Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 94 |
Citadel Advisors | 31 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 76 |
JANE STREET GROUP, LLC | 18 | 1 | 0.00% | 0.01% | 0.18% | Q1 2014 | Q3 2023 | 50 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 47 |
CPWM, LLC | 44 | 44 | 0.27% | 0.53% | 1.06% | Q4 2011 | Q3 2022 | 44 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 42 | 42 | 1.04% | 1.41% | 1.76% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.07% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Portland Global Advisors LLC | 42 | 42 | 0.07% | 0.22% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.01% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 42 |
VISTA CAPITAL PARTNERS, INC. | 42 | 42 | 0.08% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Efficient Advisors, LLC | 42 | 42 | 0.34% | 2.64% | 4.51% | Q2 2013 | Q3 2023 | 42 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42 | 42 | 0.14% | 0.49% | 1.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 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 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Tortoise Investment Management, LLC | 42 | 42 | 0.03% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.02% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Advisors, LLC | 41 | 41 | 0.02% | 0.10% | 0.22% | Q4 2013 | Q4 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 41 |
ALESCO ADVISORS LLC | 25 | 16 | 0.51% | 0.76% | 1.28% | Q2 2013 | Q3 2023 | 41 |
Bank of New York Mellon Corp | 30 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
BOSTON FAMILY OFFICE LLC | 41 | 41 | 0.02% | 0.15% | 0.38% | Q3 2013 | Q3 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 41 | 41 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Capital Analysts, LLC | 40 | 40 | 0.01% | 0.06% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.12% | 0.34% | 0.56% | Q4 2013 | Q3 2023 | 40 |
SMITH, MOORE & CO. | 40 | 40 | 0.55% | 1.08% | 1.65% | Q4 2013 | Q3 2023 | 40 |
One Capital Management, LLC | 39 | 39 | 0.43% | 2.66% | 4.21% | Q1 2014 | Q3 2023 | 39 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.22% | 0.88% | 1.72% | Q2 2013 | Q3 2022 | 38 |
Regal Investment Advisors LLC | 35 | 2 | 0.02% | 0.37% | 2.21% | Q2 2013 | Q3 2023 | 37 |
RAYMOND JAMES & ASSOCIATES | 25 | 12 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 37 |
JPMORGAN CHASE & CO | 27 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
REGENTATLANTIC CAPITAL LLC | 20 | 17 | 0.07% | 0.91% | 1.40% | Q2 2013 | Q3 2022 | 37 |
WHITTIER TRUST CO OF NEVADA INC | 30 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.07% | 0.34% | 0.62% | Q4 2014 | Q3 2023 | 36 |
EVERMAY WEALTH MANAGEMENT LLC | 25 | 10 | 0.01% | 0.18% | 1.13% | Q4 2013 | Q3 2023 | 35 |
CITIGROUP INC | 33 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 34 |
Cutler Group LLC / CA | 9 | 1 | 0.00% | 0.02% | 0.24% | Q1 2016 | Q3 2023 | 34 |
CWM, LLC | 22 | 4 | 0.00% | 0.01% | 0.25% | Q3 2013 | Q3 2023 | 34 |
MUFG Americas Holdings Corp | 28 | 6 | 0.00% | 0.01% | 0.02% | Q3 2011 | Q1 2021 | 34 |
JUNCTURE WEALTH STRATEGIES, LLC | 33 | 33 | 0.20% | 1.47% | 3.87% | Q4 2014 | Q4 2022 | 33 |
Bray Capital Advisors | 23 | 10 | 0.01% | 0.16% | 0.66% | Q4 2014 | Q3 2023 | 33 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 23 | 10 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.01% | 0.07% | Q3 2015 | Q3 2023 | 33 |
Acropolis Investment Management, LLC | 27 | 1 | 0.02% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 32 |
US BANCORP \DE\ | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 32 |
Jackson, Grant Investment Advisers, Inc. | 32 | 32 | 0.21% | 0.39% | 0.61% | Q4 2015 | Q3 2023 | 32 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 32 | 32 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 32 |
Moisand Fitzgerald Tamayo, LLC | 32 | 32 | 0.22% | 0.75% | 1.42% | Q4 2015 | Q3 2023 | 32 |
Cambridge Investment Research Advisors, Inc. | 28 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 32 |
NTV ASSET MANAGEMENT LLC | 27 | 4 | 0.08% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
WESCAP Management Group, Inc. | 31 | 31 | 0.41% | 1.37% | 2.70% | Q1 2016 | Q3 2023 | 31 |
Brouwer & Janachowski, LLC | 25 | 6 | 0.04% | 0.32% | 1.49% | Q4 2013 | Q3 2021 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.00% | 0.07% | 0.19% | Q4 2015 | Q3 2023 | 31 |
Gradient Investments LLC | 17 | 14 | 0.00% | 0.07% | 0.27% | Q2 2013 | Q1 2021 | 31 |
TOTH FINANCIAL ADVISORY CORP | 22 | 8 | 0.00% | 0.65% | 1.61% | Q2 2013 | Q3 2023 | 30 |
Manchester Capital Management LLC | 30 | 30 | 0.01% | 0.11% | 0.46% | Q2 2013 | Q3 2020 | 30 |
American Investment Services, Inc. | 27 | 3 | 0.07% | 0.26% | 0.58% | Q2 2013 | Q4 2020 | 30 |
