Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 84 |
Cutler Group LLC / CA | 18 | 1 | 0.00% | 0.00% | 0.06% | Q4 2015 | Q3 2023 | 66 |
Citadel Advisors | 27 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 64 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 38 |
LPL Financial LLC | 36 | 36 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 36 |
BROWN BROTHERS HARRIMAN & CO | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
WOLVERINE TRADING, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 35 |
WELLS FARGO & COMPANY/MN | 32 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 33 |
Tower Research Capital LLC (TRC) | 29 | 1 | 0.00% | 0.07% | 0.44% | Q1 2015 | Q3 2023 | 32 |
ROYAL BANK OF CANADA | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 31 |
BARCLAYS PLC | 14 | 12 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 26 |
JUNCTURE WEALTH STRATEGIES, LLC | 26 | 26 | 0.08% | 1.87% | 5.33% | Q2 2015 | Q3 2021 | 26 |
US BANCORP \DE\ | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 25 |
JFS WEALTH ADVISORS, LLC | 16 | 8 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2022 | 24 |
OPPENHEIMER & CO INC | 13 | 2 | 0.01% | 0.04% | 0.13% | Q4 2014 | Q3 2023 | 24 |
SIMPLEX TRADING, LLC | 12 | 3 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2022 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q4 2019 | 21 |
TWO SIGMA SECURITIES, LLC | 15 | 2 | 0.00% | 0.03% | 0.14% | Q3 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CIBC WORLD MARKET INC. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 20 |
Baird Financial Group, Inc. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2023 | 20 |
BLAIR WILLIAM & CO/IL | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 19 |
Financial Management Professionals, Inc. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 19 |
CWM, LLC | 14 | 5 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 19 |
JPMORGAN CHASE & CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Wakefield Asset Management LLLP | 6 | 5 | 0.01% | 1.63% | 3.57% | Q3 2018 | Q2 2023 | 17 |
IFP Advisors, Inc | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2022 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 15 | 1 | 0.00% | 0.14% | 0.81% | Q2 2018 | Q3 2022 | 16 |
Ballew Advisors, Inc | 5 | 1 | 0.14% | 1.13% | 2.61% | Q4 2017 | Q2 2023 | 16 |
CREDIT SUISSE AG/ | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 16 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.07% | 0.52% | Q4 2018 | Q3 2023 | 16 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.06% | 0.24% | Q4 2017 | Q3 2023 | 16 |
Geneos Wealth Management Inc. | 9 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2022 | 15 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 14 | 1 | 0.02% | 0.17% | 1.96% | Q4 2014 | Q2 2019 | 15 |
Oxbow Advisors, LLC | 15 | 15 | 0.03% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Ancora Advisors LLC | 11 | 1 | 0.00% | 0.00% | 0.03% | Q1 2019 | Q3 2023 | 15 |
BANK OF AMERICA CORP /DE/ | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 15 |
HighTower Advisors, LLC | 7 | 1 | 0.00% | 0.06% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Berkeley Capital Partners, LLC | 7 | 1 | 0.05% | 1.13% | 2.91% | Q1 2017 | Q3 2022 | 14 |
Solstein Capital, LLC | 11 | 3 | 0.90% | 3.18% | 7.89% | Q1 2020 | Q3 2023 | 14 |
Dynamic Advisor Solutions LLC | 5 | 1 | 0.03% | 0.63% | 3.82% | Q4 2014 | Q4 2022 | 14 |
OSAIC HOLDINGS, INC. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
Virtu Financial LLC | 6 | 1 | 0.01% | 0.34% | 1.61% | Q1 2015 | Q3 2019 | 14 |
Advisory Services Network, LLC | 9 | 1 | 0.00% | 0.23% | 0.90% | Q4 2014 | Q3 2023 | 14 |
Highlander Capital Management, LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2022 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.03% | 0.06% | 0.09% | Q2 2017 | Q2 2020 | 13 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.00% | 0.13% | 1.17% | Q2 2015 | Q3 2022 | 13 |
