Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 39 | 39 | 0.00% | 0.04% | 0.23% | Q1 2014 | Q3 2023 | 39 |
ROYAL BANK OF CANADA | 39 | 39 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 39 |
MORGAN STANLEY | 39 | 39 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q3 2023 | 39 |
WELLS FARGO & COMPANY/MN | 38 | 38 | 0.00% | 0.04% | 0.23% | Q2 2014 | Q3 2023 | 38 |
STIFEL FINANCIAL CORP | 19 | 19 | 0.00% | 0.02% | 0.09% | Q1 2014 | Q3 2023 | 38 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 3 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 36 |
Brinker Capital Investments, LLC | 35 | 35 | 0.00% | 0.24% | 1.15% | Q2 2014 | Q4 2022 | 35 |
Cetera Advisor Networks LLC | 35 | 35 | 0.00% | 0.06% | 0.36% | Q1 2015 | Q3 2023 | 35 |
BANK OF AMERICA CORP /DE/ | 28 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 35 |
SNS Financial Group, LLC | 34 | 34 | 0.03% | 0.28% | 0.73% | Q3 2014 | Q4 2022 | 34 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.16% | 0.77% | Q4 2015 | Q3 2023 | 31 |
Creative Planning | 30 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 31 |
AllSquare Wealth Management LLC | 25 | 3 | 1.15% | 2.81% | 3.84% | Q3 2016 | Q3 2023 | 28 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 28 |
CITIGROUP INC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 13 | 3 | 0.00% | 0.04% | 0.16% | Q3 2014 | Q3 2023 | 26 |
Cambridge Investment Research Advisors, Inc. | 23 | 1 | 0.00% | 0.05% | 0.20% | Q3 2014 | Q3 2023 | 26 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 25 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 24 | 24 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2019 | 24 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 1 | 0.00% | 0.13% | 0.62% | Q2 2015 | Q3 2023 | 23 |
D.A. DAVIDSON & CO. | 13 | 10 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 23 |
Csenge Advisory Group | 23 | 23 | 0.10% | 0.75% | 1.00% | Q1 2018 | Q3 2023 | 23 |
Stratos Wealth Partners, LTD. | 10 | 6 | 0.01% | 0.06% | 0.66% | Q2 2016 | Q3 2023 | 22 |
Financial Enhancement Group LLC | 22 | 22 | 0.04% | 0.13% | 0.33% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 0.18% | Q3 2018 | Q3 2023 | 21 |
Clarus Wealth Advisors | 14 | 7 | 0.04% | 0.43% | 0.59% | Q4 2017 | Q2 2023 | 21 |
Steward Partners Investment Advisory, LLC | 20 | 20 | 0.00% | 0.06% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 13 | 1 | 0.00% | 0.04% | 0.11% | Q3 2015 | Q3 2023 | 20 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2021 | 20 |
COMERICA SECURITIES INC | 19 | 19 | 0.48% | 0.91% | 1.84% | Q2 2014 | Q4 2018 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.07% | 0.29% | Q1 2019 | Q3 2023 | 18 |
First Horizon Advisors, Inc. | 13 | 5 | 0.00% | 0.41% | 2.87% | Q4 2013 | Q2 2018 | 18 |
OneDigital Investment Advisors LLC | 9 | 2 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q3 2023 | 18 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 18 | 18 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q2 2019 | 18 |
Prospera Financial Services Inc | 11 | 1 | 0.01% | 0.23% | 0.88% | Q2 2014 | Q3 2023 | 18 |
Mutual Advisors, LLC | 17 | 1 | 0.02% | 0.20% | 0.79% | Q3 2018 | Q3 2023 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 18 |
Koshinski Asset Management, Inc. | 10 | 1 | 0.06% | 0.17% | 0.36% | Q1 2018 | Q3 2023 | 17 |
Darwin Wealth Management, LLC | 10 | 1 | 0.00% | 1.35% | 3.82% | Q2 2016 | Q3 2023 | 17 |
Cetera Advisors LLC | 10 | 6 | 0.00% | 0.10% | 0.57% | Q3 2018 | Q3 2023 | 17 |
Tower Research Capital LLC (TRC) | 7 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 17 |
WEALTHSOURCE PARTNERS, LLC | 10 | 2 | 0.05% | 0.19% | 0.76% | Q1 2018 | Q3 2023 | 17 |
Hilltop Holdings Inc. | 10 | 1 | 0.08% | 0.15% | 0.19% | Q1 2015 | Q3 2023 | 16 |
Atria Investments, Inc | 11 | 5 | 0.03% | 0.08% | 0.16% | Q4 2015 | Q2 2023 | 16 |
COMERICA SECURITIES,INC. | 13 | 3 | 0.14% | 0.39% | 0.49% | Q1 2019 | Q3 2023 | 16 |
First Heartland Consultants, Inc. | 11 | 5 | 0.09% | 0.31% | 0.73% | Q3 2014 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.04% | 0.06% | 0.22% | Q4 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 10 | 6 | 0.01% | 0.04% | 0.13% | Q3 2018 | Q3 2023 | 16 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 9 | 1 | 0.02% | 0.09% | 0.18% | Q2 2018 | Q3 2022 | 16 |
MML INVESTORS SERVICES, LLC | 12 | 4 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 16 |
Jaffetilchin Investment Partners, LLC | 12 | 1 | 0.04% | 0.22% | 0.43% | Q2 2018 | Q3 2023 | 16 |
