FLEXSHARES TR shareholder history

Current and past FLEXSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.09%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.41%0.80%1.07%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
Valmark Advisers, Inc. 41412.02%3.07%4.36%Q3 2013Q3 202341
ROYAL BANK OF CANADA 41410.00%0.00%0.00%Q3 2013Q3 202341
PARK NATIONAL CORP /OH/ 40400.02%0.12%0.20%Q1 2014Q4 202340
FIFTH THIRD BANCORP 2810.00%0.00%0.00%Q3 2013Q3 202339
PNC FINANCIAL SERVICES GROUP, INC. 2930.00%0.00%0.00%Q3 2013Q3 202339
WHITTIER TRUST CO 26110.00%0.00%0.02%Q2 2013Q3 202337
MOLLER WEALTH PARTNERS 36361.03%7.87%12.05%Q4 2014Q3 202336
UBS Group AG 36360.00%0.01%0.07%Q4 2014Q3 202336
Sequoia Financial Advisors, LLC 1980.01%0.06%0.28%Q1 2014Q3 202336
CONNABLE OFFICE INC 35350.35%5.07%7.12%Q1 2015Q3 202335
ENVESTNET ASSET MANAGEMENT INC 21140.00%0.01%0.02%Q2 2013Q3 202335
Brinker Capital Investments, LLC 2810.00%0.31%0.79%Q2 2013Q4 202234
Landmark Financial Advisors, LLC 33332.55%10.36%15.53%Q3 2015Q3 202333
Versant Capital Management, Inc 33332.54%5.73%8.62%Q4 2015Q4 202333
Creative Planning 1830.00%0.00%0.01%Q2 2014Q3 202333
NICOLET BANKSHARES INC 32320.12%2.98%8.19%Q4 2015Q3 202332
BANK OF MONTREAL /CAN/ 1420.00%0.00%0.00%Q3 2013Q3 202331
Cedar Wealth Management, LLC 2830.33%1.26%3.86%Q4 2015Q3 202331
FMR LLC 30300.00%0.02%0.07%Q2 2016Q3 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2710.00%0.00%0.02%Q2 2013Q3 202330
JPMORGAN CHASE & CO 1210.00%0.00%0.00%Q2 2013Q3 202330
LifePlan Financial Group, Inc 29290.38%1.72%5.45%Q3 2013Q3 202029
Daiwa Securities Group Inc. 29290.00%0.00%0.01%Q3 2016Q3 202329
IFP Advisors, Inc 1710.00%0.00%0.01%Q4 2015Q3 202329
S. R. Schill & Associates 28281.50%2.12%2.65%Q4 2016Q3 202328
Cambridge Investment Research Advisors, Inc. 28280.01%0.02%0.09%Q4 2016Q3 202328
RAYMOND JAMES & ASSOCIATES 2410.00%0.00%0.01%Q1 2016Q3 202328
HUNTINGTON NATIONAL BANK 1510.00%0.00%0.01%Q3 2013Q3 202328
Dynamic Advisor Solutions LLC 2340.02%0.15%0.28%Q4 2013Q3 202327
CITIGROUP INC 15120.00%0.00%0.00%Q2 2013Q2 202127
NBT BANK N A /NY 27270.68%5.96%7.90%Q1 2017Q3 202327
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.01%Q2 2013Q3 202326
Sargent Bickham Lagudis LLC 26260.00%0.00%0.00%Q3 2016Q4 202226
JANE STREET GROUP, LLC 1010.00%0.02%0.07%Q2 2014Q3 202325
DEUTSCHE BANK AG\ 1110.00%0.00%0.00%Q3 2013Q3 202325
GLENMEDE TRUST CO NA 2020.00%0.00%0.00%Q2 2014Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.04%Q4 2017Q3 202324
Hills Bank & Trust Co 24241.32%2.91%5.98%Q4 2017Q3 202324
LAKE STREET ADVISORS GROUP, LLC 24240.27%1.76%3.92%Q4 2017Q3 202324
Larson Financial Group LLC 24240.00%5.43%17.39%Q4 2017Q3 202324
CNB Bank 24240.10%2.08%7.02%Q4 2017Q3 202324
AMERIPRISE FINANCIAL INC 1420.00%0.00%0.01%Q3 2016Q3 202324
Chicago Partners Investment Group LLC 14100.01%0.06%0.36%Q3 2015Q3 202324
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
Bank of New York Mellon Corp 1010.00%0.00%0.00%Q1 2014Q3 202323
MML INVESTORS SERVICES, LLC 23230.01%0.02%0.06%Q1 2018Q3 202323
Winning Points Advisors, LLC 23230.23%0.29%0.46%Q4 2016Q2 202223
INTERACTIVE FINANCIAL ADVISORS, INC. 22220.00%0.01%0.03%Q2 2013Q3 201822
FIRST FINANCIAL CORP /IN/ 22220.03%0.04%0.04%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 1030.00%0.02%0.05%Q4 2016Q3 202322
Geneos Wealth Management Inc. 22220.05%0.12%0.21%Q2 2018Q3 202322
Well Done, LLC 1750.04%0.08%0.10%Q1 2018Q3 202322
NAPLES GLOBAL ADVISORS, LLC 22220.03%0.18%0.83%Q2 2018Q3 202322
Pathway Financial Advisors LLC 1481.54%2.66%3.67%Q4 2017Q3 202322
Simmons Bank 22220.02%0.39%0.84%Q1 2017Q2 202222
LADENBURG THALMANN FINANCIAL SERVICES INC. 2110.00%0.00%0.01%Q2 2013Q4 201922
Ledyard National Bank 21210.02%0.25%0.64%Q1 2014Q1 201921
Perella Weinberg Partners Capital Management LP 1560.33%3.24%11.65%Q2 2016Q2 202221
Clark Capital Management Group, Inc. 11100.03%0.13%0.21%Q2 2017Q3 202321
DUBUQUE BANK & TRUST CO 1210.00%0.00%0.00%Q2 2013Q1 201921
OneDigital Investment Advisors LLC 1830.01%0.02%0.04%Q1 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Independence Bank of Kentucky 21210.03%0.68%1.39%Q3 2018Q3 202321
J.P. Morgan Private Wealth Advisors LLC 1010.00%0.06%0.15%Q1 2015Q3 202321
Filament LLC 20200.38%0.88%1.27%Q4 2015Q3 202020
VPR Management LLC 20200.87%3.67%5.39%Q4 2018Q3 202320
CWM, LLC 1280.00%0.00%0.00%Q3 2018Q3 202320
American Portfolios Advisors 20200.00%0.00%0.02%Q4 2017Q3 202220
VeraBank, N.A. 20203.37%4.38%5.30%Q4 2018Q3 202320
PINNACLE ASSOCIATES LTD 20200.01%0.09%0.20%Q4 2018Q3 202320
Family Firm, Inc. 20200.12%0.20%0.43%Q4 2014Q3 201920
CITIZENS & NORTHERN CORP 20205.49%7.21%9.66%Q4 2018Q3 202320
Advisory Services Network, LLC 1310.00%0.00%0.03%Q1 2017Q3 202320
Legacy Bridge, LLC 20200.02%0.03%0.04%Q4 2018Q3 202320
SIGNATUREFD, LLC 920.00%0.00%0.01%Q2 2016Q3 202319
STIFEL FINANCIAL CORP 19190.00%0.00%0.00%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
