Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 82 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 30 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 31 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
OPPENHEIMER & CO INC | 28 | 9 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 37 |
Tortoise Investment Management, LLC | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2021 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.02% | 0.25% | 0.46% | Q4 2014 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 27 | 8 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 35 |
JPMORGAN CHASE & CO | 25 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 34 |
STIFEL FINANCIAL CORP | 28 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 34 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 34 | 34 | 0.00% | 0.06% | 0.15% | Q2 2015 | Q3 2023 | 34 |
Bartlett & Co. LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2023 | 33 |
COMERICA BANK | 30 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 33 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Sigma Planning Corp | 30 | 1 | 0.01% | 0.04% | 0.12% | Q4 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 31 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 30 | 30 | 0.17% | 0.65% | 1.06% | Q2 2016 | Q3 2023 | 30 |
Financial Enhancement Group LLC | 29 | 29 | 0.11% | 0.16% | 0.25% | Q3 2016 | Q3 2023 | 29 |
Cambridge Investment Research Advisors, Inc. | 29 | 29 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.04% | 0.08% | 0.14% | Q3 2016 | Q3 2023 | 28 |
Winslow, Evans & Crocker, Inc. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2020 | 28 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 28 |
WHITTIER TRUST CO | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q4 2019 | 27 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 7 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 27 |
AllSquare Wealth Management LLC | 25 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.03% | 0.20% | Q2 2014 | Q4 2021 | 27 |
D.A. DAVIDSON & CO. | 17 | 9 | 0.01% | 0.06% | 0.15% | Q4 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
AlphaMark Advisors, LLC | 16 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 13 | 1 | 0.08% | 0.21% | 0.42% | Q3 2014 | Q3 2023 | 26 |
Stratos Wealth Partners, LTD. | 25 | 25 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Migdal Insurance & Financial Holdings Ltd. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Acorn Wealth Advisors, LLC | 24 | 24 | 0.66% | 0.86% | 1.09% | Q4 2017 | Q3 2023 | 24 |
Kovack Advisors, Inc. | 16 | 8 | 0.03% | 0.15% | 0.40% | Q4 2016 | Q2 2023 | 24 |
GOLDMAN SACHS GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 16 | 7 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 23 |
First Allied Advisory Services, Inc. | 14 | 8 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2020 | 22 |
Private Advisor Group, LLC | 21 | 1 | 0.01% | 0.03% | 0.10% | Q1 2018 | Q3 2023 | 22 |
Creative Planning | 11 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 22 |
BANK OF MONTREAL /CAN/ | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
LexAurum Advisors, LLC | 21 | 21 | 0.16% | 0.43% | 0.93% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.10% | Q4 2017 | Q3 2022 | 20 |
AdvisorNet Financial, Inc | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 20 |
Clearwater Capital Advisors, LLC | 19 | 19 | 0.08% | 0.89% | 1.34% | Q1 2019 | Q3 2023 | 19 |
Cetera Advisors LLC | 13 | 6 | 0.01% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 19 |
FIFTH THIRD BANCORP | 13 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
BANK HAPOALIM BM | 18 | 18 | 0.57% | 1.45% | 3.04% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Confluence Wealth Management LLC | 18 | 18 | 0.14% | 0.24% | 0.41% | Q1 2014 | Q2 2018 | 18 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Cedar Brook Financial Partners, LLC | 18 | 18 | 0.10% | 0.22% | 0.28% | Q2 2019 | Q3 2023 | 18 |
Western Wealth Management, LLC | 10 | 8 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 18 |
MURPHY CAPITAL MANAGEMENT INC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q4 2021 | 17 |
Archer Investment Corp | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Hudock, Inc. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2022 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 17 |
JANICZEK WEALTH MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 17 |
