Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2024 | 27 |
ROYAL BANK OF CANADA | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2024 | 26 |
UBS Group AG | 26 | 26 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2024 | 26 |
LPL Financial LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2024 | 26 |
UMB Bank, n.a. | 26 | 26 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q2 2024 | 26 |
CX Institutional | 25 | 25 | 0.01% | 0.08% | 0.24% | Q2 2018 | Q2 2024 | 25 |
ENVESTNET ASSET MANAGEMENT INC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2024 | 24 |
PROFFITT & GOODSON INC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
Cambridge Investment Research Advisors, Inc. | 23 | 23 | 0.00% | 0.10% | 0.16% | Q4 2018 | Q2 2024 | 23 |
MISSION WEALTH MANAGEMENT, LP | 23 | 23 | 0.02% | 0.11% | 0.34% | Q4 2018 | Q2 2024 | 23 |
Litman Gregory Wealth Management LLC | 17 | 5 | 0.00% | 0.22% | 0.51% | Q4 2018 | Q2 2024 | 22 |
Avantax Planning Partners, Inc. | 22 | 22 | 0.04% | 0.08% | 0.14% | Q1 2019 | Q2 2024 | 22 |
Boston Standard Wealth Management, LLC | 22 | 22 | 0.40% | 0.55% | 0.70% | Q1 2019 | Q2 2024 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.00% | 0.06% | 0.13% | Q1 2019 | Q2 2024 | 22 |
Stratos Wealth Partners, LTD. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2024 | 21 |
ASSETMARK, INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2024 | 20 |
IAG Wealth Partners, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2024 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 19 |
Raymond James Financial Services Advisors, Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 19 |
RAYMOND JAMES & ASSOCIATES | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 19 |
Miracle Mile Advisors, LLC | 19 | 19 | 0.03% | 0.09% | 0.17% | Q4 2019 | Q2 2024 | 19 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2024 | 18 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.04% | Q4 2017 | Q2 2024 | 18 |
HighTower Advisors, LLC | 13 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2024 | 17 |
BALDWIN WEALTH PARTNERS LLC/MA | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2024 | 17 |
Walkner Condon Financial Advisors LLC | 10 | 7 | 0.15% | 0.98% | 3.12% | Q4 2019 | Q2 2024 | 17 |
MML INVESTORS SERVICES, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2024 | 17 |
D.A. DAVIDSON & CO. | 14 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2024 | 16 |
US BANCORP \DE\ | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 16 |
COLONY GROUP LLC | 16 | 16 | 0.01% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
MORGAN STANLEY | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 15 |
C-J Advisory, Inc. | 15 | 15 | 0.09% | 0.82% | 1.27% | Q1 2018 | Q3 2021 | 15 |
Charter Oak Capital Management, LLC | 15 | 15 | 0.51% | 0.61% | 0.66% | Q4 2020 | Q2 2024 | 15 |
Procyon Advisors, LLC | 13 | 2 | 0.03% | 0.13% | 0.19% | Q1 2020 | Q2 2024 | 15 |
WealthShield Partners, LLC | 6 | 1 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q2 2024 | 14 |
Kelman-Lazarov, Inc. | 14 | 14 | 0.10% | 0.21% | 0.43% | Q1 2021 | Q2 2024 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2024 | 14 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 14 | 14 | 0.03% | 0.09% | 0.15% | Q2 2019 | Q3 2022 | 14 |
Canal Capital Management, LLC | 5 | 4 | 0.04% | 0.09% | 0.18% | Q2 2019 | Q2 2024 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q2 2024 | 14 |
HARBOUR INVESTMENTS, INC. | 9 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2024 | 13 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 10 | 3 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q2 2024 | 13 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.22% | 1.12% | Q1 2020 | Q1 2023 | 13 |
Vestmark Advisory Solutions, Inc. | 13 | 13 | 0.10% | 0.18% | 0.31% | Q2 2021 | Q2 2024 | 13 |
IFP Advisors, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2024 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q2 2022 | 13 |
