Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
BANK OF AMERICA CORP /DE/ | 32 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 34 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Cambridge Investment Research Advisors, Inc. | 26 | 9 | 0.01% | 0.02% | 0.09% | Q4 2013 | Q3 2023 | 35 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 22 | 1 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 33 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 31 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.13% | Q4 2015 | Q3 2023 | 31 |
Janney Montgomery Scott LLC | 29 | 2 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 31 |
Chicago Partners Investment Group LLC | 22 | 8 | 0.02% | 0.04% | 0.12% | Q4 2014 | Q2 2022 | 30 |
Frontier Wealth Management LLC | 30 | 30 | 0.01% | 0.12% | 0.23% | Q1 2015 | Q2 2022 | 30 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 1 | 0.00% | 0.17% | 0.46% | Q2 2013 | Q3 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.03% | 0.09% | 0.16% | Q4 2013 | Q4 2020 | 29 |
LVZ, Inc. | 14 | 3 | 0.04% | 0.18% | 0.37% | Q3 2015 | Q3 2023 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 27 |
Baird Financial Group, Inc. | 27 | 27 | 0.00% | 0.05% | 0.11% | Q2 2015 | Q4 2021 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.04% | 0.19% | Q2 2017 | Q3 2023 | 26 |
FIRST TRUST ADVISORS LP | 26 | 26 | 0.00% | 0.12% | 0.44% | Q2 2017 | Q3 2023 | 26 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 26 |
Plante Moran Financial Advisors, LLC | 26 | 26 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 24 | 24 | 0.00% | 0.06% | 0.38% | Q4 2017 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.07% | 0.10% | 0.15% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.01% | 0.11% | 0.28% | Q4 2014 | Q3 2023 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2019 | 23 |
RPg Family Wealth Advisory, LLC | 9 | 3 | 0.01% | 0.21% | 0.45% | Q4 2016 | Q3 2023 | 23 |
HighTower Advisors, LLC | 23 | 23 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q1 2022 | 23 |
NEXT Financial Group, Inc | 9 | 1 | 0.00% | 0.04% | 0.35% | Q2 2015 | Q4 2021 | 22 |
Cetera Investment Advisers | 12 | 1 | 0.01% | 0.07% | 0.34% | Q3 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
COMERICA SECURITIES INC | 21 | 21 | 0.08% | 0.19% | 0.41% | Q4 2013 | Q4 2018 | 21 |
Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 20 |
Towerpoint Wealth, LLC | 20 | 20 | 0.17% | 0.51% | 0.81% | Q4 2018 | Q3 2023 | 20 |
Cetera Advisors LLC | 15 | 4 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 19 |
Camelot Portfolios, LLC | 19 | 19 | 0.11% | 0.51% | 1.49% | Q4 2017 | Q2 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
CWM, LLC | 10 | 1 | 0.00% | 0.05% | 0.13% | Q3 2018 | Q3 2023 | 19 |
Stratos Wealth Partners, LTD. | 14 | 5 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 19 |
Pinnacle Family Advisors, LLC | 12 | 7 | 0.12% | 0.87% | 4.20% | Q4 2016 | Q3 2023 | 19 |
IFC Holdings Incorporated/FL | 15 | 3 | 0.02% | 0.12% | 0.23% | Q2 2013 | Q4 2017 | 18 |
Cornerstone Wealth Management, LLC | 15 | 3 | 0.04% | 0.18% | 0.30% | Q3 2016 | Q2 2021 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
Regal Investment Advisors LLC | 15 | 3 | 0.09% | 0.24% | 0.67% | Q1 2014 | Q4 2019 | 18 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.00% | 0.11% | 0.38% | Q3 2016 | Q3 2023 | 18 |
COMERICA SECURITIES,INC. | 14 | 4 | 0.01% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 18 |
First Allied Advisory Services, Inc. | 8 | 2 | 0.01% | 0.06% | 0.18% | Q2 2014 | Q3 2020 | 18 |
JPMORGAN CHASE & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 17 |
Sigma Planning Corp | 14 | 3 | 0.01% | 0.04% | 0.13% | Q1 2018 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
AMERIPRISE FINANCIAL INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Larson Financial Group LLC | 17 | 17 | 0.02% | 0.53% | 2.34% | Q3 2019 | Q3 2023 | 17 |
US BANCORP \DE\ | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 16 |
