ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
HSBC HOLDINGS PLC 47470.00%0.00%0.01%Q1 2012Q3 202348
MORGAN STANLEY 42420.00%0.01%0.03%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.02%0.03%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.26%0.35%0.41%Q2 2013Q3 202342
SOL Capital Management CO 42420.56%1.46%2.04%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.02%0.02%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.02%0.08%0.12%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.06%0.16%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42420.24%0.30%0.38%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.02%0.04%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.03%0.07%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.08%0.23%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.03%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.02%0.08%0.23%Q2 2013Q3 202342
Sandy Spring Bank 42420.11%0.16%0.20%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.04%0.09%0.13%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42421.03%1.76%2.53%Q2 2013Q3 202342
Creative Planning 3380.00%0.00%0.00%Q2 2013Q3 202341
US BANCORP \DE\ 25160.00%0.00%0.00%Q2 2013Q3 202341
Rathbones Group PLC 3920.04%0.10%0.15%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.02%Q2 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 21190.00%0.19%0.65%Q2 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.11%0.21%0.30%Q4 2013Q3 202340
Arete Wealth Advisors, LLC 3090.11%0.29%0.49%Q4 2013Q3 202339
EVERETT HARRIS & CO /CA/ 3810.01%0.01%0.01%Q4 2013Q3 202339
CENTRAL TRUST Co 21180.00%0.00%0.00%Q2 2013Q3 202339
HighTower Advisors, LLC 38380.00%0.01%0.03%Q2 2014Q3 202338
PNC FINANCIAL SERVICES GROUP, INC. 3710.00%0.00%0.00%Q4 2013Q3 202338
Carnegie Capital Asset Management, LLC 37370.05%0.07%0.12%Q3 2014Q3 202337
Janney Montgomery Scott LLC 3070.00%0.10%0.30%Q2 2014Q3 202337
B. Riley Wealth Advisors, Inc. 21150.02%0.11%0.23%Q4 2013Q3 202336
UBS Group AG 36360.01%0.01%0.02%Q4 2014Q3 202336
Patten Group, Inc. 36360.16%0.33%0.58%Q4 2014Q3 202336
Raymond James Financial Services Advisors, Inc. 3410.02%0.03%0.07%Q2 2013Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.00%0.00%0.00%Q2 2013Q4 202135
Dakota Wealth Management 35350.02%0.13%0.26%Q1 2015Q3 202335
Advisory Services Network, LLC 2780.00%0.03%0.13%Q4 2014Q3 202335
Carroll Financial Associates, Inc. 35350.00%0.04%0.13%Q2 2013Q4 202135
Cetera Advisor Networks LLC 1960.01%0.04%0.14%Q3 2014Q3 202334
Citadel Advisors 1010.00%0.00%0.01%Q3 2014Q3 202334
THRIVENT FINANCIAL FOR LUTHERANS 21210.00%0.02%0.05%Q3 2018Q3 202333
Johnson Financial Group, Inc. 2910.00%0.01%0.02%Q4 2013Q2 202332
Brookstone Capital Management 2820.00%0.29%1.41%Q1 2015Q3 202332
CWM, LLC 2480.00%0.13%0.82%Q3 2015Q3 202332
Essex Financial Services, Inc. 1710.04%0.09%0.16%Q2 2013Q3 202332
RAYMOND JAMES & ASSOCIATES 32320.00%0.01%0.03%Q4 2015Q3 202332
JPMORGAN CHASE & CO 32320.00%0.01%0.02%Q4 2015Q3 202332
JANE STREET GROUP, LLC 1210.00%0.01%0.06%Q1 2014Q3 202332
Mandatum Life Insurance Co Ltd 32320.05%0.16%0.37%Q4 2015Q3 202332
Private Wealth Advisors, Inc. 31310.13%0.18%0.36%Q2 2013Q4 202031
GOLDMAN SACHS GROUP INC 2310.00%0.01%0.02%Q3 2012Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.00%0.01%0.02%Q2 2016Q4 202331
Geneos Wealth Management Inc. 31310.02%0.03%0.08%Q1 2016Q3 202331
Clearwater Capital Advisors, LLC 30300.08%0.16%0.29%Q2 2016Q3 202330
IFP Advisors, Inc 1420.00%0.02%0.09%Q4 2015Q3 202330
QUANTUM CAPITAL MANAGEMENT 30300.09%0.28%1.03%Q2 2013Q3 202030
JUNCTURE WEALTH STRATEGIES, LLC 30300.10%0.83%1.82%Q1 2015Q2 202230
STIFEL FINANCIAL CORP 30300.00%0.01%0.02%Q2 2016Q3 202330
Stratos Wealth Partners, LTD. 29290.01%0.03%0.06%Q3 2016Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.00%0.01%Q3 2013Q3 202329
FIL Ltd 29290.00%0.00%0.01%Q3 2016Q3 202329
WHITTIER TRUST CO 29290.00%0.01%0.01%Q3 2015Q3 202229
SG Americas Securities, LLC 1810.00%0.07%0.17%Q2 2013Q3 202329
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2510.00%0.00%0.01%Q1 2014Q3 202328
SALEM INVESTMENT COUNSELORS INC 1840.02%0.03%0.04%Q3 2014Q3 202328
HUNTINGTON NATIONAL BANK 1910.00%0.00%0.00%Q2 2009Q1 202328
ASSETMARK, INC 28280.00%0.34%1.32%Q4 2016Q3 202328
Private Advisor Group, LLC 2710.01%0.03%0.06%Q3 2014Q3 202328
CIBC WORLD MARKET INC. 28280.00%0.01%0.01%Q4 2016Q3 202328
J.P. Morgan Private Wealth Advisors LLC 1320.00%0.00%0.02%Q4 2015Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.05%0.16%Q2 2013Q4 201927
Parallel Advisors, LLC 27270.00%0.83%1.88%Q1 2017Q3 202327
SCHRODER INVESTMENT MANAGEMENT GROUP 1730.00%0.00%0.01%Q3 2013Q3 202327
GREENLEAF TRUST 26260.03%0.04%0.11%Q2 2017Q3 202326
SUMMIT FINANCIAL GROUP, INC. 26260.13%0.31%0.60%Q2 2017Q3 202326
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.00%Q2 2013Q3 202326
TRUE Private Wealth Advisors 26260.04%0.35%0.92%Q4 2015Q1 202226
BESSEMER GROUP INC 2310.00%0.00%0.04%Q1 2015Q3 202326
CREDIT SUISSE AG/ 2420.00%0.04%0.11%Q1 2014Q3 202326
Kalos Management, Inc. 1130.03%0.55%1.16%Q4 2015Q2 202326
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1310.00%0.03%0.16%Q3 2014Q3 202326
MML INVESTORS SERVICES, LLC 25250.01%0.22%0.43%Q3 2017Q3 202325
NEXT Financial Group, Inc 1310.02%0.05%0.18%Q3 2014Q4 202125
Summit X, LLC 1870.06%0.80%3.26%Q2 2017Q3 202325
Sigma Planning Corp 25250.02%0.05%0.09%Q3 2017Q3 202325
FMR LLC 2410.00%0.00%0.00%Q2 2017Q3 202325
Advisors Preferred, LLC 810.00%0.04%0.16%Q4 2013Q3 202324
First Allied Advisory Services, Inc. 1590.01%0.09%0.26%Q2 2013Q3 202024
Northeast Financial Consultants Inc 1950.04%0.06%0.08%Q2 2017Q3 202324
Cambria Investment Management, L.P. 1010.28%1.14%2.34%Q4 2014Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.07%0.12%Q4 2017Q3 202324
Front Row Advisors LLC 24240.42%0.51%0.57%Q4 2017Q3 202324
Traynor Capital Management, Inc. 24240.06%0.24%0.71%Q4 2014Q3 202024
KCS Wealth Advisory 24240.16%0.53%1.07%Q4 2017Q3 202324
Meridian Wealth Management, LLC 24240.09%0.17%0.27%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
Cetera Advisors LLC 2130.01%0.04%0.06%Q2 2014Q3 202324
Slow Capital, Inc. 24240.85%1.21%1.68%Q4 2017Q3 202324
Financial Architects, Inc 1910.01%0.16%0.26%Q2 2013Q2 202324
CREATIVE FINANCIAL DESIGNS INC /ADV 13100.00%0.01%0.02%Q4 2016Q3 202323
First Horizon Advisors, Inc. 1760.00%0.04%0.16%Q4 2017Q3 202323
NORTHERN CAPITAL MANAGEMENT LLC 23230.11%0.20%0.26%Q2 2013Q4 201823
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.01%Q1 2018Q3 202323
WealthTrust Axiom LLC 1930.07%0.12%0.16%Q1 2018Q3 202322
MUFG Americas Holdings Corp 12100.00%0.00%0.00%Q4 2010Q3 202222
FCA CORP /TX 21210.72%1.13%1.59%Q3 2018Q3 202321
Mirae Asset Global Investments Co., Ltd. 1210.00%0.15%1.44%Q1 2009Q4 202121
Baird Financial Group, Inc. 21210.00%0.01%0.01%Q3 2018Q3 202321
IHT Wealth Management, LLC 21210.02%0.06%0.14%Q3 2018Q3 202321
