Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Tortoise Investment Management, LLC | 43 | 43 | 0.01% | 0.11% | 0.87% | Q1 2013 | Q3 2023 | 43 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ALESCO ADVISORS LLC | 42 | 42 | 0.14% | 0.22% | 0.56% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 0.03% | 0.16% | Q3 2013 | Q3 2023 | 41 |
ARROW FINANCIAL CORP | 40 | 40 | 0.18% | 0.88% | 1.40% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 22 | 17 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
AllSquare Wealth Management LLC | 25 | 10 | 0.21% | 0.55% | 1.46% | Q4 2014 | Q3 2023 | 35 |
Betterment LLC | 26 | 8 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 34 |
North Star Investment Management Corp. | 34 | 34 | 0.05% | 0.07% | 0.09% | Q2 2015 | Q3 2023 | 34 |
Eagle Ridge Investment Management | 33 | 33 | 0.12% | 0.22% | 0.32% | Q3 2015 | Q3 2023 | 33 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 33 |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 29 | 29 | 0.44% | 1.76% | 27.32% | Q4 2015 | Q4 2022 | 29 |
Creative Planning | 29 | 29 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.08% | 0.65% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Mariner, LLC | 22 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
Israel Discount Bank of New York | 17 | 9 | 0.13% | 0.78% | 2.66% | Q1 2017 | Q3 2023 | 26 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 25 | 1 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q1 2021 | 26 |
Bouchey Financial Group Ltd | 20 | 6 | 0.59% | 1.08% | 1.40% | Q2 2014 | Q4 2021 | 26 |
HighTower Advisors, LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 17 | 7 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 21 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 24 |
THOMPSON SIEGEL & WALMSLEY LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Baker Avenue Asset Management, LP | 19 | 4 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 23 |
Belpointe Asset Management LLC | 16 | 6 | 0.01% | 0.05% | 0.12% | Q3 2017 | Q1 2023 | 22 |
Bank of New York Mellon Corp | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Covington Capital Management | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2022 | 21 |
Chicago Partners Investment Group LLC | 10 | 5 | 0.02% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 21 |
W.G. Shaheen & Associates DBA Whitney & Co | 19 | 2 | 0.01% | 0.15% | 0.30% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Citizens Business Bank | 21 | 21 | 0.04% | 0.06% | 0.14% | Q3 2018 | Q3 2023 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 21 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 20 |
OneDigital Investment Advisors LLC | 20 | 20 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2022 | 20 |
ASSETMARK, INC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
DEUTSCHE BANK AG\ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Chesley Taft & Associates LLC | 19 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q4 2021 | 20 |
MISSION WEALTH MANAGEMENT, LP | 10 | 1 | 0.04% | 0.07% | 0.10% | Q2 2016 | Q3 2022 | 20 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Capital Analysts, LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
LAZARD ASSET MANAGEMENT LLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
FLC Capital Advisors | 18 | 18 | 0.06% | 0.08% | 0.11% | Q1 2019 | Q2 2023 | 18 |
Guidance Point Advisors, LLC | 17 | 17 | 0.08% | 0.11% | 0.14% | Q4 2018 | Q4 2022 | 17 |
BAILARD, INC. | 8 | 3 | 0.01% | 0.03% | 0.08% | Q1 2015 | Q3 2023 | 17 |
NBT BANK N A /NY | 17 | 17 | 0.13% | 0.37% | 1.33% | Q3 2019 | Q3 2023 | 17 |
Manning & Napier Group, LLC | 17 | 17 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q4 2022 | 17 |
Arden Trust Co | 16 | 16 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q1 2023 | 16 |
Commonwealth Equity Services, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2017 | 16 |
Patten Group, Inc. | 15 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2018 | 16 |
Raymond James Financial Services Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 16 |
FMA ADVISORY INC | 15 | 1 | 0.09% | 0.14% | 0.19% | Q1 2017 | Q1 2021 | 16 |
Tidal Investments LLC | 16 | 16 | 0.01% | 0.06% | 0.23% | Q2 2019 | Q1 2023 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
ST GERMAIN D J CO INC | 12 | 3 | 0.00% | 0.07% | 0.10% | Q1 2020 | Q4 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.04% | 0.07% | 0.13% | Q1 2020 | Q3 2023 | 15 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 7 | 3 | 0.11% | 0.16% | 0.22% | Q2 2019 | Q3 2023 | 15 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Ackerman Capital Advisors, LLC | 14 | 14 | 0.06% | 0.09% | 0.16% | Q2 2020 | Q3 2023 | 14 |
PROFFITT & GOODSON INC | 14 | 14 | 0.01% | 0.06% | 0.20% | Q2 2020 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 10 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Midwest Professional Planners, LTD. | 14 | 14 | 0.12% | 1.79% | 2.86% | Q4 2017 | Q1 2021 | 14 |
BlackRock Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 14 |
BlackRock Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 13 |
