FIDELITY COMWLTH TR shareholder history

Current and past FIDELITY COMWLTH TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.02%0.04%Q2 2013Q3 202342
FMR LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
Capital Advisors, Ltd. LLC 40400.01%0.01%0.02%Q4 2013Q3 202340
ROYAL BANK OF CANADA 3320.00%0.00%0.01%Q2 2013Q3 202340
Citadel Advisors 1610.00%0.00%0.01%Q2 2014Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Sigma Planning Corp 36360.12%0.31%1.04%Q4 2014Q3 202336
HighTower Advisors, LLC 33330.00%0.04%0.13%Q3 2015Q3 202333
ALBION FINANCIAL GROUP /UT 22100.02%0.22%0.32%Q3 2015Q3 202332
Creative Planning 2310.00%0.00%0.02%Q1 2015Q3 202332
IFP Advisors, Inc 17140.00%0.08%0.28%Q4 2015Q3 202331
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.01%Q2 2013Q3 202331
AMERIPRISE FINANCIAL INC 31310.00%0.00%0.01%Q1 2016Q3 202331
Cambridge Investment Research Advisors, Inc. 21100.01%0.07%0.15%Q4 2015Q3 202331
Silicon Valley Capital Partners 31310.95%2.07%3.51%Q1 2016Q3 202331
SMITH CHAS P & ASSOCIATES PA CPAS 31310.09%1.30%1.84%Q1 2016Q3 202331
Kovack Advisors, Inc. 1310.21%0.71%2.30%Q3 2014Q3 202331
BlackRock Inc. 30300.00%0.00%0.00%Q4 2015Q1 202330
Private Advisor Group, LLC 29290.00%0.01%0.03%Q3 2016Q3 202329
Cornerstone Wealth Management, LLC 2510.04%0.27%0.42%Q1 2016Q3 202329
Advisory Services Network, LLC 2720.01%0.15%0.42%Q4 2014Q3 202329
US BANCORP \DE\ 28280.00%0.00%0.02%Q4 2016Q3 202328
LINCOLN NATIONAL CORP 28280.02%0.06%0.11%Q4 2016Q3 202328
Fisher Asset Management, LLC 2610.00%0.01%0.06%Q4 2016Q3 202327
MML INVESTORS SERVICES, LLC 27270.01%0.02%0.07%Q1 2017Q3 202327
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27270.92%1.20%1.40%Q2 2013Q4 201927
Stratos Wealth Partners, LTD. 27270.01%0.02%0.03%Q1 2017Q3 202327
JANE STREET GROUP, LLC 710.00%0.01%0.08%Q1 2014Q3 202327
Lido Advisors, LLC 2520.01%0.02%0.09%Q4 2016Q3 202327
Pinnacle Family Advisors, LLC 2240.32%1.58%3.94%Q4 2016Q3 202326
Raymond James Financial Services Advisors, Inc. 26260.00%0.00%0.01%Q2 2017Q3 202326
Global Retirement Partners, LLC 1970.00%0.01%0.03%Q1 2017Q3 202326
Ameritas Investment Partners, Inc. 25250.00%0.00%0.01%Q3 2017Q3 202325
FIFTH THIRD BANCORP 24240.00%0.00%0.00%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.08%0.16%Q4 2017Q3 202324
Geneos Wealth Management Inc. 24240.00%0.01%0.02%Q1 2016Q4 202124
LADENBURG THALMANN FINANCIAL SERVICES INC. 2210.00%0.04%0.17%Q2 2013Q4 201923
RAYMOND JAMES & ASSOCIATES 2210.00%0.00%0.00%Q4 2017Q3 202323
Colonial Trust Advisors 1930.04%0.07%0.10%Q1 2018Q3 202322
CREATIVE FINANCIAL DESIGNS INC /ADV 22220.01%0.03%0.05%Q2 2018Q3 202322
BENJAMIN F. EDWARDS & COMPANY, INC. 22220.00%0.00%0.01%Q2 2018Q3 202322
RPg Family Wealth Advisory, LLC 1530.01%0.03%0.08%Q2 2016Q1 202222
BROWN ADVISORY INC 22220.00%0.00%0.00%Q2 2018Q3 202322
Cetera Advisor Networks LLC 21210.01%0.03%0.04%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
CAPTRUST FINANCIAL ADVISORS 1290.00%0.00%0.01%Q3 2017Q4 202221
M&R CAPITAL MANAGEMENT INC 21210.01%0.01%0.01%Q4 2018Q4 202321
FinTrust Capital Advisors, LLC 20200.02%0.13%0.65%Q4 2018Q3 202320
Ironwood Financial, llc 20200.07%0.09%0.10%Q4 2018Q3 202320
CRA Financial Services, LLC 20200.44%0.64%0.88%Q4 2018Q3 202320
Ahrens Investment Partners LLC 20200.01%0.15%0.30%Q3 2017Q2 202220
THOROUGHBRED FINANCIAL SERVICES, LLC 20200.05%0.10%0.16%Q4 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.00%0.00%Q4 2018Q3 202320
Tower Research Capital LLC (TRC) 410.00%0.03%0.20%Q1 2014Q3 202320
Certified Advisory Corp 1190.05%0.09%0.15%Q4 2017Q1 202320
Sowell Financial Services LLC 1730.04%0.27%0.97%Q3 2018Q3 202320
American Portfolios Advisors 20200.05%0.10%0.15%Q4 2017Q3 202220
PNC FINANCIAL SERVICES GROUP, INC. 1710.00%0.00%0.00%Q2 2015Q3 202320
Wealth Alliance Advisory Group, LLC 810.09%0.16%0.38%Q4 2017Q3 202320
