Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 80 |
Citadel Advisors | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 78 |
Cutler Group LLC / CA | 18 | 2 | 0.00% | 0.00% | 0.03% | Q4 2016 | Q3 2023 | 48 |
CITIGROUP INC | 28 | 28 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 44 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2021 | 35 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 29 |
Cambridge Investment Research Advisors, Inc. | 28 | 28 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
ROYAL BANK OF CANADA | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
ENVESTNET ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
BlackRock Inc. | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
JPMORGAN CHASE & CO | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
FIFTH THIRD BANCORP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
MORGAN STANLEY | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
UBS Group AG | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.16% | 0.95% | Q1 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
LPL Financial LLC | 28 | 28 | 0.01% | 0.03% | 0.13% | Q4 2016 | Q3 2023 | 28 |
MCF Advisors LLC | 20 | 7 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 27 |
Raymond James Financial Services Advisors, Inc. | 23 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Janney Montgomery Scott LLC | 27 | 27 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2023 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Private Advisor Group, LLC | 19 | 8 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.02% | 0.07% | Q2 2017 | Q3 2023 | 26 |
Anchor Investment Management, LLC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q4 2023 | 26 |
North Star Investment Management Corp. | 15 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 14 | 1 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 25 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 17 | 1 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
Flaharty Asset Management, LLC | 24 | 24 | 0.05% | 3.39% | 4.52% | Q1 2017 | Q4 2022 | 24 |
PNC FINANCIAL SERVICES GROUP, INC. | 23 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TRUIST FINANCIAL CORP | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 23 |
Geneos Wealth Management Inc. | 23 | 23 | 0.00% | 0.02% | 0.16% | Q4 2016 | Q2 2022 | 23 |
Cetera Advisor Networks LLC | 23 | 23 | 0.04% | 0.08% | 0.12% | Q4 2016 | Q2 2022 | 23 |
Front Row Advisors LLC | 22 | 22 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q1 2023 | 22 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 22 |
MACKENZIE FINANCIAL CORP | 18 | 4 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2023 | 22 |
Belpointe Asset Management LLC | 16 | 6 | 0.01% | 0.08% | 0.19% | Q3 2017 | Q1 2023 | 22 |
Advisory Services Network, LLC | 19 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2023 | 21 |
WEDBUSH SECURITIES INC | 18 | 1 | 0.02% | 0.08% | 0.15% | Q2 2017 | Q3 2023 | 21 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 21 | 21 | 0.03% | 0.66% | 1.39% | Q4 2016 | Q4 2021 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Catalyst Capital Advisors LLC | 17 | 4 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q1 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.08% | 0.83% | Q3 2018 | Q3 2023 | 21 |
Versant Capital Management, Inc | 20 | 20 | 0.00% | 0.10% | 0.60% | Q3 2017 | Q2 2022 | 20 |
Sigma Planning Corp | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2021 | 20 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.06% | 0.17% | Q4 2016 | Q3 2023 | 20 |
Brookstone Capital Management | 10 | 1 | 0.02% | 0.11% | 0.40% | Q4 2016 | Q3 2023 | 20 |
GOLDMAN SACHS GROUP INC | 13 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Cetera Advisors LLC | 20 | 20 | 0.01% | 0.05% | 0.10% | Q4 2016 | Q3 2021 | 20 |
Claybrook Capital, LLC | 9 | 3 | 0.15% | 0.21% | 0.27% | Q4 2017 | Q3 2023 | 20 |
Harvest Investment Services, LLC | 20 | 20 | 0.11% | 0.24% | 0.42% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2022 | 20 |
AE Wealth Management LLC | 19 | 19 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 6 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q4 2021 | 19 |
