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 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
SignalPoint Asset Management, LLC | 41 | 41 | 0.22% | 0.53% | 1.11% | Q3 2013 | Q3 2023 | 41 |
CITIGROUP INC | 40 | 40 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 40 |
D.A. DAVIDSON & CO. | 39 | 39 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 38 | 38 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 38 |
IMA Wealth, Inc. | 36 | 1 | 0.01% | 0.47% | 1.94% | Q2 2014 | Q3 2023 | 37 |
Cambridge Investment Research Advisors, Inc. | 26 | 11 | 0.01% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
JANE STREET GROUP, LLC | 20 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 25 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 23 | 1 | 0.01% | 0.03% | 0.12% | Q4 2013 | Q3 2023 | 36 |
STEPHENS INC /AR/ | 23 | 3 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q1 2022 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 12 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 33 |
JPMORGAN CHASE & CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.06% | 0.18% | Q4 2015 | Q3 2023 | 31 |
Cetera Advisor Networks LLC | 26 | 5 | 0.01% | 0.03% | 0.12% | Q3 2015 | Q3 2023 | 31 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 28 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.06% | 0.22% | Q4 2013 | Q4 2020 | 29 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
Cetera Advisors LLC | 11 | 2 | 0.01% | 0.04% | 0.23% | Q2 2014 | Q3 2023 | 29 |
OPPENHEIMER & CO INC | 27 | 27 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2020 | 27 |
AlphaMark Advisors, LLC | 24 | 3 | 0.01% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 26 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2021 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q3 2023 | 26 |
First Allied Advisory Services, Inc. | 26 | 26 | 0.01% | 0.10% | 0.26% | Q2 2014 | Q3 2020 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 26 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.02% | 0.05% | 0.22% | Q2 2014 | Q1 2023 | 23 |
WINTRUST INVESTMENTS LLC | 23 | 23 | 0.02% | 0.53% | 0.99% | Q2 2016 | Q4 2021 | 23 |
Snowden Capital Advisors LLC | 14 | 8 | 0.03% | 0.09% | 0.16% | Q1 2018 | Q3 2023 | 22 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q4 2021 | 22 |
StoneX Group Inc. | 19 | 3 | 0.08% | 0.31% | 0.65% | Q2 2017 | Q3 2023 | 22 |
Burt Wealth Advisors | 22 | 22 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2020 | 22 |
First Heartland Consultants, Inc. | 12 | 10 | 0.05% | 0.21% | 0.68% | Q2 2013 | Q3 2021 | 22 |
Geneos Wealth Management Inc. | 16 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.06% | 0.13% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.08% | Q4 2017 | Q3 2022 | 20 |
M&T BANK CORP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 20 |
Sigma Planning Corp | 17 | 1 | 0.01% | 0.05% | 0.08% | Q1 2015 | Q1 2023 | 20 |
Cedar Brook Financial Partners, LLC | 15 | 4 | 0.06% | 0.15% | 0.34% | Q4 2018 | Q3 2023 | 19 |
BB&T SECURITIES, LLC | 11 | 8 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2019 | 19 |
Cetera Investment Advisers | 12 | 7 | 0.01% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
AMERIPRISE FINANCIAL INC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 18 |
FIFTH THIRD BANCORP | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2021 | 18 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
HL FINANCIAL SERVICES LLC | 11 | 7 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q1 2019 | 18 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 2 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 17 |
Prospera Financial Services Inc | 10 | 2 | 0.00% | 0.10% | 0.38% | Q2 2013 | Q2 2022 | 17 |
OLD MISSION CAPITAL LLC | 8 | 1 | 0.01% | 0.07% | 0.31% | Q2 2015 | Q3 2023 | 17 |
RFG Advisory, LLC | 8 | 1 | 0.01% | 0.05% | 0.25% | Q3 2018 | Q3 2023 | 17 |
HighTower Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 16 |
1776 Wealth LLC | 16 | 16 | 0.21% | 0.28% | 0.38% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Brinker Capital Investments, LLC | 9 | 2 | 0.00% | 0.42% | 0.98% | Q3 2016 | Q1 2022 | 16 |
AE Wealth Management LLC | 14 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Financial Advocates Investment Management | 13 | 2 | 0.03% | 0.09% | 0.16% | Q2 2018 | Q1 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.04% | 0.07% | Q2 2016 | Q4 2019 | 15 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.01% | 0.07% | 0.15% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Mutual Advisors, LLC | 9 | 2 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 14 |
MSI Financial Services Inc | 14 | 14 | 0.00% | 0.09% | 0.37% | Q3 2013 | Q4 2016 | 14 |
