Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.04% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CONDOR CAPITAL MANAGEMENT | 28 | 13 | 0.05% | 1.07% | 2.41% | Q2 2013 | Q3 2023 | 41 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 14 | 0.00% | 0.12% | 0.58% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.09% | 0.34% | Q3 2013 | Q3 2023 | 40 |
FIFTH THIRD BANCORP | 40 | 40 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 22 | 17 | 0.01% | 0.03% | 0.13% | Q4 2013 | Q3 2023 | 39 |
JPMORGAN CHASE & CO | 35 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 39 |
PARK NATIONAL CORP /OH/ | 39 | 39 | 0.03% | 0.09% | 0.13% | Q2 2014 | Q4 2023 | 39 |
Raymond James Financial Services Advisors, Inc. | 37 | 1 | 0.03% | 0.13% | 0.63% | Q2 2013 | Q3 2023 | 38 |
Cetera Advisors LLC | 27 | 10 | 0.01% | 0.10% | 0.32% | Q2 2013 | Q3 2023 | 37 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 37 |
US BANCORP \DE\ | 25 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 37 |
Transamerica Financial Advisors, Inc. | 36 | 36 | 0.00% | 0.24% | 0.96% | Q4 2014 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.04% | 0.18% | 0.29% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.06% | 0.12% | Q2 2015 | Q3 2023 | 34 |
STEPHENS INC /AR/ | 31 | 2 | 0.01% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 33 |
AMERIPRISE FINANCIAL INC | 31 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 32 |
Stratos Wealth Partners, LTD. | 17 | 1 | 0.01% | 0.04% | 0.09% | Q2 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.06% | 0.17% | 0.34% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 31 |
CAHILL FINANCIAL ADVISORS INC | 25 | 6 | 0.04% | 0.30% | 0.75% | Q4 2013 | Q1 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.15% | 0.31% | 0.65% | Q1 2016 | Q3 2023 | 30 |
LVZ, Inc. | 27 | 2 | 0.07% | 0.36% | 0.67% | Q2 2016 | Q3 2023 | 29 |
Prospera Financial Services Inc | 17 | 12 | 0.09% | 0.19% | 0.56% | Q2 2016 | Q3 2023 | 29 |
HM PAYSON & CO | 18 | 11 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 29 |
AlphaMark Advisors, LLC | 28 | 28 | 0.03% | 0.09% | 0.54% | Q4 2016 | Q3 2023 | 28 |
SYNOVUS FINANCIAL CORP | 18 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.34% | 0.78% | 1.31% | Q4 2016 | Q3 2023 | 28 |
Camelot Portfolios, LLC | 20 | 2 | 0.11% | 0.41% | 1.21% | Q2 2013 | Q3 2022 | 28 |
WEDBUSH SECURITIES INC | 17 | 5 | 0.01% | 0.07% | 0.15% | Q3 2016 | Q3 2023 | 27 |
First Allied Advisory Services, Inc. | 27 | 27 | 0.02% | 0.09% | 0.28% | Q1 2014 | Q3 2020 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Winslow, Evans & Crocker, Inc. | 20 | 7 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2020 | 27 |
Cetera Advisor Networks LLC | 26 | 1 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
USCA RIA LLC | 27 | 27 | 0.04% | 0.08% | 0.17% | Q2 2013 | Q4 2019 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q3 2019 | 26 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.02% | 0.05% | 0.13% | Q1 2015 | Q1 2021 | 25 |
B. Riley Wealth Advisors, Inc. | 12 | 2 | 0.02% | 0.25% | 0.51% | Q2 2013 | Q3 2023 | 25 |
IHT Wealth Management, LLC | 14 | 5 | 0.00% | 0.06% | 0.30% | Q4 2016 | Q3 2023 | 25 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.08% | 0.11% | 0.15% | Q2 2013 | Q1 2019 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 24 |
Creative Planning | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 24 |
CITY HOLDING CO | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Sigma Planning Corp | 11 | 5 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
HighTower Advisors, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
BALDWIN BROTHERS LLC/MA | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 24 |
CWM, LLC | 10 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 23 |
RFG Advisory, LLC | 14 | 2 | 0.02% | 0.05% | 0.14% | Q3 2017 | Q3 2023 | 23 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2023 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.34% | 0.74% | 1.30% | Q4 2017 | Q2 2023 | 23 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.03% | 0.11% | Q2 2014 | Q4 2021 | 23 |
MML INVESTORS SERVICES, LLC | 14 | 8 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 22 |
