Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CWM, LLC | 16 | 8 | 0.00% | 0.26% | 0.50% | Q3 2017 | Q3 2023 | 24 |
WHITTIER TRUST CO | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
BANK OF AMERICA CORP /DE/ | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
MORGAN STANLEY | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
ROYAL BANK OF CANADA | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Cambridge Investment Research Advisors, Inc. | 23 | 23 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 23 |
UMB Bank, n.a. | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
BAILARD, INC. | 22 | 22 | 0.01% | 0.08% | 0.16% | Q1 2018 | Q2 2023 | 22 |
CX Institutional | 22 | 22 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
CITIGROUP INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
LPL Financial LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Accredited Investors Inc. | 21 | 21 | 0.08% | 0.20% | 0.38% | Q3 2018 | Q3 2023 | 21 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.00% | 0.05% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Financial Architects, Inc | 16 | 4 | 0.01% | 0.12% | 0.21% | Q2 2018 | Q2 2023 | 20 |
BlackRock Inc. | 11 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
UBS Group AG | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 20 | 20 | 0.05% | 0.09% | 0.16% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 20 |
Schneider Downs Wealth Management Advisors, LP | 18 | 2 | 0.06% | 0.09% | 0.16% | Q3 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
Gradient Investments LLC | 20 | 20 | 0.00% | 0.08% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Arkos Global Advisors | 20 | 20 | 0.04% | 0.24% | 0.60% | Q4 2018 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Advisory Services Network, LLC | 19 | 19 | 0.00% | 0.06% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Main Management LLC | 19 | 19 | 0.08% | 0.15% | 0.32% | Q2 2018 | Q4 2022 | 19 |
AllSquare Wealth Management LLC | 19 | 19 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
MML INVESTORS SERVICES, LLC | 19 | 19 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 19 |
RAYMOND JAMES & ASSOCIATES | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Bigelow Investment Advisors, LLC | 19 | 19 | 0.16% | 0.40% | 0.63% | Q1 2019 | Q3 2023 | 19 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Arlington Financial Advisors, LLC | 18 | 18 | 0.12% | 0.96% | 1.68% | Q2 2019 | Q3 2023 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Dynamic Advisor Solutions LLC | 18 | 18 | 0.19% | 0.25% | 0.32% | Q2 2019 | Q3 2023 | 18 |
Mascoma Wealth Management LLC | 12 | 6 | 0.01% | 0.46% | 0.99% | Q2 2018 | Q3 2023 | 18 |
Ameritas Investment Partners, Inc. | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
PDS Planning, Inc | 18 | 18 | 0.05% | 0.15% | 0.34% | Q4 2018 | Q1 2023 | 18 |
NOTTINGHAM ADVISORS, INC. | 18 | 18 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Rehmann Capital Advisory Group | 15 | 2 | 0.04% | 0.12% | 0.22% | Q1 2019 | Q3 2023 | 17 |
AMERIPRISE FINANCIAL INC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
HM PAYSON & CO | 9 | 8 | 0.00% | 0.01% | 0.08% | Q1 2019 | Q3 2023 | 17 |
ASSETMARK, INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Fisher Asset Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
PAYDEN & RYGEL | 17 | 17 | 0.02% | 0.09% | 0.16% | Q2 2019 | Q2 2023 | 17 |
ARBOR TRUST WEALTH ADVISORS, LLC | 16 | 16 | 0.22% | 0.28% | 0.38% | Q4 2019 | Q3 2023 | 16 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Private Ocean, LLC | 16 | 16 | 0.01% | 2.82% | 4.31% | Q4 2019 | Q3 2023 | 16 |
FIDUCIARY TRUST CO | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Baird Financial Group, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
STIFEL FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Miracle Mile Advisors, LLC | 16 | 16 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
CENTRAL TRUST Co | 16 | 16 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Braun-Bostich & Associates Inc. | 10 | 6 | 0.93% | 1.95% | 3.06% | Q2 2019 | Q2 2023 | 16 |
Buffington Mohr McNeal | 15 | 1 | 0.04% | 0.25% | 0.31% | Q1 2019 | Q1 2023 | 16 |
Savant Capital, LLC | 15 | 15 | 0.05% | 0.12% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Parkside Advisors LLC | 15 | 15 | 0.09% | 0.41% | 0.55% | Q2 2020 | Q4 2023 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
