Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 34 | 34 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
LPL Financial LLC | 34 | 34 | 0.00% | 0.06% | 0.11% | Q2 2015 | Q3 2023 | 34 |
LVZ, Inc. | 21 | 2 | 0.04% | 0.26% | 0.58% | Q1 2015 | Q3 2023 | 33 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 12 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
JANE STREET GROUP, LLC | 13 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 31 |
MORGAN STANLEY | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 30 | 30 | 0.00% | 0.06% | 0.11% | Q2 2016 | Q3 2023 | 30 |
First Heartland Consultants, Inc. | 30 | 30 | 0.04% | 0.54% | 1.39% | Q2 2016 | Q3 2023 | 30 |
UBS Group AG | 27 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 30 |
Cetera Advisors LLC | 24 | 6 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 30 |
BerganKDV Wealth Management, LLC | 29 | 29 | 0.05% | 0.10% | 0.23% | Q2 2016 | Q2 2023 | 29 |
Clearwater Capital Advisors, LLC | 29 | 29 | 0.07% | 0.27% | 0.43% | Q3 2016 | Q3 2023 | 29 |
HighTower Advisors, LLC | 29 | 29 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q3 2023 | 29 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.15% | 0.23% | 0.34% | Q4 2016 | Q3 2023 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 28 | 28 | 0.00% | 0.03% | 0.16% | Q4 2016 | Q3 2023 | 28 |
CITIGROUP INC | 19 | 3 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 28 |
Cambridge Investment Research Advisors, Inc. | 16 | 2 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 28 |
Plante Moran Financial Advisors, LLC | 27 | 27 | 0.03% | 0.06% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Private Advisor Group, LLC | 25 | 1 | 0.01% | 0.06% | 0.12% | Q3 2016 | Q3 2023 | 26 |
Occidental Asset Management, LLC | 26 | 26 | 0.08% | 0.33% | 0.49% | Q2 2017 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Regal Investment Advisors LLC | 14 | 1 | 0.04% | 0.08% | 0.13% | Q3 2016 | Q3 2023 | 26 |
Cetera Investment Advisers | 25 | 1 | 0.03% | 0.39% | 0.82% | Q4 2015 | Q3 2023 | 26 |
Ameritas Investment Partners, Inc. | 25 | 25 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 25 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.00% | 0.06% | 0.11% | Q3 2017 | Q3 2023 | 25 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 0.56% | 0.84% | 1.14% | Q4 2017 | Q3 2023 | 24 |
Cetera Advisor Networks LLC | 24 | 24 | 0.01% | 0.05% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Avestar Capital, LLC | 24 | 24 | 0.14% | 0.80% | 1.41% | Q4 2017 | Q3 2023 | 24 |
Eldridge Investment Advisors, Inc. | 24 | 24 | 0.93% | 3.36% | 4.77% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 19 | 5 | 0.00% | 0.08% | 0.21% | Q3 2017 | Q3 2023 | 24 |
Baird Financial Group, Inc. | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Legacy Private Trust Co. | 24 | 24 | 0.05% | 1.16% | 1.88% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Snowden Capital Advisors LLC | 15 | 8 | 0.05% | 0.21% | 0.52% | Q4 2017 | Q3 2023 | 23 |
Blackhawk Capital Partners LLC. | 20 | 3 | 0.87% | 3.80% | 6.65% | Q4 2017 | Q3 2023 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.16% | 0.46% | 0.66% | Q1 2018 | Q3 2023 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Cypress Capital Group | 23 | 23 | 0.12% | 0.97% | 1.57% | Q1 2018 | Q3 2023 | 23 |
STIFEL FINANCIAL CORP | 18 | 5 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 23 |
GM Advisory Group, LLC | 18 | 4 | 0.07% | 1.29% | 2.50% | Q1 2018 | Q3 2023 | 22 |
First Horizon Advisors, Inc. | 13 | 9 | 0.00% | 0.03% | 0.17% | Q4 2017 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.06% | 0.15% | Q1 2016 | Q3 2023 | 22 |
NewEdge Advisors, LLC | 21 | 21 | 0.02% | 0.05% | 0.12% | Q3 2018 | Q3 2023 | 21 |
MONEYWISE, INC. | 18 | 3 | 1.01% | 2.61% | 4.65% | Q2 2018 | Q3 2023 | 21 |
First Allied Advisory Services, Inc. | 15 | 6 | 0.01% | 0.06% | 0.18% | Q2 2015 | Q3 2020 | 21 |
Janney Montgomery Scott LLC | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 21 | 21 | 0.01% | 0.13% | 0.28% | Q3 2018 | Q3 2023 | 21 |
IHT Wealth Management, LLC | 19 | 2 | 0.02% | 0.06% | 0.21% | Q4 2017 | Q3 2023 | 21 |
Stratos Wealth Partners, LTD. | 18 | 1 | 0.01% | 0.11% | 0.22% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
AMERIPRISE FINANCIAL INC | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Milestone Advisory Partners | 20 | 20 | 0.14% | 1.03% | 1.89% | Q4 2018 | Q3 2023 | 20 |
