Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 90 |
JANE STREET GROUP, LLC | 18 | 4 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 58 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 53 |
Cutler Group LLC / CA | 18 | 2 | 0.00% | 0.00% | 0.06% | Q2 2016 | Q3 2023 | 43 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Horrell Capital Management, Inc. | 42 | 42 | 0.05% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 37 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 31 | 2 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 31 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 39 |
Parallax Volatility Advisers, L.P. | 19 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.04% | Q4 2014 | Q3 2023 | 37 |
CAPTRUST FINANCIAL ADVISORS | 15 | 1 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q3 2023 | 36 |
Hudock, Inc. | 35 | 35 | 0.00% | 0.16% | 1.37% | Q2 2013 | Q4 2021 | 35 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.01% | 0.10% | 0.41% | Q2 2015 | Q2 2023 | 33 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 27 | 6 | 0.02% | 0.13% | 0.35% | Q2 2013 | Q3 2023 | 33 |
BLAIR WILLIAM & CO/IL | 30 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 33 |
ENVESTNET ASSET MANAGEMENT INC | 27 | 5 | 0.00% | 0.08% | 0.31% | Q2 2013 | Q2 2022 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.14% | Q1 2016 | Q3 2023 | 31 |
Avior Wealth Management, LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
BANK OF AMERICA CORP /DE/ | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 31 | 31 | 0.09% | 0.25% | 0.63% | Q1 2016 | Q3 2023 | 31 |
CITIGROUP INC | 16 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q4 2019 | 27 |
FIFTH THIRD BANCORP | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
JPMORGAN CHASE & CO | 11 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
ALTFEST L J & CO INC | 26 | 26 | 0.04% | 0.09% | 0.19% | Q3 2016 | Q4 2022 | 26 |
Jefferies Group LLC | 10 | 2 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2022 | 26 |
MCDONALD CAPITAL INVESTORS INC/CA | 20 | 6 | 0.02% | 0.07% | 0.15% | Q4 2014 | Q3 2021 | 26 |
Baird Financial Group, Inc. | 15 | 3 | 0.00% | 0.04% | 0.09% | Q2 2015 | Q3 2023 | 25 |
SSI INVESTMENT MANAGEMENT LLC | 13 | 11 | 0.08% | 0.23% | 0.53% | Q4 2016 | Q3 2023 | 24 |
RAYMOND JAMES & ASSOCIATES | 17 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2019 | 22 |
Kohlberg Kravis Roberts & Co. L.P. | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2022 | 22 |
HighTower Advisors, LLC | 14 | 7 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2023 | 21 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 21 | 21 | 0.03% | 0.07% | 0.12% | Q4 2013 | Q4 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
PNC FINANCIAL SERVICES GROUP, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2018 | 20 |
CIBC WORLD MARKET INC. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.03% | 0.42% | Q4 2013 | Q4 2022 | 20 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 20 | 20 | 0.00% | 0.04% | 0.15% | Q2 2015 | Q1 2020 | 20 |
Cambridge Investment Research Advisors, Inc. | 16 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2019 | 20 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q2 2023 | 20 |
BARCLAYS PLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 19 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q4 2019 | 19 |
1834 INVESTMENT ADVISORS CO | 18 | 1 | 0.04% | 0.22% | 0.32% | Q3 2015 | Q3 2020 | 19 |
Barrington Strategic Wealth Management Group LLC | 18 | 18 | 1.65% | 3.46% | 7.79% | Q2 2013 | Q3 2017 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
WHITTIER TRUST CO OF NEVADA INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
ROBINSON CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.04% | 0.14% | Q4 2015 | Q1 2020 | 18 |
OPPENHEIMER & CO INC | 10 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2023 | 17 |
Renaissance Technologies | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
Dynamic Advisor Solutions LLC | 5 | 1 | 0.00% | 0.79% | 4.30% | Q4 2013 | Q3 2023 | 17 |