Polianta Ltd | 17 | 17 | 5.51% | 7.37% | 10.17% | Q3 2019 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Mascoma Wealth Management LLC | 12 | 4 | 0.02% | 0.48% | 0.75% | Q3 2018 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.35% | 0.96% | 1.22% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.04% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Halpern Financial, Inc. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 16 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Laurel Wealth Advisors, Inc. | 15 | 15 | 0.06% | 0.08% | 0.14% | Q2 2019 | Q4 2022 | 15 |
WHITTIER TRUST CO OF NEVADA INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
LEVEL FOUR ADVISORY SERVICES, LLC | 13 | 2 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q2 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 9 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 15 |
Baird Financial Group, Inc. | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 15 |
Princeton Global Asset Management LLC | 15 | 15 | 0.04% | 0.07% | 0.08% | Q1 2020 | Q3 2023 | 15 |
FMR LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Cutter & CO Brokerage, Inc. | 15 | 15 | 0.10% | 0.23% | 0.35% | Q1 2020 | Q3 2023 | 15 |
Prism Advisors, Inc. | 15 | 15 | 1.13% | 1.34% | 2.22% | Q1 2020 | Q3 2023 | 15 |
BLAIR WILLIAM & CO/IL | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 14 |
Parsec Financial Management, Inc. | 14 | 14 | 0.03% | 0.09% | 0.11% | Q4 2019 | Q1 2023 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 14 |
DEUTSCHE BANK AG\ | 8 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Bell Rock Capital LLC | 9 | 1 | 0.01% | 0.17% | 0.64% | Q4 2017 | Q3 2022 | 13 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q1 2023 | 13 |
Snowden Capital Advisors LLC | 8 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 13 |
Personal Wealth Partners | 13 | 13 | 0.12% | 0.17% | 0.21% | Q1 2019 | Q1 2022 | 13 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.14% | 0.17% | 0.21% | Q2 2018 | Q2 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.06% | 0.11% | 0.17% | Q4 2020 | Q3 2023 | 12 |
AE Wealth Management LLC | 12 | 12 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Granger Management LLC | 12 | 12 | 0.24% | 2.34% | 5.14% | Q4 2020 | Q3 2023 | 12 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 4 | 0.00% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
Lindbrook Capital, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.38% | 0.41% | 0.45% | Q4 2020 | Q3 2023 | 12 |
SUNTRUST BANKS INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2019 | 12 |
Bridge Advisory, LLC | 12 | 12 | 0.62% | 1.31% | 2.49% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.15% | 0.24% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Gladstone Institutional Advisory LLC | 11 | 1 | 0.05% | 0.24% | 0.51% | Q1 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.02% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
MUFG Americas Holdings Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2019 | 12 |
Stratos Wealth Advisors, LLC | 11 | 11 | 0.13% | 0.17% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Belpointe Asset Management LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 11 |
MEITAV INVESTMENT HOUSE LTD | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Relyea Zuckerberg Hanson LLC | 11 | 11 | 0.11% | 0.15% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
BESSEMER GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2023 | 11 |
Larson Financial Group LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MD Financial Management Inc. | 11 | 11 | 0.33% | 0.54% | 0.73% | Q2 2019 | Q4 2021 | 11 |
Financial Advocates Investment Management | 11 | 11 | 0.05% | 0.08% | 0.24% | Q1 2021 | Q3 2023 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 11 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 11 | 11 | 0.04% | 0.13% | 0.22% | Q3 2019 | Q1 2022 | 11 |
Raab & Moskowitz Asset Management LLC | 10 | 1 | 0.01% | 0.88% | 1.04% | Q4 2014 | Q3 2023 | 11 |
First Heartland Consultants, Inc. | 10 | 1 | 0.02% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 11 |
M Holdings Securities, Inc. | 6 | 5 | 0.10% | 0.21% | 0.26% | Q1 2020 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SALEM INVESTMENT COUNSELORS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SRS Capital Advisors, Inc. | 10 | 10 | 0.01% | 0.64% | 1.36% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
FIFTH THIRD SECURITIES, INC. | 6 | 4 | 0.06% | 0.16% | 0.43% | Q1 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
CULLEN/FROST BANKERS, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
