Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 116 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 109 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.16% | 0.81% | Q1 2014 | Q3 2023 | 99 |
Citadel Advisors | 29 | 1 | 0.00% | 0.02% | 0.09% | Q1 2014 | Q3 2023 | 92 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.23% | 1.47% | Q4 2015 | Q3 2023 | 89 |
WOLVERINE ASSET MANAGEMENT LLC | 27 | 27 | 0.00% | 0.72% | 4.09% | Q2 2015 | Q4 2021 | 77 |
Walleye Trading LLC | 15 | 12 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 68 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.09% | 0.28% | Q2 2016 | Q2 2023 | 66 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 58 |
HAP Trading, LLC | 10 | 1 | 0.00% | 0.06% | 0.26% | Q3 2016 | Q3 2023 | 45 |
HighTower Advisors, LLC | 25 | 10 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 43 |
MORGAN STANLEY | 40 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 19 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 40 |
UBS Group AG | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 39 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.20% | 0.73% | Q2 2013 | Q3 2023 | 39 |
ROYAL BANK OF CANADA | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
TRUST CO OF VERMONT | 27 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 34 |
TOTH FINANCIAL ADVISORY CORP | 31 | 2 | 0.08% | 0.37% | 0.68% | Q3 2014 | Q3 2023 | 33 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2022 | 33 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.01% | 0.09% | Q1 2016 | Q4 2023 | 32 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.02% | 0.12% | Q1 2013 | Q3 2023 | 31 |
XR Securities LLC | 14 | 1 | 0.00% | 0.16% | 0.94% | Q2 2019 | Q3 2023 | 31 |
Intercontinental Wealth Advisors, LLC | 16 | 14 | 0.08% | 0.84% | 2.80% | Q4 2015 | Q2 2023 | 30 |
CITIGROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
Capital Investment Advisors, LLC | 30 | 30 | 0.02% | 0.06% | 0.12% | Q3 2016 | Q4 2023 | 30 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.01% | 0.04% | 0.18% | Q4 2014 | Q3 2023 | 29 |
Bouchey Financial Group Ltd | 25 | 3 | 0.05% | 3.76% | 10.28% | Q4 2013 | Q1 2021 | 28 |
Jump Trading, LLC | 5 | 1 | 0.00% | 0.10% | 1.20% | Q2 2013 | Q4 2018 | 28 |
REILLY FINANCIAL ADVISORS, LLC | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2021 | 27 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.06% | 0.29% | Q2 2015 | Q3 2023 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 23 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 27 |
Capital Analysts, LLC | 17 | 1 | 0.00% | 0.05% | 0.08% | Q1 2014 | Q1 2021 | 27 |
DeDora Capital, Inc. | 24 | 24 | 0.68% | 2.17% | 6.76% | Q4 2017 | Q3 2023 | 24 |
GOLDMAN SACHS GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2012 | Q3 2023 | 24 |
Advisory Services Network, LLC | 14 | 1 | 0.00% | 0.02% | 0.14% | Q2 2016 | Q3 2023 | 22 |
BANK OF MONTREAL /CAN/ | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
DRW Securities, LLC | 6 | 1 | 0.01% | 0.47% | 4.06% | Q2 2016 | Q2 2023 | 20 |
SG Americas Securities, LLC | 15 | 1 | 0.00% | 0.13% | 0.56% | Q1 2014 | Q3 2023 | 20 |
Realta Investment Advisors | 19 | 19 | 0.00% | 0.38% | 0.88% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
PRELUDE CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.02% | 0.12% | Q3 2019 | Q3 2023 | 18 |
Sigma Planning Corp | 16 | 1 | 0.00% | 0.05% | 0.11% | Q4 2014 | Q2 2023 | 18 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 13 | 5 | 0.00% | 0.03% | 0.17% | Q1 2018 | Q3 2023 | 18 |
FLOW TRADERS U.S. LLC | 9 | 1 | 0.00% | 0.21% | 0.52% | Q3 2015 | Q3 2023 | 18 |
IMC-Chicago, LLC | 9 | 1 | 0.00% | 0.04% | 0.15% | Q4 2018 | Q3 2023 | 18 |
SP Asset Management | 10 | 7 | 0.08% | 0.37% | 1.01% | Q2 2018 | Q3 2022 | 17 |
Bank of New York Mellon Corp | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 17 |
Cetera Advisor Networks LLC | 17 | 17 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Virtu Financial LLC | 5 | 1 | 0.05% | 0.35% | 1.25% | Q2 2013 | Q4 2019 | 17 |
Harvest Investment Services, LLC | 11 | 2 | 0.16% | 0.66% | 3.51% | Q4 2018 | Q2 2023 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 17 |
HRT FINANCIAL LP | 14 | 1 | 0.05% | 0.29% | 0.74% | Q1 2018 | Q2 2023 | 17 |
HOEY INVESTMENTS, INC | 15 | 15 | 0.04% | 2.92% | 8.27% | Q1 2020 | Q3 2023 | 16 |
F3Logic, LLC | 10 | 6 | 0.02% | 0.50% | 4.88% | Q3 2018 | Q3 2022 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2019 | 16 |
Paragon Advisors, LLC | 16 | 16 | 1.63% | 15.07% | 23.15% | Q4 2019 | Q3 2023 | 16 |
