Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 86 |
Citadel Advisors | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 63 |
BARCLAYS PLC | 26 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 52 |
GOLDMAN SACHS GROUP INC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 43 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.03% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PINNACLE FINANCIAL PARTNERS INC | 42 | 42 | 0.00% | 0.20% | 0.57% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
North Star Investment Management Corp. | 42 | 42 | 0.05% | 0.32% | 0.75% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MARTIN & CO INC /TN/ | 42 | 42 | 0.58% | 1.48% | 2.70% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
First Horizon Advisors, Inc. | 41 | 41 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 40 | 40 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q3 2023 | 40 |
OLD SECOND NATIONAL BANK OF AURORA | 40 | 40 | 0.01% | 0.91% | 1.62% | Q2 2013 | Q1 2023 | 40 |
PETTYJOHN, WOOD & WHITE, INC | 40 | 40 | 0.05% | 0.14% | 0.21% | Q2 2013 | Q1 2023 | 40 |
HighTower Advisors, LLC | 27 | 12 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 39 |
CITIGROUP INC | 39 | 39 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 39 |
ARROW FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 24 | 14 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 38 |
BTR CAPITAL MANAGEMENT INC | 38 | 38 | 0.26% | 1.08% | 1.87% | Q2 2013 | Q3 2022 | 38 |
BANK OF MONTREAL /CAN/ | 35 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 37 |
Cutler Group LLC / CA | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 37 |
AMERIPRISE FINANCIAL INC | 32 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 37 |
Janney Montgomery Scott LLC | 28 | 9 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 32 | 3 | 0.00% | 0.04% | 0.31% | Q3 2014 | Q3 2023 | 35 |
RAYMOND JAMES & ASSOCIATES | 33 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
AlphaMark Advisors, LLC | 35 | 35 | 0.03% | 0.23% | 0.40% | Q1 2015 | Q3 2023 | 35 |
Creative Planning | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
Carroll Financial Associates, Inc. | 28 | 5 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2021 | 33 |
Private Advisor Group, LLC | 18 | 4 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2022 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 3 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
Tower Research Capital LLC (TRC) | 12 | 2 | 0.00% | 0.05% | 0.16% | Q3 2015 | Q3 2023 | 30 |
SYNOVUS FINANCIAL CORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 29 |
DONALDSON CAPITAL MANAGEMENT, LLC | 29 | 29 | 0.02% | 0.63% | 2.62% | Q3 2012 | Q3 2019 | 29 |
NEXT Financial Group, Inc | 16 | 13 | 0.01% | 0.20% | 0.61% | Q3 2014 | Q4 2021 | 29 |
Joel Isaacson & Co., LLC | 29 | 29 | 0.05% | 0.10% | 0.14% | Q1 2016 | Q1 2023 | 29 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 3 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 29 |
First Allied Advisory Services, Inc. | 27 | 2 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2020 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 28 |
Cetera Advisors LLC | 14 | 1 | 0.01% | 0.06% | 0.15% | Q2 2014 | Q3 2023 | 27 |
CREDIT SUISSE AG/ | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 27 |
CWM, LLC | 19 | 8 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q3 2023 | 27 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
WOODMONT INVESTMENT COUNSEL LLC | 17 | 9 | 0.02% | 0.10% | 0.22% | Q1 2016 | Q4 2022 | 26 |
Advisory Services Network, LLC | 10 | 3 | 0.00% | 0.11% | 0.33% | Q1 2014 | Q2 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 25 |
Patriot Financial Group Insurance Agency, LLC | 25 | 25 | 0.03% | 0.11% | 0.30% | Q4 2016 | Q4 2022 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 17 | 7 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 24 |
JPMORGAN CHASE & CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 24 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 14 | 1 | 0.03% | 0.11% | 0.21% | Q2 2014 | Q3 2022 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 23 |
AdvisorNet Financial, Inc | 18 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
CIBC WORLD MARKET INC. | 9 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 22 |
Geneos Wealth Management Inc. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2021 | 21 |
FMR LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
