FIDELITY COVINGTON TRUST shareholder history

Current and past FIDELITY COVINGTON TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1510.00%0.00%0.01%Q4 2013Q3 202371
MORGAN STANLEY 39390.00%0.00%0.00%Q1 2014Q3 202339
BANK OF AMERICA CORP /DE/ 38380.00%0.00%0.00%Q2 2014Q3 202338
VICUS CAPITAL 37370.16%0.79%4.16%Q3 2014Q3 202337
Court Place Advisors, LLC 37370.15%0.55%1.14%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202337
LYNCH & ASSOCIATES/IN 36360.12%0.38%0.68%Q1 2015Q4 202336
Traynor Capital Management, Inc. 36360.62%1.28%2.22%Q4 2014Q3 202336
Sigma Planning Corp 36360.04%0.19%0.60%Q4 2014Q3 202336
WELLS FARGO & COMPANY/MN 36360.00%0.00%0.01%Q4 2014Q3 202336
SPINNAKER TRUST 36360.09%0.63%1.23%Q4 2014Q3 202336
ENVESTNET ASSET MANAGEMENT INC 3420.00%0.06%0.18%Q2 2014Q3 202336
Creative Planning 2410.00%0.00%0.01%Q2 2014Q3 202335
Rehmann Capital Advisory Group 1820.08%0.29%0.50%Q2 2014Q3 202335
LPL Financial LLC 2870.00%0.01%0.02%Q3 2014Q3 202335
Advisory Services Network, LLC 2780.00%0.50%1.30%Q4 2014Q3 202335
Cambridge Investment Research Advisors, Inc. 3310.02%0.10%0.29%Q3 2014Q3 202334
ROYAL BANK OF CANADA 3110.00%0.00%0.00%Q3 2014Q3 202334
Beaumont Financial Partners, LLC 34340.14%1.76%4.19%Q2 2014Q3 202234
Brinker Capital Investments, LLC 2850.01%0.09%0.19%Q4 2013Q4 202233
JPMORGAN CHASE & CO 32320.00%0.00%0.00%Q4 2015Q3 202332
WEALTHSOURCE PARTNERS, LLC 31310.03%0.40%1.52%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.06%0.37%Q4 2015Q3 202331
FMR LLC 2920.00%0.00%0.00%Q3 2015Q3 202331
King Wealth Management Group 31310.87%2.20%4.27%Q1 2016Q3 202331
AMERIPRISE FINANCIAL INC 31310.00%0.00%0.02%Q1 2016Q3 202331
Atlas Brown,Inc. 29290.01%0.42%0.76%Q3 2016Q3 202329
Mariner, LLC 29290.01%0.02%0.05%Q3 2016Q3 202329
Armor Investment Advisors, LLC 28281.10%3.36%5.42%Q4 2016Q3 202328
NORTHERN TRUST CORP 2710.00%0.00%0.00%Q3 2016Q3 202328
Lido Advisors, LLC 28280.23%1.72%2.69%Q4 2016Q3 202328
LINCOLN NATIONAL CORP 2440.01%0.06%0.16%Q3 2016Q3 202328
Parallel Advisors, LLC 28280.02%0.54%1.05%Q4 2016Q3 202328
Geneos Wealth Management Inc. 28280.00%0.02%0.05%Q4 2016Q3 202328
Cetera Advisor Networks LLC 2710.01%0.02%0.03%Q3 2016Q3 202328
Freedom Investment Management, Inc. 1910.02%0.52%1.96%Q2 2016Q3 202327
JANE STREET GROUP, LLC 710.00%0.00%0.01%Q2 2014Q3 202327
Global Retirement Partners, LLC 27270.01%0.12%0.47%Q1 2017Q3 202327
Stone House Investment Management, LLC 2340.03%1.86%4.53%Q4 2016Q3 202327
Allworth Financial LP 27270.00%0.01%0.05%Q1 2017Q3 202327
RMB Capital Management, LLC 26260.06%0.13%0.24%Q2 2017Q3 202326
CWM, LLC 1170.00%0.00%0.00%Q2 2016Q3 202326
Buffington Mohr McNeal 26260.19%0.25%0.30%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.00%0.04%0.08%Q2 2017Q3 202326
WHALEROCK POINT PARTNERS, LLC 26260.12%0.68%1.04%Q2 2017Q3 202326
HighTower Advisors, LLC 26260.01%0.01%0.02%Q2 2017Q3 202326
Snowden Capital Advisors LLC 1780.11%0.22%0.36%Q2 2017Q3 202325
Exchange Capital Management, Inc. 25250.46%1.22%1.61%Q3 2017Q3 202325
Sunbelt Securities, Inc. 25250.02%0.22%0.33%Q3 2017Q3 202325
Tower Research Capital LLC (TRC) 1210.00%0.08%0.26%Q4 2014Q3 202325
GOLDMAN SACHS GROUP INC 1420.00%0.00%0.01%Q4 2013Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.11%0.16%0.24%Q4 2017Q3 202324
Smith, Salley & Associates 24240.14%0.33%0.52%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.02%0.19%0.48%Q4 2017Q3 202324
Portfolio Strategies, Inc. 24240.42%1.49%5.87%Q4 2017Q3 202324
CREATIVE FINANCIAL DESIGNS INC /ADV 1590.00%0.03%0.07%Q4 2016Q3 202324
Ahrens Investment Partners LLC 24240.12%0.37%0.76%Q2 2017Q1 202324
RWA WEALTH PARTNERS, LLC 24240.08%0.72%1.40%Q4 2017Q3 202324
VALLEY NATIONAL ADVISERS INC 23230.01%0.04%0.11%Q1 2018Q3 202323
LADENBURG THALMANN FINANCIAL SERVICES INC. 23230.01%0.21%1.04%Q2 2014Q4 201923
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23230.00%0.01%0.03%Q1 2018Q3 202323
Valmark Advisers, Inc. 23230.01%0.01%0.02%Q1 2018Q3 202323
DUNCKER STREETT & CO INC 23230.05%0.17%0.26%Q1 2018Q3 202323
Mascoma Wealth Management LLC 12110.02%0.31%1.35%Q4 2016Q3 202323
Raymond James Financial Services Advisors, Inc. 23230.00%0.01%0.01%Q1 2018Q3 202323
Stratos Wealth Partners, LTD. 1940.01%0.01%0.02%Q4 2017Q3 202323
D'Orazio & Associates, Inc. 22220.07%0.16%0.24%Q2 2018Q3 202322
PNC FINANCIAL SERVICES GROUP, INC. 2110.00%0.00%0.00%Q2 2015Q3 202322
Summit X, LLC 22220.06%0.60%1.98%Q2 2018Q3 202322
Valeo Financial Advisors, LLC 22220.00%0.02%0.03%Q2 2018Q3 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.19%0.47%0.72%Q2 2018Q3 202322
Private Advisor Group, LLC 1410.00%0.02%0.04%Q2 2015Q3 202322
Fisher Asset Management, LLC 2010.00%0.00%0.00%Q2 2018Q3 202321
BRIGHTON JONES LLC 1920.03%0.07%0.11%Q2 2018Q3 202321
Canton Hathaway, LLC 21210.09%0.28%0.51%Q3 2018Q3 202321
AdvisorNet Financial, Inc 21210.00%0.08%0.28%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.03%Q3 2018Q3 202321
STIFEL FINANCIAL CORP 21210.00%0.02%0.02%Q3 2018Q3 202321
Financial Partners Group, Inc 21210.18%3.30%4.53%Q3 2018Q3 202321
Prospera Financial Services Inc 1920.01%0.10%0.18%Q2 2017Q3 202321
FMA ADVISORY INC 1910.13%0.41%0.68%Q2 2015Q3 202120
RAYMOND JAMES & ASSOCIATES 20200.00%0.00%0.01%Q4 2018Q3 202320
Full Sail Capital, LLC 20203.45%6.75%7.75%Q4 2018Q3 202320
DFPG INVESTMENTS, LLC 20200.06%0.22%0.47%Q4 2018Q3 202320
B. Riley Wealth Advisors, Inc. 820.01%0.08%0.24%Q4 2014Q3 202320
CITIGROUP INC 710.00%0.00%0.01%Q4 2013Q3 202320
PFG Advisors 1820.08%0.35%0.82%Q1 2018Q3 202320
M&R CAPITAL MANAGEMENT INC 19190.01%0.01%0.02%Q2 2016Q4 202019
Citadel Advisors 510.00%0.00%0.00%Q4 2014Q3 202319
