Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
LPL Financial LLC | 36 | 36 | 0.00% | 0.18% | 0.64% | Q4 2014 | Q3 2023 | 36 |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 35 | 35 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 35 |
STIFEL FINANCIAL CORP | 28 | 4 | 0.00% | 0.04% | 0.11% | Q1 2015 | Q3 2023 | 32 |
RAYMOND JAMES & ASSOCIATES | 28 | 4 | 0.00% | 0.05% | 0.16% | Q1 2015 | Q3 2023 | 32 |
WELLS FARGO & COMPANY/MN | 32 | 32 | 0.00% | 0.04% | 0.13% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.09% | 0.53% | Q4 2015 | Q3 2023 | 31 |
US BANCORP \DE\ | 26 | 4 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 30 |
UBS Group AG | 28 | 1 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 29 |
Janney Montgomery Scott LLC | 29 | 29 | 0.00% | 0.05% | 0.12% | Q3 2016 | Q3 2023 | 29 |
Koshinski Asset Management, Inc. | 16 | 2 | 0.06% | 0.74% | 2.49% | Q2 2015 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 27 | 1 | 0.01% | 0.21% | 0.64% | Q4 2015 | Q3 2023 | 28 |
OPPENHEIMER & CO INC | 24 | 4 | 0.01% | 0.04% | 0.10% | Q1 2015 | Q3 2023 | 28 |
First Heartland Consultants, Inc. | 28 | 28 | 0.13% | 1.02% | 2.89% | Q4 2016 | Q3 2023 | 28 |
Cetera Advisor Networks LLC | 24 | 3 | 0.01% | 0.16% | 0.55% | Q4 2015 | Q3 2023 | 27 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 27 | 0.06% | 0.23% | 0.58% | Q1 2017 | Q3 2023 | 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 27 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Geneos Wealth Management Inc. | 27 | 27 | 0.00% | 0.08% | 0.20% | Q1 2017 | Q3 2023 | 27 |
CITIGROUP INC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
AMERIPRISE FINANCIAL INC | 27 | 27 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.12% | 0.31% | Q2 2017 | Q3 2023 | 26 |
Private Advisor Group, LLC | 26 | 26 | 0.01% | 0.26% | 0.79% | Q2 2017 | Q3 2023 | 26 |
Stratos Wealth Partners, LTD. | 26 | 26 | 0.02% | 0.17% | 0.46% | Q2 2017 | Q3 2023 | 26 |
Cambridge Investment Research Advisors, Inc. | 26 | 26 | 0.00% | 0.21% | 0.57% | Q2 2017 | Q3 2023 | 26 |
D.A. DAVIDSON & CO. | 23 | 1 | 0.00% | 0.08% | 0.19% | Q3 2016 | Q3 2023 | 26 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 26 |
Kingsview Wealth Management, LLC | 15 | 4 | 0.01% | 0.13% | 0.30% | Q1 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 25 | 25 | 0.00% | 0.20% | 0.42% | Q3 2017 | Q3 2023 | 25 |
JPMORGAN CHASE & CO | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Eldridge Investment Advisors, Inc. | 24 | 24 | 2.44% | 6.43% | 8.69% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.06% | 0.32% | 0.78% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.13% | 0.35% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 24 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11 | 11 | 0.08% | 0.96% | 2.52% | Q2 2017 | Q3 2023 | 22 |
Advisory Services Network, LLC | 16 | 6 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 22 |
IHT Wealth Management, LLC | 11 | 11 | 0.02% | 0.33% | 0.82% | Q4 2017 | Q3 2023 | 22 |
Capital Advisory Group Advisory Services, LLC | 15 | 7 | 0.00% | 0.41% | 0.97% | Q1 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.08% | 0.18% | Q3 2018 | Q3 2023 | 21 |
Cetera Advisors LLC | 21 | 21 | 0.02% | 0.40% | 0.92% | Q3 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 13 | 1 | 0.00% | 0.12% | 0.33% | Q2 2017 | Q3 2023 | 21 |
Sigma Planning Corp | 21 | 21 | 0.03% | 0.33% | 0.92% | Q3 2018 | Q3 2023 | 21 |
First Horizon Advisors, Inc. | 15 | 6 | 0.18% | 0.31% | 0.57% | Q2 2018 | Q3 2023 | 21 |
WINTRUST INVESTMENTS LLC | 13 | 1 | 0.04% | 0.25% | 0.86% | Q3 2016 | Q3 2023 | 21 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Kovack Advisors, Inc. | 12 | 4 | 0.03% | 0.76% | 2.53% | Q1 2018 | Q3 2023 | 20 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 20 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q4 2019 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Harvest Investment Services, LLC | 20 | 20 | 0.32% | 1.10% | 2.48% | Q4 2018 | Q3 2023 | 20 |
Baird Financial Group, Inc. | 18 | 2 | 0.00% | 0.05% | 0.09% | Q2 2016 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.25% | 0.89% | Q4 2017 | Q3 2022 | 20 |
RVW Wealth, LLC | 20 | 20 | 0.07% | 2.18% | 3.49% | Q1 2019 | Q4 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
FMR LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Quad-Cities Investment Group, LLC | 19 | 19 | 0.01% | 0.41% | 0.68% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 19 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17 | 1 | 0.03% | 0.58% | 0.91% | Q2 2018 | Q3 2023 | 18 |
PRUDENTIAL FINANCIAL INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Good Life Advisors, LLC | 14 | 4 | 0.08% | 1.09% | 2.01% | Q1 2019 | Q3 2023 | 18 |
RAYMOND JAMES TRUST N.A. | 18 | 18 | 0.02% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 18 |
GOLDMAN SACHS GROUP INC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 18 |
Prospera Financial Services Inc | 12 | 6 | 0.05% | 0.62% | 1.35% | Q1 2019 | Q3 2023 | 18 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 4 | 0.03% | 0.43% | 1.92% | Q1 2019 | Q3 2023 | 18 |
IFG Advisory, LLC | 17 | 17 | 0.07% | 0.30% | 1.01% | Q3 2019 | Q3 2023 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 6 | 0.00% | 0.14% | 0.41% | Q2 2018 | Q3 2023 | 17 |
Claro Advisors LLC | 14 | 1 | 0.09% | 0.40% | 0.72% | Q4 2018 | Q3 2023 | 17 |
FIFTH THIRD SECURITIES, INC. | 11 | 6 | 0.13% | 3.33% | 6.00% | Q2 2019 | Q3 2023 | 17 |
PARK NATIONAL CORP /OH/ | 17 | 17 | 0.01% | 0.34% | 0.65% | Q4 2019 | Q4 2023 | 17 |
FIFTH THIRD BANCORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 17 |
DFPG INVESTMENTS, LLC | 17 | 17 | 0.05% | 0.23% | 0.51% | Q4 2018 | Q4 2022 | 17 |
Cetera Investment Advisers | 17 | 17 | 0.03% | 0.35% | 0.71% | Q3 2019 | Q3 2023 | 17 |
Castle Rock Wealth Management, LLC | 14 | 3 | 0.13% | 1.09% | 3.26% | Q2 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Private Advisory Group LLC | 4 | 1 | 0.08% | 0.38% | 0.71% | Q4 2016 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.08% | 0.30% | 0.62% | Q4 2019 | Q3 2023 | 16 |
