Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
UBS Group AG | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
AdvisorNet Financial, Inc | 23 | 23 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Stratos Wealth Partners, LTD. | 21 | 1 | 0.01% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 22 |
Charles Schwab Investment Advisory, Inc. | 22 | 22 | 0.07% | 0.13% | 0.42% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Ironsides Asset Advisors, LLC | 20 | 20 | 0.20% | 0.81% | 2.43% | Q4 2017 | Q3 2022 | 20 |
LPL Financial LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Columbus Macro, LLC | 20 | 20 | 0.10% | 1.90% | 3.76% | Q4 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 14 | 6 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q3 2023 | 20 |
RATIONAL ADVISORS LLC | 19 | 19 | 0.23% | 2.43% | 4.88% | Q1 2019 | Q3 2023 | 19 |
Lido Advisors, LLC | 19 | 19 | 0.14% | 0.28% | 0.39% | Q1 2019 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
BNP PARIBAS FINANCIAL MARKETS | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.21% | 0.36% | Q4 2018 | Q3 2023 | 19 |
Mutual Advisors, LLC | 18 | 18 | 0.04% | 0.08% | 0.19% | Q2 2019 | Q3 2023 | 18 |
Cambridge Investment Research Advisors, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Financial Architects, Inc | 14 | 4 | 0.02% | 0.40% | 0.82% | Q4 2018 | Q2 2023 | 18 |
Texas Yale Capital Corp. | 18 | 18 | 0.04% | 0.21% | 0.32% | Q2 2019 | Q3 2023 | 18 |
FLC Capital Advisors | 17 | 17 | 0.06% | 0.22% | 0.48% | Q2 2019 | Q2 2023 | 17 |
GeoWealth Management, LLC | 17 | 17 | 0.02% | 0.06% | 0.19% | Q3 2019 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
CreativeOne Wealth, LLC | 17 | 17 | 0.06% | 0.12% | 0.18% | Q3 2019 | Q3 2023 | 17 |
ASSETMARK, INC | 17 | 17 | 0.07% | 0.12% | 0.20% | Q3 2019 | Q3 2023 | 17 |
Gradient Investments LLC | 16 | 16 | 0.00% | 0.27% | 1.17% | Q2 2019 | Q1 2023 | 16 |
NAPLES GLOBAL ADVISORS, LLC | 15 | 1 | 0.07% | 0.38% | 0.46% | Q3 2019 | Q3 2023 | 16 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
DUNCKER STREETT & CO INC | 16 | 16 | 0.05% | 0.39% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 16 | 16 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Fortis Capital Management LLC | 16 | 16 | 0.88% | 1.84% | 3.40% | Q4 2019 | Q3 2023 | 16 |
Trinity Legacy Partners, LLC | 16 | 16 | 1.64% | 3.16% | 4.28% | Q4 2019 | Q3 2023 | 16 |
Morningstar Investment Management LLC | 16 | 16 | 0.63% | 1.09% | 1.70% | Q2 2019 | Q1 2023 | 16 |
Global Retirement Partners, LLC | 9 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 16 | 16 | 0.02% | 0.07% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Advisory Services Network, LLC | 5 | 2 | 0.00% | 0.01% | 0.08% | Q1 2019 | Q3 2023 | 15 |
ATLAS CAPITAL ADVISORS LLC | 15 | 15 | 0.02% | 0.22% | 0.71% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CITIGROUP INC | 8 | 2 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 15 |
Gs Investments, Inc. | 15 | 15 | 0.00% | 0.86% | 2.76% | Q1 2020 | Q3 2023 | 15 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Sowell Financial Services LLC | 10 | 5 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 15 |
MML INVESTORS SERVICES, LLC | 12 | 3 | 0.01% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Princeton Global Asset Management LLC | 14 | 14 | 0.03% | 0.27% | 0.48% | Q1 2019 | Q2 2022 | 14 |
Cetera Advisor Networks LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
RHS Financial, LLC | 14 | 14 | 0.45% | 1.43% | 2.45% | Q4 2018 | Q1 2022 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Jacobsen Capital Management | 14 | 14 | 0.18% | 0.34% | 0.72% | Q2 2020 | Q3 2023 | 14 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.02% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 14 |
RAYMOND JAMES & ASSOCIATES | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
FDx Advisors, Inc. | 7 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2023 | 14 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 13 |
SEI INVESTMENTS CO | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.01% | 0.12% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Foresight Wealth Management, LLC | 13 | 13 | 0.08% | 1.78% | 4.18% | Q4 2019 | Q4 2022 | 13 |
Firestone Capital Management | 13 | 13 | 0.01% | 0.16% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Carroll Financial Associates, Inc. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 13 |
