GLOBAL X FDS shareholder history

Current and past GLOBAL X FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1520.00%0.00%0.00%Q1 2017Q3 202341
Citadel Advisors 1110.00%0.00%0.00%Q4 2018Q3 202337
UBS Group AG 23230.00%0.01%0.02%Q1 2018Q3 202331
Capital Advisors, Ltd. LLC 27270.01%0.05%0.12%Q1 2017Q3 202327
BANK OF AMERICA CORP /DE/ 27270.00%0.02%0.06%Q1 2017Q3 202327
ROYAL BANK OF CANADA 26260.00%0.00%0.01%Q2 2017Q3 202326
LPL Financial LLC 2410.00%0.04%0.13%Q2 2017Q3 202325
Cutler Group LLC / CA 10100.00%0.00%0.02%Q2 2021Q3 202325
JANE STREET GROUP, LLC 910.00%0.00%0.00%Q2 2017Q2 202325
RAYMOND JAMES & ASSOCIATES 20200.00%0.01%0.04%Q4 2018Q3 202325
MORGAN STANLEY 25250.00%0.01%0.03%Q3 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.03%0.08%Q4 2017Q3 202324
BENJAMIN F. EDWARDS & COMPANY, INC. 23230.00%0.03%0.13%Q1 2018Q3 202323
STIFEL FINANCIAL CORP 1480.00%0.01%0.02%Q1 2018Q3 202322
PRUDENTIAL PLC 22220.01%0.04%0.14%Q2 2018Q3 202322
Wealthcare Advisory Partners LLC 11110.00%0.02%0.03%Q3 2017Q3 202322
Sound Income Strategies, LLC 12100.00%0.00%0.01%Q1 2018Q3 202322
CX Institutional 22220.01%0.08%0.20%Q2 2018Q3 202322
MEITAV INVESTMENT HOUSE LTD 1380.01%0.15%0.85%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.24%Q3 2018Q3 202321
WELLS FARGO & COMPANY/MN 1610.00%0.01%0.02%Q2 2018Q3 202319
ENVESTNET ASSET MANAGEMENT INC 1450.00%0.01%0.02%Q4 2018Q3 202319
RiverFront Investment Group, LLC 1450.01%0.74%1.69%Q4 2018Q3 202319
AMERIPRISE FINANCIAL INC 1270.00%0.00%0.01%Q3 2018Q3 202319
Janney Montgomery Scott LLC 1450.01%0.02%0.05%Q4 2018Q3 202319
Raymond James Financial Services Advisors, Inc. 19190.00%0.05%0.11%Q1 2019Q3 202319
IFP Advisors, Inc 1710.00%0.02%0.04%Q2 2018Q3 202318
Steward Partners Investment Advisory, LLC 18180.00%0.06%0.15%Q2 2019Q3 202318
CITIGROUP INC 1710.00%0.00%0.00%Q4 2018Q3 202318
CWM, LLC 1080.02%0.05%0.12%Q1 2019Q3 202318
Stratos Wealth Partners, LTD. 1610.00%0.10%0.30%Q1 2018Q3 202318
SIGNATUREFD, LLC 1430.00%0.00%0.00%Q2 2019Q3 202317
Geneos Wealth Management Inc. 1250.00%0.03%0.08%Q1 2018Q3 202317
HighTower Advisors, LLC 12120.00%0.01%0.04%Q4 2020Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.09%0.24%0.34%Q4 2019Q3 202316
American Portfolios Advisors 16160.00%0.04%0.14%Q4 2018Q3 202216
Koshinski Asset Management, Inc. 1410.04%0.09%0.15%Q4 2019Q3 202315
Walleye Trading LLC 410.00%0.00%0.00%Q3 2021Q3 202315
Cambridge Investment Research Advisors, Inc. 1050.00%0.03%0.07%Q4 2019Q3 202315
Hudock, Inc. 1050.00%0.01%0.02%Q4 2018Q3 202215
EVOKE WEALTH, LLC 15150.01%0.49%1.11%Q1 2020Q3 202315
MML INVESTORS SERVICES, LLC 1230.00%0.05%0.08%Q4 2018Q3 202315
Mariner, LLC 15150.00%0.09%0.15%Q1 2020Q3 202315
TRUIST FINANCIAL CORP 1410.00%0.01%0.01%Q4 2019Q3 202315
FMR LLC 1410.00%0.00%0.00%Q3 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.03%0.05%Q1 2020Q3 202315
Cornerstone Wealth Management, LLC 1020.02%0.05%0.08%Q2 2018Q3 202315
GOLDMAN SACHS GROUP INC 15150.00%0.00%0.01%Q1 2020Q3 202315
JPMORGAN CHASE & CO 14140.00%0.01%0.02%Q2 2020Q3 202314
Private Advisor Group, LLC 14140.00%0.09%0.17%Q2 2020Q3 202314
TRUSTCORE FINANCIAL SERVICES, LLC 950.00%0.00%0.01%Q4 2018Q2 202214
Lido Advisors, LLC 10100.00%0.02%0.08%Q2 2021Q3 202314
Strategic Advisors LLC 14140.20%0.30%0.43%Q2 2020Q3 202314
WEDBUSH SECURITIES INC 1130.02%0.04%0.08%Q1 2018Q3 202314
Mirae Asset Global Investments Co., Ltd. 1010.00%0.02%0.13%Q2 2018Q3 202313
Evolution Wealth Advisors, LLC 13132.39%4.50%5.42%Q3 2020Q3 202313
D'Orazio & Associates, Inc. 13130.00%0.00%0.00%Q1 2018Q1 202113
Founders Financial Alliance, LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
BLAIR WILLIAM & CO/IL 13130.00%0.04%0.05%Q3 2020Q3 202313
NOMURA ASSET MANAGEMENT CO LTD 13130.00%0.02%0.05%Q3 2020Q3 202313
Equitable Holdings, Inc. 13130.01%0.05%0.09%Q3 2020Q3 202313
Pinnacle Advisory Group, Inc. 13130.07%1.38%2.43%Q1 2018Q1 202113
Avidian Wealth Solutions, LLC 1210.02%0.03%0.04%Q4 2019Q3 202313
Newbridge Financial Services Group, Inc. 12120.01%0.01%0.02%Q4 2020Q3 202312
CIBC WORLD MARKET INC. 12120.00%0.01%0.02%Q4 2020Q3 202312
Clarus Group, Inc. 12124.70%5.23%6.36%Q4 2020Q3 202312
BANK HAPOALIM BM 12120.14%0.85%2.10%Q4 2020Q3 202312
Advisors Capital Management, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
NTV ASSET MANAGEMENT LLC 12120.43%0.53%0.66%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.04%0.05%Q4 2020Q3 202312
Transamerica Financial Advisors, Inc. 610.00%0.14%0.28%Q1 2018Q3 202312
Systelligence, LLC 12120.41%1.38%1.82%Q1 2021Q4 202312
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12120.00%0.03%0.04%Q4 2020Q3 202312
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 12120.00%0.01%0.09%Q4 2020Q3 202312
COOKSON PEIRCE & CO INC 12120.03%0.04%0.06%Q4 2020Q3 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.02%0.03%0.07%Q4 2020Q3 202312
CULLEN/FROST BANKERS, INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
PARK AVENUE SECURITIES LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
HARBOR INVESTMENT ADVISORY, LLC 12120.00%0.05%0.07%Q4 2020Q3 202312
Laurel Wealth Advisors LLC 12120.20%0.29%0.34%Q4 2020Q3 202312
Cetera Advisors LLC 1110.00%0.14%0.24%Q1 2019Q3 202312
MAI Capital Management 12120.11%0.21%0.47%Q4 2020Q3 202312
J.P. Morgan Private Wealth Advisors LLC 12120.00%0.03%0.06%Q4 2020Q3 202312
SUMITOMO MITSUI FINANCIAL GROUP, INC. 12120.01%0.07%0.16%Q4 2020Q3 202312
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q4 2020Q3 202312
Frisch Financial Group, Inc. 12121.75%2.04%2.67%Q4 2020Q3 202312
Sigma Planning Corp 12120.01%0.06%0.15%Q4 2020Q3 202312
Capital Investment Advisory Services, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Financial Advocates Investment Management 12120.21%0.28%0.43%Q4 2020Q3 202312
