Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Pekin Hardy Strauss, Inc. | 43 | 43 | 3.37% | 7.60% | 12.32% | Q1 2013 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Polar Asset Management Partners Inc. | 42 | 42 | 0.36% | 1.36% | 3.05% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LVM CAPITAL MANAGEMENT LTD/MI | 42 | 42 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
SPROTT INC. | 42 | 42 | 0.02% | 0.52% | 3.32% | Q2 2013 | Q3 2023 | 42 |
Baker Avenue Asset Management, LP | 42 | 42 | 0.03% | 0.11% | 0.79% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.03% | 0.09% | 0.38% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
EVERGREEN CAPITAL MANAGEMENT LLC | 24 | 17 | 0.01% | 0.51% | 3.10% | Q2 2013 | Q3 2023 | 41 |
JNBA Financial Advisors | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Family Capital Trust Co | 31 | 10 | 0.09% | 0.18% | 0.23% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Legacy Private Trust Co. | 41 | 41 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 41 |
BLAIR WILLIAM & CO/IL | 35 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Tower Research Capital LLC (TRC) | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
OPPENHEIMER & CO INC | 29 | 12 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.00% | 0.16% | 0.73% | Q4 2013 | Q3 2023 | 40 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.06% | 8.72% | 17.40% | Q4 2013 | Q3 2023 | 40 |
Cambridge Investment Research Advisors, Inc. | 40 | 40 | 0.01% | 0.03% | 0.12% | Q4 2013 | Q3 2023 | 40 |
Cetera Advisor Networks LLC | 22 | 18 | 0.02% | 0.08% | 0.20% | Q3 2013 | Q3 2023 | 40 |
Bank of New York Mellon Corp | 35 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 39 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 25 | 14 | 0.10% | 0.13% | 0.22% | Q4 2013 | Q3 2023 | 39 |
EP Wealth Advisors, LLC | 31 | 8 | 0.00% | 0.05% | 0.09% | Q4 2013 | Q3 2023 | 39 |
BAILARD, INC. | 31 | 2 | 0.04% | 0.31% | 0.76% | Q2 2013 | Q3 2023 | 39 |
BENNICAS & ASSOCIATES, INC. | 39 | 39 | 1.37% | 1.93% | 2.38% | Q2 2013 | Q4 2022 | 39 |
Private Advisor Group, LLC | 39 | 39 | 0.02% | 0.35% | 1.57% | Q1 2014 | Q3 2023 | 39 |
ACCOUNT MANAGEMENT LLC | 30 | 8 | 0.31% | 0.59% | 1.21% | Q2 2013 | Q3 2023 | 38 |
Creative Planning | 13 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.00% | 0.37% | 1.92% | Q2 2013 | Q3 2022 | 38 |
St. James Investment Company, LLC | 35 | 1 | 0.03% | 0.64% | 8.43% | Q2 2013 | Q3 2023 | 38 |
ENVESTNET ASSET MANAGEMENT INC | 35 | 3 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 38 |
Beaumont Financial Partners, LLC | 38 | 38 | 0.10% | 0.33% | 0.76% | Q2 2013 | Q3 2022 | 38 |
Highlander Capital Management, LLC | 37 | 37 | 0.00% | 0.11% | 0.17% | Q3 2014 | Q3 2023 | 37 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 28 | 9 | 0.01% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 37 |
Linscomb & Williams, Inc. | 37 | 37 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q1 2023 | 37 |
SCOTIA CAPITAL INC. | 28 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 37 |
WHITTIER TRUST CO OF NEVADA INC | 32 | 4 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 36 |
BRYN MAWR TRUST Co | 35 | 1 | 0.01% | 0.02% | 0.06% | Q1 2013 | Q2 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.07% | 0.30% | Q4 2014 | Q3 2023 | 36 |
Ledyard National Bank | 31 | 4 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2023 | 35 |
Janney Montgomery Scott LLC | 29 | 1 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 20 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 35 |
CENTRAL BANK & TRUST CO | 33 | 1 | 0.00% | 0.02% | 0.02% | Q3 2013 | Q3 2023 | 34 |
Garde Capital, Inc. | 34 | 34 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 34 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 34 |
Freestone Capital Holdings, LLC | 33 | 33 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 33 |
Bison Wealth, LLC | 33 | 33 | 0.05% | 0.13% | 0.21% | Q3 2015 | Q3 2023 | 33 |
Moors & Cabot, Inc. | 32 | 32 | 0.02% | 0.09% | 0.12% | Q4 2015 | Q3 2023 | 32 |
UBS Group AG | 23 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 32 |
OPTIMUM INVESTMENT ADVISORS | 17 | 4 | 0.00% | 0.12% | 0.32% | Q2 2014 | Q4 2023 | 32 |
FOSTER DYKEMA CABOT & CO INC/MA | 32 | 32 | 0.07% | 0.13% | 0.20% | Q4 2015 | Q3 2023 | 32 |
Proficio Capital Partners LLC | 32 | 32 | 0.08% | 0.73% | 2.80% | Q4 2015 | Q3 2023 | 32 |
Baird Financial Group, Inc. | 30 | 2 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 32 |
HOLLENCREST CAPITAL MANAGEMENT | 31 | 31 | 0.10% | 0.12% | 0.16% | Q1 2016 | Q3 2023 | 31 |
Forest Hill Capital, LLC | 31 | 31 | 0.61% | 6.06% | 10.76% | Q1 2016 | Q3 2023 | 31 |
WELCH & FORBES LLC | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
CIBC WORLD MARKET INC. | 31 | 31 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.07% | 0.21% | Q1 2016 | Q3 2023 | 31 |
HBK Sorce Advisory LLC | 31 | 31 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Freedom Investment Management, Inc. | 31 | 31 | 0.03% | 0.09% | 0.16% | Q1 2016 | Q3 2023 | 31 |
FIFTH THIRD BANCORP | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Peak Financial Management, Inc. | 30 | 1 | 0.05% | 0.12% | 0.15% | Q4 2015 | Q3 2023 | 31 |
STEPHENS INC /AR/ | 21 | 10 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 31 |
HUNTINGTON NATIONAL BANK | 18 | 4 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 30 |
OTA Financial Group L.P. | 9 | 1 | 0.12% | 4.40% | 14.71% | Q2 2013 | Q4 2022 | 30 |
Avenir Corp | 30 | 30 | 0.03% | 0.05% | 0.08% | Q2 2016 | Q3 2023 | 30 |
WHITTIER TRUST CO | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Cutter & CO Brokerage, Inc. | 30 | 30 | 0.03% | 0.05% | 0.13% | Q2 2016 | Q3 2023 | 30 |
FIRST MANHATTAN CO. LLC. | 16 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
A. D. Beadell Investment Counsel, Inc. | 30 | 30 | 1.15% | 1.63% | 2.50% | Q2 2016 | Q3 2023 | 30 |
ClearBridge Investments | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 29 |
FRONTIER INVESTMENT MGMT CO | 29 | 29 | 0.03% | 0.37% | 4.08% | Q2 2013 | Q2 2020 | 29 |
Private Wealth Partners, LLC | 17 | 3 | 0.06% | 0.19% | 0.64% | Q2 2013 | Q3 2021 | 29 |
Carroll Financial Associates, Inc. | 27 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q4 2021 | 29 |
Stonebridge Capital Advisors LLC | 29 | 29 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 29 |
Filament LLC | 28 | 1 | 0.11% | 1.46% | 4.44% | Q2 2013 | Q3 2020 | 29 |
TORONTO DOMINION BANK | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 28 |
BSW Wealth Partners | 25 | 3 | 0.06% | 0.10% | 0.39% | Q4 2014 | Q3 2023 | 28 |
Aveo Capital Partners, LLC | 28 | 28 | 0.07% | 0.20% | 1.10% | Q4 2016 | Q3 2023 | 28 |
