Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
JANE STREET GROUP, LLC | 14 | 8 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 36 |
LPL Financial LLC | 35 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
AMERIPRISE FINANCIAL INC | 17 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 34 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Snowden Capital Advisors LLC | 22 | 8 | 0.01% | 0.05% | 0.14% | Q1 2016 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 29 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 29 |
RKL Wealth Management LLC | 27 | 27 | 0.21% | 0.54% | 0.71% | Q1 2017 | Q3 2023 | 27 |
JPMORGAN CHASE & CO | 17 | 7 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 13 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2019 | 22 |
Cambridge Investment Research Advisors, Inc. | 19 | 3 | 0.00% | 0.01% | 0.11% | Q1 2015 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Advisory Services Network, LLC | 11 | 1 | 0.00% | 0.15% | 1.90% | Q2 2013 | Q1 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 21 |
CITIGROUP INC | 16 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2019 | 20 |
HighTower Advisors, LLC | 16 | 4 | 0.00% | 0.05% | 0.10% | Q3 2016 | Q3 2023 | 20 |
Geneos Wealth Management Inc. | 17 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 20 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q1 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
BlackRock Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 20 |
WealthTrust-Arizona, LLC | 19 | 19 | 0.02% | 0.30% | 0.86% | Q2 2013 | Q4 2017 | 19 |
STIFEL FINANCIAL CORP | 19 | 19 | 0.00% | 0.02% | 0.23% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
STERLING INVESTMENT ADVISORS LLC /ADV | 19 | 19 | 4.46% | 8.59% | 12.48% | Q1 2019 | Q3 2023 | 19 |
VALICENTI ADVISORY SERVICES INC | 18 | 18 | 0.58% | 1.89% | 3.26% | Q1 2019 | Q2 2023 | 18 |
Cetera Advisors LLC | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 17 |
Perkins Coie Trust Co | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2019 | 16 |
Janney Montgomery Scott LLC | 14 | 2 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2022 | 16 |
FMR LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
Migdal Insurance & Financial Holdings Ltd. | 15 | 1 | 0.00% | 0.06% | 0.19% | Q4 2016 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
ASSETMARK, INC | 15 | 1 | 0.00% | 0.10% | 0.38% | Q2 2014 | Q3 2022 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.02% | 0.04% | 0.12% | Q3 2018 | Q2 2022 | 16 |
TRUIST FINANCIAL CORP | 11 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Lowe Wealth Advisors, LLC | 15 | 15 | 0.06% | 1.47% | 3.01% | Q2 2020 | Q4 2023 | 15 |
Vantage Investment Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 15 |
NBT BANK N A /NY | 12 | 3 | 0.02% | 0.04% | 0.04% | Q1 2019 | Q3 2023 | 15 |
KCS Wealth Advisory | 15 | 15 | 0.22% | 1.06% | 1.71% | Q2 2019 | Q4 2022 | 15 |
Acorn Wealth Advisors, LLC | 15 | 15 | 0.16% | 0.22% | 0.32% | Q1 2020 | Q3 2023 | 15 |
BAILARD, INC. | 15 | 15 | 0.44% | 0.99% | 1.55% | Q1 2020 | Q3 2023 | 15 |
FinTrust Capital Advisors, LLC | 15 | 15 | 0.00% | 0.24% | 1.76% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2018 | 15 |
LFA - Lugano Financial Advisors SA | 15 | 15 | 1.46% | 2.24% | 3.63% | Q1 2020 | Q3 2023 | 15 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 15 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 14 | 14 | 1.51% | 2.11% | 2.35% | Q2 2020 | Q3 2023 | 14 |
Bigelow Investment Advisors, LLC | 14 | 14 | 0.55% | 0.80% | 1.07% | Q2 2020 | Q3 2023 | 14 |
WRAPMANAGER INC | 14 | 14 | 0.45% | 0.55% | 0.66% | Q2 2020 | Q3 2023 | 14 |
PRUDENTIAL PLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Global Trust Asset Management, LLC | 14 | 14 | 0.00% | 0.04% | 0.22% | Q2 2020 | Q3 2023 | 14 |
GUGGENHEIM CAPITAL LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2021 | 14 |
