Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 78 |
Citadel Advisors | 28 | 28 | 0.00% | 0.00% | 0.04% | Q4 2016 | Q3 2023 | 75 |
Cutler Group LLC / CA | 20 | 6 | 0.00% | 0.01% | 0.27% | Q4 2016 | Q3 2023 | 69 |
CITIGROUP INC | 28 | 28 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q3 2023 | 63 |
JANE STREET GROUP, LLC | 28 | 28 | 0.00% | 0.02% | 0.29% | Q4 2016 | Q3 2023 | 62 |
BARCLAYS PLC | 28 | 28 | 0.00% | 0.00% | 0.11% | Q4 2016 | Q3 2023 | 58 |
WOLVERINE TRADING, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 38 |
GOLDMAN SACHS GROUP INC | 28 | 28 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 38 |
HSBC HOLDINGS PLC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 38 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.04% | 0.18% | Q4 2016 | Q3 2023 | 36 |
UBS Group AG | 28 | 28 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 34 |
HighTower Advisors, LLC | 28 | 28 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 29 |
ROYAL BANK OF CANADA | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 29 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 29 | 0.00% | 0.10% | 0.27% | Q4 2016 | Q4 2023 | 29 |
CREDIT SUISSE AG/ | 23 | 3 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 29 |
BANK OF MONTREAL /CAN/ | 25 | 2 | 0.00% | 0.00% | 0.03% | Q4 2016 | Q3 2023 | 29 |
Millburn Ridgefield Corp | 28 | 28 | 0.41% | 0.49% | 1.72% | Q4 2016 | Q3 2023 | 28 |
FIL Ltd | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Catalyst Capital Advisors LLC | 28 | 28 | 0.19% | 0.36% | 1.48% | Q4 2016 | Q3 2023 | 28 |
SUN LIFE FINANCIAL INC | 28 | 28 | 0.35% | 1.11% | 2.33% | Q4 2016 | Q3 2023 | 28 |
TIEMANN INVESTMENT ADVISORS, LLC | 28 | 28 | 0.25% | 0.49% | 0.81% | Q4 2016 | Q3 2023 | 28 |
Global Endowment Management, LP | 28 | 28 | 0.07% | 0.39% | 0.90% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 28 |
MORGAN STANLEY | 28 | 28 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Rathbones Group PLC | 28 | 28 | 0.06% | 0.13% | 0.20% | Q4 2016 | Q3 2023 | 28 |
Rothschild & Co Wealth Management UK Ltd | 28 | 28 | 0.02% | 0.07% | 0.13% | Q4 2016 | Q3 2023 | 28 |
JPMORGAN CHASE & CO | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
ZACKS INVESTMENT MANAGEMENT | 28 | 28 | 0.03% | 0.08% | 0.21% | Q4 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
US BANCORP \DE\ | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
STIFEL FINANCIAL CORP | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Geneos Wealth Management Inc. | 28 | 28 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q3 2023 | 28 |
ENVESTNET ASSET MANAGEMENT INC | 28 | 28 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 28 |
LPL Financial LLC | 28 | 28 | 0.01% | 0.04% | 0.16% | Q4 2016 | Q3 2023 | 28 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 28 | 28 | 0.00% | 0.01% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Parkside Advisors LLC | 15 | 13 | 0.06% | 0.19% | 0.47% | Q4 2016 | Q4 2023 | 28 |
PNC FINANCIAL SERVICES GROUP, INC. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Cambridge Investment Research Advisors, Inc. | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.01% | 0.08% | 0.16% | Q4 2016 | Q3 2023 | 28 |
BLAIR WILLIAM & CO/IL | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
AllSquare Wealth Management LLC | 25 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
CWM, LLC | 19 | 8 | 0.00% | 0.01% | 0.27% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.03% | 0.38% | Q4 2016 | Q3 2023 | 27 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
BNP PARIBAS FINANCIAL MARKETS | 27 | 27 | 0.00% | 0.00% | 0.09% | Q1 2017 | Q3 2023 | 27 |
EVERGREEN CAPITAL MANAGEMENT LLC | 26 | 26 | 0.10% | 0.14% | 0.19% | Q2 2017 | Q3 2023 | 26 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 19 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
CIBC WORLD MARKET INC. | 23 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 26 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 8 | 0.00% | 0.07% | 0.42% | Q4 2016 | Q1 2023 | 26 |
Mirae Asset Global Investments Co., Ltd. | 16 | 10 | 0.00% | 0.03% | 0.22% | Q4 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 12 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 25 |
TORONTO DOMINION BANK | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
PRIVATE TRUST CO NA | 14 | 4 | 0.01% | 0.11% | 0.19% | Q4 2016 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 22 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
SG Americas Securities, LLC | 9 | 1 | 0.00% | 0.03% | 0.20% | Q4 2016 | Q3 2023 | 24 |
FIFTH THIRD BANCORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 24 |
Hartford Financial Management Inc. | 22 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 24 |
M&T BANK CORP | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 23 |
Gilbert & Cook, Inc. | 23 | 23 | 0.08% | 0.46% | 1.01% | Q1 2018 | Q3 2023 | 23 |
NORTHERN TRUST CORP | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 23 |
DEUTSCHE BANK AG\ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Morningstar Investment Services LLC | 23 | 23 | 0.50% | 1.10% | 1.44% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 23 |
PICTON MAHONEY ASSET MANAGEMENT | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Walleye Trading LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 22 |
