Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 107 |
Citadel Advisors | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 77 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q2 2023 | 57 |
Cutler Group LLC / CA | 13 | 3 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 46 |
GOLDMAN SACHS GROUP INC | 32 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 45 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MARTIN & CO INC /TN/ | 42 | 42 | 0.34% | 0.82% | 1.50% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.03% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Focused Wealth Management, Inc | 41 | 41 | 0.00% | 0.10% | 0.62% | Q3 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 27 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Sandy Spring Bank | 40 | 40 | 0.00% | 0.08% | 0.36% | Q4 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 27 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
HOWE & RUSLING INC | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 27 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
Creative Planning | 12 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 21 | 1 | 0.00% | 0.07% | 0.35% | Q3 2013 | Q3 2023 | 34 |
Private Advisor Group, LLC | 28 | 6 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 34 |
RAYMOND JAMES & ASSOCIATES | 28 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 12 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 32 |
Cambridge Investment Research Advisors, Inc. | 22 | 3 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 32 |
Avior Wealth Management, LLC | 31 | 31 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 31 |
STEPHENS INC /AR/ | 22 | 1 | 0.01% | 0.06% | 0.25% | Q2 2013 | Q3 2023 | 31 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 20 | 11 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 30 | 30 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 22 | 6 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
AXA S.A. | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2019 | 26 |
WEBSTER BANK, N. A. | 16 | 10 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q3 2020 | 26 |
North Star Investment Management Corp. | 21 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2020 | 26 |
BESSEMER GROUP INC | 26 | 26 | 0.00% | 0.00% | 0.05% | Q4 2015 | Q1 2022 | 26 |
BARCLAYS PLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 25 |
GLENMEDE TRUST CO NA | 13 | 2 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Ayalon Insurance Comp Ltd. | 24 | 24 | 0.01% | 0.45% | 2.32% | Q4 2017 | Q3 2023 | 24 |
CREDIT SUISSE AG/ | 11 | 2 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2022 | 24 |
BANK OF MONTREAL /CAN/ | 14 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
WHITTIER TRUST CO | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
STIFEL FINANCIAL CORP | 16 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 23 |
Chesley Taft & Associates LLC | 22 | 22 | 0.03% | 0.09% | 0.19% | Q2 2013 | Q3 2018 | 22 |
MML INVESTORS SERVICES, LLC | 11 | 1 | 0.00% | 0.02% | 0.12% | Q2 2017 | Q3 2023 | 22 |
Winch Advisory Services, LLC | 22 | 22 | 0.02% | 0.47% | 2.89% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
East Coast Asset Management, LLC. | 21 | 21 | 0.05% | 0.23% | 0.44% | Q4 2012 | Q4 2017 | 21 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 20 |
Ancora Advisors LLC | 20 | 20 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 20 |
AlphaMark Advisors, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Kistler-Tiffany Companies, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
Janney Montgomery Scott LLC | 11 | 8 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 19 |
JOHNSON INVESTMENT COUNSEL INC | 15 | 3 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Ironwood Financial, llc | 9 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2021 | 18 |
Veritable, L.P. | 16 | 2 | 0.01% | 0.02% | 0.06% | Q1 2013 | Q3 2017 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.17% | 0.23% | 0.30% | Q2 2013 | Q3 2017 | 18 |
J.P. Morgan Private Wealth Advisors LLC | 17 | 17 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2020 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Parallel Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 17 |
BANQUE PICTET & CIE SA | 14 | 3 | 0.01% | 0.09% | 0.36% | Q4 2013 | Q4 2019 | 17 |
GILL CAPITAL PARTNERS, LLC | 16 | 1 | 0.21% | 0.51% | 1.38% | Q4 2018 | Q4 2023 | 17 |
