Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 22 | 20 | 0.01% | 0.04% | 0.09% | Q1 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NWAM LLC | 32 | 10 | 0.01% | 0.09% | 0.16% | Q1 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 33 | 8 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 41 |
B. Riley Wealth Advisors, Inc. | 24 | 17 | 0.01% | 0.06% | 0.27% | Q2 2013 | Q3 2023 | 41 |
D.A. DAVIDSON & CO. | 36 | 5 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Oxbow Advisors, LLC | 40 | 40 | 0.05% | 1.50% | 3.41% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 33 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
Invesco Ltd. | 24 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
HighTower Advisors, LLC | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
AlphaMark Advisors, LLC | 35 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Cetera Advisors LLC | 16 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 35 |
Cordasco Financial Network | 35 | 35 | 0.01% | 0.13% | 0.96% | Q4 2013 | Q2 2022 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
BALDWIN BROTHERS LLC/MA | 32 | 2 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q4 2023 | 34 |
Private Advisor Group, LLC | 24 | 10 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 34 |
FIFTH THIRD BANCORP | 17 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 33 |
OPTIMUM INVESTMENT ADVISORS | 29 | 1 | 0.02% | 0.14% | 0.44% | Q1 2015 | Q4 2023 | 32 |
Creative Planning | 23 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
Sigma Planning Corp | 25 | 5 | 0.01% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 30 |
STIFEL FINANCIAL CORP | 23 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 29 |
DOLIVER ADVISORS, LP | 10 | 1 | 0.02% | 0.53% | 2.17% | Q4 2013 | Q1 2023 | 29 |
ENTERPRISE FINANCIAL SERVICES CORP | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 29 |
WEBSTER BANK, N. A. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.02% | 0.23% | Q4 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
Stratos Wealth Partners, LTD. | 21 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Highlander Capital Management, LLC | 27 | 27 | 0.10% | 0.25% | 0.35% | Q1 2017 | Q3 2023 | 27 |
BANK OF MONTREAL /CAN/ | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
Moloney Securities Asset Management, LLC | 26 | 26 | 0.03% | 0.11% | 0.20% | Q2 2017 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2022 | 26 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
NEXT Financial Group, Inc | 11 | 6 | 0.00% | 0.01% | 0.09% | Q2 2014 | Q4 2021 | 24 |
Tradewinds Capital Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2022 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 24 |
PNC FINANCIAL SERVICES GROUP, INC. | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 24 |
OPPENHEIMER & CO INC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 23 |
Baird Financial Group, Inc. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 23 |
Tower Research Capital LLC (TRC) | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
Oakworth Capital, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 22 |
BB&T SECURITIES, LLC | 14 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 22 |
Glassman Wealth Services | 19 | 3 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2022 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 5 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 21 |
Apriem Advisors | 16 | 1 | 0.00% | 0.35% | 1.72% | Q2 2013 | Q4 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2019 | 20 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 19 |
JPMORGAN CHASE & CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 19 |
Kistler-Tiffany Companies, LLC | 14 | 5 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 19 |
THOMPSON DAVIS & CO., INC. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2018 | 19 |
ASHFORD CAPITAL MANAGEMENT INC | 19 | 19 | 0.05% | 0.18% | 0.56% | Q1 2019 | Q3 2023 | 19 |
ADELL HARRIMAN & CARPENTER INC | 9 | 2 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q2 2018 | 18 |
Hilltop Holdings Inc. | 12 | 6 | 0.01% | 0.08% | 0.14% | Q1 2015 | Q1 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
FMR LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 17 |
GUGGENHEIM CAPITAL LLC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Ballew Advisors, Inc | 17 | 17 | 0.03% | 0.12% | 0.25% | Q4 2017 | Q4 2021 | 17 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2023 | 17 |
CENTAURUS FINANCIAL, INC. | 15 | 1 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 16 |
IHT Wealth Management, LLC | 13 | 3 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Capital Wealth Alliance, LLC | 16 | 16 | 1.09% | 1.36% | 2.05% | Q4 2019 | Q3 2023 | 16 |
Nuveen Asset Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Brown Advisory Securities, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q1 2020 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
