Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
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% | 0.09% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 30 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
FIFTH THIRD BANCORP | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 25 | 12 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 37 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 30 | 2 | 0.00% | 0.14% | 0.54% | Q2 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 27 | 1 | 0.00% | 0.05% | 0.22% | Q2 2014 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 13 | 11 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 35 |
CITIGROUP INC | 30 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 33 |
HighTower Advisors, LLC | 14 | 6 | 0.00% | 0.02% | 0.08% | Q2 2013 | 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% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 16 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 31 |
SignalPoint Asset Management, LLC | 17 | 1 | 0.05% | 0.87% | 2.73% | Q2 2013 | Q3 2023 | 31 |
Baird Financial Group, Inc. | 15 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 28 |
Cambridge Investment Research Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 27 |
GOLDMAN SACHS GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 27 |
NAVELLIER & ASSOCIATES INC | 7 | 1 | 0.01% | 0.86% | 2.48% | Q3 2012 | Q3 2023 | 26 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.05% | 0.32% | Q4 2013 | Q1 2023 | 26 |
Parallel Advisors, LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.03% | Q2 2014 | Q2 2023 | 25 |
OPPENHEIMER & CO INC | 11 | 6 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 24 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 24 |
Prospera Financial Services Inc | 13 | 2 | 0.01% | 0.10% | 0.43% | Q2 2013 | Q1 2023 | 23 |
Private Advisor Group, LLC | 9 | 1 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q3 2023 | 22 |
Stratos Wealth Partners, LTD. | 11 | 1 | 0.01% | 0.02% | 0.09% | Q1 2016 | Q3 2023 | 22 |
Quad-Cities Investment Group, LLC | 12 | 10 | 0.53% | 0.75% | 1.36% | Q1 2018 | Q3 2023 | 22 |
CWM, LLC | 10 | 1 | 0.00% | 0.01% | 0.09% | Q4 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Aveo Capital Partners, LLC | 19 | 19 | 0.03% | 0.32% | 0.89% | Q1 2019 | Q3 2023 | 19 |
American Portfolios Advisors | 15 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
RPg Family Wealth Advisory, LLC | 6 | 3 | 0.04% | 0.18% | 0.47% | Q4 2016 | Q3 2023 | 19 |
Regal Investment Advisors LLC | 10 | 2 | 0.02% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.08% | 0.32% | Q2 2016 | Q3 2023 | 18 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
BB&T SECURITIES, LLC | 10 | 1 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2018 | 17 |
MML INVESTORS SERVICES, LLC | 10 | 7 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 17 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.02% | 0.07% | Q2 2014 | Q4 2021 | 17 |
Cetera Advisors LLC | 9 | 1 | 0.00% | 0.08% | 0.16% | Q4 2016 | Q3 2023 | 16 |
NewSquare Capital LLC | 9 | 7 | 0.00% | 0.38% | 2.00% | Q4 2017 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Monterey Private Wealth, Inc. | 16 | 16 | 0.48% | 0.58% | 0.99% | Q4 2019 | Q3 2023 | 16 |
First Horizon Advisors, Inc. | 6 | 1 | 0.00% | 0.06% | 0.46% | Q3 2016 | Q3 2023 | 15 |
Advisors Preferred, LLC | 4 | 1 | 0.01% | 0.24% | 1.56% | Q4 2013 | Q4 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
LEVEL FOUR ADVISORY SERVICES, LLC | 13 | 2 | 0.01% | 0.05% | 0.09% | Q4 2016 | Q2 2021 | 15 |
Beaumont Financial Partners, LLC | 8 | 1 | 0.25% | 0.84% | 1.99% | Q2 2013 | Q1 2018 | 15 |
Savior LLC | 14 | 14 | 0.00% | 4.60% | 9.16% | Q4 2019 | Q1 2023 | 14 |
Astor Investment Management LLC | 8 | 1 | 0.08% | 0.61% | 2.10% | Q1 2014 | Q3 2018 | 14 |
