ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
COMMERCE BANK 43430.01%0.01%0.01%Q1 2013Q3 202343
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.01%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.02%0.03%0.04%Q2 2013Q3 202342
GOULD ASSET MANAGEMENT LLC /CA/ 42420.12%0.30%0.51%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.00%0.02%0.06%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.03%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.02%0.04%0.09%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.03%0.12%0.22%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.03%0.11%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.03%0.06%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.03%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.03%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.02%0.03%0.04%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.02%Q2 2013Q3 202342
Portland Global Advisors LLC 42420.12%0.16%0.21%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
Accredited Investors Inc. 42420.12%0.28%0.45%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.01%Q2 2013Q3 202342
Cetera Advisors LLC 42420.02%0.04%0.19%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
Cetera Advisor Networks LLC 3920.01%0.03%0.06%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.01%0.02%0.04%Q3 2013Q3 202341
J.P. Morgan Private Wealth Advisors LLC 25160.02%0.04%0.10%Q2 2013Q3 202341
Creative Planning 3380.00%0.00%0.01%Q2 2013Q3 202341
Baker Avenue Asset Management, LP 3820.04%0.11%0.35%Q3 2013Q3 202340
Destination Wealth Management 40400.02%0.09%0.16%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.02%0.04%0.06%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.00%0.01%Q1 2014Q3 202339
Cambridge Investment Research Advisors, Inc. 3170.00%0.02%0.04%Q4 2013Q3 202338
MUFG Americas Holdings Corp 38380.00%0.00%0.01%Q2 2013Q3 202238
HighTower Advisors, LLC 38380.00%0.01%0.02%Q2 2014Q3 202338
Crestwood Advisors Group, LLC 1720.01%0.03%0.07%Q2 2013Q3 202337
Janney Montgomery Scott LLC 3520.01%0.02%0.07%Q4 2013Q3 202337
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
First Personal Financial Services 36360.09%0.12%0.23%Q4 2014Q3 202336
CAPE COD FIVE CENTS SAVINGS BANK 36360.03%0.05%0.09%Q1 2014Q4 202236
Barrett Asset Management, LLC 36360.00%0.01%0.02%Q2 2013Q1 202236
AllSquare Wealth Management LLC 25100.09%0.11%0.16%Q4 2014Q3 202335
UNITED CAPITAL FINANCIAL ADVISORS, LLC 35350.01%0.01%0.01%Q1 2015Q3 202335
NORTHERN TRUST CORP 3320.00%0.00%0.00%Q2 2013Q3 202335
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1210.00%0.00%0.00%Q2 2013Q3 202334
JNBA Financial Advisors 2070.03%0.12%0.18%Q4 2014Q3 202334
BINGHAM OSBORN & SCARBOROUGH LLC 34340.03%0.03%0.05%Q2 2013Q3 202134
North Star Investment Management Corp. 17170.00%0.01%0.03%Q1 2015Q3 202334
TRUIST FINANCIAL CORP 3120.01%0.02%0.04%Q1 2015Q3 202333
BENJAMIN F. EDWARDS & COMPANY, INC. 2850.01%0.03%0.05%Q2 2013Q4 202133
Trust Co 33330.01%0.06%0.31%Q3 2015Q3 202333
TOMPKINS FINANCIAL CORP 2210.04%0.84%1.35%Q4 2013Q4 202333
Ledyard National Bank 23100.00%0.06%0.22%Q2 2013Q3 202333
SONATA CAPITAL GROUP INC 33330.15%0.20%0.26%Q4 2014Q4 202233
Private Advisor Group, LLC 3110.00%0.03%0.12%Q3 2014Q3 202332
PARSONS CAPITAL MANAGEMENT INC/RI 3110.02%0.04%0.05%Q1 2015Q3 202332
PEOPLES BANK /OH 32320.30%0.39%0.49%Q4 2015Q3 202332
JPMORGAN CHASE & CO 32320.00%0.01%0.04%Q4 2015Q3 202332
ADIRONDACK TRUST CO 31310.01%0.04%0.09%Q1 2016Q3 202331
Raymond James Financial Services Advisors, Inc. 31310.01%0.04%0.11%Q1 2016Q3 202331
Hudock, Inc. 31310.00%0.04%0.10%Q1 2016Q3 202331
RAYMOND JAMES & ASSOCIATES 3010.00%0.01%0.05%Q2 2015Q3 202331
Geneos Wealth Management Inc. 31310.01%0.01%0.02%Q1 2016Q3 202331
MISSION WEALTH MANAGEMENT, LP 3010.04%0.89%1.68%Q2 2015Q3 202331
Litman Gregory Wealth Management LLC 2920.10%0.23%0.48%Q4 2015Q3 202331
IFP Advisors, Inc 17140.00%0.00%0.01%Q4 2015Q3 202331
Bartlett & Co. LLC 16140.00%0.02%0.10%Q2 2016Q4 202330
THRIVENT FINANCIAL FOR LUTHERANS 17130.00%0.00%0.00%Q3 2014Q3 202330
COLDSTREAM CAPITAL MANAGEMENT INC 2640.02%0.04%0.08%Q1 2016Q3 202330
Winslow, Evans & Crocker, Inc. 29290.00%0.02%0.06%Q4 2013Q4 202029
NorthRock Partners, LLC 29290.05%0.10%0.20%Q3 2016Q3 202329
BAILARD, INC. 29290.05%0.08%0.11%Q3 2016Q3 202329
HUNTINGTON NATIONAL BANK 1830.00%0.00%0.01%Q1 2009Q3 202329
Financial Architects, Inc 1510.01%0.04%0.10%Q2 2015Q2 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.02%0.15%0.36%Q4 2016Q3 202328
GOLDMAN SACHS GROUP INC 1630.00%0.00%0.00%Q1 2012Q2 202328
Cornerstone Wealth Management, LLC 2410.05%0.15%0.22%Q1 2016Q3 202328
Alexandria Capital, LLC 1840.02%0.04%0.07%Q2 2013Q3 202128
COLONY GROUP LLC 2710.01%0.03%0.04%Q3 2014Q3 202328
Parallel Advisors, LLC 28280.00%0.03%0.07%Q4 2016Q3 202328
Shepherd Financial Partners LLC 28280.22%0.40%0.57%Q4 2016Q3 202328
Avantax Planning Partners, Inc. 28280.04%0.05%0.07%Q4 2016Q3 202328
Colorado Capital Management, Inc. 28280.15%1.71%2.36%Q4 2016Q3 202328
Glenview Trust Co 28280.03%0.04%0.05%Q4 2016Q3 202328
Manchester Capital Management LLC 28280.00%0.13%0.28%Q4 2015Q3 202228
Cribstone Capital Management, LLC 27270.05%0.09%0.18%Q2 2016Q4 202227
M&T BANK CORP 15120.00%0.08%0.19%Q4 2016Q3 202327
Fusion Family Wealth LLC 2160.03%0.04%0.08%Q4 2016Q3 202327
Pacific Center for Financial Services 2430.06%0.13%0.18%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.01%Q2 2013Q4 201927
Asset Dedication, LLC 2250.01%0.07%0.21%Q4 2016Q3 202327
Highland Private Wealth Management 1890.38%1.24%2.52%Q4 2015Q3 202227
SNS Financial Group, LLC 27270.04%0.06%0.09%Q1 2017Q3 202327
SUNTRUST BANKS INC 26260.02%0.05%0.07%Q2 2013Q3 201926
KEYBANK NATIONAL ASSOCIATION/OH 26260.00%0.02%0.03%Q2 2017Q3 202326
BlackRock Inc. 26260.00%0.00%0.00%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 2410.00%0.02%0.04%Q2 2017Q3 202325
RITHOLTZ WEALTH MANAGEMENT 25250.04%0.08%0.12%Q3 2017Q3 202325
One Capital Management, LLC 2410.01%0.05%0.11%Q3 2014Q3 202325