GOFEN & GLOSSBERG LLC /IL/ | 28 | 28 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2022 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 28 |
StoneX Group Inc. | 22 | 6 | 0.09% | 0.25% | 0.72% | Q3 2016 | Q3 2023 | 28 |
REGIONS FINANCIAL CORP | 27 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 28 |
Carnegie Capital Asset Management, LLC | 17 | 10 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q4 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q4 2019 | 27 |
North Star Investment Management Corp. | 14 | 12 | 0.00% | 0.08% | 0.26% | Q2 2016 | Q3 2023 | 26 |
Oxbow Advisors, LLC | 22 | 4 | 0.03% | 0.06% | 0.09% | Q2 2015 | Q1 2023 | 26 |
CHASE INVESTMENT COUNSEL CORP | 26 | 26 | 0.06% | 0.93% | 1.74% | Q1 2016 | Q2 2022 | 26 |
First Personal Financial Services | 25 | 25 | 0.02% | 0.03% | 0.07% | Q1 2016 | Q1 2022 | 25 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 24 | 1 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 25 |
Essex Financial Services, Inc. | 25 | 25 | 0.06% | 0.45% | 0.74% | Q3 2017 | Q3 2023 | 25 |
JPMORGAN CHASE & CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
Legacy Capital Partners, Inc. | 25 | 25 | 1.61% | 2.03% | 2.57% | Q1 2016 | Q1 2022 | 25 |
TIAA, FSB | 25 | 25 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 25 |
Advisory Services Network, LLC | 15 | 5 | 0.01% | 0.10% | 0.19% | Q3 2015 | Q3 2023 | 25 |
Avidian Wealth Solutions, LLC | 22 | 2 | 0.04% | 0.08% | 0.18% | Q2 2016 | Q3 2023 | 24 |
D.A. DAVIDSON & CO. | 24 | 24 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
K.J. Harrison & Partners Inc | 24 | 24 | 0.04% | 0.40% | 2.05% | Q4 2017 | Q3 2023 | 24 |
Claret Asset Management Corp | 24 | 24 | 0.16% | 0.20% | 0.28% | Q4 2017 | Q3 2023 | 24 |
Diligent Investors, LLC | 24 | 24 | 0.04% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 24 |
BROWN BROTHERS HARRIMAN & CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 24 |
LAU ASSOCIATES LLC | 24 | 24 | 0.17% | 1.60% | 4.93% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Pacific Center for Financial Services | 18 | 2 | 0.00% | 0.05% | 0.07% | Q2 2017 | Q3 2023 | 23 |
Benchmark Capital Advisors | 23 | 23 | 0.48% | 1.46% | 2.70% | Q2 2013 | Q4 2018 | 23 |
USCA RIA LLC | 23 | 23 | 0.02% | 0.03% | 0.08% | Q4 2015 | Q2 2021 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.10% | 0.13% | 0.20% | Q1 2018 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2018 | 23 |
WHITE PINE CAPITAL LLC | 23 | 23 | 0.15% | 0.22% | 0.30% | Q1 2018 | Q3 2023 | 23 |
Parallel Advisors, LLC | 16 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 23 |
Virtu Financial LLC | 20 | 1 | 0.01% | 0.56% | 2.58% | Q2 2013 | Q3 2019 | 23 |
1832 Asset Management L.P. | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 23 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 22 |
FEDERATED HERMES, INC. | 9 | 2 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 22 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Sterneck Capital Management, LLC | 14 | 8 | 0.11% | 0.92% | 2.13% | Q1 2016 | Q4 2022 | 22 |
JANUS HENDERSON GROUP PLC | 19 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Keel Point, LLC | 20 | 1 | 0.04% | 0.27% | 0.56% | Q3 2016 | Q3 2023 | 21 |
Mountain Lake Investment Management LLC | 14 | 6 | 0.20% | 2.71% | 5.39% | Q2 2013 | Q3 2023 | 20 |
Quantum Capital Management, LLC / NJ | 20 | 20 | 0.12% | 0.46% | 1.29% | Q2 2013 | Q1 2018 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.11% | 0.45% | 1.36% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.03% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 20 | 20 | 3.00% | 4.02% | 5.35% | Q4 2018 | Q3 2023 | 20 |
Abacus Planning Group, Inc. | 20 | 20 | 0.26% | 0.65% | 1.54% | Q4 2018 | Q3 2023 | 20 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 19 | 19 | 4.34% | 6.71% | 10.08% | Q1 2019 | Q3 2023 | 19 |
CITIGROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 19 |
Valeo Financial Advisors, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.29% | 0.36% | 0.49% | Q2 2018 | Q4 2022 | 19 |
DAVENPORT & Co LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.05% | 0.12% | Q1 2016 | Q4 2021 | 19 |
Stratos Wealth Partners, LTD. | 14 | 1 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 19 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 19 |
RAYMOND JAMES TRUST N.A. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Mariner, LLC | 14 | 5 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 19 |
Guild Investment Management, Inc. | 17 | 1 | 0.33% | 5.78% | 11.11% | Q1 2012 | Q3 2023 | 19 |
Onex Canada Asset Management Inc. | 13 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 19 |
IHT Wealth Management, LLC | 10 | 9 | 0.01% | 0.06% | 0.21% | Q4 2016 | Q3 2023 | 19 |
WealthBridge Capital Management, LLC | 13 | 6 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q3 2023 | 19 |
New Harbor Financial Group, LLC | 9 | 1 | 0.02% | 0.20% | 1.50% | Q3 2013 | Q3 2023 | 18 |
INGALLS & SNYDER LLC | 15 | 3 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q3 2017 | 18 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.03% | 0.15% | Q4 2014 | Q3 2023 | 18 |
Weiss Asset Management LP | 4 | 1 | 0.04% | 3.39% | 23.08% | Q2 2013 | Q3 2023 | 18 |
AMERICAN CENTURY COMPANIES INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
First Allied Advisory Services, Inc. | 9 | 4 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2019 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2017 | 18 |
CROFT-LEOMINSTER INC | 18 | 18 | 0.09% | 0.17% | 0.25% | Q2 2013 | Q3 2017 | 18 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 11 | 3 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 18 |
Rehmann Capital Advisory Group | 15 | 3 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 18 |
FAS Wealth Partners, Inc. | 18 | 18 | 0.02% | 0.09% | 0.15% | Q2 2019 | Q3 2023 | 18 |
COHEN & STEERS, INC. | 13 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 18 |
DEUTSCHE BANK AG\ | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 17 |
BB&T SECURITIES, LLC | 11 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 17 |
B. Riley Wealth Management, Inc. | 16 | 1 | 0.00% | 0.15% | 0.25% | Q1 2014 | Q2 2022 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Baker Ellis Asset Management LLC | 17 | 17 | 0.03% | 0.10% | 0.21% | Q3 2019 | Q3 2023 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
SouthState Corp | 15 | 1 | 0.02% | 1.75% | 2.89% | Q4 2017 | Q3 2023 | 17 |
Concert Wealth Management Inc. | 16 | 1 | 0.01% | 0.09% | 0.93% | Q2 2013 | Q3 2017 | 17 |
Almanack Investment Partners, LLC. | 13 | 4 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q2 2022 | 17 |
WFG Advisors, LP | 17 | 17 | 0.34% | 0.44% | 0.54% | Q2 2013 | Q2 2017 | 17 |
