Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 68 |
Cutler Group LLC / CA | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 54 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 48 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 46 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 44 |
HUNTINGTON NATIONAL BANK | 18 | 1 | 0.00% | 0.01% | 0.04% | Q3 2009 | Q3 2023 | 43 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.01% | 0.20% | 0.73% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 35 | 6 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 41 |
JPMORGAN CHASE & CO | 27 | 14 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Evanson Asset Management, LLC | 40 | 40 | 0.08% | 0.27% | 0.95% | Q4 2013 | Q3 2023 | 40 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
SCOTIA CAPITAL INC. | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 37 |
GOLDMAN SACHS GROUP INC | 24 | 1 | 0.00% | 0.00% | 0.03% | Q1 2012 | Q3 2023 | 37 |
HighTower Advisors, LLC | 32 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 36 |
Cambridge Investment Research Advisors, Inc. | 30 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 36 |
JANE STREET GROUP, LLC | 25 | 2 | 0.00% | 0.03% | 0.32% | Q1 2014 | Q3 2023 | 34 |
CAPTRUST FINANCIAL ADVISORS | 13 | 9 | 0.00% | 0.08% | 0.61% | Q2 2013 | Q2 2022 | 34 |
AMERIPRISE FINANCIAL INC | 24 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.03% | 0.21% | Q4 2013 | Q3 2023 | 33 |
LPL Financial LLC | 26 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
Crestone Asset Management LLC | 32 | 32 | 0.05% | 4.97% | 15.70% | Q4 2015 | Q3 2023 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 32 |
FIRST HAWAIIAN BANK | 32 | 32 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 32 |
OPTIMUM INVESTMENT ADVISORS | 24 | 7 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2023 | 31 |
STIFEL FINANCIAL CORP | 21 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 31 |
BARCLAYS PLC | 26 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 31 |
Cetera Advisor Networks LLC | 18 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2023 | 30 |
US BANCORP \DE\ | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 29 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 13 | 1 | 0.00% | 6.03% | 21.00% | Q2 2013 | Q3 2023 | 29 |
Veritable, L.P. | 22 | 7 | 0.00% | 0.02% | 0.06% | Q4 2012 | Q1 2020 | 29 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 28 |
IFP Advisors, Inc | 17 | 10 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q3 2023 | 27 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2020 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2019 | 27 |
WASHINGTON CAPITAL MANAGEMENT, INC | 27 | 27 | 0.19% | 0.29% | 0.43% | Q1 2017 | Q3 2023 | 27 |
DEUTSCHE BANK AG\ | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 26 |
Mariner, LLC | 19 | 7 | 0.00% | 0.07% | 0.31% | Q2 2015 | Q3 2023 | 26 |
NOMURA ASSET MANAGEMENT CO LTD | 21 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2022 | 26 |
FINANCIAL COUNSELORS INC | 13 | 12 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2019 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
Lowe Wealth Advisors, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2020 | 24 |
PNC FINANCIAL SERVICES GROUP, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Chandler Asset Management, Inc. | 24 | 24 | 0.10% | 0.18% | 0.35% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.05% | 0.11% | 0.49% | Q4 2017 | Q3 2023 | 24 |
Parallel Advisors, LLC | 23 | 23 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Paradigm Financial Advisors, LLC | 9 | 1 | 0.04% | 0.19% | 1.10% | Q1 2014 | Q4 2021 | 23 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2019 | 23 |
BANK OF NOVA SCOTIA | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Geneos Wealth Management Inc. | 16 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 23 |
THOMPSON SIEGEL & WALMSLEY LLC | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2018 | 22 |
Zhang Financial LLC | 20 | 2 | 0.11% | 0.57% | 1.09% | Q1 2012 | Q3 2017 | 22 |
