ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.03%Q1 2012Q3 202346
Tortoise Investment Management, LLC 44440.04%0.11%0.35%Q4 2012Q3 202344
Veritable, L.P. 43430.03%0.20%1.01%Q4 2012Q2 202343
REGIONS FINANCIAL CORP 42420.11%0.52%0.96%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.05%Q2 2013Q3 202342
AMG National Trust Bank 42421.30%4.17%6.47%Q2 2013Q3 202342
INTERACTIVE FINANCIAL ADVISORS, INC. 42420.13%1.28%8.14%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.03%0.20%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.11%0.35%0.72%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.04%Q2 2013Q3 202342
Creative Planning 42420.01%0.13%0.52%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.03%0.27%Q2 2013Q3 202342
MARTIN & CO INC /TN/ 42421.63%2.21%2.75%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.11%0.23%0.43%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.01%0.05%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.04%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.06%0.18%0.32%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.04%0.10%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.05%Q2 2013Q3 202342
US BANCORP \DE\ 42420.02%0.05%0.21%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.04%0.17%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.07%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
Smith & Howard Wealth Management, LLC 31101.64%9.90%17.02%Q2 2013Q3 202341
WESBANCO BANK INC 30110.12%0.31%1.05%Q2 2013Q3 202341
WELLINGTON MANAGEMENT GROUP LLP 4010.00%0.01%0.04%Q2 2013Q3 202341
First Horizon Advisors, Inc. 41410.04%0.13%0.23%Q3 2013Q3 202341
GLENMEDE TRUST CO NA 21200.10%0.23%0.38%Q2 2013Q3 202341
SHEETS SMITH WEALTH MANAGEMENT 3910.02%0.37%0.80%Q1 2013Q3 202340
Haverford Trust Co 40400.01%0.16%1.12%Q4 2013Q3 202340
Advisory Services Network, LLC 2730.00%0.73%3.78%Q2 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.02%0.10%Q1 2014Q3 202339
NOTTINGHAM ADVISORS, INC. 28100.02%0.12%0.97%Q1 2014Q3 202338
Goelzer Investment Management, Inc. 38380.40%2.79%6.81%Q2 2014Q3 202338
SIGNATUREFD, LLC 24130.00%0.20%1.10%Q3 2013Q3 202337
BAILARD, INC. 3160.04%0.43%0.72%Q2 2014Q3 202337
Stonebridge Capital Advisors LLC 37370.16%0.46%1.01%Q3 2014Q3 202337
AlphaMark Advisors, LLC 37370.00%0.01%0.01%Q2 2013Q2 202237
Round Table Services, LLC 37370.06%0.66%2.18%Q2 2013Q2 202237
Community Bank, N.A. 36360.02%0.10%0.36%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.01%0.02%0.06%Q4 2014Q3 202336
UBS Group AG 36360.01%0.04%0.09%Q4 2014Q3 202336
FACTORY MUTUAL INSURANCE CO 14100.06%0.61%4.06%Q2 2013Q3 202336
Capital Investment Advisors, LLC 36360.02%2.14%4.79%Q1 2015Q4 202336
KING LUTHER CAPITAL MANAGEMENT CORP 35350.03%0.11%0.23%Q1 2015Q3 202335
PRIO WEALTH LIMITED PARTNERSHIP 34340.02%0.23%0.45%Q2 2015Q3 202334
Mariner, LLC 34340.02%0.42%1.02%Q2 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.01%0.47%1.66%Q2 2015Q3 202334
Brinker Capital Investments, LLC 2770.00%0.20%0.84%Q2 2013Q4 202134
Cambridge Investment Research Advisors, Inc. 2680.00%0.06%0.29%Q2 2013Q3 202334
LAZARD ASSET MANAGEMENT LLC 2610.00%0.02%0.14%Q4 2014Q3 202334
Karpus Management, Inc. 3310.05%0.22%0.49%Q4 2014Q3 202334
PARSONS CAPITAL MANAGEMENT INC/RI 2040.04%0.12%0.19%Q1 2014Q3 202334
J.P. Morgan Private Wealth Advisors LLC 2830.01%0.05%0.20%Q3 2014Q3 202334
SYNOVUS FINANCIAL CORP 3310.00%0.12%0.24%Q2 2013Q3 202334
Tower Research Capital LLC (TRC) 1110.00%0.03%0.18%Q3 2013Q3 202333
TELEMUS CAPITAL, LLC 2490.02%1.36%9.67%Q3 2013Q4 202133
SUSQUEHANNA INTERNATIONAL GROUP, LLP 910.00%0.00%0.04%Q2 2013Q3 202333
Roble, Belko & Company, Inc 33330.03%0.93%3.63%Q1 2015Q1 202333
FMR LLC 2670.00%0.00%0.00%Q3 2013Q3 202333
PITCAIRN CO 2030.04%0.44%3.57%Q2 2013Q3 202333
Waldron Private Wealth LLC 2530.01%0.38%1.59%Q4 2013Q1 202333
Birch Hill Investment Advisors LLC 2760.01%0.03%0.09%Q2 2013Q1 202233
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 2850.00%0.00%0.00%Q2 2015Q3 202333
GM Advisory Group, LLC 33330.21%2.18%4.94%Q3 2015Q3 202333
FRANKLIN RESOURCES INC 2850.00%0.01%0.04%Q4 2014Q3 202333
Legacy Private Trust Co. 32320.06%1.78%3.98%Q4 2015Q3 202332
BlackRock Inc. 32320.00%0.00%0.01%Q4 2015Q3 202332
NTV ASSET MANAGEMENT LLC 32320.11%0.67%1.20%Q4 2015Q3 202332
ASPIRIANT, LLC 1010.01%0.17%0.52%Q2 2013Q3 202332
HANCOCK WHITNEY CORP 32320.07%0.24%0.46%Q4 2015Q3 202332
JFS WEALTH ADVISORS, LLC 32320.20%0.43%0.79%Q4 2015Q3 202332
First Washington CORP 32320.06%0.14%0.28%Q2 2013Q1 202132
Corrigan Financial, Inc. 32320.91%2.86%5.03%Q4 2015Q3 202332
HighTower Advisors, LLC 32320.00%0.05%0.11%Q4 2015Q3 202332
NORRIS PERNE & FRENCH LLP/MI 2410.02%0.09%0.23%Q1 2014Q1 202332
St. Louis Trust Co 32320.85%2.65%7.14%Q4 2015Q3 202332
Raymond James Financial Services Advisors, Inc. 2210.01%0.02%0.05%Q2 2013Q3 202332
BOKF, NA 2110.02%0.27%0.70%Q2 2013Q3 202331
MCF Advisors LLC 2470.01%0.02%0.05%Q4 2015Q3 202331
Allen Investment Management, LLC 2740.01%0.17%1.53%Q1 2015Q3 202331
IFP Advisors, Inc 17140.01%0.02%0.04%Q4 2015Q3 202331
ARS Investment Partners, LLC 2530.02%0.42%1.03%Q4 2013Q3 202331
FLOW TRADERS U.S. LLC 1310.02%1.07%6.56%Q2 2013Q3 202330
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 30300.02%0.11%0.19%Q3 2013Q4 202030
Johnson Financial Group, Inc. 30300.62%6.37%15.51%Q2 2016Q3 202330
Ariel Investments 30300.00%0.07%0.17%Q2 2016Q3 202330
NORTHERN TRUST CORP 2510.00%0.00%0.01%Q3 2013Q3 202330
Ironwood Investment Counsel, LLC 17130.05%0.67%1.42%Q2 2013Q3 202330
VALLEY WEALTH MANAGERS, INC. 29290.03%0.10%0.15%Q3 2013Q3 202029
Freestone Capital Holdings, LLC 2630.00%0.07%0.73%Q3 2015Q3 202329
FIFTH THIRD BANCORP 1910.00%0.01%0.02%Q4 2014Q3 202329
Citadel Advisors 610.00%0.00%0.02%Q1 2014Q3 202329
Strategic Wealth Partners Group, LLC 2090.15%1.37%4.20%Q2 2016Q3 202329
Capital Advisors, Ltd. LLC 28280.01%0.01%0.01%Q4 2016Q3 202328
Baird Financial Group, Inc. 28280.00%0.00%0.01%Q4 2016Q3 202328
JOHNSON INVESTMENT COUNSEL INC 2220.01%0.09%0.17%Q2 2013Q3 202328
Pflug Koory, LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
Modera Wealth Management, LLC 28280.09%0.41%1.19%Q2 2013Q1 202028
Sargent Bickham Lagudis LLC 28280.04%0.87%2.26%Q1 2016Q4 202228
WOODMONT INVESTMENT COUNSEL LLC 2010.01%0.06%0.09%Q4 2013Q3 202328
ZEKE CAPITAL ADVISORS, LLC 28280.94%4.11%15.48%Q1 2016Q4 202228
AllSquare Wealth Management LLC 2530.01%0.38%0.70%Q3 2016Q3 202328
Hapanowicz & Associates Financial Services, Inc 28280.73%1.66%2.89%Q4 2016Q3 202328
M&T BANK CORP 2110.00%0.01%0.04%Q3 2014Q3 202327
Dorsey & Whitney Trust CO LLC 1830.03%0.05%0.06%Q1 2015Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.03%Q2 2013Q4 201927
JANE STREET GROUP, LLC 410.00%0.06%0.40%Q1 2014Q3 202327
CIBC BANK USA 27270.10%0.16%0.29%Q2 2013Q4 201927
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2310.00%0.00%0.01%Q3 2014Q3 202327
CIBC WORLD MARKET INC. 1710.00%0.02%0.04%Q2 2013Q2 202127
Janney Montgomery Scott LLC 2610.01%0.02%0.06%Q4 2016Q3 202327
Main Management LLC 27270.10%0.22%0.87%Q4 2015Q2 202227
CLEAR INVESTMENT RESEARCH, LLC 27270.01%0.07%0.23%Q1 2017Q3 202327
CAPTRUST FINANCIAL ADVISORS 2610.00%0.14%0.33%Q4 2013Q3 202327
THORNBURG INVESTMENT MANAGEMENT INC 1710.00%0.13%0.71%Q4 2013Q3 202326
Sageworth Trust Co 26260.06%1.68%6.72%Q2 2017Q3 202326
GenTrust, LLC 26260.02%0.05%0.10%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.00%0.08%0.32%Q2 2017Q3 202326
