Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 19 | 0.00% | 0.03% | 0.11% | Q1 2019 | Q3 2023 | 19 |
Nikulski Financial, Inc. | 18 | 18 | 0.19% | 0.28% | 0.46% | Q2 2019 | Q3 2023 | 18 |
WealthPLAN Partners, LLC | 9 | 4 | 0.08% | 0.19% | 0.43% | Q4 2018 | Q4 2023 | 18 |
BECK CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.27% | 0.46% | 0.87% | Q2 2019 | Q3 2023 | 18 |
HighTower Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Geneos Wealth Management Inc. | 10 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 17 |
Berkshire Money Management, Inc. | 17 | 17 | 0.06% | 0.83% | 10.39% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 16 | 16 | 0.02% | 0.07% | 0.11% | Q3 2019 | Q2 2023 | 16 |
Koshinski Asset Management, Inc. | 9 | 1 | 0.06% | 0.10% | 0.34% | Q2 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 15 |
LINCOLN NATIONAL CORP | 12 | 3 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 15 |
LPL Financial LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Pensionmark Financial Group, LLC | 14 | 14 | 0.50% | 0.57% | 0.68% | Q2 2020 | Q3 2023 | 14 |
Alera Investment Advisors, LLC | 13 | 1 | 0.02% | 0.09% | 0.13% | Q1 2019 | Q3 2023 | 14 |
MORGAN STANLEY | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
American Portfolios Advisors | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2022 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Advisory Services Network, LLC | 10 | 2 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 14 |
Weaver Consulting Group | 8 | 2 | 0.19% | 0.87% | 1.47% | Q1 2019 | Q3 2023 | 13 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 13 | 13 | 0.06% | 0.31% | 0.58% | Q3 2020 | Q3 2023 | 13 |
Stratos Wealth Advisors, LLC | 13 | 13 | 0.03% | 0.10% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Cetera Advisor Networks LLC | 7 | 6 | 0.01% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Elmwood Wealth Management, Inc. | 8 | 1 | 1.06% | 1.50% | 2.69% | Q4 2019 | Q3 2023 | 13 |
Janney Montgomery Scott LLC | 10 | 3 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Penserra Capital Management LLC | 13 | 13 | 0.07% | 0.23% | 0.47% | Q3 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
UBS Group AG | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.14% | 0.71% | 1.40% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Chicago Partners Investment Group LLC | 10 | 2 | 0.03% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 12 |
CORRADO ADVISORS, LLC | 7 | 5 | 0.14% | 0.20% | 0.67% | Q3 2020 | Q3 2023 | 12 |
TFO Wealth Partners, LLC | 12 | 12 | 0.03% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Bellwether Advisors, LLC | 9 | 2 | 0.04% | 0.65% | 1.56% | Q4 2020 | Q3 2023 | 11 |
Sigma Planning Corp | 10 | 1 | 0.01% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 11 |
Fragasso Group Inc. | 11 | 11 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q4 2023 | 11 |
Valtinson Bruner Financial Planning LLC | 7 | 2 | 0.11% | 0.56% | 1.02% | Q3 2019 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.02% | 0.23% | 0.40% | Q4 2020 | Q3 2023 | 11 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Sutton Wealth Advisors Inc. | 10 | 10 | 0.04% | 0.08% | 0.21% | Q2 2021 | Q3 2023 | 10 |
GILL CAPITAL PARTNERS, LLC | 8 | 2 | 0.18% | 0.64% | 0.83% | Q2 2021 | Q4 2023 | 10 |
Mutual Advisors, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
BCS Wealth Management | 10 | 10 | 0.28% | 0.44% | 0.58% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.07% | 0.17% | Q1 2021 | Q3 2023 | 10 |
NEXT Financial Group, Inc | 6 | 4 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2021 | 10 |
ALLIANCEBERNSTEIN L.P. | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.02% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 10 |
Archer Investment Corp | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Valmark Advisers, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Sugarloaf Wealth Management, LLC | 9 | 9 | 0.02% | 0.06% | 0.12% | Q3 2021 | Q3 2023 | 9 |
