Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 26 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 16 |
Cutler Group LLC / CA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 15 |
Pekin Hardy Strauss, Inc. | 11 | 11 | 0.46% | 0.67% | 0.79% | Q1 2021 | Q3 2023 | 11 |
TrinityPoint Wealth, LLC | 11 | 11 | 0.62% | 1.78% | 2.96% | Q1 2021 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.11% | 0.36% | 0.50% | Q1 2021 | Q3 2023 | 11 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
PECAUT & CO. | 11 | 11 | 0.79% | 1.88% | 2.59% | Q1 2021 | Q3 2023 | 11 |
FIRST MANHATTAN CO. LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 11 | 11 | 0.13% | 0.50% | 0.72% | Q1 2021 | Q3 2023 | 11 |
Steward Partners Investment Advisory, LLC | 11 | 11 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Sugarloaf Wealth Management, LLC | 11 | 11 | 0.00% | 2.13% | 2.82% | Q1 2021 | Q3 2023 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Moors & Cabot, Inc. | 11 | 11 | 0.09% | 0.26% | 0.37% | Q1 2021 | Q3 2023 | 11 |
One Charles Private Wealth Services, LLC | 11 | 11 | 5.34% | 6.67% | 7.85% | Q1 2021 | Q3 2023 | 11 |
ROYAL BANK OF CANADA | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SCHWARTZ INVESTMENT COUNSEL INC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
New England Private Wealth Advisors LLC | 10 | 10 | 0.42% | 1.56% | 3.01% | Q2 2021 | Q3 2023 | 10 |
Raymond James Financial Services Advisors, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
TMD Wealth Management, LLC | 10 | 10 | 3.19% | 4.14% | 6.06% | Q2 2021 | Q3 2023 | 10 |
WELLS FARGO & COMPANY/MN | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
RAYMOND JAMES & ASSOCIATES | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Baker Ellis Asset Management LLC | 10 | 10 | 0.05% | 0.15% | 0.26% | Q2 2021 | Q3 2023 | 10 |
JANE STREET GROUP, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
IFP Advisors, Inc | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Lowe Wealth Advisors, LLC | 10 | 10 | 0.66% | 2.63% | 3.37% | Q3 2021 | Q4 2023 | 10 |
Crescent Grove Advisors, LLC | 10 | 10 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
OLD MISSION CAPITAL LLC | 8 | 2 | 0.01% | 0.06% | 0.17% | Q1 2021 | Q3 2023 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Janney Montgomery Scott LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 10 | 10 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
MORGAN STANLEY | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
EQUITABLE TRUST CO | 10 | 10 | 1.57% | 3.97% | 5.74% | Q2 2021 | Q3 2023 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Fiduciary Planning LLC | 10 | 10 | 0.18% | 3.24% | 4.48% | Q2 2021 | Q3 2023 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Cetera Advisors LLC | 10 | 10 | 0.01% | 0.10% | 0.18% | Q2 2021 | Q3 2023 | 10 |
PARSONS CAPITAL MANAGEMENT INC/RI | 10 | 10 | 0.02% | 0.09% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Arcus Capital Partners, LLC | 10 | 10 | 0.30% | 0.42% | 0.76% | Q2 2021 | Q3 2023 | 10 |
JNBA Financial Advisors | 10 | 10 | 0.01% | 0.67% | 1.08% | Q2 2021 | Q3 2023 | 10 |
Evanson Asset Management, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
EagleClaw Capital Managment, LLC | 10 | 10 | 0.26% | 0.44% | 0.55% | Q2 2021 | Q3 2023 | 10 |
Allegheny Financial Group LTD | 9 | 9 | 0.84% | 2.19% | 2.76% | Q3 2021 | Q3 2023 | 9 |
Cetera Advisor Networks LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
OPPENHEIMER & CO INC | 9 | 9 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 9 |
UBS Group AG | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Abacus Planning Group, Inc. | 9 | 9 | 0.26% | 0.56% | 0.79% | Q3 2021 | Q3 2023 | 9 |
Johnson Financial Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 9 | 9 | 0.52% | 1.05% | 1.36% | Q3 2021 | Q3 2023 | 9 |
Aptus Capital Advisors, LLC | 9 | 9 | 0.17% | 0.86% | 1.12% | Q3 2021 | Q3 2023 | 9 |
SHUFRO ROSE & CO LLC | 9 | 9 | 1.30% | 2.20% | 3.31% | Q3 2021 | Q3 2023 | 9 |
WEALTHSOURCE PARTNERS, LLC | 9 | 9 | 0.03% | 0.14% | 0.21% | Q3 2021 | Q3 2023 | 9 |
HighTower Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 0.16% | 0.27% | 0.56% | Q4 2021 | Q3 2023 | 8 |
US BANCORP \DE\ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GARRISON POINT ADVISORS, LLC | 8 | 8 | 0.17% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 8 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
B. Riley Wealth Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
JPMORGAN CHASE & CO | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Wealthspire Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
BANK OF AMERICA CORP /DE/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BOENNING & SCATTERGOOD, INC. | 8 | 8 | 0.13% | 0.21% | 0.26% | Q1 2021 | Q4 2022 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.61% | 2.17% | 2.99% | Q4 2021 | Q3 2023 | 8 |