Pinnacle Bancorp, Inc. | 14 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.06% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Sigma Planning Corp | 12 | 2 | 0.01% | 0.14% | 0.46% | Q3 2019 | Q3 2023 | 14 |
Arkadios Wealth Advisors | 12 | 2 | 0.00% | 0.39% | 1.09% | Q4 2019 | Q3 2023 | 14 |
DAVENPORT & Co LLC | 10 | 4 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 14 |
WFG Advisors, LP | 14 | 14 | 0.00% | 0.06% | 0.10% | Q1 2014 | Q2 2017 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 14 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 14 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.02% | 0.11% | 0.46% | Q4 2014 | Q3 2022 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 14 |
CHIRON CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.16% | 0.65% | 1.21% | Q3 2020 | Q3 2023 | 13 |
Sargent Investment Group, LLC | 13 | 13 | 0.29% | 1.10% | 1.70% | Q3 2020 | Q3 2023 | 13 |
HL FINANCIAL SERVICES LLC | 13 | 13 | 0.01% | 0.06% | 0.08% | Q3 2014 | Q3 2017 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 0.21% | 0.48% | 0.80% | Q3 2020 | Q3 2023 | 13 |
First Allied Advisory Services, Inc. | 12 | 1 | 0.01% | 0.04% | 0.06% | Q3 2014 | Q3 2020 | 13 |
Gradient Investments LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 13 |
Private Advisor Group, LLC | 11 | 1 | 0.00% | 0.06% | 0.20% | Q4 2019 | Q3 2023 | 13 |
RFG Advisory, LLC | 9 | 4 | 0.02% | 0.14% | 0.25% | Q1 2019 | Q3 2023 | 13 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.16% | 0.45% | Q3 2020 | Q3 2023 | 13 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.01% | 0.06% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Capital Analysts, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Capital Investment Advisory Services, LLC | 9 | 4 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q2 2023 | 13 |
Continuum Advisory, LLC | 8 | 4 | 0.04% | 0.29% | 0.69% | Q4 2018 | Q4 2022 | 12 |
Cornerstone Wealth Management, LLC | 7 | 2 | 0.02% | 0.24% | 0.68% | Q2 2018 | Q3 2023 | 12 |
Proficio Capital Partners LLC | 12 | 12 | 0.00% | 0.23% | 0.84% | Q4 2015 | Q3 2018 | 12 |
TRUIST FINANCIAL CORP | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
FLOW TRADERS U.S. LLC | 11 | 1 | 0.01% | 0.08% | 0.37% | Q2 2020 | Q2 2023 | 12 |
GREAT VALLEY ADVISOR GROUP, INC. | 12 | 12 | 0.01% | 0.12% | 0.56% | Q3 2020 | Q2 2023 | 12 |
INSPIRION WEALTH ADVISORS, LLC | 12 | 12 | 0.19% | 0.87% | 2.01% | Q4 2020 | Q3 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 2 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 12 |
Walkner Condon Financial Advisors LLC | 7 | 2 | 0.19% | 1.14% | 1.81% | Q4 2019 | Q3 2023 | 12 |
HighTower Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.15% | 0.36% | Q4 2020 | Q3 2023 | 12 |
OPPENHEIMER & CO INC | 10 | 2 | 0.02% | 0.11% | 0.24% | Q2 2016 | Q3 2023 | 12 |
Andesa Financial Management Inc. | 11 | 11 | 0.21% | 1.67% | 2.72% | Q3 2020 | Q1 2023 | 11 |
Advisory Services Network, LLC | 10 | 1 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Efficient Market Advisors, LLC | 11 | 11 | 0.04% | 2.95% | 5.50% | Q2 2014 | Q4 2016 | 11 |
Cetera Investment Advisers | 10 | 1 | 0.01% | 0.09% | 0.27% | Q4 2020 | Q3 2023 | 11 |
Cadent Capital Advisors, LLC | 11 | 11 | 0.67% | 1.19% | 2.28% | Q1 2021 | Q3 2023 | 11 |
Financial Advocates Investment Management | 11 | 11 | 0.06% | 0.32% | 0.43% | Q1 2021 | Q3 2023 | 11 |
IHT Wealth Management, LLC | 11 | 11 | 0.03% | 0.09% | 0.19% | Q1 2021 | Q3 2023 | 11 |
MSI Financial Services Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2016 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
US BANCORP \DE\ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
Strategic Blueprint, LLC | 10 | 1 | 0.01% | 0.17% | 0.30% | Q3 2019 | Q3 2023 | 11 |
Transamerica Financial Advisors, Inc. | 7 | 1 | 0.00% | 0.18% | 1.21% | Q3 2017 | Q3 2023 | 11 |
Stonebridge Financial Planning Group, LLC | 11 | 11 | 0.12% | 0.54% | 0.97% | Q4 2020 | Q2 2023 | 11 |
Baird Financial Group, Inc. | 11 | 11 | 0.00% | 0.02% | 0.08% | Q1 2021 | Q3 2023 | 11 |
VisionPoint Advisory Group, LLC | 11 | 11 | 0.59% | 2.19% | 4.22% | Q1 2021 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 11 | 0.04% | 0.16% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.01% | 0.04% | 0.14% | Q1 2021 | Q3 2023 | 11 |
MTM Investment Management, LLC | 11 | 11 | 0.20% | 0.51% | 0.74% | Q1 2021 | Q3 2023 | 11 |
Parallel Advisors, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 11 |
Quad-Cities Investment Group, LLC | 11 | 11 | 0.46% | 1.73% | 2.93% | Q1 2021 | Q3 2023 | 11 |
