Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 26 |
LPL Financial LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
UBS Group AG | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 20 | 20 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
IFP Advisors, Inc | 17 | 1 | 0.03% | 0.07% | 0.11% | Q1 2016 | Q3 2023 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
US BANCORP \DE\ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
MORGAN STANLEY | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
RAYMOND JAMES & ASSOCIATES | 16 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
Stratos Wealth Partners, LTD. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
BANK OF AMERICA CORP /DE/ | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 14 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Cambridge Investment Research Advisors, Inc. | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
McAdam, LLC | 17 | 17 | 0.09% | 0.48% | 1.08% | Q3 2019 | Q3 2023 | 17 |
BEAM WEALTH ADVISORS, INC. | 16 | 16 | 0.59% | 1.34% | 2.22% | Q4 2019 | Q3 2023 | 16 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q3 2022 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Mariner, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 14 |
CreativeOne Wealth, LLC | 11 | 1 | 0.04% | 0.08% | 0.19% | Q2 2019 | Q3 2023 | 14 |
GeoWealth Management, LLC | 11 | 3 | 0.04% | 0.07% | 0.22% | Q3 2019 | Q3 2023 | 14 |
Capital Investment Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.03% | 0.08% | 0.17% | Q3 2020 | Q3 2023 | 13 |
OLD SECOND NATIONAL BANK OF AURORA | 6 | 1 | 0.00% | 1.45% | 3.82% | Q3 2019 | Q3 2023 | 13 |
Castle Rock Wealth Management, LLC | 13 | 13 | 0.31% | 1.22% | 2.25% | Q3 2020 | Q3 2023 | 13 |
Advisory Services Network, LLC | 6 | 1 | 0.00% | 0.01% | 0.07% | Q4 2018 | Q3 2023 | 12 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 12 |
MML INVESTORS SERVICES, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.44% | 2.87% | 4.24% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.01% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 12 |
CAROLINAS WEALTH CONSULTING LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Brookstone Capital Management | 11 | 11 | 0.07% | 0.38% | 0.65% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Columbus Macro, LLC | 5 | 1 | 0.07% | 0.10% | 0.15% | Q4 2018 | Q1 2022 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 11 | 0.04% | 0.12% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Gradient Investments LLC | 9 | 2 | 0.00% | 0.17% | 0.42% | Q1 2019 | Q1 2023 | 11 |
Private Advisor Group, LLC | 9 | 1 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 10 |
Cetera Investment Advisers | 8 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
OLD MISSION CAPITAL LLC | 6 | 4 | 0.01% | 0.08% | 0.21% | Q1 2021 | Q3 2023 | 10 |
TELEMUS CAPITAL, LLC | 10 | 10 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2021 | 10 |
ASHFORD CAPITAL MANAGEMENT INC | 10 | 10 | 0.02% | 0.40% | 1.24% | Q2 2021 | Q3 2023 | 10 |
Laurel Wealth Advisors, Inc. | 8 | 2 | 0.05% | 0.07% | 0.13% | Q4 2018 | Q3 2022 | 10 |
Belpointe Asset Management LLC | 7 | 1 | 0.01% | 0.17% | 0.46% | Q4 2019 | Q3 2023 | 10 |
Carroll Financial Associates, Inc. | 8 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Eudaimonia Partners, LLC | 7 | 2 | 0.01% | 0.12% | 0.23% | Q4 2020 | Q3 2023 | 9 |
LINCOLN NATIONAL CORP | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2022 | 9 |
Winslow, Evans & Crocker, Inc. | 9 | 9 | 0.03% | 0.07% | 0.13% | Q4 2018 | Q4 2020 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
WOLVERINE TRADING, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 9 |
Cetera Advisors LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 9 |
FinTrust Capital Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 9 |
FIFTH THIRD BANCORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
Steward Partners Investment Advisory, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Cavalier Investments, LLC | 8 | 8 | 1.95% | 3.02% | 4.35% | Q4 2021 | Q3 2023 | 8 |
First Allied Advisory Services, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2020 | 8 |
Geneos Wealth Management Inc. | 8 | 8 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q2 2023 | 8 |
MAS Advisors LLC | 8 | 8 | 1.92% | 2.59% | 3.28% | Q4 2021 | Q3 2023 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GOFEN & GLOSSBERG LLC /IL/ | 8 | 8 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q4 2022 | 8 |
AE Wealth Management LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2021 | 8 |
J.W. COLE ADVISORS, INC. | 8 | 8 | 0.02% | 0.13% | 0.41% | Q4 2021 | Q3 2023 | 8 |
BLAIR WILLIAM & CO/IL | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
CENTAURUS FINANCIAL, INC. | 8 | 8 | 0.01% | 1.06% | 2.11% | Q4 2021 | Q3 2023 | 8 |
Blue Chip Partners, LLC | 8 | 8 | 0.10% | 1.12% | 2.28% | Q4 2021 | Q3 2023 | 8 |
1900 WEALTH MANAGEMENT LLC | 8 | 8 | 0.03% | 0.16% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.07% | 0.15% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Patriot Financial Group Insurance Agency, LLC | 5 | 3 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q2 2022 | 8 |
Equitable Holdings, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Kestra Advisory Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Retirement Group, LLC | 7 | 7 | 0.01% | 0.04% | 0.13% | Q1 2022 | Q3 2023 | 7 |
OPPENHEIMER & CO INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Belvedere Trading LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 7 |
