Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
ROYAL BANK OF CANADA | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
UBS Group AG | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
LPL Financial LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
ARGI Investment Services, LLC | 29 | 29 | 0.06% | 0.11% | 0.32% | Q4 2015 | Q4 2022 | 29 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
COLONY GROUP LLC | 28 | 28 | 0.02% | 0.32% | 1.00% | Q4 2016 | Q3 2023 | 28 |
Capital Advisors, Ltd. LLC | 27 | 27 | 0.02% | 0.11% | 0.20% | Q1 2017 | Q3 2023 | 27 |
MORGAN STANLEY | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Orgel Wealth Management, LLC | 26 | 26 | 0.08% | 1.19% | 2.86% | Q2 2017 | Q3 2023 | 26 |
JANE STREET GROUP, LLC | 19 | 2 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 26 |
CWM, LLC | 17 | 8 | 0.00% | 0.65% | 1.51% | Q2 2017 | Q3 2023 | 25 |
Private Advisor Group, LLC | 25 | 25 | 0.00% | 0.02% | 0.10% | Q2 2016 | Q2 2022 | 25 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
FOSTER & MOTLEY INC | 24 | 24 | 0.41% | 1.93% | 4.16% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 24 | 24 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2023 | 24 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 23 | 23 | 0.14% | 0.45% | 0.72% | Q1 2018 | Q3 2023 | 23 |
MERIDIAN MANAGEMENT CO | 22 | 22 | 7.08% | 9.41% | 12.30% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisors LLC | 16 | 2 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
First Command Advisory Services, Inc. | 22 | 22 | 0.11% | 1.03% | 5.30% | Q2 2018 | Q3 2023 | 22 |
CENTAURUS FINANCIAL, INC. | 22 | 22 | 0.01% | 0.03% | 0.12% | Q4 2017 | Q1 2023 | 22 |
Clearwater Capital Advisors, LLC | 21 | 21 | 0.18% | 3.83% | 5.70% | Q3 2018 | Q3 2023 | 21 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 21 | 21 | 0.09% | 1.81% | 2.82% | Q3 2018 | Q3 2023 | 21 |
BlackRock Inc. | 20 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q4 2022 | 21 |
BLAIR WILLIAM & CO/IL | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.07% | 1.20% | Q3 2018 | Q3 2023 | 21 |
Strategic Financial Services, Inc, | 21 | 21 | 1.31% | 11.00% | 13.57% | Q3 2018 | Q3 2023 | 21 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 16 | 2 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Beirne Wealth Consulting Services, LLC | 20 | 20 | 0.38% | 1.92% | 2.98% | Q4 2018 | Q3 2023 | 20 |
Integrated Wealth Concepts LLC | 20 | 20 | 0.02% | 1.08% | 4.59% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Snowden Capital Advisors LLC | 9 | 3 | 0.01% | 0.16% | 1.15% | Q1 2018 | Q3 2023 | 20 |
US BANCORP \DE\ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 15 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 19 |
Mascoma Wealth Management LLC | 11 | 8 | 0.00% | 0.47% | 2.76% | Q4 2017 | Q2 2023 | 19 |
Pflug Koory, LLC | 19 | 19 | 0.01% | 0.10% | 0.17% | Q1 2019 | Q3 2023 | 19 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Cedar Brook Financial Partners, LLC | 10 | 9 | 0.10% | 0.36% | 0.58% | Q4 2018 | Q3 2023 | 19 |
CITIGROUP INC | 16 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
MML INVESTORS SERVICES, LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 19 |
AMERIPRISE FINANCIAL INC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 19 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 19 |
Capital Investment Advisory Services, LLC | 15 | 3 | 0.00% | 0.22% | 0.53% | Q1 2019 | Q3 2023 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 18 | 18 | 0.00% | 0.01% | 0.07% | Q3 2015 | Q4 2019 | 18 |
Atria Investments, Inc | 12 | 1 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q2 2022 | 18 |
AdvisorNet Financial, Inc | 18 | 18 | 0.01% | 0.04% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Inscription Capital, LLC | 9 | 2 | 0.09% | 0.63% | 4.48% | Q4 2018 | Q3 2023 | 17 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2021 | 17 |
