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 | 92 |
Citadel Advisors | 33 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 82 |
Cutler Group LLC / CA | 20 | 11 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q3 2023 | 76 |
JANE STREET GROUP, LLC | 23 | 1 | 0.00% | 0.01% | 0.08% | Q2 2014 | Q3 2023 | 58 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 47 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 38 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q3 2023 | 40 |
CITIGROUP INC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 38 |
BARCLAYS PLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2023 | 38 |
Azimuth Capital Management LLC | 36 | 36 | 0.11% | 0.26% | 0.54% | Q2 2013 | Q1 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
Creative Planning | 32 | 2 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 34 |
RAYMOND JAMES & ASSOCIATES | 30 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 34 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 33 |
Fisher Asset Management, LLC | 30 | 1 | 0.00% | 0.18% | 0.55% | Q4 2013 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.06% | 0.19% | Q1 2016 | Q3 2023 | 31 |
AMERIPRISE FINANCIAL INC | 15 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 31 |
GOLDMAN SACHS GROUP INC | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 31 |
JPMORGAN CHASE & CO | 30 | 30 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Endurance Wealth Management, Inc. | 29 | 29 | 0.00% | 0.06% | 0.21% | Q2 2014 | Q2 2021 | 29 |
HighTower Advisors, LLC | 13 | 2 | 0.00% | 0.01% | 0.08% | Q3 2013 | Q3 2023 | 28 |
IFP Advisors, Inc | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2023 | 27 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 26 | 26 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2019 | 26 |
Diversified Trust Co | 26 | 26 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q2 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.05% | 0.08% | Q2 2017 | Q3 2023 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Main Management LLC | 11 | 1 | 0.00% | 0.22% | 0.43% | Q3 2013 | Q1 2023 | 24 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
FMR LLC | 21 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 22 |
CALTON & ASSOCIATES, INC. | 19 | 3 | 0.04% | 0.12% | 0.25% | Q4 2017 | Q2 2023 | 22 |
BESSEMER GROUP INC | 16 | 6 | 0.00% | 0.09% | 0.35% | Q4 2016 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 15 | 7 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 22 |
PROVIDA PENSION FUND ADMINISTRATOR | 14 | 8 | 0.14% | 0.80% | 3.32% | Q2 2017 | Q4 2022 | 22 |
STIFEL FINANCIAL CORP | 18 | 3 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Janney Montgomery Scott LLC | 11 | 3 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 9 | 5 | 0.00% | 0.03% | 0.14% | Q2 2017 | Q4 2022 | 21 |
DEUTSCHE BANK AG\ | 11 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 20 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 20 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.01% | 0.10% | 0.32% | Q4 2014 | Q3 2023 | 20 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q2 2022 | 19 |
SG Americas Securities, LLC | 8 | 2 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2019 | 19 |
Brinker Capital Investments, LLC | 17 | 1 | 0.02% | 0.48% | 1.02% | Q1 2015 | Q2 2021 | 18 |
Evanson Asset Management, LLC | 18 | 18 | 0.04% | 0.07% | 0.11% | Q4 2017 | Q1 2022 | 18 |
CREDIT SUISSE AG/ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2022 | 18 |
LFA - Lugano Financial Advisors SA | 13 | 5 | 0.02% | 0.35% | 0.82% | Q2 2018 | Q4 2022 | 18 |
SIGNATUREFD, LLC | 16 | 1 | 0.00% | 0.00% | 0.07% | Q2 2014 | Q3 2023 | 18 |
HAP Trading, LLC | 6 | 1 | 0.00% | 0.02% | 0.15% | Q2 2017 | Q1 2023 | 17 |
SCOTIA CAPITAL INC. | 13 | 1 | 0.01% | 0.05% | 0.11% | Q2 2014 | Q1 2020 | 17 |
GREENWOOD CAPITAL ASSOCIATES LLC | 9 | 1 | 0.27% | 0.58% | 1.13% | Q3 2013 | Q1 2023 | 17 |
