GLOBAL X FDS shareholder history

Current and past GLOBAL X FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 1210.00%0.00%0.00%Q4 2018Q3 202330
Cutler Group LLC / CA 10100.00%0.01%0.05%Q2 2021Q3 202326
WOLVERINE TRADING, LLC 880.00%0.00%0.01%Q4 2021Q3 202322
Creative Planning 20200.00%0.00%0.00%Q4 2018Q3 202321
AdvisorNet Financial, Inc 20200.00%0.01%0.01%Q4 2018Q3 202320
ROYAL BANK OF CANADA 20200.00%0.01%0.01%Q4 2018Q3 202320
IFP Advisors, Inc 1710.10%0.23%0.63%Q1 2016Q3 202320
Geneos Wealth Management Inc. 20200.00%0.01%0.04%Q4 2018Q3 202320
UBS Group AG 20200.01%0.01%0.02%Q4 2018Q3 202320
Janney Montgomery Scott LLC 20200.01%0.04%0.05%Q4 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.00%0.01%Q4 2018Q3 202320
Cetera Advisors LLC 20200.07%0.10%0.16%Q4 2018Q3 202320
WELLS FARGO & COMPANY/MN 20200.00%0.01%0.02%Q4 2018Q3 202320
COMMONWEALTH EQUITY SERVICES, LLC 20200.01%0.02%0.02%Q4 2018Q3 202320
CREATIVE FINANCIAL DESIGNS INC /ADV 20200.02%0.06%0.15%Q4 2018Q3 202320
Sigma Planning Corp 20200.02%0.05%0.09%Q4 2018Q3 202320
STIFEL FINANCIAL CORP 20200.01%0.01%0.02%Q4 2018Q3 202320
Cetera Advisor Networks LLC 20200.01%0.05%0.09%Q4 2018Q3 202320
RAYMOND JAMES & ASSOCIATES 20200.00%0.01%0.01%Q4 2018Q3 202320
Patriot Financial Group Insurance Agency, LLC 20200.20%0.53%0.92%Q4 2018Q3 202320
Raymond James Financial Services Advisors, Inc. 20200.01%0.04%0.08%Q4 2018Q3 202320
Sunbelt Securities, Inc. 20200.01%0.08%0.18%Q4 2018Q3 202320
Wealthcare Advisory Partners LLC 20200.02%0.11%0.37%Q4 2018Q3 202320
BLAIR WILLIAM & CO/IL 20200.00%0.00%0.01%Q4 2018Q3 202320
Stratos Wealth Partners, LTD. 20200.03%0.07%0.09%Q4 2018Q3 202320
MML INVESTORS SERVICES, LLC 20200.01%0.05%0.07%Q4 2018Q3 202320
LPL Financial LLC 20200.04%0.08%0.12%Q4 2018Q3 202320
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 20200.00%0.02%0.05%Q4 2018Q3 202320
MORGAN STANLEY 20200.00%0.01%0.02%Q4 2018Q3 202320
HighTower Advisors, LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
Cambridge Investment Research Advisors, Inc. 1720.07%0.09%0.14%Q4 2018Q3 202319
Realta Investment Advisors 19190.22%0.39%0.78%Q1 2019Q3 202319
LEVEL FOUR ADVISORY SERVICES, LLC 1450.02%0.05%0.07%Q4 2018Q3 202319
IFG Advisory, LLC 1270.04%0.08%0.12%Q4 2018Q3 202319
RDA Financial Network 19190.15%0.68%0.97%Q1 2019Q3 202319
Belpointe Asset Management LLC 1810.03%0.17%0.58%Q4 2018Q3 202319
Sowell Financial Services LLC 1720.08%0.19%0.53%Q4 2018Q3 202319
BANK OF AMERICA CORP /DE/ 19190.00%0.00%0.01%Q1 2019Q3 202319
B. Riley Wealth Advisors, Inc. 1710.02%0.07%0.34%Q4 2018Q3 202318
WEDBUSH SECURITIES INC 18180.02%0.08%0.12%Q2 2019Q3 202318
Investors Research Corp 18180.00%0.02%0.03%Q2 2019Q3 202318
CENTAURUS FINANCIAL, INC. 18180.02%0.63%2.12%Q2 2019Q3 202318
CWM, LLC 1080.22%0.28%0.42%Q1 2019Q3 202318
Steward Partners Investment Advisory, LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
Advisory Services Network, LLC 18180.00%0.04%0.10%Q2 2019Q3 202318
AE Wealth Management LLC 18180.01%0.06%0.13%Q2 2019Q3 202318
Mirae Asset Global Investments Co., Ltd. 18180.00%0.02%0.08%Q2 2019Q3 202318
Joseph P. Lucia & Associates, LLC 17170.12%0.58%1.60%Q3 2019Q3 202317
Laurel Wealth Advisors, Inc. 17170.07%0.13%0.27%Q4 2018Q4 202217
ERTS Wealth Advisors, LLC 17170.16%0.30%0.51%Q3 2019Q3 202317
Brookstone Capital Management 1340.01%0.23%0.48%Q4 2018Q3 202317
Milestone Advisory Partners 17170.22%1.57%7.76%Q3 2019Q3 202317
Western Wealth Management, LLC 1020.02%0.04%0.07%Q1 2019Q3 202317
GeoWealth Management, LLC 16160.02%0.07%0.25%Q4 2019Q3 202316
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 16160.00%0.00%0.01%Q4 2019Q3 202316
Cedar Brook Financial Partners, LLC 16160.07%0.08%0.12%Q4 2019Q3 202316
Snowden Capital Advisors LLC 880.05%0.08%0.11%Q3 2019Q3 202316
BEAM WEALTH ADVISORS, INC. 16160.63%0.78%1.03%Q4 2019Q3 202316
American Portfolios Advisors 16160.02%0.03%0.05%Q4 2018Q3 202216
Parallax Volatility Advisers, L.P. 530.00%0.00%0.01%Q4 2018Q4 202216
TRUIST FINANCIAL CORP 16160.00%0.01%0.01%Q4 2019Q3 202316
BENJAMIN F. EDWARDS & COMPANY, INC. 16160.00%0.01%0.02%Q4 2019Q3 202316
LINCOLN NATIONAL CORP 840.01%0.02%0.04%Q4 2018Q3 202316
BENJAMIN EDWARDS INC 15150.00%0.50%1.64%Q1 2020Q3 202315
TOWNSQUARE CAPITAL LLC 1230.00%0.03%0.08%Q2 2019Q3 202315
DFPG INVESTMENTS, LLC 640.03%0.34%0.78%Q4 2018Q3 202315
Jacobi Capital Management LLC 1210.02%0.03%0.04%Q4 2018Q3 202315
CVA Family Office, LLC 15150.03%0.33%0.80%Q4 2019Q2 202315
Rockefeller Capital Management L.P. 15150.00%0.01%0.02%Q1 2020Q3 202315
