Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
UBS Group AG | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
MORGAN STANLEY | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 32 | 32 | 0.02% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 32 |
ROYAL BANK OF CANADA | 31 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
US BANCORP \DE\ | 30 | 30 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q3 2023 | 30 |
Capital Investment Advisors, LLC | 29 | 29 | 0.33% | 1.06% | 1.71% | Q4 2016 | Q4 2023 | 29 |
Mariner, LLC | 29 | 29 | 0.01% | 0.04% | 0.12% | Q3 2016 | Q3 2023 | 29 |
LPL Financial LLC | 29 | 29 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 29 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 27 | 27 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 27 |
IFP Advisors, Inc | 17 | 10 | 0.00% | 0.04% | 0.27% | Q3 2016 | Q3 2023 | 27 |
CAPITAL ADVISORS INC/OK | 15 | 12 | 0.42% | 2.33% | 3.59% | Q4 2016 | Q3 2023 | 27 |
Gateway Advisory, LLC | 27 | 27 | 1.56% | 2.36% | 5.90% | Q1 2017 | Q3 2023 | 27 |
Anchor Investment Management, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2023 | 27 |
Exchange Capital Management, Inc. | 26 | 26 | 0.02% | 0.25% | 0.38% | Q2 2017 | Q3 2023 | 26 |
RAYMOND JAMES & ASSOCIATES | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
AMERIPRISE FINANCIAL INC | 26 | 26 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 26 |
BlackRock Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 25 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 4 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 25 |
Bank of New York Mellon Corp | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 24 | 24 | 0.00% | 0.26% | 0.56% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Archford Capital Strategies, LLC | 23 | 1 | 0.01% | 0.33% | 0.51% | Q1 2017 | Q3 2023 | 24 |
CENTRAL TRUST Co | 24 | 24 | 0.09% | 0.31% | 0.47% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 24 |
STIFEL FINANCIAL CORP | 23 | 23 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 23 |
TLWM | 23 | 23 | 1.57% | 3.12% | 4.94% | Q1 2018 | Q3 2023 | 23 |
Private Advisor Group, LLC | 18 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 23 |
WRAPMANAGER INC | 23 | 23 | 0.14% | 0.63% | 0.83% | Q1 2018 | Q3 2023 | 23 |
Signature Wealth Management Group | 23 | 23 | 0.06% | 1.96% | 3.82% | Q4 2017 | Q2 2023 | 23 |
Wolf Group Capital Advisors | 22 | 1 | 0.11% | 0.20% | 0.27% | Q4 2016 | Q4 2022 | 23 |
Murphy, Middleton, Hinkle & Parker, Inc. | 22 | 22 | 0.45% | 0.53% | 0.62% | Q2 2018 | Q3 2023 | 22 |
Day & Ennis, LLC | 22 | 22 | 0.38% | 1.25% | 1.92% | Q2 2018 | Q3 2023 | 22 |
Cypress Wealth Services, LLC | 22 | 22 | 0.08% | 0.10% | 0.15% | Q4 2017 | Q1 2023 | 22 |
Segment Wealth Management, LLC | 14 | 8 | 0.04% | 0.06% | 0.11% | Q1 2018 | Q3 2023 | 22 |
MCF Advisors LLC | 12 | 3 | 0.00% | 0.31% | 1.17% | Q4 2017 | Q3 2023 | 22 |
TRUST CO OF VIRGINIA /VA | 22 | 22 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Sandy Spring Bank | 22 | 22 | 0.02% | 0.24% | 0.36% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.05% | 0.07% | 0.10% | Q2 2018 | Q2 2023 | 21 |
SIGMA INVESTMENT COUNSELORS INC | 21 | 21 | 0.03% | 1.57% | 2.30% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.04% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.03% | 0.32% | 0.64% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.01% | 0.05% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Covington Investment Advisors Inc. | 20 | 20 | 0.12% | 0.17% | 0.30% | Q4 2018 | Q3 2023 | 20 |
RVW Wealth, LLC | 20 | 20 | 0.13% | 2.22% | 3.37% | Q1 2019 | Q4 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.14% | 0.25% | 0.46% | Q4 2018 | Q3 2023 | 20 |
Asset Dedication, LLC | 20 | 20 | 0.02% | 0.21% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Roble, Belko & Company, Inc | 20 | 20 | 0.05% | 0.08% | 0.11% | Q4 2018 | Q3 2023 | 20 |
E&G Advisors, LP | 19 | 19 | 0.08% | 0.11% | 0.15% | Q1 2019 | Q3 2023 | 19 |
Janney Montgomery Scott LLC | 19 | 19 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Lee Financial Co | 18 | 1 | 0.08% | 0.17% | 0.23% | Q2 2018 | Q3 2023 | 19 |
