Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CWM, LLC | 10 | 8 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FLOW TRADERS U.S. LLC | 9 | 1 | 0.18% | 0.41% | 1.13% | Q2 2020 | Q3 2023 | 12 |
PARK AVENUE SECURITIES LLC | 12 | 12 | 0.04% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
MML INVESTORS SERVICES, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
ROYAL BANK OF CANADA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
WEALTHSOURCE PARTNERS, LLC | 12 | 12 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Horst & Graben Wealth Management LLC | 12 | 12 | 0.14% | 0.29% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Goodwin Investment Advisory | 12 | 12 | 0.11% | 0.28% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Accredited Investors Inc. | 12 | 12 | 0.05% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PRUDENTIAL FINANCIAL INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Austin Private Wealth, LLC | 12 | 12 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Sharkey, Howes & Javer | 12 | 12 | 0.07% | 0.27% | 0.71% | Q4 2020 | Q3 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Aptus Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
3D/L Capital Management, LLC | 11 | 11 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Snowden Capital Advisors LLC | 8 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Klaas Financial Asset Advisors, LLC | 11 | 11 | 0.01% | 0.38% | 0.74% | Q1 2021 | Q3 2023 | 11 |
Opes Wealth Management LLC | 11 | 11 | 0.08% | 0.26% | 0.37% | Q1 2021 | Q3 2023 | 11 |
BANK OF AMERICA CORP /DE/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BlackRock Inc. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
JMG Financial Group, Ltd. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Walkner Condon Financial Advisors LLC | 8 | 2 | 0.15% | 0.59% | 0.73% | Q1 2021 | Q3 2023 | 10 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 10 |
Betterment LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SigFig Wealth Management, LLC | 10 | 10 | 0.02% | 0.13% | 0.29% | Q2 2021 | Q3 2023 | 10 |
Equitable Holdings, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
UBS Group AG | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HighTower Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AE Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Raymond James Financial Services Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Leonard Rickey Investment Advisors P.L.L.C. | 10 | 10 | 0.20% | 0.22% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
First Horizon Advisors, Inc. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Strategic Blueprint, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Wealth Alliance | 10 | 10 | 0.09% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
One Wealth Advisors, LLC | 6 | 4 | 0.32% | 0.63% | 0.82% | Q1 2021 | Q3 2023 | 10 |
MORGAN STANLEY | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Janney Montgomery Scott LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
WRAPMANAGER INC | 9 | 9 | 0.11% | 0.12% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Adero Partners, LLC | 9 | 9 | 0.03% | 0.07% | 0.23% | Q4 2020 | Q4 2022 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Biltmore Family Office, LLC | 9 | 9 | 0.06% | 0.14% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Cetera Advisor Networks LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Orion Portfolio Solutions, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Diversified Trust Co | 9 | 9 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q4 2023 | 9 |
FMR LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Citadel Advisors | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 1.59% | 2.29% | 3.64% | Q4 2021 | Q3 2023 | 8 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.07% | 0.19% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Keystone Financial Services | 8 | 8 | 0.15% | 0.19% | 0.25% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
PECAUT & CO. | 8 | 8 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
55I, LLC | 8 | 8 | 0.08% | 0.14% | 0.20% | Q4 2020 | Q3 2022 | 8 |
Atlantic Private Wealth, LLC | 8 | 8 | 1.32% | 2.18% | 2.69% | Q4 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Pathway Financial Advisors LLC | 8 | 8 | 0.10% | 0.13% | 0.14% | Q4 2021 | Q3 2023 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Crestone Asset Management LLC | 8 | 8 | 0.09% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
WELLS FARGO & COMPANY/MN | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Johnson Bixby & Associates, LLC | 7 | 7 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
B. Riley Wealth Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
American Portfolios Advisors | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
RAYMOND JAMES & ASSOCIATES | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
VERITY Wealth Advisors | 7 | 7 | 0.50% | 0.53% | 0.56% | Q2 2022 | Q4 2023 | 7 |
Sargent Bickham Lagudis LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
PRUDENTIAL PLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Wade Financial Advisory, Inc | 6 | 6 | 0.14% | 0.31% | 0.43% | Q2 2022 | Q3 2023 | 6 |
AIRE ADVISORS, LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
IFP Advisors, Inc | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 6 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.10% | 0.16% | Q2 2021 | Q2 2023 | 6 |
Dentgroup LLC | 3 | 3 | 0.16% | 0.28% | 0.48% | Q4 2021 | Q2 2023 | 6 |
Your Advocates Ltd., LLP | 6 | 6 | 0.01% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 6 |
ASSETMARK, INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Bank of New York Mellon Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Congress Wealth Management LLC / DE / | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Creative Planning | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 6 |
Richard Bernstein Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Mount Yale Investment Advisors, LLC | 5 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Private Capital Group, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Pensionmark Financial Group, LLC | 6 | 6 | 0.04% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Venturi Wealth Management, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Van Hulzen Asset Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Plancorp, LLC | 4 | 1 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 5 |
CreativeOne Wealth, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 5 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
RWA WEALTH PARTNERS, LLC | 5 | 5 | 0.16% | 0.21% | 0.37% | Q3 2022 | Q3 2023 | 5 |
WealthShield Partners, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 5 |
Ascent Group, LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
JPMORGAN CHASE & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Main Street Financial Solutions, LLC | 4 | 1 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 5 |
Parkside Advisors LLC | 5 | 5 | 0.46% | 0.51% | 0.55% | Q4 2022 | Q4 2023 | 5 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
West Wealth Group, LLC | 4 | 1 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MA Private Wealth | 5 | 5 | 0.05% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Financial Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q1 2022 | 4 |
Fiera Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BALASA DINVERNO & FOLTZ LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Morton Brown Family Wealth, LLC | 4 | 4 | 0.00% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 4 |
IMPACTfolio, LLC | 2 | 1 | 1.84% | 2.82% | 4.80% | Q4 2021 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Aspire Private Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GOULD ASSET MANAGEMENT LLC /CA/ | 4 | 4 | 0.15% | 0.16% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Spire Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.04% | 0.11% | 0.24% | Q4 2022 | Q3 2023 | 4 |
STIFEL FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
Compton Wealth Advisory Group, LLC | 4 | 4 | 0.35% | 0.52% | 0.61% | Q2 2021 | Q1 2022 | 4 |
Ally Invest Advisors Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
SVB WEALTH LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
AGF MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Optas, LLC | 3 | 3 | 0.17% | 0.25% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Castle Rock Wealth Management, LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2021 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Capital CS Group, LLC | 3 | 3 | 0.25% | 0.34% | 0.51% | Q2 2021 | Q4 2021 | 3 |
Hoxton Planning & Management, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Atwater Malick LLC | 2 | 2 | 0.47% | 0.47% | 0.47% | Q2 2023 | Q3 2023 | 2 |
Edge Capital Group, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q2 2022 | 2 |
Rockefeller Capital Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Values Added Financial LLC | 2 | 2 | 1.39% | 1.72% | 2.05% | Q2 2023 | Q3 2023 | 2 |
Monterey Private Wealth, Inc. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Copperleaf Capital, LLC | 2 | 2 | 0.21% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Carnegie Capital Asset Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.12% | 0.24% | Q4 2022 | Q3 2023 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
5th Street Advisors, LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
tru Independence LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q1 2022 | 2 |
Resolute Advisors LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
ALBION FINANCIAL GROUP /UT | 2 | 2 | 0.00% | 0.06% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Financial Architects, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
Physician Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.