Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cetera Advisor Networks LLC | 43 | 43 | 0.02% | 0.11% | 0.24% | Q1 2013 | Q3 2023 | 43 |
Courage Miller Partners, LLC | 42 | 42 | 0.18% | 1.02% | 2.14% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Summit Asset Management, LLC | 42 | 42 | 0.15% | 0.22% | 0.28% | Q2 2013 | Q3 2023 | 42 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 42 | 42 | 0.42% | 0.91% | 1.67% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Baystate Wealth Management LLC | 42 | 42 | 0.02% | 2.87% | 9.56% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Wharton Business Group, LLC | 33 | 8 | 0.02% | 0.12% | 1.03% | Q2 2013 | Q3 2023 | 41 |
Vision Capital Management, Inc. | 34 | 6 | 0.06% | 0.08% | 0.13% | Q2 2013 | Q2 2023 | 40 |
Cetera Advisors LLC | 40 | 40 | 0.02% | 0.04% | 0.09% | Q4 2013 | Q3 2023 | 40 |
HighTower Advisors, LLC | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 38 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 39 |
Capital Advisors, Ltd. LLC | 23 | 16 | 0.15% | 0.23% | 0.28% | Q4 2013 | Q3 2023 | 39 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 32 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.01% | 0.06% | 0.18% | Q1 2014 | Q3 2023 | 38 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 3 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 37 |
Sequoia Financial Advisors, LLC | 34 | 3 | 0.00% | 0.08% | 0.46% | Q4 2013 | Q3 2023 | 37 |
Bank of New York Mellon Corp | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
FIFTH THIRD BANCORP | 35 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
B. Riley Wealth Advisors, Inc. | 33 | 1 | 0.00% | 0.05% | 0.09% | Q2 2014 | Q3 2023 | 35 |
J.P. Morgan Private Wealth Advisors LLC | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Kovack Advisors, Inc. | 34 | 34 | 0.06% | 0.40% | 1.06% | Q2 2015 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 7 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 34 |
Private Advisor Group, LLC | 32 | 1 | 0.00% | 0.02% | 0.11% | Q3 2014 | Q3 2023 | 33 |
STIFEL FINANCIAL CORP | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
GOLDMAN SACHS GROUP INC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q1 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.20% | Q4 2015 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
DAVENPORT & Co LLC | 30 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.08% | 0.44% | Q1 2016 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
ETRADE Capital Management LLC | 30 | 30 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2020 | 30 |
Raymond James Financial Services Advisors, Inc. | 14 | 8 | 0.01% | 0.03% | 0.20% | Q4 2015 | Q3 2023 | 30 |
CWM, LLC | 22 | 8 | 0.02% | 0.06% | 0.17% | Q1 2016 | Q3 2023 | 30 |
Kelman-Lazarov, Inc. | 29 | 29 | 0.10% | 0.23% | 0.38% | Q1 2016 | Q1 2023 | 29 |
Avior Wealth Management, LLC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
Sigma Planning Corp | 25 | 4 | 0.02% | 0.03% | 0.21% | Q4 2014 | Q3 2023 | 29 |
Parkside Financial Bank & Trust | 18 | 11 | 0.03% | 0.05% | 0.06% | Q3 2015 | Q4 2022 | 29 |
RWA WEALTH PARTNERS, LLC | 28 | 28 | 0.04% | 0.15% | 0.90% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.14% | 0.34% | 0.53% | Q4 2016 | Q3 2023 | 28 |
Cypress Capital Management LLC (WY) | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2021 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.02% | 0.06% | 0.36% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.02% | 0.14% | 0.34% | Q4 2016 | Q3 2023 | 28 |
Marietta Wealth Management, LLC | 28 | 28 | 0.33% | 0.87% | 1.17% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 27 |
Arcus Capital Partners, LLC | 19 | 1 | 0.05% | 0.29% | 0.88% | Q4 2015 | Q4 2022 | 27 |
FMR LLC | 25 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.06% | 0.17% | 0.27% | Q2 2017 | Q3 2023 | 26 |
Ironwood Financial, llc | 23 | 3 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2021 | 26 |
GenWealth Group, Inc. | 26 | 26 | 0.67% | 3.73% | 7.86% | Q2 2017 | Q3 2023 | 26 |
AXA S.A. | 26 | 26 | 0.18% | 0.35% | 0.51% | Q2 2013 | Q3 2019 | 26 |
CAPTRUST FINANCIAL ADVISORS | 22 | 4 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 26 |
Tower Research Capital LLC (TRC) | 24 | 1 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 26 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 25 |
M&T BANK CORP | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2022 | 25 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 25 |
Clearstead Advisors, LLC | 23 | 1 | 1.06% | 2.83% | 4.57% | Q4 2016 | Q3 2023 | 24 |
