Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 45 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
First Heartland Consultants, Inc. | 40 | 40 | 0.02% | 0.25% | 0.72% | Q2 2013 | Q1 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 10 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 38 | 38 | 0.01% | 0.10% | 0.24% | Q2 2014 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 38 | 38 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 38 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 38 | 38 | 0.06% | 0.09% | 0.12% | Q2 2014 | Q3 2023 | 38 |
PARK NATIONAL CORP /OH/ | 37 | 37 | 0.03% | 0.35% | 0.83% | Q4 2014 | Q4 2023 | 37 |
Regal Investment Advisors LLC | 24 | 1 | 0.10% | 0.34% | 0.83% | Q3 2013 | Q3 2023 | 37 |
Creative Planning | 21 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Cetera Advisors LLC | 36 | 36 | 0.02% | 0.08% | 0.16% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Brinker Capital Investments, LLC | 35 | 35 | 0.04% | 0.36% | 1.43% | Q2 2014 | Q4 2022 | 35 |
D.A. DAVIDSON & CO. | 18 | 17 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 35 |
M&T BANK CORP | 21 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 35 |
ENVESTNET ASSET MANAGEMENT INC | 24 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 35 |
Koshinski Asset Management, Inc. | 16 | 8 | 0.11% | 0.30% | 0.70% | Q4 2014 | Q3 2023 | 34 |
LVM CAPITAL MANAGEMENT LTD/MI | 28 | 6 | 0.05% | 0.09% | 0.26% | Q1 2015 | Q3 2023 | 34 |
Cetera Advisor Networks LLC | 18 | 16 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 34 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 33 |
Stratos Wealth Partners, LTD. | 32 | 1 | 0.02% | 0.12% | 0.43% | Q2 2015 | Q3 2023 | 33 |
Private Advisor Group, LLC | 32 | 1 | 0.00% | 0.03% | 0.06% | Q3 2014 | Q3 2023 | 33 |
North Star Investment Management Corp. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.11% | Q4 2015 | Q3 2023 | 31 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.21% | 1.31% | 3.26% | Q2 2016 | Q3 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 29 |
US BANCORP \DE\ | 24 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 29 |
NEXT Financial Group, Inc | 14 | 14 | 0.01% | 0.05% | 0.14% | Q2 2014 | Q4 2021 | 28 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 28 | 28 | 0.33% | 0.50% | 0.85% | Q4 2016 | Q3 2023 | 28 |
Allworth Financial LP | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 8 | 0.03% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 27 |
Baker Avenue Asset Management, LP | 14 | 4 | 0.00% | 0.28% | 1.10% | Q2 2013 | Q3 2023 | 27 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 24 | 2 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q4 2022 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 19 | 7 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q3 2023 | 26 |
Biondo Investment Advisors, LLC | 25 | 25 | 0.07% | 0.18% | 0.27% | Q3 2017 | Q3 2023 | 25 |
Lido Advisors, LLC | 25 | 25 | 0.03% | 0.05% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Anchor Investment Management, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2023 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 25 | 25 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2019 | 25 |
Ahrens Investment Partners LLC | 23 | 1 | 0.05% | 0.26% | 1.01% | Q4 2016 | Q1 2023 | 24 |
Milestone Advisory Partners | 24 | 24 | 0.32% | 2.66% | 5.19% | Q4 2017 | Q3 2023 | 24 |
Sigma Planning Corp | 17 | 2 | 0.01% | 0.08% | 0.23% | Q4 2014 | Q3 2023 | 24 |
NewEdge Advisors, LLC | 14 | 1 | 0.00% | 0.36% | 2.72% | Q4 2014 | Q3 2023 | 24 |
ACCESS FINANCIAL SERVICES, INC. | 24 | 24 | 0.16% | 1.23% | 2.71% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Ballew Advisors, Inc | 24 | 24 | 1.24% | 1.67% | 2.29% | Q4 2017 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.02% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Migdal Insurance & Financial Holdings Ltd. | 19 | 4 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 23 |
Seneca House Advisors | 23 | 23 | 0.12% | 0.23% | 0.35% | Q1 2018 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Asset Dedication, LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Allen Capital Group, LLC | 20 | 3 | 0.15% | 0.32% | 0.61% | Q4 2017 | Q3 2023 | 23 |
Advisory Services Network, LLC | 18 | 5 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 23 |
BDO Wealth Advisors, LLC | 23 | 23 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q2 2023 | 23 |
HighTower Advisors, LLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
