PIMCO ETF TR shareholder history

Current and past PIMCO ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2910.00%0.00%0.02%Q2 2013Q3 202365
HUNTINGTON NATIONAL BANK 43430.01%0.06%0.15%Q1 2013Q3 202346
Cetera Advisor Networks LLC 43430.01%0.05%0.11%Q1 2013Q3 202343
ROYAL BANK OF CANADA 42420.00%0.01%0.04%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.05%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.02%0.06%0.14%Q2 2013Q3 202342
Aspen Investment Management Inc 42421.41%2.30%3.86%Q2 2013Q3 202342
Valmark Advisers, Inc. 42420.01%0.08%0.23%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.04%0.12%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.06%0.51%2.28%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
NewSquare Capital LLC 42420.01%0.20%1.01%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.09%0.42%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.01%0.03%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.02%0.25%1.66%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.09%0.31%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.05%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.03%0.14%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.04%Q2 2013Q3 202342
Focused Wealth Management, Inc 41410.01%0.34%2.64%Q3 2013Q3 202341
BLAIR WILLIAM & CO/IL 23180.00%0.00%0.01%Q2 2013Q3 202341
JPMORGAN CHASE & CO 4010.00%0.01%0.05%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.01%0.05%Q2 2013Q3 202341
CITIGROUP INC 41410.00%0.00%0.04%Q2 2013Q2 202341
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 41410.00%0.01%0.02%Q3 2013Q3 202341
Private Advisor Group, LLC 3630.00%0.03%0.08%Q4 2013Q3 202340
CKW FINANCIAL GROUP 40400.09%0.37%7.14%Q4 2013Q3 202340
CREDIT SUISSE AG/ 40400.00%0.02%0.08%Q1 2013Q4 202240
CIBC Private Wealth Group, LLC 39390.00%0.02%0.05%Q1 2014Q3 202339
Roundview Capital LLC 39390.18%0.43%0.74%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.03%Q1 2014Q3 202339
Hillsdale Investment Management Inc. 3710.01%0.25%0.94%Q2 2013Q3 202338
MUFG Americas Holdings Corp 3620.00%0.01%0.32%Q1 2013Q3 202238
ASSETMARK, INC 38380.19%0.43%2.13%Q2 2014Q3 202338
Bank of New York Mellon Corp 3710.00%0.00%0.02%Q2 2013Q3 202338
WEBSTER BANK, N. A. 38380.00%0.05%0.26%Q2 2014Q3 202338
CAPE ANN SAVINGS BANK 1710.19%6.34%11.49%Q2 2013Q3 202337
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
Gradient Investments LLC 18180.00%0.07%0.80%Q3 2013Q3 202336
Kovack Advisors, Inc. 36360.04%0.27%1.51%Q4 2014Q3 202336
Burt Wealth Advisors 36360.07%0.43%3.22%Q4 2014Q3 202336
Peregrine Asset Advisers, Inc. 36360.27%1.03%11.09%Q1 2014Q4 202236
Capital Advisors, Ltd. LLC 36360.02%0.10%0.21%Q4 2014Q3 202336
Atria Investments, Inc 1630.01%0.19%0.68%Q2 2013Q3 202336
Brinker Capital Investments, LLC 35350.02%0.57%1.22%Q2 2013Q4 202135
HOLLENCREST CAPITAL MANAGEMENT 2640.00%0.61%1.08%Q4 2013Q3 202335
FIFTH THIRD BANCORP 1870.00%0.00%0.00%Q2 2013Q3 202335
BANK OF MONTREAL /CAN/ 3010.00%0.00%0.02%Q4 2013Q3 202335
PINNACLE ASSOCIATES LTD 2690.01%0.10%0.25%Q3 2013Q2 202235
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2640.02%0.06%0.16%Q4 2013Q4 202234
Carroll Financial Associates, Inc. 2850.00%0.01%0.02%Q2 2013Q4 202133
WHITTIER TRUST CO OF NEVADA INC 2750.00%0.01%0.04%Q2 2013Q4 202232
Raymond James Financial Services Advisors, Inc. 1410.00%0.01%0.04%Q2 2013Q3 202332
Astor Investment Management LLC 2470.00%0.11%0.26%Q1 2014Q1 202231
First Horizon Advisors, Inc. 1110.00%0.03%0.18%Q2 2012Q3 202331
Coastline Trust Co 31310.14%0.77%1.36%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.01%0.02%0.06%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.06%0.22%Q4 2015Q3 202331
JANE STREET GROUP, LLC 1410.00%0.05%0.16%Q4 2014Q3 202331
SeaBridge Investment Advisors LLC 30300.14%0.23%0.31%Q3 2013Q4 202030
First Allied Advisory Services, Inc. 30300.05%0.09%0.15%Q2 2013Q3 202030
DT Investment Partners, LLC 2550.02%0.11%0.29%Q2 2013Q3 202330
Transamerica Financial Advisors, Inc. 2310.00%0.20%0.90%Q2 2013Q1 202329
VALICENTI ADVISORY SERVICES INC 29290.10%0.59%1.07%Q3 2016Q3 202329
PEAPACK GLADSTONE FINANCIAL CORP 29290.02%0.07%0.14%Q3 2016Q3 202329
Arete Wealth Advisors, LLC 29290.03%0.97%3.33%Q4 2013Q4 202029
Sargent Bickham Lagudis LLC 28280.00%0.32%1.88%Q1 2016Q4 202228
Armor Investment Advisors, LLC 28280.05%0.72%1.27%Q4 2016Q3 202328
Fisher Asset Management, LLC 28280.00%0.00%0.00%Q1 2014Q4 202028
Advisory Services Network, LLC 1310.00%0.01%0.04%Q4 2013Q3 202328
Sigma Planning Corp 28280.01%0.03%0.05%Q4 2016Q3 202328
FDx Advisors, Inc. 2120.01%0.36%1.85%Q3 2013Q4 202028
MASSMUTUAL TRUST CO FSB/ADV 2520.00%0.36%6.22%Q2 2014Q4 202327
Whitnell & Co. 27270.18%0.34%1.06%Q2 2013Q4 201927
Asset Planning Services, Ltd. 27270.31%0.50%1.14%Q2 2015Q4 202127
Parallel Advisors, LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
SMITH, MOORE & CO. 27270.05%0.13%0.22%Q4 2013Q2 202027
Global Retirement Partners, LLC 2070.00%0.04%0.26%Q4 2016Q3 202327
Steward Partners Investment Advisory, LLC 1980.00%0.01%0.03%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.04%0.25%1.06%Q2 2013Q4 201927
Migdal Insurance & Financial Holdings Ltd. 27270.00%0.01%0.06%Q4 2016Q2 202327
Koshinski Asset Management, Inc. 1910.01%0.33%1.49%Q4 2014Q2 202327
HighTower Advisors, LLC 810.00%0.00%0.01%Q3 2014Q3 202327
NEXT Financial Group, Inc 1460.00%0.06%0.20%Q2 2014Q4 202127
CLEAR INVESTMENT RESEARCH, LLC 27270.00%0.14%0.30%Q1 2017Q3 202327
Pinnacle Wealth Management Advisory Group, LLC 2150.03%0.95%1.85%Q4 2014Q1 202226
BB&T SECURITIES, LLC 26260.02%0.12%0.26%Q2 2013Q3 201926
MML INVESTORS SERVICES, LLC 26260.01%0.03%0.06%Q2 2017Q3 202326
Kingsview Wealth Management, LLC 2060.03%0.37%1.10%Q1 2017Q3 202326
Linscomb & Williams, Inc. 1510.01%0.02%0.03%Q1 2014Q3 202126
FLOW TRADERS U.S. LLC 710.02%1.73%14.00%Q4 2013Q3 202326
AE Wealth Management LLC 26260.00%0.02%0.09%Q2 2017Q3 202326
Creative Planning 2210.00%0.01%0.04%Q2 2013Q3 202325
OSTERWEIS CAPITAL MANAGEMENT INC 25250.01%0.04%0.05%Q3 2017Q3 202325
GOLDMAN SACHS GROUP INC 610.00%0.00%0.00%Q2 2012Q1 202125
BHK Investment Advisors, LLC 24241.46%2.46%3.82%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.04%0.07%Q4 2017Q3 202324
Pinnacle Advisory Group, Inc. 1860.02%0.05%0.08%Q3 2014Q1 202124
STEPHENS INC /AR/ 2220.01%0.05%0.15%Q3 2013Q3 202324
