Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 59 |
Citadel Advisors | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 59 |
Cutler Group LLC / CA | 18 | 3 | 0.00% | 0.01% | 0.11% | Q2 2018 | Q3 2023 | 57 |
CITIGROUP INC | 14 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 43 |
WOLVERINE TRADING, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 40 |
JANE STREET GROUP, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 39 |
BARCLAYS PLC | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 39 |
Parallax Volatility Advisers, L.P. | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 29 |
Walleye Trading LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 29 |
HAP Trading, LLC | 14 | 2 | 0.00% | 0.03% | 0.14% | Q2 2018 | Q3 2023 | 28 |
Private Wealth Advisors, LLC | 14 | 14 | 0.01% | 4.00% | 8.06% | Q2 2020 | Q3 2023 | 25 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 24 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 24 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Daiwa Securities Group Inc. | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Highlander Capital Management, LLC | 22 | 22 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
PICTON MAHONEY ASSET MANAGEMENT | 12 | 9 | 0.00% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Claret Asset Management Corp | 17 | 17 | 0.04% | 0.12% | 1.04% | Q4 2018 | Q4 2022 | 21 |
ASSETMARK, INC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 21 |
Zurich Insurance Group Ltd/FI | 20 | 20 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2023 | 20 |
JPMORGAN CHASE & CO | 13 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
THORNBURG INVESTMENT MANAGEMENT INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.05% | 0.27% | Q2 2018 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
BigSur Wealth Management LLC | 11 | 6 | 0.13% | 0.16% | 0.21% | Q2 2018 | Q3 2022 | 17 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.03% | Q3 2019 | Q3 2023 | 17 |
BANK OF MONTREAL /CAN/ | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 14 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Caption Management, LLC | 8 | 8 | 0.00% | 0.14% | 0.38% | Q4 2020 | Q3 2022 | 16 |
Sowa Financial Group, Inc. | 16 | 16 | 1.00% | 1.25% | 1.50% | Q4 2019 | Q3 2023 | 16 |
HighTower Advisors, LLC | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 16 |
Mirae Asset Global Investments Co., Ltd. | 10 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 16 |
Cambridge Investment Research Advisors, Inc. | 12 | 4 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 16 |
GROUP ONE TRADING, L.P. | 9 | 3 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 16 |
EPG Wealth Management LLC | 10 | 5 | 0.04% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 15 |
Windsor Creek Advisors, LLC | 12 | 12 | 0.04% | 0.28% | 0.54% | Q4 2018 | Q3 2021 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 2 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 15 |
REILLY FINANCIAL ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Knights of Columbus Asset Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
IFG Advisory, LLC | 15 | 15 | 0.04% | 0.07% | 0.10% | Q2 2018 | Q4 2021 | 15 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
Jacobi Capital Management LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.02% | 0.09% | Q1 2021 | Q3 2023 | 14 |
NOMURA ASSET MANAGEMENT CO LTD | 9 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2022 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Financial Advocates Investment Management | 13 | 1 | 0.02% | 0.19% | 0.44% | Q2 2018 | Q3 2023 | 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
BREWIN DOLPHIN LTD | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
NEXT Financial Group, Inc | 7 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 13 |
NewEdge Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Tower Research Capital LLC (TRC) | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
DEUTSCHE BANK AG\ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 13 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.03% | 0.10% | Q2 2019 | Q3 2022 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 2 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 13 |
Larson Financial Group LLC | 13 | 13 | 0.00% | 0.01% | 0.08% | Q3 2020 | Q3 2023 | 13 |
HUNTINGTON NATIONAL BANK | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 12 |
