Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
BANK OF AMERICA CORP /DE/ | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
Advisory Services Network, LLC | 27 | 11 | 0.11% | 0.21% | 0.49% | Q1 2014 | Q3 2023 | 38 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 2 | 0.00% | 0.04% | 0.18% | Q2 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.04% | 0.09% | 0.48% | Q4 2014 | Q3 2023 | 36 |
LPL Financial LLC | 26 | 10 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
BECK CAPITAL MANAGEMENT, LLC | 36 | 36 | 0.23% | 0.39% | 0.77% | Q4 2014 | Q3 2023 | 36 |
WELLS FARGO & COMPANY/MN | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
LYNCH & ASSOCIATES/IN | 36 | 36 | 0.11% | 0.19% | 0.24% | Q1 2015 | Q4 2023 | 36 |
GOLDMAN SACHS GROUP INC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 35 |
Cambridge Investment Research Advisors, Inc. | 33 | 1 | 0.01% | 0.06% | 1.02% | Q3 2014 | Q3 2023 | 34 |
Atlas Brown,Inc. | 34 | 34 | 0.09% | 0.48% | 0.79% | Q2 2015 | Q3 2023 | 34 |
ROYAL BANK OF CANADA | 20 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 3 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q3 2023 | 31 |
LINCOLN NATIONAL CORP | 30 | 30 | 0.01% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 30 |
Beaumont Financial Partners, LLC | 15 | 1 | 0.02% | 1.52% | 3.31% | Q2 2014 | Q3 2022 | 30 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 29 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.02% | 0.27% | 3.30% | Q4 2016 | Q3 2023 | 28 |
Lido Advisors, LLC | 28 | 28 | 0.07% | 0.44% | 0.77% | Q4 2016 | Q3 2023 | 28 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 26 |
FMR LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 26 |
AMERIPRISE FINANCIAL INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Exchange Capital Management, Inc. | 25 | 25 | 0.18% | 0.27% | 0.38% | Q3 2017 | Q3 2023 | 25 |
Smith, Salley & Associates | 24 | 24 | 0.04% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 14 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 23 | 23 | 0.02% | 0.23% | 1.12% | Q2 2014 | Q4 2019 | 23 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 23 |
Global Retirement Partners, LLC | 11 | 5 | 0.00% | 0.09% | 0.38% | Q1 2017 | Q3 2023 | 23 |
Snowden Capital Advisors LLC | 11 | 3 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.16% | 0.43% | 1.33% | Q4 2018 | Q3 2023 | 20 |
Bray Capital Advisors | 20 | 20 | 0.13% | 0.30% | 0.39% | Q4 2018 | Q3 2023 | 20 |
FMA ADVISORY INC | 19 | 1 | 0.07% | 0.16% | 0.20% | Q2 2015 | Q3 2021 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Brinker Capital Investments, LLC | 11 | 1 | 0.00% | 0.03% | 0.12% | Q4 2014 | Q4 2022 | 19 |
HighTower Advisors, LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 19 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 19 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Canton Hathaway, LLC | 19 | 19 | 0.09% | 0.23% | 0.37% | Q4 2018 | Q2 2023 | 19 |
AGF Investments LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 18 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.01% | 0.18% | 0.54% | Q4 2014 | Q1 2019 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.00% | 0.02% | 0.12% | Q2 2019 | Q3 2023 | 18 |
PRUDENTIAL FINANCIAL INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
ATLAS CAPITAL ADVISORS LLC | 17 | 17 | 0.08% | 0.45% | 0.78% | Q3 2019 | Q3 2023 | 17 |
SPINNAKER TRUST | 16 | 16 | 0.19% | 0.29% | 0.41% | Q3 2016 | Q2 2020 | 16 |
RAND WEALTH, LLC | 16 | 16 | 0.16% | 0.20% | 0.27% | Q4 2014 | Q3 2018 | 16 |
SMITH CHAS P & ASSOCIATES PA CPAS | 16 | 16 | 0.12% | 0.79% | 1.00% | Q3 2016 | Q2 2020 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.01% | 0.20% | 0.81% | Q4 2019 | Q3 2023 | 16 |
CWM, LLC | 10 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Traynor Capital Management, Inc. | 12 | 4 | 0.03% | 0.19% | 0.43% | Q4 2015 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.09% | 0.34% | 1.14% | Q4 2019 | Q3 2023 | 16 |
