Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 42 |
Citadel Advisors | 14 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 39 |
Cutler Group LLC / CA | 16 | 1 | 0.00% | 0.00% | 0.03% | Q4 2018 | Q3 2023 | 29 |
JANE STREET GROUP, LLC | 20 | 20 | 0.00% | 0.01% | 0.07% | Q4 2018 | Q3 2023 | 28 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.24% | 1.24% | Q1 2016 | Q3 2023 | 21 |
Betterment LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Valeo Financial Advisors, LLC | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
American Money Management, LLC | 21 | 21 | 1.00% | 1.68% | 2.57% | Q3 2018 | Q3 2023 | 21 |
Sigma Planning Corp | 20 | 20 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Pekin Hardy Strauss, Inc. | 20 | 20 | 0.08% | 0.23% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Parkside Financial Bank & Trust | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
WHITTIER TRUST CO | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
A. D. Beadell Investment Counsel, Inc. | 20 | 20 | 0.53% | 1.21% | 1.59% | Q4 2018 | Q3 2023 | 20 |
SYNOVUS FINANCIAL CORP | 20 | 20 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Marble Harbor Investment Counsel, LLC | 20 | 20 | 0.12% | 0.16% | 0.20% | Q4 2018 | Q3 2023 | 20 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.12% | 0.18% | 0.26% | Q4 2018 | Q3 2023 | 20 |
LPL Financial LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Apriem Advisors | 20 | 20 | 0.03% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
UBS Group AG | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Financial Advocates Investment Management | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
BARCLAYS PLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
JPMORGAN CHASE & CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Waverton Investment Management Ltd | 20 | 20 | 0.27% | 0.40% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Tradewinds Capital Management, LLC | 20 | 20 | 0.01% | 0.33% | 4.25% | Q4 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Creative Planning | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Wealth Alliance Advisory Group, LLC | 20 | 20 | 0.32% | 0.51% | 0.72% | Q4 2018 | Q3 2023 | 20 |
Almanack Investment Partners, LLC. | 16 | 4 | 0.04% | 2.43% | 8.26% | Q3 2018 | Q3 2023 | 20 |
HighTower Advisors, LLC | 20 | 20 | 0.08% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Sandy Spring Bank | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Family Capital Trust Co | 20 | 20 | 0.09% | 0.11% | 0.13% | Q4 2018 | Q3 2023 | 20 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Mutual Advisors, LLC | 20 | 20 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Chicago Capital, LLC | 20 | 20 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Harvest Fund Management Co., Ltd | 20 | 20 | 0.03% | 0.43% | 0.80% | Q4 2018 | Q3 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Madden Advisory Services, Inc. | 20 | 20 | 0.24% | 0.33% | 0.49% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
MORGAN STANLEY | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Cambria Investment Management, L.P. | 20 | 20 | 0.04% | 0.12% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Allen Capital Group, LLC | 16 | 3 | 1.27% | 2.58% | 4.22% | Q4 2018 | Q3 2023 | 19 |
GM Advisory Group, LLC | 19 | 19 | 0.04% | 0.10% | 0.25% | Q1 2019 | Q3 2023 | 19 |
SIGNATUREFD, LLC | 12 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 17 | 2 | 0.01% | 0.05% | 0.13% | Q4 2018 | Q3 2023 | 19 |
Proficio Capital Partners LLC | 17 | 1 | 0.07% | 0.29% | 0.46% | Q3 2018 | Q3 2023 | 18 |
Parallel Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Hanson & Doremus Investment Management | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Asset Advisors Investment Management, LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.03% | 0.07% | 0.16% | Q1 2019 | Q3 2023 | 18 |
Gradient Investments LLC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 17 |
WT Wealth Management | 17 | 17 | 0.46% | 2.14% | 5.79% | Q3 2019 | Q3 2023 | 17 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
TRUST CO OF TOLEDO NA /OH/ | 17 | 17 | 0.04% | 0.08% | 0.11% | Q4 2019 | Q4 2023 | 17 |