STEPHENS INC /AR/ | 12 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2020 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Advisory Services Network, LLC | 12 | 1 | 0.00% | 0.03% | 0.16% | Q2 2017 | Q1 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.18% | 0.27% | 0.37% | Q4 2019 | Q3 2023 | 16 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.09% | 0.53% | 3.29% | Q4 2019 | Q3 2023 | 16 |
First Horizon Advisors, Inc. | 12 | 1 | 0.00% | 0.18% | 0.61% | Q3 2013 | Q4 2019 | 15 |
Prospera Financial Services Inc | 7 | 1 | 0.00% | 0.10% | 0.30% | Q3 2016 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
WEALTHSOURCE PARTNERS, LLC | 11 | 3 | 0.03% | 0.13% | 0.18% | Q2 2019 | Q3 2023 | 14 |
StoneX Group Inc. | 6 | 2 | 0.04% | 0.19% | 0.39% | Q2 2017 | Q3 2023 | 14 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 14 |
WFG Advisors, LP | 14 | 14 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q2 2017 | 14 |
BENJAMIN EDWARDS INC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
Jacobi Capital Management LLC | 13 | 13 | 0.03% | 0.10% | 0.22% | Q3 2017 | Q3 2020 | 13 |
HUNTINGTON NATIONAL BANK | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Risk Paradigm Group, LLC | 10 | 1 | 0.53% | 1.02% | 2.37% | Q1 2015 | Q4 2018 | 13 |
VSR Financial Services, Inc. | 12 | 12 | 0.04% | 0.11% | 0.21% | Q3 2013 | Q2 2016 | 12 |
Ausdal Financial Partners, Inc. | 9 | 3 | 0.03% | 0.13% | 0.82% | Q3 2020 | Q3 2023 | 12 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.04% | 0.22% | 0.43% | Q3 2020 | Q3 2023 | 12 |
HAYS ADVISORY LLC | 9 | 3 | 1.58% | 3.12% | 6.74% | Q2 2013 | Q3 2018 | 12 |
WEDBUSH SECURITIES INC | 12 | 12 | 0.02% | 0.11% | 0.22% | Q4 2017 | Q3 2020 | 12 |
Simplicity Solutions, LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q2 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Financial Advocates Investment Management | 8 | 4 | 0.01% | 0.10% | 0.29% | Q4 2017 | Q3 2021 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.18% | 0.23% | 0.35% | Q4 2020 | Q3 2023 | 12 |
LEVEL FOUR ADVISORY SERVICES, LLC | 12 | 12 | 0.02% | 1.20% | 2.35% | Q4 2017 | Q3 2020 | 12 |
Concorde Asset Management, LLC | 11 | 1 | 0.14% | 0.20% | 0.41% | Q2 2020 | Q2 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Snowden Capital Advisors LLC | 8 | 3 | 0.01% | 0.13% | 0.31% | Q4 2017 | Q3 2023 | 11 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2017 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Golden State Wealth Management, LLC | 7 | 1 | 0.05% | 0.12% | 0.19% | Q1 2019 | Q1 2022 | 11 |
Petix & Botte Co | 8 | 1 | 0.08% | 0.16% | 0.26% | Q4 2019 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 11 |
Bank of New York Mellon Corp | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
First Heartland Consultants, Inc. | 5 | 1 | 0.10% | 0.40% | 0.60% | Q2 2013 | Q4 2019 | 11 |
B. Riley Wealth Advisors, Inc. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Arkadios Wealth Advisors | 4 | 3 | 0.00% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 11 |
Family Legacy, Inc. | 11 | 11 | 0.19% | 0.75% | 2.80% | Q2 2018 | Q4 2020 | 11 |
BB&T SECURITIES, LLC | 10 | 1 | 0.02% | 0.10% | 0.19% | Q2 2015 | Q3 2019 | 11 |
SUNTRUST BANKS INC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q3 2019 | 11 |
Spire Wealth Management | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.01% | 0.04% | 0.07% | Q1 2018 | Q2 2020 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 1 | 0.01% | 0.08% | 0.18% | Q3 2020 | Q3 2023 | 10 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2018 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 10 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.13% | 0.35% | 0.52% | Q3 2021 | Q3 2023 | 9 |
Keystone Financial Group | 9 | 9 | 0.12% | 0.67% | 1.11% | Q1 2018 | Q1 2020 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
HBK Sorce Advisory LLC | 6 | 1 | 0.41% | 0.85% | 1.08% | Q3 2016 | Q1 2019 | 9 |
DB Wealth Management Group, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Sowell Financial Services LLC | 7 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2021 | 9 |
USCA RIA LLC | 9 | 9 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q4 2019 | 9 |
Cedar Brook Financial Partners, LLC | 9 | 9 | 0.07% | 0.30% | 0.64% | Q4 2018 | Q4 2020 | 9 |