IFP Advisors, Inc | 15 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2023 | 16 |
GFS Advisors, LLC | 8 | 7 | 0.92% | 1.41% | 2.38% | Q1 2014 | Q4 2017 | 15 |
COLONY GROUP LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 15 |
CastleArk Alternatives, LLC | 6 | 1 | 0.59% | 11.13% | 46.14% | Q1 2018 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Virtu KCG Holdings LLC | 5 | 2 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q2 2017 | 14 |
Qube Research & Technologies Ltd | 7 | 2 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 14 |
AE Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
Timber Hill LLC | 6 | 2 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q4 2017 | 14 |
HOWE & RUSLING INC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 14 |
WEALTH ADVISORS, INC. | 13 | 13 | 0.95% | 1.72% | 2.89% | Q1 2020 | Q1 2023 | 13 |
JPMORGAN CHASE & CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
CENTRAL TRUST Co | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 13 |
Lido Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 13 |
FIRST MIDWEST BANK TRUST DIVISION | 13 | 13 | 0.04% | 0.43% | 1.25% | Q4 2018 | Q4 2021 | 13 |
Canal Capital Management, LLC | 13 | 13 | 0.10% | 0.28% | 0.49% | Q3 2020 | Q3 2023 | 13 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 13 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.04% | 0.11% | Q1 2014 | Q2 2018 | 13 |
CAPTRUST FINANCIAL ADVISORS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 12 |
TOWNSQUARE CAPITAL LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
Triton Wealth Management, PLLC | 11 | 1 | 0.16% | 0.42% | 0.97% | Q2 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.08% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Jump Financial, LLC | 12 | 12 | 0.12% | 0.91% | 2.31% | Q4 2020 | Q3 2023 | 12 |
SALEM INVESTMENT COUNSELORS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SVB WEALTH LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 2 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 12 |
Wealth Architects, LLC | 7 | 5 | 0.04% | 0.07% | 0.13% | Q3 2020 | Q3 2023 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Probabilities Fund Management, LLC | 8 | 3 | 7.02% | 11.48% | 18.49% | Q1 2019 | Q4 2021 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 11 |
Private Ocean, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 11 |
TWO SIGMA ADVISERS, LP | 10 | 1 | 0.01% | 0.06% | 0.19% | Q3 2014 | Q2 2017 | 11 |
QCM Cayman, Ltd. | 6 | 2 | 0.08% | 0.31% | 0.59% | Q2 2013 | Q4 2020 | 11 |
Executive Wealth Management, LLC | 10 | 1 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 11 |
Mariner, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
JUMP TRADING, LLC | 5 | 5 | 0.03% | 1.95% | 19.57% | Q2 2019 | Q2 2020 | 11 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 10 |
K2 PRINCIPAL FUND, L.P. | 6 | 1 | 0.01% | 0.18% | 0.50% | Q1 2016 | Q1 2022 | 10 |
Larson Financial Group LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 10 |
Parkside Financial Bank & Trust | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
SteelPeak Wealth, LLC | 2 | 1 | 0.00% | 0.06% | 0.22% | Q1 2020 | Q3 2023 | 10 |
Parallel Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
US BANCORP \DE\ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 10 |
Sheaff Brock Investment Advisors, LLC | 6 | 1 | 0.05% | 0.11% | 0.19% | Q1 2020 | Q4 2022 | 10 |
PINNACLE ASSOCIATES LTD | 9 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 10 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
Sowell Financial Services LLC | 6 | 4 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 10 |
FIFTH THIRD BANCORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Johnson Midwest Financial, LLC | 6 | 1 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 9 |
Claraphi Advisory Network, LLC | 9 | 9 | 0.09% | 0.16% | 0.23% | Q2 2018 | Q2 2020 | 9 |
SRS Capital Advisors, Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 9 |
AdvisorNet Financial, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
Laurel Wealth Advisors, Inc. | 8 | 1 | 0.02% | 0.08% | 0.19% | Q3 2020 | Q4 2022 | 9 |
Financial Advocates Investment Management | 7 | 2 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 9 |
MURPHY CAPITAL MANAGEMENT INC | 8 | 1 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q1 2022 | 9 |
MADDEN SECURITIES Corp | 8 | 1 | 0.19% | 1.26% | 4.00% | Q2 2020 | Q4 2022 | 9 |