PROVIDA PENSION FUND ADMINISTRATOR | 14 | 8 | 0.03% | 0.61% | 5.05% | Q2 2017 | Q4 2022 | 22 |
Accuvest Global Advisors | 16 | 2 | 0.02% | 1.53% | 4.51% | Q4 2016 | Q1 2023 | 22 |
Focused Wealth Management, Inc | 22 | 22 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q3 2023 | 22 |
WEST PACES ADVISORS INC. | 22 | 22 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q1 2022 | 22 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
PARK AVENUE SECURITIES LLC | 20 | 1 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
HAP Trading, LLC | 8 | 1 | 0.00% | 0.01% | 0.07% | Q2 2017 | Q2 2023 | 21 |
REILLY FINANCIAL ADVISORS, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 21 |
VPR Management LLC | 21 | 21 | 0.12% | 2.00% | 4.08% | Q3 2018 | Q3 2023 | 21 |
Mount Lucas Management LP | 7 | 4 | 0.03% | 0.42% | 0.85% | Q4 2016 | Q3 2023 | 21 |
SCOTIA CAPITAL INC. | 13 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2023 | 21 |
PEAPACK GLADSTONE FINANCIAL CORP | 8 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 21 |
Arlington Partners LLC | 21 | 21 | 0.01% | 0.70% | 1.94% | Q4 2017 | Q4 2022 | 21 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
AMG National Trust Bank | 19 | 1 | 0.03% | 0.17% | 0.38% | Q4 2016 | Q4 2022 | 20 |
Zurich Insurance Group Ltd/FI | 13 | 2 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q1 2023 | 20 |
Banco Santander, S.A. | 19 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.02% | 0.06% | 0.10% | Q3 2017 | Q2 2022 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.07% | 0.10% | 0.14% | Q4 2018 | Q3 2023 | 20 |
FLOW TRADERS U.S. LLC | 11 | 1 | 0.02% | 0.82% | 1.89% | Q4 2016 | Q3 2023 | 19 |
Main Management LLC | 19 | 19 | 0.07% | 1.54% | 3.28% | Q2 2018 | Q4 2022 | 19 |
Valeo Financial Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 19 |
VAN ECK ASSOCIATES CORP | 17 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2021 | 19 |
Brinker Capital Investments, LLC | 19 | 19 | 0.01% | 0.13% | 0.56% | Q4 2016 | Q2 2021 | 19 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.03% | 0.18% | Q4 2016 | Q3 2023 | 19 |
GLENMEDE TRUST CO NA | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 18 |
SIGNATUREFD, LLC | 15 | 3 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 18 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q2 2023 | 18 |
LFA - Lugano Financial Advisors SA | 16 | 2 | 0.10% | 0.25% | 0.31% | Q1 2019 | Q3 2023 | 18 |
ASSETMARK, INC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 18 |
BROWN ADVISORY INC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Atria Investments, Inc | 18 | 18 | 0.02% | 0.05% | 0.11% | Q2 2018 | Q3 2022 | 18 |
Allworth Financial LP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 18 |
Robertson Stephens Wealth Management, LLC | 18 | 18 | 0.14% | 0.36% | 0.88% | Q2 2019 | Q3 2023 | 18 |
ALPS ADVISORS INC | 17 | 17 | 0.12% | 0.17% | 0.27% | Q4 2017 | Q4 2021 | 17 |
Psagot Value Holdings Ltd. | 9 | 8 | 0.00% | 0.39% | 1.68% | Q4 2016 | Q3 2021 | 17 |
OLD MISSION CAPITAL LLC | 9 | 1 | 0.03% | 0.44% | 1.88% | Q3 2017 | Q3 2023 | 17 |
Transamerica Financial Advisors, Inc. | 9 | 1 | 0.00% | 0.04% | 0.13% | Q4 2016 | Q3 2023 | 17 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 17 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 17 | 17 | 0.01% | 0.04% | 0.21% | Q4 2016 | Q4 2020 | 17 |
Pinnacle Advisory Group, Inc. | 17 | 17 | 0.04% | 1.08% | 1.95% | Q4 2016 | Q4 2020 | 17 |
Parallel Advisors, LLC | 13 | 4 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 17 |
6 Meridian | 17 | 17 | 0.58% | 0.69% | 0.90% | Q4 2017 | Q4 2021 | 17 |
Fisher Asset Management, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.22% | 0.34% | 0.58% | Q4 2018 | Q3 2022 | 16 |
OPPENHEIMER & CO INC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
UBP Investment Advisors SA | 16 | 16 | 0.21% | 1.39% | 3.16% | Q4 2017 | Q3 2021 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
PRUDENTIAL PLC | 7 | 4 | 0.00% | 0.04% | 0.37% | Q4 2016 | Q1 2023 | 16 |
Family Firm, Inc. | 16 | 16 | 0.11% | 0.16% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Creative Planning | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 16 |
BARINGS LLC | 16 | 16 | 0.01% | 0.11% | 0.83% | Q4 2016 | Q3 2020 | 16 |
PRICE T ROWE ASSOCIATES INC /MD/ | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SVB WEALTH LLC | 13 | 2 | 0.02% | 0.10% | 0.28% | Q4 2019 | Q3 2023 | 15 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.02% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Stratos Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.21% | 0.39% | Q1 2020 | Q3 2023 | 15 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15 | 15 | 0.00% | 0.14% | 0.31% | Q1 2017 | Q3 2020 | 15 |
Carroll Financial Associates, Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 15 |
American Portfolios Advisors | 13 | 2 | 0.00% | 0.01% | 0.08% | Q2 2018 | Q2 2022 | 15 |
Private Vista, LLC | 13 | 1 | 0.06% | 0.07% | 0.10% | Q4 2016 | Q2 2020 | 14 |
Pictet North America Advisors SA | 7 | 7 | 0.07% | 0.14% | 0.22% | Q3 2018 | Q3 2023 | 14 |
Orion Portfolio Solutions, LLC | 13 | 1 | 0.00% | 0.16% | 0.31% | Q4 2019 | Q2 2023 | 14 |
CX Institutional | 7 | 3 | 0.00% | 0.33% | 0.83% | Q1 2019 | Q3 2023 | 14 |
BANQUE PICTET & CIE SA | 7 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q2 2023 | 14 |
