Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 15 | 15 | 0.00% | 0.03% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Atria Investments, Inc | 15 | 15 | 0.02% | 0.06% | 0.34% | Q1 2020 | Q3 2023 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 15 | 15 | 0.01% | 0.05% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisors LLC | 15 | 15 | 0.02% | 0.12% | 0.29% | Q1 2020 | Q3 2023 | 15 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 15 | 15 | 0.02% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 15 |
WEDBUSH SECURITIES INC | 15 | 15 | 0.03% | 0.09% | 0.28% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.11% | Q1 2020 | Q3 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.03% | 0.06% | 0.16% | Q1 2020 | Q3 2023 | 15 |
OneDigital Investment Advisors LLC | 15 | 15 | 0.02% | 0.07% | 0.28% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 15 | 15 | 0.01% | 0.03% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Cambridge Investment Research Advisors, Inc. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Capital Asset Advisory Services LLC | 15 | 15 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Gradient Investments LLC | 15 | 15 | 0.00% | 0.13% | 1.84% | Q1 2020 | Q3 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
MML INVESTORS SERVICES, LLC | 11 | 3 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Integrated Advisors Network LLC | 14 | 14 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Csenge Advisory Group | 14 | 14 | 0.06% | 0.12% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Columbus Macro, LLC | 13 | 13 | 0.17% | 0.31% | 0.38% | Q3 2020 | Q3 2023 | 13 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 13 | 13 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q1 2023 | 13 |
Walkner Condon Financial Advisors LLC | 7 | 6 | 0.13% | 2.62% | 9.65% | Q1 2020 | Q3 2023 | 13 |
MORGAN STANLEY | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 13 | 13 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
HighTower Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Clear Creek Financial Management, LLC | 12 | 1 | 0.09% | 0.80% | 3.24% | Q1 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Sigma Planning Corp | 13 | 13 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.19% | 0.45% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Cambridge Advisors Inc. | 12 | 12 | 0.07% | 0.22% | 0.51% | Q1 2020 | Q4 2022 | 12 |
First Heartland Consultants, Inc. | 6 | 2 | 0.01% | 0.21% | 1.29% | Q1 2020 | Q3 2023 | 12 |
Camelot Portfolios, LLC | 12 | 12 | 0.61% | 1.14% | 2.14% | Q4 2020 | Q3 2023 | 12 |
OLD MISSION CAPITAL LLC | 9 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 11 |
DHJJ Financial Advisors, Ltd. | 10 | 1 | 0.09% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 11 | 0.01% | 0.12% | 0.24% | Q2 2020 | Q4 2022 | 11 |
1ST SOURCE BANK | 11 | 11 | 0.07% | 0.09% | 0.11% | Q1 2021 | Q3 2023 | 11 |
WealthPLAN Partners, LLC | 8 | 3 | 0.02% | 0.76% | 1.73% | Q2 2020 | Q2 2023 | 11 |
American Portfolios Advisors | 11 | 11 | 2.16% | 2.85% | 3.91% | Q1 2020 | Q3 2022 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Oder Investment Management, LLC | 6 | 5 | 0.50% | 0.64% | 0.77% | Q4 2020 | Q3 2023 | 11 |
Regal Investment Advisors LLC | 10 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 11 |
ASSET MANAGEMENT CORP /IL/ /ADV | 6 | 5 | 0.21% | 1.04% | 1.90% | Q2 2020 | Q1 2023 | 11 |
BECK CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.19% | 0.27% | 0.53% | Q1 2020 | Q3 2022 | 11 |
UBS Group AG | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.12% | 0.19% | 0.24% | Q1 2021 | Q3 2023 | 10 |
IFP Advisors, Inc | 6 | 4 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q4 2022 | 10 |
Spire Wealth Management | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Legacy Private Trust Co. | 9 | 9 | 0.06% | 0.38% | 0.60% | Q1 2020 | Q1 2022 | 9 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.06% | 0.28% | Q2 2021 | Q3 2023 | 9 |
Foundations Investment Advisors, LLC | 9 | 9 | 0.03% | 0.07% | 0.17% | Q2 2020 | Q2 2022 | 9 |
Virtue Capital Management, LLC | 9 | 9 | 0.07% | 0.15% | 0.19% | Q3 2021 | Q3 2023 | 9 |
ROYAL BANK OF CANADA | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Strategic Blueprint, LLC | 7 | 1 | 0.01% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 8 |
ERn Financial, LLC | 8 | 8 | 0.71% | 2.28% | 4.10% | Q2 2020 | Q1 2022 | 8 |
Raymond James Financial Services Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.29% | 0.29% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.02% | 0.08% | 0.22% | Q1 2022 | Q4 2023 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7 | 7 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q3 2021 | 7 |
Brookstone Capital Management | 7 | 7 | 0.07% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 7 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 7 | 7 | 0.67% | 6.11% | 8.43% | Q1 2022 | Q3 2023 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Mutual Advisors, LLC | 7 | 7 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Cypress Wealth Services, LLC | 6 | 6 | 0.07% | 0.15% | 0.22% | Q2 2020 | Q3 2021 | 6 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 6 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 6 |