KEYBANK NATIONAL ASSOCIATION/OH | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Innova Wealth Partners | 6 | 3 | 0.24% | 0.30% | 0.40% | Q4 2020 | Q3 2023 | 9 |
BLAIR WILLIAM & CO/IL | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
UNITED MARITIME CAPITAL LLC | 8 | 8 | 2.49% | 4.80% | 8.11% | Q4 2020 | Q3 2022 | 8 |
Castleview Partners, LLC | 7 | 1 | 0.00% | 0.03% | 0.11% | Q2 2021 | Q3 2023 | 8 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 8 | 8 | 0.31% | 0.55% | 0.70% | Q1 2018 | Q4 2019 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
LPL Financial LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
Compagnie Lombard Odier SCmA | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 8 |
Laurel Wealth Advisors LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2020 | 8 |
Steward Partners Investment Advisory, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Pensionmark Financial Group, LLC | 8 | 8 | 0.08% | 0.32% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Carroll Financial Associates, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 8 |
Ausdal Financial Partners, Inc. | 8 | 8 | 0.31% | 0.40% | 0.50% | Q2 2017 | Q1 2019 | 8 |
Prime Capital Investment Advisors, LLC | 6 | 2 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 8 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.05% | 0.20% | Q2 2020 | Q1 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.40% | 0.70% | 1.15% | Q4 2021 | Q3 2023 | 8 |
Valeo Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 8 |
Merit Financial Group, LLC | 4 | 2 | 0.01% | 0.03% | 0.13% | Q1 2022 | Q3 2023 | 7 |
CLEAR INVESTMENT RESEARCH, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q2 2023 | 7 |
Crosspoint Capital Strategies, LLC | 3 | 1 | 0.00% | 4.20% | 21.41% | Q2 2017 | Q1 2022 | 7 |
SHEPHERD KAPLAN KROCHUK, LLC | 5 | 2 | 0.14% | 0.28% | 0.45% | Q4 2017 | Q3 2019 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
CMT TRADING LLC | 3 | 1 | 0.21% | 1.24% | 3.34% | Q1 2014 | Q3 2017 | 7 |
Financial Architects, Inc | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Mach-1 Financial Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.02% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Main Street Financial Solutions, LLC | 3 | 1 | 0.09% | 0.32% | 0.55% | Q4 2020 | Q3 2023 | 7 |
Cranbrook Wealth Management, LLC | 7 | 7 | 0.04% | 0.08% | 0.10% | Q1 2020 | Q3 2021 | 7 |
Barber Financial Group, Inc. | 3 | 1 | 0.04% | 0.06% | 0.09% | Q3 2018 | Q4 2020 | 7 |
GABLES CAPITAL MANAGEMENT INC. | 7 | 7 | 0.00% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
WELLS FARGO & COMPANY/MN | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 7 |
MPS Loria Financial Planners, LLC | 6 | 1 | 0.00% | 0.07% | 0.12% | Q2 2017 | Q3 2021 | 7 |
HSBC HOLDINGS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 7 |
Lindbrook Capital, LLC | 4 | 3 | 0.00% | 0.04% | 0.09% | Q2 2021 | Q3 2023 | 7 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
GAMBLE JONES INVESTMENT COUNSEL | 6 | 1 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q4 2021 | 7 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.03% | 0.07% | 0.14% | Q4 2017 | Q1 2023 | 6 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Capital Investment Counsel, Inc | 6 | 6 | 0.03% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 6 |
NATIONAL BANK OF CANADA /FI/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Mine & Arao Wealth Creation & Management, LLC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
FAS Wealth Partners, Inc. | 5 | 1 | 0.06% | 0.08% | 0.09% | Q4 2016 | Q3 2018 | 6 |
KWMG, LLC | 5 | 1 | 0.05% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 6 |
Arcus Capital Partners, LLC | 3 | 1 | 0.04% | 0.10% | 0.17% | Q3 2021 | Q3 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Purus Wealth Management, LLC | 6 | 6 | 0.18% | 0.38% | 0.57% | Q4 2020 | Q1 2022 | 6 |
Beacon Capital Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
BROWN ADVISORY INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
TRUIST FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
TRUE Private Wealth Advisors | 3 | 1 | 0.01% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 6 |
Weaver Consulting Group | 5 | 1 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q3 2020 | 6 |
RPg Family Wealth Advisory, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 6 |
TB Alternative Assets Ltd. | 6 | 6 | 6.15% | 7.67% | 10.16% | Q2 2022 | Q3 2023 | 6 |
Rodgers & Associates, LTD | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Newbridge Financial Services Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