LINCOLN CAPITAL CORP | 17 | 17 | 0.82% | 1.92% | 2.20% | Q3 2019 | Q3 2023 | 17 |
BALASA DINVERNO & FOLTZ LLC | 17 | 17 | 3.22% | 4.97% | 6.72% | Q3 2018 | Q3 2022 | 17 |
Lehman & Derafelo Financial Resources LLC | 16 | 16 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q3 2022 | 16 |
Seascape Capital Management | 16 | 16 | 0.17% | 0.39% | 0.68% | Q4 2019 | Q3 2023 | 16 |
RHS Financial, LLC | 16 | 16 | 0.38% | 2.50% | 4.17% | Q4 2018 | Q3 2022 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
MAGNOLIA CAPITAL ADVISORS LLC | 10 | 5 | 0.15% | 0.33% | 0.56% | Q4 2019 | Q3 2023 | 15 |
LexAurum Advisors, LLC | 15 | 15 | 0.12% | 0.30% | 0.62% | Q1 2020 | Q3 2023 | 15 |
First Ascent Asset Management, LLC | 15 | 15 | 0.06% | 1.22% | 2.01% | Q4 2019 | Q2 2023 | 15 |
Wade Financial Advisory, Inc | 14 | 1 | 0.42% | 3.01% | 3.94% | Q4 2019 | Q3 2023 | 15 |
Savant Capital, LLC | 15 | 15 | 0.01% | 0.08% | 0.24% | Q1 2020 | Q3 2023 | 15 |
Princeton Global Asset Management LLC | 14 | 1 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q4 2019 | 15 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 15 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2020 | 14 |
Callan Capital, LLC | 14 | 14 | 2.45% | 3.34% | 4.33% | Q2 2020 | Q3 2023 | 14 |
Baker Ellis Asset Management LLC | 9 | 5 | 0.06% | 0.13% | 0.18% | Q3 2017 | Q3 2023 | 14 |
SigFig Wealth Management, LLC | 14 | 14 | 0.05% | 0.10% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Citizens National Bank Trust Department | 14 | 14 | 0.63% | 0.95% | 1.38% | Q2 2020 | Q3 2023 | 14 |
Riverpoint Wealth Management Holdings, LLC | 14 | 14 | 0.21% | 0.82% | 1.18% | Q2 2018 | Q3 2021 | 14 |
CABOT WEALTH MANAGEMENT INC | 14 | 14 | 0.05% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 14 |
NORTHWEST WEALTH MANAGEMENT, LLC | 14 | 14 | 0.07% | 0.17% | 0.24% | Q1 2020 | Q2 2023 | 14 |
MUFG Americas Holdings Corp | 13 | 13 | 0.02% | 0.12% | 0.18% | Q3 2019 | Q3 2022 | 13 |
Ancora Advisors LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2020 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 13 |
Cribstone Capital Management, LLC | 13 | 13 | 0.04% | 2.26% | 3.23% | Q2 2017 | Q2 2020 | 13 |
Creative Planning | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 13 | 13 | 0.04% | 0.37% | 0.80% | Q3 2020 | Q3 2023 | 13 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.03% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.05% | 0.08% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Bigelow Investment Advisors, LLC | 12 | 12 | 0.22% | 0.53% | 0.75% | Q4 2017 | Q3 2020 | 12 |
CAPTRUST FINANCIAL ADVISORS | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.08% | 0.19% | Q3 2017 | Q2 2023 | 12 |
OneDigital Investment Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2022 | 12 |
ForthRight Wealth Management, LLC | 12 | 12 | 0.13% | 0.23% | 0.38% | Q4 2020 | Q3 2023 | 12 |
CX Institutional | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 12 |
Wescott Financial Advisory Group, LLC | 12 | 12 | 0.28% | 0.37% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
Stratos Wealth Partners, LTD. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2020 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
NewEdge Advisors, LLC | 7 | 4 | 0.00% | 0.05% | 0.13% | Q3 2018 | Q3 2023 | 11 |
First Command Bank | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q4 2022 | 11 |
Cornerstone Wealth Management, LLC | 11 | 11 | 0.05% | 0.24% | 0.78% | Q2 2017 | Q4 2019 | 11 |
PINNACLE ASSOCIATES LTD | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
Pinnacle Wealth Management Advisory Group, LLC | 11 | 11 | 0.03% | 0.11% | 0.29% | Q4 2019 | Q2 2022 | 11 |
Aspire Private Capital, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