RVW Wealth, LLC | 13 | 13 | 0.08% | 0.17% | 0.36% | Q4 2020 | Q4 2023 | 13 |
Private Advisor Group, LLC | 12 | 1 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 13 |
Realta Investment Advisors | 13 | 13 | 0.08% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Iron Horse Wealth Management, LLC | 12 | 12 | 3.22% | 3.86% | 4.40% | Q4 2020 | Q3 2023 | 12 |
Future Financial Wealth Managment LLC | 12 | 12 | 0.38% | 0.85% | 1.28% | Q4 2020 | Q3 2023 | 12 |
Tiller Private Wealth, Inc. | 12 | 12 | 3.66% | 10.69% | 19.23% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.03% | 0.62% | 0.87% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.15% | 0.38% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Prairiewood Capital, LLC | 12 | 12 | 0.72% | 2.27% | 3.03% | Q4 2020 | Q3 2023 | 12 |
Raymond James Financial Services Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Equitable Holdings, Inc. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Baird Financial Group, Inc. | 9 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 12 |
Advisors Capital Management, LLC | 12 | 12 | 0.02% | 0.15% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Acorn Wealth Advisors, LLC | 12 | 12 | 0.34% | 0.42% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 2.66% | 4.11% | 5.60% | Q4 2020 | Q3 2023 | 12 |
Full Sail Capital, LLC | 12 | 12 | 0.23% | 0.76% | 1.25% | Q4 2020 | Q3 2023 | 12 |
STABLEFORD CAPITAL II LLC | 12 | 12 | 0.12% | 2.32% | 4.04% | Q1 2020 | Q4 2022 | 12 |
Unison Advisors LLC | 12 | 12 | 0.07% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Castle Rock Wealth Management, LLC | 11 | 11 | 0.24% | 0.67% | 1.54% | Q2 2020 | Q4 2022 | 11 |
Steward Partners Investment Advisory, LLC | 8 | 3 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Sound Income Strategies, LLC | 11 | 11 | 0.05% | 0.33% | 0.45% | Q1 2021 | Q3 2023 | 11 |
CENTAURUS FINANCIAL, INC. | 11 | 11 | 0.02% | 0.12% | 0.35% | Q1 2021 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.36% | 0.98% | 1.65% | Q4 2020 | Q2 2023 | 11 |
Stratos Wealth Advisors, LLC | 11 | 11 | 0.07% | 0.24% | 0.46% | Q2 2020 | Q4 2022 | 11 |
Arkadios Wealth Advisors | 10 | 1 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Ratio Wealth Group | 9 | 2 | 4.88% | 6.82% | 8.75% | Q4 2020 | Q3 2023 | 11 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
PLIMOTH TRUST CO LLC | 11 | 11 | 0.50% | 0.72% | 0.86% | Q1 2021 | Q3 2023 | 11 |
FUKOKU MUTUAL LIFE INSURANCE Co | 11 | 11 | 1.39% | 1.67% | 1.93% | Q1 2021 | Q3 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.84% | 1.35% | 2.48% | Q1 2021 | Q3 2023 | 11 |
Retirement Group, LLC | 11 | 11 | 0.01% | 0.19% | 0.75% | Q1 2021 | Q3 2023 | 11 |
Oxinas Partners Wealth Management LLC | 11 | 11 | 0.27% | 1.77% | 5.58% | Q1 2021 | Q3 2023 | 11 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 9 | 2 | 0.41% | 0.88% | 1.55% | Q4 2018 | Q3 2022 | 11 |
Nelson Capital Management, LLC | 11 | 11 | 0.14% | 0.23% | 0.33% | Q1 2021 | Q3 2023 | 11 |
CONNING INC. | 10 | 10 | 0.36% | 0.48% | 0.59% | Q2 2021 | Q3 2023 | 10 |
ROOSEVELT INVESTMENT GROUP LLC | 10 | 10 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q3 2022 | 10 |
Janney Montgomery Scott LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q1 2023 | 10 |
SeaCrest Wealth Management, LLC | 10 | 10 | 0.03% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
First Horizon Advisors, Inc. | 6 | 4 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 10 |
CSM Advisors, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
1900 WEALTH MANAGEMENT LLC | 10 | 10 | 0.02% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
PRUDENTIAL FINANCIAL INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Activest Wealth Management | 9 | 1 | 0.05% | 0.51% | 1.49% | Q1 2021 | Q3 2023 | 10 |
WEBSTER BANK, N. A. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 10 |
Capital Investment Advisory Services, LLC | 9 | 1 | 0.00% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 10 |
Foundations Investment Advisors, LLC | 9 | 1 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q1 2023 | 10 |
COLONY GROUP LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Kestra Advisory Services, LLC | 6 | 3 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 9 |
SCOTIA CAPITAL INC. | 9 | 9 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 9 |