Ancora Advisors LLC 1810.00%0.06%0.11%Q3 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Anchor Investment Management, LLC 19190.00%0.19%0.32%Q2 2019Q4 202319
J.P. Morgan Private Wealth Advisors LLC 1090.00%0.00%0.01%Q4 2018Q3 202319
Janney Montgomery Scott LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
First Horizon Advisors, Inc. 19190.00%0.00%0.01%Q1 2019Q3 202319
ADIRONDACK TRUST CO 18180.02%0.11%0.16%Q2 2019Q3 202318
Cypress Wealth Services, LLC 18180.09%0.12%0.15%Q4 2017Q1 202218
Avior Wealth Management, LLC 18180.02%0.07%0.22%Q2 2019Q3 202318
M Holdings Securities, Inc. 18180.09%0.18%0.24%Q4 2014Q1 201918
SVB WEALTH LLC 18180.03%0.09%0.36%Q2 2019Q3 202318
RAND WEALTH, LLC 18180.03%0.44%0.76%Q2 2014Q3 201818
American Portfolios Advisors 18180.00%0.00%0.00%Q2 2018Q3 202218
FormulaFolio Investments, LLC 910.03%0.89%3.12%Q2 2015Q2 202118
AGF Investments LLC 18180.00%0.00%0.00%Q1 2018Q2 202218
JSF Financial, LLC 17170.19%0.30%0.74%Q3 2019Q3 202317
SIGNATUREFD, LLC 1610.00%0.00%0.00%Q4 2018Q3 202317
Colonial Trust Advisors 1340.01%0.04%0.06%Q3 2018Q3 202317
ATLAS CAPITAL ADVISORS LLC 17170.15%0.96%2.04%Q3 2019Q3 202317
PERSONAL CFO SOLUTIONS, LLC 17170.07%0.79%1.34%Q3 2019Q3 202317
BECK CAPITAL MANAGEMENT, LLC 1250.17%1.46%2.96%Q4 2014Q4 202117
Atria Investments, Inc 620.02%0.04%0.06%Q1 2017Q3 202317
Lehman & Derafelo Financial Resources LLC 17170.04%0.09%0.15%Q4 2018Q4 202217
Willingdon Wealth Management 1610.00%0.15%0.24%Q4 2015Q1 202017
AE Wealth Management LLC 1610.00%0.02%0.05%Q1 2019Q3 202317
Patriot Financial Group Insurance Agency, LLC 1610.01%0.48%1.24%Q3 2018Q4 202217
Cornerstone Wealth Group, LLC 17170.39%0.81%1.12%Q1 2019Q1 202317
Archer Investment Corp 1520.00%0.02%0.10%Q4 2018Q3 202317
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1520.00%0.00%0.01%Q1 2018Q3 202317
ACG Wealth 17170.04%0.09%0.20%Q3 2018Q3 202217
River Wealth Advisors LLC 1430.04%0.08%0.10%Q2 2018Q3 202317
Investors Research Corp 17170.00%0.06%0.15%Q3 2019Q3 202317
CKW FINANCIAL GROUP 17170.00%0.00%0.01%Q3 2019Q3 202317
Halpern Financial, Inc. 16160.01%5.66%9.72%Q4 2019Q3 202316
Crumly & Associates Inc. 16160.42%2.74%10.94%Q4 2019Q3 202316
Lineweaver Wealth Advisors, LLC 16160.07%1.00%3.38%Q4 2019Q3 202316
EPG Wealth Management LLC 16160.63%0.84%1.11%Q4 2019Q3 202316
Secure Asset Management, LLC 16160.19%0.45%0.72%Q4 2019Q3 202316
Samalin Investment Counsel, LLC 16160.29%0.47%0.60%Q4 2019Q3 202316
Plante Moran Financial Advisors, LLC 16160.00%0.01%0.06%Q4 2019Q3 202316
TANDEM CAPITAL MANAGEMENT CORP /ADV 16160.47%0.55%0.65%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.04%0.11%0.29%Q4 2019Q3 202316
PRUDENTIAL FINANCIAL INC 16160.00%0.01%0.02%Q4 2019Q3 202316
Maltin Wealth Management, Inc. 16161.05%1.30%1.89%Q4 2019Q3 202316
Bedel Financial Consulting, Inc. 16160.00%0.01%0.02%Q2 2018Q1 202216
Element Wealth, LLC 16160.03%0.10%0.21%Q4 2019Q3 202316
Apriem Advisors 16160.04%0.05%0.06%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.03%Q4 2019Q3 202316
Atlas Private Wealth Management, LLC 16160.42%0.93%1.35%Q4 2019Q3 202316
Belpointe Asset Management LLC 1310.02%0.06%0.18%Q4 2017Q3 202316
FLAGSHIP HARBOR ADVISORS, LLC 16160.01%0.02%0.03%Q2 2018Q1 202216
TBH Global Asset Management, LLC 16160.57%0.93%1.07%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.03%0.05%0.08%Q4 2019Q3 202316
Wealthstar Advisors, LLC 1050.13%0.38%0.60%Q1 2019Q3 202315
Rosenberg Matthew Hamilton 15150.06%0.09%0.13%Q1 2020Q3 202315
55I, LLC 15150.21%0.76%2.19%Q1 2019Q3 202215
Advisor Group, Inc. 15150.00%0.01%0.03%Q2 2016Q4 201915
Mokosak Advisory Group, LLC 15150.97%1.13%1.44%Q1 2020Q3 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.07%0.10%0.12%Q1 2020Q3 202315
Strategic Blueprint, LLC 15150.08%0.70%1.63%Q1 2020Q3 202315
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1410.07%0.10%0.16%Q1 2018Q4 202115
MAGNOLIA CAPITAL MANAGEMENT LTD 15150.21%0.28%0.40%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.05%0.09%Q1 2020Q3 202315
Soltis Investment Advisors LLC 1410.09%0.27%0.94%Q4 2019Q3 202315
PARK AVENUE SECURITIES LLC 1410.01%0.02%0.04%Q4 2019Q3 202315
Eldridge Investment Advisors, Inc. 1410.08%0.10%0.14%Q4 2019Q3 202315
Commonwealth Equity Services, Inc 15150.01%0.06%0.10%Q1 2014Q3 201715
CLIENT 1ST ADVISORY GROUP, LLC 15150.72%1.43%2.45%Q1 2020Q3 202315
Tranquility Partners, LLC 1410.14%0.17%0.24%Q4 2019Q3 202315
McIlrath & Eck, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
RFG Advisory, LLC 15150.02%0.08%0.22%Q1 2020Q3 202315
LIBERTY WEALTH MANAGEMENT LLC 1230.01%0.05%0.18%Q4 2018Q3 202315
Financial Gravity Asset Management, Inc. 510.00%0.05%0.25%Q1 2018Q2 202315
CAPTRUST FINANCIAL ADVISORS 14140.00%0.00%0.01%Q2 2020Q3 202314
Newfound Research LLC 770.02%1.46%3.22%Q1 2017Q3 202014
LexAurum Advisors, LLC 14140.09%0.14%0.24%Q2 2020Q3 202314
Certified Advisory Corp 630.01%0.04%0.06%Q1 2019Q3 202314
Brookstone Capital Management 1010.05%0.24%0.87%Q4 2015Q3 202314
BANK OF MONTREAL /CAN/ 1110.00%0.00%0.00%Q4 2019Q3 202314
NWAM LLC 1210.05%0.12%0.22%Q1 2018Q3 202314
BEAM WEALTH ADVISORS, INC. 14140.18%1.91%5.23%Q1 2020Q2 202314
Core Wealth Advisors, Inc. 14140.01%0.01%0.01%Q2 2020Q3 202314
ENTERPRISE FINANCIAL SERVICES CORP 14140.06%0.65%1.45%Q1 2019Q2 202214
Princeton Global Asset Management LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
Cutler Group LLC / CA 410.00%0.00%0.00%Q1 2018Q2 202314
CVA Family Office, LLC 14140.01%0.05%0.11%Q1 2020Q2 202314
Stratos Wealth Advisors, LLC 1220.01%0.06%0.13%Q1 2020Q3 202314
J.W. COLE ADVISORS, INC. 810.14%0.22%0.29%Q4 2019Q3 202314
