ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202342
NORTHWEST INVESTMENT COUNSELORS, LLC 41410.08%0.84%2.20%Q3 2013Q3 202341
Cambridge Investment Research Advisors, Inc. 40400.01%0.05%0.17%Q4 2013Q3 202340
LPL Financial LLC 40400.00%0.03%0.07%Q4 2013Q3 202340
VICUS CAPITAL 39390.05%0.16%0.69%Q1 2014Q3 202339
ENVESTNET ASSET MANAGEMENT INC 39390.00%0.09%0.60%Q1 2014Q3 202339
PHILLIPS FINANCIAL MANAGEMENT, LLC 39390.35%1.37%3.11%Q1 2014Q3 202339
UNITED CAPITAL FINANCIAL ADVISORS, LLC 38380.00%0.20%1.07%Q1 2014Q2 202338
AMERIPRISE FINANCIAL INC 3350.00%0.02%0.11%Q3 2013Q3 202338
WELLS FARGO & COMPANY/MN 3610.00%0.01%0.02%Q2 2013Q3 202337
THRIVENT FINANCIAL FOR LUTHERANS 25250.00%0.05%0.23%Q3 2017Q3 202337
Mariner, LLC 36360.02%0.25%0.50%Q4 2014Q3 202336
Sigma Planning Corp 36360.05%0.34%0.77%Q4 2014Q3 202336
STERLING INVESTMENT ADVISORS LLC /ADV 36362.47%4.06%6.14%Q4 2014Q3 202336
UBS Group AG 36360.00%0.02%0.05%Q4 2014Q3 202336
RAYMOND JAMES & ASSOCIATES 36360.01%0.28%1.22%Q4 2014Q3 202336
CLEAR INVESTMENT RESEARCH, LLC 35350.02%0.30%0.80%Q1 2015Q3 202335
JPMORGAN CHASE & CO 35350.00%0.00%0.01%Q1 2015Q3 202335
Advisory Services Network, LLC 2780.03%0.14%0.27%Q4 2014Q3 202335
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.01%Q1 2015Q3 202335
Rehmann Capital Advisory Group 19150.02%0.37%1.36%Q4 2014Q3 202334
CITIGROUP INC 34340.00%0.00%0.00%Q2 2015Q3 202334
BANK OF MONTREAL /CAN/ 3120.00%0.00%0.01%Q2 2015Q3 202333
Provident Investment Management, Inc. 32320.03%0.09%0.34%Q4 2015Q3 202332
US BANCORP \DE\ 32320.00%0.00%0.00%Q4 2015Q3 202332
IFP Advisors, Inc 17140.00%0.01%0.02%Q4 2015Q3 202331
Geneos Wealth Management Inc. 2190.00%0.33%1.36%Q1 2016Q3 202330
HighTower Advisors, LLC 29290.01%0.05%0.17%Q3 2016Q3 202329
Horan Securities, Inc. 2270.02%0.85%2.84%Q1 2016Q2 202329
Homrich & Berg 29290.01%0.09%0.80%Q3 2014Q3 202129
Raymond James Financial Services Advisors, Inc. 2720.00%0.09%0.19%Q2 2016Q3 202329
Hilltop Holdings Inc. 29290.09%0.41%0.86%Q3 2016Q3 202329
Cetera Advisor Networks LLC 29290.03%0.11%0.28%Q3 2016Q3 202329
WEALTHSOURCE PARTNERS, LLC 2360.02%0.12%0.31%Q1 2016Q3 202329
GOLDMAN SACHS GROUP INC 29290.00%0.00%0.00%Q3 2016Q3 202329
Lee Financial Co 28280.06%2.26%6.32%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.18%0.32%Q4 2016Q3 202328
Private Advisor Group, LLC 2710.00%0.05%0.52%Q3 2014Q3 202328
Asset Dedication, LLC 28280.01%0.37%1.32%Q4 2015Q3 202228
Global Retirement Partners, LLC 2070.00%0.01%0.05%Q4 2016Q3 202327
BlackRock Inc. 2160.00%0.00%0.00%Q4 2015Q3 202327
STIFEL FINANCIAL CORP 27270.00%0.00%0.02%Q1 2017Q3 202327
Barrett Asset Management, LLC 27270.01%0.01%0.02%Q1 2015Q3 202127
JONES FINANCIAL COMPANIES LLLP 27270.00%0.03%0.07%Q1 2017Q3 202327
Providence First Trust Co 26261.66%2.89%4.55%Q2 2017Q3 202326
Brinker Capital Investments, LLC 1510.00%0.08%0.41%Q2 2014Q4 202226
JANE STREET GROUP, LLC 510.00%0.01%0.05%Q1 2014Q3 202326
CIBC WORLD MARKET INC. 26260.00%0.00%0.01%Q2 2015Q3 202126
MML INVESTORS SERVICES, LLC 26260.01%0.11%0.18%Q2 2017Q3 202326
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q4 2013Q3 202326
Destination Wealth Management 26260.00%0.94%1.23%Q2 2017Q3 202326
Parallel Advisors, LLC 2410.00%0.00%0.01%Q4 2016Q3 202325
OSTERWEIS CAPITAL MANAGEMENT INC 25250.01%0.02%0.04%Q3 2017Q3 202325
Cranbrook Wealth Management, LLC 25250.02%1.82%2.74%Q3 2017Q3 202325
Bogart Wealth, LLC 25250.00%0.01%0.03%Q3 2017Q3 202325
Avior Wealth Management, LLC 25250.00%0.00%0.00%Q3 2017Q3 202325
ARKANSAS FINANCIAL GROUP, INC. 25250.43%2.54%4.04%Q3 2017Q3 202325
Stratos Wealth Partners, LTD. 1450.00%0.11%0.44%Q4 2016Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
CAHABA WEALTH MANAGEMENT, INC. 24240.09%1.39%3.48%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.01%0.02%0.11%Q4 2017Q3 202324
Divergent Wealth Advisors 24242.71%7.00%14.11%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.01%0.52%1.39%Q4 2017Q3 202324
LADENBURG THALMANN FINANCIAL SERVICES INC. 24240.07%0.34%0.56%Q1 2014Q4 201924
Baker Avenue Asset Management, LP 1940.00%0.47%0.76%Q3 2017Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.01%0.01%Q1 2018Q3 202323
Citadel Advisors 630.00%0.00%0.02%Q3 2016Q3 202323
SPINNAKER TRUST 23230.02%2.74%6.36%Q1 2018Q3 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2210.00%0.00%0.01%Q4 2017Q3 202323
Mutual Advisors, LLC 1940.04%0.30%0.85%Q4 2017Q3 202323
BDO Wealth Advisors, LLC 2210.00%0.02%0.06%Q2 2017Q2 202323
MONEYWISE, INC. 23230.18%0.38%0.63%Q3 2016Q1 202223
OneDigital Investment Advisors LLC 1710.00%0.05%0.14%Q2 2017Q3 202323
Ausdal Financial Partners, Inc. 1850.05%0.09%0.15%Q2 2016Q3 202223
Cypress Capital Group 22220.08%0.28%0.73%Q2 2018Q3 202322
PARK AVENUE SECURITIES LLC 11110.01%0.02%0.07%Q1 2018Q3 202322
CAPTRUST FINANCIAL ADVISORS 1510.00%0.03%0.46%Q4 2013Q3 202322
Quad-Cities Investment Group, LLC 22220.02%0.31%0.58%Q2 2018Q3 202322
Ironwood Financial, llc 22220.00%0.07%0.39%Q2 2016Q3 202122
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.17%0.48%Q2 2018Q3 202322
RAYMOND JAMES TRUST N.A. 22220.02%0.18%0.50%Q2 2018Q3 202322
Baird Financial Group, Inc. 21210.00%0.02%0.26%Q3 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.00%0.34%1.04%Q2 2018Q2 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
NATIXIS ADVISORS, L.P. 21210.01%0.01%0.01%Q3 2018Q3 202321
Old North State Trust, LLC 21210.21%9.71%14.37%Q3 2018Q3 202321
Sowell Financial Services LLC 720.01%0.16%0.55%Q2 2017Q3 202321
Orgel Wealth Management, LLC 21210.02%0.42%2.25%Q1 2017Q1 202221
StrategIQ Financial Group, LLC 21210.03%0.16%0.31%Q2 2018Q2 202321
CWM, LLC 1120.00%0.00%0.00%Q2 2017Q3 202321
Beaumont Financial Partners, LLC 1420.02%0.04%0.09%Q4 2013Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.04%0.33%Q3 2018Q3 202321
Campbell Wealth Management 20200.03%3.09%15.14%Q4 2018Q3 202320
Creative Planning 1410.00%0.01%0.03%Q1 2016Q3 202320
PITTENGER & ANDERSON INC 20200.23%0.51%0.74%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.01%0.02%Q4 2017Q3 202220
Abundance Wealth Counselors 20200.08%1.84%4.23%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
JGP Wealth Management, LLC 20200.11%0.37%0.54%Q4 2018Q3 202320
Hudson Capital Management LLC 1370.13%3.54%9.94%Q4 2017Q3 202320
WHITENER CAPITAL MANAGEMENT, INC. 20200.10%0.37%0.56%Q4 2017Q3 202220
Guidance Point Advisors, LLC 20200.09%1.14%1.85%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.00%0.27%1.15%Q4 2015Q3 202020