STEPHENS INC /AR/ | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2022 | 9 |
AlphaMark Advisors, LLC | 9 | 9 | 0.00% | 0.07% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Parallel Advisors, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
AMERIPRISE FINANCIAL INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Laidlaw Wealth Management LLC | 9 | 9 | 0.07% | 0.15% | 0.23% | Q2 2021 | Q2 2023 | 9 |
HighTower Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Madrona Financial Services, LLC | 9 | 9 | 0.17% | 0.21% | 0.24% | Q3 2021 | Q3 2023 | 9 |
SHEETS SMITH WEALTH MANAGEMENT | 8 | 1 | 0.00% | 0.22% | 0.30% | Q1 2021 | Q3 2023 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.00% | 0.30% | 0.59% | Q4 2020 | Q4 2022 | 9 |
Mariner, LLC | 9 | 9 | 0.03% | 0.06% | 0.14% | Q3 2021 | Q3 2023 | 9 |
American Portfolios Advisors | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
Brookstone Capital Management | 9 | 9 | 0.02% | 0.43% | 1.30% | Q2 2021 | Q2 2023 | 9 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 9 |
J.W. COLE ADVISORS, INC. | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 9 |
First Allied Advisory Services, Inc. | 8 | 8 | 0.19% | 0.43% | 0.71% | Q4 2018 | Q3 2020 | 8 |
Allworth Financial LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Atria Investments, Inc | 8 | 8 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q4 2022 | 8 |
Levy Wealth Management Group, LLC | 8 | 8 | 0.10% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Joseph P. Lucia & Associates, LLC | 4 | 2 | 0.02% | 0.06% | 0.11% | Q1 2020 | Q2 2022 | 8 |
Hochman Cole Investment Advisors, Inc. | 8 | 8 | 2.11% | 3.89% | 5.64% | Q4 2019 | Q3 2021 | 8 |
NBT BANK N A /NY | 8 | 8 | 0.02% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Derbend Asset Management | 8 | 8 | 0.14% | 0.36% | 0.92% | Q4 2021 | Q3 2023 | 8 |
New Millennium Group LLC | 8 | 8 | 2.51% | 4.88% | 6.77% | Q4 2021 | Q3 2023 | 8 |
Kohmann Bosshard Financial Services, LLC | 8 | 8 | 2.55% | 2.87% | 3.13% | Q4 2021 | Q3 2023 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 1.82% | 2.00% | 2.22% | Q4 2021 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 4 | 2 | 0.00% | 0.04% | 0.24% | Q4 2019 | Q3 2023 | 8 |
Strategic Wealth Investment Group, LLC | 6 | 1 | 0.05% | 0.14% | 0.25% | Q4 2019 | Q1 2022 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 2.10% | 2.67% | 3.38% | Q1 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Antonetti Capital Management LLC | 8 | 8 | 0.12% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Kistler-Tiffany Companies, LLC | 8 | 8 | 0.04% | 0.57% | 0.88% | Q3 2021 | Q2 2023 | 8 |
Alaethes Wealth LLC | 8 | 8 | 1.85% | 2.35% | 2.74% | Q1 2021 | Q4 2022 | 8 |
AHL INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.34% | 3.79% | 5.92% | Q4 2021 | Q3 2023 | 8 |
Prostatis Group LLC | 7 | 1 | 0.06% | 0.30% | 0.46% | Q3 2020 | Q2 2023 | 8 |
WT Wealth Management | 8 | 8 | 0.33% | 0.67% | 1.46% | Q3 2020 | Q2 2022 | 8 |
Hennion & Walsh Asset Management, Inc. | 5 | 3 | 0.54% | 0.64% | 0.81% | Q1 2021 | Q3 2023 | 8 |
Investors Research Corp | 7 | 1 | 0.02% | 0.26% | 0.39% | Q2 2019 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Sterling Investment Advisors, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
CAPTRUST FINANCIAL ADVISORS | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 7 | 0.01% | 1.22% | 4.37% | Q1 2022 | Q3 2023 | 7 |
FourThought Financial, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
ADVISORS MANAGEMENT GROUP INC /ADV | 4 | 3 | 0.35% | 1.96% | 4.22% | Q1 2021 | Q3 2023 | 7 |
Creative Planning | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.03% | 0.04% | 0.09% | Q1 2021 | Q3 2022 | 7 |
FormulaFolio Investments, LLC | 7 | 7 | 0.06% | 0.72% | 1.37% | Q4 2019 | Q2 2021 | 7 |
STIFEL FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Ascent Group, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 7 |
Legacy Wealth Partners, Inc. | 7 | 7 | 0.18% | 0.27% | 0.38% | Q4 2019 | Q2 2021 | 7 |
Weaver Consulting Group | 5 | 2 | 0.02% | 0.11% | 0.18% | Q2 2020 | Q2 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2022 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.16% | 0.28% | 0.39% | Q1 2022 | Q3 2023 | 7 |
