ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 28280.00%0.05%0.12%Q4 2016Q3 202328
BlackRock Inc. 28280.00%0.01%0.07%Q4 2016Q3 202328
Baystate Wealth Management LLC 27270.08%0.31%0.46%Q1 2017Q3 202327
Litman Gregory Wealth Management LLC 2520.07%0.69%5.06%Q4 2016Q3 202327
FIFTH THIRD BANCORP 27270.00%0.57%1.42%Q1 2017Q3 202327
UBS Group AG 27270.00%0.03%0.06%Q1 2017Q3 202327
Asset Dedication, LLC 2610.01%0.05%0.11%Q4 2016Q3 202327
ROYAL BANK OF CANADA 27270.00%0.01%0.01%Q1 2017Q3 202327
Snowden Capital Advisors LLC 1980.01%0.08%0.34%Q4 2016Q3 202327
Sage Advisory Services, Ltd.Co. 26260.03%0.20%0.44%Q2 2017Q3 202326
GOULD ASSET MANAGEMENT LLC /CA/ 26260.16%0.36%0.57%Q2 2017Q3 202326
LPL Financial LLC 26260.00%0.02%0.03%Q2 2017Q3 202326
Financial Architects, Inc 2240.03%0.14%0.22%Q4 2016Q2 202326
PNC FINANCIAL SERVICES GROUP, INC. 26260.00%0.02%0.04%Q2 2017Q3 202326
Geneos Wealth Management Inc. 26260.00%0.00%0.01%Q2 2017Q3 202326
JANE STREET GROUP, LLC 1410.00%0.01%0.08%Q2 2016Q3 202326
Veritable, L.P. 26260.01%0.01%0.02%Q1 2017Q2 202326
Parallel Advisors, LLC 1870.00%0.01%0.03%Q2 2017Q3 202325
WHITTIER TRUST CO OF NEVADA INC 25250.00%0.01%0.01%Q3 2017Q3 202325
Baker Avenue Asset Management, LP 13120.01%0.04%0.08%Q2 2017Q3 202325
MORGAN STANLEY 25250.00%0.02%0.05%Q3 2017Q3 202325
Private Ocean, LLC 25250.06%2.48%3.95%Q3 2017Q3 202325
TRUST CO OF VERMONT 1960.01%0.02%0.04%Q2 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.17%0.37%Q4 2017Q3 202324
SEI INVESTMENTS CO 24240.00%0.03%0.07%Q4 2017Q3 202324
D.A. DAVIDSON & CO. 24240.00%0.21%0.34%Q4 2017Q3 202324
WELLS FARGO & COMPANY/MN 2220.00%0.01%0.03%Q3 2017Q3 202324
PARK AVENUE SECURITIES LLC 24240.06%0.15%0.25%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.03%Q4 2017Q3 202324
GOLDMAN SACHS GROUP INC 24240.00%0.01%0.03%Q4 2017Q3 202324
CWM, LLC 1680.00%0.08%0.22%Q3 2017Q3 202324
JPMORGAN CHASE & CO 24240.00%0.02%0.05%Q4 2017Q3 202324
IFP Advisors, Inc 1710.00%0.02%0.09%Q1 2016Q3 202324
FLPUTNAM INVESTMENT MANAGEMENT CO 23230.08%1.54%2.50%Q1 2018Q3 202323
WHITTIER TRUST CO 23230.01%0.02%0.04%Q1 2018Q3 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23230.00%0.03%0.07%Q1 2018Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.01%0.07%0.12%Q1 2018Q3 202323
Advisory Services Network, LLC 23230.01%0.05%0.08%Q1 2018Q3 202323
Brinker Capital Investments, LLC 23230.00%0.01%0.02%Q2 2017Q4 202223
Windsor Capital Management, LLC 23230.68%2.41%3.74%Q1 2018Q3 202323
Raymond James Financial Services Advisors, Inc. 23230.00%0.01%0.01%Q1 2018Q3 202323
AMERIPRISE FINANCIAL INC 23230.00%0.02%0.04%Q1 2018Q3 202323
First Horizon Advisors, Inc. 1660.01%0.02%0.04%Q1 2018Q3 202322
North Star Investment Management Corp. 1750.00%0.01%0.04%Q1 2018Q3 202322
MML INVESTORS SERVICES, LLC 2110.01%0.09%0.17%Q2 2017Q3 202322
MISSION WEALTH MANAGEMENT, LP 22220.07%0.35%0.75%Q2 2018Q3 202322
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 2110.00%0.06%0.12%Q1 2018Q3 202322
PRIO WEALTH LIMITED PARTNERSHIP 22220.06%0.07%0.10%Q2 2018Q3 202322
Sterling Investment Advisors, Ltd. 22220.03%0.08%0.13%Q1 2017Q2 202222
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
RAYMOND JAMES TRUST N.A. 21210.01%0.03%0.05%Q3 2018Q3 202321
STIFEL FINANCIAL CORP 2010.00%0.01%0.01%Q4 2017Q3 202321
Kelman-Lazarov, Inc. 2010.10%0.16%0.27%Q2 2018Q3 202321
PITTENGER & ANDERSON INC 21210.00%0.02%0.02%Q3 2018Q3 202321
Chesley Taft & Associates LLC 21210.04%0.05%0.07%Q3 2018Q3 202321
Cetera Advisor Networks LLC 21210.01%0.04%0.13%Q3 2018Q3 202321
BLAIR WILLIAM & CO/IL 21210.00%0.06%0.09%Q3 2018Q3 202321
Accredited Investors Inc. 21210.06%0.23%0.37%Q3 2018Q3 202321
ENVESTNET ASSET MANAGEMENT INC 21210.01%0.08%0.16%Q3 2018Q3 202321
PDS Planning, Inc 21210.04%0.12%0.25%Q3 2018Q3 202321
Patriot Financial Group Insurance Agency, LLC 21210.00%0.14%0.32%Q3 2018Q3 202321
DEUTSCHE BANK AG\ 21210.00%0.00%0.00%Q3 2018Q3 202321
TRUSTCORE FINANCIAL SERVICES, LLC 21210.01%0.03%0.06%Q4 2017Q4 202221
MCF Advisors LLC 1830.00%0.00%0.01%Q2 2017Q3 202221
Aspire Private Capital, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Main Management LLC 20200.07%0.09%0.14%Q2 2018Q1 202320
Johnson Financial Group, LLC 20200.05%0.27%0.56%Q4 2018Q3 202320
Tarbox Family Office, Inc. 20200.01%0.06%0.09%Q4 2018Q3 202320
Wealthcare Advisory Partners LLC 1280.00%0.02%0.04%Q2 2018Q3 202320
Creative Planning 20200.01%0.03%0.05%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1820.00%0.07%0.13%Q2 2018Q3 202320
NATIXIS ADVISORS, L.P. 20200.02%0.03%0.03%Q4 2018Q3 202320
EP Wealth Advisors, LLC 20200.01%0.50%0.82%Q4 2018Q3 202320
CITIGROUP INC 1910.00%0.00%0.00%Q3 2018Q3 202320
Financial Advisors, LLC 20200.53%0.97%1.34%Q4 2018Q3 202320
KEYBANK NATIONAL ASSOCIATION/OH 20200.00%0.06%0.14%Q4 2018Q3 202320
Ellevest, Inc. 20202.35%3.45%3.90%Q4 2018Q3 202320
HighTower Advisors, LLC 20200.00%0.03%0.09%Q4 2018Q3 202320
BSW Wealth Partners 20200.48%1.17%3.59%Q4 2018Q3 202320
Financial Insights, Inc. 1810.34%1.17%2.15%Q4 2018Q3 202319
NOTTINGHAM ADVISORS, INC. 19190.58%0.90%1.13%Q1 2019Q3 202319
CIBC Asset Management Inc 19190.00%0.00%0.00%Q1 2019Q3 202319
Community Bank, N.A. 19190.04%0.05%0.07%Q1 2019Q3 202319
HALBERT HARGROVE GLOBAL ADVISORS, LLC 19190.04%0.18%1.20%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.04%0.10%0.19%Q1 2019Q3 202319
Bigelow Investment Advisors, LLC 19190.18%0.22%0.28%Q1 2019Q3 202319
Citadel Advisors 910.00%0.00%0.01%Q1 2018Q3 202319
FMR LLC 1450.00%0.00%0.00%Q4 2018Q3 202319
Private Advisor Group, LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
AllSquare Wealth Management LLC 19190.04%0.06%0.07%Q1 2019Q3 202319
THRIVENT FINANCIAL FOR LUTHERANS 19190.01%0.03%0.05%Q1 2019Q3 202319
PITCAIRN CO 19190.06%0.19%0.36%Q1 2019Q3 202319
Dorsey & Whitney Trust CO LLC 19190.05%0.09%0.14%Q1 2019Q3 202319
CAPTRUST FINANCIAL ADVISORS 19190.00%0.02%0.20%Q1 2019Q3 202319
Stratos Wealth Partners, LTD. 1710.00%0.01%0.02%Q1 2018Q3 202319
Cranbrook Wealth Management, LLC 19190.01%0.36%0.72%Q1 2019Q3 202319
Connecticut Wealth Management, LLC 1010.11%0.19%0.73%Q2 2018Q3 202319
Cambridge Investment Research Advisors, Inc. 19190.03%0.05%0.06%Q1 2019Q3 202319
VALLEY NATIONAL ADVISERS INC 19190.00%0.04%0.08%Q1 2019Q3 202319
Sowell Financial Services LLC 1020.04%0.09%0.25%Q1 2018Q3 202319
FIDUCIARY TRUST CO 19190.08%0.29%0.54%Q1 2019Q3 202319
REGENTATLANTIC CAPITAL LLC 18180.03%0.36%0.60%Q2 2018Q3 202218
AJ WEALTH STRATEGIES, LLC 18180.02%0.03%0.05%Q1 2019Q2 202318
FinTrust Capital Advisors, LLC 18180.00%0.02%0.04%Q2 2019Q3 202318
White Lighthouse Investment Management Inc. 18180.10%0.35%0.49%Q2 2019Q3 202318
Baird Financial Group, Inc. 1710.00%0.02%0.03%Q3 2018Q3 202318
