Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cetera Advisor Networks LLC | 43 | 43 | 0.00% | 0.02% | 0.05% | Q1 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Crestwood Advisors Group, LLC | 42 | 42 | 0.08% | 0.99% | 3.85% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Opus Capital Group, LLC | 42 | 42 | 0.03% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 33 | 8 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.04% | 0.18% | Q4 2013 | Q3 2023 | 40 |
CITIGROUP INC | 29 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 40 |
Cetera Advisors LLC | 20 | 19 | 0.01% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 39 |
Bartlett & Co. LLC | 22 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
West Coast Financial LLC | 36 | 36 | 0.16% | 0.68% | 1.35% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 18 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 36 |
Asset Management Group, Inc. | 36 | 36 | 0.09% | 0.11% | 0.14% | Q4 2014 | Q3 2023 | 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 35 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 13 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2023 | 34 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 31 |
CWM, LLC | 21 | 8 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q3 2023 | 29 |
US BANCORP \DE\ | 13 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
WEALTHSOURCE PARTNERS, LLC | 29 | 29 | 0.03% | 0.06% | 0.10% | Q3 2016 | Q3 2023 | 29 |
Focused Wealth Management, Inc | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2020 | 29 |
BlackRock Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 29 |
Liberty Capital Management, Inc. | 17 | 12 | 0.21% | 0.24% | 0.31% | Q2 2016 | Q3 2023 | 29 |
HighTower Advisors, LLC | 12 | 7 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.04% | 0.87% | 5.36% | Q4 2016 | Q3 2023 | 28 |
Cetera Investment Advisers | 28 | 28 | 0.02% | 0.08% | 0.38% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.03% | 0.10% | 0.22% | Q4 2014 | Q3 2021 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.07% | 0.12% | 0.18% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Cornerstone Wealth Management, LLC | 25 | 1 | 0.02% | 0.62% | 1.86% | Q3 2016 | Q2 2023 | 26 |
Dana Investment Advisors, Inc. | 26 | 26 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.04% | 0.11% | Q2 2017 | Q3 2023 | 26 |
AXA S.A. | 26 | 26 | 0.05% | 0.12% | 0.16% | Q2 2013 | Q3 2019 | 26 |
IHT Wealth Management, LLC | 26 | 26 | 0.01% | 0.09% | 0.22% | Q2 2017 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q4 2021 | 26 |
Tower Research Capital LLC (TRC) | 25 | 1 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q3 2023 | 26 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2020 | 26 |
FMR LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Sigma Planning Corp | 13 | 12 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2022 | 25 |
GOLDMAN SACHS GROUP INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 25 |
LANDAAS & CO /WI /ADV | 25 | 25 | 0.16% | 0.29% | 0.35% | Q3 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
Citadel Advisors | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 25 |
Gemmer Asset Management LLC | 24 | 24 | 0.01% | 0.04% | 0.09% | Q1 2014 | Q4 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 15 | 9 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.13% | 0.18% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2022 | 23 |
Brand Asset Management Group, Inc. | 22 | 22 | 1.61% | 2.19% | 2.94% | Q2 2018 | Q3 2023 | 22 |
Voya Financial Advisors, Inc. | 22 | 22 | 0.04% | 0.09% | 0.49% | Q1 2015 | Q2 2020 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 21 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Strategic Blueprint, LLC | 20 | 20 | 0.04% | 0.14% | 0.44% | Q4 2018 | Q3 2023 | 20 |
ROCKLAND TRUST CO | 20 | 20 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.06% | 0.12% | 0.41% | Q4 2018 | Q3 2023 | 20 |
GenWealth Group, Inc. | 20 | 20 | 0.06% | 0.20% | 0.29% | Q2 2017 | Q1 2022 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
FIFTH THIRD BANCORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
MUFG Americas Holdings Corp | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2022 | 19 |
TSFG, LLC | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Windham Capital Management, LLC | 14 | 4 | 0.04% | 0.07% | 0.14% | Q1 2019 | Q3 2023 | 18 |
PFG Advisors | 15 | 3 | 0.03% | 0.13% | 0.34% | Q4 2017 | Q3 2023 | 18 |
Mathes Company, Inc. | 18 | 18 | 0.29% | 0.65% | 1.13% | Q4 2013 | Q1 2018 | 18 |
SCOTIA CAPITAL INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Exchange Capital Management, Inc. | 10 | 8 | 0.01% | 0.22% | 1.46% | Q2 2013 | Q3 2018 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2017 | 18 |
Baird Financial Group, Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Richard P Slaughter Associates Inc | 17 | 17 | 0.10% | 0.13% | 0.15% | Q4 2019 | Q4 2023 | 17 |
COMERICA SECURITIES INC | 17 | 17 | 0.04% | 0.06% | 0.11% | Q4 2014 | Q4 2018 | 17 |
BANK OF MONTREAL /CAN/ | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 17 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
WHITTIER TRUST CO OF NEVADA INC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.48% | 0.85% | 1.35% | Q4 2019 | Q3 2023 | 16 |
First Allied Advisory Services, Inc. | 15 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2019 | 16 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Benchmark Wealth Management, LLC | 16 | 16 | 2.66% | 3.82% | 5.39% | Q4 2019 | Q3 2023 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.07% | 0.26% | Q2 2013 | Q4 2016 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Ancora Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.31% | 0.38% | 0.48% | Q1 2018 | Q2 2023 | 15 |