JANE STREET GROUP, LLC 910.00%0.01%0.02%Q4 2014Q3 202325
Stratos Wealth Partners, LTD. 25250.01%0.06%0.22%Q3 2017Q3 202325
CAPTRUST FINANCIAL ADVISORS 25250.00%0.01%0.01%Q3 2017Q3 202325
MONETA GROUP INVESTMENT ADVISORS LLC 2410.01%0.03%0.04%Q3 2015Q3 202325
PITTENGER & ANDERSON INC 2050.00%0.01%0.02%Q2 2017Q3 202325
New Capital Management LP 1870.09%0.22%0.46%Q4 2016Q1 202325
Betterment LLC 25250.00%0.07%0.14%Q3 2017Q3 202325
Steward Partners Investment Advisory, LLC 1860.00%0.02%0.04%Q2 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
REGENTATLANTIC CAPITAL LLC 2310.01%0.02%0.02%Q4 2014Q3 202224
Snowden Capital Advisors LLC 1680.07%0.25%0.41%Q3 2017Q3 202324
FundX Investment Group, LLC 2310.25%0.49%1.17%Q4 2014Q4 202124
CWM, LLC 1680.00%0.02%0.06%Q3 2017Q3 202324
Steinberg Global Asset Management 24240.05%0.07%0.12%Q2 2013Q1 201924
Acropolis Investment Management, LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
Smithfield Trust Co 24240.00%0.00%0.00%Q2 2013Q1 201924
Edmonds Duncan Registered Investment Advisors, LLC 24240.10%0.14%0.19%Q4 2017Q3 202324
Westside Investment Management, Inc. 1510.00%0.08%0.26%Q1 2017Q3 202323
Well Done, LLC 23230.08%0.10%0.12%Q1 2018Q3 202323
DEUTSCHE BANK AG\ 23230.00%0.01%0.02%Q1 2018Q3 202323
ProVise Management Group, LLC 1440.02%0.04%0.05%Q3 2017Q3 202323
MILLER HOWARD INVESTMENTS INC /NY 2010.01%0.02%0.04%Q2 2013Q4 202222
Modera Wealth Management, LLC 1710.01%0.06%0.22%Q2 2013Q3 202322
OXFORD FINANCIAL GROUP, LTD. LLC 1930.02%0.11%0.23%Q1 2018Q3 202322
McNamara Financial Services, Inc. 1660.08%0.10%0.13%Q1 2017Q3 202322
TRILLIUM ASSET MANAGEMENT, LLC 1210.01%0.04%0.51%Q2 2013Q3 202322
PATHSTONE FAMILY OFFICE, LLC 1910.01%0.05%0.11%Q2 2017Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22220.00%0.01%0.03%Q2 2018Q3 202322
FOSTER DYKEMA CABOT & CO INC/MA 1930.00%0.06%0.10%Q1 2015Q3 202322
Citadel Advisors 510.00%0.00%0.00%Q2 2015Q2 202321
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 21210.05%0.11%0.17%Q3 2018Q3 202321
BARCLAYS PLC 1920.00%0.00%0.00%Q2 2016Q3 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
VERITY Wealth Advisors 21211.34%1.71%2.04%Q4 2018Q4 202321
Bigelow Investment Advisors, LLC 21210.19%0.57%0.91%Q3 2018Q3 202321
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 21210.14%0.24%0.43%Q1 2018Q1 202321
Fernwood Investment Management, LLC 20200.15%0.25%0.35%Q4 2018Q3 202320
Advisory Services Network, LLC 1610.01%0.03%0.06%Q4 2013Q3 202320
First Command Bank 20200.01%0.05%0.08%Q3 2018Q2 202320
First Allied Advisory Services, Inc. 1410.00%0.02%0.03%Q1 2014Q3 202020
AdvisorNet Financial, Inc 20200.00%0.01%0.01%Q4 2018Q3 202320
BRIGHTON JONES LLC 1820.03%0.04%0.08%Q2 2013Q3 202320
Baird Financial Group, Inc. 1640.00%0.01%0.03%Q1 2018Q3 202320
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
First Command Financial Services, Inc. 20200.00%0.05%0.08%Q3 2018Q2 202320
AFFINITY WEALTH MANAGEMENT LLC 1310.06%0.09%0.15%Q4 2016Q3 202320
LFA - Lugano Financial Advisors SA 1640.28%1.65%4.19%Q3 2018Q3 202320
Winthrop Advisory Group LLC 20200.12%0.25%0.33%Q4 2018Q3 202320
GRIMES & COMPANY, INC. 20200.02%0.09%0.18%Q4 2018Q3 202320
Weaver Consulting Group 19190.06%0.15%0.19%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.04%0.06%0.08%Q4 2018Q3 202319
HM PAYSON & CO 1810.02%0.11%0.22%Q4 2018Q3 202319
CIBC Asset Management Inc 19190.00%0.00%0.00%Q1 2019Q3 202319
TIAA, FSB 1180.00%0.01%0.02%Q2 2017Q2 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Freestone Capital Holdings, LLC 19190.01%0.05%0.07%Q1 2019Q3 202319
Private Capital Group, LLC 19190.22%0.32%0.71%Q4 2017Q2 202219
Greenwich Wealth Management LLC 19190.03%0.06%0.18%Q3 2016Q1 202119
Ellevest, Inc. 19190.05%1.57%1.88%Q1 2019Q3 202319
BUCKINGHAM STRATEGIC WEALTH, LLC 19190.01%0.02%0.03%Q1 2019Q3 202319
AJ WEALTH STRATEGIES, LLC 19190.08%0.12%0.18%Q4 2018Q2 202319
Global Retirement Partners, LLC 1270.00%0.01%0.02%Q4 2018Q3 202319
Mariner, LLC 19190.00%0.05%0.07%Q1 2019Q3 202319
AVANTAX ADVISORY SERVICES, INC. 19190.01%0.01%0.02%Q1 2019Q3 202319
Commonwealth Equity Services, Inc 18180.02%0.02%0.02%Q2 2013Q3 201718
Oakworth Capital, Inc. 18180.02%0.03%0.04%Q2 2016Q3 202018
BALDWIN BROTHERS LLC/MA 18180.01%0.01%0.01%Q3 2019Q4 202318
Garde Capital, Inc. 18180.10%0.78%1.47%Q2 2019Q3 202318
Family Management Corp 18180.03%0.08%0.12%Q2 2019Q3 202318
Tower Research Capital LLC (TRC) 510.00%0.01%0.05%Q1 2014Q3 202318
Chevy Chase Trust Holdings, LLC 18180.00%0.01%0.01%Q3 2017Q4 202118
Miracle Mile Advisors, LLC 18180.02%0.06%0.10%Q2 2019Q3 202318
WHITTIER TRUST CO 18180.00%0.01%0.01%Q2 2019Q3 202318
Prestige Wealth Management Group LLC 18180.01%0.01%0.02%Q2 2019Q3 202318
JOHNSON INVESTMENT COUNSEL INC 18180.00%0.01%0.01%Q2 2019Q3 202318
Ameritas Investment Partners, Inc. 18180.02%0.05%0.07%Q2 2019Q3 202318
EATON VANCE MANAGEMENT 1030.00%0.00%0.00%Q4 2017Q3 202217
Aptus Capital Advisors, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
WESBANCO BANK INC 1160.02%0.03%0.05%Q2 2019Q3 202317
Sequoia Financial Advisors, LLC 1430.01%0.01%0.03%Q2 2019Q3 202317
Parkside Advisors LLC 17170.10%0.25%0.59%Q4 2019Q4 202317
Mechanics Bank Trust Department 17170.06%0.06%0.07%Q3 2019Q3 202317
Bell Bank 17170.08%0.08%0.11%Q3 2019Q3 202317
Pacifica Partners Inc. 17170.01%0.01%0.01%Q4 2019Q4 202317
Brinker Capital Investments, LLC 1120.00%0.00%0.01%Q2 2015Q1 202217
PRENTISS SMITH & CO INC 17170.14%0.35%0.55%Q3 2019Q3 202317
FMR LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
Aspire Private Capital, LLC 16160.02%0.03%0.03%Q4 2018Q3 202216
FAS Wealth Partners, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.02%0.02%0.02%Q2 2013Q1 201716
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.03%0.05%Q4 2019Q3 202316
COMERICA BANK 810.00%0.00%0.01%Q1 2015Q3 202316
3EDGE Asset Management, LP 16160.04%0.25%0.76%Q4 2019Q3 202316
Harfst & Associates, Inc. 1120.05%0.06%0.08%Q2 2015Q3 202316
BLUESTEM FINANCIAL ADVISORS, LLC 16160.64%0.80%0.97%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.05%0.07%0.09%Q4 2019Q3 202316