F3Logic, LLC 20200.04%0.66%0.93%Q1 2018Q4 202220
Eukles Asset Management 20200.63%0.89%1.24%Q4 2018Q3 202320
PDS Planning, Inc 19190.12%0.82%2.26%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.09%0.17%0.37%Q4 2018Q3 202319
Northwest Capital Management Inc 19190.14%0.48%0.87%Q1 2019Q3 202319
Front Row Advisors LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
BOKF, NA 1540.00%0.01%0.01%Q3 2017Q2 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Archer Investment Corp 1090.01%0.01%0.02%Q4 2018Q3 202319
Cornell Pochily Investment Advisors, Inc. 18180.09%0.27%0.78%Q4 2017Q1 202218
MCF Advisors LLC 18180.00%0.02%0.06%Q1 2016Q2 202018
Courage Miller Partners, LLC 18187.06%8.54%10.60%Q2 2019Q3 202318
Evensky & Katz LLC 1170.00%0.16%1.83%Q1 2019Q3 202318
W.G. Shaheen & Associates DBA Whitney & Co 18180.03%0.08%0.26%Q1 2019Q2 202318
Oakworth Capital, Inc. 18180.01%0.03%0.06%Q2 2016Q3 202018
Cetera Advisors LLC 1110.00%0.02%0.07%Q4 2017Q3 202318
Savant Capital, LLC 18180.01%0.16%0.61%Q2 2019Q3 202318
VALLEY NATIONAL ADVISERS INC 18180.06%0.30%0.71%Q2 2019Q3 202318
Private Capital Group, LLC 18180.01%0.02%0.06%Q4 2017Q1 202218
Bedel Financial Consulting, Inc. 17170.00%0.00%0.01%Q1 2018Q1 202217
Pacifica Partners Inc. 17170.01%0.02%0.04%Q4 2019Q4 202317
Broadview Financial Management, LLC 980.17%0.20%0.25%Q4 2017Q1 202217
Founders Capital Management 1340.00%0.01%0.02%Q1 2017Q3 202117
Stewardship Financial Advisors, LLC 1160.00%1.11%4.32%Q4 2015Q1 202117
OPTIMUM INVESTMENT ADVISORS 17170.06%0.14%0.25%Q3 2019Q3 202317
WASHINGTON TRUST BANK 17170.05%0.12%0.23%Q3 2019Q3 202317
TD Capital Management LLC 17170.01%0.29%0.62%Q3 2019Q3 202317
HHM Wealth Advisors, LLC 17170.41%0.86%1.20%Q3 2019Q3 202317
AE Wealth Management LLC 17170.02%0.12%0.22%Q3 2019Q3 202317
Windsor Wealth Management, Inc. 17171.24%2.28%3.76%Q3 2019Q3 202317
Beacon Financial Advisory LLC 16160.15%0.36%0.59%Q4 2019Q3 202316
First PREMIER Bank 16160.30%0.80%2.29%Q4 2019Q3 202316
LWS Wealth Advisors, Inc. 16161.51%3.70%5.18%Q4 2019Q3 202316
OLD MISSION CAPITAL LLC 520.02%0.26%0.65%Q2 2018Q3 202316
Samalin Investment Counsel, LLC 16160.38%1.43%1.78%Q4 2019Q3 202316
Ancora Advisors LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
IRON Financial LLC 16160.24%1.27%4.94%Q4 2019Q3 202316
FLAGSHIP HARBOR ADVISORS, LLC 1060.00%0.02%0.03%Q2 2018Q3 202216
Freedom Investment Management, Inc. 1150.03%0.09%0.27%Q4 2015Q3 202316
CREATIVE FINANCIAL DESIGNS INC /ADV 1420.00%0.65%1.67%Q1 2017Q3 202316
Eldridge Investment Advisors, Inc. 1210.08%0.34%1.12%Q2 2018Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.44%0.58%0.94%Q4 2019Q3 202316
Sound Financial Strategies Group, LLC 16160.00%0.07%0.28%Q4 2019Q3 202316
Pensionmark Financial Group, LLC 1420.06%0.22%0.71%Q2 2019Q3 202316
Argent Advisors, Inc. 16160.78%1.02%1.25%Q4 2019Q3 202316
CAPITAL INSIGHT PARTNERS, LLC 16163.07%6.24%10.65%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
AdvisorNet Financial, Inc 16160.00%0.58%1.13%Q4 2019Q3 202316
Carl P. Sherr & Co., LLC 16163.87%5.38%7.01%Q4 2019Q3 202316
Wealthquest Corp 1010.27%2.80%4.94%Q3 2015Q3 202216
Element Wealth, LLC 16160.07%1.06%3.79%Q4 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.02%0.03%0.16%Q4 2019Q3 202316
FRANKLIN RESOURCES INC 1410.00%0.00%0.00%Q4 2014Q3 202315
Disciplined Investments, LLC 15150.02%0.09%0.18%Q4 2019Q2 202315
Sunburst Financial Group, LLC 15150.42%1.13%2.68%Q1 2020Q3 202315
TOCQUEVILLE ASSET MANAGEMENT L.P. 15150.01%0.01%0.01%Q1 2020Q3 202315
HUNTINGTON NATIONAL BANK 15150.00%0.00%0.01%Q1 2020Q3 202315
Legacy Private Trust Co. 1230.04%0.78%4.66%Q4 2018Q3 202215
OSAIC HOLDINGS, INC. 15150.02%0.09%0.35%Q1 2020Q3 202315
AVANTAX ADVISORY SERVICES, INC. 15150.00%0.01%0.01%Q4 2019Q2 202315
D.A. DAVIDSON & CO. 15150.00%0.00%0.00%Q2 2013Q4 201615
Stadion Money Management, LLC 15151.32%1.94%2.78%Q4 2018Q2 202215
Retirement Group, LLC 1410.00%0.18%0.94%Q4 2019Q3 202315
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
PBMares Wealth Management LLC 15150.07%0.88%2.62%Q4 2019Q2 202315
Global Strategic Investment Solutions, LLC 15150.21%2.80%5.72%Q4 2018Q2 202215
AJ WEALTH STRATEGIES, LLC 15150.07%0.41%0.74%Q1 2019Q3 202215
Simplicity Solutions, LLC 870.01%0.13%0.31%Q2 2019Q1 202315
ARBOR TRUST WEALTH ADVISORS, LLC 15150.14%0.17%0.26%Q1 2020Q3 202315
Madrona Financial Services, LLC 15150.12%1.83%2.93%Q2 2019Q4 202215
Integrated Wealth Concepts LLC 1220.02%0.26%0.63%Q4 2019Q3 202314
Baystate Wealth Management LLC 1040.00%0.00%0.00%Q4 2019Q3 202314
CKW FINANCIAL GROUP 14140.00%0.01%0.01%Q4 2015Q1 201914
Valeo Financial Advisors, LLC 14140.00%0.01%0.01%Q4 2017Q1 202114
Ironwood Investment Counsel, LLC 14140.17%1.29%2.71%Q2 2020Q3 202314
Fiduciary Group LLC 14140.28%1.52%2.30%Q2 2020Q3 202314
NWAM LLC 1310.02%0.16%0.46%Q3 2019Q3 202314
MSI Financial Services Inc 14140.00%0.00%0.01%Q3 2013Q4 201614
HENGEHOLD CAPITAL MANAGEMENT LLC 14140.03%0.92%2.30%Q2 2019Q3 202214
MATTERN CAPITAL MANAGEMENT, LLC 14140.04%0.07%0.10%Q2 2020Q3 202314
Sound View Wealth Advisors Group, LLC 14140.38%0.48%0.73%Q2 2020Q3 202314
EXENCIAL WEALTH ADVISORS, LLC 1040.02%0.10%0.23%Q1 2019Q3 202214
Crestwood Advisors Group, LLC 14140.02%0.32%0.58%Q2 2020Q3 202314
Weaver Consulting Group 1040.10%1.43%3.72%Q2 2019Q1 202314
Certified Advisory Corp 1110.04%0.13%0.47%Q4 2017Q3 202314
Ellis Investment Partners, LLC 14140.01%0.02%0.02%Q2 2019Q3 202214
Symmetry Partners, LLC 14141.56%2.27%4.31%Q2 2020Q3 202314
HORAN CAPITAL MANAGEMENT 1110.04%0.78%2.70%Q1 2016Q4 202014
J.W. COLE ADVISORS, INC. 830.11%0.19%0.54%Q4 2019Q3 202314
HEADINVEST, LLC 1220.20%0.31%0.41%Q1 2019Q3 202314
Wealthspire Advisors, LLC 1210.04%0.07%0.12%Q1 2020Q3 202313
Omega Financial Group, LLC 13131.80%4.67%6.07%Q3 2020Q3 202313
Acorns Advisers, LLC 13135.04%5.39%5.99%Q3 2020Q3 202313
Betterment LLC 1120.00%0.00%0.01%Q1 2020Q3 202313
MERCER GLOBAL ADVISORS INC /ADV 13130.01%0.02%0.03%Q3 2020Q3 202313
Bank of New York Mellon Corp 510.00%0.00%0.00%Q2 2016Q2 202313
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 940.02%0.05%0.10%Q1 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.11%0.31%Q3 2020Q3 202313
SCHMIDT P J INVESTMENT MANAGEMENT INC 13130.05%0.16%0.34%Q3 2020Q3 202313
Wolff Financial Management LLC 850.16%0.23%0.40%Q2 2019Q3 202213
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 13130.33%0.79%1.47%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
LINCOLN NATIONAL CORP 940.01%0.05%0.20%Q1 2017Q1 202213
