Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.02% | 0.04% | Q4 2012 | Q3 2023 | 44 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
HUNTINGTON NATIONAL BANK | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
LPL Financial LLC | 33 | 7 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 40 | 40 | 0.00% | 0.05% | 0.14% | Q4 2013 | Q3 2023 | 40 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Ifrah Financial Services, Inc. | 36 | 36 | 0.56% | 0.69% | 0.84% | Q2 2013 | Q1 2022 | 36 |
ASSETMARK, INC | 27 | 8 | 0.00% | 0.30% | 1.01% | Q4 2014 | Q3 2023 | 35 |
CITIGROUP INC | 34 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
Bank of New York Mellon Corp | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
RAYMOND JAMES & ASSOCIATES | 33 | 33 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 33 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.02% | 0.11% | Q2 2014 | Q3 2023 | 33 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
1834 INVESTMENT ADVISORS CO | 31 | 31 | 0.02% | 0.07% | 0.14% | Q3 2015 | Q1 2023 | 31 |
Beaumont Financial Partners, LLC | 10 | 1 | 0.03% | 0.41% | 2.03% | Q2 2013 | Q1 2022 | 30 |
FIRST UNITED BANK & TRUST | 29 | 29 | 0.08% | 0.38% | 0.71% | Q1 2015 | Q1 2022 | 29 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.19% | 0.50% | 0.98% | Q2 2013 | Q1 2020 | 28 |
Focused Wealth Management, Inc | 25 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2019 | 27 |
WHITTIER TRUST CO | 27 | 27 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
AMERIPRISE FINANCIAL INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
Destination Wealth Management | 26 | 26 | 0.15% | 0.69% | 0.94% | Q2 2017 | Q3 2023 | 26 |
Cambridge Investment Research Advisors, Inc. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
BANK OF MONTREAL /CAN/ | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Cassaday & Co Inc. | 18 | 2 | 0.01% | 0.85% | 7.44% | Q4 2014 | Q4 2019 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2020 | 18 |
MML INVESTORS SERVICES, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
Forward Management, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 17 |
Raymond James Financial Services Advisors, Inc. | 13 | 1 | 0.00% | 0.02% | 0.20% | Q3 2015 | Q2 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 16 |
CAMG Solamere Management, LLC | 16 | 16 | 0.14% | 0.71% | 5.42% | Q4 2016 | Q3 2020 | 16 |
NewFocus Financial Group, LLC | 16 | 16 | 0.14% | 0.21% | 0.31% | Q1 2017 | Q4 2020 | 16 |
BLAIR WILLIAM & CO/IL | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Commonwealth Equity Services, Inc | 16 | 16 | 0.00% | 0.02% | 0.21% | Q4 2013 | Q3 2017 | 16 |
Biondo Investment Advisors, LLC | 15 | 15 | 0.11% | 0.16% | 0.21% | Q1 2020 | Q3 2023 | 15 |
FMR LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 15 | 15 | 0.24% | 0.33% | 0.53% | Q1 2020 | Q3 2023 | 15 |
AMG National Trust Bank | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Aveo Capital Partners, LLC | 3 | 1 | 0.05% | 0.82% | 1.46% | Q2 2017 | Q3 2023 | 14 |
Sargent Bickham Lagudis LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2019 | 14 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Outlook Wealth Advisors, LLC | 13 | 13 | 0.11% | 0.22% | 0.42% | Q3 2019 | Q3 2022 | 13 |
OPPENHEIMER & CO INC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2019 | 13 |
Hilltop Holdings Inc. | 13 | 13 | 0.03% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
BOSTON ADVISORS LLC | 7 | 2 | 0.01% | 0.04% | 0.10% | Q1 2015 | Q3 2019 | 13 |
Tower Wealth Partners, Inc. | 12 | 12 | 0.27% | 0.37% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Virtu KCG Holdings LLC | 6 | 1 | 0.01% | 0.07% | 0.18% | Q3 2013 | Q2 2017 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 0.19% | 0.46% | 1.13% | Q4 2020 | Q3 2023 | 12 |
Frontier Wealth Management LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q2 2022 | 12 |
Advisory Services Network, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 12 |
Barber Financial Group, Inc. | 11 | 11 | 0.12% | 0.32% | 0.44% | Q3 2020 | Q1 2023 | 11 |
MSI Financial Services Inc | 6 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 11 |
WESBANCO BANK INC | 11 | 11 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Carmichael Hill & Associates, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
GLENMEDE TRUST CO NA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
JPMORGAN CHASE & CO | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 11 |
IFP Advisors, Inc | 4 | 2 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q3 2022 | 11 |
NEXT Financial Group, Inc | 9 | 2 | 0.02% | 0.02% | 0.04% | Q3 2016 | Q4 2021 | 11 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.04% | 0.14% | Q4 2020 | Q1 2023 | 10 |
TRUIST FINANCIAL CORP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 10 |
Beaumont Capital Management, LLC | 9 | 1 | 0.22% | 1.82% | 2.57% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
CENTAURUS FINANCIAL, INC. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2022 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 10 |
Advisor Group, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 10 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Bellwether Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
AdvicePeriod, LLC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q2 2021 | 9 |
KENFARB & CO. | 8 | 8 | 1.36% | 1.69% | 1.92% | Q4 2021 | Q3 2023 | 8 |
Tranquility Partners, LLC | 8 | 8 | 0.19% | 0.33% | 0.64% | Q4 2020 | Q3 2022 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
American Portfolios Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Financial Enhancement Group LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q2 2020 | 8 |
Cetera Advisors LLC | 6 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q1 2019 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
WASHINGTON TRUST Co | 4 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 7 |
VALLEY NATIONAL ADVISERS INC | 7 | 7 | 0.02% | 0.04% | 0.16% | Q2 2015 | Q4 2016 | 7 |
WealthOne, LLC | 3 | 1 | 0.15% | 0.31% | 0.58% | Q1 2019 | Q1 2022 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.18% | 0.23% | 0.30% | Q1 2022 | Q3 2023 | 7 |
