Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AMERIPRISE FINANCIAL INC | 28 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 38 |
WELLS FARGO & COMPANY/MN | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
LPL Financial LLC | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 34 | 0.00% | 0.03% | 0.11% | Q2 2015 | Q3 2023 | 34 |
PNC FINANCIAL SERVICES GROUP, INC. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
HSBC HOLDINGS PLC | 29 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 27 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 28 |
STIFEL FINANCIAL CORP | 24 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2022 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 27 |
Bank of New York Mellon Corp | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
US BANCORP \DE\ | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2022 | 27 |
MML INVESTORS SERVICES, LLC | 25 | 2 | 0.01% | 0.05% | 0.32% | Q2 2015 | Q3 2023 | 27 |
Cambridge Investment Research Advisors, Inc. | 23 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 26 |
REGIONS FINANCIAL CORP | 26 | 26 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2021 | 26 |
SG Americas Securities, LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Snowden Capital Advisors LLC | 18 | 8 | 0.02% | 0.13% | 0.29% | Q1 2017 | Q3 2023 | 26 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 25 |
CITIGROUP INC | 21 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2021 | 25 |
Betterment LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Parkside Financial Bank & Trust | 24 | 24 | 0.06% | 0.15% | 0.26% | Q4 2015 | Q3 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 2.67% | 4.80% | 7.24% | Q4 2017 | Q3 2023 | 24 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.02% | 0.22% | 1.06% | Q2 2015 | Q3 2023 | 24 |
BlackRock Inc. | 15 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 24 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 12 | 1 | 0.02% | 0.63% | 1.53% | Q2 2015 | Q2 2022 | 22 |
Raymond James Financial Services Advisors, Inc. | 17 | 1 | 0.00% | 0.01% | 0.14% | Q2 2015 | Q1 2022 | 22 |
JPMORGAN CHASE & CO | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 22 |
GUGGENHEIM CAPITAL LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 22 |
AlphaMark Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 22 |
Advisors Asset Management, Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2020 | 21 |
Haverford Trust Co | 15 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2021 | 21 |
SECURIAN ASSET MANAGEMENT, INC | 21 | 21 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q1 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.13% | 0.22% | 0.34% | Q3 2018 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.02% | 0.13% | Q4 2014 | Q4 2019 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Mount Lucas Management LP | 8 | 3 | 0.05% | 0.63% | 1.20% | Q1 2016 | Q3 2023 | 20 |
QS Investors, LLC | 16 | 4 | 0.00% | 0.13% | 0.34% | Q4 2014 | Q1 2021 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Freedom Investment Management, Inc. | 17 | 1 | 0.02% | 0.11% | 0.43% | Q2 2014 | Q4 2018 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.00% | 0.04% | 0.21% | Q2 2019 | Q3 2023 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 0.03% | 0.18% | Q2 2017 | Q3 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
OneDigital Investment Advisors LLC | 17 | 17 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
MD Financial Management Inc. | 17 | 17 | 0.24% | 0.45% | 0.89% | Q4 2017 | Q4 2021 | 17 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.02% | 0.08% | 0.21% | Q3 2018 | Q2 2022 | 16 |
First Allied Advisory Services, Inc. | 6 | 1 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2020 | 16 |
Mirae Asset Global Investments Co., Ltd. | 11 | 5 | 0.00% | 0.03% | 0.07% | Q3 2015 | Q2 2022 | 16 |
LifePlan Financial Group, Inc | 11 | 1 | 0.01% | 0.19% | 1.16% | Q2 2015 | Q3 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
PRUDENTIAL FINANCIAL INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
PFS INVESTMENTS INC. | 14 | 14 | 0.01% | 0.11% | 0.22% | Q1 2018 | Q2 2021 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Semmax Financial Advisors Inc. | 13 | 1 | 0.05% | 1.85% | 2.49% | Q4 2019 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.02% | 0.11% | Q4 2019 | Q3 2023 | 14 |
Advisory Alpha, LLC | 11 | 2 | 0.00% | 0.28% | 0.84% | Q2 2018 | Q3 2023 | 13 |
ASSETMARK, INC | 8 | 5 | 0.00% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 13 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 12 |
Bank Julius Baer & Co. Ltd, Zurich | 7 | 5 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 12 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 12 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 2 | 0.14% | 0.26% | 0.32% | Q4 2019 | Q4 2022 | 12 |
NEXT Financial Group, Inc | 6 | 1 | 0.01% | 0.04% | 0.41% | Q1 2018 | Q4 2021 | 12 |