NATIXIS ADVISORS, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2024 | 13 |
WELLS FARGO & COMPANY/MN | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 13 |
Gitterman Wealth Management, LLC | 13 | 13 | 0.26% | 0.54% | 1.14% | Q2 2021 | Q2 2024 | 13 |
Koss-Olinger Consulting, LLC | 12 | 1 | 0.06% | 0.42% | 0.79% | Q1 2021 | Q2 2024 | 13 |
Smithfield Trust Co | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 13 |
Financial Architects, Inc | 9 | 4 | 0.00% | 0.11% | 0.39% | Q2 2018 | Q2 2023 | 13 |
Sandbox Financial Partners, LLC | 12 | 12 | 0.16% | 0.47% | 0.85% | Q3 2021 | Q2 2024 | 12 |
CGN Advisors LLC | 9 | 3 | 0.03% | 0.18% | 0.49% | Q4 2020 | Q2 2024 | 12 |
BerganKDV Wealth Management, LLC | 12 | 12 | 0.02% | 0.32% | 0.53% | Q3 2020 | Q2 2023 | 12 |
Cetera Investment Advisers | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2024 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q2 2024 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
LOCKERMAN FINANCIAL GROUP, INC. | 11 | 11 | 2.02% | 3.62% | 5.30% | Q4 2021 | Q2 2024 | 11 |
EverSource Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q2 2024 | 11 |
Wealthfront Advisers LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 11 |
Evolution Advisers, Inc. | 11 | 11 | 0.64% | 0.73% | 1.21% | Q4 2021 | Q2 2024 | 11 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2024 | 11 |
First Pacific Financial | 6 | 5 | 0.00% | 0.46% | 1.41% | Q3 2020 | Q2 2024 | 11 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2024 | 11 |
Silver Oak Advisory Group, Inc. | 10 | 10 | 0.33% | 0.79% | 1.32% | Q1 2022 | Q2 2024 | 10 |
CITIGROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 10 |
Private Ocean, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
FRANKLIN RESOURCES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2024 | 10 |
WCG Wealth Advisors LLC | 9 | 9 | 0.07% | 0.57% | 0.83% | Q2 2022 | Q2 2024 | 10 |
Orion Portfolio Solutions, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2023 | 10 |
PRIVATE TRUST CO NA | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q2 2024 | 9 |
Integrated Wealth Concepts LLC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 9 |
Aaron Wealth Advisors LLC | 6 | 3 | 0.03% | 0.06% | 0.16% | Q4 2021 | Q2 2024 | 9 |
LexAurum Advisors, LLC | 8 | 1 | 0.07% | 0.11% | 0.13% | Q1 2022 | Q2 2024 | 9 |
Arkos Global Advisors | 5 | 2 | 0.07% | 0.18% | 0.31% | Q4 2018 | Q3 2022 | 9 |
STONNINGTON GROUP, LLC | 6 | 2 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q1 2023 | 8 |
Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2024 | 8 |
LifePlan Financial Group, Inc | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2023 | 8 |
Westside Investment Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Ameritas Investment Partners, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 7 |
Congress Wealth Management LLC / DE / | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Navigation Wealth Management, Inc. | 7 | 7 | 0.00% | 0.02% | 0.07% | Q1 2021 | Q3 2022 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2024 | 7 |
American Portfolios Advisors | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Covestor Ltd | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 7 |
Legacy Financial Group LLC | 5 | 2 | 0.14% | 0.18% | 0.21% | Q3 2022 | Q2 2024 | 7 |
Financial Network Wealth Management LLC | 7 | 7 | 1.21% | 1.63% | 2.01% | Q4 2022 | Q2 2024 | 7 |
Gradient Investments LLC | 7 | 7 | 0.02% | 0.05% | 0.07% | Q4 2018 | Q2 2020 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Kestra Advisory Services, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 6 |
SageView Advisory Group, LLC | 5 | 1 | 0.11% | 0.13% | 0.16% | Q4 2022 | Q2 2024 | 6 |
Vahanian & Associates Financial Planning Inc. | 6 | 6 | 0.40% | 1.11% | 1.78% | Q4 2021 | Q1 2023 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Avondale Wealth Management | 6 | 6 | 0.03% | 0.05% | 0.05% | Q1 2021 | Q2 2022 | 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% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Advisory Services Network, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 6 |
