Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 46 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.02% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.08% | 0.16% | 0.30% | Q2 2013 | Q3 2023 | 42 |
SignalPoint Asset Management, LLC | 42 | 42 | 0.25% | 0.79% | 2.38% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 41 | 41 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 41 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 40 | 40 | 0.03% | 0.18% | 0.70% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.02% | 0.06% | 0.12% | Q3 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
JPMORGAN CHASE & CO | 31 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
PNC FINANCIAL SERVICES GROUP, INC. | 38 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
HOWE & RUSLING INC | 34 | 3 | 0.00% | 0.26% | 0.56% | Q2 2013 | Q3 2022 | 37 |
Regal Investment Advisors LLC | 15 | 1 | 0.04% | 0.26% | 0.70% | Q2 2013 | Q3 2023 | 37 |
Private Advisor Group, LLC | 37 | 37 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 37 |
Bartlett & Co. LLC | 22 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2023 | 37 |
UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
GOLDMAN SACHS GROUP INC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q2 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.01% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 35 |
Prospera Financial Services Inc | 12 | 1 | 0.05% | 0.25% | 0.48% | Q2 2013 | Q3 2023 | 35 |
STEPHENS INC /AR/ | 23 | 1 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 35 |
HighTower Advisors, LLC | 29 | 5 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.09% | 0.36% | Q4 2013 | Q3 2023 | 34 |
B. Riley Wealth Advisors, Inc. | 17 | 1 | 0.01% | 0.11% | 0.37% | Q2 2013 | Q3 2023 | 34 |
Cetera Advisors LLC | 21 | 12 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 33 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33 | 33 | 0.00% | 0.03% | 0.10% | Q1 2015 | Q1 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 33 |
Cetera Advisor Networks LLC | 32 | 32 | 0.01% | 0.04% | 0.12% | Q4 2015 | Q3 2023 | 32 |
Baird Financial Group, Inc. | 28 | 4 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.01% | 0.06% | 0.17% | Q4 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.04% | 0.14% | Q4 2015 | Q3 2023 | 31 |
CREDIT SUISSE AG/ | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.05% | 0.73% | 2.38% | Q2 2016 | Q3 2023 | 30 |
Creative Planning | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
NAVELLIER & ASSOCIATES INC | 6 | 1 | 0.01% | 1.10% | 4.34% | Q3 2012 | Q3 2023 | 29 |
Tortoise Investment Management, LLC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2019 | 29 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.02% | 0.10% | 0.22% | Q4 2016 | Q3 2023 | 28 |
AlphaMark Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
First Heartland Consultants, Inc. | 24 | 3 | 0.06% | 0.28% | 0.83% | Q2 2013 | Q4 2020 | 27 |
Koshinski Asset Management, Inc. | 16 | 2 | 0.06% | 0.12% | 0.21% | Q3 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2019 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.07% | 0.76% | Q4 2013 | Q1 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.07% | 0.24% | Q2 2017 | Q3 2023 | 26 |
Jacobi Capital Management LLC | 26 | 26 | 0.10% | 0.16% | 0.24% | Q2 2017 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q3 2019 | 26 |
Stratos Wealth Partners, LTD. | 15 | 11 | 0.01% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 26 |
Sigma Planning Corp | 15 | 11 | 0.01% | 0.05% | 0.13% | Q4 2016 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 19 | 7 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 26 |
Allworth Financial LP | 25 | 25 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.01% | 0.07% | Q1 2017 | Q3 2023 | 25 |
Hochman Cole Investment Advisors, Inc. | 24 | 24 | 0.18% | 2.96% | 4.30% | Q4 2015 | Q3 2021 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 24 |