C M BIDWELL & ASSOCIATES LTD 1030.01%2.19%3.15%Q4 2017Q3 202313
NORTHSTAR INVESTMENT ADVISORS LLC 13130.15%1.02%1.85%Q2 2016Q2 201913
Kopp Family Office, LLC 13130.04%0.06%0.08%Q3 2020Q3 202313
TSFG, LLC 13130.02%0.04%0.05%Q1 2019Q1 202213
Allworth Financial LP 1210.00%0.26%0.79%Q1 2020Q3 202313
Capital Analysts, LLC 1120.00%0.01%0.05%Q4 2019Q3 202313
Sugarloaf Wealth Management, LLC 12120.01%0.01%0.01%Q4 2019Q3 202212
Krilogy Financial LLC 1110.01%0.02%0.06%Q3 2015Q3 201812
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Renaissance Technologies 1010.00%0.00%0.01%Q1 2019Q3 202312
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 12120.07%0.15%0.45%Q1 2020Q4 202212
Bellwether Advisors, LLC 12120.44%1.45%2.81%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Birchcreek Wealth Management, LLC 12120.50%3.18%4.49%Q4 2020Q3 202312
TRUE Private Wealth Advisors 12120.03%1.68%2.80%Q1 2018Q4 202012
EVOKE WEALTH, LLC 1110.00%0.00%0.00%Q3 2019Q3 202212
Wealth Dimensions Group, Ltd. 12121.04%2.55%5.73%Q4 2020Q3 202312
INGALLS & SNYDER LLC 12120.01%0.03%0.06%Q4 2020Q3 202312
Vantage Investment Advisors, LLC 510.01%0.07%0.20%Q4 2013Q3 201812
RAND WEALTH, LLC 12120.12%0.23%0.71%Q3 2015Q2 201812
BCGM Wealth Management, LLC 12121.32%3.12%5.37%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12120.23%0.28%0.34%Q4 2020Q3 202312
Wescott Financial Advisory Group, LLC 12120.49%0.65%0.78%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.02%0.04%Q4 2020Q3 202312
WFG Advisors, LP 12120.00%0.01%0.01%Q3 2014Q2 201712
Castle Rock Wealth Management, LLC 840.08%0.14%0.24%Q3 2019Q3 202212
Onyx Bridge Wealth Group LLC 12120.07%4.23%10.34%Q4 2020Q3 202312
McClarren Financial Advisors, Inc. 12120.03%8.18%22.89%Q4 2020Q3 202312
Edmonds Duncan Registered Investment Advisors, LLC 12120.17%0.39%0.48%Q4 2015Q3 201812
Charter Oak Capital Management, LLC 12120.33%0.48%0.56%Q4 2020Q3 202312
Laurel Wealth Advisors, Inc. 750.17%0.48%1.56%Q4 2019Q4 202212
Cable Hill Partners, LLC 660.06%0.10%0.14%Q3 2020Q3 202312
NEXT Financial Group, Inc 840.02%0.05%0.09%Q4 2015Q4 202112
Sheaff Brock Investment Advisors, LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
COREPATH WEALTH PARTNERS LLC 12123.47%4.11%4.69%Q4 2020Q3 202312
Prosperity Planning, Inc. 121212.08%13.20%14.49%Q4 2020Q3 202312
Dynamic Advisor Solutions LLC 660.09%0.19%0.32%Q2 2020Q3 202312
WESBANCO BANK INC 11110.01%0.03%0.06%Q1 2021Q3 202311
Fort Sheridan Advisors LLC 11110.07%0.10%0.14%Q1 2021Q3 202311
King Wealth Management Group 11110.05%0.07%0.10%Q1 2019Q3 202111
REGIONS FINANCIAL CORP 1010.00%0.00%0.00%Q4 2017Q3 202311
Commonwealth Equity Services, Inc 11110.00%0.02%0.04%Q1 2015Q3 201711
Smithfield Trust Co 11110.17%0.77%3.30%Q1 2021Q3 202311
B. Riley Wealth Advisors, Inc. 11110.02%0.02%0.03%Q1 2021Q3 202311
Prospera Financial Services Inc 11110.01%0.08%0.16%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.02%0.08%Q1 2021Q3 202311
Snowden Capital Advisors LLC 1010.01%0.04%0.16%Q1 2019Q4 202111
Summit Global Investments 11110.04%0.77%2.27%Q1 2021Q3 202311
CENTRAL TRUST Co 11110.00%0.01%0.02%Q4 2019Q2 202211
Koss-Olinger Consulting, LLC 11110.03%2.55%9.62%Q1 2021Q3 202311
COMMERCE BANK 11110.01%0.01%0.01%Q1 2021Q3 202311
Citizens Business Bank 11110.61%1.36%2.30%Q1 2017Q3 201911
CITY HOLDING CO 11110.05%0.36%0.48%Q1 2021Q3 202311
Townsend & Associates, Inc 11110.54%1.47%4.99%Q1 2021Q3 202311
Selective Wealth Management, Inc. 11110.00%0.00%0.01%Q1 2020Q3 202211
BB&T SECURITIES, LLC 11110.01%0.01%0.02%Q1 2017Q3 201911
Summit Asset Management, LLC 11110.09%0.13%0.19%Q4 2019Q2 202211
Orion Portfolio Solutions, LLC 520.00%0.07%0.22%Q1 2020Q3 202311
McKinley Carter Wealth Services, Inc. 11110.24%0.42%0.63%Q1 2021Q3 202311
Baldrige Asset Management LLC 1010.06%0.10%0.22%Q1 2019Q1 202311
OPPENHEIMER & CO INC 520.01%0.02%0.04%Q1 2019Q3 202310
ICONIQ Capital, LLC 10100.02%0.04%0.05%Q1 2015Q2 201710
JNBA Financial Advisors 10100.00%0.01%0.01%Q1 2020Q2 202210
FIRST HAWAIIAN BANK 10100.12%0.14%0.17%Q2 2021Q3 202310
Hills Bank & Trust Co 10100.02%0.02%0.03%Q2 2020Q3 202210
BRINKER CAPITAL INC 10100.21%0.33%0.51%Q1 2018Q2 202010
Wealthstar Advisors, LLC 10100.77%1.46%2.67%Q2 2021Q3 202310
MISSION WEALTH MANAGEMENT, LP 10100.02%0.07%0.15%Q2 2018Q3 202010
MBL Wealth, LLC 711.28%3.40%4.41%Q4 2020Q3 202310
Carroll Financial Associates, Inc. 10100.01%0.39%0.65%Q3 2019Q4 202110
QUEST CAPITAL MANAGEMENT INC /ADV 10100.09%0.22%0.42%Q3 2019Q4 202110
Asset Planning Services, Ltd. 820.17%0.20%0.29%Q4 2018Q4 202110
Advisory Alpha, LLC 10100.02%0.06%0.20%Q1 2021Q2 202310
PEOPLES BANK /OH 640.28%2.44%3.35%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.04%0.55%0.90%Q1 2021Q3 202310
CIM, LLC 10101.40%2.52%3.67%Q3 2020Q4 202210
Aveo Capital Partners, LLC 910.13%0.17%0.27%Q1 2018Q3 202010
Iron Horse Wealth Management, LLC 640.00%0.00%0.00%Q4 2020Q3 202310
Financial Gravity Asset Management, Inc. 10100.00%0.02%0.02%Q2 2021Q3 202310
Schneider Downs Wealth Management Advisors, LP 610.11%0.16%0.37%Q4 2016Q4 202210
BIEGEL & WALLER LLC 10100.14%0.20%0.26%Q2 2017Q3 201910
Avidian Wealth Solutions, LLC 420.02%0.11%0.24%Q3 2017Q3 202310
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 820.00%0.02%0.03%Q1 2021Q3 202310
Rockefeller Capital Management L.P. 910.00%0.01%0.02%Q1 2020Q3 202310
Column Capital Advisors, LLC 10100.25%0.61%1.40%Q4 2019Q1 202210
Janney Montgomery Scott LLC 10100.00%0.01%0.01%Q4 2019Q1 202210
MENLO ADVISORS LLC 10100.09%0.18%0.23%Q4 2014Q1 201710
COUNTRY TRUST BANK 10100.40%0.50%0.67%Q1 2020Q2 202210
First Heartland Consultants, Inc. 10100.04%0.09%0.16%Q2 2019Q3 202110
IHT Wealth Management, LLC 610.00%0.01%0.03%Q4 2016Q4 202110
Smith Anglin Financial, LLC 550.06%0.40%2.62%Q4 2020Q3 202310
Beacon Pointe Advisors, LLC 10100.02%0.12%0.17%Q2 2021Q3 202310
Newman & Schimel, LLC 990.34%9.87%19.34%Q4 2020Q4 20229
MAGNOLIA CAPITAL ADVISORS LLC 810.09%0.21%0.57%Q4 2019Q1 20229
Perigon Wealth Management, LLC 810.01%0.02%0.03%Q2 2016Q2 20239
Traynor Capital Management, Inc. 990.03%0.05%0.08%Q4 2019Q4 20219
DEUTSCHE BANK AG\ 720.00%0.00%0.00%Q4 2018Q1 20219
Town & Country Bank & Trust CO dba First Bankers Trust CO 990.10%0.30%0.68%Q3 2021Q3 20239
Miracle Mile Advisors, LLC 990.38%0.63%1.25%Q3 2021Q3 20239
Virtu KCG Holdings LLC 810.00%0.02%0.04%Q3 2013Q2 20179
High Net Worth Advisory Group LLC 990.16%0.60%0.96%Q4 2021Q4 20239
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 990.10%0.14%0.17%Q3 2021Q3 20239
