Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Sound Income Strategies, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Richard C. Young & CO., LTD. | 17 | 17 | 3.38% | 4.68% | 7.35% | Q3 2019 | Q3 2023 | 17 |
Cassaday & Co Inc. | 14 | 1 | 0.01% | 22.32% | 35.75% | Q4 2014 | Q4 2021 | 15 |
Mirae Asset Global Investments Co., Ltd. | 14 | 14 | 0.00% | 0.08% | 0.24% | Q3 2018 | Q4 2021 | 14 |
RETIREMENT INCOME SOLUTIONS, INC | 14 | 14 | 1.44% | 2.15% | 3.60% | Q2 2020 | Q3 2023 | 14 |
Windsor Wealth Management, Inc. | 14 | 14 | 0.07% | 0.54% | 1.53% | Q1 2019 | Q2 2022 | 14 |
SEI INVESTMENTS CO | 14 | 14 | 0.01% | 0.07% | 0.17% | Q3 2018 | Q4 2021 | 14 |
Tradewinds Capital Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2021 | 14 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 14 |
COHEN & STEERS, INC. | 14 | 14 | 0.02% | 0.07% | 0.14% | Q3 2018 | Q4 2021 | 14 |
American Investment Services, Inc. | 14 | 14 | 0.48% | 6.51% | 9.37% | Q3 2018 | Q4 2021 | 14 |
RAYMOND JAMES & ASSOCIATES | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 14 |
CENTRAL TRUST Co | 14 | 14 | 0.01% | 0.04% | 0.09% | Q3 2018 | Q4 2021 | 14 |
BANK OF AMERICA CORP /DE/ | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 14 |
ROYAL BANK OF CANADA | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 14 |
3EDGE Asset Management, LP | 13 | 13 | 3.25% | 13.01% | 18.26% | Q4 2018 | Q4 2021 | 13 |
Continuum Advisory, LLC | 13 | 13 | 0.21% | 0.88% | 3.12% | Q4 2018 | Q4 2021 | 13 |
Bank of New York Mellon Corp | 13 | 13 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q4 2021 | 13 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q4 2021 | 13 |
Marble Harbor Investment Counsel, LLC | 13 | 13 | 0.27% | 0.34% | 0.42% | Q4 2018 | Q4 2021 | 13 |
VAN ECK ASSOCIATES CORP | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 13 |
CWM, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 13 |
PFS INVESTMENTS INC. | 13 | 13 | 0.51% | 0.63% | 0.84% | Q4 2018 | Q4 2021 | 13 |
JNBA Financial Advisors | 13 | 13 | 0.07% | 1.14% | 1.71% | Q4 2018 | Q4 2021 | 13 |
Clark Capital Management Group, Inc. | 13 | 13 | 0.07% | 0.17% | 0.26% | Q4 2018 | Q4 2021 | 13 |
Weil Company, Inc. | 13 | 13 | 0.28% | 0.43% | 0.58% | Q4 2018 | Q4 2021 | 13 |
UBS Group AG | 13 | 13 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 13 |
CI INVESTMENTS INC. | 12 | 12 | 0.00% | 0.05% | 0.19% | Q1 2019 | Q4 2021 | 12 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.04% | 0.16% | Q4 2018 | Q1 2022 | 12 |
First Heartland Consultants, Inc. | 12 | 12 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q4 2021 | 12 |
ASSETMARK, INC | 11 | 1 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q4 2021 | 12 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.04% | 0.14% | Q1 2019 | Q4 2021 | 12 |
Versant Capital Management, Inc | 12 | 12 | 0.08% | 1.78% | 2.42% | Q1 2019 | Q4 2021 | 12 |
Covington Capital Management | 12 | 12 | 0.00% | 0.05% | 0.48% | Q1 2019 | Q4 2021 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 12 |
NOTTINGHAM ADVISORS, INC. | 12 | 12 | 0.02% | 0.63% | 1.49% | Q1 2019 | Q4 2021 | 12 |
Raymond James Financial Services Advisors, Inc. | 12 | 12 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q4 2021 | 12 |
Capital Planning Advisors, LLC | 12 | 12 | 3.61% | 5.06% | 6.26% | Q1 2019 | Q4 2021 | 12 |
WestEnd Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 12 |
MORGAN STANLEY | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 11 |
WELLS FARGO & COMPANY/MN | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
GOULD ASSET MANAGEMENT LLC /CA/ | 11 | 11 | 0.34% | 2.26% | 3.73% | Q3 2019 | Q1 2022 | 11 |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6 | 5 | 0.05% | 6.84% | 14.44% | Q2 2018 | Q4 2021 | 11 |