VICUS CAPITAL 18180.04%0.12%0.19%Q2 2019Q3 202318
BANK OF MONTREAL /CAN/ 920.00%0.00%0.03%Q3 2017Q3 202318
Garde Capital, Inc. 18180.05%0.46%1.00%Q2 2019Q3 202318
J.P. Morgan Private Wealth Advisors LLC 1440.00%0.01%0.04%Q1 2019Q3 202318
TIEDEMANN ADVISORS, LLC 1710.02%0.22%0.63%Q4 2018Q3 202318
JNBA Financial Advisors 18180.00%0.24%0.42%Q2 2019Q3 202318
Mascoma Wealth Management LLC 1260.01%0.48%1.05%Q2 2018Q3 202318
Sand Hill Global Advisors, LLC 17170.04%0.27%0.42%Q3 2019Q3 202317
Parkside Advisors LLC 17170.12%0.60%0.86%Q4 2019Q4 202317
Blue Edge Capital, LLC 17170.12%0.42%0.58%Q3 2019Q3 202317
Vision Capital Management, Inc. 17170.05%0.28%0.48%Q3 2019Q3 202317
HOWLAND CAPITAL MANAGEMENT LLC 17170.47%0.96%1.21%Q3 2019Q3 202317
Ameritas Investment Partners, Inc. 17170.00%0.00%0.00%Q3 2019Q3 202317
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 17170.02%0.04%0.06%Q3 2019Q3 202317
LINCOLN NATIONAL CORP 17170.01%0.03%0.04%Q3 2019Q3 202317
ATLAS CAPITAL ADVISORS LLC 17170.02%0.06%0.09%Q3 2019Q3 202317
RAYMOND JAMES & ASSOCIATES 1610.00%0.00%0.01%Q4 2018Q3 202317
US BANCORP \DE\ 17170.00%0.05%0.09%Q3 2019Q3 202317
Walkner Condon Financial Advisors LLC 16160.12%0.20%0.48%Q4 2019Q3 202316
FAS Wealth Partners, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
Alaska Wealth Advisors 16160.08%0.24%0.34%Q4 2019Q3 202316
TOTH FINANCIAL ADVISORY CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
WESBANCO BANK INC 1150.01%0.06%0.12%Q3 2019Q3 202316
Personal Capital Advisors Corp 16160.56%1.37%2.00%Q1 2019Q4 202216
WEALTHSOURCE PARTNERS, LLC 16160.05%0.11%0.22%Q4 2019Q3 202316
Ally Invest Advisors Inc. 16160.14%1.29%1.87%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
NORTHERN TRUST CORP 16160.00%0.03%0.06%Q4 2019Q3 202316
HILLTOP WEALTH ADVISORS, LLC 16160.29%1.08%1.91%Q4 2019Q3 202316
BigSur Wealth Management LLC 16160.58%1.17%1.77%Q4 2019Q3 202316
Affinity Capital Advisors, LLC 16160.40%0.89%1.29%Q4 2019Q3 202316
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16160.10%0.53%0.84%Q4 2019Q3 202316
Betterment LLC 15150.23%0.64%0.82%Q1 2020Q3 202315
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15150.01%0.03%0.06%Q1 2020Q3 202315
Beacon Pointe Advisors, LLC 15150.02%0.02%0.04%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.04%0.07%Q1 2020Q3 202315
Highland Private Wealth Management 15151.19%2.70%3.48%Q1 2019Q3 202215
One Capital Management, LLC 15150.03%0.08%0.20%Q1 2020Q3 202315
Frisch Financial Group, Inc. 15150.25%0.65%0.76%Q1 2020Q3 202315
Relyea Zuckerberg Hanson LLC 15150.14%0.31%0.72%Q1 2020Q3 202315
First Financial Bank - Trust Division 15150.10%0.22%0.64%Q2 2020Q4 202315
LAKE STREET ADVISORS GROUP, LLC 15150.48%0.77%1.08%Q1 2020Q3 202315
McIlrath & Eck, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
PFS INVESTMENTS INC. 15150.01%0.08%0.14%Q4 2019Q2 202315
RHS Financial, LLC 15150.90%1.39%2.02%Q1 2020Q3 202315
RVW Wealth, LLC 15150.05%2.24%3.39%Q2 2020Q4 202315
Perigon Wealth Management, LLC 1410.04%0.11%0.18%Q3 2011Q3 202315
Savant Capital, LLC 15150.05%0.07%0.10%Q1 2020Q3 202315
Schneider Downs Wealth Management Advisors, LP 15150.10%0.13%0.20%Q1 2020Q3 202315
GRIMES & COMPANY, INC. 1410.01%0.05%0.07%Q4 2019Q3 202315
C-J Advisory, Inc. 15150.15%1.79%3.07%Q1 2018Q3 202115
Neumann Capital Management, LLC 15150.14%0.42%0.72%Q1 2020Q3 202315
Parsec Financial Management, Inc. 15150.04%0.43%0.53%Q3 2019Q1 202315
Pacific Center for Financial Services 1230.02%0.02%0.02%Q4 2019Q3 202315
ALESCO ADVISORS LLC 15150.04%0.22%0.38%Q1 2020Q3 202315
REDW Wealth LLC 15150.20%0.26%0.33%Q1 2020Q3 202315
Orion Portfolio Solutions, LLC 15150.00%0.02%0.04%Q1 2020Q3 202315
O'Brien Wealth Partners LLC 15150.08%1.05%2.64%Q1 2020Q3 202315
Roof Eidam Maycock Peralta, LLC 1410.03%2.44%3.06%Q3 2019Q3 202315
Van Hulzen Asset Management, LLC 15150.02%0.05%0.09%Q1 2020Q3 202315
Rockefeller Capital Management L.P. 15150.00%0.01%0.02%Q1 2020Q3 202315
Capital Analysts, LLC 15150.00%0.02%0.04%Q1 2020Q3 202315
Sargent Bickham Lagudis LLC 950.00%0.02%0.05%Q4 2018Q4 202214
CITIZENS FINANCIAL GROUP INC/RI 14140.00%1.31%3.03%Q2 2020Q3 202314
BRANDYWINE OAK PRIVATE WEALTH LLC 14140.04%0.13%0.22%Q2 2020Q3 202314
Cresset Asset Management, LLC 720.00%0.01%0.01%Q3 2019Q3 202314
ERn Financial, LLC 14140.10%0.12%0.15%Q2 2020Q3 202314
GenTrust, LLC 14140.05%0.07%0.11%Q2 2020Q3 202314
HARBOR INVESTMENT ADVISORY, LLC 1310.00%0.00%0.00%Q4 2019Q3 202314
Integrated Wealth Concepts LLC 14140.03%0.04%0.06%Q2 2020Q3 202314
SPINNAKER TRUST 14145.43%5.94%6.37%Q2 2020Q3 202314
Apella Capital, LLC 1130.13%0.44%0.65%Q2 2020Q4 202314
Clarius Group, LLC 14140.06%0.23%0.52%Q2 2020Q3 202314
WRAPMANAGER INC 14141.41%1.56%1.74%Q2 2020Q3 202314
LADENBURG THALMANN FINANCIAL SERVICES INC. 14140.00%0.03%0.11%Q3 2016Q4 201914
Brookstone Capital Management 14140.02%0.05%0.07%Q2 2020Q3 202314
SENTINEL TRUST CO LBA 14140.05%0.07%0.08%Q2 2020Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.01%Q2 2020Q3 202314
Trilogy Capital Inc. 14140.04%0.16%0.22%Q2 2020Q3 202314
Affiance Financial, LLC 14140.11%0.41%0.88%Q2 2020Q3 202314
IAG Wealth Partners, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
ENTERPRISE FINANCIAL SERVICES CORP 14140.08%0.12%0.21%Q1 2019Q2 202214
Bragg Financial Advisors, Inc 14140.02%0.03%0.04%Q2 2020Q3 202314
Ellis Investment Partners, LLC 14140.01%0.01%0.01%Q2 2019Q3 202214
QUADRANT CAPITAL GROUP LLC 14140.06%0.16%0.28%Q2 2020Q3 202314
TimeScale Financial, Inc. 14140.04%0.06%0.10%Q1 2020Q2 202314
UNITED CAPITAL FINANCIAL ADVISORS, LLC 610.00%0.00%0.01%Q1 2019Q3 202314
AlphaCore Capital LLC 1310.03%0.11%0.18%Q1 2020Q3 202314
Horst & Graben Wealth Management LLC 13130.08%0.31%0.51%Q3 2020Q3 202313
WealthShield Partners, LLC 820.00%0.27%0.85%Q1 2020Q3 202313
Aptus Capital Advisors, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Plante Moran Financial Advisors, LLC 13130.01%0.06%0.16%Q3 2020Q3 202313
APPLETON PARTNERS INC/MA 13130.02%0.03%0.04%Q4 2020Q4 202313
Diversified Trust Co 13130.01%0.05%0.07%Q4 2020Q4 202313
Baron Financial Group, LLC 13130.94%1.36%1.74%Q3 2020Q3 202313
Lowe Wealth Advisors, LLC 13130.02%0.04%0.05%Q4 2020Q4 202313
Haverford Trust Co 13130.00%0.01%0.01%Q3 2020Q3 202313
Fisher Asset Management, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
M&T BANK CORP 13130.00%0.08%0.13%Q3 2020Q3 202313
PRUDENTIAL FINANCIAL INC 1120.00%0.00%0.00%Q2 2020Q3 202313
MATHER GROUP, LLC. 13130.02%0.08%0.14%Q3 2020Q3 202313
COLONY GROUP LLC 810.01%0.01%0.02%Q3 2018Q1 202213
Capital Investment Advisory Services, LLC 13130.00%0.25%0.47%Q3 2020Q3 202313
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1210.01%0.01%0.02%Q4 2018Q3 202313
