Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.04% | 0.13% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.01% | 0.44% | 1.95% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 41 | 41 | 0.01% | 0.05% | 0.11% | Q3 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 33 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Cetera Advisor Networks LLC | 40 | 40 | 0.03% | 0.09% | 0.25% | Q4 2013 | Q3 2023 | 40 |
JPMORGAN CHASE & CO | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 25 | 1 | 0.02% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 40 |
Cambridge Investment Research Advisors, Inc. | 40 | 40 | 0.01% | 0.13% | 0.55% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.19% | 0.44% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.04% | 0.12% | Q3 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 39 |
Smithfield Trust Co | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
SYNOVUS FINANCIAL CORP | 37 | 37 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 37 |
US BANCORP \DE\ | 36 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 37 |
HighTower Advisors, LLC | 37 | 37 | 0.00% | 0.03% | 0.10% | Q3 2014 | Q3 2023 | 37 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.02% | 0.05% | 0.20% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.02% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 36 |
BLAIR WILLIAM & CO/IL | 27 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 35 |
LVZ, Inc. | 35 | 35 | 0.13% | 0.27% | 0.47% | Q1 2015 | Q3 2023 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 34 |
FIFTH THIRD BANCORP | 23 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 34 |
Koshinski Asset Management, Inc. | 16 | 2 | 0.02% | 0.10% | 0.25% | Q4 2014 | Q3 2023 | 33 |
Tower Research Capital LLC (TRC) | 18 | 1 | 0.00% | 0.05% | 0.17% | Q1 2014 | Q3 2023 | 33 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.03% | 0.12% | 0.36% | Q4 2015 | Q3 2023 | 32 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.04% | Q1 2016 | Q3 2023 | 31 |
GOLDMAN SACHS GROUP INC | 23 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.11% | 0.35% | Q4 2015 | Q3 2023 | 31 |
Snowden Capital Advisors LLC | 22 | 8 | 0.19% | 0.31% | 0.45% | Q1 2016 | Q3 2023 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.07% | 0.63% | 1.55% | Q2 2016 | Q3 2023 | 30 |
Janney Capital Management LLC | 19 | 4 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 29 |
First Allied Advisory Services, Inc. | 29 | 29 | 0.01% | 0.16% | 0.32% | Q3 2013 | Q3 2020 | 29 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.00% | 0.61% | 1.78% | Q4 2016 | Q3 2023 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 23 | 2 | 0.00% | 0.18% | 0.36% | Q2 2014 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.01% | 0.25% | 1.03% | Q4 2016 | Q3 2023 | 28 |
AlphaMark Advisors, LLC | 28 | 28 | 0.03% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 28 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 27 |
Winslow, Evans & Crocker, Inc. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q4 2020 | 27 |
NEXT Financial Group, Inc | 14 | 2 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q4 2021 | 26 |
Regal Investment Advisors LLC | 13 | 1 | 0.51% | 0.73% | 1.10% | Q4 2016 | Q3 2023 | 25 |
Wills Financial Group, Inc. | 25 | 25 | 0.20% | 0.29% | 0.38% | Q4 2013 | Q4 2019 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.01% | 0.46% | 2.05% | Q1 2015 | Q1 2021 | 25 |
CWM, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 25 |
Valmark Advisers, Inc. | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Avior Wealth Management, LLC | 13 | 11 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 24 |
B. Riley Wealth Advisors, Inc. | 13 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q1 2019 | 24 |
COMERICA SECURITIES INC | 23 | 23 | 0.13% | 0.43% | 0.95% | Q2 2013 | Q4 2018 | 23 |
