Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Accredited Investors Inc. | 13 | 13 | 0.10% | 0.13% | 0.15% | Q3 2020 | Q3 2023 | 13 |
PARK AVENUE SECURITIES LLC | 12 | 12 | 0.06% | 0.21% | 0.29% | Q4 2020 | Q3 2023 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.04% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.01% | 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 | 0.11% | 0.16% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Austin Private Wealth, LLC | 12 | 12 | 0.12% | 0.17% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Horst & Graben Wealth Management LLC | 12 | 12 | 0.17% | 0.53% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Van Hulzen Asset Management, LLC | 12 | 12 | 0.03% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
MML INVESTORS SERVICES, LLC | 12 | 12 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PRUDENTIAL FINANCIAL INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sharkey, Howes & Javer | 12 | 12 | 0.09% | 0.81% | 1.78% | Q4 2020 | Q3 2023 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.07% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Goodwin Investment Advisory | 12 | 12 | 0.18% | 0.49% | 0.87% | Q4 2020 | Q3 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Snowden Capital Advisors LLC | 8 | 3 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Cetera Investment Advisers | 10 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Aptus Capital Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
FIRST MANHATTAN CO. LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
WEST PACES ADVISORS INC. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Regal Investment Advisors LLC | 10 | 1 | 0.03% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 11 |
FinTrust Capital Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
GOLDMAN SACHS GROUP INC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
One Wealth Advisors, LLC | 11 | 11 | 0.71% | 1.08% | 1.45% | Q1 2021 | Q3 2023 | 11 |
Wealth Alliance | 11 | 11 | 0.06% | 0.17% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Equitable Holdings, Inc. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
BlackRock Inc. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Raymond James Financial Services Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Strategic Blueprint, LLC | 11 | 11 | 0.05% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Opes Wealth Management LLC | 11 | 11 | 0.15% | 0.35% | 0.47% | Q1 2021 | Q3 2023 | 11 |
UBS Group AG | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SigFig Wealth Management, LLC | 10 | 10 | 0.02% | 0.28% | 0.61% | Q2 2021 | Q3 2023 | 10 |
First Horizon Advisors, Inc. | 6 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
JMG Financial Group, Ltd. | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Walkner Condon Financial Advisors LLC | 8 | 2 | 0.12% | 0.67% | 0.91% | Q1 2021 | Q3 2023 | 10 |
Janney Montgomery Scott LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
AE Wealth Management LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BANK OF AMERICA CORP /DE/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Betterment LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SPINNAKER TRUST | 10 | 10 | 0.37% | 0.42% | 0.49% | Q2 2021 | Q3 2023 | 10 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
MORGAN STANLEY | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.03% | 0.19% | Q1 2021 | Q1 2023 | 9 |
FMR LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Tortoise Investment Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
B. Riley Wealth Advisors, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Pensionmark Financial Group, LLC | 9 | 9 | 0.06% | 0.09% | 0.14% | Q3 2021 | Q3 2023 | 9 |
GenWealth Group, Inc. | 9 | 9 | 0.15% | 0.54% | 0.79% | Q3 2021 | Q3 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 9 |
CreativeOne Wealth, LLC | 9 | 9 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q2 2023 | 9 |
Cetera Advisor Networks LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Venturi Wealth Management, LLC | 9 | 9 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Diversified Trust Co | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2023 | 9 |
WRAPMANAGER INC | 9 | 9 | 0.13% | 0.14% | 0.15% | Q3 2021 | Q3 2023 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
WELLS FARGO & COMPANY/MN | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Trevian Wealth Management LLC | 8 | 8 | 0.23% | 0.48% | 2.11% | Q4 2021 | Q3 2023 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Clarius Group, LLC | 5 | 3 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 8 |
Stratos Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MACKENZIE FINANCIAL CORP | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
55I, LLC | 8 | 8 | 0.10% | 0.27% | 0.33% | Q4 2020 | Q3 2022 | 8 |
TCWP LLC | 8 | 8 | 0.11% | 0.21% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Keystone Financial Services | 8 | 8 | 0.27% | 0.35% | 0.54% | Q4 2021 | Q3 2023 | 8 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Bank of New York Mellon Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.05% | 0.12% | Q4 2021 | Q3 2023 | 8 |
PECAUT & CO. | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Ashfield Capital Partners, LLC | 8 | 8 | 0.09% | 0.12% | 0.14% | Q4 2020 | Q3 2022 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 2.99% | 4.24% | 7.37% | Q4 2021 | Q3 2023 | 8 |
Mount Yale Investment Advisors, LLC | 8 | 8 | 0.03% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
RAYMOND JAMES & ASSOCIATES | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Crew Capital Management, Ltd. | 8 | 8 | 0.18% | 0.50% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Orion Portfolio Solutions, LLC | 6 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
