Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
ATWOOD & PALMER INC | 12 | 12 | 1.61% | 1.99% | 3.10% | Q4 2020 | Q3 2023 | 12 |
JANUS HENDERSON GROUP PLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Financial Enhancement Group LLC | 12 | 12 | 2.11% | 3.93% | 5.37% | Q4 2020 | Q3 2023 | 12 |
AlphaMark Advisors, LLC | 12 | 12 | 0.00% | 1.01% | 2.74% | Q4 2020 | Q3 2023 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Destiny Wealth Partners, LLC | 11 | 11 | 0.99% | 1.41% | 1.89% | Q1 2021 | Q3 2023 | 11 |
EPIQ PARTNERS, LLC | 11 | 11 | 2.42% | 4.35% | 7.92% | Q1 2021 | Q3 2023 | 11 |
WASHINGTON TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
EVERGREEN CAPITAL MANAGEMENT LLC | 11 | 11 | 0.01% | 0.08% | 0.15% | Q1 2021 | Q3 2023 | 11 |
JANE STREET GROUP, LLC | 4 | 2 | 0.00% | 0.01% | 0.08% | Q4 2020 | Q3 2023 | 10 |
OSAIC HOLDINGS, INC. | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Geneos Wealth Management Inc. | 10 | 10 | 0.00% | 0.02% | 0.10% | Q2 2021 | Q3 2023 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
CX Institutional | 9 | 9 | 0.01% | 1.23% | 1.83% | Q3 2021 | Q3 2023 | 9 |
Advisory Resource Group | 9 | 9 | 0.40% | 1.13% | 1.82% | Q3 2021 | Q3 2023 | 9 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Sage Advisory Services, Ltd.Co. | 9 | 9 | 0.10% | 0.93% | 1.42% | Q1 2021 | Q1 2023 | 9 |
RAYMOND JAMES & ASSOCIATES | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
ROYAL BANK OF CANADA | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Kestra Advisory Services, LLC | 6 | 3 | 0.00% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 9 |
NOTTINGHAM ADVISORS, INC. | 9 | 9 | 0.17% | 1.96% | 3.76% | Q3 2021 | Q3 2023 | 9 |
Compass Financial Group, Inc. | 9 | 9 | 2.07% | 6.23% | 7.27% | Q3 2021 | Q3 2023 | 9 |
HighTower Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.36% | 3.21% | 7.01% | Q4 2021 | Q3 2023 | 8 |
Janney Montgomery Scott LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q2 2023 | 8 |
Private Advisor Group, LLC | 8 | 8 | 0.00% | 0.03% | 0.10% | Q4 2021 | Q3 2023 | 8 |
ST GERMAIN D J CO INC | 5 | 3 | 0.02% | 1.38% | 1.91% | Q4 2021 | Q4 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.61% | 0.73% | 0.89% | Q4 2021 | Q3 2023 | 8 |
Gibraltar Capital Management, Inc. | 8 | 8 | 4.36% | 6.08% | 8.64% | Q4 2021 | Q3 2023 | 8 |
INSPIRION WEALTH ADVISORS, LLC | 8 | 8 | 0.35% | 5.14% | 9.24% | Q4 2021 | Q3 2023 | 8 |
Ifrah Financial Services, Inc. | 8 | 8 | 0.71% | 2.45% | 2.85% | Q4 2021 | Q3 2023 | 8 |
Pensionmark Financial Group, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
BANK OF AMERICA CORP /DE/ | 7 | 1 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 8 |
Asset Allocation & Management Company, LLC | 8 | 8 | 0.44% | 1.87% | 3.00% | Q4 2021 | Q3 2023 | 8 |
GUGGENHEIM CAPITAL LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Aaron Wealth Advisors LLC | 6 | 2 | 0.03% | 0.74% | 2.08% | Q2 2021 | Q3 2023 | 8 |
Mascoma Wealth Management LLC | 7 | 7 | 0.05% | 0.58% | 1.44% | Q1 2022 | Q3 2023 | 7 |
UBS Group AG | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
JPMORGAN CHASE & CO | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
WOLFF WIESE MAGANA LLC | 7 | 7 | 0.01% | 0.08% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Bensler, LLC | 7 | 7 | 0.07% | 1.64% | 3.98% | Q1 2022 | Q3 2023 | 7 |
WELLS FARGO & COMPANY/MN | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
HALL CAPITAL MANAGEMENT CO INC | 7 | 7 | 1.61% | 3.51% | 4.19% | Q1 2022 | Q3 2023 | 7 |
MORGAN STANLEY | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MML INVESTORS SERVICES, LLC | 7 | 7 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Bogart Wealth, LLC | 7 | 7 | 2.10% | 2.37% | 2.73% | Q1 2022 | Q3 2023 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Atria Investments, Inc | 7 | 7 | 0.04% | 0.20% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