FINANCIAL COUNSELORS INC 16160.01%0.01%0.02%Q4 2019Q3 202316
SYNOVUS FINANCIAL CORP 1020.00%0.00%0.00%Q1 2017Q3 202316
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 16160.01%0.01%0.01%Q4 2019Q3 202316
Consolidated Planning Corp 16160.81%1.57%2.60%Q4 2019Q3 202316
Patten Group, Inc. 1510.01%0.01%0.01%Q4 2014Q4 201816
Chicago Partners Investment Group LLC 16160.07%0.09%0.13%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.01%0.02%0.04%Q1 2020Q3 202315
Van Hulzen Asset Management, LLC 1140.02%0.04%0.05%Q4 2019Q3 202315
C-J Advisory, Inc. 15150.14%1.84%3.25%Q1 2018Q3 202115
Clearstead Advisors, LLC 15150.00%0.03%0.06%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Front Row Advisors LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
BDO Wealth Advisors, LLC 1050.00%0.03%0.05%Q3 2017Q2 202315
Callahan Advisors, LLC 910.03%0.04%0.05%Q2 2016Q4 202115
NEXT Financial Group, Inc 640.00%0.03%0.11%Q3 2014Q4 202115
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
BROWN ADVISORY INC 1410.00%0.00%0.01%Q3 2018Q4 202215
HoyleCohen, LLC 1410.02%0.03%0.03%Q4 2019Q3 202315
HCR Wealth Advisors 1140.04%0.04%0.05%Q4 2019Q3 202315
Plante Moran Financial Advisors, LLC 1410.00%0.00%0.00%Q4 2018Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.01%Q2 2013Q4 201615
HOWE & RUSLING INC 15150.01%0.01%0.01%Q1 2020Q3 202315
CWS Financial Advisors, LLC 870.18%0.20%0.26%Q4 2019Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.01%0.02%0.04%Q1 2020Q3 202315
Equitable Holdings, Inc. 15150.01%0.01%0.02%Q1 2020Q3 202315
Graypoint LLC 15150.04%0.05%0.07%Q1 2020Q3 202315
Prism Advisors, Inc. 14140.08%0.18%0.26%Q2 2020Q3 202314
Sound View Wealth Advisors Group, LLC 14140.06%0.08%0.11%Q2 2020Q3 202314
BigSur Wealth Management LLC 14141.21%1.37%1.53%Q2 2020Q3 202314
AFFINIA FINANCIAL GROUP, LLC 14140.25%0.71%1.17%Q1 2020Q2 202314
SPINNAKER TRUST 14145.47%6.37%7.23%Q2 2020Q3 202314
B. Riley Wealth Advisors, Inc. 1210.00%0.13%0.24%Q2 2014Q1 202314
Brookstone Capital Management 14140.07%0.12%0.18%Q2 2020Q3 202314
Dynamic Advisor Solutions LLC 1310.01%0.08%0.16%Q4 2019Q3 202314
Relyea Zuckerberg Hanson LLC 14140.40%0.62%0.92%Q2 2020Q3 202314
Brio Consultants, LLC 14140.04%0.07%0.09%Q2 2020Q3 202314
GLENMEDE TRUST CO NA 950.00%0.00%0.00%Q2 2015Q3 202314
Harborview Advisors, LLC 14140.20%0.26%0.34%Q2 2018Q3 202114
Permanens Capital L.P. 1310.00%1.71%2.76%Q1 2020Q3 202314
Mutual Advisors, LLC 14140.03%0.09%0.40%Q2 2020Q3 202314
Wealthspire Advisors, L.P. 14140.00%0.01%0.02%Q4 2015Q1 201914
ENTERPRISE FINANCIAL SERVICES CORP 14140.15%0.20%0.36%Q1 2019Q2 202214
Walkner Condon Financial Advisors LLC 770.13%0.20%0.36%Q4 2019Q3 202314
Covington Capital Management 14140.00%0.00%0.01%Q2 2019Q3 202214
MASSMUTUAL TRUST CO FSB/ADV 14140.00%0.00%0.01%Q3 2018Q4 202114
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
WealthBridge Capital Management, LLC 1220.03%0.20%0.30%Q4 2018Q3 202314
Merit Financial Group, LLC 14140.02%0.03%0.05%Q2 2020Q3 202314
Riverview Trust Co 14140.11%0.18%0.26%Q4 2018Q1 202214
Smart Portfolios, LLC 1040.33%0.90%1.54%Q1 2020Q3 202314
Kestra Advisory Services, LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
TIEDEMANN ADVISORS, LLC 13130.01%0.03%0.05%Q2 2018Q2 202113
Rockefeller Capital Management L.P. 1010.00%0.00%0.00%Q3 2019Q2 202313
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1120.00%0.01%0.02%Q4 2019Q3 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
DUNCKER STREETT & CO INC 13130.03%0.03%0.03%Q1 2014Q1 201713
NORTH AMERICAN MANAGEMENT CORP 910.04%0.11%0.22%Q2 2017Q1 202113
Johnson Financial Group, Inc. 13130.06%0.12%0.18%Q2 2013Q2 201613
Sigma Planning Corp 13130.02%0.03%0.06%Q3 2020Q3 202313
Homrich & Berg 13130.01%0.04%0.06%Q3 2018Q3 202113
Belpointe Asset Management LLC 13130.02%0.04%0.06%Q1 2020Q1 202313
ZEVIN ASSET MANAGEMENT LLC 13130.07%0.13%0.18%Q3 2020Q3 202313
WJ Wealth Management, LLC 13130.19%1.05%3.11%Q3 2020Q3 202313
D'Orazio & Associates, Inc. 13130.00%0.00%0.00%Q3 2018Q3 202113
Gemmer Asset Management LLC 13130.02%0.02%0.03%Q2 2018Q2 202113
Patriot Wealth Management, Inc. 13130.10%0.51%0.81%Q4 2015Q4 201813
LVZ, Inc. 13130.04%0.04%0.04%Q3 2020Q3 202313
Arkos Global Advisors 13130.08%0.19%0.26%Q3 2020Q3 202313
CREDIT SUISSE AG/ 630.00%0.00%0.00%Q4 2017Q4 202212
Wescott Financial Advisory Group, LLC 12120.11%0.19%0.32%Q4 2020Q3 202312
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12120.01%0.02%0.03%Q3 2015Q2 201812
Ballentine Partners, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Cetera Investment Advisers 12120.02%0.04%0.11%Q4 2020Q3 202312
Stewardship Advisors, LLC 12121.40%2.47%3.42%Q4 2020Q3 202312
Retirement Group, LLC 12120.04%0.06%0.11%Q4 2020Q3 202312
Financial Network Wealth Management LLC 12120.26%0.61%1.28%Q4 2020Q3 202312
Members Trust Co 1020.02%0.02%0.02%Q2 2020Q3 202312
Peak Financial Management, Inc. 12120.10%0.12%0.15%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%1.02%1.80%Q4 2020Q3 202312
Certified Advisory Corp 1110.01%0.02%0.03%Q4 2017Q1 202112
LWS Wealth Advisors, Inc. 1020.09%0.12%0.16%Q4 2019Q2 202312
Gerber Kawasaki Wealth & Investment Management 12120.00%0.06%0.15%Q4 2020Q3 202312
Money Design Co.,Ltd. 12120.46%1.66%2.88%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.02%0.02%0.02%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.03%0.05%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.64%0.86%1.06%Q4 2020Q3 202312
Patriot Financial Group Insurance Agency, LLC 12120.01%0.02%0.04%Q3 2019Q2 202212
McClarren Financial Advisors, Inc. 12120.48%0.63%1.78%Q4 2020Q3 202312
HILLTOP WEALTH ADVISORS, LLC 12120.34%0.93%1.54%Q4 2020Q3 202312
West Financial Advisors, LLC 12120.14%0.16%0.19%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.74%1.25%1.69%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.10%0.10%0.11%Q4 2020Q3 202312
Opal Wealth Advisors, LLC 12120.16%0.38%0.62%Q4 2020Q3 202312
1834 INVESTMENT ADVISORS CO 12120.00%0.00%0.01%Q4 2017Q3 202012