VICUS CAPITAL 15150.04%0.09%0.13%Q1 2020Q3 202315
MERCER GLOBAL ADVISORS INC /ADV 15150.00%0.00%0.01%Q1 2020Q3 202315
OPPENHEIMER & CO INC 15150.02%0.03%0.04%Q1 2020Q3 202315
FMR LLC 1210.00%0.00%0.00%Q1 2019Q3 202315
Castle Rock Wealth Management, LLC 1410.18%0.50%0.93%Q4 2019Q3 202315
Certified Advisory Corp 870.09%0.15%0.24%Q4 2018Q4 202215
OSAIC HOLDINGS, INC. 15150.03%0.05%0.06%Q1 2020Q3 202315
GREAT VALLEY ADVISOR GROUP, INC. 1230.01%0.12%0.37%Q1 2019Q3 202315
Parallel Advisors, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
ENTERPRISE FINANCIAL SERVICES CORP 14140.13%0.22%0.35%Q1 2019Q2 202214
MASSMUTUAL TRUST CO FSB/ADV 14140.00%0.00%0.01%Q3 2020Q4 202314
PNC FINANCIAL SERVICES GROUP, INC. 14140.00%0.00%0.00%Q2 2020Q3 202314
Atlas Private Wealth Advisors 14140.38%1.00%1.87%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 810.05%0.14%0.40%Q4 2019Q3 202314
Weaver Consulting Group 14140.49%0.83%1.07%Q2 2020Q3 202314
SRS Capital Advisors, Inc. 1040.03%0.04%0.05%Q1 2020Q3 202314
NewEdge Advisors, LLC 910.01%0.05%0.11%Q1 2019Q3 202313
CITIGROUP INC 1210.00%0.00%0.00%Q1 2020Q3 202313
AlphaMark Advisors, LLC 13130.02%0.11%0.15%Q3 2020Q3 202313
SG Americas Securities, LLC 940.00%0.02%0.06%Q1 2019Q3 202313
Private Advisor Group, LLC 1110.00%0.04%0.10%Q4 2019Q3 202313
Capital Investment Advisory Services, LLC 13130.15%0.19%0.24%Q3 2020Q3 202313
Cetera Investment Advisers 1210.02%0.06%0.18%Q1 2019Q3 202313
Founders Financial Alliance, LLC 13130.04%0.25%0.42%Q3 2020Q3 202313
Armor Investment Advisors, LLC 13130.03%2.82%4.59%Q3 2020Q3 202313
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.00%Q3 2019Q3 202313
RATIONAL ADVISORS LLC 13130.03%1.92%4.81%Q4 2018Q4 202113
JPMORGAN CHASE & CO 1010.00%0.00%0.00%Q4 2018Q3 202313
STEPHENS INC /AR/ 13130.00%0.02%0.04%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.11%0.40%Q3 2020Q3 202313
Baird Financial Group, Inc. 13130.00%0.01%0.02%Q3 2020Q3 202313
Anchor Investment Management, LLC 12120.00%0.00%0.00%Q1 2021Q4 202312
Carroll Financial Associates, Inc. 12120.00%0.00%0.01%Q1 2019Q4 202112
Mutual Advisors, LLC 750.02%0.06%0.20%Q2 2020Q3 202312
Country Club Trust Company, n.a. 660.21%0.26%0.31%Q4 2018Q4 202112
Accel Wealth Management 12120.02%1.19%1.78%Q4 2020Q3 202312
NEXT Financial Group, Inc 660.01%0.03%0.05%Q4 2018Q4 202112
MACKAY SHIELDS LLC 12120.00%0.01%0.01%Q3 2020Q2 202312
Cavalier Investments, LLC 12120.68%2.20%4.35%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Orion Portfolio Solutions, LLC 1020.01%0.04%0.12%Q1 2020Q3 202312
JANE STREET GROUP, LLC 520.00%0.00%0.00%Q1 2019Q3 202312
Fiduciary Group LLC 11110.03%0.06%0.10%Q1 2021Q3 202311
Kestra Advisory Services, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
KESTRA PRIVATE WEALTH SERVICES, LLC 11110.06%0.11%0.16%Q1 2021Q3 202311
Prospera Financial Services Inc 1010.01%0.06%0.10%Q3 2020Q3 202311
RPG Investment Advisory, LLC 11110.03%0.06%0.08%Q2 2019Q4 202111
SUSQUEHANNA INTERNATIONAL GROUP, LLP 320.00%0.00%0.00%Q4 2018Q3 202311
Tower Research Capital LLC (TRC) 510.00%0.01%0.02%Q4 2019Q3 202311
Clear Creek Financial Management, LLC 1010.06%0.16%0.23%Q4 2020Q3 202311
V Wealth Advisors LLC 11110.04%0.06%0.08%Q4 2020Q2 202311
MONTAG A & ASSOCIATES INC 11110.00%0.00%0.00%Q4 2020Q2 202311
Executive Wealth Management, LLC 740.08%0.21%0.46%Q1 2019Q4 202111
Versant Capital Management, Inc 11110.01%0.01%0.01%Q2 2021Q4 202311
BNP PARIBAS FINANCIAL MARKETS 11110.00%0.01%0.02%Q2 2019Q4 202111
US BANCORP \DE\ 910.00%0.00%0.00%Q1 2019Q3 202311
ATTICUS WEALTH MANAGEMENT, LLC 11110.01%0.03%0.08%Q1 2021Q3 202311
Colonial River Wealth Management, LLC 830.34%0.87%2.00%Q4 2020Q3 202311
GOFEN & GLOSSBERG LLC /IL/ 1010.01%0.06%0.10%Q4 2019Q4 202211
Northstar Advisory Group, LLC 830.16%0.24%0.31%Q4 2020Q3 202311
USCA RIA LLC 11110.03%0.09%0.15%Q4 2018Q2 202111
Prime Capital Investment Advisors, LLC 740.00%0.03%0.08%Q1 2020Q3 202311
FLAGSHIP HARBOR ADVISORS, LLC 11110.06%0.16%0.37%Q1 2021Q3 202311
HAP Trading, LLC 550.00%0.00%0.03%Q1 2022Q1 202310
Edmonds Duncan Registered Investment Advisors, LLC 10100.45%0.55%0.66%Q2 2021Q3 202310
Jaffetilchin Investment Partners, LLC 10100.02%0.05%0.08%Q2 2021Q3 202310
QP WEALTH MANAGEMENT, LLC 10100.28%0.44%0.77%Q2 2021Q3 202310
CAROLINAS WEALTH CONSULTING LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
Ford Financial Group, LLC 10100.14%0.38%0.53%Q3 2020Q4 202210
Tennessee Valley Asset Management Partners 10100.00%0.22%0.46%Q2 2021Q3 202310
Patten Group, Inc. 10100.05%0.10%0.14%Q2 2021Q3 202310
HBW ADVISORY SERVICES LLC 10100.24%0.69%1.03%Q2 2021Q3 202310
