Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
SignalPoint Asset Management, LLC | 30 | 11 | 0.05% | 0.76% | 3.50% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 29 | 11 | 0.00% | 0.02% | 0.16% | Q3 2013 | Q3 2023 | 40 |
CITIGROUP INC | 34 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 39 |
Cambridge Investment Research Advisors, Inc. | 38 | 38 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 38 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 38 | 38 | 0.00% | 0.20% | 0.82% | Q2 2014 | Q3 2023 | 38 |
Prospera Financial Services Inc | 18 | 2 | 0.00% | 0.09% | 0.42% | Q2 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.00% | 0.05% | 0.28% | Q4 2015 | Q3 2023 | 32 |
D.A. DAVIDSON & CO. | 17 | 6 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 32 |
Tower Research Capital LLC (TRC) | 14 | 2 | 0.00% | 0.09% | 0.67% | Q3 2014 | Q2 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.13% | Q4 2015 | Q3 2023 | 31 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q1 2023 | 31 |
Regal Investment Advisors LLC | 18 | 1 | 0.01% | 0.19% | 0.52% | Q2 2013 | Q2 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.12% | Q1 2016 | Q3 2023 | 31 |
GOLDMAN SACHS GROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 31 |
AMERIPRISE FINANCIAL INC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
Private Advisor Group, LLC | 15 | 1 | 0.00% | 0.02% | 0.11% | Q2 2014 | Q3 2023 | 30 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.02% | 0.07% | 0.18% | Q4 2016 | Q3 2023 | 28 |
Baird Financial Group, Inc. | 14 | 1 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 27 |
CWM, LLC | 10 | 8 | 0.00% | 0.05% | 0.53% | Q1 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
BB&T SECURITIES, LLC | 17 | 8 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2019 | 25 |
Transamerica Financial Advisors, Inc. | 16 | 1 | 0.00% | 0.22% | 1.68% | Q1 2015 | Q3 2023 | 25 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2023 | 25 |
JPMORGAN CHASE & CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
IHT Wealth Management, LLC | 13 | 3 | 0.01% | 0.16% | 0.73% | Q4 2016 | Q3 2023 | 24 |
NewSquare Capital LLC | 10 | 1 | 0.00% | 0.72% | 4.12% | Q1 2016 | Q3 2023 | 23 |
NewEdge Advisors, LLC | 14 | 1 | 0.00% | 0.18% | 1.15% | Q1 2016 | Q3 2023 | 22 |
Advisory Services Network, LLC | 12 | 1 | 0.00% | 0.06% | 0.32% | Q4 2013 | Q1 2023 | 22 |
BLAIR WILLIAM & CO/IL | 20 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
Focused Wealth Management, Inc | 22 | 22 | 0.00% | 0.12% | 1.31% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Stratos Wealth Partners, LTD. | 14 | 3 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 21 |
HighTower Advisors, LLC | 14 | 3 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 21 |
RPg Family Wealth Advisory, LLC | 10 | 2 | 0.04% | 0.19% | 0.50% | Q4 2016 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.01% | 0.10% | Q3 2014 | Q1 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q3 2023 | 20 |
B. Riley Wealth Advisors, Inc. | 10 | 1 | 0.00% | 0.04% | 0.10% | Q2 2014 | Q3 2023 | 20 |
Cutler Group LLC / CA | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 19 |
US BANCORP \DE\ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 19 |
MML INVESTORS SERVICES, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 19 |
Hochman Cole Investment Advisors, Inc. | 19 | 19 | 0.14% | 0.50% | 0.74% | Q4 2015 | Q2 2020 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Cetera Advisors LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 18 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.00% | 0.03% | 0.11% | Q2 2014 | Q3 2019 | 18 |
OPPENHEIMER & CO INC | 9 | 1 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q4 2022 | 18 |
NAVELLIER & ASSOCIATES INC | 8 | 1 | 0.01% | 0.83% | 3.20% | Q3 2012 | Q3 2023 | 17 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q4 2021 | 17 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.05% | 0.22% | Q1 2016 | Q3 2023 | 17 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 16 |
FIFTH THIRD BANCORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 16 |
Winslow, Evans & Crocker, Inc. | 15 | 1 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q4 2020 | 16 |
American Portfolios Advisors | 12 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 16 |