OPPENHEIMER & CO INC | 20 | 2 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 22 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 8 | 0.03% | 0.07% | 0.13% | Q4 2014 | Q2 2022 | 22 |
FIFTH THIRD BANCORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 21 |
First Allied Advisory Services, Inc. | 14 | 1 | 0.01% | 0.06% | 0.14% | Q1 2014 | Q3 2020 | 21 |
Gradient Investments LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 21 |
GOLDMAN SACHS GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.02% | 0.03% | 0.15% | Q2 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2022 | 21 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q1 2023 | 20 |
WINTRUST INVESTMENTS LLC | 11 | 9 | 0.03% | 0.12% | 0.24% | Q2 2016 | Q2 2021 | 20 |
TFG Advisers LLC | 20 | 20 | 0.28% | 0.32% | 0.35% | Q4 2018 | Q3 2023 | 20 |
OneDigital Investment Advisors LLC | 19 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 20 |
Baird Financial Group, Inc. | 11 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 20 |
Advanced Asset Management Advisors Inc | 19 | 1 | 0.07% | 0.10% | 0.14% | Q1 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.09% | 0.16% | 0.24% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Harvest Investment Services, LLC | 20 | 20 | 0.86% | 1.71% | 2.84% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Genesee Capital Advisors, LLC | 10 | 9 | 0.19% | 0.36% | 0.87% | Q4 2018 | Q3 2023 | 19 |
Private Ocean, LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2022 | 19 |
1834 INVESTMENT ADVISORS CO | 19 | 19 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 19 |
BB&T SECURITIES, LLC | 13 | 6 | 0.00% | 0.04% | 0.18% | Q1 2014 | Q3 2019 | 19 |
Madrona Financial Services, LLC | 18 | 18 | 0.14% | 0.28% | 0.40% | Q2 2019 | Q3 2023 | 18 |
ATLAS CAPITAL ADVISORS LLC | 18 | 18 | 0.06% | 0.09% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 18 | 18 | 0.00% | 0.03% | 0.09% | Q1 2018 | Q2 2022 | 18 |
HL FINANCIAL SERVICES LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 18 |
Riverpoint Wealth Management Holdings, LLC | 13 | 5 | 0.12% | 0.23% | 0.36% | Q4 2016 | Q2 2021 | 18 |
BKS ADVISORS, LLC | 17 | 17 | 0.20% | 0.24% | 0.27% | Q1 2015 | Q1 2019 | 17 |
WT Wealth Management | 17 | 17 | 0.51% | 1.25% | 2.99% | Q3 2019 | Q3 2023 | 17 |
Connecticut Wealth Management, LLC | 10 | 7 | 0.10% | 0.14% | 0.18% | Q2 2019 | Q3 2023 | 17 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2020 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Sandy Spring Bank | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.01% | 0.06% | Q2 2019 | Q3 2023 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.72% | 1.36% | 1.86% | Q3 2019 | Q3 2023 | 17 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 17 |
Mutual Advisors, LLC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q2 2022 | 16 |
HOWE & RUSLING INC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2019 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.08% | 0.15% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Cetera Investment Advisers | 12 | 1 | 0.03% | 0.11% | 0.17% | Q4 2015 | Q3 2023 | 16 |
Cornerstone Wealth Management, LLC | 10 | 1 | 0.02% | 0.04% | 0.04% | Q2 2018 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
WEDBUSH SECURITIES INC | 13 | 3 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.52% | 0.63% | 0.76% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
BANK OF MONTREAL /CAN/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 15 |
Capital Advisors, Ltd. LLC | 15 | 15 | 0.01% | 0.15% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.03% | 0.12% | Q2 2016 | Q4 2019 | 15 |
FAS Wealth Partners, Inc. | 15 | 15 | 0.08% | 0.14% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Psagot Value Holdings Ltd. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q2 2018 | 15 |
Global Trust Asset Management, LLC | 9 | 6 | 0.00% | 0.63% | 1.48% | Q4 2017 | Q3 2022 | 15 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.02% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10 | 2 | 0.03% | 0.05% | 0.07% | Q2 2017 | Q3 2022 | 15 |
Eudaimonia Partners, LLC | 8 | 1 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 14 |
Flaharty Asset Management, LLC | 14 | 14 | 3.29% | 3.84% | 4.51% | Q2 2020 | Q3 2023 | 14 |
Jacobi Capital Management LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2020 | 14 |
Financial Advocates Investment Management | 14 | 14 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Great Diamond Partners, LLC | 14 | 14 | 0.31% | 0.42% | 0.82% | Q2 2020 | Q3 2023 | 14 |
GLENMEDE TRUST CO NA | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