MUFG Americas Holdings Corp | 17 | 17 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q3 2017 | 17 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 17 |
Snowden Capital Advisors LLC | 9 | 8 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 17 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Red Door Wealth Management, LLC | 16 | 16 | 0.29% | 1.70% | 3.63% | Q4 2019 | Q3 2023 | 16 |
G&S Capital LLC | 16 | 16 | 0.02% | 0.56% | 1.06% | Q4 2019 | Q3 2023 | 16 |
Bleichroeder LP | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Independence Advisors, LLC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q3 2016 | Q2 2020 | 16 |
Lineweaver Wealth Advisors, LLC | 16 | 16 | 0.08% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Glassman Wealth Services | 16 | 16 | 0.07% | 0.10% | 0.16% | Q2 2019 | Q1 2023 | 16 |
NovaPoint Capital, LLC | 16 | 16 | 0.97% | 1.52% | 2.16% | Q4 2019 | Q3 2023 | 16 |
Global Endowment Management, LP | 14 | 2 | 0.06% | 0.45% | 0.84% | Q1 2016 | Q3 2023 | 16 |
Quilter Plc | 16 | 16 | 0.18% | 0.65% | 2.36% | Q4 2019 | Q3 2023 | 16 |
Citizens Business Bank | 16 | 16 | 0.14% | 0.87% | 1.39% | Q4 2012 | Q3 2016 | 16 |
AMERIPRISE FINANCIAL INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 16 |
CHEMICAL BANK | 15 | 1 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q1 2019 | 16 |
LINCOLN NATIONAL CORP | 16 | 16 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Covington Capital Management | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
Smithfield Trust Co | 16 | 16 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2020 | 16 |
SVB WEALTH LLC | 14 | 2 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 16 |
CENTRAL TRUST Co | 16 | 16 | 0.03% | 2.33% | 3.43% | Q4 2019 | Q3 2023 | 16 |
CWM, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 16 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 16 |
Capital Wealth Alliance, LLC | 16 | 16 | 6.27% | 8.40% | 10.44% | Q4 2019 | Q3 2023 | 16 |
Biltmore Family Office, LLC | 15 | 15 | 0.61% | 0.97% | 1.39% | Q1 2020 | Q3 2023 | 15 |
Northside Capital Management, LLC | 15 | 15 | 0.21% | 0.41% | 0.63% | Q3 2019 | Q1 2023 | 15 |
TRUIST FINANCIAL CORP | 11 | 1 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q3 2023 | 15 |
Auxano Advisors, LLC | 15 | 15 | 5.42% | 6.68% | 9.20% | Q1 2020 | Q3 2023 | 15 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 15 | 0.00% | 0.02% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Avior Wealth Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Cannell & Co. | 15 | 15 | 0.35% | 0.41% | 0.48% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Veracity Capital LLC | 15 | 15 | 0.07% | 0.26% | 0.50% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2016 | 15 |
SOROS CAPITAL MANAGEMENT LLC | 15 | 15 | 0.04% | 0.32% | 0.97% | Q1 2020 | Q3 2023 | 15 |
True North Advisors, LLC | 12 | 3 | 0.06% | 0.46% | 2.68% | Q4 2019 | Q3 2023 | 15 |
ISLAY CAPITAL MANAGEMENT, LLC | 13 | 2 | 0.39% | 0.47% | 0.62% | Q4 2019 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CIBC Private Wealth Group, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
TELEMUS CAPITAL, LLC | 15 | 15 | 0.19% | 0.39% | 0.58% | Q1 2020 | Q3 2023 | 15 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.09% | 1.20% | Q4 2016 | Q3 2023 | 15 |
SENTINEL PENSION ADVISORS INC | 15 | 15 | 3.02% | 3.88% | 5.94% | Q1 2020 | Q3 2023 | 15 |
SALEM INVESTMENT COUNSELORS INC | 9 | 6 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q1 2021 | 15 |
Graypoint LLC | 15 | 15 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Verity Asset Management, Inc. | 9 | 5 | 0.18% | 0.28% | 0.51% | Q1 2020 | Q3 2023 | 14 |
HOWLAND CAPITAL MANAGEMENT LLC | 14 | 14 | 0.34% | 0.75% | 1.04% | Q2 2020 | Q3 2023 | 14 |
Integrated Wealth Concepts LLC | 14 | 14 | 0.04% | 0.19% | 0.50% | Q2 2020 | Q3 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 14 |
HC Advisors, LLC | 14 | 14 | 0.58% | 0.77% | 1.02% | Q2 2020 | Q3 2023 | 14 |
O'Brien Greene & Co. Inc | 14 | 14 | 1.08% | 2.06% | 2.38% | Q2 2020 | Q3 2023 | 14 |
Community Bank, N.A. | 14 | 14 | 0.05% | 0.10% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Independent Family Office, LLC | 14 | 14 | 0.18% | 0.43% | 0.62% | Q2 2020 | Q3 2023 | 14 |
Insight Wealth Partners, LLC | 14 | 14 | 0.34% | 0.95% | 2.17% | Q2 2020 | Q3 2023 | 14 |
J Arnold Wealth Management Co | 14 | 14 | 0.12% | 0.22% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Hubbell Strickland Wealth Management, LLC | 14 | 14 | 0.94% | 2.14% | 2.60% | Q2 2020 | Q3 2023 | 14 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
PERRITT CAPITAL MANAGEMENT INC | 14 | 14 | 2.81% | 3.34% | 4.04% | Q2 2020 | Q3 2023 | 14 |
TIEMANN INVESTMENT ADVISORS, LLC | 14 | 14 | 0.10% | 0.13% | 0.15% | Q2 2020 | Q3 2023 | 14 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 10 | 1 | 0.02% | 0.05% | 0.09% | Q2 2015 | Q1 2021 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.02% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 14 |
PECAUT & CO. | 13 | 13 | 0.10% | 0.39% | 0.90% | Q3 2020 | Q3 2023 | 13 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 1 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 13 |
Financial Sense Advisors, Inc. | 7 | 6 | 0.08% | 0.48% | 1.20% | Q2 2020 | Q3 2023 | 13 |
Kingsview Wealth Management, LLC | 6 | 3 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 13 |
BALDWIN BROTHERS LLC/MA | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 13 |
JUPITER ASSET MANAGEMENT LTD | 13 | 13 | 0.43% | 0.76% | 1.04% | Q3 2020 | Q3 2023 | 13 |
B. Riley Wealth Advisors, Inc. | 13 | 13 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
SeaCrest Wealth Management, LLC | 13 | 13 | 0.13% | 0.20% | 0.31% | Q3 2020 | Q3 2023 | 13 |
Ausdal Financial Partners, Inc. | 13 | 13 | 0.13% | 0.46% | 0.76% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
JOHNSON INVESTMENT COUNSEL INC | 13 | 13 | 0.09% | 0.45% | 1.31% | Q2 2016 | Q2 2019 | 13 |
BRADLEY FOSTER & SARGENT INC/CT | 12 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 13 |
Quadrant Private Wealth Management, LLC | 9 | 4 | 0.18% | 0.40% | 0.58% | Q2 2020 | Q3 2023 | 13 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 13 |
Equitable Holdings, Inc. | 7 | 2 | 0.00% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 13 |
Hunting Hill Global Capital, LLC | 13 | 13 | 0.08% | 0.20% | 0.48% | Q4 2019 | Q4 2022 | 13 |
Clearstead Advisors, LLC | 13 | 13 | 0.09% | 0.14% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Private Harbour Investment Management & Counsel, LLC | 13 | 13 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q2 2016 | 13 |
TOMPKINS FINANCIAL CORP | 10 | 3 | 0.02% | 0.09% | 0.17% | Q3 2020 | Q4 2023 | 13 |
