PROSHARES TR shareholder history

Current and past PROSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 38380.00%0.00%0.01%Q2 2014Q3 202391
Cutler Group LLC / CA 1450.00%0.00%0.01%Q4 2015Q3 202362
UBS Group AG 36360.00%0.04%0.08%Q4 2014Q3 202349
BANK OF AMERICA CORP /DE/ 40400.00%0.03%0.06%Q4 2013Q3 202340
ROYAL BANK OF CANADA 40400.00%0.02%0.04%Q4 2013Q3 202340
MORGAN STANLEY 40400.00%0.08%0.14%Q4 2013Q3 202340
LPL Financial LLC 40400.01%0.14%0.32%Q4 2013Q3 202340
Cetera Advisor Networks LLC 40400.07%0.16%0.29%Q4 2013Q3 202340
RAYMOND JAMES & ASSOCIATES 40400.01%0.05%0.10%Q4 2013Q3 202340
WEDBUSH SECURITIES INC 40400.06%0.25%0.39%Q4 2013Q3 202340
OPPENHEIMER & CO INC 3810.01%0.11%0.22%Q4 2013Q3 202339
CITIGROUP INC 39390.00%0.00%0.01%Q1 2014Q3 202339
TOTH FINANCIAL ADVISORY CORP 39390.10%1.45%2.51%Q1 2014Q3 202339
GLENMEDE TRUST CO NA 19190.00%0.00%0.00%Q4 2013Q2 202338
WELLS FARGO & COMPANY/MN 38380.00%0.03%0.05%Q2 2014Q3 202338
Essex Financial Services, Inc. 19180.08%0.90%1.77%Q2 2014Q3 202337
Janney Montgomery Scott LLC 2260.00%0.09%0.19%Q1 2014Q3 202337
PNC FINANCIAL SERVICES GROUP, INC. 37370.00%0.00%0.00%Q3 2014Q3 202337
D.A. DAVIDSON & CO. 37370.00%0.06%0.14%Q3 2014Q3 202337
Sigma Planning Corp 36360.09%0.21%0.51%Q4 2014Q3 202336
AMERIPRISE FINANCIAL INC 3510.00%0.02%0.05%Q1 2014Q3 202336
Summit Financial Wealth Advisors, LLC 36360.11%6.36%9.54%Q4 2014Q3 202336
Private Advisor Group, LLC 36360.02%0.08%0.14%Q4 2014Q3 202336
First Personal Financial Services 35350.60%2.33%3.28%Q1 2015Q3 202335
Atlas Brown,Inc. 35350.08%0.86%1.34%Q1 2015Q3 202335
HighTower Advisors, LLC 35350.02%0.11%0.26%Q1 2015Q3 202335
HT Partners LLC 35350.14%0.39%2.69%Q1 2015Q3 202335
Raymond James Financial Services Advisors, Inc. 3310.02%0.23%0.32%Q1 2015Q3 202334
Cambridge Investment Research Advisors, Inc. 3310.04%0.17%0.29%Q3 2014Q3 202334
ENVESTNET ASSET MANAGEMENT INC 34340.01%0.02%0.03%Q2 2015Q3 202334
STIFEL FINANCIAL CORP 34340.00%0.03%0.04%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.00%0.05%0.08%Q2 2015Q3 202334
Koshinski Asset Management, Inc. 1620.15%0.87%2.33%Q4 2014Q3 202334
Moors & Cabot, Inc. 18160.04%0.11%0.15%Q2 2014Q3 202334
GOLDMAN SACHS GROUP INC 20130.00%0.00%0.01%Q4 2013Q3 202333
MACROVIEW INVESTMENT MANAGEMENT LLC 33330.17%6.55%13.28%Q3 2015Q3 202333
Creative Planning 2410.00%0.01%0.01%Q2 2014Q3 202333
VALLEY NATIONAL ADVISERS INC 33330.00%0.23%1.12%Q3 2015Q3 202333
BANK OF MONTREAL /CAN/ 2620.00%0.00%0.00%Q1 2015Q3 202332
FAS Wealth Partners, Inc. 32320.09%0.46%0.80%Q4 2015Q3 202332
Advisory Services Network, LLC 2750.00%0.05%0.14%Q3 2015Q3 202332
Silver Lake Advisory, LLC 2930.36%0.87%1.32%Q1 2015Q3 202332
BLAIR WILLIAM & CO/IL 2390.00%0.01%0.02%Q4 2014Q3 202332
CHOREO, LLC 2930.02%0.09%0.19%Q1 2015Q3 202332
JPMORGAN CHASE & CO 3110.00%0.00%0.01%Q1 2015Q3 202332
SMITH, MOORE & CO. 32320.10%1.09%1.81%Q4 2015Q3 202332
Cetera Advisors LLC 31310.02%0.13%0.32%Q1 2016Q3 202331
IFP Advisors, Inc 17140.02%0.09%0.43%Q4 2015Q3 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2830.01%0.01%0.03%Q4 2015Q3 202331
Avior Wealth Management, LLC 31310.00%0.05%0.29%Q1 2016Q3 202331
Stratos Wealth Partners, LTD. 31310.04%0.10%0.17%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.01%0.03%0.05%Q1 2016Q3 202331
DAVENPORT & Co LLC 31310.01%0.01%0.03%Q1 2016Q3 202331
Jackson, Grant Investment Advisers, Inc. 30300.12%0.54%1.12%Q2 2016Q3 202330
Freedom Investment Management, Inc. 30300.02%0.04%0.14%Q2 2016Q3 202330
US BANCORP \DE\ 30300.00%0.00%0.01%Q2 2016Q3 202330
Darwin Wealth Management, LLC 30300.24%0.89%2.25%Q2 2016Q3 202330
First Horizon Advisors, Inc. 2460.00%0.18%0.35%Q1 2016Q3 202330
Citadel Advisors 810.00%0.00%0.00%Q3 2015Q3 202330
Garrison Asset Management, LLC 30300.12%0.18%0.26%Q2 2016Q3 202330
Estate Counselors, LLC 30300.62%1.83%3.78%Q2 2016Q3 202330
Reynders McVeigh Capital Management, LLC 30300.02%0.05%0.09%Q1 2016Q2 202330
NewEdge Advisors, LLC 29290.03%0.06%0.13%Q3 2016Q3 202329
West Oak Capital, LLC 2360.04%0.05%0.07%Q2 2016Q3 202329
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 29290.02%0.10%0.32%Q3 2016Q3 202329
NEXT Financial Group, Inc 29290.01%0.15%0.44%Q4 2014Q4 202129
West Coast Financial LLC 29290.04%0.11%0.30%Q3 2016Q3 202329
M&T BANK CORP 1840.00%0.00%0.02%Q2 2015Q4 202229
Baker Avenue Asset Management, LP 2440.01%0.16%0.48%Q3 2015Q3 202328
LINCOLN CAPITAL CORP 28280.50%1.17%2.56%Q4 2016Q3 202328
Pacific Wealth Strategies Group, Inc. 28281.07%4.44%10.73%Q4 2016Q3 202328
Migdal Insurance & Financial Holdings Ltd. 28280.00%0.04%0.12%Q4 2016Q3 202328
Legacy Private Trust Co. 28280.13%0.66%1.11%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.31%0.50%Q4 2016Q3 202328
StrategIQ Financial Group, LLC 28280.11%0.22%0.35%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.01%0.05%0.08%Q4 2016Q3 202328
Gradient Investments LLC 2410.00%0.00%0.00%Q2 2016Q3 202327
Paragon Capital Management Ltd 2020.39%6.61%14.74%Q2 2016Q3 202327
SMITH SHELLNUT WILSON LLC /ADV 2160.25%4.63%7.10%Q4 2016Q3 202327
Cetera Investment Advisers 27270.08%0.28%0.62%Q1 2017Q3 202327
Penobscot Investment Management Company, Inc. 27270.05%0.13%0.26%Q2 2014Q4 202027
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 27270.13%0.17%0.21%Q1 2017Q3 202327
Ahrens Investment Partners LLC 26260.59%0.90%1.21%Q4 2016Q1 202326
BENJAMIN F. EDWARDS & COMPANY, INC. 26260.00%0.14%0.46%Q2 2017Q3 202326
QUEST INVESTMENT MANAGEMENT LLC 26260.18%1.18%3.04%Q2 2017Q3 202326
Ausdal Financial Partners, Inc. 2510.00%0.32%0.48%Q4 2015Q3 202326
LINCOLN NATIONAL CORP 1970.01%0.03%0.08%Q3 2016Q3 202326
Capital Advisors, Ltd. LLC 26260.02%0.05%0.07%Q2 2017Q3 202326
Kingsview Wealth Management, LLC 2060.01%0.09%0.27%Q1 2017Q3 202326
Jacobi Capital Management LLC 26260.13%0.65%0.82%Q2 2017Q3 202326
RMB Capital Management, LLC 26260.10%0.18%0.24%Q2 2017Q3 202326
AE Wealth Management LLC 1970.03%0.06%0.26%Q1 2017Q3 202326
EDMOND DE ROTHSCHILD HOLDING S.A. 2060.00%0.03%0.13%Q2 2015Q3 202326
MML INVESTORS SERVICES, LLC 26260.05%0.09%0.13%Q2 2017Q3 202326
Kovack Advisors, Inc. 2410.06%0.34%0.55%Q3 2016Q3 202326
CIBC WORLD MARKET INC. 1880.00%0.06%0.64%Q2 2015Q3 202226
CWM, LLC 1620.00%0.01%0.05%Q1 2016Q3 202326
First Allied Advisory Services, Inc. 26260.01%0.09%0.19%Q2 2014Q3 202026
B. Riley Wealth Advisors, Inc. 2410.00%0.05%0.08%Q4 2014Q3 202326
Global Retirement Partners, LLC 1870.09%0.14%0.27%Q2 2017Q3 202325
Capital Investment Advisory Services, LLC 25250.17%0.50%0.84%Q3 2017Q3 202325
SCOTIA CAPITAL INC. 25250.00%0.01%0.01%Q3 2017Q3 202325
INTERACTIVE FINANCIAL ADVISORS, INC. 14110.01%0.09%0.15%Q3 2016Q4 202225
Allworth Financial LP 25250.00%0.00%0.01%Q3 2017Q3 202325
Prospera Financial Services Inc 24240.03%0.12%0.42%Q4 2017Q3 202324
NVWM, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
Carroll Financial Associates, Inc. 24240.00%0.00%0.01%Q1 2016Q4 202124
SIGNATUREFD, LLC 24240.01%0.03%0.10%Q4 2017Q3 202324
Cornerstone Wealth Management, LLC 1920.01%0.21%1.12%Q4 2016Q3 202324
Financial Partners Group, Inc 24240.15%2.81%5.01%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.13%0.20%0.27%Q4 2017Q3 202324
Legacy Financial Strategies, LLC 24240.23%0.39%0.81%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.72%1.55%3.40%Q4 2017Q3 202324
MUFG Americas Holdings Corp 1680.00%0.00%0.00%Q3 2014Q3 202224
Sumitomo Mitsui Trust Holdings, Inc. 1770.00%0.00%0.01%Q3 2017Q3 202324
IFG Advisory, LLC 24242.07%2.88%4.20%Q4 2017Q3 202324
Allied Investment Advisors, LLC 24240.50%0.81%1.07%Q4 2017Q3 202324
LADENBURG THALMANN FINANCIAL SERVICES INC. 24240.00%0.04%0.09%Q1 2014Q4 201924
AdvisorNet Financial, Inc 24240.05%0.11%0.28%Q4 2017Q3 202324
Acorn Wealth Advisors, LLC 24240.36%0.74%1.36%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.05%0.09%0.22%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.15%0.21%0.36%Q4 2017Q3 202324
FIFTH THIRD BANCORP 24240.00%0.00%0.00%Q4 2017Q3 202324
M&R CAPITAL MANAGEMENT INC 24240.01%0.01%0.02%Q1 2018Q4 202324
Integrated Wealth Concepts LLC 24240.04%0.33%0.89%Q4 2017Q3 202324
MYCIO WEALTH PARTNERS, LLC 23230.54%2.29%4.11%Q1 2018Q3 202323
Kalos Management, Inc. 1910.02%0.63%1.90%Q4 2015Q2 202323
Cutter & CO Brokerage, Inc. 12110.06%0.10%0.14%Q4 2017Q3 202323
HUNTINGTON NATIONAL BANK 23230.00%0.00%0.01%Q1 2018Q3 202323
WEALTHSOURCE PARTNERS, LLC 23230.03%0.06%0.12%Q1 2018Q3 202323
Cornell Pochily Investment Advisors, Inc. 1490.06%0.13%0.18%Q4 2017Q3 202323
Allen Capital Group, LLC 2031.15%3.60%6.26%Q4 2017Q3 202323
Brouwer & Janachowski, LLC 22225.00%7.13%10.19%Q2 2016Q3 202122
Tower Research Capital LLC (TRC) 610.00%0.08%0.23%Q3 2015Q3 202322
WealthPLAN Partners, LLC 1410.02%0.07%0.28%Q2 2016Q4 202322
10-15 ASSOCIATES, INC. 22220.09%0.71%1.26%Q2 2015Q3 202022
KEATING INVESTMENT COUNSELORS INC 22220.29%0.63%0.89%Q2 2018Q3 202322
HENGEHOLD CAPITAL MANAGEMENT LLC 2110.05%0.12%0.19%Q1 2016Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.01%0.19%0.30%Q2 2018Q3 202322
J.P. Morgan Private Wealth Advisors LLC 21210.01%0.08%0.38%Q3 2018Q3 202321