1834 INVESTMENT ADVISORS CO | 19 | 19 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q2 2022 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.15% | 0.31% | 0.64% | Q1 2019 | Q3 2023 | 19 |
Mariner, LLC | 19 | 19 | 0.00% | 0.02% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Patriot Financial Group Insurance Agency, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 19 |
Mount Lucas Management LP | 7 | 1 | 0.14% | 0.93% | 2.02% | Q4 2016 | Q3 2023 | 19 |
Regal Investment Advisors LLC | 13 | 1 | 0.03% | 0.17% | 0.43% | Q4 2016 | Q4 2021 | 18 |
REILLY FINANCIAL ADVISORS, LLC | 13 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 17 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 17 |
Gradient Investments LLC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 17 |
CX Institutional | 14 | 1 | 0.00% | 0.03% | 0.18% | Q2 2018 | Q2 2023 | 17 |
Edge Wealth Management LLC | 17 | 17 | 0.00% | 1.17% | 3.58% | Q4 2016 | Q4 2020 | 17 |
Quad-Cities Investment Group, LLC | 17 | 17 | 0.18% | 0.58% | 1.05% | Q1 2018 | Q1 2022 | 17 |
STIFEL FINANCIAL CORP | 13 | 4 | 0.00% | 0.00% | 0.03% | Q4 2016 | Q1 2021 | 17 |
SYNOVUS FINANCIAL CORP | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2020 | 17 |
ALETHEA CAPITAL MANAGEMENT, LLC | 6 | 5 | 0.13% | 0.66% | 2.08% | Q4 2016 | Q3 2021 | 17 |
PARK AVENUE SECURITIES LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
NEXT Financial Group, Inc | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2021 | 16 |
BerganKDV Wealth Management, LLC | 16 | 16 | 0.00% | 0.08% | 0.15% | Q2 2018 | Q1 2022 | 16 |
IHT Wealth Management, LLC | 13 | 3 | 0.03% | 0.15% | 0.28% | Q2 2019 | Q3 2023 | 16 |
First Allied Advisory Services, Inc. | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2020 | 16 |
BALDWIN BROTHERS LLC/MA | 14 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2022 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 14 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 16 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 15 |
BLAIR WILLIAM & CO/IL | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 15 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 9 | 6 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q3 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Capital Investment Advisors, LLC | 15 | 15 | 0.04% | 0.11% | 0.19% | Q2 2020 | Q4 2023 | 15 |
Symphony Financial, Ltd. Co. | 15 | 15 | 0.07% | 0.17% | 0.27% | Q1 2020 | Q3 2023 | 15 |
REGIONS FINANCIAL CORP | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Samalin Investment Counsel, LLC | 15 | 15 | 0.12% | 0.40% | 0.53% | Q4 2019 | Q2 2023 | 15 |
ROCKLAND TRUST CO | 15 | 15 | 0.03% | 0.07% | 0.11% | Q3 2018 | Q1 2022 | 15 |
EVERGREEN CAPITAL MANAGEMENT LLC | 15 | 15 | 0.14% | 0.40% | 0.98% | Q1 2020 | Q3 2023 | 15 |
Advocacy Wealth Management Services, LLC | 14 | 1 | 0.00% | 11.12% | 24.99% | Q4 2016 | Q1 2022 | 15 |
Prospera Financial Services Inc | 7 | 1 | 0.01% | 0.06% | 0.27% | Q2 2017 | Q1 2022 | 15 |
RAYMOND JAMES TRUST N.A. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2021 | 15 |
Parallel Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Advisors Asset Management, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 14 |
Private Ocean, LLC | 10 | 4 | 0.01% | 0.06% | 0.23% | Q1 2018 | Q2 2022 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Creative Planning | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 14 |
LINCOLN NATIONAL CORP | 9 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 14 |
FIDUCIARY TRUST INTERNATIONAL LLC | 13 | 1 | 0.04% | 0.09% | 0.15% | Q4 2016 | Q2 2020 | 14 |
ALLIANCEBERNSTEIN L.P. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 14 |
BDO Wealth Advisors, LLC | 10 | 3 | 0.00% | 0.43% | 0.97% | Q1 2020 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
QUADRANT CAPITAL GROUP LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
Man Group plc | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Brinker Capital Investments, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
Nan Shan Life Insurance Co., Ltd. | 13 | 13 | 0.20% | 0.82% | 1.35% | Q4 2016 | Q4 2019 | 13 |
ARS Investment Partners, LLC | 13 | 13 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q4 2019 | 13 |
