Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 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 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
HOWE & RUSLING INC | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 33 | 8 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 29 | 11 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 40 |
SignalPoint Asset Management, LLC | 36 | 3 | 0.09% | 0.12% | 0.17% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 39 | 39 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q3 2023 | 39 |
Private Advisor Group, LLC | 27 | 11 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 38 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 27 | 9 | 0.02% | 0.72% | 3.92% | Q2 2013 | Q2 2022 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.01% | 0.03% | 0.14% | Q4 2014 | Q3 2023 | 36 |
Ameritas Investment Partners, Inc. | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Hudock, Inc. | 36 | 36 | 0.02% | 0.04% | 0.08% | Q4 2013 | Q3 2022 | 36 |
Cetera Advisors LLC | 15 | 2 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q3 2023 | 35 |
Prospera Financial Services Inc | 13 | 9 | 0.00% | 0.07% | 0.15% | Q3 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
Cetera Advisor Networks LLC | 24 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 33 |
Brouwer & Janachowski, LLC | 32 | 32 | 0.07% | 2.46% | 7.05% | Q4 2013 | Q3 2021 | 32 |
PARK NATIONAL CORP /OH/ | 32 | 32 | 0.04% | 0.29% | 0.39% | Q1 2016 | Q4 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 26 | 4 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 30 |
CWM, LLC | 22 | 8 | 0.00% | 0.00% | 0.06% | Q1 2016 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2020 | 29 |
Bank of New York Mellon Corp | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 28 |
First Allied Advisory Services, Inc. | 28 | 28 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q1 2020 | 28 |
AE Wealth Management LLC | 27 | 27 | 0.06% | 0.70% | 2.21% | Q1 2017 | Q3 2023 | 27 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 27 |
JPMORGAN CHASE & CO | 20 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 25 |
M&T BANK CORP | 21 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2020 | 25 |
Steward Partners Investment Advisory, LLC | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
JNBA Financial Advisors | 12 | 5 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q4 2019 | 24 |
StrategIQ Financial Group, LLC | 14 | 10 | 0.04% | 0.12% | 0.26% | Q2 2016 | Q3 2023 | 24 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.04% | 0.25% | Q2 2014 | Q4 2021 | 23 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Millburn Ridgefield Corp | 20 | 20 | 0.00% | 0.02% | 0.12% | Q4 2016 | Q3 2021 | 20 |
1834 INVESTMENT ADVISORS CO | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2022 | 20 |
First Horizon Advisors, Inc. | 12 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.19% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Harvest Investment Services, LLC | 20 | 20 | 0.50% | 0.85% | 1.62% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
TFG Advisers LLC | 19 | 19 | 0.11% | 0.19% | 0.39% | Q4 2018 | Q2 2023 | 19 |
OLD MISSION CAPITAL LLC | 9 | 2 | 0.01% | 0.05% | 0.12% | Q4 2014 | Q3 2023 | 19 |
HighTower Advisors, LLC | 12 | 7 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 19 |
BB&T SECURITIES, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2019 | 18 |
Vantage Investment Advisors, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2018 | 18 |
Shoker Investment Counsel, Inc. | 18 | 18 | 0.19% | 0.34% | 0.63% | Q2 2014 | Q3 2018 | 18 |
Sterling Capital Management LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2017 | 18 |
Creative Planning | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2020 | 18 |
IFC Holdings Incorporated/FL | 15 | 3 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q4 2017 | 18 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
AdvisorNet Financial, Inc | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 17 |
FMR LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
BESSEMER GROUP INC | 12 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 17 |
RDA Financial Network | 16 | 16 | 0.09% | 0.11% | 0.13% | Q3 2019 | Q2 2023 | 16 |
Maple Capital Management, Inc. | 16 | 16 | 0.03% | 0.10% | 0.16% | Q2 2017 | Q1 2021 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.16% | 0.34% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
RELIANCE TRUST CO OF DELAWARE | 11 | 5 | 0.11% | 0.13% | 0.14% | Q4 2013 | Q1 2019 | 16 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 16 |
Kovack Advisors, Inc. | 15 | 1 | 0.04% | 0.07% | 0.30% | Q2 2014 | Q2 2023 | 16 |