First Heartland Consultants, Inc. 1710.06%0.30%1.13%Q3 2013Q2 202120
Financial Partners Group, Inc 20200.17%0.40%0.80%Q4 2018Q3 202320
GOLDMAN SACHS GROUP INC 1110.00%0.00%0.00%Q3 2015Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Beaumont Financial Partners, LLC 19190.03%0.04%0.06%Q1 2018Q3 202219
Archer Investment Corp 1630.01%0.02%0.02%Q4 2018Q3 202319
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1510.00%0.00%0.00%Q2 2017Q3 202319
CENTAURUS FINANCIAL, INC. 1030.01%0.05%0.09%Q1 2018Q1 202319
Analyst IMS Investment Management Services Ltd. 19190.49%2.13%4.66%Q1 2019Q3 202319
Sound Income Strategies, LLC 1530.00%0.00%0.00%Q4 2017Q3 202318
Renaissance Technologies 620.00%0.00%0.00%Q4 2017Q3 202318
KINGS POINT CAPITAL MANAGEMENT 18180.01%0.01%0.01%Q4 2017Q1 202218
BANK OF MONTREAL /CAN/ 18180.00%0.00%0.00%Q4 2017Q1 202218
Ruggie Capital Group 1440.36%0.67%1.64%Q4 2014Q3 201918
Regal Investment Advisors LLC 1010.04%1.07%1.87%Q3 2018Q3 202318
Steward Partners Investment Advisory, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Brinker Capital Investments, LLC 18180.00%0.00%0.00%Q2 2013Q3 201718
Avondale Wealth Management 18180.59%1.49%2.92%Q2 2019Q3 202318
Rikoon Group, LLC 18180.14%0.25%0.44%Q4 2016Q1 202118
Avior Wealth Management, LLC 18180.00%0.13%0.68%Q2 2019Q3 202318
RAYMOND JAMES TRUST N.A. 17170.01%0.01%0.03%Q3 2019Q3 202317
B. Riley Wealth Advisors, Inc. 1110.00%0.03%0.06%Q4 2014Q3 202317
STIFEL FINANCIAL CORP 810.00%0.00%0.01%Q1 2014Q3 202317
GREAT VALLEY ADVISOR GROUP, INC. 16160.03%0.08%0.25%Q4 2019Q3 202316
Lineweaver Wealth Advisors, LLC 16161.08%1.54%1.97%Q4 2019Q3 202316
SIGNATUREFD, LLC 1110.00%0.00%0.01%Q3 2016Q3 202316
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Core Wealth Advisors, Inc. 16160.00%0.01%0.01%Q4 2019Q3 202316
Aufman Associates Inc 16160.29%0.33%0.35%Q4 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.17%1.24%2.12%Q4 2019Q3 202316
Ayalon Insurance Comp Ltd. 16160.00%0.65%1.27%Q4 2019Q3 202316
BROWN BROTHERS HARRIMAN & CO 16160.00%0.00%0.01%Q4 2019Q3 202316
AlphaMark Advisors, LLC 16160.01%0.05%0.10%Q4 2018Q3 202216
MANUFACTURERS LIFE INSURANCE COMPANY, THE 15150.00%0.00%0.00%Q1 2015Q3 201815
J.W. COLE ADVISORS, INC. 1410.04%0.14%0.38%Q4 2019Q3 202315
TRUIST FINANCIAL CORP 1410.00%0.00%0.00%Q4 2019Q3 202315
CALTON & ASSOCIATES, INC. 740.06%0.10%0.15%Q4 2017Q1 202215
OSAIC HOLDINGS, INC. 15150.02%0.04%0.10%Q1 2020Q3 202315
N.E.W. Advisory Services LLC 1410.08%0.15%0.30%Q4 2019Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.07%Q2 2016Q4 201915
HOLLENCREST CAPITAL MANAGEMENT 15150.58%0.82%1.88%Q1 2020Q3 202315
Hubbell Strickland Wealth Management, LLC 14140.32%0.95%1.34%Q2 2020Q3 202314
Commonwealth Equity Services, Inc 14140.00%0.02%0.09%Q2 2014Q3 201714
Key FInancial Inc 1310.06%0.12%0.22%Q1 2020Q3 202314
Janney Montgomery Scott LLC 920.00%0.01%0.03%Q4 2018Q3 202314
Sunbelt Securities, Inc. 1220.02%0.27%0.50%Q3 2019Q3 202314
Mutual Advisors, LLC 1310.02%0.02%0.03%Q1 2019Q3 202314
Dana Investment Advisors, Inc. 14140.01%0.01%0.01%Q2 2020Q3 202314
TCI Wealth Advisors, Inc. 13130.00%0.00%0.02%Q1 2020Q1 202313
Divergent Wealth Advisors 13134.92%5.37%5.89%Q3 2020Q3 202313
Baird Financial Group, Inc. 1210.00%0.00%0.03%Q4 2018Q3 202313
Private Capital Group, LLC 1210.00%0.01%0.02%Q1 2019Q2 202213
TFC Financial Management, Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
Capital Analysts, LLC 730.00%0.00%0.02%Q1 2018Q1 202213
HWG Holdings LP 610.00%0.14%0.31%Q4 2017Q4 202313
FormulaFolio Investments, LLC 13130.02%0.18%0.84%Q4 2017Q4 202013
SevenBridge Financial Group, LLC 13130.02%0.03%0.03%Q2 2016Q2 201913
PACIFIC SUN FINANCIAL CORP 610.25%0.33%0.41%Q2 2019Q2 202313
BARCLAYS PLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Ridgewood Investments LLC 13130.27%0.44%0.54%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.08%0.14%0.22%Q3 2020Q3 202313
