Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 50 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.03% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 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 |
Janney Montgomery Scott LLC | 29 | 11 | 0.04% | 0.19% | 0.27% | Q3 2013 | Q3 2023 | 40 |
Cambridge Investment Research Advisors, Inc. | 39 | 39 | 0.01% | 0.08% | 0.17% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
Private Advisor Group, LLC | 39 | 39 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 38 | 38 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 38 |
US BANCORP \DE\ | 36 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 37 |
Cetera Advisor Networks LLC | 36 | 36 | 0.02% | 0.06% | 0.26% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 36 |
SYNOVUS FINANCIAL CORP | 36 | 36 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2022 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.03% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
GOLDMAN SACHS GROUP INC | 33 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2022 | 35 |
LVZ, Inc. | 35 | 35 | 0.12% | 0.27% | 0.48% | Q1 2015 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 34 | 0.01% | 0.05% | 0.11% | Q2 2015 | Q3 2023 | 34 |
OPPENHEIMER & CO INC | 33 | 33 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 33 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
HighTower Advisors, LLC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.04% | 0.25% | 0.88% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.08% | 0.22% | 0.56% | Q4 2015 | Q3 2023 | 31 |
Transamerica Financial Advisors, Inc. | 31 | 31 | 0.00% | 0.36% | 1.09% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.27% | 2.03% | 5.43% | Q2 2016 | Q3 2023 | 30 |
Krilogy Financial LLC | 30 | 30 | 0.11% | 0.30% | 1.75% | Q2 2016 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.14% | 0.32% | 0.64% | Q1 2016 | Q3 2023 | 30 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 24 | 5 | 0.00% | 0.44% | 1.04% | Q1 2015 | Q3 2023 | 29 |
Jaffetilchin Investment Partners, LLC | 14 | 1 | 0.02% | 1.07% | 6.20% | Q3 2015 | Q3 2023 | 29 |
First Horizon Advisors, Inc. | 9 | 1 | 0.00% | 0.23% | 1.33% | Q2 2014 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 14 | 0.00% | 0.04% | 0.14% | Q2 2014 | Q4 2021 | 28 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.06% | 0.11% | Q1 2017 | Q3 2023 | 27 |
IHT Wealth Management, LLC | 25 | 2 | 0.00% | 0.75% | 3.16% | Q4 2016 | Q3 2023 | 27 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 13 | 0.00% | 0.44% | 1.18% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 19 | 7 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 26 |
CWM, LLC | 13 | 5 | 0.00% | 0.01% | 0.12% | Q2 2016 | Q3 2023 | 26 |
First Allied Advisory Services, Inc. | 26 | 26 | 0.02% | 0.19% | 0.40% | Q2 2014 | Q3 2020 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 26 |
WEDBUSH SECURITIES INC | 12 | 2 | 0.01% | 0.14% | 0.37% | Q3 2015 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
AMERIPRISE FINANCIAL INC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 25 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.06% | 0.09% | 0.10% | Q2 2013 | Q1 2019 | 24 |
Sigma Planning Corp | 22 | 1 | 0.03% | 0.14% | 0.52% | Q4 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 19 | 5 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 24 |
First Heartland Consultants, Inc. | 14 | 1 | 0.02% | 0.14% | 0.39% | Q2 2013 | Q3 2023 | 23 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2021 | 23 |
COMERICA SECURITIES INC | 23 | 23 | 0.06% | 0.23% | 0.56% | Q2 2013 | Q4 2018 | 23 |
Financial Advocates Investment Management | 22 | 22 | 0.02% | 0.10% | 0.28% | Q2 2018 | Q3 2023 | 22 |
StoneX Group Inc. | 19 | 3 | 0.07% | 0.46% | 0.87% | Q2 2017 | Q3 2023 | 22 |
Cetera Advisors LLC | 13 | 9 | 0.01% | 0.16% | 0.38% | Q2 2013 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Baird Financial Group, Inc. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Integrated Wealth Concepts LLC | 11 | 10 | 0.03% | 0.13% | 0.19% | Q4 2017 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.13% | 0.47% | Q3 2018 | Q3 2023 | 21 |
BB&T SECURITIES, LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2019 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.04% | 0.57% | 1.90% | Q4 2018 | Q3 2023 | 20 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Concorde Asset Management, LLC | 18 | 2 | 0.16% | 0.35% | 2.44% | Q3 2018 | Q3 2023 | 20 |
