Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 38 | 38 | 0.00% | 0.05% | 0.13% | Q2 2014 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.07% | 0.28% | Q1 2014 | Q3 2023 | 39 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 39 | 39 | 0.04% | 0.30% | 0.91% | Q1 2014 | Q3 2023 | 39 |
MORGAN STANLEY | 39 | 39 | 0.01% | 0.08% | 0.25% | Q1 2014 | Q3 2023 | 39 |
LPL Financial LLC | 39 | 39 | 0.00% | 0.23% | 1.09% | Q1 2014 | Q3 2023 | 39 |
RAYMOND JAMES & ASSOCIATES | 39 | 39 | 0.01% | 0.08% | 0.22% | Q1 2014 | Q3 2023 | 39 |
BANK OF AMERICA CORP /DE/ | 39 | 39 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 39 |
ROYAL BANK OF CANADA | 39 | 39 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
JPMORGAN CHASE & CO | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
Private Advisor Group, LLC | 38 | 38 | 0.00% | 0.23% | 0.55% | Q2 2014 | Q3 2023 | 38 |
First Heartland Consultants, Inc. | 38 | 38 | 0.11% | 0.83% | 2.47% | Q2 2014 | Q3 2023 | 38 |
Cetera Advisors LLC | 38 | 38 | 0.02% | 0.19% | 0.62% | Q2 2014 | Q3 2023 | 38 |
Prospera Financial Services Inc | 20 | 18 | 0.68% | 9.35% | 20.60% | Q1 2014 | Q3 2023 | 38 |
ATWOOD & PALMER INC | 38 | 38 | 0.04% | 0.67% | 1.44% | Q2 2014 | Q3 2023 | 38 |
Raymond James Financial Services Advisors, Inc. | 37 | 37 | 0.02% | 0.28% | 1.35% | Q3 2014 | Q3 2023 | 37 |
PRIVATE TRUST CO NA | 35 | 2 | 0.02% | 0.11% | 0.24% | Q2 2014 | Q3 2023 | 37 |
Cutter & CO Brokerage, Inc. | 34 | 3 | 0.04% | 0.21% | 0.50% | Q2 2014 | Q3 2023 | 37 |
D.A. DAVIDSON & CO. | 37 | 37 | 0.01% | 0.21% | 0.32% | Q3 2014 | Q3 2023 | 37 |
CITIGROUP INC | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
Cetera Advisor Networks LLC | 37 | 37 | 0.02% | 0.97% | 2.83% | Q3 2014 | Q3 2023 | 37 |
OPPENHEIMER & CO INC | 37 | 37 | 0.01% | 0.05% | 0.13% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.02% | 0.04% | 0.16% | Q4 2014 | Q3 2023 | 36 |
DAVENPORT & Co LLC | 36 | 36 | 0.00% | 0.03% | 0.24% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.12% | 0.67% | 4.34% | Q4 2014 | Q3 2023 | 36 |
WEDBUSH SECURITIES INC | 36 | 36 | 0.02% | 0.17% | 0.37% | Q4 2014 | Q3 2023 | 36 |
B. Riley Wealth Advisors, Inc. | 36 | 36 | 0.01% | 0.11% | 0.24% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.04% | 0.21% | 0.85% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Regal Investment Advisors LLC | 23 | 1 | 0.02% | 0.48% | 0.72% | Q2 2014 | Q3 2023 | 35 |
Moors & Cabot, Inc. | 35 | 35 | 0.02% | 0.23% | 0.43% | Q2 2014 | Q4 2022 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
SNS Financial Group, LLC | 34 | 34 | 0.12% | 0.69% | 1.68% | Q2 2015 | Q3 2023 | 34 |
Janney Montgomery Scott LLC | 22 | 6 | 0.02% | 0.11% | 0.19% | Q4 2014 | Q3 2023 | 34 |
Koshinski Asset Management, Inc. | 18 | 16 | 0.07% | 0.35% | 0.82% | Q4 2014 | Q3 2023 | 34 |
Cambridge Investment Research Advisors, Inc. | 33 | 1 | 0.06% | 0.35% | 0.79% | Q3 2014 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.03% | 0.10% | Q2 2015 | Q3 2023 | 34 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 34 | 34 | 0.04% | 0.14% | 0.44% | Q2 2015 | Q3 2023 | 34 |
Financial Architects, Inc | 29 | 4 | 0.04% | 0.08% | 0.33% | Q1 2015 | Q2 2023 | 33 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33 | 33 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2022 | 33 |
Cetera Investment Advisers | 32 | 32 | 0.03% | 0.19% | 0.45% | Q4 2015 | Q3 2023 | 32 |
Advisory Services Network, LLC | 27 | 2 | 0.00% | 0.04% | 0.28% | Q2 2015 | Q3 2023 | 32 |
Formidable Asset Management, LLC | 17 | 1 | 0.07% | 0.27% | 0.65% | Q4 2014 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.08% | 0.23% | 0.61% | Q4 2015 | Q3 2023 | 31 |
Sunbelt Securities, Inc. | 28 | 3 | 0.01% | 0.31% | 1.09% | Q2 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.13% | 0.26% | 0.47% | Q1 2016 | Q3 2023 | 31 |
Anchor Investment Management, LLC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 31 |
Creative Planning | 29 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 31 |
MinichMacGregor Wealth Management, LLC | 14 | 4 | 0.03% | 0.34% | 3.61% | Q4 2015 | Q3 2023 | 30 |
Capital Asset Advisory Services LLC | 14 | 3 | 0.03% | 0.41% | 1.13% | Q4 2015 | Q3 2023 | 30 |
Strid Group, LLC | 26 | 4 | 0.20% | 8.91% | 18.24% | Q1 2016 | Q3 2023 | 30 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 22 | 4 | 0.08% | 0.18% | 0.42% | Q4 2014 | Q3 2022 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.07% | 0.21% | 1.04% | Q1 2016 | Q3 2023 | 30 |
WINTRUST INVESTMENTS LLC | 30 | 30 | 0.04% | 0.19% | 0.45% | Q2 2016 | Q3 2023 | 30 |