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.01%0.03%0.06%Q3 2020Q3 202313
FIDUCIENT ADVISORS LLC 13130.23%0.56%0.92%Q4 2018Q4 202113
BANK HAPOALIM BM 1210.52%1.21%7.18%Q4 2019Q2 202313
Tortoise Investment Management, LLC 13130.00%0.00%0.04%Q3 2020Q3 202313
SIGMA INVESTMENT COUNSELORS INC 1210.04%0.05%0.05%Q2 2020Q3 202313
DB Wealth Management Group, LLC 12120.04%0.04%0.05%Q4 2020Q3 202312
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.01%Q1 2020Q1 202312
DOHJ, LLC 12120.32%1.18%3.04%Q4 2020Q3 202312
Waypoint Wealth Partners Inc. 12121.07%1.95%3.52%Q4 2020Q3 202312
Portland Global Advisors LLC 12120.04%0.13%0.22%Q4 2020Q3 202312
GREENWOOD CAPITAL ASSOCIATES LLC 12120.17%0.39%0.81%Q1 2020Q4 202212
Bangor Savings Bank 12120.03%0.03%0.04%Q4 2020Q3 202312
Sugarloaf Wealth Management, LLC 12120.01%0.03%0.04%Q4 2020Q3 202312
Montecito Bank & Trust 12120.10%0.23%0.48%Q1 2021Q4 202312
TriaGen Wealth Management LLC 12120.92%1.26%1.70%Q4 2020Q3 202312
Wescott Financial Advisory Group, LLC 12120.07%0.14%0.22%Q4 2020Q3 202312
ASSETMARK, INC 930.00%0.00%0.01%Q3 2020Q3 202312
Goodwin Investment Advisory 12120.06%0.26%0.60%Q4 2020Q3 202312
Cerity Partners LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.12%0.21%0.33%Q4 2020Q3 202312
Levy Wealth Management Group, LLC 12120.16%0.29%0.42%Q4 2020Q3 202312
Pensionmark Financial Group, LLC 12120.05%0.08%0.13%Q4 2020Q3 202312
Elwood & Goetz Wealth Advisory Group, LLC 12120.18%0.41%0.78%Q4 2020Q3 202312
Bell Bank 12120.05%0.07%0.08%Q4 2020Q3 202312
Dynamic Advisor Solutions LLC 12120.08%0.18%0.30%Q4 2020Q3 202312
CGN Advisors LLC 930.04%0.11%0.23%Q4 2020Q4 202312
BOURGEON CAPITAL MANAGEMENT LLC 12120.00%0.02%0.02%Q4 2020Q3 202312
High Note Wealth, LLC 12125.85%7.31%8.87%Q4 2020Q3 202312
Clearstead Advisors, LLC 12120.00%0.01%0.03%Q4 2020Q3 202312
Financial Network Wealth Management LLC 12124.51%5.35%6.08%Q4 2020Q3 202312
Kestra Advisory Services, LLC 12120.01%0.10%0.26%Q4 2020Q3 202312
Frank, Rimerman Advisors LLC 12120.09%0.13%0.18%Q4 2020Q3 202312
Laurel Wealth Planning LLC 12123.24%4.67%6.62%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12121.15%5.16%7.20%Q4 2020Q3 202312
FIRST HAWAIIAN BANK 12120.02%0.03%0.10%Q4 2020Q3 202312
Peak Financial Management, Inc. 12120.10%0.15%0.22%Q4 2020Q3 202312
Austin Private Wealth, LLC 1110.07%0.12%0.19%Q3 2020Q3 202312
Gemmer Asset Management LLC 12120.04%0.05%0.07%Q4 2020Q3 202312
Cetera Investment Advisers 12120.02%0.03%0.05%Q4 2020Q3 202312
Aaron Wealth Advisors LLC 12120.04%0.07%0.10%Q4 2020Q3 202312
United Asset Strategies, Inc. 12120.03%0.04%0.06%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12121.35%2.02%2.46%Q4 2020Q3 202312
One Wealth Advisors, LLC 12120.12%0.57%0.78%Q4 2020Q3 202312
Private Capital Group, LLC 11110.01%0.04%0.06%Q3 2019Q1 202211
Arjuna Capital 740.05%0.13%0.20%Q1 2019Q4 202111
Sharkey, Howes & Javer 11110.16%0.39%1.18%Q1 2021Q3 202311
McKinley Carter Wealth Services, Inc. 11110.02%0.15%0.21%Q1 2021Q3 202311
Advisor Group, Inc. 11110.00%0.00%0.01%Q2 2017Q4 201911
Tillar-Wenstrup Advisors, LLC 11110.26%3.06%3.91%Q2 2020Q4 202211
PRIVATE CAPITAL MANAGEMENT LLC 11110.07%0.14%0.20%Q1 2021Q3 202311
Iron Horse Wealth Management, LLC 740.01%0.02%0.02%Q4 2020Q3 202311
Merriman Wealth Management, LLC 710.08%0.38%0.55%Q2 2019Q2 202311
McClarren Financial Advisors, Inc. 650.01%0.03%0.05%Q4 2020Q3 202311
PARTNERS CAPITAL INVESTMENT GROUP, LLP 11110.34%0.68%1.06%Q1 2021Q3 202311
Bank Julius Baer & Co. Ltd, Zurich 11110.01%0.01%0.02%Q1 2020Q3 202211
Spire Wealth Management 11110.00%0.01%0.02%Q1 2021Q3 202311
Bogart Wealth, LLC 11110.00%0.00%0.02%Q1 2021Q3 202311
CAMBRIDGE TRUST CO 11110.02%0.03%0.06%Q1 2021Q3 202311
BAILARD, INC. 11110.01%0.03%0.06%Q1 2021Q3 202311
Bremer Bank National Association 740.04%0.06%0.08%Q1 2019Q4 202211
WADE G W & INC 11110.02%0.03%0.04%Q1 2021Q3 202311
Cetera Advisors LLC 1010.00%0.01%0.01%Q1 2019Q3 202311
Chicago Capital, LLC 11110.02%0.02%0.02%Q1 2021Q3 202311
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 11110.06%0.11%0.31%Q1 2021Q3 202311
Plancorp, LLC 11110.10%0.18%0.40%Q1 2021Q3 202311
Fulcrum Capital LLC 650.08%0.51%3.49%Q3 2020Q3 202311
BESSEMER GROUP INC 11110.00%0.00%0.00%Q1 2021Q3 202311
HUNTINGTON NATIONAL BANK 10100.00%0.01%0.02%Q2 2021Q3 202311
Ancora Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Manning & Napier Group, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Harborview Advisors, LLC 620.20%0.61%1.11%Q3 2018Q3 202111
1ST SOURCE BANK 11110.01%0.03%0.04%Q1 2021Q3 202311
Center for Financial Planning, Inc. 11110.01%0.01%0.01%Q1 2021Q3 202311
WT Wealth Management 11110.12%0.18%0.27%Q1 2021Q3 202311
Opal Wealth Advisors, LLC 11110.17%0.27%0.34%Q4 2020Q2 202311
Clearview Wealth Advisors LLC 11110.00%0.01%0.01%Q4 2020Q2 202311
Key FInancial Inc 11110.01%0.02%0.02%Q1 2021Q3 202311
Foster Group, Inc. 11110.02%0.03%0.04%Q1 2021Q3 202311
Carroll Financial Associates, Inc. 11110.00%0.00%0.00%Q2 2017Q4 201911
SIGNATUREFD, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Wealthspire Advisors, LLC 910.00%0.01%0.01%Q4 2018Q3 202311
Summit Wealth Group, LLC 11110.29%1.57%2.51%Q1 2021Q3 202311
4Thought Financial Group Inc. 11110.02%0.02%0.02%Q1 2021Q3 202311
MEEDER ASSET MANAGEMENT INC 11110.00%0.03%0.10%Q1 2020Q3 202211
KB FINANCIAL PARTNERS, LLC 11110.09%0.12%0.15%Q1 2021Q3 202311
Pathway Financial Advisors LLC 820.08%0.10%0.11%Q4 2020Q3 202310
AE Wealth Management LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Wealthfront Advisers LLC 10100.01%0.17%0.27%Q2 2021Q3 202310
Acorns Advisers, LLC 10100.26%0.82%1.07%Q2 2021Q3 202310
VERITY Wealth Advisors 10100.27%0.36%0.48%Q3 2021Q4 202310
Concord Wealth Partners 10100.12%0.35%0.46%Q2 2021Q3 202310
Silicon Hills Wealth Management, LLC 10100.03%0.85%1.28%Q4 2019Q1 202210
Perennial Investment Advisors, LLC 640.05%0.08%0.11%Q1 2021Q3 202310
New England Private Wealth Advisors LLC 10100.06%0.29%0.58%Q2 2021Q3 202310
Equitable Holdings, Inc. 820.00%0.02%0.03%Q1 2020Q3 202310
Cribstone Capital Management, LLC 10100.00%0.05%0.06%Q3 2020Q4 202210
JMG Financial Group, Ltd. 10100.02%0.03%0.05%Q2 2021Q3 202310
Bellwether Advisors, LLC 10100.01%0.02%0.03%Q4 2020Q1 202310
MONETA GROUP INVESTMENT ADVISORS LLC 640.01%0.02%0.04%Q4 2020Q3 202310
CreativeOne Wealth, LLC 910.02%0.02%0.04%Q4 2020Q2 202310
Wealth Alliance 10100.06%0.13%0.21%Q2 2021Q3 202310
NORTH AMERICAN MANAGEMENT CORP 640.10%0.15%0.24%Q3 2018Q1 202110
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 10100.02%0.02%0.02%Q4 2020Q1 202310
ETRADE Capital Management LLC 10100.01%0.11%0.22%Q2 2018Q3 202010
Fort Point Capital Partners LLC 820.03%0.06%0.13%Q3 2019Q3 202310
