Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 80 |
Citadel Advisors | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2022 | 41 |
WELLS FARGO & COMPANY/MN | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2022 | 38 |
LPL Financial LLC | 38 | 38 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2022 | 38 |
BANK OF AMERICA CORP /DE/ | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 38 |
MORGAN STANLEY | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 38 |
Cutler Group LLC / CA | 12 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2022 | 38 |
Oxbow Advisors, LLC | 38 | 38 | 0.02% | 0.28% | 0.51% | Q2 2013 | Q3 2022 | 38 |
BALDWIN WEALTH PARTNERS LLC/MA | 38 | 38 | 0.00% | 0.08% | 0.47% | Q2 2013 | Q3 2022 | 38 |
SYNOVUS FINANCIAL CORP | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 38 |
AMERIPRISE FINANCIAL INC | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 38 |
RAYMOND JAMES & ASSOCIATES | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 38 |
Cambridge Investment Research Advisors, Inc. | 38 | 38 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 38 |
ROYAL BANK OF CANADA | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 38 |
CITIGROUP INC | 37 | 37 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 37 |
US BANCORP \DE\ | 35 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 37 |
Prospera Financial Services Inc | 23 | 14 | 0.01% | 0.27% | 0.85% | Q2 2013 | Q3 2022 | 37 |
Capital Advisors, Ltd. LLC | 36 | 36 | 0.00% | 0.15% | 0.53% | Q4 2013 | Q3 2022 | 36 |
Gradient Investments LLC | 20 | 16 | 0.00% | 0.70% | 2.81% | Q3 2013 | Q3 2022 | 36 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 35 | 35 | 0.05% | 0.23% | 0.39% | Q1 2014 | Q3 2022 | 35 |
ENVESTNET ASSET MANAGEMENT INC | 29 | 6 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2022 | 35 |
Cetera Advisor Networks LLC | 27 | 8 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2022 | 35 |
Janney Montgomery Scott LLC | 25 | 9 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2022 | 34 |
Raymond James Financial Services Advisors, Inc. | 26 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 34 |
Private Advisor Group, LLC | 27 | 7 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2022 | 34 |
Stratos Wealth Partners, LTD. | 33 | 33 | 0.01% | 0.03% | 0.09% | Q3 2014 | Q3 2022 | 33 |
UBS Group AG | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2022 | 32 |
Financial Architects, Inc | 29 | 2 | 0.02% | 0.79% | 3.84% | Q2 2013 | Q3 2021 | 31 |
NEXT Financial Group, Inc | 24 | 6 | 0.00% | 0.09% | 0.29% | Q2 2014 | Q4 2021 | 30 |
BANK OF MONTREAL /CAN/ | 22 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2022 | 30 |
SECURITY NATIONAL TRUST CO | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 30 |
Focused Wealth Management, Inc | 29 | 29 | 0.00% | 0.01% | 0.29% | Q3 2015 | Q3 2022 | 29 |
Hillsdale Investment Management Inc. | 19 | 10 | 0.00% | 0.14% | 0.40% | Q2 2013 | Q3 2022 | 29 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2022 | 28 |
Maryland Capital Management | 27 | 27 | 0.12% | 0.48% | 0.70% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q4 2019 | 27 |
Geneos Wealth Management Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2022 | 27 |
STIFEL FINANCIAL CORP | 26 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2022 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2022 | 26 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2022 | 25 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q3 2022 | 25 |
Steward Partners Investment Advisory, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2022 | 24 |
Millburn Ridgefield Corp | 24 | 24 | 0.00% | 0.02% | 0.12% | Q4 2016 | Q3 2022 | 24 |
Highlander Capital Management, LLC | 24 | 24 | 0.01% | 0.06% | 0.12% | Q4 2014 | Q3 2020 | 24 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.11% | 0.29% | Q4 2016 | Q2 2022 | 23 |
Global Retirement Partners, LLC | 20 | 3 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2022 | 23 |
First City Capital Management, Inc. | 22 | 22 | 0.19% | 0.27% | 0.37% | Q4 2013 | Q1 2019 | 22 |
Institute for Wealth Management, LLC. | 22 | 22 | 0.02% | 0.18% | 0.48% | Q2 2017 | Q3 2022 | 22 |
StrategIQ Financial Group, LLC | 22 | 22 | 0.01% | 0.14% | 0.29% | Q2 2017 | Q3 2022 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2022 | 22 |
Barrett Asset Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 21 |
First Allied Advisory Services, Inc. | 14 | 7 | 0.01% | 0.03% | 0.11% | Q2 2014 | Q3 2019 | 21 |
JPMORGAN CHASE & CO | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Sigma Planning Corp | 18 | 2 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2021 | 20 |
Westside Investment Management, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Mirae Asset Global Investments Co., Ltd. | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2022 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
AdvisorNet Financial, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 18 |
D.A. DAVIDSON & CO. | 17 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2022 | 18 |
Apriem Advisors | 16 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 17 |
Hudock, Inc. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2022 | 17 |