CAMBIAR INVESTORS LLC | 14 | 14 | 0.09% | 0.15% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Capital Investment Advisory Services, LLC | 8 | 6 | 0.00% | 0.03% | 0.10% | Q2 2019 | Q4 2022 | 14 |
MML INVESTORS SERVICES, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.02% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Creative Planning | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 14 |
PFG Advisors | 13 | 13 | 0.04% | 0.25% | 0.61% | Q4 2017 | Q4 2020 | 13 |
TRUST CO OF VIRGINIA /VA | 13 | 13 | 0.06% | 0.84% | 1.12% | Q4 2019 | Q4 2022 | 13 |
Beaumont Financial Partners, LLC | 13 | 13 | 0.06% | 0.08% | 0.11% | Q3 2019 | Q3 2022 | 13 |
QCI ASSET MANAGEMENT INC/NY | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 13 |
PNC FINANCIAL SERVICES GROUP, INC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 13 |
SeaBridge Investment Advisors LLC | 8 | 5 | 0.68% | 1.33% | 1.93% | Q1 2019 | Q3 2023 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.29% | 0.48% | 0.67% | Q4 2020 | Q3 2023 | 12 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.27% | 2.42% | Q3 2019 | Q3 2023 | 12 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q1 2023 | 12 |
MEITAV INVESTMENT HOUSE LTD | 7 | 5 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 12 | 12 | 0.01% | 0.78% | 2.00% | Q1 2020 | Q4 2022 | 12 |
OLD MISSION CAPITAL LLC | 7 | 2 | 0.01% | 0.03% | 0.13% | Q2 2020 | Q3 2023 | 12 |
SVB WEALTH LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Portland Global Advisors LLC | 12 | 12 | 0.57% | 1.03% | 1.47% | Q4 2020 | Q3 2023 | 12 |
Venturi Wealth Management, LLC | 9 | 3 | 0.00% | 0.75% | 1.51% | Q1 2016 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.04% | 0.16% | Q4 2019 | Q3 2023 | 12 |
Jaffetilchin Investment Partners, LLC | 12 | 12 | 0.03% | 0.06% | 0.13% | Q2 2019 | Q1 2022 | 12 |
BlackRock Investment Management, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 12 |
BOKF, NA | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 11 |
Integrated Advisors Network LLC | 11 | 11 | 0.05% | 0.19% | 0.53% | Q1 2021 | Q3 2023 | 11 |
BB&T SECURITIES, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2019 | 11 |
Verdence Capital Advisors LLC | 11 | 11 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q2 2020 | 11 |
Wellesley Investment Partners, LLC | 11 | 11 | 0.08% | 0.15% | 0.25% | Q4 2015 | Q2 2018 | 11 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2022 | 11 |
CENTRAL TRUST Co | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
AXA S.A. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 11 |
ATTICUS WEALTH MANAGEMENT, LLC | 10 | 10 | 0.01% | 1.31% | 3.92% | Q2 2020 | Q3 2022 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Bluefin Trading, LLC | 6 | 1 | 0.03% | 0.36% | 0.76% | Q2 2013 | Q1 2016 | 10 |
Legacy Capital Partners, Inc. | 10 | 10 | 0.09% | 0.13% | 0.23% | Q4 2019 | Q1 2022 | 10 |
Sunflower Bank, N.A. | 10 | 10 | 0.04% | 0.11% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Windhaven Investment Management, Inc. | 10 | 10 | 1.62% | 2.14% | 2.38% | Q2 2013 | Q3 2015 | 10 |
BANK OF MONTREAL /CAN/ | 5 | 1 | 0.00% | 0.00% | 0.04% | Q4 2013 | Q2 2023 | 10 |
Curi Wealth Management, LLC | 10 | 10 | 0.07% | 3.35% | 5.63% | Q4 2020 | Q1 2023 | 10 |
Jefferies Group LLC | 5 | 2 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2016 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
STEPHENS INC /AR/ | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
HSBC HOLDINGS PLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
HOWE & RUSLING INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2023 | 9 |
ESL Trust Services, LLC | 9 | 9 | 0.17% | 0.28% | 0.39% | Q3 2021 | Q3 2023 | 9 |
Virtu KCG Holdings LLC | 4 | 1 | 0.01% | 0.04% | 0.21% | Q3 2013 | Q2 2017 | 8 |
CAMDEN NATIONAL BANK | 8 | 8 | 0.07% | 0.15% | 0.25% | Q2 2020 | Q1 2022 | 8 |
DEUTSCHE BANK AG\ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 8 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q1 2021 | 8 |
