Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2022 | 30 |
ROYAL BANK OF CANADA | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2022 | 30 |
UBS Group AG | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2022 | 29 |
MORGAN STANLEY | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2022 | 28 |
Day & Ennis, LLC | 28 | 28 | 1.84% | 2.51% | 3.50% | Q4 2015 | Q3 2022 | 28 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 28 | 28 | 0.02% | 0.06% | 0.12% | Q4 2015 | Q3 2022 | 28 |
Gateway Advisory, LLC | 27 | 27 | 1.57% | 1.93% | 3.39% | Q1 2016 | Q3 2022 | 27 |
US BANCORP \DE\ | 27 | 27 | 0.00% | 0.04% | 0.09% | Q1 2016 | Q3 2022 | 27 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 26 |
Private Advisor Group, LLC | 26 | 26 | 0.01% | 0.07% | 0.15% | Q2 2016 | Q3 2022 | 26 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 4 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2022 | 26 |
Janney Montgomery Scott LLC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2022 | 25 |
LPL Financial LLC | 25 | 25 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2022 | 25 |
Mariner, LLC | 25 | 25 | 0.01% | 0.04% | 0.09% | Q3 2016 | Q3 2022 | 25 |
Capital Investment Advisors, LLC | 25 | 25 | 0.13% | 0.44% | 0.58% | Q3 2016 | Q3 2022 | 25 |
Avantax Planning Partners, Inc. | 24 | 24 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2022 | 24 |
CORDA Investment Management, LLC. | 24 | 24 | 0.60% | 1.66% | 2.17% | Q3 2016 | Q2 2022 | 24 |
VALLEY NATIONAL ADVISERS INC | 24 | 24 | 0.01% | 0.07% | 0.38% | Q4 2016 | Q3 2022 | 24 |
Raymond James Financial Services Advisors, Inc. | 24 | 24 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2022 | 24 |
Wolf Group Capital Advisors | 24 | 24 | 0.12% | 0.19% | 0.26% | Q4 2016 | Q3 2022 | 24 |
WELLS FARGO & COMPANY/MN | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2022 | 24 |
TRUST CO OF VIRGINIA /VA | 17 | 6 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q3 2022 | 23 |
AMERIPRISE FINANCIAL INC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 23 |
RAYMOND JAMES & ASSOCIATES | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2022 | 23 |
Exchange Capital Management, Inc. | 22 | 22 | 0.02% | 0.25% | 0.36% | Q2 2017 | Q3 2022 | 22 |
LYELL WEALTH MANAGEMENT, LP | 22 | 22 | 0.38% | 0.79% | 1.03% | Q2 2017 | Q3 2022 | 22 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 22 | 22 | 0.06% | 0.46% | 0.80% | Q2 2017 | Q3 2022 | 22 |
HighTower Advisors, LLC | 22 | 22 | 0.06% | 0.07% | 0.19% | Q2 2017 | Q3 2022 | 22 |
Baird Financial Group, Inc. | 19 | 2 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2022 | 21 |
MCF Advisors LLC | 18 | 3 | 0.00% | 0.20% | 0.34% | Q2 2017 | Q3 2022 | 21 |
Roble, Belko & Company, Inc | 21 | 21 | 0.05% | 0.08% | 0.11% | Q3 2017 | Q3 2022 | 21 |
CENTRAL TRUST Co | 20 | 20 | 0.15% | 0.38% | 0.63% | Q4 2017 | Q3 2022 | 20 |
Bellecapital International Ltd. | 20 | 20 | 0.26% | 0.69% | 1.22% | Q4 2017 | Q3 2022 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.29% | 0.67% | Q4 2017 | Q3 2022 | 20 |
Cypress Wealth Services, LLC | 20 | 20 | 0.09% | 0.12% | 0.16% | Q4 2017 | Q3 2022 | 20 |
Stratos Wealth Partners, LTD. | 20 | 20 | 0.01% | 0.28% | 0.51% | Q4 2017 | Q3 2022 | 20 |
BlackRock Inc. | 15 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 20 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2022 | 20 |
Murphy, Middleton, Hinkle & Parker, Inc. | 20 | 20 | 0.78% | 1.59% | 2.29% | Q4 2017 | Q3 2022 | 20 |
Signature Wealth Management Group | 20 | 20 | 1.41% | 1.89% | 2.56% | Q4 2017 | Q3 2022 | 20 |
Archford Capital Strategies, LLC | 19 | 1 | 0.01% | 0.33% | 0.80% | Q1 2017 | Q3 2022 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2022 | 20 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 20 |
