Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 50 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.07% | 0.32% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.01% | 0.34% | 1.37% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.10% | 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% | 0.02% | Q2 2013 | Q3 2023 | 42 |
SignalPoint Asset Management, LLC | 42 | 42 | 0.12% | 0.63% | 1.93% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 23 | 8 | 0.00% | 0.09% | 0.54% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.07% | 0.41% | Q3 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 38 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q3 2023 | 39 |
Madden Advisory Services, Inc. | 38 | 38 | 0.02% | 0.57% | 1.28% | Q2 2014 | Q3 2023 | 38 |
Regal Investment Advisors LLC | 24 | 1 | 0.07% | 0.30% | 0.81% | Q2 2013 | Q3 2023 | 38 |
PNC FINANCIAL SERVICES GROUP, INC. | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 36 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.03% | 0.16% | Q4 2013 | Q3 2023 | 36 |
OLD NATIONAL BANCORP /IN/ | 23 | 12 | 0.01% | 0.06% | 0.27% | Q2 2014 | Q2 2023 | 35 |
AMERIPRISE FINANCIAL INC | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 34 |
ASSETMARK, INC | 32 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 33 |
D.A. DAVIDSON & CO. | 27 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 33 |
HighTower Advisors, LLC | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
OPPENHEIMER & CO INC | 26 | 7 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 33 |
Prospera Financial Services Inc | 20 | 1 | 0.01% | 0.25% | 1.38% | Q2 2013 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.05% | 0.28% | Q4 2015 | Q3 2023 | 31 |
MCF Advisors LLC | 24 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
StrategIQ Financial Group, LLC | 30 | 30 | 0.08% | 0.27% | 0.98% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2020 | 30 |
Tortoise Investment Management, LLC | 29 | 29 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q4 2019 | 29 |
Baird Financial Group, Inc. | 10 | 2 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.04% | 0.12% | Q4 2013 | Q4 2020 | 29 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.09% | 0.51% | Q1 2014 | Q3 2023 | 29 |
GOLDMAN SACHS GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
CWM, LLC | 10 | 8 | 0.00% | 0.04% | 0.51% | Q3 2015 | Q3 2023 | 28 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.02% | 0.12% | Q2 2014 | Q4 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.01% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 26 |
Carroll Financial Associates, Inc. | 26 | 26 | 0.00% | 0.02% | 0.08% | Q3 2015 | Q4 2021 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.08% | 0.22% | Q2 2013 | Q3 2019 | 26 |
Stratos Wealth Partners, LTD. | 22 | 2 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q2 2022 | 26 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2023 | 25 |
Transamerica Financial Advisors, Inc. | 17 | 1 | 0.00% | 0.29% | 1.82% | Q4 2014 | Q3 2023 | 25 |
Hochman Cole Investment Advisors, Inc. | 24 | 24 | 0.16% | 0.30% | 0.64% | Q4 2015 | Q3 2021 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Burt Wealth Advisors | 22 | 22 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2020 | 22 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 18 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 22 |
LEVEL FOUR ADVISORY SERVICES, LLC | 21 | 1 | 0.02% | 0.05% | 0.13% | Q4 2016 | Q3 2022 | 22 |
Capital Investment Advisory Services, LLC | 14 | 3 | 0.00% | 0.04% | 0.17% | Q1 2017 | Q3 2023 | 21 |
HL FINANCIAL SERVICES LLC | 21 | 21 | 0.00% | 0.09% | 0.18% | Q2 2013 | Q2 2018 | 21 |
FMR LLC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
HOWE & RUSLING INC | 20 | 1 | 0.00% | 0.25% | 0.57% | Q1 2014 | Q3 2023 | 21 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.17% | 0.30% | 0.59% | Q4 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.07% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Winch Advisory Services, LLC | 20 | 20 | 0.00% | 0.12% | 2.23% | Q4 2018 | Q3 2023 | 20 |