Braun-Bostich & Associates Inc. 610.08%0.18%0.41%Q1 2018Q4 202112
Resonant Capital Advisors, LLC 12120.12%0.17%0.24%Q4 2020Q3 202312
White Lighthouse Investment Management Inc. 12120.07%0.08%0.12%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.02%0.02%0.02%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
EVOKE WEALTH, LLC 1110.00%0.00%0.00%Q3 2019Q3 202212
Fountainhead AM, LLC 12120.24%0.38%0.49%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12120.20%0.25%0.30%Q4 2020Q3 202312
LINCOLN NATIONAL CORP 11110.01%0.02%0.03%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.00%0.00%0.01%Q4 2020Q2 202311
CREATIVE FINANCIAL DESIGNS INC /ADV 1010.01%0.03%0.05%Q2 2020Q3 202311
MANUFACTURERS LIFE INSURANCE COMPANY, THE 11110.00%0.00%0.00%Q4 2015Q2 201811
Laird Norton Wetherby Wealth Management, LLC 1010.11%0.12%0.19%Q4 2020Q3 202311
HSBC HOLDINGS PLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Integrated Wealth Concepts LLC 920.01%0.02%0.04%Q2 2020Q3 202311
Dorsey & Whitney Trust CO LLC 740.02%0.02%0.03%Q3 2020Q3 202311
Addison Advisors LLC 1010.43%0.55%0.66%Q4 2020Q3 202311
Spire Wealth Management 11110.01%0.01%0.02%Q1 2021Q3 202311
MACROVIEW INVESTMENT MANAGEMENT LLC 11110.05%0.05%0.06%Q1 2021Q3 202311
HENGEHOLD CAPITAL MANAGEMENT LLC 11110.05%0.06%0.07%Q1 2021Q3 202311
BREWIN DOLPHIN LTD 11110.00%0.00%0.01%Q4 2019Q2 202211
Bradley & Co. Private Wealth Management, LLC 11110.15%0.16%0.18%Q1 2021Q3 202311
Dakota Wealth Management 620.01%0.12%0.15%Q4 2014Q3 202311
LexAurum Advisors, LLC 740.06%0.08%0.09%Q4 2020Q3 202311
Rollins Financial 830.20%0.30%0.41%Q4 2020Q3 202311
BANK HAPOALIM BM 11110.42%1.10%1.50%Q3 2020Q1 202311
Concord Wealth Partners 740.01%0.02%0.06%Q4 2020Q3 202311
J.W. COLE ADVISORS, INC. 830.04%0.09%0.11%Q4 2020Q3 202311
SAX WEALTH ADVISORS, LLC 11110.12%0.15%0.21%Q1 2021Q3 202311
M. Kulyk & Associates, LLC 11110.08%0.10%0.17%Q4 2020Q2 202311
MONUMENTAL FINANCIAL GROUP INC. 11110.34%0.41%0.51%Q1 2021Q3 202311
Good Life Advisors, LLC 11110.07%0.09%0.11%Q1 2021Q3 202311
Wealthcare Advisory Partners LLC 1010.01%0.02%0.04%Q4 2017Q1 202111
Sowell Financial Services LLC 710.03%0.05%0.08%Q4 2018Q4 202211
PFG Advisors 650.02%0.05%0.07%Q3 2020Q3 202311
MJP ASSOCIATES INC /ADV 11110.06%0.08%0.09%Q1 2021Q3 202311
Bard Financial Services, Inc. 11110.03%0.04%0.04%Q4 2020Q2 202311
First Horizon Advisors, Inc. 11110.00%0.00%0.01%Q1 2018Q3 202011
SIGNATUREFD, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
Mirae Asset Global Investments Co., Ltd. 1010.01%0.06%0.10%Q1 2016Q1 202311
VALLEY NATIONAL ADVISERS INC 10100.01%0.01%0.01%Q2 2021Q3 202310
People's United Financial, Inc. 10100.01%0.07%0.14%Q4 2019Q1 202210
Diversified, LLC 730.06%0.12%0.20%Q4 2020Q3 202310
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 10100.02%0.02%0.02%Q4 2020Q1 202310
Simmons Bank 10100.15%0.21%0.26%Q2 2021Q3 202310
WealthShield Partners, LLC 730.01%0.09%0.14%Q1 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.05%0.08%0.12%Q1 2021Q3 202310
Penobscot Investment Management Company, Inc. 10100.03%0.05%0.06%Q2 2021Q3 202310
Pinnacle Summer Investments, Inc. 820.01%0.01%0.02%Q2 2013Q4 201510
SL ADVISORS, LLC 10100.60%0.72%0.86%Q4 2020Q1 202310
Epstein & White Financial LLC 510.10%0.11%0.13%Q3 2018Q2 202110
Arete Wealth Advisors, LLC 10100.03%0.04%0.05%Q1 2021Q2 202310
55I, LLC 10100.01%0.05%0.14%Q2 2020Q3 202210
Legacy Financial Advisors, Inc. 620.02%0.05%0.11%Q4 2017Q4 202010
JFS WEALTH ADVISORS, LLC 10100.02%0.03%0.05%Q2 2021Q3 202310
Acorns Advisers, LLC 10100.11%0.32%0.42%Q2 2021Q3 202310
McKinley Carter Wealth Services, Inc. 810.02%0.06%0.07%Q1 2018Q4 202110
GPS Wealth Strategies Group, LLC 730.00%0.02%0.03%Q1 2021Q3 202310
Clear Perspectives Financial Planning, LLC 10100.18%0.69%1.17%Q4 2020Q1 202310
Rathbones Group PLC 10100.01%0.02%0.02%Q1 2021Q2 202310
MARINO, STRAM & ASSOCIATES LLC 640.02%0.10%0.24%Q4 2017Q3 202310
Roof Eidam Maycock Peralta, LLC 10101.60%3.85%5.95%Q2 2021Q3 202310
First Pacific Financial 420.10%0.16%0.29%Q3 2020Q3 202310
Pathway Financial Advisors LLC 820.08%0.14%0.18%Q4 2020Q3 202310
Formidable Asset Management, LLC 10100.00%0.00%0.00%Q3 2013Q4 201510
Kistler-Tiffany Companies, LLC 10100.00%0.00%0.01%Q3 2020Q4 202210
Bank of New Hampshire 10100.60%0.86%1.10%Q2 2021Q3 202310
Capital Asset Advisory Services LLC 820.00%0.00%0.01%Q4 2019Q3 202210
Kelman-Lazarov, Inc. 630.05%0.08%0.11%Q2 2021Q3 20239
Abacus Planning Group, Inc. 990.06%0.09%0.12%Q3 2021Q3 20239
Grove Bank & Trust 540.04%0.05%0.05%Q1 2021Q3 20239
Personal Capital Advisors Corp 810.00%0.00%0.00%Q3 2020Q4 20229
Radnor Capital Management, LLC 540.07%0.09%0.11%Q3 2020Q4 20229
Clean Yield Group 410.00%0.00%0.01%Q1 2015Q3 20199
NewEdge Advisors, LLC 630.01%0.02%0.04%Q2 2021Q3 20239
Baldrige Asset Management LLC 990.08%0.10%0.13%Q1 2021Q1 20239
Laurel Wealth Planning LLC 990.00%0.42%1.10%Q4 2020Q4 20229
Sanford Advisory Services, LLC 990.14%0.17%0.20%Q4 2020Q4 20229
Harbor Group, Inc. 990.14%0.16%0.17%Q3 2021Q3 20239
Stearns Financial Services Group 990.12%0.16%0.19%Q3 2018Q3 20209
Costello Asset Management, INC 990.01%0.01%0.01%Q3 2021Q3 20239
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 410.00%0.00%0.00%Q1 2014Q1 20229
Progressive Investment Management Corp 990.11%0.12%0.13%Q3 2021Q3 20239
LEO BROKERAGE, LLC 520.03%0.10%0.15%Q3 2020Q2 20239
THOROUGHBRED FINANCIAL SERVICES, LLC 990.02%0.09%0.22%Q3 2021Q3 20239
Squar Milner Financial Services LLC 720.17%0.29%0.47%Q4 2017Q1 20209
Financial Enhancement Group LLC 990.01%0.02%0.02%Q1 2018Q1 20209
MERCER GLOBAL ADVISORS INC /ADV 990.00%0.01%0.01%Q3 2021Q3 20239
Secure Asset Management, LLC 880.11%0.15%0.24%Q2 2020Q1 20228
Sandy Spring Bank 880.00%0.00%0.00%Q4 2021Q3 20238
Western Pacific Wealth Management, LP 880.02%0.16%0.20%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.02%0.08%0.19%Q3 2021Q3 20238
SCHMIDT P J INVESTMENT MANAGEMENT INC 710.05%0.05%0.06%Q4 2019Q4 20218
Robertson Stephens Wealth Management, LLC 880.04%0.23%0.41%Q4 2021Q3 20238
