Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
LPL Financial LLC | 33 | 33 | 0.00% | 0.03% | 0.04% | Q3 2015 | Q3 2023 | 33 |
UBS Group AG | 31 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 32 |
ROYAL BANK OF CANADA | 30 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.02% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Geneos Wealth Management Inc. | 30 | 30 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.02% | 0.19% | Q1 2016 | Q3 2023 | 30 |
TOTH FINANCIAL ADVISORY CORP | 30 | 30 | 0.56% | 1.55% | 2.25% | Q2 2016 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
Atlas Brown,Inc. | 29 | 29 | 0.10% | 0.46% | 0.67% | Q3 2016 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Cetera Advisor Networks LLC | 29 | 29 | 0.01% | 0.03% | 0.10% | Q3 2016 | Q3 2023 | 29 |
Cambridge Investment Research Advisors, Inc. | 29 | 29 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 29 |
Baird Financial Group, Inc. | 29 | 29 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
Raymond James Financial Services Advisors, Inc. | 14 | 7 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 29 |
WELLS FARGO & COMPANY/MN | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.07% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Private Advisor Group, LLC | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
WEDBUSH SECURITIES INC | 28 | 28 | 0.05% | 0.16% | 0.34% | Q4 2016 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Cetera Investment Advisers | 27 | 27 | 0.04% | 0.13% | 0.28% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER & CO INC | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
HighTower Advisors, LLC | 27 | 27 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 27 |
Capital Advisors, Ltd. LLC | 27 | 27 | 0.08% | 0.54% | 0.82% | Q1 2017 | Q3 2023 | 27 |
AMERIPRISE FINANCIAL INC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Jacobi Capital Management LLC | 26 | 26 | 0.12% | 0.40% | 0.49% | Q2 2017 | Q3 2023 | 26 |
Ahrens Investment Partners LLC | 26 | 26 | 0.14% | 0.36% | 0.60% | Q4 2016 | Q1 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 26 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 26 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Acorn Wealth Advisors, LLC | 24 | 24 | 0.59% | 1.12% | 2.54% | Q4 2017 | Q3 2023 | 24 |
CWM, LLC | 16 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
CITIGROUP INC | 20 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2021 | 24 |
First Horizon Advisors, Inc. | 22 | 1 | 0.00% | 0.03% | 0.15% | Q3 2016 | Q2 2022 | 23 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 23 |
Quad-Cities Investment Group, LLC | 22 | 22 | 0.03% | 0.44% | 1.09% | Q2 2018 | Q3 2023 | 22 |
HOWE & RUSLING INC | 22 | 22 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Biondo Investment Advisors, LLC | 22 | 22 | 0.12% | 0.18% | 0.29% | Q2 2018 | Q3 2023 | 22 |
Winslow, Evans & Crocker, Inc. | 21 | 21 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q4 2020 | 21 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Avior Wealth Management, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 1 | 0.00% | 0.06% | 0.15% | Q1 2017 | Q3 2023 | 21 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.01% | 0.56% | 1.81% | Q4 2018 | Q3 2023 | 20 |
SMITH, MOORE & CO. | 20 | 20 | 0.13% | 0.43% | 0.66% | Q4 2018 | Q3 2023 | 20 |
Harvest Investment Services, LLC | 20 | 20 | 0.24% | 0.54% | 1.46% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.05% | 0.08% | 0.14% | Q4 2017 | Q3 2022 | 20 |
FLAGSHIP HARBOR ADVISORS, LLC | 19 | 19 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Rehmann Capital Advisory Group | 12 | 2 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 19 |
Mutual Advisors, LLC | 10 | 9 | 0.01% | 0.16% | 0.61% | Q4 2017 | Q3 2023 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 19 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2022 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 18 | 18 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q4 2019 | 18 |
WESBANCO BANK INC | 11 | 7 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Moors & Cabot, Inc. | 18 | 18 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.01% | 0.08% | Q2 2016 | Q4 2021 | 18 |