1776 Wealth LLC | 16 | 16 | 0.14% | 0.24% | 0.52% | Q4 2019 | Q3 2023 | 16 |
ATWOOD & PALMER INC | 11 | 5 | 0.00% | 0.07% | 0.30% | Q1 2016 | Q4 2022 | 16 |
Formidable Asset Management, LLC | 16 | 16 | 0.00% | 0.10% | 0.37% | Q3 2013 | Q2 2017 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 15 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 15 |
StoneX Group Inc. | 7 | 2 | 0.02% | 0.37% | 0.99% | Q3 2016 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q4 2019 | 15 |
WFG Advisors, LP | 15 | 15 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q2 2017 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 14 |
Aptus Capital Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Sigma Planning Corp | 11 | 3 | 0.01% | 0.07% | 0.20% | Q3 2016 | Q3 2023 | 14 |
Virtu Financial LLC | 6 | 1 | 0.04% | 0.13% | 0.30% | Q3 2013 | Q3 2019 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 2 | 0.00% | 0.03% | 0.15% | Q4 2016 | Q3 2023 | 14 |
WINTRUST INVESTMENTS LLC | 12 | 2 | 0.02% | 0.22% | 0.36% | Q2 2016 | Q1 2023 | 14 |
tru Independence LLC | 12 | 1 | 0.00% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 14 |
STEPHENS INC /AR/ | 4 | 2 | 0.00% | 0.04% | 0.08% | Q2 2014 | Q4 2022 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.19% | 0.86% | Q2 2013 | Q4 2016 | 14 |
FIRST TRUST ADVISORS LP | 4 | 1 | 0.00% | 0.89% | 2.12% | Q2 2013 | Q4 2022 | 13 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 2 | 0.01% | 0.05% | 0.15% | Q2 2014 | Q3 2017 | 13 |
Virtue Capital Management, LLC | 9 | 4 | 0.00% | 1.15% | 2.41% | Q4 2017 | Q1 2023 | 13 |
Financial Advocates Investment Management | 13 | 13 | 0.04% | 0.08% | 0.18% | Q3 2020 | Q3 2023 | 13 |
BENJAMIN EDWARDS INC | 13 | 13 | 0.00% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Risk Paradigm Group, LLC | 11 | 2 | 0.05% | 0.71% | 1.24% | Q1 2015 | Q4 2018 | 13 |
MinichMacGregor Wealth Management, LLC | 8 | 1 | 0.00% | 0.39% | 1.12% | Q1 2016 | Q4 2022 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 3 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 12 |
AE Wealth Management LLC | 12 | 12 | 0.00% | 0.02% | 0.11% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Commonwealth Equity Services, Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2017 | 12 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.08% | 0.40% | Q3 2015 | Q2 2023 | 12 |
Independent Advisor Alliance | 11 | 1 | 0.01% | 0.06% | 0.10% | Q4 2019 | Q4 2022 | 12 |
B. Riley Wealth Management, Inc. | 9 | 3 | 0.01% | 0.61% | 2.07% | Q1 2014 | Q2 2020 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Rehmann Capital Advisory Group | 11 | 1 | 0.01% | 0.04% | 0.05% | Q1 2016 | Q2 2019 | 12 |
CENTAURUS FINANCIAL, INC. | 11 | 1 | 0.00% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 12 |
Crumly & Associates Inc. | 12 | 12 | 2.00% | 3.10% | 4.04% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Atria Investments, Inc | 8 | 1 | 0.01% | 0.03% | 0.08% | Q1 2014 | Q4 2017 | 11 |
Savior LLC | 11 | 11 | 0.06% | 3.46% | 11.23% | Q1 2021 | Q3 2023 | 11 |
Astor Investment Management LLC | 5 | 2 | 0.33% | 0.89% | 2.06% | Q1 2014 | Q4 2017 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 10 | 1 | 0.02% | 0.04% | 0.09% | Q2 2014 | Q4 2022 | 11 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q2 2017 | 11 |
PFG Advisors | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
First Heartland Consultants, Inc. | 4 | 1 | 0.04% | 0.31% | 0.83% | Q2 2013 | Q2 2023 | 11 |
Sowell Financial Services LLC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 11 |
OneDigital Investment Advisors LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 11 |
Csenge Advisory Group | 11 | 11 | 0.06% | 0.38% | 0.60% | Q1 2021 | Q3 2023 | 11 |
FMR LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 11 |
SPC Financial, Inc. | 5 | 1 | 0.06% | 0.21% | 0.41% | Q1 2016 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 10 |
SUNTRUST BANKS INC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2018 | 10 |
HL FINANCIAL SERVICES LLC | 5 | 1 | 0.00% | 0.04% | 0.17% | Q4 2014 | Q3 2018 | 10 |
AdvisorNet Financial, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Cetera Investment Advisers | 9 | 1 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q3 2023 | 10 |
Shamrock Asset Management LLC | 4 | 3 | 0.01% | 2.17% | 9.48% | Q4 2013 | Q3 2018 | 10 |
