Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
SignalPoint Asset Management, LLC | 42 | 42 | 0.22% | 0.83% | 2.33% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Main Management LLC | 34 | 3 | 0.14% | 0.17% | 0.20% | Q2 2013 | Q3 2023 | 40 |
STEPHENS INC /AR/ | 40 | 40 | 0.01% | 0.04% | 0.13% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 22 | 6 | 0.01% | 0.06% | 0.16% | Q3 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 39 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 38 | 38 | 0.02% | 0.35% | 1.19% | Q2 2014 | Q3 2023 | 38 |
GOLDMAN SACHS GROUP INC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q3 2023 | 38 |
Regal Investment Advisors LLC | 13 | 1 | 0.05% | 0.17% | 0.63% | Q2 2013 | Q3 2023 | 37 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
HighTower Advisors, LLC | 13 | 11 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 28 | 3 | 0.00% | 0.07% | 0.37% | Q2 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Tortoise Investment Management, LLC | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2021 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 36 |
Transamerica Financial Advisors, Inc. | 28 | 1 | 0.00% | 0.45% | 1.76% | Q4 2013 | Q3 2023 | 34 |
D.A. DAVIDSON & CO. | 22 | 12 | 0.00% | 0.04% | 0.13% | Q3 2014 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 34 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.13% | 0.35% | Q4 2013 | Q3 2023 | 34 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q3 2023 | 32 |
Prospera Financial Services Inc | 13 | 2 | 0.01% | 0.16% | 0.44% | Q2 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 29 | 2 | 0.00% | 0.01% | 0.10% | Q1 2015 | Q1 2023 | 31 |
NAVELLIER & ASSOCIATES INC | 8 | 1 | 0.01% | 1.30% | 4.48% | Q3 2012 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 29 |
Baird Financial Group, Inc. | 28 | 1 | 0.00% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 29 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.02% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 28 |
CWM, LLC | 19 | 1 | 0.00% | 0.15% | 0.36% | Q2 2016 | Q3 2023 | 28 |
BANK OF MONTREAL /CAN/ | 26 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
Winslow, Evans & Crocker, Inc. | 20 | 8 | 0.00% | 0.03% | 0.16% | Q4 2013 | Q4 2020 | 28 |
Cambridge Investment Research Advisors, Inc. | 13 | 3 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 28 |
JPMORGAN CHASE & CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 27 |
JANE STREET GROUP, LLC | 7 | 2 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2019 | 26 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 11 | 0.00% | 0.03% | 0.11% | Q4 2016 | Q3 2023 | 26 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 26 |
NewEdge Advisors, LLC | 13 | 12 | 0.01% | 0.34% | 0.98% | Q4 2016 | Q3 2023 | 25 |
FIFTH THIRD BANCORP | 22 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 24 |
Focused Wealth Management, Inc | 24 | 24 | 0.00% | 0.03% | 0.40% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 24 |
RPg Family Wealth Advisory, LLC | 9 | 1 | 0.01% | 0.19% | 0.52% | Q1 2016 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 22 | 1 | 0.00% | 0.13% | 0.65% | Q2 2017 | Q2 2023 | 23 |
Quad-Cities Investment Group, LLC | 14 | 8 | 0.20% | 0.38% | 0.99% | Q1 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 18 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 22 |
CREDIT SUISSE AG/ | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2019 | 22 |
Stratos Wealth Partners, LTD. | 11 | 4 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 22 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.12% | 0.25% | Q2 2014 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 21 |
Beaumont Financial Partners, LLC | 9 | 4 | 0.03% | 0.73% | 1.99% | Q2 2013 | Q2 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
FIRST TRUST ADVISORS LP | 11 | 1 | 0.00% | 0.97% | 1.71% | Q2 2013 | Q3 2023 | 20 |
CENTAURUS FINANCIAL, INC. | 9 | 3 | 0.01% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
NewSquare Capital LLC | 11 | 1 | 0.00% | 2.40% | 3.80% | Q4 2016 | Q3 2023 | 20 |
SPC Financial, Inc. | 11 | 8 | 0.08% | 0.19% | 0.38% | Q4 2016 | Q3 2023 | 19 |
HL FINANCIAL SERVICES LLC | 11 | 3 | 0.00% | 0.07% | 0.18% | Q1 2014 | Q1 2019 | 19 |