BOKF, NA | 21 | 9 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 30 |
Aspen Investment Management Inc | 21 | 3 | 0.11% | 0.36% | 1.88% | Q4 2014 | Q2 2023 | 29 |
NEXT Financial Group, Inc | 14 | 1 | 0.01% | 0.10% | 0.59% | Q2 2014 | Q4 2021 | 28 |
HCR Wealth Advisors | 28 | 28 | 0.07% | 0.19% | 0.40% | Q4 2016 | Q3 2023 | 28 |
AlphaMark Advisors, LLC | 28 | 28 | 0.01% | 0.07% | 0.30% | Q4 2016 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 27 |
SMITH, MOORE & CO. | 26 | 1 | 0.17% | 0.22% | 0.26% | Q4 2015 | Q3 2023 | 27 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 18 | 9 | 0.00% | 0.21% | 0.42% | Q4 2016 | Q3 2023 | 27 |
BLAIR WILLIAM & CO/IL | 23 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 27 |
First Allied Advisory Services, Inc. | 27 | 27 | 0.02% | 0.23% | 0.60% | Q1 2014 | Q3 2020 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.22% | 0.59% | Q2 2017 | Q3 2023 | 26 |
HUNTINGTON NATIONAL BANK | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 26 |
Kovack Advisors, Inc. | 15 | 11 | 0.06% | 0.31% | 0.89% | Q4 2014 | Q2 2023 | 26 |
Carroll Financial Associates, Inc. | 26 | 26 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q4 2021 | 26 |
Steward Partners Investment Advisory, LLC | 26 | 26 | 0.03% | 0.13% | 0.21% | Q2 2017 | Q3 2023 | 26 |
Allworth Financial LP | 22 | 1 | 0.00% | 0.07% | 0.95% | Q4 2015 | Q3 2023 | 25 |
Acorn Wealth Advisors, LLC | 24 | 24 | 0.18% | 0.35% | 0.47% | Q4 2017 | Q3 2023 | 24 |
StoneX Group Inc. | 19 | 2 | 0.07% | 0.26% | 0.76% | Q3 2016 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2022 | 24 |
CITY HOLDING CO | 24 | 24 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Ballew Advisors, Inc | 24 | 24 | 0.65% | 0.80% | 1.23% | Q4 2017 | Q3 2023 | 24 |
FIFTH THIRD BANCORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 24 |
IHT Wealth Management, LLC | 15 | 3 | 0.01% | 0.06% | 0.39% | Q4 2016 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.04% | 0.11% | 0.22% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.12% | 0.18% | 0.34% | Q4 2017 | Q3 2023 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 24 | 24 | 0.01% | 0.08% | 0.23% | Q1 2014 | Q4 2019 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.08% | 0.19% | 0.40% | Q4 2017 | Q3 2023 | 24 |
Capital Investment Advisory Services, LLC | 23 | 23 | 0.06% | 0.15% | 0.37% | Q1 2018 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.24% | 1.14% | 2.10% | Q4 2017 | Q3 2023 | 23 |
NewEdge Advisors, LLC | 19 | 1 | 0.01% | 0.09% | 0.44% | Q2 2016 | Q3 2023 | 23 |
Bank of New York Mellon Corp | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.64% | 0.87% | 1.34% | Q1 2018 | Q3 2023 | 23 |
HighTower Advisors, LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 22 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 3 | 0.03% | 0.20% | 0.66% | Q4 2016 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 22 |
BB&T SECURITIES, LLC | 21 | 1 | 0.01% | 0.15% | 0.36% | Q1 2014 | Q3 2019 | 22 |
Keystone Financial Group | 20 | 2 | 0.09% | 0.35% | 0.71% | Q1 2018 | Q3 2023 | 22 |
Belpointe Asset Management LLC | 20 | 2 | 0.02% | 0.06% | 0.20% | Q3 2017 | Q2 2023 | 22 |
Private Advisory Group LLC | 9 | 1 | 0.04% | 0.29% | 0.92% | Q4 2016 | Q3 2023 | 21 |
AMERIPRISE FINANCIAL INC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 21 |
AE Wealth Management LLC | 18 | 1 | 0.00% | 0.01% | 0.08% | Q4 2017 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.03% | 0.06% | 0.15% | Q3 2018 | Q3 2023 | 21 |
HL FINANCIAL SERVICES LLC | 21 | 21 | 0.02% | 0.09% | 0.24% | Q1 2014 | Q1 2019 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.02% | 0.08% | 0.20% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.12% | 0.41% | 1.03% | Q4 2017 | Q3 2022 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.11% | 0.16% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 20 |
Sargent Investment Group, LLC | 20 | 20 | 0.11% | 0.28% | 0.67% | Q4 2018 | Q3 2023 | 20 |
Claro Advisors LLC | 20 | 20 | 0.96% | 2.21% | 3.92% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 10 | 1 | 0.00% | 0.08% | 0.10% | Q2 2017 | Q3 2023 | 20 |
OneDigital Investment Advisors LLC | 20 | 20 | 0.05% | 0.16% | 0.40% | Q4 2018 | Q3 2023 | 20 |
TOMPKINS FINANCIAL CORP | 20 | 20 | 0.00% | 1.43% | 4.13% | Q1 2015 | Q4 2019 | 20 |
Concentrum Wealth Management | 20 | 20 | 1.42% | 3.83% | 5.62% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.20% | 0.43% | 1.24% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.22% | 1.83% | 4.55% | Q4 2014 | Q3 2019 | 20 |
