Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 32 | 6 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
NewSquare Capital LLC | 25 | 9 | 0.00% | 0.12% | 0.62% | Q2 2013 | Q4 2021 | 34 |
Efficient Advisors, LLC | 32 | 2 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q4 2021 | 34 |
JPMORGAN CHASE & CO | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 22 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 33 |
Madrona Financial Services, LLC | 32 | 32 | 0.15% | 1.24% | 3.36% | Q4 2014 | Q3 2022 | 32 |
Annex Advisory Services, LLC | 32 | 32 | 0.07% | 0.14% | 0.20% | Q1 2015 | Q4 2022 | 32 |
Brookstone Capital Management | 30 | 2 | 0.00% | 0.24% | 0.93% | Q2 2015 | Q3 2023 | 32 |
Cambridge Investment Research Advisors, Inc. | 30 | 2 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 31 |
Private Advisor Group, LLC | 29 | 1 | 0.00% | 0.07% | 0.24% | Q3 2014 | Q3 2023 | 30 |
Darwin Wealth Management, LLC | 30 | 30 | 0.21% | 3.32% | 9.52% | Q2 2016 | Q3 2023 | 30 |
M Holdings Securities, Inc. | 23 | 1 | 0.02% | 0.37% | 0.71% | Q3 2014 | Q1 2023 | 29 |
Waverly Advisors, LLC | 16 | 3 | 0.02% | 0.07% | 0.15% | Q3 2013 | Q3 2023 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.01% | 0.79% | 1.48% | Q1 2016 | Q4 2022 | 28 |
Well Done, LLC | 28 | 28 | 0.05% | 0.21% | 0.97% | Q1 2016 | Q4 2022 | 28 |
Sigma Planning Corp | 28 | 28 | 0.01% | 0.05% | 0.11% | Q4 2015 | Q3 2022 | 28 |
STIFEL FINANCIAL CORP | 25 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 28 |
Cetera Advisors LLC | 26 | 2 | 0.02% | 0.03% | 0.11% | Q3 2016 | Q3 2023 | 28 |
Ironwood Financial, llc | 23 | 4 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q3 2021 | 27 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Madden Advisory Services, Inc. | 27 | 27 | 1.33% | 3.28% | 4.39% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Aveo Capital Partners, LLC | 14 | 1 | 0.08% | 0.14% | 0.39% | Q4 2016 | Q3 2023 | 26 |
BOYS ARNOLD & CO INC | 25 | 25 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q2 2019 | 25 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 25 |
Stonehearth Capital Management, LLC | 25 | 25 | 0.13% | 0.53% | 0.85% | Q4 2014 | Q4 2020 | 25 |
Prospera Financial Services Inc | 14 | 2 | 0.00% | 0.10% | 0.24% | Q3 2015 | Q2 2022 | 25 |
JNBA Financial Advisors | 16 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
PATTON ALBERTSON MILLER GROUP, LLC | 25 | 25 | 0.04% | 0.14% | 0.25% | Q2 2016 | Q2 2022 | 25 |
Geneos Wealth Management Inc. | 25 | 25 | 0.00% | 0.16% | 0.30% | Q3 2017 | Q3 2023 | 25 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.01% | 0.59% | 1.24% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
AE Wealth Management LLC | 19 | 1 | 0.01% | 0.06% | 0.26% | Q4 2017 | Q3 2023 | 22 |
Verus Financial Partners, Inc. | 12 | 10 | 0.03% | 0.15% | 1.76% | Q1 2018 | Q3 2023 | 22 |
BANK OF MONTREAL /CAN/ | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Financial Advocates Investment Management | 19 | 3 | 0.02% | 0.08% | 0.11% | Q4 2017 | Q2 2023 | 22 |
NORTHWEST WEALTH MANAGEMENT, LLC | 21 | 21 | 0.12% | 0.28% | 0.56% | Q4 2016 | Q4 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 0.06% | 0.22% | 0.62% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Advisory Services Network, LLC | 18 | 2 | 0.00% | 0.07% | 0.19% | Q4 2017 | Q1 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.04% | 0.21% | 0.74% | Q1 2016 | Q4 2020 | 20 |
Fort Point Capital Partners LLC | 14 | 6 | 0.03% | 0.10% | 0.22% | Q1 2016 | Q3 2023 | 20 |
StrategIQ Financial Group, LLC | 20 | 20 | 0.05% | 0.14% | 0.26% | Q4 2016 | Q3 2021 | 20 |
Trilogy Capital Inc. | 16 | 4 | 0.02% | 2.13% | 13.99% | Q4 2017 | Q3 2023 | 20 |
RESTON WEALTH MANAGEMENT LLC | 20 | 20 | 0.19% | 0.89% | 1.98% | Q4 2018 | Q3 2023 | 20 |
Atria Investments, Inc | 13 | 7 | 0.02% | 0.07% | 0.21% | Q4 2016 | Q4 2021 | 20 |
Barber Financial Group, Inc. | 20 | 20 | 0.15% | 1.07% | 1.96% | Q4 2016 | Q3 2021 | 20 |
Weaver Consulting Group | 19 | 19 | 2.53% | 5.30% | 8.73% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
Pacific Center for Financial Services | 19 | 19 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q3 2022 | 19 |
RAYMOND JAMES & ASSOCIATES | 16 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 19 |
Capital Advisory Group Advisory Services, LLC | 19 | 19 | 0.01% | 0.46% | 1.21% | Q1 2018 | Q3 2022 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.48% | 0.88% | 1.35% | Q1 2019 | Q3 2023 | 19 |