Dynamic Advisor Solutions LLC | 20 | 20 | 0.04% | 0.31% | 0.60% | Q4 2013 | Q3 2018 | 20 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.03% | 0.06% | Q4 2014 | 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 | 0.03% | 0.25% | 0.48% | Q2 2013 | Q4 2017 | 19 |
Smart Portfolios, LLC | 17 | 2 | 2.96% | 5.25% | 8.38% | Q2 2018 | Q1 2023 | 19 |
DAVENPORT & Co LLC | 14 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 19 |
WESPAC Advisors, LLC | 12 | 7 | 0.47% | 2.24% | 4.29% | Q3 2013 | Q3 2023 | 19 |
Parkside Financial Bank & Trust | 15 | 4 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2020 | 19 |
Aveo Capital Partners, LLC | 19 | 19 | 0.03% | 0.33% | 1.03% | Q1 2019 | Q3 2023 | 19 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.01% | 0.64% | 1.60% | Q1 2015 | Q3 2019 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.02% | 0.30% | 0.72% | Q2 2013 | Q4 2017 | 19 |
RPg Family Wealth Advisory, LLC | 6 | 1 | 0.02% | 0.17% | 0.41% | Q2 2016 | Q3 2023 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 19 |
CREDIT SUISSE AG/ | 12 | 6 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2017 | 18 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 1 | 0.00% | 0.08% | 0.34% | Q2 2014 | Q4 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2017 | 18 |
SUNTRUST BANKS INC | 14 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 18 |
CENTAURUS FINANCIAL, INC. | 15 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q2 2023 | 18 |
FIFTH THIRD BANCORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2022 | 18 |
LifePlan Financial Group, Inc | 11 | 7 | 0.00% | 0.98% | 3.62% | Q2 2015 | Q3 2020 | 18 |
NewEdge Advisors, LLC | 8 | 1 | 0.00% | 0.88% | 3.28% | Q4 2014 | Q3 2023 | 18 |
BANK OF MONTREAL /CAN/ | 14 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 18 |
Founders Capital Management | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2023 | 18 |
Global Retirement Partners, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 17 |
NAVELLIER & ASSOCIATES INC | 4 | 1 | 0.06% | 0.61% | 1.82% | Q3 2012 | Q3 2023 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
American Portfolios Advisors | 14 | 3 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2022 | 17 |
FOUNDERS FINANCIAL SECURITIES LLC | 16 | 16 | 0.17% | 0.73% | 1.15% | Q4 2013 | Q3 2017 | 16 |
NATIONAL PLANNING CORP | 15 | 1 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2017 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.11% | 0.69% | 2.35% | Q4 2019 | Q3 2023 | 16 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.25% | 0.33% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
STEPHENS INC /AR/ | 14 | 2 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q3 2018 | 16 |
First Horizon Advisors, Inc. | 8 | 2 | 0.00% | 0.28% | 1.14% | Q3 2013 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
ATWOOD & PALMER INC | 16 | 16 | 0.00% | 0.20% | 0.29% | Q2 2013 | Q1 2017 | 16 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 15 |
Beaumont Financial Partners, LLC | 10 | 1 | 0.28% | 1.12% | 1.99% | Q2 2013 | Q3 2017 | 15 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2023 | 15 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.53% | 0.74% | 1.27% | Q1 2018 | Q2 2023 | 15 |
STRATEGIC WEALTH MANAGEMENT INC | 15 | 15 | 2.17% | 2.84% | 3.74% | Q2 2018 | Q4 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.09% | Q2 2016 | Q4 2019 | 15 |
Kingsview Wealth Management, LLC | 9 | 6 | 0.01% | 0.11% | 0.35% | Q1 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Hudock, Inc. | 15 | 15 | 0.01% | 0.32% | 1.32% | Q2 2013 | Q4 2016 | 15 |
COUNTRY TRUST BANK | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2023 | 15 |
LINCOLN NATIONAL CORP | 8 | 2 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 14 |
WFG Advisors, LP | 14 | 14 | 0.00% | 0.07% | 0.11% | Q1 2014 | Q2 2017 | 14 |
