Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.05% | Q1 2012 | Q3 2023 | 46 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.08% | Q2 2013 | Q3 2023 | 44 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 34 | 7 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.07% | 0.19% | Q3 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.02% | 0.07% | 0.12% | Q3 2013 | Q3 2023 | 41 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 41 | 41 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 41 |
Veritable, L.P. | 41 | 41 | 0.02% | 0.12% | 0.17% | Q2 2013 | Q2 2023 | 41 |
BAILARD, INC. | 31 | 10 | 0.07% | 0.20% | 0.38% | Q2 2013 | Q3 2023 | 41 |
US BANCORP \DE\ | 38 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 32 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.02% | 0.26% | 0.60% | Q4 2013 | Q3 2023 | 40 |
BANK OF MONTREAL /CAN/ | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
Mariner, LLC | 35 | 2 | 0.03% | 0.30% | 2.47% | Q4 2013 | Q3 2023 | 37 |
RAYMOND JAMES & ASSOCIATES | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.00% | 0.09% | 0.57% | Q4 2014 | Q3 2023 | 36 |
CITIGROUP INC | 34 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 36 |
Creative Planning | 18 | 4 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 36 |
1832 Asset Management L.P. | 31 | 1 | 0.00% | 0.13% | 0.24% | Q1 2014 | Q3 2023 | 36 |
AllSquare Wealth Management LLC | 25 | 10 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 35 |
FRANKLIN RESOURCES INC | 21 | 14 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 35 |
Kistler-Tiffany Companies, LLC | 34 | 34 | 0.01% | 0.11% | 0.38% | Q2 2013 | Q3 2021 | 34 |
COLONY GROUP LLC | 32 | 1 | 0.00% | 0.18% | 1.46% | Q4 2014 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 31 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 33 |
PRUDENTIAL PLC | 33 | 33 | 0.01% | 0.03% | 0.10% | Q3 2015 | Q3 2023 | 33 |
Advisory Services Network, LLC | 27 | 5 | 0.00% | 0.04% | 0.20% | Q3 2015 | Q3 2023 | 32 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 31 |
B. Riley Wealth Advisors, Inc. | 27 | 1 | 0.00% | 0.06% | 0.11% | Q1 2014 | Q3 2023 | 31 |
FIFTH THIRD BANCORP | 29 | 1 | 0.00% | 0.48% | 1.35% | Q4 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
QS Investors, LLC | 29 | 2 | 0.00% | 0.61% | 1.83% | Q2 2013 | Q1 2021 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 30 |
HighTower Advisors, LLC | 28 | 2 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 30 |
EFG Asset Management (Americas) Corp. | 29 | 29 | 0.06% | 0.24% | 0.54% | Q3 2016 | Q3 2023 | 29 |
BLAIR WILLIAM & CO/IL | 29 | 29 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 29 |
Lido Advisors, LLC | 29 | 29 | 0.01% | 0.06% | 0.13% | Q3 2016 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 29 |
BlackRock Inc. | 27 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 28 |
BigSur Wealth Management LLC | 28 | 28 | 0.27% | 0.87% | 1.96% | Q4 2016 | Q3 2023 | 28 |
Private Advisor Group, LLC | 24 | 1 | 0.00% | 0.03% | 0.09% | Q3 2014 | Q3 2023 | 28 |
M&T BANK CORP | 16 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 28 |
STIFEL FINANCIAL CORP | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Wealth Architects, LLC | 28 | 28 | 0.32% | 2.64% | 6.11% | Q4 2016 | Q3 2023 | 28 |
STEEL GROVE CAPITAL ADVISORS, LLC | 12 | 3 | 0.05% | 1.03% | 4.00% | Q3 2013 | Q3 2023 | 27 |
SYNOVUS FINANCIAL CORP | 17 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 27 |
COUNTRY TRUST BANK | 27 | 27 | 0.00% | 0.31% | 0.42% | Q2 2017 | Q4 2023 | 27 |
MACKENZIE FINANCIAL CORP | 15 | 2 | 0.00% | 0.03% | 0.13% | Q1 2016 | Q3 2023 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q4 2019 | 27 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.01% | 0.09% | Q1 2014 | Q3 2023 | 27 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 27 | 27 | 0.00% | 0.16% | 0.44% | Q2 2013 | Q4 2019 | 27 |
Financial Architects, Inc | 18 | 3 | 0.02% | 0.07% | 0.44% | Q2 2013 | Q2 2020 | 26 |
Cambridge Investment Research Advisors, Inc. | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 25 |
Cutler Group LLC / CA | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 25 |
Money Design Co.,Ltd. | 25 | 25 | 0.60% | 1.10% | 1.78% | Q3 2017 | Q3 2023 | 25 |
Cerity Partners LLC | 24 | 1 | 0.00% | 0.02% | 0.10% | Q1 2017 | Q2 2023 | 25 |
TRUST CO OF VERMONT | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 25 |
Financial Advocates Investment Management | 24 | 24 | 0.02% | 0.08% | 0.18% | Q4 2017 | Q3 2023 | 24 |
Bank of New York Mellon Corp | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Forefront Analytics, LLC | 24 | 24 | 2.07% | 3.94% | 5.79% | Q4 2017 | Q3 2023 | 24 |
Camelot Portfolios, LLC | 24 | 24 | 0.15% | 0.31% | 0.49% | Q2 2013 | Q1 2019 | 24 |
HANCOCK WHITNEY CORP | 24 | 24 | 0.03% | 0.26% | 0.43% | Q4 2017 | Q3 2023 | 24 |
AXA S.A. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2019 | 24 |