CENTRAL TRUST Co 10100.00%0.05%0.08%Q2 2021Q3 202310
Burt Wealth Advisors 820.00%0.00%0.00%Q2 2018Q4 202010
Bartlett & Co. LLC 10100.00%0.01%0.01%Q3 2021Q4 202310
PECAUT & CO. 10100.07%0.09%0.10%Q2 2021Q3 202310
CIBC WORLD MARKET INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
OLD MISSION CAPITAL LLC 610.03%0.20%0.53%Q3 2019Q3 202310
Strategic Blueprint, LLC 10100.02%0.04%0.08%Q2 2021Q3 202310
Mercer Investments LLC 10101.56%1.84%2.61%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.03%0.05%Q2 2018Q3 202010
PLANNING ALTERNATIVES LTD /ADV 10100.06%0.14%0.20%Q2 2021Q3 202310
YorkBridge Wealth Partners, LLC 10100.00%0.00%0.00%Q1 2017Q2 201910
Laird Norton Wetherby Wealth Management, LLC 10100.07%0.18%0.30%Q2 2021Q3 202310
KESTRA PRIVATE WEALTH SERVICES, LLC 10100.01%0.06%0.11%Q2 2021Q3 202310
Simmons Bank 10100.05%0.10%0.14%Q2 2021Q3 202310
Pure Financial Advisors, LLC 510.02%0.03%0.04%Q2 2020Q4 202310
HARBOUR INVESTMENTS, INC. 640.01%0.03%0.08%Q1 2021Q3 202310
55I, LLC 10100.10%0.16%0.21%Q2 2020Q3 202210
Legacy Financial Advisors, Inc. 620.03%0.07%0.13%Q4 2017Q4 202010
SigFig Wealth Management, LLC 10100.02%0.05%0.06%Q2 2021Q3 202310
Janney Montgomery Scott LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Onyx Bridge Wealth Group LLC 640.07%0.23%0.51%Q1 2021Q3 202310
BUCKINGHAM STRATEGIC WEALTH, LLC 910.01%0.01%0.04%Q1 2020Q3 202310
American Portfolios Advisors 730.00%0.01%0.01%Q1 2018Q3 202210
B. Riley Wealth Advisors, Inc. 640.01%0.01%0.02%Q1 2021Q3 202310
Regal Investment Advisors LLC 10100.02%0.04%0.07%Q2 2021Q3 202310
Allworth Financial LP 910.00%0.00%0.01%Q4 2019Q3 202310
Ten Capital Wealth Advisors, LLC 990.00%0.00%0.00%Q1 2021Q1 20239
HARVEST GROUP WEALTH MANAGEMENT, LLC 990.06%0.36%0.65%Q1 2021Q1 20239
Wealth Dimensions Group, Ltd. 990.19%0.25%0.39%Q3 2021Q3 20239
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 990.01%0.01%0.02%Q4 2018Q4 20209
BOSTON FINANCIAL MANGEMENT LLC 990.01%0.02%0.03%Q3 2021Q3 20239
Magellan Asset Management Ltd 990.00%0.02%0.03%Q3 2021Q3 20239
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 990.01%0.03%0.08%Q3 2021Q3 20239
Wade Financial Advisory, Inc 990.10%0.22%0.45%Q3 2021Q3 20239
NewEdge Advisors, LLC 990.01%0.04%0.11%Q3 2021Q3 20239
OneDigital Investment Advisors LLC 520.01%0.01%0.02%Q1 2019Q3 20239
Bank of New York Mellon Corp 990.00%0.00%0.00%Q3 2021Q3 20239
Stearns Financial Services Group 990.10%0.17%0.23%Q3 2018Q3 20209
Weil Company, Inc. 630.10%0.18%0.26%Q2 2021Q3 20239
TRUEFG, LLC 990.11%0.13%0.15%Q3 2021Q3 20239
First Ascent Asset Management, LLC 990.30%0.60%0.76%Q3 2021Q3 20239
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 990.21%0.38%0.58%Q4 2020Q4 20229
Financial Engines Advisors L.L.C. 990.00%0.01%0.02%Q3 2021Q3 20239
MACQUARIE GROUP LTD 990.01%0.02%0.04%Q1 2021Q1 20239
Parcion Private Wealth LLC 720.02%2.74%5.96%Q1 2021Q3 20239
IMPACTfolio, LLC 9911.94%16.61%20.92%Q4 2021Q4 20239
Symmetry Partners, LLC 990.01%0.02%0.02%Q4 2021Q4 20239
HM PAYSON & CO 310.00%0.00%0.02%Q2 2019Q3 20239
Forefront Analytics, LLC 510.06%4.30%14.62%Q1 2020Q3 20239
Financial Enhancement Group LLC 990.01%0.01%0.02%Q1 2018Q1 20209
GREAT VALLEY ADVISOR GROUP, INC. 630.01%0.02%0.02%Q4 2020Q2 20239
Cougar Global Investments Ltd 990.00%0.00%0.00%Q1 2018Q1 20209
COLDSTREAM CAPITAL MANAGEMENT INC 540.02%0.03%0.04%Q2 2021Q3 20239
Renaissance Technologies 610.00%0.00%0.00%Q3 2020Q2 20239
AVANTAX ADVISORY SERVICES, INC. 990.01%0.01%0.01%Q3 2021Q3 20239
Global Retirement Partners, LLC 710.01%0.02%0.05%Q4 2018Q3 20239
Heritage Wealth Advisors 990.00%0.04%0.09%Q3 2021Q3 20239
Braun-Bostich & Associates Inc. 630.01%0.07%0.42%Q1 2018Q2 20209
Stephens Consulting, LLC 880.05%0.12%0.22%Q4 2021Q3 20238
Sequoia Financial Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Addison Advisors LLC 880.01%0.19%0.33%Q4 2021Q3 20238
Valeo Financial Advisors, LLC 530.00%0.02%0.04%Q1 2020Q3 20238
WARNER FINANCIAL, INC 880.16%0.19%0.21%Q4 2021Q3 20238
ALLIANCEBERNSTEIN L.P. 880.00%0.00%0.00%Q4 2021Q3 20238
TWIN FOCUS CAPITAL PARTNERS, LLC 880.04%0.05%0.05%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.34%0.42%0.58%Q4 2021Q3 20238
Mirae Asset Global Investments Co., Ltd. 880.04%0.07%0.08%Q4 2021Q3 20238
Level Financial Advisors 880.35%0.38%0.45%Q4 2021Q3 20238
Gradient Investments LLC 620.00%0.00%0.00%Q3 2021Q3 20238
MARINER INDEPENDENT ADVISOR NETWORK, LLC 440.04%0.05%0.07%Q1 2020Q3 20228
Dentgroup LLC 880.42%0.49%0.73%Q4 2021Q3 20238
Baldrige Asset Management LLC 880.08%0.18%0.25%Q2 2021Q1 20238
Physician Wealth Advisors, Inc. 880.08%0.09%0.11%Q4 2021Q3 20238
Money Design Co.,Ltd. 880.00%0.99%1.23%Q4 2021Q3 20238
PrairieView Partners, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
LifePlan Financial Group, Inc 880.02%0.04%0.05%Q4 2018Q3 20208
TCWP LLC 880.07%0.16%0.50%Q4 2021Q3 20238
Tower Research Capital LLC (TRC) 310.00%0.00%0.04%Q2 2018Q3 20238
Mariner, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Wellesley Investment Partners, LLC 880.14%0.16%0.22%Q4 2018Q3 20208
Leverty Financial Group, LLC 880.01%0.32%0.50%Q4 2021Q3 20238
JONES FINANCIAL COMPANIES LLLP 880.00%0.00%0.01%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.14%0.24%0.31%Q4 2021Q3 20238
Brooklyn FI, LLC 880.55%0.83%1.34%Q4 2021Q3 20238
CPWM, LLC 880.09%0.12%0.15%Q4 2020Q3 20228
Topel & Distasi Wealth Management, LLC 880.08%0.13%0.18%Q4 2021Q3 20238
Gould Capital, LLC 880.06%0.06%0.07%Q4 2021Q3 20238
Strategic Wealth Partners Group, LLC 880.04%0.07%0.12%Q4 2021Q3 20238
Morling Financial Advisors, LLC 880.23%0.27%0.42%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 880.63%0.69%0.78%Q4 2021Q3 20238
SWISS RE LTD 620.67%3.31%11.34%Q1 2021Q1 20238
Rise Advisors, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Aufman Associates Inc 880.29%0.36%0.42%Q4 2021Q3 20238
WIT, LLC 880.02%0.03%0.03%Q2 2021Q1 20238
Richard Bernstein Advisors LLC 710.00%0.01%0.02%Q2 2021Q3 20238
Mayflower Financial Advisors, LLC 880.01%0.02%0.05%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.08%0.09%0.11%Q4 2021Q3 20238
Quent Capital, LLC 880.04%0.34%0.44%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Arbor Investment Advisors, LLC 880.05%0.06%0.07%Q4 2020Q3 20228
Objective Capital Management, LLC 882.86%3.15%3.38%Q4 2021Q3 20238
RETIREMENT CAPITAL STRATEGIES 710.13%0.33%0.61%Q2 2018Q1 20218
HILL ISLAND FINANCIAL LLC 882.44%2.62%2.87%Q4 2021Q3 20238
SVA Wealth Management, LLC 880.12%0.14%0.17%Q1 2019Q4 20208
EverSource Wealth Advisors, LLC 880.00%0.02%0.08%Q4 2021Q3 20238
Wealth Architects, LLC 880.13%0.60%0.85%Q4 2021Q3 20238
Mendel Capital Management LLC 880.80%0.90%0.97%Q4 2021Q3 20238
BLB&B Advisors, LLC 530.01%0.02%0.02%Q1 2021Q3 20238