Day & Ennis, LLC 21210.41%1.36%2.25%Q3 2018Q3 202321
Integrated Wealth Concepts LLC 21210.09%0.23%0.41%Q3 2018Q3 202321
Sharkey, Howes & Javer 21210.34%1.96%3.96%Q3 2018Q3 202321
East Coast Asset Management, LLC. 21210.14%0.32%0.40%Q4 2012Q4 201721
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.17%0.39%Q3 2018Q3 202321
RAYMOND JAMES TRUST N.A. 21210.02%0.03%0.04%Q3 2018Q3 202321
NewEdge Advisors, LLC 21210.00%0.22%0.40%Q3 2018Q3 202321
Windsor Capital Management, LLC 1910.06%0.11%0.13%Q3 2015Q3 202321
FinTrust Capital Advisors, LLC 20200.00%0.08%0.16%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1820.00%0.06%0.15%Q2 2018Q3 202320
Ellis Investment Partners, LLC 20200.13%0.19%0.25%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.01%0.08%0.15%Q4 2018Q3 202320
Dougherty Wealth Advisers LLC 20200.01%0.02%0.04%Q4 2018Q3 202320
Global Retirement Partners, LLC 1370.01%0.02%0.04%Q3 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.04%0.10%0.15%Q4 2018Q3 202320
Tower Research Capital LLC (TRC) 1710.00%0.00%0.04%Q1 2015Q3 202320
MAI Capital Management 1550.01%0.02%0.03%Q4 2014Q3 202320
Cedar Brook Financial Partners, LLC 20200.23%0.91%1.18%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.01%0.04%Q4 2018Q3 202320
MA Private Wealth 20200.37%3.41%7.39%Q4 2018Q3 202320
Bernardo Wealth Planning LLC 20201.08%1.86%2.85%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.09%0.15%0.27%Q4 2014Q3 201920
Keystone Financial Group 1820.28%0.46%0.71%Q3 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
Perigon Wealth Management, LLC 1010.02%0.31%0.62%Q4 2013Q4 202020
Jaffetilchin Investment Partners, LLC 1460.04%0.06%0.09%Q3 2018Q3 202320
Snowden Capital Advisors LLC 1280.04%0.17%0.42%Q3 2018Q3 202320
BROOKS, MOORE & ASSOCIATES, INC. 20200.32%0.39%0.49%Q4 2018Q3 202320
Bay Harbor Wealth Management, LLC 20200.01%0.52%1.23%Q4 2018Q3 202320
Voya Financial Advisors, Inc. 1910.01%0.02%0.04%Q4 2015Q1 202120
WealthShield Partners, LLC 20200.04%0.42%0.84%Q4 2018Q3 202320
Beaumont Financial Partners, LLC 710.02%0.27%1.59%Q2 2013Q1 202220
BARCLAYS PLC 19190.00%0.00%0.00%Q3 2017Q1 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Lenox Wealth Management, Inc. 19190.01%0.02%0.04%Q4 2015Q2 202019
PFG Advisors 1450.02%0.12%0.22%Q3 2018Q3 202319
Western Wealth Management, LLC 1180.08%0.22%0.39%Q4 2018Q3 202319
Icon Wealth Partners, LLC 1630.08%1.19%2.34%Q3 2018Q3 202319
TSFG, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
Private Capital Group, LLC 19190.00%0.14%0.23%Q4 2017Q2 202219
Cypress Wealth Services, LLC 19190.17%0.68%1.29%Q1 2019Q3 202319
Newfound Research LLC 19190.70%5.26%17.62%Q4 2015Q2 202019
James Hambro & Partners 1720.05%0.08%0.20%Q4 2018Q3 202319
Brinker Capital Investments, LLC 920.00%0.08%0.18%Q2 2013Q1 202219
Cetera Investment Advisers 1610.03%0.12%0.29%Q3 2018Q3 202319
Venturi Wealth Management, LLC 1630.00%0.11%0.21%Q2 2018Q3 202319
High Falls Advisors, Inc 19190.08%1.03%3.47%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.08%0.09%0.14%Q1 2019Q3 202319
WEALTHSOURCE PARTNERS, LLC 1810.11%1.07%2.25%Q4 2016Q3 202319
Commonwealth Equity Services, Inc 18180.02%0.03%0.04%Q2 2013Q3 201718
LIBERTY WEALTH MANAGEMENT LLC 1620.05%0.72%1.52%Q4 2018Q2 202318
Crossvault Capital Management LLC 1710.10%0.20%0.28%Q1 2015Q3 201918
Kovack Advisors, Inc. 18180.08%0.16%0.21%Q2 2019Q3 202318
AE Wealth Management LLC 18180.01%0.04%0.09%Q2 2019Q3 202318
OmniStar Financial Group, Inc. 18180.40%2.11%3.78%Q3 2018Q4 202218
Patriot Financial Group Insurance Agency, LLC 1260.00%0.02%0.06%Q4 2016Q2 202218
Montecito Bank & Trust 18180.09%0.43%0.64%Q3 2019Q4 202318
NATIONAL PLANNING CORP 18180.08%0.13%0.21%Q2 2013Q3 201718
Maryland Capital Management 1530.06%0.13%0.16%Q3 2017Q1 202218
Sound Income Strategies, LLC 1530.00%0.00%0.01%Q4 2017Q3 202218
TD Capital Management LLC 18180.00%0.00%0.01%Q1 2017Q2 202118
SP Asset Management 18180.26%0.32%0.37%Q2 2018Q3 202218
Portfolio Strategies, Inc. 1620.00%2.02%7.82%Q4 2017Q3 202318
CAPTRUST FINANCIAL ADVISORS 1430.00%0.00%0.01%Q1 2019Q3 202317
WRAPMANAGER INC 17170.08%0.53%1.47%Q4 2015Q4 201917
BUCKINGHAM STRATEGIC WEALTH, LLC 1610.01%0.02%0.04%Q1 2019Q3 202317
Aptus Capital Advisors, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
Financial Gravity Asset Management, Inc. 1250.00%0.04%0.14%Q1 2019Q3 202317
PRUDENTIAL FINANCIAL INC 17170.00%0.00%0.01%Q3 2018Q3 202217
MARINO, STRAM & ASSOCIATES LLC 930.00%0.18%0.30%Q3 2018Q3 202317
Physician Wealth Advisors, Inc. 17170.08%0.19%0.86%Q3 2019Q3 202317
FIRST MANHATTAN CO. LLC. 17170.00%0.00%0.00%Q2 2019Q2 202317
EP Wealth Advisors, LLC 1340.00%0.01%0.03%Q2 2019Q3 202317
Hilltop Holdings Inc. 17170.08%0.09%0.10%Q3 2019Q3 202317
RFG Advisory, LLC 17170.01%0.28%0.70%Q3 2018Q3 202217
Investors Research Corp 17170.00%0.00%0.00%Q2 2019Q2 202317
Allworth Financial LP 1250.00%0.00%0.00%Q1 2019Q3 202317
Concorde Asset Management, LLC 17170.35%1.08%1.75%Q3 2018Q3 202217
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.00%0.00%0.01%Q4 2019Q3 202316
EXCALIBUR MANAGEMENT CORP 16160.15%0.16%0.20%Q4 2019Q3 202316
Chevy Chase Trust Holdings, LLC 610.00%0.00%0.00%Q2 2014Q4 202216
Freedom Investment Management, Inc. 16160.05%0.08%0.13%Q1 2019Q4 202216
Marotta Asset Management 1330.48%0.69%0.94%Q4 2019Q4 202316
Avidian Wealth Solutions, LLC 1420.04%0.07%0.12%Q3 2019Q3 202316
Renaissance Technologies 410.00%0.00%0.00%Q4 2017Q3 202316
Financial Advocates Investment Management 1410.02%0.08%0.17%Q3 2018Q2 202316
Stonebridge Financial Planning Group, LLC 16160.40%0.75%1.00%Q4 2019Q3 202316
Mount Yale Investment Advisors, LLC 16160.04%0.11%0.19%Q4 2019Q3 202316
Trek Financial, LLC 16160.03%0.29%1.11%Q4 2018Q3 202216
M&T BANK CORP 1510.00%0.05%0.06%Q1 2014Q3 202316
Advanced Asset Management Advisors Inc 16160.00%0.00%0.00%Q4 2019Q3 202316
Kovitz Investment Group Partners, LLC 1330.00%0.01%0.02%Q1 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.04%0.08%Q4 2019Q3 202316
PATTON ALBERTSON MILLER GROUP, LLC 1510.07%0.32%1.16%Q4 2018Q3 202316
Jacobi Capital Management LLC 16160.00%0.01%0.01%Q4 2017Q3 202116
Cornerstone Wealth Management, LLC 16160.00%0.12%0.33%Q2 2018Q1 202216
Archer Investment Corp 16160.01%0.02%0.04%Q4 2019Q3 202316
Pettinga Financial Advisors LLC 15150.11%1.25%2.77%Q1 2019Q3 202215
Wealthcare Advisory Partners LLC 810.01%0.02%0.05%Q2 2018Q3 202315
Robertson Stephens Wealth Management, LLC 15150.10%0.28%0.52%Q1 2020Q3 202315
OPPENHEIMER & CO INC 1410.01%0.01%0.03%Q4 2019Q3 202315
Clearstead Advisors, LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
SteelPeak Wealth, LLC 15150.01%0.35%1.04%Q4 2019Q2 202315
STRATEGY ASSET MANAGERS LLC 1050.09%0.16%0.24%Q4 2019Q3 202315
Gladstone Institutional Advisory LLC 15150.06%0.11%0.16%Q1 2020Q3 202315
Baystate Wealth Management LLC 15150.00%0.01%0.03%Q1 2020Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.00%0.00%Q1 2020Q3 202315