J.W. COLE ADVISORS, INC. | 10 | 10 | 0.02% | 0.10% | 0.27% | Q2 2021 | Q3 2023 | 10 |
TrueWealth Advisors, LLC | 10 | 10 | 0.09% | 0.87% | 2.71% | Q2 2021 | Q3 2023 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Claro Advisors LLC | 10 | 10 | 0.06% | 0.17% | 0.29% | Q2 2021 | Q3 2023 | 10 |
Visionary Asset Management, Inc. | 5 | 1 | 0.07% | 0.27% | 0.62% | Q1 2014 | Q2 2018 | 10 |
TSFG, LLC | 10 | 10 | 0.01% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Karp Capital Management Corp | 10 | 10 | 0.82% | 1.73% | 4.16% | Q2 2020 | Q3 2022 | 10 |
NewEdge Advisors, LLC | 9 | 1 | 0.00% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 10 |
Equitable Holdings, Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.28% | 0.78% | Q1 2021 | Q3 2023 | 10 |
B. Riley Wealth Advisors, Inc. | 10 | 10 | 0.02% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 10 |
HAYS ADVISORY LLC | 5 | 1 | 4.20% | 6.05% | 9.69% | Q1 2014 | Q2 2018 | 10 |
WEDBUSH SECURITIES INC | 10 | 10 | 0.02% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 10 |
COZAD ASSET MANAGEMENT INC | 10 | 10 | 0.03% | 0.20% | 0.44% | Q2 2021 | Q3 2023 | 10 |
MRA Advisory Group | 10 | 10 | 1.74% | 2.55% | 3.21% | Q2 2021 | Q3 2023 | 10 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 10 | 10 | 0.10% | 0.47% | 0.96% | Q2 2021 | Q3 2023 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 0.42% | 0.67% | 0.85% | Q2 2021 | Q3 2023 | 10 |
Aft, Forsyth & Sober, LLC | 10 | 10 | 0.40% | 0.62% | 0.81% | Q2 2021 | Q3 2023 | 10 |
AlphaMark Advisors, LLC | 10 | 10 | 0.03% | 0.08% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Western Wealth Management, LLC | 8 | 2 | 0.11% | 0.32% | 0.74% | Q1 2021 | Q3 2023 | 10 |
STEPHENS INC /AR/ | 10 | 10 | 0.00% | 0.10% | 0.20% | Q2 2021 | Q3 2023 | 10 |
American Portfolios Advisors | 5 | 2 | 0.00% | 0.03% | 0.09% | Q4 2017 | Q3 2022 | 10 |
Good Life Advisors, LLC | 10 | 10 | 0.07% | 1.84% | 3.64% | Q2 2021 | Q3 2023 | 10 |
Vestmark Advisory Solutions, Inc. | 10 | 10 | 0.07% | 0.16% | 0.24% | Q1 2021 | Q2 2023 | 10 |
FDx Advisors, Inc. | 10 | 10 | 0.01% | 0.12% | 0.27% | Q2 2021 | Q3 2023 | 10 |
Petix & Botte Co | 7 | 3 | 0.29% | 5.02% | 6.78% | Q1 2021 | Q3 2023 | 10 |
Gladstone Institutional Advisory LLC | 10 | 10 | 0.19% | 0.50% | 0.98% | Q2 2021 | Q3 2023 | 10 |
Financial Partners Group, Inc | 10 | 10 | 0.39% | 3.44% | 6.00% | Q2 2021 | Q3 2023 | 10 |
Crumly & Associates Inc. | 6 | 3 | 1.47% | 2.99% | 6.44% | Q2 2021 | Q3 2023 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 1 | 0.06% | 0.11% | 0.18% | Q1 2021 | Q3 2023 | 9 |
GeoWealth Management, LLC | 9 | 9 | 0.00% | 0.19% | 0.34% | Q3 2021 | Q3 2023 | 9 |
Waterfront Wealth Inc. | 9 | 9 | 0.17% | 0.69% | 1.08% | Q3 2021 | Q3 2023 | 9 |
Magnus Financial Group LLC | 9 | 9 | 0.06% | 0.87% | 3.57% | Q3 2021 | Q3 2023 | 9 |
RiverTree Advisors, LLC | 9 | 9 | 1.15% | 2.23% | 2.99% | Q1 2021 | Q1 2023 | 9 |
Raab & Moskowitz Asset Management LLC | 9 | 9 | 0.53% | 0.65% | 0.82% | Q3 2021 | Q3 2023 | 9 |
COMERICA BANK | 8 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.10% | 0.30% | Q2 2021 | Q3 2023 | 9 |
tru Independence LLC | 7 | 1 | 0.00% | 0.26% | 0.40% | Q4 2020 | Q3 2023 | 9 |
Kovack Advisors, Inc. | 9 | 9 | 0.07% | 0.17% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Corundum Group, Inc. | 9 | 9 | 0.69% | 1.00% | 1.58% | Q3 2021 | Q3 2023 | 9 |
Accel Wealth Management | 9 | 9 | 0.05% | 0.44% | 0.68% | Q3 2021 | Q3 2023 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.94% | 1.82% | Q3 2021 | Q3 2023 | 9 |
Renaissance Technologies | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
FIRST UNITED BANK & TRUST | 9 | 9 | 0.27% | 0.57% | 1.00% | Q3 2021 | Q3 2023 | 9 |
Brookstone Capital Management | 7 | 1 | 0.01% | 0.02% | 0.07% | Q3 2021 | Q3 2023 | 8 |
Castle Rock Wealth Management, LLC | 8 | 8 | 0.16% | 1.85% | 3.72% | Q2 2021 | Q1 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 5.11% | 8.35% | 11.93% | Q4 2021 | Q3 2023 | 8 |
Visionary Wealth Advisors | 8 | 8 | 0.02% | 0.08% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Stratos Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.07% | 0.13% | Q2 2021 | Q1 2023 | 8 |