RAYMOND JAMES TRUST N.A. 21210.02%0.03%0.07%Q3 2018Q3 202321
RFG Advisory, LLC 11100.03%0.20%0.57%Q1 2018Q3 202321
Winslow, Evans & Crocker, Inc. 21210.01%0.03%0.06%Q4 2015Q4 202021
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 21210.80%1.80%3.30%Q3 2018Q3 202321
MGO ONE SEVEN LLC 1620.02%0.12%0.39%Q4 2017Q3 202321
United Capital Management of KS, Inc. 21210.21%0.43%0.73%Q3 2018Q3 202321
NOMURA ASSET MANAGEMENT CO LTD 1380.00%0.01%0.02%Q3 2017Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.03%0.09%Q3 2018Q3 202321
Wealthcare Advisory Partners LLC 1110.02%0.07%0.15%Q3 2017Q3 202321
MEITAV INVESTMENT HOUSE LTD 1530.01%0.09%0.46%Q1 2018Q3 202321
Bank of New York Mellon Corp 1650.00%0.00%0.00%Q3 2016Q3 202321
Castle Rock Wealth Management, LLC 1230.04%0.43%1.04%Q4 2017Q3 202321
Snowden Capital Advisors LLC 1380.03%0.05%0.07%Q2 2018Q3 202321
COMERICA BANK 2010.00%0.01%0.06%Q3 2017Q3 202321
FinTrust Capital Advisors, LLC 20200.01%0.03%0.07%Q4 2018Q3 202320
LVW Advisors, LLC 20200.06%0.10%0.14%Q4 2018Q3 202320
DAGCO, INC. 20200.17%0.60%2.04%Q4 2018Q3 202320
FIRST MIDWEST BANK TRUST DIVISION 20200.03%0.07%0.10%Q1 2017Q4 202120
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
ROMAN BUTLER FULLERTON & CO 20200.83%1.27%1.68%Q4 2018Q3 202320
WealthBridge Capital Management, LLC 20200.31%0.49%0.91%Q4 2018Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.05%0.38%1.38%Q4 2018Q3 202320
Harvest Investment Services, LLC 20201.31%2.18%3.97%Q4 2018Q3 202320
THOROUGHBRED FINANCIAL SERVICES, LLC 20200.67%1.30%1.89%Q4 2018Q3 202320
DFPG INVESTMENTS, LLC 20200.17%0.64%1.24%Q4 2018Q3 202320
American Portfolios Advisors 20200.30%0.39%0.55%Q4 2017Q3 202220
Belpointe Asset Management LLC 1610.02%0.04%0.10%Q3 2017Q3 202320
Essex Savings Bank 20200.35%0.41%0.52%Q4 2018Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20201.28%5.22%11.20%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.21%0.37%1.21%Q4 2018Q3 202320
Principle Wealth Partners LLC 20200.04%0.11%0.33%Q4 2018Q3 202320
Joel Isaacson & Co., LLC 1320.02%0.03%0.04%Q4 2015Q3 202320
JANE STREET GROUP, LLC 410.00%0.01%0.03%Q3 2014Q3 202320
Beaumont Financial Partners, LLC 19190.03%0.05%0.09%Q1 2018Q3 202219
Joseph P. Lucia & Associates, LLC 19191.12%2.31%4.48%Q1 2019Q3 202319
TimeScale Financial, Inc. 19190.02%0.07%0.31%Q4 2018Q2 202319
Cerity Partners LLC 19190.01%0.13%0.55%Q4 2018Q2 202319
Newfound Research LLC 19190.00%0.01%0.04%Q4 2015Q2 202019
Wealthstar Advisors, LLC 1090.14%0.39%0.60%Q1 2018Q3 202319
EFG Asset Management (Americas) Corp. 1610.04%0.35%0.86%Q3 2016Q2 202319
WEST PACES ADVISORS INC. 19190.22%0.76%1.07%Q1 2019Q3 202319
Sunbelt Securities, Inc. 1810.01%0.15%0.29%Q4 2016Q3 202319
Benchmark Financial Wealth Advisors, LLC 19190.18%4.62%7.02%Q3 2018Q1 202319
Highlander Capital Management, LLC 19190.10%0.39%0.77%Q1 2019Q3 202319
TSFG, LLC 19190.12%0.21%0.46%Q1 2019Q3 202319
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1450.29%2.90%10.02%Q4 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Realta Investment Advisors 19190.17%0.49%0.62%Q1 2019Q3 202319
Sound View Wealth Advisors Group, LLC 18180.24%0.58%1.00%Q2 2019Q3 202318
Truvestments Capital LLC 810.01%0.01%0.04%Q3 2018Q3 202318
STEPHENS INC /AR/ 18180.01%0.05%0.11%Q2 2019Q3 202318
Raub Brock Capital Management LP 18180.05%0.18%0.26%Q2 2019Q3 202318
DONALDSON CAPITAL MANAGEMENT, LLC 18180.28%0.63%0.73%Q2 2019Q3 202318
Benin Management CORP 18180.09%0.20%0.26%Q2 2019Q3 202318
BB&T SECURITIES, LLC 18180.01%0.05%0.14%Q2 2015Q3 201918
TAP Consulting, LLC 1710.32%1.03%1.81%Q1 2019Q3 202318
Stonebridge Capital Advisors LLC 1120.01%0.01%0.06%Q2 2017Q3 202318
Keeler Thomas Management LLC 18180.20%1.63%3.16%Q1 2019Q2 202318
CENTRAL TRUST Co 18180.00%0.01%0.02%Q2 2019Q3 202318
Private Capital Group, LLC 18180.01%0.01%0.02%Q4 2017Q1 202218
PARK AVENUE SECURITIES LLC 18180.02%0.04%0.08%Q2 2019Q3 202318
Ellis Investment Partners, LLC 18180.04%0.34%0.74%Q2 2019Q3 202318
Graves Light Lenhart Wealth, Inc. 1340.04%0.04%0.05%Q1 2019Q3 202317
Circle Wealth Management, LLC 17170.01%0.05%0.06%Q3 2019Q3 202317
North Star Investment Management Corp. 17170.01%0.01%0.01%Q3 2019Q3 202317
Dynamic Advisor Solutions LLC 1340.07%0.13%0.26%Q1 2019Q3 202317
CAPTRUST FINANCIAL ADVISORS 1520.00%0.01%0.02%Q2 2019Q3 202317
Nicholas Hoffman & Company, LLC. 17170.02%0.09%0.20%Q3 2019Q3 202317
V Wealth Advisors LLC 1160.07%0.22%0.58%Q1 2019Q2 202317
ATLAS CAPITAL ADVISORS LLC 1250.00%0.06%0.13%Q2 2019Q3 202317
Bedel Financial Consulting, Inc. 17170.01%0.03%0.04%Q1 2018Q1 202217
Atria Investments, Inc 1010.01%0.04%0.08%Q1 2016Q3 202317
Apexium Financial, LP 1610.95%1.65%7.24%Q4 2018Q3 202317
Brookstone Capital Management 1160.01%0.24%0.66%Q2 2019Q3 202317
Newman Dignan & Sheerar, Inc. 17170.10%1.67%2.36%Q3 2019Q3 202317
BCS Wealth Management 16161.45%1.75%3.16%Q4 2019Q3 202316
Loudon Investment Management, LLC 16160.18%0.29%0.33%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.10%0.17%0.52%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.12%0.38%1.19%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.08%0.10%0.15%Q4 2019Q3 202316
Total Clarity Wealth Management, Inc. 16160.49%1.62%4.75%Q4 2019Q3 202316
Savior LLC 16160.00%0.01%0.04%Q4 2019Q3 202316
MASSMUTUAL TRUST CO FSB/ADV 1020.00%0.00%0.00%Q1 2018Q2 202316
Element Wealth, LLC 16160.50%0.53%0.60%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.01%0.01%0.04%Q4 2019Q3 202316
Marks Group Wealth Management, Inc 16160.06%0.08%0.09%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.03%0.04%0.05%Q4 2019Q3 202316
SlateStone Wealth, LLC 16160.07%0.14%0.20%Q4 2019Q3 202316
Wagner Wealth Management, LLC 1240.04%1.63%3.49%Q4 2017Q3 202316
Strategic Wealth Investment Group, LLC 16165.31%7.01%12.70%Q4 2019Q3 202316
PRUDENTIAL FINANCIAL INC 1510.00%0.00%0.01%Q1 2019Q3 202316
MONTAG A & ASSOCIATES INC 1330.02%0.03%0.06%Q1 2019Q3 202316
Cresset Asset Management, LLC 1310.01%0.37%1.81%Q4 2018Q3 202316
Veracity Capital LLC 16160.06%2.88%6.01%Q4 2019Q3 202316
Detalus Advisors, LLC 16160.14%0.29%0.69%Q4 2019Q3 202316
Gladstone Institutional Advisory LLC 1150.07%0.13%0.24%Q4 2018Q3 202316
Equitable Holdings, Inc. 16160.12%0.22%0.50%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.00%0.34%0.99%Q4 2019Q3 202316
Clarus Wealth Advisors 970.12%0.17%0.27%Q2 2018Q2 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.31%0.35%0.39%Q4 2019Q3 202316
Commonwealth Equity Services, Inc 16160.01%0.05%0.10%Q4 2013Q3 201716
McKinley Carter Wealth Services, Inc. 16160.10%0.16%0.34%Q4 2019Q3 202316
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16160.33%0.42%0.54%Q4 2019Q3 202316
Western Wealth Management, LLC 880.02%0.09%0.20%Q4 2018Q3 202316
S.A. Mason LLC 16160.19%0.22%0.30%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.01%0.05%0.07%Q4 2019Q3 202316
Raab & Moskowitz Asset Management LLC 16160.01%0.14%0.24%Q4 2019Q3 202316
SkyOak Wealth, LLC 16160.19%0.44%1.66%Q4 2019Q3 202316
EXANE DERIVATIVES 1410.27%0.77%1.56%Q4 2016Q3 202015
IFC Holdings Incorporated/FL 15150.03%0.07%0.10%Q2 2014Q4 201715
ROCKLAND TRUST CO 15150.02%0.03%0.13%Q1 2020Q3 202315
Capital Asset Advisory Services LLC 15150.05%0.08%0.12%Q1 2020Q3 202315
Weaver Consulting Group 870.02%0.09%0.14%Q1 2019Q3 202315
Platform Technology Partners 1050.34%0.40%0.49%Q4 2019Q3 202315
Baystate Wealth Management LLC 15150.05%0.12%0.20%Q1 2020Q3 202315
B. Riley Wealth Management, Inc. 1320.00%0.04%0.12%Q1 2015Q2 202215
Smart Money Group LLC 1230.14%0.36%1.08%Q4 2019Q3 202315
Eudaimonia Partners, LLC 870.13%0.27%0.42%Q4 2019Q3 202315
KFA Private Wealth Group, LLC 1320.17%0.24%0.52%Q4 2019Q3 202315
BDO Wealth Advisors, LLC 660.00%0.02%0.10%Q1 2019Q4 202215
HHM Wealth Advisors, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Continuum Advisory, LLC 15150.24%0.52%0.82%Q1 2020Q3 202315
Partnervest Advisory Services LLC 15150.10%0.11%0.18%Q1 2017Q3 202015
Parallel Advisors, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
J. W. Coons Advisors, LLC 15150.46%0.80%1.02%Q1 2020Q3 202315
Wealthspire Advisors, LLC 1210.01%0.44%1.15%Q4 2018Q3 202315
Retirement Group, LLC 1410.01%0.17%0.48%Q4 2019Q3 202315
TCI Wealth Advisors, Inc. 1410.01%0.04%0.08%Q2 2016Q1 202315
TRUSTCORE FINANCIAL SERVICES, LLC 15150.01%0.02%0.09%Q2 2019Q4 202215
Foresight Wealth Management, LLC 870.00%0.11%0.25%Q4 2018Q3 202215
SVB WEALTH LLC 1230.00%0.00%0.01%Q2 2019Q2 202315
Clearstead Advisors, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
Advisor Group, Inc. 15150.08%0.12%0.18%Q2 2016Q4 201915
Pinnacle Bancorp, Inc. 15150.50%0.60%0.79%Q1 2020Q3 202315
Petix & Botte Co 1230.49%0.54%0.61%Q4 2019Q3 202315
HANTZ FINANCIAL SERVICES, INC. 15159.10%9.76%10.45%Q1 2020Q3 202315
Bell Bank 1320.04%0.06%0.12%Q3 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.12%0.13%0.15%Q1 2020Q3 202315
BRANDYWINE OAK PRIVATE WEALTH LLC 14140.03%0.03%0.04%Q2 2020Q3 202314
Prism Advisors, Inc. 14144.94%7.51%8.76%Q2 2020Q3 202314