Warren Street Wealth Advisors, LLC 880.23%0.33%0.37%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.01%0.01%0.02%Q4 2021Q3 20238
QUEST CAPITAL MANAGEMENT INC /ADV 880.12%0.16%0.30%Q1 2020Q4 20218
HOWE & RUSLING INC 880.00%0.00%0.00%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 880.19%0.26%0.32%Q4 2021Q3 20238
Pine Haven Investment Counsel, Inc 881.62%1.82%2.05%Q4 2021Q3 20238
OLIO Financial Planning 880.57%0.71%0.79%Q4 2021Q3 20238
Covestor Ltd 880.12%0.14%0.30%Q4 2021Q3 20238
Capasso Planning Partners LLC 880.34%0.39%0.43%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.03%0.11%0.19%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.06%0.11%0.14%Q3 2021Q3 20238
BOKF, NA 770.01%0.01%0.01%Q3 2021Q1 20237
Adero Partners, LLC 770.03%0.09%0.22%Q1 2022Q3 20237
Homrich & Berg 770.01%0.02%0.02%Q1 2020Q3 20217
MATRIX ASSET ADVISORS INC/NY 770.03%0.03%0.04%Q1 2022Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.01%0.03%0.06%Q1 2022Q3 20237
EASTERN BANK 770.24%0.30%0.38%Q1 2022Q3 20237
Disciplined Investments, LLC 770.01%0.01%0.01%Q4 2021Q2 20237
Chicago Wealth Management, Inc. 770.23%0.28%0.33%Q2 2020Q4 20217
Acropolis Investment Management, LLC 610.04%0.05%0.06%Q4 2021Q3 20237
NEXT Financial Group, Inc 610.00%0.01%0.02%Q1 2020Q4 20217
Bank of New Hampshire 770.01%0.01%0.02%Q1 2022Q3 20237
Merit Financial Group, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
Riverwater Partners LLC 770.25%0.80%1.50%Q4 2021Q2 20237
Horizons Wealth Management 770.16%0.17%0.19%Q2 2022Q4 20237
Miracle Mile Advisors, LLC 770.02%0.04%0.05%Q1 2022Q3 20237
Sullivan, Bruyette, Speros & Blaney, LLC 770.02%0.05%0.08%Q3 2019Q1 20217
Ascent Group, LLC 770.03%0.04%0.08%Q4 2021Q2 20237
Fingerlakes Wealth Management, Inc. 770.28%0.34%0.39%Q1 2022Q3 20237
BANK OF HAWAII 520.01%0.02%0.03%Q4 2021Q3 20237
Your Advocates Ltd., LLP 770.01%0.02%0.03%Q1 2022Q3 20237
Omega Financial Group, LLC 770.09%0.32%0.44%Q1 2022Q3 20237
Regal Wealth Group, Inc. 770.01%0.01%0.01%Q3 2019Q1 20217
Robertson Stephens Wealth Management, LLC 770.04%0.13%0.28%Q1 2022Q3 20237
Keystone Financial Services 770.16%0.20%0.35%Q4 2021Q2 20237
Investors Research Corp 770.00%0.01%0.01%Q1 2022Q3 20237
Silver Oak Advisory Group, Inc. 430.16%0.16%0.18%Q4 2021Q3 20237
TD Capital Management LLC 520.01%0.01%0.01%Q3 2021Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.09%0.10%0.12%Q1 2021Q4 20227
Keel Point, LLC 610.06%0.09%0.22%Q1 2020Q3 20237
Trust Co 770.01%0.01%0.01%Q1 2022Q3 20237
Larson Financial Group LLC 610.00%0.00%0.01%Q3 2020Q3 20237
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 770.21%0.64%1.06%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.04%0.06%Q1 2022Q3 20237
Avantax Planning Partners, Inc. 770.03%0.05%0.06%Q1 2022Q3 20237
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 520.00%0.00%0.00%Q4 2021Q3 20237
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Armbruster Capital Management, Inc. 770.10%0.16%0.22%Q1 2022Q3 20237
ETF Portfolio Partners, Inc. 770.09%0.10%0.11%Q1 2022Q3 20237
Mount Yale Investment Advisors, LLC 520.02%0.03%0.04%Q4 2021Q3 20237
UMB Bank, n.a. 660.01%0.02%0.02%Q4 2021Q1 20236
PRIVATE TRUST CO NA 660.09%0.10%0.10%Q2 2022Q3 20236
My Legacy Advisors, LLC 660.09%0.29%0.64%Q1 2022Q2 20236
PALLADIEM, LLC 420.16%0.22%0.26%Q3 2021Q2 20236
TIAA, FSB 660.08%1.02%1.29%Q1 2022Q2 20236
SAGE FINANCIAL GROUP INC 660.04%0.04%0.04%Q2 2022Q3 20236
Facet Wealth, Inc. 410.02%0.10%0.13%Q4 2021Q3 20236
Smithfield Trust Co 660.00%0.00%0.00%Q2 2022Q3 20236
Strategic Wealth Partners, Ltd. 660.00%0.00%0.00%Q4 2017Q1 20196
Better Money Decisions, LLC 660.03%0.56%0.85%Q1 2021Q2 20226
Live Your Vision, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Columbia Trust Co 01012016 510.12%0.18%0.25%Q2 2020Q4 20216
Rockbridge Investment Management, LCC 660.01%0.01%0.01%Q3 2020Q4 20216
BROWN ADVISORY INC 310.00%0.00%0.00%Q3 2017Q4 20226
SIMON QUICK ADVISORS, LLC 660.02%0.03%0.04%Q2 2022Q3 20236
Jordan Park Group LLC 660.04%0.05%0.06%Q2 2022Q3 20236
BUCKINGHAM STRATEGIC PARTNERS, LLC 660.02%0.02%0.02%Q2 2022Q3 20236
Allianz Asset Management GmbH 660.00%0.01%0.01%Q1 2021Q2 20226
ARGI Investment Services, LLC 510.01%0.01%0.01%Q4 2020Q4 20226
Rice Partnership, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Clear Perspectives Financial Planning, LLC 660.02%0.08%0.11%Q4 2020Q1 20226
Global Trust Asset Management, LLC 660.42%0.59%0.78%Q4 2018Q1 20206
MV CAPITAL MANAGEMENT, INC. 660.00%0.00%0.00%Q3 2020Q4 20216
Coston, McIsaac & Partners 660.01%0.01%0.01%Q2 2022Q3 20236
MOTCO 660.00%0.00%0.00%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 660.22%0.72%1.94%Q3 2021Q4 20226
MUFG Americas Holdings Corp 660.00%0.00%0.00%Q2 2021Q3 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
UNIONVIEW, LLC 660.25%0.28%0.31%Q2 2022Q3 20236
MACROVIEW INVESTMENT MANAGEMENT LLC 660.01%0.01%0.01%Q2 2022Q3 20236
GLENMEDE TRUST CO NA 420.00%0.00%0.01%Q3 2021Q2 20236
Kingsview Wealth Management, LLC 510.01%0.01%0.02%Q4 2020Q2 20226
Hanson & Doremus Investment Management 660.06%0.06%0.06%Q2 2022Q3 20236
SYNOVUS FINANCIAL CORP 660.00%0.00%0.00%Q1 2019Q2 20206
FINANCIAL COUNSELORS INC 330.00%0.01%0.01%Q2 2021Q3 20236
CFM WEALTH PARTNERS LLC 660.37%0.45%0.51%Q2 2022Q3 20236
LFA - Lugano Financial Advisors SA 420.23%0.43%0.64%Q1 2019Q3 20206
Tradition Wealth Management, LLC 660.02%0.08%0.13%Q4 2020Q1 20226
Evergreen Wealth Solutions, LLC 420.22%0.27%0.39%Q4 2021Q3 20236
Integrated Advisors Network LLC 660.02%0.02%0.02%Q2 2022Q3 20236
Rosenberg Matthew Hamilton 660.00%0.00%0.00%Q3 2021Q4 20226
REILLY FINANCIAL ADVISORS, LLC 660.00%0.00%0.01%Q3 2020Q4 20216
Fund Evaluation Group, LLC 510.26%0.33%0.48%Q3 2018Q3 20236
LIBRA WEALTH LLC 660.01%0.29%1.13%Q2 2022Q3 20236
Prime Capital Investment Advisors, LLC 550.01%0.01%0.01%Q2 2019Q2 20205
CoreCap Advisors, LLC 550.01%0.02%0.02%Q4 2021Q4 20225
TPG Financial Advisors, LLC 310.14%0.21%0.24%Q1 2019Q1 20215
Nachman Norwood & Parrott, Inc 550.23%1.54%2.35%Q2 2020Q2 20215
Virtus Investment Advisers, Inc. 551.39%2.97%4.56%Q3 2022Q3 20235
GeoWealth Management, LLC 410.00%0.01%0.01%Q4 2021Q3 20235
Ulrich Consultants & Investment Group, LLC 550.38%1.33%2.14%Q2 2022Q2 20235
Cooper Financial Group 550.05%0.07%0.08%Q3 2020Q3 20215
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.01%Q2 2022Q3 20235
Reynders McVeigh Capital Management, LLC 310.02%0.02%0.02%Q4 2020Q1 20235
FIRST FOUNDATION ADVISORS 550.01%0.02%0.03%Q3 2022Q3 20235
Orgel Wealth Management, LLC 550.02%0.17%0.29%Q3 2022Q3 20235
Crewe Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Grant/GrossMendelsohn, LLC 550.29%0.47%0.53%Q1 2021Q1 20225
Brio Consultants, LLC 550.21%0.25%0.28%Q3 2022Q3 20235
