Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.07% | 0.26% | Q3 2013 | Q3 2023 | 40 |
Cambridge Investment Research Advisors, Inc. | 40 | 40 | 0.02% | 0.08% | 0.52% | Q4 2013 | Q3 2023 | 40 |
WELLS FARGO & COMPANY/MN | 39 | 39 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
BANK OF AMERICA CORP /DE/ | 39 | 39 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 39 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 39 | 39 | 0.00% | 0.05% | 0.35% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 37 | 37 | 0.00% | 0.03% | 0.05% | Q3 2014 | Q3 2023 | 37 |
FIRST TRUST ADVISORS LP | 37 | 37 | 0.00% | 0.31% | 0.61% | Q3 2014 | Q3 2023 | 37 |
THRIVENT FINANCIAL FOR LUTHERANS | 36 | 36 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 21 | 14 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 34 | 0.01% | 0.03% | 0.12% | Q2 2015 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
OPTIMUM INVESTMENT ADVISORS | 33 | 33 | 0.00% | 0.09% | 0.23% | Q4 2015 | Q4 2023 | 33 |
PRIVATE TRUST CO NA | 28 | 1 | 0.01% | 0.08% | 0.20% | Q4 2013 | Q3 2023 | 33 |
Capital Investment Advisors, LLC | 33 | 33 | 0.01% | 0.07% | 0.14% | Q4 2015 | Q4 2023 | 33 |
Private Advisor Group, LLC | 31 | 1 | 0.00% | 0.11% | 0.27% | Q1 2014 | Q3 2023 | 32 |
PARK NATIONAL CORP /OH/ | 32 | 32 | 0.02% | 0.51% | 0.95% | Q1 2016 | Q4 2023 | 32 |
LVZ, Inc. | 32 | 32 | 0.21% | 0.36% | 0.63% | Q4 2015 | Q3 2023 | 32 |
Cetera Advisor Networks LLC | 20 | 4 | 0.01% | 0.03% | 0.08% | Q3 2015 | Q3 2023 | 31 |
PNC FINANCIAL SERVICES GROUP, INC. | 27 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
STEPHENS INC /AR/ | 31 | 31 | 0.01% | 0.04% | 0.18% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.14% | 0.45% | Q4 2015 | Q3 2023 | 31 |
Janney Capital Management LLC | 31 | 31 | 0.19% | 0.72% | 1.66% | Q1 2016 | Q3 2023 | 31 |
Camelot Portfolios, LLC | 26 | 4 | 0.22% | 1.55% | 2.55% | Q2 2013 | Q1 2021 | 30 |
CITIGROUP INC | 26 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.05% | 0.19% | 0.38% | Q1 2016 | Q3 2023 | 30 |
BEACON FINANCIAL GROUP | 29 | 29 | 0.22% | 2.24% | 3.33% | Q3 2016 | Q3 2023 | 29 |
AlphaMark Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Regal Investment Advisors LLC | 16 | 1 | 0.01% | 0.09% | 0.52% | Q2 2014 | Q1 2022 | 28 |
Miracle Mile Advisors, LLC | 20 | 8 | 0.06% | 0.62% | 1.29% | Q3 2014 | Q3 2023 | 28 |
Prospera Financial Services Inc | 16 | 12 | 0.06% | 0.15% | 0.47% | Q3 2016 | Q3 2023 | 28 |
Migdal Insurance & Financial Holdings Ltd. | 28 | 28 | 0.00% | 0.03% | 0.12% | Q4 2016 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.01% | 0.12% | 0.60% | Q4 2016 | Q3 2023 | 28 |
Geneos Wealth Management Inc. | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Baird Financial Group, Inc. | 14 | 3 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 27 |
WINTRUST INVESTMENTS LLC | 27 | 27 | 0.03% | 0.22% | 0.66% | Q2 2016 | Q4 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2019 | 27 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 27 |
Cetera Investment Advisers | 27 | 27 | 0.01% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.05% | 0.18% | Q2 2017 | Q3 2023 | 26 |
1834 INVESTMENT ADVISORS CO | 26 | 26 | 0.02% | 0.48% | 1.38% | Q1 2016 | Q2 2022 | 26 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 26 |
Stratos Wealth Partners, LTD. | 21 | 2 | 0.00% | 0.09% | 0.32% | Q2 2016 | Q3 2023 | 25 |
Cranbrook Wealth Management, LLC | 25 | 25 | 0.09% | 0.44% | 0.70% | Q2 2017 | Q2 2023 | 25 |
Csenge Advisory Group | 25 | 25 | 0.91% | 1.28% | 1.72% | Q3 2017 | Q3 2023 | 25 |
NEXT Financial Group, Inc | 13 | 11 | 0.00% | 0.07% | 0.26% | Q2 2014 | Q4 2021 | 24 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 0.38% | 0.61% | 0.82% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 24 |
CITY HOLDING CO | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
WEDBUSH SECURITIES INC | 24 | 24 | 0.03% | 0.09% | 0.18% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Sunbelt Securities, Inc. | 24 | 24 | 0.01% | 0.09% | 0.22% | Q4 2017 | Q3 2023 | 24 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.02% | 1.20% | 10.22% | Q1 2016 | Q3 2023 | 23 |
