Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 53 |
Citadel Advisors | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 50 |
Cutler Group LLC / CA | 12 | 1 | 0.00% | 0.02% | 0.10% | Q1 2018 | Q3 2023 | 38 |
JANE STREET GROUP, LLC | 11 | 10 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 24 |
US BANCORP \DE\ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
MORGAN STANLEY | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
LPL Financial LLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Geneos Wealth Management Inc. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Raymond James Financial Services Advisors, Inc. | 23 | 23 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 23 |
ROYAL BANK OF CANADA | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Glassman Wealth Services | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CWM, LLC | 14 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q2 2023 | 22 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Tidal Investments LLC | 20 | 20 | 0.01% | 0.08% | 0.44% | Q4 2018 | Q3 2023 | 20 |
CITIGROUP INC | 11 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 8 | 5 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 20 |
Versant Capital Management, Inc | 20 | 20 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q1 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 19 |
American Portfolios Advisors | 19 | 19 | 0.00% | 0.02% | 0.11% | Q1 2018 | Q3 2022 | 19 |
JPMORGAN CHASE & CO | 12 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 19 |
Parallel Advisors, LLC | 10 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
BANK OF MONTREAL /CAN/ | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
HighTower Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 17 |
UBS Group AG | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 17 |
HAP Trading, LLC | 9 | 9 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q4 2022 | 17 |
Capital Investment Advisory Services, LLC | 13 | 4 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 17 |
PEAK6 Investments LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 17 |
Cetera Advisor Networks LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BANK OF AMERICA CORP /DE/ | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
AdvisorNet Financial, Inc | 11 | 4 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SIMPLEX TRADING, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 15 |
WELLS FARGO & COMPANY/MN | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
SG Americas Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 14 |
NTV ASSET MANAGEMENT LLC | 14 | 14 | 0.09% | 0.22% | 0.43% | Q2 2020 | Q3 2023 | 14 |
Plante Moran Financial Advisors, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
Financial Advocates Investment Management | 13 | 13 | 0.02% | 0.09% | 0.17% | Q3 2020 | Q3 2023 | 13 |
BREWIN DOLPHIN LTD | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 13 |
Advisory Services Network, LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Tradewinds Capital Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Dynamic Advisor Solutions LLC | 11 | 11 | 0.00% | 0.04% | 0.11% | Q1 2021 | Q3 2023 | 13 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 12 |
FMR LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 12 |
BALDWIN BROTHERS LLC/MA | 7 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 12 |
Ancora Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
TSFG, LLC | 12 | 12 | 0.00% | 0.09% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 12 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 12 | 12 | 0.02% | 0.10% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
TOTH FINANCIAL ADVISORY CORP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 12 |
Cetera Investment Advisers | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Smithfield Trust Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Merit Financial Group, LLC | 11 | 11 | 0.07% | 0.16% | 0.32% | Q1 2021 | Q3 2023 | 11 |
Kaizen Financial Strategies | 9 | 2 | 0.40% | 0.62% | 1.30% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Halpern Financial, Inc. | 11 | 11 | 0.02% | 0.07% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 11 |
Cetera Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Cedar Mountain Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Lindbrook Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Heritage Wealth Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Creative Planning | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Rosenberg Matthew Hamilton | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
SIGNATUREFD, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Larson Financial Group LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Parallax Volatility Advisers, L.P. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 11 |
Asset Dedication, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Prestige Wealth Management Group LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CENTAURUS FINANCIAL, INC. | 8 | 1 | 0.00% | 0.05% | 0.10% | Q2 2018 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
WEST PACES ADVISORS INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Strategic Blueprint, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Clearstead Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Jackson, Grant Investment Advisers, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Laidlaw Wealth Management LLC | 8 | 1 | 0.10% | 0.14% | 0.21% | Q4 2020 | Q3 2023 | 10 |
First PREMIER Bank | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
FIFTH THIRD BANCORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MML INVESTORS SERVICES, LLC | 8 | 2 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
LFA - Lugano Financial Advisors SA | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Western Wealth Management, LLC | 8 | 2 | 0.02% | 0.05% | 0.18% | Q1 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 10 |
BNP PARIBAS FINANCIAL MARKETS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
North Star Investment Management Corp. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 10 |
Hillsdale Investment Management Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NWAM LLC | 8 | 2 | 0.06% | 0.11% | 0.17% | Q1 2021 | Q3 2023 | 10 |
PrairieView Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SFMG, LLC | 9 | 9 | 0.08% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 9 |
HUNTINGTON NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Rye Brook Capital LLC | 9 | 9 | 0.66% | 1.20% | 1.97% | Q3 2021 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.00% | 0.34% | 0.49% | Q4 2020 | Q4 2022 | 9 |
OneDigital Investment Advisors LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 9 |
VALLEY NATIONAL ADVISERS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Element Wealth, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Sigma Planning Corp | 9 | 9 | 0.01% | 0.04% | 0.25% | Q4 2020 | Q4 2022 | 9 |
Tradition Wealth Management, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
