Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 40 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
SignalPoint Asset Management, LLC | 41 | 41 | 0.19% | 0.48% | 1.08% | Q3 2013 | Q3 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 30 | 10 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
CITIGROUP INC | 40 | 40 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.06% | 0.11% | 0.17% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
HighTower Advisors, LLC | 32 | 4 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34 | 34 | 0.10% | 0.40% | 0.73% | Q2 2015 | Q3 2023 | 34 |
Janney Montgomery Scott LLC | 29 | 5 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.03% | 0.11% | Q3 2015 | Q3 2023 | 33 |
STIFEL FINANCIAL CORP | 31 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 33 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q3 2023 | 31 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.03% | 0.38% | 0.98% | Q2 2016 | Q3 2023 | 30 |
Baird Financial Group, Inc. | 16 | 12 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2023 | 28 |
Cambridge Investment Research Advisors, Inc. | 25 | 1 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 28 |
Frontier Wealth Management LLC | 28 | 28 | 0.00% | 0.08% | 0.18% | Q2 2015 | Q1 2022 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.06% | 0.36% | Q4 2016 | Q3 2023 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 1 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 28 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
Migdal Insurance & Financial Holdings Ltd. | 27 | 27 | 0.00% | 0.03% | 0.18% | Q1 2017 | Q3 2023 | 27 |
FIRST TRUST ADVISORS LP | 25 | 25 | 0.00% | 0.00% | 0.03% | Q3 2017 | Q3 2023 | 25 |
RPg Family Wealth Advisory, LLC | 10 | 6 | 0.01% | 0.21% | 0.48% | Q4 2016 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q1 2019 | 24 |
CITY HOLDING CO | 24 | 24 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.09% | 0.40% | Q2 2013 | Q3 2023 | 23 |
AlphaMark Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
COMERICA SECURITIES INC | 22 | 22 | 0.05% | 0.20% | 0.54% | Q3 2013 | Q4 2018 | 22 |
Snowden Capital Advisors LLC | 14 | 8 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 20 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | 4 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 21 |
M&R CAPITAL MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2023 | 20 |
MML INVESTORS SERVICES, LLC | 20 | 20 | 0.00% | 0.06% | 0.33% | Q3 2017 | Q2 2022 | 20 |
Rathbones Group PLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q3 2022 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.13% | 0.52% | 1.26% | Q4 2018 | Q3 2023 | 20 |
Clarus Wealth Advisors | 19 | 19 | 0.11% | 0.23% | 0.29% | Q2 2018 | Q4 2022 | 19 |
CWM, LLC | 10 | 1 | 0.00% | 0.05% | 0.13% | Q3 2015 | Q3 2023 | 19 |
Winslow, Evans & Crocker, Inc. | 19 | 19 | 0.01% | 0.07% | 0.17% | Q4 2013 | Q2 2018 | 19 |
Sigma Planning Corp | 17 | 2 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q1 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Claro Advisors LLC | 19 | 19 | 0.10% | 0.25% | 0.45% | Q1 2019 | Q3 2023 | 19 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 18 |
Cetera Investment Advisers | 12 | 6 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 18 |
OLD MISSION CAPITAL LLC | 7 | 2 | 0.01% | 0.15% | 0.88% | Q4 2014 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
WINTRUST INVESTMENTS LLC | 18 | 18 | 0.18% | 0.42% | 0.68% | Q4 2016 | Q1 2021 | 18 |
Private Advisor Group, LLC | 15 | 3 | 0.01% | 0.16% | 0.43% | Q3 2018 | Q3 2023 | 18 |
AMERIPRISE FINANCIAL INC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 18 |
Koshinski Asset Management, Inc. | 10 | 2 | 0.03% | 0.09% | 0.17% | Q3 2017 | Q1 2022 | 17 |
Larson Financial Group LLC | 17 | 17 | 0.00% | 0.18% | 0.80% | Q3 2019 | Q3 2023 | 17 |
PINNACLE ASSOCIATES LTD | 17 | 17 | 0.01% | 0.05% | 0.18% | Q4 2018 | Q4 2022 | 17 |
Cornerstone Wealth Management, LLC | 13 | 1 | 0.06% | 0.13% | 0.26% | Q3 2016 | Q2 2021 | 17 |
US BANCORP \DE\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2022 | 17 |
Element Wealth, LLC | 16 | 16 | 0.17% | 0.27% | 0.41% | Q4 2019 | Q3 2023 | 16 |
Jacobi Capital Management LLC | 16 | 16 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2021 | 16 |
AE Wealth Management LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.03% | 0.62% | 1.80% | Q4 2019 | Q3 2023 | 16 |
Acorn Wealth Advisors, LLC | 11 | 5 | 0.14% | 0.33% | 0.48% | Q4 2017 | Q3 2022 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Regal Investment Advisors LLC | 13 | 1 | 0.00% | 0.10% | 0.31% | Q1 2014 | Q4 2019 | 16 |