CWA Asset Management Group, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Laird Norton Wetherby Trust Company, LLC | 12 | 12 | 1.62% | 2.02% | 3.35% | Q4 2020 | Q3 2023 | 12 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 12 | 12 | 0.08% | 0.19% | 0.39% | Q4 2020 | Q3 2023 | 12 |
VAN DEN BERG MANAGEMENT I, INC | 12 | 12 | 1.75% | 2.30% | 3.53% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 8 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 12 |
ATLAS CAPITAL ADVISORS LLC | 11 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Cypress Wealth Services, LLC | 12 | 12 | 0.05% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
REILLY FINANCIAL ADVISORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 12 |
Partnervest Advisory Services LLC | 8 | 4 | 0.07% | 0.10% | 0.13% | Q2 2016 | Q3 2020 | 12 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 12 | 12 | 0.03% | 0.04% | 0.06% | Q2 2015 | Q1 2018 | 12 |
Cetera Advisors LLC | 10 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 12 |
Prospera Financial Services Inc | 9 | 3 | 0.01% | 0.07% | 0.16% | Q1 2016 | Q3 2023 | 12 |
Arnhold LLC | 12 | 12 | 0.04% | 0.12% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.13% | 0.26% | 0.60% | Q4 2020 | Q3 2023 | 12 |
Nadler Financial Group, Inc. | 9 | 3 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 0.72% | 2.16% | 3.44% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Equinox Partners Investment Management LLC | 12 | 12 | 0.85% | 1.21% | 1.64% | Q4 2020 | Q3 2023 | 12 |
Amitell Capital Pte Ltd | 12 | 12 | 2.52% | 4.32% | 9.59% | Q4 2020 | Q3 2023 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.24% | 0.35% | 0.65% | Q4 2020 | Q3 2023 | 12 |
ADE, LLC | 12 | 12 | 0.44% | 0.76% | 1.87% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 2.84% | 7.24% | 9.65% | Q4 2019 | Q3 2022 | 12 |
Cambridge Advisors Inc. | 12 | 12 | 0.09% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Belpointe Asset Management LLC | 6 | 6 | 0.01% | 0.06% | 0.18% | Q2 2019 | Q1 2023 | 12 |
Lido Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sepio Capital, LP | 12 | 12 | 0.02% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 12 |
SNS Financial Group, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q3 2019 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Bridge Advisory, LLC | 12 | 12 | 3.71% | 4.89% | 6.04% | Q4 2020 | Q3 2023 | 12 |
JFS WEALTH ADVISORS, LLC | 6 | 1 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q2 2022 | 11 |
Prestige Wealth Management Group LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Strategic Blueprint, LLC | 11 | 11 | 0.02% | 0.14% | 0.18% | Q1 2021 | Q3 2023 | 11 |
NewEdge Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.03% | 0.10% | 0.25% | Q3 2013 | Q3 2023 | 11 |
Summit Financial Wealth Advisors, LLC | 10 | 1 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q2 2023 | 11 |
Oppenheimer & Close, LLC | 11 | 11 | 0.27% | 0.36% | 0.58% | Q1 2021 | Q3 2023 | 11 |
BCS Wealth Management | 11 | 11 | 0.14% | 0.49% | 0.66% | Q2 2020 | Q4 2022 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 5 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 11 |
MEEDER ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
Veritable, L.P. | 8 | 3 | 0.01% | 0.01% | 0.04% | Q4 2012 | Q2 2023 | 11 |
Argentus Capital Management, LLC | 8 | 3 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q2 2016 | 11 |
CREDIT SUISSE AG/ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2022 | 11 |
E&G Advisors, LP | 7 | 1 | 0.09% | 0.26% | 0.88% | Q3 2019 | Q3 2023 | 11 |
Bluefin Trading, LLC | 4 | 1 | 0.08% | 0.57% | 1.63% | Q2 2013 | Q2 2018 | 11 |
Fiera Capital Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 11 |
MONTAG A & ASSOCIATES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
FIDUCIARY TRUST CO | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Stratos Wealth Advisors, LLC | 8 | 3 | 0.01% | 0.08% | 0.23% | Q2 2020 | Q3 2023 | 11 |
KEYBANK NATIONAL ASSOCIATION/OH | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q2 2015 | 11 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q1 2017 | 11 |
Simplicity Solutions, LLC | 10 | 10 | 0.05% | 0.61% | 1.86% | Q2 2021 | Q3 2023 | 10 |
KEELEY ASSET MANAGEMENT CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Neuberger Berman Group LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Van Hulzen Asset Management, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
Spire Wealth Management | 6 | 4 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Sandy Spring Bank | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FIRST HAWAIIAN BANK | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
S.A. Mason LLC | 8 | 2 | 0.00% | 0.12% | 0.17% | Q4 2019 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Barrett Asset Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.06% | 0.26% | 0.63% | Q4 2020 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
First Eagle Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 10 |
COURAGE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.45% | 4.36% | 12.85% | Q2 2021 | Q3 2023 | 10 |
X-Square Capital, LLC | 10 | 10 | 0.09% | 0.13% | 0.19% | Q4 2017 | Q1 2020 | 10 |
CATAWBA CAPITAL MANAGEMENT /VA | 10 | 10 | 0.07% | 0.11% | 0.20% | Q1 2016 | Q2 2018 | 10 |
Joel Isaacson & Co., LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q4 2016 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2018 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
LINCOLN CAPITAL CORP | 9 | 9 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q2 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Nachman Norwood & Parrott, Inc | 9 | 9 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q2 2021 | 9 |
Hilltop Holdings Inc. | 7 | 2 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2015 | 9 |
Beacon Capital Management, Inc. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 9 |
SEAVIEW INVESTMENT MANAGERS LLC | 9 | 9 | 0.35% | 0.47% | 0.61% | Q3 2021 | Q3 2023 | 9 |
LUCAS CAPITAL MANAGEMENT | 9 | 9 | 0.05% | 0.09% | 0.13% | Q1 2014 | Q1 2016 | 9 |
BESSEMER GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2021 | 9 |
INVESTMENT CENTERS OF AMERICA INC | 7 | 1 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q1 2016 | 9 |
Live Oak Private Wealth LLC | 9 | 9 | 0.26% | 0.30% | 0.33% | Q1 2021 | Q1 2023 | 9 |
Altus Capital Inc. | 9 | 9 | 0.49% | 0.83% | 1.47% | Q2 2013 | Q2 2015 | 9 |
MATHER GROUP, LLC. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 9 |
PORTOLA GROUP INC /CA | 9 | 9 | 8.06% | 8.98% | 10.21% | Q2 2013 | Q2 2015 | 9 |
Analyst IMS Investment Management Services Ltd. | 9 | 9 | 0.04% | 0.08% | 0.11% | Q4 2016 | Q4 2018 | 9 |
CAMBRIDGE TRUST CO | 6 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2015 | 9 |