NAPLES GLOBAL ADVISORS, LLC | 24 | 24 | 0.06% | 0.33% | 0.67% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.05% | 0.22% | 0.61% | Q4 2016 | Q2 2022 | 23 |
HUNTINGTON NATIONAL BANK | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2011 | Q3 2023 | 23 |
TELEMUS CAPITAL, LLC | 12 | 11 | 0.02% | 0.09% | 0.30% | Q3 2015 | Q3 2023 | 23 |
Simmons Bank | 23 | 23 | 0.02% | 0.07% | 0.15% | Q4 2016 | Q2 2022 | 23 |
MML INVESTORS SERVICES, LLC | 12 | 11 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 23 |
FMR LLC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
Cetera Advisors LLC | 11 | 2 | 0.00% | 0.05% | 0.17% | Q1 2015 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 23 |
CX Institutional | 22 | 22 | 0.00% | 0.09% | 0.23% | Q2 2018 | Q3 2023 | 22 |
ANCHOR CAPITAL ADVISORS LLC | 19 | 1 | 0.01% | 1.15% | 23.39% | Q4 2015 | Q3 2023 | 22 |
CIBC WORLD MARKET INC. | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 22 |
Mirae Asset Global Investments Co., Ltd. | 16 | 2 | 0.00% | 0.05% | 0.55% | Q4 2008 | Q1 2023 | 22 |
Stratos Wealth Partners, LTD. | 21 | 21 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Greenwich Wealth Management LLC | 21 | 21 | 0.03% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
REILLY FINANCIAL ADVISORS, LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 20 |
Global Retirement Partners, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.13% | 0.18% | 0.28% | Q4 2018 | Q3 2023 | 20 |
HSBC HOLDINGS PLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q2 2018 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
Elmwood Wealth Management, Inc. | 8 | 2 | 0.62% | 0.79% | 1.06% | Q1 2018 | Q3 2023 | 20 |
Waldron Private Wealth LLC | 20 | 20 | 0.61% | 0.98% | 1.85% | Q4 2018 | Q3 2023 | 20 |
Fiera Capital Corp | 14 | 6 | 0.00% | 0.04% | 0.22% | Q3 2013 | Q3 2019 | 20 |
Total Wealth Planning, LLC | 20 | 20 | 0.32% | 0.69% | 1.06% | Q4 2018 | Q3 2023 | 20 |
SG Americas Securities, LLC | 11 | 2 | 0.00% | 0.02% | 0.14% | Q3 2014 | Q2 2021 | 19 |
NICOLET BANKSHARES INC | 19 | 19 | 0.10% | 1.09% | 5.26% | Q4 2015 | Q2 2020 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 19 |
Lumina Fund Management LLC | 19 | 19 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2017 | 19 |
TSFG, LLC | 19 | 19 | 0.12% | 0.20% | 0.37% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Northeast Financial Consultants Inc | 19 | 19 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.09% | 0.58% | 0.94% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
REGIONS FINANCIAL CORP | 17 | 2 | 0.00% | 0.04% | 0.34% | Q4 2018 | Q3 2023 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 5 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 19 |
Bell Bank | 18 | 18 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
NEXT Financial Group, Inc | 12 | 6 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q4 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
VAN ECK ASSOCIATES CORP | 17 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2021 | 18 |
Archer Investment Corp | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
PRIVATE TRUST CO NA | 7 | 2 | 0.00% | 0.07% | 0.17% | Q1 2013 | Q3 2023 | 18 |
OPTIMUM INVESTMENT ADVISORS | 14 | 4 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2021 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
MOTCO | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
MD Financial Management Inc. | 17 | 17 | 3.91% | 4.62% | 6.63% | Q4 2017 | Q4 2021 | 17 |
Capstone Financial Advisors, Inc. | 10 | 3 | 0.02% | 1.22% | 5.15% | Q4 2018 | Q3 2023 | 17 |
Capital Analysts, LLC | 17 | 17 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Capital Investment Advisory Services, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 17 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 17 |
Chicago Partners Investment Group LLC | 17 | 17 | 0.01% | 0.07% | 0.28% | Q4 2014 | Q4 2018 | 17 |
Sigma Planning Corp | 6 | 5 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 17 |
MURPHY CAPITAL MANAGEMENT INC | 17 | 17 | 0.02% | 0.15% | 0.43% | Q3 2017 | Q3 2021 | 17 |
CITY HOLDING CO | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
NewSquare Capital LLC | 10 | 7 | 0.01% | 0.63% | 1.58% | Q2 2013 | Q1 2019 | 17 |
Well Done, LLC | 11 | 5 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q2 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 8.22% | 11.48% | 25.03% | Q4 2019 | Q3 2023 | 16 |
Israel Discount Bank of New York | 9 | 7 | 0.30% | 0.75% | 1.55% | Q3 2019 | Q3 2023 | 16 |
Winslow, Evans & Crocker, Inc. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2020 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.16% | 0.22% | 0.31% | Q4 2019 | Q3 2023 | 16 |
CAPITAL INSIGHT PARTNERS, LLC | 16 | 16 | 0.77% | 1.25% | 2.06% | Q4 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.61% | 0.85% | 1.41% | Q4 2019 | Q3 2023 | 16 |