AdvisorNet Financial, Inc | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Steward Partners Investment Advisory, LLC | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 17 |
SeaCrest Wealth Management, LLC | 15 | 2 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q2 2023 | 17 |
Hudock, Inc. | 17 | 17 | 0.06% | 2.69% | 6.63% | Q4 2018 | Q4 2022 | 17 |
STIFEL FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
JNBA Financial Advisors | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 16 |
Koshinski Asset Management, Inc. | 13 | 1 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 16 |
UBP Investment Advisors SA | 16 | 16 | 4.54% | 5.75% | 7.12% | Q4 2018 | Q3 2022 | 16 |
Janney Montgomery Scott LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
STEEL GROVE CAPITAL ADVISORS, LLC | 16 | 16 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Cetera Investment Advisers | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Kalos Management, Inc. | 16 | 16 | 0.26% | 0.56% | 0.92% | Q3 2018 | Q2 2022 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.12% | 0.26% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Capital Wealth Alliance, LLC | 16 | 16 | 0.18% | 0.49% | 1.52% | Q4 2019 | Q3 2023 | 16 |
B & T Capital Management DBA Alpha Capital Management | 14 | 2 | 0.04% | 0.97% | 4.74% | Q4 2018 | Q3 2023 | 16 |
SlateStone Wealth, LLC | 16 | 16 | 0.04% | 0.09% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Cypress Capital, LLC | 9 | 3 | 1.21% | 2.74% | 4.44% | Q2 2019 | Q3 2023 | 16 |
BREWIN DOLPHIN LTD | 15 | 15 | 0.02% | 0.08% | 0.12% | Q4 2018 | Q2 2022 | 15 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Mirae Asset Global Investments Co., Ltd. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Belpointe Asset Management LLC | 15 | 15 | 0.02% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Advisory Services Network, LLC | 9 | 2 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 15 |
Darwin Wealth Management, LLC | 15 | 15 | 0.04% | 2.21% | 4.98% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.36% | 0.55% | 0.86% | Q4 2019 | Q3 2023 | 15 |
BCM ADVISORS, LLC | 15 | 15 | 1.02% | 1.23% | 1.59% | Q1 2020 | Q3 2023 | 15 |
GLENMEDE TRUST CO NA | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
Xcel Wealth Management, LLC | 15 | 15 | 0.29% | 0.53% | 1.36% | Q1 2020 | Q3 2023 | 15 |
BFSG, LLC | 15 | 15 | 0.52% | 0.75% | 1.23% | Q1 2020 | Q3 2023 | 15 |
Barry Investment Advisors, LLC | 12 | 3 | 0.06% | 0.80% | 3.88% | Q4 2018 | Q3 2022 | 15 |
SFMG, LLC | 14 | 14 | 0.02% | 0.30% | 1.05% | Q2 2020 | Q3 2023 | 14 |
Baird Financial Group, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SCOTIA CAPITAL INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Aspire Private Capital, LLC | 14 | 14 | 0.00% | 0.10% | 0.52% | Q2 2020 | Q3 2023 | 14 |
Geneos Wealth Management Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
Claraphi Advisory Network, LLC | 14 | 14 | 0.07% | 0.30% | 0.52% | Q3 2019 | Q4 2022 | 14 |
West Branch Capital LLC | 14 | 14 | 0.10% | 0.15% | 0.36% | Q2 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.00% | 0.03% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Pinkerton Retirement Specialists, LLC | 6 | 3 | 0.42% | 0.98% | 2.22% | Q3 2019 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Capital Advisory Group Advisory Services, LLC | 14 | 14 | 0.38% | 0.74% | 1.21% | Q2 2020 | Q3 2023 | 14 |
NWAM LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
HARBOUR INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.35% | 0.41% | 0.53% | Q2 2020 | Q3 2023 | 14 |
Narwhal Capital Management | 14 | 14 | 0.28% | 0.33% | 0.46% | Q2 2020 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
COLONY GROUP LLC | 13 | 13 | 0.02% | 0.32% | 0.87% | Q3 2020 | Q3 2023 | 13 |
V Wealth Advisors LLC | 13 | 13 | 0.05% | 0.09% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Robertson Stephens Wealth Management, LLC | 13 | 13 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q2 2023 | 13 |
Brookstone Capital Management | 13 | 13 | 0.01% | 0.10% | 0.70% | Q3 2020 | Q3 2023 | 13 |
Arete Wealth Advisors, LLC | 13 | 13 | 0.00% | 0.10% | 0.29% | Q2 2020 | Q2 2023 | 13 |
Paragon Advisors, LLC | 13 | 13 | 0.10% | 0.18% | 0.34% | Q3 2020 | Q3 2023 | 13 |