Gradient Investments LLC | 8 | 1 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q1 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Regal Investment Advisors LLC | 15 | 15 | 0.11% | 0.26% | 0.56% | Q2 2013 | Q4 2016 | 15 |
Smithfield Trust Co | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2017 | 15 |
Simplicity Solutions, LLC | 13 | 2 | 0.05% | 1.13% | 2.45% | Q1 2017 | Q4 2020 | 15 |
Sigma Planning Corp | 11 | 4 | 0.03% | 0.07% | 0.14% | Q4 2014 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BOKF, NA | 13 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Measured Wealth Private Client Group, LLC | 14 | 14 | 0.09% | 1.03% | 1.98% | Q2 2019 | Q3 2022 | 14 |
Archer Investment Corp | 14 | 14 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Quad-Cities Investment Group, LLC | 14 | 14 | 0.14% | 0.22% | 0.37% | Q1 2018 | Q2 2021 | 14 |
FIFTH THIRD BANCORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 14 |
HOEY INVESTMENTS, INC | 12 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
Pinnacle Bancorp, Inc. | 9 | 5 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Integrated Wealth Concepts LLC | 9 | 4 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
WINTRUST INVESTMENTS LLC | 13 | 13 | 0.09% | 0.18% | 0.39% | Q1 2017 | Q1 2020 | 13 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.04% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 12 | 12 | 0.15% | 0.22% | 0.25% | Q4 2017 | Q3 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.06% | 0.15% | Q3 2017 | Q1 2021 | 12 |
American Portfolios Advisors | 9 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 12 |
Kowal Investment Group, LLC | 12 | 12 | 0.08% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
ForthRight Wealth Management, LLC | 12 | 12 | 1.31% | 1.95% | 2.58% | Q4 2020 | Q3 2023 | 12 |
HL FINANCIAL SERVICES LLC | 12 | 12 | 0.01% | 0.07% | 0.11% | Q2 2016 | Q1 2019 | 12 |
SII INVESTMENTS INC/WI | 12 | 12 | 0.03% | 0.14% | 0.23% | Q2 2013 | Q1 2016 | 12 |
BDO Wealth Advisors, LLC | 12 | 12 | 0.02% | 0.06% | 0.11% | Q2 2017 | Q1 2020 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.00% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Sargent Investment Group, LLC | 11 | 11 | 0.05% | 0.37% | 0.55% | Q4 2018 | Q2 2021 | 11 |
First Heartland Consultants, Inc. | 6 | 1 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q1 2021 | 11 |
Cutler Group LLC / CA | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 7 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 11 |
Transamerica Financial Advisors, Inc. | 7 | 4 | 0.00% | 0.05% | 0.14% | Q1 2015 | Q3 2023 | 11 |
Cetera Investment Advisers | 7 | 3 | 0.00% | 0.05% | 0.17% | Q4 2015 | Q1 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.01% | 0.32% | 3.02% | Q4 2019 | Q1 2022 | 10 |
COMERICA SECURITIES INC | 9 | 1 | 0.03% | 0.06% | 0.16% | Q4 2014 | Q2 2018 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 10 |
PRW Wealth Management LLC | 10 | 10 | 0.27% | 0.43% | 0.58% | Q4 2018 | Q1 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Rench Wealth Management, Inc. | 5 | 5 | 0.15% | 0.20% | 0.23% | Q2 2014 | Q1 2018 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
OneDigital Investment Advisors LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 10 | 10 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
STEPHENS INC /AR/ | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2020 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
NATIONAL PLANNING CORP | 9 | 9 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q2 2015 | 9 |
LifePro Asset Management | 9 | 9 | 0.09% | 0.14% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Advisors Capital Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
MML INVESTORS SERVICES, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2019 | 9 |
Moors & Cabot, Inc. | 8 | 1 | 0.05% | 0.07% | 0.11% | Q2 2014 | Q2 2019 | 9 |
WealthShield Partners, LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q1 2021 | 9 |
Virtue Capital Management, LLC | 9 | 9 | 0.05% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Certified Advisory Corp | 9 | 9 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2020 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.05% | 0.10% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Camelot Portfolios, LLC | 3 | 1 | 0.10% | 0.14% | 0.17% | Q2 2013 | Q1 2018 | 9 |
Virtu KCG Holdings LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q4 2016 | 8 |
RETIREMENT GUYS FORMULA LLC | 8 | 8 | 0.21% | 0.36% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Robertson Stephens Wealth Management, LLC | 8 | 8 | 0.04% | 0.08% | 0.16% | Q3 2019 | Q2 2021 | 8 |