SeaBridge Investment Advisors LLC | 5 | 2 | 0.02% | 0.39% | 1.85% | Q4 2014 | Q3 2019 | 13 |
V Wealth Advisors LLC | 11 | 1 | 0.01% | 0.36% | 0.55% | Q2 2020 | Q2 2023 | 13 |
Lesa Sroufe & Co | 8 | 5 | 0.66% | 1.64% | 2.48% | Q2 2020 | Q3 2023 | 13 |
BROWN ADVISORY INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 13 |
Sicart Associates LLC | 9 | 1 | 0.11% | 0.22% | 0.37% | Q4 2016 | Q1 2020 | 12 |
Cambridge Investment Research Advisors, Inc. | 6 | 1 | 0.00% | 0.02% | 0.10% | Q2 2016 | Q4 2022 | 12 |
SIGNATUREFD, LLC | 10 | 1 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q2 2022 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 12 |
FIRST MANHATTAN CO. LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.19% | 0.55% | Q2 2015 | Q2 2020 | 12 |
Deane Retirement Strategies, Inc. | 7 | 1 | 0.01% | 2.96% | 5.74% | Q2 2019 | Q3 2023 | 12 |
HCR Wealth Advisors | 7 | 5 | 0.44% | 1.39% | 2.80% | Q1 2019 | Q2 2023 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 11 |
Intellectus Partners, LLC | 5 | 1 | 0.07% | 0.20% | 0.56% | Q1 2018 | Q1 2022 | 11 |
Almanack Investment Partners, LLC. | 7 | 1 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q4 2022 | 11 |
Kingsview Wealth Management, LLC | 4 | 1 | 0.01% | 0.05% | 0.20% | Q4 2018 | Q3 2023 | 11 |
Belpointe Asset Management LLC | 9 | 1 | 0.01% | 0.05% | 0.24% | Q3 2017 | Q3 2023 | 11 |
BREWIN DOLPHIN LTD | 6 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 11 |
Tradewinds Capital Management, LLC | 8 | 3 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q4 2018 | 11 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 10 |
Savior LLC | 10 | 10 | 0.05% | 1.93% | 4.90% | Q3 2020 | Q4 2022 | 10 |
IMC-Chicago, LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 7 | 3 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 10 |
Mirador Capital Partners LP | 5 | 5 | 0.03% | 1.40% | 3.97% | Q4 2020 | Q2 2023 | 10 |
GREENHAVEN ASSOCIATES INC | 10 | 10 | 0.18% | 0.30% | 0.41% | Q3 2020 | Q4 2022 | 10 |
STABLEFORD CAPITAL II LLC | 3 | 1 | 0.18% | 3.65% | 6.63% | Q1 2018 | Q3 2023 | 10 |
Maltin Wealth Management, Inc. | 6 | 4 | 0.10% | 0.35% | 0.66% | Q3 2020 | Q3 2023 | 10 |
Archer Investment Corp | 10 | 10 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q1 2021 | 10 |
Creative Planning | 8 | 2 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2017 | 10 |
NORTHERN TRUST CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 10 |
Vectors Research Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
Private Harbour Investment Management & Counsel, LLC | 9 | 9 | 3.39% | 4.69% | 6.15% | Q3 2021 | Q3 2023 | 9 |
Game Creek Capital, LP | 9 | 9 | 1.11% | 1.80% | 2.58% | Q3 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 8 | 1 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q2 2023 | 9 |
Advisor Group, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 9 |
Parallel Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2022 | 9 |
Ironsides Asset Advisors, LLC | 9 | 9 | 0.10% | 0.13% | 0.19% | Q3 2017 | Q3 2019 | 9 |
Gunderson Capital Management Inc. | 3 | 1 | 0.26% | 3.87% | 12.19% | Q4 2018 | Q4 2023 | 9 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 9 |
DUBUQUE BANK & TRUST CO | 7 | 1 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 8 |
Brookstone Capital Management | 6 | 2 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 1.21% | 2.06% | 2.69% | Q4 2021 | Q3 2023 | 8 |
K.J. Harrison & Partners Inc | 4 | 1 | 0.14% | 0.38% | 0.83% | Q3 2017 | Q1 2022 | 8 |
Private Portfolio Partners LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2022 | 8 |
Stratos Wealth Partners, LTD. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q1 2023 | 8 |
VERUS CAPITAL PARTNERS, LLC | 7 | 1 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 8 |
Arlington Capital Management, Inc. | 8 | 8 | 1.16% | 2.35% | 4.43% | Q2 2020 | Q1 2022 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 8 |