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 14141.13%1.58%1.82%Q3 2014Q4 201714
Visionary Wealth Advisors 14140.05%0.19%0.50%Q2 2020Q3 202314
CENTAURUS FINANCIAL, INC. 1310.00%0.04%0.10%Q2 2018Q3 202314
Shamrock Asset Management LLC 820.00%0.09%0.29%Q2 2014Q3 201814
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Equitable Holdings, Inc. 850.00%0.01%0.03%Q2 2020Q3 202313
Cooper Financial Group 760.06%0.94%1.79%Q1 2020Q3 202313
THRIVENT FINANCIAL FOR LUTHERANS 13130.00%0.01%0.02%Q3 2020Q3 202313
Sugarloaf Wealth Management, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
NorthCoast Asset Management LLC 13130.02%0.30%0.58%Q3 2018Q3 202113
WOLVERINE TRADING, LLC 610.00%0.00%0.00%Q2 2017Q1 202113
Xcel Wealth Management, LLC 13130.12%0.15%0.20%Q2 2020Q2 202313
BlackRock Inc. 1210.00%0.00%0.00%Q1 2017Q1 202313
CIBC Private Wealth Group, LLC 910.00%0.00%0.00%Q4 2017Q3 202313
MERCER GLOBAL ADVISORS INC /ADV 13130.00%0.01%0.01%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.06%0.16%0.37%Q3 2020Q3 202313
SMITH SHELLNUT WILSON LLC /ADV 13130.57%1.14%2.96%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.02%0.03%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.08%0.12%0.21%Q3 2020Q3 202313
NewEdge Advisors, LLC 1010.01%0.03%0.08%Q4 2019Q3 202313
Sowell Financial Services LLC 710.03%0.09%0.28%Q4 2018Q2 202312
KCM INVESTMENT ADVISORS LLC 12120.02%0.07%0.16%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.01%Q4 2020Q3 202312
Krilogy Financial LLC 1110.03%0.04%0.07%Q3 2015Q3 201812
TUCKER ASSET MANAGEMENT LLC 12120.01%0.01%0.05%Q4 2020Q3 202312
Altus Wealth Group LLC 12120.20%0.27%0.32%Q4 2020Q3 202312
Capital Planning LLC 12120.17%0.27%0.41%Q4 2020Q3 202312
PRICE T ROWE ASSOCIATES INC /MD/ 12120.00%0.00%0.00%Q4 2020Q3 202312
HOEY INVESTMENTS, INC 12120.00%0.00%0.00%Q4 2020Q3 202312
JNBA Financial Advisors 12120.00%0.00%0.00%Q1 2019Q4 202112
Thrive Capital Management, LLC 12120.18%0.30%0.47%Q4 2020Q3 202312
BLAIR WILLIAM & CO/IL 910.00%0.00%0.01%Q4 2019Q3 202312
Calamos Wealth Management LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.14%0.26%0.37%Q4 2018Q3 202112
Reitz Capital Advisors LLC 1110.16%0.40%0.54%Q4 2018Q4 202112
Advisory Alpha, LLC 810.00%0.05%0.11%Q1 2017Q3 202012
Stonebridge Capital Advisors LLC 1110.00%0.00%0.00%Q2 2019Q3 202312
Lebenthal Global Advisors, LLC 740.07%0.12%0.18%Q4 2020Q3 202311
Birchcreek Wealth Management, LLC 11110.61%1.93%2.68%Q1 2021Q3 202311
SYNOVUS FINANCIAL CORP 1010.00%0.00%0.01%Q2 2017Q2 202011
Founders Capital Management 11110.00%0.00%0.00%Q2 2021Q4 202311
Spire Wealth Management 11110.02%0.03%0.04%Q1 2021Q3 202311
KCS Wealth Advisory 1010.06%0.17%0.26%Q3 2019Q3 202311
Wealthcare Advisory Partners LLC 810.00%0.00%0.01%Q2 2018Q2 202311
Tradition Wealth Management, LLC 1010.00%0.06%0.28%Q4 2020Q3 202311
YorkBridge Wealth Partners, LLC 11110.04%0.06%0.07%Q4 2016Q2 201911
Winslow, Evans & Crocker, Inc. 11110.00%0.00%0.00%Q1 2015Q3 201711
McClarren Financial Advisors, Inc. 650.00%0.00%0.01%Q4 2020Q3 202311
Farmers & Merchants Trust Co of Chambersburg PA 11110.01%0.01%0.04%Q1 2021Q3 202311
HOWE & RUSLING INC 910.00%0.01%0.02%Q4 2016Q1 202111
Clearview Wealth Advisors LLC 11110.07%0.34%1.15%Q4 2020Q2 202311
PrairieView Partners, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Sequent Asset Management, LLC 1010.22%0.86%1.16%Q4 2019Q2 202311
Belvedere Trading LLC 440.00%0.00%0.00%Q4 2022Q3 202311
HUNTINGTON NATIONAL BANK 920.00%0.00%0.00%Q4 2020Q3 202311
BCS Wealth Management 1010.15%0.20%0.34%Q4 2020Q3 202311
Accel Wealth Management 10100.02%0.05%0.09%Q4 2020Q1 202310
NEXT Financial Group, Inc 610.00%0.00%0.00%Q4 2018Q4 202110
SUNTRUST BANKS INC 10100.01%0.02%0.03%Q2 2017Q3 201910
Bogart Wealth, LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
BENJAMIN F. EDWARDS & COMPANY, INC. 510.00%0.02%0.06%Q4 2018Q3 202310
Cetera Investment Advisers 730.01%0.01%0.04%Q4 2020Q3 202310
AMERICAN NATIONAL BANK 10100.05%0.22%0.45%Q2 2021Q3 202310
Lee Financial Co 10100.00%0.00%0.00%Q1 2017Q2 201910
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 550.01%0.01%0.02%Q1 2021Q3 202310
Bank of New York Mellon Corp 910.00%0.00%0.00%Q4 2017Q4 202210
HARBOUR INVESTMENTS, INC. 640.03%0.04%0.08%Q1 2021Q3 202310
Gradient Investments LLC 810.00%0.00%0.00%Q3 2020Q2 202310
Western Wealth Management, LLC 640.01%0.08%0.17%Q1 2020Q3 202210
DEUTSCHE BANK AG\ 510.00%0.00%0.00%Q4 2014Q3 202210
HSBC HOLDINGS PLC 10100.00%0.00%0.00%Q1 2020Q2 202210
WFG Advisors, LP 910.01%0.02%0.06%Q4 2014Q2 201710
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Horan Securities, Inc. 640.00%0.01%0.01%Q2 2018Q4 202010
North Star Investment Management Corp. 10100.01%0.01%0.01%Q2 2021Q3 202310
Argentus Capital Management, LLC 10100.01%0.19%0.46%Q2 2014Q3 201610
BOK Financial Private Wealth, Inc. 610.01%0.05%0.31%Q4 2019Q3 202310
HRT FINANCIAL LP 410.00%0.05%0.30%Q3 2015Q1 202310
NAVELLIER & ASSOCIATES INC 10100.33%0.38%0.47%Q2 2021Q3 202310
FLOW TRADERS U.S. LLC 310.00%0.09%0.52%Q4 2013Q4 202210
Realta Investment Advisors 730.03%0.05%0.09%Q2 2019Q4 202110
Front Row Advisors LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Hilton Capital Management, LLC 10100.07%0.07%0.08%Q3 2017Q4 201910
VIVID FINANCIAL MANAGEMENT, INC. 990.36%1.66%2.80%Q4 2019Q4 20219
PARAMETRIC PORTFOLIO ASSOCIATES LLC 720.00%0.00%0.00%Q2 2018Q1 20229
Rockefeller Capital Management L.P. 990.00%0.00%0.01%Q3 2021Q3 20239
CreativeOne Wealth, LLC 720.02%0.03%0.05%Q4 2020Q3 20239
Waypoint Wealth Partners Inc. 990.36%0.44%0.75%Q1 2021Q1 20239
Sound Income Strategies, LLC 630.00%0.00%0.01%Q4 2017Q3 20239
Apexium Financial, LP 510.10%0.19%0.41%Q3 2020Q3 20239