American Portfolios Advisors | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2022 | 19 |
Krilogy Financial LLC | 19 | 19 | 0.13% | 0.38% | 0.58% | Q1 2019 | Q3 2023 | 19 |
HighTower Advisors, LLC | 18 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 19 |
Cetera Advisors LLC | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.08% | 0.44% | 1.64% | Q1 2019 | Q3 2023 | 19 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.34% | 1.82% | 2.75% | Q2 2019 | Q3 2023 | 18 |
Peloton Wealth Strategists | 18 | 18 | 0.31% | 1.91% | 2.89% | Q2 2019 | Q3 2023 | 18 |
Cambridge Investment Research Advisors, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
FORVIS Wealth Advisors, LLC | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
FinTrust Capital Advisors, LLC | 18 | 18 | 0.03% | 0.79% | 1.29% | Q2 2019 | Q3 2023 | 18 |
CITIGROUP INC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 17 |
Fieldpoint Private Securities, LLC | 17 | 17 | 0.15% | 0.23% | 0.30% | Q2 2018 | Q2 2022 | 17 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 17 |
FULTON BREAKEFIELD BROENNIMAN LLC | 16 | 16 | 0.03% | 0.39% | 0.64% | Q4 2019 | Q3 2023 | 16 |
AlphaMark Advisors, LLC | 16 | 16 | 0.00% | 0.04% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.10% | 0.17% | 0.32% | Q4 2019 | Q3 2023 | 16 |
ARROW FINANCIAL CORP | 16 | 16 | 0.01% | 0.47% | 1.31% | Q4 2019 | Q3 2023 | 16 |
PFG Private Wealth Management, LLC | 16 | 16 | 2.54% | 4.08% | 6.99% | Q4 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Knights of Columbus Asset Advisors LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
JPMORGAN CHASE & CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
NovaPoint Capital, LLC | 16 | 16 | 0.39% | 0.96% | 1.38% | Q4 2019 | Q3 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2019 | 16 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 14 | 2 | 0.03% | 0.08% | 0.22% | Q3 2019 | Q3 2023 | 16 |
Kathmere Capital Management, LLC | 14 | 1 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Matthew Goff Investment Advisor, LLC | 15 | 15 | 0.10% | 0.49% | 0.90% | Q1 2020 | Q3 2023 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q2 2019 | 15 |
LYELL WEALTH MANAGEMENT, LP | 15 | 15 | 0.17% | 0.55% | 0.86% | Q1 2020 | Q3 2023 | 15 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.07% | 0.16% | Q1 2018 | Q3 2023 | 15 |
Geneos Wealth Management Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 15 | 15 | 0.01% | 0.08% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Kovitz Investment Group Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BOSTON ADVISORS LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2019 | 14 |
First National Bank of South Miami | 14 | 14 | 0.02% | 0.16% | 0.23% | Q1 2020 | Q2 2023 | 14 |
Praetorian Wealth Management, Inc. | 14 | 14 | 1.10% | 1.35% | 1.57% | Q2 2020 | Q3 2023 | 14 |
First Fiduciary Investment Counsel, Inc. | 14 | 14 | 0.02% | 0.36% | 0.53% | Q2 2020 | Q3 2023 | 14 |
MML INVESTORS SERVICES, LLC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 14 |
REGIONS FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.04% | 0.13% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Aptus Capital Advisors, LLC | 8 | 5 | 1.17% | 3.03% | 5.38% | Q4 2018 | Q1 2022 | 13 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2021 | 13 |
VALLEY NATIONAL ADVISERS INC | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Strategic Wealth Partners Group, LLC | 8 | 5 | 0.00% | 0.06% | 0.09% | Q1 2020 | Q2 2023 | 13 |
ASSOCIATED BANC-CORP | 10 | 3 | 0.02% | 0.08% | 0.14% | Q2 2020 | Q3 2023 | 13 |
Princeton Global Asset Management LLC | 13 | 13 | 0.02% | 0.20% | 0.29% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.11% | Q3 2020 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.35% | 0.52% | 0.64% | Q4 2020 | Q4 2023 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2021 | 13 |
Mission Creek Capital Partners, Inc. | 13 | 13 | 0.37% | 0.58% | 0.81% | Q3 2020 | Q3 2023 | 13 |