AMERIPRISE FINANCIAL INC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 23 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 23 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 22 |
Financial Advocates Investment Management | 22 | 22 | 0.02% | 0.05% | 0.11% | Q2 2018 | Q3 2023 | 22 |
StoneX Group Inc. | 19 | 3 | 0.10% | 0.41% | 0.80% | Q2 2017 | Q3 2023 | 22 |
NORTHWEST WEALTH MANAGEMENT, LLC | 10 | 3 | 0.08% | 0.34% | 1.24% | Q4 2016 | Q2 2023 | 22 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q1 2023 | 22 |
Kingsview Wealth Management, LLC | 9 | 6 | 0.04% | 0.25% | 0.44% | Q1 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.04% | 0.08% | 0.13% | Q3 2018 | Q3 2023 | 21 |
Eukles Asset Management | 20 | 20 | 0.83% | 1.59% | 2.53% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.05% | 0.90% | 3.25% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.03% | 0.12% | Q4 2017 | Q3 2022 | 20 |
Sigma Planning Corp | 19 | 1 | 0.02% | 0.14% | 0.53% | Q4 2014 | Q3 2023 | 20 |
CREDIT SUISSE AG/ | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2020 | 20 |
Cornerstone Wealth Management, LLC | 20 | 20 | 0.02% | 0.24% | 0.42% | Q3 2016 | Q2 2021 | 20 |
Wealthcare Advisory Partners LLC | 13 | 1 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q4 2022 | 20 |
FMR LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Cedar Brook Financial Partners, LLC | 14 | 5 | 0.08% | 0.11% | 0.17% | Q4 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Riverpoint Wealth Management Holdings, LLC | 19 | 19 | 0.07% | 3.63% | 7.06% | Q4 2016 | Q2 2021 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 19 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 19 |
RFG Advisory, LLC | 19 | 19 | 0.02% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Simplicity Solutions, LLC | 8 | 3 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 18 |
Chicago Partners Investment Group LLC | 18 | 18 | 0.07% | 0.13% | 0.31% | Q2 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.03% | 0.03% | Q2 2013 | Q3 2017 | 18 |
First Heartland Consultants, Inc. | 9 | 1 | 0.02% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 17 |
Concorde Asset Management, LLC | 11 | 1 | 0.15% | 0.29% | 0.58% | Q3 2018 | Q3 2023 | 17 |
USCA RIA LLC | 17 | 17 | 0.03% | 0.09% | 0.32% | Q2 2017 | Q2 2021 | 17 |
WINTRUST INVESTMENTS LLC | 16 | 1 | 0.30% | 0.70% | 1.20% | Q4 2016 | Q1 2021 | 17 |
Mutual Advisors, LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2017 | 17 |
SeaCrest Wealth Management, LLC | 11 | 6 | 0.03% | 0.06% | 0.14% | Q2 2019 | Q3 2023 | 17 |
BB&T SECURITIES, LLC | 11 | 5 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2019 | 16 |
Bank of New York Mellon Corp | 13 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
Horizon Investments, LLC | 9 | 7 | 0.03% | 0.35% | 1.01% | Q1 2015 | Q4 2019 | 16 |
Halpern Financial, Inc. | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.05% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 16 |
1776 Wealth LLC | 16 | 16 | 0.12% | 0.20% | 0.28% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.04% | 0.10% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Western Wealth Management, LLC | 8 | 7 | 0.09% | 0.11% | 0.13% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.04% | 0.06% | 0.10% | Q2 2016 | Q4 2019 | 15 |
Walkner Condon Financial Advisors LLC | 8 | 7 | 0.19% | 0.27% | 0.52% | Q4 2019 | Q3 2023 | 15 |
Cypress Wealth Services, LLC | 14 | 14 | 0.20% | 0.31% | 0.44% | Q4 2017 | Q1 2021 | 14 |
FDx Advisors, Inc. | 12 | 2 | 0.01% | 0.06% | 0.17% | Q4 2015 | Q2 2019 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
MSI Financial Services Inc | 14 | 14 | 0.00% | 0.08% | 0.17% | Q3 2013 | Q4 2016 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.15% | 0.68% | Q1 2015 | Q2 2018 | 14 |
EPG Wealth Management LLC | 9 | 5 | 0.08% | 0.13% | 0.30% | Q1 2020 | Q3 2023 | 14 |
MGO ONE SEVEN LLC | 10 | 2 | 0.01% | 0.07% | 0.20% | Q4 2017 | Q2 2023 | 14 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 14 | 14 | 0.04% | 0.20% | 0.28% | Q4 2014 | Q1 2018 | 14 |
