Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.04% | 0.17% | 0.25% | 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 | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
FIFTH THIRD BANCORP | 39 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
Ledyard National Bank | 39 | 39 | 0.30% | 1.89% | 3.66% | Q1 2014 | Q3 2023 | 39 |
WELLS FARGO & COMPANY/MN | 32 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 39 |
LPL Financial LLC | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 33 | 5 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
EVERMAY WEALTH MANAGEMENT LLC | 20 | 1 | 0.02% | 0.15% | 1.59% | Q4 2013 | Q3 2023 | 35 |
SENTINEL TRUST CO LBA | 35 | 35 | 0.07% | 0.11% | 0.17% | Q1 2015 | Q3 2023 | 35 |
US BANCORP \DE\ | 32 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 33 |
RAYMOND JAMES & ASSOCIATES | 16 | 5 | 0.00% | 0.03% | 0.14% | Q4 2013 | Q3 2023 | 33 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 32 | 32 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 18 | 14 | 0.00% | 0.03% | 0.18% | Q3 2015 | Q3 2023 | 32 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 31 |
Lenox Wealth Advisors, LLC | 31 | 31 | 0.01% | 0.55% | 1.46% | Q3 2014 | Q1 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
TRUST CO OF VERMONT | 30 | 30 | 0.02% | 0.10% | 0.17% | Q2 2016 | Q3 2023 | 30 |
Baird Financial Group, Inc. | 29 | 29 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 29 |
Transform Wealth, LLC | 25 | 4 | 0.55% | 1.53% | 3.61% | Q2 2016 | Q3 2023 | 29 |
Cedar Wealth Management, LLC | 29 | 29 | 0.03% | 0.65% | 1.64% | Q3 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 29 |
Bryn Mawr Capital Management, LLC | 28 | 28 | 0.11% | 1.31% | 2.77% | Q4 2016 | Q3 2023 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 27 | 0.00% | 0.12% | 0.18% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER & CO INC | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q4 2020 | 27 |
Alaska Permanent Capital Management | 25 | 25 | 0.53% | 3.67% | 8.50% | Q1 2016 | Q1 2022 | 25 |
Anchor Investment Management, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.86% | 1.31% | 2.64% | Q2 2017 | Q2 2023 | 25 |
Tower Research Capital LLC (TRC) | 23 | 1 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.01% | 0.81% | 4.17% | Q4 2017 | Q3 2023 | 24 |
GOLDMAN SACHS GROUP INC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2019 | 22 |
BROWN ADVISORY INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2019 | 22 |
FIRST FINANCIAL CORP /IN/ | 22 | 22 | 0.07% | 0.08% | 0.08% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Sterling Investment Advisors, Ltd. | 21 | 21 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q2 2022 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
HM PAYSON & CO | 19 | 2 | 0.03% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 21 |
Sigma Planning Corp | 15 | 1 | 0.01% | 0.02% | 0.07% | Q4 2016 | Q2 2023 | 21 |
Confluence Wealth Management LLC | 21 | 21 | 0.80% | 3.15% | 5.32% | Q3 2015 | Q3 2020 | 21 |
Alaska Wealth Advisors | 18 | 3 | 0.00% | 1.72% | 4.61% | Q4 2017 | Q3 2023 | 21 |
VeraBank, N.A. | 20 | 20 | 8.63% | 12.37% | 15.01% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q2 2023 | 20 |
EQUITABLE TRUST CO | 14 | 6 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 20 |
Baker Ellis Asset Management LLC | 20 | 20 | 0.04% | 0.11% | 0.14% | Q3 2015 | Q2 2020 | 20 |
KEYBANK NATIONAL ASSOCIATION/OH | 20 | 20 | 0.04% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 20 |
BRIDGES INVESTMENT MANAGEMENT INC | 20 | 20 | 0.18% | 0.25% | 0.29% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Cribstone Capital Management, LLC | 18 | 1 | 0.01% | 1.74% | 3.22% | Q2 2016 | Q4 2021 | 19 |
Cambridge Investment Research Advisors, Inc. | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
Janney Montgomery Scott LLC | 12 | 7 | 0.00% | 0.04% | 0.18% | Q3 2016 | Q3 2023 | 19 |
Creative Planning | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 18 |
USCA RIA LLC | 18 | 18 | 0.06% | 0.08% | 0.10% | Q3 2015 | Q4 2019 | 18 |
Johnson Financial Group, Inc. | 18 | 18 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
West Oak Capital, LLC | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Magnus Financial Group LLC | 17 | 17 | 0.10% | 0.61% | 0.98% | Q3 2019 | Q3 2023 | 17 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 17 |
RiverFront Investment Group, LLC | 9 | 8 | 0.01% | 2.85% | 5.16% | Q4 2013 | Q1 2018 | 17 |
CVA Family Office, LLC | 16 | 16 | 0.57% | 1.29% | 3.02% | Q4 2019 | Q3 2023 | 16 |
HC FINANCIAL ADVISORS INC | 15 | 1 | 1.49% | 1.93% | 3.96% | Q1 2018 | Q2 2022 | 16 |
