Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 121 |
BARCLAYS PLC | 36 | 36 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2022 | 98 |
WOLVERINE ASSET MANAGEMENT LLC | 35 | 35 | 0.00% | 0.22% | 2.37% | Q2 2013 | Q4 2021 | 95 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.05% | 0.53% | Q1 2014 | Q3 2023 | 92 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.19% | Q4 2015 | Q3 2023 | 88 |
Citadel Advisors | 33 | 4 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 87 |
Walleye Trading LLC | 27 | 1 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q1 2023 | 79 |
GOLDMAN SACHS GROUP INC | 20 | 1 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q2 2023 | 72 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 56 |
BANK OF AMERICA CORP /DE/ | 29 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 52 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 45 |
HighTower Advisors, LLC | 40 | 40 | 0.00% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 43 |
TOTH FINANCIAL ADVISORY CORP | 42 | 42 | 0.73% | 1.37% | 1.91% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.43% | 1.33% | 2.00% | Q2 2013 | Q3 2023 | 42 |
HYMAN CHARLES D | 42 | 42 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 42 | 42 | 0.08% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
SMITH CHAS P & ASSOCIATES PA CPAS | 42 | 42 | 0.15% | 0.20% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Counsel, Inc | 42 | 42 | 0.49% | 0.85% | 1.16% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 31 | 10 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 41 |
WELLS FARGO & COMPANY/MN | 37 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
MORGAN STANLEY | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
D. SCOTT NEAL, INC. | 40 | 40 | 0.40% | 0.54% | 1.04% | Q4 2013 | Q3 2023 | 40 |
CITIGROUP INC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 28 | 1 | 0.00% | 0.03% | 0.40% | Q2 2013 | Q3 2023 | 39 |
Tower Research Capital LLC (TRC) | 23 | 1 | 0.00% | 0.29% | 1.44% | Q2 2013 | Q3 2023 | 38 |
UBS Group AG | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 37 |
SIGNATUREFD, LLC | 23 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 37 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.02% | 0.04% | 0.17% | Q4 2014 | Q3 2023 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 36 |
HUNTINGTON NATIONAL BANK | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 33 |
Bray Capital Advisors | 14 | 4 | 0.55% | 0.99% | 1.81% | Q4 2014 | Q3 2023 | 33 |
Sheaff Brock Investment Advisors, LLC | 17 | 14 | 0.04% | 0.08% | 0.19% | Q4 2015 | Q3 2023 | 31 |
BECK CAPITAL MANAGEMENT, LLC | 17 | 1 | 0.06% | 1.85% | 5.11% | Q4 2013 | Q4 2021 | 29 |
Focused Wealth Management, Inc | 28 | 28 | 0.02% | 0.02% | 0.04% | Q3 2013 | Q2 2020 | 28 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 13 | 1 | 0.01% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.36% | 0.56% | 0.80% | Q1 2016 | Q4 2022 | 28 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2021 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.16% | 1.30% | Q2 2013 | Q4 2019 | 27 |
ASSETMARK, INC | 19 | 8 | 0.00% | 0.32% | 1.28% | Q4 2016 | Q3 2023 | 27 |
TWO SIGMA SECURITIES, LLC | 10 | 2 | 0.00% | 0.54% | 4.61% | Q4 2014 | Q1 2023 | 26 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 26 |
PITTENGER & ANDERSON INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2020 | 26 |
Cambridge Investment Research Advisors, Inc. | 15 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2023 | 26 |
BANK OF MONTREAL /CAN/ | 16 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 26 |
Bank of New York Mellon Corp | 25 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 26 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q3 2023 | 25 |
GenWealth Group, Inc. | 14 | 11 | 0.99% | 1.46% | 2.49% | Q2 2017 | Q3 2023 | 25 |
MERITAGE PORTFOLIO MANAGEMENT | 24 | 24 | 0.05% | 0.06% | 0.07% | Q2 2014 | Q1 2020 | 24 |
Geneos Wealth Management Inc. | 16 | 8 | 0.00% | 0.25% | 1.64% | Q1 2016 | Q1 2022 | 24 |
Koshinski Asset Management, Inc. | 16 | 8 | 0.05% | 0.09% | 0.21% | Q3 2017 | Q3 2023 | 24 |
THRIVENT FINANCIAL FOR LUTHERANS | 23 | 1 | 0.00% | 0.02% | 0.10% | Q3 2015 | Q3 2023 | 24 |
Institute for Wealth Management, LLC. | 24 | 24 | 0.04% | 0.47% | 0.69% | Q2 2017 | Q1 2023 | 24 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.12% | 0.21% | 0.35% | Q1 2018 | Q3 2023 | 23 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.02% | 0.14% | Q3 2016 | Q3 2023 | 23 |
1834 INVESTMENT ADVISORS CO | 9 | 1 | 0.00% | 0.12% | 0.42% | Q3 2015 | Q2 2022 | 23 |
Kovack Advisors, Inc. | 23 | 23 | 0.06% | 0.22% | 0.36% | Q2 2014 | Q4 2019 | 23 |
Avior Wealth Management, LLC | 9 | 1 | 0.01% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 22 |