Frisch Financial Group, Inc. | 20 | 20 | 0.46% | 5.70% | 9.36% | Q4 2018 | Q3 2023 | 20 |
Financial Advocates Investment Management | 20 | 20 | 0.03% | 0.24% | 0.43% | Q4 2018 | Q3 2023 | 20 |
OneDigital Investment Advisors LLC | 20 | 20 | 0.05% | 0.14% | 0.36% | Q4 2018 | Q3 2023 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.10% | 0.33% | 0.66% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.05% | 0.14% | 0.27% | Q4 2017 | Q3 2022 | 20 |
CWM, LLC | 10 | 2 | 0.00% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 20 |
Barber Financial Group, Inc. | 20 | 20 | 0.17% | 0.58% | 0.95% | Q2 2018 | Q1 2023 | 20 |
ERn Financial, LLC | 20 | 20 | 0.50% | 3.27% | 4.98% | Q4 2018 | Q3 2023 | 20 |
Arete Wealth Advisors, LLC | 19 | 1 | 0.02% | 0.06% | 0.10% | Q1 2018 | Q2 2023 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Mutual Advisors, LLC | 19 | 19 | 0.07% | 0.21% | 0.37% | Q1 2019 | Q3 2023 | 19 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 19 | 19 | 0.92% | 4.97% | 9.02% | Q1 2019 | Q3 2023 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 19 | 19 | 0.02% | 0.26% | 0.68% | Q1 2019 | Q3 2023 | 19 |
USCA RIA LLC | 19 | 19 | 0.04% | 0.10% | 0.16% | Q4 2016 | Q2 2021 | 19 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 19 | 19 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q4 2019 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.21% | 0.39% | 0.63% | Q1 2019 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 11 | 1 | 0.00% | 0.05% | 0.12% | Q1 2017 | Q2 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 19 |
PFG Advisors | 18 | 18 | 0.02% | 0.12% | 0.29% | Q4 2017 | Q1 2022 | 18 |
Cooper Financial Group | 18 | 18 | 0.19% | 0.29% | 0.43% | Q2 2019 | Q3 2023 | 18 |
Stratos Wealth Advisors, LLC | 18 | 18 | 0.09% | 0.31% | 0.80% | Q2 2019 | Q3 2023 | 18 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 18 | 18 | 0.23% | 0.27% | 0.38% | Q2 2019 | Q3 2023 | 18 |
US BANCORP \DE\ | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Rehmann Capital Advisory Group | 15 | 3 | 0.06% | 0.21% | 0.27% | Q1 2019 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 18 | 18 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q2 2023 | 18 |
Advisory Services Network, LLC | 13 | 5 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 18 |
BENJAMIN EDWARDS INC | 18 | 18 | 0.06% | 0.12% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Gladstone Institutional Advisory LLC | 18 | 18 | 0.03% | 0.55% | 1.73% | Q2 2019 | Q3 2023 | 18 |
Insight Wealth Strategies, LLC | 18 | 18 | 0.11% | 0.24% | 0.32% | Q2 2019 | Q3 2023 | 18 |
Sigma Planning Corp | 17 | 17 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Advisory Resource Group | 17 | 17 | 0.08% | 0.37% | 0.80% | Q3 2019 | Q3 2023 | 17 |
Cornerstone Wealth Management, LLC | 12 | 2 | 0.01% | 0.06% | 0.11% | Q2 2018 | Q3 2023 | 17 |
OPPENHEIMER & CO INC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
NewSquare Capital LLC | 16 | 1 | 0.07% | 0.13% | 0.22% | Q1 2016 | Q3 2023 | 17 |
Valeo Financial Advisors, LLC | 15 | 2 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q1 2023 | 17 |
NORTHWEST WEALTH MANAGEMENT, LLC | 17 | 17 | 0.01% | 0.79% | 1.80% | Q1 2018 | Q1 2022 | 17 |
Prospera Financial Services Inc | 17 | 17 | 0.03% | 0.09% | 0.44% | Q3 2019 | Q3 2023 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.15% | 0.39% | 0.65% | Q3 2019 | Q3 2023 | 17 |
Larson Financial Group LLC | 17 | 17 | 0.11% | 0.23% | 0.41% | Q3 2019 | Q3 2023 | 17 |
LAKE STREET PRIVATE WEALTH, LLC | 17 | 17 | 0.08% | 0.44% | 0.90% | Q3 2019 | Q3 2023 | 17 |
HCR Wealth Advisors | 17 | 17 | 0.04% | 0.14% | 0.22% | Q3 2019 | Q3 2023 | 17 |
Cedar Brook Financial Partners, LLC | 17 | 17 | 0.05% | 0.30% | 0.57% | Q3 2019 | Q3 2023 | 17 |
Leelyn Smith, LLC | 16 | 16 | 0.16% | 0.32% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
COUNTRY TRUST BANK | 16 | 16 | 0.05% | 0.10% | 0.14% | Q1 2020 | Q4 2023 | 16 |
FLAGSHIP HARBOR ADVISORS, LLC | 16 | 16 | 0.00% | 0.09% | 0.24% | Q4 2019 | Q3 2023 | 16 |
WealthBridge Capital Management, LLC | 16 | 16 | 0.09% | 0.23% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Seascape Capital Management | 16 | 16 | 0.12% | 0.30% | 0.72% | Q4 2019 | Q3 2023 | 16 |
Atria Investments, Inc | 16 | 16 | 0.04% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Crumly & Associates Inc. | 16 | 16 | 0.39% | 0.85% | 1.78% | Q4 2019 | Q3 2023 | 16 |
