ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 38380.00%0.01%0.02%Q2 2014Q3 202338
MORGAN STANLEY 35350.00%0.04%0.09%Q1 2015Q3 202335
ROYAL BANK OF CANADA 35350.00%0.01%0.03%Q1 2015Q3 202335
UBS Group AG 3230.00%0.03%0.07%Q4 2014Q3 202335
LPL Financial LLC 34340.00%0.24%0.90%Q2 2015Q3 202334
AMERIPRISE FINANCIAL INC 34340.00%0.06%0.14%Q2 2015Q3 202334
Raymond James Financial Services Advisors, Inc. 31310.00%0.03%0.10%Q1 2016Q3 202331
Sigma Planning Corp 31310.01%0.07%0.26%Q1 2016Q3 202331
CITIGROUP INC 30300.00%0.00%0.00%Q2 2016Q3 202330
KEYBANK NATIONAL ASSOCIATION/OH 30300.05%0.15%0.18%Q2 2016Q3 202330
IFP Advisors, Inc 17130.00%0.05%0.20%Q1 2016Q3 202330
STEPHENS INC /AR/ 29290.04%0.05%0.08%Q3 2016Q3 202329
WELLS FARGO & COMPANY/MN 2410.00%0.15%0.47%Q1 2015Q3 202329
ENVESTNET ASSET MANAGEMENT INC 28280.00%0.86%2.84%Q4 2016Q3 202328
RAYMOND JAMES & ASSOCIATES 28280.00%0.04%0.09%Q4 2016Q3 202328
BlackRock Inc. 28280.00%0.07%0.10%Q4 2016Q3 202328
JONES FINANCIAL COMPANIES LLLP 27270.27%0.87%1.86%Q1 2017Q3 202327
Burt Wealth Advisors 27270.07%0.20%1.63%Q1 2017Q3 202327
PNC FINANCIAL SERVICES GROUP, INC. 27270.00%0.11%0.17%Q1 2017Q3 202327
AGILIS PARTNERS LLC 1980.19%3.90%17.83%Q3 2016Q3 202327
CWM, LLC 1980.00%3.09%6.39%Q4 2016Q3 202327
PARSONS CAPITAL MANAGEMENT INC/RI 26260.04%0.10%0.14%Q2 2017Q3 202326
Destination Wealth Management 26260.38%1.49%2.01%Q2 2017Q3 202326
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26260.00%0.78%1.56%Q2 2017Q3 202326
Cetera Advisor Networks LLC 25250.03%0.24%0.60%Q3 2017Q3 202325
CAHABA WEALTH MANAGEMENT, INC. 25250.07%0.23%0.45%Q3 2017Q3 202325
JANE STREET GROUP, LLC 610.00%0.04%0.25%Q2 2014Q3 202325
Rehmann Capital Advisory Group 1520.03%0.10%0.19%Q4 2016Q3 202325
Private Advisor Group, LLC 2120.00%0.07%0.31%Q2 2017Q3 202324
PHILLIPS FINANCIAL MANAGEMENT, LLC 24240.12%0.37%0.51%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.09%0.22%Q4 2017Q3 202324
Westside Investment Management, Inc. 1510.03%0.77%1.60%Q1 2017Q3 202324
WealthShield Partners, LLC 24240.04%1.08%2.85%Q4 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 24240.00%0.07%0.25%Q4 2017Q3 202324
ETF Portfolio Partners, Inc. 24240.16%2.47%7.20%Q4 2017Q3 202324
UNITED CAPITAL FINANCIAL ADVISORS, LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.22%0.47%0.78%Q1 2018Q3 202323
Parallel Advisors, LLC 23230.00%0.06%0.19%Q1 2018Q3 202323
BlueSky Wealth Advisors, LLC 23230.16%0.48%1.00%Q4 2016Q2 202223
Advisory Services Network, LLC 23230.00%0.09%0.18%Q1 2018Q3 202323
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.01%Q1 2015Q3 202323
Dynamic Advisor Solutions LLC 22220.03%0.06%0.08%Q2 2018Q3 202322
Integrated Wealth Concepts LLC 22220.10%0.50%1.68%Q2 2018Q3 202322
W.G. Shaheen & Associates DBA Whitney & Co 22220.03%1.23%3.43%Q2 2018Q3 202322
Keystone Financial Group 2020.06%0.17%0.32%Q1 2018Q3 202322
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
Fragasso Group Inc. 22220.03%0.75%1.78%Q3 2018Q4 202322
Geneos Wealth Management Inc. 2110.00%0.02%0.11%Q1 2017Q3 202322
PRUDENTIAL FINANCIAL INC 2010.00%0.02%0.09%Q2 2018Q3 202321
Citadel Advisors 410.00%0.00%0.01%Q1 2015Q3 202321
Stadion Money Management, LLC 2010.01%1.22%2.98%Q2 2018Q3 202321
FMR LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
JACOBSON & SCHMITT ADVISORS, LLC 1740.13%5.11%7.39%Q2 2018Q3 202321
THRIVENT FINANCIAL FOR LUTHERANS 17170.02%0.07%0.17%Q3 2019Q3 202321
MML INVESTORS SERVICES, LLC 1920.01%0.66%1.81%Q2 2017Q3 202321
Patriot Financial Group Insurance Agency, LLC 1130.00%0.13%0.36%Q3 2017Q3 202321
Cetera Advisors LLC 21210.01%0.21%0.94%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.81%2.03%Q3 2018Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.03%0.11%Q4 2014Q4 201921
ASSETMARK, INC 20200.00%0.16%0.22%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.02%0.07%Q4 2017Q3 202220
Summit Financial, LLC 20200.34%0.59%1.01%Q4 2018Q3 202320
FAS Wealth Partners, Inc. 20200.01%0.12%0.34%Q4 2018Q3 202320
Gradient Capital Advisors, LLC 20200.12%0.40%0.60%Q3 2018Q2 202320
Beaumont Financial Partners, LLC 20200.02%0.03%0.05%Q4 2017Q3 202220
SPINNAKER TRUST 20200.06%2.97%7.62%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1810.00%0.10%0.23%Q3 2018Q3 202319
Sunesis Advisors, LLC 1810.41%0.68%1.78%Q4 2018Q3 202319
NewEdge Advisors, LLC 1360.01%0.51%0.90%Q3 2016Q3 202319
Opes Wealth Management LLC 19192.20%2.90%3.72%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.16%0.27%0.52%Q1 2019Q3 202319
Financial Management Professionals, Inc. 19190.02%0.04%0.06%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
COMERICA BANK 1610.00%0.02%0.04%Q2 2018Q3 202319
Ancora Advisors LLC 1610.00%0.08%0.21%Q4 2017Q3 202318
Simplicity Solutions, LLC 910.01%0.06%0.18%Q2 2018Q3 202318
CX Institutional 18180.03%0.86%2.77%Q2 2018Q3 202218
Windsor Wealth Management, Inc. 18180.35%0.84%1.15%Q2 2019Q3 202318
HUNTINGTON NATIONAL BANK 18180.00%0.00%0.00%Q2 2019Q3 202318
AE Wealth Management LLC 1620.01%0.16%0.31%Q1 2019Q3 202318
Cranbrook Wealth Management, LLC 1620.00%0.00%0.01%Q3 2018Q3 202318
Verity Asset Management, Inc. 1350.40%0.78%1.42%Q1 2019Q3 202318
Baird Financial Group, Inc. 1710.00%0.03%0.05%Q4 2018Q3 202318
AdvisorNet Financial, Inc 1620.00%0.14%0.30%Q4 2017Q3 202318
Kingsview Wealth Management, LLC 910.01%0.08%0.19%Q3 2018Q3 202318
Atria Investments, Inc 1250.03%0.49%0.86%Q1 2019Q3 202317
STIFEL FINANCIAL CORP 1410.00%0.04%0.11%Q4 2016Q3 202317
Stone House Investment Management, LLC 1070.17%5.68%16.16%Q1 2018Q3 202317
Financial Advocates Investment Management 1340.01%0.16%0.68%Q4 2017Q3 202317
IFG Advisory, LLC 17170.04%0.13%0.24%Q3 2019Q3 202317
Kovack Advisors, Inc. 1110.04%0.07%0.10%Q4 2018Q3 202317
LEAVELL INVESTMENT MANAGEMENT, INC. 16160.02%0.07%0.10%Q4 2019Q3 202316
Clearshares LLC 1242.13%3.32%6.55%Q4 2017Q4 202116
Royal Fund Management, LLC 16160.02%0.50%0.78%Q4 2019Q3 202316
TBH Global Asset Management, LLC 16160.06%0.52%2.99%Q4 2019Q3 202316
Continuum Advisory, LLC 1420.10%0.16%0.30%Q4 2017Q3 202316
Waverly Advisors, LLC 16160.02%0.05%0.11%Q4 2018Q3 202216
JPMORGAN CHASE & CO 1410.00%0.00%0.06%Q2 2017Q3 202316
CAPTRUST FINANCIAL ADVISORS 16160.01%0.06%0.10%Q4 2019Q3 202316
Stratos Wealth Partners, LTD. 1310.00%0.01%0.02%Q4 2017Q4 202216
TRUIST FINANCIAL CORP 16160.01%0.02%0.05%Q4 2019Q3 202316
COMERICA SECURITIES,INC. 16160.02%1.40%2.89%Q4 2019Q3 202316
First Ascent Asset Management, LLC 16166.76%10.14%15.28%Q4 2019Q3 202316
Old North State Trust, LLC 16160.90%4.19%12.54%Q4 2019Q3 202316
Firestone Capital Management 16166.11%10.72%15.90%Q4 2019Q3 202316
Cordasco Financial Network 1510.15%0.79%1.39%Q4 2016Q2 202216
Prospera Financial Services Inc 1240.01%0.02%0.04%Q3 2019Q3 202316
FIFTH THIRD BANCORP 16160.00%0.00%0.00%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Leonard Rickey Investment Advisors P.L.L.C. 15150.16%0.37%0.63%Q1 2020Q3 202315
Bank of New York Mellon Corp 1410.00%0.02%0.05%Q4 2018Q3 202315
Cetera Investment Advisers 1410.01%0.54%1.73%Q1 2016Q3 202315
Pinnacle Bancorp, Inc. 15150.09%0.12%0.15%Q1 2020Q3 202315
Sowell Financial Services LLC 1050.01%0.10%0.52%Q3 2019Q3 202315
KFA Private Wealth Group, LLC 1410.95%1.46%2.01%Q4 2019Q3 202315
Savant Capital, LLC 15150.01%0.01%0.03%Q1 2020Q3 202315