HOWE & RUSLING INC | 17 | 17 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Raymond James Financial Services Advisors, Inc. | 9 | 4 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q2 2022 | 17 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Compagnie Lombard Odier SCmA | 16 | 16 | 0.00% | 0.04% | 0.14% | Q4 2014 | Q3 2018 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 14 | 1 | 0.00% | 0.00% | 0.06% | Q4 2018 | Q2 2023 | 16 |
Psagot Value Holdings Ltd. | 12 | 4 | 0.00% | 0.19% | 0.28% | Q4 2013 | Q1 2020 | 16 |
OPPENHEIMER & CO INC | 9 | 1 | 0.01% | 0.03% | 0.07% | Q3 2014 | Q1 2023 | 16 |
Advisory Services Network, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 16 |
MISSION WEALTH MANAGEMENT, LP | 15 | 15 | 0.02% | 0.05% | 0.17% | Q2 2016 | Q4 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Itau Unibanco Holding S.A. | 14 | 14 | 0.00% | 0.03% | 0.23% | Q1 2018 | Q2 2021 | 14 |
Solstein Capital, LLC | 11 | 1 | 0.00% | 0.26% | 1.41% | Q2 2018 | Q3 2023 | 14 |
Private Capital Group, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 14 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.03% | 0.11% | Q4 2015 | Q3 2022 | 14 |
Alaska Permanent Fund Corp | 12 | 2 | 0.06% | 1.11% | 2.40% | Q1 2020 | Q3 2023 | 14 |
Capital Investment Advisory Services, LLC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q2 2022 | 14 |
BANK HAPOALIM BM | 10 | 1 | 0.04% | 0.11% | 0.26% | Q4 2013 | Q4 2017 | 13 |
CAPTRUST FINANCIAL ADVISORS | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2022 | 13 |
Bellecapital International Ltd. | 10 | 1 | 0.16% | 0.70% | 1.21% | Q4 2013 | Q2 2018 | 13 |
Jacobi Capital Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 13 |
Bank of New York Mellon Corp | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2019 | 13 |
Banco de Sabadell, S.A | 9 | 3 | 0.05% | 0.26% | 0.73% | Q4 2017 | Q3 2023 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2019 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 1.12% | 1.53% | 2.00% | Q4 2020 | Q3 2023 | 12 |
Mariner, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 12 |
M&T BANK CORP | 10 | 2 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2021 | 12 |
Rafferty Asset Management, LLC | 12 | 12 | 0.01% | 0.07% | 0.12% | Q1 2017 | Q4 2019 | 12 |
Baker Avenue Asset Management, LP | 5 | 2 | 0.04% | 0.40% | 1.01% | Q2 2013 | Q1 2017 | 12 |
WMS Partners, LLC | 12 | 12 | 0.08% | 0.14% | 0.20% | Q1 2020 | Q4 2022 | 12 |
US BANCORP \DE\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
Gradient Investments LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
Cambridge Investment Research Advisors, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 11 |
SUNTRUST BANKS INC | 10 | 1 | 0.00% | 0.04% | 0.06% | Q2 2016 | Q1 2019 | 11 |
Merriman Wealth Management, LLC | 6 | 1 | 0.17% | 0.54% | 0.87% | Q4 2013 | Q1 2019 | 11 |
Hexagon Capital Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 11 |
Janney Capital Management LLC | 10 | 1 | 0.02% | 0.87% | 4.17% | Q2 2013 | Q4 2016 | 11 |
Wealthcare Advisory Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Paradigm Financial Advisors, LLC | 9 | 9 | 0.04% | 0.11% | 0.21% | Q2 2017 | Q2 2019 | 11 |
Joseph P. Lucia & Associates, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 11 |
Cetera Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q4 2019 | 11 |
Manifold Partners, LLC | 6 | 1 | 0.10% | 3.65% | 8.63% | Q3 2013 | Q3 2017 | 11 |
FIFTH THIRD BANCORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 11 |
ACIMA PRIVATE WEALTH, LLC | 11 | 11 | 0.54% | 0.63% | 0.72% | Q3 2019 | Q1 2022 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 1 | 0.00% | 0.06% | 0.20% | Q2 2016 | Q3 2022 | 10 |
Transamerica Financial Advisors, Inc. | 7 | 3 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.07% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
HUNTINGTON NATIONAL BANK | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 10 |
New Century Advisors, LLC | 6 | 1 | 0.01% | 2.92% | 4.25% | Q4 2013 | Q4 2021 | 10 |
Focused Wealth Management, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 10 |