SMITH SHELLNUT WILSON LLC /ADV 990.05%0.13%0.66%Q2 2019Q2 20219
Intrua Financial, LLC 990.10%0.26%0.37%Q1 2021Q1 20239
Bison Wealth, LLC 810.01%0.05%0.13%Q4 2019Q1 20229
Choate Investment Advisors 990.02%0.03%0.04%Q1 2020Q1 20229
CGN Advisors LLC 810.10%1.41%2.72%Q1 2021Q4 20239
LEAVELL INVESTMENT MANAGEMENT, INC. 990.02%0.03%0.04%Q3 2021Q3 20239
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 990.13%0.40%0.78%Q4 2020Q4 20229
STUDIO INVESTMENT MANAGEMENT LLC 990.13%0.87%1.87%Q3 2021Q3 20239
Focused Wealth Management, Inc 990.00%0.00%0.00%Q3 2021Q3 20239
Faithward Advisors, LLC 810.00%0.06%0.10%Q1 2020Q1 20239
First Allied Advisory Services, Inc. 810.01%0.02%0.03%Q3 2013Q3 20199
Capital Market Strategies LLC 990.44%0.72%1.11%Q4 2021Q4 20239
COBIZ WEALTH, LLC 810.00%0.11%0.18%Q2 2013Q3 20159
Advisor OS, LLC 990.58%1.22%1.96%Q3 2021Q3 20239
JFS WEALTH ADVISORS, LLC 810.01%0.09%0.16%Q4 2017Q3 20239
COZAD ASSET MANAGEMENT INC 990.06%0.14%0.19%Q1 2021Q1 20239
WealthPLAN Partners, LLC 630.02%0.04%0.06%Q4 2020Q2 20239
Founders Financial Alliance, LLC 720.00%0.00%0.01%Q2 2021Q3 20239
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 990.00%0.00%0.00%Q2 2021Q2 20239
FARMERS & MERCHANTS INVESTMENTS INC 990.01%0.01%0.02%Q1 2018Q1 20209
Danda Trouve Investment Management, Inc. 993.07%4.35%6.81%Q4 2019Q4 20219
Pinnacle Family Advisors, LLC 990.14%0.45%0.74%Q4 2016Q4 20189
GODSEY & GIBB, INC 540.00%0.01%0.01%Q2 2021Q3 20239
FinTrust Capital Advisors, LLC 990.01%0.76%1.12%Q3 2021Q3 20239
Tower Research Capital LLC (TRC) 610.00%0.00%0.01%Q1 2014Q3 20239
QUADRANT CAPITAL GROUP LLC 880.00%0.22%0.96%Q4 2021Q3 20238
Northwest Bancshares, Inc. 880.09%0.11%0.12%Q4 2017Q3 20198
Tradewinds Capital Management, LLC 880.01%0.04%0.09%Q2 2020Q1 20228
Stephens Consulting, LLC 880.02%0.21%0.48%Q4 2021Q3 20238
Klaas Financial Asset Advisors, LLC 8813.35%14.82%21.57%Q4 2020Q3 20228
PFG Advisors 880.02%0.13%0.19%Q3 2021Q2 20238
SC&H Financial Advisors, Inc. 880.23%0.38%0.51%Q4 2021Q3 20238
West Branch Capital LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Marion Wealth Management 880.16%0.23%0.33%Q4 2021Q3 20238
Sovereign Financial Group, Inc. 880.09%0.12%0.15%Q4 2021Q3 20238
HILL ISLAND FINANCIAL LLC 880.25%0.40%0.50%Q4 2021Q3 20238
PFS Partners, LLC 880.20%0.24%0.27%Q4 2021Q3 20238
NewEdge Advisors, LLC 880.12%0.44%0.77%Q4 2021Q3 20238
NORTHERN TRUST CORP 620.00%0.00%0.00%Q4 2020Q3 20238
Connectus Wealth, LLC 410.00%0.95%2.27%Q1 2021Q3 20238
BlackRock Investment Management, LLC 880.00%0.00%0.00%Q3 2013Q2 20158
Atria Investments, Inc 410.02%0.81%1.42%Q4 2015Q1 20238
Patriot Financial Group Insurance Agency, LLC 880.00%0.00%0.00%Q1 2019Q4 20208
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 710.39%7.41%11.27%Q4 2015Q3 20198
Joseph Group Capital Management 881.02%1.11%1.31%Q4 2021Q3 20238
LEVEL FOUR ADVISORY SERVICES, LLC 880.06%0.11%0.27%Q4 2021Q3 20238
Smith & Howard Wealth Management, LLC 880.55%0.86%1.60%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Spectrum Asset Management, Inc. (NB/CA) 880.12%1.71%4.96%Q2 2020Q1 20228
Equitable Holdings, Inc. 880.00%0.07%0.09%Q4 2021Q3 20238
Vista Private Wealth Partners. LLC 880.10%0.29%0.46%Q2 2019Q1 20218
MRA Advisory Group 882.42%2.64%2.91%Q4 2020Q3 20228
Koshinski Asset Management, Inc. 710.02%0.12%0.17%Q3 2021Q3 20238
Realta Investment Advisors 420.00%0.01%0.01%Q1 2019Q3 20238
MANUFACTURERS LIFE INSURANCE COMPANY, THE 530.00%0.00%0.00%Q2 2016Q2 20188
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Rather & Kittrell, Inc. 880.57%1.56%2.51%Q4 2021Q3 20238
Capital Asset Advisory Services LLC 880.00%0.01%0.02%Q4 2019Q3 20218
Pinnacle Bancorp, Inc. 880.00%0.01%0.02%Q1 2021Q4 20228
MONEY CONCEPTS CAPITAL CORP 510.02%0.07%0.12%Q4 2020Q2 20238
MARYLAND CAPITAL ADVISORS INC. 8810.08%15.19%19.96%Q4 2021Q3 20238
MARINER INDEPENDENT ADVISOR NETWORK, LLC 510.12%0.17%0.33%Q4 2014Q4 20198
Rise Advisors, LLC 880.32%0.51%0.66%Q4 2021Q3 20238
TrueWealth Financial Partners 881.17%1.51%1.82%Q4 2021Q3 20238
Security Financial Services, INC. 880.08%0.09%0.10%Q4 2021Q3 20238
Transamerica Financial Advisors, Inc. 620.00%0.16%1.24%Q1 2020Q3 20238
Buttonwood Financial Advisors Inc. 883.14%9.83%12.22%Q4 2021Q3 20238
Ameritas Investment Company, LLC 410.00%0.06%0.38%Q4 2018Q3 20218
SIGNATUREFD, LLC 310.00%0.00%0.01%Q1 2019Q2 20238
Wealthstreet Investment Advisors, LLC 880.09%0.18%0.30%Q2 2019Q1 20218
Investment Advisory Group, LLC 881.11%1.27%1.42%Q4 2021Q3 20238
EP Wealth Advisors, LLC 410.02%0.03%0.05%Q1 2016Q1 20208
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 880.19%0.67%1.37%Q4 2021Q3 20238
Stone House Investment Management, LLC 710.17%1.32%2.45%Q4 2018Q3 20238
CAMBRIDGE TRUST CO 880.00%0.00%0.00%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.09%0.15%0.22%Q4 2021Q3 20238
BLUESTEM FINANCIAL ADVISORS, LLC 771.63%3.61%5.06%Q1 2022Q3 20237
SCOTIA CAPITAL INC. 520.00%0.01%0.01%Q1 2014Q3 20207
FOUNDERS FINANCIAL SECURITIES LLC 770.40%1.10%1.76%Q1 2022Q3 20237
HB Wealth Management, LLC 770.01%0.01%0.01%Q4 2021Q2 20237
Long Run Wealth Advisors, LLC 770.27%0.36%0.52%Q4 2021Q2 20237
Valmark Advisers, Inc. 770.01%0.03%0.05%Q1 2022Q3 20237
Safeguard Investment Advisory Group, LLC 770.13%0.62%1.03%Q2 2021Q4 20227
BAKER TILLY WEALTH MANAGEMENT, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 610.04%0.05%0.06%Q1 2014Q4 20157
Bank of New Hampshire 770.00%0.01%0.01%Q1 2022Q3 20237
Johnson Financial Group, Inc. 770.15%0.25%0.32%Q1 2022Q3 20237
BRANDYWINE OAK PRIVATE WEALTH LLC 770.05%0.07%0.10%Q1 2020Q3 20217
HOLLENCREST CAPITAL MANAGEMENT 770.80%0.88%0.96%Q3 2015Q1 20177
PEDDOCK CAPITAL ADVISORS, LLC 510.01%0.04%0.07%Q1 2018Q4 20207
RFG Advisory, LLC 520.08%0.15%0.21%Q3 2020Q3 20227
FC Advisory LLC 770.22%0.42%0.52%Q2 2022Q4 20237
Ackerman Capital Advisors, LLC 770.05%0.18%0.39%Q2 2020Q4 20217
M Holdings Securities, Inc. 610.16%0.31%0.50%Q3 2016Q1 20207
Horizon Investments, LLC 770.06%0.22%0.40%Q1 2022Q3 20237
MATHER GROUP, LLC. 770.01%0.09%0.11%Q1 2022Q3 20237
LVZ, Inc. 610.08%0.30%0.44%Q4 2015Q3 20237
DAVIS R M INC 610.01%0.01%0.02%Q1 2020Q4 20217
Charles Schwab Investment Advisory, Inc. 770.25%0.55%0.85%Q2 2018Q4 20197
AMG National Trust Bank 770.01%0.02%0.02%Q4 2020Q2 20227
Independence Wealth Advisors, Inc. 773.20%3.83%4.88%Q4 2017Q2 20197
Pine Haven Investment Counsel, Inc 770.25%0.30%0.32%Q1 2022Q3 20237
MEEDER ASSET MANAGEMENT INC 770.39%0.91%1.64%Q1 2022Q3 20237