Integrated Wealth Concepts LLC | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
SONATA CAPITAL GROUP INC | 12 | 12 | 0.17% | 0.90% | 1.32% | Q4 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.31% | 0.41% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Advisor Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 12 |
Beacon Pointe Advisors, LLC | 7 | 5 | 0.00% | 0.05% | 0.14% | Q2 2020 | Q3 2023 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Claret Asset Management Corp | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
MOTCO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.74% | 1.02% | 1.42% | Q4 2020 | Q3 2023 | 12 |
Clean Yield Group | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.02% | 0.59% | 1.07% | Q1 2021 | Q3 2023 | 11 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 8 | 3 | 0.03% | 0.06% | 0.15% | Q1 2018 | Q3 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 2.48% | 2.89% | 3.12% | Q1 2021 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.02% | 0.09% | 0.41% | Q1 2019 | Q2 2023 | 11 |
Norway Savings Bank | 11 | 11 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q4 2022 | 11 |
HUNTINGTON NATIONAL BANK | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 11 |
MEITAV INVESTMENT HOUSE LTD | 6 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
QUEST CAPITAL MANAGEMENT INC /ADV | 11 | 11 | 0.05% | 0.10% | 0.14% | Q2 2019 | Q4 2021 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 11 |
Motley Fool Wealth Management, LLC | 11 | 11 | 0.78% | 1.48% | 1.95% | Q3 2017 | Q1 2020 | 11 |
GODSEY & GIBB, INC | 6 | 4 | 0.02% | 0.43% | 0.88% | Q4 2019 | Q3 2023 | 10 |
Klaas Financial Asset Advisors, LLC | 8 | 2 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q2 2023 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 10 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
IRON Financial LLC | 10 | 10 | 1.22% | 2.20% | 2.68% | Q2 2021 | Q3 2023 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.09% | 0.13% | 0.19% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 10 | 10 | 0.08% | 0.15% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Creative Planning | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Atwater Malick LLC | 9 | 9 | 0.13% | 0.20% | 0.26% | Q3 2021 | Q3 2023 | 9 |
WOODMONT INVESTMENT COUNSEL LLC | 9 | 9 | 0.11% | 1.03% | 1.66% | Q3 2021 | Q3 2023 | 9 |
First Horizon Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Madden Advisory Services, Inc. | 9 | 9 | 0.32% | 0.51% | 1.38% | Q3 2021 | Q3 2023 | 9 |
EP Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 9 |
Bay Rivers Group | 9 | 9 | 0.54% | 1.23% | 1.66% | Q3 2020 | Q3 2022 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.09% | 0.53% | 1.02% | Q3 2019 | Q3 2021 | 9 |
D.A. DAVIDSON & CO. | 6 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2021 | 9 |
Sowell Financial Services LLC | 6 | 3 | 0.00% | 0.08% | 0.26% | Q4 2016 | Q4 2020 | 9 |
CORDA Investment Management, LLC. | 9 | 9 | 0.10% | 1.46% | 2.10% | Q2 2021 | Q2 2023 | 9 |
DAVENPORT & Co LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
DEARBORN PARTNERS LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 9 |
Strid Group, LLC | 9 | 9 | 0.08% | 0.78% | 1.32% | Q3 2021 | Q3 2023 | 9 |
Cribstone Capital Management, LLC | 9 | 9 | 0.70% | 2.22% | 3.35% | Q4 2020 | Q4 2022 | 9 |
American Money Management, LLC | 9 | 9 | 0.33% | 0.39% | 0.49% | Q3 2021 | Q3 2023 | 9 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
Avestar Capital, LLC | 8 | 8 | 0.15% | 0.31% | 0.48% | Q1 2020 | Q4 2021 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.41% | 0.48% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Bank of New Hampshire | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Buffington Mohr McNeal | 8 | 8 | 0.05% | 1.35% | 2.30% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.04% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.03% | 0.12% | 0.39% | Q1 2020 | Q4 2021 | 8 |
