Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.08% | 0.20% | Q4 2014 | Q3 2023 | 36 |
WELLS FARGO & COMPANY/MN | 36 | 36 | 0.00% | 0.07% | 0.19% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 36 | 36 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 36 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 30 | 5 | 0.00% | 0.05% | 0.12% | Q4 2014 | Q3 2023 | 35 |
LPL Financial LLC | 35 | 35 | 0.00% | 0.17% | 0.46% | Q1 2015 | Q3 2023 | 35 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 34 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 34 |
Prospera Financial Services Inc | 26 | 1 | 0.04% | 0.66% | 3.89% | Q1 2015 | Q3 2023 | 33 |
RAYMOND JAMES & ASSOCIATES | 32 | 1 | 0.00% | 0.07% | 0.12% | Q1 2015 | Q3 2023 | 33 |
STIFEL FINANCIAL CORP | 30 | 1 | 0.00% | 0.05% | 0.12% | Q1 2015 | Q3 2023 | 32 |
Cambridge Investment Research Advisors, Inc. | 32 | 32 | 0.01% | 0.22% | 0.58% | Q4 2015 | Q3 2023 | 32 |
Cetera Advisor Networks LLC | 32 | 32 | 0.02% | 0.15% | 0.53% | Q4 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.05% | 0.20% | 0.53% | Q4 2015 | Q3 2023 | 32 |
RFG Advisory, LLC | 31 | 31 | 0.10% | 0.56% | 2.79% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.50% | 2.43% | Q4 2015 | Q3 2023 | 31 |
HighTower Advisors, LLC | 29 | 29 | 0.01% | 0.18% | 0.34% | Q3 2016 | Q3 2023 | 29 |
D.A. DAVIDSON & CO. | 29 | 29 | 0.01% | 0.07% | 0.32% | Q3 2016 | Q3 2023 | 29 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.22% | 0.68% | Q4 2016 | Q3 2023 | 28 |
JPMORGAN CHASE & CO | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
BerganKDV Wealth Management, LLC | 28 | 28 | 0.01% | 0.21% | 0.32% | Q3 2016 | Q2 2023 | 28 |
PARK NATIONAL CORP /OH/ | 28 | 28 | 0.06% | 0.72% | 1.22% | Q1 2017 | Q4 2023 | 28 |
NewEdge Advisors, LLC | 28 | 28 | 0.04% | 0.21% | 0.41% | Q4 2016 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 28 | 28 | 0.03% | 0.07% | 0.12% | Q4 2016 | Q3 2023 | 28 |
Private Advisor Group, LLC | 28 | 28 | 0.01% | 0.22% | 0.74% | Q4 2016 | Q3 2023 | 28 |
Baird Financial Group, Inc. | 24 | 3 | 0.00% | 0.07% | 0.13% | Q1 2016 | Q3 2023 | 27 |
Stratos Wealth Partners, LTD. | 27 | 27 | 0.04% | 0.17% | 0.40% | Q1 2017 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.01% | 0.30% | 0.60% | Q1 2017 | Q3 2023 | 27 |
Strid Group, LLC | 20 | 3 | 0.12% | 2.09% | 13.54% | Q2 2016 | Q3 2023 | 26 |
PNC FINANCIAL SERVICES GROUP, INC. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Financial Enhancement Group LLC | 26 | 26 | 1.62% | 4.87% | 8.86% | Q2 2017 | Q3 2023 | 26 |
Cetera Advisors LLC | 25 | 1 | 0.05% | 0.40% | 1.18% | Q1 2017 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 19 | 7 | 0.01% | 0.05% | 0.19% | Q1 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.03% | 0.20% | 0.66% | Q2 2017 | Q3 2023 | 26 |
Cornerstone Wealth Management, LLC | 23 | 3 | 0.06% | 0.21% | 0.41% | Q1 2017 | Q3 2023 | 26 |
SYNOVUS FINANCIAL CORP | 25 | 25 | 0.01% | 0.33% | 1.01% | Q3 2017 | Q3 2023 | 25 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 25 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 24 | 1 | 0.00% | 0.11% | 0.57% | Q2 2015 | Q3 2023 | 25 |
CITIGROUP INC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Cetera Investment Advisers | 24 | 1 | 0.07% | 0.25% | 0.74% | Q2 2017 | Q3 2023 | 25 |
Csenge Advisory Group | 25 | 25 | 2.82% | 4.24% | 8.02% | Q3 2017 | Q3 2023 | 25 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 25 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 25 | 25 | 0.08% | 0.32% | 0.48% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.10% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.05% | 0.43% | 1.62% | Q4 2017 | Q3 2023 | 24 |
Wealthcare Advisory Partners LLC | 24 | 24 | 0.00% | 0.05% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Sigma Planning Corp | 24 | 24 | 0.05% | 0.24% | 0.56% | Q4 2017 | Q3 2023 | 24 |
Madden Advisory Services, Inc. | 22 | 1 | 0.02% | 0.54% | 0.90% | Q1 2017 | Q3 2023 | 24 |
Snowden Capital Advisors LLC | 15 | 8 | 0.05% | 0.26% | 0.34% | Q4 2017 | Q3 2023 | 23 |
US BANCORP \DE\ | 22 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 23 |
OPPENHEIMER & CO INC | 23 | 23 | 0.01% | 0.10% | 0.44% | Q1 2018 | Q3 2023 | 23 |
Jacobi Capital Management LLC | 23 | 23 | 0.05% | 0.17% | 0.30% | Q4 2017 | Q2 2023 | 23 |
First Heartland Consultants, Inc. | 23 | 23 | 0.02% | 0.55% | 1.45% | Q1 2018 | Q3 2023 | 23 |
Towerpoint Wealth, LLC | 23 | 23 | 0.47% | 2.80% | 7.64% | Q1 2018 | Q3 2023 | 23 |
WealthPLAN Partners, LLC | 18 | 5 | 0.31% | 0.56% | 1.61% | Q4 2017 | Q4 2023 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 1.11% | 1.86% | 3.15% | Q1 2018 | Q3 2023 | 23 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 1 | 0.05% | 0.24% | 0.93% | Q2 2016 | Q3 2022 | 22 |
B. Riley Wealth Advisors, Inc. | 22 | 22 | 0.03% | 0.09% | 0.23% | Q2 2018 | Q3 2023 | 22 |
Capital Investment Advisory Services, LLC | 22 | 22 | 0.17% | 0.41% | 1.53% | Q2 2018 | Q3 2023 | 22 |
SHEETS SMITH WEALTH MANAGEMENT | 21 | 1 | 0.05% | 0.08% | 0.14% | Q1 2018 | Q3 2023 | 22 |
BANK OF MONTREAL /CAN/ | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 22 |
First Horizon Advisors, Inc. | 18 | 4 | 0.00% | 0.13% | 0.28% | Q1 2016 | Q3 2023 | 22 |
WELCH & FORBES LLC | 22 | 22 | 0.01% | 0.08% | 0.15% | Q2 2018 | Q3 2023 | 22 |
WealthShield Partners, LLC | 22 | 22 | 0.01% | 0.18% | 0.39% | Q2 2018 | Q3 2023 | 22 |
Murphy, Middleton, Hinkle & Parker, Inc. | 22 | 22 | 0.24% | 0.43% | 0.94% | Q4 2017 | Q1 2023 | 22 |
JNBA Financial Advisors | 20 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.02% | 0.07% | 0.24% | Q2 2018 | Q3 2023 | 22 |
Smart Portfolios, LLC | 19 | 3 | 0.92% | 8.30% | 22.30% | Q4 2017 | Q2 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.01% | 0.09% | 0.18% | Q2 2018 | Q3 2023 | 22 |
Brinker Capital Investments, LLC | 21 | 21 | 0.01% | 0.48% | 1.33% | Q4 2017 | Q4 2022 | 21 |
Geneos Wealth Management Inc. | 21 | 21 | 0.00% | 0.23% | 0.45% | Q4 2016 | Q4 2021 | 21 |
Kovack Advisors, Inc. | 19 | 2 | 0.05% | 0.17% | 0.27% | Q4 2017 | Q3 2023 | 21 |
DAVENPORT & Co LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.03% | 0.05% | 0.19% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.03% | 0.25% | 0.97% | Q3 2018 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 21 | 21 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q2 2023 | 21 |
Atria Investments, Inc | 16 | 1 | 0.03% | 0.20% | 0.59% | Q1 2015 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.03% | 0.15% | Q4 2014 | Q3 2023 | 21 |
Jaffetilchin Investment Partners, LLC | 21 | 21 | 0.04% | 0.82% | 3.57% | Q3 2018 | Q3 2023 | 21 |