Cribstone Capital Management, LLC 14140.02%0.02%0.03%Q2 2016Q3 201914
J.W. COLE ADVISORS, INC. 810.14%0.39%0.50%Q4 2019Q3 202314
Compagnie Lombard Odier SCmA 1310.00%0.01%0.02%Q1 2017Q2 202314
ASSET MANAGEMENT CORP /IL/ /ADV 14140.20%0.27%0.36%Q4 2019Q1 202314
COZAD ASSET MANAGEMENT INC 14140.13%0.33%0.62%Q2 2020Q3 202314
ARTHUR M. COHEN & ASSOCIATES, LLC 14140.08%0.13%0.23%Q2 2020Q3 202314
HOWARD WEALTH MANAGEMENT, LLC 14140.15%0.21%0.35%Q4 2019Q1 202314
Hilltop Holdings Inc. 14140.02%0.04%0.05%Q2 2020Q3 202314
HL FINANCIAL SERVICES LLC 950.01%0.01%0.02%Q3 2015Q1 201914
Private Ocean, LLC 1310.01%0.01%0.01%Q3 2018Q3 202314
Carmichael Hill & Associates, Inc. 14140.03%0.03%0.03%Q2 2020Q3 202314
Clear Creek Financial Management, LLC 1010.06%0.07%0.13%Q4 2019Q3 202314
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 14141.72%2.84%3.88%Q3 2019Q4 202214
BOENNING & SCATTERGOOD, INC. 14140.06%0.07%0.09%Q3 2019Q4 202214
BCM ADVISORS, LLC 131310.18%12.33%14.30%Q4 2016Q4 201913
Kestra Advisory Services, LLC 13130.04%0.07%0.10%Q3 2020Q3 202313
SevenBridge Financial Group, LLC 13130.01%0.02%0.03%Q2 2016Q2 201913
Qube Research & Technologies Ltd 920.00%0.04%0.11%Q4 2019Q3 202313
Sound Financial Strategies Group, LLC 1210.35%1.56%12.24%Q4 2019Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.09%0.12%0.14%Q3 2020Q3 202313
KINGS POINT CAPITAL MANAGEMENT 1210.01%0.02%0.02%Q4 2018Q1 202213
Regal Investment Advisors LLC 760.01%0.02%0.05%Q1 2014Q3 202313
McCollum Christoferson Group LLC 940.06%0.08%0.10%Q4 2017Q3 202313
Orion Portfolio Solutions, LLC 1030.00%0.02%0.04%Q4 2019Q3 202313
Tortoise Investment Management, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
GPS Wealth Strategies Group, LLC 13130.18%0.21%0.29%Q3 2020Q3 202313
REILLY FINANCIAL ADVISORS, LLC 1210.00%0.00%0.01%Q3 2016Q4 202113
AVIANCE CAPITAL MANAGEMENT, LLC 13130.00%0.40%0.68%Q1 2016Q1 201913
Concert Wealth Management Inc. 13130.06%0.23%0.44%Q1 2014Q1 201713
MANUFACTURERS LIFE INSURANCE COMPANY, THE 13130.00%0.00%0.00%Q3 2015Q3 201813
Alpha Cubed Investments, LLC 850.01%0.07%0.21%Q4 2018Q3 202313
MSI Financial Services Inc 13130.02%0.05%0.15%Q4 2013Q4 201613
NATIONAL PLANNING CORP 13130.06%0.15%0.30%Q3 2014Q3 201713
Oakworth Capital, Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
MCF Advisors LLC 1210.00%0.02%0.02%Q1 2017Q3 202313
QUADRANT CAPITAL GROUP LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Simplicity Solutions, LLC 13130.03%0.05%0.10%Q4 2017Q4 202013
Aptus Capital Advisors, LLC 12120.02%0.03%0.05%Q4 2020Q3 202312
Oxinas Partners Wealth Management LLC 12120.56%1.53%2.52%Q4 2020Q3 202312
Paulson Wealth Management Inc. 12120.20%0.84%1.74%Q4 2017Q3 202012
Patriot Financial Group Insurance Agency, LLC 12120.02%0.02%0.02%Q3 2019Q2 202212
Mirae Asset Global Investments Co., Ltd. 1020.01%0.01%0.03%Q1 2020Q3 202312
Echo Wealth Management, LLC 12120.35%0.40%0.52%Q4 2020Q3 202312
PIN OAK INVESTMENT ADVISORS INC 12120.01%0.01%0.01%Q4 2020Q3 202312
US FINANCIAL ADVISORS, LLC 12120.06%0.12%0.16%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
EVERGREEN CAPITAL MANAGEMENT LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
MAI Capital Management 12120.01%0.01%0.02%Q4 2020Q3 202312
Johnson Financial Group, Inc. 1110.00%0.00%0.00%Q2 2020Q3 202312
AFFINITY WEALTH MANAGEMENT LLC 1020.07%8.28%13.59%Q4 2014Q1 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.16%0.26%Q4 2018Q3 202112
Lindbrook Capital, LLC 1020.00%0.05%0.32%Q4 2018Q3 202312
WNY Asset Management, LLC 12120.31%0.47%0.78%Q4 2020Q3 202312
ForthRight Wealth Management, LLC 121213.16%15.94%17.81%Q4 2020Q3 202312
First Heartland Consultants, Inc. 12120.04%0.12%0.18%Q4 2020Q3 202312
Renasant Bank 12120.30%0.97%1.48%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.07%0.12%0.19%Q4 2020Q3 202312
Capital Advisory Group Advisory Services, LLC 750.01%0.13%1.07%Q1 2018Q1 202112
Sterling Investment Advisors, Ltd. 12120.00%0.00%0.00%Q3 2019Q2 202212
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12120.02%0.07%0.12%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.53%0.74%Q4 2020Q3 202312
STRATEGY ASSET MANAGERS LLC 510.05%0.06%0.07%Q4 2019Q3 202312
Sanchez Wealth Management Group 12123.36%3.82%4.04%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Curran Financial Partners, LLC 12120.48%1.37%1.97%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.77%1.12%1.58%Q4 2020Q3 202312
Latitude Advisors, LLC 12120.24%0.34%0.52%Q4 2020Q3 202312
Navis Wealth Advisors, LLC 12121.05%1.60%2.33%Q4 2020Q3 202312
Venture Visionary Partners LLC 12120.20%0.26%0.31%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12120.83%1.00%1.13%Q4 2020Q3 202312
DEUTSCHE BANK AG\ 710.00%0.00%0.00%Q1 2018Q3 202312
Archer Investment Corp 930.11%0.51%0.75%Q3 2020Q3 202312
COMERICA SECURITIES,INC. 12120.02%0.13%0.38%Q4 2020Q3 202312
MMA ASSET MANAGEMENT LLC 12120.56%0.63%0.76%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.32%0.41%0.50%Q4 2020Q3 202312
SYNOVUS FINANCIAL CORP 1010.00%0.02%0.02%Q1 2020Q3 202312
Vontobel Holding Ltd. 12120.00%0.01%0.02%Q4 2020Q3 202312
Oxbow Advisors, LLC 12120.07%0.09%0.12%Q1 2014Q4 201612
IAM Advisory, LLC 9228.61%33.96%42.45%Q4 2020Q3 202311
Moloney Securities Asset Management, LLC 1010.04%0.14%0.21%Q4 2019Q3 202311
BROWN BROTHERS HARRIMAN & CO 920.00%0.00%0.00%Q1 2015Q3 202311
Newbridge Financial Services Group, Inc. 11110.07%0.08%0.12%Q3 2020Q1 202311
Anchor Investment Management, LLC 11110.00%0.01%0.05%Q2 2021Q4 202311
Sowell Financial Services LLC 710.01%0.09%0.55%Q4 2016Q1 202311
TOMPKINS FINANCIAL CORP 830.00%0.00%0.00%Q2 2018Q4 202311
Magnus Financial Group LLC 650.03%0.12%0.25%Q4 2018Q3 202311
PFG Advisors 11110.04%0.08%0.11%Q1 2021Q3 202311
Financial & Tax Architects, LLC 11111.44%2.16%3.16%Q1 2021Q3 202311
HOWE & RUSLING INC 1010.00%0.00%0.00%Q1 2014Q3 202211
Nikulski Financial, Inc. 11110.19%0.43%0.54%Q1 2021Q3 202311
Spire Wealth Management 11110.19%0.25%0.29%Q1 2021Q3 202311
Tradewinds Capital Management, LLC 11110.01%0.01%0.01%Q3 2018Q1 202111
AMUNDI ASSET MANAGEMENT US, INC. 11110.02%0.07%0.12%Q3 2015Q1 201811
Golden State Wealth Management, LLC 710.04%0.06%0.08%Q1 2019Q1 202211
Bard Financial Services, Inc. 11110.58%0.63%0.68%Q4 2020Q2 202311
Versant Capital Management, Inc 11110.00%0.00%0.02%Q2 2021Q4 202311
Concord Wealth Partners 740.00%0.22%1.21%Q4 2020Q3 202311
Secure Asset Management, LLC 920.09%0.31%0.66%Q1 2020Q3 202311
Vestmark Advisory Solutions, Inc. 11110.03%0.07%0.16%Q4 2020Q2 202311
TRANSCEND CAPITAL ADVISORS, LLC 920.20%0.49%0.63%Q4 2020Q3 202311
Portfolio Strategies, Inc. 920.32%1.63%8.38%Q4 2017Q4 202211
Addison Advisors LLC 1010.00%0.01%0.01%Q4 2020Q3 202311
AAFMAA Wealth Management & Trust LLC 11110.54%1.45%3.86%Q1 2021Q3 202311
Advisory Alpha, LLC 1010.02%0.03%0.08%Q3 2020Q3 202311
Inscription Capital, LLC 11110.06%0.20%0.34%Q2 2020Q4 202211
Crew Capital Management, Ltd. 11110.79%1.79%2.21%Q1 2021Q3 202311
Asset Dedication, LLC 910.01%0.01%0.09%Q1 2016Q3 202311
OLD NATIONAL BANCORP /IN/ 650.02%0.05%0.11%Q2 2017Q3 202311
TOWNSQUARE CAPITAL LLC 520.01%0.01%0.02%Q2 2019Q3 202311
Laidlaw Wealth Management LLC 11110.25%0.33%0.41%Q4 2020Q2 202311
CreativeOne Wealth, LLC 11110.01%0.02%0.03%Q4 2020Q2 202311
XML Financial, LLC 11110.03%0.05%0.06%Q1 2021Q3 202311
SkyView Investment Advisors, LLC 11110.72%1.36%2.52%Q4 2020Q2 202311
BKS ADVISORS, LLC 11110.16%1.95%2.41%Q3 2016Q1 201911
ROWLAND CARMICHAEL ADVISORS INC /ADV 420.07%0.09%0.14%Q1 2016Q2 201911
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 11110.01%0.01%0.01%Q4 2019Q2 202211
Tempus Wealth Planning, LLC 11110.19%0.24%0.31%Q1 2021Q3 202311
HRT FINANCIAL LP 510.00%0.07%0.35%Q4 2019Q3 202311
Benedetti & Gucer, Inc. 11110.91%1.64%2.06%Q1 2021Q3 202311
AFT, FORSYTH & COMPANY, INC. 11110.12%0.23%0.33%Q1 2021Q3 202311
ADVISORY RESEARCH INC 11110.01%0.04%0.10%Q2 2017Q4 201911
TRUST CO OF VERMONT 610.00%0.00%0.00%Q1 2020Q3 202311
Mariner, LLC 550.00%0.04%0.09%Q1 2016Q3 202310
Intercontinental Wealth Advisors, LLC 10100.05%0.68%1.42%Q1 2021Q2 202310
UNITED SERVICES AUTOMOBILE ASSOCIATION 10100.01%0.01%0.02%Q1 2016Q2 201810
HARBOUR INVESTMENTS, INC. 640.01%0.03%0.06%Q1 2021Q3 202310
Gemmer Asset Management LLC 640.00%0.03%0.08%Q4 2020Q3 202310
Bath Savings Trust Co 10100.04%0.04%0.04%Q2 2021Q3 202310
BlackRock Inc. 320.00%0.00%0.00%Q4 2015Q1 202210
MONEY CONCEPTS CAPITAL CORP 820.08%1.03%1.82%Q4 2020Q3 202310
LEVEL FOUR ADVISORY SERVICES, LLC 820.02%0.04%0.05%Q1 2021Q3 202310
AMERICAN INTERNATIONAL GROUP, INC. 10100.00%0.00%0.01%Q4 2013Q1 201610
FLOW TRADERS U.S. LLC 310.00%0.06%0.16%Q3 2016Q3 202310
CFS Investment Advisory Services, LLC 910.45%1.45%2.40%Q4 2020Q3 202310
Savant Capital, LLC 10100.02%0.02%0.04%Q2 2021Q3 202310
PERSONAL CFO SOLUTIONS, LLC 820.04%0.11%0.40%Q3 2019Q3 202310
ASSET ADVISORS CORP 10100.01%0.01%0.01%Q1 2016Q2 201810
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10100.02%0.04%0.06%Q2 2021Q3 202310
Bienville Capital Management, LLC 10100.13%0.86%1.23%Q2 2021Q3 202310