FinTrust Capital Advisors, LLC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2022 | 15 |
Bartlett & Co. LLC | 15 | 15 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2023 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Capital Analysts, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.22% | 0.39% | 0.70% | Q1 2020 | Q4 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 13 | 2 | 0.00% | 0.05% | 0.10% | Q2 2019 | Q1 2023 | 15 |
Cetera Investment Advisers | 15 | 15 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
PFS INVESTMENTS INC. | 15 | 15 | 0.02% | 0.19% | 0.32% | Q4 2019 | Q2 2023 | 15 |
Raymond James Financial Services Advisors, Inc. | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Lee Financial Co | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
EASTERN BANK | 13 | 1 | 0.07% | 0.17% | 0.23% | Q1 2019 | Q3 2023 | 14 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.04% | 0.15% | Q1 2018 | Q3 2023 | 14 |
Brookstone Capital Management | 14 | 14 | 0.04% | 0.12% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Van Hulzen Asset Management, LLC | 10 | 4 | 0.02% | 0.04% | 0.12% | Q1 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
TimeScale Financial, Inc. | 14 | 14 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q2 2023 | 14 |
Firestone Capital Management | 14 | 14 | 0.06% | 0.11% | 0.16% | Q4 2019 | Q1 2023 | 14 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
Orgel Wealth Management, LLC | 14 | 14 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Geneos Wealth Management Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 14 |
Baldrige Asset Management LLC | 14 | 14 | 0.37% | 1.01% | 1.39% | Q4 2019 | Q1 2023 | 14 |
Horst & Graben Wealth Management LLC | 13 | 13 | 0.06% | 0.30% | 0.84% | Q1 2020 | Q1 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.11% | 0.22% | 0.41% | Q4 2020 | Q4 2023 | 13 |
RFG Advisory, LLC | 13 | 13 | 0.02% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Orion Portfolio Solutions, LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
PFG Advisors | 13 | 13 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Stewardship Advisors, LLC | 13 | 13 | 1.88% | 3.34% | 4.79% | Q4 2019 | Q4 2022 | 13 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 13 | 13 | 0.04% | 0.08% | 0.16% | Q1 2019 | Q1 2022 | 13 |
IFP Advisors, Inc | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 13 |
Strategic Point Investment Advisors, LLC | 13 | 13 | 0.04% | 0.12% | 0.28% | Q3 2020 | Q3 2023 | 13 |
ST GERMAIN D J CO INC | 10 | 3 | 0.04% | 0.21% | 1.04% | Q3 2020 | Q4 2023 | 13 |
BLAIR WILLIAM & CO/IL | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Willow Creek Wealth Management Inc. | 13 | 13 | 0.10% | 0.15% | 0.24% | Q3 2020 | Q3 2023 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 12 | 0.00% | 0.02% | 0.08% | Q3 2020 | Q2 2023 | 12 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.02% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 12 |
Baystate Wealth Management LLC | 12 | 12 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Community Bank, N.A. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Alexandria Capital, LLC | 12 | 12 | 0.08% | 0.12% | 0.17% | Q4 2018 | Q3 2021 | 12 |
JNBA Financial Advisors | 12 | 12 | 0.01% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Affinity Capital Advisors, LLC | 12 | 12 | 0.43% | 1.08% | 1.66% | Q4 2020 | Q3 2023 | 12 |
HighTower Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 12 | 12 | 0.07% | 0.18% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.22% | 0.42% | 0.59% | Q4 2020 | Q3 2023 | 12 |
PITTENGER & ANDERSON INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Opal Wealth Advisors, LLC | 12 | 12 | 0.72% | 1.14% | 1.39% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.04% | 0.08% | 0.15% | Q4 2020 | Q3 2023 | 12 |
WADE G W & INC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Wescott Financial Advisory Group, LLC | 12 | 12 | 0.71% | 0.98% | 1.54% | Q4 2020 | Q3 2023 | 12 |
