Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Koshinski Asset Management, Inc. | 16 | 16 | 0.03% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 16 |
GILL CAPITAL PARTNERS, LLC | 9 | 1 | 0.38% | 0.86% | 1.38% | Q4 2018 | Q4 2023 | 16 |
HighTower Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
IFP Advisors, Inc | 16 | 16 | 0.00% | 0.02% | 0.12% | Q4 2019 | Q3 2023 | 16 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
RETIREMENT INCOME SOLUTIONS, INC | 16 | 16 | 0.18% | 0.28% | 0.42% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BAILARD, INC. | 14 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Bedel Financial Consulting, Inc. | 15 | 15 | 0.08% | 0.14% | 0.19% | Q4 2019 | Q2 2023 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Cambridge Investment Research Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Valtinson Bruner Financial Planning LLC | 8 | 7 | 0.12% | 3.71% | 14.22% | Q4 2019 | Q3 2023 | 15 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 14 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.19% | 0.58% | Q3 2020 | Q3 2023 | 13 |
Penserra Capital Management LLC | 13 | 13 | 0.07% | 0.22% | 0.46% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.04% | 0.15% | Q4 2019 | Q3 2023 | 12 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.65% | 0.86% | 1.13% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.19% | 0.32% | 0.43% | Q4 2020 | Q3 2023 | 12 |
MORGAN STANLEY | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
UBS Group AG | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.01% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
American Portfolios Advisors | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.07% | 0.17% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Truadvice, LLC | 11 | 11 | 0.17% | 0.58% | 1.04% | Q1 2021 | Q3 2023 | 11 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Moors & Cabot, Inc. | 10 | 10 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Trek Financial, LLC | 6 | 4 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Cetera Investment Advisers | 8 | 1 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Clay Northam Wealth Management, LLC | 8 | 8 | 0.21% | 0.30% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Clearstead Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 8 | 8 | 0.11% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Lineweaver Wealth Advisors, LLC | 6 | 2 | 0.08% | 0.23% | 0.38% | Q4 2020 | Q1 2023 | 8 |
ALLIANCEBERNSTEIN L.P. | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Better Money Decisions, LLC | 8 | 8 | 0.53% | 0.86% | 1.12% | Q1 2021 | Q4 2022 | 8 |
Wealthquest Corp | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
CRA Financial Services, LLC | 8 | 8 | 0.24% | 0.68% | 1.33% | Q4 2021 | Q3 2023 | 8 |
AE Wealth Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BCS Wealth Management | 8 | 8 | 0.43% | 0.53% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Pillar Wealth Advisors, LLC | 8 | 8 | 2.56% | 2.75% | 3.07% | Q4 2021 | Q3 2023 | 8 |
Cetera Advisors LLC | 8 | 8 | 0.02% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Orion Capital Management LLC | 8 | 8 | 0.07% | 0.32% | 0.59% | Q4 2021 | Q3 2023 | 8 |
MML INVESTORS SERVICES, LLC | 7 | 1 | 0.00% | 0.02% | 0.10% | Q2 2020 | Q3 2023 | 8 |
Janney Montgomery Scott LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Sunbelt Securities, Inc. | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MAI Capital Management | 8 | 8 | 0.02% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
LINCOLN NATIONAL CORP | 8 | 8 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Covington Capital Management | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
InterOcean Capital Group, LLC | 8 | 8 | 0.04% | 0.12% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Archer Investment Corp | 8 | 8 | 0.01% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CITY HOLDING CO | 8 | 8 | 0.07% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Sutton Wealth Advisors Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 8 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Kistler-Tiffany Companies, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Advisory Alpha, LLC | 7 | 7 | 0.05% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 7 |
CORRADO ADVISORS, LLC | 7 | 7 | 0.85% | 1.00% | 1.19% | Q4 2021 | Q2 2023 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.01% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Berkshire Money Management, Inc. | 4 | 3 | 0.07% | 0.63% | 0.78% | Q4 2021 | Q3 2023 | 7 |
Keystone Wealth Services, LLC | 4 | 3 | 0.60% | 1.30% | 1.95% | Q4 2021 | Q3 2023 | 7 |
Diligent Investors, LLC | 7 | 7 | 0.27% | 0.32% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Raymond James Financial Services Advisors, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 6 |
Brookstone Capital Management | 4 | 2 | 0.06% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 6 |
ROYAL BANK OF CANADA | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Nikulski Financial, Inc. | 6 | 6 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q1 2023 | 6 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Kathmere Capital Management, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q2 2021 | 5 |
WealthPLAN Partners, LLC | 3 | 2 | 0.02% | 0.16% | 0.36% | Q3 2021 | Q1 2023 | 5 |
IFS Advisors, LLC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q4 2023 | 5 |
Weaver Consulting Group | 3 | 2 | 0.01% | 0.27% | 0.68% | Q1 2020 | Q1 2023 | 5 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 3 | 2 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.13% | 0.15% | 0.19% | Q4 2021 | Q4 2022 | 5 |
Visionary Wealth Advisors | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 5 | 0.01% | 0.09% | 0.42% | Q4 2021 | Q4 2022 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Castle Rock Wealth Management, LLC | 4 | 1 | 0.07% | 0.27% | 0.40% | Q3 2021 | Q3 2023 | 5 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q3 2021 | 4 |