HighTower Advisors, LLC | 30 | 30 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
Glassman Wealth Services | 30 | 30 | 0.02% | 0.09% | 0.44% | Q4 2014 | Q1 2022 | 30 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 29 | 29 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2020 | 29 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.00% | 0.07% | 0.12% | Q4 2016 | Q3 2023 | 28 |
BOK Financial Private Wealth, Inc. | 27 | 27 | 0.04% | 1.48% | 2.00% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.04% | 0.22% | Q2 2013 | Q4 2019 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.04% | 0.24% | Q4 2013 | Q1 2023 | 27 |
RICE HALL JAMES & ASSOCIATES, LLC | 14 | 1 | 0.01% | 0.02% | 0.15% | Q2 2014 | Q4 2022 | 27 |
THOMPSON DAVIS & CO., INC. | 20 | 6 | 0.01% | 0.59% | 2.33% | Q4 2013 | Q1 2023 | 26 |
Jentner Corp | 13 | 1 | 0.18% | 0.36% | 0.68% | Q4 2016 | Q3 2023 | 26 |
Financial Architects, Inc | 18 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2020 | 25 |
Ancora Advisors LLC | 20 | 3 | 0.00% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 25 |
Smithfield Trust Co | 14 | 11 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 25 |
Parkside Advisors LLC | 25 | 25 | 1.58% | 2.45% | 2.87% | Q4 2013 | Q4 2019 | 25 |
COLDSTREAM CAPITAL MANAGEMENT INC | 24 | 1 | 0.01% | 0.11% | 0.22% | Q2 2013 | Q3 2021 | 25 |
MONROE BANK & TRUST/MI | 25 | 25 | 2.09% | 2.69% | 3.32% | Q2 2013 | Q2 2019 | 25 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 24 | 24 | 0.01% | 0.04% | 0.18% | Q4 2017 | Q3 2023 | 24 |
Frontier Wealth Management LLC | 21 | 3 | 0.02% | 0.07% | 0.12% | Q4 2014 | Q4 2020 | 24 |
NORTHERN TRUST CORP | 20 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q3 2023 | 24 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
HANCOCK WHITNEY CORP | 15 | 8 | 0.01% | 0.07% | 0.17% | Q4 2016 | Q1 2023 | 23 |
Camarda Financial Advisors, LLC | 23 | 23 | 0.10% | 0.24% | 0.41% | Q2 2013 | Q4 2018 | 23 |
NWAM LLC | 12 | 10 | 0.01% | 0.06% | 0.10% | Q1 2018 | Q3 2023 | 22 |
REILLY FINANCIAL ADVISORS, LLC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 22 |
Texas Yale Capital Corp. | 22 | 22 | 0.07% | 0.13% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.24% | 0.36% | 0.54% | Q2 2018 | Q3 2023 | 22 |
EAGLE GLOBAL ADVISORS LLC | 22 | 22 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q4 2022 | 22 |
MML INVESTORS SERVICES, LLC | 11 | 10 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 21 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 21 |
Mosaic Financial Partners, Inc. | 21 | 21 | 0.14% | 0.32% | 3.36% | Q2 2013 | Q2 2018 | 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Parallel Advisors, LLC | 17 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 15 | 1 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q2 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Next Capital Management LLC | 20 | 20 | 0.14% | 0.32% | 0.85% | Q4 2018 | Q3 2023 | 20 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 0.11% | 0.22% | 0.33% | Q4 2016 | Q3 2021 | 20 |
SALEM INVESTMENT COUNSELORS INC | 18 | 2 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.17% | 0.20% | 0.24% | Q4 2018 | Q3 2023 | 20 |
ARKANSAS FINANCIAL GROUP, INC. | 20 | 20 | 0.79% | 2.50% | 3.08% | Q4 2018 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 10 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 19 |
JOYN Advisors, Inc. | 12 | 1 | 0.01% | 0.14% | 0.24% | Q2 2013 | Q4 2018 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
M&T BANK CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2019 | 19 |
Marquette Asset Management, LLC | 19 | 19 | 0.00% | 0.72% | 1.86% | Q1 2019 | Q3 2023 | 19 |
GARRISON POINT ADVISORS, LLC | 14 | 5 | 0.20% | 0.24% | 0.30% | Q4 2018 | Q3 2023 | 19 |
Schoolcraft Capital LLC | 19 | 19 | 1.74% | 2.27% | 3.11% | Q1 2019 | Q3 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.17% | 0.32% | 0.49% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.08% | 0.24% | Q1 2019 | Q3 2023 | 19 |
Pacific Center for Financial Services | 16 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2019 | 19 |
KEYBANK NATIONAL ASSOCIATION/OH | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
People's United Financial, Inc. | 17 | 1 | 0.00% | 0.01% | 0.20% | Q2 2013 | Q2 2018 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q3 2017 | 18 |
Kohmann Bosshard Financial Services, LLC | 12 | 1 | 0.04% | 0.09% | 0.14% | Q1 2017 | Q1 2022 | 18 |
Fusion Family Wealth LLC | 18 | 18 | 0.02% | 0.33% | 1.29% | Q4 2016 | Q1 2021 | 18 |
Madrona Financial Services, LLC | 18 | 18 | 0.29% | 0.45% | 0.70% | Q4 2014 | Q1 2019 | 18 |
Joseph P. Lucia & Associates, LLC | 12 | 6 | 0.08% | 0.17% | 0.27% | Q1 2019 | Q3 2023 | 18 |
Family Firm, Inc. | 18 | 18 | 0.08% | 0.38% | 0.55% | Q2 2019 | Q3 2023 | 18 |