IHT Wealth Management, LLC | 15 | 9 | 0.04% | 0.21% | 0.40% | Q4 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Prime Capital Investment Advisors, LLC | 24 | 24 | 0.09% | 0.32% | 0.77% | Q4 2017 | Q3 2023 | 24 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 24 | 24 | 3.33% | 6.92% | 11.36% | Q4 2017 | Q3 2023 | 24 |
EAGLE GLOBAL ADVISORS LLC | 21 | 3 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 24 |
Cetera Investment Advisers | 23 | 23 | 0.00% | 0.04% | 0.12% | Q1 2018 | Q3 2023 | 23 |
BANK OF MONTREAL /CAN/ | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 22 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2021 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.94% | 1.24% | 1.45% | Q2 2018 | Q3 2023 | 22 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
HHM Wealth Advisors, LLC | 20 | 20 | 0.08% | 0.14% | 0.18% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2019 | 20 |
FAS Wealth Partners, Inc. | 15 | 5 | 0.06% | 3.70% | 5.59% | Q3 2016 | Q3 2023 | 20 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 20 |
Towerpoint Wealth, LLC | 20 | 20 | 0.72% | 1.11% | 1.55% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2022 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.16% | 0.29% | 0.64% | Q4 2018 | Q3 2023 | 20 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
KELLEHER FINANCIAL ADVISORS | 10 | 3 | 0.12% | 0.21% | 0.30% | Q1 2018 | Q3 2023 | 19 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
BlackRock Inc. | 15 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 19 |
AE Wealth Management LLC | 13 | 3 | 0.00% | 0.05% | 0.36% | Q1 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Full Sail Capital, LLC | 19 | 19 | 0.10% | 0.14% | 0.25% | Q1 2019 | Q3 2023 | 19 |
Janney Montgomery Scott LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Windsor Wealth Management, Inc. | 19 | 19 | 0.08% | 0.13% | 0.17% | Q1 2019 | Q3 2023 | 19 |
BB&T SECURITIES, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2019 | 18 |
Moors & Cabot, Inc. | 18 | 18 | 0.07% | 0.08% | 0.10% | Q1 2014 | Q2 2018 | 18 |
FinTrust Capital Advisors, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Essex Financial Services, Inc. | 13 | 1 | 0.07% | 0.11% | 0.20% | Q3 2016 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.08% | 0.10% | Q2 2013 | Q3 2017 | 18 |
SG Americas Securities, LLC | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2017 | 18 |
Fusion Family Wealth LLC | 14 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2021 | 17 |
NEXT Financial Group, Inc | 6 | 1 | 0.01% | 0.02% | 0.05% | Q3 2014 | Q4 2021 | 17 |
FIRST INTERSTATE BANK | 17 | 17 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q4 2019 | 17 |
SII INVESTMENTS INC/WI | 17 | 17 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q2 2017 | 17 |
ROMAN BUTLER FULLERTON & CO | 9 | 1 | 0.18% | 0.39% | 0.58% | Q1 2019 | Q3 2023 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 16 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q1 2022 | 17 |
NATIONAL PLANNING CORP | 17 | 17 | 0.02% | 0.03% | 0.08% | Q3 2013 | Q3 2017 | 17 |
Crewe Advisors LLC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
NewEdge Advisors, LLC | 11 | 6 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.06% | 0.09% | Q3 2019 | Q3 2023 | 17 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 13 | 4 | 0.07% | 0.18% | 0.70% | Q4 2017 | Q3 2023 | 17 |
Mariner, LLC | 10 | 7 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 17 |
Private Wealth Strategies, L.L.C. | 16 | 16 | 0.16% | 0.20% | 0.28% | Q4 2019 | Q3 2023 | 16 |
WFG Advisors, LP | 15 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 16 |
ADELL HARRIMAN & CARPENTER INC | 11 | 5 | 0.19% | 0.26% | 0.33% | Q3 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.36% | 1.36% | 3.79% | Q4 2019 | Q3 2023 | 16 |
CENTAURUS FINANCIAL, INC. | 8 | 8 | 0.01% | 0.20% | 0.56% | Q4 2017 | Q1 2022 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
EP Wealth Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
First Heartland Consultants, Inc. | 14 | 1 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 16 |
Cornerstone Wealth Management, LLC | 11 | 2 | 0.00% | 0.54% | 0.68% | Q2 2018 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.11% | 0.19% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 2.36% | 3.18% | 4.07% | Q4 2019 | Q3 2023 | 16 |
Archer Investment Corp | 9 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.05% | 0.10% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