TUCKER ASSET MANAGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
COMERICA BANK | 7 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2021 | 8 |
BANK OF MONTREAL /CAN/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2022 | 8 |
Asset Dedication, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.38% | 0.64% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Triumph Capital Management | 8 | 8 | 0.13% | 0.65% | 1.11% | Q4 2021 | Q3 2023 | 8 |
WealthBridge Capital Management, LLC | 6 | 2 | 0.02% | 0.15% | 0.24% | Q4 2018 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Arden Trust Co | 8 | 8 | 0.04% | 0.07% | 0.11% | Q2 2019 | Q1 2021 | 8 |
Column Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.06% | 0.35% | Q1 2015 | Q2 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Sharkey, Howes & Javer | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2016 | 7 |
Cedar Brook Financial Partners, LLC | 7 | 7 | 0.12% | 0.24% | 0.30% | Q4 2018 | Q2 2020 | 7 |
CENTAURUS FINANCIAL, INC. | 7 | 7 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q2 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Atlas Brown,Inc. | 7 | 7 | 0.16% | 0.65% | 1.08% | Q2 2014 | Q4 2015 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.26% | 0.32% | 0.41% | Q1 2022 | Q3 2023 | 7 |
BlackDiamond Wealth Management, LLC | 7 | 7 | 0.46% | 1.82% | 2.42% | Q4 2021 | Q2 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
CIBC WORLD MARKET INC. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2015 | 7 |
FIRST TRUST ADVISORS LP | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q4 2014 | 6 |
SECURITY NATIONAL TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 6 |
Destiny Wealth Partners, LLC | 6 | 6 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q1 2022 | 6 |
BENJAMIN EDWARDS INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
Sunflower Bank, N.A. | 6 | 6 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q1 2022 | 6 |
RAND WEALTH, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q3 2018 | 6 |
Orion Portfolio Solutions, LLC | 4 | 2 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q1 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Jaffetilchin Investment Partners, LLC | 4 | 1 | 0.01% | 0.04% | 0.12% | Q4 2016 | Q4 2022 | 6 |
CREDIT SUISSE AG/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Tyler-Stone Wealth Management | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
ShoreHaven Wealth Partners, LLC | 6 | 6 | 0.58% | 0.71% | 0.84% | Q4 2020 | Q1 2022 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Sound Income Strategies, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 6 |
Snowden Capital Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
COTTONWOOD CAPITAL ADVISORS, LLC | 5 | 5 | 0.35% | 0.40% | 0.42% | Q3 2022 | Q3 2023 | 5 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
CAPITAL GUARDIAN TRUST CO | 3 | 2 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q1 2017 | 5 |
Old Port Advisors | 5 | 5 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q1 2022 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Centric Wealth Management | 5 | 5 | 0.77% | 0.99% | 1.07% | Q3 2019 | Q3 2020 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2021 | 5 |
Krilogy Financial LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 5 |
Brown Advisory Securities, LLC | 3 | 2 | 0.07% | 0.09% | 0.11% | Q4 2013 | Q2 2015 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.02% | 0.03% | 0.09% | Q4 2018 | Q4 2019 | 5 |
Cavalier Investments, LLC | 5 | 5 | 0.18% | 0.20% | 0.20% | Q4 2015 | Q4 2016 | 5 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2023 | 5 |
Accel Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BKS ADVISORS, LLC | 5 | 5 | 0.84% | 0.99% | 1.12% | Q1 2015 | Q1 2016 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q1 2018 | Q1 2019 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.26% | 0.27% | 0.28% | Q4 2022 | Q4 2023 | 5 |
Peterson Wealth Advisors, LLC | 5 | 5 | 0.29% | 0.51% | 0.76% | Q4 2017 | Q4 2018 | 5 |
LBA Wealth Management, LLC | 5 | 5 | 0.11% | 0.14% | 0.19% | Q1 2016 | Q1 2017 | 5 |
VSR Financial Services, Inc. | 3 | 2 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 5 |
Founders Financial Alliance, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q4 2022 | 5 |
Foundations Investment Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.00% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Realta Investment Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.10% | 0.36% | Q3 2013 | Q3 2018 | 4 |
Financial Advisors Network, Inc. | 4 | 4 | 0.06% | 0.09% | 0.15% | Q3 2021 | Q2 2022 | 4 |
ProVise Management Group, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q2 2015 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.02% | 0.06% | 0.10% | Q4 2019 | Q3 2020 | 4 |