QS Investors, LLC | 18 | 18 | 0.25% | 0.58% | 1.64% | Q2 2013 | Q3 2017 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q1 2022 | 18 |
AXA S.A. | 14 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2019 | 18 |
TAP Consulting, LLC | 17 | 1 | 0.15% | 0.50% | 1.77% | Q1 2019 | Q3 2023 | 18 |
SUMMIT FINANCIAL GROUP, INC. | 11 | 6 | 0.11% | 0.14% | 0.17% | Q2 2019 | Q3 2023 | 17 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.32% | 0.64% | 1.06% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Charles Schwab Investment Advisory, Inc. | 17 | 17 | 0.24% | 0.89% | 1.44% | Q2 2013 | Q2 2017 | 17 |
MD Financial Management Inc. | 17 | 17 | 1.13% | 2.66% | 4.03% | Q4 2017 | Q4 2021 | 17 |
ELM ADVISORS, LLC | 7 | 4 | 0.15% | 0.17% | 0.19% | Q2 2017 | Q4 2021 | 17 |
Private Ocean, LLC | 11 | 1 | 0.03% | 0.08% | 0.20% | Q4 2013 | Q3 2023 | 17 |
Allworth Financial LP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 16 |
Traynor Capital Management, Inc. | 16 | 16 | 0.07% | 0.42% | 1.64% | Q4 2014 | Q3 2018 | 16 |
Baird Financial Group, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2020 | 16 |
CERTUITY, LLC | 16 | 16 | 0.12% | 0.28% | 0.45% | Q4 2019 | Q3 2023 | 16 |
MARTIN & CO INC /TN/ | 14 | 1 | 0.04% | 0.27% | 0.41% | Q2 2013 | Q3 2017 | 16 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q2 2023 | 16 |
FIL Ltd | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 15 | 1 | 0.82% | 1.73% | 2.78% | Q4 2018 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Clarus Wealth Advisors | 11 | 5 | 0.01% | 0.13% | 0.21% | Q2 2018 | Q2 2023 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q4 2016 | 15 |
CIBC BANK USA | 15 | 15 | 0.08% | 0.74% | 1.36% | Q2 2013 | Q4 2016 | 15 |
SIGNATUREFD, LLC | 10 | 5 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q1 2019 | 15 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 15 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 15 |
Harborview Advisors, LLC | 11 | 4 | 0.19% | 1.56% | 2.31% | Q4 2017 | Q3 2021 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
KENNEDY CAPITAL MANAGEMENT LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Dynamic Advisor Solutions LLC | 15 | 15 | 0.08% | 0.14% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Modera Wealth Management, LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Capital Investment Advisory Services, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 15 |
KANALY TRUST CO | 15 | 15 | 0.27% | 0.31% | 0.54% | Q2 2013 | Q4 2016 | 15 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2022 | 14 |
Patriot Financial Group Insurance Agency, LLC | 14 | 14 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q1 2020 | 14 |
Sepio Capital, LP | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Brandywine Global Investment Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q1 2020 | 14 |
Koshinski Asset Management, Inc. | 9 | 1 | 0.02% | 0.07% | 0.11% | Q4 2016 | Q1 2022 | 14 |
Pegasus Partners Ltd. | 14 | 14 | 0.06% | 0.66% | 2.24% | Q2 2015 | Q3 2018 | 14 |
Keebeck Wealth Management, LLC | 14 | 14 | 0.03% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Cambria Investment Management, L.P. | 10 | 1 | 0.09% | 0.66% | 1.10% | Q4 2014 | Q3 2018 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.03% | 0.08% | 0.19% | Q2 2013 | Q3 2016 | 14 |
FIRST MERCHANTS CORP | 11 | 3 | 0.02% | 0.17% | 0.89% | Q3 2019 | Q2 2023 | 14 |
CI INVESTMENTS INC. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Gray Wealth Management Inc. | 13 | 13 | 0.11% | 0.16% | 0.21% | Q2 2020 | Q2 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q2 2019 | 13 |
Timber Hill LLC | 7 | 6 | 0.00% | 0.02% | 0.14% | Q2 2014 | Q3 2017 | 13 |
Kingsview Wealth Management, LLC | 9 | 1 | 0.01% | 0.08% | 0.21% | Q1 2017 | Q3 2023 | 13 |
Connective Capital Management, LLC | 13 | 13 | 2.71% | 4.05% | 5.82% | Q2 2013 | Q2 2016 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.13% | 0.15% | 0.22% | Q2 2013 | Q2 2016 | 13 |
WP Advisors, LLC | 8 | 1 | 0.05% | 0.42% | 3.93% | Q2 2018 | Q1 2022 | 13 |
Northeast Financial Consultants Inc | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Hilltop Holdings Inc. | 10 | 1 | 0.03% | 0.33% | 0.43% | Q1 2015 | Q2 2023 | 12 |
LVZ, Inc. | 3 | 1 | 0.15% | 0.38% | 0.54% | Q2 2014 | Q2 2023 | 12 |
ASPIRIANT, LLC | 11 | 1 | 0.02% | 0.12% | 0.25% | Q2 2013 | Q2 2021 | 12 |
STIFEL FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 12 |
Ausdal Financial Partners, Inc. | 12 | 12 | 0.12% | 0.15% | 0.18% | Q4 2015 | Q3 2018 | 12 |
Alexandria Capital, LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2021 | 12 |
Institute for Wealth Management, LLC. | 11 | 1 | 0.00% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 12 |
