EXCHANGE TRADED CONCEPTS TR shareholder history

Current and past EXCHANGE TRADED CONCEPTS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1810.00%0.00%0.00%Q1 2014Q3 202361
Citadel Advisors 1610.00%0.00%0.01%Q3 2015Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 39390.00%0.00%0.00%Q1 2014Q3 202339
LPL Financial LLC 39390.00%0.01%0.03%Q1 2014Q3 202339
Cutler Group LLC / CA 1620.00%0.00%0.04%Q4 2017Q3 202239
ROYAL BANK OF CANADA 39390.00%0.00%0.01%Q1 2014Q3 202339
BANK OF AMERICA CORP /DE/ 38380.00%0.00%0.00%Q2 2014Q3 202339
MORGAN STANLEY 3710.00%0.01%0.02%Q1 2014Q3 202338
Joel Isaacson & Co., LLC 26120.01%0.04%0.09%Q1 2014Q3 202338
UBS Group AG 36360.00%0.02%0.03%Q4 2014Q3 202336
NTV ASSET MANAGEMENT LLC 34340.14%0.45%0.96%Q2 2015Q3 202334
Cambridge Investment Research Advisors, Inc. 3310.02%0.03%0.10%Q3 2014Q3 202334
BANK OF MONTREAL /CAN/ 2620.00%0.00%0.00%Q2 2014Q3 202333
Private Advisor Group, LLC 2230.00%0.02%0.11%Q4 2013Q3 202332
Creative Planning 2910.00%0.00%0.00%Q1 2014Q3 202331
IFP Advisors, Inc 17140.00%0.03%0.08%Q4 2015Q3 202331
HighTower Advisors, LLC 2920.00%0.01%0.01%Q3 2015Q3 202331
Cordasco Financial Network 31310.00%0.00%0.01%Q4 2014Q2 202231
AMERIPRISE FINANCIAL INC 2630.00%0.00%0.01%Q1 2014Q3 202329
STIFEL FINANCIAL CORP 2720.00%0.01%0.02%Q1 2015Q3 202329
CAHILL FINANCIAL ADVISORS INC 28280.07%0.17%0.30%Q4 2016Q3 202328
AlphaMark Advisors, LLC 28280.01%0.03%0.06%Q4 2016Q3 202328
Curbstone Financial Management Corp 28280.14%0.27%0.32%Q1 2017Q4 202328
OPPENHEIMER & CO INC 2710.01%0.03%0.13%Q2 2014Q3 202328
RAYMOND JAMES & ASSOCIATES 27270.00%0.01%0.02%Q1 2017Q3 202327
J.P. Morgan Private Wealth Advisors LLC 27270.00%0.01%0.03%Q1 2017Q3 202327
Geneos Wealth Management Inc. 27270.00%0.03%0.06%Q1 2017Q3 202327
BARCLAYS PLC 27270.00%0.00%0.00%Q1 2017Q3 202327
CIBC WORLD MARKET INC. 1890.00%0.00%0.00%Q2 2015Q1 202227
Raymond James Financial Services Advisors, Inc. 27270.00%0.02%0.11%Q1 2017Q3 202327
WELLS FARGO & COMPANY/MN 26260.00%0.00%0.01%Q2 2017Q3 202326
FIFTH THIRD BANCORP 26260.00%0.00%0.00%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.00%0.01%0.03%Q2 2017Q3 202326
JPMORGAN CHASE & CO 26260.00%0.00%0.00%Q2 2017Q3 202326
IHT Wealth Management, LLC 26260.01%0.04%0.10%Q2 2017Q3 202326
JANE STREET GROUP, LLC 710.00%0.01%0.02%Q3 2014Q3 202326
PITTENGER & ANDERSON INC 26260.00%0.01%0.04%Q2 2017Q3 202326
CITIGROUP INC 26260.00%0.00%0.01%Q2 2017Q3 202326
Hartford Financial Management Inc. 26260.00%0.01%0.02%Q2 2017Q3 202326
BALDWIN BROTHERS LLC/MA 25250.00%0.01%0.01%Q4 2017Q4 202325
Mathes Company, Inc. 2320.33%0.52%0.85%Q2 2017Q3 202325
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1910.00%0.01%0.02%Q4 2016Q3 202325
North Star Investment Management Corp. 1780.02%0.02%0.03%Q2 2017Q3 202325
Winch Advisory Services, LLC 25250.00%0.03%0.08%Q3 2017Q3 202325
US BANCORP \DE\ 25250.00%0.00%0.00%Q3 2017Q3 202325
LADENBURG THALMANN FINANCIAL SERVICES INC. 25250.00%0.01%0.03%Q4 2013Q4 201925
Migdal Insurance & Financial Holdings Ltd. 25250.00%0.03%0.09%Q3 2017Q3 202325
ENVESTNET ASSET MANAGEMENT INC 2050.00%0.01%0.04%Q2 2017Q3 202325
Winslow, Evans & Crocker, Inc. 25250.01%0.02%0.09%Q4 2014Q4 202025
Tower Research Capital LLC (TRC) 2010.00%0.00%0.00%Q4 2015Q3 202324
RPG Investment Advisory, LLC 24240.00%0.09%0.21%Q4 2017Q3 202324
Compagnie Lombard Odier SCmA 2110.00%0.01%0.05%Q1 2015Q1 202224
AdvisorNet Financial, Inc 24240.04%0.05%0.09%Q4 2017Q3 202324
VALLEY NATIONAL ADVISERS INC 24240.01%0.23%0.62%Q4 2017Q3 202324
Global Retirement Partners, LLC 1770.00%0.04%0.16%Q3 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
Glassman Wealth Services 24240.00%0.00%0.00%Q4 2017Q3 202324
Close Asset Management Ltd 23230.00%0.00%0.00%Q1 2018Q3 202323
Bank OZK 23230.10%0.55%0.82%Q1 2018Q3 202323
Cetera Advisor Networks LLC 12110.00%0.01%0.03%Q4 2017Q3 202323
Biltmore Family Office, LLC 23231.25%2.90%5.66%Q1 2018Q3 202323
SPC Financial, Inc. 1940.06%0.09%0.12%Q4 2017Q3 202323
Mutual Advisors, LLC 1490.01%0.05%0.20%Q4 2017Q3 202323
Baird Financial Group, Inc. 22220.00%0.00%0.01%Q2 2018Q3 202322
HSBC HOLDINGS PLC 22220.00%0.00%0.01%Q1 2017Q2 202222
PINNACLE ASSOCIATES LTD 22220.01%0.04%0.07%Q2 2018Q3 202322
Gradient Investments LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
Capital Advisory Group Advisory Services, LLC 1570.02%0.43%0.89%Q1 2018Q3 202322
MURPHY CAPITAL MANAGEMENT INC 22220.07%0.25%0.44%Q1 2017Q2 202222
