Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
LPL Financial LLC | 21 | 21 | 0.03% | 0.08% | 0.11% | Q3 2018 | Q3 2023 | 21 |
Cambridge Investment Research Advisors, Inc. | 21 | 21 | 0.01% | 0.05% | 0.24% | Q3 2018 | Q3 2023 | 21 |
BANK OF AMERICA CORP /DE/ | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Raymond James Financial Services Advisors, Inc. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Prospera Financial Services Inc | 12 | 8 | 0.02% | 0.11% | 0.54% | Q3 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Janney Montgomery Scott LLC | 19 | 19 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
WESPAC Advisors, LLC | 18 | 18 | 1.31% | 1.98% | 4.66% | Q2 2019 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 18 | 18 | 0.01% | 0.08% | 0.32% | Q2 2019 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
HighTower Advisors, LLC | 18 | 18 | 0.01% | 0.06% | 0.11% | Q2 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 18 | 18 | 0.01% | 0.03% | 0.11% | Q2 2019 | Q3 2023 | 18 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | 17 | 0.00% | 1.68% | 3.70% | Q3 2019 | Q3 2023 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 17 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q3 2023 | 17 |
Northwest Capital Management Inc | 16 | 16 | 0.81% | 4.13% | 7.71% | Q4 2019 | Q3 2023 | 16 |
Chicago Partners Investment Group LLC | 16 | 16 | 0.03% | 0.26% | 0.40% | Q4 2019 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.03% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.00% | 0.66% | 1.31% | Q4 2019 | Q3 2023 | 16 |
MML INVESTORS SERVICES, LLC | 10 | 2 | 0.00% | 0.04% | 0.12% | Q3 2018 | Q3 2023 | 15 |
Gladstone Institutional Advisory LLC | 10 | 5 | 0.03% | 0.30% | 1.88% | Q4 2018 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Citadel Advisors | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
First Heartland Consultants, Inc. | 14 | 14 | 0.08% | 0.51% | 1.45% | Q2 2020 | Q3 2023 | 14 |
Brinker Capital Investments, LLC | 11 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 14 |
Darwin Wealth Management, LLC | 14 | 14 | 2.11% | 3.43% | 3.87% | Q2 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 11 | 3 | 0.00% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 14 |
HighTower Trust Company, N.A. | 14 | 14 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q1 2023 | 14 |
Sigma Planning Corp | 14 | 14 | 0.02% | 0.17% | 0.37% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 13 |
Private Advisor Group, LLC | 12 | 1 | 0.00% | 0.07% | 0.16% | Q2 2020 | Q3 2023 | 13 |
First Pacific Financial | 13 | 13 | 0.53% | 1.22% | 5.18% | Q3 2020 | Q3 2023 | 13 |
IFP Advisors, Inc | 12 | 1 | 0.00% | 0.05% | 0.11% | Q3 2019 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Regal Investment Advisors LLC | 10 | 1 | 0.04% | 0.43% | 0.74% | Q2 2020 | Q3 2023 | 12 |
IAG Wealth Partners, LLC | 12 | 12 | 0.01% | 0.05% | 0.17% | Q4 2019 | Q3 2022 | 12 |
HBK Sorce Advisory LLC | 12 | 12 | 0.03% | 0.45% | 0.59% | Q4 2020 | Q3 2023 | 12 |
COLONY GROUP LLC | 12 | 12 | 0.03% | 0.10% | 0.20% | Q4 2020 | Q3 2023 | 12 |
UBS Group AG | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
Grant/GrossMendelsohn, LLC | 12 | 12 | 0.11% | 0.35% | 0.65% | Q4 2020 | Q3 2023 | 12 |
RAYMOND JAMES & ASSOCIATES | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 9 | 3 | 0.01% | 0.06% | 0.11% | Q3 2018 | Q3 2023 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
M Holdings Securities, Inc. | 9 | 1 | 0.04% | 0.14% | 0.25% | Q3 2018 | Q1 2022 | 12 |
Indie Asset Partners, LLC | 11 | 11 | 0.22% | 0.30% | 0.36% | Q1 2021 | Q3 2023 | 11 |
Steward Partners Investment Advisory, LLC | 11 | 11 | 0.00% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 11 |
LVZ, Inc. | 11 | 11 | 0.06% | 2.14% | 6.50% | Q3 2018 | Q1 2021 | 11 |