OPTIMUM INVESTMENT ADVISORS | 20 | 20 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 20 |
Camelot Portfolios, LLC | 20 | 20 | 0.21% | 1.33% | 2.49% | Q4 2016 | Q3 2021 | 20 |
AlphaMark Advisors, LLC | 19 | 19 | 0.06% | 1.87% | 3.54% | Q1 2018 | Q3 2022 | 19 |
Cambridge Investment Research Advisors, Inc. | 16 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2022 | 19 |
BerganKDV Wealth Management, LLC | 19 | 19 | 0.09% | 1.22% | 4.73% | Q1 2018 | Q3 2022 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | 19 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q3 2022 | 19 |
Segment Wealth Management, LLC | 19 | 19 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q3 2022 | 19 |
Trust Co | 9 | 2 | 0.00% | 0.70% | 1.96% | Q3 2016 | Q3 2022 | 19 |
American Portfolios Advisors | 19 | 19 | 0.04% | 0.06% | 0.10% | Q1 2018 | Q3 2022 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 18 |
Timber Creek Capital Management LLC | 18 | 18 | 0.03% | 0.60% | 1.04% | Q2 2017 | Q3 2021 | 18 |
Sandy Spring Bank | 18 | 18 | 0.03% | 0.20% | 0.30% | Q2 2018 | Q3 2022 | 18 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10 | 4 | 0.03% | 0.11% | 0.34% | Q4 2017 | Q3 2022 | 18 |
Cetera Advisors LLC | 17 | 1 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2022 | 18 |
RITHOLTZ WEALTH MANAGEMENT | 18 | 18 | 0.10% | 0.35% | 0.54% | Q2 2018 | Q3 2022 | 18 |
SMITH, MOORE & CO. | 18 | 18 | 0.05% | 0.08% | 0.12% | Q1 2018 | Q2 2022 | 18 |
Fieldpoint Private Securities, LLC | 17 | 17 | 0.18% | 0.28% | 0.38% | Q2 2018 | Q2 2022 | 17 |
SIGMA INVESTMENT COUNSELORS INC | 17 | 17 | 0.03% | 1.38% | 1.69% | Q3 2018 | Q3 2022 | 17 |
Hilltop Holdings Inc. | 10 | 7 | 0.03% | 0.14% | 0.26% | Q1 2018 | Q3 2022 | 17 |
CAPITAL ADVISORS INC/OK | 16 | 1 | 0.01% | 2.35% | 4.66% | Q4 2016 | Q1 2021 | 17 |
CWM, LLC | 13 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 17 |
D.A. DAVIDSON & CO. | 14 | 3 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2022 | 17 |
Patten Group, Inc. | 12 | 5 | 0.05% | 0.12% | 0.20% | Q2 2017 | Q3 2022 | 17 |
Proficio Capital Partners LLC | 17 | 17 | 0.02% | 0.12% | 0.35% | Q4 2015 | Q4 2019 | 17 |
Country Club Trust Company, n.a. | 9 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2021 | 17 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 17 |
Matthew Goff Investment Advisor, LLC | 17 | 17 | 0.09% | 2.61% | 4.24% | Q3 2017 | Q3 2021 | 17 |
Laurel Wealth Advisors LLC | 16 | 16 | 0.44% | 0.56% | 0.74% | Q4 2018 | Q3 2022 | 16 |
Cedar Brook Financial Partners, LLC | 16 | 16 | 0.10% | 0.18% | 0.29% | Q4 2018 | Q3 2022 | 16 |
Tillar-Wenstrup Advisors, LLC | 8 | 2 | 0.23% | 3.31% | 4.78% | Q1 2018 | Q3 2022 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2019 | 16 |
First Fiduciary Investment Counsel, Inc. | 16 | 16 | 0.18% | 0.61% | 3.27% | Q4 2018 | Q3 2022 | 16 |
Guidance Point Advisors, LLC | 16 | 16 | 0.50% | 1.18% | 1.97% | Q4 2018 | Q3 2022 | 16 |
Jackson Hole Capital Partners, LLC | 16 | 16 | 0.12% | 0.24% | 0.48% | Q4 2018 | Q3 2022 | 16 |
Beacon Pointe Advisors, LLC | 16 | 16 | 0.03% | 0.23% | 0.62% | Q4 2018 | Q3 2022 | 16 |
HM PAYSON & CO | 15 | 1 | 0.02% | 0.05% | 0.07% | Q3 2018 | Q3 2022 | 16 |
Princeton Global Asset Management LLC | 16 | 16 | 0.22% | 0.82% | 1.42% | Q4 2018 | Q3 2022 | 16 |
Covington Investment Advisors Inc. | 16 | 16 | 0.11% | 0.14% | 0.17% | Q4 2018 | Q3 2022 | 16 |
Asset Dedication, LLC | 16 | 16 | 0.03% | 0.67% | 1.39% | Q4 2018 | Q3 2022 | 16 |
Brookstone Capital Management | 16 | 16 | 0.01% | 0.13% | 0.46% | Q1 2016 | Q4 2019 | 16 |
Vivaldi Capital Management LP | 16 | 16 | 0.10% | 0.24% | 1.24% | Q4 2018 | Q3 2022 | 16 |
