Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 122 |
JANE STREET GROUP, LLC | 35 | 3 | 0.00% | 0.05% | 0.58% | Q1 2014 | Q3 2023 | 96 |
Citadel Advisors | 32 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 85 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.03% | 0.84% | Q4 2015 | Q3 2023 | 85 |
BARCLAYS PLC | 31 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 84 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 73 |
Walleye Trading LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 66 |
GOLDMAN SACHS GROUP INC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 48 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 3 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q4 2020 | 47 |
BANK OF AMERICA CORP /DE/ | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 44 |
FRONT BARNETT ASSOCIATES LLC | 42 | 42 | 0.06% | 0.19% | 0.40% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
TOTH FINANCIAL ADVISORY CORP | 42 | 42 | 1.28% | 1.97% | 3.30% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 40 | 40 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
D. SCOTT NEAL, INC. | 40 | 40 | 0.36% | 0.86% | 1.87% | Q4 2013 | Q3 2023 | 40 |
UBS Group AG | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.16% | 0.70% | Q3 2013 | Q3 2023 | 34 |
ADELL HARRIMAN & CARPENTER INC | 17 | 15 | 0.04% | 0.09% | 0.30% | Q3 2015 | Q3 2023 | 32 |
KINGS POINT CAPITAL MANAGEMENT | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2022 | 32 |
Karp Capital Management Corp | 32 | 32 | 0.04% | 2.11% | 3.46% | Q4 2014 | Q3 2022 | 32 |
Alexandria Capital, LLC | 18 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2021 | 31 |
FIFTH THIRD BANCORP | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
ROYAL BANK OF CANADA | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q4 2021 | 29 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Institute for Wealth Management, LLC. | 26 | 26 | 0.09% | 0.75% | 1.21% | Q2 2017 | Q3 2023 | 26 |
SG Americas Securities, LLC | 11 | 1 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 26 |
Sheaff Brock Investment Advisors, LLC | 14 | 12 | 0.03% | 0.06% | 0.08% | Q1 2017 | Q3 2023 | 26 |
GenWealth Group, Inc. | 14 | 11 | 0.13% | 1.09% | 1.63% | Q2 2017 | Q3 2023 | 25 |
Bouchey Financial Group Ltd | 25 | 25 | 0.12% | 0.24% | 0.66% | Q4 2013 | Q4 2019 | 25 |
Cambridge Investment Research Advisors, Inc. | 21 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 25 |
BANK OF MONTREAL /CAN/ | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 24 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 15 | 3 | 0.03% | 0.14% | 0.44% | Q2 2014 | Q3 2022 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 24 |
NEXT Financial Group, Inc | 9 | 1 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q4 2021 | 23 |
Howard Capital Management Inc. | 14 | 9 | 0.06% | 6.32% | 12.04% | Q4 2017 | Q3 2023 | 23 |
CITIGROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
CIBC Private Wealth Group, LLC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 23 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 22 | 22 | 0.43% | 0.92% | 1.42% | Q2 2018 | Q3 2023 | 22 |
Sowell Financial Services LLC | 17 | 2 | 0.01% | 0.38% | 2.21% | Q4 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
B. Riley Wealth Advisors, Inc. | 21 | 21 | 0.01% | 0.07% | 0.08% | Q1 2014 | Q1 2019 | 21 |
IPG Investment Advisors LLC | 13 | 1 | 0.08% | 0.42% | 1.17% | Q2 2014 | Q4 2022 | 21 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.08% | 1.40% | 7.28% | Q4 2018 | Q3 2023 | 20 |
Harvest Investment Services, LLC | 20 | 20 | 0.69% | 1.10% | 1.47% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2022 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
DRW Securities, LLC | 10 | 1 | 0.01% | 0.27% | 2.81% | Q3 2016 | Q3 2023 | 20 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.14% | 0.23% | 0.33% | Q3 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
DUBUQUE BANK & TRUST CO | 19 | 19 | 0.00% | 0.04% | 0.07% | Q1 2017 | Q3 2021 | 19 |
Bell Rock Capital LLC | 16 | 1 | 2.66% | 4.84% | 6.94% | Q4 2016 | Q3 2022 | 19 |
Meridian Wealth Management, LLC | 16 | 2 | 0.03% | 0.07% | 0.16% | Q1 2019 | Q3 2023 | 18 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.03% | 0.17% | Q1 2015 | Q3 2023 | 18 |
TWO SIGMA SECURITIES, LLC | 12 | 1 | 0.00% | 0.06% | 0.46% | Q4 2014 | Q3 2023 | 18 |
