Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 60 |
Parallax Volatility Advisers, L.P. | 19 | 12 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 53 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 52 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 52 |
Citadel Advisors | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 50 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 47 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 46 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.05% | Q4 2012 | Q3 2023 | 44 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
JANE STREET GROUP, LLC | 16 | 1 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q3 2023 | 40 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
J.P. Morgan Private Wealth Advisors LLC | 39 | 39 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q3 2023 | 39 |
US BANCORP \DE\ | 36 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
Cutler Group LLC / CA | 13 | 13 | 0.00% | 0.04% | 0.31% | Q3 2020 | Q3 2023 | 37 |
Ameritas Investment Partners, Inc. | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Parsec Financial Management, Inc. | 28 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2022 | 36 |
SPINNAKER TRUST | 36 | 36 | 0.03% | 0.26% | 0.88% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Vigilant Capital Management, LLC | 35 | 35 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q2 2023 | 35 |
Advisory Services Network, LLC | 25 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q1 2023 | 34 |
TCI Wealth Advisors, Inc. | 22 | 1 | 0.00% | 0.00% | 0.02% | Q4 2012 | Q1 2023 | 33 |
AMERIPRISE FINANCIAL INC | 27 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
Mandatum Life Insurance Co Ltd | 32 | 32 | 0.03% | 0.12% | 0.25% | Q4 2015 | Q3 2023 | 32 |
BANK OF MONTREAL /CAN/ | 26 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 31 |
Creative Planning | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.00% | 0.03% | 0.09% | Q2 2016 | Q3 2023 | 30 |
Neuberger Berman Group LLC | 28 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 30 |
Veritable, L.P. | 30 | 30 | 0.01% | 0.04% | 0.11% | Q1 2016 | Q2 2023 | 30 |
PEAK6 Investments LLC | 10 | 10 | 0.00% | 0.02% | 0.09% | Q1 2021 | Q2 2023 | 29 |
HSBC HOLDINGS PLC | 11 | 3 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
JPMORGAN CHASE & CO | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 17 | 11 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 28 |
GOLDMAN SACHS GROUP INC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 27 |
WOLVERINE TRADING, LLC | 9 | 2 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q2 2023 | 27 |
Mercer Capital Advisers, Inc. | 27 | 27 | 0.02% | 0.04% | 0.12% | Q1 2015 | Q3 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 27 | 27 | 0.04% | 0.07% | 0.11% | Q1 2017 | Q3 2023 | 27 |
COLONY GROUP LLC | 26 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 27 |
HUNTINGTON NATIONAL BANK | 16 | 11 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 27 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
CREDIT SUISSE AG/ | 15 | 5 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 26 |
First Horizon Advisors, Inc. | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Raymond James Financial Services Advisors, Inc. | 26 | 26 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 26 |
ADIRONDACK TRUST CO | 26 | 26 | 0.01% | 0.04% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Bank of New York Mellon Corp | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
GenTrust, LLC | 25 | 25 | 0.03% | 0.57% | 1.54% | Q3 2017 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 15 | 10 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 24 |
AXA S.A. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2019 | 24 |
Smithfield Trust Co | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Arbor Investment Advisors, LLC | 12 | 1 | 0.04% | 0.06% | 0.08% | Q2 2011 | Q4 2019 | 24 |
INSPIRION WEALTH ADVISORS, LLC | 24 | 24 | 0.04% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
BNP PARIBAS FINANCIAL MARKETS | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BALYASNY ASSET MANAGEMENT L.P. | 9 | 1 | 0.00% | 0.02% | 0.11% | Q1 2021 | Q3 2023 | 22 |
BlackRock Inc. | 19 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.00% | 0.07% | 0.27% | Q2 2018 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 20 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
Private Advisor Group, LLC | 15 | 3 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q3 2023 | 21 |
Schonfeld Strategic Advisors LLC | 7 | 3 | 0.00% | 0.04% | 0.18% | Q1 2021 | Q3 2023 | 21 |
PROFFITT & GOODSON INC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.10% | Q3 2018 | Q3 2023 | 21 |
PIN OAK INVESTMENT ADVISORS INC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Squarepoint Ops LLC | 7 | 2 | 0.00% | 0.13% | 0.33% | Q1 2021 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.01% | 0.08% | Q1 2018 | Q3 2023 | 21 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.13% | Q3 2017 | Q2 2022 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
BARCLAYS PLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 20 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 20 |
Wealthcare Advisory Partners LLC | 13 | 2 | 0.00% | 0.10% | 0.73% | Q4 2017 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
TSFG, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
MILLENNIUM MANAGEMENT LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 19 |
DEUTSCHE BANK AG\ | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
FMR LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
White Lighthouse Investment Management Inc. | 19 | 19 | 0.05% | 0.19% | 0.35% | Q1 2019 | Q3 2023 | 19 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 19 | 19 | 0.02% | 0.07% | 0.15% | Q1 2019 | Q3 2023 | 19 |
SIGNATUREFD, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.02% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 18 |
GLENMEDE TRUST CO NA | 14 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 18 |
MML INVESTORS SERVICES, LLC | 18 | 18 | 0.00% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 15 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 18 |
Ledyard National Bank | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Caption Management, LLC | 8 | 1 | 0.00% | 0.06% | 0.32% | Q4 2020 | Q3 2023 | 17 |
Meridian Wealth Advisors, LLC | 17 | 17 | 0.08% | 0.16% | 0.36% | Q3 2019 | Q3 2023 | 17 |
MCIA Inc | 8 | 3 | 0.08% | 0.13% | 0.19% | Q2 2018 | Q3 2023 | 17 |
Jefferies Group LLC | 7 | 7 | 0.00% | 0.04% | 0.08% | Q1 2021 | Q3 2022 | 17 |
Palisades Hudson Asset Management, L.P. | 15 | 2 | 0.14% | 0.44% | 0.82% | Q2 2018 | Q3 2023 | 17 |
HBK Sorce Advisory LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
McIlrath & Eck, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
IHT Wealth Management, LLC | 15 | 2 | 0.00% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Sargent Bickham Lagudis LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Arosa Capital Management LP | 9 | 1 | 0.93% | 8.48% | 23.22% | Q1 2021 | Q3 2023 | 16 |
HM PAYSON & CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Ironwood Financial, llc | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2021 | 16 |
Centiva Capital, LP | 7 | 7 | 0.01% | 0.14% | 0.28% | Q2 2021 | Q4 2022 | 16 |
HighTower Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Merit Financial Group, LLC | 16 | 16 | 0.01% | 0.06% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Cetera Advisors LLC | 15 | 1 | 0.00% | 0.09% | 0.17% | Q1 2019 | Q3 2023 | 16 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 16 | 16 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Bellecapital International Ltd. | 15 | 1 | 0.29% | 0.51% | 0.86% | Q4 2013 | Q4 2017 | 16 |
Mascoma Wealth Management LLC | 9 | 2 | 0.00% | 0.06% | 0.46% | Q2 2018 | Q3 2023 | 16 |
