Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
RAYMOND JAMES & ASSOCIATES | 27 | 27 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 27 |
ROYAL BANK OF CANADA | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
LPL Financial LLC | 26 | 26 | 0.02% | 0.15% | 0.37% | Q2 2017 | Q3 2023 | 26 |
D.A. DAVIDSON & CO. | 24 | 1 | 0.00% | 0.03% | 0.10% | Q2 2017 | Q3 2023 | 25 |
Private Advisor Group, LLC | 22 | 3 | 0.00% | 0.19% | 0.46% | Q2 2017 | Q3 2023 | 25 |
B. Riley Wealth Advisors, Inc. | 24 | 24 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 24 |
LVZ, Inc. | 24 | 24 | 5.08% | 8.02% | 10.02% | Q4 2017 | Q3 2023 | 24 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 24 | 24 | 0.00% | 0.09% | 0.26% | Q4 2017 | Q3 2023 | 24 |
PNC FINANCIAL SERVICES GROUP, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 24 | 24 | 0.00% | 0.08% | 0.18% | Q4 2017 | Q3 2023 | 24 |
MORGAN STANLEY | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Janney Montgomery Scott LLC | 24 | 24 | 0.00% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 24 | 24 | 0.01% | 0.17% | 0.28% | Q4 2017 | Q3 2023 | 24 |
IFP Advisors, Inc | 17 | 1 | 0.01% | 0.33% | 1.34% | Q1 2016 | Q3 2023 | 24 |
Concorde Asset Management, LLC | 21 | 2 | 0.24% | 0.93% | 2.04% | Q4 2017 | Q3 2023 | 23 |
STIFEL FINANCIAL CORP | 21 | 2 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 23 |
WELLS FARGO & COMPANY/MN | 23 | 23 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q3 2023 | 23 |
UBS Group AG | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Cornerstone Wealth Management, LLC | 20 | 3 | 0.02% | 0.45% | 1.10% | Q4 2017 | Q3 2023 | 23 |
Financial Advocates Investment Management | 23 | 23 | 0.03% | 0.63% | 1.04% | Q1 2018 | Q3 2023 | 23 |
CWM, LLC | 15 | 8 | 0.00% | 0.12% | 0.54% | Q4 2017 | Q3 2023 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.14% | 0.58% | 1.21% | Q1 2018 | Q3 2023 | 23 |
Geneos Wealth Management Inc. | 22 | 22 | 0.02% | 0.11% | 0.27% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.02% | 0.07% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Eldridge Investment Advisors, Inc. | 21 | 21 | 1.30% | 5.88% | 8.79% | Q3 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 17 | 4 | 0.00% | 0.06% | 0.13% | Q2 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.20% | 0.45% | Q3 2018 | Q3 2023 | 21 |
Atria Investments, Inc | 18 | 3 | 0.01% | 0.43% | 1.95% | Q4 2017 | Q3 2023 | 21 |
Simplicity Solutions, LLC | 10 | 4 | 0.02% | 0.20% | 0.52% | Q4 2017 | Q3 2023 | 21 |
Prospera Financial Services Inc | 18 | 1 | 0.03% | 0.18% | 0.60% | Q4 2017 | Q3 2023 | 20 |
WealthOne, LLC | 20 | 20 | 0.25% | 0.76% | 1.39% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.06% | 0.69% | 2.99% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.05% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Partners, LTD. | 14 | 1 | 0.00% | 0.15% | 0.39% | Q4 2017 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
NewEdge Advisors, LLC | 20 | 20 | 0.04% | 0.15% | 0.33% | Q4 2018 | Q3 2023 | 20 |
Cetera Advisors LLC | 19 | 19 | 0.02% | 0.10% | 0.18% | Q1 2019 | Q3 2023 | 19 |
HighTower Advisors, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.18% | 0.81% | 1.29% | Q1 2019 | Q3 2023 | 19 |
Snowden Capital Advisors LLC | 9 | 2 | 0.02% | 0.32% | 0.63% | Q2 2018 | Q3 2023 | 19 |
Genesee Capital Advisors, LLC | 10 | 9 | 0.15% | 0.35% | 1.52% | Q4 2018 | Q3 2023 | 19 |
FMR LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Wealthcare Advisory Partners LLC | 18 | 18 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q1 2022 | 18 |
CENTAURUS FINANCIAL, INC. | 17 | 1 | 0.01% | 0.37% | 0.72% | Q2 2018 | Q3 2023 | 18 |
American Financial Advisors, LLC | 13 | 5 | 2.78% | 3.83% | 5.12% | Q1 2019 | Q3 2023 | 18 |
Brinker Capital Investments, LLC | 18 | 18 | 0.14% | 0.45% | 0.92% | Q1 2017 | Q2 2021 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
FIRST TRUST ADVISORS LP | 9 | 9 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.03% | 0.25% | 0.45% | Q2 2019 | Q3 2023 | 18 |
US BANCORP \DE\ | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
RFG Advisory, LLC | 17 | 17 | 0.07% | 0.16% | 0.47% | Q3 2019 | Q3 2023 | 17 |
American Portfolios Advisors | 17 | 17 | 0.00% | 0.21% | 0.80% | Q3 2018 | Q3 2022 | 17 |
FOUNDERS FINANCIAL SECURITIES LLC | 17 | 17 | 0.11% | 0.91% | 2.57% | Q3 2019 | Q3 2023 | 17 |
Sigma Planning Corp | 17 | 17 | 0.04% | 0.33% | 0.52% | Q3 2019 | Q3 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.01% | 0.18% | 0.25% | Q3 2019 | Q3 2023 | 17 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 17 |
Blackhawk Capital Partners LLC. | 14 | 3 | 1.28% | 5.91% | 12.48% | Q2 2019 | Q3 2023 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.16% | 0.22% | 0.29% | Q3 2019 | Q3 2023 | 17 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 17 |
Bogart Wealth, LLC | 17 | 17 | 0.05% | 4.59% | 6.57% | Q3 2019 | Q3 2023 | 17 |