MML INVESTORS SERVICES, LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2022 | 16 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.08% | 0.16% | 0.33% | Q1 2019 | Q3 2022 | 15 |
WRAPMANAGER INC | 15 | 15 | 0.14% | 0.61% | 0.80% | Q1 2018 | Q3 2021 | 15 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2022 | 15 |
RVW Wealth, LLC | 15 | 15 | 1.98% | 2.97% | 4.14% | Q1 2019 | Q3 2022 | 15 |
WealthOne, LLC | 15 | 15 | 0.22% | 0.33% | 0.48% | Q1 2019 | Q3 2022 | 15 |
J. L. Bainbridge & Co., Inc. | 15 | 15 | 0.15% | 0.27% | 0.40% | Q1 2019 | Q3 2022 | 15 |
Bank of New York Mellon Corp | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
Valeo Financial Advisors, LLC | 13 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q1 2022 | 14 |
Parallel Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 14 |
Fragasso Group Inc. | 14 | 14 | 0.03% | 1.69% | 3.12% | Q2 2018 | Q3 2021 | 14 |
FinTrust Capital Advisors, LLC | 14 | 14 | 0.03% | 0.25% | 0.46% | Q2 2019 | Q3 2022 | 14 |
AFT, FORSYTH & COMPANY, INC. | 11 | 3 | 0.11% | 0.21% | 0.36% | Q1 2018 | Q3 2022 | 14 |
FORVIS Wealth Advisors, LLC | 14 | 14 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q3 2022 | 14 |
BAINCO INTERNATIONAL INVESTORS | 13 | 1 | 0.02% | 0.08% | 0.10% | Q1 2017 | Q4 2020 | 14 |
MV CAPITAL MANAGEMENT, INC. | 14 | 14 | 1.14% | 2.42% | 3.50% | Q2 2019 | Q3 2022 | 14 |
Sound View Wealth Advisors Group, LLC | 14 | 14 | 0.20% | 1.37% | 2.09% | Q2 2019 | Q3 2022 | 14 |
WOLVERINE TRADING, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2021 | 14 |
IFG Advisory, LLC | 14 | 14 | 0.02% | 0.08% | 0.36% | Q2 2019 | Q3 2022 | 14 |
SONATA CAPITAL GROUP INC | 14 | 14 | 1.04% | 2.22% | 2.94% | Q2 2019 | Q3 2022 | 14 |
Cornerstone Wealth Management, LLC | 10 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q1 2022 | 13 |
FULTON BREAKEFIELD BROENNIMAN LLC | 13 | 13 | 0.29% | 0.41% | 0.48% | Q3 2019 | Q3 2022 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 13 |
Aptus Capital Advisors, LLC | 13 | 13 | 1.14% | 2.82% | 4.31% | Q4 2018 | Q4 2021 | 13 |
Sound Income Strategies, LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q1 2021 | 13 |
MONECO Advisors, LLC | 11 | 2 | 0.16% | 0.38% | 0.64% | Q2 2019 | Q3 2022 | 13 |
Gradient Investments LLC | 13 | 13 | 0.00% | 0.16% | 0.38% | Q4 2017 | Q4 2020 | 13 |
Pinnacle Bancorp, Inc. | 13 | 13 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q4 2021 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2022 | 13 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.21% | 0.48% | Q1 2018 | Q3 2022 | 13 |
Front Row Advisors LLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2022 | 13 |
Capital Advisors, Ltd. LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2022 | 13 |
Peloton Wealth Strategists | 12 | 1 | 0.45% | 1.28% | 1.74% | Q2 2019 | Q3 2022 | 13 |
Krilogy Financial LLC | 9 | 3 | 0.05% | 0.39% | 0.56% | Q1 2019 | Q3 2022 | 12 |
Courage Miller Partners, LLC | 12 | 12 | 0.14% | 0.21% | 0.32% | Q4 2019 | Q3 2022 | 12 |
Ledyard National Bank | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2018 | 12 |
Kathmere Capital Management, LLC | 12 | 12 | 0.08% | 0.11% | 0.19% | Q4 2019 | Q3 2022 | 12 |
PFG Private Wealth Management, LLC | 12 | 12 | 2.60% | 3.52% | 4.51% | Q4 2019 | Q3 2022 | 12 |
Rehmann Capital Advisory Group | 8 | 2 | 0.02% | 0.07% | 0.15% | Q2 2018 | Q4 2021 | 12 |
Clear Harbor Asset Management, LLC | 12 | 12 | 0.02% | 0.25% | 0.57% | Q4 2019 | Q3 2022 | 12 |
NovaPoint Capital, LLC | 12 | 12 | 0.54% | 2.51% | 6.03% | Q4 2019 | Q3 2022 | 12 |
QUEST CAPITAL MANAGEMENT INC /ADV | 12 | 12 | 0.19% | 0.25% | 0.35% | Q1 2019 | Q4 2021 | 12 |
TRUIST FINANCIAL CORP | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2022 | 12 |
Stokes Family Office, LLC | 12 | 12 | 0.05% | 0.12% | 0.20% | Q4 2019 | Q3 2022 | 12 |