IMA Wealth, Inc. | 8 | 8 | 0.89% | 1.74% | 2.59% | Q4 2021 | Q3 2023 | 8 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.07% | 0.29% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.12% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Main Street Financial Solutions, LLC | 8 | 8 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2022 | 8 |
Estate Counselors, LLC | 8 | 8 | 0.02% | 0.33% | 0.40% | Q4 2019 | Q3 2021 | 8 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 8 | 8 | 1.58% | 1.92% | 2.20% | Q4 2021 | Q3 2023 | 8 |
Advisory Services Network, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 8 |
Rehmann Capital Advisory Group | 6 | 2 | 0.00% | 0.05% | 0.11% | Q1 2019 | Q4 2021 | 8 |
Windsor Capital Management, LLC | 7 | 1 | 0.07% | 2.74% | 3.84% | Q3 2021 | Q3 2023 | 8 |
Sunbelt Securities, Inc. | 8 | 8 | 0.06% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Pineno Levin & Ford Asset Management, Inc. | 8 | 8 | 0.25% | 0.31% | 0.38% | Q1 2020 | Q4 2021 | 8 |
Cassia Capital Partners, LLC | 8 | 8 | 0.21% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
BLAIR WILLIAM & CO/IL | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.00% | 0.02% | 0.02% | Q2 2017 | Q3 2019 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 8 | 8 | 0.06% | 0.37% | 0.68% | Q2 2020 | Q1 2022 | 8 |
SPINNAKER TRUST | 6 | 1 | 0.02% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
Northwest Bancshares, Inc. | 7 | 7 | 0.24% | 0.25% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 7 |
Guidant Wealth Advisors | 4 | 3 | 0.05% | 0.07% | 0.16% | Q4 2016 | Q3 2019 | 7 |
Cornell Pochily Investment Advisors, Inc. | 7 | 7 | 0.47% | 0.66% | 0.83% | Q1 2022 | Q3 2023 | 7 |
Dakota Wealth Management | 7 | 7 | 0.02% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
FCG ADVISORS, LLC | 7 | 7 | 0.08% | 0.09% | 0.09% | Q1 2019 | Q3 2020 | 7 |
Guidance Point Advisors, LLC | 7 | 7 | 0.70% | 1.23% | 1.60% | Q1 2022 | Q3 2023 | 7 |
Virtu KCG Holdings LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q2 2017 | 7 |
Redwood Financial Network Corp | 7 | 7 | 1.29% | 1.44% | 1.57% | Q1 2022 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.21% | 0.22% | 0.24% | Q2 2022 | Q4 2023 | 7 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 4 | 3 | 0.19% | 0.30% | 0.45% | Q4 2021 | Q3 2023 | 7 |
Journey Advisory Group, LLC | 7 | 7 | 0.05% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
InterOcean Capital Group, LLC | 6 | 6 | 0.04% | 0.12% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Prosperity Planning, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 6 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 0.40% | 2.41% | 3.89% | Q3 2020 | Q3 2023 | 6 |
FIRST INTERSTATE BANK | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Management LLC | 6 | 6 | 0.22% | 0.27% | 0.29% | Q4 2020 | Q1 2022 | 6 |
Mutual Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 6 |
Summit Asset Management, LLC | 6 | 6 | 2.65% | 3.31% | 3.64% | Q2 2022 | Q3 2023 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Newman Dignan & Sheerar, Inc. | 6 | 6 | 0.16% | 0.30% | 0.38% | Q2 2022 | Q3 2023 | 6 |
WJ Wealth Management, LLC | 5 | 5 | 0.18% | 3.00% | 5.92% | Q2 2022 | Q2 2023 | 6 |
Dorsey & Whitney Trust CO LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
WealthTrust Fairport, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.02% | 0.40% | 0.76% | Q2 2022 | Q3 2023 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.22% | 0.44% | 0.53% | Q2 2017 | Q3 2018 | 6 |
Trust Co | 6 | 6 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.14% | 0.27% | 0.35% | Q4 2021 | Q3 2023 | 6 |
Aviance Capital Partners, LLC | 6 | 6 | 1.10% | 1.21% | 1.36% | Q2 2022 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.07% | 0.11% | 0.22% | Q2 2022 | Q3 2023 | 6 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 6 | 6 | 0.34% | 0.92% | 1.11% | Q2 2022 | Q3 2023 | 6 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 6 | 6 | 0.54% | 0.74% | 1.37% | Q2 2022 | Q3 2023 | 6 |
Addison Advisors LLC | 6 | 6 | 0.01% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.18% | 0.20% | 0.22% | Q2 2022 | Q3 2023 | 6 |
AlphaCore Capital LLC | 6 | 6 | 0.04% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Maltin Wealth Management, Inc. | 5 | 5 | 0.63% | 1.04% | 1.65% | Q2 2022 | Q2 2023 | 5 |
