Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
WealthShield Partners, LLC | 16 | 16 | 0.10% | 1.37% | 3.73% | Q4 2019 | Q3 2023 | 16 |
Cetera Advisor Networks LLC | 16 | 16 | 0.00% | 0.27% | 0.80% | Q4 2019 | Q3 2023 | 16 |
Geneos Wealth Management Inc. | 16 | 16 | 0.00% | 0.08% | 0.23% | Q4 2019 | Q3 2023 | 16 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
RAYMOND JAMES & ASSOCIATES | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Raymond James Financial Services Advisors, Inc. | 16 | 16 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.01% | 0.06% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Sound Financial Strategies Group, LLC | 15 | 15 | 0.01% | 15.16% | 32.15% | Q1 2020 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.15% | 0.45% | 0.80% | Q4 2019 | Q3 2023 | 15 |
Cambridge Investment Research Advisors, Inc. | 15 | 15 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 15 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.02% | 0.29% | Q1 2020 | Q2 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.38% | 0.79% | 0.97% | Q2 2020 | Q3 2023 | 14 |
LPL Financial LLC | 14 | 14 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
MML INVESTORS SERVICES, LLC | 13 | 13 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
F3Logic, LLC | 13 | 13 | 0.13% | 4.65% | 9.64% | Q4 2019 | Q4 2022 | 13 |
Cetera Advisors LLC | 12 | 12 | 0.02% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Janney Montgomery Scott LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 12 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
PFG Advisors | 12 | 12 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Atria Investments, Inc | 12 | 12 | 0.02% | 0.28% | 0.68% | Q4 2020 | Q3 2023 | 12 |
JANE STREET GROUP, LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Stratos Wealth Partners, LTD. | 12 | 12 | 0.01% | 0.05% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Good Life Advisors, LLC | 12 | 12 | 0.07% | 0.17% | 0.27% | Q3 2020 | Q2 2023 | 12 |
Capital Asset Advisory Services LLC | 7 | 4 | 0.02% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 11 |
Pacer Advisors, Inc. | 9 | 2 | 0.04% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 11 |
TRUIST FINANCIAL CORP | 9 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Sigma Planning Corp | 10 | 1 | 0.01% | 0.19% | 0.48% | Q1 2020 | Q4 2022 | 11 |
LEVEL FOUR ADVISORY SERVICES, LLC | 11 | 11 | 0.02% | 0.14% | 0.25% | Q2 2020 | Q4 2022 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q1 2023 | 11 |
MORGAN STANLEY | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Koss-Olinger Consulting, LLC | 10 | 10 | 0.03% | 3.98% | 10.36% | Q2 2021 | Q3 2023 | 10 |
BANK OF MONTREAL /CAN/ | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
J.W. COLE ADVISORS, INC. | 8 | 2 | 0.05% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.10% | 0.27% | Q1 2021 | Q3 2023 | 10 |
IHT Wealth Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
Private Advisor Group, LLC | 10 | 10 | 0.00% | 0.10% | 0.22% | Q4 2020 | Q1 2023 | 10 |
American Portfolios Advisors | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q1 2023 | 10 |
NewEdge Advisors, LLC | 9 | 9 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
UBS Group AG | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
WealthBridge Capital Management, LLC | 9 | 9 | 0.09% | 0.21% | 0.42% | Q3 2021 | Q3 2023 | 9 |
WEDBUSH SECURITIES INC | 9 | 9 | 0.02% | 0.11% | 0.26% | Q2 2021 | Q2 2023 | 9 |
B. Riley Wealth Advisors, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
WELLS FARGO & COMPANY/MN | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.01% | 0.27% | 1.40% | Q4 2021 | Q3 2023 | 8 |
Financial Advocates Investment Management | 8 | 8 | 0.10% | 0.17% | 0.22% | Q1 2021 | Q4 2022 | 8 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.01% | 0.12% | 0.32% | Q2 2021 | Q3 2023 | 8 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2022 | 8 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 8 | 8 | 0.14% | 0.29% | 0.38% | Q3 2020 | Q2 2022 | 8 |
Advisory Services Network, LLC | 6 | 2 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q1 2023 | 8 |
