Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WHITTIER TRUST CO OF NEVADA INC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Stratos Wealth Partners, LTD. | 32 | 32 | 0.02% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
HighTower Advisors, LLC | 20 | 11 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 31 |
LPL Financial LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
WHITTIER TRUST CO | 30 | 30 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Pekin Hardy Strauss, Inc. | 28 | 28 | 0.11% | 0.87% | 1.45% | Q4 2016 | Q3 2023 | 28 |
JPMORGAN CHASE & CO | 23 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 27 |
MUFG Americas Holdings Corp | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2022 | 27 |
IFP Advisors, Inc | 10 | 7 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 25 |
SMITH, MOORE & CO. | 25 | 25 | 0.03% | 0.10% | 0.24% | Q3 2017 | Q3 2023 | 25 |
WELLS FARGO & COMPANY/MN | 23 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 24 |
WEALTHSOURCE PARTNERS, LLC | 23 | 23 | 0.06% | 0.11% | 0.20% | Q1 2018 | Q3 2023 | 23 |
DAVENPORT & Co LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Cutler Group LLC / CA | 7 | 5 | 0.00% | 0.00% | 0.10% | Q3 2020 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
AMERIPRISE FINANCIAL INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 21 |
UBS Group AG | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 21 |
Advocacy Wealth Management Services, LLC | 10 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 20 |
Sigma Planning Corp | 13 | 7 | 0.02% | 0.05% | 0.15% | Q1 2016 | Q3 2023 | 20 |
LINCOLN NATIONAL CORP | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
RAYMOND JAMES TRUST N.A. | 19 | 19 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Proficio Capital Partners LLC | 18 | 18 | 0.03% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
WESPAC Advisors, LLC | 9 | 8 | 0.42% | 0.79% | 1.47% | Q2 2019 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 17 |
OPPENHEIMER & CO INC | 14 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 17 |
Avidian Wealth Solutions, LLC | 12 | 4 | 0.02% | 1.45% | 11.96% | Q2 2016 | Q1 2023 | 16 |
Merk Investments LLC | 16 | 16 | 0.21% | 3.94% | 9.08% | Q4 2019 | Q3 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 16 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2023 | 16 |
Steward Partners Investment Advisory, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Capital Wealth Alliance, LLC | 16 | 16 | 1.53% | 2.07% | 3.03% | Q4 2019 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q4 2019 | 15 |
Parallax Volatility Advisers, L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 15 |
Virtu Financial LLC | 11 | 4 | 0.03% | 0.18% | 0.48% | Q4 2015 | Q3 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
STIFEL FINANCIAL CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
IHT Wealth Management, LLC | 15 | 15 | 0.03% | 0.09% | 0.60% | Q1 2020 | Q3 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
WHITE PINE CAPITAL LLC | 12 | 2 | 0.05% | 0.12% | 0.17% | Q1 2018 | Q3 2023 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MORGAN STANLEY | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
Baker Ellis Asset Management LLC | 14 | 14 | 0.07% | 0.12% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 14 |
PDS Planning, Inc | 14 | 14 | 0.39% | 0.68% | 1.32% | Q2 2020 | Q3 2023 | 14 |
ROYAL BANK OF CANADA | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 14 |
Clear Harbor Asset Management, LLC | 14 | 14 | 0.02% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Private Portfolio Partners LLC | 11 | 3 | 0.06% | 0.10% | 0.12% | Q4 2018 | Q3 2023 | 14 |
Euro Pacific Asset Management, LLC | 14 | 14 | 0.07% | 0.60% | 1.53% | Q2 2020 | Q3 2023 | 14 |
Integrated Advisors Network LLC | 14 | 14 | 0.04% | 0.08% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Veracity Capital LLC | 14 | 14 | 0.10% | 0.20% | 0.56% | Q1 2020 | Q2 2023 | 14 |
PITCAIRN CO | 13 | 13 | 0.55% | 1.58% | 2.36% | Q3 2020 | Q3 2023 | 13 |
Sterling Investment Advisors, Ltd. | 13 | 13 | 0.42% | 0.66% | 1.07% | Q2 2020 | Q2 2023 | 13 |
SHUFRO ROSE & CO LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 13 |
Stearns Financial Services Group | 13 | 13 | 0.04% | 0.04% | 0.06% | Q3 2017 | Q3 2020 | 13 |
Creative Planning | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 12 |
MML INVESTORS SERVICES, LLC | 7 | 5 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 12 |
HM PAYSON & CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Terra Nova Asset Management LLC | 6 | 1 | 0.43% | 0.85% | 1.09% | Q4 2018 | Q3 2023 | 12 |