Integrated Wealth Management | 4 | 1 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q1 2017 | 5 |
Element Wealth, LLC | 5 | 5 | 0.04% | 0.61% | 0.90% | Q3 2022 | Q3 2023 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 5 | 0.02% | 0.11% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Partners, LTD. | 5 | 5 | 0.10% | 0.26% | 0.33% | Q3 2022 | Q3 2023 | 5 |
IFG Advisory, LLC | 5 | 5 | 0.03% | 0.07% | 0.14% | Q1 2021 | Q1 2022 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q2 2023 | 5 |
Vigilant Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Prentice Wealth Management LLC | 4 | 1 | 0.02% | 0.12% | 0.18% | Q1 2021 | Q2 2022 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.02% | 0.23% | 0.41% | Q3 2022 | Q3 2023 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Kistler-Tiffany Companies, LLC | 5 | 5 | 0.09% | 0.18% | 0.31% | Q2 2022 | Q2 2023 | 5 |
Northstar Group, Inc. | 5 | 5 | 0.29% | 0.61% | 0.82% | Q3 2022 | Q3 2023 | 5 |
4J Wealth Management LLC | 5 | 5 | 0.53% | 0.96% | 1.35% | Q3 2022 | Q3 2023 | 5 |
Platte River Wealth Advisors, LLC | 5 | 5 | 0.90% | 1.84% | 2.55% | Q3 2022 | Q3 2023 | 5 |
Reliant Wealth Planning | 4 | 1 | 0.29% | 1.76% | 2.57% | Q2 2022 | Q3 2023 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2017 | 5 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q2 2017 | 5 |
Ironwood Financial, llc | 4 | 1 | 0.07% | 0.30% | 0.42% | Q1 2022 | Q3 2023 | 5 |
Retirement Group, LLC | 4 | 1 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q1 2021 | 5 |
Truvestments Capital LLC | 3 | 2 | 0.04% | 0.29% | 0.79% | Q2 2018 | Q3 2019 | 5 |
Advisors Capital Management, LLC | 5 | 5 | 0.28% | 0.48% | 0.71% | Q2 2022 | Q2 2023 | 5 |
Paradigm, Strategies in Wealth Management, LLC | 3 | 2 | 0.16% | 0.39% | 1.17% | Q1 2021 | Q3 2023 | 5 |
HAMEL ASSOCIATES, INC. | 5 | 5 | 1.73% | 2.21% | 2.51% | Q3 2022 | Q3 2023 | 5 |
Baystate Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BlackRock Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
CHILDRESS CAPITAL ADVISORS, LLC | 4 | 1 | 0.07% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 5 |
Royal Harbor Partners, LLC | 5 | 5 | 0.21% | 4.77% | 6.88% | Q2 2022 | Q2 2023 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.53% | 0.68% | 0.83% | Q3 2022 | Q3 2023 | 5 |
Cornerstone Wealth Management, LLC | 3 | 2 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 5 |
Baltimore-Washington Financial Advisors, Inc. | 4 | 4 | 0.10% | 0.31% | 0.50% | Q4 2022 | Q3 2023 | 4 |
WEALTH EFFECTS LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
DEUTSCHE BANK AG\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Geneva Partners, LLC | 4 | 4 | 0.22% | 0.78% | 1.74% | Q2 2022 | Q1 2023 | 4 |
HARVEY CAPITAL MANAGEMENT INC | 4 | 4 | 0.16% | 0.20% | 0.22% | Q3 2016 | Q2 2017 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Balentine LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Waterford Advisors, LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
KHP Capital, LLC | 4 | 4 | 1.10% | 1.13% | 1.18% | Q4 2017 | Q3 2018 | 4 |
Chesley Taft & Associates LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Kingsview Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Freedom Investment Management, Inc. | 4 | 4 | 0.10% | 0.17% | 0.20% | Q1 2021 | Q4 2021 | 4 |
OPPENHEIMER & CO INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sigma Planning Corp | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Keeler Thomas Management LLC | 4 | 4 | 1.87% | 4.79% | 6.00% | Q4 2022 | Q3 2023 | 4 |
Karp Capital Management Corp | 2 | 2 | 1.98% | 3.25% | 4.19% | Q2 2021 | Q3 2022 | 4 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2022 | 4 |
FIRST NATIONAL TRUST CO | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Trust Co of Kansas | 4 | 4 | 6.02% | 6.44% | 7.01% | Q1 2020 | Q4 2020 | 4 |
SUMMITRY LLC | 4 | 4 | 2.10% | 2.27% | 2.43% | Q3 2022 | Q2 2023 | 4 |
