Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.02% | 0.10% | Q4 2014 | Q3 2023 | 36 |
Freedom Investment Management, Inc. | 33 | 33 | 0.03% | 0.26% | 0.64% | Q3 2015 | Q3 2023 | 33 |
ENVESTNET ASSET MANAGEMENT INC | 27 | 5 | 0.00% | 0.03% | 0.07% | Q3 2015 | Q3 2023 | 32 |
LPL Financial LLC | 32 | 32 | 0.00% | 0.18% | 0.33% | Q4 2015 | Q3 2023 | 32 |
ROYAL BANK OF CANADA | 31 | 31 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 31 | 31 | 0.01% | 0.14% | 0.76% | Q1 2016 | Q3 2023 | 31 |
First Heartland Consultants, Inc. | 31 | 31 | 0.06% | 0.58% | 1.27% | Q1 2016 | Q3 2023 | 31 |
Prospera Financial Services Inc | 30 | 30 | 0.07% | 0.30% | 1.06% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.09% | 0.19% | Q2 2016 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.01% | 0.11% | 0.36% | Q2 2016 | Q3 2023 | 30 |
UBS Group AG | 27 | 2 | 0.00% | 0.05% | 0.14% | Q2 2015 | Q3 2023 | 29 |
Raymond James Financial Services Advisors, Inc. | 29 | 29 | 0.02% | 0.19% | 0.40% | Q3 2016 | Q3 2023 | 29 |
RAYMOND JAMES & ASSOCIATES | 29 | 29 | 0.00% | 0.06% | 0.13% | Q3 2016 | Q3 2023 | 29 |
Janney Montgomery Scott LLC | 29 | 29 | 0.04% | 0.05% | 0.08% | Q3 2016 | Q3 2023 | 29 |
D.A. DAVIDSON & CO. | 29 | 29 | 0.01% | 0.05% | 0.10% | Q3 2016 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.02% | 0.47% | 1.80% | Q1 2016 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 29 | 29 | 0.00% | 0.06% | 0.10% | Q3 2016 | Q3 2023 | 29 |
BEACON FINANCIAL GROUP | 29 | 29 | 0.29% | 1.14% | 2.18% | Q3 2016 | Q3 2023 | 29 |
Miracle Mile Advisors, LLC | 29 | 29 | 0.06% | 1.09% | 2.75% | Q3 2016 | Q3 2023 | 29 |
BerganKDV Wealth Management, LLC | 29 | 29 | 0.12% | 0.42% | 0.70% | Q2 2016 | Q2 2023 | 29 |
Snowden Capital Advisors LLC | 20 | 8 | 0.20% | 0.65% | 0.98% | Q3 2016 | Q3 2023 | 28 |
AlphaMark Advisors, LLC | 28 | 28 | 0.01% | 0.33% | 2.08% | Q4 2016 | Q3 2023 | 28 |
STEPHENS INC /AR/ | 28 | 28 | 0.01% | 0.14% | 0.74% | Q4 2016 | Q3 2023 | 28 |
SSI INVESTMENT MANAGEMENT LLC | 28 | 28 | 0.05% | 0.46% | 0.66% | Q4 2016 | Q3 2023 | 28 |
DAVENPORT & Co LLC | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Cetera Advisor Networks LLC | 28 | 28 | 0.01% | 0.15% | 0.32% | Q4 2016 | Q3 2023 | 28 |
Private Advisor Group, LLC | 28 | 28 | 0.01% | 0.11% | 0.28% | Q4 2016 | Q3 2023 | 28 |
HighTower Advisors, LLC | 28 | 28 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 28 |
WINTRUST INVESTMENTS LLC | 19 | 8 | 0.06% | 0.70% | 3.36% | Q4 2016 | Q3 2023 | 27 |
Stratos Wealth Partners, LTD. | 27 | 27 | 0.04% | 0.16% | 0.31% | Q1 2017 | Q3 2023 | 27 |
JPMORGAN CHASE & CO | 25 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
IHT Wealth Management, LLC | 27 | 27 | 0.00% | 0.14% | 0.75% | Q1 2017 | Q3 2023 | 27 |
Migdal Insurance & Financial Holdings Ltd. | 27 | 27 | 0.00% | 0.11% | 0.23% | Q1 2017 | Q3 2023 | 27 |
B. Riley Wealth Advisors, Inc. | 27 | 27 | 0.02% | 0.06% | 0.16% | Q1 2017 | Q3 2023 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Plante Moran Financial Advisors, LLC | 27 | 27 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.05% | 0.12% | 0.30% | Q2 2017 | Q3 2023 | 26 |
Chicago Partners Investment Group LLC | 26 | 26 | 0.06% | 0.25% | 0.42% | Q2 2017 | Q3 2023 | 26 |
WEALTHSOURCE PARTNERS, LLC | 26 | 26 | 0.02% | 0.32% | 1.39% | Q2 2017 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 19 | 7 | 0.00% | 0.06% | 0.20% | Q1 2017 | Q3 2023 | 26 |
Cetera Advisors LLC | 22 | 4 | 0.02% | 0.05% | 0.14% | Q1 2017 | Q3 2023 | 26 |
JANE STREET GROUP, LLC | 17 | 1 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 25 |
WELLS FARGO & COMPANY/MN | 25 | 25 | 0.00% | 0.06% | 0.10% | Q3 2017 | Q3 2023 | 25 |
RFG Advisory, LLC | 25 | 25 | 0.06% | 0.24% | 0.56% | Q3 2017 | Q3 2023 | 25 |
Patten Group, Inc. | 25 | 25 | 0.04% | 0.35% | 0.70% | Q3 2017 | Q3 2023 | 25 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 25 | 25 | 0.09% | 0.33% | 0.54% | Q3 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 25 | 25 | 0.00% | 0.19% | 0.44% | Q3 2017 | Q3 2023 | 25 |
CITIGROUP INC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Cetera Investment Advisers | 24 | 24 | 0.17% | 0.48% | 1.22% | Q4 2017 | Q3 2023 | 24 |
Cypress Capital Group | 24 | 24 | 0.14% | 1.35% | 2.46% | Q4 2017 | Q3 2023 | 24 |
FIRST TRUST ADVISORS LP | 20 | 4 | 0.00% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.14% | 0.27% | 0.47% | Q1 2016 | Q4 2021 | 24 |
US BANCORP \DE\ | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Wealthcare Advisory Partners LLC | 24 | 24 | 0.00% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 24 |
LEVEL FOUR ADVISORY SERVICES, LLC | 24 | 24 | 0.04% | 0.79% | 2.05% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.10% | 0.33% | 0.59% | Q4 2017 | Q3 2023 | 24 |
WEDBUSH SECURITIES INC | 24 | 24 | 0.06% | 0.22% | 0.74% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Eldridge Investment Advisors, Inc. | 24 | 24 | 0.08% | 2.01% | 5.10% | Q4 2017 | Q3 2023 | 24 |
Atria Investments, Inc | 23 | 23 | 0.03% | 0.11% | 0.35% | Q1 2018 | Q3 2023 | 23 |
Flaharty Asset Management, LLC | 23 | 23 | 0.62% | 3.38% | 7.22% | Q1 2018 | Q3 2023 | 23 |
NORTHWEST WEALTH MANAGEMENT, LLC | 23 | 23 | 0.01% | 0.51% | 1.18% | Q1 2018 | Q3 2023 | 23 |
AdvisorNet Financial, Inc | 23 | 23 | 0.00% | 0.03% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Advisory Services Network, LLC | 22 | 1 | 0.00% | 0.11% | 0.29% | Q3 2017 | Q3 2023 | 23 |
Bank of New York Mellon Corp | 21 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 23 |
Cornerstone Wealth Management, LLC | 10 | 3 | 0.03% | 0.11% | 0.25% | Q2 2017 | Q3 2023 | 23 |
Grove Bank & Trust | 22 | 22 | 0.54% | 2.32% | 4.56% | Q2 2018 | Q3 2023 | 22 |
Sigma Planning Corp | 22 | 22 | 0.03% | 0.20% | 0.50% | Q2 2018 | Q3 2023 | 22 |
Prism Advisors, Inc. | 22 | 22 | 3.31% | 4.06% | 4.80% | Q2 2018 | Q3 2023 | 22 |
Kingsview Wealth Management, LLC | 13 | 3 | 0.11% | 0.22% | 0.57% | Q1 2017 | Q3 2023 | 22 |
Family Legacy, Inc. | 22 | 22 | 0.13% | 0.18% | 0.25% | Q2 2018 | Q3 2023 | 22 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 1 | 0.05% | 0.33% | 1.72% | Q3 2016 | Q3 2022 | 22 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 22 | 22 | 0.03% | 0.76% | 1.27% | Q2 2018 | Q3 2023 | 22 |
WealthShield Partners, LLC | 19 | 3 | 0.01% | 0.05% | 0.15% | Q1 2018 | Q3 2023 | 22 |
Patriot Financial Group Insurance Agency, LLC | 16 | 5 | 0.02% | 0.16% | 0.43% | Q1 2017 | Q1 2023 | 21 |
Simplicity Solutions, LLC | 11 | 3 | 0.01% | 0.28% | 1.20% | Q1 2018 | Q3 2023 | 21 |
Renaissance Technologies | 17 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 21 |
Castle Rock Wealth Management, LLC | 12 | 3 | 0.04% | 0.30% | 0.87% | Q1 2018 | Q3 2023 | 21 |
NewEdge Advisors, LLC | 20 | 1 | 0.06% | 0.18% | 0.50% | Q3 2016 | Q3 2023 | 21 |
MONEYWISE, INC. | 18 | 3 | 0.39% | 1.31% | 1.85% | Q2 2018 | Q3 2023 | 21 |