Relative Value Partners Group, LLC 410.03%0.05%0.09%Q1 2022Q3 20235
ATTICUS WEALTH MANAGEMENT, LLC 320.01%0.02%0.03%Q1 2022Q3 20235
Virtus Family Office LLC 551.24%1.74%2.81%Q3 2022Q3 20235
Ellenbecker Investment Group 550.12%0.13%0.13%Q2 2019Q2 20205
PARAMETRIC PORTFOLIO ASSOCIATES LLC 410.00%0.00%0.00%Q3 2017Q4 20215
Mutual Advisors, LLC 550.02%0.02%0.03%Q2 2021Q2 20225
SVB WEALTH LLC 410.00%0.01%0.01%Q2 2022Q3 20235
Paracle Advisors, LLC 550.07%0.12%0.13%Q1 2020Q1 20215
TUCKER ASSET MANAGEMENT LLC 410.00%0.00%0.00%Q2 2022Q3 20235
Venturi Wealth Management, LLC 320.01%0.02%0.02%Q3 2021Q3 20235
TCF National Bank 320.04%0.05%0.06%Q4 2019Q1 20215
WealthTrust Fairport, LLC 550.01%0.04%0.06%Q1 2018Q1 20195
Spotlight Asset Group, Inc. 410.09%0.10%0.12%Q4 2019Q1 20215
MONEY CONCEPTS CAPITAL CORP 550.00%0.00%0.00%Q4 2021Q4 20225
SHINE INVESTMENT ADVISORY SERVICES INC 550.00%0.01%0.02%Q3 2019Q3 20205
BAKER TILLY WEALTH MANAGEMENT, LLC 550.03%0.03%0.05%Q3 2022Q3 20235
PFM Asset Management LLC 550.07%0.20%0.26%Q3 2020Q3 20215
ROWLAND CARMICHAEL ADVISORS INC /ADV 550.00%0.00%0.01%Q4 2019Q4 20205
TRUE Private Wealth Advisors 550.00%0.01%0.02%Q4 2019Q4 20205
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Argent Trust Co 550.02%0.03%0.03%Q3 2022Q3 20235
MA Private Wealth 550.06%0.10%0.12%Q3 2022Q3 20235
Avestar Capital, LLC 550.01%0.01%0.01%Q2 2018Q2 20195
tru Independence LLC 210.03%0.13%0.46%Q2 2020Q4 20215
Main Street Financial Solutions, LLC 550.05%0.06%0.07%Q4 2020Q4 20215
JFG Wealth Management, LLC 440.19%0.20%0.22%Q4 2022Q3 20234
Prostatis Group LLC 311.44%2.44%3.01%Q1 2021Q4 20224
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.04%0.04%0.04%Q4 2022Q3 20234
ADVANTAGE INVESTMENT MANAGEMENT, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
BEACON FINANCIAL PLANNING, INC 440.32%0.34%0.35%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.04%0.08%0.15%Q4 2022Q3 20234
FLAGSTAR ADVISORS INC 310.04%0.07%0.09%Q3 2021Q1 20234
SageView Advisory Group, LLC 440.26%0.31%0.39%Q4 2022Q3 20234
Ameraudi Asset Management, Inc. 440.25%0.28%0.29%Q4 2022Q3 20234
Global Wealth Strategies & Associates 440.01%0.01%0.02%Q4 2022Q3 20234
Integris Wealth Management, LLC 441.01%1.08%1.14%Q4 2022Q3 20234
HF Advisory Group, LLC 440.34%0.40%0.43%Q4 2022Q3 20234
SJS Investment Consulting Inc. 220.00%0.00%0.00%Q4 2021Q4 20224
Mill Creek Capital Advisors, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
DDFG, Inc 440.09%0.09%0.11%Q4 2022Q3 20234
BRR OpCo, LLC 440.03%0.05%0.06%Q4 2021Q3 20224
Chicago Partners Investment Group LLC 440.01%0.03%0.06%Q4 2022Q3 20234
TFO Wealth Partners, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
CAPITAL ONE FINANCIAL CORP 440.03%0.05%0.06%Q1 2020Q4 20204
Rede Wealth, LLC 440.14%0.15%0.17%Q4 2022Q3 20234
Stonebridge Financial Planning Group, LLC 440.03%0.03%0.03%Q1 2021Q4 20214
Corient Private Wealth LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Castle Rock Wealth Management, LLC 210.10%0.12%0.14%Q2 2020Q3 20214
Lindbrook Capital, LLC 310.00%0.00%0.01%Q3 2020Q4 20224
Cassady Schiller Wealth Management, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Pioneer Wealth Management Group 440.69%0.81%0.87%Q4 2022Q3 20234
Revolve Wealth Partners, LLC 440.09%0.09%0.10%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.10%0.12%0.14%Q4 2022Q3 20234
Watson Rebecca 440.17%0.23%0.27%Q4 2019Q3 20204
Round Rock Advisors, LLC 310.08%0.08%0.08%Q1 2022Q3 20234
LWS Wealth Advisors, Inc. 310.09%0.10%0.10%Q1 2022Q3 20234
Live Oak Investment Partners 440.01%0.07%0.10%Q4 2022Q3 20234
Edge Advisors, LLC 440.00%0.00%0.00%Q3 2017Q2 20184
Newbridge Financial Services Group, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
SNS Financial Group, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
FORTE CAPITAL LLC /ADV 440.03%0.04%0.04%Q4 2022Q3 20234
Stratos Wealth Advisors, LLC 310.01%0.02%0.02%Q4 2021Q3 20234
Richard P Slaughter Associates Inc 440.06%0.09%0.11%Q1 2023Q4 20234
Belpointe Asset Management LLC 220.00%0.01%0.01%Q1 2022Q1 20234
Hemington Wealth Management 440.17%0.18%0.19%Q4 2022Q3 20234
Shira Ridge Wealth Management 444.41%4.54%4.68%Q4 2022Q3 20234
Coulter & Justus Financial Services, LLC 440.18%0.20%0.21%Q4 2022Q3 20234
Shepherd Financial Partners LLC 440.14%0.16%0.17%Q4 2022Q3 20234
Talisman Wealth Advisors LLC 440.44%0.49%0.53%Q4 2022Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 440.10%0.13%0.20%Q4 2022Q3 20234
All Season Financial Advisors, Inc. 440.48%0.58%0.69%Q4 2022Q3 20234
Sharper & Granite LLC 440.28%0.30%0.32%Q4 2022Q3 20234
MOLLER WEALTH PARTNERS 440.07%0.07%0.08%Q4 2022Q3 20234
Apollon Wealth Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Advisory Alpha, LLC 210.00%0.02%0.03%Q1 2020Q3 20234
Spartan Planning & Wealth Management 440.00%0.00%0.00%Q1 2022Q4 20224
Marcum Wealth, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.08%0.08%0.08%Q4 2022Q3 20234
Veracity Capital LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Aprio Wealth Management, LLC 440.13%0.19%0.22%Q4 2022Q3 20234
Carr Financial Group Corp 440.23%0.37%0.50%Q4 2022Q3 20234
RFG Advisory, LLC 330.02%0.03%0.05%Q3 2021Q1 20223
Cornerstone Planning Group LLC 210.03%0.04%0.06%Q4 2022Q3 20233
Centurion Wealth Management LLC 330.11%0.12%0.15%Q1 2023Q3 20233
Grace Capital 330.02%0.03%0.04%Q4 2019Q2 20203
MONECO Advisors, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
West Wealth Group, LLC 210.10%0.11%0.14%Q4 2021Q2 20233
Smart Portfolios, LLC 330.20%0.27%0.40%Q3 2021Q1 20223
Fiduciary Trust Co International of Pennsylvania 210.12%0.14%0.14%Q2 2019Q1 20203
Financial Gravity Asset Management, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
PATHSTONE FAMILY OFFICE, LLC 210.00%0.04%0.10%Q4 2017Q3 20233
Coppell Advisory Solutions LLC 210.01%0.02%0.02%Q4 2022Q3 20233
Bradley & Co. Private Wealth Management, LLC 330.04%0.04%0.05%Q1 2021Q3 20213
Rehmann Capital Advisory Group 210.00%0.01%0.03%Q1 2019Q4 20223
NewEdge Wealth, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.02%Q2 2021Q3 20233
DFPG INVESTMENTS, LLC 330.04%0.07%0.09%Q1 2023Q3 20233
JSF Financial, LLC 210.08%0.10%0.12%Q1 2022Q3 20233
Leelyn Smith, LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Procyon Advisors, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Stegent Equity Advisors, Inc. 330.24%0.27%0.32%Q4 2021Q2 20223
CVA Family Office, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
ZRC WEALTH MANAGEMENT, LLC 330.65%0.66%0.66%Q1 2023Q3 20233
Western Wealth Management, LLC 330.01%0.02%0.02%Q1 2022Q3 20223
Empower Advisory Group, LLC 331.91%1.98%2.06%Q1 2023Q3 20233
Windham Capital Management, LLC 330.45%0.45%0.46%Q1 2023Q3 20233
Stuart Chaussee & Associates, Inc. 330.04%0.10%0.22%Q3 2017Q1 20183
