Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 25 | 25 | 0.00% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 25 |
Migdal Insurance & Financial Holdings Ltd. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
HighTower Advisors, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Tower Research Capital LLC (TRC) | 24 | 24 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 24 |
BESSEMER GROUP INC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
UBS Group AG | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.00% | 0.04% | 0.12% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Cambridge Investment Research Advisors, Inc. | 19 | 2 | 0.00% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 21 |
Cetera Advisor Networks LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
UMB Bank, n.a. | 19 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 20 |
Brinker Capital Investments, LLC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q4 2022 | 20 |
Financial Architects, Inc | 16 | 4 | 0.00% | 0.07% | 0.16% | Q2 2018 | Q2 2023 | 20 |
Kelman-Lazarov, Inc. | 19 | 19 | 0.11% | 0.15% | 0.21% | Q1 2019 | Q3 2023 | 19 |
CITIGROUP INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Avantax Planning Partners, Inc. | 19 | 19 | 0.05% | 0.18% | 0.25% | Q1 2019 | Q3 2023 | 19 |
AdvisorNet Financial, Inc | 19 | 19 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
ROYAL BANK OF CANADA | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Private Advisor Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
VICUS CAPITAL | 18 | 18 | 0.07% | 0.24% | 0.39% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 13 | 4 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 17 |
Strategic Point Investment Advisors, LLC | 17 | 17 | 0.24% | 0.54% | 0.89% | Q3 2019 | Q3 2023 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Carroll Financial Associates, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2021 | 16 |
BAILARD, INC. | 16 | 16 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
WELLS FARGO & COMPANY/MN | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
TIAA, FSB | 16 | 16 | 0.05% | 0.44% | 0.63% | Q3 2019 | Q2 2023 | 16 |
CENTRAL TRUST Co | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16 | 16 | 0.06% | 0.33% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Advisory Services Network, LLC | 16 | 16 | 0.00% | 0.07% | 0.16% | Q4 2019 | Q3 2023 | 16 |
ATLAS CAPITAL ADVISORS LLC | 12 | 3 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 15 |
Colorado Capital Management, Inc. | 15 | 15 | 0.27% | 0.35% | 0.67% | Q1 2020 | Q3 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
WealthShield Partners, LLC | 7 | 1 | 0.01% | 0.13% | 0.27% | Q1 2019 | 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 | 0.22% | 0.58% | 1.26% | Q4 2019 | Q3 2023 | 15 |
Baird Financial Group, Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Sage Advisory Services, Ltd.Co. | 11 | 1 | 0.10% | 0.14% | 0.19% | Q2 2019 | Q3 2023 | 15 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
GOLDMAN SACHS GROUP INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
BRYN MAWR TRUST Co | 14 | 14 | 0.10% | 0.14% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 13 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 14 |
Orion Portfolio Solutions, LLC | 12 | 2 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.03% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 14 |
Savant Capital, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 13 | 13 | 0.09% | 0.15% | 0.23% | Q3 2020 | Q3 2023 | 13 |
US BANCORP \DE\ | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
First Allied Advisory Services, Inc. | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q3 2020 | 13 |
Steward Partners Investment Advisory, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
IFP Advisors, Inc | 6 | 1 | 0.00% | 0.03% | 0.14% | Q1 2016 | Q3 2023 | 13 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Tortoise Investment Management, LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
MISSION WEALTH MANAGEMENT, LP | 12 | 12 | 0.04% | 0.15% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Stewardship Advisors, LLC | 12 | 12 | 1.24% | 2.72% | 4.36% | Q4 2020 | Q3 2023 | 12 |
Harborview Advisors, LLC | 12 | 12 | 0.23% | 0.43% | 0.63% | Q4 2018 | Q3 2021 | 12 |
RFG Advisory, LLC | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Key FInancial Inc | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Lido Advisors, LLC | 12 | 12 | 0.01% | 0.09% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
D.A. DAVIDSON & CO. | 11 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 11 | 11 | 0.21% | 0.45% | 0.65% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.16% | 0.40% | 0.65% | Q4 2020 | Q3 2023 | 11 |
MML INVESTORS SERVICES, LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
PFS INVESTMENTS INC. | 8 | 1 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q2 2023 | 11 |
STALEY CAPITAL ADVISERS INC | 11 | 11 | 0.14% | 0.17% | 0.20% | Q1 2021 | Q3 2023 | 11 |
CGN Advisors LLC | 8 | 3 | 0.03% | 0.10% | 0.26% | Q4 2020 | Q4 2023 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
STIFEL FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
BOKF, NA | 9 | 2 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 11 | 11 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 10 | 10 | 0.01% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Concord Wealth Partners | 10 | 10 | 0.38% | 1.07% | 1.36% | Q2 2021 | Q3 2023 | 10 |
