Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 51 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.03% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.01% | 0.13% | 0.52% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.04% | 0.23% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.22% | 0.85% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.03% | 0.13% | 0.79% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | 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 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 29 | 11 | 0.13% | 0.23% | 0.54% | Q3 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.01% | 0.06% | 0.20% | Q4 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 39 |
ACG Wealth | 38 | 38 | 0.15% | 2.67% | 7.74% | Q2 2013 | Q3 2022 | 38 |
Creative Planning | 17 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
Regal Investment Advisors LLC | 24 | 1 | 0.04% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 38 |
PARK NATIONAL CORP /OH/ | 38 | 38 | 0.02% | 0.07% | 0.16% | Q3 2014 | Q4 2023 | 38 |
Cetera Advisor Networks LLC | 35 | 2 | 0.01% | 0.08% | 0.36% | Q2 2014 | Q3 2023 | 37 |
US BANCORP \DE\ | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.09% | 0.61% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.02% | 0.05% | 0.12% | Q4 2014 | Q3 2023 | 36 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 29 | 7 | 0.00% | 0.03% | 0.10% | Q2 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.06% | 0.36% | Q2 2014 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.03% | 0.17% | 0.28% | Q4 2014 | Q3 2023 | 36 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.05% | 0.11% | Q2 2015 | Q3 2023 | 34 |
HighTower Advisors, LLC | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.05% | 0.44% | 1.40% | Q4 2015 | Q3 2023 | 32 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.05% | 0.25% | Q1 2014 | Q3 2023 | 32 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.03% | 0.25% | 0.59% | Q4 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.04% | 0.12% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.04% | 0.10% | Q4 2015 | Q3 2023 | 31 |
Prospera Financial Services Inc | 31 | 31 | 0.02% | 0.08% | 0.31% | Q1 2016 | Q3 2023 | 31 |
WealthPLAN Partners, LLC | 21 | 1 | 0.04% | 1.10% | 5.97% | Q1 2015 | Q4 2023 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 31 |
Frontier Wealth Management LLC | 30 | 30 | 0.02% | 0.31% | 1.02% | Q1 2015 | Q2 2022 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.04% | 0.23% | 0.80% | Q2 2013 | Q3 2020 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.15% | 0.56% | 1.62% | Q2 2016 | Q3 2023 | 30 |
AlphaMark Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.20% | 0.58% | 1.08% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.13% | 0.47% | Q4 2016 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.01% | 0.17% | 1.87% | Q4 2016 | Q3 2023 | 28 |
Ancora Advisors LLC | 28 | 28 | 0.02% | 0.05% | 0.14% | Q4 2016 | Q3 2023 | 28 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2022 | 28 |
Summit Financial Wealth Advisors, LLC | 17 | 1 | 0.05% | 1.09% | 7.54% | Q4 2014 | Q3 2022 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2019 | 27 |
Baker Avenue Asset Management, LP | 27 | 27 | 0.13% | 0.49% | 2.01% | Q2 2013 | Q4 2019 | 27 |
GOLDMAN SACHS GROUP INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q2 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.17% | 0.49% | Q1 2017 | Q3 2023 | 27 |
Carroll Financial Associates, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 27 |
NEXT Financial Group, Inc | 14 | 2 | 0.01% | 0.04% | 0.14% | Q2 2014 | Q4 2021 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.03% | 0.10% | 0.32% | Q2 2013 | Q3 2019 | 26 |
HBK Sorce Advisory LLC | 20 | 1 | 0.42% | 0.90% | 1.76% | Q4 2016 | Q3 2023 | 26 |
Plante Moran Financial Advisors, LLC | 26 | 26 | 0.03% | 0.08% | 0.16% | Q2 2017 | Q3 2023 | 26 |
Citadel Advisors | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 25 |
Legacy Private Trust Co. | 25 | 25 | 0.12% | 0.45% | 1.28% | Q4 2013 | Q4 2019 | 25 |
Good Life Advisors, LLC | 13 | 3 | 0.02% | 0.14% | 0.49% | Q4 2016 | Q3 2023 | 25 |