Ballew Advisors, Inc | 24 | 24 | 0.95% | 1.42% | 2.29% | Q4 2017 | Q3 2023 | 24 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
RPg Family Wealth Advisory, LLC | 9 | 4 | 0.01% | 0.18% | 0.31% | Q4 2016 | Q3 2023 | 24 |
First Allied Advisory Services, Inc. | 24 | 24 | 0.01% | 0.05% | 0.14% | Q1 2014 | Q4 2019 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.08% | 0.20% | 0.58% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 24 |
OLD NATIONAL BANCORP /IN/ | 23 | 23 | 0.01% | 0.09% | 0.36% | Q2 2014 | Q4 2019 | 23 |
WHITTIER TRUST CO | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
BANK OF MONTREAL /CAN/ | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 23 |
WINTRUST INVESTMENTS LLC | 13 | 9 | 0.02% | 0.22% | 1.27% | Q2 2016 | Q1 2023 | 22 |
SUNTRUST BANKS INC | 18 | 4 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2019 | 22 |
HL FINANCIAL SERVICES LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2019 | 22 |
Certified Advisory Corp | 11 | 11 | 0.16% | 0.35% | 0.84% | Q4 2017 | Q3 2023 | 22 |
MGO ONE SEVEN LLC | 20 | 2 | 0.02% | 0.16% | 0.44% | Q4 2017 | Q3 2023 | 22 |
Vishria Bird Financial Group, LLC | 22 | 22 | 0.30% | 0.77% | 6.06% | Q2 2018 | Q3 2023 | 22 |
IHT Wealth Management, LLC | 14 | 2 | 0.01% | 0.17% | 0.74% | Q4 2016 | Q1 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 18 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
CWM, LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 21 |
SeaCrest Wealth Management, LLC | 12 | 9 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 21 |
Financial Enhancement Group LLC | 21 | 21 | 0.00% | 0.72% | 1.68% | Q4 2017 | Q4 2022 | 21 |
WEALTHSOURCE PARTNERS, LLC | 15 | 1 | 0.02% | 0.07% | 0.32% | Q1 2016 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 19 | 19 | 0.08% | 0.11% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Beaumont Financial Partners, LLC | 10 | 9 | 0.12% | 0.91% | 1.99% | Q2 2013 | Q3 2018 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.08% | 0.16% | 0.25% | Q4 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q4 2021 | 19 |
Pensionmark Financial Group, LLC | 14 | 5 | 0.07% | 0.11% | 0.14% | Q4 2018 | Q3 2023 | 19 |
First Horizon Advisors, Inc. | 8 | 1 | 0.00% | 0.06% | 0.77% | Q4 2015 | Q1 2023 | 19 |
DEUTSCHE BANK AG\ | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2021 | 18 |
Financial Architects, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2020 | 18 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11 | 7 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q4 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
WEDBUSH SECURITIES INC | 9 | 9 | 0.01% | 0.04% | 0.07% | Q3 2014 | Q2 2023 | 18 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q2 2017 | 17 |
RFG Advisory, LLC | 9 | 8 | 0.02% | 0.14% | 0.56% | Q1 2018 | Q3 2022 | 17 |
TFG Advisers LLC | 12 | 5 | 0.10% | 0.15% | 0.30% | Q4 2018 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Winslow, Evans & Crocker, Inc. | 15 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q4 2020 | 16 |
FIFTH THIRD BANCORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2022 | 16 |
Quad-Cities Investment Group, LLC | 10 | 6 | 0.12% | 0.29% | 0.66% | Q1 2018 | Q4 2022 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 0.42% | 0.91% | 2.41% | Q4 2017 | Q3 2023 | 16 |
ATWOOD & PALMER INC | 16 | 16 | 0.01% | 0.07% | 0.30% | Q3 2019 | Q2 2023 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2020 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 1 | 0.04% | 0.16% | 0.28% | Q4 2016 | Q1 2022 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.11% | 1.07% | 1.97% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Arkadios Wealth Advisors | 15 | 15 | 0.03% | 0.14% | 0.56% | Q4 2019 | Q2 2023 | 15 |
M&T BANK CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2019 | 15 |
Global Trust Asset Management, LLC | 12 | 1 | 0.00% | 0.09% | 0.29% | Q4 2017 | Q3 2023 | 15 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 15 |
