Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
Cambridge Investment Research Advisors, Inc. | 45 | 45 | 0.01% | 0.05% | 0.20% | Q2 2013 | Q2 2024 | 45 |
LPL Financial LLC | 45 | 45 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q2 2024 | 45 |
CITIGROUP INC | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
RAYMOND JAMES & ASSOCIATES | 45 | 45 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2024 | 45 |
WELLS FARGO & COMPANY/MN | 45 | 45 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2024 | 45 |
MORGAN STANLEY | 45 | 45 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2024 | 45 |
AMERIPRISE FINANCIAL INC | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
JPMORGAN CHASE & CO | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
BANK OF AMERICA CORP /DE/ | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
Janney Montgomery Scott LLC | 32 | 11 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q2 2024 | 43 |
US BANCORP \DE\ | 39 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2024 | 42 |
STIFEL FINANCIAL CORP | 42 | 42 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q2 2024 | 42 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.01% | 0.07% | Q3 2014 | Q2 2024 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 23 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2024 | 40 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 2 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2024 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 38 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 40 |
Stratos Wealth Partners, LTD. | 39 | 39 | 0.00% | 0.17% | 1.09% | Q4 2014 | Q2 2024 | 39 |
Raymond James Financial Services Advisors, Inc. | 38 | 1 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q2 2024 | 39 |
Sigma Planning Corp | 39 | 39 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q2 2024 | 39 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 39 | 39 | 0.02% | 1.82% | 4.23% | Q2 2013 | Q4 2022 | 39 |
UBS Group AG | 39 | 39 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2024 | 39 |
Baird Financial Group, Inc. | 37 | 37 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2024 | 37 |
Cetera Advisors LLC | 37 | 37 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q4 2023 | 37 |
Cetera Advisor Networks LLC | 36 | 36 | 0.01% | 0.05% | 0.11% | Q1 2015 | Q4 2023 | 36 |
PRIVATE TRUST CO NA | 31 | 5 | 0.00% | 0.08% | 0.14% | Q1 2013 | Q2 2023 | 36 |
Oakworth Capital, Inc. | 35 | 35 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2024 | 35 |
Geneos Wealth Management Inc. | 34 | 34 | 0.00% | 0.10% | 0.31% | Q1 2016 | Q2 2024 | 34 |
IFP Advisors, Inc | 20 | 14 | 0.01% | 0.04% | 0.15% | Q4 2015 | Q2 2024 | 34 |
Dynamic Advisor Solutions LLC | 33 | 33 | 0.01% | 0.16% | 0.30% | Q1 2016 | Q1 2024 | 33 |
Cornerstone Wealth Management, LLC | 25 | 6 | 0.07% | 0.16% | 0.48% | Q3 2016 | Q2 2024 | 31 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 31 |
AlphaMark Advisors, LLC | 31 | 31 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q2 2024 | 31 |
Cetera Investment Advisers | 11 | 5 | 0.00% | 0.05% | 0.26% | Q4 2015 | Q1 2024 | 30 |
Lido Advisors, LLC | 26 | 3 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q2 2024 | 29 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2019 | 27 |
Private Harbour Investment Management & Counsel, LLC | 27 | 27 | 0.19% | 0.71% | 1.27% | Q2 2013 | Q4 2019 | 27 |
RFG Advisory, LLC | 27 | 27 | 0.01% | 0.09% | 0.27% | Q1 2017 | Q3 2023 | 27 |
COMMONWEALTH EQUITY SERVICES, LLC | 27 | 27 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2024 | 27 |
HighTower Advisors, LLC | 10 | 2 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q2 2024 | 26 |
NewEdge Advisors, LLC | 18 | 7 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q2 2024 | 25 |
First Allied Advisory Services, Inc. | 24 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2019 | 25 |
OPPENHEIMER & CO INC | 25 | 25 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2020 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.05% | 0.11% | Q1 2018 | Q4 2023 | 24 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q2 2024 | 24 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.03% | 0.13% | Q3 2018 | Q2 2024 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2019 | 24 |