Baird Financial Group, Inc. | 20 | 1 | 0.00% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 21 |
StoneX Group Inc. | 17 | 1 | 0.09% | 0.44% | 0.96% | Q2 2017 | Q3 2023 | 21 |
Koshinski Asset Management, Inc. | 16 | 1 | 0.03% | 0.07% | 0.18% | Q4 2016 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 18 | 3 | 0.00% | 0.07% | 0.22% | Q1 2018 | Q3 2023 | 21 |
TD Capital Management LLC | 21 | 21 | 0.73% | 2.54% | 5.84% | Q3 2018 | Q3 2023 | 21 |
Cornell Pochily Investment Advisors, Inc. | 21 | 21 | 0.16% | 1.09% | 1.80% | Q3 2018 | Q3 2023 | 21 |
Karp Capital Management Corp | 21 | 21 | 1.01% | 1.59% | 2.47% | Q3 2017 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.04% | 0.16% | 0.27% | Q3 2018 | Q3 2023 | 21 |
RAYMOND JAMES TRUST N.A. | 21 | 21 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
WealthOne, LLC | 20 | 20 | 0.75% | 4.85% | 7.71% | Q4 2018 | Q3 2023 | 20 |
CONDOR CAPITAL MANAGEMENT | 20 | 20 | 1.40% | 1.61% | 2.16% | Q4 2018 | Q3 2023 | 20 |
Concorde Asset Management, LLC | 18 | 2 | 0.23% | 0.59% | 1.15% | Q3 2018 | Q3 2023 | 20 |
Cranbrook Wealth Management, LLC | 20 | 20 | 0.37% | 0.92% | 1.50% | Q4 2018 | Q3 2023 | 20 |
ACG Wealth | 20 | 20 | 0.06% | 0.39% | 1.02% | Q4 2017 | Q3 2022 | 20 |
Towerpoint Wealth, LLC | 20 | 20 | 0.23% | 0.35% | 0.49% | Q4 2018 | Q3 2023 | 20 |
DFPG INVESTMENTS, LLC | 20 | 20 | 0.06% | 0.70% | 1.61% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 15 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
FIRST HAWAIIAN BANK | 14 | 6 | 0.04% | 0.09% | 0.14% | Q3 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.12% | 0.35% | Q1 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.06% | 0.22% | 0.37% | Q4 2018 | Q3 2023 | 20 |
RETIREMENT INCOME SOLUTIONS, INC | 14 | 6 | 0.11% | 1.15% | 2.91% | Q2 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.12% | 0.20% | 0.52% | Q4 2017 | Q3 2022 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.01% | 0.12% | 0.21% | Q4 2018 | Q3 2023 | 20 |
CENTAURUS FINANCIAL, INC. | 20 | 20 | 0.02% | 0.13% | 0.39% | Q1 2018 | Q4 2022 | 20 |
OLD MISSION CAPITAL LLC | 10 | 1 | 0.01% | 0.21% | 0.92% | Q4 2017 | Q2 2023 | 20 |
MGO ONE SEVEN LLC | 17 | 1 | 0.02% | 0.10% | 0.24% | Q4 2017 | Q3 2023 | 20 |
HBK Sorce Advisory LLC | 19 | 19 | 0.18% | 2.88% | 9.75% | Q1 2019 | Q3 2023 | 19 |
First Horizon Advisors, Inc. | 19 | 19 | 0.02% | 0.16% | 0.52% | Q1 2019 | Q3 2023 | 19 |
LexAurum Advisors, LLC | 19 | 19 | 0.14% | 1.43% | 2.05% | Q1 2019 | Q3 2023 | 19 |
Arete Wealth Advisors, LLC | 19 | 19 | 0.11% | 0.20% | 0.42% | Q4 2018 | Q2 2023 | 19 |
Archer Investment Corp | 10 | 9 | 0.01% | 0.25% | 0.85% | Q4 2018 | Q3 2023 | 19 |
FIFTH THIRD BANCORP | 17 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.99% | 3.36% | Q3 2018 | Q3 2023 | 19 |
PFG Advisors | 19 | 19 | 0.02% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | 2 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 19 |
Harvest Investment Services, LLC | 14 | 5 | 0.12% | 0.25% | 0.40% | Q4 2018 | Q3 2023 | 19 |
Claro Advisors LLC | 19 | 19 | 0.11% | 1.41% | 3.77% | Q1 2019 | Q3 2023 | 19 |
Mutual Advisors, LLC | 19 | 19 | 0.03% | 0.24% | 0.61% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.01% | 0.22% | Q4 2018 | Q3 2023 | 19 |
American Financial Advisors, LLC | 14 | 5 | 0.07% | 3.83% | 5.47% | Q4 2018 | Q3 2023 | 19 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 19 | 19 | 0.00% | 0.05% | 0.12% | Q2 2015 | Q4 2019 | 19 |
Ausdal Financial Partners, Inc. | 19 | 19 | 0.08% | 0.22% | 0.46% | Q1 2019 | Q3 2023 | 19 |
1834 INVESTMENT ADVISORS CO | 19 | 19 | 0.00% | 0.06% | 0.10% | Q4 2017 | Q2 2022 | 19 |
Telos Capital Management, Inc. | 19 | 19 | 0.03% | 0.34% | 0.66% | Q3 2017 | Q1 2022 | 19 |
First Allied Advisory Services, Inc. | 18 | 18 | 0.08% | 0.20% | 0.77% | Q2 2016 | Q3 2020 | 18 |
Genesee Capital Advisors, LLC | 10 | 8 | 0.15% | 0.35% | 1.53% | Q4 2018 | Q2 2023 | 18 |
Western Wealth Management, LLC | 10 | 8 | 0.03% | 0.23% | 0.62% | Q1 2019 | Q3 2023 | 18 |
HUNTINGTON NATIONAL BANK | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 18 | 18 | 0.02% | 0.11% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Hilltop Holdings Inc. | 18 | 18 | 0.08% | 0.22% | 0.45% | Q1 2018 | Q2 2022 | 18 |
FLAGSHIP HARBOR ADVISORS, LLC | 18 | 18 | 0.01% | 0.07% | 0.20% | Q3 2018 | Q4 2022 | 18 |
OPPENHEIMER & CO INC | 16 | 2 | 0.01% | 0.04% | 0.11% | Q2 2017 | Q3 2023 | 18 |
Pinnacle Bancorp, Inc. | 17 | 1 | 0.01% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 18 |
Advocacy Wealth Management Services, LLC | 18 | 18 | 0.00% | 4.74% | 14.33% | Q1 2017 | Q2 2021 | 18 |
Jaffetilchin Investment Partners, LLC | 8 | 4 | 0.02% | 0.09% | 0.24% | Q3 2018 | Q3 2023 | 18 |
Stratos Wealth Advisors, LLC | 18 | 18 | 0.55% | 1.47% | 6.23% | Q2 2019 | Q3 2023 | 18 |
OPTIMUM INVESTMENT ADVISORS | 18 | 18 | 0.05% | 0.15% | 0.28% | Q3 2019 | Q4 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.11% | 0.37% | 0.90% | Q2 2019 | Q3 2023 | 18 |
ERn Financial, LLC | 15 | 3 | 0.20% | 3.06% | 4.72% | Q1 2019 | Q3 2023 | 18 |
Kovack Advisors, Inc. | 18 | 18 | 0.05% | 0.21% | 0.44% | Q2 2019 | Q3 2023 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.06% | Q3 2015 | Q3 2023 | 18 |
Aspire Private Capital, LLC | 18 | 18 | 0.01% | 0.22% | 0.62% | Q2 2019 | Q3 2023 | 18 |
LINCOLN NATIONAL CORP | 18 | 18 | 0.01% | 0.12% | 0.25% | Q2 2019 | Q3 2023 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 18 |
Aptus Capital Advisors, LLC | 10 | 7 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 17 |
Cambridge Advisors Inc. | 17 | 17 | 0.09% | 0.46% | 0.90% | Q3 2019 | Q3 2023 | 17 |
Integrated Wealth Concepts LLC | 17 | 17 | 0.03% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Clear Creek Financial Management, LLC | 12 | 5 | 0.86% | 2.45% | 5.20% | Q2 2019 | Q3 2023 | 17 |
Sargent Bickham Lagudis LLC | 17 | 17 | 0.00% | 0.58% | 2.98% | Q4 2018 | Q4 2022 | 17 |
Larson Financial Group LLC | 17 | 17 | 0.02% | 0.20% | 0.56% | Q3 2019 | Q3 2023 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.06% | 0.19% | 0.38% | Q3 2019 | Q3 2023 | 17 |
INSPIRION WEALTH ADVISORS, LLC | 17 | 17 | 0.10% | 5.40% | 11.63% | Q3 2019 | Q3 2023 | 17 |
RDA Financial Network | 17 | 17 | 0.11% | 0.17% | 0.37% | Q1 2019 | Q1 2023 | 17 |
OneDigital Investment Advisors LLC | 14 | 3 | 0.01% | 0.05% | 0.26% | Q4 2018 | Q3 2023 | 17 |
Sargent Investment Group, LLC | 17 | 17 | 0.18% | 0.43% | 0.75% | Q3 2019 | Q3 2023 | 17 |
Csenge Advisory Group | 17 | 17 | 1.11% | 1.44% | 1.98% | Q3 2019 | Q3 2023 | 17 |
1776 Wealth LLC | 16 | 16 | 0.33% | 0.43% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.03% | 0.32% | 0.79% | Q4 2019 | Q3 2023 | 16 |
Allworth Financial LP | 14 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 16 |
Ascension Capital Advisors, Inc. | 16 | 16 | 0.76% | 4.75% | 8.58% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 3.69% | 4.53% | 5.89% | Q4 2019 | Q3 2023 | 16 |
