Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
UBS Group AG | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.11% | 0.57% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Sandy Spring Bank | 19 | 19 | 0.01% | 0.21% | 0.30% | Q1 2019 | Q3 2023 | 19 |
MORGAN STANLEY | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.11% | 0.31% | 1.60% | Q1 2019 | Q3 2023 | 19 |
Bank of New York Mellon Corp | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
BANK OF AMERICA CORP /DE/ | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Asset Dedication, LLC | 19 | 19 | 0.04% | 0.10% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Exchange Capital Management, Inc. | 18 | 18 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
FinTrust Capital Advisors, LLC | 18 | 18 | 0.02% | 0.05% | 0.14% | Q2 2019 | Q3 2023 | 18 |
BlackRock Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Signature Wealth Management Group | 17 | 17 | 1.25% | 1.62% | 2.24% | Q2 2019 | Q2 2023 | 17 |
CENTRAL TRUST Co | 17 | 17 | 0.01% | 0.03% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Janney Montgomery Scott LLC | 10 | 6 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.05% | 0.20% | 0.22% | Q4 2018 | Q3 2022 | 16 |
Archford Capital Strategies, LLC | 11 | 5 | 0.07% | 0.19% | 0.34% | Q1 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
PFG Private Wealth Management, LLC | 16 | 16 | 2.47% | 3.98% | 4.75% | Q4 2019 | Q3 2023 | 16 |
Peloton Wealth Strategists | 15 | 1 | 0.21% | 1.47% | 2.51% | Q3 2019 | Q3 2023 | 16 |
Capital Investment Advisors, LLC | 15 | 1 | 0.12% | 0.70% | 1.25% | Q4 2019 | Q4 2023 | 16 |
Knights of Columbus Asset Advisors LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 16 |
ARROW FINANCIAL CORP | 16 | 16 | 0.02% | 0.44% | 1.31% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Raymond James Financial Services Advisors, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisors LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 15 |
MCF Advisors LLC | 8 | 7 | 0.03% | 0.06% | 0.29% | Q4 2019 | Q3 2023 | 15 |
AMERIPRISE FINANCIAL INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Mariner, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
HMS Capital Management, LLC | 14 | 14 | 0.10% | 0.13% | 0.28% | Q1 2019 | Q2 2022 | 14 |
LPL Financial LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Roble, Belko & Company, Inc | 14 | 14 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
CGN Advisors LLC | 13 | 13 | 0.33% | 0.49% | 0.60% | Q4 2020 | Q4 2023 | 13 |
Moisand Fitzgerald Tamayo, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Cypress Wealth Services, LLC | 13 | 13 | 0.07% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Steward Partners Investment Advisory, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Cambridge Investment Research Advisors, Inc. | 8 | 5 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 13 |
SIGMA INVESTMENT COUNSELORS INC | 12 | 12 | 0.77% | 1.40% | 1.66% | Q4 2020 | Q3 2023 | 12 |
WRAPMANAGER INC | 12 | 12 | 0.46% | 0.55% | 0.69% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.24% | 0.42% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Praetorian Wealth Management, Inc. | 12 | 12 | 0.38% | 0.84% | 1.32% | Q4 2020 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Lee Financial Co | 12 | 12 | 0.03% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Timber Creek Capital Management LLC | 11 | 11 | 0.01% | 0.43% | 0.93% | Q1 2019 | Q3 2021 | 11 |
Krilogy Financial LLC | 11 | 11 | 0.13% | 0.33% | 0.42% | Q1 2021 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.47% | 1.00% | 1.53% | Q1 2021 | Q3 2023 | 11 |
ASSOCIATED BANC-CORP | 10 | 1 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 11 |
First National Bank of South Miami | 9 | 2 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q1 2023 | 11 |
Iowa State Bank | 11 | 11 | 0.06% | 0.15% | 0.27% | Q1 2021 | Q3 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 2.28% | 2.67% | 2.85% | Q1 2021 | Q3 2023 | 11 |
LITTLE HOUSE CAPITAL LLC | 10 | 10 | 0.30% | 0.44% | 0.50% | Q2 2021 | Q3 2023 | 10 |
BLAIR WILLIAM & CO/IL | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Avestar Capital, LLC | 9 | 9 | 0.21% | 0.33% | 0.48% | Q1 2020 | Q1 2022 | 9 |