CNB Bank | 8 | 8 | 0.00% | 0.01% | 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 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.00% | 0.27% | 2.05% | Q4 2021 | Q3 2023 | 8 |
Brookstone Capital Management | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 8 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Visionary Wealth Advisors | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Sandy Spring Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.24% | 0.40% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Bank of New Hampshire | 8 | 8 | 0.00% | 0.05% | 0.13% | Q4 2021 | Q3 2023 | 8 |
TCI Wealth Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MY Wealth Management Inc. | 8 | 8 | 1.61% | 2.69% | 4.54% | Q4 2021 | Q3 2023 | 8 |
Gladstone Institutional Advisory LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
Kistler-Tiffany Companies, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
QUADRANT CAPITAL GROUP LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Baystate Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.18% | 0.23% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
SUMMIT FINANCIAL GROUP, INC. | 8 | 8 | 0.08% | 0.15% | 0.24% | Q4 2020 | Q3 2022 | 8 |
WESTWOOD HOLDINGS GROUP INC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q2 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CIBC Private Wealth Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 7 |
Ruggie Capital Group | 7 | 7 | 0.05% | 0.58% | 1.64% | Q2 2018 | Q4 2019 | 7 |
Private Capital Group, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 7 |
MONTAG A & ASSOCIATES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
First Allied Advisory Services, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Gainplan LLC | 7 | 7 | 0.78% | 1.38% | 2.25% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.01% | 0.07% | 0.12% | Q2 2018 | Q2 2022 | 7 |
Eagle Strategies LLC | 7 | 7 | 0.14% | 0.29% | 0.64% | Q1 2022 | Q3 2023 | 7 |
Danda Trouve Investment Management, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
V Wealth Advisors LLC | 4 | 3 | 0.03% | 0.05% | 0.09% | Q1 2021 | Q4 2022 | 7 |
Strategic Wealth Investment Group, LLC | 7 | 7 | 0.07% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Core Wealth Advisors, Inc. | 7 | 7 | 0.00% | 0.04% | 0.10% | Q1 2021 | Q3 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 7 |
WADE G W & INC | 7 | 7 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q3 2022 | 7 |
Laurel Wealth Planning LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
HBK Sorce Advisory LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q1 2022 | 7 |
Lido Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Ulland Investment Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FinTrust Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Realta Investment Advisors | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
Financial Engines Advisors L.L.C. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 7 |
Stratos Wealth Partners, LTD. | 6 | 1 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q2 2022 | 7 |
Rehmann Capital Advisory Group | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
HOWE & RUSLING INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
Addison Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Bogart Wealth, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Squar Milner Financial Services LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 6 |
Riggs Asset Managment Co. Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
J.W. COLE ADVISORS, INC. | 6 | 6 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
NATIXIS ADVISORS, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Laffer Tengler Investments, Inc. | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2022 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Koshinski Asset Management, Inc. | 4 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 6 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 4 | 2 | 0.18% | 0.22% | 0.31% | Q4 2021 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q4 2022 | 6 |
BARCLAYS PLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 6 |
Carroll Financial Associates, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 6 |
Alpha Omega Group, Inc. | 6 | 6 | 1.80% | 2.54% | 3.00% | Q2 2021 | Q3 2022 | 6 |
SRS Capital Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
StoneX Group Inc. | 3 | 3 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 6 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
HAZLETT, BURT & WATSON, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Precision Wealth Strategies, LLC | 6 | 6 | 0.22% | 0.47% | 0.70% | Q1 2021 | Q2 2022 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.02% | 0.09% | 0.30% | Q1 2021 | Q3 2022 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2022 | 6 |
FDx Advisors, Inc. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Archer Investment Corp | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Beacon Pointe Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
O'Dell Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Sargent Bickham Lagudis LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Sterling Investment Advisors, Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Walleye Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 5 |
STIFEL FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
OPPENHEIMER & CO INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q1 2022 | 5 |
Stelac Advisory Services LLC | 3 | 1 | 0.03% | 0.05% | 0.09% | Q4 2020 | Q2 2023 | 5 |
Capital Advisors, Ltd. LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 5 |
Snowden Capital Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 5 |
GODSEY & GIBB, INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 5 |
Amundi | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Ameritas Advisory Services, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 5 |
Covington Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
PCG Wealth Advisors, LLC | 4 | 1 | 0.13% | 0.18% | 0.29% | Q4 2021 | Q2 2023 | 5 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 5 | 5 | 0.06% | 0.11% | 0.14% | Q1 2021 | Q1 2022 | 5 |
CX Institutional | 4 | 1 | 0.00% | 0.38% | 0.70% | Q2 2022 | Q3 2023 | 5 |
Gradient Investments LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
YorkBridge Wealth Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 5 |
Fountainhead AM, LLC | 5 | 5 | 0.10% | 0.16% | 0.20% | Q1 2021 | Q1 2022 | 5 |
HBW ADVISORY SERVICES LLC | 4 | 1 | 0.05% | 0.07% | 0.11% | Q1 2021 | Q2 2023 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2023 | 5 |
JAMES INVESTMENT RESEARCH INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
SIMON QUICK ADVISORS, LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Veracity Capital LLC | 5 | 5 | 0.16% | 0.27% | 0.40% | Q1 2021 | Q1 2022 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.04% | 0.16% | Q1 2021 | Q4 2021 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
B. Riley Wealth Management, Inc. | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 4 |
Founders Financial Alliance, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