SCOTIA CAPITAL INC. | 15 | 5 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2022 | 20 |
FIRST MANHATTAN CO. LLC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2019 | 20 |
Ballew Advisors, Inc | 11 | 9 | 0.20% | 0.31% | 0.47% | Q4 2017 | Q4 2022 | 20 |
HUNTINGTON NATIONAL BANK | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q1 2023 | 20 |
Family Firm, Inc. | 20 | 20 | 0.09% | 0.23% | 0.33% | Q4 2018 | Q3 2023 | 20 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 17 | 3 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q4 2022 | 20 |
NEVILLE RODIE & SHAW INC | 13 | 7 | 0.02% | 0.06% | 0.24% | Q4 2018 | Q4 2023 | 20 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 13 | 6 | 0.00% | 0.05% | 0.35% | Q4 2018 | Q3 2023 | 19 |
MML INVESTORS SERVICES, LLC | 11 | 8 | 0.00% | 0.04% | 0.09% | Q2 2017 | Q4 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
LeJeune Puetz Investment Counsel LLC | 14 | 4 | 0.04% | 0.15% | 0.24% | Q4 2016 | Q4 2021 | 18 |
Capital Investment Advisory Services, LLC | 13 | 5 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2019 | 18 |
Sigma Planning Corp | 9 | 1 | 0.01% | 0.04% | 0.10% | Q2 2015 | Q4 2022 | 18 |
TRUIST FINANCIAL CORP | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 18 |
Commonwealth Equity Services, Inc | 17 | 17 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q3 2017 | 17 |
Evanson Asset Management, LLC | 9 | 8 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q1 2022 | 17 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 17 |
OPPENHEIMER & CO INC | 8 | 2 | 0.01% | 0.07% | 0.15% | Q1 2014 | Q3 2023 | 17 |
American Portfolios Advisors | 9 | 7 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.05% | 0.09% | 0.20% | Q4 2019 | Q3 2023 | 16 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 12 | 4 | 0.00% | 0.07% | 0.22% | Q1 2019 | Q1 2023 | 16 |
Cetera Advisor Networks LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 15 |
Patten Group, Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 15 |
First PREMIER Bank | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Formidable Asset Management, LLC | 11 | 1 | 0.01% | 0.02% | 0.08% | Q3 2013 | Q1 2022 | 15 |
Independence Bank of Kentucky | 15 | 15 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2021 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q4 2016 | 15 |
SUNTRUST BANKS INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MinichMacGregor Wealth Management, LLC | 8 | 1 | 0.00% | 3.14% | 4.02% | Q4 2016 | Q4 2022 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 14 |
Global Trust Asset Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 14 |
SPC Financial, Inc. | 7 | 7 | 0.03% | 2.29% | 2.96% | Q1 2017 | Q3 2022 | 14 |
Stratos Wealth Partners, LTD. | 13 | 1 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q4 2019 | 14 |
BANQUE PICTET & CIE SA | 14 | 14 | 0.01% | 0.13% | 0.53% | Q3 2014 | Q4 2017 | 14 |
QUADRANT CAPITAL GROUP LLC | 11 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2023 | 14 |
DAVENPORT & Co LLC | 8 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2022 | 13 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.07% | 0.43% | Q2 2015 | Q3 2022 | 13 |
St. Johns Investment Management Company, LLC | 13 | 13 | 0.00% | 0.17% | 0.75% | Q1 2014 | Q1 2017 | 13 |
CARRET ASSET MANAGEMENT, LLC | 12 | 12 | 0.13% | 0.18% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Chicago Partners Investment Group LLC | 9 | 3 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q4 2022 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 10 | 2 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q2 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Advisors Preferred, LLC | 4 | 1 | 0.01% | 0.18% | 1.16% | Q4 2013 | Q2 2018 | 12 |
Hefren-Tillotson, Inc. | 12 | 12 | 0.02% | 0.03% | 0.06% | Q3 2015 | Q2 2018 | 12 |
New Century Advisors, LLC | 9 | 3 | 4.03% | 5.17% | 7.56% | Q4 2013 | Q4 2016 | 12 |
VSR Financial Services, Inc. | 12 | 12 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q1 2016 | 12 |
Founders Financial Alliance, LLC | 11 | 11 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Aft, Forsyth & Sober, LLC | 11 | 11 | 0.56% | 0.82% | 0.93% | Q1 2021 | Q3 2023 | 11 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2018 | 11 |
WFG Advisors, LP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 11 |