LPL Financial LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Venturi Wealth Management, LLC | 7 | 7 | 0.02% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Grant/GrossMendelsohn, LLC | 7 | 7 | 1.09% | 3.85% | 5.86% | Q1 2022 | Q3 2023 | 7 |
KEYBANK NATIONAL ASSOCIATION/OH | 7 | 7 | 0.14% | 0.37% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Richard Bernstein Advisors LLC | 7 | 7 | 2.92% | 3.38% | 3.74% | Q1 2022 | Q3 2023 | 7 |
IFP Advisors, Inc | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 7 | 2.40% | 3.66% | 4.68% | Q1 2022 | Q3 2023 | 7 |
Vigilant Capital Management, LLC | 7 | 7 | 1.08% | 1.27% | 1.45% | Q4 2021 | Q2 2023 | 7 |
Eldridge Investment Advisors, Inc. | 7 | 7 | 0.82% | 1.62% | 2.25% | Q1 2022 | Q3 2023 | 7 |
Leelyn Smith, LLC | 7 | 7 | 2.88% | 4.09% | 5.57% | Q1 2022 | Q3 2023 | 7 |
Bank of New York Mellon Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Advisory Services Network, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 7 | 0.25% | 0.28% | 0.30% | Q1 2022 | Q3 2023 | 7 |
CWM, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PATRON PARTNERS, LLC | 7 | 7 | 0.44% | 0.47% | 0.53% | Q1 2022 | Q3 2023 | 7 |
SIGNATUREFD, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Aprio Wealth Management, LLC | 6 | 6 | 0.08% | 1.90% | 5.48% | Q1 2022 | Q2 2023 | 6 |
CreativeOne Wealth, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Raymond James Financial Services Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Vestmark Advisory Solutions, Inc. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2023 | 6 |
One Capital Management, LLC | 4 | 2 | 0.30% | 0.66% | 1.07% | Q1 2022 | Q3 2023 | 6 |
SPC Financial, Inc. | 6 | 6 | 2.80% | 2.99% | 3.20% | Q2 2022 | Q3 2023 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Mayfair Advisory Group, LLC | 6 | 6 | 0.67% | 0.84% | 0.98% | Q2 2022 | Q3 2023 | 6 |
Sterling Investment Advisors, Ltd. | 6 | 6 | 0.11% | 0.16% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Sargent Investment Group, LLC | 6 | 6 | 0.97% | 1.06% | 1.14% | Q2 2022 | Q3 2023 | 6 |
Centennial Wealth Advisory LLC | 6 | 6 | 2.36% | 4.75% | 5.71% | Q2 2022 | Q3 2023 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Fragasso Group Inc. | 6 | 6 | 1.87% | 2.26% | 3.12% | Q3 2022 | Q4 2023 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 6 | 0.02% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
BTS Asset Management, Inc. | 6 | 6 | 0.29% | 0.82% | 1.98% | Q2 2022 | Q3 2023 | 6 |
First Horizon Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Baird Financial Group, Inc. | 6 | 6 | 0.02% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Aspire Private Capital, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.06% | 0.17% | Q3 2021 | Q2 2023 | 6 |
STIFEL FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
DAVENPORT & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
HARBOUR INVESTMENTS, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
GeoWealth Management, LLC | 6 | 6 | 0.05% | 0.27% | 0.60% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Astor Investment Management LLC | 6 | 6 | 4.36% | 8.94% | 10.12% | Q2 2022 | Q3 2023 | 6 |
Community Bank, N.A. | 6 | 6 | 0.23% | 0.47% | 0.58% | Q4 2021 | Q1 2023 | 6 |
WP Advisors, LLC | 5 | 1 | 1.68% | 2.40% | 3.09% | Q1 2022 | Q3 2023 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.08% | 0.16% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Raleigh Capital Management Inc. | 6 | 6 | 0.15% | 0.27% | 0.37% | Q2 2022 | Q3 2023 | 6 |
Allen Capital Group, LLC | 3 | 3 | 1.94% | 3.10% | 3.85% | Q1 2022 | Q3 2023 | 6 |
Outlook Wealth Advisors, LLC | 6 | 6 | 0.58% | 1.15% | 1.43% | Q2 2022 | Q3 2023 | 6 |
TrinityPoint Wealth, LLC | 4 | 2 | 0.04% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 6 |
Tower Wealth Partners, Inc. | 5 | 5 | 6.73% | 7.13% | 7.59% | Q3 2022 | Q3 2023 | 5 |
Greenwich Wealth Management LLC | 4 | 1 | 0.12% | 0.57% | 1.31% | Q2 2022 | Q3 2023 | 5 |