Portfolio Strategies, Inc. 710.10%0.65%1.66%Q4 2017Q3 202313
OPTIMUM INVESTMENT ADVISORS 13130.01%0.03%0.05%Q4 2020Q4 202313
JPMORGAN CHASE & CO 940.00%0.00%0.00%Q1 2019Q3 202313
Texas Yale Capital Corp. 13130.01%0.04%0.09%Q3 2020Q3 202313
ASSETMARK, INC 1110.00%0.00%0.00%Q3 2015Q3 202312
Engrave Wealth Partners LLC 12120.18%0.24%0.50%Q4 2020Q3 202312
MERCER GLOBAL ADVISORS INC /ADV 12120.00%0.00%0.01%Q4 2020Q3 202312
Greenhouse Wealth Management, LLC 12120.34%0.40%0.44%Q4 2020Q3 202312
NEXT Financial Group, Inc 610.00%0.00%0.00%Q2 2017Q4 202112
THRIVENT FINANCIAL FOR LUTHERANS 12120.00%0.00%0.02%Q4 2020Q3 202312
CIBC Private Wealth Group, LLC 1020.00%0.00%0.00%Q1 2018Q3 202312
BENNICAS & ASSOCIATES, INC. 12120.18%0.21%0.24%Q4 2017Q3 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Valeo Financial Advisors, LLC 660.00%0.00%0.00%Q1 2018Q1 202112
Tradition Wealth Management, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.04%0.04%0.05%Q4 2020Q3 202312
AE Wealth Management LLC 610.00%0.06%0.37%Q1 2020Q3 202312
Delta Investment Management, LLC 12120.06%0.08%0.11%Q4 2020Q3 202312
NewEdge Advisors, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Samalin Investment Counsel, LLC 1110.02%0.26%0.48%Q4 2019Q3 202312
WEALTHSOURCE PARTNERS, LLC 1110.03%0.55%0.90%Q1 2016Q2 201912
Destiny Wealth Partners, LLC 12120.20%0.25%0.31%Q4 2020Q3 202312
Ancora Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Parallel Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
WFG Advisors, LP 11110.01%0.02%0.05%Q4 2014Q2 201711
Westside Investment Management, Inc. 11110.00%0.00%0.03%Q1 2021Q3 202311
SALEM INVESTMENT COUNSELORS INC 11110.00%0.01%0.02%Q1 2021Q3 202311
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11110.02%0.05%0.07%Q1 2019Q3 202111
BURNEY CO/ 830.01%0.01%0.01%Q3 2020Q3 202311
Cetera Investment Advisers 11110.00%0.00%0.01%Q1 2021Q3 202311
Madison Wealth Partners, Inc 1014.15%5.77%6.29%Q4 2020Q3 202311
J.P. Morgan Private Wealth Advisors LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
Darwin Wealth Management, LLC 1010.07%0.13%0.17%Q2 2017Q1 202011
HARBOUR INVESTMENTS, INC. 640.02%0.03%0.05%Q1 2021Q3 202310
Allworth Financial LP 10100.00%0.01%0.02%Q2 2021Q3 202310
EQ LLC 821.28%5.77%10.11%Q4 2020Q2 202310
HSBC HOLDINGS PLC 10100.00%0.00%0.00%Q1 2020Q2 202210
MATHER GROUP, LLC. 910.01%0.01%0.02%Q4 2019Q3 202310
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q3 2020Q4 202210
GPS Wealth Strategies Group, LLC 730.02%0.02%0.03%Q1 2021Q3 202310
Wealthfront Advisers LLC 10100.02%0.04%0.05%Q2 2021Q3 202310
Larson Financial Group LLC 10100.00%0.01%0.07%Q2 2021Q3 202310
Hilton Capital Management, LLC 10100.06%0.07%0.08%Q3 2017Q4 201910
B. Riley Wealth Management, Inc. 10100.00%0.60%0.90%Q1 2020Q2 202210
V Wealth Advisors LLC 640.04%0.06%0.17%Q4 2020Q3 202310
Beacon Pointe Advisors, LLC 910.01%0.06%0.43%Q3 2019Q3 202310
Rehmann Capital Advisory Group 710.00%0.11%0.47%Q3 2011Q3 201910
FOCUS Wealth Advisors, LLC 10104.32%8.44%10.80%Q4 2020Q1 202310
MISSION WEALTH MANAGEMENT, LP 10100.01%0.01%0.02%Q2 2021Q3 202310
Mariner, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Sequent Asset Management, LLC 990.30%0.63%0.91%Q4 2020Q4 20229
StoneX Group Inc. 990.05%0.09%0.14%Q4 2019Q4 20219
Pinnacle Summer Investments, Inc. 810.00%0.00%0.01%Q2 2013Q3 20159
B&D White Capital Company, LLC 990.33%0.59%0.76%Q3 2021Q3 20239
ARGI Investment Services, LLC 720.01%0.01%0.01%Q3 2020Q4 20229
Plante Moran Financial Advisors, LLC 710.00%0.01%0.02%Q1 2018Q3 20239
BerganKDV Wealth Management, LLC 990.00%0.00%0.00%Q3 2018Q3 20209
JB Capital LLC 990.02%0.06%0.18%Q3 2021Q3 20239
TBH Global Asset Management, LLC 810.06%0.16%0.26%Q1 2020Q2 20239
