Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
PNC FINANCIAL SERVICES GROUP, INC. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
RAYMOND JAMES & ASSOCIATES | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
LPL Financial LLC | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
ROYAL BANK OF CANADA | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
MORGAN STANLEY | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Citadel Advisors | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 24 |
CITIGROUP INC | 21 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 24 |
BANK OF AMERICA CORP /DE/ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 23 |
Cambridge Investment Research Advisors, Inc. | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 22 | 22 | 0.02% | 0.09% | 0.13% | Q1 2017 | Q2 2022 | 22 |
JANE STREET GROUP, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.09% | Q2 2018 | Q3 2023 | 22 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 21 |
UBS Group AG | 12 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q4 2022 | 21 |
Migdal Insurance & Financial Holdings Ltd. | 12 | 2 | 0.00% | 0.02% | 0.08% | Q3 2017 | Q1 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
MML INVESTORS SERVICES, LLC | 15 | 2 | 0.00% | 0.03% | 0.10% | Q1 2018 | Q3 2023 | 19 |
VALLEY NATIONAL ADVISERS INC | 19 | 19 | 0.00% | 0.13% | 0.42% | Q1 2019 | Q3 2023 | 19 |
CITY HOLDING CO | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Geneos Wealth Management Inc. | 16 | 2 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 18 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 18 | 18 | 0.05% | 0.32% | 0.67% | Q2 2019 | Q3 2023 | 18 |
PERSONAL CFO SOLUTIONS, LLC | 16 | 16 | 0.06% | 0.63% | 1.67% | Q4 2019 | Q3 2023 | 16 |
IFG Advisory, LLC | 16 | 16 | 0.06% | 0.27% | 0.58% | Q4 2017 | Q3 2021 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 16 |
Core Wealth Advisors, Inc. | 16 | 16 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 16 |
BANK HAPOALIM BM | 9 | 2 | 0.05% | 0.32% | 1.14% | Q2 2017 | Q4 2021 | 15 |
CAPTRUST FINANCIAL ADVISORS | 13 | 2 | 0.00% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 15 |
CALTON & ASSOCIATES, INC. | 8 | 7 | 0.05% | 0.08% | 0.11% | Q2 2018 | Q1 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 15 |
BANK OF MONTREAL /CAN/ | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 15 |
Ausdal Financial Partners, Inc. | 13 | 2 | 0.05% | 0.11% | 0.22% | Q2 2018 | Q1 2022 | 15 |
Avondale Wealth Management | 15 | 15 | 0.23% | 0.74% | 1.54% | Q1 2020 | Q3 2023 | 15 |
FMR LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Sandy Spring Bank | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PITTENGER & ANDERSON INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
Tower Research Capital LLC (TRC) | 6 | 2 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q2 2022 | 14 |
Crescent Grove Advisors, LLC | 14 | 14 | 0.26% | 0.46% | 0.72% | Q2 2018 | Q3 2021 | 14 |
Advisory Services Network, LLC | 8 | 2 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
American Portfolios Advisors | 10 | 1 | 0.00% | 0.04% | 0.20% | Q3 2018 | Q3 2022 | 13 |
Steward Partners Investment Advisory, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
HUNTINGTON NATIONAL BANK | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Capital Investment Advisory Services, LLC | 13 | 13 | 0.03% | 0.10% | 0.20% | Q3 2020 | Q3 2023 | 13 |
AdvisorNet Financial, Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 13 |
AMERIPRISE FINANCIAL INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Merit Financial Group, LLC | 13 | 13 | 0.11% | 0.34% | 0.67% | Q1 2019 | Q1 2022 | 13 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 12 |
Cavalier Investments, LLC | 12 | 12 | 0.88% | 2.24% | 4.66% | Q4 2019 | Q3 2022 | 12 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.04% | 0.08% | Q1 2018 | Q4 2021 | 12 |
Advisor Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 12 |
JPMORGAN CHASE & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 12 |
Cetera Investment Advisers | 7 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Cetera Advisors LLC | 11 | 11 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q2 2023 | 11 |
Clal Insurance Enterprises Holdings Ltd | 11 | 11 | 0.26% | 1.19% | 2.36% | Q4 2018 | Q2 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