McIlrath & Eck, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Sunbelt Securities, Inc. | 12 | 1 | 0.02% | 0.09% | 0.19% | Q3 2019 | Q3 2023 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Belpointe Asset Management LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.04% | 0.06% | 0.13% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 14 | 1 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q2 2022 | 15 |
Full Sail Capital, LLC | 15 | 15 | 0.45% | 0.69% | 1.18% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
JPMORGAN CHASE & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 15 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 14 | 14 | 1.15% | 1.49% | 1.66% | Q3 2014 | Q4 2017 | 14 |
Commonwealth Equity Services, Inc | 14 | 14 | 0.00% | 0.03% | 0.11% | Q2 2014 | Q3 2017 | 14 |
55I, LLC | 14 | 14 | 0.08% | 0.29% | 0.95% | Q2 2019 | Q3 2022 | 14 |
WFG Advisors, LP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2017 | 14 |
Pensionmark Financial Group, LLC | 12 | 2 | 0.07% | 0.09% | 0.14% | Q2 2019 | Q3 2023 | 14 |
Shamrock Asset Management LLC | 5 | 1 | 0.00% | 0.27% | 0.62% | Q2 2014 | Q3 2019 | 14 |
PROFFITT & GOODSON INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Independent Order of Foresters | 14 | 14 | 0.81% | 0.91% | 1.01% | Q2 2020 | Q3 2023 | 14 |
Mutual Advisors, LLC | 7 | 1 | 0.02% | 0.07% | 0.30% | Q1 2018 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2022 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MACQUARIE GROUP LTD | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Advocacy Wealth Management Services, LLC | 14 | 14 | 0.01% | 2.19% | 4.12% | Q2 2020 | Q3 2023 | 14 |
Robertson Stephens Wealth Management, LLC | 13 | 13 | 0.04% | 0.07% | 0.13% | Q3 2020 | Q3 2023 | 13 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 13 |
Creative Planning | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 13 |
Kingsview Wealth Management, LLC | 7 | 6 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 13 |
Morningstar Investment Services LLC | 13 | 13 | 0.14% | 0.30% | 0.47% | Q3 2020 | Q3 2023 | 13 |
Global Wealth Management Investment Advisory, Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 13 |
FLAGSHIP HARBOR ADVISORS, LLC | 12 | 12 | 0.00% | 0.17% | 0.50% | Q2 2018 | Q1 2021 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 0.02% | 0.52% | 0.96% | Q4 2020 | Q3 2023 | 12 |
Newfound Research LLC | 6 | 2 | 0.27% | 1.40% | 3.11% | Q1 2017 | Q3 2020 | 12 |
HUNTINGTON NATIONAL BANK | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q2 2022 | 12 |
Curran Financial Partners, LLC | 12 | 12 | 0.32% | 1.10% | 2.63% | Q4 2020 | Q3 2023 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.30% | 0.94% | 1.72% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisors LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q2 2023 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 4 | 0.04% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.03% | 0.09% | 0.13% | Q4 2018 | Q3 2021 | 12 |
Plante Moran Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Raymond James Financial Services Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 12 |
FormulaFolio Investments, LLC | 6 | 2 | 0.06% | 0.58% | 1.29% | Q4 2015 | Q2 2021 | 12 |
Capital Analysts, LLC | 11 | 11 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Clarity Financial LLC | 9 | 2 | 0.04% | 0.15% | 0.25% | Q4 2020 | Q3 2023 | 11 |
Prostatis Group LLC | 10 | 1 | 0.07% | 0.47% | 1.78% | Q1 2020 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 1.00% | 3.41% | Q4 2015 | Q4 2020 | 11 |
Mariner, LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 11 |
Parallel Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 11 |
WHITTIER TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 10 | 1 | 0.09% | 2.08% | 2.76% | Q1 2019 | Q4 2021 | 11 |
Farmers & Merchants Trust Co of Chambersburg PA | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Krilogy Financial LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2018 | 11 |
FLC Capital Advisors | 11 | 11 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q2 2023 | 11 |
