Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Ausdal Financial Partners, Inc. | 20 | 20 | 0.08% | 0.23% | 0.39% | Q4 2018 | Q3 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 18 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q3 2023 | 18 |
ARGI Investment Services, LLC | 17 | 17 | 2.35% | 3.56% | 4.55% | Q4 2018 | Q4 2022 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.03% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Financial Architects, Inc | 16 | 16 | 0.01% | 0.78% | 2.86% | Q3 2019 | Q2 2023 | 16 |
WELLS FARGO & COMPANY/MN | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Cambridge Investment Research Advisors, Inc. | 15 | 15 | 0.05% | 0.16% | 0.21% | Q1 2020 | Q3 2023 | 15 |
LPL Financial LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Trilogy Capital Inc. | 15 | 15 | 0.04% | 0.31% | 0.53% | Q1 2020 | Q3 2023 | 15 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
NewEdge Advisors, LLC | 14 | 14 | 0.02% | 0.10% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Prospera Financial Services Inc | 14 | 14 | 0.01% | 0.04% | 0.14% | Q2 2020 | Q3 2023 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Chicago Partners Investment Group LLC | 14 | 14 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
First PREMIER Bank | 14 | 14 | 0.91% | 2.33% | 4.11% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 13 |
RDA Financial Network | 13 | 13 | 1.09% | 1.39% | 1.55% | Q3 2020 | Q3 2023 | 13 |
Cetera Advisors LLC | 13 | 13 | 0.00% | 0.04% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Brookstone Capital Management | 10 | 3 | 0.00% | 0.11% | 0.56% | Q1 2020 | Q2 2023 | 13 |
McAdam, LLC | 12 | 12 | 0.23% | 0.46% | 0.61% | Q4 2020 | Q3 2023 | 12 |
HighTower Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
MORGAN STANLEY | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Capital Investment Advisory Services, LLC | 12 | 12 | 0.00% | 0.27% | 0.66% | Q4 2020 | Q3 2023 | 12 |
Horan Securities, Inc. | 7 | 4 | 0.06% | 0.18% | 0.33% | Q3 2020 | Q2 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.00% | 3.65% | 7.12% | Q1 2021 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.08% | 0.36% | 0.58% | Q1 2021 | Q3 2023 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.10% | 0.32% | Q4 2020 | Q2 2023 | 11 |
MML INVESTORS SERVICES, LLC | 11 | 11 | 0.01% | 0.08% | 0.09% | Q1 2020 | Q3 2022 | 11 |
CFM WEALTH PARTNERS LLC | 10 | 10 | 0.05% | 0.08% | 0.10% | Q4 2019 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
American Portfolios Advisors | 10 | 10 | 0.00% | 0.04% | 0.20% | Q2 2020 | Q3 2022 | 10 |
Integrated Advisors Network LLC | 10 | 10 | 0.02% | 0.17% | 0.66% | Q4 2019 | Q1 2022 | 10 |
Cooper Financial Group | 10 | 10 | 0.10% | 0.39% | 0.92% | Q3 2020 | Q4 2022 | 10 |
CGN Advisors LLC | 9 | 9 | 0.04% | 1.41% | 2.17% | Q4 2020 | Q4 2022 | 9 |
CENTAURUS FINANCIAL, INC. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Tidal Investments LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q2 2022 | 9 |
Private Advisor Group, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 8 | 8 | 0.04% | 3.36% | 6.53% | Q4 2020 | Q3 2022 | 8 |
IHT Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2022 | 8 |
Jaffetilchin Investment Partners, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 8 |
Sowell Financial Services LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q4 2022 | 8 |
Empirical Finance, LLC | 8 | 8 | 0.03% | 0.08% | 0.10% | Q4 2020 | Q3 2022 | 8 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 8 | 8 | 0.21% | 0.42% | 0.74% | Q2 2020 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
M Holdings Securities, Inc. | 4 | 1 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2022 | 8 |
UBS Group AG | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Kathmere Capital Management, LLC | 8 | 8 | 0.21% | 0.61% | 0.79% | Q4 2020 | Q3 2022 | 8 |