BLAIR WILLIAM & CO/IL | 9 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 16 |
Ledyard National Bank | 16 | 16 | 0.20% | 0.52% | 0.95% | Q1 2015 | Q4 2018 | 16 |
SG Americas Securities, LLC | 7 | 2 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 16 |
Gradient Investments LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 16 |
BANK OF NOVA SCOTIA | 15 | 1 | 0.01% | 0.05% | 0.29% | Q3 2015 | Q3 2019 | 16 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 10 | 6 | 0.12% | 0.76% | 1.99% | Q2 2013 | Q4 2018 | 16 |
Advisory Services Network, LLC | 7 | 1 | 0.00% | 0.13% | 0.40% | Q3 2015 | Q3 2023 | 16 |
NEXT Financial Group, Inc | 13 | 1 | 0.01% | 0.07% | 0.13% | Q3 2014 | Q2 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Global Trust Asset Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 15 |
Qube Research & Technologies Ltd | 9 | 5 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 14 |
HSBC HOLDINGS PLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2019 | 14 |
GUYASUTA INVESTMENT ADVISORS INC | 8 | 6 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 14 |
Summit Trail Advisors, LLC | 14 | 14 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
HighMark Wealth Management LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.18% | 1.26% | Q2 2015 | Q2 2023 | 14 |
SPC Financial, Inc. | 14 | 14 | 0.05% | 0.96% | 2.52% | Q2 2020 | Q3 2023 | 14 |
D.A. DAVIDSON & CO. | 9 | 5 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 14 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.05% | 0.14% | Q2 2014 | Q2 2017 | 13 |
CARRET ASSET MANAGEMENT, LLC | 13 | 13 | 0.07% | 0.25% | 0.34% | Q3 2020 | Q3 2023 | 13 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 13 | 13 | 0.15% | 0.44% | 1.28% | Q1 2014 | Q1 2017 | 13 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
Independent Family Office, LLC | 12 | 12 | 0.22% | 0.54% | 1.03% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Virtu Financial LLC | 5 | 1 | 0.03% | 0.17% | 0.50% | Q2 2013 | Q2 2019 | 12 |
TRUIST FINANCIAL CORP | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 12 |
CYPRESS ASSET MANAGEMENT INC/TX | 6 | 6 | 0.14% | 0.70% | 1.92% | Q1 2018 | Q2 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 12 |
ALTFEST L J & CO INC | 12 | 12 | 0.07% | 0.42% | 1.08% | Q4 2020 | Q3 2023 | 12 |
HUNTINGTON NATIONAL BANK | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2009 | Q2 2012 | 12 |
GRIMES & COMPANY, INC. | 12 | 12 | 0.10% | 0.16% | 0.21% | Q4 2020 | Q3 2023 | 12 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2018 | 12 |
PITTENGER & ANDERSON INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2017 | 12 |
PRUDENTIAL FINANCIAL INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
Mutual Advisors, LLC | 11 | 11 | 0.03% | 0.10% | 0.22% | Q1 2021 | Q3 2023 | 11 |
INGALLS & SNYDER LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q4 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Advisors Preferred, LLC | 5 | 1 | 0.00% | 0.10% | 0.70% | Q1 2014 | Q4 2022 | 11 |
HighTower Advisors, LLC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 11 |
ALERUS FINANCIAL NA | 10 | 1 | 0.06% | 0.41% | 0.73% | Q2 2016 | Q1 2020 | 11 |
VICUS CAPITAL | 5 | 1 | 0.13% | 0.23% | 0.44% | Q4 2016 | Q4 2022 | 11 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.06% | 0.63% | Q3 2017 | Q1 2023 | 11 |
OPPENHEIMER & CO INC | 5 | 1 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 11 |
Teamwork Financial Advisors, LLC | 11 | 11 | 0.30% | 0.45% | 0.59% | Q1 2021 | Q3 2023 | 11 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
SMITH HAYES Advisers, Inc | 11 | 11 | 0.08% | 0.28% | 0.51% | Q2 2013 | Q4 2015 | 11 |
Certified Advisory Corp | 9 | 1 | 0.01% | 0.07% | 0.13% | Q2 2018 | Q1 2021 | 10 |
Sonora Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2021 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q1 2017 | 10 |
WealthTrust Fairport, LLC | 10 | 10 | 0.21% | 0.36% | 0.44% | Q4 2016 | Q1 2019 | 10 |
HL FINANCIAL SERVICES LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
COMMERCE BANK | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q2 2015 | 10 |
Carroll Financial Associates, Inc. | 5 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2020 | 10 |
Valeo Financial Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 9 |
Founders Financial Alliance, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Invesco Ltd. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 9 |