Cetera Investment Advisers | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Spire Wealth Management | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
BARING ASSET MANAGEMENT Ltd | 10 | 10 | 0.03% | 0.87% | 3.63% | Q2 2015 | Q3 2017 | 10 |
Ironwood Financial, llc | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 10 |
LEVEL FOUR ADVISORY SERVICES, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q2 2019 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.03% | Q2 2021 | Q3 2023 | 10 |
BANK OF NOVA SCOTIA | 5 | 5 | 0.09% | 0.26% | 0.48% | Q1 2013 | Q4 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Investors Capital Advisory Services | 9 | 9 | 0.15% | 0.18% | 0.23% | Q2 2013 | Q2 2015 | 9 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 9 | 9 | 0.17% | 0.23% | 0.32% | Q4 2016 | Q4 2018 | 9 |
MARCO INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q1 2022 | 9 |
Snowden Capital Advisors LLC | 7 | 1 | 0.01% | 0.05% | 0.31% | Q4 2016 | Q2 2023 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
COOKSON PEIRCE & CO INC | 5 | 4 | 0.02% | 0.14% | 0.24% | Q4 2013 | Q1 2022 | 9 |
BBVA USA Bancshares, Inc. | 9 | 9 | 0.02% | 0.09% | 0.16% | Q4 2013 | Q4 2015 | 9 |
TSFG, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
CENTAURUS FINANCIAL, INC. | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 9 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 9 |
Regal Investment Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2018 | 9 |
BESSEMER GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.09% | 0.22% | 0.34% | Q4 2021 | Q3 2023 | 8 |
HOWARD CAPITAL MANAGEMENT | 8 | 8 | 2.08% | 2.24% | 2.40% | Q2 2017 | Q1 2019 | 8 |
USCA RIA LLC | 8 | 8 | 0.08% | 0.11% | 0.17% | Q4 2016 | Q3 2018 | 8 |
Ausdal Financial Partners, Inc. | 7 | 1 | 0.01% | 0.08% | 0.10% | Q4 2015 | Q3 2018 | 8 |
ALBION FINANCIAL GROUP /UT | 8 | 8 | 0.39% | 0.45% | 0.51% | Q3 2013 | Q2 2015 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SALZHAUER MICHAEL | 7 | 1 | 0.08% | 0.09% | 0.10% | Q1 2017 | Q4 2019 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 8 |
Asset Dedication, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 8 |
Frontier Wealth Management LLC | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2016 | Q3 2018 | 8 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2022 | 8 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.25% | 1.03% | Q1 2015 | Q2 2023 | 8 |
Bank Pictet & Cie (Europe) AG | 8 | 8 | 0.46% | 0.87% | 3.20% | Q3 2014 | Q2 2016 | 8 |
COMERICA SECURITIES INC | 7 | 1 | 0.09% | 0.22% | 0.34% | Q4 2013 | Q4 2016 | 8 |
Key FInancial Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Psagot Value Holdings Ltd. | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2017 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
AE Wealth Management LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 7 |
Ancora Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 7 | 7 | 0.18% | 0.19% | 0.21% | Q1 2017 | Q3 2018 | 7 |
BECK CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.29% | 0.36% | 0.44% | Q4 2013 | Q2 2015 | 7 |
DUBUQUE BANK & TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
Teamwork Financial Advisors, LLC | 6 | 1 | 0.24% | 0.35% | 0.39% | Q2 2020 | Q1 2022 | 7 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SII INVESTMENTS INC/WI | 7 | 7 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q4 2017 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
City State Bank | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Viewpoint Capital Management LLC | 6 | 1 | 0.22% | 0.33% | 0.38% | Q4 2021 | Q3 2023 | 7 |
Virtu Financial LLC | 2 | 1 | 0.03% | 0.07% | 0.11% | Q3 2013 | Q2 2019 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q2 2018 | 7 |
Fiduciary Trust Co International of Pennsylvania | 3 | 2 | 0.01% | 0.13% | 0.30% | Q4 2016 | Q3 2019 | 7 |
MONETARY MANAGEMENT GROUP INC | 7 | 7 | 0.03% | 0.13% | 0.17% | Q3 2014 | Q1 2016 | 7 |
COTTONWOOD CAPITAL ADVISORS, LLC | 6 | 6 | 1.85% | 2.95% | 3.73% | Q4 2021 | Q1 2023 | 6 |
LOGAN CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2017 | 6 |
Fortis Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q4 2018 | 6 |
TD Waterhouse Canada Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
JACOBS & CO/CA | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q3 2018 | 6 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.11% | 0.19% | 0.25% | Q2 2020 | Q1 2022 | 6 |
FIRST MIDWEST BANK TRUST DIVISION | 6 | 6 | 0.05% | 0.09% | 0.14% | Q1 2014 | Q2 2015 | 6 |
