Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 20 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 44 |
ROYAL BANK OF CANADA | 36 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
BANK OF AMERICA CORP /DE/ | 37 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
MORGAN STANLEY | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
WELLS FARGO & COMPANY/MN | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 8 | 0.02% | 0.18% | 1.20% | Q4 2014 | Q3 2023 | 35 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 1 | 0.00% | 0.05% | 0.19% | Q3 2014 | Q3 2023 | 35 |
LPL Financial LLC | 24 | 11 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 35 |
UBS Group AG | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Sigma Planning Corp | 35 | 35 | 0.03% | 0.10% | 0.41% | Q1 2015 | Q3 2023 | 35 |
LYNCH & ASSOCIATES/IN | 35 | 35 | 0.11% | 0.20% | 0.30% | Q2 2015 | Q4 2023 | 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 34 |
Cambridge Investment Research Advisors, Inc. | 33 | 1 | 0.02% | 0.03% | 0.08% | Q3 2014 | Q3 2023 | 34 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 33 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.18% | Q4 2015 | Q3 2023 | 31 |
Beaumont Financial Partners, LLC | 17 | 13 | 0.05% | 1.75% | 4.09% | Q3 2014 | Q1 2022 | 30 |
Creative Planning | 18 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 30 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 29 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.00% | 0.15% | 0.43% | Q4 2016 | Q3 2023 | 28 |
Lido Advisors, LLC | 28 | 28 | 0.14% | 0.79% | 1.26% | Q4 2016 | Q3 2023 | 28 |
Geneos Wealth Management Inc. | 26 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 27 |
LINCOLN NATIONAL CORP | 27 | 27 | 0.01% | 0.05% | 0.24% | Q1 2017 | Q3 2023 | 27 |
FMR LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
WHALEROCK POINT PARTNERS, LLC | 26 | 26 | 0.10% | 0.18% | 0.29% | Q2 2017 | Q3 2023 | 26 |
JPMORGAN CHASE & CO | 18 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 26 |
Exchange Capital Management, Inc. | 25 | 25 | 0.34% | 0.53% | 0.62% | Q3 2017 | Q3 2023 | 25 |
Smith, Salley & Associates | 24 | 24 | 0.09% | 0.11% | 0.17% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
SPINNAKER TRUST | 23 | 23 | 0.30% | 0.91% | 2.63% | Q4 2014 | Q2 2020 | 23 |
CITIGROUP INC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 23 |
HighTower Advisors, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
GOLDMAN SACHS GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 23 |
VICUS CAPITAL | 12 | 1 | 0.17% | 0.74% | 1.36% | Q4 2014 | Q3 2021 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 22 | 0.02% | 0.26% | 1.10% | Q3 2014 | Q4 2019 | 22 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.03% | 0.11% | Q1 2015 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 19 | 1 | 0.00% | 0.03% | 0.11% | Q1 2017 | Q3 2023 | 20 |
Snowden Capital Advisors LLC | 10 | 2 | 0.01% | 0.04% | 0.11% | Q3 2017 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.05% | 0.20% | 0.31% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
FMA ADVISORY INC | 19 | 1 | 0.32% | 0.96% | 1.68% | Q2 2015 | Q3 2021 | 20 |
Janney Montgomery Scott LLC | 18 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 20 |
BECK CAPITAL MANAGEMENT, LLC | 9 | 2 | 0.08% | 0.58% | 1.14% | Q2 2015 | Q4 2021 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
SIGNATUREFD, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
AGF Investments LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 18 |
Raymond James Financial Services Advisors, Inc. | 14 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.01% | 0.02% | 0.13% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 18 |
Winslow, Evans & Crocker, Inc. | 13 | 5 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2020 | 18 |
Investors Research Corp | 17 | 17 | 0.00% | 0.05% | 0.13% | Q3 2019 | Q3 2023 | 17 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Plante Moran Financial Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
RAYMOND JAMES & ASSOCIATES | 13 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
RAND WEALTH, LLC | 16 | 16 | 0.12% | 0.17% | 0.26% | Q4 2014 | Q3 2018 | 16 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2022 | 16 |
Element Wealth, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Maltin Wealth Management, Inc. | 16 | 16 | 1.20% | 1.49% | 1.91% | Q4 2019 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q4 2019 | 15 |
Patriot Financial Group Insurance Agency, LLC | 14 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q2 2022 | 15 |
55I, LLC | 15 | 15 | 0.09% | 0.54% | 1.90% | Q1 2019 | Q3 2022 | 15 |
Soltis Investment Advisors LLC | 14 | 1 | 0.05% | 0.23% | 0.99% | Q4 2019 | Q3 2023 | 15 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
