Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 72 |
Citadel Advisors | 26 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 60 |
Cutler Group LLC / CA | 19 | 5 | 0.00% | 0.00% | 0.05% | Q2 2016 | Q3 2023 | 53 |
JANE STREET GROUP, LLC | 20 | 2 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 49 |
BARCLAYS PLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 41 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 33 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 30 | 30 | 0.00% | 0.05% | 0.20% | Q2 2016 | Q3 2023 | 30 |
ROYAL BANK OF CANADA | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Geneos Wealth Management Inc. | 30 | 30 | 0.01% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
LPL Financial LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
UBS Group AG | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Daiwa Securities Group Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Tower Research Capital LLC (TRC) | 16 | 1 | 0.00% | 0.05% | 0.18% | Q3 2016 | Q3 2023 | 27 |
IFP Advisors, Inc | 17 | 10 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 27 |
AMERIPRISE FINANCIAL INC | 16 | 11 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Global Trust Asset Management, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 14 | 2 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 10 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 23 |
REILLY FINANCIAL ADVISORS, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 23 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
OneDigital Investment Advisors LLC | 14 | 2 | 0.00% | 0.04% | 0.15% | Q2 2017 | Q4 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.13% | Q4 2017 | Q3 2022 | 20 |
Cetera Advisors LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
North Star Investment Management Corp. | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2022 | 20 |
SIMPLEX TRADING, LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 19 |
V Wealth Advisors LLC | 17 | 1 | 0.07% | 0.23% | 0.38% | Q2 2016 | Q4 2020 | 18 |
Raymond James Financial Services Advisors, Inc. | 11 | 7 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 17 |
Parallel Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 16 |
Ballew Advisors, Inc | 13 | 3 | 0.22% | 0.45% | 0.86% | Q1 2018 | Q1 2022 | 16 |
BNP PARIBAS FINANCIAL MARKETS | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 16 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
FMR LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 14 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.01% | 0.08% | Q1 2017 | Q3 2023 | 14 |
SOL Capital Management CO | 13 | 1 | 0.04% | 0.64% | 2.10% | Q2 2016 | Q1 2022 | 14 |
Creative Planning | 7 | 7 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 14 |
STIFEL FINANCIAL CORP | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 14 |
Patriot Financial Group Insurance Agency, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2022 | 14 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 13 |
DEUTSCHE BANK AG\ | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
Aptus Capital Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
CALTON & ASSOCIATES, INC. | 10 | 1 | 0.02% | 0.11% | 0.18% | Q4 2017 | Q1 2023 | 13 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 13 |
Baird Financial Group, Inc. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 2 | 0.00% | 0.07% | 0.11% | Q2 2018 | Q3 2022 | 12 |
CIBC WORLD MARKET INC. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 12 |
WHITTIER TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
Parallax Volatility Advisers, L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 12 |
AE Wealth Management LLC | 12 | 12 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.07% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Fusion Family Wealth LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 6 | 1 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 11 |
Transamerica Financial Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 11 |
Banque Cantonale Vaudoise | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Axiom Investment Management LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q2 2021 | 10 |
Csenge Advisory Group | 10 | 10 | 0.02% | 0.10% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Proficio Capital Partners LLC | 6 | 4 | 0.00% | 0.18% | 0.40% | Q2 2017 | Q3 2023 | 10 |
TRUIST FINANCIAL CORP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 10 |
MML INVESTORS SERVICES, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 10 |
SRS Capital Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Cetera Advisor Networks LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
CUMBERLAND ADVISORS INC | 7 | 3 | 1.00% | 2.45% | 3.33% | Q3 2016 | Q4 2019 | 10 |
Foundations Investment Advisors, LLC | 10 | 10 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q2 2022 | 10 |
NewEdge Advisors, LLC | 6 | 4 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.02% | 0.10% | Q4 2020 | Q3 2023 | 10 |
Windmill Hill Asset Management Ltd | 5 | 4 | 0.48% | 1.10% | 1.87% | Q3 2020 | Q4 2022 | 9 |
Great Diamond Partners, LLC | 8 | 1 | 0.13% | 0.32% | 0.38% | Q2 2020 | Q4 2022 | 9 |
Cambridge Investment Research Advisors, Inc. | 8 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 9 |
Moors & Cabot, Inc. | 5 | 4 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 9 |
Prospera Financial Services Inc | 7 | 2 | 0.04% | 0.10% | 0.22% | Q2 2016 | Q3 2023 | 9 |
TimeScale Financial, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