PETERSON WEALTH MANAGEMENT | 16 | 16 | 0.23% | 0.77% | 1.57% | Q4 2019 | Q3 2023 | 16 |
Atlas Private Wealth Management, LLC | 16 | 16 | 1.99% | 2.60% | 3.21% | Q4 2019 | Q3 2023 | 16 |
Bernardo Wealth Planning LLC | 16 | 16 | 0.18% | 0.77% | 1.14% | Q4 2019 | Q3 2023 | 16 |
TL Private Wealth | 16 | 16 | 0.55% | 2.53% | 3.73% | Q4 2019 | Q3 2023 | 16 |
Financial Strategies Group, Inc. | 16 | 16 | 0.11% | 0.28% | 0.43% | Q4 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 16 | 16 | 0.01% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
FMA ADVISORY INC | 15 | 1 | 0.20% | 0.36% | 0.50% | Q1 2017 | Q1 2021 | 16 |
SeaCrest Wealth Management, LLC | 16 | 16 | 0.08% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.12% | 0.22% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.11% | 0.35% | 0.56% | Q3 2019 | Q3 2023 | 15 |
Western Wealth Management, LLC | 8 | 7 | 0.06% | 0.22% | 0.33% | Q4 2019 | Q3 2023 | 15 |
WINTRUST INVESTMENTS LLC | 15 | 15 | 0.02% | 0.09% | 0.48% | Q1 2020 | Q3 2023 | 15 |
Walkner Condon Financial Advisors LLC | 8 | 7 | 0.14% | 0.69% | 1.93% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q4 2019 | 15 |
Avantax Planning Partners, Inc. | 15 | 15 | 0.02% | 0.84% | 1.98% | Q1 2020 | Q3 2023 | 15 |
Financial Enhancement Group LLC | 15 | 15 | 0.01% | 0.52% | 1.26% | Q1 2019 | Q3 2022 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q3 2023 | 15 |
RAYMOND JAMES TRUST N.A. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
NEXT Financial Group, Inc | 11 | 1 | 0.05% | 0.11% | 0.26% | Q2 2017 | Q4 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.05% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
GOLDMAN SACHS GROUP INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 6 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q4 2022 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.05% | 0.06% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Magnus Financial Group LLC | 14 | 14 | 0.03% | 0.73% | 2.48% | Q2 2020 | Q3 2023 | 14 |
SENTINEL PENSION ADVISORS INC | 10 | 4 | 0.17% | 0.30% | 0.42% | Q1 2020 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2023 | 14 |
Global Retirement Partners, LLC | 10 | 4 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.68% | 1.53% | 3.77% | Q2 2020 | Q3 2023 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 14 |
HBW ADVISORY SERVICES LLC | 13 | 1 | 0.06% | 0.14% | 0.35% | Q4 2019 | Q2 2023 | 14 |
&PARTNERS | 14 | 14 | 0.21% | 0.69% | 1.46% | Q2 2020 | Q3 2023 | 14 |
Hochman Cole Investment Advisors, Inc. | 14 | 14 | 0.32% | 0.51% | 0.75% | Q2 2018 | Q3 2021 | 14 |
Pensionmark Financial Group, LLC | 14 | 14 | 0.05% | 0.07% | 0.11% | Q4 2019 | Q1 2023 | 14 |
Core Wealth Advisors, Inc. | 14 | 14 | 0.01% | 0.23% | 0.69% | Q2 2020 | Q3 2023 | 14 |
Csenge Advisory Group | 14 | 14 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
LexAurum Advisors, LLC | 9 | 5 | 0.42% | 0.97% | 1.76% | Q4 2017 | Q3 2021 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.06% | 0.12% | 0.15% | Q3 2020 | Q3 2023 | 13 |
AFT, FORSYTH & COMPANY, INC. | 13 | 13 | 0.18% | 0.23% | 0.27% | Q4 2017 | Q4 2020 | 13 |
WASHINGTON TRUST Co | 13 | 13 | 0.00% | 0.01% | 0.08% | Q1 2020 | Q1 2023 | 13 |
Ausdal Financial Partners, Inc. | 13 | 13 | 0.08% | 0.29% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Prestige Wealth Management Group LLC | 13 | 13 | 0.70% | 1.12% | 1.84% | Q3 2020 | Q3 2023 | 13 |
EPG Wealth Management LLC | 10 | 3 | 0.06% | 0.19% | 0.37% | Q4 2019 | Q3 2023 | 13 |
Winslow, Evans & Crocker, Inc. | 13 | 13 | 0.00% | 0.09% | 0.19% | Q4 2017 | Q4 2020 | 13 |
Wagner Wealth Management, LLC | 9 | 4 | 0.17% | 0.92% | 1.63% | Q4 2017 | Q4 2022 | 13 |
Stonebridge Financial Planning Group, LLC | 13 | 13 | 0.14% | 0.41% | 1.19% | Q4 2019 | Q4 2022 | 13 |
PFG Private Wealth Management, LLC | 13 | 13 | 0.79% | 1.14% | 1.65% | Q4 2019 | Q4 2022 | 13 |
Southland Equity Partners LLC | 12 | 12 | 0.46% | 0.67% | 1.07% | Q4 2020 | Q3 2023 | 12 |
Signature Wealth Management Group | 12 | 12 | 0.16% | 0.22% | 0.32% | Q3 2020 | Q2 2023 | 12 |
Grant/GrossMendelsohn, LLC | 12 | 12 | 0.61% | 1.08% | 2.01% | Q4 2020 | Q3 2023 | 12 |
Weitzel Financial Services, Inc. | 12 | 12 | 0.95% | 1.39% | 1.65% | Q4 2020 | Q3 2023 | 12 |
Engrave Wealth Partners LLC | 12 | 12 | 0.22% | 0.39% | 0.62% | Q4 2019 | Q3 2022 | 12 |
Doyle Wealth Management | 12 | 12 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2022 | 12 |