Riverpoint Wealth Management Holdings, LLC | 20 | 20 | 0.19% | 1.84% | 7.59% | Q4 2016 | Q3 2021 | 20 |
Voya Financial Advisors, Inc. | 20 | 20 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2021 | 20 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q3 2023 | 20 |
Kingsview Wealth Management, LLC | 7 | 6 | 0.04% | 0.30% | 0.52% | Q3 2017 | Q3 2023 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.09% | 0.19% | 0.40% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.14% | Q4 2017 | Q3 2022 | 20 |
PRIVATE TRUST CO NA | 17 | 3 | 0.01% | 0.04% | 0.06% | Q1 2014 | Q3 2023 | 20 |
Cypress Wealth Services, LLC | 20 | 20 | 0.07% | 0.18% | 0.52% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
M Holdings Securities, Inc. | 18 | 1 | 0.09% | 0.18% | 0.32% | Q1 2017 | Q1 2022 | 19 |
RFG Advisory, LLC | 19 | 19 | 0.01% | 0.07% | 0.14% | Q1 2019 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2022 | 19 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.03% | 0.14% | Q2 2019 | Q3 2023 | 18 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q2 2017 | 17 |
Mutual Advisors, LLC | 17 | 17 | 0.02% | 0.06% | 0.23% | Q3 2019 | Q3 2023 | 17 |
Allworth Financial LP | 16 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 17 |
Cornerstone Wealth Management, LLC | 10 | 1 | 0.03% | 0.26% | 0.56% | Q1 2016 | Q2 2021 | 17 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.61% | 0.81% | 1.07% | Q4 2019 | Q3 2023 | 16 |
FMR LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST BANK | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 16 |
USCA RIA LLC | 8 | 8 | 0.04% | 0.12% | 0.35% | Q2 2017 | Q2 2021 | 16 |
STRATEGY ASSET MANAGERS LLC | 16 | 16 | 0.09% | 0.11% | 0.17% | Q4 2019 | Q3 2023 | 16 |
IFG Advisory, LLC | 15 | 1 | 0.05% | 0.10% | 0.14% | Q3 2019 | Q3 2023 | 16 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2023 | 16 |
WINTRUST INVESTMENTS LLC | 16 | 16 | 0.73% | 0.85% | 1.07% | Q4 2016 | Q3 2020 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.07% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 16 |
1776 Wealth LLC | 16 | 16 | 0.27% | 0.37% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Commonwealth Equity Services, Inc | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2017 | 16 |
Crumly & Associates Inc. | 16 | 16 | 0.09% | 0.21% | 0.46% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
B. Riley Wealth Advisors, Inc. | 12 | 4 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Moloney Securities Asset Management, LLC | 15 | 15 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q2 2023 | 15 |
GERMAN AMERICAN BANCORP, INC. | 8 | 1 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q2 2023 | 15 |
EPG Wealth Management LLC | 15 | 15 | 0.12% | 0.28% | 0.48% | Q1 2020 | Q3 2023 | 15 |
Horizon Investments, LLC | 9 | 6 | 0.12% | 0.39% | 0.97% | Q1 2015 | Q4 2019 | 15 |
Strid Group, LLC | 15 | 15 | 0.10% | 0.78% | 2.95% | Q1 2020 | Q3 2023 | 15 |
Marks Group Wealth Management, Inc | 15 | 15 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Walkner Condon Financial Advisors LLC | 8 | 7 | 0.19% | 0.40% | 1.00% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.05% | 0.10% | Q2 2016 | Q4 2019 | 15 |
Western Wealth Management, LLC | 8 | 7 | 0.08% | 0.15% | 0.24% | Q4 2019 | Q3 2023 | 15 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.03% | 0.11% | 0.22% | Q1 2020 | Q3 2023 | 15 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.15% | 0.68% | Q1 2015 | Q2 2018 | 14 |
IFC Holdings Incorporated/FL | 10 | 4 | 0.02% | 0.08% | 0.33% | Q2 2014 | Q4 2017 | 14 |
SignalPoint Asset Management, LLC | 14 | 14 | 0.21% | 0.75% | 1.15% | Q2 2020 | Q3 2023 | 14 |
Pinnacle Family Advisors, LLC | 12 | 2 | 0.26% | 0.30% | 0.40% | Q2 2019 | Q3 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 13 | 1 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q2 2023 | 14 |
Vestmark Advisory Solutions, Inc. | 13 | 1 | 0.02% | 0.06% | 0.15% | Q3 2019 | Q3 2023 | 14 |
Private Portfolio Partners LLC | 14 | 14 | 0.10% | 0.13% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
WealthBridge Capital Management, LLC | 6 | 2 | 0.08% | 0.11% | 0.16% | Q4 2018 | Q3 2023 | 14 |
Simplicity Solutions, LLC | 10 | 3 | 0.01% | 0.05% | 0.19% | Q1 2018 | Q3 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.06% | 0.13% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.20% | 0.48% | Q3 2020 | Q3 2023 | 13 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 7 | 1 | 0.07% | 0.17% | 0.28% | Q2 2014 | Q1 2020 | 13 |
