GOLDMAN SACHS ETF TR shareholder history

Current and past GOLDMAN SACHS ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1310.00%0.00%0.00%Q4 2015Q3 202339
Cutler Group LLC / CA 1010.00%0.00%0.01%Q4 2017Q3 202338
Montecito Bank & Trust 33330.15%0.25%1.83%Q4 2015Q4 202333
BANK OF AMERICA CORP /DE/ 32320.00%0.03%0.04%Q4 2015Q3 202332
Raymond James Financial Services Advisors, Inc. 32320.01%0.13%0.24%Q4 2015Q3 202332
LPL Financial LLC 32320.00%0.27%0.90%Q4 2015Q3 202332
GOLDMAN SACHS GROUP INC 32320.00%0.13%0.24%Q4 2015Q3 202332
SFMG, LLC 32320.51%4.40%7.04%Q4 2015Q3 202332
RAYMOND JAMES & ASSOCIATES 32320.01%0.14%0.23%Q4 2015Q3 202332
UBS Group AG 3110.00%0.02%0.04%Q3 2015Q3 202332
Callan Capital, LLC 32321.86%5.72%9.88%Q4 2015Q3 202332
ROYAL BANK OF CANADA 32320.00%0.01%0.02%Q4 2015Q3 202332
Cetera Advisor Networks LLC 31310.02%0.87%2.02%Q1 2016Q3 202331
Stonehearth Capital Management, LLC 31310.61%0.77%0.94%Q2 2016Q4 202331
Allworth Financial LP 31310.07%0.65%3.26%Q1 2016Q3 202331
TD Capital Management LLC 31310.06%0.11%0.20%Q1 2016Q3 202331
MORGAN STANLEY 31310.01%0.05%0.07%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.07%0.36%Q4 2015Q3 202331
ENVESTNET ASSET MANAGEMENT INC 2910.01%0.05%0.15%Q4 2015Q3 202330
HighTower Advisors, LLC 28280.00%0.06%0.11%Q4 2016Q3 202330
MACROVIEW INVESTMENT MANAGEMENT LLC 30301.06%4.91%9.53%Q2 2016Q3 202330
Clearwater Capital Advisors, LLC 30300.37%0.82%1.45%Q2 2016Q3 202330
Financial Management Professionals, Inc. 30304.45%8.43%13.18%Q2 2016Q3 202330
WBH ADVISORY INC 2730.10%0.18%0.25%Q1 2016Q3 202330
STIFEL FINANCIAL CORP 29290.00%0.01%0.03%Q3 2016Q3 202329
WELLS FARGO & COMPANY/MN 29290.00%0.35%0.73%Q3 2016Q3 202329
Silicon Valley Capital Partners 29290.23%1.85%3.42%Q3 2016Q3 202329
Capital Advisors, Ltd. LLC 29290.01%1.05%1.62%Q3 2016Q3 202329
RiverFront Investment Group, LLC 29293.63%8.58%12.79%Q3 2016Q3 202329
ROPES WEALTH ADVISORS LLC 29290.04%0.15%0.30%Q2 2016Q2 202329
Wolf Group Capital Advisors 28280.28%0.61%0.84%Q4 2016Q3 202328
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28280.00%0.72%2.02%Q4 2016Q3 202328
E&G Advisors, LP 28280.55%0.66%0.77%Q4 2016Q3 202328
Betterment LLC 28280.01%0.47%0.90%Q4 2016Q3 202328
Meridian Wealth Management, LLC 28280.20%0.48%0.88%Q4 2016Q3 202328
Global Retirement Partners, LLC 28280.00%0.14%1.01%Q4 2016Q3 202328
Hudock, Inc. 28280.00%0.03%0.05%Q4 2015Q3 202228
TOMPKINS FINANCIAL CORP 18100.01%0.12%0.17%Q4 2016Q4 202328
BENJAMIN F. EDWARDS & COMPANY, INC. 28280.00%0.06%0.17%Q4 2016Q3 202328
Private Advisor Group, LLC 28280.01%0.04%0.30%Q4 2016Q3 202328
APPLETON PARTNERS INC/MA 28282.78%3.48%3.76%Q1 2017Q4 202328
Stratos Wealth Partners, LTD. 28280.01%0.09%0.31%Q4 2016Q3 202328
Riverpoint Wealth Management Holdings, LLC 282813.36%17.04%19.63%Q4 2016Q3 202328
KCM INVESTMENT ADVISORS LLC 27270.01%0.03%0.04%Q1 2017Q3 202327
BANK OF MONTREAL /CAN/ 2520.00%0.00%0.00%Q4 2016Q3 202327
Advisory Services Network, LLC 27270.00%0.02%0.04%Q1 2017Q3 202327
US BANCORP \DE\ 2520.00%0.00%0.00%Q3 2016Q3 202327
Steward Partners Investment Advisory, LLC 27270.00%0.44%0.70%Q1 2017Q3 202327
Laurel Wealth Advisors, Inc. 27270.09%0.28%0.54%Q2 2016Q4 202227
Janney Montgomery Scott LLC 27270.12%0.29%0.40%Q4 2016Q2 202327
Gradient Investments LLC 2010.00%0.32%1.33%Q2 2016Q3 202327
FIFTH THIRD BANCORP 2520.00%0.00%0.00%Q4 2016Q3 202327
Cornerstone Advisory, LLC 26260.25%2.97%4.33%Q2 2017Q3 202326
LVZ, Inc. 2330.07%6.03%10.39%Q1 2017Q3 202326
MAI Capital Management 26260.04%0.19%0.25%Q2 2017Q3 202326
Baird Financial Group, Inc. 26260.01%0.03%0.04%Q2 2017Q3 202326
Glenview Trust Co 26260.43%3.07%4.81%Q2 2017Q3 202326
Lido Advisors, LLC 26260.07%0.12%0.23%Q2 2017Q3 202326
Eagle Ridge Investment Management 26260.09%0.11%0.14%Q2 2017Q3 202326
JPMORGAN CHASE & CO 2410.00%0.00%0.00%Q4 2016Q3 202325
First Command Bank 25250.07%5.29%13.39%Q2 2017Q2 202325
Stadion Money Management, LLC 25250.66%1.32%2.06%Q3 2017Q3 202325
Carroll Financial Associates, Inc. 25250.00%0.87%2.15%Q4 2015Q4 202125
Advocacy Wealth Management Services, LLC 25250.00%0.04%0.12%Q3 2016Q3 202225
Lenox Wealth Advisors, LLC 25250.05%5.64%9.17%Q1 2016Q1 202225
Ancora Advisors LLC 25250.02%0.06%0.10%Q3 2017Q3 202325
MML INVESTORS SERVICES, LLC 2140.01%0.02%0.03%Q2 2017Q3 202325
First Command Financial Services, Inc. 25250.04%6.36%15.08%Q2 2017Q2 202325
SigFig Wealth Management, LLC 2220.39%7.77%10.13%Q3 2017Q3 202324
White Pine Investment CO 24240.07%0.52%1.05%Q2 2017Q1 202324
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 24240.25%0.42%0.72%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.04%0.40%0.65%Q4 2017Q3 202324
CFO4Life Group, LLC 1770.09%0.68%1.19%Q2 2017Q3 202324
BlackRock Inc. 2310.00%0.00%0.00%Q2 2017Q2 202324
Integrated Wealth Concepts LLC 24240.10%0.31%0.77%Q4 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 24240.02%0.04%0.08%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.05%0.11%0.14%Q4 2017Q3 202324
Bridgeworth, LLC 2310.26%2.51%3.78%Q3 2017Q3 202324
First Command Advisory Services, Inc. 24240.00%13.72%25.64%Q4 2017Q3 202324
FCA CORP /TX 24240.36%1.39%2.59%Q4 2017Q3 202324
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 23230.33%11.32%15.56%Q1 2018Q3 202323
WEDBUSH SECURITIES INC 23230.05%0.08%0.12%Q1 2018Q3 202323
PNC FINANCIAL SERVICES GROUP, INC. 23230.00%0.00%0.00%Q1 2018Q3 202323
MGO ONE SEVEN LLC 2120.02%0.14%0.34%Q4 2017Q3 202323
JANE STREET GROUP, LLC 610.00%0.01%0.04%Q1 2016Q3 202323
Kelman-Lazarov, Inc. 23230.70%7.06%11.14%Q1 2018Q3 202323
Koshinski Asset Management, Inc. 1660.08%0.55%1.00%Q3 2017Q3 202322
Busey Bank 1530.01%0.02%0.03%Q1 2017Q3 202322
UNITED SERVICES AUTOMOBILE ASSOCIATION 22220.08%1.02%2.79%Q4 2015Q1 202122
RAYMOND JAMES TRUST N.A. 22220.05%0.07%0.09%Q2 2018Q3 202322
Cetera Advisors LLC 22220.06%0.95%1.73%Q2 2018Q3 202322