TCI Wealth Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q1 2023 | 6 |
OPTIMUM INVESTMENT ADVISORS | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 6 |
BerganKDV Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 6 |
BECK CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.17% | 0.92% | 2.05% | Q3 2018 | Q1 2020 | 6 |
MONEY CONCEPTS CAPITAL CORP | 4 | 2 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q4 2022 | 6 |
Jane Street Holding, LLC | 3 | 3 | 0.02% | 0.14% | 0.60% | Q2 2013 | Q4 2013 | 6 |
Accuvest Global Advisors | 6 | 6 | 0.23% | 0.29% | 0.39% | Q2 2022 | Q3 2023 | 6 |
Providence Capital Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 6 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Horiko Capital Management LLC | 5 | 5 | 0.60% | 1.48% | 1.91% | Q1 2021 | Q1 2022 | 5 |
GODSEY & GIBB, INC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2022 | Q3 2023 | 5 |
St. James Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
BANK OF NOVA SCOTIA | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Sloy Dahl & Holst, LLC | 4 | 1 | 0.05% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 5 |
BREWIN DOLPHIN LTD | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2019 | 5 |
OLD NATIONAL BANCORP /IN/ | 4 | 1 | 0.04% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 5 |
Covestor Ltd | 3 | 2 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 5 |
Hillsdale Investment Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
WT Asset Management Ltd | 3 | 1 | 0.64% | 3.71% | 9.42% | Q4 2018 | Q3 2021 | 5 |
NorthRock Partners, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Aveo Capital Partners, LLC | 2 | 1 | 0.05% | 0.14% | 0.39% | Q1 2021 | Q3 2023 | 5 |
CHASE INVESTMENT COUNSEL CORP | 5 | 5 | 0.26% | 0.37% | 0.52% | Q4 2018 | Q4 2019 | 5 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2020 | 5 |
Cerity Partners LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
CANTOR FITZGERALD, L. P. | 5 | 5 | 0.12% | 0.58% | 0.91% | Q3 2022 | Q3 2023 | 5 |
Baird Financial Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Tempus Wealth Planning, LLC | 5 | 5 | 0.12% | 0.16% | 0.18% | Q3 2022 | Q3 2023 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 5 |
ORACLE INVESTMENT MANAGEMENT INC | 5 | 5 | 0.30% | 1.10% | 2.89% | Q2 2022 | Q2 2023 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 5 |
DFPG INVESTMENTS, LLC | 3 | 2 | 0.02% | 0.07% | 0.15% | Q1 2022 | Q3 2023 | 5 |
Clarity Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.11% | 0.19% | Q1 2023 | Q3 2023 | 5 |
Coastal Bridge Advisors, LLC | 4 | 4 | 0.05% | 0.07% | 0.11% | Q2 2021 | Q1 2022 | 4 |
Bayesian Capital Management, LP | 2 | 1 | 0.08% | 0.12% | 0.22% | Q3 2017 | Q2 2019 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.87% | 3.24% | Q2 2023 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 0.08% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Rise Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q2 2022 | Q2 2023 | 4 |
Socha Financial Group, LLC | 2 | 1 | 0.27% | 0.33% | 0.38% | Q4 2021 | Q3 2023 | 4 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.03% | 0.17% | 0.44% | Q4 2016 | Q4 2022 | 4 |
Greystone Financial Group, LLC | 4 | 4 | 0.11% | 0.22% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Silverleafe Capital Partners, LLC | 4 | 4 | 0.33% | 0.97% | 1.42% | Q1 2021 | Q4 2021 | 4 |
KANAWHA CAPITAL MANAGEMENT LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 0.31% | 0.48% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Valentine Capital Asset Management, Inc. | 3 | 1 | 0.05% | 0.27% | 0.91% | Q2 2013 | Q2 2014 | 4 |
Clear Harbor Asset Management, LLC | 2 | 1 | 0.02% | 0.06% | 0.15% | Q2 2021 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Crew Capital Management, Ltd. | 4 | 4 | 0.64% | 2.46% | 4.07% | Q1 2021 | Q4 2021 | 4 |
Ranch Capital Advisors Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 4 |
Private Capital Management, LLC | 2 | 1 | 0.18% | 0.26% | 0.37% | Q3 2021 | Q3 2022 | 4 |
Dynamic Advisor Solutions LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 4 |
CPR Investments Inc. | 2 | 2 | 0.53% | 8.37% | 17.70% | Q4 2021 | Q3 2023 | 4 |
Elite Wealth Management, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2013 | Q4 2013 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Hoffman, Alan N Investment Management | 4 | 4 | 0.20% | 0.23% | 0.28% | Q1 2023 | Q4 2023 | 4 |
McElhenny Sheffield Capital Management, LLC | 2 | 2 | 4.02% | 5.76% | 8.37% | Q4 2021 | Q2 2023 | 4 |