RBA Wealth Management, LLC | 7 | 7 | 0.12% | 0.17% | 0.24% | Q4 2021 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.02% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 7 |
BURNEY CO/ | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
APPLETON PARTNERS INC/MA | 7 | 7 | 0.12% | 0.25% | 0.32% | Q2 2022 | Q4 2023 | 7 |
Focused Wealth Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Fermata Advisors, LLC | 6 | 1 | 0.20% | 1.09% | 1.75% | Q1 2021 | Q1 2023 | 7 |
Advisors Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TORONTO DOMINION BANK | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Marquette Asset Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2020 | 6 |
WHITTIER TRUST CO OF NEVADA INC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
WealthBridge Capital Management, LLC | 6 | 6 | 0.11% | 0.19% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Procyon Advisors, LLC | 6 | 6 | 0.09% | 0.15% | 0.25% | Q1 2021 | Q2 2022 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 6 |
HBW ADVISORY SERVICES LLC | 5 | 1 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q1 2023 | 6 |
Keystone Financial Group | 4 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 6 |
Orion Capital Management LLC | 6 | 6 | 0.09% | 1.23% | 1.60% | Q4 2020 | Q1 2022 | 6 |
Stonebridge Capital Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CENTRAL TRUST Co | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
GFS Advisors, LLC | 6 | 6 | 0.05% | 0.10% | 0.15% | Q2 2021 | Q3 2022 | 6 |
Triumph Capital Management | 6 | 6 | 0.17% | 0.26% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Alpha Cubed Investments, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Silver Lake Advisory, LLC | 6 | 6 | 0.79% | 0.82% | 0.86% | Q2 2021 | Q3 2022 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Advisor Group, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 6 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 6 | 0.03% | 0.07% | 0.08% | Q3 2021 | Q4 2022 | 6 |
Barry Investment Advisors, LLC | 6 | 6 | 0.08% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
FRANKLIN RESOURCES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.03% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 6 |
Prestige Wealth Management Group LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FIFTH THIRD SECURITIES, INC. | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
SP Asset Management | 5 | 5 | 0.11% | 0.12% | 0.13% | Q3 2021 | Q3 2022 | 5 |
Simplicity Solutions, LLC | 5 | 5 | 0.09% | 0.14% | 0.20% | Q4 2019 | Q4 2020 | 5 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 5 |
US BANCORP \DE\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Ausdal Financial Partners, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2020 | 5 |
BOYS ARNOLD & CO INC | 5 | 5 | 0.04% | 0.14% | 0.21% | Q1 2019 | Q1 2020 | 5 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
Eagle Strategies LLC | 4 | 1 | 0.13% | 0.21% | 0.33% | Q2 2022 | Q3 2023 | 5 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Charles Schwab Trust Co | 5 | 5 | 0.13% | 0.69% | 1.47% | Q3 2019 | Q3 2020 | 5 |
Golden Green, Inc. | 3 | 2 | 0.66% | 0.77% | 1.03% | Q4 2020 | Q3 2023 | 5 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 1 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q4 2022 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
BANK OF MONTREAL /CAN/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 5 |
TrueWealth Advisors, LLC | 5 | 5 | 0.40% | 0.51% | 0.58% | Q3 2022 | Q3 2023 | 5 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Gerber Kawasaki Wealth & Investment Management | 5 | 5 | 0.16% | 0.21% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Coastline Trust Co | 5 | 5 | 0.10% | 0.30% | 0.46% | Q3 2021 | Q3 2022 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Fieldpoint Private Securities, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
TRUIST FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Biltmore Capital Advisors LLC | 5 | 5 | 1.01% | 1.18% | 1.54% | Q4 2020 | Q4 2021 | 5 |
Orgel Wealth Management, LLC | 5 | 5 | 2.97% | 4.04% | 6.07% | Q3 2022 | Q3 2023 | 5 |
HUNTINGTON NATIONAL BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
DEUTSCHE BANK AG\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.10% | 0.19% | 0.30% | Q1 2022 | Q1 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