Hoxton Financial, Inc. 880.01%0.01%0.01%Q2 2014Q1 20168
BBVA USA Bancshares, Inc. 880.02%0.02%0.02%Q2 2013Q1 20158
Rikoon Group, LLC 410.06%0.08%0.10%Q2 2018Q1 20218
OPPENHEIMER & CO INC 880.01%0.01%0.01%Q3 2021Q2 20238
Integrity Financial Corp /WA 880.01%0.01%0.02%Q4 2021Q3 20238
UNIONVIEW, LLC 880.54%0.65%0.80%Q4 2021Q3 20238
Round Rock Advisors, LLC 880.30%0.32%0.36%Q4 2021Q3 20238
HB Wealth Management, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
MAI Capital Management 880.00%0.00%0.01%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.22%0.26%0.30%Q4 2021Q3 20238
MARINER INDEPENDENT ADVISOR NETWORK, LLC 880.04%0.10%0.14%Q4 2020Q3 20228
MONEY CONCEPTS CAPITAL CORP 620.01%0.01%0.03%Q4 2020Q1 20238
Core Alternative Capital 880.09%0.27%0.52%Q1 2020Q4 20218
GUERRA PAN ADVISORS, LLC 880.28%0.29%0.30%Q4 2021Q3 20238
GREENUP STREET WEALTH MANAGEMENT LLC 880.17%0.23%0.29%Q4 2021Q3 20238
Pine Haven Investment Counsel, Inc 880.35%0.41%0.44%Q4 2021Q3 20238
WARNER FINANCIAL, INC 880.38%0.44%0.53%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.72%0.84%0.92%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 881.26%1.33%1.46%Q4 2021Q3 20238
PINNACLE ASSOCIATES LTD 880.01%0.01%0.01%Q4 2021Q3 20238
Corrigan Financial, Inc. 710.06%0.09%0.15%Q4 2019Q1 20228
Grace Capital 880.12%0.21%0.32%Q4 2018Q3 20208
PARAMETRIC PORTFOLIO ASSOCIATES LLC 880.00%0.00%0.00%Q2 2020Q1 20228
FLAGSTAR ADVISORS INC 530.09%0.10%0.12%Q3 2021Q3 20238
TCWP LLC 880.08%0.20%0.66%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.04%0.05%0.06%Q1 2020Q4 20218
Fingerlakes Wealth Management, Inc. 881.39%1.46%1.52%Q4 2021Q3 20238
RETIREMENT INCOME SOLUTIONS, INC 880.07%0.14%0.20%Q4 2021Q3 20238
Corundum Group, Inc. 880.26%1.99%3.23%Q4 2021Q3 20238
Stanford Investment Group, Inc. 880.00%0.00%0.00%Q4 2014Q3 20168
M Financial Asset Management, Inc. 880.11%0.14%0.20%Q2 2021Q1 20238
Newbridge Financial Services Group, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.04%0.08%0.24%Q4 2021Q3 20238
Quent Capital, LLC 880.92%1.29%1.46%Q4 2021Q3 20238
Goodwin Investment Advisory 530.00%0.01%0.03%Q3 2021Q3 20238
Marks Group Wealth Management, Inc 880.05%0.07%0.08%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.04%0.05%0.06%Q1 2017Q4 20188
CreativeOne Wealth, LLC 710.01%0.02%0.02%Q1 2021Q2 20238
Sand Hill Global Advisors, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Moors & Cabot, Inc. 880.01%0.02%0.02%Q2 2021Q1 20238
Mizuho Securities Co. Ltd. 880.00%0.00%0.01%Q4 2020Q3 20228
Perennial Investment Advisors, LLC 430.04%0.06%0.08%Q2 2021Q3 20237
Cresset Asset Management, LLC 770.00%0.02%0.04%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.05%0.05%0.07%Q2 2013Q4 20147
BB&T SECURITIES, LLC 430.00%0.00%0.00%Q4 2017Q3 20197
FOUNDERS BANK & TRUST 770.01%0.01%0.01%Q2 2013Q4 20147
Qube Research & Technologies Ltd 610.00%0.01%0.10%Q3 2021Q2 20237
Jacobi Capital Management LLC 610.00%0.00%0.00%Q1 2019Q3 20217
Prostatis Group LLC 510.15%3.39%5.75%Q1 2021Q2 20237
FURE FINANCIAL CORP 430.01%0.01%0.02%Q3 2020Q2 20227
AVALON CAPITAL MANAGEMENT 772.33%2.48%2.63%Q2 2016Q4 20177
SHAPIRO ROBERT N 770.46%0.68%0.78%Q2 2013Q4 20147
Beacon Pointe Advisors, LLC 770.02%0.02%0.03%Q1 2022Q3 20237
CAPITAL PERFORMANCE ADVISORS LLP 430.12%0.13%0.15%Q4 2021Q3 20237
Perigon Wealth Management, LLC 510.01%0.02%0.03%Q3 2011Q3 20227
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
CARRET ASSET MANAGEMENT, LLC 770.08%0.08%0.09%Q1 2022Q3 20237
NATIONAL BANK OF CANADA /FI/ 430.00%0.00%0.00%Q4 2021Q3 20237
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
Archvest Wealth Advisors, Inc. 430.18%0.22%0.26%Q4 2021Q3 20237
SeaCrest Wealth Management, LLC 610.00%0.01%0.02%Q4 2017Q2 20227
Investors Research Corp 770.00%0.01%0.01%Q1 2022Q3 20237
BRADLEY FOSTER & SARGENT INC/CT 770.01%0.01%0.01%Q1 2022Q3 20237
Ameritas Investment Company, LLC 430.00%0.05%0.18%Q2 2019Q3 20217
Levy Wealth Management Group, LLC 770.12%0.34%0.51%Q1 2022Q3 20237
Advisory Alpha, LLC 610.01%0.06%0.10%Q4 2018Q3 20207
Cambria Investment Management, L.P. 770.04%0.07%0.14%Q1 2018Q3 20197
Ameritas Advisory Services, LLC 610.03%0.03%0.04%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.00%0.01%0.04%Q1 2022Q3 20237
Sunbelt Securities, Inc. 430.02%0.04%0.05%Q2 2021Q3 20237
Financial Connections Group, Inc. 770.14%0.17%0.24%Q4 2021Q2 20237
MORRIS FINANCIAL CONCEPTS, INC. 770.02%0.15%0.23%Q1 2022Q3 20237
Parasol Investment Management, LLC 660.02%0.02%0.03%Q4 2013Q1 20156
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
First City Capital Management, Inc. 660.03%0.03%0.03%Q1 2014Q2 20156
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 410.05%0.05%0.06%Q4 2020Q2 20236
TD Waterhouse Canada Inc. 330.00%0.00%0.00%Q4 2021Q3 20236
Granite Investment Partners, LLC 110.04%0.11%0.23%Q4 2013Q4 20216
Tradewinds Capital Management, LLC 660.00%1.53%4.66%Q4 2021Q1 20236
Round Table Services, LLC 660.04%0.05%0.06%Q2 2021Q3 20226
RFG Advisory, LLC 660.02%0.02%0.03%Q4 2020Q1 20226
Klingman & Associates, LLC 420.02%0.02%0.02%Q2 2021Q3 20236
Clear Creek Financial Management, LLC 660.10%0.16%0.22%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.02%0.02%0.03%Q2 2022Q3 20236
Varma Mutual Pension Insurance Co 420.40%3.06%8.27%Q1 2021Q3 20236
PFM Asset Management LLC 660.00%0.17%0.31%Q2 2020Q3 20216
ST GERMAIN D J CO INC 410.00%0.10%0.40%Q1 2021Q4 20236
Prospera Financial Services Inc 510.01%0.01%0.02%Q1 2022Q3 20236
SAGE FINANCIAL GROUP INC 660.04%0.04%0.05%Q2 2022Q3 20236
Allianz Asset Management GmbH 660.00%0.00%0.00%Q1 2021Q2 20226
Cerity Partners LLC 660.00%0.01%0.01%Q2 2022Q3 20236
FIRST FOUNDATION ADVISORS 660.02%0.03%0.04%Q2 2022Q3 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.01%0.01%0.01%Q2 2022Q3 20236
Boston Standard Wealth Management, LLC 330.19%0.20%0.21%Q4 2014Q3 20166
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
One Wealth Advisors, LLC 660.34%0.37%0.46%Q2 2022Q3 20236
Lindbrook Capital, LLC 660.00%0.01%0.02%Q2 2022Q3 20236