Financial Management Professionals, Inc. 1920.00%3.48%7.25%Q4 2014Q3 202324
CABOT WEALTH MANAGEMENT INC 960.03%0.41%1.13%Q2 2013Q2 202224
Advisors Preferred, LLC 1010.21%1.51%7.36%Q2 2015Q1 202324
Rehmann Capital Advisory Group 2220.00%0.10%0.21%Q2 2013Q2 201924
Tower Research Capital LLC (TRC) 2110.00%0.00%0.00%Q3 2015Q3 202323
Torch Wealth Management LLC 1940.16%0.39%0.61%Q4 2013Q4 201923
CWM, LLC 1110.00%0.06%0.12%Q4 2016Q3 202323
Stokes Capital Advisors, LLC 23230.07%0.66%1.63%Q4 2017Q2 202323
AdvisorNet Financial, Inc 1850.00%0.00%0.00%Q4 2017Q3 202323
Financial Architects, Inc 1850.00%0.00%0.02%Q2 2014Q2 202023
JMG Financial Group, Ltd. 22220.08%0.19%0.33%Q2 2018Q3 202322
Shamrock Asset Management LLC 12100.02%0.10%0.47%Q2 2013Q3 201922
Allianz Asset Management GmbH 1570.00%0.14%0.29%Q2 2013Q3 202322
Janney Montgomery Scott LLC 910.00%0.02%0.12%Q3 2013Q1 202222
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.01%Q4 2014Q2 202222
PRUDENTIAL FINANCIAL INC 22220.00%0.00%0.00%Q2 2018Q3 202322
Simplicity Solutions, LLC 1810.01%0.15%2.12%Q1 2015Q2 202222
BlackRock Inc. 1410.00%0.00%0.01%Q2 2014Q4 202222
Covington Capital Management 21210.01%0.06%0.29%Q3 2017Q3 202221
AFAM CAPITAL, INC. 21210.05%1.28%3.48%Q2 2013Q2 201821
CREATIVE FINANCIAL DESIGNS INC /ADV 1830.00%0.02%0.08%Q1 2017Q3 202321
Pinnacle Bancorp, Inc. 2010.20%0.34%0.48%Q1 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
Bellecapital International Ltd. 1470.69%2.01%3.77%Q4 2013Q3 202321
BANK HAPOALIM BM 21210.01%0.10%0.34%Q4 2013Q4 201821
REILLY FINANCIAL ADVISORS, LLC 1410.00%0.02%0.06%Q1 2015Q4 202121
D.A. DAVIDSON & CO. 1740.00%0.01%0.02%Q2 2013Q4 202121
Citadel Advisors 410.00%0.00%0.01%Q3 2014Q4 202221
WEDBUSH SECURITIES INC 1810.01%0.04%0.13%Q2 2013Q3 202321
Winfield Associates, Inc. 21210.01%0.29%0.54%Q2 2014Q2 201921
BerganKDV Wealth Management, LLC 21210.00%0.00%0.00%Q2 2018Q2 202321
Cordasco Financial Network 21210.03%0.22%0.84%Q4 2013Q4 201821
Sage Advisory Services, Ltd.Co. 1510.07%2.39%7.90%Q3 2013Q4 202021
CONDOR CAPITAL MANAGEMENT 20201.12%1.32%1.52%Q4 2018Q3 202320
NOTTINGHAM ADVISORS, INC. 20200.02%0.76%3.87%Q2 2016Q1 202120
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.00%0.10%0.25%Q1 2016Q4 202020
MILLENNIUM MANAGEMENT LLC 1610.00%0.00%0.01%Q1 2014Q1 202020
Dynamic Advisor Solutions LLC 1710.04%0.24%0.40%Q4 2013Q1 201920
Highlander Capital Management, LLC 20200.01%0.01%0.01%Q1 2014Q4 201820
TFG Advisers LLC 20200.16%0.22%0.31%Q4 2018Q3 202320
SIGNATUREFD, LLC 910.00%0.00%0.04%Q3 2013Q2 202220
Ballast, Inc. 20200.46%1.56%3.88%Q4 2017Q3 202220
PFS INVESTMENTS INC. 20200.03%0.08%0.14%Q3 2018Q2 202320
American Portfolios Advisors 20200.00%0.02%0.09%Q4 2017Q3 202220
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 1360.14%0.90%2.45%Q4 2017Q3 202319
Hilltop Holdings Inc. 19190.13%0.37%0.53%Q2 2013Q4 201719
OneDigital Investment Advisors LLC 950.03%0.13%0.34%Q2 2017Q3 202319
Baird Financial Group, Inc. 19190.00%0.01%0.04%Q2 2015Q4 201919
TELEMUS CAPITAL, LLC 19190.03%0.03%0.03%Q2 2018Q4 202219
PFG Advisors 19190.04%0.18%0.52%Q4 2017Q2 202219
CAHILL FINANCIAL ADVISORS INC 1810.02%0.84%2.08%Q1 2014Q3 202119
Community Bank, N.A. 19190.00%0.29%1.00%Q4 2015Q2 202019
Aspire Private Capital, LLC 1360.00%0.03%0.13%Q4 2018Q3 202319
FMR LLC 1630.00%0.00%0.00%Q3 2018Q3 202319
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 19190.02%0.17%0.28%Q2 2017Q4 202119
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
TSFG, LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 18180.00%0.10%0.50%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.08%0.27%0.38%Q2 2013Q3 201718
Windhaven Investment Management, Inc. 18180.36%1.68%5.43%Q2 2013Q3 201718
SVA Wealth Management, LLC 1710.02%0.06%0.16%Q4 2015Q4 202018
Jacobus Wealth Management, Inc. 18180.12%0.20%0.30%Q2 2013Q3 201718
Newfound Research LLC 18180.00%0.03%0.09%Q4 2015Q1 202018
MainStreet Investment Advisors LLC 18180.04%0.14%0.56%Q2 2019Q3 202318
Renaissance Technologies 410.00%0.01%0.02%Q4 2017Q3 202318
HBK Sorce Advisory LLC 1710.02%0.25%1.47%Q4 2014Q4 201918
TD Ameritrade Trust Co 18180.17%0.27%1.34%Q2 2013Q3 201718
Aveo Capital Partners, LLC 1110.04%0.10%0.43%Q4 2018Q3 202318
CEDAR HILL ASSOCIATES, LLC 18181.47%1.83%2.23%Q2 2013Q3 201718
BARCLAYS PLC 810.00%0.01%0.02%Q2 2013Q4 202118
Weatherstone Capital Management 1170.25%4.26%15.81%Q2 2013Q4 201718
THRIVENT FINANCIAL FOR LUTHERANS 1320.00%0.00%0.02%Q3 2014Q3 202318
NewEdge Advisors, LLC 1710.01%0.06%0.16%Q2 2017Q3 202318
Man Group plc 830.00%0.03%0.06%Q1 2018Q3 202317
McIlrath & Eck, LLC 17170.00%0.00%0.00%Q3 2018Q3 202217
ETRADE Capital Management LLC 910.03%0.31%1.18%Q3 2013Q3 202017
Exchange Capital Management, Inc. 1610.01%0.05%0.15%Q2 2013Q3 201817
Invesco Ltd. 17170.00%0.00%0.00%Q2 2013Q2 201717
Bartlett & Co. LLC 810.00%0.00%0.00%Q2 2013Q4 202317
Pacifica Partners Inc. 17170.01%0.02%0.18%Q4 2019Q4 202317
Friedenthal Financial 610.15%1.60%3.89%Q4 2016Q3 202317
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1610.01%0.13%0.56%Q4 2018Q3 202317
Patriot Financial Group Insurance Agency, LLC 1250.00%0.01%0.03%Q4 2016Q2 202217
Global Trust Asset Management, LLC 16160.00%0.00%0.00%Q4 2017Q3 202116
Argent Trust Co 1420.04%0.12%0.17%Q1 2015Q3 202316
EXANE DERIVATIVES 16160.00%0.00%0.06%Q3 2018Q2 202216
B. Riley Wealth Management, Inc. 16160.04%0.08%0.18%Q3 2018Q2 202216
Carmichael Hill & Associates, Inc. 16160.04%0.06%0.11%Q4 2019Q3 202316
Freedom Investment Management, Inc. 530.03%0.08%0.14%Q3 2014Q2 202216
Traynor Capital Management, Inc. 1330.07%0.15%0.38%Q4 2014Q4 201916
Mine & Arao Wealth Creation & Management, LLC. 16160.02%0.04%0.06%Q4 2019Q3 202316
Accuvest Global Advisors 16160.09%0.22%0.48%Q4 2014Q3 201816
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
RiverFront Investment Group, LLC 16160.80%3.62%5.69%Q1 2013Q4 201616
MANUFACTURERS LIFE INSURANCE COMPANY, THE 730.00%0.00%0.00%Q4 2016Q4 202216
CENTAURUS FINANCIAL, INC. 1060.01%0.02%0.05%Q1 2018Q1 202216
Cypress Capital Group 16160.03%0.05%0.06%Q3 2018Q2 202216
GeoWealth Management, LLC 16160.05%0.39%1.56%Q4 2019Q3 202316
Richard Bernstein Advisors LLC 880.00%1.05%2.89%Q4 2016Q3 202216
Winslow, Evans & Crocker, Inc. 1030.00%0.01%0.01%Q4 2013Q4 202016
MACROVIEW INVESTMENT MANAGEMENT LLC 16160.04%0.96%4.05%Q1 2015Q4 201816