Cetera Advisor Networks LLC | 17 | 17 | 0.02% | 0.15% | 0.26% | Q3 2019 | Q3 2023 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 7 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2022 | 17 |
Cetera Investment Advisers | 14 | 3 | 0.14% | 0.35% | 0.55% | Q4 2017 | Q3 2023 | 17 |
OneDigital Investment Advisors LLC | 13 | 4 | 0.01% | 0.12% | 0.23% | Q4 2017 | Q3 2023 | 17 |
RAYMOND JAMES TRUST N.A. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Larson Financial Group LLC | 17 | 17 | 0.48% | 2.29% | 4.53% | Q3 2019 | Q3 2023 | 17 |
Mutual Advisors, LLC | 17 | 17 | 0.04% | 0.14% | 0.32% | Q3 2019 | Q3 2023 | 17 |
FIFTH THIRD BANCORP | 10 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 17 |
Steward Partners Investment Advisory, LLC | 17 | 17 | 0.00% | 0.26% | 0.64% | Q3 2019 | Q3 2023 | 17 |
First Heartland Consultants, Inc. | 17 | 17 | 0.10% | 0.98% | 2.48% | Q3 2019 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
MONEYWISE, INC. | 16 | 16 | 0.00% | 0.77% | 1.48% | Q4 2019 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.40% | 0.72% | 1.19% | Q4 2019 | Q3 2023 | 16 |
Walkner Condon Financial Advisors LLC | 16 | 16 | 0.25% | 3.02% | 8.81% | Q4 2019 | Q3 2023 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2022 | 16 |
Pinnacle Family Advisors, LLC | 12 | 4 | 0.71% | 2.46% | 6.83% | Q1 2019 | Q3 2023 | 16 |
Allworth Financial LP | 15 | 1 | 0.00% | 0.32% | 1.78% | Q4 2018 | Q3 2023 | 16 |
Advisory Services Network, LLC | 16 | 16 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
First Horizon Advisors, Inc. | 10 | 6 | 0.00% | 0.07% | 0.16% | Q3 2019 | Q3 2023 | 16 |
TRUE Private Wealth Advisors | 16 | 16 | 0.02% | 0.09% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Horizon Investments, LLC | 11 | 5 | 0.89% | 1.77% | 2.22% | Q3 2019 | Q3 2023 | 16 |
Kovack Advisors, Inc. | 16 | 16 | 0.28% | 0.42% | 0.61% | Q3 2019 | Q2 2023 | 16 |
Global Retirement Partners, LLC | 9 | 7 | 0.01% | 0.04% | 0.11% | Q3 2019 | Q3 2023 | 16 |
HOWARD FINANCIAL SERVICES, LTD. | 16 | 16 | 0.26% | 1.09% | 3.28% | Q4 2019 | Q3 2023 | 16 |
Seascape Capital Management | 16 | 16 | 4.68% | 8.78% | 12.39% | Q4 2019 | Q3 2023 | 16 |
HCR Wealth Advisors | 16 | 16 | 0.16% | 0.38% | 0.49% | Q4 2019 | Q3 2023 | 16 |
Bank of New York Mellon Corp | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Kingsview Wealth Management, LLC | 10 | 6 | 0.05% | 0.12% | 0.27% | Q3 2019 | Q3 2023 | 16 |
USAdvisors Wealth Management, LLC | 16 | 16 | 0.23% | 3.31% | 5.98% | Q4 2019 | Q3 2023 | 16 |
Cambridge Advisors Inc. | 16 | 16 | 0.12% | 0.49% | 0.92% | Q4 2019 | Q3 2023 | 16 |
Barber Financial Group, Inc. | 16 | 16 | 0.11% | 0.66% | 1.94% | Q2 2019 | Q1 2023 | 16 |
PFS INVESTMENTS INC. | 16 | 16 | 0.28% | 0.62% | 0.82% | Q3 2019 | Q2 2023 | 16 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 15 | 15 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q4 2022 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
CFO4Life Group, LLC | 15 | 15 | 0.32% | 2.57% | 4.50% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.11% | 0.15% | 0.21% | Q1 2020 | Q3 2023 | 15 |
CITIGROUP INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Ausdal Financial Partners, Inc. | 15 | 15 | 0.50% | 0.71% | 0.98% | Q1 2020 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.04% | 0.08% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Sugarloaf Wealth Management, LLC | 15 | 15 | 0.00% | 0.04% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Ahrens Investment Partners LLC | 14 | 1 | 0.04% | 0.15% | 0.24% | Q1 2019 | Q1 2023 | 15 |
TOWNSQUARE CAPITAL LLC | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 15 |
Jaffetilchin Investment Partners, LLC | 15 | 15 | 0.05% | 0.95% | 3.13% | Q1 2019 | Q3 2022 | 15 |
Opes Wealth Management LLC | 15 | 15 | 1.16% | 1.57% | 1.90% | Q1 2020 | Q3 2023 | 15 |
First Allied Advisory Services, Inc. | 14 | 14 | 0.06% | 0.14% | 0.39% | Q2 2017 | Q3 2020 | 14 |
ERn Financial, LLC | 14 | 14 | 0.66% | 2.16% | 4.05% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 14 |
Csenge Advisory Group | 14 | 14 | 0.05% | 0.79% | 1.39% | Q2 2020 | Q3 2023 | 14 |
INSPIRION WEALTH ADVISORS, LLC | 14 | 14 | 0.10% | 0.80% | 1.81% | Q2 2020 | Q3 2023 | 14 |
LexAurum Advisors, LLC | 5 | 4 | 0.54% | 1.47% | 2.24% | Q1 2019 | Q3 2023 | 14 |
Old Port Advisors | 13 | 1 | 0.12% | 0.55% | 0.88% | Q1 2020 | Q3 2023 | 14 |
Darwin Wealth Management, LLC | 14 | 14 | 2.55% | 3.80% | 8.66% | Q2 2020 | Q3 2023 | 14 |
&PARTNERS | 14 | 14 | 0.20% | 0.66% | 1.46% | Q2 2020 | Q3 2023 | 14 |
Parisi Gray Wealth Management | 14 | 14 | 0.12% | 0.62% | 1.41% | Q1 2020 | Q2 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.02% | 0.17% | 0.49% | Q2 2020 | Q3 2023 | 14 |
EPG Wealth Management LLC | 11 | 1 | 0.01% | 0.10% | 0.29% | Q4 2019 | Q3 2023 | 14 |
Rehmann Capital Advisory Group | 14 | 14 | 1.11% | 1.35% | 1.55% | Q2 2020 | Q3 2023 | 14 |
Gradient Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 14 |
PRIVATE TRUST CO NA | 14 | 14 | 0.03% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
