Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 28 |
ROYAL BANK OF CANADA | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
LPL Financial LLC | 15 | 10 | 0.00% | 0.02% | 0.10% | Q1 2017 | Q3 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.23% | 0.63% | 1.62% | Q3 2017 | Q3 2023 | 25 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 19 |
Investors Research Corp | 18 | 18 | 0.02% | 0.79% | 1.21% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 18 |
Cambridge Investment Research Advisors, Inc. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.36% | 1.22% | 2.07% | Q3 2019 | Q3 2023 | 17 |
Ausdal Financial Partners, Inc. | 12 | 1 | 0.05% | 0.16% | 0.23% | Q3 2018 | Q3 2023 | 16 |
Private Advisor Group, LLC | 16 | 16 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Capital Wealth Planning, LLC | 8 | 2 | 0.01% | 0.05% | 0.22% | Q2 2019 | Q3 2023 | 15 |
HighTower Advisors, LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Wealthcare Advisory Partners LLC | 15 | 15 | 0.03% | 0.05% | 0.06% | Q3 2019 | Q1 2023 | 15 |
IFP Advisors, Inc | 14 | 1 | 0.00% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 13 | 1 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 14 |
Jacobi Capital Management LLC | 13 | 13 | 0.04% | 0.28% | 0.50% | Q3 2020 | Q3 2023 | 13 |
Steward Partners Investment Advisory, LLC | 13 | 13 | 0.00% | 0.15% | 0.46% | Q3 2020 | Q3 2023 | 13 |
RAYMOND JAMES & ASSOCIATES | 13 | 13 | 0.01% | 0.07% | 0.14% | Q3 2020 | Q3 2023 | 13 |
AE Wealth Management LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Raymond James Financial Services Advisors, Inc. | 13 | 13 | 0.01% | 0.27% | 0.61% | Q3 2020 | Q3 2023 | 13 |
UBS Group AG | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 13 |
RAYMOND JAMES TRUST N.A. | 13 | 13 | 0.01% | 0.06% | 0.15% | Q3 2020 | Q3 2023 | 13 |
STEPHENS INC /AR/ | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
McAdam, LLC | 12 | 12 | 0.05% | 0.16% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Phoenix Wealth Advisors | 12 | 12 | 0.29% | 3.17% | 4.93% | Q4 2020 | Q3 2023 | 12 |
ForthRight Wealth Management, LLC | 12 | 12 | 0.79% | 1.88% | 2.69% | Q4 2020 | Q3 2023 | 12 |
Sigma Planning Corp | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
BOENNING & SCATTERGOOD, INC. | 12 | 12 | 0.21% | 0.29% | 0.54% | Q1 2020 | Q4 2022 | 12 |
SPC Financial, Inc. | 11 | 11 | 0.04% | 0.18% | 0.27% | Q1 2021 | Q3 2023 | 11 |
PACIFIC FINANCIAL GROUP INC | 11 | 11 | 0.40% | 0.55% | 0.65% | Q1 2021 | Q3 2023 | 11 |
RiverTree Advisors, LLC | 11 | 11 | 4.64% | 5.75% | 6.73% | Q1 2021 | Q3 2023 | 11 |
Element Wealth, LLC | 11 | 11 | 5.06% | 5.48% | 6.15% | Q1 2021 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Advisory Services Network, LLC | 10 | 1 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
CFO4Life Group, LLC | 11 | 11 | 0.09% | 0.17% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.03% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Andesa Financial Management Inc. | 11 | 11 | 1.79% | 2.90% | 4.16% | Q3 2020 | Q1 2023 | 11 |
SMITH, MOORE & CO. | 11 | 11 | 0.03% | 0.10% | 0.19% | Q1 2021 | Q3 2023 | 11 |
DAVENPORT & Co LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
NBT BANK N A /NY | 11 | 11 | 0.03% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Pasadena Private Wealth, LLC | 11 | 11 | 0.20% | 0.54% | 1.20% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisors LLC | 11 | 11 | 0.18% | 0.23% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Altus Wealth Group LLC | 11 | 11 | 0.24% | 0.49% | 0.76% | Q1 2021 | Q3 2023 | 11 |
BELLEVUE ASSET MANAGEMENT, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Visionary Wealth Advisors | 8 | 2 | 0.03% | 0.25% | 0.46% | Q1 2021 | Q3 2023 | 10 |
Miracle Mile Advisors, LLC | 10 | 10 | 0.09% | 0.26% | 0.38% | Q1 2021 | Q2 2023 | 10 |