US BANCORP \DE\ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 14 |
Fulcrum Equity Management | 9 | 1 | 0.00% | 2.62% | 8.38% | Q2 2019 | Q3 2023 | 14 |
SUNTRUST BANKS INC | 11 | 3 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2019 | 14 |
CENTAURUS FINANCIAL, INC. | 6 | 3 | 0.02% | 0.04% | 0.09% | Q4 2017 | Q2 2023 | 13 |
WINTRUST INVESTMENTS LLC | 9 | 4 | 0.06% | 0.11% | 0.21% | Q4 2016 | Q1 2023 | 13 |
Atria Investments, Inc | 11 | 1 | 0.02% | 0.07% | 0.22% | Q1 2014 | Q3 2018 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.12% | 0.20% | Q3 2020 | Q3 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 1 | 0.05% | 0.16% | 0.24% | Q4 2013 | Q3 2023 | 13 |
AE Wealth Management LLC | 12 | 1 | 0.00% | 0.01% | 0.09% | Q4 2019 | Q3 2023 | 13 |
MSI Financial Services Inc | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
Risk Paradigm Group, LLC | 11 | 2 | 0.42% | 0.81% | 1.95% | Q1 2015 | Q3 2018 | 13 |
Shamrock Asset Management LLC | 9 | 4 | 0.00% | 1.93% | 7.59% | Q4 2013 | Q3 2018 | 13 |
Global Financial Private Capital, Inc | 7 | 5 | 0.00% | 0.02% | 0.12% | Q1 2017 | Q2 2020 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Atlas Brown,Inc. | 12 | 12 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
WealthTrust Fairport, LLC | 7 | 5 | 0.00% | 0.16% | 0.32% | Q2 2013 | Q1 2019 | 12 |
FDx Advisors, Inc. | 6 | 6 | 0.01% | 0.10% | 0.35% | Q2 2013 | Q1 2018 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.24% | 0.63% | 0.95% | Q4 2020 | Q3 2023 | 12 |
BENJAMIN EDWARDS INC | 7 | 5 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.16% | 0.28% | Q2 2014 | Q2 2018 | 11 |
Clarus Wealth Advisors | 11 | 11 | 0.14% | 0.18% | 0.24% | Q4 2020 | Q2 2023 | 11 |
CREDIT SUISSE AG/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
DEUTSCHE BANK AG\ | 6 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2019 | 11 |
BlackRock Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Allworth Financial LP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.06% | 0.27% | Q4 2014 | Q1 2019 | 11 |
Virtu KCG Holdings LLC | 8 | 1 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q2 2017 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Capital Wealth Alliance, LLC | 11 | 11 | 0.39% | 0.75% | 1.09% | Q1 2021 | Q3 2023 | 11 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.05% | 0.31% | Q1 2018 | Q3 2023 | 11 |
D.B. Root & Company, LLC | 7 | 1 | 0.08% | 0.23% | 0.70% | Q4 2017 | Q1 2023 | 11 |
Creative Planning | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2022 | 11 |
FMR LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
Southland Equity Partners LLC | 11 | 11 | 0.17% | 0.27% | 0.42% | Q1 2021 | Q3 2023 | 11 |
Purus Wealth Management, LLC | 10 | 10 | 0.25% | 1.06% | 1.48% | Q2 2021 | Q3 2023 | 10 |
Aurora Private Wealth, Inc. | 10 | 10 | 0.17% | 0.26% | 0.50% | Q2 2021 | Q3 2023 | 10 |
Financial Management Professionals, Inc. | 6 | 1 | 0.00% | 0.69% | 1.45% | Q3 2016 | Q2 2023 | 10 |
Wagner Wealth Management, LLC | 6 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 10 |
NewEdge Advisors, LLC | 10 | 10 | 0.01% | 0.09% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Formidable Asset Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2015 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2018 | 10 |
MGO ONE SEVEN LLC | 10 | 10 | 0.02% | 0.09% | 0.22% | Q2 2021 | Q3 2023 | 10 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2017 | 10 |
JPMORGAN CHASE & CO | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 10 |
Arkadios Wealth Advisors | 10 | 10 | 0.03% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 10 |
Royal Fund Management, LLC | 7 | 2 | 0.00% | 0.09% | 0.57% | Q4 2016 | Q4 2019 | 9 |
First Allied Advisory Services, Inc. | 5 | 1 | 0.00% | 0.02% | 0.02% | Q1 2014 | Q2 2018 | 9 |