Stonebridge Financial Planning Group, LLC | 9 | 6 | 0.06% | 0.21% | 0.76% | Q4 2019 | Q3 2023 | 15 |
DFPG INVESTMENTS, LLC | 15 | 15 | 0.04% | 0.19% | 0.32% | Q2 2019 | Q4 2022 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2018 | 15 |
Commonwealth Equity Services, Inc | 15 | 15 | 0.01% | 0.04% | 0.07% | Q1 2014 | Q3 2017 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.05% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Crumly & Associates Inc. | 15 | 15 | 0.10% | 1.06% | 4.62% | Q1 2020 | Q3 2023 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.01% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Mutual Advisors, LLC | 7 | 1 | 0.03% | 0.06% | 0.16% | Q4 2017 | Q4 2021 | 14 |
RPg Family Wealth Advisory, LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2019 | 14 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 14 | 14 | 1.11% | 1.51% | 1.70% | Q3 2014 | Q4 2017 | 14 |
ATLAS CAPITAL ADVISORS LLC | 14 | 14 | 0.23% | 0.62% | 1.21% | Q2 2020 | Q3 2023 | 14 |
Fisher Asset Management, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Canton Hathaway, LLC | 14 | 14 | 0.09% | 0.23% | 0.37% | Q3 2018 | Q4 2021 | 14 |
PROFFITT & GOODSON INC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Global Trust Asset Management, LLC | 13 | 13 | 0.01% | 0.22% | 0.51% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.07% | 0.19% | Q3 2020 | Q3 2023 | 13 |
TBH Global Asset Management, LLC | 13 | 13 | 0.23% | 0.75% | 1.08% | Q4 2019 | Q4 2022 | 13 |
Sandy Spring Bank | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.08% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Clearstead Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Newfound Research LLC | 7 | 2 | 0.02% | 1.60% | 3.22% | Q1 2017 | Q3 2020 | 13 |
Capital Investment Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
KINGS POINT CAPITAL MANAGEMENT | 10 | 3 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q1 2022 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 13 |
Shamrock Asset Management LLC | 8 | 2 | 0.00% | 0.34% | 1.00% | Q2 2014 | Q3 2019 | 13 |
Global Retirement Partners, LLC | 11 | 2 | 0.00% | 0.15% | 0.32% | Q1 2017 | Q2 2023 | 13 |
Parallel Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Mariner, LLC | 9 | 1 | 0.01% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q1 2021 | 12 |
NewEdge Advisors, LLC | 8 | 4 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Colonial Trust Advisors | 6 | 2 | 0.01% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 12 |
Equitable Holdings, Inc. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2022 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
TRUIST FINANCIAL CORP | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 12 |
CENTAURUS FINANCIAL, INC. | 11 | 1 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 12 |
NorthCoast Asset Management LLC | 11 | 1 | 0.02% | 0.17% | 0.32% | Q3 2018 | Q3 2021 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 4 | 0.03% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 12 |
PRUDENTIAL FINANCIAL INC | 12 | 12 | 0.00% | 0.02% | 0.23% | Q4 2020 | Q3 2023 | 12 |
HOEY INVESTMENTS, INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.04% | 0.08% | 0.23% | Q1 2019 | Q2 2022 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 12 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q2 2021 | 12 |
MONUMENTAL FINANCIAL GROUP INC. | 11 | 11 | 0.61% | 5.03% | 7.24% | Q1 2021 | Q3 2023 | 11 |
Arkadios Wealth Advisors | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 11 |
HALL CAPITAL MANAGEMENT CO INC | 10 | 1 | 0.16% | 0.33% | 0.53% | Q4 2020 | Q3 2023 | 11 |
BlackRock Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 11 |
NORTHERN TRUST CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 11 |
FormulaFolio Investments, LLC | 3 | 1 | 0.09% | 0.62% | 1.20% | Q2 2015 | Q2 2021 | 11 |
Integrated Advisors Network LLC | 11 | 11 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q2 2022 | 11 |
Krilogy Financial LLC | 9 | 1 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q3 2018 | 11 |
WFG Advisors, LP | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2017 | 11 |
Birchcreek Wealth Management, LLC | 11 | 11 | 0.19% | 0.80% | 1.27% | Q1 2021 | Q3 2023 | 11 |
Farmers & Merchants Trust Co of Chambersburg PA | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Pensionmark Financial Group, LLC | 11 | 11 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q3 2023 | 11 |
AdvisorNet Financial, Inc | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 11 |
Stratos Wealth Partners, LTD. | 8 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 11 |
BANK OF MONTREAL /CAN/ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 11 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Cribstone Capital Management, LLC | 11 | 11 | 0.77% | 1.33% | 1.95% | Q2 2020 | Q4 2022 | 11 |