Arkadios Wealth Advisors | 4 | 3 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q4 2022 | 10 |
SRS Capital Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ProVise Management Group, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
CREDIT SUISSE AG/ | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2016 | 10 |
Beaumont Financial Partners, LLC | 5 | 1 | 0.24% | 0.90% | 1.96% | Q2 2013 | Q4 2017 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2022 | 9 |
Qube Research & Technologies Ltd | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Creative Planning | 4 | 2 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q2 2017 | 9 |
BELLEVUE ASSET MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.09% | 0.39% | Q4 2019 | Q4 2021 | 9 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 9 |
WEBSTER BANK, N. A. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2021 | 9 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Secure Asset Management, LLC | 7 | 2 | 0.08% | 0.41% | 1.23% | Q2 2020 | Q3 2023 | 9 |
Advisory Alpha, LLC | 9 | 9 | 0.00% | 0.19% | 0.51% | Q4 2017 | Q4 2019 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.28% | 1.24% | Q2 2014 | Q3 2023 | 9 |
WealthShield Partners, LLC | 7 | 1 | 0.00% | 0.02% | 0.16% | Q4 2017 | Q1 2021 | 9 |
Global Trust Asset Management, LLC | 9 | 9 | 0.01% | 0.06% | 0.17% | Q3 2021 | Q3 2023 | 9 |
DB Wealth Management Group, LLC | 6 | 3 | 0.00% | 0.07% | 0.23% | Q4 2020 | Q3 2023 | 9 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 0.24% | 0.33% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Anson Capital, Inc. | 8 | 8 | 0.22% | 0.55% | 0.89% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
FDx Advisors, Inc. | 5 | 1 | 0.01% | 0.14% | 0.34% | Q2 2013 | Q4 2017 | 8 |
Wagner Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SIGNATUREFD, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 8 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
MGO ONE SEVEN LLC | 4 | 1 | 0.00% | 0.04% | 0.12% | Q4 2017 | Q4 2022 | 8 |
Trinity Wealth Management, LLC | 8 | 8 | 1.21% | 1.56% | 1.78% | Q4 2021 | Q3 2023 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 8 |
Fisher Asset Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 1 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q1 2022 | 8 |
Gladstone Institutional Advisory LLC | 8 | 8 | 0.01% | 0.05% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Quad-Cities Investment Group, LLC | 8 | 8 | 0.19% | 0.46% | 0.70% | Q1 2018 | Q4 2019 | 8 |
Financial Enhancement Group LLC | 8 | 8 | 0.00% | 0.58% | 0.86% | Q1 2021 | Q4 2022 | 8 |
Kovack Advisors, Inc. | 5 | 3 | 0.02% | 0.12% | 0.24% | Q3 2016 | Q4 2022 | 8 |
FOCUS Wealth Advisors, LLC | 7 | 7 | 2.20% | 2.86% | 3.42% | Q3 2021 | Q1 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Advisors Preferred, LLC | 3 | 1 | 0.00% | 0.15% | 0.57% | Q4 2013 | Q2 2021 | 7 |
Madden Advisory Services, Inc. | 4 | 1 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q1 2017 | 7 |
O'Dell Group, LLC | 5 | 1 | 0.02% | 4.32% | 6.74% | Q4 2016 | Q4 2022 | 7 |
Johnson Financial Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.10% | 0.27% | Q2 2013 | Q4 2014 | 7 |
J Arnold Wealth Management Co | 4 | 1 | 0.01% | 0.04% | 0.12% | Q4 2019 | Q2 2023 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
WHITTIER TRUST CO OF NEVADA INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Capital Asset Advisory Services LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 7 |
Fulcrum Equity Management | 4 | 1 | 0.06% | 1.18% | 2.37% | Q1 2021 | Q3 2023 | 7 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2023 | 7 |
Gateway Advisory, LLC | 3 | 1 | 0.04% | 0.57% | 1.43% | Q1 2017 | Q4 2022 | 7 |
Moors & Cabot, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
IFC Holdings Incorporated/FL | 5 | 2 | 0.05% | 0.11% | 0.15% | Q2 2014 | Q1 2017 | 7 |
Pinnacle Family Advisors, LLC | 6 | 1 | 0.10% | 0.24% | 0.38% | Q4 2021 | Q3 2023 | 7 |
IFG Advisory, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
F-Squared Investment Management, LLC | 5 | 2 | 0.01% | 6.52% | 11.68% | Q3 2013 | Q2 2015 | 7 |
Bank of New York Mellon Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Stonebridge Financial Planning Group, LLC | 5 | 2 | 0.00% | 0.40% | 0.80% | Q3 2021 | Q3 2023 | 7 |