Good Life Advisors, LLC | 16 | 16 | 0.30% | 0.89% | 1.41% | Q4 2019 | Q3 2023 | 16 |
CHATHAM CAPITAL GROUP, INC. | 16 | 16 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q3 2021 | 16 |
Acorn Wealth Advisors, LLC | 9 | 1 | 0.18% | 0.35% | 0.61% | Q4 2017 | Q3 2023 | 16 |
GeoWealth Management, LLC | 16 | 16 | 0.00% | 0.53% | 2.30% | Q4 2019 | Q3 2023 | 16 |
FMA ADVISORY INC | 15 | 1 | 0.71% | 0.93% | 1.22% | Q1 2017 | Q1 2021 | 16 |
Pinnacle Advisory Group, Inc. | 16 | 16 | 0.03% | 0.46% | 1.61% | Q1 2017 | Q4 2020 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
TL Private Wealth | 16 | 16 | 7.22% | 8.83% | 10.37% | Q4 2019 | Q3 2023 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 0.31% | 1.91% | 4.38% | Q4 2017 | Q3 2023 | 16 |
Atlas Private Wealth Management, LLC | 16 | 16 | 1.83% | 4.30% | 6.22% | Q4 2019 | Q3 2023 | 16 |
Walkner Condon Financial Advisors LLC | 16 | 16 | 0.15% | 6.60% | 13.03% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.04% | 0.07% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.05% | 0.13% | Q2 2016 | Q4 2019 | 15 |
Petix & Botte Co | 12 | 3 | 1.71% | 5.32% | 7.47% | Q4 2019 | Q3 2023 | 15 |
SignalPoint Asset Management, LLC | 15 | 15 | 0.14% | 0.64% | 1.07% | Q1 2020 | Q3 2023 | 15 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.00% | 0.03% | 0.16% | Q1 2020 | Q3 2023 | 15 |
FinTrust Capital Advisors, LLC | 15 | 15 | 0.04% | 0.18% | 0.44% | Q1 2020 | Q3 2023 | 15 |
Mission Creek Capital Partners, Inc. | 15 | 15 | 0.05% | 0.10% | 0.19% | Q4 2019 | Q2 2023 | 15 |
TOWNSQUARE CAPITAL LLC | 15 | 15 | 0.01% | 0.04% | 0.14% | Q3 2019 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.08% | 0.14% | 0.18% | Q1 2020 | Q3 2023 | 15 |
First Capital Advisors Group, LLC. | 9 | 6 | 0.30% | 2.15% | 4.81% | Q4 2016 | Q2 2023 | 15 |
Darwin Wealth Management, LLC | 15 | 15 | 0.01% | 2.33% | 3.45% | Q1 2020 | Q3 2023 | 15 |
Vishria Bird Financial Group, LLC | 15 | 15 | 0.30% | 2.07% | 8.37% | Q1 2020 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Pinion Investment Advisors, LLC | 9 | 6 | 0.17% | 0.45% | 1.34% | Q3 2019 | Q3 2023 | 15 |
Gladstone Institutional Advisory LLC | 14 | 14 | 0.04% | 0.12% | 0.48% | Q2 2020 | Q3 2023 | 14 |
Front Row Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
&PARTNERS | 14 | 14 | 0.17% | 0.56% | 1.23% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
EPG Wealth Management LLC | 11 | 3 | 0.07% | 0.38% | 2.35% | Q4 2019 | Q3 2023 | 14 |
M Holdings Securities, Inc. | 12 | 1 | 0.03% | 0.22% | 0.43% | Q3 2018 | Q3 2022 | 14 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 14 | 14 | 4.72% | 6.63% | 10.18% | Q4 2019 | Q1 2023 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.02% | 0.09% | 0.56% | Q4 2019 | Q3 2023 | 14 |
J Arnold Wealth Management Co | 14 | 14 | 0.18% | 4.76% | 33.63% | Q1 2020 | Q2 2023 | 14 |
TFG Advisers LLC | 13 | 1 | 0.10% | 0.15% | 0.20% | Q4 2019 | Q2 2023 | 14 |
Sowell Financial Services LLC | 7 | 2 | 0.03% | 0.26% | 0.56% | Q4 2018 | Q1 2023 | 14 |
BB&T SECURITIES, LLC | 14 | 14 | 0.01% | 0.07% | 0.16% | Q2 2016 | Q3 2019 | 14 |
Laurel Wealth Advisors, Inc. | 11 | 2 | 0.07% | 0.48% | 1.11% | Q3 2019 | Q4 2022 | 13 |
New England Private Wealth Advisors LLC | 13 | 13 | 0.11% | 0.17% | 0.46% | Q1 2018 | Q1 2021 | 13 |
Richard Bernstein Advisors LLC | 13 | 13 | 0.65% | 3.36% | 8.55% | Q1 2019 | Q1 2022 | 13 |
NEXT Financial Group, Inc | 11 | 1 | 0.01% | 0.20% | 0.41% | Q4 2016 | Q4 2021 | 13 |
Clarus Wealth Advisors | 13 | 13 | 0.24% | 0.46% | 0.68% | Q2 2020 | Q2 2023 | 13 |
B. Riley Wealth Management, Inc. | 13 | 13 | 0.00% | 0.38% | 0.88% | Q2 2019 | Q2 2022 | 13 |
Strategic Blueprint, LLC | 13 | 13 | 0.07% | 0.24% | 0.38% | Q3 2020 | Q3 2023 | 13 |
SIGNATUREFD, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 13 |
CHIRON CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.37% | 0.68% | 1.02% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.06% | 0.24% | 0.48% | Q3 2020 | Q3 2023 | 13 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 13 |
TELEMUS CAPITAL, LLC | 11 | 2 | 0.02% | 0.06% | 0.13% | Q2 2018 | Q1 2023 | 13 |
Regal Investment Advisors LLC | 10 | 1 | 0.06% | 0.23% | 0.33% | Q2 2018 | Q3 2023 | 13 |
Platform Technology Partners | 10 | 3 | 0.16% | 0.28% | 0.48% | Q2 2020 | Q3 2023 | 13 |
Oxbow Advisors, LLC | 13 | 13 | 0.04% | 0.07% | 0.12% | Q3 2019 | Q3 2022 | 13 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.27% | 0.51% | 0.78% | Q1 2019 | Q3 2023 | 13 |
Barber Financial Group, Inc. | 13 | 13 | 1.07% | 1.98% | 5.68% | Q4 2017 | Q4 2020 | 13 |
Concentrum Wealth Management | 13 | 13 | 0.65% | 1.53% | 3.63% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.11% | 0.19% | 0.38% | Q3 2020 | Q3 2023 | 13 |
Mattern Wealth Management LLC | 10 | 3 | 0.30% | 0.75% | 3.11% | Q2 2020 | Q3 2023 | 13 |
Spectrum Wealth Advisory Group, LLC | 12 | 12 | 0.30% | 1.21% | 2.44% | Q2 2020 | Q1 2023 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 12 | 12 | 0.00% | 0.05% | 0.22% | Q3 2018 | Q2 2021 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.05% | 0.13% | 0.28% | Q2 2020 | Q1 2023 | 12 |
3D/L Capital Management, LLC | 12 | 12 | 0.02% | 2.11% | 3.10% | Q4 2020 | Q3 2023 | 12 |
Kowal Investment Group, LLC | 12 | 12 | 0.08% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
USAdvisors Wealth Management, LLC | 12 | 12 | 0.10% | 0.36% | 1.01% | Q4 2019 | Q3 2022 | 12 |
Ballew Advisors, Inc | 12 | 12 | 0.48% | 0.63% | 0.81% | Q4 2020 | Q3 2023 | 12 |
Cedar Brook Financial Partners, LLC | 12 | 12 | 0.07% | 0.14% | 0.28% | Q1 2020 | Q4 2022 | 12 |
Pinnacle Family Advisors, LLC | 12 | 12 | 0.20% | 0.55% | 0.95% | Q4 2020 | Q3 2023 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 0.92% | 1.10% | 1.26% | Q4 2020 | Q3 2023 | 12 |
Capital Investment Advisors, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q4 2019 | 12 |
Rede Wealth, LLC | 12 | 12 | 0.36% | 1.69% | 3.51% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.14% | 0.27% | 0.52% | Q4 2020 | Q3 2023 | 12 |
MRA Advisory Group | 12 | 12 | 1.18% | 2.49% | 4.24% | Q4 2020 | Q3 2023 | 12 |
Crossmark Global Holdings, Inc. | 12 | 12 | 0.01% | 0.06% | 0.14% | Q1 2020 | Q4 2022 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 2 | 0.04% | 0.11% | 0.22% | Q3 2020 | Q3 2023 | 12 |
Legacy Capital Wealth Partners, LLC | 12 | 12 | 0.47% | 1.63% | 2.17% | Q4 2020 | Q3 2023 | 12 |
Cypress Wealth Services, LLC | 12 | 12 | 0.05% | 0.13% | 0.17% | Q2 2018 | Q1 2021 | 12 |
Weitzel Financial Services, Inc. | 12 | 12 | 7.01% | 8.13% | 10.72% | Q4 2020 | Q3 2023 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.00% | 0.27% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.21% | 0.60% | 1.16% | Q4 2018 | Q3 2021 | 12 |
Total Clarity Wealth Management, Inc. | 12 | 12 | 0.73% | 1.43% | 3.07% | Q4 2019 | Q3 2022 | 12 |