Endurance Wealth Management, Inc. 22220.35%0.50%0.66%Q1 2018Q2 202322
CWM, LLC 1480.00%0.00%0.01%Q1 2018Q3 202322
HUNTINGTON NATIONAL BANK 1840.00%0.00%0.00%Q1 2018Q3 202322
Steward Partners Investment Advisory, LLC 1830.00%0.00%0.01%Q1 2018Q3 202321
BLAIR WILLIAM & CO/IL 21210.00%0.00%0.00%Q3 2018Q3 202321
SCOTIA CAPITAL INC. 1380.00%0.01%0.02%Q3 2017Q3 202321
LINCOLN NATIONAL CORP 21210.01%0.03%0.06%Q3 2017Q3 202221
BerganKDV Wealth Management, LLC 21210.00%0.00%0.01%Q2 2018Q2 202321
Greenwich Wealth Management LLC 21210.04%0.05%0.07%Q3 2018Q3 202321
Cetera Advisors LLC 11100.01%0.02%0.04%Q2 2017Q3 202321
Clearwater Capital Advisors, LLC 2010.00%0.11%0.16%Q1 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.30%Q3 2018Q3 202321
Bank of New York Mellon Corp 20200.00%0.00%0.00%Q4 2018Q3 202320
KINGS POINT CAPITAL MANAGEMENT 20200.00%0.00%0.00%Q2 2017Q1 202220
Ellis Investment Partners, LLC 20200.12%0.28%0.47%Q4 2018Q3 202320
MEITAV INVESTMENT HOUSE LTD 1510.01%0.07%0.18%Q4 2017Q3 202320
Sound Income Strategies, LLC 10100.00%0.00%0.00%Q4 2017Q3 202320
WEDBUSH SECURITIES INC 1190.01%0.03%0.08%Q2 2017Q3 202220
Westside Investment Management, Inc. 1110.00%0.01%0.08%Q4 2016Q3 202220
American Portfolios Advisors 20200.02%0.04%0.05%Q4 2017Q3 202220
Cresset Asset Management, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
Janney Montgomery Scott LLC 1190.00%0.00%0.00%Q2 2017Q3 202220
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20200.01%0.03%0.05%Q3 2017Q2 202220
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
SRS Capital Advisors, Inc. 1020.00%0.00%0.01%Q3 2018Q3 202319
DUNCKER STREETT & CO INC 1270.00%0.01%0.01%Q4 2017Q3 202219
Sterling Investment Advisors, Ltd. 19190.01%0.37%1.81%Q4 2017Q2 202219
Plante Moran Financial Advisors, LLC 18180.00%0.00%0.01%Q3 2017Q4 202118
DUMONT & BLAKE INVESTMENT ADVISORS LLC 18180.18%0.21%0.27%Q3 2017Q4 202118
Western Wealth Management, LLC 850.02%0.03%0.06%Q4 2018Q3 202318
Stratos Wealth Partners, LTD. 1440.01%0.02%0.08%Q4 2017Q3 202318
BENJAMIN F. EDWARDS & COMPANY, INC. 18180.00%0.00%0.00%Q2 2019Q3 202318
Moisand Fitzgerald Tamayo, LLC 18180.00%0.00%0.00%Q3 2017Q4 202118
Pacifica Partners Inc. 17170.00%0.01%0.01%Q4 2019Q4 202317
SIGNATUREFD, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
Bedel Financial Consulting, Inc. 17170.00%0.01%0.02%Q1 2018Q1 202217
Parallel Advisors, LLC 910.00%0.00%0.01%Q3 2017Q3 202217
BNP PARIBAS FINANCIAL MARKETS 1510.00%0.00%0.01%Q1 2018Q3 202317
Good Life Advisors, LLC 17170.03%0.08%0.12%Q3 2019Q3 202317
ALTFEST L J & CO INC 1160.04%1.10%5.17%Q4 2017Q1 202217
Private Portfolio Partners LLC 1510.05%0.16%0.29%Q4 2018Q2 202317
Vontobel Swiss Wealth Advisors AG 1430.14%0.39%0.56%Q1 2017Q2 202117
Round Table Services, LLC 17170.05%1.51%3.98%Q4 2017Q4 202117
Summit Asset Management, LLC 1420.06%0.09%0.13%Q3 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.01%0.02%0.02%Q4 2019Q3 202316
TBH Global Asset Management, LLC 16160.05%0.13%0.22%Q4 2019Q3 202316
EDMOND DE ROTHSCHILD HOLDING S.A. 1330.00%0.00%0.01%Q2 2015Q2 202016
American Institute for Advanced Investment Management, LLP 16160.36%0.59%0.74%Q4 2019Q3 202316
NEXT Financial Group, Inc 730.00%0.01%0.02%Q1 2017Q4 202116
Jacobi Capital Management LLC 16160.00%0.00%0.01%Q4 2017Q3 202116
IAG Wealth Partners, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.00%0.00%0.00%Q3 2019Q2 202316
GOFEN & GLOSSBERG LLC /IL/ 15150.10%0.25%0.33%Q2 2019Q4 202215
BAROMETER CAPITAL MANAGEMENT INC. 510.07%0.33%0.61%Q1 2017Q2 202315
SeaCrest Wealth Management, LLC 960.00%0.03%0.07%Q4 2017Q2 202215
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
CAPTRUST FINANCIAL ADVISORS 920.00%0.00%0.02%Q4 2018Q3 202315
PACIFIC SUN FINANCIAL CORP 611.30%1.49%1.73%Q1 2018Q2 202315
BESSEMER GROUP INC 15150.00%0.00%0.00%Q1 2020Q3 202315
Fieldpoint Private Securities, LLC 870.01%0.02%0.04%Q1 2018Q2 202215
Psagot Value Holdings Ltd. 14140.00%0.00%0.02%Q2 2018Q3 202114
Perigon Wealth Management, LLC 1310.02%0.05%0.07%Q3 2011Q3 202314
Caprock Group, LLC 770.05%0.09%0.14%Q1 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.00%0.00%0.01%Q2 2020Q3 202314
MBM Wealth Consultants, LLC 14140.00%0.00%0.00%Q4 2018Q1 202214
SFMG, LLC 14140.04%0.16%0.27%Q2 2020Q3 202314
SUMMIT FINANCIAL GROUP, INC. 14140.34%0.48%0.68%Q2 2020Q3 202314
CYPRESS CAPITAL MANAGEMENT LLC 920.04%0.04%0.05%Q1 2018Q2 202214
Advisor Group, Inc. 1310.00%0.01%0.02%Q2 2016Q4 201914