Pinnacle Family Advisors, LLC | 13 | 2 | 0.10% | 0.88% | 5.60% | Q4 2016 | Q2 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 20 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2020 | 21 |
Atria Investments, Inc | 16 | 5 | 0.03% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 21 |
Legacy Private Trust Co. | 21 | 21 | 0.10% | 0.44% | 1.05% | Q4 2013 | Q4 2018 | 21 |
First Horizon Advisors, Inc. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 17 | 1 | 0.00% | 0.04% | 0.15% | Q1 2014 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.04% | 0.12% | Q4 2017 | Q3 2022 | 20 |
Global Retirement Partners, LLC | 10 | 3 | 0.00% | 0.03% | 0.32% | Q4 2016 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
COMERICA SECURITIES INC | 10 | 9 | 0.05% | 0.14% | 0.40% | Q4 2013 | Q4 2018 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2017 | 18 |
FMR LLC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 13 | 1 | 0.10% | 0.16% | 0.33% | Q2 2014 | Q3 2021 | 17 |
WFG Advisors, LP | 17 | 17 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2017 | 17 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 1.66% | 2.87% | 3.86% | Q4 2019 | Q3 2023 | 16 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 14 | 2 | 0.04% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 16 |
Clearwater Capital Advisors, LLC | 16 | 16 | 0.06% | 0.41% | 0.60% | Q2 2016 | Q1 2020 | 16 |
Gladstone Institutional Advisory LLC | 16 | 16 | 0.03% | 0.26% | 1.07% | Q4 2018 | Q3 2022 | 16 |
Element Wealth, LLC | 16 | 16 | 0.26% | 0.33% | 0.37% | Q4 2019 | Q3 2023 | 16 |
GOLDMAN SACHS GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 16 |
Baker Avenue Asset Management, LP | 8 | 1 | 0.02% | 0.09% | 1.08% | Q2 2013 | Q4 2019 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Bison Wealth, LLC | 16 | 16 | 0.14% | 0.26% | 0.41% | Q3 2015 | Q2 2019 | 16 |
Titus Wealth Management | 15 | 15 | 0.16% | 0.26% | 0.48% | Q4 2018 | Q2 2022 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.64% | 0.80% | 1.31% | Q1 2018 | Q2 2023 | 15 |
Cypress Wealth Services, LLC | 15 | 15 | 0.06% | 0.37% | 0.60% | Q4 2017 | Q2 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Good Life Advisors, LLC | 13 | 2 | 0.05% | 0.13% | 0.28% | Q4 2016 | Q1 2021 | 15 |
Western Wealth Management, LLC | 8 | 7 | 0.05% | 0.11% | 0.17% | Q4 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q4 2016 | 15 |
AdvisorNet Financial, Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Parkside Financial Bank & Trust | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 14 |
INVESTMENT CENTERS OF AMERICA INC | 14 | 14 | 0.04% | 0.08% | 0.14% | Q2 2014 | Q3 2017 | 14 |
Dorsey Wright & Associates | 6 | 1 | 0.03% | 2.36% | 4.89% | Q2 2013 | Q3 2023 | 14 |
Aspire Private Capital, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.15% | 0.18% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Intersect Capital LLC | 10 | 4 | 0.05% | 0.12% | 0.22% | Q3 2017 | Q3 2021 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
StoneX Group Inc. | 8 | 1 | 0.05% | 0.21% | 0.43% | Q3 2017 | Q2 2023 | 14 |
WINTRUST INVESTMENTS LLC | 13 | 1 | 0.04% | 0.26% | 0.49% | Q4 2016 | Q2 2020 | 14 |
Cedar Brook Financial Partners, LLC | 8 | 1 | 0.05% | 0.20% | 0.50% | Q4 2018 | Q3 2023 | 14 |
HUNTINGTON NATIONAL BANK | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
VSR Financial Services, Inc. | 13 | 13 | 0.03% | 0.13% | 0.70% | Q2 2013 | Q2 2016 | 13 |
Cornerstone Wealth Management, LLC | 7 | 1 | 0.04% | 0.14% | 0.39% | Q1 2016 | Q2 2021 | 13 |
Arrow Investment Advisors, LLC | 6 | 1 | 3.04% | 4.07% | 5.42% | Q2 2013 | Q4 2021 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Rathbones Group PLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.14% | 0.20% | 0.28% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.11% | 0.22% | Q3 2020 | Q3 2023 | 13 |
