Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 41 | 41 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 41 |
BANK OF AMERICA CORP /DE/ | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.07% | 0.17% | Q3 2013 | Q3 2023 | 40 |
KLINGENSTEIN FIELDS & CO LP | 40 | 40 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q2 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.04% | 0.07% | Q1 2014 | Q3 2023 | 39 |
PRIVATE TRUST CO NA | 34 | 5 | 0.04% | 0.08% | 0.13% | Q4 2013 | Q3 2023 | 39 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 38 | 38 | 0.00% | 0.03% | 0.10% | Q2 2014 | Q3 2023 | 38 |
WELLS FARGO & COMPANY/MN | 37 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 38 |
FIRST TRUST ADVISORS LP | 37 | 37 | 0.01% | 0.03% | 0.10% | Q3 2014 | Q3 2023 | 37 |
Beaumont Financial Partners, LLC | 37 | 37 | 0.02% | 0.23% | 0.87% | Q3 2013 | Q3 2022 | 37 |
D.A. DAVIDSON & CO. | 32 | 4 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 32 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 35 | 35 | 0.03% | 0.10% | 0.20% | Q1 2015 | Q3 2023 | 35 |
ENVESTNET ASSET MANAGEMENT INC | 35 | 35 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 35 |
BANK OF MONTREAL /CAN/ | 33 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 35 |
Cetera Advisors LLC | 35 | 35 | 0.01% | 0.04% | 0.08% | Q1 2015 | Q3 2023 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Jaffetilchin Investment Partners, LLC | 35 | 35 | 0.05% | 1.47% | 3.01% | Q1 2015 | Q3 2023 | 35 |
RAYMOND JAMES & ASSOCIATES | 31 | 3 | 0.00% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 34 |
Prospera Financial Services Inc | 18 | 1 | 0.05% | 0.21% | 0.39% | Q4 2013 | Q3 2023 | 34 |
Cambridge Investment Research Advisors, Inc. | 33 | 1 | 0.01% | 0.04% | 0.10% | Q3 2014 | Q3 2023 | 34 |
Private Advisor Group, LLC | 33 | 1 | 0.00% | 0.06% | 0.17% | Q3 2014 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.02% | 0.07% | 0.12% | Q3 2015 | Q3 2023 | 33 |
Aspen Investment Management Inc | 33 | 33 | 0.20% | 1.87% | 3.36% | Q3 2015 | Q3 2023 | 33 |
Advisory Services Network, LLC | 27 | 6 | 0.00% | 0.24% | 1.16% | Q2 2015 | Q3 2023 | 33 |
JANE STREET GROUP, LLC | 8 | 3 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 32 |
Cetera Advisor Networks LLC | 32 | 32 | 0.01% | 0.04% | 0.14% | Q4 2015 | Q3 2023 | 32 |
HighTower Advisors, LLC | 32 | 32 | 0.00% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.03% | 0.11% | 0.39% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.06% | 0.16% | Q4 2015 | Q3 2023 | 31 |
B. Riley Wealth Advisors, Inc. | 28 | 1 | 0.00% | 0.06% | 0.11% | Q2 2014 | Q3 2023 | 30 |
WELCH & FORBES LLC | 30 | 30 | 0.03% | 0.39% | 0.50% | Q2 2016 | Q3 2023 | 30 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29 | 1 | 0.06% | 0.34% | 0.80% | Q4 2015 | Q3 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.27% | 0.51% | 0.83% | Q4 2013 | Q4 2020 | 29 |
BEACON FINANCIAL GROUP | 29 | 29 | 0.49% | 1.81% | 4.33% | Q3 2016 | Q3 2023 | 29 |
TELEMUS CAPITAL, LLC | 29 | 29 | 0.64% | 1.08% | 1.92% | Q3 2016 | Q3 2023 | 29 |
LVZ, Inc. | 19 | 10 | 0.08% | 1.44% | 6.46% | Q1 2015 | Q2 2023 | 29 |
WESPAC Advisors, LLC | 17 | 11 | 0.36% | 1.36% | 2.49% | Q1 2015 | Q3 2023 | 28 |
DAVENPORT & Co LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Atria Investments, Inc | 17 | 11 | 0.02% | 0.11% | 0.23% | Q1 2016 | Q3 2023 | 28 |
Kovack Advisors, Inc. | 16 | 1 | 0.05% | 0.40% | 0.92% | Q2 2016 | Q3 2023 | 28 |
Hilltop Holdings Inc. | 16 | 12 | 0.04% | 0.10% | 0.21% | Q1 2015 | Q3 2023 | 28 |
First Heartland Consultants, Inc. | 28 | 28 | 0.08% | 0.64% | 1.06% | Q4 2016 | Q3 2023 | 28 |
Migdal Insurance & Financial Holdings Ltd. | 28 | 28 | 0.00% | 0.09% | 0.33% | Q4 2016 | Q3 2023 | 28 |
CITIGROUP INC | 16 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 27 |
AE Wealth Management LLC | 27 | 27 | 0.01% | 0.13% | 0.42% | Q1 2017 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.03% | 0.09% | Q2 2014 | Q4 2021 | 27 |
Plante Moran Financial Advisors, LLC | 27 | 27 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2019 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.10% | 0.26% | Q1 2017 | Q3 2023 | 27 |
AllSquare Wealth Management LLC | 25 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Stratos Wealth Partners, LTD. | 26 | 26 | 0.01% | 0.07% | 0.21% | Q2 2017 | Q3 2023 | 26 |
Jacobi Capital Management LLC | 26 | 26 | 0.01% | 0.16% | 0.45% | Q2 2017 | Q3 2023 | 26 |
Snowden Capital Advisors LLC | 18 | 8 | 0.08% | 0.32% | 1.13% | Q1 2017 | Q3 2023 | 26 |
Cranbrook Wealth Management, LLC | 26 | 26 | 0.04% | 1.63% | 2.23% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.03% | 0.13% | Q2 2017 | Q3 2023 | 26 |
Koshinski Asset Management, Inc. | 13 | 2 | 0.05% | 0.16% | 0.35% | Q4 2016 | Q3 2023 | 26 |
CIBC WORLD MARKET INC. | 14 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 26 |
Arete Wealth Advisors, LLC | 26 | 26 | 0.08% | 0.65% | 2.37% | Q1 2017 | Q2 2023 | 26 |
Baird Financial Group, Inc. | 18 | 7 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 25 |
WINTRUST INVESTMENTS LLC | 20 | 5 | 0.03% | 0.11% | 0.41% | Q2 2016 | Q3 2023 | 25 |
JPMORGAN CHASE & CO | 14 | 11 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 25 |
Advisors Asset Management, Inc. | 19 | 6 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 24 |
AlphaMark Advisors, LLC | 24 | 24 | 0.00% | 0.07% | 0.16% | Q4 2016 | Q3 2022 | 24 |
Cetera Investment Advisers | 21 | 3 | 0.02% | 0.12% | 0.45% | Q1 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.01% | 0.38% | 0.84% | Q4 2017 | Q3 2023 | 24 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 0.82% | 1.16% | 1.35% | Q4 2017 | Q3 2023 | 24 |
Colorado Capital Management, Inc. | 24 | 24 | 0.92% | 3.24% | 4.03% | Q4 2017 | Q3 2023 | 24 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 11 | 0.00% | 0.06% | 0.18% | Q4 2016 | Q3 2023 | 24 |