TD Capital Management LLC 950.00%0.00%0.00%Q4 2019Q3 202314
D'Orazio & Associates, Inc. 13130.00%0.00%0.00%Q3 2018Q3 202113
Armor Investment Advisors, LLC 13130.26%0.72%0.92%Q4 2016Q4 201913
DEUTSCHE BANK AG\ 510.00%0.00%0.00%Q1 2014Q2 202113
Elmwood Wealth Management, Inc. 710.00%0.02%0.04%Q1 2018Q4 202113
Trust Co 760.00%0.00%0.00%Q1 2017Q3 202313
NVWM, LLC 760.00%0.09%0.54%Q4 2017Q3 202313
Cranbrook Wealth Management, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
AVANTAX ADVISORY SERVICES, INC. 13130.00%0.01%0.01%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Belpointe Asset Management LLC 1030.00%0.03%0.10%Q3 2017Q1 202313
Sandy Spring Bank 12120.00%0.00%0.00%Q4 2020Q3 202312
Tidal Investments LLC 12120.01%0.15%0.48%Q4 2018Q3 202112
Bank Julius Baer & Co. Ltd, Zurich 610.00%0.00%0.00%Q1 2020Q3 202312
WADE G W & INC 12120.06%0.06%0.08%Q4 2020Q3 202312
MERCER GLOBAL ADVISORS INC /ADV 910.02%0.06%0.12%Q1 2020Q3 202312
SPRENG CAPITAL MANAGEMENT, INC. 910.16%0.20%0.25%Q4 2019Q2 202312
Certified Advisory Corp 1110.00%0.02%0.05%Q4 2017Q1 202112
Vontobel Holding Ltd. 12120.00%0.00%0.01%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.13%0.21%0.32%Q4 2020Q3 202312
Cardan Capital Partners, LLC 840.06%0.18%0.35%Q3 2016Q4 201912
NewSquare Capital LLC 910.00%0.00%0.00%Q1 2014Q1 202012
Bartlett & Co. LLC 830.00%0.00%0.00%Q2 2018Q4 202311
Corbenic Partners LLC 11110.00%0.00%0.00%Q4 2019Q2 202211
St. Johns Investment Management Company, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Burt Wealth Advisors 11110.00%0.00%0.01%Q2 2018Q4 202011
Cetera Investment Advisers 11110.01%0.01%0.01%Q1 2021Q3 202311
CENTAURUS FINANCIAL, INC. 310.01%0.04%0.14%Q1 2018Q2 202311
AVALON CAPITAL MANAGEMENT 510.18%0.82%2.42%Q1 2015Q2 201911
Clearview Wealth Advisors LLC 11110.05%0.06%0.09%Q4 2020Q2 202311
Allworth Financial LP 610.00%0.00%0.00%Q2 2019Q3 202311
GLENMEDE TRUST CO NA 830.00%0.00%0.00%Q3 2017Q3 202011
MEANS INVESTMENT CO., INC. 11110.08%0.34%0.43%Q1 2021Q3 202311
Solstein Capital, LLC 11110.04%0.06%0.10%Q1 2021Q3 202311
WOLVERINE TRADING, LLC 410.00%0.00%0.00%Q3 2017Q2 201911
PRUDENTIAL PLC 11110.01%0.02%0.04%Q1 2021Q3 202311
CWA Asset Management Group, LLC 11110.08%0.12%0.18%Q3 2017Q1 202011
SOL Capital Management CO 11110.07%0.17%0.25%Q1 2021Q3 202311
Spire Wealth Management 11110.02%0.02%0.06%Q1 2021Q3 202311
GREAT VALLEY ADVISOR GROUP, INC. 11110.05%0.08%0.11%Q1 2021Q3 202311
Portfolio Strategies, Inc. 731.10%2.10%4.52%Q4 2017Q3 202310
CREDIT SUISSE AG/ 810.00%0.00%0.02%Q4 2019Q3 202310
Ahrens Investment Partners LLC 610.01%0.30%0.60%Q2 2017Q1 202310
Wealthcare Advisory Partners LLC 910.00%0.00%0.01%Q1 2018Q1 202110
Accel Wealth Management 10100.00%0.00%0.00%Q4 2020Q1 202310
Capital Analysts, LLC 910.00%0.01%0.01%Q4 2020Q3 202310
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 420.00%0.00%0.00%Q4 2020Q3 202310
Fort Sheridan Advisors LLC 10100.06%0.08%0.11%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
Vigilare Wealth Management 640.12%0.16%0.19%Q4 2020Q4 202310
Bank of New Hampshire 10100.31%0.38%0.47%Q2 2021Q3 202310
Rathbones Group PLC 10100.01%0.02%0.03%Q3 2017Q4 201910
EVERMAY WEALTH MANAGEMENT LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Mayflower Financial Advisors, LLC 820.03%0.11%0.15%Q4 2020Q2 202310
Purus Wealth Management, LLC 10100.15%0.54%1.00%Q2 2021Q3 202310
Front Row Advisors LLC 10100.00%0.00%0.00%Q2 2020Q3 202210
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q3 2019Q1 202310
Financial Architects, Inc 10100.00%0.00%0.01%Q1 2017Q2 201910
J.W. COLE ADVISORS, INC. 640.02%0.05%0.30%Q4 2020Q2 202310
D.A. DAVIDSON & CO. 910.00%0.00%0.01%Q1 2018Q4 202110
Virtu KCG Holdings LLC 710.01%0.01%0.03%Q4 2013Q2 201710
EATON VANCE MANAGEMENT 990.00%0.00%0.00%Q3 2020Q3 20229
SG Americas Securities, LLC 510.00%0.02%0.04%Q1 2017Q1 20239
Joseph P. Lucia & Associates, LLC 540.01%0.02%0.02%Q2 2019Q3 20219
SCHRODER INVESTMENT MANAGEMENT GROUP 540.00%0.00%0.00%Q3 2014Q3 20189
Patriot Financial Group Insurance Agency, LLC 540.00%0.01%0.02%Q2 2017Q4 20219
First Allied Advisory Services, Inc. 990.01%0.02%0.02%Q2 2017Q2 20199
CITIZENS FINANCIAL GROUP INC/RI 990.01%0.01%0.01%Q3 2021Q3 20239
Renaissance Technologies 420.00%0.00%0.00%Q3 2020Q2 20239
TSFG, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Krilogy Financial LLC 810.00%0.00%0.01%Q2 2016Q3 20189
Jackson Financial Management 993.26%4.34%5.40%Q4 2017Q4 20199
Sigma Planning Corp 990.02%0.06%0.13%Q4 2017Q4 20199