One Capital Management, LLC | 23 | 23 | 1.07% | 2.22% | 3.50% | Q1 2018 | Q3 2023 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.64% | 1.06% | 1.64% | Q1 2018 | Q3 2023 | 23 |
Financial Advocates Investment Management | 21 | 2 | 0.03% | 0.09% | 0.25% | Q4 2017 | Q3 2023 | 23 |
Capital Analysts, LLC | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 5 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 23 |
Kovack Advisors, Inc. | 22 | 22 | 0.12% | 0.28% | 0.46% | Q2 2018 | Q3 2023 | 22 |
BLAIR WILLIAM & CO/IL | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 22 |
BANK OF MONTREAL /CAN/ | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 22 |
Atria Investments, Inc | 9 | 1 | 0.01% | 0.09% | 0.25% | Q3 2014 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 22 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.03% | 0.08% | 0.19% | Q3 2018 | Q3 2023 | 21 |
NewEdge Advisors, LLC | 21 | 21 | 0.02% | 0.06% | 0.17% | Q3 2018 | Q3 2023 | 21 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 0.14% | 0.31% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2022 | 20 |
LEVEL FOUR ADVISORY SERVICES, LLC | 9 | 1 | 0.01% | 0.05% | 0.35% | Q4 2016 | Q3 2023 | 20 |
IHT Wealth Management, LLC | 12 | 1 | 0.00% | 0.04% | 0.15% | Q4 2017 | Q3 2023 | 20 |
Harvest Investment Services, LLC | 20 | 20 | 0.64% | 1.07% | 2.69% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.01% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 20 |
OPPENHEIMER & CO INC | 17 | 3 | 0.01% | 0.02% | 0.13% | Q1 2016 | Q3 2023 | 20 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.20% | 1.03% | Q3 2016 | Q2 2023 | 20 |
Hudock, Inc. | 20 | 20 | 0.00% | 0.99% | 4.95% | Q3 2015 | Q2 2020 | 20 |
Flaharty Asset Management, LLC | 12 | 8 | 0.05% | 3.61% | 7.29% | Q1 2017 | Q3 2023 | 20 |
WEALTHSOURCE PARTNERS, LLC | 8 | 3 | 0.02% | 0.79% | 4.18% | Q2 2016 | Q3 2023 | 19 |
FIFTH THIRD BANCORP | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 19 |
DEUTSCHE BANK AG\ | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 19 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 19 |
BB&T SECURITIES, LLC | 19 | 19 | 0.00% | 0.06% | 0.19% | Q1 2015 | Q3 2019 | 19 |
Renaissance Technologies | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 19 |
RVW Wealth, LLC | 15 | 4 | 0.04% | 0.13% | 0.28% | Q1 2019 | Q4 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
WESPAC Advisors, LLC | 11 | 2 | 0.22% | 1.33% | 2.40% | Q1 2015 | Q4 2021 | 18 |
Advocacy Wealth Management Services, LLC | 18 | 18 | 1.42% | 14.59% | 30.66% | Q4 2015 | Q1 2020 | 18 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 18 |
Mutual Advisors, LLC | 18 | 18 | 0.02% | 0.04% | 0.13% | Q2 2019 | Q3 2023 | 18 |
IFC Holdings Incorporated/FL | 18 | 18 | 0.04% | 0.22% | 0.46% | Q3 2013 | Q4 2017 | 18 |
Sigma Planning Corp | 11 | 1 | 0.01% | 0.06% | 0.24% | Q4 2018 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 0.22% | 2.38% | Q4 2018 | Q3 2023 | 18 |
Global Retirement Partners, LLC | 11 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
First Allied Advisory Services, Inc. | 18 | 18 | 0.04% | 0.10% | 0.19% | Q2 2016 | Q3 2020 | 18 |
Brendel Financial Advisors LLC | 17 | 17 | 1.84% | 3.36% | 6.13% | Q3 2019 | Q3 2023 | 17 |
Clear Creek Financial Management, LLC | 12 | 5 | 0.15% | 0.57% | 1.89% | Q2 2019 | Q3 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Clarus Wealth Advisors | 13 | 4 | 0.04% | 0.17% | 0.24% | Q2 2018 | Q1 2023 | 17 |
Cetera Advisors LLC | 14 | 1 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 17 |
Kingsview Wealth Management, LLC | 11 | 6 | 0.03% | 0.16% | 0.32% | Q2 2019 | Q3 2023 | 17 |
HBW ADVISORY SERVICES LLC | 17 | 17 | 0.50% | 0.74% | 1.18% | Q3 2019 | Q3 2023 | 17 |
Vestmark Advisory Solutions, Inc. | 13 | 4 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q2 2023 | 17 |
