Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
HighTower Advisors, LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 28 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 35 |
Cambridge Investment Research Advisors, Inc. | 33 | 33 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 33 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 13 | 8 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 29 |
Geneos Wealth Management Inc. | 28 | 28 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 28 |
LPL Financial LLC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
BANK OF AMERICA CORP /DE/ | 26 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2022 | 27 |
IFP Advisors, Inc | 17 | 9 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 26 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 23 |
CITIGROUP INC | 16 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q4 2019 | 21 |
Raymond James Financial Services Advisors, Inc. | 10 | 1 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 21 |
WELLS FARGO & COMPANY/MN | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 19 | 19 | 0.03% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
OPPENHEIMER & CO INC | 13 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 18 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q3 2023 | 18 |
Sigma Planning Corp | 10 | 2 | 0.01% | 0.04% | 0.17% | Q1 2017 | Q3 2023 | 16 |
Janney Montgomery Scott LLC | 9 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 16 |
STIFEL FINANCIAL CORP | 12 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Well Done, LLC | 14 | 14 | 0.09% | 0.16% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Stratos Wealth Partners, LTD. | 7 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 14 |
Advisor Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Capital Wealth Alliance, LLC | 11 | 11 | 0.56% | 0.76% | 0.98% | Q1 2021 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.00% | 0.06% | 0.09% | Q4 2018 | Q3 2021 | 11 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 11 |
TSFG, LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
HBW ADVISORY SERVICES LLC | 11 | 11 | 0.31% | 0.41% | 0.54% | Q1 2021 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Gladstone Institutional Advisory LLC | 10 | 10 | 0.03% | 0.10% | 0.28% | Q2 2021 | Q3 2023 | 10 |
MRA Advisory Group | 10 | 10 | 1.94% | 2.72% | 3.41% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.15% | 0.22% | Q1 2021 | Q3 2023 | 10 |
Clearwater Capital Advisors, LLC | 10 | 10 | 0.05% | 0.26% | 0.36% | Q1 2017 | Q2 2019 | 10 |
JPMORGAN CHASE & CO | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 10 |
Steward Partners Investment Advisory, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Alpha Omega Group, Inc. | 10 | 10 | 6.24% | 8.95% | 14.03% | Q2 2021 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
DEUTSCHE BANK AG\ | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 10 |
Accel Wealth Management | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
GOLDMAN SACHS GROUP INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
USCA RIA LLC | 6 | 1 | 0.02% | 0.11% | 0.22% | Q4 2014 | Q2 2021 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
WFG Advisors, LP | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 9 |
B. Riley Wealth Advisors, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
First Allied Advisory Services, Inc. | 8 | 1 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2019 | 9 |
Good Life Advisors, LLC | 5 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 0.48% | 0.88% | 1.21% | Q4 2021 | Q3 2023 | 8 |
Financial Advocates Investment Management | 4 | 4 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 8 |
AE Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AlphaMark Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Bickling Financial Services, Inc. | 8 | 8 | 0.13% | 0.15% | 0.19% | Q1 2021 | Q4 2022 | 8 |
CWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Quad-Cities Investment Group, LLC | 8 | 8 | 0.13% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.07% | 0.12% | 0.28% | Q4 2021 | Q3 2023 | 8 |
MSI Financial Services Inc | 6 | 2 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q4 2016 | 8 |
Lee Financial Co | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
American Portfolios Advisors | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 7 |
Virtu Financial LLC | 7 | 7 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q2 2018 | 7 |
THEORY FINANCIAL LLC | 4 | 3 | 2.10% | 2.36% | 2.55% | Q4 2021 | Q3 2023 | 7 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PNC FINANCIAL SERVICES GROUP, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
AMERIPRISE FINANCIAL INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2017 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
J Arnold Wealth Management Co | 5 | 1 | 0.04% | 0.32% | 1.32% | Q4 2019 | Q2 2021 | 6 |
IHT Wealth Management, LLC | 3 | 1 | 0.01% | 0.11% | 0.40% | Q1 2018 | Q3 2023 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Founders Financial Alliance, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Private Advisory Group LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Csenge Advisory Group | 4 | 1 | 0.31% | 0.34% | 0.39% | Q2 2021 | Q3 2023 | 5 |
MML INVESTORS SERVICES, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.03% | 0.06% | 0.11% | Q2 2018 | Q2 2019 | 5 |
STEPHENS INC /AR/ | 3 | 2 | 0.02% | 0.06% | 0.08% | Q4 2016 | Q2 2023 | 5 |
DB Wealth Management Group, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
IFC Holdings Incorporated/FL | 5 | 5 | 0.03% | 0.08% | 0.15% | Q4 2016 | Q4 2017 | 5 |
Atria Wealth Solutions, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 5 |
SPC Financial, Inc. | 4 | 4 | 0.32% | 0.36% | 0.39% | Q4 2022 | Q3 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.42% | 0.43% | 0.44% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Sterling Manor Financial, LLC | 4 | 4 | 2.27% | 3.85% | 5.81% | Q4 2020 | Q3 2021 | 4 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 4 |
Creative Planning | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.19% | 0.31% | 0.56% | Q2 2021 | Q4 2022 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ICA Group Wealth Management, LLC | 4 | 4 | 0.87% | 1.20% | 1.47% | Q4 2022 | Q3 2023 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.54% | 0.62% | 0.81% | Q1 2021 | Q4 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 4 |
Cedar Brook Financial Partners, LLC | 4 | 4 | 0.06% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 4 |
HARBOR INVESTMENT ADVISORY, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Atlas Wealth LLC | 4 | 4 | 0.97% | 1.09% | 1.32% | Q4 2022 | Q3 2023 | 4 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Covestor Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fulcrum Equity Management | 2 | 1 | 0.88% | 1.93% | 2.68% | Q2 2021 | Q1 2023 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q2 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Garden State Investment Advisory Services LLC | 3 | 3 | 0.19% | 0.35% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Gradient Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Portfolio Strategies, Inc. | 3 | 3 | 0.63% | 0.65% | 0.68% | Q1 2023 | Q3 2023 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 3 |
RiverTree Advisors, LLC | 3 | 3 | 1.36% | 1.44% | 1.53% | Q1 2023 | Q3 2023 | 3 |
Fragasso Group Inc. | 3 | 3 | 0.14% | 5.56% | 8.70% | Q3 2014 | Q1 2015 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Total Clarity Wealth Management, Inc. | 3 | 3 | 0.24% | 0.35% | 0.53% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
TrinityPoint Wealth, LLC | 3 | 3 | 0.10% | 0.16% | 0.20% | Q3 2021 | Q1 2022 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 3 | 0.19% | 0.22% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Stonebridge Financial Planning Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Global Strategic Investment Solutions, LLC | 2 | 2 | 0.12% | 0.14% | 0.17% | Q4 2018 | Q1 2019 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 2 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Global Retirement Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NWAM LLC | 2 | 2 | 0.22% | 0.35% | 0.49% | Q2 2023 | Q3 2023 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 1 | 1 | 0.34% | 0.48% | 0.63% | Q1 2017 | Q1 2018 | 2 |
UBS AG | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 1.35% | 1.36% | 1.37% | Q2 2023 | Q3 2023 | 2 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Wealthcare Advisory Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.36% | 0.38% | 0.41% | Q4 2017 | Q1 2018 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lokken Investment Group LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2023 | Q3 2023 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2023 | Q1 2023 | 1 |
Southland Equity Partners LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
COLUMBIA ADVISORY PARTNERS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2017 | Q3 2017 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Activest Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Stegent Equity Advisors, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 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.