Pinnacle Family Advisors, LLC | 12 | 1 | 0.31% | 0.62% | 1.82% | Q4 2016 | Q3 2023 | 13 |
MAIRS & POWER INC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.03% | 0.15% | 0.42% | Q2 2013 | Q2 2016 | 13 |
Banco Santander, S.A. | 13 | 13 | 0.02% | 0.10% | 0.21% | Q4 2016 | Q4 2019 | 13 |
Holloway Wealth Management, LLC | 13 | 13 | 0.00% | 0.17% | 1.54% | Q1 2019 | Q1 2022 | 13 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 1 | 0.03% | 0.10% | 0.23% | Q3 2013 | Q3 2017 | 13 |
CENTAURUS FINANCIAL, INC. | 12 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2023 | 13 |
IFG Advisory, LLC | 13 | 13 | 0.03% | 0.10% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.14% | 0.20% | 0.24% | Q3 2020 | Q3 2023 | 13 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 0.15% | 1.64% | 2.40% | Q4 2020 | Q3 2023 | 12 |
Aspen Investment Management Inc | 12 | 12 | 1.31% | 2.29% | 2.76% | Q2 2013 | Q1 2016 | 12 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 6 | 0.04% | 0.13% | 0.27% | Q2 2014 | Q1 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Arkadios Wealth Advisors | 7 | 1 | 0.02% | 0.24% | 0.53% | Q4 2019 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.20% | 0.23% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 12 |
Kowal Investment Group, LLC | 12 | 12 | 0.95% | 1.60% | 2.78% | Q4 2020 | Q3 2023 | 12 |
Creative Planning | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 12 |
Braun-Bostich & Associates Inc. | 12 | 12 | 0.26% | 0.45% | 0.56% | Q4 2017 | Q3 2020 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
HUNTINGTON NATIONAL BANK | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SignalPoint Asset Management, LLC | 12 | 12 | 0.09% | 0.70% | 0.93% | Q4 2020 | Q3 2023 | 12 |
Prospera Financial Services Inc | 11 | 1 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 12 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q2 2021 | 11 |
OneDigital Investment Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
M Holdings Securities, Inc. | 9 | 1 | 0.03% | 0.12% | 0.20% | Q2 2017 | Q1 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Baker Avenue Asset Management, LP | 10 | 1 | 0.04% | 0.12% | 0.61% | Q2 2013 | Q4 2019 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 11 |
SMITH HAYES Advisers, Inc | 11 | 11 | 0.06% | 0.13% | 0.16% | Q3 2013 | Q1 2016 | 11 |
STEPHENS INC /AR/ | 10 | 10 | 0.06% | 0.17% | 0.22% | Q1 2014 | Q2 2016 | 10 |
WealthTrust Asset Management, LLC | 10 | 10 | 0.20% | 0.25% | 0.27% | Q2 2021 | Q3 2023 | 10 |
SUNTRUST BANKS INC | 9 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Strategic Blueprint, LLC | 10 | 10 | 0.05% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Allworth Financial LP | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
CENTRAL TRUST Co | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.11% | 0.18% | 0.38% | Q2 2021 | Q3 2023 | 10 |
Pacifica Partners Inc. | 10 | 10 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q4 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.08% | 0.17% | 0.25% | Q1 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
Mengis Capital Management, Inc. | 9 | 9 | 0.16% | 0.18% | 0.20% | Q3 2016 | Q3 2018 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.63% | 0.92% | 1.27% | Q4 2019 | Q4 2021 | 9 |
Whitnell & Co. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
Ancora Advisors LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q4 2019 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.23% | 0.31% | 0.36% | Q3 2021 | Q3 2023 | 9 |
WEDBUSH SECURITIES INC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
DFPG INVESTMENTS, LLC | 7 | 2 | 0.03% | 0.28% | 0.50% | Q4 2018 | Q3 2023 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
First Horizon Advisors, Inc. | 6 | 1 | 0.00% | 0.07% | 0.17% | Q1 2017 | Q2 2021 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.12% | 0.14% | 0.19% | Q3 2021 | Q3 2023 | 9 |