BENJAMIN EDWARDS INC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Secure Asset Management, LLC | 8 | 8 | 0.33% | 0.78% | 1.49% | Q3 2020 | Q2 2022 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.91% | 2.43% | 3.43% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.15% | 0.31% | 0.59% | Q1 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.10% | 0.26% | 0.40% | Q4 2021 | Q3 2023 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.38% | 0.49% | 0.59% | Q4 2021 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.15% | 1.99% | 5.04% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2017 | 8 |
Virtue Capital Management, LLC | 8 | 8 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.21% | 0.64% | 1.01% | Q4 2021 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q2 2023 | 8 |
Interchange Capital Partners, LLC | 8 | 8 | 0.50% | 0.78% | 1.13% | Q4 2021 | Q3 2023 | 8 |
Holistic Financial Partners | 8 | 8 | 0.27% | 2.96% | 4.62% | Q4 2021 | Q3 2023 | 8 |
Jacobi Capital Management LLC | 5 | 3 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q2 2023 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 5.02% | 5.87% | 6.74% | Q4 2021 | Q3 2023 | 8 |
ATWOOD & PALMER INC | 8 | 8 | 2.44% | 4.22% | 5.10% | Q1 2021 | Q4 2022 | 8 |
MILLENNIUM MANAGEMENT LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2018 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.27% | 3.67% | 6.44% | Q4 2021 | Q3 2023 | 8 |
ACG Wealth | 8 | 8 | 0.10% | 0.19% | 0.30% | Q3 2020 | Q2 2022 | 8 |
PROFFITT & GOODSON INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
True Link Financial Advisors, LLC | 8 | 8 | 0.00% | 0.15% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Global Financial Private Capital, Inc | 8 | 8 | 0.00% | 0.12% | 0.64% | Q2 2018 | Q1 2020 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.02% | 0.06% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.28% | 0.41% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Capital Wealth Alliance, LLC | 8 | 8 | 0.17% | 0.58% | 1.23% | Q4 2021 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 8 |
Objective Capital Management, LLC | 8 | 8 | 0.32% | 0.62% | 1.00% | Q4 2021 | Q3 2023 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.02% | 0.77% | 2.62% | Q2 2022 | Q3 2023 | 7 |
PURSUE WEALTH PARTNERS LLC | 7 | 7 | 0.14% | 0.42% | 0.84% | Q4 2021 | Q2 2023 | 7 |
StrongBox Wealth, LLC | 4 | 3 | 0.15% | 0.38% | 0.77% | Q1 2022 | Q4 2023 | 7 |
KRAEMATON INVESTMENT ADVISORS, INC | 7 | 7 | 0.23% | 0.49% | 0.94% | Q4 2021 | Q2 2023 | 7 |
Almanack Investment Partners, LLC. | 6 | 1 | 0.04% | 0.10% | 0.15% | Q3 2017 | Q3 2022 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Moors & Cabot, Inc. | 7 | 7 | 0.04% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Clear Perspectives Financial Planning, LLC | 7 | 7 | 1.19% | 1.86% | 2.66% | Q2 2021 | Q4 2022 | 7 |
Ballew Advisors, Inc | 7 | 7 | 0.17% | 0.35% | 0.58% | Q4 2021 | Q2 2023 | 7 |
MJP ASSOCIATES INC /ADV | 7 | 7 | 0.40% | 0.76% | 0.86% | Q4 2021 | Q2 2023 | 7 |
FLAGSTAR ADVISORS INC | 7 | 7 | 0.28% | 0.46% | 0.60% | Q1 2022 | Q3 2023 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 1 | 0.01% | 0.13% | 0.76% | Q4 2020 | Q3 2023 | 7 |
Pinnacle Family Advisors, LLC | 7 | 7 | 0.40% | 0.62% | 0.90% | Q1 2022 | Q3 2023 | 7 |
Delos Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.03% | Q2 2021 | Q4 2022 | 7 |
Sandy Spring Bank | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WINTRUST INVESTMENTS LLC | 7 | 7 | 0.10% | 0.24% | 0.44% | Q3 2016 | Q1 2018 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.06% | 0.13% | 0.24% | Q4 2021 | Q3 2023 | 7 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 7 |
FWL INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 3.39% | 5.02% | Q1 2021 | Q3 2023 | 7 |
Cassia Capital Partners, LLC | 6 | 1 | 4.01% | 4.74% | 6.07% | Q2 2021 | Q1 2023 | 7 |
Laurel Wealth Advisors, Inc. | 5 | 2 | 0.54% | 0.81% | 1.23% | Q1 2021 | Q4 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.15% | 0.30% | 0.48% | Q1 2022 | Q3 2023 | 7 |
BKA Wealth Consulting, Inc. | 7 | 7 | 0.66% | 3.01% | 5.60% | Q1 2022 | Q3 2023 | 7 |
Independent Wealth Network Inc. | 7 | 7 | 0.14% | 0.24% | 0.34% | Q1 2022 | Q3 2023 | 7 |
E&G Advisors, LP | 7 | 7 | 0.39% | 0.81% | 1.06% | Q1 2022 | Q3 2023 | 7 |
Solitude Financial Services | 7 | 7 | 1.12% | 2.30% | 2.72% | Q1 2022 | Q3 2023 | 7 |
COLUMBIA ADVISORY PARTNERS LLC | 7 | 7 | 0.33% | 0.51% | 0.73% | Q1 2022 | Q3 2023 | 7 |
Key Client Fiduciary Advisors, LLC | 7 | 7 | 0.18% | 0.25% | 0.32% | Q4 2021 | Q2 2023 | 7 |
Waverton Investment Management Ltd | 7 | 7 | 0.07% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Flaharty Asset Management, LLC | 7 | 7 | 0.51% | 1.81% | 2.89% | Q1 2022 | Q3 2023 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Semmax Financial Advisors Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 7 |
