Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
SignalPoint Asset Management, LLC | 42 | 42 | 0.18% | 0.87% | 2.86% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.01% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.46% | 1.21% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 41 | 41 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 27 | 14 | 0.01% | 0.11% | 0.49% | Q2 2013 | Q3 2023 | 41 |
OPPENHEIMER & CO INC | 27 | 14 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Prospera Financial Services Inc | 37 | 3 | 0.00% | 0.23% | 1.41% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.02% | 0.09% | 0.38% | Q3 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q3 2023 | 39 |
PNC FINANCIAL SERVICES GROUP, INC. | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
JPMORGAN CHASE & CO | 27 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
HighTower Advisors, LLC | 27 | 3 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 38 |
GOLDMAN SACHS GROUP INC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q3 2023 | 37 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 36 |
D.A. DAVIDSON & CO. | 27 | 2 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 35 |
NewSquare Capital LLC | 13 | 3 | 0.00% | 1.48% | 4.32% | Q4 2013 | Q3 2023 | 35 |
NewEdge Advisors, LLC | 14 | 9 | 0.00% | 0.53% | 3.21% | Q4 2014 | Q3 2023 | 34 |
ACG Wealth | 33 | 1 | 0.02% | 0.33% | 3.05% | Q2 2013 | Q2 2022 | 34 |
Regal Investment Advisors LLC | 24 | 1 | 0.02% | 0.24% | 0.70% | Q2 2013 | Q2 2022 | 33 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.08% | 0.39% | Q1 2015 | Q3 2023 | 33 |
Baird Financial Group, Inc. | 15 | 7 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 32 |
CREDIT SUISSE AG/ | 32 | 32 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2020 | 32 |
Transamerica Financial Advisors, Inc. | 17 | 1 | 0.00% | 0.60% | 1.82% | Q4 2014 | Q3 2023 | 32 |
Private Advisor Group, LLC | 19 | 1 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q3 2023 | 31 |
US BANCORP \DE\ | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 30 |
Stratos Wealth Partners, LTD. | 27 | 1 | 0.01% | 0.05% | 0.27% | Q4 2015 | Q3 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.03% | 0.13% | Q4 2013 | Q4 2020 | 29 |
First Allied Advisory Services, Inc. | 28 | 1 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2020 | 29 |
ATWOOD & PALMER INC | 15 | 14 | 0.00% | 0.18% | 0.29% | Q2 2013 | Q3 2023 | 29 |
Sandy Spring Bank | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 29 |
Geneos Wealth Management Inc. | 15 | 13 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.03% | 0.10% | 0.21% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.02% | 0.14% | 0.49% | Q4 2016 | Q3 2023 | 28 |
Cetera Advisors LLC | 14 | 1 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 28 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
NAVELLIER & ASSOCIATES INC | 11 | 1 | 0.01% | 0.95% | 4.34% | Q3 2012 | Q2 2023 | 26 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 26 |
Tortoise Investment Management, LLC | 26 | 26 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q1 2019 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2019 | 26 |
CWM, LLC | 10 | 8 | 0.00% | 0.10% | 0.51% | Q3 2015 | Q3 2023 | 26 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.10% | 0.26% | Q4 2013 | Q3 2023 | 26 |
Snowden Capital Advisors LLC | 17 | 1 | 0.01% | 0.15% | 0.46% | Q1 2016 | Q3 2023 | 26 |
Koshinski Asset Management, Inc. | 17 | 3 | 0.01% | 0.12% | 0.25% | Q2 2015 | Q1 2022 | 25 |
SUNTRUST BANKS INC | 18 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2019 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 24 |
MinichMacGregor Wealth Management, LLC | 12 | 4 | 0.00% | 0.80% | 1.63% | Q4 2015 | Q3 2023 | 24 |
Dynamic Advisor Solutions LLC | 24 | 24 | 0.04% | 0.25% | 0.51% | Q4 2013 | Q3 2019 | 24 |
RPg Family Wealth Advisory, LLC | 9 | 4 | 0.01% | 0.17% | 0.32% | Q4 2016 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 23 | 1 | 0.00% | 0.02% | 0.10% | Q2 2017 | Q3 2023 | 24 |
Astor Investment Management LLC | 19 | 4 | 0.29% | 1.88% | 4.70% | Q1 2014 | Q1 2022 | 23 |
OLD NATIONAL BANCORP /IN/ | 23 | 23 | 0.01% | 0.07% | 0.21% | Q2 2014 | Q4 2019 | 23 |
SPC Financial, Inc. | 14 | 8 | 0.10% | 0.25% | 0.51% | Q2 2013 | Q1 2022 | 22 |
