 | 2 | 0.68% | 1.61% | 2.62% | Q1 2015 | Q1 2018 | 11 |
CENTRAL TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Westshore Wealth, LLC | 10 | 1 | 0.14% | 0.26% | 0.42% | Q4 2019 | Q2 2023 | 11 |
Vontobel Swiss Wealth Advisors AG | 10 | 10 | 0.13% | 0.23% | 0.37% | Q1 2019 | Q2 2021 | 10 |
MCF Advisors LLC | 8 | 2 | 0.00% | 0.56% | 0.89% | Q2 2013 | Q2 2016 | 10 |
LMCG INVESTMENTS, LLC | 10 | 10 | 0.06% | 0.25% | 0.38% | Q2 2013 | Q3 2015 | 10 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Vestmark Advisory Solutions, Inc. | 7 | 3 | 0.15% | 0.37% | 0.65% | Q1 2019 | Q3 2021 | 10 |
FDx Advisors, Inc. | 7 | 3 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q2 2018 | 10 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 10 |
New Vernon Capital Holdings II LLC | 9 | 1 | 2.61% | 5.90% | 19.55% | Q2 2015 | Q2 2018 | 10 |
Dai-ichi Life Insurance Company, Ltd | 10 | 10 | 0.32% | 1.59% | 2.28% | Q2 2017 | Q3 2019 | 10 |
Argentus Capital Management, LLC | 9 | 1 | 0.04% | 0.16% | 0.25% | Q2 2013 | Q3 2016 | 10 |
Madden Advisory Services, Inc. | 7 | 1 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q1 2017 | 10 |
GFG Capital, LLC | 10 | 10 | 0.08% | 0.60% | 2.42% | Q2 2021 | Q3 2023 | 10 |
Conservest Capital Advisors, Inc. | 10 | 10 | 0.52% | 0.79% | 1.15% | Q1 2017 | Q2 2019 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Bellecapital International Ltd. | 6 | 4 | 0.06% | 1.17% | 2.19% | Q2 2015 | Q2 2022 | 10 |
People's United Financial, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 10 |
Capital Advisors, Ltd. LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q2 2023 | 10 |
PRUDENTIAL PLC | 5 | 1 | 0.01% | 0.25% | 0.92% | Q4 2020 | Q3 2023 | 10 |
Avion Wealth | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Sigma Planning Corp | 5 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 10 |
TrinityPoint Wealth, LLC | 7 | 3 | 0.18% | 0.38% | 0.66% | Q4 2018 | Q3 2021 | 10 |
PICTET BANK & TRUST Ltd | 8 | 1 | 0.10% | 1.54% | 1.94% | Q2 2018 | Q2 2022 | 9 |
Horizon Investments, LLC | 4 | 1 | 0.00% | 1.56% | 7.42% | Q3 2013 | Q3 2023 | 9 |
Barrett Asset Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
PARK AVENUE SECURITIES LLC | 7 | 2 | 0.01% | 0.03% | 0.09% | Q3 2019 | Q2 2022 | 9 |
Convergent Wealth Advisors | 5 | 4 | 1.36% | 1.70% | 2.06% | Q2 2013 | Q3 2015 | 9 |
NewEdge Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9 | 9 | 2.83% | 3.34% | 3.73% | Q3 2021 | Q3 2023 | 9 |
WEALTHSOURCE PARTNERS, LLC | 9 | 9 | 0.04% | 0.16% | 0.29% | Q2 2017 | Q2 2019 | 9 |
WRAPMANAGER INC | 9 | 9 | 0.10% | 0.12% | 0.13% | Q4 2015 | Q4 2017 | 9 |
Kathmere Capital Management, LLC | 9 | 9 | 0.11% | 0.16% | 0.35% | Q2 2020 | Q2 2022 | 9 |
Highmount Capital, LLC | 9 | 9 | 2.32% | 3.58% | 4.58% | Q2 2013 | Q2 2015 | 9 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 7 | 2 | 0.01% | 0.12% | 0.26% | Q4 2019 | Q1 2022 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.22% | 0.28% | 0.35% | Q3 2021 | Q3 2023 | 9 |
EVERMAY WEALTH MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.07% | 0.25% | Q4 2014 | Q3 2023 | 9 |
JANUS HENDERSON GROUP PLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 9 |
SOL Capital Management CO | 6 | 3 | 0.05% | 0.83% | 1.70% | Q1 2021 | Q3 2023 | 9 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 9 | 9 | 1.15% | 1.65% | 1.84% | Q4 2013 | Q4 2015 | 9 |
Legacy Advisors, LLC | 9 | 9 | 0.18% | 0.28% | 0.36% | Q1 2018 | Q1 2020 | 9 |
Vontobel Holding Ltd. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
BAHL & GAYNOR INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Stelac Advisory Services LLC | 8 | 1 | 0.16% | 0.20% | 0.27% | Q2 2021 | Q3 2023 | 9 |
Torch Wealth Management LLC | 9 | 9 | 1.48% | 1.65% | 1.95% | Q4 2013 | Q4 2015 | 9 |
Atria Investments, Inc | 5 | 2 | 0.03% | 0.04% | 0.07% | Q3 2013 | Q3 2021 | 9 |