MARINER INDEPENDENT ADVISOR NETWORK, LLC 510.03%0.24%0.93%Q4 2017Q3 20229
Vivaldi Capital Management LP 990.05%0.06%0.08%Q4 2020Q4 20229
AE Wealth Management LLC 630.00%0.01%0.02%Q4 2020Q2 20239
WFA Asset Management Corp 880.01%0.01%0.01%Q4 2021Q3 20238
EXENCIAL WEALTH ADVISORS, LLC 310.01%0.02%0.04%Q4 2019Q2 20238
AMG National Trust Bank 620.01%0.01%0.01%Q4 2020Q2 20238
BANQUE PICTET & CIE SA 880.02%0.03%0.06%Q1 2014Q4 20158
ETF Store, Inc. 880.78%0.92%1.08%Q4 2021Q3 20238
Moors & Cabot, Inc. 880.06%0.20%0.28%Q2 2016Q1 20188
OPTIMUM INVESTMENT ADVISORS 880.00%0.00%0.00%Q1 2018Q4 20198
Bell Rock Capital LLC 880.00%0.05%0.25%Q1 2018Q4 20198
MMBG INVESTMENT ADVISORS CO. 880.03%0.04%0.05%Q4 2021Q3 20238
Carmel Capital Management L.L.C. 882.23%2.51%2.92%Q4 2021Q3 20238
Crew Capital Management, Ltd. 880.35%2.00%3.23%Q1 2021Q4 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.01%Q4 2021Q3 20238
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q1 2022Q4 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
THRIVENT FINANCIAL FOR LUTHERANS 510.00%0.00%0.00%Q3 2017Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Financial Advocates Investment Management 880.02%0.04%0.13%Q3 2020Q2 20228
SILVERCREST ASSET MANAGEMENT GROUP LLC 880.01%0.01%0.01%Q2 2020Q1 20228
UNITED CAPITAL FINANCIAL ADVISORS, LLC 620.00%0.07%0.17%Q1 2017Q1 20228
Lindbrook Capital, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
MSI Financial Services Inc 880.00%0.00%0.01%Q1 2015Q4 20168
ALLIANCEBERNSTEIN L.P. 440.00%0.00%0.00%Q2 2020Q3 20228
Clay Northam Wealth Management, LLC 880.71%0.80%0.99%Q4 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.32%0.37%0.48%Q4 2021Q3 20238
Sonora Investment Management, LLC 770.00%0.00%0.00%Q1 2020Q3 20217
Summit Place Financial Advisors, LLC 610.15%0.20%0.30%Q3 2020Q2 20237
Weaver Consulting Group 770.01%0.01%0.02%Q1 2019Q3 20207
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
Equitable Holdings, Inc. 770.01%0.02%0.03%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
FLAGSHIP HARBOR ADVISORS, LLC 770.00%0.00%0.00%Q2 2018Q4 20197
KRAEMATON INVESTMENT ADVISORS, INC 430.24%0.28%0.34%Q4 2021Q3 20237
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 771.13%1.31%1.51%Q3 2021Q1 20237
Advisory Services Network, LLC 410.00%0.03%0.08%Q2 2017Q1 20237
Squar Milner Financial Services LLC 520.02%0.03%0.04%Q2 2018Q1 20207
OLD MISSION CAPITAL LLC 210.02%0.13%0.33%Q2 2017Q3 20237
CENTRAL TRUST Co 770.00%0.00%0.01%Q1 2022Q3 20237
First Horizon Advisors, Inc. 430.00%0.00%0.00%Q1 2019Q4 20227
Avior Wealth Management, LLC 770.00%0.00%0.00%Q2 2020Q4 20217
Bogart Wealth, LLC 770.01%0.23%0.63%Q3 2017Q1 20197
Bison Wealth, LLC 520.04%0.52%0.82%Q2 2015Q1 20227
GM Advisory Group, LLC 770.08%0.10%0.11%Q1 2018Q3 20197
Indie Asset Partners, LLC 770.19%0.49%0.73%Q4 2020Q2 20227
Qube Research & Technologies Ltd 210.00%0.04%0.11%Q4 2019Q3 20237
BlueCrest Capital Management Ltd 410.01%0.05%0.14%Q3 2020Q2 20237
Americana Partners, LLC 520.06%0.09%0.17%Q3 2021Q2 20237
WEALTH EFFECTS LLC 430.11%0.13%0.15%Q4 2021Q3 20237
NewEdge Advisors, LLC 410.00%0.00%0.01%Q2 2017Q3 20237
WEALTHSOURCE PARTNERS, LLC 430.02%0.02%0.03%Q3 2021Q3 20237
WASHINGTON TRUST Co 510.00%0.00%0.00%Q2 2018Q3 20237
B. Riley Wealth Advisors, Inc. 510.00%0.01%0.02%Q2 2014Q4 20217
Wilson & Boucher Capital Management, LLC 430.21%0.24%0.30%Q4 2021Q3 20237
Parker Investment Management, LLC 330.07%0.95%1.98%Q4 2017Q1 20216
MANCHESTER FINANCIAL INC 310.00%0.00%0.01%Q2 2019Q1 20216
Gruss & Co., LLC 661.00%2.60%3.06%Q3 2017Q4 20186
EXANE DERIVATIVES 510.04%0.46%0.68%Q3 2017Q3 20206
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 510.00%0.04%0.05%Q3 2018Q2 20226
COLONY GROUP LLC 410.01%0.01%0.02%Q3 2021Q3 20236
HARVEST GROUP WEALTH MANAGEMENT, LLC 510.01%0.01%0.02%Q2 2019Q4 20206
Pinnacle Wealth Management Advisory Group, LLC 660.09%0.11%0.13%Q2 2022Q3 20236
PineBridge Investments, L.P. 420.00%0.00%0.01%Q2 2018Q4 20206
CULLEN/FROST BANKERS, INC. 660.00%0.00%0.00%Q1 2021Q2 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Ameritas Advisory Services, LLC 660.02%0.02%0.02%Q4 2021Q1 20236
TRUIST FINANCIAL CORP 420.00%0.00%0.00%Q2 2021Q2 20236
Ausdal Financial Partners, Inc. 420.07%0.08%0.08%Q4 2017Q2 20196
Patten Group, Inc. 660.00%0.00%0.01%Q3 2017Q4 20186
Banque Cantonale Vaudoise 660.01%0.02%0.02%Q1 2021Q2 20226
Realta Investment Advisors 210.01%0.03%0.04%Q4 2019Q3 20236