Norway Savings Bank | 12 | 12 | 0.09% | 0.13% | 0.17% | Q4 2019 | Q3 2022 | 12 |
Advisor Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 12 |
FMR LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 12 |
ARROW FINANCIAL CORP | 12 | 12 | 0.08% | 0.29% | 1.12% | Q4 2019 | Q3 2022 | 12 |
AlphaCore Capital LLC | 12 | 12 | 0.06% | 0.09% | 0.15% | Q4 2019 | Q3 2022 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.08% | 0.61% | 1.00% | Q4 2019 | Q3 2022 | 12 |
CAPTRUST FINANCIAL ADVISORS | 11 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2022 | 12 |
Northstar Group, Inc. | 12 | 12 | 0.26% | 0.45% | 0.56% | Q4 2019 | Q3 2022 | 12 |
Chesley Taft & Associates LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2022 | 11 |
First National Bank of South Miami | 11 | 11 | 0.09% | 0.55% | 0.72% | Q1 2020 | Q3 2022 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 11 |
HARVEY CAPITAL MANAGEMENT INC | 9 | 2 | 0.19% | 0.47% | 0.66% | Q1 2019 | Q4 2021 | 11 |
TD Capital Management LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 11 |
EP Wealth Advisors, LLC | 8 | 3 | 0.09% | 0.13% | 0.23% | Q4 2019 | Q3 2022 | 11 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.10% | 0.47% | Q2 2018 | Q3 2022 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 11 |
NewEdge Advisors, LLC | 9 | 2 | 0.02% | 0.25% | 0.45% | Q1 2018 | Q3 2022 | 11 |
Private Capital Group, LLC | 11 | 11 | 0.02% | 0.16% | 0.22% | Q4 2019 | Q2 2022 | 11 |
REGIONS FINANCIAL CORP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 11 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 11 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 11 |
Praetorian Wealth Management, Inc. | 10 | 10 | 0.80% | 0.97% | 1.28% | Q2 2020 | Q3 2022 | 10 |
Strategic Wealth Partners Group, LLC | 5 | 5 | 0.06% | 0.08% | 0.11% | Q1 2020 | Q3 2022 | 10 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2022 | 10 |
Kovack Advisors, Inc. | 7 | 3 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2022 | 10 |
Wealthquest Corp | 8 | 2 | 0.04% | 0.33% | 0.75% | Q3 2019 | Q1 2022 | 10 |
WJ Wealth Management, LLC | 6 | 3 | 0.01% | 1.52% | 4.34% | Q4 2019 | Q3 2022 | 10 |
American Family Insurance Mutual Holding Co | 10 | 10 | 0.04% | 0.20% | 0.71% | Q4 2019 | Q1 2022 | 10 |
Cribstone Capital Management, LLC | 10 | 10 | 1.74% | 2.59% | 3.42% | Q2 2020 | Q3 2022 | 10 |
MATTERN CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2022 | 10 |
STEPHENS INC /AR/ | 9 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 10 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Sowa Financial Group, Inc. | 10 | 10 | 0.12% | 0.14% | 0.17% | Q4 2019 | Q1 2022 | 10 |
Kestra Advisory Services, LLC | 9 | 9 | 0.01% | 0.06% | 0.17% | Q3 2020 | Q3 2022 | 9 |
Capital Asset Advisory Services LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 9 |
ASSOCIATED BANC-CORP | 6 | 3 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2022 | 9 |
Buffington Mohr McNeal | 9 | 9 | 0.08% | 0.09% | 0.12% | Q3 2020 | Q3 2022 | 9 |
FAS Wealth Partners, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
Bay Rivers Group | 9 | 9 | 0.98% | 1.85% | 2.64% | Q3 2020 | Q3 2022 | 9 |
CIBC Private Wealth Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 9 |
JPMORGAN CHASE & CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
SECURITY NATIONAL TRUST CO | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 9 |
GREAT LAKES ADVISORS, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2018 | 9 |
Integrated Wealth Concepts LLC | 7 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q4 2021 | 9 |
BLAIR WILLIAM & CO/IL | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
PINNACLE ASSOCIATES LTD | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Resonant Capital Advisors, LLC | 9 | 9 | 0.04% | 0.19% | 0.60% | Q4 2019 | Q4 2021 | 9 |