NEXT Financial Group, Inc 1110.01%0.59%0.86%Q2 2017Q4 202115
OSAIC HOLDINGS, INC. 15150.07%0.61%1.08%Q1 2020Q3 202315
EATON VANCE MANAGEMENT 15150.01%0.02%0.02%Q1 2019Q3 202215
Tower Research Capital LLC (TRC) 410.00%0.00%0.01%Q2 2014Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
AVANTAX ADVISORY SERVICES, INC. 15150.01%0.12%0.30%Q1 2020Q3 202315
Linscomb & Williams, Inc. 15150.09%0.15%0.21%Q1 2020Q3 202315
CFO4Life Group, LLC 15150.44%0.72%1.07%Q1 2020Q3 202315
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.08%0.47%1.50%Q2 2020Q3 202314
HighTower Advisors, LLC 1110.00%0.02%0.04%Q4 2016Q3 202314
Karp Capital Management Corp 14141.29%3.31%5.43%Q4 2018Q1 202214
RED CEDAR INVESTMENT MANAGEMENT, LLC 14140.09%0.12%0.21%Q1 2020Q2 202314
AMG National Trust Bank 14140.02%0.03%0.04%Q2 2020Q3 202314
Avior Wealth Management, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
REGIONS FINANCIAL CORP 14140.15%0.20%0.32%Q2 2020Q3 202314
Advisory Resource Group 771.13%1.83%2.50%Q4 2019Q2 202314
Global Retirement Partners, LLC 770.00%0.09%0.18%Q1 2020Q3 202314
Visionary Wealth Advisors 13130.06%0.91%1.54%Q3 2020Q3 202313
SCHMIDT P J INVESTMENT MANAGEMENT INC 13130.08%0.22%0.60%Q3 2020Q3 202313
FinTrust Capital Advisors, LLC 1120.00%0.28%0.40%Q4 2018Q3 202313
VICUS CAPITAL 530.03%0.56%2.01%Q3 2017Q1 202113
Wealthspire Advisors, LLC 1210.02%0.40%0.94%Q1 2020Q3 202313
Orion Portfolio Solutions, LLC 1120.00%0.24%0.58%Q1 2020Q3 202313
US BANCORP \DE\ 1210.00%0.01%0.10%Q3 2017Q3 202313
Arkadios Wealth Advisors 760.00%0.03%0.06%Q1 2020Q3 202313
Asset Dedication, LLC 910.00%0.01%0.04%Q1 2017Q3 202313
LINCOLN NATIONAL CORP 760.01%0.03%0.09%Q4 2018Q3 202313
Founders Financial Alliance, LLC 13130.05%0.10%0.12%Q3 2020Q3 202313
Wealthquest Corp 850.04%0.37%0.90%Q4 2018Q1 202213
REILLY FINANCIAL ADVISORS, LLC 13130.00%0.00%0.00%Q4 2018Q4 202113
WealthPLAN Partners, LLC 850.06%0.13%0.22%Q2 2020Q4 202313
Avidian Wealth Solutions, LLC 13130.10%0.98%2.22%Q3 2020Q3 202313
Stratos Wealth Advisors, LLC 1210.00%0.46%0.91%Q1 2020Q3 202313
J.W. COLE ADVISORS, INC. 710.02%0.11%0.17%Q4 2019Q2 202313
SIMON QUICK ADVISORS, LLC 630.01%0.04%0.32%Q1 2017Q1 202213
OLD MISSION CAPITAL LLC 1010.01%0.19%0.44%Q2 2018Q2 202313
Tarbox Family Office, Inc. 13130.07%0.13%0.22%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.28%0.51%Q3 2020Q3 202313
SigFig Wealth Management, LLC 13130.02%5.71%7.97%Q3 2020Q3 202313
Capital Asset Advisory Services LLC 840.00%0.01%0.02%Q1 2020Q3 202312
VALLEY NATIONAL ADVISERS INC 12120.29%1.00%2.00%Q4 2020Q3 202312
Qube Research & Technologies Ltd 810.00%0.20%0.58%Q4 2019Q3 202312
Pensionmark Financial Group, LLC 12120.13%0.85%1.31%Q4 2020Q3 202312
Windward Private Wealth Management Inc. 12120.13%0.33%0.79%Q4 2020Q3 202312
Perigon Wealth Management, LLC 1110.32%0.62%0.85%Q3 2011Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Hayden Royal, LLC 12120.20%0.60%1.89%Q1 2019Q4 202112
BENJAMIN F. EDWARDS & COMPANY, INC. 1110.00%0.01%0.03%Q3 2017Q3 202312
Sound Income Strategies, LLC 12120.01%0.05%0.13%Q4 2020Q3 202312
Montecito Bank & Trust 12120.19%0.42%0.74%Q1 2021Q4 202312
Capital Planning LLC 12121.47%2.49%4.52%Q4 2020Q3 202312
Private Portfolio Partners LLC 12120.06%0.66%1.47%Q1 2020Q4 202212
Bellwether Advisors, LLC 12120.12%0.52%1.10%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
Paradigm Financial Partners, LLC 1020.14%0.65%1.55%Q1 2020Q3 202312
PRIVATE CAPITAL MANAGEMENT LLC 12120.10%0.22%0.65%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.16%0.33%0.52%Q4 2020Q3 202312
Sargent Bickham Lagudis LLC 12120.00%0.00%0.01%Q1 2019Q4 202112
Veracity Capital LLC 1110.16%0.65%1.07%Q3 2020Q3 202312
9258 Wealth Management, LLC 1110.10%1.14%2.53%Q4 2019Q3 202312
Aveo Capital Partners, LLC 1110.05%0.08%0.11%Q3 2020Q3 202312
TCG Advisory Services, LLC 12120.48%0.78%1.14%Q4 2020Q3 202312
Mutual Advisors, LLC 1020.02%0.48%0.72%Q4 2019Q3 202312
Aspire Private Capital, LLC 1020.00%0.45%0.73%Q4 2019Q3 202312
Snowden Capital Advisors LLC 820.00%0.17%0.24%Q3 2019Q3 202312
Capital Analysts, LLC 610.00%0.07%0.20%Q3 2019Q3 202312
Truadvice, LLC 12120.25%0.80%1.45%Q4 2020Q3 202312
BOK Financial Private Wealth, Inc. 12120.03%0.07%0.14%Q4 2020Q3 202312
Smith, Salley & Associates 11110.17%0.74%0.92%Q1 2021Q3 202311
180 WEALTH ADVISORS, LLC 11110.05%0.07%0.09%Q1 2021Q3 202311
Baystate Wealth Management LLC 11110.05%0.09%0.14%Q1 2021Q3 202311
PFG Advisors 11110.03%0.30%0.95%Q1 2021Q3 202311
Summit X, LLC 11110.07%0.97%1.43%Q1 2021Q3 202311
Spire Wealth Management 11110.20%0.40%0.57%Q1 2021Q3 202311
CALTON & ASSOCIATES, INC. 11110.12%2.71%5.55%Q1 2020Q3 202211
Concorde Asset Management, LLC 11111.61%2.26%3.16%Q1 2021Q3 202311
Spectrum Management Group, LLC 11110.04%1.13%2.58%Q1 2020Q3 202211
Tradition Wealth Management, LLC 11110.64%0.91%1.20%Q1 2021Q3 202311
GeoWealth Management, LLC 610.01%0.57%2.23%Q2 2019Q3 202311
B. Riley Wealth Advisors, Inc. 11110.41%0.60%0.83%Q1 2021Q3 202311
Pettinga Financial Advisors LLC 11110.62%1.81%2.63%Q1 2021Q3 202311
Janney Montgomery Scott LLC 11110.74%0.95%1.24%Q1 2021Q3 202311
Insight Wealth Partners, LLC 11110.05%2.44%5.16%Q1 2021Q3 202311
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 650.08%0.95%2.25%Q4 2018Q3 202111
Jaffetilchin Investment Partners, LLC 11110.02%0.06%0.11%Q4 2019Q2 202211
Clear Creek Financial Management, LLC 620.08%2.30%7.60%Q4 2019Q3 202311
Cypress Wealth Services, LLC 11110.99%2.22%3.14%Q1 2021Q3 202311
WEDBUSH SECURITIES INC 11110.01%0.04%0.07%Q1 2021Q3 202311
DAVENPORT & Co LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
SteelPeak Wealth, LLC 11111.65%2.34%3.59%Q1 2021Q3 202311
Invst, LLC 11110.79%1.66%3.10%Q1 2021Q3 202311
Mount Yale Investment Advisors, LLC 11110.26%0.44%0.60%Q1 2021Q3 202311
TUCKER ASSET MANAGEMENT LLC 11110.00%0.01%0.04%Q1 2021Q3 202311
Spectrum Asset Management, Inc. (NB/CA) 11110.12%2.59%6.87%Q1 2021Q3 202311
TRUE Private Wealth Advisors 11110.24%0.67%1.20%Q1 2021Q3 202311
ONE Advisory Partners, LLC 11117.03%9.88%12.73%Q1 2021Q3 202311
Strategic Blueprint, LLC 11110.08%0.54%1.07%Q1 2021Q3 202311
Cooper Financial Group 11110.26%1.13%1.83%Q1 2021Q3 202311
Gemmer Asset Management LLC 11110.01%0.01%0.02%Q3 2019Q1 202211
Laidlaw Wealth Management LLC 11110.04%0.08%0.16%Q4 2020Q2 202311
CIBC WORLD MARKET INC. 710.00%0.00%0.01%Q3 2019Q3 202311
Successful Portfolios LLC 11110.31%1.37%2.73%Q1 2021Q3 202311
PAX Financial Group, LLC 11114.89%5.77%7.20%Q1 2021Q3 202311
Venturi Wealth Management, LLC 11110.26%0.35%0.43%Q1 2021Q3 202311
TrueWealth Advisors, LLC 11110.36%0.48%0.56%Q1 2021Q3 202311
Day & Ennis, LLC 11111.90%3.70%4.90%Q1 2021Q3 202311
Allworth Financial LP 1010.00%0.57%1.31%Q1 2020Q3 202311
SVA Wealth Management, LLC 11110.04%0.17%0.26%Q2 2018Q4 202011
Baker Avenue Asset Management, LP 1010.02%1.58%4.56%Q4 2016Q3 202311
Robertson Stephens Wealth Management, LLC 11110.15%0.34%0.53%Q1 2021Q3 202311
Rockefeller Capital Management L.P. 11110.01%0.02%0.03%Q1 2021Q3 202311
Foundations Investment Advisors, LLC 11110.38%1.35%3.11%Q1 2021Q3 202311
Sharkey, Howes & Javer 11115.33%7.61%9.82%Q1 2021Q3 202311
PARK AVENUE SECURITIES LLC 11114.52%5.69%7.58%Q1 2021Q3 202311
Creative Planning 11110.00%0.00%0.00%Q1 2021Q3 202311