QUADRANT CAPITAL GROUP LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
HL FINANCIAL SERVICES LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2018 | 9 |
Virtue Capital Management, LLC | 3 | 1 | 0.68% | 0.98% | 1.52% | Q4 2017 | Q1 2023 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
Equitable Holdings, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 7 | 2 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 9 |
STEPHENS INC /AR/ | 5 | 2 | 0.02% | 0.07% | 0.11% | Q1 2014 | Q1 2022 | 9 |
Financial Advocates Investment Management | 7 | 2 | 0.02% | 0.06% | 0.12% | Q3 2020 | Q1 2023 | 9 |
Commonwealth Equity Services, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 8 |
YARGER WEALTH STRATEGIES, LLC | 8 | 8 | 0.29% | 0.64% | 1.01% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Family Advisors, LLC | 6 | 1 | 0.53% | 2.08% | 3.98% | Q4 2016 | Q1 2023 | 8 |
HFG Advisors, Inc. | 8 | 8 | 0.79% | 0.87% | 1.03% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 1.10% | 1.26% | 1.36% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.45% | 0.53% | 0.58% | Q4 2021 | Q3 2023 | 8 |
FAS Wealth Partners, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Advisory Alpha, LLC | 6 | 2 | 0.00% | 0.53% | 2.25% | Q4 2017 | Q4 2019 | 8 |
MONECO Advisors, LLC | 8 | 8 | 0.14% | 0.25% | 0.40% | Q4 2021 | Q3 2023 | 8 |
PACIFIC SUN FINANCIAL CORP | 2 | 1 | 0.11% | 0.19% | 0.32% | Q1 2018 | Q2 2023 | 8 |
J.W. COLE ADVISORS, INC. | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Wealth Management, LLC | 3 | 2 | 0.03% | 0.08% | 0.17% | Q3 2016 | Q3 2023 | 8 |
WealthBridge Capital Management, LLC | 5 | 3 | 0.10% | 0.19% | 0.28% | Q4 2018 | Q2 2023 | 8 |
Banco Santander, S.A. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Karp Capital Management Corp | 8 | 8 | 0.02% | 1.23% | 1.96% | Q1 2017 | Q4 2018 | 8 |
Crumly & Associates Inc. | 8 | 8 | 0.70% | 3.09% | 4.24% | Q4 2021 | Q3 2023 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.18% | 0.33% | 0.75% | Q4 2021 | Q3 2023 | 8 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 7 |
Gradient Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 7 |
Capital Investment Advisory Services, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Capital Asset Advisory Services LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.13% | 0.26% | Q2 2013 | Q4 2014 | 7 |
Sterling Manor Financial, LLC | 7 | 7 | 0.52% | 1.24% | 3.19% | Q4 2020 | Q2 2022 | 7 |
Paragon Private Wealth Management, LLC | 7 | 7 | 1.11% | 3.26% | 4.40% | Q4 2021 | Q2 2023 | 7 |
Independent Advisor Alliance | 5 | 1 | 0.08% | 0.10% | 0.12% | Q1 2017 | Q3 2022 | 7 |
First Heartland Consultants, Inc. | 3 | 1 | 0.00% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 7 |
Johnson Financial Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Transamerica Financial Advisors, Inc. | 7 | 7 | 0.00% | 0.38% | 1.64% | Q1 2022 | Q3 2023 | 7 |
D.A. DAVIDSON & CO. | 7 | 7 | 0.00% | 0.06% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.67% | 1.07% | Q4 2017 | Q2 2019 | 7 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 7 | 7 | 0.25% | 0.32% | 0.38% | Q1 2022 | Q3 2023 | 7 |
MEITAV INVESTMENT HOUSE LTD | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
Financial Enhancement Group LLC | 3 | 1 | 0.00% | 0.20% | 0.81% | Q4 2019 | Q4 2022 | 7 |
WESPAC Advisors, LLC | 5 | 2 | 0.18% | 1.84% | 2.41% | Q4 2013 | Q3 2018 | 7 |
Secure Asset Management, LLC | 7 | 7 | 0.07% | 0.23% | 0.36% | Q1 2022 | Q3 2023 | 7 |
LifePlan Financial Group, Inc | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
B. Riley Wealth Management, Inc. | 5 | 2 | 0.00% | 0.59% | 1.66% | Q1 2014 | Q2 2022 | 7 |
WEALTHSOURCE PARTNERS, LLC | 5 | 2 | 0.03% | 0.08% | 0.12% | Q1 2017 | Q1 2023 | 7 |
