Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 42 | 42 | 0.01% | 0.24% | 0.53% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 35 | 1 | 0.02% | 0.32% | 1.33% | Q2 2013 | Q3 2023 | 40 |
D.A. DAVIDSON & CO. | 40 | 40 | 0.00% | 0.10% | 0.32% | Q4 2013 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 35 | 3 | 0.00% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 23 | 1 | 0.01% | 0.29% | 0.64% | Q2 2013 | Q3 2023 | 33 |
Cetera Advisors LLC | 14 | 1 | 0.00% | 0.31% | 0.82% | Q2 2013 | Q3 2023 | 32 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 12 | 0.00% | 0.03% | 0.07% | Q3 2015 | Q3 2023 | 32 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 31 | 31 | 0.00% | 0.36% | 0.89% | Q1 2016 | Q3 2023 | 31 |
Private Advisor Group, LLC | 18 | 1 | 0.00% | 0.36% | 0.85% | Q3 2014 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.11% | 0.41% | Q1 2016 | Q3 2023 | 31 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.01% | 0.25% | 0.57% | Q1 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.09% | 0.26% | 1.16% | Q4 2015 | Q3 2023 | 31 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
Sigma Planning Corp | 29 | 1 | 0.04% | 0.27% | 0.59% | Q1 2016 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 29 |
Moors & Cabot, Inc. | 10 | 3 | 0.02% | 0.08% | 0.37% | Q2 2014 | Q1 2023 | 29 |
US BANCORP \DE\ | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 29 | 29 | 0.00% | 0.05% | 0.11% | Q3 2016 | Q3 2023 | 29 |
Tower Research Capital LLC (TRC) | 16 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 29 |
Baird Financial Group, Inc. | 28 | 1 | 0.01% | 0.11% | 0.20% | Q2 2015 | Q3 2023 | 29 |
Advisory Services Network, LLC | 27 | 2 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 29 |
Regal Investment Advisors LLC | 15 | 1 | 0.06% | 0.88% | 2.32% | Q2 2016 | Q3 2023 | 27 |
WINTRUST INVESTMENTS LLC | 17 | 5 | 0.09% | 0.71% | 1.57% | Q3 2016 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 27 | 27 | 0.02% | 0.15% | 0.34% | Q2 2015 | Q4 2021 | 27 |
AE Wealth Management LLC | 26 | 26 | 0.05% | 0.17% | 0.62% | Q2 2017 | Q3 2023 | 26 |
Kingsview Wealth Management, LLC | 10 | 6 | 0.03% | 0.28% | 0.68% | Q1 2017 | Q3 2023 | 25 |
OPPENHEIMER & CO INC | 25 | 25 | 0.01% | 0.09% | 0.19% | Q3 2017 | Q3 2023 | 25 |
MML INVESTORS SERVICES, LLC | 23 | 2 | 0.04% | 0.24% | 0.56% | Q2 2017 | Q3 2023 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 25 | 25 | 0.00% | 0.02% | 0.15% | Q4 2013 | Q4 2019 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.03% | 0.18% | 0.26% | Q1 2017 | Q3 2023 | 25 |
IHT Wealth Management, LLC | 21 | 1 | 0.00% | 0.26% | 0.97% | Q4 2016 | Q3 2023 | 25 |
WEDBUSH SECURITIES INC | 24 | 24 | 0.06% | 0.21% | 0.47% | Q4 2017 | Q3 2023 | 24 |
Cornerstone Wealth Management, LLC | 21 | 3 | 0.06% | 0.52% | 1.58% | Q3 2017 | Q3 2023 | 24 |
Janney Montgomery Scott LLC | 18 | 2 | 0.01% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.04% | 0.75% | 1.33% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.21% | 0.37% | Q4 2017 | Q3 2023 | 24 |
First Heartland Consultants, Inc. | 23 | 1 | 0.01% | 1.57% | 3.47% | Q2 2013 | Q3 2023 | 24 |
Glassman Wealth Services | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
CITY HOLDING CO | 24 | 24 | 0.04% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
JNBA Financial Advisors | 20 | 3 | 0.12% | 1.35% | 2.21% | Q4 2017 | Q3 2023 | 23 |
Ahrens Investment Partners LLC | 23 | 23 | 0.11% | 0.24% | 0.54% | Q3 2017 | Q1 2023 | 23 |
Global Retirement Partners, LLC | 15 | 1 | 0.01% | 0.19% | 0.59% | Q2 2017 | Q3 2023 | 23 |
Mutual Advisors, LLC | 19 | 4 | 0.04% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 23 |
Simplicity Solutions, LLC | 16 | 7 | 0.02% | 0.11% | 0.31% | Q4 2017 | Q3 2023 | 23 |
Cetera Investment Advisers | 23 | 23 | 0.01% | 0.84% | 1.96% | Q1 2018 | Q3 2023 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.83% | 1.33% | 1.62% | Q1 2018 | Q3 2023 | 23 |
Atria Investments, Inc | 14 | 9 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 23 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 22 |
Eldridge Investment Advisors, Inc. | 22 | 22 | 0.15% | 1.01% | 4.32% | Q2 2018 | Q3 2023 | 22 |
SeaCrest Wealth Management, LLC | 17 | 5 | 0.01% | 0.06% | 0.11% | Q1 2018 | Q3 2023 | 22 |
Winslow, Evans & Crocker, Inc. | 21 | 21 | 0.01% | 0.07% | 0.33% | Q4 2015 | Q4 2020 | 21 |
SIGNATUREFD, LLC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Snowden Capital Advisors LLC | 10 | 3 | 0.12% | 0.30% | 0.49% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.33% | Q3 2018 | Q3 2023 | 21 |
Dynamic Advisor Solutions LLC | 15 | 3 | 0.10% | 0.42% | 0.98% | Q1 2018 | Q3 2023 | 21 |
B. Riley Wealth Advisors, Inc. | 21 | 21 | 0.02% | 0.15% | 0.23% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 21 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.30% | 1.06% | 1.50% | Q4 2018 | Q3 2023 | 20 |
V Wealth Advisors LLC | 20 | 20 | 0.08% | 0.17% | 0.31% | Q3 2018 | Q2 2023 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.00% | 0.15% | 0.24% | Q1 2017 | Q4 2021 | 20 |
First Allied Advisory Services, Inc. | 17 | 1 | 0.02% | 0.18% | 0.69% | Q3 2014 | Q3 2020 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.44% | 0.92% | 1.57% | Q4 2018 | Q3 2023 | 20 |
Private Advisory Group LLC | 15 | 4 | 0.08% | 0.27% | 0.60% | Q4 2018 | Q3 2023 | 19 |
PFG Advisors | 9 | 5 | 0.07% | 0.98% | 1.63% | Q3 2018 | Q3 2023 | 19 |
CWM, LLC | 10 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 19 |
Kovack Advisors, Inc. | 19 | 19 | 0.08% | 0.15% | 0.26% | Q1 2019 | Q3 2023 | 19 |
FMR LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 19 | 19 | 0.58% | 1.37% | 3.02% | Q1 2019 | Q3 2023 | 19 |
Prospera Financial Services Inc | 12 | 7 | 0.06% | 0.36% | 0.92% | Q4 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