FOUNDERS FINANCIAL SECURITIES LLC | 9 | 9 | 0.50% | 0.92% | 1.38% | Q4 2017 | Q4 2019 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
PFS INVESTMENTS INC. | 9 | 9 | 0.67% | 0.92% | 1.15% | Q4 2017 | Q4 2019 | 9 |
PFG Advisors | 8 | 8 | 0.06% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Claraphi Advisory Network, LLC | 7 | 1 | 0.00% | 0.20% | 0.27% | Q4 2017 | Q1 2020 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.25% | 0.28% | 0.32% | Q4 2021 | Q3 2023 | 8 |
BHF RG Capital Inc. | 8 | 8 | 0.35% | 0.41% | 0.53% | Q4 2019 | Q3 2021 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.36% | 0.62% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Gradient Investments LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 4.94% | 5.29% | 5.73% | Q4 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.18% | 0.36% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Rockefeller Capital Management L.P. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
True Link Financial Advisors, LLC | 8 | 8 | 0.01% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
626 Financial, LLC | 4 | 1 | 0.14% | 0.15% | 0.16% | Q1 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.34% | 0.37% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Horizon Family Wealth, Inc. | 8 | 8 | 0.29% | 0.32% | 0.35% | Q4 2021 | Q3 2023 | 8 |
JONES FINANCIAL COMPANIES LLLP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.19% | 0.25% | 0.33% | Q4 2021 | Q3 2023 | 8 |
TOTAL INVESTMENT MANAGEMENT INC | 7 | 1 | 10.27% | 11.16% | 13.81% | Q3 2018 | Q1 2021 | 8 |
QUADRANT CAPITAL GROUP LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 8 |
Midwest Heritage Bank, FSB | 8 | 8 | 8.58% | 10.50% | 13.24% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q1 2015 | 8 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.13% | 0.31% | Q2 2013 | Q4 2014 | 7 |
Acorn Wealth Advisors, LLC | 3 | 1 | 0.06% | 0.12% | 0.17% | Q4 2017 | Q2 2023 | 7 |
BROWN ADVISORY INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
M&T BANK CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
Virtu KCG Holdings LLC | 5 | 2 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q2 2017 | 7 |
Stonebridge Financial Planning Group, LLC | 4 | 3 | 0.01% | 0.06% | 0.10% | Q4 2019 | Q4 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.22% | 0.24% | 0.26% | Q4 2021 | Q3 2023 | 7 |
Sowell Financial Services LLC | 5 | 2 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q1 2021 | 7 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.10% | 0.21% | Q4 2014 | Q3 2023 | 7 |
BlackRock Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
Moloney Securities Asset Management, LLC | 4 | 1 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.07% | 0.18% | 0.43% | Q1 2022 | Q3 2023 | 7 |
SEI INVESTMENTS CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 7 |
Orion Portfolio Solutions, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 7 |
Ausdal Financial Partners, Inc. | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Triton Wealth Management, PLLC | 6 | 6 | 1.07% | 1.77% | 2.15% | Q2 2022 | Q3 2023 | 6 |
Global Financial Private Capital, Inc | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q4 2018 | 6 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2017 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 6 |
Vestmark Advisory Solutions, Inc. | 6 | 6 | 0.04% | 0.22% | 0.54% | Q2 2022 | Q3 2023 | 6 |
VisionPoint Advisory Group, LLC | 6 | 6 | 0.10% | 0.17% | 0.26% | Q4 2018 | Q1 2020 | 6 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.02% | 0.76% | 1.56% | Q4 2017 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 6 |
Perennial Investment Advisors, LLC | 6 | 6 | 0.04% | 0.33% | 0.56% | Q1 2022 | Q2 2023 | 6 |
GLENMEDE TRUST CO NA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 6 |
First Capital Advisors Group, LLC. | 6 | 6 | 0.40% | 1.35% | 1.99% | Q4 2016 | Q1 2018 | 6 |