Eudaimonia Partners, LLC 550.01%0.07%0.13%Q1 2020Q3 202310
SIGNET FINANCIAL MANAGEMENT, LLC 10100.03%0.04%0.09%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.11%0.21%0.28%Q1 2021Q3 202310
BANK OF MONTREAL /CAN/ 820.00%0.00%0.00%Q1 2021Q3 202310
Syverson Strege & Co 10100.01%0.06%0.14%Q4 2020Q1 202310
Sheaff Brock Investment Advisors, LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
Regal Investment Advisors LLC 10100.09%0.10%0.11%Q2 2021Q3 202310
Spire Wealth Management 990.00%0.01%0.02%Q3 2021Q3 20239
Transamerica Financial Advisors, Inc. 610.00%0.02%0.12%Q4 2018Q3 20239
Capital Market Strategies LLC 990.46%0.65%1.14%Q4 2021Q4 20239
AJ WEALTH STRATEGIES, LLC 720.03%0.13%0.28%Q3 2019Q3 20229
Advisory Alpha, LLC 990.01%0.02%0.03%Q3 2021Q3 20239
WealthPLAN Partners, LLC 720.00%0.04%0.07%Q3 2020Q2 20239
MBA Advisors LLC 990.12%0.16%0.25%Q1 2021Q1 20239
CreativeOne Wealth, LLC 990.01%0.03%0.06%Q3 2021Q3 20239
Foundations Investment Advisors, LLC 990.02%0.02%0.04%Q3 2021Q3 20239
Equitable Holdings, Inc. 990.00%0.03%0.05%Q3 2021Q3 20239
FinTrust Capital Advisors, LLC 990.02%0.02%0.02%Q3 2021Q3 20239
Global Retirement Partners, LLC 720.00%0.02%0.06%Q2 2021Q3 20239
Claraphi Advisory Network, LLC 810.00%0.47%0.85%Q1 2020Q4 20229
Cresset Asset Management, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Avior Wealth Management, LLC 510.00%0.00%0.01%Q4 2019Q3 20239
Financial Advocates Investment Management 990.04%0.07%0.12%Q3 2021Q3 20239
David J Yvars Group 990.15%0.19%0.25%Q3 2021Q3 20239
Winslow, Evans & Crocker, Inc. 990.01%0.01%0.02%Q4 2018Q4 20209
OLD MISSION CAPITAL LLC 810.01%0.12%0.30%Q1 2021Q3 20239
San Luis Wealth Advisors LLC 990.10%0.27%0.63%Q3 2021Q3 20239
Arkadios Wealth Advisors 990.01%0.03%0.05%Q4 2019Q4 20219
Visionary Wealth Advisors 810.02%0.03%0.03%Q2 2021Q3 20239
Highlander Capital Management, LLC 540.00%0.04%0.08%Q4 2020Q3 20239
RAYMOND JAMES TRUST N.A. 990.01%0.01%0.01%Q3 2021Q3 20239
Kovack Advisors, Inc. 990.04%0.09%0.13%Q3 2021Q3 20239
Blue Chip Partners, LLC 880.04%0.46%1.35%Q4 2021Q3 20238
IHT Wealth Management, LLC 710.02%0.04%0.09%Q2 2021Q3 20238
AMERIPRISE FINANCIAL INC 880.00%0.01%0.01%Q4 2021Q3 20238
COOK WEALTH MANAGEMENT GROUP LLC 8811.66%31.39%39.99%Q4 2021Q3 20238
NewSquare Capital LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.03%0.10%0.23%Q4 2021Q3 20238
TCI Wealth Advisors, Inc. 880.00%0.01%0.05%Q2 2021Q1 20238
DEUTSCHE BANK AG\ 510.00%0.00%0.00%Q4 2019Q3 20228
Archer Investment Corp 880.01%0.01%0.01%Q4 2021Q3 20238
Diversified, LLC 880.14%0.65%1.46%Q4 2020Q3 20228
Hennion & Walsh Asset Management, Inc. 530.01%0.07%0.12%Q2 2021Q3 20238
MATRIX PRIVATE CAPITAL GROUP LLC 880.03%0.06%0.30%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.01%0.03%Q4 2021Q3 20238
Bensler, LLC 880.04%0.05%0.08%Q4 2021Q3 20238
Keystone Financial Group 620.05%0.09%0.12%Q3 2021Q3 20238
Arete Wealth Advisors, LLC 880.02%0.20%0.34%Q3 2021Q2 20238
Dynamic Advisor Solutions LLC 710.07%0.25%0.88%Q1 2020Q3 20238
TRANSCEND CAPITAL ADVISORS, LLC 880.02%0.05%0.06%Q4 2021Q3 20238
First Allied Advisory Services, Inc. 880.02%0.05%0.09%Q4 2018Q3 20208
Alterity Financial Group, LLC 610.83%1.08%1.38%Q1 2021Q3 20238
Kingsview Wealth Management, LLC 510.02%0.07%0.13%Q1 2020Q3 20238
Navis Wealth Advisors, LLC 880.41%0.49%0.54%Q4 2020Q3 20228
WEALTH EFFECTS LLC 880.59%0.81%1.04%Q4 2021Q3 20238
Bartlett & Co. LLC 880.00%0.00%0.00%Q1 2022Q4 20238
Relative Value Partners Group, LLC 880.08%0.16%0.23%Q1 2021Q4 20228
Mariner, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Future Financial Wealth Managment LLC 880.12%0.26%0.34%Q4 2021Q3 20238
Moors & Cabot, Inc. 880.02%0.03%0.04%Q4 2021Q3 20238
FARMERS & MERCHANTS INVESTMENTS INC 880.00%0.00%0.00%Q4 2021Q3 20238
Trexquant Investment LP 510.01%0.03%0.09%Q1 2020Q3 20238
Fluent Financial, LLC 880.16%0.20%0.25%Q4 2021Q3 20238
Simplicity Solutions, LLC 710.01%0.03%0.05%Q2 2019Q1 20238
KCM INVESTMENT ADVISORS LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Legacy Capital Wealth Partners, LLC 620.50%1.29%3.63%Q4 2020Q4 20228
Collaborative Wealth Managment Inc. 610.29%0.50%0.79%Q1 2021Q3 20238
COLONY GROUP LLC 710.00%0.00%0.01%Q3 2021Q3 20238
Ameritas Investment Company, LLC 620.01%0.04%0.10%Q4 2018Q3 20218
Truadvice, LLC 420.14%2.03%7.37%Q3 2020Q3 20238
MAS Advisors LLC 881.46%1.98%2.49%Q4 2021Q3 20238
CIBC Private Wealth Group, LLC 710.00%0.00%0.01%Q1 2020Q1 20228
NATIONAL BANK OF CANADA /FI/ 770.00%0.00%0.01%Q1 2022Q3 20237
MJP ASSOCIATES INC /ADV 770.47%0.65%0.83%Q1 2022Q3 20237