M&R CAPITAL MANAGEMENT INC | 21 | 21 | 0.02% | 0.03% | 0.11% | Q4 2018 | Q4 2023 | 21 |
Aries Wealth Management | 15 | 6 | 0.19% | 0.27% | 0.39% | Q2 2018 | Q3 2023 | 21 |
WEALTHSOURCE PARTNERS, LLC | 11 | 10 | 0.05% | 0.49% | 1.23% | Q2 2017 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.04% | 0.24% | Q4 2014 | Q4 2019 | 21 |
Chicago Partners Investment Group LLC | 21 | 21 | 0.04% | 0.17% | 0.30% | Q3 2018 | Q3 2023 | 21 |
Eldridge Investment Advisors, Inc. | 20 | 20 | 0.22% | 0.74% | 1.28% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.36% | 3.29% | 7.96% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Family Advisors, LLC | 15 | 1 | 0.23% | 2.15% | 12.77% | Q1 2017 | Q1 2023 | 20 |
Keystone Financial Group | 20 | 20 | 0.05% | 1.35% | 9.24% | Q4 2017 | Q3 2022 | 20 |
M Holdings Securities, Inc. | 19 | 1 | 0.13% | 0.54% | 1.20% | Q4 2016 | Q1 2022 | 20 |
G&S Capital LLC | 14 | 6 | 0.00% | 3.86% | 8.48% | Q4 2017 | Q3 2023 | 20 |
Cranbrook Wealth Management, LLC | 20 | 20 | 0.07% | 0.41% | 0.74% | Q4 2018 | Q3 2023 | 20 |
Advisory Services Network, LLC | 18 | 1 | 0.00% | 0.22% | 0.78% | Q4 2014 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.01% | 0.09% | Q4 2014 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.30% | 0.76% | Q4 2017 | Q3 2022 | 20 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | 3 | 0.00% | 0.04% | 0.15% | Q1 2018 | Q3 2023 | 20 |
DFPG INVESTMENTS, LLC | 20 | 20 | 0.26% | 3.25% | 9.29% | Q4 2018 | Q3 2023 | 20 |
Tidal Investments LLC | 20 | 20 | 0.08% | 1.30% | 4.56% | Q4 2018 | Q3 2023 | 20 |
United Capital Management of KS, Inc. | 14 | 5 | 0.09% | 0.29% | 0.95% | Q4 2018 | Q3 2023 | 19 |
Harvest Investment Services, LLC | 19 | 19 | 2.80% | 7.63% | 21.64% | Q1 2019 | Q3 2023 | 19 |
Arete Wealth Advisors, LLC | 19 | 19 | 0.03% | 0.07% | 0.18% | Q4 2018 | Q2 2023 | 19 |
First Allied Advisory Services, Inc. | 19 | 19 | 0.01% | 0.39% | 1.03% | Q1 2016 | Q3 2020 | 19 |
Summit Financial Wealth Advisors, LLC | 19 | 19 | 0.18% | 4.89% | 7.83% | Q3 2018 | Q1 2023 | 19 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.02% | 0.15% | 0.95% | Q1 2017 | Q3 2023 | 19 |
Sowell Financial Services LLC | 10 | 1 | 0.00% | 0.70% | 1.70% | Q4 2016 | Q3 2023 | 19 |
1834 INVESTMENT ADVISORS CO | 19 | 19 | 0.20% | 0.81% | 1.91% | Q1 2019 | Q3 2023 | 19 |
Hochman Cole Investment Advisors, Inc. | 19 | 19 | 0.52% | 1.19% | 2.32% | Q1 2017 | Q3 2021 | 19 |
WEDBUSH SECURITIES INC | 8 | 5 | 0.01% | 0.08% | 0.57% | Q1 2018 | Q3 2023 | 19 |
Brown Advisory Securities, LLC | 11 | 8 | 0.06% | 0.11% | 0.24% | Q4 2016 | Q2 2022 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.20% | 0.43% | 0.63% | Q4 2018 | Q3 2023 | 19 |
Sound Income Strategies, LLC | 12 | 7 | 0.00% | 0.02% | 0.19% | Q2 2018 | Q3 2023 | 19 |
StoneX Group Inc. | 15 | 1 | 0.15% | 2.25% | 11.08% | Q2 2017 | Q3 2023 | 19 |
WINTRUST INVESTMENTS LLC | 14 | 5 | 0.09% | 0.53% | 1.85% | Q1 2018 | Q3 2023 | 19 |
American Financial Advisors, LLC | 13 | 5 | 0.07% | 0.36% | 1.24% | Q1 2019 | Q3 2023 | 18 |
Alpha Cubed Investments, LLC | 18 | 18 | 0.02% | 0.14% | 0.28% | Q4 2018 | Q1 2023 | 18 |
Aveo Capital Partners, LLC | 18 | 18 | 0.04% | 0.92% | 3.36% | Q2 2018 | Q3 2022 | 18 |
Moors & Cabot, Inc. | 18 | 18 | 0.03% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 18 |
AdvisorNet Financial, Inc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 12 | 6 | 0.08% | 0.21% | 0.34% | Q2 2018 | Q3 2023 | 18 |
Cutter & CO Brokerage, Inc. | 18 | 18 | 0.08% | 0.27% | 0.96% | Q4 2017 | Q1 2022 | 18 |
Kingsview Wealth Management, LLC | 12 | 6 | 0.04% | 0.29% | 0.56% | Q1 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.02% | 0.12% | 0.64% | Q2 2019 | Q3 2023 | 18 |
FIRST TRUST ADVISORS LP | 11 | 7 | 0.01% | 0.11% | 0.49% | Q1 2019 | Q3 2023 | 18 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 17 |
FIFTH THIRD BANCORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 17 |
Shilanski & Associates, Inc. | 13 | 4 | 0.32% | 2.61% | 3.72% | Q2 2019 | Q3 2023 | 17 |
Larson Financial Group LLC | 17 | 17 | 0.04% | 0.56% | 2.91% | Q3 2019 | Q3 2023 | 17 |
Archer Investment Corp | 10 | 7 | 0.04% | 0.54% | 2.78% | Q4 2018 | Q3 2023 | 17 |
HL FINANCIAL SERVICES LLC | 17 | 17 | 0.07% | 0.09% | 0.12% | Q1 2015 | Q1 2019 | 17 |
WT Wealth Management | 17 | 17 | 0.09% | 1.40% | 2.86% | Q3 2019 | Q3 2023 | 17 |
LOGAN CAPITAL MANAGEMENT INC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2022 | 17 |
Blackhawk Capital Partners LLC. | 11 | 1 | 0.05% | 1.23% | 3.03% | Q4 2017 | Q3 2023 | 17 |
TD Capital Management LLC | 17 | 17 | 0.04% | 0.54% | 2.12% | Q3 2019 | Q3 2023 | 17 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 14 | 3 | 0.03% | 0.85% | 1.44% | Q2 2019 | Q3 2023 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.06% | 0.28% | 0.51% | Q3 2019 | Q3 2023 | 17 |
Aptus Capital Advisors, LLC | 10 | 7 | 0.02% | 0.45% | 2.29% | Q1 2019 | Q3 2023 | 17 |
Titus Wealth Management | 17 | 17 | 0.19% | 0.52% | 1.53% | Q2 2018 | Q2 2022 | 17 |
SMITH, MOORE & CO. | 17 | 17 | 0.05% | 0.07% | 0.08% | Q2 2018 | Q2 2022 | 17 |
Castle Rock Wealth Management, LLC | 12 | 5 | 0.15% | 0.48% | 1.22% | Q2 2019 | Q3 2023 | 17 |
Claro Advisors LLC | 16 | 16 | 0.11% | 1.11% | 4.80% | Q4 2018 | Q3 2022 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 16 | 0.01% | 0.44% | 1.68% | Q1 2019 | Q4 2022 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Uncommon Cents Investing LLC | 16 | 16 | 0.50% | 0.71% | 1.21% | Q4 2019 | Q3 2023 | 16 |
WealthTrust Fairport, LLC | 16 | 16 | 0.04% | 0.12% | 0.21% | Q2 2015 | Q1 2019 | 16 |
CAPTRUST FINANCIAL ADVISORS | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Ascension Capital Advisors, Inc. | 16 | 16 | 0.93% | 3.55% | 11.05% | Q4 2019 | Q3 2023 | 16 |
SignalPoint Asset Management, LLC | 16 | 16 | 0.11% | 0.39% | 0.58% | Q4 2019 | Q3 2023 | 16 |
Brendel Financial Advisors LLC | 10 | 6 | 0.23% | 1.78% | 4.94% | Q4 2018 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
SeaCrest Wealth Management, LLC | 11 | 1 | 0.01% | 0.06% | 0.15% | Q2 2018 | Q3 2023 | 16 |
TOWNSQUARE CAPITAL LLC | 7 | 4 | 0.01% | 0.06% | 0.23% | Q4 2018 | Q3 2023 | 16 |
Cambridge Advisors Inc. | 16 | 16 | 0.15% | 0.29% | 0.56% | Q4 2019 | Q3 2023 | 16 |
Valmark Advisers, Inc. | 9 | 7 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Avestar Capital, LLC | 16 | 16 | 0.40% | 1.76% | 4.27% | Q4 2019 | Q3 2023 | 16 |
1776 Wealth LLC | 16 | 16 | 7.59% | 9.56% | 12.03% | Q4 2019 | Q3 2023 | 16 |
Mutual Advisors, LLC | 15 | 1 | 0.05% | 0.18% | 0.34% | Q2 2019 | Q3 2023 | 16 |
Petix & Botte Co | 12 | 3 | 2.89% | 3.39% | 4.21% | Q4 2019 | Q3 2023 | 15 |