Sunbelt Securities, Inc. | 8 | 8 | 0.01% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Raymond James Financial Services Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 8 |
RAYMOND JAMES & ASSOCIATES | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 8 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 7 |
AE Wealth Management LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 7 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.04% | 0.47% | 2.42% | Q3 2019 | Q1 2022 | 7 |
D.A. DAVIDSON & CO. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2017 | 7 |
Hilton Capital Management, LLC | 7 | 7 | 0.46% | 0.60% | 0.73% | Q1 2022 | Q3 2023 | 7 |
WEALTHSOURCE PARTNERS, LLC | 4 | 1 | 0.01% | 0.08% | 0.12% | Q1 2016 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Western Pacific Wealth Management, LP | 7 | 7 | 0.08% | 0.46% | 2.22% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 7 |
HAP Trading, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 7 |
NKCFO LLC | 2 | 1 | 0.64% | 2.13% | 5.16% | Q4 2018 | Q4 2022 | 7 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 7 | 7 | 0.86% | 5.03% | 8.20% | Q1 2022 | Q3 2023 | 7 |
VISTA FINANCE, LLC | 7 | 7 | 8.14% | 11.31% | 13.36% | Q1 2022 | Q3 2023 | 7 |
Trek Financial, LLC | 5 | 1 | 0.01% | 0.62% | 2.21% | Q1 2020 | Q3 2023 | 7 |
Kovack Advisors, Inc. | 3 | 1 | 0.02% | 0.08% | 0.24% | Q3 2015 | Q3 2023 | 7 |
DUNCKER STREETT & CO INC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q2 2016 | 7 |
BOENNING & SCATTERGOOD, INC. | 7 | 7 | 0.05% | 0.08% | 0.12% | Q2 2018 | Q4 2019 | 7 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 7 |
D. SCOTT NEAL, INC. | 7 | 7 | 0.17% | 19.35% | 37.46% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
CITIGROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2022 | 6 |
LMR Partners LLP | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.10% | 0.14% | Q4 2014 | Q3 2023 | 6 |
Lake Hills Wealth Management, LLC | 6 | 6 | 1.78% | 5.13% | 9.73% | Q1 2022 | Q2 2023 | 6 |
Mutual Advisors, LLC | 5 | 1 | 0.01% | 0.10% | 0.27% | Q2 2019 | Q3 2023 | 6 |
CAPTRUST FINANCIAL ADVISORS | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 6 |
CreativeOne Wealth, LLC | 6 | 6 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
IHT Wealth Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 6 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 5 | 1 | 1.90% | 3.50% | 4.38% | Q1 2022 | Q3 2023 | 6 |
Hamilton Wealth, LLC | 2 | 1 | 0.22% | 1.65% | 2.80% | Q4 2018 | Q2 2022 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.16% | 0.33% | 0.52% | Q2 2022 | Q3 2023 | 6 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 6 | 6 | 0.25% | 0.71% | 1.38% | Q1 2022 | Q2 2023 | 6 |
Pekin Hardy Strauss, Inc. | 5 | 1 | 0.08% | 0.12% | 0.18% | Q1 2022 | Q3 2023 | 6 |
Kaydan Wealth Management, Inc. | 6 | 6 | 13.32% | 20.89% | 34.52% | Q2 2022 | Q3 2023 | 6 |
McKinley Carter Wealth Services, Inc. | 6 | 6 | 0.03% | 0.08% | 0.15% | Q2 2022 | Q3 2023 | 6 |
FIFTH THIRD BANCORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2023 | 6 |
MSI Financial Services Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.33% | 1.77% | Q1 2022 | Q2 2023 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2017 | 5 |
Antonetti Capital Management LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Vontobel Holding Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 5 |
Rockefeller Capital Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.01% | 0.19% | 0.34% | Q2 2022 | Q2 2023 | 5 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 5 | 5 | 0.08% | 0.46% | 1.24% | Q4 2020 | Q4 2021 | 5 |
Hilltop Holdings Inc. | 5 | 5 | 0.18% | 0.30% | 0.36% | Q2 2022 | Q2 2023 | 5 |
Turim 21 Investimentos Ltda. | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q1 2022 | 5 |
Addison Capital Co | 4 | 1 | 0.18% | 0.62% | 1.18% | Q3 2018 | Q4 2019 | 5 |
Ocean Capital Management, LLC | 2 | 1 | 0.07% | 0.20% | 0.35% | Q3 2020 | Q2 2023 | 5 |