NICOLET ADVISORY SERVICES, LLC 19190.08%0.34%0.74%Q1 2019Q3 202319
CAPTRUST FINANCIAL ADVISORS 940.00%0.00%0.00%Q2 2018Q3 202319
Lattice Strategies LLC 19190.20%1.04%1.48%Q3 2014Q1 201919
BESSEMER GROUP INC 1010.00%0.11%0.77%Q4 2014Q3 202319
Circle Wealth Management, LLC 18180.01%0.13%0.22%Q2 2019Q3 202318
WESBANCO BANK INC 1170.02%0.06%0.31%Q1 2019Q3 202318
Wealthcare Advisory Partners LLC 1170.00%0.18%0.37%Q3 2018Q3 202318
Keeley-Teton Advisors, LLC 18180.04%0.11%0.13%Q2 2019Q3 202318
Tower Research Capital LLC (TRC) 1620.00%0.00%0.02%Q1 2019Q3 202318
HighTower Advisors, LLC 820.00%0.00%0.01%Q2 2014Q3 202318
Rockefeller Capital Management L.P. 1620.00%0.00%0.00%Q1 2019Q3 202318
Kendall Capital Management 1430.20%0.39%0.70%Q2 2019Q3 202317
WEST PACES ADVISORS INC. 17170.06%0.16%0.47%Q4 2016Q4 202017
TD Ameritrade Trust Co 17172.08%3.07%3.51%Q3 2013Q3 201717
ARKANSAS FINANCIAL GROUP, INC. 17170.38%0.94%1.35%Q3 2019Q3 202317
MD Financial Management Inc. 17172.77%4.13%5.37%Q4 2017Q4 202117
Moors & Cabot, Inc. 1340.02%0.03%0.06%Q4 2018Q3 202317
Bremer Bank National Association 17170.14%0.20%0.49%Q1 2019Q1 202317
Sigma Planning Corp 1070.01%0.02%0.04%Q1 2019Q3 202317
Citadel Advisors 310.00%0.00%0.01%Q4 2014Q3 202317
Litman Gregory Wealth Management LLC 1610.03%0.39%0.77%Q3 2017Q4 202117
Hanlon Investment Management, Inc. 1160.05%0.23%0.54%Q1 2019Q3 202317
FDx Advisors, Inc. 17170.15%0.24%0.48%Q3 2019Q3 202317
CULLEN/FROST BANKERS, INC. 820.00%0.51%1.52%Q2 2017Q3 202317
WASHINGTON TRUST BANK 1240.00%0.01%0.03%Q1 2014Q1 201816
CVA Family Office, LLC 16160.19%0.80%1.66%Q4 2019Q3 202316
WASHINGTON TRUST Co 16160.01%0.01%0.02%Q4 2019Q3 202316
Pure Financial Advisors, LLC 16160.57%0.87%1.06%Q1 2020Q4 202316
Legacy Financial Strategies, LLC 16160.17%2.55%7.17%Q4 2017Q3 202116
DOW CHEMICAL CO /DE/ 16160.85%1.45%3.47%Q1 2014Q4 201716
Cerity Partners LLC 16160.00%0.01%0.03%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
Boltwood Capital Management 15150.25%1.47%2.13%Q2 2020Q4 202315
KCM INVESTMENT ADVISORS LLC 1230.01%0.01%0.01%Q2 2019Q3 202315
Kingsview Wealth Management, LLC 710.02%0.17%0.34%Q2 2018Q2 202215
EVOKE WEALTH, LLC 15150.00%3.03%3.97%Q1 2020Q3 202315
SVB WEALTH LLC 15150.08%0.32%0.53%Q1 2020Q3 202315
Renaissance Technologies 510.00%0.00%0.01%Q1 2018Q2 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.01%0.05%Q1 2020Q3 202315
BROWN BROTHERS HARRIMAN & CO 1210.00%0.01%0.01%Q1 2019Q3 202315
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
Columbus Macro, LLC 1130.22%0.56%2.83%Q3 2019Q3 202314
Hirtle Callaghan & Co LLC 14140.01%0.02%0.03%Q1 2017Q2 202014
EFG Asset Management (Americas) Corp. 860.02%0.10%0.25%Q4 2013Q2 201814
EP Wealth Advisors, LLC 1310.01%0.03%0.22%Q2 2019Q3 202314
Pasadena Private Wealth, LLC 14142.00%3.68%5.20%Q2 2020Q3 202314
Plante Moran Financial Advisors, LLC 710.00%0.01%0.11%Q3 2015Q2 202314
TRUST DEPARTMENT MB FINANCIAL BANK N A 860.00%0.01%0.01%Q2 2014Q4 201714
OPPENHEIMER & CO INC 14140.01%0.02%0.03%Q4 2016Q1 202014
MUFG Americas Holdings Corp 1310.00%0.01%0.01%Q1 2016Q4 201914
Round Table Services, LLC 14140.09%0.12%0.18%Q1 2019Q2 202214
Orion Portfolio Solutions, LLC 1030.01%0.01%0.03%Q4 2019Q3 202313
Cetera Advisors LLC 720.00%0.02%0.05%Q1 2017Q3 202313
FIRST INTERSTATE BANK 13130.08%0.10%0.12%Q2 2016Q2 201913
OPTIMUM INVESTMENT ADVISORS 1030.01%0.02%0.05%Q1 2019Q4 202213
Qube Research & Technologies Ltd 810.00%0.03%0.10%Q1 2020Q3 202313
Walkner Condon Financial Advisors LLC 13130.15%1.49%2.36%Q3 2020Q3 202313
Key FInancial Inc 1210.00%0.02%0.04%Q1 2020Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.02%0.15%0.45%Q2 2013Q2 201613
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
IndexIQ Advisors LLC 13130.00%0.15%0.35%Q1 2019Q1 202213
FRANKLIN RESOURCES INC 13130.00%0.00%0.00%Q3 2020Q3 202313
QS Investors, LLC 13130.09%0.42%0.79%Q3 2014Q3 201713
Hilltop Holdings Inc. 1120.07%0.15%0.23%Q4 2016Q2 202013
Beacon Pointe Advisors, LLC 13130.12%0.38%0.70%Q3 2020Q3 202313
Sowell Financial Services LLC 760.00%0.14%1.11%Q3 2019Q3 202313
CAPITAL ADVISORS INC/OK 13130.10%0.36%0.85%Q4 2016Q4 201913
FIDUCIARY TRUST INTERNATIONAL LLC 610.61%1.40%2.34%Q3 2014Q2 202013
Avior Wealth Management, LLC 840.00%0.00%0.00%Q4 2017Q3 202312
FineMark National Bank & Trust 510.00%0.02%0.05%Q2 2013Q4 201912
UNITED CAPITAL FINANCIAL ADVISORS, LLC 710.00%0.01%0.03%Q2 2013Q2 202312
Laird Norton Wetherby Trust Company, LLC 12120.12%0.19%0.30%Q4 2020Q3 202312
FIFTH THIRD SECURITIES, INC. 930.02%0.14%0.79%Q1 2020Q1 202312
McKinley Carter Wealth Services, Inc. 12120.04%0.11%0.29%Q4 2020Q3 202312
FIDUCIENT ADVISORS LLC 12120.17%0.68%0.83%Q4 2020Q3 202312
UMB Bank, n.a. 530.00%0.10%0.35%Q2 2016Q3 202312
CoreFirst Bank & Trust 12120.01%0.15%0.52%Q4 2020Q3 202312
Community Bank, N.A. 12120.04%0.17%0.22%Q4 2020Q3 202312
Regis Management CO LLC 12120.22%0.46%0.65%Q1 2020Q4 202212
COLTON GROOME FINANCIAL ADVISORS, LLC 12120.09%0.27%0.59%Q2 2019Q1 202212