Capital Advisory Group Advisory Services, LLC | 13 | 1 | 0.03% | 0.14% | 0.25% | Q4 2018 | Q3 2023 | 18 |
HAP Trading, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2022 | 18 |
SUMMIT FINANCIAL GROUP, INC. | 18 | 18 | 0.18% | 0.35% | 0.67% | Q2 2019 | Q3 2023 | 18 |
WESBANCO BANK INC | 11 | 7 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 18 |
Advisors Preferred, LLC | 7 | 1 | 0.04% | 0.76% | 3.74% | Q2 2014 | Q4 2019 | 17 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 4 | 0.00% | 2.60% | 16.35% | Q4 2017 | Q1 2023 | 17 |
PRIVATE ASSET MANAGEMENT INC | 10 | 1 | 0.04% | 0.06% | 0.09% | Q3 2018 | Q2 2023 | 17 |
SteelPeak Wealth, LLC | 16 | 16 | 0.00% | 0.11% | 0.23% | Q4 2019 | Q3 2023 | 17 |
Edgestream Partners, L.P. | 11 | 1 | 0.02% | 0.45% | 1.47% | Q2 2014 | Q3 2019 | 17 |
DONALDSON CAPITAL MANAGEMENT, LLC | 17 | 17 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Jump Trading, LLC | 5 | 1 | 0.00% | 0.07% | 0.40% | Q2 2013 | Q2 2017 | 17 |
Sound Income Strategies, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 16 |
Sigma Planning Corp | 9 | 1 | 0.00% | 0.05% | 0.14% | Q3 2015 | Q3 2023 | 16 |
First Allied Advisory Services, Inc. | 13 | 3 | 0.01% | 0.04% | 0.18% | Q3 2015 | Q4 2019 | 16 |
Virtu Financial LLC | 5 | 1 | 0.03% | 0.53% | 1.49% | Q2 2013 | Q3 2019 | 16 |
Savior LLC | 16 | 16 | 0.00% | 1.79% | 14.62% | Q4 2019 | Q3 2023 | 16 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 15 |
Concert Wealth Management Inc. | 13 | 2 | 0.08% | 0.20% | 0.42% | Q2 2013 | Q1 2017 | 15 |
Geneos Wealth Management Inc. | 12 | 3 | 0.00% | 0.07% | 0.52% | Q1 2016 | Q1 2021 | 15 |
Sandy Spring Bank | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.10% | 0.43% | Q2 2015 | Q3 2023 | 15 |
Mariner, LLC | 9 | 6 | 0.00% | 0.04% | 0.11% | Q4 2015 | Q3 2023 | 15 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 15 |
NWAM LLC | 7 | 1 | 0.02% | 0.06% | 0.17% | Q2 2012 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 14 | 1 | 0.11% | 1.45% | 3.77% | Q1 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Raymond James Financial Services Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2016 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2021 | 14 |
Financial Engines Advisors L.L.C. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Spectrum Wealth Advisory Group, LLC | 9 | 1 | 0.23% | 0.38% | 0.49% | Q1 2019 | Q3 2023 | 14 |
Virtu KCG Holdings LLC | 5 | 2 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q2 2017 | 13 |
TWO SIGMA ADVISERS, LP | 10 | 1 | 0.00% | 0.04% | 0.14% | Q3 2013 | Q2 2017 | 13 |
Brookstone Capital Management | 13 | 13 | 0.01% | 0.04% | 0.14% | Q3 2020 | Q3 2023 | 13 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q3 2017 | 13 |
Krilogy Financial LLC | 11 | 1 | 0.02% | 0.04% | 0.13% | Q3 2015 | Q4 2021 | 13 |
HOWE & RUSLING INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2017 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Rollins Financial | 8 | 3 | 0.45% | 1.39% | 3.04% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Round Table Services, LLC | 9 | 2 | 0.07% | 0.08% | 0.12% | Q2 2018 | Q1 2021 | 11 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 5 | 2 | 0.10% | 0.14% | 0.17% | Q2 2020 | Q4 2023 | 11 |
CIBC WORLD MARKET INC. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Redhawk Wealth Advisors, Inc. | 6 | 5 | 0.23% | 1.35% | 2.79% | Q3 2018 | Q2 2021 | 11 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 10 | 1 | 0.07% | 0.12% | 0.16% | Q4 2019 | Q2 2023 | 11 |
Geneva Advisors, LLC | 8 | 3 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2017 | 11 |
Integrated Advisors Network LLC | 6 | 1 | 0.03% | 0.18% | 0.28% | Q4 2019 | Q3 2023 | 10 |
Kozak & Associates, Inc. | 9 | 1 | 0.06% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 10 |
Main Street Financial Solutions, LLC | 8 | 1 | 0.03% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 10 |
Stonebridge Financial Planning Group, LLC | 10 | 10 | 0.13% | 0.16% | 0.18% | Q4 2019 | Q1 2022 | 10 |
Orion Portfolio Solutions, LLC | 7 | 3 | 0.01% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 10 |
Virtue Capital Management, LLC | 5 | 1 | 0.00% | 0.12% | 0.24% | Q1 2018 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Portfolio Strategies Inc | 5 | 5 | 0.45% | 3.47% | 8.60% | Q4 2013 | Q4 2017 | 10 |
Private Wealth Advisors, Inc. | 10 | 10 | 0.19% | 0.26% | 0.30% | Q2 2013 | Q3 2015 | 10 |