Ausdal Financial Partners, Inc. | 18 | 1 | 0.10% | 0.22% | 0.62% | Q4 2015 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.07% | 0.35% | 2.55% | Q4 2018 | Q3 2023 | 19 |
SIGNATUREFD, LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 19 |
Winslow, Evans & Crocker, Inc. | 19 | 19 | 0.00% | 0.16% | 0.46% | Q2 2014 | Q4 2018 | 19 |
Aptus Capital Advisors, LLC | 19 | 19 | 0.00% | 0.02% | 0.10% | Q1 2019 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.05% | 0.08% | 0.18% | Q3 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
LifePlan Financial Group, Inc | 19 | 19 | 0.04% | 0.14% | 0.19% | Q1 2016 | Q3 2020 | 19 |
Titus Wealth Management | 19 | 19 | 0.51% | 0.83% | 1.76% | Q4 2017 | Q2 2022 | 19 |
Good Life Advisors, LLC | 13 | 5 | 0.10% | 0.59% | 1.06% | Q4 2016 | Q3 2023 | 18 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 17 | 1 | 0.05% | 0.13% | 0.33% | Q1 2019 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.02% | 0.16% | Q4 2016 | Q3 2023 | 18 |
Laurel Wealth Advisors LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Clear Creek Financial Management, LLC | 12 | 5 | 0.13% | 0.54% | 1.91% | Q2 2019 | Q3 2023 | 17 |
GOLDMAN SACHS GROUP INC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 17 |
WealthShield Partners, LLC | 12 | 2 | 0.01% | 0.16% | 0.92% | Q4 2017 | Q3 2023 | 17 |
Wealthspire Advisors, L.P. | 17 | 17 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q4 2019 | 17 |
Tarbox Family Office, Inc. | 17 | 17 | 0.07% | 0.09% | 0.15% | Q1 2018 | Q1 2022 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.07% | 0.20% | 0.49% | Q3 2019 | Q3 2023 | 17 |
RPg Family Wealth Advisory, LLC | 17 | 17 | 0.26% | 0.35% | 0.43% | Q4 2015 | Q4 2019 | 17 |
Gradient Investments LLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 16 |
360 Financial, Inc. | 16 | 16 | 0.20% | 0.26% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Integrated Wealth Concepts LLC | 10 | 6 | 0.04% | 0.13% | 0.20% | Q4 2017 | Q3 2023 | 16 |
IFC Holdings Incorporated/FL | 16 | 16 | 0.05% | 0.55% | 1.03% | Q1 2014 | Q4 2017 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
QP WEALTH MANAGEMENT, LLC | 16 | 16 | 0.54% | 2.58% | 5.31% | Q4 2019 | Q3 2023 | 16 |
SUNTRUST BANKS INC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2019 | 16 |
Aspire Private Capital, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 1 | 0.16% | 0.24% | 0.48% | Q1 2015 | Q1 2019 | 16 |
O'Dell Group, LLC | 12 | 4 | 0.09% | 0.18% | 0.37% | Q1 2019 | Q3 2023 | 16 |
CX Institutional | 15 | 1 | 0.00% | 0.37% | 0.78% | Q2 2018 | Q2 2022 | 16 |
Secure Asset Management, LLC | 16 | 16 | 2.74% | 4.09% | 6.40% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.27% | 0.52% | 1.11% | Q4 2019 | Q3 2023 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 0.02% | 0.12% | 0.20% | Q4 2017 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Valmark Advisers, Inc. | 12 | 4 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.24% | 0.37% | 0.64% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.10% | 0.12% | 0.15% | Q1 2020 | Q3 2023 | 15 |
AFFINITY WEALTH MANAGEMENT LLC | 13 | 2 | 0.34% | 1.07% | 1.83% | Q3 2019 | Q3 2023 | 15 |
ARQ WEALTH ADVISORS, LLC | 15 | 15 | 0.20% | 0.24% | 0.29% | Q1 2020 | Q3 2023 | 15 |
LINCOLN NATIONAL CORP | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Commonwealth Equity Services, Inc | 15 | 15 | 0.01% | 0.13% | 0.35% | Q1 2014 | Q3 2017 | 15 |
Atria Investments, Inc | 10 | 2 | 0.01% | 0.04% | 0.13% | Q4 2014 | Q1 2023 | 15 |
NATIONAL PLANNING CORP | 14 | 14 | 0.03% | 0.32% | 0.75% | Q2 2014 | Q3 2017 | 14 |
Capital Analysts, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2022 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 14 |
Concert Wealth Management Inc. | 14 | 14 | 0.04% | 0.18% | 0.42% | Q1 2014 | Q2 2017 | 14 |
Kistler-Tiffany Companies, LLC | 12 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2020 | 14 |
Argent Trust Co | 7 | 1 | 0.02% | 0.11% | 0.36% | Q1 2015 | Q3 2023 | 14 |
FDx Advisors, Inc. | 11 | 1 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q4 2021 | 14 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q1 2021 | 14 |
Realta Investment Advisors | 5 | 4 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 14 |
STRATEGY ASSET MANAGERS LLC | 6 | 1 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 13 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 1 | 0.00% | 0.03% | 0.12% | Q4 2016 | Q1 2021 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.08% | 0.12% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Fortis Advisors, LLC | 13 | 13 | 0.01% | 0.14% | 0.40% | Q4 2016 | Q4 2019 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.06% | 0.12% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 13 |