M Financial Asset Management, Inc. 12122.68%4.39%6.02%Q3 2020Q2 202312
Dorsey & Whitney Trust CO LLC 910.02%0.03%0.04%Q3 2018Q3 202312
Aaron Wealth Advisors LLC 12121.23%2.57%3.81%Q4 2020Q3 202312
FIRST FOUNDATION ADVISORS 12120.03%0.06%0.08%Q4 2020Q3 202312
Pekin Hardy Strauss, Inc. 11110.09%0.16%0.22%Q1 2021Q3 202311
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 1010.51%1.37%4.73%Q4 2019Q3 202311
ALLIANCEBERNSTEIN L.P. 410.00%0.01%0.01%Q1 2017Q1 202311
TIEDEMANN ADVISORS, LLC 11110.07%0.10%0.15%Q1 2021Q3 202311
WEALTHCARE CAPITAL MANAGEMENT LLC 11110.05%0.09%0.14%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.00%0.01%0.02%Q4 2017Q2 202011
Fortis Advisors, LLC 11112.33%3.00%3.96%Q1 2021Q3 202311
Cetera Investment Advisers 11110.02%0.03%0.06%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.02%Q1 2021Q3 202311
Bedel Financial Consulting, Inc. 11110.05%0.06%0.08%Q3 2019Q1 202211
Patriot Financial Group Insurance Agency, LLC 11110.02%0.02%0.02%Q4 2019Q2 202211
Navalign, LLC 11113.91%4.74%5.28%Q1 2021Q3 202311
LINCOLN NATIONAL CORP 11110.01%0.01%0.02%Q1 2021Q3 202311
Prospera Financial Services Inc 11110.01%0.01%0.01%Q1 2021Q3 202311
Rain Capital Management, LLC 11110.53%1.58%5.60%Q1 2021Q3 202311
Sageworth Trust Co 11110.00%0.05%0.10%Q4 2020Q2 202311
Mariner, LLC 520.00%0.01%0.02%Q2 2016Q3 202311
Global Retirement Partners, LLC 710.00%0.02%0.08%Q1 2017Q3 202311
EDMOND DE ROTHSCHILD HOLDING S.A. 11110.00%0.01%0.02%Q1 2021Q3 202311
Capital Analysts, LLC 11111.30%2.65%3.49%Q1 2021Q3 202311
BENJAMIN F. EDWARDS & COMPANY, INC. 10100.01%0.01%0.01%Q2 2021Q3 202310
Resonant Capital Advisors, LLC 10100.04%0.05%0.06%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Pinnacle Wealth Management Advisory Group, LLC 10100.04%0.49%0.87%Q2 2021Q3 202310
GARRISON POINT ADVISORS, LLC 10100.28%0.52%0.68%Q2 2021Q3 202310
Capital Bank & Trust Co 910.00%0.00%0.01%Q4 2017Q4 202010
Busey Bank 10100.01%0.02%0.04%Q2 2021Q3 202310
Vista Private Wealth Partners. LLC 10101.03%1.54%2.20%Q2 2021Q3 202310
Greenwich Wealth Management LLC 10100.03%0.04%0.06%Q2 2021Q3 202310
Sandy Spring Bank 910.00%0.00%0.01%Q4 2013Q2 202310
NEXT Financial Group, Inc 620.00%0.00%0.01%Q2 2014Q4 202110
Steward Partners Investment Advisory, LLC 910.00%0.00%0.00%Q3 2019Q3 202310
TCI Wealth Advisors, Inc. 550.00%0.01%0.01%Q1 2016Q1 202310
3D/L Capital Management, LLC 640.05%0.08%0.10%Q1 2021Q3 202310
Tidal Investments LLC 10100.02%0.51%1.00%Q4 2018Q1 202110
CPWM, LLC 10100.27%0.44%0.65%Q3 2015Q4 201710
Provident Wealth Management, LLC 10100.50%0.98%1.51%Q2 2021Q3 202310
Apriem Advisors 710.00%0.02%0.05%Q2 2014Q2 201810
TWO SIGMA SECURITIES, LLC 310.00%0.03%0.16%Q2 2017Q1 202310
Allworth Financial LP 820.00%0.00%0.00%Q4 2017Q3 202310
Janney Montgomery Scott LLC 910.00%0.01%0.01%Q3 2020Q3 202310
GREENLEAF TRUST 10100.00%0.06%0.15%Q2 2021Q3 202310
AllSquare Wealth Management LLC 990.00%0.19%0.27%Q3 2021Q3 20239
PRUDENTIAL FINANCIAL INC 990.00%0.00%0.00%Q3 2021Q3 20239
Traverso Chambers Private Wealth Management, LLC 991.56%1.84%2.23%Q3 2021Q3 20239
Enterprise Bank & Trust Co 811.57%4.63%6.37%Q1 2019Q3 20239
ROCKEFELLER FINANCIAL SERVICES INC 990.01%0.01%0.01%Q3 2015Q3 20179
Arete Wealth Advisors, LLC 990.07%0.76%1.22%Q3 2017Q3 20199
PIN OAK INVESTMENT ADVISORS INC 990.09%0.12%0.17%Q2 2019Q2 20219
Global Trust Asset Management, LLC 990.02%0.03%0.04%Q4 2017Q4 20199
Cambria Investment Management, L.P. 310.60%0.89%1.14%Q3 2016Q4 20229
Money Design Co.,Ltd. 990.00%0.44%1.14%Q3 2021Q3 20239
EATON VANCE MANAGEMENT 410.00%0.00%0.00%Q3 2014Q4 20218
United Bank 883.97%5.36%6.77%Q4 2021Q3 20238
WEBSTER BANK, N. A. 880.00%0.00%0.00%Q4 2021Q3 20238
EQUITABLE TRUST CO 880.64%2.39%3.80%Q4 2021Q3 20238
HANCOCK WHITNEY CORP 880.04%0.06%0.07%Q4 2021Q3 20238
Sageworth Trust Co of South Dakota 881.17%2.11%2.48%Q4 2021Q3 20238
Israel Discount Bank of New York 881.01%1.94%3.08%Q4 2021Q3 20238
Garde Capital, Inc. 880.16%0.45%0.61%Q4 2018Q3 20208
Endowment Wealth Management, Inc. 880.21%0.27%0.34%Q4 2021Q3 20238
JNBA Financial Advisors 710.00%0.01%0.01%Q3 2016Q3 20238
Missouri Trust & Investment Co 880.75%0.92%1.08%Q4 2021Q3 20238
Roundview Capital LLC 880.07%0.10%0.12%Q3 2020Q2 20228
AMERICAN INTERNATIONAL GROUP, INC. 880.00%0.00%0.00%Q2 2014Q1 20168
Latigo Investments, LLC 885.65%6.79%7.63%Q4 2021Q3 20238
Smallwood Wealth Investment Management, LLC 881.05%1.19%1.43%Q4 2021Q3 20238
AdvisorNet Financial, Inc 440.00%0.00%0.00%Q2 2019Q3 20238
SIGNET FINANCIAL MANAGEMENT, LLC 710.05%0.15%0.20%Q4 2014Q2 20238
Wealthfront Advisers LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Herold Advisors, Inc. 710.02%0.28%0.36%Q3 2021Q3 20238
Omega Financial Group, LLC 881.25%2.45%3.27%Q4 2020Q3 20228
AXXCESS WEALTH MANAGEMENT, LLC 880.07%0.21%0.26%Q4 2021Q3 20238
COMERICA BANK 610.00%0.04%0.06%Q2 2013Q3 20238
MONOGRAPH WEALTH ADVISORS, LLC 880.07%0.09%0.10%Q4 2021Q3 20238
Cetera Advisor Networks LLC 610.00%0.01%0.02%Q4 2018Q3 20238