CHILDRESS CAPITAL ADVISORS, LLC | 6 | 5 | 0.09% | 0.66% | 1.06% | Q4 2020 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q4 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 11 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.98% | 1.35% | 1.72% | Q2 2020 | Q3 2023 | 11 |
JANICZEK WEALTH MANAGEMENT, LLC | 11 | 11 | 3.81% | 4.80% | 5.79% | Q1 2021 | Q3 2023 | 11 |
TRUIST FINANCIAL CORP | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Wagner Wealth Management, LLC | 10 | 10 | 0.01% | 0.17% | 0.54% | Q2 2021 | Q3 2023 | 10 |
Financial Advocates Investment Management | 10 | 10 | 0.22% | 0.52% | 0.76% | Q2 2021 | Q3 2023 | 10 |
FIRST TRUST ADVISORS LP | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.02% | 0.08% | 0.23% | Q2 2019 | Q1 2023 | 10 |
Walkner Condon Financial Advisors LLC | 8 | 2 | 0.59% | 1.59% | 2.39% | Q1 2021 | Q3 2023 | 10 |
Western Wealth Management, LLC | 8 | 2 | 0.03% | 0.27% | 0.54% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.05% | 1.62% | 2.62% | Q1 2021 | Q3 2023 | 10 |
Q3 Asset Management | 6 | 1 | 0.32% | 0.90% | 1.40% | Q4 2019 | Q3 2023 | 10 |
Rehmann Capital Advisory Group | 10 | 10 | 0.00% | 0.68% | 0.85% | Q2 2021 | Q3 2023 | 10 |
Bridgewater Advisors Inc. | 10 | 10 | 0.15% | 0.31% | 0.79% | Q1 2021 | Q2 2023 | 10 |
NewEdge Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Crumly & Associates Inc. | 10 | 10 | 0.48% | 0.73% | 0.99% | Q2 2021 | Q3 2023 | 10 |
Sterling Manor Financial, LLC | 10 | 10 | 0.21% | 2.21% | 5.69% | Q4 2020 | Q1 2023 | 10 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Mutual Advisors, LLC | 9 | 9 | 0.18% | 0.22% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Cetera Advisors LLC | 6 | 3 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
GeoWealth Management, LLC | 9 | 9 | 0.00% | 0.11% | 0.23% | Q3 2021 | Q3 2023 | 9 |
EWG Elevate Inc. | 8 | 1 | 0.42% | 0.77% | 1.26% | Q2 2021 | Q3 2023 | 9 |
Quantitative Advantage, LLC | 9 | 9 | 0.73% | 1.00% | 1.52% | Q1 2021 | Q1 2023 | 9 |
Main Street Financial Solutions, LLC | 9 | 9 | 0.05% | 0.12% | 0.29% | Q4 2020 | Q4 2022 | 9 |
BlackDiamond Wealth Management, LLC | 8 | 8 | 1.54% | 3.45% | 5.40% | Q4 2021 | Q3 2023 | 8 |
Cetera Advisor Networks LLC | 8 | 8 | 0.04% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Snowden Capital Advisors LLC | 6 | 2 | 0.14% | 0.15% | 0.19% | Q1 2021 | Q1 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.04% | 0.40% | 0.69% | Q4 2021 | Q3 2023 | 8 |
American Portfolios Advisors | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.04% | 0.12% | 0.24% | Q4 2021 | Q3 2023 | 8 |
CWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
VIRIDIAN RIA, LLC | 6 | 2 | 0.08% | 0.15% | 0.27% | Q1 2020 | Q1 2022 | 8 |
Quad-Cities Investment Group, LLC | 8 | 8 | 0.22% | 0.41% | 0.62% | Q4 2021 | Q3 2023 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Stratos Wealth Advisors, LLC | 8 | 8 | 0.22% | 1.10% | 1.64% | Q4 2021 | Q3 2023 | 8 |
Moloney Securities Asset Management, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q1 2023 | 8 |
Tolleson Wealth Management, Inc. | 8 | 8 | 0.49% | 2.38% | 4.94% | Q4 2021 | Q3 2023 | 8 |
Pitti Group Wealth Management, LLC | 8 | 8 | 10.15% | 11.40% | 13.69% | Q4 2021 | Q3 2023 | 8 |
FIFTH THIRD BANCORP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
Atria Investments, Inc | 8 | 8 | 0.03% | 0.16% | 0.37% | Q2 2020 | Q1 2022 | 8 |
FLAGSTAR ADVISORS INC | 8 | 8 | 0.15% | 0.20% | 0.31% | Q4 2021 | Q3 2023 | 8 |
WEDBUSH SECURITIES INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 7 |
DAVENPORT & Co LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
MBE Wealth Management, LLC | 7 | 7 | 1.36% | 1.68% | 1.95% | Q1 2022 | Q3 2023 | 7 |
Madison Asset Management, LLC | 7 | 7 | 0.08% | 0.12% | 0.21% | Q1 2022 | Q3 2023 | 7 |
VICUS CAPITAL | 7 | 7 | 0.71% | 0.90% | 1.03% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
