Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cambridge Investment Research Advisors, Inc. | 9 | 9 | 0.00% | 0.04% | 0.10% | Q3 2021 | Q3 2023 | 9 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Cambria Investment Management, L.P. | 9 | 9 | 0.06% | 0.63% | 1.76% | Q3 2021 | Q3 2023 | 9 |
Valmark Advisers, Inc. | 9 | 9 | 0.28% | 0.41% | 0.51% | Q3 2021 | Q3 2023 | 9 |
Citadel Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 9 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Orion Portfolio Solutions, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Rockefeller Capital Management L.P. | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Private Advisor Group, LLC | 6 | 2 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
LPL Financial LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Ausdal Financial Partners, Inc. | 7 | 7 | 0.08% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Fermata Advisors, LLC | 7 | 7 | 0.08% | 1.28% | 3.32% | Q1 2022 | Q3 2023 | 7 |
OSAIC HOLDINGS, INC. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Litman Gregory Wealth Management LLC | 5 | 2 | 0.35% | 1.86% | 2.70% | Q4 2021 | Q3 2023 | 7 |
Steward Partners Investment Advisory, LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Ameliora Wealth Management Ltd. | 6 | 1 | 0.01% | 0.07% | 0.27% | Q4 2021 | Q3 2023 | 7 |
Leelyn Smith, LLC | 7 | 7 | 0.00% | 1.24% | 1.61% | Q1 2022 | Q3 2023 | 7 |
Kestra Advisory Services, LLC | 6 | 6 | 0.00% | 0.02% | 0.07% | Q2 2022 | Q3 2023 | 6 |
RAYMOND JAMES & ASSOCIATES | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Janney Montgomery Scott LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
OneDigital Investment Advisors LLC | 6 | 6 | 0.01% | 0.27% | 0.44% | Q2 2022 | Q3 2023 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 6 |
HARBOUR INVESTMENTS, INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Financial Advocates Investment Management | 6 | 6 | 0.12% | 0.26% | 0.43% | Q2 2022 | Q3 2023 | 6 |
Virtue Capital Management, LLC | 6 | 6 | 0.06% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Global Retirement Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Betterment LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
R. W. Roge & Company, Inc. | 6 | 6 | 2.22% | 9.63% | 21.61% | Q2 2022 | Q3 2023 | 6 |
Executive Wealth Management, LLC | 6 | 6 | 0.24% | 0.35% | 0.53% | Q2 2022 | Q3 2023 | 6 |
Innova Wealth Partners | 6 | 6 | 1.22% | 5.10% | 9.13% | Q2 2022 | Q3 2023 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Integrated Advisors Network LLC | 6 | 6 | 0.02% | 0.28% | 0.81% | Q2 2022 | Q3 2023 | 6 |
Frontier Asset Management, LLC | 5 | 5 | 2.21% | 3.40% | 6.58% | Q3 2022 | Q3 2023 | 5 |
Freedom Investment Management, Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.00% | 0.62% | 1.90% | Q3 2022 | Q3 2023 | 5 |
OPPENHEIMER & CO INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
First Heartland Consultants, Inc. | 5 | 5 | 0.11% | 0.56% | 0.95% | Q3 2022 | Q3 2023 | 5 |
Johnson Midwest Financial, LLC | 5 | 5 | 0.05% | 0.14% | 0.24% | Q3 2022 | Q3 2023 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.02% | 0.43% | 0.62% | Q2 2022 | Q2 2023 | 5 |
CSS LLC/IL | 5 | 5 | 0.07% | 0.24% | 0.32% | Q3 2022 | Q3 2023 | 5 |
E&G Advisors, LP | 5 | 5 | 1.46% | 1.58% | 1.77% | Q3 2022 | Q3 2023 | 5 |
Advisory Services Network, LLC | 5 | 5 | 0.10% | 0.11% | 0.15% | Q3 2022 | Q3 2023 | 5 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 5 | 5 | 3.14% | 4.82% | 5.97% | Q3 2022 | Q3 2023 | 5 |
Fortress Wealth Group, LLC | 5 | 5 | 2.55% | 3.32% | 4.00% | Q3 2022 | Q3 2023 | 5 |
EWG Elevate Inc. | 5 | 5 | 0.12% | 0.20% | 0.37% | Q3 2022 | Q3 2023 | 5 |
HighTower Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2022 | Q3 2023 | 5 |
J2 Capital Management Inc | 5 | 5 | 0.77% | 1.23% | 1.96% | Q3 2022 | Q3 2023 | 5 |
Renaissance Technologies | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MML INVESTORS SERVICES, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PFG Advisors | 5 | 5 | 0.28% | 0.75% | 1.31% | Q3 2022 | Q3 2023 | 5 |
UBS Group AG | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ancora Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ALM First Financial Advisors, LLC | 4 | 4 | 3.03% | 3.22% | 3.34% | Q4 2022 | Q3 2023 | 4 |