SignalPoint Asset Management, LLC | 14 | 14 | 0.20% | 1.80% | 2.97% | Q2 2020 | Q3 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 13 | 13 | 0.14% | 0.21% | 0.30% | Q3 2020 | Q3 2023 | 13 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 13 | 13 | 0.11% | 0.16% | 0.21% | Q3 2020 | Q3 2023 | 13 |
StoneX Group Inc. | 10 | 3 | 0.14% | 0.45% | 0.93% | Q3 2019 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.25% | 0.42% | 0.79% | Q3 2020 | Q3 2023 | 13 |
Strategic Blueprint, LLC | 13 | 13 | 0.09% | 0.31% | 0.86% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.14% | 0.44% | 1.00% | Q3 2020 | Q3 2023 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 1 | 0.00% | 0.07% | 0.21% | Q3 2019 | Q3 2023 | 13 |
First PREMIER Bank | 13 | 13 | 0.04% | 0.83% | 1.47% | Q3 2020 | Q3 2023 | 13 |
Keystone Financial Group | 11 | 2 | 0.04% | 0.29% | 0.87% | Q2 2020 | Q3 2023 | 13 |
Sowell Financial Services LLC | 8 | 1 | 0.00% | 0.05% | 0.16% | Q3 2019 | Q3 2023 | 13 |
Harvest Investment Services, LLC | 13 | 13 | 0.64% | 1.06% | 1.74% | Q3 2020 | Q3 2023 | 13 |
Sunflower Bank, N.A. | 13 | 13 | 0.07% | 2.02% | 5.53% | Q3 2020 | Q3 2023 | 13 |
Equitable Holdings, Inc. | 13 | 13 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Wealthstreet Investment Advisors, LLC | 13 | 13 | 0.04% | 0.16% | 0.54% | Q2 2018 | Q2 2021 | 13 |
Centennial Wealth Advisory LLC | 12 | 12 | 1.08% | 1.99% | 3.04% | Q4 2020 | Q3 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 12 | 12 | 0.00% | 0.05% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Aveo Capital Partners, LLC | 12 | 12 | 0.05% | 0.29% | 0.59% | Q4 2020 | Q3 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 0.40% | 0.75% | 1.17% | Q4 2020 | Q3 2023 | 12 |
Allen Capital Group, LLC | 9 | 3 | 3.71% | 5.72% | 7.09% | Q3 2020 | Q3 2023 | 12 |
Altus Wealth Group LLC | 12 | 12 | 0.42% | 0.66% | 0.92% | Q4 2020 | Q3 2023 | 12 |
Kowal Investment Group, LLC | 12 | 12 | 0.31% | 10.87% | 17.13% | Q4 2020 | Q3 2023 | 12 |
WEALTHSOURCE PARTNERS, LLC | 11 | 1 | 0.04% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 12 |
IHT Wealth Management, LLC | 12 | 12 | 0.05% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.07% | 12.78% | 26.82% | Q4 2020 | Q3 2023 | 12 |
Tranquilli Financial Advisor LLC | 12 | 12 | 0.60% | 1.19% | 1.67% | Q4 2020 | Q3 2023 | 12 |
LEVEL FOUR ADVISORY SERVICES, LLC | 9 | 3 | 0.03% | 0.21% | 0.51% | Q2 2019 | Q3 2023 | 12 |
NewSquare Capital LLC | 12 | 12 | 0.08% | 1.28% | 2.99% | Q4 2020 | Q3 2023 | 12 |
Grant/GrossMendelsohn, LLC | 12 | 12 | 0.47% | 1.13% | 2.40% | Q4 2020 | Q3 2023 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 3.96% | 4.91% | 5.74% | Q4 2020 | Q3 2023 | 12 |
Western Wealth Management, LLC | 8 | 4 | 0.05% | 0.11% | 0.21% | Q3 2020 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 12 | 12 | 0.36% | 1.18% | 1.50% | Q4 2020 | Q3 2023 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 1.05% | 2.50% | 4.33% | Q4 2020 | Q3 2023 | 12 |
Advisors Asset Management, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 4 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 12 |
TD Capital Management LLC | 12 | 12 | 0.01% | 0.20% | 0.33% | Q4 2020 | Q3 2023 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 12 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
BELLEVUE ASSET MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Good Life Advisors, LLC | 12 | 12 | 0.16% | 0.22% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.01% | 0.05% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Belpointe Asset Management LLC | 10 | 2 | 0.04% | 0.24% | 0.52% | Q3 2019 | Q1 2023 | 12 |
Legacy Capital Wealth Partners, LLC | 12 | 12 | 0.82% | 2.92% | 4.28% | Q4 2020 | Q3 2023 | 12 |
Atlas Private Wealth Management, LLC | 12 | 12 | 2.95% | 4.52% | 5.60% | Q4 2020 | Q3 2023 | 12 |
Capital Planning LLC | 12 | 12 | 1.79% | 3.45% | 5.89% | Q4 2020 | Q3 2023 | 12 |
Wagner Wealth Management, LLC | 12 | 12 | 0.45% | 1.75% | 3.55% | Q4 2020 | Q3 2023 | 12 |
Regal Investment Advisors LLC | 10 | 1 | 0.02% | 0.48% | 0.68% | Q2 2020 | Q3 2023 | 12 |
SNS Financial Group, LLC | 12 | 12 | 0.09% | 2.21% | 3.36% | Q4 2020 | Q3 2023 | 12 |
Meridian Wealth Management, LLC | 12 | 12 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
WINTRUST INVESTMENTS LLC | 8 | 3 | 0.04% | 0.18% | 0.49% | Q3 2019 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 8 | 3 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.94% | 1.06% | 1.20% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q2 2023 | 11 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.08% | 0.22% | 0.38% | Q4 2020 | Q3 2023 | 11 |
J.W. COLE ADVISORS, INC. | 8 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 11 | 0.01% | 0.03% | 0.08% | Q2 2017 | Q4 2019 | 11 |
PFG Advisors | 11 | 11 | 0.07% | 0.12% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 9 | 1 | 0.00% | 0.18% | 0.59% | Q4 2019 | Q2 2023 | 11 |
