Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 18 | 18 | 0.10% | 3.05% | 6.14% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
UBS Group AG | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
LPL Financial LLC | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Ameritas Investment Partners, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
COMMONWEALTH EQUITY SERVICES, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Janney Montgomery Scott LLC | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Raymond James Financial Services Advisors, Inc. | 14 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
WELLS FARGO & COMPANY/MN | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.04% | 0.11% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Moors & Cabot, Inc. | 16 | 16 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 16 | 0.01% | 0.15% | 0.21% | Q4 2019 | Q3 2023 | 16 |
First PREMIER Bank | 16 | 16 | 0.25% | 0.60% | 0.72% | Q4 2019 | Q3 2023 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Private Advisor Group, LLC | 15 | 15 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
FMR LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CITIGROUP INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
WEALTH ADVISORS, INC. | 15 | 15 | 0.55% | 0.62% | 0.71% | Q1 2020 | Q3 2023 | 15 |
BANK OF AMERICA CORP /DE/ | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 15 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Steward Partners Investment Advisory, LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Archer Investment Corp | 9 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Stonebridge Financial Planning Group, LLC | 14 | 14 | 0.05% | 0.55% | 0.77% | Q2 2020 | Q3 2023 | 14 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
Prospera Financial Services Inc | 14 | 14 | 0.00% | 0.04% | 0.32% | Q2 2020 | Q3 2023 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Concentrum Wealth Management | 14 | 14 | 0.38% | 0.93% | 1.25% | Q2 2020 | Q3 2023 | 14 |
WHITTIER TRUST CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
American Portfolios Advisors | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.02% | 0.06% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Stratos Wealth Partners, LTD. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.08% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Cetera Advisor Networks LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Sigma Planning Corp | 13 | 13 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.81% | 1.04% | 1.31% | Q2 2019 | Q2 2023 | 13 |
BANK OF MONTREAL /CAN/ | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.06% | 0.17% | 0.26% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 3 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 12 |
Atria Investments, Inc | 12 | 12 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Aptus Capital Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Gladstone Institutional Advisory LLC | 11 | 1 | 0.03% | 0.09% | 0.14% | Q1 2020 | Q3 2023 | 12 |
Migdal Insurance & Financial Holdings Ltd. | 12 | 12 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Flaharty Asset Management, LLC | 12 | 12 | 0.05% | 0.21% | 0.32% | Q4 2020 | Q3 2023 | 12 |
1776 Wealth LLC | 11 | 11 | 0.16% | 0.28% | 0.35% | Q1 2021 | Q3 2023 | 11 |
Snowden Capital Advisors LLC | 8 | 3 | 0.02% | 0.10% | 0.20% | Q4 2020 | Q3 2023 | 11 |
FIRST TRUST ADVISORS LP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Geneos Wealth Management Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
AE Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CENTRAL TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Cornerstone Wealth Management, LLC | 8 | 3 | 0.05% | 0.09% | 0.17% | Q4 2020 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Andesa Financial Management Inc. | 10 | 10 | 0.26% | 0.38% | 0.46% | Q2 2020 | Q3 2022 | 10 |
BENJAMIN EDWARDS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10 | 10 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q3 2022 | 10 |
Capital Investment Advisory Services, LLC | 8 | 2 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Carroll Financial Associates, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
Kovack Advisors, Inc. | 10 | 10 | 0.04% | 0.07% | 0.08% | Q1 2021 | Q2 2023 | 10 |
Strategic Blueprint, LLC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q2 2023 | 10 |
Marks Group Wealth Management, Inc | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 9 | 9 | 0.01% | 0.12% | 0.17% | Q1 2020 | Q1 2022 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
JPMORGAN CHASE & CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Western Wealth Management, LLC | 4 | 4 | 0.02% | 0.06% | 0.08% | Q3 2020 | Q3 2022 | 8 |
Allworth Financial LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Mutual Advisors, LLC | 8 | 8 | 0.01% | 0.09% | 0.12% | Q4 2020 | Q3 2022 | 8 |
Mariner, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Cetera Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Core Wealth Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Banco Santander, S.A. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Beacon Pointe Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.13% | 0.23% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.05% | 0.15% | 0.31% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.56% | 0.87% | 1.57% | Q4 2021 | Q3 2023 | 8 |