Capital Advisory Group Advisory Services, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q1 2022 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q4 2021 | 4 |
Horrell Capital Management, Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2018 | Q4 2018 | 4 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 4 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.11% | 0.27% | 0.49% | Q1 2021 | Q1 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 4 |
JFS WEALTH ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 4 |
Column Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.00% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PRUDENTIAL PLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Freestone Capital Holdings, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 1 | 0.08% | 0.49% | 0.70% | Q1 2021 | Q1 2022 | 4 |
RFG HOLDINGS, INC. | 2 | 2 | 0.00% | 0.82% | 1.71% | Q1 2021 | Q2 2021 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Concord Wealth Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealthquest Corp | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
INTEGRAL INVESTMENT ADVISORS, INC. | 4 | 4 | 0.13% | 0.67% | 0.98% | Q1 2022 | Q4 2022 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cerity Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.08% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Florin Court Capital LLP | 4 | 4 | 0.21% | 0.35% | 0.49% | Q4 2020 | Q3 2021 | 4 |
Columbus Macro, LLC | 4 | 4 | 0.09% | 0.35% | 0.69% | Q1 2021 | Q4 2021 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
PFG Investments, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Covestor Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.00% | 0.10% | 0.31% | Q1 2021 | Q3 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
Magnus Financial Group LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Anfield Capital Management, LLC | 3 | 3 | 0.37% | 0.46% | 0.56% | Q1 2021 | Q3 2021 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
First Capital Advisors Group, LLC. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 3 |
Surevest, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Emerald Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Cascadia Advisory Services, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q3 2021 | 3 |
Marquette Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Caprock Group, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Vontobel Holding Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 3 |
TAP Consulting, LLC | 3 | 3 | 0.65% | 0.86% | 1.08% | Q2 2021 | Q4 2021 | 3 |
IPG Investment Advisors LLC | 2 | 1 | 0.12% | 0.18% | 0.29% | Q1 2018 | Q3 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Gemmer Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
LAZARD ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Fermata Advisors, LLC | 3 | 3 | 0.09% | 0.16% | 0.28% | Q3 2021 | Q1 2022 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 0.29% | 0.46% | 0.64% | Q1 2021 | Q3 2021 | 3 |
Laurel Wealth Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 3 |
BANQUE PICTET & CIE SA | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
LEVEL FOUR FINANCIAL, LLC | 3 | 3 | 0.15% | 0.87% | 2.30% | Q1 2021 | Q3 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q2 2022 | 3 |
McIlrath & Eck, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
West Oak Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SINECERA CAPITAL, LLC | 2 | 2 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 2 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2021 | Q1 2022 | 2 |
Portfolio Strategies, Inc. | 2 | 2 | 4.70% | 5.63% | 6.55% | Q4 2020 | Q1 2021 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
EQUITABLE TRUST CO | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Cordasco Financial Network | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Eschler Asset Management LLP | 2 | 2 | 0.63% | 0.64% | 0.65% | Q2 2023 | Q3 2023 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q2 2022 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fosun International Ltd | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q1 2022 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Permanens Capital L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
JNBA Financial Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Global Wealth Strategies & Associates | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Advisory Services & Investments, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q1 2023 | Q2 2023 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MFA WEALTH ADVISORS, LLC | 2 | 2 | 1.11% | 1.11% | 1.12% | Q2 2021 | Q3 2021 | 2 |
Pasadena Private Wealth, LLC | 2 | 2 | 0.53% | 0.69% | 0.86% | Q2 2021 | Q3 2021 | 2 |
Nadler Financial Group, Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
WFA Asset Management Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
CMH Wealth Management LLC | 2 | 2 | 0.76% | 0.85% | 0.93% | Q3 2021 | Q4 2021 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
JUNCTURE WEALTH STRATEGIES, LLC | 2 | 2 | 0.11% | 0.16% | 0.21% | Q3 2021 | Q4 2021 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Claybrook Capital, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.15% | 0.20% | 0.26% | Q1 2021 | Q2 2021 | 2 |
Stegent Equity Advisors, Inc. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2021 | Q4 2021 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ETFIDEA, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2020 | Q2 2020 | 1 |
Keel Point, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 2.14% | 2.14% | 2.14% | Q3 2021 | Q3 2021 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Q3 Asset Management | 1 | 1 | 2.24% | 2.24% | 2.24% | Q2 2023 | Q2 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Legacy CG, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
BBVA USA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WP Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
PEAK FINANCIAL ADVISORS LLC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q1 2022 | Q1 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2021 | Q4 2021 | 1 |
Flagship Private Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Veritable, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
RPG Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
XR Securities LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Context Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Touchstone Capital, Inc. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2022 | Q2 2022 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Carter Financial Group, INC. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2022 | Q1 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MRA Advisory Group | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2021 | Q2 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Friedenthal Financial | 1 | 1 | 3.43% | 3.43% | 3.43% | Q2 2021 | Q2 2021 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 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.