CHIRON CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.23% | 0.66% | 1.06% | Q3 2020 | Q1 2023 | 11 |
GeoWealth Management, LLC | 11 | 11 | 0.00% | 0.25% | 1.08% | Q1 2021 | Q3 2023 | 11 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.34% | 1.63% | 3.50% | Q2 2020 | Q3 2023 | 11 |
EQ LLC | 11 | 11 | 0.40% | 0.51% | 0.73% | Q4 2020 | Q2 2023 | 11 |
NEXT Financial Group, Inc | 11 | 11 | 0.01% | 0.17% | 0.35% | Q2 2019 | Q4 2021 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.01% | 0.04% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Cypress Capital Group | 11 | 11 | 0.04% | 0.38% | 1.03% | Q1 2021 | Q3 2023 | 11 |
Integrated Advisors Network LLC | 11 | 11 | 0.02% | 0.13% | 0.43% | Q1 2021 | Q3 2023 | 11 |
Dynamic Advisor Solutions LLC | 11 | 11 | 0.03% | 0.07% | 0.13% | Q2 2020 | Q4 2022 | 11 |
Archer Investment Corp | 10 | 10 | 0.07% | 0.79% | 1.28% | Q2 2021 | Q3 2023 | 10 |
CLEAR INVESTMENT RESEARCH, LLC | 10 | 10 | 0.12% | 0.19% | 0.29% | Q3 2020 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.39% | 0.97% | 1.81% | Q1 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.04% | 0.07% | 0.21% | Q2 2021 | Q3 2023 | 10 |
LINCOLN NATIONAL CORP | 9 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10 | 10 | 0.06% | 0.14% | 0.26% | Q2 2020 | Q3 2022 | 10 |
Advisor Group, Inc. | 10 | 10 | 0.00% | 0.03% | 0.09% | Q3 2017 | Q4 2019 | 10 |
MGO ONE SEVEN LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 10 |
Newman Dignan & Sheerar, Inc. | 7 | 3 | 0.09% | 0.71% | 1.85% | Q1 2021 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q1 2022 | 10 |
Patriot Financial Group Insurance Agency, LLC | 7 | 1 | 0.00% | 0.01% | 0.09% | Q2 2017 | Q3 2023 | 10 |
Betterment LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Stratos Wealth Advisors, LLC | 10 | 10 | 0.25% | 1.32% | 2.26% | Q2 2020 | Q3 2022 | 10 |
Family Management Corp | 7 | 3 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q2 2023 | 10 |
Wealth Advisory Solutions, LLC | 8 | 2 | 0.00% | 0.58% | 0.85% | Q4 2019 | Q2 2022 | 10 |
Altman Advisors, Inc. | 10 | 10 | 0.00% | 0.53% | 2.40% | Q4 2020 | Q1 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 10 |
WealthShield Partners, LLC | 7 | 3 | 0.03% | 0.10% | 0.18% | Q4 2017 | Q1 2022 | 10 |
True Link Financial Advisors, LLC | 9 | 9 | 0.09% | 0.14% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Quantitative Advantage, LLC | 9 | 9 | 1.74% | 2.29% | 3.18% | Q4 2018 | Q4 2020 | 9 |
Shilanski & Associates, Inc. | 9 | 9 | 1.21% | 1.40% | 1.72% | Q2 2020 | Q2 2022 | 9 |
Aptus Capital Advisors, LLC | 7 | 2 | 0.00% | 0.02% | 0.13% | Q1 2021 | Q3 2023 | 9 |
Horan Securities, Inc. | 7 | 2 | 0.01% | 0.14% | 0.51% | Q1 2021 | Q2 2023 | 9 |
Triumph Capital Management | 9 | 9 | 0.28% | 2.29% | 4.60% | Q3 2021 | Q3 2023 | 9 |
V Wealth Advisors LLC | 9 | 9 | 0.05% | 0.21% | 0.45% | Q3 2020 | Q3 2022 | 9 |
DFPG INVESTMENTS, LLC | 9 | 9 | 0.03% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 9 |
PINNACLE ASSOCIATES LTD | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
OLD MISSION CAPITAL LLC | 5 | 2 | 0.04% | 0.20% | 0.60% | Q2 2020 | Q4 2022 | 9 |
tru Independence LLC | 7 | 1 | 0.00% | 0.30% | 0.49% | Q4 2019 | Q3 2023 | 9 |
Mission Creek Capital Partners, Inc. | 9 | 9 | 0.04% | 0.07% | 0.12% | Q2 2020 | Q2 2022 | 9 |
Tidal Investments LLC | 9 | 9 | 0.04% | 0.21% | 0.58% | Q3 2020 | Q3 2022 | 9 |
Trinity Legacy Partners, LLC | 9 | 9 | 0.15% | 0.85% | 1.38% | Q2 2020 | Q2 2022 | 9 |
BEACON FINANCIAL GROUP | 9 | 9 | 0.10% | 0.94% | 1.54% | Q3 2021 | Q3 2023 | 9 |
PSI Advisors, LLC | 5 | 1 | 0.00% | 0.11% | 0.94% | Q4 2020 | Q3 2023 | 9 |
Intrua Financial, LLC | 9 | 9 | 2.82% | 3.16% | 4.38% | Q1 2021 | Q1 2023 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.02% | 0.16% | 1.14% | Q4 2020 | Q4 2022 | 9 |
HBW ADVISORY SERVICES LLC | 7 | 1 | 0.06% | 0.36% | 1.36% | Q4 2019 | Q3 2023 | 9 |
OARSMAN CAPITAL, INC. | 9 | 9 | 0.10% | 0.69% | 1.03% | Q1 2021 | Q1 2023 | 9 |
Acorn Wealth Advisors, LLC | 9 | 9 | 0.26% | 0.67% | 1.34% | Q3 2021 | Q3 2023 | 9 |
Rede Wealth, LLC | 8 | 8 | 0.35% | 0.49% | 0.69% | Q4 2020 | Q3 2022 | 8 |
TrueWealth Advisors, LLC | 8 | 8 | 0.20% | 0.29% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 8 | 8 | 0.00% | 0.05% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.10% | 0.27% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Creative Planning | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 1.07% | 1.47% | 2.21% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.79% | 1.16% | 2.11% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.32% | 0.47% | 0.62% | Q4 2021 | Q3 2023 | 8 |
FDx Advisors, Inc. | 8 | 8 | 0.36% | 0.78% | 1.64% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.81% | 1.92% | 2.62% | Q1 2021 | Q3 2023 | 8 |
Pasadena Private Wealth, LLC | 8 | 8 | 0.14% | 0.42% | 0.68% | Q4 2019 | Q3 2021 | 8 |
WESPAC Advisors, LLC | 8 | 8 | 0.18% | 2.24% | 5.29% | Q2 2019 | Q1 2021 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 2.14% | 22.94% | 66.48% | Q4 2021 | Q3 2023 | 8 |