MinichMacGregor Wealth Management, LLC | 12 | 2 | 0.02% | 0.34% | 1.02% | Q4 2015 | Q4 2022 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
J Arnold Wealth Management Co | 14 | 14 | 0.01% | 2.31% | 24.66% | Q2 2020 | Q3 2023 | 14 |
SPC Financial, Inc. | 14 | 14 | 0.18% | 0.34% | 0.57% | Q2 2013 | Q3 2016 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.13% | 0.95% | 1.86% | Q2 2013 | Q4 2016 | 14 |
Larson Financial Group LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
First Heartland Consultants, Inc. | 12 | 1 | 0.01% | 0.44% | 1.01% | Q2 2013 | Q1 2022 | 14 |
Horizon Investments, LLC | 14 | 14 | 0.03% | 0.07% | 0.18% | Q2 2013 | Q3 2016 | 14 |
NewSquare Capital LLC | 13 | 13 | 0.00% | 2.19% | 4.57% | Q4 2013 | Q4 2016 | 13 |
HUNTINGTON NATIONAL BANK | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 13 |
SFMG, LLC | 13 | 13 | 0.06% | 0.08% | 0.10% | Q4 2015 | Q4 2018 | 13 |
Cetera Advisors LLC | 9 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2022 | 13 |
PRIVATE TRUST CO NA | 7 | 1 | 0.01% | 0.04% | 0.11% | Q1 2013 | Q3 2017 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Astor Investment Management LLC | 13 | 13 | 0.26% | 1.95% | 2.86% | Q1 2014 | Q1 2017 | 13 |
Sigma Planning Corp | 11 | 1 | 0.01% | 0.13% | 0.32% | Q4 2014 | Q2 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Meridian Wealth Management, LLC | 12 | 12 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
OPTIMUM INVESTMENT ADVISORS | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2020 | 12 |
Risk Paradigm Group, LLC | 10 | 2 | 0.40% | 0.87% | 2.16% | Q1 2015 | Q1 2018 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.03% | 0.15% | 0.25% | Q4 2020 | Q3 2023 | 12 |
VSR Financial Services, Inc. | 12 | 12 | 0.12% | 0.27% | 0.43% | Q3 2013 | Q2 2016 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 4.37% | 5.63% | 9.66% | Q2 2013 | Q1 2016 | 12 |
Moors & Cabot, Inc. | 12 | 12 | 0.04% | 0.08% | 0.12% | Q1 2014 | Q4 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
ATLAS CAPITAL ADVISORS LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BNP PARIBAS FINANCIAL MARKETS | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2017 | 12 |
FIRST FINANCIAL CORP /IN/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Wagner Wealth Management, LLC | 8 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 12 |
BROWN ADVISORY INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 12 |
Shamrock Asset Management LLC | 4 | 1 | 0.00% | 4.64% | 11.92% | Q4 2013 | Q3 2019 | 12 |
FIRST TRUST ADVISORS LP | 11 | 11 | 0.08% | 1.39% | 2.28% | Q1 2014 | Q3 2016 | 11 |
Jacobi Capital Management LLC | 11 | 11 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q4 2019 | 11 |
Kovack Advisors, Inc. | 11 | 11 | 0.15% | 0.32% | 0.48% | Q4 2014 | Q2 2017 | 11 |
Simplicity Solutions, LLC | 5 | 2 | 0.05% | 0.34% | 1.60% | Q4 2014 | Q4 2019 | 11 |
DEUTSCHE BANK AG\ | 6 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2019 | 11 |
Gradient Investments LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Moloney Securities Asset Management, LLC | 11 | 11 | 0.07% | 0.23% | 0.34% | Q1 2021 | Q3 2023 | 11 |
BlackRock Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ARGI Investment Services, LLC | 10 | 10 | 0.02% | 0.67% | 1.25% | Q1 2015 | Q2 2017 | 10 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.01% | 0.12% | 0.18% | Q2 2013 | Q3 2016 | 10 |
PINNACLE FINANCIAL PARTNERS INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 10 |
Rehmann Capital Advisory Group | 7 | 1 | 0.02% | 0.13% | 0.32% | Q2 2015 | Q3 2023 | 10 |
Hilltop Holdings Inc. | 8 | 1 | 0.26% | 0.31% | 0.36% | Q1 2015 | Q4 2017 | 10 |
RAYMOND JAMES TRUST N.A. | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2018 | 10 |
Ameritas Investment Company, LLC | 6 | 4 | 0.00% | 0.06% | 0.21% | Q4 2018 | Q3 2021 | 10 |