One Capital Management, LLC | 10 | 10 | 0.05% | 0.11% | 0.21% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Hamilton Capital, LLC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q1 2023 | 10 |
Parallel Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Baystate Wealth Management LLC | 10 | 10 | 0.22% | 0.25% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Sand Hill Global Advisors, LLC | 10 | 10 | 0.09% | 0.22% | 0.36% | Q4 2020 | Q1 2023 | 10 |
MARINO, STRAM & ASSOCIATES LLC | 9 | 1 | 0.42% | 0.77% | 0.87% | Q1 2021 | Q3 2023 | 10 |
Vestmark Advisory Solutions, Inc. | 10 | 10 | 0.10% | 0.19% | 0.34% | Q2 2021 | Q3 2023 | 10 |
Opes Wealth Management LLC | 10 | 10 | 0.08% | 0.41% | 0.59% | Q2 2021 | Q3 2023 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
AMERIPRISE FINANCIAL INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
McIlrath & Eck, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Archer Investment Corp | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Institute for Wealth Management, LLC. | 9 | 9 | 0.06% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Money Design Co.,Ltd. | 9 | 9 | 0.01% | 0.84% | 1.38% | Q3 2021 | Q3 2023 | 9 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Onyx Bridge Wealth Group LLC | 9 | 9 | 0.11% | 0.23% | 0.37% | Q3 2021 | Q3 2023 | 9 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Wescott Financial Advisory Group, LLC | 9 | 9 | 0.05% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 9 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 9 |
Perella Weinberg Partners Capital Management LP | 7 | 2 | 0.27% | 3.45% | 7.60% | Q2 2021 | Q3 2023 | 9 |
FMR LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Kestra Advisory Services, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
First Horizon Advisors, Inc. | 6 | 3 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.82% | 7.88% | 11.70% | Q3 2021 | Q3 2023 | 9 |
PrairieView Partners, LLC | 8 | 8 | 0.03% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.05% | 0.14% | 0.20% | Q2 2021 | Q1 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
American Portfolios Advisors | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Stearns Financial Services Group | 8 | 8 | 0.02% | 0.07% | 0.11% | Q4 2018 | Q3 2020 | 8 |
COMMERCE BANK | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Richard Bernstein Advisors LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 8 |
Clear Perspectives Financial Planning, LLC | 8 | 8 | 0.00% | 0.45% | 1.84% | Q2 2021 | Q1 2023 | 8 |
LifePlan Financial Group, Inc | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2020 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.02% | 0.05% | 0.14% | Q4 2021 | Q3 2023 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
JPMORGAN CHASE & CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sandbox Financial Partners, LLC | 8 | 8 | 0.17% | 0.45% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 1.10% | 1.17% | 1.29% | Q4 2021 | Q3 2023 | 8 |
Merit Financial Group, LLC | 8 | 8 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
LOCKERMAN FINANCIAL GROUP, INC. | 8 | 8 | 2.10% | 2.93% | 3.52% | Q4 2021 | Q3 2023 | 8 |
LAKE STREET PRIVATE WEALTH, LLC | 8 | 8 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
HSBC HOLDINGS PLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
RVW Wealth, LLC | 3 | 2 | 0.00% | 0.04% | 0.13% | Q1 2021 | Q4 2023 | 7 |
SAGE FINANCIAL GROUP INC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Trust Co | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
REGATTA CAPITAL GROUP, LLC | 7 | 7 | 0.52% | 1.54% | 2.43% | Q1 2022 | Q3 2023 | 7 |
One Day In July LLC | 7 | 7 | 0.12% | 0.33% | 0.47% | Q1 2022 | Q3 2023 | 7 |
ROPES WEALTH ADVISORS LLC | 7 | 7 | 0.25% | 0.80% | 1.14% | Q1 2022 | Q3 2023 | 7 |
ST GERMAIN D J CO INC | 4 | 3 | 0.11% | 0.23% | 0.73% | Q1 2022 | Q4 2023 | 7 |
Navigation Wealth Management, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 7 | 7 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Mascoma Wealth Management LLC | 7 | 7 | 0.17% | 0.47% | 0.55% | Q1 2022 | Q3 2023 | 7 |
REGENTATLANTIC CAPITAL LLC | 7 | 7 | 0.05% | 0.11% | 0.14% | Q1 2021 | Q3 2022 | 7 |
Johnson Bixby & Associates, LLC | 7 | 7 | 0.11% | 0.19% | 0.25% | Q1 2022 | Q3 2023 | 7 |
AllSquare Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.10% | 0.31% | 0.42% | Q4 2021 | Q3 2023 | 7 |
First Pacific Financial | 7 | 7 | 0.14% | 0.19% | 0.31% | Q1 2022 | Q3 2023 | 7 |
CWM, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2021 | 7 |
WCG Wealth Advisors LLC | 4 | 1 | 0.01% | 0.13% | 0.22% | Q2 2022 | Q3 2023 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
EASTERN BANK | 6 | 6 | 0.10% | 0.16% | 0.22% | Q2 2022 | Q3 2023 | 6 |
ASSETMARK, INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Financial Connections Group, Inc. | 6 | 6 | 0.08% | 0.92% | 1.31% | Q2 2022 | Q3 2023 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
EP Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Bank of New York Mellon Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SYNOVUS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Fund Evaluation Group, LLC | 6 | 6 | 0.81% | 1.46% | 1.90% | Q2 2022 | Q3 2023 | 6 |
BSW Wealth Partners | 6 | 6 | 1.17% | 1.28% | 1.38% | Q2 2022 | Q3 2023 | 6 |