BRINKER CAPITAL INC | 6 | 2 | 0.01% | 1.55% | 5.12% | Q3 2013 | Q4 2017 | 10 |
AlphaMark Advisors, LLC | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
XPONANCE, INC. | 5 | 1 | 0.89% | 2.50% | 4.20% | Q3 2015 | Q4 2019 | 10 |
D L CARLSON INVESTMENT GROUP INC | 10 | 10 | 0.22% | 0.36% | 0.53% | Q4 2016 | Q1 2019 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.00% | 0.28% | 0.83% | Q3 2017 | Q4 2019 | 10 |
EAGLE GLOBAL ADVISORS LLC | 8 | 2 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q1 2019 | 10 |
COHEN & STEERS, INC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2019 | 10 |
Morningstar Investment Management LLC | 10 | 10 | 0.61% | 1.03% | 1.47% | Q4 2018 | Q1 2021 | 10 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 10 |
HM PAYSON & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Private Advisor Group, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2021 | 9 |
SAGE RHINO CAPITAL LLC | 9 | 9 | 0.12% | 0.12% | 0.14% | Q4 2020 | Q4 2022 | 9 |
Lombard Odier & Cie (Canada), Limited Partnership | 9 | 9 | 0.48% | 1.16% | 1.96% | Q3 2014 | Q3 2016 | 9 |
CABOT WEALTH MANAGEMENT INC | 9 | 9 | 0.25% | 0.72% | 1.29% | Q4 2016 | Q4 2018 | 9 |
SPINNAKER TRUST | 9 | 9 | 0.73% | 1.18% | 1.45% | Q2 2013 | Q2 2015 | 9 |
ALLIANCEBERNSTEIN L.P. | 5 | 4 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2022 | 9 |
Virtu KCG Holdings LLC | 5 | 4 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q3 2016 | 9 |
Dorsey & Whitney Trust CO LLC | 9 | 9 | 0.06% | 0.09% | 0.14% | Q2 2021 | Q2 2023 | 9 |
MCF Advisors LLC | 9 | 9 | 0.05% | 0.08% | 0.12% | Q1 2018 | Q1 2020 | 9 |
Hilltop Holdings Inc. | 9 | 9 | 0.06% | 0.07% | 0.09% | Q3 2016 | Q3 2018 | 9 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 9 |
Steward Partners Investment Advisory, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
QUATTRO FINANCIAL ADVISORS LLC | 4 | 2 | 0.96% | 1.67% | 4.12% | Q3 2017 | Q4 2021 | 9 |
BlackRock Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 9 |
VALLEY NATIONAL ADVISERS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
ANDERSON HOAGLAND & CO | 9 | 9 | 0.40% | 0.85% | 1.16% | Q1 2014 | Q1 2016 | 9 |
1832 Asset Management L.P. | 5 | 4 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2017 | 9 |
SYNOVUS FINANCIAL CORP | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 9 |
Intellectus Partners, LLC | 6 | 2 | 0.09% | 0.33% | 0.56% | Q2 2017 | Q2 2019 | 8 |
BNP PARIBAS FINANCIAL MARKETS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 8 |
TD ASSET MANAGEMENT INC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Orion Portfolio Solutions, LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 8 |
DRW Securities, LLC | 3 | 1 | 0.01% | 0.07% | 0.20% | Q1 2018 | Q3 2021 | 8 |
Highlander Capital Management, LLC | 8 | 8 | 0.03% | 0.10% | 0.15% | Q4 2016 | Q3 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.07% | 1.77% | 3.42% | Q4 2014 | Q3 2016 | 8 |
BOURGEON CAPITAL MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Parallel Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 8 |
Sound Income Strategies, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 8 |
Claybrook Capital, LLC | 4 | 4 | 0.76% | 1.00% | 1.42% | Q4 2017 | Q4 2019 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 1.79% | 1.96% | 2.14% | Q4 2021 | Q3 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.58% | 0.61% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DIMENSION CAPITAL MANAGEMENT LLC | 7 | 7 | 0.13% | 0.19% | 0.30% | Q1 2017 | Q3 2018 | 7 |
HSBC HOLDINGS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2018 | 7 |
BigSur Wealth Management LLC | 7 | 7 | 0.13% | 0.20% | 0.24% | Q1 2017 | Q3 2018 | 7 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.02% | 0.11% | 0.32% | Q1 2018 | Q4 2022 | 7 |
BANK OF NOVA SCOTIA | 4 | 1 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q1 2022 | 7 |
Parcion Private Wealth LLC | 7 | 7 | 0.04% | 0.21% | 1.16% | Q1 2022 | Q3 2023 | 7 |
Kovack Advisors, Inc. | 7 | 7 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q2 2023 | 7 |
