Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 72 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 41 | 41 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 41 |
US BANCORP \DE\ | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 38 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 39 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
JPMORGAN CHASE & CO | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
Advisory Services Network, LLC | 27 | 11 | 0.01% | 0.05% | 0.16% | Q1 2014 | Q3 2023 | 38 |
Creative Planning | 21 | 3 | 0.00% | 0.00% | 0.04% | Q3 2013 | Q3 2023 | 37 |
RAYMOND JAMES & ASSOCIATES | 34 | 3 | 0.00% | 0.01% | 0.14% | Q1 2014 | Q3 2023 | 37 |
Ballentine Partners, LLC | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Bank of New York Mellon Corp | 16 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 36 |
CITIGROUP INC | 35 | 35 | 0.00% | 0.00% | 0.04% | Q3 2013 | Q1 2022 | 35 |
WHITTIER TRUST CO | 35 | 35 | 0.00% | 0.05% | 0.20% | Q1 2015 | Q3 2023 | 35 |
Stratos Wealth Partners, LTD. | 35 | 35 | 0.01% | 0.05% | 0.24% | Q1 2015 | Q3 2023 | 35 |
JANE STREET GROUP, LLC | 11 | 3 | 0.00% | 0.02% | 0.36% | Q1 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 26 | 6 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 32 |
STEPHENS INC /AR/ | 14 | 6 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q1 2022 | 32 |
IMA Wealth, Inc. | 32 | 32 | 0.01% | 0.61% | 1.51% | Q3 2015 | Q2 2023 | 32 |
HSBC HOLDINGS PLC | 25 | 6 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q1 2022 | 31 |
EATON VANCE MANAGEMENT | 26 | 4 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2021 | 30 |
CWM, LLC | 22 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 30 |
Motley Fool Wealth Management, LLC | 29 | 29 | 0.61% | 1.18% | 1.94% | Q3 2015 | Q3 2022 | 29 |
CAPTRUST FINANCIAL ADVISORS | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2022 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2019 | 27 |
WHITTIER TRUST CO OF NEVADA INC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2022 | 27 |
Allworth Financial LP | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
COURIER CAPITAL LLC | 27 | 27 | 1.14% | 1.45% | 1.94% | Q1 2017 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.07% | 0.35% | Q3 2014 | Q4 2021 | 27 |
Cambridge Investment Research Advisors, Inc. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 26 |
IFP Advisors, Inc | 14 | 4 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q4 2022 | 26 |
GARRISON BRADFORD & ASSOCIATES INC | 26 | 26 | 0.28% | 0.40% | 0.61% | Q2 2016 | Q3 2022 | 26 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 26 |
Vontobel Swiss Wealth Advisors AG | 23 | 3 | 0.14% | 2.20% | 5.18% | Q4 2014 | Q2 2021 | 26 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 6 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2020 | 26 |
OPTIMUM INVESTMENT ADVISORS | 18 | 7 | 0.00% | 0.12% | 0.34% | Q3 2013 | Q4 2019 | 25 |
Voya Financial Advisors, Inc. | 24 | 24 | 0.01% | 0.05% | 0.07% | Q2 2015 | Q1 2021 | 24 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2020 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Conservest Capital Advisors, Inc. | 22 | 1 | 0.10% | 0.25% | 0.76% | Q3 2017 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2022 | 23 |
Financial Planning & Information Services, Inc. | 23 | 23 | 0.13% | 0.33% | 0.61% | Q1 2018 | Q3 2023 | 23 |
Janney Montgomery Scott LLC | 12 | 11 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q2 2019 | 23 |
Brinker Capital Investments, LLC | 21 | 2 | 0.09% | 0.20% | 0.28% | Q2 2013 | Q1 2019 | 23 |
HARVEST CAPITAL MANAGEMENT INC | 23 | 23 | 0.52% | 3.57% | 5.56% | Q2 2013 | Q4 2018 | 23 |
BB&T SECURITIES, LLC | 23 | 23 | 0.00% | 0.08% | 0.31% | Q1 2014 | Q3 2019 | 23 |
FIFTH THIRD BANCORP | 13 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 23 |
FMR LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 23 |
Northeast Financial Consultants Inc | 19 | 3 | 0.02% | 0.65% | 1.32% | Q1 2014 | Q3 2019 | 22 |
Cetera Advisor Networks LLC | 17 | 1 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q3 2021 | 21 |
SCOTIA CAPITAL INC. | 12 | 2 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q4 2019 | 21 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2019 | 21 |
Cetera Advisors LLC | 15 | 1 | 0.04% | 0.16% | 0.76% | Q3 2013 | Q2 2019 | 21 |
Sandy Spring Bank | 21 | 21 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2019 | 21 |
Ancora Advisors LLC | 21 | 21 | 0.07% | 0.26% | 0.85% | Q4 2013 | Q4 2018 | 21 |
Psagot Value Holdings Ltd. | 13 | 8 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
