Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 40 | 40 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Ancora Advisors LLC | 40 | 40 | 0.02% | 0.06% | 0.14% | Q4 2013 | Q3 2023 | 40 |
NTV ASSET MANAGEMENT LLC | 40 | 40 | 0.12% | 0.27% | 0.40% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.05% | 0.16% | Q4 2013 | Q3 2023 | 40 |
D.A. DAVIDSON & CO. | 39 | 39 | 0.00% | 0.06% | 0.10% | Q1 2014 | Q3 2023 | 39 |
Janney Montgomery Scott LLC | 33 | 6 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 39 |
Cetera Advisors LLC | 39 | 39 | 0.03% | 0.07% | 0.14% | Q1 2014 | Q3 2023 | 39 |
Cambridge Investment Research Advisors, Inc. | 39 | 39 | 0.03% | 0.09% | 0.12% | Q1 2014 | Q3 2023 | 39 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
STIFEL FINANCIAL CORP | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.09% | 0.38% | 1.26% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
WEDBUSH SECURITIES INC | 26 | 8 | 0.03% | 0.11% | 0.29% | Q4 2014 | Q3 2023 | 34 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
CIBC WORLD MARKET INC. | 29 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 34 |
HighTower Advisors, LLC | 30 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 33 |
Stratos Wealth Partners, LTD. | 32 | 1 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 33 |
Sigma Planning Corp | 32 | 32 | 0.02% | 0.14% | 0.31% | Q4 2014 | Q3 2022 | 32 |
M&T BANK CORP | 32 | 32 | 0.00% | 0.00% | 0.04% | Q3 2014 | Q2 2022 | 32 |
Ameritas Investment Partners, Inc. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
FIFTH THIRD BANCORP | 24 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
JPMORGAN CHASE & CO | 25 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 30 | 2 | 0.01% | 0.05% | 0.10% | Q3 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.10% | 0.39% | 0.87% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.04% | 0.42% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Capital Analysts, LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 30 |
B. Riley Wealth Advisors, Inc. | 16 | 3 | 0.01% | 0.07% | 0.24% | Q1 2014 | Q3 2023 | 30 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.06% | 0.22% | Q3 2015 | Q3 2023 | 29 |
US BANCORP \DE\ | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 29 |
Cetera Advisor Networks LLC | 29 | 29 | 0.01% | 0.05% | 0.09% | Q3 2016 | Q3 2023 | 29 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.02% | 0.19% | 3.34% | Q4 2016 | Q3 2023 | 28 |
Advisory Services Network, LLC | 24 | 2 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 28 |
Creative Planning | 14 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 28 | 28 | 0.02% | 0.08% | 0.27% | Q4 2016 | Q3 2023 | 28 |
Baird Financial Group, Inc. | 15 | 4 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2022 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.20% | 4.85% | Q1 2017 | Q3 2023 | 27 |
Sandy Spring Bank | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
WINTRUST INVESTMENTS LLC | 16 | 11 | 0.02% | 0.19% | 0.53% | Q4 2016 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 27 |
BlackRock Inc. | 26 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 27 |
Patten Group, Inc. | 15 | 12 | 0.01% | 0.05% | 0.14% | Q2 2015 | Q3 2023 | 27 |
Snowden Capital Advisors LLC | 11 | 1 | 0.01% | 0.07% | 0.16% | Q2 2016 | Q3 2023 | 27 |
Prospera Financial Services Inc | 18 | 1 | 0.02% | 0.25% | 0.47% | Q4 2013 | Q3 2023 | 25 |
Ahrens Investment Partners LLC | 25 | 25 | 0.25% | 1.84% | 3.02% | Q1 2017 | Q1 2023 | 25 |
Atria Investments, Inc | 12 | 12 | 0.01% | 0.09% | 0.29% | Q4 2016 | Q3 2023 | 24 |
APPLETON PARTNERS INC/MA | 22 | 2 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q2 2023 | 24 |
CITY HOLDING CO | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
