Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HighTower Advisors, LLC | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
VALLEY NATIONAL ADVISERS INC | 34 | 34 | 0.25% | 0.34% | 0.68% | Q2 2015 | Q3 2023 | 34 |
Sandy Spring Bank | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
MORGAN STANLEY | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
ROYAL BANK OF CANADA | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
LPL Financial LLC | 30 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 33 |
BANK OF AMERICA CORP /DE/ | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 31 |
WELLS FARGO & COMPANY/MN | 29 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 31 |
UBS Group AG | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 31 |
GLENMEDE TRUST CO NA | 20 | 11 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 31 |
Creative Planning | 17 | 12 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
Raymond James Financial Services Advisors, Inc. | 29 | 29 | 0.00% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 29 |
West Oak Capital, LLC | 23 | 5 | 0.01% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 28 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.05% | 0.15% | Q2 2017 | Q3 2023 | 26 |
PNC FINANCIAL SERVICES GROUP, INC. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
AMERIPRISE FINANCIAL INC | 26 | 26 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Cambridge Investment Research Advisors, Inc. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
New England Private Wealth Advisors LLC | 26 | 26 | 1.11% | 3.77% | 5.74% | Q2 2017 | Q3 2023 | 26 |
CITIGROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 25 |
SPC Financial, Inc. | 25 | 25 | 0.09% | 0.11% | 0.13% | Q3 2017 | Q3 2023 | 25 |
Mathes Company, Inc. | 23 | 2 | 0.28% | 0.63% | 0.72% | Q2 2017 | Q3 2023 | 25 |
CHECK CAPITAL MANAGEMENT INC/CA | 25 | 25 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Mirae Asset Global Investments Co., Ltd. | 25 | 25 | 0.00% | 0.15% | 0.51% | Q3 2017 | Q3 2023 | 25 |
RAYMOND JAMES & ASSOCIATES | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
REDW Wealth LLC | 25 | 25 | 0.40% | 3.47% | 7.45% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 24 |
BANK OF MONTREAL /CAN/ | 22 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
Hartford Financial Management Inc. | 22 | 2 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 24 |
IHT Wealth Management, LLC | 20 | 4 | 0.00% | 0.14% | 0.81% | Q2 2017 | Q3 2023 | 24 |
Sigma Planning Corp | 24 | 24 | 0.01% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2023 | 24 |
Venturi Wealth Management, LLC | 23 | 23 | 0.03% | 0.05% | 0.11% | Q1 2018 | Q3 2023 | 23 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.09% | 0.34% | Q1 2017 | Q2 2022 | 22 |
BLAIR WILLIAM & CO/IL | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Coastline Trust Co | 22 | 22 | 0.07% | 0.52% | 1.03% | Q2 2017 | Q3 2022 | 22 |
Atria Investments, Inc | 21 | 21 | 0.01% | 0.05% | 0.17% | Q1 2017 | Q1 2022 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 0.15% | 2.78% | Q3 2018 | Q3 2023 | 21 |
GOLDMAN SACHS GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.23% | 1.85% | Q3 2018 | Q3 2023 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2023 | 21 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 10 | 3 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Financial Engines Advisors L.L.C. | 20 | 20 | 4.44% | 6.00% | 9.63% | Q4 2018 | Q3 2023 | 20 |
NewEdge Advisors, LLC | 14 | 6 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.06% | 0.19% | 0.56% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 20 |
Brookstone Capital Management | 20 | 20 | 0.02% | 0.11% | 0.32% | Q4 2018 | Q3 2023 | 20 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
CIBC WORLD MARKET INC. | 19 | 19 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
American Financial Advisors, LLC | 14 | 5 | 0.04% | 0.11% | 1.23% | Q4 2018 | Q3 2023 | 19 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 19 |
Stratos Wealth Partners, LTD. | 16 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 19 |
Wealthcare Advisory Partners LLC | 11 | 2 | 0.00% | 0.37% | 0.82% | Q1 2018 | Q3 2023 | 19 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2019 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Covington Capital Management | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 19 |