Keudell/Morrison Wealth Management | 6 | 6 | 0.24% | 0.29% | 0.33% | Q1 2023 | Q2 2024 | 6 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 6 |
Creative Planning | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2024 | 5 |
Prime Capital Investment Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2024 | 5 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 2 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 5 |
Stordahl Capital Management, Inc. | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q2 2024 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Cherry Tree Wealth Management, LLC | 5 | 5 | 0.09% | 0.10% | 0.12% | Q2 2023 | Q2 2024 | 5 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
RETIREMENT CAPITAL STRATEGIES | 3 | 1 | 0.20% | 0.41% | 0.68% | Q2 2018 | Q2 2022 | 4 |
Nuveen Asset Management, LLC | 4 | 4 | 0.01% | 0.09% | 0.15% | Q3 2018 | Q2 2019 | 4 |
BEACON FINANCIAL PLANNING, INC | 4 | 4 | 0.26% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 4 |
Vanguard Personalized Indexing Management, LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q1 2022 | 4 |
Main Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Sand Hill Global Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q1 2024 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2023 | Q2 2024 | 4 |
Envestnet Portfolio Solutions, Inc. | 4 | 4 | 0.05% | 0.07% | 0.08% | Q3 2023 | Q2 2024 | 4 |
Colorado Capital Management, Inc. | 4 | 4 | 0.44% | 1.57% | 1.99% | Q3 2023 | Q2 2024 | 4 |
WIPFLI FINANCIAL ADVISORS LLC, | 4 | 4 | 0.03% | 0.09% | 0.23% | Q1 2021 | Q4 2021 | 4 |
WNY Asset Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2023 | Q2 2024 | 4 |
GRAND WEALTH MANAGEMENT, LLC | 3 | 1 | 0.13% | 0.39% | 0.49% | Q2 2022 | Q3 2023 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q3 2023 | Q2 2024 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Continuum Advisory, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
BayBridge Capital Group, LLC | 3 | 3 | 0.45% | 0.47% | 0.48% | Q4 2023 | Q2 2024 | 3 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Smartleaf Asset Management LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2023 | Q2 2024 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.04% | 0.05% | Q4 2023 | Q2 2024 | 3 |
MAYPORT, LLC | 3 | 3 | 0.73% | 0.82% | 0.95% | Q4 2023 | Q2 2024 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
NewEdge Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Tower Research Capital LLC (TRC) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Tidemark, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2023 | Q2 2024 | 3 |
Colony Group, LLC | 3 | 3 | 0.02% | 0.05% | 0.08% | Q4 2023 | Q2 2024 | 3 |
Bear Mountain Capital, Inc. | 3 | 3 | 0.15% | 0.15% | 0.16% | Q4 2023 | Q2 2024 | 3 |
Castleview Partners, LLC | 3 | 3 | 0.14% | 0.29% | 0.39% | Q4 2021 | Q2 2022 | 3 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.30% | 0.60% | Q4 2023 | Q1 2024 | 2 |
Orion Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Horizon Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Prentice Wealth Management LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2018 | 2 |
Pinnacle Advisory Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Geneos Wealth Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SEEDS INVESTOR LLC | 2 | 2 | 0.28% | 0.45% | 0.62% | Q4 2023 | Q1 2024 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.05% | 0.09% | 0.13% | Q3 2018 | Q4 2018 | 2 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2017 | Q4 2017 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2024 | Q1 2024 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Diversified, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2024 | Q2 2024 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Brio Consultants, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own NUSHARES ETF TR or have owned NUSHARES ETF TR in the past.