GOLDMAN SACHS GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.15% | 0.19% | 0.28% | Q3 2018 | Q3 2023 | 19 |
Trek Financial, LLC | 19 | 19 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 19 |
American Portfolios Advisors | 19 | 19 | 0.00% | 0.16% | 0.36% | Q1 2018 | Q3 2022 | 19 |
Stratos Wealth Partners, LTD. | 11 | 1 | 0.05% | 0.29% | 0.67% | Q2 2016 | Q4 2021 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.16% | 1.13% | 1.65% | Q4 2018 | Q3 2023 | 19 |
Aptus Capital Advisors, LLC | 19 | 19 | 0.13% | 0.63% | 0.99% | Q1 2019 | Q3 2023 | 19 |
CENTAURUS FINANCIAL, INC. | 15 | 2 | 0.01% | 0.05% | 0.19% | Q2 2018 | Q2 2023 | 19 |
OneDigital Investment Advisors LLC | 19 | 19 | 0.08% | 0.13% | 0.21% | Q1 2019 | Q3 2023 | 19 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 17 | 1 | 0.09% | 0.24% | 0.36% | Q1 2019 | Q3 2023 | 18 |
Spectrum Wealth Advisory Group, LLC | 18 | 18 | 0.79% | 4.90% | 19.62% | Q2 2019 | Q3 2023 | 18 |
LINCOLN NATIONAL CORP | 18 | 18 | 0.11% | 0.23% | 0.45% | Q2 2019 | Q3 2023 | 18 |
American Financial Advisors, LLC | 13 | 5 | 0.09% | 3.39% | 5.26% | Q1 2019 | Q3 2023 | 18 |
STEPHENS INC /AR/ | 18 | 18 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
RFG Advisory, LLC | 18 | 18 | 0.06% | 0.16% | 0.34% | Q1 2019 | Q2 2023 | 18 |
Sargent Investment Group, LLC | 18 | 18 | 0.58% | 2.49% | 3.64% | Q2 2019 | Q3 2023 | 18 |
JPMORGAN CHASE & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Gradient Investments LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 18 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 14 | 1 | 0.13% | 0.70% | 1.30% | Q2 2017 | Q3 2022 | 18 |
Principle Wealth Partners LLC | 17 | 17 | 0.04% | 0.09% | 0.25% | Q3 2019 | Q3 2023 | 17 |
Bank of New York Mellon Corp | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
MGO ONE SEVEN LLC | 17 | 17 | 0.06% | 0.41% | 0.80% | Q3 2019 | Q3 2023 | 17 |
SMITH, MOORE & CO. | 17 | 17 | 0.05% | 0.09% | 0.12% | Q3 2019 | Q3 2023 | 17 |
M&T BANK CORP | 13 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2020 | 17 |
PARK NATIONAL CORP /OH/ | 17 | 17 | 0.32% | 0.93% | 1.63% | Q4 2019 | Q4 2023 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | 17 | 0.22% | 0.33% | 0.46% | Q3 2019 | Q3 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.01% | 0.21% | 0.37% | Q3 2019 | Q3 2023 | 17 |
Wealthcare Advisory Partners LLC | 13 | 4 | 0.01% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 17 |
PRUDENTIAL FINANCIAL INC | 12 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
Formidable Asset Management, LLC | 14 | 3 | 0.06% | 0.21% | 1.06% | Q2 2019 | Q3 2023 | 17 |
RAYMOND JAMES TRUST N.A. | 17 | 17 | 0.02% | 0.08% | 0.11% | Q3 2019 | Q3 2023 | 17 |
IFG Advisory, LLC | 17 | 17 | 2.36% | 3.52% | 4.95% | Q3 2019 | Q3 2023 | 17 |
Allworth Financial LP | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Archer Investment Corp | 17 | 17 | 5.91% | 7.40% | 8.25% | Q3 2019 | Q3 2023 | 17 |
Capital Investment Advisory Services, LLC | 9 | 1 | 0.01% | 0.15% | 0.35% | Q4 2018 | Q3 2023 | 17 |
Gladstone Institutional Advisory LLC | 17 | 17 | 0.08% | 0.39% | 1.42% | Q3 2019 | Q3 2023 | 17 |
1776 Wealth LLC | 16 | 16 | 1.29% | 2.71% | 5.04% | Q4 2019 | Q3 2023 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 16 | 0.04% | 0.12% | 0.29% | Q1 2019 | Q4 2022 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 1.14% | 1.49% | 1.79% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.12% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.04% | 1.37% | 3.44% | Q4 2019 | Q3 2023 | 16 |
FIFTH THIRD BANCORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 16 |
Clear Creek Financial Management, LLC | 12 | 4 | 0.11% | 0.22% | 1.13% | Q3 2019 | Q3 2023 | 16 |
Plante Moran Financial Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 16 |
TD Capital Management LLC | 16 | 16 | 0.01% | 0.77% | 1.08% | Q4 2019 | Q3 2023 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 2.23% | 4.84% | 6.54% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Keystone Financial Group | 14 | 2 | 0.40% | 2.36% | 4.12% | Q3 2019 | Q3 2023 | 16 |
Investors Research Corp | 16 | 16 | 0.00% | 1.01% | 2.03% | Q4 2019 | Q3 2023 | 16 |
WJ Wealth Management, LLC | 16 | 16 | 0.14% | 0.72% | 2.04% | Q4 2019 | Q3 2023 | 16 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.00% | 0.03% | 0.10% | Q2 2017 | Q3 2023 | 16 |
TL Private Wealth | 16 | 16 | 0.51% | 0.57% | 0.64% | Q4 2019 | Q3 2023 | 16 |
Koshinski Asset Management, Inc. | 6 | 3 | 0.06% | 0.15% | 0.25% | Q3 2018 | Q2 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.09% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Larson Financial Group LLC | 6 | 4 | 0.05% | 0.26% | 0.75% | Q3 2019 | Q3 2023 | 15 |
Bernardo Wealth Planning LLC | 15 | 15 | 0.56% | 1.57% | 2.08% | Q1 2020 | Q3 2023 | 15 |
Concorde Asset Management, LLC | 13 | 2 | 0.14% | 0.21% | 0.32% | Q4 2019 | Q3 2023 | 15 |
STRATEGY ASSET MANAGERS LLC | 13 | 2 | 0.12% | 0.49% | 0.60% | Q4 2019 | Q3 2023 | 15 |
MONEYWISE, INC. | 15 | 15 | 0.67% | 2.74% | 3.38% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.23% | 0.32% | 0.39% | Q1 2020 | Q3 2023 | 15 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.10% | 0.35% | 0.66% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.08% | 0.21% | Q2 2016 | Q4 2019 | 15 |
Triton Wealth Management, PLLC | 15 | 15 | 0.13% | 0.44% | 1.99% | Q1 2020 | Q3 2023 | 15 |
Jaffetilchin Investment Partners, LLC | 14 | 1 | 0.09% | 0.22% | 0.45% | Q4 2019 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.14% | 0.29% | 0.55% | Q4 2019 | Q3 2023 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 2 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 15 |
Blackhawk Capital Partners LLC. | 15 | 15 | 0.89% | 1.49% | 3.08% | Q1 2020 | Q3 2023 | 15 |
BLAIR WILLIAM & CO/IL | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Voya Financial Advisors, Inc. | 10 | 1 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q3 2021 | 15 |