Kingsview Wealth Management, LLC | 12 | 6 | 0.10% | 0.18% | 0.46% | Q1 2019 | Q3 2023 | 18 |
Jackson, Grant Investment Advisers, Inc. | 18 | 18 | 0.11% | 0.31% | 0.38% | Q2 2019 | Q3 2023 | 18 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.08% | 0.16% | 0.33% | Q3 2019 | Q3 2023 | 17 |
Stratos Wealth Partners, LTD. | 12 | 5 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q4 2021 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Koshinski Asset Management, Inc. | 16 | 16 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.04% | 0.33% | 0.73% | Q4 2019 | Q3 2023 | 16 |
Realta Investment Advisors | 11 | 1 | 0.01% | 0.06% | 0.11% | Q1 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Tempus Wealth Planning, LLC | 16 | 16 | 0.38% | 0.71% | 1.05% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
Hartford Financial Management Inc. | 16 | 16 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
HEADINVEST, LLC | 15 | 15 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 15 |
FAS Wealth Partners, Inc. | 14 | 1 | 0.02% | 0.24% | 0.46% | Q4 2019 | Q3 2023 | 15 |
Silver Lake Advisory, LLC | 15 | 15 | 0.45% | 0.58% | 0.72% | Q4 2019 | Q2 2023 | 15 |
BANK OF MONTREAL /CAN/ | 13 | 2 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.17% | Q2 2016 | Q4 2019 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 3 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 15 |
Essex Financial Services, Inc. | 15 | 15 | 0.10% | 0.20% | 0.45% | Q1 2020 | Q3 2023 | 15 |
First Allied Advisory Services, Inc. | 15 | 15 | 0.01% | 0.09% | 0.12% | Q1 2017 | Q3 2020 | 15 |
L & S Advisors Inc | 14 | 14 | 0.09% | 0.20% | 0.37% | Q2 2020 | Q3 2023 | 14 |
Dana Investment Advisors, Inc. | 14 | 14 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 8 | 1 | 0.04% | 0.08% | 0.16% | Q1 2019 | Q3 2023 | 14 |
American Money Management, LLC | 14 | 14 | 0.07% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 12 | 2 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 14 |
Advisory Services Network, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 14 |
Gradient Investments LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q1 2023 | 13 |
tru Independence LLC | 12 | 1 | 0.00% | 0.18% | 0.25% | Q4 2019 | Q3 2023 | 13 |
Rossmore Private Capital | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 13 |
Cornerstone Wealth Management, LLC | 13 | 13 | 0.12% | 0.20% | 0.37% | Q3 2016 | Q3 2019 | 13 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 13 | 13 | 0.38% | 2.19% | 3.06% | Q1 2020 | Q1 2023 | 13 |
WealthPLAN Partners, LLC | 8 | 1 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q4 2023 | 12 |
Financial Advocates Investment Management | 9 | 1 | 0.03% | 0.10% | 0.13% | Q4 2017 | Q2 2022 | 12 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 12 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.13% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 12 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 12 | 12 | 1.82% | 3.18% | 4.45% | Q1 2020 | Q4 2022 | 12 |
HOEY INVESTMENTS, INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.23% | 0.91% | 1.62% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.23% | 0.35% | 0.53% | Q4 2020 | Q3 2023 | 12 |
B. Riley Wealth Advisors, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Benedetti & Gucer, Inc. | 11 | 11 | 0.36% | 0.55% | 0.67% | Q1 2021 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q2 2023 | 11 |
Cordasco Financial Network | 11 | 11 | 0.08% | 0.09% | 0.09% | Q4 2019 | Q2 2022 | 11 |
Anchor Investment Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2023 | 11 |
Well Done, LLC | 11 | 11 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
VALLEY NATIONAL ADVISERS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisors LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 11 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.04% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 10 |
BESSEMER GROUP INC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 10 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.35% | 0.57% | 0.86% | Q2 2020 | Q4 2022 | 10 |
EMFO, LLC | 10 | 10 | 0.29% | 0.31% | 0.35% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