Stockman Wealth Management, Inc. | 12 | 12 | 0.41% | 5.59% | 13.81% | Q4 2020 | Q3 2023 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.06% | 0.25% | 0.57% | Q3 2020 | Q3 2023 | 12 |
Centennial Wealth Advisory LLC | 12 | 12 | 1.23% | 2.06% | 4.28% | Q4 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.40% | 0.55% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.09% | 0.23% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Alpha Omega Group, Inc. | 12 | 12 | 0.36% | 0.57% | 0.85% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Avior Wealth Management, LLC | 9 | 3 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 12 |
Indie Asset Partners, LLC | 12 | 12 | 0.22% | 0.30% | 0.40% | Q4 2019 | Q3 2022 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.50% | 0.84% | 1.11% | Q4 2020 | Q3 2023 | 12 |
PSI Advisors, LLC | 9 | 2 | 0.00% | 0.05% | 0.38% | Q4 2020 | Q3 2023 | 11 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 11 | 11 | 0.30% | 0.52% | 0.61% | Q4 2020 | Q2 2023 | 11 |
Dynamic Advisor Solutions LLC | 11 | 11 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q4 2022 | 11 |
LVZ, Inc. | 8 | 1 | 0.08% | 0.10% | 0.13% | Q3 2016 | Q4 2020 | 11 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.42% | 1.38% | 2.58% | Q4 2019 | Q2 2022 | 11 |
Golden State Wealth Management, LLC | 8 | 3 | 0.03% | 0.16% | 0.41% | Q1 2019 | Q4 2021 | 11 |
Vivaldi Capital Management LP | 11 | 11 | 1.31% | 2.98% | 4.77% | Q1 2021 | Q3 2023 | 11 |
SHAKER INVESTMENTS LLC/OH | 11 | 11 | 0.14% | 0.29% | 0.54% | Q1 2021 | Q3 2023 | 11 |
Rathbones Group PLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Principle Wealth Partners LLC | 11 | 11 | 0.03% | 0.27% | 0.84% | Q4 2019 | Q2 2022 | 11 |
Beacon Pointe Advisors, LLC | 10 | 1 | 0.01% | 0.05% | 0.13% | Q2 2020 | Q3 2023 | 11 |
Main Street Financial Solutions, LLC | 11 | 11 | 0.05% | 0.12% | 0.32% | Q4 2020 | Q2 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q2 2023 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.45% | 2.72% | Q3 2020 | Q1 2023 | 11 |
BANK OF MONTREAL /CAN/ | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
DEUTSCHE BANK AG\ | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 10 |
SeaCrest Wealth Management, LLC | 6 | 4 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2022 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.01% | 0.06% | 0.09% | Q3 2019 | Q4 2021 | 10 |
TrueWealth Advisors, LLC | 10 | 10 | 0.25% | 1.75% | 2.95% | Q2 2021 | Q3 2023 | 10 |
Virtue Capital Management, LLC | 9 | 1 | 0.12% | 0.33% | 0.52% | Q4 2019 | Q3 2023 | 10 |
Eudaimonia Partners, LLC | 8 | 2 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q2 2022 | 10 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.24% | 0.53% | Q1 2021 | Q3 2023 | 10 |
Raab & Moskowitz Asset Management LLC | 9 | 1 | 0.00% | 0.08% | 0.10% | Q4 2019 | Q3 2023 | 10 |
Laidlaw Wealth Management LLC | 6 | 4 | 0.07% | 0.31% | 0.59% | Q4 2020 | Q3 2023 | 10 |
Global Financial Private Capital, Inc | 5 | 5 | 0.01% | 0.45% | 0.99% | Q3 2017 | Q2 2020 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.05% | 0.18% | 0.36% | Q4 2019 | Q1 2022 | 10 |
Integrated Advisors Network LLC | 10 | 10 | 0.02% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Venturi Wealth Management, LLC | 5 | 5 | 0.04% | 0.11% | 0.22% | Q2 2018 | Q1 2021 | 10 |
WASHINGTON TRUST Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Blue Zone Wealth Advisors, LLC | 10 | 10 | 0.14% | 0.61% | 1.98% | Q4 2019 | Q1 2022 | 10 |
TRANSCEND CAPITAL ADVISORS, LLC | 10 | 10 | 0.03% | 0.14% | 0.56% | Q4 2020 | Q1 2023 | 10 |
Cresset Asset Management, LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Atlas Private Wealth Advisors | 10 | 10 | 0.23% | 2.60% | 4.18% | Q2 2020 | Q3 2022 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.04% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.39% | 0.78% | 1.10% | Q1 2021 | Q3 2023 | 10 |
Avestar Capital, LLC | 10 | 10 | 0.04% | 0.08% | 0.20% | Q2 2021 | Q3 2023 | 10 |
TruWealth Advisors, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.04% | 0.14% | 0.39% | Q4 2020 | Q1 2023 | 10 |
GW HENSSLER & ASSOCIATES LTD | 10 | 10 | 0.48% | 2.72% | 5.23% | Q3 2020 | Q4 2022 | 10 |
SYNOVUS FINANCIAL CORP | 5 | 1 | 0.00% | 0.04% | 0.09% | Q2 2017 | Q1 2022 | 10 |
WT Wealth Management | 10 | 10 | 0.21% | 1.03% | 1.66% | Q4 2019 | Q1 2022 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q2 2010 | Q3 2023 | 10 |
ASSETMARK, INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 10 |
Bay Harbor Wealth Management, LLC | 10 | 10 | 0.02% | 0.19% | 0.32% | Q2 2019 | Q3 2021 | 10 |
Winfield Associates, Inc. | 9 | 9 | 0.24% | 0.45% | 0.69% | Q1 2020 | Q1 2022 | 9 |
Orion Portfolio Solutions, LLC | 7 | 2 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 9 |
Teamwork Financial Advisors, LLC | 7 | 2 | 0.10% | 0.16% | 0.26% | Q2 2020 | Q4 2022 | 9 |
Belpointe Asset Management LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Hapanowicz & Associates Financial Services, Inc | 9 | 9 | 5.12% | 5.66% | 6.90% | Q2 2020 | Q2 2022 | 9 |
Camelot Portfolios, LLC | 8 | 1 | 0.16% | 1.00% | 2.96% | Q3 2019 | Q2 2022 | 9 |
LifePlan Financial Group, Inc | 9 | 9 | 0.01% | 0.04% | 0.12% | Q3 2018 | Q3 2020 | 9 |
Astor Investment Management LLC | 6 | 3 | 3.81% | 4.19% | 4.58% | Q2 2019 | Q3 2021 | 9 |
Rehmann Capital Advisory Group | 8 | 1 | 0.00% | 0.23% | 0.64% | Q2 2019 | Q4 2021 | 9 |
626 Financial, LLC | 8 | 1 | 0.91% | 1.58% | 2.30% | Q1 2021 | Q3 2023 | 9 |
Essex LLC | 9 | 9 | 0.08% | 0.62% | 1.52% | Q3 2021 | Q3 2023 | 9 |
ARQ WEALTH ADVISORS, LLC | 5 | 2 | 2.08% | 4.50% | 6.43% | Q1 2020 | Q3 2022 | 9 |
SMITH, MOORE & CO. | 9 | 9 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q1 2023 | 9 |
TBH Global Asset Management, LLC | 9 | 9 | 2.03% | 2.53% | 4.27% | Q3 2021 | Q3 2023 | 9 |
Frontier Wealth Management LLC | 6 | 3 | 0.02% | 0.04% | 0.08% | Q3 2016 | Q3 2021 | 9 |
Independent Advisor Alliance | 8 | 1 | 0.19% | 0.49% | 2.20% | Q4 2019 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.01% | 0.07% | 0.13% | Q4 2019 | Q4 2021 | 9 |
Transamerica Financial Advisors, Inc. | 8 | 1 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q2 2019 | 9 |
Capital Market Strategies LLC | 9 | 9 | 0.81% | 2.81% | 4.94% | Q4 2021 | Q4 2023 | 9 |
PFS Partners, LLC | 8 | 8 | 5.95% | 7.49% | 9.36% | Q4 2021 | Q3 2023 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.52% | 0.57% | 0.64% | Q4 2021 | Q3 2023 | 8 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.40% | 0.54% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Arlington Financial Advisors, LLC | 7 | 1 | 4.54% | 5.91% | 11.03% | Q4 2018 | Q3 2021 | 8 |
Brinker Capital Investments, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 8 |
Newport Wealth Strategies, Inc. | 8 | 8 | 0.17% | 2.02% | 2.80% | Q4 2019 | Q3 2021 | 8 |
