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 |
ROYAL BANK OF CANADA | 29 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
BANK OF AMERICA CORP /DE/ | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
LYNCH & ASSOCIATES/IN | 36 | 36 | 0.21% | 0.31% | 0.45% | Q1 2015 | Q4 2023 | 36 |
Traynor Capital Management, Inc. | 36 | 36 | 0.32% | 0.43% | 0.71% | Q4 2014 | Q3 2023 | 36 |
WELLS FARGO & COMPANY/MN | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 8 | 0.00% | 0.12% | 0.38% | Q4 2014 | Q3 2023 | 35 |
Cambridge Investment Research Advisors, Inc. | 33 | 1 | 0.01% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 34 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.09% | Q4 2015 | Q3 2023 | 31 |
LPL Financial LLC | 27 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 28 |
Sigma Planning Corp | 26 | 1 | 0.01% | 0.07% | 0.22% | Q4 2015 | Q3 2023 | 28 |
Lido Advisors, LLC | 28 | 28 | 0.10% | 0.69% | 1.20% | Q4 2016 | Q3 2023 | 28 |
GOLDMAN SACHS GROUP INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 27 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 2 | 0.00% | 0.02% | 0.13% | Q2 2014 | Q3 2023 | 27 |
Beaumont Financial Partners, LLC | 9 | 1 | 0.07% | 1.45% | 4.08% | Q2 2014 | Q1 2022 | 26 |
FMR LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Snowden Capital Advisors LLC | 17 | 8 | 0.01% | 0.06% | 0.15% | Q2 2017 | Q3 2023 | 25 |
CWM, LLC | 10 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 25 |
Exchange Capital Management, Inc. | 25 | 25 | 0.21% | 0.42% | 0.61% | Q3 2017 | Q3 2023 | 25 |
WHALEROCK POINT PARTNERS, LLC | 14 | 11 | 0.11% | 0.14% | 0.26% | Q2 2017 | Q3 2023 | 25 |
HighTower Advisors, LLC | 24 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 25 |
Smith, Salley & Associates | 24 | 24 | 0.07% | 0.10% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 22 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q1 2023 | 24 |
CITIGROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 23 | 23 | 0.00% | 0.16% | 1.10% | Q2 2014 | Q4 2019 | 23 |
JPMORGAN CHASE & CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 22 |
Mutual Advisors, LLC | 14 | 4 | 0.02% | 0.04% | 0.13% | Q4 2017 | Q3 2023 | 22 |
SPINNAKER TRUST | 19 | 3 | 0.09% | 0.33% | 0.58% | Q2 2016 | Q4 2021 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 20 | 1 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q1 2023 | 21 |
Raymond James Financial Services Advisors, Inc. | 12 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 21 |
FMA ADVISORY INC | 19 | 1 | 0.04% | 0.24% | 0.37% | Q2 2015 | Q3 2021 | 20 |
Bray Capital Advisors | 20 | 20 | 0.21% | 0.29% | 0.34% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Sunbelt Securities, Inc. | 14 | 3 | 0.02% | 0.13% | 0.25% | Q3 2017 | Q3 2023 | 20 |
Full Sail Capital, LLC | 20 | 20 | 0.13% | 0.77% | 1.27% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | 3 | 0.01% | 0.17% | 0.59% | Q4 2016 | Q3 2023 | 20 |
SMITH CHAS P & ASSOCIATES PA CPAS | 20 | 20 | 0.07% | 0.32% | 0.49% | Q2 2015 | Q1 2020 | 20 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
D'Orazio & Associates, Inc. | 19 | 19 | 0.07% | 0.09% | 0.11% | Q2 2018 | Q4 2022 | 19 |
AGF Investments LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 18 |
TRUE Private Wealth Advisors | 13 | 5 | 0.01% | 1.22% | 2.42% | Q2 2016 | Q4 2020 | 18 |
Canton Hathaway, LLC | 12 | 6 | 0.04% | 0.09% | 0.42% | Q3 2018 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.01% | 0.04% | 0.21% | Q2 2019 | Q3 2023 | 18 |
MML INVESTORS SERVICES, LLC | 7 | 3 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 18 |
Armor Investment Advisors, LLC | 17 | 17 | 0.00% | 0.30% | 0.68% | Q3 2019 | Q3 2023 | 17 |
RAND WEALTH, LLC | 17 | 17 | 0.03% | 0.26% | 0.41% | Q3 2014 | Q3 2018 | 17 |
Element Wealth, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Bedel Financial Consulting, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Crumly & Associates Inc. | 15 | 15 | 0.08% | 0.61% | 1.97% | Q1 2020 | Q3 2023 | 15 |
EPG Wealth Management LLC | 15 | 15 | 0.60% | 0.76% | 1.04% | Q1 2020 | Q3 2023 | 15 |
PERSONAL CFO SOLUTIONS, LLC | 13 | 2 | 0.98% | 1.19% | 2.18% | Q3 2019 | Q3 2023 | 15 |
55I, LLC | 15 | 15 | 0.08% | 0.25% | 0.77% | Q1 2019 | Q3 2022 | 15 |