RAYMOND JAMES & ASSOCIATES | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Joseph P. Lucia & Associates, LLC | 7 | 6 | 0.06% | 0.16% | 0.23% | Q1 2019 | Q2 2022 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.03% | 0.06% | 0.09% | Q3 2016 | Q3 2019 | 13 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 13 | 13 | 0.23% | 0.68% | 1.20% | Q4 2018 | Q4 2021 | 13 |
WEDBUSH SECURITIES INC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 13 |
Crestwood Advisors Group, LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2022 | 13 |
ATLAS CAPITAL ADVISORS LLC | 11 | 1 | 0.00% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 13 |
GOLDMAN SACHS GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 12 |
Fisher Asset Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.41% | 0.66% | 1.06% | Q4 2015 | Q3 2018 | 12 |
HOWE & RUSLING INC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 11 |
Bell Rock Capital LLC | 8 | 1 | 0.24% | 0.41% | 0.65% | Q4 2018 | Q3 2022 | 11 |
Equitable Holdings, Inc. | 11 | 11 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q4 2022 | 11 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2017 | 10 |
Silver Lake Advisory, LLC | 10 | 10 | 0.15% | 0.18% | 0.19% | Q2 2016 | Q3 2018 | 10 |
WealthPLAN Partners, LLC | 8 | 2 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 10 |
RELIANCE TRUST CO OF DELAWARE | 9 | 1 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q1 2019 | 10 |
Miracle Mile Advisors, LLC | 4 | 2 | 0.01% | 0.18% | 0.48% | Q2 2019 | Q3 2023 | 10 |
Biltmore Family Office, LLC | 10 | 10 | 0.16% | 0.21% | 0.26% | Q4 2017 | Q1 2020 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ALLIANCEBERNSTEIN L.P. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Cetera Investment Advisers | 6 | 4 | 0.02% | 0.07% | 0.15% | Q2 2017 | Q3 2023 | 10 |
OPPENHEIMER & CO INC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
1st Global Advisors, Inc. | 9 | 9 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q1 2016 | 9 |
BARCLAYS PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.14% | 0.22% | 0.28% | Q3 2021 | Q3 2023 | 9 |
Kestra Advisory Services, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.28% | 0.32% | 0.35% | Q3 2021 | Q3 2023 | 9 |
Laidlaw Group, LLC | 9 | 9 | 0.20% | 0.23% | 0.25% | Q2 2013 | Q2 2015 | 9 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 8 | 1 | 0.34% | 0.46% | 0.56% | Q4 2020 | Q1 2023 | 9 |
Starfire Investment Advisers, Inc. | 6 | 3 | 0.18% | 0.27% | 0.37% | Q1 2016 | Q3 2018 | 9 |
MERITAGE PORTFOLIO MANAGEMENT | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
WNY Asset Management, LLC | 8 | 1 | 0.07% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
Barrett Asset Management, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 8 |
Carmichael Hill & Associates, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 8 |
Whitegate Investment Counselors, Inc. | 6 | 2 | 0.71% | 1.30% | 2.20% | Q3 2019 | Q3 2023 | 8 |
BROWN BROTHERS HARRIMAN & CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
First Affirmative Financial Network | 4 | 4 | 0.19% | 0.23% | 0.27% | Q3 2021 | Q4 2023 | 8 |
ROPES WEALTH ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Personal Capital Advisors Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.71% | 0.86% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Vectors Research Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
Carl P. Sherr & Co., LLC | 8 | 8 | 0.18% | 0.22% | 0.27% | Q4 2020 | Q3 2022 | 8 |
Conrad Siegel Investment Advisors, Inc. | 8 | 8 | 0.53% | 0.90% | 1.08% | Q4 2021 | Q3 2023 | 8 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
Magnus Financial Group LLC | 8 | 8 | 0.09% | 0.32% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
BALDWIN BROTHERS LLC/MA | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 7 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.07% | 0.17% | Q4 2020 | Q2 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Cetera Advisor Networks LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 7 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 7 |
Mayflower Financial Advisors, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
Spire Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
WealthOne, LLC | 5 | 2 | 0.14% | 0.17% | 0.23% | Q4 2018 | Q3 2020 | 7 |
Revolve Wealth Partners, LLC | 4 | 3 | 0.07% | 0.19% | 0.35% | Q4 2021 | Q3 2023 | 7 |
DOWLING & YAHNKE LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 7 |
RWA WEALTH PARTNERS, LLC | 4 | 2 | 0.00% | 0.20% | 0.36% | Q1 2018 | Q3 2023 | 6 |
Sterling Investment Counsel, LLC | 5 | 1 | 0.26% | 0.57% | 1.21% | Q1 2022 | Q3 2023 | 6 |
Asset Dedication, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2022 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
McNamara Financial Services, Inc. | 6 | 6 | 0.23% | 0.25% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 6 |
Neuberger Berman Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
QCI ASSET MANAGEMENT INC/NY | 6 | 6 | 0.03% | 0.12% | 0.37% | Q2 2020 | Q3 2021 | 6 |
Joel Isaacson & Co., LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q3 2021 | 6 |
EP Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 6 |
CONDOR CAPITAL MANAGEMENT | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q1 2020 | 6 |
Level Financial Advisors | 6 | 6 | 0.11% | 0.62% | 0.87% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q1 2021 | 6 |