DEUTSCHE BANK AG\ 1060.00%0.00%0.00%Q3 2013Q1 202116
Efficient Market Advisors, LLC 15150.00%0.31%0.60%Q3 2013Q1 201715
Aptus Capital Advisors, LLC 1320.00%0.00%0.01%Q3 2019Q3 202315
B. Riley Wealth Advisors, Inc. 610.00%0.02%0.07%Q2 2014Q2 202315
HL FINANCIAL SERVICES LLC 1140.01%0.03%0.06%Q2 2013Q1 201715
MSI Financial Services Inc 15150.01%0.24%0.65%Q2 2013Q4 201615
SOL Capital Management CO 710.03%0.23%0.41%Q2 2017Q3 202315
Rockefeller Capital Management L.P. 15150.00%0.00%0.01%Q1 2020Q3 202315
Capital Investment Advisory Services, LLC 1410.00%0.00%0.00%Q2 2019Q1 202315
Retirement Group, LLC 1410.00%0.00%0.01%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.03%0.05%0.09%Q1 2020Q3 202315
SUNTRUST BANKS INC 610.00%0.01%0.04%Q2 2013Q3 201915
M&T BANK CORP 1320.00%0.00%0.01%Q3 2014Q2 201815
Advisor Group, Inc. 15150.04%0.06%0.09%Q2 2016Q4 201915
LEVEL FOUR ADVISORY SERVICES, LLC 740.02%0.03%0.06%Q1 2019Q3 202315
Homrich & Berg 15150.02%0.05%0.16%Q2 2016Q4 201915
Clean Yield Group 15150.14%0.15%0.16%Q1 2015Q3 201815
Parkside Investments, LLC 15150.87%1.32%1.66%Q1 2017Q3 202015
BCWM, LLC 15150.13%0.18%0.22%Q3 2016Q1 202015
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 14140.00%0.00%0.00%Q2 2020Q3 202314
Charles Schwab Investment Advisory, Inc. 1310.01%2.84%6.06%Q2 2013Q1 201914
OPTIMUM INVESTMENT ADVISORS 14140.01%0.05%0.10%Q1 2018Q2 202114
Global Financial Private Capital, Inc 14140.10%0.30%0.58%Q1 2017Q2 202014
Hudock, Inc. 1130.01%0.03%0.05%Q2 2013Q4 201614
Virtu KCG Holdings LLC 14140.00%0.17%1.74%Q1 2014Q2 201714
Hanlon Investment Management, Inc. 510.11%4.02%12.34%Q3 2013Q4 202214
River Wealth Advisors LLC 14140.11%0.26%0.44%Q1 2017Q2 202014
Stratos Wealth Partners, LTD. 410.01%0.02%0.08%Q4 2014Q3 202314
Wealthstreet Investment Advisors, LLC 14140.05%0.06%0.07%Q4 2017Q1 202114
Csenge Advisory Group 610.02%0.14%0.43%Q1 2019Q3 202314
Valeo Financial Advisors, LLC 14140.00%0.03%0.05%Q2 2020Q3 202314
Virtue Capital Management, LLC 610.06%0.53%2.74%Q4 2017Q4 202114
HOWARD WEALTH MANAGEMENT, LLC 710.01%0.31%0.47%Q4 2019Q3 202313
RAND WEALTH, LLC 13130.29%0.54%1.01%Q3 2015Q3 201813
Stonebridge Financial Planning Group, LLC 940.04%0.23%0.54%Q4 2019Q3 202313
Rafferty Asset Management, LLC 910.06%0.93%2.16%Q2 2013Q1 201813
Key FInancial Inc 1210.02%0.04%0.06%Q1 2020Q3 202313
Private Capital Group, LLC 610.00%0.00%0.00%Q4 2017Q4 202113
Elevated Capital Advisors, LLC 510.10%0.31%0.92%Q1 2019Q3 202313
Compass Financial Group, Inc. 13131.37%1.58%1.94%Q3 2020Q3 202313
VSR Financial Services, Inc. 13130.05%0.10%0.13%Q2 2013Q2 201613
StrategIQ Financial Group, LLC 13130.09%0.12%0.16%Q2 2016Q2 201913
Integrated Wealth Concepts LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
Allworth Financial LP 1110.00%0.00%0.00%Q4 2016Q3 202313
OLD MISSION CAPITAL LLC 310.01%0.13%0.60%Q2 2017Q3 202313
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 13130.13%0.14%0.15%Q1 2015Q1 201813
Tortoise Investment Management, LLC 940.00%0.13%0.35%Q4 2012Q4 201713
Live Your Vision, LLC 1030.00%2.61%5.29%Q3 2013Q2 201713
CreativeOne Wealth, LLC 13130.03%0.06%0.08%Q3 2020Q3 202313
ENTERPRISE FINANCIAL SERVICES CORP 12120.00%1.12%2.61%Q1 2019Q4 202112
EXENCIAL WEALTH ADVISORS, LLC 1020.11%0.22%0.89%Q1 2013Q3 202312
Cetera Investment Advisers 12120.02%0.08%0.19%Q4 2020Q3 202312
MCF Advisors LLC 12120.00%0.04%0.13%Q1 2017Q4 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
SEI INVESTMENTS CO 620.00%0.00%0.00%Q4 2014Q2 201812
Gradient Capital Advisors, LLC 1020.10%0.27%0.52%Q4 2017Q2 202112
Community Financial Services Group, LLC 12120.26%0.45%0.65%Q2 2013Q1 201612
RWA WEALTH PARTNERS, LLC 12121.46%2.58%3.65%Q1 2017Q4 201912
Graves Light Lenhart Wealth, Inc. 12120.00%0.34%1.02%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.00%0.07%0.12%Q4 2020Q3 202312
Van Hulzen Asset Management, LLC 12120.04%0.07%0.09%Q1 2018Q4 202012
Wealthcare Advisory Partners LLC 1110.00%0.00%0.00%Q3 2017Q1 202112
IFG Advisory, LLC 12120.09%0.11%0.13%Q4 2020Q3 202312
JT Stratford LLC 1110.21%1.04%2.38%Q4 2016Q4 201912
OPPENHEIMER & CO INC 1020.01%0.01%0.01%Q3 2013Q3 202312
MinichMacGregor Wealth Management, LLC 1110.43%3.46%5.59%Q4 2018Q3 202312
PARK AVENUE SECURITIES LLC 610.01%0.02%0.07%Q4 2015Q4 202112
SCOTIA CAPITAL INC. 820.00%0.03%0.04%Q1 2014Q3 201812
DB Wealth Management Group, LLC 12120.02%0.02%0.02%Q4 2020Q3 202312
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Samalin Investment Counsel, LLC 11110.14%0.21%0.34%Q4 2019Q2 202211
Allianz Investment Management U.S. LLC 11110.05%0.07%0.09%Q1 2021Q3 202311
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Anchor Investment Management, LLC 11110.01%0.06%0.10%Q1 2016Q3 201811
Advisor OS, LLC 11110.06%0.11%0.14%Q1 2021Q3 202311
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11110.01%0.02%0.03%Q3 2016Q1 201911
Signify Wealth 11110.42%3.45%7.76%Q4 2020Q2 202311
Gilman Hill Asset Management, LLC 420.04%0.13%0.29%Q1 2014Q3 202311
Westside Investment Management, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
EFG Asset Management (Americas) Corp. 410.03%0.06%0.08%Q4 2013Q4 201911
Vantage Investment Advisors, LLC 740.00%0.03%0.08%Q1 2015Q3 201811
Crestone Asset Management LLC 11110.30%0.43%0.62%Q1 2021Q3 202311
Clark Capital Management Group, Inc. 710.08%0.62%0.84%Q1 2019Q1 202211
Vectors Research Management, LLC 11110.00%0.01%0.01%Q4 2019Q2 202211
Bluefin Trading, LLC 310.04%0.51%1.05%Q1 2014Q2 201911
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Advisors Asset Management, Inc. 11110.00%0.00%0.01%Q1 2018Q3 202011
Montecito Bank & Trust 1010.03%0.56%1.20%Q2 2013Q4 201611
ADVISORY RESEARCH INC 1010.01%0.03%0.06%Q2 2013Q3 201611
Concert Wealth Management Inc. 740.04%0.10%0.26%Q3 2013Q3 201611
Yorktown Management & Research Co Inc 10100.06%1.86%4.63%Q2 2013Q3 201510
SYNOVUS FINANCIAL CORP 10100.00%0.00%0.00%Q1 2018Q2 202010
HARBOUR INVESTMENTS, INC. 640.00%0.06%0.10%Q1 2021Q3 202310
Curtis Advisory Group, LLC 10100.09%0.19%0.35%Q2 2021Q3 202310
Avior Wealth Management, LLC 810.00%0.00%0.01%Q4 2015Q3 202310
Sugarloaf Wealth Management, LLC 10100.00%0.37%2.98%Q4 2019Q1 202210
Faithward Advisors, LLC 10100.02%0.02%0.04%Q2 2021Q3 202310
MOODY NATIONAL BANK TRUST DIVISION 10100.00%0.01%0.01%Q1 2019Q2 202110
LIBERTY WEALTH MANAGEMENT LLC 910.00%0.00%0.01%Q1 2019Q3 202110
