SPROTT PHYSICAL GOLD TRUST shareholder history

Current and past SPROTT PHYSICAL GOLD TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Pekin Hardy Strauss, Inc. 43433.37%7.60%12.32%Q1 2013Q3 202343
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.03%0.18%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.09%Q2 2013Q3 202342
Polar Asset Management Partners Inc. 42420.36%1.36%3.05%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.03%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
LVM CAPITAL MANAGEMENT LTD/MI 42420.05%0.10%0.16%Q2 2013Q3 202342
SPROTT INC. 42420.02%0.52%3.32%Q2 2013Q3 202342
Baker Avenue Asset Management, LP 42420.03%0.11%0.79%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.03%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
Ancora Advisors LLC 42420.03%0.09%0.38%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
EVERGREEN CAPITAL MANAGEMENT LLC 24170.01%0.51%3.10%Q2 2013Q3 202341
JNBA Financial Advisors 41410.00%0.01%0.02%Q3 2013Q3 202341
GLENMEDE TRUST CO NA 41410.00%0.00%0.01%Q3 2013Q3 202341
Family Capital Trust Co 31100.09%0.18%0.23%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
Legacy Private Trust Co. 41410.02%0.03%0.06%Q3 2013Q3 202341
BLAIR WILLIAM & CO/IL 3560.00%0.01%0.02%Q2 2013Q3 202341
Tower Research Capital LLC (TRC) 41410.00%0.00%0.01%Q3 2013Q3 202341
OPPENHEIMER & CO INC 29120.00%0.01%0.04%Q2 2013Q3 202341
Tradewinds Capital Management, LLC 40400.00%0.16%0.73%Q4 2013Q3 202340
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 40400.00%0.00%0.01%Q4 2013Q3 202340
Evanson Asset Management, LLC 40400.06%8.72%17.40%Q4 2013Q3 202340
Cambridge Investment Research Advisors, Inc. 40400.01%0.03%0.12%Q4 2013Q3 202340
Cetera Advisor Networks LLC 22180.02%0.08%0.20%Q3 2013Q3 202340
Bank of New York Mellon Corp 3550.00%0.00%0.00%Q2 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.01%0.01%Q1 2014Q3 202339
ORLEANS CAPITAL MANAGEMENT CORP/LA 25140.10%0.13%0.22%Q4 2013Q3 202339
EP Wealth Advisors, LLC 3180.00%0.05%0.09%Q4 2013Q3 202339
BAILARD, INC. 3120.04%0.31%0.76%Q2 2013Q3 202339
BENNICAS & ASSOCIATES, INC. 39391.37%1.93%2.38%Q2 2013Q4 202239
Private Advisor Group, LLC 39390.02%0.35%1.57%Q1 2014Q3 202339
ACCOUNT MANAGEMENT LLC 3080.31%0.59%1.21%Q2 2013Q3 202338
Creative Planning 1370.00%0.00%0.01%Q2 2013Q3 202338
Hudock, Inc. 38380.00%0.37%1.92%Q2 2013Q3 202238
St. James Investment Company, LLC 3510.03%0.64%8.43%Q2 2013Q3 202338
ENVESTNET ASSET MANAGEMENT INC 3530.00%0.00%0.02%Q4 2013Q3 202338
Beaumont Financial Partners, LLC 38380.10%0.33%0.76%Q2 2013Q3 202238
Highlander Capital Management, LLC 37370.00%0.11%0.17%Q3 2014Q3 202337
CLIFFORD SWAN INVESTMENT COUNSEL LLC 2890.01%0.02%0.06%Q2 2014Q3 202337
Linscomb & Williams, Inc. 37370.01%0.02%0.04%Q1 2014Q1 202337
SCOTIA CAPITAL INC. 2810.00%0.01%0.02%Q3 2013Q3 202337
WHITTIER TRUST CO OF NEVADA INC 3240.00%0.03%0.10%Q2 2013Q3 202336
BRYN MAWR TRUST Co 3510.01%0.02%0.06%Q1 2013Q2 202336
Sigma Planning Corp 36360.02%0.07%0.30%Q4 2014Q3 202336
Ledyard National Bank 3140.01%0.02%0.02%Q2 2013Q1 202335
Janney Montgomery Scott LLC 2910.01%0.03%0.05%Q3 2013Q3 202335
Raymond James Financial Services Advisors, Inc. 2010.00%0.02%0.06%Q2 2013Q3 202335
CENTRAL BANK & TRUST CO 3310.00%0.02%0.02%Q3 2013Q3 202334
Garde Capital, Inc. 34340.02%0.04%0.08%Q2 2015Q3 202334
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2720.00%0.00%0.01%Q4 2013Q3 202334
Freestone Capital Holdings, LLC 33330.00%0.02%0.04%Q3 2015Q3 202333
Bison Wealth, LLC 33330.05%0.13%0.21%Q3 2015Q3 202333
Moors & Cabot, Inc. 32320.02%0.09%0.12%Q4 2015Q3 202332
UBS Group AG 2320.00%0.00%0.00%Q4 2014Q3 202332
OPTIMUM INVESTMENT ADVISORS 1740.00%0.12%0.32%Q2 2014Q4 202332
FOSTER DYKEMA CABOT & CO INC/MA 32320.07%0.13%0.20%Q4 2015Q3 202332
Proficio Capital Partners LLC 32320.08%0.73%2.80%Q4 2015Q3 202332
Baird Financial Group, Inc. 3020.01%0.01%0.03%Q2 2015Q3 202332
HOLLENCREST CAPITAL MANAGEMENT 31310.10%0.12%0.16%Q1 2016Q3 202331
Forest Hill Capital, LLC 31310.61%6.06%10.76%Q1 2016Q3 202331
WELCH & FORBES LLC 31310.00%0.01%0.01%Q1 2016Q3 202331
CIBC WORLD MARKET INC. 31310.00%0.01%0.06%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.01%0.07%0.21%Q1 2016Q3 202331
HBK Sorce Advisory LLC 31310.01%0.02%0.03%Q1 2016Q3 202331
Freedom Investment Management, Inc. 31310.03%0.09%0.16%Q1 2016Q3 202331
FIFTH THIRD BANCORP 31310.00%0.00%0.00%Q1 2016Q3 202331
Peak Financial Management, Inc. 3010.05%0.12%0.15%Q4 2015Q3 202331
STEPHENS INC /AR/ 21100.00%0.01%0.01%Q1 2015Q3 202331
HUNTINGTON NATIONAL BANK 1840.00%0.00%0.00%Q1 2013Q3 202330
OTA Financial Group L.P. 910.12%4.40%14.71%Q2 2013Q4 202230
Avenir Corp 30300.03%0.05%0.08%Q2 2016Q3 202330
WHITTIER TRUST CO 30300.00%0.01%0.02%Q2 2016Q3 202330
Cutter & CO Brokerage, Inc. 30300.03%0.05%0.13%Q2 2016Q3 202330
FIRST MANHATTAN CO. LLC. 16140.00%0.00%0.01%Q2 2013Q3 202330
A. D. Beadell Investment Counsel, Inc. 30301.15%1.63%2.50%Q2 2016Q3 202330
ClearBridge Investments 29290.00%0.00%0.00%Q2 2013Q2 202029
FRONTIER INVESTMENT MGMT CO 29290.03%0.37%4.08%Q2 2013Q2 202029
Private Wealth Partners, LLC 1730.06%0.19%0.64%Q2 2013Q3 202129
Carroll Financial Associates, Inc. 2710.00%0.02%0.06%Q4 2013Q4 202129
Stonebridge Capital Advisors LLC 29290.02%0.03%0.05%Q3 2016Q3 202329
Filament LLC 2810.11%1.46%4.44%Q2 2013Q3 202029
TORONTO DOMINION BANK 1110.00%0.00%0.00%Q2 2015Q3 202328
BSW Wealth Partners 2530.06%0.10%0.39%Q4 2014Q3 202328
Aveo Capital Partners, LLC 28280.07%0.20%1.10%Q4 2016Q3 202328
GOFEN & GLOSSBERG LLC /IL/ 28280.01%0.01%0.01%Q1 2016Q4 202228
Steward Partners Investment Advisory, LLC 28280.00%0.02%0.05%Q4 2016Q3 202328
JANE STREET GROUP, LLC 1010.00%0.00%0.01%Q1 2014Q3 202328
StoneX Group Inc. 2260.09%0.25%0.72%Q3 2016Q3 202328
REGIONS FINANCIAL CORP 2710.00%0.00%0.01%Q1 2016Q3 202328
Carnegie Capital Asset Management, LLC 17100.01%0.03%0.06%Q1 2016Q4 202227
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.05%0.11%Q2 2013Q4 201927
North Star Investment Management Corp. 14120.00%0.08%0.26%Q2 2016Q3 202326
Oxbow Advisors, LLC 2240.03%0.06%0.09%Q2 2015Q1 202326
CHASE INVESTMENT COUNSEL CORP 26260.06%0.93%1.74%Q1 2016Q2 202226
First Personal Financial Services 25250.02%0.03%0.07%Q1 2016Q1 202225
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2410.02%0.04%0.08%Q1 2017Q3 202325
Essex Financial Services, Inc. 25250.06%0.45%0.74%Q3 2017Q3 202325