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 26260.00%0.00%0.01%Q4 2013Q1 202026
Lowe Wealth Advisors, LLC 26260.02%0.05%0.08%Q3 2017Q4 202326
SCOTIA CAPITAL INC. 25250.00%0.01%0.01%Q1 2016Q1 202225
BADGLEY PHELPS & BELL INC 2410.02%0.12%0.46%Q4 2014Q2 202125
Laird Norton Wetherby Wealth Management, LLC 25250.20%0.38%0.69%Q3 2017Q3 202325
BARCLAYS PLC 1220.00%0.01%0.10%Q4 2013Q1 202225
CAHABA WEALTH MANAGEMENT, INC. 25250.04%0.25%0.79%Q3 2017Q3 202325
OLD MISSION CAPITAL LLC 610.02%0.26%0.95%Q2 2015Q3 202324
TLWM 24246.90%10.48%16.00%Q4 2017Q3 202324
Atria Investments, Inc 1410.01%0.05%0.14%Q2 2015Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.06%Q4 2017Q3 202324
TODD ASSET MANAGEMENT LLC 2310.01%0.08%0.40%Q4 2014Q3 202324
Brightworth 24240.04%0.27%1.44%Q4 2016Q3 202224
DIMENSION CAPITAL MANAGEMENT LLC 24240.07%0.19%0.58%Q4 2017Q3 202324
Cadence Bank 24241.06%2.20%3.40%Q4 2017Q3 202324
Front Row Advisors LLC 24240.00%0.01%0.12%Q4 2017Q3 202324
PARK AVENUE SECURITIES LLC 1410.03%0.19%0.61%Q1 2015Q3 202324
THRIVENT FINANCIAL FOR LUTHERANS 2040.00%0.04%0.08%Q3 2017Q3 202324
Sterling Investment Advisors, Ltd. 23230.00%0.01%0.01%Q4 2016Q2 202223
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2010.02%0.19%1.02%Q4 2015Q3 202323
PRUDENTIAL FINANCIAL INC 23230.00%0.01%0.01%Q1 2018Q3 202323
Parallel Advisors, LLC 1850.00%0.00%0.01%Q2 2017Q3 202323
Cornerstone Advisors, Inc. 23230.00%0.40%1.99%Q2 2013Q4 201823
RAYMOND JAMES TRUST N.A. 23230.01%0.02%0.05%Q1 2018Q3 202323
BNP PARIBAS FINANCIAL MARKETS 1630.00%0.01%0.04%Q2 2015Q3 202323
Bedel Financial Consulting, Inc. 23230.10%0.18%0.32%Q4 2017Q2 202323
Baker Avenue Asset Management, LP 1940.01%0.09%0.23%Q1 2017Q3 202323
Roundview Capital LLC 1230.02%0.05%0.09%Q1 2017Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
Fiera Capital Corp 2020.00%0.03%0.08%Q2 2015Q4 202022
CWM, LLC 1220.00%0.00%0.00%Q1 2017Q3 202322
Valeo Financial Advisors, LLC 2110.01%0.03%0.10%Q3 2017Q1 202322
M.D. Sass, Inc. 22220.17%0.34%0.58%Q2 2018Q3 202322
Dakota Wealth Management 22220.01%0.10%0.18%Q2 2018Q3 202322
GERMAN AMERICAN BANCORP, INC. 22226.87%8.83%10.44%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
VERITY Wealth Advisors 21212.33%3.33%4.63%Q4 2018Q4 202321
CIM, LLC 21210.22%0.61%1.00%Q4 2017Q4 202221
UMB Bank, n.a. 21210.01%0.01%0.02%Q3 2018Q3 202321
Calamos Wealth Management LLC 2010.02%1.19%2.62%Q3 2017Q3 202321
Well Done, LLC 2010.00%0.12%0.74%Q1 2018Q3 202321
LFA - Lugano Financial Advisors SA 1650.02%0.03%0.05%Q2 2018Q3 202321
Sound Income Strategies, LLC 21210.00%0.00%0.01%Q4 2017Q4 202221
SIMON QUICK ADVISORS, LLC 20200.39%2.29%4.84%Q4 2018Q3 202320
Clearstead Advisors, LLC 20200.07%0.15%0.28%Q4 2018Q3 202320
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1910.00%0.02%0.25%Q3 2016Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.00%0.01%0.02%Q4 2017Q4 202220
Jaffetilchin Investment Partners, LLC 830.02%0.10%0.28%Q2 2013Q3 202320
COLONY GROUP LLC 20200.01%0.16%0.88%Q4 2018Q3 202320
Graves Light Lenhart Wealth, Inc. 20200.32%0.53%0.71%Q4 2018Q3 202320
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 20200.03%0.06%0.29%Q4 2018Q3 202320
Rehmann Capital Advisory Group 920.00%0.03%0.12%Q4 2011Q3 202320
FIRST NATIONAL BANK OF OMAHA 20200.03%0.04%0.10%Q4 2018Q3 202320
SAGE FINANCIAL GROUP INC 1510.16%0.40%1.04%Q4 2013Q3 202320
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Blue Edge Capital, LLC 10100.06%0.08%0.16%Q2 2017Q2 202220
Guidance Point Advisors, LLC 20200.09%0.16%0.22%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Longer Investments Inc. 19190.19%0.89%6.90%Q1 2014Q3 201819
MITCHELL CAPITAL MANAGEMENT CO 19190.24%0.44%0.68%Q1 2019Q3 202319
FIRST BUSINESS FINANCIAL SERVICES, INC. 1450.03%0.04%0.04%Q4 2018Q3 202319
Neuberger Berman Group LLC 1090.00%0.00%0.00%Q3 2014Q3 202319
PINNACLE ASSOCIATES LTD 19190.01%0.02%0.02%Q1 2019Q3 202319
Beaumont Financial Partners, LLC 1210.03%0.92%1.88%Q4 2015Q4 202019
QCI ASSET MANAGEMENT INC/NY 19190.01%0.04%0.09%Q1 2017Q3 202119
Rockefeller Capital Management L.P. 1810.00%0.01%0.03%Q4 2018Q3 202319
Pinnacle Wealth Management Advisory Group, LLC 19190.06%0.17%0.29%Q1 2019Q3 202319
Beacon Pointe Advisors, LLC 19190.00%0.03%0.09%Q1 2019Q3 202319
Quantitative Advantage, LLC 1450.06%2.08%4.15%Q4 2016Q1 202319
Windsor Wealth Management, Inc. 19190.04%0.09%0.23%Q1 2019Q3 202319
TRUIST FINANCIAL CORP 1410.00%0.02%0.04%Q2 2015Q3 202319
NewSquare Capital LLC 19190.00%0.68%1.90%Q2 2013Q4 201719
Claro Advisors LLC 1810.01%0.35%0.60%Q4 2018Q3 202319
Strategic Wealth Partners, Ltd. 19190.02%0.24%1.12%Q3 2018Q1 202319
Ameritas Investment Partners, Inc. 1810.00%0.00%0.00%Q4 2014Q3 201919
Financial Advisors, LLC 1630.12%0.20%0.30%Q4 2018Q3 202319
Cetera Advisor Networks LLC 1510.00%0.04%0.10%Q4 2014Q3 202319
Commonwealth Equity Services, Inc 18180.01%0.02%0.03%Q2 2013Q3 201718
Franklin, Parlapiano, Turner & Welch, LLC 750.06%0.12%0.25%Q4 2012Q1 202218
REILLY FINANCIAL ADVISORS, LLC 18180.00%0.00%0.00%Q1 2015Q2 201918
Private Capital Group, LLC 18180.00%0.01%0.01%Q4 2017Q1 202218
FIRST MIDWEST BANK TRUST DIVISION 1260.03%0.34%0.97%Q2 2017Q4 202118
Accuvest Global Advisors 1710.15%2.11%4.75%Q4 2013Q3 202018
Nuveen Asset Management, LLC 1260.00%0.01%0.06%Q3 2013Q2 202218
DUBUQUE BANK & TRUST CO 1260.00%0.15%0.53%Q4 2014Q3 202318
Simplicity Solutions, LLC 1310.01%0.03%0.05%Q1 2017Q3 202318
Belpointe Asset Management LLC 18180.02%0.02%0.05%Q2 2019Q3 202318
SVB WEALTH LLC 18180.21%0.33%0.73%Q2 2019Q3 202318
BANCORPSOUTH INC 18180.42%0.65%1.02%Q2 2013Q3 201718
TimeScale Financial, Inc. 17170.01%0.02%0.04%Q2 2019Q2 202317
Fund Evaluation Group, LLC 1610.18%0.39%0.94%Q2 2013Q3 202317
COUNTRY TRUST BANK 17170.98%1.67%2.20%Q2 2014Q2 201817
Horan Securities, Inc. 740.01%0.04%0.06%Q4 2018Q2 202317
GABLES CAPITAL MANAGEMENT INC. 17170.18%0.21%0.28%Q3 2019Q3 202317
COMERICA BANK 1610.00%0.02%0.03%Q1 2019Q3 202317
AE Wealth Management LLC 820.00%0.02%0.06%Q1 2017Q3 202317
Gs Investments, Inc. 910.00%0.00%0.00%Q3 2018Q3 202317
KEYBANK NATIONAL ASSOCIATION/OH 17170.00%0.01%0.04%Q4 2012Q4 201617
NEW YORK STATE COMMON RETIREMENT FUND 1020.00%0.05%0.10%Q4 2014Q3 202317
Texas Yale Capital Corp. 1520.02%0.07%0.11%Q2 2015Q4 201917
FINANCIAL COUNSELORS INC 1210.00%0.01%0.06%Q4 2014Q3 202317
PRIVATE TRUST CO NA 980.02%0.09%0.19%Q2 2014Q3 202317
RONALD BLUE & CO LLC 17170.06%4.83%33.87%Q2 2013Q2 201717
Private Advisor Group, LLC 910.00%0.01%0.07%Q3 2014Q2 202216
Oldfather Financial Services, LLC 16160.24%0.35%0.53%Q4 2019Q3 202316
Kore Private Wealth LLC 16160.75%1.00%1.27%Q4 2018Q3 202216
Aviance Capital Partners, LLC 630.04%0.06%0.08%Q3 2014Q1 202216
Cranbrook Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
MURPHY CAPITAL MANAGEMENT INC 710.02%0.04%0.10%Q2 2017Q2 202216
COMERICA SECURITIES,INC. 16160.02%0.10%0.21%Q4 2019Q3 202316
Sand Hill Global Advisors, LLC 16160.21%0.25%0.31%Q4 2019Q3 202316
Regal Wealth Group, Inc. 1240.04%0.09%0.15%Q4 2015Q1 202116
Procyon Advisors, LLC 16160.08%0.12%0.18%Q4 2019Q3 202316
Chicago Partners Investment Group LLC 740.00%0.02%0.04%Q3 2017Q3 202316
Baystate Wealth Management LLC 910.00%0.47%1.29%Q2 2013Q3 202316
CUMBERLAND ADVISORS INC 1211.17%3.16%5.24%Q2 2013Q3 202316
Column Capital Advisors, LLC 16161.47%2.33%6.29%Q4 2019Q3 202316
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 16160.07%0.15%0.23%Q3 2018Q2 202216
DOWLING & YAHNKE LLC 1150.04%0.08%0.11%Q4 2014Q3 202216
