Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
BANK OF AMERICA CORP /DE/ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 21 | 21 | 0.00% | 0.13% | 0.25% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
Front Row Advisors LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
IFP Advisors, Inc | 17 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
YHB Investment Advisors, Inc. | 18 | 18 | 0.09% | 0.12% | 0.17% | Q4 2018 | Q1 2023 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Janney Montgomery Scott LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Migdal Insurance & Financial Holdings Ltd. | 11 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Sargent Investment Group, LLC | 17 | 17 | 0.43% | 1.04% | 1.68% | Q3 2019 | Q3 2023 | 17 |
Independence Bank of Kentucky | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Capital Investment Advisory Services, LLC | 17 | 17 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Kistler-Tiffany Companies, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 16 |
UBS Group AG | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 16 |
MORGAN STANLEY | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
Private Advisor Group, LLC | 11 | 4 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BESSEMER GROUP INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Cambridge Investment Research Advisors, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Asset Dedication, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Element Wealth, LLC | 13 | 13 | 0.00% | 0.01% | 0.08% | Q3 2020 | Q3 2023 | 13 |
FMR LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Steward Partners Investment Advisory, LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Geneos Wealth Management Inc. | 7 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2022 | 13 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.07% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Flaharty Asset Management, LLC | 12 | 12 | 0.17% | 0.29% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 9 | 2 | 0.00% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 11 |
CITIGROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
AMERIPRISE FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Aptus Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TimeScale Financial, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
IFG Advisory, LLC | 10 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Gladstone Institutional Advisory LLC | 10 | 1 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 11 |
TRUIST FINANCIAL CORP | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 10 |
1832 Asset Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 4 | 0.00% | 0.05% | 0.11% | Q1 2020 | Q3 2022 | 9 |
Baird Financial Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Capital Asset Advisory Services LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
DUNCKER STREETT & CO INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.14% | 0.24% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
WealthCare Investment Partners, LLC | 7 | 7 | 0.13% | 0.17% | 0.27% | Q4 2021 | Q2 2023 | 7 |
J.W. COLE ADVISORS, INC. | 3 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 7 |
D.A. DAVIDSON & CO. | 5 | 2 | 0.05% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 7 |
HUNTINGTON NATIONAL BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 7 |
Spectrum Wealth Advisory Group, LLC | 7 | 7 | 2.27% | 3.51% | 4.44% | Q1 2021 | Q3 2022 | 7 |
Mariner, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BerganKDV Wealth Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MML INVESTORS SERVICES, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 6 |
Atria Investments, Inc | 6 | 6 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HBK Sorce Advisory LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 6 |
GPS Wealth Strategies Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.04% | 0.13% | Q4 2020 | Q2 2023 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
1834 INVESTMENT ADVISORS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Joseph P. Lucia & Associates, LLC | 5 | 5 | 0.01% | 0.08% | 0.19% | Q2 2021 | Q2 2022 | 5 |
Peterson Wealth Advisors, LLC | 4 | 1 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q2 2023 | 5 |
Biltmore Family Office, LLC | 5 | 5 | 0.12% | 0.31% | 0.38% | Q3 2022 | Q3 2023 | 5 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 5 |
Main Management LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
American Institute for Advanced Investment Management, LLP | 4 | 4 | 0.27% | 0.37% | 0.46% | Q4 2022 | Q3 2023 | 4 |
HighTower Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.07% | 0.07% | 0.08% | Q3 2018 | Q2 2019 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Laidlaw Wealth Management LLC | 4 | 4 | 0.12% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Snowden Capital Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 4 |
Holloway Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
BECK CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.48% | 0.52% | 0.55% | Q2 2021 | Q4 2021 | 3 |
J Arnold Wealth Management Co | 3 | 3 | 4.36% | 4.70% | 5.22% | Q3 2022 | Q1 2023 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Spire Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 3 |
Main Management ETF Advisors, LLC | 3 | 3 | 0.66% | 0.71% | 0.74% | Q1 2023 | Q3 2023 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q1 2019 | 3 |
Gradient Investments LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TAP Consulting, LLC | 3 | 3 | 0.32% | 0.36% | 0.39% | Q1 2023 | Q3 2023 | 3 |
RiverFront Investment Group, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Truadvice, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q1 2023 | 3 |
Stonebridge Financial Planning Group, LLC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q4 2021 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
MBL Wealth, LLC | 2 | 1 | 0.24% | 0.25% | 0.26% | Q4 2020 | Q3 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 3 |
Belpointe Asset Management LLC | 3 | 3 | 0.07% | 0.10% | 0.12% | Q3 2022 | Q1 2023 | 3 |
First Heartland Consultants, Inc. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Avitas Wealth Management LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q4 2019 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
NATIONAL BANK OF CANADA /FI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Elevated Capital Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.25% | 0.61% | 0.96% | Q2 2023 | Q3 2023 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
TCP Asset Management, LLC | 2 | 2 | 1.58% | 1.60% | 1.61% | Q2 2023 | Q3 2023 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2022 | Q2 2023 | 2 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.12% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Firestone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q3 2020 | 2 |
KWB Wealth | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
DB Wealth Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
SFI Advisors, LLC | 2 | 2 | 2.75% | 2.81% | 2.87% | Q2 2023 | Q3 2023 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sunbelt Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HAP Trading, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Slocum, Gordon & Co LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
WMG Financial Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
CERTUITY, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sigma Planning Corp | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Cottage Street Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Winthrop Advisory Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | 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.