WEBSTER BANK, N. A. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SHEPHERD KAPLAN KROCHUK, LLC | 10 | 10 | 0.10% | 0.33% | 0.78% | Q3 2013 | Q4 2015 | 10 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 9 | 1 | 0.04% | 0.10% | 0.15% | Q3 2018 | Q1 2021 | 10 |
BerganKDV Wealth Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 9 |
Formidable Asset Management, LLC | 6 | 1 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 9 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q2 2021 | 9 |
BECK CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.12% | 0.58% | 1.31% | Q3 2018 | Q4 2021 | 9 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2021 | 9 |
180 WEALTH ADVISORS, LLC | 2 | 1 | 0.12% | 0.22% | 0.48% | Q4 2017 | Q2 2023 | 9 |
Jump Financial, LLC | 6 | 3 | 0.04% | 0.50% | 1.34% | Q2 2021 | Q3 2023 | 9 |
WHITENER CAPITAL MANAGEMENT, INC. | 6 | 1 | 0.06% | 0.11% | 0.14% | Q4 2017 | Q2 2020 | 9 |
Koshinski Asset Management, Inc. | 7 | 1 | 0.00% | 0.04% | 0.14% | Q4 2014 | Q3 2023 | 9 |
Westwood Wealth Management | 8 | 8 | 2.53% | 4.18% | 5.57% | Q4 2021 | Q3 2023 | 8 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.03% | 0.11% | Q1 2018 | Q4 2022 | 8 |
IRON Financial LLC | 8 | 8 | 0.17% | 0.51% | 0.88% | Q1 2019 | Q4 2020 | 8 |
KEYBANK NATIONAL ASSOCIATION/OH | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Castleview Partners, LLC | 6 | 1 | 0.00% | 0.35% | 0.69% | Q2 2021 | Q3 2023 | 8 |
Lido Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
QCM Cayman, Ltd. | 4 | 1 | 0.22% | 0.71% | 1.10% | Q2 2013 | Q2 2021 | 8 |
Core Wealth Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Lattice Capital Management, LLC | 8 | 8 | 0.25% | 1.08% | 4.11% | Q4 2021 | Q3 2023 | 8 |
Aveo Capital Partners, LLC | 3 | 2 | 0.05% | 1.37% | 2.68% | Q2 2021 | Q3 2023 | 8 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 7 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 6 | 1 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
AIRE ADVISORS, LLC | 7 | 7 | 0.13% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 7 |
Financial Gravity Asset Management, Inc. | 4 | 3 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 7 |
MID CONTINENT CAPITAL LLC/IL | 4 | 3 | 0.08% | 0.08% | 0.09% | Q3 2013 | Q2 2015 | 7 |
Arkadios Wealth Advisors | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2021 | 7 |
Dougherty Wealth Advisers LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
EMORY UNIVERSITY | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2011 | Q4 2012 | 7 |
SIGNATUREFD, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 6 |
LBMC INVESTMENT ADVISORS, LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 6 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 6 |
Grandview Asset Management LLC | 5 | 1 | 0.10% | 0.15% | 0.24% | Q1 2021 | Q2 2023 | 6 |
CPR Investments Inc. | 3 | 3 | 0.33% | 3.31% | 7.71% | Q4 2021 | Q3 2023 | 6 |
Moisand Fitzgerald Tamayo, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 6 |
WEST CHESTER CAPITAL ADVISORS, INC | 4 | 2 | 0.54% | 5.18% | 10.07% | Q2 2021 | Q3 2023 | 6 |
Intercontinental Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q4 2021 | 6 |
GeoWealth Management, LLC | 4 | 2 | 0.05% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 6 |
CWM, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TRUIST FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2021 | 6 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 6 |
Robinson Value Management, Ltd. | 5 | 1 | 0.34% | 0.52% | 0.87% | Q4 2020 | Q3 2023 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
NTV ASSET MANAGEMENT LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2014 | Q3 2015 | 6 |
Clearstead Trust, LLC | 5 | 5 | 6.32% | 7.12% | 7.92% | Q3 2022 | Q3 2023 | 5 |
CMT Asset Management Ltd | 5 | 5 | 0.02% | 0.05% | 0.08% | Q4 2012 | Q4 2013 | 5 |
MinichMacGregor Wealth Management, LLC | 5 | 5 | 0.81% | 0.97% | 1.17% | Q4 2020 | Q4 2021 | 5 |
CMT TRADING LLC | 2 | 1 | 1.04% | 1.44% | 1.89% | Q1 2014 | Q1 2016 | 5 |
BROWN BROTHERS HARRIMAN & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2021 | 5 |
Personal Capital Advisors Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
Kingfisher Capital LLC | 5 | 5 | 1.14% | 1.32% | 1.68% | Q2 2013 | Q2 2014 | 5 |
Horizon Wealth Management, LLC | 3 | 2 | 0.10% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 5 |