Foresight Wealth Management, LLC | 9 | 9 | 0.00% | 0.07% | 0.15% | Q2 2020 | Q2 2022 | 9 |
Seamans Capital Management, LLC | 9 | 9 | 1.02% | 3.30% | 9.27% | Q2 2013 | Q2 2015 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Euro Pacific Asset Management, LLC | 7 | 1 | 0.02% | 0.18% | 0.29% | Q4 2019 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Smith Affiliated Capital Corp. | 7 | 1 | 0.10% | 16.07% | 43.86% | Q1 2012 | Q3 2017 | 9 |
Lane Generational LLC | 8 | 8 | 0.57% | 0.89% | 1.11% | Q4 2021 | Q3 2023 | 8 |
Key FInancial Inc | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BARCLAYS PLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 8 |
Brinker Capital Investments, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
SENTINEL TRUST CO LBA | 8 | 8 | 0.26% | 0.46% | 0.67% | Q2 2020 | Q1 2022 | 8 |
KING INVESTMENT ADVISORS INC/TX | 8 | 8 | 0.17% | 0.18% | 0.19% | Q2 2013 | Q1 2015 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.06% | 0.09% | 0.15% | Q4 2021 | Q3 2023 | 8 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.04% | 0.12% | Q3 2016 | Q1 2021 | 8 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.06% | 1.26% | 4.25% | Q3 2021 | Q3 2023 | 8 |
Meixler Investment Management, Ltd. | 8 | 8 | 10.68% | 12.73% | 14.40% | Q4 2021 | Q3 2023 | 8 |
Mutual Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q3 2019 | 8 |
TCI Wealth Advisors, Inc. | 6 | 1 | 0.00% | 0.02% | 0.02% | Q3 2013 | Q3 2023 | 8 |
RFG Advisory, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Birch Capital Management, LLC | 8 | 8 | 0.00% | 0.48% | 0.76% | Q4 2020 | Q3 2022 | 8 |
Cordasco Financial Network | 8 | 8 | 0.22% | 0.25% | 0.27% | Q3 2020 | Q2 2022 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Mission Creek Capital Partners, Inc. | 8 | 8 | 0.04% | 0.08% | 0.11% | Q1 2021 | Q4 2022 | 8 |
Concorde Financial Corp | 8 | 8 | 6.21% | 10.30% | 21.00% | Q4 2021 | Q3 2023 | 8 |
Yellowstone Partners, LLC | 8 | 8 | 0.10% | 0.20% | 0.28% | Q4 2013 | Q3 2015 | 8 |
Caprock Group, LLC | 7 | 1 | 0.07% | 0.14% | 0.36% | Q4 2014 | Q1 2017 | 8 |
GREAT VALLEY ADVISOR GROUP, INC. | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
ASSET ADVISORS CORP | 8 | 8 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q2 2018 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.07% | 0.16% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Arkos Global Advisors | 8 | 8 | 0.19% | 0.45% | 0.56% | Q4 2018 | Q3 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2019 | 8 |
Wealth Alliance Advisory Group, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 8 |
MKT Advisors LLC | 8 | 8 | 0.34% | 0.35% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Clarus Group, Inc. | 5 | 3 | 0.14% | 0.18% | 0.22% | Q1 2021 | Q1 2023 | 8 |
Sound View Wealth Advisors Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
FineMark National Bank & Trust | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 8 |
BOKF, NA | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 8 |
Hedges Asset Management LLC | 8 | 8 | 1.16% | 1.26% | 1.35% | Q4 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.00% | 0.17% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Phraction Management LLC | 8 | 8 | 0.91% | 1.06% | 1.31% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
St. Johns Investment Management Company, LLC | 8 | 8 | 0.05% | 0.16% | 0.36% | Q2 2020 | Q1 2022 | 8 |
PRIO WEALTH LIMITED PARTNERSHIP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Allworth Financial LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
ORRELL CAPITAL MANAGEMENT INC | 8 | 8 | 0.38% | 0.73% | 0.85% | Q4 2013 | Q3 2015 | 8 |
PHILADELPHIA TRUST CO | 8 | 8 | 0.01% | 0.33% | 0.94% | Q4 2021 | Q3 2023 | 8 |
Latigo Investments, LLC | 8 | 8 | 1.87% | 2.21% | 2.52% | Q4 2021 | Q3 2023 | 8 |
Darwin Wealth Management, LLC | 4 | 1 | 0.00% | 0.21% | 0.48% | Q1 2020 | Q3 2023 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 8 | 0.00% | 0.31% | 0.45% | Q2 2013 | Q1 2015 | 8 |
MML INVESTORS SERVICES, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2015 | 8 |
GLOBAL STRATEGIC MANAGEMENT INC | 8 | 8 | 0.59% | 1.09% | 1.68% | Q1 2019 | Q4 2020 | 8 |
GOLDMAN SACHS GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q1 2014 | 8 |
Rappaport Reiches Capital Management, LLC | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Koss-Olinger Consulting, LLC | 7 | 7 | 1.54% | 1.72% | 1.92% | Q1 2021 | Q3 2022 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
HARBOR ADVISORY CORP /MA/ | 7 | 7 | 0.15% | 0.29% | 0.39% | Q4 2020 | Q2 2022 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.02% | 0.08% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 1 | 0.22% | 0.33% | 0.50% | Q1 2020 | Q3 2023 | 7 |
Independent Wealth Network Inc. | 7 | 7 | 0.10% | 0.10% | 0.11% | Q3 2021 | Q1 2023 | 7 |
Paloma Partners Management Co | 7 | 7 | 0.08% | 0.16% | 0.22% | Q2 2013 | Q4 2014 | 7 |
CUE ADVISORY SERVICES, INC. | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2017 | Q3 2018 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.48% | 0.70% | 1.00% | Q4 2015 | Q2 2017 | 7 |
NORTHEAST INVESTMENT MANAGEMENT | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2018 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 7 |
CIDEL ASSET MANAGEMENT INC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Straight Path Wealth Management | 7 | 7 | 0.10% | 0.41% | 0.51% | Q1 2022 | Q3 2023 | 7 |
BREWIN DOLPHIN LTD | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.41% | 0.47% | 0.53% | Q4 2021 | Q3 2023 | 7 |
MATRIX PRIVATE CAPITAL GROUP LLC | 7 | 7 | 0.12% | 0.14% | 0.17% | Q1 2021 | Q3 2022 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.03% | 0.06% | 0.09% | Q2 2019 | Q1 2021 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Ranch Capital Advisors Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 7 | 7 | 0.10% | 0.21% | 0.27% | Q1 2016 | Q3 2017 | 7 |
Silicon Hills Wealth Management, LLC | 7 | 7 | 0.12% | 0.25% | 0.34% | Q4 2019 | Q2 2021 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Ameritas Advisory Services, LLC | 7 | 7 | 0.01% | 0.13% | 0.32% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.18% | 0.20% | 0.25% | Q2 2013 | Q4 2014 | 7 |
Occidental Asset Management, LLC | 7 | 7 | 0.08% | 0.12% | 0.16% | Q2 2020 | Q4 2021 | 7 |
TOWER BRIDGE ADVISORS | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Plancorp, LLC | 6 | 1 | 0.07% | 0.12% | 0.30% | Q1 2016 | Q4 2017 | 7 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 4 | 3 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2022 | 7 |
OneDigital Investment Advisors LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 7 |
Warwick Investment Management, Inc. | 4 | 3 | 1.12% | 1.33% | 1.52% | Q4 2021 | Q3 2023 | 7 |