KING LUTHER CAPITAL MANAGEMENT CORP 710.00%0.00%0.00%Q2 2014Q3 20238
CHOREO, LLC 880.02%0.05%0.10%Q4 2021Q3 20238
COMMERCE BANK 880.00%0.00%0.01%Q4 2021Q3 20238
Mirae Asset Global Investments Co., Ltd. 530.00%0.01%0.01%Q1 2018Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
BAROMETER CAPITAL MANAGEMENT INC. 880.13%0.25%0.33%Q4 2021Q3 20238
Colony Family Offices, LLC 885.02%5.46%5.89%Q4 2021Q3 20238
Riverview Trust Co 880.03%0.04%0.05%Q2 2020Q1 20228
OLD MISSION CAPITAL LLC 210.05%0.35%0.68%Q4 2014Q3 20228
BB&T SECURITIES, LLC 770.00%0.01%0.01%Q1 2018Q3 20197
Fermata Advisors, LLC 770.65%1.31%2.84%Q1 2022Q3 20237
PRIVATE TRUST CO NA 610.00%0.01%0.02%Q3 2014Q3 20237
BRIGHTON JONES LLC 410.01%0.06%0.14%Q4 2013Q3 20237
BlueCrest Capital Management Ltd 410.02%0.29%0.67%Q1 2021Q3 20237
ESL Trust Services, LLC 771.86%2.39%2.64%Q4 2019Q2 20217
NICHOLS & PRATT ADVISERS LLP /MA 770.04%0.10%0.12%Q1 2014Q3 20157
Smithfield Trust Co 770.01%0.01%0.02%Q4 2017Q2 20197
INVESTMENT PARTNERS, LTD. 770.07%0.10%0.12%Q1 2021Q3 20227
WEST MICHIGAN ADVISORS, LLC 771.36%2.17%2.90%Q1 2022Q3 20237
Renasant Bank 770.37%0.39%0.40%Q1 2022Q3 20237
Cresset Asset Management, LLC 520.00%0.01%0.01%Q1 2019Q3 20237
Advance Capital Management, Inc. 770.10%4.29%9.94%Q1 2022Q3 20237
AMERICAN NATIONAL BANK 770.01%0.03%0.13%Q1 2022Q3 20237
CENTRAL TRUST Co 410.00%0.17%0.47%Q3 2014Q3 20237
Alaska Wealth Advisors 770.00%0.64%1.39%Q1 2022Q3 20237
Sound Income Strategies, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
AE Wealth Management LLC 610.00%0.01%0.01%Q3 2019Q3 20237
3EDGE Asset Management, LP 310.04%1.10%2.86%Q2 2020Q2 20227
BlackRock Inc. 610.00%0.00%0.00%Q3 2017Q2 20197
Cordasco Financial Network 770.02%0.02%0.02%Q4 2020Q2 20227
NewEdge Wealth, LLC 770.01%0.02%0.03%Q4 2021Q2 20237
Wealthspire Advisors, L.P. 610.00%0.00%0.00%Q2 2017Q1 20197
Opus Capital Group, LLC 770.08%0.11%0.16%Q1 2022Q3 20237
HARBOUR INVESTMENTS, INC. 430.00%0.00%0.00%Q1 2021Q3 20237
SEI INVESTMENTS CO 310.00%0.00%0.00%Q1 2015Q1 20197
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
ALTFEST L J & CO INC 770.10%0.84%2.77%Q1 2022Q3 20237
SeaBridge Investment Advisors LLC 610.01%0.75%1.11%Q2 2014Q2 20237
Total Wealth Planning, LLC 770.06%0.22%0.66%Q1 2022Q3 20237
Kestra Advisory Services, LLC 510.00%0.01%0.01%Q1 2022Q3 20236
Jacobsen Capital Management 330.40%0.55%0.72%Q2 2019Q4 20206
Brio Consultants, LLC 661.10%1.47%1.73%Q2 2022Q3 20236
CIBC Private Wealth Group, LLC 310.00%0.00%0.00%Q4 2017Q2 20226
Parallel Advisors, LLC 210.00%0.00%0.02%Q4 2016Q3 20236
Stelac Advisory Services LLC 660.70%1.05%1.28%Q2 2022Q3 20236
HRT FINANCIAL LP 510.00%0.03%0.06%Q2 2021Q4 20226
UBS ASSET MANAGEMENT AMERICAS INC 410.00%0.00%0.00%Q2 2017Q1 20226
MERCER GLOBAL ADVISORS INC /ADV 510.00%0.01%0.02%Q2 2021Q3 20236
SYNOVUS FINANCIAL CORP 510.00%0.02%0.02%Q1 2014Q1 20206
Black Swift Group, LLC 660.64%2.06%2.93%Q4 2021Q1 20236
White Pine Investment CO 660.13%0.28%0.42%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 110.00%0.10%0.23%Q4 2016Q1 20236
Edge Capital Group, LLC 510.02%0.03%0.05%Q4 2018Q3 20236
Evercore Wealth Management, LLC 660.00%0.00%0.00%Q2 2016Q3 20176
Advisors Preferred, LLC 210.01%0.05%0.16%Q4 2016Q3 20226
Centerpoint Advisors, LLC 664.57%5.20%5.80%Q2 2022Q3 20236
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 660.51%0.60%0.74%Q4 2013Q1 20156
Benedetti & Gucer, Inc. 660.59%0.73%0.89%Q2 2022Q3 20236
OLIVER LAGORE VANVALIN INVESTMENT GROUP 660.09%0.39%0.86%Q2 2022Q3 20236
Trexquant Investment LP 310.01%0.02%0.04%Q2 2020Q3 20236
Hudson Value Partners, LLC 660.15%0.20%0.31%Q2 2022Q3 20236
Colonial River Wealth Management, LLC 660.14%0.48%0.90%Q2 2022Q3 20236
BNP PARIBAS FINANCIAL MARKETS 660.00%0.02%0.04%Q2 2021Q3 20226
Pinnacle Summer Investments, Inc. 510.00%0.00%0.00%Q1 2014Q3 20156
Quad-Cities Investment Group, LLC 660.40%0.57%0.89%Q2 2022Q3 20236
Ausdal Financial Partners, Inc. 310.04%0.06%0.12%Q3 2020Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
SCOTIA CAPITAL INC. 660.00%0.00%0.01%Q1 2016Q2 20176
ASSETMARK, INC 210.00%0.00%0.00%Q3 2018Q3 20236
Fluent Financial, LLC 660.90%1.66%2.48%Q2 2018Q3 20196
Financial Advocates Investment Management 330.05%0.11%0.17%Q1 2018Q1 20236
Autumn Glory Partners, LLC 510.14%0.54%0.77%Q1 2022Q3 20236
SCHMIDT P J INVESTMENT MANAGEMENT INC 660.05%0.06%0.08%Q2 2022Q3 20236
Paragon Capital Management Ltd 510.00%1.35%1.89%Q4 2021Q3 20236
GOLDMAN SACHS GROUP INC 510.00%0.00%0.01%Q4 2014Q1 20176
1832 Asset Management L.P. 420.04%0.09%0.12%Q1 2022Q3 20236
JFS WEALTH ADVISORS, LLC 510.01%0.01%0.02%Q2 2014Q2 20206
Perennial Investment Advisors, LLC 660.07%0.08%0.09%Q1 2021Q2 20226
REDW Wealth LLC 410.07%0.10%0.12%Q2 2021Q4 20225
GREAT LAKES ADVISORS, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
CALTON & ASSOCIATES, INC. 410.00%0.10%0.14%Q4 2017Q2 20235
Guidant Wealth Advisors 320.02%0.03%0.04%Q2 2017Q3 20195
FFT WEALTH MANAGEMENT LLC 550.05%0.06%0.09%Q3 2022Q3 20235