IFC Holdings Incorporated/FL | 15 | 15 | 0.02% | 0.10% | 0.31% | Q2 2014 | Q4 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.10% | 0.24% | Q2 2016 | Q4 2019 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.04% | 0.07% | 0.17% | Q4 2019 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.66% | 0.82% | 0.99% | Q1 2018 | Q2 2023 | 15 |
Aptus Capital Advisors, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2018 | 15 |
Equitable Holdings, Inc. | 12 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
FDx Advisors, Inc. | 7 | 7 | 0.01% | 0.09% | 0.35% | Q2 2013 | Q2 2018 | 14 |
Cornerstone Wealth Management, LLC | 7 | 2 | 0.02% | 0.13% | 0.25% | Q2 2018 | Q3 2022 | 14 |
Stonebridge Financial Planning Group, LLC | 14 | 14 | 0.10% | 0.16% | 0.35% | Q4 2019 | Q1 2023 | 14 |
OneDigital Investment Advisors LLC | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Atria Investments, Inc | 6 | 1 | 0.02% | 0.06% | 0.16% | Q1 2014 | Q2 2022 | 14 |
BENJAMIN EDWARDS INC | 12 | 2 | 0.01% | 0.16% | 0.36% | Q1 2020 | Q3 2023 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.01% | 0.02% | 0.12% | Q2 2013 | Q4 2016 | 14 |
Kingsview Wealth Management, LLC | 6 | 2 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 14 |
Gradient Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.05% | 0.28% | Q4 2016 | Q1 2020 | 14 |
Avior Wealth Management, LLC | 9 | 4 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 13 |
Timber Hill LLC | 9 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2017 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Aveo Capital Partners, LLC | 9 | 4 | 0.05% | 0.33% | 0.76% | Q1 2019 | Q4 2022 | 13 |
Savior LLC | 11 | 2 | 0.15% | 2.43% | 4.27% | Q4 2019 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Risk Paradigm Group, LLC | 10 | 1 | 0.42% | 0.83% | 2.13% | Q1 2015 | Q4 2018 | 13 |
Sargent Investment Group, LLC | 12 | 1 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 13 |
Shamrock Asset Management LLC | 8 | 1 | 0.00% | 2.31% | 10.06% | Q4 2013 | Q3 2018 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.06% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.03% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
COMERICA SECURITIES INC | 8 | 2 | 0.04% | 0.12% | 0.33% | Q1 2014 | Q4 2018 | 13 |
DB Wealth Management Group, LLC | 12 | 12 | 0.23% | 0.96% | 1.41% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q1 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.01% | 0.06% | 0.31% | Q4 2020 | Q3 2023 | 12 |
NewSquare Capital LLC | 10 | 2 | 0.00% | 0.50% | 3.05% | Q3 2017 | Q2 2023 | 12 |
Institute for Wealth Management, LLC. | 11 | 1 | 0.06% | 0.14% | 0.18% | Q2 2017 | Q2 2020 | 12 |
Crumly & Associates Inc. | 11 | 1 | 1.38% | 2.80% | 6.11% | Q4 2019 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
MCF Advisors LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Ruggie Capital Group | 12 | 12 | 0.08% | 0.58% | 3.28% | Q1 2017 | Q4 2019 | 12 |
GREAT VALLEY ADVISOR GROUP, INC. | 11 | 1 | 0.04% | 0.14% | 0.22% | Q2 2020 | Q3 2023 | 12 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.14% | 0.59% | Q3 2015 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.13% | 0.20% | 0.30% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
FLOW TRADERS U.S. LLC | 7 | 2 | 0.00% | 0.05% | 0.23% | Q2 2020 | Q3 2023 | 12 |
COMERICA BANK | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
Laidlaw Wealth Management LLC | 11 | 11 | 0.04% | 0.07% | 0.11% | Q4 2020 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Brinker Capital Investments, LLC | 6 | 5 | 0.14% | 0.37% | 0.49% | Q2 2016 | Q2 2021 | 11 |
WASHINGTON TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
LINCOLN NATIONAL CORP | 6 | 2 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 11 |
Astor Investment Management LLC | 11 | 11 | 0.38% | 4.18% | 6.04% | Q1 2014 | Q3 2016 | 11 |
Laurel Wealth Advisors, Inc. | 11 | 11 | 0.05% | 0.08% | 0.12% | Q1 2017 | Q3 2019 | 11 |
FIFTH THIRD SECURITIES, INC. | 11 | 11 | 0.11% | 0.36% | 1.02% | Q3 2018 | Q1 2021 | 11 |