Inspire Advisors, LLC | 5 | 2 | 0.05% | 0.73% | 1.23% | Q2 2021 | Q3 2023 | 7 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 6 |
Financial Advocates Investment Management | 5 | 1 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 6 |
Missouri Trust & Investment Co | 6 | 6 | 0.01% | 0.01% | 0.04% | Q2 2022 | Q3 2023 | 6 |
SkyView Investment Advisors, LLC | 3 | 1 | 0.06% | 0.11% | 0.18% | Q4 2020 | Q2 2023 | 6 |
Cardan Capital Partners, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2021 | 6 |
THOMPSON DAVIS & CO., INC. | 6 | 6 | 0.17% | 0.27% | 0.46% | Q1 2022 | Q2 2023 | 6 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q3 2019 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.06% | 0.12% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Addison Capital Co | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Physician Wealth Advisors, Inc. | 6 | 6 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Mach-1 Financial Group, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 6 |
Icon Wealth Partners, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
Strategic Wealth Management Group, LLC | 6 | 6 | 0.13% | 0.30% | 0.86% | Q4 2018 | Q1 2020 | 6 |
Baystate Wealth Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.07% | 0.21% | Q4 2020 | Q3 2023 | 6 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.00% | 0.08% | 0.22% | Q2 2018 | Q2 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
J.W. COLE ADVISORS, INC. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q3 2014 | 6 |
IMC-Chicago, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
EATON VANCE MANAGEMENT | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 6 |
SMI Advisory Services, LLC | 5 | 1 | 13.88% | 15.00% | 16.23% | Q1 2022 | Q3 2023 | 6 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 6 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.08% | 0.10% | Q4 2016 | Q3 2023 | 6 |
Capital Investment Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2023 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Pettinga Financial Advisors LLC | 6 | 6 | 0.06% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
SIGNATUREFD, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2021 | 6 |
Violich Capital Management, Inc. | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2021 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Bellwether Investment Group, LLC | 5 | 1 | 0.16% | 0.61% | 0.96% | Q2 2016 | Q4 2017 | 6 |
Sound Income Strategies, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
LOOMIS SAYLES & CO L P | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
Cresset Asset Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
RPG Investment Advisory, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
Anson Funds Management LP | 3 | 2 | 1.52% | 2.47% | 3.58% | Q4 2014 | Q3 2016 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
RHS Financial, LLC | 3 | 2 | 0.20% | 0.51% | 1.10% | Q2 2019 | Q1 2021 | 5 |
Epic Trust Investment Advisors, LLC | 4 | 1 | 0.19% | 0.25% | 0.35% | Q2 2022 | Q3 2023 | 5 |
IPG Investment Advisors LLC | 4 | 1 | 0.06% | 0.15% | 0.21% | Q4 2020 | Q2 2022 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
DIALECTIC CAPITAL MANAGEMENT, LP | 5 | 5 | 0.12% | 0.52% | 0.85% | Q2 2013 | Q2 2014 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 5 | 0.28% | 3.50% | 6.75% | Q4 2013 | Q4 2014 | 5 |
Whitegate Investment Counselors, Inc. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2021 | 5 |
Apriem Advisors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
SUNTRUST BANKS INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Archer Investment Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Lee Financial Co | 2 | 1 | 0.00% | 0.12% | 0.34% | Q4 2016 | Q3 2020 | 5 |
Monaco Asset Management SAM | 5 | 5 | 5.09% | 6.26% | 7.38% | Q1 2022 | Q1 2023 | 5 |
Iron Horse Wealth Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q2 2023 | 5 |
Asset Dedication, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Wealthspire Advisors, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 5 |
Saddle Road Partners, LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q4 2015 | Q4 2016 | 5 |
Alpha Omega Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
TOTH FINANCIAL ADVISORY CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 5 |
NWAM LLC | 5 | 5 | 0.02% | 0.05% | 0.08% | Q3 2016 | Q3 2017 | 5 |
Private Ocean, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 5 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 5 | 5 | 0.12% | 0.16% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.20% | 0.26% | 0.32% | Q4 2013 | Q4 2014 | 5 |
KCM INVESTMENT ADVISORS LLC | 4 | 1 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q4 2015 | 5 |
Moloney Securities Asset Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
Smith, Salley & Associates | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Firestone Capital Management | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2021 | 5 |
WEALTHSOURCE PARTNERS, LLC | 4 | 1 | 0.04% | 0.06% | 0.15% | Q1 2020 | Q3 2022 | 5 |
Coombe, Bender & Co LLC | 5 | 5 | 0.11% | 0.12% | 0.13% | Q2 2022 | Q2 2023 | 5 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 5 |
Schubert & Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Crown Wealth Group, LLC | 4 | 1 | 0.16% | 0.39% | 0.94% | Q1 2022 | Q3 2023 | 5 |
Southeast Asset Advisors Inc. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 1.06% | 1.21% | 1.36% | Q4 2018 | Q4 2019 | 5 |
Eidelman Virant Capital | 5 | 5 | 0.35% | 0.47% | 0.60% | Q4 2018 | Q4 2019 | 5 |
WADDELL & ASSOCIATES, LLC | 5 | 5 | 0.09% | 0.15% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BOSTON PRIVATE BANK & TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Orinda Asset Management LLC | 5 | 5 | 0.46% | 0.61% | 0.73% | Q3 2013 | Q3 2014 | 5 |
Robinson Value Management, Ltd. | 5 | 5 | 0.01% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q3 2023 | 5 |
Weiss Multi-Strategy Advisers LLC | 3 | 2 | 0.04% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 5 |
Knowledge Leaders Capital, LLC | 5 | 5 | 2.26% | 7.67% | 16.05% | Q3 2017 | Q3 2018 | 5 |
Lucia Wealth Services, LLC | 5 | 5 | 1.48% | 2.03% | 2.59% | Q3 2019 | Q3 2020 | 5 |
Laurel Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Bleakley Financial Group, LLC | 4 | 4 | 1.84% | 1.97% | 2.04% | Q4 2022 | Q3 2023 | 4 |
BANQUE PICTET & CIE SA | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Fore Research & Management, LP | 4 | 4 | 0.08% | 0.16% | 0.27% | Q4 2015 | Q3 2016 | 4 |
Geneva Partners, LLC | 4 | 4 | 0.30% | 0.41% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.18% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Independence Bank of Kentucky | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