Lokken Investment Group LLC | 7 | 1 | 0.33% | 1.48% | 2.06% | Q1 2012 | Q2 2022 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 4.45% | 5.46% | 6.88% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.03% | 0.12% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Q3 Asset Management | 3 | 1 | 0.34% | 0.79% | 1.26% | Q2 2019 | Q2 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 1.06% | 2.25% | 3.19% | Q4 2021 | Q3 2023 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Mariner, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.14% | 0.25% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.24% | 0.32% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.15% | 0.26% | 0.77% | Q4 2021 | Q3 2023 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 0.97% | 1.04% | 1.15% | Q4 2021 | Q3 2023 | 8 |
Eudaimonia Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 8 |
Holloway Wealth Management, LLC | 8 | 8 | 0.02% | 0.43% | 0.86% | Q2 2020 | Q1 2022 | 8 |
Landmark Wealth Management, LLC | 8 | 8 | 2.77% | 4.56% | 8.56% | Q4 2021 | Q3 2023 | 8 |
TMD Wealth Management, LLC | 8 | 8 | 0.36% | 5.08% | 9.92% | Q4 2020 | Q3 2022 | 8 |
GDS Wealth Management | 8 | 8 | 1.29% | 4.09% | 7.00% | Q4 2021 | Q3 2023 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.91% | 1.07% | 1.19% | Q4 2021 | Q3 2023 | 8 |
Advocacy Wealth Management Services, LLC | 8 | 8 | 0.00% | 2.76% | 8.66% | Q2 2020 | Q1 2022 | 8 |
WEDBUSH SECURITIES INC | 7 | 7 | 0.02% | 0.03% | 0.09% | Q3 2020 | Q1 2022 | 7 |
Capital Analysts, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
HL FINANCIAL SERVICES LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2018 | 7 |
B. Riley Wealth Management, Inc. | 7 | 7 | 0.03% | 0.10% | 0.16% | Q2 2020 | Q4 2021 | 7 |
AVIANCE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.34% | 0.81% | Q2 2017 | Q1 2019 | 7 |
Keystone Financial Services | 7 | 7 | 0.21% | 0.25% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Sandy Spring Bank | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 5 | 2 | 6.31% | 7.30% | 7.81% | Q4 2021 | Q3 2023 | 7 |
Stonebridge Financial Planning Group, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 7 |
Castle Rock Wealth Management, LLC | 4 | 3 | 0.47% | 0.77% | 1.30% | Q1 2020 | Q4 2021 | 7 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 7 | 7 | 1.94% | 2.83% | 3.99% | Q4 2020 | Q2 2022 | 7 |
Ascension Capital Advisors, Inc. | 7 | 7 | 2.75% | 4.46% | 5.05% | Q4 2020 | Q2 2022 | 7 |
SIGNATUREFD, LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q1 2022 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.67% | 0.83% | 1.05% | Q1 2022 | Q3 2023 | 7 |
BlackDiamond Wealth Management, LLC | 4 | 3 | 0.24% | 1.94% | 3.55% | Q4 2021 | Q3 2023 | 7 |
Truadvice, LLC | 4 | 1 | 0.08% | 0.28% | 0.68% | Q3 2020 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Ameritas Investment Company, LLC | 4 | 1 | 0.01% | 0.27% | 0.69% | Q4 2018 | Q3 2021 | 7 |
Teamwork Financial Advisors, LLC | 7 | 7 | 0.19% | 0.35% | 0.50% | Q2 2020 | Q4 2021 | 7 |
Virtue Capital Management, LLC | 4 | 3 | 0.05% | 0.29% | 0.45% | Q3 2021 | Q3 2023 | 7 |
ACG Wealth | 5 | 2 | 0.03% | 0.35% | 1.12% | Q4 2017 | Q1 2020 | 7 |
AlphaStar Capital Management, LLC | 7 | 7 | 0.05% | 0.44% | 0.66% | Q3 2020 | Q1 2022 | 7 |
AdvisorNet Financial, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Peterson Wealth Advisors, LLC | 4 | 3 | 0.10% | 2.35% | 6.05% | Q3 2021 | Q3 2023 | 7 |
Advisory Alpha, LLC | 3 | 1 | 0.02% | 0.14% | 0.36% | Q2 2021 | Q3 2023 | 7 |
Braun-Bostich & Associates Inc. | 4 | 3 | 2.76% | 4.00% | 5.32% | Q4 2020 | Q3 2022 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 2.25% | 2.36% | 2.49% | Q1 2022 | Q3 2023 | 7 |
ShoreHaven Wealth Partners, LLC | 7 | 7 | 0.22% | 0.28% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Forbes Financial Planning, Inc. | 7 | 7 | 5.04% | 5.71% | 6.02% | Q4 2021 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.13% | 0.15% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Mach-1 Financial Group, LLC | 6 | 6 | 0.02% | 1.59% | 3.91% | Q2 2022 | Q3 2023 | 6 |
Drake & Associates, LLC | 6 | 6 | 7.57% | 8.48% | 9.84% | Q2 2022 | Q3 2023 | 6 |
Savior LLC | 6 | 6 | 0.00% | 0.05% | 0.09% | Q1 2020 | Q2 2021 | 6 |
Vestmark Advisory Solutions, Inc. | 5 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2023 | 6 |
Bison Wealth, LLC | 4 | 2 | 0.01% | 0.12% | 0.25% | Q4 2020 | Q2 2022 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.14% | 0.55% | 1.25% | Q4 2020 | Q1 2023 | 6 |
Tower Wealth Partners, Inc. | 6 | 6 | 6.13% | 6.98% | 8.09% | Q4 2020 | Q1 2022 | 6 |
Independent Wealth Network Inc. | 6 | 6 | 0.80% | 0.84% | 0.91% | Q3 2021 | Q4 2022 | 6 |
Mattern Wealth Management LLC | 6 | 6 | 0.07% | 2.30% | 3.66% | Q2 2020 | Q3 2021 | 6 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 6 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 6 | 6 | 0.41% | 0.98% | 1.53% | Q3 2019 | Q4 2020 | 6 |