B. Riley Wealth Management, Inc. | 16 | 16 | 0.00% | 0.26% | 0.84% | Q3 2018 | Q2 2022 | 16 |
First Allied Advisory Services, Inc. | 16 | 16 | 0.04% | 0.32% | 0.62% | Q4 2016 | Q3 2020 | 16 |
NEXT Financial Group, Inc | 14 | 1 | 0.01% | 0.14% | 0.27% | Q3 2017 | Q4 2021 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Wealthcare Advisory Partners LLC | 11 | 5 | 0.00% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 0.00% | 0.63% | 1.87% | Q4 2017 | Q3 2023 | 16 |
WEALTH ADVISORS, INC. | 16 | 16 | 0.86% | 1.17% | 1.48% | Q4 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 16 | 16 | 0.01% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.21% | 0.40% | 0.76% | Q4 2019 | Q3 2023 | 16 |
Cedar Brook Financial Partners, LLC | 16 | 16 | 0.10% | 0.46% | 0.76% | Q4 2019 | Q3 2023 | 16 |
Realta Investment Advisors | 13 | 3 | 0.00% | 0.11% | 0.18% | Q2 2019 | Q3 2023 | 16 |
NewEdge Advisors, LLC | 10 | 3 | 0.01% | 0.20% | 0.68% | Q2 2017 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 10 | 6 | 0.00% | 0.21% | 0.53% | Q3 2019 | Q3 2023 | 16 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.03% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 3 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 15 |
Westside Investment Management, Inc. | 15 | 15 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 15 |
HighTower Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
BLAIR WILLIAM & CO/IL | 15 | 15 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Titus Wealth Management | 15 | 15 | 0.55% | 0.79% | 1.14% | Q4 2018 | Q2 2022 | 15 |
J.P. Morgan Private Wealth Advisors LLC | 15 | 15 | 0.01% | 0.07% | 0.16% | Q1 2020 | Q3 2023 | 15 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 15 | 15 | 0.07% | 0.52% | 1.02% | Q1 2020 | Q3 2023 | 15 |
Winslow, Evans & Crocker, Inc. | 15 | 15 | 0.01% | 0.02% | 0.07% | Q2 2017 | Q4 2020 | 15 |
Cornerstone Wealth Management, LLC | 11 | 1 | 0.01% | 0.47% | 0.76% | Q2 2018 | Q3 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 4 | 0.01% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 15 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.06% | 0.25% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Archer Investment Corp | 9 | 6 | 0.01% | 0.09% | 0.17% | Q4 2019 | Q3 2023 | 15 |
SPRENG CAPITAL MANAGEMENT, INC. | 15 | 15 | 0.41% | 0.75% | 1.14% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q4 2019 | 15 |
EPG Wealth Management LLC | 15 | 15 | 0.27% | 0.48% | 0.66% | Q1 2020 | Q3 2023 | 15 |
MGO ONE SEVEN LLC | 9 | 1 | 0.06% | 0.30% | 0.91% | Q4 2017 | Q3 2023 | 15 |
Financial Partners Group, Inc | 14 | 14 | 0.08% | 4.04% | 7.16% | Q2 2020 | Q3 2023 | 14 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 4 | 0.04% | 0.30% | 0.72% | Q2 2017 | Q3 2022 | 14 |
Bogart Wealth, LLC | 10 | 4 | 0.00% | 0.00% | 0.03% | Q4 2018 | Q3 2023 | 14 |
Cranbrook Wealth Management, LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Csenge Advisory Group | 14 | 14 | 0.04% | 1.87% | 3.30% | Q2 2020 | Q3 2023 | 14 |
Old Port Advisors | 13 | 1 | 0.13% | 0.14% | 0.16% | Q1 2020 | Q3 2023 | 14 |
Clearstead Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Prism Advisors, Inc. | 13 | 13 | 0.24% | 0.29% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Ausdal Financial Partners, Inc. | 12 | 1 | 0.01% | 0.29% | 0.42% | Q4 2015 | Q3 2023 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 0.11% | 0.54% | 1.32% | Q3 2020 | Q3 2023 | 13 |
LexAurum Advisors, LLC | 5 | 4 | 0.20% | 0.95% | 1.73% | Q4 2017 | Q3 2021 | 13 |
Almanack Investment Partners, LLC. | 6 | 1 | 0.02% | 0.09% | 0.21% | Q3 2018 | Q1 2022 | 13 |
CENTAURUS FINANCIAL, INC. | 11 | 1 | 0.00% | 0.06% | 0.28% | Q2 2018 | Q3 2023 | 13 |
OneDigital Investment Advisors LLC | 12 | 1 | 0.02% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 13 |
BAROMETER CAPITAL MANAGEMENT INC. | 7 | 1 | 0.05% | 0.21% | 0.39% | Q1 2017 | Q3 2023 | 13 |
STRATEGY ASSET MANAGERS LLC | 6 | 1 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q3 2023 | 13 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.15% | 0.25% | Q2 2019 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.08% | 0.36% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.16% | 0.61% | 1.11% | Q3 2020 | Q3 2023 | 13 |
Integrated Wealth Concepts LLC | 12 | 1 | 0.01% | 0.23% | 0.41% | Q1 2019 | Q3 2023 | 13 |
CIBC WORLD MARKET INC. | 10 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 2 | 0.08% | 0.21% | 0.88% | Q1 2020 | Q3 2023 | 13 |
Claraphi Advisory Network, LLC | 6 | 1 | 0.08% | 0.26% | 0.67% | Q4 2017 | Q4 2022 | 13 |
Jaffetilchin Investment Partners, LLC | 13 | 13 | 0.05% | 0.72% | 1.17% | Q3 2020 | Q3 2023 | 13 |
LINCOLN NATIONAL CORP | 12 | 1 | 0.01% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 13 |
MAI Capital Management | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WealthPLAN Partners, LLC | 8 | 4 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q4 2023 | 12 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 1 | 0.02% | 0.11% | 0.40% | Q2 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.17% | 0.25% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.94% | 1.21% | 1.68% | Q4 2020 | Q3 2023 | 12 |
Total Clarity Wealth Management, Inc. | 12 | 12 | 0.26% | 1.29% | 3.17% | Q4 2020 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.46% | 0.84% | 1.02% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.02% | 0.40% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.12% | 5.41% | 9.37% | Q3 2020 | Q2 2023 | 12 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 12 |
Atria Investments, Inc | 10 | 1 | 0.02% | 0.09% | 0.23% | Q2 2019 | Q3 2023 | 12 |
PFG Advisors | 12 | 12 | 0.04% | 0.62% | 0.97% | Q4 2020 | Q3 2023 | 12 |
Key FInancial Inc | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Purus Wealth Management, LLC | 12 | 12 | 1.63% | 2.05% | 2.41% | Q4 2020 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.05% | 0.66% | 1.03% | Q4 2020 | Q3 2023 | 12 |