City State Bank | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Pflug Koory, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2018 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.05% | 0.90% | 2.43% | Q2 2013 | Q1 2015 | 8 |
Activest Wealth Management | 6 | 1 | 0.46% | 0.64% | 1.01% | Q1 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
BAILARD, INC. | 8 | 8 | 0.01% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Polaris Wealth Advisory Group, LLC | 5 | 3 | 0.00% | 1.40% | 2.51% | Q3 2014 | Q3 2018 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.26% | 0.27% | 0.29% | Q4 2021 | Q3 2023 | 8 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q1 2023 | 8 |
Pathway Financial Advisors LLC | 4 | 1 | 0.10% | 0.80% | 3.48% | Q4 2017 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
UNIONVIEW, LLC | 8 | 8 | 0.21% | 0.24% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Private Capital Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.52% | 0.66% | 0.92% | Q4 2020 | Q3 2023 | 8 |
Patriot Financial Group Insurance Agency, LLC | 7 | 1 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q2 2022 | 8 |
Keel Point, LLC | 8 | 8 | 0.04% | 0.63% | 1.52% | Q4 2016 | Q3 2018 | 8 |
Argent Trust Co | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
Belpointe Asset Management LLC | 6 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q1 2023 | 8 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 8 |
CREDIT AGRICOLE S A | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2015 | 8 |
Svenska Handelsbanken AB (publ) | 8 | 8 | 0.02% | 0.20% | 0.52% | Q4 2015 | Q3 2017 | 8 |
Blue Fin Capital, Inc. | 5 | 1 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q2 2022 | 8 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q4 2013 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 8 | 0.04% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Twin Tree Management, LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 8 |
Quantitative Investment Management, LLC | 2 | 1 | 0.04% | 0.12% | 0.24% | Q4 2018 | Q2 2023 | 8 |
Foster Group, Inc. | 7 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 8 |
Waypoint Capital Advisors, LLC | 8 | 8 | 0.11% | 0.16% | 0.29% | Q4 2021 | Q3 2023 | 8 |
LEUTHOLD GROUP, LLC | 8 | 8 | 0.57% | 0.60% | 0.65% | Q2 2013 | Q1 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
DUBUQUE BANK & TRUST CO | 5 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2015 | 7 |
CLOUGH CAPITAL PARTNERS L P | 2 | 1 | 0.01% | 0.12% | 0.40% | Q4 2013 | Q1 2016 | 7 |
Capital Asset Advisory Services LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Regal Investment Advisors LLC | 5 | 1 | 0.00% | 0.39% | 1.06% | Q3 2014 | Q3 2016 | 7 |
BHF Kleinwort Benson Group S.A. | 7 | 7 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Castleview Partners, LLC | 6 | 1 | 0.00% | 0.02% | 0.15% | Q2 2021 | Q1 2023 | 7 |
ARGI Investment Services, LLC | 7 | 7 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q4 2014 | 7 |
H&H Retirement Design & Management INC | 4 | 3 | 0.22% | 3.53% | 4.87% | Q1 2020 | Q4 2021 | 7 |
Smithfield Trust Co | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.06% | 0.11% | 0.15% | Q4 2016 | Q2 2018 | 7 |
Financial Insights, Inc. | 6 | 1 | 0.05% | 0.28% | 0.36% | Q4 2018 | Q2 2021 | 7 |
Ayalon Insurance Comp Ltd. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2019 | 7 |
First Pacific Financial | 6 | 1 | 0.14% | 0.93% | 2.03% | Q4 2021 | Q3 2023 | 7 |
Core Wealth Advisors, Inc. | 4 | 3 | 0.00% | 4.30% | 7.01% | Q4 2019 | Q3 2021 | 7 |
Opus Capital Group, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q2 2015 | 7 |
Delek Group, Ltd. | 7 | 7 | 0.01% | 0.10% | 0.16% | Q4 2017 | Q2 2019 | 7 |
Intellectus Partners, LLC | 6 | 1 | 0.05% | 0.08% | 0.12% | Q2 2017 | Q1 2019 | 7 |
Arlington Financial Advisors, LLC | 4 | 1 | 0.44% | 0.79% | 2.19% | Q4 2019 | Q4 2022 | 7 |