JPMORGAN CHASE & CO 1110.00%0.00%0.00%Q2 2013Q3 202325
Legacy Capital Partners, Inc. 25251.61%2.03%2.57%Q1 2016Q1 202225
TIAA, FSB 25250.00%0.01%0.01%Q2 2017Q2 202325
Advisory Services Network, LLC 1550.01%0.10%0.19%Q3 2015Q3 202325
Avidian Wealth Solutions, LLC 2220.04%0.08%0.18%Q2 2016Q3 202324
D.A. DAVIDSON & CO. 24240.00%0.02%0.04%Q2 2013Q1 201924
K.J. Harrison & Partners Inc 24240.04%0.40%2.05%Q4 2017Q3 202324
Claret Asset Management Corp 24240.16%0.20%0.28%Q4 2017Q3 202324
Diligent Investors, LLC 24240.04%0.07%0.09%Q4 2017Q3 202324
BROWN BROTHERS HARRIMAN & CO 1510.00%0.00%0.00%Q4 2014Q3 202324
LAU ASSOCIATES LLC 24240.17%1.60%4.93%Q2 2013Q1 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.04%0.06%0.11%Q4 2017Q3 202324
Pacific Center for Financial Services 1820.00%0.05%0.07%Q2 2017Q3 202323
Benchmark Capital Advisors 23230.48%1.46%2.70%Q2 2013Q4 201823
USCA RIA LLC 23230.02%0.03%0.08%Q4 2015Q2 202123
Chicago Capital, LLC 23230.10%0.13%0.20%Q1 2018Q3 202323
WealthTrust-Arizona, LLC 23230.02%0.03%0.06%Q2 2013Q4 201823
WHITE PINE CAPITAL LLC 23230.15%0.22%0.30%Q1 2018Q3 202323
Parallel Advisors, LLC 1670.00%0.00%0.00%Q4 2016Q3 202323
Virtu Financial LLC 2010.01%0.56%2.58%Q2 2013Q3 201923
1832 Asset Management L.P. 2210.00%0.00%0.00%Q2 2017Q3 202323
Wealthcare Advisory Partners LLC 1110.00%0.02%0.09%Q4 2016Q3 202322
FEDERATED HERMES, INC. 920.00%0.01%0.03%Q1 2016Q3 202322
GABLES CAPITAL MANAGEMENT INC. 22220.01%0.01%0.01%Q2 2018Q3 202322
Sterneck Capital Management, LLC 1480.11%0.92%2.13%Q1 2016Q4 202222
JANUS HENDERSON GROUP PLC 1920.00%0.01%0.02%Q2 2013Q1 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Keel Point, LLC 2010.04%0.27%0.56%Q3 2016Q3 202321
Mountain Lake Investment Management LLC 1460.20%2.71%5.39%Q2 2013Q3 202320
Quantum Capital Management, LLC / NJ 20200.12%0.46%1.29%Q2 2013Q1 201820
Beacon Pointe Advisors, LLC 20200.11%0.45%1.36%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.03%0.07%0.14%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 20203.00%4.02%5.35%Q4 2018Q3 202320
Abacus Planning Group, Inc. 20200.26%0.65%1.54%Q4 2018Q3 202320
MACROVIEW INVESTMENT MANAGEMENT LLC 19194.34%6.71%10.08%Q1 2019Q3 202319
CITIGROUP INC 1210.00%0.00%0.00%Q2 2013Q1 202219
Valeo Financial Advisors, LLC 19190.01%0.01%0.02%Q2 2018Q4 202219
BOENNING & SCATTERGOOD, INC. 19190.29%0.36%0.49%Q2 2018Q4 202219
DAVENPORT & Co LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
NEXT Financial Group, Inc 1110.00%0.05%0.12%Q1 2016Q4 202119
Stratos Wealth Partners, LTD. 1410.00%0.02%0.06%Q1 2016Q3 202319
IFP Advisors, Inc 1110.00%0.01%0.04%Q4 2015Q3 202319
RAYMOND JAMES TRUST N.A. 19190.01%0.01%0.02%Q1 2019Q3 202319
Mariner, LLC 1450.00%0.01%0.04%Q4 2014Q3 202319
Guild Investment Management, Inc. 1710.33%5.78%11.11%Q1 2012Q3 202319
Onex Canada Asset Management Inc. 1360.01%0.01%0.01%Q2 2013Q4 201919
IHT Wealth Management, LLC 1090.01%0.06%0.21%Q4 2016Q3 202319
WealthBridge Capital Management, LLC 1360.06%0.08%0.11%Q4 2018Q3 202319
New Harbor Financial Group, LLC 910.02%0.20%1.50%Q3 2013Q3 202318
INGALLS & SNYDER LLC 1530.01%0.02%0.04%Q2 2016Q3 202318
Commonwealth Equity Services, Inc 18180.07%0.10%0.14%Q2 2013Q3 201718
TWO SIGMA SECURITIES, LLC 310.00%0.03%0.15%Q4 2014Q3 202318
Weiss Asset Management LP 410.04%3.39%23.08%Q2 2013Q3 202318
AMERICAN CENTURY COMPANIES INC 18180.00%0.00%0.00%Q2 2013Q3 201718
First Allied Advisory Services, Inc. 940.01%0.02%0.04%Q4 2013Q3 201918
HM PAYSON & CO 18180.00%0.00%0.02%Q2 2019Q3 202318
NATIONAL PLANNING CORP 18180.02%0.03%0.06%Q2 2013Q3 201718
CROFT-LEOMINSTER INC 18180.09%0.17%0.25%Q2 2013Q3 201718
THOROUGHBRED FINANCIAL SERVICES, LLC 1130.02%0.04%0.06%Q4 2018Q3 202318
Rehmann Capital Advisory Group 1530.04%0.06%0.08%Q1 2019Q3 202318
FAS Wealth Partners, Inc. 18180.02%0.09%0.15%Q2 2019Q3 202318
COHEN & STEERS, INC. 1350.00%0.00%0.01%Q2 2013Q3 202318
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.01%Q1 2015Q3 202318
DEUTSCHE BANK AG\ 1610.00%0.00%0.00%Q3 2013Q1 202217
BB&T SECURITIES, LLC 1160.00%0.00%0.00%Q2 2013Q3 201917
B. Riley Wealth Management, Inc. 1610.00%0.15%0.25%Q1 2014Q2 202217
Rockefeller Capital Management L.P. 17170.00%0.01%0.02%Q3 2019Q3 202317
Baker Ellis Asset Management LLC 17170.03%0.10%0.21%Q3 2019Q3 202317
Salient Capital Advisors, LLC 17170.00%0.01%0.02%Q2 2013Q2 201717
SouthState Corp 1510.02%1.75%2.89%Q4 2017Q3 202317
Concert Wealth Management Inc. 1610.01%0.09%0.93%Q2 2013Q3 201717
Almanack Investment Partners, LLC. 1340.02%0.05%0.08%Q1 2017Q2 202217
WFG Advisors, LP 17170.34%0.44%0.54%Q2 2013Q2 201717
MUFG Americas Holdings Corp 17170.00%0.04%0.07%Q3 2013Q3 201717
TOCQUEVILLE ASSET MANAGEMENT L.P. 810.00%0.03%0.19%Q2 2013Q3 202317
Snowden Capital Advisors LLC 980.00%0.03%0.04%Q2 2019Q3 202317
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
Red Door Wealth Management, LLC 16160.29%1.70%3.63%Q4 2019Q3 202316
G&S Capital LLC 16160.02%0.56%1.06%Q4 2019Q3 202316
Bleichroeder LP 16160.02%0.03%0.04%Q4 2019Q3 202316
Independence Advisors, LLC 16160.03%0.04%0.06%Q3 2016Q2 202016
Lineweaver Wealth Advisors, LLC 16160.08%0.10%0.18%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.02%0.02%0.03%Q4 2019Q3 202316
Glassman Wealth Services 16160.07%0.10%0.16%Q2 2019Q1 202316
NovaPoint Capital, LLC 16160.97%1.52%2.16%Q4 2019Q3 202316
Global Endowment Management, LP 1420.06%0.45%0.84%Q1 2016Q3 202316
Quilter Plc 16160.18%0.65%2.36%Q4 2019Q3 202316
Citizens Business Bank 16160.14%0.87%1.39%Q4 2012Q3 201616
AMERIPRISE FINANCIAL INC 920.00%0.00%0.00%Q2 2014Q3 202316
CHEMICAL BANK 1510.01%0.03%0.07%Q4 2014Q1 201916
LINCOLN NATIONAL CORP 16160.01%0.04%0.07%Q4 2019Q3 202316
Covington Capital Management 16160.00%0.00%0.00%Q4 2018Q3 202216
Smithfield Trust Co 16160.01%0.01%0.01%Q1 2017Q4 202016
SVB WEALTH LLC 1420.00%0.02%0.05%Q2 2019Q3 202316
CENTRAL TRUST Co 16160.03%2.33%3.43%Q4 2019Q3 202316
CWM, LLC 810.00%0.00%0.01%Q4 2013Q3 202316
UNITED CAPITAL FINANCIAL ADVISORS, LLC 16160.00%0.00%0.01%Q2 2019Q1 202316
Capital Wealth Alliance, LLC 16166.27%8.40%10.44%Q4 2019Q3 202316
Biltmore Family Office, LLC 15150.61%0.97%1.39%Q1 2020Q3 202315
Northside Capital Management, LLC 15150.21%0.41%0.63%Q3 2019Q1 202315
TRUIST FINANCIAL CORP 1110.00%0.03%0.09%Q1 2014Q3 202315
Auxano Advisors, LLC 15155.42%6.68%9.20%Q1 2020Q3 202315
PATHSTONE FAMILY OFFICE, LLC 15150.00%0.02%0.16%Q1 2020Q3 202315
Avior Wealth Management, LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