Ironsides Asset Advisors, LLC | 13 | 13 | 0.12% | 0.32% | 0.68% | Q2 2018 | Q2 2021 | 13 |
Ausdal Financial Partners, Inc. | 13 | 13 | 0.06% | 0.62% | 1.18% | Q4 2016 | Q4 2019 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.02% | 0.05% | 0.10% | Q4 2016 | Q4 2019 | 13 |
SMH CAPITAL ADVISORS INC | 13 | 13 | 0.68% | 1.33% | 1.76% | Q4 2017 | Q4 2020 | 13 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
Larson Financial Group LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 13 |
PROFFITT & GOODSON INC | 10 | 1 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q4 2022 | 13 |
NorthCoast Asset Management LLC | 13 | 13 | 0.02% | 0.27% | 0.60% | Q3 2018 | Q3 2021 | 13 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
M&R CAPITAL MANAGEMENT INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2019 | 12 |
Winslow, Evans & Crocker, Inc. | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2019 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.07% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 0.25% | 0.48% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Future Financial Wealth Managment LLC | 12 | 12 | 0.32% | 0.47% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Westside Investment Management, Inc. | 7 | 5 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q1 2022 | 12 |
TCG Advisory Services, LLC | 12 | 12 | 0.06% | 0.16% | 0.43% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 12 |
BANK OF MONTREAL /CAN/ | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 12 |
Parallax Volatility Advisers, L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
BECK CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.18% | 0.52% | 1.62% | Q4 2016 | Q2 2019 | 11 |
TWO SIGMA INVESTMENTS, LP | 5 | 2 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2021 | 11 |
Mutual Advisors, LLC | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Proficio Capital Partners LLC | 11 | 11 | 0.05% | 0.98% | 2.71% | Q1 2019 | Q3 2021 | 11 |
WealthPLAN Partners, LLC | 6 | 1 | 0.02% | 0.06% | 0.14% | Q1 2017 | Q2 2021 | 11 |
Willingdon Wealth Management | 10 | 1 | 0.03% | 0.05% | 0.20% | Q4 2016 | Q4 2019 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Donoghue Forlines LLC | 6 | 4 | 0.45% | 0.87% | 1.94% | Q3 2018 | Q3 2021 | 10 |
HAP Trading, LLC | 6 | 1 | 0.00% | 0.04% | 0.10% | Q2 2019 | Q3 2022 | 10 |
Baird Financial Group, Inc. | 8 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2022 | 10 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 10 | 0.13% | 0.19% | 0.40% | Q4 2019 | Q1 2022 | 10 |
Sanctuary Wealth Management, L.L.C. | 5 | 1 | 0.03% | 1.03% | 8.15% | Q1 2010 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
Global Wealth Management Investment Advisory, Inc. | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2021 | 10 |
Almanack Investment Partners, LLC. | 6 | 4 | 0.02% | 0.19% | 0.68% | Q1 2017 | Q1 2022 | 10 |
Sugarloaf Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
SIGNET FINANCIAL MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.06% | 0.07% | Q4 2016 | Q4 2021 | 9 |
US BANCORP \DE\ | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Beacon Financial Advisory LLC | 9 | 9 | 0.13% | 0.15% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Sumitomo Mitsui Trust Holdings, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
SSI INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.01% | 0.11% | 0.28% | Q2 2020 | Q2 2022 | 9 |
WRAPMANAGER INC | 5 | 4 | 0.12% | 0.25% | 0.46% | Q4 2016 | Q2 2019 | 9 |
Patriot Wealth Management, Inc. | 9 | 9 | 0.34% | 0.41% | 0.54% | Q4 2016 | Q4 2018 | 9 |
Asset Allocation & Management Company, LLC | 6 | 1 | 0.09% | 0.20% | 1.00% | Q4 2019 | Q2 2022 | 9 |
WestEnd Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Cypress Wealth Services, LLC | 9 | 9 | 0.06% | 0.08% | 0.11% | Q4 2017 | Q4 2019 | 9 |
Bell Bank | 9 | 9 | 0.08% | 0.11% | 0.14% | Q1 2017 | Q1 2019 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
CWM, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 4 | 2 | 1.79% | 2.59% | 3.14% | Q4 2016 | Q2 2021 | 9 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2021 | 9 |
Intellectus Partners, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2019 | 9 |