Elevated Capital Advisors, LLC | 5 | 5 | 0.78% | 0.95% | 1.13% | Q3 2022 | Q3 2023 | 5 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 4 | 1 | 0.32% | 0.54% | 0.79% | Q2 2022 | Q3 2023 | 5 |
KCS Wealth Advisory | 5 | 5 | 2.25% | 4.48% | 5.37% | Q3 2022 | Q3 2023 | 5 |
Kingsview Wealth Management, LLC | 5 | 5 | 0.09% | 0.14% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Ten Capital Wealth Advisors, LLC | 5 | 5 | 0.98% | 6.70% | 13.73% | Q2 2022 | Q2 2023 | 5 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.06% | 0.08% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Mendel Money Management | 5 | 5 | 0.14% | 0.20% | 0.35% | Q3 2022 | Q3 2023 | 5 |
US BANCORP \DE\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Guardian Financial Partners, LLC | 5 | 5 | 3.13% | 5.21% | 10.41% | Q3 2022 | Q3 2023 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.02% | 0.07% | Q1 2022 | Q3 2023 | 5 |
Lido Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Rehmann Capital Advisory Group | 5 | 5 | 0.03% | 0.29% | 0.40% | Q3 2022 | Q3 2023 | 5 |
NewEdge Wealth, LLC | 5 | 5 | 0.09% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 5 | 0.04% | 0.21% | 0.35% | Q3 2022 | Q3 2023 | 5 |
TOTH FINANCIAL ADVISORY CORP | 5 | 5 | 0.07% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Hilton Capital Management, LLC | 5 | 5 | 1.68% | 2.97% | 5.86% | Q3 2022 | Q3 2023 | 5 |
Beacon Harbor Wealth Advisors, Inc. | 4 | 1 | 1.82% | 2.65% | 3.75% | Q2 2022 | Q3 2023 | 5 |
BENJAMIN EDWARDS INC | 5 | 5 | 0.10% | 0.23% | 0.44% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
RAYMOND JAMES TRUST N.A. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Steward Partners Investment Advisory, LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Altus Wealth Management, LLC | 4 | 4 | 0.27% | 0.45% | 0.53% | Q4 2021 | Q3 2022 | 4 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 1 | 0.21% | 0.30% | 0.42% | Q1 2022 | Q3 2023 | 4 |
Sage Mountain Advisors LLC | 4 | 4 | 8.95% | 10.53% | 13.23% | Q4 2022 | Q3 2023 | 4 |
Avalon Investment & Advisory | 4 | 4 | 0.14% | 0.15% | 0.16% | Q2 2022 | Q1 2023 | 4 |
RiverTree Advisors, LLC | 4 | 4 | 6.39% | 6.76% | 7.29% | Q4 2022 | Q3 2023 | 4 |
Orion Portfolio Solutions, LLC | 4 | 4 | 0.01% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
USAdvisors Wealth Management, LLC | 4 | 4 | 1.42% | 1.66% | 1.85% | Q4 2022 | Q3 2023 | 4 |
RMB Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cox Capital Mgt LLC | 4 | 4 | 0.21% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
STRINGER ASSET MANAGEMENT, LLC | 4 | 4 | 1.14% | 1.43% | 2.06% | Q3 2021 | Q2 2022 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.01% | 0.04% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
First International Bank & Trust | 4 | 4 | 0.08% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
State of New Jersey Common Pension Fund D | 4 | 4 | 0.25% | 0.27% | 0.28% | Q4 2022 | Q3 2023 | 4 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cambridge Investment Research Advisors, Inc. | 4 | 4 | 0.01% | 0.06% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Relative Value Partners Group, LLC | 4 | 4 | 0.03% | 1.44% | 2.10% | Q4 2022 | Q3 2023 | 4 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.14% | 0.29% | 0.55% | Q3 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Global Retirement Partners, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.19% | 0.26% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Consolidated Planning Corp | 4 | 4 | 0.86% | 0.92% | 1.02% | Q4 2022 | Q3 2023 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Drake & Associates, LLC | 4 | 4 | 6.08% | 6.31% | 6.49% | Q4 2022 | Q3 2023 | 4 |
Capital Asset Advisory Services LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sovereign Investment Advisors, LLC | 4 | 4 | 1.69% | 2.44% | 3.61% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 2.22% | 3.11% | 3.59% | Q4 2022 | Q3 2023 | 4 |
