Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Kessler Investment Group, LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
MORGAN STANLEY | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
UBS Group AG | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
ROYAL BANK OF CANADA | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Cambridge Investment Research Advisors, Inc. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
LPL Financial LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
WELLS FARGO & COMPANY/MN | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Stratos Wealth Partners, LTD. | 25 | 25 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Financial Advocates Investment Management | 24 | 24 | 0.03% | 0.07% | 0.14% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Winch Advisory Services, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 24 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
PNC FINANCIAL SERVICES GROUP, INC. | 21 | 21 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2021 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
NVWM, LLC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 17 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 17 |
FMR LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
Private Capital Group, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
RAYMOND JAMES & ASSOCIATES | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
Cetera Advisor Networks LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 16 |
Mirae Asset Global Investments Co., Ltd. | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
CreativeOne Wealth, LLC | 16 | 16 | 0.06% | 0.12% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Carroll Financial Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 16 |
Ellis Investment Partners, LLC | 16 | 16 | 0.01% | 0.17% | 0.30% | Q2 2019 | Q1 2023 | 16 |
Clearwater Capital Advisors, LLC | 15 | 15 | 0.60% | 1.67% | 1.90% | Q1 2020 | Q3 2023 | 15 |
Baystate Wealth Management LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Archford Capital Strategies, LLC | 15 | 15 | 0.10% | 0.16% | 0.28% | Q1 2020 | Q3 2023 | 15 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.35% | 0.61% | 0.96% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 14 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 14 |
IFP Advisors, Inc | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 14 |
Claybrook Capital, LLC | 9 | 2 | 0.01% | 0.36% | 0.76% | Q1 2018 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Capital Investment Advisory Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 13 |
GeoWealth Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
TimeScale Financial, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
CITIGROUP INC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 12 |
Global Retirement Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Patten Group, Inc. | 12 | 12 | 0.11% | 0.32% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Advisory Services Network, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HighTower Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Lido Advisors, LLC | 11 | 11 | 0.03% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Crew Capital Management, Ltd. | 11 | 11 | 0.32% | 2.02% | 2.53% | Q1 2021 | Q3 2023 | 11 |
LFA - Lugano Financial Advisors SA | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
American Portfolios Advisors | 9 | 2 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2022 | 11 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 10 | 10 | 0.22% | 0.44% | 0.64% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
BLAIR WILLIAM & CO/IL | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
SIGNATUREFD, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Banque Cantonale Vaudoise | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MML INVESTORS SERVICES, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
Aspire Private Capital, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Ahrens Investment Partners LLC | 5 | 1 | 0.01% | 0.13% | 0.25% | Q3 2017 | Q1 2023 | 9 |
M Holdings Securities, Inc. | 5 | 4 | 0.02% | 0.28% | 0.48% | Q2 2020 | Q4 2022 | 9 |
Banco Santander, S.A. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
COLONY GROUP LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2020 | 8 |
Insight Advisors, LLC/ PA | 5 | 3 | 0.07% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Tradition Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Mayflower Financial Advisors, LLC | 8 | 8 | 0.06% | 0.06% | 0.08% | Q1 2021 | Q4 2022 | 8 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
VAN ECK ASSOCIATES CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.02% | 0.05% | 0.11% | Q3 2020 | Q2 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.05% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Steward Partners Investment Advisory, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 8 |
Financial Management Professionals, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
JNBA Financial Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
VALLEY NATIONAL ADVISERS INC | 7 | 7 | 0.00% | 0.05% | 0.09% | Q1 2019 | Q3 2020 | 7 |
HUNTINGTON NATIONAL BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Janney Montgomery Scott LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2018 | 7 |
AMERIPRISE FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HHM Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Bank Julius Baer & Co. Ltd, Zurich | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Goelzer Investment Management, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q1 2019 | 6 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Brendel Financial Advisors LLC | 6 | 6 | 0.36% | 0.72% | 1.59% | Q3 2020 | Q4 2021 | 6 |
Capital Advisory Group Advisory Services, LLC | 6 | 6 | 0.00% | 0.12% | 0.37% | Q1 2018 | Q2 2019 | 6 |
Allworth Financial LP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 6 |
GLENMEDE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Sterling Investment Advisors, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Wealthcare Advisory Partners LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Financial Architects, Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 6 |
Stonebridge Capital Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2022 | 5 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Cetera Investment Advisers | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Aurora Private Wealth, Inc. | 4 | 1 | 0.11% | 0.18% | 0.26% | Q3 2020 | Q1 2022 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.05% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Sequoia Financial Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2019 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Legacy Wealth Partners, Inc. | 4 | 4 | 0.24% | 0.37% | 0.48% | Q3 2020 | Q2 2021 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.24% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Optiver Holding B.V. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 4 |
Gladstone Institutional Advisory LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 4 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Financial Engines Advisors L.L.C. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
THEORY FINANCIAL LLC | 3 | 3 | 1.02% | 1.55% | 2.52% | Q4 2021 | Q2 2022 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
PVG ASSET MANAGEMENT CORP | 2 | 1 | 1.22% | 2.09% | 2.64% | Q2 2021 | Q1 2023 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
PRUDENTIAL PLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Quantitative Advantage, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
EWG Elevate Inc. | 3 | 3 | 0.18% | 0.97% | 2.47% | Q1 2023 | Q3 2023 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q2 2018 | 3 |
Creative Planning | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 3 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Linscomb & Williams, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Good Life Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
SENTINEL TRUST CO LBA | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Worth Asset Management, LLC | 2 | 2 | 1.04% | 1.35% | 1.67% | Q1 2023 | Q2 2023 | 2 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2017 | Q2 2017 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q3 2020 | 2 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Great Diamond Partners, LLC | 2 | 2 | 0.32% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 |
IFG Advisory, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.18% | 0.35% | Q4 2019 | Q3 2021 | 2 |
Prosperity Financial Group, Inc. | 2 | 2 | 1.55% | 1.67% | 1.78% | Q2 2023 | Q3 2023 | 2 |
First Capital Advisors Group, LLC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.12% | 0.24% | Q2 2020 | Q4 2020 | 2 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Financial Planners of Cleveland, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2021 | Q3 2021 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Apella Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2021 | Q2 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2017 | Q1 2017 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 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.