| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Cambridge Investment Research Advisors, Inc. | 7 | 7 | 0.00% | 0.06% | 0.13% | Q1 2022 | Q3 2023 | 7 |
| COMMONWEALTH EQUITY SERVICES, LLC | 7 | 7 | 0.01% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
| Capital Group Private Client Services, Inc. | 7 | 7 | 0.06% | 1.33% | 2.47% | Q1 2022 | Q3 2023 | 7 |
| AXXCESS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.48% | 0.65% | Q1 2022 | Q3 2023 | 7 |
| Kestra Advisory Services, LLC | 7 | 7 | 0.00% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 7 |
| CAPTRUST FINANCIAL ADVISORS | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
| Mutual Advisors, LLC | 7 | 7 | 0.04% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.06% | 0.17% | 0.28% | Q1 2022 | Q3 2023 | 7 |
| Financial Council Asset Management Inc | 7 | 7 | 3.00% | 12.41% | 18.68% | Q1 2022 | Q3 2023 | 7 |
| Capital International Investors | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
| OSAIC HOLDINGS, INC. | 7 | 7 | 0.00% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
| MADISON WEALTH MANAGEMENT | 7 | 7 | 0.04% | 0.59% | 0.92% | Q1 2022 | Q3 2023 | 7 |
| ROYAL BANK OF CANADA | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
| ENVESTNET ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
| MML INVESTORS SERVICES, LLC | 7 | 7 | 0.00% | 0.12% | 0.23% | Q1 2022 | Q3 2023 | 7 |
| IFP Advisors, Inc | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
| LINCOLN NATIONAL CORP | 7 | 7 | 0.01% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 7 |
| LPL Financial LLC | 6 | 6 | 0.00% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
| UBS Group AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
| Main Street Financial Solutions, LLC | 6 | 6 | 0.13% | 0.70% | 1.12% | Q2 2022 | Q3 2023 | 6 |
| FINANCIAL MANAGEMENT NETWORK INC | 6 | 6 | 1.03% | 1.23% | 1.39% | Q2 2022 | Q3 2023 | 6 |
| U.S. Capital Wealth Advisors, LLC | 6 | 6 | 0.15% | 0.19% | 0.24% | Q2 2022 | Q3 2023 | 6 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 6 | 6 | 0.27% | 0.33% | 0.40% | Q2 2022 | Q3 2023 | 6 |
| Koshinski Asset Management, Inc. | 5 | 1 | 0.00% | 0.03% | 0.07% | Q1 2022 | Q3 2023 | 6 |
| SITTNER & NELSON, LLC | 6 | 6 | 0.04% | 0.06% | 0.13% | Q2 2022 | Q3 2023 | 6 |
| STIFEL FINANCIAL CORP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
| RAYMOND JAMES TRUST N.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
| RAYMOND JAMES & ASSOCIATES | 6 | 6 | 0.01% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
| WNY Asset Management, LLC | 6 | 6 | 2.33% | 5.18% | 8.24% | Q2 2022 | Q3 2023 | 6 |
| Janney Montgomery Scott LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
| HARBOUR INVESTMENTS, INC. | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
| FSM Wealth Advisors, LLC | 6 | 6 | 0.55% | 1.02% | 1.35% | Q2 2022 | Q3 2023 | 6 |
| Mariner, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| NewEdge Advisors, LLC | 6 | 6 | 0.02% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 6 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 6 | 0.05% | 0.13% | 0.19% | Q2 2022 | Q3 2023 | 6 |
| &PARTNERS | 6 | 6 | 0.23% | 0.32% | 0.39% | Q2 2022 | Q3 2023 | 6 |
| Confluence Wealth Services, Inc. | 6 | 6 | 0.20% | 0.25% | 0.29% | Q2 2022 | Q3 2023 | 6 |
| Raymond James Financial Services Advisors, Inc. | 6 | 6 | 0.01% | 0.07% | 0.13% | Q2 2022 | Q3 2023 | 6 |
| Strategic Blueprint, LLC | 6 | 6 | 0.19% | 0.25% | 0.35% | Q2 2022 | Q3 2023 | 6 |
| CWM, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
| Belpointe Asset Management LLC | 6 | 6 | 0.03% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
| PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.02% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
| Steward Partners Investment Advisory, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
| Cedar Brook Financial Partners, LLC | 5 | 5 | 0.10% | 0.50% | 0.62% | Q3 2022 | Q3 2023 | 5 |
| Souders Financial Advisors | 5 | 5 | 0.99% | 1.10% | 1.22% | Q3 2022 | Q3 2023 | 5 |
| Ameritas Advisory Services, LLC | 4 | 1 | 0.04% | 0.10% | 0.15% | Q2 2022 | Q3 2023 | 5 |
| OLD MISSION CAPITAL LLC | 3 | 2 | 0.01% | 0.08% | 0.12% | Q1 2022 | Q2 2023 | 5 |
| HoyleCohen, LLC | 5 | 5 | 0.02% | 1.51% | 1.90% | Q3 2022 | Q3 2023 | 5 |
| Brown Miller Wealth Management, LLC | 5 | 5 | 0.21% | 0.29% | 0.50% | Q3 2022 | Q3 2023 | 5 |