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 330.02%0.02%0.02%Q1 2018Q3 20196
Pinnacle Wealth Management Advisory Group, LLC 420.03%0.04%0.05%Q1 2022Q3 20236
AE Wealth Management LLC 310.00%0.02%0.11%Q1 2019Q3 20236
Fund Evaluation Group, LLC 510.27%0.48%1.37%Q3 2018Q3 20236
Lenox Wealth Advisors, LLC 550.01%0.01%0.01%Q1 2021Q1 20225
Renaissance Technologies 210.00%0.00%0.00%Q4 2019Q3 20235
CORBETT ROAD CAPITAL MANAGEMENT, LLC 550.37%1.19%1.76%Q4 2019Q4 20205
Stokes & Hubbell Capital Management, LLC 550.09%0.11%0.12%Q1 2018Q1 20195
Crewe Advisors LLC 550.01%0.01%0.01%Q3 2022Q3 20235
WEALTHSOURCE PARTNERS, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Grant/GrossMendelsohn, LLC 550.55%0.84%0.94%Q1 2021Q1 20225
IHT Wealth Management, LLC 320.01%0.01%0.02%Q4 2017Q2 20215
Dentgroup LLC 550.26%0.31%0.39%Q3 2022Q3 20235
SCOTIA CAPITAL INC. 550.05%0.05%0.06%Q1 2020Q1 20215
QUEST CAPITAL MANAGEMENT INC /ADV 550.05%0.10%0.18%Q4 2020Q4 20215
Tyler-Stone Wealth Management 320.00%0.00%0.00%Q2 2022Q3 20235
WealthTrust Fairport, LLC 550.03%0.06%0.09%Q1 2018Q1 20195
Leelyn Smith, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Sage Advisory Services, Ltd.Co. 410.03%0.04%0.05%Q3 2017Q4 20185
Stonehearth Capital Management, LLC 550.21%0.29%0.34%Q3 2017Q3 20185
Hills Bank & Trust Co 550.07%0.08%0.08%Q3 2022Q3 20235
SG Americas Securities, LLC 550.00%0.02%0.04%Q3 2016Q3 20175
Long Wharf Investors, Inc. 550.31%0.32%0.34%Q2 2013Q2 20145
Aprio Wealth Management, LLC 550.18%0.32%0.39%Q3 2022Q3 20235
Rehmann Capital Advisory Group 320.01%0.01%0.01%Q1 2018Q2 20195
Kore Private Wealth LLC 320.00%0.00%0.01%Q4 2018Q2 20205
Strategic Wealth Investment Group, LLC 550.04%0.06%0.08%Q3 2022Q3 20235
Polaris Wealth Advisory Group, LLC 410.02%0.04%0.06%Q2 2013Q3 20145
TRUE Private Wealth Advisors 550.01%0.02%0.02%Q4 2019Q4 20205
WIN ADVISORS, INC 550.02%2.30%5.93%Q4 2021Q4 20225
Wealth Alliance 550.05%0.06%0.10%Q3 2022Q3 20235
Ten Capital Wealth Advisors, LLC 550.01%0.01%0.01%Q1 2022Q1 20235
RESOLUTE FINANCIAL, LLC 551.13%1.74%2.12%Q4 2021Q4 20225
Highview Capital Management LLC/DE/ 550.19%0.20%0.21%Q3 2022Q3 20235
Wealthspire Advisors, LLC 550.03%0.03%0.03%Q3 2022Q3 20235
CIBC WORLD MARKET INC. 320.00%0.00%0.00%Q2 2018Q3 20195
First Affirmative Financial Network 440.23%0.64%1.75%Q3 2021Q2 20224
BBJS FINANCIAL ADVISORS, LLC 440.10%0.12%0.13%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.47%0.55%0.62%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.03%0.04%0.07%Q4 2021Q1 20234
Gradient Investments LLC 440.00%0.00%0.00%Q4 2022Q3 20234
LEAVELL INVESTMENT MANAGEMENT, INC. 310.01%0.01%0.02%Q3 2021Q2 20234
Larson Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Affinity Capital Advisors, LLC 310.21%0.54%1.03%Q4 2019Q3 20234
Phoenix Wealth Advisors 440.03%0.04%0.04%Q4 2020Q3 20214
Haverford Trust Co 440.00%0.00%0.00%Q3 2020Q2 20214
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
Running Point Capital Advisors, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
American Money Management, LLC 440.06%0.07%0.07%Q3 2021Q2 20224
Austin Private Wealth, LLC 440.05%0.05%0.06%Q2 2021Q1 20224
Mill Creek Capital Advisors, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
KMG FIDUCIARY PARTNERS, LLC 440.03%0.03%0.04%Q2 2021Q1 20224
AGF MANAGEMENT LTD 440.00%0.00%0.00%Q4 2022Q3 20234
RIVERBRIDGE PARTNERS LLC 110.01%0.01%0.03%Q4 2015Q4 20214
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Shira Ridge Wealth Management 4414.19%14.86%15.51%Q4 2022Q3 20234
PayPay Securities Corp 440.44%1.25%2.05%Q4 2022Q3 20234
PALLADIEM, LLC 441.29%1.53%2.25%Q4 2014Q3 20154
Ashburton (Jersey) Ltd 440.04%0.04%0.04%Q4 2021Q3 20224
Mason & Associates Inc 310.06%0.08%0.09%Q4 2021Q3 20234
SageView Advisory Group, LLC 440.28%0.33%0.40%Q4 2022Q3 20234
Sharper & Granite LLC 440.30%0.31%0.32%Q4 2022Q3 20234
Mill Capital Management, LLC 440.02%0.02%0.02%Q3 2022Q2 20234
Lantz Financial LLC 440.08%0.16%0.26%Q3 2022Q2 20234
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q2 2013Q2 20154
Sound Stewardship, LLC 440.72%0.74%0.75%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
OneDigital Investment Advisors LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Diversified Trust Co 440.01%0.01%0.01%Q1 2023Q4 20234
MBE Wealth Management, LLC 440.58%0.64%0.70%Q2 2020Q1 20214
Willow Creek Wealth Management Inc. 440.11%0.11%0.11%Q4 2022Q3 20234
Spartan Planning & Wealth Management 310.02%0.03%0.07%Q2 2022Q3 20234
FLOW TRADERS U.S. LLC 210.04%0.08%0.14%Q2 2021Q2 20234
NBT BANK N A /NY 440.05%0.06%0.08%Q4 2022Q3 20234
Capital Investment Advisory Services, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Divergent Planning, LLC 447.92%8.71%9.36%Q2 2021Q1 20224
TCF National Bank 310.02%0.03%0.03%Q4 2019Q1 20214
WEALTHCARE CAPITAL MANAGEMENT LLC 440.02%0.02%0.02%Q4 2018Q3 20194
Capital Directions Investment Advisors, LLC 440.01%0.01%0.01%Q2 2016Q1 20174
BOK Financial Private Wealth, Inc. 440.01%0.01%0.01%Q2 2022Q1 20234
Karp Capital Management Corp 310.03%0.04%0.06%Q4 2018Q4 20214
Almanack Investment Partners, LLC. 440.06%0.07%0.08%Q3 2021Q2 20224
WEDBUSH SECURITIES INC 440.01%0.02%0.03%Q3 2021Q2 20224
Curi Wealth Management, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Secrest Blakey & Associates, LLC 330.02%0.02%0.02%Q1 2019Q3 20193
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Wealthquest Corp 330.03%0.03%0.04%Q3 2021Q1 20223
Destiny Capital Corp/CO 330.84%0.85%0.86%Q4 2022Q2 20233
Laird Norton Wetherby Trust Company, LLC 210.24%0.26%0.27%Q2 2021Q1 20223
Ford Financial Group, LLC 110.01%0.01%0.01%Q4 2017Q4 20213
StoneX Group Inc. 330.04%0.04%0.04%Q2 2021Q4 20213
Merriman Wealth Management, LLC 330.28%0.37%0.41%Q3 2019Q1 20203
Allworth Financial LP 330.00%0.00%0.00%Q1 2023Q3 20233
Ethos Financial Group, LLC 330.08%0.09%0.09%Q1 2023Q3 20233
GoalVest Advisory LLC 330.26%0.42%0.50%Q2 2023Q4 20233
Neuberger Berman Group LLC 330.00%0.00%0.00%Q4 2021Q2 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Horizon Investments, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ATLAS CAPITAL ADVISORS LLC 330.01%0.01%0.01%Q1 2021Q3 20213
