Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 24 |
Citadel Advisors | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 21 |
Anchor Investment Management, LLC | 13 | 6 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Field & Main Bank | 14 | 14 | 0.02% | 0.05% | 0.27% | Q2 2020 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
UBS Group AG | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Investors Research Corp | 14 | 14 | 0.30% | 0.37% | 0.43% | Q2 2020 | Q3 2023 | 14 |
NAPLES GLOBAL ADVISORS, LLC | 14 | 14 | 0.07% | 0.14% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Global Endowment Management, LP | 14 | 14 | 0.26% | 0.76% | 1.36% | Q2 2020 | Q3 2023 | 14 |
Capital Advisors, Ltd. LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Fortis Advisors, LLC | 14 | 14 | 1.14% | 2.67% | 4.06% | Q2 2020 | Q3 2023 | 14 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Verity & Verity, LLC | 14 | 14 | 0.16% | 0.59% | 1.95% | Q2 2020 | Q3 2023 | 14 |
MORGAN STANLEY | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MML INVESTORS SERVICES, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
WELLS FARGO & COMPANY/MN | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Ancora Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BANK OF AMERICA CORP /DE/ | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GenTrust, LLC | 14 | 14 | 0.52% | 1.05% | 1.46% | Q2 2020 | Q3 2023 | 14 |
SOL Capital Management CO | 14 | 14 | 0.63% | 0.76% | 0.85% | Q2 2020 | Q3 2023 | 14 |
Ameritas Investment Partners, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Baystate Wealth Management LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Parallel Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ROYAL BANK OF CANADA | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 14 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Gradient Investments LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Private Advisor Group, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Ameraudi Asset Management, Inc. | 14 | 14 | 0.70% | 1.20% | 1.44% | Q2 2020 | Q3 2023 | 14 |
Argent Advisors, Inc. | 14 | 14 | 0.40% | 0.73% | 0.91% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisor Networks LLC | 14 | 14 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
BLAIR WILLIAM & CO/IL | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES & ASSOCIATES | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Cresset Asset Management, LLC | 14 | 14 | 0.01% | 0.04% | 0.13% | Q2 2020 | Q3 2023 | 14 |
LPL Financial LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
IAG Wealth Partners, LLC | 14 | 14 | 0.04% | 0.81% | 1.58% | Q2 2020 | Q3 2023 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Baird Financial Group, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.58% | 0.78% | 1.02% | Q2 2020 | Q3 2023 | 14 |
Morningstar Investment Services LLC | 13 | 13 | 0.13% | 0.27% | 0.47% | Q2 2020 | Q2 2023 | 13 |
STEPHENS INC /AR/ | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Arlington Partners LLC | 13 | 13 | 0.05% | 3.63% | 9.83% | Q2 2020 | Q2 2023 | 13 |
Venturi Wealth Management, LLC | 13 | 13 | 0.05% | 0.37% | 0.68% | Q3 2020 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
SeaCrest Wealth Management, LLC | 13 | 13 | 0.13% | 0.21% | 0.32% | Q3 2020 | Q3 2023 | 13 |
Global Retirement Partners, LLC | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
FOSTER & MOTLEY INC | 13 | 13 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
FMR LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Stratos Wealth Advisors, LLC | 8 | 5 | 0.04% | 0.16% | 0.24% | Q2 2020 | Q3 2023 | 13 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 2 | 0.08% | 0.15% | 0.19% | Q2 2020 | Q3 2023 | 13 |
WestEnd Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Prospera Financial Services Inc | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
IFP Advisors, Inc | 12 | 12 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q1 2023 | 12 |
ATLAS CAPITAL ADVISORS LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
QUADRANT CAPITAL GROUP LLC | 12 | 12 | 0.01% | 0.07% | 0.14% | Q1 2020 | Q4 2022 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.09% | 0.19% | 0.32% | Q4 2020 | Q3 2023 | 12 |
S.A. Mason LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Gilbert & Cook, Inc. | 11 | 11 | 0.04% | 0.10% | 0.18% | Q2 2020 | Q4 2022 | 11 |