Phoenix Holdings Ltd. | 6 | 1 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q3 2021 | 7 |
Kohmann Bosshard Financial Services, LLC | 6 | 1 | 0.09% | 0.12% | 0.15% | Q1 2017 | Q4 2018 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 1 | 0.00% | 0.42% | 0.79% | Q3 2014 | Q2 2016 | 7 |
TIEDEMANN ADVISORS, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2020 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 4 | 3 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q1 2015 | 7 |
HARRELL INVESTMENT PARTNERS, LLC | 7 | 7 | 0.51% | 1.67% | 2.36% | Q1 2020 | Q3 2021 | 7 |
Betterment LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SUMITOMO LIFE INSURANCE CO | 6 | 6 | 7.42% | 8.51% | 10.89% | Q2 2021 | Q3 2022 | 6 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q3 2018 | 6 |
First Horizon Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.13% | 0.34% | Q1 2016 | Q1 2023 | 6 |
Sand Hill Global Advisors, LLC | 6 | 6 | 0.02% | 0.16% | 0.38% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Cresset Asset Management, LLC | 6 | 6 | 0.00% | 0.10% | 0.44% | Q2 2022 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.04% | 0.40% | 0.98% | Q2 2015 | Q3 2016 | 6 |
NOMURA HOLDINGS INC | 2 | 1 | 0.01% | 0.07% | 0.25% | Q1 2013 | Q3 2016 | 6 |
Psagot Value Holdings Ltd. / (Israel) | 6 | 6 | 0.00% | 0.07% | 0.14% | Q3 2021 | Q4 2022 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Kestra Advisory Services, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Rex Capital Advisors, LLC | 3 | 3 | 0.27% | 1.15% | 2.31% | Q2 2013 | Q2 2016 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 6 |
QS Investors, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q2 2021 | 6 |
GeoWealth Management, LLC | 6 | 6 | 0.21% | 0.46% | 0.65% | Q2 2020 | Q3 2021 | 6 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.12% | 0.47% | Q4 2017 | Q3 2023 | 6 |
Independent Portfolio Consultants, Inc. | 6 | 6 | 0.08% | 0.10% | 0.12% | Q1 2016 | Q2 2017 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 5 | 1 | 0.15% | 0.29% | 0.41% | Q1 2020 | Q3 2021 | 6 |
Alhambra Investment Management LLC | 6 | 6 | 0.15% | 0.18% | 0.22% | Q1 2021 | Q2 2022 | 6 |
Portfolio Solutions, LLC | 6 | 6 | 0.04% | 0.08% | 0.10% | Q2 2021 | Q3 2022 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.06% | 0.27% | Q2 2015 | Q1 2022 | 6 |
Financial Advisory Group | 6 | 6 | 0.25% | 0.26% | 0.27% | Q2 2013 | Q3 2014 | 6 |
SCHRODERS IS Ltd | 6 | 6 | 2.77% | 14.63% | 22.74% | Q4 2018 | Q1 2020 | 6 |
Northeast Financial Consultants Inc | 6 | 6 | 0.08% | 0.09% | 0.11% | Q4 2018 | Q1 2020 | 6 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 5 | 1 | 0.24% | 0.52% | 0.83% | Q2 2017 | Q3 2020 | 6 |
FCA CORP /TX | 5 | 5 | 0.12% | 0.16% | 0.25% | Q4 2014 | Q4 2015 | 5 |
CX Institutional | 4 | 1 | 0.05% | 0.38% | 0.55% | Q4 2020 | Q2 2022 | 5 |
James Hambro & Partners | 5 | 5 | 0.03% | 0.11% | 0.20% | Q3 2022 | Q3 2023 | 5 |
ClearBridge Investments | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Canal Capital Management, LLC | 3 | 2 | 2.42% | 3.53% | 4.32% | Q4 2014 | Q2 2016 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2021 | 5 |
AVALON CAPITAL MANAGEMENT | 3 | 1 | 1.33% | 2.43% | 3.92% | Q1 2015 | Q3 2017 | 5 |
Cornerstone Wealth Group, LLC | 5 | 5 | 1.12% | 2.19% | 2.82% | Q3 2020 | Q3 2021 | 5 |
Invesco Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 5 |
CHATHAM CAPITAL GROUP, INC. | 5 | 5 | 0.15% | 1.21% | 1.96% | Q1 2019 | Q1 2020 | 5 |
Trustees of Dartmouth College | 5 | 5 | 19.83% | 29.57% | 43.62% | Q4 2013 | Q4 2014 | 5 |
Round Rock Advisors, LLC | 5 | 5 | 0.11% | 0.14% | 0.19% | Q4 2021 | Q4 2022 | 5 |
Cornerstone Financial Partners, LLC | 5 | 5 | 0.26% | 0.57% | 0.91% | Q4 2016 | Q4 2017 | 5 |
Hefty Wealth Partners | 3 | 2 | 0.01% | 0.38% | 0.72% | Q3 2016 | Q4 2017 | 5 |