FIRST FOUNDATION ADVISORS | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.13% | 0.26% | Q2 2013 | Q4 2016 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 12 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CULLEN/FROST BANKERS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
HM PAYSON & CO | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Sheaff Brock Investment Advisors, LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q4 2019 | 14 |
American Research & Management Co. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 14 |
DEUTSCHE BANK AG\ | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2018 | 14 |
CAPTRUST FINANCIAL ADVISORS | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 14 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 14 | 14 | 0.07% | 0.18% | 0.41% | Q3 2017 | Q4 2020 | 14 |
Edmonds Duncan Registered Investment Advisors, LLC | 14 | 14 | 0.15% | 0.24% | 0.31% | Q4 2015 | Q1 2019 | 14 |
TRUSTCORE FINANCIAL SERVICES, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 14 |
Virtu KCG Holdings LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2017 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.12% | 0.44% | 0.86% | Q2 2013 | Q2 2016 | 13 |
J.W. COLE ADVISORS, INC. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 | 2 | 0.02% | 0.07% | 0.26% | Q3 2019 | Q3 2023 | 13 |
Truvestments Capital LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q2 2022 | 13 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.01% | 0.13% | 0.41% | Q4 2013 | Q1 2023 | 13 |
GABLES CAPITAL MANAGEMENT INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
Orca Investment Management, LLC | 13 | 13 | 0.12% | 0.22% | 0.33% | Q4 2013 | Q4 2016 | 13 |
Live Oak Private Wealth LLC | 13 | 13 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Transamerica Financial Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 0.17% | 0.20% | 0.24% | Q4 2018 | Q3 2021 | 12 |
Kovack Advisors, Inc. | 7 | 5 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Freestone Capital Holdings, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 12 |
Formidable Asset Management, LLC | 12 | 12 | 0.04% | 1.05% | 1.72% | Q4 2020 | Q3 2023 | 12 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2018 | 12 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
VSR Financial Services, Inc. | 12 | 12 | 0.02% | 0.02% | 0.04% | Q3 2013 | Q2 2016 | 12 |
BREWIN DOLPHIN LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 12 |
RPG Investment Advisory, LLC | 12 | 12 | 0.63% | 1.51% | 2.56% | Q1 2016 | Q4 2018 | 12 |
Realta Investment Advisors | 8 | 2 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Modera Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Bank of New York Mellon Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
Barry Investment Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CENTRAL TRUST Co | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2022 | 11 |
Vanguard Capital Wealth Advisors | 11 | 11 | 0.74% | 0.94% | 1.21% | Q1 2021 | Q3 2023 | 11 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.00% | 0.03% | Q2 2017 | Q1 2023 | 11 |
Princeton Global Asset Management LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CIBC WORLD MARKET INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 11 |
Altium Wealth Management LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Carroll Financial Associates, Inc. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
CAMBRIDGE TRUST CO | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 9 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 10 |
TOWNSQUARE CAPITAL LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 10 |
Alpine Global Management, LLC | 6 | 2 | 0.04% | 0.68% | 1.74% | Q4 2013 | Q2 2020 | 10 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 9 | 1 | 0.02% | 1.79% | 3.72% | Q1 2014 | Q4 2016 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
CORNERSTONE ADVISORS INC | 5 | 1 | 0.01% | 0.30% | 0.58% | Q4 2013 | Q4 2018 | 10 |
First Allied Advisory Services, Inc. | 6 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2018 | 10 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 10 |
Hudock, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
Virtu Financial LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q1 2022 | 10 |
NewEdge Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Moors & Cabot, Inc. | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 9 |
GREAT VALLEY ADVISOR GROUP, INC. | 9 | 9 | 0.01% | 0.39% | 0.73% | Q4 2018 | Q4 2020 | 9 |
New Harbor Financial Group, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 9 |
Capital Financial Services, LLC | 9 | 9 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q4 2022 | 9 |
Perigon Wealth Management, LLC | 7 | 2 | 0.06% | 0.13% | 0.32% | Q2 2014 | Q3 2016 | 9 |
Advisors Asset Management, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2022 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2023 | 9 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 9 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 9 |
All Terrain Financial Advisors, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2020 | 9 |
