Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 73 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.03% | 0.21% | 0.51% | Q4 2012 | Q3 2023 | 44 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
ASSETMARK, INC | 41 | 41 | 0.08% | 0.36% | 0.90% | Q3 2013 | Q3 2023 | 41 |
US BANCORP \DE\ | 30 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q3 2023 | 39 |
RAYMOND JAMES & ASSOCIATES | 38 | 38 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 38 |
BlackRock Inc. | 38 | 38 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 38 |
BANK OF MONTREAL /CAN/ | 35 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
Bank of New York Mellon Corp | 18 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 34 |
JPMORGAN CHASE & CO | 18 | 14 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 32 |
Cambridge Investment Research Advisors, Inc. | 18 | 2 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q3 2023 | 32 |
AGILIS PARTNERS LLC | 20 | 11 | 1.54% | 4.17% | 11.32% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
AMERIPRISE FINANCIAL INC | 20 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 31 |
Ameritas Investment Partners, Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2022 | 31 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 21 | 1 | 0.00% | 0.83% | 2.18% | Q2 2013 | Q4 2021 | 30 |
Sage Advisory Services, Ltd.Co. | 14 | 6 | 0.03% | 1.52% | 4.04% | Q4 2014 | Q3 2023 | 30 |
FDx Advisors, Inc. | 14 | 6 | 0.06% | 0.46% | 0.98% | Q4 2014 | Q3 2023 | 30 |
Cetera Advisor Networks LLC | 30 | 30 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.02% | 0.15% | Q1 2014 | Q3 2023 | 30 |
Voya Financial Advisors, Inc. | 13 | 6 | 0.03% | 0.13% | 0.23% | Q1 2015 | Q3 2023 | 29 |
CITIGROUP INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 28 |
First Allied Advisory Services, Inc. | 27 | 27 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q3 2020 | 27 |
Allworth Financial LP | 27 | 27 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 27 |
Janney Montgomery Scott LLC | 13 | 1 | 0.00% | 0.03% | 0.16% | Q1 2015 | Q3 2023 | 27 |
Haverford Trust Co | 25 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 27 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 27 | 27 | 0.08% | 0.19% | 0.31% | Q1 2017 | Q3 2023 | 27 |
IFP Advisors, Inc | 14 | 4 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2022 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 16 | 1 | 0.04% | 0.17% | 0.49% | Q3 2013 | Q2 2021 | 25 |
Advisory Services Network, LLC | 19 | 2 | 0.00% | 0.05% | 0.24% | Q4 2015 | Q1 2023 | 25 |
CONNING INC. | 24 | 24 | 0.05% | 0.48% | 1.21% | Q1 2016 | Q4 2021 | 24 |
CWM, LLC | 12 | 3 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 23 |
ETRADE Capital Management LLC | 14 | 9 | 0.04% | 0.22% | 0.50% | Q4 2014 | Q3 2020 | 23 |
Betterment LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
NYL Investors LLC | 23 | 23 | 1.28% | 9.38% | 17.98% | Q1 2018 | Q3 2023 | 23 |
Anchor Investment Management, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2021 | 22 |
LifePlan Financial Group, Inc | 11 | 11 | 0.06% | 0.81% | 4.34% | Q2 2014 | Q3 2020 | 22 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 22 |
PRUDENTIAL PLC | 17 | 1 | 0.01% | 0.95% | 1.96% | Q1 2016 | Q3 2023 | 22 |
Advisors Asset Management, Inc. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2023 | 21 |
FIFTH THIRD BANCORP | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 21 | 21 | 0.00% | 0.01% | 0.08% | Q4 2017 | Q4 2022 | 21 |
Raymond James Financial Services Advisors, Inc. | 11 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 21 |
Concorde Asset Management, LLC | 13 | 8 | 0.15% | 0.66% | 1.31% | Q1 2015 | Q4 2020 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Simplicity Solutions, LLC | 13 | 7 | 0.01% | 0.34% | 1.60% | Q1 2015 | Q4 2020 | 20 |
BB&T SECURITIES, LLC | 14 | 5 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Private Advisor Group, LLC | 17 | 1 | 0.00% | 0.05% | 0.12% | Q4 2013 | Q2 2020 | 19 |
SUNTRUST BANKS INC | 14 | 5 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2019 | 19 |
Capital Investment Advisory Services, LLC | 16 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Steward Partners Investment Advisory, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 19 |
JAMES INVESTMENT RESEARCH INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 18 |
MML INVESTORS SERVICES, LLC | 13 | 2 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 18 |
BLAIR WILLIAM & CO/IL | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 17 |
