FIDELITY COVINGTON TRUST shareholder history

Current and past FIDELITY COVINGTON TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1810.00%0.00%0.01%Q4 2013Q2 202478
MORGAN STANLEY 42420.00%0.00%0.00%Q1 2014Q2 202442
BANK OF AMERICA CORP /DE/ 41410.00%0.00%0.00%Q2 2014Q2 202441
VICUS CAPITAL 40400.16%0.86%4.16%Q3 2014Q2 202440
UBS Group AG 39390.00%0.00%0.01%Q4 2014Q2 202440
Court Place Advisors, LLC 40400.15%0.60%1.42%Q3 2014Q2 202440
SPINNAKER TRUST 39390.09%0.59%1.23%Q4 2014Q2 202439
WELLS FARGO & COMPANY/MN 39390.00%0.00%0.01%Q4 2014Q2 202439
Sigma Planning Corp 39390.04%0.19%0.60%Q4 2014Q2 202439
ENVESTNET ASSET MANAGEMENT INC 3720.00%0.06%0.18%Q2 2014Q2 202439
Traynor Capital Management, Inc. 39390.55%1.23%2.22%Q4 2014Q2 202439
LYNCH & ASSOCIATES/IN 38380.12%0.40%0.85%Q1 2015Q2 202438
Creative Planning 2710.00%0.00%0.01%Q2 2014Q2 202438
Advisory Services Network, LLC 3080.00%0.49%1.30%Q4 2014Q2 202438
LPL Financial LLC 3170.00%0.01%0.02%Q3 2014Q2 202438
Rehmann Capital Advisory Group 1820.08%0.28%0.50%Q2 2014Q2 202438
Cambridge Investment Research Advisors, Inc. 3610.02%0.10%0.29%Q3 2014Q2 202437
ROYAL BANK OF CANADA 3410.00%0.00%0.00%Q3 2014Q2 202437
JPMORGAN CHASE & CO 35350.00%0.00%0.00%Q4 2015Q2 202435
AMERIPRISE FINANCIAL INC 34340.00%0.00%0.02%Q1 2016Q2 202434
Beaumont Financial Partners, LLC 34340.14%1.76%4.19%Q2 2014Q3 202234
IFP Advisors, Inc 20140.00%0.07%0.37%Q4 2015Q2 202434
King Wealth Management Group 34340.87%2.15%4.27%Q1 2016Q2 202434
FMR LLC 3220.00%0.00%0.00%Q3 2015Q2 202434
Brinker Capital Investments, LLC 2850.01%0.09%0.19%Q4 2013Q4 202233
Mariner, LLC 32320.01%0.02%0.05%Q3 2016Q2 202432
Atlas Brown,Inc. 32320.01%0.44%0.76%Q3 2016Q2 202432
WEALTHSOURCE PARTNERS, LLC 32320.03%0.39%1.52%Q1 2016Q4 202332
Parallel Advisors, LLC 31310.02%0.49%1.05%Q4 2016Q2 202431
Geneos Wealth Management Inc. 31310.00%0.02%0.05%Q4 2016Q2 202431
NORTHERN TRUST CORP 3010.00%0.00%0.00%Q3 2016Q2 202431
Lido Advisors, LLC 31310.23%1.72%2.69%Q4 2016Q2 202431
Armor Investment Advisors, LLC 31311.10%3.50%5.42%Q4 2016Q2 202431
Allworth Financial LP 30300.00%0.01%0.05%Q1 2017Q2 202430
Freedom Investment Management, Inc. 2210.02%0.57%1.96%Q2 2016Q2 202430
Global Retirement Partners, LLC 30300.01%0.11%0.47%Q1 2017Q2 202430
LINCOLN NATIONAL CORP 2640.01%0.06%0.16%Q3 2016Q1 202430
CWM, LLC 1170.00%0.00%0.00%Q2 2016Q2 202429
WHALEROCK POINT PARTNERS, LLC 29290.12%0.67%1.04%Q2 2017Q2 202429
MML INVESTORS SERVICES, LLC 29290.00%0.04%0.08%Q2 2017Q2 202429
Curi RMB Capital, LLC 29290.06%0.13%0.24%Q2 2017Q2 202429
HighTower Advisors, LLC 29290.01%0.01%0.02%Q2 2017Q2 202429
Cetera Advisor Networks LLC 2810.01%0.02%0.03%Q3 2016Q4 202329
Snowden Capital Advisors LLC 29290.11%0.22%0.36%Q2 2017Q2 202429
Buffington Mohr McNeal 29290.19%0.26%0.31%Q2 2017Q2 202429
Stone House Investment Management, LLC 2350.01%1.80%4.53%Q4 2016Q4 202328
Exchange Capital Management, Inc. 28280.46%1.21%1.61%Q3 2017Q2 202428
Sunbelt Securities, Inc. 28280.02%0.22%0.33%Q3 2017Q2 202428
JANE STREET GROUP, LLC 710.00%0.00%0.01%Q2 2014Q3 202327
RWA WEALTH PARTNERS, LLC 27270.08%0.65%1.40%Q4 2017Q2 202427
Smith Salley Wealth Management 27270.14%0.35%0.56%Q4 2017Q2 202427
Portfolio Strategies, Inc. 27270.42%1.85%5.87%Q4 2017Q2 202427
CREATIVE FINANCIAL DESIGNS INC /ADV 1890.00%0.03%0.07%Q4 2016Q2 202427
Mutual Advisors, LLC 27270.02%0.17%0.48%Q4 2017Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.11%0.17%0.24%Q4 2017Q2 202427
Raymond James Financial Services Advisors, Inc. 26260.00%0.01%0.01%Q1 2018Q2 202426
Stratos Wealth Partners, LTD. 2240.01%0.01%0.02%Q4 2017Q2 202426
DUNCKER STREETT & CO INC 26260.05%0.19%0.30%Q1 2018Q2 202426
Valmark Advisers, Inc. 26260.01%0.01%0.02%Q1 2018Q2 202426
Tower Research Capital LLC (TRC) 1210.00%0.07%0.26%Q4 2014Q2 202426
Mascoma Wealth Management LLC 15110.02%0.28%1.35%Q4 2016Q2 202426
VALLEY NATIONAL ADVISERS INC 26260.01%0.03%0.11%Q1 2018Q2 202426
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26260.00%0.02%0.03%Q1 2018Q2 202426
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 25250.19%0.51%0.93%Q2 2018Q2 202425
Valeo Financial Advisors, LLC 25250.00%0.02%0.03%Q2 2018Q2 202425
GOLDMAN SACHS GROUP INC 1420.00%0.00%0.01%Q4 2013Q3 202325
Private Advisor Group, LLC 1710.00%0.02%0.04%Q2 2015Q2 202425
Citadel Advisors 510.00%0.00%0.00%Q4 2014Q2 202425
PNC FINANCIAL SERVICES GROUP, INC. 2410.00%0.00%0.00%Q2 2015Q2 202425
D'Orazio & Associates, Inc. 25250.06%0.15%0.24%Q2 2018Q2 202425
Summit X, LLC 25250.06%0.58%1.98%Q2 2018Q2 202425
AdvisorNet Financial, Inc 24240.00%0.08%0.28%Q3 2018Q2 202424
Prospera Financial Services Inc 2220.01%0.10%0.18%Q2 2017Q2 202424
STIFEL FINANCIAL CORP 24240.00%0.02%0.02%Q3 2018Q2 202424
BRIGHTON JONES LLC 2220.03%0.08%0.11%Q2 2018Q2 202424
Ahrens Investment Partners LLC 24240.12%0.37%0.76%Q2 2017Q1 202324
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.03%Q3 2018Q2 202424
Financial Partners Group, Inc 24240.18%3.24%4.53%Q3 2018Q2 202424
Canton Hathaway, LLC 24240.09%0.28%0.51%Q3 2018Q2 202424
PFG Advisors 2120.08%0.42%0.94%Q1 2018Q2 202423
Fisher Asset Management, LLC 2110.00%0.00%0.00%Q2 2018Q2 202423
LADENBURG THALMANN FINANCIAL SERVICES INC. 23230.01%0.21%1.04%Q2 2014Q4 201923
RAYMOND JAMES & ASSOCIATES 23230.00%0.00%0.01%Q4 2018Q2 202423
CITIGROUP INC 710.00%0.00%0.01%Q4 2013Q2 202423
B. Riley Wealth Advisors, Inc. 820.01%0.07%0.24%Q4 2014Q2 202423
Full Sail Capital, LLC 23233.45%6.48%7.75%Q4 2018Q2 202423
First Horizon Advisors, Inc. 22220.00%0.00%0.01%Q1 2019Q2 202422
Ancora Advisors LLC 2110.00%0.06%0.11%Q3 2018Q2 202422
Janney Montgomery Scott LLC 22220.00%0.01%0.01%Q1 2019Q2 202422
Kelly Financial Services LLC 22220.01%0.01%0.01%Q1 2019Q2 202422
TRAPHAGEN INVESTMENT ADVISORS LLC 22220.08%0.74%4.72%Q1 2019Q2 202422
ADIRONDACK TRUST CO 21210.02%0.13%0.21%Q2 2019Q2 202421
Avior Wealth Management, LLC 21210.02%0.07%0.22%Q2 2019Q2 202421
DFPG INVESTMENTS, LLC 21210.06%0.21%0.47%Q4 2018Q4 202321
SVB WEALTH LLC 21210.02%0.08%0.36%Q2 2019Q2 202421
SIGNATUREFD, LLC 1910.00%0.00%0.01%Q4 2018Q2 202420
Anchor Investment Management, LLC 20200.00%0.19%0.32%Q2 2019Q1 202420
JSF Financial, LLC 20200.19%0.30%0.74%Q3 2019Q2 202420
Colonial Trust Advisors 1370.01%0.04%0.06%Q3 2018Q2 202420
PERSONAL CFO SOLUTIONS, LLC 20200.07%0.80%1.34%Q3 2019Q2 202420
AE Wealth Management LLC 1910.00%0.02%0.05%Q1 2019Q2 202420
Archer Investment Corp 1820.00%0.02%0.10%Q4 2018Q2 202420
CKW FINANCIAL GROUP 20200.00%0.00%0.01%Q3 2019Q2 202420
Investors Research Corp 20200.00%0.08%0.22%Q3 2019Q2 202420
Atria Investments, Inc 620.02%0.04%0.06%Q1 2017Q2 202420
River Wealth Advisors LLC 1730.04%0.08%0.10%Q2 2018Q2 202420
ATLAS CAPITAL ADVISORS LLC 20200.15%1.00%2.04%Q3 2019Q2 202420
FMA ADVISORY INC 1910.13%0.41%0.68%Q2 2015Q3 202120