AdvisorNet Financial, Inc | 7 | 7 | 0.08% | 0.13% | 0.17% | Q1 2022 | Q3 2023 | 7 |
BKA Wealth Consulting, Inc. | 7 | 7 | 1.39% | 4.52% | 5.73% | Q1 2022 | Q3 2023 | 7 |
Mariner, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Legacy Capital Wealth Partners, LLC | 7 | 7 | 0.27% | 0.89% | 1.55% | Q1 2022 | Q3 2023 | 7 |
Mattern Wealth Management LLC | 7 | 7 | 0.10% | 2.15% | 4.18% | Q1 2022 | Q3 2023 | 7 |
Strategic Blueprint, LLC | 6 | 1 | 0.01% | 0.10% | 0.21% | Q2 2021 | Q3 2023 | 7 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 7 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.00% | 0.01% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Alta Wealth Advisors LLC | 7 | 7 | 0.18% | 1.12% | 1.81% | Q1 2022 | Q3 2023 | 7 |
HBW ADVISORY SERVICES LLC | 6 | 1 | 0.01% | 0.16% | 0.28% | Q3 2020 | Q3 2023 | 7 |
Blackhawk Capital Partners LLC. | 7 | 7 | 0.50% | 1.01% | 1.75% | Q1 2022 | Q3 2023 | 7 |
Visionary Wealth Advisors | 7 | 7 | 1.24% | 1.97% | 2.46% | Q1 2022 | Q3 2023 | 7 |
Financial Engines Advisors L.L.C. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WHITTIER TRUST CO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
STEPHENS INC /AR/ | 6 | 1 | 0.01% | 0.14% | 0.21% | Q1 2020 | Q1 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Lee Financial Group Hawaii, Inc. | 6 | 6 | 5.13% | 7.15% | 8.42% | Q2 2022 | Q3 2023 | 6 |
Simplicity Solutions, LLC | 3 | 3 | 0.00% | 0.08% | 0.20% | Q4 2019 | Q3 2023 | 6 |
Bensler, LLC | 6 | 6 | 2.66% | 2.80% | 3.05% | Q2 2022 | Q3 2023 | 6 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.05% | 0.12% | Q2 2021 | Q2 2023 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.08% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 6 |
INSPIRION WEALTH ADVISORS, LLC | 6 | 6 | 0.14% | 0.17% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Gradient Investments LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 6 |
OPPENHEIMER & CO INC | 4 | 2 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.02% | 0.06% | 0.15% | Q3 2018 | Q4 2019 | 6 |
Mach-1 Financial Group, LLC | 6 | 6 | 0.06% | 1.41% | 4.02% | Q2 2022 | Q3 2023 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.04% | 0.11% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Virtue Capital Management, LLC | 6 | 6 | 0.24% | 0.27% | 0.34% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Octavia Wealth Advisors, LLC | 6 | 6 | 2.05% | 2.23% | 2.36% | Q2 2022 | Q3 2023 | 6 |
Ellenbecker Investment Group | 6 | 6 | 0.66% | 0.86% | 0.92% | Q2 2022 | Q3 2023 | 6 |
StoneX Group Inc. | 3 | 3 | 0.07% | 0.21% | 0.36% | Q2 2021 | Q3 2023 | 6 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.07% | 0.20% | Q2 2019 | Q3 2023 | 6 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.02% | 0.07% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Baird Financial Group, Inc. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Independent Advisor Alliance | 5 | 1 | 0.01% | 0.07% | 0.35% | Q4 2019 | Q4 2021 | 6 |
Braun-Bostich & Associates Inc. | 6 | 6 | 1.99% | 3.57% | 6.28% | Q1 2022 | Q2 2023 | 6 |
Capital Investment Advisory Services, LLC | 6 | 6 | 0.11% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Claro Advisors LLC | 6 | 6 | 0.10% | 0.21% | 0.42% | Q1 2020 | Q2 2021 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 5 | 0.08% | 0.11% | 0.17% | Q4 2021 | Q4 2022 | 5 |
Stratos Investment Management, LLC | 5 | 5 | 0.15% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Private Advisory Group LLC | 4 | 1 | 0.30% | 0.37% | 0.42% | Q1 2022 | Q2 2023 | 5 |
Clear Creek Financial Management, LLC | 3 | 2 | 0.12% | 0.36% | 0.53% | Q2 2022 | Q3 2023 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.11% | 0.36% | 0.59% | Q3 2022 | Q3 2023 | 5 |
BB&T SECURITIES, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 5 |