American Money Management, LLC | 9 | 9 | 0.06% | 0.08% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Cetera Advisor Networks LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Kestra Advisory Services, LLC | 7 | 2 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
RVW Wealth, LLC | 9 | 9 | 0.03% | 0.23% | 1.75% | Q4 2021 | Q4 2023 | 9 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 9 |
Matthew Goff Investment Advisor, LLC | 9 | 9 | 1.03% | 1.42% | 1.77% | Q3 2021 | Q3 2023 | 9 |
Segment Wealth Management, LLC | 8 | 8 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Geneos Wealth Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 8 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 8 |
Stokes Family Office, LLC | 6 | 1 | 0.03% | 0.15% | 0.21% | Q4 2019 | Q3 2023 | 7 |
OAK HARBOR WEALTH PARTNERS, LLC | 7 | 7 | 0.00% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
CABOT WEALTH MANAGEMENT INC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
First Horizon Advisors, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Bank of New Hampshire | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
American Portfolios Advisors | 7 | 7 | 0.00% | 0.01% | 0.06% | Q1 2021 | Q3 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Cornell Pochily Investment Advisors, Inc. | 7 | 7 | 0.34% | 0.43% | 0.54% | Q1 2022 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.24% | 0.28% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Guidance Point Advisors, LLC | 7 | 7 | 0.71% | 1.22% | 1.59% | Q1 2022 | Q3 2023 | 7 |
CWM, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Aptus Capital Advisors, LLC | 6 | 6 | 1.66% | 2.52% | 3.16% | Q2 2022 | Q3 2023 | 6 |
CAPITAL ADVISORS INC/OK | 6 | 6 | 1.09% | 1.21% | 1.26% | Q2 2022 | Q3 2023 | 6 |
Snowden Capital Advisors LLC | 6 | 6 | 0.02% | 0.04% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Klingman & Associates, LLC | 6 | 6 | 1.17% | 1.80% | 2.13% | Q2 2022 | Q3 2023 | 6 |
Mutual Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.02% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
WOODMONT INVESTMENT COUNSEL LLC | 6 | 6 | 0.05% | 0.38% | 1.34% | Q2 2022 | Q3 2023 | 6 |
Dorsey & Whitney Trust CO LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Motley Fool Wealth Management, LLC | 5 | 5 | 0.79% | 0.90% | 1.01% | Q3 2019 | Q3 2020 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Retirement Group, LLC | 4 | 1 | 0.01% | 0.05% | 0.08% | Q4 2019 | Q1 2021 | 5 |
FULTON BREAKEFIELD BROENNIMAN LLC | 5 | 5 | 0.05% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 5 |
1ST SOURCE BANK | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Autus Asset Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2021 | 5 |
Advisors Capital Management, LLC | 5 | 5 | 0.18% | 0.34% | 0.55% | Q3 2022 | Q3 2023 | 5 |
OLD MISSION CAPITAL LLC | 5 | 5 | 0.01% | 0.07% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Kistler-Tiffany Companies, LLC | 5 | 5 | 0.02% | 0.14% | 0.30% | Q2 2022 | Q2 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Legacy Private Trust Co. | 5 | 5 | 0.04% | 0.05% | 0.08% | Q2 2022 | Q2 2023 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Rockefeller Capital Management L.P. | 4 | 4 | 0.00% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Element Wealth, LLC | 4 | 4 | 0.06% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Laurel Wealth Advisors LLC | 4 | 4 | 0.00% | 0.03% | 0.07% | Q4 2022 | Q3 2023 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.02% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 0.34% | 0.35% | 0.35% | Q4 2022 | Q3 2023 | 4 |
OPPENHEIMER ASSET MANAGEMENT INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
LYELL WEALTH MANAGEMENT, LP | 4 | 4 | 0.30% | 0.36% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Advisor Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Private Advisor Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Keystone Wealth Services, LLC | 4 | 4 | 0.14% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Venture Visionary Partners LLC | 4 | 4 | 0.35% | 0.48% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.07% | 0.14% | 0.26% | Q4 2022 | Q3 2023 | 4 |