Sunbelt Securities, Inc. 430.00%0.05%0.13%Q4 2020Q3 20237
Apollon Wealth Management, LLC 770.03%0.08%0.13%Q1 2021Q3 20227
Peterson Wealth Services 770.11%0.20%0.33%Q4 2021Q2 20237
Opus Capital Group, LLC 770.09%0.55%1.64%Q1 2022Q3 20237
Wealthfront Advisers LLC 610.00%0.00%0.00%Q4 2021Q3 20237
Moloney Securities Asset Management, LLC 770.08%0.14%0.26%Q2 2018Q4 20197
PACIFIC SUN FINANCIAL CORP 610.25%0.29%0.34%Q3 2021Q2 20237
HOHIMER WEALTH MANAGEMENT, LLC 770.25%0.46%0.72%Q1 2022Q3 20237
EPIQ Capital Group, LLC 770.02%0.04%0.06%Q4 2019Q2 20217
Capital Investment Advisory Services, LLC 770.00%0.00%0.00%Q1 2020Q3 20217
Castleview Partners, LLC 770.01%0.06%0.11%Q4 2021Q2 20237
Financial Advocates Investment Management 610.02%0.03%0.03%Q2 2020Q2 20227
Rockbridge Investment Management, LCC 770.08%0.47%0.76%Q2 2020Q4 20217
MATRIX ASSET ADVISORS INC/NY 770.04%0.21%0.44%Q3 2019Q1 20217
Atria Wealth Solutions, Inc. 770.00%0.04%0.08%Q1 2022Q3 20237
Modera Wealth Management, LLC 420.01%0.02%0.02%Q4 2021Q3 20236
Golden State Wealth Management, LLC 330.02%0.03%0.06%Q1 2019Q3 20206
CIDEL ASSET MANAGEMENT INC 660.01%0.02%0.02%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Stonebridge Financial Planning Group, LLC 660.02%0.04%0.09%Q3 2020Q4 20216
EDMOND DE ROTHSCHILD HOLDING S.A. 660.00%0.01%0.01%Q2 2016Q3 20176
DAGCO, INC. 660.58%3.11%4.94%Q1 2021Q2 20226
MORRIS FINANCIAL CONCEPTS, INC. 660.01%2.09%4.10%Q2 2022Q3 20236
ARCADIA INVESTMENT MANAGEMENT CORP/MI 660.01%0.01%0.01%Q2 2017Q3 20186
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 660.06%0.06%0.07%Q2 2022Q3 20236
American Trust 660.02%0.02%0.03%Q1 2022Q2 20236
ShoreHaven Wealth Partners, LLC 664.63%5.26%5.74%Q4 2020Q1 20226
Lake Point Wealth Management 310.00%3.30%9.61%Q4 2018Q2 20216
STATE OF WISCONSIN INVESTMENT BOARD 660.43%0.61%0.68%Q2 2022Q3 20236
FourThought Financial, LLC 660.39%0.52%0.71%Q2 2021Q3 20226
Washington Trust Advisors, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
ENCOMPASS WEALTH ADVISORS, LLC 420.05%0.07%0.12%Q4 2020Q3 20226
IRONWOOD WEALTH MANAGEMENT, INC. 6611.20%12.92%14.03%Q4 2020Q1 20226
MJP ASSOCIATES INC /ADV 660.38%1.45%6.05%Q2 2022Q3 20236
Jordan Park Group LLC 660.04%0.05%0.06%Q4 2019Q1 20216
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 660.42%1.11%2.16%Q2 2020Q3 20216
Belpointe Asset Management LLC 660.01%0.01%0.01%Q4 2021Q1 20236
Lutz Financial Services LLC 660.44%0.62%0.96%Q2 2022Q3 20236
Opal Wealth Advisors, LLC 669.97%11.67%13.75%Q2 2022Q3 20236
Brio Consultants, LLC 510.06%2.27%5.15%Q4 2021Q3 20236
Mascoma Wealth Management LLC 660.02%0.02%0.02%Q4 2016Q1 20186
InterOcean Capital Group, LLC 660.05%0.12%0.37%Q2 2022Q3 20236
RIDGECREST WEALTH PARTNERS, LLC 660.19%1.64%3.19%Q1 2021Q2 20226
TRUST CO OF VERMONT 660.00%0.00%0.00%Q4 2018Q1 20206
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 660.47%1.34%2.31%Q2 2022Q3 20236
Cerity Partners LLC 660.04%0.08%0.11%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 310.00%0.05%0.08%Q2 2019Q2 20216
BCM ADVISORS, LLC 661.55%7.29%10.19%Q3 2018Q4 20196
Marcum Wealth, LLC 660.08%0.14%0.17%Q1 2021Q2 20226
B. Riley Wealth Management, Inc. 660.00%0.12%0.18%Q1 2021Q2 20226
Rede Wealth, LLC 660.46%0.59%0.76%Q2 2022Q3 20236
Blue Trust, Inc. 660.01%0.05%0.11%Q2 2022Q3 20236
MBM Wealth Consultants, LLC 664.08%4.36%5.32%Q4 2020Q1 20226
Atlas Private Wealth Advisors 660.01%0.01%0.02%Q2 2020Q3 20216
Wilshire Advisors LLC 310.78%4.22%13.85%Q3 2018Q4 20216
BENJAMIN EDWARDS INC 660.00%0.06%0.15%Q2 2022Q3 20236
Berman Capital Advisors, LLC 660.01%0.96%2.08%Q4 2018Q1 20206
Boyd Wealth Management, LLC 662.91%6.60%8.54%Q4 2021Q1 20236
HM PAYSON & CO 320.00%0.00%0.00%Q2 2022Q3 20235
PALLADIUM PARTNERS LLC 550.36%0.38%0.40%Q1 2021Q1 20225
Meridian Wealth Management, LLC 310.02%0.14%0.22%Q2 2020Q3 20235
Avantax Planning Partners, Inc. 550.01%0.11%0.28%Q3 2022Q3 20235
COLDSTREAM CAPITAL MANAGEMENT INC 550.53%0.58%0.65%Q1 2017Q1 20185
Crewe Advisors LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Arete Wealth Advisors, LLC 410.04%0.46%1.78%Q2 2021Q1 20235
Oak Asset Management, LLC 410.18%2.30%10.39%Q4 2017Q2 20225
AlphaMark Advisors, LLC 550.01%0.01%0.01%Q2 2017Q2 20185
Veracity Capital LLC 550.16%0.44%0.58%Q4 2019Q4 20205
Colonial Trust Co / SC 550.24%0.30%0.42%Q3 2022Q3 20235
SRS Capital Advisors, Inc. 320.00%0.00%0.00%Q2 2019Q3 20235
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
CX Institutional 410.00%0.00%0.00%Q3 2018Q3 20215
GRAY FINANCIAL GROUP /GA /ADV /ADV 554.47%5.62%9.14%Q4 2015Q4 20165
Keystone Financial Group 550.70%0.78%0.92%Q4 2020Q4 20215
Financial Architects, Inc 550.00%0.00%0.00%Q1 2018Q1 20195
Great Point Wealth Advisors, LLC 550.24%0.31%0.43%Q4 2018Q4 20195
SMITH CHAS P & ASSOCIATES PA CPAS 310.03%0.04%0.05%Q2 2021Q4 20225
BENJAMIN F. EDWARDS & COMPANY, INC. 410.00%0.00%0.02%Q3 2017Q2 20195
Banque Cantonale Vaudoise 550.01%0.01%0.01%Q3 2022Q3 20235
GDS Wealth Management 550.10%3.17%5.32%Q4 2021Q4 20225
CoreCap Advisors, LLC 550.01%0.02%0.02%Q4 2021Q4 20225
DEARBORN PARTNERS LLC 550.01%0.02%0.04%Q2 2022Q2 20235
Leicht Financial Planning & Wealth Management, Inc. 550.33%1.13%2.01%Q4 2018Q4 20195
NorthLanding Financial Partners, LLC 553.51%3.66%3.88%Q3 2022Q3 20235
Sunesis Advisors, LLC 410.89%0.97%1.05%Q2 2022Q3 20235
Prime Capital Investment Advisors, LLC 320.00%0.10%0.24%Q1 2018Q3 20235
FAS Wealth Partners, Inc. 550.11%1.68%5.48%Q3 2022Q3 20235
WHITTIER TRUST CO 550.00%0.00%0.00%Q2 2020Q2 20215
JARISLOWSKY, FRASER Ltd 550.00%0.00%0.00%Q3 2022Q3 20235
Colonial Trust Advisors 550.08%0.08%0.10%Q3 2022Q3 20235
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q2 2018Q1 20235
Hochman Cole Investment Advisors, Inc. 550.27%0.39%0.57%Q2 2018Q2 20195
Shone Asset Management LLC 441.62%1.91%2.27%Q1 2020Q4 20204
Financial Network Wealth Management LLC 440.10%0.11%0.11%Q4 2022Q3 20234
EXCALIBUR MANAGEMENT CORP 440.21%0.29%0.33%Q2 2021Q1 20224
KMG FIDUCIARY PARTNERS, LLC 440.20%0.22%0.24%Q4 2022Q3 20234
Sound Stewardship, LLC 442.60%2.70%2.85%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.04%0.04%0.05%Q4 2022Q3 20234
L. Roy Papp & Associates, LLP 440.03%0.03%0.03%Q2 2020Q1 20214
Global Wealth Management Investment Advisory, Inc. 310.00%0.00%0.00%Q4 2018Q3 20214
Rice Partnership, LLC 440.06%0.06%0.07%Q2 2021Q1 20224
Monument Capital Management 440.22%0.41%0.48%Q1 2019Q4 20194
WESPAC Advisors, LLC 440.19%0.26%0.34%Q2 2020Q1 20214
Delta Financial Group, Inc. 440.46%0.87%1.65%Q4 2022Q3 20234
