Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LEAVELL INVESTMENT MANAGEMENT, INC. | 54 | 54 | 0.09% | 0.69% | 3.80% | Q2 2010 | Q3 2023 | 54 |
Freedom Investment Management, Inc. | 43 | 43 | 0.15% | 0.43% | 0.84% | Q1 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.05% | 0.19% | 0.48% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 20 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Cambridge Investment Research Advisors, Inc. | 39 | 39 | 0.01% | 0.06% | 0.13% | Q1 2014 | Q3 2023 | 39 |
B. Riley Wealth Advisors, Inc. | 36 | 2 | 0.04% | 0.17% | 0.53% | Q1 2014 | Q3 2023 | 38 |
TOTH FINANCIAL ADVISORY CORP | 36 | 36 | 0.00% | 0.11% | 0.29% | Q4 2014 | Q3 2023 | 36 |
EVERMAY WEALTH MANAGEMENT LLC | 24 | 12 | 0.04% | 0.16% | 0.75% | Q4 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 18 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 35 |
Bienville Capital Management, LLC | 34 | 34 | 0.03% | 0.09% | 0.27% | Q2 2015 | Q3 2023 | 34 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 33 | 33 | 0.08% | 0.28% | 0.64% | Q3 2015 | Q3 2023 | 33 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 33 |
CWM, LLC | 24 | 8 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 32 |
Allworth Financial LP | 32 | 32 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2022 | 32 |
HighTower Advisors, LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.01% | 0.03% | 0.29% | Q4 2015 | Q3 2023 | 32 |
Legacy Private Trust Co. | 26 | 4 | 0.19% | 1.29% | 2.88% | Q1 2015 | Q3 2023 | 30 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.02% | 0.23% | Q2 2013 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 28 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.68% | 2.02% | Q1 2016 | Q4 2022 | 28 |
AJ WEALTH STRATEGIES, LLC | 27 | 27 | 0.07% | 0.21% | 0.67% | Q4 2016 | Q2 2023 | 27 |
Bank of New York Mellon Corp | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q4 2019 | 27 |
STIFEL FINANCIAL CORP | 23 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 27 |
CITIGROUP INC | 26 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2021 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.06% | 0.15% | Q4 2016 | Q3 2023 | 27 |
Capital Asset Advisory Services LLC | 16 | 1 | 0.02% | 3.72% | 19.86% | Q4 2015 | Q3 2023 | 27 |
COMERICA BANK | 24 | 1 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q3 2023 | 26 |
Cetera Advisor Networks LLC | 24 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 25 |
EVERGREEN CAPITAL MANAGEMENT LLC | 25 | 25 | 0.03% | 0.09% | 0.31% | Q3 2017 | Q3 2023 | 25 |
MML INVESTORS SERVICES, LLC | 23 | 2 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q3 2023 | 25 |
First Allied Advisory Services, Inc. | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2020 | 25 |
Raymond James Financial Services Advisors, Inc. | 14 | 11 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 25 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 25 |
Regis Management CO LLC | 24 | 24 | 0.10% | 0.14% | 0.20% | Q1 2017 | Q4 2022 | 24 |
IFP Advisors, Inc | 8 | 4 | 0.00% | 0.04% | 0.16% | Q4 2015 | Q4 2022 | 24 |
Merit Financial Group, LLC | 24 | 24 | 0.02% | 9.97% | 29.53% | Q4 2017 | Q3 2023 | 24 |
Brinker Capital Investments, LLC | 24 | 24 | 0.00% | 0.12% | 0.22% | Q2 2013 | Q1 2019 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.08% | 0.10% | 0.12% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.19% | 0.89% | 3.00% | Q4 2017 | Q3 2023 | 24 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 24 | 24 | 0.05% | 0.83% | 2.35% | Q4 2017 | Q3 2023 | 24 |
Gradient Investments LLC | 17 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 23 |
Baird Financial Group, Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.01% | 0.11% | Q1 2014 | Q2 2022 | 21 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.06% | 0.13% | Q4 2017 | Q3 2022 | 20 |
Financial Architects, Inc | 18 | 2 | 0.01% | 0.02% | 0.09% | Q1 2015 | Q2 2020 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.06% | 0.16% | 0.49% | Q4 2018 | Q3 2023 | 20 |
Geneos Wealth Management Inc. | 19 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q1 2021 | 20 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 19 | 0.06% | 0.22% | 0.54% | Q4 2016 | Q2 2021 | 19 |
B. Riley Wealth Management, Inc. | 16 | 3 | 0.02% | 1.31% | 2.91% | Q4 2014 | Q2 2022 | 19 |
Cetera Advisors LLC | 19 | 19 | 0.03% | 0.05% | 0.10% | Q1 2014 | Q3 2018 | 19 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2019 | 19 |
SPINNAKER TRUST | 19 | 19 | 0.09% | 0.25% | 0.43% | Q3 2014 | Q1 2019 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
FMR LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Advisory Services Network, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2023 | 18 |