MUFG Americas Holdings Corp | 12 | 3 | 0.00% | 0.01% | 0.01% | Q4 2010 | Q1 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.10% | 0.21% | 0.40% | Q2 2013 | Q4 2016 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 0.29% | 0.39% | 0.49% | Q1 2020 | Q3 2023 | 15 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 14 |
Csenge Advisory Group | 14 | 14 | 0.05% | 0.10% | 0.22% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Paragon Capital Management Ltd | 14 | 14 | 0.06% | 0.11% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Roof Eidam Maycock Peralta, LLC | 13 | 1 | 0.07% | 0.09% | 0.10% | Q3 2019 | Q3 2023 | 14 |
First Allied Advisory Services, Inc. | 11 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2019 | 14 |
Crestwood Advisors Group, LLC | 14 | 14 | 0.00% | 0.07% | 0.12% | Q4 2013 | Q1 2017 | 14 |
Mutual Advisors, LLC | 14 | 14 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Outlook Wealth Advisors, LLC | 14 | 14 | 0.14% | 0.28% | 0.68% | Q2 2020 | Q3 2023 | 14 |
NOMURA ASSET MANAGEMENT CO LTD | 8 | 6 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Voya Financial Advisors, Inc. | 11 | 1 | 0.01% | 0.03% | 0.08% | Q4 2015 | Q1 2021 | 13 |
SCOTIA CAPITAL INC. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
BANK OF NOVA SCOTIA | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.77% | 1.54% | 3.12% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
TAP Consulting, LLC | 11 | 1 | 0.41% | 1.06% | 1.68% | Q1 2019 | Q1 2022 | 12 |
McQueen, Ball & Associates Inc. | 12 | 12 | 0.94% | 1.19% | 1.38% | Q1 2016 | Q4 2018 | 12 |
BARCLAYS PLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 12 |
Annex Advisory Services, LLC | 8 | 4 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.14% | 0.46% | 1.55% | Q4 2020 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 0.21% | 0.46% | 0.65% | Q4 2020 | Q3 2023 | 12 |
Investors Capital Advisory Services | 12 | 12 | 0.06% | 0.13% | 0.19% | Q3 2013 | Q2 2016 | 12 |
Cedar Brook Financial Partners, LLC | 12 | 12 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.04% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Platt Investment Counsel, LLC | 12 | 12 | 0.39% | 0.62% | 0.84% | Q4 2020 | Q3 2023 | 12 |
BLAIR WILLIAM & CO/IL | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 11 |
Timber Hill LLC | 7 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q4 2017 | 11 |
EASTERN BANK | 8 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
Vestmark Advisory Solutions, Inc. | 11 | 11 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Gladstone Institutional Advisory LLC | 7 | 2 | 0.06% | 0.16% | 0.50% | Q4 2018 | Q3 2023 | 11 |
Oakworth Capital, Inc. | 11 | 11 | 0.07% | 0.10% | 0.13% | Q4 2013 | Q2 2016 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.05% | 0.06% | 0.12% | Q4 2018 | Q2 2021 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Hubbell Strickland Wealth Management, LLC | 10 | 10 | 0.13% | 0.57% | 0.73% | Q3 2019 | Q4 2021 | 10 |
Qube Research & Technologies Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Total Clarity Wealth Management, Inc. | 9 | 1 | 0.04% | 0.32% | 0.61% | Q4 2019 | Q2 2022 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
ASSETMARK, INC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 10 |
LifePro Asset Management | 9 | 1 | 0.13% | 0.25% | 0.38% | Q4 2020 | Q3 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 0.28% | 0.45% | 0.83% | Q2 2021 | Q3 2023 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
SITTNER & NELSON, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.10% | 0.10% | 0.11% | Q1 2021 | Q3 2023 | 10 |
White Pine Investment CO | 9 | 9 | 0.09% | 0.62% | 1.30% | Q3 2021 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.03% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
AlphaStar Capital Management, LLC | 9 | 9 | 0.02% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.16% | 0.26% | 0.36% | Q3 2021 | Q3 2023 | 9 |
BANK OF THE WEST | 9 | 9 | 0.05% | 0.05% | 0.06% | Q4 2016 | Q4 2018 | 9 |
Dentgroup LLC | 9 | 9 | 2.56% | 3.62% | 6.01% | Q4 2021 | Q4 2023 | 9 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.01% | 0.06% | 0.17% | Q1 2014 | Q2 2020 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 9 | 0.18% | 0.24% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Savant Capital, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Valeo Financial Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 9 |
TNF LLC | 9 | 9 | 0.17% | 0.18% | 0.20% | Q3 2021 | Q3 2023 | 9 |
HOWARD WEALTH MANAGEMENT, LLC | 9 | 9 | 0.36% | 0.47% | 0.57% | Q4 2019 | Q4 2021 | 9 |
