Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
ROYAL BANK OF CANADA | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
LPL Financial LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Private Advisor Group, LLC | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
NewEdge Advisors, LLC | 21 | 21 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Snowden Capital Advisors LLC | 12 | 8 | 0.02% | 0.20% | 0.40% | Q3 2018 | Q3 2023 | 20 |
First Heartland Consultants, Inc. | 12 | 8 | 0.02% | 0.14% | 0.46% | Q2 2018 | Q3 2023 | 20 |
IFP Advisors, Inc | 15 | 1 | 0.00% | 0.04% | 0.11% | Q1 2016 | Q3 2023 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.06% | 0.72% | 3.24% | Q4 2018 | Q3 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Capital Investment Advisory Services, LLC | 19 | 19 | 0.06% | 0.13% | 0.17% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Mutual Advisors, LLC | 14 | 3 | 0.02% | 0.07% | 0.11% | Q2 2019 | Q3 2023 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Financial Advocates Investment Management | 17 | 17 | 0.03% | 0.12% | 0.26% | Q3 2019 | Q3 2023 | 17 |
Chicago Partners Investment Group LLC | 16 | 1 | 0.00% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 17 |
Genesee Capital Advisors, LLC | 9 | 8 | 0.18% | 0.23% | 0.27% | Q2 2019 | Q3 2023 | 17 |
COMMONWEALTH EQUITY SERVICES, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Stratos Wealth Partners, LTD. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Cambridge Investment Research Advisors, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Atlas Private Wealth Management, LLC | 16 | 16 | 0.47% | 0.70% | 0.94% | Q4 2019 | Q3 2023 | 16 |
RAYMOND JAMES & ASSOCIATES | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MORGAN STANLEY | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Prospera Financial Services Inc | 7 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 15 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 15 |
UBS Group AG | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Triton Wealth Management, PLLC | 15 | 15 | 0.12% | 0.50% | 0.95% | Q1 2020 | Q3 2023 | 15 |
AE Wealth Management LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Patriot Financial Group Insurance Agency, LLC | 14 | 14 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q2 2022 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Platform Technology Partners | 10 | 3 | 0.45% | 0.89% | 1.36% | Q2 2020 | Q3 2023 | 13 |
G&S Capital LLC | 13 | 13 | 0.13% | 2.45% | 5.39% | Q3 2020 | Q3 2023 | 13 |
Cornerstone Wealth Management, LLC | 12 | 1 | 0.03% | 0.06% | 0.26% | Q4 2019 | Q3 2023 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 12 |
Janney Montgomery Scott LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
First Allied Advisory Services, Inc. | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q3 2020 | 11 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
CREDIT SUISSE AG/ | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2021 | 11 |
Csenge Advisory Group | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
US BANCORP \DE\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CITIGROUP INC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 11 |
FLOW TRADERS U.S. LLC | 5 | 2 | 0.01% | 0.08% | 0.23% | Q3 2020 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Walkner Condon Financial Advisors LLC | 7 | 4 | 0.10% | 0.40% | 0.92% | Q4 2019 | Q4 2022 | 11 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 8 | 3 | 0.14% | 0.21% | 0.25% | Q4 2020 | Q3 2023 | 11 |
Steward Partners Investment Advisory, LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8 | 2 | 0.02% | 0.07% | 0.27% | Q2 2019 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Insight Wealth Strategies, LLC | 10 | 10 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.08% | 0.17% | Q1 2021 | Q3 2023 | 10 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
RFG Advisory, LLC | 10 | 10 | 0.02% | 0.42% | 0.64% | Q2 2021 | Q3 2023 | 10 |
MRA Advisory Group | 9 | 9 | 0.18% | 0.27% | 0.50% | Q3 2021 | Q3 2023 | 9 |
COUNTRY TRUST BANK | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2023 | 9 |
STIFEL FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 9 |