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 11110.06%0.08%0.10%Q1 2021Q3 202311
Brookstone Capital Management 11110.22%0.35%0.53%Q1 2021Q3 202311
HOWE & RUSLING INC 11110.05%0.06%0.07%Q1 2021Q3 202311
Bartlett & Co. LLC 830.00%0.00%0.00%Q1 2021Q4 202311
TRANSCEND CAPITAL ADVISORS, LLC 11110.12%0.30%0.47%Q1 2021Q3 202311
Wealth Alliance 11110.34%1.44%2.24%Q1 2021Q3 202311
Stokes Family Office, LLC 11110.76%1.87%3.11%Q1 2021Q3 202311
Csenge Advisory Group 11110.13%0.30%0.52%Q1 2021Q3 202311
CreativeOne Wealth, LLC 11110.20%3.65%5.73%Q1 2021Q3 202311
Bay Harbor Wealth Management, LLC 11112.76%5.88%8.81%Q1 2021Q3 202311
Divergent Wealth Advisors 11111.49%5.17%8.58%Q4 2017Q2 202011
Hanlon Investment Management, Inc. 11110.24%0.62%1.13%Q1 2021Q3 202311
High Falls Advisors, Inc 11114.81%10.09%13.81%Q1 2021Q3 202311
Trek Financial, LLC 11110.47%1.20%2.45%Q1 2021Q3 202311
LifePlan Financial Group, Inc 11110.07%0.09%0.11%Q1 2018Q3 202011
TRUEWEALTH LLC 11110.00%0.00%0.00%Q4 2017Q2 202011
NWAM LLC 11110.20%0.65%1.09%Q1 2021Q3 202311
Prosperity Planning, Inc. 11110.18%0.22%0.26%Q1 2021Q3 202311
RFG Advisory, LLC 11110.60%0.85%1.21%Q1 2021Q3 202311
R. W. Roge & Company, Inc. 1013.54%8.53%14.56%Q4 2019Q3 202311
LIBERTY WEALTH MANAGEMENT LLC 830.35%3.05%5.18%Q4 2020Q3 202311
NORTHSTAR INVESTMENT ADVISORS LLC 920.18%1.03%1.51%Q2 2016Q1 201911
Destiny Wealth Partners, LLC 920.00%0.02%0.07%Q4 2020Q3 202311
Newbridge Financial Services Group, Inc. 11110.00%0.09%0.13%Q1 2021Q3 202311
STRATEGY ASSET MANAGERS LLC 810.06%0.14%0.29%Q4 2019Q4 202211
Lineweaver Wealth Advisors, LLC 11110.10%3.31%5.37%Q1 2021Q3 202311
BAKER TILLY WEALTH MANAGEMENT, LLC 10100.06%0.08%0.10%Q2 2021Q3 202310
CLIENT 1ST ADVISORY GROUP, LLC 10102.30%3.96%4.72%Q2 2021Q3 202310
Epstein & White Financial LLC 10100.27%0.67%0.88%Q1 2019Q2 202110
MA Private Wealth 10100.18%0.92%2.09%Q2 2021Q3 202310
MCMORGAN & CO LLC 10107.03%11.83%16.91%Q2 2021Q3 202310
Personal Wealth Partners 10100.18%0.20%0.26%Q4 2019Q1 202210
Ausdal Financial Partners, Inc. 10100.03%0.04%0.06%Q2 2021Q3 202310
Hefty Wealth Partners 10101.77%2.39%3.51%Q4 2015Q1 201810
FIRETHORN WEALTH PARTNERS, LLC 821.30%2.57%3.42%Q1 2021Q3 202310
Beacon Financial Advisory LLC 10100.14%0.29%0.42%Q2 2021Q3 202310
Pinnacle Family Advisors, LLC 10100.12%0.30%0.42%Q2 2021Q3 202310
One Wealth Advisors, LLC 10100.69%2.05%2.84%Q2 2021Q3 202310
JNBA Financial Advisors 10100.01%0.01%0.02%Q1 2020Q2 202210
Morningstar Investment Services LLC 10100.02%0.18%0.31%Q2 2021Q3 202310
LexAurum Advisors, LLC 10100.11%0.24%0.36%Q2 2021Q3 202310
Bogart Wealth, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Austin Private Wealth, LLC 10100.59%1.72%2.55%Q2 2021Q3 202310
First Horizon Advisors, Inc. 640.07%0.15%0.22%Q1 2021Q3 202310
Range Financial Group LLC 10100.22%0.39%0.52%Q2 2021Q3 202310
MERCER GLOBAL ADVISORS INC /ADV 10100.02%0.06%0.13%Q2 2021Q3 202310
Key FInancial Inc 10100.01%0.01%0.01%Q2 2021Q3 202310
Wilshire Advisors LLC 910.81%6.68%8.74%Q2 2019Q2 202210
Koshinski Asset Management, Inc. 710.01%0.04%0.05%Q4 2019Q3 202310
First Heartland Consultants, Inc. 640.04%0.20%0.34%Q1 2021Q3 202310
Vestmark Advisory Solutions, Inc. 10100.04%0.14%0.27%Q1 2021Q2 202310
West Branch Capital LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Mariner, LLC 10100.01%0.18%0.44%Q2 2021Q3 202310
Cornerstone Wealth Management, LLC 420.03%0.05%0.12%Q3 2016Q3 202310
RETIREMENT CAPITAL STRATEGIES 730.40%1.54%6.63%Q2 2018Q2 202210
Clearview Wealth Advisors LLC 10101.33%2.42%3.60%Q2 2021Q3 202310
Perennial Investment Advisors, LLC 730.17%0.21%0.28%Q1 2021Q3 202310
F3Logic, LLC 10100.08%0.68%1.34%Q3 2020Q4 202210
SWMG, LLC 642.44%3.36%4.33%Q4 2020Q2 202310
SIGNATUREFD, LLC 730.00%0.00%0.00%Q4 2020Q3 202310
EQ LLC 10100.32%0.48%0.67%Q1 2021Q2 202310
Fortis Advisors, LLC 10100.02%0.05%0.08%Q2 2021Q3 202310
Regent Peak Wealth Advisors LLC 10100.12%1.16%9.10%Q4 2019Q1 202210
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 710.05%0.14%0.30%Q4 2020Q3 202310
Wealthstar Advisors, LLC 10100.96%1.59%2.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.12%0.20%Q1 2021Q3 202310
Regal Investment Advisors LLC 10100.38%0.71%1.09%Q2 2021Q3 202310
Activest Wealth Management 910.01%0.02%0.03%Q1 2021Q3 202310
Investors Research Corp 10100.00%0.00%0.00%Q2 2021Q3 202310
Ten Capital Wealth Advisors, LLC 10100.00%0.00%0.01%Q4 2020Q1 202310
3D/L Capital Management, LLC 10100.09%0.16%0.21%Q1 2021Q2 202310
tru Independence LLC 810.04%0.14%0.20%Q4 2019Q4 202210
Bernardo Wealth Planning LLC 10100.15%3.56%4.77%Q1 2021Q2 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.02%Q2 2018Q3 202010
Spectrum Planning & Advisory Services Inc. 10101.49%2.71%3.63%Q2 2021Q3 202310
Horst & Graben Wealth Management LLC 10101.50%4.85%6.88%Q2 2021Q3 202310
Western Wealth Management, LLC 810.04%0.08%0.11%Q2 2021Q3 20239
Belpointe Asset Management LLC 990.02%0.09%0.13%Q1 2021Q1 20239
CFS Investment Advisory Services, LLC 990.90%2.29%3.53%Q3 2021Q3 20239
Huber Financial Advisors, LLC 990.11%0.17%0.27%Q1 2018Q1 20209
THOROUGHBRED FINANCIAL SERVICES, LLC 990.04%0.24%0.47%Q2 2020Q2 20229
U.S. Capital Wealth Advisors, LLC 990.05%0.08%0.11%Q3 2021Q3 20239
FIDUCIARY TRUST CO 630.01%0.01%0.01%Q2 2021Q3 20239
Intrua Financial, LLC 990.04%0.23%0.38%Q1 2021Q1 20239
Riverview Trust Co 990.02%0.02%0.03%Q3 2021Q3 20239
Dentgroup LLC 990.27%0.60%0.95%Q4 2021Q4 20239
Summit Equities Inc 990.10%0.42%0.61%Q3 2016Q3 20189
BB&T SECURITIES, LLC 990.00%0.01%0.04%Q3 2017Q3 20199
REGENTATLANTIC CAPITAL LLC 990.01%0.02%0.04%Q2 2020Q2 20229
Icon Wealth Partners, LLC 631.54%2.65%4.20%Q1 2021Q3 20239
Columbus Macro, LLC 990.07%0.46%0.66%Q3 2021Q3 20239
Wealthcare Advisory Partners LLC 990.01%0.04%0.07%Q4 2020Q4 20229
CORRADO ADVISORS, LLC 990.43%4.73%8.71%Q1 2020Q1 20229
Snider Financial Group 720.17%0.25%0.35%Q2 2021Q3 20239
NATIXIS ADVISORS, L.P. 810.00%0.00%0.01%Q2 2021Q3 20239
Klaas Financial Asset Advisors, LLC 990.28%0.33%0.36%Q3 2021Q3 20239
OXFORD FINANCIAL GROUP, LTD. LLC 990.00%0.00%0.00%Q3 2021Q3 20239
FDx Advisors, Inc. 990.01%0.02%0.04%Q3 2021Q3 20239
Integrated Advisors Network LLC 990.01%0.08%0.28%Q3 2020Q3 20229
Lantz Financial LLC 990.09%0.81%1.26%Q1 2021Q1 20239
Teamwork Financial Advisors, LLC 990.09%0.17%0.34%Q3 2021Q3 20239
Golden State Wealth Management, LLC 630.01%0.11%0.19%Q1 2019Q1 20229
TNF LLC 995.55%7.61%9.47%Q3 2021Q3 20239
CAHILL FINANCIAL ADVISORS INC 990.05%0.15%0.24%Q3 2021Q3 20239
Evensky & Katz LLC 540.00%0.08%0.59%Q1 2018Q2 20209
Dana Investment Advisors, Inc. 990.01%0.01%0.02%Q3 2021Q3 20239
Balentine LLC 540.00%0.00%0.00%Q3 2019Q4 20219
Williams Financial, LLC 516.56%12.82%19.90%Q1 2021Q3 20239
DEUTSCHE BANK AG\ 990.00%0.00%0.00%Q1 2019Q1 20219
Hutchens & Kramer Investment Management Group, LLC 880.20%0.28%0.37%Q4 2021Q3 20238
City State Bank 880.32%0.48%0.62%Q4 2021Q3 20238
Financial Connections Group, Inc. 880.76%1.11%1.98%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Larson Financial Group LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Avestar Capital, LLC 440.01%0.19%0.33%Q1 2018Q3 20238
V Wealth Advisors LLC 610.00%0.07%0.10%Q2 2017Q2 20238
GYL FINANCIAL SYNERGIES, LLC 880.19%1.13%3.55%Q4 2021Q3 20238
MASSMUTUAL TRUST CO FSB/ADV 410.00%0.00%0.00%Q4 2020Q4 20238