Weaver Consulting Group | 8 | 8 | 0.02% | 0.13% | 0.25% | Q1 2019 | Q4 2020 | 8 |
Teza Capital Management LLC | 8 | 8 | 0.04% | 0.09% | 0.14% | Q2 2020 | Q1 2022 | 8 |
Private Advisor Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q1 2021 | 8 |
EASTERN BANK | 8 | 8 | 0.01% | 0.53% | 1.07% | Q1 2019 | Q4 2020 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.73% | 0.84% | 1.10% | Q4 2021 | Q3 2023 | 8 |
Motley Fool Wealth Management, LLC | 8 | 8 | 0.02% | 0.18% | 0.24% | Q1 2020 | Q4 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Catalyst Capital Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.24% | 0.39% | 0.48% | Q4 2021 | Q3 2023 | 8 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5 | 2 | 0.06% | 0.42% | 1.36% | Q4 2019 | Q3 2023 | 7 |
Dynamic Advisor Solutions LLC | 4 | 3 | 0.03% | 0.09% | 0.19% | Q2 2020 | Q3 2023 | 7 |
FIRST NATIONAL CORP /MA/ /ADV | 7 | 7 | 0.95% | 1.53% | 2.70% | Q2 2020 | Q4 2021 | 7 |
Mirae Asset Global Investments Co., Ltd. | 6 | 1 | 0.01% | 0.05% | 0.24% | Q2 2020 | Q3 2023 | 7 |
AE Wealth Management LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 7 |
Private Capital Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 7 |
MSI Financial Services Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 7 |
Saba Capital Management, L.P. | 7 | 7 | 0.09% | 0.17% | 0.32% | Q2 2014 | Q4 2015 | 7 |
SEI INVESTMENTS CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.34% | 0.40% | 0.50% | Q4 2021 | Q3 2023 | 7 |
BARCLAYS PLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 7 |
Laidlaw Wealth Management LLC | 7 | 7 | 0.09% | 0.57% | 1.45% | Q1 2020 | Q3 2021 | 7 |
ROBINSON CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.07% | 0.11% | 0.19% | Q1 2020 | Q3 2021 | 7 |
American Trust | 6 | 6 | 0.02% | 0.04% | 0.07% | Q1 2022 | Q2 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Estate Counselors, LLC | 6 | 6 | 0.63% | 1.50% | 2.24% | Q3 2018 | Q4 2019 | 6 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.17% | 0.21% | 0.30% | Q4 2021 | Q3 2023 | 6 |
Latitude Advisors, LLC | 6 | 6 | 0.14% | 0.74% | 1.18% | Q4 2020 | Q1 2022 | 6 |
NOMURA ASSET MANAGEMENT CO LTD | 6 | 6 | 0.02% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Eastover Investment Advisors LLC | 6 | 6 | 0.32% | 0.45% | 0.54% | Q4 2020 | Q1 2022 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 6 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q2 2021 | 6 |
GOLDMAN SACHS GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.04% | 0.12% | Q1 2017 | Q3 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.05% | 0.08% | 0.09% | Q1 2020 | Q1 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Parallel Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 5 |
Global Wealth Management Investment Advisory, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q4 2020 | 5 |
AdvisorNet Financial, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Princeton Global Asset Management LLC | 5 | 5 | 0.17% | 0.28% | 0.33% | Q2 2020 | Q2 2021 | 5 |
Archer Investment Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
PALLADIEM, LLC | 3 | 2 | 0.88% | 1.88% | 3.34% | Q4 2020 | Q3 2023 | 5 |
STEEL GROVE CAPITAL ADVISORS, LLC | 5 | 5 | 0.07% | 0.12% | 0.16% | Q1 2021 | Q1 2022 | 5 |
Meadow Creek Wealth Advisors LLC | 4 | 1 | 0.42% | 0.53% | 0.70% | Q4 2019 | Q3 2022 | 5 |
Dorsey & Whitney Trust CO LLC | 5 | 5 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q1 2022 | 5 |
TD Waterhouse Canada Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
MACRO Consulting Group | 5 | 5 | 2.63% | 2.80% | 2.94% | Q2 2020 | Q2 2021 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.00% | 0.54% | 0.83% | Q2 2019 | Q2 2020 | 5 |
HHG & Company, LLC | 5 | 5 | 0.43% | 0.46% | 0.49% | Q2 2013 | Q2 2014 | 5 |
Cobble Hill Financial Services, INC | 3 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 5 |