CIBC BANK USA | 5 | 5 | 0.28% | 0.38% | 0.43% | Q4 2018 | Q4 2019 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.06% | 0.26% | Q3 2017 | Q4 2022 | 5 |
9258 Wealth Management, LLC | 5 | 5 | 0.14% | 0.17% | 0.21% | Q3 2020 | Q3 2021 | 5 |
Leelyn Smith, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q1 2022 | 5 |
Manchester Capital Management LLC | 2 | 1 | 0.00% | 0.12% | 0.28% | Q4 2013 | Q1 2022 | 5 |
NewSquare Capital LLC | 3 | 1 | 0.00% | 0.27% | 0.41% | Q1 2018 | Q1 2021 | 5 |
BRADLEY FOSTER & SARGENT INC/CT | 3 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 5 |
PALLADIEM, LLC | 4 | 1 | 2.62% | 3.68% | 4.54% | Q4 2014 | Q4 2020 | 5 |
Lionsbridge Wealth Management LLC | 5 | 5 | 1.32% | 1.43% | 1.61% | Q4 2020 | Q4 2021 | 5 |
DIMENSION CAPITAL MANAGEMENT LLC | 2 | 1 | 0.05% | 0.08% | 0.14% | Q1 2019 | Q1 2021 | 5 |
FIELDPOINT PRIVATE ADVISORS, INC | 5 | 5 | 1.35% | 1.43% | 1.54% | Q2 2013 | Q2 2014 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Washington Trust Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
DB Wealth Management Group, LLC | 5 | 5 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q4 2021 | 5 |
Rossmore Private Capital | 5 | 5 | 0.15% | 0.28% | 0.44% | Q4 2017 | Q4 2018 | 5 |
Dynamic Advisor Solutions LLC | 2 | 1 | 0.19% | 0.37% | 0.54% | Q1 2015 | Q2 2020 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
First Allied Advisory Services, Inc. | 4 | 1 | 0.00% | 0.03% | 0.05% | Q3 2014 | Q3 2019 | 5 |
IEQ CAPITAL, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 5 |
Karp Capital Management Corp | 4 | 4 | 0.76% | 0.80% | 0.83% | Q4 2020 | Q3 2021 | 4 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q4 2015 | 4 |
One Charles Private Wealth Services, LLC | 4 | 4 | 0.82% | 1.69% | 2.34% | Q4 2020 | Q3 2021 | 4 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 2 | 2 | 0.59% | 1.32% | 1.60% | Q4 2020 | Q2 2023 | 4 |
Haverford Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.35% | 0.47% | 0.52% | Q2 2017 | Q1 2018 | 4 |
MOTCO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Continuum Advisory, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q1 2022 | 4 |
FundX Investment Group, LLC | 3 | 1 | 0.62% | 2.36% | 3.33% | Q3 2016 | Q4 2017 | 4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 4 |
JANUS HENDERSON INVESTORS US LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.13% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Asset Management One Co., Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
PFS INVESTMENTS INC. | 2 | 2 | 0.20% | 0.35% | 0.53% | Q4 2020 | Q2 2023 | 4 |
Frontier Asset Management, LLC | 3 | 1 | 0.09% | 0.86% | 1.52% | Q4 2021 | Q3 2023 | 4 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q1 2019 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 1.11% | 1.59% | 2.95% | Q4 2022 | Q3 2023 | 4 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 1 | 0.00% | 0.07% | 0.12% | Q1 2014 | Q1 2016 | 4 |
Edge Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.10% | 0.36% | Q1 2017 | Q3 2019 | 4 |
RWA WEALTH PARTNERS, LLC | 4 | 4 | 0.34% | 0.42% | 0.51% | Q3 2017 | Q2 2018 | 4 |
Clean Yield Group | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 4 |
GREENWOOD CAPITAL ASSOCIATES LLC | 4 | 4 | 0.71% | 1.27% | 1.68% | Q1 2017 | Q4 2017 | 4 |
SouthState Corp | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 4 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.00% | 0.10% | 0.14% | Q1 2021 | Q2 2022 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.18% | 0.41% | 0.56% | Q4 2020 | Q2 2023 | 4 |
Tranquilli Financial Advisor LLC | 2 | 2 | 0.30% | 0.54% | 0.82% | Q4 2020 | Q2 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2017 | 4 |
GUGGENHEIM CAPITAL LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 4 |
UBS OCONNOR LLC | 2 | 2 | 0.02% | 0.11% | 0.17% | Q1 2015 | Q1 2016 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