FIRST FOUNDATION ADVISORS 22220.05%0.54%1.46%Q2 2018Q3 202322
STEPHENS INC /AR/ 21210.04%0.09%0.13%Q3 2018Q3 202321
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1610.08%1.11%2.53%Q4 2016Q3 202221
Atria Investments, Inc 1210.01%0.05%0.10%Q1 2017Q3 202321
Tower Research Capital LLC (TRC) 1010.00%0.04%0.12%Q4 2017Q3 202321
Patriot Financial Group Insurance Agency, LLC 21210.01%0.35%0.86%Q3 2018Q3 202321
CWM, LLC 1380.00%0.00%0.01%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
DROMS STRAUSS ADVISORS INC /MO/ /ADV 20204.44%14.41%20.40%Q4 2018Q3 202320
Mengis Capital Management, Inc. 20200.21%0.45%0.54%Q4 2018Q3 202320
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.17%0.75%1.25%Q4 2018Q3 202320
MARK SHEPTOFF FINANCIAL PLANNING, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Gemmer Asset Management LLC 20200.02%0.03%0.04%Q2 2017Q1 202220
AMERICAN NATIONAL BANK 20200.42%0.63%0.80%Q4 2018Q3 202320
Ashfield Capital Partners, LLC 20200.13%0.19%0.30%Q4 2017Q3 202220
MONECO Advisors, LLC 20200.98%2.54%4.88%Q4 2018Q3 202320
AdvisorNet Financial, Inc 20200.01%2.93%4.46%Q4 2018Q3 202320
Family Management Corp 20200.46%0.85%1.64%Q4 2018Q3 202320
Brinker Capital Investments, LLC 20200.01%0.77%1.61%Q1 2018Q4 202220
Western Wealth Management, LLC 1180.02%0.05%0.10%Q4 2018Q3 202319
Riverview Trust Co 19190.02%0.03%0.04%Q1 2019Q3 202319
SIGNET FINANCIAL MANAGEMENT, LLC 1720.02%0.09%0.12%Q1 2017Q4 202119
CX Institutional 19190.00%0.97%2.58%Q2 2018Q4 202219
Inscription Capital, LLC 1092.38%5.31%10.41%Q4 2018Q3 202319
RDA Financial Network 19190.13%0.19%0.35%Q1 2019Q3 202319
M&T BANK CORP 1540.01%0.01%0.02%Q1 2016Q4 202019
GREAT VALLEY ADVISOR GROUP, INC. 19190.06%1.10%3.82%Q1 2019Q3 202319
Texas Yale Capital Corp. 19190.02%0.13%0.17%Q1 2019Q3 202319
Bank of New York Mellon Corp 1810.00%0.00%0.00%Q2 2017Q3 202319
Mutual Advisors, LLC 1450.04%0.14%0.28%Q2 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.04%0.18%Q1 2019Q3 202319
TSFG, LLC 19190.00%0.04%0.17%Q1 2019Q3 202319
Roble, Belko & Company, Inc 19190.01%0.02%0.02%Q1 2019Q3 202319
FDx Advisors, Inc. 19190.01%0.01%0.02%Q3 2016Q1 202119
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 19190.09%0.32%0.80%Q4 2016Q2 202119
Geneos Wealth Management Inc. 1530.00%0.00%0.01%Q1 2018Q3 202318
LINCOLN CAPITAL CORP 18184.86%10.06%12.91%Q2 2019Q3 202318
Vestmark Advisory Solutions, Inc. 18180.10%0.40%0.82%Q1 2019Q2 202318
Sound View Wealth Advisors Group, LLC 18180.08%0.26%0.42%Q2 2019Q3 202318
Quantitative Advantage, LLC 18180.27%1.75%3.11%Q4 2018Q1 202318
Realta Investment Advisors 1170.00%0.09%0.19%Q1 2019Q3 202318
Cypress Wealth Services, LLC 18180.06%0.24%0.60%Q4 2017Q1 202218
SIGNATUREFD, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
THRIVENT FINANCIAL FOR LUTHERANS 15150.00%0.01%0.03%Q4 2019Q2 202318
McAdam, LLC 1260.10%0.23%0.35%Q1 2017Q3 202318
HUNTINGTON NATIONAL BANK 18180.00%0.00%0.00%Q2 2019Q3 202318
NOVARE CAPITAL MANAGEMENT LLC 17170.06%0.91%1.32%Q3 2019Q3 202317
TWIN FOCUS CAPITAL PARTNERS, LLC 17170.06%0.08%0.11%Q2 2019Q2 202317
Rockefeller Capital Management L.P. 17170.00%0.00%0.01%Q3 2019Q3 202317
Tidal Investments LLC 17170.01%0.04%0.18%Q3 2019Q3 202317
American Portfolios Advisors 17170.00%0.04%0.09%Q3 2018Q3 202217
Pinnacle Bancorp, Inc. 17170.01%0.02%0.10%Q3 2019Q3 202317
REGIONS FINANCIAL CORP 1160.00%0.01%0.02%Q4 2017Q3 202317
Coe Capital Management, LLC 17170.24%0.68%1.08%Q2 2017Q2 202117
NVWM, LLC 17170.00%0.06%0.16%Q4 2017Q4 202117
GFG Capital, LLC 16167.15%11.06%16.87%Q4 2019Q3 202316
First Ascent Asset Management, LLC 16160.37%1.72%2.12%Q4 2019Q3 202316
Retirement Planning Group, LLC 16162.02%8.06%10.30%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.08%0.16%0.30%Q4 2019Q3 202316
Royal Harbor Partners, LLC 16164.82%10.92%21.13%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.02%0.31%1.56%Q4 2019Q3 202316
Deseret Mutual Benefit Administrators 161621.15%47.10%94.25%Q4 2019Q3 202316
Parallel Advisors, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
CVA Family Office, LLC 16160.80%1.11%1.40%Q4 2019Q3 202316
SkyOak Wealth, LLC 16161.08%1.21%1.54%Q4 2019Q3 202316
VAUGHAN & Co SECURITIES, INC. 161610.97%11.92%12.87%Q4 2019Q3 202316
Kathmere Capital Management, LLC 16160.59%2.03%3.02%Q4 2019Q3 202316
Westside Investment Management, Inc. 1510.00%0.00%0.00%Q2 2019Q3 202316
LEAVELL INVESTMENT MANAGEMENT, INC. 16160.02%0.02%0.03%Q4 2019Q3 202316
XML Financial, LLC 16160.92%1.56%2.27%Q4 2019Q3 202316
Mattern Wealth Management LLC 16160.10%0.24%0.85%Q4 2019Q3 202316
Ascension Capital Advisors, Inc. 16162.47%4.45%6.96%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.03%0.07%0.13%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.04%0.12%0.17%Q4 2019Q3 202316
AE Wealth Management LLC 16160.00%0.01%0.03%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16166.48%7.51%8.55%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.01%0.06%Q4 2019Q3 202316
S.A. Mason LLC 16160.06%0.08%0.09%Q4 2019Q3 202316
White Lighthouse Investment Management Inc. 16160.06%0.18%0.33%Q3 2018Q2 202216
LADENBURG THALMANN FINANCIAL SERVICES INC. 15150.00%0.06%0.12%Q2 2016Q4 201915
Financial Enhancement Group LLC 15150.02%0.27%1.07%Q1 2019Q3 202215
OSAIC HOLDINGS, INC. 15150.05%0.17%0.26%Q1 2020Q3 202315
Advisor Group, Inc. 15150.14%0.17%0.20%Q2 2016Q4 201915
Creative Planning 1230.00%0.00%0.01%Q4 2016Q3 202315
TRUSTCORE FINANCIAL SERVICES, LLC 15150.01%0.01%0.02%Q2 2019Q4 202215
VALLEY WEALTH MANAGERS, INC. 15150.03%0.15%0.20%Q1 2020Q3 202315
HHM Wealth Advisors, LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
Accuvest Global Advisors 15150.22%1.32%4.43%Q1 2016Q3 201915
Hixon Zuercher, LLC 15152.61%3.47%4.81%Q1 2020Q3 202315
First Capital Advisors Group, LLC. 870.43%3.56%5.62%Q1 2017Q2 202315
