Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 39 |
Cutler Group LLC / CA | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 34 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 31 |
UBS Group AG | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 28 |
WELLS FARGO & COMPANY/MN | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 25 |
MORGAN STANLEY | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
RAYMOND JAMES & ASSOCIATES | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Chicago Partners Investment Group LLC | 24 | 24 | 0.04% | 0.59% | 1.05% | Q4 2017 | Q3 2023 | 24 |
ROYAL BANK OF CANADA | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.05% | 0.19% | Q4 2017 | Q3 2023 | 24 |
LPL Financial LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
D.A. DAVIDSON & CO. | 24 | 24 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.03% | 0.20% | Q1 2016 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 13 | 10 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 23 |
US BANCORP \DE\ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21 | 21 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 21 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 12 | 9 | 0.01% | 0.15% | 0.37% | Q4 2017 | Q2 2023 | 21 |
IHT Wealth Management, LLC | 20 | 20 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2022 | 20 |
Advisory Services Network, LLC | 10 | 2 | 0.00% | 0.03% | 0.12% | Q4 2017 | Q1 2023 | 19 |
Sterling Investment Advisors, Ltd. | 19 | 19 | 0.01% | 0.09% | 0.21% | Q4 2017 | Q2 2022 | 19 |
Patriot Financial Group Insurance Agency, LLC | 19 | 19 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 19 |
IMS Capital Management | 18 | 18 | 0.08% | 0.38% | 0.58% | Q2 2018 | Q3 2022 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q1 2022 | 18 |
MML INVESTORS SERVICES, LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2022 | 18 |
BANK OF AMERICA CORP /DE/ | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 18 | 18 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q2 2022 | 18 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.04% | 0.15% | Q4 2018 | Q3 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 5 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2022 | 16 |
Cetera Advisor Networks LLC | 11 | 5 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q1 2022 | 16 |
JPMORGAN CHASE & CO | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 16 |
WEDBUSH SECURITIES INC | 8 | 7 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q4 2022 | 15 |
Pinnacle Bancorp, Inc. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
HighTower Advisors, LLC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 15 |
HHM Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CITY HOLDING CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
HOLLENCREST CAPITAL MANAGEMENT | 10 | 4 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 14 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.06% | 0.13% | Q1 2019 | Q2 2023 | 14 |
TOTH FINANCIAL ADVISORY CORP | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
BANK OF MONTREAL /CAN/ | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 13 |
SIMPLEX TRADING, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
AFT, FORSYTH & COMPANY, INC. | 8 | 1 | 0.14% | 0.17% | 0.25% | Q3 2018 | Q1 2022 | 13 |
WASHINGTON TRUST Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.11% | 0.28% | Q4 2020 | Q3 2023 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2020 | 12 |
First Allied Advisory Services, Inc. | 12 | 12 | 0.04% | 0.09% | 0.14% | Q4 2017 | Q3 2020 | 12 |
Financial Sense Advisors, Inc. | 11 | 11 | 0.13% | 0.22% | 0.52% | Q4 2017 | Q2 2020 | 11 |
CWM, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 11 |
OPPENHEIMER & CO INC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2021 | 11 |
FMR LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 11 |
STIFEL FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Valeo Financial Advisors, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 11 |
IFG Advisory, LLC | 11 | 11 | 0.04% | 0.08% | 0.10% | Q1 2018 | Q3 2020 | 11 |
Laurel Wealth Advisors, Inc. | 11 | 11 | 0.12% | 0.20% | 0.29% | Q4 2017 | Q2 2020 | 11 |
Purus Wealth Management, LLC | 10 | 10 | 0.18% | 0.25% | 0.36% | Q4 2020 | Q1 2023 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 10 |
Wealthcare Advisory Partners LLC | 8 | 2 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q3 2023 | 10 |
THOMPSON DAVIS & CO., INC. | 6 | 4 | 0.75% | 1.37% | 2.15% | Q4 2017 | Q1 2023 | 10 |
Advisor Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Financial Advocates Investment Management | 8 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q1 2022 | 9 |
Sigma Planning Corp | 8 | 1 | 0.01% | 0.08% | 0.19% | Q1 2018 | Q3 2023 | 9 |
DAVENPORT & Co LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
Steward Partners Investment Advisory, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 8 |
Brand Asset Management Group, Inc. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2020 | 8 |
DELTEC ASSET MANAGEMENT LLC | 5 | 3 | 0.03% | 0.16% | 0.39% | Q1 2019 | Q4 2021 | 8 |
PNC FINANCIAL SERVICES GROUP, INC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
Cetera Investment Advisers | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Global Retirement Partners, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q2 2022 | 8 |
TELEMUS CAPITAL, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2019 | 8 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q4 2021 | 8 |
Ahrens Investment Partners LLC | 4 | 1 | 0.03% | 0.34% | 1.62% | Q2 2018 | Q1 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Private Advisor Group, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 8 |