Watson Rebecca | 4 | 4 | 1.63% | 2.66% | 3.42% | Q4 2019 | Q3 2020 | 4 |
Financial Architects, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 4 |
Intrepid Financial Planning Group LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q2 2022 | Q1 2023 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.05% | 0.13% | Q2 2020 | Q2 2021 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q2 2021 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.39% | 0.57% | Q4 2018 | Q3 2021 | 4 |
BHF RG Capital Inc. | 4 | 4 | 1.05% | 1.33% | 1.63% | Q2 2020 | Q1 2021 | 4 |
Baltimore-Washington Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Long Run Wealth Advisors, LLC | 4 | 4 | 0.14% | 4.04% | 6.27% | Q4 2021 | Q3 2022 | 4 |
Aspire Private Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Steward Partners Investment Advisory, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Lloyd Advisory Services, LLC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Stratos Investment Management, LLC | 4 | 4 | 3.06% | 3.09% | 3.13% | Q4 2022 | Q3 2023 | 4 |
CreativeOne Wealth, LLC | 3 | 1 | 0.02% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 4 |
FIFTH THIRD BANCORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2021 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Outlook Wealth Advisors, LLC | 4 | 4 | 0.32% | 0.40% | 0.47% | Q1 2020 | Q4 2020 | 4 |
Miracle Mile Advisors, LLC | 4 | 4 | 0.02% | 1.03% | 2.06% | Q4 2022 | Q3 2023 | 4 |
Montecito Bank & Trust | 2 | 2 | 0.04% | 0.15% | 0.35% | Q1 2022 | Q3 2023 | 4 |
JAMES INVESTMENT RESEARCH INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2015 | 4 |
BARINGS LLC | 4 | 4 | 0.17% | 0.20% | 0.21% | Q3 2020 | Q2 2021 | 4 |
Pacific Wealth Management | 4 | 4 | 10.72% | 13.21% | 14.37% | Q4 2022 | Q3 2023 | 4 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 4 | 4 | 0.89% | 1.60% | 2.39% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.04% | 0.17% | Q4 2017 | Q3 2022 | 4 |
Advisor Resource Council | 4 | 4 | 0.11% | 0.19% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Marion Wealth Management | 4 | 4 | 0.37% | 0.50% | 0.60% | Q4 2021 | Q3 2022 | 4 |
Sugarloaf Wealth Management, LLC | 3 | 3 | 0.34% | 0.47% | 0.54% | Q1 2023 | Q3 2023 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 0.37% | 0.41% | 0.47% | Q4 2022 | Q3 2023 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Quadrant Private Wealth Management, LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Sigma Planning Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
People's United Financial, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
HATTON CONSULTING, INC. | 3 | 3 | 6.42% | 6.75% | 7.14% | Q1 2021 | Q3 2021 | 3 |
Crestwood Advisors Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Plancorp, LLC | 2 | 1 | 0.27% | 0.31% | 0.35% | Q1 2015 | Q4 2015 | 3 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 3 |
BANK OF THE WEST | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q4 2016 | 3 |
Summit X, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Astoria Portfolio Advisors LLC. | 3 | 3 | 0.96% | 1.49% | 2.21% | Q4 2021 | Q2 2022 | 3 |
Aptus Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Gratus Capital, LLC | 3 | 3 | 0.07% | 1.00% | 1.46% | Q2 2020 | Q4 2020 | 3 |
Veritable, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2015 | 3 |
Compass Ion Advisors, LLC | 3 | 3 | 0.06% | 5.34% | 8.21% | Q1 2023 | Q3 2023 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 2 | 1 | 0.17% | 0.18% | 0.19% | Q3 2022 | Q2 2023 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Blue Chip Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.19% | 0.37% | Q3 2019 | Q1 2020 | 3 |
FINANCIAL LIFE ADVISORS | 3 | 3 | 0.74% | 0.80% | 0.90% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
SevenBridge Financial Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