Commonwealth Equity Services, Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2017 | 15 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
Wealth Enhancement & Preservation of GA, LLC | 15 | 15 | 3.48% | 5.37% | 7.18% | Q4 2019 | Q2 2023 | 15 |
Total Clarity Wealth Management, Inc. | 15 | 15 | 0.13% | 1.75% | 4.45% | Q4 2019 | Q2 2023 | 15 |
EPG Wealth Management LLC | 15 | 15 | 0.20% | 0.42% | 0.90% | Q1 2020 | Q3 2023 | 15 |
Cypress Capital Group | 14 | 14 | 0.16% | 0.28% | 0.31% | Q2 2020 | Q3 2023 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Indie Asset Partners, LLC | 14 | 14 | 0.22% | 0.78% | 1.13% | Q2 2020 | Q3 2023 | 14 |
Brinker Capital Investments, LLC | 14 | 14 | 0.01% | 0.07% | 0.10% | Q4 2013 | Q1 2017 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.31% | 0.42% | 0.54% | Q2 2020 | Q3 2023 | 14 |
Cranbrook Wealth Management, LLC | 14 | 14 | 0.02% | 0.29% | 0.54% | Q2 2020 | Q3 2023 | 14 |
Valmark Advisers, Inc. | 14 | 14 | 0.10% | 0.19% | 0.25% | Q2 2020 | Q3 2023 | 14 |
ASSETMARK, INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ROMAN BUTLER FULLERTON & CO | 14 | 14 | 1.49% | 1.74% | 2.03% | Q2 2020 | Q3 2023 | 14 |
Arkadios Wealth Advisors | 14 | 14 | 0.10% | 1.04% | 1.78% | Q2 2020 | Q3 2023 | 14 |
Aspire Private Capital, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
M Holdings Securities, Inc. | 13 | 1 | 0.07% | 0.19% | 0.36% | Q2 2018 | Q1 2022 | 14 |
First PREMIER Bank | 14 | 14 | 0.10% | 0.28% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 10 | 4 | 0.00% | 0.04% | 0.24% | Q4 2019 | Q3 2023 | 14 |
NewEdge Advisors, LLC | 8 | 1 | 0.01% | 0.17% | 0.51% | Q3 2018 | Q3 2023 | 14 |
Cambridge Advisors Inc. | 14 | 14 | 0.29% | 0.59% | 0.71% | Q2 2020 | Q3 2023 | 14 |
Good Life Advisors, LLC | 14 | 14 | 0.05% | 0.19% | 0.93% | Q2 2020 | Q3 2023 | 14 |
Jacobi Capital Management LLC | 14 | 14 | 0.02% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
PSI Advisors, LLC | 14 | 14 | 0.03% | 0.15% | 0.32% | Q2 2020 | Q3 2023 | 14 |
ERn Financial, LLC | 14 | 14 | 0.56% | 0.93% | 1.34% | Q2 2020 | Q3 2023 | 14 |
American Institute for Advanced Investment Management, LLP | 14 | 14 | 1.22% | 1.35% | 1.52% | Q2 2020 | Q3 2023 | 14 |
MSI Financial Services Inc | 13 | 13 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q4 2016 | 13 |
Renaissance Technologies | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.11% | 0.19% | Q4 2019 | Q3 2023 | 13 |
COMERICA SECURITIES,INC. | 7 | 2 | 0.15% | 0.50% | 0.84% | Q3 2019 | Q3 2023 | 13 |
Integrated Wealth Concepts LLC | 13 | 13 | 0.04% | 0.16% | 0.31% | Q3 2020 | Q3 2023 | 13 |
HL FINANCIAL SERVICES LLC | 13 | 13 | 0.01% | 0.05% | 0.20% | Q1 2016 | Q1 2019 | 13 |
LEVEL FOUR ADVISORY SERVICES, LLC | 6 | 2 | 0.03% | 0.19% | 0.36% | Q1 2019 | Q2 2023 | 13 |
Atlas Private Wealth Advisors | 7 | 6 | 0.06% | 1.64% | 4.21% | Q2 2020 | Q3 2023 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 0.11% | 0.74% | 2.36% | Q3 2020 | Q3 2023 | 13 |
Walkner Condon Financial Advisors LLC | 7 | 6 | 0.76% | 4.16% | 9.45% | Q4 2019 | Q3 2023 | 13 |
Vestmark Advisory Solutions, Inc. | 13 | 13 | 0.06% | 0.31% | 1.04% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.34% | 0.54% | 0.68% | Q3 2020 | Q3 2023 | 13 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13 | 13 | 0.09% | 0.18% | 0.36% | Q3 2020 | Q3 2023 | 13 |
Disciplined Investments, LLC | 13 | 13 | 0.02% | 0.03% | 0.08% | Q4 2019 | Q4 2022 | 13 |
Lokken Investment Group LLC | 12 | 1 | 2.00% | 2.27% | 2.41% | Q1 2012 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.29% | 0.46% | 0.78% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.03% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 13 |
DeDora Capital, Inc. | 7 | 1 | 0.65% | 2.39% | 2.81% | Q4 2019 | Q3 2023 | 13 |
HSBC HOLDINGS PLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q1 2023 | 13 |
Darwin Wealth Management, LLC | 9 | 4 | 0.34% | 1.38% | 2.47% | Q2 2020 | Q3 2023 | 13 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 13 | 13 | 0.17% | 0.28% | 0.41% | Q3 2020 | Q3 2023 | 13 |
Alliance Wealth Advisors, LLC | 12 | 12 | 0.17% | 0.57% | 0.99% | Q4 2020 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.35% | 0.56% | 1.06% | Q4 2020 | Q3 2023 | 12 |
ForthRight Wealth Management, LLC | 12 | 12 | 1.22% | 6.90% | 10.26% | Q4 2020 | Q3 2023 | 12 |
Kowal Investment Group, LLC | 12 | 12 | 9.43% | 17.63% | 23.39% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.62% | 0.73% | 1.10% | Q4 2020 | Q3 2023 | 12 |
Madrona Financial Services, LLC | 12 | 12 | 0.11% | 4.08% | 8.21% | Q1 2019 | Q4 2021 | 12 |
RiverTree Advisors, LLC | 12 | 12 | 4.84% | 5.63% | 6.81% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.48% | 0.60% | 0.76% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 1.82% | 2.47% | 3.13% | Q4 2020 | Q3 2023 | 12 |
Capital Square, LLC | 11 | 1 | 0.04% | 0.38% | 0.62% | Q1 2020 | Q2 2023 | 12 |
Concentrum Wealth Management | 12 | 12 | 0.39% | 1.20% | 3.20% | Q4 2020 | Q3 2023 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CALTON & ASSOCIATES, INC. | 8 | 4 | 0.11% | 0.19% | 0.44% | Q2 2020 | Q2 2023 | 12 |
Ausdal Financial Partners, Inc. | 7 | 5 | 0.50% | 1.12% | 1.32% | Q3 2020 | Q3 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.90% | 1.07% | 1.35% | Q4 2020 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 2.56% | 2.88% | 3.35% | Q4 2020 | Q3 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 9 | 3 | 0.06% | 0.09% | 0.10% | Q4 2019 | Q1 2023 | 12 |
Moloney Securities Asset Management, LLC | 12 | 12 | 0.10% | 0.32% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.07% | 0.12% | 0.16% | Q3 2020 | Q2 2023 | 12 |