Janney Montgomery Scott LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.06% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Commonwealth Equity Services, Inc | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2017 | 15 |
ATLAS CAPITAL ADVISORS LLC | 15 | 15 | 0.07% | 0.23% | 0.42% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 1 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
AMERIPRISE FINANCIAL INC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 14 |
Patriot Financial Group Insurance Agency, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 14 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.00% | 0.52% | 0.85% | Q1 2019 | Q2 2022 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2022 | 14 |
RAYMOND JAMES & ASSOCIATES | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 14 |
Continuum Advisory, LLC | 13 | 1 | 0.06% | 0.10% | 0.18% | Q1 2020 | Q3 2023 | 14 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 14 | 14 | 1.11% | 1.51% | 1.61% | Q3 2014 | Q4 2017 | 14 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
American Portfolios Advisors | 8 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 13 |
TRUST CO OF OKLAHOMA | 13 | 13 | 0.14% | 0.20% | 0.29% | Q3 2020 | Q3 2023 | 13 |
Stratos Wealth Partners, LTD. | 5 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 13 |
BECK CAPITAL MANAGEMENT, LLC | 6 | 3 | 0.09% | 0.16% | 0.18% | Q1 2018 | Q1 2022 | 13 |
ARS Wealth Advisors, LLC | 13 | 13 | 0.07% | 0.43% | 1.02% | Q4 2016 | Q4 2019 | 13 |
NORTHERN TRUST CORP | 8 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.05% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Global Retirement Partners, LLC | 11 | 2 | 0.00% | 0.28% | 0.51% | Q1 2017 | Q3 2023 | 13 |
CENTAURUS FINANCIAL, INC. | 11 | 1 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 12 |
Newfound Research LLC | 5 | 1 | 0.02% | 1.50% | 3.16% | Q1 2017 | Q3 2020 | 12 |
NorthCoast Asset Management LLC | 10 | 1 | 0.04% | 0.22% | 0.46% | Q3 2018 | Q3 2021 | 11 |
Farmers & Merchants Trust Co of Chambersburg PA | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
VICUS CAPITAL | 6 | 1 | 0.05% | 0.66% | 1.20% | Q4 2014 | Q4 2021 | 11 |
Shamrock Asset Management LLC | 8 | 1 | 0.00% | 0.07% | 0.36% | Q2 2014 | Q3 2018 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.07% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Birchcreek Wealth Management, LLC | 11 | 11 | 0.15% | 0.71% | 0.94% | Q1 2021 | Q3 2023 | 11 |
LINCOLN NATIONAL CORP | 5 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 11 |
Krilogy Financial LLC | 9 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2018 | 11 |
SUNTRUST BANKS INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
Argentus Capital Management, LLC | 10 | 10 | 0.00% | 0.14% | 0.32% | Q2 2014 | Q3 2016 | 10 |
Front Row Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
CSM Advisors, LLC | 10 | 10 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Capital Investment Counsel, Inc | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 10 |
Hilton Capital Management, LLC | 10 | 10 | 0.04% | 0.05% | 0.05% | Q3 2017 | Q4 2019 | 10 |
Plante Moran Financial Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
BerganKDV Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Stonebridge Financial Planning Group, LLC | 10 | 10 | 0.30% | 0.43% | 0.70% | Q2 2021 | Q3 2023 | 10 |
HM PAYSON & CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 9 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 4 | 0.02% | 0.04% | 0.10% | Q1 2019 | Q3 2021 | 9 |
Rehmann Capital Advisory Group | 4 | 2 | 0.00% | 0.05% | 0.13% | Q3 2016 | Q2 2019 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2016 | 9 |
Financial Partners Group, Inc | 9 | 9 | 0.08% | 1.30% | 2.93% | Q4 2017 | Q4 2019 | 9 |
SG Americas Securities, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2018 | 9 |
Arkadios Wealth Advisors | 8 | 8 | 0.02% | 0.09% | 0.18% | Q4 2019 | Q3 2021 | 8 |
Lifeworks Advisors, LLC | 8 | 8 | 0.75% | 0.85% | 1.00% | Q4 2021 | Q3 2023 | 8 |
ACG Wealth | 6 | 1 | 0.03% | 0.06% | 0.09% | Q1 2020 | Q2 2022 | 8 |
Charles Schwab Investment Advisory, Inc. | 8 | 8 | 0.04% | 0.08% | 0.26% | Q1 2018 | Q4 2019 | 8 |