FLC Capital Advisors 880.10%2.74%4.20%Q1 2021Q4 20228
Gladstone Institutional Advisory LLC 710.03%0.09%0.37%Q1 2020Q3 20238
Thrive Capital Management, LLC 880.15%0.37%0.66%Q4 2021Q3 20238
Capital Investment Advisory Services, LLC 530.00%0.00%0.00%Q3 2021Q3 20238
Aspire Wealth Management Corp 880.18%0.27%0.36%Q4 2021Q3 20238
Betterment LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Buttonwood Financial Group, LLC 880.61%2.00%4.86%Q1 2022Q4 20238
Sandy Spring Bank 710.00%0.00%0.00%Q2 2020Q3 20238
Investment Advisory Group, LLC 880.36%0.52%0.66%Q4 2021Q3 20238
PROVENCE WEALTH MANAGEMENT GROUP 883.03%3.95%5.38%Q4 2021Q3 20238
Carmichael Hill & Associates, Inc. 880.02%0.02%0.03%Q2 2021Q1 20238
Selective Wealth Management, Inc. 620.11%0.18%0.31%Q3 2021Q3 20238
Integrity Financial Corp /WA 880.00%0.02%0.06%Q4 2021Q3 20238
BANK OF MONTREAL /CAN/ 610.00%0.00%0.00%Q2 2020Q3 20238
Equitable Holdings, Inc. 440.01%0.09%0.20%Q1 2021Q3 20238
West Wealth Group, LLC 882.83%3.47%5.02%Q4 2021Q3 20238
Financial Council Asset Management Inc 880.24%1.52%9.12%Q3 2021Q2 20238
HARVEST CAPITAL MANAGEMENT INC 880.22%0.25%0.26%Q1 2015Q4 20168
PATTON ALBERTSON MILLER GROUP, LLC 880.20%1.33%4.42%Q4 2021Q3 20238
SUN LIFE FINANCIAL INC 880.00%0.24%0.80%Q3 2020Q2 20228
EverSource Wealth Advisors, LLC 880.09%0.16%0.27%Q4 2021Q3 20238
Midwest Heritage Bank, FSB 880.20%0.50%0.76%Q4 2021Q3 20238
W ADVISORS, LLC 880.54%1.09%1.77%Q4 2021Q3 20238
Marshall Financial Group LLC 880.39%4.09%8.34%Q4 2020Q3 20228
HILL ISLAND FINANCIAL LLC 880.20%0.33%0.52%Q4 2021Q3 20238
Keystone Financial Services 885.69%9.43%11.47%Q4 2021Q3 20238
SUTTON PLACE INVESTORS LLC 881.27%1.75%2.26%Q4 2021Q3 20238
Journey Advisory Group, LLC 880.26%0.39%0.53%Q4 2020Q3 20228
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.67%0.90%1.24%Q4 2021Q3 20238
Tri-Star Advisors Inc. 880.41%7.17%13.87%Q1 2021Q4 20228
ALTERNA WEALTH MANAGEMENT, INC 882.26%3.40%5.04%Q4 2021Q3 20238
Mayflower Financial Advisors, LLC 880.04%0.38%0.67%Q4 2021Q3 20238
Aptus Capital Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Apeiron RIA LLC 880.07%1.70%2.62%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.32%0.50%1.02%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.12%0.18%0.26%Q4 2021Q3 20238
Security Financial Services, INC. 882.48%3.32%3.83%Q4 2021Q3 20238
ABSOLUTE CAPITAL MANAGEMENT, LLC 880.28%1.14%1.81%Q4 2021Q3 20238
Trilogy Capital Inc. 710.02%0.02%0.04%Q1 2021Q3 20238
Ascent Group, LLC 880.08%0.13%0.17%Q4 2021Q3 20238
TCWP LLC 880.28%2.11%3.59%Q4 2021Q3 20238
Moors & Cabot, Inc. 880.01%0.06%0.12%Q4 2021Q3 20238
BlackRock Fund Advisors 880.08%0.10%0.14%Q1 2015Q4 20168
Sovereign Financial Group, Inc. 880.30%0.60%1.00%Q4 2021Q3 20238
Intelligence Driven Advisers, LLC 880.06%4.46%6.81%Q2 2021Q1 20238
OmniStar Financial Group, Inc. 880.40%0.73%0.89%Q1 2021Q4 20228
Northwest Capital Management Inc 881.77%2.22%2.92%Q4 2021Q3 20238
Virtu KCG Holdings LLC 420.02%0.06%0.25%Q1 2015Q2 20178
JB Capital LLC 887.21%8.64%9.48%Q4 2021Q3 20238
Keystone Wealth Services, LLC 881.99%2.96%3.71%Q4 2021Q3 20238
PERSONAL CFO SOLUTIONS, LLC 880.07%0.09%0.11%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 882.54%3.50%4.05%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 610.01%0.01%0.02%Q4 2021Q3 20237
Redwood Financial Network Corp 770.23%0.31%0.37%Q1 2022Q3 20237
Washington Trust Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Eudaimonia Partners, LLC 520.13%0.24%0.29%Q3 2020Q2 20227
Merit Financial Group, LLC 770.40%0.52%0.65%Q1 2022Q3 20237
My Legacy Advisors, LLC 770.10%1.22%3.02%Q1 2022Q3 20237
Keebeck Wealth Management, LLC 770.14%0.30%0.40%Q1 2022Q3 20237
Ameritas Investment Company, LLC 310.00%0.01%0.03%Q4 2018Q3 20217
Weaver Consulting Group 770.02%0.03%0.04%Q1 2019Q3 20207
VERUS CAPITAL PARTNERS, LLC 770.16%0.20%0.25%Q1 2022Q3 20237
SEI INVESTMENTS CO 610.00%0.00%0.00%Q3 2016Q2 20187
CENTAURUS FINANCIAL, INC. 610.07%0.12%0.16%Q2 2021Q1 20237
DAVIS R M INC 770.01%0.01%0.02%Q2 2020Q4 20217
American Trust 770.09%0.26%0.35%Q1 2022Q3 20237
StoneX Group Inc. 430.11%0.16%0.19%Q1 2021Q3 20237
IRON Financial LLC 520.09%0.53%0.89%Q3 2021Q3 20237
Rockbridge Investment Management, LCC 770.02%0.03%0.06%Q2 2020Q4 20217
Latitude Advisors, LLC 430.15%0.32%0.47%Q2 2021Q3 20237
Madison Wealth Partners, Inc 610.18%1.28%3.51%Q4 2020Q3 20227
Blueprint Investment Partners LLC 430.10%0.64%1.36%Q1 2020Q2 20227
Certified Advisory Corp 770.01%0.01%0.02%Q4 2017Q2 20197
HBK Sorce Advisory LLC 770.02%0.03%0.05%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 770.02%0.08%0.14%Q1 2022Q3 20237
IHT Wealth Management, LLC 520.02%0.06%0.11%Q1 2021Q3 20237
ShoreHaven Wealth Partners, LLC 770.36%0.77%1.47%Q1 2022Q3 20237
Vantage Financial Partners, LLC 430.14%0.18%0.23%Q4 2021Q3 20237
Fieldpoint Private Securities, LLC 770.05%0.12%0.17%Q4 2020Q2 20227
BMS Financial Advisors, LLC 773.22%5.49%6.58%Q4 2021Q2 20237
First PREMIER Bank 770.01%0.01%0.01%Q2 2020Q4 20217
Squar Milner Financial Services LLC 520.01%0.01%0.01%Q2 2018Q1 20207
FC Advisory LLC 770.48%0.84%1.06%Q2 2022Q4 20237
Atria Wealth Solutions, Inc. 770.83%0.95%1.14%Q1 2022Q3 20237
WEALTHSOURCE PARTNERS, LLC 430.05%0.27%0.42%Q2 2019Q4 20217
RAYMOND JAMES TRUST N.A. 510.01%0.02%0.04%Q4 2018Q2 20237
RDA Financial Network 770.11%0.14%0.18%Q1 2022Q3 20237
MORRIS FINANCIAL CONCEPTS, INC. 770.33%0.45%0.54%Q1 2022Q3 20237
Resurgent Financial Advisors LLC 770.23%0.48%0.71%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.02%0.06%0.09%Q4 2020Q2 20227
Opes Advisors Inc 430.17%0.23%0.30%Q4 2016Q3 20187
Concord Wealth Partners 430.01%0.02%0.04%Q4 2021Q3 20237
AGF INVESTMENTS INC. 770.01%0.01%0.02%Q4 2016Q2 20187
Forum Private Client Group LLC 665.47%5.66%5.91%Q1 2022Q2 20236
TFO Wealth Partners, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
SeaCrest Wealth Management, LLC 510.01%0.01%0.01%Q1 2018Q2 20226
Moloney Securities Asset Management, LLC 660.29%0.42%0.52%Q3 2019Q4 20206
WESTERN FINANCIAL Corp 660.24%0.38%0.54%Q2 2021Q3 20226
Quad-Cities Investment Group, LLC 660.40%0.58%0.73%Q2 2022Q3 20236
Elevated Capital Advisors, LLC 410.25%0.36%0.60%Q1 2019Q1 20216
White Lighthouse Investment Management Inc. 660.96%1.40%1.58%Q2 2022Q3 20236
Harbor Group, Inc. 660.42%0.58%0.95%Q2 2022Q3 20236
Arete Wealth Advisors, LLC 510.03%0.25%0.48%Q1 2022Q3 20236
D.A. DAVIDSON & CO. 660.17%0.18%0.21%Q2 2022Q3 20236
MBE Wealth Management, LLC 660.55%0.85%0.96%Q4 2019Q1 20216
OneDigital Investment Advisors LLC 510.02%1.80%3.27%Q1 2019Q3 20236
Crewe Advisors LLC 660.00%0.00%0.01%Q1 2022Q2 20236
Winslow, Evans & Crocker, Inc. 510.00%0.00%0.01%Q2 2017Q4 20206
WBH ADVISORY INC 330.09%0.25%0.29%Q1 2022Q3 20236
ERn Financial, LLC 660.08%0.12%0.14%Q2 2020Q3 20216
Virtu Financial LLC 410.02%0.08%0.16%Q1 2015Q2 20186
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.01%0.01%0.01%Q1 2020Q2 20216
MONEY CONCEPTS CAPITAL CORP 420.00%0.01%0.01%Q4 2020Q4 20226
Onyx Bridge Wealth Group LLC 660.18%3.70%10.13%Q4 2020Q1 20226
Tempus Wealth Planning, LLC 660.33%0.65%0.84%Q2 2022Q3 20236
TWIN CAPITAL MANAGEMENT INC 660.46%0.49%0.57%Q2 2019Q3 20206
Strategic Investment Advisors / MI 660.10%0.33%0.50%Q4 2019Q1 20216
HERITAGE WEALTH MANAGEMENT, LLC 420.02%0.05%0.06%Q2 2021Q4 20226