Independent Advisor Alliance 210.02%0.03%0.07%Q1 2017Q2 20234
Tiller Private Wealth, Inc. 443.75%4.06%4.63%Q1 2018Q4 20184
Kowal Investment Group, LLC 310.00%0.07%0.11%Q3 2021Q2 20234
HAZLETT, BURT & WATSON, INC. 440.00%0.00%0.00%Q2 2022Q1 20234
Pinnacle Wealth Management Group, Inc. 442.83%5.58%6.64%Q2 2022Q1 20234
PARSONS CAPITAL MANAGEMENT INC/RI 310.02%0.02%0.03%Q1 2015Q4 20174
Strategic Wealth Management Group, LLC 440.88%0.99%1.16%Q3 2020Q2 20214
STEEL GROVE CAPITAL ADVISORS, LLC 440.16%0.22%0.28%Q4 2022Q3 20234
ASPIRIANT, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
CONNING INC. 440.09%0.14%0.17%Q3 2021Q2 20224
Kathmere Capital Management, LLC 220.00%0.51%1.26%Q4 2019Q4 20204
SIMON QUICK ADVISORS, LLC 220.01%0.06%0.15%Q2 2017Q2 20194
Cornerstone Wealth Management, LLC 310.01%0.08%0.14%Q2 2018Q1 20224
Live Oak Investment Partners 440.01%0.01%0.01%Q4 2022Q3 20234
James J. Burns & Company, LLC 440.06%0.42%0.70%Q3 2022Q2 20234
Columbus Macro, LLC 440.36%0.56%1.04%Q4 2022Q3 20234
DB Wealth Management Group, LLC 440.00%0.01%0.03%Q4 2020Q3 20214
Hoxton Planning & Management, LLC 440.58%1.38%3.31%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 440.00%0.23%0.36%Q4 2022Q3 20234
Karp Capital Management Corp 440.36%1.18%2.05%Q4 2021Q3 20224
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
IEQ CAPITAL, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
BOK Financial Private Wealth, Inc. 310.00%0.02%0.02%Q4 2019Q2 20224
Richard W. Paul & Associates, LLC 440.67%0.70%0.75%Q4 2022Q3 20234
HOWE & RUSLING INC 310.00%0.00%0.00%Q1 2022Q1 20234
Truepoint, Inc. 440.03%0.08%0.20%Q4 2017Q3 20184
D.B. Root & Company, LLC 440.11%0.12%0.14%Q1 2018Q4 20184
Beacon Bridge Wealth Partners, LLC 440.13%2.28%4.45%Q4 2022Q3 20234
LUTS & GREENLEIGH GROUP, INC 441.94%2.37%2.82%Q4 2022Q3 20234
McAdam, LLC 310.00%0.03%0.06%Q1 2018Q2 20194
Life Planning Partners, Inc 440.23%0.24%0.24%Q4 2021Q3 20224
PRIVATE TRUST CO NA 440.01%0.02%0.02%Q2 2022Q1 20234
Sound Income Strategies, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Per Stirling Capital Management, LLC. 440.21%0.22%0.22%Q4 2022Q3 20234
Perella Weinberg Partners Capital Management LP 220.22%0.44%0.94%Q4 2017Q2 20194
LEVEL FOUR FINANCIAL, LLC 440.96%1.45%1.64%Q4 2020Q3 20214
Partnervest Advisory Services LLC 440.00%0.00%0.00%Q3 2013Q2 20144
Capstone Financial Group, Inc. 440.02%0.02%0.02%Q4 2019Q3 20204
WealthTrust-Arizona, LLC 440.08%0.08%0.09%Q1 2018Q4 20184
Squar Milner Financial Services LLC 220.00%0.00%0.00%Q1 2019Q1 20204
RONALD BLUE & CO LLC 310.02%0.05%0.09%Q4 2015Q2 20174
Curbstone Financial Management Corp 440.09%0.09%0.09%Q2 2021Q1 20224
Dorsey & Whitney Trust CO LLC 440.03%0.04%0.04%Q1 2019Q4 20194
Tyler-Stone Wealth Management 220.00%0.00%0.00%Q3 2022Q3 20234
WINTRUST INVESTMENTS LLC 440.06%0.20%0.32%Q3 2016Q2 20174
SALEM INVESTMENT COUNSELORS INC 440.02%0.02%0.02%Q4 2022Q3 20234
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 440.25%0.26%0.27%Q4 2017Q3 20184
Beaumont Financial Advisors, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Spotlight Asset Group, Inc. 220.08%0.26%0.36%Q4 2019Q4 20204
Seven Springs Wealth Group, LLC 440.05%0.05%0.05%Q4 2019Q3 20204
Delek Group, Ltd. 440.05%0.07%0.09%Q4 2017Q3 20184
FourThought Financial Partners, LLC 440.10%0.16%0.22%Q4 2022Q3 20234
NORRIS PERNE & FRENCH LLP/MI 330.04%0.06%0.09%Q3 2014Q1 20153
Kovitz Investment Group Partners, LLC 330.16%0.34%0.60%Q1 2023Q3 20233
Gallagher Fiduciary Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
AGF INVESTMENTS INC. 330.04%0.04%0.05%Q3 2018Q1 20193
FormulaFolio Investments, LLC 210.08%2.04%3.04%Q3 2015Q3 20163
CHOREO, LLC 330.01%0.03%0.07%Q1 2023Q3 20233
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.36%0.37%0.38%Q1 2023Q3 20233
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.26%1.11%1.99%Q2 2020Q4 20203
AlphaCore Capital LLC 330.26%0.34%0.47%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.03%0.03%0.03%Q4 2022Q3 20233
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 330.08%0.09%0.10%Q2 2021Q4 20213
Evergreen Advisors, LLC 339.55%10.45%10.98%Q2 2019Q4 20193
Pinnacle Private Wealth, LLC 330.16%0.18%0.20%Q4 2021Q2 20223
GIRARD PARTNERS LTD. 330.03%0.06%0.07%Q2 2022Q4 20223
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 330.00%0.00%0.00%Q4 2022Q2 20233
HighMark Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
HCR Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20203
H&H Retirement Design & Management INC 330.56%0.65%0.71%Q2 2022Q4 20223
RESOLUTE FINANCIAL, LLC 330.18%0.54%0.77%Q4 2021Q2 20223
FLC Capital Advisors 330.08%0.09%0.09%Q1 2019Q3 20193
Gradient Investments LLC 210.00%0.00%0.00%Q2 2021Q3 20223
Paragon Wealth Strategies, LLC 110.01%1.29%3.65%Q4 2016Q2 20213
Plante Moran Financial Advisors, LLC 330.00%0.00%0.01%Q2 2020Q4 20203
VitalStone Financial, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
WealthPlan Investment Management, LLC 210.02%0.03%0.04%Q1 2022Q4 20223
Diversified Portfolios, Inc. 330.07%0.09%0.12%Q1 2023Q3 20233
CAPITAL ONE FINANCIAL CORP 330.03%0.05%0.08%Q2 2021Q4 20213
ZACKS INVESTMENT MANAGEMENT 330.00%0.01%0.01%Q4 2022Q2 20233
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2021Q2 20223
WBI INVESTMENTS, LLC 210.07%0.35%0.65%Q1 2018Q4 20223
Security National Bank 330.06%0.08%0.10%Q4 2021Q2 20223
HC FINANCIAL ADVISORS INC 330.01%0.02%0.02%Q4 2021Q2 20223
ML & R WEALTH MANAGEMENT LLC 330.07%0.07%0.08%Q3 2022Q1 20233
Maltin Wealth Management, Inc. 330.83%0.91%0.98%Q1 2023Q3 20233
BIP Wealth, LLC 330.12%0.21%0.33%Q1 2023Q3 20233
Arlington Capital Management, Inc. 212.63%3.55%4.10%Q3 2015Q4 20183
CENTAURUS FINANCIAL, INC. 330.01%0.01%0.02%Q4 2020Q2 20213
ProVise Management Group, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
OAKWOOD CAPITAL MANAGEMENT LLC/CA 330.08%0.09%0.10%Q2 2020Q4 20203
Armor Investment Advisors, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
SAXON INTERESTS, INC. 330.19%0.26%0.31%Q4 2021Q2 20223
SVA Wealth Management, LLC 330.02%0.02%0.03%Q2 2020Q4 20203
SYNOVUS FINANCIAL CORP 210.00%0.00%0.01%Q2 2017Q2 20203
GYL FINANCIAL SYNERGIES, LLC 330.19%0.21%0.24%Q1 2023Q3 20233
CALTON & ASSOCIATES, INC. 210.04%0.06%0.08%Q2 2020Q1 20223
Better Money Decisions, LLC 330.05%0.06%0.07%Q1 2021Q3 20213
Key FInancial Inc 330.05%0.05%0.06%Q1 2023Q3 20233
Cypress Wealth Services, LLC 330.06%0.23%0.54%Q3 2019Q1 20203
Jefferies Group LLC 210.00%0.01%0.03%Q3 2014Q3 20163
WBH ADVISORY INC 210.03%0.04%0.05%Q4 2021Q3 20223
