ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3210.00%0.00%0.01%Q2 2013Q3 202373
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.01%0.05%Q4 2012Q3 202344
JAMES INVESTMENT RESEARCH INC 42420.04%0.27%0.99%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.03%0.19%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.02%0.06%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.10%0.50%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.03%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.04%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.06%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.03%0.12%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.00%0.02%0.04%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 41410.00%0.08%0.76%Q2 2013Q2 202341
BANK OF MONTREAL /CAN/ 3720.00%0.00%0.09%Q4 2013Q3 202340
AMERIPRISE FINANCIAL INC 3360.00%0.02%0.19%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.03%0.08%Q1 2014Q3 202339
INTERACTIVE FINANCIAL ADVISORS, INC. 39390.16%1.02%5.05%Q3 2013Q1 202339
TRUIST FINANCIAL CORP 22160.00%0.08%0.53%Q2 2013Q3 202338
WEALTHCARE CAPITAL MANAGEMENT LLC 3710.02%0.27%1.40%Q4 2013Q3 202338
AMERICAN INTERNATIONAL GROUP, INC. 2330.00%0.00%0.01%Q2 2013Q3 202338
ASSETMARK, INC 20170.00%0.26%1.18%Q3 2013Q3 202337
UBS Group AG 36360.00%0.01%0.03%Q4 2014Q3 202337
Citadel Advisors 1810.00%0.00%0.00%Q4 2014Q3 202336
BlackRock Inc. 36360.00%0.00%0.01%Q4 2014Q3 202336
US BANCORP \DE\ 1710.00%0.00%0.00%Q2 2013Q3 202335
PNC FINANCIAL SERVICES GROUP, INC. 3110.00%0.00%0.00%Q2 2013Q3 202335
JANE STREET GROUP, LLC 2710.00%0.02%0.08%Q2 2014Q3 202334
FMR LLC 21120.00%0.00%0.00%Q3 2014Q3 202333
RAYMOND JAMES & ASSOCIATES 33330.01%0.03%0.17%Q3 2015Q3 202333
Ifrah Financial Services, Inc. 31312.31%2.83%3.61%Q2 2013Q4 202031
Private Advisor Group, LLC 2110.00%0.02%0.30%Q3 2014Q3 202331
JPMORGAN CHASE & CO 1820.00%0.00%0.01%Q3 2015Q3 202330
Betterment LLC 30300.00%0.00%0.01%Q2 2016Q3 202330
Advisory Services Network, LLC 2180.02%0.15%0.58%Q2 2014Q3 202329
NORTHWEST INVESTMENT COUNSELORS, LLC 29290.02%0.09%0.16%Q3 2016Q3 202329
Janney Montgomery Scott LLC 2270.01%0.09%0.26%Q2 2016Q3 202329
Steward Partners Investment Advisory, LLC 28280.00%0.09%0.20%Q4 2016Q3 202328
COLONY GROUP LLC 1930.00%0.05%0.13%Q2 2015Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.20%Q2 2013Q4 201927
Krilogy Financial LLC 1890.00%1.60%3.94%Q1 2016Q3 202327
Parallel Advisors, LLC 27270.00%0.27%1.26%Q1 2017Q3 202327
IFP Advisors, Inc 1710.00%0.01%0.08%Q2 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.06%0.22%Q2 2017Q3 202326
RiverFront Investment Group, LLC 2420.01%1.45%5.00%Q2 2016Q3 202326
Migdal Insurance & Financial Holdings Ltd. 25250.00%0.01%0.01%Q3 2017Q3 202325
WOLVERINE TRADING, LLC 1210.00%0.01%0.08%Q3 2016Q4 202225
Raymond James Financial Services Advisors, Inc. 2010.00%0.03%0.20%Q3 2015Q3 202325
First Heartland Consultants, Inc. 1410.03%0.10%0.38%Q2 2013Q2 202325
First Command Bank 24240.01%0.19%0.55%Q4 2016Q3 202224
Ballew Advisors, Inc 24240.22%1.22%2.88%Q4 2017Q3 202324
NEXT Financial Group, Inc 1310.00%0.07%0.21%Q3 2014Q4 202124
First Command Financial Services, Inc. 24240.01%0.17%0.55%Q4 2016Q3 202224
Bray Capital Advisors 23230.01%0.01%0.01%Q1 2018Q3 202323
WEST PACES ADVISORS INC. 23230.00%0.01%0.04%Q4 2016Q2 202223
GOLDMAN SACHS GROUP INC 820.00%0.00%0.01%Q2 2012Q3 202323
Cambridge Investment Research Advisors, Inc. 1810.00%0.03%0.14%Q2 2015Q3 202323
SCOTIA CAPITAL INC. 1750.01%0.02%0.04%Q1 2016Q3 202322
First Allied Advisory Services, Inc. 22220.02%0.06%0.10%Q2 2015Q3 202022
HighTower Advisors, LLC 1830.00%0.02%0.06%Q2 2016Q3 202321
CAPTRUST FINANCIAL ADVISORS 930.00%0.00%0.00%Q3 2017Q2 202321
LifePlan Financial Group, Inc 21210.06%0.77%3.35%Q3 2015Q3 202021
Creative Planning 810.00%0.00%0.04%Q2 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.06%0.25%Q3 2018Q3 202321
Hudock, Inc. 1820.00%0.24%1.00%Q1 2016Q3 202220
BENJAMIN F. EDWARDS & COMPANY, INC. 1640.00%0.13%0.64%Q3 2018Q3 202320
One Day In July LLC 20200.27%0.81%1.94%Q4 2018Q3 202320
Cardan Capital Partners, LLC 1820.27%0.88%2.36%Q4 2015Q3 202120
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1110.00%0.00%0.02%Q2 2016Q3 202319
CWM, LLC 1010.00%0.19%0.94%Q4 2013Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
BLAIR WILLIAM & CO/IL 1260.00%0.00%0.00%Q1 2019Q3 202318
Advocacy Wealth Management Services, LLC 1610.00%0.01%0.03%Q2 2016Q3 202218
Brown Advisory Securities, LLC 1620.07%0.10%0.17%Q2 2013Q4 201718
COMMONWEALTH EQUITY SERVICES, LLC 990.00%0.04%0.14%Q1 2019Q3 202318
Checchi Capital Advisers, LLC 1010.02%0.06%0.10%Q2 2014Q3 202318
GenWealth Group, Inc. 810.10%2.82%6.44%Q2 2017Q3 202317
PRUDENTIAL FINANCIAL INC 17170.00%0.00%0.01%Q2 2019Q2 202317
Itau Unibanco Holding S.A. 980.12%1.05%4.50%Q2 2019Q3 202317
SIGNATUREFD, LLC 1510.00%0.01%0.04%Q2 2016Q3 202317
PAYDEN & RYGEL 650.01%0.17%0.49%Q3 2016Q2 202317
Keel Point, LLC 16160.03%0.88%3.16%Q4 2018Q3 202216
BB&T SECURITIES, LLC 910.00%0.04%0.21%Q2 2013Q3 201916
RAYMOND JAMES TRUST N.A. 810.01%0.02%0.04%Q2 2016Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.07%0.15%Q1 2020Q3 202315
Renaissance Technologies 610.00%0.00%0.01%Q2 2018Q3 202315
FDx Advisors, Inc. 510.01%0.01%0.03%Q2 2016Q3 202315
Vestmark Advisory Solutions, Inc. 1020.02%0.18%0.76%Q1 2019Q3 202315
NORTHERN TRUST CORP 15150.00%0.00%0.00%Q2 2013Q4 201615
NewEdge Advisors, LLC 960.00%0.71%5.05%Q2 2015Q3 202315
REGIONS FINANCIAL CORP 15150.00%0.01%0.02%Q4 2017Q2 202115
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 15150.38%1.63%6.96%Q4 2017Q2 202115
Koshinski Asset Management, Inc. 610.01%0.07%0.13%Q2 2016Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.07%Q2 2016Q4 201915
MSI Financial Services Inc 15150.03%0.08%0.23%Q2 2013Q4 201615
LEVEL FOUR ADVISORY SERVICES, LLC 1010.01%0.03%0.05%Q3 2017Q2 202314
CREDIT SUISSE AG/ 1130.00%0.00%0.01%Q1 2013Q4 202214
Cetera Investment Advisers 14140.01%0.09%0.28%Q2 2020Q3 202314