Flaharty Asset Management, LLC 770.04%0.27%0.40%Q1 2022Q3 20237
Brinker Capital Investments, LLC 770.03%0.06%0.09%Q2 2021Q4 20227
TWO SIGMA SECURITIES, LLC 310.00%0.02%0.07%Q4 2018Q3 20237
TD Waterhouse Canada Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
WESTWOOD HOLDINGS GROUP INC 770.10%0.18%0.32%Q1 2022Q3 20237
VERUS CAPITAL PARTNERS, LLC 770.05%0.12%0.16%Q1 2022Q3 20237
Concord Wealth Partners 430.00%0.01%0.01%Q4 2021Q3 20237
Aptus Capital Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
OPTIMUM INVESTMENT ADVISORS 770.00%0.00%0.00%Q2 2022Q4 20237
RETIREMENT GUYS FORMULA LLC 770.17%0.36%0.96%Q1 2022Q3 20237
Xcel Wealth Management, LLC 770.06%0.24%0.30%Q4 2021Q2 20237
Legacy Wealth Partners, Inc. 770.19%0.22%0.26%Q4 2019Q2 20217
RFG Advisory, LLC 770.01%0.04%0.14%Q1 2022Q3 20237
Asset Management Resources, LLC 770.27%0.32%0.40%Q1 2022Q3 20237
Bryn Mawr Capital Management, LLC 770.04%0.14%0.25%Q1 2022Q3 20237
Thrive Capital Management, LLC 770.34%1.95%2.98%Q1 2022Q3 20237
Lindbrook Capital, LLC 770.00%0.03%0.04%Q1 2022Q3 20237
D.A. DAVIDSON & CO. 770.00%0.00%0.01%Q1 2022Q3 20237
Mathes Company, Inc. 520.09%0.09%0.10%Q4 2021Q3 20237
SIMPLEX TRADING, LLC 430.00%0.00%0.00%Q1 2021Q3 20237
Ahrens Investment Partners LLC 510.01%0.09%0.23%Q4 2018Q1 20237
PSI Advisors, LLC 770.00%0.67%2.06%Q1 2022Q3 20237
EMC Capital Management 770.00%0.02%0.13%Q4 2021Q2 20237
Sanford Advisory Services, LLC 770.06%0.11%0.14%Q2 2021Q4 20227
TSFG, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
Gemmer Asset Management LLC 770.00%0.00%0.00%Q3 2020Q1 20227
Renaissance Technologies 610.00%0.00%0.01%Q3 2020Q2 20237
Good Life Advisors, LLC 430.03%0.05%0.07%Q3 2020Q1 20237
Redwood Financial Network Corp 773.03%3.28%3.50%Q1 2022Q3 20237
Covenant Asset Management, LLC 770.04%0.06%0.07%Q4 2021Q2 20237
Rehmann Capital Advisory Group 520.01%0.02%0.03%Q1 2019Q1 20227
Qube Research & Technologies Ltd 610.00%0.02%0.14%Q2 2021Q1 20237
Aurora Private Wealth, Inc. 770.08%0.21%0.44%Q1 2022Q3 20237
Legacy Wealth Planning, LLC 770.26%0.32%0.37%Q1 2021Q3 20227
Wealthfront Advisers LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Baker Avenue Asset Management, LP 770.02%0.04%0.10%Q1 2022Q3 20237
Adero Partners, LLC 770.03%0.05%0.07%Q1 2022Q3 20237
FormulaFolio Investments, LLC 770.00%0.15%0.28%Q4 2019Q2 20217
Csenge Advisory Group 520.02%0.04%0.09%Q1 2020Q2 20227
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.04%Q4 2020Q4 20227
Financial Enhancement Group LLC 770.12%0.16%0.21%Q1 2019Q3 20207
COUNTRY CLUB BANK /GFN 770.05%0.11%0.23%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.07%0.08%0.11%Q1 2022Q3 20237
GOLDMAN SACHS GROUP INC 770.00%0.00%0.00%Q1 2020Q3 20217
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Biltmore Family Office, LLC 660.00%0.00%0.01%Q2 2021Q3 20226
HRT FINANCIAL LP 510.00%0.01%0.03%Q3 2021Q3 20236
Ellis Investment Partners, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
Miracle Mile Advisors, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.01%Q2 2021Q3 20236
ADVISORS MANAGEMENT GROUP INC /ADV 660.17%0.18%0.20%Q2 2022Q3 20236
Horan Securities, Inc. 330.03%0.04%0.06%Q4 2021Q2 20236
TRUSTCORE FINANCIAL SERVICES, LLC 510.00%0.00%0.00%Q2 2021Q4 20226
PRIVATE TRUST CO NA 660.08%0.09%0.12%Q2 2022Q3 20236
SYM FINANCIAL Corp 660.10%0.18%0.25%Q4 2018Q1 20206
THRIVENT FINANCIAL FOR LUTHERANS 420.00%0.00%0.00%Q1 2022Q3 20236
B. Riley Wealth Management, Inc. 660.00%0.04%0.06%Q1 2021Q2 20226
&PARTNERS 660.09%0.10%0.12%Q2 2022Q3 20236
WealthShield Partners, LLC 310.00%0.01%0.04%Q1 2021Q3 20236
Larson Financial Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Bruderman Asset Management, LLC 510.12%0.14%0.16%Q1 2020Q3 20216
CREDIT SUISSE AG/ 660.00%0.00%0.00%Q1 2022Q2 20236
SIGNATUREFD, LLC 310.00%0.01%0.02%Q2 2019Q3 20236
Destiny Wealth Partners, LLC 310.00%0.00%0.01%Q4 2020Q4 20226
WCG Wealth Advisors LLC 660.04%0.09%0.12%Q2 2022Q3 20236
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 660.06%0.15%0.26%Q2 2022Q3 20236
Capital CS Group, LLC 420.18%0.22%0.33%Q1 2021Q1 20236
Bramshill Investments, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Bard Financial Services, Inc. 660.04%0.07%0.11%Q1 2022Q2 20236
Private Advisory Group LLC 510.06%0.09%0.20%Q2 2019Q2 20236
Summit Trail Advisors, LLC 420.01%0.01%0.02%Q3 2021Q2 20236
Beacon Pointe Advisors, LLC 660.00%0.01%0.03%Q2 2022Q3 20236
55I, LLC 660.02%0.06%0.15%Q1 2021Q2 20226
BTS Asset Management, Inc. 660.07%0.85%3.00%Q2 2021Q3 20226
Johnson Midwest Financial, LLC 660.00%0.00%0.01%Q2 2021Q3 20226