Equitable Holdings, Inc. | 5 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Atlas Private Wealth Advisors | 9 | 9 | 0.21% | 1.08% | 1.44% | Q3 2021 | Q3 2023 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 9 |
GREAT VALLEY ADVISOR GROUP, INC. | 9 | 9 | 0.04% | 0.06% | 0.17% | Q3 2021 | Q3 2023 | 9 |
IFG Advisory, LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Clearview Wealth Advisors LLC | 9 | 9 | 0.00% | 0.11% | 0.34% | Q2 2021 | Q2 2023 | 9 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.09% | 0.18% | 0.32% | Q4 2021 | Q3 2023 | 8 |
DHJJ Financial Advisors, Ltd. | 8 | 8 | 0.13% | 0.18% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Hedeker Wealth, LLC | 5 | 3 | 0.09% | 0.18% | 0.26% | Q3 2021 | Q3 2023 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.52% | 0.56% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Teamwork Financial Advisors, LLC | 8 | 8 | 0.05% | 0.29% | 0.42% | Q2 2020 | Q1 2022 | 8 |
OPPENHEIMER & CO INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Wagner Wealth Management, LLC | 8 | 8 | 0.00% | 0.22% | 0.73% | Q1 2021 | Q4 2022 | 8 |
Stratos Wealth Advisors, LLC | 7 | 1 | 0.04% | 0.08% | 0.16% | Q2 2020 | Q1 2023 | 8 |
Sterling Manor Financial, LLC | 7 | 7 | 0.64% | 1.90% | 2.48% | Q1 2021 | Q3 2022 | 7 |
Knuff & Co LLC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Echo Wealth Management, LLC | 7 | 7 | 0.48% | 0.76% | 0.91% | Q1 2021 | Q3 2022 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2020 | 7 |
Advisory Services Network, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Kowal Investment Group, LLC | 5 | 2 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q2 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Global Trust Asset Management, LLC | 6 | 6 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2022 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.06% | 0.29% | 0.37% | Q2 2021 | Q3 2022 | 6 |
Landmark Wealth Management, LLC | 5 | 1 | 0.01% | 0.27% | 0.48% | Q1 2022 | Q3 2023 | 6 |
CALIBER WEALTH MANAGEMENT, LLC | 6 | 6 | 0.29% | 0.56% | 1.02% | Q2 2021 | Q3 2022 | 6 |
Private Advisory Group LLC | 5 | 1 | 0.19% | 0.56% | 0.72% | Q1 2020 | Q1 2022 | 6 |
MML INVESTORS SERVICES, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Advisory Resource Group | 6 | 6 | 0.50% | 0.61% | 0.70% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
ROCKLAND TRUST CO | 6 | 6 | 0.44% | 0.83% | 1.56% | Q2 2022 | Q3 2023 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
KCS Wealth Advisory | 4 | 2 | 0.10% | 0.14% | 0.19% | Q1 2022 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 6 |
American Portfolios Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Capital Analysts, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Elk River Wealth Management, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 5 |
WINTRUST INVESTMENTS LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q1 2022 | 5 |
Quantitative Advantage, LLC | 5 | 5 | 0.11% | 0.17% | 0.22% | Q1 2022 | Q1 2023 | 5 |
WADDELL & ASSOCIATES, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.32% | 0.33% | 0.35% | Q4 2022 | Q4 2023 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.03% | 0.04% | 0.07% | Q4 2018 | Q3 2020 | 5 |
Carmichael Hill & Associates, Inc. | 5 | 5 | 0.01% | 0.05% | 0.18% | Q3 2022 | Q3 2023 | 5 |
RFG HOLDINGS, INC. | 5 | 5 | 1.55% | 2.14% | 2.92% | Q4 2020 | Q4 2021 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Westside Investment Management, Inc. | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FLAGSTAR ADVISORS INC | 4 | 4 | 0.44% | 0.46% | 0.47% | Q4 2022 | Q3 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q2 2022 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.07% | 0.29% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Regal Investment Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 4 |
Socha Financial Group, LLC | 4 | 4 | 0.42% | 0.48% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Spectrum Planning & Advisory Services Inc. | 4 | 4 | 0.22% | 0.23% | 0.24% | Q4 2020 | Q3 2021 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Truadvice, LLC | 4 | 4 | 0.11% | 0.37% | 0.60% | Q3 2020 | Q2 2021 | 4 |
Principle Wealth Partners LLC | 4 | 4 | 0.03% | 0.06% | 0.07% | Q4 2021 | Q3 2022 | 4 |