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 510.00%0.01%0.02%Q1 2021Q3 20236
MARINER INDEPENDENT ADVISOR NETWORK, LLC 660.06%0.17%0.24%Q2 2021Q3 20226
Private Capital Group, LLC 660.37%0.55%0.73%Q1 2021Q2 20226
PRIVATE TRUST CO NA 660.14%0.18%0.20%Q2 2022Q3 20236
MGO ONE SEVEN LLC 330.03%0.23%1.20%Q3 2021Q3 20236
Kowal Investment Group, LLC 660.13%0.21%0.26%Q1 2022Q2 20236
Sunbelt Securities, Inc. 660.05%0.08%0.11%Q2 2022Q3 20236
Trinity Wealth Management, LLC 660.59%0.71%0.83%Q3 2021Q4 20226
Fisher Asset Management, LLC 420.00%0.00%0.00%Q1 2022Q3 20236
Corsicana & Co. 660.13%2.84%6.51%Q2 2021Q3 20226
GIRARD PARTNERS LTD. 660.70%1.67%2.69%Q2 2022Q3 20236
WFG Advisors, LP 660.01%0.01%0.02%Q1 2016Q2 20176
Galvin, Gaustad & Stein, LLC 660.09%0.41%0.71%Q2 2022Q3 20236
M Holdings Securities, Inc. 510.02%0.03%0.03%Q1 2021Q1 20236
Blue Trust, Inc. 660.69%0.76%0.82%Q2 2022Q3 20236
HARVEST GROUP WEALTH MANAGEMENT, LLC 550.00%0.02%0.05%Q2 2019Q2 20205
Wayfinding Financial, LLC 550.22%0.26%0.29%Q4 2021Q4 20225
Twelve Points Wealth Management LLC 552.81%3.53%3.87%Q3 2022Q3 20235
Valmark Advisers, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Meridian Wealth Management, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
James J. Burns & Company, LLC 550.26%1.81%3.69%Q3 2022Q3 20235
Gilbert & Cook, Inc. 550.15%0.52%1.78%Q3 2022Q3 20235
Wellspring Financial Advisors, LLC 410.08%0.11%0.24%Q4 2020Q1 20225
Grant Street Asset Management, Inc. 550.12%0.13%0.14%Q1 2021Q1 20225
SC&H Financial Advisors, Inc. 410.37%0.41%0.46%Q1 2022Q3 20235
CoreCap Advisors, LLC 550.04%0.05%0.07%Q4 2021Q4 20225
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Detalus Advisors, LLC 550.14%0.69%0.95%Q3 2022Q3 20235
Lloyd Advisory Services, LLC. 410.00%0.01%0.06%Q1 2020Q1 20225
Evolution Wealth Advisors, LLC 550.58%0.65%0.73%Q3 2022Q3 20235
CPWM, LLC 550.07%0.08%0.09%Q1 2021Q1 20225
Clarus Wealth Advisors 550.03%0.05%0.08%Q2 2018Q2 20195
RHS Financial, LLC 550.25%0.47%0.65%Q3 2022Q3 20235
Orgel Wealth Management, LLC 550.02%0.19%0.54%Q3 2022Q3 20235
SALEM INVESTMENT COUNSELORS INC 410.00%0.01%0.01%Q1 2021Q3 20235
Simplicity Wealth,LLC 550.28%2.01%3.80%Q3 2022Q3 20235
Strengthening Families & Communities, LLC 550.00%0.01%0.01%Q4 2021Q4 20225
Sound Financial Strategies Group, LLC 550.01%0.62%1.04%Q4 2019Q4 20205
CONNING INC. 550.22%0.22%0.24%Q4 2016Q4 20175
WealthPlan Investment Management, LLC 410.00%0.08%0.14%Q1 2022Q2 20235
Versant Capital Management, Inc 550.00%0.00%0.00%Q4 2022Q4 20235
PALLADIEM, LLC 554.27%4.53%5.16%Q4 2020Q4 20215
Brinker Capital Investments, LLC 550.03%0.05%0.08%Q4 2021Q4 20225
Kalos Management, Inc. 550.11%0.14%0.20%Q4 2020Q4 20215
Bedel Financial Consulting, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
Strategic Asset Management, LLC 550.28%0.65%0.76%Q3 2021Q3 20225
Biltmore Capital Advisors LLC 411.01%1.51%2.54%Q4 2018Q4 20215
Global Financial Private Capital, Inc 550.25%0.39%0.51%Q2 2019Q2 20205
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 310.00%0.00%0.00%Q4 2021Q3 20235
Braun-Bostich & Associates Inc. 551.62%4.56%7.03%Q2 2022Q2 20235
S.C. Financial Services, Inc. 551.05%1.21%1.40%Q4 2021Q4 20225
MSI Financial Services Inc 550.00%0.01%0.02%Q4 2015Q4 20165
W.H. Cornerstone Investments Inc. 551.25%1.45%1.65%Q3 2022Q3 20235
Systelligence, LLC 551.53%4.37%8.67%Q4 2019Q4 20205
ROCKLAND TRUST CO 550.05%0.13%0.19%Q3 2019Q3 20205
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q2 2017Q2 20185
Renasant Bank 550.40%0.90%1.26%Q3 2022Q3 20235
HCR Wealth Advisors 410.02%0.07%0.10%Q3 2017Q4 20205
55I, LLC 552.81%3.58%4.72%Q1 2021Q1 20225
FINANCIAL LIFE ADVISORS 551.14%5.81%7.80%Q3 2022Q3 20235
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 550.14%0.36%0.54%Q3 2022Q3 20235
KESTRA PRIVATE WEALTH SERVICES, LLC 550.02%0.07%0.11%Q3 2022Q3 20235
Beaird Harris Wealth Management, LLC 410.00%0.00%0.00%Q4 2021Q2 20235
Laurel Wealth Advisors, Inc. 550.03%0.18%0.26%Q4 2021Q4 20225
Lake Point Wealth Management 210.00%0.01%0.01%Q1 2019Q2 20225
FIRST MANHATTAN CO. LLC. 550.00%0.00%0.00%Q3 2022Q3 20235
Cresset Asset Management, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Element Wealth, LLC 320.00%0.01%0.02%Q2 2022Q3 20235
DAVIDSON INVESTMENT ADVISORS 550.03%0.05%0.10%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Copperleaf Capital, LLC 556.00%8.72%11.92%Q3 2022Q3 20235
Clearwater Capital Advisors, LLC 410.00%0.03%0.06%Q1 2018Q2 20235
TOWNSQUARE CAPITAL LLC 310.01%0.04%0.11%Q1 2022Q3 20234
Hoese & Co LLP 441.45%3.29%5.00%Q1 2023Q4 20234
Hoxton Planning & Management, LLC 445.53%5.76%6.19%Q4 2022Q3 20234
JT Stratford LLC 440.40%0.43%0.48%Q4 2022Q3 20234
WOODMONT INVESTMENT COUNSEL LLC 440.02%0.03%0.04%Q1 2022Q4 20224
Accel Wealth Management 310.00%0.01%0.01%Q1 2021Q1 20234
HawsGoodwin Investment Management LLC 441.82%2.15%2.34%Q1 2021Q4 20214
Savior LLC 440.00%0.04%0.06%Q2 2021Q1 20224
Worth Financial Advisory Group, LLC 443.92%4.00%4.15%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 440.17%0.21%0.26%Q4 2022Q3 20234
ADVISOR PARTNERS LLC 440.02%0.02%0.03%Q3 2021Q2 20224
Corient Private Wealth LLC 440.00%0.03%0.04%Q4 2022Q3 20234
FFG RETIREMENT ADVISORS LLC 443.78%6.89%8.74%Q4 2022Q3 20234
Karn, Couzens & Associates, Inc. 440.40%0.42%0.45%Q2 2021Q1 20224
SageView Advisory Group, LLC 440.04%0.07%0.09%Q4 2022Q3 20234
Cardinal Point Wealth Management LLC 440.40%0.42%0.46%Q4 2020Q3 20214
HOHIMER WEALTH MANAGEMENT, LLC 440.08%0.12%0.19%Q4 2021Q3 20224
LaSalle St. Investment Advisors, LLC 440.25%2.64%4.06%Q4 2022Q3 20234
WJ Wealth Management, LLC 441.17%1.75%2.52%Q4 2020Q3 20214
Semus Wealth Partners LLC 440.46%0.55%0.63%Q4 2022Q3 20234
Farther Finance Advisors, LLC 441.66%2.45%2.91%Q4 2022Q3 20234
RCS Financial Planning, LLC 442.71%3.21%3.76%Q4 2022Q3 20234
Arden Trust Co 443.67%4.39%5.88%Q1 2023Q4 20234
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.01%0.01%0.01%Q1 2022Q4 20224
HRT FINANCIAL LP 110.00%0.00%0.01%Q3 2021Q1 20234
Gradient Investments LLC 310.00%0.00%0.00%Q3 2021Q3 20224
Vertex Planning Partners, LLC 440.29%0.31%0.32%Q4 2022Q3 20234
Hobart Private Capital, LLC 440.30%1.82%6.27%Q4 2022Q3 20234
Stephens Consulting, LLC 440.09%0.13%0.18%Q4 2022Q3 20234
Modera Wealth Management, LLC 310.01%0.08%0.14%Q4 2021Q2 20234
Astor Investment Management LLC 310.00%0.00%0.01%Q4 2019Q1 20214
Sentinus, LLC 444.59%5.83%7.23%Q3 2022Q2 20234
PRINCIPAL FINANCIAL GROUP INC 440.00%0.00%0.00%Q1 2021Q4 20214
C-J Advisory, Inc. 440.03%0.03%0.04%Q4 2018Q3 20194
TFB Advisors LLC 440.27%0.44%0.84%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.15%0.48%0.92%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.38%0.50%0.59%Q4 2022Q3 20234
Wealth Advisory Solutions, LLC 440.14%0.18%0.22%Q3 2022Q2 20234
RFP Financial Group LLC 440.24%0.35%0.68%Q4 2022Q3 20234
LVW Advisors, LLC 441.04%1.24%1.35%Q4 2022Q3 20234
CALIBER WEALTH MANAGEMENT, LLC 440.38%1.62%3.18%Q4 2020Q3 20214
Plante Moran Financial Advisors, LLC 110.00%0.01%0.04%Q2 2018Q2 20234
Meridian Wealth Partners, LLC 210.07%0.18%0.50%Q1 2022Q3 20234
MKT Advisors LLC 440.16%0.18%0.19%Q4 2022Q3 20234
TIEMANN INVESTMENT ADVISORS, LLC 443.33%3.95%4.97%Q4 2022Q3 20234
Centerpoint Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 440.04%0.05%0.06%Q4 2022Q3 20234