Water Oak Advisors LLC | 14 | 14 | 2.99% | 5.54% | 7.88% | Q2 2017 | Q3 2020 | 14 |
Squarepoint Ops LLC | 3 | 1 | 0.01% | 0.05% | 0.17% | Q4 2016 | Q2 2023 | 14 |
TD ASSET MANAGEMENT INC | 12 | 2 | 0.00% | 0.07% | 0.14% | Q1 2017 | Q3 2023 | 14 |
American Assets Investment Management, LLC | 14 | 14 | 1.02% | 2.10% | 4.48% | Q4 2016 | Q1 2020 | 14 |
Twin Tree Management, LP | 7 | 1 | 0.00% | 0.01% | 0.06% | Q2 2017 | Q3 2020 | 14 |
Kalos Management, Inc. | 14 | 14 | 0.09% | 0.21% | 0.34% | Q3 2016 | Q4 2019 | 14 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 14 |
Intercontinental Wealth Advisors, LLC | 14 | 14 | 0.01% | 0.06% | 0.20% | Q4 2018 | Q1 2022 | 14 |
CEDAR CAPITAL, LLC | 8 | 1 | 0.10% | 0.52% | 2.16% | Q3 2017 | Q3 2021 | 14 |
BAR HARBOR WEALTH MANAGEMENT | 14 | 14 | 0.03% | 0.18% | 0.41% | Q4 2016 | Q1 2020 | 14 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Barry Investment Advisors, LLC | 13 | 13 | 0.12% | 0.21% | 0.36% | Q3 2020 | Q3 2023 | 13 |
Moors & Cabot, Inc. | 13 | 13 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q1 2023 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 13 |
Keebeck Wealth Management, LLC | 11 | 1 | 0.01% | 0.76% | 1.08% | Q4 2019 | Q2 2023 | 13 |
Hexavest Inc. | 7 | 3 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2021 | 13 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
OPTIMUM INVESTMENT ADVISORS | 8 | 1 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q1 2022 | 13 |
VESTOR CAPITAL, LLC | 13 | 13 | 0.52% | 0.91% | 1.03% | Q1 2017 | Q1 2020 | 13 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.04% | 0.15% | Q2 2017 | Q1 2023 | 13 |
BBVA USA Bancshares, Inc. | 13 | 13 | 0.02% | 0.06% | 0.08% | Q1 2018 | Q1 2021 | 13 |
CSS LLC/IL | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
Gradient Investments LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 12 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.07% | 0.38% | Q1 2017 | Q3 2023 | 12 |
Highstreet Asset Management Inc. | 11 | 1 | 0.00% | 0.01% | 0.10% | Q4 2016 | Q4 2019 | 12 |
CIBC Asset Management Inc | 12 | 12 | 0.07% | 0.07% | 0.08% | Q4 2016 | Q3 2019 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 12 |
Mandatum Life Insurance Co Ltd | 12 | 12 | 0.08% | 0.18% | 0.26% | Q4 2016 | Q3 2019 | 12 |
Allianz Asset Management GmbH | 7 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2022 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.95% | 2.05% | 2.26% | Q4 2020 | Q3 2023 | 12 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.25% | 1.24% | Q1 2017 | Q1 2023 | 12 |
Sicart Associates LLC | 12 | 12 | 0.33% | 0.71% | 1.30% | Q1 2017 | Q4 2019 | 12 |
Veritable, L.P. | 8 | 1 | 0.00% | 0.01% | 0.10% | Q4 2016 | Q4 2021 | 12 |
FUKOKU MUTUAL LIFE INSURANCE Co | 12 | 12 | 1.11% | 1.44% | 1.65% | Q4 2016 | Q3 2019 | 12 |
Compagnie Lombard Odier SCmA | 10 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 12 |
New Vernon Capital Holdings II LLC | 9 | 2 | 0.57% | 2.48% | 5.82% | Q4 2019 | Q3 2023 | 11 |
Windsor Creek Advisors, LLC | 5 | 2 | 0.10% | 0.47% | 1.07% | Q4 2018 | Q4 2021 | 11 |
Rice Partnership, LLC | 11 | 11 | 0.01% | 0.74% | 1.56% | Q1 2021 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 11 |
SUNTRUST BANKS INC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2019 | 11 |
Bank of New York Mellon Corp | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 11 |
Jefferies Group LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 11 |
InterOcean Capital Group, LLC | 11 | 11 | 0.07% | 0.33% | 0.43% | Q1 2021 | Q3 2023 | 11 |
ACIMA PRIVATE WEALTH, LLC | 11 | 11 | 0.35% | 0.70% | 0.91% | Q3 2019 | Q1 2022 | 11 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 10 | 1 | 0.14% | 0.18% | 0.23% | Q1 2017 | Q4 2019 | 11 |
55I, LLC | 10 | 1 | 0.04% | 0.13% | 0.35% | Q4 2019 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Clear Perspective Advisors, LLC | 11 | 11 | 0.20% | 0.24% | 0.28% | Q4 2016 | Q2 2019 | 11 |
Walkner Condon Financial Advisors LLC | 7 | 4 | 0.06% | 0.11% | 0.23% | Q4 2020 | Q3 2023 | 11 |
Hudson Bay Capital Management LP | 11 | 11 | 0.02% | 0.14% | 0.34% | Q2 2017 | Q4 2019 | 11 |
DRW Securities, LLC | 4 | 1 | 0.01% | 0.12% | 0.73% | Q1 2018 | Q3 2023 | 11 |
WHITTIER TRUST CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 11 |
TRUIST FINANCIAL CORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
INNEALTA CAPITAL, LLC | 6 | 4 | 0.95% | 2.34% | 4.58% | Q1 2020 | Q3 2023 | 10 |
SevenBridge Financial Group, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2019 | 10 |
EATON VANCE MANAGEMENT | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2022 | 10 |
Lenox Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q2 2020 | 10 |
Bellecapital International Ltd. | 10 | 10 | 0.23% | 0.31% | 0.49% | Q2 2017 | Q3 2019 | 10 |
Morningstar Investment Management LLC | 10 | 10 | 10.58% | 15.35% | 24.76% | Q4 2018 | Q1 2021 | 10 |
MADISON INVESTMENT HOLDINGS INC | 6 | 4 | 0.01% | 0.14% | 0.26% | Q3 2016 | Q3 2019 | 10 |
Lenox Wealth Management, Inc. | 6 | 4 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q4 2019 | 10 |
PERSONAL CFO SOLUTIONS, LLC | 10 | 10 | 0.00% | 0.06% | 0.11% | Q3 2019 | Q4 2021 | 10 |
Merriman Wealth Management, LLC | 3 | 1 | 0.04% | 0.13% | 0.31% | Q1 2019 | Q2 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Marketfield Asset Management LLC | 5 | 5 | 3.67% | 4.82% | 6.05% | Q1 2021 | Q3 2023 | 10 |