Freedom Investment Management, Inc. | 7 | 7 | 0.01% | 0.04% | 0.07% | Q2 2014 | Q4 2015 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 7 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q4 2014 | 7 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q1 2023 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Flaharty Asset Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q2 2022 | 6 |
Cetera Investment Advisers | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
FOCUS Wealth Advisors, LLC | 6 | 6 | 1.55% | 1.69% | 1.80% | Q2 2022 | Q3 2023 | 6 |
Stonebridge Financial Planning Group, LLC | 6 | 6 | 0.42% | 0.47% | 0.55% | Q2 2022 | Q3 2023 | 6 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.05% | 0.20% | Q3 2015 | Q2 2023 | 6 |
NWAM LLC | 6 | 6 | 0.06% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Realta Investment Advisors | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
WMG Financial Advisors, LLC | 6 | 6 | 0.37% | 0.76% | 1.24% | Q2 2022 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 6 |
PURSUE WEALTH PARTNERS LLC | 6 | 6 | 0.12% | 0.18% | 0.23% | Q4 2021 | Q1 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Belpointe Asset Management LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
AdvisorNet Financial, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Baker Avenue Asset Management, LP | 4 | 2 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 6 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2023 | 6 |
VSR Financial Services, Inc. | 5 | 1 | 0.05% | 0.19% | 0.42% | Q3 2013 | Q2 2016 | 6 |
BLAIR WILLIAM & CO/IL | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Csenge Advisory Group | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
O'Dell Group, LLC | 6 | 6 | 0.01% | 3.94% | 5.24% | Q4 2021 | Q1 2023 | 6 |
Piscataqua Savings Bank | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 6 | 0.08% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 3 | 0.03% | 0.12% | 0.34% | Q3 2017 | Q2 2022 | 6 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.00% | 0.93% | 4.64% | Q4 2020 | Q4 2021 | 5 |
WCG Wealth Advisors LLC | 4 | 4 | 0.06% | 0.81% | 1.12% | Q2 2022 | Q1 2023 | 5 |
TriaGen Wealth Management LLC | 5 | 5 | 0.49% | 0.66% | 1.05% | Q1 2022 | Q1 2023 | 5 |
Gladstone Institutional Advisory LLC | 5 | 5 | 0.02% | 0.08% | 0.23% | Q2 2022 | Q2 2023 | 5 |
Winch Advisory Services, LLC | 5 | 5 | 0.01% | 1.21% | 2.16% | Q1 2018 | Q1 2019 | 5 |
SPC Financial, Inc. | 5 | 5 | 0.02% | 0.07% | 0.10% | Q1 2022 | Q1 2023 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.01% | 0.36% | 1.28% | Q4 2020 | Q3 2023 | 5 |
F-Squared Investment Management, LLC | 5 | 5 | 3.71% | 5.72% | 8.39% | Q3 2013 | Q3 2014 | 5 |
MinichMacGregor Wealth Management, LLC | 5 | 5 | 0.23% | 0.96% | 1.71% | Q1 2022 | Q1 2023 | 5 |
Kesler, Norman & Wride, LLC | 5 | 5 | 0.19% | 0.26% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Certified Advisory Corp | 5 | 5 | 0.07% | 0.14% | 0.21% | Q2 2022 | Q2 2023 | 5 |
Investors Capital Advisory Services | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2014 | Q2 2015 | 5 |
Newbridge Financial Services Group, Inc. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Sigma Planning Corp | 3 | 2 | 0.01% | 0.06% | 0.21% | Q1 2022 | Q3 2023 | 5 |
ACG Wealth | 5 | 5 | 0.09% | 0.10% | 0.12% | Q3 2018 | Q3 2019 | 5 |
CEDAR CAPITAL, LLC | 4 | 1 | 0.10% | 0.12% | 0.13% | Q3 2016 | Q1 2018 | 5 |
Kovack Advisors, Inc. | 5 | 5 | 0.02% | 0.06% | 0.08% | Q1 2022 | Q1 2023 | 5 |
BANK OF NOVA SCOTIA | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.04% | 0.14% | 0.28% | Q4 2021 | Q4 2022 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.03% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 5 |
Gateway Advisory, LLC | 4 | 1 | 0.37% | 0.60% | 1.43% | Q1 2022 | Q3 2023 | 5 |
FIRST TRUST ADVISORS LP | 5 | 5 | 0.58% | 0.66% | 0.78% | Q1 2022 | Q1 2023 | 5 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 0.10% | 0.29% | 0.56% | Q2 2022 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.06% | 0.13% | 0.22% | Q4 2022 | Q3 2023 | 4 |
