Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IFP Advisors, Inc | 14 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q2 2021 | 21 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2019 | 18 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 18 |
UBS Group AG | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2019 | 18 |
MORGAN STANLEY | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2019 | 17 |
Mariner, LLC | 17 | 17 | 0.01% | 0.05% | 0.08% | Q3 2015 | Q3 2019 | 17 |
Day & Ennis, LLC | 16 | 16 | 1.07% | 1.77% | 2.62% | Q4 2015 | Q3 2019 | 16 |
CORDA Investment Management, LLC. | 16 | 16 | 0.46% | 1.56% | 2.21% | Q4 2015 | Q3 2019 | 16 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16 | 16 | 0.03% | 0.08% | 0.11% | Q4 2015 | Q3 2019 | 16 |
Raymond James Financial Services Advisors, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2019 | 15 |
Private Advisor Group, LLC | 15 | 15 | 0.03% | 0.11% | 0.19% | Q1 2016 | Q3 2019 | 15 |
RAYMOND JAMES & ASSOCIATES | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2019 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2019 | 15 |
LPL Financial LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2019 | 15 |
COURIER CAPITAL LLC | 15 | 15 | 0.05% | 0.07% | 0.09% | Q1 2016 | Q3 2019 | 15 |
Brookstone Capital Management | 15 | 15 | 0.02% | 0.16% | 0.49% | Q1 2016 | Q3 2019 | 15 |
Proficio Capital Partners LLC | 14 | 14 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q1 2019 | 14 |
Advisor Group, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2019 | 14 |
JANE STREET GROUP, LLC | 11 | 3 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2019 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2019 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.05% | 0.09% | Q2 2016 | Q3 2019 | 14 |
Whitegate Investment Counselors, Inc. | 9 | 1 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q3 2019 | 14 |
Baird Financial Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 13 |
HighTower Advisors, LLC | 10 | 3 | 0.05% | 0.07% | 0.12% | Q2 2016 | Q3 2019 | 13 |
Clear Harbor Asset Management, LLC | 13 | 13 | 0.14% | 0.21% | 0.26% | Q3 2016 | Q3 2019 | 13 |
WELLS FARGO & COMPANY/MN | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Parallel Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Freedom Investment Management, Inc. | 12 | 12 | 0.06% | 0.22% | 0.97% | Q4 2016 | Q3 2019 | 12 |
VALLEY NATIONAL ADVISERS INC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
D.A. DAVIDSON & CO. | 7 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2019 | 12 |
BOSTON ADVISORS LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q4 2018 | 12 |
Stratos Wealth Partners, LTD. | 12 | 12 | 0.02% | 0.18% | 0.40% | Q4 2016 | Q3 2019 | 12 |
Roble, Belko & Company, Inc | 12 | 12 | 0.07% | 0.10% | 0.13% | Q4 2016 | Q3 2019 | 12 |
MV CAPITAL MANAGEMENT, INC. | 12 | 12 | 0.03% | 1.83% | 3.11% | Q4 2016 | Q3 2019 | 12 |
AlphaMark Advisors, LLC | 12 | 12 | 0.02% | 0.90% | 2.14% | Q4 2016 | Q3 2019 | 12 |
Valeo Financial Advisors, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q1 2020 | 11 |
BB&T SECURITIES, LLC | 11 | 11 | 0.03% | 0.14% | 0.20% | Q1 2017 | Q3 2019 | 11 |
TRUST CO OF VIRGINIA /VA | 11 | 11 | 0.04% | 0.08% | 0.13% | Q4 2016 | Q2 2019 | 11 |
RITHOLTZ WEALTH MANAGEMENT | 10 | 1 | 0.22% | 0.27% | 0.38% | Q4 2016 | Q3 2019 | 11 |
BlackRock Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 11 |
VICUS CAPITAL | 11 | 11 | 0.05% | 0.06% | 0.09% | Q1 2017 | Q3 2019 | 11 |
BAINCO INTERNATIONAL INVESTORS | 11 | 11 | 0.30% | 0.35% | 0.41% | Q1 2017 | Q3 2019 | 11 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 10 | 10 | 0.16% | 0.35% | 0.47% | Q2 2017 | Q3 2019 | 10 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2019 | 10 |
Exchange Capital Management, Inc. | 10 | 10 | 0.02% | 0.27% | 0.38% | Q2 2017 | Q3 2019 | 10 |
MCF Advisors LLC | 10 | 10 | 0.00% | 0.14% | 0.23% | Q2 2017 | Q3 2019 | 10 |
CAPITAL ADVISORS INC/OK | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2019 | 10 |
WOLVERINE TRADING, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2019 | 10 |
Timber Creek Capital Management LLC | 10 | 10 | 0.15% | 0.52% | 0.66% | Q2 2017 | Q3 2019 | 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2019 | 10 |
Archford Capital Strategies, LLC | 7 | 2 | 0.00% | 0.12% | 0.24% | Q4 2016 | Q3 2019 | 9 |
GREAT LAKES ADVISORS, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q2 2018 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