Cetera Advisor Networks LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Abbot Financial Management, Inc. | 18 | 18 | 0.18% | 0.29% | 0.46% | Q2 2019 | Q3 2023 | 18 |
Bank of New York Mellon Corp | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2022 | 18 |
JNBA Financial Advisors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 18 |
CENTRAL TRUST Co | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Integrated Wealth Concepts LLC | 17 | 17 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Private Advisor Group, LLC | 17 | 17 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
AllSquare Wealth Management LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 17 |
EP Wealth Advisors, LLC | 17 | 17 | 0.01% | 0.09% | 0.49% | Q3 2019 | Q3 2023 | 17 |
Ruggie Capital Group | 17 | 17 | 0.05% | 1.14% | 3.93% | Q1 2016 | Q1 2020 | 17 |
HSBC HOLDINGS PLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
SIGNATUREFD, LLC | 13 | 4 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 16 |
Edelman Financial Services, LLC | 16 | 16 | 0.00% | 9.85% | 14.77% | Q1 2015 | Q4 2018 | 16 |
Brinker Capital Investments, LLC | 15 | 1 | 0.00% | 2.07% | 4.95% | Q2 2018 | Q4 2022 | 16 |
Cedar Wealth Management, LLC | 16 | 16 | 0.01% | 0.57% | 1.08% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
AlphaCore Capital LLC | 16 | 16 | 0.69% | 2.31% | 4.52% | Q4 2019 | Q3 2023 | 16 |
US BANCORP \DE\ | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 16 |
Essex Private Wealth Management, LLC | 16 | 16 | 2.36% | 3.97% | 5.96% | Q4 2019 | Q3 2023 | 16 |
Strategic Wealth Investment Group, LLC | 16 | 16 | 0.29% | 0.48% | 1.53% | Q4 2019 | Q3 2023 | 16 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 15 |
J.P. Morgan Private Wealth Advisors LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 13 | 2 | 0.04% | 0.17% | 1.02% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q1 2022 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Fieldpoint Private Securities, LLC | 8 | 7 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.04% | 0.06% | Q2 2016 | Q4 2019 | 15 |
SVB WEALTH LLC | 15 | 15 | 0.03% | 0.14% | 0.31% | Q1 2020 | Q3 2023 | 15 |
NEXT Financial Group, Inc | 7 | 2 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q4 2021 | 15 |
Segment Wealth Management, LLC | 14 | 1 | 0.64% | 0.76% | 0.88% | Q3 2018 | Q3 2023 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CENTAURUS FINANCIAL, INC. | 13 | 1 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 14 |
Sowell Financial Services LLC | 9 | 5 | 0.05% | 0.11% | 0.23% | Q4 2019 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2022 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ASSET MANAGEMENT CORP /IL/ /ADV | 14 | 14 | 1.17% | 1.38% | 1.72% | Q4 2019 | Q1 2023 | 14 |
Dynamic Advisor Solutions LLC | 10 | 4 | 0.04% | 0.12% | 0.38% | Q2 2019 | Q3 2023 | 14 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 14 |
BAROMETER CAPITAL MANAGEMENT INC. | 9 | 5 | 0.05% | 0.23% | 0.51% | Q3 2017 | Q4 2021 | 14 |
Qube Research & Technologies Ltd | 9 | 5 | 0.00% | 0.04% | 0.16% | Q4 2019 | Q3 2023 | 14 |
American Portfolios Advisors | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 14 |
PFG Private Wealth Management, LLC | 14 | 14 | 0.12% | 0.17% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Allworth Financial LP | 11 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
DEUTSCHE BANK AG\ | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 14 |
HBK Sorce Advisory LLC | 14 | 14 | 0.04% | 1.40% | 3.71% | Q2 2020 | Q3 2023 | 14 |
Essex Financial Services, Inc. | 13 | 13 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
WealthOne, LLC | 13 | 13 | 0.16% | 0.77% | 0.94% | Q3 2020 | Q3 2023 | 13 |
Westside Investment Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
OneDigital Investment Advisors LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
COURIER CAPITAL LLC | 13 | 13 | 0.03% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Financial Advocates Investment Management | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2022 | 13 |
Lenox Wealth Management, Inc. | 9 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2020 | 13 |
PFG Advisors | 13 | 13 | 0.02% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Crescent Grove Advisors, LLC | 13 | 13 | 0.37% | 0.82% | 1.17% | Q3 2020 | Q3 2023 | 13 |