EPG Wealth Management LLC | 14 | 14 | 0.10% | 0.21% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.04% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 14 |
RAYMOND JAMES TRUST N.A. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 14 |
COLONY GROUP LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2022 | 14 |
IFG Advisory, LLC | 7 | 1 | 0.02% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 13 |
Oakworth Capital, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Rikoon Group, LLC | 13 | 13 | 0.09% | 0.13% | 0.18% | Q1 2018 | Q1 2021 | 13 |
Platform Technology Partners | 10 | 3 | 0.13% | 0.18% | 0.25% | Q2 2020 | Q3 2023 | 13 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.14% | 0.43% | Q3 2014 | Q4 2022 | 13 |
Ellis Investment Partners, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 13 |
Private Wealth Group, LLC | 13 | 13 | 1.54% | 4.17% | 6.27% | Q3 2020 | Q3 2023 | 13 |
Capital Investment Advisory Services, LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.02% | 0.38% | 1.81% | Q3 2020 | Q3 2023 | 13 |
MSI Financial Services Inc | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Front Row Advisors LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
VALLEY NATIONAL ADVISERS INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Key FInancial Inc | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 2.38% | 2.82% | 3.51% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.10% | 0.16% | 0.28% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
WFG Advisors, LP | 11 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q2 2017 | 12 |
HUNTINGTON NATIONAL BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 12 |
Arkadios Wealth Advisors | 12 | 12 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
ROTHSCHILD INVESTMENT LLC /IL | 12 | 12 | 0.03% | 0.07% | 0.10% | Q3 2014 | Q2 2017 | 12 |
StoneX Group Inc. | 9 | 3 | 0.11% | 0.21% | 0.34% | Q4 2019 | Q3 2023 | 12 |
NORTHWEST WEALTH MANAGEMENT, LLC | 9 | 3 | 0.27% | 0.30% | 0.39% | Q4 2016 | Q4 2019 | 12 |
MUFG Americas Holdings Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Snowden Capital Advisors LLC | 6 | 1 | 0.00% | 0.13% | 0.45% | Q1 2016 | Q3 2023 | 12 |
Cardan Capital Partners, LLC | 9 | 3 | 0.74% | 0.93% | 1.09% | Q4 2016 | Q3 2021 | 12 |
Hefren-Tillotson, Inc. | 5 | 1 | 0.00% | 5.97% | 21.38% | Q3 2014 | Q1 2018 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.65% | 0.74% | 0.83% | Q4 2020 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q2 2023 | 12 |
J Arnold Wealth Management Co | 11 | 1 | 0.01% | 0.08% | 0.25% | Q4 2019 | Q1 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.37% | 0.45% | 0.56% | Q4 2020 | Q3 2023 | 12 |
WealthBridge Capital Management, LLC | 9 | 2 | 0.09% | 0.14% | 0.21% | Q4 2018 | Q3 2023 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Westside Investment Management, Inc. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2020 | 11 |
CENTAURUS FINANCIAL, INC. | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2023 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Mirae Asset Global Investments Co., Ltd. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2023 | 11 |
MGO ONE SEVEN LLC | 7 | 1 | 0.01% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 10 |
Princeton Global Asset Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
CAMDEN NATIONAL BANK | 10 | 10 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q1 2022 | 10 |
Ayalon Insurance Comp Ltd. | 10 | 10 | 0.47% | 0.83% | 1.12% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 10 |
New England Private Wealth Advisors LLC | 10 | 10 | 0.89% | 1.27% | 1.54% | Q2 2021 | Q3 2023 | 10 |
NOTTINGHAM ADVISORS, INC. | 9 | 1 | 0.01% | 0.84% | 1.73% | Q2 2018 | Q4 2021 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
REGIONS FINANCIAL CORP | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 5.81% | 6.18% | 6.43% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Claraphi Advisory Network, LLC | 5 | 4 | 0.10% | 0.25% | 0.32% | Q4 2017 | Q1 2020 | 9 |
Sowell Financial Services LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q1 2021 | 9 |
Community Bank, N.A. | 9 | 9 | 0.00% | 0.09% | 0.31% | Q2 2018 | Q2 2020 | 9 |
Sterling Manor Financial, LLC | 8 | 1 | 0.22% | 0.32% | 0.37% | Q4 2020 | Q1 2023 | 9 |
DUBUQUE BANK & TRUST CO | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2017 | 9 |
Sonora Investment Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
Valeo Financial Advisors, LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 9 |
Cordasco Financial Network | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
OLD NATIONAL BANCORP /IN/ | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 9 |