Strategic Blueprint, LLC | 12 | 12 | 0.20% | 0.53% | 0.76% | Q4 2020 | Q3 2023 | 12 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.02% | 1.51% | 4.56% | Q4 2016 | Q3 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Pinnacle Family Advisors, LLC | 12 | 12 | 0.33% | 0.56% | 0.72% | Q4 2020 | Q3 2023 | 12 |
Essex Financial Services, Inc. | 12 | 12 | 0.07% | 0.27% | 0.36% | Q4 2020 | Q3 2023 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 2.77% | 4.14% | 5.13% | Q4 2020 | Q3 2023 | 12 |
Frisch Financial Group, Inc. | 12 | 12 | 0.14% | 0.16% | 0.19% | Q1 2020 | Q4 2022 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.01% | 0.27% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Elk River Wealth Management, LLC | 12 | 12 | 0.06% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 12 |
tru Independence LLC | 11 | 1 | 0.08% | 1.58% | 3.26% | Q4 2019 | Q3 2023 | 12 |
NORTHWEST WEALTH MANAGEMENT, LLC | 9 | 3 | 0.31% | 0.61% | 1.04% | Q4 2016 | Q4 2019 | 12 |
Crewe Advisors LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Purus Wealth Management, LLC | 12 | 12 | 2.88% | 3.32% | 4.09% | Q4 2020 | Q3 2023 | 12 |
MAI Capital Management | 12 | 12 | 0.08% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
Golden State Wealth Management, LLC | 7 | 1 | 1.20% | 1.97% | 2.81% | Q1 2019 | Q1 2022 | 11 |
HUNTINGTON NATIONAL BANK | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2011 | Q3 2023 | 11 |
Bartlett & Co. LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 11 |
Quaker Wealth Management, LLC | 8 | 3 | 1.94% | 2.75% | 3.20% | Q2 2020 | Q3 2023 | 11 |
Laurel Wealth Advisors, Inc. | 6 | 5 | 0.12% | 0.36% | 0.76% | Q1 2020 | Q4 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
BREITER CAPITAL MANAGEMENT INC | 9 | 2 | 2.19% | 3.54% | 5.41% | Q2 2019 | Q1 2022 | 11 |
WEALTHSOURCE PARTNERS, LLC | 7 | 1 | 0.03% | 0.07% | 0.17% | Q1 2017 | Q3 2023 | 11 |
Miracle Mile Advisors, LLC | 10 | 1 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q1 2023 | 11 |
Insight Advisors, LLC/ PA | 8 | 3 | 0.05% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.01% | 0.24% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 11 |
SUNTRUST BANKS INC | 7 | 4 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2019 | 11 |
Ironwood Financial, llc | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2021 | 11 |
Wagner Wealth Management, LLC | 6 | 5 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Timber Hill LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Meridian Wealth Management, LLC | 10 | 1 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q2 2023 | 11 |
Peterson Wealth Advisors, LLC | 11 | 11 | 0.19% | 0.22% | 0.27% | Q4 2017 | Q2 2020 | 11 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.16% | 2.21% | 3.82% | Q2 2020 | Q3 2023 | 11 |
FOUNDERS FINANCIAL SECURITIES LLC | 7 | 1 | 0.04% | 0.10% | 0.19% | Q1 2020 | Q3 2023 | 10 |
Virtue Capital Management, LLC | 10 | 10 | 0.05% | 0.44% | 0.57% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 1.08% | 1.89% | 2.58% | Q1 2021 | Q3 2023 | 10 |
BB&T SECURITIES, LLC | 10 | 10 | 0.03% | 0.18% | 0.35% | Q2 2017 | Q3 2019 | 10 |
Cypress Wealth Services, LLC | 6 | 4 | 0.06% | 0.17% | 0.35% | Q1 2020 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.03% | 0.07% | 0.18% | Q4 2020 | Q3 2023 | 10 |
LexAurum Advisors, LLC | 6 | 4 | 0.45% | 0.97% | 1.58% | Q3 2018 | Q3 2021 | 10 |
Sowell Financial Services LLC | 8 | 2 | 0.03% | 0.06% | 0.24% | Q4 2018 | Q2 2021 | 10 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 0.90% | 1.05% | 1.18% | Q2 2021 | Q3 2023 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Frontier Wealth Management LLC | 10 | 10 | 0.02% | 0.11% | 0.14% | Q1 2020 | Q2 2022 | 10 |
B. Riley Wealth Management, Inc. | 4 | 1 | 0.00% | 0.17% | 0.46% | Q2 2019 | Q2 2022 | 10 |
Csenge Advisory Group | 7 | 3 | 0.02% | 0.65% | 1.74% | Q3 2020 | Q2 2023 | 10 |
SII INVESTMENTS INC/WI | 8 | 2 | 0.02% | 0.08% | 0.23% | Q2 2015 | Q4 2017 | 10 |
IFC Holdings Incorporated/FL | 8 | 2 | 0.04% | 0.25% | 0.35% | Q2 2015 | Q4 2017 | 10 |
Petix & Botte Co | 7 | 1 | 0.08% | 0.27% | 0.40% | Q4 2019 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.00% | 0.32% | 1.69% | Q4 2019 | Q1 2022 | 10 |
Triumph Capital Management | 10 | 10 | 1.49% | 3.45% | 6.18% | Q2 2021 | Q3 2023 | 10 |
DFPG INVESTMENTS, LLC | 10 | 10 | 0.05% | 0.15% | 0.36% | Q2 2021 | Q3 2023 | 10 |
Anchor Investment Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 1.67% | 1.94% | 2.19% | Q4 2020 | Q4 2022 | 9 |
Creative Planning | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
DEFINED WEALTH MANAGEMENT, LLC | 9 | 9 | 1.48% | 1.57% | 1.71% | Q4 2020 | Q4 2022 | 9 |
Onyx Bridge Wealth Group LLC | 9 | 9 | 0.21% | 0.36% | 0.89% | Q3 2021 | Q3 2023 | 9 |
Weitzel Financial Services, Inc. | 9 | 9 | 0.19% | 0.23% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Chicago Partners Investment Group LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Mayflower Financial Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Westside Investment Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2020 | 9 |
Intellectus Partners, LLC | 9 | 9 | 0.09% | 0.27% | 0.39% | Q4 2016 | Q4 2018 | 9 |
First Horizon Advisors, Inc. | 4 | 1 | 0.00% | 0.23% | 0.68% | Q4 2019 | Q3 2023 | 9 |
Compass Ion Advisors, LLC | 9 | 9 | 0.12% | 0.20% | 0.36% | Q4 2019 | Q4 2021 | 9 |
HighTower Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 9 |
Braun-Bostich & Associates Inc. | 6 | 1 | 2.56% | 2.99% | 3.67% | Q4 2020 | Q2 2023 | 9 |
Moisand Fitzgerald Tamayo, LLC | 6 | 3 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q4 2022 | 9 |
Magnus Financial Group LLC | 9 | 9 | 0.03% | 0.08% | 0.15% | Q2 2020 | Q2 2022 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.08% | 0.14% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.32% | 0.74% | 0.90% | Q3 2021 | Q3 2023 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Continuum Advisory, LLC | 8 | 8 | 0.04% | 0.10% | 0.18% | Q4 2021 | Q3 2023 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 0.51% | 0.96% | 1.36% | Q4 2021 | Q3 2023 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 2.84% | 3.32% | 3.68% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