RFG Advisory, LLC | 4 | 4 | 1.28% | 1.38% | 1.55% | Q4 2022 | Q3 2023 | 4 |
CENTAURUS FINANCIAL, INC. | 4 | 4 | 0.30% | 0.34% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Affiance Financial, LLC | 4 | 4 | 7.16% | 9.28% | 10.85% | Q1 2022 | Q4 2022 | 4 |
RDA Financial Network | 4 | 4 | 0.63% | 0.67% | 0.72% | Q4 2022 | Q3 2023 | 4 |
FIFTH THIRD BANCORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
American Portfolios Advisors | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Brinker Capital Investments, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q4 2022 | 3 |
StrategIQ Financial Group, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 3 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.00% | 0.04% | 0.07% | Q4 2021 | Q2 2022 | 3 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.03% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 1.86% | 2.36% | 3.12% | Q1 2023 | Q3 2023 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.14% | 0.26% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Bramshill Investments, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Heritage Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.03% | 0.15% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 2.17% | 2.32% | 2.49% | Q1 2023 | Q3 2023 | 3 |
Verition Fund Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SIMPLEX TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Gradient Investments LLC | 3 | 3 | 1.00% | 1.23% | 1.38% | Q1 2023 | Q3 2023 | 3 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.18% | 0.46% | Q2 2021 | Q4 2022 | 3 |
MATHER GROUP, LLC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 1.77% | 1.92% | 2.09% | Q4 2022 | Q2 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.12% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Cerro Pacific Wealth Advisors LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q3 2022 | Q1 2023 | 3 |
CITIGROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
Cornerstone Wealth Group, LLC | 3 | 3 | 2.87% | 3.02% | 3.10% | Q1 2023 | Q3 2023 | 3 |
Sanford Advisory Services, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q4 2022 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q2 2022 | 3 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 2 | 1 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q1 2023 | 3 |
Santori & Peters, Inc. | 3 | 3 | 5.46% | 5.75% | 5.98% | Q1 2023 | Q3 2023 | 3 |
JFS WEALTH ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 3 | 0.02% | 0.06% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Marshall Financial Group LLC | 3 | 3 | 1.45% | 1.80% | 2.10% | Q1 2023 | Q3 2023 | 3 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Black Swift Group, LLC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Advisory, LLC | 3 | 3 | 0.12% | 0.27% | 0.46% | Q1 2023 | Q3 2023 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 1.01% | 1.04% | 1.09% | Q1 2023 | Q3 2023 | 3 |
BlackRock Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Source Financial Advisors LLC | 3 | 3 | 0.20% | 0.50% | 1.09% | Q1 2023 | Q3 2023 | 3 |
Covestor Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
3EDGE Asset Management, LP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.09% | 0.14% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.16% | 0.42% | 0.68% | Q2 2023 | Q3 2023 | 2 |
Beach Point Capital Management LP | 2 | 2 | 0.33% | 1.05% | 1.78% | Q4 2020 | Q1 2021 | 2 |
Ancora Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
BOKF, NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.03% | 0.10% | 0.16% | Q1 2023 | Q3 2023 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
YARGER WEALTH STRATEGIES, LLC | 2 | 2 | 7.31% | 9.59% | 11.87% | Q2 2023 | Q3 2023 | 2 |
ARCH CAPITAL GROUP LTD. | 2 | 2 | 1.78% | 1.80% | 1.81% | Q2 2023 | Q3 2023 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Fountainhead AM, LLC | 2 | 2 | 0.47% | 0.54% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Parker Financial LLC | 2 | 2 | 0.44% | 0.45% | 0.45% | Q2 2023 | Q3 2023 | 2 |