CAPTRUST FINANCIAL ADVISORS | 10 | 9 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q2 2022 | 19 |
OPPENHEIMER & CO INC | 10 | 9 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 19 |
O'Dell Group, LLC | 11 | 8 | 4.22% | 5.50% | 6.64% | Q4 2016 | Q3 2023 | 19 |
MinichMacGregor Wealth Management, LLC | 11 | 8 | 1.05% | 1.44% | 1.88% | Q4 2016 | Q3 2023 | 19 |
Capital Investment Advisory Services, LLC | 16 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
SeaCrest Wealth Management, LLC | 12 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 19 |
Cornerstone Wealth Management, LLC | 6 | 2 | 0.03% | 0.06% | 0.16% | Q2 2017 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
ATWOOD & PALMER INC | 11 | 8 | 0.00% | 0.19% | 0.30% | Q4 2016 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Global Retirement Partners, LLC | 8 | 3 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 18 |
US BANCORP \DE\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 17 |
Astor Investment Management LLC | 9 | 8 | 0.25% | 1.36% | 2.71% | Q1 2014 | Q2 2018 | 17 |
Kovack Advisors, Inc. | 8 | 1 | 0.03% | 0.06% | 0.10% | Q4 2016 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Well Done, LLC | 14 | 1 | 0.02% | 0.13% | 0.17% | Q1 2018 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.18% | 0.44% | 1.31% | Q4 2019 | Q3 2023 | 16 |
Gateway Advisory, LLC | 7 | 4 | 0.16% | 1.05% | 2.56% | Q1 2017 | Q3 2023 | 16 |
Fulcrum Equity Management | 5 | 3 | 0.01% | 2.92% | 8.72% | Q1 2019 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.28% | 0.33% | 0.50% | Q1 2018 | Q2 2023 | 15 |
HAYS ADVISORY LLC | 9 | 6 | 0.06% | 1.53% | 3.38% | Q4 2013 | Q2 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.15% | Q2 2016 | Q4 2019 | 15 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.02% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 15 |
LifePlan Financial Group, Inc | 15 | 15 | 0.02% | 0.14% | 0.21% | Q1 2017 | Q3 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
NEXT Financial Group, Inc | 5 | 1 | 0.00% | 0.01% | 0.08% | Q2 2014 | Q4 2021 | 14 |
Risk Paradigm Group, LLC | 12 | 2 | 0.43% | 0.85% | 1.93% | Q1 2015 | Q4 2018 | 14 |
First Allied Advisory Services, Inc. | 11 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2019 | 14 |
SUNTRUST BANKS INC | 7 | 7 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q4 2018 | 14 |
BAROMETER CAPITAL MANAGEMENT INC. | 6 | 1 | 0.16% | 0.32% | 0.60% | Q4 2013 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 14 |
PRIVATE TRUST CO NA | 6 | 3 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 14 |
MGO ONE SEVEN LLC | 11 | 1 | 0.02% | 0.19% | 0.34% | Q4 2017 | Q3 2023 | 14 |
Sigma Planning Corp | 10 | 1 | 0.02% | 0.08% | 0.22% | Q2 2015 | Q1 2023 | 14 |
Advisors Preferred, LLC | 4 | 1 | 0.00% | 0.10% | 0.90% | Q4 2013 | Q2 2023 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 13 |
Realta Investment Advisors | 11 | 2 | 0.00% | 0.11% | 0.15% | Q1 2019 | Q3 2023 | 13 |
WHITTIER TRUST CO OF NEVADA INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
WESPAC Advisors, LLC | 7 | 1 | 0.12% | 0.77% | 2.34% | Q4 2013 | Q3 2021 | 13 |
WEDBUSH SECURITIES INC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q2 2022 | 13 |
StoneX Group Inc. | 6 | 3 | 0.12% | 0.30% | 0.50% | Q2 2017 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
AMERIPRISE FINANCIAL INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.03% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 13 |
DB Wealth Management Group, LLC | 12 | 12 | 0.46% | 0.59% | 0.74% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.68% | 0.74% | 0.81% | Q4 2020 | Q3 2023 | 12 |
Secure Asset Management, LLC | 10 | 2 | 0.10% | 0.59% | 2.17% | Q4 2019 | Q1 2023 | 12 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2019 | 12 |
AE Wealth Management LLC | 11 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 12 |
Claro Advisors LLC | 11 | 1 | 0.07% | 0.13% | 0.31% | Q4 2018 | Q3 2023 | 12 |
Sunbelt Securities, Inc. | 8 | 1 | 0.00% | 0.10% | 0.30% | Q4 2016 | Q3 2023 | 12 |
Virtu Financial LLC | 5 | 1 | 0.01% | 0.16% | 0.42% | Q2 2014 | Q1 2019 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