Compass Financial Group, Inc. | 5 | 5 | 3.16% | 4.77% | 7.29% | Q2 2022 | Q2 2023 | 5 |
ICON ADVISERS INC/CO | 5 | 5 | 0.18% | 0.21% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Beacon Pointe Advisors, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 5 |
InterOcean Capital Group, LLC | 3 | 2 | 0.01% | 0.08% | 0.15% | Q2 2021 | Q4 2022 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 2 | 0.13% | 0.53% | 1.20% | Q1 2020 | Q2 2021 | 5 |
JTC Employer Solutions Trustee Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.23% | 0.31% | 0.54% | Q2 2022 | Q2 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 5 | 0.03% | 0.08% | 0.13% | Q3 2022 | Q3 2023 | 5 |
WealthShield Partners, LLC | 4 | 1 | 0.01% | 0.12% | 0.26% | Q1 2020 | Q2 2021 | 5 |
Tevis Investment Management | 5 | 5 | 0.09% | 0.40% | 0.58% | Q3 2022 | Q3 2023 | 5 |
ACUTE INVESTMENT ADVISORY, LLC | 5 | 5 | 1.66% | 4.68% | 7.25% | Q3 2022 | Q3 2023 | 5 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 5 |
Resurgent Financial Advisors LLC | 5 | 5 | 0.09% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Spectrum Planning & Advisory Services Inc. | 5 | 5 | 0.54% | 0.68% | 0.81% | Q3 2022 | Q3 2023 | 5 |
Sigma Planning Corp | 4 | 1 | 0.03% | 0.05% | 0.09% | Q3 2015 | Q4 2018 | 5 |
FOCUS Wealth Advisors, LLC | 5 | 5 | 0.08% | 1.36% | 2.40% | Q3 2022 | Q3 2023 | 5 |
Lowe Wealth Advisors, LLC | 3 | 2 | 0.02% | 0.04% | 0.05% | Q1 2016 | Q4 2023 | 5 |
Vigilare Wealth Management | 4 | 1 | 0.41% | 1.02% | 1.94% | Q3 2020 | Q4 2023 | 5 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2021 | 5 |
Glovista Investments LLC | 4 | 4 | 0.10% | 0.16% | 0.24% | Q3 2019 | Q2 2020 | 4 |
Independent Portfolio Consultants, Inc. | 2 | 1 | 0.04% | 0.78% | 1.76% | Q2 2015 | Q2 2017 | 4 |
Demars Financial Group, LLC | 4 | 4 | 0.06% | 2.20% | 3.20% | Q4 2022 | Q3 2023 | 4 |
ASPIRIANT, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q4 2022 | 4 |
Clear Creek Financial Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Axiom Investment Management LLC | 3 | 1 | 0.64% | 1.92% | 3.90% | Q3 2021 | Q4 2022 | 4 |
WMS Partners, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q2 2021 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Leicht Financial Planning & Wealth Management, Inc. | 4 | 4 | 0.68% | 0.83% | 1.01% | Q4 2018 | Q3 2019 | 4 |
Rothschild Capital Partners, LLC | 4 | 4 | 0.12% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Robotti & Company | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Beck Bode, LLC | 4 | 4 | 0.04% | 0.21% | 0.56% | Q1 2022 | Q4 2022 | 4 |
STIFEL FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 4 |
OneDigital Investment Advisors LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 |
Claybrook Capital, LLC | 4 | 4 | 1.11% | 1.36% | 1.75% | Q4 2022 | Q3 2023 | 4 |
AUGUSTINE ASSET MANAGEMENT INC | 4 | 4 | 0.07% | 0.21% | 0.38% | Q1 2022 | Q4 2022 | 4 |
Robinson Value Management, Ltd. | 4 | 4 | 0.42% | 0.63% | 0.74% | Q1 2022 | Q4 2022 | 4 |
First Heartland Consultants, Inc. | 4 | 4 | 0.20% | 0.31% | 0.38% | Q1 2022 | Q4 2022 | 4 |
Pineno Levin & Ford Asset Management, Inc. | 4 | 4 | 0.10% | 0.16% | 0.19% | Q4 2016 | Q3 2017 | 4 |
Argent Trust Co | 4 | 4 | 0.08% | 0.11% | 0.13% | Q2 2017 | Q1 2018 | 4 |
Silverleafe Capital Partners, LLC | 4 | 4 | 1.74% | 3.92% | 5.61% | Q3 2022 | Q2 2023 | 4 |
Strategic Wealth Partners, Ltd. | 3 | 1 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q1 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.03% | 0.16% | 0.30% | Q2 2019 | Q1 2020 | 4 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q2 2022 | 4 |
Aurora Private Wealth, Inc. | 4 | 4 | 0.26% | 0.29% | 0.36% | Q4 2022 | Q3 2023 | 4 |
TAP Consulting, LLC | 4 | 4 | 0.29% | 2.08% | 2.97% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Truadvice, LLC | 4 | 4 | 0.58% | 2.76% | 5.18% | Q1 2022 | Q4 2022 | 4 |
TCG Advisory Services, LLC | 2 | 2 | 0.35% | 0.60% | 0.75% | Q2 2022 | Q2 2023 | 4 |