CWA Asset Management Group, LLC | 12 | 12 | 0.98% | 3.30% | 5.63% | Q4 2020 | Q3 2023 | 12 |
Total Clarity Wealth Management, Inc. | 12 | 12 | 1.99% | 2.49% | 4.66% | Q4 2019 | Q3 2022 | 12 |
QP WEALTH MANAGEMENT, LLC | 12 | 12 | 1.19% | 1.44% | 1.62% | Q4 2019 | Q3 2022 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.94% | 1.42% | 1.99% | Q4 2020 | Q3 2023 | 12 |
INSPIRION WEALTH ADVISORS, LLC | 11 | 1 | 0.05% | 0.14% | 0.67% | Q3 2019 | Q3 2023 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 2.18% | 3.13% | 3.73% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 9 | 3 | 0.00% | 0.08% | 0.35% | Q1 2020 | Q3 2023 | 12 |
Kowal Investment Group, LLC | 12 | 12 | 0.92% | 1.94% | 2.69% | Q4 2020 | Q3 2023 | 12 |
Capital Analysts, LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
LINCOLN NATIONAL CORP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Wills Financial Group, Inc. | 12 | 12 | 0.74% | 1.03% | 1.17% | Q4 2019 | Q3 2022 | 12 |
Tower Wealth Partners, Inc. | 12 | 12 | 1.79% | 3.08% | 4.66% | Q4 2020 | Q3 2023 | 12 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 12 |
Meridian Wealth Management, LLC | 12 | 12 | 0.04% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
Spotlight Asset Group, Inc. | 8 | 1 | 0.29% | 0.38% | 0.55% | Q4 2019 | Q3 2023 | 12 |
PFS INVESTMENTS INC. | 12 | 12 | 0.08% | 0.18% | 0.30% | Q3 2020 | Q2 2023 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 2.12% | 2.76% | 3.28% | Q4 2020 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.78% | 0.90% | 1.29% | Q4 2020 | Q3 2023 | 12 |
Strategic Blueprint, LLC | 12 | 12 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.13% | 0.32% | 0.65% | Q4 2018 | Q3 2021 | 12 |
B. Riley Wealth Advisors, Inc. | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 8 | 3 | 0.16% | 0.47% | 0.72% | Q3 2019 | Q3 2022 | 11 |
B. Riley Wealth Management, Inc. | 11 | 11 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q2 2022 | 11 |
FOSTER & MOTLEY INC | 11 | 11 | 0.15% | 0.24% | 0.39% | Q1 2021 | Q3 2023 | 11 |
SignalPoint Asset Management, LLC | 11 | 11 | 0.07% | 0.09% | 0.12% | Q4 2019 | Q2 2022 | 11 |
Koshinski Asset Management, Inc. | 7 | 2 | 0.17% | 0.24% | 0.33% | Q3 2020 | Q3 2023 | 11 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.01% | 0.27% | 0.87% | Q2 2019 | Q3 2023 | 11 |
CHIRON CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.30% | 0.93% | 1.39% | Q3 2020 | Q1 2023 | 11 |
HL FINANCIAL SERVICES LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2019 | 11 |
MSI Financial Services Inc | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2016 | 11 |
FMR LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
MEEDER ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.05% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Mariner, LLC | 8 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 11 |
MOTCO | 11 | 11 | 0.01% | 0.51% | 0.90% | Q1 2021 | Q3 2023 | 11 |
CENTAURUS FINANCIAL, INC. | 7 | 4 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2023 | 11 |
AdvisorNet Financial, Inc | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.06% | 0.17% | 0.26% | Q4 2020 | Q1 2023 | 10 |
Valmark Advisers, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Whitnell & Co. | 7 | 3 | 0.02% | 0.37% | 0.73% | Q4 2015 | Q4 2019 | 10 |
Ellis Investment Partners, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q2 2022 | 10 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q2 2022 | 10 |
Vishria Bird Financial Group, LLC | 10 | 10 | 4.67% | 6.30% | 7.70% | Q2 2020 | Q3 2022 | 10 |
D.A. DAVIDSON & CO. | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Golden State Wealth Management, LLC | 7 | 1 | 0.04% | 0.07% | 0.11% | Q2 2019 | Q1 2022 | 10 |
Purus Wealth Management, LLC | 5 | 5 | 0.28% | 0.38% | 0.50% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.05% | 0.12% | 0.22% | Q1 2021 | Q3 2023 | 10 |
TrueWealth Advisors, LLC | 10 | 10 | 0.09% | 0.16% | 0.20% | Q1 2021 | Q2 2023 | 10 |
JPMORGAN CHASE & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q1 2020 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.04% | 0.21% | Q4 2016 | Q1 2022 | 9 |
3D/L Capital Management, LLC | 8 | 1 | 0.00% | 0.51% | 0.61% | Q4 2020 | Q3 2023 | 9 |
Camelot Portfolios, LLC | 6 | 3 | 0.09% | 0.11% | 0.13% | Q2 2016 | Q3 2019 | 9 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 9 | 9 | 0.03% | 0.11% | 0.28% | Q1 2018 | Q1 2020 | 9 |
Virtue Capital Management, LLC | 9 | 9 | 0.08% | 0.16% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
