Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 43 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 39 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 36 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Private Advisor Group, LLC | 15 | 1 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q3 2023 | 36 |
Regal Investment Advisors LLC | 16 | 1 | 0.00% | 0.10% | 0.59% | Q2 2013 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 34 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 35 |
Janney Montgomery Scott LLC | 29 | 1 | 0.00% | 0.05% | 0.30% | Q3 2013 | Q3 2023 | 33 |
Tower Research Capital LLC (TRC) | 14 | 2 | 0.00% | 0.09% | 0.54% | Q4 2014 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 32 | 1 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 33 |
Transamerica Financial Advisors, Inc. | 31 | 1 | 0.00% | 0.36% | 1.96% | Q2 2015 | Q3 2023 | 32 |
Prospera Financial Services Inc | 20 | 1 | 0.01% | 0.14% | 0.57% | Q3 2013 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 31 |
CITIGROUP INC | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
NewEdge Advisors, LLC | 31 | 31 | 0.01% | 0.23% | 1.13% | Q1 2016 | Q3 2023 | 31 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 2 | 0.00% | 0.14% | 0.51% | Q2 2013 | Q3 2023 | 31 |
GOLDMAN SACHS GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 31 |
Baird Financial Group, Inc. | 21 | 8 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q2 2023 | 29 |
SignalPoint Asset Management, LLC | 17 | 11 | 0.08% | 0.76% | 2.20% | Q2 2013 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
CWM, LLC | 10 | 3 | 0.00% | 0.07% | 0.50% | Q1 2016 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 8 | 5 | 0.00% | 0.01% | 0.18% | Q2 2014 | Q4 2021 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.06% | 0.66% | Q2 2017 | Q3 2023 | 26 |
Tortoise Investment Management, LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2019 | 26 |
JPMORGAN CHASE & CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 25 |
Winslow, Evans & Crocker, Inc. | 25 | 25 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q4 2019 | 25 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 25 |
Parkside Financial Bank & Trust | 25 | 25 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q1 2022 | 25 |
Steward Partners Investment Advisory, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.05% | 0.26% | Q4 2014 | Q1 2023 | 23 |
Cetera Advisor Networks LLC | 13 | 10 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 22 |
HighTower Advisors, LLC | 9 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q4 2022 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 22 |
Burt Wealth Advisors | 22 | 22 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2020 | 22 |
Capital Investment Advisory Services, LLC | 14 | 8 | 0.00% | 0.08% | 0.34% | Q1 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
NewSquare Capital LLC | 19 | 1 | 0.00% | 1.55% | 4.00% | Q1 2016 | Q4 2021 | 20 |
Koshinski Asset Management, Inc. | 15 | 1 | 0.01% | 0.21% | 0.36% | Q4 2014 | Q1 2022 | 20 |
BB&T SECURITIES, LLC | 15 | 1 | 0.01% | 0.06% | 0.19% | Q2 2013 | Q3 2019 | 20 |
LifePlan Financial Group, Inc | 19 | 19 | 0.02% | 0.62% | 2.75% | Q1 2016 | Q3 2020 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 19 |
ATWOOD & PALMER INC | 19 | 19 | 0.00% | 0.12% | 0.30% | Q1 2016 | Q3 2020 | 19 |
FMR LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
AdvisorNet Financial, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 18 |
CREDIT SUISSE AG/ | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Milestone Advisory Partners | 18 | 18 | 0.14% | 0.29% | 0.46% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 15 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 17 |
MinichMacGregor Wealth Management, LLC | 11 | 2 | 0.00% | 0.87% | 1.92% | Q1 2016 | Q4 2022 | 17 |
Rehmann Capital Advisory Group | 10 | 2 | 0.01% | 0.10% | 0.34% | Q1 2018 | Q3 2023 | 17 |
NAVELLIER & ASSOCIATES INC | 6 | 1 | 0.01% | 0.23% | 1.71% | Q3 2012 | Q4 2019 | 17 |
CULLEN/FROST BANKERS, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 17 |
J Arnold Wealth Management Co | 16 | 16 | 0.21% | 2.90% | 11.04% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.10% | 0.24% | Q2 2013 | Q3 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.14% | 0.25% | 0.46% | Q1 2018 | Q2 2023 | 15 |