BLAIR WILLIAM & CO/IL | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 8 |
WEALTHSOURCE PARTNERS, LLC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q2 2023 | 8 |
Merriman Wealth Management, LLC | 5 | 1 | 0.01% | 0.03% | 0.15% | Q4 2013 | Q4 2018 | 8 |
Elite Wealth Management, Inc. | 8 | 8 | 0.22% | 0.27% | 0.34% | Q3 2013 | Q2 2015 | 8 |
Sargent Bickham Lagudis LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.25% | 0.74% | Q4 2013 | Q4 2022 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q4 2023 | 8 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2021 | 8 |
Atlas Private Wealth Advisors | 6 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 8 |
Stonebridge Financial Planning Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 8 |
RATIONAL ADVISORS LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2011 | Q3 2013 | 8 |
Detalus Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Live Your Vision, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2017 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 7 |
Allegis Investment Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q1 2018 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.39% | 0.79% | 1.32% | Q2 2013 | Q4 2014 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 0.23% | 0.40% | Q2 2013 | Q4 2014 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 7 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 7 |
Vident Investment Advisory, LLC | 7 | 7 | 0.39% | 0.55% | 0.75% | Q2 2015 | Q4 2016 | 7 |
Madden Advisory Services, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2015 | 7 |
LVZ, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MARINER INVESTMENT GROUP LLC | 2 | 1 | 0.09% | 0.57% | 1.19% | Q4 2013 | Q1 2021 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PINNACLE ASSOCIATES LTD | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Bruderman Asset Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 6 |
Guild Investment Management, Inc. | 5 | 1 | 0.10% | 0.73% | 1.69% | Q3 2016 | Q2 2019 | 6 |
Maple Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Arkos Global Advisors | 4 | 2 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2020 | 6 |
Alexandria Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 6 |
AMERIPRISE FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 6 |
NORTHERN TRUST CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
BOSTON PRIVATE BANK & TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Gary Goldberg Planning Services Inc | 3 | 3 | 0.00% | 0.17% | 0.45% | Q1 2013 | Q4 2014 | 6 |
STEPHENS INC /AR/ | 4 | 2 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q2 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
DF DENT & CO INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
BOKF, NA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Pinkerton Retirement Specialists, LLC | 5 | 1 | 0.00% | 0.01% | 0.08% | Q1 2015 | Q4 2017 | 6 |
HUNTINGTON NATIONAL BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2011 | Q1 2013 | 6 |
Weaver Consulting Group | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
ASSOCIATED BANC-CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
CENTRAL BANK & TRUST CO | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2019 | 5 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Delta Investment Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q1 2021 | 5 |
EULAV Asset Management | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
BANK OF NOVA SCOTIA | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 5 |
Sandy Spring Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2020 | 5 |
NATIONAL PLANNING CORP | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2015 | 5 |
RMB Capital Management, LLC | 4 | 1 | 0.00% | 0.05% | 0.09% | Q4 2018 | Q4 2020 | 5 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
Gemmer Asset Management LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q1 2018 | 5 |
FINANCIAL COUNSELORS INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
AE Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2017 | 4 |
CTC Alternative Strategies, Ltd. | 2 | 1 | 0.10% | 0.20% | 0.36% | Q4 2013 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q2 2021 | 4 |
OTA Financial Group L.P. | 1 | 1 | 0.25% | 0.47% | 0.66% | Q2 2013 | Q2 2015 | 4 |
Cornerstone Advisors, LLC | 2 | 2 | 0.01% | 0.25% | 0.48% | Q1 2020 | Q1 2021 | 4 |
Adams Wealth Management | 4 | 4 | 0.05% | 0.12% | 0.16% | Q4 2019 | Q3 2020 | 4 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2021 | 4 |
Quantedge Capital Pte Ltd | 4 | 4 | 0.10% | 0.85% | 1.58% | Q4 2020 | Q3 2021 | 4 |
Bramshill Investments, LLC | 4 | 4 | 0.29% | 0.34% | 0.43% | Q4 2017 | Q3 2018 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.16% | 0.20% | 0.25% | Q2 2013 | Q1 2014 | 4 |
Continuum Advisory, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q4 2016 | 4 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2014 | Q3 2015 | 4 |
Pacific Sage Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.10% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 4 | 4 | 0.11% | 0.14% | 0.17% | Q4 2014 | Q3 2015 | 4 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.04% | 0.20% | 0.33% | Q3 2016 | Q3 2018 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