PFS INVESTMENTS INC. | 10 | 2 | 0.09% | 0.34% | 0.88% | Q4 2017 | Q2 2023 | 17 |
WEDBUSH SECURITIES INC | 11 | 2 | 0.01% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 17 |
Carroll Financial Associates, Inc. | 11 | 5 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q4 2021 | 16 |
NEXT Financial Group, Inc | 11 | 1 | 0.01% | 0.02% | 0.07% | Q3 2014 | Q4 2021 | 16 |
Kemper Corp Master Retirement Trust | 16 | 16 | 16.36% | 30.93% | 43.65% | Q3 2019 | Q2 2023 | 16 |
Carolina Wealth Advisors, LLC | 16 | 16 | 2.36% | 2.90% | 3.80% | Q4 2019 | Q3 2023 | 16 |
Patten Group, Inc. | 14 | 2 | 0.04% | 0.17% | 0.31% | Q3 2019 | Q3 2023 | 16 |
Sound Income Strategies, LLC | 14 | 2 | 0.00% | 0.25% | 0.92% | Q4 2017 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CIBC BANK USA | 8 | 3 | 0.03% | 0.05% | 0.07% | Q1 2015 | Q4 2019 | 15 |
Pinnacle Family Advisors, LLC | 7 | 4 | 0.39% | 0.84% | 2.02% | Q1 2019 | Q3 2023 | 15 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2022 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.12% | Q2 2016 | Q4 2019 | 15 |
Cetera Advisors LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 15 |
Commonwealth Equity Services, Inc | 15 | 15 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q4 2016 | 15 |
OPPENHEIMER ASSET MANAGEMENT INC. | 9 | 5 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2020 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Belpointe Asset Management LLC | 14 | 14 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q1 2023 | 14 |
HighTower Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2023 | 14 |
HUNTINGTON NATIONAL BANK | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2018 | 14 |
BlackRock Investment Management, LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q4 2016 | 14 |
NorthCoast Asset Management LLC | 14 | 14 | 0.48% | 1.51% | 3.00% | Q2 2018 | Q3 2021 | 14 |
Transamerica Financial Advisors, Inc. | 13 | 13 | 0.00% | 0.05% | 0.34% | Q1 2015 | Q1 2018 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 2 | 0.00% | 0.02% | 0.11% | Q2 2017 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Dai-ichi Life Insurance Company, Ltd | 13 | 13 | 1.15% | 1.38% | 1.65% | Q3 2020 | Q3 2023 | 13 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 13 | 13 | 1.77% | 2.55% | 3.44% | Q4 2014 | Q4 2017 | 13 |
GARRISON POINT ADVISORS, LLC | 13 | 13 | 0.14% | 0.26% | 0.34% | Q4 2018 | Q4 2021 | 13 |
Tower Research Capital LLC (TRC) | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 13 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.22% | 0.46% | 0.86% | Q4 2020 | Q3 2023 | 12 |
WFG Advisors, LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 12 |
Regal Investment Advisors LLC | 9 | 3 | 0.06% | 0.12% | 0.28% | Q1 2015 | Q3 2023 | 12 |
Klaas Financial Asset Advisors, LLC | 12 | 12 | 0.17% | 1.08% | 2.14% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
COMERICA BANK | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 12 |
Laurel Wealth Advisors, Inc. | 7 | 5 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q4 2022 | 12 |
Investors Research Corp | 11 | 11 | 0.03% | 0.31% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.11% | 0.17% | 0.22% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 11 | 11 | 0.00% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Bluefin Trading, LLC | 5 | 1 | 0.03% | 0.14% | 0.58% | Q2 2013 | Q3 2017 | 11 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.08% | 0.30% | Q1 2017 | Q3 2023 | 11 |
Pflug Koory, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Vectors Research Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 11 |
Parallel Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 11 |
TRUIST FINANCIAL CORP | 6 | 5 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 11 |
Patriot Financial Group Insurance Agency, LLC | 6 | 5 | 0.00% | 0.03% | 0.17% | Q1 2017 | Q2 2022 | 11 |
Ancora Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 11 | 11 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q2 2020 | 11 |
Allianz Investment Management U.S. LLC | 11 | 11 | 4.49% | 6.17% | 9.12% | Q1 2021 | Q3 2023 | 11 |
Fund Evaluation Group, LLC | 10 | 1 | 0.00% | 0.92% | 5.08% | Q4 2020 | Q3 2023 | 11 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 11 |
Independent Portfolio Consultants, Inc. | 11 | 11 | 0.04% | 0.16% | 0.22% | Q4 2014 | Q2 2017 | 11 |
Leelyn Smith, LLC | 11 | 11 | 0.00% | 0.01% | 0.15% | Q4 2019 | Q2 2022 | 11 |
D.A. DAVIDSON & CO. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
SeaCrest Wealth Management, LLC | 6 | 4 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 10 |