USAdvisors Wealth Management, LLC | 11 | 11 | 0.04% | 0.11% | 0.17% | Q3 2019 | Q1 2022 | 11 |
Cambridge Investment Research Advisors, Inc. | 11 | 11 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q4 2021 | 11 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2021 | 11 |
Goelzer Investment Management, Inc. | 11 | 11 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q4 2021 | 11 |
FORVIS Wealth Advisors, LLC | 11 | 11 | 0.13% | 0.60% | 1.11% | Q2 2019 | Q4 2021 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.12% | 0.41% | 0.91% | Q2 2019 | Q4 2021 | 11 |
Kendall Capital Management | 11 | 11 | 0.21% | 0.33% | 0.54% | Q2 2019 | Q4 2021 | 11 |
Hollow Brook Wealth Management LLC | 10 | 10 | 7.72% | 18.96% | 25.96% | Q3 2019 | Q4 2021 | 10 |
Baker Ellis Asset Management LLC | 10 | 10 | 0.25% | 0.44% | 0.66% | Q4 2019 | Q1 2022 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.04% | 0.14% | Q3 2019 | Q4 2021 | 10 |
Global Trust Asset Management, LLC | 10 | 10 | 0.00% | 0.07% | 0.17% | Q4 2018 | Q1 2021 | 10 |
SeaCrest Wealth Management, LLC | 10 | 10 | 0.07% | 0.16% | 0.33% | Q3 2019 | Q4 2021 | 10 |
Avior Wealth Management, LLC | 10 | 10 | 0.02% | 0.15% | 0.20% | Q3 2019 | Q4 2021 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.00% | 0.30% | 0.80% | Q3 2018 | Q4 2020 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q4 2021 | 10 |
BBVA USA Bancshares, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 10 |
Community Bank, N.A. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 10 |
Gradient Investments LLC | 10 | 10 | 0.13% | 1.32% | 2.11% | Q3 2019 | Q4 2021 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.01% | 0.05% | 0.11% | Q3 2019 | Q4 2021 | 10 |
BOENNING & SCATTERGOOD, INC. | 5 | 1 | 0.07% | 0.32% | 1.54% | Q1 2019 | Q4 2021 | 10 |
Bank of Marin | 10 | 10 | 0.12% | 0.21% | 0.32% | Q4 2019 | Q1 2022 | 10 |
FormulaFolio Investments, LLC | 10 | 10 | 0.06% | 0.46% | 1.14% | Q1 2019 | Q2 2021 | 10 |
EVOKE WEALTH, LLC | 10 | 10 | 0.59% | 5.12% | 9.27% | Q3 2019 | Q4 2021 | 10 |
Segment Wealth Management, LLC | 10 | 10 | 0.04% | 0.36% | 1.32% | Q3 2019 | Q4 2021 | 10 |
Strategic Financial Services, Inc, | 10 | 10 | 1.79% | 2.49% | 2.79% | Q3 2019 | Q4 2021 | 10 |
Kingsview Wealth Management, LLC | 7 | 2 | 0.06% | 0.12% | 0.23% | Q2 2019 | Q4 2021 | 9 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 9 | 9 | 0.03% | 0.78% | 2.38% | Q4 2019 | Q4 2021 | 9 |
NEXT Financial Group, Inc | 8 | 1 | 0.00% | 0.04% | 0.09% | Q2 2019 | Q4 2021 | 9 |
Belpointe Asset Management LLC | 8 | 1 | 0.13% | 0.19% | 0.41% | Q3 2019 | Q2 2022 | 9 |
Carmichael Hill & Associates, Inc. | 9 | 9 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 9 |
TPG Financial Advisors, LLC | 9 | 9 | 5.56% | 6.02% | 7.02% | Q3 2019 | Q3 2021 | 9 |
Adero Partners, LLC | 9 | 9 | 0.07% | 0.29% | 0.62% | Q4 2019 | Q4 2021 | 9 |
Larson Financial Group LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2021 | 9 |
New England Private Wealth Advisors LLC | 9 | 9 | 0.04% | 0.07% | 0.08% | Q4 2019 | Q4 2021 | 9 |
Requisite Capital Management, LLC | 6 | 1 | 0.22% | 2.17% | 8.86% | Q2 2020 | Q1 2023 | 9 |
Burt Wealth Advisors | 9 | 9 | 5.87% | 7.05% | 8.05% | Q3 2019 | Q3 2021 | 9 |
Money Design Co.,Ltd. | 9 | 9 | 0.00% | 0.77% | 2.68% | Q4 2019 | Q4 2021 | 9 |
Stonebridge Capital Advisors LLC | 5 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 9 |
AE Wealth Management LLC | 9 | 9 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q1 2022 | 9 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 7 | 2 | 0.21% | 1.26% | 1.71% | Q4 2018 | Q4 2021 | 9 |
Professional Financial Advisors, LLC | 8 | 1 | 0.04% | 0.18% | 0.39% | Q4 2019 | Q1 2022 | 9 |
