PROSHARES TR shareholder history

Current and past PROSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 30300.00%0.00%0.00%Q2 2016Q3 202384
SUSQUEHANNA INTERNATIONAL GROUP, LLP 30300.00%0.00%0.01%Q2 2016Q3 202374
Cutler Group LLC / CA 2080.00%0.01%0.05%Q2 2016Q3 202367
BARCLAYS PLC 30300.00%0.00%0.00%Q2 2016Q3 202362
JANE STREET GROUP, LLC 1220.00%0.03%0.22%Q2 2016Q3 202344
Walleye Trading LLC 1210.00%0.00%0.01%Q2 2016Q3 202343
WOLVERINE TRADING, LLC 810.00%0.00%0.02%Q2 2016Q3 202340
UBS Group AG 30300.00%0.01%0.06%Q2 2016Q3 202339
Lowe Wealth Advisors, LLC 31310.01%1.30%4.70%Q2 2016Q4 202331
ELKHORN PARTNERS LIMITED PARTNERSHIP 30300.29%0.63%1.00%Q2 2016Q3 202330
ROYAL BANK OF CANADA 30300.00%0.00%0.00%Q2 2016Q3 202330
Geneos Wealth Management Inc. 30300.00%0.01%0.01%Q2 2016Q3 202330
Nicholas Hoffman & Company, LLC. 30300.03%0.56%1.15%Q2 2016Q3 202330
MORGAN STANLEY 30300.01%0.03%0.06%Q2 2016Q3 202330
Mirae Asset Global Investments Co., Ltd. 30300.00%0.04%0.27%Q2 2016Q3 202330
BROWN BROTHERS HARRIMAN & CO 30300.00%0.00%0.01%Q2 2016Q3 202330
LPL Financial LLC 30300.00%0.09%0.52%Q2 2016Q3 202330
Lesa Sroufe & Co 2451.14%2.89%4.97%Q2 2016Q3 202329
CWM, LLC 2180.00%0.19%0.82%Q2 2016Q3 202329
Private Advisor Group, LLC 2810.00%0.04%0.26%Q2 2016Q3 202329
BANK OF MONTREAL /CAN/ 1820.00%0.00%0.00%Q2 2016Q3 202328
SUMITOMO MITSUI FINANCIAL GROUP, INC. 28280.02%0.08%0.31%Q4 2016Q3 202328
US BANCORP \DE\ 2070.00%0.00%0.00%Q2 2016Q3 202327
Ancora Advisors LLC 17100.00%0.03%0.17%Q2 2016Q3 202327
Intellectus Partners, LLC 1970.04%0.50%4.91%Q1 2017Q3 202326
United Asset Strategies, Inc. 1540.05%0.44%2.83%Q3 2016Q3 202326
Tower Research Capital LLC (TRC) 2210.00%0.08%0.32%Q2 2016Q3 202326
BLAIR WILLIAM & CO/IL 2320.00%0.00%0.01%Q2 2016Q3 202325
ENVESTNET ASSET MANAGEMENT INC 910.00%0.01%0.02%Q2 2016Q3 202325
CENTRAL TRUST Co 2050.00%0.01%0.06%Q2 2016Q3 202325
JPMORGAN CHASE & CO 2120.00%0.00%0.00%Q2 2016Q3 202325
Dynamic Advisor Solutions LLC 2110.02%1.63%6.87%Q2 2016Q3 202325
GOLDMAN SACHS GROUP INC 2230.00%0.00%0.00%Q4 2016Q3 202325
TWO SIGMA SECURITIES, LLC 1410.00%0.07%0.45%Q2 2017Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.01%Q1 2017Q3 202325
Sound Income Strategies, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Hudock, Inc. 24240.00%0.01%0.02%Q2 2016Q1 202224
WELLS FARGO & COMPANY/MN 2210.00%0.01%0.04%Q2 2016Q3 202324
Advisory Services Network, LLC 910.00%0.11%0.61%Q2 2016Q3 202324
TELEMUS CAPITAL, LLC 24240.32%1.09%3.65%Q4 2017Q3 202324
Cetera Advisors LLC 1490.00%0.02%0.04%Q2 2016Q3 202323
Kingsview Wealth Management, LLC 1450.00%0.15%1.70%Q1 2018Q3 202323
DEUTSCHE BANK AG\ 23230.00%0.00%0.00%Q1 2018Q3 202323
Gradient Investments LLC 2010.00%0.02%0.10%Q2 2016Q3 202323
Oxbow Advisors, LLC 1920.02%1.01%5.53%Q2 2016Q3 202323
Highlander Capital Management, LLC 1940.02%0.05%0.12%Q2 2016Q3 202223
BANK OF AMERICA CORP /DE/ 1210.00%0.00%0.00%Q4 2016Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 21210.00%0.01%0.05%Q1 2018Q1 202321
ROBINSON CAPITAL MANAGEMENT, LLC 21210.00%0.07%0.17%Q2 2016Q2 202121
Bank of New York Mellon Corp 810.00%0.00%0.00%Q2 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Capital Wealth Planning, LLC 1240.03%0.18%0.82%Q2 2016Q3 202321
Sicart Associates LLC 21210.06%0.92%2.58%Q2 2017Q2 202221
BENJAMIN F. EDWARDS & COMPANY, INC. 1220.00%0.07%0.68%Q2 2016Q2 202321
Global Retirement Partners, LLC 1470.00%0.02%0.11%Q2 2018Q3 202321
JUNCTURE WEALTH STRATEGIES, LLC 2010.09%1.25%2.35%Q2 2016Q3 202121
Jefferies Group LLC 20200.00%0.00%0.01%Q3 2016Q2 202120
Van Hulzen Asset Management, LLC 1010.03%0.11%1.10%Q3 2017Q3 202320
Belpointe Asset Management LLC 1310.06%0.43%1.40%Q3 2017Q1 202320
WHITTIER TRUST CO OF NEVADA INC 1280.00%0.01%0.01%Q4 2017Q3 202320
DRW Securities, LLC 1110.02%0.20%0.81%Q3 2016Q3 202320
COLONY GROUP LLC 1030.00%0.03%0.08%Q2 2016Q3 202320
First Heartland Consultants, Inc. 710.13%0.74%3.25%Q2 2016Q3 202319
PNC FINANCIAL SERVICES GROUP, INC. 850.00%0.00%0.00%Q2 2016Q3 202319
Raymond James Financial Services Advisors, Inc. 610.00%0.01%0.03%Q2 2016Q3 202319
OPPENHEIMER & CO INC 1510.01%0.08%0.29%Q2 2016Q3 202319
Cambridge Investment Research Advisors, Inc. 710.00%0.03%0.10%Q2 2016Q3 202319
CIBC WORLD MARKET INC. 1090.00%0.01%0.04%Q4 2018Q3 202319
V Wealth Advisors LLC 1010.07%0.25%0.44%Q2 2016Q3 202119
Baird Financial Group, Inc. 1010.00%0.13%0.71%Q2 2016Q2 202319
HighTower Advisors, LLC 1610.00%0.04%0.15%Q1 2017Q3 202319
RAYMOND JAMES & ASSOCIATES 910.00%0.01%0.04%Q2 2016Q3 202319
IFP Advisors, Inc 1320.00%0.05%0.20%Q1 2016Q4 202219
Parallel Advisors, LLC 920.00%0.00%0.01%Q4 2016Q3 202318
OARSMAN CAPITAL, INC. 18180.06%0.81%4.18%Q4 2018Q1 202318
Stratos Wealth Partners, LTD. 810.00%0.03%0.13%Q4 2017Q3 202318
CAPTRUST FINANCIAL ADVISORS 1410.00%0.00%0.00%Q4 2016Q3 202318
Bizma Investimentos Ltda 1443.44%7.95%16.74%Q1 2019Q3 202318
STABLEFORD CAPITAL II LLC 1010.09%5.13%27.94%Q2 2018Q3 202318
Security National Bank 1610.04%0.15%0.72%Q1 2019Q2 202317
Financial Management Professionals, Inc. 1110.00%1.19%12.92%Q2 2016Q3 202317
GLENMEDE TRUST CO NA 980.00%0.00%0.00%Q2 2016Q3 202017
InterOcean Capital, LLC 17170.33%0.59%1.11%Q2 2016Q2 202017
Kovack Advisors, Inc. 910.04%0.25%0.82%Q3 2016Q3 202317
Mirador Capital Partners LP 1610.94%3.88%8.38%Q1 2019Q3 202317
BRINKER CAPITAL INC 17170.02%0.11%0.30%Q2 2016Q2 202017
FIRST NATIONAL CORP /MA/ /ADV 1210.08%0.78%3.03%Q1 2019Q3 202317
MACROVIEW INVESTMENT MANAGEMENT LLC 16160.02%0.52%2.72%Q2 2016Q1 202016
Cornerstone Wealth Management, LLC 1410.01%0.06%0.11%Q3 2018Q1 202316
FIRST MANHATTAN CO. LLC. 1240.00%0.00%0.00%Q2 2016Q3 202316
HAP Trading, LLC 710.00%0.01%0.04%Q3 2019Q3 202316
MENLO ADVISORS LLC 16161.29%3.05%4.15%Q2 2016Q1 202016
Partnervest Advisory Services LLC 1050.12%0.23%0.44%Q2 2016Q3 202015
NewEdge Advisors, LLC 1410.00%0.06%0.30%Q2 2017Q3 202315
Patriot Financial Group Insurance Agency, LLC 720.00%0.01%0.03%Q4 2016Q3 202115
