Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Cambridge Investment Research Advisors, Inc. | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
MORGAN STANLEY | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 25 |
ROYAL BANK OF CANADA | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
UBS Group AG | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 24 |
LPL Financial LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
CITIGROUP INC | 21 | 3 | 0.00% | 0.00% | 0.04% | Q3 2017 | Q3 2023 | 24 |
IFP Advisors, Inc | 17 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Mirae Asset Global Investments Co., Ltd. | 22 | 22 | 0.01% | 0.04% | 0.24% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
STIFEL FINANCIAL CORP | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Partners, LTD. | 18 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 20 |
MML INVESTORS SERVICES, LLC | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Geneos Wealth Management Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 20 |
JPMORGAN CHASE & CO | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 19 |
Baltimore-Washington Financial Advisors, Inc. | 19 | 19 | 0.40% | 1.06% | 1.53% | Q3 2018 | Q1 2023 | 19 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 17 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
BLAIR WILLIAM & CO/IL | 17 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 18 |
DUNCKER STREETT & CO INC | 16 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Mirador Capital Partners LP | 17 | 17 | 0.09% | 0.18% | 0.32% | Q2 2019 | Q2 2023 | 17 |
EXANE DERIVATIVES | 17 | 17 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q2 2022 | 17 |
FMR LLC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
CreativeOne Wealth, LLC | 16 | 16 | 0.05% | 0.13% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Migdal Insurance & Financial Holdings Ltd. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Cutler Group LLC / CA | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 15 |
Carroll Financial Associates, Inc. | 9 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 15 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Archford Capital Strategies, LLC | 15 | 15 | 0.09% | 0.18% | 0.34% | Q1 2020 | Q3 2023 | 15 |
Anchor Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
HighTower Advisors, LLC | 11 | 4 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 15 |
Sigma Planning Corp | 15 | 15 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2023 | 15 |
US BANCORP \DE\ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Compagnie Lombard Odier SCmA | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 14 |
Steward Partners Investment Advisory, LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
Legend Financial Advisors, Inc. | 6 | 3 | 0.02% | 0.68% | 4.42% | Q2 2019 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 11 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 14 |
OPPENHEIMER & CO INC | 7 | 3 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q4 2021 | 14 |
Private Advisor Group, LLC | 10 | 4 | 0.00% | 0.03% | 0.10% | Q2 2018 | Q1 2022 | 14 |
American Portfolios Advisors | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 14 |
SVB WEALTH LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
Archer Investment Corp | 13 | 13 | 0.00% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 13 |
SALEM INVESTMENT COUNSELORS INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 13 |
Capital Investment Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
LFA - Lugano Financial Advisors SA | 10 | 3 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q2 2023 | 13 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q2 2022 | 13 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Stelac Advisory Services LLC | 12 | 12 | 0.59% | 1.61% | 2.48% | Q4 2020 | Q3 2023 | 12 |
Sargent Investment Group, LLC | 12 | 12 | 0.11% | 0.65% | 1.21% | Q4 2019 | Q3 2022 | 12 |
GeoWealth Management, LLC | 12 | 12 | 0.02% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Banco Santander, S.A. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
LINCOLN NATIONAL CORP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 2 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q4 2022 | 12 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
Joseph P. Lucia & Associates, LLC | 11 | 11 | 0.26% | 0.67% | 1.23% | Q1 2021 | Q3 2023 | 11 |
TOTH FINANCIAL ADVISORY CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
AMERIPRISE FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Hexagon Capital Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Merit Financial Group, LLC | 10 | 10 | 0.04% | 0.28% | 0.50% | Q4 2019 | Q1 2022 | 10 |
Baystate Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Dynamic Advisor Solutions LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Gradient Investments LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
North Star Investment Management Corp. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
FAS Wealth Partners, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NEXT Financial Group, Inc | 6 | 4 | 0.00% | 0.04% | 0.15% | Q2 2019 | Q4 2021 | 10 |
Mayflower Financial Advisors, LLC | 9 | 9 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q4 2022 | 9 |
Janney Montgomery Scott LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 9 |
TPB WEALTH ADVISORS | 9 | 9 | 0.59% | 2.11% | 3.78% | Q1 2021 | Q1 2023 | 9 |
Gerber Kawasaki Wealth & Investment Management | 9 | 9 | 0.00% | 0.23% | 0.35% | Q3 2021 | Q3 2023 | 9 |
Sowell Financial Services LLC | 8 | 1 | 0.05% | 0.12% | 0.20% | Q1 2020 | Q3 2022 | 9 |
MEITAV INVESTMENT HOUSE LTD | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
RDA Financial Network | 6 | 3 | 0.09% | 0.10% | 0.12% | Q2 2019 | Q3 2021 | 9 |
Hudock, Inc. | 9 | 9 | 0.00% | 0.08% | 0.15% | Q3 2020 | Q3 2022 | 9 |