Kestra Advisory Services, LLC 12120.02%0.06%0.12%Q4 2020Q3 202312
Ausdal Financial Partners, Inc. 12120.05%0.20%0.28%Q4 2020Q3 202312
MARINER INDEPENDENT ADVISOR NETWORK, LLC 620.02%0.04%0.07%Q1 2018Q3 202212
Cetera Advisor Networks LLC 1110.01%0.07%0.10%Q2 2020Q3 202312
Paragon Wealth Strategies, LLC 660.12%3.66%6.24%Q4 2020Q4 202312
CreativeOne Wealth, LLC 12120.07%0.15%0.22%Q4 2020Q3 202312
DAVENPORT & Co LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
PNC FINANCIAL SERVICES GROUP, INC. 12120.00%0.02%0.04%Q4 2020Q3 202312
Rockefeller Capital Management L.P. 12120.00%0.03%0.05%Q4 2020Q3 202312
MGO ONE SEVEN LLC 1110.01%0.03%0.05%Q4 2018Q3 202312
IHT Wealth Management, LLC 11110.18%0.33%0.60%Q1 2021Q3 202311
MFA WEALTH ADVISORS, LLC 11113.08%3.61%4.35%Q1 2021Q3 202311
Clear Creek Financial Management, LLC 1010.10%0.14%0.18%Q4 2020Q3 202311
MONTAG A & ASSOCIATES INC 11110.00%0.08%0.39%Q1 2021Q3 202311
US BANCORP \DE\ 11110.00%0.00%0.00%Q1 2021Q3 202311
Hexagon Capital Partners LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Sowell Financial Services LLC 830.00%0.09%0.18%Q3 2018Q2 202111
Spire Wealth Management 11110.02%0.09%0.18%Q1 2021Q3 202311
Cetera Investment Advisers 11110.02%0.04%0.06%Q1 2021Q3 202311
Concord Wealth Partners 740.00%0.01%0.04%Q4 2020Q3 202311
RAYMOND JAMES TRUST N.A. 11110.01%0.02%0.02%Q1 2021Q3 202311
PEDDOCK CAPITAL ADVISORS, LLC 11110.57%0.70%0.87%Q1 2021Q3 202311
Retirement Group, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Harel Insurance Investments & Financial Services Ltd. 920.00%2.52%5.30%Q3 2020Q3 202311
Ellis Investment Partners, LLC 11110.00%0.10%0.17%Q1 2021Q3 202311
CENTAURUS FINANCIAL, INC. 11110.03%0.06%0.15%Q1 2021Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.01%0.03%Q1 2021Q3 202311
Ancora Advisors LLC 11110.00%0.03%0.04%Q1 2021Q3 202311
AVANTAX ADVISORY SERVICES, INC. 11110.01%0.01%0.01%Q1 2021Q3 202311
WHITTIER TRUST CO OF NEVADA INC 11110.00%0.00%0.01%Q1 2021Q3 202311
Lindbrook Capital, LLC 11110.00%0.02%0.03%Q1 2021Q3 202311
Vestmark Advisory Solutions, Inc. 920.02%0.09%0.50%Q2 2020Q3 202311
NVWM, LLC 11110.21%0.46%0.81%Q1 2021Q3 202311
DUMONT & BLAKE INVESTMENT ADVISORS LLC 11110.23%0.28%0.33%Q1 2021Q3 202311
CREATIVE FINANCIAL DESIGNS INC /ADV 11110.01%0.01%0.02%Q1 2021Q3 202311
WBH ADVISORY INC 830.04%0.14%0.35%Q4 2020Q3 202311
Avondale Wealth Management 11110.35%0.56%0.78%Q1 2021Q3 202311
American Institute for Advanced Investment Management, LLP 11110.78%1.08%1.30%Q1 2021Q3 202311
Caprock Group, LLC 11110.03%0.05%0.07%Q1 2021Q3 202311
Meridian Wealth Management, LLC 11110.04%0.15%0.21%Q1 2021Q3 202311
GREAT VALLEY ADVISOR GROUP, INC. 11110.12%0.64%1.06%Q1 2021Q3 202311
WHITTIER TRUST CO 11110.01%0.01%0.01%Q1 2021Q3 202311
LADENBURG THALMANN FINANCIAL SERVICES INC. 11110.00%0.00%0.00%Q2 2017Q4 201911
Insight Advisors, LLC/ PA 11110.13%0.17%0.23%Q1 2021Q3 202311
Stratos Wealth Advisors, LLC 11110.14%0.18%0.25%Q1 2021Q3 202311
OPPENHEIMER & CO INC 11110.01%0.02%0.05%Q1 2021Q3 202311
Riggs Asset Managment Co. Inc. 11112.65%3.68%4.80%Q1 2021Q3 202311
Accel Wealth Management 11110.01%0.22%0.32%Q1 2021Q3 202311
Advisory Services Network, LLC 11110.01%0.01%0.03%Q1 2021Q3 202311
Acorn Wealth Advisors, LLC 11110.21%0.57%1.18%Q1 2021Q3 202311
SG Americas Securities, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
SUMMIT FINANCIAL GROUP, INC. 11110.17%0.35%0.53%Q1 2021Q3 202311
CAROLINAS WEALTH CONSULTING LLC 1010.00%0.01%0.01%Q3 2020Q2 202311
ARS Investment Partners, LLC 11110.13%0.19%0.26%Q1 2021Q3 202311
Kingsview Wealth Management, LLC 650.02%0.05%0.12%Q4 2020Q3 202311
Baird Financial Group, Inc. 11110.00%0.01%0.01%Q1 2021Q3 202311
Perigon Wealth Management, LLC 1010.01%0.02%0.03%Q3 2011Q3 202311
Powell Investment Advisors, LLC 11111.13%1.57%1.91%Q1 2021Q3 202311
New England Private Wealth Advisors LLC 11110.22%1.06%1.34%Q1 2021Q3 202311
Gladstone Institutional Advisory LLC 11110.02%0.13%0.48%Q1 2021Q3 202311
OGOREK ANTHONY JOSEPH /NY/ /ADV 11111.23%1.69%2.82%Q1 2021Q3 202311
Csenge Advisory Group 11110.04%0.09%0.18%Q1 2021Q3 202311
WOLVERINE TRADING, LLC 440.00%0.00%0.00%Q1 2021Q4 202111
DB Wealth Management Group, LLC 11110.07%0.73%1.34%Q1 2021Q3 202311
FIRST MANHATTAN CO. LLC. 11110.00%0.00%0.00%Q1 2021Q3 202311
Fort Point Capital Partners LLC 11110.10%0.16%0.20%Q1 2021Q3 202311
COLONY GROUP LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Front Row Advisors LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
B. Riley Wealth Advisors, Inc. 11110.02%0.12%0.16%Q1 2021Q3 202311
M&R CAPITAL MANAGEMENT INC 10100.00%0.00%0.00%Q3 2021Q4 202310
Ameraudi Asset Management, Inc. 10102.31%3.14%3.94%Q2 2021Q3 202310
Vestcor Inc 10100.02%0.21%0.90%Q2 2021Q3 202310
WEALTH ADVISORS, INC. 990.02%0.23%0.38%Q3 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.06%0.10%Q1 2021Q3 202310
VALLEY NATIONAL ADVISERS INC 10100.02%0.10%0.16%Q2 2021Q3 202310
ADVISORS MANAGEMENT GROUP INC /ADV 10100.08%0.12%0.14%Q2 2021Q3 202310
SEAVIEW INVESTMENT MANAGERS LLC 10100.28%0.64%1.08%Q2 2021Q3 202310
Edge Capital Group, LLC 10100.01%1.16%2.95%Q1 2021Q2 202310
Conservest Capital Advisors, Inc. 10100.03%0.04%0.04%Q2 2021Q3 202310
Global Retirement Partners, LLC 730.00%0.01%0.01%Q1 2021Q3 202310
PFG Advisors 10100.03%0.06%0.12%Q2 2021Q3 202310
Western Wealth Management, LLC 820.10%0.13%0.19%Q1 2021Q3 202310
Providence First Trust Co 10100.40%0.45%0.51%Q2 2021Q3 202310
HSBC HOLDINGS PLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Gerber Kawasaki Wealth & Investment Management 10100.08%0.29%0.44%Q2 2021Q3 202310
Clear Perspectives Financial Planning, LLC 10100.01%0.04%0.05%Q4 2020Q1 202310
GPS Wealth Strategies Group, LLC 10100.06%0.09%0.12%Q2 2021Q3 202310
Joel Isaacson & Co., LLC 10100.02%0.06%0.07%Q2 2021Q3 202310
