Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Private Advisor Group, LLC | 34 | 34 | 0.00% | 0.09% | 0.22% | Q2 2015 | Q3 2023 | 34 |
ROYAL BANK OF CANADA | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
MORGAN STANLEY | 34 | 34 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 34 |
LPL Financial LLC | 34 | 34 | 0.06% | 0.10% | 0.20% | Q2 2015 | Q3 2023 | 34 |
WELLS FARGO & COMPANY/MN | 34 | 34 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
UBS Group AG | 33 | 33 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 33 |
RAYMOND JAMES & ASSOCIATES | 32 | 32 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.11% | 0.29% | 0.61% | Q4 2015 | Q3 2023 | 32 |
BANK OF AMERICA CORP /DE/ | 32 | 32 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 32 |
Janney Montgomery Scott LLC | 29 | 3 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 32 |
OPPENHEIMER & CO INC | 32 | 32 | 0.01% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.03% | 0.19% | Q1 2016 | Q3 2023 | 30 |
V Wealth Advisors LLC | 18 | 11 | 0.29% | 2.31% | 5.55% | Q1 2016 | Q2 2023 | 29 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.02% | 0.14% | 0.56% | Q4 2016 | Q3 2023 | 28 |
Sigma Planning Corp | 26 | 1 | 0.02% | 0.14% | 0.48% | Q4 2016 | Q3 2023 | 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 27 |
Cetera Advisors LLC | 26 | 26 | 0.02% | 0.12% | 0.26% | Q2 2017 | Q3 2023 | 26 |
NewEdge Advisors, LLC | 26 | 26 | 0.02% | 0.09% | 0.20% | Q2 2017 | Q3 2023 | 26 |
Cambridge Investment Research Advisors, Inc. | 23 | 3 | 0.01% | 0.13% | 0.52% | Q3 2015 | Q3 2023 | 26 |
Wealthcare Advisory Partners LLC | 13 | 11 | 0.00% | 0.07% | 0.12% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.07% | 0.13% | 0.21% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.00% | 0.38% | 1.96% | Q1 2018 | Q3 2023 | 23 |
HighTower Advisors, LLC | 23 | 23 | 0.00% | 0.02% | 0.14% | Q1 2018 | Q3 2023 | 23 |
WealthShield Partners, LLC | 23 | 23 | 0.03% | 1.20% | 4.15% | Q1 2018 | Q3 2023 | 23 |
Burt Wealth Advisors | 16 | 7 | 0.05% | 0.08% | 0.19% | Q1 2017 | Q3 2023 | 23 |
BANK OF MONTREAL /CAN/ | 10 | 2 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 23 |
CITIGROUP INC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.03% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.05% | 0.39% | 0.85% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.02% | 0.37% | 0.89% | Q2 2018 | Q3 2023 | 22 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 22 |
Financial Advocates Investment Management | 21 | 21 | 0.04% | 0.35% | 0.84% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 21 |
STIFEL FINANCIAL CORP | 20 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 21 |
PFG Advisors | 21 | 21 | 0.07% | 0.38% | 0.57% | Q3 2018 | Q3 2023 | 21 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.01% | 3.61% | 10.73% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.05% | 0.16% | Q4 2017 | Q3 2022 | 20 |
JPMORGAN CHASE & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 19 |
FMR LLC | 12 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Good Life Advisors, LLC | 19 | 19 | 0.05% | 0.74% | 2.38% | Q4 2018 | Q2 2023 | 19 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 19 | 0.07% | 0.67% | 1.44% | Q1 2019 | Q3 2023 | 19 |
STEPHENS INC /AR/ | 19 | 19 | 0.00% | 0.12% | 0.30% | Q2 2016 | Q4 2020 | 19 |
MML INVESTORS SERVICES, LLC | 19 | 19 | 0.01% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 19 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 18 | 18 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q4 2019 | 18 |
Cetera Investment Advisers | 18 | 18 | 0.04% | 0.09% | 0.25% | Q2 2019 | Q3 2023 | 18 |
FIFTH THIRD BANCORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 18 |
Western Wealth Management, LLC | 10 | 8 | 0.11% | 0.21% | 0.37% | Q1 2019 | Q3 2023 | 18 |
Financial Services Advisory Inc | 14 | 4 | 0.98% | 6.16% | 19.81% | Q1 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