Ford Financial Group, LLC | 15 | 15 | 0.21% | 0.50% | 0.86% | Q4 2018 | Q2 2022 | 15 |
Allworth Financial LP | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
BEAM WEALTH ADVISORS, INC. | 15 | 15 | 0.16% | 0.37% | 0.49% | Q4 2019 | Q2 2023 | 15 |
Mission Creek Capital Partners, Inc. | 15 | 15 | 0.05% | 0.10% | 0.21% | Q4 2019 | Q2 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BELLEVUE ASSET MANAGEMENT, LLC | 15 | 15 | 0.82% | 1.40% | 2.25% | Q1 2020 | Q3 2023 | 15 |
FinTrust Capital Advisors, LLC | 15 | 15 | 0.01% | 0.16% | 0.27% | Q1 2020 | Q3 2023 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 5 | 0.00% | 0.14% | 0.94% | Q2 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.12% | 0.50% | Q2 2016 | Q4 2019 | 15 |
Aprio Wealth Management, LLC | 10 | 5 | 0.33% | 1.00% | 3.81% | Q4 2019 | Q3 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 6 | 0.01% | 0.11% | 0.34% | Q3 2019 | Q3 2023 | 15 |
Sage Capital Advisors,llc | 14 | 1 | 0.13% | 0.29% | 0.36% | Q4 2019 | Q3 2023 | 15 |
LAKE STREET PRIVATE WEALTH, LLC | 7 | 3 | 0.05% | 0.70% | 2.10% | Q3 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.06% | 0.17% | 0.34% | Q1 2020 | Q3 2023 | 15 |
Financial Gravity Asset Management, Inc. | 9 | 2 | 0.00% | 0.09% | 0.32% | Q2 2018 | Q3 2023 | 15 |
BB&T SECURITIES, LLC | 15 | 15 | 0.01% | 0.19% | 0.57% | Q1 2016 | Q3 2019 | 15 |
ProVise Management Group, LLC | 12 | 3 | 0.04% | 0.08% | 0.14% | Q2 2016 | Q3 2023 | 15 |
Hilltop Holdings Inc. | 8 | 6 | 0.03% | 0.29% | 0.61% | Q1 2018 | Q3 2023 | 14 |
Sugarloaf Wealth Management, LLC | 14 | 14 | 0.03% | 0.05% | 0.11% | Q4 2019 | Q1 2023 | 14 |
Perennial Investment Advisors, LLC | 12 | 2 | 0.08% | 0.20% | 0.37% | Q4 2019 | Q3 2023 | 14 |
Ellsworth Advisors, LLC | 14 | 14 | 1.36% | 2.52% | 3.71% | Q2 2020 | Q3 2023 | 14 |
NORTHWEST WEALTH MANAGEMENT, LLC | 8 | 6 | 0.11% | 0.29% | 0.55% | Q4 2017 | Q4 2021 | 14 |
Fairhaven Wealth Management, LLC | 14 | 14 | 0.12% | 0.27% | 0.45% | Q1 2019 | Q2 2022 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.07% | 0.46% | Q1 2015 | Q2 2018 | 14 |
Clear Creek Financial Management, LLC | 6 | 3 | 0.05% | 0.88% | 2.84% | Q2 2019 | Q3 2023 | 14 |
Moloney Securities Asset Management, LLC | 8 | 1 | 0.09% | 0.25% | 0.82% | Q2 2018 | Q3 2023 | 14 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 14 |
HBK Sorce Advisory LLC | 14 | 14 | 0.03% | 0.19% | 0.49% | Q2 2020 | Q3 2023 | 14 |
Crabel Capital Management, LLC | 4 | 2 | 0.04% | 0.61% | 2.13% | Q4 2017 | Q3 2023 | 14 |
Wagner Wealth Management, LLC | 12 | 2 | 0.18% | 0.86% | 2.92% | Q2 2018 | Q3 2023 | 14 |
Integrated Wealth Concepts LLC | 11 | 3 | 0.01% | 0.08% | 0.31% | Q1 2020 | Q3 2023 | 14 |
Gray Wealth Management Inc. | 14 | 14 | 0.99% | 1.47% | 2.27% | Q2 2020 | Q3 2023 | 14 |
Acorn Wealth Advisors, LLC | 13 | 1 | 0.16% | 0.35% | 0.91% | Q4 2017 | Q3 2023 | 14 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.00% | 0.03% | 0.12% | Q1 2018 | Q3 2023 | 13 |
Milestone Advisory Partners | 12 | 1 | 0.13% | 10.26% | 26.48% | Q4 2017 | Q3 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.10% | 0.29% | 0.92% | Q3 2020 | Q3 2023 | 13 |
Front Row Advisors LLC | 13 | 13 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q3 2023 | 13 |
V Wealth Advisors LLC | 8 | 5 | 0.09% | 0.46% | 1.01% | Q1 2019 | Q2 2023 | 13 |
CALTON & ASSOCIATES, INC. | 11 | 2 | 0.11% | 0.46% | 0.60% | Q3 2019 | Q2 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.12% | 0.35% | 0.74% | Q3 2020 | Q3 2023 | 13 |
PSI Advisors, LLC | 9 | 4 | 0.00% | 0.19% | 0.73% | Q2 2020 | Q3 2023 | 13 |
Renaissance Technologies | 13 | 13 | 0.00% | 0.02% | 0.09% | Q3 2020 | Q3 2023 | 13 |
LVZ, Inc. | 6 | 1 | 0.04% | 0.17% | 0.29% | Q4 2015 | Q3 2023 | 13 |
CHIRON CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.96% | 1.30% | 1.86% | Q3 2020 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 11 | 1 | 0.01% | 0.04% | 0.07% | Q1 2018 | Q4 2021 | 13 |
Pinnacle Bancorp, Inc. | 13 | 13 | 0.03% | 0.12% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Ausdal Financial Partners, Inc. | 7 | 1 | 0.03% | 0.14% | 0.47% | Q2 2018 | Q3 2023 | 13 |
USCA RIA LLC | 11 | 2 | 0.02% | 0.18% | 0.61% | Q2 2017 | Q3 2020 | 13 |
Laurel Wealth Advisors, Inc. | 10 | 3 | 0.12% | 0.34% | 0.90% | Q2 2017 | Q4 2022 | 13 |
Stonebridge Financial Planning Group, LLC | 9 | 3 | 0.05% | 1.27% | 2.77% | Q4 2019 | Q3 2023 | 12 |
Simplicity Solutions, LLC | 11 | 1 | 0.02% | 0.18% | 0.85% | Q3 2018 | Q2 2023 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 0.13% | 0.27% | 0.80% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.63% | 1.99% | 3.56% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.11% | 0.26% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Synergy Asset Management, LLC | 12 | 12 | 1.95% | 4.38% | 7.71% | Q4 2020 | Q3 2023 | 12 |
HOEY INVESTMENTS, INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
LexAurum Advisors, LLC | 6 | 1 | 0.13% | 2.35% | 10.16% | Q2 2018 | Q3 2021 | 12 |
NewSquare Capital LLC | 12 | 12 | 0.06% | 0.34% | 1.88% | Q1 2019 | Q4 2021 | 12 |
Kinloch Capital, LLC | 12 | 12 | 2.76% | 8.52% | 17.64% | Q4 2020 | Q3 2023 | 12 |
Frontier Wealth Management LLC | 9 | 3 | 0.03% | 0.49% | 1.27% | Q3 2018 | Q2 2022 | 12 |
Clarus Wealth Advisors | 6 | 1 | 0.01% | 0.21% | 0.40% | Q2 2018 | Q1 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.39% | 0.86% | 1.46% | Q4 2020 | Q3 2023 | 12 |
ATWOOD & PALMER INC | 12 | 12 | 0.04% | 0.14% | 0.29% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.02% | 6.04% | 26.47% | Q4 2020 | Q3 2023 | 12 |
SIGNATUREFD, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 12 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.25% | 1.32% | Q4 2014 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.11% | 0.24% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Sterling Manor Financial, LLC | 12 | 12 | 0.24% | 8.74% | 32.14% | Q4 2020 | Q3 2023 | 12 |
Capital Wealth Alliance, LLC | 12 | 12 | 0.62% | 0.81% | 1.16% | Q4 2019 | Q3 2022 | 12 |
Alpha Omega Group, Inc. | 12 | 12 | 0.63% | 0.88% | 1.16% | Q4 2020 | Q3 2023 | 12 |
Strategic Blueprint, LLC | 12 | 12 | 0.04% | 0.15% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Private Portfolio Partners LLC | 12 | 12 | 0.06% | 0.26% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Walkner Condon Financial Advisors LLC | 6 | 1 | 0.05% | 0.70% | 6.68% | Q4 2019 | Q3 2023 | 12 |
Wealthstreet Investment Advisors, LLC | 12 | 12 | 0.03% | 0.16% | 1.15% | Q3 2018 | Q2 2021 | 12 |
PETERSON WEALTH MANAGEMENT | 8 | 2 | 0.82% | 3.02% | 6.26% | Q4 2019 | Q2 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.17% | 0.42% | 0.83% | Q4 2020 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10 | 1 | 0.17% | 0.45% | 0.72% | Q1 2020 | Q3 2023 | 12 |