MSI Financial Services Inc 550.00%0.00%0.00%Q1 2015Q1 20165
TUDOR INVESTMENT CORP ET AL 310.00%0.02%0.05%Q1 2022Q3 20235
STEPH & CO 210.07%3.31%7.78%Q4 2019Q3 20235
Blue Edge Capital, LLC 550.77%0.83%0.90%Q4 2018Q4 20195
ASSOCIATED BANC-CORP 410.03%0.04%0.05%Q2 2019Q1 20215
SHEETS SMITH WEALTH MANAGEMENT 410.01%0.04%0.04%Q2 2022Q3 20235
M Holdings Securities, Inc. 550.02%0.03%0.03%Q1 2022Q1 20235
MONETA GROUP INVESTMENT ADVISORS LLC 310.00%0.00%0.01%Q4 2017Q2 20195
Compass Ion Advisors, LLC 550.50%0.57%0.64%Q2 2021Q2 20225
Alaska Permanent Capital Management 550.02%0.92%1.62%Q1 2022Q1 20235
B. Riley Wealth Advisors, Inc. 410.00%0.01%0.02%Q4 2014Q2 20235
STAPP WEALTH MANAGEMENT, PLLC 554.17%5.45%6.06%Q3 2022Q3 20235
Asset Dedication, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
Fusion Investment Group, LLC 550.45%1.04%1.88%Q4 2014Q4 20155
CoreCap Advisors, LLC 550.21%0.30%0.35%Q4 2021Q4 20225
Price Wealth, LLC 550.01%0.01%0.01%Q2 2018Q2 20195
Advisory Alpha, LLC 310.00%0.01%0.01%Q1 2019Q3 20205
TRUST CO OF VERMONT 210.00%0.00%0.01%Q1 2018Q3 20235
BerganKDV Wealth Management, LLC 550.00%0.00%0.00%Q2 2018Q2 20195
Hudock, Inc. 550.00%0.00%0.00%Q3 2021Q3 20225
TRANSATLANTIQUE PRIVATE WEALTH LLC 550.21%0.26%0.35%Q2 2022Q2 20235
DROMS STRAUSS ADVISORS INC /MO/ /ADV 550.10%0.11%0.14%Q2 2021Q2 20225
Custos Family Office, LLC 550.46%0.52%0.62%Q3 2022Q3 20235
MOTCO 310.00%0.01%0.02%Q2 2019Q3 20235
PFS Partners, LLC 550.01%0.01%0.02%Q4 2021Q4 20225
Johnson Financial Group, Inc. 410.00%0.00%0.01%Q4 2013Q4 20215
WCG Wealth Advisors LLC 440.08%1.04%1.41%Q2 2022Q1 20235
Strategic Blueprint, LLC 210.02%0.02%0.03%Q2 2021Q1 20234
Concert Wealth Management Inc. 440.04%0.08%0.13%Q1 2016Q4 20164
White Lighthouse Investment Management Inc. 440.13%0.15%0.17%Q1 2019Q4 20194
BBJS FINANCIAL ADVISORS, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
M&T BANK CORP 210.00%0.00%0.00%Q2 2015Q2 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Quent Capital, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Carroll Financial Associates, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
CAPITAL WEALTH MANAGEMENT, LLC 440.84%5.08%7.05%Q4 2022Q3 20234
TORONTO DOMINION BANK 440.02%0.04%0.05%Q1 2022Q4 20224
Activest Wealth Management 310.00%0.01%0.02%Q2 2022Q3 20234
Burt Wealth Advisors 440.01%0.01%0.02%Q2 2015Q1 20164
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 440.13%0.14%0.15%Q3 2018Q2 20194
Manchester Capital Management LLC 310.00%0.04%0.08%Q4 2014Q3 20224
LaSalle St. Investment Advisors, LLC 442.30%3.16%3.82%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.25%0.28%0.36%Q4 2022Q3 20234
PSI Advisors, LLC 310.00%0.04%0.05%Q4 2019Q1 20224
Ferris Capital, LLC 310.00%0.00%0.01%Q1 2018Q1 20194
STUDIO INVESTMENT MANAGEMENT LLC 440.01%0.06%0.14%Q4 2022Q3 20234
Visionary Wealth Advisors 440.08%0.12%0.14%Q4 2022Q3 20234
TIAA, FSB 440.00%0.00%0.00%Q1 2022Q4 20224
Prime Capital Investment Advisors, LLC 210.01%0.02%0.04%Q2 2021Q1 20234
Commonwealth Equity Services, Inc 310.00%0.00%0.00%Q1 2016Q3 20174
Realta Investment Advisors 440.01%0.01%0.01%Q1 2019Q4 20194
Grove Bank & Trust 440.00%0.02%0.04%Q4 2022Q3 20234
Private Ocean, LLC 210.00%0.01%0.03%Q3 2016Q3 20224
Park Place Capital Corp 440.13%0.14%0.14%Q4 2022Q3 20234
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q4 2016Q2 20184
Centric Wealth Management 210.21%0.22%0.27%Q2 2019Q3 20204
Baird Financial Group, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
WEDBUSH SECURITIES INC 310.01%0.05%0.07%Q2 2016Q1 20224
JOYN Advisors, Inc. 440.01%0.01%0.03%Q1 2018Q4 20184
DOWLING & YAHNKE LLC 310.01%0.02%0.03%Q4 2019Q3 20224
Integrated Wealth Concepts LLC 310.00%0.01%0.01%Q2 2021Q3 20234
Etesian Wealth Advisors, Inc. 440.62%0.77%1.01%Q4 2022Q3 20234
Andesa Financial Management Inc. 440.68%1.73%2.28%Q4 2017Q3 20184
Farther Finance Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
IHT Wealth Management, LLC 440.01%0.02%0.02%Q1 2017Q4 20174
Castleview Partners, LLC 310.02%0.08%0.19%Q2 2021Q2 20224
SIMPLEX TRADING, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
WEALTHSOURCE PARTNERS, LLC 310.16%0.27%0.35%Q3 2016Q1 20184
Financial Futures Ltd Liability Co. 440.49%2.06%4.54%Q1 2022Q4 20224
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Evanson Asset Management, LLC 440.09%0.10%0.10%Q4 2013Q3 20144
Montecito Bank & Trust 440.15%0.19%0.22%Q1 2014Q4 20144
INSIGHT 2811, INC. 440.12%0.13%0.14%Q4 2022Q3 20234
Arkadios Wealth Advisors 440.00%0.00%0.01%Q4 2020Q3 20214
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
CREDIT SUISSE AG/ 210.00%0.00%0.00%Q4 2014Q3 20223
Kissinger Financial Services LLC 331.07%1.14%1.26%Q4 2016Q2 20173
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q3 20223
BARCLAYS PLC 210.00%0.00%0.00%Q4 2018Q2 20213
ROPES WEALTH ADVISORS LLC 330.00%0.00%0.00%Q1 2018Q3 20183
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2017Q4 20183
Latitude Advisors, LLC 330.06%0.10%0.14%Q3 2021Q1 20223
