Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2024 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2024 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q2 2024 | 31 |
ROYAL BANK OF CANADA | 31 | 31 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2024 | 31 |
BANK OF AMERICA CORP /DE/ | 31 | 31 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2024 | 31 |
Janney Montgomery Scott LLC | 30 | 30 | 0.01% | 0.03% | 0.09% | Q1 2017 | Q2 2024 | 30 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q2 2024 | 30 |
UBS Group AG | 30 | 30 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2024 | 30 |
Transamerica Financial Advisors, Inc. | 30 | 30 | 0.00% | 0.13% | 0.82% | Q1 2017 | Q2 2024 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q2 2024 | 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29 | 29 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q2 2024 | 29 |
Raymond James Financial Services Advisors, Inc. | 25 | 4 | 0.00% | 0.04% | 0.18% | Q1 2017 | Q2 2024 | 29 |
IFP Advisors, Inc | 19 | 1 | 0.00% | 0.02% | 0.09% | Q1 2016 | Q1 2024 | 29 |
CWM, LLC | 18 | 4 | 0.00% | 0.07% | 0.32% | Q1 2017 | Q2 2024 | 28 |
Prospera Financial Services Inc | 14 | 1 | 0.00% | 0.07% | 0.26% | Q1 2017 | Q2 2024 | 28 |
Cambridge Investment Research Advisors, Inc. | 17 | 10 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2024 | 27 |
D.A. DAVIDSON & CO. | 25 | 1 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q2 2024 | 27 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 27 | 0.00% | 0.10% | 0.64% | Q1 2017 | Q3 2023 | 27 |
COMMONWEALTH EQUITY SERVICES, LLC | 27 | 27 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q2 2024 | 27 |
STIFEL FINANCIAL CORP | 17 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q4 2023 | 25 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q2 2024 | 24 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.06% | 0.45% | Q2 2017 | Q2 2024 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 23 |
Capital Investment Advisory Services, LLC | 16 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 22 |
GOLDMAN SACHS GROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2024 | 22 |
NewEdge Advisors, LLC | 9 | 5 | 0.00% | 0.18% | 0.75% | Q1 2017 | Q2 2024 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 22 |
Snowden Capital Advisors LLC | 12 | 9 | 0.03% | 0.06% | 0.10% | Q1 2018 | Q4 2023 | 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 7 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q2 2024 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2024 | 21 |
Baird Financial Group, Inc. | 10 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q2 2024 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2023 | 19 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2024 | 18 |
First Horizon Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2024 | 18 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 17 |
StoneX Group Inc. | 6 | 1 | 0.04% | 0.20% | 0.51% | Q2 2017 | Q2 2024 | 16 |
AMERIPRISE FINANCIAL INC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2024 | 16 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 16 |
Wagner Wealth Management, LLC | 15 | 15 | 0.00% | 0.20% | 1.72% | Q4 2020 | Q2 2024 | 15 |
Cetera Investment Advisers | 13 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q1 2024 | 15 |
TRUIST FINANCIAL CORP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 15 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
WEDBUSH SECURITIES INC | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2017 | Q3 2020 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q2 2024 | 14 |
Kestra Advisory Services, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2024 | 14 |
US BANCORP \DE\ | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2024 | 14 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2022 | 13 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q1 2024 | 13 |
Financial Advocates Investment Management | 6 | 3 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q2 2022 | 13 |
HBW ADVISORY SERVICES LLC | 12 | 1 | 0.01% | 0.15% | 0.23% | Q4 2020 | Q2 2024 | 13 |
HARBOUR INVESTMENTS, INC. | 9 | 4 | 0.00% | 0.05% | 0.12% | Q1 2021 | Q2 2024 | 13 |
Spire Wealth Management | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2024 | 13 |
GPS Wealth Strategies Group, LLC | 7 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2024 | 13 |
Tradition Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 13 |
TUCKER ASSET MANAGEMENT LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 13 |
Steward Partners Investment Advisory, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 13 |
Cetera Advisors LLC | 11 | 1 | 0.01% | 0.06% | 0.12% | Q1 2019 | Q4 2023 | 12 |
JPMORGAN CHASE & CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 12 |
CITIGROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
WINTRUST INVESTMENTS LLC | 12 | 12 | 0.09% | 0.20% | 0.33% | Q2 2017 | Q1 2020 | 12 |
Jacobi Capital Management LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2020 | 12 |
Regal Investment Advisors LLC | 9 | 3 | 0.02% | 0.06% | 0.10% | Q4 2017 | Q2 2022 | 12 |