Financial Gravity Asset Management, Inc. 510.00%0.04%0.11%Q1 2018Q2 202310
BOKF, NA 420.01%0.01%0.01%Q3 2019Q2 202210
CULLEN/FROST BANKERS, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
MERCER GLOBAL ADVISORS INC /ADV 910.00%0.01%0.01%Q3 2020Q3 202310
Sound Income Strategies, LLC 610.00%0.00%0.00%Q2 2019Q2 202310
Gateway Advisory, LLC 910.10%0.22%0.28%Q4 2016Q1 202210
Twin Lakes Capital Management, LLC 550.03%0.03%0.04%Q1 2021Q3 202310
ZEKE CAPITAL ADVISORS, LLC 10100.09%0.18%0.50%Q3 2016Q4 201810
Sandy Spring Bank 10100.00%0.01%0.01%Q2 2021Q3 202310
Mascoma Wealth Management LLC 910.01%0.02%0.02%Q1 2021Q3 202310
Avidian Wealth Solutions, LLC 640.05%0.44%1.07%Q1 2021Q3 202310
DELTA ASSET MANAGEMENT LLC/TN 910.00%0.00%0.00%Q4 2019Q4 202210
EMFO, LLC 10100.79%0.93%1.01%Q2 2021Q3 202310
Evercore Wealth Management, LLC 640.01%0.01%0.02%Q4 2020Q2 202310
CALTON & ASSOCIATES, INC. 810.04%0.09%0.18%Q4 2017Q4 202010
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 510.05%0.06%0.07%Q2 2018Q3 202310
Banco de Sabadell, S.A 10100.94%1.46%2.08%Q2 2021Q3 202310
Moisand Fitzgerald Tamayo, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Cherry Creek Investment Advisors, Inc. 10100.31%0.36%0.46%Q2 2021Q3 202310
VERUS CAPITAL PARTNERS, LLC 720.12%0.20%0.38%Q4 2019Q3 20239
OneDigital Investment Advisors LLC 520.01%0.01%0.02%Q3 2019Q3 20239
Journey Advisory Group, LLC 990.11%0.15%0.20%Q4 2020Q4 20229
RMR Wealth Builders 510.01%0.05%0.08%Q4 2019Q4 20229
WC Walker & Associates, Inc. 991.06%1.12%1.19%Q4 2020Q4 20229
WASHINGTON TRUST Co 510.00%0.00%0.00%Q2 2018Q3 20239
Centerpoint Advisors, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Ameritas Investment Company, LLC 420.01%0.04%0.05%Q4 2018Q3 20219
Independent Wealth Network Inc. 990.14%0.17%0.21%Q3 2021Q3 20239
Independence Bank of Kentucky 630.00%0.01%0.02%Q3 2019Q3 20239
Financial Sense Advisors, Inc. 990.18%0.44%0.80%Q1 2017Q1 20199
PSI Advisors, LLC 990.02%0.02%0.03%Q3 2021Q3 20239
Capital Advisors Wealth Management, LLC 990.19%0.58%0.96%Q3 2021Q3 20239
Investors Research Corp 990.01%0.01%0.01%Q3 2021Q3 20239
Lenox Wealth Advisors, LLC 994.32%4.77%5.31%Q1 2020Q1 20229
Clearview Wealth Advisors LLC 990.01%0.01%0.01%Q2 2021Q2 20239
Bickling Financial Services, Inc. 990.26%0.35%0.48%Q4 2020Q4 20229
CIBC Private Wealth Group, LLC 410.00%0.00%0.00%Q4 2017Q3 20239
Fiera Capital Corp 990.00%0.00%0.00%Q2 2016Q2 20189
OSTERWEIS CAPITAL MANAGEMENT INC 540.01%0.01%0.02%Q4 2020Q3 20239
Good Life Advisors, LLC 990.03%0.04%0.04%Q3 2021Q3 20239
SUNTRUST BANKS INC 990.00%0.00%0.01%Q3 2017Q3 20199
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q3 2017Q3 20239
HBK Sorce Advisory LLC 990.01%0.02%0.02%Q3 2021Q3 20239
Greytown Advisors Inc. 990.09%0.16%0.19%Q3 2021Q3 20239
Renaissance Technologies 990.00%0.00%0.01%Q2 2021Q2 20239
Larson Financial Group LLC 990.00%0.03%0.04%Q3 2021Q3 20239
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 990.01%0.01%0.01%Q2 2020Q2 20229
Ancora Advisors LLC 610.00%0.01%0.01%Q4 2016Q3 20239
Almanack Investment Partners, LLC. 810.06%0.09%0.17%Q2 2017Q2 20229
Sovereign Financial Group, Inc. 990.12%0.15%0.17%Q3 2021Q3 20239
Apollon Wealth Management, LLC 990.04%0.22%0.54%Q3 2021Q3 20239
Neuberger Berman Group LLC 510.00%0.01%0.02%Q2 2016Q3 20239
Ameritas Advisory Services, LLC 880.05%0.13%0.18%Q4 2021Q3 20238
Wealthspire Advisors, L.P. 880.01%0.03%0.04%Q2 2017Q1 20198
Lido Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
Autumn Glory Partners, LLC 880.46%1.26%2.04%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.18%0.19%0.20%Q4 2021Q3 20238
FLAGSTAR ADVISORS INC 880.16%0.22%0.26%Q3 2021Q2 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.03%0.08%0.17%Q4 2021Q3 20238
Astoria Portfolio Advisors LLC. 880.12%0.42%0.64%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 882.79%2.97%3.16%Q4 2021Q3 20238
Harel Insurance Investments & Financial Services Ltd. 530.00%0.01%0.02%Q3 2019Q3 20238
BESSEMER GROUP INC 620.00%0.00%0.00%Q3 2021Q3 20238
American Financial Network Advisory Services LLC 880.43%0.70%1.26%Q3 2017Q2 20198
Future Financial Wealth Managment LLC 880.27%0.32%0.35%Q4 2020Q3 20228
Royal Capital Wealth Management, LLC 882.52%2.86%3.04%Q4 2021Q3 20238
Laurel Wealth Advisors, Inc. 880.03%0.04%0.06%Q1 2021Q4 20228
Kozak & Associates, Inc. 880.05%0.12%0.16%Q4 2021Q3 20238
NewEdge Wealth, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
LAKE STREET PRIVATE WEALTH, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
Strategic Blueprint, LLC 710.00%0.05%0.10%Q2 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.31%0.42%0.48%Q4 2021Q3 20238
jvl associates llc 410.19%0.21%0.24%Q4 2017Q3 20208
Beaird Harris Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
FourThought Financial, LLC 880.03%0.03%0.03%Q4 2020Q3 20228
NATIONAL BANK OF CANADA /FI/ 880.02%0.09%0.15%Q4 2021Q3 20238
Modera Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Aft, Forsyth & Sober, LLC 880.01%0.02%0.02%Q1 2014Q4 20158
Avant Capital LLC 883.51%3.61%3.74%Q4 2021Q3 20238
McClarren Financial Advisors, Inc. 530.01%0.01%0.02%Q3 2021Q3 20238
Cardan Capital Partners, LLC 440.34%0.43%0.77%Q4 2015Q4 20188
Sonora Investment Management, LLC 880.00%0.00%0.01%Q4 2019Q3 20218
Strengthening Families & Communities, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
THRIVENT FINANCIAL FOR LUTHERANS 880.00%0.00%0.00%Q1 2021Q4 20228
Key Client Fiduciary Advisors, LLC 880.15%0.22%0.29%Q4 2021Q3 20238
StoneX Group Inc. 710.05%0.07%0.13%Q4 2019Q4 20218
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.08%0.18%Q4 2021Q3 20238
Parkside Financial Bank & Trust 610.00%0.05%0.11%Q2 2015Q1 20238
NORTHERN TRUST CORP 880.00%0.00%0.00%Q4 2021Q3 20238
Independent Advisor Alliance 610.01%0.04%0.22%Q1 2017Q4 20218
Guardian Wealth Management, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
Laurel Wealth Planning LLC 880.06%0.58%0.85%Q4 2021Q3 20238
Operose Advisors LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Landmark Wealth Management, LLC 886.70%12.96%22.52%Q4 2021Q3 20238
Melone Private Wealth, LLC 880.36%0.45%0.49%Q4 2021Q3 20238
WFG Advisors, LP 710.01%0.02%0.02%Q3 2014Q2 20178
DENVER WEALTH MANAGEMENT, INC. 610.26%0.34%0.41%Q1 2021Q3 20238
LexAurum Advisors, LLC 440.24%1.17%2.38%Q4 2017Q4 20198
55I, LLC 880.10%0.14%0.20%Q4 2020Q3 20228
Collaborative Wealth Managment Inc. 610.17%0.22%0.25%Q1 2021Q3 20238
Paladin Advisory Group, LLC 882.96%3.41%3.59%Q4 2021Q3 20238
Taylor Hoffman Wealth Management 510.02%0.06%0.18%Q4 2018Q4 20228
National Wealth Management Group, LLC 880.60%0.67%0.76%Q4 2021Q3 20238
Stephens Consulting, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Cross Staff Investments Inc 880.58%0.68%0.74%Q4 2021Q3 20238
Wealth Management Solutions, LLC 880.23%0.37%0.71%Q4 2021Q3 20238
UNITED CAPITAL FINANCIAL ADVISORS, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
B & T Capital Management DBA Alpha Capital Management 770.07%0.08%0.08%Q1 2022Q3 20237
ICICI Prudential Asset Management Co Ltd 770.21%0.38%0.56%Q1 2022Q3 20237
Pensionmark Financial Group, LLC 770.10%0.11%0.12%Q1 2022Q3 20237
Keystone Financial Group 520.04%0.05%0.05%Q4 2021Q3 20237
Precision Wealth Strategies, LLC 771.39%1.93%2.93%Q2 2021Q4 20227
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.01%0.01%Q4 2021Q2 20237
Pinnacle Holdings, LLC 770.00%0.05%0.07%Q1 2022Q3 20237
LVM CAPITAL MANAGEMENT LTD/MI 770.10%0.11%0.11%Q1 2022Q3 20237
Lumature Wealth Partners, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Financial Advocates Investment Management 410.01%0.05%0.12%Q3 2019Q4 20217
First Capital Advisors Group, LLC. 771.63%2.38%3.44%Q4 2021Q2 20237
PATHSTONE FAMILY OFFICE, LLC 770.01%0.01%0.02%Q2 2021Q4 20227
TCWP LLC 770.30%0.91%1.34%Q4 2021Q2 20237
PARTNERS CAPITAL INVESTMENT GROUP, LLP 610.02%0.15%0.82%Q1 2020Q3 20237
Reitz Capital Advisors LLC 610.02%0.78%1.00%Q2 2020Q2 20237
Gryphon Financial Partners LLC 520.00%0.11%0.23%Q4 2017Q3 20237
SJS Investment Consulting Inc. 520.06%0.10%0.14%Q4 2021Q3 20237
L.M. KOHN & COMPANY 770.16%0.18%0.22%Q1 2022Q3 20237
Perfromance Wealth Partners, LLC 770.02%0.16%0.34%Q1 2022Q3 20237
FIFTH THIRD SECURITIES, INC. 610.21%0.23%0.25%Q4 2021Q3 20237
First City Capital Management, Inc. 770.13%0.25%0.29%Q1 2022Q3 20237
BROWN ADVISORY INC 610.00%0.02%0.04%Q2 2016Q3 20237
ROWLANDMILLER & PARTNERS.ADV 520.02%0.03%0.03%Q4 2021Q4 20237
CUTLER INVESTMENT COUNSEL LLC 770.27%0.31%0.34%Q1 2022Q3 20237
Private Capital Management, LLC 770.28%0.38%0.50%Q1 2022Q3 20237
MARK SHEPTOFF FINANCIAL PLANNING, LLC 770.00%0.03%0.04%Q1 2022Q3 20237
Gunma Bank,Ltd. 410.65%1.45%2.23%Q3 2021Q3 20237
ENTERPRISE FINANCIAL SERVICES CORP 770.02%0.02%0.02%Q4 2016Q2 20187
InterOcean Capital Group, LLC 770.06%0.25%0.33%Q1 2022Q3 20237
Kellett Wealth Advisors, LLC 770.77%0.94%1.14%Q4 2021Q2 20237
Tyler-Stone Wealth Management 521.68%1.94%2.28%Q4 2021Q3 20237
Comprehensive Financial Consultants Institutional, Inc. 611.37%1.68%2.04%Q4 2021Q3 20237