Legacy Bridge, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.18% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Atria Investments, Inc | 10 | 2 | 0.01% | 0.05% | 0.10% | Q2 2014 | Q4 2019 | 16 |
Firestone Capital Management | 16 | 16 | 0.09% | 0.11% | 0.14% | Q4 2019 | Q3 2023 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Gradient Investments LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 15 |
S.A. Mason LLC | 14 | 1 | 0.00% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 15 |
GFG Capital, LLC | 14 | 1 | 0.05% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 15 |
CREDIT SUISSE AG/ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Sowell Financial Services LLC | 10 | 5 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 15 |
Regis Management CO LLC | 15 | 15 | 0.09% | 0.19% | 0.33% | Q3 2019 | Q1 2023 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 15 | 0.02% | 0.13% | 0.20% | Q1 2017 | Q3 2020 | 15 |
PICTET BANK & TRUST Ltd | 8 | 7 | 0.08% | 0.28% | 0.55% | Q4 2016 | Q3 2023 | 15 |
Bremer Bank National Association | 15 | 15 | 0.06% | 0.36% | 0.82% | Q1 2019 | Q3 2022 | 15 |
QUADRANT CAPITAL GROUP LLC | 15 | 15 | 0.03% | 0.09% | 0.70% | Q1 2020 | Q3 2023 | 15 |
CORRADO ADVISORS, LLC | 14 | 14 | 0.32% | 0.72% | 0.91% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, LLC | 12 | 1 | 0.01% | 0.43% | 0.63% | Q4 2018 | Q3 2023 | 14 |
Crescent Grove Advisors, LLC | 14 | 14 | 0.13% | 0.16% | 0.23% | Q2 2020 | Q3 2023 | 14 |
SUNTRUST BANKS INC | 9 | 5 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2019 | 14 |
TOMPKINS FINANCIAL CORP | 11 | 1 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q1 2022 | 14 |
COMERICA SECURITIES,INC. | 13 | 1 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q4 2022 | 14 |
Family Firm, Inc. | 14 | 14 | 0.08% | 0.13% | 0.18% | Q4 2014 | Q1 2018 | 14 |
Banco de Sabadell, S.A | 14 | 14 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2021 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Independent Order of Foresters | 14 | 14 | 2.32% | 2.65% | 2.92% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 14 |
Harel Insurance Investments & Financial Services Ltd. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2020 | 14 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 14 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 14 | 14 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q1 2020 | 14 |
Southern Wealth Management, LLP | 14 | 14 | 0.10% | 0.46% | 2.99% | Q4 2019 | Q1 2023 | 14 |
MACQUARIE GROUP LTD | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
GLENMEDE TRUST CO NA | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
WASHINGTON TRUST BANK | 6 | 1 | 0.02% | 0.24% | 0.95% | Q4 2014 | Q3 2023 | 14 |
Clearstead Advisors, LLC | 13 | 13 | 0.00% | 0.04% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Archford Capital Strategies, LLC | 10 | 3 | 0.10% | 0.34% | 0.76% | Q1 2019 | Q3 2022 | 13 |
BOKF, NA | 12 | 1 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q4 2022 | 13 |
Choate Investment Advisors | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.16% | 0.27% | 0.35% | Q3 2020 | Q3 2023 | 13 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.14% | 0.32% | Q1 2016 | Q3 2023 | 13 |
TD ASSET MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2020 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 13 |
Stelac Advisory Services LLC | 13 | 13 | 0.24% | 0.83% | 1.32% | Q3 2020 | Q3 2023 | 13 |
MainStreet Investment Advisors LLC | 12 | 12 | 0.13% | 0.29% | 0.68% | Q4 2017 | Q3 2020 | 12 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 12 | 12 | 0.02% | 0.41% | 0.60% | Q4 2013 | Q3 2016 | 12 |
AdvicePeriod, LLC | 12 | 12 | 0.09% | 0.75% | 1.35% | Q3 2018 | Q2 2021 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.05% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 12 |
BNP PARIBAS FINANCIAL MARKETS | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 9 | 3 | 0.00% | 0.02% | 0.19% | Q3 2016 | Q3 2021 | 12 |
Argent Advisors, Inc. | 11 | 1 | 0.10% | 0.12% | 0.16% | Q4 2019 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
COMERICA SECURITIES INC | 11 | 1 | 0.05% | 0.09% | 0.16% | Q4 2014 | Q4 2018 | 12 |
KWMG, LLC | 12 | 12 | 0.40% | 0.43% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 7 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.06% | 0.11% | 0.20% | Q4 2020 | Q3 2023 | 12 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 11 |
Voya Financial Advisors, Inc. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q4 2019 | 11 |
NorthCoast Asset Management LLC | 11 | 11 | 0.44% | 0.55% | 0.69% | Q1 2019 | Q3 2021 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 11 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q3 2020 | 11 |
USCA RIA LLC | 6 | 1 | 0.02% | 0.06% | 0.12% | Q2 2017 | Q2 2021 | 11 |