TIEDEMANN ADVISORS, LLC | 6 | 2 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q2 2023 | 8 |
Altus Wealth Group LLC | 8 | 8 | 2.61% | 3.51% | 3.91% | Q4 2020 | Q3 2022 | 8 |
Darwin Wealth Management, LLC | 8 | 8 | 0.10% | 0.62% | 1.19% | Q1 2021 | Q4 2022 | 8 |
Cetera Investment Advisers | 8 | 8 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q3 2022 | 8 |
FundX Investment Group, LLC | 8 | 8 | 0.13% | 1.89% | 5.52% | Q1 2020 | Q4 2021 | 8 |
Silicon Hills Wealth Management, LLC | 8 | 8 | 0.22% | 1.41% | 4.11% | Q3 2020 | Q2 2022 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.09% | 0.17% | 0.62% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 8 |
Cetera Advisor Networks LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q2 2022 | 8 |
STEPHENS INC /AR/ | 7 | 7 | 0.23% | 0.31% | 0.35% | Q2 2020 | Q4 2021 | 7 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.05% | 0.17% | Q1 2021 | Q2 2023 | 7 |
Beacon Financial Advisory LLC | 6 | 1 | 0.10% | 0.13% | 0.23% | Q2 2020 | Q1 2022 | 7 |
ProVise Management Group, LLC | 7 | 7 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q1 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.04% | 0.12% | Q1 2021 | Q4 2022 | 7 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 7 |
Equitable Holdings, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Raymond James Financial Services Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Apollon Wealth Management, LLC | 7 | 7 | 0.22% | 0.35% | 0.92% | Q4 2020 | Q2 2022 | 7 |
AMERIPRISE FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
ACAS, LLC | 6 | 6 | 0.34% | 0.36% | 0.38% | Q1 2021 | Q2 2022 | 6 |
PERSONAL CFO SOLUTIONS, LLC | 6 | 6 | 0.00% | 0.04% | 0.06% | Q3 2020 | Q4 2021 | 6 |
Arkadios Wealth Advisors | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Evolution Wealth Advisors, LLC | 6 | 6 | 0.04% | 0.07% | 0.19% | Q2 2020 | Q3 2021 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.03% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Leelyn Smith, LLC | 6 | 6 | 0.01% | 0.32% | 1.02% | Q3 2021 | Q4 2022 | 6 |
Legacy Private Trust Co. | 5 | 1 | 0.26% | 0.90% | 1.23% | Q3 2020 | Q1 2022 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 6 |
Keystone Financial Group | 6 | 6 | 0.05% | 0.92% | 1.18% | Q4 2020 | Q1 2022 | 6 |
First Capital Advisors Group, LLC. | 2 | 1 | 0.00% | 0.91% | 2.91% | Q4 2018 | Q2 2023 | 6 |
Laurel Wealth Advisors, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2021 | 6 |
GeoWealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 |
Financial Services Advisory Inc | 6 | 6 | 0.20% | 0.27% | 0.42% | Q3 2020 | Q4 2021 | 6 |
Truadvice, LLC | 5 | 5 | 0.42% | 0.52% | 0.78% | Q3 2020 | Q3 2021 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 5.69% | 6.58% | 8.81% | Q1 2021 | Q1 2022 | 5 |
SkyView Investment Advisors, LLC | 4 | 1 | 0.07% | 0.82% | 1.23% | Q1 2021 | Q2 2022 | 5 |
Ameritas Advisory Services, LLC | 4 | 1 | 0.01% | 0.08% | 0.14% | Q4 2021 | Q1 2023 | 5 |
Good Life Advisors, LLC | 5 | 5 | 0.19% | 0.23% | 0.27% | Q3 2019 | Q3 2020 | 5 |
Janney Montgomery Scott LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Prostatis Group LLC | 5 | 5 | 1.28% | 1.95% | 3.01% | Q4 2020 | Q4 2021 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q3 2021 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
ROVIN CAPITAL /UT/ /ADV | 5 | 5 | 0.15% | 0.42% | 0.67% | Q3 2021 | Q3 2022 | 5 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 4 |
American Planning Services, Inc. | 4 | 4 | 0.25% | 0.35% | 0.43% | Q4 2021 | Q3 2022 | 4 |
StoneX Group Inc. | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 4 |
Strategic Blueprint, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.07% | 0.11% | 0.21% | Q1 2021 | Q4 2021 | 4 |