FIFTH THIRD BANCORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Martin Capital Partners, LLC | 10 | 10 | 0.10% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.11% | 0.54% | Q4 2016 | Q1 2023 | 10 |
NVWM, LLC | 10 | 10 | 0.13% | 0.33% | 1.15% | Q4 2017 | Q1 2020 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 10 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 10 |
BKS ADVISORS, LLC | 10 | 10 | 0.18% | 0.23% | 0.28% | Q4 2016 | Q1 2019 | 10 |
Aptus Capital Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Baystate Wealth Management LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2022 | 10 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q4 2019 | 9 |
BLAIR WILLIAM & CO/IL | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 9 |
Clarus Wealth Advisors | 9 | 9 | 0.13% | 0.16% | 0.20% | Q2 2021 | Q2 2023 | 9 |
Crewe Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
LEVEL FOUR ADVISORY SERVICES, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2021 | 9 |
Patten Group, Inc. | 8 | 1 | 0.00% | 0.07% | 0.09% | Q4 2018 | Q3 2023 | 9 |
Asset Dedication, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
First Heartland Consultants, Inc. | 9 | 9 | 0.04% | 0.34% | 0.88% | Q4 2020 | Q4 2022 | 9 |
Royal Capital Wealth Management, LLC | 8 | 8 | 1.23% | 1.35% | 1.45% | Q4 2021 | Q3 2023 | 8 |
Avant Capital LLC | 8 | 8 | 3.52% | 3.74% | 3.93% | Q4 2021 | Q3 2023 | 8 |
BROWN ADVISORY INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
Migdal Insurance & Financial Holdings Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
Creative Planning | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 8 |
Landmark Wealth Management, LLC | 8 | 8 | 1.66% | 2.08% | 3.20% | Q4 2021 | Q3 2023 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 1.15% | 1.29% | 1.40% | Q4 2021 | Q3 2023 | 8 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q1 2020 | 8 |
Chicago Partners Investment Group LLC | 5 | 3 | 0.02% | 0.02% | 0.04% | Q3 2016 | Q3 2018 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
AE Wealth Management LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q4 2019 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.23% | 0.26% | 0.28% | Q4 2021 | Q3 2023 | 8 |
LexAurum Advisors, LLC | 4 | 4 | 0.53% | 1.00% | 1.49% | Q4 2017 | Q4 2019 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.07% | 0.13% | 0.24% | Q1 2019 | Q3 2023 | 8 |
Cutter & CO Brokerage, Inc. | 8 | 8 | 0.07% | 0.10% | 0.12% | Q4 2017 | Q3 2019 | 8 |
Cardan Capital Partners, LLC | 6 | 2 | 0.65% | 0.83% | 1.02% | Q4 2015 | Q4 2018 | 8 |
Simplicity Solutions, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q4 2019 | 8 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 8 |
Fluent Financial, LLC | 8 | 8 | 0.28% | 2.56% | 5.05% | Q4 2017 | Q3 2019 | 8 |
BlackRock Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
LEO BROKERAGE, LLC | 4 | 2 | 0.05% | 0.52% | 1.08% | Q4 2020 | Q2 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.23% | 0.34% | 0.38% | Q4 2021 | Q3 2023 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CX Institutional | 7 | 7 | 0.00% | 0.23% | 0.81% | Q1 2020 | Q3 2021 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.22% | 0.25% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Venturi Wealth Management, LLC | 7 | 7 | 0.29% | 0.43% | 0.70% | Q2 2020 | Q4 2021 | 7 |
US BANCORP \DE\ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.22% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 7 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 7 | 7 | 0.34% | 1.64% | 2.64% | Q2 2020 | Q4 2021 | 7 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
RAYMOND JAMES TRUST N.A. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.03% | 0.07% | Q3 2016 | Q3 2023 | 7 |
Kellett Wealth Advisors, LLC | 7 | 7 | 0.22% | 2.51% | 4.43% | Q1 2022 | Q3 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.05% | 0.09% | 0.14% | Q1 2022 | Q4 2023 | 7 |
CAPTRUST FINANCIAL ADVISORS | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
GOLDMAN SACHS GROUP INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 7 |
AVAII WEALTH MANAGEMENT, LLC | 5 | 2 | 0.19% | 1.38% | 2.06% | Q4 2021 | Q3 2023 | 7 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q2 2022 | 7 |
Capital Investment Advisory Services, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 7 |