Plante Moran Financial Advisors, LLC 19190.00%0.01%0.06%Q4 2019Q2 202419
Arkadios Wealth Advisors 19190.04%0.11%0.29%Q4 2019Q2 202419
TANDEM CAPITAL MANAGEMENT CORP /ADV 19190.32%0.54%0.65%Q4 2019Q2 202419
PRUDENTIAL FINANCIAL INC 19190.00%0.01%0.02%Q4 2019Q2 202419
Patriot Financial Group Insurance Agency, LLC 1610.01%0.51%1.24%Q3 2018Q2 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Samalin Investment Counsel, LLC 19190.29%0.49%0.79%Q4 2019Q2 202419
Maltin Wealth Management, Inc. 19191.05%1.32%1.89%Q4 2019Q2 202419
Apriem Advisors 19190.04%0.05%0.06%Q4 2019Q2 202419
TBH Global Asset Management, LLC 19190.57%0.91%1.07%Q4 2019Q2 202419
EPG Wealth Management LLC 19190.62%0.81%1.11%Q4 2019Q2 202419
Secure Asset Management, LLC 19190.19%0.46%0.72%Q4 2019Q2 202419
Belpointe Asset Management LLC 1310.02%0.06%0.18%Q4 2017Q2 202419
Lineweaver Wealth Advisors, LLC 19190.06%0.86%3.38%Q4 2019Q2 202419
Halpern Financial, Inc. 19190.01%5.35%9.72%Q4 2019Q2 202419
Crumly & Associates Inc. 19190.42%2.81%10.94%Q4 2019Q2 202419
M&R CAPITAL MANAGEMENT INC 19190.01%0.01%0.02%Q2 2016Q4 202019
Integrated Advisors Network LLC 19190.03%0.06%0.13%Q4 2019Q2 202419
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1720.00%0.00%0.01%Q1 2018Q1 202419
J.P. Morgan Private Wealth Advisors LLC 1090.00%0.00%0.01%Q4 2018Q3 202319
Element Wealth, LLC 19190.01%0.09%0.21%Q4 2019Q2 202419
TRUIST FINANCIAL CORP 18180.00%0.01%0.03%Q4 2019Q1 202418
Atlas Private Wealth Management, LLC 18180.42%0.90%1.35%Q4 2019Q1 202418
PARK AVENUE SECURITIES LLC 1710.01%0.02%0.04%Q4 2019Q2 202418
RFG Advisory, LLC 18180.02%0.07%0.22%Q1 2020Q2 202418
FormulaFolio Investments, LLC 910.03%0.89%3.12%Q2 2015Q2 202118
Tranquility Partners, LLC 1710.14%0.17%0.24%Q4 2019Q2 202418
Mokosak Advisory Group, LLC 18180.97%1.16%1.44%Q1 2020Q2 202418
Cornerstone Wealth Group, LLC 1710.03%0.77%1.12%Q1 2019Q2 202418
LIBERTY WEALTH MANAGEMENT LLC 1260.01%0.07%0.18%Q4 2018Q2 202418
RAND WEALTH, LLC 18180.03%0.44%0.76%Q2 2014Q3 201818
Soltis Investment Advisors LLC 1710.09%0.25%0.94%Q4 2019Q2 202418
AGF Investments LLC 18180.00%0.00%0.00%Q1 2018Q2 202218
Eldridge Investment Advisors, Inc. 1710.08%0.10%0.14%Q4 2019Q2 202418
American Portfolios Advisors 18180.00%0.00%0.00%Q2 2018Q3 202218
BANK OF MONTREAL /CAN/ 1710.00%0.00%0.00%Q4 2019Q2 202418
CLIENT 1ST ADVISORY GROUP, LLC 18180.64%1.30%2.45%Q1 2020Q2 202418
McIlrath & Eck, LLC 18180.00%0.00%0.00%Q1 2020Q2 202418
Rosenberg Matthew Hamilton 18180.06%0.09%0.13%Q1 2020Q2 202418
Strategic Blueprint, LLC 18180.08%0.60%1.63%Q1 2020Q2 202418
OSAIC HOLDINGS, INC. 18180.02%0.05%0.09%Q1 2020Q2 202418
Cypress Wealth Services, LLC 18180.09%0.12%0.15%Q4 2017Q1 202218
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 18180.07%0.10%0.12%Q1 2020Q2 202418
M Holdings Securities, Inc. 18180.09%0.18%0.24%Q4 2014Q1 201918
MAGNOLIA CAPITAL MANAGEMENT LTD 18180.21%0.28%0.40%Q1 2020Q2 202418
Cutler Group LLC / CA 410.00%0.00%0.00%Q1 2018Q1 202417
FRANKLIN RESOURCES INC 17170.00%0.00%0.00%Q2 2020Q2 202417
CAPTRUST FINANCIAL ADVISORS 17170.00%0.00%0.01%Q2 2020Q2 202417
Financial Perspectives, Inc 17170.08%0.72%1.74%Q2 2020Q2 202417
J.W. COLE ADVISORS, INC. 1110.14%0.23%0.31%Q4 2019Q2 202417
Brookstone Capital Management 1310.05%0.21%0.87%Q4 2015Q2 202417
Princeton Global Asset Management LLC 17170.01%0.01%0.01%Q2 2020Q2 202417
ACG Wealth 17170.04%0.09%0.20%Q3 2018Q3 202217
Visionary Wealth Advisors 17170.03%0.17%0.50%Q2 2020Q2 202417
Stratos Wealth Advisors, LLC 1250.01%0.06%0.13%Q1 2020Q2 202417
Wealthstar Advisors, LLC 1250.13%0.39%0.67%Q1 2019Q1 202417
Lehman & Derafelo Financial Resources LLC 17170.04%0.09%0.15%Q4 2018Q4 202217
Certified Advisory Corp 650.01%0.04%0.06%Q1 2019Q2 202417
Willingdon Wealth Management 1610.00%0.15%0.24%Q4 2015Q1 202017
BECK CAPITAL MANAGEMENT, LLC 1250.17%1.46%2.96%Q4 2014Q4 202117
CVA Family Office, LLC 1430.01%0.05%0.11%Q1 2020Q2 202417
Financial Gravity Asset Management, Inc. 510.00%0.04%0.25%Q1 2018Q1 202416
CIBC Private Wealth Group LLC 930.00%0.00%0.00%Q4 2017Q2 202416
Kestra Advisory Services, LLC 16160.06%0.16%0.37%Q3 2020Q2 202416
Bedel Financial Consulting, Inc. 16160.00%0.01%0.02%Q2 2018Q1 202216
KESTRA PRIVATE WEALTH SERVICES, LLC 16160.07%0.11%0.21%Q3 2020Q2 202416
Core Wealth Advisors, Inc. 16160.01%0.01%0.01%Q2 2020Q1 202416
BEAM WEALTH ADVISORS, INC. 1420.14%1.69%5.23%Q1 2020Q1 202416
THRIVENT FINANCIAL FOR LUTHERANS 16160.00%0.01%0.02%Q3 2020Q2 202416
SMITH SHELLNUT WILSON LLC /ADV 16160.57%1.10%2.96%Q3 2020Q2 202416
LexAurum Advisors, LLC 16160.08%0.13%0.24%Q2 2020Q1 202416
Cooper Financial Group 970.06%0.82%1.79%Q1 2020Q2 202416
CENTAURUS FINANCIAL, INC. 1510.00%0.03%0.10%Q2 2018Q1 202416
MERCER GLOBAL ADVISORS INC /ADV 16160.00%0.01%0.01%Q3 2020Q2 202416
NewEdge Advisors, LLC 1310.01%0.04%0.08%Q4 2019Q2 202416
Equitable Holdings, Inc. 880.00%0.02%0.04%Q2 2020Q2 202416
FLAGSHIP HARBOR ADVISORS, LLC 16160.01%0.02%0.03%Q2 2018Q1 202216
Altus Wealth Group LLC 15150.20%0.26%0.32%Q4 2020Q2 202415
HOEY INVESTMENTS, INC 15150.00%0.00%0.00%Q4 2020Q2 202415
TUCKER ASSET MANAGEMENT LLC 15150.01%0.01%0.05%Q4 2020Q2 202415
Belvedere Trading LLC 420.00%0.00%0.00%Q4 2022Q2 202415
Capital Planning LLC 15150.17%0.37%1.02%Q4 2020Q2 202415
PRICE T ROWE ASSOCIATES INC /MD/ 15150.00%0.00%0.00%Q4 2020Q2 202415
55I, LLC 15150.21%0.76%2.19%Q1 2019Q3 202215
Newbridge Financial Services Group, Inc. 15150.01%0.02%0.03%Q3 2020Q1 202415
Calamos Wealth Management LLC 15150.02%0.02%0.03%Q4 2020Q2 202415
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1410.07%0.10%0.16%Q1 2018Q4 202115
KCM INVESTMENT ADVISORS LLC 15150.02%0.06%0.16%Q4 2020Q2 202415
BLAIR WILLIAM & CO/IL 1210.00%0.00%0.01%Q4 2019Q2 202415
Advisor Group, Inc. 15150.00%0.01%0.03%Q2 2016Q4 201915
NWAM LLC 1310.05%0.12%0.22%Q1 2018Q4 202315
SOA Wealth Advisors, LLC. 15150.00%0.00%0.01%Q4 2020Q2 202415
Commonwealth Equity Services, Inc 15150.01%0.06%0.10%Q1 2014Q3 201715
BlackRock Finance, Inc. 1210.00%0.00%0.00%Q1 2017Q2 202414
Shamrock Asset Management LLC 820.00%0.09%0.29%Q2 2014Q3 201814
Thrive Capital Management, LLC 1310.18%0.29%0.47%Q4 2020Q2 202414
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 14141.13%1.58%1.82%Q3 2014Q4 201714
Lebenthal Global Advisors, LLC 770.05%0.10%0.18%Q4 2020Q2 202414
McClarren Financial Advisors, Inc. 860.00%0.01%0.02%Q4 2020Q2 202414
Wealthcare Advisory Partners LLC 810.00%0.01%0.02%Q2 2018Q2 202414
HUNTINGTON NATIONAL BANK 950.00%0.00%0.00%Q4 2020Q2 202414
Spire Wealth Management 14140.02%0.04%0.04%Q1 2021Q2 202414
ENTERPRISE FINANCIAL SERVICES CORP 14140.06%0.65%1.45%Q1 2019Q2 202214
PrairieView Partners, LLC 14140.00%0.00%0.00%Q1 2021Q2 202414
Newfound Research LLC 770.02%1.46%3.22%Q1 2017Q3 202014
Birchcreek Wealth Management, LLC 13130.33%1.69%2.68%Q1 2021Q1 202413