MML INVESTORS SERVICES, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
WOLVERINE TRADING, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.03% | 0.10% | Q2 2021 | Q3 2023 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 9 | 0.00% | 0.01% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Cetera Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 9 |
DHJJ Financial Advisors, Ltd. | 9 | 9 | 0.19% | 0.25% | 0.29% | Q3 2021 | Q3 2023 | 9 |
XML Financial, LLC | 5 | 1 | 0.06% | 0.37% | 1.14% | Q4 2019 | Q3 2023 | 9 |
Well Done, LLC | 9 | 9 | 0.17% | 0.24% | 0.28% | Q3 2019 | Q3 2021 | 9 |
Vishria Bird Financial Group, LLC | 9 | 9 | 0.13% | 0.17% | 0.19% | Q3 2021 | Q3 2023 | 9 |
ROYAL BANK OF CANADA | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
AE Wealth Management LLC | 9 | 9 | 0.00% | 0.09% | 0.21% | Q3 2021 | Q3 2023 | 9 |
Clearstead Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q2 2021 | 8 |
U.S. Capital Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.04% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Marcum Wealth, LLC | 5 | 3 | 0.03% | 0.58% | 1.67% | Q2 2020 | Q3 2023 | 8 |
RETIREMENT GUYS FORMULA LLC | 8 | 8 | 0.14% | 0.21% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Caprock Group, LLC | 6 | 2 | 0.02% | 0.54% | 0.88% | Q2 2021 | Q3 2023 | 8 |
Diligent Investors, LLC | 8 | 8 | 0.12% | 0.18% | 0.28% | Q4 2021 | Q3 2023 | 8 |
RETIREMENT INCOME SOLUTIONS, INC | 8 | 8 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Pillar Wealth Advisors, LLC | 8 | 8 | 0.37% | 1.15% | 1.56% | Q4 2021 | Q3 2023 | 8 |
Castle Rock Wealth Management, LLC | 7 | 7 | 0.16% | 0.20% | 0.27% | Q1 2022 | Q3 2023 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 1 | 0.04% | 0.81% | 4.71% | Q2 2021 | Q3 2023 | 7 |
Strategic Blueprint, LLC | 5 | 2 | 0.02% | 0.16% | 0.25% | Q4 2021 | Q3 2023 | 7 |
Clay Northam Wealth Management, LLC | 6 | 1 | 0.22% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 7 |
Lineweaver Wealth Advisors, LLC | 6 | 1 | 0.14% | 0.51% | 0.62% | Q2 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Raymond James Financial Services Advisors, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
Covington Capital Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.38% | 0.62% | 1.02% | Q1 2022 | Q4 2023 | 7 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.33% | 0.35% | 0.38% | Q2 2022 | Q3 2023 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Delta Investment Management, LLC | 6 | 6 | 0.90% | 1.85% | 4.38% | Q2 2022 | Q3 2023 | 6 |
Wealth Alliance | 6 | 6 | 0.09% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Brookstone Capital Management | 6 | 6 | 0.02% | 0.30% | 0.67% | Q2 2022 | Q3 2023 | 6 |
V Wealth Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q2 2023 | 6 |
AdvisorNet Financial, Inc | 5 | 1 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 6 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 1 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q2 2022 | 6 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 6 |
Larson Financial Group LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 6 |
Patriot Financial Group Insurance Agency, LLC | 4 | 2 | 0.02% | 0.06% | 0.20% | Q3 2021 | Q3 2023 | 6 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Capital Analysts, LLC | 3 | 2 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 5 |
PFG Advisors | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
CYPRESS FINANCIAL PLANNING LLC | 3 | 2 | 0.16% | 0.18% | 0.21% | Q2 2022 | Q3 2023 | 5 |
Global Strategic Investment Solutions, LLC | 5 | 5 | 0.16% | 0.40% | 0.56% | Q3 2022 | Q3 2023 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Wealth Management Solutions, LLC | 5 | 5 | 0.23% | 0.27% | 0.31% | Q3 2022 | Q3 2023 | 5 |
Cedar Brook Financial Partners, LLC | 5 | 5 | 0.08% | 0.16% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Ausdal Financial Partners, Inc. | 4 | 1 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 5 |
