Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 38 |
BANK OF AMERICA CORP /DE/ | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
CITIGROUP INC | 29 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 33 |
UBS Group AG | 31 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 32 |
LPL Financial LLC | 32 | 32 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 31 |
ROYAL BANK OF CANADA | 30 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
MORGAN STANLEY | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
TOTH FINANCIAL ADVISORY CORP | 30 | 30 | 0.39% | 1.27% | 1.75% | Q2 2016 | Q3 2023 | 30 |
STIFEL FINANCIAL CORP | 25 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
WELLS FARGO & COMPANY/MN | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
RAYMOND JAMES & ASSOCIATES | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Baird Financial Group, Inc. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
WEDBUSH SECURITIES INC | 28 | 28 | 0.05% | 0.17% | 0.38% | Q4 2016 | Q3 2023 | 28 |
Cetera Investment Advisers | 28 | 28 | 0.04% | 0.10% | 0.15% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 16 | 11 | 0.00% | 0.08% | 0.23% | Q4 2016 | Q3 2023 | 27 |
Sigma Planning Corp | 27 | 27 | 0.01% | 0.04% | 0.20% | Q1 2017 | Q3 2023 | 27 |
HighTower Advisors, LLC | 16 | 3 | 0.00% | 0.03% | 0.10% | Q1 2016 | Q3 2023 | 27 |
Jacobi Capital Management LLC | 26 | 26 | 0.13% | 0.21% | 0.31% | Q2 2017 | Q3 2023 | 26 |
Janney Montgomery Scott LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Ahrens Investment Partners LLC | 15 | 10 | 0.13% | 0.52% | 1.26% | Q4 2016 | Q1 2023 | 25 |
IFP Advisors, Inc | 13 | 4 | 0.00% | 0.04% | 0.19% | Q1 2016 | Q4 2022 | 25 |
CWM, LLC | 16 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
Acorn Wealth Advisors, LLC | 24 | 24 | 0.24% | 0.79% | 1.76% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Capital Advisors, Ltd. LLC | 24 | 24 | 0.01% | 0.06% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.02% | 0.15% | Q3 2015 | Q3 2023 | 22 |
Private Advisor Group, LLC | 11 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 22 |
First Horizon Advisors, Inc. | 22 | 22 | 0.00% | 0.03% | 0.15% | Q3 2016 | Q4 2021 | 22 |
HOWE & RUSLING INC | 22 | 22 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER & CO INC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 11 | 4 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Winslow, Evans & Crocker, Inc. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2020 | 21 |
Arlington Partners LLC | 21 | 21 | 0.05% | 1.55% | 2.91% | Q3 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Harvest Investment Services, LLC | 20 | 20 | 0.29% | 0.49% | 1.02% | Q4 2018 | Q3 2023 | 20 |
SMITH, MOORE & CO. | 20 | 20 | 0.13% | 0.28% | 0.36% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.01% | 0.55% | 1.85% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisors, LLC | 19 | 19 | 1.30% | 2.12% | 3.08% | Q2 2019 | Q4 2023 | 19 |
AMERIPRISE FINANCIAL INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
J.P. Morgan Private Wealth Advisors LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
FLAGSHIP HARBOR ADVISORS, LLC | 19 | 19 | 0.00% | 0.06% | 0.09% | Q2 2018 | Q4 2022 | 19 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 19 |
BLAIR WILLIAM & CO/IL | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Jackson, Grant Investment Advisers, Inc. | 18 | 18 | 0.07% | 0.12% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Kingsview Wealth Management, LLC | 12 | 6 | 0.01% | 0.06% | 0.18% | Q1 2019 | Q3 2023 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 18 |
IFG Advisory, LLC | 18 | 18 | 0.04% | 0.25% | 0.37% | Q2 2019 | Q3 2023 | 18 |
Advisory Services Network, LLC | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
NewEdge Advisors, LLC | 11 | 3 | 0.00% | 0.02% | 0.12% | Q2 2017 | Q3 2023 | 17 |
Prospera Financial Services Inc | 11 | 1 | 0.01% | 0.05% | 0.27% | Q4 2018 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Anchor Investment Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Total Clarity Wealth Management, Inc. | 16 | 16 | 0.14% | 0.50% | 3.21% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
FAS Wealth Partners, Inc. | 14 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 16 |
Cardan Capital Partners, LLC | 15 | 1 | 0.15% | 0.78% | 1.92% | Q4 2015 | Q4 2019 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
First Allied Advisory Services, Inc. | 15 | 15 | 0.01% | 0.09% | 0.13% | Q1 2017 | Q3 2020 | 15 |
AllSquare Wealth Management LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 15 |
WT Wealth Management | 13 | 2 | 0.20% | 0.44% | 1.06% | Q3 2019 | Q3 2023 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Essex Financial Services, Inc. | 15 | 15 | 0.10% | 0.16% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.17% | Q2 2016 | Q4 2019 | 15 |
Gradient Investments LLC | 14 | 14 | 0.00% | 1.11% | 3.02% | Q2 2020 | Q3 2023 | 14 |
New England Private Wealth Advisors LLC | 14 | 14 | 0.19% | 0.26% | 0.33% | Q2 2020 | Q3 2023 | 14 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.15% | 0.86% | Q4 2016 | Q3 2023 | 14 |
Parcion Private Wealth LLC | 14 | 14 | 0.15% | 0.18% | 0.24% | Q2 2020 | Q3 2023 | 14 |
BlackRock Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 14 |