White Pine Investment CO | 21 | 21 | 1.35% | 1.82% | 2.43% | Q1 2015 | Q1 2020 | 21 |
Spears Abacus Advisors LLC | 21 | 21 | 0.04% | 0.16% | 0.45% | Q2 2014 | Q2 2019 | 21 |
Mirae Asset Global Investments Co., Ltd. | 11 | 9 | 0.00% | 0.07% | 0.49% | Q3 2017 | Q2 2023 | 20 |
BANK HAPOALIM BM | 20 | 20 | 0.06% | 0.11% | 0.28% | Q4 2013 | Q3 2018 | 20 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.02% | 0.06% | 0.25% | Q3 2014 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.03% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.01% | 0.06% | 0.24% | Q4 2014 | Q3 2023 | 20 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2022 | 20 |
Steward Partners Investment Advisory, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 20 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q2 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2022 | 20 |
Migdal Insurance & Financial Holdings Ltd. | 20 | 20 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.12% | 0.35% | 0.79% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Lowe Wealth Advisors, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2023 | 19 |
Wealthcare Advisory Partners LLC | 19 | 19 | 0.00% | 0.16% | 0.50% | Q3 2017 | Q1 2022 | 19 |
PERRITT CAPITAL MANAGEMENT INC | 19 | 19 | 0.26% | 0.86% | 2.04% | Q2 2015 | Q4 2019 | 19 |
Global Endowment Management, LP | 18 | 18 | 0.14% | 0.17% | 0.22% | Q2 2014 | Q3 2018 | 18 |
MML INVESTORS SERVICES, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2021 | 18 |
First Allied Advisory Services, Inc. | 10 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2019 | 18 |
Parkside Financial Bank & Trust | 18 | 18 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q4 2019 | 18 |
Commonwealth Equity Services, Inc | 17 | 17 | 0.01% | 0.05% | 0.12% | Q3 2013 | Q3 2017 | 17 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2018 | 17 |
Asset Planning Services, Ltd. | 15 | 2 | 0.03% | 0.04% | 0.06% | Q2 2015 | Q3 2019 | 17 |
Raymond James Financial Services Advisors, Inc. | 15 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2019 | 16 |
SALEM INVESTMENT COUNSELORS INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 16 |
Cottage Street Advisors LLC | 15 | 1 | 0.14% | 1.61% | 2.60% | Q4 2015 | Q4 2019 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Seelaus Asset Management LLC | 9 | 7 | 0.14% | 0.21% | 0.28% | Q4 2017 | Q4 2021 | 16 |
Barry Investment Advisors, LLC | 9 | 1 | 0.06% | 0.10% | 0.18% | Q4 2017 | Q4 2021 | 15 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q4 2019 | 15 |
BESSEMER GROUP INC | 13 | 2 | 0.00% | 0.09% | 0.26% | Q1 2014 | Q4 2020 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Compagnie Lombard Odier SCmA | 15 | 15 | 0.10% | 0.12% | 0.19% | Q1 2015 | Q3 2018 | 15 |
NOESIS CAPITAL MANGEMENT CORP | 15 | 15 | 0.78% | 1.51% | 1.99% | Q1 2017 | Q3 2020 | 15 |
Focused Wealth Management, Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 15 |
Dougherty Wealth Advisers LLC | 14 | 14 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q1 2022 | 14 |
Intercontinental Wealth Advisors, LLC | 14 | 14 | 0.12% | 0.14% | 0.19% | Q1 2020 | Q2 2023 | 14 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 8 | 6 | 0.01% | 0.20% | 0.58% | Q4 2015 | Q4 2019 | 14 |
OPPENHEIMER & CO INC | 10 | 4 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2018 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2022 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.06% | 0.15% | 0.29% | Q4 2016 | Q4 2019 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q2 2019 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.01% | 0.28% | 0.36% | Q4 2016 | Q4 2019 | 13 |
Westside Investment Management, Inc. | 9 | 1 | 0.00% | 0.12% | 0.23% | Q4 2016 | Q3 2020 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SG Americas Securities, LLC | 12 | 1 | 0.00% | 0.03% | 0.11% | Q3 2014 | Q3 2018 | 13 |
Well Done, LLC | 12 | 12 | 0.21% | 0.30% | 0.56% | Q4 2015 | Q3 2018 | 12 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 12 | 12 | 0.05% | 0.13% | 0.29% | Q4 2019 | Q3 2022 | 12 |
HighTower Advisors, LLC | 6 | 1 | 0.00% | 0.04% | 0.08% | Q2 2014 | Q4 2019 | 12 |
Harel Insurance Investments & Financial Services Ltd. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2018 | 12 |
Sunbelt Securities, Inc. | 9 | 3 | 0.00% | 0.22% | 0.51% | Q3 2017 | Q3 2023 | 12 |
CUMBERLAND ADVISORS INC | 9 | 3 | 0.63% | 1.61% | 3.97% | Q4 2013 | Q2 2018 | 12 |
Sound Income Strategies, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.14% | 0.85% | 2.08% | Q4 2020 | Q3 2023 | 12 |