AdvisorNet Financial, Inc | 15 | 2 | 0.00% | 0.03% | 0.11% | Q2 2018 | Q3 2023 | 17 |
Chicago Partners Investment Group LLC | 16 | 1 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 17 |
Gladstone Institutional Advisory LLC | 16 | 1 | 0.09% | 1.31% | 4.49% | Q1 2019 | Q3 2023 | 17 |
CENTAURUS FINANCIAL, INC. | 15 | 1 | 0.01% | 0.08% | 0.27% | Q2 2018 | Q3 2023 | 16 |
Koshinski Asset Management, Inc. | 13 | 1 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q2 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Jaffetilchin Investment Partners, LLC | 12 | 1 | 0.06% | 0.47% | 1.90% | Q1 2016 | Q2 2020 | 16 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
RWA WEALTH PARTNERS, LLC | 7 | 3 | 0.00% | 0.93% | 2.26% | Q1 2017 | Q1 2022 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 16 |
Atlas Private Wealth Management, LLC | 16 | 16 | 0.46% | 0.88% | 1.60% | Q4 2019 | Q3 2023 | 16 |
BKS ADVISORS, LLC | 16 | 16 | 0.15% | 0.29% | 0.65% | Q2 2015 | Q1 2019 | 16 |
Walkner Condon Financial Advisors LLC | 16 | 16 | 0.18% | 0.78% | 2.10% | Q4 2019 | Q3 2023 | 16 |
B. Riley Wealth Management, Inc. | 16 | 16 | 0.00% | 0.16% | 0.46% | Q3 2018 | Q2 2022 | 16 |
MGO ONE SEVEN LLC | 13 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 0.66% | 1.89% | 3.86% | Q4 2017 | Q3 2023 | 16 |
EWG Elevate Inc. | 16 | 16 | 1.24% | 1.73% | 2.54% | Q4 2019 | Q3 2023 | 16 |
Ascension Capital Advisors, Inc. | 16 | 16 | 1.70% | 2.82% | 3.98% | Q4 2019 | Q3 2023 | 16 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.02% | 4.79% | 7.81% | Q3 2015 | Q1 2019 | 15 |
HighTower Advisors, LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
D.A. DAVIDSON & CO. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
DFPG INVESTMENTS, LLC | 14 | 14 | 0.18% | 0.25% | 0.34% | Q1 2019 | Q2 2022 | 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 14 |
LexAurum Advisors, LLC | 14 | 14 | 0.12% | 0.74% | 1.46% | Q1 2019 | Q2 2022 | 14 |
Shamrock Asset Management LLC | 12 | 2 | 0.02% | 0.36% | 1.10% | Q4 2015 | Q2 2019 | 14 |
Clearwater Capital Advisors, LLC | 14 | 14 | 0.08% | 0.37% | 0.77% | Q2 2016 | Q3 2019 | 14 |
WFG Advisors, LP | 14 | 14 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2017 | 14 |
American Financial Advisors, LLC | 9 | 5 | 0.04% | 0.65% | 2.19% | Q1 2020 | Q3 2023 | 14 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 14 |
Moloney Securities Asset Management, LLC | 8 | 1 | 0.09% | 0.21% | 0.37% | Q2 2019 | Q3 2023 | 14 |
OneDigital Investment Advisors LLC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 14 |
StoneX Group Inc. | 11 | 3 | 0.05% | 0.22% | 0.45% | Q2 2019 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 4.65% | 6.49% | Q4 2015 | Q1 2019 | 14 |
USCA RIA LLC | 13 | 13 | 0.05% | 0.16% | 0.27% | Q2 2017 | Q2 2020 | 13 |
Advisors Asset Management, Inc. | 8 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 13 |
RFG Advisory, LLC | 5 | 1 | 0.01% | 0.07% | 0.20% | Q1 2017 | Q3 2023 | 13 |
Darwin Wealth Management, LLC | 12 | 1 | 0.00% | 2.97% | 4.37% | Q1 2020 | Q3 2023 | 13 |
ASSETMARK, INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Simplicity Solutions, LLC | 12 | 1 | 0.03% | 0.11% | 0.46% | Q4 2017 | Q1 2021 | 13 |
Global Financial Private Capital, Inc | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q2 2020 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.01% | 0.07% | 0.16% | Q4 2019 | Q4 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
MSI Financial Services Inc | 13 | 13 | 0.01% | 0.09% | 0.30% | Q4 2013 | Q4 2016 | 13 |
True Link Financial Advisors, LLC | 12 | 12 | 0.10% | 0.22% | 0.38% | Q4 2020 | Q3 2023 | 12 |
SIGNATUREFD, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 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% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Integrated Advisors Network LLC | 12 | 12 | 0.09% | 0.13% | 0.25% | Q4 2020 | Q3 2023 | 12 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10 | 1 | 0.02% | 0.15% | 0.75% | Q1 2018 | Q3 2022 | 12 |