Savior LLC | 12 | 12 | 0.07% | 3.36% | 9.81% | Q4 2020 | Q3 2023 | 12 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.02% | 0.18% | 1.01% | Q2 2018 | Q3 2023 | 12 |
Omnia Family Wealth, LLC | 8 | 1 | 0.45% | 2.97% | 5.01% | Q4 2018 | Q3 2023 | 12 |
SG Americas Securities, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 11 |
Advisory Services Network, LLC | 7 | 1 | 0.00% | 0.03% | 0.14% | Q2 2020 | Q3 2023 | 11 |
Avion Wealth | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
EQUITEC PROPRIETARY MARKETS, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q1 2023 | 11 |
Activest Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 10 | 1 | 0.01% | 0.07% | 0.19% | Q3 2020 | Q2 2023 | 11 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Equitable Holdings, Inc. | 10 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 11 |
Cornerstone Wealth Management, LLC | 10 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2023 | 11 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Quad-Cities Investment Group, LLC | 6 | 4 | 0.00% | 0.08% | 0.22% | Q2 2018 | Q4 2022 | 10 |
Integrated Advisors Network LLC | 7 | 3 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q4 2022 | 10 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.06% | 0.18% | 0.34% | Q3 2018 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Clearstead Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TRUIST FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
SeaCrest Wealth Management, LLC | 5 | 4 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q1 2023 | 9 |
IHT Wealth Management, LLC | 9 | 9 | 0.08% | 0.13% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Cetera Advisor Networks LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Cavalier Investments, LLC | 9 | 9 | 0.21% | 3.15% | 4.61% | Q1 2021 | Q1 2023 | 9 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 9 | 0.10% | 0.12% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Brinker Capital Investments, LLC | 9 | 9 | 0.11% | 0.31% | 0.78% | Q2 2018 | Q2 2020 | 9 |
Parallel Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 9 |
AE Wealth Management LLC | 8 | 1 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q2 2023 | 9 |
BAROMETER CAPITAL MANAGEMENT INC. | 9 | 9 | 0.07% | 0.21% | 0.43% | Q3 2021 | Q3 2023 | 9 |
FNY Investment Advisers, LLC | 5 | 4 | 0.02% | 0.12% | 0.29% | Q2 2018 | Q4 2022 | 9 |
GABLES CAPITAL MANAGEMENT INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Passaic Partners LLC | 8 | 8 | 1.05% | 1.88% | 2.48% | Q4 2021 | Q3 2023 | 8 |
Bellwether Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Focused Wealth Management, Inc | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Solstein Capital, LLC | 7 | 1 | 0.01% | 0.07% | 0.12% | Q2 2021 | Q3 2023 | 8 |
Janney Montgomery Scott LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 8 |
LAZARD ASSET MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Global Retirement Partners, LLC | 6 | 2 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.01% | 0.05% | Q3 2019 | Q1 2022 | 8 |
Ancora Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 8 |
Cribstone Capital Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2020 | 8 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 8 |
STIFEL FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
InterOcean Capital, LLC | 8 | 8 | 0.08% | 0.10% | 0.13% | Q2 2018 | Q1 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.08% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
SCOTIA CAPITAL INC. | 7 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 8 |
MML INVESTORS SERVICES, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BANQUE PICTET & CIE SA | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.00% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 7 |
U S GLOBAL INVESTORS INC | 3 | 1 | 0.00% | 0.04% | 0.10% | Q1 2019 | Q1 2023 | 7 |
WADE G W & INC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Prospera Financial Services Inc | 6 | 1 | 0.00% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 7 |
Sandy Spring Bank | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.15% | 0.19% | 0.24% | Q1 2022 | Q3 2023 | 7 |
B. Riley Wealth Advisors, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Johnson Midwest Financial, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Leucadia National | 3 | 3 | 0.00% | 0.02% | 0.08% | Q4 2022 | Q2 2023 | 7 |