JNBA Financial Advisors 960.00%0.00%0.00%Q3 2019Q3 202315
Nikulski Financial, Inc. 15150.45%2.18%2.90%Q1 2020Q3 202315
Wealth Alliance 15150.07%0.11%0.21%Q1 2020Q3 202315
Powell Investment Advisors, LLC 15150.24%0.28%0.31%Q1 2020Q3 202315
Ledyard National Bank 15150.49%0.73%0.94%Q1 2020Q3 202315
Bogart Wealth, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Strategic Family Wealth Counselors, L.L.C. 15150.27%0.46%1.00%Q1 2020Q3 202315
Stratos Wealth Advisors, LLC 15150.04%0.08%0.20%Q1 2020Q3 202315
Frontier Wealth Management LLC 15150.01%0.03%0.05%Q4 2018Q2 202215
CreativeOne Wealth, LLC 14140.38%0.52%0.64%Q2 2020Q3 202314
FinTrust Capital Advisors, LLC 14140.37%0.86%1.77%Q4 2018Q1 202214
Winslow, Evans & Crocker, Inc. 14140.00%0.00%0.00%Q3 2017Q4 202014
SALEM INVESTMENT COUNSELORS INC 14140.00%0.01%0.01%Q2 2020Q3 202314
COZAD ASSET MANAGEMENT INC 14140.32%0.65%0.89%Q2 2020Q3 202314
PLIMOTH TRUST CO LLC 14140.27%0.29%0.31%Q2 2020Q3 202314
Hamilton Wealth, LLC 14140.33%5.59%9.73%Q2 2020Q3 202314
Capital Investment Advisory Services, LLC 640.00%0.04%0.10%Q4 2018Q3 202314
Sowell Financial Services LLC 710.00%0.10%0.64%Q1 2017Q1 202314
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 14140.37%1.77%4.13%Q2 2020Q3 202314
Winfield Associates, Inc. 1310.06%0.18%0.32%Q4 2017Q1 202214
PARSONS CAPITAL MANAGEMENT INC/RI 14140.04%0.11%0.16%Q2 2020Q3 202314
Manning & Napier Group, LLC 1220.00%0.00%0.01%Q1 2019Q3 202314
NEXT Financial Group, Inc 1110.04%0.06%0.10%Q2 2017Q4 202114
NORTHERN TRUST CORP 1220.00%0.00%0.00%Q2 2017Q3 202314
J.P. Morgan Private Wealth Advisors LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Cambridge Advisors Inc. 14140.07%0.18%0.24%Q2 2020Q3 202314
NewEdge Advisors, LLC 860.01%0.06%0.22%Q1 2020Q3 202314
Avior Wealth Management, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
Private Portfolio Partners LLC 1310.06%0.07%0.10%Q4 2019Q3 202314
Valeo Financial Advisors, LLC 1310.00%0.00%0.01%Q1 2018Q1 202314
Citadel Advisors 710.00%0.00%0.00%Q3 2017Q3 202314
HBW ADVISORY SERVICES LLC 13130.19%0.25%0.40%Q3 2020Q3 202313
Ausdal Financial Partners, Inc. 13130.04%0.09%0.13%Q3 2020Q3 202313
GeoWealth Management, LLC 13130.06%1.08%2.22%Q3 2020Q3 202313
BLAIR WILLIAM & CO/IL 1210.00%0.00%0.00%Q2 2019Q3 202313
GREAT LAKES ADVISORS, LLC 13130.02%0.04%0.08%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.04%0.09%Q3 2020Q3 202313
Janney Capital Management LLC 13130.02%0.68%4.58%Q2 2020Q2 202313
ASSETMARK, INC 810.00%0.00%0.00%Q4 2019Q3 202313
Legacy Advisors, LLC 13130.21%0.38%0.72%Q3 2020Q3 202313
PITTENGER & ANDERSON INC 13130.00%0.01%0.03%Q3 2020Q3 202313
BB&T SECURITIES, LLC 13130.11%0.26%0.40%Q3 2016Q3 201913
F3Logic, LLC 13130.03%0.18%0.23%Q4 2019Q4 202213
Newbridge Financial Services Group, Inc. 13130.05%0.23%0.37%Q3 2020Q3 202313
Asset Dedication, LLC 510.00%0.01%0.01%Q1 2017Q3 202313
Advisors Capital Management, LLC 1120.01%0.02%0.02%Q4 2018Q3 202313
CITIGROUP INC 850.00%0.00%0.00%Q4 2019Q3 202313
FIDUCIARY TRUST CO 13130.02%0.07%0.11%Q3 2020Q3 202313
Kovack Advisors, Inc. 940.08%0.15%0.33%Q2 2017Q3 202013
Truepoint, Inc. 1210.01%0.02%0.04%Q3 2019Q3 202313
YHB Investment Advisors, Inc. 13130.15%0.17%0.20%Q3 2020Q3 202313
TRUST CO OF VERMONT 610.00%0.00%0.00%Q1 2020Q3 202313
CAPTRUST FINANCIAL ADVISORS 1120.00%0.02%0.08%Q2 2019Q3 202313
Graypoint LLC 12120.05%0.27%0.37%Q4 2020Q3 202312
Founders Financial Alliance, LLC 750.09%0.13%0.15%Q3 2020Q3 202312
RIVERHEAD CAPITAL MANAGEMENT LLC 12120.36%0.40%0.47%Q4 2016Q3 201912
First Allied Advisory Services, Inc. 1020.01%0.02%0.02%Q3 2017Q3 202012
Source Financial Advisors LLC 12122.28%3.06%3.75%Q4 2020Q3 202312
Savant Capital, LLC 12120.01%0.03%0.07%Q1 2019Q4 202112
Hochman Cole Investment Advisors, Inc. 12120.18%0.27%0.41%Q4 2018Q3 202112
John W. Brooker & Co., CPAs 12120.02%0.02%0.02%Q4 2019Q3 202212
KWB Wealth 12120.07%0.09%0.11%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.03%0.04%Q4 2018Q3 202112
AMERIPRISE FINANCIAL INC 710.00%0.00%0.00%Q3 2018Q3 202312
ETRADE Capital Management LLC 12120.12%0.65%1.32%Q4 2017Q3 202012
J.W. COLE ADVISORS, INC. 12120.06%0.07%0.08%Q4 2020Q3 202312
Cetera Investment Advisers 12120.02%0.06%0.14%Q4 2020Q3 202312
Flinton Capital Management LLC 12120.30%0.32%0.34%Q4 2016Q3 201912
BALDWIN BROTHERS LLC/MA 12120.00%0.00%0.00%Q1 2021Q4 202312
Meadow Creek Investment Management LLC 12120.09%0.10%0.10%Q4 2016Q3 201912
Ten Capital Wealth Advisors, LLC 12120.32%8.08%12.85%Q3 2020Q2 202312
REGENTATLANTIC CAPITAL LLC 12120.01%0.01%0.03%Q4 2019Q3 202212
Emerald Advisors, LLC 12120.39%0.66%0.90%Q4 2020Q3 202312
QUEST CAPITAL MANAGEMENT INC /ADV 12120.08%0.11%0.13%Q1 2019Q4 202112
Sandy Spring Bank 1110.00%0.00%0.00%Q3 2019Q3 202312
1900 WEALTH MANAGEMENT LLC 12123.06%4.60%6.00%Q4 2020Q3 202312
Tyers Asset Management LLC 12120.25%0.27%0.30%Q4 2016Q3 201912
Ellis Investment Partners, LLC 12120.00%0.01%0.01%Q4 2019Q3 202212
Old North State Trust, LLC 610.00%0.09%0.18%Q3 2018Q1 202312
LexAurum Advisors, LLC 12120.09%2.83%5.66%Q4 2020Q3 202312
Neuburgh Advisers LLC 12120.20%0.22%0.23%Q4 2016Q3 201912
Cadent Capital Advisors, LLC 12120.12%1.36%3.68%Q4 2020Q3 202312
LINCOLN NATIONAL CORP 12120.01%0.01%0.02%Q4 2020Q3 202312
Key FInancial Inc 12120.00%0.01%0.02%Q4 2020Q3 202312
Intrua Financial, LLC 12122.48%2.85%3.35%Q2 2020Q1 202312
BLB&B Advisors, LLC 12120.14%0.16%0.18%Q3 2016Q2 201912
SHUFRO ROSE & CO LLC 12120.02%0.07%0.15%Q4 2020Q3 202312
Adams Wealth Management 12122.22%3.10%3.59%Q1 2020Q4 202212
Strategic Blueprint, LLC 1110.04%0.07%0.16%Q3 2019Q3 202312
SkyView Investment Advisors, LLC 12120.30%2.07%3.88%Q4 2020Q3 202312
Spire Wealth Management 11110.28%0.48%0.70%Q1 2021Q3 202311
Hennion & Walsh Asset Management, Inc. 11112.33%2.58%2.79%Q1 2021Q3 202311
NWAM LLC 11110.04%0.05%0.06%Q1 2021Q3 202311
