Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 13 | 13 | 0.00% | 0.05% | 0.18% | Q3 2020 | Q3 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.01% | 0.10% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 13 | 13 | 0.06% | 0.23% | 0.44% | Q3 2020 | Q3 2023 | 13 |
Cambridge Investment Research Advisors, Inc. | 13 | 13 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.00% | 0.06% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Truadvice, LLC | 13 | 13 | 0.74% | 1.71% | 3.23% | Q3 2020 | Q3 2023 | 13 |
Cetera Advisor Networks LLC | 12 | 12 | 0.01% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Private Advisory Group LLC | 12 | 12 | 0.06% | 0.45% | 1.21% | Q4 2020 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 12 | 12 | 0.73% | 2.00% | 3.19% | Q4 2020 | Q3 2023 | 12 |
Stratos Wealth Advisors, LLC | 12 | 12 | 0.03% | 0.13% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 12 | 12 | 0.02% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Clarus Group, Inc. | 12 | 12 | 1.34% | 5.70% | 7.74% | Q4 2020 | Q3 2023 | 12 |
OneDigital Investment Advisors LLC | 12 | 12 | 0.02% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisors LLC | 12 | 12 | 0.05% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Janney Montgomery Scott LLC | 11 | 11 | 0.00% | 0.04% | 0.14% | Q1 2021 | Q3 2023 | 11 |
HighTower Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
IFP Advisors, Inc | 11 | 11 | 0.00% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Patriot Financial Group Insurance Agency, LLC | 11 | 11 | 0.04% | 0.44% | 2.07% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.10% | 0.33% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 11 | 11 | 0.02% | 0.12% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.15% | 0.30% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Ascension Capital Advisors, Inc. | 11 | 11 | 0.66% | 1.32% | 4.96% | Q1 2021 | Q3 2023 | 11 |
LINCOLN NATIONAL CORP | 9 | 1 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q1 2023 | 10 |
Triton Wealth Management, PLLC | 10 | 10 | 1.95% | 2.89% | 4.47% | Q2 2021 | Q3 2023 | 10 |
CENTAURUS FINANCIAL, INC. | 10 | 10 | 0.02% | 0.27% | 0.58% | Q2 2021 | Q3 2023 | 10 |
Strategic Blueprint, LLC | 10 | 10 | 0.01% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Vista Private Wealth Partners. LLC | 10 | 10 | 0.33% | 1.67% | 2.55% | Q2 2021 | Q3 2023 | 10 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10 | 10 | 0.02% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.06% | 0.46% | 0.76% | Q1 2021 | Q3 2023 | 10 |
Capital Analysts, LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Kingsview Wealth Management, LLC | 6 | 4 | 0.15% | 0.18% | 0.22% | Q1 2021 | Q3 2023 | 10 |
Sigma Planning Corp | 10 | 10 | 0.03% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
American Portfolios Advisors | 9 | 9 | 0.01% | 0.11% | 0.32% | Q3 2020 | Q3 2022 | 9 |
Clear Creek Financial Management, LLC | 9 | 9 | 0.10% | 0.19% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Tradition Wealth Management, LLC | 9 | 9 | 0.08% | 2.57% | 3.36% | Q3 2021 | Q3 2023 | 9 |
MML INVESTORS SERVICES, LLC | 9 | 9 | 0.01% | 0.07% | 0.18% | Q3 2021 | Q3 2023 | 9 |
HBK Sorce Advisory LLC | 5 | 4 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
OLD MISSION CAPITAL LLC | 7 | 2 | 0.01% | 0.04% | 0.09% | Q1 2021 | Q2 2023 | 9 |
Kovack Advisors, Inc. | 9 | 9 | 0.15% | 0.22% | 0.43% | Q3 2021 | Q3 2023 | 9 |
Mutual Advisors, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Meridian Wealth Management, LLC | 9 | 9 | 0.07% | 0.24% | 0.43% | Q3 2021 | Q3 2023 | 9 |
Capital Asset Advisory Services LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
First Heartland Consultants, Inc. | 9 | 9 | 0.03% | 0.20% | 0.36% | Q3 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 8 | 0.11% | 0.48% | 1.04% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.11% | 0.25% | 0.39% | Q4 2021 | Q3 2023 | 8 |
BOKF, NA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Claro Advisors LLC | 8 | 8 | 0.12% | 0.17% | 0.23% | Q4 2021 | Q3 2023 | 8 |