US BANCORP \DE\ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 11 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11 | 11 | 0.02% | 0.08% | 0.19% | Q4 2020 | Q2 2023 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 1 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 11 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q4 2019 | 11 |
NWAM LLC | 11 | 11 | 0.06% | 0.11% | 0.22% | Q1 2021 | Q3 2023 | 11 |
BARCLAYS PLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NEXT Financial Group, Inc | 6 | 4 | 0.02% | 0.05% | 0.16% | Q2 2019 | Q4 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Belpointe Asset Management LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Mascoma Wealth Management LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q4 2022 | 10 |
TCI Wealth Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Cetera Advisor Networks LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2022 | 9 |
Janney Montgomery Scott LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2020 | 9 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 2 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 9 |
SIMPLEX TRADING, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.01% | 0.61% | 1.56% | Q4 2020 | Q4 2022 | 9 |
Enterprise Trust & Investment Co | 9 | 9 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q2 2022 | 9 |
LINCOLN NATIONAL CORP | 7 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 9 |
Qube Research & Technologies Ltd | 6 | 3 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Arlington Capital Management, Inc. | 5 | 3 | 3.20% | 9.68% | 20.55% | Q2 2018 | Q3 2021 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 0.49% | 1.34% | 2.70% | Q4 2021 | Q3 2023 | 8 |
SFI Advisors, LLC | 8 | 8 | 2.21% | 2.84% | 3.40% | Q4 2021 | Q3 2023 | 8 |
Sigma Planning Corp | 8 | 8 | 0.01% | 0.03% | 0.15% | Q2 2020 | Q1 2022 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.04% | 0.14% | Q4 2020 | Q1 2023 | 8 |
Bouchey Financial Group Ltd | 5 | 3 | 0.04% | 1.22% | 3.82% | Q2 2018 | Q3 2021 | 8 |
HOEY INVESTMENTS, INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
PIN OAK INVESTMENT ADVISORS INC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
SALEM INVESTMENT COUNSELORS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
CIBC WORLD MARKET INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Kestra Advisory Services, LLC | 7 | 7 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q1 2022 | 7 |
WEDBUSH SECURITIES INC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q1 2022 | 7 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.04% | 0.11% | Q4 2020 | Q4 2022 | 7 |
Cutler Group LLC / CA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
Psagot Value Holdings Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 7 |
WealthBridge Capital Management, LLC | 7 | 7 | 0.10% | 0.22% | 0.32% | Q2 2020 | Q4 2021 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 7 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.03% | 0.10% | Q1 2021 | Q2 2023 | 7 |
Financial Advocates Investment Management | 7 | 7 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
AE Wealth Management LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.03% | 0.07% | 0.17% | Q4 2017 | Q4 2020 | 7 |
Global Retirement Partners, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 6 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.08% | 0.23% | Q2 2018 | Q1 2022 | 6 |
PALLADIEM, LLC | 6 | 6 | 1.86% | 3.04% | 4.23% | Q1 2021 | Q2 2022 | 6 |
Avestar Capital, LLC | 5 | 1 | 0.33% | 0.75% | 1.10% | Q4 2017 | Q2 2020 | 6 |
Atria Investments, Inc | 4 | 1 | 0.01% | 0.04% | 0.06% | Q3 2018 | Q2 2021 | 6 |
Paragon Wealth Strategies, LLC | 6 | 6 | 1.34% | 4.48% | 6.40% | Q2 2020 | Q3 2021 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.01% | 0.02% | 0.07% | Q3 2018 | Q1 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WT Wealth Management | 6 | 6 | 0.09% | 0.19% | 0.27% | Q2 2020 | Q3 2021 | 6 |
Total Clarity Wealth Management, Inc. | 6 | 6 | 0.13% | 0.24% | 0.31% | Q2 2020 | Q3 2021 | 6 |
BENJAMIN EDWARDS INC | 6 | 6 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q1 2022 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q2 2023 | 6 |
HSBC HOLDINGS PLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