Hilton Capital Management, LLC | 4 | 2 | 0.03% | 0.64% | 2.77% | Q2 2020 | Q3 2023 | 11 |
NWAM LLC | 7 | 3 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 10 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q2 2014 | Q4 2017 | 10 |
Brookstone Capital Management | 10 | 10 | 0.05% | 0.15% | 0.74% | Q2 2021 | Q3 2023 | 10 |
River Wealth Advisors LLC | 4 | 1 | 0.02% | 0.04% | 0.04% | Q2 2018 | Q2 2023 | 10 |
Demars Financial Group, LLC | 10 | 10 | 0.12% | 1.43% | 1.90% | Q4 2019 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Traynor Capital Management, Inc. | 5 | 1 | 0.03% | 0.06% | 0.12% | Q4 2017 | Q1 2022 | 10 |
SUNTRUST BANKS INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Ameritas Investment Company, LLC | 8 | 2 | 0.06% | 0.16% | 0.26% | Q1 2019 | Q3 2021 | 10 |
NEXT Financial Group, Inc | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Argentus Capital Management, LLC | 9 | 9 | 0.11% | 0.24% | 0.47% | Q3 2014 | Q3 2016 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 9 |
AE Wealth Management LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
MSI Financial Services Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2016 | 9 |
PFG Advisors | 5 | 4 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 9 |
Rockefeller Capital Management L.P. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 9 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 8 | 8 | 0.01% | 0.16% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Prostatis Group LLC | 6 | 1 | 0.02% | 0.47% | 0.81% | Q4 2019 | Q2 2023 | 8 |
Castleview Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Sheaff Brock Investment Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q1 2023 | 8 |
Lifeworks Advisors, LLC | 8 | 8 | 0.45% | 0.52% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.07% | 0.55% | Q3 2018 | Q1 2021 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
US BANCORP \DE\ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
Baystate Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2022 | 8 |
EPG Wealth Management LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 8 |
SOUTHERN CAPITAL ADVISORS, LLC | 8 | 8 | 0.18% | 0.41% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Sunbelt Securities, Inc. | 5 | 3 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 8 |
Charles Schwab Investment Advisory, Inc. | 8 | 8 | 0.17% | 0.24% | 0.26% | Q1 2018 | Q4 2019 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.05% | 0.07% | 0.15% | Q4 2021 | Q3 2023 | 8 |
CAPTRUST FINANCIAL ADVISORS | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Addison Advisors LLC | 7 | 1 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 8 |
Risk Paradigm Group, LLC | 8 | 8 | 0.46% | 0.81% | 1.59% | Q2 2016 | Q1 2018 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 2 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q3 2021 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
BDO Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Trail Ridge Investment Advisors, LLC | 7 | 7 | 0.15% | 0.18% | 0.20% | Q4 2021 | Q2 2023 | 7 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
PENOBSCOT WEALTH MANAGEMENT | 7 | 7 | 1.17% | 1.26% | 1.34% | Q1 2022 | Q3 2023 | 7 |
Financial Partners Group, Inc | 4 | 3 | 0.05% | 0.39% | 0.95% | Q1 2018 | Q1 2022 | 7 |
Bedel Financial Consulting, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.03% | 0.11% | 0.55% | Q2 2019 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
FDx Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Gradient Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
SRS Capital Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Thrive Capital Management, LLC | 6 | 1 | 0.14% | 0.21% | 0.28% | Q4 2020 | Q3 2022 | 7 |
KCM INVESTMENT ADVISORS LLC | 6 | 1 | 0.02% | 0.14% | 0.21% | Q4 2021 | Q3 2023 | 7 |
Sequent Asset Management, LLC | 6 | 6 | 0.25% | 0.25% | 0.26% | Q4 2020 | Q1 2022 | 6 |
Fernwood Investment Management, LLC | 5 | 1 | 0.07% | 0.08% | 0.11% | Q3 2018 | Q1 2022 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Pacific Center for Financial Services | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q1 2018 | 6 |
Connectus Wealth, LLC | 3 | 3 | 0.02% | 0.12% | 0.27% | Q1 2022 | Q3 2023 | 6 |
First Allied Advisory Services, Inc. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2019 | 6 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 6 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 6 | 6 | 0.14% | 0.16% | 0.17% | Q3 2020 | Q4 2021 | 6 |
Black Swift Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q1 2021 | 6 |
AMERIPRISE FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 6 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Summit Place Financial Advisors, LLC | 6 | 6 | 0.24% | 0.32% | 0.46% | Q3 2020 | Q4 2021 | 6 |