FMR LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
JPMORGAN CHASE & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Armor Investment Advisors, LLC | 7 | 7 | 0.10% | 0.33% | 0.47% | Q1 2022 | Q3 2023 | 7 |
Regal Investment Advisors LLC | 7 | 7 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Hamilton Wealth, LLC | 7 | 7 | 0.13% | 4.03% | 7.07% | Q1 2022 | Q3 2023 | 7 |
Thrive Capital Management, LLC | 7 | 7 | 0.34% | 1.93% | 2.92% | Q1 2022 | Q3 2023 | 7 |
Accel Wealth Management | 7 | 7 | 0.12% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WEDBUSH SECURITIES INC | 7 | 7 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Baker Avenue Asset Management, LP | 7 | 7 | 0.02% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 7 |
XML Financial, LLC | 6 | 1 | 0.23% | 0.38% | 0.61% | Q4 2021 | Q3 2023 | 7 |
Clearview Wealth Advisors LLC | 7 | 7 | 0.02% | 0.09% | 0.43% | Q4 2021 | Q2 2023 | 7 |
Baird Financial Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.01% | 0.13% | 0.45% | Q1 2022 | Q3 2023 | 7 |
Western Wealth Management, LLC | 4 | 3 | 0.01% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 7 | 7 | 0.13% | 0.16% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Anfield Capital Management, LLC | 7 | 7 | 0.77% | 0.83% | 0.88% | Q1 2022 | Q3 2023 | 7 |
NewSquare Capital LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 4 | 2 | 0.02% | 0.13% | 0.19% | Q2 2020 | Q3 2023 | 6 |
PROFFITT & GOODSON INC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Snowden Capital Advisors LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Prospera Financial Services Inc | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q4 2022 | 6 |
RFG Advisory, LLC | 6 | 6 | 0.01% | 0.04% | 0.13% | Q1 2022 | Q2 2023 | 6 |
Salomon & Ludwin, LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
San Luis Wealth Advisors LLC | 6 | 6 | 0.08% | 0.31% | 0.61% | Q4 2021 | Q1 2023 | 6 |
Sigma Planning Corp | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
EUDAIMONIA ADVISORS LLC | 6 | 6 | 0.25% | 0.33% | 0.42% | Q2 2022 | Q3 2023 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
AJ WEALTH STRATEGIES, LLC | 4 | 2 | 0.02% | 0.12% | 0.25% | Q3 2019 | Q3 2022 | 6 |
Berger Financial Group, Inc | 6 | 6 | 0.16% | 0.19% | 0.21% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.04% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Flaharty Asset Management, LLC | 6 | 6 | 0.12% | 0.39% | 0.54% | Q2 2022 | Q3 2023 | 6 |
Renaissance Technologies | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EPG Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HBW ADVISORY SERVICES LLC | 5 | 5 | 0.10% | 0.31% | 0.42% | Q3 2022 | Q3 2023 | 5 |
COMERICA SECURITIES,INC. | 5 | 5 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 5 | 5 | 0.07% | 0.11% | 0.16% | Q4 2019 | Q4 2020 | 5 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
CAMBRIDGE TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Curtis Advisory Group, LLC | 5 | 5 | 0.17% | 0.35% | 0.51% | Q3 2022 | Q3 2023 | 5 |
WealthSpring Partners, LLC | 5 | 5 | 0.15% | 0.17% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Community Capital Management, LLC | 4 | 1 | 0.02% | 0.48% | 0.86% | Q3 2021 | Q4 2022 | 5 |
Trinity Legacy Partners, LLC | 5 | 5 | 0.38% | 0.51% | 0.64% | Q2 2021 | Q2 2022 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Ancora Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FIRST CITIZENS BANK & TRUST CO | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q4 2019 | 5 |
Private Advisory Group LLC | 5 | 5 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2023 | 5 |
Ellis Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Wagner Wealth Management, LLC | 3 | 2 | 0.00% | 0.06% | 0.11% | Q2 2021 | Q3 2022 | 5 |
Beacon Pointe Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
ELCO Management Co., LLC | 5 | 5 | 1.46% | 1.76% | 1.91% | Q3 2022 | Q3 2023 | 5 |
Alterity Financial Group, LLC | 5 | 5 | 0.56% | 0.63% | 0.74% | Q3 2022 | Q3 2023 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.03% | 0.11% | 0.37% | Q3 2022 | Q3 2023 | 5 |
Cresset Asset Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Atlantic Union Bankshares Corp | 3 | 2 | 0.09% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 5 |
Princeton Global Asset Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
VERUS CAPITAL PARTNERS, LLC | 5 | 5 | 0.10% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2021 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Truadvice, LLC | 5 | 5 | 1.72% | 5.13% | 7.30% | Q1 2022 | Q1 2023 | 5 |
BANK OF MONTREAL /CAN/ | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Destiny Wealth Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Pasadena Private Wealth, LLC | 5 | 5 | 0.26% | 4.49% | 7.99% | Q3 2022 | Q3 2023 | 5 |
FIRST FOUNDATION ADVISORS | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Uniplan Investment Counsel, Inc. | 4 | 4 | 0.25% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
RiverFront Investment Group, LLC | 4 | 4 | 0.02% | 0.16% | 0.52% | Q4 2022 | Q3 2023 | 4 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 4 | 4 | 0.34% | 0.96% | 1.60% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Redhawk Wealth Advisors, Inc. | 3 | 1 | 0.11% | 0.32% | 0.59% | Q4 2019 | Q2 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 3.32% | 3.78% | 4.32% | Q4 2022 | Q3 2023 | 4 |
Arete Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q2 2023 | 4 |