Archford Capital Strategies, LLC | 13 | 6 | 0.00% | 0.04% | 0.12% | Q1 2014 | Q2 2019 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Janney Montgomery Scott LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 18 |
First Personal Financial Services | 18 | 18 | 0.01% | 0.10% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Live Your Vision, LLC | 18 | 18 | 0.31% | 1.42% | 1.86% | Q4 2014 | Q1 2019 | 18 |
Ausdal Financial Partners, Inc. | 18 | 18 | 0.17% | 0.45% | 1.01% | Q2 2019 | Q3 2023 | 18 |
FIFTH THIRD BANCORP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 18 |
PFG Advisors | 13 | 2 | 0.04% | 0.23% | 0.78% | Q4 2017 | Q4 2022 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q2 2023 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 1 | 0.00% | 0.06% | 0.14% | Q1 2017 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
ROTHSCHILD INVESTMENT LLC /IL | 17 | 17 | 0.03% | 0.08% | 0.11% | Q3 2019 | Q3 2023 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 17 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 16 | 16 | 0.03% | 0.06% | 0.10% | Q1 2016 | Q4 2019 | 16 |
Kovack Advisors, Inc. | 11 | 5 | 0.03% | 0.08% | 0.13% | Q2 2016 | Q3 2021 | 16 |
Global Retirement Partners, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2022 | 16 |
USAdvisors Wealth Management, LLC | 16 | 16 | 0.11% | 0.80% | 3.29% | Q4 2019 | Q3 2023 | 16 |
CITIGROUP INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2021 | 16 |
Global Wealth Management Investment Advisory, Inc. | 7 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 7 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q4 2021 | 16 |
Belpointe Asset Management LLC | 14 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 15 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
TSFG, LLC | 14 | 14 | 0.01% | 0.05% | 0.08% | Q1 2019 | Q2 2022 | 14 |
Avior Wealth Management, LLC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2019 | 14 |
OneDigital Investment Advisors LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.08% | 0.18% | 0.29% | Q4 2019 | Q3 2023 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.00% | 0.03% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Dynamic Advisor Solutions LLC | 14 | 14 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q3 2021 | 14 |
Cornerstone Wealth Management, LLC | 12 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2022 | 14 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Chicago Partners Investment Group LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Mutual Advisors, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
DELTA ASSET MANAGEMENT LLC/TN | 9 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Cetera Investment Advisers | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Capital Investment Advisory Services, LLC | 13 | 13 | 0.08% | 0.12% | 0.18% | Q3 2020 | Q3 2023 | 13 |
BlackRock Institutional Trust Company, N.A. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 13 |
CAPTRUST FINANCIAL ADVISORS | 6 | 2 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Curran Financial Partners, LLC | 12 | 12 | 2.24% | 5.48% | 8.35% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Virtu KCG Holdings LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2017 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 2.36% | 3.26% | 3.86% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 12 |
Professional Financial Advisors, LLC | 11 | 1 | 0.10% | 0.25% | 0.58% | Q1 2020 | Q1 2023 | 12 |
Ruggie Capital Group | 12 | 12 | 0.00% | 0.18% | 0.45% | Q1 2016 | Q4 2018 | 12 |
Legacy Financial Group LLC | 12 | 12 | 0.08% | 0.19% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Gainplan LLC | 12 | 12 | 0.09% | 0.34% | 1.02% | Q4 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.19% | 0.24% | 0.29% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
CX Institutional | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2022 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2021 | 11 |
Aptus Capital Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Brinker Capital Investments, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
Affiance Financial, LLC | 9 | 2 | 0.01% | 0.20% | 2.18% | Q4 2019 | Q4 2022 | 11 |
NEXT Financial Group, Inc | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2021 | 11 |