Steward Partners Investment Advisory, LLC | 18 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 22 |
FIRST TRUST ADVISORS LP | 11 | 3 | 0.08% | 1.02% | 2.21% | Q1 2014 | Q3 2023 | 22 |
HL FINANCIAL SERVICES LLC | 22 | 22 | 0.01% | 0.08% | 0.15% | Q2 2013 | Q3 2018 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2022 | 20 |
FMR LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 20 |
Mascoma Wealth Management LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Financial Enhancement Group LLC | 19 | 19 | 0.00% | 0.63% | 3.22% | Q1 2018 | Q3 2022 | 19 |
Cetera Investment Advisers | 14 | 1 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 19 |
SeaCrest Wealth Management, LLC | 19 | 19 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q2 2022 | 19 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 18 | 18 | 0.01% | 0.04% | 0.13% | Q3 2015 | Q4 2019 | 18 |
Capital Investment Advisory Services, LLC | 18 | 18 | 0.00% | 0.06% | 0.16% | Q1 2017 | Q2 2021 | 18 |
FIFTH THIRD BANCORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Horizon Investments, LLC | 14 | 1 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q1 2021 | 17 |
Sigma Planning Corp | 6 | 3 | 0.01% | 0.12% | 0.48% | Q4 2014 | Q3 2022 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q2 2017 | 17 |
B. Riley Wealth Advisors, Inc. | 6 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2022 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
BROWN ADVISORY INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2018 | 16 |
FOUNDERS FINANCIAL SECURITIES LLC | 12 | 4 | 0.07% | 0.29% | 0.52% | Q4 2013 | Q1 2021 | 16 |
Financial Advocates Investment Management | 7 | 1 | 0.02% | 0.12% | 0.40% | Q4 2017 | Q1 2023 | 16 |
Aptus Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 14 | 2 | 0.01% | 0.02% | 0.07% | Q3 2015 | Q3 2019 | 16 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.05% | 0.10% | Q2 2016 | Q4 2019 | 15 |
BNP PARIBAS FINANCIAL MARKETS | 12 | 3 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 15 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.03% | 0.13% | Q2 2014 | Q4 2021 | 15 |
Hudock, Inc. | 15 | 15 | 0.01% | 0.32% | 1.25% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Kovack Advisors, Inc. | 7 | 3 | 0.03% | 0.16% | 0.36% | Q1 2015 | Q3 2023 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 15 |
IFC Holdings Incorporated/FL | 14 | 1 | 0.08% | 0.19% | 0.30% | Q2 2013 | Q4 2017 | 15 |
Atria Investments, Inc | 12 | 2 | 0.02% | 0.06% | 0.15% | Q1 2015 | Q3 2018 | 14 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
DEUTSCHE BANK AG\ | 8 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 14 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q2 2023 | 14 |
Risk Paradigm Group, LLC | 10 | 2 | 0.36% | 0.91% | 2.12% | Q1 2015 | Q4 2018 | 14 |
WEDBUSH SECURITIES INC | 8 | 6 | 0.02% | 0.05% | 0.07% | Q4 2014 | Q1 2022 | 14 |
COUNTRY TRUST BANK | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2023 | 14 |
Beaumont Financial Partners, LLC | 7 | 3 | 0.28% | 1.11% | 1.99% | Q2 2013 | Q3 2017 | 14 |
SYNOVUS FINANCIAL CORP | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.56% | 1.50% | Q2 2013 | Q4 2016 | 14 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
O'Dell Group, LLC | 13 | 13 | 0.18% | 2.77% | 4.96% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Fulcrum Equity Management | 6 | 2 | 0.01% | 2.42% | 9.00% | Q2 2019 | Q2 2023 | 13 |
Baystate Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
Gradient Investments LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 12 |
VSR Financial Services, Inc. | 11 | 1 | 0.10% | 0.17% | 0.28% | Q2 2013 | Q2 2016 | 12 |
Formidable Asset Management, LLC | 11 | 1 | 0.03% | 0.04% | 0.13% | Q3 2013 | Q1 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
AE Wealth Management LLC | 6 | 1 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 12 |
Capital Wealth Alliance, LLC | 12 | 12 | 0.29% | 0.61% | 1.00% | Q4 2020 | Q3 2023 | 12 |
Wagner Wealth Management, LLC | 8 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 12 |
TSFG, LLC | 12 | 12 | 0.00% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 12 |