Hilton Capital Management, LLC | 10 | 10 | 0.04% | 0.05% | 0.05% | Q3 2017 | Q4 2019 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 10 |
PERSONAL CFO SOLUTIONS, LLC | 6 | 1 | 0.00% | 0.84% | 1.58% | Q3 2019 | Q3 2023 | 10 |
SUNTRUST BANKS INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2019 | 10 |
NEXT Financial Group, Inc | 7 | 3 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2021 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2018 | 10 |
TAP Consulting, LLC | 10 | 10 | 0.14% | 0.32% | 0.45% | Q3 2020 | Q4 2022 | 10 |
NorthCoast Asset Management LLC | 6 | 1 | 0.02% | 0.07% | 0.16% | Q3 2018 | Q3 2021 | 10 |
Argentus Capital Management, LLC | 10 | 10 | 0.01% | 0.19% | 0.47% | Q2 2014 | Q3 2016 | 10 |
Brookstone Capital Management | 10 | 10 | 0.01% | 0.07% | 0.44% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
AE Wealth Management LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 9 |
WBI INVESTMENTS, LLC | 6 | 1 | 0.09% | 0.33% | 0.75% | Q2 2020 | Q3 2023 | 9 |
BlackRock Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
Sowell Financial Services LLC | 7 | 2 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q3 2023 | 9 |
Demars Financial Group, LLC | 4 | 2 | 0.12% | 1.17% | 1.91% | Q4 2019 | Q2 2023 | 9 |
BerganKDV Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.14% | 0.27% | 0.36% | Q2 2019 | Q3 2023 | 9 |
ACG Wealth | 8 | 1 | 0.01% | 0.07% | 0.14% | Q2 2019 | Q2 2022 | 9 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.80% | 1.48% | 2.29% | Q4 2021 | Q3 2023 | 8 |
Private Advisor Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 8 |
Janney Montgomery Scott LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 8 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2018 | 8 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
CAPTRUST FINANCIAL ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Cetera Advisor Networks LLC | 7 | 1 | 0.00% | 0.15% | 0.27% | Q2 2020 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.01% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Dakota Wealth Management | 5 | 3 | 0.03% | 0.05% | 0.05% | Q3 2018 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FRG Family Wealth Advisors LLC | 8 | 8 | 0.13% | 0.20% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Inscription Capital, LLC | 5 | 1 | 0.05% | 0.09% | 0.13% | Q1 2020 | Q2 2022 | 8 |
HBW ADVISORY SERVICES LLC | 8 | 8 | 0.10% | 0.78% | 1.39% | Q2 2020 | Q1 2022 | 8 |
STEPHENS INC /AR/ | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 8 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 7 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Professional Financial Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.34% | 0.40% | 0.45% | Q3 2021 | Q2 2023 | 7 |
Valeo Financial Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 7 |
HOWE & RUSLING INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
Stone House Investment Management, LLC | 7 | 7 | 0.01% | 0.10% | 0.16% | Q1 2022 | Q3 2023 | 7 |
AdvisorNet Financial, Inc | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 7 |
Connectus Wealth, LLC | 4 | 3 | 0.02% | 0.12% | 0.24% | Q4 2021 | Q3 2023 | 7 |
Sound Income Strategies, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
Walker Financial Services, Inc. | 7 | 7 | 2.20% | 4.43% | 6.16% | Q1 2022 | Q3 2023 | 7 |
STABLEFORD CAPITAL II LLC | 7 | 7 | 0.22% | 0.41% | 0.66% | Q1 2017 | Q3 2018 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 7 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q4 2019 | 7 |
Larson Financial Group LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Soltis Investment Advisors LLC | 7 | 7 | 0.25% | 0.35% | 0.42% | Q1 2022 | Q3 2023 | 7 |
Lifeworks Advisors, LLC | 6 | 1 | 0.32% | 0.63% | 0.96% | Q4 2021 | Q3 2023 | 7 |
Rockefeller Capital Management L.P. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 7 |
RFG Advisory, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Capital Asset Advisory Services LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Cetera Investment Advisers | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 6 |