AlphaStar Capital Management, LLC | 8 | 3 | 0.02% | 0.26% | 0.60% | Q1 2018 | Q1 2022 | 11 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 11 | 0.02% | 0.07% | 0.13% | Q1 2015 | Q3 2017 | 11 |
Addison Advisors LLC | 10 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Southland Equity Partners LLC | 11 | 11 | 0.15% | 0.38% | 0.58% | Q1 2021 | Q3 2023 | 11 |
NATIONAL PLANNING CORP | 10 | 1 | 0.01% | 0.05% | 0.16% | Q4 2014 | Q3 2017 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q1 2016 | 11 |
Virtu KCG Holdings LLC | 5 | 1 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q2 2017 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 10 |
Transamerica Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.36% | 1.82% | Q3 2013 | Q3 2023 | 10 |
Fortress Wealth Group, LLC | 10 | 10 | 0.16% | 0.35% | 0.72% | Q2 2021 | Q3 2023 | 10 |
Simplicity Solutions, LLC | 8 | 2 | 0.03% | 0.36% | 1.60% | Q4 2014 | Q1 2019 | 10 |
Purus Wealth Management, LLC | 10 | 10 | 0.14% | 0.22% | 0.27% | Q2 2021 | Q3 2023 | 10 |
ACG Wealth | 9 | 1 | 0.04% | 0.15% | 0.27% | Q2 2017 | Q4 2019 | 10 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.06% | 0.30% | Q3 2019 | Q3 2023 | 10 |
Moloney Securities Asset Management, LLC | 5 | 1 | 0.04% | 0.06% | 0.10% | Q1 2018 | Q1 2022 | 10 |
RAYMOND JAMES TRUST N.A. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 10 |
Argent Trust Co | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Moors & Cabot, Inc. | 10 | 10 | 0.04% | 0.07% | 0.09% | Q3 2018 | Q4 2020 | 10 |
Fulcrum Equity Management | 6 | 1 | 0.30% | 1.71% | 3.34% | Q4 2019 | Q3 2023 | 10 |
BALDWIN BROTHERS LLC/MA | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2020 | 10 |
TrueWealth Advisors, LLC | 10 | 10 | 0.18% | 1.30% | 1.91% | Q2 2021 | Q3 2023 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
B. Riley Wealth Management, Inc. | 9 | 9 | 0.29% | 1.37% | 2.10% | Q1 2014 | Q1 2016 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
Cutter & CO Brokerage, Inc. | 9 | 9 | 0.08% | 0.20% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Financial Advocates Investment Management | 7 | 2 | 0.01% | 0.05% | 0.13% | Q3 2019 | Q3 2023 | 9 |
Eukles Asset Management | 9 | 9 | 0.00% | 0.41% | 0.98% | Q4 2018 | Q4 2020 | 9 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 9 |
FIRST TRUST ADVISORS LP | 7 | 2 | 0.00% | 0.23% | 1.02% | Q2 2013 | Q4 2019 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 9 |
Independent Advisor Alliance | 4 | 1 | 0.00% | 0.20% | 1.02% | Q1 2017 | Q3 2023 | 9 |
PFG Advisors | 6 | 3 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 9 |
Genesee Capital Advisors, LLC | 7 | 2 | 0.06% | 1.94% | 2.95% | Q4 2018 | Q1 2023 | 9 |
EPG Wealth Management LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 9 |
Kovack Advisors, Inc. | 3 | 1 | 0.03% | 0.10% | 0.18% | Q3 2016 | Q4 2021 | 9 |
AE Wealth Management LLC | 5 | 1 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 9 |
Sowell Financial Services LLC | 7 | 2 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q1 2021 | 9 |
Secure Asset Management, LLC | 8 | 1 | 0.28% | 0.69% | 1.81% | Q4 2019 | Q3 2023 | 9 |
Ameritas Investment Company, LLC | 6 | 1 | 0.02% | 0.05% | 0.11% | Q4 2018 | Q3 2021 | 9 |
Virtue Capital Management, LLC | 4 | 4 | 0.70% | 0.89% | 1.04% | Q4 2017 | Q4 2021 | 8 |
Concorde Asset Management, LLC | 8 | 8 | 0.27% | 0.44% | 0.77% | Q4 2014 | Q3 2016 | 8 |
Larson Financial Group LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 8 |
Argentus Capital Management, LLC | 6 | 2 | 0.01% | 0.05% | 0.11% | Q3 2014 | Q3 2016 | 8 |
SII INVESTMENTS INC/WI | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2015 | Q3 2017 | 8 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.06% | 0.18% | 0.24% | Q4 2019 | Q3 2023 | 8 |
MAI Capital Management | 8 | 8 | 0.01% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Total Clarity Wealth Management, Inc. | 6 | 1 | 0.03% | 0.21% | 0.44% | Q4 2019 | Q4 2022 | 8 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.05% | 0.30% | Q1 2015 | Q2 2023 | 8 |