Harel Insurance Investments & Financial Services Ltd. | 13 | 3 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q3 2023 | 16 |
Bryn Mawr Capital Management, LLC | 16 | 16 | 0.02% | 0.17% | 0.43% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Financial Advocates Investment Management | 10 | 2 | 0.02% | 0.26% | 0.47% | Q4 2017 | Q4 2022 | 15 |
WHITTIER TRUST CO OF NEVADA INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
Parallel Advisors, LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 15 |
Coastal Bridge Advisors, LLC | 15 | 15 | 0.39% | 2.23% | 3.55% | Q1 2020 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
JNBA Financial Advisors | 15 | 15 | 0.00% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
GARRISON POINT ADVISORS, LLC | 15 | 15 | 0.14% | 0.64% | 0.86% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
COMERICA BANK | 13 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 15 |
RETIREMENT CAPITAL STRATEGIES | 13 | 2 | 0.10% | 0.99% | 5.86% | Q4 2018 | Q2 2023 | 15 |
Baker Avenue Asset Management, LP | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 15 |
ELEMENT POINTE ADVISORS, LLC | 15 | 15 | 1.42% | 4.48% | 7.06% | Q1 2020 | Q3 2023 | 15 |
Money Design Co.,Ltd. | 15 | 15 | 0.07% | 1.08% | 1.90% | Q1 2020 | Q3 2023 | 15 |
Summit Place Financial Advisors, LLC | 15 | 15 | 1.27% | 1.89% | 2.86% | Q1 2020 | Q3 2023 | 15 |
Migdal Insurance & Financial Holdings Ltd. | 15 | 15 | 0.01% | 0.08% | 0.56% | Q1 2020 | Q3 2023 | 15 |
Arlington Financial Advisors, LLC | 15 | 15 | 1.40% | 9.50% | 13.64% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 15 | 15 | 0.00% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.03% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Winslow, Evans & Crocker, Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Elmwood Wealth Management, Inc. | 8 | 2 | 0.79% | 1.30% | 1.92% | Q1 2018 | Q3 2023 | 15 |
Sterling Investment Advisors, Ltd. | 15 | 15 | 0.01% | 0.20% | 0.56% | Q1 2020 | Q3 2023 | 15 |
Carmichael Hill & Associates, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
American Portfolios Advisors | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2022 | 14 |
CORRADO ADVISORS, LLC | 14 | 14 | 0.31% | 0.84% | 1.19% | Q2 2020 | Q3 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.00% | 0.05% | 0.16% | Q2 2020 | Q3 2023 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Asset Dedication, LLC | 9 | 5 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
HAP Trading, LLC | 8 | 8 | 0.00% | 0.01% | 0.08% | Q4 2020 | Q3 2022 | 14 |
SAGE FINANCIAL GROUP INC | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
1832 Asset Management L.P. | 10 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 14 |
CIBC WORLD MARKET INC. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 14 |
ASSOCIATED BANC-CORP | 10 | 4 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 14 |
MISSION WEALTH MANAGEMENT, LP | 14 | 14 | 0.02% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
PITTENGER & ANDERSON INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
JFS WEALTH ADVISORS, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Field & Main Bank | 14 | 14 | 0.30% | 0.57% | 0.90% | Q2 2020 | Q3 2023 | 14 |
MOLLER WEALTH PARTNERS | 12 | 2 | 0.04% | 0.26% | 0.35% | Q4 2018 | Q3 2023 | 14 |
Moors & Cabot, Inc. | 14 | 14 | 0.02% | 0.26% | 0.42% | Q2 2020 | Q3 2023 | 14 |
Carroll Financial Associates, Inc. | 14 | 14 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q4 2021 | 14 |
Providence First Trust Co | 14 | 14 | 0.75% | 1.30% | 2.48% | Q2 2020 | Q3 2023 | 14 |
OPPENHEIMER & CO INC | 13 | 13 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Sigma Planning Corp | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Focused Wealth Management, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
BOURGEON CAPITAL MANAGEMENT LLC | 13 | 13 | 0.00% | 1.67% | 2.78% | Q3 2020 | Q3 2023 | 13 |
GFS Advisors, LLC | 13 | 13 | 0.17% | 0.30% | 0.41% | Q3 2020 | Q3 2023 | 13 |
AE Wealth Management LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 13 |
TOBIAS FINANCIAL ADVISORS, INC. | 7 | 1 | 0.00% | 2.58% | 4.38% | Q4 2019 | Q3 2023 | 13 |
First Command Bank | 13 | 13 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 13 |
Independence Bank of Kentucky | 13 | 13 | 0.00% | 0.47% | 0.76% | Q3 2020 | Q3 2023 | 13 |
GEODE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2019 | 13 |
Sand Hill Global Advisors, LLC | 13 | 13 | 0.13% | 0.21% | 0.32% | Q3 2020 | Q3 2023 | 13 |
SVB WEALTH LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
PSI Advisors, LLC | 12 | 1 | 0.01% | 0.08% | 0.22% | Q4 2019 | Q3 2023 | 13 |
Carolina Wealth Advisors, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
STEPHENS INC /AR/ | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 13 |
SCOTIA CAPITAL INC. | 12 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Plante Moran Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SIMPLEX TRADING, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 13 | 13 | 0.01% | 0.05% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Front Row Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Wealth Alliance | 13 | 13 | 0.08% | 0.39% | 0.82% | Q3 2020 | Q3 2023 | 13 |
First Command Financial Services, Inc. | 13 | 13 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 13 |
Hedeker Wealth, LLC | 13 | 13 | 0.11% | 0.41% | 1.02% | Q3 2020 | Q3 2023 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.16% | 0.26% | 0.39% | Q3 2020 | Q3 2023 | 13 |
Ameraudi Asset Management, Inc. | 13 | 13 | 0.11% | 0.70% | 1.04% | Q1 2020 | Q1 2023 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.04% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Garde Capital, Inc. | 11 | 2 | 0.01% | 0.04% | 0.04% | Q4 2015 | Q2 2023 | 13 |
FIFTH THIRD BANCORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Belmont Capital, LLC | 13 | 13 | 0.00% | 0.01% | 0.07% | Q3 2020 | Q3 2023 | 13 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 13 |
Hanson & Doremus Investment Management | 13 | 13 | 0.01% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.21% | 0.31% | 0.58% | Q4 2020 | Q3 2023 | 12 |
GOFEN & GLOSSBERG LLC /IL/ | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 12 |
Biltmore Family Office, LLC | 12 | 12 | 0.01% | 0.68% | 1.19% | Q4 2020 | Q3 2023 | 12 |
Pettinga Financial Advisors LLC | 12 | 12 | 0.12% | 0.23% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Montecito Bank & Trust | 12 | 12 | 0.08% | 0.24% | 0.39% | Q1 2021 | Q4 2023 | 12 |
Community Bank, N.A. | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.06% | 0.19% | 0.52% | Q4 2020 | Q3 2023 | 12 |
PRIO WEALTH LIMITED PARTNERSHIP | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 0.08% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Crewe Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Oxler Private Wealth LLC | 12 | 12 | 0.04% | 0.18% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Stelac Advisory Services LLC | 12 | 12 | 0.47% | 1.93% | 2.94% | Q4 2020 | Q3 2023 | 12 |
North Star Investment Management Corp. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Janney Montgomery Scott LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Mariner, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Cedar Brook Financial Partners, LLC | 12 | 12 | 0.06% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
SeaCrest Wealth Management, LLC | 8 | 4 | 0.04% | 0.08% | 0.14% | Q3 2019 | Q1 2023 | 12 |
Laurel Wealth Advisors LLC | 12 | 12 | 0.10% | 0.18% | 0.31% | Q4 2020 | Q3 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
SALEM INVESTMENT COUNSELORS INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BANK HAPOALIM BM | 12 | 12 | 0.04% | 0.11% | 0.42% | Q4 2020 | Q3 2023 | 12 |
FIDUCIARY TRUST CO | 12 | 12 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 12 | 12 | 0.12% | 0.17% | 0.22% | Q4 2020 | Q3 2023 | 12 |