Cannell & Co. 15150.35%0.41%0.48%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.02%0.04%Q1 2020Q3 202315
Veracity Capital LLC 15150.07%0.26%0.50%Q1 2020Q3 202315
Retirement Group, LLC 1410.01%0.03%0.06%Q4 2019Q3 202315
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
MSI Financial Services Inc 15150.01%0.03%0.06%Q2 2013Q4 201615
SOROS CAPITAL MANAGEMENT LLC 15150.04%0.32%0.97%Q1 2020Q3 202315
True North Advisors, LLC 1230.06%0.46%2.68%Q4 2019Q3 202315
ISLAY CAPITAL MANAGEMENT, LLC 1320.39%0.47%0.62%Q4 2019Q3 202315
WASHINGTON TRUST Co 15150.00%0.00%0.00%Q1 2020Q3 202315
CIBC Private Wealth Group, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
TELEMUS CAPITAL, LLC 15150.19%0.39%0.58%Q1 2020Q3 202315
Sowell Financial Services LLC 710.00%0.09%1.20%Q4 2016Q3 202315
SENTINEL PENSION ADVISORS INC 15153.02%3.88%5.94%Q1 2020Q3 202315
SALEM INVESTMENT COUNSELORS INC 960.00%0.02%0.06%Q2 2017Q1 202115
Graypoint LLC 15150.02%0.04%0.08%Q1 2020Q3 202315
Verity Asset Management, Inc. 950.18%0.28%0.51%Q1 2020Q3 202314
HOWLAND CAPITAL MANAGEMENT LLC 14140.34%0.75%1.04%Q2 2020Q3 202314
Integrated Wealth Concepts LLC 14140.04%0.19%0.50%Q2 2020Q3 202314
Royal Fund Management, LLC 14140.00%0.00%0.00%Q4 2016Q1 202014
HC Advisors, LLC 14140.58%0.77%1.02%Q2 2020Q3 202314
O'Brien Greene & Co. Inc 14141.08%2.06%2.38%Q2 2020Q3 202314
Community Bank, N.A. 14140.05%0.10%0.44%Q2 2020Q3 202314
Independent Family Office, LLC 14140.18%0.43%0.62%Q2 2020Q3 202314
Insight Wealth Partners, LLC 14140.34%0.95%2.17%Q2 2020Q3 202314
J Arnold Wealth Management Co 14140.12%0.22%0.36%Q2 2020Q3 202314
Hubbell Strickland Wealth Management, LLC 14140.94%2.14%2.60%Q2 2020Q3 202314
HORIZON KINETICS ASSET MANAGEMENT LLC 14140.00%0.01%0.03%Q2 2020Q3 202314
PERRITT CAPITAL MANAGEMENT INC 14142.81%3.34%4.04%Q2 2020Q3 202314
TIEMANN INVESTMENT ADVISORS, LLC 14140.10%0.13%0.15%Q2 2020Q3 202314
ARCADIA INVESTMENT MANAGEMENT CORP/MI 1010.02%0.05%0.09%Q2 2015Q1 202114
Larson Financial Group LLC 14140.02%0.04%0.09%Q2 2020Q3 202314
AE Wealth Management LLC 1010.00%0.01%0.02%Q2 2019Q3 202314
PECAUT & CO. 13130.10%0.39%0.90%Q3 2020Q3 202313
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 710.01%0.01%0.04%Q2 2013Q3 202313
Financial Sense Advisors, Inc. 760.08%0.48%1.20%Q2 2020Q3 202313
Kingsview Wealth Management, LLC 630.01%0.02%0.06%Q3 2017Q3 202313
BALDWIN BROTHERS LLC/MA 13130.00%0.00%0.00%Q4 2020Q4 202313
JUPITER ASSET MANAGEMENT LTD 13130.43%0.76%1.04%Q3 2020Q3 202313
B. Riley Wealth Advisors, Inc. 13130.02%0.04%0.08%Q3 2020Q3 202313
SeaCrest Wealth Management, LLC 13130.13%0.20%0.31%Q3 2020Q3 202313
Ausdal Financial Partners, Inc. 13130.13%0.46%0.76%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
JOHNSON INVESTMENT COUNSEL INC 13130.09%0.45%1.31%Q2 2016Q2 201913
BRADLEY FOSTER & SARGENT INC/CT 1210.01%0.01%0.01%Q3 2014Q3 202313
Quadrant Private Wealth Management, LLC 940.18%0.40%0.58%Q2 2020Q3 202313
Citadel Advisors 410.00%0.00%0.00%Q1 2014Q3 202313
Equitable Holdings, Inc. 720.00%0.05%0.10%Q1 2020Q3 202313
Hunting Hill Global Capital, LLC 13130.08%0.20%0.48%Q4 2019Q4 202213
Clearstead Advisors, LLC 13130.09%0.14%0.21%Q3 2020Q3 202313
Private Harbour Investment Management & Counsel, LLC 13130.08%0.10%0.12%Q2 2013Q2 201613
TOMPKINS FINANCIAL CORP 1030.02%0.09%0.17%Q3 2020Q4 202313
CWA Asset Management Group, LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
Laird Norton Wetherby Trust Company, LLC 12121.62%2.02%3.35%Q4 2020Q3 202312
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 12120.08%0.19%0.39%Q4 2020Q3 202312
VAN DEN BERG MANAGEMENT I, INC 12121.75%2.30%3.53%Q4 2020Q3 202312
Qube Research & Technologies Ltd 840.00%0.00%0.01%Q1 2020Q3 202312
ATLAS CAPITAL ADVISORS LLC 1110.02%0.02%0.03%Q2 2020Q3 202312
Cypress Wealth Services, LLC 12120.05%0.14%0.18%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
REILLY FINANCIAL ADVISORS, LLC 12120.00%0.00%0.00%Q2 2014Q1 201712
Partnervest Advisory Services LLC 840.07%0.10%0.13%Q2 2016Q3 202012
FIRST BUSINESS FINANCIAL SERVICES, INC. 12120.03%0.04%0.06%Q2 2015Q1 201812
Cetera Advisors LLC 1020.01%0.01%0.01%Q3 2015Q3 202312
Prospera Financial Services Inc 930.01%0.07%0.16%Q1 2016Q3 202312
Arnhold LLC 12120.04%0.12%0.28%Q4 2020Q3 202312
Bard Financial Services, Inc. 12120.13%0.26%0.60%Q4 2020Q3 202312
Nadler Financial Group, Inc. 930.02%0.04%0.08%Q2 2013Q3 202312
Palumbo Wealth Management LLC 12120.72%2.16%3.44%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Equinox Partners Investment Management LLC 12120.85%1.21%1.64%Q4 2020Q3 202312
Amitell Capital Pte Ltd 12122.52%4.32%9.59%Q4 2020Q3 202312
Latitude Advisors, LLC 12120.24%0.35%0.65%Q4 2020Q3 202312
ADE, LLC 12120.44%0.76%1.87%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.01%0.02%Q4 2020Q3 202312
Danda Trouve Investment Management, Inc. 12122.84%7.24%9.65%Q4 2019Q3 202212
Cambridge Advisors Inc. 12120.09%0.13%0.16%Q4 2020Q3 202312
Carmichael Hill & Associates, Inc. 12120.02%0.02%0.04%Q4 2020Q3 202312
Belpointe Asset Management LLC 660.01%0.06%0.18%Q2 2019Q1 202312
Lido Advisors, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Sepio Capital, LP 12120.02%0.06%0.12%Q4 2020Q3 202312
WOLVERINE ASSET MANAGEMENT LLC 410.00%0.00%0.01%Q2 2013Q3 202212
SNS Financial Group, LLC 12120.03%0.04%0.05%Q4 2016Q3 201912
CreativeOne Wealth, LLC 12120.02%0.02%0.04%Q4 2020Q3 202312
Bridge Advisory, LLC 12123.71%4.89%6.04%Q4 2020Q3 202312
JFS WEALTH ADVISORS, LLC 610.00%0.01%0.07%Q3 2013Q2 202211
Prestige Wealth Management Group LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
VALLEY FORGE ASSET MANAGEMENT, LLC 11110.01%0.02%0.02%Q2 2013Q4 201511
Strategic Blueprint, LLC 11110.02%0.14%0.18%Q1 2021Q3 202311
NewEdge Advisors, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
FLOW TRADERS U.S. LLC 610.03%0.10%0.25%Q3 2013Q3 202311
Summit Financial Wealth Advisors, LLC 1010.03%0.04%0.05%Q3 2020Q2 202311
Oppenheimer & Close, LLC 11110.27%0.36%0.58%Q1 2021Q3 202311
BCS Wealth Management 11110.14%0.49%0.66%Q2 2020Q4 202211
PRELUDE CAPITAL MANAGEMENT, LLC 650.01%0.02%0.06%Q1 2020Q3 202311
MEEDER ASSET MANAGEMENT INC 11110.00%0.00%0.00%Q4 2019Q2 202211
Veritable, L.P. 830.01%0.01%0.04%Q4 2012Q2 202311
Argentus Capital Management, LLC 830.00%0.04%0.16%Q2 2013Q2 201611
CREDIT SUISSE AG/ 1010.00%0.00%0.00%Q3 2013Q2 202211
E&G Advisors, LP 710.09%0.26%0.88%Q3 2019Q3 202311