B. Riley Wealth Advisors, Inc. | 18 | 18 | 0.03% | 0.07% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.03% | 0.13% | 0.21% | Q3 2019 | Q3 2023 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 3 | 0.00% | 0.17% | 0.42% | Q1 2018 | Q3 2023 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 17 | 0.00% | 0.01% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Pacer Advisors, Inc. | 9 | 8 | 0.02% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 17 |
WEDBUSH SECURITIES INC | 12 | 5 | 0.01% | 0.10% | 0.21% | Q1 2019 | Q2 2023 | 17 |
Sound Income Strategies, LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.09% | 0.14% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.02% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Titus Wealth Management | 16 | 16 | 0.19% | 1.63% | 2.44% | Q3 2018 | Q2 2022 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.05% | 0.40% | 2.65% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
LVW Advisors, LLC | 16 | 16 | 0.06% | 0.77% | 0.98% | Q3 2019 | Q2 2023 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 0.66% | 0.98% | 1.20% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Tempus Wealth Planning, LLC | 16 | 16 | 0.16% | 0.40% | 0.60% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BB&T SECURITIES, LLC | 16 | 16 | 0.01% | 0.03% | 0.25% | Q4 2015 | Q3 2019 | 16 |
Aft, Forsyth & Sober, LLC | 15 | 15 | 0.96% | 4.09% | 19.33% | Q1 2020 | Q3 2023 | 15 |
PNC FINANCIAL SERVICES GROUP, INC. | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.24% | 0.59% | 1.09% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.07% | 0.10% | 0.16% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.09% | 0.18% | Q1 2020 | Q3 2023 | 15 |
SIGNATUREFD, LLC | 8 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 14 |
Winslow, Evans & Crocker, Inc. | 13 | 1 | 0.00% | 0.19% | 0.36% | Q4 2015 | Q4 2020 | 14 |
LINCOLN NATIONAL CORP | 13 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 14 |
IHT Wealth Management, LLC | 6 | 3 | 0.01% | 0.06% | 0.19% | Q4 2018 | Q3 2023 | 14 |
SYNOVUS FINANCIAL CORP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.04% | 0.13% | 0.19% | Q1 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.11% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Providence Capital Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.18% | 0.32% | Q3 2020 | Q3 2023 | 13 |
AMERIPRISE FINANCIAL INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 13 |
Creative Planning | 10 | 1 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 13 |
M Holdings Securities, Inc. | 13 | 13 | 0.15% | 0.67% | 1.91% | Q1 2018 | Q1 2021 | 13 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.05% | 0.10% | 0.20% | Q4 2020 | Q3 2023 | 12 |
ADE, LLC | 12 | 12 | 0.95% | 1.51% | 2.77% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.05% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.08% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 12 |
WINTRUST INVESTMENTS LLC | 9 | 3 | 0.03% | 0.07% | 0.12% | Q4 2017 | Q3 2021 | 12 |
OneDigital Investment Advisors LLC | 12 | 12 | 0.01% | 0.06% | 0.30% | Q2 2019 | Q1 2022 | 12 |
WBI INVESTMENTS, LLC | 12 | 12 | 0.17% | 0.84% | 1.81% | Q4 2020 | Q3 2023 | 12 |
Oder Investment Management, LLC | 12 | 12 | 1.12% | 1.82% | 2.27% | Q4 2020 | Q3 2023 | 12 |
Avion Wealth | 12 | 12 | 0.04% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Kinloch Capital, LLC | 12 | 12 | 0.18% | 0.27% | 0.35% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.05% | 0.07% | 0.11% | Q4 2018 | Q3 2021 | 12 |
Redhawk Wealth Advisors, Inc. | 10 | 2 | 0.05% | 0.09% | 0.35% | Q3 2020 | Q3 2023 | 12 |
Kathmere Capital Management, LLC | 12 | 12 | 0.22% | 0.58% | 0.84% | Q4 2020 | Q3 2023 | 12 |
B. Riley Wealth Management, Inc. | 11 | 11 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q2 2022 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.00% | 0.04% | 0.27% | Q2 2018 | Q4 2022 | 11 |