GLENMEDE TRUST CO NA 10100.00%0.00%0.00%Q2 2021Q3 202310
Laidlaw Wealth Management LLC 10100.11%0.13%0.18%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.06%0.09%0.13%Q2 2021Q3 202310
Destiny Wealth Partners, LLC 910.03%0.78%2.14%Q4 2020Q3 202310
INTERACTIVE FINANCIAL ADVISORS, INC. 10100.01%0.20%0.35%Q2 2021Q3 202310
STEPHENS INC /AR/ 10100.00%0.03%0.09%Q2 2021Q3 202310
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 10100.06%0.27%0.61%Q2 2021Q3 202310
Jackson, Grant Investment Advisers, Inc. 10100.00%0.02%0.02%Q2 2021Q3 202310
Claro Advisors LLC 10100.12%0.15%0.18%Q2 2021Q3 202310
Carmichael Hill & Associates, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
D.A. DAVIDSON & CO. 10100.00%0.01%0.02%Q2 2021Q3 202310
FAS Wealth Partners, Inc. 10100.01%0.02%0.02%Q2 2021Q3 202310
Snowden Capital Advisors LLC 810.00%0.08%0.15%Q3 2019Q3 202310
LINCOLN NATIONAL CORP 10100.01%0.01%0.01%Q2 2021Q3 202310
BANK OF MONTREAL /CAN/ 820.00%0.03%0.15%Q1 2021Q3 202310
Essex Financial Services, Inc. 10100.07%0.08%0.11%Q2 2021Q3 202310
NewEdge Advisors, LLC 10100.01%0.03%0.11%Q2 2021Q3 202310
Brookstone Capital Management 10100.01%0.02%0.03%Q2 2021Q3 202310
MACROVIEW INVESTMENT MANAGEMENT LLC 10100.10%0.12%0.16%Q2 2021Q3 202310
GenTrust, LLC 10101.38%2.20%2.87%Q2 2021Q3 202310
Winch Advisory Services, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
VAN ECK ASSOCIATES CORP 10100.00%0.01%0.01%Q2 2021Q3 202310
FIFTH THIRD BANCORP 910.00%0.00%0.00%Q1 2021Q3 202310
Source Financial Advisors LLC 730.07%0.37%0.64%Q4 2020Q2 202310
Prestige Wealth Management Group LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Capital Asset Advisory Services LLC 10100.01%0.03%0.04%Q2 2021Q3 202310
BNP PARIBAS FINANCIAL MARKETS 710.00%0.00%0.01%Q2 2021Q3 202310
Vishria Bird Financial Group, LLC 10104.17%5.31%6.38%Q2 2021Q3 202310
AE Wealth Management LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Capital Analysts, LLC 10100.00%0.05%0.11%Q2 2021Q3 202310
Migdal Insurance & Financial Holdings Ltd. 10100.02%0.03%0.06%Q4 2020Q1 202310
HBW ADVISORY SERVICES LLC 10100.12%0.29%1.00%Q2 2021Q3 202310
BELLEVUE ASSET MANAGEMENT, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
PLANNING DIRECTIONS INC 10100.17%0.19%0.25%Q2 2021Q3 202310
Pinnacle Wealth Management Group, Inc. 10100.54%1.28%1.65%Q2 2021Q3 202310
Accuvest Global Advisors 730.21%0.31%0.37%Q2 2018Q1 202310
BARD ASSOCIATES INC 10100.07%0.17%0.28%Q2 2021Q3 202310
WADE G W & INC 10100.04%0.06%0.07%Q2 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 10100.00%0.00%0.00%Q2 2021Q3 202310
BigSur Wealth Management LLC 10100.16%0.19%0.23%Q2 2021Q3 202310
GeoWealth Management, LLC 910.05%0.13%0.23%Q4 2020Q3 202310
AllSquare Wealth Management LLC 990.01%0.02%0.02%Q3 2021Q3 20239
FARMERS & MERCHANTS INVESTMENTS INC 990.00%0.00%0.00%Q3 2021Q3 20239
Catalyst Capital Advisors LLC 990.01%0.01%0.01%Q2 2021Q2 20239
Johnson Midwest Financial, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Avitas Wealth Management LLC 540.04%0.06%0.09%Q1 2021Q3 20239
Purus Wealth Management, LLC 990.18%0.22%0.26%Q3 2021Q3 20239
Sandy Spring Bank 990.00%0.00%0.00%Q3 2021Q3 20239
Grandview Asset Management LLC 990.13%0.18%0.30%Q3 2021Q3 20239
Bogart Wealth, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
HUNTINGTON NATIONAL BANK 990.00%0.00%0.00%Q3 2021Q3 20239
Stamos Capital Partners, L.P. 990.07%0.45%0.93%Q3 2021Q3 20239
RMB Capital Management, LLC 990.01%0.01%0.01%Q1 2021Q1 20239
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 990.79%0.95%1.12%Q3 2021Q3 20239
TAP Consulting, LLC 410.02%0.50%0.86%Q1 2019Q3 20239
Creative Planning 710.00%0.00%0.00%Q1 2021Q3 20239
Tower Research Capital LLC (TRC) 720.00%0.03%0.10%Q1 2021Q3 20239
NORTHERN TRUST CORP 990.00%0.00%0.00%Q3 2021Q3 20239
TSFG, LLC 990.00%0.03%0.26%Q3 2021Q3 20239
Hilltop Holdings Inc. 720.04%0.20%0.45%Q2 2020Q1 20239
Banque Cantonale Vaudoise 990.00%0.01%0.01%Q1 2021Q1 20239
Advisor Group, Inc. 990.00%0.01%0.01%Q4 2017Q4 20199
AdvisorNet Financial, Inc 990.00%0.01%0.01%Q3 2021Q3 20239
Regal Investment Advisors LLC 720.03%0.04%0.07%Q2 2021Q3 20239
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 991.04%1.18%1.43%Q3 2021Q3 20239
WOLFF WIESE MAGANA LLC 990.02%0.02%0.02%Q3 2021Q3 20239
Beacon Pointe Advisors, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Sage Mountain Advisors LLC 990.07%0.09%0.13%Q3 2021Q3 20239
BANK OF NOVA SCOTIA 990.00%0.00%0.01%Q3 2021Q3 20239
TimeScale Financial, Inc. 990.01%0.01%0.01%Q2 2021Q2 20239
Addison Advisors LLC 990.01%0.02%0.04%Q3 2021Q3 20239
Diversified, LLC 990.13%1.11%6.98%Q3 2021Q3 20239
Atria Investments, Inc 990.03%0.03%0.03%Q3 2021Q3 20239
PRUDENTIAL FINANCIAL INC 710.00%0.00%0.00%Q1 2021Q3 20238
JAMES INVESTMENT RESEARCH INC 880.00%0.02%0.04%Q4 2020Q3 20228
KRAEMATON INVESTMENT ADVISORS, INC 880.64%0.74%0.92%Q4 2021Q3 20238
Ignite Planners, LLC 880.35%0.65%0.87%Q4 2021Q3 20238
PFS Partners, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.04%0.12%0.16%Q4 2021Q3 20238
PCG Wealth Advisors, LLC 880.39%1.33%2.69%Q4 2021Q3 20238
TRUST CO OF VERMONT 610.00%0.00%0.00%Q2 2021Q3 20238
Circle Wealth Management, LLC 880.02%0.10%0.20%Q4 2021Q3 20238
Thrive Capital Management, LLC 880.88%1.01%1.24%Q4 2021Q3 20238
CITIZENS FINANCIAL GROUP INC/RI 880.02%0.02%0.02%Q4 2021Q3 20238
Prospera Financial Services Inc 880.01%0.03%0.06%Q4 2021Q3 20238
Castle Rock Wealth Management, LLC 880.25%0.32%0.41%Q4 2021Q3 20238
360 Financial, Inc. 883.46%4.52%5.91%Q4 2021Q3 20238
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
Core Wealth Advisors, Inc. 880.07%0.12%0.15%Q4 2021Q3 20238
Millburn Ridgefield Corp 880.01%0.01%0.02%Q2 2021Q1 20238
SOA Wealth Advisors, LLC. 620.00%0.00%0.01%Q4 2020Q3 20238
Simmons Bank 880.07%0.15%0.22%Q2 2021Q1 20238
DIVIDEND ASSETS CAPITAL, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