First Horizon Advisors, Inc. 920.00%0.00%0.01%Q4 2019Q3 202311
Successful Portfolios LLC 510.13%0.19%0.27%Q3 2018Q2 202311
KB FINANCIAL PARTNERS, LLC 111112.25%16.14%18.31%Q1 2021Q3 202311
Crestone Asset Management LLC 11110.05%0.06%0.07%Q1 2021Q3 202311
BESSEMER GROUP INC 11110.00%0.00%0.00%Q1 2021Q3 202311
CREATIVE FINANCIAL DESIGNS INC /ADV 11110.00%0.01%0.02%Q1 2021Q3 202311
USCA RIA LLC 11110.03%0.06%0.07%Q4 2018Q2 202111
Marcum Wealth, LLC 11110.19%0.34%0.50%Q1 2021Q3 202311
Capital Advisors Wealth Management, LLC 11110.23%1.72%3.30%Q1 2021Q3 202311
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 11110.33%0.54%0.82%Q1 2017Q3 201911
Ken Stern & Associates, Inc. 11110.11%0.47%0.73%Q1 2016Q3 201811
ADVANTAGE INVESTMENT MANAGEMENT, LLC 11110.00%0.02%0.04%Q1 2017Q3 201911
Apollon Wealth Management, LLC 810.06%0.59%5.07%Q4 2018Q3 202311
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q2 2017Q3 202311
Cornerstone Wealth Management, LLC 740.01%0.05%0.12%Q2 2018Q2 202111
IHT Wealth Management, LLC 810.03%0.06%0.10%Q1 2019Q3 202311
Canvas Wealth Advisors, LLC 11110.75%4.12%6.64%Q1 2021Q3 202311
BOK Financial Private Wealth, Inc. 10100.01%0.03%0.04%Q3 2020Q4 202210
Csenge Advisory Group 10100.02%0.05%0.18%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.10%0.39%1.18%Q1 2021Q3 202310
Kingsview Wealth Management, LLC 640.01%0.02%0.04%Q1 2021Q3 202310
Lee Financial Group Hawaii, Inc. 10100.92%1.12%1.24%Q2 2021Q3 202310
BALASA DINVERNO & FOLTZ LLC 10101.49%2.25%3.20%Q2 2020Q3 202210
BKS ADVISORS, LLC 10101.16%1.52%1.73%Q4 2016Q1 201910
Covenant Multifamily Offices, LLC 10100.15%0.27%0.41%Q2 2019Q3 202110
Perennial Investment Advisors, LLC 730.07%0.14%0.24%Q1 2021Q3 202310
Regal Investment Advisors LLC 10100.91%1.05%1.16%Q2 2021Q3 202310
Mariner, LLC 910.01%0.04%0.05%Q3 2019Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.04%Q2 2018Q3 202010
CENTRAL TRUST Co 10100.00%0.00%0.01%Q2 2021Q3 202310
Fort Point Capital Partners LLC 990.23%0.25%0.27%Q3 2021Q3 20239
MASSMUTUAL TRUST CO FSB/ADV 810.00%0.01%0.06%Q4 2016Q4 20239
Meristem Family Wealth, LLC 810.03%0.05%0.06%Q4 2019Q1 20229
FLOW TRADERS U.S. LLC 310.03%0.13%0.28%Q3 2016Q3 20239
FIFTH THIRD SECURITIES, INC. 990.02%0.22%1.50%Q3 2021Q3 20239
KESTRA PRIVATE WEALTH SERVICES, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Hefty Wealth Partners 990.75%1.93%2.91%Q1 2016Q1 20189
CAPITAL ONE FINANCIAL CORP 990.11%0.72%1.42%Q1 2020Q1 20229
Sanford Advisory Services, LLC 997.94%12.10%18.89%Q4 2020Q4 20229
Lucia Wealth Services, LLC 990.20%0.23%0.29%Q3 2018Q3 20209
ACIMA PRIVATE WEALTH, LLC 992.08%2.50%3.02%Q1 2020Q1 20229
Herold Advisors, Inc. 990.68%1.24%2.22%Q3 2021Q3 20239
Sierra Capital LLC 990.08%0.10%0.13%Q1 2021Q1 20239
Clear Creek Financial Management, LLC 410.03%0.05%0.15%Q2 2020Q3 20239
SMITH, MOORE & CO. 990.06%0.07%0.08%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.05%0.06%0.06%Q3 2021Q3 20239
Sequoia Wealth Management, LLC 991.29%4.74%15.54%Q4 2017Q4 20199
FARMERS & MERCHANTS INVESTMENTS INC 990.00%0.02%0.04%Q3 2021Q3 20239
Neuberger Berman Group LLC 810.00%0.00%0.00%Q3 2020Q4 20229
Beaumont Financial Partners, LLC 310.04%0.60%1.44%Q2 2019Q1 20229
Larson Financial Group LLC 810.00%0.00%0.00%Q1 2021Q3 20239
Stonebridge Capital Advisors LLC 990.03%0.03%0.03%Q3 2021Q3 20239
Simply Money Advisors 992.46%5.03%9.10%Q1 2016Q1 20189
DAVENPORT & Co LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Wealthfront Advisers LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Wellesley Investment Partners, LLC 990.10%0.11%0.12%Q2 2017Q2 20199
SITTNER & NELSON, LLC 990.03%0.03%0.04%Q3 2021Q3 20239
Delos Wealth Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Commonwealth Equity Services, Inc 880.00%0.02%0.05%Q4 2015Q3 20178
Capital Market Strategies LLC 530.37%0.39%0.41%Q4 2021Q4 20238
ARVEST TRUST CO N A 880.45%0.83%1.34%Q4 2021Q3 20238
VALLEY NATIONAL ADVISERS INC 410.00%0.01%0.03%Q3 2019Q2 20228
Summit Financial Strategies, Inc. 880.06%0.06%0.07%Q4 2021Q3 20238
VICTORY CAPITAL MANAGEMENT INC 880.11%0.20%0.36%Q2 2019Q1 20218
Mason & Associates Inc 880.24%0.40%0.87%Q4 2021Q3 20238
NATIONAL PLANNING CORP 880.03%0.08%0.14%Q4 2015Q3 20178
First International Bank & Trust 880.10%0.11%0.13%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Avidian Wealth Solutions, LLC 880.20%0.26%0.29%Q4 2021Q3 20238
Lowe Wealth Advisors, LLC 880.00%0.00%0.00%Q3 2018Q2 20208
Washington Trust Advisors, Inc. 880.12%0.35%0.57%Q4 2021Q3 20238
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 530.00%0.00%0.00%Q3 2020Q3 20238
SC&H Financial Advisors, Inc. 880.11%0.15%0.26%Q4 2021Q3 20238
Horizon Family Wealth, Inc. 8814.16%15.56%17.05%Q4 2021Q3 20238
Cerity Partners LLC 710.00%0.01%0.02%Q2 2019Q3 20238
Caprock Group, LLC 880.07%0.07%0.08%Q1 2018Q4 20198
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
C2C Wealth Management, LLC 880.18%0.20%0.22%Q4 2021Q3 20238
Tradition Wealth Management, LLC 710.00%0.00%0.01%Q4 2020Q2 20238
Goodman Advisory Group, LLC 880.06%0.49%1.76%Q4 2021Q3 20238
PFS Partners, LLC 884.78%6.80%10.77%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 880.59%0.62%0.64%Q4 2021Q3 20238
PINNACLE FINANCIAL PARTNERS INC 880.01%0.01%0.02%Q4 2021Q3 20238
Evergreen Wealth Solutions, LLC 883.59%5.10%9.32%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.38%0.58%0.75%Q4 2021Q3 20238
Arkadios Wealth Advisors 880.00%0.01%0.01%Q4 2019Q3 20218
Archvest Wealth Advisors, Inc. 8810.47%11.31%12.54%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.14%0.18%0.21%Q1 2021Q3 20238
QUADRANT CAPITAL GROUP LLC 880.04%0.05%0.06%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 430.02%0.02%0.03%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.07%0.10%0.13%Q1 2022Q3 20237
Investors Financial Group, LLC 770.22%0.51%0.64%Q4 2019Q2 20217