CMT TRADING LLC | 4 | 4 | 0.41% | 0.64% | 0.88% | Q4 2014 | Q3 2015 | 4 |
Compagnie Lombard Odier SCmA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2021 | 4 |
SYMONS CAPITAL MANAGEMENT INC | 4 | 4 | 0.09% | 0.19% | 0.25% | Q2 2020 | Q1 2021 | 4 |
Elite Wealth Management, Inc. | 3 | 3 | 0.44% | 0.60% | 0.88% | Q3 2022 | Q1 2023 | 3 |
Allen Capital Group, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q2 2023 | 3 |
Wealthstreet Investment Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.09% | Q3 2020 | Q1 2021 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Ferguson Shapiro LLC | 3 | 3 | 1.88% | 3.89% | 6.61% | Q2 2022 | Q4 2022 | 3 |
Kerntke Otto McGlone Wealth Management Group | 2 | 1 | 0.25% | 0.30% | 0.37% | Q2 2022 | Q1 2023 | 3 |
USCA RIA LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q3 2015 | Q1 2016 | 3 |
ALTFEST L J & CO INC | 3 | 3 | 0.08% | 0.42% | 0.74% | Q2 2021 | Q4 2021 | 3 |
RIA Advisory Group LLC | 3 | 3 | 0.06% | 0.14% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Progeny 3, Inc. | 2 | 1 | 0.33% | 0.62% | 1.10% | Q1 2018 | Q1 2019 | 3 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2022 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.03% | 0.07% | Q2 2023 | Q3 2023 | 3 |
Pasadena Private Wealth, LLC | 2 | 1 | 1.83% | 3.81% | 5.41% | Q3 2020 | Q1 2022 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 1 | 0.05% | 0.42% | 1.15% | Q3 2022 | Q3 2023 | 3 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q4 2021 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Lattice Capital Management, LLC | 3 | 3 | 1.54% | 6.13% | 14.72% | Q3 2022 | Q1 2023 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.01% | 1.49% | 2.85% | Q4 2022 | Q3 2023 | 3 |
Bison Wealth, LLC | 3 | 3 | 0.11% | 0.19% | 0.24% | Q1 2021 | Q3 2021 | 3 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 3 |
TOTH FINANCIAL ADVISORY CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
QCM Cayman, Ltd. | 2 | 1 | 0.42% | 0.95% | 1.38% | Q2 2020 | Q3 2021 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.48% | 0.53% | 0.60% | Q1 2023 | Q3 2023 | 3 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 3 |
TITLEIST CAPITAL, LLC | 3 | 3 | 0.64% | 0.77% | 0.86% | Q2 2022 | Q4 2022 | 3 |
NORTHERN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.24% | 0.29% | 0.35% | Q4 2016 | Q4 2017 | 3 |
BRINKER CAPITAL INC | 2 | 1 | 2.09% | 3.23% | 4.28% | Q3 2015 | Q2 2016 | 3 |
New Harbor Financial Group, LLC | 2 | 1 | 0.00% | 1.34% | 4.01% | Q4 2014 | Q2 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ORSER CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.13% | 0.59% | 1.41% | Q2 2020 | Q4 2020 | 3 |
JEPPSON WEALTH MANAGEMENT, LLC | 2 | 1 | 0.12% | 0.15% | 0.19% | Q3 2020 | Q3 2021 | 3 |
Arete Wealth Advisors, LLC | 2 | 1 | 0.20% | 0.50% | 1.05% | Q1 2020 | Q3 2022 | 3 |
Dakota Wealth Management | 2 | 1 | 0.10% | 0.11% | 0.14% | Q3 2018 | Q2 2022 | 3 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.19% | 0.30% | Q2 2022 | Q2 2023 | 3 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
CERTUITY, LLC | 1 | 1 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q1 2022 | 2 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
PGIM Custom Harvest LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 2 |
GOFEN & GLOSSBERG LLC /IL/ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Stevard, LLC | 2 | 2 | 0.66% | 0.75% | 0.84% | Q3 2022 | Q4 2022 | 2 |
Atria Investments, Inc | 1 | 1 | 0.03% | 0.37% | 0.71% | Q2 2016 | Q1 2020 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 14.97% | 25.10% | 35.23% | Q2 2022 | Q3 2022 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q3 2022 | Q4 2022 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.07% | 0.30% | 0.53% | Q2 2022 | Q3 2022 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Water Oak Advisors LLC | 2 | 2 | 6.87% | 7.73% | 8.59% | Q3 2016 | Q4 2016 | 2 |