GREAT VALLEY ADVISOR GROUP, INC. 1410.01%0.03%0.08%Q4 2018Q3 202315
Advisor Group, Inc. 15150.03%0.17%0.45%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.02%0.14%0.26%Q1 2020Q3 202315
Atria Investments, Inc 960.03%0.24%0.65%Q3 2018Q2 202215
Outlook Wealth Advisors, LLC 15150.41%1.88%2.49%Q1 2019Q3 202215
Avantax Planning Partners, Inc. 910.01%0.01%0.02%Q1 2018Q3 202315
Eldridge Investment Advisors, Inc. 15150.31%0.46%0.62%Q1 2020Q3 202315
Ironwood Financial, llc 15150.03%0.26%0.60%Q1 2020Q3 202315
Baldwin Investment Management, LLC 15150.03%0.09%0.12%Q2 2018Q4 202115
SHEETS SMITH WEALTH MANAGEMENT 15150.19%0.31%0.57%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.03%0.09%Q2 2013Q4 201615
Retirement Group, LLC 1410.03%0.05%0.10%Q4 2019Q3 202315
ADIRONDACK TRUST CO 14140.01%0.02%0.04%Q4 2016Q1 202014
Valeo Financial Advisors, LLC 14140.00%0.01%0.03%Q4 2017Q1 202114
Bank of New York Mellon Corp 14140.00%0.00%0.01%Q2 2019Q3 202214
AdvisorNet Financial, Inc 910.00%0.01%0.02%Q3 2018Q3 202314
Private Portfolio Partners LLC 14140.11%0.28%0.50%Q4 2018Q1 202214
CENTAURUS FINANCIAL, INC. 710.01%0.02%0.11%Q1 2018Q2 202314
Plante Moran Financial Advisors, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
Orion Portfolio Solutions, LLC 1220.00%0.02%0.07%Q4 2019Q3 202314
PARK AVENUE SECURITIES LLC 1110.01%1.70%3.84%Q1 2019Q4 202214
Cribstone Capital Management, LLC 14140.05%0.07%0.10%Q2 2016Q3 201914
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 14140.04%0.07%0.11%Q2 2013Q3 201614
JANICZEK WEALTH MANAGEMENT, LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
IFG Advisory, LLC 1220.02%0.05%0.06%Q1 2019Q3 202214
MCIA Inc 1220.08%1.07%3.66%Q4 2019Q3 202314
BENJAMIN F. EDWARDS & COMPANY, INC. 950.00%0.01%0.02%Q4 2018Q3 202214
Stratos Wealth Advisors, LLC 14140.02%0.11%0.21%Q1 2019Q2 202214
Keeley-Teton Advisors, LLC 910.02%0.04%0.05%Q4 2019Q3 202314
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 410.08%0.31%0.73%Q4 2014Q3 202314
Ancora Advisors LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Intelligence Driven Advisers, LLC 13130.08%0.71%2.47%Q3 2020Q3 202313
TRANSCEND CAPITAL ADVISORS, LLC 13130.03%0.08%0.13%Q3 2020Q3 202313
Invst, LLC 13130.13%0.48%0.77%Q3 2019Q3 202213
Founders Financial Alliance, LLC 13130.01%0.04%0.09%Q3 2020Q3 202313
Affiance Financial, LLC 13130.02%0.02%0.03%Q4 2019Q4 202213
StoneX Group Inc. 760.04%0.12%0.32%Q3 2018Q4 202113
MEITAV INVESTMENT HOUSE LTD 13130.01%0.01%0.02%Q3 2020Q3 202313
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 760.01%0.02%0.02%Q2 2013Q4 201813
XPONANCE, INC. 760.60%2.11%8.96%Q4 2013Q1 201713
FIRST FINANCIAL CORP /IN/ 13130.01%0.01%0.01%Q2 2013Q2 201613
PICTET BANK & TRUST Ltd 13130.34%0.38%0.43%Q4 2013Q4 201613
Avior Wealth Management, LLC 1010.00%0.00%0.00%Q4 2019Q2 202313
Kestra Advisory Services, LLC 13130.03%0.08%0.16%Q3 2020Q3 202313
Thomasville National Bank 1030.03%0.03%0.04%Q2 2020Q3 202313
Belpointe Asset Management LLC 13130.01%0.02%0.03%Q1 2020Q1 202313
Hanlon Investment Management, Inc. 13130.02%0.11%0.42%Q1 2019Q1 202213
Key FInancial Inc 1210.04%0.06%0.09%Q1 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.05%0.25%Q3 2020Q3 202313
COMERICA SECURITIES,INC. 13130.12%0.27%0.35%Q1 2019Q1 202213
D.A. DAVIDSON & CO. 1110.00%0.01%0.01%Q2 2017Q3 202312
SYNOVUS FINANCIAL CORP 1020.00%0.00%0.00%Q1 2017Q2 202012
Csenge Advisory Group 1110.01%0.13%0.27%Q3 2018Q1 202212
Tradition Wealth Management, LLC 12120.00%0.06%0.28%Q4 2020Q3 202312
Sowell Financial Services LLC 710.05%0.09%0.11%Q4 2018Q3 202312
Wealthspire Advisors, L.P. 12120.00%0.00%0.01%Q4 2015Q3 201812
Goodwin Investment Advisory 12120.15%2.18%5.16%Q4 2020Q3 202312
One Wealth Advisors, LLC 610.00%0.10%0.28%Q4 2017Q4 202212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.09%0.14%Q4 2018Q3 202112
PAX Financial Group, LLC 12120.13%1.55%2.36%Q4 2019Q3 202212
STEPHENS INC /AR/ 12120.01%0.01%0.01%Q4 2020Q3 202312
BB&T SECURITIES, LLC 840.01%0.01%0.02%Q1 2014Q3 201912
Golden State Wealth Management, LLC 930.00%0.08%0.14%Q1 2019Q1 202212
WADE G W & INC 12120.02%0.03%0.04%Q4 2020Q3 202312
55I, LLC 12120.15%0.87%1.91%Q4 2019Q3 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.01%Q2 2013Q1 201612
J.W. COLE ADVISORS, INC. 840.02%0.04%0.06%Q3 2020Q3 202312
Capital Asset Advisory Services LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
Charter Oak Capital Management, LLC 12120.24%0.42%0.56%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12121.95%2.12%2.38%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Investors Capital Advisory Services 12120.04%0.11%0.34%Q3 2013Q2 201612
Millburn Ridgefield Corp 12120.00%0.00%0.00%Q2 2020Q1 202312
Dynamic Advisor Solutions LLC 810.01%0.04%0.07%Q4 2019Q3 202312
VESTOR CAPITAL, LLC 12120.01%0.01%0.02%Q2 2017Q1 202012
Bellwether Advisors, LLC 12120.92%1.42%2.16%Q4 2020Q3 202312
DEFINED WEALTH MANAGEMENT, LLC 12121.35%1.89%2.36%Q4 2020Q3 202312
Cooper Financial Group 720.08%0.12%0.18%Q4 2018Q1 202212
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q4 2014Q2 202312
Clarius Group, LLC 1110.06%0.09%0.12%Q3 2016Q3 201912
FLC Capital Advisors 12120.07%0.56%0.98%Q1 2020Q4 202212
Oxinas Partners Wealth Management LLC 12120.62%0.79%1.50%Q4 2020Q3 202312
4J Wealth Management LLC 12121.49%2.22%2.57%Q4 2020Q3 202312
Sunflower Bank, N.A. 11110.11%0.25%0.45%Q1 2021Q3 202311
Truvestments Capital LLC 510.04%0.08%0.12%Q3 2018Q3 202311
Fieldpoint Private Securities, LLC 610.02%0.02%0.03%Q3 2018Q1 202211
Meristem Family Wealth, LLC 11110.06%0.09%0.12%Q3 2019Q1 202211
Bogart Wealth, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Fiera Capital Corp 11110.02%0.03%0.03%Q2 2017Q4 201911
Joseph P. Lucia & Associates, LLC 610.00%0.01%0.01%Q1 2019Q1 202211
Stewardship Financial Advisors, LLC 11110.01%0.02%0.02%Q3 2018Q1 202111
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 11110.05%0.13%0.24%Q4 2019Q2 202211
EQ LLC 11111.26%1.84%2.67%Q4 2020Q2 202311
Spire Wealth Management 11110.03%0.07%0.12%Q1 2021Q3 202311
VICUS CAPITAL 11110.04%0.06%0.14%Q1 2019Q3 202111
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 920.02%0.07%0.14%Q4 2020Q3 202311
Compagnie Lombard Odier SCmA 830.00%0.00%0.01%Q1 2015Q1 201811
COMMERZBANK AKTIENGESELLSCHAFT /FI 1010.02%0.13%0.22%Q3 2015Q1 202011
Rollins Financial 830.91%1.13%1.64%Q4 2020Q3 202311
Private Ocean, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Cardinal Strategic Wealth Guidance 11110.68%1.06%1.45%Q1 2021Q3 202311
InterOcean Capital, LLC 11110.32%0.37%0.42%Q3 2017Q1 202011
Lumature Wealth Partners, LLC 11110.08%0.14%0.42%Q4 2020Q2 202311
TRUSTCORE FINANCIAL SERVICES, LLC 11110.01%0.01%0.01%Q2 2020Q4 202211
Clearview Wealth Advisors LLC 11110.01%0.02%0.06%Q4 2020Q2 202311
Narus Financial Partners, LLC 740.39%0.75%1.25%Q4 2016Q3 202311