Wealthspire Advisors, L.P. | 11 | 11 | 0.02% | 0.63% | 1.00% | Q1 2018 | Q3 2020 | 11 |
BROWN BROTHERS HARRIMAN & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Institute for Wealth Management, LLC. | 4 | 3 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 11 |
HIGH POINT BANK & TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
Cambria Investment Management, L.P. | 4 | 1 | 0.25% | 0.82% | 1.91% | Q4 2014 | Q2 2022 | 11 |
First Allied Advisory Services, Inc. | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 11 |
Valeo Financial Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 11 |
Aaron Wealth Advisors LLC | 11 | 11 | 0.66% | 1.10% | 1.66% | Q1 2021 | Q3 2023 | 11 |
Laird Norton Wetherby Trust Company, LLC | 6 | 5 | 0.02% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 11 |
West Oak Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 10 | 10 | 0.04% | 0.10% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Certified Advisory Corp | 10 | 10 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q1 2020 | 10 |
NewEdge Wealth, LLC | 10 | 10 | 0.03% | 0.15% | 0.56% | Q4 2020 | Q1 2023 | 10 |
Banco Santander, S.A. | 10 | 10 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Compagnie Lombard Odier SCmA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Sequoia Financial Advisors, LLC | 9 | 1 | 0.01% | 0.08% | 0.13% | Q2 2019 | Q4 2021 | 10 |
COLDSTREAM CAPITAL MANAGEMENT INC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q1 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.01% | 0.03% | 0.12% | Q4 2019 | Q3 2023 | 10 |
SVB Investment Services Inc. | 10 | 10 | 0.92% | 1.87% | 3.74% | Q4 2019 | Q1 2022 | 10 |
Intellectus Partners, LLC | 6 | 4 | 0.08% | 0.11% | 0.13% | Q2 2017 | Q4 2019 | 10 |
FIRST MERCANTILE TRUST CO | 10 | 10 | 1.06% | 1.67% | 1.98% | Q2 2019 | Q3 2021 | 10 |
First Personal Financial Services | 9 | 9 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q2 2019 | 9 |
Beta Wealth Group, Inc. | 5 | 4 | 0.17% | 0.55% | 1.38% | Q1 2021 | Q3 2023 | 9 |
BANQUE PICTET & CIE SA | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
WEBSTER BANK, N. A. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q4 2021 | 9 |
Laurel Wealth Advisors, Inc. | 5 | 1 | 0.04% | 0.08% | 0.13% | Q4 2016 | Q2 2020 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 5 | 4 | 0.17% | 0.55% | 0.95% | Q4 2018 | Q3 2023 | 9 |
NORTHERN CAPITAL MANAGEMENT LLC | 9 | 9 | 0.10% | 0.13% | 0.15% | Q2 2013 | Q2 2015 | 9 |
GREAT LAKES ADVISORS, LLC | 9 | 9 | 0.01% | 0.06% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Aristides Capital LLC | 9 | 9 | 0.08% | 0.21% | 0.28% | Q2 2021 | Q2 2023 | 9 |
Ken Stern & Associates, Inc. | 9 | 9 | 0.14% | 0.17% | 0.20% | Q3 2016 | Q3 2018 | 9 |
Catalyst Capital Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 9 |
Millburn Ridgefield Corp | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.00% | 0.04% | Q2 2019 | Q2 2021 | 9 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q2 2017 | 9 |
Lattice Strategies LLC | 9 | 9 | 0.16% | 0.51% | 1.59% | Q2 2013 | Q2 2015 | 9 |
Western Wealth Management, LLC | 8 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Advisors Preferred, LLC | 2 | 1 | 0.02% | 0.08% | 0.18% | Q3 2014 | Q1 2023 | 9 |
BARCLAYS PLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 9 |
Realta Investment Advisors | 4 | 1 | 0.02% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 9 |
Ballentine Partners, LLC | 5 | 4 | 0.01% | 0.11% | 0.31% | Q4 2018 | Q3 2023 | 9 |
Neuberger Berman Group LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 8 |
Joseph Group Capital Management | 8 | 8 | 0.22% | 1.13% | 2.27% | Q4 2021 | Q3 2023 | 8 |
Southland Equity Partners LLC | 8 | 8 | 0.21% | 0.36% | 0.50% | Q4 2020 | Q3 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.04% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Keel Point, LLC | 6 | 2 | 0.04% | 0.25% | 1.17% | Q1 2019 | Q2 2023 | 8 |
Spearhead Capital Advisors, LLC | 6 | 2 | 0.12% | 0.21% | 0.26% | Q1 2020 | Q2 2022 | 8 |
NATIXIS ADVISORS, L.P. | 7 | 1 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2021 | 8 |
Cypress Capital Group | 7 | 1 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q1 2023 | 8 |
PineBridge Investments, L.P. | 8 | 8 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q2 2017 | 8 |
Lee Financial Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
SVB WEALTH LLC | 8 | 8 | 0.01% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
SALEM INVESTMENT COUNSELORS INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Sonora Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Advisors, Inc. | 8 | 8 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2018 | 8 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.07% | 0.15% | Q3 2016 | Q3 2023 | 8 |
ERn Financial, LLC | 8 | 8 | 0.05% | 0.12% | 0.16% | Q1 2020 | Q4 2021 | 8 |