TAP Consulting, LLC | 7 | 7 | 0.76% | 1.28% | 1.50% | Q1 2022 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.08% | 0.17% | 0.58% | Q1 2022 | Q3 2023 | 7 |
HBW ADVISORY SERVICES LLC | 7 | 7 | 0.14% | 0.42% | 0.70% | Q1 2022 | Q3 2023 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 1 | 0.01% | 0.29% | 0.47% | Q2 2021 | Q2 2023 | 7 |
BOKF, NA | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
EPG Wealth Management LLC | 7 | 7 | 0.35% | 0.46% | 0.60% | Q1 2022 | Q3 2023 | 7 |
Keystone Financial Group | 7 | 7 | 0.05% | 0.20% | 0.52% | Q2 2021 | Q4 2022 | 7 |
MGO ONE SEVEN LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 7 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2019 | 6 |
FIFTH THIRD BANCORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 6 | 6 | 0.09% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Key FInancial Inc | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Aspire Private Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 6 |
IFG Advisory, LLC | 6 | 6 | 0.03% | 0.06% | 0.12% | Q2 2021 | Q3 2022 | 6 |
MAGNOLIA CAPITAL ADVISORS LLC | 5 | 1 | 0.73% | 1.33% | 2.25% | Q2 2021 | Q3 2023 | 6 |
CreativeOne Wealth, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 6 |
Braun-Bostich & Associates Inc. | 6 | 6 | 0.64% | 1.06% | 1.68% | Q1 2022 | Q2 2023 | 6 |
Elevated Capital Advisors, LLC | 3 | 1 | 0.75% | 0.92% | 1.08% | Q1 2021 | Q1 2023 | 6 |
Blue Edge Capital, LLC | 4 | 2 | 0.88% | 0.97% | 1.08% | Q2 2014 | Q4 2016 | 6 |
Global Wealth Management Investment Advisory, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Mayflower Financial Advisors, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Americana Partners, LLC | 6 | 6 | 0.07% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Beaumont Financial Partners, LLC | 6 | 6 | 0.85% | 1.02% | 1.14% | Q1 2021 | Q2 2022 | 6 |
Fortress Wealth Group, LLC | 6 | 6 | 0.20% | 2.64% | 5.73% | Q2 2021 | Q3 2022 | 6 |
Cambridge Advisors Inc. | 6 | 6 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Integrated Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Ausdal Financial Partners, Inc. | 6 | 6 | 0.11% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
TD Waterhouse Canada Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 6 |
Valmark Advisers, Inc. | 6 | 6 | 0.20% | 0.22% | 0.24% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Integrated Advisors Network LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Ignite Planners, LLC | 6 | 6 | 0.24% | 0.91% | 1.49% | Q4 2021 | Q1 2023 | 6 |
Regal Investment Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2015 | 6 |
U.S. Capital Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Clearview Wealth Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
StoneX Group Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 6 |
AdvisorNet Financial, Inc | 3 | 3 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 6 |
Quantitative Advantage, LLC | 6 | 6 | 0.27% | 0.39% | 0.48% | Q4 2021 | Q1 2023 | 6 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 6 |
SIMPLEX TRADING, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 6 |
Quantum Private Wealth, LLC | 6 | 6 | 0.10% | 0.14% | 0.17% | Q1 2022 | Q2 2023 | 6 |
Dynamic Advisor Solutions LLC | 4 | 2 | 0.01% | 0.05% | 0.10% | Q2 2016 | Q1 2023 | 6 |
ADIRONDACK TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Sterling Manor Financial, LLC | 6 | 6 | 0.64% | 5.28% | 11.97% | Q1 2021 | Q2 2022 | 6 |
Birch Hill Investment Advisors LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Cresset Asset Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Savior LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 5 |
Miracle Mile Advisors, LLC | 4 | 1 | 0.49% | 3.58% | 14.30% | Q2 2014 | Q3 2023 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.03% | 0.14% | 0.55% | Q4 2021 | Q4 2022 | 5 |
Spire Wealth Management | 5 | 5 | 0.01% | 0.05% | 0.12% | Q1 2021 | Q1 2022 | 5 |
Hedeker Wealth, LLC | 5 | 5 | 0.10% | 0.86% | 1.52% | Q1 2022 | Q1 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.60% | 0.70% | 0.79% | Q3 2022 | Q3 2023 | 5 |
Wolf Group Capital Advisors | 5 | 5 | 0.13% | 2.24% | 3.04% | Q3 2022 | Q3 2023 | 5 |
Wagner Wealth Management, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 5 |
Advisor Resource Council | 5 | 5 | 0.35% | 0.51% | 0.84% | Q2 2021 | Q2 2022 | 5 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 5 | 5 | 0.18% | 0.30% | 0.44% | Q1 2021 | Q1 2022 | 5 |