SG Americas Securities, LLC | 11 | 2 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q2 2018 | 15 |
IFC Holdings Incorporated/FL | 8 | 7 | 0.05% | 0.12% | 0.37% | Q2 2013 | Q3 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q2 2020 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Hudock, Inc. | 14 | 14 | 0.00% | 0.06% | 0.49% | Q1 2016 | Q2 2019 | 14 |
WFG Advisors, LP | 8 | 6 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q2 2017 | 14 |
StrategIQ Financial Group, LLC | 14 | 14 | 0.05% | 0.11% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.03% | 0.11% | Q4 2014 | Q4 2022 | 13 |
HL FINANCIAL SERVICES LLC | 13 | 13 | 0.01% | 0.05% | 0.11% | Q1 2016 | Q1 2019 | 13 |
ACG Wealth | 13 | 13 | 0.04% | 0.18% | 0.56% | Q3 2019 | Q3 2022 | 13 |
Beaumont Financial Partners, LLC | 4 | 1 | 0.02% | 0.55% | 1.62% | Q2 2013 | Q2 2021 | 13 |
B. Riley Wealth Advisors, Inc. | 11 | 2 | 0.01% | 0.07% | 0.10% | Q2 2013 | Q3 2016 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 13 |
RiverFront Investment Group, LLC | 13 | 13 | 0.86% | 1.07% | 1.66% | Q2 2016 | Q2 2019 | 13 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.01% | 0.04% | 0.24% | Q4 2018 | Q2 2023 | 13 |
WHITTIER TRUST CO OF NEVADA INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 13 |
MSI Financial Services Inc | 13 | 13 | 0.00% | 0.28% | 1.02% | Q4 2013 | Q4 2016 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
Virtue Capital Management, LLC | 5 | 1 | 0.29% | 0.89% | 2.36% | Q4 2018 | Q4 2022 | 12 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Virtu KCG Holdings LLC | 5 | 1 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q2 2017 | 12 |
Gradient Investments LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 12 |
Meridian Wealth Management, LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
First Allied Advisory Services, Inc. | 8 | 1 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q4 2019 | 12 |
Key FInancial Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Advocacy Wealth Management Services, LLC | 8 | 4 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 12 |
Kovack Advisors, Inc. | 7 | 2 | 0.04% | 0.14% | 0.44% | Q1 2016 | Q3 2022 | 12 |
Astor Investment Management LLC | 6 | 5 | 0.10% | 0.68% | 1.22% | Q1 2014 | Q2 2017 | 11 |
Advisory Alpha, LLC | 10 | 1 | 0.00% | 0.27% | 0.50% | Q4 2017 | Q3 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
BANK OF MONTREAL /CAN/ | 7 | 1 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 11 |
STEPHENS INC /AR/ | 7 | 4 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q3 2017 | 11 |
Newbridge Financial Services Group, Inc. | 10 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 11 |
Royal Fund Management, LLC | 6 | 5 | 0.00% | 0.10% | 0.35% | Q4 2016 | Q4 2019 | 11 |
MTM Investment Management, LLC | 11 | 11 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q2 2023 | 11 |
Risk Paradigm Group, LLC | 6 | 5 | 0.02% | 1.12% | 4.67% | Q2 2015 | Q1 2018 | 11 |
FIRST TRUST ADVISORS LP | 7 | 4 | 0.75% | 1.45% | 2.23% | Q1 2016 | Q1 2020 | 11 |
FOUNDERS FINANCIAL SECURITIES LLC | 7 | 4 | 0.07% | 0.24% | 0.33% | Q1 2016 | Q1 2020 | 11 |
FIFTH THIRD BANCORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 11 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.05% | 0.30% | Q2 2016 | Q4 2020 | 11 |
Shamrock Asset Management LLC | 3 | 1 | 0.01% | 5.21% | 10.04% | Q2 2014 | Q3 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.24% | 0.61% | Q1 2021 | Q3 2023 | 10 |
Horizon Investments, LLC | 7 | 3 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q4 2019 | 10 |
RPg Family Wealth Advisory, LLC | 4 | 1 | 0.05% | 0.15% | 0.22% | Q1 2017 | Q2 2023 | 10 |
OPPENHEIMER & CO INC | 6 | 4 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2023 | 10 |
EPG Wealth Management LLC | 9 | 1 | 0.03% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 10 |
DB Wealth Management Group, LLC | 6 | 4 | 0.10% | 0.36% | 0.64% | Q4 2020 | Q3 2023 | 10 |
Cornerstone Wealth Management, LLC | 9 | 9 | 0.01% | 0.07% | 0.13% | Q2 2018 | Q2 2020 | 9 |
