Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 28 | 28 | 0.01% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 28 |
UBS Group AG | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 25 |
Well Done, LLC | 13 | 12 | 0.06% | 0.34% | 1.51% | Q1 2017 | Q3 2023 | 25 |
CWM, LLC | 17 | 8 | 0.00% | 0.01% | 0.15% | Q2 2017 | Q3 2023 | 25 |
Versant Capital Management, Inc | 24 | 24 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q4 2023 | 24 |
MORGAN STANLEY | 18 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 24 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 3 | 0.01% | 0.08% | 0.14% | Q1 2016 | Q3 2023 | 24 |
Cetera Advisor Networks LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
CAPITAL ADVISORS INC/OK | 23 | 23 | 0.02% | 0.17% | 0.44% | Q1 2018 | Q3 2023 | 23 |
ROYAL BANK OF CANADA | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.19% | 0.33% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.78% | 1.39% | 2.12% | Q1 2019 | Q3 2023 | 19 |
LPL Financial LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
3D ASSET MANAGEMENT, INC | 19 | 19 | 3.26% | 6.24% | 8.50% | Q1 2016 | Q3 2020 | 19 |
IFP Advisors, Inc | 8 | 3 | 0.00% | 0.03% | 0.26% | Q4 2017 | Q3 2023 | 19 |
Simplicity Solutions, LLC | 9 | 1 | 0.01% | 0.11% | 0.37% | Q2 2018 | Q3 2023 | 18 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Chicago Partners Investment Group LLC | 17 | 17 | 0.03% | 0.04% | 0.09% | Q4 2018 | Q4 2022 | 17 |
BlackRock Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
FMR LLC | 13 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
ATLAS CAPITAL ADVISORS LLC | 17 | 17 | 0.20% | 0.80% | 1.45% | Q3 2019 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 11 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
Kathmere Capital Management, LLC | 16 | 16 | 1.99% | 2.73% | 3.66% | Q4 2019 | Q3 2023 | 16 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.01% | 0.17% | 0.50% | Q4 2018 | Q3 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2019 | 16 |
CX Institutional | 15 | 1 | 0.00% | 0.06% | 0.14% | Q2 2018 | Q2 2022 | 16 |
FIFTH THIRD BANCORP | 16 | 16 | 0.02% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Merriman Wealth Management, LLC | 16 | 16 | 0.05% | 1.31% | 2.85% | Q4 2019 | Q3 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.06% | 0.22% | 0.44% | Q4 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q2 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
JPMORGAN CHASE & CO | 11 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
Allworth Financial LP | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
AdvisorNet Financial, Inc | 15 | 15 | 0.00% | 0.05% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Armbruster Capital Management, Inc. | 15 | 15 | 2.82% | 3.90% | 4.47% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.05% | 0.26% | 0.62% | Q4 2019 | Q3 2023 | 15 |
Raymond James Financial Services Advisors, Inc. | 8 | 7 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SCS Capital Management LLC | 14 | 14 | 0.20% | 0.63% | 1.55% | Q2 2020 | Q3 2023 | 14 |
GOLDMAN SACHS GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 14 |
HighTower Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Advisory Services Network, LLC | 10 | 2 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 14 |
Patriot Financial Group Insurance Agency, LLC | 14 | 14 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Brinker Capital Investments, LLC | 13 | 13 | 0.00% | 0.36% | 0.66% | Q1 2017 | Q1 2020 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Sand Hill Global Advisors, LLC | 13 | 13 | 0.02% | 0.04% | 0.17% | Q3 2020 | Q3 2023 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 13 | 0.00% | 0.38% | 0.54% | Q3 2020 | Q3 2023 | 13 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 1.94% | 2.13% | 2.31% | Q4 2020 | Q3 2023 | 12 |
3D/L Capital Management, LLC | 12 | 12 | 0.02% | 4.71% | 7.04% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.97% | 1.88% | 2.63% | Q4 2020 | Q3 2023 | 12 |
Hemington Wealth Management | 12 | 12 | 0.45% | 0.60% | 0.73% | Q4 2020 | Q3 2023 | 12 |
Equitable Holdings, Inc. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Red Wave Investments LLC | 12 | 12 | 0.56% | 0.65% | 0.72% | Q4 2020 | Q3 2023 | 12 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.12% | 0.15% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Stonebridge Capital Advisors LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Angeles Investment Advisors, LLC | 11 | 11 | 0.06% | 2.41% | 12.75% | Q1 2021 | Q3 2023 | 11 |