FIFTH THIRD BANCORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Kovack Advisors, Inc. | 8 | 8 | 0.06% | 0.08% | 0.10% | Q1 2018 | Q4 2019 | 8 |
Rockefeller Capital Management L.P. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 | 8 | 0.25% | 0.27% | 0.33% | Q2 2018 | Q1 2020 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Parallel Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Trail Ridge Investment Advisors, LLC | 8 | 8 | 0.24% | 0.66% | 0.92% | Q4 2021 | Q3 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Soltis Investment Advisors LLC | 6 | 1 | 0.33% | 0.45% | 0.90% | Q4 2019 | Q4 2021 | 7 |
Prospera Financial Services Inc | 5 | 1 | 0.00% | 0.03% | 0.04% | Q3 2017 | Q1 2022 | 7 |
Orion Portfolio Solutions, LLC | 4 | 3 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Mariner, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 7 |
Certified Advisory Corp | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.02% | 0.10% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.07% | 0.13% | Q4 2017 | Q1 2019 | 6 |
FDx Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Creative Planning | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 6 |
B. Riley Wealth Advisors, Inc. | 3 | 3 | 0.01% | 0.06% | 0.20% | Q1 2018 | Q4 2021 | 6 |
COBIZ WEALTH, LLC | 5 | 1 | 0.05% | 0.15% | 0.22% | Q4 2015 | Q4 2018 | 6 |
Summit Place Financial Advisors, LLC | 6 | 6 | 0.21% | 0.41% | 0.79% | Q1 2020 | Q2 2021 | 6 |
DFPG INVESTMENTS, LLC | 6 | 6 | 0.12% | 0.20% | 0.25% | Q3 2019 | Q4 2020 | 6 |
Psagot Value Holdings Ltd. | 6 | 6 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2021 | 6 |
Wealthspire Advisors, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Giralda Advisors, LLC | 6 | 6 | 0.27% | 0.68% | 0.86% | Q1 2015 | Q2 2016 | 6 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
GODSEY & GIBB, INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ausdal Financial Partners, Inc. | 6 | 6 | 0.08% | 0.11% | 0.13% | Q1 2017 | Q2 2018 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
HBW ADVISORY SERVICES LLC | 6 | 6 | 0.12% | 0.64% | 1.97% | Q3 2020 | Q4 2021 | 6 |
Essex Financial Services, Inc. | 5 | 1 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 6 |
WFG Advisors, LP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2017 | 5 |
Valley Brook Capital Group, Inc. | 3 | 2 | 0.07% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q4 2023 | 5 |
Allegis Investment Advisors, LLC | 3 | 1 | 0.06% | 0.44% | 0.82% | Q4 2015 | Q2 2017 | 5 |
Venturi Wealth Management, LLC | 5 | 5 | 0.10% | 0.16% | 0.21% | Q2 2020 | Q2 2021 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LVZ, Inc. | 5 | 5 | 2.49% | 2.66% | 2.75% | Q1 2017 | Q1 2018 | 5 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q4 2021 | 5 |
Q3 Asset Management | 5 | 5 | 1.09% | 1.99% | 2.48% | Q4 2020 | Q4 2021 | 5 |
Maltin Wealth Management, Inc. | 4 | 1 | 0.20% | 0.58% | 1.89% | Q4 2019 | Q3 2023 | 5 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 5 |
AE Wealth Management LLC | 5 | 5 | 0.08% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Beaumont Capital Management, LLC | 5 | 5 | 3.93% | 6.02% | 6.75% | Q4 2020 | Q4 2021 | 5 |
WELCH CAPITAL PARTNERS LLC/NY | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q4 2022 | 5 |
WINTRUST INVESTMENTS LLC | 5 | 5 | 0.38% | 0.42% | 0.47% | Q1 2017 | Q1 2018 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2019 | 5 |
One Capital Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Portfolio Strategies, Inc. | 4 | 4 | 5.10% | 5.72% | 6.44% | Q4 2017 | Q3 2018 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q1 2023 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Amplius Wealth Advisors, LLC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Independent Advisor Alliance | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2020 | Q3 2021 | 4 |
Dakota Wealth Management | 3 | 1 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q3 2019 | 4 |
UBS AG | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Brookstone Capital Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MKD WEALTH COACHES, LLC | 4 | 4 | 0.62% | 0.66% | 0.73% | Q1 2019 | Q4 2019 | 4 |
