Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CWM, LLC | 10 | 8 | 0.01% | 0.01% | 0.08% | Q1 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 16 | 16 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisor Networks LLC | 14 | 14 | 0.00% | 0.02% | 0.08% | Q2 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 13 | 13 | 0.01% | 0.02% | 0.07% | Q3 2020 | Q3 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Cambridge Investment Research Advisors, Inc. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Cetera Advisors LLC | 13 | 13 | 0.02% | 0.04% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Great Diamond Partners, LLC | 12 | 12 | 0.99% | 1.43% | 1.92% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Regal Investment Advisors LLC | 10 | 1 | 0.76% | 0.82% | 0.98% | Q2 2020 | Q3 2023 | 12 |
Grant Street Asset Management, Inc. | 8 | 3 | 0.05% | 0.19% | 0.41% | Q4 2020 | Q3 2023 | 11 |
MORGAN STANLEY | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.15% | 0.25% | Q1 2021 | Q3 2023 | 10 |
Fragasso Group Inc. | 10 | 10 | 0.15% | 0.17% | 0.21% | Q3 2021 | Q4 2023 | 10 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 9 | 9 | 0.54% | 1.00% | 1.19% | Q3 2021 | Q3 2023 | 9 |
Virtue Capital Management, LLC | 9 | 9 | 0.09% | 0.10% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Mutual Advisors, LLC | 9 | 9 | 0.02% | 0.06% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Archer Investment Corp | 9 | 9 | 0.04% | 0.40% | 0.59% | Q3 2021 | Q3 2023 | 9 |
BEACON FINANCIAL GROUP | 9 | 9 | 0.62% | 1.09% | 1.28% | Q3 2021 | Q3 2023 | 9 |
Capital Investment Advisory Services, LLC | 7 | 2 | 0.00% | 0.17% | 0.69% | Q1 2020 | Q3 2023 | 9 |
Sloy Dahl & Holst, LLC | 9 | 9 | 0.21% | 0.26% | 0.40% | Q3 2021 | Q3 2023 | 9 |
Truadvice, LLC | 5 | 4 | 0.10% | 0.41% | 0.74% | Q3 2020 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
American Portfolios Advisors | 9 | 9 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2022 | 9 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
MML INVESTORS SERVICES, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
ROYAL BANK OF CANADA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Main Street Financial Solutions, LLC | 9 | 9 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Integrated Advisors Network LLC | 9 | 9 | 0.16% | 0.18% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Marshall Financial Group LLC | 8 | 8 | 0.08% | 0.16% | 0.35% | Q4 2021 | Q3 2023 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.34% | 0.36% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Kingsview Wealth Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 8 |
Sunbelt Securities, Inc. | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
OLD MISSION CAPITAL LLC | 6 | 2 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q1 2023 | 8 |
Sowell Financial Services LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 8 |
Karp Capital Management Corp | 8 | 8 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q2 2022 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 1.66% | 2.03% | 2.40% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 1.14% | 1.36% | 2.27% | Q4 2021 | Q3 2023 | 8 |
Sigma Planning Corp | 8 | 8 | 0.01% | 0.24% | 0.95% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.08% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 7 |
Legacy Private Trust Co. | 6 | 1 | 0.03% | 0.10% | 0.15% | Q4 2020 | Q3 2022 | 7 |
StoneX Group Inc. | 7 | 7 | 0.08% | 0.13% | 0.20% | Q2 2020 | Q4 2021 | 7 |
AdvisorNet Financial, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Cypress Wealth Services, LLC | 3 | 1 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 6 |
LPL Financial LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bouchey Financial Group Ltd | 5 | 1 | 0.05% | 0.45% | 2.38% | Q3 2021 | Q3 2023 | 6 |
UBS Group AG | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
Harvest Investment Services, LLC | 6 | 6 | 0.21% | 0.29% | 0.37% | Q3 2020 | Q4 2021 | 6 |
MGO ONE SEVEN LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 6 |
Raymond James Financial Services Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 6 |
Aurora Private Wealth, Inc. | 6 | 6 | 0.10% | 0.51% | 0.77% | Q2 2022 | Q3 2023 | 6 |
WEDBUSH SECURITIES INC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.09% | 0.13% | Q3 2021 | Q3 2022 | 5 |
FLAGSTAR ADVISORS INC | 5 | 5 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Atria Investments, Inc | 2 | 1 | 0.02% | 0.08% | 0.28% | Q1 2020 | Q4 2022 | 5 |
Rockefeller Capital Management L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CreativeOne Wealth, LLC | 3 | 2 | 0.03% | 0.12% | 0.38% | Q2 2022 | Q3 2023 | 5 |
