SPDR INDEX SHS FDS shareholder history

Current and past SPDR INDEX SHS FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.01%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.06%0.22%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
ASSETMARK, INC 41410.06%0.36%1.01%Q3 2013Q3 202341
Creative Planning 2270.00%0.45%1.21%Q2 2013Q3 202339
ENVESTNET ASSET MANAGEMENT INC 24140.00%0.03%0.08%Q2 2013Q3 202338
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
Cambridge Investment Research Advisors, Inc. 26100.00%0.07%0.16%Q2 2013Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 36360.00%0.00%0.00%Q4 2014Q3 202336
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3120.01%0.07%0.17%Q2 2013Q3 202335
Gilman Hill Asset Management, LLC 22110.08%0.21%0.71%Q2 2013Q3 202333
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 33330.06%0.51%1.48%Q3 2015Q3 202333
Endurance Wealth Management, Inc. 33330.00%0.00%0.00%Q2 2015Q2 202333
JPMORGAN CHASE & CO 2340.00%0.00%0.01%Q2 2013Q3 202332
Anchor Investment Management, LLC 32320.00%0.01%0.01%Q1 2016Q4 202332
AMERIPRISE FINANCIAL INC 2620.00%0.01%0.05%Q2 2013Q3 202331
IFP Advisors, Inc 17130.00%0.10%0.27%Q1 2016Q3 202330
SYNOVUS FINANCIAL CORP 1610.00%0.00%0.01%Q2 2013Q4 202130
Relative Value Partners Group, LLC 2360.02%0.05%0.07%Q4 2015Q3 202329
JANE STREET GROUP, LLC 610.00%0.03%0.12%Q1 2014Q3 202328
US BANCORP \DE\ 2530.00%0.00%0.00%Q2 2013Q3 202328
GOLDMAN SACHS GROUP INC 1310.00%0.00%0.00%Q2 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.05%0.14%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.02%0.10%0.31%Q4 2016Q3 202327
WEALTHCARE CAPITAL MANAGEMENT LLC 2510.00%0.01%0.01%Q1 2014Q1 202126
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 2240.00%0.21%0.33%Q2 2013Q3 202326
CWM, LLC 1880.00%0.20%1.15%Q1 2017Q3 202326
Capital Analysts, LLC 2060.00%0.18%2.00%Q4 2014Q3 202326
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1710.00%0.00%0.00%Q2 2013Q1 202326
WealthPLAN Partners, LLC 1810.00%0.35%1.08%Q2 2015Q4 202326
MML INVESTORS SERVICES, LLC 25250.01%0.05%0.18%Q3 2017Q3 202325
Ameritas Investment Partners, Inc. 25250.00%0.00%0.00%Q3 2017Q3 202325
Syntal Capital Partners, LLC 850.05%1.00%3.95%Q1 2014Q3 202325
CAPTRUST FINANCIAL ADVISORS 25250.00%0.02%0.16%Q3 2017Q3 202325
HighTower Advisors, LLC 1960.00%0.03%0.07%Q2 2017Q3 202325
AE Wealth Management LLC 2410.02%0.10%0.32%Q2 2017Q3 202325
Vivaldi Capital Management LP 24240.19%0.84%1.53%Q4 2017Q3 202324
SIGNET FINANCIAL MANAGEMENT, LLC 24240.20%1.04%2.66%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.03%0.21%Q4 2017Q3 202324
Stadion Money Management, LLC 24241.30%2.48%5.36%Q4 2017Q3 202324
GIRARD PARTNERS LTD. 24240.10%0.42%0.65%Q4 2017Q3 202324
RFG Advisory, LLC 24240.15%0.32%1.37%Q4 2017Q3 202324
Advisory Alpha, LLC 24242.34%4.49%7.57%Q4 2017Q3 202324
Winch Advisory Services, LLC 24240.01%1.82%4.82%Q4 2017Q3 202324
Asset Dedication, LLC 24240.00%0.41%1.08%Q4 2017Q3 202324
StrategIQ Financial Group, LLC 24240.48%0.82%1.28%Q4 2017Q3 202324