Accel Wealth Management | 10 | 10 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q1 2023 | 10 |
Riggs Asset Managment Co. Inc. | 10 | 10 | 0.06% | 1.19% | 1.57% | Q2 2021 | Q3 2023 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
PFG Advisors | 10 | 10 | 0.03% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Main Street Financial Solutions, LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2023 | 10 |
CIBC WORLD MARKET INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
MONTAG A & ASSOCIATES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Trinity Legacy Partners, LLC | 10 | 10 | 0.12% | 0.15% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Portfolio Strategies, Inc. | 10 | 10 | 0.13% | 2.01% | 3.80% | Q3 2019 | Q4 2021 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 10 |
KINGS POINT CAPITAL MANAGEMENT | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Parcion Private Wealth LLC | 9 | 9 | 0.04% | 0.04% | 0.06% | Q4 2019 | Q4 2021 | 9 |
Florin Court Capital LLP | 6 | 3 | 0.29% | 1.47% | 4.60% | Q4 2020 | Q3 2023 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.07% | 0.14% | 0.19% | Q2 2018 | Q2 2020 | 9 |
SFMG, LLC | 9 | 9 | 0.06% | 0.13% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Pacific Center for Financial Services | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Equitable Holdings, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.17% | 0.21% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Ausdal Financial Partners, Inc. | 9 | 9 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
One Charles Private Wealth Services, LLC | 6 | 3 | 0.30% | 1.80% | 3.04% | Q4 2019 | Q3 2022 | 9 |
WEDBUSH SECURITIES INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Moors & Cabot, Inc. | 8 | 8 | 0.02% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.22% | 0.24% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Summit Financial, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 8 | 0.01% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 2 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 8 |
Selective Wealth Management, Inc. | 5 | 3 | 0.06% | 0.13% | 0.20% | Q4 2021 | Q4 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q3 2022 | 8 |
Strategic Blueprint, LLC | 7 | 1 | 0.01% | 0.12% | 0.19% | Q2 2021 | Q3 2023 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.16% | 0.80% | 1.29% | Q4 2021 | Q3 2023 | 8 |
Nova R Wealth, Inc. | 8 | 8 | 0.46% | 0.49% | 0.55% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BECK CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.31% | 0.68% | 1.76% | Q4 2013 | Q4 2019 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.35% | 0.53% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Oder Investment Management, LLC | 8 | 8 | 1.00% | 1.87% | 3.25% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Virtue Capital Management, LLC | 8 | 8 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Laird Norton Wetherby Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
First Personal Financial Services | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Integrated Wealth Concepts LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FIDUCIARY TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HighTower Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Allworth Financial LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Walkner Condon Financial Advisors LLC | 7 | 1 | 0.06% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.06% | 0.14% | Q2 2018 | Q3 2023 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
Prospera Financial Services Inc | 7 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 8 |
Milestone Advisory Partners | 7 | 7 | 0.21% | 0.91% | 1.57% | Q1 2021 | Q3 2022 | 7 |
SYNOVUS FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2020 | 7 |
CORRADO ADVISORS, LLC | 7 | 7 | 0.33% | 0.49% | 0.69% | Q1 2022 | Q3 2023 | 7 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Cresset Asset Management, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 7 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 7 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 7 | 7 | 0.28% | 0.35% | 0.43% | Q1 2022 | Q3 2023 | 7 |
Parallel Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
CX Institutional | 7 | 7 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q4 2022 | 7 |
COZAD ASSET MANAGEMENT INC | 4 | 3 | 0.02% | 0.06% | 0.15% | Q3 2021 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.13% | 0.26% | Q1 2022 | Q3 2023 | 7 |
1832 Asset Management L.P. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