Apollon Wealth Management, LLC 420.02%0.06%0.10%Q4 2021Q3 20236
FIRST MANHATTAN CO. LLC. 660.00%0.00%0.00%Q2 2021Q3 20226
SOA Wealth Advisors, LLC. 660.00%0.00%0.00%Q3 2021Q4 20226
Chicago Partners Investment Group LLC 510.01%0.02%0.03%Q2 2021Q1 20236
CIBC WORLD MARKET INC. 660.00%0.00%0.00%Q2 2021Q3 20226
XML Financial, LLC 660.05%0.07%0.08%Q2 2022Q3 20236
Meridian Wealth Management, LLC 660.03%0.10%0.16%Q2 2022Q3 20236
Advisors Asset Management, Inc. 660.00%0.00%0.00%Q4 2018Q1 20206
Advisor Group, Inc. 550.05%0.06%0.06%Q4 2018Q4 20195
MARINER INDEPENDENT ADVISOR NETWORK, LLC 550.03%0.07%0.09%Q3 2021Q3 20225
WASHINGTON TRUST Co 550.00%0.00%0.01%Q3 2020Q3 20215
AXXCESS WEALTH MANAGEMENT, LLC 210.01%0.02%0.04%Q4 2021Q3 20235
Hamilton Wealth, LLC 310.11%0.48%1.85%Q1 2022Q3 20235
Atria Investments, Inc 550.03%0.05%0.06%Q4 2018Q4 20195
Trinity Legacy Partners, LLC 550.20%0.32%0.42%Q2 2021Q2 20225
Strategic Asset Management, LLC 550.08%0.09%0.10%Q3 2021Q3 20225
GPS Wealth Strategies Group, LLC 320.00%0.00%0.01%Q1 2022Q2 20235
MONTCHANIN ASSET MANAGEMENT, LLC 552.90%3.08%3.32%Q2 2022Q2 20235
Blue Trust, Inc. 410.00%0.00%0.00%Q2 2022Q3 20235
PATTEN & PATTEN INC/TN 550.02%0.02%0.03%Q2 2021Q2 20225
ELCO Management Co., LLC 550.23%0.32%0.42%Q3 2022Q3 20235
CAMBRIDGE TRUST CO 550.00%0.00%0.00%Q1 2022Q1 20235
Endowment Wealth Management, Inc. 550.24%0.38%0.45%Q4 2021Q4 20225
Financial Services Advisory Inc 550.15%0.27%0.42%Q2 2020Q2 20215
Eagle Strategies LLC 410.12%0.18%0.26%Q2 2022Q3 20235
OGOREK ANTHONY JOSEPH /NY/ /ADV 550.00%0.00%0.00%Q3 2022Q3 20235
FourThought Financial, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
LADENBURG THALMANN FINANCIAL SERVICES INC. 550.03%0.03%0.04%Q4 2018Q4 20195
Busey Bank 550.02%0.03%0.03%Q3 2019Q3 20205
DUNCKER STREETT & CO INC 550.00%0.00%0.00%Q2 2022Q2 20235
Tranquility Partners, LLC 550.10%0.13%0.15%Q3 2021Q3 20225
Allworth Financial LP 320.00%0.00%0.00%Q2 2022Q3 20235
Castleview Partners, LLC 410.00%0.04%0.16%Q2 2021Q2 20235
REGIONS FINANCIAL CORP 550.01%0.01%0.01%Q1 2020Q1 20215
AVANTAX ADVISORY SERVICES, INC. 550.00%0.01%0.02%Q3 2022Q3 20235
Harborview Advisors, LLC 410.12%0.14%0.16%Q4 2019Q3 20215
U.S. Capital Wealth Advisors, LLC 550.03%0.07%0.08%Q3 2021Q3 20225
McAdam, LLC 320.02%0.03%0.03%Q2 2022Q3 20235
Bison Wealth, LLC 550.02%0.03%0.03%Q2 2021Q2 20225
Signature Wealth Management Partners, LLC 410.00%0.00%0.00%Q2 2022Q3 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 310.00%0.01%0.06%Q4 2020Q2 20234
Koshinski Asset Management, Inc. 440.00%0.04%0.06%Q2 2021Q1 20224
Princeton Global Asset Management LLC 440.01%0.01%0.02%Q2 2021Q1 20224
Richard P Slaughter Associates Inc 440.60%1.13%1.70%Q1 2023Q4 20234
Capital Advisory Group Advisory Services, LLC 310.02%0.02%0.02%Q1 2021Q1 20224
Leucadia National 440.03%0.04%0.04%Q4 2022Q3 20234
HF Advisory Group, LLC 441.72%1.82%1.90%Q4 2022Q3 20234
PINNACLE FINANCIAL PARTNERS INC 440.01%0.06%0.10%Q4 2022Q3 20234
Wealthspire Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Register Financial Advisors LLC 440.02%0.16%0.55%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Capital Advisors Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CoreCap Advisors, LLC 310.00%0.05%0.08%Q4 2021Q4 20224
CHANNEL WEALTH LLC 440.36%0.55%0.81%Q1 2023Q4 20234
Mayflower Financial Advisors, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.17%0.20%0.22%Q4 2020Q3 20214
Core Wealth Advisors, Inc. 440.06%0.08%0.10%Q1 2021Q4 20214
MILESTONE ASSET MANAGEMENT, LLC 440.17%0.22%0.25%Q4 2022Q3 20234
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 441.47%2.00%2.35%Q4 2019Q3 20204
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.01%Q2 2022Q3 20234
WealthPlan Investment Management, LLC 210.00%0.03%0.05%Q1 2022Q2 20234
F3Logic, LLC 440.03%0.04%0.05%Q2 2021Q1 20224
Sound Income Strategies, LLC 310.00%0.00%0.00%Q2 2022Q3 20234
BARCLAYS PLC 440.00%0.00%0.00%Q3 2021Q2 20224
Key FInancial Inc 440.00%0.00%0.00%Q1 2022Q4 20224
SageView Advisory Group, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
RBA Wealth Management, LLC 110.01%0.02%0.03%Q1 2019Q4 20224
Curtis Advisory Group, LLC 440.07%0.07%0.08%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
GODSEY & GIBB, INC 310.00%0.00%0.00%Q3 2022Q3 20234
Claro Advisors LLC 440.06%0.08%0.09%Q4 2022Q3 20234
Private Ocean, LLC 310.00%0.00%0.00%Q1 2022Q1 20234
Gradient Investments LLC 210.00%0.00%0.00%Q2 2019Q1 20234
Ameritas Investment Partners, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
McGlone Suttner Wealth Management, Inc. 440.05%0.06%0.07%Q4 2022Q3 20234