HSBC HOLDINGS PLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Annex Advisory Services, LLC 1210.01%1.68%8.82%Q3 2017Q4 202115
SeaCrest Wealth Management, LLC 510.03%0.12%0.21%Q1 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.05%Q1 2020Q3 202315
LADENBURG THALMANN FINANCIAL SERVICES INC. 15150.00%0.03%0.11%Q2 2016Q4 201915
Solstein Capital, LLC 1130.73%2.68%5.89%Q1 2020Q3 202314
Ballew Advisors, Inc 630.12%1.31%3.01%Q4 2017Q4 202114
M&T BANK CORP 610.00%0.00%0.02%Q3 2016Q2 202314
KINGS POINT CAPITAL MANAGEMENT 14140.00%0.00%0.01%Q4 2018Q1 202214
ADVANTAGE INVESTMENT MANAGEMENT, LLC 14140.04%0.22%0.71%Q2 2016Q3 201914
Sepio Capital, LP 1130.01%0.05%0.08%Q1 2020Q3 202314
Deane Retirement Strategies, Inc. 510.00%4.07%8.38%Q2 2016Q1 202314
Edge Wealth Management LLC 1040.00%0.08%0.22%Q4 2016Q3 202214
CITIGROUP INC 1210.00%0.00%0.00%Q3 2016Q2 202214
Advanced Asset Management Advisors Inc 14140.07%0.12%0.16%Q2 2020Q3 202314
SeaBridge Investment Advisors LLC 1210.01%0.07%0.17%Q1 2017Q3 202214
Advisor Group, Inc. 850.00%0.01%0.08%Q2 2016Q4 201913
Hilton Capital Management, LLC 710.00%0.28%1.05%Q3 2016Q3 202313
TRUE Private Wealth Advisors 1030.04%0.63%3.91%Q2 2020Q3 202313
STERLING INVESTMENT MANAGEMENT, LLC 940.59%3.23%7.08%Q1 2020Q2 202313
BNP PARIBAS FINANCIAL MARKETS 920.00%0.00%0.00%Q2 2016Q3 202013
Anchor Investment Management, LLC 13130.00%0.01%0.01%Q1 2016Q1 201913
Kistler-Tiffany Companies, LLC 13130.01%0.07%0.17%Q3 2016Q3 201913
NORTHERN TRUST CORP 410.00%0.00%0.00%Q2 2016Q3 202313
Creative Planning 510.00%0.00%0.00%Q2 2016Q2 202312
CreativeOne Wealth, LLC 12120.02%0.08%0.16%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.06%0.39%0.64%Q4 2020Q3 202312
NEXT Financial Group, Inc 660.00%0.01%0.02%Q2 2016Q4 201912
FLOW TRADERS U.S. LLC 510.01%0.12%0.47%Q2 2016Q3 202312
ALTERNA WEALTH MANAGEMENT, INC 530.17%0.32%0.64%Q1 2019Q4 202212
IMC-Chicago, LLC 510.00%0.02%0.05%Q1 2019Q3 202312
Sowell Financial Services LLC 910.00%0.04%0.30%Q3 2019Q3 202312
HRT FINANCIAL LP 210.01%0.12%0.47%Q3 2016Q3 202312
Cetera Advisor Networks LLC 510.00%0.02%0.04%Q2 2016Q2 202012
Steinberg Global Asset Management 12120.04%1.37%3.23%Q2 2016Q1 201912
American Portfolios Advisors 410.00%0.00%0.01%Q2 2018Q3 202212
Verity Asset Management, Inc. 310.42%1.30%2.00%Q2 2016Q3 202312
Neuberger Berman Group LLC 610.00%0.05%0.26%Q4 2016Q2 202312
LEUTHOLD GROUP, LLC 1110.52%1.56%2.45%Q2 2016Q1 202012
Claraphi Advisory Network, LLC 12120.06%0.43%1.96%Q1 2020Q4 202212
Lionsbridge Wealth Management LLC 410.18%4.08%15.86%Q4 2019Q3 202312
Hilltop Holdings Inc. 750.03%0.24%0.52%Q3 2020Q3 202312
Spectrum Planning & Advisory Services Inc. 12122.79%4.27%6.20%Q4 2020Q3 202312
BerganKDV Wealth Management, LLC 12120.00%0.01%0.01%Q3 2020Q2 202312
Rothschild Capital Partners, LLC 620.82%3.03%6.73%Q1 2020Q2 202311
STANSBERRY ASSET MANAGEMENT, LLC 11110.40%0.58%0.92%Q4 2017Q2 202011
CEDAR HILL ASSOCIATES, LLC 11110.22%1.53%3.31%Q2 2016Q4 201811
SIMPLEX TRADING, LLC 410.00%0.00%0.02%Q2 2016Q1 202211
Virtue Capital Management, LLC 11110.05%0.18%0.35%Q1 2021Q3 202311
Parkside Investments, LLC 620.05%0.72%2.11%Q1 2017Q2 202211
AE Wealth Management LLC 710.01%0.07%0.12%Q1 2020Q3 202311
Arkadios Wealth Advisors 740.00%0.19%1.73%Q1 2020Q3 202311
Berkeley Capital Partners, LLC 920.13%2.62%5.57%Q3 2019Q3 202211
SIGNATUREFD, LLC 1010.00%0.01%0.06%Q1 2019Q2 202211
Compagnie Lombard Odier SCmA 710.00%0.08%0.23%Q2 2016Q2 202111
Burleson & Company, LLC 610.00%0.29%0.99%Q1 2018Q1 202211
Visionary Wealth Advisors 530.02%0.07%0.13%Q1 2020Q3 202311
LaFleur & Godfrey LLC 740.05%0.22%0.54%Q4 2016Q4 202111
North Star Investment Management Corp. 1010.01%0.06%0.16%Q1 2018Q2 202211
Financial Advocates Investment Management 510.02%0.04%0.06%Q4 2017Q3 202211
FMR LLC 310.00%0.00%0.00%Q2 2016Q3 202311
HCR Wealth Advisors 530.09%2.42%7.89%Q4 2018Q2 202311
FIFTH THIRD BANCORP 710.00%0.00%0.01%Q3 2016Q2 202310
EDMOND DE ROTHSCHILD HOLDING S.A. 820.00%0.00%0.00%Q2 2016Q2 201910
Pinnacle Family Advisors, LLC 510.88%2.63%4.71%Q1 2017Q2 202310
JTC Employer Solutions Trustee Ltd 10100.01%0.02%0.03%Q2 2021Q3 202310
Antonetti Capital Management LLC 910.01%0.12%0.39%Q2 2010Q3 202310
Brinker Capital Investments, LLC 520.00%0.02%0.04%Q2 2016Q2 202210
DOLIVER ADVISORS, LP 10100.14%1.47%2.49%Q1 2021Q2 202310
Vigilare Wealth Management 420.12%1.64%3.58%Q2 2020Q4 202310
DFPG INVESTMENTS, LLC 640.04%0.56%1.24%Q4 2018Q3 202310
Integrated Advisors Network LLC 820.02%0.67%4.07%Q3 2020Q3 202310
Livingston Group Asset Management CO (operating as Southport Capital Management) 510.02%0.30%1.39%Q2 2016Q1 202210
Virtu Financial LLC 310.02%0.50%2.17%Q2 2016Q4 201910
ISLAY CAPITAL MANAGEMENT, LLC 810.05%0.07%0.11%Q4 2019Q2 20229
Newbridge Financial Services Group, Inc. 720.00%0.00%0.02%Q3 2020Q4 20229
Wealthcare Advisory Partners LLC 410.00%0.02%0.03%Q3 2019Q1 20239
PVG ASSET MANAGEMENT CORP 310.25%5.25%18.90%Q4 2018Q3 20239
Tuttle Capital Management, LLC 810.41%1.98%7.25%Q4 2016Q1 20199
New Harbor Financial Group, LLC 720.42%2.29%7.50%Q2 2016Q2 20239
Cerity Partners LLC 720.00%0.01%0.02%Q2 2017Q1 20229
Peak Asset Management, LLC 540.08%0.13%0.23%Q1 2017Q4 20199
VERUS CAPITAL PARTNERS, LLC 720.04%0.08%0.22%Q4 2019Q3 20239
Joseph P. Lucia & Associates, LLC 540.08%0.44%0.79%Q2 2019Q3 20219
EVOKE WEALTH, LLC 810.00%0.00%0.01%Q3 2019Q4 20219
Teamwork Financial Advisors, LLC 510.05%0.17%0.55%Q1 2020Q3 20239
Kozak & Associates, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 310.00%0.00%0.00%Q2 2016Q3 20239
Jacobi Capital Management LLC 990.00%0.00%0.00%Q2 2019Q2 20219
FIRST TRUST ADVISORS LP 420.00%0.00%0.00%Q2 2016Q3 20239
SG Americas Securities, LLC 410.00%0.01%0.11%Q2 2016Q2 20219
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2018Q2 20239
Harvest Investment Services, LLC 880.37%1.70%2.86%Q4 2021Q3 20238
EASTERLY INVESTMENT PARTNERS LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Bollard Group LLC 880.07%0.41%0.65%Q2 2016Q1 20188
Windsor Wealth Management, Inc. 880.06%0.09%0.14%Q2 2020Q1 20228