MML INVESTORS SERVICES, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Avidian Wealth Solutions, LLC | 13 | 13 | 0.02% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Virtu Financial LLC | 5 | 1 | 0.04% | 0.33% | 1.03% | Q4 2018 | Q2 2023 | 13 |
Seneca House Advisors | 13 | 13 | 0.12% | 0.38% | 0.50% | Q4 2018 | Q4 2021 | 13 |
Tower Research Capital LLC (TRC) | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
CITIGROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 13 | 13 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q4 2021 | 13 |
True North Advisors, LLC | 10 | 3 | 0.11% | 0.31% | 0.39% | Q2 2020 | Q3 2023 | 13 |
Newman Dignan & Sheerar, Inc. | 11 | 1 | 0.03% | 2.51% | 3.22% | Q2 2019 | Q3 2023 | 13 |
INGALLS & SNYDER LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Northeast Financial Group, Inc. | 12 | 12 | 0.28% | 0.50% | 0.80% | Q4 2020 | Q3 2023 | 12 |
Mountain Lake Investment Management LLC | 12 | 12 | 0.29% | 5.85% | 12.31% | Q4 2020 | Q3 2023 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 0.24% | 0.70% | 1.49% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.18% | 0.33% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.42% | 0.53% | 0.65% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.86% | 1.20% | 1.46% | Q4 2020 | Q3 2023 | 12 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.08% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Seven Post Investment Office LP | 12 | 12 | 0.08% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
HRT FINANCIAL LP | 10 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
IRON Financial LLC | 12 | 12 | 0.12% | 0.16% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Castle Rock Wealth Management, LLC | 9 | 3 | 0.09% | 0.26% | 0.45% | Q2 2020 | Q3 2023 | 12 |
Quantitative Advantage, LLC | 12 | 12 | 0.40% | 0.49% | 0.60% | Q2 2020 | Q1 2023 | 12 |
Chevy Chase Trust Holdings, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
BANK OF MONTREAL /CAN/ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 11 |
White Lighthouse Investment Management Inc. | 11 | 11 | 0.08% | 0.17% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Beaumont Financial Partners, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2022 | 11 |
BOENNING & SCATTERGOOD, INC. | 11 | 11 | 0.04% | 0.10% | 0.20% | Q2 2020 | Q4 2022 | 11 |
180 WEALTH ADVISORS, LLC | 11 | 11 | 0.26% | 0.88% | 1.15% | Q1 2021 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.04% | 0.35% | 1.44% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 11 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11 | 11 | 0.38% | 0.43% | 0.48% | Q1 2021 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
STRATEGIC CAPITAL ADVISERS, INC. | 11 | 11 | 0.24% | 0.28% | 0.34% | Q4 2019 | Q2 2022 | 11 |
Terra Nova Asset Management LLC | 6 | 5 | 0.51% | 0.76% | 0.97% | Q4 2020 | Q3 2023 | 11 |
Lido Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.24% | 0.31% | 0.39% | Q4 2020 | Q2 2023 | 11 |
Laffer Tengler Investments, Inc. | 11 | 11 | 0.02% | 0.10% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Camelot Portfolios, LLC | 11 | 11 | 0.31% | 0.68% | 1.24% | Q4 2019 | Q2 2022 | 11 |
Larson Financial Group LLC | 9 | 2 | 0.01% | 0.22% | 0.64% | Q2 2020 | Q3 2023 | 11 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.01% | 0.12% | 0.46% | Q3 2019 | Q3 2023 | 11 |
Nadler Financial Group, Inc. | 11 | 11 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
First Ascent Asset Management, LLC | 9 | 1 | 0.06% | 0.09% | 0.19% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.03% | 0.10% | Q1 2021 | Q3 2023 | 10 |
Avestar Capital, LLC | 10 | 10 | 0.04% | 1.10% | 2.56% | Q4 2018 | Q1 2021 | 10 |
NORTHERN TRUST CORP | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 10 |
Prostatis Group LLC | 9 | 1 | 0.02% | 1.65% | 10.78% | Q4 2019 | Q2 2023 | 10 |
GROUP ONE TRADING, L.P. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
COLLECTIVE FAMILY OFFICE LLC | 8 | 2 | 0.11% | 0.56% | 1.14% | Q4 2020 | Q2 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Savior LLC | 6 | 2 | 0.01% | 1.38% | 6.64% | Q2 2020 | Q3 2023 | 10 |
Atria Investments, Inc | 8 | 2 | 0.03% | 0.16% | 0.41% | Q2 2020 | Q3 2023 | 10 |
GeoWealth Management, LLC | 7 | 3 | 0.00% | 0.37% | 1.39% | Q2 2020 | Q1 2023 | 10 |