VAN ECK ASSOCIATES CORP | 12 | 12 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Tower Wealth Partners, Inc. | 12 | 12 | 0.82% | 1.07% | 1.35% | Q4 2020 | Q3 2023 | 12 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 10 | 2 | 0.15% | 0.60% | 1.36% | Q3 2020 | Q3 2023 | 12 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 11 |
Freestone Capital Holdings, LLC | 11 | 11 | 0.01% | 0.06% | 0.09% | Q3 2016 | Q1 2019 | 11 |
Plante Moran Financial Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
Barber Financial Group, Inc. | 11 | 11 | 0.30% | 0.94% | 1.19% | Q3 2020 | Q1 2023 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Janney Montgomery Scott LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 11 |
Walkner Condon Financial Advisors LLC | 10 | 10 | 0.10% | 0.21% | 0.35% | Q2 2021 | Q3 2023 | 10 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 10 |
Snider Financial Group | 10 | 10 | 0.08% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Samalin Investment Counsel, LLC | 10 | 10 | 0.39% | 1.23% | 1.99% | Q2 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.05% | 0.18% | 0.47% | Q4 2020 | Q3 2023 | 10 |
Security National Bank | 7 | 3 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q3 2023 | 10 |
Perennial Investment Advisors, LLC | 10 | 10 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
LYELL WEALTH MANAGEMENT, LP | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
American Portfolios Advisors | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Rehmann Capital Advisory Group | 7 | 2 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2019 | 9 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
TCG Advisory Services, LLC | 8 | 1 | 0.04% | 0.09% | 0.31% | Q4 2020 | Q1 2023 | 9 |
AdvisorNet Financial, Inc | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
NewSquare Capital LLC | 9 | 9 | 0.07% | 0.15% | 0.27% | Q3 2021 | Q3 2023 | 9 |
Evercore Wealth Management, LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q3 2018 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
BANK OF AMERICA CORP /DE/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
Mariner, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Starfox Financial Services, LLC | 8 | 8 | 2.77% | 5.94% | 7.87% | Q4 2021 | Q3 2023 | 8 |
Lehman & Derafelo Financial Resources LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q4 2022 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.06% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Lifeworks Advisors, LLC | 8 | 8 | 2.37% | 3.48% | 4.24% | Q4 2021 | Q3 2023 | 8 |
Smart Money Group LLC | 8 | 8 | 0.22% | 0.73% | 0.92% | Q4 2021 | Q3 2023 | 8 |
MATHER GROUP, LLC. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.10% | 0.21% | Q3 2019 | Q3 2023 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 27.56% | 32.42% | 37.22% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 1.31% | 2.57% | 3.92% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Castleview Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
White Pine Investment CO | 7 | 7 | 0.68% | 1.62% | 2.06% | Q2 2020 | Q4 2021 | 7 |
Alexandria Capital, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2021 | 7 |
MONTAG A & ASSOCIATES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.49% | 0.63% | 0.87% | Q1 2022 | Q3 2023 | 7 |
Financial Advocates Investment Management | 4 | 3 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2022 | 7 |
Valeo Financial Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
USCA RIA LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 7 |
THOMPSON DAVIS & CO., INC. | 7 | 7 | 0.26% | 0.40% | 0.73% | Q1 2022 | Q3 2023 | 7 |
Golden State Wealth Management, LLC | 7 | 7 | 0.01% | 0.08% | 0.15% | Q3 2020 | Q1 2022 | 7 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.03% | 0.15% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Sullivan, Bruyette, Speros & Blaney, LLC | 6 | 6 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q1 2021 | 6 |
Cadence Bank | 6 | 6 | 0.05% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.16% | 0.19% | 0.26% | Q4 2020 | Q1 2022 | 6 |
HRT FINANCIAL LP | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
NWAM LLC | 6 | 6 | 0.09% | 0.11% | 0.12% | Q1 2018 | Q2 2019 | 6 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.10% | 0.13% | 0.17% | Q2 2022 | Q3 2023 | 6 |
NATIONAL BANK OF CANADA /FI/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Procyon Advisors, LLC | 6 | 6 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q1 2023 | 6 |