Orion Portfolio Solutions, LLC | 10 | 3 | 0.00% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 13 |
Walkner Condon Financial Advisors LLC | 8 | 5 | 0.06% | 0.20% | 0.38% | Q4 2019 | Q1 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.12% | 0.21% | Q3 2020 | Q3 2023 | 13 |
WFG Advisors, LP | 13 | 13 | 0.00% | 0.03% | 0.05% | Q2 2014 | Q2 2017 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
HARBOR INVESTMENT ADVISORY, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2022 | 13 |
Rockefeller Capital Management L.P. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 12 |
Commonwealth Equity Services, Inc | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2017 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Freedom Investment Management, Inc. | 12 | 12 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q4 2021 | 12 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 12 |
PRIVATE TRUST CO NA | 5 | 3 | 0.02% | 0.06% | 0.09% | Q4 2013 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SECURITY NATIONAL TRUST CO | 12 | 12 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q2 2017 | 12 |
Kovack Advisors, Inc. | 8 | 4 | 0.03% | 0.08% | 0.17% | Q2 2017 | Q2 2023 | 12 |
Bank of New York Mellon Corp | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
IHT Wealth Management, LLC | 6 | 1 | 0.01% | 0.07% | 0.15% | Q4 2016 | Q2 2023 | 11 |
WASHINGTON TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Strategic Blueprint, LLC | 11 | 11 | 0.02% | 0.10% | 0.24% | Q4 2020 | Q2 2023 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 11 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q1 2016 | 11 |
Sunbelt Securities, Inc. | 4 | 1 | 0.00% | 0.08% | 0.23% | Q4 2016 | Q3 2023 | 11 |
Private Advisor Group, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2020 | 11 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Ballew Advisors, Inc | 9 | 1 | 0.21% | 0.23% | 0.30% | Q4 2017 | Q2 2020 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.02% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 10 |
REGIONS FINANCIAL CORP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.19% | 0.51% | Q4 2017 | Q3 2022 | 10 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 10 |
HOWE & RUSLING INC | 10 | 10 | 0.00% | 0.10% | 0.19% | Q2 2017 | Q3 2019 | 10 |
INVESTMENT CENTERS OF AMERICA INC | 10 | 10 | 0.02% | 0.04% | 0.10% | Q1 2015 | Q2 2017 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
Holistic Financial Partners | 10 | 10 | 1.32% | 2.75% | 3.94% | Q4 2017 | Q1 2020 | 10 |
Risk Paradigm Group, LLC | 8 | 2 | 0.53% | 0.76% | 1.01% | Q1 2015 | Q2 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.06% | 0.19% | Q1 2021 | Q3 2023 | 10 |
Spire Wealth Management | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Pinnacle Family Advisors, LLC | 9 | 9 | 0.14% | 0.21% | 0.33% | Q4 2020 | Q4 2022 | 9 |
Yorktown Management & Research Co Inc | 9 | 9 | 0.04% | 0.05% | 0.07% | Q4 2014 | Q4 2016 | 9 |
RAYMOND JAMES TRUST N.A. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2020 | 9 |
Shamrock Asset Management LLC | 6 | 3 | 0.01% | 0.94% | 1.71% | Q1 2014 | Q2 2018 | 9 |
RPg Family Wealth Advisory, LLC | 6 | 3 | 0.02% | 0.12% | 0.32% | Q4 2016 | Q3 2023 | 9 |
IFG Advisory, LLC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q1 2023 | 9 |
Vontobel Holding Ltd. | 9 | 9 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
HYA Advisors, Inc | 8 | 1 | 0.09% | 0.12% | 0.15% | Q4 2019 | Q2 2022 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2018 | 9 |
STRATEGY ASSET MANAGERS LLC | 8 | 1 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q1 2022 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
Zurich Insurance Group Ltd/FI | 8 | 8 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q2 2019 | 8 |
SG Americas Securities, LLC | 4 | 1 | 0.01% | 0.04% | 0.08% | Q3 2014 | Q4 2018 | 8 |
Keystone Financial Group | 8 | 8 | 0.07% | 0.15% | 0.23% | Q1 2018 | Q4 2019 | 8 |
Ashfield Capital Partners, LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q2 2014 | Q3 2018 | 8 |
Virtue Capital Management, LLC | 7 | 1 | 0.04% | 0.06% | 0.14% | Q3 2021 | Q3 2023 | 8 |
PFG Advisors | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
DFPG INVESTMENTS, LLC | 8 | 8 | 0.13% | 0.46% | 0.75% | Q4 2018 | Q3 2020 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.01% | 0.05% | 0.15% | Q4 2018 | Q3 2021 | 8 |
Kowal Investment Group, LLC | 8 | 8 | 0.07% | 0.14% | 0.22% | Q4 2020 | Q3 2022 | 8 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.05% | 0.08% | Q3 2017 | Q1 2022 | 8 |
SMITH, MOORE & CO. | 8 | 8 | 0.07% | 0.07% | 0.09% | Q1 2018 | Q4 2019 | 8 |
BECK CAPITAL MANAGEMENT, LLC | 5 | 3 | 1.09% | 1.65% | 2.97% | Q4 2013 | Q2 2018 | 8 |