New Republic Capital, LLC 440.44%0.50%0.55%Q4 2022Q3 20234
Pallas Capital Advisors LLC 440.08%0.12%0.18%Q4 2022Q3 20234
Colonial Trust Co / SC 440.02%0.02%0.02%Q4 2022Q3 20234
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2021Q4 20224
REGIMEN WEALTH, LLC 441.83%2.01%2.42%Q4 2022Q3 20234
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q1 2021Q2 20234
FARMERS & MERCHANTS INVESTMENTS INC 210.00%0.00%0.00%Q4 2021Q3 20234
Kapstone Financial Advisors LLC 440.20%0.25%0.29%Q4 2022Q3 20234
Zullo Investment Group, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
ETF Store, Inc. 440.35%0.40%0.44%Q4 2022Q3 20234
Family Asset Management, LLC 440.00%0.02%0.02%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.16%0.17%0.18%Q4 2022Q3 20234
Park Place Capital Corp 440.73%1.10%1.30%Q4 2022Q3 20234
OARSMAN CAPITAL, INC. 442.22%2.82%3.40%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.18%0.31%0.39%Q4 2022Q3 20234
BOYS ARNOLD & CO INC 440.04%0.05%0.06%Q2 2019Q1 20204
RGT Wealth Advisors, LLC 440.01%0.26%0.38%Q4 2021Q3 20224
Integrity Advisory, LLC 440.39%0.75%1.08%Q1 2022Q4 20224
Triangle Securities Wealth Management 440.61%1.23%1.92%Q4 2022Q3 20234
LVZ, Inc. 440.04%0.23%0.50%Q4 2019Q3 20204
Renaissance Technologies 210.00%0.01%0.01%Q3 2020Q4 20224
Legacy Financial Group LLC 440.51%1.85%2.64%Q4 2022Q3 20234
Clearstead Advisors, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Mattern Wealth Management LLC 441.00%1.42%2.57%Q2 2020Q1 20214
NCM Capital Management, LLC 441.03%1.22%1.38%Q1 2022Q4 20224
Centurion Wealth Management LLC 444.24%4.46%4.78%Q4 2022Q3 20234
Western Financial Corp/CA 440.54%0.71%0.88%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 441.58%2.06%2.70%Q4 2017Q3 20184
Arlington Partners LLC 440.00%0.00%0.01%Q4 2022Q3 20234
LAZARD ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q1 2019Q4 20194
Princeton Global Asset Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BANK OF HAWAII 440.25%0.45%0.60%Q4 2022Q3 20234
Life Planning Partners, Inc 445.71%5.88%6.03%Q4 2021Q3 20224
CREDIT SUISSE AG/ 330.00%0.00%0.00%Q2 2014Q4 20143
Wealthspire Advisors, L.P. 330.03%0.06%0.09%Q1 2020Q3 20203
Lido Advisors, LLC 110.00%0.00%0.00%Q4 2021Q3 20233
Bison Wealth, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Pinkerton Retirement Specialists, LLC 331.04%1.13%1.20%Q3 2020Q1 20213
Commonwealth Equity Services, Inc 330.00%0.00%0.00%Q1 2017Q3 20173
Novak Financial Planning, LLC 331.39%1.52%1.63%Q4 2020Q2 20213
ZRC WEALTH MANAGEMENT, LLC 3315.92%16.17%16.67%Q1 2023Q3 20233
Scarborough Advisors, LLC 330.14%0.82%1.18%Q2 2022Q4 20223
Imprint Wealth LLC 330.20%0.22%0.24%Q1 2023Q3 20233
USCA RIA LLC 330.60%0.62%0.63%Q3 2020Q1 20213
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2021Q1 20233
BDO Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
BIVIN & ASSOCIATES, INC. 337.06%8.01%9.66%Q4 2021Q2 20223
Professional Financial Advisors, LLC 330.03%0.04%0.04%Q1 2022Q3 20223
Financial Sense Advisors, Inc. 330.07%0.07%0.08%Q2 2021Q4 20213
Argent Advisors, Inc. 330.56%0.57%0.58%Q1 2023Q3 20233
VIVID FINANCIAL MANAGEMENT, INC. 330.93%1.81%2.36%Q2 2021Q4 20213
Thrive Wealth Management, LLC 330.36%5.50%8.93%Q1 2022Q3 20223
Cascadia Advisory Services, LLC 330.11%0.19%0.24%Q1 2021Q3 20213
MOTCO 330.00%0.00%0.01%Q3 2021Q1 20223
COMMERCE BANK 110.00%0.00%0.00%Q3 2021Q3 20233
Affinity Capital Advisors, LLC 331.37%4.46%7.32%Q1 2023Q3 20233
Rede Wealth, LLC 330.12%0.13%0.14%Q3 2021Q1 20223
Insight Wealth Strategies, LLC 330.13%0.16%0.20%Q1 2021Q3 20213
McAdam, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.01%Q4 2022Q3 20233
ORG Partners LLC 330.38%3.92%6.92%Q1 2023Q3 20233
DFPG INVESTMENTS, LLC 330.43%0.61%0.73%Q1 2023Q3 20233
Realta Investment Advisors 210.03%0.03%0.04%Q3 2022Q2 20233
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 210.00%0.01%0.01%Q3 2020Q3 20233
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 330.14%0.17%0.20%Q1 2023Q3 20233
Ahrens Investment Partners LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Financial Gravity Asset Management, Inc. 330.02%0.10%0.26%Q1 2023Q3 20233
Baldrige Asset Management LLC 330.00%0.01%0.02%Q2 2021Q4 20213
Scissortail Wealth Management, LLC 332.06%2.34%2.90%Q4 2021Q2 20223
Ruggie Capital Group 330.01%0.01%0.01%Q2 2018Q4 20183
Cornerstone Planning Group LLC 210.77%1.04%1.34%Q4 2022Q3 20233
Diversified Portfolios, Inc. 330.33%2.06%4.58%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
THOMPSON INVESTMENT MANAGEMENT, INC. 330.02%0.02%0.02%Q1 2023Q3 20233
Richard P Slaughter Associates Inc 210.11%0.40%0.83%Q2 2022Q4 20233
Mach-1 Financial Group, LLC 210.00%0.02%0.04%Q2 2022Q1 20233
Archford Capital Strategies, LLC 330.00%0.00%0.00%Q3 2015Q1 20163
AllSquare Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Shira Ridge Wealth Management 330.45%0.50%0.54%Q1 2023Q3 20233
JFS WEALTH ADVISORS, LLC 210.00%0.01%0.01%Q4 2021Q3 20233
TD Capital Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Flagship Private Wealth, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Sage Mountain Advisors LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Gallagher Fiduciary Advisors, LLC 330.50%0.53%0.56%Q1 2023Q3 20233
AXXCESS WEALTH MANAGEMENT, LLC 210.02%0.03%0.04%Q1 2022Q3 20233
HHM Wealth Advisors, LLC 210.00%0.02%0.06%Q3 2021Q1 20233
Cape Investment Advisory, Inc. 330.36%0.37%0.38%Q1 2023Q3 20233
Lion Street Advisors, LLC 330.07%0.10%0.11%Q1 2023Q3 20233
Willingdon Wealth Management 330.00%0.00%0.00%Q3 2019Q1 20203
Interchange Capital Partners, LLC 210.24%0.30%0.35%Q3 2022Q3 20233
HAZLETT, BURT & WATSON, INC. 210.00%0.11%0.19%Q2 2022Q3 20233
First Allied Advisory Services, Inc. 210.00%0.01%0.02%Q4 2017Q3 20193
Vista Private Wealth Partners. LLC 330.46%0.49%0.53%Q1 2023Q3 20233
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 330.03%0.04%0.05%Q1 2023Q3 20233
Beacon Pointe Advisors, LLC 210.00%0.02%0.05%Q4 2022Q3 20233
Financial Partners Group, Inc 332.48%3.62%4.51%Q4 2017Q2 20183
GUARDIAN WEALTH ADVISORS, LLC / NC 330.01%0.01%0.01%Q4 2022Q2 20233
LifeSteps Financial, Inc. 330.68%0.70%0.73%Q1 2022Q3 20223
AMERICAN INTERNATIONAL GROUP, INC. 330.00%0.00%0.00%Q3 2015Q1 20163
Private Ocean, LLC 331.17%5.06%9.06%Q1 2023Q3 20233
AJ WEALTH STRATEGIES, LLC 330.08%0.09%0.10%Q2 2021Q4 20213
MCIA Inc 332.85%3.14%3.45%Q1 2021Q3 20213
Wealth Management Solutions, LLC 330.14%0.89%2.37%Q4 2021Q2 20223
BROWN ADVISORY INC 330.00%0.00%0.00%Q1 2023Q3 20233
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2016Q3 20213
Pinnacle Private Wealth, LLC 220.22%0.23%0.24%Q1 2022Q2 20222
Crown Wealth Group, LLC 224.18%4.31%4.43%Q4 2021Q1 20222
First Command Bank 220.01%0.01%0.01%Q3 2022Q4 20222
WBI INVESTMENTS, LLC 220.04%0.05%0.06%Q4 2020Q1 20212
Zhang Financial LLC 220.08%0.08%0.08%Q1 2021Q2 20212
Compass Ion Advisors, LLC 220.56%4.41%8.27%Q2 2023Q3 20232
ROCKY MOUNTAIN ADVISERS, LLC 220.08%0.14%0.19%Q3 2022Q4 20222
Headlands Technologies LLC 110.00%0.00%0.00%Q4 2022Q3 20232
MOTIVE WEALTH ADVISORS 220.29%0.30%0.30%Q2 2021Q3 20212
Apella Capital, LLC 220.05%0.09%0.13%Q3 2023Q4 20232
PANORAMIC INVESTMENT ADVISORS, LLC 110.44%0.45%0.47%Q4 2022Q3 20232
AlphaCore Capital LLC 220.00%0.00%0.01%Q2 2023Q3 20232
LGT Financial Advisors LLC 110.03%0.12%0.20%Q4 2022Q2 20232
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q2 2021Q4 20212