Madrona Financial Services, LLC 993.07%3.41%3.84%Q3 2020Q3 20229
KINGS POINT CAPITAL MANAGEMENT 990.01%0.01%0.01%Q1 2020Q1 20229
TNF LLC 990.12%0.15%0.16%Q3 2021Q3 20239
Copperleaf Capital, LLC 990.22%1.01%1.41%Q2 2020Q2 20229
Almanack Investment Partners, LLC. 990.04%0.08%0.15%Q3 2021Q3 20239
Summit Place Financial Advisors, LLC 990.26%0.37%0.54%Q3 2020Q3 20229
Charles Schwab Investment Advisory, Inc. 810.00%0.33%0.58%Q1 2018Q3 20239
Fortis Advisors, LLC 990.00%0.01%0.02%Q1 2021Q1 20239
Versant Capital Management, Inc 990.01%0.01%0.01%Q1 2021Q1 20239
Ameritas Investment Company, LLC 990.02%0.06%0.11%Q3 2019Q3 20219
Renaissance Technologies 320.00%0.00%0.00%Q3 2020Q2 20239
Professional Financial Advisors, LLC 990.01%0.02%0.04%Q3 2020Q3 20229
Column Capital Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Lifeworks Advisors, LLC 882.34%3.41%4.80%Q4 2021Q3 20238
PGIM Custom Harvest LLC 440.17%1.00%2.47%Q4 2020Q3 20238
Midwest Heritage Bank, FSB 880.27%0.54%1.23%Q4 2021Q3 20238
SOUTHERN CAPITAL ADVISORS, LLC 881.60%2.00%2.66%Q4 2021Q3 20238
Firestone Capital Management 880.02%0.02%0.03%Q4 2019Q3 20218
Ameritas Advisory Services, LLC 880.06%0.08%0.10%Q4 2021Q3 20238
MSI Financial Services Inc 610.00%0.00%0.00%Q3 2014Q4 20168
PFS Partners, LLC 880.04%0.26%0.44%Q4 2021Q3 20238
COMERICA SECURITIES,INC. 420.01%0.15%0.26%Q1 2019Q4 20228
Rise Advisors, LLC 880.29%0.60%0.96%Q4 2021Q3 20238
Horst & Graben Wealth Management LLC 880.08%0.73%1.38%Q1 2020Q4 20218
Ranch Capital Advisors Inc. 880.03%0.03%0.04%Q4 2019Q3 20218
PATHSTONE FAMILY OFFICE, LLC 440.00%0.00%0.00%Q4 2018Q4 20208
Sandy Spring Bank 530.00%0.01%0.01%Q2 2019Q2 20228
LEVEL FOUR ADVISORY SERVICES, LLC 880.06%0.07%0.09%Q4 2021Q3 20238
Virtu Financial LLC 510.08%0.27%0.66%Q1 2015Q1 20188
Claro Advisors LLC 880.10%0.12%0.18%Q4 2021Q3 20238
AMERICAN INTERNATIONAL GROUP, INC. 710.00%0.00%0.01%Q1 2014Q1 20168
FIFTH THIRD SECURITIES, INC. 620.03%0.09%0.23%Q3 2021Q3 20238
MANUFACTURERS LIFE INSURANCE COMPANY, THE 880.00%0.00%0.00%Q4 2016Q3 20188
Kore Private Wealth LLC 880.03%0.41%0.58%Q1 2020Q4 20218
Partnervest Advisory Services LLC 880.09%0.11%0.14%Q4 2018Q3 20208
PRIMORIS WEALTH ADVISORS, LLC 881.50%1.63%1.92%Q4 2021Q3 20238
Dakota Wealth Management 510.02%0.04%0.05%Q3 2020Q3 20238
Prostatis Group LLC 410.04%0.64%1.27%Q4 2019Q2 20238
Lindbrook Capital, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Retirement Planning Group, LLC 440.04%0.10%0.30%Q2 2021Q3 20238
WBH ADVISORY INC 880.04%0.04%0.05%Q4 2020Q3 20228
Royal Fund Management, LLC 880.01%0.01%0.02%Q2 2018Q1 20208
Congress Wealth Management LLC / DE / 880.01%0.01%0.02%Q4 2021Q3 20238
HERITAGE WEALTH MANAGEMENT, LLC 430.04%0.14%0.44%Q1 2021Q4 20227
Fingerlakes Wealth Management, Inc. 770.32%1.13%1.69%Q1 2022Q3 20237
FIRST MANHATTAN CO. LLC. 430.00%0.00%0.00%Q3 2020Q3 20227
Virtus ETF Advisers LLC 770.07%1.30%4.40%Q1 2017Q3 20187
HBW ADVISORY SERVICES LLC 410.17%0.76%2.02%Q2 2020Q2 20237
Cascade Investment Advisors, Inc. 610.01%0.01%0.01%Q1 2021Q1 20237
FDx Advisors, Inc. 770.01%0.01%0.02%Q4 2016Q2 20187
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 610.00%0.00%0.00%Q2 2020Q3 20237
Orion Portfolio Solutions, LLC 310.00%0.03%0.08%Q4 2019Q3 20237
BerganKDV Wealth Management, LLC 510.00%0.00%0.01%Q2 2018Q1 20227
WealthShield Partners, LLC 430.03%0.05%0.06%Q1 2021Q3 20237
MAI Capital Management 320.00%0.01%0.01%Q4 2020Q3 20237
Global Wealth Management Investment Advisory, Inc. 410.01%0.01%0.01%Q2 2019Q3 20237
Atria Wealth Solutions, Inc. 770.12%0.18%0.23%Q1 2022Q3 20237
EXENCIAL WEALTH ADVISORS, LLC 410.01%0.01%0.02%Q3 2020Q2 20237
Evergreen Wealth Solutions, LLC 770.44%0.82%1.15%Q1 2022Q3 20237
Larson Financial Group LLC 770.00%0.01%0.05%Q1 2022Q3 20237
Capital Investment Advisory Services, LLC 610.00%0.03%0.04%Q1 2020Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.02%0.04%Q1 2022Q3 20237
Connectus Wealth, LLC 770.09%0.30%0.67%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.02%0.02%0.02%Q4 2021Q3 20237
Charter Oak Capital Management, LLC 770.00%0.01%0.02%Q4 2020Q2 20227
Beacon Capital Management, LLC 770.01%0.03%0.03%Q1 2022Q3 20237
Concord Wealth Partners 430.03%0.03%0.04%Q4 2021Q3 20237
Cetera Advisors LLC 310.00%0.01%0.02%Q1 2019Q3 20237
First Allied Advisory Services, Inc. 610.00%0.02%0.02%Q1 2017Q3 20197
HAZLETT, BURT & WATSON, INC. 770.07%0.08%0.08%Q1 2022Q3 20237
Strengthening Families & Communities, LLC 520.00%0.01%0.01%Q4 2021Q3 20237
InterOcean Capital Group, LLC 610.01%0.02%0.02%Q4 2020Q2 20237
Ironwood Financial, llc 660.00%0.00%0.00%Q2 2020Q3 20216
Fulcrum Equity Management 310.48%2.36%4.49%Q3 2020Q2 20236
FIRST FOUNDATION ADVISORS 220.01%0.01%0.01%Q1 2021Q3 20236
CREDIT SUISSE AG/ 410.00%0.00%0.00%Q3 2018Q4 20206
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q1 2021Q2 20226
Chicago Partners Investment Group LLC 660.10%0.12%0.16%Q2 2022Q3 20236
Meridian Wealth Management, LLC 660.02%0.03%0.05%Q2 2022Q3 20236
Steward Partners Investment Advisory, LLC 510.00%0.00%0.00%Q1 2020Q3 20236
Paragon Wealth Strategies, LLC 510.07%0.43%0.55%Q4 2018Q1 20226
Moisand Fitzgerald Tamayo, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
RDA Financial Network 660.10%0.15%0.21%Q4 2019Q1 20216
Qube Research & Technologies Ltd 660.00%0.00%0.00%Q1 2022Q2 20236
O'Dell Group, LLC 510.02%0.02%0.02%Q3 2021Q2 20236
Austin Private Wealth, LLC 660.28%0.58%0.85%Q1 2020Q2 20216
Ciovacco Capital Management LLC 660.70%2.58%4.64%Q4 2020Q1 20226
BB&T SECURITIES, LLC 420.01%0.07%0.17%Q1 2018Q3 20196
KEYBANK NATIONAL ASSOCIATION/OH 660.00%0.01%0.01%Q2 2022Q3 20236