Centric Wealth Management | 4 | 4 | 0.71% | 1.04% | 1.56% | Q3 2022 | Q2 2023 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 0.56% | 0.58% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Masso Torrence Wealth Management Inc. | 4 | 4 | 0.86% | 0.96% | 1.04% | Q4 2022 | Q3 2023 | 4 |
Eldridge Investment Advisors, Inc. | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
PSI Advisors, LLC | 4 | 4 | 0.02% | 0.14% | 0.33% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Delap Wealth Advisory, LLC | 4 | 4 | 0.20% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SWMG, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q3 2022 | Q2 2023 | 4 |
Savant Capital, LLC | 4 | 4 | 0.00% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
Foundation Wealth Management, LLC | 4 | 4 | 2.73% | 3.00% | 3.46% | Q4 2022 | Q3 2023 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 1.91% | 2.03% | 2.13% | Q4 2022 | Q3 2023 | 4 |
GOULD ASSET MANAGEMENT LLC /CA/ | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Safeguard Financial, LLC | 4 | 4 | 0.40% | 0.49% | 0.56% | Q4 2022 | Q3 2023 | 4 |
LITTLE HOUSE CAPITAL LLC | 4 | 4 | 0.31% | 0.39% | 0.44% | Q2 2021 | Q1 2022 | 4 |
Venture Visionary Partners LLC | 4 | 4 | 0.03% | 0.19% | 0.25% | Q4 2022 | Q3 2023 | 4 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 4 | 4 | 0.11% | 0.13% | 0.15% | Q1 2021 | Q4 2021 | 4 |
Glenview Trust Co | 4 | 4 | 0.15% | 0.26% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.07% | 0.30% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Timber Creek Capital Management LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q4 2022 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.63% | 0.67% | 0.70% | Q4 2018 | Q3 2019 | 4 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
MONECO Advisors, LLC | 3 | 3 | 0.31% | 0.31% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Tyler-Stone Wealth Management | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 3 |
Onex Canada Asset Management Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
McGlone Suttner Wealth Management, Inc. | 3 | 3 | 0.17% | 0.22% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Syntegra Private Wealth Group, LLC | 3 | 3 | 2.45% | 2.71% | 2.96% | Q1 2023 | Q3 2023 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BOKF, NA | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
AMG National Trust Bank | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Granite Bay Wealth Management, LLC | 3 | 3 | 0.56% | 1.00% | 1.40% | Q1 2023 | Q3 2023 | 3 |
ANCHOR CAPITAL ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SAX WEALTH ADVISORS, LLC | 3 | 3 | 0.17% | 0.37% | 0.52% | Q1 2023 | Q3 2023 | 3 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HOWLAND CAPITAL MANAGEMENT LLC | 3 | 3 | 0.25% | 0.41% | 0.64% | Q1 2023 | Q3 2023 | 3 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Black Swift Group, LLC | 3 | 3 | 0.08% | 0.22% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.02% | 0.11% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Carroll Financial Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 3 |
HM PAYSON & CO | 2 | 1 | 0.02% | 0.35% | 0.98% | Q3 2022 | Q3 2023 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Valmark Advisers, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 3 | 0.26% | 0.28% | 0.29% | Q1 2023 | Q3 2023 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q3 2019 | 3 |
Azimuth Capital Investment Management LLC | 3 | 3 | 0.01% | 0.07% | 0.17% | Q2 2022 | Q4 2022 | 3 |
Wealth Advisory Solutions, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q2 2020 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Willis Johnson & Associates, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
New England Private Wealth Advisors LLC | 3 | 3 | 0.11% | 0.22% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Tillar-Wenstrup Advisors, LLC | 3 | 3 | 0.10% | 0.96% | 2.43% | Q4 2021 | Q2 2022 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.72% | 1.27% | 1.59% | Q1 2023 | Q3 2023 | 3 |
Avior Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 3 |
Legacy CG, LLC | 2 | 1 | 0.33% | 0.77% | 1.63% | Q4 2021 | Q3 2022 | 3 |