First Allied Advisory Services, Inc. | 22 | 1 | 0.01% | 0.07% | 0.25% | Q2 2014 | Q3 2020 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Cornerstone Wealth Management, LLC | 20 | 3 | 0.03% | 0.15% | 0.26% | Q4 2017 | Q3 2023 | 23 |
GLENMEDE TRUST CO NA | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2020 | 22 |
Global Retirement Partners, LLC | 10 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 22 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 22 |
Baystate Wealth Management LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Capital Advisory Group Advisory Services, LLC | 21 | 1 | 0.32% | 0.57% | 0.90% | Q1 2018 | Q3 2023 | 22 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Clarus Wealth Advisors | 21 | 21 | 0.10% | 0.40% | 0.61% | Q2 2018 | Q2 2023 | 21 |
GOLDMAN SACHS GROUP INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Brinker Capital Investments, LLC | 21 | 21 | 0.07% | 0.11% | 0.21% | Q2 2013 | Q2 2018 | 21 |
NEXT Financial Group, Inc | 12 | 1 | 0.00% | 0.09% | 0.34% | Q2 2014 | Q1 2021 | 21 |
Concentrum Wealth Management | 20 | 20 | 0.36% | 0.60% | 0.80% | Q4 2018 | Q3 2023 | 20 |
Integrated Wealth Concepts LLC | 20 | 20 | 0.01% | 0.06% | 0.19% | Q4 2017 | Q3 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.04% | 0.17% | Q4 2017 | Q3 2022 | 20 |
BB&T SECURITIES, LLC | 11 | 9 | 0.00% | 0.02% | 0.13% | Q1 2014 | Q3 2019 | 20 |
BANK OF MONTREAL /CAN/ | 7 | 1 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.03% | 0.08% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.34% | 0.57% | 0.78% | Q4 2018 | Q3 2023 | 20 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
DFPG INVESTMENTS, LLC | 20 | 20 | 0.05% | 0.29% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Wealthcare Advisory Partners LLC | 10 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2023 | 19 |
First Heartland Consultants, Inc. | 9 | 1 | 0.00% | 0.09% | 0.23% | Q2 2013 | Q1 2022 | 19 |
Spectrum Wealth Advisory Group, LLC | 19 | 19 | 1.47% | 2.39% | 6.57% | Q1 2019 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.20% | 0.38% | 0.56% | Q1 2019 | Q3 2023 | 19 |
FMR LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
CALTON & ASSOCIATES, INC. | 16 | 1 | 0.03% | 0.31% | 0.68% | Q4 2017 | Q2 2023 | 18 |
BLAIR WILLIAM & CO/IL | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
PFG Advisors | 18 | 18 | 0.03% | 0.15% | 0.69% | Q4 2017 | Q1 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Kovack Advisors, Inc. | 16 | 2 | 0.07% | 0.48% | 2.65% | Q3 2015 | Q3 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Cascade Investment Advisors, Inc. | 18 | 18 | 0.01% | 0.29% | 0.44% | Q2 2019 | Q3 2023 | 18 |
Intercontinental Wealth Advisors, LLC | 13 | 4 | 0.01% | 0.13% | 0.22% | Q4 2018 | Q2 2023 | 17 |
Investors Research Corp | 17 | 17 | 0.00% | 0.05% | 0.11% | Q3 2019 | Q3 2023 | 17 |
Halpern Financial, Inc. | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
IFG Advisory, LLC | 15 | 1 | 0.05% | 0.33% | 0.66% | Q3 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SignalPoint Asset Management, LLC | 16 | 16 | 0.19% | 0.44% | 0.62% | Q2 2016 | Q1 2020 | 16 |
Acorn Wealth Advisors, LLC | 9 | 7 | 0.15% | 0.21% | 0.31% | Q4 2017 | Q1 2022 | 16 |
Winslow, Evans & Crocker, Inc. | 15 | 1 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q4 2020 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 16 |
StoneX Group Inc. | 16 | 16 | 0.05% | 0.18% | 0.33% | Q1 2018 | Q4 2021 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Ascension Capital Advisors, Inc. | 16 | 16 | 1.12% | 2.21% | 4.04% | Q4 2019 | Q3 2023 | 16 |
Moloney Securities Asset Management, LLC | 16 | 16 | 0.07% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 16 |
RFG Advisory, LLC | 8 | 1 | 0.01% | 0.11% | 0.31% | Q3 2017 | Q3 2023 | 16 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.61% | 0.78% | 1.04% | Q1 2018 | Q2 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.04% | 0.06% | 0.15% | Q2 2016 | Q4 2019 | 15 |