FIRST FINANCIAL CORP /IN/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
TSFG, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
WFG Advisors, LP | 11 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q2 2017 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
TriaGen Wealth Management LLC | 11 | 11 | 0.48% | 0.82% | 1.03% | Q1 2021 | Q3 2023 | 11 |
SG Americas Securities, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2017 | 11 |
Asset Dedication, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 11 |
Snowden Capital Advisors LLC | 8 | 3 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 11 |
FDx Advisors, Inc. | 6 | 2 | 0.01% | 0.10% | 0.37% | Q2 2013 | Q1 2018 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Southland Equity Partners LLC | 11 | 11 | 0.14% | 0.28% | 0.52% | Q1 2021 | Q3 2023 | 11 |
MSI Financial Services Inc | 11 | 11 | 0.00% | 0.07% | 0.68% | Q2 2014 | Q4 2016 | 11 |
Laidlaw Wealth Management LLC | 7 | 4 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Wagner Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
First Horizon Advisors, Inc. | 6 | 1 | 0.00% | 0.34% | 1.47% | Q4 2013 | Q4 2019 | 11 |
Allworth Financial LP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
OneDigital Investment Advisors LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Hochman Cole Investment Advisors, Inc. | 6 | 1 | 0.11% | 0.12% | 0.14% | Q3 2018 | Q3 2021 | 11 |
Virtue Capital Management, LLC | 4 | 1 | 0.11% | 0.91% | 1.70% | Q4 2017 | Q3 2023 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.10% | 0.18% | Q1 2021 | Q3 2023 | 10 |
Outlook Wealth Advisors, LLC | 10 | 10 | 0.09% | 0.24% | 0.33% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Advisory Group, Inc. | 5 | 2 | 0.02% | 0.13% | 0.56% | Q4 2013 | Q4 2016 | 10 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.05% | 0.13% | Q4 2014 | Q1 2018 | 10 |
Accel Wealth Management | 10 | 10 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q1 2023 | 10 |
Meridian Wealth Management, LLC | 7 | 3 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 10 |
TUCKER ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Freedom Investment Management, Inc. | 10 | 10 | 0.02% | 0.04% | 0.08% | Q2 2014 | Q3 2016 | 10 |
Jaffetilchin Investment Partners, LLC | 4 | 2 | 0.02% | 0.22% | 0.85% | Q3 2014 | Q2 2023 | 10 |
WINTRUST INVESTMENTS LLC | 10 | 10 | 0.06% | 0.12% | 0.18% | Q3 2016 | Q4 2018 | 10 |
EP Wealth Advisors, LLC | 7 | 3 | 0.02% | 0.14% | 0.38% | Q2 2017 | Q4 2019 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
IFG Advisory, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Commonwealth Equity Services, Inc | 5 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2017 | 9 |
Milestone Advisory Partners | 9 | 9 | 0.20% | 0.24% | 0.26% | Q4 2017 | Q4 2019 | 9 |
AlphaStar Capital Management, LLC | 9 | 9 | 0.06% | 0.23% | 0.53% | Q1 2018 | Q1 2020 | 9 |
Shamrock Asset Management LLC | 4 | 1 | 0.00% | 3.11% | 11.10% | Q4 2013 | Q2 2018 | 9 |
Atria Investments, Inc | 9 | 9 | 0.02% | 0.05% | 0.07% | Q2 2016 | Q2 2018 | 9 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.00% | 0.28% | 0.54% | Q4 2017 | Q3 2021 | 9 |
Pinnacle Family Advisors, LLC | 8 | 1 | 0.18% | 0.52% | 1.59% | Q4 2019 | Q1 2023 | 9 |
FOUNDERS FINANCIAL SECURITIES LLC | 8 | 1 | 0.12% | 0.22% | 0.26% | Q4 2016 | Q1 2021 | 9 |
Virtu KCG Holdings LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q2 2017 | 9 |
Royal Fund Management, LLC | 7 | 2 | 0.00% | 0.06% | 0.27% | Q4 2016 | Q4 2019 | 9 |
Horizon Investments, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2021 | 9 |
SkyOak Wealth, LLC | 9 | 9 | 0.14% | 0.28% | 1.15% | Q4 2019 | Q4 2021 | 9 |
EPG Wealth Management LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 9 |
BECK CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.32% | 0.56% | 0.72% | Q4 2013 | Q4 2015 | 9 |
Bank of New York Mellon Corp | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 9 |
Crumly & Associates Inc. | 9 | 9 | 0.13% | 1.80% | 2.55% | Q3 2021 | Q3 2023 | 9 |
QUADRANT CAPITAL GROUP LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
Paragon Private Wealth Management, LLC | 8 | 8 | 1.18% | 1.33% | 1.47% | Q4 2021 | Q3 2023 | 8 |
