Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Tortoise Investment Management, LLC | 39 | 39 | 0.01% | 0.05% | 0.18% | Q1 2014 | Q3 2023 | 39 |
BANK OF AMERICA CORP /DE/ | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
WELLS FARGO & COMPANY/MN | 29 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 35 |
ROYAL BANK OF CANADA | 29 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 35 |
Cambridge Investment Research Advisors, Inc. | 32 | 1 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q3 2023 | 33 |
American Research & Management Co. | 32 | 32 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2022 | 32 |
UBS Group AG | 30 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
Advisory Services Network, LLC | 13 | 2 | 0.00% | 0.09% | 0.36% | Q1 2015 | Q3 2023 | 31 |
GOLDMAN SACHS GROUP INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 30 |
Sigma Planning Corp | 15 | 13 | 0.01% | 0.08% | 0.52% | Q3 2016 | Q3 2023 | 28 |
LPL Financial LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 17 | 11 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 28 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 27 |
Lido Advisors, LLC | 27 | 27 | 0.12% | 0.19% | 0.33% | Q1 2017 | Q3 2023 | 27 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 3 | 0.00% | 0.11% | 0.53% | Q4 2016 | Q3 2023 | 26 |
Peak Financial Management, Inc. | 26 | 26 | 0.09% | 2.67% | 3.49% | Q2 2017 | Q3 2023 | 26 |
Exchange Capital Management, Inc. | 25 | 25 | 0.17% | 0.21% | 0.26% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q3 2023 | 24 |
Beaumont Financial Partners, LLC | 8 | 1 | 0.16% | 1.53% | 4.07% | Q2 2014 | Q4 2021 | 24 |
Broadview Financial Management, LLC | 24 | 24 | 0.40% | 1.52% | 3.34% | Q4 2017 | Q3 2023 | 24 |
LYNCH & ASSOCIATES/IN | 15 | 9 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q4 2023 | 24 |
STIFEL FINANCIAL CORP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
HighTower Advisors, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
FMR LLC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 23 | 23 | 0.00% | 0.14% | 0.81% | Q2 2014 | Q4 2019 | 23 |
Snowden Capital Advisors LLC | 15 | 8 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 23 |
Tower Research Capital LLC (TRC) | 10 | 2 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 22 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Bray Capital Advisors | 20 | 20 | 0.05% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Geneos Wealth Management Inc. | 15 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2021 | 19 |
Certified Advisory Corp | 11 | 4 | 0.04% | 0.16% | 0.38% | Q4 2017 | Q3 2023 | 19 |
AdvisorNet Financial, Inc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
AGF Investments LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 17 |
RAND WEALTH, LLC | 16 | 16 | 0.06% | 0.08% | 0.11% | Q4 2014 | Q3 2018 | 16 |
Element Wealth, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Raymond James Financial Services Advisors, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Smith, Salley & Associates | 16 | 16 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Legacy Bridge, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Commonwealth Equity Services, Inc | 15 | 15 | 0.01% | 0.03% | 0.09% | Q1 2014 | Q3 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
JPMORGAN CHASE & CO | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 15 |
Beaumont Asset Management, L.L.C. | 14 | 1 | 0.16% | 0.26% | 0.31% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Global Retirement Partners, LLC | 11 | 3 | 0.00% | 0.18% | 0.38% | Q1 2017 | Q3 2023 | 14 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 14 | 14 | 1.11% | 1.50% | 1.64% | Q3 2014 | Q4 2017 | 14 |
Retirement Group, LLC | 14 | 14 | 0.01% | 0.06% | 0.27% | Q2 2020 | Q3 2023 | 14 |
LINCOLN NATIONAL CORP | 12 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.04% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Shamrock Asset Management LLC | 8 | 1 | 0.00% | 0.07% | 0.43% | Q2 2014 | Q3 2019 | 13 |
FMA ADVISORY INC | 4 | 1 | 0.03% | 0.13% | 0.39% | Q2 2015 | Q3 2021 | 13 |
SPINNAKER TRUST | 6 | 1 | 0.03% | 0.11% | 0.16% | Q3 2015 | Q4 2021 | 13 |
55I, LLC | 12 | 12 | 0.02% | 0.06% | 0.31% | Q4 2019 | Q3 2022 | 12 |
Sunbelt Securities, Inc. | 11 | 11 | 0.04% | 0.10% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Mutual Advisors, LLC | 7 | 4 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
PERSONAL CFO SOLUTIONS, LLC | 5 | 2 | 0.05% | 0.43% | 1.13% | Q3 2019 | Q3 2023 | 11 |
Krilogy Financial LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2018 | 11 |
Gradient Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2021 | 11 |