Accurate Wealth Management, LLC 330.03%0.19%0.46%Q4 2022Q2 20233
Tradition Wealth Management, LLC 330.26%0.40%0.64%Q2 2022Q4 20223
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2021Q3 20233
Community Bank, N.A. 330.00%0.01%0.02%Q2 2020Q4 20203
Bartlett & Co. LLC 330.00%0.00%0.00%Q2 2023Q4 20233
Brand Asset Management Group, Inc. 210.00%0.05%0.08%Q2 2018Q1 20203
Virtu Financial LLC 210.04%0.17%0.30%Q3 2017Q2 20183
FIRST NATIONAL BANK OF OMAHA 330.01%0.01%0.01%Q1 2021Q3 20213
Cornerstone Financial Partners, LLC 330.48%0.65%0.78%Q1 2017Q3 20173
Kelman-Lazarov, Inc. 330.07%0.10%0.12%Q1 2023Q3 20233
TWIN CAPITAL MANAGEMENT INC 330.14%0.15%0.16%Q3 2018Q1 20193
Regal Investment Advisors LLC 330.00%0.00%0.01%Q2 2014Q4 20143
Clear Creek Financial Management, LLC 210.06%0.59%1.62%Q1 2020Q4 20203
PFG Investments, LLC 330.13%0.16%0.20%Q1 2023Q3 20233
Bristlecone Advisors, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
Harvest Investment Services, LLC 330.14%0.18%0.26%Q4 2018Q2 20193
Ahrens Investment Partners LLC 330.00%0.00%0.01%Q4 2021Q2 20223
Willis Johnson & Associates, Inc. 330.06%0.06%0.07%Q4 2020Q2 20213
Vantage Financial Partners, LLC 331.62%1.72%1.76%Q1 2023Q3 20233
Wick Capital Partners, LLC 220.34%0.60%0.86%Q4 2021Q1 20222
Destiny Wealth Partners, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Cherry Tree Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
WEDBUSH SECURITIES INC 110.02%0.02%0.02%Q2 2019Q4 20192
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Disciplina Capital Management LLC 222.46%5.39%8.33%Q4 2018Q1 20192
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q1 2021Q2 20212
Cedar Brook Financial Partners, LLC 110.09%0.10%0.11%Q4 2021Q2 20222
Citizens National Bank Trust Department 220.01%0.02%0.02%Q4 2021Q1 20222
Financial Advisors, LLC 220.23%0.31%0.39%Q2 2020Q3 20202
SignalPoint Asset Management, LLC 220.30%0.31%0.32%Q2 2016Q3 20162
Rooted Wealth Advisors, Inc. 220.40%1.38%2.36%Q2 2023Q3 20232
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.01%Q1 2018Q2 20182
Buck Wealth Strategies, LLC 111.80%1.85%1.90%Q3 2022Q3 20232
Yorktown Management & Research Co Inc 220.05%0.06%0.07%Q1 2016Q2 20162
Valley Brook Capital Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
HL FINANCIAL SERVICES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Arlington Partners LLC 220.07%0.08%0.08%Q1 2023Q2 20232
Coppell Advisory Solutions Corp. 220.21%0.28%0.35%Q4 2022Q1 20232
McNaughton Wealth Management, LLC 110.16%0.16%0.16%Q1 2022Q3 20222
Crestmont Private Wealth LLC 220.10%0.10%0.10%Q4 2021Q1 20222
55I, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Bluefin Trading, LLC 110.09%0.18%0.28%Q1 2016Q4 20172
TWO SIGMA SECURITIES, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Invst, LLC 220.22%0.25%0.27%Q3 2017Q4 20172
Resource Planning Group 220.13%0.13%0.14%Q2 2021Q3 20212
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Legacy Capital Wealth Partners, LLC 110.12%0.12%0.12%Q1 2023Q3 20232
Cornerstone Planning Group LLC 110.01%0.01%0.01%Q4 2022Q2 20232
Scissortail Wealth Management, LLC 112.40%2.40%2.40%Q4 2021Q2 20222
New England Capital Financial Advisors LLC 220.01%0.03%0.05%Q4 2022Q1 20232
Wealth Quarterback LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Field & Main Bank 220.00%0.00%0.00%Q4 2022Q1 20232
Salomon & Ludwin, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
INVESTMENT SECURITY GROUP INC /CO/ /ADV 2214.02%14.35%14.67%Q2 2021Q3 20212
ROCKY MOUNTAIN ADVISERS, LLC 220.08%0.13%0.19%Q3 2022Q4 20222
Grant Street Asset Management, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Parasol Investment Management, LLC 222.42%7.11%11.79%Q4 2016Q1 20172
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2020Q2 20232
Chicago Partners Investment Group LLC 220.10%0.12%0.13%Q2 2023Q3 20232
Costello Asset Management, INC 220.00%0.00%0.00%Q1 2022Q2 20222
VISTA FINANCE, LLC 220.28%0.33%0.39%Q4 2021Q1 20222
Summit Financial, LLC 220.06%0.07%0.07%Q4 2018Q1 20192
Fortitude Advisory Group L.L.C. 220.02%0.05%0.08%Q4 2021Q1 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Cresta Advisors, Ltd. 220.23%0.27%0.32%Q3 2022Q4 20222
Next Capital Management LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Towercrest Capital Management 220.40%0.41%0.42%Q4 2014Q1 20152
Astoria Strategic Wealth, Inc. 220.31%0.37%0.44%Q4 2021Q1 20222
MV CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Concert Wealth Management Inc. 220.06%0.06%0.06%Q3 2016Q4 20162
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Roundview Capital LLC 220.02%0.03%0.04%Q2 2021Q3 20212
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
CMC Financial Group 220.31%0.89%1.48%Q4 2019Q1 20202
Cape Investment Advisory, Inc. 220.00%0.01%0.01%Q1 2023Q2 20232
First Capital Advisors Group, LLC. 220.00%0.00%0.00%Q1 2023Q2 20232
Financial Advisors Network, Inc. 220.07%0.08%0.08%Q3 2020Q4 20202
9258 Wealth Management, LLC 220.05%0.06%0.07%Q3 2021Q4 20212
RAYMOND JAMES TRUST CO. OF NH 221.94%2.67%3.40%Q1 2022Q2 20222
RFP Financial Group LLC 110.00%0.00%0.00%Q4 2022Q2 20232
FIDUCIENT ADVISORS LLC 110.09%0.14%0.19%Q2 2022Q4 20222
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q3 2019Q1 20202
Cresset Asset Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
NEW ENGLAND ASSET MANAGEMENT INC 220.01%0.01%0.01%Q2 2022Q3 20222
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.03%Q1 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q2 2019Q1 20212
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
LWMG, LLC 220.07%0.28%0.50%Q4 2022Q1 20232
Edmond de Rothschild (Europe) 220.09%0.11%0.13%Q2 2016Q3 20162
Verde Capital Management 110.04%0.04%0.04%Q1 2020Q1 20201
Squarepoint Ops LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Second Half Financial Partners, LLC 110.40%0.40%0.40%Q2 2023Q2 20231
Banco Santander, S.A. 110.00%0.00%0.00%Q1 2020Q1 20201
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
STRATEGY ASSET MANAGERS LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Aries Wealth Management 115.81%5.81%5.81%Q1 2022Q1 20221
Running Point Capital Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
MKT Advisors LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Bedell Frazier Investment Counselling, LLC 110.07%0.07%0.07%Q2 2019Q2 20191