PINNACLE FINANCIAL PARTNERS INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 13 |
IBEX WEALTH ADVISORS | 5 | 1 | 0.20% | 0.59% | 1.65% | Q3 2016 | Q4 2022 | 13 |
B. Riley Wealth Management, Inc. | 7 | 6 | 0.00% | 0.37% | 0.85% | Q2 2014 | Q2 2022 | 13 |
WealthPLAN Partners, LLC | 7 | 1 | 0.00% | 0.11% | 0.24% | Q1 2015 | Q2 2023 | 13 |
Professional Financial Advisors, LLC | 12 | 1 | 0.08% | 0.44% | 1.55% | Q4 2019 | Q1 2023 | 13 |
WFG Advisors, LP | 13 | 13 | 0.00% | 0.61% | 1.28% | Q2 2014 | Q2 2017 | 13 |
Lee Financial Co | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 13 |
WEBSTER BANK, N. A. | 13 | 13 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q4 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
MTM Investment Management, LLC | 12 | 12 | 0.03% | 0.08% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Global Financial Private Capital, Inc | 12 | 12 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2020 | 12 |
Clearwater Capital Advisors, LLC | 12 | 12 | 0.05% | 0.21% | 0.62% | Q2 2016 | Q1 2019 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 2.70% | 4.37% | 6.95% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.60% | 0.93% | 1.33% | Q4 2020 | Q3 2023 | 12 |
TCG Advisory Services, LLC | 12 | 12 | 0.03% | 0.11% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Veritable, L.P. | 7 | 5 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2021 | 12 |
Meridian Wealth Management, LLC | 12 | 12 | 0.17% | 0.37% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Beacon Financial Advisory LLC | 12 | 12 | 0.30% | 0.45% | 0.56% | Q4 2019 | Q3 2022 | 12 |
Fusion Capital, LLC | 7 | 5 | 0.12% | 1.22% | 2.88% | Q3 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.02% | 0.11% | 0.21% | Q4 2018 | Q3 2021 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 0.31% | 0.37% | 0.46% | Q4 2020 | Q3 2023 | 12 |
INVESTMENT CENTERS OF AMERICA INC | 12 | 12 | 0.02% | 0.18% | 0.41% | Q4 2014 | Q3 2017 | 12 |
SII INVESTMENTS INC/WI | 12 | 12 | 0.02% | 0.08% | 0.13% | Q1 2015 | Q4 2017 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.30% | 0.33% | 0.36% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.39% | 0.49% | 0.65% | Q4 2020 | Q3 2023 | 12 |
Golden State Wealth Management, LLC | 7 | 1 | 0.43% | 0.57% | 0.81% | Q1 2019 | Q1 2022 | 11 |
Clearstead Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
MSI Financial Services Inc | 11 | 11 | 0.02% | 0.80% | 1.99% | Q2 2014 | Q4 2016 | 11 |
PRUDENTIAL FINANCIAL INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.06% | 0.22% | Q4 2016 | Q4 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 11 |
FIFTH THIRD SECURITIES, INC. | 4 | 2 | 0.07% | 0.24% | 0.36% | Q2 2018 | Q3 2023 | 11 |
OPTIMUM INVESTMENT ADVISORS | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 11 |
Parallel Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 10 |
Claraphi Advisory Network, LLC | 10 | 10 | 0.03% | 0.15% | 0.21% | Q4 2017 | Q1 2020 | 10 |
Capital Bank & Trust Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.55% | 0.67% | 0.78% | Q4 2015 | Q1 2018 | 10 |
Swan Global Investments, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2017 | 10 |
Joseph P. Lucia & Associates, LLC | 6 | 4 | 0.01% | 0.03% | 0.09% | Q1 2019 | Q3 2021 | 10 |
Kowal Investment Group, LLC | 6 | 4 | 0.06% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 10 |
Virtu KCG Holdings LLC | 8 | 2 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q2 2017 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.06% | 0.10% | 0.18% | Q1 2021 | Q3 2023 | 10 |
Atlas Private Wealth Advisors | 6 | 4 | 0.02% | 0.12% | 0.30% | Q2 2020 | Q3 2023 | 10 |
HM PAYSON & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.05% | 0.14% | Q2 2016 | Q3 2023 | 10 |
Cornerstone Wealth Management, LLC | 10 | 10 | 0.03% | 0.10% | 0.15% | Q2 2018 | Q3 2020 | 10 |
Rehmann Capital Advisory Group | 5 | 2 | 0.01% | 0.05% | 0.08% | Q1 2015 | Q2 2019 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2021 | 10 |
Pacifica Partners Inc. | 10 | 10 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2023 | 10 |
J Arnold Wealth Management Co | 10 | 10 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Simply Money Advisors | 10 | 10 | 1.88% | 2.74% | 4.87% | Q4 2015 | Q1 2018 | 10 |
Insight Advisors, LLC/ PA | 10 | 10 | 0.20% | 0.33% | 0.41% | Q2 2021 | Q3 2023 | 10 |