CAPTRUST FINANCIAL ADVISORS | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
TCI Wealth Advisors, Inc. | 4 | 3 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 10 | 10 | 0.04% | 0.08% | 0.14% | Q4 2016 | Q1 2019 | 10 |
Selective Wealth Management, Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Virtu KCG Holdings LLC | 6 | 1 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q1 2017 | 10 |
WBI INVESTMENTS, LLC | 4 | 3 | 0.16% | 0.69% | 1.10% | Q3 2015 | Q1 2019 | 10 |
NORTHERN TRUST CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
BerganKDV Wealth Management, LLC | 10 | 10 | 0.06% | 0.13% | 0.18% | Q3 2017 | Q4 2019 | 10 |
Sowell Financial Services LLC | 10 | 10 | 0.00% | 0.03% | 0.10% | Q3 2019 | Q4 2021 | 10 |
Qube Research & Technologies Ltd | 9 | 1 | 0.00% | 0.02% | 0.18% | Q4 2019 | Q3 2023 | 10 |
Retirement Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
SEI INVESTMENTS CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 9 |
Baird Financial Group, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2022 | 9 |
Fortis Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q1 2023 | 9 |
Endurance Wealth Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 8 | 1 | 0.05% | 1.20% | 2.27% | Q2 2015 | Q2 2021 | 9 |
CLIENT 1ST ADVISORY GROUP, LLC | 9 | 9 | 0.12% | 0.68% | 1.72% | Q1 2021 | Q1 2023 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q2 2017 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
KANALY TRUST CO | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2016 | 9 |
Boltwood Capital Management | 9 | 9 | 0.08% | 0.40% | 0.79% | Q4 2021 | Q4 2023 | 9 |
Neuberger Berman Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.05% | 0.14% | Q2 2016 | Q4 2021 | 8 |
55I, LLC | 5 | 3 | 0.02% | 0.18% | 0.53% | Q1 2020 | Q1 2022 | 8 |
M&T BANK CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 8 |
Litman Gregory Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.02% | 0.32% | 1.44% | Q4 2020 | Q3 2022 | 8 |
Integrated Wealth Concepts LLC | 6 | 2 | 0.01% | 0.24% | 1.33% | Q4 2020 | Q3 2023 | 8 |
ALBION FINANCIAL GROUP /UT | 5 | 1 | 0.00% | 0.16% | 0.49% | Q4 2020 | Q1 2023 | 8 |
Strategic Blueprint, LLC | 7 | 1 | 0.00% | 0.06% | 0.15% | Q3 2019 | Q3 2022 | 8 |
BENJAMIN EDWARDS INC | 6 | 1 | 0.04% | 0.70% | 1.53% | Q1 2019 | Q4 2021 | 8 |
MSI Financial Services Inc | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2016 | 8 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q1 2023 | 8 |
EPG Wealth Management LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
WASHINGTON TRUST BANK | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2017 | 8 |
Connectus Wealth, LLC | 7 | 7 | 0.16% | 0.26% | 0.37% | Q1 2022 | Q3 2023 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 1 | 0.01% | 0.45% | 0.96% | Q1 2020 | Q1 2022 | 7 |
Insight Wealth Strategies, LLC | 4 | 3 | 0.04% | 0.36% | 0.71% | Q2 2019 | Q2 2021 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 7 |
Realta Investment Advisors | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q2 2023 | 7 |
D'Orazio & Associates, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 7 |
DEUTSCHE BANK AG\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2020 | 7 |
CLEAR STREET MARKETS LLC | 4 | 1 | 0.06% | 0.34% | 0.83% | Q2 2014 | Q1 2019 | 7 |
Stadion Money Management, LLC | 6 | 1 | 0.01% | 0.10% | 0.13% | Q3 2014 | Q3 2017 | 7 |
Copperleaf Capital, LLC | 7 | 7 | 0.42% | 1.57% | 2.07% | Q1 2021 | Q3 2022 | 7 |
Avior Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2022 | 7 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 2.44% | 8.85% | Q4 2014 | Q3 2023 | 7 |
WealthShield Partners, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 7 |
Ironwood Financial, llc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Pacific Wealth Management | 7 | 7 | 0.78% | 1.34% | 2.47% | Q4 2021 | Q2 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q4 2022 | 7 |
Horizons Wealth Management | 7 | 7 | 0.12% | 0.32% | 0.47% | Q2 2022 | Q4 2023 | 7 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Private Ocean, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Miracle Mile Advisors, LLC | 6 | 6 | 0.01% | 0.44% | 0.84% | Q2 2022 | Q3 2023 | 6 |
Destiny Wealth Partners, LLC | 4 | 2 | 0.01% | 0.04% | 0.14% | Q4 2020 | Q2 2022 | 6 |
Lineweaver Wealth Advisors, LLC | 6 | 6 | 1.79% | 2.59% | 3.19% | Q4 2019 | Q1 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2015 | 6 |
Astor Investment Management LLC | 2 | 2 | 0.02% | 0.10% | 0.29% | Q4 2017 | Q4 2021 | 6 |