Mutual Advisors, LLC | 6 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q4 2022 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.44% | 0.97% | 1.33% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 5 | 3 | 0.00% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
BBVA USA Bancshares, Inc. | 8 | 8 | 0.30% | 0.35% | 0.38% | Q2 2013 | Q1 2015 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
LBA Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 8 |
Outlook Wealth Advisors, LLC | 8 | 8 | 0.12% | 0.23% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Capital Wealth Alliance, LLC | 8 | 8 | 0.25% | 0.30% | 0.35% | Q1 2021 | Q4 2022 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 1.08% | 1.18% | 1.29% | Q4 2021 | Q3 2023 | 8 |
Accel Wealth Management | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 8 |
Johnson Financial Group, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 8 |
IFG Advisory, LLC | 5 | 2 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q1 2023 | 7 |
GABLES CAPITAL MANAGEMENT INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Gladstone Institutional Advisory LLC | 6 | 1 | 0.05% | 0.18% | 0.38% | Q2 2021 | Q1 2023 | 7 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 7 |
Venture Visionary Partners LLC | 6 | 1 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q4 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Freedom Investment Management, Inc. | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2015 | Q3 2016 | 7 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.06% | 0.33% | 0.58% | Q4 2014 | Q3 2016 | 7 |
Choice Wealth Advisors, LLC | 5 | 2 | 0.72% | 1.08% | 1.46% | Q4 2021 | Q3 2023 | 7 |
Clarus Wealth Advisors | 7 | 7 | 0.01% | 0.13% | 0.27% | Q2 2018 | Q4 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.07% | 0.18% | 0.29% | Q2 2013 | Q4 2014 | 7 |
Sound Income Strategies, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q1 2021 | 7 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.64% | 1.08% | Q4 2017 | Q2 2019 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 7 |
IronBridge Private Wealth, LLC | 5 | 1 | 0.00% | 1.06% | 5.27% | Q4 2020 | Q3 2023 | 7 |
Bogart Wealth, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2020 | 7 |
F-Squared Investment Management, LLC | 6 | 1 | 3.76% | 7.00% | 11.83% | Q3 2013 | Q2 2015 | 7 |
Capital Asset Advisory Services LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 7 |
Integrated Wealth Concepts LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MUFG Americas Holdings Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Sequoia Wealth Management, LLC | 6 | 1 | 0.25% | 0.61% | 0.81% | Q4 2017 | Q3 2019 | 7 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2023 | 7 |
Key Client Fiduciary Advisors, LLC | 7 | 7 | 1.07% | 1.74% | 2.24% | Q4 2021 | Q2 2023 | 7 |
REGIONS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Advisory Alpha, LLC | 6 | 6 | 0.00% | 1.20% | 1.79% | Q4 2017 | Q1 2019 | 6 |
Beacon Pointe Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Concentrum Wealth Management | 6 | 6 | 1.19% | 1.44% | 1.67% | Q4 2021 | Q1 2023 | 6 |
D.B. Root & Company, LLC | 3 | 1 | 0.08% | 0.38% | 0.67% | Q4 2017 | Q1 2022 | 6 |
Private Advisory Group LLC | 5 | 1 | 0.07% | 0.13% | 0.16% | Q1 2021 | Q1 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WMG Financial Advisors, LLC | 6 | 6 | 0.18% | 0.68% | 1.13% | Q4 2021 | Q1 2023 | 6 |
StoneX Group Inc. | 4 | 2 | 0.08% | 0.13% | 0.24% | Q3 2019 | Q4 2021 | 6 |
IMA Wealth, Inc. | 6 | 6 | 0.84% | 1.31% | 1.45% | Q4 2015 | Q1 2017 | 6 |
Comprehensive Financial Consultants Institutional, Inc. | 6 | 6 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q1 2023 | 6 |
CreativeOne Wealth, LLC | 5 | 1 | 0.02% | 0.09% | 0.39% | Q2 2019 | Q3 2023 | 6 |
Nachman Norwood & Parrott, Inc | 5 | 1 | 0.01% | 0.04% | 0.05% | Q4 2018 | Q3 2020 | 6 |
HAYS ADVISORY LLC | 4 | 1 | 1.03% | 1.84% | 3.88% | Q2 2013 | Q2 2018 | 6 |