6 Meridian | 8 | 8 | 0.80% | 1.24% | 1.68% | Q1 2020 | Q4 2021 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.21% | 0.27% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Valeo Financial Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.03% | 0.10% | Q1 2015 | Q4 2016 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.01% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Quad-Cities Investment Group, LLC | 6 | 2 | 0.02% | 0.11% | 0.37% | Q2 2018 | Q3 2021 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.26% | 0.71% | 1.12% | Q4 2021 | Q3 2023 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 0.42% | 1.61% | 3.14% | Q4 2018 | Q3 2020 | 8 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q2 2023 | 8 |
Investors Financial Group, LLC | 7 | 1 | 0.31% | 0.61% | 0.96% | Q4 2019 | Q4 2021 | 8 |
ADE, LLC | 8 | 8 | 0.20% | 0.31% | 0.64% | Q4 2020 | Q3 2022 | 8 |
M&R CAPITAL MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2023 | 8 |
Cooper Financial Group | 8 | 8 | 0.12% | 0.20% | 0.28% | Q2 2019 | Q1 2021 | 8 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 8 | 8 | 0.74% | 1.11% | 1.23% | Q4 2021 | Q3 2023 | 8 |
Gradient Investments LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
HL FINANCIAL SERVICES LLC | 8 | 8 | 0.01% | 0.02% | 0.07% | Q2 2017 | Q1 2019 | 8 |
CALTON & ASSOCIATES, INC. | 8 | 8 | 0.06% | 0.09% | 0.10% | Q1 2020 | Q4 2021 | 8 |
Hochman Cole Investment Advisors, Inc. | 6 | 2 | 0.13% | 0.30% | 0.95% | Q2 2017 | Q3 2021 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.85% | 1.73% | 2.35% | Q4 2021 | Q3 2023 | 8 |
RETIREMENT GUYS FORMULA LLC | 8 | 8 | 0.28% | 5.02% | 22.44% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.07% | 0.13% | 0.21% | Q4 2021 | Q3 2023 | 8 |
WealthTrust Asset Management, LLC | 8 | 8 | 1.02% | 6.15% | 10.13% | Q2 2021 | Q1 2023 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Covington Capital Management | 8 | 8 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q4 2021 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 2.86% | 3.87% | 4.65% | Q4 2021 | Q3 2023 | 8 |
Private Portfolio Partners LLC | 8 | 8 | 0.06% | 0.15% | 0.21% | Q2 2021 | Q1 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.11% | 0.89% | 5.76% | Q4 2021 | Q3 2023 | 8 |
Landsberg, Bennett, & Dubbaneh LLC | 8 | 8 | 1.32% | 2.65% | 3.39% | Q4 2019 | Q3 2021 | 8 |
First PREMIER Bank | 8 | 8 | 0.02% | 0.13% | 0.26% | Q1 2021 | Q4 2022 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.40% | 0.98% | 1.57% | Q4 2021 | Q3 2023 | 8 |
Holloway Wealth Management, LLC | 8 | 8 | 0.04% | 0.47% | 0.98% | Q2 2020 | Q1 2022 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.07% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
3D ASSET MANAGEMENT, INC | 7 | 7 | 4.25% | 4.73% | 5.29% | Q1 2019 | Q3 2020 | 7 |
Triumph Capital Management | 5 | 2 | 0.99% | 1.44% | 1.72% | Q3 2021 | Q3 2023 | 7 |
Peterson Financial Group, Inc. | 7 | 7 | 0.16% | 0.22% | 0.36% | Q1 2022 | Q3 2023 | 7 |
SHEETS SMITH WEALTH MANAGEMENT | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.05% | 0.10% | 0.16% | Q1 2022 | Q3 2023 | 7 |
SteelPeak Wealth, LLC | 7 | 7 | 0.09% | 0.13% | 0.19% | Q4 2019 | Q2 2021 | 7 |
CAMG Solamere Management, LLC | 7 | 7 | 1.23% | 3.59% | 4.82% | Q1 2020 | Q3 2021 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Ameritas Investment Partners, Inc. | 7 | 7 | 0.00% | 0.08% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Stonebridge Capital Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
EWG Elevate Inc. | 7 | 7 | 0.09% | 1.99% | 4.17% | Q1 2022 | Q3 2023 | 7 |
M&T BANK CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2020 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Bogart Wealth, LLC | 7 | 7 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q1 2021 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.38% | 0.53% | 0.68% | Q1 2022 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q4 2022 | 7 |
Progeny 3, Inc. | 7 | 7 | 1.23% | 1.85% | 2.76% | Q1 2021 | Q3 2022 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.15% | 0.36% | 0.49% | Q1 2022 | Q3 2023 | 7 |
Wills Financial Group, Inc. | 7 | 7 | 0.86% | 1.21% | 1.39% | Q1 2017 | Q3 2018 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.67% | 1.79% | 3.17% | Q4 2019 | Q2 2021 | 7 |
Holistic Financial Partners | 7 | 7 | 0.23% | 0.42% | 0.49% | Q1 2022 | Q3 2023 | 7 |
MARIPAU WEALTH MANAGEMENT LLC | 7 | 7 | 0.20% | 0.37% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Partnervest Advisory Services LLC | 6 | 1 | 0.14% | 0.21% | 0.28% | Q4 2018 | Q3 2020 | 7 |
Outlook Wealth Advisors, LLC | 7 | 7 | 0.44% | 0.63% | 1.07% | Q1 2020 | Q3 2021 | 7 |
TriaGen Wealth Management LLC | 7 | 7 | 0.95% | 1.19% | 1.50% | Q4 2020 | Q2 2022 | 7 |
Truadvice, LLC | 4 | 3 | 0.09% | 0.20% | 0.41% | Q3 2020 | Q3 2023 | 7 |
Braun-Bostich & Associates Inc. | 4 | 3 | 1.45% | 2.64% | 4.44% | Q4 2020 | Q3 2022 | 7 |
Mariner, LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Hedeker Wealth, LLC | 7 | 7 | 0.24% | 1.18% | 2.10% | Q1 2022 | Q3 2023 | 7 |
Icon Wealth Partners, LLC | 4 | 1 | 0.03% | 0.13% | 0.29% | Q4 2017 | Q4 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.08% | 0.17% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.16% | 0.36% | 0.64% | Q4 2021 | Q3 2023 | 7 |
Friedenthal Financial | 7 | 7 | 0.19% | 1.37% | 1.66% | Q1 2022 | Q3 2023 | 7 |
Moors & Cabot, Inc. | 7 | 7 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q4 2022 | 7 |
San Luis Wealth Advisors LLC | 5 | 1 | 0.27% | 0.82% | 1.72% | Q4 2020 | Q3 2022 | 6 |
Tanager Wealth Management LLP | 4 | 2 | 0.11% | 0.70% | 3.36% | Q4 2021 | Q3 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.07% | 0.16% | 0.27% | Q4 2019 | Q3 2021 | 6 |
Ifrah Financial Services, Inc. | 6 | 6 | 0.49% | 0.51% | 0.55% | Q2 2022 | Q3 2023 | 6 |
Advisor Resource Council | 5 | 1 | 0.02% | 0.06% | 0.13% | Q2 2021 | Q1 2023 | 6 |
L.M. KOHN & COMPANY | 6 | 6 | 0.22% | 0.28% | 0.33% | Q1 2022 | Q2 2023 | 6 |
NORTHSTAR WEALTH PARTNERS LLC | 6 | 6 | 0.14% | 0.20% | 0.30% | Q1 2019 | Q2 2020 | 6 |
Princeton Global Asset Management LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Savior LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 6 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.01% | 0.07% | 0.15% | Q2 2022 | Q3 2023 | 6 |
ProVise Management Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
SII INVESTMENTS INC/WI | 6 | 6 | 0.04% | 0.27% | 0.67% | Q3 2016 | Q4 2017 | 6 |
AMERIPRISE FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 6 |
AGILIS PARTNERS LLC | 6 | 6 | 0.42% | 4.09% | 8.72% | Q3 2020 | Q4 2021 | 6 |
MANCHESTER FINANCIAL INC | 6 | 6 | 0.41% | 1.79% | 4.04% | Q4 2021 | Q1 2023 | 6 |
Treynor Bancshares, Inc. | 6 | 6 | 2.29% | 2.53% | 2.92% | Q4 2021 | Q1 2023 | 6 |
Legacy Private Trust Co. | 6 | 6 | 1.11% | 1.21% | 1.27% | Q2 2022 | Q3 2023 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.09% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 6 |