RAYMOND JAMES & ASSOCIATES | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Advisory Alpha, LLC | 4 | 1 | 0.07% | 0.13% | 0.26% | Q3 2021 | Q3 2023 | 5 |
WorthPointe, LLC | 5 | 5 | 1.14% | 1.31% | 1.47% | Q3 2022 | Q3 2023 | 5 |
Steward Partners Investment Advisory, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Visionary Wealth Advisors | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Compass Advisory Group LLC | 2 | 1 | 0.23% | 4.33% | 7.55% | Q2 2021 | Q3 2023 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
McAdam, LLC | 3 | 2 | 0.11% | 0.23% | 0.27% | Q2 2022 | Q3 2023 | 5 |
MAI Capital Management | 2 | 1 | 0.00% | 0.03% | 0.11% | Q1 2022 | Q3 2023 | 5 |
Retirement Planning Group, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
CITY HOLDING CO | 5 | 5 | 0.01% | 0.12% | 0.29% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.19% | 0.22% | 0.25% | Q4 2021 | Q4 2022 | 5 |
Trek Financial, LLC | 5 | 5 | 0.03% | 0.04% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Outlook Wealth Advisors, LLC | 5 | 5 | 0.55% | 1.53% | 2.36% | Q3 2022 | Q3 2023 | 5 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 3 | 1 | 0.15% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 4 |
CreativeOne Wealth, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 4 |
Financial Services Advisory Inc | 4 | 4 | 1.66% | 2.08% | 2.45% | Q4 2022 | Q3 2023 | 4 |
STEPHENS INC /AR/ | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 4 |
Financial Architects, Inc | 4 | 4 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q2 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
FormulaFolio Investments, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q1 2020 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Betterment LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Crown Wealth Group, LLC | 4 | 4 | 0.30% | 0.84% | 1.25% | Q2 2022 | Q1 2023 | 4 |
My Personal CFO, LLC | 4 | 4 | 0.08% | 0.18% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Neuberger Berman Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Capital Asset Advisory Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Cardinal Point Capital Management ULC | 4 | 4 | 0.15% | 0.29% | 0.41% | Q4 2022 | Q3 2023 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ALTFEST L J & CO INC | 4 | 4 | 0.09% | 0.73% | 2.64% | Q4 2022 | Q3 2023 | 4 |
Applied Capital LLC | 2 | 2 | 0.13% | 0.19% | 0.25% | Q1 2022 | Q3 2023 | 4 |
Truadvice, LLC | 4 | 4 | 0.06% | 0.11% | 0.24% | Q4 2020 | Q3 2021 | 4 |
MBL Wealth, LLC | 4 | 4 | 0.03% | 0.11% | 0.32% | Q4 2022 | Q3 2023 | 4 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Advisor Group, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 1 | 0.03% | 0.08% | 0.16% | Q2 2020 | Q4 2022 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
CENTAURUS FINANCIAL, INC. | 3 | 3 | 0.03% | 0.11% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Range Financial Group LLC | 2 | 1 | 0.36% | 3.88% | 10.86% | Q3 2022 | Q3 2023 | 3 |
M Holdings Securities, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
BANK OF MONTREAL /CAN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.04% | 0.07% | Q1 2023 | Q3 2023 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
KFG WEALTH MANAGEMENT, LLC | 2 | 1 | 0.17% | 0.51% | 1.12% | Q4 2022 | Q3 2023 | 3 |
LaSalle St. Investment Advisors, LLC | 3 | 3 | 0.35% | 0.38% | 0.41% | Q1 2023 | Q3 2023 | 3 |
WPWealth LLP | 2 | 1 | 0.11% | 0.27% | 0.50% | Q4 2022 | Q3 2023 | 3 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.03% | 0.09% | Q1 2020 | Q3 2021 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.02% | 0.13% | 0.22% | Q4 2020 | Q2 2021 | 3 |
CWM, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 3 |
Round Table Services, LLC | 3 | 3 | 0.12% | 0.24% | 0.31% | Q3 2019 | Q1 2020 | 3 |
Strategic Wealth Partners Group, LLC | 3 | 3 | 0.02% | 0.65% | 1.03% | Q1 2023 | Q3 2023 | 3 |