Montecito Bank & Trust | 8 | 8 | 0.06% | 0.11% | 0.16% | Q1 2022 | Q4 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Invesco Ltd. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.02% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 7 |
D'Orazio & Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2017 | 7 |
Telos Capital Management, Inc. | 7 | 7 | 0.21% | 0.26% | 0.33% | Q2 2013 | Q4 2014 | 7 |
FIRST QUADRANT LLC/CA | 6 | 1 | 0.06% | 0.34% | 1.94% | Q4 2019 | Q1 2022 | 7 |
Monterey Private Wealth, Inc. | 7 | 7 | 0.14% | 0.77% | 2.05% | Q4 2019 | Q2 2021 | 7 |
TUCKER ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Argentus Capital Management, LLC | 5 | 2 | 0.03% | 0.08% | 0.18% | Q2 2014 | Q3 2016 | 7 |
Madden Advisory Services, Inc. | 7 | 7 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Wellspring Financial Advisors, LLC | 4 | 1 | 0.04% | 0.24% | 0.58% | Q1 2020 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Eagle Bay Advisors LLC | 6 | 1 | 0.00% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
Polaris Wealth Advisory Group, LLC | 7 | 7 | 2.53% | 2.89% | 3.60% | Q2 2013 | Q4 2014 | 7 |
Allworth Financial LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 7 |
Snowden Capital Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q3 2019 | Q2 2023 | 7 |
Tradewinds Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.01% | 0.14% | 0.20% | Q4 2020 | Q2 2022 | 7 |
BROWN ADVISORY INC | 6 | 1 | 0.00% | 0.02% | 0.10% | Q4 2021 | Q3 2023 | 7 |
MGO ONE SEVEN LLC | 5 | 1 | 0.00% | 0.05% | 0.11% | Q1 2018 | Q3 2023 | 7 |
Cedar Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
RMB Capital Management, LLC | 4 | 1 | 0.01% | 0.04% | 0.10% | Q3 2017 | Q4 2020 | 7 |
Schechter Investment Advisors, LLC | 7 | 7 | 0.26% | 0.29% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Windham Capital Management, LLC | 3 | 1 | 0.06% | 0.88% | 1.77% | Q4 2016 | Q3 2023 | 6 |
AGF INVESTMENTS INC. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q2 2017 | 6 |
Cetera Investment Advisers | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
ACG Wealth | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q2 2018 | 6 |
New Millennium Group LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 1.18% | 1.68% | 2.06% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.23% | 0.32% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Curi Wealth Management, LLC | 6 | 6 | 0.05% | 1.01% | 1.39% | Q4 2020 | Q1 2022 | 6 |
Blue Sky Asset Management, LLC | 4 | 2 | 0.44% | 0.53% | 0.60% | Q1 2017 | Q3 2018 | 6 |
Blue Edge Capital, LLC | 6 | 6 | 0.53% | 0.56% | 0.57% | Q1 2017 | Q2 2018 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.94% | 1.22% | 1.58% | Q2 2022 | Q3 2023 | 6 |
Founders Financial Alliance, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Arete Wealth Advisors, LLC | 2 | 1 | 0.02% | 0.05% | 0.09% | Q3 2017 | Q3 2023 | 6 |
FineMark National Bank & Trust | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q2 2015 | 6 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.07% | 0.37% | Q1 2016 | Q3 2023 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 6 |
C M BIDWELL & ASSOCIATES LTD | 6 | 6 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q4 2020 | 6 |
Exchange Capital Management, Inc. | 6 | 6 | 0.00% | 0.10% | 0.31% | Q2 2013 | Q3 2014 | 6 |
CENTRAL TRUST Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Venturi Wealth Management, LLC | 4 | 2 | 0.00% | 0.07% | 0.13% | Q4 2021 | Q2 2023 | 6 |
GFS Advisors, LLC | 5 | 1 | 0.05% | 0.14% | 0.19% | Q2 2021 | Q1 2023 | 6 |
RUSSELL FRANK CO/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
UMB Bank, n.a. | 4 | 2 | 0.00% | 0.20% | 0.34% | Q4 2017 | Q4 2022 | 6 |
BlueCrest Capital Management Ltd | 4 | 2 | 0.01% | 0.12% | 0.32% | Q1 2021 | Q2 2023 | 6 |
American Financial Network Advisory Services LLC | 6 | 6 | 0.13% | 0.15% | 0.16% | Q3 2017 | Q4 2018 | 6 |
TCF National Bank | 3 | 3 | 0.06% | 0.07% | 0.09% | Q3 2019 | Q1 2021 | 6 |
MONETA GROUP INVESTMENT ADVISORS LLC | 6 | 6 | 0.02% | 0.13% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Clarus Wealth Advisors | 3 | 1 | 0.14% | 0.16% | 0.20% | Q2 2019 | Q3 2021 | 6 |
Homrich & Berg | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2021 | 6 |
Employees' Retirement Fund of the City of Fort Worth | 6 | 6 | 0.40% | 0.73% | 1.37% | Q2 2022 | Q3 2023 | 6 |
SAGE FINANCIAL GROUP INC | 6 | 6 | 0.06% | 0.71% | 1.70% | Q2 2022 | Q3 2023 | 6 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 6 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 5 | 1 | 0.02% | 0.19% | 0.39% | Q2 2015 | Q4 2022 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Hoxton Financial, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 5 | 5 | 0.02% | 0.08% | 0.15% | Q1 2018 | Q1 2019 | 5 |
BDO Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Baker Avenue Asset Management, LP | 5 | 5 | 0.15% | 0.23% | 0.29% | Q3 2022 | Q3 2023 | 5 |