Citizens National Bank Trust Department 770.04%0.04%0.06%Q1 2022Q3 20237
Valeo Financial Advisors, LLC 310.00%0.00%0.01%Q2 2018Q2 20237
Helen Stephens Group, LLC 430.11%0.14%0.19%Q4 2021Q3 20237
Y-Intercept (Hong Kong) Ltd 310.02%0.09%0.20%Q1 2021Q3 20237
Santori & Peters, Inc. 610.12%0.13%0.14%Q4 2017Q2 20227
MANCHESTER FINANCIAL INC 610.05%0.06%0.08%Q2 2019Q1 20217
BKA Wealth Consulting, Inc. 770.59%0.68%0.76%Q1 2022Q3 20237
Sequent Asset Management, LLC 770.46%1.00%1.88%Q1 2022Q3 20237
CREATIVE FINANCIAL DESIGNS INC /ADV 410.00%0.01%0.06%Q2 2017Q3 20237
WHITTIER TRUST CO 610.00%0.00%0.02%Q1 2018Q1 20207
YOUSIF CAPITAL MANAGEMENT, LLC 520.00%0.02%0.06%Q4 2021Q3 20237
Bedell Frazier Investment Counselling, LLC 770.05%0.06%0.07%Q4 2021Q2 20237
Syntal Capital Partners, LLC 320.00%0.10%0.27%Q2 2014Q3 20167
Beacon Capital Management, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
INVESTMENT CENTERS OF AMERICA INC 770.18%0.34%0.44%Q1 2016Q3 20177
Cassady Schiller Wealth Management, LLC 610.11%0.12%0.15%Q4 2021Q3 20237
HOWLAND CAPITAL MANAGEMENT LLC 770.02%0.03%0.03%Q1 2022Q3 20237
Avestar Capital, LLC 770.03%0.07%0.28%Q4 2017Q2 20197
Atria Wealth Solutions, Inc. 770.10%0.11%0.12%Q1 2022Q3 20237
MONETA GROUP INVESTMENT ADVISORS LLC 770.01%0.01%0.01%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.08%0.10%0.16%Q1 2021Q4 20227
Venturi Wealth Management, LLC 520.08%0.28%0.54%Q4 2016Q3 20237
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Cooper Financial Group 660.59%0.66%0.72%Q2 2022Q3 20236
Flaharty Asset Management, LLC 510.03%0.05%0.07%Q2 2021Q3 20236
Capital Wealth Planning, LLC 510.08%0.14%0.23%Q1 2018Q1 20206
Stonegate Investment Group, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Azimuth Capital Investment Management LLC 660.07%0.15%0.22%Q2 2022Q3 20236
Triumph Capital Management 660.42%0.58%0.89%Q2 2022Q3 20236
Providence Wealth Advisors, LLC 660.21%0.23%0.28%Q1 2020Q2 20216
Founders Financial Alliance, LLC 510.07%0.08%0.08%Q3 2020Q1 20226
EATON VANCE MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
Guardian Wealth Advisors, LLC 420.17%0.22%0.31%Q4 2021Q3 20236
Proquility Private Wealth Partners, LLC 210.40%2.06%5.37%Q4 2020Q3 20236
Key FInancial Inc 660.02%0.03%0.04%Q2 2022Q3 20236
LAKE STREET ADVISORS GROUP, LLC 510.05%0.19%0.40%Q3 2021Q3 20236
Tranquility Partners, LLC 660.29%0.32%0.36%Q2 2022Q3 20236
Ironwood Investment Counsel, LLC 420.05%0.06%0.06%Q1 2022Q3 20236
Copperwynd Financial, LLC 660.40%0.50%0.56%Q2 2022Q3 20236
AJ WEALTH STRATEGIES, LLC 660.06%0.10%0.12%Q1 2022Q2 20236
SII INVESTMENTS INC/WI 510.02%0.02%0.03%Q2 2016Q4 20176
Vantage Financial Partners Ltd., Inc. 660.12%0.15%0.18%Q2 2022Q3 20236
CCG WEALTH MANAGEMENT, LLC 661.25%1.79%2.09%Q4 2018Q1 20206
Valmark Advisers, Inc. 330.01%0.01%0.01%Q3 2021Q3 20236
PRIVATE TRUST CO NA 660.06%0.06%0.06%Q2 2022Q3 20236
SG Americas Securities, LLC 310.00%0.01%0.02%Q2 2014Q3 20176
RS CRUM INC. 330.08%0.11%0.13%Q4 2021Q2 20236
Lowe Wealth Advisors, LLC 660.10%0.35%0.76%Q3 2022Q4 20236
Consolidated Planning Corp 660.07%0.09%0.10%Q2 2022Q3 20236
Frontier Wealth Management LLC 330.01%0.04%0.16%Q1 2020Q4 20216
GRAYHAWK INVESTMENT STRATEGIES INC. 664.08%5.24%6.47%Q2 2022Q3 20236
Column Capital Advisors, LLC 660.02%0.07%0.14%Q4 2019Q1 20216
Coston, McIsaac & Partners 662.76%3.20%3.55%Q2 2022Q3 20236
Pegasus Partners Ltd. 660.09%0.11%0.14%Q2 2022Q3 20236
Diversified, LLC 510.11%0.18%0.23%Q4 2020Q3 20236
BBR PARTNERS, LLC 660.12%0.12%0.12%Q2 2022Q3 20236
CENTAURUS FINANCIAL, INC. 410.01%0.02%0.04%Q2 2018Q2 20226
PINNACLE ASSOCIATES LTD 660.02%0.02%0.03%Q4 2018Q1 20206
Meridian Wealth Management, LLC 660.03%0.06%0.08%Q2 2022Q3 20236
New Millennium Group LLC 660.01%0.01%0.01%Q2 2022Q3 20236
TIEDEMANN ADVISORS, LLC 660.06%0.06%0.06%Q1 2020Q2 20216
MONECO Advisors, LLC 660.52%0.69%0.83%Q2 2022Q3 20236
Plante Moran Financial Advisors, LLC 410.00%0.09%0.16%Q4 2015Q3 20226
ASPIRIANT, LLC 660.02%0.03%0.03%Q2 2022Q3 20236
Coastwise Capital Group, LLC 420.24%0.25%0.28%Q1 2022Q3 20236
SEI INVESTMENTS CO 510.00%0.00%0.00%Q1 2016Q2 20186
WBI INVESTMENTS, LLC 660.07%0.11%0.18%Q2 2022Q3 20236
Activest Wealth Management 510.00%0.03%0.07%Q1 2021Q4 20226
Colonial Trust Advisors 510.01%0.02%0.02%Q2 2021Q3 20236
JEPPSON WEALTH MANAGEMENT, LLC 660.50%0.53%0.58%Q2 2022Q3 20236
MARINO, STRAM & ASSOCIATES LLC 660.04%0.04%0.04%Q4 2017Q1 20196
Choate Investment Advisors 660.02%0.02%0.03%Q2 2022Q3 20236
FDx Advisors, Inc. 510.05%0.08%0.18%Q4 2016Q2 20226
CFM WEALTH PARTNERS LLC 310.03%0.04%0.05%Q4 2019Q2 20236
Lansing Street Advisors 320.01%0.05%0.08%Q1 2022Q2 20235
James J. Burns & Company, LLC 550.46%0.58%0.66%Q3 2022Q3 20235
Strategic Wealth Partners, Ltd. 410.01%0.09%0.12%Q1 2018Q1 20235
EverSource Wealth Advisors, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Global Assets Advisory, LLC 550.87%0.98%1.08%Q3 2022Q3 20235
Surevest, LLC 410.05%0.44%1.21%Q4 2019Q3 20225
PARAMETRIC PORTFOLIO ASSOCIATES LLC 410.00%0.00%0.00%Q2 2019Q1 20225
Perennial Investment Advisors, LLC 320.06%0.19%0.55%Q4 2019Q3 20235
OPTIMUM INVESTMENT ADVISORS 550.01%0.01%0.02%Q4 2020Q4 20215
Global Wealth Strategies & Associates 550.00%0.00%0.01%Q4 2022Q4 20235
True Link Financial Advisors, LLC 550.02%0.03%0.03%Q4 2020Q4 20215
BRASADA CAPITAL MANAGEMENT, LP 320.06%0.07%0.07%Q3 2019Q4 20205
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 551.05%3.44%12.49%Q4 2020Q4 20215
Cordasco Financial Network 550.04%0.05%0.06%Q2 2021Q2 20225
Ford Financial Group, LLC 310.03%0.09%0.12%Q2 2021Q4 20225
Zullo Investment Group, Inc. 550.01%0.02%0.02%Q4 2021Q4 20225
Ratio Wealth Group 321.85%2.30%2.63%Q2 2022Q3 20235
JBF Capital, Inc. 551.85%3.14%5.22%Q4 2020Q4 20215
Ironwood Financial, llc 550.00%0.00%0.00%Q3 2020Q3 20215
FULTON BANK, N.A. 550.35%0.38%0.40%Q3 2022Q3 20235
Nan Shan Life Insurance Co., Ltd. 550.05%0.08%0.12%Q3 2016Q3 20175
REDMONT WEALTH ADVISORS LLC 552.35%4.43%6.04%Q3 2022Q3 20235
Crescent Grove Advisors, LLC 550.04%0.05%0.05%Q3 2022Q3 20235
Argentus Capital Management, LLC 550.00%0.10%0.51%Q3 2015Q3 20165
CREDIT AGRICOLE S A 550.00%0.02%0.04%Q1 2014Q1 20155
EPG Wealth Management LLC 410.04%0.08%0.10%Q1 2020Q2 20225
Landsberg, Bennett, & Dubbaneh LLC 553.10%3.86%6.15%Q4 2018Q4 20195
WealthPlan Investment Management, LLC 410.01%0.03%0.07%Q1 2022Q2 20235
Annex Advisory Services, LLC 550.02%0.06%0.07%Q3 2022Q3 20235
ROPES WEALTH ADVISORS LLC 320.02%0.04%0.06%Q3 2020Q3 20225
Jaffetilchin Investment Partners, LLC 410.07%0.11%0.14%Q2 2019Q3 20205
Glassman Wealth Services 410.02%0.02%0.02%Q1 2022Q3 20235
FOUNDERS FINANCIAL SECURITIES LLC 550.05%0.14%0.31%Q3 2020Q3 20215
N.E.W. Advisory Services LLC 550.06%0.10%0.13%Q3 2022Q3 20235
LS Investment Advisors, LLC 410.06%0.15%0.30%Q4 2018Q3 20205
Investors Capital Advisory Services 550.05%0.07%0.13%Q2 2015Q2 20165
Colonial Trust Co / SC 550.03%0.03%0.03%Q3 2022Q3 20235
CAHILL FINANCIAL ADVISORS INC 550.04%0.04%0.05%Q3 2022Q3 20235
Visionary Wealth Advisors 410.02%0.02%0.02%Q2 2022Q3 20235
Center for Financial Planning, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
SILVER OAK SECURITIES, INCORPORATED 310.08%0.11%0.12%Q1 2022Q3 20235
Ten Capital Wealth Advisors, LLC 550.01%0.01%0.01%Q1 2022Q1 20235
Palisade Asset Management, LLC 550.07%0.08%0.08%Q3 2022Q3 20235
New Capital Management LP 550.01%0.02%0.03%Q4 2018Q4 20195
Prime Capital Investment Advisors, LLC 410.00%0.27%0.66%Q4 2020Q3 20235
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 320.00%0.00%0.00%Q2 2022Q3 20235
Global Financial Private Capital, Inc 320.00%0.01%0.02%Q3 2017Q2 20195
CoreCap Advisors, LLC 550.02%0.03%0.03%Q4 2021Q4 20225
PagnatoKarp Partners LLC 550.08%0.15%0.30%Q4 2016Q4 20175
Corient Capital Partners, LLC 550.04%0.05%0.05%Q4 2018Q4 20195
Northeast Financial Consultants Inc 440.02%0.03%0.04%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
BUCKINGHAM STRATEGIC WEALTH, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Spectrum Management Group, LLC 310.00%0.01%0.02%Q4 2018Q3 20224
Fortis Advisors, LLC 440.09%0.10%0.12%Q2 2019Q1 20204
MOODY NATIONAL BANK TRUST DIVISION 440.04%0.04%0.05%Q4 2022Q3 20234
JACKSON SQUARE CAPITAL, LLC 440.04%0.05%0.06%Q4 2019Q3 20204
Farther Finance Advisors, LLC 440.87%1.17%1.43%Q4 2022Q3 20234
VitalStone Financial, LLC 440.00%0.06%0.15%Q4 2022Q3 20234
RESTON WEALTH MANAGEMENT LLC 440.16%0.18%0.20%Q1 2022Q4 20224
Kapstone Financial Advisors LLC 440.38%0.45%0.49%Q4 2022Q3 20234
USCA RIA LLC 310.04%0.34%0.45%Q2 2017Q4 20204
Dynasty Wealth Management, LLC 440.24%0.89%1.24%Q4 2017Q3 20184
OLD MISSION CAPITAL LLC 310.02%0.10%0.29%Q4 2019Q3 20234
Y.D. More Investments Ltd 440.03%0.03%0.04%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CREDIT SUISSE AG/ 310.00%0.01%0.01%Q4 2019Q2 20234
Centurion Wealth Management LLC 442.69%2.74%2.85%Q4 2022Q3 20234
FIRST INTERSTATE BANK 440.00%0.00%0.00%Q1 2019Q4 20194
DRIVE WEALTH MANAGEMENT, LLC 440.08%0.09%0.12%Q4 2022Q3 20234
Intrepid Financial Planning Group LLC 440.12%0.15%0.17%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.09%0.10%0.10%Q4 2022Q3 20234