PRUDENTIAL PLC | 5 | 2 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q2 2022 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q1 2022 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.00% | 0.06% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Windmill Hill Asset Management Ltd | 7 | 7 | 7.75% | 9.61% | 11.81% | Q1 2022 | Q3 2023 | 7 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.09% | 0.34% | Q2 2020 | Q1 2023 | 7 |
Twin Tree Management, LP | 2 | 2 | 0.01% | 0.02% | 0.07% | Q2 2021 | Q2 2022 | 7 |
Gradient Investments LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sage Capital Advisors,llc | 7 | 7 | 0.08% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
COMERICA SECURITIES,INC. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
BESSEMER GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 6 |
WEALTHSOURCE PARTNERS, LLC | 6 | 6 | 0.10% | 0.14% | 0.19% | Q3 2021 | Q4 2022 | 6 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 6 | 6 | 0.18% | 0.42% | 0.80% | Q3 2021 | Q4 2022 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Navis Wealth Advisors, LLC | 6 | 6 | 0.19% | 0.54% | 1.33% | Q1 2022 | Q2 2023 | 6 |
Danda Trouve Investment Management, Inc. | 6 | 6 | 0.62% | 2.26% | 2.90% | Q2 2020 | Q3 2021 | 6 |
Castleview Partners, LLC | 6 | 6 | 0.01% | 0.70% | 1.15% | Q2 2022 | Q3 2023 | 6 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.03% | 0.12% | Q2 2021 | Q3 2022 | 6 |
TCG Advisory Services, LLC | 6 | 6 | 0.14% | 0.20% | 0.30% | Q2 2022 | Q3 2023 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
Cambridge Advisors Inc. | 6 | 6 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2022 | 6 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 6 | 6 | 2.98% | 4.34% | 6.95% | Q2 2018 | Q3 2019 | 6 |
BOSTON ADVISORS LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2019 | 6 |
Sigma Planning Corp | 3 | 1 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
SPROTT INC. | 6 | 6 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q4 2020 | 6 |
HOURGLASS CAPITAL, LLC | 6 | 6 | 0.04% | 0.07% | 0.08% | Q2 2021 | Q3 2022 | 6 |
Laurel Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Capital Wealth Alliance, LLC | 5 | 1 | 0.00% | 2.00% | 3.58% | Q4 2019 | Q3 2023 | 6 |
Ausdal Financial Partners, Inc. | 3 | 2 | 0.04% | 0.13% | 0.23% | Q3 2020 | Q3 2022 | 5 |
HARVEST VOLATILITY MANAGEMENT LLC | 5 | 5 | 0.68% | 1.18% | 1.44% | Q4 2020 | Q4 2021 | 5 |
SG3 Management, LLC | 3 | 2 | 0.00% | 0.42% | 1.37% | Q3 2020 | Q3 2022 | 5 |
Rye Brook Capital LLC | 5 | 5 | 0.47% | 1.04% | 1.94% | Q1 2021 | Q1 2022 | 5 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.00% | 0.08% | 0.20% | Q2 2018 | Q3 2023 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BOENNING & SCATTERGOOD, INC. | 5 | 5 | 0.05% | 0.07% | 0.08% | Q2 2018 | Q2 2019 | 5 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Sepio Capital, LP | 4 | 1 | 0.03% | 0.12% | 0.20% | Q4 2020 | Q2 2023 | 5 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 5 |
Financial Management Professionals, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 5 |
Elmwood Wealth Management, Inc. | 5 | 5 | 0.03% | 0.28% | 0.44% | Q2 2018 | Q2 2019 | 5 |
CIBC WORLD MARKET INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 5 |
Verition Fund Management LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 5 |
Tidal Investments LLC | 4 | 1 | 0.02% | 0.05% | 0.10% | Q2 2022 | Q3 2023 | 5 |
Patriot Financial Group Insurance Agency, LLC | 3 | 2 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q2 2022 | 5 |
MD Financial Management Inc. | 5 | 5 | 0.15% | 0.38% | 0.64% | Q2 2019 | Q2 2020 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.00% | 0.12% | 0.52% | Q3 2022 | Q3 2023 | 5 |
Atlas Financial Advisors, Inc. | 5 | 5 | 0.35% | 0.57% | 0.67% | Q1 2022 | Q1 2023 | 5 |
ACG Wealth | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q2 2019 | 5 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 5 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 5 |
Intellectus Partners, LLC | 4 | 4 | 0.13% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Trek Financial, LLC | 4 | 4 | 0.03% | 0.10% | 0.13% | Q2 2020 | Q1 2021 | 4 |
HSBC HOLDINGS PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.71% | 0.83% | 0.89% | Q4 2022 | Q3 2023 | 4 |
Itau Unibanco Holding S.A. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Asset Dedication, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Polianta Ltd | 4 | 4 | 1.00% | 4.40% | 6.15% | Q2 2018 | Q1 2019 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Smart Portfolios, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Sterling Manor Financial, LLC | 3 | 1 | 0.25% | 0.41% | 0.58% | Q4 2020 | Q3 2022 | 4 |
