Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Capital Investment Advisory Services, LLC | 11 | 11 | 0.00% | 0.03% | 0.15% | Q1 2021 | Q3 2023 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
RAYMOND JAMES & ASSOCIATES | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Raymond James Financial Services Advisors, Inc. | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
LPL Financial LLC | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
ROYAL BANK OF CANADA | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Stratos Wealth Advisors, LLC | 11 | 11 | 0.07% | 0.14% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
WELLS FARGO & COMPANY/MN | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
IFP Advisors, Inc | 11 | 11 | 0.04% | 0.09% | 0.13% | Q1 2021 | Q3 2023 | 11 |
UBS Group AG | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
SeaCrest Wealth Management, LLC | 11 | 11 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Princeton Global Asset Management LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Solitude Financial Services | 11 | 11 | 5.27% | 5.76% | 6.52% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisors LLC | 11 | 11 | 0.05% | 0.08% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Alpha Omega Group, Inc. | 10 | 10 | 8.20% | 11.46% | 14.86% | Q2 2021 | Q3 2023 | 10 |
Raab & Moskowitz Asset Management LLC | 10 | 10 | 0.12% | 0.44% | 0.78% | Q2 2021 | Q3 2023 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.05% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Cetera Advisor Networks LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Steward Partners Investment Advisory, LLC | 10 | 10 | 0.03% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.17% | 0.27% | 0.35% | Q2 2021 | Q3 2023 | 10 |
Avior Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
WEDBUSH SECURITIES INC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
TUCKER ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Kingsview Wealth Management, LLC | 6 | 4 | 0.11% | 0.14% | 0.17% | Q1 2021 | Q3 2023 | 10 |
HighTower Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Valtinson Bruner Financial Planning LLC | 10 | 10 | 0.83% | 0.92% | 0.97% | Q2 2021 | Q3 2023 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Stratos Wealth Partners, LTD. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 10 |
AE Wealth Management LLC | 10 | 10 | 0.00% | 0.06% | 0.13% | Q2 2021 | Q3 2023 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 10 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BENJAMIN EDWARDS INC | 10 | 10 | 0.01% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 10 | 10 | 0.17% | 0.24% | 0.29% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Centennial Wealth Advisory LLC | 9 | 9 | 0.25% | 0.29% | 0.34% | Q3 2021 | Q3 2023 | 9 |
Virtue Capital Management, LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Cetera Investment Advisers | 9 | 9 | 0.01% | 0.02% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.02% | 0.06% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Sigma Planning Corp | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
1776 Wealth LLC | 9 | 9 | 0.14% | 0.39% | 0.52% | Q3 2021 | Q3 2023 | 9 |
Cornerstone Wealth Management, LLC | 6 | 3 | 0.22% | 0.26% | 0.29% | Q2 2021 | Q3 2023 | 9 |
Altman Advisors, Inc. | 9 | 9 | 7.21% | 8.17% | 9.78% | Q1 2021 | Q1 2023 | 9 |
Janney Montgomery Scott LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.31% | 0.35% | 0.40% | Q4 2021 | Q3 2023 | 8 |
MML INVESTORS SERVICES, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Western Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.19% | 0.81% | 1.29% | Q4 2021 | Q3 2023 | 8 |
Total Clarity Wealth Management, Inc. | 6 | 2 | 0.01% | 0.14% | 0.27% | Q3 2021 | Q3 2023 | 8 |
PSI Advisors, LLC | 8 | 8 | 0.01% | 0.06% | 0.25% | Q4 2021 | Q3 2023 | 8 |
STIFEL FINANCIAL CORP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Jaffetilchin Investment Partners, LLC | 8 | 8 | 0.06% | 0.14% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Private Advisor Group, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TOTH FINANCIAL ADVISORY CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Snowden Capital Advisors LLC | 8 | 8 | 0.01% | 0.05% | 0.12% | Q4 2021 | Q3 2023 | 8 |
COLUMBIA ADVISORY PARTNERS LLC | 8 | 8 | 0.24% | 0.28% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Clear Creek Financial Management, LLC | 8 | 8 | 0.07% | 0.14% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Mutual Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
MTM Investment Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Bensler, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Private Advisory Group LLC | 7 | 7 | 0.70% | 0.95% | 1.43% | Q1 2022 | Q3 2023 | 7 |
StoneX Group Inc. | 4 | 3 | 0.10% | 0.38% | 0.59% | Q1 2021 | Q3 2023 | 7 |
MORGAN STANLEY | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.14% | 0.28% | 0.47% | Q1 2021 | Q3 2023 | 7 |
B. Riley Wealth Advisors, Inc. | 5 | 2 | 0.01% | 0.03% | 0.17% | Q4 2021 | Q3 2023 | 7 |
Harvest Investment Services, LLC | 7 | 7 | 0.14% | 0.25% | 0.36% | Q4 2021 | Q2 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.05% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Bryn Mawr Capital Management, LLC | 7 | 7 | 0.02% | 0.11% | 0.24% | Q1 2022 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.09% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 7 |
PFS Partners, LLC | 7 | 7 | 3.10% | 3.84% | 4.50% | Q1 2022 | Q3 2023 | 7 |