Argent Trust Co 520.01%0.01%0.02%Q2 2021Q2 20237
Freestone Capital Holdings, LLC 520.00%0.02%0.03%Q3 2020Q2 20227
COMERICA BANK 610.00%0.01%0.04%Q3 2021Q3 20237
FIRST MANHATTAN CO. LLC. 610.00%0.00%0.00%Q3 2017Q3 20237
Keystone Financial Group 520.04%0.04%0.04%Q1 2021Q3 20237
MOTCO 430.00%0.00%0.00%Q2 2020Q1 20227
ICA Group Wealth Management, LLC 770.03%0.34%0.55%Q1 2022Q3 20237
Ameritas Advisory Services, LLC 610.01%0.06%0.19%Q4 2021Q3 20237
Tyler-Stone Wealth Management 520.19%0.22%0.23%Q4 2021Q3 20237
Goelzer Investment Management, Inc. 610.04%0.04%0.05%Q4 2021Q3 20237
Wealthspire Advisors, LLC 610.09%0.10%0.14%Q3 2021Q3 20237
Accurate Wealth Management, LLC 770.13%0.37%0.65%Q2 2021Q4 20227
Addison Advisors LLC 430.00%0.01%0.02%Q2 2021Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
MORRIS FINANCIAL CONCEPTS, INC. 520.04%0.18%0.31%Q4 2021Q3 20237
Cresset Asset Management, LLC 320.00%0.01%0.01%Q4 2020Q3 20237
SG Americas Securities, LLC 410.01%0.02%0.04%Q1 2016Q3 20187
Charter Oak Capital Management, LLC 770.02%0.02%0.02%Q4 2020Q2 20227
Renaissance Technologies 310.00%0.00%0.00%Q1 2020Q3 20237
First American Bank 520.01%0.01%0.02%Q4 2019Q4 20217
D.A. DAVIDSON & CO. 770.00%0.00%0.00%Q1 2022Q3 20237
Consolidated Planning Corp 661.10%1.47%1.86%Q2 2022Q3 20236
CFS Investment Advisory Services, LLC 410.10%0.21%0.28%Q4 2020Q2 20236
HM PAYSON & CO 660.00%0.00%0.00%Q1 2021Q2 20226
BROWN ADVISORY INC 660.00%0.00%0.00%Q3 2016Q4 20176
PRUDENTIAL FINANCIAL INC 660.00%0.00%0.00%Q1 2022Q2 20236
MBL Wealth, LLC 220.03%0.08%0.12%Q4 2020Q3 20236
WMS Partners, LLC 660.34%3.01%4.61%Q2 2022Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 310.01%0.02%0.06%Q1 2021Q4 20226
Worth Asset Management, LLC 660.05%0.06%0.07%Q1 2022Q2 20236
WOLFF WIESE MAGANA LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Merit Financial Group, LLC 660.05%0.06%0.07%Q2 2022Q3 20236
55I, LLC 660.02%0.05%0.09%Q2 2021Q3 20226
Prospera Financial Services Inc 510.00%0.10%0.19%Q2 2020Q1 20226
JMG Financial Group, Ltd. 660.02%0.03%0.04%Q2 2022Q3 20236
DEUTSCHE BANK AG\ 310.00%0.00%0.00%Q1 2019Q4 20226
HL FINANCIAL SERVICES LLC 660.01%0.02%0.03%Q4 2017Q1 20196
REILLY FINANCIAL ADVISORS, LLC 660.00%0.00%0.00%Q3 2020Q4 20216
Anchor Investment Management, LLC 420.00%0.00%0.00%Q2 2020Q4 20236
OneAscent Wealth Management LLC 510.26%0.60%1.01%Q1 2022Q3 20236
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q3 2018Q4 20226
WEST BANCORPORATION INC 420.02%0.03%0.05%Q2 2020Q3 20226
Tortoise Investment Management, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.03%0.06%0.11%Q2 2022Q3 20236
Squar Milner Financial Services LLC 420.00%0.02%0.03%Q3 2018Q1 20206
HRT FINANCIAL LP 510.00%0.03%0.06%Q1 2022Q3 20236
UNITED CAPITAL FINANCIAL ADVISORS, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
GPS Wealth Strategies Group, LLC 330.01%0.01%0.02%Q1 2022Q3 20236
Stone House Investment Management, LLC 330.04%0.07%0.11%Q1 2022Q3 20236
MUFG Americas Holdings Corp 420.00%0.00%0.00%Q1 2019Q3 20226
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.00%Q4 2019Q4 20226
Wagner Wealth Management, LLC 320.00%0.01%0.02%Q2 2022Q3 20235
WINTRUST INVESTMENTS LLC 550.11%0.12%0.13%Q1 2022Q1 20235
Choate Investment Advisors 410.01%0.08%0.15%Q2 2016Q3 20235
Costello Asset Management, INC 550.01%0.02%0.02%Q1 2022Q1 20235
BB&T INVESTMENT SERVICES, INC. 550.02%0.06%0.11%Q4 2016Q4 20175
Legend Financial Advisors, Inc. 550.03%0.03%0.03%Q3 2022Q3 20235
Ensign Peak Advisors, Inc 550.11%0.12%0.13%Q4 2019Q4 20205
Jacobi Capital Management LLC 550.00%0.01%0.01%Q3 2020Q3 20215
MOSELEY INVESTMENT MANAGEMENT INC 550.62%1.19%1.44%Q1 2019Q1 20205
Dynamic Advisor Solutions LLC 550.05%0.67%1.24%Q3 2022Q3 20235
Colonial Trust Co / SC 550.01%0.08%0.14%Q3 2022Q3 20235
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q3 2017Q3 20185
CoreCap Advisors, LLC 550.71%1.05%1.28%Q4 2021Q4 20225
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 410.16%0.32%0.46%Q3 2021Q3 20235
PFG Advisors 410.02%0.19%0.40%Q4 2021Q3 20235
Retirement Group, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Bank of New Hampshire 550.00%0.00%0.00%Q3 2022Q3 20235
MSI Financial Services Inc 550.02%0.03%0.04%Q4 2015Q4 20165
Qube Research & Technologies Ltd 210.00%0.00%0.00%Q2 2021Q3 20235
WHITTIER TRUST CO 550.00%0.00%0.00%Q3 2022Q3 20235
Private Wealth Advisors, Inc. 550.29%0.57%0.91%Q3 2018Q3 20195
Kistler-Tiffany Companies, LLC 550.00%0.00%0.01%Q2 2021Q2 20225
Gratus Capital, LLC 550.06%0.07%0.08%Q4 2018Q4 20195
Merriman Wealth Management, LLC 550.04%0.33%0.41%Q3 2022Q3 20235
Empirical Asset Management, LLC 550.97%1.33%1.72%Q4 2021Q4 20225
Strategic Financial Services, Inc, 550.73%0.80%1.00%Q3 2022Q3 20235
Round Rock Advisors, LLC 550.09%0.12%0.15%Q4 2021Q4 20225
McElhenny Sheffield Capital Management, LLC 550.01%0.13%0.22%Q4 2021Q4 20225
M&R CAPITAL MANAGEMENT INC 320.00%0.00%0.00%Q2 2022Q4 20235
Human Investing LLC 440.01%0.01%0.01%Q2 2020Q1 20214
Capital Asset Advisory Services LLC 310.00%0.00%0.00%Q2 2021Q2 20224
MILESTONE WEALTH, LLC 4417.57%21.30%24.85%Q4 2021Q3 20224
CAMG Solamere Management, LLC 440.26%0.46%0.69%Q4 2016Q3 20174
Eaton Financial Holdings Company, LLC 441.17%2.83%3.49%Q4 2022Q3 20234
Worth Financial Advisory Group, LLC 449.59%10.68%13.31%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.04%0.06%0.06%Q4 2022Q3 20234
TOTH FINANCIAL ADVISORY CORP 310.00%0.00%0.01%Q1 2022Q1 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.01%Q4 2022Q3 20234
LifePlan Financial Group, Inc 440.00%0.00%0.00%Q1 2018Q4 20184
Advance Capital Management, Inc. 440.04%0.05%0.06%Q4 2022Q3 20234
Transamerica Financial Advisors, Inc. 310.00%0.00%0.00%Q2 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.96%1.36%1.54%Q4 2017Q3 20184
Glassman Wealth Services 440.00%0.00%0.00%Q4 2021Q3 20224
SouthState Corp 440.00%0.00%0.00%Q1 2022Q4 20224
