Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 32 | 32 | 0.02% | 0.11% | 0.23% | Q4 2015 | Q3 2023 | 32 |
ROYAL BANK OF CANADA | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Private Advisor Group, LLC | 32 | 32 | 0.00% | 0.13% | 0.35% | Q4 2015 | Q3 2023 | 32 |
RAYMOND JAMES & ASSOCIATES | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 32 | 32 | 0.02% | 0.06% | 0.15% | Q4 2015 | Q3 2023 | 32 |
MORGAN STANLEY | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
UBS Group AG | 32 | 32 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 32 |
Cambridge Investment Research Advisors, Inc. | 32 | 32 | 0.01% | 0.09% | 0.17% | Q4 2015 | Q3 2023 | 32 |
STIFEL FINANCIAL CORP | 30 | 1 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 23 | 8 | 0.01% | 0.10% | 0.21% | Q4 2015 | Q3 2023 | 31 |
BANK OF AMERICA CORP /DE/ | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.05% | 0.14% | 0.23% | Q4 2015 | Q3 2023 | 31 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
First Heartland Consultants, Inc. | 17 | 11 | 0.01% | 0.06% | 0.17% | Q4 2015 | Q2 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.24% | 0.49% | 0.94% | Q4 2016 | Q3 2023 | 28 |
NewEdge Advisors, LLC | 26 | 26 | 0.02% | 0.11% | 0.22% | Q2 2017 | Q3 2023 | 26 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.15% | 1.14% | 3.61% | Q4 2017 | Q3 2023 | 24 |
Janney Montgomery Scott LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.08% | 0.17% | Q4 2017 | Q3 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.18% | 0.68% | 1.81% | Q4 2017 | Q3 2023 | 24 |
WELLS FARGO & COMPANY/MN | 22 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23 | 23 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
NEXT Financial Group, Inc | 14 | 8 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q4 2021 | 22 |
Keystone Financial Group | 20 | 2 | 2.01% | 4.44% | 5.88% | Q1 2018 | Q3 2023 | 22 |
Hochman Cole Investment Advisors, Inc. | 21 | 21 | 0.13% | 0.43% | 0.83% | Q3 2016 | Q3 2021 | 21 |
Cetera Advisor Networks LLC | 21 | 21 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.06% | 0.11% | 0.21% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Sound Income Strategies, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
MONECO Advisors, LLC | 19 | 19 | 0.31% | 0.75% | 1.22% | Q4 2018 | Q2 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.02% | 0.17% | 1.78% | Q4 2018 | Q3 2023 | 19 |
Citadel Advisors | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 18 | 18 | 0.02% | 0.03% | 0.08% | Q2 2016 | Q3 2020 | 18 |
CALTON & ASSOCIATES, INC. | 18 | 18 | 0.30% | 0.48% | 0.91% | Q1 2019 | Q2 2023 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 17 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q4 2019 | 17 |
B. Riley Wealth Advisors, Inc. | 17 | 17 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q1 2022 | 17 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.01% | 3.68% | 9.34% | Q4 2015 | Q3 2019 | 16 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2023 | 16 |
North Star Investment Management Corp. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 16 |
VICTORY CAPITAL MANAGEMENT INC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2019 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 5 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q1 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Parallax Volatility Advisers, L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 15 |
Creative Planning | 14 | 14 | 0.00% | 0.02% | 0.08% | Q2 2020 | Q3 2023 | 14 |
StoneX Group Inc. | 13 | 1 | 0.03% | 0.66% | 1.55% | Q2 2017 | Q4 2021 | 14 |
Mutual Advisors, LLC | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
STEPHENS INC /AR/ | 11 | 2 | 0.01% | 0.01% | 0.04% | Q3 2018 | Q1 2023 | 13 |
Baird Financial Group, Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 13 |
BlackRock Inc. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 12 |
Eudaimonia Partners, LLC | 8 | 4 | 0.09% | 0.22% | 0.39% | Q4 2019 | Q4 2022 | 12 |
CIBC Private Wealth Group, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Perigon Wealth Management, LLC | 11 | 1 | 0.08% | 0.25% | 0.37% | Q3 2011 | Q1 2023 | 12 |
Rockefeller Capital Management L.P. | 6 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 11 |
Proficio Capital Partners LLC | 11 | 11 | 0.02% | 0.08% | 0.28% | Q4 2015 | Q2 2018 | 11 |
Atria Investments, Inc | 11 | 11 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q1 2023 | 11 |
MML INVESTORS SERVICES, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 11 |
Aldebaran Financial Inc. | 10 | 10 | 0.15% | 0.20% | 0.29% | Q3 2016 | Q4 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.09% | 0.26% | Q1 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.01% | 0.35% | 0.78% | Q4 2020 | Q3 2023 | 10 |
Cornerstone Wealth Management, LLC | 10 | 10 | 0.03% | 0.68% | 1.11% | Q4 2016 | Q1 2019 | 10 |
Capital Advisors, Ltd. LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CIBC BANK USA | 9 | 9 | 0.03% | 0.05% | 0.06% | Q4 2015 | Q4 2017 | 9 |
TAP Consulting, LLC | 7 | 1 | 0.01% | 1.64% | 3.74% | Q1 2019 | Q4 2021 | 9 |