Mutual Advisors, LLC | 12 | 12 | 0.02% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Crumly & Associates Inc. | 12 | 12 | 0.96% | 2.96% | 4.00% | Q4 2020 | Q3 2023 | 12 |
Simplicity Solutions, LLC | 7 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.05% | 0.80% | 1.09% | Q4 2020 | Q3 2023 | 12 |
SIGNATUREFD, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
PSI Advisors, LLC | 11 | 11 | 0.20% | 1.25% | 2.43% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.08% | 0.13% | 0.19% | Q1 2021 | Q3 2023 | 11 |
US FINANCIAL ADVISORS, LLC | 11 | 11 | 0.93% | 2.64% | 3.41% | Q1 2021 | Q3 2023 | 11 |
BOURGEON CAPITAL MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Western Wealth Management, LLC | 8 | 1 | 0.47% | 2.12% | 3.09% | Q4 2019 | Q3 2023 | 11 |
Strategic Blueprint, LLC | 10 | 1 | 0.04% | 0.19% | 0.29% | Q3 2019 | Q3 2023 | 11 |
HBW ADVISORY SERVICES LLC | 11 | 11 | 0.09% | 0.26% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Concorde Asset Management, LLC | 11 | 11 | 0.14% | 1.91% | 5.95% | Q1 2021 | Q3 2023 | 11 |
BANK HAPOALIM BM | 11 | 11 | 0.05% | 0.13% | 0.18% | Q2 2017 | Q4 2019 | 11 |
Golden State Wealth Management, LLC | 7 | 1 | 0.14% | 0.22% | 0.33% | Q1 2019 | Q1 2022 | 11 |
Founders Financial Alliance, LLC | 11 | 11 | 0.05% | 0.10% | 0.13% | Q1 2021 | Q3 2023 | 11 |
FOUNDERS FINANCIAL SECURITIES LLC | 11 | 11 | 0.08% | 0.19% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Lineweaver Wealth Advisors, LLC | 11 | 11 | 0.90% | 0.96% | 1.04% | Q1 2021 | Q3 2023 | 11 |
Parkside Financial Bank & Trust | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
COMERICA SECURITIES,INC. | 11 | 11 | 0.16% | 0.37% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Clear Creek Financial Management, LLC | 9 | 1 | 0.04% | 0.17% | 0.32% | Q3 2019 | Q3 2023 | 11 |
Braun-Bostich & Associates Inc. | 11 | 11 | 2.20% | 2.99% | 6.67% | Q4 2020 | Q2 2023 | 11 |
Clarus Wealth Advisors | 7 | 4 | 0.01% | 0.28% | 0.47% | Q2 2018 | Q2 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Ascension Capital Advisors, Inc. | 11 | 11 | 5.74% | 14.45% | 19.78% | Q1 2021 | Q3 2023 | 11 |
Altus Wealth Group LLC | 10 | 1 | 0.01% | 0.37% | 0.44% | Q4 2020 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.02% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Bank of New York Mellon Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Gladstone Institutional Advisory LLC | 11 | 11 | 0.05% | 0.32% | 0.80% | Q1 2021 | Q3 2023 | 11 |
ASSETMARK, INC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.01% | 0.37% | 1.81% | Q4 2020 | Q3 2023 | 10 |
Fortress Wealth Group, LLC | 10 | 10 | 0.42% | 6.93% | 11.84% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.46% | 1.33% | 1.99% | Q1 2021 | Q3 2023 | 10 |
Pinnacle Family Advisors, LLC | 10 | 10 | 0.22% | 0.33% | 0.44% | Q2 2021 | Q3 2023 | 10 |
Mayflower Financial Advisors, LLC | 10 | 10 | 0.04% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Echo Wealth Management, LLC | 10 | 10 | 0.48% | 6.54% | 13.22% | Q1 2021 | Q2 2023 | 10 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Onyx Bridge Wealth Group LLC | 10 | 10 | 0.09% | 0.31% | 0.57% | Q2 2021 | Q3 2023 | 10 |
Aurora Private Wealth, Inc. | 10 | 10 | 0.22% | 0.59% | 0.96% | Q2 2021 | Q3 2023 | 10 |
Perennial Investment Advisors, LLC | 10 | 10 | 0.08% | 0.18% | 0.33% | Q2 2021 | Q3 2023 | 10 |
Sowell Financial Services LLC | 5 | 5 | 0.01% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 10 |
BlackRock Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 10 |
Keystone Financial Group | 8 | 2 | 0.28% | 1.20% | 1.54% | Q1 2021 | Q3 2023 | 10 |
Legacy Capital Wealth Partners, LLC | 10 | 10 | 3.16% | 6.31% | 7.54% | Q2 2021 | Q3 2023 | 10 |
RFG Advisory, LLC | 7 | 3 | 0.02% | 0.25% | 0.53% | Q4 2018 | Q3 2023 | 10 |
Valmark Advisers, Inc. | 10 | 10 | 0.17% | 0.21% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Bancorp, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Integrated Advisors Network LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
BEACON FINANCIAL GROUP | 10 | 10 | 0.64% | 0.93% | 1.17% | Q2 2021 | Q3 2023 | 10 |
Capital Asset Advisory Services LLC | 10 | 10 | 0.16% | 0.19% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Avior Wealth Management, LLC | 10 | 10 | 0.00% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
COZAD ASSET MANAGEMENT INC | 10 | 10 | 0.04% | 0.39% | 0.59% | Q2 2021 | Q3 2023 | 10 |
Keebeck Wealth Management, LLC | 10 | 10 | 0.05% | 2.04% | 2.69% | Q2 2021 | Q3 2023 | 10 |
Laurel Wealth Advisors, Inc. | 5 | 2 | 0.08% | 0.44% | 0.77% | Q3 2019 | Q4 2022 | 10 |
Flaharty Asset Management, LLC | 10 | 10 | 0.20% | 0.35% | 0.51% | Q2 2021 | Q3 2023 | 10 |
Capital Analysts, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 8 | 2 | 0.00% | 0.05% | 0.13% | Q1 2020 | Q3 2023 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 10 | 0.01% | 0.21% | 0.35% | Q2 2021 | Q3 2023 | 10 |
BB&T SECURITIES, LLC | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2019 | 10 |
WFG Advisors, LP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2017 | 9 |
1776 Wealth LLC | 4 | 2 | 0.01% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 9 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 9 | 9 | 0.19% | 2.76% | 3.89% | Q1 2021 | Q1 2023 | 9 |
Principle Wealth Partners LLC | 9 | 9 | 0.03% | 0.31% | 1.04% | Q3 2021 | Q3 2023 | 9 |
WESPAC Advisors, LLC | 9 | 9 | 0.55% | 0.96% | 1.84% | Q4 2019 | Q4 2021 | 9 |
SMITH, MOORE & CO. | 9 | 9 | 0.04% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Chicago Partners Investment Group LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Mattern Wealth Management LLC | 9 | 9 | 0.12% | 2.23% | 5.30% | Q3 2021 | Q3 2023 | 9 |
San Luis Wealth Advisors LLC | 9 | 9 | 0.44% | 0.96% | 1.58% | Q3 2021 | Q3 2023 | 9 |
Sandy Spring Bank | 9 | 9 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