Apriem Advisors | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2022 | 5 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.09% | 0.22% | Q2 2013 | Q4 2013 | 5 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 1 | 0.03% | 0.08% | 0.20% | Q3 2013 | Q2 2017 | 5 |
Ausdal Financial Partners, Inc. | 4 | 1 | 0.10% | 0.13% | 0.16% | Q4 2015 | Q1 2017 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.07% | 0.08% | 0.12% | Q4 2014 | Q4 2015 | 5 |
Archford Capital Strategies, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q2 2015 | 5 |
Antonetti Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Prosperity Wealth Management, Inc. | 4 | 4 | 0.50% | 1.06% | 1.74% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.03% | 0.10% | Q1 2020 | Q3 2023 | 4 |
Kestra Advisory Services, LLC | 3 | 1 | 0.00% | 0.09% | 0.19% | Q4 2020 | Q4 2021 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.03% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 0.03% | 0.07% | 0.08% | Q2 2019 | Q1 2020 | 4 |
Alpha Cubed Investments, LLC | 2 | 1 | 0.21% | 0.30% | 0.42% | Q2 2014 | Q2 2019 | 4 |
AlphaMark Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
SMITH CHAS P & ASSOCIATES PA CPAS | 3 | 1 | 0.02% | 0.04% | 0.09% | Q2 2014 | Q4 2021 | 4 |
Valeo Financial Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 4 |
NATIXIS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Miracle Mile Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 4 |
Regal Investment Advisors LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q3 2021 | 4 |
Silverleafe Capital Partners, LLC | 2 | 2 | 0.10% | 0.34% | 0.58% | Q4 2018 | Q1 2022 | 4 |
Curran Financial Partners, LLC | 4 | 4 | 0.09% | 0.12% | 0.16% | Q2 2021 | Q1 2022 | 4 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.06% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Davidson Capital Management Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 4 |
VSR Financial Services, Inc. | 4 | 4 | 0.27% | 0.30% | 0.33% | Q2 2013 | Q1 2014 | 4 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
Vantage Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Disciplined Investments, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GFS Advisors, LLC | 2 | 1 | 0.18% | 0.42% | 0.87% | Q1 2014 | Q3 2018 | 3 |
INVERNESS COUNSEL LLC /NY/ | 2 | 1 | 0.04% | 0.06% | 0.07% | Q4 2016 | Q3 2022 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q1 2016 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Chicago Partners Investment Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
TRUST CO OF VERMONT | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Laurel Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
JAG CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.07% | 0.15% | 0.22% | Q4 2022 | Q2 2023 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 1.95% | 2.39% | 2.68% | Q1 2018 | Q3 2018 | 3 |
Crosspoint Capital Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Commonwealth Equity Services, Inc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Jackson, Grant Investment Advisers, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 3 |
Freedom Investment Management, Inc. | 3 | 3 | 0.14% | 0.19% | 0.26% | Q1 2023 | Q3 2023 | 3 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 3 |
HWG Holdings LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 3 |
Canal Capital Management, LLC | 3 | 3 | 0.14% | 0.18% | 0.21% | Q2 2022 | Q4 2022 | 3 |
MGO ONE SEVEN LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
BERKSHIRE CAPITAL HOLDINGS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
WFG Advisors, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Triton Wealth Management, PLLC | 3 | 3 | 0.18% | 0.22% | 0.24% | Q3 2021 | Q1 2022 | 3 |
Realta Investment Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Vontobel Holding Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 2 |
XR Securities LLC | 1 | 1 | 0.14% | 0.19% | 0.24% | Q3 2022 | Q3 2022 | 2 |
Empirical Finance, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 |
Tradeworx Inc. | 1 | 1 | 0.14% | 0.29% | 0.44% | Q1 2013 | Q1 2014 | 2 |
DT Investment Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