Atria Investments, Inc | 11 | 11 | 0.01% | 0.12% | 0.15% | Q1 2016 | Q3 2018 | 11 |
FIDUCIARY TRUST CO | 10 | 1 | 0.00% | 0.03% | 0.13% | Q4 2019 | Q4 2022 | 11 |
TCG Advisory Services, LLC | 11 | 11 | 1.02% | 1.52% | 1.83% | Q1 2021 | Q3 2023 | 11 |
Venturi Wealth Management, LLC | 7 | 1 | 0.01% | 0.33% | 1.91% | Q4 2019 | Q3 2023 | 11 |
Private Ocean, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Dorsey & Whitney Trust CO LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Wealth Alliance | 10 | 10 | 0.05% | 0.31% | 0.53% | Q2 2021 | Q3 2023 | 10 |
IRONWOOD WEALTH MANAGEMENT, INC. | 10 | 10 | 3.95% | 4.30% | 5.25% | Q2 2021 | Q3 2023 | 10 |
Bison Wealth, LLC | 10 | 10 | 0.06% | 0.13% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
WEALTHSOURCE PARTNERS, LLC | 10 | 10 | 0.18% | 0.96% | 1.59% | Q2 2021 | Q3 2023 | 10 |
AMERIPRISE FINANCIAL INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
One Wealth Advisors, LLC | 10 | 10 | 0.10% | 1.23% | 2.23% | Q2 2021 | Q3 2023 | 10 |
RHS Financial, LLC | 10 | 10 | 0.31% | 0.51% | 0.75% | Q2 2021 | Q3 2023 | 10 |
Robertson Stephens Wealth Management, LLC | 10 | 10 | 0.06% | 0.15% | 0.27% | Q2 2021 | Q3 2023 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Running Point Capital Advisors, LLC | 7 | 3 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Foster Group, Inc. | 10 | 10 | 0.05% | 0.25% | 0.38% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Capital Investment Advisory Services, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 10 |
SIGNATUREFD, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Smithfield Trust Co | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Goodwin Investment Advisory | 9 | 9 | 0.18% | 0.28% | 0.44% | Q3 2021 | Q3 2023 | 9 |
CGN Advisors LLC | 9 | 9 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q4 2023 | 9 |
FFT WEALTH MANAGEMENT LLC | 9 | 9 | 2.74% | 4.57% | 6.58% | Q3 2021 | Q3 2023 | 9 |
ZEKE CAPITAL ADVISORS, LLC | 9 | 9 | 1.92% | 2.13% | 2.46% | Q4 2020 | Q4 2022 | 9 |
MEEDER ASSET MANAGEMENT INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 9 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.16% | 0.49% | Q4 2017 | Q3 2023 | 9 |
LEO BROKERAGE, LLC | 4 | 2 | 0.55% | 0.73% | 1.06% | Q4 2020 | Q2 2023 | 8 |
Intelligence Driven Advisers, LLC | 8 | 8 | 0.17% | 0.90% | 2.09% | Q4 2021 | Q3 2023 | 8 |
MML INVESTORS SERVICES, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Keebeck Wealth Management, LLC | 8 | 8 | 0.11% | 0.58% | 1.20% | Q4 2021 | Q3 2023 | 8 |
True Link Financial Advisors, LLC | 8 | 8 | 0.06% | 0.22% | 0.55% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 8 | 8 | 0.02% | 0.17% | 0.25% | Q4 2021 | Q3 2023 | 8 |
UBS ASSET MANAGEMENT AMERICAS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
W ADVISORS, LLC | 8 | 8 | 0.48% | 1.05% | 1.29% | Q4 2021 | Q3 2023 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.36% | 0.44% | 0.65% | Q3 2021 | Q3 2023 | 8 |
LGL PARTNERS, LLC | 8 | 8 | 2.81% | 5.84% | 7.83% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Integrated Wealth Concepts LLC | 8 | 8 | 0.01% | 0.18% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Cypress Wealth Services, LLC | 8 | 8 | 0.24% | 0.61% | 0.89% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.06% | 0.30% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.16% | 0.31% | 0.42% | Q4 2021 | Q3 2023 | 8 |
TCWP LLC | 7 | 7 | 0.20% | 0.50% | 0.75% | Q1 2022 | Q3 2023 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.00% | 0.04% | 0.21% | Q3 2021 | Q1 2023 | 7 |
NWAM LLC | 7 | 7 | 0.02% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Creative Planning | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 7 |
CAPTRUST FINANCIAL ADVISORS | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Stratos Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 7 | 0.02% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Mayflower Financial Advisors, LLC | 7 | 7 | 0.07% | 0.22% | 0.29% | Q1 2022 | Q3 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.06% | 0.14% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Index Fund Advisors, Inc. | 4 | 3 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 7 |
Dentgroup LLC | 6 | 1 | 0.29% | 0.66% | 1.00% | Q1 2022 | Q4 2023 | 7 |