Prospera Financial Services Inc | 8 | 1 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 9 |
Archford Capital Strategies, LLC | 9 | 9 | 0.05% | 0.12% | 0.18% | Q3 2021 | Q3 2023 | 9 |
SII INVESTMENTS INC/WI | 6 | 3 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2016 | 9 |
WealthShield Partners, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 8 |
Masso Torrence Wealth Management Inc. | 8 | 8 | 0.24% | 0.89% | 2.24% | Q4 2021 | Q3 2023 | 8 |
Virtue Capital Management, LLC | 8 | 8 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q1 2023 | 8 |
WEST PACES ADVISORS INC. | 8 | 8 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q4 2020 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.13% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.12% | 0.15% | 0.20% | Q4 2021 | Q3 2023 | 8 |
MOTCO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.11% | 0.17% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.70% | 1.70% | 2.72% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.22% | 0.25% | 0.27% | Q4 2021 | Q3 2023 | 8 |
BESSEMER GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
Wagner Wealth Management, LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 2.50% | 2.79% | 3.00% | Q4 2021 | Q3 2023 | 8 |
BSW Wealth Partners | 8 | 8 | 0.35% | 0.38% | 0.42% | Q3 2013 | Q2 2015 | 8 |
Kalos Management, Inc. | 8 | 8 | 0.15% | 0.21% | 0.27% | Q1 2020 | Q4 2021 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.65% | 0.84% | 1.06% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.41% | 0.51% | 0.56% | Q4 2021 | Q3 2023 | 8 |
PSI Advisors, LLC | 8 | 8 | 0.02% | 0.32% | 1.11% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2022 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.01% | 0.07% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.14% | 1.95% | 2.76% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.24% | 0.42% | 0.62% | Q4 2021 | Q3 2023 | 8 |
SEI INVESTMENTS CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 7 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 7 | 7 | 0.97% | 1.22% | 1.42% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.53% | 0.78% | 0.99% | Q4 2021 | Q3 2023 | 7 |
Sound Income Strategies, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Golden State Wealth Management, LLC | 7 | 7 | 0.18% | 0.29% | 0.39% | Q3 2020 | Q1 2022 | 7 |
Mariner, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 7 |
Archer Investment Corp | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Realta Investment Advisors | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 7 |
Strategic Blueprint, LLC | 6 | 1 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q1 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PRIVATE TRUST CO NA | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 7 |
AdvisorNet Financial, Inc | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
Berkshire Bank | 7 | 7 | 0.06% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Concepts LLC | 6 | 1 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Financial Advisors Network, Inc. | 6 | 1 | 0.06% | 0.10% | 0.21% | Q3 2021 | Q3 2023 | 7 |
Smart Money Group LLC | 7 | 7 | 0.58% | 1.62% | 2.75% | Q1 2019 | Q3 2020 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
SignalPoint Asset Management, LLC | 7 | 7 | 0.49% | 0.59% | 0.71% | Q1 2022 | Q3 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Lee Financial Co | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Aprio Wealth Management, LLC | 7 | 7 | 2.24% | 2.66% | 2.88% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
KRAEMATON INVESTMENT ADVISORS, INC | 4 | 2 | 0.19% | 0.23% | 0.27% | Q4 2021 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
USCA RIA LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 6 |
Concorde Asset Management, LLC | 3 | 1 | 0.29% | 1.18% | 2.41% | Q4 2018 | Q3 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
AlphaMark Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q4 2022 | 6 |
Ruggie Capital Group | 5 | 1 | 0.14% | 0.18% | 0.22% | Q2 2017 | Q4 2018 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q2 2023 | 6 |
Bank of New York Mellon Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2018 | Q3 2019 | 6 |
Clarus Wealth Advisors | 4 | 2 | 0.11% | 0.16% | 0.23% | Q2 2018 | Q2 2023 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.04% | 0.07% | Q3 2016 | Q3 2022 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2022 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Sunflower Bank, N.A. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
