Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
HighTower Advisors, LLC | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Tower Research Capital LLC (TRC) | 24 | 24 | 0.00% | 0.03% | 0.11% | Q4 2017 | Q3 2023 | 24 |
UBS Group AG | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
CX Institutional | 22 | 22 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
UMB Bank, n.a. | 21 | 21 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Financial Architects, Inc | 16 | 4 | 0.00% | 0.07% | 0.18% | Q2 2018 | Q2 2023 | 20 |
CITIGROUP INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Private Advisor Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Avantax Planning Partners, Inc. | 19 | 19 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Beaumont Financial Partners, LLC | 15 | 3 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2022 | 18 |
Patriot Financial Group Insurance Agency, LLC | 18 | 18 | 0.01% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
Sigma Planning Corp | 17 | 1 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 18 |
Cambridge Investment Research Advisors, Inc. | 18 | 18 | 0.00% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Arkos Global Advisors | 18 | 18 | 0.06% | 0.29% | 0.57% | Q4 2018 | Q1 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2022 | 18 |
US BANCORP \DE\ | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
AdvisorNet Financial, Inc | 17 | 17 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Stewardship Advisors, LLC | 16 | 16 | 0.84% | 1.57% | 2.18% | Q4 2019 | Q3 2023 | 16 |
TIAA, FSB | 16 | 16 | 0.06% | 0.44% | 0.69% | Q3 2019 | Q2 2023 | 16 |
Raymond James Financial Services Advisors, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Walkner Condon Financial Advisors LLC | 8 | 7 | 0.17% | 0.67% | 1.60% | Q4 2019 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 14 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
WealthShield Partners, LLC | 7 | 1 | 0.02% | 0.11% | 0.24% | Q1 2019 | Q3 2023 | 15 |
RVW Wealth, LLC | 15 | 15 | 1.26% | 2.16% | 3.23% | Q2 2020 | Q4 2023 | 15 |
IFP Advisors, Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.03% | 0.06% | 0.14% | Q2 2020 | Q3 2023 | 14 |
VICUS CAPITAL | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 14 | 14 | 0.20% | 2.12% | 4.78% | Q4 2019 | Q1 2023 | 14 |
MORGAN STANLEY | 11 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
LINCOLN NATIONAL CORP | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
First Allied Advisory Services, Inc. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2020 | 13 |
Baltimore-Washington Financial Advisors, Inc. | 13 | 13 | 0.04% | 0.09% | 0.10% | Q3 2020 | Q3 2023 | 13 |
McIlrath & Eck, LLC | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Lido Advisors, LLC | 13 | 13 | 0.01% | 0.07% | 0.15% | Q3 2020 | Q3 2023 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
GOLDMAN SACHS GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Planning LLC | 12 | 12 | 0.04% | 0.52% | 1.80% | Q4 2020 | Q3 2023 | 12 |
MISSION WEALTH MANAGEMENT, LP | 12 | 12 | 0.02% | 0.12% | 0.24% | Q4 2020 | Q3 2023 | 12 |
BOKF, NA | 9 | 3 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Westside Investment Management, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Kelman-Lazarov, Inc. | 12 | 12 | 0.08% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
RFG Advisory, LLC | 12 | 12 | 0.02% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
MML INVESTORS SERVICES, LLC | 9 | 3 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 12 |
3D/L Capital Management, LLC | 12 | 12 | 0.00% | 0.19% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Stratos Wealth Partners, LTD. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 11 |
Principle Wealth Partners LLC | 7 | 4 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Equitable Holdings, Inc. | 7 | 4 | 0.00% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 11 |
Institute for Wealth Management, LLC. | 11 | 11 | 0.08% | 0.18% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
IHT Wealth Management, LLC | 11 | 11 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
White Lighthouse Investment Management Inc. | 10 | 10 | 0.08% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Vestmark Advisory Solutions, Inc. | 10 | 10 | 0.10% | 0.19% | 0.39% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Dynamic Advisor Solutions LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
AMERIPRISE FINANCIAL INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