Key FInancial Inc | 10 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q1 2023 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.09% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 11 |
D.A. DAVIDSON & CO. | 8 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 11 |
Stratos Wealth Partners, LTD. | 5 | 1 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 11 |
Castle Rock Wealth Management, LLC | 11 | 11 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
PSI Advisors, LLC | 9 | 2 | 0.04% | 0.11% | 0.55% | Q4 2019 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.04% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Merit Financial Group, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Baird Financial Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 1 | 0.02% | 0.05% | 0.18% | Q4 2016 | Q3 2022 | 10 |
AE Wealth Management LLC | 10 | 10 | 0.01% | 0.03% | 0.10% | Q1 2020 | Q2 2022 | 10 |
MBL Wealth, LLC | 7 | 1 | 1.30% | 2.19% | 2.91% | Q4 2020 | Q3 2023 | 10 |
F3Logic, LLC | 10 | 10 | 0.14% | 1.18% | 1.95% | Q4 2018 | Q1 2021 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.65% | 1.06% | 1.54% | Q4 2018 | Q1 2021 | 10 |
Clarus Group, Inc. | 9 | 1 | 0.68% | 2.61% | 7.89% | Q4 2020 | Q3 2023 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
AdvisorNet Financial, Inc | 7 | 3 | 0.00% | 0.08% | 0.27% | Q1 2019 | Q1 2022 | 10 |
Advisor Resource Council | 10 | 10 | 0.22% | 0.46% | 0.77% | Q2 2021 | Q3 2023 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 8.33% | 11.94% | 16.73% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
DEUTSCHE BANK AG\ | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 9 |
Lion Street Advisors, LLC | 9 | 9 | 0.12% | 0.16% | 0.22% | Q3 2021 | Q3 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.03% | 0.30% | 1.48% | Q1 2020 | Q1 2022 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.26% | 0.53% | 1.67% | Q4 2019 | Q4 2021 | 9 |
StoneX Group Inc. | 6 | 3 | 0.06% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 9 |
Hilltop Holdings Inc. | 5 | 1 | 0.10% | 0.18% | 0.42% | Q1 2018 | Q4 2020 | 9 |
MONECO Advisors, LLC | 9 | 9 | 0.60% | 0.85% | 1.43% | Q3 2021 | Q3 2023 | 9 |
CEDAR CAPITAL, LLC | 9 | 9 | 0.71% | 4.17% | 8.25% | Q3 2019 | Q3 2021 | 9 |
Marcum Wealth, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
IFG Advisory, LLC | 9 | 9 | 0.08% | 0.17% | 0.36% | Q1 2018 | Q1 2020 | 9 |
Baystate Wealth Management LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Golden State Equity Partners | 6 | 3 | 0.09% | 0.35% | 0.62% | Q4 2020 | Q3 2023 | 9 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
MAGNOLIA CAPITAL ADVISORS LLC | 8 | 8 | 0.06% | 0.72% | 3.23% | Q4 2021 | Q3 2023 | 8 |
Koss-Olinger Consulting, LLC | 7 | 1 | 0.38% | 3.68% | 6.84% | Q1 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.21% | 0.23% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Cornell Pochily Investment Advisors, Inc. | 8 | 8 | 0.08% | 0.19% | 0.25% | Q4 2018 | Q3 2020 | 8 |
Integrated Wealth Concepts LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 8 |
55I, LLC | 8 | 8 | 0.04% | 1.18% | 2.00% | Q3 2020 | Q2 2022 | 8 |
Orion Portfolio Solutions, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 8 | 8 | 0.04% | 0.20% | 0.29% | Q4 2021 | Q3 2023 | 8 |
BLAIR WILLIAM & CO/IL | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Atria Investments, Inc | 6 | 1 | 0.04% | 0.09% | 0.23% | Q4 2019 | Q3 2023 | 7 |
Founders Financial Alliance, LLC | 6 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 7 |
Sound Financial Strategies Group, LLC | 7 | 7 | 0.34% | 0.74% | 1.42% | Q1 2022 | Q3 2023 | 7 |
BROWN BROTHERS HARRIMAN & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SPC Financial, Inc. | 7 | 7 | 0.04% | 0.18% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.18% | 0.18% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Gemmer Asset Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Founders Capital Management | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Commonwealth Equity Services, Inc | 7 | 7 | 0.00% | 0.04% | 0.07% | Q1 2016 | Q3 2017 | 7 |