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 660.00%0.00%0.00%Q3 2021Q4 20226
ROWLAND CARMICHAEL ADVISORS INC /ADV 420.21%0.34%0.44%Q1 2018Q4 20206
IAM Advisory, LLC 420.13%0.16%0.18%Q4 2020Q2 20226
Archford Capital Strategies, LLC 660.05%0.06%0.07%Q2 2020Q3 20216
SILVER OAK SECURITIES, INCORPORATED 660.07%0.08%0.09%Q2 2022Q3 20236
Pacific Center for Financial Services 660.04%0.05%0.05%Q4 2016Q1 20186
Investmark Advisory Group LLC 420.14%0.19%0.23%Q4 2021Q3 20236
Private Ocean, LLC 660.02%0.02%0.02%Q2 2022Q3 20236
Penserra Capital Management LLC 210.00%0.05%0.15%Q1 2018Q2 20236
Cornell Pochily Investment Advisors, Inc. 310.09%0.10%0.10%Q4 2020Q3 20236
Schubert & Co 660.02%0.02%0.03%Q4 2021Q1 20236
SG Americas Securities, LLC 110.00%0.01%0.03%Q4 2014Q3 20186
One Wealth Advisors, LLC 660.13%0.38%0.77%Q4 2020Q1 20226
FLC Capital Advisors 660.09%0.23%0.31%Q3 2020Q4 20216
Safeguard Financial, LLC 660.20%0.27%0.36%Q2 2022Q3 20236
FORTE ASSET MANAGEMENT LLC 660.44%1.20%2.66%Q2 2022Q3 20236
EP Wealth Advisors, LLC 210.00%0.01%0.01%Q4 2020Q3 20236
Charles Schwab Trust Co 660.05%0.25%0.37%Q3 2019Q4 20206
Stonebridge Financial Planning Group, LLC 660.63%0.80%0.93%Q2 2022Q3 20236
Independent Wealth Network Inc. 330.15%0.16%0.20%Q3 2021Q3 20236
Rede Wealth, LLC 660.21%0.23%0.26%Q4 2020Q1 20226
Advisors Preferred, LLC 210.00%0.37%1.94%Q1 2017Q1 20236
TimeScale Financial, Inc. 420.00%0.01%0.02%Q1 2021Q2 20236
HB Wealth Management, LLC 410.00%0.00%0.01%Q4 2021Q3 20236
Giralda Advisors, LLC 660.40%0.82%1.03%Q1 2015Q2 20166
Walkner Condon Financial Advisors LLC 660.16%0.18%0.20%Q2 2022Q3 20236
WEDBUSH SECURITIES INC 320.01%0.01%0.02%Q4 2021Q3 20235
SALEM INVESTMENT COUNSELORS INC 550.00%0.00%0.00%Q3 2022Q3 20235
Aveo Capital Partners, LLC 410.04%0.26%1.13%Q3 2018Q3 20235
REGIONS FINANCIAL CORP 550.00%0.00%0.00%Q1 2018Q1 20195
Elk River Wealth Management, LLC 320.05%0.07%0.12%Q4 2021Q3 20235
WealthPLAN Partners, LLC 550.03%0.03%0.03%Q1 2020Q1 20215
Willis Johnson & Associates, Inc. 550.04%0.04%0.05%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.16%0.22%0.35%Q3 2021Q3 20225
Caerus Investment Advisors, LLC 410.46%0.51%0.59%Q4 2021Q1 20235
ASSETMARK, INC 310.00%0.00%0.00%Q4 2018Q1 20225
SouthState Corp 550.01%0.02%0.02%Q1 2022Q1 20235
US BANCORP \DE\ 550.00%0.00%0.00%Q3 2022Q3 20235
Allegis Investment Advisors, LLC 320.10%0.29%0.50%Q4 2015Q1 20175
Loveless Wealth Management LLC 550.15%0.33%0.43%Q2 2021Q2 20225
Sequoia Financial Advisors, LLC 310.01%0.01%0.01%Q4 2019Q3 20235
HighMark Wealth Management LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Fiduciary Planning LLC 550.34%0.68%0.85%Q3 2020Q3 20215
Cascadia Advisory Services, LLC 210.14%0.22%0.26%Q4 2019Q2 20215
MARINO, STRAM & ASSOCIATES LLC 410.08%0.11%0.16%Q4 2017Q1 20195
Peak Financial Management, Inc. 550.51%0.56%0.62%Q4 2016Q4 20175
FIFTH THIRD BANCORP 410.00%0.00%0.00%Q2 2021Q2 20235
MKD WEALTH COACHES, LLC 550.62%0.72%0.87%Q1 2019Q1 20205
CAHILL FINANCIAL ADVISORS INC 550.06%0.07%0.09%Q1 2021Q1 20225
Stratford Consulting, LLC 550.12%0.16%0.18%Q1 2015Q1 20165
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
Legacy Financial Advisors, Inc. 550.00%0.00%0.00%Q1 2018Q1 20195
LYELL WEALTH MANAGEMENT, LP 320.03%0.03%0.04%Q4 2021Q3 20235
Adams Wealth Management 310.01%0.06%0.07%Q3 2020Q3 20235
CoreCap Advisors, LLC 550.02%0.02%0.03%Q4 2021Q4 20225
InterOcean Capital, LLC 320.02%0.03%0.05%Q1 2017Q2 20205
MISSION WEALTH MANAGEMENT, LP 550.01%0.02%0.02%Q3 2022Q3 20235
BUCKINGHAM STRATEGIC WEALTH, LLC 210.00%0.00%0.01%Q2 2021Q3 20235
Ken Stern & Associates, Inc. 550.09%0.15%0.25%Q3 2017Q3 20185
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 320.10%0.14%0.20%Q4 2021Q3 20235
Robertson Stephens Wealth Management, LLC 410.02%0.05%0.07%Q2 2022Q3 20235
RHS Financial, LLC 410.16%0.22%0.31%Q1 2022Q3 20235
Kerntke Otto McGlone Wealth Management Group 550.13%0.21%0.29%Q2 2020Q2 20215
OneDigital Investment Advisors LLC 210.00%0.01%0.03%Q4 2018Q4 20215
EVERETT HARRIS & CO /CA/ 320.00%0.01%0.01%Q2 2022Q3 20235
Essex Financial Services, Inc. 320.02%0.04%0.05%Q1 2022Q3 20235
NorthLanding Financial Partners, LLC 553.68%4.70%5.96%Q3 2022Q3 20235
MONEY CONCEPTS CAPITAL CORP 210.00%0.02%0.03%Q4 2020Q4 20225
GSA CAPITAL PARTNERS LLP 550.02%0.03%0.04%Q4 2020Q4 20215
Physician Wealth Advisors, Inc. 320.06%0.54%1.03%Q4 2020Q2 20225
WELCH CAPITAL PARTNERS LLC/NY 550.14%0.15%0.15%Q4 2021Q4 20225
Sightline Wealth Advisors, LLC 440.18%0.44%0.68%Q4 2020Q3 20214
Intelligence Driven Advisers, LLC 440.04%0.25%0.59%Q4 2021Q3 20224
Sequoia Wealth Management, LLC 220.37%1.58%4.49%Q4 2018Q4 20194
TOTH FINANCIAL ADVISORY CORP 440.00%0.00%0.00%Q2 2020Q1 20214
Hardy Reed LLC 440.08%0.10%0.10%Q4 2022Q3 20234
Guidant Wealth Advisors 440.03%0.03%0.03%Q4 2018Q3 20194
AVANTAX ADVISORY SERVICES, INC. 220.01%0.01%0.01%Q3 2020Q3 20234
HHM Wealth Advisors, LLC 440.01%0.04%0.05%Q4 2022Q3 20234
AXXCESS WEALTH MANAGEMENT, LLC 310.01%0.03%0.06%Q3 2022Q3 20234
Trexquant Investment LP 310.01%0.05%0.15%Q1 2020Q2 20234
Q3 Asset Management 310.36%1.33%2.39%Q2 2019Q2 20204
Summit Global Investments 440.02%0.02%0.02%Q1 2021Q4 20214
AGF MANAGEMENT LTD 440.03%0.06%0.09%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
CANTOR FITZGERALD, L. P. 440.12%0.13%0.16%Q4 2022Q3 20234
Colonial Trust Co / SC 440.02%0.02%0.02%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.02%0.04%Q4 2022Q3 20234
Eley Financial Management, Inc 440.91%1.05%1.16%Q4 2022Q3 20234
Hoover Financial Advisors, Inc. 310.00%0.01%0.01%Q2 2020Q2 20214