First Allied Advisory Services, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2019 | 7 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 7 | 7 | 0.03% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 7 |
CULLEN/FROST BANKERS, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2022 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 7 | 0.01% | 0.24% | 0.31% | Q1 2017 | Q3 2018 | 7 |
COMERICA BANK | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2017 | 7 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 7 | 7 | 0.31% | 0.53% | 0.88% | Q3 2016 | Q1 2018 | 7 |
Anchor Investment Management, LLC | 7 | 7 | 0.01% | 0.10% | 0.19% | Q3 2018 | Q1 2020 | 7 |
MSI Financial Services Inc | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q4 2016 | 7 |
Boothe Investment Group, Inc. | 7 | 7 | 2.34% | 4.16% | 5.72% | Q2 2018 | Q4 2019 | 7 |
GAM Holding AG | 7 | 7 | 0.01% | 0.02% | 0.07% | Q4 2015 | Q2 2017 | 7 |
Summit Trail Advisors, LLC | 5 | 1 | 0.02% | 1.01% | 2.17% | Q2 2021 | Q4 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.35% | 0.39% | 0.41% | Q2 2022 | Q3 2023 | 6 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Winfield Associates, Inc. | 5 | 1 | 0.17% | 0.22% | 0.27% | Q4 2013 | Q1 2018 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2014 | 6 |
Evercore Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2017 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 6 |
MYCIO WEALTH PARTNERS, LLC | 6 | 6 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q2 2016 | 6 |
Telemetry Investments, L.L.C. | 4 | 2 | 0.40% | 1.51% | 2.32% | Q2 2020 | Q4 2021 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
OneDigital Investment Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Valeo Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 6 |
Accuvest Global Advisors | 4 | 2 | 0.11% | 0.89% | 1.70% | Q1 2015 | Q2 2022 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.01% | 0.06% | 0.32% | Q4 2019 | Q1 2021 | 6 |
DELTEC ASSET MANAGEMENT LLC | 6 | 6 | 0.05% | 0.32% | 0.96% | Q2 2017 | Q3 2018 | 6 |
Dynamic Advisor Solutions LLC | 6 | 6 | 0.09% | 0.16% | 0.23% | Q1 2021 | Q2 2022 | 6 |
New Capital Management LP | 6 | 6 | 0.35% | 0.49% | 0.77% | Q4 2016 | Q1 2018 | 6 |
BHF Kleinwort Benson Group S.A. | 5 | 1 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q4 2015 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.13% | 0.74% | Q3 2017 | Q3 2023 | 6 |
Arlington Capital Management, Inc. | 6 | 6 | 0.67% | 1.33% | 2.41% | Q2 2020 | Q3 2021 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 6 |
Carroll Financial Associates, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2019 | 6 |
Opera Trading Capital | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q2 2022 | 5 |
Bienville Capital Management, LLC | 3 | 1 | 0.44% | 4.76% | 14.96% | Q2 2019 | Q2 2020 | 5 |
OLD SECOND NATIONAL BANK OF AURORA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
CHEMUNG CANAL TRUST CO | 5 | 5 | 0.10% | 0.70% | 1.16% | Q1 2017 | Q1 2018 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
PineBridge Investments, L.P. | 5 | 5 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q1 2019 | 5 |
North Star Investment Management Corp. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2023 | 5 |
Baird Financial Group, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2018 | 5 |
Equitable Holdings, Inc. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
PARSONS CAPITAL MANAGEMENT INC/RI | 5 | 5 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q2 2022 | 5 |
Progeny 3, Inc. | 5 | 5 | 0.16% | 0.36% | 0.68% | Q1 2017 | Q1 2018 | 5 |
Ledyard National Bank | 5 | 5 | 0.00% | 1.05% | 1.56% | Q4 2017 | Q4 2018 | 5 |
CAMBRIDGE TRUST CO | 5 | 5 | 0.02% | 0.89% | 1.58% | Q3 2017 | Q3 2018 | 5 |
PRUDENTIAL PLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 5 |
Zions Bancorporation, N.A. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.02% | 0.12% | Q3 2014 | Q3 2021 | 5 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2019 | 5 |