First Command Financial Services, Inc. | 8 | 1 | 0.00% | 0.65% | 3.59% | Q2 2018 | Q4 2022 | 11 |
HighTower Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 11 |
Well Done, LLC | 10 | 10 | 0.57% | 1.82% | 2.68% | Q1 2018 | Q2 2020 | 10 |
Summit Financial, LLC | 10 | 10 | 0.05% | 0.49% | 1.12% | Q2 2021 | Q3 2023 | 10 |
Wealthspire Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 10 |
BANK OF MONTREAL /CAN/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.18% | 0.66% | 0.91% | Q1 2020 | Q1 2022 | 9 |
FLOW TRADERS U.S. LLC | 4 | 2 | 0.01% | 0.06% | 0.15% | Q2 2020 | Q2 2023 | 9 |
Keystone Financial Group | 9 | 9 | 0.06% | 0.39% | 0.71% | Q2 2018 | Q2 2020 | 9 |
Dorsey & Whitney Trust CO LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q1 2023 | 9 |
PNC FINANCIAL SERVICES GROUP, INC. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
SYM FINANCIAL Corp | 9 | 9 | 0.14% | 0.19% | 0.23% | Q1 2018 | Q1 2020 | 9 |
MBE Wealth Management, LLC | 8 | 8 | 0.12% | 0.57% | 1.99% | Q4 2019 | Q3 2021 | 8 |
Horan Securities, Inc. | 7 | 1 | 0.08% | 0.10% | 0.14% | Q2 2021 | Q2 2023 | 8 |
Blueprint Investment Partners LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Management Group, LLC | 7 | 1 | 0.15% | 3.67% | 4.67% | Q4 2018 | Q2 2021 | 8 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
Berman Capital Advisors, LLC | 8 | 8 | 0.03% | 3.73% | 8.95% | Q1 2018 | Q4 2019 | 8 |
Quantitative Advantage, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q1 2023 | 8 |
Mariner, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
Horizon Family Wealth, Inc. | 8 | 8 | 1.99% | 2.74% | 3.01% | Q4 2021 | Q3 2023 | 8 |
ASSETMARK, INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EWG Elevate Inc. | 8 | 8 | 0.13% | 0.23% | 0.29% | Q4 2021 | Q3 2023 | 8 |
GREENLEAF TRUST | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Summit X, LLC | 8 | 8 | 0.04% | 0.41% | 0.80% | Q4 2018 | Q3 2020 | 8 |
Clarkston Capital Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Asset Planning Services, Ltd. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Lucia Wealth Services, LLC | 7 | 7 | 0.08% | 0.25% | 0.33% | Q3 2018 | Q1 2020 | 7 |
NEXT Financial Group, Inc | 7 | 7 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2020 | 7 |
Prestige Wealth Management Group LLC | 7 | 7 | 0.00% | 0.63% | 0.96% | Q4 2018 | Q2 2020 | 7 |
Clark Capital Management Group, Inc. | 7 | 7 | 0.08% | 0.11% | 0.13% | Q3 2017 | Q1 2019 | 7 |
Venturi Wealth Management, LLC | 7 | 7 | 0.04% | 0.32% | 0.65% | Q2 2017 | Q4 2018 | 7 |
ClearBridge Investments | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Stone House Investment Management, LLC | 7 | 7 | 1.26% | 3.29% | 4.62% | Q1 2018 | Q3 2019 | 7 |
Coulter & Justus Financial Services, LLC | 6 | 1 | 5.33% | 7.28% | 9.69% | Q4 2021 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q1 2021 | 7 |
Mosaic Family Wealth, LLC | 7 | 7 | 0.14% | 0.23% | 0.30% | Q3 2018 | Q1 2020 | 7 |
CLEAR INVESTMENT RESEARCH, LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q1 2020 | 7 |
Ascent Wealth Partners, LLC | 4 | 3 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 7 |
Kestra Advisory Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 7 |
TCTC Holdings, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
GFG Capital, LLC | 7 | 7 | 0.46% | 2.35% | 5.60% | Q4 2019 | Q2 2021 | 7 |
SIGNATUREFD, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2020 | 7 |
Clearshares LLC | 7 | 7 | 2.38% | 3.77% | 4.49% | Q4 2017 | Q2 2019 | 7 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Homrich & Berg | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Hennion & Walsh Asset Management, Inc. | 6 | 6 | 0.48% | 0.53% | 0.58% | Q3 2021 | Q4 2022 | 6 |
Virtu KCG Holdings LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q2 2017 | 6 |
RVW Wealth, LLC | 5 | 1 | 0.01% | 0.32% | 0.86% | Q1 2019 | Q3 2023 | 6 |