Avior Wealth Management, LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Blackhawk Capital Partners LLC. | 7 | 1 | 0.45% | 1.72% | 3.08% | Q1 2020 | Q3 2023 | 12 |
INVESTMENT CENTERS OF AMERICA INC | 12 | 12 | 0.02% | 0.13% | 0.24% | Q2 2014 | Q1 2017 | 12 |
SUNTRUST BANKS INC | 8 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2019 | 12 |
Virtue Capital Management, LLC | 9 | 1 | 0.00% | 0.07% | 0.18% | Q4 2017 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.10% | 0.47% | 0.64% | Q4 2020 | Q3 2023 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.05% | 0.96% | 2.30% | Q3 2020 | Q2 2023 | 12 |
BENJAMIN EDWARDS INC | 12 | 12 | 0.00% | 0.03% | 0.10% | Q1 2020 | Q4 2022 | 12 |
Arkadios Wealth Advisors | 12 | 12 | 0.79% | 1.02% | 1.28% | Q4 2020 | Q3 2023 | 12 |
Commonwealth Equity Services, Inc | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 12 |
Qube Research & Technologies Ltd | 9 | 3 | 0.00% | 0.11% | 0.35% | Q4 2019 | Q2 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.09% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 12 |
NATIONAL PLANNING CORP | 12 | 12 | 0.00% | 0.13% | 0.18% | Q4 2014 | Q3 2017 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.01% | 0.08% | 0.20% | Q4 2018 | Q3 2021 | 12 |
CHIRON CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.12% | 0.56% | 0.90% | Q3 2020 | Q1 2023 | 11 |
Accuvest Global Advisors | 11 | 11 | 0.31% | 0.52% | 0.74% | Q4 2015 | Q2 2018 | 11 |
ShoreHaven Wealth Partners, LLC | 11 | 11 | 1.57% | 2.40% | 3.47% | Q4 2020 | Q2 2023 | 11 |
Rathbones Group PLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Stratos Wealth Advisors, LLC | 11 | 11 | 0.04% | 0.08% | 0.16% | Q2 2020 | Q4 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Cypress Capital Group | 11 | 11 | 0.05% | 0.24% | 0.38% | Q1 2021 | Q3 2023 | 11 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2022 | 11 |
Executive Wealth Management, LLC | 11 | 11 | 0.03% | 0.43% | 0.91% | Q2 2019 | Q4 2021 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Dynamic Advisor Solutions LLC | 11 | 11 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q4 2022 | 11 |
ProVise Management Group, LLC | 8 | 2 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q2 2023 | 10 |
Brookstone Capital Management | 7 | 1 | 0.00% | 0.03% | 0.21% | Q4 2018 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.14% | 0.25% | 0.37% | Q1 2021 | Q3 2023 | 10 |
SkyOak Wealth, LLC | 10 | 10 | 0.05% | 0.14% | 0.30% | Q4 2019 | Q1 2022 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q1 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Good Life Advisors, LLC | 7 | 3 | 0.02% | 0.05% | 0.07% | Q2 2019 | Q4 2021 | 10 |
GREAT LAKES ADVISORS, LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q2 2018 | 10 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2020 | 10 |
IFG Advisory, LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Powell Investment Advisors, LLC | 10 | 10 | 0.13% | 0.18% | 0.25% | Q4 2019 | Q1 2022 | 10 |
NewSquare Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
DAVENPORT & Co LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 1 | 0.01% | 0.06% | 0.38% | Q1 2016 | Q4 2021 | 9 |
Berger Financial Group, Inc | 9 | 9 | 0.03% | 1.35% | 2.85% | Q4 2020 | Q4 2022 | 9 |
Crumly & Associates Inc. | 6 | 3 | 0.50% | 1.02% | 2.94% | Q1 2020 | Q3 2022 | 9 |
M&T BANK CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2020 | 9 |
HUNTINGTON NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2021 | 9 |
Global Wealth Management Investment Advisory, Inc. | 9 | 9 | 0.00% | 0.11% | 0.68% | Q4 2018 | Q4 2020 | 9 |
Castle Rock Wealth Management, LLC | 2 | 1 | 0.04% | 0.46% | 1.02% | Q2 2018 | Q4 2022 | 9 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 9 |
Argent Advisors, Inc. | 9 | 9 | 0.18% | 0.65% | 1.76% | Q4 2019 | Q4 2021 | 9 |
Orion Portfolio Solutions, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 9 |
WealthShield Partners, LLC | 5 | 2 | 0.00% | 0.08% | 0.33% | Q4 2017 | Q2 2023 | 9 |