Alpha Omega Wealth Management LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2019 | 10 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 4 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 10 |
GREAT LAKES ADVISORS, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2016 | 9 |
CENTAURUS FINANCIAL, INC. | 5 | 4 | 0.04% | 0.32% | 0.69% | Q4 2017 | Q3 2023 | 9 |
SEI INVESTMENTS CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
LexAurum Advisors, LLC | 9 | 9 | 0.49% | 3.67% | 5.83% | Q4 2017 | Q4 2019 | 9 |
Virtu Financial LLC | 3 | 1 | 0.03% | 0.10% | 0.28% | Q1 2016 | Q4 2019 | 9 |
Jaffetilchin Investment Partners, LLC | 6 | 3 | 0.10% | 2.40% | 5.24% | Q3 2014 | Q4 2019 | 9 |
Sage Mountain Advisors LLC | 9 | 9 | 0.10% | 0.13% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Simplicity Solutions, LLC | 3 | 1 | 0.02% | 0.27% | 1.04% | Q2 2015 | Q3 2023 | 9 |
DEUTSCHE BANK AG\ | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2021 | 9 |
Genesee Capital Advisors, LLC | 9 | 9 | 0.21% | 0.71% | 1.00% | Q4 2018 | Q4 2020 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 2.20% | 2.65% | 3.10% | Q4 2020 | Q4 2022 | 9 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 9 |
Bay Harbor Wealth Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q4 2020 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.07% | 0.12% | Q1 2014 | Q1 2016 | 9 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.26% | 0.63% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.24% | 0.29% | 0.32% | Q4 2021 | Q3 2023 | 8 |
HFG Advisors, Inc. | 8 | 8 | 6.84% | 7.57% | 8.16% | Q4 2021 | Q3 2023 | 8 |
TRUST CO OF VERMONT | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2020 | 8 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.03% | 0.25% | 0.66% | Q4 2015 | Q3 2023 | 8 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
Wills Financial Group, Inc. | 8 | 8 | 0.26% | 0.34% | 0.41% | Q1 2015 | Q4 2016 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
McKinley Carter Wealth Services, Inc. | 7 | 1 | 0.01% | 2.07% | 3.01% | Q1 2015 | Q1 2018 | 8 |
SMITH HAYES Advisers, Inc | 8 | 8 | 0.06% | 0.83% | 1.28% | Q2 2014 | Q1 2016 | 8 |
CALTON & ASSOCIATES, INC. | 8 | 8 | 0.08% | 0.13% | 0.15% | Q4 2017 | Q3 2019 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.19% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.34% | 0.38% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.06% | 0.10% | 0.23% | Q4 2021 | Q3 2023 | 8 |
VSR Financial Services, Inc. | 8 | 8 | 0.06% | 0.52% | 1.28% | Q3 2014 | Q2 2016 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 1.68% | 1.86% | 2.03% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.04% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
ATLAS CAPITAL ADVISORS LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.15% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
UNIONVIEW, LLC | 8 | 8 | 0.82% | 2.18% | 3.46% | Q4 2021 | Q3 2023 | 8 |
CREDIT SUISSE AG/ | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2016 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 2.32% | 2.49% | 2.64% | Q4 2021 | Q3 2023 | 8 |
WealthTrust Asset Management, LLC | 4 | 4 | 0.16% | 0.19% | 0.22% | Q2 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
L.M. KOHN & COMPANY | 7 | 7 | 0.16% | 0.20% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Center for Financial Planning, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
J.P. Morgan Private Wealth Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
RDA Financial Network | 7 | 7 | 0.16% | 0.21% | 0.27% | Q1 2019 | Q3 2020 | 7 |
SCOTIA CAPITAL INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
SYNOVUS FINANCIAL CORP | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 7 |
Madrona Financial Services, LLC | 7 | 7 | 4.10% | 5.62% | 8.73% | Q1 2022 | Q3 2023 | 7 |
PSI Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.05% | 0.17% | Q4 2020 | Q4 2022 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2019 | 7 |
Capital Advisory Group Advisory Services, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 7 |
DUNCKER STREETT & CO INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.06% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 7 |
WealthTrust Fairport, LLC | 7 | 7 | 0.06% | 0.09% | 0.15% | Q2 2015 | Q4 2016 | 7 |
SPC Financial, Inc. | 7 | 7 | 0.05% | 0.21% | 0.34% | Q1 2022 | Q3 2023 | 7 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
BESSEMER GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 6 |
Clarus Wealth Advisors | 6 | 6 | 0.18% | 0.26% | 0.35% | Q4 2017 | Q1 2019 | 6 |
Brinker Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2018 | 6 |