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 810.00%0.01%0.04%Q3 2018Q3 20219
CWM, LLC 810.00%0.00%0.01%Q3 2018Q3 20239
Cardan Capital Partners, LLC 630.48%1.53%3.33%Q1 2018Q3 20219
Townsend & Associates, Inc 990.06%1.37%1.90%Q1 2018Q1 20209
Risk Paradigm Group, LLC 880.85%1.27%1.59%Q2 2016Q1 20188
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 880.08%0.20%0.30%Q4 2021Q3 20238
1834 INVESTMENT ADVISORS CO 880.00%0.00%0.01%Q4 2018Q3 20208
Solstein Capital, LLC 880.25%0.58%1.22%Q3 2020Q2 20228
MSI Financial Services Inc 880.01%0.02%0.05%Q1 2015Q4 20168
HUNTINGTON NATIONAL BANK 880.00%0.00%0.00%Q4 2021Q3 20238
SILVERCREST ASSET MANAGEMENT GROUP LLC 620.00%0.00%0.00%Q4 2020Q3 20238
SIMPLEX TRADING, LLC 620.00%0.00%0.00%Q2 2021Q3 20238
Grandview Asset Management LLC 610.02%0.14%0.18%Q1 2021Q3 20238
Laurel Wealth Advisors LLC 710.00%0.00%0.01%Q4 2018Q3 20238
SG Americas Securities, LLC 710.00%0.01%0.04%Q1 2014Q3 20168
Private Portfolio Partners LLC 530.06%0.06%0.07%Q3 2021Q3 20238
Sonora Investment Management, LLC 880.00%0.00%0.00%Q4 2019Q3 20218
AXXCESS WEALTH MANAGEMENT, LLC 880.06%0.14%0.18%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.05%0.07%0.08%Q4 2021Q3 20238
VERUS CAPITAL PARTNERS, LLC 770.06%0.07%0.12%Q1 2022Q3 20237
Peregrine Asset Advisers, Inc. 410.28%1.11%3.11%Q1 2015Q2 20197
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
First Allied Advisory Services, Inc. 210.01%0.05%0.14%Q4 2013Q3 20207
Winthrop Partners - WNY, LLC 770.05%0.06%0.06%Q1 2018Q3 20197
FundX Investment Group, LLC 770.16%11.22%76.61%Q2 2020Q4 20217
Round Rock Advisors, LLC 770.12%0.14%0.17%Q1 2022Q3 20237
MAI Capital Management 430.01%0.01%0.01%Q3 2021Q3 20237
SOA Wealth Advisors, LLC. 770.04%0.06%0.06%Q1 2022Q3 20237
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 610.25%0.47%1.34%Q4 2020Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.65%1.86%Q1 2022Q3 20237
AVANTAX ADVISORY SERVICES, INC. 610.00%0.06%0.20%Q1 2021Q2 20237
Navis Wealth Advisors, LLC 771.31%1.51%1.71%Q4 2020Q2 20227
Mosaic Family Wealth, LLC 770.01%0.01%0.01%Q3 2017Q1 20197
Atria Wealth Solutions, Inc. 770.24%0.26%0.30%Q1 2022Q3 20237
Ameritas Advisory Services, LLC 610.02%0.02%0.02%Q4 2021Q3 20237
SeaCrest Wealth Management, LLC 610.01%0.01%0.01%Q4 2017Q2 20227
One Capital Management, LLC 770.02%0.04%0.09%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.04%0.05%0.05%Q4 2021Q3 20237
Lake Point Wealth Management 520.00%0.00%0.01%Q4 2019Q2 20227
SJS Investment Consulting Inc. 520.02%0.02%0.02%Q4 2021Q3 20237
Ullmann Wealth Partners Group, LLC 770.15%3.35%4.79%Q1 2022Q3 20237
Arkadios Wealth Advisors 770.00%0.01%0.02%Q1 2020Q3 20217
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 771.20%2.58%3.39%Q1 2017Q3 20187
FIRST UNITED BANK & TRUST 770.11%0.29%0.51%Q1 2022Q3 20237
SouthState Corp 660.00%0.01%0.01%Q1 2022Q2 20236
Sandy Spring Bank 660.00%0.00%0.01%Q4 2016Q1 20186
Robertson Stephens Wealth Management, LLC 660.04%0.05%0.06%Q2 2021Q3 20226
Integrated Wealth Concepts LLC 660.03%0.04%0.04%Q2 2022Q3 20236
Global Wealth Management Investment Advisory, Inc. 420.00%0.00%0.01%Q3 2021Q3 20236
Focused Wealth Management, Inc 660.01%1.42%5.05%Q2 2022Q3 20236
Forum Financial Management, LP 660.01%0.02%0.02%Q4 2021Q1 20236
Atria Investments, Inc 510.01%0.02%0.03%Q2 2018Q4 20196
McCutchen Group LLC 660.08%0.09%0.10%Q1 2019Q2 20206
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
Capital Directions Investment Advisors, LLC 420.01%0.01%0.02%Q2 2021Q4 20226
Apexium Financial, LP 660.04%0.11%0.21%Q2 2022Q3 20236
Csenge Advisory Group 660.05%0.08%0.11%Q1 2021Q2 20226
American Financial Network Advisory Services LLC 660.24%0.36%0.59%Q3 2017Q4 20186
Perigon Wealth Management, LLC 310.00%0.06%0.17%Q2 2017Q4 20206
Horrell Capital Management, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Pacifica Partners Inc. 660.01%0.01%0.01%Q3 2022Q4 20236