NISA INVESTMENT ADVISORS, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
JANUS HENDERSON GROUP PLC | 6 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 10 |
SWMG, LLC | 6 | 4 | 0.18% | 0.80% | 1.34% | Q4 2020 | Q2 2023 | 10 |
Belpointe Asset Management LLC | 7 | 3 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2022 | 10 |
AFAM CAPITAL, INC. | 9 | 9 | 0.10% | 0.46% | 0.84% | Q3 2016 | Q3 2018 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Moneda S.A. Administradora General de Fondos | 9 | 9 | 0.54% | 0.76% | 0.93% | Q1 2021 | Q1 2023 | 9 |
Itau Unibanco Holding S.A. | 5 | 1 | 0.00% | 0.03% | 0.12% | Q4 2016 | Q1 2023 | 9 |
ArchPoint Investors | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 9 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Kistler-Tiffany Companies, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
KLK CAPITAL MANAGEMENT LLC | 5 | 4 | 2.47% | 4.69% | 7.52% | Q2 2021 | Q3 2023 | 9 |
Twin Lakes Capital Management, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2021 | 9 |
Ratio Wealth Group | 7 | 2 | 0.26% | 1.10% | 2.36% | Q2 2021 | Q3 2023 | 9 |
BlueCrest Capital Management Ltd | 7 | 2 | 0.02% | 0.06% | 0.20% | Q4 2020 | Q3 2023 | 9 |
XPONANCE, INC. | 6 | 3 | 0.19% | 1.95% | 5.41% | Q2 2017 | Q4 2019 | 9 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 9 | 9 | 0.20% | 0.34% | 0.48% | Q4 2016 | Q4 2018 | 9 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q4 2021 | 9 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.05% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Northeast Financial Consultants Inc | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2021 | 8 |
Integrated Wealth Concepts LLC | 4 | 1 | 0.01% | 0.22% | 0.85% | Q4 2019 | Q3 2023 | 8 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 8 |
BAILARD, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 8 |
Greytown Advisors Inc. | 8 | 8 | 0.12% | 2.34% | 4.18% | Q4 2016 | Q3 2018 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Henrickson Nauta Wealth Advisors, Inc. | 8 | 8 | 0.40% | 0.46% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Prospera Financial Services Inc | 7 | 1 | 0.00% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 8 |
Country Club Trust Company, n.a. | 8 | 8 | 0.04% | 0.16% | 0.27% | Q1 2017 | Q4 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Concord Wealth Partners | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 8 |
NatWest Group plc | 8 | 8 | 0.07% | 0.11% | 0.16% | Q4 2016 | Q3 2018 | 8 |
HUNTINGTON NATIONAL BANK | 5 | 3 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 8 |
MBB PUBLIC MARKETS I LLC | 6 | 6 | 0.00% | 0.04% | 0.07% | Q4 2021 | Q1 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.13% | 0.24% | 0.39% | Q4 2020 | Q3 2023 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Ledyard National Bank | 8 | 8 | 0.03% | 0.15% | 0.22% | Q1 2017 | Q4 2018 | 8 |
HARBOUR INVESTMENTS, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
SYNOVUS FINANCIAL CORP | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MEITAV INVESTMENT HOUSE LTD | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
H&H Retirement Design & Management INC | 8 | 8 | 0.22% | 1.60% | 2.70% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 7 | 7 | 0.00% | 0.04% | 0.09% | Q2 2021 | Q4 2022 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.04% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
JNBA Financial Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Ameraudi Asset Management, Inc. | 7 | 7 | 0.23% | 1.75% | 2.64% | Q1 2022 | Q3 2023 | 7 |
Madison Asset Management, LLC | 6 | 1 | 0.05% | 0.11% | 0.17% | Q4 2019 | Q2 2022 | 7 |
Robinson Value Management, Ltd. | 7 | 7 | 0.45% | 0.56% | 0.83% | Q1 2022 | Q3 2023 | 7 |
Baird Financial Group, Inc. | 6 | 1 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q2 2022 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.46% | 1.00% | Q1 2022 | Q3 2023 | 7 |
Trek Financial, LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 7 | 7 | 4.06% | 4.60% | 5.24% | Q1 2021 | Q3 2022 | 7 |
Desjardins Global Asset Management Inc. | 7 | 7 | 0.01% | 0.04% | 0.12% | Q1 2022 | Q3 2023 | 7 |
BELLEVUE ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Founders Financial Alliance, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
FDx Advisors, Inc. | 3 | 2 | 0.01% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 7 |
NWAM LLC | 7 | 7 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q1 2022 | 7 |
Vontobel Holding Ltd. | 5 | 2 | 0.00% | 0.09% | 0.17% | Q2 2021 | Q3 2023 | 7 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 7 |
Allie Family Office LLC | 7 | 7 | 0.64% | 0.68% | 0.72% | Q1 2022 | Q3 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.03% | 0.09% | Q3 2017 | Q3 2023 | 7 |
GenTrust, LLC | 7 | 7 | 0.04% | 1.05% | 2.04% | Q1 2022 | Q3 2023 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2018 | 7 |
Trust Co | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Hudock, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Polianta Ltd | 5 | 2 | 5.18% | 6.71% | 7.86% | Q3 2021 | Q2 2023 | 7 |
AGF INVESTMENTS INC. | 3 | 2 | 0.00% | 0.03% | 0.13% | Q4 2016 | Q4 2021 | 7 |
Quantitative Investment Management, LLC | 3 | 1 | 0.06% | 0.27% | 0.94% | Q2 2020 | Q2 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Column Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