Centurion Wealth Management LLC 444.84%4.95%5.06%Q4 2022Q3 20234
CCG WEALTH MANAGEMENT, LLC 440.21%0.23%0.24%Q2 2019Q1 20204
WHITTIER TRUST CO OF NEVADA INC 440.00%0.00%0.00%Q4 2022Q3 20234
Berman Capital Advisors, LLC 440.00%0.00%0.01%Q4 2019Q3 20204
Perigon Wealth Management, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Corient Private Wealth LLC 440.06%0.07%0.09%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Tennessee Valley Asset Management Partners 440.18%0.19%0.20%Q2 2020Q1 20214
Farmers & Merchants Trust Co of Chambersburg PA 310.02%0.04%0.04%Q1 2021Q3 20234
Hemington Wealth Management 440.11%0.12%0.14%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.07%0.07%0.07%Q4 2022Q3 20234
Aurora Private Wealth, Inc. 440.22%0.23%0.25%Q1 2020Q4 20204
Carnegie Capital Asset Management, LLC 440.01%0.01%0.02%Q4 2021Q3 20224
Fidelis Capital Partners, LLC 440.30%0.51%0.63%Q4 2022Q3 20234
AVIANCE CAPITAL MANAGEMENT, LLC 440.01%0.01%0.01%Q4 2015Q3 20164
Atlas Private Wealth Advisors 440.00%0.01%0.01%Q4 2020Q3 20214
Goldstein Advisors, LLC 449.59%9.96%10.81%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Royal Fund Management, LLC 440.01%0.01%0.01%Q2 2019Q1 20204
Elmwood Wealth Management, Inc. 440.18%0.19%0.21%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 310.00%0.01%0.02%Q3 2022Q3 20234
Salomon & Ludwin, LLC 310.00%0.01%0.01%Q2 2019Q3 20234
SageView Advisory Group, LLC 440.07%0.10%0.14%Q4 2022Q3 20234
Sage Advisory Services, Ltd.Co. 440.37%0.59%0.81%Q4 2020Q3 20214
VICUS CAPITAL 440.04%0.05%0.06%Q4 2022Q3 20234
Leelyn Smith, LLC 210.00%0.00%0.00%Q4 2019Q1 20214
TOWNSQUARE CAPITAL LLC 440.00%0.01%0.01%Q4 2022Q3 20234
NATIONAL BANK OF CANADA /FI/ 440.00%0.00%0.00%Q4 2021Q3 20224
Y-Intercept (Hong Kong) Ltd 210.02%0.04%0.06%Q3 2021Q2 20234
IronBridge Private Wealth, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
CHAPIN DAVIS, INC. 440.16%0.16%0.17%Q4 2022Q3 20234
Rockbridge Investment Management, LCC 310.00%0.01%0.03%Q2 2020Q2 20214
ARMSTRONG ADVISORY GROUP, INC 440.14%0.15%0.17%Q4 2022Q3 20234
Guidant Wealth Advisors 330.30%0.30%0.31%Q1 2019Q3 20193
LEVEL FOUR ADVISORY SERVICES, LLC 330.01%0.04%0.07%Q4 2019Q2 20203
FIRST HAWAIIAN BANK 210.00%0.01%0.02%Q3 2018Q1 20223
TCTC Holdings, LLC 330.01%0.01%0.02%Q2 2020Q4 20203
SEI INVESTMENTS CO 210.00%0.00%0.00%Q2 2016Q2 20183
Tillar-Wenstrup Advisors, LLC 334.18%4.32%4.52%Q1 2022Q3 20223
SRS Capital Advisors, Inc. 210.00%0.00%0.01%Q3 2018Q1 20223
PACIFIC FINANCIAL GROUP INC 331.45%1.64%1.88%Q4 2020Q2 20213
Pasadena Private Wealth, LLC 330.07%0.08%0.08%Q3 2021Q1 20223
CALDWELL SUTTER CAPITAL, INC. 330.01%0.01%0.02%Q1 2023Q3 20233
Burt Wealth Advisors 330.03%0.03%0.03%Q3 2018Q1 20193
Pensionmark Financial Group, LLC 330.68%0.94%1.43%Q1 2020Q3 20203
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2020Q2 20233
Visionary Wealth Advisors 330.03%0.30%0.48%Q4 2020Q2 20213
American Trust 330.02%0.02%0.02%Q1 2023Q3 20233
Flagship Private Wealth, LLC 330.01%0.01%0.02%Q4 2020Q2 20213
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 330.08%0.08%0.08%Q2 2021Q4 20213
Allegiant Private Advisors, LLC 330.57%1.08%1.47%Q4 2020Q2 20213
Simplicity Solutions, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
SIMPLEX TRADING, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Vanguard Capital Wealth Advisors 210.14%0.45%0.83%Q1 2019Q4 20213
RFG Advisory, LLC 210.02%0.05%0.11%Q2 2019Q2 20213
Arvest Bank Trust Division 331.06%1.13%1.19%Q1 2021Q3 20213
HAZLETT, BURT & WATSON, INC. 210.08%0.09%0.10%Q1 2022Q3 20233
IMA Wealth, Inc. 330.01%0.01%0.01%Q2 2018Q4 20183
Beacon Pointe Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Lansing Street Advisors 330.02%0.02%0.03%Q4 2022Q2 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 330.04%0.04%0.04%Q3 2021Q1 20223
Empire Financial Management Company, LLC 330.20%0.21%0.22%Q1 2023Q3 20233
SeaCrest Wealth Management, LLC 210.00%0.00%0.00%Q4 2018Q2 20223
AMERICAN INTERNATIONAL GROUP, INC. 330.00%0.01%0.01%Q3 2015Q1 20163
Kraft, Davis & Associates, LLC 210.13%0.15%0.19%Q4 2022Q3 20233
OneDigital Investment Advisors LLC 331.35%1.41%1.45%Q1 2023Q3 20233
Aptus Capital Advisors, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Forbes Financial Planning, Inc. 330.88%1.04%1.30%Q1 2023Q3 20233
Gallagher Fiduciary Advisors, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
Ferris Capital, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
GHP Investment Advisors, Inc. 210.00%0.01%0.02%Q2 2021Q2 20223
Phoenix Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
Capital One Investing, Inc. 210.12%0.14%0.15%Q4 2018Q3 20193
Certified Advisory Corp 210.00%0.00%0.00%Q1 2020Q1 20213
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
Pine Valley Investments Ltd Liability Co 330.03%0.04%0.05%Q1 2023Q3 20233
January Capital Advisors LLC 330.20%0.20%0.21%Q4 2021Q2 20223
Sound Income Strategies, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Consolidated Portfolio Review Corp 330.70%0.84%1.03%Q1 2023Q3 20233
VeraBank, N.A. 220.08%0.12%0.15%Q2 2023Q3 20232
LAKE STREET PRIVATE WEALTH, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Oakworth Capital, Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
WealthBridge Capital Management, LLC 220.02%0.03%0.04%Q4 2018Q1 20192
BNP PARIBAS FINANCIAL MARKETS 220.01%0.01%0.01%Q4 2016Q1 20172
DAYMARK WEALTH PARTNERS, LLC 220.02%0.03%0.04%Q1 2023Q2 20232
ABLE Financial Group, LLC 220.11%0.24%0.37%Q1 2023Q2 20232
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q4 2022Q2 20232
Kozak & Associates, Inc. 220.02%0.02%0.02%Q4 2021Q1 20222
Total Clarity Wealth Management, Inc. 110.00%0.00%0.01%Q4 2021Q2 20222
Stratos Investment Management, LLC 220.04%0.05%0.05%Q3 2021Q4 20212
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220.17%0.21%0.24%Q2 2016Q3 20162