ACG Wealth | 11 | 11 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q4 2020 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 0.40% | 0.93% | 2.41% | Q1 2021 | Q3 2023 | 11 |
Prism Advisors, Inc. | 11 | 11 | 3.31% | 4.03% | 4.80% | Q2 2018 | Q4 2020 | 11 |
Carroll Financial Associates, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
COLDSTREAM CAPITAL MANAGEMENT INC | 11 | 11 | 0.05% | 0.08% | 0.13% | Q2 2017 | Q4 2019 | 11 |
Good Life Advisors, LLC | 6 | 5 | 0.03% | 0.21% | 0.30% | Q3 2018 | Q3 2023 | 11 |
Holloway Wealth Management, LLC | 11 | 11 | 0.50% | 1.31% | 2.91% | Q3 2019 | Q1 2022 | 11 |
Golden State Wealth Management, LLC | 7 | 1 | 1.16% | 1.87% | 2.71% | Q1 2019 | Q1 2022 | 11 |
Lido Advisors, LLC | 11 | 11 | 0.04% | 0.09% | 0.20% | Q3 2017 | Q1 2020 | 11 |
Genesee Capital Advisors, LLC | 10 | 1 | 0.22% | 4.07% | 7.95% | Q4 2018 | Q3 2021 | 11 |
HOWARD WEALTH MANAGEMENT, LLC | 11 | 11 | 1.17% | 1.86% | 3.35% | Q1 2020 | Q3 2022 | 11 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 11 |
SSI INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q3 2015 | Q1 2018 | 11 |
Realta Investment Advisors | 11 | 11 | 0.06% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Rathbones Group PLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Private Advisory Group LLC | 6 | 1 | 0.08% | 0.81% | 2.18% | Q4 2018 | Q3 2023 | 11 |
Bank of New York Mellon Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 10 |
MGO ONE SEVEN LLC | 6 | 1 | 0.00% | 0.30% | 1.11% | Q4 2017 | Q3 2023 | 10 |
LEVEL FOUR ADVISORY SERVICES, LLC | 10 | 10 | 0.03% | 0.09% | 0.14% | Q1 2019 | Q2 2021 | 10 |
Orion Portfolio Solutions, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Lubar & Co., Inc | 10 | 10 | 18.88% | 42.06% | 51.26% | Q3 2018 | Q4 2020 | 10 |
Prime Capital Investment Advisors, LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 10 |
IFC Holdings Incorporated/FL | 10 | 10 | 0.03% | 0.13% | 0.19% | Q2 2015 | Q3 2017 | 10 |
Virtue Capital Management, LLC | 9 | 1 | 0.07% | 0.34% | 0.48% | Q4 2017 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Virtu KCG Holdings LLC | 9 | 1 | 0.01% | 0.09% | 0.27% | Q4 2014 | Q2 2017 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.12% | 0.72% | 1.28% | Q1 2021 | Q3 2023 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q1 2021 | 10 |
Refined Wealth Management | 10 | 10 | 0.89% | 1.17% | 1.54% | Q2 2021 | Q3 2023 | 10 |
Rehmann Capital Advisory Group | 5 | 2 | 0.00% | 0.27% | 0.83% | Q1 2018 | Q3 2023 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.08% | 0.27% | 0.60% | Q2 2021 | Q3 2023 | 10 |
CENTAURUS FINANCIAL, INC. | 4 | 1 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 10 |
Farmers & Merchants Trust Co of Long Beach | 10 | 10 | 0.14% | 0.20% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Barber Financial Group, Inc. | 10 | 10 | 0.04% | 1.17% | 3.20% | Q4 2018 | Q1 2021 | 10 |
LINCOLN NATIONAL CORP | 8 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2022 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.02% | 0.41% | 0.97% | Q4 2018 | Q3 2021 | 10 |
Compass Ion Advisors, LLC | 10 | 10 | 0.16% | 0.45% | 1.24% | Q2 2020 | Q3 2022 | 10 |
Mach-1 Financial Group, LLC | 7 | 3 | 0.01% | 0.24% | 1.03% | Q4 2020 | Q2 2023 | 10 |
Derbend Asset Management | 10 | 10 | 0.20% | 0.62% | 0.96% | Q2 2021 | Q3 2023 | 10 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.03% | 0.43% | 2.42% | Q4 2018 | Q3 2023 | 10 |
True Link Financial Advisors, LLC | 9 | 9 | 0.24% | 0.28% | 0.31% | Q3 2021 | Q3 2023 | 9 |
Grant/GrossMendelsohn, LLC | 5 | 1 | 0.28% | 1.20% | 2.11% | Q4 2020 | Q3 2023 | 9 |
Affinity Capital Advisors, LLC | 9 | 9 | 0.09% | 0.24% | 0.32% | Q2 2021 | Q2 2023 | 9 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.05% | 0.17% | Q4 2019 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 9 | 9 | 0.03% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 9 |
FURE FINANCIAL CORP | 6 | 3 | 0.00% | 1.35% | 4.01% | Q4 2019 | Q2 2022 | 9 |
BENEDICT FINANCIAL ADVISORS INC | 5 | 4 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 9 |
Edmonds Duncan Registered Investment Advisors, LLC | 5 | 4 | 0.09% | 0.25% | 0.58% | Q2 2017 | Q3 2019 | 9 |
Symphony Financial, Ltd. Co. | 9 | 9 | 0.16% | 0.57% | 0.98% | Q3 2021 | Q3 2023 | 9 |
Triumph Capital Management | 9 | 9 | 0.31% | 3.82% | 8.50% | Q3 2021 | Q3 2023 | 9 |
B. Riley Wealth Management, Inc. | 5 | 4 | 0.01% | 0.39% | 0.69% | Q4 2018 | Q2 2022 | 9 |
Crumly & Associates Inc. | 5 | 4 | 0.19% | 2.03% | 10.08% | Q4 2019 | Q1 2023 | 9 |
DEUTSCHE BANK AG\ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 9 |
Capital Market Strategies LLC | 9 | 9 | 0.47% | 0.91% | 1.66% | Q4 2021 | Q4 2023 | 9 |
Cresset Asset Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
AlphaMark Advisors, LLC | 9 | 9 | 0.02% | 0.22% | 0.57% | Q4 2018 | Q4 2020 | 9 |
EWG Elevate Inc. | 8 | 1 | 0.42% | 1.25% | 1.62% | Q2 2021 | Q3 2023 | 9 |
Cassia Capital Partners, LLC | 5 | 1 | 0.18% | 11.03% | 27.05% | Q4 2020 | Q3 2023 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2023 | 9 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 0.76% | 0.92% | 1.10% | Q4 2021 | Q3 2023 | 8 |
Capital Advisors, Ltd. LLC | 7 | 1 | 0.01% | 0.02% | 0.09% | Q2 2017 | Q2 2019 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 10.12% | 11.56% | 14.30% | Q4 2021 | Q3 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 2.73% | 6.70% | 11.21% | Q4 2021 | Q3 2023 | 8 |
Scarborough Advisors, LLC | 8 | 8 | 0.11% | 0.51% | 0.85% | Q4 2021 | Q3 2023 | 8 |
FLAGSTAR ADVISORS INC | 8 | 8 | 0.18% | 0.27% | 0.48% | Q3 2021 | Q2 2023 | 8 |
Freedom Investment Management, Inc. | 8 | 8 | 0.09% | 0.19% | 0.29% | Q1 2021 | Q4 2022 | 8 |
Concorde Asset Management, LLC | 7 | 1 | 0.13% | 0.18% | 0.29% | Q3 2018 | Q3 2021 | 8 |
Insight Inv LLC | 8 | 8 | 0.10% | 0.18% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Frisch Financial Group, Inc. | 3 | 2 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q4 2022 | 8 |
Mariner, LLC | 8 | 8 | 0.02% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Redmond Asset Management, LLC | 8 | 8 | 0.10% | 0.18% | 0.24% | Q3 2018 | Q2 2020 | 8 |
HAYS ADVISORY LLC | 6 | 1 | 0.05% | 4.99% | 8.24% | Q3 2015 | Q3 2018 | 8 |
HBW ADVISORY SERVICES LLC | 5 | 3 | 0.08% | 0.37% | 0.87% | Q4 2019 | Q2 2023 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.74% | 1.08% | 1.38% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 5 | 3 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 8 |