WEDBUSH SECURITIES INC | 22 | 2 | 0.02% | 0.03% | 0.07% | Q2 2016 | Q2 2024 | 24 |
Pinnacle Bancorp, Inc. | 23 | 23 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2024 | 23 |
Harvest Investment Services, LLC | 23 | 23 | 0.72% | 1.28% | 2.18% | Q4 2018 | Q2 2024 | 23 |
Capital Analysts, LLC | 22 | 1 | 0.00% | 0.04% | 0.14% | Q2 2015 | Q2 2022 | 23 |
Capital Investment Advisory Services, LLC | 23 | 23 | 0.06% | 0.44% | 0.62% | Q4 2018 | Q2 2024 | 23 |
CENTRAL TRUST Co | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 23 |
First Heartland Consultants, Inc. | 12 | 2 | 0.08% | 0.20% | 0.43% | Q2 2013 | Q2 2020 | 22 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.11% | 0.51% | Q2 2014 | Q4 2021 | 21 |
Steward Partners Investment Advisory, LLC | 13 | 8 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q2 2022 | 21 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 20 |
BB&T SECURITIES, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2019 | 20 |
Aptus Capital Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2024 | 20 |
Winslow, Evans & Crocker, Inc. | 13 | 7 | 0.00% | 0.04% | 0.09% | Q4 2013 | Q4 2020 | 20 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q2 2024 | 19 |
Global Retirement Partners, LLC | 11 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2024 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.06% | 0.18% | 0.30% | Q2 2013 | Q4 2017 | 19 |
USCA RIA LLC | 14 | 5 | 0.01% | 0.14% | 0.40% | Q2 2013 | Q2 2021 | 19 |
BELLEVUE ASSET MANAGEMENT, LLC | 19 | 19 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2024 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Archer Investment Corp | 10 | 9 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2023 | 19 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2024 | 19 |
Prospera Financial Services Inc | 7 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q2 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
CX Institutional | 18 | 18 | 0.01% | 0.04% | 0.17% | Q2 2018 | Q3 2022 | 18 |
Ahrens Investment Partners LLC | 10 | 1 | 0.00% | 0.12% | 0.26% | Q4 2016 | Q1 2023 | 18 |
Flaharty Asset Management, LLC | 17 | 1 | 0.12% | 3.21% | 3.99% | Q2 2017 | Q2 2024 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2024 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 17 | 17 | 0.05% | 0.13% | 0.45% | Q3 2013 | Q3 2017 | 17 |
MML INVESTORS SERVICES, LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2021 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q2 2017 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2024 | 17 |
FIFTH THIRD BANCORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2020 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 17 |
Titus Wealth Management | 16 | 16 | 0.16% | 0.49% | 1.16% | Q4 2017 | Q3 2021 | 16 |
LEVEL FOUR ADVISORY SERVICES, LLC | 13 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q1 2023 | 16 |
Kestra Advisory Services, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2024 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q4 2019 | 15 |
StoneX Group Inc. | 6 | 3 | 0.13% | 0.34% | 0.84% | Q3 2019 | Q2 2024 | 15 |
Creative Planning | 8 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 15 |
Founders Financial Alliance, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q1 2024 | 15 |
BANK OF MONTREAL /CAN/ | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 15 |
Clearwater Capital Advisors, LLC | 15 | 15 | 0.09% | 0.62% | 1.02% | Q2 2016 | Q4 2019 | 15 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2020 | 15 |
Advisory Services Network, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 8 | 1 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q2 2024 | 15 |
AE Wealth Management LLC | 11 | 4 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2023 | 15 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.08% | 0.39% | Q2 2015 | Q3 2021 | 14 |
Jaffetilchin Investment Partners, LLC | 14 | 14 | 0.06% | 0.09% | 0.10% | Q1 2021 | Q2 2024 | 14 |
NATIONAL PLANNING CORP | 14 | 14 | 0.02% | 0.06% | 0.10% | Q2 2014 | Q3 2017 | 14 |