WEDBUSH SECURITIES INC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Brookstone Capital Management | 5 | 3 | 0.00% | 0.05% | 0.16% | Q3 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.82% | 1.49% | 2.26% | Q4 2021 | Q3 2023 | 8 |
Cambridge Advisors Inc. | 8 | 8 | 0.06% | 0.23% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Key FInancial Inc | 8 | 8 | 0.26% | 1.18% | 2.23% | Q4 2021 | Q3 2023 | 8 |
WealthPLAN Partners, LLC | 5 | 3 | 1.57% | 1.84% | 2.44% | Q3 2021 | Q4 2023 | 8 |
Masso Torrence Wealth Management Inc. | 8 | 8 | 0.16% | 2.00% | 3.82% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
LPL Financial LLC | 8 | 8 | 0.00% | 0.04% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Archer Investment Corp | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Financial Advocates Investment Management | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
WELLS FARGO & COMPANY/MN | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Castle Rock Wealth Management, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Integrated Advisors Network LLC | 8 | 8 | 0.02% | 0.13% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Stonebridge Capital Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 7 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.23% | 0.32% | 0.38% | Q1 2022 | Q3 2023 | 7 |
Sweet Financial Partners, LLC | 7 | 7 | 0.10% | 2.84% | 3.39% | Q1 2022 | Q3 2023 | 7 |
Madrona Financial Services, LLC | 7 | 7 | 1.03% | 1.31% | 1.45% | Q1 2022 | Q3 2023 | 7 |
Western Wealth Management, LLC | 7 | 7 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.10% | 0.47% | 0.83% | Q1 2022 | Q3 2023 | 7 |
Jaffetilchin Investment Partners, LLC | 7 | 7 | 0.03% | 0.07% | 0.14% | Q1 2022 | Q3 2023 | 7 |
LexAurum Advisors, LLC | 7 | 7 | 0.12% | 0.56% | 1.46% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Concepts LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 7 |
Private Advisor Group, LLC | 5 | 2 | 0.01% | 0.03% | 0.11% | Q4 2021 | Q3 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 1.65% | 1.89% | 2.44% | Q1 2022 | Q4 2023 | 7 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 7 | 0.23% | 0.27% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Trail Ridge Investment Advisors, LLC | 7 | 7 | 0.24% | 1.62% | 2.20% | Q1 2022 | Q3 2023 | 7 |
NorthRock Partners, LLC | 7 | 7 | 0.66% | 0.75% | 0.84% | Q1 2022 | Q3 2023 | 7 |
Simplicity Solutions, LLC | 6 | 6 | 0.06% | 0.18% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Alliance Wealth Advisors, LLC | 6 | 6 | 1.08% | 1.15% | 1.21% | Q2 2022 | Q3 2023 | 6 |
MORGAN STANLEY | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.26% | 0.71% | Q1 2022 | Q3 2023 | 6 |
FDx Advisors, Inc. | 6 | 6 | 0.36% | 0.55% | 0.94% | Q2 2022 | Q3 2023 | 6 |
Quantitative Advantage, LLC | 6 | 6 | 0.31% | 0.35% | 0.40% | Q4 2021 | Q1 2023 | 6 |
Snowden Capital Advisors LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
DHJJ Financial Advisors, Ltd. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 6 |
TOWNSQUARE CAPITAL LLC | 6 | 6 | 0.16% | 0.25% | 0.28% | Q2 2022 | Q3 2023 | 6 |
HBW ADVISORY SERVICES LLC | 5 | 1 | 0.07% | 0.23% | 0.35% | Q1 2022 | Q3 2023 | 6 |
Ausdal Financial Partners, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
BENJAMIN EDWARDS INC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
McKinley Carter Wealth Services, Inc. | 6 | 6 | 0.02% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.02% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Frontier Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
STEPHENS INC /AR/ | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 5 | 0.02% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Regal Investment Advisors LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
ROYAL BANK OF CANADA | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Arlington Capital Management, Inc. | 5 | 5 | 1.26% | 1.84% | 2.28% | Q4 2020 | Q4 2021 | 5 |