CMT Asset Management Ltd | 4 | 4 | 0.04% | 0.06% | 0.07% | Q1 2013 | Q4 2013 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q3 2018 | 4 |
Wagner Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 4 |
NEXPOINT ASSET MANAGEMENT, L.P. | 4 | 4 | 0.25% | 0.86% | 1.56% | Q2 2022 | Q1 2023 | 4 |
Gradient Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Cambridge Investment Research Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2023 | 4 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Wealth Alliance Advisory Group, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Applied Capital LLC | 4 | 4 | 0.28% | 0.32% | 0.37% | Q1 2021 | Q4 2021 | 4 |
Versant Capital Management, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Raymond James Financial Services Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 4 |
True North Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q1 2022 | 4 |
Prosperity Wealth Management, Inc. | 4 | 4 | 5.37% | 16.91% | 24.22% | Q4 2022 | Q3 2023 | 4 |
Erickson Financial Group, LLC | 2 | 2 | 0.20% | 0.24% | 0.27% | Q4 2021 | Q3 2023 | 4 |
FIL Ltd | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.16% | 0.30% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Horan Securities, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 4 |
BlackRock Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 4 |
Founders Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Bogart Wealth, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Mendota Financial Group, LLC | 2 | 1 | 0.01% | 0.12% | 0.19% | Q4 2022 | Q3 2023 | 3 |
FNY Investment Advisers, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Cassaday & Co Wealth Management LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q4 2018 | 3 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q4 2022 | 3 |
PITTENGER & ANDERSON INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.07% | 0.12% | 0.16% | Q3 2018 | Q4 2022 | 3 |
HWG Holdings LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 3 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2021 | 3 |
Stuart Chaussee & Associates, Inc. | 2 | 1 | 0.74% | 1.15% | 1.56% | Q1 2019 | Q2 2020 | 3 |
Alpha Cubed Investments, LLC | 2 | 1 | 0.31% | 0.44% | 0.65% | Q4 2014 | Q3 2016 | 3 |
Beaird Harris Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.02% | 0.06% | 0.12% | Q2 2022 | Q4 2022 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 3 |
Glassman Wealth Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Orion Portfolio Solutions, LLC | 2 | 1 | 0.00% | 0.08% | 0.18% | Q1 2020 | Q4 2021 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 3 |
Segment Wealth Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Cedar Wealth Management, LLC | 2 | 1 | 0.02% | 0.09% | 0.17% | Q4 2022 | Q3 2023 | 3 |
Crow Point Partners, LLC | 3 | 3 | 0.02% | 0.06% | 0.11% | Q3 2017 | Q1 2018 | 3 |
Ironwood Financial, llc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 3 |
Hudock, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 3 |
Everhart Financial Group, Inc. | 2 | 1 | 0.13% | 0.15% | 0.16% | Q2 2021 | Q1 2022 | 3 |
Visionary Wealth Advisors | 2 | 1 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q2 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q4 2023 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 3 |
GFG Capital, LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q2 2023 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 3 |
EMORY UNIVERSITY | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2011 | Q4 2011 | 3 |
Joseph P. Lucia & Associates, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q4 2020 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
25 LLC | 3 | 3 | 0.15% | 0.18% | 0.21% | Q1 2023 | Q3 2023 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Fortitude Advisory Group L.L.C. | 2 | 1 | 0.00% | 0.07% | 0.16% | Q4 2021 | Q1 2023 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Concert Wealth Management Inc. | 3 | 3 | 0.04% | 0.06% | 0.10% | Q4 2014 | Q2 2015 | 3 |
JTC Employer Solutions Trustee Ltd | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Beech Hill Advisors, Inc. | 2 | 1 | 0.13% | 0.27% | 0.52% | Q4 2014 | Q3 2015 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.08% | 0.10% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Portfolio Strategies Inc | 1 | 1 | 0.42% | 3.16% | 4.84% | Q4 2013 | Q4 2017 | 3 |
MILLER VALUE PARTNERS, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2018 | Q3 2018 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2017 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.74% | 0.98% | 1.14% | Q1 2023 | Q3 2023 | 3 |