Snowden Capital Advisors LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q2 2023 | 14 |
Elevated Capital Advisors, LLC | 8 | 1 | 0.35% | 0.93% | 2.50% | Q2 2020 | Q2 2024 | 14 |
Newbridge Financial Services Group, Inc. | 14 | 14 | 0.01% | 0.08% | 0.23% | Q4 2020 | Q1 2024 | 14 |
SII INVESTMENTS INC/WI | 14 | 14 | 0.04% | 0.11% | 0.31% | Q2 2013 | Q3 2016 | 14 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q1 2021 | 14 |
HARBOUR INVESTMENTS, INC. | 9 | 4 | 0.06% | 0.15% | 0.20% | Q1 2021 | Q2 2024 | 13 |
Koshinski Asset Management, Inc. | 9 | 1 | 0.01% | 0.08% | 0.15% | Q3 2015 | Q1 2022 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2024 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q2 2016 | 13 |
Cherry Creek Investment Advisors, Inc. | 13 | 13 | 0.09% | 0.37% | 0.54% | Q2 2021 | Q2 2024 | 13 |
Larson Financial Group LLC | 12 | 1 | 0.01% | 0.07% | 0.10% | Q3 2019 | Q2 2024 | 13 |
Castleview Partners, LLC | 11 | 1 | 0.00% | 0.03% | 0.20% | Q1 2018 | Q2 2024 | 13 |
MSI Financial Services Inc | 13 | 13 | 0.01% | 0.05% | 0.09% | Q4 2013 | Q4 2016 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.05% | 0.11% | 0.18% | Q2 2013 | Q2 2016 | 13 |
Cardan Capital Partners, LLC | 13 | 13 | 0.09% | 0.11% | 0.11% | Q4 2016 | Q4 2019 | 13 |
Spire Wealth Management | 7 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 13 |
Realta Investment Advisors | 9 | 4 | 0.00% | 0.08% | 0.16% | Q1 2019 | Q2 2024 | 13 |
BLAIR WILLIAM & CO/IL | 9 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.04% | 0.20% | Q1 2019 | Q2 2022 | 12 |
Hardy Reed LLC | 12 | 12 | 0.52% | 0.90% | 1.43% | Q4 2018 | Q3 2021 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.01% | 0.06% | 0.10% | Q4 2018 | Q3 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
SSI INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.03% | 0.05% | 0.28% | Q2 2020 | Q1 2023 | 12 |
Mutual Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2021 | 12 |
Kovack Advisors, Inc. | 12 | 12 | 0.05% | 0.14% | 0.19% | Q2 2015 | Q1 2018 | 12 |
Ameritas Advisory Services, LLC | 11 | 11 | 0.03% | 0.13% | 0.36% | Q4 2021 | Q2 2024 | 11 |
COTTONWOOD CAPITAL ADVISORS, LLC | 11 | 11 | 1.10% | 1.35% | 1.54% | Q4 2021 | Q2 2024 | 11 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 11 | 11 | 0.19% | 0.24% | 0.32% | Q4 2021 | Q2 2024 | 11 |
Beacon Financial Advisory LLC | 11 | 11 | 0.10% | 0.54% | 1.27% | Q4 2019 | Q2 2022 | 11 |
Stephens Consulting, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
EPG Wealth Management LLC | 8 | 2 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q2 2024 | 10 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2017 | 10 |
Kingsview Wealth Management, LLC | 9 | 1 | 0.01% | 0.18% | 0.32% | Q1 2017 | Q3 2023 | 10 |
Argentus Capital Management, LLC | 10 | 10 | 0.01% | 0.27% | 0.60% | Q2 2014 | Q3 2016 | 10 |
Summit Financial Wealth Advisors, LLC | 10 | 10 | 0.68% | 1.60% | 2.70% | Q4 2014 | Q1 2017 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
COLONY GROUP LLC | 10 | 10 | 0.01% | 0.07% | 0.14% | Q3 2013 | Q4 2015 | 10 |
Atria Wealth Solutions, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2024 | 10 |
Beacon Capital Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
Old Port Advisors | 10 | 10 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q2 2022 | 10 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2024 | 9 |
BerganKDV Wealth Management, LLC | 6 | 3 | 0.01% | 0.23% | 0.54% | Q1 2016 | Q4 2018 | 9 |
NORTHWEST WEALTH MANAGEMENT, LLC | 6 | 3 | 0.05% | 0.24% | 0.41% | Q4 2016 | Q1 2019 | 9 |
DB Wealth Management Group, LLC | 9 | 9 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2023 | 9 |
CoreFirst Bank & Trust | 9 | 9 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q4 2022 | 9 |
SNS Financial Group, LLC | 8 | 8 | 0.51% | 0.73% | 0.98% | Q3 2013 | Q2 2015 | 8 |
TRUIST FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 8 |
WealthPLAN Partners, LLC | 3 | 1 | 0.00% | 0.24% | 1.58% | Q1 2015 | Q3 2020 | 8 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
U.S. Capital Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Ken Stern & Associates, Inc. | 5 | 3 | 0.11% | 0.12% | 0.16% | Q3 2016 | Q3 2018 | 8 |