TDAM USA INC. | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2017 | 6 |
Renaissance Technologies | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 6 |
Semmax Financial Advisors Inc. | 5 | 1 | 0.00% | 0.05% | 0.30% | Q4 2020 | Q3 2023 | 6 |
Truepoint, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q1 2017 | 6 |
Crew Capital Management, Ltd. | 6 | 6 | 0.25% | 0.27% | 0.28% | Q1 2021 | Q2 2022 | 6 |
FOCUS Wealth Advisors, LLC | 6 | 6 | 1.11% | 1.37% | 1.60% | Q4 2020 | Q1 2022 | 6 |
PARK AVENUE SECURITIES LLC | 4 | 1 | 0.02% | 0.32% | 0.76% | Q3 2015 | Q2 2021 | 6 |
Saba Capital Management, L.P. | 2 | 1 | 0.01% | 0.13% | 0.23% | Q2 2013 | Q3 2015 | 6 |
GUGGENHEIM CAPITAL LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 6 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2021 | 6 |
Liberty Mutual Group Asset Management Inc. | 4 | 2 | 0.87% | 11.49% | 32.24% | Q1 2017 | Q3 2023 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
CREDIT SUISSE AG/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2014 | 5 |
Stratos Wealth Partners, LTD. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 5 | 5 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q4 2022 | 5 |
Brinker Capital Investments, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 5 |
Mutual Advisors, LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q2 2023 | 5 |
Meadow Creek Wealth Advisors LLC | 4 | 1 | 0.42% | 0.52% | 0.74% | Q4 2019 | Q3 2022 | 5 |
UBS ASSET MANAGEMENT AMERICAS INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 5 |
Sigma Planning Corp | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Tennessee Valley Asset Management Partners | 5 | 5 | 1.64% | 3.98% | 4.64% | Q3 2022 | Q3 2023 | 5 |
Richard Bernstein Advisors LLC | 5 | 5 | 0.14% | 0.16% | 0.18% | Q4 2020 | Q4 2021 | 5 |
PROTECTIVE LIFE CORP | 5 | 5 | 2.95% | 3.32% | 3.48% | Q2 2022 | Q2 2023 | 5 |
Summit Place Financial Advisors, LLC | 5 | 5 | 0.28% | 0.37% | 0.49% | Q1 2021 | Q1 2022 | 5 |
KEMPER Corp | 4 | 1 | 6.43% | 9.45% | 11.32% | Q1 2018 | Q4 2019 | 5 |
Gradient Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
ALLIANCEBERNSTEIN L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 5 |
GSB Wealth Management, LLC | 5 | 5 | 0.09% | 0.50% | 0.88% | Q3 2022 | Q3 2023 | 5 |
Parkside Financial Bank & Trust | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2016 | 5 |
Wealthfront Advisers LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FLC Capital Advisors | 4 | 1 | 0.08% | 0.32% | 0.54% | Q3 2020 | Q4 2021 | 5 |
Financial Architects, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.04% | 0.07% | Q3 2015 | Q3 2016 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.18% | 0.24% | 0.34% | Q4 2016 | Q4 2017 | 5 |
Placemark Investments, Inc. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 5 |
BLACKROCK ADVISORS LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 5 |
Atria Wealth Solutions, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Mid-American Wealth Advisory Group, Inc. | 2 | 2 | 0.28% | 2.39% | 3.70% | Q4 2021 | Q3 2023 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
VIVID FINANCIAL MANAGEMENT, INC. | 4 | 4 | 0.78% | 1.07% | 1.44% | Q1 2021 | Q4 2021 | 4 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.28% | 0.63% | Q4 2021 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
GeoWealth Management, LLC | 4 | 4 | 0.04% | 0.09% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Capital Asset Advisory Services LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 4 |
CAPE COD FIVE CENTS SAVINGS BANK | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2015 | Q3 2016 | 4 |
CITY HOLDING CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RiverFront Investment Group, LLC | 4 | 4 | 0.35% | 0.82% | 1.64% | Q4 2022 | Q3 2023 | 4 |
STEPHENS INC /AR/ | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 4 |
Jefferies Group LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2014 | 4 |
Checchi Capital Advisers, LLC | 4 | 4 | 0.03% | 0.06% | 0.13% | Q4 2022 | Q3 2023 | 4 |
SIGNATUREFD, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Vigilant Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 4 |
Brookstone Capital Management | 4 | 4 | 0.16% | 0.32% | 0.47% | Q1 2016 | Q4 2016 | 4 |
MCF Advisors LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
ShoreHaven Wealth Partners, LLC | 4 | 4 | 0.92% | 1.36% | 1.55% | Q1 2022 | Q4 2022 | 4 |
STOCK YARDS BANK & TRUST CO | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q2 2017 | 4 |