SeaCrest Wealth Management, LLC | 5 | 5 | 0.08% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Steward Partners Investment Advisory, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 5 |
Valtinson Bruner Financial Planning LLC | 5 | 5 | 2.03% | 2.09% | 2.12% | Q3 2022 | Q3 2023 | 5 |
Orion Portfolio Solutions, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
STEPHENS INC /AR/ | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Santori & Peters, Inc. | 3 | 1 | 0.11% | 0.12% | 0.12% | Q3 2021 | Q2 2023 | 5 |
TRUIST FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Octavia Wealth Advisors, LLC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.05% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
RAYMOND JAMES & ASSOCIATES | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HBK Sorce Advisory LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
EPG Wealth Management LLC | 5 | 5 | 0.03% | 0.05% | 0.12% | Q3 2022 | Q3 2023 | 5 |
PRW Wealth Management LLC | 3 | 2 | 0.37% | 1.87% | 3.20% | Q4 2020 | Q1 2022 | 5 |
McKinley Carter Wealth Services, Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Prospera Financial Services Inc | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 4 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.11% | 0.30% | 0.62% | Q3 2020 | Q3 2021 | 4 |
Laidlaw Wealth Management LLC | 4 | 4 | 0.11% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Sage Capital Advisors,llc | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2022 | Q3 2023 | 4 |
1776 Wealth LLC | 4 | 4 | 0.37% | 0.41% | 0.47% | Q4 2022 | Q3 2023 | 4 |
USCA RIA LLC | 4 | 4 | 0.20% | 0.20% | 0.21% | Q3 2020 | Q2 2021 | 4 |
Integrated Wealth Concepts LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.22% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Strategic Blueprint, LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 4 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.12% | 0.97% | 2.59% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.00% | 0.05% | 0.07% | Q3 2021 | Q2 2022 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 1 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q4 2022 | 3 |
Hanlon Investment Management, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.17% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Allen Capital Group, LLC | 2 | 1 | 1.90% | 2.60% | 3.51% | Q3 2022 | Q2 2023 | 3 |
Kovack Advisors, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
GeoWealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Lion Street Advisors, LLC | 3 | 3 | 0.15% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
U.S. Capital Wealth Advisors, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q3 2021 | Q1 2022 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Epic Trust Investment Advisors, LLC | 2 | 1 | 0.30% | 0.63% | 1.28% | Q4 2021 | Q3 2023 | 3 |
BCGM Wealth Management, LLC | 3 | 3 | 0.17% | 0.18% | 0.18% | Q1 2023 | Q3 2023 | 3 |
First Heartland Consultants, Inc. | 2 | 1 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.09% | 0.15% | 0.20% | Q1 2020 | Q3 2023 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CALTON & ASSOCIATES, INC. | 3 | 3 | 0.07% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Legacy CG, LLC | 1 | 1 | 0.02% | 1.64% | 3.27% | Q4 2021 | Q2 2022 | 2 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q4 2022 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
MBL Wealth, LLC | 2 | 2 | 1.15% | 1.41% | 1.66% | Q2 2023 | Q3 2023 | 2 |
Advisor Resource Council | 2 | 2 | 0.71% | 0.76% | 0.80% | Q2 2023 | Q3 2023 | 2 |
Mason & Associates Inc | 2 | 2 | 5.70% | 5.91% | 6.11% | Q2 2023 | Q3 2023 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Maltin Wealth Management, Inc. | 2 | 2 | 1.30% | 1.37% | 1.44% | Q2 2023 | Q3 2023 | 2 |
Naviter Wealth, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
FIRST TRUST ADVISORS LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.10% | 0.14% | 0.17% | Q2 2023 | Q3 2023 | 2 |
RPg Family Wealth Advisory, LLC | 2 | 2 | 0.50% | 0.51% | 0.52% | Q2 2020 | Q3 2020 | 2 |
Arkadios Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Advance Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WELLS FARGO & COMPANY/MN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2020 | Q3 2020 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SOA Wealth Advisors, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cambridge Advisors Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
AIFG Consultants Ltd. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2023 | Q2 2023 | 1 |
Advisor Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2022 | Q3 2022 | 1 |
Vantage Financial Partners Ltd., Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 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.