Cornerstone Wealth Management, LLC 910.02%0.07%0.17%Q3 2016Q1 201910
Accel Wealth Management 10100.00%0.00%0.00%Q4 2020Q1 202310
FRANKLIN RESOURCES INC 10100.00%0.00%0.00%Q2 2020Q3 202210
Connecticut Wealth Management, LLC 10100.03%0.27%0.68%Q2 2019Q3 202110
Capital Asset Advisory Services LLC 10100.00%0.00%0.01%Q4 2019Q1 202210
State of Tennessee, Treasury Department 520.00%0.03%0.10%Q4 2017Q1 202110
Sowell Financial Services LLC 10100.00%0.10%0.24%Q3 2019Q4 202110
Monument Capital Management 10100.24%0.29%0.55%Q2 2018Q3 202010
Capstone Triton Financial Group, LLC 10100.15%0.21%0.53%Q4 2020Q1 202310
Strategic Investment Advisors / MI 10100.17%0.54%0.97%Q4 2018Q1 202110
WOLVERINE TRADING, LLC 660.00%0.00%0.00%Q4 2017Q1 201910
ProVise Management Group, LLC 640.02%0.12%0.20%Q2 2013Q3 202110
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Financial Gravity Asset Management, Inc. 510.00%0.09%0.24%Q1 2018Q2 202210
SevenOneSeven Capital Management 10100.08%2.08%3.06%Q2 2021Q3 202310
PERSONAL CFO SOLUTIONS, LLC 630.00%0.08%0.15%Q3 2019Q4 20219
Kohmann Bosshard Financial Services, LLC 720.06%0.60%1.74%Q4 2016Q1 20199
AVALON CAPITAL MANAGEMENT 990.21%0.96%3.40%Q2 2013Q2 20159
SouthState Corp 810.00%0.91%1.99%Q4 2013Q2 20239
ALESCO ADVISORS LLC 990.06%0.06%0.06%Q4 2014Q4 20169
Spire Wealth Management 630.00%0.00%0.00%Q1 2021Q3 20239
Beacon Financial Advisory LLC 510.15%0.19%0.23%Q4 2019Q3 20239
OPPENHEIMER ASSET MANAGEMENT INC. 630.00%0.00%0.01%Q2 2017Q1 20209
Crew Capital Management, Ltd. 990.32%0.37%0.44%Q1 2021Q1 20239
WealthTrust-Arizona, LLC 990.00%0.41%1.61%Q2 2013Q2 20159
Mariner, LLC 310.00%0.01%0.03%Q3 2016Q3 20239
Leelyn Smith, LLC 630.00%0.01%0.01%Q1 2020Q2 20229
Orion Portfolio Solutions, LLC 990.01%0.04%0.05%Q4 2019Q4 20219
KELLEHER FINANCIAL ADVISORS 630.02%0.14%0.17%Q1 2014Q3 20169
DeDora Capital, Inc. 990.69%0.79%0.96%Q4 2017Q4 20199
All Terrain Financial Advisors, LLC 990.07%0.09%0.10%Q4 2017Q4 20199
Jefferies Group LLC 510.00%0.01%0.04%Q3 2013Q3 20199
Estate Counselors, LLC 990.22%2.98%4.62%Q4 2013Q4 20159
United Capital Management of KS, Inc. 990.10%0.73%1.35%Q3 2020Q3 20229
TRUST DEPARTMENT MB FINANCIAL BANK N A 810.00%0.01%0.02%Q1 2015Q1 20199
Qube Research & Technologies Ltd 310.00%0.13%0.72%Q4 2019Q3 20239
Mirae Asset Global Investments Co., Ltd. 410.00%0.20%0.61%Q3 2013Q3 20199
Howard Capital Management Inc. 810.34%0.57%1.27%Q1 2019Q4 20219
Disciplined Investments, LLC 990.00%0.00%0.01%Q4 2019Q4 20219
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WFG Advisors, LP 630.00%0.00%0.02%Q2 2013Q2 20179
Beacon Pointe Advisors, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
New England Private Wealth Advisors LLC 990.19%0.71%0.92%Q1 2013Q1 20159
Prospera Financial Services Inc 720.00%0.02%0.03%Q3 2020Q4 20229
NTV ASSET MANAGEMENT LLC 990.15%0.17%0.19%Q2 2013Q2 20159
Ironwood Financial, llc 710.00%0.00%0.00%Q3 2015Q3 20218
Mechanics Financial Corp 881.16%1.36%1.53%Q4 2021Q3 20238
Clearview Wealth Advisors LLC 880.00%0.00%0.01%Q4 2020Q3 20228
Baldrige Asset Management LLC 880.01%0.01%0.01%Q2 2021Q1 20238
LEUTHOLD GROUP, LLC 710.20%0.43%0.62%Q2 2013Q2 20158
RMR Wealth Builders 880.71%1.15%1.35%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.03%0.31%0.55%Q2 2013Q1 20158
Braver Wealth Management, LLC 440.28%2.16%3.69%Q4 2014Q4 20168
Quantitative Advantage, LLC 411.23%3.29%4.59%Q3 2013Q2 20178
Ascent Group, LLC 880.03%0.10%0.36%Q4 2021Q3 20238
MANAGED ACCOUNT ADVISORS LLC 880.00%0.00%0.01%Q3 2013Q2 20158
CAROLINAS WEALTH CONSULTING LLC 880.00%0.01%0.01%Q2 2020Q1 20228
TOEWS CORP /ADV 610.32%1.53%3.86%Q2 2020Q1 20238
Parasol Investment Management, LLC 880.06%4.80%14.89%Q3 2013Q2 20158
Menard Financial Group LLC 620.31%0.87%2.99%Q4 2019Q4 20218
Advocacy Wealth Management Services, LLC 880.00%0.11%0.56%Q4 2015Q3 20178
Value Monitoring, Inc. 214.94%31.73%50.03%Q4 2016Q1 20228
GM Advisory Group, LLC 620.29%1.71%5.81%Q2 2015Q1 20228
3D ASSET MANAGEMENT, INC 710.06%1.45%2.42%Q3 2013Q1 20168
Annapolis Financial Services, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Regal Investment Advisors LLC 880.01%0.02%0.04%Q4 2013Q3 20158
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Main Management LLC 880.10%0.16%0.23%Q1 2015Q4 20168
McAdam, LLC 320.01%0.03%0.05%Q1 2018Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Financial Futures Ltd Liability Co. 882.49%3.76%5.06%Q4 2021Q3 20238
Barden Capital Management, Inc. 881.18%1.80%2.34%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
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CARDIFF PARK ADVISORS, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Capital Advantage, Inc. 885.81%7.46%10.08%Q4 2013Q3 20158
Realta Investment Advisors 420.00%0.01%0.01%Q1 2019Q3 20238
PRIVATE TRUST CO NA 770.02%0.06%0.20%Q1 2013Q3 20147
FOUNDERS BANK & TRUST 770.01%0.01%0.01%Q2 2013Q4 20147
JOHNSON INVESTMENT COUNSEL INC 610.01%0.01%0.01%Q4 2015Q3 20177
BANK OF NOVA SCOTIA 770.00%0.05%0.10%Q3 2021Q1 20237
PEDDOCK CAPITAL ADVISORS, LLC 770.50%0.80%1.24%Q4 2013Q2 20157
NEW ENGLAND SECURITIES CORP /MA/ 770.08%0.39%0.60%Q2 2013Q4 20147
CAPSTONE INVESTMENT ADVISORS, LLC 310.00%0.02%0.02%Q4 2019Q2 20237
AVIANCE CAPITAL MANAGEMENT, LLC 510.00%0.07%0.13%Q1 2015Q1 20187
Atria Wealth Solutions, Inc. 770.01%0.04%0.08%Q1 2022Q3 20237
TD Capital Management LLC 430.01%1.92%3.98%Q2 2013Q2 20157
Investors Capital Advisory Services 610.04%0.05%0.06%Q3 2014Q2 20167
Rockbridge Investment Management, LCC 770.11%0.15%0.19%Q2 2020Q4 20217
Avestar Capital, LLC 770.05%0.05%0.06%Q4 2017Q2 20197
Placemark Investments, Inc. 770.08%0.17%0.23%Q2 2013Q4 20147
RELIANCE TRUST CO OF DELAWARE 770.03%0.04%0.05%Q2 2013Q4 20147
Congress Wealth Management LLC / DE / 770.02%0.02%0.02%Q4 2021Q2 20237
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 770.02%0.03%0.08%Q4 2017Q2 20197
CIBC WORLD MARKET INC. 310.00%0.00%0.00%Q4 2014Q4 20227
Private Advisory Group LLC 520.20%1.13%2.12%Q1 2017Q1 20197
TILIA FIDUCIARY PARTNERS, INC. 770.06%0.21%0.40%Q4 2021Q2 20237
Sound Income Strategies, LLC 610.00%0.01%0.01%Q4 2017Q2 20217
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SNS Financial Group, LLC 430.08%0.20%0.43%Q2 2013Q1 20157
Independent Portfolio Consultants, Inc. 310.09%0.19%0.38%Q1 2014Q2 20177
Ledyard National Bank 520.00%0.00%0.01%Q4 2014Q4 20187