Strid Group, LLC | 9 | 9 | 0.30% | 0.87% | 1.68% | Q3 2020 | Q3 2022 | 9 |
Allworth Financial LP | 8 | 8 | 0.05% | 0.08% | 0.14% | Q4 2020 | Q3 2022 | 8 |
Northwest Bancshares, Inc. | 8 | 8 | 0.04% | 0.48% | 0.82% | Q2 2020 | Q1 2022 | 8 |
Madden Advisory Services, Inc. | 8 | 8 | 0.30% | 2.63% | 4.08% | Q4 2020 | Q3 2022 | 8 |
Kesler, Norman & Wride, LLC | 8 | 8 | 0.97% | 1.07% | 1.17% | Q4 2020 | Q3 2022 | 8 |
Klaas Financial Asset Advisors, LLC | 8 | 8 | 0.06% | 0.28% | 0.40% | Q4 2020 | Q3 2022 | 8 |
SPINNAKER TRUST | 8 | 8 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2022 | 8 |
CGN Advisors LLC | 8 | 8 | 0.08% | 0.36% | 0.48% | Q4 2020 | Q3 2022 | 8 |
Windsor Capital Management, LLC | 8 | 8 | 0.07% | 0.47% | 1.73% | Q4 2020 | Q3 2022 | 8 |
Financial Advocates Investment Management | 6 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 8 |
Guidant Wealth Advisors | 4 | 4 | 0.32% | 1.12% | 1.81% | Q3 2016 | Q3 2019 | 8 |
Belpointe Asset Management LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2022 | 8 |
Laidlaw Wealth Management LLC | 8 | 8 | 0.06% | 0.09% | 0.16% | Q3 2020 | Q2 2022 | 8 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 7 | 1 | 0.02% | 0.30% | 2.06% | Q4 2018 | Q1 2021 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 8 | 8 | 0.20% | 0.25% | 0.32% | Q4 2020 | Q3 2022 | 8 |
Wells Financial Advisors INC | 8 | 8 | 0.62% | 0.79% | 0.88% | Q4 2020 | Q3 2022 | 8 |
ALTERNA WEALTH MANAGEMENT, INC | 8 | 8 | 0.87% | 1.85% | 2.58% | Q1 2019 | Q4 2020 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Charter Oak Capital Management, LLC | 8 | 8 | 0.22% | 0.27% | 0.32% | Q4 2020 | Q3 2022 | 8 |
Relative Value Partners Group, LLC | 7 | 7 | 0.06% | 0.87% | 1.85% | Q1 2021 | Q3 2022 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
MSI Financial Services Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
DEUTSCHE BANK AG\ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
4Thought Financial Group Inc. | 7 | 7 | 0.06% | 0.18% | 0.28% | Q1 2021 | Q3 2022 | 7 |
PARK AVENUE SECURITIES LLC | 5 | 1 | 0.00% | 0.04% | 0.12% | Q1 2020 | Q3 2022 | 7 |
Virtu KCG Holdings LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q1 2017 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 7 |
Bradley & Co. Private Wealth Management, LLC | 7 | 7 | 0.12% | 0.27% | 0.40% | Q1 2021 | Q3 2022 | 7 |
Freedom Investment Management, Inc. | 7 | 7 | 0.03% | 0.15% | 0.34% | Q1 2021 | Q3 2022 | 7 |
Paradigm, Strategies in Wealth Management, LLC | 7 | 7 | 10.78% | 12.23% | 13.30% | Q1 2021 | Q3 2022 | 7 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 7 | 7 | 0.11% | 0.14% | 0.17% | Q1 2021 | Q3 2022 | 7 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 7 | 7 | 0.16% | 0.19% | 0.22% | Q1 2021 | Q3 2022 | 7 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.39% | 0.82% | 1.05% | Q4 2020 | Q1 2022 | 6 |
Blue Barn Wealth, LLC | 6 | 6 | 0.17% | 0.24% | 0.32% | Q2 2021 | Q3 2022 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Kingsview Wealth Management, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 6 |
Prosperity Planning, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 6 |
CITIGROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 6 |
Claret Asset Management Corp | 6 | 6 | 0.05% | 0.08% | 0.09% | Q4 2019 | Q1 2021 | 6 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q4 2021 | 6 |
Geneva Partners, LLC | 5 | 1 | 0.18% | 0.38% | 0.53% | Q2 2016 | Q3 2018 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2021 | 6 |
Frontier Wealth Management LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q4 2021 | 6 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 6 |