Brookstone Capital Management | 21 | 1 | 0.00% | 0.51% | 1.16% | Q2 2015 | Q3 2023 | 22 |
Meridian Wealth Management, LLC | 18 | 1 | 0.05% | 0.11% | 0.21% | Q4 2016 | Q3 2023 | 22 |
IFP Advisors, Inc | 14 | 2 | 0.01% | 0.03% | 0.11% | Q4 2015 | Q2 2023 | 22 |
NEXT Financial Group, Inc | 13 | 2 | 0.00% | 0.03% | 0.12% | Q3 2014 | Q4 2021 | 22 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 5 | 1 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 15 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Jackson, Grant Investment Advisers, Inc. | 17 | 4 | 0.01% | 0.11% | 0.17% | Q4 2015 | Q1 2022 | 21 |
Capital Investment Advisory Services, LLC | 20 | 1 | 0.01% | 0.06% | 0.20% | Q1 2018 | Q3 2023 | 21 |
SG Americas Securities, LLC | 8 | 1 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 21 |
COMMERCE BANK | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 21 |
Sowell Financial Services LLC | 10 | 1 | 0.02% | 0.48% | 1.48% | Q3 2017 | Q3 2023 | 20 |
Claraphi Advisory Network, LLC | 20 | 20 | 0.14% | 0.43% | 1.11% | Q4 2017 | Q3 2022 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.35% | 0.45% | 1.02% | Q4 2018 | Q3 2023 | 20 |
Jump Trading, LLC | 6 | 1 | 0.00% | 0.23% | 1.62% | Q2 2013 | Q2 2017 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 20 |
Harvest Investment Services, LLC | 20 | 20 | 0.23% | 0.45% | 0.85% | Q4 2018 | Q3 2023 | 20 |
FIFTH THIRD BANCORP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2022 | 20 |
PRELUDE CAPITAL MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.05% | 0.18% | Q3 2013 | Q1 2022 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 19 |
WoodTrust Financial Corp | 19 | 19 | 0.20% | 0.31% | 0.50% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.10% | 0.57% | Q2 2013 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
SP Asset Management | 18 | 18 | 0.70% | 1.55% | 2.02% | Q2 2018 | Q3 2022 | 18 |
EXENCIAL WEALTH ADVISORS, LLC | 17 | 1 | 0.07% | 0.36% | 0.70% | Q1 2013 | Q4 2017 | 18 |
Virtu KCG Holdings LLC | 15 | 15 | 0.01% | 0.05% | 0.14% | Q3 2013 | Q1 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 18 |
Forefront Analytics, LLC | 18 | 18 | 0.09% | 0.35% | 0.99% | Q4 2017 | Q1 2022 | 18 |
JPMORGAN CHASE & CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 17 |
AMERICAN NATIONAL BANK | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2018 | 17 |
FormulaFolio Investments, LLC | 12 | 5 | 0.03% | 0.66% | 1.20% | Q1 2017 | Q2 2021 | 17 |
Peregrine Asset Advisers, Inc. | 17 | 17 | 0.15% | 0.28% | 1.67% | Q4 2013 | Q4 2017 | 17 |
DONALDSON CAPITAL MANAGEMENT, LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
OPTIMUM INVESTMENT ADVISORS | 10 | 7 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q2 2020 | 17 |
Advisors Preferred, LLC | 5 | 2 | 0.02% | 0.87% | 3.12% | Q2 2014 | Q4 2019 | 17 |
B. Riley Wealth Advisors, Inc. | 8 | 1 | 0.01% | 0.25% | 1.32% | Q2 2013 | Q2 2023 | 17 |
DRW Securities, LLC | 4 | 1 | 0.02% | 0.21% | 0.97% | Q4 2015 | Q3 2023 | 17 |
SteelPeak Wealth, LLC | 14 | 1 | 0.03% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 16 |
TWO SIGMA ADVISERS, LP | 8 | 1 | 0.00% | 0.02% | 0.15% | Q4 2013 | Q2 2018 | 16 |
Lido Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.06% | Q3 2021 | Q3 2023 | 16 |
Evolution Wealth Advisors, LLC | 15 | 1 | 0.10% | 0.13% | 0.18% | Q3 2019 | Q3 2023 | 16 |
JNBA Financial Advisors | 9 | 7 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2020 | 16 |
Robinson Value Management, Ltd. | 8 | 1 | 0.02% | 6.19% | 9.70% | Q4 2016 | Q2 2023 | 16 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 3 | 0.00% | 2.34% | 14.83% | Q4 2017 | Q1 2023 | 16 |
Tuttle Capital Management, LLC | 8 | 1 | 0.18% | 11.33% | 38.96% | Q1 2014 | Q4 2019 | 16 |
Mariner, LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 16 |
TOWNSQUARE CAPITAL LLC | 15 | 1 | 0.01% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 16 |
WEST CHESTER CAPITAL ADVISORS, INC | 5 | 2 | 0.46% | 13.50% | 25.04% | Q4 2016 | Q3 2023 | 16 |
Rezny Wealth Management, Inc. | 12 | 1 | 0.10% | 0.13% | 0.15% | Q3 2018 | Q1 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.27% | 0.51% | 1.09% | Q4 2019 | Q3 2023 | 16 |
HOEY INVESTMENTS, INC | 15 | 15 | 0.00% | 0.03% | 0.19% | Q4 2019 | Q2 2023 | 15 |
Concert Wealth Management Inc. | 14 | 1 | 0.03% | 0.14% | 0.33% | Q2 2013 | Q1 2017 | 15 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.05% | 0.28% | Q1 2014 | Q2 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.03% | 0.20% | Q2 2016 | Q4 2019 | 15 |
BALDWIN BROTHERS LLC/MA | 15 | 15 | 0.01% | 0.04% | 0.08% | Q3 2016 | Q1 2020 | 15 |
Parallel Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 15 |
Visionary Asset Management, Inc. | 7 | 1 | 0.16% | 3.48% | 15.81% | Q2 2013 | Q4 2018 | 15 |