Tatro Capital, LLC | 1 | 1 | 0.70% | 1.05% | 1.39% | Q2 2020 | Q3 2021 | 2 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 0.70% | 0.93% | 1.17% | Q1 2016 | Q4 2022 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.13% | 0.25% | 0.38% | Q4 2014 | Q1 2015 | 2 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Mariner, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
EASTERLY INVESTMENT PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Auour Investments LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
ELEMENT POINTE ADVISORS, LLC | 2 | 2 | 0.71% | 0.71% | 0.71% | Q2 2019 | Q3 2019 | 2 |
Laidlaw Wealth Management LLC | 2 | 2 | 0.22% | 0.30% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Neuberger Berman Group LLC | 2 | 2 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q4 2020 | 2 |
IPG Investment Advisors LLC | 2 | 2 | 0.38% | 0.40% | 0.42% | Q2 2016 | Q3 2016 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.25% | 0.86% | 1.48% | Q2 2022 | Q4 2022 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 2 |
United Asset Strategies, Inc. | 1 | 1 | 0.10% | 0.11% | 0.13% | Q3 2020 | Q1 2021 | 2 |
Integrated Advisors Network LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q1 2022 | Q3 2022 | 2 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 2 | 2 | 0.22% | 0.24% | 0.27% | Q3 2021 | Q4 2021 | 2 |
Fiduciary Alliance LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
FNY Investment Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Camelot Portfolios, LLC | 2 | 2 | 0.40% | 0.43% | 0.46% | Q4 2022 | Q1 2023 | 2 |
Financial Gravity Companies, Inc. | 2 | 2 | 0.00% | 0.25% | 0.50% | Q4 2017 | Q1 2018 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.14% | 0.21% | 0.28% | Q2 2020 | Q3 2020 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
HighTower Trust Company, N.A. | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2020 | Q3 2020 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Park Edge Advisors, LLC | 1 | 1 | 0.49% | 0.85% | 1.21% | Q4 2022 | Q3 2023 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 0.69% | 4.60% | 8.51% | Q1 2022 | Q2 2022 | 2 |
St. Johns Investment Management Company, LLC | 2 | 2 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q4 2022 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.63% | 0.70% | 0.77% | Q2 2023 | Q3 2023 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Wealthcare Advisory Partners LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
WFG Advisors, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Owen LaRue, LLC | 2 | 2 | 1.02% | 1.02% | 1.02% | Q4 2022 | Q1 2023 | 2 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q2 2023 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q4 2022 | 2 |
TRUE Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Portfolio Strategies Inc | 2 | 2 | 1.28% | 1.40% | 1.51% | Q1 2017 | Q2 2017 | 2 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 2.53% | 3.13% | 3.74% | Q3 2021 | Q4 2022 | 2 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GABLES CAPITAL MANAGEMENT INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
XR Securities LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 9.74% | 9.74% | 9.74% | Q1 2022 | Q1 2022 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WMG Financial Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Banque Cantonale Vaudoise | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Tidal Investments LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Thomasville National Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
CI INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
HoyleCohen, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 1.66% | 1.66% | 1.66% | Q3 2023 | Q3 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2020 | Q3 2020 | 1 |
Peak Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