Aveo Capital Partners, LLC 610.02%0.07%0.14%Q1 2017Q3 20238
Rise Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
ALTFEST L J & CO INC 880.03%0.90%4.79%Q4 2020Q3 20228
Brookstone Capital Management 310.00%0.07%0.21%Q3 2019Q3 20238
Essex Financial Services, Inc. 620.05%0.08%0.16%Q3 2016Q3 20188
Argent Trust Co 410.04%0.21%0.29%Q2 2016Q2 20208
BROWN ADVISORY INC 710.00%0.00%0.00%Q3 2019Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.24%0.52%0.90%Q4 2021Q3 20238
Maltin Wealth Management, Inc. 880.30%0.87%2.51%Q4 2019Q3 20218
INSIGHT 2811, INC. 880.08%0.15%0.25%Q3 2021Q2 20238
NKCFO LLC 410.70%1.76%5.15%Q4 2018Q2 20228
Aptus Capital Advisors, LLC 620.00%0.03%0.25%Q3 2020Q3 20228
Mayflower Financial Advisors, LLC 880.06%0.07%0.09%Q4 2021Q3 20238
Mutual Advisors, LLC 510.03%0.20%0.56%Q4 2018Q1 20238
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 410.02%0.09%0.22%Q3 2017Q3 20228
SEI INVESTMENTS CO 880.00%0.00%0.00%Q3 2016Q2 20188
GREENHAVEN ASSOCIATES INC 880.20%0.26%0.35%Q1 2021Q4 20228
CIBC Private Wealth Group, LLC 320.00%0.00%0.00%Q2 2016Q2 20238
Miracle Mile Advisors, LLC 770.02%0.04%0.08%Q2 2020Q4 20217
VISTA FINANCE, LLC 777.76%8.64%9.52%Q1 2022Q3 20237
Hamilton Wealth, LLC 310.08%1.86%5.29%Q4 2018Q1 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.00%0.01%Q1 2021Q4 20227
Western Pacific Wealth Management, LP 770.08%0.42%1.36%Q1 2022Q3 20237
SECURITY NATIONAL TRUST CO 770.01%0.02%0.06%Q1 2020Q3 20217
Rockefeller Capital Management L.P. 610.00%0.00%0.01%Q3 2018Q2 20207
WOODWARD DIVERSIFIED CAPITAL, LLC 610.12%0.43%0.88%Q4 2020Q2 20237
TRUIST FINANCIAL CORP 770.00%0.00%0.00%Q3 2020Q1 20227
Cresset Asset Management, LLC 610.00%0.02%0.04%Q1 2020Q3 20237
WOLVERINE ASSET MANAGEMENT LLC 770.00%0.00%0.01%Q2 2016Q4 20177
Aurora Private Wealth, Inc. 430.09%0.28%0.57%Q1 2020Q4 20227
Integrated Wealth Concepts LLC 310.00%0.01%0.03%Q2 2020Q2 20237
Cedar Brook Financial Partners, LLC 610.05%0.16%0.26%Q4 2018Q3 20237
Next Capital Management LLC 770.21%2.43%6.66%Q1 2020Q3 20217
B. Riley Wealth Advisors, Inc. 610.01%0.56%0.93%Q2 2016Q3 20237
Caprock Group, LLC 770.03%0.05%0.08%Q1 2020Q3 20217
Robinson Value Management, Ltd. 310.24%4.35%6.50%Q2 2017Q3 20237
Financial Gravity Asset Management, Inc. 430.00%0.00%0.01%Q1 2019Q3 20237
Wakefield Asset Management LLLP 210.00%1.57%3.76%Q1 2019Q1 20237
GAMCO INVESTORS, INC. ET AL 510.01%0.01%0.02%Q3 2016Q2 20207
Lindbrook Capital, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Claybrook Capital, LLC 520.18%0.70%1.04%Q1 2020Q2 20227
Investors Financial Group, LLC 770.12%0.20%0.36%Q4 2019Q2 20217
Realta Investment Advisors 410.00%0.01%0.01%Q1 2019Q3 20237
MARINER INDEPENDENT ADVISOR NETWORK, LLC 210.01%0.07%0.22%Q4 2018Q2 20227
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 430.00%0.00%0.00%Q3 2016Q2 20187
Archer Investment Corp 770.02%0.02%0.03%Q4 2021Q2 20237
MGO ONE SEVEN LLC 610.01%0.05%0.11%Q4 2021Q3 20237
Tyler-Stone Wealth Management 520.00%0.00%0.00%Q4 2021Q3 20237
Financial Enhancement Group LLC 220.00%0.15%0.36%Q1 2019Q3 20216
Sunbelt Securities, Inc. 310.00%0.07%0.12%Q4 2016Q4 20226
Kaydan Wealth Management, Inc. 668.19%17.68%26.41%Q2 2022Q3 20236
CPR Investments Inc. 668.48%13.45%16.38%Q2 2022Q3 20236
Meridian Wealth Management, LLC 660.10%0.17%0.24%Q2 2022Q3 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 420.00%1.08%4.61%Q1 2020Q3 20236
Carroll Financial Associates, Inc. 660.00%0.00%0.00%Q3 2020Q4 20216
Vontobel Holding Ltd. 410.00%0.00%0.00%Q4 2020Q3 20236
NORTHCAPE WEALTH MANAGEMENT, LLC 510.06%0.64%3.38%Q1 2022Q3 20236
Arete Wealth Advisors, LLC 210.20%0.77%1.72%Q4 2016Q3 20236
LAKE STREET ADVISORS GROUP, LLC 660.24%0.37%0.60%Q4 2017Q1 20196
Summit Financial Wealth Advisors, LLC 310.04%0.08%0.12%Q3 2016Q3 20226
Western Wealth Management, LLC 660.08%0.23%0.46%Q2 2022Q3 20236
Select Asset Management & Trust 660.22%1.15%3.16%Q1 2022Q2 20236
Allworth Financial LP 510.00%0.00%0.00%Q3 2017Q3 20236
PACIFIC CAPITAL WEALTH ADVISORS, INC 660.11%0.30%0.49%Q4 2019Q1 20216
COMERICA BANK 410.00%0.03%0.08%Q2 2016Q3 20236
Centric Wealth Management 210.00%0.32%1.45%Q1 2019Q4 20206
Barrington Strategic Wealth Management Group LLC 662.91%3.27%3.97%Q2 2016Q3 20176
Strategic Advisors LLC 660.08%0.14%0.20%Q3 2019Q4 20206
EMFO, LLC 660.03%0.03%0.04%Q2 2021Q3 20226
Westside Investment Management, Inc. 660.01%0.02%0.02%Q1 2017Q2 20186
K.J. Harrison & Partners Inc 420.09%0.19%0.42%Q3 2020Q1 20226
HUNTINGTON NATIONAL BANK 660.00%0.00%0.00%Q1 2020Q2 20216
Spectrum Asset Management, Inc. (NB/CA) 662.86%5.62%8.63%Q1 2022Q2 20236
Beacon Pointe Advisors, LLC 510.02%0.05%0.11%Q1 2022Q3 20236
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q2 2016Q4 20176
Orion Portfolio Solutions, LLC 660.00%0.05%0.10%Q2 2022Q3 20236
SPIRIT OF AMERICA MANAGEMENT CORP/NY 660.03%0.03%0.04%Q3 2021Q4 20226
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
Mascoma Wealth Management LLC 660.04%0.06%0.07%Q4 2016Q1 20186
Financial Sense Advisors, Inc. 210.09%0.33%0.74%Q1 2019Q1 20236
MBA Advisors LLC 660.11%0.37%0.62%Q2 2022Q3 20236
Compass Financial Group, Inc. 513.35%4.04%4.85%Q2 2020Q3 20236
MKD WEALTH COACHES, LLC 660.51%2.54%5.53%Q4 2018Q1 20206
AdvisorNet Financial, Inc 420.00%0.00%0.00%Q1 2020Q3 20216
NORTHERN CAPITAL MANAGEMENT LLC 660.15%0.37%0.69%Q3 2016Q4 20176
THRIVENT FINANCIAL FOR LUTHERANS 660.00%0.00%0.00%Q2 2016Q3 20176
DAVENPORT & Co LLC 510.00%0.00%0.00%Q3 2016Q3 20236
BREWIN DOLPHIN LTD 510.01%0.01%0.01%Q3 2017Q2 20206
REUTER JAMES WEALTH MANAGEMENT, LLC 513.37%3.78%4.09%Q1 2022Q3 20236
Qube Research & Technologies Ltd 410.00%0.00%0.00%Q3 2021Q3 20236
WINTRUST INVESTMENTS LLC 210.02%0.05%0.08%Q1 2017Q1 20216
SEGALL BRYANT & HAMILL, LLC 310.00%0.00%0.01%Q3 2021Q3 20236
PRELUDE CAPITAL MANAGEMENT, LLC 330.00%0.00%0.01%Q1 2020Q3 20206
Eudaimonia Partners, LLC 660.01%0.01%0.02%Q4 2019Q1 20216
Capital Directions Investment Advisors, LLC 510.04%0.04%0.05%Q1 2017Q1 20196
CREDIT SUISSE AG/ 310.00%0.00%0.01%Q2 2020Q4 20225
