Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 27 | 27 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 27 |
RAYMOND JAMES & ASSOCIATES | 18 | 8 | 0.00% | 0.01% | 0.08% | Q3 2013 | Q1 2020 | 26 |
ROYAL BANK OF CANADA | 18 | 8 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q1 2020 | 26 |
MORGAN STANLEY | 26 | 26 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q1 2020 | 26 |
CITIGROUP INC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2020 | 24 |
LPL Financial LLC | 24 | 24 | 0.00% | 0.17% | 0.47% | Q2 2014 | Q1 2020 | 24 |
FIFTH THIRD BANCORP | 18 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2020 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 22 | 0.00% | 0.02% | 0.13% | Q3 2014 | Q4 2019 | 22 |
IFP Advisors, Inc | 14 | 8 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q2 2021 | 22 |
UBS Group AG | 21 | 21 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2020 | 21 |
Transamerica Financial Advisors, Inc. | 12 | 1 | 0.00% | 0.05% | 0.11% | Q2 2014 | Q2 2019 | 19 |
FOSTER & MOTLEY INC | 19 | 19 | 0.04% | 0.50% | 0.78% | Q4 2015 | Q2 2020 | 19 |
WELLS FARGO & COMPANY/MN | 14 | 5 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2020 | 19 |
Klingman & Associates, LLC | 19 | 19 | 0.18% | 0.37% | 0.60% | Q3 2015 | Q1 2020 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Ancora Advisors LLC | 17 | 2 | 0.01% | 0.11% | 0.69% | Q3 2014 | Q4 2019 | 19 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2020 | 18 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 18 | 18 | 0.52% | 1.55% | 2.32% | Q3 2015 | Q4 2019 | 18 |
Cetera Advisor Networks LLC | 18 | 18 | 0.02% | 0.16% | 0.49% | Q4 2015 | Q1 2020 | 18 |
Raymond James Financial Services Advisors, Inc. | 16 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2020 | 18 |
Carroll Financial Associates, Inc. | 18 | 18 | 0.06% | 0.75% | 2.24% | Q4 2015 | Q1 2020 | 18 |
Hudock, Inc. | 10 | 2 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2020 | 17 |
REGENTATLANTIC CAPITAL LLC | 11 | 6 | 0.07% | 1.00% | 3.49% | Q3 2015 | Q4 2019 | 17 |
AMERIPRISE FINANCIAL INC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2020 | 16 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2019 | 16 |
US BANCORP \DE\ | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Pinnacle Advisory Group, Inc. | 13 | 1 | 0.04% | 1.56% | 2.61% | Q3 2015 | Q4 2019 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2020 | 14 |
SOL Capital Management CO | 14 | 14 | 0.07% | 0.19% | 0.51% | Q4 2016 | Q1 2020 | 14 |
Capital Advisors, Ltd. LLC | 14 | 14 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q1 2020 | 14 |
Callan Capital, LLC | 9 | 5 | 0.15% | 2.19% | 6.13% | Q3 2014 | Q2 2019 | 14 |
Patriot Financial Group Insurance Agency, LLC | 14 | 14 | 0.01% | 0.05% | 0.12% | Q4 2016 | Q1 2020 | 14 |
GenTrust, LLC | 14 | 14 | 0.43% | 1.46% | 2.55% | Q4 2016 | Q1 2020 | 14 |
Parallel Advisors, LLC | 14 | 14 | 0.00% | 0.08% | 0.30% | Q4 2016 | Q1 2020 | 14 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.08% | 0.20% | Q3 2014 | Q1 2020 | 13 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 13 | 13 | 0.12% | 0.27% | 0.37% | Q4 2016 | Q4 2019 | 13 |
Global Retirement Partners, LLC | 13 | 13 | 0.01% | 0.12% | 0.23% | Q1 2017 | Q1 2020 | 13 |
AMERICAN FINANCIAL GROUP INC | 13 | 13 | 0.02% | 0.02% | 0.04% | Q3 2014 | Q3 2017 | 13 |
Atria Investments, Inc | 12 | 12 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q4 2019 | 12 |
3D ASSET MANAGEMENT, INC | 6 | 6 | 0.04% | 2.55% | 3.76% | Q1 2017 | Q1 2020 | 12 |
PRIVATE TRUST CO NA | 5 | 2 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q2 2019 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.08% | 0.17% | Q1 2017 | Q3 2019 | 11 |
Jacobi Capital Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 11 |
Stratos Wealth Partners, LTD. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2020 | 10 |
RPTC Inc. | 10 | 10 | 0.76% | 1.10% | 1.41% | Q4 2017 | Q1 2020 | 10 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2017 | 10 |