JPMORGAN CHASE & CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
Golden Green, Inc. | 11 | 11 | 2.63% | 5.52% | 9.10% | Q1 2021 | Q3 2023 | 11 |
Lido Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Transform Wealth, LLC | 6 | 1 | 0.08% | 0.22% | 0.49% | Q2 2020 | Q3 2023 | 11 |
Cetera Investment Advisers | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Pettinga Financial Advisors LLC | 11 | 11 | 0.08% | 0.13% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Bollard Group LLC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Core Wealth Advisors, Inc. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
American Portfolios Advisors | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2022 | 10 |
Annandale Capital, LLC | 9 | 1 | 3.08% | 3.74% | 4.51% | Q4 2020 | Q3 2023 | 10 |
CPWM, LLC | 10 | 10 | 0.12% | 0.16% | 0.19% | Q2 2020 | Q3 2022 | 10 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Hudock, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Legacy Capital Wealth Partners, LLC | 7 | 1 | 0.49% | 0.79% | 1.50% | Q4 2020 | Q3 2023 | 10 |
CITIGROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Curran Financial Partners, LLC | 10 | 10 | 0.34% | 2.22% | 3.77% | Q2 2021 | Q3 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
STIFEL FINANCIAL CORP | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 10 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
LINCOLN NATIONAL CORP | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2022 | 9 |
HighTower Advisors, LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 9 |
Equitable Holdings, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Ahrens Investment Partners LLC | 9 | 9 | 0.54% | 1.69% | 2.84% | Q1 2021 | Q1 2023 | 9 |
Essex LLC | 9 | 9 | 0.85% | 2.22% | 4.32% | Q3 2021 | Q3 2023 | 9 |
Creative Planning | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 9 | 9 | 0.04% | 0.11% | 0.58% | Q4 2020 | Q4 2022 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q2 2022 | 9 |
Clean Yield Group | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.31% | 0.37% | 0.43% | Q1 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
EP Wealth Advisors, LLC | 3 | 2 | 0.01% | 0.03% | 0.14% | Q3 2020 | Q3 2023 | 8 |
MAI Capital Management | 8 | 8 | 0.13% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.34% | 0.43% | 0.55% | Q4 2021 | Q3 2023 | 8 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 8 |
TRUIST FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Mascoma Wealth Management LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 8 |
New Legacy Group, LLC | 8 | 8 | 0.18% | 2.16% | 3.32% | Q4 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Sageworth Trust Co | 4 | 3 | 0.02% | 0.47% | 1.31% | Q4 2021 | Q3 2023 | 7 |
Concord Wealth Partners | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
AdvisorNet Financial, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Kestra Advisory Services, LLC | 7 | 7 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Cerity Partners LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
BALDWIN BROTHERS LLC/MA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MEEDER ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
MBL Wealth, LLC | 7 | 7 | 0.04% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Anson Capital, Inc. | 7 | 7 | 1.16% | 1.44% | 1.79% | Q1 2022 | Q3 2023 | 7 |
Greytown Advisors Inc. | 7 | 7 | 0.27% | 0.56% | 0.90% | Q1 2022 | Q3 2023 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
Outlook Wealth Advisors, LLC | 7 | 7 | 0.08% | 0.34% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Krilogy Financial LLC | 7 | 7 | 0.09% | 0.13% | 0.17% | Q2 2021 | Q4 2022 | 7 |
KMG FIDUCIARY PARTNERS, LLC | 7 | 7 | 0.05% | 0.33% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Birch Capital Management, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Great Diamond Partners, LLC | 7 | 7 | 0.34% | 0.37% | 0.41% | Q1 2022 | Q3 2023 | 7 |
Cornerstone Wealth Group, LLC | 7 | 7 | 0.14% | 0.18% | 0.21% | Q1 2021 | Q3 2022 | 7 |
DIVIDEND ASSETS CAPITAL, LLC | 6 | 1 | 0.02% | 0.06% | 0.08% | Q2 2020 | Q1 2022 | 7 |
NTV ASSET MANAGEMENT LLC | 7 | 7 | 0.13% | 0.15% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Janney Montgomery Scott LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SWMG, LLC | 6 | 1 | 0.16% | 0.34% | 0.50% | Q4 2020 | Q3 2022 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