PALLADIUM PARTNERS LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q1 2022 | 6 |
HOWARD WEALTH MANAGEMENT, LLC | 3 | 3 | 0.13% | 0.16% | 0.25% | Q1 2021 | Q3 2022 | 6 |
FIRETHORN WEALTH PARTNERS, LLC | 3 | 1 | 0.18% | 0.24% | 0.35% | Q4 2020 | Q3 2022 | 6 |
SEARCY FINANCIAL SERVICES INC /ADV | 6 | 6 | 11.46% | 12.84% | 13.62% | Q2 2022 | Q3 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.60% | 0.79% | 1.01% | Q4 2021 | Q3 2023 | 6 |
Keystone Financial Services | 6 | 6 | 0.12% | 0.13% | 0.16% | Q1 2022 | Q2 2023 | 6 |
Faithward Advisors, LLC | 4 | 2 | 0.03% | 0.31% | 1.05% | Q3 2019 | Q2 2021 | 6 |
BOKF, NA | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 6 |
IFC Holdings Incorporated/FL | 6 | 6 | 0.02% | 0.15% | 0.34% | Q3 2016 | Q4 2017 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.44% | 0.58% | 0.66% | Q4 2021 | Q1 2023 | 6 |
Strategic Investment Advisors / MI | 6 | 6 | 0.70% | 0.73% | 0.78% | Q2 2019 | Q3 2020 | 6 |
VisionPoint Advisory Group, LLC | 6 | 6 | 0.11% | 0.22% | 0.33% | Q4 2018 | Q1 2020 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Keystone Financial Group | 4 | 2 | 0.94% | 1.03% | 1.08% | Q1 2022 | Q3 2023 | 6 |
Hanlon Investment Management, Inc. | 6 | 6 | 0.08% | 0.12% | 0.23% | Q1 2019 | Q2 2020 | 6 |
BESSEMER GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Valmark Advisers, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
Mach-1 Financial Group, LLC | 6 | 6 | 0.11% | 0.72% | 1.52% | Q2 2022 | Q3 2023 | 6 |
FDx Advisors, Inc. | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2021 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.04% | 0.29% | 0.73% | Q3 2016 | Q3 2022 | 6 |
Ahrens Investment Partners LLC | 3 | 2 | 0.01% | 0.15% | 0.51% | Q3 2020 | Q2 2022 | 5 |
JNBA Financial Advisors | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Financial Planning & Information Services, Inc. | 5 | 5 | 0.11% | 1.49% | 2.41% | Q3 2022 | Q3 2023 | 5 |
Perennial Investment Advisors, LLC | 3 | 2 | 0.11% | 0.22% | 0.34% | Q3 2020 | Q3 2023 | 5 |
Advisors Asset Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
PACIFIC SUN FINANCIAL CORP | 5 | 5 | 0.19% | 0.21% | 0.24% | Q3 2021 | Q3 2022 | 5 |
Creative Planning | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 5 |
Sterling Investment Advisors, Ltd. | 5 | 5 | 0.18% | 0.22% | 0.27% | Q4 2019 | Q4 2020 | 5 |
Moloney Securities Asset Management, LLC | 5 | 5 | 0.05% | 0.18% | 0.26% | Q4 2019 | Q4 2020 | 5 |
Merit Financial Group, LLC | 3 | 2 | 0.10% | 0.14% | 0.18% | Q4 2017 | Q1 2020 | 5 |
Ironwood Financial, llc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Westover Capital Advisors, LLC | 5 | 5 | 2.34% | 2.78% | 3.03% | Q1 2022 | Q1 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.74% | 0.79% | 0.82% | Q3 2022 | Q3 2023 | 5 |
Smithfield Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Altium Wealth Management LLC | 5 | 5 | 0.06% | 0.10% | 0.14% | Q4 2018 | Q4 2019 | 5 |
RiverTree Advisors, LLC | 5 | 5 | 6.52% | 7.67% | 10.77% | Q3 2022 | Q3 2023 | 5 |
ODonnell Financial Services, LLC | 5 | 5 | 0.13% | 0.29% | 0.77% | Q3 2021 | Q3 2022 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
MBE Wealth Management, LLC | 5 | 5 | 0.16% | 0.29% | 0.35% | Q1 2020 | Q1 2021 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 1.12% | 1.27% | 1.38% | Q3 2022 | Q3 2023 | 5 |
Horan Securities, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 5 |
Allred Capital Management, LLC | 5 | 5 | 0.13% | 0.26% | 0.36% | Q4 2018 | Q4 2019 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.70% | 0.83% | 0.97% | Q3 2022 | Q3 2023 | 5 |
Clearwater Capital Advisors, LLC | 5 | 5 | 0.06% | 0.11% | 0.14% | Q1 2019 | Q1 2020 | 5 |
Marks Wealth, LLC | 5 | 5 | 1.82% | 3.10% | 4.92% | Q1 2021 | Q1 2022 | 5 |
Insight Inv LLC | 5 | 5 | 0.19% | 0.25% | 0.37% | Q3 2022 | Q3 2023 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 0.46% | 0.59% | 0.74% | Q4 2021 | Q4 2022 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.20% | 0.41% | 0.86% | Q4 2020 | Q3 2023 | 5 |
Financial Enhancement Group LLC | 5 | 5 | 2.29% | 3.06% | 4.13% | Q3 2022 | Q3 2023 | 5 |
MCDONALD PARTNERS LLC | 3 | 2 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q2 2022 | 5 |
Insight Advisors, LLC/ PA | 4 | 1 | 0.16% | 0.28% | 0.41% | Q4 2020 | Q1 2022 | 5 |
HBW ADVISORY SERVICES LLC | 4 | 1 | 0.22% | 0.52% | 0.75% | Q3 2019 | Q2 2022 | 5 |
STRINGER ASSET MANAGEMENT, LLC | 3 | 1 | 0.16% | 1.18% | 1.97% | Q2 2015 | Q1 2020 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2022 | 5 |
55I, LLC | 5 | 5 | 0.01% | 0.05% | 0.14% | Q1 2020 | Q1 2021 | 5 |
SVB WEALTH LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Brendel Financial Advisors LLC | 3 | 1 | 0.06% | 0.66% | 2.52% | Q3 2019 | Q2 2021 | 5 |
Prime Capital Investment Advisors, LLC | 5 | 5 | 0.01% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
EdgeRock Capital LLC | 5 | 5 | 0.14% | 0.26% | 0.36% | Q2 2022 | Q2 2023 | 5 |
Beacon Financial Advisory LLC | 4 | 1 | 0.12% | 0.17% | 0.22% | Q4 2019 | Q1 2021 | 5 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2017 | 5 |
Premia Global Advisors, LLC | 5 | 5 | 0.29% | 0.54% | 0.86% | Q2 2018 | Q2 2019 | 5 |
KRAEMATON INVESTMENT ADVISORS, INC | 5 | 5 | 0.88% | 0.97% | 1.11% | Q4 2021 | Q4 2022 | 5 |
INVESTMENT CENTERS OF AMERICA INC | 5 | 5 | 0.04% | 0.07% | 0.09% | Q3 2016 | Q3 2017 | 5 |
Capital Asset Advisory Services LLC | 4 | 1 | 0.01% | 0.54% | 1.03% | Q4 2018 | Q4 2020 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.29% | 0.75% | Q4 2021 | Q4 2022 | 5 |
StrongBox Wealth, LLC | 5 | 5 | 0.12% | 0.56% | 0.74% | Q1 2021 | Q1 2022 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PATRON PARTNERS, LLC | 5 | 5 | 0.14% | 0.56% | 1.22% | Q4 2020 | Q4 2021 | 5 |
Laird Norton Wetherby Wealth Management, LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q1 2021 | 5 |
Baystate Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Aviance Capital Partners, LLC | 4 | 4 | 0.63% | 0.76% | 0.90% | Q3 2019 | Q2 2020 | 4 |
COMERICA BANK | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 4 |
Mainsail Financial Group, LLC | 4 | 4 | 2.25% | 2.60% | 2.76% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Advisors, LLC | 4 | 4 | 2.84% | 3.19% | 3.94% | Q4 2022 | Q3 2023 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 |
CAPITAL ONE FINANCIAL CORP | 4 | 4 | 0.05% | 0.10% | 0.13% | Q1 2020 | Q4 2020 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CREDIT SUISSE AG/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
FURE FINANCIAL CORP | 4 | 4 | 1.02% | 1.22% | 1.62% | Q4 2019 | Q3 2020 | 4 |
Old Port Advisors | 4 | 4 | 0.09% | 0.11% | 0.13% | Q1 2020 | Q4 2020 | 4 |
CreativeOne Wealth, LLC | 3 | 1 | 0.02% | 0.12% | 0.27% | Q4 2020 | Q4 2021 | 4 |
Wealthstreet Investment Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q1 2021 | 4 |
Clear Perspective Advisors, LLC | 4 | 4 | 5.11% | 5.92% | 7.37% | Q1 2021 | Q4 2021 | 4 |