CENTAURUS FINANCIAL, INC. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.21% | 0.33% | 0.56% | Q1 2015 | Q1 2016 | 5 |
Genesee Capital Advisors, LLC | 5 | 5 | 0.13% | 3.11% | 3.97% | Q1 2022 | Q1 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 5 |
Foundations Investment Advisors, LLC | 3 | 2 | 0.01% | 0.06% | 0.13% | Q2 2022 | Q3 2023 | 5 |
Arete Wealth Advisors, LLC | 5 | 5 | 0.04% | 0.18% | 0.27% | Q2 2022 | Q2 2023 | 5 |
Rehmann Capital Advisory Group | 5 | 5 | 0.06% | 0.21% | 0.33% | Q3 2022 | Q3 2023 | 5 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Leelyn Smith, LLC | 5 | 5 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q4 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 5 | 5 | 0.02% | 0.08% | 0.14% | Q3 2021 | Q3 2022 | 5 |
Choice Wealth Advisors, LLC | 5 | 5 | 3.06% | 3.40% | 3.96% | Q3 2022 | Q3 2023 | 5 |
Icon Wealth Partners, LLC | 5 | 5 | 0.02% | 0.07% | 0.16% | Q2 2021 | Q2 2022 | 5 |
Strid Group, LLC | 3 | 2 | 0.24% | 0.49% | 1.24% | Q3 2016 | Q3 2022 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Patriot Financial Group Insurance Agency, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2022 | 4 |
Triumph Capital Management | 3 | 1 | 0.12% | 0.14% | 0.17% | Q2 2021 | Q3 2023 | 4 |
Belvedere Trading LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 4 |
Capital Market Strategies LLC | 4 | 4 | 0.23% | 0.25% | 0.27% | Q1 2022 | Q4 2022 | 4 |
Integrity Advisory, LLC | 4 | 4 | 0.44% | 0.51% | 0.61% | Q1 2022 | Q4 2022 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.03% | 0.11% | Q1 2020 | Q1 2023 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.04% | 0.07% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Concorde Asset Management, LLC | 4 | 4 | 0.21% | 0.35% | 0.47% | Q3 2018 | Q2 2019 | 4 |
STERNE AGEE GROUP, INC. | 4 | 4 | 0.06% | 0.07% | 0.09% | Q2 2014 | Q1 2015 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RAYMOND JAMES TRUST N.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Accuvest Global Advisors | 4 | 4 | 0.60% | 1.13% | 1.48% | Q2 2018 | Q1 2019 | 4 |
WEALTH EFFECTS LLC | 4 | 4 | 0.17% | 0.24% | 0.30% | Q4 2021 | Q3 2022 | 4 |
BBVA USA Bancshares, Inc. | 4 | 4 | 0.04% | 0.06% | 0.07% | Q2 2014 | Q1 2015 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Mainsail Financial Group, LLC | 4 | 4 | 5.39% | 5.65% | 5.91% | Q4 2022 | Q3 2023 | 4 |
SlateStone Wealth, LLC | 4 | 4 | 0.38% | 1.01% | 1.69% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.04% | 0.41% | 1.45% | Q4 2022 | Q3 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 1.13% | 1.21% | 1.29% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.34% | 0.79% | 1.31% | Q4 2022 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 2.92% | 3.06% | 3.22% | Q4 2022 | Q3 2023 | 4 |
Core Wealth Partners LLC | 4 | 4 | 0.25% | 0.29% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q4 2018 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CURIAN CAPITAL LLC | 4 | 4 | 0.10% | 0.20% | 0.30% | Q1 2015 | Q4 2015 | 4 |
Bickling Financial Services, Inc. | 4 | 4 | 0.28% | 0.64% | 0.84% | Q1 2022 | Q4 2022 | 4 |
Israel Discount Bank of New York | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2018 | Q4 2018 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2021 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Mattern Wealth Management LLC | 4 | 4 | 0.10% | 0.24% | 0.32% | Q1 2022 | Q4 2022 | 4 |
Midwest Heritage Bank, FSB | 4 | 4 | 0.38% | 1.30% | 2.02% | Q2 2022 | Q1 2023 | 4 |
LOOMIS SAYLES & CO L P | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 4 | 4 | 0.32% | 0.93% | 1.50% | Q2 2022 | Q1 2023 | 4 |
ODonnell Financial Services, LLC | 4 | 4 | 4.28% | 9.33% | 20.95% | Q3 2021 | Q2 2022 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.19% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
NORTHWEST WEALTH MANAGEMENT, LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
G&S Capital LLC | 4 | 4 | 0.98% | 1.89% | 2.45% | Q4 2021 | Q3 2022 | 4 |
Hochman Cole Investment Advisors, Inc. | 4 | 4 | 0.19% | 0.31% | 0.63% | Q3 2017 | Q2 2018 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Moloney Securities Asset Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q4 2022 | 4 |
TKG Advisors, LLC | 4 | 4 | 1.30% | 2.57% | 3.19% | Q4 2021 | Q3 2022 | 4 |
FIRST TRUST ADVISORS LP | 3 | 1 | 0.00% | 0.13% | 0.19% | Q1 2022 | Q3 2023 | 4 |
Investors Financial Group, LLC | 4 | 4 | 0.24% | 0.32% | 0.40% | Q1 2021 | Q4 2021 | 4 |