ASSETMARK, INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 12 |
First Allied Advisory Services, Inc. | 9 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2019 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
AdvicePeriod, LLC | 10 | 2 | 0.02% | 0.06% | 0.09% | Q4 2017 | Q2 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Simplicity Solutions, LLC | 4 | 2 | 0.00% | 0.12% | 0.46% | Q4 2014 | Q3 2021 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 1.17% | 2.39% | 3.64% | Q4 2020 | Q3 2023 | 12 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q1 2018 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.06% | 0.26% | 0.64% | Q4 2020 | Q3 2023 | 12 |
Cornerstone Advisors, Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q4 2016 | 12 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.03% | 0.10% | Q1 2021 | Q3 2023 | 11 |
MONTAG A & ASSOCIATES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BARCLAYS PLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 11 |
Crescent Grove Advisors, LLC | 11 | 11 | 0.03% | 0.06% | 0.26% | Q1 2021 | Q3 2023 | 11 |
WEALTHSOURCE PARTNERS, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
HBK Sorce Advisory LLC | 11 | 11 | 0.12% | 2.15% | 2.95% | Q2 2013 | Q4 2015 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2015 | 11 |
NORTHWEST WEALTH MANAGEMENT, LLC | 11 | 11 | 0.17% | 0.21% | 0.35% | Q4 2016 | Q2 2019 | 11 |
Horizon Kinetics | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2018 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.27% | 0.30% | 0.36% | Q1 2014 | Q1 2017 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 11 |
C M BIDWELL & ASSOCIATES LTD | 11 | 11 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q2 2020 | 11 |
BALDWIN BROTHERS LLC/MA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
Syverson Strege & Co | 10 | 10 | 0.04% | 0.10% | 0.16% | Q4 2020 | Q1 2023 | 10 |
Savior LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
Kendall Capital Management | 10 | 10 | 0.53% | 0.95% | 1.25% | Q2 2021 | Q3 2023 | 10 |
CX Institutional | 4 | 1 | 0.00% | 0.24% | 0.59% | Q2 2018 | Q1 2023 | 10 |
TRUIST FINANCIAL CORP | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2020 | 10 |
Global Trust Asset Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
Merit Financial Group, LLC | 10 | 10 | 0.09% | 0.15% | 0.21% | Q4 2017 | Q1 2020 | 10 |
Baker Avenue Asset Management, LP | 10 | 10 | 0.04% | 0.36% | 0.82% | Q3 2017 | Q4 2019 | 10 |
Stratos Wealth Partners, LTD. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2021 | 10 |
Mariner, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 10 |
SRS Capital Advisors, Inc. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 10 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.00% | 0.03% | 0.25% | Q4 2013 | Q3 2018 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q2 2020 | 10 |
RONALD BLUE & CO LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
Perigon Wealth Management, LLC | 8 | 1 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q4 2020 | 10 |
Renaissance Technologies | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 10 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q4 2018 | 9 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 9 |
Global Financial Private Capital, Inc | 9 | 9 | 0.05% | 0.07% | 0.10% | Q1 2017 | Q1 2019 | 9 |
Financial Advocates Investment Management | 5 | 2 | 0.02% | 0.05% | 0.12% | Q2 2018 | Q4 2021 | 9 |
Wealthspire Advisors, L.P. | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q4 2017 | 9 |
CAPTRUST FINANCIAL ADVISORS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 9 |
Sigma Planning Corp | 3 | 1 | 0.01% | 0.04% | 0.11% | Q4 2016 | Q4 2021 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.09% | 0.20% | Q4 2016 | Q3 2023 | 9 |
Bromfield Sneider Wealth Advisors | 9 | 9 | 0.22% | 0.26% | 0.34% | Q4 2021 | Q4 2023 | 9 |
Twele Capital Management, Inc. | 9 | 9 | 0.15% | 0.61% | 1.56% | Q2 2013 | Q2 2015 | 9 |
DEUTSCHE BANK AG\ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2021 | 9 |
Rockefeller Capital Management L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2020 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 8 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 8 | 8 | 0.07% | 0.08% | 0.09% | Q3 2013 | Q2 2015 | 8 |
TORONTO DOMINION BANK | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
RiverFront Investment Group, LLC | 4 | 4 | 0.09% | 0.90% | 1.89% | Q1 2012 | Q4 2014 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.22% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
UBS ASSET MANAGEMENT AMERICAS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Eagle Bay Advisors LLC | 8 | 8 | 0.01% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