Belpointe Asset Management LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q2 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.16% | 0.34% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Epic Trust Investment Advisors, LLC | 8 | 8 | 0.74% | 1.27% | 2.03% | Q4 2021 | Q3 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 1.01% | 1.37% | 1.71% | Q4 2021 | Q3 2023 | 8 |
Sunbelt Securities, Inc. | 4 | 4 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Kesler, Norman & Wride, LLC | 8 | 8 | 0.13% | 0.32% | 0.98% | Q4 2020 | Q3 2022 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 4.21% | 5.07% | 6.11% | Q4 2018 | Q3 2020 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.14% | 0.69% | 2.29% | Q4 2021 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 5 | 3 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.32% | 0.37% | 0.42% | Q1 2021 | Q3 2023 | 8 |
Del-Sette Capital Management, LLC | 8 | 8 | 0.27% | 0.31% | 0.37% | Q4 2021 | Q3 2023 | 8 |
IronBridge Private Wealth, LLC | 4 | 1 | 0.00% | 7.36% | 14.77% | Q3 2021 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.19% | 0.26% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Shamrock Asset Management LLC | 7 | 7 | 0.02% | 7.18% | 15.50% | Q1 2018 | Q3 2019 | 7 |
Financial Management Professionals, Inc. | 7 | 7 | 0.02% | 0.02% | 0.04% | Q2 2018 | Q4 2019 | 7 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 7 | 7 | 0.16% | 0.54% | 1.20% | Q2 2018 | Q4 2019 | 7 |
Wealth Advisory Solutions, LLC | 5 | 2 | 0.05% | 0.14% | 0.22% | Q4 2019 | Q3 2021 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.30% | 0.48% | 0.62% | Q4 2019 | Q2 2021 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.34% | 0.56% | 0.94% | Q1 2022 | Q3 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2020 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Latitude Advisors, LLC | 7 | 7 | 0.55% | 1.28% | 2.09% | Q1 2022 | Q3 2023 | 7 |
CENTRAL TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.06% | 0.30% | 0.48% | Q4 2021 | Q3 2023 | 7 |
Mattern Wealth Management LLC | 6 | 1 | 0.19% | 0.84% | 1.34% | Q2 2020 | Q3 2023 | 7 |
STRATEGIC WEALTH MANAGEMENT INC | 7 | 7 | 2.06% | 5.58% | 9.37% | Q2 2020 | Q4 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.22% | 0.44% | 0.95% | Q1 2022 | Q3 2023 | 7 |
SteelPeak Wealth, LLC | 5 | 2 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q4 2022 | 7 |
WealthOne, LLC | 6 | 1 | 0.08% | 0.15% | 0.19% | Q4 2018 | Q3 2023 | 7 |
M&T BANK CORP | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 7 |
Tanager Wealth Management LLP | 7 | 7 | 0.81% | 1.77% | 2.57% | Q4 2021 | Q2 2023 | 7 |
AFAM CAPITAL, INC. | 5 | 2 | 0.04% | 0.24% | 0.48% | Q2 2015 | Q2 2018 | 7 |
Keystone Wealth Services, LLC | 4 | 3 | 0.10% | 0.26% | 0.55% | Q4 2021 | Q3 2023 | 7 |
Essex LLC | 7 | 7 | 0.28% | 0.35% | 0.61% | Q3 2021 | Q1 2023 | 7 |
Cherry Creek Investment Advisors, Inc. | 7 | 7 | 0.34% | 4.85% | 7.52% | Q1 2022 | Q3 2023 | 7 |
NewEdge Wealth, LLC | 7 | 7 | 0.07% | 0.14% | 0.22% | Q1 2022 | Q3 2023 | 7 |
STRATEGY ASSET MANAGERS LLC | 5 | 1 | 0.98% | 1.12% | 1.37% | Q3 2020 | Q3 2022 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 1 | 0.02% | 0.09% | 0.18% | Q1 2019 | Q3 2021 | 6 |
Foundations Investment Advisors, LLC | 6 | 6 | 0.10% | 0.36% | 0.47% | Q2 2022 | Q3 2023 | 6 |
Holistic Financial Partners | 6 | 6 | 0.46% | 0.49% | 0.56% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.03% | 0.14% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Texas Yale Capital Corp. | 6 | 6 | 0.18% | 0.33% | 0.55% | Q2 2022 | Q3 2023 | 6 |
National Wealth Management Group, LLC | 6 | 6 | 0.24% | 0.41% | 0.91% | Q4 2021 | Q1 2023 | 6 |
Horizon Investments, LLC | 6 | 6 | 0.12% | 0.57% | 1.34% | Q1 2015 | Q2 2016 | 6 |
Coastwise Capital Group, LLC | 6 | 6 | 0.25% | 0.69% | 1.46% | Q1 2022 | Q2 2023 | 6 |
WCG Wealth Advisors LLC | 6 | 6 | 0.30% | 1.34% | 2.17% | Q2 2022 | Q3 2023 | 6 |
Weitzel Financial Services, Inc. | 6 | 6 | 1.95% | 4.66% | 5.97% | Q2 2022 | Q3 2023 | 6 |
Keebeck Wealth Management, LLC | 6 | 6 | 0.59% | 0.77% | 0.90% | Q2 2022 | Q3 2023 | 6 |
Ahrens Investment Partners LLC | 3 | 3 | 0.01% | 0.19% | 0.41% | Q3 2020 | Q2 2022 | 6 |
Brookstone Capital Management | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 6 |
MONEYWISE, INC. | 3 | 1 | 0.17% | 0.40% | 0.64% | Q3 2019 | Q4 2022 | 6 |
TKG Advisors, LLC | 6 | 6 | 1.16% | 4.28% | 6.13% | Q2 2022 | Q3 2023 | 6 |
Ifrah Financial Services, Inc. | 6 | 6 | 1.34% | 1.88% | 2.14% | Q2 2022 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 1 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 6 |
CEDAR CAPITAL, LLC | 3 | 1 | 0.24% | 0.59% | 1.23% | Q4 2015 | Q1 2019 | 6 |
Donald L. Hagan, LLC | 6 | 6 | 3.49% | 5.77% | 9.11% | Q2 2018 | Q3 2019 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
BlackRock Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 6 |
INSPIRION WEALTH ADVISORS, LLC | 6 | 6 | 0.77% | 0.91% | 1.03% | Q2 2022 | Q3 2023 | 6 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 6 | 0.18% | 0.25% | 0.38% | Q2 2022 | Q3 2023 | 6 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q2 2019 | 6 |
TrueWealth Advisors, LLC | 6 | 6 | 1.41% | 2.90% | 4.96% | Q2 2022 | Q3 2023 | 6 |
Concert Wealth Management Inc. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q3 2016 | 6 |
Beirne Wealth Consulting Services, LLC | 6 | 6 | 0.44% | 2.54% | 4.12% | Q4 2018 | Q1 2020 | 6 |
TCWP LLC | 6 | 6 | 0.55% | 0.84% | 2.07% | Q4 2021 | Q1 2023 | 6 |
Raleigh Capital Management Inc. | 6 | 6 | 0.02% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
CHOREO, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
OPTIMUM INVESTMENT ADVISORS | 4 | 2 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q2 2022 | 6 |
CHILTON CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
tru Independence LLC | 3 | 1 | 0.02% | 0.32% | 0.61% | Q4 2019 | Q3 2023 | 6 |
GPS Wealth Strategies Group, LLC | 6 | 6 | 0.03% | 0.92% | 1.86% | Q2 2022 | Q3 2023 | 6 |
ShoreHaven Wealth Partners, LLC | 6 | 6 | 2.20% | 3.07% | 3.60% | Q4 2020 | Q1 2022 | 6 |
Prostatis Group LLC | 5 | 5 | 1.10% | 9.87% | 43.19% | Q2 2022 | Q2 2023 | 5 |
Faithward Advisors, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Cypress Capital, LLC | 5 | 5 | 0.00% | 0.28% | 0.43% | Q4 2018 | Q4 2019 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 5 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q1 2016 | 5 |
Independent Advisor Alliance | 5 | 5 | 0.00% | 0.40% | 0.62% | Q4 2018 | Q4 2019 | 5 |
Winslow, Evans & Crocker, Inc. | 3 | 1 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q4 2020 | 5 |