WIN ADVISORS, INC | 4 | 4 | 0.00% | 0.03% | 0.09% | Q1 2022 | Q4 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q4 2022 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.40% | 0.49% | 0.63% | Q1 2023 | Q3 2023 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Paragon Private Wealth Management, LLC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2022 | Q3 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.25% | 0.59% | 0.83% | Q4 2021 | Q2 2022 | 3 |
AMERIPRISE FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q4 2022 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 1.40% | 1.49% | 1.66% | Q1 2023 | Q3 2023 | 3 |
Private Portfolio Partners LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.04% | 0.11% | Q4 2021 | Q4 2022 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Peterson Wealth Services | 3 | 3 | 0.21% | 0.22% | 0.22% | Q1 2022 | Q3 2022 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
HighTower Trust Company, N.A. | 2 | 1 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q1 2023 | 3 |
Prosperity Financial Group, Inc. | 3 | 3 | 2.38% | 5.56% | 7.77% | Q4 2022 | Q2 2023 | 3 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 3 | 0.00% | 0.11% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Advisors Preferred, LLC | 1 | 1 | 0.03% | 0.17% | 0.27% | Q4 2021 | Q3 2023 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q2 2022 | Q1 2023 | 3 |
S.C. Financial Services, Inc. | 3 | 3 | 0.85% | 1.11% | 1.39% | Q2 2022 | Q4 2022 | 3 |
Onyx Bridge Wealth Group LLC | 3 | 3 | 0.10% | 0.46% | 1.19% | Q2 2022 | Q4 2022 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.50% | 0.54% | 0.58% | Q1 2016 | Q3 2016 | 3 |
AIFG Consultants Ltd. | 3 | 3 | 0.50% | 2.39% | 5.86% | Q4 2022 | Q2 2023 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.15% | 0.24% | 0.33% | Q2 2021 | Q2 2022 | 3 |
Callan Capital, LLC | 3 | 3 | 3.14% | 3.58% | 3.92% | Q4 2014 | Q2 2015 | 3 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 3 |
UBP Investment Advisors SA | 3 | 3 | 0.08% | 0.25% | 0.60% | Q3 2021 | Q1 2022 | 3 |
Concentrum Wealth Management | 3 | 3 | 0.18% | 0.20% | 0.22% | Q3 2022 | Q1 2023 | 3 |
DeGreen Capital Management LLC | 3 | 3 | 3.96% | 6.23% | 7.55% | Q1 2016 | Q3 2016 | 3 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 3 |
EdgeRock Capital LLC | 3 | 3 | 0.89% | 1.98% | 2.80% | Q2 2022 | Q4 2022 | 3 |
ARS Wealth Advisors Group, LLC | 3 | 3 | 0.36% | 0.37% | 0.38% | Q2 2022 | Q4 2022 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
MORGAN JESS S & CO INC | 3 | 3 | 3.83% | 4.31% | 5.13% | Q1 2022 | Q3 2022 | 3 |
Authentikos Wealth Advisory, LLC | 3 | 3 | 1.29% | 1.39% | 1.56% | Q1 2023 | Q3 2023 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Stanford Investment Group, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q3 2015 | 3 |
TD Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BARRETT & COMPANY, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Cutter & CO Brokerage, Inc. | 2 | 1 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 3 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.00% | 0.04% | 0.06% | Q1 2014 | Q2 2022 | 3 |
WILLNER & HELLER, LLC | 3 | 3 | 0.43% | 0.53% | 0.62% | Q2 2022 | Q4 2022 | 3 |
LAKE STREET PRIVATE WEALTH, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2019 | Q4 2019 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Legacy Private Trust Co. | 1 | 1 | 0.07% | 0.49% | 0.91% | Q3 2015 | Q4 2016 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Insight Advisors, LLC/ PA | 2 | 2 | 0.12% | 0.50% | 0.89% | Q4 2020 | Q1 2021 | 2 |
Voit & Company, LLC | 2 | 2 | 0.38% | 0.38% | 0.38% | Q4 2018 | Q1 2019 | 2 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.07% | 0.10% | 0.13% | Q1 2022 | Q4 2022 | 2 |
Premia Global Advisors, LLC | 1 | 1 | 0.08% | 0.09% | 0.11% | Q2 2018 | Q1 2019 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
FISCHER INVESTMENT STRATEGIES, LLC | 2 | 2 | 0.61% | 0.65% | 0.68% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lansing Street Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
L.M. KOHN & COMPANY | 1 | 1 | 0.08% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 2 |
SFG Wealth Management, LLC. | 2 | 2 | 0.33% | 0.36% | 0.39% | Q4 2021 | Q1 2022 | 2 |
RELIANCE TRUST CO OF DELAWARE | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2018 | Q1 2019 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q2 2022 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
