Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
OSAIC HOLDINGS, INC. | 7 | 7 | 0.00% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.39% | 0.98% | Q1 2022 | Q3 2023 | 7 |
Capital International Investors | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Cambridge Investment Research Advisors, Inc. | 7 | 7 | 0.01% | 0.14% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Investmark Advisory Group LLC | 7 | 7 | 0.83% | 1.92% | 3.12% | Q1 2022 | Q3 2023 | 7 |
McIlrath & Eck, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Capital Group Private Client Services, Inc. | 7 | 7 | 0.05% | 2.01% | 3.44% | Q1 2022 | Q3 2023 | 7 |
&PARTNERS | 7 | 7 | 0.53% | 3.60% | 4.77% | Q1 2022 | Q3 2023 | 7 |
Kestra Advisory Services, LLC | 7 | 7 | 0.01% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
WINTRUST INVESTMENTS LLC | 7 | 7 | 0.04% | 0.19% | 0.55% | Q1 2022 | Q3 2023 | 7 |
IFP Advisors, Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
MML INVESTORS SERVICES, LLC | 7 | 7 | 0.00% | 0.12% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Confluence Wealth Services, Inc. | 7 | 7 | 0.14% | 0.85% | 1.33% | Q1 2022 | Q3 2023 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 7 | 0.03% | 0.12% | 0.33% | Q1 2022 | Q3 2023 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.01% | 0.13% | 0.28% | Q1 2022 | Q3 2023 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.04% | 0.08% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Private Advisor Group, LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 6 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 6 | 6 | 5.97% | 10.09% | 11.84% | Q2 2022 | Q3 2023 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 6 | 0.04% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 6 |
STIFEL FINANCIAL CORP | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Gerber Kawasaki Wealth & Investment Management | 6 | 6 | 1.39% | 1.54% | 1.70% | Q2 2022 | Q3 2023 | 6 |
MADISON WEALTH MANAGEMENT | 6 | 6 | 0.05% | 0.21% | 0.38% | Q2 2022 | Q3 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
JANE STREET GROUP, LLC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Valmark Advisers, Inc. | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
RAYMOND JAMES & ASSOCIATES | 6 | 6 | 0.00% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Janney Montgomery Scott LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Armor Investment Advisors, LLC | 6 | 6 | 0.16% | 1.79% | 2.92% | Q2 2022 | Q3 2023 | 6 |
OLD MISSION CAPITAL LLC | 6 | 6 | 0.01% | 0.09% | 0.26% | Q2 2022 | Q3 2023 | 6 |
PFG Advisors | 6 | 6 | 0.12% | 0.37% | 0.67% | Q2 2022 | Q3 2023 | 6 |
Faithward Advisors, LLC | 6 | 6 | 0.48% | 0.59% | 0.68% | Q2 2022 | Q3 2023 | 6 |
HARBOUR INVESTMENTS, INC. | 6 | 6 | 0.03% | 0.09% | 0.20% | Q2 2022 | Q3 2023 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 0.04% | 0.07% | 0.12% | Q2 2022 | Q3 2023 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 6 | 6 | 0.00% | 0.13% | 0.26% | Q2 2022 | Q3 2023 | 6 |
RAYMOND JAMES TRUST N.A. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
HoyleCohen, LLC | 6 | 6 | 0.02% | 0.77% | 1.24% | Q2 2022 | Q3 2023 | 6 |
CFS Investment Advisory Services, LLC | 5 | 1 | 0.00% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 6 |
Financial Council Asset Management Inc | 6 | 6 | 4.58% | 6.62% | 8.13% | Q2 2022 | Q3 2023 | 6 |
ROYAL BANK OF CANADA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
ECLECTIC ASSOCIATES INC /ADV | 6 | 6 | 0.36% | 1.37% | 2.06% | Q2 2022 | Q3 2023 | 6 |
SITTNER & NELSON, LLC | 6 | 6 | 0.04% | 0.07% | 0.18% | Q2 2022 | Q3 2023 | 6 |
CapWealth Advisors, LLC | 6 | 6 | 0.09% | 0.19% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Lincoln Capital LLC | 6 | 6 | 0.06% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Advisory Services Network, LLC | 6 | 6 | 0.02% | 0.08% | 0.16% | Q2 2022 | Q3 2023 | 6 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 6 | 6 | 9.60% | 12.81% | 15.98% | Q2 2022 | Q3 2023 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Midwest Heritage Bank, FSB | 6 | 6 | 0.50% | 1.35% | 1.77% | Q2 2022 | Q3 2023 | 6 |
Raymond James Financial Services Advisors, Inc. | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Belpointe Asset Management LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