Quad-Cities Investment Group, LLC | 23 | 23 | 1.28% | 1.83% | 2.90% | Q1 2018 | Q3 2023 | 23 |
HUNTINGTON NATIONAL BANK | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 23 |
IHT Wealth Management, LLC | 12 | 5 | 0.01% | 0.08% | 0.22% | Q4 2016 | Q3 2023 | 23 |
Sowell Financial Services LLC | 7 | 2 | 0.01% | 0.22% | 0.57% | Q4 2016 | Q3 2023 | 23 |
AMERIPRISE FINANCIAL INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 23 |
First Allied Advisory Services, Inc. | 19 | 4 | 0.01% | 0.07% | 0.12% | Q2 2014 | Q3 2020 | 23 |
RFG Advisory, LLC | 22 | 22 | 0.06% | 0.21% | 0.34% | Q2 2018 | Q3 2023 | 22 |
HL FINANCIAL SERVICES LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2019 | 22 |
Milestone Advisory Partners | 22 | 22 | 0.36% | 11.12% | 22.58% | Q4 2017 | Q1 2023 | 22 |
Csenge Advisory Group | 22 | 22 | 0.24% | 1.16% | 1.66% | Q2 2018 | Q3 2023 | 22 |
CWM, LLC | 13 | 8 | 0.00% | 0.05% | 0.22% | Q2 2018 | Q3 2023 | 21 |
StoneX Group Inc. | 17 | 1 | 0.10% | 0.26% | 1.04% | Q2 2017 | Q3 2023 | 21 |
RAYMOND JAMES TRUST N.A. | 18 | 3 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.04% | 0.14% | 0.23% | Q3 2018 | Q3 2023 | 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 21 |
Kingsview Wealth Management, LLC | 15 | 6 | 0.11% | 0.25% | 0.95% | Q2 2018 | Q3 2023 | 21 |
Flaharty Asset Management, LLC | 17 | 4 | 4.57% | 5.41% | 6.47% | Q1 2017 | Q3 2023 | 21 |
NewEdge Advisors, LLC | 21 | 21 | 0.02% | 0.07% | 0.21% | Q3 2018 | Q3 2023 | 21 |
First Horizon Advisors, Inc. | 10 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.05% | 0.28% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Financial Advocates Investment Management | 20 | 20 | 0.02% | 0.08% | 0.15% | Q4 2017 | Q3 2022 | 20 |
Harvest Investment Services, LLC | 20 | 20 | 0.40% | 0.70% | 1.22% | Q4 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.17% | 0.89% | 3.19% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.06% | 0.27% | Q4 2017 | Q3 2022 | 20 |
Brown Advisory Securities, LLC | 20 | 20 | 0.04% | 0.07% | 0.11% | Q1 2017 | Q4 2021 | 20 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Simplicity Solutions, LLC | 16 | 1 | 0.02% | 0.15% | 0.35% | Q1 2017 | Q1 2022 | 19 |
Archer Investment Corp | 16 | 3 | 0.01% | 0.05% | 0.14% | Q4 2018 | Q3 2023 | 19 |
NORTHWEST WEALTH MANAGEMENT, LLC | 10 | 9 | 0.17% | 0.47% | 0.77% | Q4 2017 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
Renaissance Technologies | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.11% | 0.23% | 0.47% | Q2 2013 | Q4 2017 | 19 |
MGO ONE SEVEN LLC | 16 | 1 | 0.02% | 0.09% | 0.29% | Q4 2017 | Q3 2023 | 19 |
American Financial Advisors, LLC | 14 | 5 | 0.05% | 2.30% | 6.22% | Q4 2018 | Q3 2023 | 19 |
FIFTH THIRD BANCORP | 16 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Patriot Financial Group Insurance Agency, LLC | 13 | 6 | 0.00% | 0.18% | 0.72% | Q4 2016 | Q2 2022 | 19 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 18 |
Mutual Advisors, LLC | 18 | 18 | 0.04% | 0.07% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.01% | 0.07% | 0.48% | Q4 2018 | Q3 2023 | 18 |
LEVEL FOUR ADVISORY SERVICES, LLC | 18 | 18 | 0.01% | 0.07% | 0.35% | Q1 2019 | Q2 2023 | 18 |
Trinity Legacy Partners, LLC | 18 | 18 | 0.33% | 2.33% | 3.94% | Q2 2019 | Q3 2023 | 18 |
BB&T SECURITIES, LLC | 16 | 2 | 0.00% | 0.06% | 0.22% | Q1 2014 | Q3 2019 | 18 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.16% | 0.94% | Q1 2017 | Q2 2023 | 18 |
Cambridge Advisors Inc. | 18 | 18 | 0.08% | 0.12% | 0.19% | Q2 2019 | Q3 2023 | 18 |
WEDBUSH SECURITIES INC | 11 | 6 | 0.02% | 0.07% | 0.15% | Q4 2018 | Q3 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Aspire Private Capital, LLC | 11 | 6 | 0.01% | 0.21% | 0.63% | Q4 2018 | Q3 2023 | 17 |
LAKE STREET PRIVATE WEALTH, LLC | 17 | 17 | 0.45% | 0.87% | 1.36% | Q3 2019 | Q3 2023 | 17 |
ALESCO ADVISORS LLC | 17 | 17 | 0.17% | 0.32% | 0.69% | Q3 2014 | Q3 2018 | 17 |
SeaCrest Wealth Management, LLC | 17 | 17 | 0.05% | 0.06% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2023 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.05% | 0.13% | 0.19% | Q3 2019 | Q3 2023 | 17 |
Bank of New York Mellon Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 16 |
RVW Wealth, LLC | 16 | 16 | 0.12% | 0.18% | 0.33% | Q1 2020 | Q4 2023 | 16 |
1776 Wealth LLC | 16 | 16 | 0.17% | 0.22% | 0.38% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
TL Private Wealth | 16 | 16 | 4.62% | 8.34% | 12.32% | Q4 2019 | Q3 2023 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 0.80% | 5.21% | 16.05% | Q4 2017 | Q3 2023 | 16 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.19% | 0.33% | 0.49% | Q2 2019 | Q3 2023 | 16 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 16 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 16 |
Argent Trust Co | 12 | 4 | 0.02% | 0.05% | 0.14% | Q4 2014 | Q3 2023 | 16 |
Shamrock Asset Management LLC | 16 | 16 | 0.02% | 0.50% | 1.19% | Q4 2015 | Q3 2019 | 16 |
McNaughton Wealth Management, LLC | 13 | 2 | 0.25% | 1.51% | 1.99% | Q4 2019 | Q3 2023 | 15 |
Faithward Advisors, LLC | 15 | 15 | 0.04% | 0.19% | 0.45% | Q3 2019 | Q1 2023 | 15 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10 | 5 | 0.04% | 0.12% | 0.33% | Q4 2018 | Q3 2022 | 15 |
USCA RIA LLC | 15 | 15 | 0.08% | 0.17% | 0.28% | Q4 2017 | Q2 2021 | 15 |
ASSETMARK, INC | 15 | 15 | 0.00% | 0.00% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.06% | 0.24% | Q2 2016 | Q4 2019 | 15 |
LINCOLN NATIONAL CORP | 7 | 1 | 0.01% | 0.05% | 0.21% | Q2 2015 | Q3 2023 | 15 |
Allworth Financial LP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 15 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.21% | 0.78% | Q2 2016 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