AVIANCE CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.01% | 0.14% | 0.44% | Q4 2014 | Q1 2018 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 4.18% | 5.17% | 9.96% | Q2 2013 | Q1 2016 | 12 |
BENJAMIN EDWARDS INC | 9 | 3 | 0.02% | 0.07% | 0.15% | Q1 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.31% | 0.36% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Simplicity Solutions, LLC | 8 | 1 | 0.00% | 0.33% | 1.58% | Q4 2014 | Q2 2021 | 11 |
WINTRUST INVESTMENTS LLC | 6 | 2 | 0.06% | 0.17% | 0.26% | Q2 2016 | Q3 2020 | 11 |
MGO ONE SEVEN LLC | 8 | 1 | 0.02% | 0.09% | 0.14% | Q4 2017 | Q1 2022 | 11 |
NATIONAL PLANNING CORP | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2016 | 11 |
CENTAURUS FINANCIAL, INC. | 8 | 3 | 0.01% | 0.28% | 0.61% | Q1 2018 | Q3 2022 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 11 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Aft, Forsyth & Sober, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
StoneX Group Inc. | 7 | 1 | 0.12% | 0.14% | 0.16% | Q4 2019 | Q3 2023 | 11 |
KENNICOTT CAPITAL MANAGEMENT LLC | 11 | 11 | 0.14% | 0.46% | 0.98% | Q1 2021 | Q3 2023 | 11 |
Royal Fund Management, LLC | 8 | 3 | 0.00% | 0.11% | 0.31% | Q4 2016 | Q4 2019 | 11 |
BANK OF MONTREAL /CAN/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 11 |
Allworth Financial LP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
BlackRock Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Cornerstone Wealth Management, LLC | 8 | 1 | 0.03% | 0.07% | 0.13% | Q2 2018 | Q2 2021 | 11 |
Hilltop Holdings Inc. | 8 | 1 | 0.26% | 0.29% | 0.30% | Q1 2015 | Q4 2017 | 10 |
Freedom Investment Management, Inc. | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2014 | Q3 2016 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 5 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q2 2022 | 10 |
FDx Advisors, Inc. | 4 | 3 | 0.01% | 0.11% | 0.35% | Q2 2013 | Q3 2017 | 10 |
Gateway Advisory, LLC | 8 | 2 | 0.09% | 1.42% | 2.11% | Q1 2015 | Q1 2022 | 10 |
Virtu Financial LLC | 6 | 1 | 0.01% | 0.17% | 0.41% | Q3 2014 | Q4 2017 | 10 |
SII INVESTMENTS INC/WI | 10 | 10 | 0.05% | 0.09% | 0.18% | Q2 2014 | Q3 2016 | 10 |
Newbridge Financial Services Group, Inc. | 7 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 10 |
BAROMETER CAPITAL MANAGEMENT INC. | 6 | 1 | 0.10% | 0.17% | 0.44% | Q4 2013 | Q2 2021 | 10 |
Virtue Capital Management, LLC | 5 | 1 | 0.11% | 0.81% | 1.70% | Q4 2017 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Avior Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.00% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Claro Advisors LLC | 6 | 3 | 0.08% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q4 2021 | 9 |
Virtu KCG Holdings LLC | 8 | 1 | 0.01% | 0.02% | 0.06% | Q3 2014 | Q2 2017 | 9 |
Realta Investment Advisors | 7 | 2 | 0.11% | 0.13% | 0.16% | Q3 2020 | Q3 2023 | 9 |
DB Wealth Management Group, LLC | 6 | 3 | 0.00% | 0.95% | 1.75% | Q4 2020 | Q3 2023 | 9 |
Clearview Wealth Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 3 | 0.02% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 9 |
M&T BANK CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2016 | 9 |
Financial Architects, Inc | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2017 | 9 |
Moors & Cabot, Inc. | 8 | 1 | 0.02% | 0.07% | 0.09% | Q1 2014 | Q1 2021 | 9 |
&PARTNERS | 9 | 9 | 0.12% | 0.38% | 0.63% | Q2 2020 | Q2 2022 | 9 |
Carroll Financial Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
B. Riley Wealth Management, Inc. | 9 | 9 | 0.02% | 1.06% | 2.48% | Q1 2014 | Q1 2016 | 9 |
Accel Wealth Management | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
IMA Wealth, Inc. | 9 | 9 | 0.98% | 1.24% | 1.45% | Q1 2014 | Q1 2016 | 9 |
TriaGen Wealth Management LLC | 6 | 3 | 0.47% | 0.89% | 1.03% | Q4 2020 | Q3 2023 | 9 |
IFG Advisory, LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q4 2022 | 9 |
CAPTRUST FINANCIAL ADVISORS | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2022 | 8 |
Secure Asset Management, LLC | 8 | 8 | 0.28% | 1.14% | 1.54% | Q2 2020 | Q1 2022 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 8 |
PFG Advisors | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.78% | 0.84% | 0.87% | Q4 2021 | Q3 2023 | 8 |
LifePlan Financial Group, Inc | 7 | 1 | 0.00% | 2.00% | 3.59% | Q2 2015 | Q4 2019 | 8 |