BKA Wealth Consulting, Inc. | 7 | 7 | 4.31% | 9.31% | 11.88% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Venturi Wealth Management, LLC | 4 | 3 | 0.00% | 0.05% | 0.13% | Q1 2021 | Q3 2023 | 7 |
Hudock, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Baker Avenue Asset Management, LP | 6 | 6 | 0.12% | 0.23% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2023 | 6 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 6 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Ignite Planners, LLC | 6 | 6 | 0.08% | 0.15% | 0.19% | Q4 2021 | Q1 2023 | 6 |
Aurora Private Wealth, Inc. | 6 | 6 | 0.11% | 0.24% | 0.34% | Q2 2022 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.45% | 0.46% | 0.46% | Q3 2022 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Realta Investment Advisors | 5 | 5 | 0.03% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
PRIVATE TRUST CO NA | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
B. Riley Wealth Management, Inc. | 5 | 5 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 5 |
HighTower Trust Company, N.A. | 3 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2023 | 5 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 4 | 1 | 0.02% | 0.13% | 0.28% | Q4 2021 | Q3 2023 | 5 |
TRUIST FINANCIAL CORP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.03% | 0.06% | 0.11% | Q4 2022 | Q3 2023 | 4 |
WEALTH ADVISORS, INC. | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
BOS Asset Management, LLC | 4 | 4 | 1.04% | 1.17% | 1.28% | Q4 2022 | Q3 2023 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Brookstone Capital Management | 4 | 4 | 0.35% | 0.36% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Creative Planning | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 1.27% | 1.76% | 3.07% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
OPPENHEIMER & CO INC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Wealth Enhancement & Preservation of GA, LLC | 3 | 3 | 0.31% | 0.94% | 2.11% | Q1 2022 | Q3 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Herold Advisors, Inc. | 2 | 1 | 0.02% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Sowell Financial Services LLC | 2 | 1 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 1.12% | 1.22% | 1.32% | Q1 2023 | Q3 2023 | 3 |
Newport Wealth Strategies, Inc. | 3 | 3 | 0.92% | 1.50% | 1.82% | Q1 2021 | Q3 2021 | 3 |
WOLVERINE TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Brouwer & Janachowski, LLC | 3 | 3 | 0.22% | 0.27% | 0.30% | Q1 2021 | Q3 2021 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
PURSUE WEALTH PARTNERS LLC | 3 | 3 | 0.17% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Lloyd Advisory Services, LLC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Precision Wealth Strategies, LLC | 3 | 3 | 0.79% | 2.28% | 3.25% | Q1 2021 | Q3 2021 | 3 |
OneAscent Wealth Management LLC | 3 | 3 | 0.19% | 0.29% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.31% | 0.50% | Q4 2021 | Q3 2023 | 3 |
Qube Research & Technologies Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.47% | 0.59% | 0.77% | Q1 2023 | Q3 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.32% | 0.36% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Masso Torrence Wealth Management Inc. | 3 | 3 | 0.24% | 0.25% | 0.25% | Q4 2021 | Q2 2022 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ADIRONDACK TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Good Life Advisors, LLC | 1 | 1 | 0.03% | 0.41% | 0.78% | Q4 2022 | Q3 2023 | 2 |
Tidal Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
TFB Advisors LLC | 2 | 2 | 0.20% | 0.36% | 0.51% | Q2 2023 | Q3 2023 | 2 |
Concorde Asset Management, LLC | 1 | 1 | 1.19% | 1.72% | 2.25% | Q3 2022 | Q3 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Elevated Capital Advisors, LLC | 2 | 2 | 0.77% | 1.12% | 1.46% | Q2 2023 | Q3 2023 | 2 |
Tower Research Capital LLC (TRC) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
RFG Advisory, LLC | 2 | 2 | 0.04% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.28% | 0.33% | 0.38% | Q3 2022 | Q4 2022 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q1 2023 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TrueWealth Advisors, LLC | 2 | 2 | 0.09% | 0.33% | 0.57% | Q2 2023 | Q3 2023 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.63% | 1.05% | 1.47% | Q2 2023 | Q3 2023 | 2 |
Cooper Financial Group | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2022 | Q3 2022 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2023 | 2 |
True Capital Management | 2 | 2 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.18% | 0.25% | 0.31% | Q4 2022 | Q1 2023 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Avory & Company, LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q1 2022 | Q2 2022 | 2 |
NBC SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Chronos Wealth Management, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RiverTree Advisors, LLC | 1 | 1 | 4.88% | 4.88% | 4.88% | Q3 2023 | Q3 2023 | 1 |
Doman Group, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2023 | Q3 2023 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Schubert & Co | 1 | 1 | 1.53% | 1.53% | 1.53% | Q3 2023 | Q3 2023 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
NCM Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Kure Advisory, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2023 | Q3 2023 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Ergawealth Advisors, Inc. | 1 | 1 | 1.99% | 1.99% | 1.99% | Q3 2023 | Q3 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 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.