SG Americas Securities, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BLAIR WILLIAM & CO/IL | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Transform Wealth, LLC | 3 | 3 | 0.03% | 1.91% | 3.37% | Q3 2021 | Q1 2022 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
55I, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Ascent Wealth Partners, LLC | 2 | 1 | 0.06% | 1.01% | 2.42% | Q3 2022 | Q3 2023 | 3 |
S.C. Financial Services, Inc. | 3 | 3 | 0.52% | 0.67% | 0.80% | Q2 2022 | Q4 2022 | 3 |
North Star Investment Management Corp. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Certified Advisory Corp | 2 | 2 | 0.20% | 0.27% | 0.33% | Q2 2023 | Q3 2023 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2023 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.12% | 0.79% | 1.46% | Q4 2022 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 1.19% | 1.28% | 1.36% | Q4 2021 | Q1 2022 | 2 |
InterOcean Capital, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
Cypress Wealth Services, LLC | 2 | 2 | 0.06% | 0.20% | 0.33% | Q2 2023 | Q3 2023 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.44% | 0.47% | 0.51% | Q2 2020 | Q3 2020 | 2 |
Silicon Hills Wealth Management, LLC | 2 | 2 | 2.98% | 3.15% | 3.32% | Q4 2019 | Q1 2020 | 2 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.35% | 0.45% | 0.55% | Q2 2023 | Q3 2023 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CRA Financial Services, LLC | 2 | 2 | 0.22% | 0.44% | 0.67% | Q2 2023 | Q3 2023 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 2 |
3EDGE Asset Management, LP | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q4 2022 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.04% | 0.11% | 0.18% | Q2 2019 | Q2 2020 | 2 |
PRW Wealth Management LLC | 1 | 1 | 0.20% | 0.21% | 0.22% | Q3 2022 | Q1 2023 | 2 |
EVERMAY WEALTH MANAGEMENT LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
CGN Advisors LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2020 | Q1 2021 | 2 |
LAKE STREET PRIVATE WEALTH, LLC | 2 | 2 | 0.20% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Wealthquest Corp | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q1 2021 | 2 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 1.30% | 2.27% | 3.24% | Q4 2022 | Q3 2023 | 2 |
INTEGRAL INVESTMENT ADVISORS, INC. | 2 | 2 | 0.24% | 5.41% | 10.58% | Q4 2022 | Q1 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
ARS Wealth Advisors Group, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BROWN WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Alaska Permanent Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Cardinal Point Wealth Management Partners, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2022 | Q3 2022 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
John W. Brooker & Co., CPAs | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Alliance Wealth Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WELLS FARGO & COMPANY/MN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Diversified, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2019 | Q3 2019 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Keystone Wealth Services, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DWM Financial Group, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2020 | Q1 2020 | 1 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
BCGM Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
ODonnell Financial Services, LLC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
YARGER WEALTH STRATEGIES, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Gradient Investments LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2023 | Q3 2023 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hochman Cole Investment Advisors, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2021 | Q2 2021 | 1 |
Allworth Financial LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Frisch Financial Group, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 4.45% | 4.45% | 4.45% | Q3 2023 | Q3 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own INNOVATOR ETFS TR or have owned INNOVATOR ETFS TR in the past.