Koshinski Asset Management, Inc. | 14 | 3 | 0.00% | 0.26% | 0.43% | Q4 2014 | Q1 2022 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
Cordasco Financial Network | 17 | 17 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q2 2022 | 17 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 17 |
Moors & Cabot, Inc. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2022 | 17 |
FMR LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 17 |
JOHNSON INVESTMENT COUNSEL INC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q2 2018 | 16 |
Harvest Investment Services, LLC | 16 | 16 | 0.17% | 0.43% | 0.88% | Q4 2018 | Q3 2022 | 16 |
PRIVATE TRUST CO NA | 12 | 2 | 0.00% | 0.05% | 0.07% | Q2 2014 | Q3 2022 | 16 |
Capital Investment Advisory Services, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
BB&T SECURITIES, LLC | 7 | 3 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2019 | 15 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2022 | 15 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2019 | 15 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.04% | 0.13% | Q3 2014 | Q2 2022 | 15 |
BLAIR WILLIAM & CO/IL | 9 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 15 |
TFG Advisers LLC | 15 | 15 | 0.06% | 0.31% | 0.69% | Q4 2018 | Q2 2022 | 15 |
Laurel Wealth Advisors, Inc. | 14 | 14 | 0.05% | 0.08% | 0.10% | Q4 2015 | Q1 2019 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.02% | 0.11% | 0.22% | Q2 2013 | Q4 2016 | 14 |
WEDBUSH SECURITIES INC | 14 | 14 | 0.01% | 0.04% | 0.09% | Q2 2019 | Q3 2022 | 14 |
Cetera Investment Advisers | 8 | 5 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2022 | 13 |
Janney Capital Management LLC | 10 | 3 | 0.00% | 0.34% | 0.48% | Q3 2013 | Q4 2016 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.12% | 0.18% | Q4 2014 | Q2 2019 | 13 |
GOLDMAN SACHS GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 13 |
Samalin Investment Counsel, LLC | 12 | 12 | 0.14% | 0.26% | 0.37% | Q4 2019 | Q3 2022 | 12 |
BlackRock Finance, Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 12 |
CWM, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 12 |
VSR Financial Services, Inc. | 12 | 12 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q1 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
HighTower Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2019 | 12 |
Ausdal Financial Partners, Inc. | 12 | 12 | 0.06% | 0.10% | 0.14% | Q4 2015 | Q3 2018 | 12 |
Heartwood Wealth Advisors LLC | 12 | 12 | 0.04% | 0.09% | 0.15% | Q4 2019 | Q3 2022 | 12 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 12 |
GeoWealth Management, LLC | 8 | 1 | 0.01% | 0.17% | 1.51% | Q2 2019 | Q3 2022 | 12 |
SUNTRUST BANKS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Retirement Group, LLC | 6 | 5 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2024 | 11 |
OPPENHEIMER & CO INC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q1 2020 | 11 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 11 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.02% | 0.12% | 0.54% | Q4 2014 | Q3 2022 | 11 |
CENTAURUS FINANCIAL, INC. | 10 | 1 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q3 2022 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q1 2019 | 11 |
Ahrens Investment Partners LLC | 8 | 3 | 0.01% | 0.19% | 0.36% | Q4 2016 | Q2 2022 | 11 |
CABOT WEALTH MANAGEMENT INC | 11 | 11 | 0.25% | 0.49% | 0.78% | Q2 2013 | Q4 2015 | 11 |
AE Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Carroll Financial Associates, Inc. | 8 | 2 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2021 | 10 |
Pinnacle Summer Investments, Inc. | 10 | 10 | 0.00% | 0.07% | 0.15% | Q3 2013 | Q4 2015 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2022 | 10 |
Parallel Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
FIFTH THIRD BANCORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 10 |
JFS WEALTH ADVISORS, LLC | 6 | 4 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q4 2021 | 10 |
1834 INVESTMENT ADVISORS CO | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
B. Riley Wealth Management, Inc. | 6 | 3 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q4 2019 | 9 |
WealthShield Partners, LLC | 7 | 2 | 0.06% | 0.15% | 0.29% | Q2 2019 | Q3 2021 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2022 | 9 |
Endurance Wealth Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 9 |
Concert Wealth Management Inc. | 9 | 9 | 0.09% | 0.20% | 0.32% | Q1 2015 | Q1 2017 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 9 |
MEEDER ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Founders Financial Alliance, LLC | 9 | 9 | 0.04% | 0.10% | 0.14% | Q3 2020 | Q3 2022 | 9 |
Kestra Advisory Services, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 8 |
Clarus Wealth Advisors | 5 | 1 | 0.04% | 0.12% | 0.21% | Q4 2017 | Q2 2020 | 8 |
Freedom Investment Management, Inc. | 3 | 1 | 0.12% | 0.52% | 0.97% | Q2 2015 | Q2 2019 | 8 |
SILVER CAPITAL MANAGEMENT LLC | 8 | 8 | 1.00% | 1.18% | 1.45% | Q2 2013 | Q1 2015 | 8 |
MENLO ADVISORS LLC | 8 | 8 | 0.41% | 0.51% | 0.59% | Q3 2013 | Q2 2015 | 8 |
Tower Research Capital LLC (TRC) | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Biondo Investment Advisors, LLC | 8 | 8 | 0.08% | 0.10% | 0.11% | Q1 2014 | Q4 2015 | 8 |