Old Port Advisors | 6 | 1 | 0.08% | 0.50% | 0.96% | Q4 2021 | Q3 2023 | 7 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.03% | 0.13% | Q2 2020 | Q2 2023 | 7 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Stratos Wealth Partners, LTD. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Capital Asset Advisory Services LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 6 |
ASSETMARK, INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 6 |
Ironsides Asset Advisors, LLC | 6 | 6 | 0.19% | 0.42% | 0.51% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 3 | 1 | 0.00% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 6 |
Engrave Wealth Partners LLC | 6 | 6 | 0.11% | 0.26% | 0.63% | Q2 2022 | Q3 2023 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Country Club Trust Company, n.a. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2021 | 6 |
TCI Wealth Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Geneos Wealth Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 6 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Private Capital Advisors, Inc. | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 2 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Proficio Capital Partners LLC | 6 | 6 | 0.04% | 0.09% | 0.14% | Q2 2022 | Q3 2023 | 6 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 6 | 6 | 0.11% | 0.66% | 1.51% | Q4 2021 | Q1 2023 | 6 |
Aurora Private Wealth, Inc. | 6 | 6 | 0.25% | 0.57% | 0.74% | Q2 2022 | Q3 2023 | 6 |
Firestone Capital Management | 4 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 6 |
Lee Financial Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 6 |
MCF Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
AE Wealth Management LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
AJ WEALTH STRATEGIES, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
ADIRONDACK TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Legacy Bridge, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
BREITER CAPITAL MANAGEMENT INC | 5 | 5 | 2.78% | 4.82% | 8.88% | Q2 2020 | Q2 2021 | 5 |
Baker Avenue Asset Management, LP | 5 | 5 | 0.08% | 0.16% | 0.27% | Q3 2022 | Q3 2023 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
BURNEY CO/ | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
CoreFirst Bank & Trust | 5 | 5 | 0.05% | 0.36% | 0.60% | Q3 2022 | Q3 2023 | 5 |
Trinity Legacy Partners, LLC | 5 | 5 | 1.11% | 1.77% | 2.03% | Q3 2022 | Q3 2023 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 0.33% | 0.48% | 0.59% | Q3 2022 | Q3 2023 | 5 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Gladstone Institutional Advisory LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Requisite Capital Management, LLC | 4 | 4 | 0.21% | 0.66% | 1.15% | Q2 2021 | Q1 2022 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.50% | 0.55% | 0.58% | Q4 2022 | Q3 2023 | 4 |
HAP Trading, LLC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q1 2022 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
WEALTH MANAGEMENT RESOURCES, INC. | 4 | 4 | 2.96% | 3.29% | 3.52% | Q2 2022 | Q1 2023 | 4 |
Tidal Investments LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Advisor Resource Council | 4 | 4 | 0.09% | 0.17% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.14% | 0.20% | 0.26% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
HAZLETT, BURT & WATSON, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.21% | 0.35% | 0.70% | Q4 2022 | Q3 2023 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Morningstar Investment Management LLC | 4 | 4 | 9.45% | 10.80% | 12.06% | Q2 2020 | Q1 2021 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Laidlaw Wealth Management LLC | 4 | 4 | 0.07% | 0.12% | 0.19% | Q1 2022 | Q4 2022 | 4 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 4 |
Sigma Planning Corp | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.06% | 0.07% | 0.12% | Q4 2022 | Q3 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
RMB Capital Management, LLC | 2 | 1 | 0.01% | 0.12% | 0.46% | Q4 2020 | Q3 2023 | 4 |
Destiny Wealth Partners, LLC | 4 | 4 | 0.78% | 0.92% | 1.08% | Q4 2022 | Q3 2023 | 4 |
BBVA USA Bancshares, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.21% | 0.36% | 0.53% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q4 2023 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Teamwork Financial Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Atlas Financial Advisors, Inc. | 2 | 1 | 0.63% | 0.75% | 0.82% | Q2 2022 | Q1 2023 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Cascadia Advisory Services, LLC | 3 | 3 | 0.22% | 0.24% | 0.25% | Q1 2021 | Q3 2021 | 3 |