Tolleson Wealth Management, Inc. 16160.20%1.41%4.73%Q4 2018Q3 202216
SOL Capital Management CO 640.04%0.06%0.08%Q2 2017Q4 202116
Hugh Johnson Advisors LLC 16160.07%2.70%3.99%Q3 2013Q2 201716
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
Forward Management, LLC 16160.03%0.66%1.62%Q4 2014Q3 201816
Marquette Asset Management, LLC 16160.00%0.00%0.00%Q1 2019Q4 202216
BOSTON ADVISORS LLC 16160.01%0.18%0.63%Q4 2015Q3 201916
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.03%0.12%Q4 2019Q3 202316
Berman Capital Advisors, LLC 16160.22%0.41%0.73%Q4 2017Q3 202116
MONTAG A & ASSOCIATES INC 16160.01%0.02%0.02%Q4 2019Q3 202316
Wealthspire Advisors, LLC 1150.00%0.01%0.02%Q4 2018Q1 202316
CREDIT SUISSE AG/ 1230.00%0.00%0.00%Q1 2013Q2 202215
SENTINEL TRUST CO LBA 15150.22%2.14%3.53%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.02%0.02%Q1 2020Q3 202315
Patriot Financial Group Insurance Agency, LLC 510.00%0.01%0.03%Q1 2017Q2 202215
HOWLAND CAPITAL MANAGEMENT LLC 15150.01%0.33%4.42%Q1 2020Q3 202315
Avalon Investment & Advisory 960.01%0.01%0.03%Q4 2018Q1 202315
Advisor Group, Inc. 15150.01%0.01%0.04%Q2 2016Q4 201915
Shamrock Asset Management LLC 15150.00%0.00%0.00%Q1 2014Q3 201715
Bison Wealth, LLC 15150.10%0.14%0.19%Q4 2018Q2 202215
Moneda S.A. Administradora General de Fondos 15150.39%1.38%6.07%Q4 2019Q2 202315
CPWM, LLC 15150.03%0.09%0.15%Q1 2019Q3 202215
HANTZ FINANCIAL SERVICES, INC. 15150.02%0.03%0.04%Q1 2020Q3 202315
Asset Planning Services, Ltd. 15150.01%0.02%0.02%Q2 2015Q4 201815
THOMAS WHITE INTERNATIONAL LTD 610.01%0.35%3.15%Q4 2017Q2 202315
FIRST HAWAIIAN BANK 1410.06%0.10%0.20%Q4 2019Q3 202315
BB&T SECURITIES, LLC 410.00%0.01%0.03%Q2 2013Q3 201915
TWIN FOCUS CAPITAL PARTNERS, LLC 1050.12%0.29%0.56%Q4 2018Q1 202315
Cetera Advisors LLC 410.00%0.03%0.11%Q4 2013Q2 202315
Global Retirement Partners, LLC 710.00%0.10%0.29%Q4 2018Q3 202315
COMERICA SECURITIES INC 15150.18%0.51%0.96%Q2 2013Q4 201615
Graypoint LLC 15150.13%0.20%0.33%Q1 2020Q3 202315
SEI INVESTMENTS CO 1110.00%0.00%0.00%Q4 2015Q3 202315
MONETA GROUP INVESTMENT ADVISORS LLC 15150.05%0.37%2.89%Q1 2020Q3 202315
Apella Capital, LLC 1230.33%1.12%2.23%Q1 2020Q4 202315
Wealthspire Advisors, L.P. 1410.00%0.00%0.02%Q4 2015Q3 202015
CKW FINANCIAL GROUP 15150.00%0.23%2.59%Q1 2020Q3 202315
New England Professional Planning Group Inc. 15150.31%0.40%0.64%Q1 2020Q3 202315
Mascoma Wealth Management LLC 1220.07%0.10%0.14%Q2 2019Q3 202314
Edge Capital Group, LLC 1040.02%0.10%0.23%Q4 2018Q3 202314
HIGHLAND CAPITAL MANAGEMENT, LLC 1220.01%0.11%0.15%Q2 2015Q3 202314
Advisory Resource Group 14140.76%2.93%8.21%Q4 2018Q1 202214
FIRST CITIZENS BANK & TRUST CO 860.01%0.02%0.03%Q1 2020Q3 202314
BANK OF MONTREAL /CAN/ 710.00%0.00%0.00%Q2 2013Q3 202314
Parker Investment Management, LLC 14140.05%0.08%0.11%Q3 2016Q4 201914
Hudock, Inc. 14140.00%0.02%0.06%Q3 2018Q4 202114
Polen Capital Management 1010.00%0.02%0.06%Q4 2019Q3 202314
Cresset Asset Management, LLC 860.00%0.03%0.07%Q4 2018Q3 202314
Loudon Investment Management, LLC 14140.18%0.23%0.26%Q2 2020Q3 202314
Cerity Partners LLC 810.00%0.08%0.22%Q4 2018Q3 202314
Patten Group, Inc. 14140.00%0.00%0.00%Q3 2015Q4 201814
SCHRODER INVESTMENT MANAGEMENT GROUP 720.00%0.04%0.07%Q3 2014Q3 202314
Lehman & Derafelo Financial Resources LLC 1220.03%0.04%0.05%Q4 2018Q3 202214
SUNTRUST BANKS INC 14140.00%0.00%0.01%Q3 2015Q4 201814
TWO SIGMA SECURITIES, LLC 410.00%0.13%1.48%Q3 2015Q3 202313
Brickley Wealth Management 760.06%0.10%0.16%Q3 2018Q4 202113
Clark Capital Management Group, Inc. 510.00%0.15%0.74%Q2 2013Q4 202213
Horizon Investments, LLC 610.00%5.51%12.96%Q4 2013Q2 202313
Personal Capital Advisors Corp 13130.00%0.00%0.00%Q4 2019Q4 202213
HBK Sorce Advisory LLC 720.01%0.06%0.30%Q2 2018Q3 202313
Westwind Capital 940.06%0.07%0.09%Q4 2017Q3 202313
Bogart Wealth, LLC 13130.00%0.00%0.02%Q3 2020Q3 202313
Perigon Wealth Management, LLC 610.00%0.01%0.03%Q3 2011Q3 202313
Magnus Financial Group LLC 13130.04%0.11%0.19%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.02%0.03%0.05%Q3 2020Q3 202313
Wealth CMT 761.06%2.10%5.62%Q4 2019Q1 202313
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1010.00%0.05%0.10%Q2 2013Q2 202313
Simmons Bank 1120.02%0.03%0.12%Q4 2019Q1 202313
NovaPoint Capital, LLC 720.08%0.11%0.21%Q4 2019Q3 202313
Steward Partners Investment Advisory, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.04%0.12%Q3 2020Q3 202313
Ancora Advisors LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Cutler Group LLC / CA 310.00%0.00%0.01%Q4 2015Q4 202213
Oakworth Capital, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
BRANDES INVESTMENT PARTNERS, LP 610.01%0.18%0.68%Q4 2013Q4 202013
CONNABLE OFFICE INC 410.03%0.19%0.63%Q1 2016Q2 202312
Aaron Wealth Advisors LLC 12120.62%1.49%2.67%Q4 2020Q3 202312
BOK Financial Private Wealth, Inc. 660.00%0.06%0.15%Q4 2018Q3 202312
Beta Wealth Group, Inc. 12121.46%1.85%2.30%Q4 2020Q3 202312
OAK FAMILY ADVISORS, LLC 12120.72%0.83%1.03%Q4 2020Q3 202312
EDMOND DE ROTHSCHILD HOLDING S.A. 12120.00%0.00%0.00%Q4 2020Q3 202312
Calamos Advisors LLC 750.00%0.01%0.01%Q4 2018Q3 202312
IEQ CAPITAL, LLC 1110.02%0.05%0.09%Q4 2019Q3 202312
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q1 2016Q3 202212
Madison Asset Management, LLC 12120.00%0.03%0.10%Q4 2020Q3 202312
SCHAFER CULLEN CAPITAL MANAGEMENT INC 410.00%0.26%1.38%Q4 2016Q4 202012
MOTCO 12120.00%0.00%0.01%Q4 2020Q3 202312
Moisand Fitzgerald Tamayo, LLC 1020.02%0.03%0.04%Q4 2015Q4 201912
SHELTON CAPITAL MANAGEMENT 310.01%0.04%0.11%Q4 2016Q1 202312
GREENLEAF TRUST 12120.13%0.18%0.22%Q1 2014Q4 201612
RiverFront Investment Group, LLC 12120.52%0.91%2.30%Q1 2011Q4 201312
JENNISON ASSOCIATES LLC 930.00%0.00%0.01%Q3 2020Q3 202312
Country Club Trust Company, n.a. 510.02%0.15%0.33%Q4 2014Q4 202112
QS Investors, LLC 410.00%0.02%0.06%Q4 2014Q4 202012
CITY HOLDING CO 12120.02%0.03%0.04%Q4 2020Q3 202312
SUMMIT FINANCIAL GROUP, INC. 12120.10%0.24%0.42%Q4 2020Q3 202312
Acorn Wealth Advisors, LLC 12120.32%0.49%0.69%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.03%Q2 2013Q1 201612
B. Riley Financial, Inc. 12120.13%0.20%0.38%Q4 2015Q3 201812
DB Wealth Management Group, LLC 12120.02%0.21%0.48%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 610.11%0.16%0.23%Q4 2019Q1 202312
Charter Oak Capital Management, LLC 12120.88%1.07%1.23%Q4 2020Q3 202312
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q3 2013Q1 202012
HSBC HOLDINGS PLC 12120.01%0.01%0.02%Q1 2018Q4 202012
WEBSTER BANK, N. A. 12120.11%0.13%0.15%Q4 2020Q3 202312
HARDING LOEVNER LP 510.00%0.08%0.28%Q4 2015Q4 202211
LEVEL FOUR ADVISORY SERVICES, LLC 740.02%0.02%0.02%Q4 2020Q3 202311
CIBC Private Wealth Group, LLC 410.00%0.00%0.01%Q1 2019Q3 202311
SCS Capital Management LLC 11110.02%0.07%0.26%Q2 2013Q4 201511
CORBETT ROAD CAPITAL MANAGEMENT, LLC 11110.54%1.71%3.16%Q4 2019Q2 202211
MARIETTA INVESTMENT PARTNERS LLC 11110.14%0.21%0.24%Q2 2013Q4 201511
Ausdal Financial Partners, Inc. 720.03%1.11%3.59%Q1 2016Q2 202211
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.07%0.20%Q1 2021Q3 202311
PARAMETRIC PORTFOLIO ASSOCIATES LLC 310.00%0.00%0.01%Q4 2015Q1 202211
BRIGHTON JONES LLC 11110.04%0.08%0.10%Q2 2013Q4 201511
Epstein & White Financial LLC 11110.11%3.09%7.24%Q4 2018Q2 202111
Ranch Capital Advisors Inc. 11110.25%0.36%0.44%Q2 2020Q4 202211
Sierra Capital LLC 11110.49%0.57%0.68%Q1 2021Q3 202311
PHILLIPS FINANCIAL MANAGEMENT, LLC 510.04%0.08%0.14%Q3 2014Q3 202311
