Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MCF Advisors LLC | 40 | 7 | 0.00% | 0.03% | 0.16% | Q4 2011 | Q3 2023 | 47 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Courage Miller Partners, LLC | 42 | 42 | 0.29% | 0.79% | 2.16% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 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 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 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 |
SMITH CHAS P & ASSOCIATES PA CPAS | 42 | 42 | 0.03% | 0.31% | 2.17% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ADELL HARRIMAN & CARPENTER INC | 36 | 5 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 33 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 39 |
BRR OpCo, LLC | 38 | 38 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q3 2022 | 38 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
FIFTH THIRD BANCORP | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 14 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 32 |
M Holdings Securities, Inc. | 22 | 4 | 0.18% | 0.47% | 1.09% | Q4 2013 | Q2 2023 | 32 |
CIBC WORLD MARKET INC. | 18 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 29 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.08% | 0.19% | 0.30% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Parallel Advisors, LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2023 | 26 |
IFP Advisors, Inc | 17 | 8 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 25 |
Madden Advisory Services, Inc. | 24 | 24 | 0.29% | 0.45% | 0.62% | Q1 2014 | Q4 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
CWM, LLC | 16 | 8 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 24 |
Citadel Advisors | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2023 | 24 |
MML INVESTORS SERVICES, LLC | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Global Retirement Partners, LLC | 15 | 7 | 0.00% | 0.09% | 0.24% | Q1 2018 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
NORTHERN TRUST CORP | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
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% | 0.00% | Q3 2018 | Q3 2023 | 21 |
RAYMOND JAMES & ASSOCIATES | 14 | 7 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 21 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.07% | 0.16% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
GOLDMAN SACHS GROUP INC | 14 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 20 |
Cetera Advisor Networks LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q2 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 19 |
Creative Planning | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
NATIONAL PLANNING CORP | 18 | 18 | 0.04% | 0.08% | 0.18% | Q2 2013 | Q3 2017 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 18 |
Matrix Trust Co | 18 | 18 | 1.06% | 1.49% | 1.90% | Q2 2019 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 12 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Towerpoint Wealth, LLC | 15 | 1 | 0.12% | 0.22% | 0.30% | Q4 2018 | Q2 2023 | 16 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.02% | 0.14% | Q3 2014 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
STIFEL FINANCIAL CORP | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.22% | 0.55% | Q4 2017 | Q3 2023 | 16 |
Private Wealth Strategies, L.L.C. | 16 | 16 | 0.13% | 0.17% | 0.23% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Archer Investment Corp | 9 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Investors Research Corp | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Ellis Investment Partners, LLC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q3 2022 | 14 |
Windsor Wealth Management, Inc. | 14 | 14 | 0.09% | 0.12% | 0.16% | Q2 2020 | Q3 2023 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 2 | 0.00% | 0.03% | 0.15% | Q2 2018 | Q3 2023 | 14 |
NEXT Financial Group, Inc | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 14 |
TAP Consulting, LLC | 13 | 1 | 0.06% | 0.47% | 0.86% | Q1 2019 | Q3 2022 | 14 |
US BANCORP \DE\ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Aptus Capital Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 13 |
DAVENPORT & Co LLC | 8 | 5 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 13 |
F3Logic, LLC | 8 | 1 | 0.08% | 0.82% | 2.60% | Q1 2018 | Q4 2022 | 12 |
West Oak Capital, LLC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Prospera Financial Services Inc | 7 | 5 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
BARCLAYS PLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 12 |
Ausdal Financial Partners, Inc. | 12 | 12 | 0.14% | 0.18% | 0.22% | Q4 2015 | Q3 2018 | 12 |
SEARCY FINANCIAL SERVICES INC /ADV | 12 | 12 | 7.27% | 10.08% | 11.38% | Q1 2019 | Q4 2021 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 0.10% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Crescent Grove Advisors, LLC | 11 | 11 | 0.05% | 0.11% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Asset Dedication, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
BEAM WEALTH ADVISORS, INC. | 10 | 1 | 0.22% | 0.64% | 0.83% | Q1 2020 | Q3 2023 | 11 |
HighTower Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 11 |
Western Wealth Management, LLC | 5 | 2 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q3 2022 | 11 |
Evanson Asset Management, LLC | 8 | 1 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q1 2022 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.37% | 0.49% | 0.53% | Q1 2021 | Q3 2023 | 11 |
TSFG, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Sowell Financial Services LLC | 10 | 10 | 0.00% | 0.03% | 0.14% | Q3 2019 | Q4 2021 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
SRS Capital Advisors, Inc. | 8 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2021 | 10 |
Lee Financial Co | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
JOYN Advisors, Inc. | 5 | 4 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q4 2018 | 9 |
First Allied Advisory Services, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2019 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
McKinley Carter Wealth Services, Inc. | 7 | 2 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 9 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.04% | 0.09% | Q2 2014 | Q3 2017 | 9 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2016 | 9 |
Integrity Financial Corp /WA | 8 | 8 | 0.04% | 0.52% | 1.03% | Q4 2021 | Q3 2023 | 8 |
Black Diamond Financial, LLC | 8 | 8 | 0.18% | 0.67% | 0.98% | Q4 2021 | Q3 2023 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.03% | 0.03% | 0.05% | Q4 2014 | Q3 2016 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Koshinski Asset Management, Inc. | 4 | 1 | 0.00% | 0.12% | 0.26% | Q1 2016 | Q1 2022 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.19% | 0.36% | 0.56% | Q4 2021 | Q3 2023 | 8 |
FLAGSTAR ADVISORS INC | 5 | 3 | 0.07% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 8 |
LexAurum Advisors, LLC | 8 | 8 | 0.07% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 1.37% | 1.84% | 2.30% | Q4 2021 | Q3 2023 | 8 |
Opes Wealth Management LLC | 7 | 7 | 0.94% | 1.06% | 1.20% | Q1 2022 | Q3 2023 | 7 |