M Holdings Securities, Inc. | 6 | 1 | 0.06% | 0.08% | 0.11% | Q3 2018 | Q1 2022 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.04% | 0.98% | 1.52% | Q4 2019 | Q3 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.12% | 0.35% | 0.45% | Q4 2021 | Q4 2023 | 9 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 9 |
MONECO Advisors, LLC | 9 | 9 | 0.14% | 0.23% | 0.28% | Q3 2021 | Q3 2023 | 9 |
HOLLENCREST CAPITAL MANAGEMENT | 5 | 4 | 0.00% | 0.05% | 0.13% | Q2 2021 | Q3 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 9 |
Genesee Capital Advisors, LLC | 8 | 1 | 0.11% | 0.14% | 0.16% | Q1 2021 | Q2 2023 | 9 |
Aptus Capital Advisors, LLC | 8 | 1 | 0.01% | 0.03% | 0.09% | Q1 2019 | Q2 2023 | 9 |
Hedeker Wealth, LLC | 9 | 9 | 0.17% | 0.52% | 2.01% | Q3 2021 | Q3 2023 | 9 |
MGO ONE SEVEN LLC | 5 | 4 | 0.11% | 0.21% | 0.32% | Q4 2019 | Q3 2023 | 9 |
Principle Wealth Partners LLC | 9 | 9 | 0.03% | 0.05% | 0.09% | Q4 2019 | Q4 2021 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.37% | 0.63% | 0.89% | Q3 2021 | Q3 2023 | 9 |
LEVEL FOUR ADVISORY SERVICES, LLC | 6 | 3 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 9 |
Hanlon Investment Management, Inc. | 9 | 9 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 6 | 3 | 0.02% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 9 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.38% | 1.01% | 1.44% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 9.40% | 12.26% | 15.65% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.10% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Mattern Wealth Management LLC | 4 | 4 | 0.07% | 0.79% | 1.76% | Q2 2021 | Q2 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.23% | 0.28% | 0.31% | Q1 2021 | Q3 2023 | 8 |
WEALTH MANAGEMENT RESOURCES, INC. | 8 | 8 | 1.47% | 1.84% | 2.73% | Q4 2021 | Q3 2023 | 8 |
Dynamic Advisor Solutions LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 0.78% | 0.96% | 1.09% | Q4 2021 | Q3 2023 | 8 |
RMR Wealth Builders | 8 | 8 | 0.18% | 0.81% | 1.27% | Q4 2021 | Q3 2023 | 8 |
FIFTH THIRD BANCORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Miracle Mile Advisors, LLC | 8 | 8 | 0.04% | 0.46% | 0.81% | Q4 2021 | Q3 2023 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 1.04% | 1.28% | 1.71% | Q4 2018 | Q3 2020 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.23% | 0.39% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Landmark Wealth Management, LLC | 8 | 8 | 1.08% | 1.56% | 2.68% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.65% | 0.95% | 1.27% | Q4 2021 | Q3 2023 | 8 |
SUTTON PLACE INVESTORS LLC | 8 | 8 | 1.65% | 2.19% | 3.05% | Q4 2021 | Q3 2023 | 8 |
Sterling Manor Financial, LLC | 8 | 8 | 0.24% | 0.28% | 0.36% | Q4 2020 | Q3 2022 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.35% | 0.53% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.22% | 0.32% | 0.38% | Q4 2021 | Q4 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Allworth Financial LP | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Clark Capital Management Group, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 8 |
Altus Wealth Group LLC | 8 | 8 | 0.28% | 0.65% | 0.81% | Q4 2020 | Q3 2022 | 8 |
ASSETMARK, INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Sovereign Financial Group, Inc. | 8 | 8 | 0.10% | 0.14% | 0.17% | Q3 2021 | Q2 2023 | 8 |
ETRADE Capital Management LLC | 8 | 8 | 0.01% | 0.06% | 0.08% | Q4 2018 | Q3 2020 | 8 |
Erickson Financial Group, LLC | 8 | 8 | 0.22% | 0.73% | 1.20% | Q4 2021 | Q3 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.42% | 0.59% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.02% | 0.67% | 0.89% | Q4 2021 | Q3 2023 | 8 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.11% | 0.42% | Q3 2020 | Q3 2023 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 1.06% | 1.88% | 2.55% | Q4 2021 | Q3 2023 | 8 |
Main Street Financial Solutions, LLC | 8 | 8 | 0.07% | 0.22% | 0.44% | Q4 2020 | Q3 2022 | 8 |
Fluent Financial, LLC | 8 | 8 | 0.60% | 0.67% | 0.75% | Q4 2018 | Q3 2020 | 8 |
RFG Advisory, LLC | 8 | 8 | 0.04% | 0.30% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Coyle Financial Counsel LLC | 3 | 1 | 0.27% | 0.36% | 0.45% | Q2 2016 | Q3 2020 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.16% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
JOURNEY STRATEGIC WEALTH LLC | 6 | 1 | 0.03% | 0.17% | 0.23% | Q4 2021 | Q3 2023 | 7 |