CALTON & ASSOCIATES, INC. | 4 | 1 | 0.03% | 0.08% | 0.14% | Q4 2017 | Q2 2020 | 9 |
Element Wealth, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Sunburst Financial Group, LLC | 8 | 8 | 0.23% | 2.16% | 3.16% | Q4 2021 | Q3 2023 | 8 |
Baird Financial Group, Inc. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
M Holdings Securities, Inc. | 6 | 1 | 0.04% | 0.05% | 0.09% | Q1 2019 | Q2 2023 | 8 |
First Bank & Trust | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
HARBOR INVESTMENT ADVISORY, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Red Tortoise LLC | 4 | 4 | 0.20% | 0.25% | 0.30% | Q3 2021 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.17% | 0.20% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Financial Group, LLC / IL | 8 | 8 | 0.80% | 1.04% | 1.56% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2020 | 8 |
Simplicity Solutions, LLC | 4 | 1 | 0.01% | 0.10% | 0.46% | Q3 2018 | Q4 2020 | 8 |
Realta Investment Advisors | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 4.41% | 4.91% | 5.92% | Q4 2021 | Q3 2023 | 8 |
Fortune 45 LLC | 8 | 8 | 0.41% | 0.84% | 1.85% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.19% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MEEDER ASSET MANAGEMENT INC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2019 | 8 |
Sowell Financial Services LLC | 5 | 2 | 0.01% | 0.10% | 0.16% | Q4 2020 | Q2 2023 | 7 |
Intelligence Driven Advisers, LLC | 7 | 7 | 0.50% | 1.51% | 2.56% | Q4 2018 | Q2 2020 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.05% | 0.13% | 0.28% | Q3 2020 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 5 | 2 | 0.00% | 0.09% | 0.16% | Q3 2019 | Q3 2021 | 7 |
Madison Wealth Partners, Inc | 7 | 7 | 0.17% | 0.75% | 1.33% | Q1 2022 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 3 | 1 | 0.01% | 0.30% | 1.93% | Q4 2013 | Q2 2019 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.17% | 0.26% | 0.46% | Q2 2013 | Q4 2014 | 7 |
FundX Investment Group, LLC | 7 | 7 | 0.40% | 2.86% | 5.32% | Q2 2020 | Q4 2021 | 7 |
One Capital Management, LLC | 7 | 7 | 0.17% | 0.19% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Sunbelt Securities, Inc. | 4 | 3 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 7 |
JNBA Financial Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Noven Financial Group, Inc. | 7 | 7 | 1.94% | 5.14% | 13.16% | Q2 2014 | Q4 2015 | 7 |
NOESIS CAPITAL MANGEMENT CORP | 7 | 7 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.13% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 7 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2016 | 7 |
Stratos Wealth Partners, LTD. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2018 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
CREDIT SUISSE AG/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2014 | 6 |
Stokes & Hubbell Capital Management, LLC | 6 | 6 | 0.06% | 0.11% | 0.14% | Q4 2017 | Q1 2019 | 6 |
BEACON FINANCIAL GROUP | 6 | 6 | 0.06% | 0.10% | 0.28% | Q3 2013 | Q4 2014 | 6 |
Madrona Financial Services, LLC | 6 | 6 | 0.57% | 0.64% | 0.87% | Q4 2017 | Q1 2019 | 6 |
Beacon Financial Advisory LLC | 3 | 1 | 0.16% | 0.27% | 0.57% | Q4 2019 | Q3 2023 | 6 |
SeaCrest Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.04% | Q3 2018 | Q2 2022 | 6 |
Steward Partners Investment Advisory, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 6 |
Rede Wealth, LLC | 6 | 6 | 0.18% | 0.22% | 0.26% | Q4 2020 | Q1 2022 | 6 |
D.A. DAVIDSON & CO. | 4 | 2 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q2 2020 | 6 |
Cooper Financial Group | 6 | 6 | 0.17% | 0.19% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Sweet Financial Partners, LLC | 6 | 6 | 0.34% | 0.37% | 0.39% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
AdvisorNet Financial, Inc | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 6 |
Corsicana & Co. | 6 | 6 | 1.81% | 2.19% | 2.46% | Q2 2021 | Q3 2022 | 6 |
Virtu KCG Holdings LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q1 2017 | 6 |
Horan Securities, Inc. | 5 | 1 | 0.05% | 0.05% | 0.06% | Q3 2016 | Q1 2018 | 6 |
Bowman & Co S.C. | 4 | 2 | 0.26% | 0.36% | 0.42% | Q4 2021 | Q3 2023 | 6 |
Perigon Wealth Management, LLC | 5 | 1 | 0.01% | 0.11% | 0.14% | Q4 2018 | Q4 2020 | 6 |
WIN ADVISORS, INC | 5 | 1 | 0.00% | 0.18% | 0.66% | Q4 2021 | Q2 2023 | 6 |
Transparent Wealth Partners LLC | 4 | 1 | 0.59% | 0.67% | 0.82% | Q4 2021 | Q1 2023 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
BOKF, NA | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 5 |
High Falls Advisors, Inc | 3 | 1 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q4 2021 | 5 |