Ruggie Capital Group | 4 | 1 | 0.13% | 0.57% | 1.76% | Q2 2018 | Q3 2020 | 6 |
Main Street Financial Solutions, LLC | 6 | 6 | 0.15% | 0.58% | 0.89% | Q4 2020 | Q1 2022 | 6 |
Mascoma Wealth Management LLC | 4 | 2 | 0.00% | 0.05% | 0.24% | Q4 2020 | Q2 2022 | 6 |
Total Clarity Wealth Management, Inc. | 3 | 1 | 0.02% | 0.11% | 0.26% | Q3 2020 | Q2 2022 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.76% | 3.92% | 7.41% | Q4 2019 | Q3 2021 | 6 |
Golden State Equity Partners | 3 | 3 | 0.88% | 1.37% | 2.97% | Q3 2021 | Q3 2023 | 6 |
Outlook Wealth Advisors, LLC | 6 | 6 | 0.20% | 0.47% | 0.64% | Q4 2019 | Q1 2021 | 6 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.04% | 0.13% | Q2 2019 | Q3 2023 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.06% | 0.12% | 0.22% | Q3 2020 | Q4 2021 | 6 |
VICUS CAPITAL | 4 | 2 | 0.02% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 6 |
Perella Weinberg Partners Capital Management LP | 6 | 6 | 1.89% | 2.24% | 3.34% | Q1 2020 | Q2 2021 | 6 |
PHH Investments, Ltd. | 6 | 6 | 13.26% | 14.06% | 14.87% | Q3 2018 | Q4 2019 | 6 |
Foundations Investment Advisors, LLC | 6 | 6 | 0.01% | 0.04% | 0.13% | Q2 2022 | Q3 2023 | 6 |
AFFINITY WEALTH MANAGEMENT LLC | 4 | 2 | 4.70% | 5.25% | 5.94% | Q4 2020 | Q3 2022 | 6 |
Clarus Wealth Advisors | 4 | 2 | 0.01% | 0.10% | 0.28% | Q3 2018 | Q2 2023 | 6 |
Lion Street Advisors, LLC | 2 | 1 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q2 2023 | 5 |
Principle Wealth Partners LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q4 2021 | 5 |
RiverFront Investment Group, LLC | 5 | 5 | 0.35% | 0.47% | 0.66% | Q1 2021 | Q1 2022 | 5 |
Advisor Resource Council | 5 | 5 | 0.06% | 0.13% | 0.23% | Q2 2021 | Q2 2022 | 5 |
MBL Wealth, LLC | 5 | 5 | 0.04% | 0.43% | 1.36% | Q2 2022 | Q2 2023 | 5 |
Private Portfolio Partners LLC | 3 | 2 | 0.07% | 0.12% | 0.26% | Q2 2021 | Q3 2023 | 5 |
Source Financial Advisors LLC | 5 | 5 | 0.21% | 0.22% | 0.22% | Q1 2021 | Q1 2022 | 5 |
Colonial River Wealth Management, LLC | 5 | 5 | 0.16% | 0.22% | 0.34% | Q4 2021 | Q4 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 5 | 0.24% | 0.32% | 0.53% | Q3 2020 | Q3 2021 | 5 |
Realta Investment Advisors | 3 | 2 | 0.03% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 5 |
NorthLanding Financial Partners, LLC | 5 | 5 | 4.52% | 4.77% | 5.03% | Q3 2022 | Q3 2023 | 5 |
Shore Point Advisors, LLC | 5 | 5 | 0.84% | 1.14% | 1.49% | Q4 2021 | Q4 2022 | 5 |
Strategic Family Wealth Counselors, L.L.C. | 4 | 1 | 0.28% | 0.41% | 0.86% | Q4 2020 | Q3 2022 | 5 |
MBA Advisors LLC | 5 | 5 | 0.64% | 1.89% | 2.52% | Q1 2021 | Q1 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.05% | 0.11% | 0.21% | Q4 2021 | Q4 2022 | 5 |
Westside Investment Management, Inc. | 5 | 5 | 0.00% | 0.44% | 0.61% | Q3 2022 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 4 | 1 | 0.00% | 0.20% | 0.85% | Q1 2021 | Q4 2022 | 5 |
Nachman Norwood & Parrott, Inc | 5 | 5 | 0.04% | 1.17% | 1.63% | Q2 2020 | Q2 2021 | 5 |
Paragon Private Wealth Management, LLC | 5 | 5 | 0.78% | 1.12% | 1.45% | Q4 2021 | Q4 2022 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 2.01% | 2.23% | 2.50% | Q4 2021 | Q4 2022 | 5 |
Hudock, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 4.41% | 8.41% | 10.84% | Q4 2020 | Q3 2023 | 5 |
Brendel Financial Advisors LLC | 5 | 5 | 0.22% | 0.66% | 1.02% | Q3 2019 | Q3 2020 | 5 |
M&T BANK CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5 | 5 | 8.19% | 8.72% | 10.14% | Q3 2022 | Q3 2023 | 5 |
Insight Wealth Partners, LLC | 5 | 5 | 0.05% | 0.14% | 0.19% | Q2 2021 | Q2 2022 | 5 |
DUBUQUE BANK & TRUST CO | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2022 | 5 |
ProVise Management Group, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Herold Advisors, Inc. | 3 | 2 | 0.07% | 0.12% | 0.19% | Q3 2021 | Q3 2023 | 5 |
MTM Investment Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Edmonds Duncan Registered Investment Advisors, LLC | 4 | 4 | 0.07% | 2.40% | 4.76% | Q2 2022 | Q1 2023 | 4 |
MARIPAU WEALTH MANAGEMENT LLC | 4 | 4 | 0.26% | 0.29% | 0.34% | Q3 2022 | Q2 2023 | 4 |
HFG Advisors, Inc. | 4 | 4 | 1.15% | 1.23% | 1.28% | Q4 2021 | Q3 2022 | 4 |
Family Capital Management, Inc. | 4 | 4 | 3.52% | 4.42% | 5.02% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.05% | 0.51% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Global Financial Private Capital, Inc | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 4 |
Beck Bode, LLC | 4 | 4 | 0.75% | 1.01% | 1.18% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Advisors, LLC | 4 | 4 | 9.68% | 10.71% | 12.66% | Q4 2022 | Q3 2023 | 4 |
FinTrust Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.08% | 0.18% | Q2 2020 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 6.03% | 7.80% | 10.34% | Q4 2022 | Q3 2023 | 4 |
Capital Market Strategies LLC | 4 | 4 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q3 2022 | 4 |
Icon Wealth Partners, LLC | 4 | 4 | 0.28% | 0.36% | 0.52% | Q1 2021 | Q4 2021 | 4 |