BRINKER CAPITAL INC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Black Maple Capital Management LP | 3 | 2 | 0.10% | 0.39% | 1.10% | Q2 2021 | Q3 2023 | 7 |
City State Bank | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Tradewinds Capital Management, LLC | 4 | 3 | 0.00% | 2.70% | 9.83% | Q2 2018 | Q1 2023 | 7 |
SEI INVESTMENTS CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
CENTRAL TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AXA S.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q1 2018 | 6 |
OAK FAMILY ADVISORS, LLC | 6 | 6 | 1.06% | 1.47% | 2.37% | Q1 2021 | Q2 2022 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Congress Wealth Management LLC / DE / | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Graypoint LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Glovista Investments LLC | 5 | 1 | 0.30% | 0.79% | 2.16% | Q4 2016 | Q2 2018 | 6 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.05% | 0.18% | Q4 2020 | Q4 2022 | 6 |
M Holdings Securities, Inc. | 6 | 6 | 0.06% | 0.13% | 0.20% | Q1 2019 | Q2 2020 | 6 |
Litman Gregory Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Pasadena Private Wealth, LLC | 6 | 6 | 0.08% | 0.36% | 1.70% | Q1 2020 | Q2 2021 | 6 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.09% | 0.13% | 0.19% | Q2 2022 | Q3 2023 | 6 |
RDA Financial Network | 4 | 2 | 0.09% | 0.17% | 0.24% | Q1 2019 | Q2 2021 | 6 |
Psagot Value Holdings Ltd. / (Israel) | 6 | 6 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q4 2022 | 6 |
BESSEMER GROUP INC | 5 | 1 | 0.00% | 0.08% | 0.10% | Q3 2017 | Q1 2019 | 6 |
Venturi Wealth Management, LLC | 5 | 1 | 0.10% | 0.13% | 0.24% | Q2 2017 | Q3 2023 | 6 |
Donald L. Hagan, LLC | 2 | 2 | 0.18% | 0.78% | 1.59% | Q1 2017 | Q2 2023 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 6 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 6 |
Cetera Investment Advisers | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.00% | 0.08% | 0.17% | Q2 2018 | Q2 2022 | 6 |
NorthCoast Asset Management LLC | 3 | 1 | 0.02% | 0.17% | 0.32% | Q3 2018 | Q3 2021 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 2 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q1 2022 | 6 |
PineBridge Investments, L.P. | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 6 |
Kestra Advisory Services, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 6 |
Mutual Advisors, LLC | 4 | 1 | 0.01% | 0.06% | 0.25% | Q2 2021 | Q3 2023 | 6 |
Edge Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 6 | 6 | 0.10% | 0.19% | 0.28% | Q2 2022 | Q3 2023 | 6 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6 | 6 | 0.02% | 0.24% | 1.13% | Q1 2021 | Q2 2022 | 6 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 6 |
RPg Family Wealth Advisory, LLC | 6 | 6 | 0.17% | 0.24% | 0.32% | Q4 2021 | Q1 2023 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.04% | 0.12% | 0.17% | Q3 2018 | Q4 2019 | 6 |
ALLIANCEBERNSTEIN L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
First Allied Advisory Services, Inc. | 5 | 1 | 0.00% | 0.04% | 0.13% | Q2 2017 | Q3 2019 | 6 |
Calamos Advisors LLC | 6 | 6 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q1 2021 | 6 |
TBH Global Asset Management, LLC | 4 | 2 | 0.16% | 0.38% | 0.53% | Q1 2020 | Q3 2023 | 6 |
NewFocus Financial Group, LLC | 6 | 6 | 2.50% | 3.59% | 4.47% | Q2 2017 | Q3 2018 | 6 |
BCWM, LLC | 5 | 5 | 0.57% | 0.86% | 0.98% | Q4 2020 | Q4 2021 | 5 |
QUATTRO FINANCIAL ADVISORS LLC | 3 | 1 | 0.00% | 0.82% | 1.33% | Q3 2017 | Q3 2023 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
1607 Capital Partners, LLC | 5 | 5 | 0.03% | 0.06% | 0.09% | Q4 2016 | Q4 2017 | 5 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.06% | 0.12% | Q4 2019 | Q4 2022 | 5 |
Ergoteles LLC | 4 | 1 | 0.03% | 0.05% | 0.11% | Q2 2021 | Q3 2022 | 5 |
Vontobel Swiss Wealth Advisors AG | 5 | 5 | 0.16% | 0.34% | 0.71% | Q2 2018 | Q2 2019 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 5 |
Wolf Group Capital Advisors | 5 | 5 | 1.09% | 1.50% | 1.66% | Q3 2017 | Q3 2018 | 5 |
Onyx Bridge Wealth Group LLC | 2 | 1 | 0.08% | 0.82% | 2.06% | Q3 2021 | Q3 2023 | 5 |
Polaris Wealth Advisory Group, LLC | 5 | 5 | 0.10% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
VICTORY CAPITAL MANAGEMENT INC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q2 2020 | 5 |
WMS Partners, LLC | 5 | 5 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Sepio Capital, LP | 5 | 5 | 0.30% | 0.36% | 0.41% | Q1 2022 | Q1 2023 | 5 |
Pentwater Capital Management LP | 3 | 1 | 0.01% | 0.09% | 0.19% | Q1 2020 | Q3 2023 | 5 |
NEW YORK STATE COMMON RETIREMENT FUND | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
ATLAS CAPITAL ADVISORS LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 5 |
Jacobi Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2021 | 5 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.04% | 0.11% | Q3 2017 | Q2 2019 | 5 |
Canvas Wealth Advisors, LLC | 5 | 5 | 0.15% | 0.95% | 1.63% | Q1 2021 | Q1 2022 | 5 |
GFS Advisors, LLC | 5 | 5 | 0.11% | 0.13% | 0.14% | Q4 2020 | Q4 2021 | 5 |
Harvest Fund Management Co., Ltd | 4 | 1 | 0.03% | 0.05% | 0.13% | Q2 2018 | Q4 2019 | 5 |
Investors Research Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AXS Investments LLC | 5 | 5 | 0.00% | 0.16% | 0.28% | Q2 2022 | Q2 2023 | 5 |