Wealthspire Advisors, L.P. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2018 | 7 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.02% | 0.15% | 0.46% | Q4 2018 | Q2 2022 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Sigma Planning Corp | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
SEI INVESTMENTS CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
SII INVESTMENTS INC/WI | 6 | 6 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q4 2017 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
HUNTINGTON NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Tower Wealth Partners, Inc. | 5 | 5 | 0.55% | 0.59% | 0.65% | Q3 2022 | Q3 2023 | 5 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2023 | 5 |
OLD NATIONAL BANCORP /IN/ | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 5 | 0.35% | 0.40% | 0.43% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
BAILARD, INC. | 5 | 5 | 0.04% | 0.06% | 0.06% | Q4 2020 | Q4 2021 | 5 |
FOREFRONT WEALTH MANAGEMENT INC. | 5 | 5 | 0.72% | 0.75% | 0.78% | Q3 2022 | Q3 2023 | 5 |
BB&T SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2019 | 5 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.69% | 3.75% | 4.55% | Q2 2022 | Q3 2023 | 5 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Ironwood Financial, llc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Dorsey & Whitney Trust CO LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
OPTIMUM INVESTMENT ADVISORS | 5 | 5 | 0.02% | 0.06% | 0.08% | Q1 2017 | Q1 2018 | 5 |
COZAD ASSET MANAGEMENT INC | 5 | 5 | 0.04% | 0.08% | 0.11% | Q3 2022 | Q3 2023 | 5 |
SIMON QUICK ADVISORS, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
WealthBridge Capital Management, LLC | 4 | 4 | 0.50% | 0.63% | 0.75% | Q4 2022 | Q3 2023 | 4 |
Cooper Financial Group | 4 | 4 | 0.05% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.41% | 0.74% | 1.04% | Q1 2017 | Q4 2017 | 4 |
Bay Harbor Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Kerntke Otto McGlone Wealth Management Group | 4 | 4 | 0.20% | 2.32% | 3.16% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
SG Americas Securities, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2017 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.04% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
ICA Group Wealth Management, LLC | 4 | 4 | 0.01% | 0.04% | 0.09% | Q4 2022 | Q3 2023 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 4 | 0.09% | 0.14% | 0.27% | Q3 2020 | Q2 2021 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 4 |
Ancora Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PSI Advisors, LLC | 4 | 4 | 0.01% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Concert Wealth Management Inc. | 4 | 4 | 0.06% | 0.18% | 0.43% | Q2 2016 | Q1 2017 | 4 |
S.A. Mason LLC | 4 | 4 | 0.03% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sandy Spring Bank | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ford Financial Group, LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q4 2021 | 4 |
Parcion Private Wealth LLC | 4 | 4 | 2.74% | 4.14% | 5.51% | Q4 2022 | Q3 2023 | 4 |
Essex Savings Bank | 4 | 4 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Atlas Wealth LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
MSI Financial Services Inc | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2016 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 0.24% | 0.69% | 1.46% | Q4 2022 | Q3 2023 | 4 |
Bouchey Financial Group Ltd | 4 | 4 | 3.28% | 3.47% | 3.66% | Q4 2022 | Q3 2023 | 4 |
Trilogy Capital Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Holloway Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Freedom Investment Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 4 | 0.02% | 0.10% | 0.18% | Q4 2016 | Q3 2017 | 4 |
Live Oak Investment Partners | 4 | 4 | 2.72% | 2.80% | 2.98% | Q4 2022 | Q3 2023 | 4 |
J. W. Coons Advisors, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.54% | 0.58% | 0.63% | Q1 2023 | Q3 2023 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.02% | 0.09% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Concentrum Wealth Management | 3 | 3 | 0.30% | 0.36% | 0.41% | Q2 2019 | Q4 2019 | 3 |
Financial Partners Group, Inc | 3 | 3 | 0.47% | 0.64% | 0.74% | Q4 2022 | Q2 2023 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.27% | 0.32% | 0.34% | Q3 2022 | Q1 2023 | 3 |