HFG Advisors, Inc. | 8 | 8 | 0.38% | 0.44% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Gladstone Institutional Advisory LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 7 |
BlackRock Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 7 |
COMERICA SECURITIES INC | 3 | 2 | 0.05% | 0.17% | 0.30% | Q1 2014 | Q2 2016 | 7 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 7 |
SUNTRUST BANKS INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2017 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.05% | 0.32% | 0.98% | Q4 2017 | Q2 2019 | 7 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q4 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Gradient Investments LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
ARVEST TRUST CO N A | 7 | 7 | 0.97% | 1.13% | 1.51% | Q4 2021 | Q2 2023 | 7 |
Glassman Wealth Services | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2017 | Q3 2018 | 7 |
Stratos Wealth Partners, LTD. | 5 | 2 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 7 |
Southland Equity Partners LLC | 6 | 1 | 0.08% | 0.14% | 0.23% | Q4 2020 | Q1 2023 | 7 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q4 2021 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q2 2020 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
Treasure Coast Financial Planning | 6 | 6 | 0.18% | 0.27% | 0.56% | Q4 2021 | Q1 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Certified Advisory Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 6 |
BANK OF MONTREAL /CAN/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 6 |
VisionPoint Advisory Group, LLC | 6 | 6 | 0.09% | 0.15% | 0.22% | Q4 2018 | Q1 2020 | 6 |
Arvest Bank Trust Division | 6 | 6 | 0.38% | 0.97% | 1.53% | Q2 2020 | Q3 2021 | 6 |
Premia Global Advisors, LLC | 6 | 6 | 0.03% | 4.69% | 8.71% | Q1 2018 | Q2 2019 | 6 |
Covington Capital Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Kingsview Wealth Management, LLC | 4 | 1 | 0.03% | 0.12% | 0.26% | Q4 2017 | Q1 2021 | 6 |
Baird Financial Group, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2019 | 6 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q1 2020 | 6 |
S.C. Financial Services, Inc. | 5 | 5 | 0.31% | 0.76% | 1.24% | Q4 2021 | Q4 2022 | 5 |
DB Wealth Management Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Holloway Wealth Management, LLC | 5 | 5 | 0.10% | 0.12% | 0.14% | Q1 2021 | Q1 2022 | 5 |
FineMark National Bank & Trust | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2014 | 5 |
UBS AG | 5 | 5 | 0.00% | 0.03% | 0.05% | Q3 2013 | Q3 2014 | 5 |
DEUTSCHE BANK AG\ | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 5 |
BREITER CAPITAL MANAGEMENT INC | 3 | 1 | 1.10% | 1.88% | 2.19% | Q4 2017 | Q3 2020 | 5 |
Ameritas Advisory Services, LLC | 4 | 1 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q1 2023 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.50% | 0.64% | 0.92% | Q4 2020 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 5 |
Colonial River Wealth Management, LLC | 5 | 5 | 0.18% | 0.25% | 0.37% | Q4 2021 | Q4 2022 | 5 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 4 | 1 | 0.10% | 0.13% | 0.17% | Q4 2020 | Q1 2022 | 5 |
F-Squared Investment Management, LLC | 5 | 5 | 4.94% | 6.45% | 7.85% | Q3 2013 | Q3 2014 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.00% | 0.07% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 5 |
Pitti Group Wealth Management, LLC | 3 | 2 | 0.25% | 0.59% | 1.81% | Q4 2021 | Q1 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.02% | 0.09% | 0.16% | Q2 2018 | Q2 2019 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2018 | 5 |
BANK OF NOVA SCOTIA | 3 | 2 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 5 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 4 |
Realta Investment Advisors | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q1 2021 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2017 | Q3 2018 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2019 | 4 |
CALTON & ASSOCIATES, INC. | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
NAVELLIER & ASSOCIATES INC | 4 | 4 | 0.05% | 0.25% | 0.80% | Q4 2012 | Q3 2013 | 4 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 4 |
Mainsail Financial Group, LLC | 4 | 4 | 0.95% | 1.03% | 1.11% | Q4 2022 | Q3 2023 | 4 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2021 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Legacy Capital Wealth Partners, LLC | 4 | 4 | 0.18% | 3.71% | 5.23% | Q1 2022 | Q4 2022 | 4 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.05% | 0.12% | 0.24% | Q1 2016 | Q4 2020 | 4 |