Clear Creek Financial Management, LLC 550.54%0.73%0.98%Q3 2022Q3 20235
Aevitas Wealth Management, Inc. 550.00%0.03%0.06%Q1 2018Q1 20195
CVA Family Office, LLC 410.09%0.11%0.14%Q2 2022Q3 20235
Addison Capital Co 410.30%0.64%1.03%Q3 2018Q4 20195
Dougherty Wealth Advisers LLC 550.00%0.00%0.00%Q3 2020Q3 20215
WEALTHSOURCE PARTNERS, LLC 310.01%0.48%1.49%Q1 2018Q3 20235
Peak Capital Management LLC 410.96%5.27%8.20%Q1 2018Q1 20205
HighMark Wealth Management LLC 550.04%0.04%0.04%Q3 2022Q3 20235
Atria Investments, Inc 210.02%0.05%0.09%Q2 2016Q4 20185
Waldron Private Wealth LLC 310.05%0.06%0.08%Q3 2016Q1 20185
DUNCKER STREETT & CO INC 550.01%0.01%0.01%Q2 2016Q2 20175
Meridian Wealth Partners, LLC 550.06%0.08%0.10%Q3 2022Q3 20235
Axiom Investment Management LLC 410.61%2.55%3.64%Q3 2021Q4 20225
EdgeRock Capital LLC 550.08%0.14%0.17%Q2 2022Q2 20235
Sigma Planning Corp 210.14%0.18%0.23%Q1 2017Q1 20195
Confluence Wealth Management LLC 550.10%0.14%0.20%Q4 2016Q4 20175
Moisand Fitzgerald Tamayo, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
D.A. DAVIDSON & CO. 550.00%0.00%0.01%Q2 2016Q2 20175
WealthShield Partners, LLC 410.01%0.42%0.78%Q1 2020Q2 20215
Bedell Frazier Investment Counselling, LLC 558.02%8.56%9.15%Q4 2018Q4 20195
TAP Consulting, LLC 550.80%1.14%1.77%Q3 2022Q3 20235
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 320.05%0.41%0.74%Q1 2020Q2 20215
FourThought Financial, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
TCG Advisory Services, LLC 320.36%0.54%0.71%Q1 2022Q2 20235
WOLFF WIESE MAGANA LLC 410.01%0.02%0.04%Q4 2020Q2 20235
Foundations Investment Advisors, LLC 410.15%0.44%1.28%Q1 2019Q3 20235
Savior LLC 550.03%0.89%2.18%Q3 2022Q3 20235
Stack Financial Management, Inc 4111.96%15.70%19.34%Q4 2018Q4 20225
Ameliora Wealth Management Ltd. 550.01%0.04%0.06%Q3 2022Q3 20235
Wealth Quarterback LLC 210.00%1.16%5.79%Q4 2019Q2 20225
SRS Capital Advisors, Inc. 310.00%0.00%0.01%Q4 2016Q3 20205
GIRARD PARTNERS LTD. 550.09%0.11%0.15%Q2 2017Q2 20185
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 550.63%1.87%3.65%Q4 2020Q4 20215
MANCHESTER FINANCIAL INC 550.00%0.05%0.11%Q1 2020Q1 20215
MYCIO WEALTH PARTNERS, LLC 320.00%0.00%0.00%Q2 2016Q4 20195
St. Johns Investment Management Company, LLC 410.01%0.10%0.26%Q1 2020Q2 20235
STIFEL FINANCIAL CORP 320.00%0.00%0.01%Q2 2016Q2 20225
Perigon Wealth Management, LLC 550.00%0.10%0.33%Q1 2017Q1 20185
Coston, McIsaac & Partners 410.00%0.00%0.00%Q2 2022Q3 20235
Ocean Capital Management, LLC 410.09%0.72%1.47%Q3 2020Q4 20215
Seelaus Asset Management LLC 550.18%0.30%0.45%Q2 2020Q2 20215
FormulaFolio Investments, LLC 320.01%0.02%0.04%Q1 2020Q2 20215
GUARDIAN WEALTH ADVISORS, LLC / NC 551.14%1.51%2.72%Q1 2022Q1 20235
Portfolio Strategies Inc 550.06%1.75%7.19%Q4 2016Q4 20175
MURPHY CAPITAL MANAGEMENT INC 320.03%0.04%0.05%Q3 2018Q2 20205
FNY Partners Fund LP 440.02%0.04%0.08%Q4 2016Q3 20174
Freedom Investment Management, Inc. 310.02%0.15%0.26%Q4 2021Q3 20234
Leicht Financial Planning & Wealth Management, Inc. 440.71%0.84%1.01%Q4 2018Q3 20194
GTS SECURITIES LLC 220.00%0.02%0.04%Q2 2023Q3 20234
SCHOLTZ & COMPANY, LLC 442.48%3.54%5.52%Q4 2022Q3 20234
FOCUS Wealth Advisors, LLC 442.26%2.73%3.20%Q3 2022Q2 20234
Grant/GrossMendelsohn, LLC 440.10%0.15%0.22%Q4 2022Q3 20234
Asset Management One Co., Ltd. 210.00%0.00%0.00%Q1 2018Q3 20194
NATIXIS 440.00%0.00%0.00%Q4 2022Q3 20234
Beck Bode, LLC 440.05%0.25%0.62%Q1 2022Q4 20224
CENTRAL BANK & TRUST CO 440.01%0.01%0.01%Q2 2020Q1 20214
QCM Cayman, Ltd. 220.20%1.33%2.98%Q3 2020Q3 20214
RIA Advisory Group LLC 440.26%6.55%15.62%Q4 2022Q3 20234
BREITER CAPITAL MANAGEMENT INC 310.28%0.46%0.64%Q4 2018Q3 20204
ARCADIA INVESTMENT MANAGEMENT CORP/MI 440.07%0.13%0.19%Q4 2022Q3 20234
ROTHSCHILD INVESTMENT LLC /IL 220.01%0.03%0.06%Q2 2016Q2 20214
Titus Wealth Management 310.26%0.46%0.58%Q1 2020Q2 20224
Smithfield Trust Co 440.00%0.00%0.00%Q2 2020Q1 20214
WealthBridge Capital Management, LLC 440.08%0.10%0.12%Q2 2022Q1 20234
Latitude Advisors, LLC 220.15%0.17%0.19%Q4 2020Q3 20224
BALTIMORE CAPITAL MANAGEMENT, INC 441.12%1.51%1.71%Q1 2017Q4 20174
Simplicity Solutions, LLC 310.01%0.02%0.03%Q4 2018Q3 20204
NEW YORK STATE COMMON RETIREMENT FUND 440.01%0.01%0.02%Q2 2021Q1 20224
Vivaldi Capital Management LP 310.06%0.09%0.11%Q2 2019Q1 20234
Silverleafe Capital Partners, LLC 441.56%3.78%5.13%Q3 2022Q2 20234
People's United Financial, Inc. 440.00%0.00%0.00%Q2 2016Q1 20174
Transform Wealth, LLC 440.02%0.03%0.04%Q3 2022Q2 20234
NATIONAL BANK OF CANADA /FI/ 440.00%0.00%0.00%Q4 2021Q3 20224
Wealth Advisory Solutions, LLC 440.07%0.12%0.14%Q1 2020Q4 20204
Belmont Capital, LLC 440.11%0.16%0.20%Q1 2022Q4 20224
Laidlaw Wealth Management LLC 440.08%0.30%0.44%Q3 2022Q2 20234
STEPHENS INC /AR/ 220.00%0.01%0.02%Q2 2020Q2 20224
Virtu KCG Holdings LLC 310.03%0.16%0.52%Q2 2016Q2 20174
EVERGREEN CAPITAL MANAGEMENT LLC 220.01%0.06%0.12%Q4 2020Q3 20234
WADDELL & ASSOCIATES, LLC 310.04%0.14%0.39%Q1 2020Q3 20224
First Horizon Advisors, Inc. 310.00%0.00%0.01%Q2 2022Q3 20234
Worth Asset Management, LLC 220.00%0.17%0.59%Q1 2022Q2 20234
FURE FINANCIAL CORP 310.60%14.09%24.77%Q2 2020Q3 20224
Winslow, Evans & Crocker, Inc. 440.00%0.00%0.00%Q2 2016Q1 20174
GREAT VALLEY ADVISOR GROUP, INC. 210.03%0.10%0.21%Q1 2019Q2 20224
Gordian Capital Singapore Pte Ltd 440.76%1.09%1.52%Q4 2022Q3 20234
Almanack Investment Partners, LLC. 440.04%0.11%0.16%Q1 2019Q4 20194
AUGUSTINE ASSET MANAGEMENT INC 440.18%0.32%0.45%Q1 2022Q4 20224
Gunderson Capital Management Inc. 114.02%10.48%21.98%Q4 2018Q3 20224
Geo Capital Gestora de Recursos Ltd 440.00%0.31%0.91%Q3 2019Q2 20204
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 310.11%0.70%0.98%Q1 2020Q2 20234
Kessler Investment Group, LLC 220.88%5.53%11.44%Q1 2017Q2 20214
Zurcher Kantonalbank (Zurich Cantonalbank) 110.00%0.00%0.00%Q3 2021Q3 20234
Covington Capital Management 440.00%0.00%0.00%Q3 2017Q2 20184
DUBUQUE BANK & TRUST CO 440.03%0.03%0.04%Q4 2022Q3 20234
BOKF, NA 210.00%0.00%0.01%Q3 2017Q3 20214