Cerity Partners LLC 660.00%0.16%0.98%Q2 2022Q3 20236
Ameritas Investment Company, LLC 330.01%0.02%0.04%Q3 2019Q3 20216
Cutler Group LLC / CA 330.00%0.00%0.00%Q1 2023Q3 20235
Landmark Wealth Management, LLC 310.05%0.19%0.29%Q1 2022Q3 20235
DEUTSCHE BANK AG\ 550.00%0.00%0.00%Q4 2013Q4 20145
Willingdon Wealth Management 550.00%0.08%0.40%Q1 2019Q1 20205
jvl associates llc 550.42%2.65%3.37%Q3 2022Q3 20235
Rise Advisors, LLC 550.00%0.00%0.01%Q1 2022Q1 20235
Intrua Financial, LLC 550.04%0.05%0.05%Q1 2021Q1 20225
Wealthstar Advisors, LLC 210.08%1.00%3.06%Q2 2018Q2 20225
TWO SIGMA ADVISERS, LP 320.00%0.00%0.01%Q2 2022Q3 20235
Jackson Hole Capital Partners, LLC 550.07%0.08%0.09%Q3 2022Q3 20235
Spire Wealth Management 550.02%0.10%0.14%Q1 2021Q1 20225
Blue Zone Wealth Advisors, LLC 550.98%1.12%1.24%Q3 2022Q3 20235
Advisory Alpha, LLC 310.02%0.03%0.05%Q1 2019Q3 20205
VICUS CAPITAL 550.05%0.15%0.28%Q2 2014Q2 20155
TRUE Private Wealth Advisors 320.00%0.05%0.10%Q3 2020Q3 20235
Colonial Trust Co / SC 550.01%0.02%0.02%Q3 2022Q3 20235
Personal Capital Advisors Corp 550.00%0.00%0.01%Q1 2019Q1 20205
TWO SIGMA INVESTMENTS, LP 320.00%0.00%0.01%Q2 2022Q3 20235
MERITAGE PORTFOLIO MANAGEMENT 410.02%0.02%0.02%Q2 2018Q3 20215
1832 Asset Management L.P. 550.00%0.00%0.00%Q4 2015Q4 20165
Lloyd Advisory Services, LLC. 550.00%0.30%1.51%Q4 2020Q4 20215
David Kennon Inc 556.09%6.47%6.76%Q3 2022Q3 20235
Kelman-Lazarov, Inc. 410.04%0.05%0.07%Q1 2016Q4 20215
Bouchey Financial Group Ltd 550.03%0.03%0.03%Q3 2022Q3 20235
Cassady Schiller Wealth Management, LLC 410.01%0.01%0.01%Q4 2021Q3 20235
HOWE & RUSLING INC 440.00%0.00%0.00%Q4 2021Q3 20224
CoreCap Advisors, LLC 310.01%0.02%0.02%Q4 2021Q4 20224
SILVER OAK SECURITIES, INCORPORATED 110.11%0.15%0.25%Q1 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.03%0.04%0.04%Q4 2018Q3 20234
Accredited Investors Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
IHT Wealth Management, LLC 440.03%0.03%0.04%Q1 2019Q4 20194
Pinnacle Bancorp, Inc. 440.01%0.01%0.01%Q1 2020Q4 20204
TSFG, LLC 440.02%0.03%0.03%Q1 2019Q4 20194
Harvest Investment Advisors, LLC 443.87%4.29%4.56%Q4 2022Q3 20234
Stuart Chaussee & Associates, Inc. 310.01%0.20%0.28%Q3 2020Q3 20234
SteelPeak Wealth, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Freedman Financial Associates, Inc. 440.08%0.08%0.08%Q2 2021Q1 20224
ARKANSAS FINANCIAL GROUP, INC. 440.16%0.24%0.27%Q4 2022Q3 20234
CHILTON CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q4 2021Q2 20234
Gradient Investments LLC 210.00%0.00%0.00%Q1 2019Q2 20214
DEFINED WEALTH MANAGEMENT, LLC 440.91%1.01%1.07%Q4 2022Q3 20234
PACIFIC CAPITAL WEALTH ADVISORS, INC 440.35%0.69%0.86%Q4 2022Q3 20234
Transamerica Financial Advisors, Inc. 440.00%0.00%0.01%Q1 2015Q4 20154
Beaumont Financial Advisors, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
MONETA GROUP INVESTMENT ADVISORS LLC 440.01%0.02%0.02%Q4 2022Q3 20234
GHP Investment Advisors, Inc. 440.01%0.02%0.06%Q4 2022Q3 20234
Concert Wealth Management Inc. 440.03%0.15%0.29%Q2 2015Q1 20164
Strategies Wealth Advisors, LLC 440.12%0.12%0.13%Q4 2022Q3 20234
KM Capital Management Ltd. 442.58%3.59%4.81%Q4 2022Q3 20234
LAKE STREET PRIVATE WEALTH, LLC 220.04%0.05%0.08%Q4 2021Q3 20234
Ruedi Wealth Management, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
Berman Capital Advisors, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Wilmington Trust, National Association 440.01%0.01%0.01%Q3 2013Q2 20144
First Horizon Advisors, Inc. 310.00%0.00%0.00%Q2 2022Q2 20234
TCP Asset Management, LLC 441.22%2.12%3.02%Q4 2022Q3 20234
U.S. Capital Wealth Advisors, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
BAILARD, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
Freed Investment Group 4433.28%34.72%37.24%Q4 2020Q3 20214