DIXON FNANCIAL SERVICES, INC. | 8 | 8 | 0.14% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.03% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Quantum Capital Management, LLC / NJ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Waverly Advisors, LLC | 8 | 8 | 0.01% | 0.31% | 1.28% | Q2 2014 | Q1 2016 | 8 |
Level Financial Advisors | 8 | 8 | 0.71% | 1.18% | 1.96% | Q4 2021 | Q3 2023 | 8 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 2 | 0.10% | 0.24% | 0.48% | Q4 2013 | Q4 2017 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
High Net Worth Advisory Group LLC | 8 | 8 | 0.12% | 0.17% | 0.26% | Q4 2021 | Q3 2023 | 8 |
CHOREO, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2019 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 8 |
Moloney Securities Asset Management, LLC | 6 | 1 | 0.04% | 0.07% | 0.17% | Q4 2019 | Q1 2022 | 8 |
EMORY UNIVERSITY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2013 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.44% | 0.48% | 0.51% | Q4 2021 | Q3 2023 | 8 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 0.65% | 1.90% | 2.97% | Q4 2021 | Q3 2023 | 8 |
McIlrath & Eck, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Naviter Wealth, LLC | 7 | 7 | 0.05% | 0.96% | 5.29% | Q4 2021 | Q2 2023 | 7 |
MONETA GROUP INVESTMENT ADVISORS LLC | 7 | 7 | 0.01% | 0.07% | 0.10% | Q4 2016 | Q2 2018 | 7 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.01% | 0.21% | 0.90% | Q3 2013 | Q1 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q4 2022 | 7 |
NewSquare Capital LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2015 | 7 |
First Western Trust Bank | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
Semmax Financial Advisors Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Biltmore Family Office, LLC | 7 | 7 | 0.04% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 7 |
HOWE & RUSLING INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
CENTRAL TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2015 | 7 |
WealthShield Partners, LLC | 7 | 7 | 0.53% | 0.58% | 0.65% | Q1 2022 | Q3 2023 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q1 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.15% | 0.21% | 0.47% | Q2 2020 | Q4 2021 | 7 |
Sargent Bickham Lagudis LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
DUNCKER STREETT & CO INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
Cypress Wealth Services, LLC | 7 | 7 | 0.12% | 0.18% | 0.25% | Q4 2017 | Q2 2019 | 7 |
HC FINANCIAL ADVISORS INC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q3 2021 | 7 |
Kestra Advisory Services, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2014 | 7 |
1832 Asset Management L.P. | 7 | 7 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2017 | 7 |
BLACKROCK ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
IHT Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Krilogy Financial LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 6 |
TEACHERS ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2018 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Ameritas Investment Partners, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Steward Partners Investment Advisory, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
Almanack Investment Partners, LLC. | 5 | 1 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q3 2022 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q2 2023 | 6 |
Arlington Partners LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
FineMark National Bank & Trust | 6 | 6 | 0.02% | 0.02% | 0.04% | Q1 2018 | Q2 2019 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
RNC CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2015 | 6 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
All Terrain Financial Advisors, LLC | 6 | 6 | 0.08% | 0.10% | 0.12% | Q4 2017 | Q1 2019 | 6 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2022 | 6 |
FIRST CITIZENS BANCORPORATION INC | 6 | 6 | 0.15% | 0.17% | 0.19% | Q3 2013 | Q4 2014 | 6 |
Montecito Bank & Trust | 6 | 6 | 0.18% | 0.44% | 0.70% | Q3 2013 | Q4 2014 | 6 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q4 2014 | 6 |
STATE STREET CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2022 | 6 |
AE Wealth Management LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2019 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.02% | 0.05% | 0.11% | Q1 2014 | Q2 2015 | 6 |
RUSSELL FRANK CO/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Paracle Advisors, LLC | 3 | 2 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q1 2021 | 5 |
Precision Wealth Strategies, LLC | 5 | 5 | 0.31% | 0.48% | 0.65% | Q2 2021 | Q2 2022 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 5 |
Transamerica Financial Advisors, Inc. | 3 | 2 | 0.00% | 0.09% | 0.27% | Q1 2015 | Q3 2016 | 5 |