Purus Wealth Management, LLC | 8 | 8 | 0.52% | 0.65% | 0.76% | Q4 2021 | Q3 2023 | 8 |
MAI Capital Management | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FAS Wealth Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Gladstone Institutional Advisory LLC | 7 | 1 | 0.02% | 0.14% | 0.30% | Q2 2021 | Q3 2023 | 8 |
Colonial River Wealth Management, LLC | 8 | 8 | 0.15% | 0.18% | 0.24% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
M&T BANK CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 1.49% | 1.61% | 1.74% | Q4 2021 | Q3 2023 | 8 |
PFG Advisors | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 6 | 2 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 8 |
D.B. Root & Company, LLC | 4 | 4 | 0.26% | 0.35% | 0.68% | Q4 2017 | Q4 2019 | 8 |
True Link Financial Advisors, LLC | 8 | 8 | 0.00% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.28% | 0.77% | 1.16% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 8 |
IMA Wealth, Inc. | 8 | 8 | 1.22% | 1.30% | 1.40% | Q4 2013 | Q3 2015 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.03% | 0.43% | 0.61% | Q4 2021 | Q3 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Argentus Capital Management, LLC | 5 | 2 | 0.00% | 0.09% | 0.23% | Q3 2014 | Q3 2016 | 7 |
Dorsey Wright & Associates | 7 | 7 | 0.26% | 0.40% | 0.59% | Q1 2017 | Q3 2018 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.06% | 0.89% | 1.20% | Q2 2022 | Q3 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.14% | 0.46% | Q3 2015 | Q1 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Capital Asset Advisory Services LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 7 |
Financial Advocates Investment Management | 5 | 2 | 0.06% | 0.12% | 0.22% | Q1 2021 | Q1 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.11% | 0.23% | Q2 2013 | Q4 2014 | 7 |
Johnson Financial Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
WEALTHSOURCE PARTNERS, LLC | 5 | 2 | 0.04% | 0.09% | 0.13% | Q1 2017 | Q2 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 7 |
Lloyd Advisory Services, LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 3 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 7 |
Canal Capital Management, LLC | 7 | 7 | 0.18% | 0.19% | 0.20% | Q1 2017 | Q3 2018 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Global Financial Private Capital, Inc | 6 | 6 | 0.03% | 0.08% | 0.12% | Q1 2017 | Q2 2018 | 6 |
RFG Advisory, LLC | 6 | 6 | 0.01% | 0.13% | 0.26% | Q2 2022 | Q3 2023 | 6 |
BBVA USA Bancshares, Inc. | 6 | 6 | 0.32% | 0.36% | 0.38% | Q4 2013 | Q1 2015 | 6 |
Sterling Manor Financial, LLC | 5 | 1 | 0.19% | 2.29% | 5.57% | Q4 2020 | Q1 2023 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
Wealthfront Advisers LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
BKS ADVISORS, LLC | 6 | 6 | 1.58% | 2.14% | 2.56% | Q4 2017 | Q1 2019 | 6 |
Retirement Planning Group, LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
OLD NATIONAL BANCORP /IN/ | 6 | 6 | 0.03% | 0.05% | 0.09% | Q2 2014 | Q3 2015 | 6 |
Western Wealth Management, LLC | 4 | 2 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2022 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Bellwether Investment Group, LLC | 5 | 1 | 0.01% | 1.40% | 2.41% | Q2 2016 | Q4 2017 | 6 |
FIFTH THIRD SECURITIES, INC. | 3 | 1 | 0.06% | 0.14% | 0.23% | Q1 2019 | Q1 2021 | 6 |
HFG Advisors, Inc. | 6 | 6 | 0.85% | 0.92% | 0.97% | Q2 2022 | Q3 2023 | 6 |
Holloway Wealth Management, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q1 2022 | 5 |
Janney Capital Management LLC | 5 | 5 | 0.10% | 0.15% | 0.19% | Q2 2013 | Q2 2014 | 5 |
First Heartland Consultants, Inc. | 4 | 1 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q4 2014 | 5 |
B. Riley Wealth Management, Inc. | 4 | 1 | 0.06% | 0.60% | 1.44% | Q1 2014 | Q4 2020 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.09% | 0.15% | 0.28% | Q4 2021 | Q4 2022 | 5 |
Eudaimonia Partners, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.06% | 0.18% | Q2 2015 | Q3 2023 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q3 2014 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q1 2019 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 0.38% | 0.46% | 0.52% | Q4 2021 | Q4 2022 | 5 |