MidWestOne Financial Group, Inc. | 10 | 10 | 0.05% | 0.45% | 0.63% | Q2 2021 | Q3 2023 | 10 |
Meridian Wealth Advisors, LLC | 10 | 10 | 0.36% | 0.73% | 0.90% | Q2 2021 | Q3 2023 | 10 |
Laidlaw Wealth Management LLC | 8 | 1 | 0.29% | 1.23% | 1.66% | Q4 2020 | Q3 2023 | 10 |
STIFEL FINANCIAL CORP | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 10 | 0.00% | 0.13% | 0.30% | Q2 2021 | Q3 2023 | 10 |
American Portfolios Advisors | 10 | 10 | 0.00% | 0.08% | 0.14% | Q2 2020 | Q3 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Cetera Advisor Networks LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Prostatis Group LLC | 10 | 10 | 0.25% | 4.59% | 12.96% | Q1 2021 | Q2 2023 | 10 |
Souders Financial Advisors | 9 | 9 | 0.22% | 0.73% | 1.23% | Q3 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 6 | 3 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 9 |
WEDBUSH SECURITIES INC | 9 | 9 | 0.01% | 0.05% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Magnus Financial Group LLC | 9 | 9 | 0.53% | 0.91% | 2.06% | Q3 2021 | Q3 2023 | 9 |
COWA, LLC | 9 | 9 | 0.22% | 0.27% | 0.32% | Q3 2021 | Q3 2023 | 9 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.11% | 0.21% | 0.27% | Q4 2016 | Q3 2019 | 9 |
MORGAN STANLEY | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Stratos Wealth Partners, LTD. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Founders Financial Alliance, LLC | 9 | 9 | 0.27% | 0.87% | 1.35% | Q3 2021 | Q3 2023 | 9 |
MTM Investment Management, LLC | 9 | 9 | 0.22% | 1.63% | 2.30% | Q3 2021 | Q3 2023 | 9 |
MBL Wealth, LLC | 7 | 1 | 0.08% | 3.04% | 4.40% | Q1 2021 | Q3 2023 | 9 |
Realta Investment Advisors | 8 | 8 | 0.07% | 0.22% | 0.44% | Q4 2021 | Q3 2023 | 8 |
WELLS FARGO & COMPANY/MN | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ASSETMARK, INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
US BANCORP \DE\ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 5.19% | 8.03% | 10.99% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 2.13% | 4.89% | 6.79% | Q4 2021 | Q3 2023 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 3 | 0.03% | 0.16% | 0.33% | Q4 2020 | Q2 2023 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 8 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Signature Wealth Management Group | 8 | 8 | 1.75% | 1.89% | 2.11% | Q3 2021 | Q2 2023 | 8 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 8 | 8 | 0.43% | 0.72% | 1.11% | Q2 2020 | Q1 2022 | 8 |
Principle Wealth Partners LLC | 8 | 8 | 0.10% | 0.52% | 0.95% | Q4 2021 | Q3 2023 | 8 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
Integrated Advisors Network LLC | 7 | 1 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q4 2022 | 8 |
TSFG, LLC | 8 | 8 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Advisory Group, Inc. | 8 | 8 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q2 2019 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.51% | 0.71% | 0.88% | Q4 2021 | Q3 2023 | 8 |
COMMONWEALTH EQUITY SERVICES, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Advisory, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Morse Asset Management, Inc | 8 | 8 | 0.09% | 0.18% | 0.26% | Q4 2021 | Q3 2023 | 8 |
PFG Advisors | 5 | 3 | 0.05% | 0.22% | 0.27% | Q3 2021 | Q3 2023 | 8 |
Stegent Equity Advisors, Inc. | 8 | 8 | 0.62% | 1.30% | 2.22% | Q4 2021 | Q3 2023 | 8 |
BLAIR WILLIAM & CO/IL | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
IAM Advisory, LLC | 8 | 8 | 0.09% | 1.47% | 1.76% | Q3 2021 | Q2 2023 | 8 |
J.W. COLE ADVISORS, INC. | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Capital Investment Advisory Services, LLC | 8 | 8 | 0.01% | 0.06% | 0.19% | Q4 2021 | Q3 2023 | 8 |
MML INVESTORS SERVICES, LLC | 6 | 2 | 0.00% | 0.03% | 0.10% | Q3 2021 | Q3 2023 | 8 |