WEALTHSPAN PARTNERS, LLC 880.22%0.28%0.31%Q4 2021Q3 20238
Destination Wealth Management 880.01%0.71%0.88%Q4 2021Q3 20238
Bison Wealth, LLC 620.00%0.07%0.24%Q1 2021Q3 20238
Pacific Center for Financial Services 530.00%0.00%0.00%Q3 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.27%0.35%0.45%Q4 2021Q3 20238
AlphaMark Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 881.03%1.40%1.85%Q4 2021Q3 20238
SCOTIA CAPITAL INC. 880.01%0.01%0.02%Q1 2021Q4 20228
SIMPLEX TRADING, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
TD Waterhouse Canada Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 880.05%0.10%0.14%Q4 2021Q3 20238
Silicon Hills Wealth Management, LLC 880.18%0.63%1.07%Q1 2021Q4 20228
CAPITAL INSIGHT PARTNERS, LLC 510.04%0.06%0.10%Q4 2019Q4 20228
Wealthfront Advisers LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Portfolio Strategies, Inc. 881.66%4.79%8.38%Q4 2021Q3 20238
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 620.06%0.50%1.80%Q4 2020Q3 20238
JMAC ENTERPRISES LLC 880.99%1.23%1.54%Q4 2021Q3 20238
Triumph Capital Management 880.10%0.14%0.16%Q4 2021Q3 20238
Key FInancial Inc 880.00%0.00%0.00%Q4 2021Q3 20238
One Capital Management, LLC 880.01%0.06%0.11%Q4 2021Q3 20238
Arkadios Wealth Advisors 440.00%0.02%0.03%Q4 2020Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.05%0.06%0.08%Q4 2021Q3 20238
Autumn Glory Partners, LLC 880.61%0.87%1.42%Q4 2021Q3 20238
CONGRESS ASSET MANAGEMENT CO /MA 880.02%0.02%0.03%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.02%0.04%0.07%Q4 2021Q3 20238
Paladin Advisory Group, LLC 881.62%1.78%1.93%Q4 2021Q3 20238
CVA Family Office, LLC 880.03%0.23%0.28%Q4 2021Q3 20238
FIFTH THIRD SECURITIES, INC. 610.09%0.21%0.58%Q2 2021Q3 20238
Global Wealth Management Investment Advisory, Inc. 620.00%0.00%0.00%Q1 2021Q3 20238
Qube Research & Technologies Ltd 710.00%0.02%0.08%Q3 2021Q3 20238
Invesco Ltd. 880.00%0.00%0.00%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.60%1.46%2.52%Q4 2021Q3 20238
Parallel Advisors, LLC 530.00%0.00%0.00%Q2 2021Q3 20238
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 880.47%1.78%2.62%Q4 2021Q3 20238
SALEM INVESTMENT COUNSELORS INC 770.00%0.00%0.00%Q1 2022Q3 20237
Great Diamond Partners, LLC 770.07%0.09%0.10%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
Jacobi Capital Management LLC 430.01%0.02%0.03%Q1 2021Q3 20237
Sequoia Financial Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Wellington Shields Capital Management, LLC 520.08%0.23%0.34%Q1 2021Q3 20237
Cribstone Capital Management, LLC 770.00%0.00%0.00%Q1 2018Q3 20197
Madrona Financial Services, LLC 770.56%2.60%3.34%Q1 2022Q3 20237
Journey Advisory Group, LLC 770.07%0.08%0.12%Q1 2022Q3 20237
WT Wealth Management 610.67%0.80%1.18%Q1 2021Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.09%0.14%Q1 2022Q3 20237
CIBC Private Wealth Group, LLC 770.00%0.06%0.17%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.32%0.35%0.38%Q1 2022Q3 20237
Belpointe Asset Management LLC 770.01%0.03%0.11%Q3 2021Q1 20237
WealthBridge Capital Management, LLC 770.18%0.22%0.27%Q1 2022Q3 20237
TPB WEALTH ADVISORS 770.16%1.78%2.68%Q1 2021Q3 20227
TANDEM CAPITAL MANAGEMENT CORP /ADV 770.16%0.21%0.33%Q1 2022Q3 20237
Provident Wealth Management, LLC 770.49%1.02%1.41%Q1 2021Q3 20227
Crewe Advisors LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Aptus Capital Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.07%0.08%0.08%Q4 2021Q3 20237
Advocacy Wealth Management Services, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
M Holdings Securities, Inc. 520.09%0.30%0.44%Q1 2021Q1 20237
LAKE STREET PRIVATE WEALTH, LLC 770.12%0.21%0.34%Q3 2021Q1 20237
Pflug Koory, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Elevated Capital Advisors, LLC 510.08%0.13%0.23%Q3 2021Q3 20237
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 770.01%0.01%0.01%Q2 2021Q4 20227
Savior LLC 770.15%2.88%3.75%Q3 2021Q1 20237
Total Clarity Wealth Management, Inc. 410.02%0.09%0.17%Q1 2021Q3 20237
Round Table Services, LLC 770.15%2.83%3.96%Q1 2021Q3 20227
Curi Wealth Management, LLC 770.00%0.79%1.29%Q4 2020Q2 20227
First Horizon Advisors, Inc. 410.00%0.00%0.00%Q1 2021Q2 20237
Jefferies Group LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Bank of New Hampshire 770.01%0.01%0.01%Q1 2022Q3 20237
BARCLAYS PLC 610.00%0.00%0.00%Q1 2021Q1 20237
BESSEMER GROUP INC 770.00%0.00%0.00%Q1 2022Q3 20237
Wealthspire Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
ProVise Management Group, LLC 660.02%0.04%0.08%Q1 2021Q2 20226
HB Wealth Management, LLC 660.02%0.03%0.04%Q4 2021Q1 20236
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
Advisor Resource Council 420.07%0.19%0.38%Q2 2021Q2 20236
Sandbox Financial Partners, LLC 510.10%0.29%0.51%Q1 2021Q2 20236
Sargent Bickham Lagudis LLC 660.00%0.00%0.00%Q3 2021Q4 20226
REDW Wealth LLC 661.08%1.56%2.36%Q2 2022Q3 20236
Lionsbridge Wealth Management LLC 661.32%1.56%1.76%Q1 2021Q2 20226
B. Riley Wealth Management, Inc. 660.00%0.14%0.22%Q1 2021Q2 20226
Marcum Wealth, LLC 660.04%0.06%0.07%Q1 2021Q2 20226
Bank Julius Baer & Co. Ltd, Zurich 310.00%0.00%0.01%Q2 2020Q1 20236
Ritter Daniher Financial Advisory LLC / DE 660.00%0.00%0.00%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.02%0.04%0.05%Q2 2022Q3 20236
Icon Wealth Partners, LLC 510.02%0.03%0.03%Q1 2021Q1 20236
Intrepid Financial Planning Group LLC 660.34%0.39%0.44%Q2 2022Q3 20236
Joseph P. Lucia & Associates, LLC 660.03%0.15%0.27%Q1 2021Q2 20226
Advisory Alpha, LLC 410.00%0.12%0.19%Q1 2020Q2 20226
TRANSCEND CAPITAL ADVISORS, LLC 420.02%0.05%0.09%Q2 2021Q1 20236
FRG Family Wealth Advisors LLC 420.04%0.05%0.06%Q4 2021Q2 20236
Global Trust Asset Management, LLC 420.00%0.03%0.10%Q4 2021Q3 20236
SkyView Investment Advisors, LLC 660.07%0.28%0.58%Q1 2021Q2 20226