BlackRock Institutional Trust Company, N.A. 11110.00%0.00%0.02%Q2 2013Q4 201511
NEXT Financial Group, Inc 430.00%0.19%0.86%Q3 2014Q4 202111
Spire Wealth Management 11110.54%0.63%0.71%Q1 2021Q3 202311
HM PAYSON & CO 710.00%0.01%0.05%Q1 2017Q3 202311
Frank, Rimerman Advisors LLC 740.06%0.09%0.12%Q4 2020Q3 202311
COLTON GROOME FINANCIAL ADVISORS, LLC 11110.16%0.49%2.13%Q1 2021Q3 202311
West Branch Capital LLC 10100.03%0.03%0.04%Q2 2021Q3 202310
CNB Bank 10100.03%0.22%0.43%Q1 2018Q2 202010
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
CAPE COD FIVE CENTS SAVINGS BANK 10100.05%0.10%0.16%Q2 2013Q3 201510
Sandy Spring Bank 510.00%0.00%0.00%Q3 2015Q1 202210
Virtu KCG Holdings LLC 610.00%0.03%0.10%Q4 2013Q2 201710
MID CONTINENT CAPITAL LLC/IL 10100.05%0.08%0.10%Q2 2013Q3 201510
PHILADELPHIA TRUST CO 10100.04%0.04%0.04%Q2 2021Q3 202310
First National Bank of Hutchinson 10100.15%0.27%0.41%Q2 2021Q3 202310
Renaissance Technologies 310.00%0.00%0.01%Q1 2018Q2 202310
Wealthcare Advisory Partners LLC 910.00%0.01%0.02%Q1 2018Q1 202110
Summit Financial Strategies, Inc. 10100.05%0.06%0.07%Q2 2021Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 910.00%0.00%0.03%Q2 2016Q1 202210
ATLAS CAPITAL ADVISORS LLC 10100.00%0.01%0.01%Q1 2018Q2 202010
HRT FINANCIAL LP 410.00%0.01%0.03%Q2 2019Q3 202310
Brown Advisory Securities, LLC 10100.08%0.14%0.25%Q2 2018Q3 202010
C M BIDWELL & ASSOCIATES LTD 10102.12%2.29%2.39%Q2 2021Q3 202310
Accel Wealth Management 10100.00%0.00%0.00%Q4 2020Q1 202310
Carnegie Capital Asset Management, LLC 910.02%0.08%0.13%Q2 2014Q3 201810
ASSETMARK, INC 510.00%0.26%0.69%Q3 2013Q3 202310
CITIZENS & NORTHERN CORP 10100.28%0.34%0.38%Q2 2016Q3 201810
ALLIANCEBERNSTEIN L.P. 710.00%0.00%0.01%Q3 2017Q3 20239
Badgley Phelps Wealth Managers, LLC 990.01%0.02%0.04%Q3 2021Q3 20239
AdvisorNet Financial, Inc 990.00%0.01%0.01%Q4 2017Q4 20199
Sigma Planning Corp 990.01%0.01%0.01%Q4 2020Q4 20229
Perella Weinberg Partners Capital Management LP 630.04%0.09%0.20%Q4 2016Q2 20199
Fisher Asset Management, LLC 310.00%0.00%0.00%Q2 2016Q2 20219
Alpha Cubed Investments, LLC 990.03%0.10%0.20%Q1 2020Q1 20229
MANAGED ACCOUNT ADVISORS LLC 990.01%0.04%0.19%Q2 2013Q2 20159
HighTower Trust Company, N.A. 810.07%0.16%0.25%Q4 2016Q2 20229
PALLADIUM PARTNERS LLC 990.02%0.02%0.02%Q2 2013Q2 20159
FOSTER DYKEMA CABOT & CO INC/MA 990.08%0.09%0.10%Q4 2017Q4 20199
WASHINGTON CAPITAL MANAGEMENT, INC 991.53%1.65%1.86%Q3 2021Q3 20239
Fortress Wealth Group, LLC 990.53%2.64%9.04%Q2 2021Q2 20239
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 990.03%0.04%0.05%Q4 2016Q4 20189
Polaris Wealth Advisory Group, LLC 990.12%1.97%5.14%Q4 2013Q4 20159
FLAGSTAR ADVISORS INC 990.09%0.11%0.12%Q3 2021Q3 20239
Lido Advisors, LLC 630.03%0.10%0.20%Q3 2017Q3 20239
Faithward Advisors, LLC 990.02%0.02%0.02%Q3 2021Q3 20239
Dentgroup LLC 993.23%4.14%5.57%Q4 2021Q4 20239
SYM FINANCIAL Corp 990.00%0.00%0.01%Q3 2021Q3 20239
Sanford Advisory Services, LLC 990.19%0.36%0.44%Q4 2020Q4 20229
Cornerstone Wealth Group, LLC 991.30%1.57%2.66%Q2 2020Q2 20229
GRAY FINANCIAL GROUP /GA /ADV /ADV 991.32%2.91%4.94%Q4 2014Q4 20169
WOLFF WIESE MAGANA LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Destiny Wealth Partners, LLC 990.01%0.04%0.07%Q4 2020Q4 20229
BlackRock Investment Management, LLC 990.00%0.01%0.08%Q4 2014Q4 20169
Rain Capital Management, LLC 990.01%0.02%0.02%Q3 2021Q3 20239
Prime Capital Investment Advisors, LLC 990.01%0.19%0.54%Q3 2021Q3 20239
Trust Co 880.00%0.34%1.25%Q4 2021Q3 20238
AVANTAX ADVISORY SERVICES, INC. 880.00%0.01%0.01%Q2 2021Q1 20238
FourThought Financial, LLC 880.14%0.18%0.21%Q4 2020Q3 20228
CASTLEARK MANAGEMENT LLC 880.31%0.35%0.56%Q4 2021Q3 20238
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.01%Q2 2014Q2 20238
FIDUCIENT ADVISORS LLC 880.61%0.91%1.36%Q1 2018Q4 20198
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.01%0.06%0.18%Q4 2021Q3 20238
ICC CAPITAL MANAGEMENT INC/ 880.00%0.00%0.01%Q2 2013Q1 20158
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
PGIM Custom Harvest LLC 440.02%0.20%0.53%Q4 2020Q3 20238
City State Bank 880.00%0.00%0.00%Q4 2021Q3 20238
Astoria Strategic Wealth, Inc. 880.73%0.81%0.93%Q4 2021Q3 20238
CULLEN/FROST BANKERS, INC. 610.00%0.00%0.00%Q4 2019Q3 20238
NISA INVESTMENT ADVISORS, LLC 880.02%0.04%0.05%Q4 2021Q3 20238
SG Americas Securities, LLC 610.00%0.27%0.82%Q2 2015Q2 20188
HAYS ADVISORY LLC 880.16%0.66%1.18%Q4 2016Q3 20188
Advisors Capital Management, LLC 510.01%0.32%0.61%Q4 2018Q4 20228
Barrett Asset Management, LLC 880.02%0.03%0.03%Q2 2020Q1 20228
Private Ocean, LLC 880.08%0.10%0.11%Q4 2013Q3 20158
DEARBORN CAPITAL MANAGEMENT LLC 886.15%7.20%8.99%Q4 2016Q3 20188
CHATHAM CAPITAL GROUP, INC. 880.18%0.21%0.30%Q1 2015Q4 20168
Eagle Strategies LLC 880.08%0.11%0.15%Q4 2021Q3 20238
Bank of Kentucky, Inc. 880.06%0.07%0.08%Q2 2013Q1 20158
OAK HARBOR WEALTH PARTNERS, LLC 880.02%0.06%0.11%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.08%0.11%0.15%Q4 2021Q3 20238
Stone House Investment Management, LLC 880.16%0.57%1.78%Q2 2020Q1 20228
Red Tortoise LLC 441.35%1.48%1.68%Q3 2021Q3 20238
Executive Wealth Management, LLC 530.02%0.42%1.09%Q4 2018Q1 20228
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 510.00%0.01%0.03%Q4 2017Q4 20228
AGF Investments LLC 880.00%0.00%0.00%Q1 2018Q4 20198
Glovista Investments LLC 320.12%1.05%2.17%Q2 2019Q1 20228
Psagot Value Holdings Ltd. 880.02%0.06%0.14%Q4 2019Q3 20218
Goodwin Investment Advisory 880.03%0.04%0.05%Q4 2020Q3 20228
Virtu Financial LLC 310.02%0.04%0.12%Q2 2015Q4 20198
DRW Securities, LLC 310.07%0.43%0.93%Q1 2019Q3 20238
Quantitative Investment Management, LLC 510.08%0.19%0.55%Q3 2020Q2 20238
Operose Advisors LLC 880.07%0.09%0.11%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.06%0.07%0.08%Q4 2021Q3 20238
Summit Trail Advisors, LLC 710.00%0.04%0.07%Q4 2017Q3 20238
9258 Wealth Management, LLC 880.11%0.15%0.23%Q4 2021Q3 20238
Unconventional Investor, LLC 880.57%0.65%0.77%Q4 2021Q3 20238
HAZLETT, BURT & WATSON, INC. 770.04%0.08%0.16%Q1 2022Q3 20237
FOUNDERS FINANCIAL SECURITIES LLC 310.49%4.11%6.65%Q1 2014Q3 20197
Crescent Grove Advisors, LLC 520.02%0.03%0.04%Q1 2021Q3 20237
Kovitz Investment Group Partners, LLC 410.00%0.01%0.01%Q1 2019Q2 20237
MITCHELL SINKLER & STARR/PA 610.06%0.21%0.24%Q2 2013Q1 20157
Avantax Planning Partners, Inc. 770.01%0.01%0.02%Q3 2020Q1 20227
OLD NATIONAL BANCORP /IN/ 610.00%0.01%0.02%Q1 2015Q3 20237
CMH Wealth Management LLC 430.30%2.06%3.35%Q2 2018Q3 20237
GYL FINANCIAL SYNERGIES, LLC 770.13%0.21%0.44%Q4 2018Q2 20207
John W. Brooker & Co., CPAs 770.00%0.00%0.02%Q1 2021Q3 20227
Surevest, LLC 773.35%4.32%5.27%Q1 2021Q3 20227
Avidian Wealth Solutions, LLC 770.01%0.02%0.02%Q3 2021Q1 20237
MUFG Americas Holdings Corp 320.00%0.00%0.01%Q3 2015Q3 20227
FDx Advisors, Inc. 210.01%0.08%0.18%Q1 2014Q1 20237
RENAISSANCE GROUP LLC 210.01%0.11%0.31%Q4 2013Q4 20187
SSI INVESTMENT MANAGEMENT LLC 610.08%0.22%0.33%Q4 2019Q3 20217
SAXON INTERESTS, INC. 770.15%0.39%0.58%Q4 2021Q2 20237
WealthShield Partners, LLC 410.00%0.03%0.04%Q2 2021Q3 20237
Sterling Manor Financial, LLC 770.26%2.07%3.03%Q4 2020Q2 20227
RPg Family Wealth Advisory, LLC 770.01%0.34%0.60%Q2 2017Q4 20187
CREATIVE FINANCIAL DESIGNS INC /ADV 770.01%0.01%0.01%Q1 2017Q3 20187
Fiduciary Trust Co International of Pennsylvania 210.94%1.57%2.40%Q1 2017Q1 20207
Wellesley Investment Partners, LLC 770.10%0.11%0.12%Q1 2019Q3 20207