Paradigm Financial Partners, LLC | 2 | 2 | 0.12% | 0.18% | 0.24% | Q4 2020 | Q1 2022 | 4 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 4 |
WFG Advisors, LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 4 |
First Command Bank | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
First Command Financial Services, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
VESTOR CAPITAL, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 4 |
Aspire Wealth Management Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
SYNOVUS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2015 | 4 |
Freedom Investment Management, Inc. | 3 | 1 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q4 2016 | 4 |
Granby Capital Management, LLC | 4 | 4 | 1.82% | 3.55% | 5.08% | Q4 2020 | Q3 2021 | 4 |
Clearstead Trust, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 4 |
Upper Left Wealth Management, LLC | 4 | 4 | 0.39% | 0.46% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Donoghue Forlines LLC | 4 | 4 | 1.19% | 1.58% | 1.80% | Q1 2020 | Q4 2020 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 4 | 0.24% | 0.28% | 0.32% | Q1 2020 | Q4 2020 | 4 |
Waldron Private Wealth LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2017 | Q3 2018 | 4 |
Glassman Wealth Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
DAVENPORT & Co LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2021 | 4 |
Wunderlich Capital Managemnt | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
MARCUARD FAMILY OFFICE LTD | 4 | 4 | 0.95% | 1.86% | 2.49% | Q2 2013 | Q1 2014 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Manifold Partners, LLC | 4 | 4 | 0.17% | 0.78% | 1.63% | Q3 2014 | Q2 2015 | 4 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 4 |
CENTRAL BANK & TRUST CO | 4 | 4 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q4 2015 | 4 |
Friedenthal Financial | 4 | 4 | 3.12% | 5.23% | 7.71% | Q2 2017 | Q1 2018 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Pekin Hardy Strauss, Inc. | 4 | 4 | 0.03% | 0.08% | 0.12% | Q1 2021 | Q4 2021 | 4 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q4 2017 | 4 |
GAM Holding AG | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2018 | 4 |
Laurel Wealth Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
MANCHESTER FINANCIAL INC | 2 | 1 | 0.04% | 0.24% | 0.76% | Q4 2018 | Q1 2020 | 4 |
WESPAC Advisors SoCal, LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2017 | Q3 2018 | 4 |
Fullerton Fund Management Co Ltd. | 2 | 1 | 0.03% | 1.40% | 2.21% | Q4 2022 | Q3 2023 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.20% | 0.23% | 0.26% | Q1 2018 | Q3 2018 | 3 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q2 2016 | 3 |
Barber Financial Group, Inc. | 2 | 1 | 2.86% | 3.72% | 4.16% | Q4 2016 | Q3 2017 | 3 |
Aptus Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 3 |
Smart Portfolios, LLC | 3 | 3 | 1.13% | 1.28% | 1.40% | Q3 2016 | Q1 2017 | 3 |
Global Trust Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Quantitative Advantage, LLC | 3 | 3 | 2.50% | 2.93% | 3.60% | Q4 2017 | Q2 2018 | 3 |
Visionary Asset Management, Inc. | 2 | 1 | 0.03% | 0.07% | 0.14% | Q3 2013 | Q4 2014 | 3 |
Perella Weinberg Partners Capital Management LP | 3 | 3 | 0.73% | 1.13% | 1.66% | Q2 2013 | Q4 2013 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.29% | 0.41% | 0.52% | Q4 2021 | Q2 2022 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Aureus Asset Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 3 | 3 | 0.19% | 0.20% | 0.22% | Q2 2013 | Q4 2013 | 3 |
AlphaStar Capital Management, LLC | 2 | 1 | 0.02% | 0.17% | 0.37% | Q3 2017 | Q3 2021 | 3 |
NATIXIS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Elo Mutual Pension Insurance Co | 2 | 1 | 0.10% | 2.02% | 4.83% | Q1 2018 | Q1 2023 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 3 |