Consolidated Planning Corp 660.38%0.42%0.45%Q2 2022Q3 20236
KWB Wealth 660.08%0.13%0.20%Q2 2022Q3 20236
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 660.85%1.01%1.08%Q2 2022Q3 20236
Symphony Financial, Ltd. Co. 660.37%0.44%0.53%Q1 2021Q2 20226
Northeast Financial Group, Inc. 660.66%2.37%3.27%Q4 2020Q1 20226
BAROMETER CAPITAL MANAGEMENT INC. 420.09%0.23%0.31%Q4 2021Q3 20236
Fieldpoint Private Securities, LLC 660.16%0.16%0.18%Q1 2021Q2 20226
SeaCrest Wealth Management, LLC 510.03%0.04%0.04%Q3 2020Q2 20226
CASTLE WEALTH MANAGEMENT LLC 660.01%0.17%0.39%Q2 2022Q3 20236
EXANE DERIVATIVES 660.03%0.15%0.24%Q1 2021Q2 20226
MGO Private Wealth, LLC 550.81%1.51%2.08%Q3 2022Q3 20235
Charter Oak Capital Management, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Veracity Capital LLC 550.11%0.14%0.17%Q1 2021Q1 20225
HOWE & RUSLING INC 410.00%0.00%0.00%Q4 2021Q2 20235
Pensionmark Financial Group, LLC 550.07%0.08%0.09%Q3 2021Q3 20225
MV CAPITAL MANAGEMENT, INC. 550.00%0.00%0.00%Q2 2021Q2 20225
Walkner Condon Financial Advisors LLC 320.15%0.18%0.24%Q1 2021Q2 20225
Bedel Financial Consulting, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
Princeton Global Asset Management LLC 410.01%0.03%0.13%Q2 2021Q3 20235
United Asset Strategies, Inc. 551.34%1.39%1.48%Q4 2020Q4 20215
MONEY CONCEPTS CAPITAL CORP 550.00%0.01%0.02%Q4 2021Q4 20225
Barnett & Company, Inc. 550.00%0.00%0.00%Q4 2020Q4 20215
Cerity Partners LLC 550.00%0.01%0.03%Q3 2022Q3 20235
McCarthy Asset Management, Inc. 550.02%0.02%0.02%Q1 2021Q1 20225
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q2 2017Q2 20185
Perennial Investment Advisors, LLC 550.28%0.53%0.77%Q3 2022Q3 20235
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 550.04%0.35%0.86%Q1 2021Q1 20225
Zullo Investment Group, Inc. 550.08%0.10%0.14%Q4 2021Q4 20225
Blue Trust, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
Stonebridge Capital Advisors LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Ameritas Investment Partners, Inc. 550.01%0.06%0.10%Q3 2022Q3 20235
Carroll Financial Associates, Inc. 550.00%0.01%0.03%Q4 2020Q4 20215
Compagnie Lombard Odier SCmA 410.00%0.01%0.03%Q3 2021Q3 20235
Black Swift Group, LLC 550.07%0.43%0.89%Q1 2021Q1 20225
Marks Wealth, LLC 552.33%4.94%8.28%Q1 2021Q1 20225
TRANSATLANTIQUE PRIVATE WEALTH LLC 550.41%0.56%0.66%Q2 2022Q2 20235
Patriot Financial Group Insurance Agency, LLC 550.01%0.04%0.07%Q2 2021Q2 20225
Good Life Advisors, LLC 320.03%0.05%0.06%Q4 2021Q3 20235
SVB WEALTH LLC 550.00%0.00%0.01%Q1 2021Q1 20225
Occidental Asset Management, LLC 550.17%0.36%0.49%Q4 2020Q4 20215
FLOW TRADERS U.S. LLC 320.03%0.14%0.36%Q1 2021Q3 20225
EATON VANCE MANAGEMENT 550.00%0.00%0.00%Q1 2021Q1 20225
Dynamic Advisor Solutions LLC 550.02%0.07%0.10%Q4 2020Q4 20215
MEANS INVESTMENT CO., INC. 320.04%0.04%0.04%Q4 2021Q3 20235
Simplicity Wealth,LLC 550.42%1.59%2.94%Q3 2022Q3 20235
F3Logic, LLC 550.03%0.03%0.04%Q1 2021Q1 20225
Allianz Asset Management GmbH 550.02%0.02%0.02%Q1 2021Q1 20225
Laurel Wealth Advisors, Inc. 550.02%0.03%0.06%Q2 2021Q2 20225
Bank of New York Mellon Corp 410.00%0.00%0.00%Q3 2021Q3 20235
Community Bank, N.A. 440.00%0.00%0.00%Q2 2021Q1 20224
SFMG, LLC 440.19%0.20%0.20%Q2 2021Q1 20224
Altus Wealth Group LLC 440.32%0.36%0.38%Q4 2022Q3 20234
CHANNEL WEALTH LLC 440.11%0.14%0.16%Q1 2023Q4 20234
Y.D. More Investments Ltd 440.21%0.24%0.26%Q4 2022Q3 20234
Gradient Investments LLC 440.00%0.00%0.00%Q4 2022Q3 20234
VitalStone Financial, LLC 440.01%0.02%0.04%Q4 2022Q3 20234
CIC Wealth, LLC 440.52%0.55%0.59%Q4 2022Q3 20234
Latitude Advisors, LLC 310.07%0.10%0.17%Q1 2021Q1 20224
First Capital Advisors Group, LLC. 440.02%0.24%0.45%Q4 2021Q3 20224
DCM Advisors, LLC 440.09%0.12%0.15%Q4 2020Q3 20214
LWM Advisory Services, LLC 440.35%0.72%0.91%Q4 2022Q3 20234
Key Client Fiduciary Advisors, LLC 440.22%0.24%0.25%Q4 2022Q3 20234
ACCESS FINANCIAL SERVICES, INC. 440.31%0.32%0.34%Q2 2021Q1 20224
Madison Asset Management, LLC 310.01%0.06%0.12%Q1 2021Q3 20224
Archer Investment Corp 220.00%0.01%0.01%Q4 2020Q3 20234
CKW FINANCIAL GROUP 440.00%0.00%0.00%Q4 2021Q3 20224
CoreCap Advisors, LLC 310.00%0.05%0.09%Q4 2021Q4 20224
CLEAR INVESTMENT RESEARCH, LLC 440.04%0.04%0.04%Q1 2021Q4 20214
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
OneDigital Investment Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
CFS Investment Advisory Services, LLC 210.00%0.03%0.05%Q3 2021Q4 20224
NEXT Financial Group, Inc 440.01%0.02%0.04%Q1 2021Q4 20214
Allworth Financial LP 310.00%0.00%0.00%Q1 2022Q3 20234
SlateStone Wealth, LLC 440.06%0.12%0.16%Q2 2021Q1 20224
Cooper Financial Group 440.06%0.09%0.13%Q2 2021Q1 20224
BB&T SECURITIES, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
Wagner Wealth Management, LLC 440.00%0.01%0.01%Q1 2021Q4 20214
Horan Securities, Inc. 440.00%0.00%0.01%Q3 2022Q2 20234
GW HENSSLER & ASSOCIATES LTD 440.88%1.10%1.20%Q2 2021Q1 20224
AVALON CAPITAL MANAGEMENT 442.73%2.98%3.17%Q1 2021Q4 20214
Centurion Wealth Management LLC 440.18%1.31%1.73%Q4 2022Q3 20234
Financial Freedom, LLC 440.53%0.57%0.62%Q4 2022Q3 20234
Solstein Capital, LLC 440.08%0.13%0.16%Q1 2022Q4 20224
RFP Financial Group LLC 440.01%0.01%0.03%Q4 2022Q3 20234
SANDERS MORRIS HARRIS LLC 221.32%1.72%2.22%Q1 2021Q2 20224
Sterling Investment Advisors, Ltd. 440.00%0.00%0.00%Q3 2021Q2 20224
Prosperity Financial Group, Inc. 440.73%1.68%2.96%Q4 2022Q3 20234
WealthShield Partners, LLC 440.06%0.12%0.16%Q2 2021Q1 20224
Aurora Private Wealth, Inc. 440.08%0.10%0.11%Q4 2021Q3 20224
CAHILL FINANCIAL ADVISORS INC 110.01%0.03%0.05%Q3 2021Q2 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Realta Investment Advisors 220.03%0.03%0.04%Q3 2022Q3 20234
Focused Wealth Management, Inc 440.00%0.00%0.00%Q4 2020Q3 20214