Geneos Wealth Management Inc. 24240.01%0.13%0.51%Q4 2017Q3 202324
JFS WEALTH ADVISORS, LLC 24240.01%0.13%0.31%Q4 2017Q3 202324
Focused Wealth Management, Inc 24240.04%2.11%9.77%Q4 2017Q3 202324
Savant Capital, LLC 24240.05%0.30%0.69%Q4 2017Q3 202324
Boston Standard Wealth Management, LLC 2220.56%2.61%4.08%Q4 2017Q4 202324
Steward Partners Investment Advisory, LLC 1860.00%0.01%0.01%Q2 2017Q3 202324
OLD SECOND NATIONAL BANK OF AURORA 24240.00%0.88%2.27%Q4 2017Q3 202324
CAPITAL WEALTH MANAGEMENT, LLC 24243.21%4.83%7.32%Q4 2017Q3 202324
McNamara Financial Services, Inc. 242411.48%15.29%18.68%Q4 2017Q3 202324
Capital Investment Advisory Services, LLC 24240.02%0.26%0.77%Q4 2017Q3 202324
Front Row Advisors LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Simplicity Solutions, LLC 24240.01%0.25%0.88%Q4 2017Q3 202324
LexAurum Advisors, LLC 24240.24%0.67%1.46%Q4 2017Q3 202324
Gradient Investments LLC 24240.00%1.36%2.83%Q4 2017Q3 202324
VISTA INVESTMENT MANAGEMENT 24240.23%1.73%2.21%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.03%0.05%Q4 2017Q3 202324
Raymond James Financial Services Advisors, Inc. 2220.00%0.02%0.06%Q3 2017Q3 202324
RAYMOND JAMES & ASSOCIATES 2310.00%0.01%0.01%Q4 2015Q3 202324
AlphaStar Capital Management, LLC 24240.27%2.12%3.41%Q4 2017Q3 202324
Financial Enhancement Group LLC 24240.02%0.89%2.36%Q4 2017Q3 202324
FIFTH THIRD BANCORP 23230.00%0.00%0.00%Q1 2018Q3 202323
WRAPMANAGER INC 23230.80%2.02%3.12%Q1 2018Q3 202323
E&G Advisors, LP 23230.12%0.24%0.38%Q1 2018Q3 202323
Capital Advisors, Ltd. LLC 2030.01%0.02%0.07%Q4 2013Q1 202223
One Capital Management, LLC 1580.03%0.31%0.86%Q1 2014Q3 202323
Stratos Wealth Partners, LTD. 23230.00%0.08%0.18%Q1 2018Q3 202323
RITHOLTZ WEALTH MANAGEMENT 23230.06%0.40%3.23%Q1 2018Q3 202323
Banco Santander, S.A. 23230.07%0.16%0.28%Q1 2018Q3 202323
JNBA Financial Advisors 2030.04%1.04%1.80%Q4 2017Q3 202323
Allworth Financial LP 23231.42%2.17%2.55%Q1 2018Q3 202323
Aveo Capital Partners, LLC 1110.08%0.24%1.32%Q2 2017Q3 202323
Peterson Wealth Advisors, LLC 23230.23%0.37%0.51%Q1 2018Q3 202323
MEITAV INVESTMENT HOUSE LTD 23230.02%0.07%0.14%Q1 2018Q3 202323
Continuum Advisory, LLC 23230.55%0.99%1.53%Q1 2018Q3 202323
Sterneck Capital Management, LLC 23230.45%4.38%7.05%Q1 2018Q3 202323
Windsor Capital Management, LLC 23230.75%1.32%1.65%Q1 2018Q3 202323
NewEdge Advisors, LLC 23230.02%0.08%0.21%Q1 2018Q3 202323
Advisory Services Network, LLC 2120.00%0.03%0.10%Q4 2017Q3 202323
BESSEMER GROUP INC 2120.00%0.00%0.00%Q2 2013Q3 202323
NORTHWEST WEALTH MANAGEMENT, LLC 23230.04%0.43%0.87%Q1 2018Q3 202323
J.P. Morgan Private Wealth Advisors LLC 13100.00%0.00%0.01%Q4 2017Q3 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2210.00%0.00%0.02%Q2 2016Q3 202323
Pinnacle Wealth Planning Services, Inc. 23230.34%0.55%1.22%Q1 2018Q3 202323
Trilogy Capital Inc. 23230.68%1.77%2.92%Q1 2018Q3 202323
Alliance Wealth Management Group 23230.74%0.95%1.15%Q4 2017Q2 202323
IRON Financial LLC 23230.37%0.85%1.60%Q1 2018Q3 202323
SigFig Wealth Management, LLC 23230.68%1.40%4.15%Q1 2018Q3 202323