Trinity Legacy Partners, LLC | 6 | 3 | 0.11% | 0.14% | 0.17% | Q1 2020 | Q2 2022 | 9 |
Transamerica Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 9 |
Walker Asset Management, LLC | 9 | 9 | 0.62% | 0.81% | 1.23% | Q4 2021 | Q4 2023 | 9 |
Sowell Financial Services LLC | 7 | 2 | 0.01% | 0.01% | 0.06% | Q4 2016 | Q1 2021 | 9 |
GeoWealth Management, LLC | 9 | 9 | 0.01% | 0.28% | 1.06% | Q3 2021 | Q3 2023 | 9 |
Ignite Planners, LLC | 8 | 8 | 0.09% | 0.32% | 0.73% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.06% | 0.15% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.02% | 0.40% | 3.08% | Q4 2021 | Q3 2023 | 8 |
BerganKDV Wealth Management, LLC | 5 | 1 | 0.00% | 0.25% | 0.50% | Q2 2016 | Q3 2019 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.08% | 0.16% | 0.38% | Q4 2021 | Q3 2023 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.92% | 1.50% | 1.77% | Q1 2021 | Q3 2023 | 8 |
Mattern Wealth Management LLC | 8 | 8 | 1.10% | 2.57% | 3.52% | Q2 2020 | Q1 2022 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.05% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.24% | 0.28% | 0.32% | Q1 2021 | Q3 2023 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.17% | 0.20% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HL FINANCIAL SERVICES LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Brinker Capital Investments, LLC | 6 | 2 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q2 2021 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 1.25% | 3.32% | 4.80% | Q4 2021 | Q3 2023 | 8 |
Holloway Wealth Management, LLC | 8 | 8 | 0.01% | 0.13% | 0.29% | Q2 2020 | Q1 2022 | 8 |
Cambridge Advisors Inc. | 5 | 3 | 0.05% | 0.06% | 0.07% | Q2 2019 | Q1 2022 | 8 |
DB Wealth Management Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2022 | 8 |
MBE Wealth Management, LLC | 7 | 1 | 0.03% | 0.24% | 0.33% | Q1 2020 | Q3 2023 | 8 |
Financial Partners Group, Inc | 8 | 8 | 0.31% | 0.91% | 1.21% | Q2 2020 | Q1 2022 | 8 |
Outlook Wealth Advisors, LLC | 8 | 8 | 0.06% | 0.11% | 0.20% | Q1 2020 | Q4 2021 | 8 |
PSI Advisors, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Alpha Omega Group, Inc. | 8 | 8 | 3.47% | 6.12% | 8.16% | Q4 2020 | Q3 2022 | 8 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
First Heartland Consultants, Inc. | 4 | 1 | 0.01% | 0.23% | 0.43% | Q2 2013 | Q1 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Manhattan West Asset Management, LLC | 7 | 7 | 0.32% | 2.31% | 3.90% | Q1 2022 | Q3 2023 | 7 |
State of Tennessee, Treasury Department | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2018 | 7 |
GUGGENHEIM CAPITAL LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
Cornerstone Wealth Management, LLC | 3 | 2 | 0.01% | 0.12% | 0.28% | Q3 2016 | Q1 2021 | 7 |
Archer Investment Corp | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Apollon Wealth Management, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 7 |
RiverTree Advisors, LLC | 7 | 7 | 5.28% | 6.35% | 7.36% | Q4 2020 | Q2 2022 | 7 |
Legacy Capital Wealth Partners, LLC | 7 | 7 | 0.35% | 1.40% | 2.45% | Q1 2022 | Q3 2023 | 7 |
Faithward Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Wealthstreet Investment Advisors, LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q3 2019 | Q1 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.05% | 0.18% | Q4 2014 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Essex LLC | 7 | 7 | 0.41% | 0.65% | 1.16% | Q3 2021 | Q1 2023 | 7 |
Teamwork Financial Advisors, LLC | 5 | 1 | 0.04% | 0.08% | 0.17% | Q4 2019 | Q3 2022 | 7 |
Legacy Private Trust Co. | 4 | 2 | 0.03% | 0.05% | 0.06% | Q2 2014 | Q1 2016 | 6 |
Frisch Financial Group, Inc. | 6 | 6 | 0.10% | 0.15% | 0.22% | Q2 2019 | Q3 2020 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Belpointe Asset Management LLC | 4 | 2 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q1 2023 | 6 |
SILVER OAK SECURITIES, INCORPORATED | 6 | 6 | 0.08% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 6 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Ruggie Capital Group | 5 | 1 | 0.20% | 0.27% | 0.32% | Q2 2017 | Q4 2018 | 6 |
