Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cutler Group LLC / CA | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 19 |
IFP Advisors, Inc | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2022 | 18 |
STIFEL FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 16 |
Raymond James Financial Services Advisors, Inc. | 16 | 16 | 0.02% | 0.02% | 0.04% | Q2 2018 | Q1 2022 | 16 |
American Portfolios Advisors | 16 | 16 | 0.04% | 0.06% | 0.13% | Q2 2018 | Q1 2022 | 16 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
ROYAL BANK OF CANADA | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
WELLS FARGO & COMPANY/MN | 16 | 16 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q1 2022 | 16 |
AE Wealth Management LLC | 16 | 16 | 0.01% | 0.09% | 0.21% | Q2 2018 | Q1 2022 | 16 |
FLAGSHIP HARBOR ADVISORS, LLC | 16 | 16 | 0.08% | 0.11% | 0.13% | Q2 2018 | Q1 2022 | 16 |
Janney Montgomery Scott LLC | 16 | 16 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2022 | 16 |
Ahrens Investment Partners LLC | 16 | 16 | 0.14% | 2.09% | 6.81% | Q2 2018 | Q1 2022 | 16 |
MORGAN STANLEY | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
MML INVESTORS SERVICES, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2022 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 16 | 16 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q1 2022 | 16 |
Advisory Services Network, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2022 | 16 |
OPTIMUM INVESTMENT ADVISORS | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 16 |
RAYMOND JAMES & ASSOCIATES | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
OPPENHEIMER & CO INC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
LINCOLN NATIONAL CORP | 16 | 16 | 0.02% | 0.05% | 0.06% | Q2 2018 | Q1 2022 | 16 |
UBS Group AG | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
Beaumont Financial Partners, LLC | 16 | 16 | 0.12% | 1.05% | 2.67% | Q2 2018 | Q1 2022 | 16 |
LPL Financial LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2022 | 16 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 15 |
Stratos Wealth Partners, LTD. | 15 | 15 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q1 2022 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 15 |
Cambridge Investment Research Advisors, Inc. | 8 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 15 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 15 |
BANK OF AMERICA CORP /DE/ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 15 |
Private Advisor Group, LLC | 13 | 2 | 0.02% | 0.07% | 0.12% | Q2 2018 | Q1 2022 | 15 |
Semmax Financial Advisors Inc. | 14 | 14 | 0.01% | 0.04% | 0.17% | Q4 2018 | Q1 2022 | 14 |
Steward Partners Investment Advisory, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 14 |
Archer Investment Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
Private Portfolio Partners LLC | 13 | 13 | 0.10% | 0.56% | 0.93% | Q1 2019 | Q1 2022 | 13 |
Sigma Planning Corp | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.12% | 0.14% | 0.17% | Q1 2019 | Q4 2021 | 12 |
RPg Family Wealth Advisory, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2022 | 12 |
Integrated Wealth Concepts LLC | 12 | 12 | 0.03% | 0.07% | 0.12% | Q2 2019 | Q1 2022 | 12 |
ATLAS CAPITAL ADVISORS LLC | 12 | 12 | 0.09% | 0.16% | 0.28% | Q2 2019 | Q1 2022 | 12 |
Ellis Investment Partners, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2022 | 12 |
Centric Wealth Management | 7 | 5 | 0.09% | 0.14% | 0.20% | Q1 2019 | Q1 2022 | 12 |
JPMORGAN CHASE & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 12 |
DAVENPORT & Co LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 12 |
HighTower Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
PERSONAL CFO SOLUTIONS, LLC | 11 | 11 | 0.00% | 0.11% | 0.18% | Q3 2019 | Q1 2022 | 11 |
US BANCORP \DE\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
CITIGROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
Equitable Holdings, Inc. | 10 | 10 | 0.08% | 0.10% | 0.16% | Q4 2019 | Q1 2022 | 10 |
Institute for Wealth Management, LLC. | 9 | 1 | 0.04% | 0.07% | 0.14% | Q4 2018 | Q2 2021 | 10 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 10 |
Cetera Advisor Networks LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 10 |
Simplicity Solutions, LLC | 8 | 2 | 0.02% | 0.14% | 0.20% | Q2 2018 | Q4 2020 | 10 |
Global Financial Private Capital, Inc | 9 | 9 | 0.00% | 0.53% | 0.76% | Q2 2018 | Q2 2020 | 9 |
Grandview Asset Management LLC | 5 | 4 | 0.19% | 0.52% | 1.18% | Q1 2019 | Q1 2022 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
OSAIC HOLDINGS, INC. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 9 |
Winslow, Evans & Crocker, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Diligent Investors, LLC | 8 | 8 | 0.17% | 0.21% | 0.25% | Q2 2020 | Q1 2022 | 8 |
VICUS CAPITAL | 8 | 8 | 0.04% | 0.07% | 0.12% | Q2 2018 | Q1 2020 | 8 |
Andesa Financial Management Inc. | 8 | 8 | 0.36% | 0.62% | 0.88% | Q2 2020 | Q1 2022 | 8 |
Atria Investments, Inc | 8 | 8 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q1 2020 | 8 |
RAYMOND JAMES TRUST N.A. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Global Wealth Management Investment Advisory, Inc. | 7 | 1 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2021 | 8 |
RFG Advisory, LLC | 8 | 8 | 0.09% | 0.12% | 0.15% | Q2 2020 | Q1 2022 | 8 |
Kingsview Wealth Management, LLC | 8 | 8 | 0.04% | 0.06% | 0.12% | Q1 2020 | Q4 2021 | 8 |