Pinnacle Bancorp, Inc. | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Koshinski Asset Management, Inc. | 14 | 14 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 13 |
Western Wealth Management, LLC | 8 | 5 | 0.02% | 0.06% | 0.19% | Q4 2018 | Q3 2023 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 13 |
JPMORGAN CHASE & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 13 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 13 | 13 | 0.28% | 0.51% | 0.85% | Q1 2020 | Q1 2023 | 13 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.01% | 0.13% | 0.33% | Q3 2017 | Q1 2021 | 12 |
HEADINVEST, LLC | 12 | 12 | 0.02% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Stratos Wealth Partners, LTD. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q4 2019 | 12 |
HOEY INVESTMENTS, INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 12 | 12 | 0.02% | 0.08% | 0.68% | Q4 2020 | Q3 2023 | 12 |
B. Riley Wealth Advisors, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ForthRight Wealth Management, LLC | 12 | 12 | 1.13% | 2.46% | 4.05% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.35% | 0.93% | 1.48% | Q4 2020 | Q3 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 11 |
Addison Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 11 |
Atlas Brown,Inc. | 11 | 11 | 0.11% | 0.13% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Realta Investment Advisors | 7 | 4 | 0.00% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 11 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
tru Independence LLC | 9 | 1 | 0.04% | 0.12% | 0.19% | Q4 2019 | Q3 2023 | 11 |
WBI INVESTMENTS, LLC | 8 | 2 | 0.03% | 0.29% | 0.54% | Q4 2020 | Q3 2023 | 10 |
GOODWIN DANIEL L | 10 | 10 | 0.16% | 0.18% | 0.20% | Q3 2020 | Q4 2022 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.07% | 0.22% | 0.36% | Q4 2020 | Q3 2023 | 10 |
Perennial Investment Advisors, LLC | 10 | 10 | 0.11% | 0.35% | 0.57% | Q4 2019 | Q1 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Mutual Advisors, LLC | 7 | 3 | 0.01% | 0.18% | 0.42% | Q4 2017 | Q4 2021 | 10 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.00% | 1.52% | 1.99% | Q1 2021 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
CNB Bank | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 9 |
RAYMOND JAMES TRUST N.A. | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 9 |
Benedetti & Gucer, Inc. | 9 | 9 | 0.16% | 0.19% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Linscomb & Williams, Inc. | 9 | 9 | 0.02% | 0.07% | 0.09% | Q3 2019 | Q3 2021 | 9 |
Lion Street Advisors, LLC | 9 | 9 | 0.14% | 0.16% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Virtu KCG Holdings LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 8 |
Cetera Advisors LLC | 5 | 3 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q1 2020 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Wealth Management, LLC | 6 | 2 | 0.04% | 0.12% | 0.22% | Q3 2016 | Q3 2018 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.15% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
LexAurum Advisors, LLC | 4 | 4 | 0.19% | 0.83% | 1.17% | Q4 2017 | Q4 2019 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 0.70% | 0.75% | 0.81% | Q4 2021 | Q3 2023 | 8 |
Crewe Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
Landmark Wealth Management, LLC | 8 | 8 | 1.28% | 1.59% | 2.37% | Q4 2021 | Q3 2023 | 8 |
B. Riley Wealth Management, Inc. | 7 | 1 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q3 2020 | 8 |
Integrated Advisors Network LLC | 6 | 2 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q4 2021 | 8 |
Lee Financial Co | 6 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Royal Capital Wealth Management, LLC | 8 | 8 | 0.92% | 1.21% | 1.34% | Q4 2021 | Q3 2023 | 8 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q1 2020 | 8 |
Archer Investment Corp | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2020 | 8 |
BESSEMER GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
55I, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2022 | 8 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
EMFO, LLC | 7 | 7 | 0.18% | 0.20% | 0.21% | Q2 2021 | Q4 2022 | 7 |
Capital Analysts, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.17% | 0.20% | 0.24% | Q1 2022 | Q3 2023 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 7 |
Meridian Wealth Management, LLC | 3 | 2 | 0.02% | 0.22% | 0.66% | Q4 2018 | Q1 2022 | 7 |
Laurel Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
FIFTH THIRD BANCORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.03% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
RAYMOND JAMES TRUST CO. OF NH | 6 | 6 | 1.59% | 2.06% | 2.56% | Q1 2022 | Q2 2023 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.00% | 0.13% | 0.39% | Q4 2020 | Q1 2022 | 6 |
PNC FINANCIAL SERVICES GROUP, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 6 |
Key Client Fiduciary Advisors, LLC | 6 | 6 | 0.16% | 0.20% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2019 | 6 |
Belpointe Asset Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
AdvisorNet Financial, Inc | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2020 | 6 |
Aptus Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
NATIONAL PLANNING CORP | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2017 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 5 | 0.04% | 0.18% | 0.25% | Q4 2018 | Q4 2019 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2021 | 5 |