Accel Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Beaumont Financial Partners, LLC | 2 | 1 | 0.03% | 0.15% | 0.26% | Q2 2014 | Q1 2016 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.45% | 0.54% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Johnson Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Creative Planning | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2016 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 3 |
Concorde Asset Management, LLC | 2 | 1 | 0.12% | 0.16% | 0.21% | Q3 2018 | Q2 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sterling Manor Financial, LLC | 3 | 3 | 2.08% | 4.19% | 5.46% | Q1 2021 | Q3 2021 | 3 |
SYNOVUS FINANCIAL CORP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 3 | 3 | 0.14% | 0.52% | 0.75% | Q3 2021 | Q1 2022 | 3 |
OneAscent Financial Services LLC | 3 | 3 | 0.10% | 0.11% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Vontobel Swiss Wealth Advisors AG | 3 | 3 | 0.14% | 0.14% | 0.15% | Q4 2020 | Q2 2021 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Equitable Holdings, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 3 |
Good Life Advisors, LLC | 3 | 3 | 0.11% | 0.23% | 0.29% | Q4 2017 | Q2 2018 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.05% | 0.07% | Q3 2018 | Q1 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.10% | 0.16% | 0.28% | Q1 2022 | Q4 2022 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Vishria Bird Financial Group, LLC | 3 | 3 | 4.40% | 5.35% | 6.01% | Q2 2018 | Q4 2018 | 3 |
First Horizon Advisors, Inc. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q1 2022 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.09% | 0.16% | 0.23% | Q2 2017 | Q4 2017 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 3 |
STRINGER ASSET MANAGEMENT, LLC | 3 | 3 | 5.73% | 6.12% | 6.69% | Q4 2013 | Q2 2014 | 3 |
Walker Asset Management, LLC | 2 | 1 | 0.15% | 0.16% | 0.18% | Q1 2023 | Q4 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
RELIANCE TRUST CO OF DELAWARE | 3 | 3 | 0.06% | 0.12% | 0.17% | Q3 2018 | Q1 2019 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.17% | 0.21% | 0.25% | Q1 2023 | Q3 2023 | 3 |
SANDERS MORRIS HARRIS LLC | 3 | 3 | 0.14% | 0.70% | 1.60% | Q1 2016 | Q3 2016 | 3 |
Private Portfolio Partners LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
HAYS ADVISORY LLC | 3 | 3 | 1.14% | 1.18% | 1.21% | Q2 2013 | Q4 2013 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
QUADRANT CAPITAL GROUP LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 3 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
HM PAYSON & CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2019 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2019 | Q2 2019 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.50% | 0.59% | 0.68% | Q4 2022 | Q1 2023 | 2 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q1 2022 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Clal Insurance Enterprises Holdings Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Accuvest Global Advisors | 2 | 2 | 0.24% | 0.24% | 0.25% | Q2 2014 | Q3 2014 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Dunhill Financial, LLC | 2 | 2 | 5.23% | 5.54% | 5.86% | Q2 2023 | Q3 2023 | 2 |
GOLDMAN SACHS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.09% | 0.15% | Q4 2019 | Q1 2020 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
ACG Wealth | 2 | 2 | 1.12% | 1.39% | 1.66% | Q1 2014 | Q2 2014 | 2 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2017 | 2 |
SPC Financial, Inc. | 2 | 2 | 0.14% | 0.16% | 0.17% | Q2 2018 | Q3 2018 | 2 |
FIRST TRUST ADVISORS LP | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
Transamerica Financial Advisors, Inc. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2020 | Q1 2021 | 2 |
Lucia Wealth Services, LLC | 2 | 2 | 0.09% | 0.17% | 0.25% | Q4 2019 | Q1 2020 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Advisor Resource Council | 2 | 2 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q1 2022 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
MORGAN JESS S & CO INC | 1 | 1 | 3.25% | 3.25% | 3.25% | Q4 2019 | Q4 2019 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Legacy Private Trust Co. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
KWMG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Grove Bank & Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2014 | Q3 2014 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2019 | Q4 2019 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 1.51% | 1.51% | 1.51% | Q2 2014 | Q2 2014 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q1 2014 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lifeworks Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
External links
This page lists all the filers that currently own FIRST TR EXCH TRD ALPHA FD I or have owned FIRST TR EXCH TRD ALPHA FD I in the past.