HBK Sorce Advisory LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.58% | 0.96% | 1.16% | Q1 2021 | Q3 2023 | 8 |
Capital Square, LLC | 8 | 8 | 0.41% | 0.59% | 0.86% | Q3 2021 | Q2 2023 | 8 |
NOESIS CAPITAL MANGEMENT CORP | 8 | 8 | 0.62% | 0.76% | 0.85% | Q4 2021 | Q3 2023 | 8 |
Carson Advisory Inc. | 7 | 7 | 0.24% | 0.49% | 0.59% | Q1 2022 | Q3 2023 | 7 |
Regal Investment Advisors LLC | 7 | 7 | 0.03% | 0.29% | 0.58% | Q1 2022 | Q3 2023 | 7 |
Advisory Alpha, LLC | 7 | 7 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Csenge Advisory Group | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 7 | 0.00% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 7 | 7 | 0.49% | 2.10% | 2.96% | Q1 2022 | Q3 2023 | 7 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q1 2023 | 7 |
Lloyd Advisory Services, LLC. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Dynamic Advisor Solutions LLC | 7 | 7 | 0.04% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Alliance Wealth Advisors, LLC | 7 | 7 | 0.40% | 0.51% | 0.61% | Q1 2022 | Q3 2023 | 7 |
Vestmark Advisory Solutions, Inc. | 7 | 7 | 0.01% | 0.06% | 0.10% | Q4 2021 | Q2 2023 | 7 |
SIGNATUREFD, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Intrua Financial, LLC | 7 | 7 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q1 2023 | 7 |
Redhawk Wealth Advisors, Inc. | 4 | 1 | 0.19% | 0.92% | 1.76% | Q4 2020 | Q4 2022 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.06% | 0.13% | 0.21% | Q1 2022 | Q3 2023 | 7 |
VICUS CAPITAL | 6 | 6 | 0.25% | 0.33% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Consolidated Planning Corp | 6 | 6 | 1.66% | 7.54% | 9.53% | Q2 2022 | Q3 2023 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 6 | 6 | 0.03% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.08% | 0.15% | Q3 2020 | Q3 2023 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Kovack Advisors, Inc. | 6 | 6 | 0.11% | 0.41% | 0.86% | Q2 2022 | Q3 2023 | 6 |
SIMPLEX TRADING, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
FIFTH THIRD BANCORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
YARGER WEALTH STRATEGIES, LLC | 6 | 6 | 0.44% | 0.70% | 0.91% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MADDEN SECURITIES Corp | 6 | 6 | 0.01% | 1.42% | 2.89% | Q3 2021 | Q4 2022 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.12% | 0.17% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Stone Point Wealth LLC | 6 | 6 | 0.74% | 0.82% | 0.95% | Q4 2021 | Q1 2023 | 6 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q2 2023 | 6 |
Carroll Financial Associates, Inc. | 6 | 6 | 0.02% | 0.17% | 0.36% | Q3 2020 | Q4 2021 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.05% | 0.11% | 0.21% | Q3 2020 | Q4 2021 | 6 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Lido Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FIDUCIARY TRUST CO | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
First Heartland Consultants, Inc. | 5 | 5 | 0.02% | 0.08% | 0.11% | Q3 2022 | Q3 2023 | 5 |
SCOTIA CAPITAL INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
HUNTINGTON NATIONAL BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Truvestments Capital LLC | 3 | 2 | 0.08% | 0.13% | 0.22% | Q2 2018 | Q3 2019 | 5 |
Lee Financial Co | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Capital Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
LAKE STREET PRIVATE WEALTH, LLC | 5 | 5 | 0.08% | 0.33% | 0.42% | Q3 2022 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 5 | 5 | 0.01% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Tuttle Capital Management, LLC | 2 | 1 | 0.10% | 1.73% | 3.00% | Q2 2017 | Q2 2019 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5 | 5 | 0.02% | 0.11% | 0.20% | Q3 2022 | Q3 2023 | 5 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 5 | 5 | 0.08% | 0.15% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.02% | 0.06% | 0.22% | Q4 2021 | Q4 2022 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Nadler Financial Group, Inc. | 4 | 1 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q2 2023 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Eidelman Virant Capital | 5 | 5 | 0.19% | 0.29% | 0.37% | Q3 2021 | Q3 2022 | 5 |