PINNACLE ASSOCIATES LTD | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 9 |
RWA WEALTH PARTNERS, LLC | 4 | 1 | 0.04% | 0.38% | 0.95% | Q1 2017 | Q2 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.16% | 0.35% | Q2 2021 | Q3 2023 | 9 |
AJ WEALTH STRATEGIES, LLC | 9 | 9 | 0.07% | 1.72% | 2.64% | Q3 2020 | Q3 2022 | 9 |
NATIXIS | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 8 |
Jacobi Capital Management LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 2 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q1 2022 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 8 |
Sheaff Brock Investment Advisors, LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2019 | 8 |
Centiva Capital, LP | 3 | 1 | 0.03% | 0.25% | 1.43% | Q2 2019 | Q2 2023 | 8 |
Montecito Bank & Trust | 8 | 8 | 0.06% | 0.13% | 0.16% | Q4 2016 | Q3 2018 | 8 |
Capital Asset Advisory Services LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Mirae Asset Global Investments Co., Ltd. | 4 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q2 2020 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.04% | 0.04% | 0.07% | Q4 2019 | Q3 2021 | 8 |
RITHOLTZ WEALTH MANAGEMENT | 7 | 1 | 0.16% | 0.22% | 0.30% | Q4 2016 | Q4 2018 | 8 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 8 |
Element Wealth, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 8 |
Investors Research Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q2 2022 | 8 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q2 2017 | Q1 2019 | 8 |
SkyView Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Rehmann Capital Advisory Group | 3 | 2 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q2 2021 | 8 |
Stonebridge Capital Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 8 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.02% | 0.12% | Q3 2019 | Q1 2021 | 7 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
OPPENHEIMER & CO INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
TWO SIGMA ADVISERS, LP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 7 |
Cambria Investment Management, L.P. | 4 | 3 | 0.64% | 0.85% | 1.04% | Q4 2016 | Q1 2019 | 7 |
Main Management LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q3 2019 | 7 |
TCG Advisors, LP | 7 | 7 | 0.50% | 0.81% | 0.97% | Q4 2018 | Q2 2020 | 7 |
SEAVIEW INVESTMENT MANAGERS LLC | 7 | 7 | 0.08% | 0.19% | 0.35% | Q3 2021 | Q1 2023 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
VisionPoint Advisory Group, LLC | 4 | 3 | 0.10% | 2.41% | 4.93% | Q4 2021 | Q3 2023 | 7 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 7 |
Laurel Grove Capital, LLC | 7 | 7 | 0.28% | 0.31% | 0.33% | Q1 2017 | Q3 2018 | 7 |
Castle Rock Wealth Management, LLC | 4 | 3 | 0.00% | 0.48% | 0.81% | Q1 2018 | Q4 2019 | 7 |
Wealthspire Advisors, L.P. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 7 |
Weaver Consulting Group | 7 | 7 | 0.02% | 0.04% | 0.10% | Q1 2019 | Q3 2020 | 7 |
AMERICAN NATIONAL BANK | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
London & Capital Asset Management Ltd | 7 | 7 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q1 2022 | 7 |
BARCLAYS PLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Royal Fund Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
CLEAR STREET MARKETS LLC | 5 | 1 | 0.00% | 0.04% | 0.12% | Q3 2020 | Q3 2023 | 7 |
CreativeOne Wealth, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Blue Sky Asset Management, LLC | 4 | 1 | 0.31% | 0.86% | 1.56% | Q1 2017 | Q1 2019 | 7 |
Greenland Capital Management LP | 4 | 4 | 0.06% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 7 |
Douglass Winthrop Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Moors & Cabot, Inc. | 6 | 1 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q3 2018 | 7 |
Atria Investments, Inc | 4 | 2 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q4 2018 | 6 |
BESSEMER GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 6 |
FWL INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.13% | 4.58% | 7.02% | Q4 2021 | Q3 2023 | 6 |
Old Port Advisors | 6 | 6 | 0.09% | 0.23% | 0.34% | Q1 2021 | Q2 2022 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
CEDAR HILL ASSOCIATES, LLC | 6 | 6 | 2.48% | 2.73% | 3.14% | Q3 2016 | Q4 2017 | 6 |