Laidlaw Wealth Management LLC 410.08%0.12%0.16%Q4 2020Q3 20225
FIRST MANHATTAN CO. LLC. 550.00%0.00%0.00%Q1 2021Q1 20225
OGOREK ANTHONY JOSEPH /NY/ /ADV 550.00%0.00%0.00%Q3 2017Q3 20185
Chicago Partners Investment Group LLC 550.00%0.00%0.00%Q3 2017Q3 20185
Allianz Asset Management GmbH 550.00%0.00%0.01%Q2 2017Q2 20185
NIEMANN CAPITAL MANAGEMENT INC 550.39%0.49%0.58%Q1 2017Q1 20185
PEAPACK GLADSTONE FINANCIAL CORP 550.01%0.01%0.01%Q3 2022Q3 20235
Charles Schwab Investment Advisory, Inc. 550.31%0.54%0.76%Q3 2017Q3 20185
FIRST INTERSTATE BANK 550.00%0.00%0.00%Q4 2018Q4 20195
Core Wealth Advisors, Inc. 550.06%0.07%0.09%Q1 2021Q1 20225
MONEY CONCEPTS CAPITAL CORP 550.01%0.02%0.03%Q4 2021Q4 20225
Vantage Investment Advisors, LLC 550.01%0.01%0.01%Q3 2017Q3 20185
AXXCESS WEALTH MANAGEMENT, LLC 320.02%0.09%0.18%Q4 2021Q3 20235
Gupta Wealth Management LLC 550.00%0.00%0.00%Q1 2015Q1 20165
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q3 2017Q3 20185
Smart Portfolios, LLC 550.05%0.80%1.92%Q1 2018Q1 20195
Charter Oak Capital Management, LLC 550.00%0.00%0.01%Q4 2020Q4 20215
Kingsview Wealth Management, LLC 310.01%0.05%0.11%Q1 2018Q3 20235
McIlrath & Eck, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
PICTON MAHONEY ASSET MANAGEMENT 550.03%0.03%0.04%Q2 2017Q2 20185
TriaGen Wealth Management LLC 550.60%0.80%0.90%Q4 2020Q4 20215
Commonwealth Equity Services, Inc 550.00%0.01%0.02%Q3 2016Q3 20175
TOTH FINANCIAL ADVISORY CORP 320.00%0.00%0.00%Q4 2017Q3 20235
PICTET BANK & TRUST Ltd 550.15%0.17%0.19%Q3 2017Q3 20185
Legacy Wealth Partners, Inc. 550.21%0.30%0.42%Q2 2020Q2 20215
INTEGRAL INVESTMENT ADVISORS, INC. 550.21%0.92%1.54%Q4 2021Q4 20225
BECK CAPITAL MANAGEMENT, LLC 320.26%0.48%0.64%Q1 2014Q4 20215
Family Management Corp 550.07%0.12%0.20%Q4 2018Q4 20195
FLOW TRADERS U.S. LLC 210.02%0.07%0.14%Q3 2020Q2 20225
Fountainhead AM, LLC 554.01%4.41%4.64%Q3 2022Q3 20235
TRUE Private Wealth Advisors 440.10%0.11%0.13%Q4 2017Q3 20184
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
Sterling Financial Planning, Inc. 440.06%0.06%0.07%Q4 2020Q3 20214
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.01%Q4 2018Q2 20234
Resurgent Financial Advisors LLC 440.01%0.02%0.02%Q4 2022Q3 20234
UBS AG 440.00%0.00%0.00%Q4 2013Q3 20144
Larson Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
PEDDOCK CAPITAL ADVISORS, LLC 440.01%0.02%0.02%Q4 2017Q3 20184
JOHNSON INVESTMENT COUNSEL INC 310.00%0.00%0.00%Q4 2021Q3 20234
Veritable, L.P. 440.00%0.00%0.00%Q1 2021Q4 20214
Quintet Private Bank (Europe) S.A. 310.03%0.04%0.04%Q2 2022Q3 20234
Financial Freedom, LLC 440.10%0.25%0.35%Q4 2022Q3 20234
Livingston Group Asset Management CO (operating as Southport Capital Management) 440.15%0.18%0.20%Q4 2017Q3 20184
Key Client Fiduciary Advisors, LLC 440.15%0.20%0.22%Q4 2022Q3 20234
DCM Advisors, LLC 440.07%0.12%0.14%Q4 2020Q3 20214
Claro Advisors LLC 310.02%0.07%0.09%Q4 2018Q1 20224
Atlantic Union Bankshares Corp 440.52%1.34%1.66%Q1 2018Q4 20184
OneDigital Investment Advisors LLC 440.02%0.04%0.04%Q4 2022Q3 20234
Prospera Financial Services Inc 440.00%0.01%0.01%Q3 2021Q2 20224
Gladstone Institutional Advisory LLC 440.02%0.03%0.04%Q2 2021Q1 20224
Fiduciary Alliance LLC 440.11%0.12%0.13%Q4 2022Q3 20234
Beacon Pointe Advisors, LLC 440.03%0.05%0.06%Q4 2022Q3 20234
Corient Private Wealth LLC 440.02%0.03%0.03%Q4 2022Q3 20234
REGIONS FINANCIAL CORP 440.00%0.00%0.00%Q2 2018Q1 20194
Wagner Wealth Management, LLC 440.23%0.25%0.28%Q4 2017Q3 20184
YorkBridge Wealth Partners, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Koshinski Asset Management, Inc. 310.01%0.01%0.02%Q3 2021Q2 20234
Farther Finance Advisors, LLC 440.03%0.06%0.09%Q4 2022Q3 20234
Hilltop Holdings Inc. 220.03%0.08%0.17%Q2 2020Q2 20234
Sand Hill Global Advisors, LLC 442.83%3.20%3.57%Q1 2018Q4 20184
Canal Capital Management, LLC 440.25%0.26%0.28%Q4 2017Q3 20184
VALLEY FINANCIAL MANAGEMENT, INC. 440.91%1.15%1.49%Q3 2022Q2 20234
FRANKLIN RESOURCES INC 440.00%0.00%0.00%Q2 2018Q1 20194
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 440.33%0.37%0.46%Q4 2017Q3 20184
Avestar Capital, LLC 440.01%0.01%0.01%Q4 2017Q3 20184
EVOKE WEALTH, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
NATIONAL PLANNING CORP 440.06%0.10%0.16%Q4 2016Q3 20174
Sierra Capital LLC 440.15%0.24%0.44%Q1 2021Q4 20214
Stone House Investment Management, LLC 310.00%0.00%0.00%Q1 2019Q3 20234
AMERICAN INTERNATIONAL GROUP, INC. 440.00%0.00%0.00%Q2 2015Q1 20164
MONETA GROUP INVESTMENT ADVISORS LLC 310.00%0.00%0.01%Q3 2015Q2 20184