Titus Wealth Management | 15 | 15 | 0.16% | 0.26% | 0.35% | Q4 2018 | Q2 2022 | 15 |
Fernwood Investment Management, LLC | 15 | 15 | 0.36% | 0.55% | 0.68% | Q1 2020 | Q3 2023 | 15 |
NewEdge Advisors, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 15 |
Frontier Wealth Management LLC | 12 | 3 | 0.04% | 0.07% | 0.10% | Q4 2015 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
WFG Advisors, LP | 15 | 15 | 0.01% | 0.05% | 0.07% | Q4 2013 | Q2 2017 | 15 |
Concert Wealth Management Inc. | 8 | 7 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q1 2017 | 15 |
AE Wealth Management LLC | 14 | 14 | 0.00% | 0.08% | 0.41% | Q2 2020 | Q3 2023 | 14 |
Financial Architects, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2018 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.13% | 0.82% | 1.90% | Q2 2020 | Q3 2023 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.01% | 0.10% | 0.27% | Q2 2013 | Q4 2016 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 14 | 14 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2022 | 14 |
WealthPLAN Partners, LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q2 2023 | 13 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.45% | 1.20% | Q1 2015 | Q1 2018 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
West Oak Capital, LLC | 7 | 6 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.19% | 0.42% | Q3 2020 | Q3 2023 | 13 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 3 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2021 | 13 |
OneDigital Investment Advisors LLC | 13 | 13 | 0.01% | 0.02% | 0.08% | Q4 2018 | Q4 2021 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.03% | 0.28% | Q4 2019 | Q4 2022 | 13 |
Western Wealth Management, LLC | 8 | 5 | 0.18% | 0.33% | 0.54% | Q2 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Investors Capital Advisory Services | 12 | 12 | 0.06% | 0.09% | 0.13% | Q3 2013 | Q2 2016 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.07% | 0.14% | 0.21% | Q2 2020 | Q1 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
SUNTRUST BANKS INC | 11 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2019 | 12 |
Capital Asset Advisory Services LLC | 10 | 2 | 0.07% | 0.20% | 0.34% | Q4 2018 | Q4 2021 | 12 |
Gladstone Institutional Advisory LLC | 10 | 2 | 0.02% | 0.06% | 0.28% | Q3 2019 | Q3 2023 | 12 |
HUNTINGTON NATIONAL BANK | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.11% | 0.15% | 0.20% | Q4 2018 | Q3 2021 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 1.20% | 5.66% | 13.87% | Q3 2020 | Q2 2023 | 12 |
RAYMOND JAMES TRUST N.A. | 8 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Good Life Advisors, LLC | 12 | 12 | 0.05% | 0.52% | 0.92% | Q4 2020 | Q3 2023 | 12 |
Jaffetilchin Investment Partners, LLC | 12 | 12 | 0.03% | 0.15% | 0.44% | Q4 2020 | Q3 2023 | 12 |
PITTENGER & ANDERSON INC | 10 | 2 | 0.00% | 0.03% | 0.12% | Q2 2014 | Q2 2018 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Cassia Capital Partners, LLC | 8 | 3 | 2.84% | 4.08% | 6.77% | Q4 2020 | Q3 2023 | 11 |
SMITH, MOORE & CO. | 11 | 11 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q1 2023 | 11 |
Jacobi Capital Management LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Allworth Financial LP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Pensionmark Financial Group, LLC | 11 | 11 | 0.05% | 0.10% | 0.13% | Q3 2019 | Q1 2022 | 11 |
VSR Financial Services, Inc. | 11 | 11 | 0.14% | 0.24% | 0.36% | Q2 2013 | Q4 2015 | 11 |
Financial Advocates Investment Management | 10 | 1 | 0.02% | 0.05% | 0.08% | Q3 2018 | Q4 2021 | 11 |
Golden State Wealth Management, LLC | 7 | 1 | 1.11% | 1.51% | 2.25% | Q1 2019 | Q1 2022 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Accel Wealth Management | 11 | 11 | 0.09% | 0.55% | 1.02% | Q1 2021 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 6 | 5 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q2 2023 | 11 |