Archer Investment Corp | 9 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Covington Capital Management | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.07% | 0.11% | 0.15% | Q1 2019 | Q2 2022 | 14 |
Chicago Partners Investment Group LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Strategic Wealth Partners Group, LLC | 9 | 1 | 0.11% | 0.19% | 0.61% | Q4 2016 | Q3 2023 | 14 |
Windsor Wealth Management, Inc. | 13 | 13 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.12% | 0.17% | 0.27% | Q4 2019 | Q3 2023 | 13 |
American Portfolios Advisors | 10 | 3 | 0.00% | 0.00% | 0.04% | Q4 2017 | Q3 2022 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.20% | 0.30% | 0.43% | Q2 2013 | Q2 2016 | 13 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.01% | 0.04% | 0.07% | Q3 2017 | Q1 2021 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 12 |
NATIONAL PLANNING CORP | 6 | 1 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q3 2017 | 12 |
STIFEL FINANCIAL CORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 12 |
Ausdal Financial Partners, Inc. | 12 | 12 | 0.08% | 0.10% | 0.12% | Q4 2015 | Q3 2018 | 12 |
Atria Investments, Inc | 11 | 1 | 0.02% | 0.06% | 0.07% | Q2 2017 | Q2 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Cerity Partners LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
TRUIST FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Vigilant Capital Management, LLC | 11 | 11 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2023 | 11 |
ASSETMARK, INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 11 | 11 | 0.01% | 0.08% | 0.10% | Q1 2014 | Q3 2016 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 11 |
Merit Financial Group, LLC | 11 | 11 | 0.01% | 0.08% | 0.15% | Q1 2021 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Stratos Wealth Partners, LTD. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2019 | 10 |
BOENNING & SCATTERGOOD, INC. | 10 | 10 | 0.05% | 0.09% | 0.11% | Q3 2020 | Q4 2022 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 10 |
TAP Consulting, LLC | 8 | 1 | 0.05% | 0.15% | 0.33% | Q1 2019 | Q4 2021 | 10 |
FinTrust Capital Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Advisory Services Network, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 10 |
PARK AVENUE SECURITIES LLC | 9 | 1 | 0.01% | 0.01% | 0.08% | Q4 2014 | Q4 2022 | 10 |
Qube Research & Technologies Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Aurora Private Wealth, Inc. | 6 | 2 | 0.07% | 0.12% | 0.24% | Q4 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Private Ocean, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2020 | 10 |
Avion Wealth | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 9 |
BANK OF THE WEST | 9 | 9 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2018 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Ameritas Investment Company, LLC | 9 | 9 | 0.00% | 0.04% | 0.09% | Q3 2019 | Q3 2021 | 9 |
Intrua Financial, LLC | 7 | 2 | 0.04% | 0.05% | 0.09% | Q4 2020 | Q1 2023 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 9 |
Dentgroup LLC | 9 | 9 | 0.68% | 0.82% | 0.98% | Q4 2021 | Q4 2023 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2016 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.19% | 0.23% | 0.28% | Q3 2021 | Q3 2023 | 9 |
Asset Dedication, LLC | 5 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Realta Investment Advisors | 4 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.06% | 0.09% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 8 |
First Bank & Trust | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Red Tortoise LLC | 4 | 4 | 0.26% | 0.30% | 0.34% | Q3 2021 | Q3 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
First Capital Advisors Group, LLC. | 8 | 8 | 0.25% | 1.50% | 3.25% | Q1 2017 | Q4 2018 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Fiera Capital Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Bison Wealth, LLC | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q3 2021 | 8 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
City State Bank | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
WHITTIER TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Regal Investment Advisors LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2015 | 8 |
FDx Advisors, Inc. | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q2 2016 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Intelligence Driven Advisers, LLC | 7 | 7 | 0.78% | 2.25% | 3.65% | Q4 2018 | Q2 2020 | 7 |
BESSEMER GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2018 | 7 |
Core Wealth Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SUNTRUST BANKS INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2017 | 7 |
TIEDEMANN ADVISORS, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q3 2019 | 7 |
PRIVATE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.07% | 0.12% | 0.18% | Q2 2020 | Q4 2021 | 7 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 7 |
Clearwater Capital Advisors, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q4 2016 | Q2 2018 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.37% | 0.42% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Truehand, Inc | 7 | 7 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q4 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2020 | 7 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
IFG Advisory, LLC | 6 | 6 | 0.04% | 0.15% | 0.18% | Q3 2019 | Q4 2020 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2016 | 6 |
Cordasco Financial Network | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2015 | 6 |
Cadent Capital Advisors, LLC | 6 | 6 | 0.20% | 0.22% | 0.25% | Q4 2020 | Q1 2022 | 6 |