WRAPMANAGER INC | 12 | 12 | 0.11% | 0.23% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Abbrea Capital, LLC | 12 | 12 | 0.03% | 0.05% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 11 | 1 | 0.01% | 0.06% | 0.14% | Q2 2020 | Q3 2023 | 12 |
Pacifica Partners Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q4 2023 | 12 |
SHUFRO ROSE & CO LLC | 12 | 12 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
TORONTO DOMINION BANK | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Integrated Wealth Concepts LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
EATON VANCE MANAGEMENT | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
SMITH, MOORE & CO. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Bank Julius Baer & Co. Ltd, Zurich | 12 | 12 | 0.04% | 0.07% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Belpointe Asset Management LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q1 2023 | 12 |
ARS Investment Partners, LLC | 12 | 12 | 0.03% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Lindbrook Capital, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.03% | 0.08% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.03% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Prospera Financial Services Inc | 11 | 1 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 12 |
TCG Advisory Services, LLC | 12 | 12 | 0.10% | 0.30% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 0.26% | 0.60% | 0.93% | Q4 2020 | Q3 2023 | 12 |
BAILARD, INC. | 11 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Greenwich Wealth Management LLC | 12 | 12 | 0.04% | 0.10% | 0.26% | Q3 2018 | Q2 2021 | 12 |
Simmons Bank | 9 | 3 | 0.03% | 0.12% | 0.19% | Q3 2019 | Q1 2023 | 12 |
JOHNSON INVESTMENT COUNSEL INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.04% | 0.13% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Essex Financial Services, Inc. | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
NewEdge Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Bluesphere Advisors, LLC | 12 | 12 | 0.11% | 0.38% | 0.84% | Q4 2020 | Q3 2023 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
BRIGHTON JONES LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Exchange Capital Management, Inc. | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Pacific Center for Financial Services | 9 | 3 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
LANDAAS & CO /WI /ADV | 12 | 12 | 0.16% | 0.52% | 0.78% | Q4 2020 | Q3 2023 | 12 |
MV CAPITAL MANAGEMENT, INC. | 12 | 12 | 0.01% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 12 |
WBH ADVISORY INC | 9 | 3 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Mutual Advisors, LLC | 12 | 12 | 0.06% | 0.14% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
D.A. DAVIDSON & CO. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 12 |
KBC Group NV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
NOMURA ASSET MANAGEMENT CO LTD | 8 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 11 |
Parcion Private Wealth LLC | 8 | 3 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 3 | 0.01% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 11 |
Centerpoint Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Walleye Trading LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 11 |
Running Point Capital Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Brookstone Capital Management | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 11 | 11 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
WASHINGTON TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Gladstone Institutional Advisory LLC | 11 | 11 | 0.01% | 0.09% | 0.20% | Q1 2021 | Q3 2023 | 11 |
TimeScale Financial, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
CIBC Private Wealth Group, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SG3 Management, LLC | 5 | 5 | 0.00% | 0.03% | 0.15% | Q1 2021 | Q1 2022 | 11 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 11 | 11 | 0.00% | 0.34% | 1.27% | Q1 2021 | Q3 2023 | 11 |
ALLIANCEBERNSTEIN L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Hexagon Capital Partners LLC | 11 | 11 | 0.00% | 0.01% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Ancora Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Armor Investment Advisors, LLC | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CAMBRIDGE TRUST CO | 8 | 3 | 0.00% | 0.05% | 0.13% | Q1 2016 | Q3 2023 | 11 |
Valmark Advisers, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Claro Advisors LLC | 10 | 1 | 0.00% | 0.46% | 0.79% | Q4 2018 | Q1 2023 | 11 |
IVC Wealth Advisors LLC | 11 | 11 | 0.16% | 1.11% | 1.65% | Q1 2021 | Q3 2023 | 11 |
MONTAG A & ASSOCIATES INC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Avondale Wealth Management | 11 | 11 | 0.02% | 0.04% | 0.16% | Q1 2021 | Q3 2023 | 11 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 11 | 11 | 0.02% | 0.05% | 0.11% | Q1 2020 | Q3 2022 | 11 |
Cumberland Partners Ltd | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Balentine LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Intercontinental Wealth Advisors, LLC | 11 | 11 | 0.06% | 0.10% | 0.16% | Q4 2020 | Q2 2023 | 11 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 11 |
Highlander Capital Management, LLC | 11 | 11 | 0.00% | 0.04% | 0.14% | Q1 2021 | Q3 2023 | 11 |
PECAUT & CO. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Vontobel Holding Ltd. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Rosenberg Matthew Hamilton | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
PFG Advisors | 6 | 5 | 0.02% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 11 |
Ellis Investment Partners, LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
LINCOLN NATIONAL CORP | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
KCM INVESTMENT ADVISORS LLC | 11 | 11 | 0.01% | 0.17% | 0.37% | Q1 2021 | Q3 2023 | 11 |
Nan Shan Life Insurance Co., Ltd. | 11 | 11 | 0.09% | 0.29% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Commonwealth Equity Services, Inc | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 11 |
Kistler-Tiffany Companies, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
GREENWOOD CAPITAL ASSOCIATES LLC | 4 | 1 | 0.14% | 0.57% | 1.18% | Q2 2019 | Q3 2022 | 11 |
PRUDENTIAL FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Howard Capital Management Group, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
TOTH FINANCIAL ADVISORY CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Glassman Wealth Services | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Arete Wealth Advisors, LLC | 6 | 5 | 0.04% | 0.09% | 0.41% | Q4 2020 | Q3 2023 | 11 |
Bangor Savings Bank | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Column Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BANK OF NOVA SCOTIA | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Blume Capital Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 10 |
LFA - Lugano Financial Advisors SA | 10 | 10 | 1.58% | 1.87% | 2.11% | Q1 2021 | Q2 2023 | 10 |
Private Wealth Strategies, L.L.C. | 7 | 3 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
IAG Wealth Partners, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9 | 1 | 0.00% | 0.16% | 0.31% | Q2 2018 | Q3 2021 | 10 |
ASSETMARK, INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
Family Management Corp | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
WEDBUSH SECURITIES INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
New England Private Wealth Advisors LLC | 7 | 3 | 0.04% | 0.10% | 0.20% | Q1 2020 | Q3 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 1.32% | 2.03% | 2.48% | Q3 2021 | Q4 2023 | 10 |
One Day In July LLC | 10 | 10 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Miller Investment Management, LP | 10 | 10 | 0.09% | 0.12% | 0.16% | Q2 2020 | Q3 2022 | 10 |