Truadvice, LLC 440.66%3.87%8.71%Q1 2022Q4 20224
PFG Investments, LLC 330.06%0.09%0.13%Q1 2023Q3 20233
TRUSTCORE FINANCIAL SERVICES, LLC 210.00%0.00%0.01%Q3 2019Q4 20223
BINGHAM OSBORN & SCARBOROUGH LLC 330.02%0.02%0.03%Q1 2020Q3 20203
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.04%0.36%0.54%Q1 2023Q3 20233
Lanham O'Dell & Company, Inc. 331.18%2.27%3.60%Q2 2022Q4 20223
LifePro Asset Management 330.06%0.08%0.09%Q3 2021Q1 20223
CAROLINAS WEALTH CONSULTING LLC 330.02%0.03%0.04%Q2 2020Q4 20203
Valeo Financial Advisors, LLC 330.00%0.00%0.01%Q1 2020Q3 20203
Stonehage Fleming Financial Services Holdings Ltd 330.29%0.31%0.34%Q2 2016Q4 20163
Ausdal Financial Partners, Inc. 210.02%0.09%0.13%Q2 2016Q4 20223
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Avidian Wealth Solutions, LLC 330.09%0.12%0.14%Q3 2022Q1 20233
Janney Montgomery Scott LLC 210.01%0.02%0.03%Q1 2018Q3 20203
WNY Asset Management, LLC 330.12%0.16%0.22%Q2 2022Q4 20223
B. Riley Wealth Management, Inc. 110.05%5.46%16.27%Q1 2020Q2 20223
BENJAMIN EDWARDS INC 330.01%0.01%0.01%Q2 2020Q4 20203
MISSION WEALTH MANAGEMENT, LP 330.07%0.09%0.11%Q1 2017Q3 20173
SYMONS CAPITAL MANAGEMENT INC 330.12%0.14%0.16%Q3 2020Q1 20213
KLCM Advisors, Inc. 330.11%0.11%0.12%Q4 2016Q2 20173
Orgel Wealth Management, LLC 210.04%0.08%0.12%Q3 2020Q3 20213
Clarity Financial LLC 210.15%0.24%0.34%Q4 2021Q2 20233
Landsberg, Bennett, & Dubbaneh LLC 210.07%1.29%2.24%Q4 2018Q4 20203
OneDigital Investment Advisors LLC 330.02%0.09%0.17%Q1 2020Q3 20203
MSI Financial Services Inc 330.00%0.00%0.00%Q2 2016Q4 20163
Strategic Wealth Partners, Ltd. 330.03%0.05%0.06%Q3 2022Q1 20233
tru Independence LLC 330.00%0.08%0.14%Q4 2019Q2 20203
KING LUTHER CAPITAL MANAGEMENT CORP 330.00%0.01%0.01%Q1 2020Q3 20203
EverSource Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Renaissance Technologies 210.00%0.00%0.00%Q3 2018Q2 20233
FLAGSHIP HARBOR ADVISORS, LLC 210.00%0.01%0.02%Q3 2019Q3 20203
EATON VANCE MANAGEMENT 330.00%0.00%0.00%Q1 2021Q3 20213
VitalStone Financial, LLC 210.28%1.21%2.12%Q4 2022Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
ORSER CAPITAL MANAGEMENT, LLC 330.36%0.69%1.26%Q2 2020Q4 20203
MONTAG A & ASSOCIATES INC 210.02%0.03%0.03%Q3 2022Q3 20233
First Allied Advisory Services, Inc. 210.12%0.21%0.40%Q2 2016Q3 20173
MONETARY MANAGEMENT GROUP INC 210.00%0.01%0.01%Q3 2022Q2 20233
Azimuth Capital Management LLC 210.04%0.07%0.12%Q2 2016Q1 20203
FLPUTNAM INVESTMENT MANAGEMENT CO 330.02%0.03%0.03%Q1 2020Q3 20203
Plante Moran Financial Advisors, LLC 330.00%0.02%0.05%Q2 2020Q4 20203
ST GERMAIN D J CO INC 330.01%0.01%0.01%Q2 2023Q4 20233
Adalta Capital Management LLC 110.10%0.16%0.25%Q3 2021Q3 20233
Keel Point, LLC 330.08%0.10%0.11%Q1 2020Q3 20203
Lee Financial Co 330.01%0.02%0.02%Q1 2023Q3 20233
RAYMOND JAMES TRUST N.A. 210.01%0.01%0.02%Q2 2018Q1 20193
Keystone Financial Group 330.13%0.29%0.44%Q1 2020Q3 20203
New England Investment & Retirement Group, Inc. 336.26%10.23%13.67%Q1 2020Q3 20203
Prostatis Group LLC 330.91%3.84%5.92%Q4 2022Q2 20233
Sargent Bickham Lagudis LLC 210.00%0.00%0.01%Q3 2017Q2 20223
Forward Management, LLC 330.03%11.76%25.44%Q1 2022Q3 20223
HBK Sorce Advisory LLC 330.04%0.08%0.12%Q1 2023Q3 20233
Fortitude Advisory Group L.L.C. 110.04%0.21%0.33%Q1 2022Q1 20233
Weil Company, Inc. 330.59%0.90%1.10%Q4 2022Q2 20233
WESPAC Advisors SoCal, LLC 330.50%1.07%1.98%Q3 2021Q1 20223
RETIREMENT CAPITAL STRATEGIES 330.30%8.21%19.10%Q2 2022Q4 20223
HOWE & RUSLING INC 210.00%0.00%0.00%Q4 2018Q1 20203
TOWNSQUARE CAPITAL LLC 210.05%0.10%0.13%Q2 2019Q3 20233
TRANSCEND CAPITAL ADVISORS, LLC 330.09%0.09%0.10%Q2 2022Q4 20223
Smart Portfolios, LLC 110.28%2.50%6.26%Q1 2018Q2 20233
Mariner, LLC 110.00%0.00%0.00%Q3 2016Q4 20223
CMC Financial Group 331.08%13.06%34.55%Q1 2022Q3 20223
SlateStone Wealth, LLC 210.12%1.56%2.37%Q3 2020Q4 20223
Bison Wealth, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Lattice Capital Management, LLC 331.27%2.68%5.24%Q3 2022Q1 20233
FIRST INTERSTATE BANK 210.01%0.01%0.02%Q3 2016Q1 20193
CHESAPEAKE ASSET MANAGEMENT LLC 210.72%1.15%1.41%Q2 2016Q2 20173
Tatro Capital, LLC 210.24%0.72%1.24%Q2 2020Q3 20213
WOODMONT INVESTMENT COUNSEL LLC 110.01%0.01%0.01%Q3 2016Q2 20203
Lake Hills Wealth Management, LLC 332.22%4.17%5.69%Q4 2022Q2 20233
Sandy Spring Bank 330.01%0.01%0.01%Q2 2020Q4 20203
Johnson Financial Group, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
KEYBANK NATIONAL ASSOCIATION/OH 330.00%0.00%0.01%Q4 2016Q2 20173
GOFEN & GLOSSBERG LLC /IL/ 330.00%0.01%0.02%Q3 2021Q1 20223
LEVEL FOUR ADVISORY SERVICES, LLC 210.01%0.11%0.18%Q2 2022Q2 20233
Trek Financial, LLC 110.02%0.27%0.49%Q2 2022Q3 20233
Cutter & CO Brokerage, Inc. 220.29%0.30%0.30%Q2 2016Q3 20162
THOMPSON DAVIS & CO., INC. 220.18%0.19%0.20%Q2 2023Q3 20232
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.07%0.14%Q4 2022Q3 20232
Balboa Wealth Partners 220.48%0.68%0.88%Q3 2022Q4 20222
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q1 2020Q2 20202
Capital Investment Advisory Services, LLC 110.00%0.01%0.01%Q4 2018Q2 20232
Barber Financial Group, Inc. 110.05%0.15%0.25%Q1 2018Q1 20192
ELCO Management Co., LLC 110.22%0.29%0.36%Q1 2022Q1 20232
Williams Jones Wealth Management, LLC. 220.01%0.01%0.02%Q2 2020Q3 20202
JACKSON PARK CAPITAL, LLC 222.06%2.37%2.67%Q2 2016Q3 20162
JT Stratford LLC 110.14%0.74%1.34%Q1 2020Q2 20222
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
Professional Financial Advisors, LLC 110.66%3.19%5.72%Q1 2020Q4 20222
DIMENSION CAPITAL MANAGEMENT LLC 110.08%1.16%2.23%Q4 2016Q2 20202
Executive Wealth Management, LLC 220.34%0.43%0.52%Q2 2022Q3 20222
Castleview Partners, LLC 110.17%0.22%0.27%Q2 2021Q4 20212
Capital Analysts, LLC 220.00%0.00%0.01%Q2 2022Q3 20222
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q3 2016Q4 20182
Beacon Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Financial Advisors Network, Inc. 220.50%0.55%0.60%Q2 2020Q3 20202
IAG Wealth Partners, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
