Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 57 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 42 |
AlphaMark Advisors, LLC | 41 | 41 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q2 2023 | 41 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.02% | 0.96% | 4.20% | Q4 2013 | Q3 2023 | 40 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 39 | 39 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2022 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 27 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
JANE STREET GROUP, LLC | 12 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 35 |
Freedom Investment Management, Inc. | 35 | 35 | 0.03% | 0.05% | 0.14% | Q1 2013 | Q3 2021 | 35 |
Kistler-Tiffany Companies, LLC | 28 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 29 |
Destination Wealth Management | 29 | 29 | 0.04% | 0.77% | 1.72% | Q1 2013 | Q1 2020 | 29 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2019 | 27 |
Farmers & Merchants Trust Co of Chambersburg PA | 26 | 1 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q3 2023 | 27 |
JPMORGAN CHASE & CO | 15 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 25 |
Raymond James Financial Services Advisors, Inc. | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 25 |
Slow Capital, Inc. | 24 | 24 | 0.09% | 0.13% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Perigon Wealth Management, LLC | 12 | 1 | 0.00% | 0.04% | 0.11% | Q3 2011 | Q3 2023 | 24 |
BANK OF MONTREAL /CAN/ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 11 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2022 | 24 |
RAYMOND JAMES & ASSOCIATES | 13 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 23 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2020 | 22 |
Pathway Financial Advisors LLC | 14 | 8 | 1.96% | 3.45% | 4.72% | Q4 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 21 |
AMERIPRISE FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 20 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 20 |
First Allied Advisory Services, Inc. | 9 | 1 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2020 | 20 |
Morningstar Investment Services LLC | 20 | 20 | 0.06% | 0.15% | 0.22% | Q1 2015 | Q4 2019 | 20 |
McIlrath & Eck, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
NTV ASSET MANAGEMENT LLC | 10 | 10 | 0.08% | 0.15% | 0.41% | Q2 2013 | Q4 2019 | 20 |
Creative Planning | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2021 | 19 |
SCOTIA CAPITAL INC. | 12 | 1 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q2 2018 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Fisher Asset Management, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
FMR LLC | 11 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Brookstone Capital Management | 11 | 2 | 0.01% | 0.11% | 0.33% | Q1 2015 | Q4 2019 | 17 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 3 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q2 2023 | 16 |
Commonwealth Equity Services, Inc | 10 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2017 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 16 |
Faithward Advisors, LLC | 11 | 5 | 0.04% | 0.08% | 0.16% | Q3 2019 | Q3 2023 | 16 |
TD Capital Management LLC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 16 |
BESSEMER GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.03% | Q4 2016 | Q3 2023 | 16 |
SG Americas Securities, LLC | 12 | 4 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q2 2017 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Rockefeller Capital Management L.P. | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 15 |
Newfound Research LLC | 10 | 1 | 2.34% | 4.42% | 9.07% | Q1 2016 | Q2 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
SIGNATUREFD, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 15 |
BEAM WEALTH ADVISORS, INC. | 15 | 15 | 0.22% | 0.92% | 1.55% | Q1 2020 | Q3 2023 | 15 |
Versant Capital Management, Inc | 15 | 15 | 0.23% | 0.25% | 0.30% | Q4 2015 | Q2 2019 | 15 |
Smith, Salley & Associates | 9 | 6 | 0.04% | 0.11% | 0.25% | Q2 2013 | Q4 2017 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
WRAPMANAGER INC | 11 | 4 | 0.07% | 0.42% | 0.76% | Q1 2016 | Q4 2019 | 15 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2020 | 14 |
BLAIR WILLIAM & CO/IL | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Geneos Wealth Management Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 14 |
US BANCORP \DE\ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
Cambria Investment Management, L.P. | 8 | 1 | 0.62% | 1.16% | 2.42% | Q3 2016 | Q1 2023 | 14 |
TSFG, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 14 |
RPG Investment Advisory, LLC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2021 | 14 |