Plante Moran Financial Advisors, LLC | 18 | 18 | 0.04% | 0.07% | 0.08% | Q2 2015 | Q3 2019 | 18 |
ATLAS CAPITAL ADVISORS LLC | 18 | 18 | 0.11% | 0.19% | 0.45% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Portfolio Strategies, Inc. | 9 | 8 | 0.37% | 1.72% | 3.16% | Q4 2017 | Q1 2023 | 17 |
GILL CAPITAL PARTNERS, LLC | 16 | 1 | 1.79% | 3.03% | 5.48% | Q4 2018 | Q4 2023 | 17 |
RDA Financial Network | 14 | 1 | 0.09% | 0.12% | 0.15% | Q1 2019 | Q3 2023 | 17 |
Cresset Asset Management, LLC | 13 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
Endurance Wealth Management, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 16 |
Apexium Financial, LP | 16 | 16 | 0.24% | 1.18% | 5.19% | Q4 2019 | Q3 2023 | 16 |
HHM Wealth Advisors, LLC | 16 | 16 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Cypress Wealth Advisors LLC | 16 | 16 | 0.90% | 1.63% | 2.66% | Q2 2015 | Q1 2019 | 16 |
Winslow, Evans & Crocker, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q4 2016 | 15 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 15 |
WealthPLAN Partners, LLC | 10 | 5 | 0.03% | 0.04% | 0.08% | Q4 2019 | Q4 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Concert Wealth Management Inc. | 14 | 14 | 0.07% | 0.21% | 0.52% | Q2 2013 | Q3 2016 | 14 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
Belpointe Asset Management LLC | 10 | 1 | 0.00% | 0.03% | 0.11% | Q3 2018 | Q1 2023 | 13 |
Stonebridge Capital Advisors LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 13 |
AMERIPRISE FINANCIAL INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
COMERICA SECURITIES INC | 11 | 1 | 0.62% | 1.01% | 2.39% | Q4 2014 | Q4 2018 | 13 |
Maple Capital Management, Inc. | 12 | 12 | 0.05% | 0.07% | 0.10% | Q1 2017 | Q4 2019 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2022 | 12 |
MAI Capital Management | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
IHT Wealth Management, LLC | 8 | 4 | 0.05% | 0.10% | 0.16% | Q4 2017 | Q4 2020 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 1.51% | 2.18% | 3.49% | Q4 2020 | Q3 2023 | 12 |
PACIFIC FINANCIAL GROUP INC | 7 | 1 | 0.06% | 4.90% | 20.52% | Q2 2014 | Q3 2019 | 12 |
JPMORGAN CHASE & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
ROTHSCHILD INVESTMENT LLC /IL | 11 | 11 | 0.09% | 0.11% | 0.13% | Q2 2015 | Q4 2017 | 11 |
Cetera Investment Advisers | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Commonwealth Equity Services, Inc | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 11 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2020 | 10 |
WESTPORT RESOURCES MANAGEMENT INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2015 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Providence Capital Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2020 | 10 |
Patten Group, Inc. | 10 | 10 | 0.05% | 0.12% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Summer Investments, Inc. | 10 | 10 | 0.00% | 0.09% | 0.27% | Q3 2013 | Q4 2015 | 10 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q3 2017 | 9 |
Newfound Research LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 9 |
Capital Market Strategies LLC | 9 | 9 | 1.08% | 1.24% | 2.02% | Q4 2021 | Q4 2023 | 9 |
CENTAURUS FINANCIAL, INC. | 9 | 9 | 0.08% | 0.15% | 0.24% | Q4 2017 | Q4 2019 | 9 |
American Financial Network Advisory Services LLC | 9 | 9 | 0.37% | 0.88% | 1.22% | Q3 2017 | Q3 2019 | 9 |
Sound Income Strategies, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.08% | 0.10% | 0.15% | Q4 2019 | Q4 2021 | 9 |
AMG Funds LLC | 9 | 9 | 1.20% | 2.44% | 5.10% | Q3 2016 | Q3 2018 | 9 |
Regal Investment Advisors LLC | 7 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2015 | 9 |
AlphaStar Capital Management, LLC | 9 | 9 | 0.09% | 0.22% | 0.38% | Q4 2017 | Q4 2019 | 9 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2016 | 9 |
OPPENHEIMER & CO INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 8 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 5 | 3 | 0.08% | 0.12% | 0.17% | Q1 2021 | Q3 2023 | 8 |
Eudaimonia Partners, LLC | 7 | 1 | 0.11% | 0.17% | 0.25% | Q1 2020 | Q1 2022 | 8 |
Perennial Investment Advisors, LLC | 8 | 8 | 0.05% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Burt Wealth Advisors | 8 | 8 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q4 2018 | 8 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.04% | 0.10% | Q3 2014 | Q2 2020 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
FIFTH THIRD BANCORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 8 |
TRUIST FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
CUE ADVISORY SERVICES, INC. | 8 | 8 | 0.20% | 0.26% | 0.34% | Q4 2014 | Q3 2016 | 8 |