BRIGHTON JONES LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Partnervest Advisory Services LLC 330.13%0.14%0.15%Q1 2020Q3 20203
Karp Capital Management Corp 330.05%0.08%0.10%Q1 2022Q3 20223
Curtis Advisory Group, LLC 330.08%0.15%0.19%Q1 2023Q3 20233
WEALTHCARE CAPITAL MANAGEMENT LLC 210.01%0.01%0.01%Q4 2019Q1 20213
Laurel Wealth Advisors LLC 330.00%0.00%0.00%Q2 2022Q4 20223
CHOREO, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Capital CS Group, LLC 330.33%0.50%0.81%Q2 2021Q4 20213
Qube Research & Technologies Ltd 210.00%0.00%0.00%Q1 2021Q1 20233
ABLE Financial Group, LLC 330.15%0.17%0.19%Q1 2023Q3 20233
Prestige Wealth Management Group LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Alpha Omega Wealth Management LLC 330.01%0.01%0.01%Q4 2018Q2 20193
Fiduciary Planning LLC 330.06%0.06%0.07%Q3 2020Q1 20213
Freestone Capital Holdings, LLC 210.00%0.01%0.01%Q3 2020Q4 20213
Ruedi Wealth Management, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q1 2023Q3 20233
Root Financial Partners, LLC 330.12%0.15%0.18%Q1 2023Q3 20233
Centerpoint Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
WIPFLI FINANCIAL ADVISORS LLC, 330.01%0.04%0.07%Q1 2022Q3 20223
LGT Financial Advisors LLC 210.07%0.09%0.12%Q4 2022Q3 20233
NorthLanding Financial Partners, LLC 330.39%0.48%0.54%Q3 2022Q1 20233
Modera Wealth Management, LLC 210.01%0.16%0.24%Q2 2022Q3 20233
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Crestone Asset Management LLC 330.12%0.14%0.15%Q4 2021Q2 20223
GPS Wealth Strategies Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
High Falls Advisors, Inc 330.06%0.07%0.08%Q4 2021Q2 20223
West Coast Financial LLC 330.06%0.06%0.06%Q1 2023Q3 20233
GSB Wealth Management, LLC 330.23%0.24%0.24%Q1 2022Q3 20223
Flagship Private Wealth, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
RPG Investment Advisory, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
First Allied Advisory Services, Inc. 210.00%0.01%0.02%Q3 2019Q3 20203
Tyler-Stone Wealth Management 220.00%0.00%0.00%Q2 2023Q3 20232
TRANSCEND CAPITAL ADVISORS, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
Capital One Investing, Inc. 110.05%0.05%0.06%Q1 2019Q3 20192
CFS Investment Advisory Services, LLC 110.00%0.04%0.09%Q4 2020Q3 20222
L & S Advisors Inc 220.05%0.11%0.17%Q1 2023Q2 20232
Estate Counselors, LLC 110.00%0.01%0.01%Q4 2021Q3 20222
Spectrum Planning & Advisory Services Inc. 220.22%0.22%0.22%Q3 2021Q4 20212
Destiny Wealth Partners, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Pinnacle Advisory Group, Inc. 220.02%0.02%0.03%Q4 2020Q1 20212
Householder Group Estate & Retirement Specialist, LLC 110.04%0.04%0.04%Q3 2022Q1 20232
BREMER TRUST NATIONAL ASSOCIATION 220.04%0.05%0.05%Q3 2018Q4 20182
Heritage Trust Co 220.08%0.08%0.08%Q2 2023Q3 20232
EDMOND DE ROTHSCHILD HOLDING S.A. 220.00%0.00%0.00%Q3 2021Q4 20212
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Arkos Global Advisors 220.08%0.10%0.11%Q2 2023Q3 20232
Dunhill Financial, LLC 2213.02%13.49%13.97%Q2 2023Q3 20232
Cornerstone Advisory, LLC 110.00%0.04%0.07%Q1 2018Q4 20212
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.01%0.01%Q2 2020Q4 20222
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Wagner Wealth Management, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q3 20222
Optiver Holding B.V. 110.00%0.00%0.00%Q4 2022Q3 20232
M. Kulyk & Associates, LLC 220.23%0.26%0.28%Q4 2020Q1 20212
Great Diamond Partners, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
Parkside Financial Bank & Trust 220.03%0.03%0.03%Q2 2023Q3 20232
Congress Wealth Management LLC / DE / 220.01%0.01%0.01%Q4 2021Q1 20222
Mission Creek Capital Partners, Inc. 220.38%0.44%0.50%Q2 2023Q3 20232
Dragon Financial & Investment Group, LLC 220.36%0.49%0.61%Q2 2018Q3 20182
HC FINANCIAL ADVISORS INC 220.18%0.25%0.33%Q1 2022Q2 20222
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Oakworth Capital, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
TOWNSQUARE CAPITAL LLC 110.00%0.05%0.10%Q2 2019Q3 20232
BB&T SECURITIES, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Archer Investment Corp 220.02%0.02%0.02%Q2 2023Q3 20232
NWAM LLC 110.02%0.02%0.02%Q1 2021Q1 20222
Watermark Asset Management, Inc. 220.01%0.01%0.02%Q3 2018Q4 20182
Glassman Wealth Services 220.00%0.00%0.00%Q2 2023Q3 20232
Falcon Wealth Planning 220.06%0.06%0.06%Q2 2023Q3 20232
MFA WEALTH ADVISORS, LLC 220.33%0.36%0.39%Q1 2020Q2 20202
Metis Global Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Frontier Wealth Management LLC 220.04%0.04%0.04%Q3 2019Q4 20192
Future Financial Wealth Managment LLC 220.01%0.01%0.01%Q4 2021Q1 20222
SEAVIEW INVESTMENT MANAGERS LLC 220.09%0.42%0.74%Q3 2021Q4 20212
ICA Group Wealth Management, LLC 110.00%0.01%0.01%Q4 2022Q2 20232
Y-Intercept (Hong Kong) Ltd 110.02%0.03%0.03%Q3 2022Q1 20232
Millburn Ridgefield Corp 220.01%0.01%0.01%Q1 2023Q2 20232
HBC Financial Services, PLLC 220.00%0.02%0.04%Q2 2022Q3 20222
WEDBUSH SECURITIES INC 220.01%0.01%0.01%Q3 2021Q4 20212
Princeton Global Asset Management LLC 220.55%0.76%0.97%Q1 2020Q2 20202
Hoxton Planning & Management, LLC 220.15%0.18%0.21%Q4 2022Q1 20232
Destination Wealth Management 220.01%0.01%0.01%Q4 2022Q1 20232
Values Added Financial LLC 221.20%1.25%1.30%Q2 2023Q3 20232
Annapolis Financial Services, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q2 2023Q3 20232
ST GERMAIN D J CO INC 220.00%0.00%0.00%Q3 2023Q4 20232
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q3 2022Q4 20222
Prospera Financial Services Inc 220.00%0.00%0.01%Q1 2022Q2 20222
AI Financial Services LLC 220.35%0.35%0.36%Q2 2019Q3 20192
Johnson Financial Group, Inc. 220.00%0.01%0.01%Q2 2023Q3 20232
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q1 2022Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Maxim Capital Management LLC 220.24%0.27%0.30%Q1 2020Q2 20202
Idaho Trust Bank 220.30%0.31%0.31%Q2 2023Q3 20232
Inscription Capital, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Beacon Pointe Wealth Advisors, LLC 220.09%0.11%0.12%Q3 2019Q4 20192
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Magnus Financial Group LLC 220.05%0.06%0.06%Q1 2023Q2 20232
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
TOMPKINS FINANCIAL CORP 220.00%0.00%0.00%Q4 2021Q1 20222
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2021Q2 20222
Meristem Family Wealth, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
BARCLAYS PLC 110.00%0.00%0.00%Q3 2021Q2 20222
Brewster Financial Planning LLC 220.47%0.47%0.48%Q2 2023Q3 20232
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 110.02%0.03%0.04%Q1 2023Q3 20232
Abundance Wealth Counselors 110.02%0.04%0.06%Q1 2021Q4 20222
CABOT WEALTH MANAGEMENT INC 220.04%0.04%0.04%Q4 2017Q1 20182