Orion Portfolio Solutions, LLC 310.00%0.01%0.01%Q3 2022Q3 20234
Slow Capital, Inc. 310.26%0.30%0.36%Q4 2019Q1 20214
Simplicity Solutions, LLC 110.01%0.18%0.48%Q4 2020Q3 20233
CreativeOne Wealth, LLC 210.02%0.02%0.03%Q1 2021Q3 20223
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Strategic Financial Concepts, LLC 330.10%0.11%0.12%Q1 2023Q3 20233
MEITAV INVESTMENT HOUSE LTD 330.22%0.23%0.24%Q1 2022Q3 20223
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 330.01%0.01%0.01%Q1 2023Q3 20233
Trexquant Investment LP 210.02%0.06%0.11%Q1 2020Q4 20213
Oakworth Capital, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
IRONWOOD WEALTH MANAGEMENT, INC. 330.01%0.01%0.01%Q4 2020Q2 20213
Poehling Capital Management, INC. 330.00%0.00%0.00%Q4 2017Q2 20183
Pinnacle Private Wealth, LLC 330.17%0.17%0.19%Q4 2021Q2 20223
Antonetti Capital Management LLC 210.33%0.34%0.36%Q2 2010Q4 20213
Delta Financial Group, Inc. 210.10%0.10%0.11%Q4 2022Q3 20233
GeoWealth Management, LLC 330.59%1.20%2.12%Q3 2021Q1 20223
MCF Advisors LLC 110.00%0.01%0.02%Q3 2013Q3 20233
MAYPORT, LLC 210.12%0.13%0.16%Q1 2022Q3 20233
Virtu KCG Holdings LLC 110.01%0.03%0.05%Q3 2013Q3 20153
Almanack Investment Partners, LLC. 330.03%0.05%0.08%Q3 2021Q1 20223
Financial Advocates Investment Management 330.02%0.02%0.02%Q1 2023Q3 20233
KESTRA PRIVATE WEALTH SERVICES, LLC 330.01%0.04%0.05%Q1 2023Q3 20233
Fiduciary Planning LLC 330.23%0.24%0.25%Q3 2020Q1 20213
Brookstone Capital Management 330.00%0.02%0.04%Q2 2021Q4 20213
Verity Asset Management, Inc. 210.18%0.19%0.20%Q1 2021Q3 20233
Index Fund Advisors, Inc. 330.04%0.05%0.08%Q4 2021Q2 20223
Baker Avenue Asset Management, LP 330.01%0.01%0.01%Q1 2023Q3 20233
Financial Freedom, LLC 210.00%0.01%0.02%Q4 2022Q3 20233
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2017Q4 20183
BUCKINGHAM STRATEGIC WEALTH, LLC 210.00%0.00%0.00%Q2 2022Q3 20233
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2022Q1 20233
OLD MISSION CAPITAL LLC 330.24%0.60%1.28%Q2 2021Q4 20213
Allegis Investment Advisors, LLC 210.28%0.29%0.32%Q4 2016Q3 20173
BB&T SECURITIES, LLC 210.00%0.00%0.00%Q3 2018Q3 20193
Prime Capital Investment Advisors, LLC 210.00%0.01%0.02%Q4 2019Q3 20233
EDMOND DE ROTHSCHILD HOLDING S.A. 330.00%0.00%0.00%Q4 2016Q2 20173
Baystate Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BRIGHTON JONES LLC 210.01%0.01%0.02%Q4 2022Q3 20233
Geier Asset Management, Inc. 330.18%0.23%0.25%Q4 2020Q2 20213
Equitable Holdings, Inc. 210.00%0.01%0.01%Q2 2022Q3 20233
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
OneDigital Investment Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Activest Wealth Management 110.00%0.15%0.31%Q4 2022Q3 20232
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2017Q2 20232
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2018Q3 20192
Fortis Capital Management LLC 220.31%0.31%0.31%Q2 2022Q3 20222
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2015Q3 20232
BAKER TILLY WEALTH MANAGEMENT, LLC 220.05%0.06%0.06%Q1 2023Q2 20232
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.01%0.01%0.01%Q4 2021Q1 20222
Gateway Wealth Partners, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Ausdal Financial Partners, Inc. 110.01%0.07%0.14%Q4 2015Q4 20202
JOYN Advisors, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
BRANDYWINE OAK PRIVATE WEALTH LLC 220.06%0.06%0.06%Q3 2019Q4 20192
Financial Services Advisory Inc 220.41%0.55%0.69%Q2 2023Q3 20232
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Concord Wealth Partners 220.00%0.00%0.00%Q2 2023Q3 20232
Aptus Capital Advisors, LLC 110.02%0.10%0.18%Q1 2022Q3 20232
Corient Private Wealth LLC 220.00%0.00%0.00%Q2 2023Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.02%0.03%0.03%Q4 2020Q1 20212
Anchor Investment Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q2 2023Q3 20232