Squarepoint Ops LLC 220.00%0.01%0.02%Q2 2023Q3 20232
OTA Financial Group L.P. 220.78%1.38%1.98%Q2 2021Q3 20212
Sage Capital Advisors,llc 220.20%0.25%0.29%Q1 2021Q2 20212
Tradewinds Capital Management, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Cribstone Capital Management, LLC 110.01%0.03%0.05%Q3 2019Q4 20202
SILVER OAK SECURITIES, INCORPORATED 110.00%0.00%0.00%Q3 2022Q3 20232
MONECO Advisors, LLC 220.09%0.12%0.15%Q3 2021Q4 20212
Jefferies Group LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Sloy Dahl & Holst, LLC 220.06%0.06%0.06%Q3 2021Q4 20212
IAG Wealth Partners, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Fortis Capital Advisors, LLC 220.08%0.11%0.13%Q4 2022Q1 20232
PFW Advisors LLC 222.10%2.14%2.19%Q2 2023Q3 20232
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Procyon Advisors, LLC 220.01%0.01%0.02%Q1 2020Q2 20202
Advisory Alpha, LLC 220.04%0.05%0.06%Q2 2023Q3 20232
Mascoma Wealth Management LLC 220.01%0.01%0.01%Q3 2022Q4 20222
BARCLAYS PLC 220.01%0.02%0.02%Q2 2021Q3 20212
Golden State Equity Partners 220.26%0.27%0.28%Q2 2023Q3 20232
MRA Advisory Group 220.47%2.30%4.13%Q2 2023Q3 20232
Opal Wealth Advisors, LLC 110.17%0.18%0.19%Q4 2021Q3 20222
HOEY INVESTMENTS, INC 220.00%0.00%0.00%Q2 2023Q3 20232
Leelyn Smith, LLC 220.02%0.02%0.03%Q3 2022Q4 20222
Kingdom Financial Group LLC. 220.28%0.34%0.40%Q2 2023Q3 20232
NewEdge Wealth, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Archer Investment Corp 220.01%0.01%0.01%Q2 2023Q3 20232
DAYMARK WEALTH PARTNERS, LLC 110.04%0.05%0.05%Q1 2023Q3 20232
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q4 2022Q3 20232
COURIER CAPITAL LLC 220.08%0.08%0.09%Q2 2023Q3 20232
Ritter Daniher Financial Advisory LLC / DE 220.00%0.03%0.07%Q4 2022Q1 20232
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
First Command Financial Services, Inc. 220.01%0.01%0.01%Q3 2022Q4 20222
Stratos Investment Management, LLC 110.06%0.16%0.25%Q3 2021Q3 20222
CoreFirst Bank & Trust 220.00%0.01%0.02%Q4 2022Q1 20232
ATWOOD & PALMER INC 220.00%0.00%0.00%Q1 2021Q2 20212
Stelac Advisory Services LLC 220.72%0.79%0.85%Q2 2023Q3 20232
Independent Wealth Network Inc. 220.18%0.19%0.19%Q2 2023Q3 20232
FLOW TRADERS U.S. LLC 110.06%0.19%0.32%Q4 2018Q4 20202
Claro Advisors LLC 110.01%0.04%0.06%Q4 2018Q1 20232
COLONY GROUP LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Antonetti Capital Management LLC 220.05%0.05%0.05%Q1 2022Q2 20222
Icon Wealth Advisors, LLC 222.52%2.72%2.93%Q3 2022Q4 20222
Tennessee Valley Asset Management Partners 223.46%3.48%3.49%Q2 2023Q3 20232
Axim Planning & Wealth 220.02%0.02%0.02%Q2 2022Q3 20222
WARNER FINANCIAL, INC 220.17%0.17%0.18%Q4 2021Q1 20222
Future Financial Wealth Managment LLC 220.01%0.01%0.01%Q4 2021Q1 20222
TimeScale Financial, Inc. 220.47%0.54%0.61%Q1 2023Q2 20232
Oak Point Wealth Management 221.32%1.57%1.82%Q4 2017Q1 20182
WINTRUST INVESTMENTS LLC 221.10%1.15%1.19%Q2 2023Q3 20232
Orion Capital Management LLC 220.03%0.03%0.03%Q3 2021Q4 20212
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Certus Wealth Management, LLC 221.00%1.04%1.08%Q2 2023Q3 20232
Valley Brook Capital Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Castleview Partners, LLC 110.04%0.07%0.11%Q2 2021Q4 20212
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Commonwealth Retirement Investments LLC 220.12%0.12%0.12%Q1 2023Q2 20232
Pacifica Partners Inc. 220.01%0.01%0.01%Q3 2023Q4 20232
Cardinal Point Wealth Management Partners, LLC 220.41%0.43%0.45%Q4 2021Q1 20222
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Mine & Arao Wealth Creation & Management, LLC. 220.01%0.01%0.01%Q3 2020Q4 20202
Johnson Financial Group, Inc. 220.03%0.04%0.04%Q3 2022Q4 20222
LEVEL FOUR ADVISORY SERVICES, LLC 220.05%0.06%0.07%Q2 2023Q3 20232
Capital CS Group, LLC 220.60%0.66%0.71%Q4 2021Q1 20222
Better Money Decisions, LLC 110.00%0.00%0.00%Q3 2021Q2 20222
Strategic Wealth Partners, Ltd. 220.05%0.21%0.37%Q3 2022Q4 20222
WCG Wealth Advisors LLC 220.88%1.11%1.34%Q2 2023Q3 20232
UMB Bank, n.a. 110.00%0.00%0.00%Q4 2021Q2 20222
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.01%0.01%0.01%Q3 2020Q4 20202
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q1 2020Q3 20222
Willis Johnson & Associates, Inc. 220.04%0.04%0.04%Q2 2023Q3 20232
TOMPKINS FINANCIAL CORP 110.00%0.00%0.01%Q1 2023Q4 20232
Iron Horse Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Belvedere Trading LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Centennial Wealth Advisory LLC 220.32%0.40%0.48%Q4 2020Q1 20212
Intergy Private Wealth, LLC 220.16%0.21%0.27%Q4 2021Q1 20222
BRIGHTON JONES LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Jacobi Capital Management LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Valeo Financial Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Peak Asset Management, LLC 110.29%0.29%0.29%Q1 2021Q1 20211
FINANCIAL CONSULATE, INC 110.27%0.27%0.27%Q4 2022Q4 20221
Impact Partnership Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Family Capital Trust Co 110.13%0.13%0.13%Q1 2022Q1 20221
Redwood Investment Management, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 113.03%3.03%3.03%Q3 2023Q3 20231
Gleason Group, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Goodwin Investment Advisory 110.02%0.02%0.02%Q4 2022Q4 20221
MKD WEALTH COACHES, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
JD Financial Services Inc. 110.32%0.32%0.32%Q1 2021Q1 20211
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q4 2022Q4 20221
NinePointTwo Capital LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Curi Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
WFA Asset Management Corp 110.01%0.01%0.01%Q3 2023Q3 20231
OneAscent Financial Services LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Graypoint LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Arlington Trust Co LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Gryphon Financial Partners LLC 110.15%0.15%0.15%Q4 2018Q4 20181
Objective Capital Management, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Investmark Advisory Group LLC 111.15%1.15%1.15%Q3 2022Q3 20221
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2022Q3 20221
Almanack Investment Partners, LLC. 110.02%0.02%0.02%Q3 2020Q3 20201
Fulcrum Equity Management 110.32%0.32%0.32%Q3 2023Q3 20231
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
KARLINSKI ANDREW C 110.26%0.26%0.26%Q3 2022Q3 20221
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q1 2022Q1 20221
San Luis Wealth Advisors LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
LWMG, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Financial Architects, Inc 110.00%0.00%0.00%Q3 2016Q3 20161
Kozak & Associates, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
VSR Financial Services, Inc. 110.10%0.10%0.10%Q2 2016Q2 20161
Cordant, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Affiance Financial, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
CXI Advisors 110.16%0.16%0.16%Q4 2019Q4 20191
Steward Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Janney Capital Management LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.74%0.74%0.74%Q3 2023Q3 20231
PrairieView Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