CULLEN/FROST BANKERS, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 5 |
CIBC Private Wealth Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.10% | 0.17% | 0.46% | Q4 2020 | Q3 2023 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Logan Stone Capital, LLC | 2 | 1 | 0.11% | 0.54% | 1.27% | Q4 2021 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 5 |
Lloyd Advisory Services, LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Brio Consultants, LLC | 5 | 5 | 0.16% | 0.19% | 0.20% | Q3 2022 | Q3 2023 | 5 |
PITCAIRN CO | 2 | 1 | 0.06% | 0.38% | 1.60% | Q4 2015 | Q4 2019 | 5 |
FIFTH THIRD SECURITIES, INC. | 5 | 5 | 0.43% | 0.93% | 1.44% | Q2 2022 | Q2 2023 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.08% | 0.19% | 0.26% | Q2 2013 | Q2 2014 | 5 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.35% | 1.12% | Q4 2014 | Q4 2017 | 5 |
APPLETON PARTNERS INC/MA | 5 | 5 | 0.05% | 0.05% | 0.06% | Q1 2017 | Q1 2018 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Wealth Alliance | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Patten Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
PRINCIPAL FINANCIAL GROUP INC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q4 2017 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
InterOcean Capital, LLC | 5 | 5 | 0.08% | 0.08% | 0.10% | Q4 2015 | Q4 2016 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.19% | 0.32% | 0.39% | Q4 2022 | Q4 2023 | 5 |
LAZARD ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 5 |
GREENLEAF TRUST | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Carnegie Capital Asset Management, LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q2 2014 | 5 |
Claro Advisors LLC | 4 | 4 | 0.13% | 0.13% | 0.14% | Q2 2021 | Q1 2022 | 4 |
Ballew Advisors, Inc | 4 | 4 | 0.16% | 0.21% | 0.27% | Q4 2017 | Q3 2018 | 4 |
MONECO Advisors, LLC | 4 | 4 | 0.13% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Joseph P. Lucia & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Cypress Wealth Services, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
HIGHLAND ASSOCIATES INC | 4 | 4 | 4.38% | 4.59% | 4.88% | Q3 2018 | Q2 2019 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.27% | 0.44% | Q1 2016 | Q4 2019 | 4 |
Beck Bode, LLC | 4 | 4 | 0.06% | 0.19% | 0.26% | Q1 2022 | Q4 2022 | 4 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2018 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2022 | 4 |
Marks Group Wealth Management, Inc | 4 | 4 | 0.08% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Objective Capital Management, LLC | 2 | 2 | 0.15% | 0.18% | 0.21% | Q4 2021 | Q1 2023 | 4 |
American Trust | 4 | 4 | 0.52% | 0.66% | 0.93% | Q4 2021 | Q3 2022 | 4 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q4 2022 | 4 |
Oakworth Capital, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Destiny Wealth Partners, LLC | 4 | 4 | 0.45% | 0.60% | 0.74% | Q4 2022 | Q3 2023 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2020 | 4 |
Sentinus, LLC | 4 | 4 | 0.29% | 0.35% | 0.40% | Q3 2022 | Q2 2023 | 4 |
One Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
PFG Advisors | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q4 2019 | 4 |
Heartland Bank & Trust Co | 4 | 4 | 4.80% | 5.08% | 5.60% | Q4 2022 | Q3 2023 | 4 |
Pictet North America Advisors SA | 4 | 4 | 0.11% | 0.21% | 0.27% | Q4 2022 | Q3 2023 | 4 |
PICTET ASSET MANAGEMENT LTD | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2021 | 4 |
Capital Bank & Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Hirtle Callaghan & Co LLC | 3 | 1 | 0.04% | 0.17% | 0.55% | Q1 2015 | Q3 2016 | 4 |
TCWP LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q2 2023 | 4 |
Bryant Woods Investment Advisors, LLC | 4 | 4 | 0.16% | 0.43% | 0.80% | Q4 2022 | Q3 2023 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.12% | 0.61% | 0.84% | Q4 2014 | Q3 2015 | 4 |
GPS Wealth Strategies Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.23% | 0.34% | 0.64% | Q4 2018 | Q3 2023 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.00% | 0.15% | 0.48% | Q2 2017 | Q1 2018 | 4 |
Alexandria Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
BG Investment Services, Inc. | 4 | 4 | 2.23% | 2.32% | 2.44% | Q1 2022 | Q4 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.04% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
PFS INVESTMENTS INC. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q2 2023 | 4 |
BRIGHTON JONES LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Financial Partners Group, Inc | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
RiverFront Investment Group, LLC | 4 | 4 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q3 2022 | 4 |
All Season Financial Advisors, Inc. | 2 | 2 | 0.42% | 0.53% | 0.74% | Q1 2022 | Q2 2023 | 4 |
Key FInancial Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
DUBUQUE BANK & TRUST CO | 3 | 1 | 0.00% | 0.50% | 0.69% | Q2 2016 | Q3 2023 | 4 |