CIBC WORLD MARKET INC. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 9 |
Equitable Holdings, Inc. | 5 | 4 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 9 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Wealthstreet Investment Advisors, LLC | 9 | 9 | 0.06% | 0.14% | 0.24% | Q4 2017 | Q4 2019 | 9 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 9 |
Blume Capital Management, Inc. | 7 | 2 | 0.00% | 0.02% | 0.19% | Q4 2015 | Q4 2019 | 9 |
Walleye Trading LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 9 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.01% | 0.12% | 0.48% | Q2 2018 | Q3 2023 | 9 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2019 | 9 |
Cetera Advisors LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2017 | 8 |
Audent Global Asset Management, LLC | 8 | 8 | 0.76% | 1.17% | 1.85% | Q4 2021 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.55% | 0.64% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4 | 1 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q1 2016 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 1.01% | 2.59% | 3.18% | Q4 2021 | Q3 2023 | 8 |
BlackRock Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
FIFTH THIRD BANCORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 8 |
Rockefeller Capital Management L.P. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 8 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2023 | 8 |
KANALY TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 8 |
Wealthcare Advisory Partners LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 8 |
Atlas Private Wealth Advisors | 6 | 2 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 8 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.09% | 0.21% | 0.33% | Q3 2014 | Q2 2016 | 8 |
Poehling Capital Management, INC. | 7 | 7 | 0.09% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Investors Research Corp | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Tradition Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Mraz, Amerine & Associates, Inc. | 7 | 7 | 0.08% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 7 |
DEUTSCHE BANK AG\ | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2021 | 7 |
Sowell Financial Services LLC | 3 | 1 | 0.01% | 0.10% | 0.33% | Q2 2018 | Q4 2022 | 7 |
Founders Capital Management | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q4 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Koshinski Asset Management, Inc. | 4 | 3 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.07% | 0.17% | Q2 2013 | Q4 2014 | 7 |
Cresset Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Alerus Investment Advisors Corp | 7 | 7 | 0.27% | 0.46% | 0.84% | Q3 2014 | Q1 2016 | 7 |
NATIONAL PLANNING CORP | 7 | 7 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2014 | 7 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Sigma Planning Corp | 4 | 3 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 7 |
FIDUCIARY TRUST CO | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Consolidated Investment Group LLC | 7 | 7 | 1.28% | 1.72% | 2.01% | Q2 2013 | Q4 2014 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.12% | 0.24% | 0.31% | Q4 2016 | Q2 2018 | 7 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Tarbox Family Office, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Edge Capital Group, LLC | 5 | 1 | 0.01% | 0.05% | 0.24% | Q4 2018 | Q3 2023 | 6 |
Permanens Capital L.P. | 4 | 1 | 0.08% | 3.85% | 6.18% | Q4 2013 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 6 |
CUE ADVISORY SERVICES, INC. | 5 | 1 | 0.21% | 0.27% | 0.36% | Q4 2014 | Q3 2018 | 6 |
M&T BANK CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Riggs Asset Managment Co. Inc. | 5 | 1 | 0.01% | 0.62% | 2.70% | Q2 2021 | Q3 2023 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Larson Financial Group LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 6 |
AdvisorNet Financial, Inc | 6 | 6 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q3 2022 | 6 |
MUFG Americas Holdings Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q4 2017 | 6 |
Joseph P. Lucia & Associates, LLC | 6 | 6 | 0.20% | 0.26% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Krilogy Financial LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 6 |
STERLING INVESTMENT ADVISORS LLC /ADV | 6 | 6 | 0.14% | 0.21% | 0.30% | Q4 2020 | Q1 2022 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
BRASADA CAPITAL MANAGEMENT, LP | 6 | 6 | 0.12% | 0.18% | 0.22% | Q1 2018 | Q2 2019 | 6 |