RETIREMENT GUYS FORMULA LLC | 8 | 8 | 0.27% | 1.95% | 4.08% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Intrua Financial, LLC | 8 | 8 | 2.26% | 3.10% | 4.12% | Q2 2021 | Q1 2023 | 8 |
Stratos Wealth Advisors, LLC | 8 | 8 | 0.25% | 0.64% | 1.40% | Q3 2019 | Q2 2021 | 8 |
BANK HAPOALIM BM | 5 | 3 | 0.03% | 1.28% | 2.26% | Q2 2020 | Q3 2023 | 8 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
Mendel Capital Management LLC | 8 | 8 | 0.18% | 0.34% | 0.49% | Q4 2021 | Q3 2023 | 8 |
WASHINGTON TRUST Co | 8 | 8 | 0.05% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.34% | 0.97% | 3.00% | Q4 2021 | Q3 2023 | 8 |
GeoWealth Management, LLC | 5 | 3 | 0.00% | 0.05% | 0.34% | Q3 2021 | Q3 2023 | 8 |
U.S. Capital Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AlphaStar Capital Management, LLC | 7 | 1 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q2 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
ACG Wealth | 7 | 1 | 0.00% | 0.19% | 0.50% | Q2 2019 | Q2 2022 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.48% | 0.55% | 0.61% | Q4 2021 | Q3 2023 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 2.36% | 2.80% | 3.54% | Q4 2018 | Q3 2020 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.64% | 1.27% | 1.87% | Q4 2021 | Q3 2023 | 8 |
WHITTIER TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Secure Asset Management, LLC | 4 | 4 | 0.92% | 2.47% | 5.92% | Q2 2020 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.82% | 2.76% | 3.62% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 1.02% | 1.29% | 1.67% | Q4 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 7.25% | 10.48% | 14.16% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.10% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Brookstone Capital Management | 7 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.10% | 0.23% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Crumly & Associates Inc. | 7 | 1 | 0.22% | 2.68% | 5.28% | Q4 2019 | Q2 2022 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.36% | 0.50% | 0.63% | Q4 2021 | Q3 2023 | 8 |
Scarborough Advisors, LLC | 8 | 8 | 3.38% | 4.17% | 5.87% | Q4 2021 | Q3 2023 | 8 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.04% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 8 |
Belpointe Asset Management LLC | 8 | 8 | 0.23% | 0.34% | 0.43% | Q4 2021 | Q3 2023 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.42% | 0.51% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Alpha Omega Group, Inc. | 8 | 8 | 0.34% | 0.53% | 0.81% | Q4 2020 | Q3 2022 | 8 |
WEALTH ADVISORS, INC. | 8 | 8 | 0.09% | 0.32% | 0.80% | Q1 2020 | Q4 2021 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 3.11% | 3.82% | 4.52% | Q4 2021 | Q3 2023 | 8 |
WealthShield Partners, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 0.31% | 0.52% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 7.08% | 7.62% | 8.05% | Q4 2021 | Q3 2023 | 8 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 1 | 0.02% | 0.07% | 0.09% | Q2 2019 | Q3 2021 | 8 |
BDO Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
BCS Wealth Management | 8 | 8 | 0.08% | 0.13% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Mascoma Wealth Management LLC | 8 | 8 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q2 2023 | 8 |
WealthPLAN Partners, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q1 2022 | 8 |
Professional Financial Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
HFG Advisors, Inc. | 8 | 8 | 1.51% | 1.75% | 1.95% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.39% | 1.40% | 2.24% | Q1 2021 | Q3 2023 | 8 |
Yellowstone Partners, LLC | 6 | 2 | 0.13% | 2.09% | 4.90% | Q2 2015 | Q4 2017 | 8 |
Sound Income Strategies, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.32% | 0.54% | 0.69% | Q4 2021 | Q3 2023 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 1.96% | 2.01% | 2.06% | Q4 2021 | Q3 2023 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 7.37% | 7.62% | 8.43% | Q4 2021 | Q3 2023 | 8 |
LifePro Asset Management | 8 | 8 | 0.15% | 0.29% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.13% | 0.20% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 7 | 7 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
SALEM INVESTMENT COUNSELORS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
FIFTH THIRD SECURITIES, INC. | 3 | 1 | 0.42% | 4.15% | 6.02% | Q3 2018 | Q3 2023 | 7 |
Altus Wealth Group LLC | 5 | 2 | 0.49% | 0.59% | 0.65% | Q4 2020 | Q3 2022 | 7 |
Cresset Asset Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
MV CAPITAL MANAGEMENT, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.21% | 0.26% | 0.32% | Q4 2021 | Q3 2023 | 7 |
CAPITAL ONE FINANCIAL CORP | 7 | 7 | 0.07% | 0.08% | 0.08% | Q2 2020 | Q4 2021 | 7 |
Eukles Asset Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.37% | 0.49% | 0.76% | Q1 2020 | Q3 2023 | 7 |
BKA Wealth Consulting, Inc. | 7 | 7 | 7.22% | 13.24% | 19.93% | Q1 2022 | Q3 2023 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.56% | 2.88% | 4.92% | Q4 2021 | Q2 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.20% | 0.23% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Visionary Wealth Advisors | 4 | 3 | 0.02% | 0.11% | 0.26% | Q4 2021 | Q3 2023 | 7 |
RAYMOND JAMES TRUST CO. OF NH | 7 | 7 | 1.82% | 2.17% | 2.74% | Q1 2022 | Q3 2023 | 7 |
Narus Financial Partners, LLC | 7 | 7 | 0.12% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Ameritas Investment Company, LLC | 4 | 1 | 0.02% | 0.08% | 0.21% | Q3 2019 | Q3 2021 | 7 |
Holloway Wealth Management, LLC | 4 | 3 | 0.44% | 1.28% | 4.45% | Q2 2020 | Q1 2022 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 7 |