WESPAC Advisors SoCal, LLC | 5 | 5 | 0.05% | 0.10% | 0.13% | Q4 2017 | Q4 2018 | 5 |
SENTINEL TRUST CO LBA | 5 | 5 | 0.04% | 0.37% | 0.99% | Q4 2020 | Q4 2021 | 5 |
LAZARD ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
HANCOCK WHITNEY CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Capital Bank & Trust Co | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 4 | 0.05% | 0.43% | 1.02% | Q1 2022 | Q4 2022 | 4 |
New England Investment & Retirement Group, Inc. | 4 | 4 | 0.12% | 0.13% | 0.14% | Q2 2017 | Q1 2018 | 4 |
Fortis Advisors, LLC | 4 | 4 | 0.48% | 0.57% | 0.64% | Q2 2017 | Q1 2018 | 4 |
MONOGRAPH WEALTH ADVISORS, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
NEXT Financial Group, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 4 |
EASTERN BANK | 4 | 4 | 0.02% | 0.41% | 0.58% | Q1 2018 | Q4 2018 | 4 |
Bluefin Trading, LLC | 1 | 1 | 0.03% | 0.06% | 0.10% | Q3 2013 | Q2 2019 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Vontobel Swiss Wealth Advisors AG | 4 | 4 | 1.09% | 2.63% | 3.89% | Q3 2015 | Q2 2016 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2023 | 4 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 4 |
Sierra Capital LLC | 4 | 4 | 0.36% | 0.42% | 0.46% | Q2 2021 | Q1 2022 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2023 | 4 |
SSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.14% | 0.17% | 0.19% | Q1 2021 | Q4 2021 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Gateway Advisory, LLC | 4 | 4 | 1.38% | 1.50% | 1.61% | Q1 2014 | Q4 2014 | 4 |
THOMAS WHITE INTERNATIONAL LTD | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 4 |
JANUS HENDERSON GROUP PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
FIRST HAWAIIAN BANK | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
TRUIST FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 4 |
Stone House Investment Management, LLC | 4 | 4 | 0.65% | 0.76% | 0.85% | Q1 2017 | Q4 2017 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.93% | 1.09% | 1.18% | Q4 2022 | Q3 2023 | 4 |
Pekin Hardy Strauss, Inc. | 3 | 1 | 0.04% | 0.14% | 0.21% | Q1 2021 | Q1 2023 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q3 2013 | Q2 2014 | 4 |
Ayalon Insurance Comp Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
Spears Abacus Advisors LLC | 4 | 4 | 0.10% | 0.14% | 0.16% | Q2 2014 | Q1 2015 | 4 |
Essex Financial Services, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Glovista Investments LLC | 3 | 1 | 0.25% | 1.15% | 1.93% | Q1 2015 | Q4 2017 | 4 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 4 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 4 |
Crow Point Partners, LLC | 4 | 4 | 0.09% | 0.45% | 1.40% | Q1 2019 | Q4 2019 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 4 |
NTV ASSET MANAGEMENT LLC | 4 | 4 | 0.29% | 0.40% | 0.47% | Q2 2015 | Q1 2016 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
BREMER TRUST NATIONAL ASSOCIATION | 2 | 1 | 0.01% | 0.06% | 0.10% | Q3 2016 | Q4 2018 | 3 |
America First Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q2 2023 | 3 |
First Command Bank | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q2 2017 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q4 2014 | 3 |
Atria Investments, Inc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2019 | 3 |
BANQUE PICTET & CIE SA | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q2 2015 | 3 |
COMERICA SECURITIES INC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2016 | Q4 2016 | 3 |
Byrne Asset Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NewSquare Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2017 | 3 |
Perigon Wealth Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Fieldpoint Private Securities, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
MEITAV INVESTMENT HOUSE LTD | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2021 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 3 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Sugarloaf Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Edge Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2020 | 3 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