Allworth Financial LP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 6 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Sutton Wealth Advisors Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 6 |
St. Johns Investment Management Company, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q2 2023 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Pflug Koory, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 5 |
Knuff & Co LLC | 5 | 5 | 0.06% | 0.18% | 0.27% | Q3 2022 | Q3 2023 | 5 |
1834 INVESTMENT ADVISORS CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 5 |
Pensionmark Financial Group, LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 5 |
MinichMacGregor Wealth Management, LLC | 4 | 1 | 0.78% | 1.29% | 2.93% | Q3 2021 | Q4 2022 | 5 |
BHF RG Capital Inc. | 5 | 5 | 0.36% | 0.54% | 0.85% | Q2 2020 | Q2 2021 | 5 |
Wells Financial Advisors INC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 5 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.05% | 0.14% | Q2 2020 | Q1 2023 | 5 |
Wealth Management Partners, LLC | 5 | 5 | 0.60% | 0.72% | 0.80% | Q3 2022 | Q3 2023 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Willow Creek Wealth Management Inc. | 5 | 5 | 0.09% | 0.12% | 0.15% | Q2 2020 | Q2 2021 | 5 |
TD Waterhouse Canada Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
TSFG, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WealthBridge Capital Management, LLC | 5 | 5 | 0.08% | 0.14% | 0.17% | Q1 2022 | Q1 2023 | 5 |
Spectrum Management Group, LLC | 3 | 2 | 0.01% | 0.18% | 0.36% | Q1 2021 | Q3 2022 | 5 |
MANCHESTER FINANCIAL INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 5 |
MAI Capital Management | 5 | 5 | 0.06% | 0.12% | 0.15% | Q4 2014 | Q4 2015 | 5 |
EMFO, LLC | 4 | 4 | 0.16% | 0.27% | 0.40% | Q3 2022 | Q2 2023 | 4 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.08% | 0.31% | Q2 2018 | Q3 2023 | 4 |
Genesee Capital Advisors, LLC | 4 | 4 | 0.47% | 0.57% | 0.67% | Q1 2022 | Q4 2022 | 4 |
WFG Advisors, LP | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q1 2017 | 4 |
Atria Investments, Inc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
DREMAN VALUE MANAGEMENT, L L C | 2 | 1 | 0.01% | 0.10% | 0.35% | Q2 2014 | Q1 2018 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
GeoSphere Capital Management, LLC | 4 | 4 | 0.37% | 0.51% | 0.71% | Q2 2013 | Q1 2014 | 4 |
CIBC Asset Management Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Clal Insurance Enterprises Holdings Ltd | 4 | 4 | 0.06% | 1.20% | 1.70% | Q1 2017 | Q4 2017 | 4 |
Sunbelt Securities, Inc. | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
WP Advisors, LLC | 4 | 4 | 0.85% | 1.33% | 1.82% | Q4 2016 | Q3 2017 | 4 |
J.W. COLE ADVISORS, INC. | 3 | 1 | 0.04% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Castleview Partners, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 4 | 4 | 0.06% | 0.25% | 0.71% | Q4 2014 | Q3 2015 | 4 |
ATLAS CAPITAL ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Energy Opportunities Capital Management, LLC | 4 | 4 | 0.41% | 0.48% | 0.55% | Q3 2017 | Q2 2018 | 4 |
Cadent Capital Advisors, LLC | 4 | 4 | 2.12% | 2.22% | 2.26% | Q1 2022 | Q4 2022 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
EVOKE WEALTH, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.02% | 0.06% | 0.07% | Q2 2022 | Q1 2023 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
NATIONAL BANK OF CANADA /FI/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Kingsview Wealth Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q1 2023 | 4 |
BlackRock Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Avalon Investment & Advisory | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2019 | 4 |
Well Done, LLC | 4 | 4 | 0.54% | 0.74% | 0.94% | Q1 2022 | Q4 2022 | 4 |
SAXON INTERESTS, INC. | 4 | 4 | 0.40% | 0.58% | 0.80% | Q2 2022 | Q1 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.61% | 0.72% | 0.88% | Q4 2022 | Q3 2023 | 4 |
Meadow Creek Wealth Advisors LLC | 4 | 4 | 0.42% | 0.64% | 0.80% | Q4 2021 | Q3 2022 | 4 |
Mezzasalma Advisors, LLC | 4 | 4 | 0.34% | 0.42% | 0.52% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
HOEY INVESTMENTS, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
FIFTH THIRD SECURITIES, INC. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Voya Financial Advisors, Inc. | 4 | 4 | 0.06% | 0.09% | 0.12% | Q2 2018 | Q1 2019 | 4 |