Cetera Advisors LLC 910.00%0.13%0.55%Q2 2016Q3 202314
FLOW TRADERS U.S. LLC 310.02%0.19%0.67%Q3 2016Q3 202314
HSBC HOLDINGS PLC 950.00%0.00%0.01%Q4 2018Q3 202314
Geneos Wealth Management Inc. 510.00%0.04%0.21%Q1 2016Q3 202314
American Portfolios Advisors 14140.00%0.00%0.01%Q2 2019Q3 202214
Cypress Wealth Services, LLC 860.06%0.24%0.57%Q4 2018Q3 202314
Rehmann Capital Advisory Group 710.00%0.49%1.02%Q2 2010Q2 201913
Aveo Capital Partners, LLC 510.03%0.93%1.47%Q4 2018Q3 202313
Baird Financial Group, Inc. 720.00%0.01%0.03%Q4 2015Q3 202313
Transamerica Financial Advisors, Inc. 510.00%0.15%0.39%Q1 2015Q3 202313
CUTLER INVESTMENT COUNSEL LLC 13130.23%0.51%0.70%Q4 2014Q4 201713
Founders Financial Alliance, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
IndexIQ Advisors LLC 610.00%0.01%0.04%Q4 2016Q4 202013
JUNCTURE WEALTH STRATEGIES, LLC 13130.76%3.33%4.60%Q4 2016Q4 201913
Virtu KCG Holdings LLC 1120.02%0.08%0.18%Q3 2013Q4 201613
Atria Investments, Inc 940.01%0.08%0.19%Q1 2019Q3 202313
Kestra Advisory Services, LLC 13130.01%0.04%0.07%Q3 2020Q3 202313
Cetera Advisor Networks LLC 910.00%0.04%0.11%Q3 2016Q3 202313
Compagnie Lombard Odier SCmA 13130.02%1.15%3.09%Q3 2016Q3 201913
CENTAURUS FINANCIAL, INC. 520.01%0.12%0.42%Q1 2018Q2 202313
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 720.00%0.23%0.62%Q2 2015Q1 202012
Richard Bernstein Advisors LLC 12121.66%7.11%17.56%Q4 2020Q3 202312
Belpointe Asset Management LLC 810.02%0.04%0.11%Q2 2019Q2 202312
AE Wealth Management LLC 910.00%0.04%0.26%Q1 2017Q3 202312
AdvisorNet Financial, Inc 910.00%0.04%0.08%Q2 2019Q3 202312
WOLFF WIESE MAGANA LLC 12120.04%0.14%0.64%Q4 2020Q3 202312
Newbridge Financial Services Group, Inc. 750.01%0.01%0.02%Q3 2020Q3 202312
Bank of New York Mellon Corp 910.00%0.00%0.01%Q2 2013Q3 202312
Rockefeller Capital Management L.P. 12120.00%0.01%0.03%Q4 2020Q3 202312
GeoWealth Management, LLC 12120.03%0.13%0.23%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12120.04%0.06%0.09%Q4 2020Q3 202312
Source Financial Advisors LLC 12120.09%0.38%1.34%Q4 2020Q3 202312
TRANSCEND CAPITAL ADVISORS, LLC 12120.19%0.67%1.60%Q4 2020Q3 202312
HUNTINGTON NATIONAL BANK 910.00%0.00%0.00%Q2 2013Q3 202312
B. Riley Wealth Advisors, Inc. 910.00%0.06%0.14%Q2 2013Q3 202312
Sandy Spring Bank 1110.00%0.00%0.00%Q3 2019Q3 202312
PATRON PARTNERS, LLC 12120.26%1.05%2.42%Q4 2020Q3 202312
Winslow, Evans & Crocker, Inc. 12120.00%0.00%0.01%Q4 2013Q3 201612
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 12120.02%0.05%0.07%Q4 2017Q3 202012
Csenge Advisory Group 710.02%0.09%0.14%Q2 2020Q3 202311
FIFTH THIRD BANCORP 510.00%0.00%0.00%Q2 2013Q3 202311
Carroll Financial Associates, Inc. 11110.00%0.00%0.01%Q2 2019Q4 202111
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1010.00%0.01%0.04%Q4 2019Q3 202211
VICUS CAPITAL 11110.03%0.09%0.16%Q1 2021Q3 202311
Venturi Wealth Management, LLC 11110.05%0.13%0.30%Q1 2021Q3 202311
Beaumont Financial Partners, LLC 510.02%0.24%0.78%Q1 2014Q1 202211
PineBridge Investments, L.P. 11110.01%0.01%0.02%Q2 2013Q4 201511
Spire Wealth Management 11110.00%0.03%0.05%Q1 2021Q3 202311
BlackRock Investment Management, LLC 11110.00%0.00%0.00%Q4 2013Q2 201611
Laurel Wealth Advisors LLC 11110.00%0.01%0.01%Q4 2018Q2 202111
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q3 2017Q3 202311
CADINHA & CO LLC 10100.04%0.15%1.08%Q4 2019Q1 202210
Aspire Private Capital, LLC 820.00%0.02%0.09%Q2 2020Q3 202310
WEALTHSOURCE PARTNERS, LLC 710.06%0.65%1.30%Q1 2016Q3 202310
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q4 2019Q3 202310
Antonetti Capital Management LLC 910.00%0.01%0.02%Q2 2010Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.03%0.06%Q1 2021Q3 202310
Bridge Advisory, LLC 10100.31%3.66%7.69%Q2 2021Q3 202310
SFMG, LLC 640.07%0.69%2.02%Q2 2013Q4 201610
Avalon Advisory Group 10100.90%1.60%2.25%Q4 2019Q1 202210
ST GERMAIN D J CO INC 730.00%0.01%0.02%Q3 2019Q4 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Advisory Alpha, LLC 910.02%0.11%0.15%Q4 2013Q2 202310
Accel Wealth Management 10100.00%0.01%0.03%Q4 2020Q1 202310
Brookstone Capital Management 820.00%0.02%0.05%Q2 2015Q2 202310
Castleview Partners, LLC 810.00%0.03%0.27%Q2 2021Q3 20239
UBP Investment Advisors SA 540.11%0.31%0.48%Q4 2017Q4 20209
TUCKER ASSET MANAGEMENT LLC 990.00%0.00%0.01%Q3 2021Q3 20239
MASSMUTUAL TRUST CO FSB/ADV 310.00%0.02%0.05%Q1 2017Q4 20239
DEUTSCHE BANK AG\ 630.00%0.00%0.01%Q3 2013Q1 20219
TNF LLC 990.18%1.01%2.03%Q3 2021Q3 20239
BLACKROCK ADVISORS LLC 990.00%0.00%0.00%Q4 2014Q4 20169
Tradition Wealth Management, LLC 990.00%0.09%0.14%Q3 2021Q3 20239
Goodwin Investment Advisory 990.03%0.11%0.23%Q3 2021Q3 20239
UMB Bank, n.a. 420.00%0.02%0.10%Q1 2016Q3 20239
CONFLUENCE INVESTMENT MANAGEMENT LLC 420.01%0.06%0.16%Q3 2018Q1 20239
Trek Financial, LLC 990.04%0.65%1.29%Q3 2021Q3 20239
CLIENT 1ST ADVISORY GROUP, LLC 990.44%0.88%1.44%Q3 2021Q3 20239
Capital Asset Advisory Services LLC 710.00%0.03%0.27%Q2 2016Q1 20229
Horst & Graben Wealth Management LLC 990.10%1.18%1.93%Q3 2021Q3 20239
WealthOne, LLC 410.15%0.36%0.92%Q4 2018Q1 20229
ONE Advisory Partners, LLC 990.24%1.37%2.56%Q3 2021Q3 20239
Cordasco Financial Network 990.00%0.00%0.00%Q2 2020Q2 20229
Clear Creek Financial Management, LLC 990.24%0.55%1.89%Q3 2021Q3 20239
Bellwether Advisors, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
Stratos Wealth Advisors, LLC 990.02%0.07%0.14%Q3 2021Q3 20239
CREATIVE FINANCIAL DESIGNS INC /ADV 990.02%0.05%0.10%Q3 2021Q3 20239
Strategic Blueprint, LLC 990.06%0.14%0.23%Q3 2021Q3 20239
Fortis Advisors, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Integrated Wealth Concepts LLC 990.01%0.06%0.18%Q3 2021Q3 20239
High Falls Advisors, Inc 990.11%1.06%1.88%Q3 2021Q3 20239
HighVista Strategies LLC 720.02%0.09%0.18%Q2 2013Q2 20179
DAVENPORT & Co LLC 540.00%0.01%0.04%Q3 2015Q3 20239
MERCER GLOBAL ADVISORS INC /ADV 990.00%0.01%0.03%Q3 2021Q3 20239
Horan Securities, Inc. 540.00%0.01%0.02%Q2 2020Q3 20229
First Horizon Advisors, Inc. 510.00%0.01%0.03%Q3 2019Q2 20239