PRUDENTIAL FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BRYN MAWR TRUST Co | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Mason & Associates Inc | 4 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.06% | 0.09% | 0.11% | Q4 2019 | Q3 2021 | 6 |
Cranbrook Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.24% | 0.30% | 0.36% | Q4 2021 | Q3 2023 | 6 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
StoneX Group Inc. | 4 | 2 | 0.03% | 0.07% | 0.19% | Q1 2020 | Q4 2021 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Financial Architects, Inc | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Kessler Investment Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
WEALTH MANAGEMENT RESOURCES, INC. | 6 | 6 | 0.13% | 0.34% | 1.24% | Q4 2021 | Q1 2023 | 6 |
TruWealth Advisors, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
PCG Wealth Advisors, LLC | 5 | 1 | 0.12% | 0.18% | 0.26% | Q4 2021 | Q2 2023 | 6 |
Kingfisher Capital LLC | 4 | 1 | 0.05% | 0.07% | 0.17% | Q4 2019 | Q2 2023 | 6 |
Beck Bode, LLC | 6 | 6 | 0.18% | 0.20% | 0.21% | Q2 2022 | Q3 2023 | 6 |
People's United Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Beaumont Financial Partners, LLC | 5 | 5 | 1.13% | 1.65% | 2.62% | Q2 2013 | Q2 2014 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Keel Point, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
RAYMOND JAMES TRUST N.A. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Orion Portfolio Solutions, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Money Design Co.,Ltd. | 5 | 5 | 0.00% | 0.44% | 0.67% | Q3 2022 | Q3 2023 | 5 |
Missouri Trust & Investment Co | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
TAP Consulting, LLC | 4 | 1 | 0.01% | 0.22% | 0.30% | Q4 2021 | Q3 2023 | 5 |
Smithfield Trust Co | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.13% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.19% | 0.22% | 0.23% | Q3 2022 | Q3 2023 | 5 |
HL FINANCIAL SERVICES LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2019 | 5 |
GLENMEDE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q2 2016 | 5 |
M&T BANK CORP | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2016 | 5 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
White Pine Investment CO | 5 | 5 | 0.44% | 1.18% | 1.41% | Q3 2022 | Q3 2023 | 5 |
Bickling Financial Services, Inc. | 5 | 5 | 0.15% | 0.20% | 0.24% | Q4 2021 | Q4 2022 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.11% | 0.22% | Q3 2018 | Q3 2019 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.03% | 0.09% | 0.18% | Q2 2018 | Q2 2019 | 5 |
Tyler-Stone Wealth Management | 3 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Atria Investments, Inc | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q1 2022 | 5 |
Private Capital Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Pinnacle Bancorp, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
PFS Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q1 2022 | 4 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.05% | 0.12% | Q4 2020 | Q4 2021 | 4 |
Spectrum Wealth Advisory Group, LLC | 4 | 4 | 1.82% | 2.50% | 3.02% | Q4 2021 | Q3 2022 | 4 |
PSI Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 4 |
CASTLE WEALTH MANAGEMENT LLC | 4 | 4 | 0.52% | 1.03% | 1.51% | Q2 2022 | Q1 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Aprio Wealth Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Watson Rebecca | 4 | 4 | 0.18% | 0.21% | 0.23% | Q4 2019 | Q3 2020 | 4 |
Private Advisory Group LLC | 2 | 2 | 0.04% | 0.08% | 0.14% | Q3 2021 | Q3 2023 | 4 |
WADE G W & INC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.00% | 0.17% | 0.48% | Q3 2019 | Q4 2022 | 4 |
Outlook Wealth Advisors, LLC | 4 | 4 | 0.12% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.25% | 0.28% | 0.34% | Q1 2021 | Q4 2021 | 4 |
Stegent Equity Advisors, Inc. | 4 | 4 | 1.41% | 1.83% | 2.30% | Q4 2022 | Q3 2023 | 4 |
CALTON & ASSOCIATES, INC. | 4 | 4 | 0.07% | 0.16% | 0.27% | Q1 2021 | Q4 2021 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Advisors Preferred, LLC | 2 | 1 | 0.02% | 0.12% | 0.23% | Q4 2013 | Q2 2016 | 4 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.06% | 0.15% | Q1 2019 | Q4 2020 | 4 |
Lowe Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.48% | 0.74% | 0.88% | Q4 2022 | Q3 2023 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