Kovack Advisors, Inc. | 5 | 2 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q3 2023 | 7 |
Financial Planning & Information Services, Inc. | 7 | 7 | 0.14% | 2.16% | 2.96% | Q1 2022 | Q3 2023 | 7 |
AVIANCE CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.17% | 0.56% | Q3 2017 | Q1 2019 | 7 |
Essex Financial Services, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 7 |
Gradient Investments LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 7 |
OPPENHEIMER ASSET MANAGEMENT INC. | 7 | 7 | 0.10% | 0.23% | 0.28% | Q1 2019 | Q3 2020 | 7 |
Greenwich Investment Management, Inc. | 6 | 1 | 0.14% | 0.94% | 1.72% | Q2 2019 | Q4 2021 | 7 |
Kingsview Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.14% | 0.17% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Orion Portfolio Solutions, LLC | 5 | 2 | 0.00% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 7 |
Icon Wealth Partners, LLC | 4 | 3 | 0.04% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 7 |
Echo Wealth Management, LLC | 7 | 7 | 0.46% | 1.19% | 1.55% | Q4 2020 | Q2 2022 | 7 |
Teamwork Financial Advisors, LLC | 7 | 7 | 0.15% | 0.26% | 0.48% | Q2 2020 | Q4 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Holistic Financial Partners | 7 | 7 | 0.15% | 0.28% | 0.50% | Q2 2019 | Q4 2020 | 7 |
Redhawk Wealth Advisors, Inc. | 4 | 3 | 0.12% | 0.47% | 1.12% | Q4 2019 | Q2 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 7 |
Brendel Financial Advisors LLC | 7 | 7 | 0.35% | 0.39% | 0.48% | Q4 2018 | Q2 2020 | 7 |
XML Financial, LLC | 3 | 1 | 0.04% | 0.32% | 0.76% | Q4 2021 | Q3 2023 | 6 |
ARKANSAS FINANCIAL GROUP, INC. | 6 | 6 | 0.32% | 0.97% | 1.32% | Q2 2022 | Q3 2023 | 6 |
Forum Private Client Group LLC | 6 | 6 | 0.16% | 0.20% | 0.24% | Q1 2022 | Q2 2023 | 6 |
Intrua Financial, LLC | 6 | 6 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.07% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 6 |
IFC Holdings Incorporated/FL | 6 | 6 | 0.02% | 0.12% | 0.29% | Q2 2016 | Q3 2017 | 6 |
CENTRAL TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 6 |
Apollon Wealth Management, LLC | 6 | 6 | 0.02% | 0.06% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 1 | 0.05% | 0.07% | 0.11% | Q4 2018 | Q3 2022 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
SILVER OAK SECURITIES, INCORPORATED | 6 | 6 | 0.04% | 0.11% | 0.18% | Q2 2022 | Q3 2023 | 6 |
MCDONALD PARTNERS LLC | 6 | 6 | 0.13% | 0.16% | 0.19% | Q2 2022 | Q3 2023 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.06% | 0.11% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q1 2021 | 6 |
Treynor Bancshares, Inc. | 6 | 6 | 0.26% | 0.80% | 1.22% | Q4 2021 | Q1 2023 | 6 |
Carmichael Hill & Associates, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
McNamara Financial Services, Inc. | 6 | 6 | 0.09% | 0.10% | 0.10% | Q2 2022 | Q3 2023 | 6 |
ShoreHaven Wealth Partners, LLC | 3 | 1 | 0.22% | 0.86% | 1.98% | Q4 2020 | Q3 2023 | 6 |
Warren Street Wealth Advisors, LLC | 6 | 6 | 0.34% | 0.53% | 0.71% | Q2 2022 | Q3 2023 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 6 |
Wealth Enhancement & Preservation of GA, LLC | 6 | 6 | 1.45% | 3.45% | 12.18% | Q2 2021 | Q3 2022 | 6 |
BHF RG Capital Inc. | 5 | 5 | 1.09% | 2.26% | 3.97% | Q4 2019 | Q4 2020 | 5 |
Trinity Legacy Partners, LLC | 5 | 5 | 0.14% | 0.46% | 0.70% | Q3 2021 | Q3 2022 | 5 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
EdgeRock Capital LLC | 5 | 5 | 2.57% | 3.75% | 5.53% | Q2 2022 | Q2 2023 | 5 |
Cresset Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.01% | 0.04% | 0.11% | Q3 2021 | Q3 2022 | 5 |
High Note Wealth, LLC | 5 | 5 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q4 2021 | 5 |
Westside Investment Management, Inc. | 5 | 5 | 0.29% | 0.68% | 0.96% | Q3 2022 | Q3 2023 | 5 |
Global Trust Asset Management, LLC | 5 | 5 | 0.17% | 0.39% | 0.51% | Q1 2019 | Q1 2020 | 5 |
Financial Network Wealth Management LLC | 5 | 5 | 0.11% | 0.13% | 0.16% | Q4 2020 | Q4 2021 | 5 |
Elk River Wealth Management, LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q4 2021 | 5 |
Private Advisory Group LLC | 5 | 5 | 0.29% | 0.44% | 0.64% | Q1 2021 | Q1 2022 | 5 |
WCG Wealth Advisors LLC | 4 | 4 | 0.01% | 0.10% | 0.15% | Q2 2022 | Q1 2023 | 5 |
Landsberg, Bennett, & Dubbaneh LLC | 5 | 5 | 0.99% | 1.88% | 2.20% | Q3 2020 | Q3 2021 | 5 |
WEALTHSOURCE PARTNERS, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q2 2018 | Q2 2019 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q4 2019 | 5 |
