Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
LPL Financial LLC | 40 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisor Networks LLC | 35 | 1 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 39 |
WELLS FARGO & COMPANY/MN | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
ENVESTNET ASSET MANAGEMENT INC | 37 | 37 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.01% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 35 |
STIFEL FINANCIAL CORP | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
RAYMOND JAMES & ASSOCIATES | 31 | 3 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 34 |
SCOTIA CAPITAL INC. | 15 | 4 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
NEXT Financial Group, Inc | 24 | 6 | 0.01% | 0.05% | 0.19% | Q2 2014 | Q4 2021 | 30 |
CWM, LLC | 22 | 8 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 30 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2019 | 27 |
AE Wealth Management LLC | 27 | 27 | 0.08% | 0.53% | 1.43% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 23 | 2 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 25 |
Geneos Wealth Management Inc. | 17 | 8 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q1 2023 | 25 |
QS Investors, LLC | 24 | 24 | 0.00% | 0.31% | 0.49% | Q2 2015 | Q1 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2023 | 24 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q2 2023 | 23 |
JPMORGAN CHASE & CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Creative Planning | 15 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2022 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Capital Investment Advisory Services, LLC | 9 | 1 | 0.01% | 0.06% | 0.22% | Q4 2016 | Q2 2023 | 21 |
FMR LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
FIFTH THIRD BANCORP | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 20 |
US BANCORP \DE\ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.30% | 0.75% | 1.80% | Q1 2019 | Q3 2023 | 19 |
Mariner, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 18 |
Raymond James Financial Services Advisors, Inc. | 11 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
Prospera Financial Services Inc | 10 | 8 | 0.01% | 0.03% | 0.10% | Q1 2018 | Q4 2022 | 18 |
Anchor Investment Management, LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2021 | 17 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.06% | 0.28% | Q1 2018 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 17 |
WEDBUSH SECURITIES INC | 17 | 17 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Private Advisor Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 16 |
Stratos Wealth Partners, LTD. | 8 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q4 2021 | 16 |
Cornerstone Management, Inc. | 13 | 2 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q2 2023 | 15 |
Belpointe Asset Management LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2023 | 15 |
HighTower Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
GOLDMAN SACHS GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 15 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 15 |
CITIGROUP INC | 9 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2021 | 14 |
Simplicity Solutions, LLC | 13 | 1 | 0.06% | 0.89% | 1.57% | Q2 2017 | Q4 2020 | 14 |
CENTAURUS FINANCIAL, INC. | 7 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q1 2022 | 14 |
PFS INVESTMENTS INC. | 12 | 2 | 0.02% | 0.22% | 0.35% | Q4 2017 | Q2 2021 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 13 |
Arkfeld Wealth Strategies, L.L.C. | 13 | 13 | 0.38% | 0.46% | 0.75% | Q4 2019 | Q4 2022 | 13 |
Arete Wealth Advisors, LLC | 8 | 1 | 0.02% | 0.33% | 0.72% | Q3 2018 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.22% | 0.26% | 0.31% | Q3 2020 | Q3 2023 | 13 |
Sterling Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Tower Research Capital LLC (TRC) | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Sigma Planning Corp | 5 | 3 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q2 2022 | 12 |
RFG Advisory, LLC | 6 | 5 | 0.03% | 0.11% | 0.27% | Q4 2018 | Q2 2023 | 11 |
DB Wealth Management Group, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Patten Group, Inc. | 11 | 11 | 0.08% | 0.15% | 0.21% | Q1 2021 | Q3 2023 | 11 |
MUFG Americas Holdings Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
EWG Elevate Inc. | 8 | 3 | 0.39% | 0.86% | 1.25% | Q2 2020 | Q3 2023 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Dynamic Advisor Solutions LLC | 8 | 3 | 0.03% | 1.05% | 2.25% | Q2 2016 | Q4 2022 | 11 |
J.W. COLE ADVISORS, INC. | 5 | 1 | 0.02% | 0.08% | 0.17% | Q4 2019 | Q4 2022 | 11 |
VICUS CAPITAL | 8 | 2 | 0.06% | 0.08% | 0.12% | Q3 2016 | Q2 2021 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.01% | 0.27% | 2.54% | Q4 2019 | Q1 2022 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
INVESTMENT CENTERS OF AMERICA INC | 10 | 10 | 0.08% | 0.11% | 0.13% | Q2 2015 | Q3 2017 | 10 |
Triumph Capital Management | 10 | 10 | 0.39% | 0.50% | 0.70% | Q2 2021 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Tortoise Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