GeoWealth Management, LLC | 12 | 3 | 0.00% | 0.63% | 3.23% | Q4 2019 | Q3 2023 | 15 |
Smithfield Trust Co | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2017 | 15 |
Retirement Group, LLC | 14 | 1 | 0.25% | 0.55% | 1.22% | Q4 2019 | Q3 2023 | 15 |
WFG Advisors, LP | 15 | 15 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q2 2017 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.06% | 0.11% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Stonebridge Financial Planning Group, LLC | 15 | 15 | 0.01% | 0.30% | 0.87% | Q1 2020 | Q3 2023 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.04% | 0.09% | 0.27% | Q1 2015 | Q3 2018 | 15 |
PRUDENTIAL PLC | 14 | 14 | 0.03% | 0.06% | 0.16% | Q2 2020 | Q3 2023 | 14 |
OneDigital Investment Advisors LLC | 10 | 4 | 0.00% | 0.10% | 0.22% | Q4 2017 | Q3 2023 | 14 |
Walkner Condon Financial Advisors LLC | 11 | 1 | 0.19% | 1.08% | 4.08% | Q4 2019 | Q3 2023 | 14 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 11 | 3 | 0.00% | 0.15% | 0.45% | Q4 2019 | Q3 2023 | 14 |
&PARTNERS | 14 | 14 | 0.28% | 0.75% | 1.53% | Q2 2020 | Q3 2023 | 14 |
Private Portfolio Partners LLC | 14 | 14 | 0.10% | 0.39% | 0.52% | Q2 2020 | Q3 2023 | 14 |
Astor Investment Management LLC | 8 | 6 | 0.00% | 3.58% | 4.60% | Q3 2018 | Q2 2022 | 14 |
WEALTHSOURCE PARTNERS, LLC | 13 | 1 | 0.03% | 0.10% | 0.58% | Q1 2017 | Q1 2022 | 14 |
WealthOne, LLC | 13 | 1 | 0.08% | 0.78% | 2.67% | Q4 2018 | Q1 2023 | 14 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 14 | 14 | 0.07% | 1.16% | 1.92% | Q4 2019 | Q1 2023 | 14 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
Realta Investment Advisors | 9 | 4 | 0.00% | 0.20% | 0.45% | Q1 2019 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.13% | 0.17% | Q3 2020 | Q3 2023 | 13 |
BARCLAYS PLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 13 |
Donoghue Forlines LLC | 4 | 3 | 0.11% | 0.74% | 3.83% | Q1 2018 | Q4 2021 | 13 |
Bay Harbor Wealth Management, LLC | 7 | 6 | 0.00% | 0.17% | 0.44% | Q4 2018 | Q2 2022 | 13 |
MSI Financial Services Inc | 13 | 13 | 0.02% | 0.04% | 0.17% | Q4 2013 | Q4 2016 | 13 |
Financial Enhancement Group LLC | 8 | 5 | 0.00% | 1.10% | 2.19% | Q1 2018 | Q3 2023 | 13 |
DEUTSCHE BANK AG\ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2020 | 13 |
Western Wealth Management, LLC | 8 | 2 | 0.04% | 0.19% | 0.32% | Q4 2018 | Q3 2023 | 13 |
Commonwealth Equity Services, Inc | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2017 | 13 |
Equitable Holdings, Inc. | 10 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.04% | 0.22% | 0.62% | Q2 2013 | Q2 2016 | 13 |
CALTON & ASSOCIATES, INC. | 13 | 13 | 0.06% | 0.10% | 0.18% | Q2 2020 | Q2 2023 | 13 |
Private Advisory Group LLC | 6 | 1 | 0.21% | 0.45% | 0.96% | Q4 2016 | Q3 2023 | 13 |
Madden Advisory Services, Inc. | 6 | 1 | 0.02% | 0.37% | 1.01% | Q3 2014 | Q3 2018 | 13 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 13 |
Investors Research Corp | 13 | 13 | 0.14% | 0.44% | 0.59% | Q3 2020 | Q3 2023 | 13 |
Concorde Asset Management, LLC | 7 | 1 | 0.13% | 0.29% | 0.61% | Q3 2018 | Q3 2023 | 13 |
Southland Equity Partners LLC | 12 | 12 | 0.12% | 0.17% | 0.21% | Q4 2020 | Q3 2023 | 12 |
VISTA INVESTMENT MANAGEMENT | 6 | 1 | 0.12% | 0.23% | 0.36% | Q3 2019 | Q3 2023 | 12 |
LexAurum Advisors, LLC | 7 | 5 | 0.28% | 0.94% | 3.16% | Q2 2018 | Q3 2021 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.03% | 0.14% | 0.28% | Q4 2019 | Q3 2023 | 12 |
BLAIR WILLIAM & CO/IL | 9 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 12 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 12 | 12 | 0.06% | 0.07% | 0.10% | Q4 2016 | Q3 2019 | 12 |
CHIRON CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.01% | 0.52% | 0.87% | Q3 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.07% | 0.08% | 0.10% | Q4 2016 | Q3 2019 | 12 |
Virtu KCG Holdings LLC | 9 | 3 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q3 2016 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.14% | 0.97% | 2.35% | Q4 2020 | Q3 2023 | 12 |
Global Financial Private Capital, Inc | 12 | 12 | 0.07% | 0.73% | 1.31% | Q3 2017 | Q2 2020 | 12 |
NATIONAL PLANNING CORP | 12 | 12 | 0.01% | 0.03% | 0.09% | Q4 2014 | Q3 2017 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.05% | 0.05% | 0.06% | Q4 2016 | Q3 2019 | 12 |
Acorn Wealth Advisors, LLC | 6 | 2 | 0.17% | 0.41% | 0.89% | Q4 2017 | Q3 2023 | 12 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.24% | 0.41% | 1.01% | Q1 2019 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2016 | Q3 2019 | 12 |
Accel Wealth Management | 12 | 12 | 0.39% | 2.45% | 3.28% | Q4 2020 | Q3 2023 | 12 |
Outlook Wealth Advisors, LLC | 6 | 6 | 0.44% | 0.82% | 1.27% | Q4 2018 | Q2 2022 | 12 |
FDx Advisors, Inc. | 7 | 2 | 0.01% | 0.05% | 0.13% | Q4 2016 | Q1 2022 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.00% | 0.15% | 0.74% | Q4 2018 | Q3 2021 | 12 |
Advisor OS, LLC | 12 | 12 | 0.07% | 1.81% | 4.36% | Q4 2020 | Q3 2023 | 12 |
3D ASSET MANAGEMENT, INC | 12 | 12 | 2.41% | 2.75% | 3.32% | Q1 2016 | Q4 2018 | 12 |
SSI INVESTMENT MANAGEMENT LLC | 8 | 4 | 0.13% | 0.33% | 0.52% | Q4 2017 | Q4 2022 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.08% | 0.62% | 1.06% | Q4 2020 | Q3 2023 | 12 |
Purus Wealth Management, LLC | 12 | 12 | 0.43% | 0.56% | 0.67% | Q4 2020 | Q3 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 9 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
Triton Wealth Management, PLLC | 12 | 12 | 0.30% | 0.67% | 1.51% | Q1 2020 | Q4 2022 | 12 |
HOEY INVESTMENTS, INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Legacy Capital Wealth Partners, LLC | 12 | 12 | 0.41% | 1.91% | 3.01% | Q4 2020 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 10 | 1 | 0.01% | 1.26% | 2.39% | Q4 2020 | Q3 2023 | 11 |
M&T BANK CORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 11 |