Kingsview Wealth Management, LLC | 7 | 6 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 5 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Beaumont Asset Management, L.L.C. | 13 | 13 | 0.19% | 3.79% | 5.47% | Q4 2019 | Q4 2022 | 13 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 12 | 12 | 0.00% | 0.50% | 0.74% | Q4 2020 | Q3 2023 | 12 |
Strategic Blueprint, LLC | 12 | 12 | 0.06% | 0.17% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Financial Partners Group, Inc | 12 | 12 | 0.08% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Jaffetilchin Investment Partners, LLC | 12 | 12 | 0.12% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
JPMORGAN CHASE & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 12 |
WNY Asset Management, LLC | 12 | 12 | 0.10% | 0.22% | 0.37% | Q4 2020 | Q3 2023 | 12 |
AE Wealth Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.11% | 3.56% | 6.39% | Q4 2020 | Q3 2023 | 12 |
Key FInancial Inc | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Perigon Wealth Management, LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q3 2011 | Q3 2023 | 12 |
Destination Wealth Management | 11 | 1 | 0.00% | 0.50% | 1.31% | Q3 2018 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 12 |
Donoghue Forlines LLC | 7 | 2 | 0.54% | 1.25% | 2.57% | Q4 2017 | Q1 2023 | 12 |
Archford Capital Strategies, LLC | 12 | 12 | 0.44% | 1.15% | 1.57% | Q4 2020 | Q3 2023 | 12 |
Benchmark Financial Wealth Advisors, LLC | 6 | 6 | 0.10% | 0.24% | 0.46% | Q4 2018 | Q2 2022 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Clearwater Capital Advisors, LLC | 12 | 12 | 0.05% | 0.29% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Prime Capital Investment Advisors, LLC | 8 | 2 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.73% | 0.81% | 0.89% | Q4 2020 | Q3 2023 | 12 |
Winthrop Advisory Group LLC | 12 | 12 | 0.19% | 0.30% | 0.38% | Q3 2020 | Q2 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.10% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
First Horizon Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisors LLC | 7 | 5 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q1 2022 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.01% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Pallas Capital Advisors LLC | 11 | 11 | 0.01% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Valeo Financial Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 11 |
Krilogy Financial LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 11 |
PRUDENTIAL FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 11 |
STIFEL FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.01% | 0.02% | 0.08% | Q3 2020 | Q1 2023 | 11 |
VAUGHAN & Co SECURITIES, INC. | 11 | 11 | 0.43% | 4.46% | 7.01% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 11 | 11 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
EVERGREEN CAPITAL MANAGEMENT LLC | 10 | 10 | 0.11% | 0.23% | 0.29% | Q2 2021 | Q3 2023 | 10 |
BARCLAYS PLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10 | 10 | 0.05% | 0.12% | 0.22% | Q3 2019 | Q4 2021 | 10 |
Willingdon Wealth Management | 10 | 10 | 0.05% | 0.09% | 0.16% | Q4 2017 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 1.10% | 2.28% | 6.05% | Q4 2020 | Q3 2023 | 10 |
Wharton Business Group, LLC | 10 | 10 | 0.03% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Stratos Wealth Advisors, LLC | 9 | 1 | 0.00% | 0.23% | 0.43% | Q1 2020 | Q3 2023 | 10 |
Personal Capital Advisors Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Kalos Management, Inc. | 10 | 10 | 0.08% | 0.11% | 0.17% | Q3 2019 | Q4 2021 | 10 |
First Command Bank | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Valmark Advisers, Inc. | 9 | 9 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
TD Capital Management LLC | 6 | 3 | 0.00% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 9 |
LS Investment Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 9 |
H&H Retirement Design & Management INC | 8 | 1 | 0.26% | 3.17% | 6.68% | Q3 2020 | Q4 2022 | 9 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 9 |
FDx Advisors, Inc. | 8 | 1 | 0.01% | 0.07% | 0.22% | Q3 2017 | Q3 2023 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.15% | 0.26% | 0.43% | Q4 2020 | Q4 2022 | 9 |
Arkadios Wealth Advisors | 9 | 9 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q4 2021 | 9 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.12% | 0.37% | Q4 2018 | Q1 2023 | 9 |