Banque Cantonale Vaudoise | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Snowden Capital Advisors LLC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q2 2023 | 9 |
Wealthstreet Investment Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q1 2021 | 9 |
Essex LLC | 9 | 9 | 0.35% | 0.75% | 1.32% | Q3 2021 | Q3 2023 | 9 |
NewEdge Advisors, LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 9 |
Creative Planning | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Belpointe Asset Management LLC | 7 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
BARCLAYS PLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Fisher Asset Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Financial Group, LLC / IL | 8 | 8 | 0.24% | 0.35% | 0.62% | Q4 2021 | Q3 2023 | 8 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Wealthfront Advisers LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Parallel Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Legacy Private Trust Co. | 8 | 8 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FIFTH THIRD BANCORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 8 |
BANK HAPOALIM BM | 5 | 3 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q4 2021 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.15% | 0.22% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Baird Financial Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Aspire Private Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Laidlaw Wealth Management LLC | 8 | 8 | 0.06% | 0.12% | 0.18% | Q4 2020 | Q3 2022 | 8 |
Atom Investors LP | 8 | 8 | 0.08% | 0.21% | 0.40% | Q3 2021 | Q2 2023 | 8 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.03% | 0.05% | 0.13% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Capital Asset Advisory Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Winfield Associates, Inc. | 7 | 7 | 0.12% | 0.20% | 0.30% | Q3 2020 | Q1 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 7 | 7 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q2 2020 | 7 |
Financial Advocates Investment Management | 7 | 7 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q1 2022 | 7 |
Plante Moran Financial Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 7 |
ADVISORS MANAGEMENT GROUP INC /ADV | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q4 2020 | 7 |
Ellis Investment Partners, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 7 |
MATRIX PRIVATE CAPITAL GROUP LLC | 7 | 7 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q2 2022 | 7 |
SONATA CAPITAL GROUP INC | 7 | 7 | 0.11% | 0.16% | 0.18% | Q3 2020 | Q1 2022 | 7 |
1832 Asset Management L.P. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
Good Life Advisors, LLC | 7 | 7 | 0.07% | 0.09% | 0.13% | Q4 2021 | Q2 2023 | 7 |
SIGNATUREFD, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Castle Rock Wealth Management, LLC | 6 | 6 | 0.22% | 0.36% | 0.41% | Q3 2020 | Q4 2021 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.03% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
HRT FINANCIAL LP | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Kestra Advisory Services, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Eagle Strategies LLC | 6 | 6 | 0.20% | 0.27% | 0.39% | Q2 2022 | Q3 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Winslow, Evans & Crocker, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
Sandy Spring Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cetera Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 6 |
Activest Wealth Management | 4 | 2 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q4 2022 | 6 |
Centerpoint Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Claret Asset Management Corp | 6 | 6 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q4 2021 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 6 |
VALLEY NATIONAL ADVISERS INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Brinker Capital Investments, LLC | 6 | 6 | 0.04% | 0.14% | 0.25% | Q2 2019 | Q3 2020 | 6 |
Gladstone Institutional Advisory LLC | 3 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 5 |
Evolution Wealth Advisors, LLC | 5 | 5 | 0.17% | 0.20% | 0.25% | Q4 2021 | Q4 2022 | 5 |
Ahrens Investment Partners LLC | 4 | 1 | 0.01% | 0.09% | 0.29% | Q4 2019 | Q2 2022 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
HOWE & RUSLING INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 5 |
McGuire Investment Group, LLC | 5 | 5 | 0.07% | 0.23% | 0.32% | Q1 2022 | Q1 2023 | 5 |
Avitas Wealth Management LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Texas Yale Capital Corp. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
CENTAURUS FINANCIAL, INC. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 5 |
TSFG, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Claro Advisors LLC | 5 | 5 | 0.24% | 0.27% | 0.29% | Q1 2021 | Q1 2022 | 5 |
Perigon Wealth Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q4 2021 | 5 |
Orion Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
STEPHENS INC /AR/ | 5 | 5 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q1 2020 | 5 |
Merrion Investment Management Co, LLC | 5 | 5 | 0.16% | 0.20% | 0.22% | Q4 2020 | Q4 2021 | 5 |
Nachman Norwood & Parrott, Inc | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q2 2021 | 4 |
Avestar Capital, LLC | 2 | 2 | 0.08% | 0.44% | 0.86% | Q3 2019 | Q2 2022 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 4 |
CIBC WORLD MARKET INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WESPAC Advisors, LLC | 4 | 4 | 0.40% | 0.50% | 0.66% | Q4 2017 | Q3 2018 | 4 |
Vestcor Inc | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 1.32% | 1.63% | 1.83% | Q4 2022 | Q3 2023 | 4 |
Quantitative Advantage, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Armbruster Capital Management, Inc. | 4 | 4 | 0.07% | 0.09% | 0.11% | Q1 2022 | Q4 2022 | 4 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 1 | 0.15% | 0.18% | 0.22% | Q4 2021 | Q1 2023 | 4 |