StoneX Group Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2021 | Q1 2021 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Hedeker Wealth, LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2014 | Q4 2014 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CPR Investments Inc. | 1 | 1 | 4.04% | 4.04% | 4.04% | Q3 2023 | Q3 2023 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q3 2023 | Q3 2023 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 8.20% | 8.20% | 8.20% | Q3 2023 | Q3 2023 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2018 | Q4 2018 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2018 | Q4 2018 | 1 |
Breithorn Capital Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2015 | Q4 2015 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SHAPIRO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Alterity Financial Group, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2022 | Q2 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NovaPoint Capital, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2020 | Q3 2020 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Semper Augustus Investments Group | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2020 | Q4 2020 | 1 |
MENLO ADVISORS LLC | 1 | 1 | 4.60% | 4.60% | 4.60% | Q3 2022 | Q3 2022 | 1 |
TLWM | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
NEIRG Wealth Management, LLC | 1 | 1 | 3.32% | 3.32% | 3.32% | Q3 2022 | Q3 2022 | 1 |
Azimuth Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
IRON Financial LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
MUHLENKAMP & CO INC | 1 | 1 | 5.64% | 5.64% | 5.64% | Q4 2022 | Q4 2022 | 1 |
LFS ASSET MANAGEMENT | 1 | 1 | 4.29% | 4.29% | 4.29% | Q2 2022 | Q2 2022 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2022 | Q1 2022 | 1 |
SCHOLTZ & COMPANY, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2022 | Q4 2022 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AFT, FORSYTH & COMPANY, INC. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2019 | Q3 2019 | 1 |
Verum Partners LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
EXANE DERIVATIVES | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
First Washington CORP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2017 | Q4 2017 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
J2 Capital Management Inc | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2022 | Q3 2022 | 1 |
PRENTISS SMITH & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
USAdvisors Wealth Management, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2020 | Q1 2020 | 1 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Weil Company, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2023 | Q2 2023 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cavalier Investments, LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q1 2023 | Q1 2023 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
State of Wyoming | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MARLIN SAMS CAPITAL MANAGEMENT LLC | 1 | 1 | 10.20% | 10.20% | 10.20% | Q4 2021 | Q4 2021 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2016 | Q2 2016 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HOWARD FINANCIAL SERVICES, LTD. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Prince Street Capital Management LLC | 1 | 1 | 9.09% | 9.09% | 9.09% | Q2 2022 | Q2 2022 | 1 |
TSFG, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
LifePro Asset Management | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Clarity Financial LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2021 | Q2 2021 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2022 | Q2 2022 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Blue Investment Partners LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2022 | Q4 2022 | 1 |
Private Wealth Strategies, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
External links
This page lists all the filers that currently own PROSHARES TR or have owned PROSHARES TR in the past.