Bluefin Trading, LLC 410.08%0.57%1.63%Q2 2013Q2 201811
Fiera Capital Corp 11110.00%0.00%0.00%Q2 2015Q4 201711
MONTAG A & ASSOCIATES INC 11110.00%0.00%0.00%Q1 2021Q3 202311
FIDUCIARY TRUST CO 11110.01%0.03%0.05%Q1 2021Q3 202311
Stratos Wealth Advisors, LLC 830.01%0.08%0.23%Q2 2020Q3 202311
KEYBANK NATIONAL ASSOCIATION/OH 11110.00%0.00%0.01%Q4 2012Q2 201511
Virtu KCG Holdings LLC 510.00%0.02%0.05%Q3 2013Q1 201711
Simplicity Solutions, LLC 10100.05%0.61%1.86%Q2 2021Q3 202310
KEELEY ASSET MANAGEMENT CORP 10100.00%0.00%0.01%Q2 2013Q3 201510
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10100.00%0.00%0.00%Q2 2021Q3 202310
Neuberger Berman Group LLC 10100.00%0.00%0.00%Q2 2013Q3 201510
Van Hulzen Asset Management, LLC 10100.02%0.02%0.03%Q4 2020Q1 202310
Spire Wealth Management 640.00%0.02%0.04%Q1 2021Q3 202310
Sandy Spring Bank 10100.00%0.00%0.00%Q2 2021Q3 202310
MERCER GLOBAL ADVISORS INC /ADV 10100.00%0.00%0.01%Q2 2021Q3 202310
FIRST HAWAIIAN BANK 10100.01%0.01%0.01%Q2 2021Q3 202310
S.A. Mason LLC 820.00%0.12%0.17%Q4 2019Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.02%0.02%Q2 2018Q3 202010
Barrett Asset Management, LLC 10100.00%0.00%0.00%Q3 2019Q4 202110
CITY NATIONAL BANK 10100.01%0.01%0.01%Q2 2013Q3 201510
MONEY CONCEPTS CAPITAL CORP 820.06%0.26%0.63%Q4 2020Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
First Eagle Investment Management, LLC 10100.00%0.00%0.00%Q1 2017Q2 201910
COURAGE CAPITAL MANAGEMENT LLC 10100.45%4.36%12.85%Q2 2021Q3 202310
X-Square Capital, LLC 10100.09%0.13%0.19%Q4 2017Q1 202010
CATAWBA CAPITAL MANAGEMENT /VA 10100.07%0.11%0.20%Q1 2016Q2 201810
Joel Isaacson & Co., LLC 820.00%0.01%0.01%Q4 2012Q4 201610
J.P. Morgan Private Wealth Advisors LLC 550.00%0.00%0.01%Q1 2016Q3 201810
Vontobel Holding Ltd. 10100.00%0.00%0.00%Q2 2021Q3 202310
LINCOLN CAPITAL CORP 990.07%0.09%0.10%Q2 2021Q2 20239
Capital Group Private Client Services, Inc. 990.00%0.01%0.03%Q3 2021Q3 20239
Nachman Norwood & Parrott, Inc 990.05%0.07%0.09%Q2 2019Q2 20219
Hilltop Holdings Inc. 720.04%0.07%0.10%Q2 2013Q3 20159
Beacon Capital Management, Inc. 990.00%0.01%0.02%Q4 2013Q4 20159
SEAVIEW INVESTMENT MANAGERS LLC 990.35%0.47%0.61%Q3 2021Q3 20239
LUCAS CAPITAL MANAGEMENT 990.05%0.09%0.13%Q1 2014Q1 20169
BESSEMER GROUP INC 710.00%0.00%0.00%Q1 2014Q3 20219
INVESTMENT CENTERS OF AMERICA INC 710.01%0.04%0.06%Q3 2013Q1 20169
Live Oak Private Wealth LLC 990.26%0.30%0.33%Q1 2021Q1 20239
Altus Capital Inc. 990.49%0.83%1.47%Q2 2013Q2 20159
MATHER GROUP, LLC. 710.01%0.01%0.02%Q3 2020Q3 20239
PORTOLA GROUP INC /CA 998.06%8.98%10.21%Q2 2013Q2 20159
Analyst IMS Investment Management Services Ltd. 990.04%0.08%0.11%Q4 2016Q4 20189
CAMBRIDGE TRUST CO 630.01%0.01%0.01%Q1 2021Q3 20239
Pinnacle Summer Investments, Inc. 810.03%0.05%0.08%Q2 2013Q3 20159
Foresight Wealth Management, LLC 990.00%0.07%0.15%Q2 2020Q2 20229
Seamans Capital Management, LLC 991.02%3.30%9.27%Q2 2013Q2 20159
U.S. Capital Wealth Advisors, LLC 990.02%0.02%0.02%Q3 2021Q3 20239
Euro Pacific Asset Management, LLC 710.02%0.18%0.29%Q4 2019Q3 20239
HARBOUR INVESTMENTS, INC. 630.00%0.01%0.02%Q1 2021Q3 20239
Smith Affiliated Capital Corp. 710.10%16.07%43.86%Q1 2012Q3 20179
Lane Generational LLC 880.57%0.89%1.11%Q4 2021Q3 20238
Key FInancial Inc 880.00%0.00%0.02%Q4 2021Q3 20238
BARCLAYS PLC 410.00%0.00%0.01%Q2 2013Q3 20218
Brinker Capital Investments, LLC 880.00%0.00%0.00%Q1 2018Q4 20198
SENTINEL TRUST CO LBA 880.26%0.46%0.67%Q2 2020Q1 20228
KING INVESTMENT ADVISORS INC/TX 880.17%0.18%0.19%Q2 2013Q1 20158
TD Waterhouse Canada Inc. 880.06%0.09%0.15%Q4 2021Q3 20238
OLD MISSION CAPITAL LLC 210.01%0.04%0.12%Q3 2016Q1 20218
BLUEFIN CAPITAL MANAGEMENT, LLC 620.06%1.26%4.25%Q3 2021Q3 20238
Meixler Investment Management, Ltd. 8810.68%12.73%14.40%Q4 2021Q3 20238
Mutual Advisors, LLC 880.03%0.04%0.07%Q4 2017Q3 20198
TCI Wealth Advisors, Inc. 610.00%0.02%0.02%Q3 2013Q3 20238
RFG Advisory, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Birch Capital Management, LLC 880.00%0.48%0.76%Q4 2020Q3 20228
Cordasco Financial Network 880.22%0.25%0.27%Q3 2020Q2 20228
NewEdge Wealth, LLC 880.10%0.12%0.14%Q4 2021Q3 20238
Mission Creek Capital Partners, Inc. 880.04%0.08%0.11%Q1 2021Q4 20228
Concorde Financial Corp 886.21%10.30%21.00%Q4 2021Q3 20238
Yellowstone Partners, LLC 880.10%0.20%0.28%Q4 2013Q3 20158
Caprock Group, LLC 710.07%0.14%0.36%Q4 2014Q1 20178
GREAT VALLEY ADVISOR GROUP, INC. 880.07%0.08%0.10%Q4 2021Q3 20238
ASSET ADVISORS CORP 880.02%0.02%0.02%Q3 2016Q2 20188
Beaird Harris Wealth Management, LLC 880.07%0.16%0.28%Q4 2021Q3 20238
Arkos Global Advisors 880.19%0.45%0.56%Q4 2018Q3 20208
NATIONAL BANK OF CANADA /FI/ 880.01%0.04%0.07%Q4 2021Q3 20238
Retirement Planning Group, LLC 880.02%0.03%0.03%Q4 2017Q3 20198
Wealth Alliance Advisory Group, LLC 880.05%0.06%0.07%Q4 2021Q3 20238
BNP PARIBAS FINANCIAL MARKETS 530.00%0.00%0.00%Q2 2013Q2 20228
MKT Advisors LLC 880.34%0.35%0.37%Q4 2021Q3 20238
Clarus Group, Inc. 530.14%0.18%0.22%Q1 2021Q1 20238
Sound View Wealth Advisors Group, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
FineMark National Bank & Trust 880.00%0.01%0.01%Q1 2015Q4 20168
BOKF, NA 610.00%0.00%0.01%Q3 2017Q4 20228
Hedges Asset Management LLC 881.16%1.26%1.35%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.00%0.17%1.02%Q4 2021Q3 20238
Phraction Management LLC 880.91%1.06%1.31%Q4 2021Q3 20238
Arkadios Wealth Advisors 530.00%0.01%0.02%Q4 2020Q3 20238
St. Johns Investment Management Company, LLC 880.05%0.16%0.36%Q2 2020Q1 20228
PRIO WEALTH LIMITED PARTNERSHIP 880.01%0.01%0.01%Q4 2021Q3 20238
Allworth Financial LP 410.00%0.00%0.00%Q4 2020Q3 20238
ORRELL CAPITAL MANAGEMENT INC 880.38%0.73%0.85%Q4 2013Q3 20158
PHILADELPHIA TRUST CO 880.01%0.33%0.94%Q4 2021Q3 20238
Latigo Investments, LLC 881.87%2.21%2.52%Q4 2021Q3 20238
Darwin Wealth Management, LLC 410.00%0.21%0.48%Q1 2020Q3 20238
BENJAMIN F. EDWARDS & COMPANY, INC. 880.00%0.31%0.45%Q2 2013Q1 20158
MML INVESTORS SERVICES, LLC 510.00%0.00%0.01%Q1 2017Q1 20238
BAIRD ROBERT W & CO INC /WI/ 880.01%0.02%0.05%Q2 2013Q1 20158
GLOBAL STRATEGIC MANAGEMENT INC 880.59%1.09%1.68%Q1 2019Q4 20208
GOLDMAN SACHS GROUP INC 440.00%0.00%0.01%Q1 2012Q1 20148
Rappaport Reiches Capital Management, LLC 770.07%0.08%0.09%Q1 2022Q3 20237
Koss-Olinger Consulting, LLC 771.54%1.72%1.92%Q1 2021Q3 20227
TRUSTCORE FINANCIAL SERVICES, LLC 770.00%0.00%0.01%Q2 2021Q4 20227
HARBOR ADVISORY CORP /MA/ 770.15%0.29%0.39%Q4 2020Q2 20227