TOWER TRUST Co | 4 | 4 | 0.15% | 0.18% | 0.26% | Q2 2013 | Q1 2014 | 4 |
DDFG, Inc | 4 | 4 | 0.20% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.06% | 0.10% | 0.14% | Q4 2014 | Q3 2015 | 4 |
Rehmann Capital Advisory Group | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 4 |
Qube Research & Technologies Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 4 |
BlackRock Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
WASHINGTON TRUST BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.07% | 0.09% | 0.15% | Q2 2018 | Q1 2019 | 4 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2022 | 4 |
Financial Gravity Asset Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 4 |
StoneX Group Inc. | 4 | 4 | 0.07% | 0.09% | 0.11% | Q1 2020 | Q4 2020 | 4 |
TD ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Private Portfolio Partners LLC | 3 | 3 | 0.11% | 0.16% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
FOREFRONT WEALTH MANAGEMENT INC. | 3 | 3 | 1.72% | 1.82% | 1.90% | Q1 2023 | Q3 2023 | 3 |
CENTRAL TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
SeaCrest Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 3 |
PCG Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.25% | 0.35% | Q1 2022 | Q3 2022 | 3 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
OLD NATIONAL BANCORP /IN/ | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 |
Authentikos Wealth Advisory, LLC | 3 | 3 | 0.46% | 0.50% | 0.58% | Q1 2023 | Q3 2023 | 3 |
Csenge Advisory Group | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 3 |
IHT Wealth Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q2 2021 | 3 |
Worth Financial Advisory Group, LLC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.07% | 0.09% | 0.14% | Q2 2019 | Q4 2019 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 5.01% | 5.26% | 5.49% | Q4 2017 | Q2 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
FUKOKU MUTUAL LIFE INSURANCE Co | 3 | 3 | 1.19% | 1.24% | 1.28% | Q1 2023 | Q3 2023 | 3 |
Atria Investments, Inc | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q4 2022 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q4 2019 | 3 |
NewEdge Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
BLAIR WILLIAM & CO/IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Clearstead Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Simplicity Wealth,LLC | 2 | 2 | 0.14% | 0.23% | 0.31% | Q4 2022 | Q1 2023 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Independent Wealth Network Inc. | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q1 2023 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.19% | 0.22% | 0.25% | Q4 2015 | Q1 2016 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.17% | 0.19% | 0.20% | Q4 2022 | Q1 2023 | 2 |
RFG Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q4 2019 | 2 |
Holistic Financial Partners | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Cape Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
QUEST CAPITAL MANAGEMENT INC /ADV | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Elevated Capital Advisors, LLC | 2 | 2 | 0.35% | 0.36% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q1 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
MEITAV INVESTMENT HOUSE LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2020 | Q2 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2017 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
USCA RIA LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2015 | Q1 2016 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q3 2019 | Q4 2019 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q1 2022 | Q2 2022 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.14% | 0.27% | Q4 2015 | Q1 2020 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q1 2015 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.48% | 0.96% | Q2 2021 | Q4 2022 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2015 | Q4 2015 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Truadvice, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 3.29% | 3.29% | 3.29% | Q3 2023 | Q3 2023 | 1 |
Aris Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Adams Asset Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2015 | Q3 2015 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FolioMetrix LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2022 | Q3 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
Root Financial Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Mirador Capital Partners LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 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.