CITIGROUP INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 14 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q2 2023 | 13 |
MML INVESTORS SERVICES, LLC | 11 | 2 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 13 |
Wealth Advisors of Tampa Bay, LLC | 13 | 13 | 0.15% | 0.72% | 1.12% | Q3 2020 | Q3 2023 | 13 |
ADELL HARRIMAN & CARPENTER INC | 9 | 4 | 0.04% | 0.11% | 0.20% | Q2 2013 | Q4 2019 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.09% | 0.10% | 0.11% | Q3 2020 | Q3 2023 | 13 |
NATIONAL PLANNING CORP | 8 | 1 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2017 | 13 |
PICTET BANK & TRUST Ltd | 13 | 13 | 0.18% | 0.24% | 0.31% | Q4 2013 | Q4 2016 | 13 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Affiance Financial, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
KANALY TRUST CO | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Blue Edge Capital, LLC | 6 | 6 | 0.30% | 0.67% | 0.87% | Q4 2015 | Q1 2022 | 12 |
Column Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Millburn Ridgefield Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
LAZARD ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q1 2019 | 12 |
Sunflower Bank, N.A. | 12 | 12 | 0.12% | 0.36% | 0.69% | Q4 2020 | Q3 2023 | 12 |
Baird Financial Group, Inc. | 8 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Edelman Financial Services, LLC | 11 | 11 | 0.01% | 0.59% | 0.72% | Q2 2013 | Q4 2015 | 11 |
GREENLEAF TRUST | 11 | 11 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q4 2019 | 11 |
InterOcean Capital, LLC | 11 | 11 | 0.06% | 0.10% | 0.13% | Q3 2017 | Q1 2020 | 11 |
First Heartland Consultants, Inc. | 9 | 2 | 0.16% | 0.42% | 0.63% | Q2 2013 | Q2 2022 | 11 |
Richard Bernstein Advisors LLC | 11 | 11 | 0.00% | 1.20% | 2.09% | Q2 2020 | Q4 2022 | 11 |
B. Riley Financial, Inc. | 11 | 11 | 0.09% | 0.13% | 0.20% | Q1 2016 | Q3 2018 | 11 |
North Star Investment Management Corp. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
HUNTINGTON NATIONAL BANK | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2023 | 10 |
Capital Investment Advisory Services, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Savior LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.28% | 0.33% | 0.36% | Q1 2021 | Q3 2023 | 10 |
Mutual Advisors, LLC | 8 | 1 | 0.05% | 0.10% | 0.22% | Q4 2019 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Regal Investment Advisors LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 9 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2017 | 9 |
Mirae Asset Global Investments Co., Ltd. | 6 | 3 | 0.00% | 0.18% | 0.64% | Q4 2008 | Q2 2018 | 9 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Bellwether Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
DENVER INVESTMENT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Sandy Spring Bank | 8 | 8 | 0.01% | 0.04% | 0.10% | Q4 2013 | Q3 2015 | 8 |
Migdal Insurance & Financial Holdings Ltd. | 8 | 8 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q1 2023 | 8 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2022 | 8 |
SINECERA CAPITAL, LLC | 8 | 8 | 3.73% | 4.35% | 4.93% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Pinnacle Family Advisors, LLC | 8 | 8 | 0.36% | 0.53% | 0.87% | Q4 2016 | Q3 2018 | 8 |
MYCIO WEALTH PARTNERS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
SVB WEALTH LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 8 |
OLD MISSION CAPITAL LLC | 6 | 2 | 0.01% | 0.09% | 0.33% | Q2 2016 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q4 2022 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
ASSETMARK, INC | 6 | 2 | 0.00% | 0.15% | 0.88% | Q2 2019 | Q3 2021 | 8 |
ProVise Management Group, LLC | 8 | 8 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q1 2015 | 8 |
Stratos Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2023 | 8 |
AMP Capital Investors Ltd | 4 | 1 | 0.00% | 0.08% | 0.17% | Q2 2013 | Q2 2018 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Steward Partners Investment Advisory, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
20/20 Capital Management, Inc. | 7 | 7 | 0.13% | 0.16% | 0.20% | Q4 2019 | Q2 2021 | 7 |
NewSquare Capital LLC | 7 | 7 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
WHITTIER TRUST CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 7 |
HighTower Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 7 |
Dynamic Advisor Solutions LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
FDx Advisors, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Prospera Financial Services Inc | 6 | 1 | 0.05% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 7 |
Veritable, L.P. | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.23% | 0.28% | 0.32% | Q4 2021 | Q3 2023 | 7 |