J2 Capital Management Inc 110.53%0.54%0.55%Q1 2022Q4 20222
Camelot Portfolios, LLC 220.40%0.45%0.50%Q4 2022Q1 20232
Hutchens & Kramer Investment Management Group, LLC 220.15%0.33%0.50%Q2 2022Q3 20222
Farther Finance Advisors, LLC 220.00%0.13%0.26%Q1 2023Q2 20232
Indie Asset Partners, LLC 222.86%3.62%4.37%Q2 2020Q3 20202
Parkside Financial Bank & Trust 220.02%0.02%0.02%Q2 2016Q3 20162
Owen LaRue, LLC 223.49%3.49%3.49%Q4 2022Q1 20232
Crow Point Partners, LLC 110.03%0.05%0.07%Q3 2017Q4 20182
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Parisi Gray Wealth Management 220.00%0.00%0.00%Q2 2018Q3 20182
Capasso Planning Partners LLC 220.10%0.11%0.12%Q4 2022Q1 20232
CABANA LLC 221.29%1.38%1.46%Q4 2018Q1 20192
HERON FINANCIAL GROUP, LLC 220.26%0.42%0.58%Q1 2020Q2 20202
REGENTATLANTIC CAPITAL LLC 220.02%0.02%0.02%Q2 2016Q3 20162
CETERA INVESTMENT MANAGEMENT LLC 110.96%1.53%2.10%Q2 2016Q2 20172
Silicon Hills Wealth Management, LLC 220.65%0.93%1.21%Q1 2020Q2 20202
Intrua Financial, LLC 220.04%0.04%0.04%Q4 2022Q1 20232
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 220.03%0.03%0.03%Q2 2016Q3 20162
Krilogy Financial LLC 110.01%0.02%0.02%Q3 2018Q1 20222
PRENTISS SMITH & CO INC 220.02%0.02%0.02%Q4 2017Q1 20182
Golden State Wealth Management, LLC 110.02%0.06%0.10%Q3 2019Q1 20202
Spotlight Asset Group, Inc. 220.57%0.64%0.70%Q2 2020Q3 20202
Squarepoint Ops LLC 110.00%0.02%0.03%Q2 2022Q4 20222
ORG Partners LLC 220.01%0.03%0.05%Q2 2023Q3 20232
Pathway Financial Advisors LLC 220.32%0.32%0.33%Q4 2017Q1 20182
STRATEGIC CAPITAL ADVISERS, INC. 220.48%0.65%0.82%Q1 2020Q2 20202
Paragon Wealth Strategies, LLC 2214.95%25.29%35.62%Q2 2022Q3 20222
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2022Q3 20232
VisionPoint Advisory Group, LLC 110.12%0.17%0.22%Q3 2019Q1 20202
Prince Street Capital Management LLC 228.06%8.60%9.13%Q1 2022Q2 20222
EWG Elevate Inc. 220.87%3.95%7.03%Q3 2022Q4 20222
Pasadena Private Wealth, LLC 111.57%3.08%4.60%Q3 2020Q1 20212
FSA Wealth Management LLC 220.05%0.06%0.07%Q1 2020Q2 20202
DELTA ASSET MANAGEMENT LLC/TN 220.01%0.01%0.01%Q2 2023Q3 20232
PATHSTONE FAMILY OFFICE, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CITIZENS FINANCIAL GROUP INC/RI 220.32%0.34%0.35%Q1 2023Q2 20232
Kestra Advisory Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Laurel Wealth Advisors, Inc. 110.04%0.05%0.06%Q2 2022Q4 20222
Proficio Capital Partners LLC 110.05%0.06%0.06%Q2 2020Q4 20202
WESTWOOD HOLDINGS GROUP INC 110.14%0.21%0.27%Q4 2022Q3 20232
PIERSHALE FINANCIAL GROUP, INC. 220.01%0.02%0.02%Q2 2016Q3 20162
Menard Financial Group LLC 221.36%1.54%1.71%Q2 2022Q3 20222
UMB Bank, n.a. 110.00%0.00%0.00%Q4 2021Q1 20232
OmniStar Financial Group, Inc. 222.42%2.50%2.59%Q3 2022Q4 20222
Clearview Wealth Advisors LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q3 20192
Elite Wealth Management, Inc. 220.52%0.68%0.84%Q4 2022Q1 20232
OLD MISSION CAPITAL LLC 110.02%0.03%0.03%Q4 2017Q4 20182
LAKE STREET PRIVATE WEALTH, LLC 110.04%0.08%0.11%Q2 2020Q4 20222
CoreCap Advisors, LLC 110.01%0.02%0.03%Q4 2021Q4 20222
Copperwynd Financial, LLC 220.32%0.42%0.52%Q1 2022Q2 20222
IronBridge Private Wealth, LLC 225.56%5.92%6.28%Q3 2022Q4 20222
Blueprint Investment Partners LLC 110.04%0.05%0.07%Q3 2022Q2 20232
Independent Portfolio Consultants, Inc. 220.32%0.37%0.42%Q1 2017Q2 20172
NVWM, LLC 220.01%0.02%0.02%Q2 2020Q3 20202
HBW ADVISORY SERVICES LLC 220.38%0.51%0.65%Q3 2022Q4 20222
Clean Yield Group 220.02%0.09%0.16%Q2 2016Q3 20162
Glovista Investments LLC 220.31%0.40%0.48%Q1 2020Q2 20202
Kovitz Investment Group Partners, LLC 110.01%0.01%0.01%Q4 2019Q3 20202
Moloney Securities Asset Management, LLC 220.06%0.07%0.07%Q1 2021Q2 20212
Evolution Wealth Advisors, LLC 110.01%0.02%0.03%Q4 2018Q3 20192
Cavalier Investments, LLC 111.87%2.04%2.21%Q1 2022Q1 20232
LITTLE HOUSE CAPITAL LLC 110.01%0.24%0.46%Q1 2019Q1 20222
CHOREO, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
BLUESTEIN R H & CO LLC 220.07%0.07%0.08%Q4 2019Q1 20202
WealthPLAN Partners, LLC 220.00%0.00%0.01%Q2 2016Q3 20162
Jump Trading, LLC 110.14%0.55%0.95%Q3 2016Q2 20172
Pallas Capital Advisors LLC 220.06%0.06%0.06%Q3 2021Q4 20212
Somerset Trust Co 220.00%0.00%0.00%Q2 2016Q3 20162
Xcel Wealth Management, LLC 220.25%0.47%0.69%Q4 2022Q1 20232
Parallax Volatility Advisers, L.P. 220.00%0.00%0.00%Q3 2016Q4 20162
IBEX WEALTH ADVISORS 221.22%1.35%1.49%Q1 2019Q2 20192
RATIONAL ADVISORS LLC 110.16%0.53%0.90%Q3 2017Q4 20182
NEIRG Wealth Management, LLC 222.35%2.65%2.96%Q3 2022Q4 20222
ACG Wealth 220.07%0.07%0.07%Q3 2016Q4 20162
Accuvest Global Advisors 110.08%2.65%5.22%Q2 2020Q3 20212
Weaver Consulting Group 220.03%0.03%0.03%Q2 2020Q3 20202
SCOTIA CAPITAL INC. 110.01%0.06%0.12%Q4 2018Q4 20222
Astoria Portfolio Advisors LLC. 220.12%0.13%0.14%Q2 2022Q3 20222
NORTHWEST INVESTMENT COUNSELORS, LLC 220.04%0.05%0.05%Q2 2017Q3 20172
ATTICUS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Edge Advisors, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Greytown Advisors Inc. 110.22%0.79%1.36%Q4 2019Q4 20202
Kathmere Capital Management, LLC 220.00%0.01%0.01%Q3 2020Q4 20202
FDx Advisors, Inc. 220.02%0.02%0.02%Q2 2017Q3 20172
Beacon Harbor Wealth Advisors, Inc. 112.03%3.21%4.39%Q3 2020Q2 20222
1834 INVESTMENT ADVISORS CO 110.10%0.10%0.10%Q4 2016Q1 20182
AFT, FORSYTH & COMPANY, INC. 222.06%2.07%2.09%Q2 2019Q3 20192
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20192
WEDBUSH SECURITIES INC 220.04%0.06%0.07%Q2 2016Q3 20162
VALLEY NATIONAL ADVISERS INC 220.00%0.00%0.00%Q2 2022Q3 20222
PGIM Custom Harvest LLC 220.05%0.06%0.06%Q4 2022Q1 20232
AlphaStar Capital Management, LLC 110.14%7.07%13.99%Q2 2017Q1 20182
USCA RIA LLC 220.20%0.20%0.20%Q2 2016Q3 20162
COMERICA SECURITIES INC 220.18%0.20%0.21%Q2 2016Q3 20162
EDMOND DE ROTHSCHILD (SUISSE) S.A. 220.00%0.01%0.01%Q2 2016Q3 20162
Gladstone Institutional Advisory LLC 110.04%0.21%0.39%Q4 2018Q3 20222
Commonwealth Equity Services, Inc 220.01%0.01%0.01%Q2 2016Q3 20162
Vontobel Swiss Wealth Advisors AG 111.18%1.18%1.18%Q2 2019Q2 20191