NWAM LLC | 16 | 16 | 0.01% | 0.08% | 0.11% | Q2 2017 | Q1 2021 | 16 |
Choate Investment Advisors | 6 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 16 |
John W. Brooker & Co., CPAs | 16 | 16 | 0.66% | 0.73% | 0.94% | Q4 2019 | Q3 2023 | 16 |
Newport Wealth Strategies, Inc. | 16 | 16 | 0.67% | 1.05% | 1.75% | Q4 2017 | Q3 2021 | 16 |
Firestone Capital Management | 16 | 16 | 0.14% | 0.16% | 0.16% | Q4 2019 | Q3 2023 | 16 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 16 |
Global Retirement Partners, LLC | 9 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
FLAGSHIP HARBOR ADVISORS, LLC | 16 | 16 | 0.01% | 0.35% | 0.54% | Q4 2016 | Q3 2020 | 16 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.14% | 0.52% | 1.45% | Q1 2020 | Q3 2023 | 15 |
Investors Research Corp | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advocacy Wealth Management Services, LLC | 9 | 6 | 0.01% | 0.88% | 4.89% | Q1 2016 | Q2 2020 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 0.23% | 0.28% | 0.60% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
FineMark National Bank & Trust | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2022 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.33% | 0.39% | 0.46% | Q1 2018 | Q2 2023 | 15 |
Ancora Advisors LLC | 12 | 2 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q1 2020 | 14 |
BB&T SECURITIES, LLC | 9 | 5 | 0.06% | 0.12% | 0.20% | Q4 2013 | Q1 2018 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
AMERIPRISE FINANCIAL INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 14 |
MML INVESTORS SERVICES, LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
PARSONS CAPITAL MANAGEMENT INC/RI | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Key FInancial Inc | 12 | 2 | 0.07% | 0.09% | 0.23% | Q4 2019 | Q3 2023 | 14 |
EATON VANCE MANAGEMENT | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
LifeSteps Financial, Inc. | 12 | 1 | 0.19% | 0.22% | 0.25% | Q4 2019 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 13 |
Cascade Investment Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
Newfound Research LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
Hudock, Inc. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2018 | 13 |
Brinker Capital Investments, LLC | 12 | 12 | 0.01% | 0.02% | 0.12% | Q1 2020 | Q4 2022 | 12 |
FIRST MANHATTAN CO. LLC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 12 |
Prospera Financial Services Inc | 11 | 1 | 0.00% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 12 |
SHEETS SMITH WEALTH MANAGEMENT | 4 | 1 | 0.03% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 12 |
BROWN BROTHERS HARRIMAN & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 12 | 0.13% | 0.28% | 0.67% | Q4 2020 | Q3 2023 | 12 |
QS Investors, LLC | 8 | 1 | 0.00% | 0.14% | 0.41% | Q2 2017 | Q2 2021 | 12 |
FIRST FOUNDATION ADVISORS | 12 | 12 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 12 |
Sageworth Trust Co | 12 | 12 | 0.12% | 0.15% | 0.23% | Q4 2020 | Q3 2023 | 12 |
BARCLAYS PLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 11 |
Catamount Wealth Management | 11 | 11 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q1 2019 | 11 |
M. Kraus & Co | 11 | 11 | 0.14% | 0.17% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Bedel Financial Consulting, Inc. | 11 | 11 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q1 2022 | 11 |
GLENMEDE TRUST CO NA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Cheviot Value Management, LLC | 10 | 1 | 0.10% | 0.14% | 0.16% | Q1 2016 | Q4 2018 | 11 |
BANK OF MONTREAL /CAN/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 11 |
Bank of New York Mellon Corp | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 11 |
LINCOLN NATIONAL CORP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2018 | 10 |
Hanlon Investment Management, Inc. | 10 | 10 | 0.05% | 0.46% | 0.96% | Q2 2021 | Q3 2023 | 10 |
Allworth Financial LP | 10 | 10 | 0.03% | 0.10% | 0.19% | Q2 2021 | Q3 2023 | 10 |
JONES FINANCIAL COMPANIES LLLP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Citizens Business Bank | 10 | 10 | 0.18% | 0.81% | 1.79% | Q1 2020 | Q2 2022 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Claraphi Advisory Network, LLC | 10 | 10 | 0.14% | 0.23% | 0.32% | Q4 2017 | Q1 2020 | 10 |
DEUTSCHE BANK AG\ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2021 | 10 |
Busey Bank | 10 | 10 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q4 2021 | 10 |
Commonwealth Equity Services, Inc | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2017 | 10 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Global Trust Asset Management, LLC | 9 | 9 | 0.04% | 0.09% | 0.11% | Q4 2017 | Q4 2019 | 9 |