Gradient Capital Advisors, LLC | 9 | 9 | 0.14% | 0.32% | 0.40% | Q4 2019 | Q4 2021 | 9 |
Global Wealth Management Investment Advisory, Inc. | 9 | 9 | 0.03% | 0.11% | 0.16% | Q4 2019 | Q4 2021 | 9 |
Mutual Advisors, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2021 | 9 |
HARBOR INVESTMENT ADVISORY, LLC | 9 | 9 | 0.28% | 0.43% | 0.50% | Q4 2019 | Q4 2021 | 9 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 9 | 9 | 0.09% | 0.41% | 1.89% | Q4 2018 | Q4 2020 | 9 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 5 | 3 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q1 2023 | 8 |
Petix & Botte Co | 7 | 1 | 0.27% | 0.36% | 0.43% | Q4 2019 | Q4 2021 | 8 |
CABOT WEALTH MANAGEMENT INC | 8 | 8 | 0.12% | 0.22% | 0.34% | Q2 2020 | Q1 2022 | 8 |
Atria Investments, Inc | 6 | 2 | 0.02% | 0.08% | 0.28% | Q4 2018 | Q4 2021 | 8 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q4 2021 | 8 |
Mariner, LLC | 8 | 8 | 0.01% | 0.05% | 0.08% | Q1 2020 | Q4 2021 | 8 |
Sargent Investment Group, LLC | 8 | 8 | 0.12% | 0.35% | 0.54% | Q4 2019 | Q3 2021 | 8 |
Evanson Asset Management, LLC | 8 | 8 | 0.08% | 0.20% | 0.36% | Q2 2020 | Q1 2022 | 8 |
Jacobi Capital Management LLC | 8 | 8 | 0.10% | 0.21% | 0.27% | Q1 2020 | Q4 2021 | 8 |
CIBC Private Wealth Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Cerity Partners LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 8 |
Virtu Financial LLC | 3 | 1 | 0.04% | 0.20% | 0.48% | Q2 2018 | Q4 2021 | 8 |
OSAIC HOLDINGS, INC. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2021 | 8 |
JPMORGAN CHASE & CO | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 8 |
Choate Investment Advisors | 8 | 8 | 0.04% | 0.11% | 0.22% | Q1 2020 | Q4 2021 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.01% | 0.06% | 0.08% | Q1 2020 | Q4 2021 | 8 |
SVB WEALTH LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Acorn Wealth Advisors, LLC | 8 | 8 | 0.46% | 0.66% | 0.79% | Q1 2020 | Q4 2021 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.16% | 0.26% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
BEAM WEALTH ADVISORS, INC. | 8 | 8 | 0.51% | 0.69% | 0.85% | Q1 2020 | Q4 2021 | 8 |
Wealth Advisory Solutions, LLC | 8 | 8 | 0.00% | 0.43% | 0.55% | Q4 2019 | Q3 2021 | 8 |
Hudson Capital Management LLC | 8 | 8 | 1.46% | 1.56% | 1.81% | Q1 2020 | Q4 2021 | 8 |
Financial Enhancement Group LLC | 7 | 1 | 0.00% | 1.90% | 3.59% | Q4 2019 | Q4 2021 | 8 |
WFA of San Diego, LLC | 7 | 7 | 0.01% | 1.21% | 1.93% | Q2 2020 | Q4 2021 | 7 |
Richard Bernstein Advisors LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q4 2021 | 7 |
Merriman Wealth Management, LLC | 4 | 3 | 0.08% | 0.15% | 0.31% | Q1 2020 | Q4 2021 | 7 |
Financial Management Professionals, Inc. | 7 | 7 | 1.09% | 2.30% | 2.94% | Q2 2020 | Q4 2021 | 7 |
RGT Wealth Advisors, LLC | 7 | 7 | 22.10% | 24.67% | 28.68% | Q2 2020 | Q4 2021 | 7 |
Squar Milner Financial Services LLC | 7 | 7 | 0.04% | 0.49% | 1.21% | Q4 2018 | Q2 2020 | 7 |
Riggs Asset Managment Co. Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2020 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 1.61% | 1.99% | 2.46% | Q4 2019 | Q2 2021 | 7 |
DEUTSCHE BANK AG\ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
HBC Financial Services, PLLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
MARKSTON INTERNATIONAL LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Altavista Wealth Management, Inc. | 7 | 7 | 0.07% | 0.38% | 0.52% | Q2 2020 | Q4 2021 | 7 |
FIFTH THIRD BANCORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 7 |
Tidal Investments LLC | 6 | 1 | 0.01% | 4.39% | 7.25% | Q2 2020 | Q1 2022 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