ALLIANCEBERNSTEIN L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
RAYMOND JAMES TRUST N.A. | 7 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Mariner, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
CAHILL FINANCIAL ADVISORS INC | 9 | 9 | 0.17% | 0.49% | 0.83% | Q3 2021 | Q3 2023 | 9 |
First Command Financial Services, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Stratos Investment Management, LLC | 9 | 9 | 0.74% | 1.02% | 1.23% | Q3 2021 | Q3 2023 | 9 |
CAROLINAS WEALTH CONSULTING LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Sweet Financial Partners, LLC | 8 | 8 | 2.71% | 3.74% | 8.70% | Q4 2021 | Q3 2023 | 8 |
Procyon Advisors, LLC | 8 | 8 | 0.04% | 0.72% | 1.93% | Q2 2021 | Q1 2023 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.23% | 0.31% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Janney Montgomery Scott LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
GODSEY & GIBB, INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
LINCOLN NATIONAL CORP | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 1 | 0.00% | 0.15% | 0.20% | Q2 2018 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.52% | 0.57% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Baystate Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Group, LLC | 8 | 8 | 2.18% | 10.16% | 12.49% | Q2 2020 | Q1 2022 | 8 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 8 |
Clay Northam Wealth Management, LLC | 8 | 8 | 0.55% | 0.65% | 1.07% | Q4 2021 | Q3 2023 | 8 |
Emerson Wealth, LLC | 8 | 8 | 0.15% | 0.22% | 0.24% | Q3 2020 | Q2 2022 | 8 |
Royal Fund Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 8 | 0.15% | 3.82% | 5.23% | Q4 2019 | Q3 2021 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Paradigm Financial Partners, LLC | 7 | 7 | 0.14% | 0.21% | 0.39% | Q3 2020 | Q1 2022 | 7 |
Bank Julius Baer & Co. Ltd, Zurich | 7 | 7 | 0.18% | 0.21% | 0.23% | Q2 2020 | Q4 2021 | 7 |
Element Wealth, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2022 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q4 2020 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Capital Analysts, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
Burt Wealth Advisors | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2017 | 7 |
VERITY Wealth Advisors | 7 | 7 | 0.21% | 0.25% | 0.28% | Q2 2022 | Q4 2023 | 7 |
B. Riley Wealth Advisors, Inc. | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 7 |
Ten Capital Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 7 |
New Capital Management LP | 4 | 3 | 0.30% | 0.46% | 0.60% | Q2 2020 | Q1 2022 | 7 |
PRUDENTIAL PLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 7 |
Baird Financial Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sound Income Strategies, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 7 |
CX Institutional | 6 | 6 | 0.11% | 0.17% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Mutual Advisors, LLC | 6 | 6 | 0.29% | 0.38% | 0.56% | Q3 2020 | Q4 2021 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.28% | 0.46% | 0.61% | Q4 2019 | Q3 2021 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
EQ LLC | 6 | 6 | 0.15% | 0.17% | 0.21% | Q4 2020 | Q1 2022 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Pinion Investment Advisors, LLC | 6 | 6 | 0.31% | 0.38% | 0.44% | Q1 2021 | Q2 2022 | 6 |
MSI Financial Services Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Visionary Wealth Advisors | 6 | 6 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q1 2022 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 6 |
Kovack Advisors, Inc. | 6 | 6 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q1 2023 | 6 |
Accurate Wealth Management, LLC | 6 | 6 | 0.10% | 0.13% | 0.22% | Q2 2022 | Q3 2023 | 6 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
ASSETMARK, INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
VESTOR CAPITAL, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.14% | 0.18% | 0.22% | Q4 2019 | Q1 2021 | 6 |
WINTRUST INVESTMENTS LLC | 6 | 6 | 0.31% | 0.44% | 0.48% | Q3 2018 | Q4 2019 | 6 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 6 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.03% | 0.07% | 0.09% | Q3 2019 | Q2 2022 | 6 |
Parallel Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 0.57% | 0.62% | 0.66% | Q1 2017 | Q2 2018 | 6 |