KFA Private Wealth Group, LLC | 3 | 2 | 0.16% | 0.23% | 0.36% | Q4 2019 | Q1 2021 | 5 |
AJ WEALTH STRATEGIES, LLC | 5 | 5 | 0.22% | 2.42% | 3.10% | Q1 2018 | Q1 2019 | 5 |
OLD NATIONAL BANCORP /IN/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Summit Financial Wealth Advisors, LLC | 5 | 5 | 0.09% | 1.16% | 1.79% | Q4 2016 | Q4 2017 | 5 |
Private Capital Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
First Heartland Consultants, Inc. | 5 | 5 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q4 2020 | 5 |
Creative Planning | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 5 |
Oxbow Advisors, LLC | 5 | 5 | 0.41% | 0.48% | 0.53% | Q1 2017 | Q1 2018 | 5 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
TIEDEMANN ADVISORS, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q2 2021 | 5 |
COMPTON CAPITAL MANAGEMENT INC /RI | 5 | 5 | 0.10% | 0.25% | 0.39% | Q1 2017 | Q1 2018 | 5 |
REGIONS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Rehmann Capital Advisory Group | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Legacy Trust | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Dana Investment Advisors, Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Visionary Wealth Advisors | 3 | 1 | 0.02% | 0.08% | 0.17% | Q4 2019 | Q3 2023 | 4 |
SII INVESTMENTS INC/WI | 4 | 4 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q3 2017 | 4 |
L & S Advisors Inc | 4 | 4 | 0.17% | 0.20% | 0.24% | Q2 2020 | Q1 2021 | 4 |
Trilogy Capital Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Bay Harbor Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Concert Wealth Management Inc. | 4 | 4 | 0.06% | 0.31% | 0.66% | Q3 2016 | Q2 2017 | 4 |
MSI Financial Services Inc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 1 | 0.08% | 0.10% | 0.11% | Q1 2019 | Q1 2020 | 4 |
United Asset Strategies, Inc. | 4 | 4 | 0.07% | 0.12% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Bouchey Financial Group Ltd | 4 | 4 | 3.87% | 3.96% | 4.11% | Q1 2017 | Q4 2017 | 4 |
THEORY FINANCIAL LLC | 3 | 1 | 2.26% | 2.33% | 2.44% | Q4 2021 | Q4 2022 | 4 |
Sandy Spring Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LAKE STREET PRIVATE WEALTH, LLC | 4 | 4 | 0.09% | 0.13% | 0.21% | Q1 2019 | Q4 2019 | 4 |
Ancora Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
Freedom Investment Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
SCOTIA CAPITAL INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 3 |
Strategic Wealth Investment Group, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q3 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
New Potomac Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Intrepid Financial Planning Group LLC | 3 | 3 | 0.68% | 0.88% | 1.01% | Q4 2022 | Q2 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
PRIVATE TRUST CO NA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2018 | 3 |
PFG Investments, LLC | 3 | 3 | 0.18% | 0.23% | 0.32% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Concentrum Wealth Management | 3 | 3 | 0.25% | 0.34% | 0.40% | Q2 2019 | Q4 2019 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Kovack Advisors, Inc. | 3 | 3 | 0.14% | 0.17% | 0.20% | Q1 2016 | Q3 2016 | 3 |
BROWN ADVISORY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q1 2021 | 2 |
SG Americas Securities, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q2 2016 | 2 |
Wealth Management Solutions, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q4 2021 | Q1 2022 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Wela Strategies, Inc. | 2 | 2 | 0.52% | 0.54% | 0.56% | Q1 2020 | Q2 2020 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 2 |
Wealthstreet Investment Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fiera Capital Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q2 2016 | Q3 2016 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.31% | 0.37% | 0.43% | Q3 2022 | Q4 2022 | 2 |
Ameritas Investment Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Waldron Private Wealth LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q2 2018 | Q3 2018 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q4 2021 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.08% | 0.13% | Q2 2018 | Q1 2019 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Strid Group, LLC | 2 | 2 | 0.07% | 0.13% | 0.20% | Q2 2022 | Q3 2022 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.04% | 0.06% | 0.08% | Q2 2017 | Q4 2020 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2023 | Q3 2023 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2016 | Q4 2016 | 1 |
Hennion & Walsh Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Mariner, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 8.29% | 8.29% | 8.29% | Q4 2016 | Q4 2016 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2018 | Q1 2018 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
WFG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Financial Services Advisory Inc | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2017 | Q4 2017 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2017 | Q1 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Private Wealth Strategies, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MWA Asset Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own PROSHARES TR or have owned PROSHARES TR in the past.