CENTRAL TRUST Co | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
HM PAYSON & CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.30% | 0.33% | 0.38% | Q3 2021 | Q3 2023 | 9 |
IAG Wealth Partners, LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.38% | 0.51% | 0.59% | Q3 2021 | Q3 2023 | 9 |
Dynamic Advisor Solutions LLC | 7 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Walkner Condon Financial Advisors LLC | 9 | 9 | 0.29% | 1.28% | 2.03% | Q3 2021 | Q3 2023 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 9 |
Alta Wealth Advisors LLC | 9 | 9 | 0.39% | 3.09% | 3.72% | Q3 2021 | Q3 2023 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Milestone Advisory Partners | 9 | 9 | 1.98% | 2.78% | 3.62% | Q4 2017 | Q4 2019 | 9 |
Beacon Financial Advisory LLC | 9 | 9 | 0.20% | 0.87% | 1.39% | Q3 2021 | Q3 2023 | 9 |
Tranquility Partners, LLC | 9 | 9 | 0.14% | 0.20% | 0.26% | Q3 2021 | Q3 2023 | 9 |
GeoWealth Management, LLC | 5 | 2 | 0.02% | 0.31% | 1.53% | Q4 2019 | Q3 2023 | 9 |
SYNOVUS FINANCIAL CORP | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 9 |
Invst, LLC | 9 | 9 | 1.10% | 1.28% | 1.47% | Q3 2021 | Q3 2023 | 9 |
WealthTrust Asset Management, LLC | 9 | 9 | 0.16% | 0.22% | 0.25% | Q3 2021 | Q3 2023 | 9 |
CITY HOLDING CO | 9 | 9 | 0.07% | 0.21% | 0.27% | Q3 2021 | Q3 2023 | 9 |
Certified Advisory Corp | 5 | 4 | 0.00% | 0.05% | 0.14% | Q2 2019 | Q3 2023 | 9 |
Continuum Advisory, LLC | 9 | 9 | 0.05% | 0.13% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Crewe Advisors LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Walker Asset Management, LLC | 9 | 9 | 0.70% | 0.80% | 0.94% | Q4 2021 | Q4 2023 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 9 | 9 | 0.14% | 0.43% | 1.03% | Q3 2021 | Q3 2023 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
American Financial Advisors, LLC | 5 | 4 | 0.12% | 0.19% | 0.22% | Q2 2021 | Q3 2023 | 9 |
Asset Dedication, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
tru Independence LLC | 9 | 9 | 0.06% | 0.36% | 0.93% | Q3 2021 | Q3 2023 | 9 |
Element Wealth, LLC | 9 | 9 | 0.03% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Renaissance Technologies | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 9 | 9 | 0.19% | 1.17% | 2.68% | Q3 2021 | Q3 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.58% | 0.61% | 0.67% | Q3 2021 | Q3 2023 | 9 |
DAVENPORT & Co LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 9 |
Waterfront Wealth Inc. | 9 | 9 | 0.15% | 0.21% | 0.28% | Q3 2021 | Q3 2023 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 9 | 0.00% | 0.04% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Virtue Capital Management, LLC | 9 | 9 | 0.10% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 9 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 5.58% | 5.93% | 6.23% | Q4 2021 | Q3 2023 | 8 |
Triumph Capital Management | 6 | 2 | 0.85% | 1.30% | 2.37% | Q2 2021 | Q3 2023 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 2.65% | 5.07% | 5.74% | Q4 2021 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.03% | 0.89% | 3.37% | Q4 2021 | Q3 2023 | 8 |
Wolf Group Capital Advisors | 8 | 8 | 1.31% | 1.69% | 2.06% | Q4 2021 | Q3 2023 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.20% | 0.28% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Wealth Management Advisory Group, LLC | 8 | 8 | 0.11% | 0.32% | 0.48% | Q4 2021 | Q3 2023 | 8 |
WADE G W & INC | 6 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.27% | 16.84% | 26.80% | Q4 2021 | Q3 2023 | 8 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 8 | 8 | 0.48% | 1.22% | 2.02% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.69% | 0.77% | 0.85% | Q4 2021 | Q3 2023 | 8 |
Greenwich Wealth Management LLC | 8 | 8 | 0.04% | 0.19% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Stonebridge Financial Planning Group, LLC | 4 | 2 | 0.01% | 0.09% | 0.30% | Q4 2019 | Q3 2023 | 8 |
Atlas Private Wealth Advisors | 7 | 1 | 0.01% | 0.17% | 0.24% | Q3 2021 | Q3 2023 | 8 |
Vestmark Advisory Solutions, Inc. | 8 | 8 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q2 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Betterment LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Southland Equity Partners LLC | 8 | 8 | 0.11% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.34% | 0.39% | 0.49% | Q4 2021 | Q3 2023 | 8 |
RiverTree Advisors, LLC | 8 | 8 | 4.05% | 4.72% | 5.59% | Q4 2020 | Q3 2022 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Insight Advisors, LLC/ PA | 8 | 8 | 0.08% | 0.25% | 0.33% | Q1 2021 | Q4 2022 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.74% | 4.36% | 5.72% | Q4 2021 | Q3 2023 | 8 |
Pitti Group Wealth Management, LLC | 8 | 8 | 1.33% | 1.42% | 1.49% | Q4 2021 | Q3 2023 | 8 |
Aft, Forsyth & Sober, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q4 2015 | 8 |
FORTE CAPITAL LLC /ADV | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 4 | 1 | 0.02% | 0.12% | 0.27% | Q4 2018 | Q3 2021 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.37% | 0.51% | 0.61% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 1.11% | 1.68% | 2.08% | Q4 2021 | Q3 2023 | 8 |
Stratos Wealth Advisors, LLC | 7 | 1 | 0.02% | 0.19% | 0.30% | Q2 2021 | Q3 2023 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.51% | 0.60% | 0.67% | Q4 2021 | Q3 2023 | 8 |
LifePro Asset Management | 8 | 8 | 0.16% | 0.42% | 0.60% | Q4 2021 | Q3 2023 | 8 |
KCM INVESTMENT ADVISORS LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q1 2017 | 8 |
TBH Global Asset Management, LLC | 8 | 8 | 0.82% | 1.62% | 2.23% | Q4 2021 | Q3 2023 | 8 |
LVZ, Inc. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.14% | 0.30% | 0.44% | Q4 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 0.52% | 3.80% | 7.97% | Q4 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.47% | 0.69% | 0.99% | Q4 2021 | Q3 2023 | 8 |
PARK AVENUE SECURITIES LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.15% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.10% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