FAS Wealth Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q1 2015 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 1.13% | 1.24% | 1.37% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Concorde Asset Management, LLC | 8 | 8 | 0.25% | 0.43% | 0.78% | Q4 2014 | Q3 2016 | 8 |
STERNE AGEE GROUP, INC. | 8 | 8 | 0.38% | 0.56% | 0.93% | Q2 2013 | Q1 2015 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.03% | 0.35% | 0.58% | Q4 2021 | Q3 2023 | 8 |
WESPAC Advisors, LLC | 7 | 1 | 0.50% | 2.40% | 4.05% | Q3 2013 | Q4 2015 | 8 |
Argentus Capital Management, LLC | 8 | 8 | 0.07% | 0.14% | 0.28% | Q4 2014 | Q3 2016 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Concert Wealth Management Inc. | 6 | 2 | 0.04% | 0.07% | 0.08% | Q2 2013 | Q3 2016 | 8 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.12% | 0.30% | Q2 2013 | Q4 2014 | 7 |
Community Bank, N.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 7 |
SMITH HAYES Advisers, Inc | 7 | 7 | 0.11% | 0.20% | 0.29% | Q3 2013 | Q1 2015 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 7 | 7 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q1 2023 | 7 |
Independent Advisor Alliance | 3 | 1 | 0.01% | 0.07% | 0.10% | Q4 2019 | Q4 2021 | 7 |
Global Financial Private Capital, Inc | 7 | 7 | 0.04% | 0.07% | 0.19% | Q1 2017 | Q3 2018 | 7 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 7 |
CEDAR CAPITAL, LLC | 5 | 1 | 0.10% | 0.13% | 0.23% | Q2 2016 | Q3 2018 | 7 |
SEI INVESTMENTS CO | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.12% | 0.77% | Q4 2020 | Q4 2022 | 7 |
AlphaMark Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2018 | 7 |
Investors Capital Advisory Services | 7 | 7 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q4 2015 | 7 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2017 | 7 |
Johnson Financial Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
WEALTHSOURCE PARTNERS, LLC | 4 | 1 | 0.05% | 0.64% | 1.18% | Q3 2017 | Q3 2021 | 7 |
Paragon Private Wealth Management, LLC | 5 | 2 | 0.19% | 1.42% | 2.56% | Q4 2021 | Q3 2023 | 7 |
Voya Financial Advisors, Inc. | 6 | 1 | 0.01% | 0.06% | 0.09% | Q2 2015 | Q1 2021 | 7 |
Aspire Private Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Capital Asset Advisory Services LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.06% | 0.34% | 0.57% | Q2 2013 | Q4 2014 | 7 |
TUCKER ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2022 | 7 |
Ballew Advisors, Inc | 6 | 1 | 0.15% | 0.16% | 0.17% | Q4 2020 | Q2 2023 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 3 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q2 2015 | 7 |
WCG Wealth Advisors LLC | 3 | 2 | 0.00% | 0.48% | 1.12% | Q2 2022 | Q3 2023 | 6 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.06% | 0.22% | 0.31% | Q3 2018 | Q4 2019 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
Piscataqua Savings Bank | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WESBANCO BANK INC | 5 | 1 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q1 2022 | 6 |
Claraphi Advisory Network, LLC | 6 | 6 | 0.17% | 0.19% | 0.23% | Q2 2020 | Q3 2021 | 6 |
WOLVERINE TRADING, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2021 | 6 |
ACIMA PRIVATE WEALTH, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Gladstone Institutional Advisory LLC | 4 | 2 | 0.02% | 0.18% | 0.33% | Q1 2021 | Q3 2023 | 6 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.49% | 0.97% | Q3 2013 | Q4 2019 | 6 |
Shamrock Asset Management LLC | 3 | 1 | 0.00% | 5.38% | 11.90% | Q4 2013 | Q1 2018 | 6 |
F-Squared Investment Management, LLC | 4 | 2 | 3.76% | 7.81% | 11.87% | Q3 2013 | Q2 2015 | 6 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
LBA Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
First Heartland Consultants, Inc. | 2 | 2 | 0.12% | 0.25% | 0.44% | Q2 2013 | Q1 2021 | 6 |
Lloyd Advisory Services, LLC. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 6 |
Keel Point, LLC | 5 | 5 | 0.11% | 2.53% | 3.34% | Q1 2015 | Q1 2016 | 5 |
BKS ADVISORS, LLC | 5 | 5 | 2.15% | 2.25% | 2.45% | Q2 2015 | Q2 2016 | 5 |
CX Institutional | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q4 2022 | 5 |
SEAVIEW INVESTMENT MANAGERS LLC | 5 | 5 | 0.23% | 0.25% | 0.27% | Q2 2021 | Q2 2022 | 5 |
MUFG Americas Holdings Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2022 | 5 |