Aveo Capital Partners, LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q4 2021 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.02% | 0.08% | 0.13% | Q1 2023 | Q3 2023 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2014 | Q4 2014 | 3 |
QCM Cayman, Ltd. | 2 | 1 | 0.29% | 0.57% | 0.81% | Q4 2020 | Q3 2021 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Graypoint LLC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q3 2021 | 3 |
Summit X, LLC | 3 | 3 | 0.07% | 0.12% | 0.14% | Q3 2021 | Q1 2022 | 3 |
Long Wharf Investors, Inc. | 3 | 3 | 0.31% | 0.43% | 0.50% | Q4 2013 | Q2 2014 | 3 |
WealthOne, LLC | 3 | 3 | 0.08% | 0.11% | 0.13% | Q1 2021 | Q3 2021 | 3 |
AFT, FORSYTH & COMPANY, INC. | 3 | 3 | 0.66% | 0.68% | 0.70% | Q4 2020 | Q2 2021 | 3 |
Independence Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Centric Wealth Management | 2 | 1 | 2.48% | 2.52% | 2.55% | Q4 2022 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
SPX Gestao de Recursos Ltda | 3 | 3 | 0.85% | 5.58% | 15.04% | Q2 2014 | Q4 2014 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Fusion Investment Group, LLC | 3 | 3 | 0.46% | 1.14% | 1.58% | Q2 2015 | Q4 2015 | 3 |
Stuart Chaussee & Associates, Inc. | 2 | 1 | 0.02% | 1.77% | 2.66% | Q3 2017 | Q1 2021 | 3 |
BlueCrest Capital Management LLP | 3 | 3 | 0.03% | 0.08% | 0.20% | Q3 2013 | Q1 2014 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.13% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Guild Investment Management, Inc. | 2 | 1 | 3.55% | 4.99% | 7.57% | Q1 2018 | Q2 2023 | 3 |
Phocas Financial Corp. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Black Swift Group, LLC | 3 | 3 | 0.08% | 0.24% | 0.44% | Q2 2017 | Q4 2017 | 3 |
New Potomac Partners, LLC | 3 | 3 | 1.30% | 1.46% | 1.61% | Q2 2021 | Q4 2021 | 3 |
Pinion Investment Advisors, LLC | 2 | 1 | 0.22% | 0.49% | 0.77% | Q4 2020 | Q1 2022 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.55% | 0.76% | 0.87% | Q4 2014 | Q2 2015 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2018 | 3 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2 | 1 | 0.16% | 0.50% | 0.84% | Q2 2014 | Q3 2020 | 3 |
Alpine Global Management, LLC | 2 | 1 | 0.09% | 0.22% | 0.32% | Q3 2017 | Q1 2023 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Marcum Wealth, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Shamrock Asset Management LLC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q3 2015 | Q1 2016 | 3 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q4 2021 | 2 |
Ascent Group, LLC | 2 | 2 | 0.92% | 0.96% | 1.01% | Q4 2021 | Q1 2022 | 2 |
Atlas Private Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
CKW FINANCIAL GROUP | 2 | 2 | 0.02% | 0.07% | 0.11% | Q3 2015 | Q4 2015 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.16% | 0.18% | 0.21% | Q1 2015 | Q2 2015 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Spectrum Management Group, LLC | 2 | 2 | 2.63% | 2.68% | 2.72% | Q1 2015 | Q2 2015 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 2 |
MISSION WEALTH MANAGEMENT, LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Sterling Investment Counsel, LLC | 2 | 2 | 0.33% | 0.36% | 0.38% | Q4 2021 | Q1 2022 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 2 |
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
LWM Advisory Services, LLC | 2 | 2 | 0.48% | 0.51% | 0.53% | Q4 2021 | Q1 2022 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q1 2018 | 2 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2021 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q2 2021 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.17% | 0.20% | 0.22% | Q1 2021 | Q3 2021 | 2 |
Rehmann Capital Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Advisor Resource Council | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q1 2022 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