1832 Asset Management L.P. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Stolper Co | 4 | 4 | 0.29% | 0.37% | 0.45% | Q3 2020 | Q2 2021 | 4 |
WealthTrust Fairport, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
Concorde Asset Management, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2021 | 4 |
Winch Advisory Services, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Vectors Research Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Pinnacle Summer Investments, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
FREEDOM WEALTH ALLIANCE, LLC | 3 | 3 | 0.23% | 0.24% | 0.25% | Q4 2022 | Q2 2023 | 3 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Claybrook Capital, LLC | 3 | 3 | 0.11% | 0.17% | 0.20% | Q3 2019 | Q1 2020 | 3 |
Stiles Financial Services Inc | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Vantage Financial Partners, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
WHITTIER TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.06% | 0.08% | 0.09% | Q4 2014 | Q2 2015 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q3 2015 | 3 |
O'Brien Greene & Co. Inc | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q4 2020 | 3 |
FWL INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Arlington Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Coe Capital Management, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2016 | Q3 2016 | 3 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.20% | 0.23% | Q4 2013 | Q4 2016 | 3 |
SUNTRUST BANKS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2019 | 3 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q4 2020 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
FRANKLIN RESOURCES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 3 |
Opera Trading Capital | 2 | 1 | 0.07% | 0.09% | 0.14% | Q4 2015 | Q4 2018 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.02% | 0.57% | 1.36% | Q2 2013 | Q4 2013 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Integrated Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Integrated Advisors Network LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Southland Equity Partners LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2019 | 2 |
CTC Capital Management, LLC | 2 | 2 | 0.09% | 0.12% | 0.16% | Q4 2022 | Q1 2023 | 2 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2019 | 2 |
Measured Wealth Private Client Group, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2019 | Q3 2019 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 2 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 2 |
FIRST INTERSTATE BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2016 | 2 |
PRIVATE MANAGEMENT GROUP INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q1 2016 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2021 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q1 2014 | 2 |
Mutual Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2013 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
MONROE BANK & TRUST/MI | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
BOENNING & SCATTERGOOD, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Hendershot Investments Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 2 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2 | 2 | 0.11% | 0.17% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Plante Moran Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MITCHELL SINKLER & STARR/PA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Advisor OS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Risk Paradigm Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Filament LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Townsend & Associates, Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NORRIS PERNE & FRENCH LLP/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Telos Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Relative Value Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Efficient Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Elequin Capital, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Quad-Cities Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Diversified Portfolios, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2016 | Q4 2016 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Round Rock Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hirtle Callaghan & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BSW Wealth Partners | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
NIXON PEABODY TRUST CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PFG Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
FIRST MERCHANTS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q4 2012 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
L. Roy Papp & Associates, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own GAMCO GLOBAL GOLD NAT RES & or have owned GAMCO GLOBAL GOLD NAT RES & in the past.