Aptus Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
CIBC BANK USA | 10 | 10 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q3 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
COMMERCE BANK | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HOWARD CAPITAL MANAGEMENT | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2020 | 10 |
Vestcor Inc | 10 | 10 | 0.02% | 0.83% | 1.18% | Q2 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Royal Fund Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
Lowe Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.03% | 0.26% | Q1 2021 | Q2 2023 | 10 |
Bedel Financial Consulting, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.02% | 0.02% | 0.03% | Q2 2010 | Q3 2023 | 10 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Laffer Tengler Investments, Inc. | 10 | 10 | 0.02% | 0.11% | 0.15% | Q1 2021 | Q2 2023 | 10 |
Winch Advisory Services, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HERITAGE INVESTORS MANAGEMENT CORP | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Silver Lake Advisory, LLC | 10 | 10 | 0.12% | 0.15% | 0.18% | Q1 2021 | Q2 2023 | 10 |
HARBOR INVESTMENT ADVISORY, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Valeo Financial Advisors, LLC | 8 | 2 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q4 2021 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 10 |
PENOBSCOT WEALTH MANAGEMENT | 10 | 10 | 1.67% | 2.69% | 3.94% | Q2 2021 | Q3 2023 | 10 |
FinTrust Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Gradient Investments LLC | 10 | 10 | 0.00% | 0.03% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Vivaldi Capital Management LP | 7 | 3 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 10 |
PEOPLES FINANCIAL SERVICES CORP. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Tradewinds Capital Management, LLC | 9 | 1 | 0.00% | 0.12% | 1.22% | Q1 2021 | Q3 2023 | 10 |
HOWE & RUSLING INC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Great Diamond Partners, LLC | 4 | 1 | 0.04% | 0.18% | 0.33% | Q4 2019 | Q2 2023 | 9 |
AMARILLO NATIONAL BANK | 9 | 9 | 1.62% | 2.25% | 3.30% | Q1 2021 | Q1 2023 | 9 |
Ashfield Capital Partners, LLC | 9 | 9 | 0.04% | 0.11% | 0.18% | Q3 2020 | Q3 2022 | 9 |
Catalyst Capital Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
MEITAV INVESTMENT HOUSE LTD | 8 | 1 | 0.01% | 0.14% | 0.69% | Q4 2020 | Q3 2023 | 9 |
Purus Wealth Management, LLC | 9 | 9 | 0.14% | 0.30% | 0.41% | Q3 2021 | Q3 2023 | 9 |
Bienville Capital Management, LLC | 7 | 7 | 0.08% | 0.79% | 3.14% | Q1 2021 | Q3 2022 | 9 |
Claraphi Advisory Network, LLC | 7 | 1 | 0.00% | 0.43% | 0.72% | Q3 2019 | Q2 2022 | 9 |
Rafferty Asset Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Coastline Trust Co | 9 | 9 | 0.16% | 0.36% | 0.48% | Q3 2020 | Q3 2022 | 9 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.06% | 0.30% | Q4 2019 | Q3 2023 | 9 |
Gs Investments, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
TPB WEALTH ADVISORS | 9 | 9 | 1.12% | 1.62% | 2.27% | Q1 2021 | Q1 2023 | 9 |
Bison Wealth, LLC | 9 | 9 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q2 2022 | 9 |
Alexandria Capital, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 9 |
Allianz Asset Management GmbH | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
M&T BANK CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Gerber Kawasaki Wealth & Investment Management | 9 | 9 | 0.00% | 0.55% | 1.03% | Q3 2021 | Q3 2023 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 1 | 0.02% | 0.34% | 0.73% | Q1 2020 | Q2 2022 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Avior Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Sugarloaf Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Disciplined Investments, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 0.44% | 0.69% | 0.91% | Q3 2020 | Q2 2023 | 9 |
Investors Research Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Financial Partners Group, Inc | 9 | 9 | 0.05% | 0.15% | 0.36% | Q3 2020 | Q3 2022 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Waverly Advisors, LLC | 9 | 9 | 0.04% | 0.09% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.08% | 0.18% | 0.29% | Q4 2020 | Q4 2022 | 9 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.34% | 0.59% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Laurel Wealth Advisors, Inc. | 8 | 8 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q1 2022 | 8 |
Level Financial Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Johnson Financial Group, LLC | 8 | 8 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Mechanics Bank Trust Department | 5 | 3 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Activest Wealth Management | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
All Season Financial Advisors, Inc. | 7 | 1 | 0.39% | 1.08% | 2.03% | Q2 2021 | Q2 2023 | 8 |
Strategic Advisors LLC | 8 | 8 | 0.11% | 0.23% | 0.43% | Q2 2020 | Q1 2022 | 8 |
Gould Capital, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.07% | 0.18% | Q1 2021 | Q3 2023 | 8 |
McGowan Group Asset Management, Inc. | 8 | 8 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q2 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Brevan Howard Capital Management LP | 3 | 1 | 0.20% | 3.31% | 6.24% | Q4 2020 | Q1 2022 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.17% | 0.34% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.14% | 0.22% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Pure Financial Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.09% | Q1 2022 | Q4 2023 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.55% | 0.79% | 1.26% | Q4 2021 | Q3 2023 | 8 |
Cordasco Financial Network | 8 | 8 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q2 2022 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.02% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Diversified Trust Co | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2023 | 8 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 8 |
PALLADIEM, LLC | 8 | 8 | 0.21% | 0.28% | 0.34% | Q3 2021 | Q2 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Marks Group Wealth Management, Inc | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Leucadia National | 4 | 4 | 0.00% | 0.01% | 0.05% | Q4 2022 | Q3 2023 | 8 |
Cresset Asset Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.13% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Millburn Ridgefield Corp | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
American Research & Management Co. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.00% | 0.19% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
OXFORD FINANCIAL GROUP, LTD. LLC | 8 | 8 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Mendel Capital Management LLC | 8 | 8 | 0.28% | 0.44% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.02% | 0.09% | Q3 2019 | Q4 2022 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.01% | 0.18% | 0.43% | Q1 2020 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
JTC Employer Solutions Trustee Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Personal Capital Advisors Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Advisors Capital Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Opes Wealth Management LLC | 8 | 8 | 0.05% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
ALTERNA WEALTH MANAGEMENT, INC | 8 | 8 | 0.61% | 0.79% | 0.93% | Q4 2021 | Q3 2023 | 8 |
Rathbones Group PLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 0.95% | 1.08% | 1.19% | Q4 2021 | Q3 2023 | 8 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 8 |
Bensler, LLC | 8 | 8 | 0.06% | 0.10% | 0.23% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.24% | 0.35% | 0.41% | Q4 2021 | Q3 2023 | 8 |
FAS Wealth Partners, Inc. | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 8 |
Total Wealth Planning, LLC | 7 | 1 | 3.39% | 3.93% | 4.27% | Q3 2021 | Q3 2023 | 8 |