GOLDMAN SACHS GROUP INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.03% | 0.13% | 0.17% | Q2 2020 | Q1 2022 | 8 |
WealthPLAN Partners, LLC | 8 | 8 | 0.03% | 0.09% | 0.18% | Q2 2020 | Q1 2022 | 8 |
Belpointe Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Providence Capital Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2022 | 8 |
Astor Investment Management LLC | 7 | 7 | 2.50% | 2.78% | 3.49% | Q2 2018 | Q4 2019 | 7 |
Beacon Financial Advisory LLC | 7 | 7 | 0.13% | 0.16% | 0.30% | Q3 2020 | Q1 2022 | 7 |
Regal Investment Advisors LLC | 6 | 1 | 0.06% | 0.13% | 0.26% | Q3 2018 | Q2 2020 | 7 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 7 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 7 |
Bay Harbor Wealth Management, LLC | 7 | 7 | 0.00% | 0.17% | 0.23% | Q4 2018 | Q2 2020 | 7 |
Kestra Advisory Services, LLC | 7 | 7 | 0.09% | 0.10% | 0.14% | Q3 2020 | Q1 2022 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2019 | 7 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Accel Wealth Management | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
ADIRONDACK TRUST CO | 6 | 6 | 0.09% | 0.10% | 0.10% | Q2 2019 | Q3 2020 | 6 |
Johnson Midwest Financial, LLC | 6 | 6 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q1 2022 | 6 |
NEXT Financial Group, Inc | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 6 |
TAP Consulting, LLC | 6 | 6 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Strategic Investment Advisors / MI | 6 | 6 | 0.42% | 0.48% | 0.54% | Q4 2018 | Q1 2020 | 6 |
Mutual Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Sovereign Financial Group, Inc. | 6 | 6 | 0.35% | 0.43% | 0.49% | Q4 2020 | Q1 2022 | 6 |
First Allied Advisory Services, Inc. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 6 |
Aspire Private Capital, LLC | 6 | 6 | 0.33% | 0.34% | 0.37% | Q4 2018 | Q1 2020 | 6 |
Outlook Wealth Advisors, LLC | 6 | 6 | 0.54% | 0.66% | 0.71% | Q4 2018 | Q1 2020 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 6 |
ACAS, LLC | 5 | 5 | 0.30% | 0.31% | 0.32% | Q1 2021 | Q1 2022 | 5 |
Rehmann Capital Advisory Group | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Tower Research Capital LLC (TRC) | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Rockefeller Capital Management L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Ellsworth Advisors, LLC | 5 | 5 | 0.14% | 0.17% | 0.19% | Q1 2021 | Q1 2022 | 5 |
Pension Partners, LLC | 3 | 2 | 0.00% | 0.83% | 1.66% | Q2 2018 | Q3 2019 | 5 |
ASSETMARK, INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 5 |
GeoWealth Management, LLC | 3 | 2 | 0.05% | 0.52% | 1.25% | Q3 2019 | Q1 2022 | 5 |
Geneos Wealth Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
MEEDER ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
EMFO, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.47% | 1.11% | 1.52% | Q4 2020 | Q3 2021 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
WealthShield Partners, LLC | 4 | 4 | 0.14% | 0.32% | 0.65% | Q3 2020 | Q2 2021 | 4 |
IFG Advisory, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q3 2018 | Q2 2019 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.51% | 0.61% | 0.70% | Q1 2019 | Q4 2019 | 4 |
Secrest Blakey & Associates, LLC | 4 | 4 | 2.46% | 2.61% | 2.96% | Q4 2019 | Q3 2020 | 4 |
FinTrust Capital Advisors, LLC | 4 | 4 | 0.00% | 0.24% | 0.48% | Q1 2020 | Q4 2020 | 4 |
BALASA DINVERNO & FOLTZ LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q1 2020 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
BLAIR WILLIAM & CO/IL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q4 2019 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.01% | 0.09% | 0.27% | Q4 2018 | Q2 2019 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.05% | 0.11% | Q3 2020 | Q1 2022 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.05% | 0.09% | 0.14% | Q3 2019 | Q1 2020 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Forum Financial Management, LP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Red Door Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.07% | 0.13% | Q1 2021 | Q1 2022 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.15% | 0.20% | 0.24% | Q4 2019 | Q1 2020 | 2 |
Stephens Consulting, LLC | 2 | 2 | 0.19% | 0.22% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q1 2019 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Next Level Private LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Avant Capital LLC | 2 | 2 | 1.52% | 1.58% | 1.63% | Q4 2021 | Q1 2022 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Glovista Investments LLC | 2 | 2 | 0.80% | 1.82% | 2.84% | Q2 2019 | Q3 2019 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2018 | 2 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
J.W. COLE ADVISORS, INC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Beaumont Capital Management, LLC | 2 | 2 | 6.34% | 6.39% | 6.44% | Q4 2020 | Q1 2021 | 2 |
WIN ADVISORS, INC | 2 | 2 | 0.00% | 0.19% | 0.38% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Chemistry Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Clarity Financial LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q4 2021 | Q4 2021 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Epstein & White Financial LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2018 | Q2 2018 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AGF Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
External links
This page lists all the filers that currently own OSI ETF TR or have owned OSI ETF TR in the past.