CIBC WORLD MARKET INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2018 | 6 |
Bellwether Investment Group, LLC | 5 | 1 | 0.54% | 2.59% | 6.79% | Q2 2016 | Q4 2017 | 6 |
Sullivan, Bruyette, Speros & Blaney, LLC | 4 | 2 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q1 2021 | 6 |
INVESTMENT PARTNERS, LTD. | 6 | 6 | 0.68% | 1.01% | 1.18% | Q4 2014 | Q1 2016 | 6 |
Squar Milner Financial Services LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2020 | 6 |
FLAGSTAR ADVISORS INC | 3 | 1 | 0.07% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 6 |
RFG Advisory, LLC | 6 | 6 | 0.07% | 0.16% | 0.22% | Q2 2022 | Q3 2023 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Truepoint, Inc. | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q3 2018 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 6 |
Hoxton Financial, Inc. | 6 | 6 | 0.00% | 0.21% | 0.37% | Q4 2014 | Q1 2016 | 6 |
NORTHSTAR WEALTH PARTNERS LLC | 6 | 6 | 0.14% | 0.20% | 0.25% | Q1 2017 | Q2 2018 | 6 |
Visionary Wealth Advisors | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Main Street Financial Solutions, LLC | 6 | 6 | 0.07% | 0.42% | 0.83% | Q2 2022 | Q3 2023 | 6 |
Riggs Asset Managment Co. Inc. | 6 | 6 | 0.00% | 2.12% | 5.62% | Q3 2014 | Q4 2015 | 6 |
NORTHWEST WEALTH MANAGEMENT, LLC | 6 | 6 | 0.14% | 0.16% | 0.16% | Q1 2018 | Q2 2019 | 6 |
NewSquare Capital LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 6 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.02% | 0.20% | 0.53% | Q4 2018 | Q2 2023 | 6 |
Trinity Legacy Partners, LLC | 5 | 5 | 0.10% | 8.29% | 15.66% | Q3 2019 | Q3 2020 | 5 |
M&T BANK CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
COMERICA SECURITIES INC | 5 | 5 | 0.06% | 0.25% | 0.50% | Q2 2015 | Q2 2016 | 5 |
Krilogy Financial LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2017 | 5 |
WCG Wealth Advisors LLC | 3 | 2 | 0.04% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 5 |
Intersect Capital LLC | 5 | 5 | 0.11% | 0.11% | 0.12% | Q3 2017 | Q3 2018 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Investors Capital Advisory Services | 5 | 5 | 0.04% | 0.17% | 0.22% | Q2 2015 | Q2 2016 | 5 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 5 | 0.07% | 0.11% | 0.14% | Q3 2014 | Q3 2015 | 5 |
Baker Avenue Asset Management, LP | 5 | 5 | 0.06% | 0.42% | 0.67% | Q4 2014 | Q4 2015 | 5 |
Jackson Wealth Management, LLC | 4 | 1 | 0.32% | 0.42% | 0.75% | Q2 2015 | Q4 2022 | 5 |
Patriot Financial Group Insurance Agency, LLC | 3 | 2 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q1 2019 | 5 |
TOWNSQUARE CAPITAL LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 5 |
First Horizon Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.50% | 0.51% | 0.53% | Q3 2021 | Q3 2022 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2021 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.13% | 0.22% | 0.46% | Q1 2015 | Q1 2016 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q1 2015 | 5 |
Hudock, Inc. | 5 | 5 | 2.24% | 2.72% | 3.31% | Q2 2022 | Q2 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 5 |
Gryphon Financial Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 5 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 4 |
ICA Group Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 4 |
All Terrain Financial Advisors, LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2017 | Q3 2018 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Weaver Consulting Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.11% | 0.16% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.36% | 0.43% | 0.48% | Q4 2017 | Q3 2018 | 4 |
Meridian Wealth Advisors, LLC | 3 | 1 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q2 2021 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
National Wealth Management Group, LLC | 4 | 4 | 1.11% | 1.57% | 2.03% | Q4 2022 | Q3 2023 | 4 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.11% | 0.21% | 0.32% | Q3 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2015 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Global Trust Asset Management, LLC | 3 | 1 | 0.00% | 0.28% | 0.42% | Q1 2018 | Q3 2019 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Eudaimonia Partners, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2021 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.64% | 0.77% | 0.96% | Q4 2022 | Q3 2023 | 4 |
MCF Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 4 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 0.13% | 0.38% | 0.78% | Q4 2022 | Q3 2023 | 4 |