Madden Advisory Services, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.25% | 0.26% | 0.29% | Q2 2013 | Q2 2014 | 5 |
J.W. COLE ADVISORS, INC. | 4 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.06% | 0.26% | Q4 2020 | Q3 2023 | 5 |
Beacon Pointe Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 5 |
Legacy Financial Strategies, LLC | 5 | 5 | 0.15% | 0.31% | 0.78% | Q4 2019 | Q4 2020 | 5 |
Spotlight Asset Group, Inc. | 5 | 5 | 0.09% | 0.22% | 0.32% | Q4 2019 | Q4 2020 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.09% | 0.10% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Ballentine Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 5 |
Clearstead Trust, LLC | 5 | 5 | 12.05% | 13.96% | 15.50% | Q3 2022 | Q3 2023 | 5 |
Portfolio Strategies, Inc. | 4 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2019 | 5 |
SUNTRUST BANKS INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Kingsview Wealth Management, LLC | 5 | 5 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q4 2021 | 5 |
Destination Wealth Management | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q2 2019 | 5 |
Country Club Trust Company, n.a. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2021 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q4 2021 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 1.55% | 1.99% | 3.09% | Q4 2014 | Q4 2015 | 5 |
Gunderson Capital Management Inc. | 4 | 1 | 0.13% | 0.45% | 0.60% | Q1 2019 | Q4 2020 | 5 |
WealthShield Partners, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2018 | 5 |
Retirement Planning Group, LLC | 4 | 4 | 0.31% | 0.33% | 0.34% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 4 |
IFG Advisory, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 4 |
RVW Wealth, LLC | 4 | 4 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q4 2019 | 4 |
Guidant Wealth Advisors | 4 | 4 | 0.18% | 0.20% | 0.21% | Q4 2018 | Q3 2019 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
Fulcrum Equity Management | 2 | 2 | 0.46% | 0.60% | 0.76% | Q2 2020 | Q2 2023 | 4 |
Advisors Preferred, LLC | 2 | 2 | 0.03% | 0.22% | 0.37% | Q1 2014 | Q1 2021 | 4 |
Wealthquest Corp | 2 | 2 | 0.22% | 1.55% | 5.36% | Q2 2022 | Q3 2023 | 4 |
SIGNATUREFD, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Castle Rock Wealth Management, LLC | 4 | 4 | 0.15% | 0.35% | 0.46% | Q2 2020 | Q1 2021 | 4 |
Moisand Fitzgerald Tamayo, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 0.82% | 0.89% | 0.92% | Q4 2022 | Q3 2023 | 4 |
CAPITAL ADVISORS INC/OK | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Clear Creek Financial Management, LLC | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Lloyd Advisory Services, LLC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 4 |
MARCO INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q2 2019 | 4 |
Private Advisory Group LLC | 3 | 1 | 0.20% | 0.22% | 0.27% | Q4 2018 | Q2 2020 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
REGIONS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Financial Advocates Investment Management | 2 | 1 | 0.02% | 0.20% | 0.38% | Q4 2018 | Q3 2020 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Strategic Blueprint, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q2 2023 | 4 |
MATHER GROUP, LLC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.07% | 0.94% | 1.39% | Q4 2021 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
COMMERCE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.67% | 1.00% | 1.31% | Q3 2021 | Q1 2022 | 3 |
Summit X, LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q1 2022 | 3 |
RMB Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.07% | 0.70% | 1.09% | Q4 2019 | Q2 2023 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.04% | 0.67% | 1.92% | Q1 2020 | Q3 2020 | 3 |
OPPENHEIMER & CO INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Klingman & Associates, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
Redwood Financial Network Corp | 3 | 3 | 0.34% | 0.36% | 0.39% | Q1 2022 | Q3 2022 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Treybourne Wealth Planners, Inc. | 3 | 3 | 1.48% | 1.52% | 1.60% | Q4 2020 | Q2 2021 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 3 | 0.15% | 1.02% | 1.64% | Q3 2020 | Q1 2021 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
G&S Capital LLC | 3 | 3 | 0.52% | 0.65% | 0.86% | Q1 2020 | Q3 2020 | 3 |
Howard Capital Management Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Hoese & Co LLP | 3 | 3 | 0.57% | 0.62% | 0.68% | Q2 2023 | Q4 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.79% | 0.81% | 0.82% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Family Advisors, LLC | 3 | 3 | 2.17% | 3.18% | 4.00% | Q1 2020 | Q3 2020 | 3 |