Israel Discount Bank of New York | 17 | 1 | 0.15% | 0.94% | 1.81% | Q1 2017 | Q3 2023 | 22 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.01% | 0.20% | 0.88% | Q1 2015 | Q3 2023 | 21 |
Neuberger Berman Group LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 21 |
COMERICA BANK | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONNING INC. | 20 | 20 | 0.01% | 0.03% | 0.07% | Q3 2016 | Q2 2021 | 20 |
THOMPSON DAVIS & CO., INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 20 |
Sumitomo Mitsui Trust Holdings, Inc. | 17 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 20 |
FMR LLC | 14 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 17 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 20 |
DAVIS R M INC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
American Portfolios Advisors | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2022 | 19 |
NORTHERN TRUST CORP | 14 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 19 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.01% | 0.20% | 0.63% | Q1 2017 | Q3 2023 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
FIFTH THIRD BANCORP | 14 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 18 |
AMERICAN CENTURY COMPANIES INC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Proficio Capital Partners LLC | 15 | 1 | 0.00% | 1.59% | 5.73% | Q4 2015 | Q2 2022 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 18 |
Lenox Wealth Advisors, LLC | 13 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 18 |
LINCOLN NATIONAL CORP | 10 | 8 | 0.01% | 0.02% | 0.13% | Q4 2013 | Q3 2023 | 18 |
American Research & Management Co. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
PATTON FUND MANAGEMENT, INC. | 18 | 18 | 0.67% | 1.53% | 2.50% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.04% | 0.15% | Q3 2019 | Q3 2023 | 17 |
Ziegler Capital Management, LLC | 15 | 2 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 17 |
C M BIDWELL & ASSOCIATES LTD | 17 | 17 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2021 | 17 |
Cranbrook Wealth Management, LLC | 16 | 1 | 0.00% | 0.06% | 0.43% | Q4 2013 | Q3 2018 | 17 |
Fieldpoint Private Securities, LLC | 10 | 7 | 0.00% | 0.08% | 0.30% | Q3 2017 | Q2 2022 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 16 |
BANK OF MONTREAL /CAN/ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
AXA S.A. | 12 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 16 |
Mirae Asset Global Investments Co., Ltd. | 8 | 1 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q4 2021 | 16 |
Cordant, Inc. | 16 | 16 | 0.05% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 16 |
First Horizon Advisors, Inc. | 11 | 1 | 0.00% | 0.03% | 0.42% | Q1 2012 | Q2 2022 | 16 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 16 |
STEPHENS INC /AR/ | 14 | 2 | 0.02% | 0.03% | 0.11% | Q2 2015 | Q2 2022 | 16 |
Aspen Investment Management Inc | 15 | 15 | 0.15% | 0.17% | 0.19% | Q1 2016 | Q3 2019 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
PARSONS CAPITAL MANAGEMENT INC/RI | 8 | 7 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
AE Wealth Management LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 15 |
NATIONAL PLANNING CORP | 12 | 3 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2017 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q4 2016 | 15 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
1st Global Advisors, Inc. | 15 | 15 | 0.03% | 1.80% | 14.07% | Q2 2013 | Q4 2016 | 15 |
KEYBANK NATIONAL ASSOCIATION/OH | 11 | 3 | 0.00% | 0.02% | 0.06% | Q4 2012 | Q2 2022 | 14 |
PIN OAK INVESTMENT ADVISORS INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q2 2019 | 14 |
People's United Financial, Inc. | 14 | 14 | 0.01% | 0.13% | 0.72% | Q4 2016 | Q1 2020 | 14 |
BlackRock Japan Co. Ltd | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 14 |
Rockefeller Capital Management L.P. | 8 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 14 |
QCI ASSET MANAGEMENT INC/NY | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 13 |
Boltwood Capital Management | 13 | 13 | 0.10% | 0.23% | 0.47% | Q4 2016 | Q4 2019 | 13 |