Avior Wealth Management, LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Purus Wealth Management, LLC | 10 | 10 | 0.16% | 0.32% | 0.54% | Q2 2021 | Q3 2023 | 10 |
SRS Capital Advisors, Inc. | 10 | 10 | 0.71% | 0.89% | 1.00% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.14% | 0.29% | 0.61% | Q1 2021 | Q3 2023 | 10 |
Triton Wealth Management, PLLC | 10 | 10 | 0.21% | 0.45% | 1.81% | Q1 2021 | Q2 2023 | 10 |
Kingsview Wealth Management, LLC | 9 | 1 | 0.05% | 0.26% | 0.47% | Q1 2017 | Q3 2019 | 10 |
B. Riley Wealth Management, Inc. | 4 | 1 | 0.01% | 0.04% | 0.24% | Q3 2014 | Q2 2020 | 10 |
HL FINANCIAL SERVICES LLC | 8 | 2 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q1 2019 | 10 |
Smithfield Trust Co | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2022 | 10 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 10 | 0.21% | 0.38% | 0.56% | Q2 2017 | Q3 2019 | 10 |
Eldridge Investment Advisors, Inc. | 10 | 10 | 0.26% | 0.41% | 0.80% | Q3 2019 | Q4 2021 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.01% | 0.26% | 1.45% | Q4 2020 | Q3 2023 | 10 |
FIRST MANHATTAN CO. LLC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
SMITH HAYES Advisers, Inc | 10 | 10 | 0.08% | 0.21% | 0.37% | Q4 2013 | Q1 2016 | 10 |
First Horizon Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
Capital Investment Advisory Services, LLC | 5 | 4 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2022 | 9 |
Pinnacle Family Advisors, LLC | 5 | 4 | 0.10% | 0.16% | 0.37% | Q4 2018 | Q4 2021 | 9 |
Endurance Wealth Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 1.86% | 2.41% | 2.84% | Q4 2020 | Q4 2022 | 9 |
Barber Financial Group, Inc. | 9 | 9 | 0.10% | 0.15% | 0.19% | Q4 2017 | Q4 2019 | 9 |
Rezny Wealth Management, Inc. | 9 | 9 | 1.98% | 2.23% | 2.42% | Q1 2015 | Q1 2017 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Altus Wealth Group LLC | 9 | 9 | 0.23% | 1.05% | 1.26% | Q4 2020 | Q4 2022 | 9 |
CREDIT SUISSE AG/ | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2015 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q4 2021 | 9 |
Alpha Omega Group, Inc. | 9 | 9 | 3.32% | 5.31% | 8.68% | Q4 2020 | Q4 2022 | 9 |
CENTAURUS FINANCIAL, INC. | 9 | 9 | 0.02% | 0.07% | 0.11% | Q4 2017 | Q4 2019 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.09% | 0.67% | Q3 2018 | Q1 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Global Trust Asset Management, LLC | 6 | 2 | 0.00% | 0.17% | 0.61% | Q1 2019 | Q1 2022 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.15% | 1.63% | 2.60% | Q4 2021 | Q3 2023 | 8 |
COMMERCE BANK | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 8 |
Grace Capital | 8 | 8 | 0.37% | 0.78% | 0.94% | Q1 2020 | Q4 2021 | 8 |
MAI Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
M Holdings Securities, Inc. | 3 | 1 | 0.04% | 0.12% | 0.24% | Q3 2018 | Q1 2022 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TMD Wealth Management, LLC | 7 | 1 | 1.14% | 2.93% | 5.00% | Q1 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
tru Independence LLC | 5 | 1 | 0.01% | 0.07% | 0.10% | Q4 2019 | Q2 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 0.54% | 1.13% | 3.00% | Q4 2021 | Q3 2023 | 8 |
Good Harbor Financial, LLC | 8 | 8 | 0.02% | 0.07% | 0.13% | Q4 2013 | Q3 2015 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Catalyst Capital Advisors LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2017 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 0.17% | 0.20% | 0.22% | Q4 2018 | Q3 2020 | 8 |
Castleview Partners, LLC | 7 | 1 | 0.00% | 0.02% | 0.08% | Q2 2021 | Q3 2023 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 8 |
MEITAV INVESTMENT HOUSE LTD | 2 | 1 | 0.00% | 0.48% | 1.88% | Q4 2017 | Q2 2023 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 0.20% | 0.23% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Squar Milner Financial Services LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 7 |
