Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 41 | 41 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Gradient Investments LLC | 24 | 16 | 0.00% | 0.15% | 0.57% | Q3 2013 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
PINNACLE ASSOCIATES LTD | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
ENVESTNET ASSET MANAGEMENT INC | 23 | 11 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q3 2023 | 34 |
Janney Montgomery Scott LLC | 23 | 11 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q1 2022 | 34 |
WELLS FARGO & COMPANY/MN | 32 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 33 |
UBS Group AG | 29 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 32 |
Freedom Investment Management, Inc. | 30 | 1 | 0.01% | 0.09% | 0.34% | Q2 2014 | Q1 2022 | 31 |
IFP Advisors, Inc | 15 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 29 |
Capital Investment Advisory Services, LLC | 27 | 27 | 0.00% | 0.10% | 0.50% | Q4 2016 | Q2 2023 | 27 |
CITIGROUP INC | 21 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 27 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 21 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 24 |
RAYMOND JAMES & ASSOCIATES | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
QCI ASSET MANAGEMENT INC/NY | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2020 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.03% | Q2 2014 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2019 | 21 |
BANK OF MONTREAL /CAN/ | 13 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2021 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q3 2018 | 20 |
Mutual Advisors, LLC | 15 | 4 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
FinTrust Capital Advisors, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 19 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.16% | 0.39% | Q1 2018 | Q3 2023 | 18 |
Global Retirement Partners, LLC | 10 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 18 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 2 | 0.07% | 0.88% | 1.54% | Q4 2014 | Q1 2019 | 17 |
INVESTMENT CENTERS OF AMERICA INC | 15 | 2 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2017 | 17 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
GenWealth Group, Inc. | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Commonwealth Equity Services, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CENTAURUS FINANCIAL, INC. | 14 | 1 | 0.01% | 0.03% | 0.09% | Q1 2018 | Q3 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
AE Wealth Management LLC | 5 | 5 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Cetera Advisor Networks LLC | 8 | 5 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q2 2023 | 13 |
Advisory Services Network, LLC | 5 | 4 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q3 2023 | 13 |
ASSETMARK, INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Ellis Investment Partners, LLC | 13 | 13 | 0.02% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2021 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 0.06% | 0.33% | 0.73% | Q4 2020 | Q3 2023 | 12 |
Cooper Financial Group | 12 | 12 | 0.05% | 0.09% | 0.27% | Q4 2018 | Q3 2021 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.01% | 0.08% | Q1 2019 | Q2 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
D.A. DAVIDSON & CO. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.09% | 0.12% | 0.17% | Q1 2021 | Q3 2023 | 11 |
AMERIPRISE FINANCIAL INC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 10 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
MSI Financial Services Inc | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Partnervest Advisory Services LLC | 8 | 8 | 0.61% | 0.69% | 0.77% | Q4 2015 | Q3 2017 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Cetera Investment Advisers | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
1900 WEALTH MANAGEMENT LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
GUGGENHEIM CAPITAL LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2019 | 8 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 7 |
Global Financial Private Capital, Inc | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2020 | 7 |
Prospera Financial Services Inc | 7 | 7 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q4 2014 | 7 |
NewEdge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Cordasco Financial Network | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q4 2015 | 7 |
BLAIR WILLIAM & CO/IL | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 7 |
1834 INVESTMENT ADVISORS CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BALDWIN BROTHERS LLC/MA | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2017 | 7 |
WealthShield Partners, LLC | 6 | 6 | 0.06% | 0.10% | 0.15% | Q2 2019 | Q3 2020 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
PNC FINANCIAL SERVICES GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
JPMORGAN CHASE & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Mirae Asset Global Investments Co., Ltd. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2020 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2014 | 6 |
Sound Income Strategies, LLC | 6 | 6 | 0.22% | 0.31% | 0.38% | Q2 2022 | Q3 2023 | 6 |
People's United Financial, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
Future Financial Wealth Managment LLC | 6 | 6 | 0.06% | 0.13% | 0.16% | Q4 2020 | Q1 2022 | 6 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2017 | 5 |
KCM INVESTMENT ADVISORS LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 5 |
Advanced Asset Management Advisors Inc | 2 | 1 | 0.25% | 0.29% | 0.35% | Q1 2018 | Q1 2020 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Bouchey Financial Group Ltd | 5 | 5 | 2.57% | 2.94% | 3.12% | Q2 2014 | Q2 2015 | 5 |
Cetera Advisors LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2021 | 5 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.06% | 0.30% | Q4 2015 | Q4 2019 | 5 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2019 | 5 |
PFG Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Kingsview Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q3 2021 | Q3 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
JFS WEALTH ADVISORS, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
HighTower Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.04% | 0.22% | 0.53% | Q4 2020 | Q4 2022 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 4 |
Covestor Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2017 | Q3 2018 | 4 |
WealthBridge Capital Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
US BANCORP \DE\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 4 |
Janney Capital Management LLC | 4 | 4 | 0.28% | 0.47% | 0.92% | Q1 2015 | Q4 2015 | 4 |
Virtu Financial LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
Kestra Advisory Services, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q1 2020 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
Mandatum Life Insurance Co Ltd | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2015 | Q2 2016 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Independent Portfolio Consultants, Inc. | 3 | 3 | 0.26% | 0.30% | 0.35% | Q3 2014 | Q1 2015 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 3 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Lloyd Advisory Services, LLC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Semmax Financial Advisors Inc. | 3 | 3 | 0.01% | 0.05% | 0.07% | Q4 2018 | Q2 2019 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.11% | 0.12% | 0.13% | Q4 2017 | Q4 2018 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
CUE ADVISORY SERVICES, INC. | 3 | 3 | 0.24% | 0.27% | 0.30% | Q2 2017 | Q4 2017 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2016 | 3 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Miracle Mile Advisors, LLC | 3 | 3 | 0.24% | 14.17% | 21.21% | Q3 2014 | Q1 2015 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2019 | 3 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Fusion Family Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Golden Green, Inc. | 2 | 2 | 0.39% | 0.71% | 1.03% | Q4 2020 | Q1 2021 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Andesa Financial Management Inc. | 2 | 2 | 0.08% | 0.12% | 0.16% | Q3 2020 | Q4 2020 | 2 |
TCG Advisors, LP | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2019 | Q2 2019 | 2 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 2 |
STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Visionary Asset Management, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q2 2018 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
National Wealth Management Group, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q1 2023 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Westend Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q4 2015 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Sigma Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, 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 |
Advisors Preferred, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
MCIA Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own GLOBAL X FDS or have owned GLOBAL X FDS in the past.