NATIONAL PLANNING CORP | 7 | 7 | 0.03% | 0.06% | 0.09% | Q1 2016 | Q3 2017 | 7 |
Allegheny Financial Group LTD | 6 | 6 | 0.11% | 0.92% | 1.94% | Q4 2020 | Q1 2022 | 6 |
Beirne Wealth Consulting Services, LLC | 6 | 6 | 0.40% | 0.56% | 0.75% | Q2 2022 | Q3 2023 | 6 |
Knights of Columbus Asset Advisors LLC | 6 | 6 | 0.03% | 0.11% | 0.15% | Q4 2019 | Q1 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
SYMONS CAPITAL MANAGEMENT INC | 6 | 6 | 0.27% | 0.30% | 0.32% | Q2 2020 | Q3 2021 | 6 |
LVZ, Inc. | 5 | 5 | 0.12% | 0.13% | 0.14% | Q3 2015 | Q3 2016 | 5 |
CWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 5 |
PNC FINANCIAL SERVICES GROUP, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 5 |
Csenge Advisory Group | 1 | 1 | 0.11% | 0.16% | 0.22% | Q1 2020 | Q3 2023 | 5 |
Rockefeller Capital Management L.P. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2017 | 5 |
Bartlett & Co. LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Sigma Planning Corp | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
EP Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Geneos Wealth Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
STIFEL FINANCIAL CORP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2020 | 5 |
Baird Financial Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
GERMAN AMERICAN BANCORP, INC. | 4 | 4 | 0.03% | 0.33% | 1.21% | Q4 2022 | Q3 2023 | 4 |
Advisors Preferred, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q2 2022 | 4 |
Placemark Investments, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 4 |
FIRST INTERSTATE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.48% | 1.86% | Q4 2013 | Q4 2019 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WFG Advisors, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 4 | 4 | 0.59% | 0.82% | 1.08% | Q4 2022 | Q3 2023 | 4 |
CYPRESS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.14% | 0.17% | 0.20% | Q4 2021 | Q3 2022 | 4 |
AE Wealth Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Aspire Private Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Creative Planning | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
VSR Financial Services, Inc. | 3 | 3 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q1 2016 | 3 |
CAPTRUST FINANCIAL ADVISORS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FolioMetrix LLC | 3 | 3 | 0.05% | 0.12% | 0.20% | Q4 2014 | Q2 2015 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Oldfather Financial Services, LLC | 2 | 1 | 0.14% | 0.14% | 0.15% | Q1 2022 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
Mine & Arao Wealth Creation & Management, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 3 | 0.18% | 0.21% | 0.29% | Q3 2015 | Q1 2016 | 3 |
AMERICAN INTERNATIONAL GROUP, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Ascent Group, LLC | 2 | 1 | 0.15% | 0.38% | 0.54% | Q4 2021 | Q3 2023 | 3 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 3 | 3 | 0.08% | 2.34% | 6.80% | Q4 2013 | Q2 2014 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2012 | Q2 2013 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 3 |
SteelBridge Private Wealth Advisors LLC | 3 | 3 | 0.42% | 0.56% | 0.64% | Q1 2016 | Q3 2016 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.04% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2015 | Q1 2016 | 3 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2021 | 3 |
NewEdge Advisors, LLC | 3 | 3 | 0.38% | 0.56% | 0.84% | Q3 2015 | Q1 2016 | 3 |
Smith Affiliated Capital Corp. | 3 | 3 | 0.27% | 0.31% | 0.34% | Q2 2010 | Q4 2010 | 3 |
Affiance Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
LifePlan Financial Group, Inc | 3 | 3 | 2.38% | 2.71% | 3.35% | Q3 2015 | Q1 2016 | 3 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 1.00% | 1.10% | 1.19% | Q2 2013 | Q3 2013 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
Paradigm Financial Partners, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2019 | Q3 2019 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Mayflower Financial Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2018 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Baldrige Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Ignite Planners, LLC | 1 | 1 | 0.12% | 0.21% | 0.31% | Q1 2022 | Q3 2023 | 2 |
Robertson Stephens Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Continuum Advisory, LLC | 1 | 1 | 0.05% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.01% | 0.21% | 0.41% | Q2 2023 | Q3 2023 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Strid Group, LLC | 2 | 2 | 5.32% | 6.70% | 8.09% | Q4 2015 | Q1 2016 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q3 2013 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 2 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Sturgeon Ventures LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RCS Financial Planning, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Virtu Financial LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
HORAN CAPITAL MANAGEMENT | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2015 | Q1 2015 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2013 | Q1 2013 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
3D ASSET MANAGEMENT, INC | 1 | 1 | 7.52% | 7.52% | 7.52% | Q2 2013 | Q2 2013 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CNB Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Wealth Alliance | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Affinity Capital Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
COMMERCE BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Hoxton Planning & Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
FIRETHORN WEALTH PARTNERS, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Hudock, Inc. | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2016 | Q1 2016 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Dentgroup LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Family Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Horst & Graben Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.