SII INVESTMENTS INC/WI | 11 | 11 | 0.02% | 0.10% | 0.49% | Q2 2015 | Q4 2017 | 11 |
Financial Partners Group, Inc | 11 | 11 | 0.06% | 1.02% | 2.16% | Q1 2021 | Q3 2023 | 11 |
Clearwater Capital Advisors, LLC | 11 | 11 | 1.46% | 1.89% | 2.27% | Q2 2016 | Q4 2018 | 11 |
Clarus Wealth Advisors | 6 | 5 | 0.03% | 0.23% | 0.38% | Q1 2018 | Q2 2023 | 11 |
HBW ADVISORY SERVICES LLC | 11 | 11 | 0.10% | 0.15% | 0.24% | Q1 2021 | Q3 2023 | 11 |
COZAD ASSET MANAGEMENT INC | 11 | 11 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
IVC Wealth Advisors LLC | 11 | 11 | 0.43% | 1.34% | 2.30% | Q1 2021 | Q3 2023 | 11 |
Aptus Capital Advisors, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 11 |
PRW Wealth Management LLC | 5 | 2 | 0.35% | 0.53% | 0.67% | Q4 2018 | Q2 2022 | 11 |
RiverFront Investment Group, LLC | 8 | 3 | 0.10% | 1.64% | 2.62% | Q1 2017 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
AdvisorNet Financial, Inc | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 11 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q1 2023 | 10 |
Integrated Advisors Network LLC | 10 | 10 | 0.04% | 0.23% | 0.34% | Q2 2021 | Q3 2023 | 10 |
Global Trust Asset Management, LLC | 10 | 10 | 0.00% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Gray Wealth Management Inc. | 10 | 10 | 0.12% | 0.20% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.00% | 0.11% | 0.37% | Q4 2019 | Q1 2022 | 10 |
AlphaStar Capital Management, LLC | 7 | 1 | 0.04% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 10 |
Engrave Wealth Partners LLC | 10 | 10 | 0.08% | 5.23% | 9.72% | Q1 2021 | Q2 2023 | 10 |
Strategic Investment Advisors / MI | 10 | 10 | 0.07% | 0.84% | 1.42% | Q4 2018 | Q1 2021 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.04% | 0.16% | 0.40% | Q2 2021 | Q3 2023 | 10 |
TrueWealth Advisors, LLC | 10 | 10 | 0.43% | 2.67% | 7.91% | Q2 2021 | Q3 2023 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Proficio Capital Partners LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.11% | 0.29% | 0.41% | Q1 2021 | Q3 2023 | 10 |
One Capital Management, LLC | 10 | 10 | 1.24% | 1.52% | 1.99% | Q2 2021 | Q3 2023 | 10 |
TruWealth Advisors, LLC | 10 | 10 | 0.02% | 0.99% | 3.51% | Q2 2021 | Q3 2023 | 10 |
VisionPoint Advisory Group, LLC | 5 | 2 | 0.01% | 0.10% | 0.17% | Q1 2019 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Mattern Wealth Management LLC | 10 | 10 | 0.36% | 2.65% | 4.47% | Q2 2021 | Q3 2023 | 10 |
Vestmark Advisory Solutions, Inc. | 10 | 10 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q2 2023 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 2.82% | 4.54% | 5.49% | Q2 2021 | Q3 2023 | 10 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 9 | 0.06% | 0.36% | 0.51% | Q3 2021 | Q3 2023 | 9 |
Paradigm Financial Partners, LLC | 9 | 9 | 0.10% | 1.46% | 2.48% | Q3 2021 | Q3 2023 | 9 |
Family Legacy, Inc. | 6 | 3 | 0.10% | 0.11% | 0.13% | Q2 2018 | Q3 2023 | 9 |
HARBOR INVESTMENT ADVISORY, LLC | 9 | 9 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 9 |
FIRST HAWAIIAN BANK | 8 | 1 | 0.04% | 0.09% | 0.13% | Q3 2018 | Q4 2022 | 9 |
StrategIQ Financial Group, LLC | 9 | 9 | 0.15% | 0.20% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Argentus Capital Management, LLC | 9 | 9 | 0.10% | 0.40% | 0.60% | Q3 2014 | Q3 2016 | 9 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 9 |
Americana Partners, LLC | 9 | 9 | 0.07% | 0.18% | 0.50% | Q3 2021 | Q3 2023 | 9 |
Blackhawk Capital Partners LLC. | 5 | 4 | 0.39% | 1.26% | 2.37% | Q1 2021 | Q3 2023 | 9 |
Brendel Financial Advisors LLC | 4 | 1 | 0.01% | 1.10% | 2.72% | Q4 2019 | Q1 2023 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 9 | 9 | 0.02% | 0.16% | 0.24% | Q4 2017 | Q4 2019 | 9 |
Pinnacle Advisory Group, Inc. | 9 | 9 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q1 2021 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.09% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 0.13% | 0.16% | 0.20% | Q4 2020 | Q4 2022 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 9 |
Barber Financial Group, Inc. | 9 | 9 | 0.98% | 1.45% | 1.83% | Q4 2017 | Q4 2019 | 9 |
ShoreHaven Wealth Partners, LLC | 9 | 9 | 0.15% | 2.52% | 4.11% | Q4 2020 | Q4 2022 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q1 2022 | 9 |
Dynamic Advisor Solutions LLC | 9 | 9 | 0.02% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 9 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 1.56% | 2.81% | 3.42% | Q4 2021 | Q3 2023 | 8 |
MJP ASSOCIATES INC /ADV | 8 | 8 | 4.12% | 5.58% | 7.15% | Q4 2020 | Q3 2022 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 8 | 0.02% | 0.09% | 0.15% | Q4 2021 | Q3 2023 | 8 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2023 | 8 |
B. Riley Wealth Management, Inc. | 5 | 3 | 0.00% | 0.68% | 3.57% | Q3 2015 | Q2 2022 | 8 |
Moors & Cabot, Inc. | 8 | 8 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
FLAGSTAR ADVISORS INC | 8 | 8 | 0.15% | 0.17% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Tanager Wealth Management LLP | 8 | 8 | 0.12% | 5.31% | 9.58% | Q4 2021 | Q3 2023 | 8 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.48% | 0.97% | 1.19% | Q2 2017 | Q1 2019 | 8 |
Alpha Cubed Investments, LLC | 7 | 1 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.01% | 1.00% | 2.51% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Towerpoint Wealth, LLC | 8 | 8 | 0.12% | 0.19% | 0.28% | Q4 2019 | Q3 2021 | 8 |
Pinion Investment Advisors, LLC | 3 | 2 | 0.18% | 0.29% | 0.42% | Q2 2020 | Q3 2023 | 8 |
Cornerstone Wealth Management, LLC | 8 | 8 | 0.04% | 0.09% | 0.12% | Q2 2017 | Q1 2019 | 8 |
COLUMBIA ADVISORY PARTNERS LLC | 8 | 8 | 0.29% | 0.43% | 0.62% | Q4 2021 | Q3 2023 | 8 |
RiverTree Advisors, LLC | 7 | 1 | 3.65% | 7.27% | 9.42% | Q4 2020 | Q4 2022 | 8 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Laidlaw Wealth Management LLC | 8 | 8 | 0.20% | 0.31% | 0.56% | Q3 2021 | Q2 2023 | 8 |