| Carson Advisory Inc. | 5 | 5 | 2.98% | 3.41% | 3.75% | Q3 2022 | Q3 2023 | 5 |
| Gerber Kawasaki Wealth & Investment Management | 5 | 5 | 0.02% | 0.09% | 0.35% | Q3 2022 | Q3 2023 | 5 |
| AdvisorNet Financial, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
| Financial Advocates Investment Management | 5 | 5 | 0.03% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
| Meridian Wealth Management, LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
| D.A. DAVIDSON & CO. | 5 | 5 | 0.11% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
| Signature Wealth Management Group | 5 | 5 | 0.17% | 0.21% | 0.27% | Q2 2022 | Q2 2023 | 5 |
| Cetera Investment Advisers | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
| Baird Financial Group, Inc. | 5 | 5 | 0.00% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
| Procyon Advisors, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
| Bard Financial Services, Inc. | 5 | 5 | 0.03% | 0.11% | 0.19% | Q2 2022 | Q2 2023 | 5 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 5 | 0.22% | 0.27% | 0.38% | Q3 2022 | Q3 2023 | 5 |
| EverSource Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.06% | Q3 2022 | Q3 2023 | 5 |
| Smallwood Wealth Investment Management, LLC | 5 | 5 | 0.81% | 1.64% | 1.99% | Q3 2022 | Q3 2023 | 5 |
| Cetera Advisor Networks LLC | 5 | 5 | 0.01% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
| JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
| Capital Analysts, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
| Bleakley Financial Group, LLC | 4 | 4 | 0.28% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
| 180 WEALTH ADVISORS, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
| MORGAN STANLEY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| LVW Advisors, LLC | 4 | 4 | 0.17% | 0.23% | 0.34% | Q4 2022 | Q3 2023 | 4 |
| PFG Advisors | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
| Renaissance Technologies | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| Retirement Group, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
| Beacon Financial Advisory LLC | 4 | 4 | 0.14% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
| Private Advisor Group, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| Merit Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
| Valmark Advisers, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| ST GERMAIN D J CO INC | 3 | 1 | 1.12% | 2.11% | 4.93% | Q4 2022 | Q4 2023 | 4 |
| Prospera Financial Services Inc | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
| HighTower Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
| Ergawealth Advisors, Inc. | 4 | 4 | 1.03% | 1.62% | 2.29% | Q4 2022 | Q3 2023 | 4 |
| WELLS FARGO & COMPANY/MN | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| Arlington Financial Advisors, LLC | 4 | 4 | 0.31% | 0.41% | 0.66% | Q4 2022 | Q3 2023 | 4 |
| Rockefeller Capital Management L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
| Cetera Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
| Capital Planning LLC | 4 | 4 | 0.14% | 0.26% | 0.61% | Q4 2022 | Q3 2023 | 4 |
| Atria Wealth Solutions, Inc. | 3 | 3 | 0.01% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
| Simplicity Solutions, LLC | 3 | 3 | 0.22% | 0.26% | 0.29% | Q1 2023 | Q3 2023 | 3 |
| FOUNDERS FINANCIAL SECURITIES LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
| FinDec Wealth Services, Inc. | 3 | 3 | 3.94% | 4.00% | 4.06% | Q1 2023 | Q3 2023 | 3 |
| WEST MICHIGAN ADVISORS, LLC | 3 | 3 | 0.25% | 2.16% | 3.53% | Q1 2023 | Q3 2023 | 3 |
| Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
| Creative Planning | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
| Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
| Larson Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| CALTON & ASSOCIATES, INC. | 3 | 3 | 0.28% | 0.34% | 0.39% | Q4 2022 | Q2 2023 | 3 |
| Johnson Bixby & Associates, LLC | 3 | 3 | 5.26% | 6.09% | 6.60% | Q1 2023 | Q3 2023 | 3 |
| Tradition Wealth Management, LLC | 3 | 3 | 0.18% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 3 |
| New England Capital Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
| CHOREO, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
| American Portfolios Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
| Lantz Financial LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