Quent Capital, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Mangham Associates,LLC | 4 | 4 | 0.13% | 0.15% | 0.18% | Q2 2022 | Q1 2023 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.94% | 2.49% | 3.12% | Q1 2019 | Q4 2019 | 4 |
Horizon Investments, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2019 | Q3 2020 | 4 |
Community Bank, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Hoxton Planning & Management, LLC | 3 | 3 | 0.24% | 0.46% | 0.79% | Q1 2023 | Q3 2023 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.03% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
RHUMBLINE ADVISERS | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Tranquility Partners, LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q4 2020 | Q2 2021 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.24% | 0.39% | 0.51% | Q4 2017 | Q2 2018 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Altus Wealth Group LLC | 3 | 3 | 0.54% | 0.57% | 0.61% | Q4 2022 | Q2 2023 | 3 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
Regis Acquisition Inc. | 3 | 3 | 0.38% | 0.42% | 0.45% | Q1 2023 | Q3 2023 | 3 |
MARSHALL WACE, LLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2018 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 3 |
Financial & Tax Architects, LLC | 3 | 3 | 0.12% | 0.18% | 0.29% | Q1 2022 | Q3 2022 | 3 |
Mayflower Financial Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
First Capital Advisors Group, LLC. | 3 | 3 | 0.00% | 0.61% | 0.98% | Q4 2022 | Q2 2023 | 3 |
United Bank | 3 | 3 | 1.62% | 2.20% | 2.61% | Q3 2019 | Q1 2020 | 3 |
DIMENSION CAPITAL MANAGEMENT LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q1 2022 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 3 |
Verdence Capital Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2021 | 3 |
Mariner Wealth Advisors-Madison, LLC | 3 | 3 | 8.14% | 8.28% | 8.48% | Q1 2013 | Q3 2013 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.39% | 0.63% | Q3 2017 | Q2 2020 | 3 |
Bruderman Asset Management, LLC | 3 | 3 | 0.12% | 0.65% | 0.97% | Q3 2019 | Q1 2020 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.00% | 0.04% | 0.08% | Q1 2014 | Q3 2014 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q3 2020 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
COOKSON PEIRCE & CO INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
ING GROEP NV | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q3 2013 | 3 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
BlackRock Fund Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 1.21% | 1.22% | 1.25% | Q1 2017 | Q3 2017 | 3 |
Advisor Resource Council | 1 | 1 | 0.09% | 0.10% | 0.12% | Q2 2021 | Q2 2022 | 3 |
HT Partners LLC | 3 | 3 | 0.25% | 0.98% | 1.48% | Q4 2014 | Q2 2015 | 3 |
Tevis Investment Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
VOYA INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
ALLSTATE CORP | 3 | 3 | 1.16% | 1.21% | 1.29% | Q2 2013 | Q4 2013 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.08% | 0.13% | Q3 2015 | Q3 2020 | 3 |
Trust Co | 3 | 3 | 0.01% | 0.15% | 0.34% | Q1 2015 | Q3 2015 | 3 |
Csenge Advisory Group | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 1.17% | 2.15% | 2.69% | Q4 2021 | Q2 2022 | 3 |
SAYBROOK CAPITAL /NC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q2 2022 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.26% | 0.35% | 0.46% | Q1 2022 | Q3 2022 | 3 |
VitalStone Financial, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
SYM FINANCIAL Corp | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.36% | 0.36% | 0.37% | Q4 2022 | Q1 2023 | 2 |
COLUMBIA CAPITAL LLC | 2 | 2 | 3.52% | 3.60% | 3.67% | Q2 2013 | Q3 2013 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
STEPH & CO | 2 | 2 | 1.12% | 1.26% | 1.40% | Q4 2019 | Q1 2020 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
PAX Financial Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.12% | 0.14% | 0.17% | Q1 2022 | Q2 2022 | 2 |
Friedenthal Financial | 2 | 2 | 0.32% | 0.33% | 0.34% | Q1 2019 | Q2 2019 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2014 | Q3 2014 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
WESBANCO BANK INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 2 | 2 | 0.60% | 0.62% | 0.64% | Q2 2023 | Q3 2023 | 2 |
Maryland State Retirement & Pension System | 2 | 2 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q2 2023 | 2 |
ATLAS CAPITAL ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q3 2016 | Q2 2017 | 2 |
55I, LLC | 1 | 1 | 0.03% | 0.07% | 0.12% | Q3 2020 | Q3 2022 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.39% | 0.90% | 1.42% | Q3 2017 | Q4 2017 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
THOMPSON SIEGEL & WALMSLEY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
VICUS CAPITAL | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q2 2017 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