TD Waterhouse Canada Inc. 210.00%0.04%0.06%Q1 2022Q2 20233
BAKER TILLY WEALTH MANAGEMENT, LLC 330.08%0.09%0.11%Q4 2020Q2 20213
Regis Acquisition Inc. 331.32%1.60%2.01%Q1 2023Q3 20233
MARSHALL WACE, LLP 110.00%0.00%0.01%Q3 2021Q3 20223
Fiduciary Planning LLC 330.00%0.00%0.00%Q3 2020Q1 20213
BIVIN & ASSOCIATES, INC. 332.08%2.23%2.53%Q4 2021Q2 20223
HOLLENCREST CAPITAL MANAGEMENT 330.03%0.04%0.05%Q1 2023Q3 20233
Engrave Wealth Partners LLC 330.00%0.00%0.00%Q4 2019Q2 20203
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 210.00%0.00%0.00%Q1 2019Q3 20233
North Star Investment Management Corp. 330.00%0.00%0.00%Q4 2022Q2 20233
Cadence Bank 330.02%0.02%0.02%Q1 2023Q3 20233
Ellevest, Inc. 210.00%0.01%0.04%Q3 2019Q3 20223
Noble Family Wealth, LLC 330.88%1.06%1.16%Q1 2023Q3 20233
Tower View Wealth Management LLC 330.01%0.01%0.01%Q3 2018Q1 20193
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2018Q3 20233
KESTRA PRIVATE WEALTH SERVICES, LLC 330.04%0.04%0.04%Q3 2021Q1 20223
TOWNSQUARE CAPITAL LLC 330.05%0.06%0.07%Q4 2020Q2 20213
Farmers National Bank 210.21%0.44%0.58%Q2 2018Q2 20193
L.M. KOHN & COMPANY 330.21%0.22%0.23%Q1 2023Q3 20233
AlphaMark Advisors, LLC 330.01%0.01%0.01%Q2 2016Q4 20163
Intrepid Financial Planning Group LLC 330.44%0.47%0.48%Q1 2023Q3 20233
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q2 2018Q4 20223
Tarbox Family Office, Inc. 330.01%0.06%0.15%Q2 2019Q4 20193
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q2 2019Q4 20193
COMMUNITY BANK SYSTEM, INC. 330.00%0.35%0.55%Q2 2013Q4 20133
Tradewinds Capital Management, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
GABLES CAPITAL MANAGEMENT INC. 330.04%0.08%0.11%Q1 2023Q3 20233
Ameritas Investment Company, LLC 110.00%0.01%0.02%Q4 2018Q1 20213
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
Aspen Wealth Strategies, LLC 330.26%0.35%0.41%Q4 2022Q2 20233
Acorn Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q2 2020Q1 20213
Aspen Grove Capital, LLC 330.48%0.58%0.69%Q1 2023Q3 20233
THOMPSON SIEGEL & WALMSLEY LLC 210.00%0.00%0.00%Q3 2015Q4 20193
PRELUDE CAPITAL MANAGEMENT, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
SG Americas Securities, LLC 210.00%0.01%0.01%Q2 2016Q2 20173
Sunbelt Securities, Inc. 210.00%0.00%0.00%Q4 2016Q3 20233
Disciplined Investments, LLC 330.00%0.00%0.01%Q4 2019Q2 20203
GODSEY & GIBB, INC 330.00%0.00%0.00%Q4 2022Q2 20233
Virtu KCG Holdings LLC 330.02%0.02%0.02%Q4 2016Q2 20173
ADIRONDACK TRUST CO 330.03%0.03%0.04%Q1 2022Q3 20223
HAP Trading, LLC 210.02%0.17%0.44%Q1 2020Q3 20223
DIVIDEND ASSETS CAPITAL, LLC 330.01%0.01%0.01%Q3 2022Q1 20233
Willingdon Wealth Management 210.00%0.01%0.02%Q3 2018Q4 20193
Millburn Ridgefield Corp 330.00%0.00%0.00%Q2 2021Q4 20213
First Allied Advisory Services, Inc. 330.03%0.19%0.37%Q3 2019Q1 20203
Zions Bancorporation 210.00%0.00%0.00%Q3 2015Q1 20173
MCF Advisors LLC 210.00%0.00%0.00%Q4 2016Q4 20173
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.01%0.02%Q3 2014Q2 20173
Consilium Wealth Advisory, LLC 330.67%0.73%0.77%Q4 2021Q2 20223
ARCADIA INVESTMENT MANAGEMENT CORP/MI 330.01%0.01%0.01%Q1 2023Q3 20233
BROWN ADVISORY INC 330.00%0.00%0.00%Q4 2022Q2 20233
Northeast Financial Consultants Inc 330.02%0.02%0.02%Q1 2021Q3 20213
Delos Wealth Advisors, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Whitnell & Co. 220.21%0.21%0.21%Q3 2019Q4 20192
Zions Bancorporation, N.A. 220.01%0.01%0.02%Q2 2023Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.02%0.04%Q4 2021Q3 20222
SEVEN MILE ADVISORY 220.74%0.77%0.81%Q2 2023Q3 20232
Kore Private Wealth LLC 220.00%0.00%0.00%Q1 2020Q2 20202
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2019Q1 20222
Fortune Financial Advisors, LLC 220.23%0.25%0.26%Q2 2023Q3 20232
TCF National Bank 220.08%0.08%0.09%Q4 2020Q1 20212
MILESTONE WEALTH, LLC 220.09%0.09%0.09%Q4 2021Q1 20222
HL FINANCIAL SERVICES LLC 220.01%0.01%0.01%Q3 2018Q4 20182
Betterment LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Surevest, LLC 220.00%0.00%0.01%Q2 2022Q3 20222
BADGLEY PHELPS & BELL INC 220.41%0.41%0.41%Q1 2021Q2 20212
Yellowstone Partners, LLC 220.39%0.46%0.52%Q3 2017Q4 20172
IAG Wealth Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SEGALL BRYANT & HAMILL, LLC 220.04%0.04%0.04%Q1 2013Q2 20132
GREAT VALLEY ADVISOR GROUP, INC. 220.07%0.07%0.07%Q1 2022Q2 20222
NOMURA HOLDINGS INC 220.00%0.01%0.01%Q2 2013Q3 20132
NOTTINGHAM ADVISORS, INC. 221.79%1.79%1.80%Q2 2013Q3 20132
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2016Q3 20212
Endurance Wealth Management, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
Verus Financial Partners, Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Edge Advisors, LLC 220.04%0.04%0.04%Q1 2018Q2 20182
One Capital Management, LLC 220.11%0.11%0.11%Q1 2022Q2 20222
MONTAG A & ASSOCIATES INC 220.00%0.00%0.00%Q4 2021Q1 20222
TOMPKINS FINANCIAL CORP 110.00%0.00%0.01%Q3 2022Q4 20232
BALDWIN BROTHERS LLC/MA 220.01%0.01%0.01%Q3 2016Q4 20162