PATHSTONE FAMILY OFFICE, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Madrona Financial Services, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
ENTERPRISE FINANCIAL SERVICES CORP 110.05%0.05%0.05%Q3 2021Q3 20211
Peninsula Wealth, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Glassman Wealth Services 110.01%0.01%0.01%Q3 2022Q3 20221
NVWM, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Vident Investment Advisory, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Semmax Financial Advisors Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Great Lakes Retirement, Inc. 110.32%0.32%0.32%Q4 2019Q4 20191
ForthRight Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Lindbrook Capital, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WEST BANCORPORATION INC 110.02%0.02%0.02%Q2 2022Q2 20221
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Advisors Capital Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Plan Group Financial, LLC 110.36%0.36%0.36%Q2 2023Q2 20231
CCG WEALTH MANAGEMENT, LLC 111.02%1.02%1.02%Q3 2021Q3 20211
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Team Hewins, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2019Q4 20191
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q4 2022Q4 20221
Capstone Triton Financial Group, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Quadrant Private Wealth Management, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
FLYNN ZITO CAPITAL MANAGEMENT, LLC 111.52%1.52%1.52%Q2 2022Q2 20221
BANYAN CAPITAL MANAGEMENT, INC. 110.74%0.74%0.74%Q4 2018Q4 20181
OLD MISSION CAPITAL, LLC 110.37%0.37%0.37%Q4 2020Q4 20201
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
First Citizens Asset Management, Inc. 110.75%0.75%0.75%Q4 2022Q4 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
KICKSTAND VENTURES, LLC. 114.71%4.71%4.71%Q3 2023Q3 20231
BOS Asset Management, LLC 110.94%0.94%0.94%Q3 2023Q3 20231
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q4 2023Q4 20231
MBA Advisors LLC 112.96%2.96%2.96%Q3 2023Q3 20231
MBM Wealth Consultants, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
QUATTRO FINANCIAL ADVISORS LLC 110.68%0.68%0.68%Q3 2023Q3 20231
Vigilant Capital Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
TCI Wealth Advisors, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Colonial River Wealth Management, LLC 110.38%0.38%0.38%Q3 2021Q3 20211
BRR OpCo, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Charles Schwab Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Farmers & Merchants Trust Co of Chambersburg PA 110.06%0.06%0.06%Q3 2023Q3 20231
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
PINNACLE FINANCIAL PARTNERS INC 110.02%0.02%0.02%Q2 2022Q2 20221
Ellis Investment Partners, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.01%0.01%0.01%Q2 2022Q2 20221
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
COHEN LAWRENCE B 111.32%1.32%1.32%Q4 2021Q4 20211
APPLETON PARTNERS INC/MA 110.12%0.12%0.12%Q4 2023Q4 20231
TCG Advisors, LP 110.46%0.46%0.46%Q2 2020Q2 20201
Shore Point Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
FineMark National Bank & Trust 110.01%0.01%0.01%Q4 2019Q4 20191
FREEDOM WEALTH ALLIANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
RITTER DANIHER FINANCIAL ADVISORY LLC 110.11%0.11%0.11%Q4 2021Q4 20211
BUCKINGHAM STRATEGIC WEALTH, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ZACKS INVESTMENT MANAGEMENT 110.00%0.00%0.00%Q2 2022Q2 20221
Ruedi Wealth Management, Inc. 110.04%0.04%0.04%Q1 2023Q1 20231
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Aprio Wealth Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Parasol Investment Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
SYM FINANCIAL Corp 110.03%0.03%0.03%Q2 2022Q2 20221
Alpha DNA Investment Management LLC 110.03%0.03%0.03%Q1 2021Q1 20211
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
GREENWOOD CAPITAL ASSOCIATES LLC 110.04%0.04%0.04%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ABLE Financial Group, LLC 110.15%0.15%0.15%Q1 2023Q1 20231
GoalVest Advisory LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Indiana Trust & Investment Management CO 110.07%0.07%0.07%Q3 2023Q3 20231
QUEST CAPITAL MANAGEMENT INC /ADV 110.57%0.57%0.57%Q4 2018Q4 20181
Independence Bank of Kentucky 110.00%0.00%0.00%Q2 2023Q2 20231
Disciplined Investments, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
KMG FIDUCIARY PARTNERS, LLC 110.50%0.50%0.50%Q4 2022Q4 20221
Essex LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Gainplan LLC 115.77%5.77%5.77%Q4 2022Q4 20221
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
My Personal CFO, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
CFO4Life, L.P. 110.57%0.57%0.57%Q4 2022Q4 20221
ROPES WEALTH ADVISORS LLC 110.11%0.11%0.11%Q2 2018Q2 20181
Pure Financial Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
STUDIO INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Clean Yield Group 110.01%0.01%0.01%Q1 2022Q1 20221
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Beacon Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Urban Wealth Management, LLC 110.28%0.28%0.28%Q2 2022Q2 20221
SII INVESTMENTS INC/WI 110.02%0.02%0.02%Q3 2017Q3 20171
Gallagher Benefit Services, Inc. 111.30%1.30%1.30%Q4 2022Q4 20221
Global Strategic Investment Solutions, LLC 111.20%1.20%1.20%Q3 2023Q3 20231
Shilanski & Associates, Inc. 110.21%0.21%0.21%Q3 2022Q3 20221
FINANCIAL COUNSELORS INC 110.02%0.02%0.02%Q3 2023Q3 20231
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
G2 CAPITAL MANAGEMENT, LLC / OH 1111.14%11.14%11.14%Q3 2022Q3 20221
Northstar Advisory Group, LLC 112.34%2.34%2.34%Q3 2021Q3 20211
KINGSWOOD WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Lansing Street Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
Seaside Wealth Management, Inc. 110.20%0.20%0.20%Q2 2022Q2 20221
McIlrath & Eck, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Nova R Wealth, Inc. 110.21%0.21%0.21%Q4 2021Q4 20211
Cerity Partners LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q1 2023Q1 20231
SIENA CAPITAL LLC 110.00%0.00%0.00%Q1 2022Q1 20221
DE BURLO GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
Avion Wealth 110.00%0.00%0.00%Q2 2023Q2 20231
MCDONALD PARTNERS LLC 110.28%0.28%0.28%Q4 2021Q4 20211
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
FORTE ASSET MANAGEMENT LLC 112.42%2.42%2.42%Q3 2023Q3 20231
Essential Planning, LLC. 110.13%0.13%0.13%Q3 2023Q3 20231
True Wealth Design, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
THEORY FINANCIAL LLC 110.41%0.41%0.41%Q3 2023Q3 20231
Kerntke Otto McGlone Wealth Management Group 110.00%0.00%0.00%Q4 2022Q4 20221
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Verition Fund Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
CGN Advisors LLC 110.10%0.10%0.10%Q3 2022Q3 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.06%0.06%0.06%Q3 2023Q3 20231
Waterloo Capital, L.P. 110.10%0.10%0.10%Q1 2023Q1 20231
Bragg Financial Advisors, Inc 110.01%0.01%0.01%Q1 2022Q1 20221
VeraBank, N.A. 110.18%0.18%0.18%Q3 2021Q3 20211
MFA WEALTH ADVISORS, LLC 110.53%0.53%0.53%Q4 2021Q4 20211
Lehman Financial Resources, Inc. 110.02%0.02%0.02%Q2 2015Q2 20151
External links

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