McAdam, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Concert Wealth Management Inc. 330.01%0.05%0.07%Q3 2016Q1 20173
Kraft, Davis & Associates, LLC 210.17%0.17%0.18%Q4 2022Q3 20233
PFG Investments, LLC 330.06%0.07%0.08%Q1 2023Q3 20233
Capital Advisors Wealth Management, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
CULLEN/FROST BANKERS, INC. 330.00%0.00%0.00%Q4 2021Q2 20223
Stonebridge Financial Planning Group, LLC 330.01%0.01%0.01%Q2 2021Q4 20213
VECTOR WEALTH MANAGEMENT, LLC 330.15%0.19%0.21%Q2 2016Q4 20163
EP Wealth Advisors, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
PREMIER ASSET MANAGEMENT LLC 330.04%0.05%0.07%Q2 2021Q4 20213
Dana Investment Advisors, Inc. 110.02%0.08%0.20%Q4 2016Q4 20183
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Realta Investment Advisors 210.01%0.01%0.01%Q4 2022Q3 20233
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.01%Q2 2019Q4 20193
Worth Asset Management, LLC 330.01%0.03%0.05%Q1 2022Q3 20223
Argentus Capital Management, LLC 330.01%0.02%0.02%Q3 2015Q1 20163
CHOREO, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
HRT FINANCIAL LP 110.03%0.50%1.41%Q2 2015Q4 20223
Crestone Asset Management LLC 330.18%0.20%0.22%Q4 2021Q2 20223
Eagle Strategies LLC 330.10%0.11%0.12%Q4 2021Q2 20223
West Coast Financial LLC 330.07%0.07%0.07%Q1 2023Q3 20233
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 331.99%2.70%3.12%Q4 2021Q2 20223
Flagship Private Wealth, LLC 330.10%0.10%0.10%Q4 2020Q2 20213
SRS Capital Advisors, Inc. 210.08%0.09%0.10%Q3 2020Q2 20213
RAYMOND JAMES TRUST N.A. 210.01%0.04%0.11%Q3 2021Q4 20223
TRUSTCORE FINANCIAL SERVICES, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Genesis Wealth Advisors, LLC 330.03%0.03%0.03%Q4 2014Q2 20153
My Legacy Advisors, LLC 330.09%0.09%0.09%Q1 2023Q3 20233
Prime Capital Investment Advisors, LLC 330.00%0.01%0.01%Q2 2019Q4 20193
LGL PARTNERS, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
9258 Wealth Management, LLC 110.09%0.12%0.16%Q4 2021Q4 20222
TIFF ADVISORY SERVICES, LLC 110.33%0.43%0.53%Q3 2020Q1 20212
WELCH & FORBES LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 110.04%0.04%0.04%Q3 2015Q1 20162
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q1 2016Q2 20162
Inscription Capital, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Annapolis Financial Services, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Fiduciary Alliance LLC 220.12%0.14%0.16%Q2 2023Q3 20232
Voya Financial Advisors, Inc. 220.06%0.06%0.06%Q4 2020Q1 20212
PIERSHALE FINANCIAL GROUP, INC. 110.02%0.03%0.04%Q3 2020Q2 20232
New Hampshire Trust 220.00%0.00%0.00%Q4 2022Q1 20232
CGN Advisors LLC 220.19%0.26%0.32%Q3 2023Q4 20232
Silicon Hills Wealth Management, LLC 110.03%0.13%0.23%Q4 2019Q3 20202
Tuttle Capital Management, LLC 110.24%0.35%0.46%Q1 2020Q1 20212
Affiance Financial, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Byrne Asset Management LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Mayflower Financial Advisors, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
Vigilant Capital Management, LLC 220.00%0.01%0.01%Q1 2023Q2 20232
TWO SIGMA SECURITIES, LLC 110.00%0.12%0.24%Q3 2017Q1 20232
BTR CAPITAL MANAGEMENT INC 220.03%0.03%0.03%Q4 2021Q1 20222
Alpha Omega Wealth Management LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Cedar Brook Financial Partners, LLC 220.15%0.15%0.16%Q2 2020Q3 20202
BRANDYWINE OAK PRIVATE WEALTH LLC 220.09%0.10%0.10%Q2 2019Q3 20192
Surevest, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
AXXCESS WEALTH MANAGEMENT, LLC 220.10%0.11%0.11%Q4 2021Q1 20222
DSM CAPITAL PARTNERS LLC 110.02%0.03%0.04%Q4 2018Q4 20222
GSA CAPITAL PARTNERS LLP 220.02%0.02%0.03%Q2 2023Q3 20232
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 220.21%0.22%0.22%Q2 2020Q3 20202
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.01%0.01%Q2 2020Q4 20222
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2014Q1 20222
Covenant Multifamily Offices, LLC 220.08%0.15%0.21%Q2 2021Q3 20212
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q1 2023Q3 20232
ETF Portfolio Partners, Inc. 220.19%0.19%0.20%Q2 2023Q3 20232
Brouwer & Janachowski, LLC 110.02%0.04%0.06%Q1 2014Q2 20152
WINTRUST INVESTMENTS LLC 220.03%0.04%0.04%Q4 2021Q1 20222
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q2 2023Q3 20232
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
OLD MISSION CAPITAL LLC 220.10%0.11%0.11%Q1 2022Q2 20222
Csenge Advisory Group 220.02%0.02%0.02%Q1 2022Q2 20222
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.01%0.02%Q2 2020Q4 20222
RVW Wealth, LLC 110.00%0.03%0.05%Q2 2020Q2 20212
Stratford Consulting, LLC 220.05%0.05%0.06%Q4 2019Q1 20202
Advisor OS, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
New England Capital Financial Advisors LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Altus Wealth Group LLC 220.03%0.04%0.04%Q4 2020Q1 20212
Providence Wealth Advisors, LLC 220.20%0.25%0.30%Q4 2022Q1 20232
Vivaldi Capital Management LP 220.16%0.17%0.18%Q2 2020Q3 20202
FIRST NATIONAL CORP /MA/ /ADV 220.01%0.01%0.01%Q4 2018Q1 20192
Claraphi Advisory Network, LLC 110.03%0.04%0.05%Q3 2019Q1 20202
EVERGREEN CAPITAL MANAGEMENT LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Timber Hill LLC 110.00%0.00%0.00%Q2 2013Q1 20142
Crosspoint Capital Strategies, LLC 220.00%0.00%0.01%Q2 2016Q3 20162
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Fiera Capital Corp 110.00%0.00%0.00%Q4 2018Q4 20212
PANORAMIC INVESTMENT ADVISORS, LLC 110.24%0.30%0.36%Q4 2022Q3 20232
Claybrook Capital, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
WFA of San Diego, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Mine & Arao Wealth Creation & Management, LLC. 110.03%0.03%0.03%Q4 2019Q4 20191
CONTINENTAL INVESTORS SERVICES, INC. 110.24%0.24%0.24%Q2 2023Q2 20231
V Wealth Advisors LLC 110.06%0.06%0.06%Q2 2020Q2 20201
Darrow Company, Inc. 110.05%0.05%0.05%Q2 2022Q2 20221