Sugarloaf Wealth Management, LLC | 4 | 4 | 0.24% | 0.25% | 0.26% | Q4 2022 | Q3 2023 | 4 |
WealthPlan Investment Management, LLC | 3 | 1 | 0.01% | 0.10% | 0.36% | Q1 2022 | Q1 2023 | 4 |
Ausdal Financial Partners, Inc. | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
SFMG, LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
John W. Brooker & Co., CPAs | 4 | 4 | 0.22% | 0.48% | 0.88% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Wealth Management Group, Inc. | 4 | 4 | 0.28% | 0.34% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Global Strategic Investment Solutions, LLC | 4 | 4 | 0.07% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Global Trust Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Steward Partners Investment Advisory, LLC | 4 | 4 | 0.01% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
CENTAURUS FINANCIAL, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.47% | 0.49% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 4 | 4 | 0.44% | 1.09% | 3.02% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Congress Wealth Management LLC / DE / | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KFG WEALTH MANAGEMENT, LLC | 4 | 4 | 0.42% | 0.70% | 1.21% | Q4 2022 | Q3 2023 | 4 |
WPWealth LLP | 4 | 4 | 0.77% | 0.99% | 1.41% | Q4 2022 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BECK CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Main Street Financial Solutions, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Stuart Chaussee & Associates, Inc. | 4 | 4 | 30.85% | 46.25% | 62.32% | Q4 2022 | Q3 2023 | 4 |
Crown Wealth Group, LLC | 4 | 4 | 0.80% | 0.97% | 1.22% | Q4 2022 | Q3 2023 | 4 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 4 | 4 | 0.02% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
WorthPointe, LLC | 4 | 4 | 0.16% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Capital Management ULC | 4 | 4 | 0.13% | 0.25% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
RAYMOND JAMES & ASSOCIATES | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
LPL Financial LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Alaska Wealth Advisors | 4 | 4 | 0.44% | 0.44% | 0.45% | Q4 2020 | Q3 2021 | 4 |
Somerset Trust Co | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
HAZLETT, BURT & WATSON, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Wealth Alliance | 4 | 4 | 0.26% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Csenge Advisory Group | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.71% | 0.72% | 0.73% | Q1 2023 | Q3 2023 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Creative Planning | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Outlook Wealth Advisors, LLC | 3 | 3 | 0.33% | 2.14% | 3.06% | Q1 2023 | Q3 2023 | 3 |
PFS Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 3 | 0.20% | 0.22% | 0.23% | Q4 2019 | Q2 2020 | 3 |
Capital Asset Advisory Services LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Frisch Financial Group, Inc. | 2 | 1 | 0.18% | 0.26% | 0.35% | Q4 2021 | Q1 2023 | 3 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q1 2021 | 3 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
tru Independence LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Strategic Wealth Partners Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Financial Architects, Inc | 3 | 3 | 0.29% | 0.29% | 0.30% | Q4 2022 | Q2 2023 | 3 |
RESTON WEALTH MANAGEMENT LLC | 3 | 3 | 0.19% | 0.20% | 0.20% | Q4 2022 | Q2 2023 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
AVALON CAPITAL MANAGEMENT | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Sageworth Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
INTEGRAL INVESTMENT ADVISORS, INC. | 2 | 2 | 0.28% | 0.34% | 0.40% | Q1 2023 | Q2 2023 | 2 |
Requisite Capital Management, LLC | 2 | 2 | 8.72% | 8.84% | 8.97% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 2 | 2 | 11.36% | 11.60% | 11.84% | Q2 2020 | Q3 2020 | 2 |
Guild Investment Management, Inc. | 2 | 2 | 2.03% | 2.19% | 2.35% | Q4 2022 | Q1 2023 | 2 |
CHOREO, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
CYPRESS FINANCIAL PLANNING LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q2 2023 | 2 |
Maltin Wealth Management, Inc. | 2 | 2 | 0.83% | 0.85% | 0.87% | Q1 2021 | Q2 2021 | 2 |
Sigma Planning Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
WELLS FARGO & COMPANY/MN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
RFG Advisory, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Stearns Financial Services Group | 2 | 2 | 0.02% | 0.24% | 0.45% | Q4 2019 | Q1 2020 | 2 |
Soltis Investment Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q4 2021 | Q1 2022 | 2 |
Tradition Wealth Management, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q2 2021 | 2 |
Krilogy Financial LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Integrity Financial Corp /WA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2023 | Q4 2023 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LaSalle St. Investment Advisors, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Bouchey Financial Group Ltd | 1 | 1 | 1.93% | 1.93% | 1.93% | Q4 2021 | Q4 2021 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Advisor Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Cerity Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ROVIN CAPITAL /UT/ /ADV | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Range Financial Group LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2022 | Q4 2022 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
McAlister, Sweet & Associates, Inc. | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2023 | Q4 2023 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own INNOVATOR ETFS TR or have owned INNOVATOR ETFS TR in the past.