M&T BANK CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Community Bank, N.A. | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
HSBC HOLDINGS PLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.11% | 0.17% | 0.23% | Q4 2018 | Q1 2020 | 6 |
Allworth Financial LP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 1.04% | 1.33% | 1.57% | Q3 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 5 |
Corbenic Partners LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
SOA Wealth Advisors, LLC. | 5 | 5 | 0.01% | 0.03% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Fusion Family Wealth LLC | 4 | 4 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2017 | 4 |
RELIANCE TRUST CO | 4 | 4 | 0.20% | 0.23% | 0.25% | Q1 2014 | Q4 2014 | 4 |
Merriman Wealth Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MYECFO, LLC | 4 | 4 | 0.64% | 0.81% | 0.96% | Q4 2022 | Q3 2023 | 4 |
MBL Wealth, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 4 |
Edgewood Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Breakwater Capital Group | 4 | 4 | 0.14% | 0.23% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 0.38% | 0.42% | 0.44% | Q4 2022 | Q3 2023 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Opal Wealth Advisors, LLC | 3 | 1 | 0.76% | 2.32% | 4.80% | Q4 2021 | Q4 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 3 |
AJ WEALTH STRATEGIES, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
King Wealth Management Group | 2 | 1 | 0.05% | 0.06% | 0.06% | Q3 2019 | Q3 2020 | 3 |
Perennial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
PARK AVENUE SECURITIES LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 3 |
TRUST CO OF VIRGINIA /VA | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 3 |
Clear Harbor Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 3 |
Blue Zone Wealth Advisors, LLC | 3 | 3 | 0.17% | 0.25% | 0.35% | Q4 2019 | Q2 2020 | 3 |
DAVIDSON INVESTMENT ADVISORS | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Knott David M Jr | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
VALICENTI ADVISORY SERVICES INC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Berkshire Money Management, Inc. | 2 | 1 | 0.06% | 0.07% | 0.07% | Q4 2014 | Q3 2015 | 3 |
Values Added Financial LLC | 2 | 2 | 0.33% | 0.35% | 0.36% | Q2 2023 | Q3 2023 | 2 |
TIAA, FSB | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
High Falls Advisors, Inc | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.14% | 0.17% | 0.21% | Q1 2020 | Q2 2020 | 2 |
Fort Point Capital Partners LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2016 | Q3 2016 | 2 |
SUTTON PLACE INVESTORS LLC | 1 | 1 | 0.46% | 0.71% | 0.97% | Q4 2021 | Q2 2023 | 2 |
Wedmont Private Capital | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Insight Advisors, LLC/ PA | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Wealthcare Advisory Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
St. James Investment Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 2 |
Facet Wealth, Inc. | 2 | 2 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Armbruster Capital Management, Inc. | 2 | 2 | 0.13% | 0.66% | 1.19% | Q4 2021 | Q1 2022 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Boston Standard Wealth Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q4 2023 | 2 |
Frisch Financial Group, Inc. | 2 | 2 | 0.19% | 0.21% | 0.23% | Q4 2019 | Q1 2020 | 2 |
Steinberg Global Asset Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
ELEVATUS WELATH MANAGEMENT | 2 | 2 | 0.28% | 0.31% | 0.35% | Q2 2023 | Q3 2023 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q4 2013 | 2 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2022 | Q2 2023 | 2 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2014 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.08% | 0.12% | 0.16% | Q4 2019 | Q1 2020 | 2 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 2 |
Northeast Financial Group, Inc. | 2 | 2 | 0.63% | 0.66% | 0.69% | Q2 2023 | Q3 2023 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
BLUESTEIN R H & CO LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q3 2022 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
Family Management Corp | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
MIDDLETON & CO INC/MA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Bell Investment Advisors, Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
CARDIFF PARK ADVISORS, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SEVEN MILE ADVISORY | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
NexWave Capital Partners LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2020 | Q4 2020 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WHALEROCK POINT PARTNERS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2014 | Q3 2014 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2017 | Q1 2017 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Wealthfront Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2016 | Q4 2016 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Relyea Zuckerberg Hanson LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Source Financial Advisors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
CNB Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.