Peregrine Asset Advisers, Inc. | 11 | 11 | 0.63% | 2.21% | 3.07% | Q1 2020 | Q3 2022 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.10% | 0.36% | 0.79% | Q4 2020 | Q2 2023 | 11 |
Equitable Holdings, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
Spire Wealth Management | 6 | 4 | 0.02% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 10 |
MARINO, STRAM & ASSOCIATES LLC | 9 | 1 | 0.12% | 0.70% | 1.12% | Q4 2017 | Q2 2020 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q1 2022 | 10 |
Syverson Strege & Co | 10 | 10 | 0.02% | 0.07% | 0.14% | Q4 2020 | Q1 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
VSR Financial Services, Inc. | 10 | 10 | 0.05% | 0.08% | 0.09% | Q1 2014 | Q2 2016 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 2 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 10 |
Koss-Olinger Consulting, LLC | 10 | 10 | 0.02% | 0.04% | 0.04% | Q1 2021 | Q2 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 10 |
Tempus Wealth Planning, LLC | 9 | 1 | 0.19% | 0.38% | 0.60% | Q4 2019 | Q3 2022 | 10 |
Stuart Chaussee & Associates, Inc. | 5 | 4 | 0.01% | 4.00% | 13.59% | Q3 2017 | Q4 2019 | 9 |
J Arnold Wealth Management Co | 7 | 1 | 0.06% | 0.14% | 0.34% | Q4 2019 | Q3 2023 | 9 |
CALTON & ASSOCIATES, INC. | 9 | 9 | 0.06% | 0.09% | 0.10% | Q4 2017 | Q4 2019 | 9 |
Gemmer Asset Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
Acorn Wealth Advisors, LLC | 6 | 3 | 0.05% | 0.14% | 0.21% | Q4 2017 | Q2 2022 | 9 |
Modera Wealth Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Sowell Financial Services LLC | 7 | 2 | 0.00% | 0.02% | 0.09% | Q3 2019 | Q4 2021 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
FinTrust Capital Advisors, LLC | 5 | 4 | 0.00% | 0.14% | 0.32% | Q1 2019 | Q3 2023 | 9 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.13% | 0.97% | 1.38% | Q3 2018 | Q2 2020 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.32% | 0.39% | 0.52% | Q4 2021 | Q3 2023 | 8 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q1 2022 | 8 |
IHT Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 8 |
HARRELL INVESTMENT PARTNERS, LLC | 8 | 8 | 0.20% | 0.97% | 2.21% | Q2 2021 | Q1 2023 | 8 |
Global Financial Private Capital, Inc | 7 | 1 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q4 2019 | 8 |
Retirement Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.22% | 0.37% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Steward Partners Investment Advisory, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Simplicity Solutions, LLC | 8 | 8 | 0.01% | 0.07% | 0.32% | Q1 2019 | Q4 2020 | 8 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
Laurel Wealth Advisors, Inc. | 4 | 2 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q1 2022 | 8 |
Braun-Bostich & Associates Inc. | 7 | 1 | 0.00% | 0.08% | 0.12% | Q4 2017 | Q4 2019 | 8 |
Realta Investment Advisors | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 8 |
Mascoma Wealth Management LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
Archvest Wealth Advisors, Inc. | 8 | 8 | 2.76% | 3.02% | 3.37% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 4 | 1 | 0.01% | 0.05% | 0.17% | Q1 2019 | Q3 2021 | 8 |
TRUIST FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 2.61% | 3.44% | 4.22% | Q4 2021 | Q3 2023 | 8 |
SlateStone Wealth, LLC | 7 | 7 | 0.06% | 0.44% | 0.74% | Q4 2018 | Q2 2020 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.07% | 0.22% | 0.48% | Q1 2022 | Q3 2023 | 7 |
GeoWealth Management, LLC | 7 | 7 | 0.27% | 0.37% | 0.54% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 1 | 0.02% | 0.03% | 0.08% | Q4 2018 | Q2 2021 | 7 |
Patriot Financial Group Insurance Agency, LLC | 6 | 1 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q3 2018 | 7 |
Ameritas Advisory Services, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
ASSETMARK, INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
Western Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 7 |
Renaissance Technologies | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q4 2023 | 7 |
Partnervest Advisory Services LLC | 5 | 2 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q3 2015 | 7 |
Compass Ion Advisors, LLC | 5 | 2 | 0.07% | 0.17% | 0.46% | Q3 2020 | Q3 2022 | 7 |
LifePlan Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.02% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
NATIONAL PLANNING CORP | 3 | 1 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q3 2017 | 7 |
Clarius Group, LLC | 5 | 1 | 0.03% | 0.58% | 3.10% | Q4 2018 | Q4 2022 | 7 |