Stelac Advisory Services LLC | 8 | 8 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
NWAM LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2022 | 7 |
Rockefeller Capital Management L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Lokken Investment Group LLC | 6 | 1 | 0.28% | 1.18% | 1.72% | Q1 2012 | Q1 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
USCA RIA LLC | 7 | 7 | 0.05% | 0.15% | 0.19% | Q4 2019 | Q2 2021 | 7 |
Spectrum Wealth Advisory Group, LLC | 7 | 7 | 2.36% | 3.65% | 4.62% | Q1 2021 | Q3 2022 | 7 |
IFG Advisory, LLC | 7 | 7 | 0.04% | 0.05% | 0.10% | Q3 2019 | Q1 2021 | 7 |
Total Clarity Wealth Management, Inc. | 7 | 7 | 0.16% | 0.18% | 0.20% | Q4 2020 | Q2 2022 | 7 |
ACG Wealth | 7 | 7 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2022 | 7 |
StoneX Group Inc. | 7 | 7 | 0.04% | 0.08% | 0.13% | Q2 2020 | Q4 2021 | 7 |
Titus Wealth Management | 7 | 7 | 0.14% | 0.22% | 0.28% | Q4 2020 | Q2 2022 | 7 |
US BANCORP \DE\ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
NEXT Financial Group, Inc | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 6 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 6 |
PRUDENTIAL PLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
TD Waterhouse Canada Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
EPG Wealth Management LLC | 6 | 6 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q1 2022 | 6 |
SIGNATUREFD, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Grace Capital | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2021 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q2 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Spire Wealth Management | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.02% | 0.26% | 0.44% | Q2 2020 | Q2 2021 | 5 |
FIFTH THIRD BANCORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Regal Investment Advisors LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.06% | 0.09% | 0.13% | Q4 2021 | Q4 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
Joseph P. Lucia & Associates, LLC | 3 | 2 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q2 2022 | 5 |
Interchange Capital Partners, LLC | 4 | 1 | 0.14% | 0.49% | 0.91% | Q4 2020 | Q1 2023 | 5 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q2 2023 | 5 |
Financial Advocates Investment Management | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Atria Wealth Solutions, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 5 |
Glassman Wealth Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Banque Cantonale Vaudoise | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q1 2023 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Tyler-Stone Wealth Management | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BOKF, NA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
PFG Advisors | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q1 2022 | 3 |
Belpointe Asset Management LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q1 2023 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 3 | 3 | 0.25% | 0.44% | 0.63% | Q4 2021 | Q2 2022 | 3 |
Parallel Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.04% | 0.09% | 0.16% | Q2 2020 | Q1 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 3 | 0.08% | 0.47% | 0.71% | Q4 2021 | Q2 2022 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
RFG Advisory, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Cascadia Advisory Services, LLC | 3 | 3 | 0.39% | 0.56% | 0.85% | Q1 2021 | Q3 2021 | 3 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q1 2021 | 3 |
Capital Asset Advisory Services LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.09% | 0.12% | 0.13% | Q2 2020 | Q4 2020 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
tru Independence LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q2 2021 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q1 2022 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.80% | 0.80% | 0.80% | Q3 2021 | Q4 2021 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q4 2021 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
L.M. KOHN & COMPANY | 2 | 2 | 0.23% | 0.24% | 0.24% | Q1 2022 | Q2 2022 | 2 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.05% | 0.09% | 0.12% | Q2 2022 | Q4 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Truadvice, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PCG Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Ergawealth Advisors, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Anson Capital, Inc. | 1 | 1 | 1.41% | 1.41% | 1.41% | Q4 2021 | Q4 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
New Millennium Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Savior LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CPR Investments Inc. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2023 | Q1 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2022 | Q4 2022 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own FIRST TR EXCHANGE TRADED FD or have owned FIRST TR EXCHANGE TRADED FD in the past.