Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Courage Miller Partners, LLC | 42 | 42 | 0.55% | 1.31% | 2.58% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.32% | 0.62% | 1.06% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Summit Asset Management, LLC | 27 | 12 | 0.07% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 39 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Cambridge Investment Research Advisors, Inc. | 28 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
HighTower Advisors, LLC | 19 | 12 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.05% | 0.08% | 0.09% | Q2 2016 | Q4 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
M Holdings Securities, Inc. | 22 | 2 | 0.12% | 0.43% | 1.10% | Q4 2013 | Q2 2023 | 30 |
CWM, LLC | 22 | 8 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 22 | 7 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.03% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Marietta Wealth Management, LLC | 28 | 28 | 0.38% | 1.05% | 2.07% | Q4 2016 | Q3 2023 | 28 |
FIRST AMERICAN TRUST, FSB | 27 | 27 | 0.05% | 0.92% | 1.69% | Q2 2013 | Q4 2019 | 27 |
Capital Advisors, Ltd. LLC | 27 | 27 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 27 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
AXA S.A. | 26 | 26 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q3 2019 | 26 |
Ironwood Financial, llc | 23 | 3 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q3 2021 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Creative Planning | 10 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
Janney Montgomery Scott LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
NWAM LLC | 25 | 25 | 0.03% | 0.17% | 0.35% | Q1 2017 | Q1 2023 | 25 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 25 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
HUNTINGTON NATIONAL BANK | 16 | 8 | 0.00% | 0.01% | 0.03% | Q1 2009 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Parkside Financial Bank & Trust | 23 | 23 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Prime Capital Investment Advisors, LLC | 19 | 4 | 0.01% | 0.06% | 0.28% | Q4 2017 | Q3 2023 | 23 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q2 2022 | 22 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
BlackRock Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.04% | 0.07% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.02% | 0.09% | Q2 2014 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
IFP Advisors, Inc | 8 | 3 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2022 | 19 |
Global Retirement Partners, LLC | 12 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 19 |
Matrix Trust Co | 18 | 18 | 3.27% | 3.89% | 5.21% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2022 | 18 |
STIFEL FINANCIAL CORP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
Sullivan, Bruyette, Speros & Blaney, LLC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2021 | 18 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 8 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q1 2023 | 18 |
Tower Research Capital LLC (TRC) | 14 | 2 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 16 |
PLANNING DIRECTIONS INC | 8 | 2 | 0.15% | 0.24% | 0.37% | Q1 2018 | Q1 2023 | 16 |
Carolina Wealth Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.42% | 0.58% | 0.80% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Archer Investment Corp | 9 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Burt Wealth Advisors | 15 | 15 | 0.07% | 0.23% | 0.42% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.07% | 0.33% | Q2 2013 | Q4 2016 | 15 |
ISLAY CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Ancora Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
BANK OF MONTREAL /CAN/ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.08% | 0.31% | Q2 2013 | Q3 2019 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.10% | 0.15% | 0.31% | Q4 2016 | Q4 2019 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 13 |
Pflug Koory, LLC | 13 | 13 | 0.31% | 0.35% | 0.36% | Q2 2020 | Q2 2023 | 13 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.29% | 0.34% | 0.37% | Q2 2019 | Q2 2023 | 13 |
Steward Partners Investment Advisory, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.05% | 0.10% | 0.13% | Q1 2019 | Q2 2022 | 12 |
TAP Consulting, LLC | 11 | 1 | 0.13% | 0.50% | 1.52% | Q1 2019 | Q1 2022 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2021 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 0.64% | 0.73% | 0.84% | Q4 2020 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.02% | 0.12% | Q3 2016 | Q4 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
Financial Advocates Investment Management | 9 | 2 | 0.02% | 0.09% | 0.24% | Q4 2017 | Q1 2021 | 11 |
Retirement Group, LLC | 7 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Western Wealth Management, LLC | 8 | 1 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 11 |
Ausdal Financial Partners, Inc. | 10 | 1 | 0.06% | 0.10% | 0.12% | Q4 2015 | Q3 2018 | 11 |
AdvisorNet Financial, Inc | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
DAVENPORT & Co LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Bank of New York Mellon Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 11 |
Kestra Advisory Services, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Versant Capital Management, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
Baird Financial Group, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BLAIR WILLIAM & CO/IL | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
DB Wealth Management Group, LLC | 10 | 10 | 0.04% | 0.07% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Ameritas Investment Partners, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MBM Wealth Consultants, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.83% | 1.89% | 2.49% | Q3 2021 | Q3 2023 | 9 |
Clearview Wealth Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Integrated Advisors Network LLC | 8 | 8 | 0.03% | 0.57% | 1.12% | Q2 2020 | Q1 2022 | 8 |
FLOW TRADERS U.S. LLC | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2022 | 8 |
FIRST MANHATTAN CO. LLC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
SG Americas Securities, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2016 | 8 |