Ariel Investments | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 5 |
Mutual Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Ranger Investment Management | 5 | 5 | 0.18% | 0.18% | 0.19% | Q4 2018 | Q4 2019 | 5 |
Caprock Group, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 5 |
MERIDIAN MANAGEMENT CO | 5 | 5 | 0.11% | 0.12% | 0.12% | Q1 2021 | Q1 2022 | 5 |
Evercore Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 5 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 5 |
Legacy Bridge, LLC | 5 | 5 | 0.16% | 0.17% | 0.20% | Q4 2018 | Q4 2019 | 5 |
Claro Advisors LLC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q2 2023 | 5 |
NATIXIS ADVISORS, L.P. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Capital Bank & Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.08% | 0.33% | Q3 2015 | Q1 2019 | 5 |
D.A. DAVIDSON & CO. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 5 |
TRUST CO OF VIRGINIA /VA | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
FIDUCIARY MANAGEMENT ASSOCIATES LLC | 5 | 5 | 0.14% | 0.16% | 0.18% | Q2 2013 | Q2 2014 | 5 |
C2C Wealth Management, LLC | 5 | 5 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2022 | 5 |
1st Global Advisors, Inc. | 3 | 2 | 0.04% | 0.06% | 0.09% | Q1 2014 | Q2 2015 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
Valeo Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Oakworth Capital, Inc. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2018 | 5 |
Stratos Wealth Advisors, LLC | 3 | 2 | 0.02% | 0.19% | 0.37% | Q1 2019 | Q3 2021 | 5 |
Secure Asset Management, LLC | 4 | 1 | 0.12% | 0.15% | 0.18% | Q2 2020 | Q3 2021 | 5 |
Hefty Wealth Partners | 3 | 2 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q1 2018 | 5 |
Veritable, L.P. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q4 2013 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 5 |
AMERIPRISE FINANCIAL INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 5 |
Procyon Advisors, LLC | 4 | 1 | 0.02% | 0.07% | 0.10% | Q4 2019 | Q1 2022 | 5 |
Arkadios Wealth Advisors | 5 | 5 | 0.00% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q4 2015 | 5 |
KCM INVESTMENT ADVISORS LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q2 2015 | 5 |
JAMES INVESTMENT RESEARCH INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 5 |
UNITED BANK, INC. | 5 | 5 | 0.11% | 0.14% | 0.15% | Q2 2013 | Q2 2014 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
WESBANCO BANK INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q3 2016 | 5 |
CUMBERLAND ADVISORS INC | 4 | 1 | 1.92% | 2.88% | 3.68% | Q1 2018 | Q3 2023 | 5 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q4 2013 | 5 |
Element Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
IBERIABANK CORP | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q1 2019 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q2 2019 | 5 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
OPPENHEIMER & CO INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 4 |
Kernodle & Katon Asset Management Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2017 | 4 |
Horrell Capital Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q1 2014 | Q4 2014 | 4 |
FIRST MANHATTAN CO. LLC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.08% | 0.14% | 0.28% | Q4 2017 | Q3 2018 | 4 |
HM PAYSON & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.03% | 0.09% | Q1 2021 | Q4 2021 | 4 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2018 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RIVERSVILLE CAPITAL, INC. | 4 | 4 | 0.03% | 0.06% | 0.15% | Q2 2013 | Q1 2014 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Legacy Financial Group LLC | 3 | 1 | 0.12% | 0.48% | 0.70% | Q4 2020 | Q3 2023 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 4 |
BRIDGES INVESTMENT MANAGEMENT INC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q2 2018 | Q1 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.05% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 2 | 1 | 0.01% | 0.06% | 0.12% | Q4 2020 | Q1 2022 | 4 |
BOKF, NA | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2017 | 4 |
Baystate Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
TELEMUS CAPITAL, LLC | 4 | 4 | 1.28% | 2.35% | 3.25% | Q3 2013 | Q2 2014 | 4 |
Archer Investment Corp | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2019 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q2 2018 | 4 |
MBM Wealth Consultants, LLC | 4 | 4 | 0.49% | 0.51% | 0.52% | Q4 2018 | Q3 2019 | 4 |
Bartlett & Co. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
Gradient Capital Advisors, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q1 2022 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 4 |
D'Orazio & Associates, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 4 |