Creative Planning | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 6 |
Legend Financial Advisors, Inc. | 4 | 2 | 0.01% | 1.63% | 7.49% | Q1 2019 | Q4 2022 | 6 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 6 |
Ameritas Investment Company, LLC | 4 | 1 | 0.01% | 0.08% | 0.17% | Q4 2018 | Q3 2021 | 5 |
GROUP ONE TRADING, L.P. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 5 |
Employees Retirement System of Texas | 5 | 5 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q4 2021 | 5 |
J.W. COLE ADVISORS, INC. | 4 | 1 | 0.01% | 0.06% | 0.09% | Q3 2020 | Q4 2021 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Csenge Advisory Group | 2 | 1 | 0.04% | 0.13% | 0.30% | Q1 2018 | Q3 2020 | 5 |
Ranch Capital Advisors Inc. | 4 | 1 | 0.00% | 0.18% | 0.27% | Q4 2019 | Q3 2021 | 5 |
Ferguson Shapiro LLC | 5 | 5 | 1.28% | 1.71% | 2.05% | Q3 2020 | Q3 2021 | 5 |
Renaissance Technologies | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 5 |
TRUIST FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
JT Stratford LLC | 5 | 5 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q4 2021 | 5 |
Realta Investment Advisors | 4 | 1 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q3 2022 | 5 |
Kovack Advisors, Inc. | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Keystone Financial Group | 5 | 5 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q4 2021 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 5 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q1 2019 | 5 |
Nan Shan Life Insurance Co., Ltd. | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q3 2019 | 5 |
MEITAV INVESTMENT HOUSE LTD | 5 | 5 | 0.86% | 1.46% | 1.97% | Q4 2017 | Q4 2018 | 5 |
Prospera Financial Services Inc | 4 | 1 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q2 2021 | 5 |
Activest Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Brendel Financial Advisors LLC | 5 | 5 | 0.04% | 2.89% | 4.12% | Q2 2020 | Q2 2021 | 5 |
Rockefeller Capital Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Clear Creek Financial Management, LLC | 3 | 1 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q4 2021 | 4 |
Pensionmark Financial Group, LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q3 2021 | 4 |
NTV ASSET MANAGEMENT LLC | 4 | 4 | 0.03% | 0.18% | 0.30% | Q1 2021 | Q4 2021 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.05% | 0.08% | Q1 2018 | Q1 2021 | 4 |
Anfield Capital Management, LLC | 4 | 4 | 0.29% | 0.52% | 0.98% | Q4 2020 | Q3 2021 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HighTower Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
WNY Asset Management, LLC | 4 | 4 | 0.12% | 4.42% | 9.30% | Q4 2020 | Q3 2021 | 4 |
Optiver Holding B.V. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Capital Analysts, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DEUTSCHE BANK AG\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
NIEMANN CAPITAL MANAGEMENT INC | 3 | 1 | 0.39% | 2.34% | 4.38% | Q1 2018 | Q2 2020 | 4 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q2 2021 | 4 |
HC FINANCIAL ADVISORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Stratos Wealth Partners, LTD. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.00% | 0.02% | 0.09% | Q3 2020 | Q2 2021 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q1 2022 | 4 |
Retirement Group, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q2 2021 | 4 |
Banco de Sabadell, S.A | 4 | 4 | 0.02% | 0.55% | 1.65% | Q3 2018 | Q2 2019 | 4 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 4 |
TTP Investments, Inc. | 4 | 4 | 3.97% | 8.18% | 12.61% | Q4 2017 | Q3 2018 | 4 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q4 2020 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 0.06% | 0.12% | 0.20% | Q3 2018 | Q2 2021 | 4 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q2 2017 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
SUMMIT FINANCIAL GROUP, INC. | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2021 | Q3 2021 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2020 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Banque Cantonale Vaudoise | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
ARMSTRONG ADVISORY GROUP, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 3 |