Pinnacle Bancorp, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.02% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
EdgeRock Capital LLC | 5 | 5 | 0.54% | 4.08% | 7.33% | Q2 2022 | Q2 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.13% | 0.18% | Q1 2019 | Q3 2020 | 5 |
Financial Futures Ltd Liability Co. | 4 | 1 | 1.30% | 3.06% | 6.18% | Q4 2021 | Q3 2023 | 5 |
Great Point Wealth Advisors, LLC | 5 | 5 | 1.61% | 3.43% | 4.48% | Q3 2022 | Q3 2023 | 5 |
Orion Portfolio Solutions, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
RiverTree Advisors, LLC | 4 | 1 | 5.26% | 6.85% | 8.07% | Q4 2021 | Q1 2023 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Eldridge Investment Advisors, Inc. | 5 | 5 | 0.15% | 0.29% | 0.34% | Q4 2021 | Q4 2022 | 5 |
TRUE Private Wealth Advisors | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2020 | 5 |
Keel Point, LLC | 5 | 5 | 0.11% | 0.15% | 0.19% | Q3 2022 | Q3 2023 | 5 |
TOBIAS FINANCIAL ADVISORS, INC. | 5 | 5 | 0.11% | 0.18% | 0.29% | Q1 2022 | Q1 2023 | 5 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 5 |
Larson Financial Group LLC | 4 | 4 | 2.38% | 2.49% | 2.63% | Q4 2022 | Q3 2023 | 4 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.02% | 0.17% | 0.34% | Q4 2021 | Q3 2023 | 4 |
Triumph Capital Management | 4 | 4 | 0.45% | 1.13% | 1.71% | Q4 2021 | Q3 2022 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.83% | 1.35% | 1.54% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.14% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Daniels&Tansey,LLP | 4 | 4 | 0.86% | 1.07% | 1.32% | Q1 2022 | Q4 2022 | 4 |
Aptus Capital Advisors, LLC | 2 | 1 | 0.00% | 0.11% | 0.44% | Q2 2021 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 4 | 4 | 0.01% | 0.13% | 0.22% | Q4 2020 | Q3 2021 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 4 |
CFO4Life Group, LLC | 4 | 4 | 0.14% | 1.54% | 5.52% | Q4 2022 | Q3 2023 | 4 |
Certified Advisory Corp | 4 | 4 | 0.53% | 0.65% | 0.89% | Q4 2022 | Q3 2023 | 4 |
Sweet Financial Partners, LLC | 4 | 4 | 0.06% | 0.09% | 0.13% | Q2 2022 | Q1 2023 | 4 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.06% | 0.16% | Q3 2022 | Q3 2023 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
TMD Wealth Management, LLC | 4 | 4 | 0.12% | 0.16% | 0.21% | Q2 2021 | Q1 2022 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.93% | 1.10% | 1.43% | Q1 2022 | Q4 2022 | 4 |
PFG Advisors | 4 | 4 | 0.02% | 0.15% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 0.19% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
CAPTRUST FINANCIAL ADVISORS | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 4 |
Bridgeworth, LLC | 4 | 4 | 0.17% | 0.21% | 0.28% | Q4 2022 | Q3 2023 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 2.55% | 3.01% | 3.55% | Q4 2022 | Q3 2023 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
PRIVATE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.34% | 0.46% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.04% | 0.58% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Csenge Advisory Group | 4 | 4 | 0.97% | 1.37% | 1.71% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 4 | 4 | 0.02% | 0.12% | 0.17% | Q1 2022 | Q4 2022 | 4 |
O'Connor Financial Group LLC | 3 | 3 | 2.69% | 2.70% | 2.71% | Q1 2023 | Q3 2023 | 3 |
WINTRUST INVESTMENTS LLC | 3 | 3 | 0.89% | 0.93% | 0.96% | Q1 2023 | Q3 2023 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.18% | 1.79% | 5.00% | Q1 2023 | Q3 2023 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.16% | 0.34% | 0.68% | Q3 2022 | Q1 2023 | 3 |
PARK NATIONAL CORP /OH/ | 3 | 3 | 0.13% | 0.34% | 0.50% | Q2 2023 | Q4 2023 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.18% | 1.02% | 2.59% | Q2 2022 | Q3 2023 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 3 |
Fi3 FINANCIAL ADVISORS, LLC | 2 | 1 | 1.92% | 2.21% | 2.72% | Q2 2022 | Q1 2023 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 3 | 0.03% | 0.10% | 0.25% | Q1 2022 | Q3 2022 | 3 |