SILVER OAK SECURITIES, INCORPORATED 770.02%0.08%0.16%Q1 2022Q3 20237
Sumitomo Mitsui Trust Holdings, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.03%0.09%0.11%Q1 2022Q3 20237
BAROMETER CAPITAL MANAGEMENT INC. 410.22%0.33%0.50%Q1 2020Q3 20237
Independent Wealth Network Inc. 770.10%0.10%0.11%Q3 2021Q1 20237
Paloma Partners Management Co 770.08%0.16%0.22%Q2 2013Q4 20147
CUE ADVISORY SERVICES, INC. 770.06%0.08%0.10%Q1 2017Q3 20187
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 770.48%0.70%1.00%Q4 2015Q2 20177
NORTHEAST INVESTMENT MANAGEMENT 410.02%0.02%0.02%Q2 2013Q2 20187
MARINER INDEPENDENT ADVISOR NETWORK, LLC 610.01%0.01%0.01%Q4 2020Q3 20227
CIDEL ASSET MANAGEMENT INC 610.01%0.02%0.02%Q3 2020Q3 20237
Concord Wealth Partners 430.01%0.01%0.01%Q4 2021Q3 20237
Straight Path Wealth Management 770.10%0.41%0.51%Q1 2022Q3 20237
BREWIN DOLPHIN LTD 770.00%0.00%0.01%Q1 2020Q3 20217
FLYNN ZITO CAPITAL MANAGEMENT, LLC 520.41%0.47%0.53%Q4 2021Q3 20237
MATRIX PRIVATE CAPITAL GROUP LLC 770.12%0.14%0.17%Q1 2021Q3 20227
MANCHESTER FINANCIAL INC 610.03%0.06%0.09%Q2 2019Q1 20217
Bank of New Hampshire 770.00%0.00%0.00%Q1 2022Q3 20237
Ranch Capital Advisors Inc. 770.00%0.00%0.00%Q4 2019Q2 20217
DUMONT & BLAKE INVESTMENT ADVISORS LLC 770.10%0.21%0.27%Q1 2016Q3 20177
Silicon Hills Wealth Management, LLC 770.12%0.25%0.34%Q4 2019Q2 20217
Integrated Wealth Management 770.01%0.01%0.02%Q1 2015Q3 20167
Placemark Investments, Inc. 770.01%0.01%0.02%Q2 2013Q4 20147
Ameritas Advisory Services, LLC 770.01%0.13%0.32%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.18%0.20%0.25%Q2 2013Q4 20147
Occidental Asset Management, LLC 770.08%0.12%0.16%Q2 2020Q4 20217
TOWER BRIDGE ADVISORS 770.03%0.03%0.04%Q1 2022Q3 20237
Plancorp, LLC 610.07%0.12%0.30%Q1 2016Q4 20177
HENGEHOLD CAPITAL MANAGEMENT LLC 430.02%0.03%0.03%Q2 2020Q1 20227
OneDigital Investment Advisors LLC 520.00%0.01%0.02%Q2 2017Q3 20237
Warwick Investment Management, Inc. 431.12%1.33%1.52%Q4 2021Q3 20237
Inspire Advisors, LLC 520.05%0.73%1.23%Q2 2021Q3 20237
WEDBUSH SECURITIES INC 330.01%0.01%0.02%Q1 2017Q3 20236
Financial Advocates Investment Management 510.00%0.03%0.04%Q4 2017Q3 20236
Missouri Trust & Investment Co 660.01%0.01%0.04%Q2 2022Q3 20236
SkyView Investment Advisors, LLC 310.06%0.11%0.18%Q4 2020Q2 20236
Cardan Capital Partners, LLC 660.03%0.04%0.04%Q2 2020Q3 20216
THOMPSON DAVIS & CO., INC. 660.17%0.27%0.46%Q1 2022Q2 20236
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 660.06%0.07%0.08%Q2 2018Q3 20196
GUARDIAN WEALTH ADVISORS, LLC / NC 660.06%0.12%0.23%Q2 2022Q3 20236
Addison Capital Co 660.08%0.10%0.12%Q2 2022Q3 20236
Physician Wealth Advisors, Inc. 660.06%0.07%0.07%Q2 2022Q3 20236
Mach-1 Financial Group, LLC 420.01%0.01%0.02%Q1 2021Q3 20226
Icon Wealth Partners, LLC 660.02%0.02%0.03%Q1 2021Q2 20226
Strategic Wealth Management Group, LLC 660.13%0.30%0.86%Q4 2018Q1 20206
Baystate Wealth Management LLC 510.00%0.00%0.00%Q4 2020Q1 20236
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 420.00%0.07%0.21%Q4 2020Q3 20236
CENTAURUS FINANCIAL, INC. 210.00%0.08%0.22%Q2 2018Q2 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
J.W. COLE ADVISORS, INC. 660.01%0.02%0.04%Q2 2022Q3 20236
KMS FINANCIAL SERVICES, INC 660.05%0.09%0.14%Q2 2013Q3 20146
IMC-Chicago, LLC 660.00%0.00%0.01%Q3 2021Q4 20226
EATON VANCE MANAGEMENT 420.00%0.00%0.00%Q2 2013Q4 20216
SMI Advisory Services, LLC 5113.88%15.00%16.23%Q1 2022Q3 20236
Gradient Investments LLC 510.00%0.00%0.00%Q4 2013Q3 20236
CAPTRUST FINANCIAL ADVISORS 510.00%0.08%0.10%Q4 2016Q3 20236
Capital Investment Advisors, LLC 660.01%0.01%0.01%Q3 2022Q4 20236
Cerity Partners LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Pettinga Financial Advisors LLC 660.06%0.10%0.12%Q2 2022Q3 20236
SIGNATUREFD, LLC 210.00%0.01%0.01%Q3 2013Q2 20216
Violich Capital Management, Inc. 660.02%0.04%0.06%Q2 2020Q3 20216
Meridian Wealth Partners, LLC 660.02%0.03%0.04%Q4 2019Q1 20216
Bellwether Investment Group, LLC 510.16%0.61%0.96%Q2 2016Q4 20176
Sound Income Strategies, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
LOOMIS SAYLES & CO L P 330.00%0.00%0.00%Q1 2021Q3 20226
Cresset Asset Management, LLC 410.00%0.01%0.02%Q1 2022Q3 20235
RPG Investment Advisory, LLC 550.01%0.01%0.01%Q3 2017Q3 20185
Anson Funds Management LP 321.52%2.47%3.58%Q4 2014Q3 20165
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
RHS Financial, LLC 320.20%0.51%1.10%Q2 2019Q1 20215
Epic Trust Investment Advisors, LLC 410.19%0.25%0.35%Q2 2022Q3 20235
IPG Investment Advisors LLC 410.06%0.15%0.21%Q4 2020Q2 20225
FourThought Financial, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
DIALECTIC CAPITAL MANAGEMENT, LP 550.12%0.52%0.85%Q2 2013Q2 20145
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 550.28%3.50%6.75%Q4 2013Q4 20145
Whitegate Investment Counselors, Inc. 550.03%0.04%0.05%Q3 2020Q3 20215
Apriem Advisors 550.01%0.01%0.01%Q4 2015Q4 20165
SUNTRUST BANKS INC 550.00%0.00%0.01%Q2 2013Q2 20145
Archer Investment Corp 550.00%0.00%0.00%Q1 2020Q1 20215
Lee Financial Co 210.00%0.12%0.34%Q4 2016Q3 20205
Monaco Asset Management SAM 555.09%6.26%7.38%Q1 2022Q1 20235
Iron Horse Wealth Management, LLC 320.00%0.01%0.04%Q1 2022Q2 20235
Asset Dedication, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Wealthspire Advisors, L.P. 550.00%0.00%0.00%Q1 2018Q1 20195
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Plante Moran Financial Advisors, LLC 310.00%0.01%0.01%Q2 2013Q1 20235
Saddle Road Partners, LLC 550.08%0.10%0.11%Q4 2015Q4 20165
Alpha Omega Wealth Management LLC 550.01%0.01%0.01%Q2 2018Q2 20195
SEI INVESTMENTS CO 550.00%0.00%0.00%Q2 2017Q2 20185
TOTH FINANCIAL ADVISORY CORP 210.00%0.00%0.00%Q2 2018Q2 20225
NWAM LLC 550.02%0.05%0.08%Q3 2016Q3 20175
Private Ocean, LLC 410.00%0.00%0.00%Q3 2019Q4 20205
LEAVELL INVESTMENT MANAGEMENT, INC. 550.12%0.16%0.18%Q3 2022Q3 20235
Dynamic Advisor Solutions LLC 550.20%0.26%0.32%Q4 2013Q4 20145
KCM INVESTMENT ADVISORS LLC 410.01%0.03%0.09%Q3 2013Q4 20155
Moloney Securities Asset Management, LLC 550.03%0.04%0.04%Q4 2020Q4 20215
GREAT WEST LIFE ASSURANCE CO /CAN/ 550.00%0.00%0.00%Q2 2014Q2 20155
Smith, Salley & Associates 550.02%0.02%0.02%Q2 2021Q2 20225
Firestone Capital Management 550.03%0.03%0.04%Q3 2020Q3 20215
WEALTHSOURCE PARTNERS, LLC 410.04%0.06%0.15%Q1 2020Q3 20225
Coombe, Bender & Co LLC 550.11%0.12%0.13%Q2 2022Q2 20235
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q4 2016Q1 20235