TD Capital Management LLC | 8 | 8 | 0.00% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.97% | 4.04% | 4.86% | Q4 2021 | Q3 2023 | 8 |
Private Portfolio Partners LLC | 8 | 8 | 0.09% | 0.25% | 0.34% | Q4 2021 | Q3 2023 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 0.30% | 0.58% | 1.16% | Q4 2021 | Q3 2023 | 8 |
NORTHWEST WEALTH MANAGEMENT, LLC | 6 | 2 | 0.07% | 0.19% | 0.27% | Q1 2017 | Q1 2019 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.02% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.02% | 0.05% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Stegent Equity Advisors, Inc. | 8 | 8 | 0.68% | 1.43% | 2.61% | Q4 2021 | Q3 2023 | 8 |
Moloney Securities Asset Management, LLC | 8 | 8 | 0.12% | 0.20% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Perigon Wealth Management, LLC | 7 | 1 | 0.02% | 0.04% | 0.06% | Q3 2011 | Q3 2023 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AFT, FORSYTH & COMPANY, INC. | 4 | 4 | 0.11% | 0.15% | 0.18% | Q2 2021 | Q3 2023 | 8 |
PINNACLE ASSOCIATES LTD | 8 | 8 | 0.02% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Jackson Wealth Management, LLC | 5 | 3 | 0.01% | 0.09% | 0.25% | Q1 2021 | Q1 2023 | 8 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 1 | 3.53% | 6.12% | 9.62% | Q1 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 2.25% | 3.32% | Q4 2021 | Q3 2023 | 8 |
HBK Sorce Advisory LLC | 5 | 3 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Merit Financial Group, LLC | 8 | 8 | 0.03% | 0.09% | 0.27% | Q4 2021 | Q3 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.37% | 0.94% | 2.18% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Objective Capital Management, LLC | 8 | 8 | 0.18% | 0.67% | 0.93% | Q4 2021 | Q3 2023 | 8 |
BROWN ADVISORY INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CreativeOne Wealth, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 7 |
BOKF, NA | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HOWARD FINANCIAL SERVICES, LTD. | 7 | 7 | 0.14% | 1.16% | 1.84% | Q1 2022 | Q3 2023 | 7 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 7 |
DHJJ Financial Advisors, Ltd. | 7 | 7 | 0.11% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Red Door Wealth Management, LLC | 7 | 7 | 0.07% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 7 |
Smithfield Trust Co | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 7 | 7 | 1.23% | 1.27% | 1.36% | Q1 2022 | Q3 2023 | 7 |
COLUMBIA ADVISORY PARTNERS LLC | 7 | 7 | 0.27% | 0.46% | 0.68% | Q1 2022 | Q3 2023 | 7 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Biltmore Capital Advisors LLC | 7 | 7 | 0.07% | 0.10% | 0.13% | Q2 2020 | Q4 2021 | 7 |
FDx Advisors, Inc. | 7 | 7 | 0.20% | 0.79% | 1.50% | Q1 2022 | Q3 2023 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.02% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 7 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Genesee Capital Advisors, LLC | 7 | 7 | 3.08% | 3.96% | 8.24% | Q1 2022 | Q3 2023 | 7 |
StoneX Group Inc. | 4 | 3 | 0.07% | 0.60% | 0.96% | Q1 2021 | Q3 2023 | 7 |
MSI Financial Services Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2016 | 7 |
EWG Elevate Inc. | 7 | 7 | 0.13% | 3.23% | 5.30% | Q3 2021 | Q1 2023 | 7 |
Aspire Capital Advisors LLC | 7 | 7 | 2.77% | 3.52% | 5.27% | Q1 2022 | Q3 2023 | 7 |
Capital Square, LLC | 7 | 7 | 0.14% | 0.20% | 0.24% | Q4 2021 | Q2 2023 | 7 |
Sanchez Wealth Management Group | 7 | 7 | 2.22% | 5.05% | 6.62% | Q1 2022 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
AVIANCE CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.51% | 1.32% | Q3 2017 | Q1 2019 | 7 |
Allworth Financial LP | 7 | 7 | 0.01% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 7 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.17% | 0.21% | 0.24% | Q1 2022 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.79% | 1.42% | 1.83% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.28% | 0.42% | 0.61% | Q1 2022 | Q3 2023 | 7 |
REGATTA CAPITAL GROUP, LLC | 7 | 7 | 4.45% | 4.86% | 5.44% | Q1 2022 | Q3 2023 | 7 |
Arete Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Weitzel Financial Services, Inc. | 7 | 7 | 2.78% | 3.46% | 3.68% | Q1 2022 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 1.25% | 1.46% | 1.95% | Q1 2022 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.60% | 0.76% | 1.04% | Q1 2022 | Q3 2023 | 7 |
Zullo Investment Group, Inc. | 7 | 7 | 0.13% | 0.19% | 0.24% | Q1 2022 | Q3 2023 | 7 |
HHM Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
SFI Advisors, LLC | 7 | 7 | 2.74% | 4.00% | 4.42% | Q4 2021 | Q2 2023 | 7 |
Stockman Wealth Management, Inc. | 7 | 7 | 0.07% | 0.10% | 0.12% | Q1 2021 | Q3 2022 | 7 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 7 | 7 | 1.75% | 2.47% | 3.26% | Q1 2022 | Q3 2023 | 7 |
SRS Capital Advisors, Inc. | 7 | 7 | 1.16% | 1.31% | 1.39% | Q1 2022 | Q3 2023 | 7 |
Alliance Wealth Advisors, LLC | 7 | 7 | 1.40% | 1.49% | 1.55% | Q1 2022 | Q3 2023 | 7 |
New England Private Wealth Advisors LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q4 2019 | 7 |
HFG Advisors, Inc. | 7 | 7 | 4.12% | 4.40% | 4.93% | Q1 2022 | Q3 2023 | 7 |
Sequent Asset Management, LLC | 7 | 7 | 0.40% | 0.52% | 0.64% | Q1 2022 | Q3 2023 | 7 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2016 | 7 |
SUTTON PLACE INVESTORS LLC | 7 | 7 | 1.03% | 1.32% | 1.78% | Q4 2021 | Q2 2023 | 7 |
WESPAC Advisors SoCal, LLC | 7 | 7 | 0.58% | 0.68% | 0.82% | Q1 2022 | Q3 2023 | 7 |
AFFINITY WEALTH MANAGEMENT LLC | 6 | 1 | 3.54% | 4.89% | 5.77% | Q2 2021 | Q3 2023 | 7 |
Belpointe Asset Management LLC | 6 | 1 | 0.01% | 0.13% | 0.23% | Q2 2021 | Q1 2023 | 7 |
V Wealth Advisors LLC | 7 | 7 | 0.04% | 0.08% | 0.15% | Q4 2021 | Q2 2023 | 7 |
Bickling Financial Services, Inc. | 7 | 7 | 1.12% | 1.93% | 2.44% | Q2 2021 | Q4 2022 | 7 |
WIN ADVISORS, INC | 5 | 2 | 0.02% | 1.38% | 4.32% | Q4 2021 | Q3 2023 | 7 |