M Holdings Securities, Inc. | 6 | 1 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q4 2020 | 8 |
TrueWealth Advisors, LLC | 8 | 8 | 0.38% | 0.54% | 0.69% | Q3 2022 | Q2 2024 | 8 |
PSI Advisors, LLC | 8 | 8 | 0.03% | 0.06% | 0.09% | Q3 2022 | Q2 2024 | 8 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2016 | 7 |
Cedar Brook Financial Partners, LLC | 7 | 7 | 0.06% | 0.10% | 0.13% | Q4 2018 | Q2 2020 | 7 |
Farther Finance Advisors, LLC | 7 | 7 | 0.01% | 0.07% | 0.15% | Q4 2022 | Q2 2024 | 7 |
Atria Investments, Inc | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q2 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.10% | 0.25% | 0.39% | Q2 2013 | Q4 2014 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Gladstone Institutional Advisory LLC | 4 | 3 | 0.02% | 0.07% | 0.15% | Q2 2019 | Q4 2022 | 7 |
Financial Advocates Investment Management | 7 | 7 | 0.02% | 0.06% | 0.12% | Q3 2020 | Q1 2022 | 7 |
Tradition Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
RPg Family Wealth Advisory, LLC | 3 | 3 | 0.01% | 0.07% | 0.12% | Q3 2021 | Q2 2024 | 6 |
L.M. KOHN & COMPANY | 6 | 6 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q1 2024 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.30% | 0.42% | Q2 2015 | Q3 2016 | 6 |
Keystone Financial Group | 4 | 2 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q1 2024 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.13% | 0.15% | 0.16% | Q1 2014 | Q2 2015 | 6 |
Endowment Wealth Management, Inc. | 6 | 6 | 0.38% | 0.49% | 0.61% | Q1 2023 | Q2 2024 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 6 |
COMERICA BANK | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 6 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 6 |
Stonehearth Capital Management, LLC | 5 | 1 | 0.15% | 0.20% | 0.24% | Q3 2015 | Q4 2019 | 6 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 5 | 1 | 0.08% | 0.11% | 0.15% | Q1 2019 | Q3 2020 | 6 |
CAHILL FINANCIAL ADVISORS INC | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2017 | Q3 2018 | 6 |
Clarus Wealth Advisors | 6 | 6 | 0.08% | 0.14% | 0.20% | Q4 2017 | Q1 2019 | 6 |
Strategic Capital Alternatives LLC | 5 | 5 | 0.01% | 0.78% | 1.73% | Q3 2014 | Q3 2015 | 5 |
Authentikos Wealth Advisory, LLC | 5 | 5 | 0.55% | 0.60% | 0.66% | Q1 2023 | Q1 2024 | 5 |
Arkadios Wealth Advisors | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 5 |
JONES FINANCIAL COMPANIES LLLP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 5 |
Frontier Wealth Management LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2016 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
STRINGER ASSET MANAGEMENT, LLC | 4 | 1 | 0.34% | 5.58% | 10.42% | Q1 2019 | Q3 2022 | 5 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2024 | 5 |
Elk River Wealth Management, LLC | 5 | 5 | 0.05% | 0.06% | 0.10% | Q4 2020 | Q4 2021 | 5 |
M&T BANK CORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 5 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2024 | 4 |
Regal Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
QP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.27% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.08% | 0.29% | Q4 2015 | Q2 2020 | 4 |
Vestmark Advisory Solutions, Inc. | 3 | 1 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q3 2022 | 4 |
NBC SECURITIES, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2023 | Q2 2024 | 4 |
DHJJ Financial Advisors, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 1 | 0.02% | 0.06% | 0.11% | Q3 2016 | Q4 2017 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
FREEDOM WEALTH ALLIANCE, LLC | 4 | 4 | 0.33% | 0.42% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Peterson Wealth Advisors, LLC | 4 | 4 | 0.27% | 0.65% | 1.12% | Q4 2017 | Q3 2018 | 4 |
GeoWealth Management, LLC | 3 | 1 | 0.02% | 0.27% | 0.70% | Q1 2022 | Q4 2023 | 4 |
Rehmann Capital Advisory Group | 4 | 4 | 0.05% | 0.06% | 0.07% | Q3 2014 | Q2 2015 | 4 |
CUE ADVISORY SERVICES, INC. | 4 | 4 | 0.20% | 0.64% | 1.04% | Q4 2014 | Q3 2015 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
CoreCap Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 4 |