QUADRANT CAPITAL GROUP LLC 310.00%0.00%0.00%Q4 2021Q4 20224
Susquehanna International Group Ltd. 330.26%0.64%0.91%Q4 2018Q2 20193
CHICAGO TRUST Co NA 330.07%0.07%0.07%Q1 2023Q3 20233
UBS ASSET MANAGEMENT AMERICAS INC 330.00%0.00%0.00%Q1 2018Q3 20183
Mariner, LLC 210.00%0.01%0.01%Q4 2022Q3 20233
M&T BANK CORP 210.00%0.00%0.00%Q1 2018Q4 20203
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.00%0.01%0.01%Q4 2017Q2 20183
SYNOVUS FINANCIAL CORP 330.00%0.00%0.00%Q2 2018Q4 20183
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.01%Q4 2020Q1 20233
SEI INVESTMENTS CO 330.00%0.00%0.00%Q4 2017Q2 20183
GeoWealth Management, LLC 330.24%0.31%0.39%Q4 2019Q2 20203
Destination Wealth Management 210.00%0.00%0.00%Q1 2018Q4 20183
FSA Wealth Management LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Family Capital Management, Inc. 330.10%0.13%0.15%Q1 2023Q3 20233
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q3 2017Q1 20183
Newbridge Financial Services Group, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
EdgeRock Capital LLC 330.94%1.21%1.35%Q4 2022Q2 20233
Stevard, LLC 330.21%0.23%0.28%Q4 2019Q2 20203
Golden State Wealth Management, LLC 330.01%0.03%0.05%Q1 2019Q3 20193
BROWN BROTHERS HARRIMAN & CO 330.00%0.00%0.00%Q3 2021Q1 20223
Nelson Capital Management, LLC 330.02%0.02%0.02%Q3 2017Q1 20183
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q1 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q4 2017Q2 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
Miracle Mile Advisors, LLC 110.01%0.02%0.02%Q1 2018Q4 20193
MISSION WEALTH MANAGEMENT, LP 330.01%0.02%0.02%Q4 2021Q2 20223
McKinley Carter Wealth Services, Inc. 210.01%0.02%0.04%Q1 2018Q3 20233
tru Independence LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Essex Savings Bank 330.02%0.02%0.02%Q4 2018Q2 20193
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
Meristem Family Wealth, LLC 210.04%0.05%0.06%Q2 2019Q4 20213
1832 Asset Management L.P. 210.00%0.00%0.00%Q3 2021Q3 20233
PICTET ASSET MANAGEMENT LTD 330.00%0.00%0.01%Q4 2020Q2 20213
BIRINYI ASSOCIATES INC 330.08%0.16%0.24%Q1 2018Q3 20183
USAdvisors Wealth Management, LLC 210.23%0.24%0.24%Q4 2017Q3 20233
Crosspoint Capital Strategies, LLC 330.00%0.00%0.00%Q4 2016Q2 20173
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q1 2018Q2 20193
Advisor Resource Council 110.07%0.09%0.12%Q2 2021Q2 20223
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Washington Trust Advisors, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
SUNTRUST BANKS INC 330.00%0.00%0.00%Q3 2017Q1 20183
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Resolute Wealth Strategies, LLC 330.38%0.44%0.47%Q1 2023Q3 20233
EDMOND DE ROTHSCHILD (SUISSE) S.A. 330.00%0.03%0.09%Q2 2015Q4 20153
James J. Burns & Company, LLC 330.09%0.09%0.10%Q1 2023Q3 20233
Venturi Wealth Management, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
SEAVIEW INVESTMENT MANAGERS LLC 210.08%0.26%0.63%Q4 2021Q2 20233
Stonebridge Capital Advisors LLC 330.00%0.00%0.00%Q4 2019Q2 20203
American Financial Network Advisory Services LLC 220.63%0.68%0.74%Q3 2017Q4 20172
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
LIBERTY WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Cornerstone Wealth Management, LLC 220.00%0.01%0.01%Q2 2018Q3 20182
Kavar Capital Partners, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 220.03%0.05%0.07%Q1 2018Q2 20182
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Zurcher Kantonalbank (Zurich Cantonalbank) 220.01%0.01%0.01%Q2 2014Q3 20142
Acorn Wealth Advisors, LLC 220.04%0.05%0.07%Q1 2018Q2 20182
First Heartland Consultants, Inc. 220.05%0.69%1.34%Q4 2020Q1 20212
Almanack Investment Partners, LLC. 220.02%0.02%0.02%Q3 2021Q4 20212
Investors Research Corp 220.00%0.00%0.00%Q1 2023Q2 20232
GRIFFIN ASSET MANAGEMENT, INC. 110.02%0.04%0.05%Q3 2018Q2 20192
Executive Wealth Management, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Stegent Equity Advisors, Inc. 220.50%1.15%1.79%Q4 2021Q1 20222
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Carmichael Hill & Associates, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Worth Asset Management, LLC 220.00%0.04%0.08%Q1 2023Q2 20232
Manchester Capital Management LLC 220.02%0.02%0.02%Q2 2023Q3 20232
360 Financial, Inc. 223.33%3.35%3.38%Q1 2021Q2 20212
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.01%0.01%Q2 2014Q4 20222
Bray Capital Advisors 220.00%0.00%0.00%Q2 2015Q3 20152
