Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
LPL Financial LLC | 34 | 34 | 0.01% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 34 |
ROYAL BANK OF CANADA | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
UBS Group AG | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.06% | 0.08% | 0.14% | Q4 2015 | Q3 2023 | 32 |
BANK OF AMERICA CORP /DE/ | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
RAYMOND JAMES & ASSOCIATES | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Janney Montgomery Scott LLC | 29 | 2 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 29 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
STEPHENS INC /AR/ | 28 | 28 | 0.01% | 0.10% | 0.27% | Q4 2016 | Q3 2023 | 28 |
Cetera Advisor Networks LLC | 25 | 1 | 0.01% | 0.08% | 0.24% | Q4 2015 | Q3 2023 | 28 |
Private Advisor Group, LLC | 23 | 2 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 28 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q3 2023 | 27 |
Sigma Planning Corp | 26 | 26 | 0.02% | 0.05% | 0.21% | Q2 2017 | Q3 2023 | 26 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
STIFEL FINANCIAL CORP | 23 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.01% | 0.25% | 0.44% | Q4 2017 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 23 | 23 | 0.00% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 23 |
CITIGROUP INC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Cetera Advisors LLC | 22 | 22 | 0.01% | 0.07% | 0.18% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
PFG Advisors | 21 | 21 | 0.10% | 0.29% | 0.43% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 21 |
Geneos Wealth Management Inc. | 20 | 20 | 0.05% | 0.23% | 0.35% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 19 |
Good Life Advisors, LLC | 19 | 19 | 0.03% | 0.14% | 0.23% | Q1 2019 | Q3 2023 | 19 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 19 | 0.05% | 0.31% | 0.65% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 10 | 8 | 0.13% | 0.24% | 0.38% | Q1 2019 | Q3 2023 | 18 |
MML INVESTORS SERVICES, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Titus Wealth Management | 18 | 18 | 0.23% | 0.97% | 2.97% | Q1 2018 | Q2 2022 | 18 |
CWM, LLC | 10 | 8 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
American Portfolios Advisors | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2022 | 17 |
FMR LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
Cetera Investment Advisers | 17 | 17 | 0.02% | 0.05% | 0.11% | Q3 2019 | Q3 2023 | 17 |
Pacer Advisors, Inc. | 9 | 8 | 0.02% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 17 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 17 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.05% | 0.10% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Tempus Wealth Planning, LLC | 16 | 16 | 0.15% | 0.39% | 0.72% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
OPPENHEIMER & CO INC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Aft, Forsyth & Sober, LLC | 15 | 15 | 1.16% | 4.99% | 20.78% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
US BANCORP \DE\ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 15 |
Stratos Wealth Partners, LTD. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
XML Financial, LLC | 14 | 1 | 0.08% | 0.11% | 0.18% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.47% | 0.52% | 0.59% | Q2 2020 | Q3 2023 | 14 |
NewEdge Advisors, LLC | 14 | 14 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
SIGNATUREFD, LLC | 8 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 13 |
NEXT Financial Group, Inc | 13 | 13 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q4 2021 | 13 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 10 | 3 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2019 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.09% | 0.26% | 0.35% | Q1 2020 | Q3 2023 | 13 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.02% | 0.05% | 0.27% | Q1 2017 | Q3 2022 | 13 |
Clarus Group, Inc. | 12 | 12 | 0.80% | 2.99% | 3.89% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.27% | 0.38% | 0.60% | Q4 2020 | Q3 2023 | 12 |
ProVise Management Group, LLC | 12 | 12 | 0.07% | 0.47% | 0.67% | Q2 2019 | Q1 2022 | 12 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 12 |
Winslow, Evans & Crocker, Inc. | 12 | 12 | 0.00% | 0.07% | 0.12% | Q1 2018 | Q4 2020 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Oder Investment Management, LLC | 12 | 12 | 0.29% | 0.57% | 0.77% | Q4 2020 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 7 | 3 | 0.00% | 0.06% | 0.20% | Q1 2019 | Q1 2022 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.04% | 0.20% | Q4 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 10 |
IHT Wealth Management, LLC | 6 | 4 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q2 2021 | 10 |
Advisor Resource Council | 10 | 10 | 0.14% | 0.35% | 0.65% | Q2 2021 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 9 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 10 |
Asset Dedication, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Moors & Cabot, Inc. | 5 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q2 2022 | 8 |
OneDigital Investment Advisors LLC | 8 | 8 | 0.01% | 0.06% | 0.17% | Q1 2020 | Q4 2021 | 8 |