NAVELLIER & ASSOCIATES INC 13130.31%0.38%0.47%Q2 2021Q2 202413
Western Wealth Management, LLC 630.01%0.07%0.17%Q1 2020Q2 202413
WOLVERINE TRADING, LLC 610.00%0.00%0.00%Q2 2017Q1 202113
Focus Financial Network, Inc. 720.04%0.09%0.28%Q1 2020Q2 202413
North Star Investment Management Corp. 13130.01%0.01%0.01%Q2 2021Q2 202413
Bogart Wealth, LLC 13130.00%0.01%0.02%Q2 2021Q2 202413
Xcel Wealth Management, LLC 13130.12%0.15%0.20%Q2 2020Q2 202313
Founders Capital Management 13130.00%0.00%0.00%Q2 2021Q2 202413
BOK Financial Private Wealth, Inc. 910.01%0.04%0.31%Q4 2019Q2 202413
Sugarloaf Wealth Management, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Front Row Advisors LLC 13130.00%0.00%0.00%Q2 2021Q2 202413
NorthCoast Asset Management LLC 13130.02%0.30%0.58%Q3 2018Q3 202113
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 850.01%0.01%0.02%Q1 2021Q2 202413
BENJAMIN F. EDWARDS & COMPANY, INC. 710.00%0.02%0.06%Q4 2018Q2 202413
Sowell Financial Services LLC 710.03%0.09%0.28%Q4 2018Q4 202313
West Branch Capital LLC 13130.00%0.00%0.01%Q2 2021Q2 202413
AMERICAN NATIONAL BANK & TRUST 13130.01%0.18%0.45%Q2 2021Q2 202413
BCS Wealth Management 1030.14%0.19%0.34%Q4 2020Q1 202413
Bank of New York Mellon Corp 910.00%0.00%0.00%Q4 2017Q2 202413
HARBOUR INVESTMENTS, INC. 940.03%0.03%0.08%Q1 2021Q2 202413
Realta Investment Advisors 720.00%0.05%0.09%Q2 2019Q2 202412
Renaissance Technologies 320.00%0.00%0.00%Q3 2020Q2 202412
Sequent Asset Management, LLC 1010.13%0.80%1.16%Q4 2019Q4 202312
Cetera Investment Advisers 750.01%0.02%0.05%Q4 2020Q1 202412
JNBA Financial Advisors 12120.00%0.00%0.00%Q1 2019Q4 202112
Almanack Investment Partners, LLC. 12120.04%0.10%0.15%Q3 2021Q2 202412
Sound Income Strategies, LLC 930.00%0.00%0.01%Q4 2017Q2 202412
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.14%0.26%0.37%Q4 2018Q3 202112
Stonebridge Capital Advisors LLC 1110.00%0.00%0.00%Q2 2019Q3 202312
Advisory Alpha, LLC 810.00%0.05%0.11%Q1 2017Q3 202012
Farmers & Merchants Trust Co of Chambersburg PA 12120.01%0.01%0.04%Q1 2021Q4 202312
Tradition Wealth Management, LLC 1110.00%0.05%0.28%Q4 2020Q4 202312
Reitz Capital Advisors LLC 1110.16%0.40%0.54%Q4 2018Q4 202112
TNF LLC 12120.12%0.15%0.17%Q3 2021Q2 202412
Krilogy Financial LLC 1110.03%0.04%0.07%Q3 2015Q3 201812
Apexium Financial, LP 810.08%0.17%0.41%Q3 2020Q2 202412
Global Financial Private Client, LLC 750.01%0.25%0.74%Q4 2019Q2 202412
KCS Wealth Advisory 1010.06%0.17%0.26%Q3 2019Q3 202311
Ameritas Advisory Services, LLC 11110.06%0.09%0.12%Q4 2021Q2 202411
Gradient Investments LLC 810.00%0.00%0.00%Q3 2020Q2 202411
Lindbrook Capital, LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
PRIMORIS WEALTH ADVISORS, LLC 11111.50%2.40%4.64%Q4 2021Q2 202411
SOUTHERN CAPITAL ADVISORS, LLC 11111.60%2.53%4.54%Q4 2021Q2 202411
Lifeworks Advisors, LLC 11112.28%3.12%4.80%Q4 2021Q2 202411
CreativeOne Wealth, LLC 740.02%0.03%0.05%Q4 2020Q1 202411
LEVEL FOUR ADVISORY SERVICES, LLC 11110.06%0.07%0.09%Q4 2021Q2 202411
YorkBridge Wealth Partners, LLC 11110.04%0.06%0.07%Q4 2016Q2 201911
Rise Advisors, LLC 11110.26%0.52%0.96%Q4 2021Q2 202411
Charles Schwab Investment Advisory, Inc. 830.00%0.27%0.58%Q1 2018Q1 202411
FIFTH THIRD SECURITIES, INC. 920.03%0.07%0.23%Q3 2021Q2 202411
SYNOVUS FINANCIAL CORP 1010.00%0.00%0.01%Q2 2017Q2 202011
Midwest Heritage Bank, FSB 11110.21%0.46%1.23%Q4 2021Q2 202411
Clearview Wealth Advisors LLC 11110.07%0.34%1.15%Q4 2020Q2 202311
Winslow, Evans & Crocker, Inc. 11110.00%0.00%0.00%Q1 2015Q3 201711
PFS Partners, LLC 11110.00%0.19%0.44%Q4 2021Q2 202411
Congress Wealth Management LLC / DE / 11110.01%0.02%0.04%Q4 2021Q2 202411
Retirement Planning Group, LLC 740.04%0.08%0.30%Q2 2021Q2 202411
Dakota Wealth Management 810.02%0.04%0.05%Q3 2020Q2 202411
HOWE & RUSLING INC 910.00%0.01%0.02%Q4 2016Q1 202111
PGIM Custom Harvest LLC 740.06%0.75%2.47%Q4 2020Q2 202411
Capital Investment Advisory Services, LLC 640.00%0.02%0.04%Q1 2020Q2 202410
Concord Wealth Partners 730.03%0.03%0.04%Q4 2021Q2 202410
Atria Wealth Solutions, Inc. 10100.12%0.17%0.23%Q1 2022Q2 202410
OLIVER LAGORE VANVALIN INVESTMENT GROUP 10100.00%0.01%0.04%Q1 2022Q2 202410
Lee Financial Co 10100.00%0.00%0.00%Q1 2017Q2 201910
HRT FINANCIAL LP 410.00%0.05%0.30%Q3 2015Q1 202310
Rockefeller Capital Management L.P. 10100.00%0.00%0.01%Q3 2021Q4 202310
NEXT Financial Group, Inc 610.00%0.00%0.00%Q4 2018Q4 202110
MAI Capital Management 520.00%0.00%0.01%Q4 2020Q2 202410
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 640.00%0.00%0.00%Q2 2020Q2 202410
Tyler-Stone Wealth Management 550.02%0.02%0.02%Q4 2021Q2 202410
Accel Wealth Management 10100.02%0.05%0.09%Q4 2020Q1 202310
Claro Advisors LLC 820.10%0.18%0.53%Q4 2021Q2 202410
FLOW TRADERS U.S. LLC 310.00%0.09%0.52%Q4 2013Q4 202210
SUNTRUST BANKS INC 10100.01%0.02%0.03%Q2 2017Q3 201910
Horan Securities, Inc. 640.00%0.01%0.01%Q2 2018Q4 202010
Summit Place Financial Advisors, LLC 910.12%0.35%0.54%Q3 2020Q2 202410
Beacon Capital Management, LLC 10100.01%0.03%0.03%Q1 2022Q2 202410
HSBC HOLDINGS PLC 10100.00%0.00%0.00%Q1 2020Q2 202210
Hilton Capital Management, LLC 10100.07%0.07%0.08%Q3 2017Q4 201910
WealthShield Partners, LLC 640.03%0.06%0.09%Q1 2021Q2 202410
Fingerlakes Wealth Management, Inc. 10100.32%1.59%3.06%Q1 2022Q2 202410
Argentus Capital Management, LLC 10100.01%0.19%0.46%Q2 2014Q3 201610
WFG Advisors, LP 910.01%0.02%0.06%Q4 2014Q2 201710
Larson Financial Group LLC 10100.00%0.01%0.05%Q1 2022Q2 202410
HAZLETT, BURT & WATSON, INC. 10100.07%0.08%0.08%Q1 2022Q2 202410
Orion Portfolio Solutions, LLC 610.00%0.03%0.08%Q4 2019Q2 202410
EXENCIAL WEALTH ADVISORS, LLC 410.01%0.01%0.02%Q3 2020Q2 202410
Evergreen Wealth Solutions, LLC 10100.25%0.67%1.15%Q1 2022Q2 202410
DEUTSCHE BANK AG\ 510.00%0.00%0.00%Q4 2014Q3 202210
Safeguard Financial, LLC 990.20%0.26%0.36%Q2 2022Q2 20249
Connectus Wealth, LLC 990.09%0.32%0.67%Q1 2022Q1 20249
Moisand Fitzgerald Tamayo, LLC 990.01%0.02%0.02%Q2 2022Q2 20249
HB Wealth Management, LLC 710.00%0.00%0.01%Q4 2021Q2 20249
KEYBANK NATIONAL ASSOCIATION/OH 990.00%0.01%0.01%Q2 2022Q2 20249
Cornell Pochily Investment Advisors, Inc. 510.09%0.10%0.11%Q4 2020Q2 20249
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 630.00%0.00%0.00%Q3 2021Q2 20249
VIVID FINANCIAL MANAGEMENT, INC. 990.36%1.66%2.80%Q4 2019Q4 20219
Copperleaf Capital, LLC 990.22%1.01%1.41%Q2 2020Q2 20229
Stonebridge Financial Planning Group, LLC 990.45%0.69%0.93%Q2 2022Q2 20249
Ameritas Investment Company, LLC 990.02%0.06%0.11%Q3 2019Q3 20219
CoreCap Advisors, LLC 540.02%0.07%0.22%Q4 2021Q1 20249
FIRST FOUNDATION ADVISORS 520.01%0.01%0.01%Q1 2021Q2 20249
Investmark Advisory Group LLC 540.14%0.18%0.23%Q4 2021Q2 20249
Professional Financial Advisors, LLC 990.01%0.02%0.04%Q3 2020Q3 20229
FORTE ASSET MANAGEMENT LLC 990.44%1.02%2.66%Q2 2022Q2 20249
Madrona Financial Services, LLC 993.07%3.41%3.84%Q3 2020Q3 20229