&PARTNERS | 12 | 12 | 0.10% | 0.18% | 0.27% | Q3 2020 | Q2 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 12 |
HUNTINGTON NATIONAL BANK | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Perennial Investment Advisors, LLC | 11 | 1 | 0.04% | 0.18% | 0.39% | Q4 2019 | Q3 2023 | 12 |
MSI Financial Services Inc | 12 | 12 | 0.00% | 0.04% | 0.09% | Q1 2014 | Q4 2016 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 1.97% | 3.33% | 5.37% | Q4 2020 | Q3 2023 | 12 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Harvest Investment Services, LLC | 9 | 2 | 0.42% | 0.87% | 1.39% | Q4 2018 | Q1 2022 | 11 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Arkadios Wealth Advisors | 6 | 5 | 0.03% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 11 |
CREDIT SUISSE AG/ | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2019 | 11 |
VSR Financial Services, Inc. | 11 | 11 | 0.03% | 0.10% | 0.28% | Q4 2013 | Q2 2016 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Chicago Wealth Management, Inc. | 11 | 11 | 0.21% | 0.23% | 0.24% | Q1 2021 | Q3 2023 | 11 |
SUNTRUST BANKS INC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 11 |
M&T BANK CORP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
LEVEL FOUR ADVISORY SERVICES, LLC | 10 | 10 | 0.03% | 0.09% | 0.12% | Q1 2019 | Q2 2021 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.01% | 0.19% | 1.46% | Q4 2020 | Q3 2023 | 10 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8 | 2 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.08% | 0.15% | 0.23% | Q1 2021 | Q3 2023 | 10 |
Triton Wealth Management, PLLC | 9 | 9 | 0.26% | 0.33% | 0.50% | Q1 2020 | Q1 2022 | 9 |
FOUNDERS FINANCIAL SECURITIES LLC | 9 | 9 | 0.49% | 1.00% | 1.65% | Q4 2017 | Q4 2019 | 9 |
INVESTMENT CENTERS OF AMERICA INC | 6 | 1 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q1 2017 | 9 |
SG Americas Securities, LLC | 7 | 2 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2017 | 9 |
Strategic Blueprint, LLC | 9 | 9 | 0.03% | 0.08% | 0.13% | Q4 2020 | Q4 2022 | 9 |
Kovack Advisors, Inc. | 4 | 2 | 0.02% | 0.10% | 0.19% | Q3 2015 | Q4 2021 | 9 |
PFS INVESTMENTS INC. | 9 | 9 | 0.71% | 1.00% | 1.20% | Q4 2017 | Q4 2019 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 0.13% | 0.15% | 0.26% | Q4 2020 | Q4 2022 | 9 |
STEPHENS INC /AR/ | 4 | 2 | 0.00% | 0.04% | 0.10% | Q1 2014 | Q4 2021 | 9 |
Good Life Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Sterling Manor Financial, LLC | 5 | 2 | 0.26% | 3.75% | 8.77% | Q4 2020 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.22% | 0.37% | Q3 2021 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 8 | 8 | 0.08% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 8 |
HFG Advisors, Inc. | 8 | 8 | 2.25% | 2.46% | 2.57% | Q4 2021 | Q3 2023 | 8 |
Shamrock Asset Management LLC | 6 | 2 | 0.01% | 6.68% | 11.91% | Q3 2014 | Q2 2018 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.62% | 0.70% | 0.82% | Q4 2021 | Q3 2023 | 8 |
BHF RG Capital Inc. | 8 | 8 | 0.67% | 0.72% | 0.85% | Q4 2019 | Q3 2021 | 8 |
Laurel Wealth Advisors, Inc. | 8 | 8 | 0.04% | 0.06% | 0.06% | Q1 2018 | Q4 2019 | 8 |
TOWNSQUARE CAPITAL LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q2 2021 | 8 |
Horizon Family Wealth, Inc. | 8 | 8 | 1.12% | 1.23% | 1.45% | Q4 2021 | Q3 2023 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.34% | 0.46% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Virtue Capital Management, LLC | 8 | 8 | 0.06% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.19% | 0.44% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.42% | 0.52% | 0.86% | Q4 2021 | Q3 2023 | 8 |
True Link Financial Advisors, LLC | 8 | 8 | 0.01% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
PFG Advisors | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 3 | 2 | 0.01% | 0.05% | 0.13% | Q3 2020 | Q3 2023 | 8 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.07% | 0.23% | Q3 2014 | Q3 2023 | 8 |
Tyler-Stone Wealth Management | 5 | 2 | 0.21% | 0.24% | 0.26% | Q4 2021 | Q3 2023 | 7 |
NewSquare Capital LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Clarus Wealth Advisors | 7 | 7 | 0.04% | 0.25% | 0.48% | Q4 2017 | Q2 2019 | 7 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.05% | 0.25% | Q4 2018 | Q3 2021 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.18% | 0.23% | 0.32% | Q4 2021 | Q2 2023 | 7 |