BDO Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
Investors Capital Advisory Services 220.04%0.04%0.04%Q1 2015Q2 20152
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.02%0.03%Q3 2017Q1 20192
VALUE PARTNERS LTD /ADV 221.36%2.37%3.38%Q2 2014Q3 20142
DAVENPORT & Co LLC 220.01%0.01%0.01%Q4 2017Q1 20182
PICTET ASSET MANAGEMENT SA 220.00%0.00%0.00%Q3 2021Q4 20212
SITTNER & NELSON, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Pallas Capital Advisors LLC 220.03%0.04%0.05%Q2 2023Q3 20232
FIRST FOUNDATION ADVISORS 220.02%0.02%0.02%Q2 2023Q3 20232
TMD & ASSOCIATES, INC 220.18%1.48%2.78%Q4 2018Q1 20192
Mission Creek Capital Partners, Inc. 220.07%0.08%0.08%Q2 2023Q3 20232
Cerity Partners LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Global Trust Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Anchor Investment Management, LLC 220.00%0.00%0.00%Q3 2023Q4 20232
OLD SECOND NATIONAL BANK OF AURORA 220.01%0.01%0.01%Q4 2016Q1 20172
Sunesis Advisors, LLC 110.22%0.23%0.24%Q1 2023Q3 20232
WP Advisors, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Apriem Advisors 110.00%0.00%0.01%Q4 2013Q2 20182
Savior LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Ruedi Wealth Management, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Spectrum Asset Management, Inc. (NB/CA) 220.94%0.98%1.01%Q4 2014Q1 20152
AMERICAN ASSET MANAGEMENT INC. 110.00%0.00%0.00%Q3 2014Q3 20152
Cascadia Advisory Services, LLC 220.05%0.05%0.05%Q2 2021Q3 20212
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
LAZARD ASSET MANAGEMENT LLC 220.01%0.02%0.03%Q4 2013Q1 20142
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
DUBUQUE BANK & TRUST CO 220.02%0.02%0.02%Q4 2017Q1 20182
Alphadyne Asset Management LP 221.74%4.09%6.44%Q3 2019Q4 20192
DELTA ASSET MANAGEMENT LLC/TN 220.00%0.00%0.00%Q3 2021Q4 20212
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Ground Swell Capital, LLC 110.01%0.39%0.78%Q3 2014Q1 20212
Cedar Mountain Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Csenge Advisory Group 110.02%0.02%0.02%Q3 2018Q1 20222
Waratah Capital Advisors Ltd. 220.05%0.16%0.28%Q3 2017Q4 20172
Sullivan, Bruyette, Speros & Blaney, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Folger Hill Asset Management LP 110.20%0.20%0.20%Q1 2017Q1 20171
Avitas Wealth Management LLC 110.08%0.08%0.08%Q3 2018Q3 20181
RITTER DANIHER FINANCIAL ADVISORY LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Marquette Asset Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Psagot Value Holdings Ltd. / (Israel) 110.00%0.00%0.00%Q3 2021Q3 20211
RATIONAL ADVISORS LLC 110.04%0.04%0.04%Q4 2014Q4 20141
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Ellevest, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Princeton Global Asset Management LLC 110.03%0.03%0.03%Q1 2019Q1 20191
ATLAS CAPITAL ADVISORS LLC 110.00%0.00%0.00%Q3 2022Q3 20221
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 110.83%0.83%0.83%Q1 2022Q1 20221
Dynamic Advisor Solutions LLC 110.15%0.15%0.15%Q4 2019Q4 20191
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2018Q3 20181
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
BNC WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Kellett Wealth Advisors, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SCP Investment, LP 113.42%3.42%3.42%Q4 2017Q4 20171
LifePlan Financial Group, Inc 110.00%0.00%0.00%Q4 2019Q4 20191
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Fiera Capital Corp 110.00%0.00%0.00%Q1 2018Q1 20181
River Wealth Advisors LLC 110.00%0.00%0.00%Q2 2018Q2 20181
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2019Q3 20191
TOWNSQUARE CAPITAL LLC 110.03%0.03%0.03%Q4 2018Q4 20181
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
ProVise Management Group, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Great Diamond Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2018Q3 20181
Verition Fund Management LLC 110.02%0.02%0.02%Q4 2018Q4 20181
PSI Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
VALLEY WEALTH MANAGERS, INC. 110.24%0.24%0.24%Q3 2023Q3 20231
Masso Torrence Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
FNY Managed Accounts LLC 110.05%0.05%0.05%Q1 2017Q1 20171
MADDEN SECURITIES Corp 110.02%0.02%0.02%Q4 2022Q4 20221
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
PVG Asset Management 110.42%0.42%0.42%Q4 2016Q4 20161
Osborn Williams & Donohoe LLC 110.01%0.01%0.01%Q1 2019Q1 20191