Private Ocean, LLC 990.02%0.02%0.02%Q2 2022Q2 20249
Chicago Partners Investment Group LLC 990.10%0.13%0.16%Q2 2022Q2 20249
KINGS POINT CAPITAL MANAGEMENT 990.01%0.01%0.01%Q1 2020Q1 20229
SILVER OAK SECURITIES, INCORPORATED 990.07%0.08%0.10%Q2 2022Q2 20249
Walkner Condon Financial Advisors LLC 990.16%0.19%0.21%Q2 2022Q2 20249
Waypoint Wealth Partners Inc. 990.36%0.44%0.75%Q1 2021Q1 20239
Fortis Advisors, LLC 990.00%0.01%0.02%Q1 2021Q1 20239
Independent Wealth Network Inc. 630.13%0.16%0.20%Q3 2021Q2 20249
Fulcrum Equity Management 310.30%1.77%4.49%Q3 2020Q2 20249
Qube Research & Technologies Ltd 630.00%0.00%0.00%Q1 2022Q2 20249
PARAMETRIC PORTFOLIO ASSOCIATES LLC 720.00%0.00%0.00%Q2 2018Q1 20229
EP Wealth Advisors, LLC 510.00%0.01%0.01%Q4 2020Q2 20249
Steward Partners Investment Advisory, LLC 810.00%0.00%0.00%Q1 2020Q2 20249
Versant Capital Management, Inc 990.01%0.01%0.01%Q1 2021Q1 20239
BUCKINGHAM STRATEGIC WEALTH, LLC 510.00%0.00%0.01%Q2 2021Q2 20248
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 530.10%0.13%0.20%Q4 2021Q2 20248
US BANCORP \DE\ 880.00%0.00%0.00%Q3 2022Q2 20248
Partnervest Advisory Services LLC 880.09%0.11%0.14%Q4 2018Q3 20208
Sequoia Financial Advisors, LLC 610.01%0.01%0.01%Q4 2019Q2 20248
Strengthening Families & Communities, LLC 510.00%0.01%0.06%Q4 2021Q2 20248
AMERICAN INTERNATIONAL GROUP, INC. 710.00%0.00%0.01%Q1 2014Q1 20168
HighMark Wealth Management LLC 880.02%0.02%0.03%Q3 2022Q2 20248
ASSETMARK, INC 310.00%0.00%0.00%Q4 2018Q2 20248
Horst & Graben Wealth Management LLC 880.08%0.73%1.38%Q1 2020Q4 20218
Robertson Stephens Wealth Management, LLC 710.02%0.05%0.07%Q2 2022Q2 20248
SALEM INVESTMENT COUNSELORS INC 880.00%0.00%0.00%Q3 2022Q2 20248
EVERETT HARRIS & CO /CA/ 620.00%0.00%0.01%Q2 2022Q2 20248
Global Wealth Management Investment Advisory, Inc. 410.01%0.01%0.01%Q2 2019Q4 20238
Cetera Advisors LLC 410.00%0.01%0.04%Q1 2019Q4 20238
Kore Private Wealth LLC 880.03%0.41%0.58%Q1 2020Q4 20218
Prostatis Group LLC 410.04%0.64%1.27%Q4 2019Q2 20238
Sandy Spring Bank 530.00%0.01%0.01%Q2 2019Q2 20228
MANUFACTURERS LIFE INSURANCE COMPANY, THE 880.00%0.00%0.00%Q4 2016Q3 20188
Firestone Capital Management 880.02%0.02%0.03%Q4 2019Q3 20218
Royal Fund Management, LLC 880.01%0.01%0.02%Q2 2018Q1 20208
Ranch Capital Advisors Inc. 880.03%0.03%0.04%Q4 2019Q3 20218
COMERICA SECURITIES,INC. 420.01%0.15%0.26%Q1 2019Q4 20228
Essex Financial Services, Inc. 530.02%0.04%0.06%Q1 2022Q2 20248
MISSION WEALTH MANAGEMENT, LP 880.01%0.02%0.02%Q3 2022Q2 20248
InterOcean Capital Group, LLC 610.01%0.02%0.02%Q4 2020Q1 20248
PATHSTONE FAMILY OFFICE, LLC 440.00%0.00%0.00%Q4 2018Q4 20208
MSI Financial Services Inc 610.00%0.00%0.00%Q3 2014Q4 20168
BROWN, LISLE/CUMMINGS, INC. 880.00%0.00%0.00%Q3 2022Q2 20248
WBH ADVISORY INC 880.04%0.04%0.05%Q4 2020Q3 20228
Meridian Wealth Management, LLC 880.02%0.04%0.10%Q2 2022Q1 20248
Willis Johnson & Associates, Inc. 880.04%0.04%0.05%Q3 2022Q2 20248
Virtu Financial LLC 510.08%0.27%0.66%Q1 2015Q1 20188
NorthLanding Financial Partners, LLC 881.45%4.00%5.96%Q3 2022Q2 20248
WEDBUSH SECURITIES INC 620.01%0.01%0.02%Q4 2021Q2 20248
Column Capital Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Farther Finance Advisors, LLC 770.01%0.02%0.04%Q4 2022Q2 20247
Sound View Wealth Advisors Group, LLC 770.04%0.06%0.06%Q4 2022Q2 20247
First Allied Advisory Services, Inc. 610.00%0.02%0.02%Q1 2017Q3 20197
Financial Freedom, LLC 770.36%0.47%0.53%Q4 2022Q2 20247
HERITAGE WEALTH MANAGEMENT, LLC 430.04%0.14%0.44%Q1 2021Q4 20227
Eley Financial Management, Inc 770.91%1.10%1.20%Q4 2022Q2 20247
Corient Private Wealth LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Baker Avenue Asset Management, LP 770.02%0.05%0.06%Q4 2022Q2 20247
AVANTAX ADVISORY SERVICES, INC. 520.01%0.01%0.01%Q3 2020Q2 20247
RHS Financial, LLC 610.16%0.22%0.31%Q1 2022Q1 20247
Elk River Wealth Management, LLC 310.05%0.06%0.12%Q4 2021Q2 20247
HBW ADVISORY SERVICES LLC 410.17%0.76%2.02%Q2 2020Q2 20237
LJI Wealth Management, LLC 770.07%0.10%0.14%Q4 2022Q2 20247
AGF MANAGEMENT LTD 770.03%0.11%0.25%Q4 2022Q2 20247
Virtus ETF Advisers LLC 770.07%1.30%4.40%Q1 2017Q3 20187
Richard W. Paul & Associates, LLC 770.01%0.01%0.01%Q4 2022Q2 20247
Colonial Trust Co / SC 770.02%0.02%0.02%Q4 2022Q2 20247
FIRST MANHATTAN CO. LLC. 430.00%0.00%0.00%Q3 2020Q3 20227
Avidian Wealth Enterprises, LLC 610.02%0.03%0.04%Q4 2021Q2 20247
Advisors Preferred, LLC 210.00%0.32%1.94%Q1 2017Q1 20247
Charter Oak Capital Management, LLC 770.00%0.01%0.02%Q4 2020Q2 20227
HHM Wealth Advisors, LLC 770.01%0.03%0.05%Q4 2022Q2 20247
BerganKDV Wealth Management, LLC 510.00%0.00%0.01%Q2 2018Q1 20227
Cascade Investment Advisors, Inc. 610.01%0.01%0.01%Q1 2021Q1 20237
Hardy Reed LLC 770.07%0.09%0.10%Q4 2022Q2 20247
New England Capital Financial Advisors LLC 770.05%0.06%0.07%Q4 2022Q2 20247
FDx Advisors, Inc. 770.01%0.01%0.02%Q4 2016Q2 20187
Red Door Wealth Management, LLC 310.05%0.07%0.16%Q1 2021Q2 20247
HOLLENCREST CAPITAL MANAGEMENT 770.00%0.00%0.00%Q4 2022Q2 20247
Beaumont Financial Advisors, LLC 770.18%0.37%0.49%Q4 2022Q2 20247
O'Dell Group, LLC 510.02%0.02%0.02%Q3 2021Q4 20237
MONEY CONCEPTS CAPITAL CORP 210.00%0.03%0.06%Q4 2020Q2 20247
Lodestone Wealth Management LLC 770.14%0.22%0.37%Q4 2022Q2 20247
Caerus Investment Advisors, LLC 410.46%0.52%0.59%Q4 2021Q4 20236
BB&T SECURITIES, LLC 420.01%0.07%0.17%Q1 2018Q3 20196
RDA Financial Network 660.10%0.15%0.21%Q4 2019Q1 20216
DAYMARK WEALTH PARTNERS, LLC 660.03%0.08%0.26%Q1 2023Q2 20246
FLC Capital Advisors 660.09%0.23%0.31%Q3 2020Q4 20216
Carmichael Hill & Associates, Inc. 660.00%0.00%0.00%Q1 2023Q2 20246
Kraft, Davis & Associates, LLC 511.98%2.96%3.55%Q4 2022Q2 20246
Archford Capital Strategies, LLC 660.05%0.06%0.07%Q2 2020Q3 20216
Yoder Wealth Management, Inc. 662.26%2.80%3.50%Q1 2023Q2 20246
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q1 2021Q2 20226
Glen Eagle Advisors, LLC 510.01%0.01%0.01%Q2 2022Q2 20246
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 310.03%0.03%0.06%Q3 2021Q2 20246
ROWLAND CARMICHAEL ADVISORS INC /ADV 420.21%0.34%0.44%Q1 2018Q4 20206
CREDIT SUISSE AG/ 410.00%0.00%0.00%Q3 2018Q4 20206
Charles Schwab Trust Co 660.05%0.25%0.37%Q3 2019Q4 20206
Ironwood Financial, llc 660.00%0.00%0.00%Q2 2020Q3 20216
Glass Jacobson Investment Advisors llc 510.11%0.12%0.13%Q4 2022Q2 20246
Schubert & Co 660.02%0.02%0.03%Q4 2021Q1 20236
Blue Trust, Inc. 310.00%0.00%0.00%Q2 2022Q2 20246
Rede Wealth, LLC 660.21%0.23%0.26%Q4 2020Q1 20226
TimeScale Financial, Inc. 420.00%0.01%0.02%Q1 2021Q2 20236
Prime Capital Investment Advisors, LLC 510.00%0.01%0.01%Q4 2019Q2 20246
IAM Advisory, LLC 420.13%0.16%0.18%Q4 2020Q2 20226
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 310.05%0.99%2.89%Q1 2018Q2 20246
LYELL WEALTH MANAGEMENT, LP 420.02%0.03%0.04%Q4 2021Q4 20236