BANK OF MONTREAL /CAN/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2018 | 5 |
Key FInancial Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Asset Dedication, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Salomon & Ludwin, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.87% | 1.10% | 1.22% | Q4 2021 | Q4 2022 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.99% | 1.38% | 2.13% | Q4 2020 | Q3 2023 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
Sterling Manor Financial, LLC | 5 | 5 | 0.79% | 6.11% | 8.41% | Q1 2022 | Q1 2023 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Intercontinental Wealth Advisors, LLC | 3 | 2 | 0.04% | 0.12% | 0.16% | Q4 2015 | Q1 2019 | 5 |
HAYS ADVISORY LLC | 5 | 5 | 1.99% | 2.24% | 2.66% | Q2 2017 | Q2 2018 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.04% | 0.19% | Q4 2018 | Q1 2021 | 5 |
Equitable Holdings, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q2 2014 | 5 |
Private Portfolio Partners LLC | 5 | 5 | 0.06% | 0.10% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Colonial River Wealth Management, LLC | 5 | 5 | 0.44% | 0.47% | 0.51% | Q4 2021 | Q4 2022 | 5 |
MONEY CONCEPTS CAPITAL CORP | 4 | 1 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q4 2022 | 5 |
IFC Holdings Incorporated/FL | 3 | 2 | 0.03% | 0.12% | 0.28% | Q2 2015 | Q4 2017 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 1.15% | 1.40% | 1.60% | Q4 2021 | Q4 2022 | 5 |
MEITAV INVESTMENT HOUSE LTD | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Advisor Resource Council | 3 | 1 | 0.02% | 0.04% | 0.09% | Q2 2021 | Q2 2022 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.01% | 0.36% | 0.83% | Q1 2016 | Q4 2016 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ACG Wealth | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2019 | Q1 2020 | 4 |
Secure Asset Management, LLC | 4 | 4 | 1.12% | 1.28% | 1.47% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.10% | 0.22% | 0.36% | Q4 2022 | Q3 2023 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Private Advisory Group LLC | 2 | 2 | 0.07% | 0.17% | 0.26% | Q4 2018 | Q3 2022 | 4 |
Peak Capital Management LLC | 4 | 4 | 4.27% | 5.56% | 6.82% | Q2 2019 | Q1 2020 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
OneAscent Financial Services LLC | 4 | 4 | 0.12% | 0.34% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 4 |
Altus Wealth Group LLC | 3 | 1 | 0.11% | 0.15% | 0.19% | Q4 2020 | Q2 2023 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.11% | 0.15% | 0.23% | Q2 2018 | Q1 2019 | 4 |
Atria Investments, Inc | 3 | 1 | 0.03% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
NATIONAL PLANNING CORP | 2 | 1 | 0.03% | 0.04% | 0.04% | Q3 2014 | Q3 2017 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.15% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 2.85% | 3.02% | 3.18% | Q4 2022 | Q3 2023 | 4 |
STAR Financial Bank | 4 | 4 | 0.46% | 0.49% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 4 |
SHEETS SMITH WEALTH MANAGEMENT | 4 | 4 | 0.14% | 0.19% | 0.23% | Q4 2014 | Q3 2015 | 4 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.16% | 0.19% | 0.22% | Q1 2016 | Q1 2017 | 3 |
Edge Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 3 |
Cavalier Investments, LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q1 2017 | Q3 2017 | 3 |
Premia Global Advisors, LLC | 3 | 3 | 6.65% | 8.42% | 9.77% | Q2 2018 | Q4 2018 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
RELIANCE TRUST CO OF DELAWARE | 3 | 3 | 0.08% | 0.15% | 0.22% | Q3 2018 | Q1 2019 | 3 |
SteelBridge Private Wealth Advisors LLC | 3 | 3 | 0.96% | 1.00% | 1.03% | Q4 2016 | Q2 2017 | 3 |
Parallel Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q2 2015 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 3 |
Summit Financial Wealth Advisors, LLC | 3 | 3 | 0.25% | 0.28% | 0.30% | Q4 2014 | Q2 2015 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.93% | 0.96% | 1.02% | Q4 2022 | Q3 2023 | 3 |