EP Wealth Advisors, LLC | 6 | 6 | 0.05% | 0.12% | 0.23% | Q2 2017 | Q3 2018 | 6 |
M Holdings Securities, Inc. | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2017 | Q3 2018 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BB&T SECURITIES, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2019 | 6 |
Well Done, LLC | 5 | 1 | 0.03% | 0.34% | 0.57% | Q1 2018 | Q1 2022 | 6 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
PRINCETON CAPITAL MANAGEMENT LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q2 2019 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
BARINGS LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 6 |
VESTOR CAPITAL, LLC | 6 | 6 | 0.46% | 0.50% | 0.52% | Q1 2017 | Q2 2018 | 6 |
Lehman & Derafelo Financial Resources LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Legacy Wealth Planning, LLC | 5 | 1 | 0.26% | 0.28% | 0.32% | Q4 2019 | Q1 2022 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Arkadios Wealth Advisors | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Western Wealth Management, LLC | 6 | 6 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q2 2023 | 6 |
FLOW TRADERS U.S. LLC | 4 | 2 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q2 2023 | 6 |
DEUTSCHE BANK AG\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2021 | 6 |
Kovack Advisors, Inc. | 3 | 1 | 0.03% | 0.08% | 0.26% | Q1 2017 | Q1 2022 | 6 |
B. Riley Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 6 |
Bartlett & Co. LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 5 |
WESTPORT RESOURCES MANAGEMENT INC | 5 | 5 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Phocas Financial Corp. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Compagnie Lombard Odier SCmA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q1 2021 | 5 |
Cadent Capital Advisors, LLC | 5 | 5 | 1.61% | 1.83% | 2.01% | Q1 2021 | Q1 2022 | 5 |
WESBANCO BANK INC | 5 | 5 | 0.02% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Advanced Asset Management Advisors Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.10% | 0.12% | 0.14% | Q4 2017 | Q4 2018 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
NATIONAL PLANNING CORP | 4 | 1 | 0.00% | 0.03% | 0.04% | Q4 2014 | Q3 2017 | 5 |
Spectrum Management Group, LLC | 5 | 5 | 0.52% | 0.64% | 0.78% | Q1 2021 | Q1 2022 | 5 |
TD ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
WEALTH EFFECTS LLC | 5 | 5 | 0.12% | 0.12% | 0.14% | Q4 2021 | Q4 2022 | 5 |
Partnervest Advisory Services LLC | 3 | 2 | 0.10% | 0.20% | 0.28% | Q2 2015 | Q2 2017 | 5 |
MONEY CONCEPTS CAPITAL CORP | 4 | 1 | 0.00% | 0.04% | 0.12% | Q1 2022 | Q3 2023 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 0.03% | 0.56% | 2.61% | Q4 2020 | Q3 2023 | 5 |
Waldron Private Wealth LLC | 4 | 1 | 0.05% | 0.07% | 0.12% | Q2 2017 | Q4 2018 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
IFC Holdings Incorporated/FL | 5 | 5 | 0.04% | 0.17% | 0.36% | Q4 2016 | Q4 2017 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 5 |
ROPES WEALTH ADVISORS LLC | 4 | 1 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 5 |
Beacon Pointe Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Kestra Advisory Services, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2022 | 5 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 4 |
V Wealth Advisors LLC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q3 2018 | Q2 2019 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Game Plan Financial Advisors, LLC | 4 | 4 | 0.18% | 0.21% | 0.26% | Q4 2021 | Q3 2022 | 4 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.00% | 0.14% | 0.27% | Q4 2017 | Q3 2019 | 4 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Mariner, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 4 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q1 2017 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Genesee Capital Advisors, LLC | 3 | 1 | 0.36% | 0.40% | 0.50% | Q1 2021 | Q1 2022 | 4 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2017 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.21% | 0.27% | 0.30% | Q1 2018 | Q4 2018 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 4 |
Equitable Holdings, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Sandy Spring Bank | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 4 |
SeaCrest Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 4 |