Valeo Financial Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
Wealthcare Advisory Partners LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2020 | 10 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.18% | 0.49% | Q4 2014 | Q3 2019 | 10 |
MBM Wealth Consultants, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Avestar Capital, LLC | 9 | 9 | 0.03% | 0.64% | 1.06% | Q4 2017 | Q4 2019 | 9 |
DIVIDEND ASSETS CAPITAL, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2017 | 9 |
HIGHLAND CAPITAL MANAGEMENT LP | 9 | 9 | 0.05% | 0.07% | 0.10% | Q2 2017 | Q2 2019 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
PNC FINANCIAL SERVICES GROUP, INC. | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q1 2020 | 9 |
MML INVESTORS SERVICES, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2020 | 9 |
Financial Advocates Investment Management | 9 | 9 | 0.02% | 0.07% | 0.15% | Q4 2017 | Q4 2019 | 9 |
Janney Montgomery Scott LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
JOHNSON INVESTMENT COUNSEL INC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q4 2015 | Q4 2017 | 9 |
Haverford Trust Co | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q4 2019 | 9 |
M&T BANK CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.08% | 0.25% | Q2 2018 | Q1 2020 | 8 |
Cornerstone Wealth Management, LLC | 7 | 1 | 0.03% | 0.18% | 0.54% | Q1 2017 | Q1 2019 | 8 |
Cambridge Investment Research Advisors, Inc. | 7 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q1 2020 | 8 |
First Allied Advisory Services, Inc. | 4 | 4 | 0.00% | 0.12% | 0.31% | Q4 2017 | Q4 2019 | 8 |
BB&T SECURITIES, LLC | 8 | 8 | 0.01% | 0.12% | 0.20% | Q3 2013 | Q2 2015 | 8 |
Creative Planning | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2020 | 8 |
BLAIR WILLIAM & CO/IL | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Mount Yale Investment Advisors, LLC | 8 | 8 | 0.06% | 0.15% | 0.24% | Q2 2018 | Q1 2020 | 8 |
RiverFront Investment Group, LLC | 8 | 8 | 0.39% | 1.61% | 2.35% | Q3 2013 | Q2 2015 | 8 |
BBVA USA Bancshares, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2020 | 7 |
CWM, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2018 | 7 |
Proficio Capital Partners LLC | 7 | 7 | 0.02% | 0.29% | 0.90% | Q3 2018 | Q1 2020 | 7 |
Integrated Wealth Concepts LLC | 7 | 7 | 0.30% | 0.63% | 1.00% | Q4 2017 | Q2 2019 | 7 |
IHT Wealth Management, LLC | 5 | 2 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q4 2018 | 7 |
American Portfolios Advisors | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 7 |
Kistler-Tiffany Companies, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2020 | 7 |
Morningstar Investment Services LLC | 7 | 7 | 0.44% | 0.61% | 0.80% | Q3 2018 | Q1 2020 | 7 |
Gradient Investments LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Field & Main Bank | 4 | 3 | 0.34% | 0.39% | 0.43% | Q1 2018 | Q4 2019 | 7 |
Koshinski Asset Management, Inc. | 4 | 1 | 0.04% | 0.20% | 0.45% | Q4 2014 | Q1 2019 | 7 |
Hamilton Capital, LLC | 7 | 7 | 0.09% | 1.09% | 1.72% | Q2 2018 | Q4 2019 | 7 |
Gilbert & Cook, Inc. | 7 | 7 | 0.22% | 0.36% | 0.52% | Q3 2018 | Q1 2020 | 7 |
FMR LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Frontier Wealth Management LLC | 6 | 6 | 0.04% | 0.07% | 0.13% | Q4 2018 | Q1 2020 | 6 |
Concert Wealth Management Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q1 2017 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 6 | 0.08% | 0.14% | 0.18% | Q4 2018 | Q1 2020 | 6 |
Birch Hill Investment Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Cetera Advisors LLC | 5 | 1 | 0.01% | 0.03% | 0.03% | Q1 2014 | Q1 2019 | 6 |
Venturi Wealth Management, LLC | 4 | 2 | 0.03% | 0.23% | 0.40% | Q2 2018 | Q4 2019 | 6 |
COLDSTREAM CAPITAL MANAGEMENT INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2020 | 6 |
Morningstar Investment Management LLC | 6 | 6 | 12.53% | 16.70% | 18.86% | Q4 2018 | Q1 2020 | 6 |