Cribstone Capital Management, LLC 770.00%0.00%0.00%Q3 2017Q1 20197
Waverly Advisors, LLC 610.02%0.02%0.03%Q2 2018Q1 20227
Edge Advisors, LLC 770.13%0.19%0.25%Q4 2016Q2 20187
Newbridge Financial Services Group, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
RESTON WEALTH MANAGEMENT LLC 770.13%0.15%0.15%Q1 2021Q3 20227
Blue Chip Partners, LLC 610.02%0.08%0.10%Q4 2018Q3 20227
Versant Capital Management, Inc 770.00%0.00%0.00%Q2 2022Q4 20237
BlackRock Fund Advisors 770.00%0.00%0.01%Q2 2015Q4 20167
Qube Research & Technologies Ltd 210.00%0.00%0.01%Q2 2020Q3 20237
Nicholas Hoffman & Company, LLC. 770.01%0.07%0.14%Q1 2021Q3 20227
Balentine LLC 610.00%0.00%0.01%Q4 2015Q3 20237
Cobble Hill Financial Services, INC 770.68%2.10%3.13%Q1 2013Q3 20147
Cranberry Lake Advisors LLC 770.52%1.31%2.17%Q2 2013Q4 20147
First Allied Advisory Services, Inc. 510.00%0.02%0.03%Q1 2016Q3 20197
WFG Advisors, LP 770.00%0.01%0.01%Q2 2013Q4 20147
ICONIQ Capital, LLC 770.05%0.15%0.19%Q4 2014Q2 20167
Placemark Investments, Inc. 770.08%0.13%0.18%Q2 2013Q4 20147
Rockbridge Investment Management, LCC 770.00%0.01%0.01%Q2 2020Q4 20217
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.01%Q4 2020Q4 20227
FCG ADVISORS, LLC 770.11%0.41%0.57%Q4 2018Q2 20207
COUNTRY CLUB BANK /GFN 770.02%0.04%0.04%Q1 2022Q3 20237
Mosaic Family Wealth, LLC 520.00%0.01%0.02%Q1 2017Q4 20187
NOESIS CAPITAL MANGEMENT CORP 770.06%0.07%0.07%Q2 2021Q4 20227
Relative Value Partners Group, LLC 660.02%0.04%0.05%Q2 2022Q3 20236
Capital Directions Investment Advisors, LLC 660.04%0.04%0.05%Q1 2014Q2 20156
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
Hansberger Growth Investors, LP 210.35%1.53%4.90%Q4 2015Q1 20206
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
NorthCoast Asset Management LLC 410.01%0.01%0.02%Q4 2018Q3 20216
BENJAMIN F. EDWARDS & COMPANY, INC. 510.75%1.04%1.32%Q3 2014Q3 20186
B. Riley Wealth Management, Inc. 660.08%0.13%0.16%Q4 2018Q1 20206
Southern Wealth Management, LLP 510.12%0.95%3.20%Q1 2020Q1 20236
Lehman Financial Resources, Inc. 660.04%0.05%0.05%Q2 2014Q3 20156
Select Asset Management & Trust 660.31%0.47%0.69%Q1 2021Q2 20226
CONFLUENCE INVESTMENT MANAGEMENT LLC 510.09%0.12%0.16%Q3 2014Q3 20186
Lenox Wealth Advisors, LLC 660.00%0.01%0.01%Q4 2020Q1 20226
Sageworth Trust Co of South Dakota 663.49%6.30%8.16%Q2 2022Q3 20236
American Financial Network Advisory Services LLC 660.14%0.20%0.34%Q3 2017Q4 20186
Merit Financial Group, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
ENCOMPASS WEALTH ADVISORS, LLC 660.20%0.25%0.30%Q2 2022Q3 20236
Connectus Wealth, LLC 660.02%0.09%0.12%Q2 2022Q3 20236
Banco Santander, S.A. 660.01%0.01%0.01%Q2 2022Q3 20236
Jordan Park Group LLC 660.04%0.04%0.05%Q4 2021Q1 20236
CAMBRIDGE TRUST CO 510.01%0.02%0.03%Q2 2016Q1 20226
SPC Financial, Inc. 510.06%0.23%0.44%Q4 2021Q3 20236
CAHILL FINANCIAL ADVISORS INC 510.02%0.07%0.09%Q3 2021Q3 20236
Blue Trust, Inc. 660.16%0.27%0.40%Q2 2022Q3 20236
MCKINLEY CAPITAL MANAGEMENT LLC 310.00%0.01%0.04%Q3 2017Q4 20226
Savant Capital, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
TD Capital Management LLC 660.00%0.00%0.01%Q2 2013Q3 20146
Bensler, LLC 420.04%0.05%0.05%Q1 2022Q3 20236
Galvin, Gaustad & Stein, LLC 660.02%0.02%0.03%Q4 2020Q1 20226
TCI Wealth Advisors, Inc. 660.00%0.00%0.00%Q3 2018Q4 20196
EAGLE ROCK INVESTMENT COMPANY, LLC 660.15%0.16%0.16%Q2 2022Q3 20236
Geneos Wealth Management Inc. 420.00%0.00%0.00%Q3 2017Q2 20196
BOSTON FINANCIAL MANGEMENT LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Dorsey Wright & Associates 110.10%0.35%0.74%Q4 2018Q4 20225
Steward Financial Group LLC 320.00%0.01%0.01%Q4 2021Q3 20235
LaFleur & Godfrey LLC 550.04%0.06%0.07%Q1 2018Q1 20195
CAPITAL ONE FINANCIAL CORP 550.04%0.30%0.47%Q4 2020Q4 20215
COLUMBIA CAPITAL LLC 553.87%4.50%4.80%Q2 2013Q2 20145
HB Wealth Management, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
SRS Capital Advisors, Inc. 550.02%0.02%0.02%Q3 2022Q3 20235
Heritage Wealth Advisors 550.01%0.46%0.58%Q3 2022Q3 20235
55I, LLC 550.01%0.03%0.08%Q3 2021Q3 20225
WealthBridge Capital Management, LLC 550.19%0.25%0.32%Q4 2018Q4 20195
MASSMUTUAL TRUST CO FSB/ADV 550.00%0.03%0.09%Q4 2022Q4 20235
Hexagon Capital Partners LLC 550.01%0.01%0.01%Q3 2022Q3 20235
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.00%0.00%0.00%Q2 2013Q2 20145
New England Investment & Retirement Group, Inc. 551.47%2.35%4.27%Q3 2020Q3 20215
Plante Moran Financial Advisors, LLC 410.02%0.02%0.04%Q3 2014Q4 20155
ADVANTAGE INVESTMENT MANAGEMENT, LLC 320.02%0.15%0.37%Q4 2014Q2 20165
Verition Fund Management LLC 320.04%0.48%2.20%Q1 2016Q1 20185
MSI Financial Services Inc 550.01%0.01%0.02%Q4 2015Q4 20165
Live Your Vision, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
FINANCIAL CONSULATE, INC 550.08%0.09%0.09%Q1 2021Q1 20225
CETERA INVESTMENT MANAGEMENT LLC 550.12%0.33%0.54%Q1 2016Q1 20175
People's United Financial, Inc. 550.00%0.01%0.01%Q2 2016Q2 20175
EPG Wealth Management LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Ballentine Partners, LLC 320.00%0.04%0.09%Q1 2016Q3 20235
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 550.03%1.12%1.42%Q3 2022Q3 20235
SOUTH TEXAS MONEY MANAGEMENT LTD 550.05%0.16%0.30%Q3 2018Q3 20195
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.54%0.68%1.16%Q1 2020Q1 20215
State of Wyoming 310.00%0.01%0.07%Q1 2021Q3 20235
TOWNSQUARE CAPITAL LLC 410.01%0.05%0.07%Q2 2022Q3 20235
Equitable Holdings, Inc. 410.02%0.02%0.02%Q2 2022Q3 20235
Allianz Asset Management GmbH 550.00%0.00%0.00%Q2 2015Q2 20165
CERTUITY, LLC 550.27%0.34%0.45%Q3 2022Q3 20235
Almanack Investment Partners, LLC. 310.02%0.03%0.05%Q2 2019Q3 20225
FIL Ltd 410.01%0.02%0.04%Q1 2020Q1 20225
Gradient Investments LLC 410.00%0.00%0.00%Q4 2013Q3 20235
Mader & Shannon Wealth Management, Inc. 316.49%7.74%11.28%Q1 2017Q2 20235
Atria Wealth Solutions, Inc. 550.01%0.02%0.03%Q1 2022Q1 20235
Savior LLC 550.01%0.03%0.06%Q3 2022Q3 20235
FIRST HORIZON CORP 410.01%0.07%0.29%Q2 2013Q2 20215
PEAPACK GLADSTONE FINANCIAL CORP 550.01%0.01%0.01%Q3 2022Q3 20235
Mill Creek Capital Advisors, LLC 440.56%0.63%0.70%Q4 2022Q3 20234
SlateStone Wealth, LLC 440.21%0.37%0.52%Q1 2019Q4 20194
RHUMBLINE ADVISERS 440.01%0.07%0.14%Q4 2022Q3 20234
Washington Trust Advisors, Inc. 440.02%0.02%0.02%Q4 2021Q3 20224
Gerstein Fisher 440.03%0.03%0.04%Q1 2015Q4 20154
SUN LIFE FINANCIAL INC 440.01%0.05%0.17%Q4 2015Q3 20164
Argentus Capital Management, LLC 440.00%0.00%0.01%Q4 2015Q3 20164
Corient Private Wealth LLC 440.04%0.04%0.05%Q4 2022Q3 20234
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 440.01%0.06%0.08%Q3 2017Q2 20184
Squarepoint Ops LLC 310.00%0.01%0.01%Q3 2022Q3 20234
Next Capital Management LLC 440.06%0.11%0.25%Q4 2018Q3 20194
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.31%0.32%0.34%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.03%0.04%0.08%Q4 2022Q3 20234
Marks Group Wealth Management, Inc 440.07%0.08%0.08%Q4 2022Q3 20234
Full Sail Capital, LLC 440.06%0.08%0.09%Q1 2019Q4 20194
CABANA LLC 440.23%2.25%3.92%Q4 2017Q3 20184
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
Vident Investment Advisory, LLC 310.01%0.01%0.02%Q2 2022Q2 20234
HARVEST CAPITAL MANAGEMENT INC 440.48%5.43%7.22%Q3 2018Q2 20194
Allworth Financial LP 440.00%0.00%0.00%Q4 2022Q3 20234
Bragg Financial Advisors, Inc 440.01%0.01%0.01%Q4 2022Q3 20234
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
Cetera Investment Advisers 440.01%0.01%0.01%Q4 2022Q3 20234