Alexandria Capital, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q2 2023 | 17 |
A. D. Beadell Investment Counsel, Inc. | 10 | 6 | 0.27% | 1.01% | 2.75% | Q3 2017 | Q2 2022 | 16 |
Steward Partners Investment Advisory, LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2021 | 15 |
WFG Advisors, LP | 11 | 4 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q2 2017 | 15 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 15 |
Savior LLC | 15 | 15 | 0.06% | 2.95% | 8.96% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
FIRST INTERSTATE BANK | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 15 |
Tradewinds Capital Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 14 |
Advisor Group, Inc. | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 14 |
Mirae Asset Global Investments Co., Ltd. | 7 | 1 | 0.00% | 0.06% | 0.26% | Q1 2012 | Q2 2022 | 14 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 14 | 14 | 0.12% | 0.16% | 0.20% | Q2 2013 | Q3 2016 | 14 |
Alpha Cubed Investments, LLC | 9 | 5 | 0.05% | 0.15% | 0.34% | Q4 2013 | Q2 2018 | 14 |
Westside Investment Management, Inc. | 9 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2020 | 13 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 9 | 1 | 0.07% | 0.16% | 0.24% | Q4 2013 | Q3 2018 | 13 |
Ancora Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 13 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2022 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q2 2016 | 13 |
American Portfolios Advisors | 7 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 13 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2021 | 13 |
UBS AG | 6 | 6 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2014 | 13 |
DUBUQUE BANK & TRUST CO | 12 | 12 | 0.00% | 0.11% | 0.22% | Q2 2013 | Q1 2016 | 12 |
CHOREO, LLC | 11 | 1 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q1 2023 | 12 |
Kovack Advisors, Inc. | 7 | 1 | 0.00% | 0.58% | 3.64% | Q3 2013 | Q3 2023 | 12 |
Transamerica Financial Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 12 |
PITTENGER & ANDERSON INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HCR Wealth Advisors | 8 | 4 | 0.97% | 1.64% | 2.32% | Q4 2016 | Q4 2021 | 12 |
Private Advisor Group, LLC | 9 | 1 | 0.00% | 0.07% | 0.22% | Q4 2013 | Q2 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
AVIANCE CAPITAL MANAGEMENT, LLC | 10 | 2 | 0.01% | 0.21% | 0.51% | Q4 2015 | Q1 2019 | 12 |
TELEMUS CAPITAL, LLC | 12 | 12 | 0.01% | 0.11% | 0.25% | Q4 2017 | Q3 2020 | 12 |
Parallel Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BerganKDV Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
PRINCIPAL FINANCIAL GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Virtu Financial LLC | 5 | 1 | 0.01% | 0.29% | 0.89% | Q2 2013 | Q4 2018 | 12 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Sepio Capital, LP | 11 | 11 | 0.12% | 0.21% | 0.28% | Q1 2021 | Q3 2023 | 11 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 4 | 1 | 0.00% | 1.63% | 3.08% | Q4 2016 | Q4 2022 | 11 |
Nadler Financial Group, Inc. | 8 | 1 | 0.04% | 0.09% | 0.17% | Q4 2013 | Q4 2022 | 11 |
USA MUTUALS ADVISORS, INC. | 10 | 1 | 0.08% | 0.11% | 0.15% | Q3 2013 | Q2 2016 | 11 |
CULLEN/FROST BANKERS, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.02% | 0.04% | 0.08% | Q3 2013 | Q1 2016 | 11 |
Clal Insurance Enterprises Holdings Ltd | 4 | 3 | 0.00% | 0.11% | 0.53% | Q4 2015 | Q4 2018 | 11 |
IndexIQ Advisors LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 11 |
CENTRAL TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 2 | 1 | 0.01% | 0.13% | 0.36% | Q1 2013 | Q2 2021 | 11 |
K.J. Harrison & Partners Inc | 10 | 10 | 0.16% | 0.27% | 0.43% | Q2 2013 | Q3 2015 | 10 |
First Horizon Advisors, Inc. | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 10 |
IMC-Chicago, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 10 |
Sowell Financial Services LLC | 4 | 2 | 0.00% | 0.05% | 0.11% | Q3 2019 | Q2 2023 | 10 |
Advisors Preferred, LLC | 3 | 1 | 0.27% | 1.80% | 4.33% | Q4 2016 | Q3 2023 | 10 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q4 2016 | 10 |