AE Wealth Management LLC | 5 | 1 | 0.00% | 0.07% | 0.17% | Q4 2016 | Q3 2023 | 10 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.00% | 0.07% | 0.12% | Q4 2016 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.11% | 0.23% | Q1 2021 | Q3 2023 | 10 |
M&T BANK CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2016 | 9 |
MGO ONE SEVEN LLC | 6 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 9 |
Royal Fund Management, LLC | 7 | 2 | 0.00% | 0.04% | 0.06% | Q4 2016 | Q4 2019 | 9 |
Virtu Financial LLC | 4 | 2 | 0.05% | 0.23% | 0.68% | Q2 2014 | Q4 2017 | 9 |
Western Wealth Management, LLC | 7 | 2 | 0.02% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 9 |
Koshinski Asset Management, Inc. | 6 | 3 | 0.00% | 0.14% | 0.26% | Q2 2015 | Q1 2022 | 9 |
B. Riley Wealth Management, Inc. | 9 | 9 | 0.14% | 1.31% | 2.99% | Q1 2014 | Q1 2016 | 9 |
Financial Architects, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2019 | 9 |
Arkadios Wealth Advisors | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2022 | 9 |
TUCKER ASSET MANAGEMENT LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 9 |
Mosaic Family Wealth, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 9 |
Virtue Capital Management, LLC | 4 | 2 | 0.50% | 1.28% | 2.35% | Q2 2019 | Q4 2022 | 9 |
Fulcrum Equity Management | 3 | 2 | 0.12% | 1.21% | 2.72% | Q2 2020 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Financial Enhancement Group LLC | 6 | 1 | 0.00% | 0.61% | 1.54% | Q1 2019 | Q1 2023 | 9 |
Atria Investments, Inc | 8 | 1 | 0.02% | 0.09% | 0.14% | Q4 2015 | Q1 2018 | 9 |
FDx Advisors, Inc. | 3 | 1 | 0.01% | 0.09% | 0.34% | Q2 2013 | Q3 2017 | 8 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 0.07% | 0.16% | Q1 2015 | Q4 2022 | 8 |
STERNE AGEE GROUP, INC. | 8 | 8 | 0.41% | 0.57% | 0.86% | Q2 2013 | Q1 2015 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.15% | 0.17% | 0.18% | Q4 2021 | Q3 2023 | 8 |
WESPAC Advisors SoCal, LLC | 8 | 8 | 0.13% | 0.40% | 0.71% | Q4 2015 | Q3 2017 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q1 2015 | 8 |
AVIANCE CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.03% | 0.67% | 0.93% | Q4 2014 | Q4 2016 | 8 |
MAI Capital Management | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Concorde Asset Management, LLC | 5 | 1 | 0.31% | 0.43% | 0.84% | Q4 2014 | Q4 2022 | 8 |
Certified Advisory Corp | 7 | 1 | 0.01% | 0.05% | 0.07% | Q4 2017 | Q1 2021 | 8 |
SMITH HAYES Advisers, Inc | 8 | 8 | 0.04% | 0.18% | 0.31% | Q3 2013 | Q2 2015 | 8 |
Freedom Investment Management, Inc. | 7 | 1 | 0.02% | 0.05% | 0.14% | Q1 2015 | Q1 2019 | 8 |
Virtu KCG Holdings LLC | 5 | 1 | 0.01% | 0.03% | 0.08% | Q3 2014 | Q2 2017 | 8 |
Concert Wealth Management Inc. | 6 | 2 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q3 2016 | 8 |
WealthPLAN Partners, LLC | 2 | 1 | 0.01% | 0.10% | 0.28% | Q1 2015 | Q2 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.84% | 1.02% | 1.11% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Riggs Asset Managment Co. Inc. | 8 | 8 | 0.00% | 2.19% | 3.87% | Q1 2015 | Q4 2016 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
HAYS ADVISORY LLC | 3 | 1 | 2.22% | 3.32% | 4.26% | Q2 2013 | Q3 2016 | 8 |
Capital Asset Advisory Services LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 3 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Investors Capital Advisory Services | 7 | 7 | 0.12% | 0.14% | 0.18% | Q4 2014 | Q2 2016 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Argentus Capital Management, LLC | 7 | 7 | 0.03% | 0.16% | 0.27% | Q1 2015 | Q3 2016 | 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% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.13% | 0.30% | Q2 2013 | Q4 2014 | 7 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
IronBridge Private Wealth, LLC | 7 | 7 | 0.00% | 1.43% | 5.13% | Q4 2020 | Q2 2022 | 7 |
BBVA USA Bancshares, Inc. | 4 | 3 | 0.01% | 0.32% | 0.47% | Q2 2013 | Q1 2015 | 7 |
CAPTRUST FINANCIAL ADVISORS | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2022 | 7 |
Johnson Financial Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