Madden Advisory Services, Inc. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q1 2017 | 6 |
CEDAR CAPITAL, LLC | 4 | 1 | 0.10% | 0.12% | 0.13% | Q3 2016 | Q3 2018 | 6 |
Flaharty Asset Management, LLC | 6 | 6 | 0.31% | 0.42% | 0.54% | Q4 2021 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
CoreCap Advisors, LLC | 5 | 5 | 0.04% | 0.11% | 0.27% | Q4 2021 | Q4 2022 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.02% | 0.09% | Q1 2022 | Q3 2023 | 5 |
Holistic Financial Partners | 5 | 5 | 0.16% | 0.95% | 2.10% | Q1 2021 | Q1 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
LVZ, Inc. | 3 | 2 | 0.13% | 1.27% | 3.00% | Q4 2013 | Q3 2018 | 5 |
O'Dell Group, LLC | 2 | 1 | 0.02% | 2.90% | 4.49% | Q3 2019 | Q2 2023 | 5 |
Foresight Wealth Management, LLC | 5 | 5 | 0.14% | 0.22% | 0.35% | Q4 2018 | Q4 2019 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
SIGNATUREFD, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 5 |
Belpointe Asset Management LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q1 2023 | 5 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.09% | 0.42% | Q1 2015 | Q3 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.07% | 0.08% | 0.11% | Q4 2018 | Q4 2019 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.03% | 0.10% | 0.15% | Q1 2019 | Q3 2020 | 5 |
ADVISOR PARTNERS LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q4 2018 | 5 |
Smart Portfolios, LLC | 5 | 5 | 2.30% | 3.96% | 5.71% | Q3 2016 | Q3 2017 | 5 |
CX Institutional | 3 | 1 | 0.01% | 0.06% | 0.13% | Q3 2018 | Q3 2023 | 5 |
FormulaFolio Investments, LLC | 5 | 5 | 0.47% | 0.58% | 0.67% | Q4 2017 | Q4 2018 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q1 2017 | Q1 2018 | 5 |
PCG Wealth Advisors, LLC | 5 | 5 | 0.13% | 0.58% | 0.87% | Q4 2021 | Q4 2022 | 5 |
IBEX WEALTH ADVISORS | 4 | 1 | 0.10% | 0.24% | 0.57% | Q2 2021 | Q4 2022 | 5 |
Dorsey Wright & Associates | 4 | 1 | 0.03% | 0.13% | 0.39% | Q1 2014 | Q3 2019 | 5 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 5 |
Advisors Preferred, LLC | 2 | 1 | 0.05% | 0.12% | 0.18% | Q4 2013 | Q2 2018 | 5 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.41% | 0.57% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Privium Fund Management (UK) Ltd | 4 | 4 | 0.90% | 1.21% | 1.36% | Q4 2022 | Q3 2023 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Heritage Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.21% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.00% | 0.36% | 1.27% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.07% | 0.13% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Leelyn Smith, LLC | 2 | 1 | 0.12% | 0.13% | 0.16% | Q2 2021 | Q1 2023 | 4 |
WealthShield Partners, LLC | 3 | 1 | 0.00% | 0.08% | 0.24% | Q4 2017 | Q1 2019 | 4 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 0.09% | 0.19% | 0.40% | Q2 2022 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.44% | 0.77% | Q4 2014 | Q3 2017 | 4 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 4 |
Lineweaver Wealth Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q1 2022 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.29% | 0.54% | 0.74% | Q4 2018 | Q3 2019 | 4 |
SECURITY NATIONAL TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Cavalier Investments, LLC | 3 | 1 | 0.16% | 4.36% | 16.95% | Q3 2015 | Q3 2017 | 4 |
Apeiron RIA LLC | 3 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q3 2023 | 4 |
PARK AVENUE SECURITIES LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
TOWER TRUST Co | 4 | 4 | 2.73% | 2.84% | 2.95% | Q2 2013 | Q1 2014 | 4 |
SEARCY FINANCIAL SERVICES INC /ADV | 4 | 4 | 4.52% | 5.99% | 8.40% | Q2 2021 | Q1 2022 | 4 |
HM PAYSON & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
CLEAR INVESTMENT RESEARCH, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
First Command Financial Services, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 4 |
HUNTINGTON NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 4 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