Cresset Asset Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Meixler Investment Management, Ltd. | 8 | 8 | 0.48% | 0.56% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Cambridge Investment Research Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.47% | 1.04% | 1.67% | Q4 2021 | Q3 2023 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.01% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 5 | 3 | 0.03% | 0.10% | 0.19% | Q2 2021 | Q2 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.04% | 0.11% | 0.34% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q1 2023 | 8 |
INTREPID FAMILY OFFICE LLC | 8 | 8 | 3.56% | 4.77% | 7.43% | Q4 2021 | Q3 2023 | 8 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 8 | 8 | 0.26% | 1.69% | 2.33% | Q4 2021 | Q3 2023 | 8 |
Apexium Financial, LP | 8 | 8 | 0.02% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 8 |
INSIGHT 2811, INC. | 7 | 7 | 0.34% | 0.57% | 0.66% | Q1 2022 | Q3 2023 | 7 |
Stratos Wealth Advisors, LLC | 5 | 2 | 0.10% | 0.13% | 0.21% | Q2 2021 | Q3 2023 | 7 |
Spectrum Management Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
TD Waterhouse Canada Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Spire Wealth Management | 7 | 7 | 0.00% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
MML INVESTORS SERVICES, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Atria Investments, Inc | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q4 2022 | 7 |
Auxano Advisors, LLC | 7 | 7 | 0.33% | 1.83% | 2.82% | Q1 2022 | Q3 2023 | 7 |
Engrave Wealth Partners LLC | 7 | 7 | 2.92% | 3.15% | 3.37% | Q1 2022 | Q3 2023 | 7 |
Kore Private Wealth LLC | 7 | 7 | 0.24% | 0.39% | 0.60% | Q1 2021 | Q3 2022 | 7 |
Front Row Advisors LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
PRW Wealth Management LLC | 7 | 7 | 0.08% | 0.25% | 0.63% | Q1 2022 | Q3 2023 | 7 |
Ancora Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 7 | 2.58% | 3.06% | 3.37% | Q1 2022 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
Kingsview Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.03% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
American Portfolios Advisors | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2022 | 7 |
XML Financial, LLC | 7 | 7 | 0.64% | 0.76% | 1.08% | Q2 2021 | Q4 2022 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.04% | 0.26% | 0.39% | Q1 2022 | Q3 2023 | 7 |
MBE Wealth Management, LLC | 6 | 6 | 0.32% | 0.43% | 0.60% | Q2 2022 | Q3 2023 | 6 |
Hudock, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
SimpliFi, Inc. | 6 | 6 | 0.98% | 1.04% | 1.09% | Q4 2021 | Q1 2023 | 6 |
AlphaMark Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q4 2022 | 6 |
LPL Financial LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
MONEY CONCEPTS CAPITAL CORP | 6 | 6 | 0.55% | 1.10% | 1.92% | Q4 2021 | Q1 2023 | 6 |
WASHINGTON TRUST Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Old Port Advisors | 5 | 1 | 0.18% | 0.42% | 0.67% | Q1 2022 | Q3 2023 | 6 |
PINNACLE ASSOCIATES LTD | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Accel Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
CULLEN/FROST BANKERS, INC. | 6 | 6 | 0.10% | 0.11% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Clearstead Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 6 |
WealthPLAN Partners, LLC | 3 | 3 | 0.02% | 0.35% | 0.76% | Q3 2021 | Q2 2023 | 6 |
BANK OF MONTREAL /CAN/ | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
PFG Advisors | 6 | 6 | 0.08% | 0.11% | 0.14% | Q1 2022 | Q2 2023 | 6 |
THEORY FINANCIAL LLC | 3 | 3 | 2.06% | 2.24% | 2.49% | Q4 2021 | Q2 2023 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
InterOcean Capital Group, LLC | 5 | 5 | 0.01% | 0.20% | 0.32% | Q3 2022 | Q3 2023 | 5 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Fort Point Capital Partners LLC | 5 | 5 | 0.05% | 0.10% | 0.15% | Q3 2022 | Q3 2023 | 5 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 5 |
AJ WEALTH STRATEGIES, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q2 2023 | 5 |
Fernwood Investment Management, LLC | 5 | 5 | 0.20% | 0.24% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Solstein Capital, LLC | 4 | 1 | 0.07% | 0.10% | 0.20% | Q1 2021 | Q3 2023 | 5 |
WMS Partners, LLC | 5 | 5 | 0.11% | 0.17% | 0.27% | Q2 2021 | Q2 2022 | 5 |
Edge Capital Group, LLC | 5 | 5 | 0.38% | 0.50% | 0.56% | Q3 2022 | Q3 2023 | 5 |
Vivaldi Capital Management LP | 5 | 5 | 0.26% | 0.28% | 0.32% | Q1 2022 | Q1 2023 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Visionary Wealth Advisors | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
Sowell Financial Services LLC | 3 | 2 | 0.07% | 0.10% | 0.13% | Q2 2021 | Q4 2022 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.02% | 0.17% | 0.76% | Q1 2022 | Q2 2023 | 5 |
Compass Ion Advisors, LLC | 5 | 5 | 0.22% | 1.54% | 1.91% | Q3 2022 | Q3 2023 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 0.28% | 0.49% | 0.83% | Q4 2021 | Q4 2022 | 5 |
Ulland Investment Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Covestor Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Atlas Wealth Partners, LLC | 4 | 4 | 8.51% | 14.97% | 19.04% | Q4 2022 | Q3 2023 | 4 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.03% | 0.07% | 0.18% | Q3 2021 | Q1 2023 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Meadow Creek Wealth Advisors LLC | 4 | 4 | 0.29% | 0.34% | 0.37% | Q4 2021 | Q3 2022 | 4 |