RDA Financial Network | 5 | 5 | 0.10% | 0.23% | 0.56% | Q1 2019 | Q1 2020 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 3.51% | 8.91% | 12.13% | Q4 2020 | Q3 2023 | 5 |
Capital Analysts, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.27% | 1.36% | 2.77% | Q3 2022 | Q3 2023 | 5 |
PIN OAK INVESTMENT ADVISORS INC | 3 | 1 | 0.02% | 0.06% | 0.15% | Q1 2018 | Q4 2020 | 5 |
Onyx Bridge Wealth Group LLC | 5 | 5 | 0.12% | 0.16% | 0.23% | Q3 2022 | Q3 2023 | 5 |
AMERIPRISE FINANCIAL INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
360 Financial, Inc. | 5 | 5 | 0.38% | 0.61% | 0.88% | Q3 2022 | Q3 2023 | 5 |
Spire Wealth Management | 5 | 5 | 0.07% | 0.09% | 0.11% | Q1 2021 | Q1 2022 | 5 |
One Capital Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
MANCHESTER FINANCIAL INC | 5 | 5 | 9.12% | 12.79% | 17.66% | Q3 2022 | Q3 2023 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.09% | 0.12% | 0.16% | Q1 2022 | Q1 2023 | 5 |
Atlas Private Wealth Management, LLC | 5 | 5 | 0.02% | 0.10% | 0.16% | Q4 2019 | Q4 2020 | 5 |
Stratos Wealth Advisors, LLC | 4 | 1 | 0.07% | 0.18% | 0.27% | Q4 2019 | Q3 2023 | 5 |
Patriot Financial Group Insurance Agency, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2018 | 5 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 5 | 5 | 0.22% | 1.06% | 1.95% | Q4 2020 | Q4 2021 | 5 |
FORTEM FINANCIAL GROUP, LLC | 5 | 5 | 0.14% | 1.20% | 2.95% | Q3 2022 | Q3 2023 | 5 |
EdgeRock Capital LLC | 5 | 5 | 5.80% | 7.07% | 8.19% | Q2 2022 | Q2 2023 | 5 |
CAPITAL ONE FINANCIAL CORP | 5 | 5 | 0.04% | 0.40% | 0.90% | Q1 2020 | Q1 2021 | 5 |
Capital Investment Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2019 | 5 |
AlphaStar Capital Management, LLC | 5 | 5 | 0.09% | 0.20% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.75% | 9.54% | 19.31% | Q4 2020 | Q3 2023 | 5 |
Patten Group, Inc. | 5 | 5 | 0.06% | 0.09% | 0.13% | Q2 2020 | Q2 2021 | 5 |
SII INVESTMENTS INC/WI | 5 | 5 | 0.06% | 0.11% | 0.18% | Q4 2016 | Q4 2017 | 5 |
J.W. COLE ADVISORS, INC. | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Cascadia Advisory Services, LLC | 3 | 2 | 0.07% | 0.15% | 0.24% | Q2 2020 | Q3 2021 | 5 |
Ironwood Financial, llc | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
CNB Bank | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q2 2020 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.01% | 0.20% | 0.33% | Q1 2022 | Q2 2023 | 5 |
PCG Wealth Advisors, LLC | 5 | 5 | 1.17% | 2.06% | 2.47% | Q3 2022 | Q3 2023 | 5 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 5 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2017 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 5 | 0.00% | 0.07% | 0.12% | Q4 2018 | Q4 2019 | 5 |
Visionary Asset Management, Inc. | 4 | 1 | 0.09% | 0.19% | 0.56% | Q1 2016 | Q1 2018 | 5 |
Capital Wealth Planning, LLC | 5 | 5 | 0.01% | 0.09% | 0.14% | Q3 2018 | Q3 2019 | 5 |
VisionPoint Advisory Group, LLC | 5 | 5 | 0.12% | 0.20% | 0.28% | Q1 2019 | Q1 2020 | 5 |
Catalyst Capital Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Meridian Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 5 |
ARGI Investment Services, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
55I, LLC | 5 | 5 | 0.02% | 0.09% | 0.22% | Q4 2019 | Q4 2020 | 5 |
Hayden Royal, LLC | 5 | 5 | 0.16% | 0.20% | 0.30% | Q3 2019 | Q3 2020 | 5 |
JUNCTURE WEALTH STRATEGIES, LLC | 5 | 5 | 0.17% | 0.19% | 0.21% | Q1 2022 | Q1 2023 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Core Wealth Partners LLC | 4 | 4 | 2.61% | 3.84% | 4.46% | Q4 2022 | Q3 2023 | 4 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q1 2019 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 9.53% | 10.67% | 13.12% | Q4 2022 | Q3 2023 | 4 |
NAPLES GLOBAL ADVISORS, LLC | 4 | 4 | 0.04% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Certified Advisory Corp | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Sargent Investment Group, LLC | 4 | 4 | 0.21% | 0.24% | 0.26% | Q1 2019 | Q4 2019 | 4 |
Independent Wealth Network Inc. | 4 | 4 | 0.24% | 0.56% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Adams Wealth Management | 4 | 4 | 0.13% | 2.56% | 6.94% | Q4 2019 | Q3 2020 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 4.29% | 4.63% | 5.11% | Q4 2018 | Q4 2019 | 4 |
Vestmark Advisory Solutions, Inc. | 4 | 4 | 0.04% | 0.07% | 0.11% | Q3 2022 | Q2 2023 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.07% | 0.92% | 3.18% | Q2 2022 | Q3 2023 | 4 |
WealthCare Investment Partners, LLC | 4 | 4 | 0.29% | 0.33% | 0.37% | Q2 2022 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Bullseye Investment Management, LLC | 4 | 4 | 0.22% | 4.32% | 12.85% | Q3 2022 | Q2 2023 | 4 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.45% | 1.10% | Q1 2018 | Q1 2019 | 4 |
Mainsail Financial Group, LLC | 4 | 4 | 8.99% | 10.38% | 12.33% | Q4 2022 | Q3 2023 | 4 |
Rede Wealth, LLC | 4 | 4 | 0.12% | 0.16% | 0.25% | Q3 2021 | Q2 2022 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 1.50% | 4.03% | 5.76% | Q4 2022 | Q3 2023 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.71% | 1.23% | 2.39% | Q4 2022 | Q3 2023 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2023 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.17% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
PLANNING ALTERNATIVES LTD /ADV | 4 | 4 | 8.65% | 11.59% | 12.88% | Q1 2019 | Q4 2019 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.15% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 4.45% | 5.72% | 7.16% | Q4 2022 | Q3 2023 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.58% | 0.70% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Amplius Wealth Advisors, LLC | 4 | 4 | 1.33% | 1.61% | 1.86% | Q4 2022 | Q3 2023 | 4 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q4 2021 | 4 |
Activest Wealth Management | 3 | 1 | 0.00% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 4 |
DUNCKER STREETT & CO INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PFG Advisors | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Stegent Equity Advisors, Inc. | 3 | 1 | 0.70% | 2.74% | 8.16% | Q3 2022 | Q3 2023 | 4 |
Lion Street Advisors, LLC | 1 | 1 | 0.23% | 0.26% | 0.29% | Q1 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.09% | 0.15% | Q4 2022 | Q3 2023 | 4 |
GRIMES & COMPANY, INC. | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2021 | Q3 2022 | 4 |
Weatherstone Capital Management | 4 | 4 | 0.07% | 0.19% | 0.25% | Q1 2018 | Q4 2018 | 4 |
Wealth Enhancement & Preservation of GA, LLC | 4 | 4 | 0.40% | 10.61% | 35.59% | Q4 2019 | Q3 2020 | 4 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 4 | 4 | 0.31% | 0.34% | 0.40% | Q3 2019 | Q2 2020 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.19% | 0.32% | 0.42% | Q4 2022 | Q3 2023 | 4 |