BANK OF MONTREAL /CAN/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.03% | 0.19% | Q4 2020 | Q3 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.03% | 0.05% | 0.05% | Q1 2022 | Q4 2023 | 8 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HighMark Wealth Management LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Financial Sense Advisors, Inc. | 4 | 1 | 0.08% | 0.69% | 1.28% | Q2 2016 | Q3 2023 | 8 |
Janney Montgomery Scott LLC | 6 | 1 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q4 2022 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Rockefeller Capital Management L.P. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 0.70% | 1.64% | 2.85% | Q4 2021 | Q3 2023 | 8 |
Kestra Advisory Services, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Grand Central Investment Group | 8 | 8 | 3.88% | 6.68% | 8.99% | Q4 2020 | Q3 2022 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.23% | 0.44% | 0.59% | Q4 2021 | Q3 2023 | 8 |
GREAT VALLEY ADVISOR GROUP, INC. | 8 | 8 | 0.02% | 0.10% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Financial Partners Group, Inc | 6 | 1 | 0.04% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 7 |
Anfield Capital Management, LLC | 7 | 7 | 1.31% | 1.64% | 2.02% | Q1 2022 | Q3 2023 | 7 |
Winslow, Evans & Crocker, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Madison Asset Management, LLC | 6 | 1 | 0.01% | 0.09% | 0.16% | Q3 2021 | Q2 2023 | 7 |
Claraphi Advisory Network, LLC | 6 | 1 | 0.00% | 0.22% | 0.36% | Q1 2020 | Q3 2022 | 7 |
Winch Advisory Services, LLC | 7 | 7 | 0.08% | 0.35% | 0.54% | Q1 2018 | Q3 2019 | 7 |
PSI Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Advisors Preferred, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2022 | 7 |
CITIGROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
BLAIR WILLIAM & CO/IL | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 7 |
CAPTRUST FINANCIAL ADVISORS | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.18% | 0.27% | Q4 2016 | Q4 2019 | 7 |
Verity Asset Management, Inc. | 6 | 1 | 0.22% | 0.81% | 1.28% | Q4 2018 | Q3 2022 | 7 |
PCG Wealth Advisors, LLC | 7 | 7 | 0.95% | 1.73% | 2.91% | Q1 2022 | Q3 2023 | 7 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NTV ASSET MANAGEMENT LLC | 6 | 6 | 0.12% | 0.16% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 6 | 6 | 0.67% | 1.44% | 2.39% | Q2 2021 | Q3 2022 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.37% | 2.22% | Q2 2016 | Q2 2023 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2017 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2017 | 6 |
CWM, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 6 |
Hilltop Holdings Inc. | 3 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2023 | 6 |
ASPIRIANT, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q4 2022 | 6 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 6 |
HSBC HOLDINGS PLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 6 |
Sigma Planning Corp | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 5 |
First PREMIER Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Blueshift Asset Management, LLC | 3 | 1 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q2 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Barrett Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
First Horizon Advisors, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Clark Capital Management Group, Inc. | 4 | 1 | 0.01% | 0.06% | 0.14% | Q3 2016 | Q1 2022 | 5 |
Kesler, Norman & Wride, LLC | 5 | 5 | 0.17% | 0.19% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Leelyn Smith, LLC | 5 | 5 | 0.11% | 0.14% | 0.17% | Q4 2021 | Q4 2022 | 5 |
Psagot Value Holdings Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
WEDBUSH SECURITIES INC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Founders Financial Alliance, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2022 | 5 |
WFG Advisors, LP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Gladstone Institutional Advisory LLC | 4 | 1 | 0.02% | 0.09% | 0.29% | Q1 2021 | Q1 2023 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 5 |
Tradewinds Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SIGNATUREFD, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Gradient Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
BECK CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.58% | 1.25% | 2.01% | Q1 2022 | Q1 2023 | 5 |
AdvisorNet Financial, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SMI Advisory Services, LLC | 5 | 5 | 1.20% | 1.26% | 1.41% | Q4 2021 | Q4 2022 | 5 |
Intrepid Financial Planning Group LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q1 2019 | 4 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 1.39% | 1.52% | 1.64% | Q4 2022 | Q3 2023 | 4 |
Capital Asset Advisory Services LLC | 3 | 1 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q4 2020 | 4 |
Cetera Investment Advisers | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 4 |
Pacific Center for Financial Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Barnett & Company, Inc. | 2 | 1 | 0.04% | 0.10% | 0.17% | Q3 2021 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
American Institute for Advanced Investment Management, LLP | 4 | 4 | 0.25% | 0.29% | 0.38% | Q4 2022 | Q3 2023 | 4 |
SYNOVUS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
MGO ONE SEVEN LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 4 | 4 | 0.00% | 0.07% | 0.11% | Q1 2022 | Q4 2022 | 4 |
PURSUE WEALTH PARTNERS LLC | 4 | 4 | 0.13% | 0.20% | 0.28% | Q4 2021 | Q3 2022 | 4 |
Outlook Wealth Advisors, LLC | 3 | 1 | 0.13% | 0.23% | 0.36% | Q4 2021 | Q1 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.09% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