PETREDIS INVESTMENT ADVISORS LLC 440.12%0.13%0.15%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 440.07%0.24%0.43%Q4 2022Q3 20234
Destination Wealth Management 440.00%0.01%0.01%Q2 2017Q1 20184
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Trexquant Investment LP 310.02%0.04%0.08%Q1 2020Q1 20224
Independent Advisor Alliance 440.01%0.01%0.01%Q2 2021Q1 20224
TRUE Private Wealth Advisors 440.16%0.21%0.35%Q1 2019Q4 20194
AMJ Financial Wealth Management 440.13%0.30%0.48%Q4 2022Q3 20234
Annandale Capital, LLC 440.11%0.13%0.14%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.07%0.10%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.25%0.29%0.30%Q1 2021Q4 20214
ROVIN CAPITAL /UT/ /ADV 440.70%0.77%0.87%Q4 2022Q3 20234
TORONTO DOMINION BANK 440.00%0.01%0.03%Q3 2022Q2 20234
Mayflower Financial Advisors, LLC 440.22%0.24%0.26%Q4 2022Q3 20234
Cleary Gull Holdings Inc. 444.67%13.32%22.15%Q2 2015Q1 20164
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q2 2020Q1 20234
Independence Bank of Kentucky 440.01%0.01%0.01%Q3 2021Q2 20224
Lee Financial Co 440.01%0.02%0.02%Q4 2022Q3 20234
HERITAGE WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Crescent Capital Consulting, LLC 440.04%1.05%2.37%Q1 2021Q4 20214
Grove Bank & Trust 440.01%0.01%0.01%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.22%0.24%0.25%Q4 2022Q3 20234
Avestar Capital, LLC 440.09%0.29%0.84%Q4 2022Q3 20234
STRATEGIC CAPITAL ADVISERS, INC. 440.39%0.48%0.55%Q4 2017Q3 20184
Royal Harbor Partners, LLC 221.53%3.72%5.00%Q3 2020Q2 20234
Wealth Alliance 210.07%0.13%0.17%Q1 2020Q2 20224
BRINKER CAPITAL INC 110.01%0.16%0.47%Q4 2015Q1 20204
Arlington Partners LLC 440.02%0.03%0.03%Q1 2019Q4 20194
Harel Insurance Investments & Financial Services Ltd. 310.01%0.03%0.04%Q2 2016Q3 20174
Evercore Wealth Management, LLC 210.00%0.00%0.01%Q2 2015Q4 20174
UNITED BANK 440.10%0.10%0.11%Q4 2022Q3 20234
Financial Council Asset Management Inc 441.22%1.70%1.94%Q4 2022Q3 20234
REGIMEN WEALTH, LLC 440.14%0.16%0.22%Q4 2022Q3 20234
Salient Private Client, LLC 440.21%0.38%0.83%Q4 2017Q3 20184
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
Cassaday & Co Wealth Management LLC 440.04%0.04%0.04%Q4 2022Q3 20234
STRS OHIO 440.03%0.04%0.04%Q1 2020Q4 20204
FIDUCIARY TRUST INTERNATIONAL LLC 310.12%0.18%0.28%Q2 2013Q4 20154
HANSEATIC MANAGEMENT SERVICES INC 440.01%0.01%0.01%Q2 2018Q1 20194
Financial Gravity Asset Management, Inc. 210.00%0.02%0.02%Q3 2018Q3 20234
ROPES WEALTH ADVISORS LLC 440.02%0.02%0.03%Q1 2018Q4 20184
NEIRG Wealth Management, LLC 330.11%0.15%0.17%Q4 2022Q2 20233
Meridian Wealth Management, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
U.S. Capital Wealth Advisors, LLC 210.01%0.01%0.01%Q4 2022Q3 20233
BTC Capital Management, Inc. 210.05%0.18%0.25%Q3 2015Q4 20163
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.00%0.00%Q1 2017Q2 20233
ANGELES WEALTH MANAGEMENT, LLC 330.03%0.03%0.04%Q1 2022Q3 20223
Guidant Wealth Advisors 330.02%0.02%0.02%Q1 2019Q3 20193
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
Security National Bank 330.06%0.06%0.07%Q1 2023Q3 20233
ABLE Financial Group, LLC 330.32%0.37%0.44%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
Stratos Wealth Advisors, LLC 330.02%0.02%0.02%Q1 2022Q3 20223
GREENWOOD CAPITAL ASSOCIATES LLC 210.05%0.06%0.09%Q4 2021Q4 20223
Clarius Group, LLC 210.22%0.26%0.33%Q4 2015Q3 20223
TOTH FINANCIAL ADVISORY CORP 330.00%0.00%0.00%Q1 2023Q3 20233
South Shore Capital Advisors 330.39%0.41%0.44%Q4 2021Q2 20223
Choate Investment Advisors 330.01%0.02%0.02%Q2 2021Q4 20213
Watson Rebecca 210.12%0.13%0.14%Q4 2019Q3 20203
Eagle Bay Advisors LLC 330.22%0.46%0.77%Q2 2022Q4 20223
Smith Anglin Financial, LLC 330.14%0.16%0.19%Q1 2023Q3 20233
XPONANCE, INC. 210.03%4.32%12.91%Q1 2020Q4 20203
Cullen Capital Management, LLC 210.00%0.02%0.04%Q4 2021Q3 20233
LEO BROKERAGE, LLC 210.11%0.17%0.23%Q1 2022Q2 20233
Keel Point, LLC 210.04%0.06%0.08%Q2 2022Q2 20233
FIRST AMERICAN TRUST, FSB 330.04%0.06%0.09%Q2 2020Q4 20203
Coppell Advisory Solutions LLC 210.00%0.00%0.01%Q4 2022Q3 20233
COLDSTREAM CAPITAL MANAGEMENT INC 330.04%0.04%0.04%Q4 2016Q2 20173
KINGS POINT CAPITAL MANAGEMENT 330.00%0.00%0.00%Q3 2020Q1 20213
Maple Capital Management, Inc. 330.02%0.03%0.04%Q1 2023Q3 20233
1832 Asset Management L.P. 210.00%0.00%0.00%Q2 2014Q1 20153
Snowden Capital Advisors LLC 210.00%0.00%0.00%Q3 2019Q4 20213
Trek Financial, LLC 330.11%0.11%0.12%Q4 2018Q2 20193
PIN OAK INVESTMENT ADVISORS INC 330.00%0.00%0.00%Q2 2021Q4 20213
Cypress Capital, LLC 330.03%0.03%0.03%Q3 2021Q1 20223
Arbor Wealth Management, LLC 330.00%0.10%0.16%Q3 2018Q1 20193
Bleakley Financial Group, LLC 210.01%0.02%0.03%Q4 2022Q3 20233
Northwest Capital Management Inc 210.06%0.08%0.10%Q3 2021Q3 20233
QUANTUM CAPITAL MANAGEMENT 110.08%0.17%0.22%Q4 2016Q4 20193
WP Advisors, LLC 210.02%0.02%0.03%Q2 2018Q1 20193
Sharkey, Howes & Javer 330.01%0.28%0.43%Q3 2015Q1 20163
OARSMAN CAPITAL, INC. 330.10%0.17%0.30%Q1 2023Q3 20233
Clear Harbor Asset Management, LLC 110.01%0.02%0.02%Q2 2014Q3 20203
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Western Pacific Wealth Management, LP 330.16%0.18%0.20%Q4 2021Q2 20223
Chevy Chase Trust Holdings, LLC 210.00%0.01%0.01%Q3 2017Q3 20203
Aptus Capital Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Mount Yale Investment Advisors, LLC 110.04%0.56%1.26%Q4 2020Q4 20223
Advisory Alpha, LLC 210.00%0.00%0.00%Q1 2019Q4 20193
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.02%0.03%0.04%Q4 2021Q4 20223
Financial Services Advisory Inc 333.39%7.04%9.32%Q1 2023Q3 20233
BIVIN & ASSOCIATES, INC. 330.04%0.25%0.67%Q4 2021Q2 20223
Cardinal Point Wealth Management LLC 330.10%0.10%0.10%Q1 2021Q3 20213
BIP Wealth, LLC 330.14%0.17%0.22%Q1 2023Q3 20233
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
Peak Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q4 2018Q3 20233
LMCG INVESTMENTS, LLC 110.02%0.06%0.12%Q4 2014Q3 20233
WEDBUSH SECURITIES INC 330.06%0.06%0.07%Q2 2019Q4 20193
Bartlett & Co. LLC 210.00%0.00%0.00%Q3 2017Q4 20223
Ballew Advisors, Inc 330.06%0.08%0.09%Q1 2018Q3 20183
FIRST NATIONAL TRUST CO 330.05%0.25%0.37%Q1 2023Q3 20233
WCM INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.01%Q4 2018Q3 20203
MAGNOLIA CAPITAL MANAGEMENT LTD 330.01%0.01%0.01%Q4 2021Q2 20223
Ironsides Asset Advisors, LLC 330.70%0.85%1.06%Q2 2019Q4 20193
JT Stratford LLC 330.08%0.08%0.08%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
EPIQ PARTNERS, LLC 330.16%0.28%0.53%Q1 2023Q3 20233
Asset Dedication, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
RGT Wealth Advisors, LLC 330.00%0.01%0.02%Q4 2021Q2 20223
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
Merriman Wealth Management, LLC 210.74%0.92%1.28%Q3 2016Q2 20193
Cornerstone Planning Group LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Salient Capital Advisors, LLC 330.05%0.06%0.07%Q4 2016Q2 20173
NATIXIS ADVISORS, L.P. 330.01%0.01%0.01%Q2 2015Q4 20153
COMMUNITY BANK SYSTEM, INC. 330.01%0.05%0.08%Q1 2014Q3 20143
MAS Advisors LLC 220.16%0.16%0.16%Q4 2021Q1 20222
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
Verdence Capital Advisors LLC 110.06%0.08%0.10%Q4 2017Q4 20182
Pinnacle Advisory Group, Inc. 220.01%0.05%0.10%Q4 2017Q1 20182
COZAD ASSET MANAGEMENT INC 110.03%0.03%0.03%Q1 2023Q3 20232
Arcadia Wealth Management, LLC 220.38%0.41%0.44%Q2 2023Q3 20232
Sequoia Financial Advisors, LLC 220.21%0.22%0.23%Q2 2023Q3 20232
SII INVESTMENTS INC/WI 220.09%0.10%0.11%Q2 2013Q3 20132