CTC LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Activest Wealth Management | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Wealth Management Solutions, LLC | 3 | 3 | 0.13% | 0.30% | 0.48% | Q4 2021 | Q2 2022 | 3 |
Apollon Wealth Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2022 | 3 |
Fortress Wealth Group, LLC | 3 | 3 | 0.15% | 0.17% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Professional Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 3 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 3 |
Integrated Wealth Concepts LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q2 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2018 | 3 |
Banque Cantonale Vaudoise | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Edgestream Partners, L.P. | 3 | 3 | 0.20% | 0.38% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Weiss Multi-Strategy Advisers LLC | 3 | 3 | 0.06% | 0.10% | 0.14% | Q1 2022 | Q3 2022 | 3 |
Rollins Financial | 3 | 3 | 0.22% | 1.07% | 1.90% | Q1 2023 | Q3 2023 | 3 |
SMITH CHAS P & ASSOCIATES PA CPAS | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
PayPay Securities Corp | 3 | 3 | 3.06% | 4.28% | 5.33% | Q1 2023 | Q3 2023 | 3 |
Family Capital Management, Inc. | 3 | 3 | 0.14% | 0.18% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INVESTMENT HOUSE LLC | 2 | 2 | 0.04% | 0.13% | 0.22% | Q2 2021 | Q3 2021 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.42% | 0.86% | 1.30% | Q2 2020 | Q3 2020 | 2 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FORT PITT CAPITAL GROUP, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ancora Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.18% | 0.32% | 0.45% | Q1 2020 | Q2 2020 | 2 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Tuttle Capital Management, LLC | 2 | 2 | 2.13% | 2.80% | 3.47% | Q1 2020 | Q2 2020 | 2 |
Linscomb & Williams, Inc. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q1 2018 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Hartford Financial Management Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 2 |
PEAPACK GLADSTONE FINANCIAL CORP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CUTLER INVESTMENT COUNSEL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2023 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
FIRST HORIZON CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
MAPLE SECURITIES USA INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2020 | 2 |
DOPKINS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.33% | 0.35% | 0.38% | Q4 2021 | Q1 2022 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q1 2016 | Q2 2016 | 2 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q1 2021 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2014 | 2 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q4 2022 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q1 2022 | 2 |
Howard Capital Management Inc. | 2 | 2 | 4.08% | 4.45% | 4.82% | Q3 2021 | Q4 2021 | 2 |
Traynor Capital Management, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
TFC Financial Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Warren Street Wealth Advisors, LLC | 2 | 2 | 0.18% | 0.20% | 0.21% | Q3 2022 | Q4 2022 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q4 2018 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Impala Asset Management LLC | 1 | 1 | 0.62% | 1.13% | 1.64% | Q2 2021 | Q3 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2023 | 2 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Hexagon Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
WFG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 2 |
Viewpoint Capital Management LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Jackson Wealth Management, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q4 2021 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Liberty Capital Management, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Nalls Sherbakoff Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MSI Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Trinity Legacy Partners, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Vienna Asset Management LLC | 1 | 1 | 0.05% | 0.63% | 1.21% | Q4 2021 | Q3 2022 | 2 |