Centric Wealth Management | 8 | 8 | 0.14% | 0.31% | 0.47% | Q4 2020 | Q3 2022 | 8 |
OARSMAN CAPITAL, INC. | 7 | 7 | 0.22% | 1.46% | 1.87% | Q4 2020 | Q2 2022 | 7 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.05% | 0.15% | Q2 2021 | Q2 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 7 |
360 Financial, Inc. | 7 | 7 | 3.36% | 3.60% | 3.83% | Q4 2020 | Q2 2022 | 7 |
Providence Capital Advisors, LLC | 7 | 7 | 0.01% | 0.03% | 0.15% | Q3 2020 | Q1 2022 | 7 |
SMITH, MOORE & CO. | 7 | 7 | 0.12% | 0.44% | 0.67% | Q2 2020 | Q4 2021 | 7 |
Clarus Group, Inc. | 6 | 1 | 0.69% | 4.25% | 6.90% | Q4 2020 | Q3 2023 | 7 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 7 |
Baird Financial Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.00% | 0.01% | 0.05% | Q3 2021 | Q1 2023 | 7 |
WFA of San Diego, LLC | 4 | 1 | 0.00% | 0.30% | 0.74% | Q3 2021 | Q3 2023 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
Prostatis Group LLC | 5 | 1 | 0.02% | 1.71% | 2.43% | Q1 2021 | Q2 2023 | 6 |
Cardan Capital Partners, LLC | 6 | 6 | 2.30% | 2.92% | 3.58% | Q2 2020 | Q3 2021 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.13% | 0.23% | 0.34% | Q2 2020 | Q3 2023 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.01% | 0.84% | 1.51% | Q1 2021 | Q2 2022 | 6 |
SFMG, LLC | 6 | 6 | 0.16% | 0.22% | 0.29% | Q4 2020 | Q1 2022 | 6 |
Greenwich Wealth Management LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q4 2022 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.03% | 0.38% | 0.88% | Q4 2020 | Q1 2022 | 6 |
WT Wealth Management | 6 | 6 | 0.63% | 1.34% | 1.64% | Q4 2020 | Q1 2022 | 6 |
Aft, Forsyth & Sober, LLC | 6 | 6 | 0.07% | 0.20% | 0.40% | Q4 2020 | Q1 2022 | 6 |
Equitable Holdings, Inc. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
StoneX Group Inc. | 6 | 6 | 0.09% | 0.10% | 0.12% | Q3 2020 | Q4 2021 | 6 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 6 | 6 | 0.10% | 0.16% | 0.25% | Q1 2021 | Q2 2022 | 6 |
Core Wealth Advisors, Inc. | 6 | 6 | 0.03% | 0.07% | 0.10% | Q3 2020 | Q4 2021 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
Csenge Advisory Group | 6 | 6 | 0.78% | 1.17% | 1.55% | Q2 2022 | Q3 2023 | 6 |
Regal Investment Advisors LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 5 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 5 | 5 | 0.04% | 0.24% | 0.40% | Q2 2021 | Q2 2022 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.09% | 0.24% | 0.43% | Q3 2020 | Q3 2021 | 5 |
Veracity Capital LLC | 5 | 5 | 0.22% | 1.73% | 2.94% | Q4 2019 | Q4 2020 | 5 |
Brookstone Capital Management | 5 | 5 | 0.01% | 0.05% | 0.13% | Q4 2020 | Q4 2021 | 5 |
Keystone Financial Group | 5 | 5 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q2 2022 | 5 |
Silverleafe Capital Partners, LLC | 5 | 5 | 0.20% | 1.76% | 2.32% | Q1 2021 | Q1 2022 | 5 |
RAYMOND JAMES TRUST N.A. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 5 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 4 | 4 | 0.18% | 0.24% | 0.30% | Q2 2021 | Q1 2022 | 4 |
Qube Research & Technologies Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
IronBridge Private Wealth, LLC | 4 | 4 | 1.92% | 2.16% | 2.38% | Q3 2021 | Q2 2022 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.01% | 0.05% | 0.12% | Q1 2021 | Q4 2021 | 4 |
MGO ONE SEVEN LLC | 4 | 4 | 0.03% | 0.17% | 0.26% | Q1 2021 | Q4 2021 | 4 |
Wealth Management Partners, LLC | 4 | 4 | 0.52% | 0.56% | 0.61% | Q3 2021 | Q2 2022 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
HBW ADVISORY SERVICES LLC | 4 | 4 | 0.13% | 0.30% | 0.57% | Q1 2022 | Q4 2022 | 4 |
MBL Wealth, LLC | 2 | 1 | 0.27% | 1.95% | 2.80% | Q4 2020 | Q1 2022 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.09% | 0.12% | 0.18% | Q4 2020 | Q3 2021 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 4 |
Monument Capital Management | 4 | 4 | 0.73% | 1.12% | 1.46% | Q1 2021 | Q4 2021 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Trinity Wealth Management, LLC | 4 | 4 | 0.51% | 3.24% | 6.45% | Q3 2021 | Q2 2022 | 4 |