Truvestments Capital LLC 320.02%0.02%0.03%Q2 2019Q2 20217
CIM INVESTMENT MANAGEMENT INC 770.21%0.23%0.26%Q1 2014Q3 20157
Ameritas Investment Company, LLC 310.01%0.04%0.08%Q4 2018Q3 20217
Hedeker Wealth, LLC 770.24%0.48%0.64%Q3 2017Q1 20197
WASHINGTON TRUST BANK 770.01%0.05%0.09%Q1 2014Q3 20157
Advisory Alpha, LLC 770.00%0.01%0.03%Q1 2017Q3 20187
BROWN BROTHERS HARRIMAN & CO 770.00%0.00%0.00%Q1 2013Q3 20147
STOCK YARDS BANK & TRUST CO 770.01%0.01%0.01%Q4 2021Q2 20237
East Coast Asset Management, LLC. 770.11%0.13%0.15%Q4 2012Q2 20147
Sandy Spring Bank 410.00%0.00%0.00%Q4 2014Q2 20177
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
Bank of New Hampshire 770.00%0.00%0.00%Q1 2022Q3 20237
Ameritas Advisory Services, LLC 610.01%0.01%0.02%Q4 2021Q3 20237
Blue Edge Capital, LLC 770.98%1.18%1.45%Q4 2013Q2 20157
Surevest, LLC 430.00%0.08%0.28%Q4 2018Q3 20227
QCI ASSET MANAGEMENT INC/NY 660.01%0.04%0.07%Q2 2020Q3 20216
Cetera Advisors LLC 410.00%0.02%0.02%Q3 2018Q3 20236
Goelzer Investment Management, Inc. 660.76%1.66%1.94%Q2 2015Q3 20166
Venturi Wealth Management, LLC 660.04%0.05%0.07%Q4 2020Q1 20226
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.00%0.01%Q2 2021Q4 20226
Quad-Cities Investment Group, LLC 660.06%0.07%0.08%Q2 2018Q3 20196
IRON Financial LLC 511.04%1.77%2.22%Q4 2015Q4 20176
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 660.06%0.09%0.12%Q2 2013Q3 20146
TORONTO DOMINION BANK 660.00%0.00%0.00%Q1 2013Q2 20146
Newbridge Financial Services Group, Inc. 660.00%0.00%0.00%Q3 2020Q4 20216
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UNITED CAPITAL FINANCIAL ADVISORS, LLC 510.01%0.22%0.51%Q3 2013Q1 20156
TRUST CO OF VERMONT 660.00%0.00%0.01%Q4 2013Q1 20156
FLAGSHIP HARBOR ADVISORS, LLC 660.00%0.00%0.01%Q2 2018Q3 20196
WFA of San Diego, LLC 210.08%0.11%0.13%Q3 2021Q3 20236
EPG Wealth Management LLC 310.00%0.00%0.00%Q4 2019Q3 20226
AHL Partners LLP 660.10%0.14%0.17%Q3 2016Q4 20176
FIRST INTERSTATE BANK 660.04%0.06%0.08%Q2 2022Q3 20236
1919 Investment Counsel, LLC 660.04%0.04%0.05%Q2 2013Q3 20146
PATRON PARTNERS, LLC 660.30%0.35%0.42%Q4 2020Q1 20226
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Buckingham Capital Management, Inc. 660.53%2.76%4.79%Q1 2015Q2 20166
BTS Asset Management, Inc. 510.54%2.11%5.06%Q1 2016Q3 20176
ADVANTAGE INVESTMENT MANAGEMENT, LLC 660.03%0.06%0.13%Q2 2017Q3 20186
F-Squared Investment Management, LLC 511.60%1.97%2.78%Q3 2013Q2 20156
ALLIANZ INVESTMENT MANAGEMENT LLC 660.06%0.07%0.10%Q3 2019Q4 20206
RMB Capital Management, LLC 660.01%0.01%0.01%Q4 2017Q1 20196
UBS AG 660.04%0.04%0.05%Q2 2013Q3 20146
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Baltimore-Washington Financial Advisors, Inc. 410.00%0.01%0.03%Q4 2013Q3 20226
WOLFF WIESE MAGANA LLC 660.10%0.11%0.14%Q4 2020Q1 20226
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CALTON & ASSOCIATES, INC. 550.06%0.09%0.11%Q4 2017Q4 20185
Centennial Wealth Advisory LLC 550.16%0.53%1.37%Q4 2020Q4 20215
Yellowstone Partners, LLC 550.14%0.15%0.18%Q3 2014Q3 20155
Destination Wealth Management 210.00%0.04%0.10%Q4 2015Q1 20195
Visionary Wealth Advisors 550.13%0.16%0.18%Q3 2022Q3 20235
Moloney Securities Asset Management, LLC 550.15%0.16%0.18%Q4 2016Q4 20175
American Financial Network Advisory Services LLC 550.11%0.90%2.08%Q3 2017Q3 20185
Coppell Advisory Solutions LLC 410.08%0.11%0.14%Q4 2020Q3 20235
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AlphaMark Advisors, LLC 550.00%0.00%0.01%Q4 2016Q4 20175
WealthShield Partners, LLC 310.00%0.00%0.00%Q1 2018Q1 20215
MEEDER ASSET MANAGEMENT INC 550.00%0.00%0.00%Q2 2021Q2 20225
Archer Investment Corp 550.02%0.22%0.99%Q4 2018Q4 20195
Madden Advisory Services, Inc. 210.00%0.00%0.00%Q3 2014Q1 20175
Baker Avenue Asset Management, LP 550.62%0.77%0.87%Q2 2013Q2 20145
SIGNET FINANCIAL MANAGEMENT, LLC 410.01%0.10%0.20%Q4 2014Q1 20185
RAY GERALD L & ASSOCIATES LTD 550.05%0.06%0.07%Q3 2016Q3 20175
DFPG INVESTMENTS, LLC 550.16%0.22%0.30%Q4 2018Q4 20195
BOSTON PRIVATE BANK & TRUST CO 550.00%0.00%0.00%Q3 2013Q3 20145
TRANSCEND CAPITAL ADVISORS, LLC 320.18%0.21%0.24%Q4 2020Q1 20225
CARY STREET PARTNERS ASSET MANAGEMENT LLC 550.01%0.23%0.52%Q4 2021Q4 20225
Zullo Investment Group, Inc. 550.00%0.01%0.02%Q4 2021Q4 20225
Cedar Brook Financial Partners, LLC 310.06%0.10%0.12%Q1 2019Q4 20225
Chicago Partners Investment Group LLC 550.02%0.02%0.02%Q3 2017Q3 20185
BB&T INVESTMENT SERVICES, INC. 550.00%0.05%0.11%Q4 2016Q4 20175
CITY HOLDING CO 550.01%0.01%0.01%Q4 2014Q4 20155
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.01%Q2 2020Q3 20235
BEACON FINANCIAL GROUP 550.05%0.11%0.16%Q3 2021Q3 20225
Old Port Advisors 410.11%0.12%0.14%Q2 2018Q4 20195
TD ASSET MANAGEMENT INC 550.00%0.00%0.00%Q4 2016Q4 20175
SOLARIS ASSET MANAGEMENT LLC 550.60%0.95%1.18%Q4 2016Q4 20175
Tarbox Family Office, Inc. 550.01%0.04%0.06%Q1 2017Q1 20185
Cascadia Advisory Services, LLC 310.08%0.17%0.34%Q4 2019Q3 20215
HHG & Company, LLC 550.84%1.12%1.51%Q2 2013Q2 20145
WBI INVESTMENTS, LLC 410.49%0.93%2.52%Q3 2014Q4 20165
Concorde Asset Management, LLC 210.14%0.34%0.55%Q1 2015Q4 20205
Verition Fund Management LLC 320.05%0.27%0.68%Q2 2013Q4 20145
Crabel Capital Management, LLC 310.06%0.21%0.45%Q3 2020Q2 20235
FOUNDERS FINANCIAL SECURITIES LLC 320.16%0.19%0.21%Q1 2014Q1 20165
ABSOLUTE CAPITAL MANAGEMENT, LLC 410.00%0.14%0.27%Q4 2021Q2 20235
Hilton Capital Management, LLC 550.04%1.34%3.32%Q4 2016Q4 20175
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.00%Q4 2020Q4 20225
Merit Financial Group, LLC 320.11%0.17%0.26%Q2 2022Q3 20235
Capital Analysts, LLC 410.00%0.00%0.00%Q3 2019Q4 20215
Gerber Kawasaki Wealth & Investment Management 410.00%0.11%0.15%Q1 2017Q3 20215
Modera Wealth Management, LLC 550.08%0.18%0.30%Q3 2014Q3 20155
CULLEN/FROST BANKERS, INC. 410.00%0.00%0.01%Q1 2019Q3 20235
Argentus Capital Management, LLC 550.00%0.11%0.36%Q3 2015Q3 20165
FIFTH THIRD SECURITIES, INC. 410.12%0.44%0.77%Q2 2019Q1 20225
Foundations Investment Advisors, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
Horizon Investments, LLC 320.03%0.03%0.04%Q1 2014Q1 20165
KANALY TRUST CO 410.02%0.03%0.04%Q4 2013Q1 20155
NATIONAL PLANNING CORP 550.07%0.08%0.09%Q4 2013Q4 20145
O'Brien Wealth Partners LLC 440.26%0.77%1.77%Q4 2015Q3 20164
Empirical Finance, LLC 310.22%0.61%1.01%Q1 2017Q1 20184