MATHER GROUP, LLC. | 4 | 4 | 0.01% | 0.09% | 0.14% | Q3 2022 | Q2 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.46% | 0.73% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Alpha Cubed Investments, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.08% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.13% | 0.43% | 1.27% | Q4 2022 | Q3 2023 | 4 |
AIFG Consultants Ltd. | 4 | 4 | 0.82% | 1.20% | 2.02% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.15% | 0.28% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Center For Asset Management LLC | 4 | 4 | 0.29% | 0.30% | 0.32% | Q4 2020 | Q3 2021 | 4 |
Beirne Wealth Consulting Services, LLC | 4 | 4 | 0.23% | 0.28% | 0.37% | Q4 2018 | Q3 2019 | 4 |
Bigelow Investment Advisors, LLC | 4 | 4 | 0.53% | 0.67% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Arlington Capital Management, Inc. | 4 | 4 | 0.39% | 0.67% | 1.02% | Q4 2022 | Q3 2023 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Anfield Capital Management, LLC | 4 | 4 | 0.16% | 0.29% | 0.58% | Q3 2020 | Q2 2021 | 4 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.08% | 1.00% | 2.00% | Q4 2017 | Q4 2018 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.15% | 0.19% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Bridgeworth, LLC | 4 | 4 | 0.06% | 0.22% | 0.39% | Q3 2017 | Q2 2018 | 4 |
Foundations Investment Advisors, LLC | 4 | 4 | 0.01% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 1.66% | 2.24% | 2.54% | Q4 2022 | Q3 2023 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Fermata Advisors, LLC | 4 | 4 | 0.11% | 0.14% | 0.20% | Q2 2022 | Q1 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.19% | 0.21% | 0.26% | Q4 2018 | Q3 2019 | 4 |
Berger Financial Group, Inc | 4 | 4 | 2.88% | 3.02% | 3.21% | Q4 2022 | Q3 2023 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
V Wealth Advisors LLC | 3 | 1 | 0.01% | 0.14% | 0.25% | Q2 2017 | Q3 2022 | 4 |
CITY HOLDING CO | 4 | 4 | 0.08% | 0.15% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Lucia Wealth Services, LLC | 4 | 4 | 0.09% | 0.53% | 0.85% | Q4 2019 | Q3 2020 | 4 |
Parallel Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 4 |
TCP Asset Management, LLC | 4 | 4 | 0.34% | 1.53% | 1.98% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.14% | 0.27% | 0.46% | Q4 2022 | Q3 2023 | 4 |
TCWP LLC | 4 | 4 | 0.40% | 0.45% | 0.50% | Q4 2021 | Q3 2022 | 4 |
Narwhal Capital Management | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2017 | 4 |
USCA RIA LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 4 |
Arden Trust Co | 4 | 4 | 0.13% | 0.24% | 0.35% | Q2 2019 | Q1 2020 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.09% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Herold Advisors, Inc. | 2 | 1 | 0.05% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 4 |
Donald L. Hagan, LLC | 3 | 1 | 0.36% | 1.86% | 4.72% | Q1 2018 | Q3 2019 | 4 |
Columbus Macro, LLC | 4 | 4 | 1.16% | 1.40% | 1.64% | Q1 2020 | Q4 2020 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Dominguez Wealth Management Solutions, Inc. | 4 | 4 | 4.46% | 4.57% | 4.69% | Q4 2022 | Q3 2023 | 4 |
BREITER CAPITAL MANAGEMENT INC | 2 | 2 | 0.27% | 0.33% | 0.41% | Q3 2020 | Q3 2021 | 4 |
Titus Wealth Management | 4 | 4 | 0.24% | 0.52% | 0.90% | Q4 2019 | Q3 2020 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
BlueCrest Capital Management Ltd | 4 | 4 | 0.06% | 0.30% | 0.78% | Q4 2022 | Q3 2023 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 2.99% | 3.23% | 3.35% | Q4 2018 | Q4 2019 | 4 |
RMR Wealth Builders | 4 | 4 | 1.32% | 1.50% | 1.65% | Q4 2021 | Q3 2022 | 4 |
NATIONAL PLANNING CORP | 2 | 1 | 0.03% | 0.05% | 0.10% | Q4 2016 | Q3 2017 | 3 |
Ford Financial Group, LLC | 3 | 3 | 0.79% | 1.24% | 2.05% | Q2 2022 | Q4 2022 | 3 |
Visionary Wealth Advisors | 3 | 3 | 0.06% | 0.25% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Tanglewood Legacy Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Trinity Legacy Partners, LLC | 3 | 3 | 0.10% | 0.15% | 0.19% | Q1 2020 | Q3 2020 | 3 |
Coastwise Capital Group, LLC | 3 | 3 | 0.28% | 0.31% | 0.35% | Q1 2022 | Q3 2022 | 3 |
MOTCO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.24% | 0.33% | 0.41% | Q4 2017 | Q4 2018 | 3 |
Altus Wealth Group LLC | 3 | 3 | 0.22% | 0.28% | 0.36% | Q4 2020 | Q2 2021 | 3 |
Intelligence Driven Advisers, LLC | 3 | 3 | 0.05% | 0.46% | 0.74% | Q4 2020 | Q2 2021 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 9.45% | 9.67% | 10.00% | Q3 2018 | Q1 2019 | 3 |
Wealth & Pension Services Group, Inc. | 3 | 3 | 0.17% | 0.22% | 0.25% | Q1 2019 | Q3 2019 | 3 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.83% | 0.84% | 0.85% | Q1 2022 | Q3 2022 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.06% | 0.11% | Q1 2023 | Q3 2023 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.00% | 0.38% | 1.10% | Q2 2022 | Q3 2022 | 3 |
Crumly & Associates Inc. | 3 | 3 | 0.19% | 0.23% | 0.27% | Q1 2020 | Q3 2020 | 3 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.01% | 0.20% | 0.32% | Q4 2020 | Q2 2021 | 3 |
CENTRAL TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 0.35% | 0.36% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Pasadena Private Wealth, LLC | 3 | 3 | 0.36% | 0.70% | 0.92% | Q2 2019 | Q4 2019 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Secure Asset Management, LLC | 3 | 3 | 0.16% | 0.23% | 0.27% | Q4 2019 | Q2 2020 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.62% | 0.80% | 0.90% | Q1 2019 | Q3 2019 | 3 |
Paloma Partners Management Co | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.10% | 0.13% | 0.16% | Q4 2021 | Q2 2022 | 3 |
Sterling Manor Financial, LLC | 2 | 1 | 0.45% | 1.90% | 4.59% | Q4 2020 | Q1 2023 | 3 |
Montecito Bank & Trust | 3 | 3 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q2 2021 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.41% | 0.42% | 0.44% | Q4 2018 | Q2 2019 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.14% | 0.84% | 1.38% | Q1 2023 | Q3 2023 | 3 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2019 | Q3 2019 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Private Advisory Group LLC | 2 | 1 | 0.04% | 0.66% | 1.90% | Q1 2020 | Q2 2023 | 3 |
Sound Income Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Colonial River Wealth Management, LLC | 3 | 3 | 1.12% | 1.13% | 1.14% | Q1 2023 | Q3 2023 | 3 |
RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
MOSELEY INVESTMENT MANAGEMENT INC | 3 | 3 | 0.26% | 0.28% | 0.30% | Q1 2019 | Q3 2019 | 3 |
Farmers & Merchants Trust Co of Long Beach | 3 | 3 | 0.08% | 0.10% | 0.11% | Q2 2021 | Q4 2021 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Lion Street Advisors, LLC | 3 | 3 | 0.08% | 0.14% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Concord Wealth Partners | 3 | 3 | 0.01% | 0.32% | 0.79% | Q4 2020 | Q2 2021 | 3 |