IHT Wealth Management, LLC | 3 | 1 | 0.01% | 0.19% | 0.36% | Q4 2016 | Q4 2021 | 4 |
Alexandria Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Argentus Capital Management, LLC | 2 | 1 | 0.00% | 0.08% | 0.15% | Q1 2015 | Q3 2016 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 4 |
Strategic Asset Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q2 2023 | 4 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q2 2023 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.01% | 0.06% | 0.08% | Q2 2022 | Q1 2023 | 4 |
White Lighthouse Investment Management Inc. | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2017 | Q3 2018 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2013 | Q3 2014 | 4 |
AlphaStar Capital Management, LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q1 2020 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 4 |
Atria Wealth Solutions, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Cypress Capital, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q2 2022 | 4 |
NATIONAL PLANNING CORP | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2016 | Q1 2017 | 4 |
HAYS ADVISORY LLC | 4 | 4 | 1.27% | 3.39% | 4.51% | Q3 2016 | Q2 2017 | 4 |
DAVENPORT & Co LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
STRINGER ASSET MANAGEMENT, LLC | 3 | 3 | 3.91% | 4.15% | 4.38% | Q4 2013 | Q2 2014 | 3 |
Hayden Royal, LLC | 3 | 3 | 0.40% | 0.46% | 0.50% | Q4 2020 | Q2 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
LINCOLN NATIONAL CORP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 3 |
Bay Harbor Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 3 |
Semmax Financial Advisors Inc. | 3 | 3 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
CAPTRUST FINANCIAL ADVISORS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 3 |
Keystone Financial Group | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2020 | 3 |
Stonehage Fleming (UK) Ltd | 3 | 3 | 0.50% | 0.61% | 0.71% | Q4 2013 | Q2 2014 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
Outlook Wealth Advisors, LLC | 3 | 3 | 0.10% | 0.17% | 0.24% | Q3 2022 | Q1 2023 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Well Done, LLC | 2 | 1 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q4 2018 | 3 |
Wambolt & Associates, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Peterson Wealth Advisors, LLC | 3 | 3 | 0.16% | 0.20% | 0.24% | Q4 2017 | Q2 2018 | 3 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 3 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 3 |
Apeiron RIA LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
HUNTINGTON NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Eagle Strategies LLC | 2 | 1 | 0.07% | 0.10% | 0.11% | Q2 2022 | Q1 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.21% | 1.46% | 2.23% | Q4 2022 | Q3 2023 | 3 |
Cavalier Investments, LLC | 3 | 3 | 0.13% | 0.14% | 0.16% | Q1 2017 | Q3 2017 | 3 |
WILLNER & HELLER, LLC | 3 | 3 | 0.32% | 0.44% | 0.55% | Q2 2022 | Q4 2022 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Keel Point, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 3 |
LexAurum Advisors, LLC | 2 | 1 | 0.46% | 0.92% | 1.19% | Q4 2017 | Q2 2021 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.43% | 0.43% | 0.44% | Q3 2019 | Q4 2019 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2022 | 2 |
Mutual Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2022 | 2 |
StoneX Group Inc. | 2 | 2 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q2 2023 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Barber Financial Group, Inc. | 1 | 1 | 0.10% | 1.94% | 3.78% | Q1 2018 | Q3 2018 | 2 |