Private Advisory Group LLC | 3 | 2 | 0.08% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 5 |
BREITER CAPITAL MANAGEMENT INC | 4 | 1 | 1.27% | 1.50% | 1.83% | Q4 2017 | Q1 2019 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q4 2016 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
MAI Capital Management | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.09% | 0.18% | Q4 2021 | Q4 2022 | 5 |
HFG Advisors, Inc. | 3 | 2 | 0.56% | 0.87% | 1.35% | Q4 2021 | Q3 2023 | 5 |
Kesler, Norman & Wride, LLC | 3 | 2 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 5 |
Columbia Asset Management | 5 | 5 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2017 | 5 |
Veritable, L.P. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
EPG Wealth Management LLC | 3 | 2 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q1 2022 | 5 |
Marks Wealth, LLC | 5 | 5 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q4 2021 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q4 2019 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Holloway Wealth Management, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q1 2022 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Donald L. Hagan, LLC | 2 | 2 | 0.21% | 0.25% | 0.30% | Q2 2018 | Q2 2019 | 4 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 4 |
GeoWealth Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
First Command Financial Services, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Leelyn Smith, LLC | 3 | 1 | 0.13% | 0.13% | 0.14% | Q3 2021 | Q3 2023 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.47% | 1.27% | Q4 2020 | Q3 2023 | 4 |
Cypress Capital, LLC | 4 | 4 | 0.18% | 0.20% | 0.21% | Q3 2021 | Q2 2022 | 4 |
Pinnacle Family Advisors, LLC | 4 | 4 | 0.15% | 0.30% | 0.37% | Q2 2021 | Q1 2022 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Argent Trust Co | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TOWER TRUST Co | 4 | 4 | 1.51% | 1.58% | 1.69% | Q2 2013 | Q1 2014 | 4 |
FormulaFolio Investments, LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2017 | Q4 2018 | 4 |
Aveo Capital Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Premia Global Advisors, LLC | 4 | 4 | 0.74% | 1.13% | 1.48% | Q2 2018 | Q1 2019 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 4 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.10% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Cutler Group LLC / CA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q3 2016 | 4 |
Kingsview Wealth Management, LLC | 4 | 4 | 0.04% | 0.08% | 0.13% | Q1 2019 | Q4 2019 | 4 |
Hochman Cole Investment Advisors, Inc. | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q3 2021 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2015 | Q3 2016 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Advisors Preferred, LLC | 2 | 1 | 0.02% | 0.29% | 0.76% | Q4 2013 | Q2 2023 | 4 |
FinTrust Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
AMJ Financial Wealth Management | 2 | 1 | 0.11% | 0.24% | 0.56% | Q1 2021 | Q3 2023 | 4 |
HAYS ADVISORY LLC | 3 | 1 | 2.31% | 3.33% | 3.92% | Q3 2013 | Q4 2015 | 4 |
COMMUNITY BANK SYSTEM, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q4 2019 | 4 |
First Command Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2020 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 3 |
1776 Wealth LLC | 3 | 3 | 0.06% | 0.11% | 0.15% | Q4 2019 | Q2 2020 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
City State Bank | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Global Trust Asset Management, LLC | 2 | 1 | 0.12% | 0.17% | 0.28% | Q4 2017 | Q2 2019 | 3 |
Independent Portfolio Consultants, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
WealthBridge Capital Management, LLC | 2 | 1 | 0.05% | 0.06% | 0.09% | Q4 2018 | Q2 2023 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2020 | 3 |
Advocacy Wealth Management Services, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 3 |
BALDWIN BROTHERS LLC/MA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.10% | 0.13% | 0.15% | Q3 2021 | Q1 2022 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
BOKF, NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Nelson Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2022 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Advisory Alpha, LLC | 3 | 3 | 0.85% | 0.90% | 0.94% | Q2 2019 | Q4 2019 | 3 |