Mariner, LLC 23230.00%0.07%0.17%Q1 2018Q3 202323
CUTLER INVESTMENT COUNSEL LLC 23230.59%2.47%3.80%Q1 2018Q3 202323
G&S Capital LLC 13100.00%0.40%0.61%Q4 2017Q3 202323
Private Advisor Group, LLC 2110.00%0.14%0.57%Q3 2017Q3 202323
Avior Wealth Management, LLC 23230.00%0.02%0.04%Q1 2018Q3 202323
WEALTHSOURCE PARTNERS, LLC 23230.04%0.68%2.76%Q1 2018Q3 202323
CREATIVE FINANCIAL DESIGNS INC /ADV 23230.00%0.34%1.13%Q1 2018Q3 202323
AllSquare Wealth Management LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
Occidental Asset Management, LLC 22220.12%0.80%1.30%Q2 2018Q3 202322
Probity Advisors, Inc. 1220.17%0.71%0.87%Q4 2017Q3 202322
Towercrest Capital Management 22220.44%0.96%1.30%Q2 2018Q3 202322
MONETA GROUP INVESTMENT ADVISORS LLC 22220.08%0.32%0.49%Q2 2018Q3 202322
First Horizon Advisors, Inc. 1660.00%0.57%0.97%Q1 2018Q3 202322
Kohmann Bosshard Financial Services, LLC 22220.14%0.69%1.41%Q2 2018Q3 202322
Stonehearth Capital Management, LLC 22220.23%0.75%1.36%Q3 2018Q4 202322
Annex Advisory Services, LLC 22220.01%0.15%0.69%Q1 2018Q2 202322
Evensky & Katz LLC 1840.00%0.02%0.16%Q1 2018Q3 202322
Dynamic Advisor Solutions LLC 22220.06%0.11%0.18%Q2 2018Q3 202322
United Asset Strategies, Inc. 1660.04%0.11%0.29%Q4 2017Q3 202322
OneDigital Investment Advisors LLC 2020.00%0.05%0.18%Q1 2018Q3 202322
Baltimore-Washington Financial Advisors, Inc. 22220.03%0.24%0.42%Q2 2018Q3 202322
Vantage Investment Partners, LLC 2110.01%0.04%0.09%Q1 2018Q3 202322
Pure Financial Advisors, LLC 22220.12%0.60%1.46%Q3 2018Q4 202322
Ironwood Wealth Management, LLC. 22220.00%1.06%2.38%Q2 2018Q3 202322
Mutual Advisors, LLC 1930.04%0.14%0.31%Q1 2018Q3 202322
Parallel Advisors, LLC 1840.01%0.04%0.10%Q1 2018Q3 202322
Certified Advisory Corp 1140.04%0.44%0.97%Q4 2017Q3 202321
CX Institutional 21210.03%0.18%0.50%Q2 2018Q2 202321
Patriot Financial Group Insurance Agency, LLC 21210.02%0.23%0.37%Q3 2018Q3 202321
Tortoise Investment Management, LLC 21210.01%0.76%1.10%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Kingsview Wealth Management, LLC 960.03%0.06%0.10%Q4 2017Q3 202321
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 21210.01%0.10%0.21%Q3 2018Q3 202321
WALLER FINANCIAL PLANNING GROUP, INC 21212.06%3.46%4.84%Q4 2018Q4 202321
Snowden Capital Advisors LLC 1380.05%0.09%0.13%Q2 2018Q3 202321
PROFFITT & GOODSON INC 21210.01%0.53%0.79%Q3 2018Q3 202321
Brinker Capital Investments, LLC 21210.01%0.74%1.35%Q4 2017Q4 202221
WASHINGTON TRUST BANK 21210.00%0.01%0.01%Q1 2014Q1 201921
Rehmann Capital Advisory Group 1560.00%0.05%0.08%Q1 2018Q3 202321
IHT Wealth Management, LLC 1560.00%0.15%0.30%Q4 2016Q3 202321
BLAIR WILLIAM & CO/IL 21210.00%0.01%0.01%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.06%0.11%Q3 2018Q3 202321
GREAT LAKES ADVISORS, LLC 21210.04%0.18%0.32%Q3 2018Q3 202321
SHEETS SMITH WEALTH MANAGEMENT 1920.04%0.10%0.40%Q2 2018Q3 202321
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21210.02%0.79%2.06%Q3 2018Q3 202321
BOKF, NA 1380.00%0.01%0.02%Q1 2018Q2 202321
Frisch Financial Group, Inc. 20200.41%1.03%1.44%Q4 2018Q3 202320