Global Retirement Partners, LLC | 9 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
IFG Advisory, LLC | 12 | 3 | 0.02% | 0.06% | 0.16% | Q4 2019 | Q3 2023 | 15 |
MCF Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2020 | 15 |
WFG Advisors, LP | 15 | 15 | 0.00% | 0.05% | 0.17% | Q4 2013 | Q2 2017 | 15 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.02% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q4 2019 | 15 |
BB&T SECURITIES, LLC | 10 | 5 | 0.00% | 0.06% | 0.14% | Q3 2013 | Q3 2019 | 15 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q2 2023 | 15 |
Burt Wealth Advisors | 11 | 4 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2018 | 15 |
Simplicity Solutions, LLC | 9 | 1 | 0.01% | 0.09% | 0.63% | Q2 2017 | Q1 2021 | 14 |
Dynamic Advisor Solutions LLC | 14 | 14 | 0.01% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2022 | 14 |
American Financial Advisors, LLC | 9 | 5 | 0.04% | 0.96% | 3.28% | Q1 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 14 |
Camelot Portfolios, LLC | 14 | 14 | 0.13% | 0.23% | 0.39% | Q1 2018 | Q2 2021 | 14 |
Quad-Cities Investment Group, LLC | 14 | 14 | 0.07% | 0.23% | 0.40% | Q2 2018 | Q3 2021 | 14 |
Aprio Wealth Management, LLC | 10 | 4 | 0.18% | 0.53% | 0.91% | Q1 2020 | Q3 2023 | 14 |
COMERICA SECURITIES,INC. | 13 | 1 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q4 2022 | 14 |
StoneX Group Inc. | 11 | 3 | 0.08% | 0.13% | 0.25% | Q2 2019 | Q3 2023 | 14 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.09% | 0.20% | Q3 2020 | Q3 2023 | 13 |
B. Riley Wealth Advisors, Inc. | 6 | 2 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 13 |
Kingsview Wealth Management, LLC | 7 | 6 | 0.02% | 0.08% | 0.17% | Q2 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Risk Paradigm Group, LLC | 10 | 1 | 0.52% | 0.98% | 2.49% | Q1 2015 | Q4 2018 | 13 |
ACG Wealth | 13 | 13 | 0.03% | 0.15% | 0.32% | Q1 2018 | Q1 2021 | 13 |
OPPENHEIMER & CO INC | 10 | 3 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 13 |
MSI Financial Services Inc | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2016 | 12 |
First Allied Advisory Services, Inc. | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Freedom Investment Management, Inc. | 8 | 2 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2021 | 12 |
First Horizon Advisors, Inc. | 8 | 4 | 0.00% | 0.13% | 0.40% | Q3 2013 | Q4 2018 | 12 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q4 2021 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
M&T BANK CORP | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 11 |
PRIVATE TRUST CO NA | 6 | 2 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 11 |
IFC Holdings Incorporated/FL | 6 | 1 | 0.02% | 0.15% | 0.42% | Q2 2013 | Q3 2017 | 11 |
WEALTHSOURCE PARTNERS, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
MEITAV INVESTMENT HOUSE LTD | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 11 |
FMR LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
Pinnacle Family Advisors, LLC | 6 | 5 | 0.10% | 1.17% | 3.47% | Q2 2017 | Q1 2022 | 11 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q1 2021 | 11 |
HAYS ADVISORY LLC | 6 | 5 | 1.04% | 2.45% | 3.26% | Q2 2013 | Q3 2018 | 11 |
WealthPLAN Partners, LLC | 5 | 5 | 0.05% | 0.15% | 0.31% | Q1 2021 | Q4 2023 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Laurel Wealth Advisors, Inc. | 10 | 10 | 0.08% | 0.14% | 0.19% | Q2 2017 | Q3 2019 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
CHIRON CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.20% | 0.40% | 0.56% | Q3 2020 | Q4 2022 | 10 |
Bank of New York Mellon Corp | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
LVZ, Inc. | 9 | 1 | 0.07% | 0.17% | 0.25% | Q2 2017 | Q1 2021 | 10 |
RFG Advisory, LLC | 8 | 2 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 10 |
NAVELLIER & ASSOCIATES INC | 4 | 1 | 0.01% | 0.12% | 0.68% | Q3 2012 | Q1 2018 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Mutual Advisors, LLC | 8 | 1 | 0.01% | 0.05% | 0.06% | Q4 2019 | Q1 2022 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
IHT Wealth Management, LLC | 5 | 4 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q4 2021 | 9 |
SUNTRUST BANKS INC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2017 | 9 |
ASSETMARK, INC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 9 |
Prospera Financial Services Inc | 6 | 1 | 0.00% | 0.18% | 0.35% | Q3 2013 | Q2 2022 | 9 |
Clearview Wealth Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Rockefeller Capital Management L.P. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 9 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 3 | 2 | 0.05% | 0.18% | 0.37% | Q4 2020 | Q3 2023 | 8 |