PSI Advisors, LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.26% | 0.52% | 0.82% | Q2 2013 | Q4 2014 | 7 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.08% | 0.10% | 0.13% | Q4 2018 | Q4 2022 | 6 |
UBS AG | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Addison Advisors LLC | 5 | 1 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q2 2022 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.01% | 0.06% | 0.10% | Q1 2022 | Q2 2023 | 6 |
Jackson Wealth Management, LLC | 6 | 6 | 0.53% | 0.67% | 0.79% | Q1 2015 | Q2 2016 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 2 | 0.00% | 0.73% | 1.40% | Q3 2018 | Q3 2023 | 6 |
Brendel Financial Advisors LLC | 6 | 6 | 0.49% | 0.94% | 1.45% | Q2 2022 | Q3 2023 | 6 |
WMG Financial Advisors, LLC | 6 | 6 | 0.28% | 0.69% | 1.12% | Q2 2022 | Q3 2023 | 6 |
GLENMEDE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
LBA Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Csenge Advisory Group | 6 | 6 | 0.38% | 0.43% | 0.46% | Q2 2022 | Q3 2023 | 6 |
CIBC WORLD MARKET INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 6 |
Voya Financial Advisors, Inc. | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2015 | Q3 2016 | 6 |
Advocacy Wealth Management Services, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2016 | 6 |
Vestmark Advisory Solutions, Inc. | 6 | 6 | 0.03% | 0.19% | 0.52% | Q2 2022 | Q3 2023 | 6 |
Lindbrook Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Keel Point, LLC | 6 | 6 | 0.22% | 1.26% | 3.15% | Q1 2015 | Q2 2016 | 6 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2016 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2020 | 5 |
L.M. KOHN & COMPANY | 5 | 5 | 0.17% | 0.22% | 0.29% | Q1 2022 | Q1 2023 | 5 |
WealthShield Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q4 2018 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
HBW ADVISORY SERVICES LLC | 5 | 5 | 0.27% | 1.08% | 1.33% | Q2 2022 | Q2 2023 | 5 |
Independent Portfolio Consultants, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 5 |
Veritable, L.P. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
Outlook Wealth Advisors, LLC | 5 | 5 | 0.09% | 0.10% | 0.10% | Q3 2022 | Q3 2023 | 5 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q3 2017 | 5 |
Foundations Investment Advisors, LLC | 4 | 1 | 0.01% | 0.10% | 0.14% | Q1 2019 | Q1 2023 | 5 |
Good Life Advisors, LLC | 5 | 5 | 0.14% | 0.18% | 0.22% | Q3 2022 | Q3 2023 | 5 |
AlphaStar Capital Management, LLC | 5 | 5 | 0.08% | 0.21% | 0.50% | Q1 2019 | Q1 2020 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Financial Futures Ltd Liability Co. | 5 | 5 | 2.88% | 3.54% | 4.05% | Q2 2022 | Q2 2023 | 5 |
Kesler, Norman & Wride, LLC | 5 | 5 | 0.18% | 0.19% | 0.20% | Q3 2022 | Q3 2023 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 1 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q4 2014 | 5 |
Snowden Capital Advisors LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q2 2022 | Q2 2023 | 5 |
Visionary Asset Management, Inc. | 2 | 1 | 0.21% | 0.31% | 0.47% | Q1 2015 | Q3 2016 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
National Wealth Management Group, LLC | 5 | 5 | 0.33% | 0.73% | 1.08% | Q1 2022 | Q1 2023 | 5 |
Beacon Financial Advisory LLC | 5 | 5 | 0.24% | 0.27% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Independent Advisor Alliance | 4 | 4 | 0.17% | 0.38% | 1.00% | Q4 2022 | Q3 2023 | 4 |
Dorsey Wright & Associates | 4 | 4 | 0.04% | 0.08% | 0.18% | Q1 2014 | Q4 2014 | 4 |
Cutler Group LLC / CA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 4 |
CABANA LLC | 4 | 4 | 0.20% | 0.27% | 0.34% | Q1 2019 | Q4 2019 | 4 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.02% | 0.20% | 0.68% | Q3 2015 | Q3 2017 | 4 |
IHT Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2022 | 4 |
Realta Investment Advisors | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 4 |
OneAscent Wealth Management LLC | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q4 2022 | 4 |