DB Wealth Management Group, LLC | 12 | 12 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.76% | 0.84% | 0.94% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.23% | 0.31% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Astor Investment Management LLC | 12 | 12 | 0.34% | 2.47% | 3.99% | Q1 2014 | Q4 2016 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.08% | 0.23% | 0.42% | Q3 2020 | Q2 2023 | 12 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.06% | 0.33% | Q3 2016 | Q2 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.08% | 0.09% | 0.12% | Q2 2020 | Q1 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.18% | 0.35% | 0.47% | Q2 2013 | Q1 2016 | 12 |
Equitable Holdings, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Kingsview Wealth Management, LLC | 10 | 1 | 0.02% | 0.12% | 0.20% | Q4 2017 | Q3 2023 | 11 |
NORTHWEST WEALTH MANAGEMENT, LLC | 8 | 3 | 0.22% | 0.26% | 0.32% | Q4 2016 | Q3 2019 | 11 |
CENTRAL TRUST Co | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 11 |
Financial Advocates Investment Management | 11 | 11 | 0.03% | 0.07% | 0.14% | Q4 2017 | Q2 2020 | 11 |
OneDigital Investment Advisors LLC | 6 | 5 | 0.01% | 0.07% | 0.17% | Q1 2019 | Q4 2021 | 11 |
BlackRock Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
HBK Sorce Advisory LLC | 6 | 1 | 0.14% | 0.28% | 0.38% | Q1 2017 | Q1 2020 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 11 |
BENJAMIN EDWARDS INC | 9 | 2 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.09% | 0.18% | Q1 2021 | Q3 2023 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Virtu Financial LLC | 5 | 1 | 0.03% | 0.14% | 0.40% | Q3 2014 | Q3 2019 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Perigon Wealth Management, LLC | 9 | 1 | 0.06% | 0.10% | 0.14% | Q3 2011 | Q3 2023 | 10 |
Avior Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
RAYMOND JAMES TRUST N.A. | 7 | 1 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q3 2023 | 10 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
JNBA Financial Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.24% | 0.31% | 0.38% | Q3 2021 | Q3 2023 | 9 |
Allworth Financial LP | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 9 |
Keel Point, LLC | 8 | 1 | 0.04% | 0.06% | 0.10% | Q1 2016 | Q2 2018 | 9 |
HOWE & RUSLING INC | 8 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2023 | 9 |
AE Wealth Management LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
1776 Wealth LLC | 9 | 9 | 0.11% | 0.16% | 0.22% | Q4 2019 | Q4 2021 | 9 |
Larson Financial Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 5 | 1 | 0.00% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 8 |
WESTWOOD HOLDINGS GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q1 2021 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.55% | 0.95% | 1.51% | Q4 2021 | Q3 2023 | 8 |
MONECO Advisors, LLC | 8 | 8 | 0.33% | 0.48% | 0.67% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Virtue Capital Management, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.34% | 0.42% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.22% | 0.26% | 0.31% | Q4 2021 | Q3 2023 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 0.32% | 0.49% | 0.70% | Q4 2015 | Q3 2017 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
PFG Advisors | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q1 2015 | 8 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.03% | 0.09% | 0.15% | Q2 2013 | Q4 2014 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 7 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.01% | 0.11% | 0.24% | Q1 2014 | Q3 2018 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.04% | 0.09% | Q4 2020 | Q4 2022 | 7 |
Kovack Advisors, Inc. | 4 | 3 | 0.12% | 0.32% | 0.48% | Q1 2015 | Q2 2017 | 7 |
Golden State Equity Partners | 4 | 3 | 0.13% | 2.29% | 3.84% | Q2 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Ancora Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Integrated Wealth Concepts LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 7 |
NATIONAL PLANNING CORP | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2017 | 7 |
Virtu KCG Holdings LLC | 4 | 3 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q2 2017 | 7 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 7 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.05% | 0.18% | 0.37% | Q4 2014 | Q3 2016 | 7 |
Total Clarity Wealth Management, Inc. | 7 | 7 | 0.60% | 1.07% | 1.81% | Q1 2021 | Q3 2022 | 7 |