Realta Investment Advisors | 5 | 2 | 0.00% | 0.06% | 0.14% | Q2 2019 | Q3 2023 | 9 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.02% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.03% | 0.15% | 0.35% | Q4 2019 | Q4 2021 | 9 |
Advisors Preferred, LLC | 4 | 1 | 0.02% | 0.09% | 0.27% | Q2 2014 | Q1 2023 | 9 |
Kestra Advisory Services, LLC | 9 | 9 | 0.00% | 0.03% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Clarus Wealth Advisors | 9 | 9 | 0.14% | 0.18% | 0.23% | Q1 2021 | Q1 2023 | 9 |
OLD NATIONAL BANCORP /IN/ | 9 | 9 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q2 2016 | 9 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 0.39% | 0.48% | 0.53% | Q4 2021 | Q3 2023 | 8 |
MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2019 | 8 |
Concorde Asset Management, LLC | 3 | 1 | 0.22% | 1.16% | 2.64% | Q4 2014 | Q3 2023 | 8 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q1 2019 | 8 |
NATIONAL PLANNING CORP | 6 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q1 2017 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
First Heartland Consultants, Inc. | 4 | 1 | 0.03% | 0.14% | 0.32% | Q2 2013 | Q4 2016 | 8 |
Vestmark Advisory Solutions, Inc. | 6 | 2 | 0.02% | 0.08% | 0.22% | Q1 2019 | Q3 2023 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.77% | 1.02% | Q1 2020 | Q4 2021 | 8 |
SPC Financial, Inc. | 4 | 4 | 0.12% | 0.23% | 0.34% | Q4 2016 | Q1 2020 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.18% | 0.78% | 1.38% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.25% | 0.30% | 0.33% | Q4 2021 | Q3 2023 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 0.70% | 0.79% | 0.87% | Q4 2015 | Q3 2017 | 8 |
Arkadios Wealth Advisors | 5 | 3 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q4 2021 | 8 |
AMERIPRISE FINANCIAL INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 8 |
O'Dell Group, LLC | 4 | 4 | 2.93% | 4.94% | 6.39% | Q4 2016 | Q1 2020 | 8 |
Financial Enhancement Group LLC | 4 | 2 | 0.00% | 1.10% | 3.69% | Q2 2015 | Q3 2022 | 8 |
AE Wealth Management LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 7 |
AlphaStar Capital Management, LLC | 5 | 2 | 0.06% | 0.26% | 0.62% | Q1 2018 | Q1 2020 | 7 |
PSI Advisors, LLC | 7 | 7 | 0.02% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 7 |
Johnson Financial Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
WealthTrust Fairport, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2016 | Q3 2017 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Gateway Advisory, LLC | 4 | 3 | 0.71% | 1.13% | 1.74% | Q1 2017 | Q1 2020 | 7 |
FDx Advisors, Inc. | 3 | 1 | 0.01% | 0.10% | 0.32% | Q2 2013 | Q3 2017 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
Eudaimonia Partners, LLC | 6 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q2 2022 | 7 |
SUNTRUST BANKS INC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2019 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Ballew Advisors, Inc | 7 | 7 | 0.30% | 0.35% | 0.45% | Q4 2017 | Q2 2019 | 7 |
MGO ONE SEVEN LLC | 4 | 1 | 0.03% | 0.16% | 0.30% | Q4 2017 | Q1 2020 | 7 |
PRIVATE TRUST CO NA | 6 | 1 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q3 2023 | 7 |
Ancora Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
First Horizon Advisors, Inc. | 4 | 3 | 0.00% | 0.60% | 1.21% | Q4 2014 | Q4 2016 | 7 |
&PARTNERS | 7 | 7 | 0.14% | 0.25% | 0.37% | Q3 2020 | Q1 2022 | 7 |
Simplicity Solutions, LLC | 2 | 1 | 0.02% | 0.30% | 1.51% | Q4 2014 | Q4 2020 | 7 |
Visionary Asset Management, Inc. | 4 | 2 | 0.10% | 0.22% | 0.30% | Q4 2014 | Q4 2016 | 6 |
Financial Architects, Inc | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2017 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Creative Planning | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2022 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 6 |
CEDAR CAPITAL, LLC | 4 | 1 | 0.10% | 0.14% | 0.24% | Q1 2016 | Q1 2018 | 6 |
StoneX Group Inc. | 4 | 2 | 0.08% | 0.26% | 0.42% | Q2 2017 | Q1 2020 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 1 | 0.01% | 0.08% | 0.24% | Q2 2013 | Q4 2014 | 6 |
Claraphi Advisory Network, LLC | 5 | 1 | 0.22% | 0.44% | 0.63% | Q1 2019 | Q4 2022 | 6 |
Atria Investments, Inc | 6 | 6 | 0.02% | 0.05% | 0.14% | Q1 2016 | Q2 2017 | 6 |
Independent Advisor Alliance | 5 | 1 | 0.00% | 0.12% | 0.20% | Q1 2017 | Q4 2019 | 6 |