Avidian Wealth Solutions, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Jackson Creek Investment Advisors LLC | 7 | 7 | 0.36% | 0.39% | 0.42% | Q1 2022 | Q3 2023 | 7 |
B. Riley Wealth Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Elgethun Capital Management | 6 | 6 | 0.10% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
CreativeOne Wealth, LLC | 4 | 2 | 0.02% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 6 |
CFS Investment Advisory Services, LLC | 5 | 1 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 6 |
Plancorp, LLC | 6 | 6 | 0.19% | 0.45% | 0.53% | Q2 2022 | Q3 2023 | 6 |
SENTINEL TRUST CO LBA | 6 | 6 | 1.83% | 2.09% | 2.50% | Q2 2021 | Q3 2022 | 6 |
55I, LLC | 6 | 6 | 0.12% | 0.70% | 1.82% | Q2 2021 | Q3 2022 | 6 |
Johnson Bixby & Associates, LLC | 6 | 6 | 0.14% | 0.16% | 0.18% | Q2 2022 | Q3 2023 | 6 |
STIFEL FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
CSS LLC/IL | 6 | 6 | 0.01% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 6 |
FIRETHORN WEALTH PARTNERS, LLC | 5 | 1 | 0.62% | 0.72% | 0.81% | Q1 2022 | Q3 2023 | 6 |
BEACON FINANCIAL GROUP | 5 | 1 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 6 |
VANCE WEALTH, INC. | 6 | 6 | 0.89% | 1.24% | 1.62% | Q2 2022 | Q3 2023 | 6 |
High Falls Advisors, Inc | 5 | 1 | 0.08% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 6 |
ONE Advisory Partners, LLC | 5 | 1 | 0.19% | 1.04% | 1.24% | Q1 2022 | Q3 2023 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.14% | 0.31% | 0.37% | Q2 2022 | Q3 2023 | 6 |
ANGELES WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.18% | 0.67% | Q1 2022 | Q2 2023 | 6 |
BRIGGS ADVISORY GROUP, INC. | 6 | 6 | 0.25% | 0.40% | 0.48% | Q2 2022 | Q3 2023 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
JFS WEALTH ADVISORS, LLC | 5 | 5 | 0.03% | 0.08% | 0.11% | Q3 2021 | Q3 2022 | 5 |
CoreFirst Bank & Trust | 5 | 5 | 0.05% | 1.23% | 2.31% | Q3 2022 | Q3 2023 | 5 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 5 | 5 | 0.36% | 1.30% | 3.55% | Q4 2018 | Q4 2019 | 5 |
Stokes & Hubbell Capital Management, LLC | 5 | 5 | 0.73% | 1.24% | 1.53% | Q1 2018 | Q1 2019 | 5 |
BRIGHTON JONES LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Pinnacle Bancorp, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 5 |
JNBA Financial Advisors | 5 | 5 | 1.41% | 1.50% | 1.60% | Q3 2022 | Q3 2023 | 5 |
REGIONS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
ShoreHaven Wealth Partners, LLC | 5 | 5 | 2.66% | 2.82% | 3.04% | Q3 2022 | Q3 2023 | 5 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 5 |
Csenge Advisory Group | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
XPONANCE, INC. | 5 | 5 | 0.92% | 1.22% | 1.41% | Q4 2018 | Q4 2019 | 5 |
Clark Capital Management Group, Inc. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 5 |
PERSONAL CFO SOLUTIONS, LLC | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
McIlrath & Eck, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CAPITAL PERFORMANCE ADVISORS LLP | 5 | 5 | 0.20% | 0.22% | 0.23% | Q3 2022 | Q3 2023 | 5 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.69% | 0.85% | 1.05% | Q4 2022 | Q3 2023 | 4 |
Provident Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Valmark Advisers, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.09% | 0.15% | 0.23% | Q4 2022 | Q3 2023 | 4 |
PNC FINANCIAL SERVICES GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Concord Wealth Partners | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 4 |
HBC Financial Services, PLLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Ackerman Capital Advisors, LLC | 4 | 4 | 3.17% | 3.23% | 3.30% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Strategic Blueprint, LLC | 4 | 4 | 0.06% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 0.19% | 0.21% | 0.25% | Q4 2022 | Q3 2023 | 4 |
GeoWealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Lauterbach Financial Advisors, LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Keel Point, LLC | 4 | 4 | 0.06% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PARK AVENUE SECURITIES LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.07% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 4 |
G&S Capital LLC | 2 | 2 | 0.37% | 0.55% | 0.83% | Q4 2021 | Q3 2023 | 4 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 1 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 4 |