L & S Advisors Inc | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.16% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Wick Capital Partners, LLC | 2 | 1 | 1.70% | 2.62% | 3.55% | Q4 2022 | Q3 2023 | 3 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
ADIRONDACK TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Management LLC | 2 | 2 | 0.12% | 0.19% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.22% | 0.26% | 0.31% | Q2 2017 | Q3 2019 | 2 |
Resonant Capital Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
1900 WEALTH MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Greenfield Savings Bank | 2 | 2 | 0.14% | 0.14% | 0.15% | Q3 2022 | Q4 2022 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2019 | Q2 2019 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Atria Investments, Inc | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Conrad Siegel Investment Advisors, Inc. | 2 | 2 | 0.30% | 0.32% | 0.34% | Q4 2022 | Q1 2023 | 2 |
Sentinus, LLC | 2 | 2 | 0.24% | 0.25% | 0.25% | Q1 2023 | Q2 2023 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.29% | 0.32% | 0.35% | Q1 2023 | Q2 2023 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.14% | 0.21% | Q4 2018 | Q1 2019 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Wealthspire Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2019 | Q4 2019 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
PYA Waltman Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Weaver Consulting Group | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Johnson Bixby & Associates, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Argent Wealth Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
New Hampshire Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Crew Capital Management, Ltd. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2023 | Q2 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sightline Wealth Advisors, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2023 | Q3 2023 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2020 | Q4 2020 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Marshall Financial Group LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2021 | Q4 2021 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Andesa Financial Management Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 4.53% | 4.53% | 4.53% | Q3 2023 | Q3 2023 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 5.13% | 5.13% | 5.13% | Q3 2017 | Q3 2017 | 1 |
Envision Financial Planning, LLC | 1 | 1 | 3.89% | 3.89% | 3.89% | Q3 2023 | Q3 2023 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
HARBOR ADVISORY CORP /MA/ | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2023 | Q3 2023 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Diversified, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Hills Bank & Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Pine Haven Investment Counsel, Inc | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
USCA RIA LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Riverview Trust Co | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2023 | Q3 2023 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DUNCKER STREETT & CO INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2023 | Q1 2023 | 1 |
SWM Advisors | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Insight Wealth Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Stokes & Hubbell Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Richard P Slaughter Associates Inc | 1 | 1 | 2.84% | 2.84% | 2.84% | Q4 2022 | Q4 2022 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
RETIREMENT GUYS FORMULA LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q4 2018 | Q4 2018 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
MKT Advisors LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Legacy Capital Partners, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
United Community Bank | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 1.50% | 1.50% | 1.50% | Q4 2021 | Q4 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.