TAP Consulting, LLC | 3 | 3 | 0.78% | 0.90% | 0.97% | Q1 2023 | Q3 2023 | 3 |
Integrity Financial Corp /WA | 3 | 3 | 0.23% | 0.30% | 0.38% | Q4 2021 | Q2 2022 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cutter & CO Brokerage, Inc. | 2 | 1 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 3 |
RELIANCE TRUST CO OF DELAWARE | 3 | 3 | 0.16% | 0.40% | 0.53% | Q3 2018 | Q1 2019 | 3 |
Ellsworth Advisors, LLC | 3 | 3 | 0.24% | 0.26% | 0.27% | Q1 2022 | Q3 2022 | 3 |
Nilsine Partners, LLC | 3 | 3 | 1.03% | 1.05% | 1.09% | Q1 2023 | Q3 2023 | 3 |
Trilogy Capital Inc. | 2 | 1 | 0.00% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 3 |
OneAscent Wealth Management LLC | 3 | 3 | 0.69% | 0.72% | 0.77% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.24% | 0.30% | 0.36% | Q4 2022 | Q1 2023 | 2 |
Mason & Associates Inc | 2 | 2 | 0.16% | 0.19% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Financial Services Advisory Inc | 2 | 2 | 0.46% | 0.55% | 0.63% | Q2 2020 | Q3 2020 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q1 2020 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q2 2022 | 2 |
Midwest Financial Group LLC | 2 | 2 | 3.50% | 3.54% | 3.56% | Q2 2023 | Q3 2023 | 2 |
Interchange Capital Partners, LLC | 2 | 2 | 0.22% | 0.22% | 0.23% | Q4 2020 | Q1 2021 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Williams Financial, LLC | 2 | 2 | 0.34% | 0.36% | 0.37% | Q1 2021 | Q2 2021 | 2 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 2 |
Key Client Fiduciary Advisors, LLC | 2 | 2 | 0.35% | 0.39% | 0.43% | Q4 2021 | Q1 2022 | 2 |
Lake Point Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q2 2022 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 2 |
WMG Financial Advisors, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 2 |
Adams Wealth Management | 2 | 2 | 0.58% | 0.83% | 1.09% | Q4 2019 | Q1 2020 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Sequoia Wealth Management, LLC | 2 | 2 | 0.66% | 0.69% | 0.72% | Q1 2019 | Q2 2019 | 2 |
True Capital Management | 2 | 2 | 0.16% | 0.20% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Abbot Financial Management, Inc. | 2 | 2 | 0.58% | 0.59% | 0.59% | Q2 2023 | Q3 2023 | 2 |
JUNCTURE WEALTH STRATEGIES, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2018 | Q3 2018 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Q3 Asset Management | 2 | 2 | 1.23% | 1.91% | 2.60% | Q1 2022 | Q2 2022 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Elk River Wealth Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 2 | 2 | 4.89% | 5.79% | 6.69% | Q4 2021 | Q1 2022 | 2 |
Center for Financial Planning, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Presidio Capital Management, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2022 | Q3 2022 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 0.73% | 1.32% | 1.92% | Q1 2022 | Q2 2022 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.58% | 1.16% | Q1 2018 | Q4 2021 | 2 |
Sanctuary Wealth Management, L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
W.H. Cornerstone Investments Inc. | 1 | 1 | 0.20% | 0.26% | 0.33% | Q3 2022 | Q3 2023 | 2 |
NWAM LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Waterloo Capital, L.P. | 1 | 1 | 0.24% | 0.32% | 0.40% | Q1 2020 | Q3 2023 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
tru Independence LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 2 |
SPC Financial, Inc. | 2 | 2 | 3.14% | 3.15% | 3.15% | Q2 2022 | Q3 2022 | 2 |
Sage Advisory Services, Ltd.Co. | 2 | 2 | 0.53% | 0.55% | 0.56% | Q2 2023 | Q3 2023 | 2 |
Quaker Wealth Management, LLC | 1 | 1 | 6.06% | 9.53% | 12.99% | Q1 2021 | Q3 2021 | 2 |
Hayden Royal, LLC | 2 | 2 | 1.88% | 2.02% | 2.16% | Q4 2019 | Q1 2020 | 2 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 2 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.79% | 1.55% | Q1 2023 | Q3 2023 | 2 |
Invst, LLC | 2 | 2 | 0.21% | 0.24% | 0.26% | Q3 2017 | Q4 2017 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 2.78% | 2.80% | 2.83% | Q2 2023 | Q3 2023 | 2 |
Ruggie Capital Group | 2 | 2 | 0.07% | 0.24% | 0.41% | Q4 2018 | Q1 2019 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Per Stirling Capital Management, LLC. | 2 | 2 | 0.06% | 0.73% | 1.39% | Q4 2022 | Q1 2023 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Simplicity Wealth,LLC | 2 | 2 | 0.37% | 0.41% | 0.44% | Q4 2022 | Q1 2023 | 2 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 15.94% | 15.94% | 15.94% | Q1 2019 | Q1 2019 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Americana Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Warberg Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
True North Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 1 |
BBVA USA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pitti Group Wealth Management, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2021 | Q4 2021 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TFB Advisors LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CPR Investments Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2022 | Q2 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Purus Wealth Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2021 | Q3 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2023 | Q3 2023 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Oxinas Partners Wealth Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Sabal Trust CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2016 | Q4 2016 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Argent Trust Co | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
First Citizens Asset Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2021 | Q2 2021 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2020 | Q1 2020 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WIN ADVISORS, INC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q2 2023 | Q2 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Watson Rebecca | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 1.37% | 1.37% | 1.37% | Q1 2021 | Q1 2021 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Asset Allocation & Management Company, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Prostatis Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2023 | Q3 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q3 2023 | Q3 2023 | 1 |
Grey Street Capital, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2023 | Q1 2023 | 1 |
Ascension Asset Management LLC | 1 | 1 | 6.65% | 6.65% | 6.65% | Q4 2020 | Q4 2020 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Keystone Wealth Services, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2023 | Q3 2023 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Keel Point, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own FIRST TR EXCHANGE-TRADED FD or have owned FIRST TR EXCHANGE-TRADED FD in the past.