Essex Financial Services, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Ifrah Financial Services, Inc. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q4 2022 | 4 |
Country Club Trust Company, n.a. | 3 | 1 | 0.04% | 0.11% | 0.22% | Q2 2014 | Q2 2015 | 4 |
FIL Ltd | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.51% | 0.70% | 0.81% | Q4 2018 | Q2 2019 | 3 |
SUNTRUST BANKS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2019 | 3 |
Bank Pictet & Cie (Europe) AG | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 3 |
Paragon Capital Management Ltd | 3 | 3 | 0.12% | 0.23% | 0.28% | Q1 2018 | Q3 2018 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Apeiron RIA LLC | 3 | 3 | 0.07% | 0.11% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Personal Capital Advisors Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Sugarloaf Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2018 | 3 |
CROFT-LEOMINSTER INC | 3 | 3 | 0.06% | 0.07% | 0.10% | Q1 2015 | Q3 2015 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Retirement Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
SeaCrest Wealth Management, LLC | 3 | 3 | 0.03% | 0.09% | 0.13% | Q1 2022 | Q3 2022 | 3 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2 | 1 | 0.01% | 0.22% | 0.51% | Q4 2014 | Q4 2016 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Jacobus Wealth Management, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q3 2014 | 3 |
MILLIE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.60% | 0.63% | 0.69% | Q4 2014 | Q2 2015 | 3 |
FIRST FOUNDATION ADVISORS | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 3 |
Anchor Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q4 2023 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Transamerica Financial Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 3 |
Visionary Wealth Advisors | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
EWG Elevate Inc. | 2 | 1 | 0.70% | 1.98% | 2.86% | Q2 2021 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
SPINNAKER TRUST | 3 | 3 | 0.04% | 0.21% | 0.29% | Q1 2015 | Q3 2015 | 3 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2022 | 3 |
Foundations Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Risk Paradigm Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 3 | 0.07% | 0.08% | 0.10% | Q2 2017 | Q4 2017 | 3 |
CHOREO, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Concert Wealth Management Inc. | 2 | 1 | 0.00% | 0.76% | 1.16% | Q4 2015 | Q3 2016 | 3 |
Moloney Securities Asset Management, LLC | 3 | 3 | 0.18% | 0.21% | 0.22% | Q2 2018 | Q4 2018 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Annex Advisory Services, LLC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q4 2013 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2015 | 3 |
Karp Capital Management Corp | 2 | 1 | 0.49% | 0.62% | 0.80% | Q4 2014 | Q2 2020 | 3 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 0.02% | 0.05% | 0.08% | Q1 2023 | Q3 2023 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2015 | 3 |
Kovack Advisors, Inc. | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 3 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 1.62% | 1.72% | 1.83% | Q4 2012 | Q4 2014 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
MURPHY CAPITAL MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2014 | Q3 2014 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Robinson Value Management, Ltd. | 2 | 2 | 0.26% | 0.27% | 0.28% | Q4 2016 | Q1 2017 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 2 |
L & S Advisors Inc | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Accuvest Global Advisors | 2 | 2 | 0.51% | 1.81% | 3.12% | Q1 2014 | Q2 2014 | 2 |
Vantage Investment Partners, LLC | 2 | 2 | 0.20% | 0.24% | 0.28% | Q4 2015 | Q1 2016 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
TRAIN BABCOCK ADVISORS LLC | 1 | 1 | 0.13% | 0.15% | 0.16% | Q2 2017 | Q4 2017 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.26% | 0.51% | Q4 2022 | Q3 2023 | 2 |
Columbus Macro, LLC | 2 | 2 | 0.16% | 0.44% | 0.72% | Q2 2023 | Q3 2023 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Lehman & Derafelo Financial Resources LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
PVG Asset Management | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q1 2015 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 1.08% | 1.10% | 1.12% | Q2 2018 | Q3 2018 | 2 |
Ashfield Capital Partners, LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q3 2015 | 2 |
