Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Tower Research Capital LLC (TRC) | 24 | 24 | 0.01% | 0.02% | 0.09% | Q4 2017 | Q3 2023 | 24 |
UBS Group AG | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 24 |
BESSEMER GROUP INC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
CX Institutional | 22 | 22 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
FIDUCIARY TRUST CO | 19 | 19 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
WHITTIER TRUST CO | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Baystate Wealth Management LLC | 19 | 19 | 0.06% | 0.10% | 0.17% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Creative Planning | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Ameritas Investment Partners, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
LPL Financial LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Avantax Planning Partners, Inc. | 14 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 17 |
COMMONWEALTH EQUITY SERVICES, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 17 |
TIAA, FSB | 16 | 16 | 0.05% | 0.27% | 0.35% | Q3 2019 | Q2 2023 | 16 |
Steward Partners Investment Advisory, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16 | 16 | 0.04% | 0.21% | 0.31% | Q4 2019 | Q3 2023 | 16 |
IFP Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
CENTRAL TRUST Co | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
EP Wealth Advisors, LLC | 12 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 15 |
IAG Wealth Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
WRAPMANAGER INC | 14 | 14 | 0.88% | 1.01% | 1.12% | Q2 2020 | Q3 2023 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 13 |
RVW Wealth, LLC | 13 | 13 | 0.00% | 0.06% | 0.15% | Q4 2020 | Q4 2023 | 13 |
Stokes Family Office, LLC | 12 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 13 |
AdvisorNet Financial, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
RAYMOND JAMES & ASSOCIATES | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
WELLS FARGO & COMPANY/MN | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
HighTower Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.11% | 0.43% | 1.83% | Q4 2020 | Q3 2023 | 12 |
Paracle Advisors, LLC | 12 | 12 | 0.06% | 0.08% | 0.12% | Q2 2018 | Q1 2021 | 12 |
Abacus Wealth Partners, LLC | 12 | 12 | 5.12% | 6.99% | 8.57% | Q4 2020 | Q3 2023 | 12 |
BerganKDV Wealth Management, LLC | 12 | 12 | 0.00% | 0.06% | 0.13% | Q3 2020 | Q2 2023 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
COMMERCE BANK | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Private Capital Group, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 11 |
Lido Advisors, LLC | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.14% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 11 |
UMB Bank, n.a. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
RPg Family Wealth Advisory, LLC | 11 | 11 | 0.05% | 0.06% | 0.06% | Q2 2017 | Q4 2019 | 11 |
Harborview Advisors, LLC | 11 | 11 | 0.19% | 0.32% | 0.44% | Q1 2019 | Q3 2021 | 11 |
Advisory Services Network, LLC | 6 | 4 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2023 | 10 |
Simmons Bank | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Koss-Olinger Consulting, LLC | 10 | 10 | 0.07% | 0.16% | 0.26% | Q1 2021 | Q2 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 10 |
Dynamic Advisor Solutions LLC | 10 | 10 | 0.02% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
EVERGREEN CAPITAL MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
First Allied Advisory Services, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2019 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Neumann Capital Management, LLC | 9 | 9 | 0.08% | 0.14% | 0.17% | Q3 2021 | Q3 2023 | 9 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 9 |
Opes Wealth Management LLC | 9 | 9 | 0.09% | 0.17% | 0.23% | Q3 2021 | Q3 2023 | 9 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Stratos Investment Management, LLC | 9 | 9 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Heritage Wealth Advisors | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Parallel Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Financial Architects, Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
NewEdge Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Geneos Wealth Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FMR LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.58% | 0.76% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
Raymond James Financial Services Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
McClarren Financial Advisors, Inc. | 5 | 3 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q3 2023 | 8 |
RETIREMENT INCOME SOLUTIONS, INC | 8 | 8 | 0.12% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
JONES FINANCIAL COMPANIES LLLP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 0.23% | 0.44% | 0.62% | Q4 2021 | Q3 2023 | 8 |
GOLDMAN SACHS GROUP INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 8 |
Parkside Financial Bank & Trust | 7 | 7 | 0.04% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Bank of New York Mellon Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
US BANCORP \DE\ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Morningstar Investment Services LLC | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
KEYBANK NATIONAL ASSOCIATION/OH | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
REGATTA CAPITAL GROUP, LLC | 7 | 7 | 0.48% | 0.69% | 0.93% | Q1 2022 | Q3 2023 | 7 |
WealthShield Partners, LLC | 7 | 7 | 0.11% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Trust Co | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
CITIGROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.01% | 0.15% | 0.26% | Q2 2022 | Q3 2023 | 7 |
JPMORGAN CHASE & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
LAKE STREET PRIVATE WEALTH, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 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 |
Private Advisor Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q1 2022 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Planning LLC | 5 | 5 | 1.47% | 2.12% | 2.74% | Q1 2022 | Q1 2023 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 0.28% | 0.30% | 0.33% | Q1 2022 | Q1 2023 | 5 |
Nuveen Asset Management, LLC | 5 | 5 | 0.01% | 0.11% | 0.19% | Q3 2018 | Q3 2019 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Revolve Wealth Partners, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 5 | 5 | 0.14% | 0.50% | 1.80% | Q4 2016 | Q4 2017 | 5 |
Bragg Financial Advisors, Inc | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Chicago Wealth Management, Inc. | 5 | 5 | 0.17% | 0.18% | 0.19% | Q1 2021 | Q1 2022 | 5 |
Stratos Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
One Capital Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Baldrige Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Covington Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
ERTS Wealth Advisors, LLC | 3 | 1 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q1 2022 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Equitable Holdings, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
FIRST FOUNDATION ADVISORS | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cresset Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FRANKLIN RESOURCES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
STIFEL FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AIRE ADVISORS, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.03% | 0.12% | 0.18% | Q4 2022 | Q2 2023 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.03% | 0.04% | 0.07% | Q2 2021 | Q1 2023 | 3 |
OLD MISSION CAPITAL LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Sage Advisory Services, Ltd.Co. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 2 |
Quantum Financial Advisors, LLC | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2022 | Q3 2022 | 2 |
Financial Avengers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Falcon Wealth Planning | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
VICUS CAPITAL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Strategic Point Investment Advisors, LLC | 2 | 2 | 0.24% | 0.26% | 0.29% | Q3 2019 | Q4 2019 | 2 |
FundX Investment Group, LLC | 2 | 2 | 0.13% | 0.32% | 0.51% | Q2 2021 | Q3 2021 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
RETIREMENT CAPITAL STRATEGIES | 2 | 2 | 0.32% | 0.44% | 0.56% | Q1 2021 | Q2 2021 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Milestone Investment Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 2.09% | 2.09% | 2.09% | Q2 2022 | Q2 2022 | 1 |
Phoenix Wealth Advisors | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2022 | Q4 2022 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2021 | Q3 2021 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Running Point Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Colorado Capital Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | 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.