Voya Financial Advisors, Inc. | 24 | 24 | 0.02% | 0.23% | 0.71% | Q2 2015 | Q1 2021 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Snowden Capital Advisors LLC | 9 | 1 | 0.01% | 0.13% | 0.47% | Q1 2016 | Q3 2023 | 24 |
Pinnacle Family Advisors, LLC | 13 | 11 | 0.16% | 0.77% | 4.48% | Q4 2016 | Q4 2022 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.14% | 0.16% | 0.19% | Q2 2013 | Q1 2019 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.04% | 0.08% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Camelot Portfolios, LLC | 24 | 24 | 0.19% | 0.86% | 1.72% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Atria Investments, Inc | 12 | 4 | 0.01% | 0.05% | 0.12% | Q4 2015 | Q3 2023 | 24 |
Simplicity Solutions, LLC | 13 | 11 | 0.01% | 0.31% | 1.02% | Q4 2014 | Q4 2020 | 24 |
CREDIT SUISSE AG/ | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2022 | 23 |
AMERIPRISE FINANCIAL INC | 18 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 23 |
RPg Family Wealth Advisory, LLC | 8 | 1 | 0.04% | 0.17% | 0.32% | Q4 2016 | Q3 2023 | 23 |
RFG Advisory, LLC | 22 | 22 | 0.03% | 0.08% | 0.18% | Q2 2017 | Q3 2022 | 22 |
Winslow, Evans & Crocker, Inc. | 22 | 22 | 0.01% | 0.09% | 0.21% | Q4 2013 | Q1 2019 | 22 |
LVZ, Inc. | 22 | 22 | 0.14% | 0.21% | 0.32% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q2 2020 | 21 |
Icon Wealth Partners, LLC | 9 | 3 | 0.03% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 21 |
Allworth Financial LP | 20 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 21 |
Bridgeworth, LLC | 9 | 3 | 0.05% | 0.10% | 0.18% | Q4 2016 | Q2 2022 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.05% | 0.39% | 0.88% | Q4 2018 | Q3 2023 | 20 |
Eukles Asset Management | 20 | 20 | 0.24% | 0.62% | 1.60% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.15% | 0.39% | 0.97% | Q4 2018 | Q3 2023 | 20 |
First Horizon Advisors, Inc. | 12 | 2 | 0.00% | 0.16% | 1.14% | Q2 2014 | Q4 2019 | 20 |
Sargent Investment Group, LLC | 20 | 20 | 0.08% | 0.14% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Kovack Advisors, Inc. | 15 | 5 | 0.08% | 0.32% | 0.97% | Q4 2014 | Q2 2020 | 20 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 20 |
WEDBUSH SECURITIES INC | 18 | 2 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q4 2019 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q3 2022 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
WINTRUST INVESTMENTS LLC | 20 | 20 | 0.04% | 0.24% | 1.44% | Q2 2016 | Q1 2021 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.03% | 0.07% | 0.14% | Q4 2014 | Q3 2019 | 20 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.22% | 0.87% | 1.41% | Q1 2019 | Q3 2023 | 19 |
LINCOLN NATIONAL CORP | 18 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.05% | 0.38% | 0.49% | Q2 2013 | Q4 2017 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.05% | 0.06% | 0.11% | Q3 2018 | Q3 2023 | 19 |
Global Retirement Partners, LLC | 12 | 7 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
Cypress Wealth Services, LLC | 18 | 18 | 0.11% | 0.85% | 1.51% | Q4 2017 | Q1 2022 | 18 |
Bison Wealth, LLC | 18 | 18 | 0.35% | 0.55% | 0.70% | Q3 2015 | Q4 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2017 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
SII INVESTMENTS INC/WI | 10 | 8 | 0.04% | 0.12% | 0.19% | Q2 2013 | Q4 2017 | 18 |
Homrich & Berg | 16 | 1 | 0.02% | 0.04% | 0.09% | Q2 2017 | Q3 2021 | 17 |
Astor Investment Management LLC | 17 | 17 | 1.19% | 8.88% | 11.15% | Q1 2014 | Q1 2018 | 17 |
Wealthcare Advisory Partners LLC | 16 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q1 2021 | 17 |
Larson Financial Group LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Laurel Wealth Advisors, Inc. | 17 | 17 | 0.18% | 0.26% | 0.30% | Q4 2015 | Q4 2019 | 17 |
WFG Advisors, LP | 17 | 17 | 0.16% | 0.32% | 0.48% | Q2 2013 | Q2 2017 | 17 |
Financial Partners Group, Inc | 7 | 1 | 0.05% | 0.22% | 0.76% | Q4 2017 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.37% | 0.64% | 1.19% | Q4 2019 | Q3 2023 | 16 |
SSI INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.35% | 0.49% | 0.85% | Q2 2015 | Q1 2019 | 16 |