D.A. DAVIDSON & CO. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2017 | 6 |
Sigma Planning Corp | 3 | 1 | 0.04% | 0.08% | 0.12% | Q3 2016 | Q3 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2019 | 6 |
Larson Financial Group LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 6 |
Walleye Trading LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2018 | 6 |
Stratos Wealth Partners, LTD. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2018 | 6 |
HAYS ADVISORY LLC | 4 | 2 | 2.75% | 3.69% | 4.39% | Q4 2014 | Q4 2016 | 6 |
Moloney Securities Asset Management, LLC | 6 | 6 | 0.07% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
J.W. COLE ADVISORS, INC. | 6 | 6 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Madden Advisory Services, Inc. | 3 | 1 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q1 2017 | 6 |
TUCKER ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 6 |
Fulcrum Equity Management | 4 | 2 | 0.00% | 0.34% | 0.82% | Q1 2019 | Q3 2020 | 6 |
Independent Portfolio Consultants, Inc. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 5 |
Dorsey Wright & Associates | 3 | 2 | 0.36% | 0.46% | 0.58% | Q1 2017 | Q3 2019 | 5 |
Csenge Advisory Group | 5 | 5 | 0.34% | 0.36% | 0.39% | Q3 2022 | Q3 2023 | 5 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2019 | 5 |
Cetera Investment Advisers | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Kesler, Norman & Wride, LLC | 5 | 5 | 0.15% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 5 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
REGIONS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Freedom Investment Management, Inc. | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q4 2015 | 5 |
Bellwether Investment Group, LLC | 4 | 1 | 0.42% | 1.30% | 2.22% | Q2 2016 | Q3 2017 | 5 |
WEALTHSOURCE PARTNERS, LLC | 3 | 2 | 0.35% | 0.77% | 1.25% | Q3 2018 | Q4 2019 | 5 |
Founders Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Brendel Financial Advisors LLC | 4 | 1 | 0.54% | 1.28% | 2.28% | Q4 2018 | Q1 2023 | 5 |
B. Riley Wealth Management, Inc. | 5 | 5 | 0.01% | 0.20% | 0.83% | Q2 2014 | Q2 2015 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 4 |
MCF Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Sterling Manor Financial, LLC | 3 | 1 | 0.41% | 2.11% | 3.95% | Q4 2021 | Q2 2023 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 4 |
Bank of New Hampshire | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Stonebridge Capital Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Mariner, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2023 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2018 | 4 |
D.B. Root & Company, LLC | 4 | 4 | 0.21% | 0.30% | 0.48% | Q4 2018 | Q3 2019 | 4 |
Placemark Investments, Inc. | 2 | 1 | 0.07% | 0.16% | 0.29% | Q2 2013 | Q4 2014 | 4 |
L.M. KOHN & COMPANY | 3 | 1 | 0.14% | 0.22% | 0.31% | Q1 2022 | Q2 2023 | 4 |
Congress Wealth Management LLC / DE / | 4 | 4 | 0.01% | 0.92% | 1.43% | Q1 2022 | Q4 2022 | 4 |
DEUTSCHE BANK AG\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2020 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.05% | 0.15% | Q4 2021 | Q4 2022 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 1 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q4 2014 | 4 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 4 |
Capital Asset Advisory Services LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
TOWER TRUST Co | 4 | 4 | 0.26% | 0.31% | 0.38% | Q2 2013 | Q1 2014 | 4 |
Argentus Capital Management, LLC | 3 | 1 | 0.08% | 0.20% | 0.29% | Q4 2014 | Q3 2016 | 4 |
VSR Financial Services, Inc. | 2 | 2 | 0.09% | 0.16% | 0.31% | Q1 2014 | Q2 2016 | 4 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
Apeiron RIA LLC | 3 | 1 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q2 2023 | 4 |
Alexandria Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Voya Financial Advisors, Inc. | 4 | 4 | 0.06% | 0.06% | 0.08% | Q1 2016 | Q4 2016 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DAVENPORT & Co LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bartlett & Co. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2018 | 3 |
Segment Wealth Management, LLC | 2 | 1 | 0.09% | 0.29% | 0.66% | Q1 2017 | Q4 2018 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 3 |