Walkner Condon Financial Advisors LLC | 7 | 1 | 0.10% | 0.15% | 0.16% | Q3 2020 | Q3 2023 | 9 |
IFG Advisory, LLC | 7 | 2 | 0.04% | 0.07% | 0.08% | Q3 2019 | Q3 2023 | 9 |
GREAT VALLEY ADVISOR GROUP, INC. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
NAVELLIER & ASSOCIATES INC | 5 | 1 | 0.01% | 0.04% | 0.09% | Q3 2012 | Q2 2018 | 9 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2016 | 8 |
Kowal Investment Group, LLC | 8 | 8 | 0.08% | 0.18% | 0.34% | Q4 2020 | Q3 2022 | 8 |
WealthTrust Fairport, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q2 2017 | Q1 2019 | 8 |
Lloyd Advisory Services, LLC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 8 |
SFI Advisors, LLC | 8 | 8 | 0.65% | 0.89% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 8 | 8 | 0.07% | 1.53% | 1.97% | Q4 2021 | Q3 2023 | 8 |
American Financial Network Advisory Services LLC | 8 | 8 | 0.34% | 3.51% | 6.74% | Q3 2017 | Q2 2019 | 8 |
RFG Advisory, LLC | 6 | 2 | 0.01% | 0.03% | 0.09% | Q3 2020 | Q3 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
GOLDMAN SACHS GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 7 |
SignalPoint Asset Management, LLC | 7 | 7 | 0.74% | 0.91% | 1.04% | Q1 2022 | Q3 2023 | 7 |
SII INVESTMENTS INC/WI | 4 | 1 | 0.03% | 0.10% | 0.26% | Q2 2015 | Q4 2017 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.05% | 0.34% | Q3 2015 | Q2 2023 | 7 |
Migdal Insurance & Financial Holdings Ltd. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Visionary Asset Management, Inc. | 6 | 1 | 0.08% | 0.12% | 0.31% | Q3 2016 | Q3 2018 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.07% | 0.10% | Q1 2018 | Q2 2020 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 7 | 7 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q1 2015 | 7 |
NewSquare Capital LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Ameritas Investment Company, LLC | 6 | 1 | 0.05% | 0.11% | 0.17% | Q4 2018 | Q4 2020 | 7 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Fulcrum Equity Management | 3 | 1 | 0.00% | 0.22% | 0.76% | Q2 2019 | Q3 2021 | 6 |
Horizon Investments, LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q2 2019 | 6 |
TOTAL INVESTMENT MANAGEMENT INC | 6 | 6 | 5.56% | 9.96% | 13.48% | Q1 2018 | Q2 2019 | 6 |
Savior LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 2 | 0.11% | 0.12% | 0.12% | Q2 2017 | Q2 2019 | 6 |
RVW Wealth, LLC | 5 | 1 | 0.02% | 1.69% | 2.59% | Q1 2019 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2019 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
ACG Wealth | 6 | 6 | 0.03% | 0.23% | 0.34% | Q4 2018 | Q1 2020 | 6 |
Vectors Research Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Sound Income Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 0.89% | 0.97% | 1.13% | Q4 2021 | Q4 2022 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.08% | 0.23% | Q1 2018 | Q1 2019 | 5 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 5 |
RDA Financial Network | 5 | 5 | 0.14% | 0.23% | 0.27% | Q1 2019 | Q1 2020 | 5 |
Holloway Wealth Management, LLC | 5 | 5 | 0.04% | 0.09% | 0.12% | Q1 2021 | Q1 2022 | 5 |
TPG Financial Advisors, LLC | 5 | 5 | 0.83% | 0.95% | 1.06% | Q3 2022 | Q3 2023 | 5 |
Shamrock Asset Management LLC | 5 | 5 | 0.00% | 1.52% | 7.49% | Q2 2016 | Q2 2017 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.03% | 0.11% | 0.21% | Q1 2022 | Q3 2023 | 5 |
Endurance Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.42% | 1.26% | 1.92% | Q4 2020 | Q3 2023 | 5 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q4 2022 | 4 |
Madden Advisory Services, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.04% | 0.08% | 0.11% | Q2 2018 | Q1 2019 | 4 |
Acorn Wealth Advisors, LLC | 4 | 4 | 0.14% | 0.20% | 0.26% | Q4 2017 | Q3 2018 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 4 |
Strategic Blueprint, LLC | 3 | 1 | 0.00% | 0.84% | 2.02% | Q1 2019 | Q2 2021 | 4 |
Legacy Private Trust Co. | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2018 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Independent Portfolio Consultants, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2017 | 4 |