Echo Wealth Management, LLC | 3 | 1 | 0.26% | 0.40% | 0.81% | Q1 2021 | Q3 2023 | 5 |
Holistic Financial Partners | 5 | 5 | 0.19% | 0.71% | 1.01% | Q4 2020 | Q4 2021 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Financial Partners Group, Inc | 5 | 5 | 0.13% | 1.05% | 1.82% | Q3 2021 | Q3 2022 | 5 |
Asset Dedication, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Steward Partners Investment Advisory, LLC | 5 | 5 | 0.00% | 0.04% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Capital Investment Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Acorn Wealth Advisors, LLC | 4 | 1 | 0.16% | 0.18% | 0.21% | Q1 2022 | Q2 2023 | 5 |
Pitti Group Wealth Management, LLC | 5 | 5 | 5.22% | 6.32% | 7.90% | Q3 2022 | Q3 2023 | 5 |
StoneX Group Inc. | 3 | 1 | 0.21% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 4 |
Advisory Services Network, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tower Wealth Partners, Inc. | 4 | 4 | 6.23% | 6.47% | 6.65% | Q4 2022 | Q3 2023 | 4 |
GW HENSSLER & ASSOCIATES LTD | 4 | 4 | 3.35% | 3.46% | 3.52% | Q3 2021 | Q2 2022 | 4 |
USAdvisors Wealth Management, LLC | 4 | 4 | 1.19% | 1.25% | 1.30% | Q4 2022 | Q3 2023 | 4 |
Davidson Capital Management Inc. | 4 | 4 | 0.03% | 0.54% | 0.74% | Q1 2022 | Q4 2022 | 4 |
Cooper Financial Group | 4 | 4 | 0.07% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
RiverTree Advisors, LLC | 4 | 4 | 2.79% | 3.65% | 4.62% | Q4 2022 | Q3 2023 | 4 |
CWM, LLC | 4 | 4 | 0.04% | 0.10% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Prime Capital Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Strategic Asset Management, LLC | 4 | 4 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q3 2022 | 4 |
Navalign, LLC | 4 | 4 | 0.64% | 0.81% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Global Retirement Partners, LLC | 2 | 2 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
AIFG Consultants Ltd. | 4 | 4 | 1.58% | 2.56% | 3.48% | Q4 2022 | Q3 2023 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.18% | 0.24% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Spire Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
TFB Advisors LLC | 4 | 4 | 0.17% | 0.98% | 2.57% | Q4 2022 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.86% | 1.35% | 2.38% | Q4 2022 | Q3 2023 | 4 |
Drake & Associates, LLC | 4 | 4 | 3.20% | 3.44% | 3.67% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Aptus Capital Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Harvest Investment Services, LLC | 4 | 4 | 0.22% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Prospera Financial Services Inc | 2 | 2 | 0.01% | 0.07% | 0.24% | Q1 2022 | Q3 2023 | 4 |
RDA Financial Network | 4 | 4 | 0.56% | 0.57% | 0.60% | Q4 2022 | Q3 2023 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.00% | 2.28% | 9.09% | Q4 2021 | Q3 2022 | 4 |
OPPENHEIMER & CO INC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 4 |
UBS Group AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 3 |
MANCHESTER FINANCIAL INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.04% | 0.15% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Beacon Financial Advisory LLC | 3 | 3 | 0.13% | 0.34% | 0.60% | Q1 2023 | Q3 2023 | 3 |
CULLEN/FROST BANKERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ROVIN CAPITAL /UT/ /ADV | 3 | 3 | 0.14% | 0.19% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.58% | 0.62% | 0.67% | Q1 2023 | Q3 2023 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.23% | 0.30% | 0.40% | Q1 2023 | Q3 2023 | 3 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
COLUMBIA ADVISORY PARTNERS LLC | 3 | 3 | 6.72% | 9.05% | 11.62% | Q1 2023 | Q3 2023 | 3 |
Lion Street Advisors, LLC | 1 | 1 | 0.26% | 0.29% | 0.30% | Q3 2022 | Q3 2023 | 3 |
L.M. KOHN & COMPANY | 3 | 3 | 0.29% | 0.32% | 0.38% | Q1 2023 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Altman Advisors, Inc. | 3 | 3 | 0.13% | 0.14% | 0.16% | Q2 2021 | Q4 2021 | 3 |
EdgeRock Capital LLC | 3 | 3 | 0.25% | 0.28% | 0.30% | Q4 2022 | Q2 2023 | 3 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