JNBA Financial Advisors | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2016 | 12 |
VICUS CAPITAL | 12 | 12 | 0.07% | 0.98% | 2.49% | Q4 2013 | Q3 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
CREDIT SUISSE AG/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Yorktown Management & Research Co Inc | 10 | 1 | 0.04% | 0.05% | 0.05% | Q1 2014 | Q4 2016 | 11 |
Capital Investment Advisory Services, LLC | 7 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 11 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2016 | 11 |
AVIANCE CAPITAL MANAGEMENT, LLC | 6 | 5 | 0.06% | 0.13% | 0.18% | Q1 2014 | Q4 2016 | 11 |
New England Investment & Retirement Group, Inc. | 6 | 5 | 1.78% | 3.95% | 4.59% | Q1 2015 | Q3 2018 | 11 |
WASHINGTON TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Virtu KCG Holdings LLC | 5 | 3 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q4 2016 | 11 |
BOSTON ADVISORS LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 11 |
SUNTRUST BANKS INC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2018 | 11 |
WealthShield Partners, LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2022 | 11 |
EAGLE GLOBAL ADVISORS LLC | 11 | 11 | 0.11% | 0.21% | 0.27% | Q3 2013 | Q1 2016 | 11 |
Hexagon Capital Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 11 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q4 2019 | 11 |
First Heartland Consultants, Inc. | 4 | 3 | 0.04% | 0.28% | 0.88% | Q4 2013 | Q1 2021 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 10 | 10 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q2 2021 | 10 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 10 |
CENTRAL TRUST Co | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 10 |
AdvisorNet Financial, Inc | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
TRUIST FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
Gemmer Asset Management LLC | 9 | 9 | 0.60% | 1.65% | 2.42% | Q2 2014 | Q2 2016 | 9 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2016 | 9 |
Belmont Global Advisors, Inc. | 9 | 9 | 0.18% | 0.43% | 0.80% | Q4 2013 | Q4 2015 | 9 |
Vontobel Holding Ltd. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 9 | 9 | 0.77% | 1.08% | 1.88% | Q4 2015 | Q4 2017 | 9 |
Asset Dedication, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Banco Santander, S.A. | 8 | 8 | 0.04% | 0.10% | 0.17% | Q4 2016 | Q3 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.43% | 0.49% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 8 |
Cutler Group LLC / CA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2018 | 8 |
JAMES INVESTMENT RESEARCH INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
QUADRANT CAPITAL GROUP LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 8 |
MBM Wealth Consultants, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q3 2020 | 8 |
MOTCO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
Archer Investment Corp | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Independent Portfolio Consultants, Inc. | 5 | 2 | 0.03% | 0.14% | 0.43% | Q1 2014 | Q2 2017 | 7 |
Braver Wealth Management, LLC | 7 | 7 | 0.45% | 1.04% | 2.49% | Q2 2015 | Q4 2016 | 7 |
St. Louis Trust Co | 4 | 3 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Insight Wealth Strategies, LLC | 5 | 2 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q3 2020 | 7 |
Bruderman Asset Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2016 | 7 |
Regal Investment Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2015 | 7 |
Merriman Wealth Management, LLC | 4 | 3 | 0.10% | 0.13% | 0.20% | Q3 2017 | Q4 2021 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
MID CONTINENT CAPITAL LLC/IL | 5 | 2 | 0.02% | 0.29% | 0.66% | Q3 2013 | Q3 2015 | 7 |
Lombard Odier Transatlantic Ltd | 7 | 7 | 2.82% | 3.30% | 3.64% | Q1 2015 | Q3 2016 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Allianz Asset Management GmbH | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 7 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 6 |
Eldridge Investment Advisors, Inc. | 6 | 6 | 0.12% | 0.29% | 0.41% | Q4 2017 | Q1 2019 | 6 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
RWA WEALTH PARTNERS, LLC | 6 | 6 | 0.03% | 0.31% | 0.41% | Q1 2017 | Q2 2018 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q4 2014 | 6 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 3 | 1 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q3 2020 | 6 |
Ellevest, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Perella Weinberg Partners Capital Management LP | 6 | 6 | 0.80% | 3.34% | 11.47% | Q1 2014 | Q2 2015 | 6 |