COOKSON PEIRCE & CO INC | 7 | 7 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q2 2022 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 7 |
Financial Advocates Investment Management | 5 | 2 | 0.02% | 0.06% | 0.16% | Q2 2020 | Q1 2022 | 7 |
Strategic Advisors LLC | 7 | 7 | 0.13% | 0.17% | 0.25% | Q1 2021 | Q3 2022 | 7 |
Maryland Capital Management | 5 | 2 | 0.08% | 0.11% | 0.12% | Q3 2020 | Q3 2022 | 7 |
FIL Ltd | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 7 |
TEXAS TREASURY SAFEKEEPING TRUST CO | 7 | 7 | 7.42% | 10.33% | 11.72% | Q1 2013 | Q3 2014 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2019 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
COMERICA BANK | 6 | 1 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 7 |
American Portfolios Advisors | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
AdvisorNet Financial, Inc | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2022 | 7 |
Capital Asset Advisory Services LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 7 |
Apriem Advisors | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Retirement Planning Group, LLC | 6 | 6 | 0.68% | 0.89% | 1.03% | Q3 2013 | Q4 2014 | 6 |
Venturi Wealth Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2021 | 6 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 6 |
Haverford Trust Co | 5 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 6 |
MUFG Americas Holdings Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2016 | 6 |
COMERICA SECURITIES INC | 5 | 1 | 0.04% | 0.07% | 0.09% | Q3 2016 | Q1 2018 | 6 |
SPRENG CAPITAL MANAGEMENT, INC. | 6 | 6 | 0.15% | 0.18% | 0.21% | Q1 2021 | Q2 2022 | 6 |
D.A. DAVIDSON & CO. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 6 |
BARINGS LLC | 4 | 2 | 0.06% | 0.26% | 0.55% | Q1 2018 | Q2 2021 | 6 |
WOLFF WIESE MAGANA LLC | 6 | 6 | 0.03% | 0.07% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.27% | 0.43% | 0.63% | Q1 2019 | Q3 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Penserra Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
FineMark National Bank & Trust | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
PATRON PARTNERS, LLC | 6 | 6 | 0.16% | 0.32% | 0.40% | Q4 2020 | Q1 2022 | 6 |
Exchange Capital Management, Inc. | 6 | 6 | 0.00% | 0.09% | 0.28% | Q2 2013 | Q3 2014 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 6 | 6 | 0.06% | 0.13% | 0.24% | Q4 2020 | Q1 2022 | 6 |
Parallel Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 6 |
QUANTUM CAPITAL MANAGEMENT | 5 | 1 | 0.00% | 0.04% | 0.09% | Q4 2013 | Q3 2020 | 6 |
TCWP LLC | 6 | 6 | 0.04% | 0.07% | 0.08% | Q4 2021 | Q1 2023 | 6 |
HAP Trading, LLC | 3 | 1 | 0.07% | 0.11% | 0.15% | Q2 2020 | Q3 2022 | 6 |
HSBC HOLDINGS PLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q2 2013 | 6 |
BlackRock Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 6 |
BHF Kleinwort Benson Group S.A. | 5 | 1 | 0.01% | 0.03% | 0.04% | Q2 2014 | Q4 2015 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
COMERICA SECURITIES,INC. | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
First Command Financial Services, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
STIFEL FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 5 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2022 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
First Command Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 5 |
KCS Wealth Advisory | 2 | 1 | 0.05% | 0.08% | 0.10% | Q3 2019 | Q2 2023 | 5 |
Vigilant Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Proficio Capital Partners LLC | 3 | 2 | 0.03% | 0.14% | 0.33% | Q1 2018 | Q3 2023 | 5 |
Joseph P. Lucia & Associates, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
EXANE DERIVATIVES | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 5 |
NEXT Financial Group, Inc | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.09% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Nationwide Fund Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.10% | 0.20% | 0.47% | Q2 2015 | Q2 2021 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.02% | 0.07% | 0.18% | Q3 2014 | Q4 2019 | 4 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Janney Montgomery Scott LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
AGF INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q3 2015 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.02% | 0.04% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.17% | 0.18% | 0.18% | Q4 2017 | Q3 2018 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