Camarda Financial Advisors, LLC | 5 | 2 | 0.04% | 0.14% | 0.43% | Q4 2017 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 7 |
Forward Management, LLC | 5 | 2 | 0.17% | 0.81% | 1.63% | Q3 2020 | Q3 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 7 |
SII INVESTMENTS INC/WI | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q3 2017 | 7 |
Goodwin Investment Advisory | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 6 |
STEPHENS INC /AR/ | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 2.77% | 2.93% | 3.08% | Q2 2022 | Q3 2023 | 6 |
RTD Financial Advisors, Inc. | 4 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2021 | 6 |
Divergent Planning, LLC | 6 | 6 | 0.19% | 0.23% | 0.29% | Q1 2021 | Q2 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
ARQ WEALTH ADVISORS, LLC | 6 | 6 | 0.94% | 1.06% | 1.21% | Q1 2020 | Q2 2021 | 6 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 6 |
TRUE Private Wealth Advisors | 3 | 3 | 0.04% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 6 |
Bellwether Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.07% | 0.23% | Q3 2020 | Q3 2023 | 6 |
First Ascent Asset Management, LLC | 3 | 1 | 0.03% | 0.06% | 0.16% | Q3 2021 | Q3 2023 | 6 |
Regal Investment Advisors LLC | 4 | 1 | 0.00% | 0.05% | 0.06% | Q3 2015 | Q3 2017 | 5 |
CONGRESS ASSET MANAGEMENT CO /MA | 4 | 1 | 0.00% | 0.03% | 0.11% | Q4 2021 | Q3 2023 | 5 |
Beacon Financial Advisory LLC | 5 | 5 | 0.11% | 0.13% | 0.14% | Q1 2021 | Q1 2022 | 5 |
STRINGER ASSET MANAGEMENT, LLC | 4 | 1 | 0.95% | 1.32% | 1.60% | Q3 2019 | Q4 2020 | 5 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
ERTS Wealth Advisors, LLC | 5 | 5 | 0.13% | 0.15% | 0.18% | Q4 2018 | Q4 2019 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Clear Creek Financial Management, LLC | 4 | 1 | 0.11% | 0.49% | 0.66% | Q4 2020 | Q1 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Foundations Investment Advisors, LLC | 5 | 5 | 0.04% | 0.50% | 1.18% | Q2 2018 | Q2 2019 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 5 |
NVWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Vigilare Wealth Management | 4 | 1 | 0.16% | 1.31% | 2.05% | Q4 2019 | Q4 2021 | 5 |
Integrated Wealth Concepts LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Leo H. Evart, Inc. | 5 | 5 | 0.33% | 0.38% | 0.43% | Q4 2021 | Q4 2022 | 5 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q4 2022 | 5 |
St. James Investment Advisors, LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
SCOTIA CAPITAL INC. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2018 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 5 |
Tarbox Family Office, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q1 2017 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Constellation Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q3 2015 | 5 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.09% | 0.29% | Q3 2015 | Q3 2016 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 5 |
Redhawk Wealth Advisors, Inc. | 5 | 5 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q1 2022 | 5 |
SteelPeak Wealth, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Insight Wealth Partners, LLC | 4 | 4 | 0.04% | 0.08% | 0.16% | Q4 2022 | Q3 2023 | 4 |
YARGER WEALTH STRATEGIES, LLC | 4 | 4 | 1.52% | 1.65% | 1.82% | Q4 2021 | Q3 2022 | 4 |
Sentinus, LLC | 4 | 4 | 0.14% | 0.19% | 0.23% | Q3 2022 | Q2 2023 | 4 |
Rain Capital Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 2 | 2 | 0.13% | 0.20% | 0.25% | Q4 2017 | Q4 2018 | 4 |
Tower Research Capital LLC (TRC) | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Virtu Financial LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q2 2018 | 4 |
Wealth Advisory Solutions, LLC | 4 | 4 | 0.28% | 0.39% | 0.61% | Q4 2019 | Q3 2020 | 4 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 4 |
Joseph Group Capital Management | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
WNY Asset Management, LLC | 4 | 4 | 0.16% | 1.81% | 3.24% | Q4 2022 | Q3 2023 | 4 |
20/20 Capital Management, Inc. | 4 | 4 | 0.33% | 0.42% | 0.52% | Q4 2019 | Q3 2020 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Consilium Wealth Advisory, LLC | 3 | 1 | 0.18% | 1.01% | 1.83% | Q1 2022 | Q3 2023 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 0.30% | 0.30% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Janney Capital Management LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q4 2014 | Q4 2022 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.14% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