Aldebaran Financial Inc. | 10 | 10 | 0.46% | 1.14% | 1.70% | Q4 2013 | Q1 2016 | 10 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q2 2021 | 10 |
EFG Asset Management (Americas) Corp. | 9 | 9 | 0.45% | 0.66% | 0.86% | Q4 2013 | Q4 2015 | 9 |
Deane Retirement Strategies, Inc. | 4 | 2 | 0.00% | 3.26% | 7.22% | Q1 2018 | Q3 2023 | 9 |
Stadion Money Management, LLC | 3 | 2 | 0.04% | 0.60% | 1.15% | Q2 2013 | Q2 2018 | 9 |
Mathes Company, Inc. | 9 | 9 | 0.10% | 0.14% | 0.26% | Q4 2016 | Q4 2018 | 9 |
MONTAG A & ASSOCIATES INC | 9 | 9 | 0.00% | 0.06% | 0.17% | Q1 2021 | Q1 2023 | 9 |
Tuttle Capital Management, LLC | 3 | 1 | 0.08% | 2.54% | 13.32% | Q1 2015 | Q1 2019 | 9 |
Hudson Capital Management LLC | 9 | 9 | 1.26% | 1.86% | 2.34% | Q4 2017 | Q4 2019 | 9 |
Stellar Capital Management, LLC | 9 | 9 | 1.00% | 1.10% | 1.24% | Q2 2017 | Q2 2019 | 9 |
Cowen Prime Services LLC | 9 | 9 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 9 |
Hedges Asset Management LLC | 8 | 8 | 0.25% | 0.33% | 0.39% | Q4 2021 | Q3 2023 | 8 |
SEGALL BRYANT & HAMILL, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
GOFEN & GLOSSBERG LLC /IL/ | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Rehmann Capital Advisory Group | 3 | 1 | 0.00% | 0.04% | 0.09% | Q4 2013 | Q2 2019 | 8 |
OPTIMUM INVESTMENT ADVISORS | 6 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2021 | 8 |
DEARBORN PARTNERS LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2015 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 8 | 0.01% | 0.06% | 0.08% | Q4 2016 | Q3 2018 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q1 2015 | 8 |
Cetera Advisor Networks LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q1 2013 | Q2 2022 | 8 |
CONNING INC. | 7 | 1 | 0.14% | 0.31% | 0.53% | Q2 2018 | Q2 2020 | 8 |
Brookstone Capital Management | 2 | 1 | 0.01% | 0.63% | 2.18% | Q4 2013 | Q2 2021 | 8 |
Tiller Private Wealth, Inc. | 8 | 8 | 3.16% | 3.47% | 4.44% | Q4 2015 | Q3 2017 | 8 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.38% | 2.23% | 4.49% | Q3 2013 | Q2 2015 | 8 |
First Eagle Investment Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Global Retirement Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 8 |
NORTHERN TRUST CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2021 | 7 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.02% | 0.11% | 0.35% | Q2 2013 | Q1 2018 | 7 |
First Heartland Consultants, Inc. | 3 | 1 | 0.06% | 0.24% | 0.45% | Q2 2013 | Q3 2023 | 7 |
Worth Asset Management, LLC | 7 | 7 | 0.00% | 1.06% | 2.68% | Q1 2022 | Q3 2023 | 7 |
Kingsview Wealth Management, LLC | 3 | 2 | 0.07% | 0.30% | 0.79% | Q1 2017 | Q4 2019 | 7 |
REGENTATLANTIC CAPITAL LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CALTON & ASSOCIATES, INC. | 7 | 7 | 0.07% | 0.15% | 0.19% | Q4 2017 | Q2 2019 | 7 |
Pachira Investments Inc. | 7 | 7 | 5.18% | 12.92% | 38.80% | Q1 2021 | Q3 2022 | 7 |
FIRST TRUST ADVISORS LP | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2020 | 7 |
VISTA INVESTMENT MANAGEMENT | 5 | 2 | 0.12% | 0.21% | 0.28% | Q2 2021 | Q1 2023 | 7 |
AllSquare Wealth Management LLC | 7 | 7 | 0.04% | 0.10% | 0.13% | Q4 2021 | Q2 2023 | 7 |
Allianz Asset Management GmbH | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 7 |
Institute for Wealth Management, LLC. | 6 | 1 | 0.00% | 1.74% | 3.73% | Q2 2013 | Q4 2019 | 7 |
Fiera Capital Corp | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 7 |
Kingfisher Capital LLC | 7 | 7 | 1.27% | 1.55% | 1.90% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 7 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 7 | 7 | 0.05% | 0.09% | 0.12% | Q3 2013 | Q1 2015 | 7 |
AMERIPRISE FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
ROTHSCHILD INVESTMENT LLC /IL | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q2 2021 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2022 | 6 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.06% | 0.09% | 0.15% | Q2 2015 | Q3 2016 | 6 |