STEPHENS INC /AR/ | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Baird Financial Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Tennessee Valley Asset Management Partners | 6 | 6 | 0.13% | 0.40% | 0.69% | Q4 2018 | Q1 2020 | 6 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 5 | 5 | 0.02% | 0.06% | 0.16% | Q1 2019 | Q1 2020 | 5 |
Advisory Services Network, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Institute for Wealth Management, LLC. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q1 2020 | 5 |
Tiller Private Wealth, Inc. | 5 | 5 | 4.29% | 5.68% | 6.37% | Q4 2018 | Q4 2019 | 5 |
PROFFITT & GOODSON INC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 5 |
Arlington Partners LLC | 5 | 5 | 7.66% | 12.12% | 14.98% | Q1 2019 | Q1 2020 | 5 |
Wambolt & Associates, LLC | 5 | 5 | 0.44% | 0.58% | 0.66% | Q4 2018 | Q4 2019 | 5 |
Weaver Consulting Group | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 5 |
FDx Advisors, Inc. | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 5 |
Orgel Wealth Management, LLC | 5 | 5 | 0.11% | 12.17% | 23.09% | Q4 2017 | Q4 2018 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 5 |
COMMONWEALTH EQUITY SERVICES, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 5 |
Western Wealth Management, LLC | 4 | 4 | 0.03% | 0.08% | 0.11% | Q4 2018 | Q3 2019 | 4 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 4 |
HighTower Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 4 |
COLONY GROUP LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Hochman Cole Investment Advisors, Inc. | 4 | 4 | 0.14% | 0.15% | 0.15% | Q4 2018 | Q3 2019 | 4 |
Columbus Macro, LLC | 4 | 4 | 0.86% | 1.42% | 1.81% | Q1 2019 | Q4 2019 | 4 |
Transform Wealth, LLC | 4 | 4 | 0.03% | 0.35% | 1.26% | Q2 2019 | Q1 2020 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 2.33% | 2.61% | 3.12% | Q1 2019 | Q4 2019 | 4 |
VAN ECK ASSOCIATES CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 4 |
Cresset Asset Management, LLC | 3 | 1 | 0.07% | 0.11% | 0.14% | Q1 2019 | Q1 2020 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q2 2018 | 4 |
MCF Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
RMB Capital Management, LLC | 2 | 1 | 0.01% | 0.10% | 0.34% | Q1 2018 | Q4 2019 | 4 |
Ironsides Asset Advisors, LLC | 4 | 4 | 0.14% | 0.15% | 0.17% | Q4 2018 | Q3 2019 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q1 2017 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Avantax Planning Partners, Inc. | 4 | 4 | 0.02% | 0.05% | 0.12% | Q4 2018 | Q3 2019 | 4 |
PARK AVENUE SECURITIES LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q4 2019 | 4 |
SeaBridge Investment Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Stonebridge Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Mosaic Financial Partners, Inc. | 3 | 3 | 0.11% | 0.11% | 0.12% | Q2 2017 | Q4 2017 | 3 |
XR Securities LLC | 2 | 1 | 0.01% | 0.08% | 0.12% | Q2 2019 | Q1 2020 | 3 |
UBS AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.06% | 0.11% | 0.14% | Q1 2019 | Q3 2019 | 3 |
Newport Wealth Strategies, Inc. | 3 | 3 | 0.19% | 0.23% | 0.26% | Q4 2017 | Q2 2018 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.59% | 0.91% | Q3 2019 | Q1 2020 | 3 |
BOENNING & SCATTERGOOD, INC. | 2 | 1 | 0.12% | 0.18% | 0.25% | Q1 2019 | Q1 2020 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.11% | 0.43% | 0.74% | Q4 2016 | Q2 2017 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q1 2020 | 3 |
STIFEL FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 3 |
IFG Advisory, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2018 | Q3 2018 | 3 |
Focused Wealth Management, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Firestone Capital Management | 3 | 3 | 0.21% | 0.28% | 0.39% | Q4 2019 | Q2 2020 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.18% | 0.24% | 0.28% | Q3 2019 | Q1 2020 | 3 |
Stanford Investment Group, Inc. | 2 | 1 | 0.06% | 0.09% | 0.15% | Q4 2014 | Q4 2016 | 3 |
REGIONS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
WOLVERINE TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Petix & Botte Co | 2 | 2 | 0.11% | 0.15% | 0.19% | Q4 2019 | Q1 2020 | 2 |