OAKWOOD CAPITAL MANAGEMENT LLC/CA 440.21%0.22%0.23%Q1 2019Q4 20194
Kerntke Otto McGlone Wealth Management Group 440.32%0.49%0.64%Q4 2022Q3 20234
Breakwater Capital Group 441.20%1.29%1.38%Q4 2022Q3 20234
Wealth Quarterback LLC 220.02%0.02%0.04%Q4 2019Q3 20214
TWO SIGMA SECURITIES, LLC 210.01%0.01%0.02%Q3 2021Q3 20234
20/20 Capital Management, Inc. 440.51%3.45%4.83%Q3 2020Q2 20214
Allianz Asset Management GmbH 310.00%0.00%0.00%Q4 2015Q4 20194
Family Capital Management, Inc. 440.39%0.53%0.58%Q4 2022Q3 20234
Eagle Capital Management, LLC 222.71%3.08%3.30%Q1 2015Q4 20164
Virtu Financial LLC 210.04%0.08%0.14%Q4 2015Q4 20194
Creative Capital Management Investments LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Crown Wealth Group, LLC 310.21%0.38%0.74%Q4 2021Q3 20234
1834 INVESTMENT ADVISORS CO 440.00%0.00%0.00%Q4 2019Q3 20204
Anson Capital, Inc. 440.30%0.39%0.46%Q4 2022Q3 20234
Trilogy Capital Inc. 440.05%0.05%0.06%Q4 2022Q3 20234
Corient Private Wealth LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Beacon Pointe Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
ASB Consultores, LLC 310.31%3.48%5.31%Q1 2022Q3 20234
NICOLET BANKSHARES INC 440.07%0.07%0.08%Q4 2021Q3 20224
WATERSHED PRIVATE WEALTH LLC 440.13%0.15%0.17%Q4 2022Q3 20234
VIAWEALTH, LLC 441.93%2.81%3.24%Q4 2022Q3 20234
CITIZENS FINANCIAL GROUP INC/RI 440.00%0.00%0.00%Q2 2019Q1 20204
Financial Partners Group, LLC 442.39%2.53%2.75%Q4 2022Q3 20234
Atlantic Union Bankshares Corp 220.06%0.09%0.12%Q4 2018Q4 20194
G&S Capital LLC 440.02%0.83%1.14%Q2 2019Q1 20204
BRADY FAMILY WEALTH, LLC 440.19%0.19%0.20%Q4 2022Q3 20234
SALEM INVESTMENT COUNSELORS INC 440.00%0.00%0.00%Q1 2022Q4 20224
Barrett Asset Management, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
WINTRUST INVESTMENTS LLC 210.02%0.02%0.03%Q2 2022Q3 20234
Cassaday & Co Wealth Management LLC 442.30%2.52%2.96%Q4 2022Q3 20234
Certified Advisory Corp 310.00%0.02%0.03%Q4 2017Q1 20214
TWIN FOCUS CAPITAL PARTNERS, LLC 440.06%0.07%0.07%Q4 2020Q3 20214
CHANNEL WEALTH LLC 440.82%1.04%1.40%Q1 2023Q4 20234
Global Strategic Investment Solutions, LLC 440.09%0.10%0.10%Q1 2021Q4 20214
LMG Wealth Partners, LLC 441.92%2.05%2.17%Q4 2022Q3 20234
Aaron Wealth Advisors LLC 440.04%0.13%0.22%Q4 2021Q3 20224
Sonora Investment Management Group, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.21%0.24%0.27%Q4 2020Q3 20214
Cordatus Wealth Management LLC 440.42%1.07%1.60%Q4 2022Q3 20234
Bay Harbor Wealth Management, LLC 440.01%0.01%0.01%Q2 2019Q1 20204
CFO4Life Group, LLC 310.09%0.11%0.16%Q4 2017Q4 20194
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.00%0.00%0.01%Q4 2022Q3 20234
Red Spruce Capital, LLC 440.30%0.33%0.35%Q2 2022Q1 20234
Shira Ridge Wealth Management 440.37%0.55%0.71%Q4 2022Q3 20234
Park Place Capital Corp 440.36%0.38%0.38%Q4 2022Q3 20234
Marcum Wealth, LLC 440.06%0.07%0.07%Q3 2022Q2 20234
FormulaFolio Investments, LLC 440.01%0.01%0.02%Q1 2019Q4 20194
PYA Waltman Capital, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
NORTHSTAR WEALTH PARTNERS LLC 440.19%0.20%0.23%Q1 2017Q4 20174
Level Financial Advisors 440.03%0.04%0.04%Q4 2021Q3 20224
Paragon Private Wealth Management, LLC 440.30%0.96%1.45%Q4 2022Q3 20234
Holloway Wealth Management, LLC 440.02%0.02%0.02%Q2 2021Q1 20224
BOS Asset Management, LLC 440.27%0.30%0.33%Q4 2022Q3 20234
UBS AG 440.00%0.01%0.02%Q4 2013Q3 20144
CHAPIN DAVIS, INC. 440.20%0.20%0.21%Q4 2022Q3 20234
SP Asset Management LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Wealth Alliance 440.04%0.04%0.05%Q4 2022Q3 20234
TORONTO DOMINION BANK 310.00%0.00%0.00%Q1 2015Q3 20234
Cresta Advisors, Ltd. 441.50%5.31%8.07%Q3 2022Q2 20234
ARMSTRONG ADVISORY GROUP, INC 440.02%0.02%0.02%Q4 2022Q3 20234
WoodTrust Financial Corp 440.05%0.06%0.06%Q4 2020Q3 20214
NORTHWEST INVESTMENT COUNSELORS, LLC 440.06%0.06%0.06%Q4 2022Q3 20234
Virtu KCG Holdings LLC 210.01%0.01%0.01%Q4 2013Q2 20164
Silicon Valley Capital Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Prosperity Wealth Management, Inc. 440.48%0.69%0.88%Q4 2022Q3 20234
True Wealth Design, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Paul John Balson 440.14%0.19%0.26%Q1 2020Q4 20204
Meristem Family Wealth, LLC 440.12%0.15%0.18%Q2 2021Q1 20224
Wick Capital Partners, LLC 440.20%0.21%0.23%Q4 2022Q3 20234
Oak Harvest Investment Services 440.21%0.39%0.49%Q4 2022Q3 20234
Legacy Wealth Planning, LLC 330.29%0.42%0.55%Q1 2022Q3 20223
Regis Acquisition Inc. 330.09%0.09%0.10%Q1 2023Q3 20233
PrairieView Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Perigon Wealth Management, LLC 330.01%0.01%0.02%Q4 2022Q2 20233
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Mach-1 Financial Group, LLC 210.12%0.31%0.62%Q2 2022Q1 20233
CAPITAL PERFORMANCE ADVISORS LLP 210.10%0.11%0.12%Q1 2022Q2 20233
NORTH STAR ASSET MANAGEMENT INC 330.05%0.05%0.05%Q2 2022Q4 20223
JAMES INVESTMENT RESEARCH INC 330.00%0.00%0.00%Q3 2022Q1 20233
Jupiter Wealth Management LLC 211.10%2.36%3.29%Q1 2020Q3 20233
Capital Market Strategies LLC 330.27%0.28%0.30%Q2 2023Q4 20233
Concentrum Wealth Management 330.28%0.37%0.43%Q2 2019Q4 20193
NorthCrest Asset Manangement, LLC 330.25%0.33%0.38%Q1 2023Q3 20233
Trek Financial, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
DOLIVER ADVISORS, LP 110.09%0.24%0.47%Q3 2019Q3 20213
Quadrant Private Wealth Management, LLC 330.16%0.18%0.21%Q1 2020Q3 20203
Empire Financial Management Company, LLC 330.39%0.39%0.40%Q1 2023Q3 20233
F3Logic, LLC 210.04%0.20%0.28%Q3 2021Q4 20223
River Wealth Advisors LLC 330.04%0.04%0.04%Q2 2018Q4 20183
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Charter Oak Capital Management, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
DB Wealth Management Group, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
BARCLAYS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 330.00%0.01%0.01%Q4 2019Q2 20203
TIEMANN INVESTMENT ADVISORS, LLC 330.11%0.11%0.12%Q1 2023Q3 20233
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q4 20193
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q2 2022Q1 20233
HORIZON BANCORP INC /IN/ 330.01%0.01%0.01%Q1 2023Q3 20233
TWO SIGMA INVESTMENTS, LP 330.00%0.00%0.00%Q2 2022Q4 20223
Cable Hill Partners, LLC 210.01%0.01%0.01%Q3 2016Q1 20193
Riggs Asset Managment Co. Inc. 330.02%0.02%0.02%Q2 2022Q4 20223
Benchmark Wealth Management, LLC 210.18%0.21%0.26%Q4 2019Q3 20203
Connecticut Wealth Management, LLC 330.45%0.50%0.54%Q1 2023Q3 20233
ProVise Management Group, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Bison Wealth, LLC 210.14%0.20%0.22%Q2 2020Q3 20233
Planning Solutions Group LLC 330.21%0.22%0.22%Q4 2018Q2 20193
BOSTON FINANCIAL MANGEMENT LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Summit Financial, LLC 330.04%0.06%0.07%Q3 2022Q1 20233
EVEXIA WEALTH LLC 330.30%0.33%0.35%Q1 2023Q3 20233
U.S. Capital Wealth Advisors, LLC 210.00%0.03%0.05%Q4 2022Q3 20233
Financial Management Professionals, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Richard W. Paul & Associates, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Strategic Financial Concepts, LLC 330.76%0.81%0.87%Q1 2023Q3 20233
McElhenny Sheffield Capital Management, LLC 210.06%0.10%0.14%Q4 2022Q3 20233
DAYMARK WEALTH PARTNERS, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.12%0.13%0.14%Q1 2023Q3 20233
CORA CAPITAL ADVISORS LLC 332.69%2.76%2.85%Q1 2023Q3 20233
TIAA, FSB 330.00%0.00%0.00%Q4 2022Q2 20233
Westshore Wealth, LLC 210.25%0.36%0.57%Q4 2019Q2 20213
Kraft, Davis & Associates, LLC 213.46%3.70%3.98%Q4 2022Q3 20233
Highwater Wealth Management, LLC 336.38%6.75%7.33%Q1 2019Q3 20193
McAdam, LLC 330.01%0.02%0.02%Q1 2018Q3 20183
SPRENG CAPITAL MANAGEMENT, INC. 330.33%0.94%1.55%Q1 2023Q3 20233
BADGLEY PHELPS & BELL INC 330.01%0.01%0.01%Q1 2019Q3 20193
Financial Gravity Companies, Inc. 210.10%0.10%0.10%Q4 2017Q4 20183
EDMOND DE ROTHSCHILD (SUISSE) S.A. 330.49%0.63%0.79%Q1 2016Q3 20163
MinichMacGregor Wealth Management, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
PFG Investments, LLC 330.29%0.44%0.60%Q1 2023Q3 20233
Gallagher Fiduciary Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Covington Capital Management 330.00%0.00%0.00%Q4 2021Q2 20223
Eagle Bay Advisors LLC 330.18%0.21%0.23%Q1 2023Q3 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 210.00%0.00%0.00%Q1 2022Q1 20233
Raleigh Capital Management Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
Engrave Wealth Partners LLC 330.10%0.12%0.14%Q4 2019Q2 20203
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
Stratos Wealth Advisors, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
NWAM LLC 330.04%0.04%0.04%Q2 2019Q4 20193
Paragon Wealth Strategies, LLC 337.82%8.94%9.89%Q4 2016Q2 20173
MARIPAU WEALTH MANAGEMENT LLC 330.24%0.25%0.26%Q3 2022Q1 20233
BIVIN & ASSOCIATES, INC. 330.71%0.80%0.95%Q4 2021Q2 20223
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Advocacy Wealth Management Services, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
CALDWELL SUTTER CAPITAL, INC. 330.05%0.06%0.06%Q1 2023Q3 20233