Peterson Wealth Advisors, LLC | 7 | 7 | 0.16% | 0.18% | 0.20% | Q2 2018 | Q4 2019 | 7 |
Castleview Partners, LLC | 7 | 7 | 0.18% | 0.26% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Crown Wealth Group, LLC | 7 | 7 | 0.23% | 0.43% | 1.27% | Q4 2021 | Q2 2023 | 7 |
SII INVESTMENTS INC/WI | 6 | 1 | 0.02% | 0.28% | 0.44% | Q3 2015 | Q4 2017 | 7 |
BELLEVUE ASSET MANAGEMENT, LLC | 7 | 7 | 2.26% | 2.48% | 2.74% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 6 | 6 | 0.13% | 2.44% | 5.45% | Q4 2021 | Q1 2023 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
DAGCO, INC. | 6 | 6 | 0.29% | 0.34% | 0.38% | Q2 2022 | Q3 2023 | 6 |
CALTON & ASSOCIATES, INC. | 3 | 3 | 0.05% | 0.10% | 0.19% | Q3 2021 | Q2 2023 | 6 |
Apexium Financial, LP | 6 | 6 | 0.13% | 0.17% | 0.18% | Q2 2022 | Q3 2023 | 6 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.18% | 0.36% | 0.52% | Q4 2021 | Q3 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.10% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 6 |
INSPIRION WEALTH ADVISORS, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 6 |
Foundations Investment Advisors, LLC | 6 | 6 | 0.01% | 0.14% | 0.26% | Q2 2022 | Q3 2023 | 6 |
SignalPoint Asset Management, LLC | 6 | 6 | 0.35% | 0.55% | 0.75% | Q1 2022 | Q2 2023 | 6 |
XML Financial, LLC | 6 | 6 | 0.06% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Wellington Shields & Co., LLC | 4 | 2 | 0.11% | 0.17% | 0.24% | Q2 2020 | Q4 2021 | 6 |
DEUTSCHE BANK AG\ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 6 |
Kowal Investment Group, LLC | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Lloyd Advisory Services, LLC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 6 |
ACG Wealth | 4 | 2 | 0.03% | 0.07% | 0.08% | Q4 2019 | Q3 2022 | 6 |
Forum Private Client Group LLC | 6 | 6 | 0.16% | 0.19% | 0.22% | Q1 2022 | Q2 2023 | 6 |
Lion Street Advisors, LLC | 3 | 1 | 0.14% | 0.28% | 0.37% | Q4 2021 | Q3 2023 | 6 |
Laidlaw Wealth Management LLC | 6 | 6 | 0.05% | 0.10% | 0.15% | Q1 2022 | Q2 2023 | 6 |
OneAscent Financial Services LLC | 6 | 6 | 0.12% | 0.28% | 0.64% | Q2 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q2 2023 | 6 |
Intrua Financial, LLC | 6 | 6 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q1 2023 | 6 |
Consolidated Planning Corp | 6 | 6 | 0.53% | 0.73% | 1.37% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.18% | 0.20% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Triton Wealth Management, PLLC | 6 | 6 | 0.12% | 0.15% | 0.20% | Q2 2021 | Q3 2022 | 6 |
Sterling Manor Financial, LLC | 6 | 6 | 0.21% | 3.25% | 8.78% | Q4 2020 | Q1 2022 | 6 |
Beck Bode, LLC | 6 | 6 | 1.71% | 1.86% | 1.97% | Q2 2022 | Q3 2023 | 6 |
Concentrum Wealth Management | 5 | 5 | 0.45% | 1.48% | 1.98% | Q2 2022 | Q2 2023 | 5 |
Redhawk Wealth Advisors, Inc. | 3 | 1 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q1 2022 | 5 |
Mach-1 Financial Group, LLC | 3 | 2 | 0.09% | 0.25% | 0.77% | Q2 2022 | Q3 2023 | 5 |
SeaCrest Wealth Management, LLC | 5 | 5 | 0.04% | 0.08% | 0.10% | Q2 2021 | Q2 2022 | 5 |
Patriot Financial Group Insurance Agency, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q4 2022 | 5 |
TOWNSQUARE CAPITAL LLC | 5 | 5 | 0.00% | 0.10% | 0.27% | Q1 2022 | Q1 2023 | 5 |
Ellsworth Advisors, LLC | 5 | 5 | 0.19% | 0.23% | 0.28% | Q3 2022 | Q3 2023 | 5 |
FLOW TRADERS U.S. LLC | 3 | 2 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q4 2022 | 5 |
Icon Wealth Partners, LLC | 4 | 1 | 0.02% | 0.09% | 0.14% | Q3 2021 | Q1 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.78% | 0.82% | 0.86% | Q3 2022 | Q3 2023 | 5 |
Independent Wealth Network Inc. | 5 | 5 | 0.14% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 3.24% | 3.67% | 3.92% | Q3 2022 | Q3 2023 | 5 |
Petix & Botte Co | 3 | 1 | 0.08% | 0.18% | 0.21% | Q1 2022 | Q3 2023 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Strategic Family Wealth Counselors, L.L.C. | 5 | 5 | 0.13% | 0.16% | 0.20% | Q3 2022 | Q3 2023 | 5 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 3 | 2 | 0.14% | 0.15% | 0.15% | Q2 2019 | Q3 2020 | 5 |
Bartlett & Co. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
EdgeRock Capital LLC | 5 | 5 | 0.16% | 0.22% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 5 |
PERSONAL CFO SOLUTIONS, LLC | 5 | 5 | 0.05% | 0.12% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Colonial River Wealth Management, LLC | 5 | 5 | 0.16% | 0.30% | 0.36% | Q4 2021 | Q4 2022 | 5 |
Nadler Financial Group, Inc. | 5 | 5 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Global Trust Asset Management, LLC | 4 | 1 | 0.00% | 0.04% | 0.18% | Q4 2019 | Q3 2022 | 5 |
F3Logic, LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Eudaimonia Partners, LLC | 4 | 1 | 0.01% | 0.04% | 0.17% | Q2 2020 | Q3 2023 | 5 |
Holloway Wealth Management, LLC | 5 | 5 | 1.89% | 2.07% | 2.26% | Q1 2021 | Q1 2022 | 5 |
PACIFIC SUN FINANCIAL CORP | 4 | 1 | 0.13% | 0.18% | 0.22% | Q1 2022 | Q2 2023 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 0.33% | 0.40% | 0.44% | Q4 2021 | Q4 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q4 2022 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.56% | 0.98% | 1.40% | Q4 2021 | Q4 2022 | 5 |
Leelyn Smith, LLC | 3 | 1 | 0.00% | 0.06% | 0.16% | Q2 2021 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Moors & Cabot, Inc. | 3 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 5 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
WealthBridge Capital Management, LLC | 4 | 4 | 0.09% | 0.26% | 0.41% | Q2 2021 | Q1 2022 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Ergawealth Advisors, Inc. | 4 | 4 | 4.40% | 5.33% | 6.48% | Q4 2022 | Q3 2023 | 4 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Asset Allocation Strategies LLC | 4 | 4 | 2.91% | 3.33% | 4.38% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.38% | 0.48% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.14% | 0.28% | 0.46% | Q4 2022 | Q3 2023 | 4 |
PRUDENTIAL PLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 4 |