BARCLAYS PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LexAurum Advisors, LLC | 4 | 4 | 0.53% | 0.71% | 0.83% | Q4 2020 | Q3 2021 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Mattern Wealth Management LLC | 4 | 4 | 0.18% | 0.53% | 0.76% | Q2 2021 | Q1 2022 | 4 |
Econ Financial Services Corp | 3 | 1 | 0.20% | 0.29% | 0.35% | Q1 2022 | Q3 2023 | 4 |
ShoreHaven Wealth Partners, LLC | 2 | 1 | 0.52% | 0.70% | 0.80% | Q2 2022 | Q3 2023 | 4 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.02% | 0.07% | 0.16% | Q2 2021 | Q2 2022 | 4 |
Strategic Blueprint, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Vestmark Advisory Solutions, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Financial Partners Group, Inc | 4 | 4 | 0.06% | 0.32% | 1.01% | Q4 2022 | Q3 2023 | 4 |
WCG Wealth Advisors LLC | 3 | 3 | 0.01% | 0.07% | 0.09% | Q3 2022 | Q1 2023 | 4 |
USCA RIA LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 4 |
Cooper Financial Group | 4 | 4 | 0.30% | 0.46% | 0.54% | Q2 2019 | Q1 2020 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.03% | 0.11% | 0.29% | Q4 2021 | Q3 2022 | 4 |
BREITER CAPITAL MANAGEMENT INC | 3 | 3 | 0.20% | 0.22% | 0.25% | Q3 2021 | Q1 2022 | 3 |
Redhawk Wealth Advisors, Inc. | 3 | 3 | 0.06% | 0.53% | 0.88% | Q4 2020 | Q2 2021 | 3 |
SlateStone Wealth, LLC | 3 | 3 | 0.78% | 0.85% | 0.93% | Q1 2023 | Q3 2023 | 3 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 3 |
Fluent Financial, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2022 | Q3 2022 | 3 |
Main Street Financial Solutions, LLC | 3 | 3 | 0.40% | 0.54% | 0.63% | Q4 2021 | Q2 2022 | 3 |
TKG Advisors, LLC | 3 | 3 | 1.67% | 2.55% | 3.89% | Q4 2021 | Q2 2022 | 3 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 3 | 3 | 0.13% | 0.14% | 0.15% | Q3 2019 | Q1 2020 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.09% | 0.27% | 0.40% | Q2 2021 | Q4 2021 | 3 |
Manhattan West Asset Management, LLC | 3 | 3 | 2.17% | 2.37% | 2.53% | Q1 2023 | Q3 2023 | 3 |
TUCKER ASSET MANAGEMENT LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q1 2022 | 3 |
Clearwater Capital Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q2 2023 | 3 |
HighTower Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Crumly & Associates Inc. | 3 | 3 | 0.22% | 0.77% | 1.06% | Q1 2023 | Q3 2023 | 3 |
AJ Advisors, LLC | 3 | 3 | 2.33% | 2.94% | 4.00% | Q4 2022 | Q2 2023 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Stephens Consulting, LLC | 3 | 3 | 0.04% | 0.09% | 0.19% | Q1 2023 | Q3 2023 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Mariner, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Altus Wealth Group LLC | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Blue Chip Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Clear Creek Financial Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Financial Futures Ltd Liability Co. | 2 | 2 | 0.17% | 0.21% | 0.25% | Q4 2021 | Q1 2022 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 2 | 0.06% | 0.10% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Horst & Graben Wealth Management LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Sigma Planning Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
MBL Wealth, LLC | 2 | 2 | 0.05% | 0.18% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
ACT Advisors, LLC. | 2 | 2 | 0.66% | 0.69% | 0.72% | Q2 2022 | Q3 2022 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Fortune 45 LLC | 2 | 2 | 0.28% | 0.31% | 0.34% | Q4 2021 | Q1 2022 | 2 |
EUDAIMONIA ADVISORS LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Boyd Wealth Management, LLC | 1 | 1 | 0.52% | 0.55% | 0.58% | Q1 2023 | Q3 2023 | 2 |
Visionary Wealth Advisors | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
OneAscent Financial Services LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q2 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ERn Financial, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q2 2022 | Q2 2022 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2021 | Q3 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BOKF, NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Purus Wealth Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GSG Advisors LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Activest Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | 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.