Allworth Financial LP | 10 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 13 |
Capital Analysts, LLC | 8 | 5 | 0.00% | 0.45% | 0.94% | Q4 2012 | Q3 2018 | 13 |
SUMITOMO LIFE INSURANCE CO | 13 | 13 | 0.38% | 1.26% | 2.67% | Q3 2020 | Q3 2023 | 13 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 9 | 2 | 0.18% | 0.55% | 2.04% | Q3 2018 | Q3 2023 | 13 |
Jacobi Capital Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 13 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 12 | 0.06% | 0.13% | 0.24% | Q2 2013 | Q1 2016 | 12 |
Ausdal Financial Partners, Inc. | 12 | 12 | 0.18% | 0.21% | 0.24% | Q4 2015 | Q3 2018 | 12 |
Johnson Financial Group, Inc. | 12 | 12 | 0.01% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Twele Capital Management, Inc. | 12 | 12 | 0.17% | 0.46% | 0.56% | Q2 2013 | Q1 2016 | 12 |
Larson Financial Group LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
AdvisorNet Financial, Inc | 7 | 5 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q1 2023 | 12 |
PINNACLE FINANCIAL PARTNERS INC | 12 | 12 | 0.00% | 0.07% | 0.13% | Q3 2014 | Q2 2017 | 12 |
Janney Montgomery Scott LLC | 6 | 2 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q2 2022 | 12 |
PRUDENTIAL PLC | 5 | 1 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q3 2023 | 12 |
Inscription Capital, LLC | 9 | 3 | 0.39% | 1.19% | 1.71% | Q3 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
CENTRAL BANK & TRUST CO | 12 | 12 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q1 2016 | 12 |
Capital Directions Investment Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 11 |
SYNOVUS FINANCIAL CORP | 7 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2022 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.02% | 0.05% | 0.12% | Q1 2014 | Q1 2017 | 11 |
COMERICA SECURITIES INC | 8 | 1 | 0.15% | 1.19% | 2.35% | Q2 2013 | Q4 2016 | 11 |
Alhambra Investment Management LLC | 11 | 11 | 0.16% | 0.24% | 0.38% | Q4 2019 | Q2 2022 | 11 |
Krilogy Financial LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 11 |
Private Ocean, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 9 | 1 | 1.99% | 3.85% | 8.38% | Q1 2021 | Q3 2023 | 10 |
TPB WEALTH ADVISORS | 10 | 10 | 0.34% | 2.65% | 8.16% | Q4 2020 | Q1 2023 | 10 |
MONROE BANK & TRUST/MI | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 10 |
Human Investing LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 10 |
PITCAIRN CO | 8 | 1 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2020 | 10 |
Pinnacle Wealth Management Advisory Group, LLC | 10 | 10 | 0.16% | 0.22% | 0.27% | Q2 2021 | Q3 2023 | 10 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2017 | 10 |
WESBANCO BANK INC | 10 | 10 | 0.03% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 10 |
K.J. Harrison & Partners Inc | 10 | 10 | 0.06% | 0.12% | 0.30% | Q3 2016 | Q4 2018 | 10 |
BNP PARIBAS FINANCIAL MARKETS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Perigon Wealth Management, LLC | 7 | 1 | 0.00% | 0.05% | 0.11% | Q3 2011 | Q3 2023 | 10 |
Kistler-Tiffany Companies, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
TD ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Cetera Advisors LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q2 2023 | 10 |
PINNACLE ASSOCIATES LTD | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.08% | Q4 2017 | Q3 2023 | 9 |
Ellis Investment Partners, LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 9 |
Madden Advisory Services, Inc. | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 9 |
Mascoma Wealth Management LLC | 9 | 9 | 0.00% | 0.05% | 0.16% | Q3 2021 | Q3 2023 | 9 |
BESSEMER GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 9 |
Harvest Fund Management Co., Ltd | 5 | 4 | 0.00% | 0.12% | 0.36% | Q4 2016 | Q1 2023 | 9 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q4 2022 | 9 |
Prospera Financial Services Inc | 9 | 9 | 0.05% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Wealth Advisory Solutions, LLC | 6 | 3 | 0.00% | 0.36% | 0.51% | Q1 2021 | Q2 2023 | 9 |
EFG Asset Management (Americas) Corp. | 7 | 2 | 0.05% | 0.12% | 0.20% | Q1 2015 | Q2 2018 | 9 |
Shamrock Asset Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
