Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
First Heartland Consultants, Inc. | 32 | 32 | 0.03% | 0.21% | 1.68% | Q4 2015 | Q3 2023 | 32 |
ROYAL BANK OF CANADA | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
MORGAN STANLEY | 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 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.02% | 0.09% | 0.21% | Q4 2015 | Q3 2023 | 32 |
LPL Financial LLC | 32 | 32 | 0.05% | 0.21% | 0.70% | Q4 2015 | Q3 2023 | 32 |
Cambridge Investment Research Advisors, Inc. | 31 | 31 | 0.01% | 0.04% | 0.15% | Q1 2016 | 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 | 0.06% | 0.19% | 0.38% | Q4 2015 | Q3 2023 | 31 |
CWM, LLC | 23 | 8 | 0.01% | 0.23% | 0.61% | Q4 2015 | Q3 2023 | 31 |
UBS Group AG | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
STIFEL FINANCIAL CORP | 30 | 30 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 11 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 30 |
Stratos Wealth Partners, LTD. | 21 | 2 | 0.00% | 0.06% | 0.31% | Q4 2015 | Q3 2023 | 29 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.04% | 0.39% | 1.07% | Q4 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Private Advisor Group, LLC | 27 | 27 | 0.00% | 0.07% | 0.25% | Q1 2017 | Q3 2023 | 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 27 |
NewEdge Advisors, LLC | 26 | 26 | 0.00% | 0.29% | 0.85% | Q2 2017 | Q3 2023 | 26 |
Patriot Financial Group Insurance Agency, LLC | 26 | 26 | 0.03% | 0.08% | 0.12% | Q2 2017 | Q3 2023 | 26 |
Caprock Group, LLC | 26 | 26 | 0.07% | 0.23% | 0.46% | Q2 2017 | Q3 2023 | 26 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.16% | 1.26% | 4.20% | Q4 2017 | Q3 2023 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 24 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 14 | 10 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 24 |
Keystone Financial Group | 21 | 2 | 1.12% | 2.02% | 2.96% | Q4 2017 | Q3 2023 | 23 |
WELLS FARGO & COMPANY/MN | 22 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 23 |
StoneX Group Inc. | 19 | 3 | 0.11% | 0.48% | 1.18% | Q2 2017 | Q3 2023 | 22 |
NEXT Financial Group, Inc | 8 | 6 | 0.01% | 0.02% | 0.08% | Q4 2015 | Q4 2021 | 21 |
Cetera Advisor Networks LLC | 21 | 21 | 0.01% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Kovack Advisors, Inc. | 21 | 21 | 0.04% | 0.10% | 0.34% | Q1 2018 | Q1 2023 | 21 |
Tower Research Capital LLC (TRC) | 13 | 1 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
BlackRock Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.00% | 0.12% | 0.39% | Q4 2018 | Q3 2023 | 20 |
HighTower Advisors, LLC | 11 | 9 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Garrett Wealth Advisory Group, LLC | 20 | 20 | 3.80% | 10.21% | 16.43% | Q4 2018 | Q3 2023 | 20 |
SMITH, MOORE & CO. | 19 | 19 | 0.07% | 0.94% | 2.78% | Q1 2019 | Q3 2023 | 19 |
CALTON & ASSOCIATES, INC. | 18 | 18 | 0.17% | 0.54% | 2.24% | Q1 2019 | Q2 2023 | 18 |
Oakworth Capital, Inc. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Sunbelt Securities, Inc. | 17 | 17 | 0.01% | 0.12% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Cornerstone Wealth Management, LLC | 17 | 17 | 0.03% | 0.13% | 0.30% | Q4 2016 | Q4 2020 | 17 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 17 | 0.02% | 0.05% | 0.17% | Q4 2015 | Q4 2019 | 17 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 16 |
STEPHENS INC /AR/ | 10 | 6 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 16 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 2 | 0.04% | 0.69% | 4.08% | Q4 2018 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
MONECO Advisors, LLC | 15 | 15 | 0.30% | 1.33% | 2.13% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Gradient Investments LLC | 9 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
Claro Advisors LLC | 14 | 1 | 0.13% | 0.40% | 0.98% | Q4 2018 | Q3 2023 | 15 |
Parallax Volatility Advisers, L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.05% | 0.13% | Q2 2016 | Q4 2019 | 15 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Dynamic Advisor Solutions LLC | 13 | 13 | 0.01% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.08% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.33% | 0.74% | Q3 2020 | Q3 2023 | 13 |
Janney Montgomery Scott LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2020 | 13 |
SIGNATUREFD, LLC | 9 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2021 | 13 |
Larson Financial Group LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
JPMORGAN CHASE & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 0.15% | 0.21% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Provident Wealth Management, LLC | 13 | 13 | 2.88% | 3.92% | 7.82% | Q3 2020 | Q3 2023 | 13 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 0.86% | 1.29% | 2.71% | Q4 2020 | Q3 2023 | 12 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q4 2021 | 12 |
Eudaimonia Partners, LLC | 8 | 4 | 0.03% | 0.26% | 0.58% | Q4 2019 | Q4 2022 | 12 |