Global Financial Private Capital, Inc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
BARCLAYS PLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 6 |
First Heartland Consultants, Inc. | 5 | 1 | 0.03% | 0.27% | 0.37% | Q2 2013 | Q3 2023 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2017 | 6 |
SII INVESTMENTS INC/WI | 5 | 1 | 0.05% | 0.09% | 0.17% | Q2 2013 | Q4 2017 | 6 |
CHURCHILL MANAGEMENT Corp | 6 | 6 | 0.47% | 0.81% | 1.47% | Q2 2013 | Q3 2014 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Plante Moran Financial Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 6 |
MCDONALD PARTNERS LLC | 4 | 2 | 0.09% | 0.10% | 0.13% | Q4 2020 | Q2 2022 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2021 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
FDx Advisors, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 6 |
Golden State Wealth Management, LLC | 4 | 2 | 0.06% | 0.30% | 0.63% | Q1 2019 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2014 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 6 |
SIGNATUREFD, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 6 |
Ameritas Advisory Services, LLC | 4 | 2 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 6 |
Formidable Asset Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q1 2016 | 5 |
J.W. COLE ADVISORS, INC. | 4 | 1 | 0.02% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 5 |
Bank of New York Mellon Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Rehmann Capital Advisory Group | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Alliance Wealth Advisors, LLC | 5 | 5 | 0.25% | 0.80% | 2.86% | Q4 2020 | Q4 2021 | 5 |
Key FInancial Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors, Inc. | 4 | 1 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q4 2019 | 5 |
National Wealth Management Group, LLC | 5 | 5 | 0.29% | 0.30% | 0.32% | Q3 2022 | Q3 2023 | 5 |
IFG Advisory, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 5 |
Wagner Wealth Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 5 |
Simplicity Solutions, LLC | 4 | 1 | 0.02% | 0.18% | 0.29% | Q1 2015 | Q3 2018 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 0.37% | 0.46% | 0.52% | Q4 2021 | Q4 2022 | 5 |
Kowal Investment Group, LLC | 4 | 1 | 0.05% | 0.14% | 0.17% | Q3 2021 | Q3 2023 | 5 |
NORTHERN TRUST CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Brown Miller Wealth Management, LLC | 4 | 1 | 0.20% | 0.25% | 0.29% | Q1 2021 | Q3 2023 | 5 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.06% | 0.27% | Q4 2015 | Q2 2023 | 5 |
Lloyd Advisory Services, LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Holloway Wealth Management, LLC | 5 | 5 | 0.94% | 1.41% | 2.08% | Q1 2021 | Q1 2022 | 5 |
Regal Investment Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2015 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.11% | 0.12% | 0.12% | Q3 2021 | Q3 2022 | 5 |
Pinnacle Bancorp, Inc. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 5 |
Belpointe Asset Management LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Ausdal Financial Partners, Inc. | 4 | 4 | 0.16% | 0.17% | 0.20% | Q4 2015 | Q3 2016 | 4 |
Kistler-Tiffany Companies, LLC | 4 | 4 | 0.01% | 0.06% | 0.08% | Q3 2022 | Q2 2023 | 4 |
ICA Group Wealth Management, LLC | 4 | 4 | 0.00% | 0.07% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Hilltop Holdings Inc. | 4 | 4 | 0.11% | 0.12% | 0.12% | Q3 2013 | Q2 2014 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.01% | 0.51% | 0.82% | Q4 2022 | Q3 2023 | 4 |
LexAurum Advisors, LLC | 2 | 2 | 0.93% | 1.05% | 1.16% | Q4 2017 | Q3 2021 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.05% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Park Edge Advisors, LLC | 4 | 4 | 0.13% | 0.18% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.69% | 0.76% | 0.88% | Q4 2022 | Q3 2023 | 4 |
FAS Wealth Partners, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Premia Global Advisors, LLC | 4 | 4 | 1.12% | 1.54% | 2.50% | Q2 2018 | Q1 2019 | 4 |
MAI Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.05% | 0.06% | 0.10% | Q2 2018 | Q1 2019 | 4 |