Meridian Wealth Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2022 | 9 |
Cetera Advisor Networks LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2020 | 9 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Vestmark Advisory Solutions, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 8 |
STRINGER ASSET MANAGEMENT, LLC | 8 | 8 | 1.76% | 5.72% | 12.96% | Q4 2020 | Q3 2022 | 8 |
CWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.19% | 0.31% | 0.43% | Q4 2021 | Q3 2023 | 8 |
PNC FINANCIAL SERVICES GROUP, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 8 |
HighTower Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 8 |
SEI INVESTMENTS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Anson Capital, Inc. | 8 | 8 | 0.42% | 0.86% | 1.52% | Q4 2021 | Q3 2023 | 8 |
Horizon Family Wealth, Inc. | 8 | 8 | 0.72% | 2.60% | 4.75% | Q4 2021 | Q3 2023 | 8 |
Aries Wealth Management | 4 | 4 | 0.26% | 0.46% | 0.64% | Q1 2019 | Q3 2023 | 8 |
DARRELL & KING LLC | 5 | 3 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2019 | 8 |
Addison Advisors LLC | 8 | 8 | 0.49% | 0.87% | 1.27% | Q4 2021 | Q3 2023 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
COMMERCE BANK | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2022 | 8 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 8 |
Sageworth Trust Co of South Dakota | 8 | 8 | 1.84% | 2.24% | 2.69% | Q4 2021 | Q3 2023 | 8 |
Ausdal Financial Partners, Inc. | 7 | 7 | 0.09% | 0.22% | 0.46% | Q1 2018 | Q3 2019 | 7 |
Roof Advisory Group, Inc. | 7 | 7 | 1.87% | 3.02% | 3.78% | Q4 2017 | Q2 2019 | 7 |
Riverpoint Wealth Management Holdings, LLC | 7 | 7 | 0.39% | 1.10% | 1.31% | Q1 2020 | Q3 2021 | 7 |
RAYMOND JAMES TRUST N.A. | 7 | 7 | 0.06% | 0.08% | 0.09% | Q2 2018 | Q4 2019 | 7 |
Landmark Financial Advisors, LLC | 7 | 7 | 0.21% | 0.90% | 1.38% | Q1 2022 | Q3 2023 | 7 |
CULLEN/FROST BANKERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 7 |
JPMORGAN CHASE & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 7 |
WASHINGTON TRUST BANK | 7 | 7 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q1 2019 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BRIGHTON JONES LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q2 2020 | 7 |
Wealthspire Advisors, LLC | 6 | 1 | 0.15% | 0.18% | 0.22% | Q3 2021 | Q3 2023 | 7 |
Lucia Wealth Services, LLC | 6 | 1 | 0.03% | 0.03% | 0.05% | Q3 2018 | Q2 2020 | 7 |
Capital Wealth Alliance, LLC | 4 | 1 | 0.13% | 0.14% | 0.16% | Q4 2019 | Q3 2023 | 7 |
American Portfolios Advisors | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 7 |
STOCK YARDS BANK & TRUST CO | 7 | 7 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 7 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.04% | 0.07% | 0.14% | Q2 2020 | Q2 2023 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.08% | 0.11% | 0.14% | Q4 2013 | Q1 2015 | 6 |
MGO ONE SEVEN LLC | 4 | 2 | 0.01% | 0.14% | 0.23% | Q4 2017 | Q3 2023 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Capital Directions Investment Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 6 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.10% | 0.18% | 0.31% | Q1 2017 | Q2 2018 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Cardan Capital Partners, LLC | 6 | 6 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q3 2021 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2020 | 6 |
Fluent Financial, LLC | 6 | 6 | 1.37% | 1.64% | 2.15% | Q2 2018 | Q3 2019 | 6 |
Bartlett & Co. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 6 |
Moors & Cabot, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q1 2018 | 5 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Cerity Partners LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q4 2017 | 5 |
HARBOUR INVESTMENTS, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
BDO Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
TIAA CREF TRUST CO FSB/MO | 5 | 5 | 1.62% | 1.68% | 1.74% | Q1 2016 | Q1 2017 | 5 |
Cresset Asset Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
FDx Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2017 | 5 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.03% | 0.07% | 0.09% | Q4 2017 | Q1 2021 | 5 |
Financial Architects, Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2017 | 5 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 5 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 5 |
FORT PITT CAPITAL GROUP, LLC | 4 | 1 | 0.00% | 0.27% | 0.36% | Q3 2019 | Q4 2020 | 5 |
Angeles Investment Advisors, LLC | 5 | 5 | 0.08% | 0.09% | 0.12% | Q2 2021 | Q2 2022 | 5 |
Sargent Bickham Lagudis LLC | 5 | 5 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q4 2018 | 5 |