JFS WEALTH ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 7 |
PARK AVENUE SECURITIES LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
JONES FINANCIAL COMPANIES LLLP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
True Link Financial Advisors, LLC | 7 | 7 | 0.11% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.21% | 0.69% | 1.81% | Q1 2022 | Q3 2023 | 7 |
FLOW TRADERS U.S. LLC | 3 | 2 | 0.02% | 0.06% | 0.11% | Q2 2021 | Q2 2023 | 7 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 7 |
Investors Financial Group, LLC | 7 | 7 | 0.22% | 0.32% | 0.41% | Q2 2020 | Q4 2021 | 7 |
EUDAIMONIA ADVISORS LLC | 7 | 7 | 0.72% | 0.81% | 0.98% | Q1 2022 | Q3 2023 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q1 2015 | 7 |
Merit Financial Group, LLC | 5 | 1 | 0.01% | 0.10% | 0.30% | Q3 2019 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.32% | 0.47% | 0.56% | Q1 2022 | Q3 2023 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.04% | 0.12% | 0.17% | Q2 2022 | Q3 2023 | 7 |
Bedel Financial Consulting, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
L. Roy Papp & Associates, LLP | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Integrated Advisors Network LLC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Vishria Bird Financial Group, LLC | 4 | 1 | 3.70% | 4.34% | 5.36% | Q1 2019 | Q4 2020 | 6 |
Bensler, LLC | 6 | 6 | 2.31% | 2.45% | 2.58% | Q1 2022 | Q2 2023 | 6 |
TNF LLC | 6 | 6 | 0.14% | 0.20% | 0.26% | Q3 2021 | Q4 2022 | 6 |
TOWNSQUARE CAPITAL LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 6 |
CENTRAL TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 6 |
Virtu KCG Holdings LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2017 | 6 |
Peterson Wealth Services | 6 | 6 | 2.11% | 2.82% | 3.45% | Q4 2021 | Q1 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q2 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.16% | 0.22% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Confluence Wealth Services, Inc. | 6 | 6 | 0.10% | 0.15% | 0.21% | Q2 2022 | Q3 2023 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Savior LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 6 |
TrueWealth Advisors, LLC | 3 | 1 | 0.09% | 0.17% | 0.25% | Q4 2021 | Q3 2023 | 6 |
Colonial River Wealth Management, LLC | 2 | 2 | 0.28% | 0.47% | 0.80% | Q4 2020 | Q4 2022 | 6 |
Capital Asset Advisory Services LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.05% | 0.18% | 0.38% | Q4 2021 | Q3 2023 | 6 |
ZACKS INVESTMENT MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Masso Torrence Wealth Management Inc. | 6 | 6 | 0.20% | 3.54% | 4.52% | Q4 2021 | Q1 2023 | 6 |
Stonebridge Capital Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
WFG Advisors, LP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 6 |
Global Financial Private Capital, Inc | 5 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q1 2019 | 6 |
SouthState Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Key FInancial Inc | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
BlackRock Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
AdvisorNet Financial, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
MCDONALD PARTNERS LLC | 4 | 2 | 0.15% | 0.16% | 0.17% | Q4 2020 | Q2 2022 | 6 |
HAZLETT, BURT & WATSON, INC. | 6 | 6 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q2 2023 | 6 |
Foundations Investment Advisors, LLC | 6 | 6 | 0.16% | 0.17% | 0.20% | Q2 2022 | Q3 2023 | 6 |
INVESTMENT CENTERS OF AMERICA INC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q3 2017 | 6 |
Independent Advisor Alliance | 3 | 1 | 0.01% | 0.12% | 0.56% | Q4 2019 | Q4 2021 | 6 |
ACIMA PRIVATE WEALTH, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Winthrop Advisory Group LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Kohmann Bosshard Financial Services, LLC | 1 | 1 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q1 2023 | 5 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.04% | 0.11% | Q1 2021 | Q2 2023 | 5 |
COLUMBIA ADVISORY PARTNERS LLC | 5 | 5 | 0.22% | 0.28% | 0.38% | Q4 2021 | Q4 2022 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 1.19% | 1.34% | 1.47% | Q3 2022 | Q3 2023 | 5 |
Comprehensive Financial Consultants Institutional, Inc. | 3 | 1 | 1.40% | 1.86% | 2.44% | Q4 2021 | Q3 2023 | 5 |
FSC Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.86% | 2.72% | Q4 2021 | Q4 2022 | 5 |
Main Street Financial Solutions, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Center for Financial Planning, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.89% | 1.24% | 1.63% | Q4 2020 | Q3 2023 | 5 |
Fragasso Group Inc. | 5 | 5 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q4 2023 | 5 |
Axiom Investment Management LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 0.51% | 0.58% | 0.70% | Q4 2021 | Q4 2022 | 5 |
ARS Wealth Advisors Group, LLC | 3 | 2 | 0.14% | 0.16% | 0.19% | Q2 2022 | Q3 2023 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Rehmann Capital Advisory Group | 2 | 1 | 0.00% | 0.11% | 0.33% | Q1 2019 | Q3 2023 | 5 |
WealthCare Investment Partners, LLC | 4 | 1 | 0.20% | 0.35% | 0.80% | Q2 2022 | Q3 2023 | 5 |
Advisor Resource Council | 5 | 5 | 0.04% | 0.07% | 0.11% | Q2 2021 | Q2 2022 | 5 |
Alta Wealth Advisors LLC | 5 | 5 | 0.21% | 0.24% | 0.29% | Q4 2021 | Q4 2022 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 5 |
Accel Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
SignalPoint Asset Management, LLC | 4 | 1 | 0.22% | 1.73% | 2.12% | Q2 2020 | Q3 2023 | 5 |
FLAGSTAR ADVISORS INC | 2 | 1 | 0.08% | 0.40% | 1.40% | Q3 2021 | Q3 2023 | 5 |
Mach-1 Financial Group, LLC | 3 | 2 | 0.05% | 0.36% | 1.02% | Q2 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 1.75% | 1.83% | 1.89% | Q3 2022 | Q3 2023 | 5 |