Vivaldi Capital Management LP | 8 | 1 | 0.00% | 0.36% | 1.60% | Q1 2017 | Q2 2019 | 9 |
UNITED BANK, INC. | 6 | 3 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q3 2015 | 9 |
OPPENHEIMER & CO INC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 9 |
Claraphi Advisory Network, LLC | 7 | 1 | 0.00% | 0.28% | 0.78% | Q3 2019 | Q3 2022 | 9 |
Financial Architects, Inc | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
MUFG Americas Holdings Corp | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2011 | Q3 2022 | 8 |
FIFTH THIRD SECURITIES, INC. | 4 | 1 | 0.09% | 0.32% | 0.65% | Q1 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Gerstein Fisher | 8 | 8 | 0.05% | 1.75% | 2.84% | Q4 2014 | Q3 2016 | 8 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.21% | 0.32% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Nuveen Asset Management, LLC | 8 | 8 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q1 2015 | 8 |
STEEL GROVE CAPITAL ADVISORS, LLC | 8 | 8 | 0.06% | 0.10% | 0.18% | Q2 2016 | Q1 2018 | 8 |
Intelligence Driven Advisers, LLC | 8 | 8 | 0.05% | 0.09% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
TWO SIGMA SECURITIES, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.05% | 0.43% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Rehmann Capital Advisory Group | 7 | 1 | 0.01% | 0.05% | 0.27% | Q4 2011 | Q3 2019 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.27% | 0.32% | 0.50% | Q4 2021 | Q3 2023 | 8 |
COMERICA SECURITIES,INC. | 8 | 8 | 0.02% | 0.20% | 0.60% | Q2 2021 | Q1 2023 | 8 |
CBIZ Investment Advisory Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Arlington Partners LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q2 2023 | 8 |
Stratos Wealth Partners, LTD. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 8 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
CREDIT SUISSE AG/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2022 | 8 |
MACKENZIE FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2023 | 8 |
Retirement Planning Group, LLC | 7 | 7 | 0.08% | 0.15% | 0.18% | Q2 2013 | Q4 2014 | 7 |
Cadent Capital Advisors, LLC | 7 | 7 | 0.21% | 1.16% | 2.58% | Q1 2022 | Q3 2023 | 7 |
Brick & Kyle, Associates | 7 | 7 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q2 2016 | 7 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 7 |
Stephens Consulting, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
PRIVATE CAPITAL MANAGEMENT INC | 7 | 7 | 0.16% | 0.33% | 0.48% | Q4 2015 | Q2 2017 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 7 |
WHITTIER TRUST CO OF NEVADA INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 7 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 7 | 7 | 0.06% | 0.13% | 0.16% | Q2 2013 | Q4 2014 | 7 |
St. Louis Trust Co | 4 | 3 | 0.07% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Capital Advisory Group Advisory Services, LLC | 7 | 7 | 0.29% | 0.36% | 0.41% | Q1 2022 | Q3 2023 | 7 |
SUNTRUST BANKS INC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
ENTERPRISE FINANCIAL SERVICES CORP | 7 | 7 | 0.05% | 0.08% | 0.09% | Q2 2013 | Q4 2014 | 7 |
BlackRock Group LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q4 2014 | 7 |
Fusion Family Wealth LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.00% | 0.02% | 0.07% | Q1 2013 | Q3 2014 | 7 |
NewEdge Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
ASPIRIANT, LLC | 4 | 3 | 0.01% | 0.14% | 0.89% | Q4 2014 | Q4 2016 | 7 |
Cornerstone Advisors, Inc. | 7 | 7 | 0.04% | 0.11% | 0.21% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Doyle Wealth Management | 7 | 7 | 0.08% | 0.12% | 0.16% | Q1 2021 | Q3 2022 | 7 |
SII INVESTMENTS INC/WI | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2017 | 7 |
Brightworth | 6 | 1 | 0.04% | 0.08% | 0.12% | Q3 2017 | Q3 2019 | 7 |
Salient Capital Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.18% | 0.26% | 0.34% | Q4 2015 | Q2 2017 | 7 |
FCG ADVISORS, LLC | 6 | 6 | 0.34% | 0.38% | 0.42% | Q2 2013 | Q3 2014 | 6 |
WHITTIER TRUST CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2021 | 6 |
