Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 36 | 36 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
LPL Financial LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
WELLS FARGO & COMPANY/MN | 32 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 35 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q2 2023 | 33 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 31 |
Janney Montgomery Scott LLC | 27 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 31 |
AMERIPRISE FINANCIAL INC | 27 | 27 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q3 2023 | 27 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 27 |
STEPHENS INC /AR/ | 27 | 27 | 0.01% | 0.05% | 0.16% | Q1 2017 | Q3 2023 | 27 |
Cambridge Investment Research Advisors, Inc. | 14 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 26 |
Capital Advisors, Ltd. LLC | 26 | 26 | 0.03% | 0.45% | 0.93% | Q2 2017 | Q3 2023 | 26 |
OPTIMUM INVESTMENT ADVISORS | 24 | 2 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q4 2023 | 26 |
ASSETMARK, INC | 13 | 3 | 0.01% | 0.10% | 0.42% | Q2 2016 | Q1 2023 | 26 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.02% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 24 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 24 |
STIFEL FINANCIAL CORP | 20 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 12 | 10 | 0.00% | 0.03% | 0.15% | Q2 2017 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 17 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
NEXT Financial Group, Inc | 9 | 6 | 0.00% | 0.02% | 0.23% | Q3 2015 | Q4 2021 | 21 |
AdvisorNet Financial, Inc | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 19 |
Patriot Financial Group Insurance Agency, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 19 |
Baird Financial Group, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
American Portfolios Advisors | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2022 | 19 |
COLONY GROUP LLC | 17 | 1 | 0.01% | 0.06% | 0.62% | Q4 2015 | Q1 2021 | 18 |
Financial Advocates Investment Management | 18 | 18 | 0.04% | 0.08% | 0.12% | Q4 2017 | Q1 2022 | 18 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 18 | 18 | 0.20% | 0.49% | 1.14% | Q4 2018 | Q1 2023 | 18 |
GUGGENHEIM CAPITAL LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2018 | 17 |
BANK OF MONTREAL /CAN/ | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 15 |
FIFTH THIRD BANCORP | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2023 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2019 | 14 |
HighTower Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2017 | 13 |
Estate Counselors, LLC | 8 | 5 | 0.20% | 0.62% | 1.41% | Q2 2017 | Q3 2022 | 13 |
HOLDERNESS INVESTMENTS CO | 13 | 13 | 0.16% | 1.39% | 2.05% | Q4 2014 | Q4 2017 | 13 |
JPMORGAN CHASE & CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 12 |
CX Institutional | 12 | 12 | 0.07% | 0.80% | 1.18% | Q1 2020 | Q4 2022 | 12 |
Steward Partners Investment Advisory, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2021 | 12 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2022 | 12 |
Riggs Asset Managment Co. Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Wellington Shields Capital Management, LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q1 2018 | Q2 2020 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 10 |
Occidental Asset Management, LLC | 5 | 5 | 0.07% | 1.10% | 3.14% | Q2 2018 | Q1 2022 | 10 |
Capital Advantage, Inc. | 10 | 10 | 10.05% | 12.20% | 16.14% | Q2 2021 | Q3 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
PATTON ALBERTSON MILLER GROUP, LLC | 9 | 9 | 0.05% | 0.09% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Spire Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Independence Bank of Kentucky | 9 | 9 | 0.02% | 0.83% | 1.33% | Q3 2021 | Q3 2023 | 9 |
Cornerstone Wealth Management, LLC | 9 | 9 | 0.15% | 0.26% | 0.42% | Q3 2016 | Q3 2018 | 9 |
B. Riley Wealth Advisors, Inc. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
HMS Capital Management, LLC | 8 | 8 | 1.18% | 2.26% | 3.50% | Q1 2017 | Q4 2018 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.04% | 0.09% | 0.18% | Q1 2017 | Q4 2018 | 8 |