ERTS Wealth Advisors, LLC 220.04%0.06%0.08%Q4 2018Q1 20192
TCG Advisory Services, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Tradewinds Capital Management, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
HBW ADVISORY SERVICES LLC 110.13%1.09%2.05%Q1 2021Q4 20212
Newbridge Financial Services Group, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
CALIBER WEALTH MANAGEMENT, LLC 220.31%0.36%0.41%Q4 2020Q1 20212
CITIGROUP INC 220.00%0.00%0.00%Q1 2022Q2 20222
ELM ADVISORS, LLC 110.08%0.09%0.10%Q3 2018Q4 20202
Syntegra Private Wealth Group, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
First Command Bank 220.00%0.00%0.00%Q4 2022Q1 20232
Aaron Wealth Advisors LLC 220.10%0.12%0.14%Q2 2022Q3 20222
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CAMBRIDGE TRUST CO 220.01%0.01%0.01%Q1 2023Q2 20232
Partnervest Advisory Services LLC 220.03%0.04%0.05%Q4 2013Q1 20142
CHURCHILL MANAGEMENT Corp 220.07%0.07%0.07%Q3 2021Q4 20212
CABANA LLC 220.44%0.44%0.45%Q2 2018Q3 20182
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
HM PAYSON & CO 220.00%0.00%0.00%Q1 2021Q2 20212
M&T BANK CORP 220.00%0.00%0.00%Q3 2014Q4 20142
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
Carmichael Hill & Associates, Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
First Command Financial Services, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
FLOW TRADERS U.S. LLC 110.08%0.12%0.15%Q3 2021Q3 20232
Geneva Partners, LLC 220.10%0.10%0.10%Q3 2021Q4 20212
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Jackson Wealth Management, LLC 220.53%1.16%1.79%Q1 2023Q2 20232
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q2 2016Q4 20222
Claro Advisors LLC 220.07%0.07%0.07%Q4 2021Q1 20222
Addison Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Cape Investment Advisory, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
NIEMANN CAPITAL MANAGEMENT INC 110.26%0.26%0.26%Q2 2020Q2 20201
Round Table Services, LLC 110.20%0.20%0.20%Q2 2020Q2 20201
Belpointe Asset Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Foundations Investment Advisors, LLC 110.45%0.45%0.45%Q3 2018Q3 20181
Covenant Multifamily Offices, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
FineMark National Bank & Trust 110.03%0.03%0.03%Q2 2013Q2 20131
Procyon Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Clearstead Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Summit X, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Sciencast Management LP 110.16%0.16%0.16%Q2 2017Q2 20171
Independent Advisor Alliance 110.03%0.03%0.03%Q4 2019Q4 20191
AlphaCore Capital LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Adams Wealth Management 111.54%1.54%1.54%Q4 2019Q4 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Harvest Fund Management Co., Ltd 110.08%0.08%0.08%Q1 2022Q1 20221
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
American Trust 110.02%0.02%0.02%Q1 2023Q1 20231
TWO SIGMA SECURITIES, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SII INVESTMENTS INC/WI 110.02%0.02%0.02%Q3 2017Q3 20171
Questar Asset Management, Inc. 111.25%1.25%1.25%Q4 2018Q4 20181
Virtu Financial LLC 110.01%0.01%0.01%Q3 2017Q3 20171
TOMPKINS FINANCIAL CORP 110.02%0.02%0.02%Q4 2017Q4 20171
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Atlas Private Wealth Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
PSI Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
Fulcrum Equity Management 110.10%0.10%0.10%Q2 2020Q2 20201
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.01%0.01%0.01%Q2 2023Q2 20231
FINANCIAL CONSULATE, INC 111.66%1.66%1.66%Q4 2022Q4 20221
Belvedere Trading LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q1 2022Q1 20221
Eagle Bay Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
20/20 Capital Management, Inc. 110.05%0.05%0.05%Q2 2021Q2 20211