LPL Financial LLC | 6 | 6 | 0.01% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Brown Miller Wealth Management, LLC | 6 | 6 | 0.15% | 0.23% | 0.34% | Q2 2022 | Q3 2023 | 6 |
Capital Planning LLC | 6 | 6 | 0.20% | 0.43% | 0.60% | Q2 2022 | Q3 2023 | 6 |
Mariner, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SILVERLAKE WEALTH MANAGEMENT LLC | 6 | 6 | 0.24% | 0.27% | 0.30% | Q2 2022 | Q3 2023 | 6 |
UBS Group AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.01% | 0.10% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Cetera Investment Advisers | 5 | 5 | 0.01% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Investments & Financial Planning, LLC | 4 | 1 | 0.25% | 1.61% | 2.66% | Q2 2022 | Q3 2023 | 5 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.04% | 0.14% | Q2 2022 | Q3 2023 | 5 |
Cedar Brook Financial Partners, LLC | 5 | 5 | 0.06% | 0.35% | 0.48% | Q3 2022 | Q3 2023 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Prism Advisors, Inc. | 5 | 5 | 3.08% | 3.64% | 4.15% | Q2 2022 | Q2 2023 | 5 |
CWS Financial Advisors, LLC | 3 | 2 | 0.38% | 0.53% | 0.62% | Q2 2022 | Q3 2023 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Cornerstone Wealth Management, LLC | 3 | 2 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 5 |
Capital Analysts, LLC | 5 | 5 | 0.00% | 0.06% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 4 | 1 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.01% | 0.03% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Bridge Advisory, LLC | 5 | 5 | 0.42% | 0.44% | 0.47% | Q3 2022 | Q3 2023 | 5 |
Signature Wealth Management Group | 5 | 5 | 0.16% | 0.21% | 0.25% | Q2 2022 | Q2 2023 | 5 |
Cetera Advisor Networks LLC | 5 | 5 | 0.06% | 0.09% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.04% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Steward Partners Investment Advisory, LLC | 5 | 5 | 0.02% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Souders Financial Advisors | 5 | 5 | 0.98% | 1.19% | 1.43% | Q3 2022 | Q3 2023 | 5 |
Baird Financial Group, Inc. | 5 | 5 | 0.00% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
AdvisorNet Financial, Inc | 5 | 5 | 0.01% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 5 | 0.15% | 0.25% | 0.45% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.15% | 0.25% | 0.43% | Q3 2022 | Q3 2023 | 5 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
PETTYJOHN, WOOD & WHITE, INC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
WELLS FARGO & COMPANY/MN | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ballew Advisors, Inc | 4 | 4 | 3.34% | 3.85% | 4.30% | Q4 2022 | Q3 2023 | 4 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4 | 4 | 1.59% | 1.86% | 2.03% | Q4 2022 | Q3 2023 | 4 |
Ergawealth Advisors, Inc. | 4 | 4 | 8.34% | 9.44% | 9.95% | Q4 2022 | Q3 2023 | 4 |
Beacon Financial Advisory LLC | 4 | 4 | 0.15% | 0.37% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Bard Financial Services, Inc. | 4 | 4 | 0.02% | 0.06% | 0.08% | Q3 2022 | Q2 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.09% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
CENTAURUS FINANCIAL, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Sigma Planning Corp | 4 | 4 | 0.01% | 0.03% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 0.42% | 1.07% | 1.40% | Q3 2022 | Q2 2023 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 2.18% | 2.44% | 2.56% | Q4 2022 | Q3 2023 | 4 |
CALTON & ASSOCIATES, INC. | 4 | 4 | 0.20% | 0.80% | 1.17% | Q3 2022 | Q2 2023 | 4 |
180 WEALTH ADVISORS, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Bill Few Associates, Inc. | 4 | 4 | 0.13% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
FINANCIAL MANAGEMENT NETWORK INC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.03% | 0.07% | 0.14% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.61% | 10.24% | 14.42% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 27.39% | 28.14% | 29.55% | Q4 2022 | Q3 2023 | 4 |
Strategic Family Wealth Counselors, L.L.C. | 4 | 4 | 1.60% | 2.49% | 2.92% | Q4 2022 | Q3 2023 | 4 |
Lantz Financial LLC | 4 | 4 | 0.40% | 0.57% | 0.69% | Q4 2022 | Q3 2023 | 4 |