Certified Advisory Corp | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2018 | 6 |
1834 INVESTMENT ADVISORS CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q1 2018 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.41% | 0.70% | Q3 2013 | Q3 2016 | 6 |
DAVENPORT & Co LLC | 4 | 1 | 0.00% | 0.08% | 0.15% | Q3 2013 | Q1 2018 | 5 |
SHELTON CAPITAL MANAGEMENT | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2018 | 5 |
CITY NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 5 |
CAPITAL MANAGEMENT CORP /VA | 5 | 5 | 1.56% | 2.72% | 3.16% | Q2 2017 | Q2 2018 | 5 |
HL FINANCIAL SERVICES LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
MTM Investment Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Verition Fund Management LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q2 2019 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2017 | 5 |
HUNTINGTON NATIONAL BANK | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.03% | 0.05% | Q3 2015 | Q3 2016 | 5 |
Hanson & Doremus Investment Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
PRUDENTIAL FINANCIAL INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 5 |
Clear Creek Financial Management, LLC | 5 | 5 | 0.09% | 0.16% | 0.20% | Q2 2019 | Q2 2020 | 5 |
Cornerstone Financial Partners, LLC | 5 | 5 | 0.47% | 0.79% | 1.21% | Q2 2016 | Q2 2017 | 5 |
Vantage Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2015 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q1 2016 | 5 |
Surevest, LLC | 5 | 5 | 0.08% | 0.17% | 0.31% | Q4 2018 | Q4 2019 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 4 |
Delek Group, Ltd. | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2018 | 4 |
NewDay Solutions, LLC | 3 | 1 | 0.21% | 0.30% | 0.40% | Q4 2018 | Q4 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Geneos Wealth Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Spruce Investment Advisors LLC | 4 | 4 | 1.23% | 15.08% | 23.35% | Q4 2013 | Q3 2014 | 4 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2017 | 4 |
Rathbones Group PLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q2 2018 | 4 |
Janney Capital Management LLC | 4 | 4 | 0.10% | 0.37% | 0.50% | Q3 2013 | Q2 2014 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 4 |
SeaBridge Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Lucia Wealth Services, LLC | 4 | 4 | 0.14% | 0.30% | 0.62% | Q4 2017 | Q3 2018 | 4 |
Parallel Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2021 | 4 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.73% | 1.15% | 1.37% | Q4 2013 | Q3 2017 | 4 |
Concert Wealth Management Inc. | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2016 | 4 |
MYCIO WEALTH PARTNERS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 4 |
NORTHERN TRUST CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
BARCLAYS PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
OneDigital Investment Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.26% | 0.32% | 0.36% | Q3 2013 | Q2 2014 | 4 |
Sargent Bickham Lagudis LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Karp Capital Management Corp | 3 | 1 | 0.01% | 0.91% | 1.30% | Q4 2017 | Q4 2018 | 4 |
Polaris Wealth Advisory Group, LLC | 3 | 1 | 0.02% | 0.57% | 2.24% | Q1 2015 | Q2 2023 | 4 |
Pinnacle Summer Investments, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 4 |
Total Clarity Wealth Management, Inc. | 3 | 3 | 0.16% | 0.34% | 0.46% | Q1 2021 | Q3 2021 | 3 |
Wagner Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q2 2015 | 3 |
Evolution Wealth Advisors, LLC | 3 | 3 | 0.74% | 1.18% | 1.44% | Q4 2018 | Q2 2019 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.04% | 0.12% | Q4 2014 | Q3 2020 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
PATTON ALBERTSON MILLER GROUP, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q4 2019 | 3 |
Clean Yield Group | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 3 |
LFA - Lugano Financial Advisors SA | 3 | 3 | 0.35% | 0.40% | 0.50% | Q2 2018 | Q4 2018 | 3 |
Alken Asset Management Ltd | 3 | 3 | 0.13% | 0.23% | 0.33% | Q2 2017 | Q4 2017 | 3 |
RiverFront Investment Group, LLC | 2 | 1 | 0.56% | 1.88% | 3.97% | Q2 2014 | Q1 2016 | 3 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q2 2020 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Wealth Architects, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2017 | Q2 2018 | 3 |
Ashfield Capital Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q4 2014 | 3 |
Verity Asset Management, Inc. | 3 | 3 | 0.80% | 1.32% | 1.61% | Q1 2015 | Q3 2015 | 3 |
