Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.02% | 0.13% | 0.22% | Q1 2018 | Q3 2023 | 23 |
LPL Financial LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
IFP Advisors, Inc | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
WELLS FARGO & COMPANY/MN | 10 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Cetera Advisors LLC | 11 | 6 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 17 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
BEAM WEALTH ADVISORS, INC. | 16 | 16 | 0.26% | 0.72% | 1.24% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Geneos Wealth Management Inc. | 12 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 15 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 14 |
American Portfolios Advisors | 13 | 13 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q3 2022 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
UBS Group AG | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
Capital Advisory Group Advisory Services, LLC | 12 | 12 | 0.26% | 0.69% | 1.11% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.02% | 0.80% | 1.13% | Q4 2020 | Q3 2023 | 12 |
Asset Dedication, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Private Advisor Group, LLC | 11 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.13% | 1.09% | 1.64% | Q4 2020 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 12 | 12 | 0.02% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 12 |
First Horizon Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Sowell Financial Services LLC | 6 | 5 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Glassman Wealth Services | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.05% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Executive Wealth Management, LLC | 11 | 11 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
TSFG, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Advisory Services Network, LLC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
HHM Wealth Advisors, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Advisory Alpha, LLC | 11 | 11 | 0.01% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
MML INVESTORS SERVICES, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 | 11 | 0.31% | 1.50% | 2.17% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Kovack Advisors, Inc. | 11 | 11 | 0.03% | 0.15% | 0.23% | Q1 2021 | Q3 2023 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2023 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.13% | 0.19% | Q1 2021 | Q3 2023 | 10 |
J.W. COLE ADVISORS, INC. | 9 | 1 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 10 |
MORGAN STANLEY | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Institute for Wealth Management, LLC. | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Western Wealth Management, LLC | 8 | 2 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 10 |
SeaCrest Wealth Management, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q4 2022 | 10 |
CENTRAL TRUST Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Cadent Capital Advisors, LLC | 10 | 10 | 0.13% | 0.50% | 0.79% | Q2 2021 | Q3 2023 | 10 |
Spire Wealth Management | 9 | 1 | 0.00% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Koshinski Asset Management, Inc. | 10 | 10 | 0.02% | 0.05% | 0.11% | Q1 2021 | Q2 2023 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
North Star Investment Management Corp. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Prospera Financial Services Inc | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2023 | 9 |
Allworth Financial LP | 7 | 2 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Capital Advisors, Ltd. LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Retirement Group, LLC | 7 | 2 | 0.02% | 0.04% | 0.11% | Q1 2021 | Q3 2023 | 9 |
Clearview Wealth Advisors LLC | 8 | 1 | 0.00% | 0.28% | 0.39% | Q2 2021 | Q3 2023 | 9 |
St. Johns Investment Management Company, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
LINCOLN NATIONAL CORP | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Mutual Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
RATIONAL ADVISORS LLC | 7 | 1 | 0.05% | 0.33% | 0.49% | Q1 2018 | Q1 2020 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Johnson Financial Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
BANK OF MONTREAL /CAN/ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Steward Partners Investment Advisory, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 8 | 8 | 0.12% | 0.15% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Virtu Financial LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 8 |
WNY Asset Management, LLC | 8 | 8 | 0.11% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.19% | 0.32% | 0.50% | Q4 2021 | Q3 2023 | 8 |
BANK OF AMERICA CORP /DE/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AlphaStar Capital Management, LLC | 8 | 8 | 0.04% | 0.06% | 0.10% | Q3 2020 | Q2 2022 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.06% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
GPS Wealth Strategies Group, LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q2 2023 | 7 |
Insight Wealth Strategies, LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
WEDBUSH SECURITIES INC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Brookstone Capital Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Core Wealth Advisors, Inc. | 7 | 7 | 0.03% | 0.08% | 0.10% | Q1 2021 | Q3 2022 | 7 |
CULLEN/FROST BANKERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Regal Investment Advisors LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q4 2022 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Belpointe Asset Management LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 6 |
Wealthspire Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
SIMPLEX TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 6 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.06% | 0.12% | Q1 2021 | Q3 2022 | 6 |
Financial Architects, Inc | 4 | 2 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q2 2023 | 6 |
Visionary Wealth Advisors | 6 | 6 | 0.03% | 0.08% | 0.18% | Q4 2021 | Q1 2023 | 6 |
Ausdal Financial Partners, Inc. | 6 | 6 | 0.06% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
HB Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Stegent Equity Advisors, Inc. | 6 | 6 | 0.25% | 0.32% | 0.43% | Q4 2021 | Q1 2023 | 6 |
CreativeOne Wealth, LLC | 6 | 6 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q1 2022 | 6 |
GODSEY & GIBB, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MONEY CONCEPTS CAPITAL CORP | 6 | 6 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.08% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.02% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Pensionmark Financial Group, LLC | 5 | 5 | 0.06% | 0.21% | 0.26% | Q3 2021 | Q3 2022 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.13% | 0.42% | 0.66% | Q3 2022 | Q3 2023 | 5 |
TRUIST FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
CALTON & ASSOCIATES, INC. | 5 | 5 | 0.04% | 0.17% | 0.43% | Q1 2021 | Q1 2022 | 5 |
IVC Wealth Advisors LLC | 5 | 5 | 0.14% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Aptus Capital Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BerganKDV Wealth Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2023 | 5 |
Financial Advocates Investment Management | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Focused Wealth Management, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
ROYAL BANK OF CANADA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Atria Investments, Inc | 5 | 5 | 0.03% | 0.03% | 0.05% | Q1 2022 | Q1 2023 | 5 |
Asset Allocation Strategies LLC | 4 | 4 | 2.82% | 4.07% | 5.30% | Q4 2022 | Q3 2023 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Bellwether Advisors, LLC | 4 | 4 | 0.20% | 0.23% | 0.25% | Q4 2021 | Q3 2022 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 0.97% | 1.42% | 2.40% | Q4 2022 | Q3 2023 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 4 |
First Capital Advisors Group, LLC. | 4 | 4 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q2 2023 | 4 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 4 |
Retirement Solution Inc. | 4 | 4 | 0.16% | 0.23% | 0.28% | Q3 2021 | Q2 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
RESOLUTE FINANCIAL, LLC | 3 | 3 | 0.18% | 0.25% | 0.30% | Q4 2021 | Q2 2022 | 3 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
DCM Advisors, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2021 | Q3 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Qube Research & Technologies Ltd | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Carroll Financial Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HighTower Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Concord Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.13% | 0.16% | Q4 2021 | Q3 2022 | 2 |
Cherry Creek Investment Advisors, Inc. | 2 | 2 | 0.40% | 0.41% | 0.42% | Q1 2022 | Q2 2022 | 2 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Laird Norton Wetherby Trust Company, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Narwhal Capital Management | 2 | 2 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
True Capital Management | 2 | 2 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q1 2023 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.34% | 0.42% | 0.51% | Q3 2019 | Q4 2019 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Keystone Financial Group | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
CITIGROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Delta Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Copperleaf Capital, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kellett Wealth Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ROVIN CAPITAL /UT/ /ADV | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Advisor Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Retireful, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2023 | Q2 2023 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2021 | Q4 2021 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Key FInancial Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2022 | Q1 2022 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own STRATEGY SHS or have owned STRATEGY SHS in the past.