Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 29 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
LPL Financial LLC | 35 | 35 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
ENVESTNET ASSET MANAGEMENT INC | 32 | 3 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 35 |
MORGAN STANLEY | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
Sigma Planning Corp | 34 | 34 | 0.02% | 0.05% | 0.10% | Q4 2014 | Q1 2023 | 34 |
PNC FINANCIAL SERVICES GROUP, INC. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Ledyard National Bank | 32 | 32 | 0.04% | 0.24% | 0.59% | Q4 2015 | Q3 2023 | 32 |
UBS Group AG | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Atria Investments, Inc | 30 | 30 | 0.01% | 0.09% | 0.17% | Q3 2014 | Q4 2021 | 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 30 |
COURIER CAPITAL LLC | 30 | 30 | 0.04% | 0.08% | 0.14% | Q2 2016 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 20 | 10 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 30 |
WELLS FARGO & COMPANY/MN | 19 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 28 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
3D ASSET MANAGEMENT, INC | 25 | 25 | 4.88% | 7.53% | 9.10% | Q3 2014 | Q3 2020 | 25 |
Glassman Wealth Services | 19 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 24 |
IFP Advisors, Inc | 16 | 3 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q2 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Cetera Advisor Networks LLC | 24 | 24 | 0.01% | 0.05% | 0.15% | Q4 2017 | Q3 2023 | 24 |
BLAIR WILLIAM & CO/IL | 21 | 21 | 0.00% | 0.00% | 0.01% | 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% | 0.02% | 0.03% | Q4 2014 | Q4 2019 | 21 |
Edge Capital Group, LLC | 20 | 20 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q3 2023 | 20 |
US BANCORP \DE\ | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Plante Moran Financial Advisors, LLC | 19 | 19 | 0.02% | 0.03% | 0.08% | Q2 2016 | Q4 2020 | 19 |
CENTAURUS FINANCIAL, INC. | 19 | 19 | 0.02% | 0.31% | 0.66% | Q1 2019 | Q3 2023 | 19 |
Wealthcare Advisory Partners LLC | 19 | 19 | 0.02% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 19 |
STIFEL FINANCIAL CORP | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
AMERIPRISE FINANCIAL INC | 15 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 19 |
RAYMOND JAMES & ASSOCIATES | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Cedar Wealth Management, LLC | 18 | 18 | 0.06% | 0.26% | 0.71% | Q2 2019 | Q3 2023 | 18 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2022 | 18 |
Laurel Wealth Advisors LLC | 18 | 18 | 0.00% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
CITIGROUP INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 17 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 16 |
RVW Wealth, LLC | 16 | 16 | 0.84% | 1.96% | 2.42% | Q1 2020 | Q4 2023 | 16 |
Sloy Dahl & Holst, LLC | 16 | 16 | 0.29% | 0.64% | 1.29% | Q4 2019 | Q3 2023 | 16 |
RDA Financial Network | 15 | 15 | 0.14% | 0.52% | 0.92% | Q1 2019 | Q3 2022 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.44% | 0.52% | 0.65% | Q1 2018 | Q2 2023 | 15 |
Private Advisor Group, LLC | 15 | 15 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q3 2022 | 15 |
FMR LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
WEST PACES ADVISORS INC. | 15 | 15 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q2 2020 | 15 |
AE Wealth Management LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MONECO Advisors, LLC | 15 | 15 | 0.10% | 0.18% | 0.31% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Investors Research Corp | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 15 |
FineMark National Bank & Trust | 13 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2021 | 14 |
REDW Wealth LLC | 14 | 14 | 0.43% | 0.81% | 1.13% | Q2 2020 | Q3 2023 | 14 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 13 |
Creative Planning | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.12% | 0.30% | Q3 2020 | Q3 2023 | 13 |
Belpointe Asset Management LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2023 | 13 |
Winslow, Evans & Crocker, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2020 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
GOLDMAN SACHS GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 11 |
Stratos Wealth Partners, LTD. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2019 | 11 |
Benedetti & Gucer, Inc. | 11 | 11 | 0.21% | 0.58% | 0.98% | Q1 2021 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 10 | 1 | 0.01% | 0.31% | 0.69% | Q4 2018 | Q3 2021 | 11 |
MML INVESTORS SERVICES, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 11 | 11 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q4 2021 | 11 |