MGO ONE SEVEN LLC 510.02%0.03%0.05%Q4 2017Q3 202311
MASSMUTUAL TRUST CO FSB/ADV 710.00%0.00%0.01%Q3 2018Q2 202210
Sunbelt Securities, Inc. 730.01%0.06%0.10%Q3 2020Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.04%0.08%0.15%Q4 2020Q3 202310
Onyx Bridge Wealth Group LLC 10100.14%0.21%0.26%Q2 2021Q3 202310
Keebeck Wealth Management, LLC 810.00%0.14%0.32%Q4 2019Q3 202210
Quadrant Private Wealth Management, LLC 730.06%0.11%0.18%Q4 2020Q2 202310
FLOOD GAMBLE ASSOCIATES INC 10102.71%3.10%3.46%Q2 2013Q3 201510
AXA S.A. 10100.00%0.00%0.00%Q1 2014Q2 201610
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.26%0.53%1.57%Q4 2017Q1 202010
Spectrum Management Group, LLC 10100.14%0.66%0.91%Q2 2020Q3 202210
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.07%Q2 2018Q3 202010
Cresset Asset Management, LLC 820.00%0.00%0.02%Q4 2018Q3 202310
Sage Mountain Advisors LLC 10100.00%0.00%0.01%Q1 2021Q2 202310
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 550.04%0.06%0.16%Q2 2020Q3 202310
Sawyer & Company, Inc 10100.02%0.03%0.04%Q4 2017Q1 202010
Baltimore-Washington Financial Advisors, Inc. 10100.03%0.16%0.21%Q4 2013Q1 201610
Tri-Star Advisors Inc. 10100.29%1.51%2.42%Q2 2020Q3 202210
CreativeOne Wealth, LLC 10100.02%0.06%0.30%Q1 2021Q2 202310
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.04%Q1 2021Q3 202310
LifePlan Financial Group, Inc 990.92%1.24%1.68%Q3 2018Q3 20209
SPINNAKER TRUST 630.02%0.02%0.02%Q4 2020Q3 20239
Successful Portfolios LLC 990.16%0.25%0.32%Q1 2020Q1 20229
Destiny Wealth Partners, LLC 990.01%0.03%0.05%Q4 2020Q4 20229
Sargent Bickham Lagudis LLC 990.00%0.00%0.00%Q4 2019Q4 20219
Dentgroup LLC 991.24%1.72%2.34%Q4 2021Q4 20239
Castleview Partners, LLC 810.00%0.01%0.02%Q2 2021Q3 20239
VALLEY NATIONAL ADVISERS INC 990.00%0.00%0.00%Q3 2021Q3 20239
USCA RIA LLC 990.03%0.03%0.04%Q4 2017Q4 20199
Pinnacle Summer Investments, Inc. 810.00%0.00%0.00%Q2 2013Q3 20159
FLOW TRADERS U.S. LLC 410.00%0.09%0.48%Q2 2019Q3 20229
Marks Group Wealth Management, Inc 990.03%0.21%0.33%Q3 2021Q3 20239
Westside Investment Management, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
Crewe Advisors LLC 990.00%0.00%0.00%Q2 2020Q2 20229
MERCER GLOBAL ADVISORS INC /ADV 720.00%0.00%0.00%Q3 2020Q3 20239
NORTHERN TRUST CORP 540.00%0.00%0.00%Q2 2021Q3 20239
Cornerstone Advisory, LLC 990.04%0.06%0.08%Q2 2020Q2 20229
Apollon Wealth Management, LLC 810.00%0.06%0.13%Q2 2020Q3 20239
Mariner, LLC 810.00%0.01%0.01%Q3 2016Q3 20239
Rosenberg Matthew Hamilton 990.10%0.37%0.56%Q3 2021Q3 20239
C M BIDWELL & ASSOCIATES LTD 990.01%0.01%0.01%Q3 2021Q3 20239
AlphaMark Advisors, LLC 990.00%0.02%0.06%Q3 2021Q3 20239
Element Wealth, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
TNF LLC 990.26%0.54%1.13%Q3 2021Q3 20239
ONE Advisory Partners, LLC 990.67%2.75%3.55%Q2 2020Q2 20229
U.S. Capital Wealth Advisors, LLC 990.03%0.05%0.08%Q3 2021Q3 20239
Versant Capital Management, Inc 990.00%0.01%0.02%Q1 2021Q1 20239
HawsGoodwin Investment Management LLC 991.69%2.43%2.77%Q4 2019Q4 20219
JB Capital LLC 530.02%0.69%1.88%Q3 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
SEI INVESTMENTS CO 880.00%0.00%0.00%Q3 2016Q2 20188
Wealth Alliance 880.05%0.28%0.56%Q4 2020Q3 20228
SII INVESTMENTS INC/WI 610.01%0.02%0.03%Q3 2015Q4 20178
TECTONIC ADVISORS LLC 880.02%0.04%0.04%Q1 2021Q4 20228
Pensionmark Financial Group, LLC 710.05%0.12%0.18%Q4 2020Q4 20228
SigFig Wealth Management, LLC 880.03%0.06%0.09%Q2 2020Q1 20228
Lehman & Derafelo Financial Resources LLC 620.00%0.00%0.00%Q2 2020Q3 20228
PRUDENTIAL PLC 610.01%0.02%0.02%Q4 2017Q4 20218
MMBG INVESTMENT ADVISORS CO. 880.06%0.07%0.08%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.02%0.06%Q4 2021Q3 20238
NewSquare Capital LLC 610.00%1.03%1.75%Q2 2013Q3 20228
Rise Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
West Branch Capital LLC 880.00%0.00%0.01%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
TOMPKINS FINANCIAL CORP 880.04%0.07%0.09%Q1 2022Q4 20238
Ten Capital Wealth Advisors, LLC 440.00%0.09%0.20%Q3 2020Q2 20238
Graves Light Lenhart Wealth, Inc. 710.03%0.06%0.07%Q4 2020Q2 20238
Sound View Wealth Advisors Group, LLC 440.03%0.04%0.06%Q3 2021Q3 20238
Foundations Investment Advisors, LLC 880.02%0.08%0.15%Q4 2020Q3 20228
AIRE ADVISORS, LLC 880.15%0.19%0.31%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.00%0.00%0.01%Q4 2021Q3 20238
Koss-Olinger Consulting, LLC 880.03%0.12%0.35%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.10%0.10%0.11%Q4 2021Q3 20238
Virtu KCG Holdings LLC 510.00%0.02%0.07%Q3 2013Q2 20178
BCGM Wealth Management, LLC 710.09%0.15%0.19%Q4 2020Q2 20238
Clear Perspective Advisors, LLC 710.02%0.03%0.04%Q4 2016Q2 20198
Arkadios Wealth Advisors 880.00%0.00%0.01%Q4 2019Q3 20218
Miracle Mile Advisors, LLC 710.02%0.02%0.02%Q3 2021Q3 20238
Byrne Asset Management LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Addison Advisors LLC 880.02%0.09%0.17%Q4 2021Q3 20238
Gradient Investments LLC 510.00%0.00%0.00%Q4 2013Q3 20238
American Financial Network Advisory Services LLC 880.53%0.57%0.66%Q3 2017Q2 20198
Financial Partners Group, Inc 880.05%0.05%0.06%Q4 2021Q3 20238
PROVENCE WEALTH MANAGEMENT GROUP 880.21%0.92%2.19%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.01%0.03%0.07%Q3 2021Q2 20238
MANUFACTURERS LIFE INSURANCE COMPANY, THE 880.00%0.00%0.00%Q4 2016Q3 20188
WEST CHESTER CAPITAL ADVISORS, INC 710.00%0.61%0.95%Q2 2013Q2 20158
Keystone Wealth Services, LLC 880.24%0.42%1.10%Q4 2021Q3 20238
REGIONS FINANCIAL CORP 610.00%0.00%0.00%Q4 2017Q4 20218
PFS Partners, LLC 880.07%0.07%0.08%Q4 2021Q3 20238
OneDigital Investment Advisors LLC 530.01%0.03%0.10%Q2 2019Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.00%0.01%0.02%Q4 2021Q3 20238
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 880.00%0.00%0.00%Q2 2020Q1 20228
GLENMEDE TRUST CO NA 420.00%0.00%0.00%Q1 2017Q3 20238
Regal Investment Advisors LLC 510.05%0.19%0.31%Q2 2020Q2 20227
SWMG, LLC 610.21%1.76%2.50%Q4 2020Q3 20227
Qube Research & Technologies Ltd 610.00%0.00%0.01%Q2 2021Q3 20237
PSI Advisors, LLC 770.00%0.00%0.00%Q3 2021Q1 20237
Strategies Wealth Advisors, LLC 430.10%0.12%0.16%Q4 2021Q3 20237
BANQUE PICTET & CIE SA 520.01%0.02%0.05%Q4 2015Q4 20227
Lindbrook Capital, LLC 770.01%0.01%0.02%Q4 2021Q2 20237
WealthOne, LLC 520.20%0.25%0.31%Q2 2019Q1 20217
Haverford Trust Co 770.00%0.00%0.00%Q3 2020Q1 20227
Tyler-Stone Wealth Management 520.23%0.38%0.95%Q4 2021Q3 20237
Truadvice, LLC 770.23%0.38%0.65%Q3 2020Q1 20227
NOMURA ASSET MANAGEMENT CO LTD 410.00%0.01%0.01%Q3 2014Q3 20187
VISTA CAPITAL PARTNERS, INC. 430.03%0.04%0.04%Q4 2021Q3 20237
Concord Wealth Partners 430.00%0.01%0.03%Q4 2021Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.01%0.01%Q4 2021Q2 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.01%0.01%Q2 2013Q4 20147
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.02%0.03%Q1 2021Q4 20227
Lido Advisors, LLC 770.00%0.01%0.02%Q4 2020Q2 20227