FormulaFolio Investments, LLC | 10 | 10 | 0.28% | 1.16% | 2.24% | Q1 2019 | Q2 2021 | 10 |
Professional Financial Advisors, LLC | 9 | 9 | 0.02% | 0.02% | 0.05% | Q3 2020 | Q3 2022 | 9 |
Acorn Wealth Advisors, LLC | 8 | 1 | 0.13% | 0.17% | 0.21% | Q3 2020 | Q3 2023 | 9 |
SouthState Corp | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Resonant Capital Advisors, LLC | 6 | 3 | 0.08% | 0.18% | 0.26% | Q4 2019 | Q3 2023 | 9 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 9 |
Ancora Advisors LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
Cordasco Financial Network | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 9 |
Pensionmark Financial Group, LLC | 5 | 4 | 0.06% | 0.19% | 0.34% | Q4 2019 | Q3 2023 | 9 |
Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
EPG Wealth Management LLC | 9 | 9 | 0.13% | 0.16% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Pinnacle Bancorp, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 9 |
OPPENHEIMER & CO INC | 8 | 1 | 0.00% | 0.03% | 0.23% | Q4 2019 | Q1 2022 | 9 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 9 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ETF Store, Inc. | 8 | 8 | 0.52% | 0.61% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Plante Moran Financial Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 3.27% | 3.91% | 4.56% | Q4 2021 | Q3 2023 | 8 |
Ervin Investment Management, LLC | 8 | 8 | 0.25% | 0.63% | 0.98% | Q4 2021 | Q3 2023 | 8 |
MBA Advisors LLC | 8 | 8 | 0.10% | 0.13% | 0.19% | Q1 2021 | Q4 2022 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q3 2023 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Beacon Pointe Advisors, LLC | 7 | 1 | 0.02% | 0.09% | 0.16% | Q3 2021 | Q3 2023 | 8 |
Warren Street Wealth Advisors, LLC | 8 | 8 | 0.44% | 0.64% | 0.85% | Q4 2021 | Q3 2023 | 8 |
CreativeOne Wealth, LLC | 5 | 3 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 8 |
swisspartners Ltd. | 8 | 8 | 3.68% | 4.39% | 5.22% | Q4 2020 | Q3 2022 | 8 |
Eudaimonia Partners, LLC | 6 | 2 | 0.02% | 0.46% | 2.17% | Q4 2019 | Q2 2022 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
KINGS POINT CAPITAL MANAGEMENT | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
IMC-Chicago, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
Greenline Partners, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2022 | 8 |
IndexIQ Advisors LLC | 6 | 2 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q1 2022 | 8 |
CAPE COD FIVE CENTS SAVINGS BANK | 8 | 8 | 0.16% | 0.33% | 0.99% | Q4 2021 | Q3 2023 | 8 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2021 | 7 |
SHEETS SMITH WEALTH MANAGEMENT | 7 | 7 | 0.12% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
US BANCORP \DE\ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
JFS WEALTH ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q1 2021 | 7 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.04% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 5 | 2 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Kestra Advisory Services, LLC | 6 | 1 | 0.00% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.02% | 0.07% | Q1 2022 | Q3 2023 | 7 |
AMERIPRISE FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Concepts LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2021 | 7 |
CUTLER INVESTMENT COUNSEL LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Cypress Wealth Services, LLC | 7 | 7 | 0.06% | 0.07% | 0.07% | Q2 2019 | Q4 2020 | 7 |
China Universal Asset Management Co., Ltd. | 7 | 7 | 0.67% | 0.92% | 1.09% | Q1 2022 | Q3 2023 | 7 |
First Pacific Financial | 5 | 2 | 0.03% | 0.32% | 0.71% | Q4 2020 | Q3 2023 | 7 |
MATHER GROUP, LLC. | 7 | 7 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
SimpliFi, Inc. | 7 | 7 | 2.44% | 4.65% | 5.64% | Q3 2019 | Q1 2021 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 6 |
Resurgent Financial Advisors LLC | 6 | 6 | 0.14% | 0.22% | 0.31% | Q2 2022 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.36% | 1.28% | 2.98% | Q4 2019 | Q1 2021 | 6 |
MANCHESTER FINANCIAL INC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2021 | 6 |
American Portfolios Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 6 |
Stratos Wealth Advisors, LLC | 6 | 6 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q2 2022 | 6 |