Cetera Investment Advisers | 6 | 2 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
RAYMOND JAMES & ASSOCIATES | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2021 | 12 |
Pflug Koory, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 11 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.04% | 0.22% | Q2 2015 | Q3 2023 | 11 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11 | 11 | 0.04% | 0.16% | 0.27% | Q3 2019 | Q1 2022 | 11 |
Certified Advisory Corp | 7 | 3 | 0.05% | 0.10% | 0.14% | Q4 2018 | Q3 2021 | 10 |
Bluefin Trading, LLC | 2 | 1 | 0.04% | 0.20% | 1.32% | Q4 2014 | Q2 2020 | 10 |
OmniStar Financial Group, Inc. | 10 | 10 | 0.03% | 1.00% | 1.55% | Q4 2017 | Q1 2020 | 10 |
Sowell Financial Services LLC | 9 | 1 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q3 2021 | 10 |
Cetera Advisors LLC | 9 | 1 | 0.00% | 0.02% | 0.11% | Q1 2019 | Q1 2022 | 10 |
AFAM CAPITAL, INC. | 10 | 10 | 0.84% | 1.23% | 1.80% | Q2 2013 | Q3 2015 | 10 |
SteelPeak Wealth, LLC | 10 | 10 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q1 2022 | 10 |
HORIZON FINANCIAL SERVICES, LLC | 9 | 9 | 0.26% | 0.53% | 2.00% | Q2 2021 | Q2 2023 | 9 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
Tidal Investments LLC | 9 | 9 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
1900 WEALTH MANAGEMENT LLC | 9 | 9 | 0.08% | 0.25% | 0.58% | Q3 2021 | Q3 2023 | 9 |
Cedar Wealth Management, LLC | 9 | 9 | 0.00% | 0.08% | 0.12% | Q4 2019 | Q4 2021 | 9 |
MSI Financial Services Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
Mutual Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q3 2021 | 9 |
AdvisorNet Financial, Inc | 7 | 2 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2022 | 9 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sage Advisory Services, Ltd.Co. | 3 | 2 | 0.28% | 0.46% | 0.58% | Q2 2019 | Q1 2023 | 8 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2018 | 8 |
Compagnie Lombard Odier SCmA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AlphaCentric Advisors LLC | 5 | 3 | 0.10% | 0.17% | 0.32% | Q3 2020 | Q3 2023 | 8 |
Rockefeller Capital Management L.P. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
Parallel Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 8 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 8 | 8 | 0.05% | 0.08% | 0.16% | Q2 2020 | Q1 2022 | 8 |
HL FINANCIAL SERVICES LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
MinichMacGregor Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 7 |
Hudock, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Lumature Wealth Partners, LLC | 5 | 2 | 0.07% | 0.16% | 0.20% | Q1 2021 | Q2 2023 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2014 | 7 |
First Horizon Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Princeton Global Asset Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Vontobel Holding Ltd. | 5 | 1 | 0.00% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 6 |
D.A. DAVIDSON & CO. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 6 |
WBI INVESTMENTS, LLC | 4 | 2 | 0.15% | 0.56% | 1.08% | Q4 2016 | Q2 2018 | 6 |
Gateway Advisory, LLC | 3 | 3 | 0.06% | 1.04% | 2.05% | Q4 2021 | Q3 2023 | 6 |
Financial Advocates Investment Management | 6 | 6 | 0.04% | 0.04% | 0.06% | Q4 2017 | Q1 2019 | 6 |
Allspring Global Investments Holdings, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 6 | 6 | 0.11% | 0.13% | 0.14% | Q4 2021 | Q1 2023 | 6 |
Columbus Macro, LLC | 6 | 6 | 0.18% | 0.30% | 0.38% | Q4 2019 | Q1 2021 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2016 | 6 |
CAPTRUST FINANCIAL ADVISORS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2022 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q2 2019 | 5 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 5 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q4 2019 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
Cedar Brook Financial Partners, LLC | 5 | 5 | 0.09% | 0.11% | 0.14% | Q1 2020 | Q1 2021 | 5 |
MARSHALL WACE, LLP | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 5 |
CITY NATIONAL BANK | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
YorkBridge Wealth Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
WealthShield Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Redwood Investment Management, LLC | 5 | 5 | 0.46% | 0.68% | 0.93% | Q1 2019 | Q1 2020 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q2 2017 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2022 | 4 |
QUATTRO FINANCIAL ADVISORS LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q4 2018 | 4 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q2 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.12% | 0.38% | Q3 2015 | Q4 2018 | 4 |
Shamrock Asset Management LLC | 4 | 4 | 0.00% | 0.03% | 0.04% | Q1 2015 | Q4 2015 | 4 |
Cypress Wealth Advisors LLC | 4 | 4 | 0.30% | 0.37% | 0.48% | Q2 2015 | Q1 2016 | 4 |
RFG Advisory, LLC | 4 | 4 | 0.07% | 0.37% | 0.54% | Q4 2017 | Q3 2018 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Frontier Wealth Management LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q1 2019 | 4 |
