Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
MORGAN STANLEY | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
LPL Financial LLC | 37 | 37 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q3 2023 | 37 |
ENVESTNET ASSET MANAGEMENT INC | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 29 | 2 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
AMERIPRISE FINANCIAL INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 30 |
CWM, LLC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 30 |
UMB Bank, n.a. | 29 | 29 | 0.02% | 0.24% | 0.43% | Q3 2016 | Q3 2023 | 29 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 28 |
Cambridge Investment Research Advisors, Inc. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2022 | 27 |
Raymond James Financial Services Advisors, Inc. | 24 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 27 |
Brinker Capital Investments, LLC | 21 | 6 | 0.00% | 0.04% | 0.13% | Q2 2015 | Q1 2022 | 27 |
WELLS FARGO & COMPANY/MN | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 26 |
3D ASSET MANAGEMENT, INC | 25 | 25 | 3.33% | 4.61% | 6.40% | Q3 2014 | Q3 2020 | 25 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Bryn Mawr Capital Management, LLC | 23 | 23 | 0.02% | 0.27% | 0.66% | Q1 2018 | Q3 2023 | 23 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 22 | 22 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q1 2022 | 22 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 22 |
Atria Investments, Inc | 22 | 22 | 0.01% | 0.05% | 0.08% | Q3 2014 | Q4 2019 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2019 | 21 |
KEYBANK NATIONAL ASSOCIATION/OH | 20 | 20 | 0.13% | 0.22% | 0.30% | Q4 2018 | Q3 2023 | 20 |
FIFTH THIRD BANCORP | 14 | 6 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 20 |
Kistler-Tiffany Companies, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2020 | 19 |
Creative Planning | 14 | 5 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 19 |
HighTower Advisors, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
NBT BANK N A /NY | 18 | 18 | 0.06% | 0.10% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Morningstar Investment Services LLC | 18 | 18 | 0.26% | 0.84% | 1.26% | Q3 2015 | Q4 2019 | 18 |
Global Retirement Partners, LLC | 13 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 17 |
Cetera Advisor Networks LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 17 |
Cedar Wealth Management, LLC | 17 | 17 | 0.04% | 0.19% | 0.34% | Q2 2017 | Q2 2021 | 17 |
Sargent Bickham Lagudis LLC | 14 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2021 | 16 |
JPMORGAN CHASE & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.01% | 0.13% | 0.78% | Q4 2019 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.46% | 0.75% | Q2 2016 | Q4 2019 | 15 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q2 2020 | 15 |
Koshinski Asset Management, Inc. | 9 | 3 | 0.00% | 0.12% | 0.20% | Q2 2017 | Q1 2022 | 15 |
FDx Advisors, Inc. | 10 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2021 | 15 |
RAYMOND JAMES & ASSOCIATES | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2020 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2022 | 14 |
LINCOLN NATIONAL CORP | 9 | 4 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 13 |
Newport Wealth Strategies, Inc. | 10 | 3 | 0.21% | 1.06% | 1.63% | Q4 2017 | Q3 2021 | 13 |
Gilbert & Cook, Inc. | 13 | 13 | 0.14% | 0.99% | 1.93% | Q4 2016 | Q4 2019 | 13 |
Newfound Research LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
RVW Wealth, LLC | 13 | 13 | 0.02% | 0.13% | 0.23% | Q4 2020 | Q4 2023 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
BESSEMER GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 12 |
Lenox Wealth Advisors, LLC | 12 | 12 | 1.53% | 3.45% | 7.11% | Q2 2019 | Q1 2022 | 12 |
OLD MISSION CAPITAL LLC | 10 | 1 | 0.02% | 0.06% | 0.18% | Q4 2015 | Q3 2023 | 12 |
Kingsview Wealth Management, LLC | 12 | 12 | 0.25% | 0.95% | 1.59% | Q1 2017 | Q4 2019 | 12 |
American Portfolios Advisors | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 12 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2020 | 11 |
Carmichael Hill & Associates, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.06% | 0.08% | 0.11% | Q4 2016 | Q1 2019 | 10 |
MML INVESTORS SERVICES, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 10 |
Claraphi Advisory Network, LLC | 10 | 10 | 0.10% | 0.20% | 0.30% | Q4 2017 | Q1 2020 | 10 |
BBVA USA Bancshares, Inc. | 9 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q1 2021 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.22% | 1.76% | Q1 2020 | Q2 2022 | 10 |
Sigma Planning Corp | 7 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 10 |
Allworth Financial LP | 10 | 10 | 0.03% | 0.09% | 0.18% | Q2 2021 | Q3 2023 | 10 |
BANK OF MONTREAL /CAN/ | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 10 |
Well Done, LLC | 10 | 10 | 0.07% | 0.16% | 0.37% | Q3 2017 | Q4 2019 | 10 |
Cribstone Capital Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2019 | 10 |
Maltin Wealth Management, Inc. | 10 | 10 | 0.14% | 0.21% | 0.24% | Q4 2019 | Q1 2022 | 10 |
Citizens Business Bank | 10 | 10 | 0.07% | 0.37% | 0.64% | Q1 2020 | Q2 2022 | 10 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
STIFEL FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Wealthstreet Investment Advisors, LLC | 9 | 9 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q4 2019 | 9 |
Hanlon Investment Management, Inc. | 9 | 9 | 0.06% | 0.38% | 0.70% | Q3 2021 | Q3 2023 | 9 |
Princeton Global Asset Management LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Global Trust Asset Management, LLC | 9 | 9 | 0.04% | 0.08% | 0.12% | Q4 2017 | Q4 2019 | 9 |
Alaska Wealth Advisors | 6 | 3 | 0.00% | 0.36% | 1.12% | Q4 2019 | Q3 2023 | 9 |
Private Vista, LLC | 9 | 9 | 0.08% | 0.10% | 0.13% | Q1 2018 | Q1 2020 | 9 |