EWG Elevate Inc. | 8 | 8 | 0.63% | 1.09% | 1.53% | Q4 2021 | Q3 2023 | 8 |
Regal Investment Advisors LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2015 | 8 |
CKW FINANCIAL GROUP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.62% | 1.19% | 1.82% | Q4 2021 | Q3 2023 | 8 |
FinTrust Capital Advisors, LLC | 8 | 8 | 0.11% | 0.50% | 0.71% | Q3 2021 | Q2 2023 | 8 |
Holloway Wealth Management, LLC | 8 | 8 | 0.01% | 0.16% | 0.40% | Q2 2020 | Q1 2022 | 8 |
Belpointe Asset Management LLC | 6 | 2 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q1 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.05% | 0.12% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Midwest Heritage Bank, FSB | 8 | 8 | 2.83% | 3.16% | 3.47% | Q4 2021 | Q3 2023 | 8 |
Neumann Capital Management, LLC | 8 | 8 | 0.24% | 0.36% | 0.43% | Q2 2018 | Q1 2020 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.60% | 1.08% | 2.07% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.01% | 0.14% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.08% | 0.13% | 0.29% | Q4 2021 | Q3 2023 | 8 |
State of Tennessee, Treasury Department | 5 | 3 | 0.00% | 0.06% | 0.27% | Q4 2017 | Q2 2022 | 8 |
Continuum Advisory, LLC | 8 | 8 | 0.05% | 0.17% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 4 | 1 | 0.01% | 0.09% | 0.31% | Q4 2020 | Q2 2023 | 8 |
PFG Advisors | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Pensionmark Financial Group, LLC | 8 | 8 | 0.08% | 0.12% | 0.18% | Q4 2020 | Q3 2022 | 8 |
Moloney Securities Asset Management, LLC | 8 | 8 | 0.17% | 0.19% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Bartlett & Co. LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 8 |
Spectrum Wealth Advisory Group, LLC | 6 | 2 | 0.32% | 1.11% | 2.00% | Q1 2019 | Q3 2022 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 0.49% | 0.66% | 0.96% | Q4 2018 | Q3 2020 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.45% | 0.83% | 1.24% | Q4 2021 | Q3 2023 | 8 |
Castleview Partners, LLC | 8 | 8 | 0.01% | 0.31% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Hudock, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
Peterson Financial Group, Inc. | 7 | 7 | 0.14% | 0.19% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Echo Wealth Management, LLC | 7 | 7 | 1.06% | 2.04% | 3.30% | Q1 2021 | Q3 2022 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.81% | 1.37% | 1.61% | Q4 2021 | Q2 2023 | 7 |
Aurora Private Wealth, Inc. | 7 | 7 | 0.54% | 1.75% | 2.69% | Q1 2022 | Q3 2023 | 7 |
Anfield Capital Management, LLC | 7 | 7 | 0.33% | 1.02% | 1.79% | Q1 2022 | Q3 2023 | 7 |
Centennial Wealth Advisory LLC | 7 | 7 | 0.27% | 1.92% | 2.34% | Q4 2020 | Q2 2022 | 7 |
High Note Wealth, LLC | 7 | 7 | 1.05% | 2.62% | 3.88% | Q2 2021 | Q4 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.05% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Platform Technology Partners | 7 | 7 | 0.11% | 0.20% | 0.30% | Q2 2021 | Q4 2022 | 7 |
Stonebridge Capital Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.53% | 1.00% | 1.39% | Q1 2022 | Q3 2023 | 7 |
Barnett & Company, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 7 |
Orion Portfolio Solutions, LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2022 | 7 |
RDA Financial Network | 7 | 7 | 0.10% | 0.45% | 0.66% | Q1 2019 | Q3 2020 | 7 |
Ignite Planners, LLC | 7 | 7 | 0.14% | 1.47% | 2.70% | Q4 2021 | Q2 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Virtue Capital Management, LLC | 6 | 1 | 0.06% | 6.47% | 14.11% | Q3 2021 | Q3 2023 | 7 |
PINNACLE ASSOCIATES LTD | 7 | 7 | 0.02% | 0.05% | 0.10% | Q2 2021 | Q4 2022 | 7 |
Lokken Investment Group LLC | 7 | 7 | 0.49% | 2.84% | 3.79% | Q1 2022 | Q3 2023 | 7 |
Foundations Investment Advisors, LLC | 7 | 7 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 0.89% | 1.04% | 1.35% | Q1 2022 | Q3 2023 | 7 |
Miracle Mile Advisors, LLC | 7 | 7 | 0.08% | 0.13% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Stockman Wealth Management, Inc. | 7 | 7 | 0.10% | 1.02% | 2.11% | Q3 2021 | Q1 2023 | 7 |
DFPG INVESTMENTS, LLC | 7 | 7 | 0.18% | 0.26% | 0.35% | Q4 2018 | Q2 2020 | 7 |
Financial Gravity Asset Management, Inc. | 4 | 3 | 0.00% | 0.05% | 0.20% | Q1 2018 | Q4 2019 | 7 |
MTM Investment Management, LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2022 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Strategic Blueprint, LLC | 5 | 1 | 0.01% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 6 |
MOODY NATIONAL BANK TRUST DIVISION | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2021 | 6 |
V Wealth Advisors LLC | 5 | 1 | 0.01% | 0.13% | 0.26% | Q2 2017 | Q3 2022 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2020 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Freedom Investment Management, Inc. | 5 | 1 | 0.03% | 0.16% | 0.26% | Q2 2014 | Q4 2015 | 6 |
HAYS ADVISORY LLC | 3 | 3 | 0.11% | 0.18% | 0.22% | Q2 2015 | Q2 2017 | 6 |
Triumph Capital Management | 6 | 6 | 0.09% | 0.28% | 0.69% | Q2 2022 | Q3 2023 | 6 |
SNS Financial Group, LLC | 6 | 6 | 0.61% | 0.66% | 0.74% | Q3 2013 | Q4 2014 | 6 |
INSPIRION WEALTH ADVISORS, LLC | 6 | 6 | 0.09% | 0.15% | 0.25% | Q2 2022 | Q3 2023 | 6 |
WealthTrust Asset Management, LLC | 6 | 6 | 0.23% | 3.27% | 5.97% | Q2 2021 | Q3 2022 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PSI Advisors, LLC | 6 | 6 | 0.06% | 0.34% | 0.94% | Q4 2021 | Q1 2023 | 6 |
Summit X, LLC | 6 | 6 | 0.10% | 0.20% | 0.28% | Q1 2022 | Q2 2023 | 6 |
Advocacy Wealth Management Services, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2018 | 6 |
Brinker Capital Investments, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 6 |
Laurel Wealth Advisors, Inc. | 4 | 2 | 0.05% | 0.40% | 1.19% | Q2 2017 | Q4 2022 | 6 |