Savant Capital, LLC | 4 | 4 | 0.02% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Miracle Mile Advisors, LLC | 4 | 4 | 0.08% | 1.06% | 2.16% | Q4 2022 | Q3 2023 | 4 |
TOTH FINANCIAL ADVISORY CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.02% | 0.10% | 0.15% | Q2 2022 | Q3 2023 | 4 |
Legend Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Verum Partners LLC | 4 | 4 | 0.29% | 0.54% | 0.75% | Q4 2022 | Q3 2023 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Harvest Fund Management Co., Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SMITH, MOORE & CO. | 4 | 4 | 0.23% | 1.25% | 2.28% | Q3 2022 | Q2 2023 | 4 |
WOLFF WIESE MAGANA LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Naviter Wealth, LLC | 4 | 4 | 3.22% | 5.79% | 7.41% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.06% | 0.25% | 0.50% | Q2 2022 | Q1 2023 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MORGAN STANLEY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Retirement Group, LLC | 4 | 4 | 0.00% | 0.12% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q1 2023 | 4 |
Tower Research Capital LLC (TRC) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Trilogy Capital Inc. | 4 | 4 | 0.06% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
STAPP WEALTH MANAGEMENT, PLLC | 3 | 1 | 0.13% | 0.49% | 0.76% | Q3 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 3.78% | 4.29% | 4.88% | Q4 2022 | Q3 2023 | 4 |
Trek Financial, LLC | 2 | 2 | 0.04% | 0.21% | 0.38% | Q3 2022 | Q3 2023 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RHS Financial, LLC | 4 | 4 | 0.79% | 0.86% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.03% | 0.30% | 0.59% | Q4 2022 | Q3 2023 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.05% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q2 2023 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Measured Wealth Private Client Group, LLC | 4 | 4 | 0.09% | 0.12% | 0.16% | Q2 2022 | Q1 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 2.33% | 3.17% | 4.21% | Q4 2022 | Q3 2023 | 4 |
Cedar Brook Financial Partners, LLC | 4 | 4 | 0.07% | 0.14% | 0.31% | Q4 2022 | Q3 2023 | 4 |
LAKE STREET PRIVATE WEALTH, LLC | 4 | 4 | 0.13% | 0.22% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Raymond James Financial Services Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.01% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
CWM, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 4 | 4 | 0.28% | 0.30% | 0.32% | Q2 2022 | Q1 2023 | 4 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.05% | 0.54% | 1.00% | Q3 2022 | Q1 2023 | 3 |
Moors & Cabot, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Sowell Financial Services LLC | 2 | 1 | 0.05% | 0.13% | 0.20% | Q4 2022 | Q3 2023 | 3 |
GOFEN & GLOSSBERG LLC /IL/ | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Midwest Financial Group LLC | 3 | 3 | 1.37% | 1.42% | 1.50% | Q1 2023 | Q3 2023 | 3 |
R.P. Boggs & Co. | 3 | 3 | 6.14% | 8.41% | 10.89% | Q3 2022 | Q1 2023 | 3 |
Professional Financial Advisors, LLC | 2 | 1 | 0.98% | 1.17% | 1.33% | Q2 2022 | Q3 2023 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Canal Capital Management, LLC | 3 | 3 | 0.15% | 0.33% | 0.66% | Q1 2023 | Q3 2023 | 3 |
Creative Planning | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Quantitative Advantage, LLC | 3 | 3 | 0.26% | 0.31% | 0.38% | Q3 2022 | Q1 2023 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.53% | 0.55% | 0.56% | Q1 2023 | Q3 2023 | 3 |
Strategic Blueprint, LLC | 2 | 1 | 0.02% | 0.06% | 0.12% | Q3 2022 | Q3 2023 | 3 |
TMD Wealth Management, LLC | 3 | 3 | 1.82% | 2.26% | 3.08% | Q4 2022 | Q2 2023 | 3 |
Meridian Wealth Management, LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Burt Wealth Advisors | 2 | 1 | 0.09% | 0.18% | 0.35% | Q3 2022 | Q3 2023 | 3 |
BlackDiamond Wealth Management, LLC | 3 | 3 | 0.88% | 1.28% | 1.60% | Q2 2022 | Q4 2022 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 2.19% | 2.38% | 2.62% | Q1 2023 | Q3 2023 | 3 |
NATIONAL BANK OF CANADA /FI/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HBW ADVISORY SERVICES LLC | 3 | 3 | 0.10% | 0.25% | 0.42% | Q4 2022 | Q2 2023 | 3 |