PRUDENTIAL FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
RELIANCE TRUST CO OF DELAWARE | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 6 |
Brio Consultants, LLC | 6 | 6 | 0.05% | 0.65% | 1.80% | Q4 2018 | Q1 2020 | 6 |
Horan Securities, Inc. | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2019 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 6 |
Anfield Capital Management, LLC | 6 | 6 | 0.83% | 0.91% | 1.05% | Q2 2022 | Q3 2023 | 6 |
Key FInancial Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Jaffetilchin Investment Partners, LLC | 6 | 6 | 0.06% | 0.15% | 0.19% | Q4 2018 | Q1 2020 | 6 |
AlphaMark Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 6 |
Select Asset Management & Trust | 6 | 6 | 0.37% | 2.28% | 2.96% | Q1 2021 | Q2 2022 | 6 |
Intellectus Partners, LLC | 5 | 1 | 0.18% | 0.20% | 0.22% | Q3 2017 | Q1 2019 | 6 |
Sigma Planning Corp | 4 | 1 | 0.01% | 0.04% | 0.11% | Q4 2014 | Q4 2022 | 6 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 6 |
RATIONAL ADVISORS LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Prime Capital Investment Advisors, LLC | 6 | 6 | 0.16% | 0.81% | 3.39% | Q3 2018 | Q4 2019 | 6 |
Banco de Sabadell, S.A | 6 | 6 | 0.22% | 0.27% | 0.30% | Q4 2017 | Q1 2019 | 6 |
SIMON QUICK ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2021 | 6 |
Sowell Financial Services LLC | 3 | 1 | 0.01% | 0.04% | 0.12% | Q3 2020 | Q2 2022 | 6 |
Sierra Capital LLC | 6 | 6 | 0.49% | 0.83% | 1.59% | Q2 2021 | Q3 2022 | 6 |
INR ADVISORY SERVICES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Lattice Strategies LLC | 6 | 6 | 0.55% | 0.60% | 0.64% | Q2 2013 | Q3 2014 | 6 |
Sandy Spring Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q2 2017 | 6 |
MONECO Advisors, LLC | 6 | 6 | 0.58% | 0.88% | 1.23% | Q2 2022 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 6 |
PALLADIUM PARTNERS LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.06% | 0.08% | Q1 2014 | Q2 2015 | 6 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 6 | 6 | 0.19% | 0.22% | 0.26% | Q1 2022 | Q2 2023 | 6 |
SkyView Investment Advisors, LLC | 5 | 5 | 0.04% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.12% | 0.17% | Q1 2019 | Q3 2020 | 5 |
Antonetti Capital Management LLC | 5 | 5 | 0.20% | 0.23% | 0.26% | Q2 2013 | Q2 2014 | 5 |
Cetera Investment Advisers | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 5 | 5 | 0.03% | 0.05% | 0.06% | Q1 2018 | Q1 2019 | 5 |
CSS LLC/IL | 4 | 4 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q4 2021 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.18% | 0.20% | 0.24% | Q3 2022 | Q3 2023 | 5 |
KBC Group NV | 5 | 5 | 0.06% | 0.11% | 0.14% | Q2 2013 | Q2 2014 | 5 |
Money Design Co.,Ltd. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2020 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Rafferty Asset Management, LLC | 3 | 2 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2014 | 5 |
GeoWealth Management, LLC | 5 | 5 | 0.04% | 0.16% | 0.51% | Q2 2019 | Q2 2020 | 5 |
iAB Financial Bank | 5 | 5 | 0.18% | 0.20% | 0.21% | Q2 2013 | Q2 2014 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.29% | 0.87% | 1.46% | Q4 2021 | Q4 2022 | 5 |
Prestige Wealth Management Group LLC | 5 | 5 | 0.03% | 0.11% | 0.15% | Q2 2021 | Q2 2022 | 5 |
CWM, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Argent Trust Co | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 5 |
ACG Wealth | 5 | 5 | 0.09% | 0.13% | 0.20% | Q2 2021 | Q2 2022 | 5 |
PARK AVENUE SECURITIES LLC | 5 | 5 | 0.02% | 0.07% | 0.15% | Q2 2021 | Q2 2022 | 5 |
TOMPKINS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 5 |
Fortune 45 LLC | 5 | 5 | 1.83% | 4.58% | 6.04% | Q1 2022 | Q1 2023 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
M&T BANK CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Robinson Value Management, Ltd. | 5 | 5 | 0.40% | 0.50% | 0.58% | Q2 2021 | Q2 2022 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.13% | 0.29% | 0.40% | Q4 2014 | Q4 2015 | 5 |
CONGRESS ASSET MANAGEMENT CO /MA | 5 | 5 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q1 2019 | 5 |
Schoolcraft Capital LLC | 5 | 5 | 0.42% | 0.71% | 0.82% | Q1 2019 | Q1 2020 | 5 |