Hutchens & Kramer Investment Management Group, LLC | 3 | 3 | 0.23% | 0.24% | 0.27% | Q1 2023 | Q3 2023 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 3.28% | 5.62% | Q1 2010 | Q3 2023 | 3 |
DEUTSCHE BANK AG\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q1 2022 | 3 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2018 | 3 |
FRANKLIN RESOURCES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q4 2017 | 3 |
CERTUITY, LLC | 2 | 1 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q3 2021 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 1.12% | 1.20% | 1.28% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SimpliFi, Inc. | 2 | 2 | 2.09% | 2.11% | 2.13% | Q4 2020 | Q1 2021 | 2 |
Family Investment Center, Inc. | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Sand Hill Global Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.02% | 0.05% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Provident Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Placemark Investments, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.11% | 0.12% | 0.13% | Q1 2016 | Q4 2019 | 2 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2020 | Q3 2020 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Farmers National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
AdvisorShares Investments LLC | 2 | 2 | 11.35% | 13.35% | 15.34% | Q1 2020 | Q2 2020 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Atria Investments, Inc | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q3 2020 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Addison Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q4 2013 | 2 |
Blue Sky Asset Management, LLC | 2 | 2 | 0.35% | 0.64% | 0.92% | Q4 2019 | Q1 2020 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
XML SECURITIES, LLC | 2 | 2 | 0.27% | 0.28% | 0.28% | Q4 2017 | Q1 2018 | 2 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2 | 2 | 0.00% | 0.25% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Octavia Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2020 | 2 |
Kaydan Wealth Management, Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q2 2023 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
UBS ASSET MANAGEMENT AMERICAS INC | 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 2020 | Q3 2022 | 2 |
B, B, H, & B INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2015 | Q4 2015 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Virtu Financial LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 3.24% | 3.24% | 3.24% | Q4 2022 | Q4 2022 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 2.55% | 2.55% | 2.55% | Q2 2020 | Q2 2020 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2016 | Q1 2016 | 1 |
F3Logic, LLC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q3 2020 | Q3 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
EA Series Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Brookstone Capital Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2015 | Q2 2015 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Bouchey Financial Group Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Elevation Capital Advisory, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
CPR Investments Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Dorsey Wright & Associates | 1 | 1 | 7.47% | 7.47% | 7.47% | Q2 2020 | Q2 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
J. L. Bainbridge & Co., Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MAI Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Retireful, LLC | 1 | 1 | 14.93% | 14.93% | 14.93% | Q1 2022 | Q1 2022 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
StoneX Group Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Trilogy Capital Inc. | 1 | 1 | 1.53% | 1.53% | 1.53% | Q3 2020 | Q3 2020 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
TOEWS CORP /ADV | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2010 | Q4 2010 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
AXS Investments LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q3 2021 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Gray Wealth Management Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Investors Research Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Trexquant Investment LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2023 | Q1 2023 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.