AVIANCE CAPITAL MANAGEMENT, LLC | 11 | 5 | 0.00% | 0.47% | 1.39% | Q1 2014 | Q1 2018 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Cornerstone Wealth Management, LLC | 16 | 16 | 0.06% | 0.16% | 0.41% | Q3 2016 | Q2 2020 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.04% | 0.15% | 0.95% | Q4 2019 | Q3 2023 | 16 |
Annex Advisory Services, LLC | 14 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.05% | 0.12% | 0.48% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
1776 Wealth LLC | 16 | 16 | 0.26% | 0.51% | 1.02% | Q4 2019 | Q3 2023 | 16 |
Visionary Asset Management, Inc. | 12 | 4 | 0.06% | 0.23% | 0.65% | Q1 2014 | Q1 2018 | 16 |
Element Wealth, LLC | 16 | 16 | 0.26% | 0.34% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Integrated Wealth Concepts LLC | 11 | 4 | 0.01% | 0.05% | 0.16% | Q1 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.11% | 0.24% | 0.38% | Q2 2016 | Q4 2019 | 15 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.28% | 1.18% | Q1 2016 | Q3 2023 | 15 |
WEALTH ADVISORS, INC. | 14 | 1 | 0.12% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
PFG Advisors | 15 | 15 | 0.03% | 0.15% | 0.38% | Q4 2017 | Q2 2021 | 15 |
Walkner Condon Financial Advisors LLC | 8 | 7 | 0.17% | 0.28% | 0.62% | Q4 2019 | Q3 2023 | 15 |
Triton Wealth Management, PLLC | 15 | 15 | 0.17% | 0.22% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Epstein & White Financial LLC | 14 | 14 | 0.07% | 0.13% | 0.22% | Q4 2017 | Q1 2021 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 1 | 0.00% | 0.06% | 0.29% | Q1 2017 | Q3 2023 | 14 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 14 | 14 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2020 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.24% | 0.80% | 1.85% | Q2 2020 | Q3 2023 | 14 |
Banco Santander, S.A. | 14 | 14 | 0.06% | 0.13% | 0.23% | Q4 2016 | Q1 2020 | 14 |
Accuvest Global Advisors | 12 | 2 | 0.12% | 9.12% | 20.00% | Q2 2013 | Q4 2016 | 14 |
Arkos Global Advisors | 14 | 14 | 0.11% | 0.19% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
FDx Advisors, Inc. | 12 | 2 | 0.05% | 0.12% | 0.21% | Q4 2015 | Q2 2019 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2022 | 14 |
MSI Financial Services Inc | 14 | 14 | 0.00% | 0.17% | 0.61% | Q3 2013 | Q4 2016 | 14 |
Holloway Wealth Management, LLC | 13 | 13 | 0.00% | 0.05% | 0.07% | Q1 2019 | Q1 2022 | 13 |
Ballew Advisors, Inc | 13 | 13 | 0.31% | 5.54% | 9.79% | Q4 2017 | Q4 2020 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.06% | 0.13% | Q3 2020 | Q3 2023 | 13 |
COMERICA SECURITIES INC | 7 | 1 | 0.04% | 0.15% | 0.41% | Q3 2013 | Q4 2018 | 13 |
FIFTH THIRD BANCORP | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2019 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
BlackRock Inc. | 7 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2019 | 13 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 12 |
Johnson Financial Group, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 12 |
Sand Hill Global Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Kowal Investment Group, LLC | 12 | 12 | 0.22% | 0.28% | 0.38% | Q4 2020 | Q3 2023 | 12 |
ForthRight Wealth Management, LLC | 12 | 12 | 0.25% | 0.39% | 0.99% | Q4 2020 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.14% | 0.21% | 0.32% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.04% | 0.08% | 0.16% | Q2 2020 | Q1 2023 | 12 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 12 |
Risk Paradigm Group, LLC | 9 | 1 | 0.51% | 0.96% | 1.90% | Q1 2015 | Q4 2018 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Golden State Wealth Management, LLC | 7 | 1 | 0.15% | 0.20% | 0.24% | Q1 2019 | Q1 2022 | 11 |
Shamrock Asset Management LLC | 7 | 1 | 0.03% | 5.43% | 20.43% | Q1 2014 | Q3 2018 | 11 |
Arrow Investment Advisors, LLC | 9 | 2 | 2.84% | 4.12% | 5.87% | Q2 2013 | Q3 2017 | 11 |
GHP Investment Advisors, Inc. | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Arkadios Wealth Advisors | 7 | 2 | 0.02% | 0.11% | 0.38% | Q4 2019 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 11 |
SignalPoint Asset Management, LLC | 7 | 4 | 0.16% | 0.31% | 0.43% | Q1 2015 | Q4 2021 | 11 |