Advisor Group, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2019 | 12 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 12 | 12 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q4 2019 | 12 |
Sigma Planning Corp | 9 | 3 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q1 2023 | 12 |
Larson Financial Group LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2024 | 12 |
EPG Wealth Management LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2024 | 11 |
NewSquare Capital LLC | 8 | 1 | 0.00% | 1.77% | 3.35% | Q1 2017 | Q4 2021 | 11 |
First Allied Advisory Services, Inc. | 11 | 11 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q1 2020 | 11 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Secure Asset Management, LLC | 11 | 11 | 0.11% | 1.18% | 2.95% | Q4 2021 | Q2 2024 | 11 |
WealthShield Partners, LLC | 6 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2024 | 11 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
Qube Research & Technologies Ltd | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 10 |
Aptus Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
Tyler-Stone Wealth Management | 5 | 5 | 0.05% | 0.08% | 0.12% | Q4 2021 | Q2 2024 | 10 |
Global Retirement Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2024 | 10 |
Virtu Financial LLC | 6 | 4 | 0.01% | 0.15% | 1.02% | Q1 2017 | Q3 2019 | 10 |
BB&T SECURITIES, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 10 |
Pinnacle Family Advisors, LLC | 8 | 1 | 0.09% | 0.19% | 0.29% | Q3 2021 | Q4 2023 | 9 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q2 2021 | 9 |
SPC Financial, Inc. | 8 | 8 | 0.06% | 0.28% | 0.38% | Q1 2017 | Q4 2018 | 8 |
Lloyd Advisory Services, LLC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 8 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q1 2022 | 8 |
MML INVESTORS SERVICES, LLC | 6 | 2 | 0.00% | 0.33% | 0.62% | Q2 2017 | Q1 2022 | 8 |
MinichMacGregor Wealth Management, LLC | 7 | 1 | 0.01% | 1.01% | 1.36% | Q1 2017 | Q1 2022 | 8 |
IFG Advisory, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2023 | 8 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.05% | 0.14% | Q1 2017 | Q2 2023 | 7 |
Gradient Investments LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Gateway Advisory, LLC | 7 | 7 | 0.10% | 1.01% | 2.16% | Q1 2017 | Q3 2018 | 7 |
First Heartland Consultants, Inc. | 4 | 3 | 0.05% | 0.39% | 0.71% | Q2 2017 | Q3 2021 | 7 |
Jaffetilchin Investment Partners, LLC | 4 | 1 | 0.04% | 0.11% | 0.17% | Q1 2018 | Q1 2023 | 7 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.10% | 0.26% | Q4 2017 | Q1 2023 | 7 |
ATWOOD & PALMER INC | 7 | 7 | 0.00% | 0.24% | 0.30% | Q1 2017 | Q3 2018 | 7 |
Rockefeller Capital Management L.P. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Coppell Advisory Solutions LLC | 5 | 1 | 0.02% | 0.35% | 0.60% | Q4 2020 | Q2 2024 | 7 |
HL FINANCIAL SERVICES LLC | 7 | 7 | 0.05% | 0.14% | 0.17% | Q1 2017 | Q3 2018 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 7 |
O'Dell Group, LLC | 6 | 1 | 0.01% | 5.31% | 6.50% | Q1 2017 | Q4 2021 | 7 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 0.22% | 0.24% | 0.26% | Q1 2017 | Q2 2018 | 6 |
Capital Asset Advisory Services LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Sowell Financial Services LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 6 |
Dorsey Wright & Associates | 6 | 6 | 0.26% | 0.40% | 0.59% | Q1 2017 | Q2 2018 | 6 |
Cornerstone Wealth Management, LLC | 6 | 6 | 0.06% | 0.08% | 0.13% | Q2 2017 | Q3 2018 | 6 |
Bank of New York Mellon Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 6 |
Horizon Investments, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q2 2018 | 6 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q2 2024 | 6 |
Paragon Private Wealth Management, LLC | 6 | 6 | 0.20% | 0.33% | 0.39% | Q4 2021 | Q1 2023 | 6 |
Hochman Cole Investment Advisors, Inc. | 6 | 6 | 0.17% | 0.20% | 0.26% | Q2 2017 | Q3 2018 | 6 |
FIRST TRUST ADVISORS LP | 6 | 6 | 1.26% | 1.41% | 1.57% | Q1 2017 | Q2 2018 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 6 | 0.02% | 0.05% | 0.07% | Q3 2018 | Q4 2019 | 6 |
Kovack Advisors, Inc. | 4 | 1 | 0.04% | 0.06% | 0.06% | Q2 2017 | Q1 2022 | 6 |
Atria Wealth Solutions, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Beirne Wealth Consulting Services, LLC | 5 | 5 | 0.61% | 1.55% | 1.99% | Q4 2018 | Q4 2019 | 5 |
PURSUE WEALTH PARTNERS LLC | 5 | 5 | 0.20% | 0.31% | 0.41% | Q4 2021 | Q4 2022 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Main Management LLC | 5 | 5 | 0.01% | 0.03% | 0.11% | Q4 2018 | Q4 2019 | 5 |
VisionPoint Advisory Group, LLC | 5 | 5 | 0.07% | 0.09% | 0.13% | Q1 2019 | Q1 2020 | 5 |
Capital Analysts, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 5 |
ASSETMARK, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
BANK OF MONTREAL /CAN/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2024 | 5 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.00% | 0.29% | 0.50% | Q4 2017 | Q1 2020 | 5 |
Holloway Wealth Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Equitable Holdings, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 5 |
IAMS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.42% | 0.56% | 0.97% | Q4 2022 | Q4 2023 | 5 |