Jacobi Capital Management LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Beaumont Financial Advisors, LLC 440.18%0.40%0.49%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.05%0.06%0.06%Q4 2022Q3 20234
ARGI Investment Services, LLC 440.01%0.02%0.02%Q2 2021Q1 20224
Asset Planning Services, Ltd. 220.03%0.03%0.03%Q3 2018Q3 20194
Avidian Wealth Solutions, LLC 310.02%0.03%0.03%Q4 2021Q3 20234
Demars Financial Group, LLC 441.85%1.89%1.96%Q4 2019Q3 20204
Lodestone Wealth Management LLC 440.16%0.28%0.37%Q4 2022Q3 20234
Beacon Pointe Advisors, LLC 220.00%0.01%0.01%Q4 2021Q3 20234
Parker Investment Management, LLC 310.07%0.23%0.59%Q4 2019Q4 20214
CFS Investment Advisory Services, LLC 310.04%0.39%1.05%Q4 2020Q1 20224
MILESTONE WEALTH, LLC 440.28%0.29%0.31%Q4 2021Q3 20224
Blue Trust, Inc. 310.00%0.00%0.00%Q2 2022Q2 20234
Independent Advisor Alliance 440.01%0.01%0.01%Q2 2021Q1 20224
Financial Freedom, LLC 440.36%0.46%0.52%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Red Door Wealth Management, LLC 210.05%0.09%0.16%Q1 2021Q2 20234
Baker Avenue Asset Management, LP 440.02%0.04%0.06%Q4 2022Q3 20234
LVZ, Inc. 440.12%0.15%0.16%Q1 2019Q4 20194
CPWM, LLC 310.02%0.02%0.02%Q2 2021Q3 20224
Richard W. Paul & Associates, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Foresight Wealth Management, LLC 440.20%0.20%0.21%Q2 2019Q1 20204
RPG Investment Advisory, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
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
Argent Wealth Management LLC 330.04%0.12%0.17%Q4 2019Q2 20203
Watson Rebecca 330.14%0.34%0.57%Q1 2020Q3 20203
DAVENPORT & Co LLC 210.00%0.00%0.00%Q4 2021Q3 20233
D.A. DAVIDSON & CO. 210.00%0.01%0.01%Q4 2015Q2 20183
Glass Jacobson Investment Advisors llc 210.11%0.12%0.13%Q4 2022Q3 20233
FIRETHORN WEALTH PARTNERS, LLC 330.51%0.74%0.87%Q4 2020Q2 20213
Cresset Asset Management, LLC 210.00%0.00%0.00%Q1 2019Q3 20233
BFSG, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
Prime Capital Investment Advisors, LLC 210.00%0.01%0.01%Q4 2019Q3 20233
Bartlett & Co. LLC 210.00%0.00%0.00%Q3 2021Q3 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
SWEENEY & MICHEL, LLC 330.35%0.36%0.39%Q1 2023Q3 20233
DAYMARK WEALTH PARTNERS, LLC 330.04%0.13%0.26%Q1 2023Q3 20233
HARBOR INVESTMENT ADVISORY, LLC 210.00%0.00%0.01%Q4 2019Q3 20223
High Falls Advisors, Inc 330.59%0.64%0.67%Q4 2015Q2 20163
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
Sound View Wealth Advisors Group, LLC 330.04%0.05%0.06%Q1 2023Q3 20233
Global Financial Private Capital, Inc 210.01%0.02%0.03%Q2 2018Q1 20193
Aptus Capital Advisors, LLC 210.00%0.09%0.14%Q4 2021Q3 20233
CULLEN/FROST BANKERS, INC. 210.00%0.00%0.00%Q4 2021Q3 20223
NewSquare Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Carmichael Hill & Associates, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Cardinal Strategic Wealth Guidance 330.12%0.14%0.16%Q4 2021Q2 20223
Kozak & Associates, Inc. 330.00%0.00%0.01%Q4 2022Q2 20233
Smart Money Group LLC 330.93%1.08%1.32%Q1 2020Q3 20203
Laurel Wealth Advisors LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Coppell Advisory Solutions LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Kraft, Davis & Associates, LLC 213.18%3.38%3.54%Q4 2022Q3 20233
GLENMEDE TRUST CO NA 330.00%0.00%0.00%Q3 2021Q1 20223
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.03%0.04%0.06%Q3 2021Q4 20223
Financial Gravity Companies, Inc. 210.00%0.03%0.05%Q4 2017Q4 20183
BEACON FINANCIAL GROUP 330.05%0.05%0.05%Q3 2021Q1 20223
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
U.S. Capital Wealth Advisors, LLC 210.01%0.01%0.02%Q4 2022Q3 20233
Baird Financial Group, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
Destination Wealth Management 210.00%0.00%0.00%Q1 2018Q4 20183
Visionary Asset Management, Inc. 210.02%0.27%0.43%Q4 2014Q2 20183
Harel Insurance Investments & Financial Services Ltd. 110.06%0.19%0.25%Q2 2016Q3 20233
Mach-1 Financial Group, LLC 210.00%0.00%0.00%Q2 2022Q1 20233
COBIZ WEALTH, LLC 110.10%0.31%0.61%Q4 2015Q4 20183
Y-Intercept (Hong Kong) Ltd 110.04%0.05%0.06%Q2 2021Q3 20233
Pinnacle Private Wealth, LLC 330.23%0.30%0.33%Q4 2021Q2 20223
Cape Investment Advisory, Inc. 330.19%0.21%0.25%Q1 2023Q3 20233
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
Independence Bank of Kentucky 210.00%0.00%0.01%Q4 2020Q4 20213
TD Waterhouse Canada Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
McGlone Suttner Wealth Management, Inc. 330.07%0.08%0.08%Q4 2022Q2 20233
Virtu KCG Holdings LLC 110.01%0.01%0.02%Q3 2015Q2 20173
BAKER TILLY WEALTH MANAGEMENT, LLC 330.06%0.11%0.15%Q4 2020Q2 20213
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 210.05%1.86%2.89%Q1 2018Q1 20223
Beaumont Capital Management, LLC 330.12%1.60%4.51%Q3 2021Q1 20223
Spectrum Planning & Advisory Services Inc. 331.03%1.47%1.84%Q4 2020Q2 20213
Financial Advocates Investment Management 330.02%0.02%0.02%Q2 2020Q4 20203
MONTAG A & ASSOCIATES INC 330.03%0.09%0.17%Q4 2018Q2 20193
Truadvice, LLC 330.26%0.44%0.55%Q3 2020Q1 20213
Baystate Wealth Management LLC 210.00%0.00%0.01%Q2 2020Q3 20233
Wealth Advisors of Tampa Bay, LLC 330.08%0.09%0.09%Q4 2021Q2 20223
Marotta Asset Management 330.05%0.15%0.27%Q2 2023Q4 20233
MKT Advisors LLC 330.18%0.18%0.19%Q2 2022Q4 20223
FURE FINANCIAL CORP 330.00%1.02%1.62%Q3 2020Q1 20213
Aspire Wealth Management Corp 330.04%0.07%0.11%Q4 2021Q2 20223
Jackson Wealth Management, LLC 330.98%1.01%1.06%Q2 2020Q4 20203
Savior LLC 330.02%0.03%0.04%Q4 2020Q2 20213
IHT Wealth Management, LLC 330.00%0.00%0.00%Q3 2017Q1 20183
MARSHALL WACE, LLP 110.00%0.00%0.01%Q3 2019Q3 20233
TWO SIGMA SECURITIES, LLC 110.00%0.03%0.07%Q3 2016Q4 20223