CIBC Private Wealth Group, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PFG Advisors | 12 | 12 | 0.03% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 9 | 2 | 0.00% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 11 |
Western Wealth Management, LLC | 6 | 5 | 0.05% | 0.35% | 0.88% | Q4 2018 | Q3 2023 | 11 |
RAYMOND JAMES TRUST N.A. | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.01% | 0.36% | 0.64% | Q4 2020 | Q3 2023 | 10 |
Pensionmark Financial Group, LLC | 10 | 10 | 0.27% | 0.39% | 0.74% | Q4 2020 | Q1 2023 | 10 |
J.W. COLE ADVISORS, INC. | 10 | 10 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Bison Wealth, LLC | 5 | 4 | 0.01% | 0.22% | 0.62% | Q4 2019 | Q3 2023 | 9 |
Capital Advisors, Ltd. LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
HUNTINGTON NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
FMR LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 9 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.12% | 0.52% | 1.27% | Q2 2019 | Q4 2022 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.06% | 0.11% | Q2 2021 | Q3 2023 | 9 |
Fermata Advisors, LLC | 7 | 1 | 0.54% | 1.75% | 3.59% | Q3 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.08% | 0.25% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Advisory Alpha, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.12% | 0.38% | 0.64% | Q4 2021 | Q3 2023 | 8 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.26% | 1.25% | 1.92% | Q4 2017 | Q3 2019 | 8 |
First Allied Advisory Services, Inc. | 8 | 8 | 0.06% | 0.15% | 0.23% | Q1 2018 | Q4 2019 | 8 |
Operose Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NATIONAL PLANNING CORP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2017 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
VICTORY CAPITAL MANAGEMENT INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2017 | 8 |
TAP Consulting, LLC | 6 | 1 | 0.01% | 1.74% | 3.71% | Q1 2019 | Q4 2021 | 8 |
MATHER GROUP, LLC. | 8 | 8 | 0.00% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 8 | 8 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Equitable Holdings, Inc. | 8 | 8 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 7 | 0.02% | 0.22% | 0.42% | Q1 2022 | Q3 2023 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisors LLC | 7 | 7 | 0.01% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.01% | 0.24% | 0.32% | Q2 2022 | Q4 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.02% | 0.17% | 0.26% | Q1 2022 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 6.09% | 7.42% | 8.53% | Q1 2022 | Q3 2023 | 7 |
Dana Investment Advisors, Inc. | 7 | 7 | 0.02% | 0.11% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
D.A. DAVIDSON & CO. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Perigon Wealth Management, LLC | 6 | 1 | 0.04% | 0.15% | 0.24% | Q3 2011 | Q1 2023 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q1 2023 | 7 |
Retirement Planning Group, LLC | 7 | 7 | 0.06% | 10.69% | 13.92% | Q1 2022 | Q3 2023 | 7 |
Hilltop Holdings Inc. | 7 | 7 | 0.09% | 0.20% | 0.22% | Q1 2022 | Q3 2023 | 7 |
FIFTH THIRD BANCORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 6 |
Clearview Wealth Advisors LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q2 2023 | 6 |
First Horizon Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 6 |
Parkside Financial Bank & Trust | 6 | 6 | 0.08% | 0.14% | 0.17% | Q3 2017 | Q4 2018 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WCG Wealth Advisors LLC | 6 | 6 | 0.16% | 0.25% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Pacific Center for Financial Services | 3 | 3 | 0.04% | 3.28% | 4.59% | Q1 2022 | Q3 2023 | 6 |
Alpha Cubed Investments, LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
SII INVESTMENTS INC/WI | 6 | 6 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q4 2017 | 6 |
Ausdal Financial Partners, Inc. | 4 | 1 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 6 |
Fluent Financial, LLC | 6 | 6 | 1.29% | 1.59% | 1.90% | Q1 2022 | Q2 2023 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q2 2019 | 6 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Lumature Wealth Partners, LLC | 5 | 5 | 1.69% | 2.78% | 3.80% | Q2 2022 | Q2 2023 | 5 |
Trek Financial, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 5 | 0.04% | 0.11% | 0.24% | Q3 2018 | Q3 2019 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Accel Wealth Management | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q1 2023 | 5 |
Lee Financial Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Atria Investments, Inc | 5 | 5 | 0.06% | 0.10% | 0.12% | Q2 2022 | Q2 2023 | 5 |
AlphaStar Capital Management, LLC | 5 | 5 | 0.03% | 0.07% | 0.08% | Q2 2021 | Q2 2022 | 5 |
Sigma Planning Corp | 5 | 5 | 0.07% | 0.18% | 0.34% | Q1 2022 | Q1 2023 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.06% | 0.14% | Q3 2018 | Q3 2019 | 5 |
Advisory Services Network, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 5 |