One Wealth Advisors, LLC 660.13%0.38%0.77%Q4 2020Q1 20226
Austin Private Wealth, LLC 660.28%0.58%0.85%Q1 2020Q2 20216
Pacific Center for Financial Services 660.04%0.05%0.05%Q4 2016Q1 20186
U.S. Capital Wealth Advisors, LLC 510.01%0.01%0.02%Q4 2022Q2 20246
ARCADIA INVESTMENT MANAGEMENT CORP/MI 660.00%0.00%0.00%Q1 2023Q2 20246
Aptus Capital Advisors, LLC 510.00%0.05%0.14%Q4 2021Q2 20246
Cape Investment Advisory, Inc. 660.13%0.17%0.25%Q1 2023Q2 20246
SG Americas Securities, LLC 110.00%0.01%0.03%Q4 2014Q3 20186
Cresset Asset Management, LLC 510.00%0.00%0.00%Q1 2019Q2 20246
Ciovacco Capital Management LLC 660.70%2.58%4.64%Q4 2020Q1 20226
DAVENPORT & Co LLC 510.00%0.00%0.01%Q4 2021Q2 20246
Paragon Wealth Strategies, LLC 510.07%0.43%0.55%Q4 2018Q1 20226
GSA CAPITAL PARTNERS LLP 510.02%0.03%0.04%Q4 2020Q4 20236
Giralda Advisors, LLC 660.40%0.82%1.03%Q1 2015Q2 20166
Penserra Capital Management LLC 210.00%0.05%0.15%Q1 2018Q2 20236
Clearstead Trust, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
MATHER GROUP, LLC. 550.00%0.00%0.01%Q2 2023Q2 20245
Moors & Cabot, Inc. 550.02%0.02%0.03%Q2 2023Q2 20245
Marotta Asset Management 550.05%0.26%0.51%Q2 2023Q2 20245
Physician Wealth Advisors, Inc. 320.06%0.54%1.03%Q4 2020Q2 20225
Allegis Investment Advisors, LLC 320.10%0.29%0.50%Q4 2015Q1 20175
AVAII WEALTH MANAGEMENT, LLC 550.13%2.33%4.02%Q2 2023Q2 20245
WealthPLAN Partners, LLC 550.03%0.03%0.03%Q1 2020Q1 20215
OneDigital Investment Advisors LLC 210.00%0.01%0.03%Q4 2018Q4 20215
Strategic Asset Management, LLC 550.16%0.22%0.35%Q3 2021Q3 20225
Valley Brook Capital Group, Inc. 320.02%0.16%0.27%Q4 2020Q2 20245
Loveless Wealth Management LLC 550.15%0.33%0.43%Q2 2021Q2 20225
MARINO, STRAM & ASSOCIATES LLC 410.08%0.11%0.16%Q4 2017Q1 20195
Legacy Financial Advisors, Inc. 550.00%0.00%0.00%Q1 2018Q1 20195
Stratford Consulting, LLC 550.12%0.16%0.18%Q1 2015Q1 20165
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
Mirae Asset Global Investments Co., Ltd. 550.00%0.02%0.04%Q2 2023Q2 20245
WELCH CAPITAL PARTNERS LLC/NY 550.14%0.15%0.15%Q4 2021Q4 20225
Peak Financial Management, Inc. 550.51%0.56%0.62%Q4 2016Q4 20175
SWEENEY & MICHEL, LLC 320.35%0.40%0.48%Q1 2023Q2 20245
Adams Wealth Management 310.01%0.06%0.07%Q3 2020Q3 20235
Ken Stern & Associates, Inc. 550.09%0.15%0.25%Q3 2017Q3 20185
HM PAYSON & CO 550.00%0.00%0.00%Q2 2023Q2 20245
SouthState Corp 550.01%0.02%0.02%Q1 2022Q1 20235
Dynamic Advisor Solutions LLC 550.03%0.03%0.04%Q2 2023Q2 20245
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
Pathway Financial Advisers, LLC 320.02%0.04%0.05%Q4 2022Q1 20245
CAHILL FINANCIAL ADVISORS INC 550.06%0.07%0.09%Q1 2021Q1 20225
INSTRUMENTAL WEALTH, LLC 550.16%0.29%0.39%Q2 2023Q2 20245
FIFTH THIRD BANCORP 410.00%0.00%0.00%Q2 2021Q2 20235
SEVEN MILE ADVISORY 550.23%0.25%0.29%Q2 2023Q2 20245
Fiduciary Planning LLC 550.34%0.68%0.85%Q3 2020Q3 20215
Coppell Advisory Solutions LLC 310.00%0.00%0.01%Q4 2022Q2 20245
InterOcean Capital, LLC 320.02%0.03%0.05%Q1 2017Q2 20205
Cascadia Advisory Services, LLC 210.14%0.22%0.26%Q4 2019Q2 20215
Kerntke Otto McGlone Wealth Management Group 550.13%0.21%0.29%Q2 2020Q2 20215
FLPUTNAM INVESTMENT MANAGEMENT CO 550.01%0.01%0.01%Q2 2023Q2 20245
Baird Financial Group, Inc. 320.00%0.00%0.00%Q2 2019Q2 20245
Aveo Capital Partners, LLC 410.04%0.26%1.13%Q3 2018Q3 20235
WR Wealth Planners, LLC 320.01%0.01%0.02%Q1 2023Q2 20245
Ashton Thomas Private Wealth, LLC 320.00%0.03%0.05%Q1 2023Q2 20245
MKD WEALTH COACHES, LLC 550.62%0.72%0.87%Q1 2019Q1 20205
REGIONS FINANCIAL CORP 550.00%0.00%0.00%Q1 2018Q1 20195
GeoWealth Management, LLC 410.03%0.08%0.21%Q3 2019Q2 20245
AXXCESS WEALTH MANAGEMENT, LLC 410.01%0.03%0.06%Q3 2022Q4 20235
RPG Investment Advisory, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Federation des caisses Desjardins du Quebec 440.00%0.00%0.00%Q1 2022Q4 20224
CFS Investment Advisory Services, LLC 310.04%0.39%1.05%Q4 2020Q1 20224
Sequoia Wealth Management, LLC 220.37%1.58%4.49%Q4 2018Q4 20194
Integrated Wealth Concepts LLC 220.00%0.01%0.03%Q1 2021Q2 20244
Capital Investment Counsel, Inc 440.00%0.00%0.00%Q3 2023Q2 20244
Hoover Financial Advisors, Inc. 310.00%0.01%0.01%Q2 2020Q2 20214
Independent Advisor Alliance 440.01%0.01%0.01%Q2 2021Q1 20224
Summit Global Investments 440.02%0.02%0.02%Q1 2021Q4 20214
Hutchens & Kramer Investment Management Group, LLC 220.20%0.23%0.27%Q1 2023Q1 20244
CPWM, LLC 310.02%0.02%0.02%Q2 2021Q3 20224
Baystate Wealth Management LLC 310.00%0.00%0.01%Q2 2020Q4 20234
MARSHALL WACE, LLP 110.00%0.00%0.01%Q3 2019Q2 20244
Foresight Wealth Management, LLC 440.20%0.20%0.21%Q2 2019Q1 20204
MCF Advisors LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Trexquant Investment LP 310.01%0.05%0.15%Q1 2020Q2 20234
Frank, Rimerman Advisors LLC 310.02%0.05%0.09%Q3 2022Q2 20244
RF&L WEALTH MANAGEMENT, LLC 440.24%0.26%0.28%Q3 2023Q2 20244
Cerity Partners OCIO LLC 440.01%0.02%0.02%Q2 2021Q1 20224
Parker Investment Management, LLC 310.07%0.23%0.59%Q4 2019Q4 20214
MILESTONE WEALTH, LLC 440.28%0.29%0.31%Q4 2021Q3 20224
Financial Advocates Investment Management 310.01%0.02%0.02%Q2 2020Q2 20244
Graypoint LLC 440.03%0.03%0.03%Q3 2023Q2 20244
Harel Insurance Investments & Financial Services Ltd. 210.06%0.21%0.26%Q2 2016Q4 20234
Q3 Asset Management 310.36%1.33%2.39%Q2 2019Q2 20204
Northwest Capital Management Inc 440.00%0.00%0.00%Q2 2023Q1 20244
Salomon & Ludwin, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Castleview Partners, LLC 310.00%0.00%0.00%Q2 2023Q2 20244
UNIONVIEW, LLC 310.19%0.20%0.21%Q4 2021Q2 20244
Belmont Capital, LLC 440.05%0.08%0.09%Q2 2023Q1 20244
Sightline Wealth Advisors, LLC 440.18%0.44%0.68%Q4 2020Q3 20214
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
Jacobi Capital Management LLC 440.00%0.00%0.00%Q4 2020Q3 20214
CANTOR FITZGERALD, L. P. 440.12%0.13%0.16%Q4 2022Q3 20234
Guidant Wealth Advisors 440.03%0.03%0.03%Q4 2018Q3 20194
Intelligence Driven Advisers, LLC 440.04%0.25%0.59%Q4 2021Q3 20224
Cerity Partners LLC 310.00%0.00%0.00%Q2 2023Q2 20244
Beacon Pointe Advisors, LLC 220.00%0.01%0.01%Q4 2021Q3 20234
Syntrinsic LLC 440.01%0.01%0.01%Q3 2023Q2 20244
McGlone Suttner Wealth Management, Inc. 310.03%0.06%0.08%Q4 2022Q4 20234
Eaton Financial Holdings Company, LLC 310.38%2.35%5.01%Q4 2022Q1 20244
TOTH FINANCIAL ADVISORY CORP 440.00%0.00%0.00%Q2 2020Q1 20214
Asset Planning Services, Ltd. 220.03%0.03%0.03%Q3 2018Q3 20194
CoreFirst Bank & Trust 440.01%0.01%0.01%Q2 2023Q1 20244
NBC SECURITIES, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
LVZ, Inc. 440.12%0.15%0.16%Q1 2019Q4 20194
Demars Financial Group, LLC 441.85%1.89%1.96%Q4 2019Q3 20204
Envestnet Portfolio Solutions, Inc. 440.00%0.01%0.01%Q3 2023Q2 20244
Impact Partnership Wealth, LLC 440.00%0.02%0.03%Q2 2023Q1 20244
Northwest Bank & Trust Co 310.21%0.22%0.24%Q2 2023Q2 20244