Baker Avenue Asset Management, LP | 15 | 15 | 0.02% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CEDAR CAPITAL, LLC | 10 | 1 | 0.52% | 2.06% | 3.41% | Q4 2015 | Q3 2021 | 15 |
ALLIANCEBERNSTEIN L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
HAP Trading, LLC | 11 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2022 | 14 |
Innova Wealth Partners | 12 | 12 | 0.01% | 0.53% | 1.35% | Q4 2020 | Q3 2023 | 14 |
Timber Hill LLC | 8 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 14 |
Ausdal Financial Partners, Inc. | 7 | 1 | 0.08% | 0.24% | 0.63% | Q4 2015 | Q1 2020 | 14 |
MGO ONE SEVEN LLC | 14 | 14 | 0.05% | 0.31% | 0.57% | Q2 2020 | Q3 2023 | 14 |
Belpointe Asset Management LLC | 7 | 1 | 0.00% | 0.63% | 2.29% | Q3 2017 | Q3 2023 | 14 |
Grandview Asset Management LLC | 14 | 14 | 0.21% | 0.28% | 0.54% | Q2 2020 | Q3 2023 | 14 |
Fulcrum Equity Management | 14 | 14 | 1.21% | 2.33% | 3.77% | Q2 2020 | Q3 2023 | 14 |
Virtu Financial LLC | 5 | 1 | 0.02% | 1.27% | 4.31% | Q2 2013 | Q4 2019 | 14 |
Strategic Blueprint, LLC | 13 | 13 | 0.03% | 0.22% | 0.72% | Q3 2020 | Q3 2023 | 13 |
Financial Architects, Inc | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2020 | 13 |
Aveo Capital Partners, LLC | 11 | 1 | 0.04% | 1.37% | 4.05% | Q4 2016 | Q3 2023 | 13 |
Weaver C. Barksdale & Associates, Inc. | 8 | 5 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2017 | 13 |
TD Ameritrade Trust Co | 7 | 1 | 0.00% | 1.14% | 2.80% | Q2 2015 | Q1 2019 | 13 |
Regal Investment Advisors LLC | 7 | 1 | 0.00% | 0.22% | 2.45% | Q2 2013 | Q3 2021 | 13 |
Aurora Private Wealth, Inc. | 13 | 13 | 0.16% | 0.32% | 0.61% | Q3 2020 | Q3 2023 | 13 |
Savior LLC | 10 | 3 | 0.18% | 2.34% | 5.83% | Q4 2019 | Q3 2023 | 13 |
TruWealth Advisors, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Alexandria Capital, LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.04% | 0.15% | Q1 2014 | Q3 2023 | 12 |
KAYS FINANCIAL ADVISORY CORP /ADV | 3 | 2 | 0.00% | 0.04% | 0.20% | Q1 2019 | Q3 2020 | 12 |
Geneva Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Sigma Planning Corp | 5 | 1 | 0.02% | 0.25% | 0.58% | Q4 2014 | Q1 2019 | 12 |
Weatherstone Capital Management | 6 | 1 | 0.24% | 1.71% | 5.29% | Q2 2013 | Q1 2018 | 12 |
Verdence Capital Advisors LLC | 7 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
BKS ADVISORS, LLC | 12 | 12 | 0.35% | 1.39% | 2.49% | Q2 2016 | Q1 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
PagnatoKarp Partners LLC | 8 | 4 | 0.09% | 0.12% | 0.18% | Q4 2016 | Q4 2019 | 12 |
Howard Capital Management Inc. | 5 | 3 | 0.11% | 2.03% | 5.08% | Q4 2017 | Q2 2022 | 12 |
WHITENER CAPITAL MANAGEMENT, INC. | 9 | 1 | 0.08% | 0.18% | 0.41% | Q4 2017 | Q1 2022 | 12 |
OPPENHEIMER ASSET MANAGEMENT INC. | 10 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2020 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 0.19% | 0.25% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Wharton Business Group, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Redhawk Wealth Advisors, Inc. | 6 | 6 | 0.05% | 0.17% | 0.68% | Q3 2018 | Q1 2022 | 12 |
Professional Financial Advisors, LLC | 10 | 2 | 0.01% | 1.12% | 4.05% | Q3 2020 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
First Allied Advisory Services, Inc. | 6 | 1 | 0.00% | 0.35% | 1.23% | Q2 2013 | Q4 2017 | 11 |
SEI INVESTMENTS CO | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.07% | 0.26% | 0.57% | Q1 2021 | Q3 2023 | 11 |
FINANCIAL COUNSELORS INC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Main Street Financial Solutions, LLC | 10 | 1 | 0.04% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 11 |
BTR CAPITAL MANAGEMENT INC | 11 | 11 | 0.06% | 0.09% | 0.11% | Q1 2020 | Q3 2022 | 11 |
TTP Investments, Inc. | 5 | 2 | 7.22% | 14.25% | 25.41% | Q1 2019 | Q3 2023 | 11 |
BRR OpCo, LLC | 8 | 3 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2022 | 11 |
Rollins Financial | 8 | 3 | 0.18% | 3.38% | 7.70% | Q4 2020 | Q3 2023 | 11 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.01% | 0.09% | 0.42% | Q3 2013 | Q1 2016 | 11 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.10% | 0.30% | Q3 2016 | Q1 2023 | 11 |
Wealthspire Advisors, L.P. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q4 2019 | 11 |
MSI Financial Services Inc | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 11 |
Invst, LLC | 7 | 1 | 0.06% | 0.28% | 0.44% | Q2 2020 | Q2 2023 | 11 |
INVERNESS COUNSEL LLC /NY/ | 4 | 1 | 0.03% | 0.08% | 0.22% | Q4 2015 | Q3 2020 | 10 |
DEUTSCHE BANK AG\ | 5 | 2 | 0.00% | 0.14% | 0.74% | Q3 2013 | Q1 2020 | 10 |
MAI Capital Management | 6 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Clearstead Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.08% | Q1 2021 | Q2 2023 | 10 |
Jump Financial, LLC | 8 | 2 | 0.02% | 0.37% | 0.73% | Q4 2020 | Q2 2023 | 10 |