AdvisorNet Financial, Inc | 7 | 7 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q4 2021 | 7 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 3 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2021 | 7 |
Private Advisor Group, LLC | 7 | 7 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q4 2021 | 7 |
American Portfolios Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Legacy Wealth Partners, Inc. | 7 | 7 | 0.20% | 2.63% | 4.80% | Q4 2019 | Q2 2021 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.02% | 1.74% | 4.20% | Q2 2020 | Q4 2021 | 7 |
Abbrea Capital, LLC | 7 | 7 | 0.09% | 0.52% | 0.69% | Q2 2020 | Q4 2021 | 7 |
INSPIRION WEALTH ADVISORS, LLC | 7 | 7 | 0.18% | 0.54% | 0.76% | Q2 2020 | Q4 2021 | 7 |
CITIGROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.01% | 0.06% | 0.13% | Q2 2020 | Q4 2021 | 7 |
Baird Financial Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Cardan Capital Partners, LLC | 7 | 7 | 2.07% | 2.53% | 2.93% | Q1 2020 | Q3 2021 | 7 |
Wealthcare Advisory Partners LLC | 6 | 6 | 0.03% | 0.42% | 1.02% | Q3 2020 | Q4 2021 | 6 |
WASHINGTON TRUST Co | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Global Retirement Partners, LLC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2021 | 6 |
Retirement Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Brookstone Capital Management | 5 | 1 | 0.03% | 0.08% | 0.23% | Q4 2019 | Q1 2022 | 6 |
Bedel Financial Consulting, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 6 |
Prestige Wealth Management Group LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Walkner Condon Financial Advisors LLC | 5 | 1 | 0.19% | 0.33% | 0.78% | Q2 2020 | Q4 2021 | 6 |
AMERIPRISE FINANCIAL INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 6 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 6 |
Dynamic Advisor Solutions LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
PRUDENTIAL FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Donoghue Forlines LLC | 6 | 6 | 1.56% | 2.16% | 3.17% | Q2 2020 | Q3 2021 | 6 |
PNC FINANCIAL SERVICES GROUP, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 6 |
ROTHSCHILD INVESTMENT LLC /IL | 5 | 1 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q4 2021 | 6 |
McAdam, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 6 |
FRANKLIN RESOURCES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
PDS Planning, Inc | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
Geneos Wealth Management Inc. | 6 | 6 | 0.00% | 0.14% | 0.34% | Q3 2020 | Q4 2021 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 6 | 6 | 0.28% | 0.43% | 0.72% | Q4 2020 | Q1 2022 | 6 |
BANK OF MONTREAL /CAN/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.29% | 0.41% | 0.53% | Q2 2020 | Q4 2021 | 6 |
Leelyn Smith, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Copperwynd Financial, LLC | 3 | 1 | 0.61% | 1.93% | 5.43% | Q2 2019 | Q2 2021 | 6 |
Mission Creek Capital Partners, Inc. | 6 | 6 | 0.21% | 0.36% | 0.51% | Q3 2020 | Q4 2021 | 6 |
TRUIST FINANCIAL CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 6 | 0.18% | 0.25% | 0.48% | Q2 2020 | Q3 2021 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Stratos Wealth Partners, LTD. | 5 | 1 | 0.14% | 0.20% | 0.25% | Q2 2020 | Q4 2021 | 6 |
Savant Capital, LLC | 6 | 6 | 0.03% | 0.06% | 0.09% | Q2 2019 | Q3 2020 | 6 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 6 | 6 | 0.16% | 0.20% | 0.24% | Q2 2018 | Q3 2019 | 6 |
FIDUCIARY TRUST INTERNATIONAL LLC | 5 | 5 | 0.11% | 0.16% | 0.27% | Q2 2019 | Q2 2020 | 5 |
PARK AVENUE SECURITIES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
SCOTIA CAPITAL INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Verde Capital Management | 5 | 5 | 0.16% | 0.23% | 0.30% | Q4 2019 | Q4 2020 | 5 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 5 |