Colonial River Wealth Management, LLC 430.16%0.21%0.28%Q4 2020Q3 20227
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
Freestone Capital Holdings, LLC 770.06%0.07%0.08%Q1 2022Q3 20237
True Link Financial Advisors, LLC 770.22%0.60%1.10%Q4 2020Q2 20227
Ameritas Advisory Services, LLC 610.01%0.01%0.01%Q4 2021Q3 20237
Zullo Investment Group, Inc. 520.10%0.11%0.12%Q4 2021Q3 20237
OLD MISSION CAPITAL LLC 310.01%0.09%0.40%Q2 2016Q3 20237
HL FINANCIAL SERVICES LLC 520.00%0.00%0.01%Q2 2017Q1 20197
TD Waterhouse Canada Inc. 610.00%0.00%0.00%Q4 2021Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
MARINER INDEPENDENT ADVISOR NETWORK, LLC 510.08%0.14%0.19%Q1 2019Q3 20227
Ameritas Investment Company, LLC 310.01%0.02%0.05%Q1 2019Q3 20217
F3Logic, LLC 520.03%0.07%0.17%Q1 2018Q1 20227
Atria Wealth Solutions, Inc. 770.06%0.09%0.20%Q1 2022Q3 20237
PECAUT & CO. 510.00%0.00%0.00%Q1 2022Q3 20236
FIRETHORN WEALTH PARTNERS, LLC 330.25%0.83%1.49%Q4 2020Q2 20226
TFO Wealth Partners, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Advisory Alpha, LLC 510.03%0.07%0.14%Q1 2019Q3 20206
Vickerman Investment Advisors, Inc. 420.11%0.24%0.32%Q3 2021Q3 20236
Aveo Capital Partners, LLC 110.07%0.74%1.39%Q4 2016Q3 20206
FORTE ASSET MANAGEMENT LLC 660.68%1.29%2.10%Q2 2022Q3 20236
CHARTIST INC /CA/ 420.12%0.13%0.14%Q2 2021Q3 20236
Blue Trust, Inc. 660.01%0.04%0.14%Q2 2022Q3 20236
TWO SIGMA SECURITIES, LLC 310.00%0.02%0.07%Q4 2016Q3 20236
Karn, Couzens & Associates, Inc. 660.32%0.36%0.39%Q4 2020Q1 20226
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.02%0.05%Q2 2022Q3 20236
TCWP LLC 660.61%0.67%0.82%Q4 2021Q1 20236
Williams Financial, LLC 660.80%1.51%2.02%Q4 2020Q1 20226
ENTERPRISE FINANCIAL SERVICES CORP 660.01%0.01%0.02%Q3 2018Q4 20196
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
EPG Wealth Management LLC 420.00%0.01%0.01%Q4 2019Q2 20236
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q3 2020Q1 20226
Rehmann Capital Advisory Group 310.02%0.02%0.03%Q1 2018Q2 20206
Continuum Advisory, LLC 420.03%0.06%0.08%Q2 2021Q3 20236
AMERICAN CENTURY COMPANIES INC 660.00%0.00%0.00%Q4 2014Q1 20166
CFS Investment Advisory Services, LLC 410.09%0.19%0.25%Q4 2020Q2 20236
ETRADE Capital Management LLC 660.03%0.40%0.72%Q2 2019Q3 20206
BOSTON RESEARCH & MANAGEMENT INC 420.06%0.06%0.06%Q2 2021Q3 20236
Peak Asset Management, LLC 420.05%0.06%0.08%Q2 2020Q1 20226
BHF Kleinwort Benson Group S.A. 510.03%0.04%0.06%Q2 2014Q4 20156
B, B, H, & B INC. 660.66%4.14%5.79%Q4 2020Q1 20226
GFS Advisors, LLC 660.06%0.08%0.09%Q1 2017Q2 20186
Sumitomo Mitsui DS Asset Management Company, Ltd 420.01%0.01%0.01%Q3 2019Q2 20216
BARINGS LLC 420.02%0.06%0.13%Q4 2017Q2 20206
Biltmore Capital Advisors LLC 660.07%0.63%0.90%Q3 2020Q4 20216
VAUGHAN & Co SECURITIES, INC. 661.20%3.55%4.87%Q2 2022Q3 20236
Banco BTG Pactual S.A. 660.33%0.44%0.57%Q2 2022Q3 20236
Vectors Research Management, LLC 660.00%0.00%0.00%Q3 2019Q4 20206
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 330.00%0.04%0.11%Q2 2020Q3 20236
Waverly Advisors, LLC 660.04%0.09%0.19%Q2 2022Q3 20236
KEYBANK NATIONAL ASSOCIATION/OH 660.00%0.00%0.00%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.02%0.03%0.04%Q2 2022Q3 20236
ETFIDEA, LLC 420.14%0.22%0.32%Q4 2021Q3 20236
MORRIS FINANCIAL CONCEPTS, INC. 660.02%0.04%0.07%Q2 2022Q3 20236
Wealthfront Advisers LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Q3 Asset Management 210.40%1.19%2.22%Q1 2021Q2 20236
Personal Wealth Partners 660.10%0.15%0.17%Q4 2020Q1 20226
PRINCIPAL FINANCIAL GROUP INC 550.00%0.00%0.00%Q3 2020Q3 20215
Simplicity Solutions, LLC 320.01%0.04%0.06%Q4 2018Q4 20205
Bison Wealth, LLC 550.01%0.01%0.02%Q3 2020Q3 20215
Intrua Financial, LLC 550.09%0.14%0.20%Q1 2021Q1 20225
ALTERNA WEALTH MANAGEMENT, INC 410.23%0.25%0.29%Q1 2019Q4 20215
Eudaimonia Partners, LLC 410.00%0.02%0.05%Q4 2019Q1 20215
Mayflower Financial Advisors, LLC 410.03%0.04%0.05%Q1 2022Q3 20235
Apexium Financial, LP 550.12%0.14%0.15%Q3 2022Q3 20235
DORCHESTER WEALTH MANAGEMENT Co 210.04%0.10%0.15%Q2 2019Q3 20235
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
FDx Advisors, Inc. 320.01%0.01%0.03%Q4 2020Q1 20225
NWAM LLC 550.03%0.05%0.06%Q1 2021Q1 20225
Copperleaf Capital, LLC 410.45%1.09%1.44%Q4 2019Q3 20225
Selective Wealth Management, Inc. 410.00%0.00%0.01%Q2 2020Q3 20225
SIMPLEX TRADING, LLC 320.00%0.00%0.00%Q1 2022Q3 20235
Virtu Financial LLC 210.04%0.06%0.08%Q4 2019Q3 20235
BARING ASSET MANAGEMENT Ltd 410.02%0.08%0.09%Q3 2014Q3 20175
Fullerton Fund Management Co Ltd. 550.46%1.28%2.58%Q3 2017Q3 20185
Compass Wealth Management LLC 550.02%0.02%0.02%Q4 2022Q4 20235
Empowered Funds, LLC 210.20%2.44%3.40%Q2 2021Q1 20235
Total Clarity Wealth Management, Inc. 210.01%0.02%0.02%Q4 2019Q2 20225
McKinley Carter Wealth Services, Inc. 550.02%0.09%0.36%Q4 2020Q4 20215
Good Life Advisors, LLC 410.02%0.03%0.04%Q2 2021Q2 20235
BRIGHTON JONES LLC 410.01%0.01%0.02%Q3 2020Q3 20235
SRS Capital Advisors, Inc. 410.00%0.00%0.00%Q3 2018Q3 20235
Partnervest Advisory Services LLC 550.01%0.01%0.01%Q2 2013Q2 20145
High Net Worth Advisory Group LLC 550.01%0.01%0.02%Q4 2021Q4 20225
LITTLE HOUSE CAPITAL LLC 550.20%0.44%0.53%Q4 2018Q4 20195
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.03%0.14%Q1 2022Q1 20235
HHM Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Guardian Wealth Management, Inc. 550.00%0.00%0.01%Q4 2021Q4 20225
Braun-Bostich & Associates Inc. 410.02%0.35%0.84%Q3 2018Q4 20195
PARAMETRIC PORTFOLIO ASSOCIATES LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Veracity Capital LLC 320.09%0.14%0.16%Q3 2020Q4 20215
EXANE DERIVATIVES 550.00%0.01%0.01%Q2 2021Q2 20225
Gupta Wealth Management LLC 550.01%0.01%0.01%Q1 2015Q1 20165
EVOKE WEALTH, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Vigilant Capital Management, LLC 550.00%0.01%0.02%Q2 2022Q2 20235
BROWN ADVISORY INC 210.00%0.00%0.00%Q4 2017Q4 20215
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.04%0.08%Q4 2022Q3 20234
NIEMANN CAPITAL MANAGEMENT INC 310.56%3.04%5.58%Q3 2014Q4 20154
Worth Financial Advisory Group, LLC 440.73%0.80%0.85%Q4 2022Q3 20234
Ignite Planners, LLC 310.07%0.14%0.32%Q1 2022Q3 20234
Summit Wealth Group, LLC 211.63%2.95%5.73%Q4 2020Q2 20234
BMS Financial Advisors, LLC 310.95%1.35%1.49%Q4 2021Q4 20224
BRANDYWINE OAK PRIVATE WEALTH LLC 440.09%0.10%0.10%Q4 2022Q3 20234
DAVENPORT & Co LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Trexquant Investment LP 110.01%0.05%0.11%Q1 2020Q2 20234
ALLIANCEBERNSTEIN L.P. 440.00%0.00%0.00%Q2 2014Q1 20154
CoreCap Advisors, LLC 310.01%0.02%0.02%Q4 2021Q4 20224
Sterling Group Wealth Management, LLC 444.72%5.61%6.08%Q4 2022Q3 20234
Peachtree Investment Advisors, Inc. 440.00%0.00%0.00%Q3 2014Q2 20154
LVW Advisors, LLC 440.14%0.18%0.20%Q2 2020Q1 20214
Wealthspire Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Wealth Quarterback LLC 220.10%0.37%1.11%Q4 2019Q3 20214