StoneX Group Inc. | 6 | 1 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2021 | 7 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2022 | 7 |
Kestra Advisory Services, LLC | 7 | 7 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q1 2022 | 7 |
Visionary Wealth Advisors | 6 | 1 | 0.08% | 0.11% | 0.24% | Q4 2020 | Q3 2023 | 7 |
Allianz Asset Management GmbH | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
NewEdge Advisors, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 7 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 6 |
Investors Capital Advisory Services | 3 | 3 | 0.05% | 0.08% | 0.10% | Q3 2013 | Q1 2016 | 6 |
MAI Capital Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
CreativeOne Wealth, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 6 |
JPMORGAN CHASE & CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
DB Wealth Management Group, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Mariner, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Brookstone Capital Management | 5 | 5 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Provident Wealth Management, LLC | 5 | 5 | 0.00% | 1.44% | 3.62% | Q4 2019 | Q4 2020 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
DUNCKER STREETT & CO INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
OPTIMUM INVESTMENT ADVISORS | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Cetera Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q1 2022 | 5 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Ameritas Advisory Services, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 5 |
BOKF, NA | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Avior Wealth Management, LLC | 4 | 1 | 0.00% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 5 |
Gryphon Financial Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 4 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2020 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.15% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.05% | 0.07% | Q4 2021 | Q3 2022 | 4 |
Asset Allocation Strategies LLC | 4 | 4 | 0.56% | 0.65% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Full Sail Capital, LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q1 2019 | Q4 2019 | 4 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.07% | 0.11% | 0.16% | Q1 2017 | Q2 2018 | 4 |
Breakwater Capital Group | 4 | 4 | 0.15% | 0.30% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Csenge Advisory Group | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
VAUGHAN & Co SECURITIES, INC. | 4 | 4 | 0.73% | 0.75% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q1 2023 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
COMERICA SECURITIES,INC. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
Atria Wealth Solutions, Inc. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Resource Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q3 2020 | Q1 2021 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 1.06% | 1.07% | 1.08% | Q1 2023 | Q3 2023 | 3 |
Moisand Fitzgerald Tamayo, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Activest Wealth Management | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
COMERICA SECURITIES INC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q4 2017 | 3 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q1 2021 | 3 |
Madison Wealth Partners, Inc | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Financial Advocates Investment Management | 2 | 1 | 0.04% | 0.19% | 0.27% | Q4 2017 | Q1 2021 | 3 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 3 |
Key FInancial Inc | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Insight Advisors, LLC/ PA | 3 | 3 | 0.07% | 0.12% | 0.16% | Q4 2020 | Q2 2021 | 3 |
American Trust | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.15% | 0.29% | Q2 2013 | Q3 2013 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Noven Financial Group, Inc. | 2 | 2 | 2.61% | 2.65% | 2.68% | Q4 2013 | Q1 2014 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2020 | Q1 2021 | 2 |
Atria Investments, Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Pensionmark Financial Group, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Mendota Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Armbruster Capital Management, Inc. | 2 | 2 | 0.21% | 0.34% | 0.46% | Q4 2021 | Q1 2022 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2015 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Exchange Capital Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Swaine & Leidel Wealth Services, LLC | 1 | 1 | 1.26% | 1.38% | 1.50% | Q1 2021 | Q1 2022 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Second Half Financial Partners, LLC | 2 | 2 | 1.50% | 1.50% | 1.50% | Q1 2022 | Q2 2022 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Intelligence Driven Advisers, LLC | 2 | 2 | 0.24% | 0.24% | 0.25% | Q4 2018 | Q1 2019 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Valmark Advisers, Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 2 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.23% | 0.33% | 0.42% | Q4 2020 | Q1 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Sigma Planning Corp | 2 | 2 | 0.22% | 0.24% | 0.25% | Q4 2020 | Q1 2021 | 2 |
AdvisorShares Investments LLC | 2 | 2 | 9.68% | 12.86% | 16.04% | Q4 2020 | Q1 2021 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2021 | 2 |
MTM Investment Management, LLC | 2 | 2 | 0.34% | 0.43% | 0.52% | Q4 2020 | Q1 2021 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q4 2020 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2021 | Q2 2021 | 1 |
New England Private Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 3.56% | 3.56% | 3.56% | Q4 2022 | Q4 2022 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2023 | Q2 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Summit Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TFB Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Rooted Wealth Advisors, Inc. | 1 | 1 | 1.58% | 1.58% | 1.58% | Q2 2023 | Q2 2023 | 1 |
Wolff Financial Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
RiverTree Advisors, LLC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q1 2021 | Q1 2021 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
G&S Capital LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2020 | Q4 2020 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
TOEWS CORP /ADV | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2010 | Q4 2010 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NWAM LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
Dorsey Wright & Associates | 1 | 1 | 10.18% | 10.18% | 10.18% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2017 | Q1 2017 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2021 | Q4 2021 | 1 |
Trinity Wealth Management, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2021 | Q1 2021 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VICUS CAPITAL | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2021 | Q1 2021 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 2.60% | 2.60% | 2.60% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.