Tempus Wealth Planning, LLC | 5 | 5 | 0.24% | 0.27% | 0.29% | Q3 2022 | Q3 2023 | 5 |
BT Wealth Management LLC | 5 | 5 | 0.10% | 0.17% | 0.26% | Q3 2019 | Q3 2020 | 5 |
Pinnacle Advisory Group, Inc. | 5 | 5 | 1.61% | 1.76% | 2.18% | Q1 2020 | Q1 2021 | 5 |
Visionary Wealth Advisors | 3 | 2 | 0.02% | 0.14% | 0.25% | Q4 2021 | Q3 2023 | 5 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 2.59% | 2.78% | 2.96% | Q4 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 2.06% | 2.66% | 2.92% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
J Arnold Wealth Management Co | 4 | 4 | 0.14% | 0.93% | 1.86% | Q3 2020 | Q2 2021 | 4 |
Gray Wealth Management Inc. | 4 | 4 | 0.11% | 0.12% | 0.13% | Q3 2021 | Q2 2022 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 2.17% | 2.29% | 2.43% | Q4 2022 | Q3 2023 | 4 |
Scissortail Wealth Management, LLC | 4 | 4 | 0.56% | 0.88% | 1.20% | Q4 2021 | Q3 2022 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.27% | 0.34% | 0.40% | Q4 2021 | Q3 2022 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
ARQ WEALTH ADVISORS, LLC | 2 | 1 | 4.22% | 4.76% | 5.38% | Q1 2020 | Q3 2021 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.30% | 0.32% | 0.33% | Q4 2022 | Q3 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.17% | 0.19% | 0.21% | Q1 2020 | Q4 2020 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 1.48% | 1.54% | 1.61% | Q4 2022 | Q3 2023 | 4 |
PCG Wealth Advisors, LLC | 4 | 4 | 0.22% | 0.37% | 0.56% | Q4 2021 | Q3 2022 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.30% | 0.31% | 0.34% | Q4 2022 | Q3 2023 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
TIAA, FSB | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 4 |
ROBINSON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.16% | 0.18% | 0.21% | Q1 2020 | Q4 2020 | 4 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2020 | 4 |
TUCKER ASSET MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 4 |
Lee Financial Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.84% | 0.98% | 1.13% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Lifestyle Asset Management, Inc. | 4 | 4 | 1.25% | 1.59% | 1.98% | Q4 2022 | Q3 2023 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2020 | 4 |
TOTAL INVESTMENT MANAGEMENT INC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.22% | 0.30% | 0.38% | Q4 2021 | Q2 2022 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2022 | Q3 2022 | 3 |
CALTON & ASSOCIATES, INC. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q1 2022 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Jaffetilchin Investment Partners, LLC | 3 | 3 | 0.08% | 0.15% | 0.20% | Q4 2019 | Q2 2020 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.06% | 0.14% | 0.19% | Q1 2023 | Q3 2023 | 3 |
AMERICAN INTERNATIONAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Truadvice, LLC | 3 | 3 | 0.19% | 0.31% | 0.45% | Q3 2020 | Q1 2021 | 3 |
Security Financial Services, INC. | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Anchor Investment Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.18% | 0.26% | 0.31% | Q1 2023 | Q3 2023 | 3 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.58% | 0.69% | 0.79% | Q1 2022 | Q4 2022 | 3 |
Spire Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 3 |
tru Independence LLC | 3 | 3 | 0.13% | 0.17% | 0.20% | Q4 2019 | Q2 2020 | 3 |
Conservest Capital Advisors, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Brinker Capital Investments, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
TRH Financial, LLC | 3 | 3 | 0.12% | 0.18% | 0.22% | Q2 2020 | Q4 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Evergreen Wealth Solutions, LLC | 3 | 3 | 0.37% | 0.86% | 1.79% | Q2 2022 | Q4 2022 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.25% | 0.30% | 0.40% | Q1 2023 | Q3 2023 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2021 | 3 |
Belpointe Asset Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2017 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MBA Advisors LLC | 2 | 1 | 0.15% | 0.16% | 0.18% | Q3 2021 | Q2 2022 | 3 |
Bowman & Co S.C. | 3 | 3 | 0.64% | 0.73% | 0.89% | Q2 2022 | Q4 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
WBH ADVISORY INC | 3 | 3 | 0.05% | 0.16% | 0.24% | Q3 2021 | Q1 2022 | 3 |
Econ Financial Services Corp | 3 | 3 | 0.65% | 0.67% | 0.69% | Q1 2022 | Q3 2022 | 3 |