New Century Advisors, LLC | 4 | 4 | 4.34% | 6.62% | 8.23% | Q4 2021 | Q3 2022 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.24% | 0.37% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Virtu Financial LLC | 4 | 4 | 0.02% | 0.07% | 0.15% | Q2 2018 | Q1 2019 | 4 |
RWA WEALTH PARTNERS, LLC | 2 | 1 | 0.01% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 4 |
OneAscent Wealth Management LLC | 4 | 4 | 0.08% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.09% | Q2 2023 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Forefront Analytics, LLC | 4 | 4 | 0.19% | 0.31% | 0.43% | Q2 2022 | Q1 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mid-American Wealth Advisory Group, Inc. | 2 | 2 | 0.22% | 1.28% | 2.41% | Q4 2021 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 4 |
Integrated Wealth Concepts LLC | 3 | 1 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 4 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 4 | 4 | 0.20% | 0.26% | 0.38% | Q2 2018 | Q1 2019 | 4 |
Amundi | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
TBH Global Asset Management, LLC | 4 | 4 | 0.07% | 0.34% | 0.47% | Q1 2022 | Q4 2022 | 4 |
Creative Planning | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Point72 Asset Management, L.P. | 4 | 4 | 0.26% | 0.33% | 0.40% | Q1 2022 | Q4 2022 | 4 |
Perigon Wealth Management, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2011 | Q3 2023 | 4 |
FIFTH THIRD SECURITIES, INC. | 4 | 4 | 0.09% | 0.27% | 0.39% | Q2 2022 | Q1 2023 | 4 |
InterOcean Capital Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
1832 Asset Management L.P. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q2 2023 | 3 |
BANK OF NOVA SCOTIA | 3 | 3 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.16% | 0.21% | 0.28% | Q4 2020 | Q2 2021 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Clarity Financial LLC | 3 | 3 | 0.13% | 0.19% | 0.27% | Q1 2021 | Q3 2021 | 3 |
Mutual Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.04% | Q2 2018 | Q2 2022 | 3 |
FIDUCIARY TRUST INTERNATIONAL LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q4 2018 | 3 |
BlackRock Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
One Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Providence Wealth Advisors, LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q2 2022 | Q4 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.07% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 3 |
Cambria Investment Management, L.P. | 3 | 3 | 0.71% | 0.76% | 0.80% | Q4 2021 | Q2 2022 | 3 |
Tyler-Stone Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Quad Capital Management Advisors LLC | 3 | 3 | 0.08% | 0.13% | 0.16% | Q2 2018 | Q4 2018 | 3 |
Key FInancial Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Wambolt & Associates, LLC | 3 | 3 | 0.46% | 0.58% | 0.64% | Q2 2022 | Q4 2022 | 3 |
CLEAR STREET MARKETS LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
J2 Capital Management Inc | 3 | 3 | 0.24% | 0.31% | 0.37% | Q4 2021 | Q2 2022 | 3 |
MILLENNIUM MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
BROWN BROTHERS HARRIMAN & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Altus Wealth Group LLC | 3 | 3 | 0.39% | 0.48% | 0.55% | Q4 2022 | Q2 2023 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 0.40% | 0.42% | 0.47% | Q1 2021 | Q3 2021 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 3 |
OPTIMUM INVESTMENT ADVISORS | 2 | 1 | 0.02% | 0.12% | 0.20% | Q1 2021 | Q2 2022 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Plan Group Financial, LLC | 2 | 1 | 0.57% | 0.88% | 1.41% | Q2 2022 | Q3 2023 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Apollon Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
K.J. Harrison & Partners Inc | 2 | 1 | 0.03% | 0.08% | 0.17% | Q2 2020 | Q4 2021 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Retirement Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
EP Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Sender Co & Partners, Inc. | 2 | 2 | 0.72% | 0.75% | 0.78% | Q4 2021 | Q1 2022 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.15% | 0.24% | 0.33% | Q1 2023 | Q2 2023 | 2 |
MACQUARIE GROUP LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.09% | 0.14% | 0.18% | Q1 2023 | Q2 2023 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
San Luis Wealth Advisors LLC | 2 | 2 | 1.65% | 2.22% | 2.80% | Q2 2022 | Q3 2022 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Banco BTG Pactual S.A. | 2 | 2 | 1.54% | 1.83% | 2.12% | Q2 2022 | Q3 2022 | 2 |