BOKF, NA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Stratos Investment Management, LLC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q2 2022 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.62% | 0.77% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Berger Financial Group, Inc | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Virtu Financial LLC | 4 | 4 | 0.03% | 0.06% | 0.11% | Q3 2017 | Q2 2018 | 4 |
STEPHENS INC /AR/ | 2 | 2 | 0.00% | 0.24% | 0.91% | Q4 2021 | Q3 2023 | 4 |
Glassman Wealth Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.32% | 0.54% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.23% | 0.51% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Private Advisory Group LLC | 4 | 4 | 0.26% | 0.59% | 0.94% | Q1 2020 | Q4 2020 | 4 |
OneAscent Financial Services LLC | 4 | 4 | 0.11% | 0.26% | 0.40% | Q4 2022 | Q3 2023 | 4 |
FAGAN ASSOCIATES, INC. | 4 | 4 | 0.83% | 0.92% | 0.97% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.04% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.08% | 0.21% | Q4 2020 | Q3 2023 | 4 |
TCP Asset Management, LLC | 4 | 4 | 0.42% | 3.14% | 4.19% | Q4 2022 | Q3 2023 | 4 |
SFMG, LLC | 4 | 4 | 1.91% | 2.98% | 4.01% | Q2 2020 | Q1 2021 | 4 |
Burt Wealth Advisors | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q4 2020 | 4 |
Sanchez Wealth Management Group | 4 | 4 | 6.13% | 6.77% | 7.54% | Q4 2022 | Q3 2023 | 4 |
Stonebridge Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
Koshinski Asset Management, Inc. | 4 | 4 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q1 2022 | 4 |
Dominguez Wealth Management Solutions, Inc. | 4 | 4 | 15.32% | 15.82% | 16.16% | Q4 2022 | Q3 2023 | 4 |
Retirement Planning Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 1.87% | 2.33% | 2.57% | Q4 2022 | Q3 2023 | 4 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 4 |
Stone House Investment Management, LLC | 2 | 1 | 0.05% | 0.14% | 0.19% | Q4 2017 | Q1 2019 | 3 |
OneAscent Wealth Management LLC | 3 | 3 | 1.05% | 1.14% | 1.26% | Q1 2023 | Q3 2023 | 3 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Investors Financial Group, LLC | 3 | 3 | 0.56% | 0.61% | 0.65% | Q2 2021 | Q4 2021 | 3 |
Wealth Enhancement & Preservation of GA, LLC | 2 | 1 | 2.53% | 2.99% | 3.59% | Q3 2020 | Q2 2023 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2019 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.49% | 2.54% | 3.59% | Q1 2023 | Q3 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
SPC Financial, Inc. | 3 | 3 | 0.08% | 0.85% | 2.40% | Q4 2021 | Q2 2022 | 3 |
BREITER CAPITAL MANAGEMENT INC | 3 | 3 | 0.50% | 0.52% | 0.57% | Q3 2021 | Q1 2022 | 3 |
DEUTSCHE BANK AG\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Perigon Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.63% | 0.73% | 0.78% | Q1 2019 | Q3 2019 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.04% | 0.15% | 0.22% | Q3 2021 | Q1 2022 | 3 |
MCDONALD PARTNERS LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2021 | Q3 2021 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.07% | 0.13% | Q4 2018 | Q4 2019 | 3 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
FIFTH THIRD SECURITIES, INC. | 3 | 3 | 0.19% | 0.28% | 0.34% | Q1 2023 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2022 | 3 |
Gallacher Capital Management LLC | 3 | 3 | 0.13% | 0.25% | 0.36% | Q4 2022 | Q2 2023 | 3 |
Key FInancial Inc | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q4 2022 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.22% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 3 |
Signature Wealth Management Group | 3 | 3 | 0.22% | 0.38% | 0.56% | Q4 2022 | Q2 2023 | 3 |
Ignite Planners, LLC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Core Wealth Partners LLC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 3 | 3 | 0.87% | 1.34% | 1.82% | Q1 2023 | Q3 2023 | 3 |
Sterling Manor Financial, LLC | 2 | 1 | 0.48% | 3.10% | 6.37% | Q1 2021 | Q2 2023 | 3 |
Peterson Financial Group, Inc. | 2 | 1 | 0.14% | 0.16% | 0.17% | Q1 2022 | Q1 2023 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 10.33% | 10.55% | 10.73% | Q1 2023 | Q3 2023 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.15% | 0.30% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Cedar Mountain Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 1.58% | 1.66% | 1.84% | Q1 2023 | Q3 2023 | 3 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 3 |
HERON FINANCIAL GROUP, LLC | 3 | 3 | 0.15% | 0.27% | 0.35% | Q4 2022 | Q2 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PCG Wealth Advisors, LLC | 3 | 3 | 0.15% | 0.19% | 0.26% | Q4 2021 | Q2 2022 | 3 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Simplicity Wealth,LLC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Solano Wealth Management, Inc. | 3 | 3 | 6.09% | 6.59% | 7.41% | Q1 2023 | Q3 2023 | 3 |
Tradition Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Semmax Financial Advisors Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Secure Asset Management, LLC | 3 | 3 | 0.16% | 0.21% | 0.25% | Q3 2020 | Q1 2021 | 3 |