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.01%Q4 2022Q3 20234
Y-Intercept (Hong Kong) Ltd 210.02%0.05%0.08%Q4 2021Q3 20234
Fortis Advisors, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Financial Services Advisory Inc 440.33%0.62%1.39%Q2 2021Q1 20224
Alpha Financial Partners, LLC 440.41%0.48%0.66%Q4 2022Q3 20234
Activest Wealth Management 210.01%0.08%0.14%Q3 2021Q3 20234
Prosperity Wealth Management, Inc. 440.16%0.19%0.21%Q4 2022Q3 20234
MBM Wealth Consultants, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
DFPG INVESTMENTS, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Future Financial Wealth Managment LLC 440.85%0.94%1.05%Q4 2021Q3 20224
Advisors Preferred, LLC 220.00%0.06%0.21%Q3 2019Q1 20234
BREWIN DOLPHIN LTD 440.02%0.02%0.02%Q2 2021Q1 20224
J.W. COLE ADVISORS, INC. 440.02%0.12%0.39%Q2 2021Q1 20224
CASCADE INVESTMENT GROUP, INC. 440.31%0.31%0.32%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.10%0.12%0.17%Q4 2022Q3 20234
Rothschild Capital Partners, LLC 441.89%2.39%3.69%Q2 2021Q1 20224
DIMENSION CAPITAL MANAGEMENT LLC 330.06%0.06%0.06%Q3 2021Q1 20223
Milestone Advisory Partners 330.21%0.28%0.32%Q3 2021Q1 20223
J2 Capital Management Inc 330.40%0.43%0.47%Q1 2023Q3 20233
ATTICUS WEALTH MANAGEMENT, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.11%0.12%0.14%Q4 2021Q2 20223
1776 Wealth LLC 210.02%0.09%0.21%Q1 2020Q3 20233
Kraft, Davis & Associates, LLC 210.09%0.10%0.10%Q4 2022Q3 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Colonial Trust Co / SC 210.02%0.02%0.02%Q4 2022Q3 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.02%0.02%0.02%Q3 2022Q1 20233
Orion Portfolio Solutions, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Clearview Wealth Advisors LLC 330.00%0.01%0.01%Q1 2021Q3 20213
Golden State Equity Partners 330.27%0.31%0.38%Q3 2021Q1 20223
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q1 2021Q2 20223
IFG Advisory, LLC 330.03%0.05%0.07%Q1 2023Q3 20233
Merit Financial Group, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
PRIMORIS WEALTH ADVISORS, LLC 330.52%0.53%0.55%Q4 2021Q2 20223
ERn Financial, LLC 330.06%0.67%1.08%Q3 2021Q1 20223
Horizon Investments, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Lake Point Wealth Management 330.01%0.01%0.01%Q4 2021Q2 20223
Freedman Financial Associates, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Cornerstone Planning Group LLC 210.01%0.04%0.07%Q4 2022Q3 20233
Larson Financial Group LLC 330.00%0.00%0.00%Q1 2023Q3 20233
COWEN AND COMPANY, LLC 110.00%0.01%0.02%Q2 2021Q2 20213
SMITHBRIDGE ASSET MANAGEMENT INC/DE 330.62%0.63%0.64%Q2 2021Q4 20213
Accurate Wealth Management, LLC 210.03%0.09%0.13%Q1 2022Q4 20223
TPG Financial Advisors, LLC 331.35%1.92%2.37%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Independence Bank of Kentucky 330.00%0.00%0.00%Q4 2021Q2 20223
Ameritas Investment Company, LLC 330.01%0.05%0.08%Q1 2021Q3 20213
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Headlands Technologies LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Gemmer Asset Management LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Mach-1 Financial Group, LLC 210.00%0.01%0.03%Q2 2022Q1 20233
Bell Rock Capital LLC 210.24%0.28%0.31%Q4 2021Q3 20223
AMJ Financial Wealth Management 210.18%0.29%0.48%Q3 2021Q1 20233
Commonwealth Equity Services, Inc 330.00%0.01%0.01%Q1 2017Q3 20173
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.01%0.03%Q1 2021Q3 20233
Sawyer & Company, Inc 330.02%0.03%0.03%Q2 2021Q4 20213
Kovack Advisors, Inc. 330.03%0.03%0.03%Q1 2023Q3 20233
Mechanics Bank Trust Department 330.05%0.05%0.05%Q1 2023Q3 20233
Sharkey, Howes & Javer 331.05%1.16%1.25%Q1 2023Q3 20233
CHOREO, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
StoneX Group Inc. 330.06%0.08%0.09%Q2 2021Q4 20213
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Vigilant Capital Management, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
MONETA GROUP INVESTMENT ADVISORS LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Aveo Capital Partners, LLC 330.05%0.05%0.06%Q2 2021Q4 20213
HAP Trading, LLC 210.04%0.10%0.18%Q1 2021Q2 20223
ICA Group Wealth Management, LLC 330.01%0.02%0.02%Q4 2022Q2 20233
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2022Q3 20233
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.02%0.10%0.22%Q1 2021Q3 20213
Polaris Wealth Advisory Group, LLC 330.49%0.52%0.56%Q3 2021Q1 20223
BRANDYWINE OAK PRIVATE WEALTH LLC 210.01%0.02%0.02%Q4 2018Q3 20233
Cresset Asset Management, LLC 210.00%0.00%0.00%Q1 2022Q3 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
EverSource Wealth Advisors, LLC 330.03%0.14%0.35%Q1 2023Q3 20233
CNB Bank 110.00%0.01%0.01%Q4 2021Q1 20232
RMR Wealth Builders 220.01%0.01%0.01%Q4 2020Q1 20212
Financial Planners of Cleveland, Inc. 220.08%0.09%0.10%Q4 2021Q1 20222
SILVER OAK SECURITIES, INCORPORATED 220.06%0.07%0.08%Q1 2022Q2 20222
Allegiant Private Advisors, LLC 220.17%0.24%0.30%Q1 2021Q2 20212
Antara Capital LP 110.70%0.70%0.70%Q2 2021Q2 20212
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.00%0.00%Q1 2022Q2 20222
Optiver Holding B.V. 220.00%0.00%0.00%Q4 2021Q1 20222
City State Bank 220.00%0.00%0.00%Q1 2022Q2 20222
Chicago Wealth Management, Inc. 222.56%3.14%3.73%Q2 2023Q3 20232
Ahrens Investment Partners LLC 110.00%0.01%0.02%Q1 2022Q1 20232
TILIA FIDUCIARY PARTNERS, INC. 220.00%0.00%0.00%Q4 2021Q1 20222
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q4 2018Q1 20192
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Vahanian & Associates Financial Planning Inc. 220.60%0.61%0.62%Q4 2021Q1 20222
MRP Capital Investments, LLC 220.00%0.01%0.01%Q4 2022Q1 20232
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Westshore Wealth, LLC 220.32%0.37%0.43%Q1 2021Q2 20212
Financial Engines Advisors L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Beaumont Financial Advisors, LLC 221.23%1.24%1.26%Q2 2023Q3 20232