MUFG Americas Holdings Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Veritable, L.P. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q4 2015 | 4 |
TRUE Private Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Handelsbanken Fonder AB | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 4 |
Koshinski Asset Management, Inc. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q1 2022 | 4 |
Apeiron RIA LLC | 2 | 2 | 0.14% | 0.21% | 0.28% | Q4 2021 | Q4 2022 | 4 |
Walleye Trading LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2017 | 4 |
Elmwood Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
ParenteBeard Wealth Management, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q1 2014 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
TEXAS PERMANENT SCHOOL FUND CORP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.14% | 0.21% | 0.24% | Q1 2014 | Q4 2014 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
First National Bank of South Miami | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q3 2019 | 4 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q1 2020 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 4 |
Harbour Capital Advisors, LLC | 2 | 1 | 0.01% | 0.18% | 0.30% | Q2 2015 | Q1 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.02% | 0.07% | Q2 2014 | Q3 2023 | 3 |
CARDIFF PARK ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
SOA Wealth Advisors, LLC. | 3 | 3 | 0.02% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.01% | 0.06% | 0.14% | Q4 2018 | Q2 2019 | 3 |
Bell Bank | 3 | 3 | 0.84% | 0.96% | 1.02% | Q1 2023 | Q3 2023 | 3 |
IPG Investment Advisors LLC | 3 | 3 | 0.18% | 0.21% | 0.27% | Q2 2015 | Q4 2015 | 3 |
Syntal Capital Partners, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2017 | Q2 2018 | 3 |
Sweet Financial Partners, LLC | 3 | 3 | 0.10% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
AUGUSTINE ASSET MANAGEMENT INC | 3 | 3 | 0.31% | 0.33% | 0.35% | Q1 2023 | Q3 2023 | 3 |
WealthBridge Capital Management, LLC | 2 | 1 | 0.04% | 0.09% | 0.18% | Q4 2018 | Q1 2022 | 3 |
UBS ASSET MANAGEMENT AMERICAS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
ANGELES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Prestige Wealth Management Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Kore Private Wealth LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2019 | 3 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 3 | 3 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q1 2014 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Greytown Advisors Inc. | 3 | 3 | 0.27% | 0.29% | 0.32% | Q4 2016 | Q2 2017 | 3 |
BELLEVUE ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 1.48% | 1.71% | 1.97% | Q4 2016 | Q2 2017 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.08% | 0.12% | 0.18% | Q1 2018 | Q3 2018 | 3 |
IRONWOOD WEALTH MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
High Net Worth Advisory Group LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q2 2023 | Q4 2023 | 3 |
Atria Investments, Inc | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2022 | 3 |
Sunbelt Securities, Inc. | 1 | 1 | 0.01% | 0.04% | 0.11% | Q3 2018 | Q3 2023 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Barry Investment Advisors, LLC | 3 | 3 | 3.21% | 3.34% | 3.58% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 3 |
FIDUCIARY TRUST CO | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 3 |
Sowell Financial Services LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Dentgroup LLC | 3 | 3 | 0.93% | 1.10% | 1.31% | Q2 2023 | Q4 2023 | 3 |
Moors & Cabot, Inc. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q1 2018 | 3 |
Financial Architects, Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2017 | 3 |
MidWestOne Financial Group, Inc. | 3 | 3 | 0.13% | 0.25% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 3 |
Wealth Management Partners, LLC | 3 | 3 | 0.27% | 0.27% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Brookstone Capital Management | 2 | 1 | 0.00% | 0.43% | 1.15% | Q2 2015 | Q4 2016 | 3 |
Northeast Financial Consultants Inc | 3 | 3 | 0.02% | 0.07% | 0.09% | Q2 2022 | Q4 2022 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 4.87% | 5.08% | 5.29% | Q4 2017 | Q2 2018 | 3 |
Aveo Capital Partners, LLC | 3 | 3 | 0.06% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Triumph Capital Management | 3 | 3 | 0.16% | 0.18% | 0.22% | Q1 2023 | Q3 2023 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.10% | 0.14% | 0.19% | Q2 2022 | Q4 2022 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