Sequoia Financial Advisors, LLC 210.02%0.03%0.03%Q1 2022Q4 20223
Waterloo Capital, L.P. 330.11%0.12%0.13%Q1 2023Q3 20233
Pflug Koory, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Prosperity Financial Group, Inc. 330.24%1.36%2.77%Q1 2023Q3 20233
Clarkston Capital Partners, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
RIA Advisory Group LLC 330.24%0.24%0.25%Q1 2023Q3 20233
Antonetti Capital Management LLC 210.00%0.00%0.00%Q2 2010Q4 20213
VALLEY FINANCIAL MANAGEMENT, INC. 333.20%4.03%5.41%Q3 2022Q1 20233
Cedar Brook Financial Partners, LLC 330.10%0.12%0.14%Q4 2018Q2 20193
Sowa Financial Group, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
Stuart Chaussee & Associates, Inc. 330.02%8.91%26.65%Q4 2021Q2 20223
Zions Bancorporation, N.A. 330.00%0.00%0.00%Q1 2020Q3 20203
Executive Wealth Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Manifold Partners, LLC 220.00%0.01%0.01%Q3 2015Q4 20152
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 220.35%0.37%0.38%Q2 2022Q3 20222
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q3 2018Q2 20192
FIRST HORIZON CORP 220.00%0.00%0.00%Q3 2020Q4 20202
Hilltop Partners LLC 220.15%0.16%0.16%Q2 2023Q3 20232
Eagle Bluffs Wealth Management LLC 220.19%0.20%0.20%Q1 2023Q2 20232
Klingman & Associates, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
KINGSWOOD WEALTH ADVISORS, LLC 220.20%0.25%0.30%Q2 2023Q3 20232
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
BTS Asset Management, Inc. 220.21%0.23%0.25%Q2 2023Q3 20232
SAXON INTERESTS, INC. 220.76%0.76%0.76%Q1 2023Q2 20232
Quent Capital, LLC 110.01%0.02%0.04%Q2 2022Q4 20222
Trexquant Investment LP 110.01%0.01%0.02%Q2 2020Q3 20232
WFA of San Diego, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Briaud Financial Planning, Inc 110.11%0.12%0.13%Q4 2021Q3 20232
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
Daiwa Securities Group Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Narwhal Capital Management 220.04%0.04%0.04%Q2 2023Q3 20232
SouthState Corp 220.00%0.00%0.00%Q1 2022Q2 20222
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Golden State Equity Partners 220.46%0.46%0.47%Q2 2023Q3 20232
Invst, LLC 220.05%0.06%0.08%Q2 2023Q3 20232
Your Advocates Ltd., LLP 220.01%0.01%0.01%Q2 2020Q3 20202
GUIDANCE CAPITAL, INC 220.60%0.61%0.63%Q2 2023Q3 20232
Accredited Investors Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q1 2023Q3 20232
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q1 2019Q1 20232
ORG Partners LLC 220.08%0.27%0.46%Q2 2023Q3 20232
Headlands Technologies LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.27%0.27%0.27%Q2 2022Q3 20222
Cornerstone Advisors, Inc. 220.02%0.03%0.04%Q2 2018Q3 20182
Vident Investment Advisory, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Merit Financial Group, LLC 220.03%0.03%0.03%Q1 2020Q2 20202
Paradigm, Strategies in Wealth Management, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
WT Wealth Management 223.09%3.13%3.16%Q3 2019Q4 20192
Capital Analysts, LLC 110.00%0.00%0.00%Q1 2021Q3 20232
Retireful, LLC 220.26%0.59%0.91%Q1 2023Q2 20232
CASTLE WEALTH MANAGEMENT LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Cherry Tree Wealth Management, LLC 220.03%0.04%0.04%Q2 2023Q3 20232
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.02%Q4 2017Q1 20182
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Warther Private Wealth, LLC 220.14%0.16%0.17%Q4 2021Q1 20222
Garden State Investment Advisory Services LLC 220.19%0.20%0.20%Q2 2023Q3 20232
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Lee Financial Co 220.02%0.02%0.02%Q1 2018Q2 20182
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 220.10%0.10%0.11%Q2 2022Q3 20222
Atlas Private Wealth Advisors 220.02%0.02%0.02%Q2 2020Q3 20202
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 220.38%0.38%0.39%Q4 2019Q1 20202
Resonant Capital Advisors, LLC 110.03%0.06%0.09%Q1 2020Q3 20222
FLPUTNAM INVESTMENT MANAGEMENT CO 220.01%0.01%0.01%Q2 2023Q3 20232
Fund Evaluation Group, LLC 220.17%0.19%0.22%Q4 2019Q1 20202
Focused Wealth Management, Inc 220.01%0.01%0.01%Q3 2019Q4 20192
Aurora Investment Managers, LLC. 221.98%2.86%3.73%Q4 2019Q1 20202
Crabel Capital Management, LLC 110.09%0.12%0.15%Q4 2021Q2 20232
KWMG, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Procyon Advisors, LLC 110.01%0.02%0.02%Q4 2019Q2 20202
PROFESSIONAL PLANNING 220.14%0.15%0.15%Q2 2021Q3 20212
Belvedere Trading LLC 110.02%0.03%0.03%Q4 2021Q4 20212
Bouchey Financial Group Ltd 220.03%0.03%0.03%Q1 2021Q2 20212
Squar Milner Financial Services LLC 220.00%0.00%0.00%Q4 2019Q1 20202
NewSquare Capital LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Bellwether Investment Group, LLC 220.04%0.05%0.05%Q4 2016Q1 20172
Avantax Planning Partners, Inc. 110.00%0.02%0.03%Q3 2018Q3 20202
Successful Portfolios LLC 220.14%0.15%0.15%Q4 2022Q1 20232
GENERAL AMERICAN INVESTORS CO INC 220.08%0.10%0.12%Q2 2023Q3 20232
WESTPORT RESOURCES MANAGEMENT INC 220.01%0.01%0.02%Q2 2016Q3 20162
Resolute Wealth Strategies, LLC 220.17%0.17%0.18%Q1 2023Q2 20232
Crosspoint Capital Strategies, LLC 110.01%0.25%0.49%Q4 2014Q4 20152
STANCORP INVESTMENT ADVISERS INC 220.13%0.13%0.13%Q4 2014Q1 20152
Horan Capital Advisors, LLC. 110.01%0.01%0.01%Q4 2019Q3 20202
Lion Street Advisors, LLC 110.01%0.17%0.33%Q1 2020Q2 20212
Old North State Trust, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Annapolis Financial Services, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q3 2020Q3 20232
Aurora Private Wealth, Inc. 110.00%0.05%0.09%Q1 2020Q2 20222
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2017Q1 20222
Samalin Investment Counsel, LLC 110.11%0.12%0.12%Q4 2021Q2 20232
BAROMETER CAPITAL MANAGEMENT INC. 220.16%0.21%0.27%Q1 2016Q2 20162
Global Wealth Management Investment Advisory, Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
Signature Wealth Management Group 220.01%0.01%0.01%Q4 2017Q1 20182
Faithward Advisors, LLC 220.00%0.01%0.01%Q1 2023Q2 20232
GAM Holding AG 220.04%0.05%0.05%Q2 2019Q3 20192
tru Independence LLC 110.00%0.01%0.01%Q4 2019Q2 20212
GeoWealth Management, LLC 110.98%1.05%1.13%Q3 2021Q1 20222
Greenwich Wealth Management LLC 220.17%0.17%0.17%Q3 2016Q4 20162
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
Black Swift Group, LLC 220.03%0.05%0.06%Q4 2020Q1 20212
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2020Q3 20202
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Semmax Financial Advisors Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
ASSETMARK, INC 110.00%0.00%0.00%Q3 2020Q4 20222
MBE Wealth Management, LLC 220.01%0.16%0.30%Q4 2019Q1 20202
XR Securities LLC 112.99%2.99%2.99%Q1 2018Q1 20181
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Patten Group, Inc. 110.02%0.02%0.02%Q4 2018Q4 20181
B. Riley Financial, Inc. 110.06%0.06%0.06%Q3 2017Q3 20171
Register Financial Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Wellesley Investment Partners, LLC 110.09%0.09%0.09%Q2 2018Q2 20181
Scissortail Wealth Management, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MKD WEALTH COACHES, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
Evolution Advisers, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Poehling Capital Management, INC. 110.15%0.15%0.15%Q1 2022Q1 20221
Curi Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Agate Pass Investment Management, LLC 110.35%0.35%0.35%Q2 2022Q2 20221
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
HBW ADVISORY SERVICES LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Betterment LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Edge Advisors, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Horizon Wealth Management, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
BECK CAPITAL MANAGEMENT, LLC 110.07%0.07%0.07%Q4 2015Q4 20151
VESTOR CAPITAL, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Lighthouse Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Coppell Advisory Solutions LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Second Half Financial Partners, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
Steward Financial Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ATWOOD & PALMER INC 110.00%0.00%0.00%Q4 2020Q4 20201
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2015Q1 20151
Busey Bank 110.00%0.00%0.00%Q4 2019Q4 20191
Belmont Capital, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Prestige Wealth Management Group LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Summit X, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Monument Capital Management 110.05%0.05%0.05%Q3 2018Q3 20181
HARTLINE INVESTMENT CORP/ 110.44%0.44%0.44%Q3 2022Q3 20221
Tandem Wealth Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Grey Fox Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Insight Wealth Strategies, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
Allred Capital Management, LLC 110.66%0.66%0.66%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.16%0.16%0.16%Q3 2023Q3 20231