SSI INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.20% | 0.26% | 0.32% | Q1 2022 | Q2 2022 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.85% | 1.70% | Q1 2021 | Q2 2022 | 2 |
Arden Trust Co | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.29% | 0.39% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Ferguson Shapiro LLC | 2 | 2 | 0.42% | 1.53% | 2.64% | Q1 2021 | Q2 2021 | 2 |
Q3 Asset Management | 2 | 2 | 0.33% | 0.38% | 0.43% | Q1 2022 | Q2 2022 | 2 |
Asset Allocation Strategies LLC | 2 | 2 | 0.88% | 0.92% | 0.96% | Q2 2023 | Q3 2023 | 2 |
Sonora Investment Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
GOLDMAN SACHS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
LFS ASSET MANAGEMENT | 2 | 2 | 0.64% | 0.69% | 0.74% | Q2 2022 | Q3 2022 | 2 |
Beacon Pointe Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Plante Moran Financial Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Penobscot Investment Management Company, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.37% | 0.40% | 0.43% | Q2 2018 | Q3 2018 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q4 2020 | 2 |
Cedar Brook Financial Partners, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q2 2022 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.38% | 0.39% | 0.40% | Q4 2022 | Q1 2023 | 2 |
HALL LAURIE J TRUSTEE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Shamrock Asset Management LLC | 2 | 2 | 1.86% | 3.01% | 4.15% | Q1 2016 | Q2 2016 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q3 2014 | 2 |
TFB Advisors LLC | 2 | 2 | 0.18% | 0.35% | 0.53% | Q2 2023 | Q3 2023 | 2 |
Sanctuary Wealth Management, L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Del-Sette Capital Management, LLC | 2 | 2 | 4.43% | 7.72% | 11.02% | Q4 2021 | Q1 2022 | 2 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2 | 2 | 1.06% | 1.17% | 1.29% | Q2 2023 | Q3 2023 | 2 |
WealthTrust Asset Management, LLC | 2 | 2 | 0.26% | 0.33% | 0.40% | Q1 2022 | Q2 2022 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Bensler, LLC | 2 | 2 | 2.17% | 2.40% | 2.62% | Q1 2022 | Q2 2022 | 2 |
DCM Advisors, LLC | 2 | 2 | 0.14% | 0.17% | 0.19% | Q2 2021 | Q3 2021 | 2 |
Bullseye Investment Management, LLC | 2 | 2 | 0.45% | 1.95% | 3.45% | Q1 2022 | Q2 2022 | 2 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.42% | 0.83% | Q2 2021 | Q1 2022 | 2 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2014 | 2 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Heritage Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Veritable, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TPG Financial Advisors, LLC | 1 | 1 | 2.09% | 2.09% | 2.09% | Q4 2018 | Q4 2018 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 11.26% | 11.26% | 11.26% | Q2 2022 | Q2 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 2.30% | 2.30% | 2.30% | Q1 2022 | Q1 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Tidal Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Advisor OS, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
Intersect Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2015 | Q3 2015 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Trinity Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Wealth Alliance | 1 | 1 | 2.55% | 2.55% | 2.55% | Q4 2019 | Q4 2019 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
CHATHAM CAPITAL GROUP, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Whitaker-Myers Wealth Managers, LTD. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2022 | Q1 2022 | 1 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2021 | Q3 2021 | 1 |
Ergawealth Advisors, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2017 | Q4 2017 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Beck Bode, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2022 | Q4 2022 | 1 |
SELDON CAPITAL LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2022 | Q2 2022 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Ellsworth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Peterson Wealth Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2017 | Q4 2017 | 1 |
Trek Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2022 | Q1 2022 | 1 |
Ulland Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Epstein & White Financial LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Stegent Equity Advisors, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pflug Koory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own FIRST TR EXCHANGE TRAD FD VI or have owned FIRST TR EXCHANGE TRAD FD VI in the past.