Pensionmark Financial Group, LLC | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q3 2022 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.50% | 0.57% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Fee-Only Financial Planning, L.C. | 4 | 4 | 0.21% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 2.93% | 3.85% | 4.37% | Q4 2022 | Q3 2023 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.38% | 0.43% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Mainsail Financial Group, LLC | 4 | 4 | 2.81% | 2.90% | 3.09% | Q4 2022 | Q3 2023 | 4 |
Owen LaRue, LLC | 4 | 4 | 0.30% | 0.38% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 1.67% | 2.07% | 2.53% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.21% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Sound Income Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
Hudock, Inc. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q4 2022 | 4 |
Creative Planning | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.68% | 0.80% | 0.99% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 4 |
Oder Investment Management, LLC | 4 | 4 | 0.26% | 0.29% | 0.32% | Q1 2022 | Q4 2022 | 4 |
Hilltop Holdings Inc. | 3 | 1 | 0.03% | 0.16% | 0.27% | Q3 2018 | Q3 2023 | 4 |
Xcel Wealth Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.96% | 1.03% | 1.06% | Q4 2022 | Q3 2023 | 4 |
OneAscent Wealth Management LLC | 3 | 1 | 0.20% | 0.32% | 0.39% | Q1 2022 | Q3 2023 | 4 |
SAXON INTERESTS, INC. | 4 | 4 | 1.21% | 2.09% | 2.99% | Q4 2021 | Q3 2022 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 1.43% | 1.53% | 1.70% | Q4 2022 | Q3 2023 | 4 |
Pacifica Partners Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
AJ Advisors, LLC | 4 | 4 | 4.26% | 4.43% | 4.77% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.60% | 0.85% | 1.10% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.04% | 1.68% | 6.55% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.22% | 0.28% | 0.42% | Q4 2020 | Q3 2021 | 4 |
Axiom Investment Management LLC | 3 | 1 | 0.01% | 0.33% | 0.49% | Q2 2021 | Q3 2022 | 4 |
BREITER CAPITAL MANAGEMENT INC | 4 | 4 | 1.10% | 1.17% | 1.28% | Q2 2021 | Q1 2022 | 4 |
FREEDOM WEALTH ALLIANCE, LLC | 4 | 4 | 0.84% | 1.02% | 1.18% | Q4 2022 | Q3 2023 | 4 |
BCGM Wealth Management, LLC | 4 | 4 | 0.38% | 0.99% | 2.67% | Q1 2021 | Q4 2021 | 4 |
ODonnell Financial Services, LLC | 4 | 4 | 0.48% | 12.04% | 17.56% | Q3 2021 | Q2 2022 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.19% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Anfield Capital Management, LLC | 3 | 1 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q4 2022 | 4 |
IBEX WEALTH ADVISORS | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.22% | 0.33% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Advisor Resource Council | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q2 2022 | 3 |
ARS Wealth Advisors Group, LLC | 3 | 3 | 0.23% | 0.48% | 0.74% | Q2 2022 | Q4 2022 | 3 |
Allen Capital Group, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q3 2022 | 3 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 3 | 1.03% | 1.11% | 1.22% | Q4 2021 | Q2 2022 | 3 |
OPTIMUM INVESTMENT ADVISORS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 3 |
QCI ASSET MANAGEMENT INC/NY | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Bullseye Investment Management, LLC | 2 | 1 | 1.50% | 2.48% | 3.96% | Q4 2021 | Q1 2023 | 3 |
PRW Wealth Management LLC | 3 | 3 | 1.63% | 1.97% | 2.21% | Q3 2021 | Q1 2022 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.09% | 1.02% | 1.52% | Q4 2021 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q2 2022 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q1 2022 | 3 |
TrueWealth Advisors, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q1 2022 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 7.62% | 8.05% | 8.34% | Q1 2023 | Q3 2023 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q4 2022 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 1.09% | 1.10% | 1.11% | Q1 2023 | Q3 2023 | 3 |
Magnus Financial Group LLC | 3 | 3 | 0.04% | 0.14% | 0.19% | Q1 2022 | Q3 2022 | 3 |
Prosperity Financial Group, Inc. | 3 | 3 | 0.29% | 0.31% | 0.32% | Q4 2022 | Q2 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.78% | 0.95% | 1.21% | Q1 2023 | Q3 2023 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.16% | 0.34% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Bedel Financial Consulting, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2022 | 3 |
Advisory Alpha, LLC | 3 | 3 | 0.20% | 0.42% | 0.56% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Solano Wealth Management, Inc. | 3 | 3 | 9.69% | 9.85% | 10.15% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Secure Asset Management, LLC | 3 | 3 | 2.27% | 2.96% | 3.63% | Q4 2021 | Q2 2022 | 3 |
FundX Investment Group, LLC | 3 | 3 | 5.07% | 7.01% | 10.39% | Q2 2021 | Q4 2021 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 1.56% | 1.70% | 1.78% | Q1 2023 | Q3 2023 | 3 |
L & S Advisors Inc | 3 | 3 | 0.08% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.03% | 0.07% | 0.11% | Q1 2021 | Q3 2021 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
B. Riley Financial, Inc. | 3 | 3 | 0.46% | 0.52% | 0.56% | Q4 2017 | Q2 2018 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Waverly Advisors, LLC | 2 | 1 | 0.01% | 0.16% | 0.25% | Q4 2022 | Q3 2023 | 3 |
Investors Financial Group, LLC | 3 | 3 | 0.52% | 0.70% | 0.80% | Q2 2021 | Q4 2021 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 3.90% | 4.06% | 4.20% | Q1 2022 | Q3 2022 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.71% | 0.83% | 0.97% | Q1 2023 | Q3 2023 | 3 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q4 2022 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
BKA Wealth Consulting, Inc. | 2 | 2 | 5.75% | 6.01% | 6.26% | Q1 2022 | Q2 2022 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.08% | 0.15% | Q4 2022 | Q2 2023 | 2 |
