Geneos Wealth Management, Inc. | 395,115 | Dec 30, 2021 | 1.79% | 7,621,768 |
Morgan Stanley | 268,399 | Dec 30, 2021 | 1.22% | 5,177,416 |
Freestone Capital Holdings, LLC | 180,298 | Mar 30, 2022 | 0.82% | 3,272,408 |
Raymond James & Associates, Inc. | 165,167 | Mar 30, 2022 | 0.75% | 2,997,781 |
America First Investment Advisors, LLC | 121,930 | Mar 30, 2022 | 0.55% | 2,213,029 |
Raymond James Financial Services Advisors, Inc. | 109,742 | Mar 30, 2022 | 0.50% | 1,991,817 |
Natixis | 88,500 | Dec 30, 2021 | 0.40% | 1,707,165 |
Bluefin Capital Management, LLC | 63,243 | Dec 30, 2021 | 0.29% | 1,219,957 |
UBS Group AG | 57,560 | Dec 30, 2021 | 0.26% | 1,110,332 |
Samalin Investment Counsel, LLC | 55,316 | Dec 30, 2021 | 0.25% | 1,067,045 |