PICTON MAHONEY ASSET MANAGEMENT | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EVERMAY WEALTH MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
EPG Wealth Management LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Capital Analysts, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
TAP Consulting, LLC | 4 | 1 | 0.01% | 0.23% | 0.32% | Q2 2020 | Q3 2023 | 8 |
ROPES WEALTH ADVISORS LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
QUADRANT CAPITAL GROUP LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Banco Santander, S.A. | 7 | 1 | 0.01% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 8 |
Syverson Strege & Co | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Perennial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2021 | 8 |
B & T Capital Management DBA Alpha Capital Management | 7 | 7 | 0.05% | 2.28% | 3.71% | Q1 2020 | Q3 2021 | 7 |
Integrated Advisors Network LLC | 6 | 1 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 7 |
Schneider Downs Wealth Management Advisors, LP | 6 | 1 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 7 |
WHITTIER TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Emerald Advisors, LLC | 7 | 7 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q2 2023 | 7 |
Cabot-Wellington, LLC | 7 | 7 | 0.11% | 0.12% | 0.12% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 7 |
EQUITABLE TRUST CO | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
CPWM, LLC | 6 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 7 |
HB Wealth Management, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 7 |
PINNACLE ASSOCIATES LTD | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Ausdal Financial Partners, Inc. | 7 | 7 | 0.07% | 0.08% | 0.08% | Q1 2017 | Q3 2018 | 7 |
Gemmer Asset Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 7 |
Sandy Spring Bank | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Johnson Bixby & Associates, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Curtis Advisory Group, LLC | 3 | 2 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q4 2022 | 7 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 6 | 6 | 0.02% | 0.03% | 0.07% | Q3 2021 | Q4 2022 | 7 |
GSB Wealth Management, LLC | 6 | 1 | 0.00% | 0.45% | 0.76% | Q1 2021 | Q1 2023 | 7 |
Phoenix Holdings Ltd. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Chicago Partners Investment Group LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2023 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.10% | 0.23% | 0.39% | Q2 2019 | Q4 2020 | 7 |
PEAPACK GLADSTONE FINANCIAL CORP | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 7 |
Leelyn Smith, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
Relaxing Retirement Coach | 7 | 7 | 0.06% | 0.09% | 0.13% | Q4 2021 | Q2 2023 | 7 |
Winfield Associates, Inc. | 5 | 2 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q2 2021 | 7 |
HILLTOP WEALTH ADVISORS, LLC | 7 | 7 | 0.16% | 0.26% | 0.37% | Q2 2020 | Q4 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Financial Management Professionals, Inc. | 7 | 7 | 0.00% | 0.01% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Covington Capital Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Horizons Wealth Management | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q4 2023 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2022 | 7 |
MURPHY CAPITAL MANAGEMENT INC | 7 | 7 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q2 2022 | 7 |
Snowden Capital Advisors LLC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 7 |
Graham Capital Management, L.P. | 5 | 2 | 0.12% | 0.43% | 1.80% | Q4 2020 | Q4 2022 | 7 |
VERITY Wealth Advisors | 7 | 7 | 0.25% | 0.29% | 0.33% | Q2 2022 | Q4 2023 | 7 |
EP Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Chesley Taft & Associates LLC | 7 | 7 | 0.12% | 0.18% | 0.22% | Q1 2022 | Q3 2023 | 7 |
COMERICA SECURITIES,INC. | 6 | 1 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q4 2022 | 7 |
FIL Ltd | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Wolf Group Capital Advisors | 7 | 7 | 0.10% | 0.18% | 0.31% | Q1 2021 | Q3 2022 | 7 |
Clal Insurance Enterprises Holdings Ltd | 7 | 7 | 0.67% | 0.90% | 1.07% | Q1 2022 | Q3 2023 | 7 |
Lattice Capital Management, LLC | 7 | 7 | 0.12% | 0.86% | 2.55% | Q4 2021 | Q2 2023 | 7 |
Aufman Associates Inc | 7 | 7 | 0.16% | 0.19% | 0.26% | Q3 2020 | Q1 2022 | 7 |
Stockman Wealth Management, Inc. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Destiny Wealth Partners, LLC | 4 | 3 | 0.21% | 0.34% | 0.47% | Q2 2021 | Q3 2023 | 7 |
tru Independence LLC | 6 | 1 | 0.01% | 0.12% | 0.51% | Q2 2020 | Q1 2022 | 7 |
Claret Asset Management Corp | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HoyleCohen, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
BerganKDV Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
HAZLETT, BURT & WATSON, INC. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 6 |
WFG Advisors, LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Capstone Triton Financial Group, LLC | 6 | 6 | 0.17% | 0.20% | 0.22% | Q2 2022 | Q3 2023 | 6 |
HOWARD FINANCIAL SERVICES, LTD. | 6 | 6 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q1 2022 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Advisors Preferred, LLC | 4 | 2 | 0.00% | 0.07% | 0.19% | Q2 2019 | Q4 2020 | 6 |
FOSTER & MOTLEY INC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Lido Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 6 |
FINANCIAL CONSULATE, INC | 6 | 6 | 2.04% | 2.69% | 3.62% | Q4 2014 | Q1 2016 | 6 |
FIRST UNITED BANK & TRUST | 6 | 6 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q1 2022 | 6 |
Highland Financial Advisors, LLC | 6 | 6 | 0.19% | 0.25% | 0.30% | Q2 2022 | Q3 2023 | 6 |
MMBG INVESTMENT ADVISORS CO. | 6 | 6 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 6 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 5 | 1 | 0.04% | 0.09% | 0.17% | Q3 2020 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 6 |
Weil Company, Inc. | 6 | 6 | 0.13% | 0.55% | 1.10% | Q1 2022 | Q2 2023 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CONSILIO WEALTH ADVISORS, LLC | 6 | 6 | 1.64% | 2.86% | 3.41% | Q4 2021 | Q1 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Optiver Holding B.V. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 6 | 6 | 0.06% | 0.10% | 0.12% | Q4 2021 | Q1 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
RPg Family Wealth Advisory, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2022 | 6 |
Hudock, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Raleigh Capital Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Burleson & Company, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 6 |
Resolute Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 6 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q2 2023 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 6 |
TOMPKINS FINANCIAL CORP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2023 | 6 |
Signet Investment Advisory Group, Inc. | 6 | 6 | 0.23% | 0.30% | 0.39% | Q1 2021 | Q2 2022 | 6 |
PFS INVESTMENTS INC. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Belvedere Trading LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 |
Gateway Advisory, LLC | 6 | 6 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q2 2022 | 6 |
HRT FINANCIAL LP | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 6 |
Frisch Financial Group, Inc. | 6 | 6 | 1.39% | 1.85% | 2.49% | Q1 2021 | Q2 2022 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.28% | 0.35% | 0.43% | Q3 2020 | Q4 2021 | 6 |
EverSource Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
First Bancorp, Inc /ME/ | 5 | 1 | 0.72% | 0.87% | 1.14% | Q1 2021 | Q3 2022 | 6 |
IEQ CAPITAL, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Archer Investment Corp | 4 | 2 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 6 |