One Capital Management, LLC | 10 | 10 | 0.07% | 0.11% | 0.17% | Q2 2021 | Q3 2023 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Harborview Advisors, LLC | 10 | 10 | 0.24% | 0.45% | 0.62% | Q2 2019 | Q3 2021 | 10 |
Bryn Mawr Capital Management, LLC | 10 | 10 | 0.02% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Wescott Financial Advisory Group, LLC | 9 | 9 | 0.07% | 0.09% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Kistler-Tiffany Companies, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 9 |
Money Design Co.,Ltd. | 9 | 9 | 0.01% | 0.61% | 1.15% | Q3 2021 | Q3 2023 | 9 |
Kestra Advisory Services, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Mascoma Wealth Management LLC | 8 | 8 | 0.00% | 0.14% | 0.45% | Q4 2021 | Q3 2023 | 8 |
JPMORGAN CHASE & CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.32% | 0.38% | 0.53% | Q4 2021 | Q4 2023 | 8 |
Relyea Zuckerberg Hanson LLC | 8 | 8 | 0.09% | 0.16% | 0.21% | Q2 2020 | Q1 2022 | 8 |
Stearns Financial Services Group | 8 | 8 | 0.02% | 0.10% | 0.17% | Q4 2018 | Q3 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
LOCKERMAN FINANCIAL GROUP, INC. | 8 | 8 | 2.38% | 2.92% | 3.57% | Q4 2021 | Q3 2023 | 8 |
COMMERCE BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Berkshire Bank | 8 | 8 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Creative Planning | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
LifePlan Financial Group, Inc | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2020 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.08% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.63% | 1.30% | 1.61% | Q4 2021 | Q3 2023 | 8 |
Bank of New York Mellon Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Orion Portfolio Solutions, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 8 |
AlphaCore Capital LLC | 4 | 1 | 0.00% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 8 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Refined Wealth Management | 7 | 7 | 11.40% | 13.65% | 16.76% | Q1 2022 | Q3 2023 | 7 |
Navigation Wealth Management, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 7 |
Rede Wealth, LLC | 6 | 1 | 0.12% | 0.20% | 0.33% | Q4 2020 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q1 2021 | 7 |
Trust Co | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
GREENUP STREET WEALTH MANAGEMENT LLC | 6 | 6 | 0.10% | 0.15% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
STIFEL FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
JANE STREET GROUP, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 6 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
ASSETMARK, INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
SYNOVUS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Realta Investment Advisors | 3 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q2 2023 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
BALASA DINVERNO & FOLTZ LLC | 6 | 6 | 0.03% | 0.06% | 0.07% | Q2 2021 | Q3 2022 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Chicago Wealth Management, Inc. | 4 | 1 | 0.14% | 0.16% | 0.20% | Q4 2019 | Q1 2022 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WIPFLI FINANCIAL ADVISORS LLC, | 4 | 1 | 0.01% | 0.08% | 0.23% | Q4 2020 | Q3 2022 | 5 |
Colorado Capital Management, Inc. | 4 | 1 | 0.19% | 0.64% | 1.01% | Q1 2020 | Q3 2023 | 5 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 5 | 5 | 0.16% | 0.51% | 1.79% | Q4 2016 | Q4 2017 | 5 |
Beacon Financial Advisory LLC | 4 | 1 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q2 2023 | 5 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
GenWealth Group, Inc. | 4 | 1 | 0.11% | 0.19% | 0.22% | Q1 2022 | Q3 2023 | 5 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 5 | 5 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q2 2022 | 5 |
COZAD ASSET MANAGEMENT INC | 4 | 1 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Focused Wealth Management, Inc | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
LexAurum Advisors, LLC | 3 | 2 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 5 |
WCG Wealth Advisors LLC | 2 | 2 | 0.02% | 0.14% | 0.30% | Q2 2022 | Q3 2023 | 4 |
MFA WEALTH ADVISORS, LLC | 2 | 2 | 0.18% | 0.26% | 0.41% | Q3 2021 | Q3 2023 | 4 |
SAGE FINANCIAL GROUP INC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
VALICENTI ADVISORY SERVICES INC | 4 | 4 | 0.39% | 1.02% | 1.38% | Q4 2021 | Q3 2022 | 4 |
Francis Financial, Inc. | 4 | 4 | 0.27% | 1.69% | 2.24% | Q4 2022 | Q3 2023 | 4 |
OneAscent Financial Services LLC | 4 | 4 | 0.05% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Benedetti & Gucer, Inc. | 3 | 1 | 0.13% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 4 |