WFG Advisors, LP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2016 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Walkner Condon Financial Advisors LLC | 8 | 2 | 0.06% | 0.09% | 0.20% | Q1 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 10 |
BANK OF MONTREAL /CAN/ | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 10 |
PRUDENTIAL PLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2020 | 9 |
LifePro Asset Management | 9 | 9 | 0.08% | 0.15% | 0.38% | Q3 2021 | Q3 2023 | 9 |
TSFG, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
First Capital Advisors Group, LLC. | 9 | 9 | 0.13% | 0.88% | 3.72% | Q4 2016 | Q4 2018 | 9 |
BLAIR WILLIAM & CO/IL | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Retirement Group, LLC | 5 | 4 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
AMERIPRISE FINANCIAL INC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
NVWM, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q4 2019 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
B. Riley Wealth Advisors, Inc. | 7 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AMERICAN INTERNATIONAL GROUP, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
Castle Rock Wealth Management, LLC | 8 | 8 | 0.18% | 0.26% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Parallel Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 8 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 8 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2017 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
RPG Investment Advisory, LLC | 8 | 8 | 0.81% | 0.97% | 1.08% | Q2 2016 | Q1 2018 | 8 |
Hudock, Inc. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2020 | 8 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 8 |
Janney Montgomery Scott LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 8 |
American Portfolios Advisors | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Curran Financial Partners, LLC | 8 | 8 | 0.28% | 1.20% | 1.66% | Q4 2021 | Q3 2023 | 8 |
Freedom Investment Management, Inc. | 4 | 1 | 0.01% | 0.25% | 0.99% | Q3 2016 | Q4 2019 | 8 |
MSI Financial Services Inc | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 8 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.06% | Q3 2021 | Q3 2023 | 8 |
NTV ASSET MANAGEMENT LLC | 7 | 7 | 0.16% | 0.20% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Bison Wealth, LLC | 7 | 7 | 0.11% | 0.18% | 0.25% | Q1 2021 | Q3 2022 | 7 |
Kestra Advisory Services, LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2022 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.17% | 0.53% | Q4 2014 | Q3 2018 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
AJ WEALTH STRATEGIES, LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q2 2018 | Q4 2019 | 7 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 7 |
Sugarloaf Wealth Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 7 |
Janney Capital Management LLC | 3 | 2 | 0.18% | 0.21% | 0.32% | Q4 2014 | Q4 2016 | 7 |
1900 WEALTH MANAGEMENT LLC | 7 | 7 | 0.02% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Lido Advisors, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q4 2022 | 7 |
SYNOVUS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Arkadios Wealth Advisors | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 6 |
Financial Engines Advisors L.L.C. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Global Financial Private Capital, Inc | 5 | 1 | 0.03% | 0.05% | 0.06% | Q3 2017 | Q1 2019 | 6 |
Cresset Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CWH Capital Management, Inc. | 6 | 6 | 1.46% | 1.99% | 2.76% | Q1 2015 | Q2 2016 | 6 |
Turim 21 Investimentos Ltda. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2022 | 6 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.13% | 0.26% | Q2 2014 | Q2 2018 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 6 |
Stonebridge Financial Planning Group, LLC | 6 | 6 | 0.01% | 0.14% | 0.38% | Q4 2019 | Q1 2021 | 6 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2019 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Cutter & CO Brokerage, Inc. | 5 | 5 | 0.05% | 0.06% | 0.09% | Q2 2020 | Q2 2021 | 5 |
M Holdings Securities, Inc. | 5 | 5 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q1 2023 | 5 |
Archford Capital Strategies, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
REGIONS FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Clarus Group, Inc. | 5 | 5 | 0.30% | 0.32% | 0.34% | Q1 2022 | Q1 2023 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 1 | 0.01% | 0.08% | 0.19% | Q2 2021 | Q3 2022 | 5 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 5 |
HUNTINGTON NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Sound Income Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.22% | 0.25% | 0.28% | Q4 2022 | Q4 2023 | 5 |
Commonwealth Equity Services, Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2017 | 5 |
Cavalier Investments, LLC | 4 | 4 | 0.45% | 0.55% | 0.66% | Q4 2020 | Q3 2021 | 4 |
Eagle Strategies LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