GODSEY & GIBB, INC | 6 | 6 | 0.30% | 0.47% | 0.66% | Q4 2019 | Q1 2021 | 6 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.22% | 0.44% | 0.53% | Q2 2017 | Q3 2018 | 6 |
CFS Investment Advisory Services, LLC | 5 | 1 | 0.14% | 0.21% | 0.28% | Q4 2020 | Q3 2022 | 6 |
Mascoma Wealth Management LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 6 |
StoneX Group Inc. | 5 | 5 | 0.14% | 0.30% | 0.39% | Q4 2020 | Q4 2021 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 1 | 0.02% | 0.08% | 0.20% | Q3 2020 | Q3 2022 | 5 |
Lido Advisors, LLC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q2 2021 | 5 |
Eldridge Investment Advisors, Inc. | 5 | 5 | 0.08% | 0.11% | 0.14% | Q3 2021 | Q3 2022 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 1 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q3 2022 | 5 |
FIFTH THIRD BANCORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 5 |
ASPIRIANT, LLC | 5 | 5 | 0.23% | 0.25% | 0.28% | Q3 2018 | Q3 2019 | 5 |
STUDIO INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.02% | 0.49% | 0.86% | Q3 2021 | Q3 2022 | 5 |
CIBC BANK USA | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2019 | 5 |
RAYMOND JAMES TRUST N.A. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 5 |
Integrated Wealth Management | 4 | 1 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q1 2017 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.11% | 0.13% | 0.16% | Q4 2018 | Q4 2019 | 5 |
Azimuth Capital Management LLC | 5 | 5 | 0.28% | 0.32% | 0.35% | Q4 2020 | Q4 2021 | 5 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2017 | 5 |
Bluefin Trading, LLC | 2 | 1 | 0.03% | 0.16% | 0.26% | Q1 2017 | Q1 2020 | 5 |
BlackRock Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Ironwood Financial, llc | 5 | 5 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2021 | 5 |
American Money Management, LLC | 5 | 5 | 0.32% | 0.35% | 0.38% | Q3 2021 | Q3 2022 | 5 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 4 | 4 | 1.60% | 1.73% | 1.87% | Q4 2021 | Q3 2022 | 4 |
Cottage Street Advisors LLC | 4 | 4 | 2.24% | 2.34% | 2.38% | Q1 2019 | Q4 2019 | 4 |
Strategic Blueprint, LLC | 2 | 1 | 0.01% | 0.39% | 0.79% | Q3 2019 | Q3 2022 | 4 |
Pine Haven Investment Counsel, Inc | 4 | 4 | 0.40% | 0.46% | 0.51% | Q4 2021 | Q3 2022 | 4 |
Sigma Planning Corp | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2022 | 4 |
WFG Advisors, LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
CHILDRESS CAPITAL ADVISORS, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q1 2021 | Q4 2021 | 4 |
CONSILIO WEALTH ADVISORS, LLC | 4 | 4 | 0.65% | 0.66% | 0.68% | Q4 2021 | Q3 2022 | 4 |
USCA RIA LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2016 | Q3 2017 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
OAK HARBOR WEALTH PARTNERS, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
WealthStone, Inc. | 4 | 4 | 0.10% | 0.13% | 0.19% | Q2 2020 | Q1 2021 | 4 |
Atwater Malick LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q2 2022 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 4 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 4 |
ETFIDEA, LLC | 4 | 4 | 0.37% | 0.40% | 0.44% | Q4 2021 | Q3 2022 | 4 |
MADISON INVESTMENT HOLDINGS INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Houlihan Financial Resource Group, Ltd. | 2 | 1 | 1.56% | 1.92% | 2.26% | Q4 2019 | Q3 2022 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.01% | 0.11% | 0.19% | Q4 2021 | Q3 2022 | 4 |
Main Street Financial Solutions, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2021 | 4 |
Kovitz Investment Group Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2022 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.32% | 0.46% | 0.65% | Q1 2022 | Q3 2022 | 3 |