BLAIR WILLIAM & CO/IL | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
SFE Investment Counsel | 8 | 8 | 0.10% | 0.25% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
TrinityPoint Wealth, LLC | 8 | 8 | 0.18% | 0.25% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q4 2021 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
Fortress Wealth Management, Inc. | 8 | 8 | 0.18% | 1.51% | 3.73% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.89% | 1.64% | 2.20% | Q4 2021 | Q3 2023 | 8 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.04% | 0.94% | 2.09% | Q4 2017 | Q2 2019 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.04% | 0.08% | 0.15% | Q1 2022 | Q3 2023 | 7 |
PICTON MAHONEY ASSET MANAGEMENT | 7 | 7 | 0.05% | 0.10% | 0.18% | Q1 2018 | Q3 2019 | 7 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.03% | 0.08% | 0.13% | Q4 2021 | Q2 2023 | 7 |
Castle Rock Wealth Management, LLC | 4 | 3 | 0.40% | 0.69% | 1.06% | Q4 2017 | Q4 2019 | 7 |
CITIGROUP INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 7 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
FinTrust Capital Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
BELLEVUE ASSET MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
COMMONS CAPITAL, LLC | 6 | 1 | 0.27% | 0.34% | 0.38% | Q4 2021 | Q3 2023 | 7 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q2 2017 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
Red Wave Investments LLC | 7 | 7 | 0.13% | 0.15% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
JT Stratford LLC | 7 | 7 | 0.09% | 0.53% | 0.88% | Q1 2021 | Q3 2022 | 7 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.16% | 0.29% | 0.71% | Q3 2017 | Q4 2018 | 6 |
Procyon Advisors, LLC | 6 | 6 | 0.04% | 0.07% | 0.08% | Q4 2021 | Q1 2023 | 6 |
Richard Bernstein Advisors LLC | 6 | 6 | 1.16% | 4.76% | 5.90% | Q4 2020 | Q1 2022 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.04% | 0.15% | 0.28% | Q1 2017 | Q2 2018 | 6 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 1 | 0.07% | 0.42% | 0.83% | Q1 2018 | Q1 2021 | 6 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 4 | 2 | 0.22% | 0.52% | 1.20% | Q2 2017 | Q1 2022 | 6 |
Hefty Wealth Partners | 5 | 1 | 0.06% | 1.05% | 1.63% | Q4 2015 | Q4 2017 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Elmwood Wealth Management, Inc. | 3 | 1 | 0.07% | 0.49% | 0.89% | Q1 2018 | Q4 2021 | 6 |
PINNACLE FINANCIAL PARTNERS INC | 6 | 6 | 0.07% | 0.11% | 0.16% | Q2 2017 | Q3 2018 | 6 |
Western Wealth Management, LLC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q4 2019 | 5 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Vestmark Advisory Solutions, Inc. | 5 | 5 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q2 2022 | 5 |
M&T BANK CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Cetera Investment Advisers | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q4 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.04% | 0.19% | Q4 2021 | Q3 2023 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.04% | 0.20% | Q4 2014 | Q1 2023 | 5 |
Harborview Advisors, LLC | 5 | 5 | 0.24% | 0.28% | 0.33% | Q1 2018 | Q1 2019 | 5 |
Apeiron RIA LLC | 3 | 2 | 0.09% | 0.17% | 0.24% | Q4 2021 | Q1 2023 | 5 |
PATRON PARTNERS, LLC | 5 | 5 | 0.38% | 0.47% | 0.64% | Q4 2020 | Q4 2021 | 5 |
CREDIT SUISSE AG/ | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 5 |
J.W. COLE ADVISORS, INC. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Foresight Wealth Management, LLC | 5 | 5 | 1.29% | 2.03% | 3.10% | Q1 2019 | Q1 2020 | 5 |
Legacy Private Trust Co. | 4 | 4 | 0.08% | 0.28% | 0.44% | Q1 2015 | Q4 2015 | 4 |
Fieldpoint Private Securities, LLC | 4 | 4 | 0.04% | 0.34% | 0.82% | Q3 2021 | Q2 2022 | 4 |
Hyperion Partners, LLC | 4 | 4 | 0.19% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
First Allied Advisory Services, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
SimpliFi, Inc. | 4 | 4 | 0.79% | 10.04% | 14.61% | Q4 2017 | Q3 2018 | 4 |
Braun-Bostich & Associates Inc. | 4 | 4 | 0.03% | 0.05% | 0.11% | Q4 2017 | Q3 2018 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.00% | 0.04% | 0.07% | Q3 2021 | Q2 2022 | 4 |