NWAM LLC | 3 | 3 | 0.18% | 0.26% | 0.41% | Q2 2019 | Q4 2019 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 3 |
Apollon Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.25% | 0.28% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Holistic Financial Partners | 3 | 3 | 5.18% | 5.45% | 5.72% | Q1 2023 | Q3 2023 | 3 |
Milestone Advisory Partners | 3 | 3 | 3.20% | 3.38% | 3.56% | Q4 2017 | Q2 2018 | 3 |
Anfield Capital Management, LLC | 1 | 1 | 0.04% | 0.11% | 0.20% | Q4 2019 | Q2 2021 | 3 |
Founders Financial Alliance, LLC | 2 | 1 | 0.07% | 0.09% | 0.10% | Q3 2020 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.05% | 0.10% | 0.15% | Q1 2023 | Q3 2023 | 3 |
EUDAIMONIA ADVISORS LLC | 2 | 1 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q4 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q1 2020 | 3 |
Econ Financial Services Corp | 3 | 3 | 0.50% | 0.61% | 0.68% | Q4 2018 | Q2 2019 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.31% | 0.33% | 0.35% | Q1 2023 | Q3 2023 | 3 |
ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Trust Co | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.48% | 0.54% | 0.60% | Q4 2019 | Q1 2020 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
G&S Capital LLC | 2 | 2 | 0.50% | 0.55% | 0.59% | Q2 2022 | Q3 2022 | 2 |
TKG Advisors, LLC | 2 | 2 | 0.17% | 0.20% | 0.22% | Q2 2022 | Q3 2022 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SouthState Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
True Capital Management | 2 | 2 | 0.18% | 0.21% | 0.24% | Q4 2022 | Q1 2023 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2015 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
TrueWealth Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.99% | 1.28% | 1.57% | Q4 2022 | Q1 2023 | 2 |
Trinity Legacy Partners, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2020 | Q3 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.11% | 0.20% | Q4 2019 | Q1 2020 | 2 |
CapWealth Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 2 | 2 | 0.14% | 0.20% | 0.27% | Q4 2021 | Q1 2022 | 2 |
Kaydan Wealth Management, Inc. | 2 | 2 | 0.18% | 3.84% | 7.50% | Q4 2022 | Q1 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
CITY HOLDING CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2019 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.38% | 0.48% | 0.58% | Q1 2021 | Q2 2021 | 2 |
Centennial Wealth Advisory LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.34% | 0.49% | 0.63% | Q3 2015 | Q4 2015 | 2 |
American Institute for Advanced Investment Management, LLP | 2 | 2 | 0.28% | 0.37% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2015 | Q3 2015 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
ICC CAPITAL MANAGEMENT INC/ | 1 | 1 | 0.54% | 0.66% | 0.77% | Q1 2014 | Q3 2014 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2022 | Q2 2022 | 1 |
Integrated Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
S.A. Mason LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2022 | Q1 2022 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
FolioMetrix LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Brown Advisory Securities, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q2 2014 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2021 | Q1 2021 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
WealthOne, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Covington Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 10.87% | 10.87% | 10.87% | Q4 2019 | Q4 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Advisor OS, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2021 | Q1 2021 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Beacon Capital Management, 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 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
External links
This page lists all the filers that currently own FIRST TR LRG CP VL ALPHADEX or have owned FIRST TR LRG CP VL ALPHADEX in the past.