Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Ahrens Investment Partners LLC | 26 | 26 | 0.20% | 0.42% | 0.80% | Q4 2016 | Q1 2023 | 26 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
BANK OF AMERICA CORP /DE/ | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 23 |
Brinker Capital Investments, LLC | 23 | 23 | 0.04% | 0.38% | 1.38% | Q2 2017 | Q4 2022 | 23 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
ALTFEST L J & CO INC | 20 | 20 | 0.12% | 0.99% | 4.75% | Q4 2018 | Q3 2023 | 20 |
Advisory Services Network, LLC | 13 | 5 | 0.00% | 0.05% | 0.23% | Q2 2018 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
ROYAL BANK OF CANADA | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
MML INVESTORS SERVICES, LLC | 11 | 6 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 17 |
MORGAN STANLEY | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
LPL Financial LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
Halpern Financial, Inc. | 16 | 16 | 3.19% | 5.96% | 8.27% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
LINCOLN NATIONAL CORP | 7 | 3 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 15 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 15 |
Allworth Financial LP | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CONDOR CAPITAL MANAGEMENT | 14 | 14 | 0.04% | 0.35% | 0.49% | Q2 2020 | Q3 2023 | 14 |
Mutual Advisors, LLC | 14 | 14 | 0.06% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
BlackRock Inc. | 9 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 13 |
Patriot Financial Group Insurance Agency, LLC | 12 | 1 | 0.01% | 0.29% | 0.43% | Q3 2018 | Q3 2023 | 13 |
Cambridge Investment Research Advisors, Inc. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.08% | 0.22% | 0.51% | Q3 2020 | Q3 2023 | 13 |
Creative Planning | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 13 |
LVZ, Inc. | 6 | 1 | 0.08% | 0.32% | 0.56% | Q2 2018 | Q2 2023 | 13 |
Samalin Investment Counsel, LLC | 12 | 12 | 0.15% | 0.33% | 0.58% | Q4 2020 | Q3 2023 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Bouvel Investment Partners, LLC | 12 | 12 | 0.97% | 1.21% | 1.37% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 11 |
UBS Group AG | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.00% | 0.13% | 0.33% | Q1 2019 | Q3 2021 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Advisor Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
Sunbelt Securities, Inc. | 11 | 11 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 10 |
CHILDRESS CAPITAL ADVISORS, LLC | 10 | 10 | 0.11% | 3.09% | 6.53% | Q1 2021 | Q2 2023 | 10 |
BLAIR WILLIAM & CO/IL | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 10 |
BDO Wealth Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2020 | 10 |
Certified Advisory Corp | 9 | 9 | 0.08% | 0.28% | 0.46% | Q3 2021 | Q3 2023 | 9 |
Beaumont Financial Partners, LLC | 5 | 1 | 0.02% | 0.06% | 0.14% | Q2 2019 | Q1 2022 | 9 |
Americana Partners, LLC | 9 | 9 | 0.18% | 0.35% | 0.58% | Q3 2021 | Q3 2023 | 9 |
Rockefeller Capital Management L.P. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 9 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Geneos Wealth Management Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 8 | 8 | 0.10% | 0.59% | 1.19% | Q3 2021 | Q2 2023 | 8 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
PRIMORIS WEALTH ADVISORS, LLC | 8 | 8 | 1.33% | 1.79% | 2.25% | Q4 2021 | Q3 2023 | 8 |
Cetera Investment Advisers | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Valmark Advisers, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
CITIGROUP INC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
VICUS CAPITAL | 6 | 6 | 0.02% | 0.24% | 0.50% | Q2 2022 | Q3 2023 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Darwin Wealth Management, LLC | 6 | 6 | 0.22% | 0.31% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Strategic Blueprint, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 6 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Private Capital Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 5 |
Qube Research & Technologies Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
American Portfolios Advisors | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 5 | 5 | 0.17% | 0.19% | 0.22% | Q4 2018 | Q4 2019 | 5 |
NATIONAL BANK OF CANADA /FI/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Goodwin Investment Advisory | 4 | 4 | 16.52% | 17.89% | 19.24% | Q4 2022 | Q3 2023 | 4 |
TOTAL INVESTMENT MANAGEMENT INC | 3 | 1 | 0.41% | 0.49% | 0.53% | Q3 2019 | Q1 2021 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.10% | 0.25% | 0.37% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Lineweaver Wealth Advisors, LLC | 4 | 4 | 1.86% | 2.21% | 2.50% | Q2 2020 | Q1 2021 | 4 |
Strengthening Families & Communities, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
AMERIPRISE FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
BMS Financial Advisors, LLC | 2 | 1 | 0.23% | 0.98% | 1.71% | Q1 2022 | Q2 2023 | 4 |
AVAII WEALTH MANAGEMENT, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.01% | 0.13% | 0.19% | Q3 2020 | Q3 2022 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
PFG Advisors | 3 | 3 | 0.08% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.15% | 0.16% | 0.18% | Q4 2021 | Q2 2022 | 3 |
Unison Advisors LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q3 2020 | Q1 2021 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Steward Partners Investment Advisory, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 3 |
SOA Wealth Advisors, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.17% | 0.19% | 0.20% | Q2 2022 | Q4 2022 | 3 |
Truadvice, LLC | 3 | 3 | 0.09% | 0.29% | 0.53% | Q1 2023 | Q3 2023 | 3 |
GeoWealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 3 |
LANDAAS & CO /WI /ADV | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Raymond James Financial Services Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
FISCHER INVESTMENT STRATEGIES, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Pensionmark Financial Group, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2021 | Q2 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
WFG Advisors, LP | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2017 | Q2 2017 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Hoxton Planning & Management, LLC | 2 | 2 | 0.26% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
CFO4Life Group, LLC | 1 | 1 | 0.05% | 0.95% | 1.84% | Q4 2022 | Q2 2023 | 2 |
3EDGE Asset Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Forbes Financial Planning, Inc. | 1 | 1 | 3.01% | 3.01% | 3.01% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Scarborough Advisors, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2022 | Q1 2022 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Jefferies Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Custos Family Office, LLC | 1 | 1 | 6.22% | 6.22% | 6.22% | Q3 2023 | Q3 2023 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2019 | Q4 2019 | 1 |
Sigma Planning Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sterling Group Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Prism Advisors, Inc. | 1 | 1 | 7.51% | 7.51% | 7.51% | Q3 2023 | Q3 2023 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CFO4Life, L.P. | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2022 | Q4 2022 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 6.91% | 6.91% | 6.91% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own FIDELITY COVINGTON TRUST or have owned FIDELITY COVINGTON TRUST in the past.