CAPE COD FIVE CENTS SAVINGS BANK | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
Avitas Wealth Management LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2018 | Q3 2018 | 2 |
Camelot Portfolios, LLC | 1 | 1 | 0.13% | 0.21% | 0.28% | Q1 2017 | Q2 2023 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.20% | 0.23% | 0.25% | Q4 2022 | Q1 2023 | 2 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q1 2022 | 2 |
Stearns Financial Services Group | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
EWG Elevate Inc. | 2 | 2 | 2.15% | 2.67% | 3.19% | Q4 2021 | Q1 2022 | 2 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 2 |
Farmers National Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 1.55% | 2.07% | 2.59% | Q4 2016 | Q1 2017 | 2 |
Hoxton Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 1.75% | 1.78% | 1.81% | Q4 2014 | Q1 2015 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Endurance Wealth Management, Inc. | 2 | 2 | 0.51% | 0.54% | 0.56% | Q1 2023 | Q2 2023 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.07% | 0.13% | Q1 2017 | Q4 2019 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 2 | 0.07% | 0.10% | 0.14% | Q4 2017 | Q1 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.15% | 0.18% | 0.20% | Q1 2021 | Q4 2022 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Richard C. Young & CO., LTD. | 2 | 2 | 3.30% | 3.34% | 3.38% | Q2 2023 | Q3 2023 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 2 |
CX Institutional | 2 | 2 | 0.21% | 0.23% | 0.25% | Q2 2023 | Q3 2023 | 2 |
SAGE FINANCIAL GROUP INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q1 2017 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Legend Financial Advisors, Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 2 | 2 | 1.06% | 1.17% | 1.27% | Q4 2021 | Q1 2022 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.40% | 0.42% | 0.44% | Q4 2021 | Q1 2022 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2023 | 2 |
RMB Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Clearstead Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 2 |
XPONANCE, INC. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2014 | Q4 2014 | 2 |
Vanguard Capital Wealth Advisors | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Quent Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
JNBA Financial Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BARRETT & COMPANY, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
HFG Advisors, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2022 | Q1 2022 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2018 | Q2 2018 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
XR Securities LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2021 | Q1 2021 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q4 2013 | Q4 2013 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2017 | Q1 2017 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2021 | Q1 2021 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Poehling Capital Management, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
WILLIAM HARRIS INVESTORS INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2016 | Q4 2016 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
First Citizens Financial Corp | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
Leucadia National | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2016 | Q2 2016 | 1 |
FLC Capital Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q1 2021 | Q1 2021 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Ifrah Financial Services, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Personal Wealth Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
55I, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Arjuna Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
F3Logic, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2014 | Q1 2014 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
REDMONT WEALTH ADVISORS LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
Americana Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Western Pacific Wealth Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Adams Wealth Management | 1 | 1 | 1.12% | 1.12% | 1.12% | Q1 2023 | Q1 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
COERENTE CAPITAL MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | 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.