OneDigital Investment Advisors LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 3 |
Walkner Condon Financial Advisors LLC | 2 | 1 | 0.12% | 0.17% | 0.25% | Q4 2019 | Q3 2021 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 3 |
LexAurum Advisors, LLC | 2 | 1 | 0.95% | 1.01% | 1.10% | Q4 2017 | Q3 2018 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Visionary Asset Management, Inc. | 3 | 3 | 0.23% | 0.36% | 0.47% | Q2 2015 | Q4 2015 | 3 |
Merit Financial Group, LLC | 2 | 1 | 0.05% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 3 |
TRUE Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.35% | 0.65% | 1.12% | Q1 2023 | Q3 2023 | 3 |
WealthOne, LLC | 2 | 2 | 0.96% | 1.17% | 1.38% | Q4 2018 | Q1 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FIFTH THIRD SECURITIES, INC. | 2 | 2 | 2.24% | 2.35% | 2.47% | Q4 2018 | Q1 2019 | 2 |
WMG Financial Advisors, LLC | 2 | 2 | 0.39% | 0.39% | 0.40% | Q4 2021 | Q1 2022 | 2 |
Exchange Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
First City Capital Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.01% | 0.65% | 1.30% | Q3 2018 | Q4 2018 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.14% | 0.19% | 0.23% | Q1 2022 | Q2 2022 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.23% | 0.45% | Q2 2016 | Q4 2016 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.03% | 0.08% | 0.13% | Q4 2016 | Q1 2018 | 2 |
NORTHWEST WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
TRUST CO OF OKLAHOMA | 2 | 2 | 0.08% | 0.16% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Legacy Private Trust Co. | 2 | 2 | 0.07% | 0.12% | 0.17% | Q2 2013 | Q3 2013 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 2 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 2 |
LOGAN CAPITAL MANAGEMENT INC | 2 | 2 | 0.09% | 0.13% | 0.17% | Q4 2017 | Q1 2018 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Colonial River Wealth Management, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Simply Money Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Brendel Financial Advisors LLC | 2 | 2 | 0.53% | 0.53% | 0.54% | Q1 2021 | Q2 2021 | 2 |
Monument Capital Management | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2013 | Q3 2013 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.65% | 0.68% | 0.72% | Q2 2023 | Q3 2023 | 2 |
CreativeOne Wealth, LLC | 1 | 1 | 0.37% | 0.38% | 0.39% | Q2 2019 | Q4 2019 | 2 |
Family Asset Management, LLC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Vestmark Advisory Solutions, Inc. | 2 | 2 | 0.11% | 0.23% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
S.C. Financial Services, Inc. | 2 | 2 | 0.40% | 0.41% | 0.41% | Q4 2021 | Q1 2022 | 2 |
Comprehensive Financial Consultants Institutional, Inc. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q2 2023 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 2 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2015 | Q4 2015 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Well Done, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
CMC Financial Group | 1 | 1 | 4.42% | 4.42% | 4.42% | Q3 2021 | Q3 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Strid Group, LLC | 1 | 1 | 6.26% | 6.26% | 6.26% | Q4 2015 | Q4 2015 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
D.B. Root & Company, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2019 | Q1 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2014 | Q4 2014 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ARXIS SECURITIES LLC | 1 | 1 | 2.54% | 2.54% | 2.54% | Q1 2017 | Q1 2017 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Empowered Funds, LLC | 1 | 1 | 6.05% | 6.05% | 6.05% | Q3 2021 | Q3 2021 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2015 | Q4 2015 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 4.97% | 4.97% | 4.97% | Q1 2021 | Q1 2021 | 1 |
Park Capital Group, Inc. | 1 | 1 | 32.92% | 32.92% | 32.92% | Q1 2021 | Q1 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2018 | Q3 2018 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
TruWealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 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.