Deer Park Road Corp | 2 | 2 | 0.29% | 1.10% | 1.92% | Q1 2020 | Q2 2020 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2023 | Q3 2023 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2015 | Q1 2015 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Knuff & Co LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Leonard Capital Management, Inc. | 1 | 1 | 2.49% | 2.49% | 2.49% | Q4 2015 | Q4 2015 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Ridgewood Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q1 2021 | 1 |
LMR Partners LLP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2023 | Q2 2023 | 1 |
PICKERING ENERGY PARTNERS LP | 1 | 1 | 6.89% | 6.89% | 6.89% | Q2 2023 | Q2 2023 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2022 | Q1 2022 | 1 |
HERON FINANCIAL GROUP, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
HHLR ADVISORS, LTD. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
StoneX Group Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Adams Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
L & S Advisors Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Main Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Condire Management, LP | 1 | 1 | 2.10% | 2.10% | 2.10% | Q1 2021 | Q1 2021 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
DUNCKER STREETT & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Narus Financial Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Westpark Management, LLC | 1 | 1 | 5.13% | 5.13% | 5.13% | Q3 2022 | Q3 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DeGreen Capital Management LLC | 1 | 1 | 1.88% | 1.88% | 1.88% | Q4 2013 | Q4 2013 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Physician Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 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% | Q4 2021 | Q4 2021 | 1 |
Aviance Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2014 | Q3 2014 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2020 | Q3 2020 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Islet Management, LP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2022 | Q3 2022 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ibex Investors LLC | 1 | 1 | 3.46% | 3.46% | 3.46% | Q2 2022 | Q2 2022 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Trellus Management Company, LLC | 1 | 1 | 2.62% | 2.62% | 2.62% | Q1 2018 | Q1 2018 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ESG Planning | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2022 | Q4 2022 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FLC Capital Advisors | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Franchise Capital Ltd | 1 | 1 | 3.64% | 3.64% | 3.64% | Q1 2023 | Q1 2023 | 1 |
Canvas Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
WMG Financial Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
EHP Funds Inc. | 1 | 1 | 1.37% | 1.37% | 1.37% | Q3 2022 | Q3 2022 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Birch Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Sante Capital Fund, LP | 1 | 1 | 28.25% | 28.25% | 28.25% | Q2 2021 | Q2 2021 | 1 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
AXS Investments LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
THAMES CAPITAL MANAGEMENT LLC | 1 | 1 | 4.08% | 4.08% | 4.08% | Q2 2022 | Q2 2022 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
CAPITAL PERFORMANCE ADVISORS LLP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Airain ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q4 2021 | Q4 2021 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Zullo Investment Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
HOWARD FINANCIAL SERVICES, LTD. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
PFS Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Members Advisory Group LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Private Capital Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
RBF Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Retirement Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Yong Rong (HK) Asset Management Ltd | 1 | 1 | 10.27% | 10.27% | 10.27% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Paracle Advisors, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2020 | Q4 2020 | 1 |
LYNCH & ASSOCIATES/IN | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MAS Advisors LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MOSELEY INVESTMENT MANAGEMENT INC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2020 | Q2 2020 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2021 | Q3 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Covenant Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own PROSHARES TR or have owned PROSHARES TR in the past.