CAHILL FINANCIAL ADVISORS INC | 8 | 8 | 1.09% | 1.38% | 1.58% | Q4 2013 | Q3 2015 | 8 |
Cooper Financial Group | 8 | 8 | 0.10% | 0.22% | 0.36% | Q4 2018 | Q3 2020 | 8 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
LVZ, Inc. | 8 | 8 | 0.62% | 1.09% | 1.48% | Q4 2013 | Q3 2015 | 8 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 8 |
INVESTMENT CENTERS OF AMERICA INC | 7 | 1 | 0.02% | 0.04% | 0.05% | Q2 2014 | Q3 2017 | 8 |
NORTHERN TRUST CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
HOHIMER WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2022 | 8 |
CAPTRUST FINANCIAL ADVISORS | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 7 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.06% | 0.34% | Q4 2015 | Q3 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Csenge Advisory Group | 7 | 7 | 0.31% | 0.37% | 0.44% | Q3 2017 | Q1 2019 | 7 |
Trek Financial, LLC | 4 | 3 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2020 | 7 |
WOLVERINE TRADING, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 7 |
Turim 21 Investimentos Ltda. | 5 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2022 | 7 |
InterOcean Capital, LLC | 7 | 7 | 0.13% | 0.32% | 0.46% | Q2 2014 | Q4 2015 | 7 |
Financial Gravity Asset Management, Inc. | 5 | 2 | 0.00% | 0.38% | 1.10% | Q1 2018 | Q1 2020 | 7 |
McIlrath & Eck, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.08% | 0.18% | Q4 2018 | Q3 2021 | 6 |
DEUTSCHE BANK AG\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2020 | 6 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.08% | 0.12% | Q1 2014 | Q1 2022 | 6 |
Ford Financial Group, LLC | 6 | 6 | 0.05% | 0.08% | 0.11% | Q2 2021 | Q3 2022 | 6 |
BROWN BROTHERS HARRIMAN & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Blue Sky Asset Management, LLC | 5 | 1 | 0.06% | 0.25% | 0.38% | Q1 2017 | Q3 2018 | 6 |
Bruderman Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2016 | 6 |
NATIONAL PLANNING CORP | 6 | 6 | 0.02% | 0.11% | 0.16% | Q4 2013 | Q1 2015 | 6 |
NOMURA HOLDINGS INC | 6 | 6 | 0.00% | 0.46% | 2.73% | Q2 2013 | Q3 2014 | 6 |
SHELTON CAPITAL MANAGEMENT | 5 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2018 | 6 |
Sage Capital Advisors,llc | 3 | 1 | 0.15% | 0.53% | 0.94% | Q4 2017 | Q4 2021 | 6 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
Glen Eagle Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
TCI Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2021 | 6 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 6 |
B. Riley Wealth Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Bell Bank | 5 | 1 | 0.42% | 0.53% | 0.88% | Q3 2015 | Q4 2018 | 6 |
ROTHSCHILD INVESTMENT LLC /IL | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2014 | Q3 2015 | 5 |
Vanguard Capital Wealth Advisors | 3 | 1 | 0.16% | 0.45% | 0.81% | Q4 2017 | Q2 2021 | 5 |
NAPLES GLOBAL ADVISORS, LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q2 2018 | Q2 2019 | 5 |
AJ WEALTH STRATEGIES, LLC | 5 | 5 | 0.06% | 0.09% | 0.12% | Q4 2016 | Q4 2017 | 5 |
PFG Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Wagner Wealth Management, LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2021 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.01% | 0.23% | 0.58% | Q2 2013 | Q2 2014 | 5 |
Stonebridge Financial Planning Group, LLC | 5 | 5 | 0.05% | 0.10% | 0.18% | Q4 2019 | Q4 2020 | 5 |
Traynor Capital Management, Inc. | 5 | 5 | 0.10% | 0.12% | 0.13% | Q1 2017 | Q1 2018 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 5 |
Cetera Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2022 | 5 |
Atria Investments, Inc | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2018 | 5 |
SeaCrest Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Triumph Capital Management | 4 | 1 | 0.10% | 0.22% | 0.29% | Q3 2021 | Q4 2022 | 5 |
Activest Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 4 |
HBW ADVISORY SERVICES LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2022 | 4 |
PrairieView Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
HL FINANCIAL SERVICES LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 4 |
C2C Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
CIBC WORLD MARKET INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 4 |
Bank Pictet & Cie (Europe) AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Beirne Wealth Consulting Services, LLC | 4 | 4 | 0.16% | 0.25% | 0.31% | Q4 2018 | Q3 2019 | 4 |
PSI Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 4 |
Advanced Asset Management Advisors Inc | 2 | 2 | 0.14% | 0.23% | 0.31% | Q3 2018 | Q1 2020 | 4 |
Cavalier Investments, LLC | 4 | 4 | 0.44% | 0.50% | 0.56% | Q4 2020 | Q3 2021 | 4 |
Hilltop Holdings Inc. | 4 | 4 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Sonora Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Global Financial Private Capital, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Kissinger Financial Services LLC | 4 | 4 | 0.70% | 0.72% | 0.74% | Q3 2016 | Q2 2017 | 4 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 4 |
Commonwealth Financial Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Gould Capital, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Gary Goldberg Planning Services Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