Stephens Consulting, LLC | 3 | 3 | 0.08% | 0.11% | 0.16% | Q1 2023 | Q3 2023 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.05% | 0.07% | 0.12% | Q4 2022 | Q3 2023 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2021 | 3 |
SAXON INTERESTS, INC. | 3 | 3 | 0.83% | 0.89% | 0.92% | Q4 2022 | Q2 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 3 |
Moloney Securities Asset Management, LLC | 3 | 3 | 0.21% | 0.25% | 0.28% | Q3 2018 | Q1 2019 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
STEPHENS INC /AR/ | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Bullseye Investment Management, LLC | 2 | 2 | 0.32% | 0.33% | 0.35% | Q4 2021 | Q1 2022 | 2 |
Revisor Wealth Management LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2019 | 2 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 2 |
Weaver Consulting Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Auour Investments LLC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
IAG Wealth Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2023 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.26% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Fragasso Group Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q4 2023 | 2 |
BlackDiamond Wealth Management, LLC | 2 | 2 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q1 2022 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Paragon Advisors, LLC | 2 | 2 | 0.27% | 0.34% | 0.40% | Q1 2020 | Q2 2020 | 2 |
3D ASSET MANAGEMENT, INC | 2 | 2 | 0.56% | 0.61% | 0.66% | Q2 2020 | Q3 2020 | 2 |
TITLEIST CAPITAL, LLC | 2 | 2 | 0.06% | 0.11% | 0.17% | Q1 2022 | Q2 2022 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 1.07% | 2.05% | 3.02% | Q4 2021 | Q1 2022 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Q3 Asset Management | 1 | 1 | 0.70% | 0.84% | 0.98% | Q2 2021 | Q4 2021 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
True Capital Management | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q1 2023 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
ABLE Financial Group, LLC | 2 | 2 | 0.17% | 0.22% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q1 2023 | 2 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.18% | 0.23% | Q4 2022 | Q2 2023 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
RE Dickinson Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Oder Investment Management, LLC | 2 | 2 | 0.20% | 0.24% | 0.28% | Q4 2020 | Q1 2021 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2022 | Q1 2022 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grove Bank & Trust | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Financial Futures Ltd Liability Co. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 1.06% | 1.06% | 1.06% | Q1 2020 | Q1 2020 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
F/M Investments LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Activest Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2022 | Q4 2022 | 1 |
Foster Victor Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 2.98% | 2.98% | 2.98% | Q2 2023 | Q2 2023 | 1 |
Virtu Financial LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2017 | Q3 2017 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Trail Ridge Investment Advisors, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2022 | Q2 2022 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CMC Financial Group | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2019 | Q2 2019 | 1 |
INVENIO WEALTH PARTNERS LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Patten Group, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Archer Investment Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
ENCOMPASS WEALTH ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2021 | Q2 2021 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Ascension Capital Advisors, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Elequin Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
S&T BANK/PA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
AIRE ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Karn, Couzens & Associates, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
GSG Advisors LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Keystone Financial Group | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
AWM CAPITAL, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own FIRST TR EXCH TRADED FD III or have owned FIRST TR EXCH TRADED FD III in the past.