Ironsides Asset Advisors, LLC 440.06%0.07%0.09%Q1 2021Q4 20214
Alberta Investment Management Corp 440.05%0.09%0.14%Q1 2021Q4 20214
COWA, LLC 310.01%0.13%0.23%Q3 2021Q3 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Lokken Investment Group LLC 440.83%0.88%0.94%Q4 2022Q3 20234
BB&T SECURITIES, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
American Financial Network Advisory Services LLC 440.85%1.43%1.67%Q4 2018Q3 20194
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 441.00%1.90%2.83%Q4 2022Q3 20234
Apella Capital, LLC 440.04%0.04%0.05%Q2 2021Q1 20224
CHELSEA COUNSEL CO 440.11%0.12%0.12%Q4 2022Q3 20234
Stratos Wealth Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Hanlon Investment Management, Inc. 440.42%0.62%0.78%Q1 2019Q4 20194
Herold Advisors, Inc. 440.10%0.16%0.20%Q3 2021Q2 20224
Cottage Street Advisors LLC 220.03%0.05%0.07%Q1 2019Q1 20204
HUNTINGTON NATIONAL BANK 440.00%0.00%0.00%Q2 2022Q1 20234
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.00%0.00%0.00%Q4 2022Q3 20234
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.01%0.01%0.01%Q4 2022Q3 20234
Nachman Norwood & Parrott, Inc 440.00%0.00%0.01%Q2 2020Q1 20214
SeaCrest Wealth Management, LLC 210.00%0.01%0.03%Q4 2018Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.01%Q4 2022Q3 20234
UNIQUE WEALTH, LLC 442.92%3.06%3.19%Q4 2022Q3 20234
Mendota Financial Group, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Berger Financial Group, Inc 440.03%0.03%0.04%Q2 2021Q1 20224
VAN DEN BERG MANAGEMENT I, INC 440.00%0.00%0.01%Q4 2022Q3 20234
Strategic Financial Concepts, LLC 330.21%0.24%0.27%Q1 2023Q3 20233
Columbus Macro, LLC 330.10%0.27%0.38%Q4 2019Q2 20203
Asset Allocation Strategies LLC 210.08%0.13%0.18%Q4 2022Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Advisor OS, LLC 330.15%0.29%0.37%Q1 2023Q3 20233
Crescent Grove Advisors, LLC 330.02%0.04%0.05%Q1 2023Q3 20233
Darwin Wealth Management, LLC 210.04%0.05%0.06%Q1 2020Q4 20203
NOVARE CAPITAL MANAGEMENT LLC 330.04%0.04%0.04%Q1 2022Q3 20223
TCG Advisory Services, LLC 330.09%0.31%0.57%Q1 2023Q3 20233
Intrua Financial, LLC 330.04%0.04%0.04%Q3 2021Q1 20223
Merit Financial Group, LLC 330.01%0.01%0.02%Q2 2022Q4 20223
CANTOR FITZGERALD, L. P. 330.01%0.01%0.01%Q3 2022Q1 20233
Bank of New York Mellon Corp 210.00%0.00%0.00%Q1 2022Q3 20233
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 210.15%0.18%0.20%Q3 2021Q1 20233
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.03%0.04%0.04%Q1 2023Q3 20233
SWMG, LLC 330.28%0.31%0.33%Q3 2022Q1 20233
WFA of San Diego, LLC 110.01%0.05%0.07%Q4 2021Q4 20223
Wagner Wealth Management, LLC 330.11%0.13%0.15%Q2 2021Q4 20213
Institute for Wealth Management, LLC. 330.53%0.54%0.55%Q1 2023Q3 20233
Redhawk Wealth Advisors, Inc. 210.65%0.73%0.86%Q3 2019Q4 20213
HOWARD FINANCIAL SERVICES, LTD. 330.09%0.11%0.13%Q1 2022Q3 20223
EVEXIA WEALTH LLC 330.15%0.20%0.30%Q1 2023Q3 20233
Premia Global Advisors, LLC 330.10%1.32%1.94%Q1 2019Q3 20193
Empire Financial Management Company, LLC 330.20%0.20%0.20%Q1 2023Q3 20233
CENTRAL TRUST Co 330.00%0.00%0.00%Q1 2023Q3 20233
Jefferies Group LLC 330.02%0.03%0.04%Q1 2022Q3 20223
Coppell Advisory Solutions LLC 210.01%0.01%0.01%Q4 2022Q3 20233
AlphaStar Capital Management, LLC 210.02%0.02%0.02%Q2 2022Q3 20233
Flagship Private Wealth, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
Advisor Resource Council 110.06%0.06%0.07%Q2 2021Q2 20223
First Capital Advisors Group, LLC. 210.01%0.06%0.13%Q3 2022Q2 20233
Balboa Wealth Partners 330.07%0.09%0.09%Q3 2022Q1 20233
MCDONALD PARTNERS LLC 330.11%0.11%0.11%Q1 2023Q3 20233
True Link Financial Advisors, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Retirement Planning Group, LLC 330.02%0.02%0.02%Q1 2022Q3 20223
PFG Investments, LLC 330.21%0.22%0.23%Q1 2023Q3 20233
Integrated Wealth Concepts LLC 330.01%0.01%0.02%Q1 2023Q3 20233
StoneX Group Inc. 330.03%0.04%0.05%Q1 2023Q3 20233
Front Row Advisors LLC 330.08%0.10%0.12%Q1 2023Q3 20233
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.01%Q1 2023Q3 20233
Prosperity Wealth Management, Inc. 330.31%0.53%0.85%Q4 2022Q2 20233
Johnson Financial Group, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
AlphaCore Capital LLC 330.02%0.03%0.04%Q1 2023Q3 20233
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 330.01%0.01%0.01%Q1 2023Q3 20233
SOUNDMARK WEALTH MANAGEMENT, LLC 330.00%0.00%0.01%Q1 2021Q3 20213
Atomi Financial Group, Inc. 330.34%0.43%0.49%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.02%0.02%0.02%Q3 2022Q3 20233