JPMORGAN CHASE & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 8 |
Black Diamond Financial, LLC | 8 | 8 | 0.20% | 1.09% | 1.37% | Q4 2021 | Q3 2023 | 8 |
SRS Capital Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Spire Wealth Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q4 2015 | 7 |
Paragon Private Wealth Management, LLC | 7 | 7 | 0.22% | 0.34% | 0.42% | Q4 2021 | Q2 2023 | 7 |
MEEDER ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2019 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
B. Riley Wealth Advisors, Inc. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q3 2018 | 7 |
Vivaldi Capital Management LP | 7 | 7 | 0.20% | 0.29% | 0.42% | Q1 2022 | Q3 2023 | 7 |
Jackson Creek Investment Advisors LLC | 7 | 7 | 0.17% | 0.19% | 0.20% | Q1 2022 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 7 |
M&T BANK CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.05% | 0.13% | Q1 2017 | Q1 2019 | 6 |
CORNERCAP INVESTMENT COUNSEL INC | 5 | 1 | 0.51% | 0.57% | 0.62% | Q3 2020 | Q1 2022 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q1 2016 | 6 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 6 |
Cordasco Financial Network | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2015 | 6 |
SAGE FINANCIAL GROUP INC | 6 | 6 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Windsor Wealth Management, Inc. | 4 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2023 | 6 |
Orgel Wealth Management, LLC | 6 | 6 | 0.02% | 0.41% | 0.67% | Q2 2022 | Q3 2023 | 6 |
Bedel Financial Consulting, Inc. | 6 | 6 | 0.00% | 0.55% | 0.83% | Q1 2022 | Q2 2023 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2015 | 6 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.03% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Voya Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 5 |
BADGLEY PHELPS & BELL INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2019 | 5 |
Cetera Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 5 |
CAHILL FINANCIAL ADVISORS INC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Kovack Advisors, Inc. | 4 | 1 | 0.05% | 0.06% | 0.08% | Q2 2017 | Q4 2018 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
MCF Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
AIRE ADVISORS, LLC | 5 | 5 | 0.22% | 0.43% | 0.54% | Q3 2022 | Q3 2023 | 5 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 5 |
Retirement Planning Group, LLC | 5 | 5 | 0.12% | 0.19% | 0.27% | Q3 2022 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
Titus Wealth Management | 3 | 2 | 0.19% | 0.22% | 0.27% | Q4 2017 | Q4 2019 | 5 |
COLONY GROUP LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Madison Wealth Partners, Inc | 4 | 4 | 0.19% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
James J. Burns & Company, LLC | 4 | 4 | 0.10% | 0.13% | 0.21% | Q4 2022 | Q3 2023 | 4 |
CLEAR INVESTMENT RESEARCH, LLC | 4 | 4 | 0.02% | 0.17% | 0.24% | Q4 2022 | Q3 2023 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Bogart Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Aptus Capital Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Mariner, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Full Sail Capital, LLC | 4 | 4 | 0.12% | 0.14% | 0.17% | Q1 2019 | Q4 2019 | 4 |
DDFG, Inc | 4 | 4 | 0.10% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 4 |
Surevest, LLC | 4 | 4 | 0.05% | 0.81% | 1.08% | Q4 2021 | Q3 2022 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.02% | 0.08% | 0.13% | Q1 2021 | Q4 2021 | 4 |
Noven Financial Group, Inc. | 2 | 1 | 1.97% | 2.28% | 2.62% | Q4 2013 | Q3 2014 | 3 |
Laidlaw Wealth Management LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Intelligence Driven Advisers, LLC | 3 | 3 | 0.10% | 0.26% | 0.35% | Q4 2018 | Q2 2019 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.12% | 0.16% | 0.25% | Q1 2023 | Q3 2023 | 3 |
COLLECTIVE FAMILY OFFICE LLC | 3 | 3 | 0.15% | 0.18% | 0.24% | Q3 2022 | Q1 2023 | 3 |
ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 3 | 3 | 1.85% | 1.92% | 1.98% | Q1 2023 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 1.02% | 1.08% | 1.17% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Concord Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NATIONAL PLANNING CORP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2017 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Perigon Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2020 | 3 |
J.W. COLE ADVISORS, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 3 |
Horizon Investment Services, LLC | 3 | 3 | 0.11% | 0.12% | 0.15% | Q2 2014 | Q4 2014 | 3 |
CIBC WORLD MARKET INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Aspire Capital Advisors LLC | 2 | 2 | 2.30% | 2.34% | 2.37% | Q2 2022 | Q3 2022 | 2 |
HANCOCK WHITNEY CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.25% | 0.30% | 0.36% | Q2 2015 | Q3 2015 | 2 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MEANS INVESTMENT CO., INC. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2019 | 2 |
WFG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Brookstone Capital Management | 2 | 2 | 0.91% | 1.02% | 1.14% | Q4 2016 | Q1 2017 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 2 |
Investors Capital Advisory Services | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q1 2015 | 2 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Hudock, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Lifeworks Advisors, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Merriman Wealth Management, LLC | 2 | 2 | 0.37% | 0.39% | 0.41% | Q4 2016 | Q1 2017 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q1 2017 | 2 |
Bradley & Co. Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SignalPoint Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2022 | Q2 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CMC Financial Group | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
Capital Square, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 4.42% | 4.42% | 4.42% | Q4 2022 | Q4 2022 | 1 |
Revisor Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
F3Logic, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2018 | Q1 2018 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2016 | Q2 2016 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.