Ethos Financial Group, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q1 2014Q1 20141
DFPG INVESTMENTS, LLC 110.23%0.23%0.23%Q1 2019Q1 20191
FMA ADVISORY INC 110.00%0.00%0.00%Q2 2015Q2 20151
Selective Wealth Management, Inc. 110.11%0.11%0.11%Q4 2022Q4 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Safeguard Financial, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Evanson Asset Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Kozak & Associates, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Rollins Financial 110.08%0.08%0.08%Q2 2022Q2 20221
Redhawk Wealth Advisors, Inc. 111.50%1.50%1.50%Q2 2021Q2 20211
HRT FINANCIAL LP 110.02%0.02%0.02%Q4 2019Q4 20191
McCarthy Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
VitalStone Financial, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Prostatis Group LLC 110.44%0.44%0.44%Q4 2019Q4 20191
EP Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
HALBERT HARGROVE GLOBAL ADVISORS, LLC 110.11%0.11%0.11%Q3 2015Q3 20151
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Future Financial Wealth Managment LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Clarus Wealth Advisors 110.06%0.06%0.06%Q2 2018Q2 20181
Y-Intercept (Hong Kong) Ltd 110.05%0.05%0.05%Q2 2021Q2 20211
GUARDIAN WEALTH ADVISORS, LLC / NC 111.10%1.10%1.10%Q3 2023Q3 20231
Verdence Capital Advisors LLC 110.06%0.06%0.06%Q3 2022Q3 20221
LJI Wealth Management, LLC 114.76%4.76%4.76%Q4 2022Q4 20221
Permanens Capital L.P. 110.01%0.01%0.01%Q4 2020Q4 20201
GUNN & Co INVESTMENT MANAGEMENT, INC. 110.75%0.75%0.75%Q3 2023Q3 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Global Wealth Strategies & Associates 110.06%0.06%0.06%Q4 2023Q4 20231
Retireful, LLC 110.27%0.27%0.27%Q1 2023Q1 20231
WADE G W & INC 110.36%0.36%0.36%Q1 2015Q1 20151
KAYS FINANCIAL ADVISORY CORP /ADV 110.12%0.12%0.12%Q1 2017Q1 20171
Annex Advisory Services, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
55I, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
DAVENPORT & Co LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Commonwealth Financial Services, LLC 112.20%2.20%2.20%Q3 2023Q3 20231
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Magnus Financial Group LLC 110.03%0.03%0.03%Q3 2020Q3 20201
WEST PACES ADVISORS INC. 110.01%0.01%0.01%Q4 2021Q4 20211
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2019Q1 20191
Private Ocean, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WASHINGTON TRUST Co 110.00%0.00%0.00%Q1 2020Q1 20201
Moors & Cabot, Inc. 110.04%0.04%0.04%Q4 2015Q4 20151
Evensky & Katz LLC 110.03%0.03%0.03%Q4 2022Q4 20221
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
ITS Asset Management, L.P. 115.63%5.63%5.63%Q3 2016Q3 20161
Clarity Financial LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Provident Wealth Management, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Stadion Money Management, LLC 110.50%0.50%0.50%Q3 2016Q3 20161
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Chessman Wealth Strategies RIA 110.00%0.00%0.00%Q3 2018Q3 20181
Ascent Wealth Partners, LLC 110.11%0.11%0.11%Q4 2018Q4 20181
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q4 2020Q4 20201
Heritage Financial Services, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
McQueen, Ball & Associates Inc. 110.14%0.14%0.14%Q1 2017Q1 20171
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q4 2021Q4 20211
GIRARD SECURITIES, INC. 110.30%0.30%0.30%Q4 2015Q4 20151
INSIGNEO ADVISORY SERVICES, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
Blue Sky Asset Management, LLC 111.64%1.64%1.64%Q4 2019Q4 20191
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
TD Capital Management LLC 110.01%0.01%0.01%Q3 2019Q3 20191
External links

This page lists all the filers that currently own FIDELITY COMWLTH TR or have owned FIDELITY COMWLTH TR in the past.