Timber Creek Capital Management LLC | 6 | 6 | 1.52% | 1.58% | 1.72% | Q2 2022 | Q3 2023 | 6 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Elevated Capital Advisors, LLC | 3 | 1 | 0.39% | 0.59% | 0.87% | Q1 2019 | Q3 2023 | 6 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Cetera Advisors LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Allworth Financial LP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 6 |
Brown Advisory Securities, LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2021 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.18% | 2.57% | 6.81% | Q1 2022 | Q2 2023 | 6 |
Mariner, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 6 |
B. Riley Wealth Advisors, Inc. | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 6 |
First Horizon Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Capstone Triton Financial Group, LLC | 6 | 6 | 0.49% | 0.72% | 1.67% | Q4 2020 | Q1 2022 | 6 |
PACIFIC FINANCIAL GROUP INC | 3 | 2 | 1.30% | 2.32% | 3.58% | Q1 2022 | Q3 2023 | 5 |
St. James Investment Advisors, LLC | 5 | 5 | 0.34% | 0.81% | 1.27% | Q4 2021 | Q4 2022 | 5 |
Steward Financial Group LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Bank of New York Mellon Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Dakota Wealth Management | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Aveo Capital Partners, LLC | 5 | 5 | 0.72% | 0.79% | 0.86% | Q4 2018 | Q4 2019 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.08% | 0.17% | Q1 2020 | Q1 2021 | 5 |
EATON VANCE MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Charles Schwab Trust Co | 5 | 5 | 0.05% | 0.09% | 0.15% | Q4 2019 | Q4 2020 | 5 |
STAPP WEALTH MANAGEMENT, PLLC | 5 | 5 | 5.87% | 7.14% | 8.46% | Q3 2022 | Q3 2023 | 5 |
Strategic Financial Services, Inc, | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q4 2019 | 5 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 5 | 5 | 0.06% | 0.11% | 0.12% | Q4 2020 | Q4 2021 | 5 |
Vontobel Holding Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EXANE DERIVATIVES | 5 | 5 | 0.88% | 1.14% | 1.46% | Q1 2021 | Q1 2022 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.37% | 0.53% | 0.69% | Q3 2022 | Q3 2023 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
LexAurum Advisors, LLC | 5 | 5 | 0.47% | 0.51% | 0.55% | Q3 2020 | Q3 2021 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Kingsview Wealth Management, LLC | 5 | 5 | 0.07% | 0.09% | 0.13% | Q4 2018 | Q4 2019 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
VALLEY NATIONAL ADVISERS INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Empowered Funds, LLC | 2 | 1 | 0.07% | 0.40% | 0.82% | Q4 2021 | Q3 2023 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 5 |
Versant Capital Management, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
tru Independence LLC | 5 | 5 | 0.01% | 0.92% | 2.24% | Q4 2019 | Q4 2020 | 5 |
GPS Wealth Strategies Group, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 3.90% | 4.47% | 5.11% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 5 |
Essex Financial Services, Inc. | 5 | 5 | 0.12% | 0.14% | 0.17% | Q2 2021 | Q2 2022 | 5 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 4 |
Spire Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Glenview Trust Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Financial Services Advisory Inc | 2 | 2 | 0.78% | 4.41% | 13.75% | Q4 2018 | Q4 2019 | 4 |
Financial & Tax Architects, LLC | 2 | 1 | 0.10% | 0.33% | 0.54% | Q1 2021 | Q2 2023 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.07% | 0.10% | 0.14% | Q3 2022 | Q2 2023 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Financial Designs Corp | 4 | 4 | 0.15% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Astor Investment Management LLC | 4 | 4 | 0.00% | 3.25% | 4.51% | Q2 2020 | Q1 2021 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 4 | 4 | 1.04% | 1.31% | 1.67% | Q3 2020 | Q2 2021 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q3 2019 | 4 |
Financial Insights, Inc. | 2 | 1 | 0.11% | 0.23% | 0.34% | Q2 2021 | Q3 2023 | 4 |
Inspire Advisors, LLC | 4 | 4 | 0.06% | 0.13% | 0.25% | Q4 2022 | Q3 2023 | 4 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.01% | 0.04% | 0.12% | Q2 2021 | Q2 2023 | 4 |