Janney Montgomery Scott LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Simplicity Solutions, LLC | 4 | 3 | 0.03% | 0.08% | 0.12% | Q1 2018 | Q4 2019 | 7 |
Financial Enhancement Group LLC | 6 | 1 | 0.01% | 0.07% | 0.30% | Q2 2018 | Q3 2022 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q4 2020 | 7 |
MARSHALL WACE, LLP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q2 2023 | 7 |
Cypress Capital Management LLC (WY) | 7 | 7 | 0.26% | 0.33% | 0.46% | Q4 2019 | Q2 2021 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Intellectus Partners, LLC | 7 | 7 | 0.08% | 0.21% | 0.31% | Q1 2019 | Q3 2020 | 7 |
OneDigital Investment Advisors LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q2 2020 | 6 |
Del-Sette Capital Management, LLC | 4 | 2 | 0.28% | 0.94% | 2.14% | Q4 2021 | Q3 2023 | 6 |
Realta Investment Advisors | 4 | 2 | 0.01% | 0.07% | 0.13% | Q1 2019 | Q3 2023 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.02% | 0.08% | 0.13% | Q2 2021 | Q3 2022 | 6 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 6 | 6 | 0.17% | 0.22% | 0.28% | Q1 2022 | Q2 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Atria Investments, Inc | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Geneos Wealth Management Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Brinker Capital Investments, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Glassman Wealth Services | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Flaharty Asset Management, LLC | 5 | 5 | 0.09% | 0.16% | 0.24% | Q4 2020 | Q4 2021 | 5 |
Wealth Advisory Solutions, LLC | 5 | 5 | 0.14% | 0.15% | 0.15% | Q4 2019 | Q4 2020 | 5 |
DUNCKER STREETT & CO INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Rockefeller Capital Management L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
SeaCrest Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 4 |
Veracity Capital LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2019 | Q3 2020 | 4 |
Ausdal Financial Partners, Inc. | 4 | 4 | 0.15% | 0.28% | 0.33% | Q4 2017 | Q3 2018 | 4 |
F3Logic, LLC | 2 | 1 | 0.02% | 0.04% | 0.04% | Q2 2019 | Q2 2021 | 4 |
NewEdge Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q4 2022 | 4 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 4 |
Triumph Capital Management | 4 | 4 | 0.38% | 0.50% | 0.56% | Q2 2021 | Q1 2022 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JAG CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q4 2018 | 4 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.03% | 0.33% | 0.44% | Q2 2019 | Q2 2023 | 4 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 3 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Dana Investment Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
Balentine LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2020 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.02% | 0.06% | 0.13% | Q4 2018 | Q2 2019 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q1 2022 | 3 |
Weaver Consulting Group | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
NEXT Financial Group, Inc | 2 | 1 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q4 2018 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q4 2018 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.30% | 0.37% | 0.44% | Q2 2018 | Q1 2019 | 3 |
Private Wealth Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q3 2021 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2020 | 3 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Sunesis Advisors, LLC | 3 | 3 | 0.26% | 0.29% | 0.32% | Q4 2018 | Q2 2019 | 3 |
AdvisorNet Financial, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
TWO SIGMA ADVISERS, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Geneva Partners, LLC | 2 | 2 | 0.20% | 0.21% | 0.21% | Q3 2020 | Q4 2020 | 2 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q1 2019 | 2 |
U S GLOBAL INVESTORS INC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2018 | Q3 2018 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2020 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q3 2021 | 2 |
J Arnold Wealth Management Co | 1 | 1 | 0.12% | 0.15% | 0.19% | Q2 2020 | Q4 2020 | 2 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Chanos & Co LP | 2 | 2 | 0.37% | 0.38% | 0.38% | Q1 2019 | Q2 2019 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
EUDAIMONIA ADVISORS LLC | 2 | 2 | 0.25% | 0.32% | 0.39% | Q4 2021 | Q1 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
IronBridge Private Wealth, LLC | 2 | 2 | 1.72% | 2.51% | 3.30% | Q2 2023 | Q3 2023 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.08% | 0.13% | 0.18% | Q2 2018 | Q3 2018 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
River Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.97% | 1.07% | 1.17% | Q2 2018 | Q3 2018 | 2 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2018 | Q3 2018 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Virtu Financial LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Adams Wealth Management | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2019 | Q4 2019 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2022 | Q4 2022 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BIRINYI ASSOCIATES INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2021 | Q1 2021 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2017 | Q4 2017 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 2.96% | 2.96% | 2.96% | Q3 2021 | Q3 2021 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2021 | Q1 2021 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own INNOVATOR ETFS TR or have owned INNOVATOR ETFS TR in the past.