Burt Wealth Advisors | 6 | 6 | 0.02% | 0.05% | 0.07% | Q1 2017 | Q2 2018 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.24% | 0.28% | 0.30% | Q4 2020 | Q1 2022 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Capital Investment Advisory Services, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Winslow, Evans & Crocker, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
CENTAURUS FINANCIAL, INC. | 4 | 2 | 0.01% | 0.06% | 0.10% | Q4 2017 | Q2 2019 | 6 |
TCI Wealth Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Wealthquest Corp | 6 | 6 | 0.04% | 0.40% | 1.88% | Q2 2022 | Q3 2023 | 6 |
Mutual Advisors, LLC | 6 | 6 | 0.03% | 0.07% | 0.19% | Q3 2019 | Q4 2020 | 6 |
WFG Advisors, LP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Threshold Group LLC | 6 | 6 | 0.80% | 0.86% | 0.93% | Q2 2016 | Q3 2017 | 6 |
Lutz Financial Services LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2023 | 5 |
Perigon Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
WealthShield Partners, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Capital Analysts, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.24% | 0.28% | 0.30% | Q2 2013 | Q2 2014 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 5 |
Mariner, LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q1 2023 | 5 |
HoyleCohen, LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 5 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q1 2016 | 4 |
Plante Moran Financial Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 1.00% | 1.08% | 1.14% | Q4 2022 | Q3 2023 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Moisand Fitzgerald Tamayo, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 4 |
Brookstone Capital Management | 4 | 4 | 0.00% | 0.05% | 0.17% | Q4 2014 | Q3 2015 | 4 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2018 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q4 2018 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 4 |
Greenwich Wealth Management LLC | 4 | 4 | 1.06% | 1.42% | 1.85% | Q1 2016 | Q4 2016 | 4 |
ASPIRIANT, LLC | 4 | 4 | 0.05% | 0.17% | 0.29% | Q1 2014 | Q4 2014 | 4 |
Surevest, LLC | 4 | 4 | 0.09% | 1.24% | 1.67% | Q4 2021 | Q3 2022 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.02% | 0.07% | 0.10% | Q1 2021 | Q4 2021 | 4 |
HAZLETT, BURT & WATSON, INC. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 4 | 0.32% | 0.36% | 0.40% | Q4 2014 | Q3 2015 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.17% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Financial Advocates Investment Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q3 2019 | 3 |
JNBA Financial Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Asset Allocation Strategies LLC | 2 | 1 | 0.14% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Merriman Wealth Management, LLC | 3 | 3 | 3.08% | 5.27% | 9.06% | Q2 2013 | Q4 2013 | 3 |
COMERICA SECURITIES,INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Vantage Financial Partners, LLC | 3 | 3 | 0.14% | 0.38% | 0.78% | Q1 2023 | Q3 2023 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
VitalStone Financial, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
HOWE & RUSLING INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
M&T BANK CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 3 |
AdvisorNet Financial, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.09% | 0.27% | Q3 2017 | Q4 2018 | 3 |
Klingman & Associates, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Elk River Wealth Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q2 2021 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.67% | 0.96% | 1.20% | Q2 2020 | Q4 2020 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
Westside Investment Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LVZ, Inc. | 2 | 2 | 0.17% | 0.18% | 0.18% | Q1 2015 | Q2 2015 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Kaydan Wealth Management, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Winchester Group Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q3 2013 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Atlas Private Wealth Management, LLC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q1 2020 | 2 |
Transamerica Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.12% | 0.24% | Q1 2015 | Q2 2015 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2019 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.06% | 0.08% | 0.11% | Q1 2022 | Q2 2023 | 2 |
GeoWealth Management, LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.38% | 0.43% | 0.47% | Q3 2017 | Q4 2017 | 2 |
Bridgeworth, LLC | 1 | 1 | 0.03% | 0.17% | 0.32% | Q3 2017 | Q2 2018 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.03% | 0.06% | 0.10% | Q3 2017 | Q4 2017 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Diversified Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Quantitative Strategies, Inc. | 2 | 2 | 1.38% | 1.53% | 1.68% | Q2 2023 | Q3 2023 | 2 |
Avalon Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Strategic Capital Alternatives LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q2 2015 | 2 |
Kovack Advisors, Inc. | 1 | 1 | 0.02% | 1.11% | 2.20% | Q1 2015 | Q4 2021 | 2 |
PACIFIC FINANCIAL GROUP INC | 2 | 2 | 0.01% | 3.15% | 6.30% | Q2 2013 | Q3 2013 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DOHJ, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2013 | Q2 2013 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
SOA Wealth Advisors, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Wealth & Pension Services Group, Inc. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2018 | Q3 2018 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
LAKE STREET PRIVATE WEALTH, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
TFB Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cubic Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2019 | Q4 2019 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.