IFC Holdings Incorporated/FL | 4 | 3 | 0.02% | 0.08% | 0.18% | Q4 2015 | Q4 2017 | 7 |
EPIQ PARTNERS, LLC | 7 | 7 | 0.11% | 0.13% | 0.16% | Q3 2020 | Q1 2022 | 7 |
SYNOVUS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 7 |
BKA Wealth Consulting, Inc. | 7 | 7 | 0.50% | 0.55% | 0.61% | Q1 2022 | Q3 2023 | 7 |
Sequoia Wealth Management, LLC | 7 | 7 | 2.30% | 3.35% | 4.09% | Q4 2017 | Q2 2019 | 7 |
Accredited Investors Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 2 | 0.07% | 0.10% | 0.16% | Q3 2017 | Q3 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q4 2014 | 7 |
NORTHSTAR WEALTH PARTNERS LLC | 7 | 7 | 0.11% | 0.19% | 0.24% | Q4 2018 | Q2 2020 | 7 |
Advisory Resource Group | 7 | 7 | 0.07% | 0.11% | 0.14% | Q3 2020 | Q1 2022 | 7 |
Wealthspire Advisors, L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Lloyd Advisory Services, LLC. | 7 | 7 | 0.00% | 0.53% | 1.56% | Q3 2020 | Q1 2022 | 7 |
People's United Financial, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 7 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 1 | 0.05% | 0.18% | 0.46% | Q4 2013 | Q2 2019 | 7 |
Quantum Private Wealth, LLC | 6 | 6 | 0.24% | 0.40% | 0.45% | Q4 2021 | Q1 2023 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Polaris Wealth Advisory Group, LLC | 6 | 6 | 0.00% | 0.05% | 0.13% | Q2 2017 | Q3 2018 | 6 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2017 | 6 |
SSI INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.23% | 0.36% | 0.55% | Q2 2015 | Q3 2016 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.34% | 0.42% | 0.52% | Q4 2021 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2016 | 6 |
WASHINGTON TRUST BANK | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
BerganKDV Wealth Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2019 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 6 |
COMERICA BANK | 5 | 1 | 0.00% | 0.08% | 0.15% | Q4 2013 | Q3 2023 | 6 |
GeoWealth Management, LLC | 2 | 2 | 0.07% | 0.43% | 1.33% | Q3 2021 | Q3 2023 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.04% | 0.10% | 0.20% | Q2 2021 | Q3 2022 | 6 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2022 | 5 |
Beacon Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
LifePro Asset Management | 5 | 5 | 0.11% | 0.13% | 0.16% | Q1 2022 | Q1 2023 | 5 |
MIDAS MANAGEMENT CORP | 5 | 5 | 0.08% | 0.08% | 0.09% | Q4 2014 | Q4 2015 | 5 |
NWAM LLC | 5 | 5 | 0.01% | 0.05% | 0.08% | Q1 2019 | Q1 2020 | 5 |
Advisory Alpha, LLC | 3 | 2 | 0.02% | 0.06% | 0.11% | Q3 2021 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Apollon Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 5 |
Trilogy Capital Inc. | 5 | 5 | 0.62% | 0.69% | 0.78% | Q1 2020 | Q1 2021 | 5 |
Old Port Advisors | 4 | 1 | 0.11% | 0.13% | 0.15% | Q2 2018 | Q3 2019 | 5 |
Manchester Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
Menard Financial Group LLC | 5 | 5 | 0.51% | 0.56% | 0.61% | Q3 2020 | Q3 2021 | 5 |
WIN ADVISORS, INC | 5 | 5 | 0.00% | 1.49% | 5.59% | Q4 2021 | Q4 2022 | 5 |
Almanack Investment Partners, LLC. | 4 | 1 | 0.02% | 0.36% | 0.86% | Q3 2020 | Q4 2021 | 5 |
InterOcean Capital, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2020 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.04% | 0.09% | 0.14% | Q1 2015 | Q1 2016 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 0.03% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 5 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 5 |
Virtu Financial LLC | 4 | 1 | 0.03% | 0.20% | 0.66% | Q4 2013 | Q2 2016 | 5 |
Lowe Wealth Advisors, LLC | 5 | 5 | 0.69% | 1.96% | 2.84% | Q4 2014 | Q4 2015 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2022 | 5 |
NORTHERN TRUST CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Rockbridge Investment Management, LCC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.05% | 0.10% | Q1 2019 | Q1 2021 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.40% | 0.51% | 0.60% | Q2 2020 | Q2 2021 | 5 |