1st Global Advisors, Inc. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q1 2016 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 1 | 0.20% | 0.43% | 0.65% | Q1 2014 | Q3 2017 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
BRINKER CAPITAL INC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q3 2015 | 3 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.05% | 0.09% | Q4 2015 | Q1 2019 | 3 |
Dorsey & Whitney Trust CO LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2014 | Q3 2014 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.22% | 0.25% | 0.27% | Q2 2014 | Q3 2014 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2018 | 2 |
NIEMANN CAPITAL MANAGEMENT INC | 2 | 2 | 5.01% | 5.13% | 5.26% | Q4 2013 | Q1 2014 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q4 2016 | 2 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Qube Research & Technologies Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Wallace Advisory Group, LLC | 2 | 2 | 0.79% | 0.79% | 0.79% | Q1 2023 | Q2 2023 | 2 |
ROTHSCHILD INVESTMENT LLC /IL | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2014 | Q4 2014 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
SUMMIT CAPITAL MANAGEMENT LLC | 2 | 2 | 3.47% | 3.53% | 3.58% | Q1 2014 | Q2 2014 | 2 |
McAdam, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.74% | 0.79% | 0.85% | Q1 2014 | Q2 2014 | 2 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
Smart Money Group LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q3 2019 | Q4 2019 | 2 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q3 2018 | 2 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Price Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 2 |
Virtus Family Office LLC | 2 | 2 | 0.79% | 0.82% | 0.84% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2016 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2017 | Q1 2018 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.32% | 0.33% | 0.34% | Q4 2013 | Q1 2014 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2014 | Q2 2014 | 1 |
MCF Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
King Wealth Management Group | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2014 | Q1 2014 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q1 2014 | Q1 2014 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Alliance Wealth Advisors, LLC /UT | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2017 | Q4 2017 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
RAND WEALTH, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
GFI Investment Counsel Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
HNP Capital LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q1 2020 | Q1 2020 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2023 | Q1 2023 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
3EDGE Asset Management, LP | 1 | 1 | 2.89% | 2.89% | 2.89% | Q1 2023 | Q1 2023 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q1 2014 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Veritable, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2014 | Q2 2014 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 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% | Q1 2019 | Q1 2019 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Matrix Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
AT Bancorp | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2016 | Q1 2016 | 1 |
GEMS MANAGEMENT LTD | 1 | 1 | 4.27% | 4.27% | 4.27% | Q3 2013 | Q3 2013 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 1 | 1 | 2.18% | 2.18% | 2.18% | Q1 2015 | Q1 2015 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Horizon Investments, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2015 | Q1 2015 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LVZ, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q4 2015 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2014 | Q1 2014 | 1 |
Keel Point Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2014 | Q4 2014 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Asio Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Nationwide Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 3.38% | 3.38% | 3.38% | Q4 2017 | Q4 2017 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2014 | Q1 2014 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2014 | Q4 2014 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
PRENTISS SMITH & CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 2.11% | 2.11% | 2.11% | Q2 2014 | Q2 2014 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.