SENTINEL TRUST CO LBA 220.18%0.18%0.18%Q1 2015Q2 20152
Lindbrook Capital, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
WHITTIER TRUST CO OF NEVADA INC 220.00%0.00%0.00%Q3 2014Q4 20142
People's United Financial, Inc. 110.00%0.00%0.01%Q3 2016Q4 20192
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
MATHER GROUP, LLC. 220.01%0.01%0.01%Q2 2023Q3 20232
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.01%0.02%Q4 2018Q4 20202
Lutz Financial Services LLC 220.05%0.05%0.05%Q3 2018Q4 20182
Starfox Financial Services, LLC 222.48%2.48%2.48%Q1 2022Q2 20222
Lenox Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
NEW ENGLAND SECURITIES CORP /MA/ 110.01%0.01%0.01%Q2 2014Q4 20142
Cynosure Group, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
FLPUTNAM INVESTMENT MANAGEMENT CO 220.04%0.05%0.06%Q2 2023Q3 20232
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q4 2021Q3 20232
MOORE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q1 2022Q4 20222
BREMER TRUST NATIONAL ASSOCIATION 220.09%0.11%0.12%Q3 2018Q4 20182
Moran Wealth Management, LLC 220.04%0.04%0.04%Q4 2022Q1 20232
First Horizon Advisors, Inc. 110.00%0.01%0.01%Q3 2014Q3 20222
ASPIRIANT, LLC 110.01%0.01%0.01%Q1 2022Q4 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Leelyn Smith, LLC 220.01%0.02%0.03%Q4 2019Q1 20202
HORIZON BANCORP INC /IN/ 220.00%0.51%1.02%Q2 2023Q3 20232
Flagship Private Wealth, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Barry Investment Advisors, LLC 220.09%0.12%0.15%Q2 2023Q3 20232
Wagner Wealth Management, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
EPG Wealth Management LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Choate Investment Advisors 220.08%0.08%0.08%Q2 2023Q3 20232
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.02%0.03%0.03%Q3 2021Q4 20212
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
ACIMA PRIVATE WEALTH, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Eldridge Investment Advisors, Inc. 110.28%0.28%0.28%Q1 2021Q1 20211
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q2 20221
LGL PARTNERS, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Envestnet Portfolio Solutions, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
EisnerAmper Wealth Management Corporate Benefits, LLC 110.31%0.31%0.31%Q1 2021Q1 20211
HOWE & RUSLING INC 110.00%0.00%0.00%Q4 2016Q4 20161
Coe Capital Management, LLC 110.18%0.18%0.18%Q2 2013Q2 20131
QUADRANT CAPITAL GROUP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Eukles Asset Management 110.01%0.01%0.01%Q2 2019Q2 20191
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
25 LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Lunt Capital Management, Inc. 110.22%0.22%0.22%Q3 2023Q3 20231
INTEGRAL DERIVATIVES, LLC 110.73%0.73%0.73%Q4 2014Q4 20141
Y-Intercept (Hong Kong) Ltd 110.05%0.05%0.05%Q3 2022Q3 20221
Wealth Advisory Solutions, LLC 110.29%0.29%0.29%Q1 2021Q1 20211
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Ellis Investment Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CHILTON CAPITAL MANAGEMENT LLC 110.07%0.07%0.07%Q2 2018Q2 20181
SVA Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Annapolis Financial Services, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
CENTRAL BANK & TRUST CO 110.10%0.10%0.10%Q1 2015Q1 20151
Texas Capital Bank Wealth Management Services Inc 110.06%0.06%0.06%Q3 2023Q3 20231
Homrich & Berg 110.02%0.02%0.02%Q3 2018Q3 20181
Essex Savings Bank 110.11%0.11%0.11%Q2 2022Q2 20221
Geneva Advisors, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
GenTrust, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Castle Financial & Retirement Planning Associates, Inc. 110.85%0.85%0.85%Q4 2021Q4 20211
Financial & Tax Architects, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Friedenthal Financial 113.60%3.60%3.60%Q1 2022Q1 20221
Jordan Park Group LLC 110.10%0.10%0.10%Q4 2018Q4 20181
Checchi Capital Advisers, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Truxt Investmentos Ltda. 110.21%0.21%0.21%Q1 2021Q1 20211
Walleye Capital LLC 110.03%0.03%0.03%Q2 2022Q2 20221
VICTORY CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q4 2022Q4 20221
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Austin Wealth Management, LLC 111.34%1.34%1.34%Q3 2023Q3 20231
Ergawealth Advisors, Inc. 110.19%0.19%0.19%Q1 2023Q1 20231
Slow Capital, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Csenge Advisory Group 110.03%0.03%0.03%Q3 2018Q3 20181
CITIZENS FINANCIAL GROUP INC/RI 110.02%0.02%0.02%Q1 2023Q1 20231
Live Your Vision, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
CHILDRESS CAPITAL ADVISORS, LLC 110.24%0.24%0.24%Q1 2022Q1 20221
PARTNERS CAPITAL INVESTMENT GROUP, LLP 110.00%0.00%0.00%Q1 2021Q1 20211
Sugarloaf Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
EXCHANGE TRADED CONCEPTS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Sabal Trust CO 110.03%0.03%0.03%Q4 2015Q4 20151
Personal Capital Advisors Corp 110.01%0.01%0.01%Q2 2018Q2 20181