Bank of New York Mellon Corp | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 9 |
Firestone Capital Management | 9 | 9 | 0.08% | 0.09% | 0.11% | Q1 2020 | Q1 2022 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2021 | 9 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 8 |
FIRST MANHATTAN CO. LLC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Cerity Partners LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2020 | 8 |
TD Capital Management LLC | 7 | 1 | 0.00% | 1.17% | 2.65% | Q2 2014 | Q4 2016 | 8 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.11% | 0.51% | Q4 2020 | Q3 2023 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
PARK AVENUE SECURITIES LLC | 8 | 8 | 0.01% | 0.08% | 0.16% | Q2 2017 | Q1 2019 | 8 |
CITIGROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
3D/L Capital Management, LLC | 7 | 1 | 0.03% | 3.65% | 6.26% | Q4 2020 | Q1 2023 | 8 |
Chicago Partners Investment Group LLC | 7 | 7 | 0.16% | 0.25% | 0.59% | Q2 2017 | Q4 2018 | 7 |
BlackRock Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
FIRST FOUNDATION ADVISORS | 7 | 7 | 0.01% | 0.03% | 0.11% | Q4 2020 | Q2 2022 | 7 |
Red Tortoise LLC | 4 | 1 | 0.27% | 0.82% | 2.12% | Q3 2021 | Q3 2023 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
DEUTSCHE BANK AG\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2020 | 7 |
Wealthspire Advisors, LLC | 6 | 1 | 0.11% | 0.37% | 0.46% | Q3 2021 | Q3 2023 | 7 |
US BANCORP \DE\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q3 2017 | 7 |
Wealthfront Advisers LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NWAM LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q1 2022 | 7 |
BROWN BROTHERS HARRIMAN & CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 6 |
Anson Capital, Inc. | 4 | 2 | 0.19% | 0.35% | 0.52% | Q4 2021 | Q2 2023 | 6 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 5 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
SG Americas Securities, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Angeles Investment Advisors, LLC | 5 | 5 | 0.05% | 0.09% | 0.11% | Q2 2021 | Q2 2022 | 5 |
SIGNATUREFD, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Family Firm, Inc. | 4 | 4 | 0.18% | 0.20% | 0.20% | Q4 2014 | Q3 2015 | 4 |
BRINKER CAPITAL INC | 4 | 4 | 0.16% | 0.27% | 0.50% | Q3 2016 | Q2 2017 | 4 |
Brookstone Capital Management | 4 | 4 | 0.07% | 0.10% | 0.13% | Q3 2015 | Q2 2016 | 4 |
Fluent Financial, LLC | 4 | 4 | 0.16% | 0.19% | 0.22% | Q4 2018 | Q3 2019 | 4 |
XML Financial, LLC | 4 | 4 | 0.18% | 0.22% | 0.31% | Q3 2021 | Q2 2022 | 4 |
Columbus Macro, LLC | 4 | 4 | 1.30% | 1.42% | 1.55% | Q3 2020 | Q2 2021 | 4 |
Private Ocean, LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q2 2014 | Q1 2015 | 4 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 4 |
Spire Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Shone Asset Management LLC | 4 | 4 | 6.57% | 6.77% | 6.98% | Q1 2020 | Q4 2020 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 4 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q1 2017 | 4 |
PIN OAK INVESTMENT ADVISORS INC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q4 2019 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Cetera Investment Advisers | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q2 2021 | 3 |
Roble, Belko & Company, Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 3 |
NATIONAL PLANNING CORP | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q1 2014 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 3 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
FIRST INTERSTATE BANK | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
SIMPLEX TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
MATHER GROUP, LLC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Schneider Downs Wealth Management Advisors, LP | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2020 | Q3 2020 | 3 |
Regis Management CO LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q2 2019 | Q4 2019 | 3 |
Continuum Advisory, LLC | 3 | 3 | 0.20% | 0.21% | 0.23% | Q2 2017 | Q4 2017 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
D'Orazio & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Beacon Pointe Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 3 |
CAMPBELL CAPITAL MANAGEMENT INC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q2 2021 | 3 |
Fortress Wealth Management, Inc. | 3 | 3 | 0.50% | 1.02% | 1.32% | Q4 2021 | Q2 2022 | 3 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 2 |
NORTHSTAR INVESTMENT ADVISORS LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q1 2018 | 2 |
1900 WEALTH MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 2 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 2 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.13% | Q3 2019 | Q1 2020 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
Country Club Trust Company, n.a. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.07% | 0.14% | Q3 2019 | Q3 2020 | 2 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Sonoma Private Wealth LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2022 | Q4 2022 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BAYSHORE ASSET MANAGEMENT, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Alaska Permanent Capital Management | 1 | 1 | 1.39% | 1.39% | 1.39% | Q4 2019 | Q4 2019 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Idaho Trust Bank | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2022 | Q3 2022 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Sageworth Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
BKS ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
First PREMIER Bank | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own FLEXSHARES TR or have owned FLEXSHARES TR in the past.