MCKINLEY CAPITAL MANAGEMENT LLC 440.00%0.00%0.00%Q4 2016Q3 20174
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Lantz Financial LLC 440.14%0.27%0.36%Q2 2021Q1 20224
1 NORTH WEALTH SERVICES LLC 220.02%0.02%0.02%Q4 2018Q4 20194
Schrum Private Wealth Management LLC 440.41%0.47%0.54%Q4 2021Q3 20224
Pinnacle Bancorp, Inc. 310.01%0.01%0.01%Q1 2020Q1 20234
Capital Analysts, LLC 220.00%0.00%0.00%Q2 2022Q3 20234
Winch Advisory Services, LLC 310.00%0.00%0.00%Q1 2014Q1 20154
BAROMETER CAPITAL MANAGEMENT INC. 440.14%0.26%0.36%Q4 2019Q3 20204
HALL LAURIE J TRUSTEE 440.06%0.06%0.06%Q4 2017Q3 20184
AMP Capital Investors Ltd 440.01%0.01%0.02%Q2 2013Q1 20144
Badgley Phelps Wealth Managers, LLC 220.01%0.01%0.01%Q4 2021Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.23%0.33%0.54%Q4 2022Q3 20234
SP Asset Management LLC 440.27%0.29%0.31%Q4 2022Q3 20234
Daiwa SB Investments Ltd. 440.01%0.03%0.05%Q2 2018Q1 20194
Seascape Capital Management 440.17%0.22%0.31%Q4 2022Q3 20234
Argentus Capital Management, LLC 440.00%0.02%0.04%Q4 2015Q3 20164
Halpern Financial, Inc. 440.00%0.00%0.00%Q1 2020Q4 20204
Shira Ridge Wealth Management 445.74%6.79%7.41%Q4 2022Q3 20234
REDW Wealth LLC 310.06%0.07%0.08%Q4 2021Q3 20234
BANK OF NOVA SCOTIA 440.00%0.00%0.00%Q4 2019Q3 20204
Alexandria Capital, LLC 440.00%0.00%0.00%Q4 2016Q3 20174
ROPES WEALTH ADVISORS LLC 440.05%0.06%0.07%Q4 2022Q3 20234
NCM Capital Management, LLC 440.33%0.44%0.54%Q1 2022Q4 20224
MILESTONE WEALTH, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Carmichael Hill & Associates, Inc. 440.00%0.00%0.00%Q4 2019Q3 20204
Asset Planning Services, Ltd. 220.00%0.00%0.00%Q3 2018Q3 20194
Berkeley Capital Partners, LLC 440.10%0.11%0.11%Q2 2021Q1 20224
Y.D. More Investments Ltd 440.00%0.00%0.00%Q4 2022Q3 20234
Van Hulzen Asset Management, LLC 440.08%0.18%0.23%Q4 2019Q3 20204
VERITY Wealth Advisors 310.21%0.28%0.32%Q4 2019Q4 20204
VitalStone Financial, LLC 440.00%0.38%1.50%Q4 2022Q3 20234
Cascadia Advisory Services, LLC 110.05%0.08%0.16%Q4 2019Q3 20214
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 441.17%1.39%1.50%Q4 2022Q3 20234
Psagot Value Holdings Ltd. 440.01%0.01%0.01%Q1 2016Q4 20164
UBP Investment Advisors SA 440.54%0.58%0.62%Q4 2017Q3 20184
Lloyd Advisory Services, LLC. 440.00%0.00%0.00%Q2 2021Q1 20224
Insight Wealth Strategies, LLC 440.06%0.08%0.11%Q4 2020Q3 20214
BOSTON PRIVATE BANK & TRUST CO 310.00%0.00%0.00%Q2 2013Q1 20154
Stonebridge Capital Advisors LLC 310.00%0.00%0.00%Q2 2020Q3 20214
AdvicePeriod, LLC 440.02%0.03%0.05%Q3 2020Q2 20214
COMMERCE BANK 440.00%0.00%0.00%Q3 2021Q2 20224
TRUST CO OF VERMONT 310.00%0.00%0.00%Q4 2017Q3 20224
CX Institutional 110.01%0.01%0.02%Q2 2019Q1 20234
Lineweaver Wealth Advisors, LLC 440.98%1.33%1.96%Q2 2021Q1 20224
CONTINUUM WEALTH ADVISORS, LLC 440.24%0.25%0.26%Q4 2022Q3 20234
Kistler-Tiffany Companies, LLC 440.01%0.01%0.01%Q2 2013Q1 20144
Cavalier Investments, LLC 310.79%1.11%1.25%Q4 2016Q3 20184
Strategic Wealth Partners, Ltd. 310.01%0.05%0.10%Q1 2019Q3 20224
Genesis Wealth Advisors, LLC 330.03%0.03%0.03%Q4 2014Q2 20153
Cape Investment Advisory, Inc. 330.04%0.04%0.04%Q1 2023Q3 20233
Gallagher Fiduciary Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
CHOREO, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Sonoma Private Wealth LLC 330.97%0.99%1.01%Q1 2023Q3 20233
HOWE & RUSLING INC 210.00%0.00%0.00%Q4 2021Q3 20223
MAIRS & POWER INC 330.00%0.00%0.00%Q2 2021Q4 20213
BlackRock Group LTD 330.00%0.00%0.00%Q2 2013Q4 20133
First Heartland Consultants, Inc. 210.01%0.03%0.05%Q1 2021Q4 20213
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Vestmark Advisory Solutions, Inc. 330.01%0.02%0.02%Q3 2021Q1 20223
ATWOOD & PALMER INC 330.00%0.00%0.00%Q4 2020Q2 20213
Raleigh Capital Management Inc. 330.11%0.17%0.27%Q1 2022Q3 20223
Madden Advisory Services, Inc. 330.12%0.13%0.14%Q1 2018Q3 20183
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Latitude Advisors, LLC 330.05%0.07%0.09%Q3 2021Q1 20223
Long Run Wealth Advisors, LLC 330.15%0.63%0.96%Q1 2023Q3 20233
W ADVISORS, LLC 330.16%0.30%0.45%Q4 2021Q2 20223
MISSION WEALTH MANAGEMENT, LP 330.02%0.02%0.02%Q1 2023Q3 20233
Valmark Advisers, Inc. 210.00%0.00%0.01%Q4 2021Q2 20233
HBW ADVISORY SERVICES LLC 110.24%0.33%0.48%Q1 2021Q2 20233
Merit Financial Group, LLC 330.03%0.09%0.18%Q1 2022Q3 20223
AMERICAN CAPITAL MANAGEMENT INC 210.04%0.40%0.59%Q4 2015Q3 20163
Per Stirling Capital Management, LLC. 330.13%0.15%0.16%Q1 2023Q3 20233
RESOURCES MANAGEMENT CORP /CT/ /ADV 330.00%0.00%0.00%Q1 2020Q3 20203
Sullivan, Bruyette, Speros & Blaney, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Placemark Investments, Inc. 330.01%0.02%0.02%Q2 2014Q4 20143
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Sowa Financial Group, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
J.Safra Asset Management Corp 331.01%1.29%1.58%Q4 2019Q2 20203
CFM WEALTH PARTNERS LLC 330.03%0.03%0.03%Q4 2019Q2 20203
Ballew Advisors, Inc 330.04%0.04%0.05%Q1 2018Q3 20183
Cornerstone Planning Group LLC 210.02%0.02%0.02%Q4 2022Q3 20233
Shamrock Asset Management LLC 330.16%0.20%0.30%Q1 2019Q3 20193
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 330.09%0.10%0.12%Q2 2021Q4 20213
HARBOR INVESTMENT ADVISORY, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Better Money Decisions, LLC 210.05%0.05%0.06%Q2 2021Q2 20223
Kabarec Financial Advisors, Ltd. 330.01%0.01%0.01%Q4 2017Q2 20183
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q1 20223
Essex Savings Bank 330.01%0.01%0.01%Q4 2018Q2 20193
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Delta Investment Management, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Strategic Blueprint, LLC 110.01%0.02%0.03%Q3 2019Q4 20213
Transamerica Financial Advisors, Inc. 110.00%0.22%0.41%Q4 2015Q1 20173
Mach-1 Financial Group, LLC 210.01%0.03%0.08%Q2 2022Q1 20233
Paradigm Financial Partners, LLC 330.08%0.09%0.10%Q2 2019Q4 20193
WESBANCO BANK INC 330.01%0.03%0.04%Q1 2017Q3 20173
ICA Group Wealth Management, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
Crosspoint Capital Strategies, LLC 330.07%0.11%0.14%Q1 2015Q3 20153
TrueWealth Advisors, LLC 330.10%0.11%0.15%Q3 2021Q1 20223
KARLINSKI ANDREW C 330.01%0.01%0.01%Q4 2021Q2 20223
Keystone Financial Services 330.35%1.47%2.58%Q4 2021Q2 20223
CMC Financial Group 211.21%1.55%1.74%Q2 2021Q1 20223
Smith & Howard Wealth Management, LLC 330.02%0.02%0.02%Q2 2013Q4 20133
BROWN BROTHERS HARRIMAN & CO 210.00%0.00%0.00%Q4 2019Q2 20213
PRELUDE CAPITAL MANAGEMENT, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
Hartford Financial Management Inc. 210.00%0.00%0.00%Q2 2014Q1 20213
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q1 2023Q3 20233
VisionPoint Advisory Group, LLC 330.09%0.11%0.12%Q2 2020Q4 20203
HT Partners LLC 331.70%2.23%2.82%Q4 2014Q2 20153
Pallas Capital Advisors LLC 220.03%0.04%0.05%Q3 2022Q4 20222