Sound Income Strategies, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 10 |
CIBC Private Wealth Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
CRA Financial Services, LLC | 6 | 4 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 10 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 10 |
Chicago Partners Investment Group LLC | 6 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 10 |
Atria Investments, Inc | 4 | 1 | 0.02% | 0.11% | 0.55% | Q2 2013 | Q3 2019 | 10 |
Lenox Wealth Advisors, LLC | 9 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2021 | 10 |
NWAM LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 2 | 0.17% | 10.32% | 15.56% | Q1 2018 | Q4 2021 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
RAYMOND JAMES & ASSOCIATES | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 10 |
Argentus Capital Management, LLC | 5 | 1 | 0.00% | 2.39% | 7.83% | Q2 2013 | Q3 2016 | 10 |
Private Wealth Advisors, Inc. | 10 | 10 | 0.44% | 0.50% | 0.53% | Q2 2013 | Q3 2015 | 10 |
CIBC BANK USA | 10 | 10 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q4 2018 | 10 |
QCM Cayman, Ltd. | 5 | 1 | 0.09% | 0.18% | 0.56% | Q3 2013 | Q4 2020 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Allegis Investment Advisors, LLC | 8 | 1 | 0.00% | 0.89% | 2.42% | Q4 2015 | Q1 2018 | 9 |
Carroll Financial Associates, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 9 |
TUCKER ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 9 |
Prospera Financial Services Inc | 5 | 1 | 0.00% | 0.51% | 1.15% | Q4 2013 | Q2 2022 | 9 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 9 |
SHEPHERD KAPLAN KROCHUK, LLC | 6 | 3 | 0.04% | 0.28% | 0.63% | Q3 2013 | Q4 2015 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 9 |
WESPAC Advisors SoCal, LLC | 9 | 9 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q4 2017 | 9 |
Newfound Research LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
Raymond James Financial Services Advisors, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
Wealthstar Advisors, LLC | 9 | 9 | 0.10% | 0.13% | 0.17% | Q3 2021 | Q3 2023 | 9 |
LTG Capital LLC | 8 | 8 | 8.54% | 9.65% | 10.76% | Q4 2021 | Q3 2023 | 8 |
Sowa Financial Group, Inc. | 8 | 8 | 0.18% | 0.23% | 0.28% | Q1 2020 | Q4 2021 | 8 |
SINECERA CAPITAL, LLC | 8 | 8 | 0.93% | 2.10% | 9.11% | Q4 2021 | Q3 2023 | 8 |
Rehmann Capital Advisory Group | 4 | 4 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q4 2018 | 8 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2018 | 8 |
Eudaimonia Partners, LLC | 6 | 2 | 0.02% | 0.06% | 0.12% | Q2 2020 | Q2 2022 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
Marshall Financial Group LLC | 8 | 8 | 0.24% | 0.77% | 2.38% | Q4 2021 | Q3 2023 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 0.18% | 0.26% | 0.39% | Q4 2021 | Q3 2023 | 8 |
IEQ CAPITAL, LLC | 8 | 8 | 0.03% | 0.07% | 0.24% | Q4 2020 | Q3 2022 | 8 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2020 | 8 |
Csenge Advisory Group | 3 | 1 | 0.02% | 0.06% | 0.13% | Q3 2019 | Q3 2023 | 8 |
FNY Investment Advisers, LLC | 5 | 3 | 0.00% | 0.06% | 0.17% | Q1 2019 | Q1 2022 | 8 |
ATWOOD & PALMER INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
WESBANCO BANK INC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Private Wealth Group, LLC | 4 | 4 | 6.15% | 9.59% | 12.17% | Q4 2017 | Q4 2019 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.63% | 1.72% | Q4 2021 | Q3 2023 | 8 |
Soltis Investment Advisors LLC | 8 | 8 | 0.04% | 0.07% | 0.09% | Q1 2020 | Q4 2021 | 8 |
WEST MICHIGAN ADVISORS, LLC | 4 | 3 | 0.12% | 0.19% | 0.26% | Q4 2021 | Q3 2023 | 7 |
Avidian Wealth Solutions, LLC | 7 | 7 | 0.41% | 1.12% | 2.21% | Q4 2013 | Q2 2015 | 7 |
Portfolio Strategies Inc | 3 | 1 | 1.07% | 4.50% | 12.32% | Q4 2013 | Q4 2017 | 7 |
Founders Capital Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Secrest Blakey & Associates, LLC | 7 | 7 | 0.20% | 0.24% | 0.29% | Q4 2017 | Q2 2019 | 7 |
COLONY GROUP LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 7 |
Good Harbor Financial, LLC | 6 | 1 | 1.65% | 9.06% | 18.22% | Q2 2013 | Q1 2015 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.00% | 0.19% | 1.09% | Q4 2014 | Q4 2022 | 7 |
MKT Advisors LLC | 4 | 3 | 0.17% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 7 |
First Horizon Advisors, Inc. | 5 | 1 | 0.00% | 3.45% | 10.47% | Q2 2012 | Q3 2021 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 2 | 0.03% | 0.10% | 0.22% | Q2 2021 | Q3 2023 | 7 |
Jane Street Holding, LLC | 3 | 3 | 0.12% | 0.31% | 0.82% | Q2 2013 | Q4 2013 | 6 |
GROUP ONE TRADING, L.P. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Placemark Investments, Inc. | 5 | 1 | 0.13% | 0.75% | 1.58% | Q2 2013 | Q4 2014 | 6 |