Johnson Bixby & Associates, LLC | 5 | 5 | 0.62% | 1.13% | 1.40% | Q3 2022 | Q3 2023 | 5 |
Tower Wealth Partners, Inc. | 5 | 5 | 8.80% | 10.30% | 11.93% | Q3 2022 | Q3 2023 | 5 |
FIRST MANHATTAN CO. LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ulrich Consultants & Investment Group, LLC | 5 | 5 | 0.80% | 2.41% | 3.49% | Q2 2022 | Q2 2023 | 5 |
Caprock Group, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Vantage Financial Partners, LLC | 5 | 5 | 0.06% | 3.94% | 6.37% | Q3 2022 | Q3 2023 | 5 |
TOTH FINANCIAL ADVISORY CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 4 | 4 | 1.93% | 2.51% | 3.10% | Q4 2021 | Q3 2022 | 4 |
Trilogy Capital Inc. | 4 | 4 | 0.20% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
3EDGE Asset Management, LP | 4 | 4 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q1 2021 | 4 |
HF Advisory Group, LLC | 4 | 4 | 1.21% | 1.26% | 1.31% | Q4 2022 | Q3 2023 | 4 |
Capital Market Strategies LLC | 3 | 1 | 0.24% | 0.25% | 0.27% | Q4 2022 | Q4 2023 | 4 |
Retirement Group, LLC | 4 | 4 | 0.07% | 0.26% | 0.35% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.22% | 0.28% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.71% | 0.95% | 1.14% | Q4 2022 | Q3 2023 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CAPTRUST FINANCIAL ADVISORS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Sterling Financial Group, Inc. | 4 | 4 | 7.98% | 8.16% | 8.28% | Q4 2022 | Q3 2023 | 4 |
Insight Advisors, LLC/ PA | 4 | 4 | 0.07% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 0.11% | 1.53% | 2.73% | Q2 2022 | Q1 2023 | 4 |
SFMG, LLC | 4 | 4 | 0.17% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Prospera Financial Services Inc | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.39% | 0.69% | 1.28% | Q4 2022 | Q3 2023 | 4 |
Integrated Wealth Concepts LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 4 |
Gladstone Institutional Advisory LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WEBSTER BANK, N. A. | 4 | 4 | 0.01% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.05% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Equitable Holdings, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Accel Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
BRIGHTON JONES LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Berger Financial Group, Inc | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.02% | 0.11% | 0.18% | Q2 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
RDA Financial Network | 4 | 4 | 0.40% | 0.53% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Financial Enhancement Group LLC | 4 | 4 | 0.75% | 0.99% | 1.08% | Q4 2022 | Q3 2023 | 4 |
Hexagon Capital Partners LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.27% | 0.28% | 0.28% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.09% | 0.13% | 0.23% | Q1 2023 | Q3 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 1.20% | 1.30% | 1.40% | Q1 2023 | Q3 2023 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ancora Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.06% | 0.11% | 0.16% | Q2 2021 | Q4 2021 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.00% | 0.04% | 0.06% | Q1 2022 | Q3 2022 | 3 |
Sowell Financial Services LLC | 2 | 1 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 3 |
Atlas Wealth LLC | 3 | 3 | 0.04% | 0.27% | 0.52% | Q4 2022 | Q2 2023 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