FSC Wealth Advisors, LLC | 4 | 4 | 17.19% | 23.97% | 30.20% | Q4 2022 | Q3 2023 | 4 |
WFG Advisors, LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
FormulaFolio Investments, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q4 2020 | 4 |
Altus Wealth Group LLC | 4 | 4 | 0.22% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Financial Partners Group, Inc | 4 | 4 | 0.10% | 0.12% | 0.13% | Q3 2022 | Q2 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.18% | 0.31% | 0.56% | Q4 2022 | Q3 2023 | 4 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.12% | 7.45% | 10.97% | Q4 2022 | Q3 2023 | 4 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.11% | 0.18% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Merit Financial Group, LLC | 3 | 1 | 0.06% | 0.09% | 0.11% | Q3 2019 | Q3 2023 | 4 |
Sage Advisory Services, Ltd.Co. | 4 | 4 | 0.05% | 0.55% | 1.57% | Q1 2019 | Q4 2019 | 4 |
Fort Point Capital Partners LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2021 | 4 |
EPG Wealth Management LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q1 2023 | 4 |
Advisor OS, LLC | 4 | 4 | 0.87% | 1.53% | 2.73% | Q1 2021 | Q4 2021 | 4 |
MSI Financial Services Inc | 4 | 4 | 0.04% | 0.51% | 1.87% | Q1 2016 | Q4 2016 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 3.34% | 3.77% | 4.26% | Q4 2022 | Q3 2023 | 4 |
RiverTree Advisors, LLC | 4 | 4 | 9.38% | 9.58% | 9.89% | Q4 2022 | Q3 2023 | 4 |
Legacy Capital Wealth Partners, LLC | 4 | 4 | 0.23% | 2.35% | 4.48% | Q4 2022 | Q3 2023 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 4.39% | 5.05% | 6.23% | Q4 2022 | Q3 2023 | 4 |
F-Squared Investment Management, LLC | 3 | 3 | 2.05% | 10.44% | 27.19% | Q4 2014 | Q2 2015 | 3 |
Nilsine Partners, LLC | 3 | 3 | 1.26% | 1.30% | 1.34% | Q1 2023 | Q3 2023 | 3 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 1 | 0.06% | 4.46% | 7.80% | Q4 2020 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Monument Capital Management | 3 | 3 | 0.77% | 3.17% | 7.84% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Global Assets Advisory, LLC | 3 | 3 | 0.69% | 0.74% | 0.82% | Q1 2023 | Q3 2023 | 3 |
Arden Trust Co | 3 | 3 | 0.09% | 0.13% | 0.19% | Q2 2019 | Q4 2019 | 3 |
AJ WEALTH STRATEGIES, LLC | 3 | 3 | 0.86% | 2.41% | 3.24% | Q4 2022 | Q2 2023 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Peterson Wealth Advisors, LLC | 3 | 3 | 3.46% | 3.88% | 4.43% | Q2 2018 | Q4 2018 | 3 |
Systelligence, LLC | 3 | 3 | 0.41% | 3.14% | 4.60% | Q4 2022 | Q2 2023 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
FIRETHORN WEALTH PARTNERS, LLC | 3 | 3 | 0.17% | 0.35% | 0.63% | Q3 2022 | Q1 2023 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.69% | 1.06% | Q3 2018 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q2 2022 | 3 |
BlackDiamond Wealth Management, LLC | 3 | 3 | 0.44% | 0.48% | 0.53% | Q2 2022 | Q4 2022 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 3 | 0.76% | 0.82% | 0.87% | Q4 2022 | Q2 2023 | 3 |
Ranch Capital Advisors Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.14% | 0.31% | 0.52% | Q4 2021 | Q2 2022 | 3 |
Rise Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
COLUMBIA ADVISORY PARTNERS LLC | 3 | 3 | 0.36% | 0.37% | 0.39% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q1 2023 | 3 |
Fee-Only Financial Planning, L.C. | 3 | 3 | 1.46% | 1.55% | 1.68% | Q4 2022 | Q2 2023 | 3 |
Jefferies Group LLC | 3 | 3 | 0.01% | 0.06% | 0.13% | Q4 2014 | Q2 2015 | 3 |
CHANNEL WEALTH LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q4 2023 | 3 |
Golden State Equity Partners | 3 | 3 | 0.11% | 0.29% | 0.40% | Q1 2023 | Q3 2023 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q4 2017 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.03% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.14% | 0.23% | 0.32% | Q4 2022 | Q3 2023 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 3 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
PFS Partners, LLC | 3 | 3 | 0.20% | 0.21% | 0.23% | Q1 2023 | Q3 2023 | 3 |
StrategIQ Financial Group, LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q1 2020 | Q3 2020 | 3 |
Beacon Harbor Wealth Advisors, Inc. | 2 | 1 | 2.30% | 2.34% | 2.39% | Q2 2022 | Q1 2023 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2019 | 3 |
Sanchez Wealth Management Group | 3 | 3 | 0.48% | 3.73% | 5.90% | Q3 2018 | Q1 2019 | 3 |
Authentikos Wealth Advisory, LLC | 3 | 3 | 0.31% | 0.72% | 0.95% | Q1 2023 | Q3 2023 | 3 |
Objective Capital Management, LLC | 3 | 3 | 0.55% | 0.67% | 0.75% | Q1 2023 | Q3 2023 | 3 |
Total Clarity Wealth Management, Inc. | 3 | 3 | 1.51% | 1.77% | 2.08% | Q3 2022 | Q1 2023 | 3 |
Redhawk Wealth Advisors, Inc. | 3 | 3 | 0.32% | 0.36% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2018 | 3 |
Octavia Wealth Advisors, LLC | 3 | 3 | 0.08% | 0.13% | 0.19% | Q4 2020 | Q2 2021 | 3 |
Fiduciary Alliance LLC | 3 | 3 | 0.00% | 0.75% | 1.13% | Q4 2022 | Q2 2023 | 3 |
Advisor Resource Council | 3 | 3 | 0.19% | 0.20% | 0.23% | Q3 2022 | Q1 2023 | 3 |
Delos Wealth Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 1.29% | 1.53% | 1.73% | Q1 2023 | Q3 2023 | 3 |
Fortis Group Advisors, LLC | 3 | 3 | 0.62% | 0.90% | 1.05% | Q1 2023 | Q3 2023 | 3 |
Advisory Alpha, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
MAI Capital Management | 3 | 3 | 0.11% | 0.13% | 0.16% | Q4 2020 | Q2 2021 | 3 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Paladin Advisory Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
ARS Wealth Advisors Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.24% | 1.30% | 2.37% | Q1 2019 | Q2 2019 | 2 |
True Capital Management | 2 | 2 | 0.77% | 0.83% | 0.88% | Q4 2022 | Q1 2023 | 2 |
Concord Wealth Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.16% | 0.19% | 0.21% | Q1 2020 | Q2 2020 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2020 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Beacon Financial Advisory LLC | 2 | 2 | 0.64% | 0.67% | 0.70% | Q2 2023 | Q3 2023 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2017 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.17% | 0.20% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 1.43% | 2.12% | 2.81% | Q4 2022 | Q1 2023 | 2 |
TFG Advisers LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Columbia Trust Co 01012016 | 1 | 1 | 0.10% | 0.18% | 0.27% | Q4 2022 | Q3 2023 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Naviter Wealth, LLC | 2 | 2 | 2.56% | 2.57% | 2.58% | Q2 2023 | Q3 2023 | 2 |