GeoWealth Management, LLC | 5 | 1 | 0.05% | 0.08% | 0.13% | Q3 2019 | Q3 2023 | 6 |
Castleview Partners, LLC | 3 | 1 | 0.01% | 0.27% | 0.47% | Q2 2021 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 6 |
Investors Capital Advisory Services | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q2 2015 | 6 |
Corsicana & Co. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
EXANE DERIVATIVES | 4 | 2 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q2 2022 | 6 |
Exchange Capital Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2016 | 6 |
CMT TRADING LLC | 2 | 1 | 0.29% | 1.88% | 3.51% | Q2 2014 | Q1 2017 | 6 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 6 |
AE Wealth Management LLC | 3 | 1 | 0.01% | 0.06% | 0.25% | Q2 2017 | Q1 2022 | 6 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.06% | 0.12% | Q2 2018 | Q1 2023 | 6 |
TRUST CO OF VERMONT | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
BerganKDV Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Blume Capital Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.07% | Q3 2021 | Q4 2022 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Main Management LLC | 4 | 2 | 0.00% | 0.03% | 0.11% | Q2 2020 | Q4 2021 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Cadent Capital Advisors, LLC | 6 | 6 | 0.33% | 2.35% | 3.63% | Q4 2020 | Q1 2022 | 6 |
Shamrock Asset Management LLC | 6 | 6 | 0.00% | 0.12% | 0.39% | Q4 2013 | Q1 2015 | 6 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q1 2023 | 6 |
Corbenic Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
WFG Advisors, LP | 6 | 6 | 0.00% | 0.02% | 0.07% | Q2 2014 | Q3 2015 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 6 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q2 2021 | 5 |
Fusion Family Wealth LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q4 2018 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.02% | 0.10% | 0.21% | Q4 2020 | Q3 2023 | 5 |
JFS WEALTH ADVISORS, LLC | 4 | 1 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q1 2015 | 5 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.15% | 0.20% | Q4 2017 | Q1 2023 | 5 |
Silverleafe Capital Partners, LLC | 3 | 2 | 0.16% | 0.31% | 0.56% | Q4 2018 | Q2 2022 | 5 |
Cedar Brook Financial Partners, LLC | 3 | 1 | 0.11% | 0.26% | 0.36% | Q4 2018 | Q2 2021 | 5 |
Lyons Wealth Management, LLC. | 4 | 1 | 0.40% | 3.79% | 7.72% | Q2 2013 | Q3 2014 | 5 |
MANCHESTER FINANCIAL INC | 4 | 1 | 0.00% | 0.51% | 2.55% | Q1 2020 | Q3 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.18% | 0.35% | 0.56% | Q4 2021 | Q4 2022 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.05% | 0.05% | 0.07% | Q4 2014 | Q4 2015 | 5 |
Hutchens & Kramer Investment Management Group, LLC | 5 | 5 | 0.46% | 2.50% | 4.24% | Q4 2021 | Q4 2022 | 5 |
Oakworth Capital, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2018 | 5 |
AMERIPRISE FINANCIAL INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 5 |
Kestra Advisory Services, LLC | 2 | 1 | 0.00% | 0.06% | 0.16% | Q3 2020 | Q4 2022 | 5 |
DUBUQUE BANK & TRUST CO | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2019 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q3 2021 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2018 | 5 |
Syntal Capital Partners, LLC | 4 | 1 | 3.87% | 14.32% | 27.46% | Q1 2014 | Q4 2015 | 5 |
Paradigm Financial Partners, LLC | 2 | 1 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 5 |
Select Asset Management & Trust | 2 | 1 | 0.44% | 1.72% | 3.32% | Q4 2013 | Q1 2023 | 5 |
Disciplined Investments, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.23% | 0.90% | Q2 2023 | Q3 2023 | 4 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
SP Asset Management LLC | 4 | 4 | 1.18% | 1.23% | 1.30% | Q4 2022 | Q3 2023 | 4 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 2.32% | 4.11% | 5.79% | Q4 2022 | Q3 2023 | 4 |
Capital Asset Advisory Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Personal Capital Advisors Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Circle Wealth Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2018 | Q2 2019 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Rotella Capital Management, Inc. | 2 | 1 | 0.39% | 0.90% | 1.57% | Q3 2013 | Q1 2015 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
M Holdings Securities, Inc. | 3 | 1 | 0.25% | 0.28% | 0.34% | Q4 2015 | Q2 2017 | 4 |
WRAPMANAGER INC | 2 | 2 | 1.34% | 1.84% | 2.30% | Q1 2013 | Q1 2014 | 4 |
GUGGENHEIM CAPITAL LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2014 | 4 |
Altman Advisors, Inc. | 2 | 1 | 0.12% | 0.18% | 0.22% | Q4 2017 | Q3 2021 | 4 |
MOUNT VERNON ASSOCIATES INC /MD/ | 4 | 4 | 0.33% | 0.34% | 0.38% | Q4 2017 | Q3 2018 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.10% | 0.21% | Q4 2016 | Q4 2017 | 4 |