Sound View Wealth Advisors, LLC 110.23%0.23%0.23%Q1 2019Q1 20191
FineMark National Bank & Trust 110.00%0.00%0.00%Q3 2016Q3 20161
AXS Investments LLC 110.34%0.34%0.34%Q1 2021Q1 20211
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.22%0.22%0.22%Q2 2022Q2 20221
Berkshire Money Management, Inc. 111.13%1.13%1.13%Q2 2022Q2 20221
NEXT Financial Holdings 110.10%0.10%0.10%Q1 2019Q1 20191
EFG CAPITAL INTERNATIONAL CORP. 110.19%0.19%0.19%Q2 2023Q2 20231
EagleClaw Capital Managment, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Tuttle Capital Management, LLC 110.30%0.30%0.30%Q2 2020Q2 20201
Aspire Private Capital, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Sunesis Advisors, LLC 110.35%0.35%0.35%Q1 2023Q1 20231
OXFORD FINANCIAL GROUP, LTD. LLC 110.07%0.07%0.07%Q1 2020Q1 20201
Chicago Partners Investment Group LLC 110.02%0.02%0.02%Q3 2018Q3 20181
MOTCO 110.01%0.01%0.01%Q2 2021Q2 20211
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
St. James Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Delek Group, Ltd. 110.00%0.00%0.00%Q4 2017Q4 20171
JOHNSON INVESTMENT COUNSEL INC 110.00%0.00%0.00%Q3 2022Q3 20221
MBA Advisors LLC 110.32%0.32%0.32%Q3 2023Q3 20231
BIRINYI ASSOCIATES INC 110.25%0.25%0.25%Q3 2016Q3 20161
Bridge Advisory, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Sheaff Brock Investment Advisors, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Plancorp, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
ACG Wealth 110.52%0.52%0.52%Q4 2017Q4 20171
Timber Creek Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
Global Trust Asset Management, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
Minot Wealth Management LLC 110.12%0.12%0.12%Q4 2019Q4 20191
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Impact Partnership Wealth, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
TD Capital Management LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Amplius Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2021Q1 20211
Capital Square, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
ARS Wealth Advisors Group, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Lucia Wealth Services, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
PRW Wealth Management LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Octavia Wealth Advisors, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Rehmann Capital Advisory Group 110.01%0.01%0.01%Q1 2018Q1 20181
Valued Wealth Advisors LLC 110.02%0.02%0.02%Q4 2023Q4 20231
Lebenthal Global Advisors, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Cypress Capital, LLC 112.14%2.14%2.14%Q3 2023Q3 20231
Homrich & Berg 110.01%0.01%0.01%Q3 2021Q3 20211
KICKSTAND VENTURES, LLC. 111.77%1.77%1.77%Q3 2023Q3 20231
Granite Bay Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Grove Bank & Trust 110.04%0.04%0.04%Q3 2023Q3 20231
New Republic Capital, LLC 110.82%0.82%0.82%Q4 2022Q4 20221
Gallagher Benefit Services, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
LITTLE HOUSE CAPITAL LLC 110.01%0.01%0.01%Q1 2019Q1 20191
WESPAC Advisors, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
COLONY GROUP LLC 110.01%0.01%0.01%Q4 2022Q4 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Maltin Wealth Management, Inc. 110.16%0.16%0.16%Q3 2020Q3 20201
MWA Asset Management 110.20%0.20%0.20%Q3 2023Q3 20231
Power Corp of Canada 110.70%0.70%0.70%Q1 2022Q1 20221
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
DAVIDSON INVESTMENT ADVISORS 110.02%0.02%0.02%Q3 2023Q3 20231
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Banco BTG Pactual S.A. 110.49%0.49%0.49%Q3 2022Q3 20221
Bray Capital Advisors 110.03%0.03%0.03%Q1 2023Q1 20231
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Burleson & Company, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Financial Services Advisory Inc 110.93%0.93%0.93%Q4 2017Q4 20171
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PICTET ASSET MANAGEMENT LTD 110.00%0.00%0.00%Q2 2021Q2 20211
WELCH & FORBES LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Optiver Holding B.V. 110.00%0.00%0.00%Q2 2021Q2 20211
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Shilanski & Associates, Inc. 111.99%1.99%1.99%Q3 2022Q3 20221
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) 110.54%0.54%0.54%Q3 2016Q3 20161
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Conservest Capital Advisors, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Ipsen Advisor Group LLC 111.84%1.84%1.84%Q4 2022Q4 20221
Covenant Multifamily Offices, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Quantinno Capital Management LP 110.01%0.01%0.01%Q3 2023Q3 20231
GTS SECURITIES LLC 110.01%0.01%0.01%Q3 2023Q3 20231
JANICZEK WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
Atomi Financial Group, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
Onyx Bridge Wealth Group LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Sage Investment Advisers LLC 110.60%0.60%0.60%Q4 2021Q4 20211
NewDay Solutions, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
Destiny Wealth Partners, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Bayesian Capital Management, LP 110.07%0.07%0.07%Q1 2020Q1 20201
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Weatherstone Capital Management 113.95%3.95%3.95%Q4 2018Q4 20181
Pine Valley Investments Ltd Liability Co 110.06%0.06%0.06%Q3 2023Q3 20231
ALBION FINANCIAL GROUP /UT 110.56%0.56%0.56%Q2 2023Q2 20231
Willingdon Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MFA WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Columbus Macro, LLC 110.53%0.53%0.53%Q2 2022Q2 20221
Birchcreek Wealth Management, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Edmond de Rothschild (Europe) 110.20%0.20%0.20%Q3 2016Q3 20161
Oxler Private Wealth LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Horizon Kinetics 110.03%0.03%0.03%Q3 2018Q3 20181
Safeguard Investment Advisory Group, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2021Q4 20211
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Spearhead Capital Advisors, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Azimuth Capital Management LLC 110.06%0.06%0.06%Q1 2022Q1 20221
ALTERNA WEALTH MANAGEMENT, INC 110.15%0.15%0.15%Q4 2018Q4 20181
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Castle Financial & Retirement Planning Associates, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Laird Norton Wetherby Trust Company, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Bellwether Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Bank Pictet & Cie (Europe) AG 110.03%0.03%0.03%Q1 2023Q1 20231
CX Institutional 110.04%0.04%0.04%Q4 2022Q4 20221
Acropolis Investment Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
QCM Cayman, Ltd. 110.27%0.27%0.27%Q4 2020Q4 20201
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q1 2017Q1 20171
APPLETON PARTNERS INC/MA 110.02%0.02%0.02%Q3 2023Q3 20231
SYM FINANCIAL Corp 110.12%0.12%0.12%Q3 2023Q3 20231
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Castleview Partners, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
WIN ADVISORS, INC 115.96%5.96%5.96%Q1 2022Q1 20221
Bogart Wealth, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Hudock, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
CERTUITY, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Asset Advisors Investment Management, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
O'Dell Group, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Nalls Sherbakoff Group, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Gupta Wealth Management LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Sage Advisory Services, Ltd.Co. 110.04%0.04%0.04%Q1 2019Q1 20191
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q2 2018Q2 20181
Financial Enhancement Group LLC 110.11%0.11%0.11%Q1 2019Q1 20191
PRING TURNER CAPITAL GROUP INC 110.17%0.17%0.17%Q3 2023Q3 20231
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q2 2022Q2 20221
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q1 2014Q1 20141
KPP Advisory Services LLC 113.46%3.46%3.46%Q3 2023Q3 20231
Field & Main Bank 110.00%0.00%0.00%Q2 2020Q2 20201
Fortis Capital Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
DEARBORN PARTNERS LLC 110.16%0.16%0.16%Q4 2020Q4 20201
Guild Investment Management, Inc. 111.92%1.92%1.92%Q4 2021Q4 20211
CONSOLIDATED CAPITAL MANAGEMENT, LLC 110.32%0.32%0.32%Q4 2017Q4 20171
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q1 2023Q1 20231
Fiduciary Trust Co International of Pennsylvania 110.04%0.04%0.04%Q4 2015Q4 20151
FIRST FINANCIAL EQUITY CORPORATION 110.08%0.08%0.08%Q1 2017Q1 20171
NorthCoast Asset Management LLC 110.30%0.30%0.30%Q3 2021Q3 20211
Watson Rebecca 110.02%0.02%0.02%Q2 2020Q2 20201
Confluence Wealth Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
SYNTAX RESEARCH, INC. 113.26%3.26%3.26%Q3 2023Q3 20231
External links

This page lists all the filers that currently own PROSHARES TR or have owned PROSHARES TR in the past.