DDFG, Inc | 3 | 3 | 0.11% | 1.38% | 3.93% | Q4 2022 | Q2 2023 | 3 |
BROWN BROTHERS HARRIMAN & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q4 2020 | 3 |
MRA Advisory Group | 2 | 2 | 0.24% | 0.37% | 0.50% | Q4 2020 | Q1 2021 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
COLUMBIA ADVISORY PARTNERS LLC | 2 | 2 | 0.51% | 0.76% | 1.02% | Q2 2023 | Q3 2023 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.08% | 0.12% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 2 |
PFS Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 4.41% | 7.54% | 10.67% | Q4 2022 | Q1 2023 | 2 |
Williams Financial, LLC | 2 | 2 | 0.38% | 0.39% | 0.40% | Q1 2021 | Q2 2021 | 2 |
1776 Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
One Charles Private Wealth Services, LLC | 2 | 2 | 4.95% | 6.32% | 7.70% | Q2 2020 | Q3 2020 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 1.53% | 1.63% | 1.73% | Q2 2023 | Q3 2023 | 2 |
Laffer Tengler Investments, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 9.61% | 10.01% | 10.41% | Q1 2023 | Q2 2023 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 3.56% | 3.60% | 3.64% | Q2 2023 | Q3 2023 | 2 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.10% | 0.19% | Q3 2022 | Q2 2023 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 1.75% | 2.08% | 2.41% | Q2 2022 | Q3 2022 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 4.92% | 5.20% | 5.47% | Q1 2021 | Q2 2021 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
WEST MICHIGAN ADVISORS, LLC | 2 | 2 | 1.47% | 1.75% | 2.03% | Q2 2023 | Q3 2023 | 2 |
Scarborough Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Legacy CG, LLC | 1 | 1 | 0.01% | 1.18% | 2.35% | Q4 2021 | Q2 2022 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q2 2023 | 2 |
Long Run Wealth Advisors, LLC | 2 | 2 | 6.88% | 8.09% | 9.31% | Q2 2023 | Q3 2023 | 2 |
Bensler, LLC | 2 | 2 | 3.66% | 4.42% | 5.19% | Q4 2021 | Q1 2022 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2022 | 2 |
Visionary Wealth Advisors | 2 | 2 | 0.76% | 0.83% | 0.90% | Q2 2023 | Q3 2023 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q1 2020 | 2 |
Crumly & Associates Inc. | 2 | 2 | 0.65% | 0.74% | 0.84% | Q4 2020 | Q1 2021 | 2 |
Commonwealth Financial Services, LLC | 1 | 1 | 2.88% | 2.88% | 2.88% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
CFO4Life, L.P. | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2022 | Q4 2022 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Howard Capital Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Holistic Financial Partners | 1 | 1 | 2.75% | 2.75% | 2.75% | Q2 2023 | Q2 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Covington Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Essex Savings Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
Quaker Wealth Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
Luken Investment Analytics, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q4 2020 | Q4 2020 | 1 |
Andesa Financial Management Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2020 | Q3 2020 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2021 | Q1 2021 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Keystone Wealth Services, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2017 | Q4 2017 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
Clarity Financial LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Cassaday & Co Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2020 | Q1 2020 | 1 |
Curran Financial Partners, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2020 | Q4 2020 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2017 | Q4 2017 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INTEGRAL INVESTMENT ADVISORS, INC. | 1 | 1 | 1.57% | 1.57% | 1.57% | Q4 2021 | Q4 2021 | 1 |
Purus Wealth Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Paladin Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
RiverTree Advisors, LLC | 1 | 1 | 4.80% | 4.80% | 4.80% | Q4 2020 | Q4 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Pitti Group Wealth Management, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2021 | Q4 2021 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GSG Advisors LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Ascension Asset Management LLC | 1 | 1 | 4.76% | 4.76% | 4.76% | Q4 2020 | Q4 2020 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
VIVID FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2020 | Q4 2020 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
MRA Associates USA LLC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q3 2019 | Q3 2019 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Mason & Associates Inc | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2021 | Q4 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 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.