NORTHERN TRUST CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.03% | 0.12% | Q2 2016 | Q1 2023 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
Cornerstone Wealth Management, LLC | 4 | 2 | 0.00% | 0.97% | 1.70% | Q2 2018 | Q2 2020 | 6 |
Veracity Capital LLC | 6 | 6 | 0.12% | 1.02% | 2.06% | Q4 2019 | Q1 2021 | 6 |
Qube Research & Technologies Ltd | 4 | 2 | 0.00% | 0.05% | 0.16% | Q4 2019 | Q2 2022 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.02% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.09% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.26% | 1.41% | 2.08% | Q4 2019 | Q1 2021 | 6 |
GOLDMAN SACHS GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 6 |
Savior LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 6 |
Golden State Wealth Management, LLC | 3 | 1 | 0.05% | 0.07% | 0.09% | Q1 2019 | Q2 2021 | 6 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
ProVise Management Group, LLC | 5 | 5 | 0.46% | 0.53% | 0.63% | Q2 2019 | Q2 2020 | 5 |
FIRST MANHATTAN CO. LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.33% | 0.46% | 0.65% | Q1 2020 | Q2 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.04% | 0.12% | 0.19% | Q3 2021 | Q3 2022 | 5 |
Hochman Cole Investment Advisors, Inc. | 5 | 5 | 0.13% | 0.42% | 0.78% | Q2 2019 | Q2 2020 | 5 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
FormulaFolio Investments, LLC | 3 | 2 | 0.03% | 0.12% | 0.34% | Q1 2019 | Q2 2020 | 5 |
Moors & Cabot, Inc. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q3 2020 | 5 |
SNS Financial Group, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 5 |
J2 Capital Management Inc | 5 | 5 | 3.16% | 4.46% | 5.98% | Q3 2022 | Q3 2023 | 5 |
Financial Enhancement Group LLC | 5 | 5 | 0.10% | 1.33% | 1.75% | Q3 2022 | Q3 2023 | 5 |
Valmark Advisers, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 5 |
Garrett Wealth Advisory Group, LLC | 5 | 5 | 0.43% | 9.19% | 12.01% | Q4 2019 | Q4 2020 | 5 |
Allworth Financial LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Independent Wealth Network Inc. | 4 | 4 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Legacy Trust | 4 | 4 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
MSI Financial Services Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
PagnatoKarp Partners LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q1 2017 | Q4 2017 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.04% | 0.06% | 0.13% | Q1 2020 | Q4 2020 | 4 |
Latitude Advisors, LLC | 4 | 4 | 0.19% | 0.23% | 0.26% | Q2 2021 | Q1 2022 | 4 |
M&T BANK CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2016 | 4 |
Transform Wealth, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q1 2020 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 1.96% | 2.33% | 2.84% | Q4 2022 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.01% | 0.15% | 0.32% | Q2 2019 | Q1 2023 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 4 |
DeDora Capital, Inc. | 4 | 4 | 0.25% | 0.90% | 1.60% | Q3 2019 | Q2 2020 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.07% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
John W. Brooker & Co., CPAs | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q4 2019 | 4 |
SFMG, LLC | 4 | 4 | 0.29% | 0.33% | 0.40% | Q1 2019 | Q4 2019 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 4 | 0.09% | 0.11% | 0.15% | Q3 2020 | Q2 2021 | 4 |
First PREMIER Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q2 2022 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Gradient Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Spectrum Asset Management, Inc. (NB/CA) | 3 | 3 | 2.59% | 3.82% | 5.77% | Q1 2020 | Q3 2020 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.43% | 0.44% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q4 2019 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