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2020Q2 20232
ARROW FINANCIAL CORP 220.00%0.00%0.00%Q3 2020Q4 20202
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.06%0.07%0.07%Q2 2022Q3 20222
Virtue Capital Management, LLC 220.01%0.02%0.02%Q4 2017Q1 20182
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
MIRABELLA FINANCIAL SERVICES LLP 220.10%0.39%0.68%Q3 2021Q4 20212
COMMONS CAPITAL, LLC 220.16%0.17%0.17%Q4 2021Q1 20222
BlackDiamond Wealth Management, LLC 220.50%0.58%0.66%Q4 2021Q1 20222
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q1 20232
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 221.41%1.51%1.62%Q4 2019Q1 20202
TIAA, FSB 220.00%0.00%0.00%Q1 2023Q2 20232
Cerity Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ROMANO BROTHERS AND COMPANY 110.03%0.03%0.03%Q4 2022Q2 20232
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Ascent Group, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.06%0.10%Q4 2021Q3 20222
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q4 20192
swisspartners Ltd. 220.22%0.25%0.29%Q3 2022Q4 20222
Hayden Royal, LLC 220.12%0.13%0.14%Q4 2019Q1 20202
Leelyn Smith, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
TOWNSQUARE CAPITAL LLC 220.01%0.01%0.01%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.00%0.01%Q2 2023Q3 20232
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
GIRARD PARTNERS LTD. 110.00%0.02%0.04%Q3 2018Q2 20212
HB Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Disciplined Investments, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
M Holdings Securities, Inc. 110.14%0.25%0.36%Q2 2014Q4 20142
Activest Wealth Management 110.00%0.03%0.07%Q3 2021Q3 20232
COMERICA SECURITIES INC 220.26%0.28%0.29%Q3 2018Q4 20182
FAS Wealth Partners, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Icon Wealth Advisors, LLC 220.07%0.10%0.13%Q3 2022Q4 20222
Optiver Holding B.V. 220.00%0.00%0.00%Q4 2021Q1 20222
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20172
Ground Swell Capital, LLC 220.03%0.06%0.08%Q2 2014Q3 20142
Sovereign Financial Group, Inc. 220.08%0.10%0.12%Q4 2021Q1 20222
Lunt Capital Management, Inc. 220.28%0.30%0.31%Q2 2023Q3 20232
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q3 2021Q1 20222
NEW YORK STATE COMMON RETIREMENT FUND 220.03%0.03%0.03%Q4 2013Q1 20142
Northwest Capital Management Inc 220.02%0.02%0.02%Q2 2023Q3 20232
Capital Advisory Group Advisory Services, LLC 220.02%0.02%0.02%Q1 2020Q2 20202
Planned Solutions, Inc. 220.02%0.02%0.02%Q3 2020Q4 20202
Mutual Advisors, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Baltimore-Washington Financial Advisors Inc. 220.02%0.02%0.02%Q2 2013Q3 20132
Knights of Columbus Asset Advisors LLC 220.01%0.02%0.04%Q2 2023Q3 20232
OPTIMUM INVESTMENT ADVISORS 220.00%0.00%0.01%Q1 2022Q2 20222
Fulcrum Equity Management 220.12%0.13%0.14%Q4 2018Q1 20192
Herold Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
PDS Planning, Inc 110.03%0.03%0.04%Q4 2021Q2 20232
EATON VANCE MANAGEMENT 220.00%0.00%0.00%Q2 2022Q3 20222
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2018Q1 20222
Torch Wealth Management LLC 220.01%0.01%0.01%Q1 2014Q2 20142
SWS Partners 220.01%0.01%0.01%Q4 2017Q1 20182
Allianz Asset Management GmbH 220.01%0.01%0.01%Q4 2015Q1 20162
Spectrum Asset Management, Inc. (NB/CA) 220.08%0.15%0.23%Q3 2021Q4 20212
Professional Financial Advisors, LLC 220.00%0.00%0.01%Q3 2020Q4 20202
Founders Capital Management 220.01%0.01%0.01%Q3 2023Q4 20232
Cynosure Group, LLC 220.17%0.18%0.18%Q2 2023Q3 20232
Geneva Partners, LLC 220.15%0.16%0.17%Q3 2021Q4 20212
SIMON QUICK ADVISORS, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
MARIPAU WEALTH MANAGEMENT LLC 220.33%0.34%0.35%Q4 2021Q1 20222
Prospera Financial Services Inc 110.00%0.01%0.02%Q3 2020Q1 20222
FLAGSTAR ADVISORS INC 110.04%0.05%0.06%Q3 2021Q3 20222
Jackson Wealth Management, LLC 220.22%0.22%0.22%Q3 2020Q4 20202
VERUS CAPITAL PARTNERS, LLC 220.04%0.05%0.06%Q1 2022Q2 20222
Family Management Corp 220.01%0.01%0.01%Q2 2019Q3 20192
Certus Wealth Management, LLC 221.43%1.57%1.71%Q2 2023Q3 20232
Arcadia Wealth Management, LLC 220.19%0.19%0.20%Q4 2022Q1 20232
WealthPlan Investment Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
B. Riley Wealth Management, Inc. 220.03%0.04%0.05%Q4 2019Q1 20202
Oxler Private Wealth LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Colonial Trust Co / SC 220.05%0.05%0.05%Q4 2022Q1 20232
Jackson, Grant Investment Advisers, Inc. 220.03%0.03%0.03%Q4 2015Q1 20162
Personal Capital Advisors Corp 220.00%0.00%0.00%Q4 2021Q1 20222
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.01%0.01%0.01%Q1 2019Q2 20192
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Belvedere Trading LLC 110.12%0.26%0.40%Q2 2021Q2 20212
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.01%0.01%Q4 2021Q4 20222
S.C. Financial Services, Inc. 220.53%0.59%0.66%Q4 2021Q1 20222
IAG Wealth Partners, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Fortis Advisors, LLC 220.00%0.00%0.01%Q3 2020Q4 20202
Jane Street Holding, LLC 220.06%0.08%0.09%Q2 2013Q3 20132
Beaumont Capital Management, LLC 110.26%0.28%0.30%Q4 2020Q1 20222
FIFTH THIRD SECURITIES, INC. 110.06%0.08%0.11%Q3 2018Q2 20192
Choate Investment Advisors 220.00%0.00%0.00%Q4 2021Q1 20222
Signify Wealth 220.17%1.44%2.71%Q4 2021Q1 20222
Alpha DNA Investment Management LLC 220.07%0.08%0.08%Q4 2020Q1 20212
HNP Capital LLC 110.36%0.36%0.36%Q1 2020Q1 20201
Worth Asset Management, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
STUDIO INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
Leicht Financial Planning & Wealth Management, Inc. 111.09%1.09%1.09%Q4 2019Q4 20191
1900 WEALTH MANAGEMENT LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Realta Investment Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
Consolidated Planning Corp 110.05%0.05%0.05%Q3 2021Q3 20211
Epic Trust Investment Advisors, LLC 110.78%0.78%0.78%Q4 2021Q4 20211
FIRST BUSINESS FINANCIAL SERVICES, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
ASPIRIANT HOLDINGS S3, LLC 110.61%0.61%0.61%Q2 2013Q2 20131
SUTTON PLACE INVESTORS LLC 110.30%0.30%0.30%Q4 2021Q4 20211
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Security Financial Services, INC. 110.09%0.09%0.09%Q4 2021Q4 20211
JNBA Financial Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
Invesco Ltd. 110.00%0.00%0.00%Q3 2013Q3 20131
Mascoma Wealth Management LLC 110.02%0.02%0.02%Q3 2018Q3 20181
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
First Capital Advisors Group, LLC. 110.93%0.93%0.93%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2013Q4 20131
Verition Fund Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MCDONALD PARTNERS LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Winslow, Evans & Crocker, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
Cordant, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.01%0.01%0.01%Q3 2015Q3 20151