Strategic Blueprint, LLC | 4 | 1 | 0.03% | 0.12% | 0.31% | Q3 2020 | Q4 2022 | 6 |
Winslow, Evans & Crocker, Inc. | 6 | 6 | 0.00% | 0.09% | 0.15% | Q1 2016 | Q2 2017 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HighMark Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
MARIPAU WEALTH MANAGEMENT LLC | 6 | 6 | 0.19% | 0.26% | 0.34% | Q1 2022 | Q2 2023 | 6 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 6 |
Savior LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 6 |
CABANA LLC | 4 | 2 | 0.03% | 0.09% | 0.15% | Q4 2017 | Q4 2019 | 6 |
Trilogy Capital Inc. | 3 | 1 | 0.00% | 0.12% | 0.65% | Q1 2018 | Q3 2023 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q2 2023 | 6 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q1 2017 | 6 |
KMG FIDUCIARY PARTNERS, LLC | 6 | 6 | 0.08% | 0.86% | 1.16% | Q2 2022 | Q3 2023 | 6 |
FDx Advisors, Inc. | 6 | 6 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q1 2018 | 6 |
Western Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q3 2021 | 6 |
Fort Point Capital Partners LLC | 6 | 6 | 0.77% | 0.94% | 1.18% | Q3 2016 | Q4 2017 | 6 |
SII INVESTMENTS INC/WI | 3 | 1 | 0.01% | 0.05% | 0.14% | Q3 2014 | Q4 2017 | 6 |
Accurate Wealth Management, LLC | 4 | 1 | 0.04% | 0.22% | 0.32% | Q2 2021 | Q4 2022 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 1 | 0.11% | 0.28% | 0.35% | Q3 2016 | Q4 2018 | 5 |
Triumph Capital Management | 5 | 5 | 0.19% | 0.65% | 1.61% | Q3 2021 | Q3 2022 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Pinnacle Family Advisors, LLC | 3 | 2 | 0.22% | 0.29% | 0.38% | Q4 2020 | Q3 2022 | 5 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 3 | 2 | 0.01% | 0.09% | 0.11% | Q4 2020 | Q1 2022 | 5 |
EdgeRock Capital LLC | 5 | 5 | 0.35% | 0.43% | 0.57% | Q2 2022 | Q2 2023 | 5 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 5 |
AFAM CAPITAL, INC. | 5 | 5 | 0.06% | 0.35% | 0.72% | Q2 2015 | Q2 2016 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.09% | Q1 2019 | Q3 2020 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 1 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q1 2020 | 5 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 5 |
Horizon Investments, LLC | 4 | 1 | 0.70% | 1.34% | 2.08% | Q3 2016 | Q4 2018 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
SNS Financial Group, LLC | 5 | 5 | 0.53% | 0.61% | 0.67% | Q3 2013 | Q3 2014 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Beirne Wealth Consulting Services, LLC | 5 | 5 | 0.22% | 0.74% | 0.97% | Q4 2018 | Q4 2019 | 5 |
Fluent Financial, LLC | 5 | 5 | 0.27% | 1.82% | 2.38% | Q4 2020 | Q4 2021 | 5 |
TSFG, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Private Capital Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 0.05% | 6.90% | 8.88% | Q4 2020 | Q3 2023 | 5 |
Arden Trust Co | 5 | 5 | 0.21% | 0.24% | 0.25% | Q2 2019 | Q2 2020 | 5 |
SignalPoint Asset Management, LLC | 5 | 5 | 0.19% | 0.24% | 0.26% | Q2 2016 | Q2 2017 | 5 |
FormulaFolio Investments, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2018 | Q1 2019 | 5 |
Lee Financial Co | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q4 2017 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 | 4 | 0.52% | 0.58% | 0.65% | Q3 2022 | Q2 2023 | 4 |
VSR Financial Services, Inc. | 3 | 1 | 0.05% | 0.15% | 0.42% | Q1 2014 | Q4 2015 | 4 |
Acorn Wealth Advisors, LLC | 4 | 4 | 0.26% | 0.28% | 0.30% | Q4 2017 | Q3 2018 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SouthState Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.09% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
WealthTrust Asset Management, LLC | 4 | 4 | 0.27% | 1.13% | 1.86% | Q3 2021 | Q2 2022 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.23% | 0.24% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Cherry Creek Investment Advisors, Inc. | 4 | 4 | 0.91% | 1.00% | 1.17% | Q2 2021 | Q1 2022 | 4 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q4 2022 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.52% | 0.72% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Truadvice, LLC | 3 | 1 | 0.09% | 0.32% | 0.57% | Q3 2020 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 0.39% | 0.46% | 0.54% | Q4 2022 | Q3 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 4 |