LAKE STREET PRIVATE WEALTH, LLC | 4 | 4 | 0.30% | 0.74% | 1.54% | Q1 2021 | Q4 2021 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Koss-Olinger Consulting, LLC | 4 | 4 | 0.72% | 0.85% | 0.98% | Q4 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.30% | 0.34% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Shilanski & Associates, Inc. | 4 | 4 | 0.28% | 0.29% | 0.32% | Q2 2019 | Q1 2020 | 4 |
HighTower Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
IFC Holdings Incorporated/FL | 4 | 4 | 0.03% | 0.06% | 0.09% | Q1 2017 | Q4 2017 | 4 |
BlackRock Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 4 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
TrueWealth Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Mid-American Wealth Advisory Group, Inc. | 2 | 1 | 0.19% | 0.91% | 1.80% | Q4 2021 | Q2 2023 | 3 |
Biondo Investment Advisors, LLC | 3 | 3 | 0.07% | 0.09% | 0.12% | Q3 2017 | Q1 2018 | 3 |
BANK OF NOVA SCOTIA | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2018 | 3 |
My Legacy Advisors, LLC | 3 | 3 | 0.65% | 0.79% | 0.95% | Q1 2022 | Q3 2022 | 3 |
Eschler Asset Management LLP | 1 | 1 | 0.32% | 0.44% | 0.66% | Q3 2022 | Q3 2023 | 3 |
CITY HOLDING CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.08% | 0.13% | 0.18% | Q1 2017 | Q3 2017 | 3 |
Creative Planning | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 3 |
High Net Worth Advisory Group LLC | 3 | 3 | 0.08% | 0.10% | 0.14% | Q2 2023 | Q4 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.20% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
KCS Wealth Advisory | 2 | 1 | 0.01% | 0.41% | 0.72% | Q4 2018 | Q3 2019 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Weatherstone Capital Management | 3 | 3 | 0.93% | 0.97% | 1.00% | Q1 2015 | Q3 2015 | 3 |
Crabel Capital Management, LLC | 3 | 3 | 0.18% | 0.46% | 0.83% | Q4 2017 | Q2 2018 | 3 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 3 |
FIRST TRUST ADVISORS LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Brookstone Capital Management | 1 | 1 | 0.40% | 0.79% | 1.20% | Q1 2016 | Q1 2017 | 3 |
DEUTSCHE BANK AG\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 3 |
Financial Partners Group, Inc | 3 | 3 | 0.17% | 0.22% | 0.25% | Q4 2017 | Q2 2018 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.03% | 0.06% | 0.10% | Q1 2017 | Q3 2017 | 3 |
SII INVESTMENTS INC/WI | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2017 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Virtu Financial LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2018 | 3 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.17% | 0.22% | 0.26% | Q2 2017 | Q3 2017 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 2 |
Spire Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2019 | Q1 2020 | 2 |
Tri-Star Advisors Inc. | 2 | 2 | 3.64% | 4.66% | 5.69% | Q2 2020 | Q3 2020 | 2 |
Concert Wealth Management Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q3 2015 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2022 | 2 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.30% | 0.33% | 0.35% | Q3 2019 | Q4 2019 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Counsel Portfolio Services Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 1.19% | 1.28% | 1.37% | Q3 2021 | Q4 2021 | 2 |
Financial Gravity Companies, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Long Wharf Investors, Inc. | 2 | 2 | 0.51% | 0.56% | 0.61% | Q1 2014 | Q2 2014 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Moors & Cabot, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 2 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 2 | 2 | 0.38% | 0.71% | 1.04% | Q4 2014 | Q1 2015 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q1 2018 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
McAdam, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
COLONY GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q1 2015 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Frank, Rimerman Advisors LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Atria Investments, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pettinga Financial Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PFS Partners, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2017 | Q2 2017 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Simplicity Wealth,LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Sumitomo Mitsui Trust Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameliora Wealth Management Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 1.23% | 1.23% | 1.23% | Q1 2019 | Q1 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2017 | Q3 2017 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Sequoia Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2017 | Q4 2017 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 4.02% | 4.02% | 4.02% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.