Strategic Capital Alternatives LLC | 5 | 1 | 1.08% | 1.76% | 4.44% | Q3 2014 | Q1 2016 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Keel Point, LLC | 6 | 6 | 0.02% | 0.04% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.10% | 0.25% | 0.29% | Q2 2022 | Q3 2023 | 6 |
CreativeOne Wealth, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 6 |
Berger Financial Group, Inc | 6 | 6 | 0.05% | 0.24% | 0.45% | Q2 2021 | Q3 2022 | 6 |
Valmark Advisers, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
DHK Financial Advisors, Inc. | 6 | 6 | 0.57% | 1.53% | 2.04% | Q2 2022 | Q3 2023 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.44% | 0.98% | 1.99% | Q2 2022 | Q3 2023 | 6 |
Global Wealth Management Investment Advisory, Inc. | 6 | 6 | 0.01% | 0.04% | 0.13% | Q4 2018 | Q1 2020 | 6 |
Crabel Capital Management, LLC | 3 | 1 | 0.05% | 0.18% | 0.52% | Q1 2018 | Q2 2023 | 6 |
SEI INVESTMENTS CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 6 |
Ifrah Financial Services, Inc. | 6 | 6 | 0.31% | 0.56% | 0.64% | Q2 2022 | Q3 2023 | 6 |
Rehmann Capital Advisory Group | 2 | 1 | 0.00% | 0.05% | 0.15% | Q4 2013 | Q2 2019 | 6 |
TD Waterhouse Canada Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
First PREMIER Bank | 6 | 6 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q4 2022 | 6 |
Columbus Macro, LLC | 6 | 6 | 0.17% | 0.29% | 0.38% | Q4 2019 | Q1 2021 | 6 |
BAILARD, INC. | 5 | 5 | 0.56% | 0.58% | 0.60% | Q2 2021 | Q2 2022 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.02% | 0.07% | Q3 2021 | Q3 2022 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.03% | 0.08% | 0.11% | Q1 2019 | Q3 2020 | 5 |
MAI Capital Management | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Adams Wealth Management | 5 | 5 | 0.16% | 0.59% | 1.01% | Q3 2022 | Q3 2023 | 5 |
Gradient Investments LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Fortress Wealth Group, LLC | 5 | 5 | 0.25% | 0.41% | 0.51% | Q3 2022 | Q3 2023 | 5 |
Segment Wealth Management, LLC | 4 | 1 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q4 2019 | 5 |
Center for Financial Planning, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.06% | 0.08% | 0.13% | Q1 2019 | Q1 2020 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.42% | 0.50% | 0.55% | Q3 2022 | Q3 2023 | 5 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 5 | 5 | 0.29% | 0.42% | 0.61% | Q3 2017 | Q3 2018 | 5 |
Curtis Advisory Group, LLC | 4 | 1 | 0.13% | 0.20% | 0.28% | Q2 2022 | Q3 2023 | 5 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4 | 1 | 0.09% | 0.14% | 0.19% | Q2 2018 | Q3 2019 | 5 |
Pinnacle Wealth Management Advisory Group, LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 5 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 5 |
Perennial Investment Advisors, LLC | 5 | 5 | 0.05% | 0.08% | 0.13% | Q3 2022 | Q3 2023 | 5 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 5 |
Ensign Peak Advisors, Inc | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q4 2020 | 5 |
Pallas Capital Advisors LLC | 5 | 5 | 0.07% | 0.09% | 0.13% | Q1 2021 | Q1 2022 | 5 |
HORIZON FINANCIAL SERVICES, LLC | 5 | 5 | 0.01% | 0.48% | 0.72% | Q3 2020 | Q3 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q4 2022 | 5 |
SIMON QUICK ADVISORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2019 | 5 |
Dorsey & Whitney Trust CO LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Delta Investment Management, LLC | 5 | 5 | 0.08% | 0.44% | 0.62% | Q1 2022 | Q1 2023 | 5 |
Center For Asset Management LLC | 5 | 5 | 0.16% | 0.25% | 0.31% | Q1 2021 | Q1 2022 | 5 |
ProVise Management Group, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 2 | 0.02% | 0.27% | 0.39% | Q1 2022 | Q3 2023 | 5 |
Crumly & Associates Inc. | 5 | 5 | 0.50% | 0.61% | 0.67% | Q2 2021 | Q2 2022 | 5 |
Tradition Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 5 |
SEAVIEW INVESTMENT MANAGERS LLC | 5 | 5 | 0.07% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
PCG Wealth Advisors, LLC | 5 | 5 | 0.09% | 0.82% | 1.09% | Q3 2022 | Q3 2023 | 5 |
Presidio Capital Management, LLC | 3 | 1 | 3.98% | 4.50% | 5.68% | Q1 2022 | Q3 2023 | 4 |
DB Wealth Management Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Truadvice, LLC | 3 | 1 | 0.08% | 0.14% | 0.22% | Q1 2021 | Q3 2023 | 4 |
CAPITAL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.70% | 1.04% | 1.18% | Q4 2022 | Q3 2023 | 4 |
RPg Family Wealth Advisory, LLC | 4 | 4 | 2.10% | 2.74% | 3.53% | Q4 2022 | Q3 2023 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Alta Wealth Advisors LLC | 4 | 4 | 0.70% | 0.75% | 0.79% | Q1 2022 | Q4 2022 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q1 2022 | 4 |
UBS AG | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2014 | 4 |
LVW Advisors, LLC | 4 | 4 | 0.26% | 4.21% | 8.23% | Q3 2016 | Q2 2017 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 3.72% | 4.79% | 5.39% | Q4 2018 | Q4 2019 | 4 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2020 | 4 |
20/20 Capital Management, Inc. | 4 | 4 | 0.15% | 0.33% | 0.80% | Q4 2019 | Q3 2020 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
WT Wealth Management | 4 | 4 | 2.50% | 2.61% | 2.71% | Q2 2022 | Q1 2023 | 4 |
IBERIABANK CORP | 4 | 4 | 0.13% | 0.14% | 0.15% | Q3 2013 | Q2 2014 | 4 |
Bensler, LLC | 4 | 4 | 0.77% | 0.88% | 0.97% | Q4 2021 | Q3 2022 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Horizon Investments, LLC | 2 | 2 | 0.19% | 0.51% | 0.97% | Q1 2015 | Q2 2018 | 4 |
Sterling Manor Financial, LLC | 4 | 4 | 0.76% | 2.00% | 3.72% | Q1 2022 | Q4 2022 | 4 |
Parallel Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Brookstone Capital Management | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q4 2017 | 4 |
Alpha Omega Group, Inc. | 3 | 1 | 0.32% | 4.81% | 6.58% | Q4 2020 | Q3 2022 | 4 |
Newman Dignan & Sheerar, Inc. | 4 | 4 | 0.09% | 0.15% | 0.21% | Q1 2022 | Q4 2022 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Epstein & White Financial LLC | 4 | 4 | 0.12% | 0.14% | 0.17% | Q3 2018 | Q2 2019 | 4 |