PARK AVENUE SECURITIES LLC 990.04%0.65%1.06%Q3 2021Q3 20239
Sigma Planning Corp 810.01%0.03%0.05%Q3 2019Q3 20239
Ancora Advisors LLC 990.00%0.00%0.01%Q3 2021Q3 20239
MARIPAU WEALTH MANAGEMENT LLC 880.19%0.77%1.28%Q4 2021Q3 20238
Snowden Capital Advisors LLC 880.01%0.03%0.04%Q4 2021Q3 20238
LIBERTY WEALTH MANAGEMENT LLC 530.02%0.34%0.74%Q3 2021Q3 20238
Security Financial Services, INC. 880.08%0.82%1.40%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.02%0.04%Q4 2021Q3 20238
Cooper Financial Group 710.16%0.35%0.70%Q3 2021Q3 20238
COMMERZBANK AKTIENGESELLSCHAFT /FI 710.00%0.00%0.01%Q3 2013Q3 20158
Sharkey, Howes & Javer 880.08%0.72%1.05%Q3 2021Q2 20238
Avior Wealth Management, LLC 530.00%0.00%0.04%Q3 2021Q3 20238
Wealthcare Advisory Partners LLC 510.00%0.03%0.09%Q4 2017Q4 20228
Equitable Holdings, Inc. 880.00%0.02%0.04%Q4 2021Q3 20238
Argent Advisors, Inc. 440.23%0.40%0.78%Q3 2020Q3 20228
One Wealth Advisors, LLC 440.37%0.82%1.24%Q3 2021Q3 20238
SBB Research Group LLC 880.30%1.43%2.57%Q4 2021Q3 20238
PROVENCE WEALTH MANAGEMENT GROUP 880.24%0.67%0.96%Q4 2021Q3 20238
Regal Investment Advisors LLC 880.03%0.09%0.14%Q3 2021Q2 20238
Aspire Wealth Management Corp 880.00%0.08%0.11%Q4 2021Q3 20238
Winfield Associates, Inc. 880.00%0.01%0.05%Q3 2014Q2 20168
Baystate Wealth Management LLC 710.00%0.01%0.01%Q3 2021Q3 20238
SteelPeak Wealth, LLC 880.02%0.20%0.34%Q3 2021Q2 20238
Proficio Capital Partners LLC 410.14%0.36%0.83%Q4 2019Q2 20228
THRIVENT FINANCIAL FOR LUTHERANS 710.00%0.01%0.01%Q3 2021Q3 20238
Invst, LLC 880.08%0.25%0.47%Q3 2021Q2 20238
FinTrust Capital Advisors, LLC 880.00%0.03%0.05%Q4 2021Q3 20238
HARBOR INVESTMENT ADVISORY, LLC 710.00%0.02%0.06%Q3 2021Q3 20238
Orion Portfolio Solutions, LLC 710.00%0.04%0.09%Q2 2020Q3 20238
Apollon Wealth Management, LLC 710.01%0.03%0.05%Q2 2020Q3 20238
Mutual Advisors, LLC 880.02%0.06%0.16%Q4 2021Q3 20238
LINCOLN NATIONAL CORP 530.01%0.03%0.06%Q3 2021Q3 20238
55I, LLC 880.03%0.20%0.69%Q2 2020Q1 20228
Pacific Wealth Management 880.37%2.91%4.86%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.00%0.00%0.00%Q4 2021Q3 20238
Austin Private Wealth, LLC 880.31%0.53%0.77%Q3 2021Q2 20238
COMERICA SECURITIES,INC. 880.02%0.17%0.27%Q3 2021Q2 20238
Gould Capital, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
Bay Harbor Wealth Management, LLC 880.10%0.66%0.97%Q3 2021Q2 20238
PAX Financial Group, LLC 880.14%0.57%0.80%Q3 2021Q2 20238
SIGNET FINANCIAL MANAGEMENT, LLC 410.00%0.05%0.12%Q1 2018Q4 20218
Truadvice, LLC 880.15%0.23%0.37%Q2 2021Q1 20238
Financial Advocates Investment Management 710.01%0.07%0.18%Q4 2017Q3 20238
Clearview Wealth Advisors LLC 880.02%0.33%0.90%Q3 2021Q2 20238
Almanack Investment Partners, LLC. 880.28%1.37%3.60%Q1 2019Q4 20208
Qube Research & Technologies Ltd 310.00%0.03%0.21%Q1 2020Q3 20238
Patriot Financial Group Insurance Agency, LLC 880.06%0.11%0.18%Q3 2021Q2 20238
Pensionmark Financial Group, LLC 770.10%0.17%0.41%Q4 2021Q2 20237
Raub Brock Capital Management LP 770.76%1.13%1.61%Q2 2019Q4 20207
FIRETHORN WEALTH PARTNERS, LLC 770.32%0.61%0.81%Q4 2021Q2 20237
BMS Financial Advisors, LLC 770.14%0.40%0.82%Q4 2021Q2 20237
Mayflower Financial Advisors, LLC 770.03%0.16%0.24%Q1 2022Q3 20237
Merit Financial Group, LLC 770.01%0.08%0.10%Q1 2022Q3 20237
Keystone Financial Services 770.43%1.32%2.04%Q4 2021Q2 20237
OPTIMUM INVESTMENT ADVISORS 770.00%0.00%0.00%Q3 2013Q1 20157
TriaGen Wealth Management LLC 770.20%0.23%0.30%Q4 2020Q2 20227
Sowell Financial Services LLC 610.00%0.01%0.04%Q4 2019Q1 20237
Blue Edge Capital, LLC 771.39%2.07%2.82%Q1 2019Q3 20207
CreativeOne Wealth, LLC 770.09%0.35%0.72%Q1 2022Q3 20237
Ellis Investment Partners, LLC 770.00%0.00%0.00%Q1 2020Q3 20217
Interchange Capital Partners, LLC 310.11%0.24%0.35%Q4 2020Q3 20237
BTS Asset Management, Inc. 770.01%2.35%11.87%Q2 2019Q4 20207
Avidian Wealth Solutions, LLC 770.02%0.05%0.06%Q4 2021Q2 20237
RFG Advisory, LLC 770.03%0.17%0.30%Q1 2022Q3 20237
Global Retirement Partners, LLC 770.01%0.03%0.04%Q1 2022Q3 20237
Stokes Family Office, LLC 770.08%0.22%0.65%Q1 2022Q3 20237
AVANTAX ADVISORY SERVICES, INC. 770.00%0.02%0.03%Q1 2022Q3 20237
NWAM LLC 610.03%0.08%0.15%Q3 2021Q2 20237
Commonwealth Equity Services, Inc 770.00%0.01%0.01%Q2 2015Q4 20167
Icon Wealth Partners, LLC 430.01%0.26%0.48%Q3 2021Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.12%0.26%Q1 2022Q3 20237
Foundations Investment Advisors, LLC 610.02%0.15%0.29%Q4 2018Q3 20237
BENJAMIN EDWARDS INC 610.04%0.51%1.90%Q1 2019Q3 20217
Kingsview Wealth Management, LLC 610.01%0.02%0.02%Q4 2021Q3 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
West Wealth Group, LLC 770.74%0.98%1.28%Q4 2021Q2 20237
TCWP LLC 770.35%0.93%1.66%Q4 2021Q2 20237
Raleigh Capital Management Inc. 770.01%0.07%0.10%Q1 2022Q3 20237
Arete Wealth Advisors, LLC 430.02%0.05%0.08%Q1 2020Q2 20237
WealthShield Partners, LLC 770.02%0.15%0.26%Q1 2022Q3 20237
Catalyst Capital Advisors LLC 610.00%0.00%0.01%Q1 2015Q4 20167
Voya Financial Advisors, Inc. 770.01%0.01%0.02%Q2 2017Q4 20187
SWMG, LLC 430.37%0.73%1.07%Q3 2021Q2 20237
Ascent Group, LLC 520.06%0.20%0.53%Q4 2021Q3 20237
FineMark National Bank & Trust 430.01%0.08%0.14%Q1 2014Q4 20197
Gradient Investments LLC 210.00%0.15%0.54%Q3 2020Q3 20237
Day & Ennis, LLC 770.13%0.46%0.83%Q1 2022Q3 20237
Robertson Stephens Wealth Management, LLC 610.02%0.05%0.09%Q4 2021Q3 20237
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 770.43%3.26%4.96%Q1 2022Q3 20237
Pinnacle Bancorp, Inc. 310.00%0.01%0.01%Q1 2020Q3 20237
W ADVISORS, LLC 770.21%0.48%0.70%Q1 2022Q3 20237
Element Wealth, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
Advisors Preferred, LLC 310.01%0.04%0.06%Q3 2015Q1 20227
JB Capital LLC 770.05%0.95%1.36%Q4 2021Q2 20237
Legacy Private Trust Co. 430.02%0.26%0.78%Q4 2021Q3 20237
Stone House Investment Management, LLC 770.20%1.14%1.41%Q4 2021Q2 20237
Mizuho Trust & Banking Co., Ltd. 430.37%2.15%5.03%Q4 2017Q2 20207
Summit X, LLC 770.12%0.32%0.59%Q1 2022Q3 20237
Sequoia Financial Advisors, LLC 410.16%0.64%0.94%Q4 2013Q3 20237