HOWARD FINANCIAL SERVICES, LTD. | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2022 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q2 2020 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
Founders Capital Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2018 | 6 |
Brinker Capital Investments, LLC | 4 | 2 | 0.16% | 0.17% | 0.20% | Q3 2017 | Q1 2019 | 6 |
Paragon Private Wealth Management, LLC | 6 | 6 | 0.15% | 2.31% | 3.54% | Q4 2021 | Q1 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Chevy Chase Trust Holdings, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Outlook Wealth Advisors, LLC | 6 | 6 | 0.19% | 0.33% | 0.54% | Q4 2021 | Q1 2023 | 6 |
TimeScale Financial, Inc. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 6 |
Kingsview Wealth Management, LLC | 5 | 1 | 0.01% | 0.11% | 0.25% | Q1 2018 | Q2 2020 | 6 |
HFG Advisors, Inc. | 6 | 6 | 0.33% | 0.69% | 1.11% | Q2 2022 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q2 2018 | 6 |
Sterling Manor Financial, LLC | 3 | 1 | 0.74% | 4.19% | 8.64% | Q4 2020 | Q4 2022 | 6 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.06% | 0.12% | Q2 2019 | Q4 2022 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.07% | 0.37% | Q3 2013 | Q4 2014 | 6 |
Capital Directions Investment Advisors, LLC | 5 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q3 2018 | 6 |
WealthBridge Capital Management, LLC | 4 | 2 | 0.02% | 0.10% | 0.20% | Q4 2018 | Q1 2023 | 6 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q4 2017 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 2 | 0.01% | 0.07% | 0.10% | Q1 2021 | Q3 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
NATIONAL PLANNING CORP | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2017 | 6 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.01% | 0.15% | 0.37% | Q1 2021 | Q2 2022 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 5 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.06% | 0.10% | 0.14% | Q1 2022 | Q1 2023 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 1 | 0.06% | 0.25% | 0.33% | Q1 2016 | Q2 2020 | 5 |
Kesler, Norman & Wride, LLC | 5 | 5 | 0.17% | 0.20% | 0.26% | Q3 2022 | Q3 2023 | 5 |
AlphaStar Capital Management, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q1 2020 | 5 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q1 2023 | 5 |
Leelyn Smith, LLC | 5 | 5 | 0.12% | 0.15% | 0.16% | Q4 2021 | Q4 2022 | 5 |
D.B. Root & Company, LLC | 5 | 5 | 0.09% | 0.15% | 0.19% | Q1 2022 | Q1 2023 | 5 |
Vestmark Advisory Solutions, Inc. | 4 | 1 | 0.02% | 0.14% | 0.48% | Q2 2022 | Q3 2023 | 5 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.19% | 0.49% | Q2 2015 | Q2 2023 | 5 |
Concentrum Wealth Management | 5 | 5 | 0.83% | 0.99% | 1.33% | Q4 2021 | Q4 2022 | 5 |
Brookstone Capital Management | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2022 | 5 |
Financial Partners Group, Inc | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q2 2022 | 5 |
Voya Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.05% | 0.07% | Q1 2016 | Q2 2020 | 5 |
CEDAR CAPITAL, LLC | 3 | 2 | 0.10% | 0.11% | 0.12% | Q4 2016 | Q2 2018 | 5 |
TSFG, LLC | 5 | 5 | 0.01% | 0.04% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Westside Investment Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
WCG Wealth Advisors LLC | 4 | 4 | 0.07% | 0.73% | 1.27% | Q2 2022 | Q1 2023 | 5 |
HOWE & RUSLING INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
Andesa Financial Management Inc. | 5 | 5 | 0.23% | 0.59% | 1.23% | Q1 2022 | Q1 2023 | 5 |
Hudock, Inc. | 4 | 1 | 0.00% | 0.15% | 0.47% | Q1 2016 | Q3 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.04% | 0.07% | 0.11% | Q4 2021 | Q4 2022 | 5 |
Horizon Investments, LLC | 4 | 1 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q2 2020 | 5 |
Good Life Advisors, LLC | 5 | 5 | 0.94% | 1.36% | 1.58% | Q1 2022 | Q1 2023 | 5 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.16% | 0.25% | 0.46% | Q2 2020 | Q4 2022 | 5 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 5 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 4 |
TriaGen Wealth Management LLC | 4 | 4 | 0.50% | 0.67% | 1.05% | Q1 2022 | Q4 2022 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.12% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2021 | 4 |
Private Advisory Group LLC | 2 | 1 | 0.07% | 0.11% | 0.15% | Q1 2021 | Q4 2022 | 4 |