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
ICA Group Wealth Management, LLC 330.01%0.03%0.04%Q4 2023Q2 20243
CAP Partners, LLC 331.10%1.14%1.20%Q4 2023Q2 20243
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 210.00%0.01%0.02%Q4 2021Q2 20243
Long Run Wealth Advisors, LLC 330.06%0.06%0.07%Q4 2023Q2 20243
Bell Investment Advisors, Inc 330.04%0.05%0.05%Q4 2023Q2 20243
Spectrum Planning & Advisory Services Inc. 331.03%1.47%1.84%Q4 2020Q2 20213
MKT Advisors LLC 330.18%0.18%0.19%Q2 2022Q4 20223
Independence Bank of Kentucky 210.00%0.00%0.01%Q4 2020Q4 20213
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Bartlett & Co. LLC 210.00%0.00%0.00%Q3 2021Q3 20233
MGO ONE SEVEN LLC 330.18%0.18%0.19%Q4 2023Q2 20243
NewSquare Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
BFSG, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
Catalina Capital Group, LLC 330.17%0.21%0.27%Q4 2023Q2 20243
S. R. Schill & Associates 330.13%0.14%0.15%Q4 2023Q2 20243
CX Institutional 330.11%0.12%0.13%Q4 2023Q2 20243
Aspire Wealth Management Corp 330.04%0.07%0.11%Q4 2021Q2 20223
Argent Wealth Management LLC 330.04%0.12%0.17%Q4 2019Q2 20203
Dunhill Financial, LLC 330.01%0.06%0.17%Q4 2023Q2 20243
Truadvice, LLC 330.26%0.44%0.55%Q3 2020Q1 20213
Savior LLC 330.02%0.03%0.04%Q4 2020Q2 20213
FURE FINANCIAL CORP 330.00%1.02%1.62%Q3 2020Q1 20213
PRINCIPAL SECURITIES, INC. 330.02%0.02%0.02%Q4 2023Q2 20243
Beaumont Capital Management, LLC 330.12%1.60%4.51%Q3 2021Q1 20223
SIMPLEX TRADING, LLC 330.00%0.00%0.00%Q3 2023Q1 20243
Williams & Novak, LLC 330.77%0.78%0.78%Q4 2023Q2 20243
Family Asset Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Main Street Group, LTD 330.02%0.03%0.05%Q4 2023Q2 20243
Watson Rebecca 330.14%0.34%0.57%Q1 2020Q3 20203
D.A. DAVIDSON & CO. 210.00%0.01%0.01%Q4 2015Q2 20183
BARTLETT & CO. WEALTH MANAGEMENT LLC 210.00%0.00%0.00%Q3 2021Q3 20233
VisionPoint Advisory Group, LLC 210.14%0.20%0.26%Q2 2023Q1 20243
OMNI 360 Wealth, Inc. 330.25%0.25%0.26%Q4 2023Q2 20243
Jackson Wealth Management, LLC 330.98%1.01%1.06%Q2 2020Q4 20203
Financial Gravity Companies, Inc. 210.00%0.03%0.05%Q4 2017Q4 20183
PRIVATE TRUST CO NA 330.00%0.01%0.01%Q4 2023Q2 20243
Annis Gardner Whiting Capital Advisors, LLC 330.02%0.02%0.02%Q4 2023Q2 20243
CULLEN/FROST BANKERS, INC. 210.00%0.00%0.00%Q4 2021Q3 20223
TWO SIGMA SECURITIES, LLC 110.00%0.03%0.07%Q3 2016Q4 20223
Endowment Wealth Management, Inc. 330.19%0.19%0.20%Q4 2023Q2 20243
Kozak & Associates, Inc. 330.00%0.00%0.01%Q4 2022Q2 20233
&PARTNERS 330.02%0.04%0.06%Q4 2023Q2 20243
Capital Management Associates, Inc 330.17%0.20%0.23%Q4 2023Q2 20243
SYM FINANCIAL Corp 330.00%0.01%0.01%Q3 2023Q1 20243
Mowery & Schoenfeld Wealth Management, LLC 3315.56%17.83%21.22%Q4 2023Q2 20243
Smart Money Group LLC 330.93%1.08%1.32%Q1 2020Q3 20203
VCI Wealth Management LLC 330.97%1.33%1.51%Q4 2023Q2 20243
Castle Rock Wealth Management, LLC 210.11%0.48%0.93%Q1 2020Q1 20213
Insight Wealth Strategies, LLC 330.05%0.08%0.11%Q1 2021Q3 20213
RATIONAL ADVISORS LLC 330.02%0.05%0.07%Q4 2023Q2 20243
Y-Intercept (Hong Kong) Ltd 110.04%0.05%0.06%Q2 2021Q3 20233
Creekmur Asset Management LLC 330.13%0.28%0.50%Q4 2023Q2 20243
Summit Financial, LLC 210.01%0.02%0.02%Q3 2021Q1 20243
SeaCrest Wealth Management, LLC 330.05%0.07%0.09%Q4 2023Q2 20243
Sheaff Brock Investment Advisors, LLC 330.01%0.02%0.02%Q4 2023Q2 20243
COBIZ WEALTH, LLC 110.10%0.31%0.61%Q4 2015Q4 20183
Destination Wealth Management 210.00%0.00%0.00%Q1 2018Q4 20183
HARBOR INVESTMENT ADVISORY, LLC 210.00%0.00%0.01%Q4 2019Q3 20223
Pinnacle Private Wealth, LLC 330.23%0.30%0.33%Q4 2021Q2 20223
Stonebrook Private Inc. 331.20%1.39%1.56%Q4 2023Q2 20243
High Falls Advisors, Inc 330.59%0.64%0.67%Q4 2015Q2 20163
Virtu KCG Holdings LLC 110.01%0.01%0.02%Q3 2015Q2 20173
Apollon Wealth Management, LLC 330.01%0.02%0.02%Q2 2023Q4 20233
Rockbridge Investment Management, LCC 210.00%0.00%0.00%Q1 2022Q4 20233
Global Financial Private Capital, Inc 210.01%0.02%0.03%Q2 2018Q1 20193
Visionary Asset Management, Inc. 210.02%0.27%0.43%Q4 2014Q2 20183
Operose Advisors LLC 210.00%0.03%0.10%Q3 2023Q2 20243
FIRETHORN WEALTH PARTNERS, LLC 330.51%0.74%0.87%Q4 2020Q2 20213
Johnson Financial Group, Inc. 210.00%0.00%0.00%Q3 2019Q2 20203
LEVEL FOUR FINANCIAL, LLC 330.26%0.29%0.31%Q1 2021Q3 20213
Cardinal Strategic Wealth Guidance 330.12%0.14%0.16%Q4 2021Q2 20223
BEACON FINANCIAL GROUP 330.05%0.05%0.05%Q3 2021Q1 20223
GLENMEDE TRUST CO NA 330.00%0.00%0.00%Q3 2021Q1 20223
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q3 2020Q4 20233
Slow Capital, Inc. 330.04%0.04%0.04%Q1 2021Q3 20213
Cornerstone Financial Partners, LLC 330.07%0.10%0.11%Q1 2017Q3 20173
VERUS CAPITAL PARTNERS, LLC 210.01%0.01%0.03%Q4 2019Q2 20243
IHT Wealth Management, LLC 330.00%0.00%0.00%Q3 2017Q1 20183
Laurel Wealth Advisors LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Simplicity Solutions, LLC 210.02%0.04%0.06%Q1 2019Q2 20203
WCG Wealth Advisors LLC 330.12%0.21%0.26%Q4 2023Q2 20243
Private Wealth Management Group, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Wealth Advisors of Tampa Bay, LLC 330.08%0.09%0.09%Q4 2021Q2 20223
BAKER TILLY WEALTH MANAGEMENT, LLC 330.06%0.11%0.15%Q4 2020Q2 20213
TD Waterhouse Canada Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
Smithfield Trust Co 330.01%0.01%0.01%Q4 2023Q2 20243
Pathstone Holdings, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
Mach-1 Financial Group, LLC 210.00%0.00%0.00%Q2 2022Q1 20233
MONTAG A & ASSOCIATES INC 330.03%0.09%0.17%Q4 2018Q2 20193
BARLOW WEALTH PARTNERS, INC. 330.03%0.03%0.03%Q4 2023Q2 20243
JBR Co Financial Management Inc 330.48%0.56%0.61%Q4 2023Q2 20243
TWO SIGMA INVESTMENTS, LP 110.00%0.01%0.02%Q4 2023Q2 20242
SteelPeak Wealth, LLC 110.54%0.54%0.55%Q4 2020Q4 20232
Atlanta Consulting Group Advisors, LLC 220.09%0.11%0.13%Q1 2024Q2 20242
Capital Asset Advisory Services LLC 220.00%0.00%0.01%Q2 2021Q3 20212
Sanctuary Wealth Management, L.L.C. 114.37%5.00%5.64%Q1 2010Q2 20232
OmniStar Financial Group, Inc. 220.40%0.44%0.48%Q1 2024Q2 20242
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.02%0.03%Q3 2018Q1 20242
Squar Milner Financial Services LLC 220.01%0.01%0.01%Q4 2019Q1 20202
WFA Asset Management Corp 220.01%0.01%0.01%Q2 2022Q3 20222
Bank of New Hampshire 220.01%0.01%0.01%Q1 2024Q2 20242
SFMG, LLC 110.02%0.02%0.02%Q4 2021Q2 20242
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q4 20192
Coordinated Financial Services, Inc./CO 220.46%0.46%0.46%Q1 2024Q2 20242
Prairie Wealth Advisors, Inc. 220.27%0.30%0.32%Q1 2024Q2 20242
CWA Asset Management Group, LLC 220.02%0.02%0.02%Q4 2023Q1 20242
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q2 2018Q3 20182
Axiom Investment Management LLC 220.02%0.02%0.02%Q1 2019Q2 20192
SVA Wealth Management, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q2 20242