SECURITY NATIONAL TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2015 | 5 |
TD Waterhouse Canada Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Renaissance Technologies | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Capital Asset Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Cutler Group LLC / CA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 5 |
Atria Investments, Inc | 3 | 2 | 0.01% | 0.05% | 0.14% | Q1 2019 | Q3 2023 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.18% | 0.39% | 0.70% | Q3 2022 | Q3 2023 | 5 |
Main Street Financial Solutions, LLC | 5 | 5 | 0.09% | 0.26% | 0.32% | Q3 2022 | Q3 2023 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.00% | 0.04% | 0.12% | Q4 2013 | Q4 2014 | 5 |
FIRST INTERSTATE BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.04% | 0.17% | Q2 2014 | Q3 2023 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q1 2016 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ironwood Financial, llc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
BRINKER CAPITAL INC | 5 | 5 | 0.09% | 1.69% | 2.22% | Q2 2014 | Q2 2015 | 5 |
Virtu KCG Holdings LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2017 | 5 |
Pinnacle Family Advisors, LLC | 5 | 5 | 0.23% | 0.30% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Hilltop Holdings Inc. | 3 | 1 | 0.24% | 0.45% | 1.02% | Q1 2018 | Q1 2019 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.75% | 0.81% | 0.98% | Q4 2018 | Q4 2019 | 4 |
SIMON QUICK ADVISORS, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.91% | 1.43% | 1.79% | Q4 2022 | Q3 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BROWN BROTHERS HARRIMAN & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Arden Trust Co | 4 | 4 | 1.46% | 1.80% | 2.48% | Q1 2023 | Q4 2023 | 4 |
MANCHESTER FINANCIAL INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 4 |
RiverFront Investment Group, LLC | 4 | 4 | 1.41% | 2.52% | 3.03% | Q1 2014 | Q4 2014 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
MAI Capital Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ken Stern & Associates, Inc. | 4 | 4 | 0.09% | 0.19% | 0.23% | Q4 2017 | Q3 2018 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Western Wealth Management, LLC | 3 | 1 | 0.01% | 0.07% | 0.09% | Q1 2020 | Q1 2022 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.17% | 0.26% | 0.42% | Q4 2020 | Q3 2021 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 0.30% | 0.33% | 0.37% | Q4 2022 | Q3 2023 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
CENTRAL TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
GPS Wealth Strategies Group, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 4 |
Investors Capital Advisory Services | 4 | 4 | 0.05% | 0.07% | 0.08% | Q3 2014 | Q2 2015 | 4 |
UMB Bank, n.a. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.02% | 0.07% | Q3 2013 | Q3 2018 | 4 |
David J Yvars Group | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 1.05% | 1.11% | 1.18% | Q2 2021 | Q1 2022 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
COMERICA BANK | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 4 |
Placemark Investments, Inc. | 4 | 4 | 0.02% | 0.04% | 0.05% | Q1 2014 | Q4 2014 | 4 |
PACIFIC FINANCIAL GROUP INC | 3 | 1 | 0.15% | 0.16% | 0.18% | Q3 2020 | Q3 2021 | 4 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2021 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.19% | 0.22% | 0.29% | Q4 2014 | Q3 2015 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
PINNACLE ASSOCIATES LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Buck Wealth Strategies, LLC | 3 | 1 | 1.73% | 1.83% | 1.95% | Q3 2022 | Q3 2023 | 4 |
Dominguez Wealth Management Solutions, Inc. | 4 | 4 | 0.28% | 0.30% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Ascension Capital Advisors, Inc. | 4 | 4 | 0.48% | 3.06% | 4.19% | Q4 2019 | Q3 2020 | 4 |
SkyOak Wealth, LLC | 3 | 1 | 0.07% | 0.08% | 0.08% | Q4 2019 | Q4 2022 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.62% | 0.92% | 1.25% | Q4 2022 | Q3 2023 | 4 |
Secure Asset Management, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.07% | 0.15% | 0.27% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Independent Wealth Network Inc. | 4 | 4 | 0.14% | 0.16% | 0.19% | Q1 2022 | Q4 2022 | 4 |
OneAscent Financial Services LLC | 3 | 1 | 0.23% | 0.29% | 0.38% | Q3 2022 | Q3 2023 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.07% | 0.16% | 0.36% | Q3 2018 | Q3 2019 | 4 |
BlackRock Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 4 |
V Wealth Advisors LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 4 |
Legacy Financial Strategies, LLC | 3 | 3 | 0.62% | 0.74% | 0.81% | Q4 2017 | Q2 2018 | 3 |