Beacon Pointe Advisors, LLC | 5 | 5 | 0.06% | 0.08% | 0.12% | Q4 2018 | Q4 2019 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Almanack Investment Partners, LLC. | 3 | 2 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2022 | 5 |
FIRST MANHATTAN CO. LLC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 5 |
EPG Wealth Management LLC | 4 | 1 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 5 |
Eos Management, L.P. | 5 | 5 | 0.26% | 0.28% | 0.31% | Q1 2018 | Q1 2019 | 5 |
BRIDGES INVESTMENT MANAGEMENT INC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q2 2014 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Capstone Financial Advisors, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
Citizens Business Bank | 4 | 4 | 0.06% | 0.10% | 0.12% | Q1 2014 | Q4 2014 | 4 |
NWAM LLC | 4 | 4 | 0.37% | 0.40% | 0.42% | Q1 2013 | Q4 2013 | 4 |
NEXT Financial Group, Inc | 2 | 2 | 0.01% | 0.02% | 0.05% | Q3 2014 | Q4 2016 | 4 |
Braver Wealth Management, LLC | 4 | 4 | 0.08% | 0.08% | 0.10% | Q4 2013 | Q3 2014 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.37% | 0.97% | Q1 2022 | Q4 2022 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q1 2014 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Worth Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.84% | 0.94% | 1.00% | Q4 2022 | Q3 2023 | 4 |
Nadler Financial Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 4 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
EQUITABLE TRUST CO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 4 |
Syntal Capital Partners, LLC | 4 | 4 | 0.11% | 0.14% | 0.18% | Q1 2014 | Q4 2014 | 4 |
SHAPIRO ROBERT N | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
HARVEST CAPITAL MANAGEMENT INC | 4 | 4 | 0.10% | 0.15% | 0.26% | Q3 2013 | Q2 2014 | 4 |
ROPES WEALTH ADVISORS LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cobble Hill Financial Services, INC | 2 | 2 | 0.55% | 0.90% | 1.12% | Q3 2013 | Q3 2014 | 4 |
IBERIABANK CORP | 3 | 1 | 0.15% | 0.31% | 0.66% | Q4 2012 | Q3 2018 | 4 |
Simplicity Solutions, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q2 2022 | 4 |
MAKENA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.58% | 0.80% | 1.21% | Q3 2016 | Q2 2017 | 4 |
Atria Investments, Inc | 3 | 1 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2022 | 4 |
INVESTMENT PARTNERS, LTD. | 4 | 4 | 0.52% | 0.56% | 0.61% | Q4 2014 | Q3 2015 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.43% | 0.80% | 0.99% | Q4 2017 | Q3 2018 | 4 |
Parkside Financial Bank & Trust | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 4 |
Guidant Wealth Advisors | 4 | 4 | 0.25% | 0.34% | 0.40% | Q4 2018 | Q3 2019 | 4 |
Charles Schwab Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
MYCIO WEALTH PARTNERS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2017 | 4 |
Lido Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Andrew Hill Investment Advisors, Inc. | 3 | 3 | 2.06% | 2.91% | 4.13% | Q4 2021 | Q2 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q3 2015 | 3 |
Well Done, LLC | 3 | 3 | 0.69% | 0.77% | 0.85% | Q1 2022 | Q3 2022 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
ASSETMARK, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Raymond James Financial Services Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
GABLES CAPITAL MANAGEMENT INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 3 |
PARK NATIONAL CORP /OH/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2023 | 3 |
Artemis Wealth Advisors, LLC | 3 | 3 | 0.06% | 0.47% | 1.27% | Q1 2022 | Q3 2022 | 3 |
Itau USA Asset Management Inc. | 3 | 3 | 3.14% | 3.28% | 3.37% | Q2 2013 | Q4 2013 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.22% | 0.27% | 0.30% | Q1 2013 | Q3 2013 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q2 2015 | 3 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
PFG Investments, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2018 | Q3 2018 | 3 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q4 2013 | Q2 2014 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.60% | 0.68% | 0.73% | Q2 2016 | Q4 2016 | 3 |