Hardy Reed LLC | 12 | 12 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Resonant Capital Advisors, LLC | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Larson Financial Group LLC | 12 | 12 | 0.00% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Front Row Advisors LLC | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Goodwin Investment Advisory | 12 | 12 | 0.00% | 0.03% | 0.20% | Q4 2020 | Q3 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Leonard Rickey Investment Advisors P.L.L.C. | 11 | 11 | 0.13% | 0.39% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Morningstar Investment Services LLC | 6 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
One Day In July LLC | 11 | 11 | 0.11% | 0.21% | 0.36% | Q1 2021 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.03% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 11 |
TRUEFG, LLC | 11 | 11 | 0.11% | 0.15% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Sigma Planning Corp | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Ancora Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Better Money Decisions, LLC | 11 | 11 | 0.85% | 1.22% | 1.74% | Q1 2021 | Q3 2023 | 11 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11 | 11 | 0.02% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Klaas Financial Asset Advisors, LLC | 11 | 11 | 0.00% | 0.25% | 0.52% | Q1 2021 | Q3 2023 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
PrairieView Partners, LLC | 11 | 11 | 0.00% | 0.05% | 0.20% | Q1 2021 | Q3 2023 | 11 |
VERITY Wealth Advisors | 11 | 11 | 0.19% | 0.45% | 0.62% | Q2 2021 | Q4 2023 | 11 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2022 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.13% | 0.51% | Q4 2020 | Q2 2023 | 11 |
Private Advisor Group, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 11 |
REDW Wealth LLC | 11 | 11 | 0.07% | 0.11% | 0.14% | Q3 2020 | Q1 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Cribstone Capital Management, LLC | 11 | 11 | 0.29% | 0.36% | 0.42% | Q2 2020 | Q4 2022 | 11 |
Kelman-Lazarov, Inc. | 11 | 11 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Parallel Advisors, LLC | 9 | 2 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 11 |
ARROW FINANCIAL CORP | 11 | 11 | 0.05% | 0.14% | 0.25% | Q1 2021 | Q3 2023 | 11 |
DEUTSCHE BANK AG\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
STALEY CAPITAL ADVISERS INC | 11 | 11 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Johnson Financial Group, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
JPMORGAN CHASE & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
One Capital Management, LLC | 10 | 10 | 0.03% | 0.12% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 10 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 10 | 10 | 0.06% | 0.12% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Acorns Advisers, LLC | 10 | 10 | 0.03% | 0.12% | 0.17% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.10% | 0.16% | Q1 2021 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Wells Financial Advisors INC | 5 | 5 | 0.01% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.14% | 0.25% | 0.31% | Q2 2021 | Q3 2023 | 10 |
NEXT Financial Group, Inc | 6 | 4 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q4 2021 | 10 |
Summit Wealth Group, LLC | 8 | 2 | 0.27% | 1.66% | 2.41% | Q1 2021 | Q3 2023 | 10 |
Bank Julius Baer & Co. Ltd, Zurich | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Baker Avenue Asset Management, LP | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Rathbones Group PLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
FMR LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
WEALTHSOURCE PARTNERS, LLC | 9 | 1 | 0.03% | 0.11% | 0.28% | Q4 2019 | Q4 2022 | 10 |
Bangor Savings Bank | 10 | 10 | 0.04% | 0.06% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Betterment LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 10 |
Blue Edge Capital, LLC | 9 | 9 | 0.04% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
MATHER GROUP, LLC. | 9 | 9 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Johnson Bixby & Associates, LLC | 9 | 9 | 0.06% | 0.21% | 0.33% | Q3 2021 | Q3 2023 | 9 |
IMPACTfolio, LLC | 9 | 9 | 1.49% | 2.31% | 4.23% | Q4 2021 | Q4 2023 | 9 |
MMA ASSET MANAGEMENT LLC | 9 | 9 | 0.86% | 0.94% | 1.02% | Q1 2021 | Q1 2023 | 9 |
Walkner Condon Financial Advisors LLC | 5 | 1 | 0.06% | 0.11% | 0.26% | Q4 2019 | Q3 2023 | 9 |
Omega Financial Group, LLC | 9 | 9 | 0.17% | 0.60% | 0.96% | Q3 2021 | Q3 2023 | 9 |
Cetera Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