Farmers & Merchants Trust Co of Chambersburg PA | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Pensionmark Financial Group, LLC | 11 | 11 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q4 2022 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Qube Research & Technologies Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Financial Partners Group, Inc | 10 | 10 | 0.05% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 10 |
Argentus Capital Management, LLC | 10 | 10 | 0.00% | 0.11% | 0.20% | Q2 2014 | Q3 2016 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Newfound Research LLC | 5 | 2 | 0.03% | 1.46% | 3.16% | Q1 2017 | Q3 2020 | 10 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2018 | 10 |
Brookstone Capital Management | 10 | 10 | 0.06% | 0.15% | 0.74% | Q2 2021 | Q3 2023 | 10 |
HBW ADVISORY SERVICES LLC | 6 | 1 | 0.14% | 0.28% | 0.75% | Q2 2020 | Q2 2023 | 9 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Private Ocean, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 9 |
AE Wealth Management LLC | 5 | 4 | 0.00% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
RAYMOND JAMES & ASSOCIATES | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 9 |
SOUTHERN CAPITAL ADVISORS, LLC | 8 | 8 | 0.50% | 0.59% | 0.69% | Q4 2021 | Q3 2023 | 8 |
PARK AVENUE SECURITIES LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 8 |
NORTHERN TRUST CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
Trail Ridge Investment Advisors, LLC | 8 | 8 | 0.14% | 0.33% | 0.46% | Q4 2021 | Q3 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 2 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 8 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 8 |
180 WEALTH ADVISORS, LLC | 8 | 8 | 0.10% | 0.19% | 0.27% | Q4 2017 | Q3 2019 | 8 |
Heritage Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.01% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Steward Partners Investment Advisory, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Secure Asset Management, LLC | 6 | 1 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q4 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Freedom Investment Management, Inc. | 7 | 7 | 0.13% | 0.40% | 0.81% | Q1 2022 | Q3 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Ellis Investment Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
COMERICA SECURITIES,INC. | 6 | 1 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 7 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 7 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 7 |
Brinker Capital Investments, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q4 2022 | 7 |
FDx Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
CITIGROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 6 |
Joseph P. Lucia & Associates, LLC | 5 | 1 | 0.09% | 0.14% | 0.16% | Q2 2021 | Q4 2022 | 6 |
CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
MATHER GROUP, LLC. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
TBH Global Asset Management, LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q3 2021 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 6 |
Bowling Portfolio Management LLC | 6 | 6 | 0.37% | 0.45% | 0.54% | Q2 2021 | Q3 2022 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 6 |
SVB WEALTH LLC | 6 | 6 | 0.00% | 0.04% | 0.12% | Q2 2019 | Q3 2020 | 6 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2016 | 6 |
MML INVESTORS SERVICES, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
One Capital Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
WealthShield Partners, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
WHALEROCK POINT PARTNERS, LLC | 5 | 5 | 0.10% | 0.14% | 0.24% | Q2 2017 | Q2 2018 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q2 2023 | 5 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 5 |
CWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
Perigon Wealth Management, LLC | 4 | 1 | 0.01% | 0.08% | 0.14% | Q3 2016 | Q1 2018 | 5 |
Cribstone Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
FLOW TRADERS U.S. LLC | 3 | 2 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q3 2022 | 5 |
WULFF, HANSEN & CO. | 3 | 2 | 0.22% | 0.24% | 0.27% | Q4 2021 | Q1 2023 | 5 |
Prostatis Group LLC | 4 | 1 | 0.02% | 0.35% | 0.56% | Q1 2021 | Q2 2023 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Pinnacle Family Advisors, LLC | 5 | 5 | 0.38% | 0.43% | 0.48% | Q3 2017 | Q3 2018 | 5 |
Birchcreek Wealth Management, LLC | 4 | 1 | 0.18% | 0.27% | 0.31% | Q1 2021 | Q2 2022 | 5 |
Soltis Investment Advisors LLC | 4 | 1 | 0.04% | 0.21% | 0.35% | Q3 2020 | Q4 2021 | 5 |
Allegis Investment Advisors, LLC | 2 | 1 | 0.06% | 0.61% | 1.40% | Q4 2015 | Q2 2017 | 5 |