Karp Capital Management Corp | 6 | 6 | 1.20% | 1.42% | 1.55% | Q4 2018 | Q1 2020 | 6 |
SHEETS SMITH WEALTH MANAGEMENT | 6 | 6 | 0.15% | 0.48% | 0.56% | Q4 2020 | Q1 2022 | 6 |
Psagot Value Holdings Ltd. | 6 | 6 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q2 2018 | 6 |
Capital Asset Advisory Services LLC | 6 | 6 | 0.01% | 0.07% | 0.14% | Q2 2020 | Q3 2021 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 6 |
STEPHENS INC /AR/ | 6 | 6 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q4 2021 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Giralda Advisors, LLC | 6 | 6 | 0.30% | 0.67% | 0.82% | Q1 2015 | Q2 2016 | 6 |
SouthState Corp | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Concert Wealth Management Inc. | 4 | 1 | 0.00% | 0.11% | 0.22% | Q1 2015 | Q3 2016 | 5 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.16% | 0.24% | Q4 2020 | Q4 2022 | 5 |
City State Bank | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.04% | 0.09% | Q3 2020 | Q1 2022 | 5 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 | 5 | 3.68% | 4.18% | 4.72% | Q2 2018 | Q2 2019 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Foster Victor Wealth Advisors, LLC | 5 | 5 | 0.22% | 0.31% | 0.37% | Q4 2018 | Q4 2019 | 5 |
AllSquare Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
COBIZ WEALTH, LLC | 5 | 5 | 0.08% | 0.13% | 0.18% | Q4 2015 | Q4 2016 | 5 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q1 2023 | 5 |
Accel Wealth Management | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2022 | 5 |
Grace Capital | 4 | 1 | 0.08% | 0.12% | 0.14% | Q2 2019 | Q3 2020 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Beaumont Capital Management, LLC | 3 | 2 | 0.14% | 3.38% | 8.36% | Q3 2021 | Q3 2023 | 5 |
FLOW TRADERS U.S. LLC | 3 | 2 | 0.02% | 0.05% | 0.12% | Q2 2020 | Q3 2022 | 5 |
Dakota Wealth Management | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
MARSHALL WACE, LLP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
OPPENHEIMER & CO INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Elk River Wealth Management, LLC | 5 | 5 | 0.07% | 0.26% | 0.46% | Q4 2020 | Q4 2021 | 5 |
Milestone Advisory Partners | 4 | 1 | 0.74% | 1.18% | 1.47% | Q3 2018 | Q4 2019 | 5 |
BLAIR WILLIAM & CO/IL | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Providence Capital Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Rappaport Reiches Capital Management, LLC | 4 | 4 | 0.16% | 0.27% | 0.32% | Q2 2021 | Q1 2022 | 4 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2017 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.09% | 0.12% | 0.17% | Q4 2017 | Q3 2018 | 4 |
Galvin, Gaustad & Stein, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 4 |
J Arnold Wealth Management Co | 4 | 4 | 0.09% | 0.18% | 0.30% | Q4 2020 | Q3 2021 | 4 |
Charles Schwab Trust Co | 4 | 4 | 0.18% | 0.22% | 0.26% | Q3 2019 | Q2 2020 | 4 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 4 | 4 | 0.10% | 1.54% | 2.09% | Q1 2021 | Q4 2021 | 4 |
Guidant Wealth Advisors | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q3 2019 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Fiduciary Trust Co International of Pennsylvania | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 4 |
SFI Advisors, LLC | 4 | 4 | 2.46% | 3.14% | 3.62% | Q4 2022 | Q3 2023 | 4 |
Eley Financial Management, Inc | 4 | 4 | 0.15% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
MISSION WEALTH MANAGEMENT, LP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Q3 Asset Management | 2 | 1 | 0.55% | 1.26% | 2.02% | Q3 2020 | Q4 2021 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Foresight Wealth Management, LLC | 4 | 4 | 0.14% | 0.17% | 0.19% | Q2 2019 | Q1 2020 | 4 |
Bogart Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tyler-Stone Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
PROFESSIONAL PLANNING | 4 | 4 | 0.09% | 0.19% | 0.23% | Q4 2020 | Q3 2021 | 4 |
Stone House Investment Management, LLC | 2 | 1 | 0.01% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Rehmann Capital Advisory Group | 3 | 1 | 0.00% | 0.25% | 1.01% | Q1 2018 | Q3 2019 | 4 |
REGIONS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
BB&T SECURITIES, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q3 2019 | 4 |
Court Place Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 4 |
GLENMEDE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2020 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Sheets Smith Investment Management | 2 | 1 | 1.53% | 5.72% | 7.95% | Q4 2020 | Q1 2022 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CAXTON ASSOCIATES LP | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Atria Investments, Inc | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 2.70% | 2.82% | 2.90% | Q4 2021 | Q2 2022 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.51% | 0.87% | Q4 2014 | Q3 2015 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