Exchange Capital Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Pacifica Partners Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Financial Management Professionals, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
BANK OF NOVA SCOTIA | 5 | 5 | 0.00% | 0.01% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Red Tortoise LLC | 4 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 5 |
Camelot Portfolios, LLC | 3 | 2 | 0.14% | 0.18% | 0.23% | Q4 2018 | Q1 2020 | 5 |
Taikang Asset Management (Hong Kong) Co Ltd | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
CUMBERLAND ADVISORS INC | 5 | 5 | 0.36% | 0.46% | 0.66% | Q2 2021 | Q2 2022 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 5 |
CHOREO, LLC | 5 | 5 | 0.04% | 0.06% | 0.06% | Q1 2017 | Q1 2018 | 5 |
Dorsey & Whitney Trust CO LLC | 5 | 5 | 0.09% | 0.12% | 0.14% | Q3 2021 | Q3 2022 | 5 |
MYCIO WEALTH PARTNERS, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2018 | 5 |
ROCKEFELLER FINANCIAL SERVICES INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
CSM Advisors, LLC | 5 | 5 | 0.12% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Daiwa Securities Group Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Knott David M Jr | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
AE Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Connectus Wealth, LLC | 3 | 2 | 0.18% | 0.21% | 0.29% | Q1 2022 | Q3 2023 | 5 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 4 |
FRANKLIN RESOURCES INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 4 |
Evolution Wealth Advisors, LLC | 2 | 2 | 0.00% | 1.06% | 2.30% | Q2 2020 | Q2 2021 | 4 |
StoneX Group Inc. | 4 | 4 | 0.24% | 0.30% | 0.41% | Q1 2021 | Q4 2021 | 4 |
Coatue Management | 4 | 4 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2020 | 4 |
Sharper & Granite LLC | 4 | 4 | 1.38% | 1.69% | 2.05% | Q4 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 4 |
JBF Capital, Inc. | 4 | 4 | 0.07% | 0.14% | 0.26% | Q4 2018 | Q3 2019 | 4 |
Valence8 US LP | 4 | 4 | 3.94% | 4.87% | 6.58% | Q4 2022 | Q3 2023 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.26% | 0.42% | 0.59% | Q1 2021 | Q2 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PINNACLE ASSOCIATES LTD | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q1 2022 | 4 |
AlphaCentric Advisors LLC | 3 | 1 | 0.01% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 4 |
MGO Private Wealth, LLC | 4 | 4 | 0.15% | 0.40% | 0.70% | Q3 2022 | Q2 2023 | 4 |
Eaton Financial Holdings Company, LLC | 4 | 4 | 0.16% | 0.41% | 0.51% | Q4 2022 | Q3 2023 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 4 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.06% | 0.11% | Q3 2021 | Q2 2022 | 4 |
DOWLING & YAHNKE LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 4 |
WELLINGTON MANAGEMENT GROUP LLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
1832 Asset Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.00% | 0.02% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Karpus Management, Inc. | 4 | 4 | 0.02% | 0.15% | 0.20% | Q1 2022 | Q4 2022 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 4 | 0.11% | 0.16% | 0.19% | Q2 2021 | Q1 2022 | 4 |
Delek Group, Ltd. | 2 | 1 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.20% | 0.61% | Q4 2016 | Q1 2019 | 4 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 4 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 2.00% | 2.88% | 3.90% | Q4 2016 | Q3 2017 | 4 |
ExodusPoint Capital Management, LP | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2020 | 4 |
ROTHSCHILD INVESTMENT LLC /IL | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q3 2017 | 4 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q1 2022 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.30% | 0.31% | 0.31% | Q4 2016 | Q3 2017 | 4 |
Balentine LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
XL Group Investments Ltd | 4 | 4 | 3.22% | 3.79% | 4.23% | Q4 2016 | Q3 2017 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
JAMES INVESTMENT RESEARCH INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2020 | 4 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
Karp Capital Management Corp | 3 | 3 | 0.04% | 0.68% | 1.29% | Q1 2022 | Q3 2022 | 3 |
Permanens Capital L.P. | 3 | 3 | 0.95% | 1.19% | 1.31% | Q1 2023 | Q3 2023 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Knollwood Investment Advisory, LLC | 3 | 3 | 1.15% | 1.78% | 2.20% | Q4 2022 | Q2 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Financial & Tax Architects, LLC | 1 | 1 | 0.35% | 0.40% | 0.50% | Q3 2021 | Q4 2022 | 3 |
tru Independence LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 3 |
Americana Partners, LLC | 3 | 3 | 0.07% | 0.10% | 0.13% | Q1 2022 | Q3 2022 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.19% | 0.25% | 0.29% | Q1 2023 | Q3 2023 | 3 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2019 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Sigma Planning Corp | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 3 |
Lineweaver Wealth Advisors, LLC | 3 | 3 | 0.16% | 0.34% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Columbus Macro, LLC | 2 | 1 | 0.14% | 0.52% | 0.78% | Q1 2018 | Q2 2021 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q1 2021 | 3 |