Weatherstone Capital Management | 3 | 1 | 0.05% | 0.16% | 0.22% | Q3 2017 | Q1 2019 | 4 |
M&R CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
L.M. KOHN & COMPANY | 2 | 1 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q2 2023 | 4 |
New England Private Wealth Advisors LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2013 | Q3 2014 | 4 |
Trellis Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q4 2021 | 4 |
EP Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2020 | 4 |
TWO SIGMA INVESTMENTS, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.09% | 0.25% | Q4 2013 | Q1 2022 | 4 |
Omega Financial Group, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q1 2019 | Q4 2019 | 4 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q2 2013 | Q4 2013 | 3 |
BRINKER CAPITAL INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Kovack Advisors, Inc. | 3 | 3 | 1.12% | 2.35% | 4.20% | Q3 2013 | Q1 2014 | 3 |
NAPLES GLOBAL ADVISORS, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Merriman Wealth Management, LLC | 3 | 3 | 1.55% | 1.63% | 1.71% | Q1 2018 | Q3 2018 | 3 |
CCM INVESTMENT ADVISERS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
Graves Light Lenhart Wealth, Inc. | 3 | 3 | 0.16% | 0.17% | 0.17% | Q4 2018 | Q2 2019 | 3 |
FolioMetrix LLC | 3 | 3 | 0.31% | 0.35% | 0.39% | Q4 2014 | Q2 2015 | 3 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.04% | 0.05% | Q3 2018 | Q4 2021 | 3 |
Lapides Asset Management, LLC | 3 | 3 | 0.12% | 0.19% | 0.23% | Q1 2017 | Q3 2017 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Monument Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Stillwater Capital Advisors, LLC | 3 | 3 | 0.07% | 0.11% | 0.14% | Q4 2013 | Q2 2014 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 0.50% | 1.27% | 2.69% | Q1 2023 | Q3 2023 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 0.97% | 1.08% | 1.18% | Q1 2023 | Q3 2023 | 3 |
Alpha Cubed Investments, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Destination Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q3 2014 | 3 |
New England Capital Financial Advisors LLC | 3 | 3 | 0.29% | 0.30% | 0.31% | Q4 2022 | Q2 2023 | 3 |
CONDOR CAPITAL MANAGEMENT | 3 | 3 | 0.46% | 0.48% | 0.50% | Q2 2013 | Q4 2013 | 3 |
BALASA DINVERNO & FOLTZ LLC | 3 | 3 | 0.66% | 0.74% | 0.87% | Q1 2022 | Q3 2022 | 3 |
RAYMOND JAMES TRUST N.A. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q4 2014 | 3 |
B&D White Capital Company, LLC | 2 | 1 | 0.08% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 3 |
First Ascent Asset Management, LLC | 3 | 3 | 0.21% | 0.23% | 0.27% | Q4 2019 | Q2 2020 | 3 |
Orca Investment Management, LLC | 3 | 3 | 0.97% | 1.02% | 1.06% | Q4 2016 | Q2 2017 | 3 |
FundX Investment Group, LLC | 3 | 3 | 0.21% | 0.67% | 1.41% | Q3 2013 | Q1 2014 | 3 |
Cetera Investment Advisers | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Sparta 24 Ltd. | 3 | 3 | 3.00% | 12.20% | 17.42% | Q1 2023 | Q3 2023 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q2 2019 | 3 |
Robinson Value Management, Ltd. | 3 | 3 | 0.22% | 0.22% | 0.23% | Q4 2016 | Q2 2017 | 3 |
REINHART PARTNERS, LLC. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q1 2015 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Spectrum Asset Management, Inc. (NB/CA) | 3 | 3 | 2.30% | 2.47% | 2.60% | Q4 2014 | Q2 2015 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q2 2018 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
SMITH SHELLNUT WILSON LLC /ADV | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
ARMSTRONG ADVISORY GROUP, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Tilson Financial Group, Inc. | 2 | 1 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 3 |
Forward Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 2 | 2 | 0.19% | 0.30% | 0.42% | Q2 2013 | Q3 2013 | 2 |
BOYS ARNOLD & CO INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
QUANTUM CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Mesirow Financial Investment Management, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.31% | 0.32% | 0.33% | Q4 2017 | Q1 2018 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.04% | 0.08% | 0.11% | Q3 2015 | Q4 2015 | 2 |
INNEALTA CAPITAL, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2018 | Q1 2019 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Copperwynd Financial, LLC | 2 | 2 | 1.59% | 1.87% | 2.16% | Q1 2018 | Q2 2018 | 2 |
GUGGENHEIM CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Forum Financial Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Apriem Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2018 | 2 |
L & S Advisors Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2016 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.37% | 0.53% | 0.69% | Q1 2020 | Q3 2020 | 2 |