CX Institutional | 3 | 1 | 0.00% | 0.16% | 0.32% | Q3 2021 | Q3 2023 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 2 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 5 |
Global Trust Asset Management, LLC | 4 | 1 | 0.00% | 0.05% | 0.17% | Q3 2018 | Q3 2022 | 5 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 5 |
Kesler, Norman & Wride, LLC | 5 | 5 | 0.20% | 0.26% | 0.29% | Q3 2022 | Q3 2023 | 5 |
INVESTMENT CENTERS OF AMERICA INC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q2 2014 | Q2 2015 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.01% | 0.41% | 1.95% | Q3 2015 | Q2 2017 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.30% | 0.60% | 1.35% | Q4 2020 | Q3 2023 | 5 |
CEDAR CAPITAL, LLC | 4 | 1 | 0.11% | 0.12% | 0.14% | Q3 2016 | Q3 2018 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 1 | 0.12% | 0.15% | 0.17% | Q4 2016 | Q4 2021 | 5 |
National Wealth Management Group, LLC | 5 | 5 | 0.24% | 0.86% | 2.08% | Q4 2021 | Q4 2022 | 5 |
IFC Holdings Incorporated/FL | 5 | 5 | 0.09% | 0.23% | 0.40% | Q4 2016 | Q4 2017 | 5 |
BLAIR WILLIAM & CO/IL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2023 | 4 |
SII INVESTMENTS INC/WI | 3 | 1 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q2 2016 | 4 |
Advisory Alpha, LLC | 4 | 4 | 0.00% | 0.57% | 1.27% | Q4 2017 | Q3 2018 | 4 |
Marks Wealth, LLC | 3 | 1 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q1 2022 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.69% | 0.71% | 0.74% | Q4 2022 | Q3 2023 | 4 |
G&S Capital LLC | 4 | 4 | 2.28% | 2.59% | 3.23% | Q4 2017 | Q3 2018 | 4 |
Alexandria Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.00% | 0.15% | 0.57% | Q4 2016 | Q3 2017 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.06% | 0.13% | 0.22% | Q4 2022 | Q3 2023 | 4 |
AlphaMark Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MUFG Americas Holdings Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
ADVISOR PARTNERS LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q4 2018 | 4 |
BARCLAYS PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Ruggie Capital Group | 3 | 1 | 0.03% | 0.15% | 0.33% | Q1 2017 | Q4 2018 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q3 2015 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 0.08% | 0.28% | 0.58% | Q2 2022 | Q1 2023 | 4 |
F-Squared Investment Management, LLC | 2 | 2 | 3.77% | 5.09% | 6.31% | Q3 2013 | Q3 2014 | 4 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.03% | 0.20% | 0.48% | Q2 2014 | Q2 2017 | 4 |
VSR Financial Services, Inc. | 3 | 1 | 0.09% | 0.11% | 0.12% | Q2 2013 | Q1 2015 | 4 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.07% | 0.13% | Q4 2018 | Q2 2023 | 4 |
BREITER CAPITAL MANAGEMENT INC | 2 | 1 | 0.40% | 0.66% | 1.40% | Q4 2017 | Q1 2019 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Financial Enhancement Group LLC | 2 | 2 | 0.00% | 0.14% | 0.33% | Q4 2017 | Q1 2021 | 4 |
Lido Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Segment Wealth Management, LLC | 4 | 4 | 0.10% | 0.20% | 0.40% | Q1 2017 | Q4 2017 | 4 |
MCF Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Harvest Investment Services, LLC | 2 | 1 | 0.10% | 0.26% | 0.61% | Q4 2019 | Q3 2021 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
AFFINITY WEALTH MANAGEMENT LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
TOWER TRUST Co | 4 | 4 | 0.26% | 0.54% | 0.74% | Q2 2013 | Q1 2014 | 4 |
Total Clarity Wealth Management, Inc. | 3 | 1 | 0.00% | 0.06% | 0.12% | Q1 2021 | Q2 2022 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Nelson Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Truepoint, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.59% | 0.88% | 1.36% | Q1 2023 | Q3 2023 | 3 |
COMERICA SECURITIES INC | 2 | 1 | 0.05% | 0.17% | 0.25% | Q1 2015 | Q4 2018 | 3 |
Vestmark Advisory Solutions, Inc. | 2 | 1 | 0.04% | 0.15% | 0.32% | Q2 2022 | Q3 2023 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Madden Advisory Services, Inc. | 3 | 3 | 0.13% | 0.13% | 0.14% | Q4 2018 | Q2 2019 | 3 |
PACIFIC FINANCIAL GROUP INC | 3 | 3 | 1.35% | 1.92% | 2.92% | Q4 2013 | Q2 2014 | 3 |
Psagot Value Holdings Ltd. | 2 | 1 | 0.01% | 0.19% | 0.30% | Q4 2018 | Q1 2021 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.00% | 0.05% | 0.14% | Q4 2017 | Q2 2018 | 3 |