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Stratos Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Headlands Technologies LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Main Street Financial Solutions, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Strategies Wealth Advisors, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.05%0.05%0.05%Q1 2021Q1 20211
EVERGREEN CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2020Q3 20201
EXELON CORP 111.71%1.71%1.71%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
BUCKINGHAM STRATEGIC WEALTH, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
WEST CHESTER CAPITAL ADVISORS, INC 110.86%0.86%0.86%Q4 2022Q4 20221
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q4 2020Q4 20201
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Synergy Asset Management, LLC 110.26%0.26%0.26%Q4 2020Q4 20201
RITHOLTZ WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2022Q3 20221
PATTON ALBERTSON MILLER GROUP, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Cornerstone Advisors, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
RETIREMENT CAPITAL STRATEGIES 112.86%2.86%2.86%Q2 2021Q2 20211
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
KerberRose Wealth Management, LLC 112.08%2.08%2.08%Q2 2022Q2 20221
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2020Q4 20201
SOA Wealth Advisors, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
ZEKE CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Redhawk Wealth Advisors, Inc. 110.74%0.74%0.74%Q2 2020Q2 20201
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q1 2020Q1 20201
Topel & Distasi Wealth Management, LLC 112.88%2.88%2.88%Q1 2022Q1 20221
Vestmark Advisory Solutions, Inc. 110.04%0.04%0.04%Q3 2020Q3 20201
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TIAA, FSB 110.00%0.00%0.00%Q2 2022Q2 20221
HRT FINANCIAL LP 110.01%0.01%0.01%Q1 2023Q1 20231
Blue Sky Asset Management, LLC 116.59%6.59%6.59%Q1 2020Q1 20201
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2015Q3 20151
Windhaven Investment Management, Inc. 115.62%5.62%5.62%Q1 2018Q1 20181
PACES FERRY WEALTH ADVISORS, LLC 110.45%0.45%0.45%Q4 2022Q4 20221
CFS Investment Advisory Services, LLC 111.14%1.14%1.14%Q3 2022Q3 20221
Affinity Capital Advisors, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
SEGALL BRYANT & HAMILL, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
First Personal Financial Services 110.01%0.01%0.01%Q3 2016Q3 20161
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PRESILIUM PRIVATE WEALTH, LLC 110.13%0.13%0.13%Q2 2023Q2 20231
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Legal Advantage Investments, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
LITTLE HOUSE CAPITAL LLC 110.24%0.24%0.24%Q2 2020Q2 20201
StoneX Group Inc. 110.08%0.08%0.08%Q2 2020Q2 20201
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Jane Street Holding, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Claro Advisors LLC 110.04%0.04%0.04%Q4 2018Q4 20181
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q3 2014Q3 20141
Jackson Creek Investment Advisors LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Trilogy Capital Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Barry Investment Advisors, LLC 110.17%0.17%0.17%Q3 2017Q3 20171
GTS SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Pure Financial Advisors, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
MRA Associates USA LLC 110.10%0.10%0.10%Q3 2019Q3 20191
Kingsview Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
LJI Wealth Management, LLC 111.50%1.50%1.50%Q4 2022Q4 20221
KCS Wealth Advisory 110.05%0.05%0.05%Q3 2019Q3 20191
PCA Investment Advisory Services Inc. 110.08%0.08%0.08%Q2 2023Q2 20231
Balentine LLC 110.00%0.00%0.00%Q3 2021Q3 20211
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2018Q1 20181
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Gallagher Benefit Services, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Global Financial Private Capital, Inc 110.03%0.03%0.03%Q3 2017Q3 20171
MADRONA FUNDS, LLC 112.35%2.35%2.35%Q3 2019Q3 20191
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
RED CEDAR INVESTMENT MANAGEMENT, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Firestone Capital Management 110.04%0.04%0.04%Q4 2019Q4 20191
Stearns Financial Services Group 110.00%0.00%0.00%Q2 2019Q2 20191
Carmichael Hill & Associates, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Consolidated Planning Corp 110.02%0.02%0.02%Q3 2021Q3 20211
Crossvault Capital Management LLC 110.16%0.16%0.16%Q3 2015Q3 20151
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.05%0.05%0.05%Q3 2020Q3 20201
Optas, LLC 111.58%1.58%1.58%Q1 2023Q1 20231
LBA Wealth Management, LLC 110.03%0.03%0.03%Q3 2016Q3 20161
Clearstead Trust, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Eudaimonia Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
Integrated Wealth Management 110.03%0.03%0.03%Q4 2015Q4 20151
IFS Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NewDay Solutions, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q3 2018Q3 20181
MONTAGE INVESTMENTS, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
HC Advisors, LLC 111.48%1.48%1.48%Q1 2020Q1 20201
Summit Financial Strategies, Inc. 110.06%0.06%0.06%Q2 2022Q2 20221
Capasso Planning Partners LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Core Wealth Advisors, Inc. 112.66%2.66%2.66%Q4 2019Q4 20191
WASHINGTON TRUST Co 110.00%0.00%0.00%Q3 2021Q3 20211
ALESCO ADVISORS LLC 110.03%0.03%0.03%Q2 2015Q2 20151
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Resonant Capital Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
JT Stratford LLC 111.76%1.76%1.76%Q4 2016Q4 20161
SouthState Corp 110.00%0.00%0.00%Q4 2021Q4 20211
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
ASSETMARK, INC 110.00%0.00%0.00%Q4 2019Q4 20191
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Strategic Wealth Partners, Ltd. 110.01%0.01%0.01%Q2 2019Q2 20191
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
SUNTRUST BANKS INC 110.00%0.00%0.00%Q3 2019Q3 20191
Beck Bode, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
TORONTO DOMINION BANK 110.00%0.00%0.00%Q3 2016Q3 20161
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Cribstone Capital Management, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
Parsec Financial Management, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Providence Capital Advisors, LLC 110.89%0.89%0.89%Q1 2022Q1 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
External links

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