Nicholas Hoffman & Company, LLC. | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Warren Street Wealth Advisors, LLC | 4 | 4 | 0.32% | 0.33% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Paradigm Financial Advisors, LLC | 4 | 4 | 0.05% | 0.20% | 0.26% | Q1 2021 | Q4 2021 | 4 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DONALDSON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Weaver Consulting Group | 4 | 4 | 0.02% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 4 |
Beacon Pointe Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2023 | 4 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sawyer & Company, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
CITIGROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 3 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 3 |
Steward Partners Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Blackhawk Capital Partners LLC. | 2 | 1 | 0.31% | 0.33% | 0.37% | Q2 2021 | Q2 2022 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Spruce Investment Advisors LLC | 3 | 3 | 4.12% | 4.53% | 4.81% | Q2 2017 | Q4 2017 | 3 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Clayton Partners LLC | 3 | 3 | 1.34% | 1.74% | 1.96% | Q1 2023 | Q3 2023 | 3 |
PrairieView Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
US BANCORP \DE\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 3 |
SYM FINANCIAL Corp | 3 | 3 | 0.16% | 0.44% | 1.00% | Q4 2018 | Q2 2019 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.02% | 0.07% | 0.10% | Q1 2022 | Q4 2022 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 3 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Mason & Associates Inc | 3 | 3 | 1.42% | 2.39% | 3.00% | Q1 2022 | Q3 2022 | 3 |
TKG Advisors, LLC | 2 | 1 | 0.15% | 0.19% | 0.25% | Q1 2022 | Q3 2023 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
BLUESTEIN R H & CO LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.23% | 0.30% | 0.39% | Q4 2022 | Q3 2023 | 3 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Private Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 2 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2021 | Q1 2023 | 2 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Wealthspire Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Covenant Partners, LLC | 2 | 2 | 0.34% | 1.57% | 2.80% | Q4 2019 | Q1 2020 | 2 |
Security Financial Services, INC. | 1 | 1 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 2 |
Northland Capital Management LLC | 2 | 2 | 3.74% | 4.06% | 4.38% | Q1 2022 | Q2 2022 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PITCAIRN CO | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q2 2018 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Affinity Capital Advisors, LLC | 2 | 2 | 0.33% | 0.35% | 0.38% | Q2 2023 | Q3 2023 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2022 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Crabel Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.09% | Q1 2021 | Q2 2023 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
ANDERSON HOAGLAND & CO | 2 | 2 | 0.21% | 0.22% | 0.23% | Q1 2022 | Q2 2022 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2023 | Q3 2023 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Zullo Investment Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Integer Wealth Advisors Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2023 | Q4 2023 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2022 | Q3 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2023 | Q1 2023 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Addison Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SWMG, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Conservest Capital Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Savant Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SOL Capital Management CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2018 | Q4 2018 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BOKF, NA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Peninsula Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Park Place Capital Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Horst & Graben Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cambridge Investment Research Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Intergy Private Wealth, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2018 | Q4 2018 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pacific Wealth Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.