Advisory Services Network, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2019 | 9 |
LYELL WEALTH MANAGEMENT, LP | 9 | 9 | 0.18% | 0.21% | 0.26% | Q3 2017 | Q3 2019 | 9 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 4 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2019 | 9 |
Gradient Investments LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2019 | 9 |
Fragasso Group Inc. | 9 | 9 | 1.48% | 2.22% | 2.71% | Q3 2017 | Q3 2019 | 9 |
Guidant Wealth Advisors | 4 | 4 | 1.22% | 2.34% | 2.76% | Q3 2016 | Q3 2019 | 8 |
Virtu KCG Holdings LLC | 8 | 8 | 0.01% | 0.03% | 0.08% | Q2 2015 | Q1 2017 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
COMMONWEALTH EQUITY SERVICES, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
NewEdge Advisors, LLC | 7 | 1 | 0.00% | 0.37% | 0.60% | Q2 2017 | Q3 2019 | 8 |
Matthew Goff Investment Advisor, LLC | 5 | 3 | 0.24% | 0.28% | 0.32% | Q3 2017 | Q3 2019 | 8 |
AFT, FORSYTH & COMPANY, INC. | 8 | 8 | 0.24% | 0.52% | 0.63% | Q4 2017 | Q3 2019 | 8 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 8 | 8 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q3 2019 | 8 |
CENTRAL TRUST Co | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2019 | 8 |
BURNEY CO/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2019 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.05% | 0.13% | 0.15% | Q4 2017 | Q3 2019 | 8 |
Trust Co | 8 | 8 | 0.00% | 0.99% | 2.08% | Q3 2016 | Q2 2018 | 8 |
PNC FINANCIAL SERVICES GROUP, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2019 | 8 |
Bridgeworth, LLC | 7 | 7 | 0.10% | 0.14% | 0.19% | Q1 2018 | Q3 2019 | 7 |
STIFEL FINANCIAL CORP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
American Portfolios Advisors | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2018 | Q3 2019 | 7 |
Sowell Financial Services LLC | 6 | 1 | 0.01% | 0.13% | 0.28% | Q4 2016 | Q3 2019 | 7 |
First Fiduciary Investment Counsel, Inc. | 7 | 7 | 0.07% | 0.09% | 0.12% | Q1 2018 | Q3 2019 | 7 |
BALDWIN BROTHERS LLC/MA | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Chesley Taft & Associates LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2019 | 7 |
Sound Income Strategies, LLC | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2019 | 7 |
Tillar-Wenstrup Advisors, LLC | 7 | 7 | 3.92% | 4.16% | 4.79% | Q1 2018 | Q3 2019 | 7 |
Commonwealth Equity Services, Inc | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2019 | 7 |
Bank of New York Mellon Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 7 |
Cypress Wealth Services, LLC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q4 2017 | Q2 2019 | 7 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
TLWM | 7 | 7 | 4.06% | 4.48% | 5.04% | Q1 2018 | Q3 2019 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
Integrated Wealth Management | 6 | 6 | 0.02% | 0.05% | 0.09% | Q4 2015 | Q1 2017 | 6 |
Ancora Advisors LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q4 2018 | 6 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2019 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.07% | 0.42% | 1.01% | Q1 2018 | Q3 2019 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.45% | 0.57% | 0.74% | Q4 2016 | Q1 2018 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.35% | 0.43% | 0.50% | Q2 2018 | Q3 2019 | 6 |
SMITH, MOORE & CO. | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q3 2019 | 6 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.23% | 0.44% | 0.52% | Q2 2017 | Q3 2018 | 6 |
Sandy Spring Bank | 6 | 6 | 0.02% | 0.08% | 0.12% | Q2 2018 | Q3 2019 | 6 |
Geneva Partners, LLC | 5 | 1 | 0.21% | 0.67% | 0.87% | Q2 2016 | Q3 2018 | 6 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2017 | 6 |
BlackRock Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Madden Advisory Services, Inc. | 5 | 5 | 0.30% | 0.33% | 0.39% | Q3 2018 | Q3 2019 | 5 |
MADISON INVESTMENT HOLDINGS INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.01% | 0.26% | 0.36% | Q3 2018 | Q3 2019 | 5 |
Destination Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Pinnacle Bancorp, Inc. | 4 | 1 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q3 2019 | 5 |
Capital Investment Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 5 |
Leicht Financial Planning & Wealth Management, Inc. | 5 | 5 | 0.22% | 2.64% | 4.53% | Q2 2018 | Q2 2019 | 5 |
SIGMA INVESTMENT COUNSELORS INC | 5 | 5 | 0.03% | 0.72% | 0.92% | Q3 2018 | Q3 2019 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2019 | 5 |
Patten Group, Inc. | 5 | 5 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2018 | 5 |