Virtu Financial LLC | 2 | 2 | 0.03% | 0.07% | 0.21% | Q3 2021 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.05% | 0.12% | Q1 2022 | Q2 2023 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MAI Capital Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
RAYMOND JAMES TRUST N.A. | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 6 |
GUARDIAN CAPITAL LP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Susquehanna International Group Ltd. | 6 | 6 | 0.06% | 0.64% | 1.86% | Q2 2021 | Q3 2022 | 6 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2023 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 6 | 6 | 0.34% | 1.86% | 3.13% | Q3 2021 | Q4 2022 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Parkside Financial Bank & Trust | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Psagot Value Holdings Ltd. / (Israel) | 6 | 6 | 0.00% | 0.25% | 0.50% | Q3 2021 | Q4 2022 | 6 |
MOORE CAPITAL MANAGEMENT, LP | 6 | 6 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q2 2022 | 6 |
HOWLAND CAPITAL MANAGEMENT LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Clear Perspectives Financial Planning, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Silicon Hills Wealth Management, LLC | 5 | 5 | 0.22% | 0.80% | 1.54% | Q1 2021 | Q1 2022 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2021 | 5 |
SUNTRUST BANKS INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2019 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 5 |
Edge Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
HEADINVEST, LLC | 3 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 5 |
Faithward Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 5 |
Kaizen Financial Strategies | 5 | 5 | 0.12% | 0.18% | 0.21% | Q3 2022 | Q3 2023 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.03% | 0.07% | 0.14% | Q3 2020 | Q3 2021 | 5 |
RIDGECREST WEALTH PARTNERS, LLC | 5 | 5 | 0.13% | 0.15% | 0.17% | Q2 2022 | Q2 2023 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Venturi Wealth Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 5 |
CENTAURUS FINANCIAL, INC. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Future Financial Wealth Managment LLC | 4 | 1 | 0.05% | 0.64% | 1.10% | Q4 2020 | Q1 2022 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Bristlecone Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 5 |
Birch Hill Investment Advisors LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CONNING INC. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
MILLIE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.16% | 0.21% | 0.24% | Q4 2015 | Q1 2017 | 5 |
AlphaMark Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Telemetry Investments, L.L.C. | 3 | 2 | 0.28% | 0.43% | 0.56% | Q1 2021 | Q3 2022 | 5 |
Congress Wealth Management LLC / DE / | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Cerity Partners LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Compagnie Lombard Odier SCmA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 5 |
Sanford Advisory Services, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q1 2022 | 5 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.06% | 0.45% | 0.73% | Q2 2020 | Q3 2021 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
TUDOR INVESTMENT CORP ET AL | 3 | 2 | 0.00% | 0.10% | 0.40% | Q4 2020 | Q4 2022 | 5 |
Candriam S.C.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Pekin Hardy Strauss, Inc. | 5 | 5 | 0.04% | 0.18% | 0.51% | Q3 2020 | Q3 2021 | 5 |
MATRIX PRIVATE CAPITAL GROUP LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MCDONALD PARTNERS LLC | 3 | 2 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 5 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Western Wealth Management, LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 5 |
Capital Advisory Group Advisory Services, LLC | 3 | 2 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q2 2022 | 5 |
DRW Securities, LLC | 2 | 1 | 0.02% | 0.10% | 0.22% | Q4 2020 | Q1 2023 | 5 |
Herold Advisors, Inc. | 5 | 5 | 0.17% | 0.20% | 0.25% | Q3 2021 | Q3 2022 | 5 |
Perigon Wealth Management, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 4 | 1 | 0.13% | 0.17% | 0.21% | Q4 2020 | Q1 2022 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 0.25% | 1.10% | 2.69% | Q3 2022 | Q3 2023 | 5 |
Lenox Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
ASHFORD CAPITAL MANAGEMENT INC | 5 | 5 | 0.08% | 0.16% | 0.26% | Q4 2020 | Q4 2021 | 5 |
Stamos Capital Partners, L.P. | 4 | 1 | 0.09% | 0.20% | 0.28% | Q4 2020 | Q3 2022 | 5 |
MCF Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Fountainhead AM, LLC | 5 | 5 | 0.11% | 0.13% | 0.16% | Q3 2021 | Q3 2022 | 5 |
CHOREO, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 1.82% | 1.99% | 2.24% | Q4 2022 | Q3 2023 | 4 |
Edge Capital Group, LLC | 4 | 4 | 0.02% | 0.07% | 0.15% | Q2 2021 | Q1 2022 | 4 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.06% | 0.14% | Q3 2020 | Q2 2023 | 4 |
NOMURA HOLDINGS INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.11% | 0.40% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Rockbridge Investment Management, LCC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Laidlaw Wealth Management LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2022 | 4 |
First Command Advisory Services, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Vista Private Wealth Partners. LLC | 4 | 4 | 0.82% | 0.90% | 1.02% | Q1 2022 | Q4 2022 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 0.19% | 0.24% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Danda Trouve Investment Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Robertson Stephens Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 4 |
Terra Nova Asset Management LLC | 4 | 4 | 1.01% | 1.38% | 1.83% | Q4 2020 | Q3 2021 | 4 |
B&D White Capital Company, LLC | 2 | 2 | 0.12% | 1.30% | 2.46% | Q4 2020 | Q4 2021 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Brown Advisory Securities, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q2 2021 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Paradigm Financial Advisors, LLC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q4 2021 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
Capasso Planning Partners LLC | 4 | 4 | 0.35% | 0.47% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Wharton Business Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Cardinal Point Capital Management ULC | 4 | 4 | 0.16% | 0.23% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.12% | 0.20% | Q1 2021 | Q3 2023 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.13% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
TD Capital Management LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.21% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
SEAVIEW INVESTMENT MANAGERS LLC | 4 | 4 | 0.17% | 0.61% | 0.83% | Q3 2020 | Q2 2021 | 4 |
REGENTATLANTIC CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 4 |
1834 INVESTMENT ADVISORS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Round Rock Advisors, LLC | 4 | 4 | 0.09% | 0.26% | 0.46% | Q1 2021 | Q4 2021 | 4 |
Sentinus, LLC | 4 | 4 | 0.30% | 0.38% | 0.51% | Q3 2022 | Q2 2023 | 4 |
AlphaCore Capital LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Alpha Cubed Investments, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Aries Wealth Management | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.63% | 0.82% | 0.92% | Q4 2022 | Q3 2023 | 4 |
XML Financial, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q2 2023 | 4 |
PRUDENTIAL PLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 4 |
Bramshill Investments, LLC | 3 | 1 | 0.01% | 0.04% | 0.11% | Q1 2021 | Q3 2023 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.13% | 0.21% | 0.26% | Q4 2022 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Community Financial Services Group, LLC | 3 | 1 | 0.08% | 0.12% | 0.20% | Q2 2021 | Q3 2023 | 4 |