Aft, Forsyth & Sober, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
SUNTRUST BANKS INC | 11 | 11 | 0.07% | 0.08% | 0.10% | Q1 2017 | Q3 2019 | 11 |
Dorsey Wright & Associates | 9 | 2 | 1.13% | 3.53% | 5.50% | Q2 2013 | Q3 2017 | 11 |
WEALTHSOURCE PARTNERS, LLC | 11 | 11 | 0.65% | 0.76% | 0.87% | Q1 2021 | Q3 2023 | 11 |
J.W. COLE ADVISORS, INC. | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
USAdvisors Wealth Management, LLC | 11 | 11 | 2.36% | 3.02% | 3.84% | Q1 2021 | Q3 2023 | 11 |
Keel Point, LLC | 10 | 10 | 0.03% | 0.27% | 0.63% | Q4 2015 | Q1 2018 | 10 |
First Heartland Consultants, Inc. | 8 | 2 | 0.20% | 0.29% | 0.49% | Q2 2013 | Q4 2015 | 10 |
M Holdings Securities, Inc. | 8 | 1 | 0.03% | 0.08% | 0.11% | Q2 2017 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.09% | 0.16% | Q1 2021 | Q3 2023 | 10 |
USCA RIA LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2020 | 10 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 10 |
Barber Financial Group, Inc. | 9 | 1 | 0.05% | 0.10% | 0.18% | Q2 2019 | Q1 2023 | 10 |
Harfst & Associates, Inc. | 5 | 2 | 0.05% | 0.06% | 0.08% | Q2 2015 | Q1 2022 | 10 |
Eudaimonia Partners, LLC | 8 | 2 | 0.06% | 0.09% | 0.14% | Q4 2019 | Q2 2022 | 10 |
Concorde Asset Management, LLC | 10 | 10 | 0.35% | 0.66% | 1.00% | Q4 2014 | Q1 2017 | 10 |
NORTHERN TRUST CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
MCF Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 10 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q4 2022 | 9 |
HUNTINGTON NATIONAL BANK | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.24% | 0.26% | 0.29% | Q3 2021 | Q3 2023 | 9 |
CENTAURUS FINANCIAL, INC. | 8 | 1 | 0.03% | 0.63% | 0.97% | Q2 2018 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2018 | 9 |
NATIONAL PLANNING CORP | 6 | 3 | 0.02% | 0.02% | 0.04% | Q3 2014 | Q3 2017 | 9 |
Kingsview Wealth Management, LLC | 9 | 9 | 0.15% | 0.20% | 0.26% | Q1 2017 | Q1 2019 | 9 |
Integrated Wealth Management | 9 | 9 | 0.00% | 0.17% | 0.60% | Q1 2015 | Q1 2017 | 9 |
MGO ONE SEVEN LLC | 3 | 1 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2022 | 9 |
IFG Advisory, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2022 | 9 |
Summit Financial, LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Madden Advisory Services, Inc. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2017 | 9 |
SEI INVESTMENTS CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 9 |
BOKF, NA | 7 | 1 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q3 2017 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Stonebridge Financial Planning Group, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q4 2021 | 8 |
Merit Financial Group, LLC | 6 | 2 | 0.01% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q1 2015 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 0.15% | 0.20% | 0.35% | Q4 2021 | Q3 2023 | 8 |
HAYS ADVISORY LLC | 6 | 2 | 2.03% | 3.23% | 7.68% | Q1 2016 | Q3 2018 | 8 |
Avior Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2022 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 8 |
MISSION WEALTH MANAGEMENT, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q3 2015 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.04% | 0.08% | Q3 2016 | Q3 2023 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2014 | Q3 2016 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.42% | 0.59% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.88% | 1.14% | 1.61% | Q4 2021 | Q3 2023 | 8 |
INVESTMENT CENTERS OF AMERICA INC | 7 | 1 | 0.02% | 0.11% | 0.22% | Q2 2014 | Q3 2016 | 8 |
HFG Advisors, Inc. | 8 | 8 | 0.54% | 0.80% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Lenox Wealth Management, Inc. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q2 2020 | 8 |
Argentus Capital Management, LLC | 8 | 8 | 0.08% | 0.16% | 0.31% | Q4 2014 | Q3 2016 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 1.24% | 1.36% | 1.48% | Q4 2015 | Q3 2017 | 8 |
Aurora Private Wealth, Inc. | 7 | 7 | 0.21% | 0.25% | 0.28% | Q4 2019 | Q2 2021 | 7 |
Sowell Financial Services LLC | 5 | 2 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 2.94% | 3.51% | 4.34% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q4 2014 | 7 |