S. R. Schill & Associates | 3 | 3 | 1.46% | 1.78% | 2.38% | Q2 2020 | Q4 2020 | 3 |
Trinity Legacy Partners, LLC | 3 | 3 | 0.14% | 0.17% | 0.20% | Q4 2022 | Q2 2023 | 3 |
True Wealth Design, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
VERUS CAPITAL PARTNERS, LLC | 3 | 3 | 0.06% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
JNBA Financial Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Per Stirling Capital Management, LLC. | 3 | 3 | 0.14% | 0.16% | 0.17% | Q4 2022 | Q2 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 3 |
Intrepid Financial Planning Group LLC | 3 | 3 | 0.76% | 0.91% | 1.02% | Q4 2022 | Q2 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.12% | 0.76% | 1.08% | Q4 2019 | Q1 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 3 |
Prosperity Financial Group, Inc. | 3 | 3 | 3.07% | 3.82% | 4.51% | Q4 2022 | Q2 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.15% | 0.26% | 0.38% | Q1 2023 | Q3 2023 | 3 |
SkyOak Wealth, LLC | 2 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q1 2021 | 3 |
Prosperity Wealth Management, Inc. | 2 | 1 | 0.13% | 0.23% | 0.30% | Q4 2022 | Q3 2023 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.03% | 0.06% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Ausdal Financial Partners, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Bison Wealth, LLC | 2 | 1 | 0.01% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 3 |
Meridian Wealth Management, LLC | 2 | 1 | 0.01% | 0.80% | 1.35% | Q4 2016 | Q2 2019 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Davidson Capital Management Inc. | 3 | 3 | 0.02% | 0.67% | 1.07% | Q1 2023 | Q3 2023 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 2.21% | 2.45% | 2.83% | Q4 2022 | Q3 2023 | 3 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q3 2019 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Breakwater Capital Group | 2 | 2 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q2 2023 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q2 2016 | Q3 2016 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 1.06% | 1.65% | 2.23% | Q1 2022 | Q2 2022 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Lee Financial Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.06% | 0.09% | 0.13% | Q1 2021 | Q2 2021 | 2 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q1 2020 | 2 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.25% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Barber Financial Group, Inc. | 2 | 2 | 0.13% | 0.15% | 0.18% | Q4 2022 | Q1 2023 | 2 |
RiverTree Advisors, LLC | 2 | 2 | 2.85% | 3.07% | 3.28% | Q4 2022 | Q1 2023 | 2 |
Coston, McIsaac & Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.17% | 0.18% | 0.20% | Q2 2019 | Q2 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Spectrum Wealth Advisory Group, LLC | 2 | 2 | 0.79% | 2.03% | 3.26% | Q1 2019 | Q2 2019 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Strid Group, LLC | 2 | 2 | 0.07% | 0.13% | 0.20% | Q2 2022 | Q3 2022 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.30% | 0.46% | 0.62% | Q4 2016 | Q1 2017 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.03% | 0.12% | 0.21% | Q2 2018 | Q1 2019 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Ameritas Investment Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
WT Wealth Management | 2 | 2 | 1.76% | 1.86% | 1.95% | Q3 2019 | Q4 2019 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
NORTHSTAR WEALTH PARTNERS LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2017 | Q1 2017 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JMG Financial Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2022 | Q2 2022 | 1 |
Diversified, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
ACG Wealth | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Anson Capital, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
LAKE STREET PRIVATE WEALTH, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
KFA Private Wealth Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2021 | Q2 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2018 | Q1 2018 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own PROSHARES TR or have owned PROSHARES TR in the past.