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2020Q3 20234
Bay Harbor Wealth Management, LLC 440.01%0.01%0.02%Q4 2018Q3 20194
Summit Asset Management, LLC 440.19%0.20%0.21%Q4 2014Q3 20154
SAGE RHINO CAPITAL LLC 441.20%1.24%1.26%Q4 2022Q3 20234
CITY NATIONAL BANK 310.00%0.00%0.00%Q2 2014Q3 20154
COMERICA SECURITIES,INC. 440.00%0.06%0.08%Q4 2022Q3 20234
SILVER OAK SECURITIES, INCORPORATED 220.05%0.06%0.07%Q1 2022Q1 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Stadion Money Management, LLC 220.02%0.21%0.54%Q3 2013Q2 20154
NATIXIS ADVISORS, L.P. 440.04%0.07%0.11%Q2 2013Q1 20144
Smithfield Trust Co 440.00%0.01%0.01%Q4 2013Q3 20144
Peak Asset Management, LLC 440.11%0.24%0.32%Q1 2016Q4 20164
ASSOCIATED BANC-CORP 440.02%0.02%0.03%Q1 2020Q4 20204
Intellectus Partners, LLC 310.02%0.04%0.10%Q2 2017Q3 20234
PALLADIEM, LLC 440.50%2.20%2.80%Q4 2014Q3 20154
Snowden Capital Advisors LLC 220.00%0.01%0.02%Q2 2019Q3 20234
COLONY GROUP LLC 210.00%0.11%0.30%Q3 2013Q1 20194
Lido Advisors, LLC 310.00%0.01%0.03%Q3 2018Q3 20234
WEST CHESTER CAPITAL ADVISORS, INC 310.03%0.22%0.29%Q2 2013Q2 20154
Beacon Bridge Wealth Partners, LLC 440.53%0.59%0.68%Q4 2022Q3 20234
LEO BROKERAGE, LLC 220.04%0.28%0.72%Q1 2022Q2 20234
Leucadia National 440.01%0.02%0.02%Q4 2022Q3 20234
CIBC BANK USA 440.03%0.05%0.07%Q1 2017Q4 20174
Sanctuary Wealth Management, L.L.C. 210.01%0.01%0.01%Q1 2010Q3 20234
Sonora Investment Management, LLC 310.00%0.00%0.00%Q1 2019Q2 20214
JANUS HENDERSON GROUP PLC 440.00%0.00%0.00%Q2 2013Q1 20144
Stonebridge Capital Advisors LLC 220.00%0.00%0.01%Q1 2021Q4 20224
Simmons Bank 440.03%0.05%0.06%Q1 2019Q4 20194
HARVEST CAPITAL MANAGEMENT INC 440.22%0.27%0.31%Q3 2013Q2 20144
EVERGREEN CAPITAL MANAGEMENT LLC 440.64%1.05%1.51%Q2 2013Q1 20144
Man Investments Ltd 440.26%0.33%0.38%Q3 2013Q2 20144
Lloyd Advisory Services, LLC. 440.00%0.00%0.00%Q1 2020Q4 20204
Cedar Wealth Management, LLC 440.00%0.01%0.01%Q2 2021Q1 20224
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Per Stirling Capital Management, LLC. 440.12%0.14%0.15%Q4 2022Q3 20234
MRA Associates USA LLC 440.47%0.93%1.38%Q4 2018Q3 20194
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Johnson Financial Group, Inc. 440.00%0.00%0.00%Q4 2013Q3 20144
Shilanski & Associates, Inc. 440.59%0.65%0.75%Q2 2019Q1 20204
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Arkadios Wealth Advisors 440.00%0.01%0.01%Q4 2020Q3 20214
Delek Group, Ltd. 440.02%0.02%0.02%Q4 2017Q3 20184
FURE FINANCIAL CORP 440.10%0.57%1.70%Q1 2021Q4 20214
Gupta Wealth Management LLC 310.00%0.01%0.03%Q1 2015Q1 20164
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
Cerity Partners LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Donoghue Forlines LLC 220.29%0.39%0.58%Q3 2017Q3 20184
Klingman & Associates, LLC 440.01%0.01%0.02%Q4 2014Q3 20154
Grove Bank & Trust 310.01%0.01%0.02%Q2 2017Q3 20234
Steinberg Global Asset Management 441.82%1.85%1.88%Q4 2014Q3 20154
Ameritas Investment Partners, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
Evanson Asset Management, LLC 330.08%0.09%0.10%Q4 2013Q2 20143
Legacy Capital Group California, Inc. 330.18%0.26%0.38%Q1 2023Q3 20233
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 332.64%2.87%3.23%Q2 2021Q4 20213
Rollins Financial 330.07%0.08%0.09%Q1 2023Q3 20233
KINGS POINT CAPITAL MANAGEMENT 330.04%0.05%0.06%Q2 2013Q4 20133
Vestmark Advisory Solutions, Inc. 330.02%0.02%0.03%Q3 2021Q1 20223
Virtu Financial LLC 330.01%0.02%0.03%Q3 2017Q1 20183
Lake Point Wealth Management 330.00%0.00%0.00%Q4 2018Q2 20193
Laurel Wealth Advisors, Inc. 210.04%0.07%0.11%Q1 2020Q4 20223
Antonetti Capital Management LLC 330.01%0.01%0.02%Q1 2014Q3 20143
AVANTAX ADVISORY SERVICES, INC. 210.00%0.00%0.01%Q3 2020Q3 20233
HRT FINANCIAL LP 210.00%0.01%0.01%Q3 2022Q3 20233
Atlas Private Wealth Advisors 330.16%0.19%0.21%Q2 2020Q4 20203
Blue Trust, Inc. 210.00%0.00%0.00%Q2 2022Q1 20233
Royal Fund Management, LLC 210.00%0.00%0.00%Q2 2017Q4 20193
Golden State Wealth Management, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
NAVELLIER & ASSOCIATES INC 330.06%0.07%0.08%Q1 2018Q3 20183
Tradewinds Capital Management, LLC 110.00%0.01%0.01%Q1 2014Q2 20173
Executive Wealth Management, LLC 330.00%0.01%0.01%Q4 2018Q2 20193
Consolidated Portfolio Review Corp 330.05%0.06%0.07%Q1 2023Q3 20233
FSA Wealth Management LLC 330.03%0.03%0.04%Q4 2019Q2 20203
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q3 2022Q3 20233
LifePro Asset Management 330.40%0.88%1.85%Q4 2022Q2 20233
Gemmer Asset Management LLC 210.00%0.01%0.01%Q1 2014Q1 20193
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2014Q1 20203
FineMark National Bank & Trust 330.02%0.02%0.02%Q1 2014Q3 20143
Litman Gregory Wealth Management LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Glass Jacobson Investment Advisors llc 211.04%1.09%1.15%Q4 2022Q3 20233
Manifold Partners, LLC 330.10%0.58%1.16%Q3 2013Q1 20143
Risk Paradigm Group, LLC 330.00%0.01%0.03%Q1 2015Q3 20153
Pinnacle Family Advisors, LLC 330.22%0.23%0.24%Q4 2016Q2 20173
Financial Gravity Companies, Inc. 210.00%0.02%0.06%Q4 2017Q4 20183
Hayden Royal, LLC 330.14%0.16%0.18%Q1 2020Q3 20203
Curbstone Financial Management Corp 332.69%3.43%3.83%Q1 2014Q3 20143
INNEALTA CAPITAL, LLC 330.16%0.17%0.19%Q4 2018Q2 20193
FIRSTMERIT BANK N A TRUSTEE 330.04%0.05%0.05%Q4 2015Q2 20163
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Saba Capital Management, L.P. 330.03%0.09%0.14%Q4 2014Q2 20153
Stifel Trust Company, N.A. 330.01%0.01%0.02%Q1 2014Q3 20143
Eudaimonia Partners, LLC 210.00%0.02%0.03%Q2 2020Q1 20213
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.02%0.02%0.02%Q4 2017Q3 20183
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
WEALTHSOURCE PARTNERS, LLC 110.06%0.10%0.13%Q1 2017Q1 20183
Ironsides Asset Advisors, LLC 210.09%0.24%0.36%Q2 2014Q1 20153
Fulcrum Equity Management 110.00%0.20%0.51%Q3 2019Q2 20213
Buck Wealth Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Founders Financial Alliance, LLC 210.00%0.00%0.00%Q3 2020Q3 20213
Transform Wealth, LLC 330.33%0.46%0.67%Q2 2019Q4 20193
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2014Q4 20153
ZRC WEALTH MANAGEMENT, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
MFA WEALTH ADVISORS, LLC 330.65%0.70%0.76%Q4 2017Q2 20183
Econ Financial Services Corp 330.84%0.90%0.94%Q4 2018Q2 20193