Capital Analysts, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q4 2021 | 8 |
First Heartland Consultants, Inc. | 5 | 1 | 0.06% | 0.18% | 0.35% | Q2 2013 | Q2 2018 | 8 |
Walkner Condon Financial Advisors LLC | 8 | 8 | 0.17% | 0.23% | 0.35% | Q4 2019 | Q3 2021 | 8 |
Savior LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 8 |
Braun-Bostich & Associates Inc. | 5 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 8 |
Andesa Financial Management Inc. | 5 | 3 | 0.11% | 0.33% | 0.52% | Q4 2019 | Q1 2022 | 8 |
Hochman Cole Investment Advisors, Inc. | 5 | 3 | 0.12% | 0.23% | 0.31% | Q4 2018 | Q3 2021 | 8 |
F-Squared Investment Management, LLC | 8 | 8 | 4.62% | 6.38% | 8.09% | Q3 2013 | Q2 2015 | 8 |
Keystone Financial Group | 8 | 8 | 0.07% | 0.23% | 0.34% | Q1 2018 | Q4 2019 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.03% | 0.16% | Q1 2019 | Q1 2021 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.10% | 0.29% | Q4 2019 | Q3 2021 | 8 |
Crumly & Associates Inc. | 8 | 8 | 0.42% | 1.42% | 5.78% | Q4 2019 | Q3 2021 | 8 |
CREDIT SUISSE AG/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2019 | 7 |
COZAD ASSET MANAGEMENT INC | 7 | 7 | 0.04% | 0.13% | 0.16% | Q4 2018 | Q2 2020 | 7 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Gradient Investments LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Visionary Asset Management, Inc. | 6 | 1 | 0.05% | 0.08% | 0.10% | Q2 2014 | Q3 2018 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
OneDigital Investment Advisors LLC | 6 | 6 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q2 2020 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q4 2014 | 6 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 6 |
VSR Financial Services, Inc. | 3 | 3 | 0.02% | 0.09% | 0.22% | Q2 2014 | Q2 2016 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Capital Investment Advisory Services, LLC | 6 | 6 | 0.02% | 0.05% | 0.07% | Q4 2018 | Q1 2020 | 6 |
FLAGSTAR ADVISORS INC | 4 | 2 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q1 2023 | 6 |
Cetera Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 5 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.24% | 0.46% | 1.16% | Q4 2020 | Q3 2023 | 5 |
Zurich Insurance Group Ltd/FI | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
American Financial Network Advisory Services LLC | 5 | 5 | 0.16% | 1.14% | 1.47% | Q1 2018 | Q1 2019 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Pinnacle Wealth Management Advisory Group, LLC | 5 | 5 | 0.82% | 1.06% | 1.38% | Q4 2018 | Q4 2019 | 5 |
Legacy Private Trust Co. | 5 | 5 | 0.04% | 0.27% | 0.51% | Q3 2017 | Q3 2018 | 5 |
STEPHENS INC /AR/ | 5 | 5 | 0.01% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Ameritas Investment Company, LLC | 3 | 2 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q1 2020 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 1 | 0.02% | 0.06% | 0.14% | Q1 2019 | Q2 2020 | 5 |
Fulcrum Equity Management | 3 | 2 | 0.00% | 0.23% | 0.74% | Q2 2019 | Q2 2021 | 5 |
MONEY CONCEPTS CAPITAL CORP | 4 | 1 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q4 2022 | 5 |
Leelyn Smith, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
SII INVESTMENTS INC/WI | 3 | 1 | 0.02% | 0.13% | 0.29% | Q2 2015 | Q3 2017 | 5 |
Formidable Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Hilltop Holdings Inc. | 5 | 5 | 0.26% | 0.43% | 0.54% | Q4 2018 | Q4 2019 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Ausdal Financial Partners, Inc. | 4 | 1 | 0.04% | 0.11% | 0.37% | Q3 2020 | Q1 2022 | 5 |
Holloway Wealth Management, LLC | 5 | 5 | 0.04% | 0.09% | 0.16% | Q1 2021 | Q1 2022 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Stratos Wealth Partners, LTD. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2020 | 5 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 4 |
GIRARD SECURITIES, INC. | 4 | 4 | 0.19% | 0.24% | 0.32% | Q4 2016 | Q3 2017 | 4 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q4 2022 | 4 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.09% | 0.11% | 0.16% | Q2 2016 | Q1 2017 | 4 |
Financial Enhancement Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Johnson Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
S.C. Financial Services, Inc. | 3 | 1 | 0.33% | 0.39% | 0.42% | Q4 2021 | Q4 2022 | 4 |
Transamerica Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Equitable Holdings, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.46% | 0.55% | 0.67% | Q4 2022 | Q3 2023 | 4 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 4 |
Gladstone Institutional Advisory LLC | 4 | 4 | 0.46% | 0.67% | 0.77% | Q2 2019 | Q1 2020 | 4 |