Horizon Investments, LLC | 6 | 6 | 1.12% | 1.37% | 1.64% | Q1 2017 | Q2 2018 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.01% | 0.04% | 0.11% | Q4 2021 | Q1 2023 | 6 |
Wolf Group Capital Advisors | 6 | 6 | 0.12% | 0.14% | 0.19% | Q4 2021 | Q1 2023 | 6 |
Eldridge Investment Advisors, Inc. | 6 | 6 | 0.11% | 0.19% | 0.24% | Q3 2020 | Q4 2021 | 6 |
Manifold Partners, LLC | 5 | 5 | 5.97% | 7.26% | 8.80% | Q1 2017 | Q1 2018 | 5 |
Portfolio Strategies, Inc. | 4 | 1 | 0.13% | 0.14% | 0.16% | Q4 2017 | Q1 2019 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 5 |
Kistler-Tiffany Companies, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Wealthfront Advisers LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
UNITED BANK | 5 | 5 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q2 2022 | 5 |
Stearns Financial Services Group | 4 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2020 | 5 |
CreativeOne Wealth, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2021 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TriaGen Wealth Management LLC | 5 | 5 | 0.29% | 0.44% | 0.52% | Q4 2020 | Q4 2021 | 5 |
CAMBRIDGE TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 2.62% | 2.70% | 2.86% | Q3 2022 | Q3 2023 | 5 |
BADGLEY PHELPS & BELL INC | 5 | 5 | 0.38% | 0.43% | 0.47% | Q2 2020 | Q2 2021 | 5 |
Consolidated Planning Corp | 4 | 1 | 0.26% | 0.31% | 0.40% | Q2 2022 | Q3 2023 | 5 |
Pacifica Partners Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Concorde Asset Management, LLC | 5 | 5 | 0.20% | 0.26% | 0.34% | Q4 2018 | Q4 2019 | 5 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Cetera Investment Advisers | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 4 |
American Trust | 4 | 4 | 0.02% | 0.07% | 0.17% | Q3 2022 | Q2 2023 | 4 |
Johnson Financial Group, LLC | 3 | 1 | 0.04% | 0.09% | 0.26% | Q1 2020 | Q4 2021 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
BREWIN DOLPHIN LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Corrigan Financial, Inc. | 4 | 4 | 4.96% | 5.14% | 5.24% | Q1 2021 | Q4 2021 | 4 |
Homrich & Berg | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 4 | 4 | 5.20% | 6.92% | 7.92% | Q3 2018 | Q2 2019 | 4 |
NewFocus Financial Group, LLC | 3 | 1 | 0.10% | 0.11% | 0.12% | Q4 2017 | Q4 2020 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 4 |
Exchange Capital Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 4 | 4 | 0.28% | 0.33% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 4 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.30% | 0.48% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
MUFG Americas Holdings Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Evolution Wealth Advisors, LLC | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Ergawealth Advisors, Inc. | 4 | 4 | 0.16% | 0.19% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Alpha Financial Advisors, LLC | 4 | 4 | 11.34% | 11.85% | 12.39% | Q4 2022 | Q3 2023 | 4 |
First Capital Advisors Group, LLC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Patten Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Regal Wealth Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
PACIFIC FINANCIAL GROUP INC | 4 | 4 | 0.85% | 1.30% | 1.59% | Q4 2018 | Q3 2019 | 4 |
Cornerstone Wealth Management, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
MOSELEY INVESTMENT MANAGEMENT INC | 3 | 1 | 0.14% | 0.15% | 0.17% | Q1 2022 | Q3 2023 | 4 |
Stewardship Financial Advisors, LLC | 4 | 4 | 0.00% | 0.06% | 0.08% | Q2 2020 | Q1 2021 | 4 |
Sentinus, LLC | 4 | 4 | 1.59% | 1.75% | 1.97% | Q3 2022 | Q2 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Cerity Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
TNF LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q3 2021 | Q2 2022 | 4 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.72% | 0.80% | 0.96% | Q1 2023 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q1 2017 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Certified Advisory Corp | 2 | 1 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q1 2020 | 3 |
PFS INVESTMENTS INC. | 3 | 3 | 0.24% | 0.27% | 0.30% | Q4 2017 | Q2 2018 | 3 |
Ally Invest Advisors Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
XML Financial, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q2 2020 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q2 2022 | 3 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q1 2018 | 3 |