Belpointe Asset Management LLC | 3 | 1 | 0.02% | 0.20% | 0.51% | Q3 2017 | Q1 2023 | 6 |
BRINKER CAPITAL INC | 6 | 6 | 0.43% | 1.36% | 2.79% | Q2 2013 | Q3 2014 | 6 |
Aull & Monroe Investment Management Corp | 6 | 6 | 0.11% | 0.14% | 0.18% | Q2 2013 | Q3 2014 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Ausdal Financial Partners, Inc. | 5 | 1 | 0.01% | 0.79% | 1.40% | Q4 2015 | Q2 2018 | 6 |
HAYS ADVISORY LLC | 6 | 6 | 0.06% | 0.10% | 0.16% | Q3 2014 | Q4 2015 | 6 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.06% | 0.15% | Q3 2020 | Q2 2023 | 6 |
Concert Wealth Management Inc. | 3 | 1 | 0.02% | 0.07% | 0.22% | Q3 2014 | Q3 2016 | 6 |
Wealthcare Advisory Partners LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q2 2019 | 6 |
Financial Advocates Investment Management | 6 | 6 | 0.08% | 0.18% | 0.38% | Q1 2021 | Q2 2022 | 6 |
Vontobel Holding Ltd. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
SHEPHERD KAPLAN KROCHUK, LLC | 5 | 1 | 0.24% | 1.00% | 1.64% | Q1 2022 | Q3 2023 | 6 |
M Holdings Securities, Inc. | 4 | 1 | 0.02% | 0.34% | 0.71% | Q3 2014 | Q2 2018 | 6 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.51% | 0.68% | Q1 2021 | Q2 2022 | 6 |
Meristem Family Wealth, LLC | 6 | 6 | 3.92% | 4.79% | 7.12% | Q2 2013 | Q3 2014 | 6 |
First City Capital Management, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 6 |
Creative Planning | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2017 | 6 |
Weitz Investment Management | 6 | 6 | 0.19% | 0.49% | 0.70% | Q2 2013 | Q3 2014 | 6 |
ARS Investment Partners, LLC | 6 | 6 | 0.14% | 0.18% | 0.22% | Q4 2016 | Q1 2018 | 6 |
CEDAR HILL ASSOCIATES, LLC | 6 | 6 | 0.39% | 0.50% | 0.59% | Q2 2013 | Q3 2014 | 6 |
SeaCrest Wealth Management, LLC | 4 | 2 | 0.01% | 0.05% | 0.21% | Q1 2018 | Q3 2022 | 6 |
Strategic Capital Alternatives LLC | 5 | 5 | 0.02% | 0.46% | 0.83% | Q3 2014 | Q3 2015 | 5 |
Loeb Offshore Management LP | 5 | 5 | 0.79% | 1.17% | 1.74% | Q3 2013 | Q3 2014 | 5 |
Compagnie Lombard Odier SCmA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
American Money Management, LLC | 5 | 5 | 1.25% | 1.61% | 1.81% | Q4 2013 | Q4 2014 | 5 |
Placemark Investments, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 5 |
Sandy Spring Bank | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2015 | 5 |
Global Wealth Management Investment Advisory, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
NBW CAPITAL LLC | 5 | 5 | 0.34% | 0.71% | 0.98% | Q3 2015 | Q3 2016 | 5 |
Sage Capital Management, LLC | 5 | 5 | 1.07% | 1.47% | 2.00% | Q3 2013 | Q3 2014 | 5 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2013 | 5 |
CreativeOne Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
DRW Securities, LLC | 3 | 2 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q2 2016 | 5 |
WADE G W & INC | 5 | 5 | 0.06% | 0.34% | 0.49% | Q4 2013 | Q4 2014 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.01% | 0.13% | 0.33% | Q4 2013 | Q4 2014 | 5 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 5 | 5 | 0.01% | 0.26% | 0.37% | Q3 2015 | Q3 2016 | 5 |
RAYMOND JAMES TRUST N.A. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Commonwealth Equity Services, Inc | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 5 |
Robinson Value Management, Ltd. | 2 | 1 | 1.75% | 2.24% | 2.57% | Q4 2017 | Q1 2022 | 5 |
Thomas J. Herzfeld Advisors, Inc. | 5 | 5 | 1.33% | 1.92% | 2.54% | Q2 2021 | Q2 2022 | 5 |
Lehman Financial Resources, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Rockefeller Capital Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 5 |
Psagot Value Holdings Ltd. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2016 | 5 |
Edge Wealth Management LLC | 4 | 1 | 0.07% | 0.13% | 0.16% | Q3 2017 | Q4 2019 | 5 |
Synergy Asset Management, LLC | 3 | 1 | 1.83% | 2.38% | 3.16% | Q3 2021 | Q3 2023 | 5 |
Anchor Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Astor Investment Management LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q1 2016 | 5 |
M.D. Sass, Inc. | 5 | 5 | 0.07% | 0.15% | 0.27% | Q2 2013 | Q2 2014 | 5 |