Gradient Investments LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
ACG Wealth | 4 | 1 | 0.03% | 0.05% | 0.08% | Q2 2019 | Q2 2022 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.16% | 0.26% | 0.39% | Q1 2022 | Q3 2023 | 7 |
BKA Wealth Consulting, Inc. | 7 | 7 | 0.57% | 0.64% | 0.72% | Q1 2022 | Q3 2023 | 7 |
G&S Capital LLC | 4 | 3 | 0.31% | 0.49% | 0.64% | Q2 2020 | Q1 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.05% | 0.13% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Institute for Wealth Management, LLC. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Bluesphere Advisors, LLC | 6 | 6 | 0.21% | 0.24% | 0.30% | Q4 2020 | Q1 2022 | 6 |
CX Institutional | 6 | 6 | 0.18% | 0.36% | 0.56% | Q2 2022 | Q3 2023 | 6 |
Kowal Investment Group, LLC | 5 | 1 | 0.03% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q1 2021 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q1 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q4 2014 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Global Financial Private Capital, Inc | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2018 | 6 |
Empirical Asset Management, LLC | 4 | 2 | 0.19% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 6 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.07% | 0.23% | Q3 2014 | Q3 2023 | 6 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 6 |
VisionPoint Advisory Group, LLC | 6 | 6 | 0.12% | 0.21% | 0.28% | Q4 2018 | Q1 2020 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
St. James Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
SouthState Corp | 4 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 5 |
BANK OF MONTREAL /CAN/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Asset Dedication, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HAYS ADVISORY LLC | 3 | 2 | 2.88% | 3.40% | 3.99% | Q3 2014 | Q4 2015 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2019 | 5 |
Key FInancial Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Visionary Asset Management, Inc. | 3 | 2 | 0.23% | 0.33% | 0.47% | Q3 2014 | Q4 2015 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Colonial River Wealth Management, LLC | 5 | 5 | 0.31% | 0.31% | 0.32% | Q4 2021 | Q4 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.13% | 0.14% | 0.15% | Q4 2021 | Q4 2022 | 5 |
Independent Portfolio Consultants, Inc. | 3 | 2 | 0.01% | 0.01% | 0.03% | Q3 2014 | Q4 2015 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 1.08% | 1.31% | 1.59% | Q4 2020 | Q3 2023 | 5 |
Regal Investment Advisors LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 5 |
Holloway Wealth Management, LLC | 5 | 5 | 0.09% | 0.14% | 0.18% | Q1 2021 | Q1 2022 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 0.71% | 0.84% | 0.96% | Q4 2021 | Q4 2022 | 5 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.45% | 0.50% | 0.52% | Q3 2022 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.02% | 0.23% | 0.38% | Q1 2021 | Q2 2022 | 5 |
Golden State Wealth Management, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2020 | 4 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Leelyn Smith, LLC | 3 | 1 | 0.01% | 0.09% | 0.13% | Q4 2019 | Q1 2022 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 1.81% | 1.91% | 2.02% | Q4 2022 | Q3 2023 | 4 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 4 |
Lucia Wealth Services, LLC | 4 | 4 | 0.09% | 0.47% | 0.78% | Q4 2019 | Q3 2020 | 4 |
1900 WEALTH MANAGEMENT LLC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q1 2022 | 4 |
TOTAL INVESTMENT MANAGEMENT INC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2018 | Q3 2019 | 4 |
MUFG Americas Holdings Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Xcel Wealth Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Arden Trust Co | 4 | 4 | 1.58% | 1.83% | 2.08% | Q1 2023 | Q4 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Founders Financial Alliance, LLC | 3 | 1 | 0.09% | 0.09% | 0.10% | Q3 2020 | Q4 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q1 2022 | 4 |
Sanchez Wealth Management Group | 4 | 4 | 2.57% | 2.77% | 3.18% | Q4 2017 | Q3 2018 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.07% | 0.15% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Bogart Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2019 | 4 |
TOMPKINS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 4 |