Red Tortoise LLC | 4 | 1 | 0.64% | 0.65% | 0.67% | Q3 2021 | Q3 2023 | 5 |
Placemark Investments, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2014 | 5 |
WEST PACES ADVISORS INC. | 5 | 5 | 0.13% | 0.18% | 0.22% | Q4 2016 | Q4 2017 | 5 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 1 | 0.00% | 0.26% | 0.37% | Q4 2016 | Q3 2019 | 5 |
55I, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 5 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
UBS AG | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.10% | 0.19% | Q4 2021 | Q1 2023 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 4 |
Shone Asset Management LLC | 4 | 4 | 6.56% | 6.81% | 6.95% | Q1 2020 | Q4 2020 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Shore Point Advisors, LLC | 4 | 4 | 0.24% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Blume Capital Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
SeaCrest Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 4 |
VISTA CAPITAL PARTNERS, INC. | 4 | 4 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q4 2020 | 4 |
Hayden Royal, LLC | 4 | 4 | 0.19% | 0.25% | 0.28% | Q4 2019 | Q3 2020 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q1 2022 | 4 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q2 2017 | 4 |
Crestwood Advisors Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.23% | 0.26% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Empire Financial Management Company, LLC | 3 | 3 | 0.27% | 0.27% | 0.28% | Q1 2023 | Q3 2023 | 3 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 3 |
Carnick & Kubik, LLC | 3 | 3 | 0.87% | 0.96% | 1.04% | Q3 2015 | Q1 2016 | 3 |
Essex Savings Bank | 3 | 3 | 0.12% | 0.13% | 0.13% | Q2 2022 | Q4 2022 | 3 |
GREENLEAF TRUST | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Norway Savings Bank | 3 | 3 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q2 2021 | 3 |
Schneider Downs Wealth Management Advisors, LP | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2020 | Q3 2020 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q1 2021 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 3 |
MEEDER ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Regis Management CO LLC | 3 | 3 | 0.40% | 0.42% | 0.44% | Q2 2019 | Q4 2019 | 3 |
HC Financial Advisors, Inc. | 2 | 1 | 1.43% | 1.63% | 1.76% | Q4 2017 | Q3 2018 | 3 |
Savant Capital, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q2 2016 | 3 |
B. Riley Wealth Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Financial Advocates Investment Management | 2 | 1 | 0.02% | 0.07% | 0.14% | Q4 2017 | Q3 2018 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
SIGNATUREFD, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2016 | 3 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 2 | 1 | 0.03% | 0.17% | 0.33% | Q1 2022 | Q4 2022 | 3 |
Steward Partners Investment Advisory, LLC | 3 | 3 | 0.04% | 0.07% | 0.10% | Q3 2017 | Q1 2018 | 3 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2018 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2017 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
NATIONAL PLANNING CORP | 3 | 3 | 0.04% | 0.06% | 0.06% | Q3 2013 | Q1 2014 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.15% | 0.17% | 0.18% | Q4 2017 | Q3 2018 | 3 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2019 | 2 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q1 2022 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Well Done, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.13% | 0.19% | Q3 2022 | Q2 2023 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 2 |
Freedman Financial Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
VESTOR CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
CITIGROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q2 2021 | Q1 2022 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
StoneX Group Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Enterprise Bank & Trust Co | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Zions Bancorporation | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TSFG, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2017 | Q3 2017 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Buttonwood Financial Advisors Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DEARBORN PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sandy Spring Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Ellevest, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Whitegate Investment Counselors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own FLEXSHARES TR or have owned FLEXSHARES TR in the past.