| Burleson & Company, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
| FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.06% | 0.10% | Q2 2022 | Q2 2023 | 3 |
| ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| Fermata Advisors, LLC | 1 | 1 | 0.21% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 2 |
| Armstrong, Fleming & Moore, Inc | 2 | 2 | 0.90% | 0.90% | 0.90% | Q2 2023 | Q3 2023 | 2 |
| Paragon Advisors, LLC | 2 | 2 | 2.21% | 2.26% | 2.31% | Q2 2023 | Q3 2023 | 2 |
| Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
| Olistico Wealth, LLC | 2 | 2 | 0.46% | 0.46% | 0.47% | Q2 2023 | Q3 2023 | 2 |
| ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
| OPPENHEIMER & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| MOSELEY INVESTMENT MANAGEMENT INC | 2 | 2 | 0.36% | 0.36% | 0.38% | Q2 2023 | Q3 2023 | 2 |
| Stratos Wealth Partners, LTD. | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| J.W. COLE ADVISORS, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
| Sowell Financial Services LLC | 2 | 2 | 0.04% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
| Professional Financial Advisors, LLC | 2 | 2 | 0.33% | 0.36% | 0.40% | Q2 2023 | Q3 2023 | 2 |
| Hamilton Wealth, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q3 2022 | 2 |
| AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| San Luis Wealth Advisors LLC | 2 | 2 | 0.92% | 1.21% | 1.50% | Q2 2023 | Q3 2023 | 2 |
| HBW ADVISORY SERVICES LLC | 2 | 2 | 0.15% | 0.24% | 0.32% | Q2 2023 | Q3 2023 | 2 |
| DAVENPORT & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
| Total Clarity Wealth Management, Inc. | 2 | 2 | 0.12% | 0.32% | 0.52% | Q2 2023 | Q3 2023 | 2 |
| Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| Snowden Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
| HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
| Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
| Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
| BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
| STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| Advance Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
| Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| Waterloo Capital, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
| Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| OneAscent Financial Services LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
| Walkner Condon Financial Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
| Moloney Securities Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
| MARSHALL WACE, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
| HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Industrial Alliance Investment Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Leonard Rickey Investment Advisors P.L.L.C. | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2023 | Q3 2023 | 1 |
| Better Money Decisions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
| CATALYST FINANCIAL PARTNERS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
| Colonial River Wealth Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
| JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| SWEENEY & MICHEL, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
| Reliant Wealth Planning | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
| NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
| Virtu Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
| Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| WBH ADVISORY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
| STEPHENS INC /AR/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
| BARRETT & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| BANK OF AMERICA CORP /DE/ | 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 |
| Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
| CFS Investment Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
| Grove Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
| Bridgewealth Advisory Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
| First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Corient Private Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
| Raleigh Capital Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own CAPITAL GROUP GBL GROWTH EQT or have owned CAPITAL GROUP GBL GROWTH EQT in the past.