FIFTH THIRD BANCORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.64% | 0.67% | 0.75% | Q2 2019 | Q4 2019 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Congress Wealth Management LLC / DE / | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 3 |
Realta Investment Advisors | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q2 2022 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.16% | 0.17% | 0.17% | Q4 2020 | Q2 2021 | 3 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.25% | 0.45% | 0.60% | Q3 2020 | Q4 2021 | 3 |
Regal Investment Advisors LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.25% | 0.42% | 0.52% | Q2 2020 | Q4 2020 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 1.73% | 1.92% | 2.04% | Q1 2023 | Q3 2023 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.00% | 0.36% | 0.54% | Q4 2015 | Q2 2016 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Carroll Financial Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
DEUTSCHE BANK AG\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2021 | 3 |
RWA WEALTH PARTNERS, LLC | 2 | 1 | 0.08% | 0.20% | 0.45% | Q3 2021 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.17% | 0.21% | 0.28% | Q4 2021 | Q2 2022 | 3 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.29% | 0.86% | Q4 2021 | Q2 2022 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.02% | 0.08% | 0.15% | Q3 2018 | Q2 2020 | 2 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 2 |
LEVEL FOUR FINANCIAL, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q3 2021 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2020 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.38% | 0.41% | 0.44% | Q2 2023 | Q3 2023 | 2 |
WMG Financial Advisors, LLC | 2 | 2 | 0.53% | 0.55% | 0.58% | Q4 2021 | Q1 2022 | 2 |
CX Institutional | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2023 | Q3 2023 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.03% | 0.05% | Q3 2016 | Q2 2018 | 2 |
One Capital Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Kellett Wealth Advisors, LLC | 2 | 2 | 0.17% | 0.20% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Belmont Capital, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 2 |
GRANDFIELD & DODD, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Horan Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 0.11% | 0.18% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 2 |
Allegiant Private Advisors, LLC | 2 | 2 | 0.17% | 0.41% | 0.65% | Q1 2021 | Q2 2021 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Loveless Wealth Management LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2022 | Q2 2022 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.32% | 0.36% | 0.40% | Q1 2016 | Q2 2016 | 2 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.06% | 0.11% | Q1 2020 | Q4 2022 | 2 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q4 2015 | Q2 2017 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Cornerstone Financial Partners, LLC | 2 | 2 | 0.16% | 0.25% | 0.34% | Q4 2016 | Q1 2017 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kovack Advisors, Inc. | 1 | 1 | 0.02% | 0.11% | 0.20% | Q4 2015 | Q1 2022 | 2 |
Aprio Wealth Management, LLC | 2 | 2 | 1.98% | 2.08% | 2.19% | Q1 2023 | Q2 2023 | 2 |
Ken Stern & Associates, Inc. | 2 | 2 | 0.09% | 0.10% | 0.12% | Q2 2018 | Q3 2018 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
GRAND WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2019 | Q3 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Smart Portfolios, LLC | 1 | 1 | 3.92% | 3.92% | 3.92% | Q1 2020 | Q1 2020 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MCF Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2020 | Q2 2020 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LVZ, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CETERA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2016 | Q3 2016 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Empowered Funds, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q3 2021 | Q3 2021 | 1 |
Investment Advisory Group, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Argent Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
WIN ADVISORS, INC | 1 | 1 | 3.09% | 3.09% | 3.09% | Q2 2022 | Q2 2022 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 2.66% | 2.66% | 2.66% | Q1 2020 | Q1 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
SMITH SHELLNUT WILSON LLC /ADV | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2021 | Q4 2021 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
External links
This page lists all the filers that currently own FIDELITY COVINGTON TRUST or have owned FIDELITY COVINGTON TRUST in the past.