Schubert & Co 550.00%0.00%0.00%Q4 2021Q4 20225
Crown Wealth Group, LLC 410.16%0.39%0.94%Q1 2022Q3 20235
Southeast Asset Advisors Inc. 550.04%0.05%0.05%Q4 2021Q4 20225
Beacon Pointe Wealth Advisors, LLC 551.06%1.21%1.36%Q4 2018Q4 20195
Eidelman Virant Capital 550.35%0.47%0.60%Q4 2018Q4 20195
WADDELL & ASSOCIATES, LLC 550.09%0.15%0.28%Q3 2022Q3 20235
Blue Trust, Inc. 550.00%0.01%0.02%Q3 2022Q3 20235
BOSTON PRIVATE BANK & TRUST CO 550.00%0.00%0.01%Q2 2013Q2 20145
Orinda Asset Management LLC 550.46%0.61%0.73%Q3 2013Q3 20145
Robinson Value Management, Ltd. 550.01%0.04%0.05%Q3 2022Q3 20235
Red Tortoise LLC 410.06%0.07%0.07%Q3 2021Q3 20235
Weiss Multi-Strategy Advisers LLC 320.04%0.08%0.12%Q1 2022Q3 20235
Knowledge Leaders Capital, LLC 552.26%7.67%16.05%Q3 2017Q3 20185
Lucia Wealth Services, LLC 551.48%2.03%2.59%Q3 2019Q3 20205
Laurel Wealth Advisors LLC 550.00%0.00%0.00%Q4 2018Q4 20195
Bleakley Financial Group, LLC 441.84%1.97%2.04%Q4 2022Q3 20234
BANQUE PICTET & CIE SA 440.01%0.01%0.02%Q4 2022Q3 20234
Fore Research & Management, LP 440.08%0.16%0.27%Q4 2015Q3 20164
Geneva Partners, LLC 440.30%0.41%0.45%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.18%0.19%0.21%Q4 2022Q3 20234
Independence Bank of Kentucky 440.01%0.02%0.03%Q2 2020Q1 20214
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
China Universal Asset Management Co., Ltd. 440.68%0.97%1.13%Q4 2021Q3 20224
Hoover Financial Advisors, Inc. 310.01%0.01%0.01%Q2 2020Q2 20214
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 440.03%0.04%0.04%Q4 2021Q3 20224
Investors Research Corp 440.03%0.03%0.03%Q1 2019Q4 20194
EverSource Wealth Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Sandy Cove Advisors, LLC 220.04%0.10%0.16%Q4 2021Q3 20234
Trilogy Capital Inc. 440.10%0.10%0.11%Q2 2021Q1 20224
Procyon Advisors, LLC 440.07%0.11%0.14%Q4 2022Q3 20234
PRICE T ROWE ASSOCIATES INC /MD/ 220.00%0.00%0.01%Q4 2018Q2 20204
FARMERS TRUST CO 440.07%0.07%0.08%Q4 2022Q3 20234
SURIENCE PRIVATE WEALTH LLC 312.14%3.25%4.88%Q4 2021Q4 20224
Parkside Financial Bank & Trust 440.00%0.00%0.00%Q4 2022Q3 20234
Pacific Sage Partners, LLC 441.38%1.45%1.58%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.09%0.09%0.11%Q4 2022Q3 20234
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
Capital Advantage, Inc. 440.06%0.08%0.12%Q4 2013Q3 20144
CHEMUNG CANAL TRUST CO 220.03%0.05%0.11%Q1 2018Q2 20224
Frontier Wealth Management LLC 440.01%0.06%0.08%Q3 2021Q2 20224
Capital Directions Investment Advisors, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Laffer Tengler Investments, Inc. 440.01%0.02%0.02%Q2 2020Q1 20214
PRIVATE TRUST CO NA 440.01%0.01%0.01%Q4 2013Q3 20144
O'Dell Group, LLC 310.00%0.00%0.00%Q3 2021Q2 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.02%Q4 2022Q3 20234
Aptus Capital Advisors, LLC 310.02%0.04%0.08%Q2 2019Q3 20234
Sentinus, LLC 440.07%0.08%0.10%Q3 2022Q2 20234
Pacifica Partners Inc. 440.01%0.01%0.01%Q1 2023Q4 20234
Modera Wealth Management, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
TIAA CREF TRUST CO FSB/MO 440.01%0.01%0.01%Q2 2016Q1 20174
Insight Advisors, LLC/ PA 440.16%0.21%0.24%Q4 2022Q3 20234
Intrua Financial, LLC 440.03%0.04%0.06%Q2 2021Q1 20224
CERTUITY, LLC 440.04%0.04%0.05%Q2 2021Q1 20224
Blue Water Life Science Advisors, LP 440.20%0.24%0.30%Q4 2020Q3 20214
Goodman Advisory Group, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Colonial Trust Co / SC 440.02%0.03%0.04%Q4 2022Q3 20234
RB Capital Management, LLC 440.00%0.08%0.12%Q4 2016Q3 20174
Clarity Financial LLC 440.03%0.05%0.10%Q3 2021Q2 20224
TRUST CO OF VERMONT 220.00%0.01%0.02%Q2 2013Q3 20164
FMR LLC 110.00%0.00%0.00%Q4 2020Q1 20234
WealthShield Partners, LLC 440.01%0.20%0.61%Q3 2020Q2 20214
Western Wealth Management, LLC 440.02%0.03%0.04%Q4 2019Q3 20204
PYA Waltman Capital, LLC 440.06%0.07%0.07%Q4 2021Q3 20224
BROWN ADVISORY INC 440.00%0.00%0.00%Q2 2022Q1 20234
Ionic Capital Management LLC 440.00%0.00%0.01%Q1 2014Q4 20144
Signature Wealth Management Group 440.00%0.00%0.00%Q4 2017Q3 20184
Ethos Financial Group, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
Campbell Wealth Management 440.02%0.02%0.03%Q4 2022Q3 20234
Sonora Investment Management Group, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Sheaff Brock Investment Advisors, LLC 440.02%0.02%0.02%Q4 2015Q3 20164
ArrowMark Colorado Holdings LLC 440.00%0.01%0.02%Q2 2016Q1 20174
BOOTHBAY FUND MANAGEMENT, LLC 210.03%0.87%1.74%Q1 2020Q1 20234
Brookstone Capital Management 310.00%0.02%0.05%Q2 2015Q3 20234
MASSMUTUAL TRUST CO FSB/ADV 440.00%0.00%0.00%Q2 2018Q1 20194
Cyndeo Wealth Partners, LLC 440.80%0.90%0.98%Q4 2022Q3 20234
Pasadena Private Wealth, LLC 441.87%2.97%4.03%Q2 2020Q1 20214
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 440.00%0.01%0.01%Q4 2018Q3 20194
Armbruster Capital Management, Inc. 440.01%0.01%0.02%Q1 2016Q4 20164
Limestone Value Partners, LLC 440.16%0.28%0.34%Q4 2015Q3 20164
Dougherty Wealth Advisers LLC 330.00%0.00%0.00%Q1 2021Q3 20213
GeoWealth Management, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Orion Portfolio Solutions, LLC 210.00%0.00%0.00%Q1 2020Q3 20233
Fidelis Capital Partners, LLC 330.17%0.20%0.24%Q1 2023Q3 20233
Vawter Financial, Ltd. 330.19%0.21%0.24%Q1 2023Q3 20233
Empire Financial Management Company, LLC 330.78%0.79%0.79%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Winch Advisory Services, LLC 210.02%0.04%0.08%Q1 2016Q2 20213
Mendota Financial Group, LLC 210.15%2.98%4.54%Q4 2022Q3 20233
Stratos Investment Management, LLC 330.15%0.17%0.20%Q1 2023Q3 20233
LGL PARTNERS, LLC 330.20%0.31%0.37%Q1 2020Q3 20203
WASHINGTON TRUST BANK 330.00%0.00%0.00%Q1 2014Q3 20143
SeaBridge Investment Advisors LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Choate Investment Advisors 330.01%0.08%0.23%Q3 2016Q1 20173
Vident Investment Advisory, LLC 330.10%0.13%0.16%Q4 2022Q2 20233
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q4 2017Q2 20183
MAI Capital Management 330.00%0.00%0.00%Q1 2023Q3 20233
Apexium Financial, LP 330.03%0.03%0.03%Q1 2023Q3 20233
HRT FINANCIAL LP 110.01%0.01%0.01%Q1 2022Q1 20233
Sonora Investment Management, LLC 330.00%0.01%0.02%Q1 2021Q3 20213
Grey Street Capital, LLC 331.04%1.19%1.44%Q1 2023Q3 20233
Blume Capital Management, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Compass Efficient Model Portfolios, LLC 330.02%0.46%1.13%Q2 2013Q4 20133
TWIN FOCUS CAPITAL PARTNERS, LLC 330.11%0.11%0.12%Q1 2020Q3 20203