LAKE STREET ADVISORS GROUP, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 5 |
Vigilant Capital Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Integrated Advisors Network LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Pacifica Partners Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Cetera Investment Advisers | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Accretive Wealth Partners, LLC | 5 | 5 | 1.70% | 2.02% | 2.19% | Q4 2020 | Q4 2021 | 5 |
STIFEL FINANCIAL CORP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2021 | 5 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 5 | 5 | 0.21% | 0.30% | 0.38% | Q4 2020 | Q4 2021 | 5 |
Accel Wealth Management | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
FLOW TRADERS U.S. LLC | 3 | 2 | 0.02% | 0.07% | 0.18% | Q1 2019 | Q2 2020 | 5 |
BESSEMER GROUP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 5 | 5 | 2.46% | 3.13% | 3.69% | Q4 2020 | Q4 2021 | 5 |
Diligent Investors, LLC | 5 | 5 | 0.23% | 0.33% | 0.47% | Q4 2020 | Q4 2021 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Sumitomo Mitsui Trust Holdings, Inc. | 5 | 5 | 0.11% | 0.17% | 0.20% | Q4 2020 | Q4 2021 | 5 |
QUEST CAPITAL MANAGEMENT INC /ADV | 5 | 5 | 1.72% | 2.20% | 2.62% | Q4 2020 | Q4 2021 | 5 |
Birch Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Purus Wealth Management, LLC | 5 | 5 | 1.80% | 1.92% | 2.15% | Q4 2020 | Q4 2021 | 5 |
SIGNATUREFD, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 5 |
Baystate Wealth Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 5 |
Timber Creek Capital Management LLC | 5 | 5 | 1.38% | 3.20% | 4.44% | Q4 2020 | Q4 2021 | 5 |
Legal Advantage Investments, Inc. | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q3 2021 | 4 |
Steward Partners Investment Advisory, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Financial Strategies Group, Inc. | 4 | 4 | 3.90% | 3.95% | 3.99% | Q1 2021 | Q4 2021 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Sigma Planning Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Citadel Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 4 |
Creative Planning | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q4 2021 | 4 |
Private Ocean, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
SYNOVUS FINANCIAL CORP | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q4 2021 | 4 |
Greenline Partners, LLC | 4 | 4 | 0.08% | 0.94% | 1.74% | Q1 2021 | Q4 2021 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
TSFG, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Zhang Financial LLC | 4 | 4 | 0.82% | 0.91% | 1.02% | Q1 2021 | Q4 2021 | 4 |
STATE STREET CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
GPS Wealth Strategies Group, LLC | 4 | 4 | 0.00% | 0.03% | 0.09% | Q1 2021 | Q4 2021 | 4 |
TD Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q4 2021 | 4 |
REGENTATLANTIC CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
DAVIDSON INVESTMENT ADVISORS | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Advisory Alpha, LLC | 4 | 4 | 2.54% | 2.65% | 2.74% | Q1 2021 | Q4 2021 | 4 |
COLONY GROUP LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Evercore Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Essex Financial Services, Inc. | 4 | 4 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q1 2022 | 4 |
CNB Bank | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q4 2020 | 4 |
New England Investment & Retirement Group, Inc. | 3 | 1 | 0.05% | 0.92% | 2.29% | Q4 2018 | Q1 2020 | 4 |
Barnett & Company, Inc. | 4 | 4 | 0.30% | 0.31% | 0.35% | Q2 2021 | Q1 2022 | 4 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Compass Ion Advisors, LLC | 3 | 3 | 1.96% | 2.35% | 2.64% | Q2 2021 | Q4 2021 | 3 |