Curran Financial Partners, LLC | 4 | 4 | 0.12% | 0.17% | 0.22% | Q4 2020 | Q3 2021 | 4 |
Modus Advisors, LLC | 3 | 1 | 0.01% | 0.11% | 0.22% | Q4 2019 | Q2 2021 | 4 |
BOS Asset Management, LLC | 4 | 4 | 1.81% | 2.65% | 3.25% | Q4 2022 | Q3 2023 | 4 |
Upper Left Wealth Management, LLC | 4 | 4 | 0.28% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Advisory Group, Inc. | 4 | 4 | 0.05% | 1.32% | 2.40% | Q4 2018 | Q3 2019 | 4 |
PITTENGER & ANDERSON INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 3.02% | 3.16% | 3.41% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.53% | 0.73% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Leelyn Smith, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Certified Advisory Corp | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2021 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.74% | 0.84% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Sargent Investment Group, LLC | 3 | 1 | 0.05% | 0.09% | 0.11% | Q1 2020 | Q3 2021 | 4 |
Guild Investment Management, Inc. | 4 | 4 | 5.63% | 9.51% | 15.44% | Q4 2018 | Q3 2019 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q4 2022 | 4 |
IHT Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Curtis Advisory Group, LLC | 4 | 4 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q3 2021 | 4 |
Oxbow Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CREDIT SUISSE AG/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Transform Wealth, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.06% | 0.07% | 0.07% | Q1 2010 | Q3 2023 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.10% | 0.54% | 0.71% | Q4 2019 | Q3 2020 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Perigon Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q4 2020 | 3 |
Titan Capital Management, LLC /TX | 1 | 1 | 0.14% | 0.17% | 0.19% | Q2 2019 | Q2 2021 | 3 |
Econ Financial Services Corp | 2 | 1 | 0.60% | 1.28% | 2.19% | Q4 2021 | Q3 2022 | 3 |
Anson Capital, Inc. | 3 | 3 | 2.07% | 2.63% | 3.06% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.80% | 1.31% | Q1 2023 | Q3 2023 | 3 |
Slow Capital, Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q1 2021 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 3 |
MOTCO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 3 |
AXA S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Bay Harbor Wealth Management, LLC | 3 | 3 | 0.12% | 0.19% | 0.25% | Q2 2020 | Q4 2020 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIRST FOUNDATION ADVISORS | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
BRIGADE CAPITAL MANAGEMENT, LP | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q4 2020 | 3 |
BRYN MAWR TRUST Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Intercontinental Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q4 2019 | 3 |
Fiduciary Trust Co International of Pennsylvania | 3 | 3 | 0.02% | 0.07% | 0.18% | Q3 2019 | Q1 2020 | 3 |
Cribstone Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
IPG Investment Advisors LLC | 3 | 3 | 0.18% | 0.20% | 0.21% | Q4 2018 | Q2 2019 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2020 | 3 |
Outlook Wealth Advisors, LLC | 3 | 3 | 0.54% | 0.62% | 0.72% | Q2 2020 | Q4 2020 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
SVB WEALTH LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 3 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Parallax Volatility Advisers, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Lloyd Advisory Services, LLC. | 3 | 3 | 0.16% | 0.18% | 0.21% | Q2 2020 | Q4 2020 | 3 |
MATRIX PRIVATE CAPITAL GROUP LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q2 2022 | 3 |
Partnervest Advisory Services LLC | 2 | 1 | 0.07% | 0.13% | 0.19% | Q3 2019 | Q2 2020 | 3 |
NORTHSTAR INVESTMENT ADVISORS LLC | 3 | 3 | 0.24% | 0.33% | 0.50% | Q4 2020 | Q2 2021 | 3 |
FREEDOM WEALTH ALLIANCE, LLC | 3 | 3 | 0.36% | 0.60% | 1.04% | Q4 2022 | Q2 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
LITTLE HOUSE CAPITAL LLC | 3 | 3 | 0.37% | 1.12% | 1.91% | Q2 2020 | Q4 2020 | 3 |
Tevis Investment Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
CABANA LLC | 3 | 3 | 0.03% | 0.15% | 0.33% | Q3 2019 | Q1 2020 | 3 |