NATIONAL PLANNING CORP | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2017 | 5 |
Simplicity Solutions, LLC | 3 | 1 | 0.02% | 0.20% | 0.38% | Q3 2018 | Q4 2020 | 4 |
Zions Bancorporation, N.A. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
USCA RIA LLC | 4 | 4 | 0.05% | 0.10% | 0.15% | Q1 2015 | Q4 2015 | 4 |
Kowal Investment Group, LLC | 4 | 4 | 0.07% | 0.10% | 0.12% | Q1 2021 | Q4 2021 | 4 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q1 2023 | 4 |
ASSETMARK, INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
CNB Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Legacy Trust | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.07% | 0.41% | 1.31% | Q4 2022 | Q3 2023 | 4 |
Placemark Investments, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Financial Enhancement Group LLC | 4 | 4 | 0.30% | 0.31% | 0.33% | Q1 2018 | Q4 2018 | 4 |
Bell Rock Capital LLC | 4 | 4 | 0.15% | 0.21% | 0.24% | Q1 2019 | Q4 2019 | 4 |
LVZ, Inc. | 4 | 4 | 0.14% | 0.15% | 0.17% | Q1 2015 | Q4 2015 | 4 |
Montz Harcus Wealth Management LLC | 4 | 4 | 0.49% | 0.54% | 0.60% | Q4 2021 | Q3 2022 | 4 |
MILLENNIUM MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
TimeScale Financial, Inc. | 4 | 4 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Charter Oak Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 4 |
MRA Advisory Group | 4 | 4 | 2.27% | 2.44% | 2.54% | Q4 2020 | Q3 2021 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Rehmann Capital Advisory Group | 3 | 1 | 0.00% | 0.04% | 0.14% | Q1 2018 | Q3 2019 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.12% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.13% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
STEPHENS INC /AR/ | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2019 | Q1 2020 | 4 |
Baldrige Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Legacy Capital Wealth Partners, LLC | 3 | 3 | 0.13% | 5.01% | 7.56% | Q4 2020 | Q2 2021 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 3 |
Premia Global Advisors, LLC | 3 | 3 | 1.61% | 2.20% | 3.12% | Q2 2018 | Q4 2018 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 3 |
LINCOLN NATIONAL CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
SII INVESTMENTS INC/WI | 3 | 3 | 0.02% | 0.18% | 0.45% | Q2 2017 | Q4 2017 | 3 |
Cascadia Advisory Services, LLC | 3 | 3 | 0.39% | 0.54% | 0.78% | Q1 2021 | Q3 2021 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Kapstone Financial Advisors LLC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q2 2023 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Edmond de Rothschild (Europe) | 3 | 3 | 0.09% | 0.11% | 0.12% | Q2 2015 | Q4 2015 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q4 2015 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 3 |
Gradient Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.12% | 0.15% | 0.19% | Q4 2019 | Q3 2021 | 3 |
V Wealth Advisors LLC | 3 | 3 | 0.37% | 0.73% | 1.00% | Q1 2017 | Q3 2017 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Claraphi Advisory Network, LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q2 2021 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.55% | 0.81% | 1.26% | Q4 2022 | Q3 2023 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 3 |
Triumph Capital Management | 3 | 3 | 0.17% | 0.19% | 0.20% | Q2 2021 | Q4 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.11% | 0.12% | 0.14% | Q4 2018 | Q2 2021 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.16% | 0.31% | 0.41% | Q4 2021 | Q2 2022 | 3 |
National Wealth Management Group, LLC | 3 | 3 | 0.31% | 0.53% | 0.92% | Q4 2021 | Q2 2022 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.39% | 0.70% | 1.12% | Q3 2013 | Q1 2014 | 3 |