COMERICA SECURITIES,INC. | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2019 | Q3 2019 | 3 |
Masso Torrence Wealth Management Inc. | 3 | 3 | 0.19% | 0.23% | 0.28% | Q4 2021 | Q2 2022 | 3 |
McKinley Carter Wealth Services, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
EVERMAY WEALTH MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Americana Partners, LLC | 3 | 3 | 0.06% | 0.08% | 0.13% | Q1 2022 | Q3 2022 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.06% | 0.11% | Q2 2016 | Q2 2023 | 3 |
Badgley Phelps Wealth Managers, LLC | 3 | 3 | 0.01% | 0.31% | 0.47% | Q3 2021 | Q1 2022 | 3 |
Detalus Advisors, LLC | 2 | 1 | 0.10% | 0.60% | 1.50% | Q3 2022 | Q2 2023 | 3 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2017 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
4J Wealth Management LLC | 3 | 3 | 0.27% | 0.28% | 0.31% | Q4 2020 | Q2 2021 | 3 |
MGO ONE SEVEN LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.41% | 0.64% | 1.09% | Q4 2018 | Q2 2019 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Csenge Advisory Group | 1 | 1 | 0.09% | 0.15% | 0.27% | Q3 2017 | Q1 2022 | 3 |
Advisor Resource Council | 1 | 1 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q2 2022 | 3 |
Belvedere Trading LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2017 | Q3 2017 | 2 |
Clarity Wealth Advisors, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q3 2020 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.08% | 0.39% | 0.70% | Q3 2021 | Q4 2021 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Trexquant Investment LP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.90% | 0.91% | 0.92% | Q4 2021 | Q1 2022 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 2 |
Pinnacle Summer Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.09% | 0.13% | 0.17% | Q2 2017 | Q3 2017 | 2 |
Integrated Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.38% | 0.38% | 0.39% | Q4 2022 | Q1 2023 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q2 2023 | Q3 2023 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
GREENWOOD GEARHART INC | 2 | 2 | 1.07% | 1.09% | 1.11% | Q2 2023 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Banco Santander, S.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 2.22% | 2.29% | 2.37% | Q4 2021 | Q1 2022 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Apeiron RIA LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q4 2022 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
INTEGRAL INVESTMENT ADVISORS, INC. | 2 | 2 | 1.53% | 2.25% | 2.97% | Q4 2021 | Q1 2022 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q1 2023 | 2 |
Asset Dedication, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SAX WEALTH ADVISORS, LLC | 2 | 2 | 0.11% | 0.14% | 0.17% | Q2 2023 | Q3 2023 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q2 2023 | 2 |
ASB Consultores, LLC | 2 | 2 | 0.38% | 0.43% | 0.49% | Q4 2021 | Q1 2022 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Lifeworks Advisors, LLC | 2 | 2 | 0.14% | 0.17% | 0.20% | Q1 2022 | Q2 2022 | 2 |
FIFTH THIRD SECURITIES, INC. | 2 | 2 | 0.11% | 0.15% | 0.18% | Q4 2020 | Q1 2021 | 2 |
Founders Financial Alliance, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
ADE, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 2 |
Legacy CG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
Visionary Asset Management, Inc. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2018 | Q4 2018 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MAI Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Graypoint LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BOSTON RESEARCH & MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Summit X, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BANK OF THE WEST | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KFG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Alpine Group USVI, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2017 | Q2 2017 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Caprock Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tacita Capital Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Watson Rebecca | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Crestmont Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Piscataqua Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Dakota Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.