Bruderman Asset Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2018 | 4 |
Stegent Equity Advisors, Inc. | 4 | 4 | 0.83% | 1.17% | 1.62% | Q4 2022 | Q3 2023 | 4 |
PCG Wealth Advisors, LLC | 4 | 4 | 0.46% | 0.49% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
VICUS CAPITAL | 4 | 4 | 0.15% | 0.17% | 0.22% | Q1 2015 | Q4 2015 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 1 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q3 2019 | 4 |
PACIFIC FINANCIAL GROUP INC | 4 | 4 | 1.59% | 2.08% | 2.57% | Q1 2015 | Q4 2015 | 4 |
F-Squared Investment Management, LLC | 3 | 1 | 4.68% | 6.20% | 8.39% | Q4 2013 | Q4 2014 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
Baystate Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sterling Manor Financial, LLC | 2 | 2 | 1.90% | 3.44% | 5.72% | Q4 2021 | Q4 2022 | 4 |
Karp Capital Management Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.35% | 0.92% | 1.30% | Q4 2020 | Q3 2023 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.90% | 1.01% | 1.12% | Q2 2022 | Q1 2023 | 4 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
Donald L. Hagan, LLC | 4 | 4 | 0.21% | 0.31% | 0.52% | Q3 2018 | Q2 2019 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.03% | 0.05% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
SCOTIA CAPITAL INC. | 4 | 4 | 0.02% | 0.04% | 0.08% | Q1 2015 | Q4 2015 | 4 |
TOWER TRUST Co | 4 | 4 | 1.74% | 1.89% | 2.08% | Q2 2013 | Q1 2014 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2018 | 4 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2017 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q3 2016 | 4 |
Strategic Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Key Client Fiduciary Advisors, LLC | 3 | 3 | 0.66% | 0.81% | 0.89% | Q1 2023 | Q3 2023 | 3 |
City State Bank | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.52% | 0.80% | Q3 2019 | Q3 2020 | 3 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Gateway Advisory, LLC | 2 | 1 | 0.09% | 0.21% | 0.37% | Q1 2015 | Q4 2015 | 3 |
CEDAR CAPITAL, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q2 2017 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.17% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
NORTHWEST WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 3 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2016 | Q3 2016 | 3 |
Stockman Wealth Management, Inc. | 3 | 3 | 0.13% | 0.13% | 0.14% | Q3 2016 | Q1 2017 | 3 |
Belpointe Asset Management LLC | 3 | 3 | 0.05% | 0.09% | 0.12% | Q3 2022 | Q1 2023 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Hanlon Investment Management, Inc. | 3 | 3 | 0.16% | 0.38% | 0.50% | Q1 2015 | Q3 2015 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 1.38% | 1.45% | 1.58% | Q4 2014 | Q2 2015 | 3 |
Cedar Mountain Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2023 | 3 |
Claraphi Advisory Network, LLC | 3 | 3 | 0.13% | 0.20% | 0.28% | Q2 2022 | Q4 2022 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.08% | 0.22% | Q4 2021 | Q3 2022 | 3 |
Bensler, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
CX Institutional | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q2 2016 | 3 |
COMMUNITY BANK SYSTEM, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
WIN ADVISORS, INC | 2 | 2 | 0.18% | 0.24% | 0.30% | Q4 2021 | Q1 2022 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.05% | 0.09% | Q1 2017 | Q4 2018 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
First City Capital Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
BLAIR WILLIAM & CO/IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q2 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 2 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.72% | 0.97% | 1.22% | Q3 2018 | Q4 2018 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Simply Money Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Ledyard National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