AE Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 4 |
Blue Trust, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.06% | 0.15% | Q3 2021 | Q3 2023 | 4 |
Sigma Planning Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Estate Counselors, LLC | 4 | 4 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q4 2021 | 4 |
Hilltop Holdings Inc. | 4 | 4 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q4 2021 | 4 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q1 2022 | 4 |
FormulaFolio Investments, LLC | 4 | 4 | 0.03% | 0.48% | 0.86% | Q1 2020 | Q4 2020 | 4 |
Collaborative Wealth Managment Inc. | 2 | 1 | 0.17% | 0.41% | 0.58% | Q1 2021 | Q3 2022 | 4 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q1 2023 | 3 |
Cassady Schiller Wealth Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q1 2023 | 3 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 3 |
Paragon Wealth Strategies, LLC | 3 | 3 | 0.53% | 4.67% | 8.14% | Q2 2020 | Q4 2020 | 3 |
Integrated Wealth Concepts LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 3.73% | 5.88% | 7.32% | Q2 2020 | Q4 2020 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.09% | 0.13% | 0.19% | Q4 2021 | Q2 2022 | 3 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Cordatus Wealth Management LLC | 3 | 3 | 0.34% | 0.41% | 0.47% | Q2 2020 | Q4 2020 | 3 |
CERTUITY, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q4 2022 | 3 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 3 | 3 | 0.07% | 0.17% | 0.30% | Q2 2021 | Q4 2021 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 3 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Cerity Partners LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Nova R Wealth, Inc. | 2 | 2 | 0.26% | 0.37% | 0.48% | Q4 2021 | Q1 2022 | 2 |
Cutler Group LLC / CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Sweet Financial Partners, LLC | 2 | 2 | 0.10% | 1.43% | 2.76% | Q4 2021 | Q1 2022 | 2 |
Ameritas Investment Company, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2021 | Q3 2021 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
BANK OF AMERICA CORP /DE/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Epic Trust Investment Advisors, LLC | 2 | 2 | 0.44% | 0.44% | 0.45% | Q4 2021 | Q1 2022 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 1.68% | 2.11% | 2.55% | Q4 2021 | Q1 2022 | 2 |
Squar Milner Financial Services LLC | 1 | 1 | 0.21% | 0.22% | 0.23% | Q3 2019 | Q2 2020 | 2 |
Smart Money Group LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q3 2021 | Q4 2021 | 2 |
Vista Private Wealth Partners. LLC | 1 | 1 | 2.75% | 2.75% | 2.75% | Q3 2020 | Q1 2021 | 2 |
DOLIVER ADVISORS, LP | 2 | 2 | 0.43% | 0.59% | 0.74% | Q3 2020 | Q4 2020 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
SYM FINANCIAL Corp | 2 | 2 | 0.34% | 0.70% | 1.05% | Q2 2022 | Q3 2022 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Capasso Planning Partners LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Key FInancial Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ascension Capital Advisors, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
TTP Investments, Inc. | 1 | 1 | 7.12% | 7.12% | 7.12% | Q4 2021 | Q4 2021 | 1 |
Secrest Blakey & Associates, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2020 | Q3 2020 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2020 | Q1 2020 | 1 |
Richard W. Paul & Associates, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Atria Investments, Inc | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q1 2019 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2020 | Q2 2020 | 1 |
One Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
RAYMOND JAMES & ASSOCIATES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own AMPLIFY ETF TR or have owned AMPLIFY ETF TR in the past.