USCA RIA LLC | 2 | 2 | 0.53% | 0.54% | 0.54% | Q1 2021 | Q2 2021 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.05% | 0.11% | 0.16% | Q1 2021 | Q2 2022 | 2 |
Peoples Bank/KS | 2 | 2 | 0.34% | 0.41% | 0.48% | Q3 2023 | Q4 2023 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fulcrum Equity Management | 2 | 2 | 0.90% | 0.91% | 0.91% | Q1 2021 | Q2 2021 | 2 |
Retirement Planning Co of New England, Inc. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2023 | 2 |
Busey Bank | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q2 2009 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
U.S. Capital Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Advisors Preferred, LLC | 2 | 2 | 1.04% | 2.17% | 3.30% | Q4 2013 | Q1 2014 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
NVWM, LLC | 1 | 1 | 0.10% | 0.13% | 0.15% | Q1 2021 | Q2 2022 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Hudock, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.19% | 0.21% | 0.24% | Q1 2021 | Q2 2021 | 2 |
SENTINEL TRUST CO LBA | 2 | 2 | 0.17% | 0.22% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Nuveen Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
GFG Capital, LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q4 2021 | Q1 2022 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2015 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q1 2019 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 2 |
FIRST MIDWEST BANK TRUST DIVISION | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Manifold Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.04% | 0.06% | 0.09% | Q1 2017 | Q1 2022 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q3 2021 | 2 |
First Allied Asset Management, Inc. | 2 | 2 | 0.44% | 0.47% | 0.49% | Q2 2014 | Q3 2014 | 2 |
Aspen Grove Capital, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Capstone Investment Advisors (Netherlands), B.V. | 1 | 1 | 2.45% | 2.45% | 2.45% | Q4 2016 | Q4 2016 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Willow Street Advisors LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q2 2013 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Michelson Medical Research Foundation, Inc. | 1 | 1 | 2.39% | 2.39% | 2.39% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Hefren-Tillotson, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MUNDER CAPITAL MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Boston Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2017 | Q1 2017 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Price Capital Management, Inc. | 1 | 1 | 4.31% | 4.31% | 4.31% | Q1 2015 | Q1 2015 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Glovista Investments LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2014 | Q4 2014 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GFS Private Wealth, LLC | 1 | 1 | 2.58% | 2.58% | 2.58% | Q4 2017 | Q4 2017 | 1 |
THB ASSET MANAGEMENT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
JSF Financial, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2018 | Q3 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Osbon Capital Management LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2019 | Q2 2019 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 3.26% | 3.26% | 3.26% | Q1 2021 | Q1 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FCG ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
SteelBridge Private Wealth Advisors LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2017 | Q2 2017 | 1 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2013 | Q2 2013 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 1.57% | 1.57% | 1.57% | Q2 2016 | Q2 2016 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2023 | Q4 2023 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q2 2010 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2015 | Q1 2015 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Bell Rock Capital LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2022 | Q2 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
TBH Global Asset Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FOUNDERS BANK & TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
AFAM CAPITAL, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2016 | Q4 2016 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Taylor & Morgan Wealth Management, LLC | 1 | 1 | 3.49% | 3.49% | 3.49% | Q4 2021 | Q4 2021 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Fortune 45 LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Mill Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
Autus Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q2 2018 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.