PFS INVESTMENTS INC. | 4 | 4 | 0.65% | 0.75% | 0.90% | Q1 2018 | Q4 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.04% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
UBS AG | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
FLAGSTAR ADVISORS INC | 4 | 4 | 0.12% | 0.37% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Prostatis Group LLC | 4 | 4 | 0.66% | 0.97% | 1.70% | Q3 2022 | Q2 2023 | 4 |
QP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.46% | 0.90% | 1.17% | Q4 2022 | Q3 2023 | 4 |
VisionPoint Advisory Group, LLC | 3 | 1 | 0.01% | 0.12% | 0.18% | Q3 2021 | Q2 2023 | 4 |
PCG Wealth Advisors, LLC | 4 | 4 | 0.20% | 0.33% | 0.49% | Q4 2021 | Q3 2022 | 4 |
J.W. COLE ADVISORS, INC. | 3 | 1 | 0.03% | 0.08% | 0.10% | Q4 2019 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.71% | 0.83% | 1.05% | Q4 2022 | Q3 2023 | 4 |
Karp Capital Management Corp | 4 | 4 | 0.01% | 0.35% | 0.75% | Q1 2018 | Q4 2018 | 4 |
Milestone Advisory Partners | 4 | 4 | 4.48% | 5.81% | 6.72% | Q4 2017 | Q3 2018 | 4 |
Concorde Asset Management, LLC | 4 | 4 | 0.21% | 0.27% | 0.35% | Q2 2020 | Q1 2021 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.12% | 0.45% | Q4 2020 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.21% | 0.34% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Perennial Investment Advisors, LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
ICA Group Wealth Management, LLC | 4 | 4 | 0.03% | 0.12% | 0.24% | Q4 2022 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Sumitomo Mitsui Trust Holdings, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Creative Planning | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Sanchez Wealth Management Group | 3 | 3 | 0.58% | 0.65% | 0.74% | Q4 2017 | Q2 2018 | 3 |
WCG Wealth Advisors LLC | 3 | 3 | 0.06% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Capital Bank & Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
MANCHESTER FINANCIAL INC | 3 | 3 | 5.78% | 6.34% | 7.12% | Q3 2021 | Q1 2022 | 3 |
SteelPeak Wealth, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q4 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Crabel Capital Management, LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q1 2021 | Q2 2023 | 3 |
Royal Fund Management, LLC | 3 | 3 | 0.00% | 0.38% | 1.05% | Q3 2018 | Q1 2019 | 3 |
Advisory Alpha, LLC | 3 | 3 | 0.03% | 0.21% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.40% | 0.49% | 0.60% | Q1 2016 | Q3 2016 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Callan Family Office, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.20% | 0.34% | Q4 2018 | Q2 2019 | 3 |
Bluefin Trading, LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q2 2014 | Q3 2019 | 3 |
Marion Wealth Management | 3 | 3 | 2.00% | 2.01% | 2.02% | Q4 2021 | Q2 2022 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
BOKF, NA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 3 |
Newbridge Financial Services Group, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.03% | 0.07% | 0.13% | Q3 2018 | Q2 2023 | 3 |
Braver Wealth Management, LLC | 3 | 3 | 0.04% | 0.40% | 0.59% | Q2 2016 | Q4 2016 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.18% | 0.24% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Private Advisory Group LLC | 1 | 1 | 0.17% | 0.26% | 0.37% | Q1 2017 | Q3 2020 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2018 | Q3 2018 | 3 |
Oakworth Capital, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
Andesa Financial Management Inc. | 3 | 3 | 0.90% | 0.96% | 1.01% | Q3 2020 | Q1 2021 | 3 |