Total Wealth Planning, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.21% | 0.25% | 0.30% | Q1 2023 | Q3 2023 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.14% | 0.18% | 0.20% | Q2 2022 | Q4 2022 | 3 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 2 | 1 | 0.31% | 0.41% | 0.60% | Q4 2021 | Q3 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 3 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.33% | 0.40% | 0.45% | Q1 2023 | Q3 2023 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FAGAN ASSOCIATES, INC. | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Authentikos Wealth Advisory, LLC | 3 | 3 | 1.29% | 1.41% | 1.55% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.00% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 3 |
B. Riley Wealth Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
IFG Advisory, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Purus Wealth Management, LLC | 2 | 2 | 0.23% | 0.38% | 0.52% | Q3 2021 | Q4 2021 | 2 |
COLUMBIA ADVISORY PARTNERS LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
True Capital Management | 2 | 2 | 0.22% | 0.27% | 0.33% | Q4 2022 | Q1 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Wright Fund Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.48% | 0.49% | 0.50% | Q2 2023 | Q3 2023 | 2 |
ACG Wealth | 2 | 2 | 0.40% | 0.42% | 0.44% | Q3 2018 | Q4 2018 | 2 |
SlateStone Wealth, LLC | 2 | 2 | 1.75% | 1.99% | 2.22% | Q2 2023 | Q3 2023 | 2 |
Stephens Consulting, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Private Portfolio Partners LLC | 2 | 2 | 0.08% | 0.17% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 1.17% | 1.19% | 1.20% | Q2 2023 | Q3 2023 | 2 |
Rockefeller Capital Management L.P. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 2 |
Horan Securities, Inc. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Donald L. Hagan, LLC | 2 | 2 | 1.47% | 1.68% | 1.88% | Q3 2018 | Q4 2018 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q1 2022 | 2 |
Imprint Wealth LLC | 2 | 2 | 0.16% | 0.20% | 0.24% | Q2 2023 | Q3 2023 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Navalign, LLC | 2 | 2 | 0.09% | 0.19% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.30% | 0.45% | 0.59% | Q2 2023 | Q3 2023 | 2 |
Atlas Private Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
ERn Financial, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
XML Financial, LLC | 2 | 2 | 0.54% | 0.67% | 0.80% | Q2 2023 | Q3 2023 | 2 |
CFO4Life, L.P. | 1 | 1 | 5.52% | 5.52% | 5.52% | Q4 2022 | Q4 2022 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Cherry Creek Investment Advisors, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Goodman Advisory Group, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2023 | Q3 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TruWealth Advisors, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NorthLanding Financial Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Advisor Resource Council | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2023 | Q3 2023 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
BMS Financial Advisors, LLC | 1 | 1 | 2.54% | 2.54% | 2.54% | Q2 2023 | Q2 2023 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
GSG Advisors LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PCG Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Truadvice, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CITIGROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Curran Financial Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 3.10% | 3.10% | 3.10% | Q3 2023 | Q3 2023 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ergawealth Advisors, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 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.