PARK AVENUE SECURITIES LLC | 7 | 1 | 0.00% | 0.03% | 0.10% | Q3 2020 | Q4 2022 | 8 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
HSBC HOLDINGS PLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
LifePlan Financial Group, Inc | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.10% | 0.23% | Q2 2020 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
First Pacific Financial | 8 | 8 | 0.33% | 4.63% | 7.05% | Q4 2021 | Q3 2023 | 8 |
Fort Point Capital Partners LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Sugarloaf Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2022 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.53% | 0.58% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 0.32% | 0.46% | 0.62% | Q4 2021 | Q3 2023 | 8 |
M Financial Asset Management, Inc. | 8 | 8 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q1 2023 | 8 |
Cable Hill Partners, LLC | 6 | 2 | 0.10% | 0.18% | 0.26% | Q3 2021 | Q3 2023 | 8 |
One Wealth Advisors, LLC | 8 | 8 | 0.10% | 0.30% | 0.63% | Q1 2021 | Q4 2022 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 0.27% | 0.49% | 0.82% | Q4 2021 | Q3 2023 | 8 |
Perigon Wealth Management, LLC | 3 | 1 | 0.01% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.01% | 0.05% | 0.18% | Q4 2021 | Q3 2023 | 8 |
GOULD ASSET MANAGEMENT LLC /CA/ | 5 | 1 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 8 |
TRUIST FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.49% | 0.73% | 0.93% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.39% | 0.66% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
EP Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
McKinley Carter Wealth Services, Inc. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
ALESCO ADVISORS LLC | 8 | 8 | 0.23% | 0.27% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Clarius Group, LLC | 7 | 7 | 0.30% | 0.35% | 0.45% | Q1 2021 | Q3 2022 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
Financial Engines Advisors L.L.C. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DAVENPORT & Co LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Destination Wealth Management | 7 | 7 | 0.14% | 0.28% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Fortis Capital Management LLC | 7 | 7 | 0.36% | 0.64% | 0.86% | Q1 2022 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q4 2022 | 7 |
Laurel Wealth Planning LLC | 7 | 7 | 0.52% | 2.02% | 2.45% | Q3 2021 | Q1 2023 | 7 |
Belpointe Asset Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
Your Advocates Ltd., LLP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Regal Wealth Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
GenTrust, LLC | 5 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2023 | 7 |
Marshall Financial Group LLC | 7 | 7 | 0.09% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Bond & Devick Financial Network, Inc. | 7 | 7 | 0.18% | 0.34% | 0.49% | Q1 2021 | Q3 2022 | 7 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 7 | 7 | 0.19% | 0.34% | 0.56% | Q3 2021 | Q1 2023 | 7 |
American Portfolios Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Covington Capital Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
CPWM, LLC | 7 | 7 | 0.03% | 0.07% | 0.09% | Q1 2021 | Q3 2022 | 7 |
GOLDMAN SACHS GROUP INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Avantax Planning Partners, Inc. | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
RWA WEALTH PARTNERS, LLC | 6 | 6 | 0.08% | 0.34% | 0.73% | Q1 2019 | Q2 2020 | 6 |
Atria Investments, Inc | 3 | 1 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 6 | 6 | 0.09% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
SYNOVUS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Running Point Capital Advisors, LLC | 6 | 6 | 0.18% | 0.26% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Evergreen Wealth Solutions, LLC | 6 | 6 | 0.95% | 1.52% | 2.10% | Q4 2021 | Q1 2023 | 6 |
BOSTON FINANCIAL MANGEMENT LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
PECAUT & CO. | 6 | 6 | 0.22% | 0.34% | 0.45% | Q4 2021 | Q1 2023 | 6 |
55I, LLC | 5 | 1 | 0.02% | 0.07% | 0.16% | Q3 2020 | Q1 2022 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Parsec Financial Management, Inc. | 6 | 6 | 0.02% | 0.20% | 0.33% | Q4 2021 | Q1 2023 | 6 |
Francis Financial, Inc. | 6 | 6 | 0.84% | 3.57% | 6.60% | Q2 2022 | Q3 2023 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