Spectrum Planning & Advisory Services Inc. 660.96%1.03%1.17%Q3 2021Q4 20226
Allworth Financial LP 660.00%0.01%0.03%Q2 2022Q3 20236
First Financial Bank - Trust Division 661.07%2.15%2.71%Q3 2022Q4 20236
MANAGED ACCOUNT ADVISORS LLC 660.00%0.00%0.00%Q1 2014Q2 20156
OLIVER LAGORE VANVALIN INVESTMENT GROUP 660.06%0.11%0.15%Q1 2022Q2 20236
Atlas Private Wealth Advisors 660.02%0.03%0.04%Q2 2020Q3 20216
Anchor Investment Management, LLC 510.00%0.01%0.01%Q3 2017Q1 20236
CAPRIN ASSET MANAGEMENT LLC /ADV 420.01%0.01%0.01%Q4 2015Q4 20176
PRIVATE TRUST CO NA 660.01%0.02%0.03%Q2 2022Q3 20236
OPPENHEIMER & CO INC 310.01%0.01%0.03%Q1 2015Q3 20226
Concorde Asset Management, LLC 660.18%0.34%0.58%Q1 2022Q2 20236
Blue Trust, Inc. 660.07%0.09%0.12%Q2 2022Q3 20236
SigFig Wealth Management, LLC 660.05%0.07%0.09%Q1 2022Q2 20236
Eagle Ridge Investment Management 660.05%0.06%0.08%Q4 2016Q1 20186
WealthPLAN Partners, LLC 330.02%0.04%0.07%Q3 2021Q2 20236
Apeiron RIA LLC 420.27%0.49%0.59%Q4 2021Q2 20236
RHS Financial, LLC 420.19%0.24%0.33%Q3 2021Q3 20236
TFO Wealth Partners, LLC 660.00%0.01%0.04%Q2 2022Q3 20236
Mayfair Advisory Group, LLC 661.76%2.60%3.64%Q2 2022Q3 20236
WOODWARD DIVERSIFIED CAPITAL, LLC 660.17%0.19%0.26%Q1 2022Q2 20236
Argentus Capital Management, LLC 510.01%0.17%0.83%Q2 2014Q3 20166
Tower Research Capital LLC (TRC) 310.00%0.00%0.01%Q1 2015Q3 20236
Simplicity Solutions, LLC 210.00%0.05%0.21%Q1 2017Q2 20236
Capital Analysts, LLC 660.00%0.02%0.02%Q2 2022Q3 20236
Lenox Wealth Management, Inc. 660.37%0.74%0.88%Q2 2017Q3 20186
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
MONEY CONCEPTS CAPITAL CORP 420.00%0.00%0.02%Q4 2020Q3 20226
Mirae Asset Global Investments Co., Ltd. 330.00%0.01%0.02%Q1 2021Q1 20236
Pettinga Financial Advisors LLC 660.57%1.11%1.44%Q1 2022Q2 20236
Westside Investment Management, Inc. 410.00%0.01%0.03%Q4 2018Q4 20206
Keystone Wealth Services, LLC 660.28%0.36%0.56%Q1 2022Q2 20236
Visionary Wealth Advisors 510.02%0.08%0.15%Q4 2019Q4 20216
MANUFACTURERS LIFE INSURANCE COMPANY, THE 510.00%0.00%0.01%Q3 2017Q1 20206
Wealth Alliance 660.23%0.28%0.33%Q1 2022Q2 20236
Aptus Capital Advisors, LLC 510.00%0.00%0.00%Q2 2021Q3 20236
U.S. Capital Wealth Advisors, LLC 660.01%0.03%0.07%Q2 2022Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.02%0.02%0.03%Q2 2021Q4 20226
GRIES FINANCIAL LLC 510.14%1.15%1.71%Q1 2022Q3 20236
Mariner, LLC 510.00%0.00%0.00%Q3 2016Q3 20236
Prime Capital Investment Advisors, LLC 510.01%0.14%0.61%Q3 2019Q3 20236
Mount Yale Investment Advisors, LLC 660.04%0.05%0.06%Q1 2022Q2 20236
Keebeck Wealth Management, LLC 660.10%0.14%0.17%Q2 2022Q3 20236
GPS Wealth Strategies Group, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
My Legacy Advisors, LLC 660.16%0.36%0.53%Q2 2022Q3 20236
Tri-Star Advisors Inc. 660.16%1.15%3.45%Q3 2021Q4 20226
Faithward Advisors, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
PFG Advisors 550.06%0.11%0.16%Q3 2022Q3 20235
WEDBUSH SECURITIES INC 550.02%0.02%0.03%Q3 2022Q3 20235
OneDigital Investment Advisors LLC 550.02%0.10%0.28%Q3 2022Q3 20235
Retirement Group, LLC 410.00%0.00%0.00%Q4 2019Q1 20215
TrinityPoint Wealth, LLC 550.19%0.32%0.45%Q3 2022Q3 20235
CARY STREET PARTNERS ASSET MANAGEMENT LLC 210.08%0.47%0.81%Q4 2021Q3 20235
Annex Advisory Services, LLC 550.40%4.43%5.71%Q3 2022Q3 20235
Hanlon Investment Management, Inc. 550.06%0.10%0.13%Q2 2022Q2 20235
Clean Yield Group 410.00%0.06%0.08%Q1 2022Q3 20235
TRUE Private Wealth Advisors 550.06%0.07%0.09%Q2 2022Q2 20235
Covestor Ltd 550.00%0.00%0.00%Q3 2022Q3 20235
KESTRA PRIVATE WEALTH SERVICES, LLC 320.02%0.02%0.02%Q3 2021Q3 20235
Marcum Wealth, LLC 550.04%0.05%0.06%Q3 2022Q3 20235
Sovereign Financial Group, Inc. 410.08%0.13%0.17%Q2 2022Q3 20235
WFG Advisors, LP 320.00%0.00%0.00%Q2 2013Q1 20165
Concord Wealth Partners 210.00%0.00%0.00%Q1 2022Q3 20235
WBI INVESTMENTS, LLC 310.46%1.50%2.07%Q3 2015Q3 20175
CFS Investment Advisory Services, LLC 410.12%0.48%0.74%Q3 2021Q2 20235
LexAurum Advisors, LLC 410.08%0.09%0.12%Q2 2022Q3 20235
Financial Gravity Asset Management, Inc. 310.00%0.15%0.63%Q3 2018Q3 20235
SG Americas Securities, LLC 320.00%0.06%0.17%Q1 2016Q4 20195
ShoreHaven Wealth Partners, LLC 410.68%0.96%1.31%Q2 2022Q3 20235
SUTTON PLACE INVESTORS LLC 410.33%0.39%0.46%Q4 2021Q2 20235
Connectus Wealth, LLC 550.03%0.07%0.14%Q3 2022Q3 20235
Successful Portfolios LLC 550.22%0.28%0.41%Q1 2022Q1 20235
Tidal Investments LLC 550.18%0.24%0.39%Q1 2022Q1 20235
FRANKLIN RESOURCES INC 550.00%0.00%0.00%Q3 2022Q3 20235
AVALON CAPITAL MANAGEMENT 316.56%9.80%16.33%Q1 2018Q3 20235
NATIONAL PLANNING CORP 410.03%0.05%0.08%Q1 2015Q3 20165
Carmichael Hill & Associates, Inc. 550.01%0.01%0.01%Q4 2019Q4 20205
BAILARD, INC. 550.02%0.03%0.03%Q3 2019Q3 20205
BB&T INVESTMENT SERVICES, INC. 550.01%0.01%0.02%Q4 2016Q4 20175
FLC Capital Advisors 550.07%0.58%0.92%Q3 2021Q3 20225
Intellectus Partners, LLC 550.10%0.11%0.12%Q1 2021Q1 20225
Gupta Wealth Management LLC 550.01%0.02%0.02%Q1 2015Q1 20165
Strategic Asset Management, LLC 550.00%0.16%0.22%Q3 2021Q3 20225
SVB WEALTH LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Buttonwood Financial Group, LLC 551.03%2.90%3.95%Q1 2022Q1 20235
SALEM INVESTMENT COUNSELORS INC 550.00%0.00%0.00%Q3 2022Q3 20235
Bluefin Trading, LLC 410.13%0.44%0.81%Q2 2013Q1 20155
ABSOLUTE CAPITAL MANAGEMENT, LLC 410.02%0.16%0.22%Q4 2021Q2 20235
IFG Advisory, LLC 410.02%0.04%0.09%Q2 2022Q3 20235
Allianz Asset Management GmbH 210.00%0.00%0.01%Q3 2015Q2 20224
Sentinus, LLC 440.43%0.66%0.94%Q3 2022Q2 20234
Centerpoint Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Jacobi Capital Management LLC 440.00%0.00%0.00%Q1 2020Q4 20204
MUFG Americas Holdings Corp 310.00%0.00%0.00%Q4 2010Q3 20134
Benedetti & Gucer, Inc. 441.16%2.61%3.34%Q4 2022Q3 20234
Ferguson Shapiro LLC 4412.10%18.36%24.47%Q4 2019Q3 20204
Clearstead Trust, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Stratos Wealth Partners, LTD. 210.00%0.03%0.05%Q1 2018Q3 20234
BEAM WEALTH ADVISORS, INC. 442.57%3.35%4.80%Q4 2022Q3 20234