Sigma Planning Corp | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
STAR Financial Bank | 4 | 4 | 0.85% | 0.97% | 1.10% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FIRST FOUNDATION ADVISORS | 4 | 4 | 0.04% | 0.11% | 0.29% | Q2 2022 | Q1 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 0.31% | 0.38% | 0.44% | Q3 2022 | Q2 2023 | 4 |
Renaissance Technologies | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 4 | 0.84% | 0.94% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Lionsbridge Wealth Management LLC | 4 | 4 | 0.84% | 1.57% | 2.33% | Q2 2022 | Q1 2023 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
TCP Asset Management, LLC | 4 | 4 | 0.09% | 0.14% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Private Advisor Group, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Meridian Wealth Advisors, LLC | 4 | 4 | 0.13% | 0.15% | 0.16% | Q2 2021 | Q1 2022 | 4 |
Vantage Financial Partners, LLC | 4 | 4 | 0.00% | 0.17% | 0.26% | Q4 2021 | Q3 2022 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
1900 WEALTH MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Truepoint, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Defender Capital, LLC. | 3 | 3 | 0.15% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.15% | 0.17% | 0.19% | Q2 2022 | Q4 2022 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Stratos Wealth Partners, LTD. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.23% | 0.25% | 0.28% | Q1 2022 | Q3 2022 | 3 |
Delta Investment Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q4 2022 | 3 |
Belpointe Asset Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.22% | 0.24% | 0.26% | Q4 2021 | Q2 2022 | 3 |
Advisor Resource Council | 3 | 3 | 0.14% | 0.36% | 0.76% | Q3 2022 | Q1 2023 | 3 |
HUNTINGTON NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BEAM WEALTH ADVISORS, INC. | 3 | 3 | 0.19% | 0.63% | 0.90% | Q1 2021 | Q3 2021 | 3 |
Proficio Capital Partners LLC | 2 | 1 | 0.09% | 0.23% | 0.30% | Q2 2021 | Q2 2022 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Savant Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.11% | 0.81% | 1.19% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kingfisher Capital LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
U.S. Capital Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Newport Wealth Strategies, Inc. | 2 | 2 | 0.16% | 0.23% | 0.30% | Q2 2021 | Q3 2021 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q4 2022 | 2 |
Great Diamond Partners, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.13% | 0.15% | 0.17% | Q1 2023 | Q2 2023 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.07% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 2 |
Trek Financial, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Wealthcare Advisory Partners LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Deane Retirement Strategies, Inc. | 2 | 2 | 1.00% | 1.02% | 1.03% | Q4 2022 | Q1 2023 | 2 |
Financial Architects, Inc | 2 | 2 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q1 2022 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Pinnacle Wealth Management Group, Inc. | 2 | 2 | 0.95% | 1.19% | 1.42% | Q3 2021 | Q4 2021 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
TriaGen Wealth Management LLC | 2 | 2 | 0.83% | 0.91% | 0.99% | Q1 2022 | Q2 2022 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2022 | Q2 2022 | 1 |
Caption Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2021 | Q2 2021 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
AXS Investments LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2021 | Q3 2021 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Advisor OS, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2021 | Q4 2021 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Fortress Wealth Management, Inc. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2022 | Q4 2022 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q1 2022 | Q1 2022 | 1 |
Family Management Corp | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Fermata Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
EUDAIMONIA ADVISORS LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2021 | Q2 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Quantitative Advantage, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HAP Trading, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 2.86% | 2.86% | 2.86% | Q3 2021 | Q3 2021 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CALDWELL SUTTER CAPITAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Parkside Investments, LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2022 | Q4 2022 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cerity Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own LISTED FD TR or have owned LISTED FD TR in the past.