WASHINGTON TRUST BANK | 7 | 7 | 0.02% | 0.05% | 0.06% | Q1 2014 | Q3 2015 | 7 |
AE Wealth Management LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Aston Asset Management, LLC | 7 | 7 | 3.71% | 5.54% | 8.76% | Q4 2014 | Q2 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.08% | 0.19% | Q2 2013 | Q4 2014 | 7 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 7 | 0.03% | 0.04% | 0.08% | Q4 2013 | Q2 2015 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2016 | 7 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
SYNOVUS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Cognios Capital, LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q4 2016 | Q1 2018 | 6 |
Integrated Wealth Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 6 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
COMERICA SECURITIES,INC. | 5 | 5 | 0.03% | 0.65% | 0.85% | Q1 2019 | Q1 2020 | 5 |
PALLADIEM, LLC | 4 | 1 | 0.32% | 4.66% | 6.19% | Q4 2014 | Q4 2020 | 5 |
EP Wealth Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2017 | Q3 2018 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 5 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 2 | 0.03% | 0.03% | 0.05% | Q1 2021 | Q2 2022 | 5 |
BREITER CAPITAL MANAGEMENT INC | 4 | 1 | 0.54% | 0.60% | 0.66% | Q4 2017 | Q1 2019 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q2 2022 | 5 |
Equitable Holdings, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.01% | 0.25% | 0.89% | Q4 2020 | Q4 2022 | 4 |
FINANCIAL COUNSELORS INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q1 2015 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 0.49% | 0.59% | 0.72% | Q4 2022 | Q3 2023 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q3 2017 | Q2 2018 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 4 |
Sigma Planning Corp | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2014 | Q3 2015 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
Independent Advisor Alliance | 3 | 1 | 0.02% | 0.06% | 0.17% | Q4 2019 | Q4 2021 | 4 |
WEALTHSOURCE PARTNERS, LLC | 3 | 1 | 0.02% | 0.06% | 0.08% | Q2 2019 | Q4 2021 | 4 |
WFG Advisors, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
DEUTSCHE BANK AG\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Atria Wealth Solutions, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 3 |
Regis Acquisition Inc. | 3 | 3 | 0.40% | 0.42% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Personal Capital Advisors Corp | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 3 |
B. Riley Financial, Inc. | 2 | 1 | 0.10% | 0.11% | 0.11% | Q3 2017 | Q2 2018 | 3 |
Navis Wealth Advisors, LLC | 3 | 3 | 0.39% | 0.48% | 0.60% | Q1 2023 | Q3 2023 | 3 |
USCA RIA LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Sugarloaf Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
EUDAIMONIA ADVISORS LLC | 2 | 2 | 0.99% | 1.12% | 1.26% | Q4 2021 | Q1 2022 | 2 |
HT Partners LLC | 2 | 2 | 0.22% | 0.23% | 0.25% | Q1 2015 | Q2 2015 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.23% | 0.28% | 0.32% | Q4 2022 | Q1 2023 | 2 |
WEALTH EFFECTS LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Fluent Financial, LLC | 2 | 2 | 2.76% | 2.90% | 3.03% | Q2 2018 | Q3 2018 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 1.44% | 1.49% | 1.53% | Q3 2013 | Q4 2013 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Waldron Private Wealth LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q4 2013 | 2 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 1.45% | 1.50% | 1.55% | Q2 2023 | Q3 2023 | 2 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q1 2022 | 2 |
S.A. Mason LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Oakworth Capital, Inc. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2014 | Q1 2015 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Pacific Financial | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q1 2020 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.26% | 0.59% | 0.92% | Q4 2021 | Q1 2022 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
KWMG, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Clearstead Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2014 | Q4 2014 | 1 |
Galvin, Gaustad & Stein, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
SPROTT INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Nepsis Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
XR Securities LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Cerity Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2014 | Q4 2014 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
External links
This page lists all the filers that currently own PROSHARES TR or have owned PROSHARES TR in the past.