COMERICA BANK | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 4 |
BREITER CAPITAL MANAGEMENT INC | 2 | 2 | 1.34% | 2.77% | 4.65% | Q4 2017 | Q2 2019 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Premia Global Advisors, LLC | 3 | 1 | 0.74% | 2.63% | 4.99% | Q4 2017 | Q1 2019 | 4 |
1776 Wealth LLC | 4 | 4 | 0.05% | 0.09% | 0.13% | Q4 2019 | Q3 2020 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 1.31% | 1.51% | 1.73% | Q4 2022 | Q3 2023 | 4 |
Luken Investment Analytics, LLC | 3 | 1 | 0.00% | 2.53% | 4.86% | Q4 2020 | Q3 2023 | 4 |
BESSEMER GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
True Link Financial Advisors, LLC | 4 | 4 | 0.00% | 0.05% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 1 | 0.04% | 0.20% | 0.32% | Q1 2018 | Q1 2020 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 3 |
Eudaimonia Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 3 |
Wealth & Pension Services Group, Inc. | 3 | 3 | 0.24% | 0.25% | 0.26% | Q1 2019 | Q3 2019 | 3 |
Choice Wealth Advisors, LLC | 3 | 3 | 0.19% | 0.51% | 0.99% | Q4 2020 | Q2 2021 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.09% | 0.09% | 0.10% | Q1 2022 | Q4 2022 | 3 |
PARK AVENUE SECURITIES LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HM PAYSON & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Walleye Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.04% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Verition Fund Management LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2019 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 3 |
tru Independence LLC | 2 | 1 | 0.00% | 0.07% | 0.15% | Q4 2019 | Q4 2020 | 3 |
B. Riley Financial, Inc. | 3 | 3 | 0.13% | 0.18% | 0.21% | Q3 2017 | Q1 2018 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
THOMPSON DAVIS & CO., INC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
SYNOVUS FINANCIAL CORP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
BlackRock Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 3 |
Midwest Financial Group LLC | 3 | 3 | 1.50% | 1.52% | 1.54% | Q1 2023 | Q3 2023 | 3 |
Empirical Asset Management, LLC | 3 | 3 | 0.36% | 0.49% | 0.58% | Q2 2022 | Q4 2022 | 3 |
Shamrock Asset Management LLC | 3 | 3 | 0.01% | 0.10% | 0.23% | Q1 2014 | Q3 2014 | 3 |
OneAscent Financial Services LLC | 3 | 3 | 0.10% | 0.12% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Elmwood Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 2 |
Dunhill Financial, LLC | 2 | 2 | 2.62% | 2.78% | 2.94% | Q2 2023 | Q3 2023 | 2 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q2 2017 | 2 |
ABLE Financial Group, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Vanguard Capital Wealth Advisors | 2 | 2 | 0.27% | 0.58% | 0.88% | Q4 2018 | Q1 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q3 2019 | Q4 2019 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.25% | 0.30% | 0.35% | Q4 2022 | Q1 2023 | 2 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
MAI Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2017 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 2 |
Covington Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
SWS Partners | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 2 |
ETFIDEA, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q1 2021 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q4 2020 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2019 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 2 |
Investors Financial Group, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2020 | Q3 2020 | 2 |
SouthState Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Colonial River Wealth Management, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.12% | 0.23% | Q4 2014 | Q2 2019 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Jefferies Group LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2015 | 2 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
MATTERN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2019 | Q4 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2019 | Q4 2019 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Truadvice, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
1919 Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Cambridge Advisors Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2017 | Q1 2017 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q4 2021 | Q4 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2018 | Q1 2018 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2018 | Q1 2018 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Whitnell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 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.