PVG ASSET MANAGEMENT CORP 111.55%1.55%1.55%Q4 2021Q4 20211
Anfield Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Horizon Investments, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GFG Capital, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Virtu Financial LLC 110.06%0.06%0.06%Q2 2018Q2 20181
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Crestwood Advisors Group, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Signature Wealth Management Group 110.01%0.01%0.01%Q4 2017Q4 20171
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Trexquant Investment LP 110.02%0.02%0.02%Q2 2020Q2 20201
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Clean Yield Group 110.00%0.00%0.00%Q4 2020Q4 20201
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2018Q1 20181
Fortis Group Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Level Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Penserra Capital Management LLC 110.26%0.26%0.26%Q4 2017Q4 20171
Sequoia Financial Advisors, LLC 110.07%0.07%0.07%Q1 2016Q1 20161
Bullseye Investment Management, LLC 110.82%0.82%0.82%Q1 2023Q1 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Samson Rock Capital LLP 110.20%0.20%0.20%Q1 2021Q1 20211
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2021Q3 20211
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Lionsbridge Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Premia Global Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Financial Management Professionals, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Northwest Bank & Trust Co 110.02%0.02%0.02%Q2 2023Q2 20231
Wealth Quarterback LLC 110.02%0.02%0.02%Q4 2019Q4 20191
BOOTHBAY FUND MANAGEMENT, LLC 110.18%0.18%0.18%Q4 2017Q4 20171
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q2 2023Q2 20231
MOTCO 110.00%0.00%0.00%Q2 2021Q2 20211
First Personal Financial Services 110.00%0.00%0.00%Q3 2022Q3 20221
Granite Bay Wealth Management, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Price Capital Management, Inc. 115.99%5.99%5.99%Q3 2017Q3 20171
SHINE INVESTMENT ADVISORY SERVICES INC 110.01%0.01%0.01%Q1 2019Q1 20191
ASSETMARK, INC 110.00%0.00%0.00%Q4 2014Q4 20141
Personal Wealth Partners 110.01%0.01%0.01%Q2 2021Q2 20211
Valmark Advisers, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Altus Wealth Group LLC 110.02%0.02%0.02%Q4 2020Q4 20201
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Black Swift Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Sunbelt Securities, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Optiver Holding B.V. 110.00%0.00%0.00%Q2 2021Q2 20211
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Brown Shipley& Co Ltd 110.03%0.03%0.03%Q1 2023Q1 20231
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q2 2018Q2 20181
Balter Liquid Alternatives, LLC 110.56%0.56%0.56%Q1 2017Q1 20171
Independent Advisor Alliance 110.03%0.03%0.03%Q4 2019Q4 20191
Crewe Advisors LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Belvedere Trading LLC 110.16%0.16%0.16%Q1 2021Q1 20211
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
Walleye Trading LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Fulcrum Equity Management 110.14%0.14%0.14%Q1 2021Q1 20211
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Columbus Macro, LLC 110.23%0.23%0.23%Q1 2021Q1 20211
Graham Capital Management, L.P. 110.32%0.32%0.32%Q3 2017Q3 20171
Coston, McIsaac & Partners 110.00%0.00%0.00%Q3 2023Q3 20231
Key FInancial Inc 110.01%0.01%0.01%Q2 2022Q2 20221
Oribel Capital Management, LP 112.33%2.33%2.33%Q4 2017Q4 20171
Silicon Hills Wealth Management, LLC 110.15%0.15%0.15%Q4 2019Q4 20191
Dynasty Wealth Management, LLC 110.37%0.37%0.37%Q4 2017Q4 20171
Matisse Capital 110.14%0.14%0.14%Q1 2021Q1 20211
Trutina Financial LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Clear Perspectives Financial Planning, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Claybrook Capital, LLC 110.20%0.20%0.20%Q4 2017Q4 20171
Kovack Advisors, Inc. 110.32%0.32%0.32%Q2 2014Q2 20141
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Lido Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Simplicity Solutions, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Jane Street Holding, LLC 110.04%0.04%0.04%Q4 2013Q4 20131
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
External links

This page lists all the filers that currently own EXCHANGE TRADED CONCEPTS TR or have owned EXCHANGE TRADED CONCEPTS TR in the past.