Chanos & Co LP | 3 | 3 | 0.86% | 1.37% | 1.97% | Q2 2018 | Q4 2018 | 3 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q1 2021 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.71% | 0.72% | 0.72% | Q1 2022 | Q3 2022 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Lumature Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Sierra Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q4 2018 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q1 2023 | Q3 2023 | 3 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q3 2017 | 3 |
EXANE DERIVATIVES | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q1 2021 | 3 |
Bluefin Trading, LLC | 2 | 1 | 0.10% | 0.29% | 0.61% | Q1 2017 | Q4 2018 | 3 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 3 | 0.20% | 0.42% | 0.56% | Q1 2022 | Q3 2022 | 3 |
NATIXIS | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2021 | 3 |
ALTFEST L J & CO INC | 3 | 3 | 0.25% | 0.40% | 0.67% | Q4 2020 | Q2 2021 | 3 |
Altium Wealth Management LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
EverSource Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
AMERICAN INTERNATIONAL GROUP, INC. | 3 | 3 | 0.22% | 0.29% | 0.33% | Q4 2020 | Q2 2021 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.81% | 0.82% | 0.83% | Q4 2021 | Q2 2022 | 3 |
COOKSON PEIRCE & CO INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q1 2018 | Q1 2019 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cerity Partners LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2019 | 3 |
BerganKDV Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 3 |
CI INVESTMENTS INC. | 2 | 1 | 0.01% | 0.18% | 0.31% | Q3 2019 | Q1 2021 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Advisors Preferred, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Laffer Tengler Investments, Inc. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q1 2017 | 2 |
XR Securities LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Csenge Advisory Group | 2 | 2 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q3 2018 | 2 |
American Trust | 1 | 1 | 0.22% | 0.33% | 0.44% | Q2 2022 | Q1 2023 | 2 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.02% | 0.22% | 0.41% | Q2 2022 | Q4 2022 | 2 |
Kiwi Wealth Investments Limited Partnership | 2 | 2 | 0.05% | 0.28% | 0.51% | Q2 2021 | Q3 2021 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Numeric Investors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.15% | 0.30% | Q4 2022 | Q2 2023 | 2 |
Ariel Investments | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Logan Stone Capital, LLC | 2 | 2 | 0.20% | 0.42% | 0.64% | Q2 2023 | Q3 2023 | 2 |
Idaho Trust Bank | 2 | 2 | 1.66% | 1.69% | 1.73% | Q2 2023 | Q3 2023 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q2 2017 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.43% | 1.41% | 2.40% | Q1 2019 | Q1 2019 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
VIEWPOINT INVESTMENT PARTNERS CORP | 1 | 1 | 0.02% | 0.08% | 0.14% | Q4 2018 | Q2 2021 | 2 |
1st Global Advisors, Inc. | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2016 | Q1 2017 | 2 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 2 |
ALLSTATE CORP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
F3Logic, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
H. L. Ormond & Company, LLC | 2 | 2 | 0.52% | 0.53% | 0.53% | Q4 2021 | Q1 2022 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
FORESTERS ASSET MANAGEMENT INC. | 2 | 2 | 0.46% | 0.51% | 0.56% | Q4 2016 | Q1 2017 | 2 |
Norway Savings Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
PICTET ASSET MANAGEMENT SA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.00% | 0.05% | 0.10% | Q4 2022 | Q1 2023 | 2 |
PICTET BANK & TRUST Ltd | 2 | 2 | 2.01% | 2.02% | 2.03% | Q4 2020 | Q1 2021 | 2 |
Hilltop Partners LLC | 1 | 1 | 0.21% | 1.99% | 3.77% | Q4 2022 | Q3 2023 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Sage Advisory Services, Ltd.Co. | 2 | 2 | 1.96% | 1.96% | 1.96% | Q2 2023 | Q3 2023 | 2 |
Point72 Asset Management, L.P. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q1 2023 | Q2 2023 | 2 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 2 |
Navigation Wealth Management, Inc. | 1 | 1 | 0.22% | 1.59% | 2.95% | Q1 2021 | Q3 2021 | 2 |
MMA ASSET MANAGEMENT LLC | 2 | 2 | 0.25% | 0.30% | 0.35% | Q3 2022 | Q4 2022 | 2 |
Prostatis Group LLC | 2 | 2 | 1.02% | 1.03% | 1.04% | Q1 2023 | Q2 2023 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Cordasco Financial Network | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Alaska Permanent Fund Corp | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Magnus Financial Group LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Pekin Hardy Strauss, Inc. | 2 | 2 | 0.21% | 0.28% | 0.35% | Q1 2021 | Q2 2021 | 2 |
Spot Trading L.L.C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
JANUS HENDERSON INVESTORS US LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Lebenthal Asset Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q1 2017 | 2 |
Crabel Capital Management, LLC | 1 | 1 | 0.05% | 0.12% | 0.19% | Q4 2017 | Q4 2021 | 2 |
RiverGlades Family Offices LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q1 2018 | Q2 2018 | 2 |
Activest Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 2 |
FCA CORP /TX | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2017 | Q2 2017 | 2 |