McKinley Carter Wealth Services, Inc. | 4 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 6 |
Capital Investment Advisory Services, LLC | 6 | 6 | 0.00% | 0.21% | 0.59% | Q1 2020 | Q2 2021 | 6 |
AlphaMark Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
WELLS FARGO & COMPANY/MN | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Claro Advisors LLC | 5 | 5 | 0.15% | 0.33% | 0.52% | Q1 2020 | Q1 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 2.08% | 2.57% | 2.98% | Q3 2021 | Q3 2022 | 5 |
Ameritas Investment Company, LLC | 4 | 1 | 0.01% | 0.07% | 0.14% | Q1 2020 | Q3 2021 | 5 |
BOKF, NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
RDA Financial Network | 5 | 5 | 0.27% | 0.43% | 0.59% | Q1 2020 | Q1 2021 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cascadia Advisory Services, LLC | 3 | 2 | 0.33% | 0.56% | 0.75% | Q2 2020 | Q3 2021 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q1 2021 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Stratos Wealth Advisors, LLC | 4 | 1 | 0.03% | 0.17% | 0.73% | Q1 2020 | Q4 2022 | 5 |
PSI Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Avestar Capital, LLC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q3 2020 | Q2 2021 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Grant Street Asset Management, Inc. | 4 | 4 | 10.26% | 14.57% | 19.09% | Q2 2020 | Q1 2021 | 4 |
Luken Investment Analytics, LLC | 4 | 4 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.41% | 1.58% | Q4 2020 | Q3 2023 | 4 |
Truadvice, LLC | 4 | 4 | 0.49% | 0.60% | 0.70% | Q3 2020 | Q2 2021 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.25% | 0.98% | Q4 2020 | Q3 2021 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Trek Financial, LLC | 4 | 4 | 0.05% | 0.10% | 0.16% | Q1 2020 | Q4 2020 | 4 |
Altman Advisors, Inc. | 3 | 1 | 3.78% | 4.19% | 4.93% | Q1 2020 | Q1 2021 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.08% | 0.11% | 0.12% | Q4 2020 | Q3 2021 | 4 |
TOWNSQUARE CAPITAL LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
RETIREMENT GUYS FORMULA LLC | 3 | 3 | 0.21% | 0.25% | 0.34% | Q4 2021 | Q2 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
WINTRUST INVESTMENTS LLC | 3 | 3 | 0.03% | 0.31% | 0.62% | Q2 2020 | Q4 2020 | 3 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q3 2020 | 3 |
Tanglewood Legacy Advisors, LLC | 3 | 3 | 0.21% | 0.22% | 0.22% | Q1 2023 | Q3 2023 | 3 |
BLAIR WILLIAM & CO/IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Valtinson Bruner Financial Planning LLC | 3 | 3 | 6.83% | 7.14% | 7.50% | Q1 2020 | Q3 2020 | 3 |
Prosperity Consulting Group, LLC | 3 | 3 | 0.12% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CALTON & ASSOCIATES, INC. | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2020 | Q3 2020 | 3 |
Peterson Wealth Advisors, LLC | 3 | 3 | 0.24% | 0.25% | 0.27% | Q1 2020 | Q3 2020 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 3 |
LPL Financial LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Weaver Consulting Group | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Lifestyle Asset Management, Inc. | 3 | 3 | 0.15% | 0.17% | 0.19% | Q4 2022 | Q2 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Integrated Investment Consultants, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Richard W. Paul & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Sage Capital Advisors,llc | 2 | 2 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q1 2023 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q1 2023 | 2 |
InterOcean Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q2 2020 | Q3 2020 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.27% | 0.28% | 0.30% | Q4 2022 | Q1 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 2 |
Beta Wealth Group, Inc. | 2 | 2 | 0.58% | 0.63% | 0.67% | Q4 2020 | Q1 2021 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.74% | 0.75% | 0.76% | Q3 2022 | Q4 2022 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
USCA RIA LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.12% | 0.25% | Q1 2023 | Q3 2023 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.11% | 0.14% | 0.17% | Q2 2023 | Q3 2023 | 2 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q4 2022 | Q1 2023 | 2 |
MANCHESTER FINANCIAL INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Fulcrum Capital LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q3 2021 | Q4 2021 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.16% | 0.17% | 0.19% | Q1 2022 | Q2 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Echo Wealth Management, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2020 | Q4 2020 | 1 |
Hayden Royal, LLC | 1 | 1 | 3.37% | 3.37% | 3.37% | Q4 2020 | Q4 2020 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q1 2020 | Q1 2020 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Schubert & Co | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 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.