WealthTrust Asset Management, LLC | 4 | 4 | 0.22% | 0.28% | 0.32% | Q2 2021 | Q1 2022 | 4 |
Beck Bode, LLC | 4 | 4 | 0.92% | 1.09% | 1.20% | Q4 2022 | Q3 2023 | 4 |
Cutler Group LLC / CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 3 |
RELIANCE TRUST CO OF DELAWARE | 3 | 3 | 0.08% | 0.16% | 0.24% | Q3 2018 | Q1 2019 | 3 |
Creative Planning | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Veritable, L.P. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
NATIONAL PLANNING CORP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2017 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 3 |
OneAscent Financial Services LLC | 3 | 3 | 0.18% | 0.29% | 0.41% | Q1 2023 | Q3 2023 | 3 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.05% | 0.06% | 0.07% | Q3 2014 | Q2 2015 | 3 |
WIN ADVISORS, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
GeoWealth Management, LLC | 1 | 1 | 0.62% | 0.97% | 1.45% | Q3 2021 | Q3 2023 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Premia Global Advisors, LLC | 3 | 3 | 7.44% | 9.76% | 11.81% | Q2 2018 | Q4 2018 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.08% | 0.34% | 0.82% | Q2 2022 | Q1 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
LexAurum Advisors, LLC | 3 | 3 | 1.29% | 1.37% | 1.45% | Q2 2018 | Q4 2018 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.26% | 0.28% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.03% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2018 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Trinity Legacy Partners, LLC | 3 | 3 | 0.14% | 0.15% | 0.17% | Q1 2020 | Q3 2020 | 3 |
Aris Wealth Services, Inc. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2015 | Q3 2015 | 2 |
WEALTH ADVISORS, INC. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.06% | 0.10% | Q1 2017 | Q3 2023 | 2 |
TKG Advisors, LLC | 2 | 2 | 0.42% | 0.46% | 0.50% | Q4 2021 | Q1 2022 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.05% | 0.13% | 0.22% | Q4 2019 | Q1 2020 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Hayden Royal, LLC | 1 | 1 | 0.39% | 1.00% | 1.60% | Q4 2020 | Q3 2021 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.03% | 0.08% | 0.14% | Q1 2018 | Q3 2021 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.71% | 0.73% | 0.75% | Q3 2021 | Q4 2021 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
True Capital Management | 2 | 2 | 0.56% | 0.61% | 0.66% | Q4 2022 | Q1 2023 | 2 |
Placemark Investments, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q4 2019 | 2 |
Kraft, Davis & Associates, LLC | 1 | 1 | 0.08% | 0.34% | 0.60% | Q4 2022 | Q2 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Trust Direct Indexing L.P. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CapWealth Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
FIRST INTERSTATE BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
Timber Hill LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 2 | 2 | 0.14% | 0.20% | 0.28% | Q4 2021 | Q1 2022 | 2 |
Clearstead Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 1.20% | 1.40% | 1.59% | Q4 2022 | Q1 2023 | 2 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2021 | Q3 2021 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2021 | Q3 2021 | 1 |
FolioMetrix LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
EUDAIMONIA ADVISORS LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2017 | Q3 2017 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2015 | Q3 2015 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Signify Wealth | 1 | 1 | 5.61% | 5.61% | 5.61% | Q3 2021 | Q3 2021 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 4.86% | 4.86% | 4.86% | Q3 2022 | Q3 2022 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Covington Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Whitnell & Co. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2021 | Q4 2021 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
KMG FIDUCIARY PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MTM Investment Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2020 | Q4 2020 | 1 |
Cadence Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
American Institute for Advanced Investment Management, LLP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Integrated Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Spectrum Wealth Advisory Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own FIRST TR LRG CP GRWTH ALPHAD or have owned FIRST TR LRG CP GRWTH ALPHAD in the past.