Bangor Savings Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
EdgeRock Capital LLC | 4 | 4 | 0.10% | 0.37% | 1.16% | Q2 2022 | Q1 2023 | 4 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Ruggie Capital Group | 4 | 4 | 0.07% | 0.19% | 0.43% | Q2 2018 | Q1 2019 | 4 |
GRIMES & COMPANY, INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.86% | 1.39% | 1.60% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Advisory Resource Group | 4 | 4 | 0.57% | 0.81% | 1.05% | Q4 2018 | Q3 2019 | 4 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 4 |
Asset Allocation Strategies LLC | 4 | 4 | 2.36% | 2.58% | 3.12% | Q4 2022 | Q3 2023 | 4 |
Aveo Capital Partners, LLC | 4 | 4 | 0.03% | 0.05% | 0.09% | Q3 2022 | Q2 2023 | 4 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.04% | 0.10% | Q1 2022 | Q4 2022 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.11% | 0.20% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Crow Point Partners, LLC | 4 | 4 | 0.04% | 0.13% | 0.29% | Q3 2016 | Q2 2017 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.01% | 0.15% | 0.44% | Q4 2018 | Q2 2019 | 3 |
Opal Wealth Advisors, LLC | 3 | 3 | 0.24% | 0.35% | 0.46% | Q1 2022 | Q3 2022 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Winfield Associates, Inc. | 3 | 3 | 0.18% | 0.20% | 0.21% | Q3 2021 | Q1 2022 | 3 |
Arlington Financial Advisors, LLC | 3 | 3 | 4.30% | 5.06% | 5.82% | Q4 2021 | Q2 2022 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
New Republic Capital, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Pinnacle Family Advisors, LLC | 3 | 3 | 0.18% | 0.22% | 0.27% | Q3 2021 | Q1 2022 | 3 |
Altus Wealth Group LLC | 3 | 3 | 0.25% | 0.27% | 0.28% | Q4 2022 | Q2 2023 | 3 |
Sandy Spring Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 3 |
BRIGHTON JONES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Jefferies Group LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2015 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.16% | 0.21% | 0.24% | Q4 2021 | Q2 2022 | 3 |
Intrua Financial, LLC | 2 | 1 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q4 2021 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.08% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
GoalVest Advisory LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Avestar Capital, LLC | 2 | 1 | 0.03% | 0.08% | 0.14% | Q4 2017 | Q1 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.32% | 0.33% | 0.34% | Q4 2022 | Q3 2023 | 3 |
KMG FIDUCIARY PARTNERS, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 3 | 3 | 2.81% | 2.98% | 3.09% | Q2 2021 | Q4 2021 | 3 |
L & S Advisors Inc | 3 | 3 | 0.03% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
BKA Wealth Consulting, Inc. | 3 | 3 | 0.47% | 1.23% | 2.74% | Q1 2023 | Q3 2023 | 3 |
Wealthfront Advisers LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Newport Wealth Strategies, Inc. | 3 | 3 | 0.14% | 0.15% | 0.17% | Q1 2021 | Q3 2021 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.93% | 0.96% | 0.98% | Q1 2023 | Q3 2023 | 3 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.30% | 1.55% | 2.25% | Q4 2021 | Q2 2022 | 3 |
FIRST INTERSTATE BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Lion Street Advisors, LLC | 3 | 3 | 0.10% | 0.20% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.28% | 0.32% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Next Level Private LLC | 2 | 1 | 0.18% | 0.19% | 0.19% | Q4 2022 | Q3 2023 | 3 |
Fortune 45 LLC | 3 | 3 | 0.54% | 1.08% | 1.49% | Q4 2021 | Q2 2022 | 3 |
Trinity Wealth Management, LLC | 3 | 3 | 2.46% | 3.01% | 3.88% | Q1 2022 | Q3 2022 | 3 |
RELIANCE TRUST CO OF DELAWARE | 3 | 3 | 0.07% | 0.15% | 0.21% | Q3 2018 | Q1 2019 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 3 |
MILLENNIUM MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Objective Capital Management, LLC | 3 | 3 | 0.16% | 0.23% | 0.29% | Q4 2021 | Q2 2022 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 1 | 0.00% | 0.16% | 0.32% | Q2 2018 | Q3 2023 | 3 |
Asset Allocation & Management Company, LLC | 2 | 1 | 2.14% | 2.87% | 3.90% | Q1 2022 | Q3 2023 | 3 |
Secure Asset Management, LLC | 3 | 3 | 0.18% | 0.50% | 0.71% | Q4 2019 | Q2 2020 | 3 |
Capstone Triton Financial Group, LLC | 2 | 1 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q2 2022 | 3 |
Edmonds Duncan Registered Investment Advisors, LLC | 3 | 3 | 3.62% | 3.71% | 3.78% | Q4 2022 | Q2 2023 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.20% | 0.21% | 0.23% | Q1 2023 | Q3 2023 | 3 |
CITY HOLDING CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
SYNOVUS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Fortis Group Advisors, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Bluefin Trading, LLC | 2 | 1 | 0.13% | 0.16% | 0.19% | Q2 2014 | Q4 2018 | 3 |
BREITER CAPITAL MANAGEMENT INC | 3 | 3 | 0.16% | 0.37% | 0.63% | Q3 2021 | Q1 2022 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Ausdal Financial Partners, Inc. | 3 | 3 | 0.18% | 0.21% | 0.24% | Q2 2019 | Q4 2019 | 3 |
COMERICA SECURITIES,INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
STRINGER ASSET MANAGEMENT, LLC | 3 | 3 | 0.38% | 0.49% | 0.61% | Q1 2015 | Q3 2015 | 3 |
MARIPAU WEALTH MANAGEMENT LLC | 3 | 3 | 0.22% | 0.26% | 0.29% | Q4 2021 | Q2 2022 | 3 |
Arden Trust Co | 3 | 3 | 0.08% | 0.10% | 0.12% | Q2 2019 | Q4 2019 | 3 |
Virtu Financial LLC | 3 | 3 | 0.03% | 0.04% | 0.07% | Q3 2017 | Q1 2018 | 3 |
Ascent Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Shorepoint Capital Partners LLC | 2 | 2 | 0.07% | 0.11% | 0.15% | Q4 2022 | Q1 2023 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2020 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