First Capital Advisors Group, LLC. | 6 | 6 | 0.05% | 1.58% | 2.49% | Q4 2016 | Q1 2018 | 6 |
Allianz Asset Management GmbH | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 6 |
Carnegie Capital Asset Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q2 2020 | 6 |
CREDIT SUISSE AG/ | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 1 | 0.03% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 6 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.13% | 0.23% | 0.45% | Q1 2018 | Q2 2019 | 6 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.16% | 0.49% | Q2 2017 | Q3 2022 | 6 |
Independent Advisor Alliance | 5 | 1 | 0.02% | 0.03% | 0.12% | Q4 2019 | Q4 2021 | 6 |
Baker Avenue Asset Management, LP | 5 | 1 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
AlphaCentric Advisors LLC | 5 | 1 | 0.04% | 0.14% | 0.21% | Q4 2020 | Q3 2023 | 6 |
Simplicity Solutions, LLC | 4 | 2 | 0.01% | 0.01% | 0.04% | Q4 2018 | Q4 2020 | 6 |
VICUS CAPITAL | 6 | 6 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q4 2021 | 6 |
E&G Advisors, LP | 5 | 5 | 0.09% | 0.13% | 0.15% | Q4 2016 | Q4 2017 | 5 |
Atlas Private Wealth Advisors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
FormulaFolio Investments, LLC | 3 | 2 | 0.08% | 0.12% | 0.16% | Q3 2019 | Q2 2021 | 5 |
SMITH, MOORE & CO. | 5 | 5 | 0.08% | 0.10% | 0.11% | Q1 2019 | Q1 2020 | 5 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 5 | 5 | 0.16% | 0.18% | 0.22% | Q2 2017 | Q2 2018 | 5 |
Canton Hathaway, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 5 |
NexWave Capital Partners LLC | 5 | 5 | 3.33% | 6.51% | 11.36% | Q1 2020 | Q1 2021 | 5 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 5 | 5 | 0.06% | 0.10% | 0.14% | Q4 2019 | Q4 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Redhawk Wealth Advisors, Inc. | 5 | 5 | 0.20% | 0.29% | 0.34% | Q2 2020 | Q2 2021 | 5 |
TRUE Private Wealth Advisors | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
NTV ASSET MANAGEMENT LLC | 5 | 5 | 0.06% | 0.13% | 0.18% | Q2 2021 | Q2 2022 | 5 |
Ironwood Financial, llc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Janney Capital Management LLC | 5 | 5 | 0.11% | 0.12% | 0.13% | Q4 2016 | Q4 2017 | 5 |
PRIVATE TRUST CO NA | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Segment Wealth Management, LLC | 5 | 5 | 0.81% | 0.89% | 0.95% | Q2 2020 | Q2 2021 | 5 |
Virtue Capital Management, LLC | 4 | 1 | 0.07% | 0.14% | 0.28% | Q3 2018 | Q4 2019 | 5 |
Capital Investment Advisory Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 5 |
Advisory Alpha, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Quantitative Advantage, LLC | 5 | 5 | 0.39% | 0.45% | 0.53% | Q4 2016 | Q4 2017 | 5 |
Continuum Advisory, LLC | 5 | 5 | 0.07% | 0.43% | 0.55% | Q3 2022 | Q3 2023 | 5 |
Lion Street Advisors, LLC | 5 | 5 | 9.06% | 12.24% | 17.56% | Q4 2019 | Q4 2020 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.12% | 0.30% | Q4 2017 | Q4 2019 | 4 |
Liberty Capital Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Belvedere Trading LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Caption Management, LLC | 2 | 1 | 0.05% | 0.10% | 0.14% | Q1 2020 | Q1 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Sage Advisory Services, Ltd.Co. | 3 | 1 | 0.07% | 0.35% | 0.49% | Q2 2019 | Q1 2021 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Ascendant Capital Management, LLC | 4 | 4 | 1.36% | 2.45% | 4.23% | Q4 2020 | Q3 2021 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 4 |
Private Advisory Group LLC | 4 | 4 | 0.18% | 0.26% | 0.32% | Q3 2018 | Q2 2019 | 4 |
Smith Affiliated Capital Corp. | 4 | 4 | 0.01% | 0.13% | 0.17% | Q4 2016 | Q3 2017 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q1 2021 | 4 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.08% | 0.23% | Q1 2020 | Q2 2023 | 4 |
Vestcor Inc | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2020 | 4 |
TimeScale Financial, Inc. | 4 | 4 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q1 2020 | 4 |
CFO4Life Group, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Patten Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Princeton Global Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 4 |
Clarity Financial LLC | 2 | 2 | 0.04% | 0.09% | 0.14% | Q3 2022 | Q3 2023 | 4 |