HBC Financial Services, PLLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
WCG Wealth Advisors LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Creative Planning | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
RETIREMENT INCOME SOLUTIONS, INC | 6 | 6 | 0.06% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 6 |
ETF Portfolio Partners, Inc. | 5 | 1 | 0.08% | 0.12% | 0.13% | Q2 2021 | Q1 2023 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 6 | 0.11% | 0.12% | 0.14% | Q1 2019 | Q2 2020 | 6 |
PRUDENTIAL FINANCIAL INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 5 |
MFA WEALTH ADVISORS, LLC | 4 | 1 | 0.01% | 0.29% | 0.64% | Q2 2020 | Q3 2021 | 5 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Armor Investment Advisors, LLC | 5 | 5 | 0.07% | 0.12% | 0.16% | Q3 2022 | Q3 2023 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Aptus Capital Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 5 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q2 2022 | 5 |
Buckingham Capital Management, Inc. | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.38% | 0.46% | 0.57% | Q4 2021 | Q4 2022 | 5 |
Rede Wealth, LLC | 5 | 5 | 0.10% | 0.13% | 0.15% | Q2 2022 | Q2 2023 | 5 |
Archer Investment Corp | 5 | 5 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q3 2020 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WealthShield Partners, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 5 |
Diversified Portfolios, Inc. | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Compton Wealth Advisory Group, LLC | 5 | 5 | 0.09% | 0.11% | 0.14% | Q1 2021 | Q1 2022 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2021 | 5 |
tru Independence LLC | 3 | 1 | 0.00% | 0.05% | 0.15% | Q4 2019 | Q2 2021 | 5 |
Mattern Wealth Management LLC | 5 | 5 | 0.06% | 0.81% | 3.56% | Q4 2020 | Q4 2021 | 5 |
Sharkey, Howes & Javer | 4 | 1 | 0.07% | 0.20% | 0.35% | Q1 2021 | Q4 2022 | 5 |
Levy Wealth Management Group, LLC | 5 | 5 | 0.24% | 0.35% | 0.45% | Q3 2022 | Q3 2023 | 5 |
Brio Consultants, LLC | 5 | 5 | 0.20% | 0.23% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Horan Securities, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Plancorp, LLC | 2 | 2 | 0.05% | 0.12% | 0.20% | Q1 2022 | Q3 2023 | 4 |
Bridgeworth, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 4 |
HEADINVEST, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 4 |
Prostatis Group LLC | 4 | 4 | 2.06% | 2.26% | 2.47% | Q1 2021 | Q4 2021 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CreativeOne Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Corrigan Financial, Inc. | 4 | 4 | 0.08% | 0.11% | 0.13% | Q1 2022 | Q4 2022 | 4 |
Stonebridge Capital Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 4 |
Vision Capital Management, Inc. | 4 | 4 | 0.17% | 0.20% | 0.24% | Q3 2021 | Q2 2022 | 4 |
Flagstone Financial Management | 4 | 4 | 0.74% | 0.85% | 0.96% | Q4 2022 | Q3 2023 | 4 |
SigFig Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
FRANKLIN RESOURCES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Capital Management ULC | 4 | 4 | 0.38% | 0.45% | 0.57% | Q4 2022 | Q3 2023 | 4 |
HUNTINGTON NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Prism Advisors, Inc. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q2 2023 | 4 |
Watson Rebecca | 4 | 4 | 0.16% | 0.25% | 0.30% | Q4 2019 | Q3 2020 | 4 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 1.96% | 2.07% | 2.15% | Q4 2022 | Q3 2023 | 4 |
Litman Gregory Wealth Management LLC | 2 | 2 | 0.04% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 4 |
McClarren Financial Advisors, Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Goepper Burkhardt LLC | 4 | 4 | 0.16% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 2.51% | 2.93% | 3.38% | Q4 2022 | Q3 2023 | 4 |
LaSalle Street Capital Management, LLC | 3 | 1 | 0.23% | 0.24% | 0.24% | Q3 2018 | Q3 2019 | 4 |
AE Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 4 |
Institute for Wealth Management, LLC. | 4 | 4 | 0.11% | 0.12% | 0.13% | Q1 2019 | Q4 2019 | 4 |
Cardinal Point Wealth Management Partners, LLC | 4 | 4 | 0.20% | 0.26% | 0.33% | Q4 2021 | Q3 2022 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.19% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FORVIS Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SimpliFi, Inc. | 4 | 4 | 0.13% | 0.14% | 0.16% | Q3 2018 | Q2 2019 | 4 |