WEST MICHIGAN ADVISORS, LLC | 4 | 4 | 0.09% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.24% | 0.43% | 0.69% | Q4 2022 | Q3 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.74% | 0.80% | 0.89% | Q4 2022 | Q3 2023 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 1.29% | 1.64% | 2.04% | Q4 2022 | Q3 2023 | 4 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cutler Group LLC / CA | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2016 | 4 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2021 | 4 |
Keel Point, LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Frontier Wealth Management LLC | 4 | 4 | 0.05% | 0.26% | 0.42% | Q2 2015 | Q1 2016 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q1 2023 | 4 |
REGIONS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q1 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.07% | 0.16% | Q3 2022 | Q3 2023 | 3 |
Hochman Cole Investment Advisors, Inc. | 3 | 3 | 0.60% | 0.73% | 0.94% | Q4 2015 | Q2 2016 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
Balboa Wealth Partners | 3 | 3 | 0.09% | 0.10% | 0.11% | Q3 2022 | Q1 2023 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 3 |
Consolidated Planning Corp | 3 | 3 | 0.56% | 0.61% | 0.67% | Q1 2023 | Q3 2023 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.13% | 0.15% | 0.18% | Q1 2016 | Q3 2016 | 3 |
Clearview Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
First Command Financial Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 3 |
Mayflower Financial Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
SANDERS MORRIS HARRIS LLC | 3 | 3 | 0.11% | 0.58% | 1.31% | Q1 2016 | Q3 2016 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Fieldpoint Private Securities, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Oakworth Capital, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.07% | 0.20% | 0.27% | Q2 2014 | Q4 2014 | 3 |
BDO Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 3 |
Ergawealth Advisors, Inc. | 3 | 3 | 0.39% | 0.40% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Capital Directions Investment Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q3 2017 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
VALLEY NATIONAL ADVISERS INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q4 2015 | 3 |
Del-Sette Capital Management, LLC | 3 | 3 | 0.22% | 0.23% | 0.23% | Q4 2021 | Q2 2022 | 3 |
Quaker Wealth Management, LLC | 3 | 3 | 0.58% | 1.13% | 1.41% | Q4 2019 | Q2 2020 | 3 |
Hayden Royal, LLC | 3 | 3 | 0.28% | 0.36% | 0.48% | Q2 2020 | Q4 2020 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.20% | 0.25% | 0.37% | Q4 2017 | Q2 2018 | 3 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 3 |
HT Partners LLC | 3 | 3 | 4.02% | 4.18% | 4.29% | Q1 2015 | Q3 2015 | 3 |
NWAM LLC | 3 | 3 | 0.31% | 0.40% | 0.57% | Q2 2015 | Q4 2015 | 3 |
Liberty Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
LWM Advisory Services, LLC | 3 | 3 | 0.42% | 0.59% | 0.69% | Q3 2022 | Q1 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.35% | 0.76% | 1.09% | Q1 2023 | Q3 2023 | 3 |
GIRARD SECURITIES, INC. | 3 | 3 | 0.19% | 0.21% | 0.23% | Q4 2015 | Q2 2016 | 3 |
BROWN ADVISORY INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 3 |
Venture Visionary Partners LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 3 |
FAS Wealth Partners, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HOWE & RUSLING INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q1 2018 | 3 |
1776 Wealth LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Hirtle Callaghan & Co LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Future Financial Wealth Managment LLC | 3 | 3 | 1.53% | 1.62% | 1.73% | Q4 2022 | Q2 2023 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 3 |
UBS AG | 3 | 3 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q3 2014 | 3 |
Summit Financial, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
High Falls Advisors, Inc | 1 | 1 | 7.03% | 7.03% | 7.03% | Q4 2015 | Q2 2016 | 2 |
Richard W. Paul & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2016 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
TCG Advisors, LP | 1 | 1 | 0.03% | 0.14% | 0.26% | Q2 2019 | Q2 2020 | 2 |
Glassman Wealth Services | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q2 2016 | 2 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2015 | Q4 2015 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.58% | 0.58% | 0.59% | Q2 2023 | Q3 2023 | 2 |
One Capital Management, LLC | 2 | 2 | 1.39% | 1.49% | 1.58% | Q4 2022 | Q1 2023 | 2 |