STIFEL FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Dentgroup LLC | 8 | 8 | 0.30% | 0.42% | 0.82% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Physician Wealth Advisors, Inc. | 8 | 8 | 0.11% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Aufman Associates Inc | 8 | 8 | 0.20% | 0.32% | 0.42% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.09% | 0.43% | Q2 2020 | Q1 2023 | 8 |
West Wealth Group, LLC | 8 | 8 | 0.08% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
American Portfolios Advisors | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Danda Trouve Investment Management, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
F/M Investments LLC | 5 | 2 | 0.16% | 0.41% | 0.55% | Q4 2021 | Q3 2023 | 7 |
Spire Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PNC FINANCIAL SERVICES GROUP, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Buttonwood Financial Group, LLC | 5 | 2 | 0.17% | 0.22% | 0.25% | Q1 2022 | Q4 2023 | 7 |
VERITY Wealth Advisors | 7 | 7 | 0.48% | 0.65% | 0.80% | Q2 2022 | Q4 2023 | 7 |
Spectrum Planning & Advisory Services Inc. | 5 | 2 | 0.21% | 0.31% | 0.44% | Q3 2021 | Q2 2023 | 7 |
Crestone Asset Management LLC | 7 | 7 | 0.08% | 0.36% | 0.55% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.02% | 0.07% | 0.18% | Q1 2022 | Q3 2023 | 7 |
RKL Wealth Management LLC | 7 | 7 | 0.04% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Private Capital Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
McKinley Carter Wealth Services, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
ASSETMARK, INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Financial Advisors, LLC | 4 | 2 | 0.14% | 0.19% | 0.23% | Q2 2021 | Q3 2023 | 6 |
Ally Invest Advisors Inc. | 6 | 6 | 0.03% | 0.10% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Your Advocates Ltd., LLP | 6 | 6 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
IFP Advisors, Inc | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 6 |
Congress Wealth Management LLC / DE / | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
GOULD ASSET MANAGEMENT LLC /CA/ | 5 | 5 | 0.08% | 0.20% | 0.24% | Q3 2022 | Q3 2023 | 5 |
MA Private Wealth | 5 | 5 | 0.09% | 0.17% | 0.21% | Q3 2022 | Q3 2023 | 5 |
RWA WEALTH PARTNERS, LLC | 5 | 5 | 0.49% | 0.62% | 1.10% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Wade Financial Advisory, Inc | 3 | 2 | 0.10% | 0.14% | 0.19% | Q2 2022 | Q3 2023 | 5 |
tru Independence LLC | 4 | 1 | 0.05% | 0.08% | 0.12% | Q1 2021 | Q2 2022 | 5 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
WealthShield Partners, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 5 |
Financial Architects, Inc | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.08% | 0.20% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FINANCIAL COUNSELORS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Fiera Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Karn, Couzens & Associates, Inc. | 4 | 4 | 0.13% | 0.16% | 0.18% | Q2 2021 | Q1 2022 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MAI Capital Management | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Aspire Private Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
Morton Brown Family Wealth, LLC | 4 | 4 | 0.01% | 0.05% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 3 |
CGN Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
RETIREMENT CAPITAL STRATEGIES | 3 | 3 | 0.24% | 0.27% | 0.31% | Q2 2021 | Q4 2021 | 3 |
Hoxton Planning & Management, LLC | 3 | 3 | 0.12% | 0.25% | 0.33% | Q4 2022 | Q2 2023 | 3 |
Copperleaf Capital, LLC | 3 | 3 | 0.24% | 0.34% | 0.42% | Q1 2023 | Q3 2023 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Creative Planning | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
LINCOLN NATIONAL CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Castle Rock Wealth Management, LLC | 2 | 1 | 0.12% | 0.16% | 0.19% | Q4 2020 | Q3 2021 | 3 |
Front Row Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Goldstein Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Capital CS Group, LLC | 3 | 3 | 0.39% | 0.69% | 1.15% | Q2 2021 | Q4 2021 | 3 |
Tempus Wealth Planning, LLC | 2 | 1 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 3 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 3 |
Optas, LLC | 3 | 3 | 0.83% | 0.94% | 1.09% | Q1 2023 | Q3 2023 | 3 |
Perigon Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Marcum Wealth, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Valmark Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Stratos Wealth Partners, LTD. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Atwater Malick LLC | 2 | 2 | 0.47% | 0.50% | 0.53% | Q2 2023 | Q3 2023 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ALESCO ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
National Wealth Management Group, LLC | 2 | 2 | 0.23% | 0.29% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Plancorp, LLC | 2 | 2 | 0.03% | 0.07% | 0.11% | Q2 2022 | Q3 2022 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Values Added Financial LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NorthCrest Asset Manangement, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2022 | Q2 2022 | 1 |
IMPACTfolio, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2021 | Q4 2021 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
High Falls Advisors, Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NWAM LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2021 | Q3 2021 | 1 |
FIRETHORN WEALTH PARTNERS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Keel Point, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sandbox Financial Partners, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Carr Financial Group Corp | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 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.