FinTrust Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Foundations Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Regal Investment Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2015 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q4 2021 | 4 |
THOMPSON SIEGEL & WALMSLEY LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 4 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q1 2023 | 4 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 4 | 4 | 4.11% | 5.41% | 6.42% | Q4 2021 | Q3 2022 | 4 |
UBS AG | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
VALLEY FINANCIAL MANAGEMENT, INC. | 4 | 4 | 0.38% | 0.73% | 0.92% | Q3 2022 | Q2 2023 | 4 |
Sheaff Brock Investment Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q3 2016 | 4 |
IFC Holdings Incorporated/FL | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q4 2017 | 4 |
Claybrook Capital, LLC | 4 | 4 | 0.58% | 0.62% | 0.65% | Q1 2019 | Q4 2019 | 4 |
Teamwork Financial Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Allworth Financial LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.50% | 0.57% | 0.64% | Q3 2014 | Q1 2015 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Mutual Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2016 | 3 |
BTS Asset Management, Inc. | 3 | 3 | 0.12% | 0.42% | 1.00% | Q3 2022 | Q1 2023 | 3 |
Evanson Asset Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Simplicity Wealth,LLC | 2 | 1 | 0.10% | 0.16% | 0.24% | Q4 2022 | Q3 2023 | 3 |
BB&T SECURITIES, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2019 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Cardan Capital Partners, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q4 2017 | 3 |
JFS WEALTH ADVISORS, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
AdvisorNet Financial, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2018 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.23% | 0.37% | 0.62% | Q4 2014 | Q2 2015 | 3 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
US FINANCIAL ADVISORS, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2015 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Concert Wealth Management Inc. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2016 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Endurance Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Nan Shan Life Insurance Co., Ltd. | 2 | 2 | 0.10% | 0.13% | 0.15% | Q4 2016 | Q1 2017 | 2 |
Centric Wealth Management | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
FUKOKU MUTUAL LIFE INSURANCE Co | 2 | 2 | 0.68% | 1.12% | 1.56% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Canal Capital Management, LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q1 2016 | Q2 2016 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.10% | 0.18% | 0.25% | Q4 2014 | Q1 2015 | 2 |
Greenwich Wealth Management LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2016 | Q2 2016 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2020 | Q2 2020 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q1 2017 | 2 |
Plante Moran Financial Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Csenge Advisory Group | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Spire Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Authentikos Wealth Advisory, LLC | 2 | 2 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q3 2023 | 2 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2 | 2 | 0.16% | 0.20% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Krilogy Financial LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Westend Capital Management, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2014 | Q4 2014 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Cypress Capital Group | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q1 2015 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Prostatis Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Sage Capital Advisors,llc | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2019 | Q2 2019 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Kingdom Financial Group LLC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
MJP ASSOCIATES INC /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
FORVIS Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q4 2013 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Lifeworks Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2015 | Q1 2015 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Naviter Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MENLO ADVISORS LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2013 | Q2 2013 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Stonegate Investment Group, LLC | 1 | 1 | 20.54% | 20.54% | 20.54% | Q1 2022 | Q1 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Doyle Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sightline Wealth Advisors, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2020 | Q4 2020 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Truadvice, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 9.04% | 9.04% | 9.04% | Q3 2014 | Q3 2014 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own GLOBAL X FDS or have owned GLOBAL X FDS in the past.