17 CAPITAL PARTNERS, LLC | 3 | 3 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q4 2021 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
RiverFront Investment Group, LLC | 3 | 3 | 0.26% | 0.86% | 1.19% | Q1 2023 | Q3 2023 | 3 |
FORBES J M & CO LLP | 3 | 3 | 0.68% | 1.55% | 2.14% | Q4 2017 | Q2 2018 | 3 |
Valence8 US LP | 3 | 3 | 2.46% | 3.42% | 4.00% | Q1 2023 | Q3 2023 | 3 |
RWA WEALTH PARTNERS, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2017 | Q1 2018 | 3 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 3 |
Stamos Capital Partners, L.P. | 2 | 1 | 0.41% | 1.10% | 2.24% | Q4 2018 | Q4 2019 | 3 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Lindbrook Capital, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.12% | 0.18% | 0.26% | Q3 2017 | Q1 2018 | 3 |
Berkeley Capital Partners, LLC | 3 | 3 | 0.72% | 0.75% | 0.80% | Q1 2018 | Q3 2018 | 3 |
Blue Edge Capital, LLC | 3 | 3 | 0.62% | 0.63% | 0.64% | Q3 2017 | Q1 2018 | 3 |
Triumph Capital Management | 3 | 3 | 0.10% | 0.18% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Congress Wealth Management LLC / DE / | 3 | 3 | 0.47% | 0.51% | 0.53% | Q1 2023 | Q3 2023 | 3 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q2 2023 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Missouri Trust & Investment Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q4 2019 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2015 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
EnTrust Global Partners Offshore LP | 2 | 2 | 2.02% | 2.22% | 2.43% | Q4 2017 | Q1 2018 | 2 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 0.64% | 0.69% | 0.75% | Q4 2016 | Q2 2017 | 2 |
Canvas Wealth Advisors, LLC | 2 | 2 | 0.37% | 0.37% | 0.38% | Q3 2021 | Q4 2021 | 2 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Bouchey Financial Group Ltd | 2 | 2 | 1.52% | 1.52% | 1.53% | Q2 2014 | Q3 2014 | 2 |
Verde Servicos Internacionais S.A. | 2 | 2 | 0.44% | 0.49% | 0.53% | Q2 2018 | Q3 2018 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2018 | 2 |
Caption Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2021 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Horizon Investments, LLC | 2 | 2 | 1.87% | 1.89% | 1.91% | Q3 2014 | Q4 2014 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.08% | 0.11% | 0.13% | Q4 2019 | Q1 2020 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
GM Advisory Group, LLC | 2 | 2 | 5.54% | 5.80% | 6.07% | Q1 2014 | Q2 2014 | 2 |
Strengthening Families & Communities, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 1.17% | 1.22% | 1.27% | Q3 2014 | Q4 2014 | 2 |
B. Riley Financial, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q4 2017 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q2 2014 | 2 |
Vestmark Advisory Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.27% | 0.55% | 0.84% | Q3 2014 | Q4 2018 | 2 |
Csenge Advisory Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.14% | 0.31% | 0.47% | Q4 2019 | Q1 2020 | 2 |
EnTrustPermal Management LLC | 2 | 2 | 2.95% | 3.77% | 4.59% | Q2 2017 | Q3 2017 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
A. D. Beadell Investment Counsel, Inc. | 2 | 2 | 0.49% | 0.60% | 0.71% | Q4 2017 | Q1 2018 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.45% | 0.53% | 0.61% | Q2 2015 | Q3 2015 | 2 |
EWG Elevate Inc. | 2 | 2 | 0.56% | 0.79% | 1.01% | Q1 2023 | Q2 2023 | 2 |
ASCEND CAPITAL, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2014 | Q1 2015 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Deer Park Road Corp | 1 | 1 | 0.07% | 0.19% | 0.31% | Q4 2018 | Q1 2023 | 2 |
Main Management ETF Advisors, LLC | 2 | 2 | 0.25% | 0.31% | 0.37% | Q4 2022 | Q1 2023 | 2 |
NEW YORK STATE COMMON RETIREMENT FUND | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