FIFTH THIRD SECURITIES, INC. | 2 | 2 | 0.03% | 0.08% | 0.16% | Q3 2021 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Prudence Investment Management (Hong Kong) Ltd. | 4 | 4 | 0.08% | 0.14% | 0.26% | Q4 2021 | Q3 2022 | 4 |
Banco BTG Pactual S.A. | 3 | 1 | 0.06% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.04% | 0.08% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Joseph Group Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Cooper Financial Group | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q3 2021 | 4 |
DAVENPORT & Co LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Sage Advisory Services, Ltd.Co. | 4 | 4 | 0.06% | 0.07% | 0.09% | Q2 2022 | Q1 2023 | 4 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Kingsview Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 4 |
Private Ocean, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2023 | 4 |
SIMON QUICK ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FINANCIAL MANAGEMENT NETWORK INC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q1 2021 | Q4 2021 | 4 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Johnson Financial Group, Inc. | 3 | 1 | 0.03% | 0.07% | 0.09% | Q2 2021 | Q2 2022 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.05% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VisionPoint Advisory Group, LLC | 2 | 1 | 0.00% | 0.09% | 0.14% | Q4 2020 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.10% | 0.35% | 0.75% | Q1 2023 | Q3 2023 | 3 |
Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Lion Street Advisors, LLC | 2 | 1 | 0.30% | 0.56% | 0.74% | Q1 2020 | Q4 2020 | 3 |
Parker Investment Management, LLC | 2 | 1 | 0.22% | 2.76% | 6.21% | Q3 2019 | Q4 2020 | 3 |
CORA CAPITAL ADVISORS LLC | 3 | 3 | 0.38% | 0.42% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Accuvest Global Advisors | 3 | 3 | 0.33% | 0.43% | 0.48% | Q3 2022 | Q1 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cardinal Point Wealth Management Partners, LLC | 3 | 3 | 0.15% | 0.18% | 0.20% | Q1 2022 | Q3 2022 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Rappaport Reiches Capital Management, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Florin Court Capital LLP | 2 | 1 | 0.46% | 2.79% | 5.04% | Q4 2020 | Q3 2022 | 3 |
Financial Architects, Inc | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q4 2020 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
CONNABLE OFFICE INC | 3 | 3 | 0.92% | 1.02% | 1.10% | Q4 2020 | Q2 2021 | 3 |
Twin Tree Management, LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Aurora Private Wealth, Inc. | 3 | 3 | 0.18% | 0.36% | 0.47% | Q3 2022 | Q1 2023 | 3 |
FURE FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
L & S Advisors Inc | 3 | 3 | 0.07% | 0.16% | 0.22% | Q1 2021 | Q3 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Affiance Financial, LLC | 3 | 3 | 0.01% | 0.29% | 0.61% | Q3 2022 | Q1 2023 | 3 |
LPWM LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Navalign, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q3 2021 | 3 |
Main Street Financial Solutions, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 3 |
Barrett Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Miracle Mile Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Cypress Point Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
ADE, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 3 |
McKinley Carter Wealth Services, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q3 2017 | Q4 2020 | 3 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.10% | 0.12% | 0.13% | Q2 2021 | Q1 2023 | 3 |
Caerus Investment Advisors, LLC | 3 | 3 | 0.33% | 0.36% | 0.38% | Q1 2022 | Q3 2022 | 3 |
Sharper & Granite LLC | 3 | 3 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q2 2023 | 3 |
Ayalon Insurance Comp Ltd. | 3 | 3 | 0.13% | 0.13% | 0.14% | Q3 2021 | Q1 2022 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EASTERN BANK | 3 | 3 | 0.11% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Worth Asset Management, LLC | 2 | 1 | 0.00% | 0.67% | 1.63% | Q1 2022 | Q4 2022 | 3 |
ALTFEST L J & CO INC | 3 | 3 | 0.05% | 0.13% | 0.28% | Q1 2022 | Q3 2022 | 3 |
Aprio Wealth Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Stonebridge Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Regal Investment Advisors LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2022 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CALTON & ASSOCIATES, INC. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
WealthBridge Capital Management, LLC | 2 | 1 | 0.01% | 0.07% | 0.12% | Q1 2019 | Q2 2021 | 3 |
Quantitative Investment Management, LLC | 2 | 1 | 0.07% | 0.19% | 0.32% | Q3 2022 | Q3 2023 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q3 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NEW YORK STATE COMMON RETIREMENT FUND | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Alpine Global Management, LLC | 3 | 3 | 0.14% | 0.20% | 0.24% | Q3 2022 | Q1 2023 | 3 |
Psagot Value Holdings Ltd. | 3 | 3 | 0.02% | 0.19% | 0.50% | Q1 2021 | Q3 2021 | 3 |
Clear Perspective Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Rock Creek Group, LP | 3 | 3 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q1 2023 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 3 |
American Institute for Advanced Investment Management, LLP | 3 | 3 | 0.26% | 0.30% | 0.36% | Q4 2022 | Q2 2023 | 3 |
FORTE ASSET MANAGEMENT LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q4 2022 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
NORTHERN TRUST CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Destination Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
COWA, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2022 | 2 |
Kingfisher Capital LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
AMG National Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Icon Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Point72 Asset Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
StoneX Group Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
PICTET ASSET MANAGEMENT SA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
WILLNER & HELLER, LLC | 2 | 2 | 0.27% | 0.37% | 0.46% | Q4 2021 | Q1 2022 | 2 |
WFA of San Diego, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EMG Holdings, L.P. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 2 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Moss Adams Wealth Advisors LLC | 2 | 2 | 0.00% | 0.05% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 2 |
Avestar Capital, LLC | 1 | 1 | 0.02% | 0.39% | 0.76% | Q4 2020 | Q3 2023 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Merriman Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Ruedi Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Joel Isaacson & Co., LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 2 |
Mosaic Family Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Nadler Financial Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Autonomy Capital (Jersey) L.P. | 2 | 2 | 2.58% | 3.30% | 4.03% | Q3 2020 | Q4 2020 | 2 |
Long Wharf Investors, Inc. | 2 | 2 | 0.19% | 0.20% | 0.21% | Q1 2014 | Q2 2014 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Hamilton Wealth, LLC | 2 | 2 | 1.07% | 1.51% | 1.94% | Q3 2020 | Q4 2020 | 2 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q4 2018 | Q3 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
OLD DOMINION CAPITAL MANAGEMENT INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q1 2022 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2022 | Q4 2022 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Bard Financial Services, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
ALBION FINANCIAL GROUP /UT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