COOPER/HAIMS ADVISORS, LLC | 4 | 4 | 0.21% | 0.40% | 0.60% | Q3 2021 | Q2 2022 | 4 |
Savior LLC | 4 | 4 | 0.14% | 0.17% | 0.19% | Q3 2020 | Q2 2021 | 4 |
TIEDEMANN ADVISORS, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Wealthquest Corp | 4 | 4 | 0.40% | 0.51% | 0.65% | Q4 2014 | Q3 2015 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.07% | 0.13% | 0.20% | Q4 2022 | Q3 2023 | 4 |
HOWE & RUSLING INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 4 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 3 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2013 | 3 |
WestEnd Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Bell Investment Advisors, Inc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Compass Advisory Group LLC | 1 | 1 | 0.13% | 0.26% | 0.36% | Q1 2021 | Q3 2022 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q2 2023 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 3 | 0.57% | 0.61% | 0.66% | Q2 2020 | Q4 2020 | 3 |
Delta Dental Plan of Michigan, Inc. | 3 | 3 | 1.30% | 1.35% | 1.39% | Q4 2017 | Q2 2018 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.10% | 0.14% | 0.19% | Q2 2016 | Q3 2017 | 3 |
KHP Capital, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
CreativeOne Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 0.22% | 0.23% | 0.24% | Q1 2014 | Q2 2014 | 2 |
Personal Wealth Partners | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
SFMG, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
RFP Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LFS ASSET MANAGEMENT | 2 | 2 | 1.83% | 1.98% | 2.13% | Q2 2022 | Q3 2022 | 2 |
MBM Wealth Consultants, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.08% | 0.17% | 0.25% | Q4 2017 | Q4 2018 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.35% | 0.36% | 0.38% | Q1 2023 | Q3 2023 | 2 |
Visionary Wealth Advisors | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 2 |
American Trust | 1 | 1 | 0.02% | 0.06% | 0.11% | Q1 2022 | Q2 2023 | 2 |
MDE Group | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q2 2014 | 2 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
ASPIRIANT, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
CABANA LLC | 2 | 2 | 1.17% | 1.17% | 1.17% | Q2 2018 | Q3 2018 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Waterloo Capital, L.P. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.18% | 0.20% | 0.23% | Q4 2017 | Q1 2018 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Financial Advisors, LLC | 2 | 2 | 0.06% | 0.79% | 1.52% | Q3 2022 | Q4 2022 | 2 |
Retireful, LLC | 2 | 2 | 0.25% | 0.27% | 0.28% | Q1 2023 | Q2 2023 | 2 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Arden Trust Co | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
ATALANTA SOSNOFF CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2019 | Q3 2019 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Firestone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
F3Logic, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2020 | Q3 2020 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2018 | Q1 2018 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2022 | Q4 2022 | 1 |
Capital Square, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Yellowstone Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2021 | Q4 2021 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Dakota Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
MANGROVE PARTNERS IM, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2023 | Q1 2023 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
KMG FIDUCIARY PARTNERS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Nvest Financial, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
VIVID FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Integrated Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Chicago Wealth Management, Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2022 | Q4 2022 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q1 2016 | Q1 2016 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2022 | Q2 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Allen Capital Group, LLC | 1 | 1 | 3.37% | 3.37% | 3.37% | Q4 2022 | Q4 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2019 | Q4 2019 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.