First Capital Advisors Group, LLC. 210.14%0.16%0.17%Q1 2022Q2 20233
CHANNEL WEALTH LLC 330.11%0.12%0.14%Q1 2023Q3 20233
PFG Investments, LLC 330.46%0.52%0.61%Q1 2023Q3 20233
Dorsey & Whitney Trust CO LLC 330.01%0.01%0.02%Q1 2023Q3 20233
CHELSEA COUNSEL CO 330.06%0.06%0.07%Q1 2016Q3 20163
Regis Management CO LLC 210.02%0.03%0.03%Q3 2014Q3 20153
Cornerstone Advisory, LLC 210.02%0.05%0.08%Q3 2020Q4 20213
AXXCESS WEALTH MANAGEMENT, LLC 210.02%0.02%0.02%Q1 2022Q3 20233
BIVIN & ASSOCIATES, INC. 330.00%0.00%0.00%Q4 2021Q2 20223
V Wealth Advisors LLC 210.01%0.24%0.37%Q1 2016Q2 20173
FFT WEALTH MANAGEMENT LLC 330.07%0.10%0.14%Q1 2020Q3 20203
Dana Investment Advisors, Inc. 330.22%0.24%0.25%Q2 2022Q4 20223
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Polaris Wealth Advisory Group, LLC 110.00%0.01%0.02%Q4 2015Q3 20183
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2013Q1 20203
FIRST NATIONAL TRUST CO 330.01%0.01%0.01%Q3 2021Q1 20223
Bank OZK 330.16%0.18%0.20%Q3 2021Q1 20223
ArchPoint Investors 330.02%0.02%0.04%Q3 2020Q1 20213
NewSquare Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
BIP Wealth, LLC 330.13%0.15%0.18%Q1 2023Q3 20233
TKG Advisors, LLC 330.15%0.20%0.23%Q4 2021Q2 20223
Coston, McIsaac & Partners 330.00%0.00%0.00%Q4 2022Q2 20233
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Capital Bank & Trust Co 330.00%0.00%0.01%Q4 2020Q2 20213
WEBSTER BANK, N. A. 330.00%0.00%0.00%Q1 2023Q3 20233
Lenox Wealth Advisors, LLC 330.01%0.01%0.01%Q2 2016Q4 20163
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
apricus wealth, LLC 330.27%0.29%0.30%Q1 2023Q3 20233
FIRST NATIONAL BANK OF OMAHA 330.01%0.01%0.01%Q2 2013Q4 20133
CREATIVE FINANCIAL DESIGNS INC /ADV 330.00%0.00%0.00%Q3 2021Q1 20223
Inspire Investing, LLC 210.57%1.58%2.67%Q2 2021Q2 20223
Tacita Capital Inc 330.48%0.48%0.50%Q1 2021Q3 20213
Nalls Sherbakoff Group, LLC 330.07%0.08%0.08%Q1 2023Q3 20233
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
AXS Investments LLC 110.02%0.04%0.06%Q4 2022Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.07%0.09%0.11%Q2 2023Q3 20232
Realta Investment Advisors 220.00%0.00%0.00%Q3 2019Q4 20192
Asset Advisors Investment Management, LLC 110.01%0.02%0.02%Q3 2018Q2 20202
VALICENTI ADVISORY SERVICES INC 220.05%0.09%0.12%Q2 2017Q3 20172
MACQUARIE GROUP LTD 220.00%0.00%0.00%Q2 2013Q3 20132
KELLY LAWRENCE W & ASSOCIATES INC/CA 220.00%0.00%0.00%Q3 2017Q4 20172
OLD MISSION CAPITAL, LLC 110.06%0.08%0.10%Q4 2016Q4 20202
Visionary Asset Management, Inc. 220.08%0.08%0.08%Q2 2013Q3 20132
Cheviot Value Management, LLC 220.09%0.09%0.09%Q1 2016Q2 20162
Gupta Wealth Management LLC 220.01%0.01%0.01%Q4 2015Q1 20162
ORG Partners LLC 220.27%0.43%0.60%Q2 2023Q3 20232
TSFG, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20202
Farther Finance Advisors, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
CPWM, LLC 220.02%0.02%0.02%Q2 2020Q3 20202
TECTONIC ADVISORS LLC 110.03%0.05%0.07%Q1 2022Q3 20232
IEQ CAPITAL, LLC 220.01%0.01%0.01%Q2 2020Q3 20202
First Command Advisory Services, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Antonetti Capital Management LLC 110.01%0.75%1.49%Q1 2022Q3 20232
Wealthspire Advisors, LLC 110.00%0.00%0.01%Q4 2018Q3 20212
GREENLEAF TRUST 220.01%0.01%0.01%Q2 2016Q3 20162
Optiver Holding B.V. 220.00%0.00%0.00%Q3 2021Q4 20212
Fortis Advisors, LLC 220.03%0.04%0.04%Q1 2021Q2 20212
Fortitude Advisory Group L.L.C. 220.01%0.02%0.04%Q4 2021Q1 20222
Permanens Capital L.P. 110.00%0.12%0.24%Q1 2020Q2 20232
Catalyst Wealth Management, LLC 220.24%0.25%0.26%Q4 2022Q1 20232
FIRST NATIONAL CORP /MA/ /ADV 220.00%0.00%0.00%Q4 2018Q1 20192
Spectrum Asset Management, Inc. (NB/CA) 220.12%0.13%0.14%Q4 2022Q1 20232
ANCHOR CAPITAL ADVISORS LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Convergent Wealth Advisors 220.03%0.03%0.04%Q3 2013Q4 20132
Elequin Capital, LP 110.06%0.13%0.19%Q4 2022Q3 20232
SEGALL BRYANT & HAMILL, LLC 220.00%0.00%0.00%Q1 2013Q2 20132
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q4 2022Q1 20232
AVANTAX ADVISORY SERVICES, INC. 220.01%0.01%0.02%Q3 2020Q4 20202
Formidable Asset Management, LLC 110.15%0.30%0.45%Q3 2019Q2 20202
FAIRFIELD, BUSH & CO. 220.00%0.05%0.09%Q2 2013Q3 20132
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20202
3Chopt Investment Partners, LLC 220.08%0.10%0.12%Q1 2023Q2 20232
DUNCKER STREETT & CO INC 220.01%0.01%0.01%Q2 2023Q3 20232
Castleview Partners, LLC 110.02%0.03%0.04%Q2 2021Q4 20212
Cooper Financial Group 220.04%0.05%0.06%Q3 2020Q4 20202
BEACON FINANCIAL GROUP 220.08%0.56%1.05%Q3 2013Q4 20132
Cypress Capital Management LLC (WY) 222.20%2.21%2.22%Q2 2023Q3 20232
TCP Asset Management, LLC 222.19%2.23%2.26%Q2 2023Q3 20232
OARSMAN CAPITAL, INC. 220.07%0.08%0.09%Q2 2015Q3 20152
THOMASPARTNERS, INC. 220.00%0.00%0.00%Q1 2014Q2 20142
WELLINGTON MANAGEMENT GROUP LLP 220.00%0.00%0.00%Q2 2013Q3 20132
LexAurum Advisors, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
XTX Topco Ltd 110.04%0.08%0.12%Q2 2022Q4 20222
LOEB PARTNERS CORP 220.17%0.18%0.19%Q2 2016Q3 20162
CSS LLC/IL 110.01%0.01%0.02%Q4 2015Q4 20222
Relyea Zuckerberg Hanson LLC 220.13%0.14%0.16%Q3 2020Q4 20202
STERNE AGEE GROUP, INC. 110.06%0.08%0.09%Q3 2014Q1 20152
Apollon Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
WP Advisors, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
Essex Private Wealth Management, LLC 111.25%1.25%1.25%Q1 2022Q1 20221
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Perigon Wealth Management, LLC 110.07%0.07%0.07%Q3 2015Q3 20151
ICA Group Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Integrated Advisors Network LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Segantii Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Montis Financial, LLC 110.88%0.88%0.88%Q3 2023Q3 20231
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.02%0.02%0.02%Q3 2022Q3 20221
Crestwood Advisors Group, LLC 110.05%0.05%0.05%Q2 2015Q2 20151
HARTLINE INVESTMENT CORP/ 110.28%0.28%0.28%Q3 2022Q3 20221
HL FINANCIAL SERVICES LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Headlands Technologies LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 110.49%0.49%0.49%Q1 2016Q1 20161
ASSETMARK, INC 110.00%0.00%0.00%Q1 2017Q1 20171
Verus Financial Partners, Inc. 110.54%0.54%0.54%Q3 2020Q3 20201
LS Investment Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Castle Financial & Retirement Planning Associates, Inc. 110.25%0.25%0.25%Q4 2021Q4 20211