American Trust | 2 | 2 | 0.04% | 0.10% | 0.16% | Q1 2022 | Q2 2022 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Black Swift Group, LLC | 1 | 1 | 0.00% | 0.35% | 0.70% | Q1 2020 | Q1 2021 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.82% | 0.82% | 0.82% | Q4 2020 | Q1 2021 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Crescent Capital Consulting, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q1 2021 | 2 |
Watson Rebecca | 2 | 2 | 0.00% | 0.07% | 0.14% | Q2 2020 | Q3 2020 | 2 |
True Capital Management | 2 | 2 | 0.69% | 0.76% | 0.83% | Q4 2022 | Q1 2023 | 2 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 4.22% | 4.31% | 4.39% | Q1 2021 | Q2 2021 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Apella Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Lehman & Derafelo Financial Resources LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Alpha Financial Partners, LLC | 2 | 2 | 0.89% | 0.97% | 1.05% | Q4 2022 | Q1 2023 | 2 |
Savior LLC | 2 | 2 | 0.00% | 1.64% | 3.28% | Q4 2020 | Q1 2021 | 2 |
USCA RIA LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q1 2021 | 2 |
Evolution Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.25% | 0.79% | 1.34% | Q4 2020 | Q4 2021 | 2 |
Windmill Hill Asset Management Ltd | 2 | 2 | 30.81% | 31.13% | 31.45% | Q3 2020 | Q4 2020 | 2 |
Peoples Bank/KS | 2 | 2 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q4 2023 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2019 | Q3 2019 | 2 |
MRA Advisory Group | 2 | 2 | 1.68% | 1.74% | 1.80% | Q2 2023 | Q3 2023 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Employees Retirement System of Texas | 2 | 2 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q1 2021 | 2 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q1 2020 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Pinnacle Advisory Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Capital Advisors Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q1 2023 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2022 | 2 |
FNY Investment Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
NexWave Capital Partners LLC | 2 | 2 | 1.15% | 1.50% | 1.86% | Q4 2020 | Q1 2021 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.02% | 0.08% | 0.15% | Q1 2022 | Q3 2023 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Whitnell & Co. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Rollins Financial | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q1 2023 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2020 | 2 |
INSTRUMENTAL WEALTH, LLC | 2 | 2 | 1.08% | 1.21% | 1.34% | Q2 2023 | Q3 2023 | 2 |
Donoghue Forlines LLC | 2 | 2 | 0.55% | 0.58% | 0.62% | Q2 2021 | Q3 2021 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Rather & Kittrell, Inc. | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Fiduciary Alliance LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
BAR HARBOR WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q1 2022 | 2 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 1.57% | 1.57% | 1.57% | Q3 2022 | Q3 2022 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BINGHAM OSBORN & SCARBOROUGH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 4.43% | 4.43% | 4.43% | Q3 2021 | Q3 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Prostatis Group LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q1 2021 | Q1 2021 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Quent Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
New Century Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
AIGH Capital Management LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2021 | Q2 2021 | 1 |
CGC Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q4 2020 | Q4 2020 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 4.56% | 4.56% | 4.56% | Q4 2020 | Q4 2020 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SPC Financial, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2020 | Q4 2020 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SPHERA FUNDS MANAGEMENT LTD. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2021 | Q1 2021 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MMA ASSET MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Resource Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RETIREMENT INCOME SOLUTIONS, INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
New England Capital Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CAHABA WEALTH MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Shepherd Financial Partners LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 10.55% | 10.55% | 10.55% | Q3 2022 | Q3 2022 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sargent Investment Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CARDIFF PARK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Gainplan LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Jump Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2019 | Q4 2019 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RMR Wealth Builders | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pine Haven Investment Counsel, Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Yaupon Capital Management LP | 1 | 1 | 1.20% | 1.20% | 1.20% | Q1 2020 | Q1 2020 | 1 |
Choice Wealth Advisors, LLC | 1 | 1 | 3.25% | 3.25% | 3.25% | Q2 2022 | Q2 2022 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 2.88% | 2.88% | 2.88% | Q3 2022 | Q3 2022 | 1 |
Lee Financial Group Hawaii, Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2020 | Q4 2020 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
MJP ASSOCIATES INC /ADV | 1 | 1 | 1.42% | 1.42% | 1.42% | Q1 2021 | Q1 2021 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2021 | Q4 2021 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ERN LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2022 | Q2 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2022 | Q3 2022 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2021 | Q1 2021 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q1 2021 | 1 |
SYCOMORE ASSET MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
1ST SOURCE BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
ICICI Prudential Asset Management Co Ltd | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 2.00% | 2.00% | 2.00% | Q1 2021 | Q1 2021 | 1 |
Firestone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
3EDGE Asset Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
LWMG, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2021 | Q1 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
EMFO, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Seamans Capital Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2015 | Q3 2015 | 1 |
Glenview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Bank of New Hampshire | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Savant Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Benefit Street Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Veracity Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
qPULA Trading Management LP | 1 | 1 | 1.33% | 1.33% | 1.33% | Q2 2021 | Q2 2021 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Personal Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Latitude Advisors, LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q3 2022 | Q3 2022 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2022 | Q3 2022 | 1 |
Scott & Selber, Inc. | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2020 | Q4 2020 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCG Advisors, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Main Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
PICTET BANK & TRUST Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
10-15 ASSOCIATES, INC. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2020 | Q3 2020 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
BARINGS LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.