XR Securities LLC | 2 | 1 | 0.01% | 0.07% | 0.19% | Q3 2018 | Q3 2023 | 4 |
Cribstone Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
NATIXIS ADVISORS, L.P. | 3 | 1 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q2 2014 | 4 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 4 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 4 |
FRONTIER INVESTMENT MGMT CO | 2 | 2 | 0.04% | 0.22% | 0.39% | Q2 2013 | Q3 2018 | 4 |
TSFG, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q1 2020 | 4 |
Kazazian Asset Management, LLC | 4 | 4 | 10.12% | 18.01% | 26.31% | Q4 2014 | Q3 2015 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Pacifica Partners Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 3.25% | 3.65% | 4.21% | Q4 2022 | Q3 2023 | 4 |
BANK OF NOVA SCOTIA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AlphaStar Capital Management, LLC | 4 | 4 | 0.05% | 0.52% | 0.86% | Q2 2021 | Q1 2022 | 4 |
AdvisorNet Financial, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 4 |
First Allied Asset Management, Inc. | 2 | 1 | 0.03% | 0.35% | 1.28% | Q2 2013 | Q3 2014 | 4 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 2 | 1 | 0.05% | 0.17% | 0.46% | Q3 2013 | Q2 2015 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.07% | 0.23% | Q1 2020 | Q3 2023 | 4 |
Prosperity Wealth Management, Inc. | 4 | 4 | 0.38% | 2.58% | 7.72% | Q4 2022 | Q3 2023 | 4 |
Burleson & Company, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Kingsview Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 4 |
GRIMES & COMPANY, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Clearstead Trust, LLC | 4 | 4 | 0.02% | 0.10% | 0.31% | Q3 2022 | Q2 2023 | 4 |
Johnson Midwest Financial, LLC | 2 | 1 | 0.58% | 0.80% | 1.02% | Q4 2020 | Q2 2023 | 4 |
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4 | 4 | 0.93% | 1.05% | 1.30% | Q4 2022 | Q3 2023 | 4 |
Windsor Wealth Management, Inc. | 4 | 4 | 0.10% | 0.13% | 0.18% | Q2 2019 | Q1 2020 | 4 |
Claybrook Capital, LLC | 2 | 1 | 0.31% | 0.92% | 1.35% | Q1 2019 | Q1 2022 | 4 |
Clark Capital Management Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Vontobel Holding Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.05% | 0.16% | Q3 2013 | Q4 2020 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Gruss & Co., LLC | 3 | 3 | 3.38% | 4.33% | 5.46% | Q4 2014 | Q2 2015 | 3 |
CHASE INVESTMENT COUNSEL CORP | 3 | 3 | 0.88% | 1.01% | 1.12% | Q2 2020 | Q4 2020 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Bogart Wealth, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q4 2018 | 3 |
Perceptive Advisors | 2 | 2 | 0.12% | 0.40% | 0.89% | Q2 2015 | Q3 2015 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 3 |
WealthOne, LLC | 1 | 1 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q2 2021 | 3 |
Orca Investment Management, LLC | 3 | 3 | 1.44% | 1.50% | 1.55% | Q1 2017 | Q3 2017 | 3 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2016 | 3 |
Annex Advisory Services, LLC | 2 | 1 | 0.16% | 0.21% | 0.26% | Q2 2013 | Q1 2014 | 3 |
Socha Financial Group, LLC | 3 | 3 | 0.24% | 0.28% | 0.31% | Q4 2021 | Q2 2022 | 3 |
Edgestream Partners, L.P. | 2 | 1 | 0.02% | 0.07% | 0.12% | Q3 2018 | Q3 2019 | 3 |
Activest Wealth Management | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Bell Rock Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Weaver Consulting Group | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Fisher Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Pensionmark Financial Group, LLC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q1 2020 | Q3 2020 | 3 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.03% | 0.65% | 1.84% | Q4 2015 | Q2 2023 | 3 |
Hayden Royal, LLC | 2 | 1 | 0.31% | 0.56% | 0.95% | Q4 2020 | Q3 2021 | 3 |
New Capital Management LP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 1 | 0.08% | 0.15% | 0.26% | Q2 2014 | Q1 2017 | 3 |
Aviance Capital Partners, LLC | 2 | 1 | 0.17% | 0.21% | 0.25% | Q3 2013 | Q4 2014 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.24% | 0.36% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Quadrant Private Wealth Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q2 2023 | 3 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q1 2023 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 3 |
Barber Financial Group, Inc. | 2 | 1 | 0.70% | 1.20% | 1.63% | Q4 2017 | Q4 2018 | 3 |
OneDigital Investment Advisors LLC | 2 | 1 | 0.01% | 0.07% | 0.12% | Q2 2021 | Q1 2022 | 3 |
STIFEL FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2015 | 3 |
MARCUARD FAMILY OFFICE LTD | 3 | 3 | 3.23% | 3.70% | 4.40% | Q2 2013 | Q4 2013 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.09% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Oxler Private Wealth LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 3 |