HUNTINGTON NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 9 |
Geneos Wealth Management Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
DEUTSCHE BANK AG\ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Commonwealth Equity Services, Inc | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2017 | 8 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.37% | 0.56% | 0.82% | Q4 2021 | Q3 2023 | 8 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 8 | 8 | 0.03% | 0.07% | 0.10% | Q4 2019 | Q3 2021 | 8 |
NATIONAL PLANNING CORP | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q3 2017 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.07% | 0.19% | 0.29% | Q4 2021 | Q3 2023 | 8 |
BB&T SECURITIES, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2019 | 8 |
D.A. DAVIDSON & CO. | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2019 | 8 |
Gradient Investments LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 8 |
MATHER GROUP, LLC. | 8 | 8 | 0.01% | 0.17% | 0.28% | Q4 2021 | Q3 2023 | 8 |
First Allied Advisory Services, Inc. | 8 | 8 | 0.02% | 0.12% | 0.25% | Q1 2018 | Q4 2019 | 8 |
Gladstone Institutional Advisory LLC | 8 | 8 | 0.02% | 0.21% | 0.45% | Q3 2021 | Q2 2023 | 8 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.10% | 0.81% | 1.15% | Q2 2022 | Q4 2023 | 7 |
Sweet Financial Partners, LLC | 7 | 7 | 0.46% | 7.82% | 15.91% | Q4 2021 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
WEDBUSH SECURITIES INC | 7 | 7 | 0.02% | 0.12% | 0.20% | Q1 2018 | Q3 2019 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 5.55% | 7.47% | 10.25% | Q1 2022 | Q3 2023 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.06% | 0.07% | 0.07% | Q3 2020 | Q1 2022 | 7 |
HighTower Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
55I, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.64% | 1.18% | 1.82% | Q1 2019 | Q2 2020 | 6 |
Parkside Financial Bank & Trust | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2018 | 6 |
Cetera Advisors LLC | 4 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2019 | 6 |
FDx Advisors, Inc. | 6 | 6 | 0.56% | 0.70% | 0.79% | Q4 2021 | Q1 2023 | 6 |
BDO Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
JPMORGAN CHASE & CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.06% | 0.09% | 0.15% | Q4 2019 | Q3 2021 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Vantage Financial Partners, LLC | 5 | 5 | 1.18% | 2.78% | 3.81% | Q3 2022 | Q3 2023 | 5 |
Westside Investment Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Sigma Planning Corp | 5 | 5 | 0.12% | 0.12% | 0.13% | Q3 2021 | Q3 2022 | 5 |
SII INVESTMENTS INC/WI | 5 | 5 | 0.02% | 0.07% | 0.19% | Q4 2016 | Q4 2017 | 5 |
US BANCORP \DE\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 5 |
Lumature Wealth Partners, LLC | 5 | 5 | 1.72% | 2.85% | 3.79% | Q2 2022 | Q2 2023 | 5 |
COMMERCE BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Bowman & Co S.C. | 5 | 5 | 0.20% | 0.33% | 0.46% | Q2 2022 | Q2 2023 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 5 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
NewDay Solutions, LLC | 3 | 1 | 1.33% | 1.93% | 3.49% | Q4 2018 | Q4 2019 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.10% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2019 | 4 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 4 |
Wealth & Pension Services Group, Inc. | 4 | 4 | 0.46% | 0.54% | 0.58% | Q4 2018 | Q3 2019 | 4 |
Aspire Wealth Management Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 4 | 0.06% | 0.09% | 0.17% | Q3 2018 | Q2 2019 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.07% | 0.07% | 0.08% | Q1 2018 | Q4 2018 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.50% | 0.54% | 0.56% | Q4 2020 | Q3 2021 | 4 |
FREEDOM WEALTH ALLIANCE, LLC | 4 | 4 | 8.11% | 8.56% | 8.90% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.66% | 0.90% | 1.05% | Q4 2022 | Q3 2023 | 4 |
Sowa Financial Group, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
MAI Capital Management | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Summit Financial Wealth Advisors, LLC | 3 | 3 | 0.32% | 0.33% | 0.34% | Q2 2019 | Q4 2019 | 3 |
BMS Financial Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2022 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Claraphi Advisory Network, LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q1 2020 | Q3 2020 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 3 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.22% | 0.24% | 0.25% | Q4 2021 | Q3 2022 | 3 |
GOLDMAN SACHS GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.54% | 0.55% | 0.57% | Q2 2023 | Q3 2023 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Retirement Planning Group, LLC | 1 | 1 | 0.09% | 0.12% | 0.15% | Q3 2022 | Q2 2023 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q4 2016 | 2 |
Clarius Group, LLC | 1 | 1 | 0.05% | 0.11% | 0.18% | Q3 2018 | Q1 2019 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q3 2018 | Q4 2018 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Capital Square, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own VICTORY PORTFOLIOS II or have owned VICTORY PORTFOLIOS II in the past.