Atlantic Union Bankshares Corp 220.03%0.03%0.03%Q2 2022Q3 20222
KINGS POINT CAPITAL MANAGEMENT 220.01%0.01%0.01%Q3 2021Q4 20212
Belpointe Asset Management LLC 220.00%0.01%0.01%Q4 2022Q1 20232
LEO BROKERAGE, LLC 223.61%4.04%4.47%Q1 2023Q2 20232
Versant Capital Management, Inc 220.00%0.00%0.00%Q3 2023Q4 20232
Savior LLC 220.00%0.01%0.01%Q2 2022Q3 20222
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
Sterling Global Strategies LLC 110.22%6.48%12.74%Q3 2016Q4 20182
BRIGHTON JONES LLC 110.01%0.01%0.01%Q4 2021Q2 20232
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
JFS WEALTH ADVISORS, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Close Asset Management Ltd 220.00%0.00%0.00%Q4 2021Q1 20222
ASSET MANAGEMENT CORP /IL/ /ADV 220.27%0.27%0.27%Q4 2022Q1 20232
Oak Point Wealth Management 220.97%1.28%1.59%Q4 2017Q1 20182
New Republic Capital, LLC 220.70%0.70%0.70%Q1 2023Q2 20232
PFG Investments, LLC 220.22%0.33%0.43%Q1 2023Q2 20232
Pure Financial Advisors, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q2 2019Q4 20192
US FINANCIAL ADVISORS, LLC 220.09%0.11%0.12%Q4 2020Q1 20212
Virtu KCG Holdings LLC 110.03%0.04%0.05%Q4 2015Q2 20162
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.03%0.06%Q4 2020Q3 20222
Benedetti & Gucer, Inc. 110.15%0.19%0.23%Q1 2021Q3 20212
Parkside Financial Bank & Trust 110.01%0.01%0.02%Q3 2017Q1 20232
WHALEROCK POINT PARTNERS, LLC 220.08%0.08%0.08%Q4 2017Q1 20182
One Capital Management, LLC 220.03%0.04%0.04%Q2 2023Q3 20232
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
BDO Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Raab & Moskowitz Asset Management LLC 110.03%0.03%0.03%Q3 2018Q4 20192
Advisory Alpha, LLC 110.00%0.01%0.02%Q1 2020Q3 20202
Independent Advisor Alliance 110.20%0.28%0.35%Q1 2017Q4 20192
Private Wealth Partners, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q3 2018Q4 20182
Freedom Investment Management, Inc. 111.82%2.30%2.79%Q4 2015Q3 20162
Operose Advisors LLC 220.01%0.02%0.02%Q4 2021Q1 20222
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q4 2018Q1 20192
Wealthcare Advisory Partners LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Catalyst Wealth Management, LLC 220.67%0.69%0.71%Q4 2022Q1 20232
VSR Financial Services, Inc. 220.13%0.48%0.83%Q1 2016Q2 20162
MATTERN CAPITAL MANAGEMENT, LLC 221.16%1.31%1.46%Q4 2019Q1 20202
Crabel Capital Management, LLC 110.06%0.11%0.17%Q4 2021Q2 20232
WEALTHSOURCE PARTNERS, LLC 220.17%0.17%0.18%Q3 2016Q4 20162
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Baystate Wealth Management LLC 110.00%0.00%0.00%Q3 2022Q3 20232
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Plante Moran Financial Advisors, LLC 110.01%0.01%0.02%Q4 2020Q2 20222
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 220.01%0.01%0.02%Q2 2016Q3 20162
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q4 2018Q3 20212
Sterling Financial Planning, Inc. 220.06%0.07%0.08%Q2 2021Q3 20212
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Lifeworks Advisors, LLC 220.13%0.16%0.19%Q1 2022Q2 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Newfound Research LLC 220.00%0.00%0.00%Q1 2017Q2 20172
XML SECURITIES, LLC 223.42%3.46%3.50%Q4 2017Q1 20182
Capital Analysts, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Bison Wealth, LLC 220.04%0.05%0.05%Q2 2023Q3 20232
Core Alternative Capital 220.02%0.02%0.03%Q2 2022Q3 20222
BRINKER CAPITAL INC 220.04%0.04%0.05%Q1 2020Q2 20202
Beaird Harris Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Procyon Advisors, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Foresight Wealth Management, LLC 110.24%0.24%0.24%Q4 2018Q4 20181
Aspire Private Capital, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
COLONY GROUP LLC 110.11%0.11%0.11%Q3 2022Q3 20221
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Community Bank, N.A. 110.00%0.00%0.00%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ACG Wealth 110.07%0.07%0.07%Q2 2019Q2 20191
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q4 2018Q4 20181
GRIES FINANCIAL LLC 110.34%0.34%0.34%Q4 2022Q4 20221
Sigma Planning Corp 110.01%0.01%0.01%Q3 2023Q3 20231
Tradewinds, LLC. 110.12%0.12%0.12%Q2 2023Q2 20231
Harbour Capital Advisors, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Modera Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
West Tower Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2019Q1 20191
Envestnet Portfolio Solutions, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
BBR PARTNERS, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
1834 INVESTMENT ADVISORS CO 110.01%0.01%0.01%Q3 2020Q3 20201
Intergy Private Wealth, LLC 111.07%1.07%1.07%Q4 2021Q4 20211
FNY Investment Advisers, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Integrated Wealth Management 110.07%0.07%0.07%Q1 2017Q1 20171
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Annis Gardner Whiting Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
B. Riley Wealth Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q2 2020Q2 20201
NewSquare Capital LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Harvest Fund Management Co., Ltd 110.09%0.09%0.09%Q2 2018Q2 20181
KPP Advisory Services LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Tranquility Partners, LLC 110.18%0.18%0.18%Q2 2022Q2 20221
Klingman & Associates, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Cordant, Inc. 110.04%0.04%0.04%Q3 2021Q3 20211
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CXI Advisors 110.12%0.12%0.12%Q4 2019Q4 20191
Magnus Financial Group LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Ascension Asset Management LLC 116.78%6.78%6.78%Q4 2020Q4 20201
BERKSHIRE ASSET MANAGEMENT LLC/PA 110.06%0.06%0.06%Q4 2018Q4 20181
WASHINGTON TRUST Co 110.00%0.00%0.00%Q1 2020Q1 20201