Empirical Asset Management, LLC | 3 | 3 | 0.42% | 0.49% | 0.54% | Q2 2022 | Q4 2022 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2014 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.16% | 0.21% | 0.24% | Q4 2014 | Q2 2015 | 3 |
Ciovacco Capital Management LLC | 3 | 3 | 0.31% | 0.91% | 1.42% | Q1 2022 | Q3 2022 | 3 |
Private Capital Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Aurora Private Wealth, Inc. | 3 | 3 | 0.20% | 0.26% | 0.32% | Q1 2022 | Q3 2022 | 3 |
USA FINANCIAL FORMULAS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Redhawk Wealth Advisors, Inc. | 3 | 3 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
55I, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Windsor Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
HAP Trading, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 3 |
Windhaven Investment Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2015 | 3 |
Convergent Wealth Advisors | 3 | 3 | 0.32% | 0.60% | 0.78% | Q3 2014 | Q1 2015 | 3 |
Cypress Capital Group | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Global X Management CO LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q2 2018 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2017 | 3 |
PineBridge Investments, L.P. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2015 | Q1 2016 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.01% | 0.11% | 0.30% | Q1 2022 | Q3 2022 | 3 |
Kercheville Advisors, LLC | 3 | 3 | 0.72% | 1.08% | 1.46% | Q1 2022 | Q3 2022 | 3 |
Archer Investment Corp | 2 | 1 | 0.00% | 0.08% | 0.12% | Q2 2020 | Q1 2022 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
EXANE DERIVATIVES | 2 | 1 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q2 2022 | 3 |
Consilium Wealth Advisory, LLC | 3 | 3 | 0.63% | 1.42% | 2.38% | Q4 2021 | Q2 2022 | 3 |
JT Stratford LLC | 3 | 3 | 0.08% | 0.11% | 0.13% | Q1 2022 | Q3 2022 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
D'Orazio & Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Chicago Wealth Management, Inc. | 2 | 2 | 5.65% | 6.63% | 7.61% | Q1 2022 | Q2 2022 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Perennial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 4.14% | 4.24% | 4.35% | Q2 2023 | Q3 2023 | 2 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 2 |
RONALD BLUE & CO LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q3 2015 | 2 |
KCM INVESTMENT ADVISORS LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Endurance Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Apeiron RIA LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2022 | Q4 2022 | 2 |
Idaho Trust Bank | 2 | 2 | 1.78% | 1.96% | 2.13% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Savior LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Amundi | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Strategic Asset Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
Banyan Partners, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q3 2013 | Q4 2013 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 0.41% | 0.41% | 0.42% | Q2 2018 | Q3 2018 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Valentine Capital Asset Management, Inc. | 2 | 2 | 0.30% | 0.38% | 0.46% | Q4 2011 | Q1 2012 | 2 |
Ironwood Financial, llc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q4 2014 | Q1 2015 | 2 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Evercore Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
PFG Private Wealth Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
STERNE AGEE GROUP, INC. | 2 | 2 | 1.46% | 1.67% | 1.88% | Q2 2013 | Q3 2013 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Southeast Asset Advisors Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
BOK Financial Private Wealth, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 2 | 2 | 0.19% | 0.32% | 0.44% | Q2 2013 | Q3 2013 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Bramshill Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Trek Financial, LLC | 1 | 1 | 0.12% | 0.14% | 0.16% | Q2 2020 | Q1 2021 | 2 |