S.C. Financial Services, Inc. | 3 | 1 | 0.24% | 0.31% | 0.39% | Q4 2021 | Q4 2022 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.04% | 0.05% | 0.08% | Q2 2018 | Q1 2019 | 4 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 0.21% | 3.77% | 9.33% | Q4 2022 | Q3 2023 | 4 |
IMA Wealth, Inc. | 4 | 4 | 0.99% | 1.09% | 1.18% | Q4 2014 | Q3 2015 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.10% | 0.35% | 0.68% | Q4 2022 | Q3 2023 | 4 |
RiverTree Advisors, LLC | 4 | 4 | 0.67% | 1.14% | 1.68% | Q3 2022 | Q2 2023 | 4 |
Certified Advisory Corp | 3 | 1 | 0.00% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q2 2023 | 4 |
McKinley Carter Wealth Services, Inc. | 4 | 4 | 1.08% | 1.32% | 1.52% | Q4 2014 | Q3 2015 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.07% | 0.28% | 0.51% | Q3 2018 | Q3 2022 | 4 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 2 | 1 | 0.03% | 0.08% | 0.10% | Q4 2021 | Q2 2023 | 4 |
Accel Wealth Management | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q1 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.26% | 0.47% | 1.00% | Q4 2022 | Q3 2023 | 4 |
PCG Wealth Advisors, LLC | 4 | 4 | 1.39% | 1.60% | 2.03% | Q4 2022 | Q3 2023 | 4 |
Global Financial Private Capital, Inc | 4 | 4 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q4 2017 | 4 |
Marks Wealth, LLC | 2 | 1 | 0.04% | 0.15% | 0.38% | Q1 2021 | Q2 2022 | 4 |
DAVENPORT & Co LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.02% | 0.23% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Financial Architects, Inc | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 4 |
CHOREO, LLC | 4 | 4 | 0.47% | 0.53% | 0.56% | Q2 2016 | Q1 2017 | 4 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 0.12% | 0.31% | 0.51% | Q2 2022 | Q1 2023 | 4 |
Apollon Wealth Management, LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 4 |
Cedar Brook Financial Partners, LLC | 4 | 4 | 0.06% | 0.16% | 0.21% | Q4 2018 | Q3 2019 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q4 2016 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.06% | 0.35% | 0.66% | Q4 2014 | Q3 2015 | 4 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2022 | 4 |
VitalStone Financial, LLC | 2 | 1 | 0.01% | 0.07% | 0.21% | Q4 2022 | Q3 2023 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Timber Hill LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.06% | 0.16% | 0.24% | Q1 2016 | Q3 2016 | 3 |
Sound Income Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Flaharty Asset Management, LLC | 3 | 3 | 1.57% | 1.71% | 1.95% | Q1 2017 | Q3 2017 | 3 |
Mariner, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Joel Isaacson & Co., LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q4 2012 | Q1 2015 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.26% | 0.30% | 0.37% | Q4 2021 | Q2 2022 | 3 |
VSR Financial Services, Inc. | 2 | 1 | 0.09% | 0.17% | 0.32% | Q2 2014 | Q2 2016 | 3 |
SevenBridge Financial Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
TAP Consulting, LLC | 3 | 3 | 0.54% | 0.58% | 0.65% | Q1 2023 | Q3 2023 | 3 |
Bullseye Investment Management, LLC | 3 | 3 | 0.27% | 0.33% | 0.41% | Q3 2022 | Q1 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Lloyd Advisory Services, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.10% | 0.31% | Q2 2018 | Q3 2023 | 3 |
StrategIQ Financial Group, LLC | 3 | 3 | 0.02% | 0.06% | 0.08% | Q3 2019 | Q1 2020 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AMJ Financial Wealth Management | 3 | 3 | 0.13% | 0.18% | 0.20% | Q1 2021 | Q3 2021 | 3 |
Donald L. Hagan, LLC | 2 | 1 | 0.14% | 0.17% | 0.23% | Q3 2018 | Q2 2019 | 3 |
Hirtle Callaghan & Co LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.21% | 0.24% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Apeiron RIA LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
WMG Financial Advisors, LLC | 3 | 3 | 0.57% | 0.67% | 0.77% | Q2 2022 | Q4 2022 | 3 |
Kessler Investment Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Simplicity Solutions, LLC | 2 | 1 | 0.00% | 0.16% | 0.25% | Q2 2015 | Q4 2020 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Merriman Wealth Management, LLC | 2 | 2 | 0.37% | 0.48% | 0.59% | Q4 2017 | Q1 2018 | 2 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q1 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Visionary Wealth Advisors | 2 | 2 | 0.07% | 0.13% | 0.19% | Q4 2022 | Q1 2023 | 2 |