Alpha Cubed Investments, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Connectus Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q2 2021Q4 20212
Financial Partners Group, Inc 220.04%0.04%0.05%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.02%0.03%0.03%Q3 2022Q4 20222
Darwin Wealth Management, LLC 110.00%0.02%0.04%Q1 2020Q1 20222
Wellington Shields & Co., LLC 220.03%0.03%0.04%Q2 2023Q3 20232
Cascadia Advisory Services, LLC 220.05%0.05%0.06%Q2 2021Q3 20212
Trust Co 220.01%0.01%0.01%Q4 2018Q1 20192
Corient Private Wealth LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Parkside Financial Bank & Trust 220.00%0.00%0.00%Q4 2022Q1 20232
LIBERTY WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2021Q3 20212
CAPITAL MANAGEMENT ASSOCIATES /NY/ 220.74%1.10%1.46%Q2 2023Q3 20232
Apollon Wealth Management, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q1 2023Q3 20232
Psagot Value Holdings Ltd. 220.00%0.03%0.06%Q4 2020Q1 20212
Stonebridge Financial Planning Group, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
HYA Advisors, Inc 220.07%0.07%0.08%Q4 2021Q1 20222
Argent Trust Co 220.02%0.02%0.02%Q4 2021Q1 20222
ORG Partners LLC 220.16%0.17%0.17%Q1 2023Q2 20232
Peoples Bank/KS 220.07%0.11%0.15%Q3 2023Q4 20232
Neuberger Berman Group LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Fulcrum Equity Management 110.89%1.59%2.30%Q2 2021Q1 20232
Goodwin Investment Advisory 220.01%0.01%0.01%Q4 2021Q1 20222
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Valmark Advisers, Inc. 220.00%0.00%0.01%Q2 2023Q3 20232
BIVIN & ASSOCIATES, INC. 220.00%0.00%0.00%Q4 2021Q1 20222
L & S Advisors Inc 110.10%0.10%0.11%Q3 2021Q2 20232
NCM Capital Management, LLC 220.60%0.67%0.74%Q1 2022Q2 20222
U S GLOBAL INVESTORS INC 110.00%0.00%0.01%Q1 2022Q1 20232
MUFG Americas Holdings Corp 220.00%0.00%0.00%Q4 2021Q1 20222
Herold Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
Texas Yale Capital Corp. 220.01%0.01%0.01%Q4 2021Q1 20222
Legacy Wealth Partners, Inc. 220.39%0.46%0.53%Q1 2021Q2 20212
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.00%0.00%0.00%Q1 2021Q3 20212
Beacon Financial Advisory LLC 220.13%0.15%0.17%Q2 2023Q3 20232
Financial Architects, Inc 110.03%0.03%0.03%Q4 2021Q2 20232
Beaumont Financial Partners, LLC 220.61%0.64%0.68%Q1 2021Q2 20212
Columbus Macro, LLC 110.27%0.27%0.28%Q1 2021Q3 20232
Pine Valley Investments Ltd Liability Co 220.02%0.03%0.03%Q2 2023Q3 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
PECAUT & CO. 222.31%2.38%2.46%Q2 2023Q3 20232
MOTCO 110.00%0.00%0.00%Q2 2021Q2 20222
Vontobel Holding Ltd. 220.00%0.00%0.00%Q2 2021Q3 20212
MILLENNIUM MANAGEMENT LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Phoenix Holdings Ltd. 220.16%0.25%0.34%Q3 2021Q4 20212
Consolidated Portfolio Review Corp 220.06%0.08%0.10%Q2 2023Q3 20232
PROFESSIONAL PLANNING 220.38%0.40%0.43%Q2 2021Q3 20212
Independent Advisor Alliance 220.03%0.03%0.03%Q1 2021Q2 20212
Resurgent Financial Advisors LLC 220.02%0.02%0.02%Q2 2023Q3 20232
BROWN ADVISORY INC 220.00%0.00%0.00%Q1 2022Q2 20222
55I, LLC 220.01%0.02%0.02%Q2 2022Q3 20222
All Season Financial Advisors, Inc. 220.44%0.46%0.48%Q2 2023Q3 20232
LFA - Lugano Financial Advisors SA 220.02%0.02%0.02%Q4 2022Q1 20232
Brevan Howard Capital Management LP 113.53%3.53%3.53%Q2 2021Q2 20212
PARTNERS CAPITAL INVESTMENT GROUP, LLP 220.01%0.01%0.02%Q3 2021Q4 20212
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
Bensler, LLC 221.08%1.26%1.44%Q2 2023Q3 20232
Arlington Capital Management, Inc. 221.61%1.71%1.80%Q2 2021Q3 20212
Legacy Wealth Planning, LLC 221.15%1.17%1.20%Q2 2022Q3 20222
Krilogy Financial LLC 110.12%0.15%0.18%Q1 2023Q3 20232
Renaissance Technologies 220.00%0.00%0.00%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.05%0.05%0.06%Q4 2022Q1 20232
DHK Financial Advisors, Inc. 220.27%0.27%0.27%Q2 2023Q3 20232
Vestpro Financial Partners, Inc. dba CPF Texas 220.00%0.01%0.01%Q2 2018Q3 20182
SENTINEL TRUST CO LBA 220.04%0.04%0.04%Q4 2021Q1 20222
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
SSI INVESTMENT MANAGEMENT LLC 110.11%0.11%0.11%Q2 2021Q2 20211
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
J. Goldman & Co LP 110.26%0.26%0.26%Q2 2023Q2 20231
Donoghue Forlines LLC 111.11%1.11%1.11%Q1 2021Q1 20211
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q3 2021Q3 20211
Riverview Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Glassman Wealth Services 110.00%0.00%0.00%Q1 2023Q1 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.52%0.52%0.52%Q2 2023Q2 20231
MACKENZIE FINANCIAL CORP 110.01%0.01%0.01%Q4 2018Q4 20181
Advanced Asset Management Advisors Inc 110.01%0.01%0.01%Q4 2022Q4 20221
HERBST GROUP, LLC 111.99%1.99%1.99%Q4 2021Q4 20211
FDx Advisors, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
First Heartland Consultants, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Shay Capital LLC 110.09%0.09%0.09%Q3 2023Q3 20231
PINNACLE ASSOCIATES LTD 110.00%0.00%0.00%Q3 2023Q3 20231
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q4 2021Q4 20211
Mutual Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Antonetti Capital Management LLC 110.00%0.00%0.00%Q2 2010Q2 20101
QCM Cayman, Ltd. 110.89%0.89%0.89%Q2 2021Q2 20211
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bryn Mawr Capital Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
HRT FINANCIAL LP 110.00%0.00%0.00%Q3 2022Q3 20221
Trek Financial, LLC 110.31%0.31%0.31%Q1 2023Q1 20231
HALL CAPITAL MANAGEMENT CO INC 110.14%0.14%0.14%Q4 2021Q4 20211
Gateway Wealth Partners, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Austin Wealth Management, LLC 110.98%0.98%0.98%Q3 2023Q3 20231
ROGCO, LP 110.01%0.01%0.01%Q3 2023Q3 20231