Family Asset Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Simplicity Solutions, LLC 210.02%0.04%0.06%Q1 2019Q2 20203
ARCADIA INVESTMENT MANAGEMENT CORP/MI 330.00%0.00%0.00%Q1 2023Q3 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
Yoder Wealth Management, Inc. 332.26%2.53%2.67%Q1 2023Q3 20233
WFA Asset Management Corp 220.01%0.01%0.01%Q2 2022Q3 20222
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Spectrum Management Group, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
ORSER CAPITAL MANAGEMENT, LLC 110.35%0.56%0.77%Q4 2017Q3 20182
Providence Capital Advisors, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
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
GeoWealth Management, LLC 110.03%0.05%0.07%Q3 2019Q3 20232
Clearstead Advisors, LLC 110.00%0.00%0.00%Q1 2022Q3 20232
MATHER GROUP, LLC. 220.00%0.00%0.00%Q2 2023Q3 20232
Jefferies Group LLC 220.00%0.00%0.00%Q1 2014Q2 20142
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
LEUTHOLD GROUP, LLC 220.04%0.05%0.05%Q4 2021Q1 20222
ACUTE INVESTMENT ADVISORY, LLC 220.19%0.20%0.20%Q4 2021Q1 20222
Live Oak Investment Partners 220.00%0.00%0.01%Q4 2022Q1 20232
Round Table Services, LLC 220.14%0.15%0.16%Q1 2020Q2 20202
Sutton Wealth Advisors Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
Financial Engines Advisors L.L.C. 220.00%0.00%0.00%Q2 2020Q3 20202
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20202
SUTTON PLACE INVESTORS LLC 220.34%0.36%0.38%Q4 2021Q1 20222
Impact Partnership Wealth, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Belmont Capital, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
Dynamic Advisor Solutions LLC 220.03%0.04%0.04%Q2 2023Q3 20232
Mirae Asset Global Investments Co., Ltd. 220.00%0.01%0.01%Q2 2023Q3 20232
Royal Capital Wealth Management, LLC 220.29%0.30%0.31%Q4 2021Q1 20222
Integrated Wealth Concepts LLC 220.02%0.02%0.03%Q1 2021Q2 20212
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
INSTRUMENTAL WEALTH, LLC 220.29%0.29%0.30%Q2 2023Q3 20232
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Apollon Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 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
HM PAYSON & CO 220.00%0.00%0.00%Q2 2023Q3 20232
Empirical Asset Management, LLC 110.19%0.20%0.20%Q1 2023Q3 20232
SEVEN MILE ADVISORY 220.25%0.27%0.29%Q2 2023Q3 20232
Summit Financial, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Fernwood Investment Management, LLC 220.11%0.12%0.12%Q1 2018Q2 20182
Ellevest, Inc. 110.00%0.01%0.01%Q4 2019Q1 20232
Hutchens & Kramer Investment Management Group, LLC 220.24%0.25%0.27%Q1 2023Q2 20232
OKABENA INVESTMENT SERVICES INC 220.00%0.02%0.04%Q4 2022Q1 20232
Retirement Group, LLC 110.03%0.05%0.06%Q4 2019Q2 20202
CHILTON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Crewe Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SVA Wealth Management, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
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
Axiom Investment Management LLC 220.02%0.02%0.02%Q1 2019Q2 20192
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q2 2018Q3 20182
Clearstead Trust, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CoreFirst Bank & Trust 220.01%0.01%0.01%Q2 2023Q3 20232
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q4 20192
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2020Q3 20232
FLPUTNAM INVESTMENT MANAGEMENT CO 220.01%0.01%0.01%Q2 2023Q3 20232
Squar Milner Financial Services LLC 220.01%0.01%0.01%Q4 2019Q1 20202
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
AVAII WEALTH MANAGEMENT, LLC 223.28%3.34%3.39%Q2 2023Q3 20232
Valley Brook Capital Group, Inc. 220.02%0.03%0.04%Q4 2020Q1 20212
Sanctuary Wealth Management, L.L.C. 114.37%5.00%5.64%Q1 2010Q2 20232
Moors & Cabot, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
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
Capital Asset Advisory Services LLC 220.00%0.00%0.01%Q2 2021Q3 20212
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
KMS FINANCIAL SERVICES, INC 220.07%0.07%0.07%Q2 2014Q3 20142
Eaton Financial Holdings Company, LLC 110.38%1.15%1.91%Q4 2022Q3 20232
Camarda Financial Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Badgley Phelps Wealth Managers, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CPR Investments Inc. 110.24%0.24%0.24%Q1 2023Q1 20231
LJI Wealth Management, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Redhawk Wealth Advisors, Inc. 111.87%1.87%1.87%Q4 2019Q4 20191
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
THOMPSON DAVIS & CO., INC. 110.02%0.02%0.02%Q3 2018Q3 20181
Operose Advisors LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CALTON & ASSOCIATES, INC. 110.04%0.04%0.04%Q4 2017Q4 20171
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Blue Sky Asset Management, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Regal Investment Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Northwest Bank & Trust Co 110.21%0.21%0.21%Q2 2023Q2 20231
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Sandy Cove Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ACCURATE INVESTMENT SOLUTIONS, INC. 110.17%0.17%0.17%Q1 2020Q1 20201
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
PLANNING DIRECTIONS INC 110.52%0.52%0.52%Q1 2020Q1 20201
RF&L WEALTH MANAGEMENT, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Pinnacle Family Advisors, LLC 110.11%0.11%0.11%Q1 2021Q1 20211
Graypoint LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
MCIA Inc 110.25%0.25%0.25%Q3 2018Q3 20181
NIEMANN CAPITAL MANAGEMENT INC 111.70%1.70%1.70%Q4 2019Q4 20191
Perigon Wealth Management, LLC 110.07%0.07%0.07%Q3 2016Q3 20161