Quantum Private Wealth, LLC | 7 | 7 | 0.55% | 0.66% | 0.79% | Q4 2021 | Q2 2023 | 7 |
Apeiron RIA LLC | 5 | 2 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 7 |
Global Trust Asset Management, LLC | 7 | 7 | 0.00% | 0.08% | 0.20% | Q2 2021 | Q4 2022 | 7 |
US FINANCIAL ADVISORS, LLC | 5 | 2 | 0.12% | 0.22% | 0.38% | Q4 2014 | Q1 2021 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Partnervest Advisory Services LLC | 7 | 7 | 0.01% | 0.13% | 0.19% | Q1 2014 | Q3 2015 | 7 |
StoneX Group Inc. | 6 | 6 | 0.16% | 0.51% | 0.78% | Q2 2017 | Q3 2018 | 6 |
Formidable Asset Management, LLC | 5 | 1 | 0.01% | 0.04% | 0.05% | Q1 2015 | Q1 2019 | 6 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Sandy Spring Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
VSR Financial Services, Inc. | 4 | 1 | 0.11% | 0.18% | 0.26% | Q3 2013 | Q4 2015 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.17% | 0.19% | 0.22% | Q1 2014 | Q2 2015 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2014 | 6 |
MID CONTINENT CAPITAL LLC/IL | 6 | 6 | 0.01% | 0.08% | 0.11% | Q2 2014 | Q3 2015 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Insight Advisors, LLC/ PA | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Belpointe Asset Management LLC | 6 | 6 | 0.02% | 0.07% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Financial Architects, Inc | 6 | 6 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q1 2018 | 6 |
Drake & Associates, LLC | 6 | 6 | 7.00% | 7.14% | 7.40% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Hanson & Doremus Investment Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Pensionmark Financial Group, LLC | 5 | 5 | 0.10% | 0.12% | 0.15% | Q4 2018 | Q4 2019 | 5 |
PSI Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.12% | 0.13% | 0.13% | Q3 2021 | Q3 2022 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
BREITER CAPITAL MANAGEMENT INC | 4 | 1 | 0.49% | 0.68% | 0.92% | Q4 2018 | Q1 2020 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.63% | 0.65% | 0.68% | Q3 2015 | Q3 2016 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.21% | 0.90% | 2.17% | Q1 2017 | Q1 2018 | 5 |
FAS Wealth Partners, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Beacon Financial Advisory LLC | 5 | 5 | 0.11% | 0.11% | 0.12% | Q1 2021 | Q1 2022 | 5 |
ASSETMARK, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q1 2019 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.03% | 1.91% | 6.81% | Q4 2020 | Q3 2023 | 5 |
Polaris Wealth Advisory Group, LLC | 3 | 2 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q3 2018 | 5 |
LBMC INVESTMENT ADVISORS, LLC | 5 | 5 | 0.33% | 0.35% | 0.37% | Q4 2014 | Q4 2015 | 5 |
AdvisorNet Financial, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 5 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.12% | 0.42% | Q3 2014 | Q3 2023 | 5 |
Horizon Investments, LLC | 5 | 5 | 0.04% | 1.65% | 2.21% | Q3 2015 | Q3 2016 | 5 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2019 | 5 |
Fusion Investment Group, LLC | 4 | 4 | 0.20% | 0.26% | 0.29% | Q3 2014 | Q2 2015 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 4 | 3.18% | 3.35% | 3.50% | Q3 2015 | Q2 2016 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.11% | 1.03% | 1.49% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.07% | 0.23% | 0.41% | Q4 2022 | Q3 2023 | 4 |
SIMON QUICK ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Strategic Blueprint, LLC | 3 | 1 | 0.00% | 0.22% | 0.39% | Q2 2021 | Q3 2023 | 4 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Brinker Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 4 |
ALLIANCEBERNSTEIN L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.17% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q1 2016 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 0.33% | 0.37% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2017 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 4 |
Secure Asset Management, LLC | 4 | 4 | 1.02% | 1.08% | 1.16% | Q4 2022 | Q3 2023 | 4 |
M&T BANK CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2015 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 4 |