HIGHLAND CAPITAL MANAGEMENT LP 330.02%0.05%0.08%Q2 2013Q4 20133
Merriman Wealth Management, LLC 330.26%0.26%0.28%Q4 2018Q2 20193
Columbia Asset Management 330.12%0.12%0.13%Q1 2014Q3 20143
COMERICA BANK 210.00%0.01%0.01%Q2 2013Q3 20233
Apriem Advisors 210.00%0.00%0.01%Q4 2014Q2 20163
Farmers National Bank 330.00%0.01%0.01%Q4 2017Q2 20183
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
ADAMSBROWN WEALTH CONSULTANTS LLC 220.36%0.38%0.41%Q2 2023Q3 20232
TOWNSQUARE CAPITAL LLC 110.01%0.19%0.37%Q1 2020Q2 20222
Certified Advisory Corp 220.00%0.00%0.00%Q4 2017Q1 20182
Headlands Technologies LLC 220.00%0.01%0.01%Q2 2023Q3 20232
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 220.34%0.34%0.34%Q1 2019Q2 20192
Frontier Wealth Management LLC 220.05%0.05%0.05%Q4 2018Q1 20192
COLUMBIA ADVISORY PARTNERS LLC 220.79%0.80%0.80%Q2 2023Q3 20232
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
EDMOND DE ROTHSCHILD HOLDING S.A. 220.00%0.00%0.00%Q2 2015Q3 20152
Castleview Partners, LLC 110.00%0.01%0.02%Q2 2021Q4 20212
Capital Advisory Group Advisory Services, LLC 110.01%0.01%0.01%Q3 2019Q1 20202
CAMBIAR INVESTORS LLC 220.01%0.01%0.01%Q3 2016Q4 20162
PATHSTONE FAMILY OFFICE, LLC 220.01%0.05%0.09%Q2 2013Q3 20132
Bogart Wealth, LLC 110.00%0.00%0.00%Q4 2020Q3 20232
Beaumont Capital Management, LLC 222.05%2.32%2.59%Q3 2022Q4 20222
Precision Wealth Strategies, LLC 222.78%3.17%3.55%Q1 2023Q2 20232
PAX Financial Group, LLC 220.13%0.14%0.15%Q2 2023Q3 20232
Paloma Partners Management Co 220.00%0.01%0.01%Q2 2019Q3 20192
J.Safra Asset Management Corp 220.34%0.52%0.71%Q1 2016Q2 20162
Beta Wealth Group, Inc. 220.32%0.33%0.34%Q2 2023Q3 20232
Robertson Stephens Wealth Management, LLC 220.26%0.26%0.26%Q2 2023Q3 20232
BBVA USA Bancshares, Inc. 220.02%0.02%0.03%Q1 2015Q2 20152
Johnson Bixby & Associates, LLC 220.10%0.12%0.14%Q2 2022Q3 20222
EUDAIMONIA ADVISORS LLC 220.21%0.25%0.30%Q4 2021Q1 20222
TCG Advisors, LP 220.01%0.01%0.01%Q1 2019Q2 20192
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.03%0.03%0.03%Q4 2020Q1 20212
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.04%0.04%Q2 2013Q3 20132
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.10%0.20%Q2 2018Q1 20192
H&H Retirement Design & Management INC 221.72%1.99%2.26%Q1 2020Q2 20202
Opes Advisors Inc 220.31%0.64%0.96%Q2 2017Q3 20172
Great Lakes Retirement, Inc. 220.28%5.95%11.63%Q4 2019Q1 20202
Elite Wealth Management, Inc. 220.06%0.06%0.06%Q3 2012Q4 20122
Redhawk Wealth Advisors, Inc. 110.05%0.45%0.84%Q3 2018Q1 20212
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.09%0.11%0.12%Q2 2016Q2 20172
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Cable Hill Partners, LLC 220.00%0.00%0.00%Q3 2016Q4 20162
HENGEHOLD CAPITAL MANAGEMENT LLC 220.08%0.08%0.08%Q1 2014Q2 20142
Wright Fund Management, LLC 220.29%0.46%0.64%Q2 2023Q3 20232
S.A. Mason LLC 220.02%0.02%0.02%Q4 2019Q1 20202
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2020Q1 20222
Future Financial Wealth Managment LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Parkside Financial Bank & Trust 110.00%0.01%0.01%Q3 2016Q1 20232
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.59%0.65%0.71%Q3 2018Q1 20192
Advanced Asset Management Advisors Inc 220.68%0.68%0.68%Q4 2017Q1 20182
LASRY MARC 220.58%0.85%1.11%Q4 2016Q1 20172
UMB Bank, n.a. 110.00%0.00%0.00%Q1 2022Q3 20222
Strategic Blueprint, LLC 110.01%0.02%0.04%Q3 2019Q2 20212
Fund Evaluation Group, LLC 220.06%0.06%0.07%Q4 2019Q1 20202
Kelman-Lazarov, Inc. 220.00%0.02%0.03%Q1 2016Q2 20162
Blume Capital Management, Inc. 220.02%0.02%0.02%Q1 2014Q2 20142
DEARBORN CAPITAL MANAGEMENT LLC 220.42%0.42%0.42%Q4 2016Q1 20172
Northwest Capital Management Inc 220.00%0.08%0.16%Q2 2023Q3 20232
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.01%Q2 2014Q3 20142
Coppell Advisory Solutions Corp. 220.10%0.11%0.12%Q4 2022Q1 20232
Cercano Management LLC 222.57%2.62%2.66%Q4 2022Q1 20232
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2014Q3 20152
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q3 2021Q4 20212
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2014Q3 20142
LBA Wealth Management, LLC 220.01%0.01%0.01%Q1 2015Q2 20152
Atomi Financial Group, Inc. 220.10%0.14%0.17%Q2 2023Q3 20232
Semmax Financial Advisors Inc. 220.02%0.02%0.02%Q4 2018Q1 20192
Fragasso Group Inc. 110.07%0.20%0.33%Q4 2016Q3 20172
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2016Q3 20232
Asset Dedication, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Cherry Tree Wealth Management, LLC 220.02%0.04%0.06%Q2 2023Q3 20232
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q2 2019Q1 20222
Acorn Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
FIRST FINANCIAL CORP /IN/ 220.00%0.00%0.00%Q2 2020Q3 20202
Selective Wealth Management, Inc. 220.02%0.03%0.03%Q2 2022Q3 20222
AXXCESS WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
JFS WEALTH ADVISORS, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
EDMOND DE ROTHSCHILD (SUISSE) S.A. 220.02%0.02%0.02%Q2 2015Q3 20152
Element Wealth, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
INVESTMENT PARTNERS, LTD. 220.13%0.20%0.27%Q3 2016Q4 20162
Barber Financial Group, Inc. 220.05%0.05%0.05%Q2 2020Q3 20202
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
CNB Bank 110.00%0.00%0.00%Q4 2020Q4 20201
ATWOOD & PALMER INC 110.01%0.01%0.01%Q3 2015Q3 20151
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Safeguard Investment Advisory Group, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.13%0.13%0.13%Q2 2015Q2 20151
NEXT Financial Holdings 110.20%0.20%0.20%Q1 2019Q1 20191
Financial Insights, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Beacon Capital Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2018Q3 20181
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q1 2019Q1 20191
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Advisors Capital Management, LLC 110.63%0.63%0.63%Q3 2022Q3 20221
Beaumont Financial Advisors, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
OLD MISSION CAPITAL, LLC 110.14%0.14%0.14%Q4 2016Q4 20161
McNamara Financial Services, Inc. 110.09%0.09%0.09%Q4 2014Q4 20141
BURNS J W & CO INC/NY 110.12%0.12%0.12%Q3 2023Q3 20231
Trust Co 110.00%0.00%0.00%Q3 2016Q3 20161
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Ground Swell Capital, LLC 110.71%0.71%0.71%Q3 2022Q3 20221