MISSION WEALTH MANAGEMENT, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Bullseye Investment Management, LLC | 2 | 2 | 3.64% | 3.91% | 4.19% | Q4 2021 | Q1 2022 | 2 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.09% | 0.17% | Q1 2019 | Q4 2020 | 2 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Walleye Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Private Advisory Group LLC | 1 | 1 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q1 2023 | 2 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.70% | 0.70% | 0.71% | Q4 2022 | Q1 2023 | 2 |
Marks Wealth, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.01% | 0.10% | 0.18% | Q1 2022 | Q2 2022 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Simply Money Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.85% | 1.06% | 1.26% | Q1 2022 | Q3 2023 | 2 |
FIFTH THIRD SECURITIES, INC. | 2 | 2 | 0.20% | 0.21% | 0.21% | Q1 2017 | Q2 2017 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Triumph Capital Management | 2 | 2 | 0.14% | 0.38% | 0.62% | Q2 2022 | Q3 2022 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2013 | 2 |
Brendel Financial Advisors LLC | 2 | 2 | 0.48% | 0.48% | 0.49% | Q1 2022 | Q2 2022 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Telos Capital Management, Inc. | 2 | 2 | 0.56% | 0.56% | 0.56% | Q1 2018 | Q2 2018 | 2 |
Petix & Botte Co | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Nilsine Partners, LLC | 2 | 2 | 0.07% | 0.31% | 0.55% | Q1 2023 | Q2 2023 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.01% | 0.09% | 0.17% | Q4 2022 | Q1 2023 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Monument Capital Management | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Founders Financial Alliance, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
S.C. Financial Services, Inc. | 2 | 2 | 0.46% | 0.47% | 0.49% | Q2 2022 | Q3 2022 | 2 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.08% | 0.13% | 0.18% | Q3 2014 | Q3 2016 | 2 |
Leelyn Smith, LLC | 1 | 1 | 0.12% | 0.12% | 0.13% | Q2 2022 | Q1 2023 | 2 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.00% | 2.21% | 4.42% | Q1 2018 | Q3 2018 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q4 2017 | Q1 2018 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q4 2021 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
CreativeOne Wealth, LLC | 1 | 1 | 0.11% | 0.24% | 0.37% | Q4 2019 | Q4 2021 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
TRUST CO OF OKLAHOMA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2023 | Q1 2023 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RiverTree Advisors, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q2 2022 | Q2 2022 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2022 | Q4 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 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 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2018 | Q2 2018 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Good Life Advisors, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2022 | Q2 2022 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 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 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2021 | Q1 2021 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2014 | Q4 2014 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2015 | Q4 2015 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Copperwynd Financial, LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q1 2018 | Q1 2018 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Argent Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CX Institutional | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2016 | Q3 2016 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2022 | Q1 2022 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 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.