SJS Investment Consulting Inc. 220.03%0.03%0.03%Q4 2023Q1 20242
CHILTON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Retirement Group, LLC 110.03%0.05%0.06%Q4 2019Q2 20202
OKABENA INVESTMENT SERVICES INC 220.00%0.02%0.04%Q4 2022Q1 20232
Ellevest, Inc. 110.00%0.01%0.01%Q4 2019Q1 20232
Fernwood Investment Management, LLC 220.11%0.12%0.12%Q1 2018Q2 20182
Empirical Asset Management, LLC 110.19%0.20%0.20%Q1 2023Q3 20232
PROVENCE WEALTH MANAGEMENT GROUP 220.02%0.02%0.02%Q3 2023Q4 20232
FSA Wealth Management LLC 220.04%0.04%0.04%Q4 2023Q1 20242
Linscomb Wealth, Inc. 220.02%0.02%0.02%Q1 2024Q2 20242
Royal Capital Wealth Management, LLC 220.29%0.30%0.31%Q4 2021Q1 20222
Sachetta, LLC 220.00%0.00%0.00%Q4 2023Q1 20242
CPR Investments Inc. 110.20%0.22%0.24%Q1 2023Q4 20232
Roundview Capital LLC 220.02%0.02%0.02%Q1 2024Q2 20242
SUTTON PLACE INVESTORS LLC 220.34%0.36%0.38%Q4 2021Q1 20222
Financial Engines Advisors L.L.C. 220.00%0.00%0.00%Q2 2020Q3 20202
Savvy Advisors, Inc. 220.25%0.27%0.30%Q1 2024Q2 20242
Sutton Wealth Advisors Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
SWMG, LLC 220.12%0.14%0.16%Q4 2023Q1 20242
Live Oak Investment Partners 220.00%0.00%0.01%Q4 2022Q1 20232
ACUTE INVESTMENT ADVISORY, LLC 220.19%0.20%0.20%Q4 2021Q1 20222
LEUTHOLD GROUP, LLC 220.04%0.05%0.05%Q4 2021Q1 20222
Jefferies Group LLC 220.00%0.00%0.00%Q1 2014Q2 20142
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Providence Capital Advisors, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
ORSER CAPITAL MANAGEMENT, LLC 110.35%0.56%0.77%Q4 2017Q3 20182
Regal Investment Advisors LLC 110.01%0.02%0.02%Q1 2022Q2 20242
KMS FINANCIAL SERVICES, INC 220.07%0.07%0.07%Q2 2014Q3 20142
CAPITAL ADVISORS INC/OK 220.01%0.01%0.01%Q1 2024Q2 20242
Camarda Financial Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Arjuna Capital 220.09%0.09%0.09%Q1 2024Q2 20242
Spectrum Management Group, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
STONNINGTON GROUP, LLC 220.07%0.12%0.16%Q4 2022Q1 20232
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2021Q3 20212
Clearstead Advisors, LLC 110.00%0.00%0.00%Q1 2022Q3 20232
Round Table Services, LLC 220.14%0.15%0.16%Q1 2020Q2 20202
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20202
TrinityPoint Wealth, LLC 220.04%0.04%0.04%Q1 2024Q2 20242
SMITH CHAS P & ASSOCIATES PA CPAS 110.01%0.02%0.02%Q3 2023Q2 20242
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q1 2024Q2 20242
CHURCHILL MANAGEMENT Corp 222.45%2.51%2.57%Q1 2024Q2 20242
ZACKS INVESTMENT MANAGEMENT 110.00%0.01%0.01%Q1 2019Q1 20212
Gallacher Capital Management LLC 220.25%0.37%0.49%Q4 2022Q1 20232
CABANA LLC 220.43%0.44%0.44%Q2 2018Q3 20182
Next Capital Management LLC 220.08%0.08%0.09%Q4 2019Q1 20202
TCWP LLC 220.05%0.07%0.08%Q4 2021Q1 20222
Continuum Advisory, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Quantinno Capital Management LP 220.05%0.05%0.06%Q1 2024Q2 20242
Atomi Financial Group, Inc. 220.04%0.04%0.04%Q1 2024Q2 20242
Crewe Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Diversified Trust Co 220.01%0.01%0.01%Q1 2024Q2 20242
Pensionmark Financial Group, LLC 220.14%0.14%0.14%Q2 2019Q3 20192
KING LUTHER CAPITAL MANAGEMENT CORP 220.00%0.00%0.00%Q3 2021Q4 20212
FAIRFIELD, BUSH & CO. 110.00%0.01%0.02%Q2 2023Q4 20232
BIP Wealth, LLC 220.04%0.04%0.04%Q1 2024Q2 20242
Centurion Wealth Management LLC 220.09%0.09%0.09%Q4 2023Q1 20242
OGOREK ANTHONY JOSEPH /NY/ /ADV 220.01%0.01%0.01%Q1 2024Q2 20242
Gen-Wealth Partners Inc 220.00%0.00%0.01%Q1 2024Q2 20242
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 220.10%0.11%0.13%Q1 2024Q2 20242
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q1 20212
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q3 2022Q4 20222
DeGreen Capital Management LLC 223.33%3.47%3.60%Q1 2018Q2 20182
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q3 2018Q3 20212
Iron Horse Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Clark Capital Management Group, Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
BROWN ADVISORY INC 220.00%0.00%0.00%Q1 2024Q2 20242
PLANNING DIRECTIONS INC 110.52%0.52%0.52%Q1 2020Q1 20201
Blue Sky Asset Management, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Camelot Portfolios, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Sandy Cove Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
THOMPSON DAVIS & CO., INC. 110.02%0.02%0.02%Q3 2018Q3 20181
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NIEMANN CAPITAL MANAGEMENT INC 111.70%1.70%1.70%Q4 2019Q4 20191
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Acorn Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
JFS WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
ALTFEST L J & CO INC 111.97%1.97%1.97%Q3 2020Q3 20201
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Berger Financial Group, Inc 110.04%0.04%0.04%Q2 2024Q2 20241
Pacifica Partners Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TRANSCEND CAPITAL ADVISORS, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Pacific Capital Wealth Advisors, Inc. 110.01%0.01%0.01%Q1 2024Q1 20241
DOWLING & YAHNKE LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Crown Wealth Group, LLC 111.52%1.52%1.52%Q4 2021Q4 20211
F3Logic, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Inspire Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Foundations Investment Advisors, LLC 110.45%0.45%0.45%Q3 2018Q3 20181
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Evergreen Private Wealth LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Elwood & Goetz Wealth Advisory Group, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
SCHMIDT P J INVESTMENT MANAGEMENT INC 110.07%0.07%0.07%Q3 2018Q3 20181
PACIFIC SUN FINANCIAL CORP 110.13%0.13%0.13%Q2 2024Q2 20241
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Atlantic Union Bankshares Corp 110.03%0.03%0.03%Q2 2024Q2 20241
Gemmer Asset Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Sterling Investment Counsel, LLC 110.09%0.09%0.09%Q2 2024Q2 20241
Pinnacle Advisory Group, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
SkyOak Wealth, LLC 110.15%0.15%0.15%Q4 2019Q4 20191
HARTLINE INVESTMENT CORP/ 110.83%0.83%0.83%Q1 2024Q1 20241
Madison Wealth Partners, Inc 110.09%0.09%0.09%Q2 2024Q2 20241
Perigon Wealth Management, LLC 110.07%0.07%0.07%Q3 2016Q3 20161
UBS AG 110.00%0.00%0.00%Q3 2014Q3 20141
BARCLAYS PLC 110.00%0.00%0.00%Q3 2021Q3 20211
Main Street Financial Solutions, LLC 110.02%0.02%0.02%Q1 2024Q1 20241
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Jaffetilchin Investment Partners, LLC 110.17%0.17%0.17%Q1 2019Q1 20191
Coston, McIsaac & Partners 110.00%0.00%0.00%Q1 2023Q1 20231
Campbell Wealth Management 110.02%0.02%0.02%Q2 2020Q2 20201
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CNB Bank 110.01%0.01%0.01%Q4 2017Q4 20171