China Universal Asset Management Co., Ltd. | 4 | 4 | 0.68% | 0.97% | 1.13% | Q4 2021 | Q3 2022 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 4 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Investors Research Corp | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.04% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 4 |
Trilogy Capital Inc. | 4 | 4 | 0.10% | 0.10% | 0.11% | Q2 2021 | Q1 2022 | 4 |
Procyon Advisors, LLC | 4 | 4 | 0.07% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
PRICE T ROWE ASSOCIATES INC /MD/ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 4 |
FARMERS TRUST CO | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
SURIENCE PRIVATE WEALTH LLC | 3 | 1 | 2.14% | 3.25% | 4.88% | Q4 2021 | Q4 2022 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Pacific Sage Partners, LLC | 4 | 4 | 1.38% | 1.45% | 1.58% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.09% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Capital Advantage, Inc. | 4 | 4 | 0.06% | 0.08% | 0.12% | Q4 2013 | Q3 2014 | 4 |
CHEMUNG CANAL TRUST CO | 2 | 2 | 0.03% | 0.05% | 0.11% | Q1 2018 | Q2 2022 | 4 |
Frontier Wealth Management LLC | 4 | 4 | 0.01% | 0.06% | 0.08% | Q3 2021 | Q2 2022 | 4 |
Capital Directions Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Laffer Tengler Investments, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Aptus Capital Advisors, LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q3 2022 | Q2 2023 | 4 |
Pacifica Partners Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
Modera Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TIAA CREF TRUST CO FSB/MO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
Insight Advisors, LLC/ PA | 4 | 4 | 0.16% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Intrua Financial, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 4 |
CERTUITY, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Blue Water Life Science Advisors, LP | 4 | 4 | 0.20% | 0.24% | 0.30% | Q4 2020 | Q3 2021 | 4 |
Goodman Advisory Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
RB Capital Management, LLC | 4 | 4 | 0.00% | 0.08% | 0.12% | Q4 2016 | Q3 2017 | 4 |
Clarity Financial LLC | 4 | 4 | 0.03% | 0.05% | 0.10% | Q3 2021 | Q2 2022 | 4 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 4 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 4 |
WealthShield Partners, LLC | 4 | 4 | 0.01% | 0.20% | 0.61% | Q3 2020 | Q2 2021 | 4 |
Western Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2022 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Ionic Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Campbell Wealth Management | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Sonora Investment Management Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sheaff Brock Investment Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
ArrowMark Colorado Holdings LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.87% | 1.74% | Q1 2020 | Q1 2023 | 4 |
Brookstone Capital Management | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.80% | 0.90% | 0.98% | Q4 2022 | Q3 2023 | 4 |
Pasadena Private Wealth, LLC | 4 | 4 | 1.87% | 2.97% | 4.03% | Q2 2020 | Q1 2021 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Armbruster Capital Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2016 | 4 |
Limestone Value Partners, LLC | 4 | 4 | 0.16% | 0.28% | 0.34% | Q4 2015 | Q3 2016 | 4 |
Dougherty Wealth Advisers LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Orion Portfolio Solutions, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.17% | 0.20% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Vawter Financial, Ltd. | 3 | 3 | 0.19% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.78% | 0.79% | 0.79% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Winch Advisory Services, LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q2 2021 | 3 |
Mendota Financial Group, LLC | 2 | 1 | 0.15% | 2.98% | 4.54% | Q4 2022 | Q3 2023 | 3 |
Stratos Investment Management, LLC | 3 | 3 | 0.15% | 0.17% | 0.20% | Q1 2023 | Q3 2023 | 3 |
LGL PARTNERS, LLC | 3 | 3 | 0.20% | 0.31% | 0.37% | Q1 2020 | Q3 2020 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
SeaBridge Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Choate Investment Advisors | 3 | 3 | 0.01% | 0.08% | 0.23% | Q3 2016 | Q1 2017 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q2 2023 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
MAI Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Apexium Financial, LP | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 3 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Grey Street Capital, LLC | 3 | 3 | 1.04% | 1.19% | 1.44% | Q1 2023 | Q3 2023 | 3 |
Blume Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.02% | 0.46% | 1.13% | Q2 2013 | Q4 2013 | 3 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2020 | Q3 2020 | 3 |
First Capital Advisors Group, LLC. | 2 | 1 | 0.14% | 0.16% | 0.17% | Q1 2022 | Q2 2023 | 3 |
CHANNEL WEALTH LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.46% | 0.52% | 0.61% | Q1 2023 | Q3 2023 | 3 |
Dorsey & Whitney Trust CO LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CHELSEA COUNSEL CO | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2016 | Q3 2016 | 3 |
Regis Management CO LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q3 2015 | 3 |
Cornerstone Advisory, LLC | 2 | 1 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q4 2021 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
V Wealth Advisors LLC | 2 | 1 | 0.01% | 0.24% | 0.37% | Q1 2016 | Q2 2017 | 3 |
FFT WEALTH MANAGEMENT LLC | 3 | 3 | 0.07% | 0.10% | 0.14% | Q1 2020 | Q3 2020 | 3 |
Dana Investment Advisors, Inc. | 3 | 3 | 0.22% | 0.24% | 0.25% | Q2 2022 | Q4 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2018 | 3 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 3 |
FIRST NATIONAL TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Bank OZK | 3 | 3 | 0.16% | 0.18% | 0.20% | Q3 2021 | Q1 2022 | 3 |
ArchPoint Investors | 3 | 3 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q1 2021 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.13% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
TKG Advisors, LLC | 3 | 3 | 0.15% | 0.20% | 0.23% | Q4 2021 | Q2 2022 | 3 |
Coston, McIsaac & Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Capital Bank & Trust Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
apricus wealth, LLC | 3 | 3 | 0.27% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 3 |
FIRST NATIONAL BANK OF OMAHA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Inspire Investing, LLC | 2 | 1 | 0.57% | 1.58% | 2.67% | Q2 2021 | Q2 2022 | 3 |