CONTINENTAL ADVISORS LLC | 2 | 2 | 1.40% | 1.48% | 1.56% | Q4 2022 | Q1 2023 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Clearshares LLC | 2 | 2 | 0.48% | 0.48% | 0.48% | Q3 2021 | Q4 2021 | 2 |
Benefit Street Partners LLC | 2 | 2 | 0.07% | 0.14% | 0.20% | Q1 2021 | Q2 2021 | 2 |
Vestcor Inc | 2 | 2 | 0.07% | 0.10% | 0.12% | Q4 2019 | Q1 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Monument Capital Management | 2 | 2 | 0.12% | 0.13% | 0.13% | Q3 2019 | Q4 2019 | 2 |
Susquehanna International Group Ltd. | 1 | 1 | 0.34% | 0.51% | 0.68% | Q4 2021 | Q4 2022 | 2 |
Richard Bernstein Advisors LLC | 2 | 2 | 0.00% | 0.41% | 0.82% | Q2 2017 | Q3 2017 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
COWEN INC. | 2 | 2 | 0.30% | 0.42% | 0.54% | Q4 2016 | Q1 2017 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Community Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 2 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2020 | Q2 2020 | 2 |
Quent Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 2 | 0.23% | 0.77% | 1.32% | Q4 2018 | Q1 2019 | 2 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Man Group plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Deer Park Road Corp | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
STEPH & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Caprock Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Diametric Capital, LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2020 | Q4 2020 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 2.38% | 2.38% | 2.38% | Q4 2021 | Q4 2021 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Legacy Private Trust Co. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Daiwa SB Investments Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FDO Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Kellett Wealth Advisors, LLC | 1 | 1 | 6.86% | 6.86% | 6.86% | Q1 2022 | Q1 2022 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
CONNING INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q4 2017 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2016 | Q4 2016 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2021 | Q2 2021 | 1 |
London & Capital Asset Management Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Amundi | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Julex Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Van Leeuwen & Company, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2021 | Q1 2021 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ilmarinen Mutual Pension Insurance Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2010 | Q2 2010 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2017 | Q4 2017 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Asset Management Resources, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ACG Wealth | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
BlackRock Fund Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Avion Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
TD Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Windhaven Investment Management, Inc. | 1 | 1 | 2.37% | 2.37% | 2.37% | Q1 2017 | Q1 2017 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
First PREMIER Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HIGH POINT BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q4 2017 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2019 | Q4 2019 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
James Hambro & Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Values Added Financial LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2019 | Q4 2019 | 1 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2021 | Q1 2021 | 1 |
Progeny 3, Inc. | 1 | 1 | 4.28% | 4.28% | 4.28% | Q1 2021 | Q1 2021 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DC Investments Management, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2023 | Q3 2023 | 1 |
Nicholas Hoffman & Company, LLC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2017 | Q1 2017 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2016 | Q4 2016 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Marks Group Wealth Management, Inc | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2019 | Q4 2019 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2019 | Q2 2019 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2017 | Q4 2017 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Ibex Investors LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
F&V Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Brookstone Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
Veracity Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 2.94% | 2.94% | 2.94% | Q1 2021 | Q1 2021 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alpine Group USVI, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HYMAN CHARLES D | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2017 | Q1 2017 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Moab Capital Partners | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2019 | Q1 2019 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Beck Bode, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Crow Point Partners, LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2019 | Q4 2019 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.