COMERICA SECURITIES INC | 2 | 2 | 0.26% | 0.28% | 0.29% | Q2 2014 | Q3 2014 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2016 | Q1 2017 | 2 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q2 2020 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q1 2023 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.68% | 0.73% | 0.77% | Q2 2023 | Q3 2023 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2017 | 2 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.07% | 0.26% | 0.46% | Q4 2017 | Q2 2018 | 2 |
BREITER CAPITAL MANAGEMENT INC | 2 | 2 | 1.54% | 1.60% | 1.66% | Q2 2018 | Q3 2018 | 2 |
HAYS ADVISORY LLC | 1 | 1 | 2.58% | 2.75% | 2.93% | Q3 2014 | Q1 2017 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 0.29% | 0.41% | 0.54% | Q4 2022 | Q1 2023 | 2 |
Walkner Condon Financial Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.08% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
WADE G W & INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q2 2020 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 1.97% | 2.08% | 2.20% | Q2 2014 | Q3 2014 | 2 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.43% | 0.48% | 0.52% | Q2 2016 | Q4 2016 | 2 |
Ameritas Investment Company, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Premia Global Advisors, LLC | 1 | 1 | 0.00% | 0.55% | 1.11% | Q2 2018 | Q1 2019 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.02% | 0.76% | 1.49% | Q2 2021 | Q3 2021 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.10% | 0.21% | 0.31% | Q4 2022 | Q1 2023 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Cypress Wealth Services, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2020 | Q2 2020 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Trexquant Investment LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Stanford Investment Group, Inc. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2015 | Q2 2015 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.08% | 0.16% | 0.24% | Q4 2021 | Q1 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q1 2017 | 2 |
Insight Advisors, LLC/ PA | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
IronBridge Private Wealth, LLC | 1 | 1 | 0.03% | 0.91% | 1.79% | Q4 2021 | Q3 2023 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Synergy Asset Management, LLC | 1 | 1 | 0.86% | 0.98% | 1.10% | Q1 2021 | Q3 2021 | 2 |
Truepoint, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.28% | 0.31% | 0.35% | Q2 2015 | Q3 2015 | 2 |
Main Management LLC | 2 | 2 | 1.24% | 1.38% | 1.53% | Q2 2015 | Q3 2015 | 2 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
CMC Financial Group | 1 | 1 | 1.60% | 1.60% | 1.60% | Q1 2021 | Q1 2021 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q1 2019 | Q1 2019 | 1 |
Kraft, Davis & Associates, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 2.15% | 2.15% | 2.15% | Q2 2021 | Q2 2021 | 1 |
NWAM LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2018 | Q2 2018 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2023 | Q2 2023 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Ruggie Capital Group | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2014 | Q4 2014 | 1 |
NORTHSTAR WEALTH PARTNERS LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2018 | Q2 2018 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
TRUST CO OF OKLAHOMA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2018 | Q4 2018 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
ABLE Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Monument Capital Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2015 | Q4 2015 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Advisor Resource Council | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2022 | Q3 2022 | 1 |
Ergawealth Advisors, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2022 | Q3 2022 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CX Institutional | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
RKL Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2017 | Q4 2017 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Triumph Capital Management | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Owen LaRue, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2014 | Q3 2014 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2018 | Q2 2018 | 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.