Hilltop Holdings Inc. | 6 | 6 | 0.02% | 0.19% | 0.52% | Q1 2020 | Q2 2021 | 6 |
Ameritas Advisory Services, LLC | 3 | 3 | 0.04% | 0.12% | 0.28% | Q4 2021 | Q3 2023 | 6 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Orion Portfolio Solutions, LLC | 5 | 5 | 2.08% | 2.25% | 2.45% | Q3 2021 | Q3 2022 | 5 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 5 | 5 | 0.24% | 0.28% | 0.31% | Q3 2022 | Q3 2023 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.90% | 1.03% | 1.16% | Q3 2021 | Q3 2022 | 5 |
AE Wealth Management LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 5 |
Cetera Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Mayflower Financial Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
CHARTIST INC /CA/ | 2 | 1 | 0.09% | 0.11% | 0.14% | Q3 2020 | Q1 2022 | 5 |
Cetera Advisor Networks LLC | 5 | 5 | 0.03% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Baltimore-Washington Financial Advisors, Inc. | 3 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Titus Wealth Management | 5 | 5 | 0.19% | 0.22% | 0.29% | Q3 2020 | Q3 2021 | 5 |
Burleson & Company, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ironsides Asset Advisors, LLC | 4 | 4 | 0.06% | 0.09% | 0.14% | Q3 2020 | Q2 2021 | 4 |
Avior Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
US BANCORP \DE\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Spectrum Planning & Advisory Services Inc. | 4 | 4 | 0.31% | 0.36% | 0.40% | Q4 2022 | Q3 2023 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 4 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q2 2021 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Financial & Tax Architects, LLC | 2 | 1 | 0.10% | 0.36% | 0.62% | Q1 2021 | Q2 2023 | 4 |
Cordasco Financial Network | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q3 2016 | 4 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.01% | 0.02% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LAKE STREET ADVISORS GROUP, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q2 2021 | 4 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ProVise Management Group, LLC | 3 | 3 | 0.06% | 0.15% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Atria Investments, Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Texas Yale Capital Corp. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
TRUST CO OF VERMONT | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 0.16% | 0.17% | 0.17% | Q4 2022 | Q2 2023 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Ameritas Investment Company, LLC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2021 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q2 2023 | 3 |
SG Americas Securities, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Covington Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Dana Investment Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.12% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Beacon Capital Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 3 |
MCF Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
FMR LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WMS Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 2 |
Wick Capital Partners, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 2 |
Sloy Dahl & Holst, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q1 2016 | 2 |
Wealth Advisory Solutions, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q4 2020 | 2 |
Newport Capital Group, LLC | 2 | 2 | 0.14% | 0.23% | 0.32% | Q1 2023 | Q2 2023 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q1 2023 | Q2 2023 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Prestige Wealth Management Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Perkins Coie Trust Co | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
FAGAN ASSOCIATES, INC. | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 2 |
Whitaker-Myers Wealth Managers, LTD. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SPROTT INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TCG Advisors, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q2 2023 | Q2 2023 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2020 | Q3 2020 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Cadence Wealth Management LLC | 1 | 1 | 14.20% | 14.20% | 14.20% | Q1 2022 | Q1 2022 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Legacy Capital Partners, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2020 | Q3 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Foresight Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own VANECK MERK GOLD TR or have owned VANECK MERK GOLD TR in the past.