KHP Capital, LLC | 4 | 4 | 0.14% | 0.19% | 0.24% | Q4 2017 | Q3 2018 | 4 |
Aptus Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Cypress Capital, LLC | 4 | 4 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q2 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.01% | 0.11% | 0.16% | Q1 2014 | Q4 2014 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.07% | 0.22% | Q2 2016 | Q1 2020 | 4 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2019 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
BELLEVUE ASSET MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
PRIVATE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.14% | 0.15% | 0.15% | Q1 2019 | Q4 2019 | 4 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Johnson Midwest Financial, LLC | 3 | 3 | 0.02% | 0.08% | 0.14% | Q3 2021 | Q1 2022 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.19% | 0.21% | 0.25% | Q1 2023 | Q3 2023 | 3 |
WIN ADVISORS, INC | 2 | 1 | 0.00% | 2.57% | 7.17% | Q1 2022 | Q2 2023 | 3 |
DEUTSCHE BANK AG\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 3 |
Apollon Wealth Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.82% | 0.83% | 0.85% | Q3 2018 | Q1 2019 | 3 |
TCI Wealth Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
Cutler Group LLC / CA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
GeoWealth Management, LLC | 1 | 1 | 0.03% | 0.06% | 0.13% | Q3 2021 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Atlantic Union Bankshares Corp | 3 | 3 | 0.43% | 0.71% | 0.91% | Q1 2014 | Q3 2014 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Peterson Wealth Advisors, LLC | 2 | 1 | 0.17% | 0.27% | 0.47% | Q4 2017 | Q1 2020 | 3 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 3 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
SMITH, MOORE & CO. | 2 | 1 | 0.08% | 0.10% | 0.12% | Q1 2015 | Q2 2017 | 3 |
SP Asset Management LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ATLAS CAPITAL ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q3 2014 | 2 |
True Capital Management | 2 | 2 | 0.24% | 0.26% | 0.29% | Q4 2022 | Q1 2023 | 2 |
RONALD BLUE & CO LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Financial Services Advisory Inc | 2 | 2 | 0.29% | 0.40% | 0.51% | Q4 2021 | Q1 2022 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.88% | 0.93% | 0.99% | Q4 2022 | Q1 2023 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q1 2020 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q2 2020 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q4 2019 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 1.26% | 1.27% | 1.28% | Q4 2017 | Q1 2018 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Triumph Capital Management | 2 | 2 | 2.26% | 2.39% | 2.52% | Q2 2023 | Q3 2023 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.17% | 0.50% | 0.84% | Q4 2016 | Q1 2017 | 2 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 2 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
First Personal Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Capital One Investing, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ironwood Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
ABLE Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FolioMetrix LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
F3Logic, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2013 | Q3 2013 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 2.37% | 2.37% | 2.37% | Q4 2019 | Q4 2019 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
Foresight Wealth Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2018 | Q4 2018 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
MAI Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
RiverTree Advisors, LLC | 1 | 1 | 3.35% | 3.35% | 3.35% | Q4 2022 | Q4 2022 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Personal Wealth Partners | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Joule Financial, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Probabilities Fund Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own FIRST TR LRGE CP CORE ALPHA or have owned FIRST TR LRGE CP CORE ALPHA in the past.