HEADINVEST, LLC | 2 | 1 | 0.01% | 0.19% | 0.31% | Q4 2020 | Q3 2023 | 3 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 2 | 1 | 3.75% | 4.03% | 4.43% | Q2 2019 | Q1 2021 | 3 |
Price Capital Management, Inc. | 2 | 1 | 0.05% | 0.19% | 0.44% | Q1 2019 | Q4 2019 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2021 | 3 |
Advisory Alpha, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Joseph P. Lucia & Associates, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Allworth Financial LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 3 |
Optas, LLC | 3 | 3 | 0.94% | 1.05% | 1.16% | Q2 2020 | Q4 2020 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.51% | 0.60% | 0.66% | Q4 2019 | Q2 2020 | 3 |
Brookstone Capital Management | 2 | 1 | 0.02% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 3 |
Csenge Advisory Group | 3 | 3 | 0.49% | 0.84% | 1.02% | Q2 2020 | Q4 2020 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.15% | 0.17% | 0.20% | Q4 2021 | Q2 2022 | 3 |
ShoreHaven Wealth Partners, LLC | 3 | 3 | 0.94% | 1.54% | 1.95% | Q1 2023 | Q3 2023 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
BOYS ARNOLD & CO INC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q1 2020 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Madison Asset Management, LLC | 2 | 2 | 0.08% | 0.34% | 0.60% | Q2 2023 | Q3 2023 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Westside Investment Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.49% | 0.52% | 0.55% | Q3 2018 | Q4 2018 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Virtu Financial LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q2 2018 | 2 |
GEM Asset Management, LLC | 2 | 2 | 0.30% | 0.31% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 2 |
Biltmore Family Office, LLC | 2 | 2 | 0.38% | 1.69% | 3.00% | Q2 2020 | Q3 2020 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Shelter Mutual Insurance Co | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
MTM Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Verition Fund Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Ledyard National Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
CONNING INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
Crabel Capital Management, LLC | 1 | 1 | 0.06% | 0.23% | 0.40% | Q3 2020 | Q2 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 2 |
DONALDSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 2 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.11% | 0.14% | 0.18% | Q3 2020 | Q2 2021 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.23% | 0.66% | 1.08% | Q2 2020 | Q3 2020 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.45% | 0.71% | 0.96% | Q3 2015 | Q2 2016 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
Global Retirement Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.21% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
LifePlan Financial Group, Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Argent Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2020 | Q3 2020 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2017 | Q4 2017 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Custos Family Office, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2021 | Q4 2021 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
GM Advisory Group, LLC | 1 | 1 | 2.98% | 2.98% | 2.98% | Q2 2022 | Q2 2022 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
1919 Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Knuff & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Conrad Siegel Investment Advisors, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Eukles Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 2.21% | 2.21% | 2.21% | Q3 2021 | Q3 2021 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Tranquility Partners, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2020 | Q2 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Insight Wealth Strategies, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.