IFG Advisory, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q1 2020 | 2 |
Ascent Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Magnus Financial Group LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2019 | Q1 2020 | 2 |
Nuveen Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Tacita Capital Inc | 2 | 2 | 1.16% | 1.44% | 1.73% | Q4 2020 | Q1 2021 | 2 |
Savior LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Kowal Investment Group, LLC | 2 | 2 | 0.15% | 0.19% | 0.22% | Q2 2023 | Q3 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q1 2020 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2021 | Q4 2021 | 2 |
ROBERTSON STEPHENS ADVISORS LLC | 2 | 2 | 0.12% | 0.18% | 0.24% | Q4 2016 | Q1 2017 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Whitnell & Co. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2019 | Q4 2019 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2018 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.14% | 0.28% | Q2 2015 | Q3 2015 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
TD Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.35% | 0.36% | 0.36% | Q4 2019 | Q1 2020 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.14% | 0.29% | Q3 2014 | Q3 2015 | 2 |
Verition Fund Management LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q2 2015 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Arden Trust Co | 1 | 1 | 0.18% | 0.58% | 0.97% | Q2 2022 | Q4 2022 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Soros Fund Management | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q1 2014 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Brendel Financial Advisors LLC | 1 | 1 | 0.00% | 0.24% | 0.47% | Q4 2020 | Q2 2021 | 2 |
Global Trust Asset Management, LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q3 2021 | 2 |
Farmers National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Auour Investments LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
ClearBridge Investments Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
GILL CAPITAL PARTNERS, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2018 | Q4 2018 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Linscomb & Williams, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
COMMERCE BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
PINNACLE ASSOCIATES LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ellevest, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2016 | Q3 2016 | 1 |
CIBC BANK USA | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2016 | Q4 2016 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ASHFORD CAPITAL MANAGEMENT INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2018 | Q2 2018 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2016 | Q3 2016 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2015 | Q4 2015 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Jordan Park Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
PICTET ASSET MANAGEMENT SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Integrated Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Sea Otter Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Hennion & Walsh Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Newport Capital Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2021 | Q2 2021 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
STATE STREET CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Berkshire Bank | 1 | 1 | 1.33% | 1.33% | 1.33% | Q3 2020 | Q3 2020 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Grove Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Fund Evaluation Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
StoneX Group Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ruedi Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2020 | Q3 2020 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2018 | Q4 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Claret Asset Management Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Legacy Private Trust Co. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q3 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
BAR HARBOR WEALTH MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
HAP Trading, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Clean Yield Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
Boltwood Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2023 | Q4 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CMC Financial Group | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2022 | Q1 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
LEVITT CAPITAL MANAGEMENT LLC | 1 | 1 | 2.82% | 2.82% | 2.82% | Q2 2014 | Q2 2014 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Varma Mutual Pension Insurance Co | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.