Column Capital Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sterneck Capital Management, LLC | 3 | 3 | 0.75% | 0.80% | 0.88% | Q1 2023 | Q3 2023 | 3 |
Jaffetilchin Investment Partners, LLC | 2 | 1 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 3 |
LWM Advisory Services, LLC | 3 | 3 | 0.76% | 0.81% | 0.84% | Q2 2022 | Q4 2022 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Alliance LLC | 3 | 3 | 0.02% | 0.52% | 0.82% | Q4 2022 | Q2 2023 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
ROYAL BANK OF CANADA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Apollon Wealth Management, LLC | 3 | 3 | 0.10% | 0.14% | 0.17% | Q3 2022 | Q1 2023 | 3 |
HHM Wealth Advisors, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 3 |
STIFEL FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WFA of San Diego, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Kovack Advisors, Inc. | 3 | 3 | 0.04% | 0.15% | 0.34% | Q2 2022 | Q4 2022 | 3 |
Wealthcare Advisory Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STATE STREET CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.03% | 0.08% | 0.13% | Q2 2022 | Q3 2022 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q4 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q3 2022 | Q4 2022 | 2 |
IAMS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.20% | 0.23% | 0.27% | Q4 2022 | Q1 2023 | 2 |
Precision Wealth Strategies, LLC | 2 | 2 | 1.75% | 1.78% | 1.81% | Q1 2023 | Q2 2023 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.93% | 1.03% | 1.13% | Q4 2022 | Q1 2023 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.20% | 0.24% | 0.27% | Q4 2022 | Q1 2023 | 2 |
Birchcreek Wealth Management, LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q3 2022 | Q4 2022 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.11% | 0.27% | 0.43% | Q3 2022 | Q4 2022 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 1.34% | 2.67% | Q4 2022 | Q2 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.02% | 0.10% | 0.19% | Q2 2023 | Q3 2023 | 2 |
WELLS FARGO & COMPANY/MN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.28% | 0.40% | 0.53% | Q3 2022 | Q4 2022 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q3 2022 | Q4 2022 | 2 |
Visionary Wealth Advisors | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
CoreCap Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q4 2022 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Sharkey, Howes & Javer | 2 | 2 | 0.28% | 0.42% | 0.56% | Q4 2022 | Q1 2023 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.15% | 0.29% | Q3 2022 | Q1 2023 | 2 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.17% | 0.22% | 0.27% | Q4 2022 | Q1 2023 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
F3Logic, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 5.65% | 5.65% | 5.65% | Q4 2022 | Q4 2022 | 1 |
Atria Investments, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
WEALTH ADVISORS, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2022 | Q3 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2023 | Q2 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
55I, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 3.74% | 3.74% | 3.74% | Q3 2022 | Q3 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
TTP Investments, Inc. | 1 | 1 | 6.92% | 6.92% | 6.92% | Q3 2022 | Q3 2022 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Bellecapital International Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LWS Wealth Advisors, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Integrity Advisory, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2022 | Q3 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Williams Financial, LLC | 1 | 1 | 1.88% | 1.88% | 1.88% | Q4 2022 | Q4 2022 | 1 |
Meredith Wealth Planning | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2022 | Q4 2022 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sigma Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Financial Strategies Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
PEAK FINANCIAL ADVISORS LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 4.17% | 4.17% | 4.17% | Q3 2022 | Q3 2022 | 1 |
This page lists all the filers that currently own LITMAN GREGORY FDS TR or have owned LITMAN GREGORY FDS TR in the past.