Pacific Center for Financial Services | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q1 2018 | 6 |
CENTAURUS FINANCIAL, INC. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Stonebridge Financial Planning Group, LLC | 6 | 6 | 0.36% | 0.61% | 0.79% | Q2 2022 | Q3 2023 | 6 |
Focused Wealth Management, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Laurel Wealth Advisors, Inc. | 5 | 1 | 0.26% | 0.38% | 0.50% | Q2 2021 | Q4 2022 | 6 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Giralda Advisors, LLC | 6 | 6 | 0.27% | 0.62% | 0.81% | Q1 2015 | Q2 2016 | 6 |
LWS Wealth Advisors, Inc. | 6 | 6 | 1.46% | 2.79% | 3.57% | Q4 2019 | Q1 2021 | 6 |
MSI Financial Services Inc | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2016 | 6 |
LEUTHOLD GROUP, LLC | 4 | 2 | 0.11% | 0.21% | 0.47% | Q3 2020 | Q4 2022 | 6 |
CITIGROUP INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2021 | 6 |
Hilltop Holdings Inc. | 5 | 1 | 0.04% | 0.14% | 0.20% | Q4 2019 | Q2 2021 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Carroll Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Freedom Investment Management, Inc. | 3 | 2 | 0.02% | 0.30% | 0.72% | Q2 2022 | Q3 2023 | 5 |
MKD WEALTH COACHES, LLC | 5 | 5 | 0.59% | 0.67% | 0.75% | Q4 2018 | Q4 2019 | 5 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2017 | 5 |
Mascoma Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Silverleafe Capital Partners, LLC | 5 | 5 | 1.22% | 1.35% | 1.56% | Q4 2018 | Q4 2019 | 5 |
Disciplined Investments, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
KEYBANK NATIONAL ASSOCIATION/OH | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
H&H Retirement Design & Management INC | 5 | 5 | 1.09% | 1.23% | 1.42% | Q4 2021 | Q4 2022 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Fiduciary Trust Co International of Pennsylvania | 4 | 1 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q1 2019 | 5 |
Charles Schwab Investment Advisory, Inc. | 5 | 5 | 0.04% | 0.13% | 0.16% | Q4 2018 | Q4 2019 | 5 |
VICUS CAPITAL | 2 | 1 | 0.15% | 0.75% | 1.30% | Q1 2016 | Q2 2023 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.05% | 0.10% | Q4 2015 | Q1 2022 | 5 |
Grace Capital | 4 | 1 | 0.06% | 0.09% | 0.12% | Q2 2019 | Q3 2020 | 5 |
Loveless Wealth Management LLC | 4 | 4 | 0.20% | 0.32% | 0.46% | Q3 2021 | Q2 2022 | 4 |
Compass Financial Group, INC/SD | 4 | 4 | 0.09% | 0.79% | 1.45% | Q1 2023 | Q4 2023 | 4 |
REGIONS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Maltin Wealth Management, Inc. | 3 | 1 | 0.03% | 0.22% | 0.30% | Q4 2019 | Q4 2020 | 4 |
Steward Partners Investment Advisory, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
First Personal Financial Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Psagot Value Holdings Ltd. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 3 | 1 | 0.00% | 0.05% | 0.08% | Q4 2017 | Q1 2019 | 4 |
FDx Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 4 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
Karp Capital Management Corp | 3 | 1 | 1.77% | 1.99% | 2.39% | Q4 2018 | Q4 2019 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Meridian Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
RWA WEALTH PARTNERS, LLC | 2 | 1 | 0.43% | 0.78% | 1.29% | Q4 2018 | Q4 2021 | 4 |
Gilbert & Cook, Inc. | 4 | 4 | 0.04% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.08% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.18% | 0.20% | 0.23% | Q2 2022 | Q3 2023 | 4 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q4 2021 | Q4 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 1.24% | 3.60% | Q1 2023 | Q3 2023 | 3 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q1 2023 | 3 |
Crumly & Associates Inc. | 3 | 3 | 0.72% | 0.89% | 0.99% | Q1 2023 | Q3 2023 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 2.08% | 2.23% | 2.43% | Q2 2022 | Q4 2022 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.65% | 0.68% | 0.71% | Q1 2023 | Q3 2023 | 3 |