Financial Gravity Asset Management, Inc. | 4 | 4 | 0.00% | 0.03% | 0.13% | Q2 2019 | Q1 2020 | 4 |
Meridian Wealth Management, LLC | 4 | 4 | 0.11% | 0.13% | 0.15% | Q2 2021 | Q1 2022 | 4 |
IPG Investment Advisors LLC | 4 | 4 | 0.04% | 0.12% | 0.18% | Q1 2021 | Q4 2021 | 4 |
Clean Yield Group | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Insight Advisors, LLC/ PA | 4 | 4 | 0.12% | 0.21% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Fieldpoint Private Securities, LLC | 3 | 1 | 0.02% | 0.14% | 0.18% | Q1 2021 | Q2 2022 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 1 | 0.00% | 0.09% | 0.12% | Q3 2020 | Q3 2021 | 4 |
Patriot Financial Group Insurance Agency, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
NIEMANN CAPITAL MANAGEMENT INC | 2 | 1 | 0.24% | 1.43% | 2.42% | Q2 2018 | Q4 2019 | 4 |
Camelot Portfolios, LLC | 4 | 4 | 0.17% | 0.54% | 0.78% | Q3 2020 | Q2 2021 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
HSBC HOLDINGS PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Daiwa Securities Group Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Beacon Pointe Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 4 |
O'Dell Group, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Hills Bank & Trust Co | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
STRATEGIC WEALTH MANAGEMENT INC | 4 | 4 | 0.54% | 0.78% | 0.91% | Q1 2021 | Q4 2021 | 4 |
COLONY GROUP LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
TriaGen Wealth Management LLC | 4 | 4 | 0.45% | 0.57% | 0.65% | Q4 2020 | Q3 2021 | 4 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.01% | 0.20% | 0.32% | Q2 2019 | Q1 2021 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.08% | 0.11% | Q1 2019 | Q3 2019 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Conservest Capital Advisors, Inc. | 3 | 3 | 0.12% | 0.81% | 2.18% | Q2 2021 | Q4 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 1.43% | 1.99% | 2.65% | Q4 2021 | Q3 2022 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 3 |
EPG Wealth Management LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q1 2020 | Q4 2021 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Realta Investment Advisors | 3 | 3 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q4 2019 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 3 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 3 |
Black Swift Group, LLC | 3 | 3 | 0.15% | 0.27% | 0.42% | Q4 2017 | Q2 2018 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.13% | 0.19% | 0.23% | Q2 2018 | Q2 2019 | 3 |
Financial Engines Advisors L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
PROFESSIONAL ADVISORY SERVICES INC | 2 | 2 | 0.18% | 0.22% | 0.26% | Q4 2022 | Q1 2023 | 2 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 2 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q2 2019 | 2 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Cedar Wealth Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
C2C Wealth Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
SENTINEL TRUST CO LBA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Truadvice, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
PEAK6 Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q2 2019 | Q2 2020 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Oak Grove Capital LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q2 2018 | Q3 2018 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2020 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
HCR Wealth Advisors | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Rikoon Group, LLC | 2 | 2 | 0.20% | 0.23% | 0.25% | Q4 2020 | Q1 2021 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Westside Investment Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Savant Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Navalign, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Brookstone Capital Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BBVA USA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
USCA RIA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Islet Management, LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Argent Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Phoenix Wealth Advisors | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q4 2019 | Q4 2019 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Main Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2021 | Q4 2021 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Ulrich Consultants & Investment Group, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2022 | Q2 2022 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2021 | Q1 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 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 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Diversified, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Coppell Advisory Solutions 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 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2022 | Q3 2022 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
ADE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
MAI Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2022 | Q4 2022 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Apella Capital, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Opera Trading Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Friedenthal Financial | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2019 | Q2 2019 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SILVER CAPITAL MANAGEMENT LLC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q4 2017 | Q4 2017 | 1 |
HAP Trading, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Glenview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VALLEY FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2022 | Q3 2022 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own GLOBAL X FDS or have owned GLOBAL X FDS in the past.