Knowledge Leaders Capital, LLC 210.11%1.35%3.48%Q1 2016Q3 20174
TD Waterhouse Canada Inc. 440.23%0.25%0.26%Q4 2022Q3 20234
VSR Financial Services, Inc. 440.02%0.05%0.08%Q3 2015Q2 20164
Family Asset Management, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Swan Global Investments, LLC 440.10%0.11%0.12%Q1 2016Q4 20164
PERRITT CAPITAL MANAGEMENT INC 441.02%1.51%1.99%Q1 2019Q4 20194
Gateway Wealth Partners, LLC 440.05%0.07%0.10%Q4 2022Q3 20234
Private Advisory Group LLC 310.22%0.29%0.37%Q2 2020Q3 20224
Rosenberg Matthew Hamilton 440.00%0.00%0.00%Q4 2022Q3 20234
Horizon Investments, LLC 440.03%0.04%0.05%Q3 2015Q2 20164
Goelzer Investment Management, Inc. 440.02%0.05%0.07%Q4 2022Q3 20234
Arlington Partners LLC 440.00%0.00%0.00%Q4 2022Q3 20234
New Republic Capital, LLC 440.01%0.07%0.09%Q4 2022Q3 20234
RS CRUM INC. 442.75%3.16%3.67%Q4 2022Q3 20234
ASB Consultores, LLC 440.16%0.35%0.82%Q3 2022Q2 20234
Beaird Harris Wealth Management, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Spectrum Management Group, LLC 310.06%0.19%0.34%Q3 2021Q3 20224
New Potomac Partners, LLC 440.93%1.09%1.16%Q4 2022Q3 20234
MCF Advisors LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Vista Private Wealth Partners. LLC 440.16%0.19%0.21%Q4 2022Q3 20234
GUARDIAN WEALTH ADVISORS, LLC / NC 440.00%0.00%0.00%Q4 2022Q3 20234
Parcion Private Wealth LLC 440.03%0.04%0.05%Q4 2022Q3 20234
BerganKDV Wealth Management, LLC 440.02%0.02%0.02%Q3 2022Q2 20234
Klaas Financial Asset Advisors, LLC 440.15%0.18%0.21%Q4 2022Q3 20234
Private Capital Group, LLC 440.02%0.03%0.07%Q3 2021Q2 20224
Forum Financial Management, LP 4414.06%16.78%19.34%Q4 2022Q3 20234
Detalus Advisors, LLC 441.13%1.29%1.50%Q3 2022Q2 20234
MA Private Wealth 440.64%1.95%2.70%Q4 2022Q3 20234
MGO ONE SEVEN LLC 310.01%0.17%0.51%Q4 2018Q3 20234
MinichMacGregor Wealth Management, LLC 440.00%0.00%0.00%Q4 2015Q3 20164
Farther Finance Advisors, LLC 440.09%0.30%0.39%Q4 2022Q3 20234
FOUNDERS FINANCIAL SECURITIES LLC 440.18%0.24%0.30%Q3 2015Q2 20164
Brinker Capital Investments, LLC 440.01%0.01%0.01%Q1 2022Q4 20224
CAMBRIDGE TRUST CO 440.01%0.11%0.31%Q4 2022Q3 20234
BlackRock Fund Advisors 220.00%0.00%0.00%Q2 2013Q3 20144
First Citizens Asset Management, Inc. 440.12%2.27%4.87%Q4 2022Q3 20234
Congress Wealth Management LLC / DE / 442.20%2.60%2.94%Q4 2022Q3 20234
Members Advisory Group LLC 449.70%10.37%10.86%Q4 2022Q3 20234
Realta Investment Advisors 210.00%0.00%0.01%Q2 2019Q3 20234
W.H. Cornerstone Investments Inc. 440.41%0.48%0.61%Q3 2022Q2 20234
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.02%0.04%Q4 2022Q3 20234
CABANA LLC 110.02%0.07%0.16%Q4 2018Q2 20203
Hoxton Planning & Management, LLC 330.61%0.77%0.97%Q4 2022Q2 20233
Clarus Wealth Advisors 331.32%1.36%1.40%Q4 2022Q2 20233
Paradigm Financial Partners, LLC 330.12%0.12%0.13%Q1 2019Q3 20193
TWO SIGMA SECURITIES, LLC 110.00%0.05%0.14%Q4 2016Q3 20233
Stadion Money Management, LLC 330.17%0.29%0.53%Q2 2013Q4 20133
ALTERNA WEALTH MANAGEMENT, INC 330.28%0.39%0.46%Q4 2022Q2 20233
BAKER TILLY WEALTH MANAGEMENT, LLC 330.02%0.03%0.04%Q4 2022Q2 20233
HL FINANCIAL SERVICES LLC 330.01%0.02%0.03%Q1 2016Q3 20163
Colonial Trust Co / SC 330.00%0.00%0.00%Q1 2023Q3 20233
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.01%0.01%Q1 2021Q4 20213
WealthPlan Investment Management, LLC 210.02%0.04%0.05%Q1 2022Q4 20223
Dentgroup LLC 330.31%0.33%0.34%Q4 2022Q2 20233
VALLEY NATIONAL ADVISERS INC 210.00%0.00%0.00%Q3 2019Q4 20223
Ausdal Financial Partners, Inc. 210.02%0.04%0.05%Q4 2015Q1 20233
Mendel Capital Management LLC 330.19%0.55%0.74%Q1 2023Q3 20233
Eudaimonia Partners, LLC 330.68%0.85%0.96%Q1 2021Q3 20213
Professional Financial Advisors, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
LVW Advisors, LLC 330.51%0.52%0.53%Q1 2023Q3 20233
Financial & Tax Architects, LLC 210.64%0.76%0.86%Q3 2021Q2 20233
Global Wealth Management Investment Advisory, Inc. 210.00%0.00%0.01%Q1 2019Q2 20223
J. W. Coons Advisors, LLC 330.10%0.11%0.13%Q1 2023Q3 20233
Van Hulzen Asset Management, LLC 330.12%0.43%0.62%Q1 2022Q3 20223
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 330.00%0.00%0.00%Q1 2023Q3 20233
CENTRAL TRUST Co 330.00%0.00%0.00%Q4 2021Q2 20223
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 330.00%0.00%0.00%Q1 2023Q3 20233
MOTCO 330.01%0.01%0.01%Q1 2016Q3 20163
Northwest Capital Management Inc 210.00%0.04%0.11%Q2 2022Q3 20233
CBIZ Investment Advisory Services, LLC 330.02%0.02%0.02%Q4 2019Q2 20203
Laurel Wealth Advisors, Inc. 210.02%0.03%0.04%Q1 2022Q4 20223
Williams Financial, LLC 210.52%1.12%1.44%Q1 2022Q2 20233
McAdam, LLC 330.02%0.02%0.03%Q1 2018Q3 20183
Copperleaf Capital, LLC 330.63%1.08%1.72%Q4 2022Q2 20233
ORG Partners LLC 330.00%0.24%0.44%Q1 2023Q3 20233
SPC Financial, Inc. 110.22%0.30%0.36%Q3 2020Q2 20233
ProVise Management Group, LLC 330.13%0.17%0.21%Q1 2023Q3 20233
Golden State Equity Partners 330.79%1.34%2.23%Q1 2023Q3 20233
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 330.37%0.46%0.50%Q4 2022Q2 20233
STEPHENS INC /AR/ 330.02%0.08%0.13%Q1 2016Q3 20163
AdvisorShares Investments LLC 330.02%0.10%0.14%Q3 2020Q1 20213
NorthCoast Asset Management LLC 330.10%0.11%0.11%Q3 2018Q1 20193
Vertex Planning Partners, LLC 330.08%0.09%0.10%Q4 2022Q2 20233
RCS Financial Planning, LLC 330.38%0.40%0.43%Q4 2022Q2 20233
Jefferies Group LLC 210.00%0.01%0.03%Q3 2013Q2 20143
Cornerstone Planning Group LLC 210.03%0.11%0.21%Q4 2022Q3 20233
Beacon Capital Management, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
LFA - Lugano Financial Advisors SA 333.31%3.51%3.84%Q1 2023Q3 20233
LGT Financial Advisors LLC 210.02%0.09%0.19%Q4 2022Q3 20233
AlphaCore Capital LLC 210.00%0.00%0.00%Q3 2021Q3 20233
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
ALLIANCEBERNSTEIN L.P. 330.00%0.00%0.00%Q4 2021Q2 20223
Householder Group Estate & Retirement Specialist, LLC 110.03%0.03%0.04%Q3 2022Q3 20233
REGIMEN WEALTH, LLC 330.20%0.31%0.40%Q4 2022Q2 20233
Resurgent Financial Advisors LLC 330.04%0.06%0.06%Q4 2022Q2 20233