Princeton Global Asset Management LLC | 4 | 4 | 0.17% | 0.26% | 0.42% | Q4 2018 | Q3 2019 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.56% | 0.73% | 0.85% | Q4 2018 | Q3 2019 | 4 |
Crabel Capital Management, LLC | 4 | 4 | 0.10% | 0.18% | 0.24% | Q3 2018 | Q2 2019 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
ALTERNA WEALTH MANAGEMENT, INC | 4 | 4 | 0.22% | 1.47% | 2.17% | Q4 2018 | Q3 2019 | 4 |
Rehmann Capital Advisory Group | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q2 2019 | 4 |
One Capital Management, LLC | 4 | 4 | 0.09% | 0.12% | 0.18% | Q1 2018 | Q4 2018 | 4 |
MSI Financial Services Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 4 | 4 | 0.08% | 2.14% | 2.93% | Q4 2018 | Q3 2019 | 4 |
Guidance Point Advisors, LLC | 4 | 4 | 0.90% | 0.95% | 1.03% | Q4 2018 | Q3 2019 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Creative Planning | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Paulson Wealth Management Inc. | 4 | 4 | 0.53% | 0.63% | 0.73% | Q4 2017 | Q3 2018 | 4 |
Beacon Pointe Wealth Advisors, LLC | 4 | 4 | 0.38% | 0.42% | 0.51% | Q4 2018 | Q3 2019 | 4 |
Wolf Group Capital Advisors | 4 | 4 | 0.20% | 0.24% | 0.28% | Q4 2018 | Q3 2019 | 4 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Vivaldi Capital Management LP | 4 | 4 | 0.24% | 0.77% | 1.54% | Q4 2018 | Q3 2019 | 4 |
Northstar Group, Inc. | 4 | 4 | 0.51% | 0.60% | 0.64% | Q4 2018 | Q3 2019 | 4 |
Laurel Wealth Advisors LLC | 4 | 4 | 0.32% | 0.34% | 0.38% | Q4 2018 | Q3 2019 | 4 |
Carnegie Capital Asset Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Asset Dedication, LLC | 4 | 4 | 0.02% | 0.64% | 1.06% | Q4 2018 | Q3 2019 | 4 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 3 |
Cambridge Investment Research Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 3 |
WRAPMANAGER INC | 3 | 3 | 0.14% | 0.44% | 0.65% | Q1 2018 | Q3 2018 | 3 |
Claret Asset Management Corp | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q3 2019 | 3 |
CITIGROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Perigon Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
RVW Wealth, LLC | 3 | 3 | 1.57% | 1.96% | 2.27% | Q1 2019 | Q3 2019 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q4 2018 | 3 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 3 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Bluefin Trading, LLC | 1 | 1 | 0.03% | 0.08% | 0.18% | Q1 2017 | Q1 2019 | 3 |
MA Private Wealth | 3 | 3 | 0.07% | 0.10% | 0.12% | Q4 2018 | Q2 2019 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.14% | 0.20% | 0.29% | Q1 2019 | Q3 2019 | 3 |
OPPENHEIMER & CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.03% | 0.16% | 0.23% | Q2 2018 | Q2 2019 | 3 |
Peloton Wealth Strategists | 3 | 3 | 0.31% | 0.37% | 0.44% | Q1 2019 | Q3 2019 | 3 |
Probity Advisors, Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2017 | Q2 2018 | 3 |
PRING TURNER CAPITAL GROUP INC | 3 | 3 | 0.26% | 0.52% | 0.67% | Q1 2018 | Q3 2018 | 3 |
MONECO Advisors, LLC | 3 | 3 | 0.27% | 0.28% | 0.29% | Q1 2019 | Q3 2019 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
IHT Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 4.46% | 5.21% | 5.97% | Q1 2019 | Q2 2019 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.31% | 0.32% | 0.34% | Q1 2018 | Q2 2018 | 2 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Eldridge Investment Advisors, Inc. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2018 | Q1 2019 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
TRADITION CAPITAL MANAGEMENT LLC | 2 | 2 | 0.28% | 0.35% | 0.41% | Q2 2017 | Q3 2017 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Clearshares LLC | 2 | 2 | 0.54% | 0.57% | 0.60% | Q4 2018 | Q1 2019 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Merit Financial Group, LLC | 1 | 1 | 1.23% | 1.49% | 1.75% | Q1 2019 | Q3 2019 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
GOLDMAN SACHS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
RiverGlades Family Offices LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2018 | Q4 2018 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Sunesis Advisors, LLC | 1 | 1 | 14.75% | 14.75% | 14.75% | Q2 2018 | Q2 2018 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Quad-Cities Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Atria Investments, Inc | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Glenview Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2018 | Q4 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
InterOcean Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.