Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 27 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2022 | 29 |
Financial Enhancement Group LLC | 28 | 28 | 0.12% | 0.16% | 0.19% | Q4 2015 | Q3 2022 | 28 |
HighTower Advisors, LLC | 25 | 25 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2022 | 25 |
Argent Trust Co | 24 | 24 | 0.05% | 0.22% | 0.35% | Q4 2016 | Q3 2022 | 24 |
LPL Financial LLC | 19 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2022 | 23 |
Capital Investment Advisors, LLC | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2022 | 22 |
StoneX Group Inc. | 18 | 3 | 0.15% | 0.65% | 3.34% | Q3 2016 | Q4 2021 | 21 |
MML INVESTORS SERVICES, LLC | 11 | 10 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2022 | 21 |
Santori & Peters, Inc. | 20 | 20 | 1.33% | 1.68% | 2.87% | Q4 2017 | Q3 2022 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 17 |
Geneos Wealth Management Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
Evensky & Katz LLC | 16 | 16 | 0.04% | 0.18% | 1.59% | Q4 2018 | Q3 2022 | 16 |
Armor Investment Advisors, LLC | 15 | 1 | 0.18% | 0.20% | 0.22% | Q3 2018 | Q3 2022 | 16 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 15 |
Western Wealth Management, LLC | 11 | 4 | 0.07% | 0.10% | 0.12% | Q4 2018 | Q3 2022 | 15 |
CWM, LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 15 |
AMERIPRISE FINANCIAL INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 14 |
Creative Planning | 8 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 14 |
WADDELL & ASSOCIATES, LLC | 14 | 14 | 3.82% | 7.52% | 10.29% | Q4 2018 | Q1 2022 | 14 |
Ancora Advisors LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 14 |
CIBC WORLD MARKET INC. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
Private Advisor Group, LLC | 13 | 13 | 0.06% | 0.09% | 0.12% | Q1 2019 | Q1 2022 | 13 |
Cambridge Investment Research Advisors, Inc. | 8 | 5 | 0.00% | 0.04% | 0.09% | Q3 2017 | Q3 2022 | 13 |
Advisor Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 12 |
Ellis Investment Partners, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Sugarloaf Wealth Management, LLC | 9 | 2 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q3 2022 | 11 |
WELLS FARGO & COMPANY/MN | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 11 |
IFP Advisors, Inc | 8 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 11 |
Perigon Wealth Management, LLC | 6 | 1 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q4 2019 | 11 |
Retirement Group, LLC | 10 | 1 | 0.01% | 0.37% | 1.39% | Q4 2019 | Q3 2022 | 11 |
Heritage Trust Co | 11 | 11 | 1.47% | 1.69% | 1.88% | Q1 2020 | Q3 2022 | 11 |
STIFEL FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 10 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Institute for Wealth Management, LLC. | 7 | 1 | 0.06% | 0.09% | 0.12% | Q2 2017 | Q2 2020 | 9 |
JPMORGAN CHASE & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 9 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 9 |
UBS Group AG | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2022 | 9 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2017 | 9 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2020 | 8 |
VALLEY NATIONAL ADVISERS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Wealthcare Advisory Partners LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 8 |
Future Financial Wealth Managment LLC | 8 | 8 | 0.24% | 1.47% | 3.28% | Q4 2020 | Q3 2022 | 8 |
BANK OF MONTREAL /CAN/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
Arete Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q2 2022 | 8 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 8 |
MORGAN STANLEY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Parallel Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Accel Wealth Management | 8 | 8 | 1.43% | 2.07% | 2.75% | Q4 2020 | Q3 2022 | 8 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Prestige Wealth Management Group LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.45% | 0.50% | 0.55% | Q1 2020 | Q1 2022 | 7 |
PRIVATE TRUST CO NA | 5 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2022 | 7 |
Global Financial Private Capital, Inc | 7 | 7 | 0.15% | 0.22% | 0.34% | Q3 2017 | Q1 2019 | 7 |
NORTHERN TRUST CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Bridge Advisory, LLC | 6 | 6 | 1.80% | 2.42% | 3.09% | Q4 2020 | Q1 2022 | 6 |
Cetera Advisor Networks LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Laffer Tengler Investments, Inc. | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q3 2022 | 5 |
Transform Wealth, LLC | 5 | 5 | 0.04% | 0.18% | 0.59% | Q3 2021 | Q3 2022 | 5 |
Cetera Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 5 |
Good Harbor Financial, LLC | 5 | 5 | 0.04% | 0.11% | 0.19% | Q3 2014 | Q3 2015 | 5 |
Realta Investment Advisors | 5 | 5 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q3 2022 | 5 |
Litman Gregory Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
TMD Wealth Management, LLC | 5 | 5 | 0.11% | 1.18% | 5.12% | Q1 2021 | Q1 2022 | 5 |
Alpha Omega Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2019 | 5 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.08% | 0.16% | Q2 2021 | Q1 2022 | 4 |
AVALON CAPITAL MANAGEMENT | 3 | 1 | 0.20% | 0.97% | 3.21% | Q4 2019 | Q4 2020 | 4 |
MSI Financial Services Inc | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 4 |
Virtu Financial LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q1 2015 | 4 |
WHITTIER TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Raymond James Financial Services Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
TD Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 4 |
Dana Investment Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
WFG Advisors, LP | 4 | 4 | 0.00% | 0.10% | 0.21% | Q3 2016 | Q2 2017 | 4 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Tyler-Stone Wealth Management | 3 | 3 | 0.47% | 0.49% | 0.52% | Q4 2021 | Q2 2022 | 3 |
Anson Capital, Inc. | 3 | 3 | 0.21% | 0.22% | 0.22% | Q4 2021 | Q2 2022 | 3 |
GOLDMAN SACHS GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
EXANE DERIVATIVES | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2018 | Q1 2019 | 3 |
Red Door Wealth Management, LLC | 3 | 3 | 0.19% | 0.19% | 0.20% | Q1 2022 | Q3 2022 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.04% | 0.16% | 0.39% | Q1 2019 | Q3 2019 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
CoreCap Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Bridgewater Advisors Inc. | 2 | 1 | 0.26% | 1.83% | 2.69% | Q4 2021 | Q3 2022 | 3 |
Morling Financial Advisors, LLC | 2 | 2 | 0.27% | 0.31% | 0.35% | Q4 2021 | Q1 2022 | 2 |
Socha Financial Group, LLC | 2 | 2 | 34.60% | 35.81% | 37.02% | Q4 2021 | Q1 2022 | 2 |
BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.14% | 0.28% | Q4 2014 | Q1 2021 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.19% | 0.22% | 0.25% | Q1 2017 | Q2 2017 | 2 |
American Portfolios Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.11% | 0.16% | 0.21% | Q3 2020 | Q4 2020 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.59% | 1.16% | Q4 2019 | Q3 2021 | 2 |
Csenge Advisory Group | 2 | 2 | 0.18% | 0.26% | 0.34% | Q2 2022 | Q3 2022 | 2 |
YHB Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Foresight Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
CEDAR CAPITAL, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2015 | Q4 2015 | 1 |
SignalPoint Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own BARCLAYS BANK PLC or have owned BARCLAYS BANK PLC in the past.