LAZARD ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q2 2013Q4 20133
Estate Counselors, LLC 330.15%0.22%0.34%Q4 2022Q2 20233
Hilltop Holdings Inc. 210.04%0.05%0.06%Q3 2020Q3 20233
Savior LLC 330.00%0.01%0.02%Q3 2021Q1 20223
Fiduciary Alliance LLC 210.00%0.05%0.10%Q4 2022Q3 20233
AllSquare Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Beacon Bridge Wealth Partners, LLC 330.12%0.13%0.16%Q1 2023Q3 20233
Private Portfolio Partners LLC 210.16%0.21%0.28%Q2 2021Q2 20223
Gallagher Fiduciary Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
FIRST CITIZENS BANK & TRUST CO 331.42%2.24%3.55%Q1 2023Q3 20233
StoneX Group Inc. 330.10%0.14%0.19%Q1 2020Q3 20203
Midwest Professional Planners, LTD. 331.16%1.19%1.24%Q2 2020Q4 20203
Park Place Capital Corp 330.06%0.07%0.08%Q4 2022Q2 20233
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q2 2020Q4 20203
Noven Financial Group, Inc. 111.11%10.04%18.86%Q3 2014Q1 20203
HHM Wealth Advisors, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Western Wealth Management, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Cape Investment Advisory, Inc. 330.00%0.02%0.04%Q1 2023Q3 20233
Parkside Financial Bank & Trust 330.02%0.02%0.02%Q2 2022Q4 20223
Procyon Advisors, LLC 210.01%0.27%0.78%Q1 2020Q4 20223
Waterloo Capital, L.P. 330.06%0.13%0.17%Q1 2023Q3 20233
Wakefield Asset Management LLLP 330.30%0.57%0.73%Q3 2022Q1 20233
DRW Securities, LLC 110.02%0.09%0.20%Q3 2013Q4 20193
Truvestments Capital LLC 210.00%0.00%0.00%Q4 2021Q3 20223
Financial Architects, Inc 330.00%0.01%0.01%Q1 2016Q3 20163
Wealth Advisory Solutions, LLC 330.06%0.06%0.07%Q3 2022Q1 20233
Essex Financial Services, Inc. 330.08%0.09%0.10%Q1 2023Q3 20233
Perigon Wealth Management, LLC 210.00%0.02%0.06%Q4 2020Q3 20233
ICA Group Wealth Management, LLC 330.00%0.01%0.02%Q4 2022Q2 20233
Centurion Wealth Management LLC 330.50%0.55%0.62%Q4 2022Q2 20233
FFG RETIREMENT ADVISORS LLC 330.90%0.96%1.02%Q4 2022Q2 20233
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q3 20233
AVAII WEALTH MANAGEMENT, LLC 332.13%2.25%2.40%Q1 2023Q3 20233
LINCOLN CAPITAL CORP 211.61%1.74%1.82%Q3 2020Q3 20233
Strid Group, LLC 334.96%6.14%8.26%Q4 2015Q2 20163
Jane Street Holding, LLC 330.01%0.04%0.08%Q2 2013Q4 20133
Beaumont Capital Management, LLC 210.30%0.50%0.89%Q4 2020Q1 20223
Bigelow Investment Advisors, LLC 330.19%0.25%0.33%Q4 2017Q2 20183
Lifeworks Advisors, LLC 330.22%0.28%0.34%Q1 2023Q3 20233
Icon Wealth Advisors, LLC 220.38%0.43%0.49%Q3 2022Q4 20222
Russell Investments Group, Ltd. 220.01%0.01%0.01%Q2 2023Q3 20232
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2022Q4 20222
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Quantitative Strategies, Inc. 226.77%7.00%7.24%Q2 2023Q3 20232
EWG Elevate Inc. 220.00%5.07%10.15%Q3 2022Q4 20222
M&T BANK CORP 220.00%0.00%0.00%Q2 2016Q3 20162
IAG Wealth Partners, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Balboa Wealth Partners 220.13%0.27%0.42%Q1 2023Q2 20232
Shelter Mutual Insurance Co 220.16%0.16%0.16%Q2 2023Q3 20232
Ground Swell Capital, LLC 110.15%0.27%0.39%Q2 2014Q3 20232
Mascoma Wealth Management LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Simplicity Wealth,LLC 220.21%0.23%0.24%Q1 2023Q2 20232
DAYMARK WEALTH PARTNERS, LLC 220.35%0.38%0.42%Q2 2023Q3 20232
SCS Capital Management LLC 220.02%0.02%0.02%Q2 2023Q3 20232
JT Stratford LLC 220.08%0.09%0.10%Q2 2023Q3 20232
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q2 2023Q3 20232
BREWIN DOLPHIN LTD 220.00%0.00%0.00%Q1 2022Q2 20222
TimeScale Financial, Inc. 220.02%0.02%0.03%Q1 2023Q2 20232
Belvedere Advisors LLC 220.18%0.70%1.22%Q1 2019Q2 20192
Range Financial Group LLC 220.14%0.14%0.15%Q1 2023Q2 20232
NEW ENGLAND SECURITIES CORP /MA/ 220.01%0.01%0.01%Q2 2013Q3 20132
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2019Q3 20232
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
AdvicePeriod, LLC 220.16%0.20%0.24%Q2 2018Q3 20182
Capital CS Group, LLC 220.18%0.18%0.18%Q4 2021Q1 20222
Sierra Capital LLC 220.03%0.03%0.03%Q3 2022Q4 20222
Ballentine Partners, LLC 220.02%0.03%0.03%Q3 2019Q4 20192
Affinity Capital Advisors, LLC 220.11%0.13%0.15%Q2 2023Q3 20232
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2022Q3 20232
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20222
CMH Wealth Management LLC 112.13%2.47%2.82%Q4 2020Q1 20222
Financial Engines Advisors L.L.C. 220.00%0.00%0.00%Q4 2020Q1 20212
GREAT WEST LIFE ASSURANCE CO /CAN/ 220.00%0.00%0.00%Q1 2015Q2 20152
Legacy Financial Group LLC 220.00%0.21%0.42%Q2 2023Q3 20232
Crow Point Partners, LLC 220.06%0.06%0.06%Q3 2017Q4 20172
Tempus Wealth Planning, LLC 220.11%0.11%0.12%Q1 2023Q2 20232
Visionary Asset Management, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
Better Money Decisions, LLC 110.00%0.00%0.00%Q3 2021Q2 20222
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
USCA RIA LLC 223.22%3.30%3.38%Q1 2016Q2 20162
Laffer Tengler Investments, Inc. 220.00%0.00%0.00%Q2 2020Q3 20202
Gateway Advisory, LLC 220.10%0.11%0.12%Q1 2016Q2 20162
Intelligence Driven Advisers, LLC 220.05%0.06%0.07%Q1 2022Q2 20222
Fortis Capital Advisors, LLC 220.01%0.02%0.02%Q4 2022Q1 20232
Strategic Investment Advisors / MI 220.08%0.09%0.10%Q2 2020Q3 20202
SRS Capital Advisors, Inc. 220.29%2.47%4.65%Q1 2020Q2 20202
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q1 2021Q3 20222
WINTRUST INVESTMENTS LLC 220.29%0.32%0.36%Q3 2022Q4 20222
Sunbelt Securities, Inc. 220.04%0.04%0.04%Q2 2023Q3 20232
Orion Capital Management LLC 220.00%0.00%0.00%Q4 2020Q1 20212
SouthState Corp 220.00%0.00%0.00%Q4 2022Q1 20232
Private Ocean, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Scarborough Advisors, LLC 222.04%2.07%2.10%Q3 2022Q4 20222
CIBC WORLD MARKET INC. 110.00%0.01%0.02%Q3 2015Q3 20192
ADVISOR PARTNERS II, LLC 220.08%0.18%0.27%Q2 2023Q3 20232
Aurora Private Wealth, Inc. 220.31%0.36%0.40%Q1 2023Q2 20232
M Financial Asset Management, Inc. 220.01%0.01%0.01%Q2 2020Q3 20202
Alpha Omega Wealth Management LLC 220.00%0.00%0.00%Q4 2015Q1 20162