M Holdings Securities, Inc. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 2 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 2 | 2 | 2.19% | 2.39% | 2.59% | Q1 2022 | Q2 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2022 | Q4 2022 | 2 |
Hamilton Wealth, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q3 2022 | Q4 2022 | 2 |
PURSUE WEALTH PARTNERS LLC | 2 | 2 | 0.26% | 0.30% | 0.34% | Q2 2022 | Q3 2022 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 2 |
True Capital Management | 2 | 2 | 0.25% | 0.29% | 0.32% | Q4 2022 | Q1 2023 | 2 |
Brown Advisory Securities, LLC | 2 | 2 | 0.11% | 0.13% | 0.16% | Q4 2021 | Q1 2022 | 2 |
DCM Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Mezzasalma Advisors, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
UBS ASSET MANAGEMENT AMERICAS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.06% | 0.13% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cardan Capital Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Brendel Financial Advisors LLC | 2 | 2 | 0.48% | 0.56% | 0.65% | Q4 2021 | Q1 2022 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
MBA Advisors LLC | 2 | 2 | 0.13% | 0.43% | 0.72% | Q4 2021 | Q1 2022 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.50% | 0.58% | 0.67% | Q4 2022 | Q1 2023 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Elevated Capital Advisors, LLC | 2 | 2 | 0.33% | 0.71% | 1.08% | Q2 2023 | Q3 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q1 2021 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
VISTA CAPITAL PARTNERS, INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Blue Sky Asset Management, LLC | 1 | 1 | 1.56% | 3.03% | 4.49% | Q4 2019 | Q2 2020 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
LYNCH & ASSOCIATES/IN | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2023 | Q4 2023 | 2 |
Financial Futures Ltd Liability Co. | 2 | 2 | 4.01% | 4.29% | 4.56% | Q4 2021 | Q1 2022 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 2 |
NATIONAL PLANNING CORP | 2 | 2 | 0.10% | 0.11% | 0.13% | Q2 2017 | Q3 2017 | 2 |
Gallacher Capital Management LLC | 2 | 2 | 0.14% | 0.21% | 0.28% | Q4 2022 | Q1 2023 | 2 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.29% | 0.34% | 0.40% | Q4 2022 | Q1 2023 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.69% | 0.88% | 1.07% | Q4 2021 | Q1 2022 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2022 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q1 2020 | Q2 2020 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.72% | 0.78% | 0.83% | Q4 2022 | Q3 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Burleson & Company, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Next Level Private LLC | 2 | 2 | 0.69% | 1.12% | 1.54% | Q2 2023 | Q3 2023 | 2 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
One Capital Management, LLC | 2 | 2 | 0.02% | 0.57% | 1.12% | Q1 2022 | Q2 2022 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 2.07% | 2.20% | 2.32% | Q4 2022 | Q1 2023 | 2 |
TFB Advisors LLC | 2 | 2 | 0.80% | 1.22% | 1.64% | Q2 2023 | Q3 2023 | 2 |
Naviter Wealth, LLC | 2 | 2 | 1.72% | 1.80% | 1.89% | Q2 2023 | Q3 2023 | 2 |
Ergoteles LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.58% | 0.62% | 0.66% | Q4 2021 | Q1 2022 | 2 |
TruWealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
Tidal Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Presidio Capital Management, LLC | 2 | 2 | 16.22% | 17.10% | 17.97% | Q4 2021 | Q1 2022 | 2 |
Strategic Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2022 | Q4 2022 | 2 |
SMITH SHELLNUT WILSON LLC /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.00% | 0.61% | 1.22% | Q2 2018 | Q3 2018 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q1 2023 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Warwick Investment Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Financial Services Advisory Inc | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Winthrop Advisory Group LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Cypress Capital Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
PFG Investments, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 6.47% | 6.47% | 6.47% | Q4 2021 | Q4 2021 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ruggie Capital Group | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 3.54% | 3.54% | 3.54% | Q4 2019 | Q4 2019 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
GSG Advisors LLC | 1 | 1 | 2.30% | 2.30% | 2.30% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Atlas Wealth LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
First Command Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
LOWE BROCKENBROUGH & CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Retireful, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2023 | Q2 2023 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
EUDAIMONIA ADVISORS LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MRA Advisory Group | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2020 | Q4 2020 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 2.99% | 2.99% | 2.99% | Q4 2020 | Q4 2020 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
KRAFT ASSET MANAGEMENT, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
EQUITABLE TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Kraft, Davis & Associates, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2018 | Q1 2018 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GABLES CAPITAL MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
American Trust | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Clean Yield Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
USCA RIA LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2021 | Q2 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2019 | Q4 2019 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2020 | Q2 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 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.