DEUTSCHE BANK AG\ | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
MCF Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
Strategic Wealth Partners, Ltd. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 6 |
Parallel Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
BROWN BROTHERS HARRIMAN & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Stokes Family Office, LLC | 6 | 6 | 3.27% | 3.47% | 3.85% | Q2 2022 | Q3 2023 | 6 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.01% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
MORRIS FINANCIAL CONCEPTS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Baird Financial Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Cambridge Investment Research Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 5 |
Ruggie Capital Group | 4 | 1 | 0.18% | 0.57% | 1.34% | Q2 2018 | Q3 2019 | 5 |
GeoWealth Management, LLC | 5 | 5 | 0.32% | 0.86% | 1.59% | Q3 2022 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 2 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q2 2020 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5 | 5 | 0.05% | 0.24% | 0.37% | Q1 2019 | Q1 2020 | 5 |
Retirement Group, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 5 |
BOYS ARNOLD & CO INC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q4 2019 | 5 |
RPTC Inc. | 5 | 5 | 0.72% | 2.51% | 3.68% | Q3 2017 | Q3 2018 | 5 |
Smart Money Group LLC | 5 | 5 | 0.35% | 1.04% | 3.35% | Q4 2017 | Q4 2018 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.00% | 0.07% | 0.18% | Q1 2018 | Q1 2019 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Concord Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Parkwood LLC | 5 | 5 | 3.50% | 3.76% | 3.92% | Q2 2016 | Q2 2017 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.13% | 0.14% | 0.16% | Q2 2018 | Q2 2019 | 5 |
55I, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 5 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 5 |
Sage Mountain Advisors LLC | 5 | 5 | 0.15% | 0.19% | 0.23% | Q3 2022 | Q3 2023 | 5 |
Brio Consultants, LLC | 5 | 5 | 0.90% | 0.94% | 0.97% | Q3 2022 | Q3 2023 | 5 |
Huber Financial Advisors, LLC | 5 | 5 | 0.11% | 0.56% | 0.93% | Q1 2019 | Q1 2020 | 5 |
M&T BANK CORP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Arden Trust Co | 4 | 4 | 2.24% | 3.38% | 4.04% | Q1 2023 | Q4 2023 | 4 |
Watson Rebecca | 4 | 4 | 0.15% | 0.18% | 0.22% | Q4 2019 | Q3 2020 | 4 |
Equitable Holdings, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 4 |
Thrive Wealth Management, LLC | 4 | 4 | 1.99% | 2.20% | 2.48% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.15% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q2 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.27% | 0.36% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Quent Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Tolleson Wealth Management, Inc. | 4 | 4 | 7.40% | 12.46% | 14.36% | Q4 2022 | Q3 2023 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.06% | 0.12% | 0.20% | Q3 2018 | Q2 2019 | 4 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Keebeck Wealth Management, LLC | 4 | 4 | 1.60% | 2.08% | 2.30% | Q3 2020 | Q2 2021 | 4 |
PARK AVENUE SECURITIES LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.04% | 0.09% | 0.18% | Q4 2022 | Q3 2023 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
COWA, LLC | 4 | 4 | 0.47% | 0.67% | 0.78% | Q3 2021 | Q2 2022 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Rockwood Wealth Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Tranquility Partners, LLC | 4 | 4 | 0.43% | 0.70% | 0.89% | Q2 2019 | Q1 2020 | 4 |
Estate Counselors, LLC | 4 | 4 | 0.47% | 0.67% | 0.80% | Q1 2019 | Q4 2019 | 4 |
Csenge Advisory Group | 4 | 4 | 0.08% | 0.11% | 0.14% | Q2 2018 | Q1 2019 | 4 |