Systelligence, LLC | 3 | 3 | 1.73% | 2.61% | 3.06% | Q4 2022 | Q2 2023 | 3 |
LVZ, Inc. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2020 | Q4 2020 | 3 |
AGF MANAGEMENT LTD | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Family Asset Management, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
NWAM LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.34% | 0.47% | 0.73% | Q4 2015 | Q2 2016 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 3 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Fisher Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Kore Private Wealth LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2020 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.30% | 0.32% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WHALEROCK POINT PARTNERS, LLC | 2 | 1 | 0.12% | 0.13% | 0.14% | Q2 2017 | Q1 2018 | 3 |
Atria Investments, Inc | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Verity Asset Management, Inc. | 1 | 1 | 0.12% | 0.18% | 0.26% | Q1 2021 | Q2 2023 | 3 |
Allegis Investment Advisors, LLC | 3 | 3 | 0.08% | 0.15% | 0.26% | Q4 2015 | Q2 2016 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BLAIR WILLIAM & CO/IL | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Marotta Asset Management | 3 | 3 | 0.11% | 0.32% | 0.52% | Q2 2023 | Q4 2023 | 3 |
Parisi Gray Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
CX Institutional | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2020 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Virtu Financial LLC | 2 | 1 | 0.04% | 0.16% | 0.39% | Q3 2018 | Q3 2019 | 3 |
Csenge Advisory Group | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Secure Asset Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q3 2014 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 2 |
SMITH SHELLNUT WILSON LLC /ADV | 1 | 1 | 0.51% | 1.81% | 3.12% | Q4 2018 | Q4 2021 | 2 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.02% | 0.08% | 0.14% | Q4 2018 | Q3 2019 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
LEVEL FOUR FINANCIAL, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Jefferies Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
COBIZ WEALTH, LLC | 1 | 1 | 0.07% | 0.15% | 0.22% | Q4 2017 | Q4 2018 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Summit Place Financial Advisors, LLC | 2 | 2 | 0.19% | 0.21% | 0.23% | Q3 2020 | Q4 2020 | 2 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SOUTHERN CAPITAL ADVISORS, LLC | 1 | 1 | 0.63% | 0.95% | 1.27% | Q1 2022 | Q3 2023 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bell Investment Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Beaumont Capital Management, LLC | 1 | 1 | 0.18% | 3.85% | 7.52% | Q3 2021 | Q2 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Cornerstone Wealth Group, LLC | 2 | 2 | 0.44% | 0.47% | 0.49% | Q2 2019 | Q3 2019 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
GRANDFIELD & DODD, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TOTH FINANCIAL ADVISORY CORP | 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% | Q1 2023 | Q1 2023 | 1 |
SWMG, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2020 | Q1 2020 | 1 |
Atlas Financial Advisors, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Charles Schwab Trust Co | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2015 | Q3 2015 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CAPITAL ONE FINANCIAL CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Q3 Asset Management | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2022 | Q2 2022 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MCF Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IRONWOOD WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
PLANNING DIRECTIONS INC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2020 | Q1 2020 | 1 |
RAYMOND JAMES & ASSOCIATES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
External links
This page lists all the filers that currently own FIDELITY COVINGTON TRUST or have owned FIDELITY COVINGTON TRUST in the past.