SMITH CHAS P & ASSOCIATES PA CPAS 110.02%0.02%0.02%Q3 2023Q3 20231
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.00%0.00%Q1 2014Q1 20141
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Coston, McIsaac & Partners 110.00%0.00%0.00%Q1 2023Q1 20231
Frank, Rimerman Advisors LLC 110.09%0.09%0.09%Q3 2022Q3 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
CNB Bank 110.01%0.01%0.01%Q4 2017Q4 20171
Claraphi Advisory Network, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Acorn Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
JFS WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Beacon Financial Advisory LLC 110.12%0.12%0.12%Q1 2021Q1 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Zions Bancorporation 110.00%0.00%0.00%Q2 2016Q2 20161
VisionPoint Advisory Group, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
Navalign, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
TRUSTCORE FINANCIAL SERVICES, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Pacifica Partners Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
TRANSCEND CAPITAL ADVISORS, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2023Q1 20231
SFMG, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Ipsen Advisor Group LLC 110.31%0.31%0.31%Q4 2022Q4 20221
DOWLING & YAHNKE LLC 110.03%0.03%0.03%Q4 2019Q4 20191
OAKWOOD CAPITAL MANAGEMENT LLC/CA 110.09%0.09%0.09%Q3 2020Q3 20201
UBS AG 110.00%0.00%0.00%Q3 2014Q3 20141
LWS Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Integrated Wealth Management 110.07%0.07%0.07%Q1 2017Q1 20171
Gunma Bank,Ltd. 111.21%1.21%1.21%Q1 2021Q1 20211
F3Logic, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
New England Private Wealth Advisors LLC 110.08%0.08%0.08%Q1 2019Q1 20191
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.01%0.01%Q3 2018Q3 20181
Verition Fund Management LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Darwin Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Crown Wealth Group, LLC 111.52%1.52%1.52%Q4 2021Q4 20211
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
FourThought Financial Partners, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
Inspire Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
qPULA Trading Management LP 111.17%1.17%1.17%Q2 2022Q2 20221
Miracle Mile Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Freestone Capital Holdings, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
SYM FINANCIAL Corp 110.01%0.01%0.01%Q3 2023Q3 20231
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Castleview Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
OLD MISSION CAPITAL LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Level Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
Align Wealth Management, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Cerity Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
IronBridge Private Wealth, LLC 114.41%4.41%4.41%Q4 2021Q4 20211
ALTFEST L J & CO INC 111.97%1.97%1.97%Q3 2020Q3 20201
Foundations Investment Advisors, LLC 110.45%0.45%0.45%Q3 2018Q3 20181
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Elwood & Goetz Wealth Advisory Group, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
HL FINANCIAL SERVICES LLC 110.00%0.00%0.00%Q3 2018Q3 20181
SCHMIDT P J INVESTMENT MANAGEMENT INC 110.07%0.07%0.07%Q3 2018Q3 20181
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2017Q4 20171
Cox Capital Mgt LLC 110.15%0.15%0.15%Q1 2023Q1 20231
Jaffetilchin Investment Partners, LLC 110.17%0.17%0.17%Q1 2019Q1 20191
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
CITIZENS & NORTHERN CORP 110.18%0.18%0.18%Q4 2018Q4 20181
MCF Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
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
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Activest Wealth Management 110.00%0.00%0.00%Q4 2021Q4 20211
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Burleson & Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
STABLEFORD CAPITAL II LLC 110.21%0.21%0.21%Q1 2023Q1 20231
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
SteelPeak Wealth, LLC 110.54%0.54%0.54%Q4 2020Q4 20201
Stadion Money Management, LLC 110.54%0.54%0.54%Q4 2015Q4 20151
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Campbell Wealth Management 110.02%0.02%0.02%Q2 2020Q2 20201
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Seven Springs Wealth Group, LLC 110.31%0.31%0.31%Q4 2019Q4 20191
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q3 2018Q3 20181
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2022Q2 20221
Timber Creek Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q1 2021Q1 20211
Gemmer Asset Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.02%0.02%0.02%Q3 2023Q3 20231
Capital Investment Counsel, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
HAP Trading, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q2 2018Q2 20181
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Pinnacle Advisory Group, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Atlas Private Wealth Advisors 110.02%0.02%0.02%Q1 2021Q1 20211
My Personal CFO, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q2 2020Q2 20201
McCarthy Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
SkyOak Wealth, LLC 110.15%0.15%0.15%Q4 2019Q4 20191
BARCLAYS PLC 110.00%0.00%0.00%Q3 2021Q3 20211
UNIONVIEW, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
Virtus Fund Advisers, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Mystic Asset Management, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
External links

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