KCM INVESTMENT ADVISORS LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
BARDIN HILL MANAGEMENT PARTNERS LP | 5 | 5 | 0.26% | 0.35% | 0.63% | Q4 2018 | Q4 2019 | 5 |
Empowered Funds, LLC | 4 | 1 | 0.71% | 1.46% | 2.34% | Q2 2021 | Q3 2022 | 5 |
Peak Capital Management LLC | 4 | 1 | 0.25% | 0.39% | 0.60% | Q2 2017 | Q4 2018 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 5 |
Brinker Capital Investments, LLC | 4 | 4 | 0.06% | 0.12% | 0.18% | Q1 2020 | Q4 2020 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q4 2021 | 4 |
AFAM CAPITAL, INC. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 4 |
Sentry Investments Corp. | 4 | 4 | 0.06% | 0.08% | 0.09% | Q2 2014 | Q1 2015 | 4 |
Charter Oak Partners Management, L.P. | 4 | 4 | 4.64% | 7.19% | 10.96% | Q4 2013 | Q3 2014 | 4 |
Madden Advisory Services, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2014 | 4 |
Apriem Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 4 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 4 |
VALUE PARTNERS LTD /ADV | 4 | 4 | 4.44% | 6.38% | 8.27% | Q4 2013 | Q3 2014 | 4 |
Johnson Financial Group, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 4 |
WHITTIER TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
Seamans Capital Management, LLC | 4 | 4 | 3.52% | 4.45% | 5.28% | Q2 2014 | Q1 2015 | 4 |
V Wealth Advisors LLC | 3 | 1 | 0.00% | 0.35% | 0.50% | Q2 2017 | Q4 2018 | 4 |
BHK Investment Advisors, LLC | 3 | 1 | 0.12% | 0.14% | 0.17% | Q1 2018 | Q2 2019 | 4 |
BANK OF THE WEST | 4 | 4 | 0.07% | 0.09% | 0.10% | Q1 2014 | Q4 2014 | 4 |
Regal Investment Advisors LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q3 2013 | Q3 2015 | 4 |
Independent Portfolio Consultants, Inc. | 3 | 1 | 0.06% | 0.17% | 0.37% | Q2 2015 | Q2 2017 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 4 |
Pacifica Partners Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
BANQUE PICTET & CIE SA | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2018 | 4 |
Banque Cantonale Vaudoise | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 4 |
M&T BANK CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Nan Shan Life Insurance Co., Ltd. | 2 | 2 | 0.21% | 0.87% | 1.63% | Q2 2016 | Q1 2021 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.03% | 0.24% | 0.65% | Q2 2015 | Q1 2016 | 4 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 4 |
TRUE Private Wealth Advisors | 4 | 4 | 0.05% | 0.26% | 0.36% | Q1 2022 | Q4 2022 | 4 |
SCOTIA CAPITAL INC. | 4 | 4 | 0.04% | 0.06% | 0.08% | Q1 2014 | Q4 2014 | 4 |
AJ WEALTH STRATEGIES, LLC | 4 | 4 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q4 2021 | 4 |
COLONY GROUP LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Hilltop Holdings Inc. | 2 | 1 | 0.38% | 0.40% | 0.44% | Q2 2022 | Q3 2023 | 3 |
Ballew Advisors, Inc | 2 | 1 | 0.12% | 0.15% | 0.22% | Q4 2017 | Q3 2021 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Transform Wealth, LLC | 2 | 1 | 0.03% | 0.09% | 0.21% | Q1 2021 | Q4 2021 | 3 |
HAP Trading, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
THOMPSON DAVIS & CO., INC. | 3 | 3 | 0.24% | 0.29% | 0.32% | Q1 2018 | Q3 2018 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q2 2017 | 3 |
Beach Point Capital Management LP | 3 | 3 | 0.91% | 1.18% | 1.32% | Q1 2016 | Q3 2016 | 3 |
Landsberg, Bennett, & Dubbaneh LLC | 3 | 3 | 0.96% | 1.01% | 1.06% | Q1 2021 | Q3 2021 | 3 |
Portfolio Strategies Inc | 1 | 1 | 1.41% | 3.64% | 5.33% | Q1 2014 | Q3 2017 | 3 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2014 | 3 |
MANNING & NAPIER ADVISORS LLC | 3 | 3 | 0.15% | 0.15% | 0.15% | Q2 2014 | Q4 2014 | 3 |
Q3 Asset Management | 1 | 1 | 16.52% | 23.20% | 35.46% | Q2 2020 | Q3 2022 | 3 |
FDx Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 3 |
FURE FINANCIAL CORP | 2 | 1 | 0.00% | 1.58% | 4.75% | Q2 2020 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Bartlett & Co. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 3 |