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
First Bank & Trust 110.00%0.00%0.00%Q4 2019Q4 20191
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q1 2019Q1 20191
Stuart Chaussee & Associates, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Pictet North America Advisors SA 110.22%0.22%0.22%Q3 2023Q3 20231
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.01%0.01%0.01%Q2 2013Q2 20131
Financial Sense Advisors, Inc. 110.72%0.72%0.72%Q3 2018Q3 20181
Merrion Investment Management Co, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SUNTRUST BANKS INC 110.00%0.00%0.00%Q3 2019Q3 20191
Meridian Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 110.10%0.10%0.10%Q3 2013Q3 20131
Fortitude Advisory Group L.L.C. 110.02%0.02%0.02%Q4 2021Q4 20211
Financial & Tax Architects, LLC 110.19%0.19%0.19%Q3 2021Q3 20211
Citizens Business Bank 110.04%0.04%0.04%Q4 2019Q4 20191
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Global Financial Private Capital, Inc 110.01%0.01%0.01%Q3 2018Q3 20181
Weaver Consulting Group 110.00%0.00%0.00%Q3 2020Q3 20201
PVG ASSET MANAGEMENT CORP 110.39%0.39%0.39%Q4 2017Q4 20171
FormulaFolio Investments, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2014Q2 20141
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2021Q4 20211
SIENA CAPITAL LLC 110.02%0.02%0.02%Q1 2022Q1 20221
RiverGlades Family Offices LLC 112.35%2.35%2.35%Q4 2018Q4 20181
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Clear Creek Financial Management, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
Lansing Street Advisors 110.01%0.01%0.01%Q1 2022Q1 20221
Coco Enterprises, LLC 110.18%0.18%0.18%Q2 2021Q2 20211
Principle Wealth Partners LLC 110.02%0.02%0.02%Q2 2020Q2 20201
SENTINEL TRUST CO LBA 110.34%0.34%0.34%Q2 2022Q2 20221
Aperio Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HOWARD WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Seaside Wealth Management, Inc. 110.18%0.18%0.18%Q2 2022Q2 20221
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Buffington Mohr McNeal 110.02%0.02%0.02%Q1 2019Q1 20191
Avion Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Pathlight Investors LLC 110.30%0.30%0.30%Q4 2018Q4 20181
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
3D/L Capital Management, LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Resurgent Financial Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2023Q4 20231
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
PALLADIEM, LLC 112.44%2.44%2.44%Q3 2023Q3 20231
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Jefferies Group LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WASHINGTON TRUST Co 110.00%0.00%0.00%Q1 2023Q1 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q4 2022Q4 20221
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
SkyView Investment Advisors, LLC 110.45%0.45%0.45%Q2 2023Q2 20231
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Beacon Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Shore Point Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
San Luis Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BluePath Capital Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Sanctuary Wealth Management, L.L.C. 113.78%3.78%3.78%Q4 2020Q4 20201
PRW Wealth Management LLC 110.36%0.36%0.36%Q2 2021Q2 20211
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
1832 Asset Management L.P. 110.00%0.00%0.00%Q2 2023Q2 20231
Sonora Investment Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
UBS OCONNOR LLC 110.07%0.07%0.07%Q3 2015Q3 20151
Cardinal Capital Management 110.05%0.05%0.05%Q4 2020Q4 20201
Glassman Wealth Services 110.01%0.01%0.01%Q4 2021Q4 20211
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2021Q4 20211
Edge Wealth Management LLC 110.10%0.10%0.10%Q1 2020Q1 20201
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Stratos Investment Management, LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Landsberg, Bennett, & Dubbaneh LLC 110.82%0.82%0.82%Q4 2018Q4 20181
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Capital Investment Counsel, Inc 110.01%0.01%0.01%Q3 2023Q3 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.03%0.03%0.03%Q4 2019Q4 20191
Glassy Mountain Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Visionary Asset Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
360 Financial, Inc. 110.15%0.15%0.15%Q3 2020Q3 20201
Apeiron RIA LLC 110.47%0.47%0.47%Q4 2021Q4 20211
Covington Capital Management 110.01%0.01%0.01%Q2 2021Q2 20211
Kozak & Associates, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Clean Yield Group 110.00%0.00%0.00%Q1 2022Q1 20221
Investmark Advisory Group LLC 110.11%0.11%0.11%Q4 2021Q4 20211
ONE PLUS ONE WEALTH MANAGEMENT, LLC 111.13%1.13%1.13%Q2 2022Q2 20221
SUMITOMO MITSUI FINANCIAL GROUP, INC. 110.00%0.00%0.00%Q1 2018Q1 20181
Clarus Wealth Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Doyle Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
MYCIO WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Evanson Asset Management, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Pictet Asset Management Holding SA 110.03%0.03%0.03%Q3 2023Q3 20231
Hobart Private Capital, LLC 110.41%0.41%0.41%Q4 2022Q4 20221
Atlas Private Wealth Advisors 110.01%0.01%0.01%Q2 2020Q2 20201
HAP Trading, LLC 110.14%0.14%0.14%Q2 2022Q2 20221
One Capital Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
LFA - Lugano Financial Advisors SA 110.01%0.01%0.01%Q3 2023Q3 20231
Royal Fund Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q3 2015Q3 20151
Clifford Group, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Covenant Multifamily Offices, LLC 110.03%0.03%0.03%Q4 2013Q4 20131
GSA CAPITAL PARTNERS LLP 110.03%0.03%0.03%Q1 2023Q1 20231
ClearBridge Investments 110.00%0.00%0.00%Q4 2013Q4 20131
HORIZON BANCORP INC /IN/ 110.01%0.01%0.01%Q4 2022Q4 20221
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Almanack Investment Partners, LLC. 110.03%0.03%0.03%Q3 2022Q3 20221
Perennial Investment Advisors, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
Lion Street Advisors, LLC 110.14%0.14%0.14%Q1 2020Q1 20201
Asset Dedication, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
TCI Wealth Advisors, Inc. 110.10%0.10%0.10%Q4 2019Q4 20191
Sentinus, LLC 110.19%0.19%0.19%Q3 2022Q3 20221
Eagle Bay Advisors LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Bridge Advisory, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
SPC Financial, Inc. 110.14%0.14%0.14%Q4 2018Q4 20181
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Barnett & Company, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
TDAM USA INC. 110.03%0.03%0.03%Q3 2013Q3 20131
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.07%0.07%0.07%Q4 2016Q4 20161
My Personal CFO, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
External links

This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.