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Bedel Financial Consulting, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Braun-Bostich & Associates Inc. 111.37%1.37%1.37%Q1 2020Q1 20201
Lionsbridge Wealth Management LLC 115.76%5.76%5.76%Q4 2019Q4 20191
Lindbrook Capital, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
EPG Wealth Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Heritage Wealth Advisors 110.01%0.01%0.01%Q1 2022Q1 20221
CAPITAL ONE, NATIONAL ASSOCIATION 110.09%0.09%0.09%Q4 2019Q4 20191
WealthPlan Investment Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PrairieView Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
First Heartland Consultants, Inc. 110.05%0.05%0.05%Q3 2020Q3 20201
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2021Q4 20211
Bartlett & Co. LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Total Wealth Planning, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
InterOcean Capital Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Teamwork Financial Advisors, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
City State Bank 110.01%0.01%0.01%Q2 2023Q2 20231
TILIA FIDUCIARY PARTNERS, INC. 110.01%0.01%0.01%Q2 2023Q2 20231
PATHSTONE FAMILY OFFICE, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Safeguard Investment Advisory Group, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q1 2023Q1 20231
Grey Fox Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
RITHOLTZ WEALTH MANAGEMENT 110.03%0.03%0.03%Q2 2020Q2 20201
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Zullo Investment Group, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
InterOcean Capital, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Synergy Asset Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
CAPITAL ADVISORS INC/OK 110.01%0.01%0.01%Q4 2021Q4 20211
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2018Q4 20181
LBMC INVESTMENT ADVISORS, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q3 2020Q3 20201
GoalVest Advisory LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CATALYST PRIVATE WEALTH, LLC 110.18%0.18%0.18%Q3 2020Q3 20201
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Ameritas Investment Company, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Strategic Asset Management, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Sciencast Management LP 110.13%0.13%0.13%Q3 2017Q3 20171
Congress Wealth Management LLC / DE / 110.02%0.02%0.02%Q3 2023Q3 20231
WIN ADVISORS, INC 110.37%0.37%0.37%Q1 2023Q1 20231
Asio Capital, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Allen Capital Group, LLC 1110.70%10.70%10.70%Q4 2022Q4 20221
Fiera Capital Corp 110.00%0.00%0.00%Q1 2020Q1 20201
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
AVALON CAPITAL MANAGEMENT 110.18%0.18%0.18%Q3 2023Q3 20231
Belvedere Trading LLC 110.00%0.00%0.00%Q1 2023Q1 20231
One Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
DF DENT & CO INC 110.05%0.05%0.05%Q3 2023Q3 20231
SHELTON WEALTH MANAGEMENT, LLC 110.36%0.36%0.36%Q4 2021Q4 20211
Brand Asset Management Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Pinnacle Private Wealth, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Mystic Asset Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Cambria Investment Management, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
Covington Capital Management 110.00%0.00%0.00%Q3 2021Q3 20211
LITTLE HOUSE CAPITAL LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Destination Wealth Management 110.00%0.00%0.00%Q2 2018Q2 20181
Fortis Group Advisors, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Blueprint Investment Partners LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Clark Capital Management Group, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q4 2023Q4 20231
Indiana Trust & Investment Management CO 110.07%0.07%0.07%Q3 2023Q3 20231
CAROLINAS WEALTH CONSULTING LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Disciplined Investments, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Richwood Investment Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
STANSBERRY ASSET MANAGEMENT, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q2 2023Q2 20231
Granite Bay Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CFO4Life, L.P. 110.65%0.65%0.65%Q4 2022Q4 20221
Gallagher Benefit Services, Inc. 110.22%0.22%0.22%Q4 2022Q4 20221
Partnervest Advisory Services LLC 110.12%0.12%0.12%Q4 2015Q4 20151
Vectors Research Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q3 2022Q3 20221
LGT Financial Advisors LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Cypress Point Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Cordasco Financial Network 110.01%0.01%0.01%Q3 2020Q3 20201
Rehmann Capital Advisory Group 110.01%0.01%0.01%Q2 2019Q2 20191
COMMERCE BANK 110.00%0.00%0.00%Q3 2021Q3 20211
Redwood Investment Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
America First Investment Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q2 2019Q2 20191
Aspen Grove Capital, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2022Q1 20221
Gupta Wealth Management LLC 110.34%0.34%0.34%Q4 2015Q4 20151
HBK Sorce Advisory LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Virtu Financial LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Commonwealth Financial Services, LLC 111.97%1.97%1.97%Q3 2023Q3 20231
SIMON QUICK ADVISORS, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Signet Investment Advisory Group, Inc. 110.03%0.03%0.03%Q4 2018Q4 20181
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q3 2018Q3 20181
TimeScale Financial, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
JANICZEK WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
External links

This page lists all the filers that currently own GOLDMAN SACHS ETF TR or have owned GOLDMAN SACHS ETF TR in the past.