REGIONS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 3 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q2 2016 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Trexquant Investment LP | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2020 | Q3 2020 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Allred Capital Management, LLC | 2 | 1 | 0.04% | 0.36% | 0.63% | Q4 2018 | Q4 2019 | 3 |
Welch Group, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q3 2022 | 3 |
US BANCORP \DE\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Shamrock Asset Management LLC | 3 | 3 | 12.40% | 13.15% | 14.41% | Q1 2019 | Q3 2019 | 3 |
ORG Partners LLC | 3 | 3 | 0.17% | 0.23% | 0.30% | Q1 2023 | Q3 2023 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
HARRELL INVESTMENT PARTNERS, LLC | 3 | 3 | 0.49% | 0.55% | 0.63% | Q4 2019 | Q2 2020 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
EWG Elevate Inc. | 3 | 3 | 0.30% | 0.34% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 3 |
North Star Investment Management Corp. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.04% | 0.25% | 0.48% | Q4 2017 | Q2 2019 | 3 |
Prospera Financial Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Glassman Wealth Services | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q2 2016 | 2 |
Vienna Asset Management LLC | 2 | 2 | 6.11% | 7.72% | 9.32% | Q2 2022 | Q3 2022 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.57% | 0.57% | 0.58% | Q2 2023 | Q3 2023 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
American Planning Services, Inc. | 2 | 2 | 11.80% | 12.01% | 12.21% | Q2 2023 | Q3 2023 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2019 | Q1 2020 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.19% | 0.51% | 0.82% | Q2 2023 | Q3 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q1 2019 | 2 |
Fluent Financial, LLC | 2 | 2 | 1.07% | 1.07% | 1.07% | Q2 2018 | Q3 2018 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Inspire Advisors, LLC | 2 | 2 | 0.26% | 0.27% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.34% | 0.37% | 0.39% | Q1 2020 | Q2 2020 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.23% | 0.29% | 0.35% | Q4 2022 | Q1 2023 | 2 |
Oakworth Capital, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Capital One Investing, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q3 2019 | 2 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.31% | 0.37% | 0.43% | Q1 2017 | Q4 2019 | 2 |
Perennial Investment Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Crabel Capital Management, LLC | 1 | 1 | 0.04% | 0.10% | 0.15% | Q4 2017 | Q4 2021 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q4 2018 | Q1 2019 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Westhampton Capital, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
Wescott Financial Advisory Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q3 2023 | Q3 2023 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SWS Partners | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Sandy Spring Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 3.13% | 3.13% | 3.13% | Q2 2020 | Q2 2020 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2023 | Q2 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 2.09% | 2.09% | 2.09% | Q4 2019 | Q4 2019 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cooper Financial Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 3.47% | 3.47% | 3.47% | Q3 2023 | Q3 2023 | 1 |
TRAN CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Legacy Wealth Planning, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2022 | Q3 2022 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WNY Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2021 | Q1 2021 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own PACER FDS TR or have owned PACER FDS TR in the past.