New Vernon Capital Holdings II LLC | 4 | 4 | 1.06% | 1.28% | 1.47% | Q4 2016 | Q3 2017 | 4 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.08% | 0.25% | Q1 2018 | Q1 2021 | 4 |
Raymond James Financial Services Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Princeton Global Asset Management LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q1 2020 | 4 |
Lucia Wealth Services, LLC | 4 | 4 | 0.09% | 0.50% | 1.08% | Q4 2017 | Q3 2018 | 4 |
USCA RIA LLC | 4 | 4 | 0.03% | 0.06% | 0.07% | Q1 2019 | Q4 2019 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Capital Asset Advisory Services LLC | 2 | 1 | 0.15% | 1.59% | 2.37% | Q4 2018 | Q3 2019 | 3 |
Catalyst Capital Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.06% | 0.15% | Q2 2015 | Q2 2020 | 3 |
Stegent Equity Advisors, Inc. | 3 | 3 | 1.83% | 1.92% | 2.08% | Q4 2021 | Q2 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
SCOTIA CAPITAL INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2018 | 3 |
PNC FINANCIAL SERVICES GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Empirical Asset Management, LLC | 3 | 3 | 0.45% | 0.59% | 0.67% | Q2 2022 | Q4 2022 | 3 |
Redhawk Wealth Advisors, Inc. | 2 | 1 | 2.03% | 2.91% | 4.30% | Q3 2019 | Q1 2021 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BOK Financial Private Wealth, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q4 2016 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2021 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q4 2021 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.03% | 2.46% | 3.74% | Q4 2021 | Q2 2022 | 3 |
Selective Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 2 |
FAGAN ASSOCIATES, INC. | 2 | 2 | 0.39% | 0.41% | 0.44% | Q2 2018 | Q3 2018 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 1.33% | 1.97% | 2.62% | Q2 2023 | Q3 2023 | 2 |
Clearview Wealth Advisors LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2021 | Q3 2021 | 2 |
LAKE STREET PRIVATE WEALTH, LLC | 2 | 2 | 0.89% | 0.93% | 0.97% | Q3 2019 | Q4 2019 | 2 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.80% | 0.88% | 0.95% | Q1 2019 | Q2 2019 | 2 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2018 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q4 2017 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Systelligence, LLC | 1 | 1 | 0.35% | 0.90% | 1.45% | Q4 2019 | Q2 2020 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q2 2019 | 2 |
Stiles Financial Services Inc | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Savior LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Pinnacle Wealth Management Group, Inc. | 2 | 2 | 3.27% | 3.43% | 3.59% | Q1 2022 | Q2 2022 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 0.13% | 0.34% | 0.55% | Q4 2014 | Q1 2015 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q1 2019 | 2 |
SG Americas Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
HARBOUR INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Moors & Cabot, Inc. | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2021 | 2 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Bluefin Trading, LLC | 2 | 2 | 0.06% | 0.22% | 0.39% | Q1 2017 | Q2 2017 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.24% | 0.30% | 0.36% | Q4 2018 | Q1 2019 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2015 | Q3 2015 | 1 |
Concord Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2022 | Q1 2022 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
EUDAIMONIA ADVISORS LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q1 2022 | Q1 2022 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
TBH Global Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2015 | Q4 2015 | 1 |
Bristol County Savings Bank | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2017 | Q4 2017 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 5.52% | 5.52% | 5.52% | Q1 2018 | Q1 2018 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2018 | Q3 2018 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2021 | Q3 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Americana Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2017 | Q4 2017 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own PROSHARES TR or have owned PROSHARES TR in the past.