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
Centerstone Investors, LLC 110.77%0.77%0.77%Q1 2020Q1 20201
Walleye Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Clientfirst Wealth Management, LLC 110.23%0.23%0.23%Q2 2023Q2 20231
Navis Wealth Advisors, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Oak Grove Capital LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
WINSLOW ASSET MANAGEMENT INC 110.02%0.02%0.02%Q2 2014Q2 20141
Chessman Wealth Strategies RIA 110.02%0.02%0.02%Q3 2018Q3 20181
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
HIGH POINTE CAPITAL MANAGEMENT LLC 110.36%0.36%0.36%Q1 2019Q1 20191
AlphaCore Capital LLC 110.15%0.15%0.15%Q4 2019Q4 20191
QCM Cayman, Ltd. 110.45%0.45%0.45%Q1 2021Q1 20211
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Csenge Advisory Group 110.39%0.39%0.39%Q3 2017Q3 20171
Family Management Corp 110.46%0.46%0.46%Q2 2020Q2 20201
Investmark Advisory Group LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Brown Shipley& Co Ltd 110.17%0.17%0.17%Q1 2023Q1 20231
STANCORP INVESTMENT ADVISERS INC 110.00%0.00%0.00%Q1 2015Q1 20151
WEXFORD CAPITAL LP 110.04%0.04%0.04%Q3 2020Q3 20201
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Allen Capital Group, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Lighthouse Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2013Q3 20131
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.04%0.04%0.04%Q2 2023Q2 20231
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Merit Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FMA ADVISORY INC 110.04%0.04%0.04%Q2 2015Q2 20151
ARBOR TRUST WEALTH ADVISORS, LLC 110.15%0.15%0.15%Q2 2022Q2 20221
Titan Capital Management, LLC /TX 110.01%0.01%0.01%Q2 2019Q2 20191
Peregrine Asset Advisers, Inc. 110.15%0.15%0.15%Q1 2013Q1 20131
Pinkerton Retirement Specialists, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
INTREPID CAPITAL MANAGEMENT INC 110.08%0.08%0.08%Q4 2019Q4 20191
FCG ADVISORS, LLC 110.12%0.12%0.12%Q2 2013Q2 20131
Kovack Advisors, Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
SG Americas Securities, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Worth Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q1 2013Q1 20131
COWEN INC. 110.04%0.04%0.04%Q1 2013Q1 20131
Allen Mooney & Barnes Investment Advisors LLC 110.37%0.37%0.37%Q3 2023Q3 20231
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2017Q2 20171
Pure Financial Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Geneva Advisors, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2013Q3 20131
Brightworth 110.06%0.06%0.06%Q3 2017Q3 20171
New Millennium Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Rikoon Group, LLC 110.18%0.18%0.18%Q3 2016Q3 20161
QUADRANT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Black Swift Group, LLC 110.55%0.55%0.55%Q4 2020Q4 20201
Thomasville National Bank 110.01%0.01%0.01%Q1 2015Q1 20151
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
KRS Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Sunbelt Securities, Inc. 110.27%0.27%0.27%Q2 2020Q2 20201
UMB Bank, n.a. 110.00%0.00%0.00%Q1 2022Q1 20221
TAP Consulting, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
US FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
CTC Capital Management, LLC 110.65%0.65%0.65%Q4 2022Q4 20221
RITTER DANIHER FINANCIAL ADVISORY LLC 110.03%0.03%0.03%Q4 2020Q4 20201
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 110.01%0.01%0.01%Q4 2014Q4 20141
FIL Ltd 110.00%0.00%0.00%Q2 2019Q2 20191
Cobblestone Asset Management LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Vident Advisory, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
CapWealth Advisors, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Jupiter Investment Management Ltd 110.46%0.46%0.46%Q2 2020Q2 20201
FARR MILLER & WASHINGTON LLC/DC 110.01%0.01%0.01%Q2 2018Q2 20181
Spartan Fund Management Inc. 110.12%0.12%0.12%Q2 2022Q2 20221
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Register Financial Advisors LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Prime Capital Investment Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Wellesley Investment Partners, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
Texas Yale Capital Corp. 110.06%0.06%0.06%Q4 2020Q4 20201
PFG Advisors 110.04%0.04%0.04%Q2 2022Q2 20221
Canal Capital Management, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Dominick & Dominick LLC 110.06%0.06%0.06%Q1 2014Q1 20141
Mariner Wealth Advisors-NYC, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
GFS Advisors, LLC 110.08%0.08%0.08%Q1 2016Q1 20161
Doman Group, LLC 113.29%3.29%3.29%Q4 2021Q4 20211
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 110.48%0.48%0.48%Q3 2022Q3 20221
One Capital Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
SANDERS MORRIS HARRIS LLC 110.04%0.04%0.04%Q1 2016Q1 20161
Savant Capital, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
New World Advisors LLC 111.19%1.19%1.19%Q2 2021Q2 20211
Lionsbridge Wealth Management LLC 111.10%1.10%1.10%Q3 2020Q3 20201
ProVise Management Group, LLC 110.03%0.03%0.03%Q3 2013Q3 20131
OTA LLC 116.02%6.02%6.02%Q2 2014Q2 20141
Institute for Wealth Management, LLC. 110.10%0.10%0.10%Q4 2017Q4 20171
Cedar Brook Financial Partners, LLC 110.08%0.08%0.08%Q3 2019Q3 20191
Versant Capital Management, Inc 110.00%0.00%0.00%Q4 2015Q4 20151
Summit Trail Advisors, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q3 2013Q3 20131
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q3 2017Q3 20171
Pine Valley Investments Ltd Liability Co 110.04%0.04%0.04%Q3 2023Q3 20231
First Command Bank 110.00%0.00%0.00%Q4 2016Q4 20161
Icon Wealth Advisors, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Lindbrook Capital, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BlackRock Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Buck Wealth Strategies, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Glassy Mountain Advisors, Inc. 112.38%2.38%2.38%Q1 2023Q1 20231
COMERICA SECURITIES INC 110.07%0.07%0.07%Q3 2016Q3 20161
Vanguard Personalized Indexing Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
KANALY TRUST CO 110.00%0.00%0.00%Q4 2013Q4 20131
Opera Trading Capital 110.39%0.39%0.39%Q1 2016Q1 20161
External links

This page lists all the filers that currently own SPROTT PHYSICAL GOLD TRUST or have owned SPROTT PHYSICAL GOLD TRUST in the past.