PARK NATIONAL CORP /OH/ | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q4 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.41% | 0.46% | 0.54% | Q1 2023 | Q3 2023 | 3 |
Creative Planning | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
BANK OF AMERICA CORP /DE/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.20% | 0.33% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Joseph P. Lucia & Associates, LLC | 3 | 3 | 0.18% | 0.24% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Asset Allocation Strategies LLC | 2 | 1 | 0.13% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Allred Capital Management, LLC | 2 | 1 | 0.02% | 0.33% | 0.59% | Q1 2021 | Q3 2023 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.42% | 0.53% | 0.61% | Q1 2023 | Q3 2023 | 3 |
VALLEY FINANCIAL MANAGEMENT, INC. | 3 | 3 | 2.17% | 4.41% | 6.30% | Q3 2022 | Q1 2023 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Centennial Wealth Advisory LLC | 3 | 3 | 0.13% | 0.26% | 0.37% | Q4 2020 | Q2 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
Virtu KCG Holdings LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q2 2017 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 3 |
DENVER WEALTH MANAGEMENT, INC. | 3 | 3 | 0.17% | 0.23% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Geneos Wealth Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
First Capital Advisors Group, LLC. | 2 | 2 | 0.30% | 0.62% | 0.93% | Q3 2022 | Q4 2022 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.12% | 0.23% | 0.34% | Q4 2022 | Q1 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.23% | 0.27% | 0.32% | Q1 2023 | Q2 2023 | 2 |
Truadvice, LLC | 2 | 2 | 0.84% | 1.13% | 1.41% | Q2 2023 | Q3 2023 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.11% | 0.26% | 0.42% | Q3 2022 | Q4 2022 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Atria Investments, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.10% | 0.18% | 0.26% | Q3 2022 | Q4 2022 | 2 |
Corundum Group, Inc. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Crown Wealth Group, LLC | 2 | 2 | 0.14% | 1.09% | 2.04% | Q4 2021 | Q1 2022 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MBA Advisors LLC | 2 | 2 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q1 2023 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Gateway Wealth Partners, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Capital Asset Advisory Services LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
NorthRock Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Financial Partners Group, Inc | 2 | 2 | 1.13% | 1.13% | 1.14% | Q4 2022 | Q1 2023 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.71% | 1.03% | 1.35% | Q4 2022 | Q1 2023 | 2 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2023 | Q2 2023 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2023 | Q1 2023 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Carter Financial Group, INC. | 1 | 1 | 6.18% | 6.18% | 6.18% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Intrepid Financial Planning Group LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Zullo Investment Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 8.81% | 8.81% | 8.81% | Q3 2023 | Q3 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2022 | Q1 2022 | 1 |
CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Bridge Advisory, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 3.03% | 3.03% | 3.03% | Q3 2023 | Q3 2023 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2022 | Q4 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lanham O'Dell & Company, Inc. | 1 | 1 | 18.38% | 18.38% | 18.38% | Q1 2023 | Q1 2023 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
VIVID FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Spinnaker Investment Group, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own AMPLIFY ETF TR or have owned AMPLIFY ETF TR in the past.