Fermata Advisors, LLC | 4 | 1 | 1.08% | 2.43% | 4.45% | Q2 2022 | Q3 2023 | 5 |
Lebenthal Global Advisors, LLC | 3 | 1 | 0.10% | 0.22% | 0.55% | Q4 2020 | Q1 2022 | 4 |
COMMERCE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
MUFG Americas Holdings Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
FREEDOM WEALTH ALLIANCE, LLC | 4 | 4 | 2.00% | 2.22% | 2.40% | Q4 2022 | Q3 2023 | 4 |
Beck Bode, LLC | 4 | 4 | 0.80% | 0.92% | 0.98% | Q4 2022 | Q3 2023 | 4 |
ODonnell Financial Services, LLC | 4 | 4 | 0.20% | 0.23% | 0.31% | Q3 2021 | Q2 2022 | 4 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Insight Wealth Strategies, LLC | 3 | 1 | 1.49% | 1.55% | 1.63% | Q4 2018 | Q4 2019 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.17% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
TRUE Private Wealth Advisors | 4 | 4 | 0.00% | 0.09% | 0.12% | Q2 2019 | Q1 2020 | 4 |
Legacy Capital Wealth Partners, LLC | 2 | 1 | 0.09% | 2.44% | 4.71% | Q3 2021 | Q3 2023 | 4 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.51% | 0.56% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Choate Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.07% | 0.20% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Valeo Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 4 |
Realta Investment Advisors | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.03% | 0.31% | 0.52% | Q4 2022 | Q3 2023 | 4 |
55I, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.96% | 1.49% | 2.21% | Q4 2022 | Q3 2023 | 4 |
WIN ADVISORS, INC | 4 | 4 | 0.00% | 0.20% | 0.76% | Q4 2021 | Q3 2022 | 4 |
Charter Oak Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
AlphaMark Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Wellington Shields & Co., LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q2 2020 | Q1 2021 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 1.23% | 1.47% | 1.73% | Q4 2022 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 1.92% | 2.15% | 2.42% | Q4 2022 | Q3 2023 | 4 |
Orion Portfolio Solutions, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
OneAscent Financial Services LLC | 4 | 4 | 0.40% | 0.49% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.12% | 0.26% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
First Command Advisory Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
Ergawealth Advisors, Inc. | 4 | 4 | 12.11% | 12.63% | 13.28% | Q4 2022 | Q3 2023 | 4 |
FIRST HAWAIIAN BANK | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2019 | Q1 2020 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.55% | 0.56% | 0.59% | Q4 2022 | Q3 2023 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 4.29% | 4.98% | 5.51% | Q1 2022 | Q1 2023 | 4 |
TRUST CO OF OKLAHOMA | 4 | 4 | 0.29% | 0.33% | 0.35% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.02% | 0.40% | 0.80% | Q4 2022 | Q3 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 1.72% | 2.41% | 2.93% | Q4 2022 | Q3 2023 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.29% | 0.33% | 0.36% | Q4 2022 | Q3 2023 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q4 2022 | 4 |
SSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.19% | 0.24% | 0.30% | Q3 2019 | Q2 2020 | 4 |
Camelot Portfolios, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q4 2021 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.42% | 0.77% | Q3 2020 | Q3 2023 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
HCR Wealth Advisors | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2017 | Q4 2018 | 4 |
Destiny Wealth Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 6.64% | 7.24% | 7.77% | Q1 2023 | Q3 2023 | 3 |
Intercontinental Wealth Advisors, LLC | 3 | 3 | 0.15% | 0.17% | 0.21% | Q1 2020 | Q3 2020 | 3 |
Kapstone Financial Advisors LLC | 3 | 3 | 1.50% | 1.54% | 1.61% | Q1 2023 | Q3 2023 | 3 |
Sterling Manor Financial, LLC | 3 | 3 | 1.92% | 6.96% | 13.28% | Q3 2021 | Q1 2022 | 3 |
Sutton Wealth Advisors Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Hilltop Holdings Inc. | 2 | 1 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q2 2023 | 3 |
Solidarity Wealth, LLC | 3 | 3 | 0.32% | 0.37% | 0.44% | Q1 2022 | Q3 2022 | 3 |
Premia Global Advisors, LLC | 3 | 3 | 3.12% | 3.88% | 4.29% | Q1 2019 | Q3 2019 | 3 |
Atlas Wealth LLC | 2 | 1 | 0.30% | 0.38% | 0.53% | Q4 2022 | Q3 2023 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Summit Investment Advisory Services, LLC | 3 | 3 | 0.14% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
CULLEN/FROST BANKERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.48% | 0.70% | 1.12% | Q4 2022 | Q3 2023 | 3 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 3 | 3 | 0.10% | 0.72% | 1.21% | Q4 2022 | Q2 2023 | 3 |
LEVEL FOUR FINANCIAL, LLC | 2 | 1 | 0.15% | 0.16% | 0.16% | Q4 2020 | Q3 2021 | 3 |
Nilsine Partners, LLC | 3 | 3 | 1.17% | 1.21% | 1.26% | Q1 2023 | Q3 2023 | 3 |
Private Portfolio Partners LLC | 3 | 3 | 0.07% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2020 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Delos Wealth Advisors, LLC | 3 | 3 | 2.10% | 2.17% | 2.27% | Q1 2023 | Q3 2023 | 3 |
Prosperity Wealth Management, Inc. | 3 | 3 | 0.24% | 1.28% | 2.86% | Q4 2022 | Q2 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.05% | 0.11% | 0.20% | Q1 2021 | Q2 2023 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.40% | 0.44% | 0.47% | Q4 2018 | Q2 2019 | 3 |
PEAPACK GLADSTONE FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Retirement Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.19% | 0.22% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Family Capital Management, Inc. | 3 | 3 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q2 2023 | 3 |
PRUDENTIAL PLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 3 |
Solano Wealth Management, Inc. | 3 | 3 | 11.38% | 11.62% | 11.83% | Q1 2023 | Q3 2023 | 3 |