Sound Income Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
PFG Advisors | 3 | 2 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q2 2024 | 5 |
Moors & Cabot, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Gateway Wealth Partners, LLC | 5 | 5 | 0.03% | 0.07% | 0.19% | Q4 2022 | Q4 2023 | 5 |
EP Wealth Advisors, LLC | 5 | 5 | 0.08% | 0.17% | 0.38% | Q2 2017 | Q2 2018 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q1 2019 | 5 |
OneDigital Investment Advisors LLC | 3 | 1 | 0.02% | 0.08% | 0.26% | Q4 2018 | Q4 2021 | 4 |
SIGNATUREFD, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Simplicity Solutions, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q4 2020 | 4 |
Covington Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
G&S Capital LLC | 4 | 4 | 2.24% | 2.48% | 2.98% | Q4 2017 | Q3 2018 | 4 |
IFC Holdings Incorporated/FL | 4 | 4 | 0.03% | 0.08% | 0.12% | Q1 2017 | Q4 2017 | 4 |
MCF Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.80% | 0.85% | 0.88% | Q1 2019 | Q4 2019 | 4 |
NewEdge Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.01% | 0.56% | 0.96% | Q1 2018 | Q4 2018 | 4 |
Bellwether Investment Group, LLC | 4 | 4 | 1.19% | 2.03% | 2.42% | Q1 2017 | Q4 2017 | 4 |
NBC SECURITIES, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q2 2024 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 4 |
Concentrum Wealth Management | 2 | 2 | 0.18% | 1.21% | 2.36% | Q1 2021 | Q4 2022 | 4 |
Ruggie Capital Group | 4 | 4 | 0.02% | 0.13% | 0.30% | Q2 2018 | Q1 2019 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q1 2023 | 4 |
Premia Global Advisors, LLC | 4 | 4 | 2.18% | 3.10% | 4.08% | Q2 2018 | Q1 2019 | 4 |
STEPHENS INC /AR/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Financial Architects, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
SYNOVUS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
NORTHWEST WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Arden Trust Co | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2019 | Q4 2019 | 3 |
RELIANCE TRUST CO OF DELAWARE | 3 | 3 | 0.06% | 0.14% | 0.20% | Q3 2018 | Q1 2019 | 3 |
Colonial River Investments, LLC | 3 | 3 | 0.20% | 0.20% | 0.21% | Q2 2022 | Q4 2022 | 3 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 3 |
Q3 Asset Management | 2 | 1 | 2.68% | 3.50% | 4.33% | Q4 2020 | Q1 2022 | 3 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.16% | 0.22% | 0.27% | Q2 2021 | Q4 2021 | 3 |
SSI INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.15% | 0.19% | 0.22% | Q1 2018 | Q3 2018 | 3 |
Baltimore-Washington Financial Advisors, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q1 2020 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.30% | 0.30% | 0.31% | Q4 2017 | Q3 2018 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
1776 Wealth LLC | 3 | 3 | 0.02% | 0.06% | 0.08% | Q4 2019 | Q2 2020 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2019 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
HUNTINGTON NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cutler Group LLC / CA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Bullseye Investment Management, LLC | 3 | 3 | 0.24% | 2.94% | 4.94% | Q4 2021 | Q2 2022 | 3 |
B. Riley Wealth Advisors, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
BLAIR WILLIAM & CO/IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Weil Company, Inc. | 2 | 2 | 0.25% | 0.60% | 0.95% | Q1 2020 | Q2 2020 | 2 |
COMERICA BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.18% | 0.36% | Q2 2023 | Q2 2024 | 2 |
Ameritas Investment Company, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2019 | 2 |
S.C. Financial Services, Inc. | 2 | 2 | 0.31% | 0.31% | 0.32% | Q4 2021 | Q1 2022 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Cutter & CO Brokerage, Inc. | 2 | 2 | 0.30% | 0.30% | 0.31% | Q4 2017 | Q1 2018 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q4 2018 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.40% | 0.50% | 0.59% | Q4 2022 | Q1 2023 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
PEDDOCK CAPITAL ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.27% | 0.30% | 0.33% | Q2 2018 | Q3 2018 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Goodwin Investment Advisory | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q1 2020 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
BlackRock Finance, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
HOEY INVESTMENTS, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.30% | 0.36% | 0.43% | Q1 2017 | Q2 2017 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q3 2018 | Q3 2018 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ashton Thomas Private Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
WFG Advisors, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
PCG Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HRT FINANCIAL LP | 1 | 1 | 3.15% | 3.15% | 3.15% | Q3 2018 | Q3 2018 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2018 | Q1 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Aurora Investment Counsel | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 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.