Rock Creek Group, LP | 2 | 2 | 0.37% | 0.72% | 1.07% | Q1 2022 | Q2 2022 | 2 |
Ellis Investment Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BARD ASSOCIATES INC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2018 | Q3 2018 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 2 |
DORCHESTER WEALTH MANAGEMENT Co | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Watershed Asset Management, L.L.C. | 2 | 2 | 2.98% | 3.21% | 3.43% | Q1 2022 | Q2 2022 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
HMS Capital Management, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q3 2022 | 2 |
Belmont Capital, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Point72 Europe (London) LLP | 2 | 2 | 1.50% | 2.91% | 4.31% | Q1 2022 | Q2 2022 | 2 |
SAXON INTERESTS, INC. | 2 | 2 | 0.28% | 0.29% | 0.30% | Q2 2022 | Q3 2022 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2018 | Q3 2018 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.10% | 0.18% | Q1 2019 | Q4 2021 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
U.S. Capital Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2022 | Q3 2022 | 2 |
BENJAMIN EDWARDS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Santori & Peters, Inc. | 2 | 2 | 0.13% | 0.22% | 0.32% | Q3 2021 | Q4 2021 | 2 |
Proficio Capital Partners LLC | 1 | 1 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Addison Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Pekin Hardy Strauss, Inc. | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Knollwood Investment Advisory, LLC | 2 | 2 | 0.24% | 0.35% | 0.47% | Q4 2022 | Q1 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
JT Stratford LLC | 1 | 1 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q2 2022 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.05% | 0.09% | Q2 2018 | Q1 2022 | 2 |
Global Endowment Management, LP | 2 | 2 | 0.31% | 0.32% | 0.33% | Q2 2018 | Q3 2018 | 2 |
Centaur Capital | 2 | 2 | 0.86% | 2.51% | 4.15% | Q2 2018 | Q3 2018 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.13% | 0.22% | 0.32% | Q4 2021 | Q2 2022 | 2 |
Merriman Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 1.62% | 1.62% | 1.63% | Q2 2023 | Q3 2023 | 2 |
NATIXIS | 2 | 2 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2020 | Q3 2020 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Main Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
ARS Investment Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2018 | Q2 2018 | 1 |
TRUST CO OF TOLEDO NA /OH/ | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
TRUST CO OF OKLAHOMA | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
Providence First Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Park Edge Advisors, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
EA Series Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CSS LLC/IL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Oak Grove Capital LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2022 | Q2 2022 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
RMR Wealth Builders | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
DCF Advisers, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Glovista Investments LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
Shay Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Nilsine Partners, LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Parker Investment Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2022 | Q1 2022 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2020 | Q4 2020 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Sterling Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
FIRST NATIONAL BANK SIOUX FALLS | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
Cadence Wealth Management LLC | 1 | 1 | 4.62% | 4.62% | 4.62% | Q2 2021 | Q2 2021 | 1 |
Amitell Capital Pte Ltd | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2022 | Q1 2022 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q3 2020 | Q3 2020 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
JMG Financial Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Model Capital Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2022 | Q3 2022 | 1 |
Astor Investment Management LLC | 1 | 1 | 2.15% | 2.15% | 2.15% | Q2 2018 | Q2 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own INVESCO DB MULTI-SECTOR COMM or have owned INVESCO DB MULTI-SECTOR COMM in the past.