F3Logic, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Mainsail Financial Group, LLC | 4 | 4 | 2.93% | 3.12% | 3.32% | Q4 2022 | Q3 2023 | 4 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.17% | 0.18% | 0.18% | Q1 2023 | Q3 2023 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q1 2023 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 3 |
Clean Yield Group | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
FIRST MANHATTAN CO. LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Eagle Strategies LLC | 3 | 3 | 0.20% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q2 2019 | 3 |
IronBridge Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
McKinley Carter Wealth Services, Inc. | 2 | 1 | 0.01% | 0.09% | 0.14% | Q1 2018 | Q1 2023 | 3 |
Renaissance Technologies | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Crosspoint Capital Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 0.14% | 0.19% | 0.25% | Q3 2021 | Q1 2022 | 3 |
Ignite Planners, LLC | 3 | 3 | 0.08% | 0.10% | 0.10% | Q4 2022 | Q2 2023 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Integrated Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
PFG Investments, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
USCA RIA LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Forefront Analytics, LLC | 3 | 3 | 5.05% | 6.02% | 7.13% | Q1 2018 | Q3 2018 | 3 |
Kingsview Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 3 |
MANCHESTER FINANCIAL INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HAP Trading, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Wellington Shields & Co., LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Operose Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2022 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2021 | 3 |
Csenge Advisory Group | 3 | 3 | 0.04% | 0.08% | 0.14% | Q1 2022 | Q3 2022 | 3 |
Segment Wealth Management, LLC | 2 | 1 | 0.17% | 0.40% | 0.62% | Q3 2017 | Q3 2018 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.34% | 0.39% | 0.46% | Q4 2021 | Q2 2022 | 3 |
Leelyn Smith, LLC | 2 | 1 | 0.12% | 0.13% | 0.13% | Q3 2021 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.12% | 0.23% | 0.30% | Q4 2022 | Q3 2023 | 3 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.10% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
DB Wealth Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cambridge Advisors Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Sonoma Private Wealth LLC | 2 | 2 | 0.36% | 0.39% | 0.41% | Q1 2023 | Q2 2023 | 2 |
Windsor Wealth Management, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q2 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Gateway Wealth Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Cooper Financial Group | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Blume Capital Management, Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2014 | 2 |
Ferguson Shapiro LLC | 2 | 2 | 3.34% | 3.41% | 3.48% | Q3 2021 | Q4 2021 | 2 |
Golden State Equity Partners | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
SSI INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.23% | 0.24% | 0.26% | Q3 2021 | Q4 2021 | 2 |
Perennial Investment Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.14% | 0.40% | 0.65% | Q2 2021 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q1 2023 | 2 |
KWB Wealth | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Beacon Harbor Wealth Advisors, Inc. | 2 | 2 | 4.14% | 4.18% | 4.21% | Q3 2019 | Q4 2019 | 2 |
Well Done, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2013 | 2 |
First Pacific Financial | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q3 2014 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Timber Hill LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 1.19% | 2.39% | Q4 2022 | Q3 2023 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.13% | 0.26% | Q4 2016 | Q1 2017 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Great Diamond Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
StrategIQ Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
AXS Investments LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
KFG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Resolute Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PINNACLE ASSOCIATES LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WealthCare Investment Partners, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2016 | Q4 2016 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2022 | Q3 2022 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 4.71% | 4.71% | 4.71% | Q3 2022 | Q3 2022 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 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.