One Charles Private Wealth Services, LLC | 3 | 3 | 0.24% | 0.29% | 0.34% | Q1 2023 | Q3 2023 | 3 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 3 |
FWL INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Matisse Capital | 3 | 3 | 0.17% | 0.30% | 0.42% | Q4 2020 | Q2 2021 | 3 |
Worth Asset Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q1 2023 | 3 |
3EDGE Asset Management, LP | 2 | 1 | 0.11% | 0.13% | 0.15% | Q1 2021 | Q2 2022 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Glassy Mountain Advisors, Inc. | 2 | 1 | 0.95% | 1.02% | 1.06% | Q4 2022 | Q3 2023 | 3 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Knollwood Investment Advisory, LLC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Family Asset Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
HBW ADVISORY SERVICES LLC | 3 | 3 | 0.08% | 0.10% | 0.10% | Q4 2022 | Q2 2023 | 3 |
BROWN BROTHERS HARRIMAN & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lansing Street Advisors | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2022 | 3 |
SFG Wealth Management, LLC. | 3 | 3 | 0.20% | 0.55% | 0.78% | Q4 2022 | Q2 2023 | 3 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Atria Investments, Inc | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
InterOcean Capital Group, LLC | 3 | 3 | 0.20% | 0.28% | 0.45% | Q2 2022 | Q4 2022 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Stamos Capital Partners, L.P. | 3 | 3 | 0.22% | 0.26% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Round Table Services, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 3 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Advisory Group, Inc. | 3 | 3 | 0.12% | 0.14% | 0.14% | Q2 2020 | Q4 2020 | 3 |
Founders Capital Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Aspen Wealth Strategies, LLC | 2 | 1 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Koshinski Asset Management, Inc. | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q2 2022 | 3 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.22% | 0.26% | 0.30% | Q2 2022 | Q3 2022 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q1 2022 | 2 |
Millburn Ridgefield Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Wambolt & Associates, LLC | 2 | 2 | 0.27% | 0.34% | 0.41% | Q2 2020 | Q3 2020 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GSA CAPITAL PARTNERS LLP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.44% | 0.44% | 0.44% | Q1 2022 | Q2 2022 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BRR OpCo, LLC | 2 | 2 | 0.14% | 0.19% | 0.24% | Q4 2019 | Q1 2020 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Activest Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Sentinus, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Cape Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.00% | 0.35% | 0.70% | Q2 2020 | Q3 2020 | 2 |
Americana Partners, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
South Shore Capital Advisors | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2021 | Q2 2021 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Advisor OS, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2021 | Q4 2021 | 1 |
Petix & Botte Co | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Fermata Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Tennessee Valley Asset Management Partners | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
COUNTRY CLUB BANK /GFN | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Savoie Capital LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
GSB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ADVISORS MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2022 | Q1 2022 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2023 | Q2 2023 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EUDAIMONIA ADVISORS LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 1.65% | 1.65% | 1.65% | Q4 2022 | Q4 2022 | 1 |
Private Ocean, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
XR Securities LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2020 | Q2 2020 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | 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.