MUFG Americas Holdings Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 4 | 0.14% | 0.18% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Concorde Asset Management, LLC | 3 | 1 | 0.16% | 0.25% | 0.34% | Q2 2015 | Q4 2019 | 4 |
Integrated Wealth Management | 4 | 4 | 0.01% | 0.16% | 0.46% | Q2 2016 | Q1 2017 | 4 |
Realta Investment Advisors | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.04% | 0.08% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Madden Advisory Services, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2014 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Moloney Securities Asset Management, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q2 2018 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Stonebridge Financial Planning Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Harvest Investment Services, LLC | 3 | 3 | 0.66% | 0.88% | 1.00% | Q1 2021 | Q3 2021 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 3 |
Advisor Resource Council | 1 | 1 | 0.05% | 0.12% | 0.20% | Q2 2021 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
TCI Wealth Advisors, Inc. | 3 | 3 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q1 2017 | 3 |
ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Renaissance Technologies | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Fortress Wealth Group, LLC | 3 | 3 | 4.30% | 4.42% | 4.48% | Q1 2023 | Q3 2023 | 3 |
Cavalier Investments, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2017 | Q3 2017 | 3 |
ARS Wealth Advisors Group, LLC | 3 | 3 | 0.08% | 0.20% | 0.34% | Q2 2022 | Q4 2022 | 3 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.06% | 0.10% | Q2 2021 | Q4 2022 | 3 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.08% | 0.14% | 0.17% | Q2 2017 | Q4 2017 | 3 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2015 | 3 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
IAMS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.92% | 0.95% | 0.99% | Q4 2022 | Q1 2023 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 2 |
Pensionmark Financial Group, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q3 2019 | Q4 2019 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
ABLE Financial Group, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q2 2023 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kraft, Davis & Associates, LLC | 1 | 1 | 0.08% | 0.25% | 0.41% | Q4 2022 | Q2 2023 | 2 |
American Institute for Advanced Investment Management, LLP | 2 | 2 | 0.43% | 0.56% | 0.68% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q1 2020 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q2 2023 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q1 2017 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2015 | 2 |
G&S Capital LLC | 1 | 1 | 0.00% | 0.28% | 0.57% | Q1 2020 | Q2 2021 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.61% | 0.71% | 0.82% | Q4 2022 | Q1 2023 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 1.00% | 2.00% | Q4 2019 | Q2 2020 | 2 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q4 2019 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
TOWER TRUST Co | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2013 | Q3 2013 | 2 |
BKA Wealth Consulting, Inc. | 1 | 1 | 0.31% | 0.33% | 0.34% | Q1 2022 | Q2 2023 | 2 |
Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Secure Asset Management, LLC | 2 | 2 | 0.61% | 0.63% | 0.64% | Q4 2022 | Q1 2023 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 2 |
PCA Investment Advisory Services Inc. | 2 | 2 | 0.07% | 0.11% | 0.14% | Q1 2023 | Q2 2023 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q3 2016 | 2 |
Colonial River Wealth Management, LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q4 2019 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
XML Financial, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Peterson Wealth Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2014 | Q3 2014 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
CNB Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Legacy Trust | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Timber Hill LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own FIRST TR MID CAP CORE ALPHAD or have owned FIRST TR MID CAP CORE ALPHAD in the past.