Heritage Trust Co | 4 | 4 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q4 2018 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.14% | 0.17% | 0.23% | Q4 2022 | Q3 2023 | 4 |
CFO4Life, L.P. | 4 | 4 | 0.49% | 0.81% | 1.12% | Q1 2016 | Q4 2016 | 4 |
VSR Financial Services, Inc. | 3 | 3 | 0.04% | 0.23% | 0.48% | Q4 2015 | Q2 2016 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Unison Advisors LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q3 2020 | Q1 2021 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 3 | 3 | 6.90% | 7.93% | 9.01% | Q1 2019 | Q3 2019 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
WOODMONT INVESTMENT COUNSEL LLC | 3 | 3 | 0.08% | 0.11% | 0.14% | Q1 2018 | Q3 2018 | 3 |
Kathmere Capital Management, LLC | 2 | 1 | 0.02% | 0.09% | 0.23% | Q4 2019 | Q4 2020 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.09% | 0.20% | 0.40% | Q2 2020 | Q4 2020 | 3 |
Acropolis Investment Management, LLC | 3 | 3 | 0.29% | 0.30% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 3 |
Capital One Investing, Inc. | 2 | 1 | 0.17% | 0.26% | 0.38% | Q4 2018 | Q3 2019 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 3 |
Lehman Financial Resources, Inc. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2018 | Q3 2018 | 3 |
Parkside Financial Bank & Trust | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SPINNAKER TRUST | 2 | 2 | 2.72% | 2.88% | 3.03% | Q2 2018 | Q3 2018 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FIRST MERCHANTS CORP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q2 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
MSI Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 2 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Wealthquest Corp | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q2 2019 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Cerity Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ERn Financial, LLC | 2 | 2 | 0.17% | 0.19% | 0.20% | Q3 2021 | Q4 2021 | 2 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q2 2021 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
J.W. COLE ADVISORS, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Goelzer Investment Management, Inc. | 2 | 2 | 0.03% | 0.07% | 0.11% | Q1 2019 | Q2 2019 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Cordasco Financial Network | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Johnson Financial Group, LLC | 2 | 2 | 0.24% | 0.24% | 0.25% | Q2 2021 | Q3 2021 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2023 | Q3 2023 | 2 |
tru Independence LLC | 1 | 1 | 0.02% | 0.13% | 0.24% | Q2 2020 | Q4 2020 | 2 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Mendel Capital Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2023 | Q1 2023 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 3.36% | 3.36% | 3.36% | Q1 2023 | Q1 2023 | 1 |
Ergawealth Advisors, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRR OpCo, LLC | 1 | 1 | 4.15% | 4.15% | 4.15% | Q3 2022 | Q3 2022 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
1 NORTH WEALTH SERVICES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
IFG Advisory, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2017 | Q4 2017 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Virtu Financial LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
Reliant Wealth Planning | 1 | 1 | 7.88% | 7.88% | 7.88% | Q4 2019 | Q4 2019 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2017 | Q1 2017 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 3.72% | 3.72% | 3.72% | Q4 2018 | Q4 2018 | 1 |
BlackRock Fund Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CABANA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Kabarec Financial Advisors, Ltd. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q2 2018 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2018 | Q4 2018 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.