Select Asset Management & Trust | 2 | 2 | 1.72% | 2.57% | 3.42% | Q1 2014 | Q2 2014 | 2 |
Signify Wealth | 2 | 2 | 0.44% | 1.58% | 2.72% | Q1 2022 | Q2 2022 | 2 |
GSA CAPITAL PARTNERS LLP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Traynor Capital Management, Inc. | 2 | 2 | 0.20% | 0.20% | 0.20% | Q1 2015 | Q2 2015 | 2 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 2 |
Cavalier Investments, LLC | 2 | 2 | 11.10% | 11.37% | 11.65% | Q4 2015 | Q1 2016 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.04% | 0.38% | 0.72% | Q4 2022 | Q1 2023 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.29% | 0.56% | Q2 2016 | Q4 2016 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q1 2019 | Q2 2019 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
BENJAMIN EDWARDS INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.42% | 0.43% | 0.44% | Q3 2022 | Q1 2023 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.97% | 1.50% | 2.03% | Q1 2022 | Q2 2022 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.07% | 0.13% | Q1 2019 | Q2 2019 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q1 2023 | 2 |
Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Legacy Private Trust Co. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2015 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Monument Capital Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2022 | Q2 2022 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
First Command Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2013 | Q2 2013 | 1 |
Accel Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
BKS ADVISORS, LLC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q1 2015 | Q1 2015 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2022 | Q4 2022 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Columbia Asset Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 10.46% | 10.46% | 10.46% | Q2 2014 | Q2 2014 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2014 | Q4 2014 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 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 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ODonnell Financial Services, LLC | 1 | 1 | 11.20% | 11.20% | 11.20% | Q2 2022 | Q2 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2019 | Q3 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CMC Financial Group | 1 | 1 | 1.89% | 1.89% | 1.89% | Q1 2022 | Q1 2022 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2021 | Q1 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ARXIS SECURITIES LLC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q1 2017 | Q1 2017 | 1 |
CT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2018 | Q1 2018 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
MID CONTINENT CAPITAL LLC/IL | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 5.46% | 5.46% | 5.46% | Q2 2022 | Q2 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2015 | Q4 2015 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q2 2022 | Q2 2022 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2018 | Q3 2018 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
HRT FINANCIAL LP | 1 | 1 | 1.78% | 1.78% | 1.78% | Q2 2016 | Q2 2016 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q2 2022 | Q2 2022 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2022 | Q3 2022 | 1 |
CAPITAL ONE FINANCIAL CORP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2020 | Q1 2020 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2015 | Q4 2015 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2015 | Q4 2015 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2015 | Q2 2015 | 1 |
Strid Group, LLC | 1 | 1 | 6.85% | 6.85% | 6.85% | Q4 2015 | Q4 2015 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2019 | Q2 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 5.67% | 5.67% | 5.67% | Q2 2022 | Q2 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q2 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.