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q1 2018Q1 20181
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.05%0.05%0.05%Q4 2020Q4 20201
RGT Wealth Advisors, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
MACKENZIE FINANCIAL CORP 110.01%0.01%0.01%Q3 2016Q3 20161
Parisi Gray Wealth Management 110.00%0.00%0.00%Q2 2021Q2 20211
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Invesco Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
Thor Advisors, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Econ Financial Services Corp 110.37%0.37%0.37%Q4 2021Q4 20211
Almanack Investment Partners, LLC. 110.03%0.03%0.03%Q3 2022Q3 20221
Strategic Capital Alternatives LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Fort Point Capital Partners LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q3 2022Q3 20221
BOK Financial Private Wealth, Inc. 110.04%0.04%0.04%Q2 2017Q2 20171
AMG National Trust Bank 110.01%0.01%0.01%Q2 2020Q2 20201
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2019Q4 20191
Mariner Wealth Advisors-NYC, LLC 110.08%0.08%0.08%Q1 2015Q1 20151
St. James Investment Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
FIRST HAWAIIAN BANK 110.00%0.00%0.00%Q1 2019Q1 20191
BOKF, NA 110.01%0.01%0.01%Q3 2017Q3 20171
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Douglass Winthrop Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Claybrook Capital, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Institute for Wealth Management, LLC. 110.03%0.03%0.03%Q4 2019Q4 20191
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Exchange Capital Management, Inc. 110.01%0.01%0.01%Q3 2013Q3 20131
CASTLE WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Northwest Bank & Trust Co 110.04%0.04%0.04%Q2 2023Q2 20231
DERBY & COMPANY, INC 110.16%0.16%0.16%Q4 2017Q4 20171
PATTON ALBERTSON MILLER GROUP, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Wealthspire Advisors, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
FAYEZ SAROFIM & CO 110.00%0.00%0.00%Q1 2022Q1 20221
COUNTRY TRUST BANK 110.00%0.00%0.00%Q2 2023Q2 20231
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
Glassy Mountain Advisors, Inc. 116.99%6.99%6.99%Q1 2023Q1 20231
REILLY FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Laird Norton Wetherby Wealth Management, LLC 110.12%0.12%0.12%Q1 2019Q1 20191
Allred Capital Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Gemmer Asset Management LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Saratoga Research & Investment Management 110.34%0.34%0.34%Q3 2017Q3 20171
RMB Capital Management, LLC 110.03%0.03%0.03%Q3 2013Q3 20131
Intrua Financial, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Headlands Technologies LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Camarda Financial Advisors, LLC 110.16%0.16%0.16%Q4 2015Q4 20151
OLD MISSION CAPITAL, LLC 110.04%0.04%0.04%Q4 2016Q4 20161
AlphaCore Capital LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Aries Wealth Management 113.27%3.27%3.27%Q1 2022Q1 20221
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Executive Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
ZACKS INVESTMENT MANAGEMENT 110.00%0.00%0.00%Q1 2023Q1 20231
VESTOR CAPITAL, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Clean Yield Group 110.02%0.02%0.02%Q1 2020Q1 20201
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Bell Bank 110.02%0.02%0.02%Q1 2023Q1 20231
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q4 2014Q4 20141
ISTHMUS PARTNERS, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Farmers & Merchants Trust Co of Long Beach 110.12%0.12%0.12%Q2 2020Q2 20201
Indiana Trust & Investment Management CO 110.01%0.01%0.01%Q3 2023Q3 20231
Jane Street Holding, LLC 110.07%0.07%0.07%Q4 2013Q4 20131
Kistler-Tiffany Companies, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Virtu Financial LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Gradient Investments LLC 110.00%0.00%0.00%Q3 2018Q3 20181
MERITAGE PORTFOLIO MANAGEMENT 110.96%0.96%0.96%Q4 2019Q4 20191
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
CREATIVE FINANCIAL DESIGNS INC /ADV 110.01%0.01%0.01%Q4 2017Q4 20171
Spearhead Capital Advisors, LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
Cooper Financial Group 110.08%0.08%0.08%Q4 2019Q4 20191
RPg Family Wealth Advisory, LLC 110.12%0.12%0.12%Q3 2018Q3 20181
ELEMENT POINTE ADVISORS, LLC 110.36%0.36%0.36%Q4 2018Q4 20181
COLONY GROUP LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Mascoma Wealth Management LLC 110.42%0.42%0.42%Q4 2016Q4 20161
Arden Trust Co 110.01%0.01%0.01%Q1 2020Q1 20201
Parkside Financial Bank & Trust 110.12%0.12%0.12%Q1 2021Q1 20211
Synergy Asset Management, LLC 111.44%1.44%1.44%Q1 2022Q1 20221
DRAVO BAY LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q2 2017Q2 20171
External links

This page lists all the filers that currently own FLEXSHARES TR or have owned FLEXSHARES TR in the past.