Ranch Capital Advisors Inc. 110.04%0.04%0.04%Q3 2021Q3 20211
FINANCIAL COUNSELORS INC 110.02%0.02%0.02%Q3 2023Q3 20231
Requisite Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Valley Brook Capital Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
WIN ADVISORS, INC 115.58%5.58%5.58%Q3 2023Q3 20231
Kistler-Tiffany Companies, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Financial Advocates Investment Management 110.04%0.04%0.04%Q4 2020Q4 20201
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Neuberger Berman Group LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Highland Private Wealth Management 110.60%0.60%0.60%Q1 2018Q1 20181
Strategic Advocates LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Flaharty Asset Management, LLC 110.12%0.12%0.12%Q2 2017Q2 20171
Nalls Sherbakoff Group, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
EMERSON INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Visionary Asset Management, Inc. 110.84%0.84%0.84%Q2 2013Q2 20131
Reby Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
CAPSTONE ASSET MANAGEMENT CO 110.01%0.01%0.01%Q4 2013Q4 20131
KNIGHT CAPITAL GROUP LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Muzinich & Co., Inc. 110.02%0.02%0.02%Q4 2016Q4 20161
Wescott Financial Advisory Group, LLC 110.17%0.17%0.17%Q1 2022Q1 20221
Avalon Investment & Advisory 110.17%0.17%0.17%Q4 2017Q4 20171
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.08%0.08%0.08%Q1 2017Q1 20171
Private Ocean, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Ceros Financial Services Inc. 110.27%0.27%0.27%Q1 2019Q1 20191
IFC Holdings Incorporated/FL 110.05%0.05%0.05%Q4 2017Q4 20171
SWS Partners 110.00%0.00%0.00%Q4 2017Q4 20171
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Financial Advantage, Inc. 110.01%0.01%0.01%Q1 2015Q1 20151
First Allied Asset Management, Inc. 110.18%0.18%0.18%Q2 2013Q2 20131
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2023Q1 20231
TrinityPoint Wealth, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
ROMANO BROTHERS AND COMPANY 110.02%0.02%0.02%Q4 2022Q4 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2017Q4 20171
RPg Family Wealth Advisory, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.01%0.01%0.01%Q1 2014Q1 20141
Anfield Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
CAPITAL CITY TRUST CO/FL 110.01%0.01%0.01%Q2 2013Q2 20131
First PREMIER Bank 110.00%0.00%0.00%Q1 2019Q1 20191
Lebenthal Global Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Crosspoint Capital Strategies, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Gladstone Institutional Advisory LLC 110.22%0.22%0.22%Q1 2020Q1 20201
First Personal Financial Services 110.01%0.01%0.01%Q4 2015Q4 20151
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Stearns Financial Services Group 110.00%0.00%0.00%Q4 2019Q4 20191
GREAT LAKES ADVISORS, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
JNBA Financial Advisors 110.01%0.01%0.01%Q1 2023Q1 20231
HUTCHENS INVESTMENT MANAGEMENT INC 110.09%0.09%0.09%Q4 2014Q4 20141
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Cardan Capital Partners, LLC 111.61%1.61%1.61%Q4 2015Q4 20151
DAVENPORT & Co LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Psagot Value Holdings Ltd. 110.00%0.00%0.00%Q1 2014Q1 20141
Field & Main Bank 110.01%0.01%0.01%Q2 2022Q2 20221
BANK OF STOCKTON 110.12%0.12%0.12%Q2 2014Q2 20141
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Glenview Trust Co 110.04%0.04%0.04%Q4 2012Q4 20121
Midwest Professional Planners, LTD. 110.00%0.00%0.00%Q4 2017Q4 20171
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Raleigh Capital Management Inc. 110.16%0.16%0.16%Q4 2021Q4 20211
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q4 2014Q4 20141
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Birchcreek Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Continuum Advisory, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
NINE MASTS CAPITAL Ltd 110.35%0.35%0.35%Q4 2017Q4 20171
Ipsen Advisor Group LLC 110.45%0.45%0.45%Q4 2022Q4 20221
FIRST HORIZON CORP 110.13%0.13%0.13%Q2 2013Q2 20131
U S GLOBAL INVESTORS INC 110.02%0.02%0.02%Q2 2013Q2 20131
UNION SAVINGS BANK 110.03%0.03%0.03%Q3 2023Q3 20231
Opus Capital Group, LLC 110.02%0.02%0.02%Q1 2014Q1 20141
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 110.00%0.00%0.00%Q1 2023Q1 20231
BRR OpCo, LLC 111.08%1.08%1.08%Q4 2015Q4 20151
MYCIO WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
MOTCO 110.00%0.00%0.00%Q4 2018Q4 20181
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
One Capital Management, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q2 2020Q2 20201
Veritable, L.P. 110.01%0.01%0.01%Q2 2014Q2 20141
OneAscent Financial Services LLC 110.09%0.09%0.09%Q4 2022Q4 20221
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 116.91%6.91%6.91%Q3 2013Q3 20131
Lion Street Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
Horan Securities, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
AlphaCore Capital LLC 110.01%0.01%0.01%Q3 2021Q3 20211
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q3 2020Q3 20201
Allegis Investment Advisors, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
KMS FINANCIAL SERVICES, INC 110.06%0.06%0.06%Q3 2013Q3 20131
TimeScale Financial, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
ROGCO, LP 112.08%2.08%2.08%Q3 2023Q3 20231
Adams Wealth Management 110.43%0.43%0.43%Q4 2019Q4 20191
Interchange Capital Partners, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Squarepoint Ops LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q3 2018Q3 20181
Authentikos Wealth Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Jacobi Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Glovista Investments LLC 110.09%0.09%0.09%Q3 2015Q3 20151
COWA, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Capital Wealth Planning, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Price Capital Management, Inc. 110.18%0.18%0.18%Q3 2018Q3 20181
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
Clarity Financial LLC 110.03%0.03%0.03%Q2 2023Q2 20231
NBT BANK N A /NY 110.03%0.03%0.03%Q3 2023Q3 20231
AURORA FINANCIAL ADVISORS, LLC 110.31%0.31%0.31%Q4 2017Q4 20171
External links

This page lists all the filers that currently own PIMCO ETF TR or have owned PIMCO ETF TR in the past.