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q2 2020Q2 20201
GREENLEAF TRUST 110.00%0.00%0.00%Q2 2024Q2 20241
Gunma Bank,Ltd. 111.21%1.21%1.21%Q1 2021Q1 20211
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2023Q1 20231
Level Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
LGT Financial Advisors LLC 110.00%0.00%0.00%Q1 2024Q1 20241
IronBridge Private Wealth, LLC 114.41%4.41%4.41%Q4 2021Q4 20211
Zions Bancorporation 110.00%0.00%0.00%Q2 2016Q2 20161
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
WOLFF WIESE MAGANA LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Navalign, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Strategic Financial Concepts, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Waverly Advisors, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
CALTON & ASSOCIATES, INC. 110.04%0.04%0.04%Q4 2017Q4 20171
Mystic Asset Management, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
CITIZENS & NORTHERN CORP 110.18%0.18%0.18%Q4 2018Q4 20181
Global Assets Advisory, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2017Q4 20171
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
OAKWOOD CAPITAL MANAGEMENT LLC/CA 110.09%0.09%0.09%Q3 2020Q3 20201
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Verition Fund Management LLC 110.02%0.02%0.02%Q4 2018Q4 20181
LWS Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
RITHOLTZ WEALTH MANAGEMENT 110.01%0.01%0.01%Q4 2023Q4 20231
Selective Wealth Management, Inc. 110.27%0.27%0.27%Q1 2024Q1 20241
New England Private Wealth Advisors LLC 110.08%0.08%0.08%Q1 2019Q1 20191
ORG Partners LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Darwin Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
LANDAAS & CO /WI /ADV 110.11%0.11%0.11%Q1 2024Q1 20241
Saxony Capital Management, LLC 110.38%0.38%0.38%Q2 2024Q2 20241
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
ACCURATE INVESTMENT SOLUTIONS, INC. 110.17%0.17%0.17%Q1 2020Q1 20201
FourThought Financial Partners, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
MACROVIEW INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q4 2023Q4 20231
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
GGM Financials LLC 110.20%0.20%0.20%Q2 2024Q2 20241
Investment Research & Advisory Group, Inc. 110.01%0.01%0.01%Q4 2023Q4 20231
AMERICAN NATIONAL BANK & TRUST CO /VA/ 110.12%0.12%0.12%Q1 2024Q1 20241
Miracle Mile Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Lynx Investment Advisory 110.03%0.03%0.03%Q2 2024Q2 20241
Freestone Capital Holdings, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Redhawk Wealth Advisors, Inc. 111.87%1.87%1.87%Q4 2019Q4 20191
Encompass More Asset Management 110.20%0.20%0.20%Q1 2024Q1 20241
Badgley Phelps Wealth Managers, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Key FInancial Inc 110.01%0.01%0.01%Q4 2023Q4 20231
Galvin, Gaustad & Stein, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Unique Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
McCarthy Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Atlas Private Wealth Advisors 110.02%0.02%0.02%Q1 2021Q1 20211
Team Financial Group, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
Long Island Wealth Management, Inc. 110.04%0.04%0.04%Q4 2023Q4 20231
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2022Q2 20221
Able Wealth Management LLC 110.20%0.20%0.20%Q4 2023Q4 20231
Seven Springs Wealth Group, LLC 110.31%0.31%0.31%Q4 2019Q4 20191
Heritage Financial Services, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Timber Creek Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
My Personal CFO, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Virtus Fund Advisers, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
GUNN & Co INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2024Q2 20241
Axiom Advisory, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Pinnacle Family Advisors, LLC 110.11%0.11%0.11%Q1 2021Q1 20211
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.00%0.00%Q1 2014Q1 20141
QRG CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Claraphi Advisory Network, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Beacon Financial Advisory LLC 110.12%0.12%0.12%Q1 2021Q1 20211
Copperwynd Financial, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
AGF INVESTMENTS INC. 110.01%0.01%0.01%Q3 2022Q3 20221
Peregrine Asset Advisers, Inc. 110.21%0.21%0.21%Q1 2020Q1 20201
Idaho Trust Bank 112.64%2.64%2.64%Q1 2024Q1 20241
Ipsen Advisor Group LLC 110.31%0.31%0.31%Q4 2022Q4 20221
Leo Wealth, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Great Lakes Retirement, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Integrated Wealth Management 110.07%0.07%0.07%Q1 2017Q1 20171
Colony Group, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
qPULA Trading Management LP 111.17%1.17%1.17%Q2 2022Q2 20221
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
OLD MISSION CAPITAL LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Align Wealth Management, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
HL FINANCIAL SERVICES LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Beverly Hills Private Wealth, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
SUMMIT SECURITIES GROUP LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Kovack Advisors, Inc. 110.02%0.02%0.02%Q2 2024Q2 20241
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
TRUSTCORE FINANCIAL SERVICES, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Stadion Money Management, LLC 110.54%0.54%0.54%Q4 2015Q4 20151
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q1 2021Q1 20211
Kovitz Investment Group Partners, LLC 110.25%0.25%0.25%Q2 2024Q2 20241
MCIA Inc 110.25%0.25%0.25%Q3 2018Q3 20181
Caitlin John, LLC 110.04%0.04%0.04%Q4 2023Q4 20231
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q2 2018Q2 20181
HAP Trading, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q3 2018Q3 20181
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
TFC Financial Management, Inc. 110.07%0.07%0.07%Q2 2024Q2 20241
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Burleson & Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Activest Wealth Management 110.00%0.00%0.00%Q4 2021Q4 20211
STABLEFORD CAPITAL II LLC 110.21%0.21%0.21%Q1 2023Q1 20231
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ABLES, IANNONE, MOORE & ASSOCIATES, INC. 110.03%0.03%0.03%Q4 2023Q4 20231
Cox Capital Mgt LLC 110.15%0.15%0.15%Q1 2023Q1 20231
Fortitude Family Office, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Grant/GrossMendelsohn, LLC 111.75%1.75%1.75%Q2 2024Q2 20241
FOCUS FINANCIAL NETWORK INC /ADV 110.04%0.04%0.04%Q4 2023Q4 20231
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
External links

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