Valentine Capital Asset Management, Inc. 220.48%0.78%1.08%Q1 2012Q2 20122
Forum Financial Management, LP 220.01%0.01%0.01%Q2 2023Q3 20232
Betterment LLC 110.00%0.00%0.00%Q1 2023Q3 20232
MAD RIVER INVESTORS 220.27%0.29%0.31%Q2 2023Q3 20232
Advance Capital Management, Inc. 220.02%0.05%0.07%Q2 2023Q3 20232
ACR Alpine Capital Research, LLC 220.03%0.04%0.06%Q3 2022Q4 20222
NAPLES GLOBAL ADVISORS, LLC 220.06%0.06%0.06%Q4 2017Q1 20182
BEL AIR INVESTMENT ADVISORS LLC 220.02%0.02%0.03%Q1 2021Q2 20212
West Coast Asset Management 220.11%0.11%0.12%Q2 2014Q3 20142
Evensky & Katz LLC 220.00%0.00%0.00%Q2 2013Q3 20132
PARK NATIONAL CORP /OH/ 220.01%0.01%0.02%Q4 2016Q1 20172
Northeast Financial Group, Inc. 223.27%3.34%3.41%Q1 2021Q2 20212
Paloma Partners Management Co 110.00%0.03%0.05%Q4 2017Q1 20192
MGO ONE SEVEN LLC 110.02%0.03%0.04%Q4 2017Q4 20182
O'Connor Financial Group LLC 220.14%0.14%0.14%Q2 2023Q3 20232
Madison Wealth Partners, Inc 220.12%0.12%0.13%Q2 2023Q3 20232
BAIRD ROBERT W & CO INC /WI/ 110.00%0.01%0.01%Q2 2013Q4 20132
Oak Grove Capital LLC 220.12%0.13%0.13%Q3 2019Q4 20192
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Summit Equities Inc 110.08%0.49%0.89%Q4 2015Q4 20162
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Wade Financial Advisory, Inc 220.29%0.31%0.33%Q4 2019Q1 20202
Strategic Blueprint, LLC 110.00%0.00%0.01%Q3 2019Q2 20212
Cassia Capital Partners, LLC 222.54%2.57%2.61%Q2 2023Q3 20232
PFS INVESTMENTS INC. 220.06%0.98%1.91%Q3 2019Q4 20192
FFT WEALTH MANAGEMENT LLC 220.68%0.68%0.69%Q2 2023Q3 20232
Buffington Mohr McNeal 220.12%0.13%0.13%Q4 2018Q1 20192
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 220.05%0.05%0.05%Q3 2017Q4 20172
Jane Street Holding, LLC 220.02%0.06%0.11%Q2 2013Q3 20132
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 220.16%0.18%0.19%Q1 2022Q2 20222
MAKENA CAPITAL MANAGEMENT LLC 228.09%8.34%8.59%Q2 2014Q3 20142
ASPIRIANT HOLDINGS S3, LLC 223.78%4.31%4.84%Q3 2015Q4 20152
KABOUTER MANAGEMENT, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.02%0.02%0.02%Q4 2022Q2 20232
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Family Asset Management, LLC 110.00%0.04%0.08%Q4 2022Q3 20232
Granger Management LLC 220.69%0.89%1.09%Q2 2023Q3 20232
Monument Capital Management 220.18%0.18%0.18%Q3 2019Q4 20192
Integrated Wealth Concepts LLC 220.01%0.01%0.01%Q2 2023Q3 20232
HighMark Wealth Management LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Charles Schwab Trust Co 220.09%0.09%0.10%Q3 2019Q4 20192
PINNACLE FINANCIAL PARTNERS INC 220.03%0.04%0.05%Q2 2018Q3 20182
WealthStone, Inc. 220.39%4.04%7.69%Q1 2020Q2 20202
Capital Group Private Client Services, Inc. 220.01%0.01%0.01%Q2 2022Q3 20222
Foundations Investment Advisors, LLC 223.43%3.51%3.59%Q2 2018Q3 20182
MILES CAPITAL, INC. 220.15%0.18%0.20%Q2 2013Q3 20132
MRA Associates USA LLC 223.95%3.99%4.03%Q2 2019Q3 20192
Landmark Financial Advisors, LLC 221.13%1.25%1.37%Q4 2014Q1 20152
SMITH ASSET MANAGEMENT GROUP LP 220.00%0.00%0.00%Q2 2018Q3 20182
Truvvo Partners LLC 220.16%0.22%0.28%Q2 2021Q3 20212
MYCIO WEALTH PARTNERS, LLC 110.01%0.21%0.40%Q4 2014Q4 20192
WealthTrust Fairport, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Wick Capital Partners, LLC 220.24%0.29%0.34%Q2 2022Q3 20222
BUCKINGHAM STRATEGIC WEALTH, LLC 110.13%0.13%0.13%Q4 2013Q3 20152
HawsGoodwin Investment Management LLC 220.01%0.01%0.01%Q4 2019Q1 20202
EP Wealth Advisors, LLC 220.00%0.01%0.02%Q1 2022Q2 20222
StoneX Group Inc. 220.78%0.90%1.03%Q3 2016Q4 20162
FLPUTNAM INVESTMENT MANAGEMENT CO 220.08%0.10%0.12%Q2 2023Q3 20232
Bellwether Advisors, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
WRAPMANAGER INC 110.11%0.15%0.19%Q4 2021Q4 20222
Trail Ridge Investment Advisors, LLC 220.27%0.48%0.69%Q2 2022Q3 20222
Dynamic Advisor Solutions LLC 220.02%0.03%0.03%Q2 2023Q3 20232
BANQUE PICTET & CIE SA 220.01%0.01%0.01%Q2 2014Q3 20142
WEXFORD CAPITAL LP 110.28%0.95%1.63%Q2 2022Q1 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
BT Wealth Management LLC 220.09%0.11%0.13%Q4 2018Q1 20192
Riggs Asset Managment Co. Inc. 220.30%0.31%0.31%Q2 2023Q3 20232
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q1 20212
Seascape Capital Management 220.15%0.15%0.15%Q2 2023Q3 20232
Brouwer & Janachowski, LLC 110.04%0.05%0.05%Q1 2014Q2 20152
SC&H Financial Advisors, Inc. 220.19%0.21%0.24%Q4 2021Q1 20222
Canal Capital Management, LLC 220.23%0.24%0.25%Q1 2018Q2 20182
OLD MISSION CAPITAL, LLC 110.07%0.17%0.27%Q4 2016Q4 20202
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.00%0.00%0.00%Q4 2015Q1 20162
DENVER WEALTH MANAGEMENT, INC. 111.58%1.70%1.82%Q1 2021Q2 20222
Fortitude Advisory Group L.L.C. 220.05%0.05%0.05%Q4 2021Q1 20222
Verity Asset Management, Inc. 220.32%0.43%0.54%Q4 2017Q1 20182
PERSONAL CFO SOLUTIONS, LLC 220.09%0.10%0.11%Q3 2019Q4 20192
Holistic Financial Partners 220.02%0.02%0.02%Q4 2017Q1 20182
PATHSTONE FAMILY OFFICE, LLC 110.01%0.01%0.02%Q4 2022Q3 20232
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NBT BANK N A /NY 110.05%0.05%0.05%Q1 2016Q1 20161
INTREPID CAPITAL MANAGEMENT INC 110.11%0.11%0.11%Q2 2019Q2 20191
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 110.07%0.07%0.07%Q2 2021Q2 20211
DREMAN VALUE MANAGEMENT, L L C 110.01%0.01%0.01%Q4 2014Q4 20141
Koshinski Asset Management, Inc. 110.04%0.04%0.04%Q3 2021Q3 20211
SkyView Investment Advisors, LLC 112.00%2.00%2.00%Q3 2023Q3 20231
BFSG, LLC 110.33%0.33%0.33%Q4 2019Q4 20191
Summit X, LLC 111.30%1.30%1.30%Q4 2020Q4 20201
SYNTAX RESEARCH, INC. 115.63%5.63%5.63%Q3 2023Q3 20231
WestHill Financial Advisors, Inc. 110.03%0.03%0.03%Q4 2020Q4 20201
Founders Capital Management 110.01%0.01%0.01%Q2 2022Q2 20221
CONSILIO WEALTH ADVISORS, LLC 119.29%9.29%9.29%Q4 2021Q4 20211
Redwood Investments, LLC 110.50%0.50%0.50%Q1 2022Q1 20221
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Boston Common Asset Management, LLC 110.06%0.06%0.06%Q4 2016Q4 20161
Voya Financial Advisors, Inc. 110.51%0.51%0.51%Q1 2015Q1 20151
ST GERMAIN D J CO INC 110.01%0.01%0.01%Q4 2022Q4 20221
CAZENOVE CAPITAL MANAGEMENT LTD 110.03%0.03%0.03%Q2 2013Q2 20131
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Field & Main Bank 110.04%0.04%0.04%Q3 2023Q3 20231
Csenge Advisory Group 110.02%0.02%0.02%Q4 2022Q4 20221
Aubrey Capital Management Ltd 111.17%1.17%1.17%Q1 2022Q1 20221
Janney Capital Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Running Point Capital Advisors, LLC 110.09%0.09%0.09%Q3 2021Q3 20211
EXENCIAL WEALTH ADVISORS, LLC 110.16%0.16%0.16%Q1 2016Q1 20161
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110.00%0.00%0.00%Q2 2022Q2 20221
Cornerstone Retirement Group, Inc. 110.22%0.22%0.22%Q3 2023Q3 20231
Aries Wealth Management 110.08%0.08%0.08%Q3 2023Q3 20231
ArchPoint Investors 111.55%1.55%1.55%Q4 2014Q4 20141
Financial Advocates Investment Management 110.02%0.02%0.02%Q4 2019Q4 20191
Curated Wealth Partners LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Wellington Shields & Co., LLC 110.07%0.07%0.07%Q2 2021Q2 20211
LOWE BROCKENBROUGH & CO INC 110.01%0.01%0.01%Q4 2022Q4 20221
Oxler Private Wealth LLC 110.04%0.04%0.04%Q3 2022Q3 20221
PARTNERS CAPITAL INVESTMENT GROUP, LLP 110.02%0.02%0.02%Q3 2023Q3 20231
JOURNEY STRATEGIC WEALTH LLC 110.03%0.03%0.03%Q2 2022Q2 20221
MACKAY SHIELDS LLC 110.34%0.34%0.34%Q3 2022Q3 20221
NWI MANAGEMENT LP 110.56%0.56%0.56%Q1 2015Q1 20151
CLEARY GULL INC. 1128.64%28.64%28.64%Q1 2015Q1 20151
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