SAGE FINANCIAL GROUP INC | 2 | 2 | 1.06% | 1.59% | 2.12% | Q1 2019 | Q2 2019 | 2 |
CPWM, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2022 | 2 |
SFMG, LLC | 2 | 2 | 0.22% | 0.23% | 0.23% | Q4 2019 | Q1 2020 | 2 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 2 |
Ameraudi Asset Management, Inc. | 2 | 2 | 2.18% | 2.39% | 2.60% | Q4 2019 | Q1 2020 | 2 |
Rockefeller Capital Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Greenwich Wealth Management LLC | 2 | 2 | 0.08% | 0.15% | 0.22% | Q4 2019 | Q1 2020 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 2 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 2 |
CreativeOne Wealth, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q4 2019 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.52% | 0.52% | 0.53% | Q1 2019 | Q2 2019 | 2 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 2 |
Cutler Group LLC / CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
FINANCIAL CONSULATE, INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
ASPIRIANT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Good Harbor Financial, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q4 2014 | 2 |
Shepherd Financial Partners LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Aurora Private Wealth, Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Sequoia Wealth Management, LLC | 1 | 1 | 0.13% | 0.14% | 0.15% | Q3 2018 | Q1 2019 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q1 2020 | 2 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Capital Wealth Planning, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
S.A. Mason LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 2 | 2 | 1.13% | 1.48% | 1.83% | Q4 2019 | Q1 2020 | 2 |
Ford Financial Group, LLC | 2 | 2 | 0.46% | 0.54% | 0.62% | Q4 2017 | Q1 2018 | 2 |
Trust Co | 2 | 2 | 0.13% | 0.41% | 0.69% | Q1 2015 | Q2 2015 | 2 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2020 | Q1 2020 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Salient Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
OSAIC HOLDINGS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Verity & Verity, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2020 | Q1 2020 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
STRINGER ASSET MANAGEMENT, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2018 | Q4 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Spruce Investment Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q4 2018 | Q4 2018 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
NAPLES GLOBAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2018 | Q1 2018 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2017 | Q1 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
WealthStone, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Weatherstone Capital Management | 1 | 1 | 3.79% | 3.79% | 3.79% | Q1 2019 | Q1 2019 | 1 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Manchester Capital Management LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q4 2019 | Q4 2019 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2017 | Q4 2017 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2019 | Q4 2019 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Tranquility Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2019 | Q2 2019 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2020 | Q1 2020 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Keystone Financial Group | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2017 | Q4 2017 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Private Capital Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2019 | Q1 2019 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2020 | Q1 2020 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2020 | Q1 2020 | 1 |
Investors Research Corp | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
NORTHSTAR INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own GLOBAL X FDS or have owned GLOBAL X FDS in the past.