Strategic Blueprint, LLC | 2 | 1 | 0.02% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 3 |
TRUST CO OF OKLAHOMA | 2 | 1 | 0.08% | 0.14% | 0.25% | Q4 2022 | Q3 2023 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LVZ, Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2017 | Q1 2018 | 3 |
Cavalier Investments, LLC | 3 | 3 | 0.12% | 0.13% | 0.16% | Q1 2017 | Q3 2017 | 3 |
First Personal Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Hirtle Callaghan & Co LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
Concert Wealth Management Inc. | 2 | 1 | 0.00% | 0.04% | 0.05% | Q1 2014 | Q3 2016 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Independent Advisor Alliance | 2 | 1 | 0.01% | 0.10% | 0.17% | Q1 2017 | Q4 2019 | 3 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 3 |
Financial Architects, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2017 | Q2 2018 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Merit Financial Group, LLC | 2 | 1 | 0.06% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.05% | 0.10% | 0.14% | Q4 2021 | Q2 2022 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Halpern Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
LexAurum Advisors, LLC | 1 | 1 | 0.48% | 0.76% | 1.05% | Q4 2017 | Q2 2021 | 2 |
Cutler Group LLC / CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q4 2019 | 2 |
Walkner Condon Financial Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q2 2022 | 2 |
New England Investment & Retirement Group, Inc. | 2 | 2 | 2.04% | 3.10% | 4.16% | Q2 2021 | Q3 2021 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Bullseye Investment Management, LLC | 2 | 2 | 0.50% | 0.68% | 0.86% | Q4 2021 | Q1 2022 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Visionary Asset Management, Inc. | 2 | 2 | 0.16% | 0.20% | 0.25% | Q2 2014 | Q3 2014 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 2 |
Polaris Wealth Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.20% | 0.22% | 0.25% | Q3 2018 | Q2 2019 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2015 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.30% | 0.49% | Q4 2022 | Q2 2023 | 2 |
Monument Capital Management | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Summit Financial, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q3 2019 | 2 |
RKL Wealth Management LLC | 2 | 2 | 0.13% | 0.17% | 0.21% | Q4 2016 | Q1 2017 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CreativeOne Wealth, LLC | 1 | 1 | 0.37% | 0.39% | 0.40% | Q2 2019 | Q4 2019 | 2 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2018 | 2 |
Kraft, Davis & Associates, LLC | 2 | 2 | 0.34% | 0.34% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q1 2019 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.30% | 0.35% | 0.39% | Q4 2022 | Q1 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
PCG Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.14% | 0.18% | Q4 2021 | Q3 2022 | 2 |
Ayalon Insurance Comp Ltd. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q1 2020 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEIRG Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
1776 Wealth LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Price Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Whitnell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2015 | Q4 2015 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2015 | Q4 2015 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Columbia Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Advisor Resource Council | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Covington Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Empowered Funds, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2021 | Q2 2021 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 1.86% | 1.86% | 1.86% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Aurora Investment Counsel | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 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 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q1 2019 | Q1 2019 | 1 |
Mariner, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 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.