Tacita Capital Inc | 3 | 3 | 0.48% | 0.48% | 0.50% | Q1 2021 | Q3 2021 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
AXS Investments LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2020 | 2 |
VALICENTI ADVISORY SERVICES INC | 2 | 2 | 0.05% | 0.09% | 0.12% | Q2 2017 | Q3 2017 | 2 |
MACQUARIE GROUP LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q4 2016 | Q4 2020 | 2 |
Visionary Asset Management, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Cheviot Value Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q2 2016 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
ORG Partners LLC | 2 | 2 | 0.27% | 0.43% | 0.60% | Q2 2023 | Q3 2023 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CPWM, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
First Command Advisory Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Antonetti Capital Management LLC | 1 | 1 | 0.01% | 0.75% | 1.49% | Q1 2022 | Q3 2023 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 2 |
GREENLEAF TRUST | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Permanens Capital L.P. | 1 | 1 | 0.00% | 0.12% | 0.24% | Q1 2020 | Q2 2023 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2022 | Q1 2023 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Spectrum Asset Management, Inc. (NB/CA) | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q1 2023 | 2 |
ANCHOR CAPITAL ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Convergent Wealth Advisors | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Elequin Capital, LP | 1 | 1 | 0.06% | 0.13% | 0.19% | Q4 2022 | Q3 2023 | 2 |
SEGALL BRYANT & HAMILL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2013 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Formidable Asset Management, LLC | 1 | 1 | 0.15% | 0.30% | 0.45% | Q3 2019 | Q2 2020 | 2 |
FAIRFIELD, BUSH & CO. | 2 | 2 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 2 |
3Chopt Investment Partners, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q1 2023 | Q2 2023 | 2 |
DUNCKER STREETT & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 2 |
Cooper Financial Group | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
BEACON FINANCIAL GROUP | 2 | 2 | 0.08% | 0.56% | 1.05% | Q3 2013 | Q4 2013 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 2.20% | 2.21% | 2.22% | Q2 2023 | Q3 2023 | 2 |
TCP Asset Management, LLC | 2 | 2 | 2.19% | 2.23% | 2.26% | Q2 2023 | Q3 2023 | 2 |
OARSMAN CAPITAL, INC. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2015 | Q3 2015 | 2 |
THOMASPARTNERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
XTX Topco Ltd | 1 | 1 | 0.04% | 0.08% | 0.12% | Q2 2022 | Q4 2022 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2016 | Q3 2016 | 2 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2022 | 2 |
Relyea Zuckerberg Hanson LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q3 2020 | Q4 2020 | 2 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.06% | 0.08% | 0.09% | Q3 2014 | Q1 2015 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
WP Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Essex Private Wealth Management, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2022 | Q1 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Montis Financial, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2023 | Q3 2023 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2016 | Q1 2016 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2020 | Q3 2020 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Centerstone Investors, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2020 | Q1 2020 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Clientfirst Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Oak Grove Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WINSLOW ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2019 | Q1 2019 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2021 | Q1 2021 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Csenge Advisory Group | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2017 | Q3 2017 | 1 |
Family Management Corp | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2020 | Q2 2020 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Brown Shipley& Co Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
STANCORP INVESTMENT ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
ARBOR TRUST WEALTH ADVISORS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Titan Capital Management, LLC /TX | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2013 | Q1 2013 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
INTREPID CAPITAL MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
FCG ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
COWEN INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2013 | Q1 2013 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Geneva Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Brightworth | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
New Millennium Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Rikoon Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2020 | Q4 2020 | 1 |
Thomasville National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2022 | Q4 2022 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
FIL Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2020 | Q2 2020 | 1 |
FARR MILLER & WASHINGTON LLC/DC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Spartan Fund Management Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Wellesley Investment Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Texas Yale Capital Corp. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
PFG Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Canal Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Dominick & Dominick LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Doman Group, LLC | 1 | 1 | 3.29% | 3.29% | 3.29% | Q4 2021 | Q4 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2022 | Q3 2022 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Savant Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
New World Advisors LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q2 2021 | Q2 2021 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2020 | Q3 2020 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
OTA LLC | 1 | 1 | 6.02% | 6.02% | 6.02% | Q2 2014 | Q2 2014 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 2.38% | 2.38% | 2.38% | Q1 2023 | Q1 2023 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
KANALY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Opera Trading Capital | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2016 | Q1 2016 | 1 |
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.