ALESCO ADVISORS LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2015 | Q3 2015 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.02% | 0.16% | 0.29% | Q2 2022 | Q3 2022 | 2 |
Executive Wealth Management, LLC | 1 | 1 | 0.68% | 0.76% | 0.85% | Q2 2022 | Q1 2023 | 2 |
Argentus Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 2 |
San Luis Wealth Advisors LLC | 2 | 2 | 4.00% | 5.41% | 6.82% | Q2 2023 | Q3 2023 | 2 |
Imprint Wealth LLC | 2 | 2 | 0.22% | 0.28% | 0.33% | Q2 2023 | Q3 2023 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Secure Asset Management, LLC | 2 | 2 | 1.02% | 1.02% | 1.03% | Q2 2023 | Q3 2023 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2019 | 2 |
Plan Group Financial, LLC | 1 | 1 | 0.48% | 1.08% | 1.68% | Q2 2022 | Q3 2023 | 2 |
Dunhill Financial, LLC | 2 | 2 | 2.17% | 2.26% | 2.34% | Q2 2023 | Q3 2023 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.03% | 0.10% | 0.16% | Q1 2015 | Q3 2015 | 2 |
Kessler Investment Group, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2020 | Q2 2020 | 2 |
GDS Wealth Management | 2 | 2 | 0.15% | 1.03% | 1.90% | Q3 2022 | Q4 2022 | 2 |
RELIANCE TRUST CO OF DELAWARE | 2 | 2 | 0.32% | 0.33% | 0.34% | Q4 2018 | Q1 2019 | 2 |
Stadion Money Management, LLC | 1 | 1 | 0.60% | 0.71% | 0.81% | Q1 2018 | Q3 2020 | 2 |
Darwin Wealth Management, LLC | 1 | 1 | 0.04% | 0.28% | 0.51% | Q1 2020 | Q4 2020 | 2 |
Legend Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q1 2023 | 2 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.24% | 0.32% | 0.41% | Q2 2023 | Q3 2023 | 2 |
Crescent Grove Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Owen LaRue, LLC | 2 | 2 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q1 2023 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
BOKF, NA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Planning Solutions Group LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q1 2019 | Q2 2019 | 2 |
TOTAL INVESTMENT MANAGEMENT INC | 2 | 2 | 0.13% | 0.17% | 0.22% | Q4 2018 | Q1 2019 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
KEB ASSET MANAGEMENT, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q1 2023 | 2 |
Premia Global Advisors, LLC | 1 | 1 | 0.12% | 0.15% | 0.18% | Q2 2018 | Q1 2019 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 7.04% | 13.17% | 19.31% | Q4 2022 | Q1 2023 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 3.26% | 3.49% | 3.72% | Q2 2023 | Q3 2023 | 2 |
DHK Financial Advisors, Inc. | 2 | 2 | 1.03% | 1.05% | 1.08% | Q2 2023 | Q3 2023 | 2 |
WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.83% | 0.88% | 0.94% | Q4 2016 | Q1 2017 | 2 |
QP WEALTH MANAGEMENT, LLC | 2 | 2 | 0.34% | 0.38% | 0.41% | Q2 2023 | Q3 2023 | 2 |
Westside Investment Management, Inc. | 2 | 2 | 0.26% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Betterment LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kure Advisory, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Pitti Group Wealth Management, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2021 | Q4 2021 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2022 | Q4 2022 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Dean, Jacobson Financial Services, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 10.77% | 10.77% | 10.77% | Q4 2022 | Q4 2022 | 1 |
FolioMetrix LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2015 | Q2 2015 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q4 2018 | Q4 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 2.09% | 2.09% | 2.09% | Q3 2022 | Q3 2022 | 1 |
CITY HOLDING CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Purus Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Astor Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Cooper Financial Group | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IRON Financial LLC | 1 | 1 | 5.59% | 5.59% | 5.59% | Q4 2019 | Q4 2019 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2023 | Q2 2023 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Cerity Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
TITLEIST ASSET MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2022 | Q3 2022 | 1 |
Pasadena Private Wealth, LLC | 1 | 1 | 2.47% | 2.47% | 2.47% | Q4 2018 | Q4 2018 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
INNEALTA CAPITAL, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Clarity Financial LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Gallagher Fiduciary Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2022 | Q1 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Paragon Advisors, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
Kore Private Wealth LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q3 2022 | Q3 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Adams Asset Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Madison Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
CADENCE BANK NA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ENCOMPASS WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Valtinson Bruner Financial Planning LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Friedenthal Financial | 1 | 1 | 6.58% | 6.58% | 6.58% | Q4 2018 | Q4 2018 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Mendel Money Management | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2019 | Q2 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2019 | Q4 2019 | 1 |
BSW Wealth Partners | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Americana Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Key FInancial Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2019 | Q4 2019 | 1 |
IBERIABANK CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2019 | Q1 2019 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GERMAN AMERICAN BANCORP, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2022 | Q3 2022 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Ascension Asset Management LLC | 1 | 1 | 2.84% | 2.84% | 2.84% | Q4 2020 | Q4 2020 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 4.65% | 4.65% | 4.65% | Q4 2019 | Q4 2019 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2022 | Q2 2022 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2023 | Q2 2023 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 33.30% | 33.30% | 33.30% | Q2 2023 | Q2 2023 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BBVA USA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Williams Financial, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2021 | Q1 2021 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2016 | Q2 2016 | 1 |
F3Logic, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 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.