Lloyd Advisory Services, LLC. | 4 | 4 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Koshinski Asset Management, Inc. | 4 | 4 | 0.03% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Cypress Wealth Services, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q1 2021 | 4 |
Source Financial Advisors LLC | 4 | 4 | 0.13% | 0.28% | 0.53% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 4 |
DEERE & CO | 4 | 4 | 5.35% | 6.24% | 7.87% | Q4 2022 | Q3 2023 | 4 |
Ellis Investment Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
CUTLER INVESTMENT COUNSEL LLC | 4 | 4 | 0.09% | 0.65% | 1.05% | Q4 2014 | Q3 2015 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.09% | 0.17% | Q1 2021 | Q4 2021 | 4 |
Zions Bancorporation, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Kestra Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.15% | 0.23% | 0.28% | Q4 2022 | Q3 2023 | 4 |
SPINNAKER TRUST | 4 | 4 | 0.02% | 0.77% | 1.07% | Q2 2021 | Q1 2022 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BAILARD, INC. | 3 | 3 | 0.11% | 0.16% | 0.19% | Q2 2019 | Q4 2019 | 3 |
KCS Wealth Advisory | 2 | 1 | 0.00% | 0.20% | 0.34% | Q3 2019 | Q4 2022 | 3 |
SevenBridge Financial Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2016 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.00% | 0.06% | 0.12% | Q2 2018 | Q2 2021 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LexAurum Advisors, LLC | 2 | 1 | 0.08% | 0.13% | 0.17% | Q1 2021 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Horst & Graben Wealth Management LLC | 3 | 3 | 0.10% | 0.79% | 1.32% | Q1 2021 | Q3 2021 | 3 |
Wayfinding Financial, LLC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Banque Cantonale Vaudoise | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Visionary Wealth Advisors | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q2 2021 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.16% | 0.36% | Q3 2017 | Q2 2018 | 3 |
Carnegie Capital Asset Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q2 2021 | 3 |
BlackRock Institutional Trust Company, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Teamwork Financial Advisors, LLC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q3 2021 | 3 |
Cutler Group LLC / CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 3 |
MID CONTINENT CAPITAL LLC/IL | 3 | 3 | 0.04% | 0.07% | 0.10% | Q1 2015 | Q3 2015 | 3 |
Private Advisory Group LLC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q2 2019 | Q4 2019 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 3 |
STATE OF WISCONSIN INVESTMENT BOARD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LAZARD ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.04% | 0.06% | 0.09% | Q1 2017 | Q2 2021 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
SIMPLEX TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
VICUS CAPITAL | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q2 2017 | 3 |
Israel Discount Bank of New York | 3 | 3 | 1.00% | 1.11% | 1.19% | Q1 2023 | Q3 2023 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 3 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.26% | 0.76% | Q1 2022 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 2 | 1 | 0.02% | 0.28% | 0.52% | Q1 2019 | Q2 2021 | 3 |
Hilltop Holdings Inc. | 2 | 2 | 0.04% | 0.32% | 0.59% | Q2 2023 | Q3 2023 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2018 | Q3 2018 | 2 |
Truadvice, LLC | 2 | 2 | 0.19% | 0.41% | 0.64% | Q4 2020 | Q1 2021 | 2 |
Great Diamond Partners, LLC | 1 | 1 | 0.19% | 0.25% | 0.31% | Q4 2020 | Q2 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 2 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 2 |
Jenkins Wealth | 1 | 1 | 1.34% | 1.39% | 1.44% | Q4 2021 | Q4 2022 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 2 |
Spectrum Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Affiance Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
SlateStone Wealth, LLC | 2 | 2 | 1.24% | 1.36% | 1.49% | Q2 2023 | Q3 2023 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2020 | Q4 2020 | 2 |
NWAM LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q1 2022 | 2 |
RONALD BLUE & CO LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 1.83% | 1.84% | 1.84% | Q3 2019 | Q4 2019 | 2 |
FIRST INTERSTATE BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
WESBANCO BANK INC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q1 2021 | Q2 2021 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Spectrum Planning & Advisory Services Inc. | 2 | 2 | 1.08% | 1.46% | 1.83% | Q1 2021 | Q2 2021 | 2 |
Greytown Advisors Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q1 2023 | 2 |