PATHSTONE FAMILY OFFICE, LLC 220.52%0.53%0.54%Q2 2023Q3 20232
Stelac Advisory Services LLC 220.07%0.08%0.08%Q2 2023Q3 20232
Leelyn Smith, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
F3Logic, LLC 220.05%0.06%0.06%Q3 2022Q4 20222
MV CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q3 2020Q4 20202
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Cresta Advisors, Ltd. 223.31%3.38%3.45%Q2 2023Q3 20232
Aprio Wealth Management, LLC 220.09%0.10%0.10%Q2 2023Q3 20232
STUDIO INVESTMENT MANAGEMENT LLC 110.00%0.03%0.06%Q2 2022Q4 20222
Chevy Chase Trust Holdings, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Wayfinding Financial, LLC 220.28%0.28%0.29%Q2 2023Q3 20232
HYA Advisors, Inc 220.52%1.09%1.65%Q1 2022Q2 20222
Financial Management Professionals, Inc. 110.00%0.49%0.98%Q1 2016Q2 20232
Pallas Capital Advisors LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Essex Savings Bank 220.02%0.02%0.02%Q4 2018Q1 20192
Arlington Capital Management, Inc. 220.21%0.24%0.28%Q4 2015Q1 20162
Biltmore Capital Advisors LLC 220.13%0.13%0.14%Q3 2021Q4 20212
WCG Wealth Advisors LLC 220.09%0.12%0.16%Q2 2023Q3 20232
STABLEFORD CAPITAL II LLC 222.24%2.41%2.58%Q2 2022Q3 20222
ACG Wealth 220.00%0.07%0.14%Q2 2022Q3 20222
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.32%0.33%0.33%Q2 2015Q3 20152
Allred Capital Management, LLC 110.00%0.00%0.01%Q4 2019Q1 20212
Choate Investment Advisors 220.00%0.00%0.00%Q4 2021Q1 20222
CHOREO, LLC 220.07%0.07%0.07%Q1 2023Q2 20232
FIFTH THIRD SECURITIES, INC. 220.97%0.98%0.98%Q4 2021Q1 20222
Lion Street Advisors, LLC 110.33%0.42%0.52%Q1 2020Q3 20202
AlphaStar Capital Management, LLC 220.02%0.06%0.09%Q1 2023Q2 20232
VIVID FINANCIAL MANAGEMENT, INC. 220.64%0.68%0.71%Q3 2021Q4 20212
DFPG INVESTMENTS, LLC 220.07%0.07%0.07%Q1 2023Q2 20232
Penserra Capital Management LLC 110.00%0.00%0.00%Q1 2020Q3 20212
Beacon Pointe Advisors, LLC 110.02%0.02%0.02%Q1 2023Q3 20232
KARLINSKI ANDREW C 110.02%0.02%0.02%Q3 2022Q3 20221
Modus Advisors, LLC 111.27%1.27%1.27%Q4 2023Q4 20231
Wealth Management Solutions, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Columbus Macro, LLC 110.20%0.20%0.20%Q1 2023Q1 20231
MBM Wealth Consultants, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Eagle Strategies LLC 110.43%0.43%0.43%Q2 2023Q2 20231
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
GTS SECURITIES LLC 110.02%0.02%0.02%Q3 2023Q3 20231
FIRST HORIZON CORP 110.00%0.00%0.00%Q3 2020Q3 20201
Cascadia Advisory Services, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
LOCKERMAN FINANCIAL GROUP, INC. 111.21%1.21%1.21%Q3 2023Q3 20231
Edmonds Duncan Registered Investment Advisors, LLC 112.73%2.73%2.73%Q4 2022Q4 20221
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
OKABENA INVESTMENT SERVICES INC 110.01%0.01%0.01%Q1 2023Q1 20231
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Global Trust Asset Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
North Star Investment Management Corp. 110.00%0.00%0.00%Q3 2018Q3 20181
Alpha Square Group S LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Zions Bancorporation 110.00%0.00%0.00%Q2 2016Q2 20161
Axim Planning & Wealth 110.00%0.00%0.00%Q3 2022Q3 20221
JNBA Financial Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
Richwood Investment Advisors, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Gallagher Benefit Services, Inc. 110.05%0.05%0.05%Q4 2022Q4 20221
Astoria Portfolio Advisors LLC. 110.63%0.63%0.63%Q3 2023Q3 20231
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.38%0.38%0.38%Q4 2016Q4 20161
Clark Capital Management Group, Inc. 110.36%0.36%0.36%Q3 2015Q3 20151
Lattice Strategies LLC 112.01%2.01%2.01%Q2 2013Q2 20131
Northstar Advisory Group, LLC 110.97%0.97%0.97%Q3 2021Q3 20211
Pinnacle Family Advisors, LLC 110.15%0.15%0.15%Q1 2023Q1 20231
Global Financial Private Capital, Inc 110.61%0.61%0.61%Q2 2020Q2 20201
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q2 2023Q2 20231
QCM Cayman, Ltd. 110.25%0.25%0.25%Q4 2020Q4 20201
KNIGHT CAPITAL GROUP LLC 110.10%0.10%0.10%Q2 2013Q2 20131
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Quadrature Capital Ltd 110.01%0.01%0.01%Q3 2023Q3 20231
Marks Wealth, LLC 110.61%0.61%0.61%Q4 2020Q4 20201
BARCLAYS PLC 110.00%0.00%0.00%Q1 2021Q1 20211
Certus Wealth Management, LLC 110.37%0.37%0.37%Q2 2023Q2 20231
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Financial Services Advisory Inc 111.29%1.29%1.29%Q4 2022Q4 20221
V Wealth Advisors LLC 110.48%0.48%0.48%Q1 2016Q1 20161
Jackson Hole Capital Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
WJ Wealth Management, LLC 114.26%4.26%4.26%Q2 2020Q2 20201
Freedom Investment Management, Inc. 110.19%0.19%0.19%Q3 2019Q3 20191
True Wealth Design, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
IHT Wealth Management, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Columbia Trust Co 01012016 111.96%1.96%1.96%Q3 2023Q3 20231
Royal Harbor Partners, LLC 113.09%3.09%3.09%Q3 2023Q3 20231
Global Endowment Management, LP 110.21%0.21%0.21%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q1 2022Q1 20221
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ROMAN BUTLER FULLERTON & CO 110.13%0.13%0.13%Q4 2022Q4 20221
PrairieView Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ceros Financial Services Inc. 110.06%0.06%0.06%Q1 2019Q1 20191
Del Mar Asset Management, LP 110.13%0.13%0.13%Q2 2013Q2 20131
Oxler Private Wealth LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q3 2020Q3 20201
Montecito Bank & Trust 110.04%0.04%0.04%Q4 2023Q4 20231
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Crown Wealth Group, LLC 111.03%1.03%1.03%Q4 2021Q4 20211
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
Freestate Advisors LLC 117.75%7.75%7.75%Q4 2018Q4 20181
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Ignite Planners, LLC 110.31%0.31%0.31%Q4 2021Q4 20211
Natixis Investment Managers International 110.15%0.15%0.15%Q3 2015Q3 20151
Bridgeworth, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