Mariner, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Golden State Equity Partners | 1 | 1 | 0.11% | 0.20% | 0.30% | Q1 2022 | Q1 2023 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Quad-Cities Investment Group, LLC | 1 | 1 | 0.23% | 0.47% | 0.72% | Q2 2021 | Q3 2023 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.01% | 0.14% | 0.28% | Q1 2021 | Q1 2023 | 2 |
UNIQUE WEALTH, LLC | 2 | 2 | 0.47% | 0.51% | 0.55% | Q2 2023 | Q3 2023 | 2 |
1900 WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.31% | 0.60% | Q2 2023 | Q3 2023 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
TruWealth Advisors, LLC | 2 | 2 | 5.42% | 5.53% | 5.64% | Q2 2023 | Q3 2023 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
First Ascent Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
NovaPoint Capital, LLC | 2 | 2 | 0.65% | 0.92% | 1.19% | Q2 2023 | Q3 2023 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q4 2021 | 2 |
CRA Financial Services, LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q1 2023 | Q2 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Center For Asset Management LLC | 2 | 2 | 0.40% | 0.41% | 0.43% | Q3 2022 | Q4 2022 | 2 |
Advance Capital Management, Inc. | 2 | 2 | 3.06% | 9.84% | 16.62% | Q2 2023 | Q3 2023 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Main Street Financial Solutions, LLC | 2 | 2 | 0.53% | 0.99% | 1.46% | Q2 2023 | Q3 2023 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Vantage Financial Partners Ltd., Inc. | 1 | 1 | 0.12% | 1.32% | 2.52% | Q2 2022 | Q3 2023 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.24% | 0.38% | 0.51% | Q1 2022 | Q3 2022 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.31% | 0.32% | 0.33% | Q1 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
OAK FAMILY ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Navalign, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2022 | Q4 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Knott David M Jr | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2023 | Q4 2023 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Crumly & Associates Inc. | 1 | 1 | 4.46% | 4.46% | 4.46% | Q3 2023 | Q3 2023 | 1 |
Advisors Preferred, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Virtus Investment Advisers, Inc. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WBH ADVISORY INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 1.98% | 1.98% | 1.98% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DELPHI FINANCIAL GROUP, INC. | 1 | 1 | 12.09% | 12.09% | 12.09% | Q3 2023 | Q3 2023 | 1 |
Dean, Jacobson Financial Services, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Field & Main Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Auour Investments LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Seneca House Advisors | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2023 | Q3 2023 | 1 |
StoneX Group Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 2.07% | 2.07% | 2.07% | Q3 2023 | Q3 2023 | 1 |
Wright Fund Management, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2023 | Q3 2023 | 1 |
Insight Wealth Strategies, LLC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2023 | Q3 2023 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Provident Investment Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Advisor OS, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 1.82% | 1.82% | 1.82% | Q4 2021 | Q4 2021 | 1 |
Sigma Planning Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Privium Fund Management (UK) Ltd | 1 | 1 | 3.15% | 3.15% | 3.15% | Q3 2023 | Q3 2023 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MJP ASSOCIATES INC /ADV | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Concord Wealth Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own JANUS DETROIT STR TR or have owned JANUS DETROIT STR TR in the past.