David Kennon Inc | 5 | 5 | 1.30% | 2.50% | 3.36% | Q3 2022 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 4 | 4 | 0.10% | 1.28% | 2.42% | Q1 2021 | Q4 2021 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
OXFORD FINANCIAL GROUP, LTD. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Claro Advisors LLC | 4 | 4 | 0.06% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.03% | 1.65% | 2.40% | Q1 2023 | Q4 2023 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.00% | 0.09% | 0.28% | Q1 2020 | Q4 2020 | 4 |
Advisory Resource Group | 4 | 4 | 2.17% | 2.35% | 2.44% | Q2 2021 | Q1 2022 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.04% | 0.20% | 0.52% | Q4 2022 | Q3 2023 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Glovista Investments LLC | 3 | 1 | 0.78% | 1.46% | 1.86% | Q4 2020 | Q4 2021 | 4 |
Essex Financial Services, Inc. | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Bison Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Founders Financial Alliance, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Wealth Advisory Solutions, LLC | 4 | 4 | 0.62% | 0.93% | 1.38% | Q4 2019 | Q3 2020 | 4 |
Roger Wittlin Investment Advisory, LLC | 4 | 4 | 0.33% | 0.69% | 0.88% | Q4 2022 | Q3 2023 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 0.27% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Flaharty Asset Management, LLC | 4 | 4 | 5.71% | 5.78% | 5.92% | Q4 2022 | Q3 2023 | 4 |
NATIONAL BANK OF CANADA /FI/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.27% | 0.29% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Lokken Investment Group LLC | 4 | 4 | 0.50% | 0.53% | 0.56% | Q2 2021 | Q1 2022 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Prosperity Wealth Management, Inc. | 4 | 4 | 0.33% | 0.37% | 0.42% | Q4 2022 | Q3 2023 | 4 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 4 | 4 | 0.22% | 0.95% | 2.43% | Q4 2021 | Q3 2022 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
TAGStone Capital, Inc. | 4 | 4 | 0.31% | 0.33% | 0.36% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.15% | 0.21% | 0.24% | Q1 2023 | Q4 2023 | 4 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.31% | 0.32% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Sigma Planning Corp | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Colonial River Wealth Management, LLC | 3 | 1 | 0.14% | 0.37% | 0.61% | Q2 2021 | Q2 2022 | 4 |
VAN DEN BERG MANAGEMENT I, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Johnson Financial Group, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.29% | 0.41% | 0.56% | Q4 2022 | Q3 2023 | 4 |
KCS Wealth Advisory | 4 | 4 | 0.11% | 0.12% | 0.12% | Q2 2021 | Q1 2022 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.24% | 0.25% | 0.26% | Q2 2019 | Q1 2020 | 4 |
CULLEN/FROST BANKERS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Gateway Advisory, LLC | 3 | 3 | 0.04% | 0.08% | 0.13% | Q4 2021 | Q2 2022 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Annapolis Financial Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Essex LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Truadvice, LLC | 2 | 1 | 0.13% | 0.19% | 0.25% | Q3 2020 | Q3 2023 | 3 |
Blue Edge Capital, LLC | 2 | 1 | 0.76% | 0.80% | 0.88% | Q4 2022 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 3 |
AlphaCore Capital LLC | 2 | 1 | 0.12% | 0.47% | 0.67% | Q1 2020 | Q3 2023 | 3 |
Tranquility Partners, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q3 2021 | Q1 2022 | 3 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
State of Wisconsin - Board of Commissioners of Public Lands | 3 | 3 | 5.88% | 6.03% | 6.12% | Q1 2023 | Q3 2023 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
Titus Wealth Management | 3 | 3 | 0.11% | 0.15% | 0.19% | Q2 2021 | Q4 2021 | 3 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Econ Financial Services Corp | 3 | 3 | 0.40% | 2.44% | 6.48% | Q4 2021 | Q2 2022 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.02% | 0.08% | 0.11% | Q1 2022 | Q4 2022 | 3 |
Bluefin Trading, LLC | 2 | 1 | 0.04% | 0.10% | 0.17% | Q4 2018 | Q4 2019 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 1.64% | 2.65% | 3.88% | Q4 2020 | Q2 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 3 | 0.84% | 1.46% | 2.69% | Q3 2021 | Q1 2022 | 3 |
FIFTH THIRD BANCORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Daiwa Securities Group Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