PVG ASSET MANAGEMENT CORP | 3 | 3 | 0.64% | 0.69% | 0.73% | Q1 2021 | Q3 2021 | 3 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 3 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.06% | 0.23% | 0.33% | Q1 2014 | Q2 2016 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.10% | 0.16% | Q1 2022 | Q3 2022 | 3 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2019 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q3 2014 | 3 |
BROWN BROTHERS HARRIMAN & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 3 |
SlateStone Wealth, LLC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q2 2019 | Q4 2019 | 3 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 3 | 3 | 0.33% | 0.37% | 0.42% | Q3 2018 | Q1 2019 | 3 |
Tradeworx Inc. | 1 | 1 | 0.52% | 1.11% | 2.12% | Q1 2013 | Q3 2014 | 3 |
CANTOR FITZGERALD, L. P. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Parkside Financial Bank & Trust | 3 | 3 | 0.13% | 0.14% | 0.16% | Q4 2013 | Q2 2014 | 3 |
Empirical Finance, LLC | 3 | 3 | 0.20% | 0.20% | 0.22% | Q2 2017 | Q4 2017 | 3 |
Allston Trading LLC | 3 | 3 | 0.90% | 13.61% | 34.44% | Q4 2013 | Q2 2014 | 3 |
Guild Investment Management, Inc. | 1 | 1 | 0.21% | 2.67% | 5.13% | Q4 2013 | Q2 2014 | 2 |
Pinion Investment Advisors, LLC | 2 | 2 | 0.52% | 0.52% | 0.53% | Q3 2019 | Q4 2019 | 2 |
Covestor Ltd | 2 | 2 | 0.41% | 0.57% | 0.72% | Q1 2022 | Q2 2022 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Nalls Sherbakoff Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Cowen Prime Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 2 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 1 | 1 | 7.00% | 9.19% | 11.38% | Q4 2013 | Q4 2017 | 2 |
HCR Wealth Advisors | 1 | 1 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q4 2020 | 2 |
GEMS MANAGEMENT LTD | 2 | 2 | 1.50% | 1.85% | 2.20% | Q2 2013 | Q3 2013 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Adams Wealth Management | 1 | 1 | 0.00% | 3.48% | 6.96% | Q4 2019 | Q3 2020 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 2 |
GFS Advisors, LLC | 2 | 2 | 0.20% | 0.53% | 0.87% | Q2 2018 | Q3 2018 | 2 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.01% | 0.06% | 0.12% | Q3 2013 | Q2 2020 | 2 |
IPG Investment Advisors LLC | 1 | 1 | 0.23% | 0.39% | 0.54% | Q3 2018 | Q1 2023 | 2 |
Gemmer Asset Management LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q2 2014 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q3 2013 | Q4 2013 | 2 |
Transamerica Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
MID CONTINENT CAPITAL LLC/IL | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q1 2015 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2021 | 2 |
LANSDOWNE PARTNERS (UK) LLP | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Madison Street Partners, LLC | 1 | 1 | 1.85% | 1.90% | 1.96% | Q1 2014 | Q1 2015 | 2 |
Elite Wealth Management, Inc. | 1 | 1 | 0.32% | 0.82% | 1.32% | Q2 2020 | Q3 2021 | 2 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 2 |
CPR Investments Inc. | 2 | 2 | 0.71% | 0.81% | 0.92% | Q4 2021 | Q1 2022 | 2 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
Simplicity Solutions, LLC | 1 | 1 | 0.26% | 0.26% | 0.27% | Q4 2014 | Q2 2017 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q4 2021 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q2 2015 | 2 |
SCS Capital Management LLC | 2 | 2 | 1.64% | 1.65% | 1.66% | Q1 2020 | Q2 2020 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Pinnacle West Asset Management, Inc. | 2 | 2 | 0.84% | 0.87% | 0.90% | Q1 2023 | Q2 2023 | 2 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 2 |
Global Strategic Investment Solutions, LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q1 2020 | Q3 2020 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.24% | 0.28% | 0.32% | Q4 2020 | Q1 2021 | 2 |
FNY Managed Accounts LLC | 2 | 2 | 0.04% | 0.09% | 0.14% | Q2 2015 | Q3 2015 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Cypress Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Quantbot Technologies LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 2 |
Simply Money Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Intersect Capital LLC | 2 | 2 | 0.19% | 0.22% | 0.24% | Q3 2018 | Q4 2018 | 2 |
Cassaday & Co Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.22% | 0.44% | Q4 2019 | Q1 2020 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Integrated Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.47% | 0.94% | Q1 2019 | Q2 2021 | 2 |
TFB Advisors LLC | 2 | 2 | 1.12% | 1.55% | 1.99% | Q2 2023 | Q3 2023 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q2 2014 | 2 |