Timber Hill LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Hudock, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2015 | 3 |
Elite Wealth Management, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2014 | Q3 2014 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.52% | 0.59% | 0.66% | Q2 2023 | Q3 2023 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.29% | 0.46% | 0.63% | Q3 2020 | Q4 2020 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.69% | 0.77% | 0.86% | Q4 2020 | Q1 2021 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 2 |
Rise Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.05% | 0.11% | Q4 2022 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q1 2020 | 2 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.56% | 0.59% | 0.61% | Q4 2018 | Q4 2019 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Peterson Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.13% | Q2 2019 | Q4 2019 | 2 |
WEALTH EFFECTS LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
WILMINGTON TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2019 | 2 |
JNBA Financial Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Provident Wealth Management, LLC | 2 | 2 | 2.63% | 2.70% | 2.77% | Q4 2019 | Q1 2020 | 2 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Key FInancial Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
True Capital Management | 2 | 2 | 0.19% | 0.23% | 0.26% | Q4 2022 | Q1 2023 | 2 |
Insight Advisors, LLC/ PA | 2 | 2 | 0.11% | 0.14% | 0.16% | Q4 2020 | Q1 2021 | 2 |
Tuttle Capital Management, LLC | 2 | 2 | 1.21% | 4.93% | 8.65% | Q1 2015 | Q2 2015 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.17% | 0.28% | 0.39% | Q1 2016 | Q2 2016 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q1 2022 | Q2 2022 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2021 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Milestone Advisory Partners | 2 | 2 | 0.16% | 0.18% | 0.21% | Q4 2017 | Q1 2018 | 2 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2020 | Q4 2020 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Elevation Capital Advisory, LLC | 1 | 1 | 9.18% | 9.18% | 9.18% | Q2 2021 | Q2 2021 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Insight Wealth Strategies, LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q1 2019 | Q1 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Price Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
SPROTT INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
My Legacy Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 5.03% | 5.03% | 5.03% | Q1 2019 | Q1 2019 | 1 |
Ergawealth Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2020 | Q3 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2020 | Q4 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Secure Asset Management, LLC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q1 2021 | Q1 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
CEDAR CAPITAL, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2015 | Q4 2015 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2014 | Q3 2014 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
WILLNER & HELLER, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Retireful, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2020 | Q3 2020 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2015 | Q4 2015 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Ascension Asset Management LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q4 2020 | Q4 2020 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q4 2018 | Q4 2018 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2023 | Q3 2023 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2022 | Q4 2022 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
External links
This page lists all the filers that currently own FIRST TR EXCHANGE TRADED FD or have owned FIRST TR EXCHANGE TRADED FD in the past.