MAI Capital Management | 3 | 3 | 0.16% | 0.19% | 0.23% | Q4 2021 | Q2 2022 | 3 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.04% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 3 |
Pensionmark Financial Group, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Glacier Peak Capital LLC | 3 | 3 | 0.22% | 0.55% | 1.01% | Q1 2019 | Q3 2019 | 3 |
Trek Financial, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 3 |
Solstein Capital, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 3 | 3 | 3.99% | 4.30% | 4.80% | Q1 2020 | Q3 2020 | 3 |
Stonebridge Financial Planning Group, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Wealthfront Advisers LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
STRINGER ASSET MANAGEMENT, LLC | 3 | 3 | 1.63% | 1.66% | 1.69% | Q2 2020 | Q4 2020 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.10% | 0.14% | 0.22% | Q1 2023 | Q3 2023 | 3 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Redwood Investment Management, LLC | 2 | 2 | 0.96% | 1.69% | 2.42% | Q1 2019 | Q2 2019 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Breakwater Capital Group | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
L & S Advisors Inc | 1 | 1 | 0.05% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 2 |
Grace Capital | 2 | 2 | 0.15% | 0.16% | 0.18% | Q3 2021 | Q4 2021 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q4 2019 | 2 |
Rosenberg Matthew Hamilton | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Dorsey & Whitney Trust CO LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2021 | Q3 2021 | 2 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
CABANA LLC | 2 | 2 | 1.24% | 3.99% | 6.75% | Q3 2021 | Q4 2021 | 2 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Gratus Capital, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Arden Trust Co | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2023 | Q4 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q4 2022 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
KARLINSKI ANDREW C | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 2 |
Treynor Bancshares, Inc. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Crabel Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 2 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q1 2023 | 2 |
KWB Wealth | 2 | 2 | 1.40% | 1.40% | 1.40% | Q2 2023 | Q3 2023 | 2 |
StrategIQ Financial Group, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Financial Partners Group, Inc | 2 | 2 | 0.63% | 0.69% | 0.75% | Q3 2019 | Q4 2019 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
JBJ Investment Partners, LLC | 2 | 2 | 5.48% | 5.78% | 6.08% | Q1 2020 | Q2 2020 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 2 |
MCF Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 2 |
Capital Advisors, Ltd. LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2018 | Q1 2019 | 2 |
Balboa Wealth Partners | 1 | 1 | 0.10% | 0.15% | 0.20% | Q1 2023 | Q3 2023 | 2 |
WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Madison Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
American Investment Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2019 | Q4 2019 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bridgecreek Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Sageworth Trust Co | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
SP Asset Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
USAdvisors Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2019 | Q4 2019 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 2.74% | 2.74% | 2.74% | Q4 2021 | Q4 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Family Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Long Run Wealth Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
COHEN & STEERS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
55I, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Management, LLC | 1 | 1 | 3.83% | 3.83% | 3.83% | Q4 2021 | Q4 2021 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
G&S Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
MOTCO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Q3 Asset Management | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2023 | Q1 2023 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SWS Partners | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | 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.