VSR Financial Services, Inc. | 10 | 10 | 0.03% | 0.05% | 0.11% | Q1 2014 | Q2 2016 | 10 |
Bank of New York Mellon Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FLOW TRADERS U.S. LLC | 6 | 2 | 0.01% | 0.05% | 0.14% | Q2 2020 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MEEDER ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.03% | 0.10% | Q3 2020 | Q3 2022 | 9 |
First Allied Advisory Services, Inc. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2020 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.09% | 0.12% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Raymond James Financial Services Advisors, Inc. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 9 |
NewEdge Advisors, LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.06% | 0.20% | 0.40% | Q4 2021 | Q3 2023 | 8 |
CX Institutional | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
ASSETMARK, INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
DEUTSCHE BANK AG\ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2018 | 8 |
Wealth Advisory Solutions, LLC | 8 | 8 | 0.00% | 0.94% | 1.39% | Q4 2019 | Q3 2021 | 8 |
White Knight Strategic Wealth Advisors, LLC | 8 | 8 | 0.38% | 0.51% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.23% | 0.27% | 0.34% | Q4 2021 | Q3 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 2 | 0.01% | 0.13% | 0.25% | Q4 2016 | Q4 2019 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
Cetera Advisors LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q2 2015 | 7 |
Merriman Wealth Management, LLC | 7 | 7 | 0.21% | 0.26% | 0.31% | Q3 2018 | Q1 2020 | 7 |
AMERICAN INTERNATIONAL GROUP, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 7 |
Ausdal Financial Partners, Inc. | 5 | 1 | 0.00% | 0.37% | 0.53% | Q4 2015 | Q1 2021 | 6 |
Edge Advisors, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q1 2017 | Q2 2018 | 6 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 6 |
SEI INVESTMENTS CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 6 |
Rossmore Private Capital | 4 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 6 |
BANK OF MONTREAL /CAN/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
3D/L Capital Management, LLC | 6 | 6 | 0.04% | 2.59% | 7.70% | Q4 2020 | Q1 2022 | 6 |
Red Tortoise LLC | 4 | 1 | 0.71% | 0.94% | 1.06% | Q3 2021 | Q3 2023 | 6 |
MONTAG A & ASSOCIATES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Aspire Capital Advisors LLC | 5 | 5 | 3.17% | 7.39% | 20.19% | Q4 2021 | Q4 2022 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q1 2018 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 5 |
USAdvisors Wealth Management, LLC | 4 | 4 | 0.09% | 0.92% | 3.33% | Q1 2021 | Q4 2021 | 4 |
FIFTH THIRD BANCORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q1 2021 | 4 |
GREENLEAF TRUST | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Fluent Financial, LLC | 4 | 4 | 1.14% | 1.20% | 1.28% | Q4 2019 | Q3 2020 | 4 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 4 |
Heritage Way Advisors, LLC | 3 | 3 | 0.86% | 0.90% | 0.98% | Q2 2021 | Q4 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Advisor Resource Council | 1 | 1 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q2 2022 | 3 |
Anson Capital, Inc. | 3 | 3 | 0.67% | 0.71% | 0.79% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Steward Partners Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Ranch Capital Advisors Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Center for Financial Planning, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
B. Riley Wealth Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.11% | 0.17% | 0.22% | Q2 2015 | Q4 2015 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Gemmer Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
NBT BANK N A /NY | 2 | 2 | 0.54% | 0.56% | 0.57% | Q3 2019 | Q4 2019 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.18% | 0.37% | Q1 2021 | Q1 2022 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.24% | 0.28% | 0.32% | Q3 2019 | Q4 2019 | 2 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.61% | 0.61% | 0.62% | Q4 2021 | Q1 2022 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 1.26% | 1.26% | 1.26% | Q3 2019 | Q4 2019 | 2 |
Cross Staff Investments Inc | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q1 2022 | 2 |
L & S Advisors Inc | 2 | 2 | 0.11% | 0.14% | 0.17% | Q2 2023 | Q3 2023 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Grove Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
XR Securities LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
FULTON BREAKEFIELD BROENNIMAN LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HNP Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
UMB Bank, n.a. | 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.