COLONY GROUP LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q2 2021 | 4 |
J. L. Bainbridge & Co., Inc. | 1 | 1 | 0.03% | 0.07% | 0.12% | Q2 2018 | Q1 2021 | 4 |
Sculati Wealth Management, LLC | 4 | 4 | 0.26% | 0.45% | 0.59% | Q3 2020 | Q2 2021 | 4 |
Benchmark Capital Advisors | 4 | 4 | 0.77% | 0.89% | 0.95% | Q4 2016 | Q3 2017 | 4 |
MATRIX PRIVATE CAPITAL GROUP LLC | 3 | 1 | 0.14% | 0.21% | 0.42% | Q4 2019 | Q2 2021 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.23% | 0.25% | 0.28% | Q4 2016 | Q3 2017 | 4 |
NATIONAL PLANNING CORP | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2016 | Q3 2017 | 4 |
Parkside Investments, LLC | 4 | 4 | 1.40% | 2.50% | 3.15% | Q1 2017 | Q4 2017 | 4 |
BTS Asset Management, Inc. | 4 | 4 | 0.12% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Barry Investment Advisors, LLC | 4 | 4 | 0.36% | 0.80% | 1.07% | Q4 2022 | Q3 2023 | 4 |
PFS INVESTMENTS INC. | 3 | 3 | 0.07% | 0.10% | 0.13% | Q2 2019 | Q4 2019 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.08% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
WealthTrust Fairport, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Family Management Corp | 3 | 3 | 0.16% | 0.25% | 0.39% | Q4 2020 | Q2 2021 | 3 |
Lindbrook Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
HCR Wealth Advisors | 3 | 3 | 0.33% | 0.35% | 0.38% | Q3 2021 | Q1 2022 | 3 |
LexAurum Advisors, LLC | 3 | 3 | 0.42% | 0.48% | 0.55% | Q2 2019 | Q4 2019 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q4 2020 | 3 |
NORTHERN TRUST CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.08% | 0.09% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Vivaldi Capital Management LP | 3 | 3 | 0.05% | 0.07% | 0.11% | Q2 2019 | Q4 2019 | 3 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
SeaBridge Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Gainplan LLC | 1 | 1 | 1.28% | 1.70% | 2.36% | Q1 2017 | Q4 2019 | 3 |
S. R. Schill & Associates | 3 | 3 | 0.66% | 1.33% | 1.67% | Q2 2017 | Q4 2017 | 3 |
Cornerstone Wealth Group, LLC | 2 | 1 | 1.01% | 1.45% | 2.11% | Q3 2019 | Q4 2022 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
City State Bank | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.02% | 0.82% | 2.40% | Q4 2017 | Q2 2018 | 3 |
Running Point Capital Advisors, LLC | 3 | 3 | 0.14% | 0.17% | 0.19% | Q1 2022 | Q3 2022 | 3 |
Copperwynd Financial, LLC | 3 | 3 | 0.64% | 0.66% | 0.68% | Q4 2020 | Q2 2021 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2019 | 3 |
TD Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
SkyOak Wealth, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q2 2020 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.10% | 0.19% | Q1 2021 | Q3 2021 | 3 |
Archford Capital Strategies, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q1 2018 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
State of Tennessee, Treasury Department | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
FDx Advisors, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Morling Financial Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
BANK HAPOALIM BM | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
NOVARE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.04% | 0.06% | 0.07% | Q3 2019 | Q1 2020 | 3 |
SVB WEALTH LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q1 2020 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q1 2020 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
West Wealth Group, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q2 2017 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 2 |
BREITER CAPITAL MANAGEMENT INC | 2 | 2 | 1.63% | 2.20% | 2.78% | Q1 2021 | Q2 2021 | 2 |
Sunesis Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q3 2023 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2020 | 2 |
MACQUARIE GROUP LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q3 2020 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.02% | 0.27% | 0.51% | Q2 2022 | Q3 2023 | 2 |
Monument Capital Management | 2 | 2 | 0.28% | 0.29% | 0.30% | Q4 2020 | Q1 2021 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
CWA Asset Management Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Anfield Capital Management, LLC | 2 | 2 | 0.36% | 0.72% | 1.08% | Q4 2019 | Q1 2020 | 2 |