AJ WEALTH STRATEGIES, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.02% | 0.08% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q4 2019 | 2 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q2 2019 | 2 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.05% | 0.09% | Q2 2022 | Q2 2023 | 2 |
REDMONT WEALTH ADVISORS LLC | 1 | 1 | 0.25% | 0.31% | 0.37% | Q1 2022 | Q2 2023 | 2 |
CABANA LLC | 2 | 2 | 0.01% | 0.09% | 0.16% | Q3 2019 | Q4 2019 | 2 |
CLEAR STREET MARKETS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Maryland Capital Management | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q3 2014 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Balboa Wealth Partners | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q1 2023 | 2 |
HM Capital Management, LLC | 1 | 1 | 1.66% | 2.15% | 2.64% | Q4 2015 | Q2 2016 | 2 |
Capital Directions Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Prostatis Group LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
C2C Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SNS Financial Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2018 | Q4 2018 | 1 |
GAM Holding AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HAYS ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
L & S Advisors Inc | 1 | 1 | 4.31% | 4.31% | 4.31% | Q4 2014 | Q4 2014 | 1 |
AM INVESTMENT STRATEGIES LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Pension Partners, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q3 2014 | Q3 2014 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2021 | Q4 2021 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q1 2015 | 1 |
VALENTINE VENTURES LLC | 1 | 1 | 8.77% | 8.77% | 8.77% | Q4 2014 | Q4 2014 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2017 | Q3 2017 | 1 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2018 | Q4 2018 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ascent Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Smith Anglin Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2016 | Q1 2016 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2017 | Q3 2017 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
XML Financial, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Beech Hill Advisors, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
Giralda Advisors, LLC | 1 | 1 | 100.00% | 100.00% | 100.00% | Q3 2016 | Q3 2016 | 1 |
New World Advisors LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CMT Asset Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2013 | Q1 2013 | 1 |
CMT Capital Markets Trading GmbH | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
WASHBURN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Biondo Investment Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2017 | Q1 2017 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
JD CAPITAL MANAGEMENT LLC | 1 | 1 | 2.28% | 2.28% | 2.28% | Q2 2013 | Q2 2013 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
HMS Capital Management, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2020 | Q1 2020 | 1 |
Banque Cantonale Vaudoise | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Gainplan LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2020 | Q1 2020 | 1 |
Galvin, Gaustad & Stein, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2018 | Q4 2018 | 1 |
Hefren-Tillotson, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Whitnell & Co. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Morse Asset Management, Inc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2015 | Q3 2015 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
MARATHON ASSET MANAGEMENT LP | 1 | 1 | 6.16% | 6.16% | 6.16% | Q2 2013 | Q2 2013 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
F-Squared Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q1 2020 | Q1 2020 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Claro Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 6.09% | 6.09% | 6.09% | Q2 2023 | Q2 2023 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ACT Advisors, LLC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2013 | Q2 2013 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2015 | Q4 2015 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cruiser Capital Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Smithfield Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2016 | Q4 2016 | 1 |
CX Institutional | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2019 | Q1 2019 | 1 |
Kohmann Bosshard Financial Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
MCF Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2011 | Q4 2011 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
F3Logic, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2020 | Q3 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
External links
This page lists all the filers that currently own PROSHARES TR or have owned PROSHARES TR in the past.