BOENNING & SCATTERGOOD, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Spire Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Syverson Strege & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Anfield Capital Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
M Holdings Securities, Inc. | 3 | 3 | 0.14% | 0.18% | 0.24% | Q1 2014 | Q3 2014 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q3 2015 | 3 |
Wealthspire Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 3 |
Risk Paradigm Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2015 | 3 |
NewEdge Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Psagot Value Holdings Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
U.S. Capital Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
MUFG Americas Holdings Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2020 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Evanson Asset Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.54% | 1.07% | 1.57% | Q4 2017 | Q4 2018 | 3 |
InterOcean Capital Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
CIBC Private Wealth Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Running Point Capital Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2022 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Wealthfront Advisers LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Federation des caisses Desjardins du Quebec | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 0.78% | 1.76% | 2.29% | Q1 2016 | Q3 2016 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
PVG ASSET MANAGEMENT CORP | 3 | 3 | 0.81% | 0.85% | 0.87% | Q2 2019 | Q4 2019 | 3 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
SCOTIA CAPITAL INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
CPWM, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2019 | Q3 2019 | 3 |
Stonegate Investment Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.03% | 0.23% | 0.56% | Q2 2013 | Q4 2013 | 3 |
Cornerstone Advisory, LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q4 2021 | 3 |
MARIETTA INVESTMENT PARTNERS LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q4 2016 | 2 |
XML SECURITIES, LLC | 2 | 2 | 1.47% | 1.55% | 1.62% | Q4 2017 | Q1 2018 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Stadion Money Management, LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q1 2014 | Q2 2014 | 2 |
Westend Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2014 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.21% | 0.21% | 0.22% | Q3 2019 | Q4 2019 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2013 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.03% | 0.08% | 0.13% | Q4 2019 | Q1 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Davis Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Eagle Strategies LLC | 2 | 2 | 0.10% | 0.14% | 0.17% | Q2 2022 | Q3 2022 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2018 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q1 2016 | Q2 2016 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
XML Financial, LLC | 2 | 2 | 0.38% | 0.50% | 0.61% | Q4 2019 | Q1 2020 | 2 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q3 2021 | Q4 2021 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2018 | 2 |
1776 Wealth LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.04% | 0.08% | 0.13% | Q1 2022 | Q3 2022 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Aurora Private Wealth, Inc. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2021 | Q3 2021 | 2 |
Canal Capital Management, LLC | 2 | 2 | 0.18% | 0.20% | 0.23% | Q3 2016 | Q4 2016 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2019 | Q3 2019 | 2 |
Brookstone Capital Management | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q2 2021 | 2 |
SWMG, LLC | 1 | 1 | 0.08% | 0.14% | 0.20% | Q1 2022 | Q3 2022 | 2 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 0.20% | 0.30% | 0.39% | Q2 2013 | Q3 2013 | 2 |
Capital Asset Advisory Services LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2015 | 2 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Centric Wealth Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2015 | Q2 2015 | 1 |
Horizon Investments, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2017 | Q3 2017 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Doyle Wealth Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2014 | Q2 2014 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2022 | Q1 2022 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2016 | Q4 2016 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Independent Advisor Alliance | 1 | 1 | 1.14% | 1.14% | 1.14% | Q1 2017 | Q1 2017 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Glovista Investments LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2017 | Q3 2017 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Sightline Wealth Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2022 | Q1 2022 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
BEACON TRUST CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
External links
This page lists all the filers that currently own GLOBAL X FDS or have owned GLOBAL X FDS in the past.