Lion Street Advisors, LLC | 4 | 4 | 0.09% | 0.13% | 0.16% | Q3 2021 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 6 | 2 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q3 2019 | 8 |
Mutual Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q2 2023 | 8 |
FIFTH THIRD BANCORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 8 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Founders Financial Alliance, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 7 |
WEDBUSH SECURITIES INC | 7 | 7 | 0.01% | 0.13% | 0.40% | Q2 2020 | Q4 2021 | 7 |
BROWN BROTHERS HARRIMAN & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WealthShield Partners, LLC | 3 | 1 | 0.00% | 0.21% | 0.55% | Q3 2018 | Q1 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Baird Financial Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
FormulaFolio Investments, LLC | 6 | 6 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q2 2020 | 6 |
Equitable Holdings, Inc. | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.04% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q1 2021 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
JPMORGAN CHASE & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 6 |
Beacon Capital Management, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
M&T BANK CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
MONECO Advisors, LLC | 5 | 5 | 0.36% | 0.48% | 0.59% | Q3 2022 | Q3 2023 | 5 |
WADDELL & ASSOCIATES, LLC | 5 | 5 | 0.14% | 0.14% | 0.16% | Q4 2019 | Q4 2020 | 5 |
NORTHERN TRUST CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Prospera Financial Services Inc | 4 | 1 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Financial Services Advisory Inc | 5 | 5 | 0.67% | 2.16% | 7.44% | Q3 2022 | Q3 2023 | 5 |
Arkadios Wealth Advisors | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Fulcrum Equity Management | 3 | 1 | 0.13% | 0.48% | 1.05% | Q3 2020 | Q3 2023 | 4 |
Legacy Trust | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Strategic Asset Management, LLC | 4 | 4 | 0.08% | 0.19% | 0.25% | Q4 2021 | Q3 2022 | 4 |
Latitude Advisors, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q2 2021 | Q1 2022 | 4 |
First Heartland Consultants, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q4 2022 | 4 |
Hilltop Holdings Inc. | 2 | 2 | 0.17% | 0.24% | 0.31% | Q1 2018 | Q1 2019 | 4 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.15% | 0.33% | Q2 2019 | Q1 2023 | 4 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q3 2020 | 4 |
MUFG Americas Holdings Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Empirical Finance, LLC | 3 | 3 | 0.25% | 0.27% | 0.29% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.91% | 1.47% | 1.78% | Q1 2023 | Q3 2023 | 3 |
Atria Investments, Inc | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
VisionPoint Advisory Group, LLC | 2 | 1 | 0.01% | 0.05% | 0.07% | Q4 2018 | Q2 2023 | 3 |
Valeo Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2016 | 3 |
FLOW TRADERS U.S. LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Veracity Capital LLC | 3 | 3 | 0.18% | 0.26% | 0.32% | Q1 2020 | Q3 2020 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2019 | Q1 2020 | 2 |
American Planning Services, Inc. | 2 | 2 | 0.48% | 3.50% | 6.53% | Q2 2023 | Q3 2023 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.07% | 0.14% | 0.20% | Q3 2020 | Q4 2020 | 2 |
SWS Partners | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PVG ASSET MANAGEMENT CORP | 2 | 2 | 0.45% | 0.46% | 0.48% | Q2 2019 | Q3 2019 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 2 |
Creative Planning | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.22% | 0.26% | 0.31% | Q4 2022 | Q1 2023 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Insight Advisors, LLC/ PA | 2 | 2 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Glassman Wealth Services | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2016 | 2 |
KilterHowling LLC | 2 | 2 | 4.94% | 4.95% | 4.97% | Q4 2021 | Q1 2022 | 2 |
J2 Capital Management Inc | 2 | 2 | 3.12% | 3.58% | 4.03% | Q1 2022 | Q2 2022 | 2 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 2 |
Snowden Capital Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.55% | 0.67% | 0.78% | Q2 2023 | Q3 2023 | 2 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
SMITH, MOORE & CO. | 2 | 2 | 0.20% | 0.21% | 0.21% | Q1 2020 | Q2 2020 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 0.60% | 1.42% | 2.23% | Q4 2021 | Q1 2022 | 2 |
Allred Capital Management, LLC | 2 | 2 | 0.18% | 0.30% | 0.43% | Q4 2018 | Q1 2019 | 2 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q3 2023 | Q3 2023 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Wescott Financial Advisory Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Vienna Asset Management LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q2 2022 | Q2 2022 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2022 | Q1 2022 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Destination Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
External links
This page lists all the filers that currently own PACER FDS TR or have owned PACER FDS TR in the past.