Kowal Investment Group, LLC | 4 | 4 | 0.04% | 0.14% | 0.30% | Q4 2020 | Q3 2021 | 4 |
Weaver Consulting Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
PALLADIEM, LLC | 4 | 4 | 4.13% | 4.67% | 5.41% | Q4 2014 | Q3 2015 | 4 |
Highland Private Wealth Management | 2 | 2 | 0.13% | 0.14% | 0.17% | Q4 2015 | Q4 2016 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 4 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
1776 Wealth LLC | 3 | 3 | 0.11% | 0.16% | 0.20% | Q4 2019 | Q2 2020 | 3 |
Allred Capital Management, LLC | 3 | 3 | 0.12% | 0.14% | 0.18% | Q2 2019 | Q4 2019 | 3 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2021 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2023 | Q2 2024 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 3 |
NATIONAL BANK OF CANADA /FI/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.06% | 0.18% | 0.27% | Q1 2023 | Q4 2023 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.10% | 0.10% | 0.12% | Q1 2018 | Q3 2018 | 3 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Freedom Investment Management, Inc. | 1 | 1 | 0.08% | 0.12% | 0.18% | Q2 2014 | Q2 2015 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q4 2017 | 3 |
Sargent Investment Group, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q4 2018 | Q2 2019 | 3 |
DEUTSCHE BANK AG\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 3 |
SIGNATUREFD, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 3 |
WIN ADVISORS, INC | 3 | 3 | 0.01% | 0.27% | 0.74% | Q1 2022 | Q3 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2023 | Q2 2024 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q4 2022 | 3 |
VICUS CAPITAL | 3 | 3 | 0.05% | 0.07% | 0.09% | Q3 2014 | Q1 2015 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
MAI Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 3 |
Ancora Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
SeaBridge Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Smartleaf Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q4 2019 | 2 |
Placemark Investments, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
IFG Advisory, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q4 2019 | 2 |
Rockport Wealth LLC | 2 | 2 | 0.30% | 0.37% | 0.44% | Q1 2024 | Q2 2024 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.21% | 0.21% | 0.21% | Q1 2015 | Q2 2015 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.36% | 0.43% | 0.50% | Q3 2016 | Q1 2017 | 2 |
Financial Gravity Companies, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 2 |
Argent Advisors, Inc. | 2 | 2 | 0.24% | 0.30% | 0.36% | Q4 2019 | Q1 2020 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q4 2017 | 2 |
MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Apriem Advisors | 2 | 2 | 0.07% | 0.09% | 0.10% | Q1 2024 | Q2 2024 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.20% | 0.23% | 0.26% | Q4 2014 | Q1 2015 | 2 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 2 |
RAY GERALD L & ASSOCIATES LTD | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
ACG Wealth | 1 | 1 | 0.00% | 0.11% | 0.22% | Q4 2017 | Q2 2022 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2013 | Q3 2013 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Intersect Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
LVZ, Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2015 | Q3 2015 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Hershey Financial Advisers, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2024 | Q2 2024 | 1 |
Diversified, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q1 2024 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
BKS ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
1919 Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2016 | Q3 2016 | 1 |
Strategic Capital Group LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q2 2014 | Q2 2014 | 1 |
Indiana Trust & Investment Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
WMS Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q1 2015 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Renasant Bank | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2017 | Q1 2017 | 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.