3EDGE Asset Management, LP | 5 | 1 | 0.04% | 0.09% | 0.20% | Q2 2021 | Q1 2023 | 6 |
Relyea Zuckerberg Hanson LLC | 3 | 3 | 0.05% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 6 |
Focused Wealth Management, Inc | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 5 |
Intergy Private Wealth, LLC | 5 | 5 | 0.13% | 0.17% | 0.21% | Q2 2022 | Q2 2023 | 5 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 5 | 5 | 0.15% | 0.44% | 1.45% | Q4 2016 | Q4 2017 | 5 |
BRAVE ASSET MANAGEMENT INC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q1 2022 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 0.64% | 0.71% | 0.74% | Q1 2022 | Q1 2023 | 5 |
WIPFLI FINANCIAL ADVISORS LLC, | 4 | 1 | 0.01% | 0.13% | 0.30% | Q4 2020 | Q3 2022 | 5 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Forefront Analytics, LLC | 4 | 4 | 3.28% | 10.67% | 13.94% | Q2 2022 | Q1 2023 | 4 |
STEPHENS INC /AR/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Legacy Financial Group LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Cresset Asset Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q1 2023 | 4 |
Fountainhead AM, LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
BINGHAM OSBORN & SCARBOROUGH LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DeDora Capital, Inc. | 4 | 4 | 0.10% | 1.94% | 2.57% | Q2 2022 | Q1 2023 | 4 |
GenWealth Group, Inc. | 2 | 1 | 0.11% | 0.17% | 0.19% | Q1 2022 | Q3 2023 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.05% | 0.08% | 0.12% | Q1 2021 | Q2 2022 | 4 |
McClarren Financial Advisors, Inc. | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NWAM LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.06% | 0.17% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Opal Wealth Advisors, LLC | 4 | 4 | 0.48% | 0.53% | 0.60% | Q3 2022 | Q2 2023 | 4 |
Falcon Wealth Planning | 4 | 4 | 0.08% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Northland Capital Management LLC | 4 | 4 | 2.63% | 4.04% | 5.03% | Q4 2021 | Q3 2022 | 4 |
Rede Wealth, LLC | 4 | 4 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.11% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
OneDigital Investment Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 4 |
Ameritas Investment Partners, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Western Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Wells Financial Advisors INC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q1 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.01% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Virtu KCG Holdings LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2017 | 3 |
CHOREO, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
HUNTINGTON NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Curtis Advisory Group, LLC | 3 | 3 | 0.10% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
TIFF ADVISORY SERVICES, LLC | 3 | 3 | 1.19% | 1.57% | 1.77% | Q3 2020 | Q1 2021 | 3 |
Nuveen Asset Management, LLC | 3 | 3 | 0.12% | 0.15% | 0.16% | Q3 2018 | Q1 2019 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
AIRE ADVISORS, LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q4 2022 | 3 |
Peak Asset Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
MBE Wealth Management, LLC | 2 | 1 | 0.00% | 0.25% | 0.41% | Q1 2020 | Q1 2021 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
RETIREMENT CAPITAL STRATEGIES | 2 | 1 | 0.27% | 0.42% | 0.61% | Q1 2021 | Q3 2023 | 3 |
OneAscent Financial Services LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q2 2023 | 3 |
AIFG Consultants Ltd. | 3 | 3 | 0.37% | 0.42% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Spire Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
O'Brien Wealth Partners LLC | 3 | 3 | 1.92% | 1.97% | 2.00% | Q1 2023 | Q3 2023 | 3 |
WASHINGTON TRUST Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 2 |
PENOBSCOT WEALTH MANAGEMENT | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Trek Financial, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Sigma Planning Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
UBS ASSET MANAGEMENT AMERICAS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.63% | 0.70% | 0.77% | Q1 2022 | Q2 2022 | 2 |
PFG Investments, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Northwest Capital Management Inc | 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 |
Financial Avengers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2022 | 2 |
Operose Advisors LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Chicago Wealth Management, Inc. | 2 | 2 | 0.28% | 0.33% | 0.38% | Q2 2022 | Q3 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Personal Wealth Partners | 1 | 1 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q1 2022 | Q2 2022 | 2 |
CGC Financial Services, LLC | 2 | 2 | 3.05% | 3.09% | 3.12% | Q2 2023 | Q3 2023 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Gerber Kawasaki Wealth & Investment Management | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Private Ocean, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Dunhill Financial, LLC | 1 | 1 | 3.03% | 3.03% | 3.03% | Q2 2023 | Q2 2023 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CARRET ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
WNY Asset Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own NUSHARES ETF TR or have owned NUSHARES ETF TR in the past.