D. SCOTT NEAL, INC. 220.20%0.20%0.21%Q2 2023Q3 20232
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Coastline Trust Co 110.02%0.02%0.02%Q4 2021Q4 20211
HRT FINANCIAL LP 110.00%0.00%0.00%Q3 2022Q3 20221
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Northland Capital Management LLC 110.15%0.15%0.15%Q1 2023Q1 20231
Mainsail Financial Group, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q3 2021Q3 20211
DUBUQUE BANK & TRUST CO 110.04%0.04%0.04%Q3 2023Q3 20231
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Guardian Wealth Advisors, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
CANANDAIGUA NATIONAL BANK & TRUST CO 110.08%0.08%0.08%Q4 2018Q4 20181
Lakewood Asset Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
TIAA TRUST, NATIONAL ASSOCIATION 111.20%1.20%1.20%Q3 2023Q3 20231
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.39%0.39%0.39%Q4 2021Q4 20211
BerganKDV Wealth Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Northwest Capital Management Inc 110.24%0.24%0.24%Q3 2021Q3 20211
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Urban Wealth Management, LLC 110.24%0.24%0.24%Q2 2022Q2 20221
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2023Q2 20231
Regis Management CO LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
RITTER DANIHER FINANCIAL ADVISORY LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Kore Private Wealth LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Asset Planning Services, Ltd. 110.01%0.01%0.01%Q3 2019Q3 20191
Fiduciary Alliance LLC 110.03%0.03%0.03%Q2 2023Q2 20231
FormulaFolio Investments, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Kalos Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Fieldpoint Private Securities, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q3 2017Q3 20171
Morningstar Investment Services LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Creative Capital Management Investments LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
WCG Wealth Advisors LLC 110.04%0.04%0.04%Q2 2022Q2 20221
First Capital Advisors Group, LLC. 110.05%0.05%0.05%Q2 2023Q2 20231
Equita Financial Network, Inc. 110.55%0.55%0.55%Q3 2023Q3 20231
F3Logic, LLC 110.88%0.88%0.88%Q3 2020Q3 20201
Nalls Sherbakoff Group, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ELM ADVISORS, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
MASSMUTUAL TRUST CO FSB/ADV 110.01%0.01%0.01%Q2 2020Q2 20201
Northstar Advisory Group, LLC 110.22%0.22%0.22%Q3 2021Q3 20211
OPPENHEIMER ASSET MANAGEMENT INC. 110.00%0.00%0.00%Q1 2020Q1 20201
Per Stirling Capital Management, LLC. 110.22%0.22%0.22%Q4 2022Q4 20221
MGO ONE SEVEN LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Anfield Capital Management, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Aries Wealth Management 110.09%0.09%0.09%Q1 2022Q1 20221
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
MCDONALD PARTNERS LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Avior Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
GOFEN & GLOSSBERG LLC /IL/ 110.01%0.01%0.01%Q4 2022Q4 20221
FIRST CITIZENS BANK & TRUST CO 110.04%0.04%0.04%Q4 2021Q4 20211
Journey Advisory Group, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Premia Global Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
ARQ WEALTH ADVISORS, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q4 2022Q4 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Ipsen Advisor Group LLC 112.08%2.08%2.08%Q4 2022Q4 20221
EVERGREEN CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Shilanski & Associates, Inc. 110.14%0.14%0.14%Q3 2022Q3 20221
New Harbor Financial Group, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
WNY Asset Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Financial Connections Group, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
XML Financial, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BROWN BROTHERS HARRIMAN & CO 110.01%0.01%0.01%Q3 2023Q3 20231
Field & Main Bank 110.00%0.00%0.00%Q4 2020Q4 20201
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
LITTLE HOUSE CAPITAL LLC 110.61%0.61%0.61%Q2 2020Q2 20201
Integrated Investment Consultants, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
BBR PARTNERS, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Pallas Capital Advisors LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Steinberg Global Asset Management 110.04%0.04%0.04%Q4 2018Q4 20181
Cardinal Strategic Wealth Guidance 110.01%0.01%0.01%Q2 2022Q2 20221
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
Traynor Capital Management, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
Independent Advisor Alliance 110.09%0.09%0.09%Q4 2019Q4 20191
WASHINGTON TRUST Co 110.00%0.00%0.00%Q3 2021Q3 20211
VisionPoint Advisory Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
PSI Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2018Q4 20181
Curi Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Tri-Star Advisors Inc. 110.22%0.22%0.22%Q2 2020Q2 20201
Aquire Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
DT Investment Partners, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Burleson & Company, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GSA CAPITAL PARTNERS LLP 110.02%0.02%0.02%Q1 2023Q1 20231
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
WBH ADVISORY INC 110.02%0.02%0.02%Q4 2021Q4 20211
New England Professional Planning Group Inc. 110.16%0.16%0.16%Q4 2019Q4 20191
Kozak & Associates, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
KLR INVESTMENT ADVISORS, LLC 110.33%0.33%0.33%Q4 2022Q4 20221
Copperleaf Capital, LLC 110.23%0.23%0.23%Q2 2023Q2 20231
CHERRYDALE WEALTH MANAGEMENT, LLC 110.19%0.19%0.19%Q2 2022Q2 20221
Envestnet Portfolio Solutions, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
Houlihan Financial Resource Group, Ltd. 110.02%0.02%0.02%Q3 2020Q3 20201
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
West Branch Capital LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Compass Ion Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q3 20181
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
NVWM, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Annis Gardner Whiting Capital Advisors, LLC 110.64%0.64%0.64%Q3 2023Q3 20231
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Orin Green Financial, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CAPITAL ONE, NATIONAL ASSOCIATION 110.06%0.06%0.06%Q4 2019Q4 20191
CWS Financial Advisors, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Karn, Couzens & Associates, Inc. 110.15%0.15%0.15%Q1 2022Q1 20221
External links

This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.