TIEDEMANN ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q1 2021 | 3 |
NORTHERN TRUST CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
MBL Wealth, LLC | 2 | 1 | 2.55% | 3.03% | 3.67% | Q4 2020 | Q3 2021 | 3 |
ARGI Investment Services, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Independent Advisor Alliance | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 3 |
Latitude Advisors, LLC | 2 | 1 | 0.22% | 0.30% | 0.37% | Q4 2020 | Q4 2021 | 3 |
Cornerstone Wealth Management, LLC | 3 | 3 | 0.16% | 0.19% | 0.20% | Q2 2020 | Q4 2020 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Savior LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
E Fund Management Co., Ltd. | 2 | 1 | 0.18% | 0.28% | 0.44% | Q1 2021 | Q4 2021 | 3 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
HORIZON FINANCIAL SERVICES, LLC | 3 | 3 | 1.56% | 2.30% | 2.86% | Q2 2021 | Q4 2021 | 3 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 3 |
IRON Financial LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
US BANCORP \DE\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Colonial River Wealth Management, LLC | 2 | 1 | 0.56% | 0.79% | 1.17% | Q4 2020 | Q4 2021 | 3 |
RWA WEALTH PARTNERS, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q2 2020 | Q4 2020 | 3 |
Secure Asset Management, LLC | 2 | 1 | 0.09% | 0.10% | 0.14% | Q4 2020 | Q4 2021 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.08% | 0.14% | 0.18% | Q3 2020 | Q1 2021 | 3 |
CARRET ASSET MANAGEMENT, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q2 2021 | Q4 2021 | 3 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Betterment LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
55I, LLC | 3 | 3 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q4 2021 | 3 |
PECAUT & CO. | 3 | 3 | 0.42% | 0.94% | 1.57% | Q2 2021 | Q4 2021 | 3 |
Providence Capital Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Glassman Wealth Services | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 3 |
CATALYST PRIVATE WEALTH, LLC | 3 | 3 | 0.18% | 0.26% | 0.34% | Q4 2021 | Q2 2022 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2020 | Q3 2020 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.09% | 0.11% | 0.13% | Q3 2020 | Q4 2020 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Spire Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Beacon Pointe Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Texas Yale Capital Corp. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Kelman-Lazarov, Inc. | 2 | 2 | 2.70% | 2.87% | 3.05% | Q4 2020 | Q1 2021 | 2 |
Derbend Asset Management | 1 | 1 | 2.03% | 2.13% | 2.22% | Q2 2021 | Q1 2022 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Strategic Asset Management, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q4 2021 | 2 |
WBH ADVISORY INC | 2 | 2 | 0.07% | 0.15% | 0.23% | Q3 2021 | Q4 2021 | 2 |
CSat Investment Advisory, L.P. | 2 | 2 | 1.72% | 3.26% | 4.80% | Q2 2020 | Q3 2020 | 2 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.17% | 0.18% | 0.20% | Q3 2020 | Q4 2020 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Parsec Financial Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.35% | 0.75% | 1.15% | Q3 2020 | Q1 2021 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
STANSBERRY ASSET MANAGEMENT, LLC | 2 | 2 | 1.59% | 1.65% | 1.72% | Q3 2021 | Q4 2021 | 2 |
E Fund Management (Hong Kong) Co., Ltd. | 2 | 2 | 0.15% | 0.19% | 0.23% | Q3 2020 | Q4 2020 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q4 2020 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2020 | Q4 2020 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Upper Left Wealth Management, LLC | 2 | 2 | 3.06% | 3.19% | 3.32% | Q4 2021 | Q1 2022 | 2 |