InTrack Investment Management Inc | 4 | 4 | 0.52% | 0.82% | 1.17% | Q2 2021 | Q1 2022 | 4 |
Covestor Ltd | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.15% | 0.16% | 0.17% | Q2 2021 | Q1 2022 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.58% | 0.62% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Tyler-Stone Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Intrepid Financial Planning Group LLC | 4 | 4 | 0.20% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Cascadia Advisory Services, LLC | 3 | 3 | 1.31% | 1.72% | 2.52% | Q1 2021 | Q3 2021 | 3 |
EUDAIMONIA ADVISORS LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q2 2022 | 3 |
Worth Asset Management, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.07% | 0.09% | Q2 2021 | Q2 2022 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.50% | 0.53% | 0.57% | Q1 2023 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
ORG Partners LLC | 3 | 3 | 0.11% | 0.27% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Cherry Creek Investment Advisors, Inc. | 3 | 3 | 0.24% | 0.50% | 0.93% | Q2 2021 | Q4 2021 | 3 |
Bridgeworth, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 4.82% | 7.44% | 8.81% | Q4 2021 | Q2 2022 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
VERUS CAPITAL PARTNERS, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 3.66% | 4.05% | 4.36% | Q2 2021 | Q4 2021 | 3 |
Stegent Equity Advisors, Inc. | 3 | 3 | 1.41% | 2.20% | 3.32% | Q4 2021 | Q2 2022 | 3 |
Apollon Wealth Management, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
TAP Consulting, LLC | 3 | 3 | 1.27% | 1.61% | 2.25% | Q3 2021 | Q1 2022 | 3 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Independent Wealth Network Inc. | 2 | 2 | 0.18% | 0.18% | 0.19% | Q3 2021 | Q4 2021 | 2 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Kercheville Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q3 2021 | Q4 2021 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 2 |
Community Financial Services Group, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q3 2021 | Q4 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2020 | Q4 2020 | 2 |
RETIREMENT GUYS FORMULA LLC | 2 | 2 | 0.45% | 2.08% | 3.72% | Q4 2021 | Q1 2022 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.01% | 0.05% | 0.08% | Q2 2022 | Q3 2022 | 2 |
BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 2 |
ODonnell Financial Services, LLC | 2 | 2 | 2.75% | 3.70% | 4.66% | Q3 2021 | Q4 2021 | 2 |
WEST MICHIGAN ADVISORS, LLC | 2 | 2 | 2.46% | 4.18% | 5.92% | Q4 2021 | Q1 2022 | 2 |
Ballew Advisors, Inc | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2021 | Q3 2021 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.35% | 0.39% | 0.43% | Q2 2021 | Q3 2021 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
MAGNOLIA CAPITAL ADVISORS LLC | 2 | 2 | 1.01% | 1.88% | 2.74% | Q4 2021 | Q1 2022 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Investors Financial Group, LLC | 2 | 2 | 0.53% | 0.54% | 0.54% | Q1 2021 | Q2 2021 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q2 2022 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.81% | 1.03% | 1.24% | Q2 2021 | Q4 2021 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
J2 Capital Management Inc | 2 | 2 | 4.94% | 5.12% | 5.30% | Q4 2021 | Q1 2022 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Eldridge Investment Advisors, Inc. | 2 | 2 | 0.10% | 0.15% | 0.20% | Q2 2021 | Q3 2021 | 2 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2020 | Q4 2020 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Obsidian Personal Planning Solutions LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Whitaker-Myers Wealth Managers, LTD. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Advisor Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2021 | Q2 2021 | 1 |
Advisory Resource Group | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2021 | Q3 2021 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SNS Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2020 | Q1 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own PACER FDS TR or have owned PACER FDS TR in the past.