Almanack Investment Partners, LLC. | 5 | 5 | 0.04% | 0.10% | 0.16% | Q3 2021 | Q3 2022 | 5 |
AMERIPRISE FINANCIAL INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 5 |
BLUESTEIN R H & CO LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Giralda Advisors, LLC | 2 | 2 | 0.12% | 0.33% | 0.49% | Q1 2015 | Q2 2016 | 4 |
Rehmann Capital Advisory Group | 3 | 1 | 0.00% | 0.10% | 0.19% | Q2 2014 | Q2 2019 | 4 |
Charter Oak Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Walleye Trading LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 4 |
Traynor Capital Management, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Slow Capital, Inc. | 4 | 4 | 0.21% | 0.26% | 0.28% | Q4 2020 | Q3 2021 | 4 |
Karp Capital Management Corp | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q3 2015 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
NorthCoast Asset Management LLC | 3 | 1 | 0.06% | 0.14% | 0.17% | Q3 2018 | Q3 2021 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Q3 Asset Management | 3 | 1 | 0.35% | 1.19% | 2.62% | Q1 2021 | Q4 2022 | 4 |
Essex Financial Services, Inc. | 2 | 1 | 0.01% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
VICUS CAPITAL | 2 | 1 | 0.23% | 0.95% | 1.25% | Q4 2016 | Q1 2023 | 4 |
EPG Wealth Management LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 4 |
FormulaFolio Investments, LLC | 2 | 1 | 0.04% | 0.80% | 1.38% | Q3 2016 | Q2 2021 | 4 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2017 | Q4 2018 | 4 |
BNC WEALTH MANAGEMENT, LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q3 2021 | Q2 2022 | 4 |
Connectus Wealth, LLC | 2 | 2 | 0.02% | 0.04% | 0.12% | Q1 2022 | Q3 2023 | 4 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 4 | 4 | 0.10% | 1.28% | 1.95% | Q1 2021 | Q4 2021 | 4 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.56% | 0.60% | 0.66% | Q2 2019 | Q4 2019 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Atria Investments, Inc | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.20% | 0.23% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Permanens Capital L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
BB&T SECURITIES, LLC | 2 | 1 | 0.05% | 0.09% | 0.11% | Q2 2018 | Q1 2019 | 3 |
LEUTHOLD GROUP, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2021 | Q3 2021 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.45% | 0.48% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Stone House Investment Management, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 3 |
Canton Hathaway, LLC | 2 | 1 | 0.02% | 0.13% | 0.35% | Q3 2018 | Q4 2019 | 3 |
Amplius Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 3 |
B.O.S.S. Retirement Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Janney Montgomery Scott LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Beaumont Capital Management, LLC | 1 | 1 | 0.18% | 1.62% | 4.50% | Q3 2021 | Q4 2022 | 3 |
Lifeworks Advisors, LLC | 3 | 3 | 0.40% | 0.49% | 0.55% | Q3 2022 | Q1 2023 | 3 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
LEVEL FOUR FINANCIAL, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.02% | 0.07% | 0.11% | Q4 2020 | Q4 2021 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 2 |
Gateway Advisory, LLC | 2 | 2 | 0.09% | 0.11% | 0.14% | Q4 2017 | Q1 2018 | 2 |
PRIMORIS WEALTH ADVISORS, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.21% | 1.73% | 3.26% | Q3 2022 | Q4 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Belmont Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q1 2018 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
PROFESSIONAL PLANNING | 2 | 2 | 0.27% | 0.29% | 0.30% | Q2 2021 | Q3 2021 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
WFG Advisors, LP | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q4 2016 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SMITH SHELLNUT WILSON LLC /ADV | 1 | 1 | 0.89% | 2.53% | 4.17% | Q2 2017 | Q2 2021 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q1 2021 | Q2 2021 | 2 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.10% | 0.14% | 0.17% | Q4 2017 | Q1 2018 | 2 |
Capital Asset Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.62% | 0.73% | 0.85% | Q4 2020 | Q1 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Kingdom Financial Group LLC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2019 | Q4 2019 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EAGLE GLOBAL ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2019 | Q4 2019 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
City State Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
External links
This page lists all the filers that currently own FIDELITY COVINGTON TRUST or have owned FIDELITY COVINGTON TRUST in the past.