Wealth Management Solutions, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q4 2021 | Q1 2022 | 2 |
Pathway Financial Advisors LLC | 1 | 1 | 0.18% | 0.20% | 0.21% | Q1 2021 | Q4 2021 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Live Your Vision, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.05% | 0.09% | 0.12% | Q4 2019 | Q1 2020 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 1.74% | 1.89% | 2.05% | Q1 2020 | Q1 2021 | 2 |
IHT Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Truadvice, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2020 | Q3 2020 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
January Capital Advisors LLC | 1 | 1 | 6.89% | 6.89% | 6.89% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Glenview Trust Co | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Coco Enterprises, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2020 | Q4 2020 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PEAK FINANCIAL ADVISORS LLC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q2 2021 | Q2 2021 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q4 2021 | Q4 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
Cooper Financial Group | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Cassaday & Co Wealth Management LLC | 1 | 1 | 8.70% | 8.70% | 8.70% | Q4 2022 | Q4 2022 | 1 |
Covestor Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 4.24% | 4.24% | 4.24% | Q4 2021 | Q4 2021 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2021 | Q4 2021 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
PALLADIEM, LLC | 1 | 1 | 6.35% | 6.35% | 6.35% | Q4 2020 | Q4 2020 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Wealthsimple US, Ltd. | 1 | 1 | 2.24% | 2.24% | 2.24% | Q4 2020 | Q4 2020 | 1 |
New England Capital Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2019 | Q3 2019 | 1 |
Valtinson Bruner Financial Planning LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2019 | Q3 2019 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Forbes Financial Planning, Inc. | 1 | 1 | 2.06% | 2.06% | 2.06% | Q4 2021 | Q4 2021 | 1 |
Personal Wealth Partners | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
RDA Financial Network | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Ciovacco Capital Management LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2020 | Q4 2020 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 1.74% | 1.74% | 1.74% | Q4 2021 | Q4 2021 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Simplicity Wealth,LLC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q4 2021 | Q4 2021 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DUNCKER STREETT & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
1 NORTH WEALTH SERVICES LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2019 | Q4 2019 | 1 |
Warren Street Wealth Advisors, LLC | 1 | 1 | 6.69% | 6.69% | 6.69% | Q4 2021 | Q4 2021 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2020 | Q1 2020 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2021 | Q4 2021 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Tillar-Wenstrup Advisors, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2020 | Q3 2020 | 1 |
Joseph Group Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
F3Logic, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Trek Financial, LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q1 2019 | Q1 2019 | 1 |
RIVERSEDGE ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Csenge Advisory Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Fore Capital, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2019 | Q1 2019 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own WORLD GOLD TR or have owned WORLD GOLD TR in the past.