All Season Financial Advisors, Inc. | 1 | 1 | 1.62% | 1.64% | 1.65% | Q2 2021 | Q2 2022 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
BBVA USA Bancshares, Inc. | 2 | 2 | 0.11% | 0.14% | 0.18% | Q4 2020 | Q1 2021 | 2 |
Brevan Howard Capital Management LP | 2 | 2 | 5.58% | 8.27% | 10.96% | Q4 2014 | Q1 2015 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 0.28% | 0.53% | 0.78% | Q4 2021 | Q1 2022 | 2 |
LOCKERMAN FINANCIAL GROUP, INC. | 2 | 2 | 7.62% | 8.37% | 9.13% | Q4 2021 | Q1 2022 | 2 |
Sunbelt Securities, Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2020 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q4 2015 | 2 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2019 | 2 |
Concert Wealth Management Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q3 2015 | 2 |
JNBA Financial Advisors | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
HAP Trading, LLC | 2 | 2 | 0.32% | 0.35% | 0.37% | Q3 2013 | Q4 2013 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.56% | 0.58% | 0.60% | Q3 2014 | Q4 2014 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
PICTET ASSET MANAGEMENT SA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.32% | 0.63% | Q3 2013 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
WFA Asset Management Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2016 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Lombard Odier Transatlantic Ltd | 2 | 2 | 3.12% | 3.19% | 3.26% | Q1 2015 | Q2 2015 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
AEGON USA Investment Management, LLC | 1 | 1 | 0.00% | 0.22% | 0.44% | Q3 2014 | Q2 2015 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.27% | 0.29% | 0.30% | Q1 2021 | Q2 2021 | 2 |
Beacon Pointe Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q4 2022 | 2 |
Maxim Capital Management LLC | 1 | 1 | 3.69% | 3.69% | 3.69% | Q4 2018 | Q4 2019 | 2 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.24% | 0.33% | 0.41% | Q4 2018 | Q4 2022 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
VANGUARD GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.06% | 0.13% | 0.19% | Q1 2023 | Q3 2023 | 2 |
Forward Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
MADISON INVESTMENT HOLDINGS INC | 2 | 2 | 0.08% | 0.20% | 0.31% | Q4 2013 | Q1 2014 | 2 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 2 |
First Eagle Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Stanford Investment Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
Colorado Capital Management, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2015 | Q4 2015 | 1 |
Rathbones Group PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Miller Investment Management, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2016 | Q4 2016 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2012 | Q4 2012 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Palisade Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2012 | Q4 2012 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2021 | Q3 2021 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ING GROEP NV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
Timber Hill LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
DUNCKER STREETT & CO INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2017 | Q4 2017 | 1 |
CI INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
1ST SOURCE BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ATHERTON LANE ADVISERS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
New World Advisors LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2022 | Q4 2022 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q4 2013 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
COLUMBIA CAPITAL LLC | 1 | 1 | 4.57% | 4.57% | 4.57% | Q2 2013 | Q2 2013 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2018 | Q1 2018 | 1 |