Pasadena Private Wealth, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q3 2019 | Q4 2019 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
AMERICAN CENTURY COMPANIES INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2022 | Q4 2022 | 2 |
CAPITAL ADVISORS INC/OK | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
ExodusPoint Capital Management, LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 2 |
Veritable, L.P. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
FORT PITT CAPITAL GROUP, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 2 |
NKCFO LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Paradigm Financial Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Timber Hill LLC | 2 | 2 | 0.05% | 0.12% | 0.19% | Q4 2017 | Q1 2018 | 2 |
QUATTRO FINANCIAL ADVISORS LLC | 2 | 2 | 0.32% | 0.34% | 0.36% | Q3 2017 | Q4 2017 | 2 |
Davis Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Wealthfront Advisers LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2018 | 2 |
Invst, LLC | 2 | 2 | 0.10% | 0.15% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.03% | 0.10% | 0.17% | Q2 2018 | Q4 2019 | 2 |
Legacy Capital Wealth Partners, LLC | 2 | 2 | 0.71% | 0.73% | 0.75% | Q4 2020 | Q1 2021 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.24% | 0.38% | 0.52% | Q2 2017 | Q3 2017 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q4 2017 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2016 | Q1 2017 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.13% | 0.26% | Q3 2019 | Q3 2019 | 2 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q4 2019 | Q4 2019 | 1 |
BRIDGES INVESTMENT MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
XR Securities LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Price Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
ORG Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Ruggie Capital Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
REBALANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sage Capital Advisors,llc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2017 | Q2 2017 | 1 |
David J Yvars Group | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2018 | Q4 2018 | 1 |
TLW Wealth Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2018 | Q4 2018 | 1 |
Austin Private Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
AHL Partners LLP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AXS Investments LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2021 | Q1 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BlackRock Fund Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 12.39% | 12.39% | 12.39% | Q2 2017 | Q2 2017 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2016 | Q4 2016 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q4 2016 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2018 | Q2 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2016 | Q4 2016 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
OARSMAN CAPITAL, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 5.94% | 5.94% | 5.94% | Q4 2016 | Q4 2016 | 1 |
Activest Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
PRIVATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2019 | Q4 2019 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2016 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2016 | Q4 2016 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BURNS J W & CO INC/NY | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HIGH POINT BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Dynasty Wealth Management, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2017 | Q4 2017 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Endowment Wealth Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
Hudock, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
CQS Cayman LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Mid-American Wealth Advisory Group, Inc. | 1 | 1 | 3.30% | 3.30% | 3.30% | Q3 2023 | Q3 2023 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Western Pacific Wealth Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | 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.