Savior LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
FIRST AMERICAN TRUST, FSB | 2 | 2 | 1.62% | 2.22% | 2.82% | Q3 2016 | Q4 2016 | 2 |
RFG Advisory, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.27% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Cardinal Strategic Wealth Guidance | 2 | 2 | 1.00% | 1.31% | 1.61% | Q1 2021 | Q2 2021 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.06% | 0.17% | 0.28% | Q2 2013 | Q4 2013 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q2 2021 | 2 |
TNF LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Austin Private Wealth, LLC | 2 | 2 | 0.30% | 0.43% | 0.56% | Q1 2021 | Q2 2021 | 2 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 1.36% | 1.52% | 1.67% | Q1 2016 | Q2 2016 | 2 |
Bank of Kentucky, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 5.59% | 5.62% | 5.65% | Q4 2018 | Q2 2019 | 2 |
RHS Financial, LLC | 1 | 1 | 0.18% | 0.19% | 0.20% | Q2 2021 | Q1 2023 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Tevis Investment Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2017 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 2 | 0.34% | 0.39% | 0.43% | Q1 2021 | Q2 2021 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2016 | Q2 2016 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2016 | Q2 2016 | 2 |
ALLSTATE CORP | 2 | 2 | 0.10% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2014 | Q1 2015 | 2 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2015 | Q1 2016 | 2 |
Crabel Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q2 2021 | 2 |
NBT BANK N A /NY | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Marcum Wealth, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
SouthState Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Scarborough Advisors, LLC | 2 | 2 | 1.45% | 1.65% | 1.86% | Q4 2021 | Q1 2022 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 2 | 0.49% | 0.53% | 0.58% | Q1 2022 | Q2 2022 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
Hudock, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
One Wealth Advisors, LLC | 2 | 2 | 0.41% | 0.46% | 0.51% | Q1 2021 | Q2 2021 | 2 |
Econ Financial Services Corp | 2 | 2 | 3.22% | 3.39% | 3.57% | Q1 2023 | Q2 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 2 |
H&H Retirement Design & Management INC | 2 | 2 | 0.29% | 0.30% | 0.32% | Q2 2022 | Q3 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Iron Horse Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Cooper Financial Group | 2 | 2 | 0.80% | 1.06% | 1.32% | Q1 2021 | Q2 2021 | 2 |
Horizon Investments, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Autonomy Capital (Jersey) L.P. | 1 | 1 | 1.72% | 1.72% | 1.72% | Q4 2022 | Q4 2022 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q1 2018 | Q1 2018 | 1 |
Tri-Star Advisors Inc. | 1 | 1 | 1.09% | 1.09% | 1.09% | Q3 2020 | Q3 2020 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 1.86% | 1.86% | 1.86% | Q3 2023 | Q3 2023 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Leucadia National | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Madison Wealth Partners, Inc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
NTV ASSET MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Biondo Investment Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2014 | Q2 2014 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
S.A. Mason LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TBH Global Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2016 | Q3 2016 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2016 | Q3 2016 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q4 2022 | Q4 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Addison Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WESTERN FINANCIAL Corp | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
WealthOne, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Centric Wealth Management | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2022 | Q1 2022 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CABANA LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
Capital Square, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Range Financial Group LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2021 | Q1 2021 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Professional Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Strategic Advocates LLC | 1 | 1 | 5.05% | 5.05% | 5.05% | Q3 2023 | Q3 2023 | 1 |
Midwest Heritage Bank, FSB | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.