Stonebridge Financial Planning Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
RWA WEALTH PARTNERS, LLC | 3 | 3 | 0.51% | 0.67% | 0.80% | Q2 2020 | Q4 2020 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
IPG Investment Advisors LLC | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2018 | Q3 2018 | 3 |
Gunderson Capital Management Inc. | 3 | 3 | 0.18% | 0.23% | 0.26% | Q2 2020 | Q4 2020 | 3 |
Walleye Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
RETIREMENT CAPITAL STRATEGIES | 2 | 1 | 1.49% | 2.54% | 3.35% | Q3 2020 | Q2 2021 | 3 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.09% | 0.15% | 0.21% | Q3 2021 | Q3 2022 | 3 |
Tradition Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
BlackRock Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Weatherstone Capital Management | 3 | 3 | 0.64% | 0.68% | 0.73% | Q1 2018 | Q3 2018 | 3 |
First Command Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Titus Wealth Management | 3 | 3 | 0.15% | 0.16% | 0.18% | Q4 2020 | Q2 2021 | 3 |
B. Riley Wealth Advisors, Inc. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.04% | 0.09% | 0.16% | Q4 2020 | Q2 2021 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Florin Court Capital LLP | 2 | 2 | 0.13% | 0.30% | 0.47% | Q3 2021 | Q4 2021 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2018 | Q1 2019 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Portfolio Strategies, Inc. | 2 | 2 | 9.28% | 9.87% | 10.45% | Q2 2018 | Q3 2018 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 1.03% | 1.04% | 1.04% | Q1 2021 | Q2 2021 | 2 |
SMITH, MOORE & CO. | 2 | 2 | 0.19% | 0.20% | 0.20% | Q4 2020 | Q1 2021 | 2 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 2 | 2 | 0.62% | 0.67% | 0.73% | Q2 2021 | Q3 2021 | 2 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Parker Investment Management, LLC | 2 | 2 | 0.06% | 0.12% | 0.18% | Q4 2020 | Q1 2021 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Mason & Associates Inc | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 2 |
Lebenthal Global Advisors, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q4 2020 | Q1 2021 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Janney Capital Management LLC | 2 | 2 | 1.14% | 1.29% | 1.44% | Q2 2020 | Q3 2020 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
THEORY FINANCIAL LLC | 2 | 2 | 0.97% | 1.43% | 1.90% | Q4 2021 | Q1 2022 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q2 2021 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
Columbus Macro, LLC | 2 | 2 | 0.37% | 0.39% | 0.42% | Q4 2020 | Q1 2021 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
AVAII WEALTH MANAGEMENT, LLC | 2 | 2 | 0.34% | 0.43% | 0.51% | Q4 2021 | Q1 2022 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
DB Wealth Management Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2023 | Q2 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Stegent Equity Advisors, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Keel Point, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Amundi | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 1.48% | 1.48% | 1.48% | Q4 2020 | Q4 2020 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q3 2018 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2018 | Q3 2018 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
WEALTH EFFECTS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Secrest Blakey & Associates, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Smart Portfolios, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2021 | Q3 2021 | 1 |
Main Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2018 | Q3 2018 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Ruggie Capital Group | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2020 | Q3 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q1 2021 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Carter Financial Group, INC. | 1 | 1 | 3.77% | 3.77% | 3.77% | Q1 2022 | Q1 2022 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2020 | Q2 2020 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2020 | Q2 2020 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2021 | Q2 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Tidal Investments LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own AMPLIFY ETF TR or have owned AMPLIFY ETF TR in the past.