K.J. Harrison & Partners Inc | 2 | 2 | 0.08% | 0.19% | 0.30% | Q1 2021 | Q2 2021 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Aviance Capital Partners, LLC | 1 | 1 | 0.16% | 0.21% | 0.25% | Q2 2014 | Q4 2014 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.05% | 0.15% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Menard Financial Group LLC | 1 | 1 | 0.26% | 0.27% | 0.28% | Q4 2020 | Q1 2022 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Clay Northam Wealth Management, LLC | 2 | 2 | 0.23% | 0.31% | 0.38% | Q4 2021 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Q3 Asset Management | 1 | 1 | 0.55% | 2.14% | 3.73% | Q2 2018 | Q3 2023 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.09% | 0.13% | 0.17% | Q3 2014 | Q1 2015 | 2 |
INSIGHT 2811, INC. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2021 | Q3 2021 | 2 |
Insight Inv LLC | 1 | 1 | 0.10% | 0.14% | 0.19% | Q4 2021 | Q2 2022 | 2 |
Advisor Resource Council | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 2 |
Partnervest Advisory Services LLC | 1 | 1 | 0.00% | 0.12% | 0.24% | Q2 2013 | Q1 2020 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Bayesian Capital Management, LP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Activest Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 3.69% | 5.33% | 6.98% | Q4 2018 | Q3 2022 | 2 |
Hutchens & Kramer Investment Management Group, LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q4 2021 | Q1 2022 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 2 |
Johnson Midwest Financial, LLC | 2 | 2 | 0.29% | 0.29% | 0.30% | Q3 2021 | Q4 2021 | 2 |
CLEAR STREET MARKETS LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.25% | 0.32% | 0.39% | Q1 2017 | Q4 2018 | 2 |
Bernardo Wealth Planning LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q4 2020 | 2 |
Kohmann Bosshard Financial Services, LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q1 2023 | Q2 2023 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q3 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q3 2017 | Q1 2020 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2019 | Q4 2019 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Potomac Capital Management, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
HOWARD CAPITAL MANAGEMENT | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2013 | Q1 2013 | 1 |
Allston Trading LLC | 1 | 1 | 3.63% | 3.63% | 3.63% | Q3 2014 | Q3 2014 | 1 |
Cornerstone Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Galvin, Gaustad & Stein, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Trexquant Investment LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
RAYMOND JAMES & ASSOCIATES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2019 | Q1 2019 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
MANAGED ASSET PORTFOLIOS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ACT Advisors, LLC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Savant Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2015 | Q3 2015 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2021 | Q3 2021 | 1 |
West Branch Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 5.17% | 5.17% | 5.17% | Q1 2015 | Q1 2015 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2014 | Q4 2014 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2016 | Q4 2016 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MONETARY MANAGEMENT GROUP INC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2018 | Q2 2018 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cadent Capital Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
James J. Burns & Company, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
JTC Employer Solutions Trustee Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2015 | Q2 2015 | 1 |
Adams Wealth Management | 1 | 1 | 6.06% | 6.06% | 6.06% | Q4 2019 | Q4 2019 | 1 |
Biondo Investment Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
GEMS MANAGEMENT LTD | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2013 | Q3 2013 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Hedeker Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Strategic Wealth Management Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Retirement Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2018 | Q1 2018 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BADGLEY PHELPS & BELL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
WADE G W & INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own PROSHARES TR or have owned PROSHARES TR in the past.