J.W. COLE ADVISORS, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.02% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.21% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Concord Wealth Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q1 2022 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 4 | 4 | 0.10% | 1.57% | 2.11% | Q1 2021 | Q4 2021 | 4 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
NWAM LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q2 2022 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
River Wealth Advisors LLC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 4 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Spearhead Capital Advisors, LLC | 3 | 3 | 0.04% | 0.13% | 0.29% | Q1 2022 | Q3 2022 | 3 |
BOK Financial Private Wealth, Inc. | 2 | 1 | 0.02% | 0.07% | 0.15% | Q4 2019 | Q4 2021 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
INVESTMENT PARTNERS, LTD. | 3 | 3 | 0.14% | 0.15% | 0.15% | Q4 2020 | Q2 2021 | 3 |
Secure Asset Management, LLC | 2 | 1 | 0.07% | 0.11% | 0.13% | Q4 2020 | Q2 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Freedom Investment Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Spire Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 3 |
Atria Investments, Inc | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 3 |
Cetera Investment Advisers | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
IRONWOOD WEALTH MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Retirement Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
STEPHENS INC /AR/ | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Kistler-Tiffany Companies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Jaffetilchin Investment Partners, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q3 2017 | Q1 2018 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 2.70% | 2.87% | 2.98% | Q1 2023 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2016 | 3 |
Baird Financial Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 3 |
PROFESSIONAL PLANNING | 3 | 3 | 0.51% | 0.58% | 0.62% | Q1 2021 | Q3 2021 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.32% | 0.38% | 0.41% | Q4 2017 | Q2 2018 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.70% | 0.73% | 0.76% | Q4 2021 | Q2 2022 | 3 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 2 |
LBA Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
CX Institutional | 2 | 2 | 0.02% | 0.05% | 0.08% | Q1 2023 | Q2 2023 | 2 |
REGENTATLANTIC CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Live Oak Investment Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2022 | 2 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2014 | Q3 2014 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 2 |
Strategic Asset Management, LLC | 2 | 2 | 0.01% | 0.06% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Quaker Wealth Management, LLC | 2 | 2 | 0.28% | 0.40% | 0.51% | Q1 2020 | Q2 2020 | 2 |
KCM INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Belmont Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
U.S. Capital Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
IBEX WEALTH ADVISORS | 2 | 2 | 0.04% | 0.07% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q2 2023 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Perigon Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Monte Financial Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Nvest Financial, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2023 | Q1 2023 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wolf Group Capital Advisors | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
WIN ADVISORS, INC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q4 2022 | Q4 2022 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Silverleafe Capital Partners, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2021 | Q4 2021 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Demars Financial Group, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2022 | Q1 2022 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
Family Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 4.83% | 4.83% | 4.83% | Q2 2022 | Q2 2022 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
West Branch Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own FIDELITY COVINGTON TRUST or have owned FIDELITY COVINGTON TRUST in the past.