C-J Advisory, Inc. | 3 | 3 | 0.46% | 0.76% | 0.91% | Q1 2021 | Q3 2021 | 3 |
Anfield Capital Management, LLC | 3 | 3 | 0.36% | 0.45% | 0.51% | Q4 2019 | Q2 2020 | 3 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 3 | 3 | 0.43% | 0.45% | 0.47% | Q4 2021 | Q2 2022 | 3 |
Wealthsimple US, Ltd. | 3 | 3 | 3.00% | 3.11% | 3.23% | Q3 2020 | Q1 2021 | 3 |
Capital CS Group, LLC | 3 | 3 | 0.31% | 0.44% | 0.66% | Q2 2021 | Q4 2021 | 3 |
Essential Planning, LLC. | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
AFFINIA FINANCIAL GROUP, LLC | 3 | 3 | 0.78% | 0.86% | 0.93% | Q4 2022 | Q2 2023 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Capital Advisors Wealth Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q1 2023 | 3 |
FLOW TRADERS U.S. LLC | 3 | 3 | 0.02% | 0.11% | 0.21% | Q2 2020 | Q4 2020 | 3 |
Mutual Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Austin Private Wealth, LLC | 3 | 3 | 0.05% | 0.08% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Aprio Wealth Management, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
WFA of San Diego, LLC | 2 | 1 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
OLD DOMINION CAPITAL MANAGEMENT INC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q3 2021 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Symmetry Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
US BANCORP \DE\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Private Capital Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Strategic Blueprint, LLC | 3 | 3 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Tortoise Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Veritable, L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q4 2020 | 3 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Astoria Portfolio Advisors LLC. | 3 | 3 | 0.50% | 0.62% | 0.84% | Q4 2021 | Q2 2022 | 3 |
Hilltop Partners LLC | 2 | 2 | 0.10% | 0.14% | 0.18% | Q4 2022 | Q1 2023 | 2 |
AGF MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Rosenberg Matthew Hamilton | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
RHS Financial, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Northwest Bancshares, Inc. | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Prosperity Planning, Inc. | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2022 | 2 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 0.12% | 0.36% | 0.60% | Q3 2018 | Q2 2021 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.25% | 0.35% | 0.44% | Q1 2020 | Q2 2020 | 2 |
REGATTA CAPITAL GROUP, LLC | 2 | 2 | 0.46% | 0.47% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Pensionmark Financial Group, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
HILL ISLAND FINANCIAL LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 2 |
Wealth Alliance | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Financial Advocates Investment Management | 1 | 1 | 0.06% | 0.15% | 0.23% | Q4 2021 | Q4 2022 | 2 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 2 | 2 | 0.05% | 0.11% | 0.17% | Q3 2018 | Q4 2018 | 2 |
DOHJ, LLC | 1 | 1 | 0.11% | 0.13% | 0.15% | Q3 2021 | Q1 2022 | 2 |
Orion Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Cutler Group LLC / CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Athanor Capital, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Knuff & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Colorado Capital Management, Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Ally Invest Advisors Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Ascent Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Spectrum Planning & Advisory Services Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2021 | Q2 2021 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 3.30% | 3.30% | 3.30% | Q3 2023 | Q3 2023 | 1 |
Rain Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PRESILIUM PRIVATE WEALTH, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Aries Wealth Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Advisor OS, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2020 | Q2 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Northwest Capital Management Inc | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
UNIONVIEW, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.