COMERICA BANK | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 4 |
Orion Portfolio Solutions, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.97% | 1.44% | 1.99% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Mainsail Financial Group, LLC | 4 | 4 | 3.04% | 3.15% | 3.24% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.08% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
MUFG Americas Holdings Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Good Life Advisors, LLC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q4 2019 | 4 |
Apollon Wealth Management, LLC | 2 | 1 | 0.02% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 3 |
OneAscent Financial Services LLC | 3 | 3 | 0.20% | 0.25% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Atria Investments, Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Beaumont Financial Partners, LLC | 2 | 1 | 0.05% | 0.11% | 0.16% | Q3 2013 | Q2 2014 | 3 |
Glassman Wealth Services | 3 | 3 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q4 2018 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.08% | 0.35% | 0.48% | Q4 2022 | Q3 2023 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.02% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Cypress Wealth Services, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2019 | Q3 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.27% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 3 |
PARK AVENUE SECURITIES LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
M&T BANK CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2020 | 3 |
Peterson Wealth Advisors, LLC | 3 | 3 | 0.15% | 0.16% | 0.18% | Q1 2018 | Q3 2018 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Allworth Financial LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Brookstone Capital Management | 3 | 3 | 0.11% | 0.17% | 0.28% | Q4 2017 | Q2 2018 | 3 |
Financial Partners Group, Inc | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Colonial River Wealth Management, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
SFMG, LLC | 2 | 2 | 6.93% | 7.11% | 7.28% | Q1 2018 | Q2 2018 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.17% | 1.07% | 1.97% | Q1 2018 | Q2 2018 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.88% | 1.00% | 1.11% | Q4 2022 | Q1 2023 | 2 |
1776 Wealth LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Fluent Financial, LLC | 2 | 2 | 1.15% | 1.16% | 1.17% | Q2 2018 | Q3 2018 | 2 |
SouthState Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2020 | 2 |
MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.12% | 0.22% | Q4 2016 | Q4 2020 | 2 |
Human Investing LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.01% | 0.05% | 0.08% | Q1 2018 | Q2 2018 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2017 | Q3 2017 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 1.37% | 1.64% | 1.92% | Q4 2022 | Q1 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.08% | 0.12% | 0.15% | Q4 2018 | Q1 2019 | 2 |
L & S Advisors Inc | 2 | 2 | 0.18% | 0.23% | 0.27% | Q2 2023 | Q3 2023 | 2 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Whitnell & Co. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2019 | Q4 2019 | 1 |
BRIDGES INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PINNACLE ASSOCIATES LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MATTERN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2019 | Q4 2019 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2022 | Q3 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Astor Investment Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2014 | Q1 2014 | 1 |
PCG Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Luken Investment Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
FolioMetrix LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SEARCY FINANCIAL SERVICES INC /ADV | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2018 | Q4 2018 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
F3Logic, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2018 | Q1 2018 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 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.