Glassman Wealth Services 110.02%0.02%0.02%Q2 2016Q2 20161
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.03%0.03%0.03%Q1 2022Q1 20221
M Holdings Securities, Inc. 110.31%0.31%0.31%Q1 2020Q1 20201
Vantis Investment Advisers L.P. 110.91%0.91%0.91%Q4 2019Q4 20191
Hunter Perkins Capital Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
CANTOR FITZGERALD, L. P. 110.03%0.03%0.03%Q3 2023Q3 20231
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 110.14%0.14%0.14%Q1 2023Q1 20231
UDINE WEALTH MANAGEMENT, INC. 1114.44%14.44%14.44%Q4 2021Q4 20211
Legacy Capital Wealth Partners, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Castle Rock Wealth Management, LLC 114.13%4.13%4.13%Q3 2022Q3 20221
Strategic Blueprint, LLC 110.21%0.21%0.21%Q3 2022Q3 20221
L & S Advisors Inc 1111.80%11.80%11.80%Q3 2022Q3 20221
Cable Hill Partners, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
HORIZON KINETICS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Truepoint, Inc. 110.03%0.03%0.03%Q4 2017Q4 20171
ONE PLUS ONE WEALTH MANAGEMENT, LLC 118.28%8.28%8.28%Q3 2023Q3 20231
Bristlecone Advisors, LLC 110.04%0.04%0.04%Q3 2017Q3 20171
Coe Capital Management, LLC 110.79%0.79%0.79%Q4 2020Q4 20201
IMA Wealth, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
SURIENCE PRIVATE WEALTH LLC 1122.10%22.10%22.10%Q3 2022Q3 20221
Strategic Wealth Investment Group, LLC 1114.26%14.26%14.26%Q1 2020Q1 20201
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
SANDLER CAPITAL MANAGEMENT 110.08%0.08%0.08%Q2 2016Q2 20161
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Bruderman Asset Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
ADE, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WHITTIER TRUST CO 110.00%0.00%0.00%Q3 2022Q3 20221
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q3 2017Q3 20171
SILVER OAK SECURITIES, INCORPORATED 110.04%0.04%0.04%Q1 2022Q1 20221
ClearBridge Investments 110.00%0.00%0.00%Q4 2019Q4 20191
Global Assets Advisory, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Clarus Wealth Advisors 110.58%0.58%0.58%Q3 2022Q3 20221
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
DRW SECURITIES, L.L.C. 110.02%0.02%0.02%Q3 2022Q3 20221
Winfield Associates, Inc. 110.11%0.11%0.11%Q3 2019Q3 20191
SkyView Investment Advisors, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
American Financial Network Advisory Services LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Buckingham Capital Management, Inc. 114.94%4.94%4.94%Q3 2020Q3 20201
IPG Investment Advisors LLC 110.19%0.19%0.19%Q3 2016Q3 20161
Texas Yale Capital Corp. 110.09%0.09%0.09%Q2 2020Q2 20201
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Wealthstar Advisors, LLC 110.30%0.30%0.30%Q4 2018Q4 20181
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BECK CAPITAL MANAGEMENT, LLC 112.44%2.44%2.44%Q2 2022Q2 20221
Rain Capital Management, LLC 110.64%0.64%0.64%Q4 2022Q4 20221
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
EPG Wealth Management LLC 110.04%0.04%0.04%Q1 2020Q1 20201
PagnatoKarp Partners LLC 110.12%0.12%0.12%Q4 2018Q4 20181
GAM Holding AG 110.07%0.07%0.07%Q1 2022Q1 20221
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Regal Investment Advisors LLC 110.03%0.03%0.03%Q1 2022Q1 20221
MORGENS WATERFALL VINTIADIS & CO INC 111.39%1.39%1.39%Q4 2022Q4 20221
Sloane Robinson LLP 110.28%0.28%0.28%Q2 2016Q2 20161
TCI Wealth Advisors, Inc. 110.04%0.04%0.04%Q1 2020Q1 20201
Fortis Group Advisors, LLC 110.11%0.11%0.11%Q3 2020Q3 20201
Capstone Financial Group, Inc. 110.09%0.09%0.09%Q4 2019Q4 20191
HOWARD WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
AlphaCore Capital LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Alterity Financial Group, LLC 110.41%0.41%0.41%Q2 2022Q2 20221
Householder Group Estate & Retirement Specialist, LLC 110.27%0.27%0.27%Q3 2022Q3 20221
Clarius Group, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Harel Insurance Investments & Financial Services Ltd. 110.01%0.01%0.01%Q1 2018Q1 20181
Jaffetilchin Investment Partners, LLC 110.10%0.10%0.10%Q3 2016Q3 20161
Headlands Technologies LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Resurgent Financial Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
TTP Investments, Inc. 1115.25%15.25%15.25%Q2 2022Q2 20221
Empowered Funds, LLC 110.87%0.87%0.87%Q2 2022Q2 20221
NovaPoint Capital, LLC 111.33%1.33%1.33%Q3 2020Q3 20201
HARTLINE INVESTMENT CORP/ 110.15%0.15%0.15%Q3 2022Q3 20221
Greenwich Wealth Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Veritable, L.P. 110.04%0.04%0.04%Q2 2022Q2 20221
Chicago Capital, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Robotti & Company 110.04%0.04%0.04%Q4 2022Q4 20221
Arlington Capital Management, Inc. 118.98%8.98%8.98%Q2 2020Q2 20201
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TUDOR INVESTMENT CORP ET AL 110.01%0.01%0.01%Q1 2023Q1 20231
State of Wyoming 110.00%0.00%0.00%Q2 2022Q2 20221
CIBC BANK USA 110.03%0.03%0.03%Q2 2017Q2 20171
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
AMJ Financial Wealth Management 111.48%1.48%1.48%Q1 2020Q1 20201
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2020Q3 20201
TCG Advisors, LP 111.23%1.23%1.23%Q1 2020Q1 20201
ARGI Investment Services, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
THREADGILL FINANCIAL, LLC 1139.42%39.42%39.42%Q1 2022Q1 20221
Good Life Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
ASPIRIANT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
Round Table Services, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
AMERICAFIRST CAPITAL MANAGEMENT, LLC 113.57%3.57%3.57%Q2 2017Q2 20171
Grand Central Investment Group 1112.66%12.66%12.66%Q3 2022Q3 20221
HOWARD FINANCIAL SERVICES, LTD. 110.08%0.08%0.08%Q3 2021Q3 20211
Venturi Wealth Management, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
COLDSTREAM CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q1 2020Q1 20201
Brendel Financial Advisors LLC 111.45%1.45%1.45%Q4 2022Q4 20221