Balentine LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.41% | 0.58% | 0.74% | Q1 2023 | Q3 2023 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CNB Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Castleview Partners, LLC | 3 | 3 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Private Ocean, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
RHS Financial, LLC | 2 | 2 | 0.78% | 0.87% | 0.97% | Q3 2020 | Q4 2020 | 2 |
St. James Investment Company, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GUARDIAN POINT CAPITAL, LP | 2 | 2 | 12.14% | 12.85% | 13.56% | Q1 2022 | Q2 2022 | 2 |
Metis Global Partners, LLC | 2 | 2 | 2.45% | 2.61% | 2.77% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2017 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Red Door Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Strategic Investment Advisors / MI | 2 | 2 | 0.68% | 0.69% | 0.69% | Q2 2020 | Q3 2020 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.86% | 1.15% | 1.45% | Q2 2023 | Q3 2023 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
American Trust | 1 | 1 | 0.10% | 0.22% | 0.34% | Q2 2022 | Q2 2023 | 2 |
AJ WEALTH STRATEGIES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.24% | 0.25% | 0.27% | Q3 2022 | Q1 2023 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Paragon Private Wealth Management, LLC | 2 | 2 | 0.16% | 0.18% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
COLUMBIA ADVISORY PARTNERS LLC | 2 | 2 | 0.27% | 0.28% | 0.29% | Q4 2022 | Q1 2023 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Richard W. Paul & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q4 2022 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q2 2020 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q4 2022 | Q4 2022 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Osbon Capital Management LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2019 | Q2 2019 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Essex Savings Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Price Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2021 | Q4 2021 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
RFG HOLDINGS, INC. | 1 | 1 | 3.97% | 3.97% | 3.97% | Q1 2022 | Q1 2022 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Founders Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Liquid Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
VIVID FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Belvedere Advisors LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q1 2019 | Q1 2019 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2021 | Q1 2021 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2023 | Q4 2023 | 1 |
Ironvine Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VICUS CAPITAL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2021 | Q1 2021 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2021 | Q4 2021 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 4.00% | 4.00% | 4.00% | Q1 2019 | Q1 2019 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2020 | Q4 2020 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2020 | Q1 2020 | 1 |
AWM CAPITAL, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Pegasus Asset Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tandem Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Sycale Advisors (NY) LLC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q1 2022 | Q1 2022 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 3.55% | 3.55% | 3.55% | Q4 2022 | Q4 2022 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 |
Center For Asset Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Investors Research Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MCIA Inc | 1 | 1 | 8.67% | 8.67% | 8.67% | Q3 2019 | Q3 2019 | 1 |
Northwest Bancshares, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q4 2020 | Q4 2020 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
HM PAYSON & CO | 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 |
Column Capital Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Wealth Management, LLC | 1 | 1 | 2.01% | 2.01% | 2.01% | Q4 2021 | Q4 2021 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own ABERDEEN STD GOLD ETF TR or have owned ABERDEEN STD GOLD ETF TR in the past.