WNY Asset Management, LLC | 4 | 4 | 0.05% | 0.16% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Arden Trust Co | 4 | 4 | 1.84% | 2.28% | 3.44% | Q1 2023 | Q4 2023 | 4 |
ACAS, LLC | 4 | 4 | 0.95% | 1.33% | 1.69% | Q4 2022 | Q3 2023 | 4 |
BLAIR WILLIAM & CO/IL | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 4 | 4 | 0.05% | 0.12% | 0.19% | Q2 2022 | Q1 2023 | 4 |
Koshinski Asset Management, Inc. | 4 | 4 | 0.06% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.04% | 0.08% | 0.11% | Q4 2022 | Q4 2023 | 4 |
MORGAN STANLEY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
IAG Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Burleson & Company, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
HighTower Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WealthCare Investment Partners, LLC | 3 | 3 | 0.26% | 0.27% | 0.28% | Q1 2023 | Q3 2023 | 3 |
CWM, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.16% | 0.34% | 0.66% | Q1 2023 | Q3 2023 | 3 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 3 | 3 | 0.81% | 1.00% | 1.21% | Q1 2023 | Q3 2023 | 3 |
CENTRAL TRUST Co | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
SOL Capital Management CO | 3 | 3 | 0.05% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Wayfinding Financial, LLC | 3 | 3 | 1.11% | 1.17% | 1.21% | Q1 2023 | Q3 2023 | 3 |
Meridian Wealth Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Atria Wealth Solutions, Inc. | 2 | 1 | 0.01% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 3 |
American Portfolios Advisors | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
OPPENHEIMER & CO INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 3 |
Winch Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Spire Wealth Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Simplicity Solutions, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
SMITH, MOORE & CO. | 2 | 2 | 0.03% | 0.06% | 0.09% | Q2 2023 | Q3 2023 | 2 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
IAM Advisory, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
CGN Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2023 | Q4 2023 | 2 |
Bridgewealth Advisory Group, LLC | 2 | 2 | 0.36% | 0.98% | 1.61% | Q2 2023 | Q3 2023 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Lodestone Wealth Management LLC | 2 | 2 | 0.23% | 0.26% | 0.30% | Q2 2023 | Q3 2023 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WealthTrust Asset Management, LLC | 2 | 2 | 0.27% | 0.32% | 0.37% | Q2 2023 | Q3 2023 | 2 |
BANK OF AMERICA CORP /DE/ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.07% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
COZAD ASSET MANAGEMENT INC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
NWAM LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.32% | 0.35% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Armstrong, Fleming & Moore, Inc | 2 | 2 | 1.12% | 1.17% | 1.21% | Q2 2023 | Q3 2023 | 2 |
Olistico Wealth, LLC | 2 | 2 | 0.77% | 0.82% | 0.88% | Q2 2023 | Q3 2023 | 2 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.20% | 0.30% | 0.40% | Q2 2023 | Q3 2023 | 2 |
LYNCH & ASSOCIATES/IN | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2023 | Q4 2023 | 2 |
Geneos Wealth Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Accel Wealth Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Horizon Wealth Management, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q2 2022 | Q2 2022 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HFG Advisors, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MCF Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Gallagher Fiduciary Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2023 | Q3 2023 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ASSETMARK, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 22.15% | 22.15% | 22.15% | Q3 2023 | Q3 2023 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Delta Investment Management, LLC | 1 | 1 | 2.78% | 2.78% | 2.78% | Q2 2023 | Q2 2023 | 1 |
Robbie L. Kennerson P.A., Inc. | 1 | 1 | 4.87% | 4.87% | 4.87% | Q4 2022 | Q4 2022 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 9.10% | 9.10% | 9.10% | Q2 2023 | Q2 2023 | 1 |
Semus Wealth Partners LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own CAPITAL GROUP GROWTH ETF or have owned CAPITAL GROUP GROWTH ETF in the past.