BREITER CAPITAL MANAGEMENT INC | 3 | 1 | 1.20% | 1.25% | 1.36% | Q1 2018 | Q1 2019 | 4 |
TUCKER ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 4 |
Waterfront Wealth Inc. | 4 | 4 | 0.11% | 0.14% | 0.16% | Q2 2021 | Q1 2022 | 4 |
National Wealth Management Group, LLC | 3 | 1 | 0.24% | 0.51% | 0.86% | Q4 2021 | Q4 2022 | 4 |
STRATEGIC WEALTH MANAGEMENT INC | 4 | 4 | 3.37% | 4.75% | 6.66% | Q4 2016 | Q3 2017 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 4 |
Nelson Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
GIRARD SECURITIES, INC. | 3 | 3 | 0.29% | 0.32% | 0.35% | Q1 2017 | Q3 2017 | 3 |
Gateway Advisory, LLC | 3 | 3 | 1.13% | 1.51% | 1.72% | Q2 2019 | Q4 2019 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
COMERICA SECURITIES,INC. | 3 | 3 | 0.03% | 0.05% | 0.09% | Q1 2019 | Q3 2019 | 3 |
Well Done, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q4 2018 | 3 |
Allegis Investment Advisors, LLC | 2 | 1 | 0.00% | 0.26% | 0.66% | Q4 2015 | Q1 2017 | 3 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.00% | 0.72% | 1.11% | Q3 2019 | Q4 2022 | 3 |
Madrona Financial Services, LLC | 3 | 3 | 2.38% | 2.61% | 2.95% | Q2 2019 | Q4 2019 | 3 |
COMMUNITY BANK SYSTEM, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
BlackRock Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 3 |
BKS ADVISORS, LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q4 2015 | Q2 2016 | 3 |
Summit Financial Wealth Advisors, LLC | 3 | 3 | 0.07% | 0.09% | 0.13% | Q4 2014 | Q2 2015 | 3 |
BROWN BROTHERS HARRIMAN & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
WealthBridge Capital Management, LLC | 2 | 1 | 0.04% | 0.05% | 0.08% | Q4 2018 | Q1 2023 | 3 |
Liberty Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Hirtle Callaghan & Co LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
SevenBridge Financial Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
Harvest Investment Services, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.19% | 0.55% | Q3 2015 | Q1 2023 | 3 |
Claraphi Advisory Network, LLC | 3 | 3 | 0.00% | 0.19% | 0.29% | Q3 2019 | Q1 2020 | 3 |
Andesa Financial Management Inc. | 2 | 1 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q4 2022 | 3 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.27% | 0.62% | Q2 2015 | Q2 2021 | 3 |
Glassman Wealth Services | 3 | 3 | 0.01% | 0.07% | 0.10% | Q2 2018 | Q4 2018 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.60% | 0.97% | 1.35% | Q2 2022 | Q1 2023 | 3 |
FIRST INTERSTATE BANK | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2019 | 3 |
Donald L. Hagan, LLC | 1 | 1 | 0.26% | 0.40% | 0.59% | Q2 2018 | Q2 2019 | 3 |
SFI Advisors, LLC | 3 | 3 | 3.84% | 3.99% | 4.15% | Q1 2023 | Q3 2023 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 2.82% | 2.94% | 3.11% | Q3 2013 | Q1 2014 | 3 |
Vestmark Advisory Solutions, Inc. | 2 | 1 | 0.03% | 0.13% | 0.28% | Q2 2022 | Q3 2023 | 3 |
TSFG, LLC | 3 | 3 | 0.00% | 0.16% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Itau Unibanco Holding S.A. | 3 | 3 | 0.03% | 0.18% | 0.36% | Q3 2016 | Q1 2017 | 3 |
VSR Financial Services, Inc. | 1 | 1 | 0.09% | 0.10% | 0.13% | Q2 2013 | Q2 2015 | 3 |
Salomon & Ludwin, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
First Command Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q2 2018 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q3 2015 | Q4 2016 | 3 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q1 2019 | 2 |
Asset Planning Services, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.00% | 0.08% | 0.16% | Q4 2022 | Q1 2023 | 2 |
FOUNDERS BANK & TRUST | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Hayden Royal, LLC | 2 | 2 | 0.19% | 0.22% | 0.26% | Q4 2019 | Q1 2020 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.17% | 0.24% | 0.32% | Q4 2016 | Q1 2017 | 2 |
SPC Financial, Inc. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q3 2019 | Q4 2019 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Blueprint Investment Partners LLC | 2 | 2 | 0.10% | 0.22% | 0.34% | Q3 2022 | Q4 2022 | 2 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q1 2022 | 2 |