Mendota Financial Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.27% | 0.43% | 0.72% | Q2 2021 | Q2 2022 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Ascendant Capital Management, LLC | 2 | 1 | 0.70% | 1.53% | 2.96% | Q2 2022 | Q1 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.20% | 0.27% | Q2 2022 | Q4 2022 | 3 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.99% | 1.31% | 1.55% | Q2 2022 | Q4 2022 | 3 |
BlackDiamond Wealth Management, LLC | 3 | 3 | 0.49% | 0.72% | 1.12% | Q1 2022 | Q3 2022 | 3 |
Truadvice, LLC | 3 | 3 | 0.93% | 1.27% | 1.66% | Q2 2022 | Q4 2022 | 3 |
Dakota Wealth Management | 3 | 3 | 0.31% | 0.32% | 0.34% | Q4 2014 | Q2 2015 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Private Wealth Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Dynasty Wealth Management, LLC | 2 | 1 | 0.39% | 0.47% | 0.61% | Q4 2017 | Q3 2018 | 3 |
B & T Capital Management DBA Alpha Capital Management | 3 | 3 | 4.91% | 4.99% | 5.13% | Q2 2013 | Q4 2013 | 3 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
DUNCKER STREETT & CO INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Financial Architects, Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 3 |
Clearwater Capital Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2021 | 3 |
Cornerstone Wealth Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q2 2019 | 3 |
Marks Wealth, LLC | 2 | 1 | 0.34% | 1.34% | 1.96% | Q1 2021 | Q4 2021 | 3 |
Hillsdale Investment Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
D. SCOTT NEAL, INC. | 3 | 3 | 0.16% | 2.37% | 3.92% | Q3 2022 | Q1 2023 | 3 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2014 | 3 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2022 | Q4 2022 | 2 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q4 2016 | Q1 2018 | 2 |
Empirical Asset Management, LLC | 2 | 2 | 0.20% | 0.38% | 0.57% | Q4 2021 | Q1 2022 | 2 |
Hedeker Wealth, LLC | 2 | 2 | 0.70% | 0.81% | 0.91% | Q1 2015 | Q2 2015 | 2 |
Muzinich & Co., Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q2 2018 | 2 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 2 |
PRIVATE ASSET MANAGEMENT INC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2018 | Q3 2018 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 2 |
TCG Advisory Services, LLC | 1 | 1 | 0.16% | 0.25% | 0.34% | Q4 2020 | Q2 2021 | 2 |
AXS Investments LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Karpus Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.04% | 0.12% | 0.19% | Q2 2013 | Q1 2014 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 1.23% | 3.73% | 6.23% | Q1 2021 | Q1 2023 | 2 |
CSS LLC/IL | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Howard Capital Management Inc. | 2 | 2 | 0.51% | 0.68% | 0.84% | Q3 2022 | Q4 2022 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
U.S. Capital Wealth Advisors, LLC | 2 | 2 | 0.39% | 0.47% | 0.54% | Q1 2022 | Q2 2022 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2013 | 2 |
Greytown Advisors Inc. | 2 | 2 | 0.42% | 0.58% | 0.74% | Q3 2021 | Q4 2021 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Summit X, LLC | 2 | 2 | 0.29% | 0.30% | 0.31% | Q2 2017 | Q3 2017 | 2 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 2 |
HSBC HOLDINGS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Blue Edge Capital, LLC | 2 | 2 | 0.41% | 0.43% | 0.44% | Q1 2014 | Q2 2014 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.35% | 0.38% | 0.41% | Q2 2020 | Q3 2020 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
SECURITY NATIONAL BANK OF SO DAK | 2 | 2 | 1.01% | 1.09% | 1.17% | Q2 2013 | Q3 2013 | 2 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.69% | 0.72% | 0.74% | Q2 2013 | Q3 2013 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q4 2021 | 2 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.09% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 2 |
CMT TRADING LLC | 1 | 1 | 0.27% | 0.60% | 0.93% | Q4 2014 | Q4 2016 | 2 |
Steinberg Global Asset Management | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2014 | Q3 2014 | 2 |
CITY HOLDING CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CIBC BANK USA | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q1 2014 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