Stearns Financial Services Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
HOWARD CAPITAL MANAGEMENT | 2 | 2 | 0.06% | 0.10% | 0.14% | Q1 2013 | Q2 2013 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Capital CS Group, LLC | 2 | 2 | 1.64% | 1.79% | 1.94% | Q3 2022 | Q4 2022 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Powell Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
MORGAN JESS S & CO INC | 2 | 2 | 2.84% | 2.99% | 3.15% | Q2 2022 | Q3 2022 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
New England Investment & Retirement Group, Inc. | 2 | 2 | 1.11% | 1.28% | 1.45% | Q2 2014 | Q3 2014 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Smith Anglin Financial, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
PEAK6 Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
COOKSON PEIRCE & CO INC | 2 | 2 | 0.27% | 0.29% | 0.31% | Q2 2014 | Q3 2014 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.31% | 0.35% | 0.38% | Q4 2022 | Q1 2023 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2009 | Q2 2009 | 1 |
MID CONTINENT CAPITAL LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
AMICA MUTUAL INSURANCE CO | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Amica Retiree Medical Trust | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2023 | Q3 2023 | 1 |
Lombard Odier & Cie (Bahamas) Ltd | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2013 | Q4 2013 | 1 |
FIDUCIARY COUNSELLING INC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2015 | Q4 2015 | 1 |
NovaPoint Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
BENEDICT FINANCIAL ADVISORS INC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HFG Advisors, Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
South Shore Capital Advisors | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2021 | Q2 2021 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sterling Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Raub Brock Capital Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Glenview Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Brookstone Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2021 | Q2 2021 | 1 |
PINNACLE ASSOCIATES LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trust Co | 1 | 1 | 1.84% | 1.84% | 1.84% | Q1 2015 | Q1 2015 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
FIRST NATIONAL BANK SIOUX FALLS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2022 | Q1 2022 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ACCESS FINANCIAL SERVICES, INC. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2020 | Q2 2020 | 1 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.80% | 1.80% | 1.80% | Q2 2023 | Q2 2023 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2022 | Q2 2022 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Verger Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 3.20% | 3.20% | 3.20% | Q4 2018 | Q4 2018 | 1 |
Fund Evaluation Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2015 | Q4 2015 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2014 | Q2 2014 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Summit Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2017 | Q4 2017 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PCG Wealth Advisors, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alhambra Investment Management LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2023 | Q3 2023 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 3.09% | 3.09% | 3.09% | Q2 2018 | Q2 2018 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lansing Street Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Advisor Resource Council | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cooper Financial Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q3 2023 | Q3 2023 | 1 |
Field & Main Bank | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2021 | Q2 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2022 | Q2 2022 | 1 |
PFG Investments, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Analyst IMS Investment Management Services Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2013 | Q3 2013 | 1 |
Archer Investment Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Smith Affiliated Capital Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2010 | Q4 2010 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2014 | Q4 2014 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
West Branch Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.