Fulcrum Equity Management | 5 | 5 | 0.87% | 1.49% | 2.39% | Q2 2021 | Q2 2022 | 5 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 5 |
Westside Investment Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
SeaCrest Wealth Management, LLC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
CapWealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 5 |
OneAscent Financial Services LLC | 5 | 5 | 0.26% | 1.65% | 2.22% | Q2 2022 | Q2 2023 | 5 |
Vantage Financial Partners, LLC | 5 | 5 | 1.62% | 3.77% | 5.31% | Q3 2022 | Q3 2023 | 5 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.05% | 0.16% | Q1 2020 | Q1 2023 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 4 |
US BANCORP \DE\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
PNC FINANCIAL SERVICES GROUP, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 4 |
CIBC BANK USA | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q3 2017 | 4 |
NWAM LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Creative Planning | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 4 |
Wealth & Pension Services Group, Inc. | 4 | 4 | 0.44% | 0.46% | 0.46% | Q4 2018 | Q3 2019 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.54% | 0.56% | 0.59% | Q2 2019 | Q1 2020 | 4 |
SIMPLEX TRADING, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
WHITENER CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2018 | Q3 2019 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 5.29% | 6.15% | 8.30% | Q4 2022 | Q3 2023 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Keel Point, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 2.18% | 5.26% | 8.47% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.49% | 0.57% | 0.61% | Q4 2020 | Q3 2021 | 4 |
Cresta Advisors, Ltd. | 4 | 4 | 1.19% | 5.15% | 9.44% | Q3 2022 | Q2 2023 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
55I, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 3 | 3 | 0.48% | 2.14% | 3.36% | Q3 2022 | Q1 2023 | 3 |
Concorde Asset Management, LLC | 3 | 3 | 0.33% | 0.37% | 0.42% | Q4 2018 | Q2 2019 | 3 |
Virginia National Bank | 3 | 3 | 1.96% | 3.82% | 4.89% | Q4 2022 | Q2 2023 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 3 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.01% | 0.04% | 0.05% | Q1 2010 | Q3 2023 | 3 |
Empirical Asset Management, LLC | 3 | 3 | 0.73% | 1.07% | 1.28% | Q1 2023 | Q3 2023 | 3 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q1 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CITIGROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 3 |
OneAscent Wealth Management LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.90% | 0.95% | 1.04% | Q1 2023 | Q3 2023 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
CoreCap Advisors, LLC | 3 | 3 | 0.04% | 0.06% | 0.10% | Q2 2022 | Q4 2022 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.02% | 0.15% | 0.23% | Q1 2023 | Q3 2023 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Stegent Equity Advisors, Inc. | 3 | 3 | 1.14% | 1.40% | 1.61% | Q4 2022 | Q2 2023 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
TORONTO DOMINION BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q4 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q1 2023 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.25% | 0.48% | Q1 2017 | Q4 2019 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Spectrum Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2022 | 2 |
PALLADIEM, LLC | 2 | 2 | 4.53% | 4.54% | 4.55% | Q2 2023 | Q3 2023 | 2 |
Spectrum Wealth Advisory Group, LLC | 2 | 2 | 0.92% | 2.56% | 4.20% | Q1 2019 | Q2 2019 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Southland Equity Partners LLC | 2 | 2 | 0.11% | 0.21% | 0.31% | Q1 2022 | Q2 2022 | 2 |
James Reed Financial Services, Inc. | 2 | 2 | 26.41% | 26.98% | 27.54% | Q2 2022 | Q3 2022 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
TITLEIST CAPITAL, LLC | 2 | 2 | 0.67% | 0.74% | 0.82% | Q3 2022 | Q4 2022 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.21% | 0.49% | 0.77% | Q1 2022 | Q2 2022 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Inspire Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.43% | 0.43% | 0.44% | Q4 2018 | Q1 2019 | 2 |
Sound View Wealth Advisors Group, LLC | 2 | 2 | 0.19% | 0.30% | 0.40% | Q2 2019 | Q3 2019 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 2 |
Bridgeworth, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2017 | Q3 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Clarius Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Canvas Wealth Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 4.37% | 4.37% | 4.37% | Q1 2022 | Q1 2022 | 1 |
ACT Advisors, LLC. | 1 | 1 | 1.60% | 1.60% | 1.60% | Q2 2022 | Q2 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TITLEIST ASSET MANAGEMENT, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own VICTORY PORTFOLIOS II or have owned VICTORY PORTFOLIOS II in the past.