Prosperity Financial Group, Inc. | 3 | 3 | 0.31% | 0.55% | 1.00% | Q1 2023 | Q3 2023 | 3 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Summit Financial Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.05% | 0.13% | Q2 2022 | Q1 2023 | 3 |
OneAscent Wealth Management LLC | 3 | 3 | 0.23% | 0.27% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Hartford Financial Management Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q4 2015 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.19% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Black Swift Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.28% | 0.31% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Walkner Condon Financial Advisors LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.63% | 0.75% | 0.94% | Q1 2023 | Q3 2023 | 3 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2016 | 3 |
Coston, McIsaac & Partners | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
NorthLanding Financial Partners, LLC | 3 | 3 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q1 2023 | 3 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 3 |
CENTRAL BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2018 | 3 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 3 |
National Wealth Management Group, LLC | 3 | 3 | 0.33% | 0.36% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Segment Wealth Management, LLC | 3 | 3 | 0.08% | 0.10% | 0.13% | Q4 2016 | Q2 2017 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Kabarec Financial Advisors, Ltd. | 2 | 2 | 6.96% | 7.19% | 7.41% | Q4 2017 | Q1 2018 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2021 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 2 |
Truadvice, LLC | 2 | 2 | 0.20% | 0.23% | 0.26% | Q3 2020 | Q4 2020 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 2 | 4.51% | 4.64% | 4.78% | Q4 2017 | Q1 2018 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2021 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.17% | 0.49% | 0.81% | Q2 2015 | Q3 2015 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.11% | 0.15% | 0.20% | Q4 2019 | Q2 2020 | 2 |
Mariner Wealth Advisors-Madison, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Hudock, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2014 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2017 | Q2 2017 | 2 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.20% | 0.26% | 0.31% | Q4 2019 | Q4 2021 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Karp Capital Management Corp | 2 | 2 | 1.04% | 1.23% | 1.41% | Q2 2022 | Q3 2022 | 2 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q3 2020 | 2 |
Asset Planning Services, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NIEMANN CAPITAL MANAGEMENT INC | 2 | 2 | 0.36% | 0.47% | 0.58% | Q3 2014 | Q4 2014 | 2 |
Horizon Wealth Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
DCM Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 1.19% | 1.39% | 1.59% | Q3 2020 | Q4 2021 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 2 |
Wilmington Trust, National Association | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Walleye Capital LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.62% | 0.94% | 1.25% | Q4 2022 | Q1 2023 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.24% | 0.26% | 0.27% | Q1 2022 | Q2 2022 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Elevated Capital Advisors, LLC | 2 | 2 | 0.25% | 0.50% | 0.75% | Q2 2023 | Q3 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PFG Investments, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q4 2021 | Q4 2021 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q2 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Jefferies Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ACG Wealth | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BROOKTREE CAPITAL MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2017 | Q1 2017 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TrueWealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Surevest, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2015 | Q4 2015 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
HYA Advisors, Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Insight Wealth Strategies, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2019 | Q3 2019 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pettinga Financial Advisors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2018 | Q4 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | 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.