BerganKDV Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Legacy Private Trust Co. | 2 | 2 | 0.07% | 0.15% | 0.23% | Q2 2014 | Q3 2014 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.40% | 0.42% | 0.43% | Q1 2018 | Q2 2018 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 0.10% | 0.13% | 0.15% | Q4 2022 | Q1 2023 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q3 2022 | Q3 2023 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2018 | Q2 2018 | 2 |
Williams Financial, LLC | 2 | 2 | 1.99% | 2.24% | 2.49% | Q3 2022 | Q4 2022 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 2 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q1 2019 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.94% | 1.41% | 1.87% | Q3 2022 | Q4 2022 | 2 |
FC Advisory LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q2 2022 | 2 |
Blue Chip Partners, LLC | 2 | 2 | 0.05% | 1.65% | 3.26% | Q2 2022 | Q3 2022 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 2 |
CAPITAL ONE FINANCIAL CORP | 2 | 2 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q2 2020 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Premia Global Advisors, LLC | 1 | 1 | 0.13% | 0.14% | 0.14% | Q2 2018 | Q1 2019 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.13% | 0.28% | 0.44% | Q4 2022 | Q1 2023 | 2 |
Manhattan West Asset Management, LLC | 2 | 2 | 1.07% | 1.78% | 2.48% | Q1 2022 | Q2 2022 | 2 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 2 | 2 | 0.14% | 0.15% | 0.17% | Q3 2021 | Q4 2021 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 2 |
Formidable Asset Management, LLC | 2 | 2 | 0.30% | 0.37% | 0.43% | Q3 2018 | Q4 2018 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 2 | 2 | 0.23% | 0.61% | 0.99% | Q1 2022 | Q2 2022 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Luken Investment Analytics, LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q4 2022 | 2 |
S.C. Financial Services, Inc. | 2 | 2 | 0.52% | 0.55% | 0.57% | Q4 2021 | Q1 2022 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q1 2020 | 2 |
Financial Futures Ltd Liability Co. | 2 | 2 | 0.34% | 1.59% | 2.85% | Q4 2021 | Q1 2022 | 2 |
Capital Wealth Alliance, LLC | 2 | 2 | 0.49% | 0.51% | 0.52% | Q4 2019 | Q1 2020 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Delta Financial Group, Inc. | 2 | 2 | 0.11% | 0.24% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Wolf Group Capital Advisors | 2 | 2 | 0.75% | 0.78% | 0.82% | Q2 2022 | Q3 2022 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.20% | 0.50% | 0.81% | Q1 2017 | Q4 2019 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
Allen Capital Group, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2018 | Q3 2018 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.15% | 0.22% | 0.29% | Q4 2022 | Q3 2023 | 2 |
THOMASPARTNERS, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Capital Advisors, Ltd. LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Auxano Advisors, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 2 |
NOTTINGHAM ADVISORS, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Synergy Asset Management, LLC | 1 | 1 | 0.79% | 1.38% | 1.97% | Q3 2021 | Q3 2023 | 2 |
MRA Advisory Group | 2 | 2 | 0.15% | 0.22% | 0.28% | Q2 2023 | Q3 2023 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Hilton Capital Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
USAdvisors Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
DUNCKER STREETT & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Management Group, Inc. | 1 | 1 | 2.51% | 2.51% | 2.51% | Q1 2022 | Q1 2022 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 1 | 1 | 2.55% | 2.55% | 2.55% | Q3 2023 | Q3 2023 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2022 | Q2 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Friedenthal Financial | 1 | 1 | 2.74% | 2.74% | 2.74% | Q3 2023 | Q3 2023 | 1 |
Clarity Financial LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Little Harbor Advisors, LLC | 1 | 1 | 5.00% | 5.00% | 5.00% | Q3 2023 | Q3 2023 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2019 | Q4 2019 | 1 |
Cerity Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Strategic Capital Group LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q2 2014 | Q2 2014 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Lunt Capital Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2018 | Q4 2018 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2022 | Q4 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 2.74% | 2.74% | 2.74% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
American Research & Management Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Foster Victor Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2021 | Q3 2021 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
SOA Wealth Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Fusion Investment Group, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2015 | Q4 2015 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2018 | Q1 2018 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Wright Fund Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
Clal Insurance Enterprises Holdings Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Cordasco Financial Network | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Beaumont Capital Management, LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2022 | Q4 2022 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 1.65% | 1.65% | 1.65% | Q1 2018 | Q1 2018 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2018 | Q4 2018 | 1 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2021 | Q4 2021 | 1 |
CABANA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pflug Koory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BSW Wealth Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 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.