MEITAV INVESTMENT HOUSE LTD | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Goodwin Investment Advisory | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2017 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.04% | 0.04% | 0.06% | Q4 2019 | Q1 2022 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.25% | 0.29% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 3 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2010 | Q2 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Allen Capital Group, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q3 2022 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.57% | 0.58% | 0.61% | Q1 2023 | Q3 2023 | 3 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2022 | Q4 2022 | 3 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 0.10% | 0.22% | 0.30% | Q1 2023 | Q3 2023 | 3 |
ALTFEST L J & CO INC | 3 | 3 | 0.83% | 0.87% | 0.88% | Q2 2022 | Q4 2022 | 3 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 3 |
Prostatis Group LLC | 2 | 1 | 0.36% | 1.36% | 3.21% | Q3 2022 | Q2 2023 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CREDIT SUISSE AG/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 2 |
Trexquant Investment LP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
RE Dickinson Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Trust Direct Indexing L.P. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 2.28% | 2.28% | 2.28% | Q4 2022 | Q1 2023 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 5.19% | 6.29% | 7.39% | Q4 2022 | Q1 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2018 | 2 |
Financial Services Advisory Inc | 2 | 2 | 0.37% | 0.57% | 0.77% | Q3 2021 | Q4 2021 | 2 |
LVZ, Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.09% | 0.56% | 1.04% | Q2 2023 | Q3 2023 | 2 |
True Capital Management | 2 | 2 | 0.50% | 0.57% | 0.64% | Q4 2022 | Q1 2023 | 2 |
Bullseye Investment Management, LLC | 2 | 2 | 0.24% | 6.88% | 13.52% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 1.14% | 1.26% | 1.39% | Q4 2022 | Q1 2023 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.20% | 0.24% | 0.28% | Q3 2019 | Q2 2020 | 2 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 2 |
Axiom Financial Strategies, LLC | 2 | 2 | 4.43% | 8.59% | 12.76% | Q1 2023 | Q2 2023 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.31% | 0.32% | 0.33% | Q2 2023 | Q3 2023 | 2 |
WEALTHSPAN PARTNERS, LLC | 2 | 2 | 0.24% | 0.27% | 0.29% | Q1 2023 | Q2 2023 | 2 |
StoneX Group Inc. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q1 2018 | Q2 2018 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.05% | 0.06% | 0.08% | Q1 2016 | Q2 2016 | 2 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.32% | 0.61% | 0.91% | Q2 2018 | Q2 2020 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Rise Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
LYNCH & ASSOCIATES/IN | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q4 2023 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
F3Logic, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.78% | 1.06% | 1.34% | Q4 2022 | Q3 2023 | 2 |
Prism Advisors, Inc. | 2 | 2 | 0.20% | 0.24% | 0.29% | Q1 2020 | Q2 2020 | 2 |
Birchcreek Wealth Management, LLC | 2 | 2 | 0.26% | 0.31% | 0.36% | Q3 2022 | Q4 2022 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Kesler, Norman & Wride, LLC | 2 | 2 | 0.29% | 0.29% | 0.29% | Q1 2021 | Q2 2021 | 2 |
Kingsbury Capital Investment Advisors LLC | 2 | 2 | 0.30% | 0.48% | 0.66% | Q1 2022 | Q2 2022 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
COUNTRY TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
FIRST INTERSTATE BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
RELIANCE TRUST CO OF DELAWARE | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Summit Financial, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.19% | 0.35% | Q4 2018 | Q3 2019 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2023 | Q2 2023 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q4 2021 | Q4 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 9.04% | 9.04% | 9.04% | Q4 2019 | Q4 2019 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
KPP Advisory Services LLC | 1 | 1 | 5.11% | 5.11% | 5.11% | Q3 2023 | Q3 2023 | 1 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Covestor Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PFG Investments, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Covington Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Grove Bank & Trust | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2020 | Q2 2020 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Karn, Couzens & Associates, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gibraltar Capital Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Holistic Financial Partners | 1 | 1 | 4.77% | 4.77% | 4.77% | Q3 2023 | Q3 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
GSG Advisors LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 6.54% | 6.54% | 6.54% | Q3 2019 | Q3 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Stiles Financial Services Inc | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Lansing Street Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2022 | Q4 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Kure Advisory, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Allegheny Financial Group LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Addison Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q3 2020 | Q3 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Essex Savings Bank | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
PETERSON WEALTH MANAGEMENT | 1 | 1 | 1.93% | 1.93% | 1.93% | Q2 2021 | Q2 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
USCA RIA LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 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.