BOS Asset Management, LLC | 2 | 2 | 0.28% | 0.58% | 0.88% | Q4 2022 | Q1 2023 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2021 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 2 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q2 2014 | 2 |
CETERA INVESTMENT MANAGEMENT LLC | 2 | 2 | 1.50% | 1.50% | 1.50% | Q2 2016 | Q3 2016 | 2 |
WIN ADVISORS, INC | 2 | 2 | 0.02% | 17.72% | 35.42% | Q2 2022 | Q3 2022 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Solus Alternative Asset Management LP | 2 | 2 | 0.32% | 0.37% | 0.42% | Q1 2020 | Q2 2020 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 7.40% | 9.08% | 10.76% | Q2 2021 | Q3 2021 | 2 |
CMT Asset Management Ltd | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Visionary Asset Management, Inc. | 1 | 1 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q2 2014 | 2 |
Strategic Capital Group LLC | 2 | 2 | 0.05% | 1.01% | 1.97% | Q1 2014 | Q2 2014 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q3 2015 | Q3 2015 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
KMS FINANCIAL SERVICES, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
WATERS PARKERSON & CO., LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2017 | Q1 2017 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2017 | Q1 2017 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
USCA RIA LLC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q2 2013 | Q2 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 1.39% | 1.39% | 1.39% | Q2 2013 | Q2 2013 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Grand Central Investment Group | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2022 | Q1 2022 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ING GROEP NV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2022 | Q3 2022 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2014 | Q3 2014 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 2.75% | 2.75% | 2.75% | Q4 2022 | Q4 2022 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Advisor Resource Council | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Argent Trust Co | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2016 | Q3 2016 | 1 |
COLUMBIA ADVISORY PARTNERS LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2013 | Q2 2013 | 1 |
HARBOUR INVESTMENTS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BECKER CAPITAL MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CARDIFF PARK ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Smart Portfolios, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2021 | Q3 2021 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Smart Money Group LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2021 | Q1 2021 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WMS Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Berkeley Capital Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2017 | Q2 2017 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
AlphaCentric Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Prostatis Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Leonard Rickey Investment Advisors P.L.L.C. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2014 | Q3 2014 | 1 |
MEDICI CAPITAL LLC | 1 | 1 | 30.51% | 30.51% | 30.51% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Retireful, LLC | 1 | 1 | 8.46% | 8.46% | 8.46% | Q2 2022 | Q2 2022 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2016 | Q3 2016 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Peak Ten Capital LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q2 2013 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 3.66% | 3.66% | 3.66% | Q3 2013 | Q3 2013 | 1 |
Cadent Capital Advisors, LLC | 1 | 1 | 2.72% | 2.72% | 2.72% | Q1 2023 | Q1 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SFMG, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
External links
This page lists all the filers that currently own PROSHARES TR or have owned PROSHARES TR in the past.