Julex Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PEAK6 Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Glovista Investments LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 1 | 1 | 2.75% | 2.75% | 2.75% | Q2 2013 | Q2 2013 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Source Financial Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Horizon Kinetics | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2023 | Q2 2023 | 1 |
MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2017 | Q4 2017 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 2.01% | 2.01% | 2.01% | Q4 2016 | Q4 2016 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WESBANCO BANK INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2021 | Q2 2021 | 1 |
CSS LLC/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Jacobus Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CONNABLE OFFICE INC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2022 | Q4 2022 | 1 |
LaSalle St. Investment Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Concentrum Wealth Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
STANCORP INVESTMENT ADVISERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Longer Investments Inc. | 1 | 1 | 2.05% | 2.05% | 2.05% | Q1 2016 | Q1 2016 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
GLG INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ICONIQ Capital, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2013 | Q1 2013 | 1 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 1 | 1 | 2.06% | 2.06% | 2.06% | Q4 2013 | Q4 2013 | 1 |
CPWM, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Blankinship & Foster, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2016 | Q4 2016 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q1 2021 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 9.77% | 9.77% | 9.77% | Q2 2015 | Q2 2015 | 1 |
Zuckerman Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2013 | Q4 2013 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Investors Research Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
SAGE FINANCIAL GROUP INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q4 2015 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Colonial Trust Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2021 | Q4 2021 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Caprock Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 3.46% | 3.46% | 3.46% | Q1 2017 | Q1 2017 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2019 | Q4 2019 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2014 | Q4 2014 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
BANK OF THE WEST | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Mill Creek Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GLG Partners LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Sterling Group Wealth Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Winthrop Advisory Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Leonetti & Associates, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2013 | Q4 2013 | 1 |
DEARBORN PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Five Oceans Asset Management LTD | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2010 | Q4 2010 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Barry Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 2.14% | 2.14% | 2.14% | Q1 2021 | Q1 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HERMES INVESTMENT MANAGEMENT LTD | 1 | 1 | 2.18% | 2.18% | 2.18% | Q4 2013 | Q4 2013 | 1 |
Blue Edge Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
RFG Advisory, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2015 | Q2 2015 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2018 | Q4 2018 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.