Bay Harbor Wealth Management, LLC | 2 | 1 | 0.01% | 0.10% | 0.17% | Q4 2018 | Q1 2020 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q1 2020 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.09% | 0.16% | 0.24% | Q4 2021 | Q1 2023 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Insight Advisors, LLC/ PA | 2 | 2 | 0.39% | 0.55% | 0.71% | Q4 2020 | Q1 2021 | 2 |
Purus Wealth Management, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2020 | Q1 2021 | 2 |
Endurance Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ACG Wealth | 2 | 2 | 0.15% | 0.15% | 0.16% | Q4 2019 | Q1 2020 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Virtu Financial LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Connecticut Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Vectors Research Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Financial Engines Advisors L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
L.M. KOHN & COMPANY | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q2 2022 | 2 |
RELIANCE TRUST CO OF DELAWARE | 2 | 2 | 0.25% | 0.54% | 0.83% | Q4 2018 | Q1 2019 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Howard Capital Management Inc. | 2 | 2 | 0.37% | 0.40% | 0.44% | Q3 2021 | Q4 2021 | 2 |
Concert Wealth Management Inc. | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q1 2017 | 2 |
BKA Wealth Consulting, Inc. | 2 | 2 | 0.87% | 1.98% | 3.08% | Q1 2022 | Q2 2022 | 2 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Holistic Financial Partners | 2 | 2 | 0.22% | 0.24% | 0.25% | Q2 2019 | Q3 2019 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MBL Wealth, LLC | 2 | 2 | 0.18% | 0.28% | 0.37% | Q4 2020 | Q1 2021 | 2 |
PROFESSIONAL PLANNING | 2 | 2 | 0.13% | 0.15% | 0.17% | Q2 2021 | Q3 2021 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 2 |
IRON Financial LLC | 2 | 2 | 0.35% | 0.79% | 1.23% | Q1 2018 | Q2 2018 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.09% | 0.38% | 0.67% | Q4 2016 | Q4 2020 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
Owen LaRue, LLC | 2 | 2 | 2.25% | 2.25% | 2.25% | Q4 2022 | Q1 2023 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Strategic Investment Advisors / MI | 2 | 2 | 0.31% | 0.42% | 0.53% | Q4 2018 | Q1 2019 | 2 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 1.65% | 1.76% | 1.86% | Q4 2015 | Q1 2016 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
National Wealth Management Group, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Auxano Advisors, LLC | 2 | 2 | 0.12% | 0.15% | 0.17% | Q4 2021 | Q1 2022 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
S.C. Financial Services, Inc. | 2 | 2 | 0.47% | 0.47% | 0.47% | Q2 2022 | Q3 2022 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Stiles Financial Services Inc | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Ascension Asset Management LLC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q4 2020 | Q4 2020 | 1 |
Americana Partners, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Wright Fund Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2018 | Q4 2018 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2017 | Q2 2017 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2019 | Q2 2019 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Sciencast Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2017 | Q2 2017 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2020 | Q4 2020 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Argent Trust Co | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
Capital Square, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FolioMetrix LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
MCF Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 6.93% | 6.93% | 6.93% | Q1 2016 | Q1 2016 | 1 |
Security Financial Services, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 5.18% | 5.18% | 5.18% | Q2 2020 | Q2 2020 | 1 |
RETIREMENT GUYS FORMULA LLC | 1 | 1 | 3.32% | 3.32% | 3.32% | Q1 2022 | Q1 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 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.