Cedar Brook Financial Partners, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.22% | 0.64% | Q4 2022 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
VALLEY NATIONAL ADVISERS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Timber Hill LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Smart Money Group LLC | 3 | 3 | 2.27% | 2.48% | 2.68% | Q2 2018 | Q4 2018 | 3 |
Valtinson Bruner Financial Planning LLC | 3 | 3 | 1.52% | 1.63% | 1.82% | Q4 2018 | Q2 2019 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
LexAurum Advisors, LLC | 3 | 3 | 0.80% | 0.84% | 0.88% | Q4 2018 | Q2 2019 | 3 |
F-Squared Investment Management, LLC | 1 | 1 | 3.74% | 5.94% | 8.47% | Q3 2013 | Q4 2014 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.28% | 0.44% | Q3 2015 | Q3 2019 | 3 |
Founders Financial Alliance, LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
JAMES INVESTMENT RESEARCH INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WEDBUSH SECURITIES INC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q3 2017 | 3 |
Delos Wealth Advisors, LLC | 3 | 3 | 3.34% | 3.59% | 3.72% | Q1 2023 | Q3 2023 | 3 |
Cavalier Investments, LLC | 2 | 1 | 0.19% | 3.90% | 11.33% | Q1 2016 | Q2 2017 | 3 |
BENJAMIN EDWARDS INC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 3 |
EUDAIMONIA ADVISORS LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q2 2022 | Q4 2022 | 3 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 2 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q1 2019 | 2 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q4 2022 | Q1 2023 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.24% | 0.30% | 0.36% | Q2 2017 | Q3 2017 | 2 |
Tuttle Capital Management, LLC | 2 | 2 | 0.35% | 0.54% | 0.74% | Q1 2017 | Q2 2017 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q2 2016 | 2 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.09% | 0.14% | 0.18% | Q3 2022 | Q4 2022 | 2 |
CAPITAL ONE FINANCIAL CORP | 2 | 2 | 0.05% | 0.29% | 0.54% | Q1 2020 | Q2 2020 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.27% | 0.28% | 0.28% | Q2 2019 | Q3 2019 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 9.82% | 9.98% | 10.14% | Q2 2014 | Q4 2018 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Secure Asset Management, LLC | 2 | 2 | 1.67% | 1.83% | 2.00% | Q4 2019 | Q1 2020 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.10% | 0.19% | Q4 2018 | Q3 2019 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q1 2019 | Q2 2019 | 2 |
Brookstone Capital Management | 1 | 1 | 0.01% | 1.46% | 2.92% | Q3 2015 | Q2 2022 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Triumph Capital Management | 2 | 2 | 0.43% | 0.47% | 0.50% | Q2 2023 | Q3 2023 | 2 |
HORIZON FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.04% | 0.06% | 0.09% | Q2 2019 | Q3 2022 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Stegent Equity Advisors, Inc. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2022 | Q2 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2020 | Q1 2020 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
PGIM Custom Harvest LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2019 | Q3 2019 | 1 |
DRW Securities, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Accel Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CX Institutional | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
RKL Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Capital Square, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Biondo Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 2.98% | 2.98% | 2.98% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2019 | Q4 2019 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Trilogy Capital Inc. | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2019 | Q3 2019 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Noven Financial Group, Inc. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2014 | Q2 2014 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2022 | Q3 2022 | 1 |
Quaker Wealth Management, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2019 | Q4 2019 | 1 |
CT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 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.