DCM Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.54% | 0.60% | 0.66% | Q4 2017 | Q1 2018 | 2 |
Integrated Investment Consultants, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
TKG Advisors, LLC | 2 | 2 | 1.86% | 1.88% | 1.89% | Q2 2023 | Q3 2023 | 2 |
SkyOak Wealth, LLC | 2 | 2 | 1.59% | 1.62% | 1.65% | Q2 2023 | Q3 2023 | 2 |
Blueprint Investment Partners LLC | 2 | 2 | 0.07% | 0.10% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 2 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.25% | 1.32% | 2.38% | Q3 2019 | Q4 2022 | 2 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
NATIXIS ADVISORS, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Bridgeworth, LLC | 1 | 1 | 0.06% | 0.20% | 0.34% | Q3 2017 | Q2 2018 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
G&S Capital LLC | 2 | 2 | 1.07% | 1.07% | 1.07% | Q2 2023 | Q3 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
AMJ Financial Wealth Management | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q1 2023 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.22% | 0.36% | 0.50% | Q1 2017 | Q4 2019 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Shamrock Asset Management LLC | 2 | 2 | 0.68% | 0.69% | 0.69% | Q3 2015 | Q4 2015 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 0.82% | 1.02% | 1.21% | Q4 2015 | Q1 2016 | 2 |
PACIFIC FINANCIAL GROUP INC | 2 | 2 | 0.59% | 0.67% | 0.75% | Q3 2015 | Q4 2015 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
LVZ, Inc. | 2 | 2 | 5.13% | 5.14% | 5.16% | Q3 2015 | Q4 2015 | 2 |
WIN ADVISORS, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 2 |
Hexagon Capital Partners LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Element Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
V Wealth Advisors LLC | 1 | 1 | 0.04% | 0.06% | 0.07% | Q2 2017 | Q3 2022 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.27% | 1.00% | 1.72% | Q3 2015 | Q2 2016 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Creative Capital Management Investments LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2019 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Waypoint Capital Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financial Planning & Information Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2023 | Q2 2023 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
XR Securities LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2018 | Q1 2018 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
True Capital Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2017 | Q1 2017 | 1 |
Cerity Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cooper Financial Group | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2022 | Q2 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2015 | Q2 2015 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
YHB Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q2 2021 | Q2 2021 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Twin Lakes Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
ACG Wealth | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
Good Harbor Financial, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2015 | Q3 2015 | 1 |
Aurora Investment Counsel | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Advisor Resource Council | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Whitnell & Co. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Ellevest, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bank OZK | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2016 | Q1 2016 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 4.14% | 4.14% | 4.14% | Q4 2019 | Q4 2019 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CEDAR CAPITAL, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2015 | Q4 2015 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 2.11% | 2.11% | 2.11% | Q4 2021 | Q4 2021 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PVG Asset Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2015 | Q3 2015 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2015 | Q1 2015 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Kabarec Financial Advisors, Ltd. | 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% | Q4 2018 | Q4 2018 | 1 |
ARXIS SECURITIES LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2016 | Q4 2016 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Vise Technologies, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Capital Square, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 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.