JUNCTURE WEALTH STRATEGIES, LLC | 2 | 2 | 0.14% | 0.62% | 1.10% | Q2 2018 | Q3 2018 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Segment Wealth Management, LLC | 2 | 2 | 0.16% | 0.27% | 0.38% | Q3 2017 | Q4 2017 | 2 |
Walleye Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
ODonnell Financial Services, LLC | 2 | 2 | 1.05% | 1.47% | 1.88% | Q4 2021 | Q1 2022 | 2 |
Optas, LLC | 2 | 2 | 0.32% | 0.43% | 0.53% | Q4 2019 | Q1 2020 | 2 |
Horizon Investments, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 3.28% | 6.56% | Q4 2021 | Q4 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 2 |
PURSUE WEALTH PARTNERS LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Wealth & Pension Services Group, Inc. | 2 | 2 | 0.25% | 0.25% | 0.25% | Q2 2019 | Q3 2019 | 2 |
American Institute for Advanced Investment Management, LLP | 2 | 2 | 0.55% | 0.96% | 1.36% | Q4 2019 | Q1 2020 | 2 |
Capital Wealth Planning, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.62% | 1.24% | Q1 2020 | Q3 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Montz Harcus Wealth Management LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 0.53% | 1.13% | 1.73% | Q4 2016 | Q1 2017 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 2 |
Marks Wealth, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q3 2019 | Q4 2019 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.69% | 0.87% | 1.05% | Q2 2013 | Q4 2013 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.47% | 0.54% | 0.60% | Q4 2022 | Q1 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.39% | 0.40% | 0.41% | Q1 2021 | Q2 2021 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.10% | 0.12% | 0.14% | Q4 2015 | Q3 2016 | 2 |
Visionary Wealth Advisors | 2 | 2 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.10% | 0.19% | Q4 2018 | Q3 2019 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 2 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
WESPAC Advisors, LLC | 1 | 1 | 2.28% | 2.28% | 2.28% | Q2 2015 | Q2 2015 | 1 |
tru Independence LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Signify Wealth | 1 | 1 | 4.07% | 4.07% | 4.07% | Q4 2021 | Q4 2021 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Empowered Funds, LLC | 1 | 1 | 3.07% | 3.07% | 3.07% | Q2 2021 | Q2 2021 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2021 | Q4 2021 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
HOWARD FINANCIAL SERVICES, LTD. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Atlas Wealth LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2013 | Q4 2013 | 1 |
XR Securities LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Catalyst Wealth Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Aspen Investment Management Inc | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2015 | Q4 2015 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 2.79% | 2.79% | 2.79% | Q1 2023 | Q1 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
CMC Financial Group | 1 | 1 | 1.59% | 1.59% | 1.59% | Q2 2021 | Q2 2021 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2015 | Q2 2015 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q2 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q3 2019 | Q3 2019 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Bank OZK | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
COLUMBIA ADVISORY PARTNERS LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ergawealth Advisors, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q4 2015 | 1 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2019 | Q4 2019 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 2.20% | 2.20% | 2.20% | Q4 2021 | Q4 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2015 | Q4 2015 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2015 | Q4 2015 | 1 |
55I, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 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.