PSI Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Masso Torrence Wealth Management Inc. | 4 | 4 | 0.34% | 0.38% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Keeler Thomas Management LLC | 4 | 4 | 0.45% | 1.81% | 2.34% | Q4 2022 | Q3 2023 | 4 |
Foundation Wealth Management, LLC | 4 | 4 | 1.17% | 1.34% | 1.54% | Q4 2022 | Q3 2023 | 4 |
Legacy CG, LLC | 4 | 4 | 0.31% | 1.66% | 2.13% | Q4 2021 | Q3 2022 | 4 |
Wealth Advisory Solutions, LLC | 4 | 4 | 0.24% | 0.35% | 0.52% | Q4 2019 | Q3 2020 | 4 |
Alaska Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Willis Johnson & Associates, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
HAMEL ASSOCIATES, INC. | 3 | 3 | 0.22% | 0.84% | 1.23% | Q1 2023 | Q3 2023 | 3 |
HOWLAND CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.06% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Freedom Investment Management, Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q3 2021 | 3 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 3 | 3 | 2.20% | 2.23% | 2.26% | Q2 2020 | Q4 2020 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q2 2022 | 3 |
MV CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.42% | 0.86% | 1.38% | Q1 2023 | Q3 2023 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Platte River Wealth Advisors, LLC | 3 | 3 | 1.83% | 2.01% | 2.13% | Q1 2023 | Q3 2023 | 3 |
BOSTON ADVISORS LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Great Diamond Partners, LLC | 3 | 3 | 0.88% | 0.91% | 0.97% | Q1 2023 | Q3 2023 | 3 |
Gateway Advisory, LLC | 3 | 3 | 1.79% | 2.96% | 3.63% | Q1 2023 | Q3 2023 | 3 |
MONECO Advisors, LLC | 3 | 3 | 0.69% | 0.71% | 0.75% | Q1 2023 | Q3 2023 | 3 |
Robbins Farley | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
McGlone Suttner Wealth Management, Inc. | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.20% | 1.10% | 1.84% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Stockman Wealth Management, Inc. | 3 | 3 | 0.12% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Strata Wealth Advisors, LLC | 2 | 1 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Rehmann Capital Advisory Group | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2020 | 3 |
Evergreen Wealth Solutions, LLC | 3 | 3 | 1.21% | 1.30% | 1.36% | Q1 2023 | Q3 2023 | 3 |
Carmichael Hill & Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
HUNTINGTON NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Stephens Consulting, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Front Row Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Paradigm, Strategies in Wealth Management, LLC | 3 | 3 | 5.37% | 5.59% | 5.78% | Q1 2023 | Q3 2023 | 3 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
1900 WEALTH MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Northwest Bancshares, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Addison Advisors LLC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Michael S. Ryan, Inc. | 2 | 2 | 1.30% | 2.55% | 3.81% | Q3 2023 | Q4 2023 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SUMMITRY LLC | 2 | 2 | 2.24% | 2.26% | 2.28% | Q3 2022 | Q4 2022 | 2 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Rosenberg Matthew Hamilton | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Autumn Glory Partners, LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.16% | 1.06% | 1.96% | Q3 2022 | Q4 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
4J Wealth Management LLC | 2 | 2 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q3 2023 | 2 |
DEARBORN PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Glenview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SPINNAKER TRUST | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Fortis Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
First PREMIER Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HARBOR ADVISORY CORP /MA/ | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Chesley Taft & Associates LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
DUNCKER STREETT & CO INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Andesa Financial Management Inc. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2020 | Q2 2020 | 1 |
Wolf Group Capital Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.