Aspire Private Capital, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Savant Capital, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
USCA RIA LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Simplicity Solutions, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Kalos Management, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
Bluesphere Advisors, LLC 110.20%0.20%0.20%Q1 2021Q1 20211
MOORE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q1 2022Q1 20221
Fermata Advisors, LLC 110.13%0.13%0.13%Q2 2021Q2 20211
BOKF, NA 110.00%0.00%0.00%Q2 2023Q2 20231
Private Ocean, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FIRST HAWAIIAN BANK 110.03%0.03%0.03%Q2 2021Q2 20211
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Bellwether Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Brendel Financial Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
WILLNER & HELLER, LLC 110.44%0.44%0.44%Q4 2022Q4 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Belvedere Trading LLC 110.02%0.02%0.02%Q1 2021Q1 20211
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Canton Hathaway, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Crestline Management, LP 110.43%0.43%0.43%Q4 2022Q4 20221
Grey Fox Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Pinnacle Bancorp, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Integrated Advisors Network LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Worth Asset Management, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Camarda Financial Advisors, LLC 111.76%1.76%1.76%Q1 2022Q1 20221
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q4 2021Q4 20211
Kovitz Investment Group Partners, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
STRATEGY ASSET MANAGERS LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Investors Research Corp 110.04%0.04%0.04%Q3 2023Q3 20231
Hamilton Wealth, LLC 110.57%0.57%0.57%Q1 2021Q1 20211
First Personal Financial Services 110.00%0.00%0.00%Q3 2022Q3 20221
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PRELUDE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
HERITAGE WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Rosenberg Matthew Hamilton 110.00%0.00%0.00%Q1 2022Q1 20221
Cutter & CO Brokerage, Inc. 110.07%0.07%0.07%Q1 2018Q1 20181
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Verdence Capital Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q1 2022Q1 20221
Diametric Capital, LP 110.16%0.16%0.16%Q2 2023Q2 20231
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Wealthstar Advisors, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
GSG Advisors LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SHEETS SMITH WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2023Q3 20231
BARINGS LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Homrich & Berg 110.04%0.04%0.04%Q3 2021Q3 20211
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Halpern Financial, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
IPG Investment Advisors LLC 110.29%0.29%0.29%Q1 2021Q1 20211
RITTER DANIHER FINANCIAL ADVISORY LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Robbins Farley 110.00%0.00%0.00%Q1 2021Q1 20211
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
BlackDiamond Wealth Management, LLC 110.25%0.25%0.25%Q4 2021Q4 20211
Continuum Advisory, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
SEI INVESTMENTS CO 110.02%0.02%0.02%Q3 2023Q3 20231
MATHER GROUP, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Scissortail Wealth Management, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q1 2021Q1 20211
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2022Q4 20221
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
All Terrain Financial Advisors, LLC 110.23%0.23%0.23%Q4 2020Q4 20201
Sageworth Trust Co 110.04%0.04%0.04%Q2 2022Q2 20221
KINGSWOOD WEALTH ADVISORS, LLC 110.24%0.24%0.24%Q2 2023Q2 20231
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2023Q2 20231
IMA Wealth, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Financial Enhancement Group LLC 110.98%0.98%0.98%Q1 2021Q1 20211
Intercontinental Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Context Capital Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
MCF Advisors LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ASSETMARK, INC 110.00%0.00%0.00%Q3 2022Q3 20221
CM WEALTH ADVISORS LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Baker Avenue Asset Management, LP 110.10%0.10%0.10%Q3 2023Q3 20231
RPg Family Wealth Advisory, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Masso Torrence Wealth Management Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
PSI Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
THOMPSON DAVIS & CO., INC. 110.33%0.33%0.33%Q1 2022Q1 20221
Oak Harvest Investment Services 110.11%0.11%0.11%Q2 2021Q2 20211
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.08%0.08%0.08%Q3 2023Q3 20231
Legacy Capital Group California, Inc. 110.71%0.71%0.71%Q1 2023Q1 20231
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q4 2021Q4 20211
Valeo Financial Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Telemetry Investments, L.L.C. 110.26%0.26%0.26%Q1 2021Q1 20211
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q2 2021Q2 20211
Tidal Investments LLC 110.04%0.04%0.04%Q3 2023Q3 20231
TITLEIST CAPITAL, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Trifecta Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ML & R WEALTH MANAGEMENT LLC 110.37%0.37%0.37%Q2 2023Q2 20231
SCHRODER INVESTMENT MANAGEMENT GROUP 110.02%0.02%0.02%Q3 2023Q3 20231
Cordant, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
McElhenny Sheffield Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Graham Capital Management, L.P. 110.54%0.54%0.54%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.