Valmark Advisers, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
LGT Financial Advisors LLC 110.22%0.22%0.22%Q3 2023Q3 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Smithfield Trust Co 110.09%0.09%0.09%Q4 2016Q4 20161
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q4 2020Q4 20201
1607 Capital Partners, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
ALTERNA WEALTH MANAGEMENT, INC 116.64%6.64%6.64%Q4 2018Q4 20181
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Alberta Investment Management Corp 110.07%0.07%0.07%Q4 2021Q4 20211
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Angeles Investment Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Pegasus Partners Ltd. 110.12%0.12%0.12%Q3 2023Q3 20231
Ferris Capital, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Focused Wealth Management, Inc 110.00%0.00%0.00%Q3 2022Q3 20221
SOCIETE GENERALE 110.04%0.04%0.04%Q2 2016Q2 20161
HOWE & RUSLING INC 110.01%0.01%0.01%Q1 2014Q1 20141
Truepoint, Inc. 110.16%0.16%0.16%Q3 2019Q3 20191
First Financial Bank - Trust Division 110.02%0.02%0.02%Q1 2023Q1 20231
Mawer Investment Management Ltd. 110.09%0.09%0.09%Q4 2022Q4 20221
BANK OF NOVA SCOTIA 110.03%0.03%0.03%Q2 2022Q2 20221
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
GENWORTH FINANCIAL INC 110.32%0.32%0.32%Q2 2013Q2 20131
GLOBEFLEX CAPITAL L P 110.79%0.79%0.79%Q1 2016Q1 20161
Berger Financial Group, Inc 110.04%0.04%0.04%Q4 2022Q4 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q4 2014Q4 20141
Royal Fund Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Vestmark Advisory Solutions, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Lebenthal Asset Management, LLC 110.16%0.16%0.16%Q1 2017Q1 20171
FIFTH THIRD SECURITIES, INC. 110.05%0.05%0.05%Q3 2021Q3 20211
Y-Intercept (Hong Kong) Ltd 110.06%0.06%0.06%Q3 2023Q3 20231
TRANSCEND CAPITAL ADVISORS, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
NWAM LLC 110.02%0.02%0.02%Q2 2023Q2 20231
SOA Wealth Advisors, LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
NFJ INVESTMENT GROUP, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Bluefin Trading, LLC 110.02%0.02%0.02%Q1 2014Q1 20141
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
PFS Partners, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FREEDOM WEALTH ALLIANCE, LLC 110.41%0.41%0.41%Q4 2022Q4 20221
Darrow Company, Inc. 110.90%0.90%0.90%Q4 2022Q4 20221
Claybrook Capital, LLC 110.74%0.74%0.74%Q4 2018Q4 20181
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.01%0.01%0.01%Q1 2022Q1 20221
Psagot Value Holdings Ltd. / (Israel) 110.14%0.14%0.14%Q3 2021Q3 20211
GW&K Investment Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
LITTLE HOUSE CAPITAL LLC 110.14%0.14%0.14%Q2 2020Q2 20201
CHERRYDALE WEALTH MANAGEMENT, LLC 110.22%0.22%0.22%Q1 2022Q1 20221
Mutual Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
APPLETON GROUP, LLC 1112.28%12.28%12.28%Q1 2016Q1 20161
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q4 2022Q4 20221
Beaumont Capital Management, LLC 110.22%0.22%0.22%Q4 2020Q4 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Retirement Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
JCIC Asset Management Inc. 110.00%0.00%0.00%Q2 2016Q2 20161
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q2 2022Q2 20221
STEEL GROVE CAPITAL ADVISORS, LLC 114.10%4.10%4.10%Q4 2018Q4 20181
Advisor OS, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
MOODY LYNN & LIEBERSON, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Cinctive Capital Management LP 110.16%0.16%0.16%Q1 2022Q1 20221
Thrive Wealth Management, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
AXXCESS WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Ramirez Asset Management, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Legacy Advisors, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2018Q3 20181
IBERIABANK CORP 110.03%0.03%0.03%Q2 2019Q2 20191
Vantage Investment Partners, LLC 110.14%0.14%0.14%Q4 2014Q4 20141
LAKE STREET ADVISORS GROUP, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Financial Consulate Inc. 110.09%0.09%0.09%Q2 2021Q2 20211
ADIRONDACK TRUST CO 110.06%0.06%0.06%Q2 2019Q2 20191
ERn Financial, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Global Financial Private Capital, Inc 110.01%0.01%0.01%Q1 2019Q1 20191
Cardinal Point Wealth Management Partners, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Belvedere Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
UNITED BANK, INC. 110.51%0.51%0.51%Q4 2016Q4 20161
Poehling Capital Management, INC. 110.14%0.14%0.14%Q1 2022Q1 20221
KB FINANCIAL PARTNERS, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Hoover Financial Advisors, Inc. 110.02%0.02%0.02%Q2 2020Q2 20201
Leelyn Smith, LLC 110.22%0.22%0.22%Q4 2019Q4 20191
WILLIAMS JONES & ASSOCIATES LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Nemes Rush Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
RETIREMENT DESIGN & MANAGEMENT INC /ADV 116.18%6.18%6.18%Q4 2015Q4 20151
Thiel Macro LLC 111.28%1.28%1.28%Q4 2018Q4 20181
Diversified Trust Co 110.01%0.01%0.01%Q1 2022Q1 20221
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
BEDEL FINANCIAL CONSULTING INC 110.22%0.22%0.22%Q3 2023Q3 20231
Cynosure Group, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ROBERTSON STEPHENS ADVISORS LLC 110.15%0.15%0.15%Q4 2016Q4 20161
GRIMES & COMPANY, INC. 110.03%0.03%0.03%Q4 2019Q4 20191
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Weatherstone Capital Management 110.68%0.68%0.68%Q4 2014Q4 20141
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.05%0.05%0.05%Q4 2018Q4 20181
1834 INVESTMENT ADVISORS CO 110.01%0.01%0.01%Q2 2022Q2 20221
Sage Financial Management Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Steinberg Global Asset Management 110.05%0.05%0.05%Q4 2018Q4 20181
Reby Advisors, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q3 2015Q3 20151
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Integrated Investment Consultants, LLC 110.05%0.05%0.05%Q1 2018Q1 20181
Van Cleef Asset Management,Inc 110.07%0.07%0.07%Q4 2016Q4 20161
Permit Capital Advisors, LLC 111.15%1.15%1.15%Q1 2022Q1 20221
Interchange Capital Partners, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
SCOUT INVESTMENTS, INC. 110.01%0.01%0.01%Q4 2014Q4 20141
Clearstead Trust, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
Advisors Preferred, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Freedom Investment Management, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
Nordwand Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Coyle Financial Counsel LLC 116.79%6.79%6.79%Q4 2015Q4 20151
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Wolf Group Capital Advisors 110.10%0.10%0.10%Q4 2022Q4 20221
Matterhorn Capital Management, LLC 110.15%0.15%0.15%Q1 2016Q1 20161
Cairn Investment Group, Inc. 110.67%0.67%0.67%Q2 2022Q2 20221
Caprock Group, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
FSC Wealth Advisors, LLC 110.73%0.73%0.73%Q4 2022Q4 20221
First Personal Financial Services 110.06%0.06%0.06%Q4 2017Q4 20171
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.27%0.27%0.27%Q3 2014Q3 20141
Daniels&Tansey,LLP 110.22%0.22%0.22%Q4 2021Q4 20211
Single Point Partners, LLC 110.57%0.57%0.57%Q1 2022Q1 20221
Sapphire Star Partners LP 110.04%0.04%0.04%Q2 2018Q2 20181
External links

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