NN Investment Partners Holdings N.V. | 4 | 4 | 0.44% | 0.54% | 0.64% | Q3 2017 | Q2 2018 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Lindbrook Capital, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Gladstone Institutional Advisory LLC | 3 | 1 | 0.02% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 4 |
Syntal Capital Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q4 2014 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
ARROW FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Kestra Advisory Services, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Ameritas Investment Partners, Inc. | 4 | 4 | 0.25% | 0.34% | 0.44% | Q3 2013 | Q2 2014 | 4 |
Interchange Capital Partners, LLC | 2 | 2 | 0.25% | 0.34% | 0.43% | Q4 2020 | Q1 2022 | 4 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Barber Financial Group, Inc. | 3 | 1 | 0.11% | 0.18% | 0.22% | Q3 2017 | Q4 2019 | 4 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CX Institutional | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q4 2021 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q2 2022 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
VAN ECK ASSOCIATES CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q2 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
ALLSTATE CORP | 3 | 3 | 0.18% | 0.21% | 0.23% | Q1 2022 | Q3 2022 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2013 | 3 |
GLENMEDE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
XPONANCE, INC. | 3 | 3 | 0.18% | 0.28% | 0.39% | Q3 2016 | Q1 2017 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
VIAWEALTH, LLC | 3 | 3 | 0.16% | 0.21% | 0.29% | Q4 2022 | Q2 2023 | 3 |
Anfield Capital Management, LLC | 2 | 1 | 0.56% | 0.67% | 0.75% | Q4 2020 | Q3 2021 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2020 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Westside Investment Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 3 |
MOTCO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BOENNING & SCATTERGOOD, INC. | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2018 | Q4 2018 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 3 |
EWG Elevate Inc. | 1 | 1 | 1.60% | 1.77% | 1.94% | Q1 2021 | Q3 2021 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Daiwa SB Investments Ltd. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Aveo Capital Partners, LLC | 1 | 1 | 0.88% | 1.10% | 1.31% | Q4 2019 | Q2 2021 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.17% | 0.17% | 0.18% | Q2 2021 | Q4 2021 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Independence Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 1.81% | 1.87% | 1.93% | Q3 2013 | Q4 2013 | 2 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.12% | 0.24% | Q1 1987 | Q3 2021 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2017 | Q4 2017 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2013 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.16% | 0.32% | Q4 2017 | Q2 2018 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
HT Partners LLC | 2 | 2 | 1.02% | 1.21% | 1.41% | Q1 2015 | Q2 2015 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2014 | 2 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 2 |
Allianz Asset Management GmbH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PICTET ASSET MANAGEMENT LTD | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
WEBSTER BANK, N. A. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Placemark Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PICTET ASSET MANAGEMENT SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MBL Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
NORTHSTAR INVESTMENT ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
BARING ASSET MANAGEMENT Ltd | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2014 | Q3 2014 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
DOHJ, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q2 2014 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Alhambra Investment Management LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2020 | Q2 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Csenge Advisory Group | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CONNING INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
SCHRODERS IS Ltd | 1 | 1 | 2.32% | 2.32% | 2.32% | Q1 2021 | Q1 2021 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
F3Logic, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ruggie Capital Group | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2020 | Q3 2020 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2016 | Q4 2016 | 1 |
WHV Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Hernani Holdings LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2020 | Q4 2020 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.