Opal Wealth Advisors, LLC 330.10%0.29%0.39%Q2 2022Q4 20223
WEALTHSOURCE PARTNERS, LLC 330.10%0.24%0.33%Q2 2019Q4 20193
Golden State Wealth Management, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Parcion Private Wealth LLC 220.11%0.11%0.12%Q4 2019Q1 20202
Fermata Advisors, LLC 220.08%0.08%0.08%Q4 2021Q1 20222
DAVENPORT & Co LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FIRST COMMUNITY TRUST NA 220.01%0.01%0.01%Q2 2023Q3 20232
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q3 2021Q4 20212
Vertex Planning Partners, LLC 220.06%0.10%0.13%Q2 2023Q3 20232
Raleigh Capital Management Inc. 220.00%0.01%0.01%Q2 2023Q3 20232
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 220.15%2.28%4.40%Q2 2023Q3 20232
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
KING LUTHER CAPITAL MANAGEMENT CORP 220.00%0.00%0.00%Q4 2021Q1 20222
Strategies Wealth Advisors, LLC 110.23%0.26%0.29%Q2 2022Q4 20222
ROMAN BUTLER FULLERTON & CO 220.10%0.12%0.14%Q2 2023Q3 20232
Avidian Wealth Solutions, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Y-Intercept (Hong Kong) Ltd 110.04%0.05%0.06%Q3 2022Q1 20232
MGO ONE SEVEN LLC 220.02%0.02%0.02%Q2 2023Q3 20232
HOEY INVESTMENTS, INC 220.01%0.01%0.02%Q4 2019Q1 20202
FIRST FOUNDATION ADVISORS 110.01%0.01%0.01%Q2 2021Q2 20232
Clearview Wealth Advisors LLC 220.23%0.26%0.28%Q3 2021Q4 20212
Worth Asset Management, LLC 220.10%0.11%0.12%Q1 2023Q2 20232
HHM Wealth Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Smith Anglin Financial, LLC 220.04%0.07%0.10%Q4 2022Q1 20232
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q3 2022Q4 20222
TFC Financial Management, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Smart Portfolios, LLC 220.60%0.62%0.63%Q2 2023Q3 20232
Triumph Capital Management 110.22%0.54%0.85%Q1 2023Q3 20232
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q2 2022Q3 20232
Bell Rock Capital LLC 220.10%0.11%0.11%Q4 2018Q1 20192
Caption Management, LLC 110.08%0.09%0.09%Q4 2021Q4 20212
ASHFORD CAPITAL MANAGEMENT INC 220.18%0.28%0.38%Q2 2022Q3 20222
Your Advocates Ltd., LLP 220.00%0.00%0.00%Q2 2020Q3 20202
Hurlow Wealth Management Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Baystate Wealth Management LLC 220.00%0.00%0.00%Q2 2021Q3 20212
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20222
tru Independence LLC 110.00%0.00%0.01%Q4 2019Q2 20202
Onyx Bridge Wealth Group LLC 220.11%0.11%0.12%Q2 2023Q3 20232
SALEM INVESTMENT COUNSELORS INC 220.00%0.00%0.00%Q2 2023Q3 20232
TLWM 220.00%0.00%0.01%Q2 2023Q3 20232
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2022Q1 20232
Perennial Investment Advisors, LLC 220.19%0.19%0.20%Q1 2023Q2 20232
CAPITAL PERFORMANCE ADVISORS LLP 220.22%0.22%0.22%Q4 2021Q1 20222
Vectors Research Management, LLC 110.00%0.01%0.02%Q2 2021Q4 20212
Atlantic Union Bankshares Corp 220.07%0.08%0.08%Q2 2022Q3 20222
CHASE INVESTMENT COUNSEL CORP 220.35%0.43%0.51%Q2 2023Q3 20232
Semus Wealth Partners LLC 220.16%0.18%0.20%Q2 2023Q3 20232
Venturi Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Lido Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Gratus Capital, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
All Season Financial Advisors, Inc. 220.29%0.32%0.34%Q2 2022Q3 20222
JD Financial Services Inc. 220.23%0.25%0.27%Q3 2021Q4 20212
Navalign, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.47%0.69%0.92%Q4 2021Q1 20222
Beacon Capital Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Kaizen Financial Strategies 220.16%0.18%0.21%Q2 2023Q3 20232
INSIGNEO ADVISORY SERVICES, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
DCM Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Plan Group Financial, LLC 220.15%0.17%0.18%Q2 2023Q3 20232
Financial Gravity Asset Management, Inc. 220.00%0.01%0.01%Q2 2023Q3 20232
PATHSTONE FAMILY OFFICE, LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Simplicity Wealth,LLC 110.12%0.12%0.12%Q3 2023Q3 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.31%0.31%0.31%Q3 2023Q3 20231
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
WealthOne, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SYNOVUS FINANCIAL CORP 110.01%0.01%0.01%Q1 2020Q1 20201
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SkyView Investment Advisors, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Urban Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Accurate Wealth Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.52%0.52%0.52%Q1 2023Q1 20231