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Private Portfolio Partners LLC 110.05%0.05%0.05%Q4 2021Q4 20211
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
JOYN Advisors, Inc. 110.07%0.07%0.07%Q2 2013Q2 20131
Lloyd Advisory Services, LLC. 110.05%0.05%0.05%Q2 2021Q2 20211
First Command Advisory Services, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Stelac Advisory Services LLC 110.40%0.40%0.40%Q3 2023Q3 20231
Community Bank, N.A. 110.00%0.00%0.00%Q1 2020Q1 20201
Abundance Wealth Counselors 110.03%0.03%0.03%Q1 2021Q1 20211
Premia Global Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Anfield Capital Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Sterling Global Strategies LLC 110.09%0.09%0.09%Q4 2018Q4 20181
FNY Investment Advisers, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Convergent Wealth Advisors 110.08%0.08%0.08%Q3 2013Q3 20131
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Financial Sense Advisors, Inc. 110.16%0.16%0.16%Q1 2022Q1 20221
Astor Investment Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2022Q2 20221
Kalos Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Family Asset Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cornerstone Advisory, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Houlihan Financial Resource Group, Ltd. 110.07%0.07%0.07%Q3 2020Q3 20201
KerberRose Wealth Management, LLC 110.25%0.25%0.25%Q2 2022Q2 20221
DESTINY CAPITAL SECURITIES CORPORATION 110.83%0.83%0.83%Q3 2023Q3 20231
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q2 2014Q2 20141
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Arkadios Wealth Advisors 110.02%0.02%0.02%Q2 2023Q2 20231
Kingsview Wealth Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
KCS Wealth Advisory 110.04%0.04%0.04%Q3 2019Q3 20191
HAP Trading, LLC 110.12%0.12%0.12%Q3 2021Q3 20211
PATRON PARTNERS, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Zhang Financial LLC 110.04%0.04%0.04%Q1 2022Q1 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Arjuna Capital 110.03%0.03%0.03%Q2 2019Q2 20191
Summit X, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Tri-Star Advisors Inc. 110.26%0.26%0.26%Q2 2020Q2 20201
SANDERS MORRIS HARRIS LLC 110.04%0.04%0.04%Q1 2016Q1 20161
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Phocas Financial Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Baystate Wealth Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MGO ONE SEVEN LLC 110.06%0.06%0.06%Q1 2023Q1 20231
HOWARD WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Simplicity Solutions, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
LGT Financial Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CORRADO ADVISORS, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
Regal Investment Advisors LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Main Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Stephens Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ASSETMARK, INC 110.00%0.00%0.00%Q3 2019Q3 20191
Financial Insights, Inc. 110.08%0.08%0.08%Q2 2021Q2 20211
CAPITAL ONE, NATIONAL ASSOCIATION 110.05%0.05%0.05%Q4 2019Q4 20191
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2014Q3 20141
Pointe Capital Management LLC 110.11%0.11%0.11%Q1 2023Q1 20231
American Trust 110.20%0.20%0.20%Q1 2022Q1 20221
Accurate Wealth Management, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
JSF Financial, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
BerganKDV Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Marcum Wealth, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2018Q4 20181
MATHER GROUP, LLC. 110.01%0.01%0.01%Q2 2023Q2 20231
FormulaFolio Investments, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Navalign, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Asset Planning Services, Ltd. 110.01%0.01%0.01%Q3 2019Q3 20191
Burt Wealth Advisors 110.00%0.00%0.00%Q4 2020Q4 20201
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
TAP Consulting, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
SEAVIEW INVESTMENT MANAGERS LLC 110.80%0.80%0.80%Q3 2021Q3 20211
FLPUTNAM INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q3 2023Q3 20231
MFA WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Virtu Financial LLC 110.32%0.32%0.32%Q2 2017Q2 20171
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
DUBUQUE BANK & TRUST CO 110.11%0.11%0.11%Q2 2013Q2 20131
CAZENOVE CAPITAL MANAGEMENT LTD 110.15%0.15%0.15%Q2 2013Q2 20131
Strategic Capital Alternatives LLC 110.02%0.02%0.02%Q2 2015Q2 20151
RATIONAL ADVISORS LLC 110.33%0.33%0.33%Q1 2020Q1 20201
ASHFORD CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q1 2014Q1 20141
Avestar Capital, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
Miramar Capital, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Ethic Inc. 110.08%0.08%0.08%Q3 2021Q3 20211
F3Logic, LLC 110.13%0.13%0.13%Q3 2020Q3 20201
Strategic Blueprint, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Placemark Investments, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Financial Advocates Investment Management 110.18%0.18%0.18%Q4 2021Q4 20211
Wealthsimple US, Ltd. 110.20%0.20%0.20%Q4 2019Q4 20191
Filbrandt Wealth Management, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
McIlrath & Eck, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2023Q2 20231
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q2 2020Q2 20201
MCF Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
RETIREMENT CAPITAL STRATEGIES 110.20%0.20%0.20%Q3 2020Q3 20201
New Harbor Financial Group, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Peregrine Asset Advisers, Inc. 110.19%0.19%0.19%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
Valeo Financial Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Laurel Wealth Advisors, Inc. 110.05%0.05%0.05%Q4 2019Q4 20191
Integrated Investment Consultants, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
External links

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