Strategic Blueprint, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.23% | 0.28% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Foundations Investment Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Good Life Advisors, LLC | 4 | 4 | 0.09% | 0.14% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Redwood Financial Network Corp | 4 | 4 | 0.30% | 0.42% | 0.53% | Q4 2022 | Q3 2023 | 4 |
1832 Asset Management L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
QP WEALTH MANAGEMENT, LLC | 4 | 4 | 1.04% | 1.05% | 1.05% | Q4 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.44% | 0.76% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Joseph P. Lucia & Associates, LLC | 3 | 1 | 0.04% | 0.46% | 0.61% | Q2 2022 | Q3 2023 | 4 |
HUNTINGTON NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Core Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 4 |
Private Ocean, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Summit Trail Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Independent Advisor Alliance | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Creative Planning | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.05% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Kingsview Wealth Management, LLC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MJP ASSOCIATES INC /ADV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Sugarloaf Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
CHOREO, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Ahrens Investment Partners LLC | 2 | 1 | 0.01% | 0.05% | 0.14% | Q1 2021 | Q1 2022 | 3 |
Crescent Grove Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Caerus Investment Advisors, LLC | 2 | 1 | 0.52% | 9.81% | 15.88% | Q4 2022 | Q3 2023 | 3 |
JUNCTURE WEALTH STRATEGIES, LLC | 3 | 3 | 1.79% | 1.83% | 1.91% | Q2 2023 | Q4 2023 | 3 |
Sowell Financial Services LLC | 2 | 1 | 0.03% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 3 |
Institute for Wealth Management, LLC. | 3 | 3 | 0.47% | 0.48% | 0.49% | Q1 2023 | Q3 2023 | 3 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
OVERSEA-CHINESE BANKING Corp Ltd | 3 | 3 | 0.03% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Kaizen Financial Strategies | 3 | 3 | 0.28% | 0.32% | 0.37% | Q1 2023 | Q3 2023 | 3 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q4 2022 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Biltmore Family Office, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Spire Wealth Management | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Intergy Private Wealth, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
LOOMIS SAYLES & CO L P | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Parallax Volatility Advisers, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Herold Advisors, Inc. | 1 | 1 | 0.04% | 0.08% | 0.14% | Q3 2021 | Q3 2023 | 3 |
Astoria Portfolio Advisors LLC. | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 3 |
ARMSTRONG ADVISORY GROUP, INC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
MONTCHANIN ASSET MANAGEMENT, LLC | 3 | 3 | 1.04% | 1.20% | 1.32% | Q4 2022 | Q2 2023 | 3 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Stockman Wealth Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Richard P Slaughter Associates Inc | 2 | 2 | 2.06% | 2.09% | 2.11% | Q3 2023 | Q4 2023 | 2 |
DCM Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
HOEY INVESTMENTS, INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 2 |
Raleigh Capital Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Crew Capital Management, Ltd. | 2 | 2 | 0.18% | 0.19% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Your Advocates Ltd., LLP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Consolidated Planning Corp | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Bangor Savings Bank | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Capital CS Group, LLC | 1 | 1 | 0.18% | 0.24% | 0.29% | Q2 2021 | Q4 2021 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.25% | 0.27% | 0.28% | Q2 2022 | Q3 2022 | 2 |
Ford Financial Group, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q4 2022 | 2 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Csenge Advisory Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Atlantic Private Wealth, LLC | 2 | 2 | 0.33% | 0.34% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Owen LaRue, LLC | 2 | 2 | 1.84% | 1.84% | 1.84% | Q4 2022 | Q1 2023 | 2 |
TriaGen Wealth Management LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Bensler, LLC | 2 | 2 | 0.27% | 0.28% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q2 2023 | 2 |
C2C Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TCG Advisory Services, LLC | 2 | 2 | 0.08% | 0.28% | 0.47% | Q2 2023 | Q3 2023 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Shepherd Financial Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Robbins Farley | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lifeworks Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Citizens Asset Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MYDA Advisors LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 2.72% | 2.72% | 2.72% | Q2 2023 | Q2 2023 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Prism Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Activest Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
TSFG, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own GLOBAL X FDS or have owned GLOBAL X FDS in the past.