BANK OF NOVA SCOTIA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Greenlight Capital | 3 | 1 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Hochman Cole Investment Advisors, Inc. | 4 | 4 | 0.14% | 0.18% | 0.24% | Q4 2016 | Q3 2017 | 4 |
Fulcrum Equity Management | 4 | 4 | 1.90% | 2.04% | 2.10% | Q2 2022 | Q1 2023 | 4 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2022 | 4 |
MCF Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 4 |
Spot Trading L.L.C | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 4 |
Mariner, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 3 |
J Arnold Wealth Management Co | 2 | 1 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q2 2021 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
X-Square Capital, LLC | 3 | 3 | 0.19% | 0.21% | 0.23% | Q2 2020 | Q4 2020 | 3 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 3 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 3 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 3 |
HighTower Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q4 2022 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Financial Architects, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q1 2023 | 3 |
Essex Financial Services, Inc. | 3 | 3 | 0.05% | 0.08% | 0.12% | Q2 2022 | Q4 2022 | 3 |
Intrua Financial, LLC | 2 | 1 | 0.08% | 0.85% | 2.27% | Q2 2021 | Q3 2022 | 3 |
WMG Financial Advisors, LLC | 2 | 1 | 0.18% | 0.56% | 0.87% | Q3 2022 | Q3 2023 | 3 |
STRATEGY ASSET MANAGERS LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q4 2022 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q2 2022 | Q4 2022 | 2 |
J.W. COLE ADVISORS, INC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
qPULA Trading Management LP | 2 | 2 | 0.40% | 0.91% | 1.42% | Q1 2021 | Q2 2021 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q3 2019 | Q2 2022 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q4 2022 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
EXANE DERIVATIVES | 2 | 2 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q2 2022 | 2 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.23% | 0.25% | 0.27% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 1 | 1 | 0.48% | 0.83% | 1.17% | Q2 2021 | Q1 2022 | 2 |
Ciovacco Capital Management LLC | 2 | 2 | 1.09% | 1.20% | 1.32% | Q2 2022 | Q3 2022 | 2 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2017 | Q1 2018 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Kingfisher Capital LLC | 2 | 2 | 0.15% | 0.46% | 0.77% | Q4 2016 | Q1 2017 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Brendel Financial Advisors LLC | 2 | 2 | 0.00% | 1.76% | 3.51% | Q1 2021 | Q2 2021 | 2 |
Insight Advisors, LLC/ PA | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Kistler-Tiffany Companies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2022 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Sterling Manor Financial, LLC | 1 | 1 | 0.25% | 2.60% | 4.95% | Q2 2022 | Q4 2022 | 2 |
WADE G W & INC | 2 | 2 | 0.95% | 1.01% | 1.06% | Q3 2022 | Q4 2022 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BBJS FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 2 |
Kelman-Lazarov, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
South Shore Capital Advisors | 2 | 2 | 0.28% | 0.42% | 0.56% | Q4 2021 | Q1 2022 | 2 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.06% | 0.11% | Q1 2022 | Q2 2023 | 2 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 2 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q2 2022 | 2 |
GRIMES & COMPANY, INC. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2017 | Q4 2017 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
RFG Advisory, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Integrated Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.02% | 0.14% | 0.26% | Q1 2022 | Q3 2022 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
XR Securities LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
St. Louis Financial Planners Asset Management, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2022 | Q4 2022 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2022 | Q1 2022 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2023 | Q1 2023 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SPROTT INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
State of Wyoming | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2020 | Q2 2020 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2022 | Q3 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2018 | Q1 2018 | 1 |
Kraft, Davis & Associates, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
MANA Advisors LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2020 | Q4 2020 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
PEAK6 Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Key Client Fiduciary Advisors, LLC | 1 | 1 | 4.03% | 4.03% | 4.03% | Q4 2021 | Q4 2021 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q3 2022 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Progeny 3, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MARK ASSET MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
Probabilities Fund Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2019 | Q1 2019 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
BLODGETT WEALTH ADVISORS, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2022 | Q3 2022 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HAP Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SUMMIT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Chicago Wealth Management, Inc. | 1 | 1 | 3.52% | 3.52% | 3.52% | Q4 2022 | Q4 2022 | 1 |
Veracity Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2018 | Q4 2018 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 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.