Concord Wealth Partners | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.14% | 0.65% | 1.09% | Q3 2020 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.11% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Falcon Wealth Planning | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
D.A. DAVIDSON & CO. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
STEPHENS INC /AR/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
Clean Yield Group | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Diversified, LLC | 3 | 1 | 0.09% | 0.15% | 0.19% | Q4 2020 | Q4 2021 | 4 |
Cornerstone Advisory, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Fulcrum Equity Management | 3 | 1 | 0.09% | 0.55% | 1.00% | Q2 2020 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 4 |
Beacon Harbor Wealth Advisors, Inc. | 4 | 4 | 3.56% | 4.37% | 5.06% | Q1 2020 | Q4 2020 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Curtis Advisory Group, LLC | 4 | 4 | 0.10% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Fountainhead AM, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Nuveen Asset Management, LLC | 4 | 4 | 0.01% | 0.16% | 0.22% | Q3 2018 | Q2 2019 | 4 |
Aprio Wealth Management, LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
L & S Advisors Inc | 3 | 3 | 0.07% | 0.14% | 0.23% | Q1 2023 | Q3 2023 | 3 |
FINANCIAL LIFE ADVISORS | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
LAKE STREET PRIVATE WEALTH, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 3 |
JAMES INVESTMENT RESEARCH INC | 3 | 3 | 0.24% | 0.27% | 0.31% | Q3 2021 | Q1 2022 | 3 |
EP Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
CGN Advisors LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q4 2020 | Q2 2021 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
NORTHSTAR ASSET MANAGEMENT INC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q4 2022 | 3 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
GPS Wealth Strategies Group, LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q4 2021 | Q3 2023 | 3 |
SimpliFi, Inc. | 1 | 1 | 0.09% | 0.10% | 0.11% | Q2 2020 | Q2 2021 | 3 |
Canal Capital Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Virtu KCG Holdings LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q2 2017 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
GeoWealth Management, LLC | 1 | 1 | 0.02% | 0.10% | 0.24% | Q3 2021 | Q3 2023 | 3 |
NIEMANN CAPITAL MANAGEMENT INC | 2 | 1 | 2.54% | 5.73% | 12.09% | Q4 2019 | Q3 2020 | 3 |
AIRE ADVISORS, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q4 2022 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
DeDora Capital, Inc. | 3 | 3 | 0.89% | 1.30% | 1.88% | Q1 2023 | Q3 2023 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Clear Creek Financial Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Redwood Financial Network Corp | 3 | 3 | 0.28% | 0.43% | 0.54% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ellis Investment Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Cooper Financial Group | 2 | 2 | 0.26% | 0.27% | 0.27% | Q1 2020 | Q2 2020 | 2 |
Financial Avengers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.89% | 0.91% | 0.92% | Q4 2021 | Q1 2022 | 2 |
Barber Financial Group, Inc. | 2 | 2 | 3.14% | 3.36% | 3.58% | Q3 2019 | Q4 2019 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Herold Advisors, Inc. | 2 | 2 | 0.11% | 0.15% | 0.20% | Q3 2021 | Q4 2021 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Fortune 45 LLC | 2 | 2 | 0.34% | 0.37% | 0.40% | Q4 2021 | Q1 2022 | 2 |
Sage Advisory Services, Ltd.Co. | 2 | 2 | 0.10% | 0.12% | 0.14% | Q3 2022 | Q4 2022 | 2 |
IMPACTfolio, LLC | 2 | 2 | 1.56% | 1.62% | 1.68% | Q3 2023 | Q4 2023 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Golden State Equity Partners | 2 | 2 | 0.00% | 0.20% | 0.41% | Q2 2023 | Q3 2023 | 2 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Private Ocean, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FINANCIAL CONSULATE, INC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q4 2022 | Q4 2022 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2021 | Q2 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
3D ASSET MANAGEMENT, INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lowell Blake & Associates Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Prism Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 4.40% | 4.40% | 4.40% | Q1 2023 | Q1 2023 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DOHJ, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own NUSHARES ETF TR or have owned NUSHARES ETF TR in the past.