LEE JOHNSON CAPITAL MANAGEMENT, LLC 1110.66%10.66%10.66%Q1 2022Q1 20221
Sterling Global Strategies LLC 111.71%1.71%1.71%Q1 2019Q1 20191
D. SCOTT NEAL, INC. 110.03%0.03%0.03%Q2 2017Q2 20171
Northstar Advisory Group, LLC 113.03%3.03%3.03%Q3 2021Q3 20211
JOHNSON INVESTMENT COUNSEL INC 110.00%0.00%0.00%Q3 2023Q3 20231
Carlton Hofferkamp & Jenks Wealth Management, LLC 110.13%0.13%0.13%Q1 2023Q1 20231
ROANOKE ASSET MANAGEMENT CORP/ NY 110.15%0.15%0.15%Q1 2020Q1 20201
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
HOLLENCREST CAPITAL MANAGEMENT 110.90%0.90%0.90%Q3 2022Q3 20221
Roble, Belko & Company, Inc 110.00%0.00%0.00%Q4 2016Q4 20161
AVIANCE CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2016Q2 20161
Quadrature Capital Ltd 110.01%0.01%0.01%Q3 2023Q3 20231
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q3 2017Q3 20171
SHEPHERD KAPLAN KROCHUK, LLC 113.79%3.79%3.79%Q2 2020Q2 20201
NIEMANN CAPITAL MANAGEMENT INC 110.53%0.53%0.53%Q1 2020Q1 20201
Centennial Wealth Advisory LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Knowledge Leaders Capital, LLC 110.89%0.89%0.89%Q1 2022Q1 20221
Financial Services Advisory Inc 111.52%1.52%1.52%Q3 2022Q3 20221
Hibernia Wealth Partners, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Laird Norton Wetherby Wealth Management, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
SAYBROOK CAPITAL /NC 110.05%0.05%0.05%Q3 2023Q3 20231
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.05%0.05%0.05%Q1 2020Q1 20201
Jump Financial, LLC 110.29%0.29%0.29%Q4 2022Q4 20221
FREEDOM WEALTH ALLIANCE, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Spire Wealth Management 110.02%0.02%0.02%Q3 2022Q3 20221
Integrated Wealth Management 110.00%0.00%0.00%Q3 2016Q3 20161
Beta Wealth Group, Inc. 110.09%0.09%0.09%Q2 2023Q2 20231
G&S Capital LLC 110.33%0.33%0.33%Q1 2019Q1 20191
MEEDER ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2020Q2 20201
Main Street Research LLC 117.28%7.28%7.28%Q3 2022Q3 20221
IHT Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Apollon Wealth Management, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
TCWP LLC 110.10%0.10%0.10%Q4 2022Q4 20221
JEPPSON WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Lee Financial Group Hawaii, Inc. 115.61%5.61%5.61%Q2 2022Q2 20221
USAdvisors Wealth Management, LLC 110.54%0.54%0.54%Q1 2020Q1 20201
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MACRO Consulting Group 110.57%0.57%0.57%Q3 2020Q3 20201
Bank Julius Baer & Co. Ltd, Zurich 110.02%0.02%0.02%Q1 2020Q1 20201
MEANS INVESTMENT CO., INC. 110.00%0.00%0.00%Q3 2022Q3 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Atomi Financial Group, Inc. 110.12%0.12%0.12%Q1 2023Q1 20231
Colonial Trust Co / SC 110.00%0.00%0.00%Q2 2023Q2 20231
OLD NATIONAL BANCORP /IN/ 110.15%0.15%0.15%Q4 2017Q4 20171
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Tidal Investments LLC 110.14%0.14%0.14%Q3 2023Q3 20231
GW HENSSLER & ASSOCIATES LTD 110.08%0.08%0.08%Q2 2020Q2 20201
A. D. Beadell Investment Counsel, Inc. 110.13%0.13%0.13%Q1 2022Q1 20221
Truvestments Capital LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Asset Dedication, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
RGT Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
VSR Financial Services, Inc. 110.04%0.04%0.04%Q2 2016Q2 20161
Brown Shipley& Co Ltd 110.03%0.03%0.03%Q1 2023Q1 20231
Quintet Private Bank (Europe) S.A. 110.01%0.01%0.01%Q1 2023Q1 20231
SOCIETE GENERALE 110.11%0.11%0.11%Q2 2016Q2 20161
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Johnson Midwest Financial, LLC 110.93%0.93%0.93%Q3 2022Q3 20221
Allen Capital Group, LLC 110.10%0.10%0.10%Q3 2022Q3 20221
SUNFLOWER BANK, NA WEALTH MANAGEMENT 111.43%1.43%1.43%Q1 2020Q1 20201
Lido Advisors, LLC 110.23%0.23%0.23%Q3 2016Q3 20161
TOMPKINS FINANCIAL CORP 110.01%0.01%0.01%Q4 2019Q4 20191
Delta Investment Management, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
IRON Financial LLC 110.18%0.18%0.18%Q1 2021Q1 20211
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Wealthspire Advisors, L.P. 110.01%0.01%0.01%Q2 2016Q2 20161
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q4 2016Q4 20161
AVALON CAPITAL MANAGEMENT 110.16%0.16%0.16%Q3 2022Q3 20221
MILESTONE ASSET MANAGEMENT, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Ironwood Financial, llc 110.01%0.01%0.01%Q1 2020Q1 20201
New England Private Wealth Advisors LLC 110.07%0.07%0.07%Q3 2019Q3 20191
J.W. COLE ADVISORS, INC. 110.05%0.05%0.05%Q4 2021Q4 20211
Prospera Financial Services Inc 110.06%0.06%0.06%Q3 2016Q3 20161
Jackson Wealth Management, LLC 111.22%1.22%1.22%Q4 2018Q4 20181
Avestar Capital, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Town & Country Bank & Trust CO dba First Bankers Trust CO 110.22%0.22%0.22%Q2 2023Q2 20231
Fortis Advisors, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Family Management Corp 110.47%0.47%0.47%Q1 2020Q1 20201
TORONTO DOMINION BANK 110.00%0.00%0.00%Q1 2020Q1 20201
Sage Advisory Services, Ltd.Co. 110.75%0.75%0.75%Q2 2021Q2 20211
Moab Capital Partners 110.01%0.01%0.01%Q3 2017Q3 20171
REGIONS FINANCIAL CORP 110.01%0.01%0.01%Q2 2020Q2 20201
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Blackhawk Capital Partners LLC. 110.39%0.39%0.39%Q3 2021Q3 20211
National Wealth Management Group, LLC 110.52%0.52%0.52%Q2 2022Q2 20221
CULLEN/FROST BANKERS, INC. 110.01%0.01%0.01%Q3 2017Q3 20171
Ethos Financial Group, LLC 111.56%1.56%1.56%Q4 2022Q4 20221
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 113.57%3.57%3.57%Q2 2017Q2 20171
Winch Advisory Services, LLC 110.47%0.47%0.47%Q3 2016Q3 20161
McAdam, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
BOSTON ADVISORS LLC 110.01%0.01%0.01%Q2 2017Q2 20171
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
LGL PARTNERS, LLC 110.39%0.39%0.39%Q2 2019Q2 20191
Investors Capital Advisory Services 110.04%0.04%0.04%Q2 2016Q2 20161
MARVIN & PALMER ASSOCIATES INC 111.58%1.58%1.58%Q3 2021Q3 20211
External links

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