ATLAS CAPITAL ADVISORS LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Column Capital Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Focused Wealth Management, Inc 110.02%0.02%0.02%Q4 2019Q4 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
C2C Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Total Clarity Wealth Management, Inc. 110.16%0.16%0.16%Q2 2022Q2 20221
NEXT Financial Holdings 110.04%0.04%0.04%Q1 2019Q1 20191
Pinnacle Bancorp, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
EPG Wealth Management LLC 110.01%0.01%0.01%Q3 2022Q3 20221
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Y.D. More Investments Ltd 110.01%0.01%0.01%Q4 2022Q4 20221
Tuttle Capital Management, LLC 110.08%0.08%0.08%Q3 2019Q3 20191
OUTFITTER FINANCIAL LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Manchester Capital Management LLC 110.02%0.02%0.02%Q1 2020Q1 20201
OLD MISSION CAPITAL, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
Verdence Capital Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
HBC Financial Services, PLLC 110.02%0.02%0.02%Q1 2023Q1 20231
SHELTON CAPITAL MANAGEMENT 110.02%0.02%0.02%Q4 2018Q4 20181
SevenBridge Financial Group, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Advisors LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q4 2022Q4 20221
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Retirement Group, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Acorn Wealth Advisors, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
KLK CAPITAL MANAGEMENT LLC 112.96%2.96%2.96%Q2 2021Q2 20211
FSB PREMIER WEALTH MANAGEMENT, INC. 110.03%0.03%0.03%Q4 2021Q4 20211
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
PRW Wealth Management LLC 110.07%0.07%0.07%Q2 2021Q2 20211
SCOTIA CAPITAL INC. 110.01%0.01%0.01%Q4 2021Q4 20211
VIVID FINANCIAL MANAGEMENT, INC. 110.17%0.17%0.17%Q4 2020Q4 20201
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Gainplan LLC 110.01%0.01%0.01%Q4 2022Q4 20221
FREEDOM WEALTH ALLIANCE, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Pasadena Private Wealth, LLC 110.30%0.30%0.30%Q2 2022Q2 20221
Sage Mountain Advisors LLC 110.02%0.02%0.02%Q2 2022Q2 20221
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Burns Matteson Capital Management, LLC 110.25%0.25%0.25%Q3 2021Q3 20211
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Prism Advisors, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Activest Wealth Management 110.01%0.01%0.01%Q4 2022Q4 20221
Noven Financial Group, Inc. 110.18%0.18%0.18%Q1 2020Q1 20201
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
ARQ WEALTH ADVISORS, LLC 110.71%0.71%0.71%Q3 2023Q3 20231
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q1 2021Q1 20211
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Farther Finance Advisors, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Crewe Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
OneDigital Investment Advisors LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Industrial Alliance Investment Management Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Moloney Securities Asset Management, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
3EDGE Asset Management, LP 110.05%0.05%0.05%Q3 2021Q3 20211
Fulcrum Equity Management 110.01%0.01%0.01%Q3 2019Q3 20191
Financial Architects, Inc 110.00%0.00%0.00%Q2 2020Q2 20201
Oxler Private Wealth LLC 110.03%0.03%0.03%Q3 2022Q3 20221
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Birchcreek Wealth Management, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
CNB Bank 110.01%0.01%0.01%Q3 2022Q3 20221
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Caerus Investment Advisors, LLC 111.42%1.42%1.42%Q3 2023Q3 20231
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
ELEVATUS WELATH MANAGEMENT 110.13%0.13%0.13%Q2 2023Q2 20231
Jupiter Wealth Management LLC 110.68%0.68%0.68%Q3 2023Q3 20231
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q4 2023Q4 20231
TORONTO DOMINION BANK 110.00%0.00%0.00%Q3 2022Q3 20221
TriaGen Wealth Management LLC 110.13%0.13%0.13%Q1 2022Q1 20221
Garden State Investment Advisory Services LLC 110.22%0.22%0.22%Q3 2023Q3 20231
O'Dell Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Strategic Advocates LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Lifeworks Advisors, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Valeo Financial Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
MKD WEALTH COACHES, LLC 110.30%0.30%0.30%Q4 2021Q4 20211
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
External links

This page lists all the filers that currently own GLOBAL X FDS or have owned GLOBAL X FDS in the past.