Redwood Financial Network Corp | 3 | 3 | 1.27% | 1.38% | 1.47% | Q1 2022 | Q3 2022 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Argent Wealth Management LLC | 3 | 3 | 4.76% | 5.02% | 5.51% | Q4 2019 | Q2 2020 | 3 |
Hudock, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Legacy CG, LLC | 3 | 3 | 0.14% | 1.53% | 2.25% | Q4 2021 | Q2 2022 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 3 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2022 | 3 |
Great Diamond Partners, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q3 2020 | Q1 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
LITTLE HOUSE CAPITAL LLC | 3 | 3 | 0.39% | 0.42% | 0.44% | Q2 2021 | Q4 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 3 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 3 | 3 | 0.23% | 0.25% | 0.27% | Q2 2019 | Q4 2019 | 3 |
Essex Financial Services, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
BOKF, NA | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2017 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Horizons Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2020 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.36% | 0.58% | 0.80% | Q4 2018 | Q1 2019 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q1 2022 | 2 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 2 | 2 | 0.58% | 0.98% | 1.38% | Q2 2022 | Q3 2022 | 2 |
Greenfield Savings Bank | 2 | 2 | 1.11% | 1.18% | 1.24% | Q2 2022 | Q3 2022 | 2 |
Choate Investment Advisors | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Dorsey & Whitney Trust CO LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Glenview Trust Co | 2 | 2 | 0.03% | 0.12% | 0.20% | Q2 2022 | Q3 2022 | 2 |
Creative Planning | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
InterOcean Capital Group, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Cornerstone Management, Inc. | 2 | 2 | 0.68% | 0.70% | 0.72% | Q1 2022 | Q2 2022 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
9258 Wealth Management, LLC | 2 | 2 | 0.26% | 0.48% | 0.69% | Q2 2022 | Q3 2022 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q1 2021 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Willow Creek Wealth Management Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
SECURITY ASSET MANAGEMENT | 2 | 2 | 0.52% | 0.53% | 0.53% | Q1 2019 | Q2 2019 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Journey Advisory Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q3 2022 | 2 |
LifeSteps Financial, Inc. | 2 | 2 | 2.25% | 2.54% | 2.84% | Q4 2019 | Q1 2020 | 2 |
SWMG, LLC | 1 | 1 | 0.18% | 0.23% | 0.29% | Q1 2022 | Q3 2022 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Ancora Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 4.00% | 4.00% | 4.00% | Q4 2018 | Q4 2018 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2021 | Q4 2021 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PYA Waltman Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Choice Wealth Advisors, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2022 | Q2 2022 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Marshall Financial Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
Truadvice, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2022 | Q3 2022 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Octavia Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2020 | Q4 2020 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
1ST SOURCE BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
STRINGER ASSET MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2017 | Q4 2017 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2022 | Q2 2022 | 1 |
PFG Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q3 2022 | Q3 2022 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.