SYON CAPITAL LLC 114.26%4.26%4.26%Q3 2023Q3 20231
Shore Point Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Clearstead Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TBH Global Asset Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Mach-1 Financial Group, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
REILLY FINANCIAL ADVISORS, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
NBC SECURITIES, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q4 2022Q4 20221
Teamwork Financial Advisors, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q1 2022Q1 20221
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
McKinley Carter Wealth Services, Inc. 110.03%0.03%0.03%Q4 2020Q4 20201
SkyOak Wealth, LLC 110.11%0.11%0.11%Q2 2020Q2 20201
Grey Fox Wealth Advisors, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Integrated Advisors Network LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Empowered Funds, LLC 110.91%0.91%0.91%Q3 2022Q3 20221
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
SPINNAKER TRUST 110.46%0.46%0.46%Q4 2021Q4 20211
ARROW FINANCIAL CORP 111.40%1.40%1.40%Q3 2023Q3 20231
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Strategic Wealth Partners, Ltd. 110.07%0.07%0.07%Q3 2022Q3 20221
PAYDEN & RYGEL INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
GENWORTH FINANCIAL INC 110.02%0.02%0.02%Q2 2013Q2 20131
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Rain Capital Management, LLC 110.65%0.65%0.65%Q1 2021Q1 20211
Lineweaver Wealth Advisors, LLC 111.17%1.17%1.17%Q3 2021Q3 20211
Sage Capital Advisors,llc 110.55%0.55%0.55%Q3 2018Q3 20181
Johnson Bixby & Associates, LLC 112.56%2.56%2.56%Q3 2023Q3 20231
Waverly Advisors, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Tradewinds Capital Management, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
GFS Advisors, LLC 110.96%0.96%0.96%Q1 2016Q1 20161
Laird Norton Wetherby Wealth Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
USA FINANCIAL FORMULAS 110.08%0.08%0.08%Q2 2015Q2 20151
Kernodle & Katon Asset Management Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
MCDONALD PARTNERS LLC 110.02%0.02%0.02%Q4 2021Q4 20211
NATIXIS ADVISORS, L.P. 110.02%0.02%0.02%Q2 2013Q2 20131
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
Harvest Portfolios Group Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
CCG WEALTH MANAGEMENT, LLC 110.40%0.40%0.40%Q3 2021Q3 20211
Capstone Financial Advisors, Inc. 110.08%0.08%0.08%Q4 2014Q4 20141
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2017Q1 20171
KICKSTAND VENTURES, LLC. 111.26%1.26%1.26%Q3 2023Q3 20231
1900 WEALTH MANAGEMENT LLC 110.07%0.07%0.07%Q3 2021Q3 20211
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Register Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
EPG Wealth Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GOULD ASSET MANAGEMENT LLC /CA/ 110.34%0.34%0.34%Q4 2022Q4 20221
PRELUDE CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
GREAT VALLEY ADVISOR GROUP, INC. 110.21%0.21%0.21%Q3 2023Q3 20231
PFG Investments, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.18%0.18%0.18%Q2 2023Q2 20231
HENGEHOLD CAPITAL MANAGEMENT LLC 111.15%1.15%1.15%Q3 2023Q3 20231
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
Legacy Capital Partners, Inc. 110.18%0.18%0.18%Q2 2013Q2 20131
Dorsey & Whitney Trust CO LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Ruedi Wealth Management, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Synergy Asset Management, LLC 111.90%1.90%1.90%Q1 2023Q1 20231
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Goldstream Capital Management Ltd 110.07%0.07%0.07%Q4 2021Q4 20211
Western Financial Corp/CA 110.15%0.15%0.15%Q4 2022Q4 20221
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Hoxton Financial, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Prosperity Planning, Inc. 110.03%0.03%0.03%Q2 2022Q2 20221
NewEdge Wealth, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Burleson & Company, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
COMERICA BANK 110.02%0.02%0.02%Q3 2023Q3 20231
BALLAST ADVISORS LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Arlington Trust Co LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SOCIETE GENERALE 110.06%0.06%0.06%Q2 2016Q2 20161
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Balentine LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Kozak & Associates, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Arden Trust Co 110.18%0.18%0.18%Q4 2023Q4 20231
ADE, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
Hobart Private Capital, LLC 110.90%0.90%0.90%Q4 2022Q4 20221
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
JS Capital Management LLC 112.84%2.84%2.84%Q3 2021Q3 20211
Kerntke Otto McGlone Wealth Management Group 110.00%0.00%0.00%Q4 2022Q4 20221
MCIA Inc 110.15%0.15%0.15%Q3 2021Q3 20211
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Glassman Wealth Services 110.01%0.01%0.01%Q1 2023Q1 20231
NVWM, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Dynamic Advisor Solutions LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WHITTIER TRUST CO OF NEVADA INC 110.01%0.01%0.01%Q2 2023Q2 20231
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ONE PLUS ONE WEALTH MANAGEMENT, LLC 111.37%1.37%1.37%Q3 2022Q3 20221
Corient Private Wealth LLC 110.10%0.10%0.10%Q3 2023Q3 20231
HRT FINANCIAL LP 110.01%0.01%0.01%Q3 2023Q3 20231
STIFEL NICOLAUS & CO INC \MO\ 110.01%0.01%0.01%Q3 2013Q3 20131
Envestnet Portfolio Solutions, Inc. 110.37%0.37%0.37%Q3 2023Q3 20231
Quadrant Private Wealth Management, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
NOMURA ASSET MANAGEMENT CO LTD 110.00%0.00%0.00%Q3 2021Q3 20211
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2023Q1 20231
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Moloney Securities Asset Management, LLC 111.88%1.88%1.88%Q3 2019Q3 20191
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
External links

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