Trust Co | 2 | 2 | 0.42% | 0.77% | 1.13% | Q1 2015 | Q2 2015 | 2 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Americana Partners, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2019 | Q1 2020 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q3 2021 | 2 |
Asset Management Group, Inc. | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2013 | Q3 2013 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Parker Investment Management, LLC | 2 | 2 | 0.33% | 0.54% | 0.74% | Q1 2022 | Q2 2022 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
MILESTONE WEALTH, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.32% | 0.40% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Retirement Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Bell Bank | 2 | 2 | 0.36% | 0.37% | 0.38% | Q2 2013 | Q3 2013 | 2 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2015 | Q1 2015 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
McAdams Wright Ragen, Inc. | 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 2015 | Q2 2015 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2019 | Q1 2019 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2019 | Q4 2019 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q2 2012 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
F3Logic, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2018 | Q1 2018 | 1 |
Family Capital Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Berkeley Capital Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Capital CS Group, LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q3 2022 | Q3 2022 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2018 | Q1 2018 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
Personal Wealth Partners | 1 | 1 | 13.66% | 13.66% | 13.66% | Q4 2018 | Q4 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Glovista Investments LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Triumph Capital Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
EXCELSIA, INC. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2014 | Q1 2014 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Walleye Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 1.66% | 1.66% | 1.66% | Q3 2020 | Q3 2020 | 1 |
Caption Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q1 2022 | Q1 2022 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
FIRST NATIONAL BANK SIOUX FALLS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2014 | Q1 2014 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q4 2018 | Q4 2018 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2022 | Q1 2022 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2022 | Q2 2022 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Yaupon Capital Management LP | 1 | 1 | 1.09% | 1.09% | 1.09% | Q1 2023 | Q1 2023 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Governors Lane LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2022 | Q3 2022 | 1 |
Mizuho Bank, Ltd. | 1 | 1 | 1.57% | 1.57% | 1.57% | Q1 2021 | Q1 2021 | 1 |
Vise Technologies, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
HAYS ADVISORY LLC | 1 | 1 | 3.07% | 3.07% | 3.07% | Q3 2013 | Q3 2013 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
Financial & Tax Architects, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Brookfield Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2022 | Q1 2022 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 1.14% | 1.14% | 1.14% | Q1 2020 | Q1 2020 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2022 | Q1 2022 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AlphaQ Advisors LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2022 | Q4 2022 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Bray Capital Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2013 | Q3 2013 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
COMMONS CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Haverford Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
External links
This page lists all the filers that currently own ISHARES S&P GSCI COMMODITY I or have owned ISHARES S&P GSCI COMMODITY I in the past.