CUMBERLAND ADVISORS INC | 2 | 2 | 1.26% | 1.29% | 1.32% | Q2 2018 | Q3 2018 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Founders Financial Alliance, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
COLONY GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Greenwich Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 2 |
COWA, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 2 |
Windsor Creek Advisors, LLC | 2 | 2 | 0.08% | 0.31% | 0.53% | Q2 2021 | Q3 2021 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Turim 21 Investimentos Ltda. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Source Financial Advisors LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q2 2023 | 2 |
Gemmer Asset Management LLC | 1 | 1 | 0.05% | 0.07% | 0.09% | Q1 2014 | Q2 2017 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.07% | 1.16% | 1.25% | Q4 2013 | Q1 2014 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 2 |
Clearshares LLC | 2 | 2 | 1.81% | 1.82% | 1.82% | Q4 2017 | Q1 2018 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2015 | Q2 2015 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2017 | Q3 2017 | 1 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2017 | Q4 2017 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
XL Group Investments Ltd | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2017 | Q1 2017 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2019 | Q4 2019 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q4 2020 | Q4 2020 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2020 | Q4 2020 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Cornerstone Financial Partners, LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q4 2016 | Q4 2016 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Tarsadia Capital, LLC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q4 2019 | Q4 2019 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Context Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2015 | Q2 2015 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2017 | Q4 2017 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Brandywine Global Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2013 | Q4 2013 | 1 |
UNITED MARITIME CAPITAL LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Veritable, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
SPROTT INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
PEAK6 Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Hunting Hill Global Capital, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
Trust Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Shay Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2021 | Q2 2021 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2016 | Q4 2016 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
MANNING & NAPIER ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Manning & Napier Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2017 | Q4 2017 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Banque Cantonale Vaudoise | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Nationwide Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Orca Investment Management, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2016 | Q2 2016 | 1 |
Analyst IMS Investment Management Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WP Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
StoneX Group Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Capital Investment Counsel, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Private Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Welch Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LFS ASSET MANAGEMENT | 1 | 1 | 2.45% | 2.45% | 2.45% | Q2 2022 | Q2 2022 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
RAY GERALD L & ASSOCIATES LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Friedenthal Financial | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2023 | Q1 2023 | 1 |
Algebris Investments (UK) LLP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2017 | Q3 2017 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.