SimpliFi, Inc. | 3 | 3 | 4.79% | 4.88% | 4.99% | Q1 2023 | Q3 2023 | 3 |
JANE STREET GROUP, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Pallas Capital Advisors LLC | 2 | 1 | 0.03% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.01% | 0.04% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Atria Investments, Inc | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.10% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Valtinson Bruner Financial Planning LLC | 2 | 2 | 1.86% | 2.07% | 2.28% | Q2 2023 | Q3 2023 | 2 |
MRA Advisory Group | 2 | 2 | 0.37% | 0.61% | 0.84% | Q2 2023 | Q3 2023 | 2 |
SageGuard Financial Group, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q2 2021 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.12% | 0.60% | 1.08% | Q2 2023 | Q3 2023 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BlackDiamond Wealth Management, LLC | 2 | 2 | 1.93% | 2.15% | 2.37% | Q4 2021 | Q1 2022 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Sanctuary Wealth Management, L.L.C. | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Purus Wealth Management, LLC | 2 | 2 | 3.48% | 3.52% | 3.55% | Q2 2023 | Q3 2023 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Bigelow Investment Advisors, LLC | 2 | 2 | 0.59% | 0.66% | 0.73% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 1.03% | 1.16% | 1.28% | Q2 2022 | Q3 2022 | 2 |
National Wealth Management Group, LLC | 2 | 2 | 1.08% | 1.35% | 1.62% | Q4 2021 | Q1 2022 | 2 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.10% | 0.22% | 0.35% | Q2 2023 | Q3 2023 | 2 |
DCM Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Quad-Cities Investment Group, LLC | 1 | 1 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.69% | 0.73% | 0.78% | Q1 2022 | Q2 2022 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.52% | 0.55% | 0.59% | Q2 2023 | Q3 2023 | 2 |
FLAGSTAR ADVISORS INC | 2 | 2 | 0.09% | 0.25% | 0.41% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Good Life Advisors, LLC | 2 | 2 | 2.32% | 2.35% | 2.38% | Q2 2023 | Q3 2023 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.04% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 6.03% | 6.79% | 7.55% | Q2 2023 | Q3 2023 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Kraft, Davis & Associates, LLC | 2 | 2 | 0.13% | 0.51% | 0.89% | Q2 2023 | Q3 2023 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Triumph Capital Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Prostatis Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ergawealth Advisors, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FOCUS Wealth Advisors, LLC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q3 2023 | Q3 2023 | 1 |
Kure Advisory, LLC | 1 | 1 | 4.17% | 4.17% | 4.17% | Q3 2023 | Q3 2023 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Family Capital Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Schubert & Co | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
MAI Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2021 | Q4 2021 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BKA Wealth Consulting, Inc. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2022 | Q1 2022 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2023 | Q2 2023 | 1 |
Wealth Alliance Advisory Group, LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
True Capital Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 4.83% | 4.83% | 4.83% | Q3 2023 | Q3 2023 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 2.91% | 2.91% | 2.91% | Q3 2023 | Q3 2023 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2023 | Q3 2023 | 1 |
Octavia Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q3 2023 | Q3 2023 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2023 | Q3 2023 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 4.04% | 4.04% | 4.04% | Q3 2023 | Q3 2023 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own FIRST TR EXCHNG TRADED FD VI or have owned FIRST TR EXCHNG TRADED FD VI in the past.