STEPHENS INC /AR/ 20200.00%0.01%0.02%Q4 2018Q3 202320
SNS Financial Group, LLC 20200.06%0.09%0.12%Q2 2018Q1 202320
HOWARD FINANCIAL SERVICES, LTD. 20200.09%0.21%0.37%Q4 2018Q3 202320
TPG Financial Advisors, LLC 20201.37%2.93%4.28%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
Carnegie Capital Asset Management, LLC 20200.02%0.03%0.04%Q4 2018Q3 202320
Great Point Wealth Advisors, LLC 20201.11%2.87%4.86%Q4 2018Q3 202320
Allen Capital Group, LLC 1730.08%1.41%1.91%Q3 2018Q3 202320
Ballentine Partners, LLC 20200.32%0.43%0.70%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.62%2.01%3.32%Q4 2018Q3 202320
OARSMAN CAPITAL, INC. 20200.58%1.07%1.95%Q4 2017Q3 202220
INTRUST BANK NA 20200.11%0.25%0.36%Q4 2018Q3 202320
EVERGREEN CAPITAL MANAGEMENT LLC 20200.01%0.02%0.06%Q4 2018Q3 202320
ERn Financial, LLC 20202.80%4.63%8.48%Q4 2018Q3 202320
SECURIAN ASSET MANAGEMENT, INC 20200.10%0.13%0.18%Q4 2018Q3 202320
Broadview Financial Management, LLC 20200.57%0.70%0.88%Q4 2018Q3 202320
SMITH, MOORE & CO. 20200.11%0.16%0.27%Q4 2018Q3 202320
Strategic Investment Advisors / MI 20200.09%0.30%0.96%Q4 2018Q3 202320
Global Strategic Investment Solutions, LLC 20200.35%3.30%6.38%Q4 2018Q3 202320
American Investment Services, Inc. 20200.19%0.35%0.50%Q4 2018Q3 202320
PrairieView Partners, LLC 20200.00%0.04%0.12%Q4 2018Q3 202320
Larson Financial Group LLC 20200.01%1.06%2.72%Q4 2018Q3 202320
Aptus Capital Advisors, LLC 20200.24%0.49%1.10%Q4 2018Q3 202320
Canal Capital Management, LLC 1910.05%0.64%1.37%Q1 2018Q3 202320
MACROVIEW INVESTMENT MANAGEMENT LLC 20200.01%0.51%2.05%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20201.05%1.55%2.24%Q4 2018Q3 202320
WESCAP Management Group, Inc. 20200.74%1.09%1.38%Q4 2018Q3 202320
Fort Point Capital Partners LLC 20200.04%0.15%0.74%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.02%0.03%0.04%Q4 2018Q3 202320
Atlantic Union Bankshares Corp 1730.03%0.16%0.42%Q3 2018Q3 202320
GRIMES & COMPANY, INC. 20200.06%0.94%2.55%Q4 2018Q3 202320
New England Investment & Retirement Group, Inc. 20200.09%0.27%0.48%Q4 2016Q3 202120
Advisory Resource Group 1180.16%0.64%1.25%Q4 2018Q3 202319
MBM Wealth Consultants, LLC 1810.06%0.09%0.11%Q4 2018Q3 202319
Western Wealth Management, LLC 1180.06%0.12%0.38%Q4 2018Q3 202319
AVANTAX ADVISORY SERVICES, INC. 19190.01%0.01%0.04%Q1 2019Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.05%0.81%3.51%Q1 2019Q3 202319
EXENCIAL WEALTH ADVISORS, LLC 1510.10%0.32%0.61%Q1 2013Q3 202319
CAPITAL ADVISORS INC/OK 1810.04%0.08%0.16%Q4 2018Q3 202319
Valtinson Bruner Financial Planning LLC 1450.34%1.88%3.70%Q4 2018Q3 202319
Strategic Wealth Partners, Ltd. 19190.01%0.29%0.79%Q4 2017Q2 202219
Barber Financial Group, Inc. 19190.13%0.89%1.36%Q1 2018Q3 202219
PFS INVESTMENTS INC. 1520.01%1.34%2.90%Q1 2018Q2 202319
ATLAS CAPITAL ADVISORS LLC 19190.01%1.64%2.88%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
BlackRock Inc. 19190.00%0.00%0.00%Q3 2018Q1 202319
Opes Wealth Management LLC 19190.73%2.47%3.48%Q1 2019Q3 202319
Formidable Asset Management, LLC 1450.06%0.44%1.90%Q2 2018Q3 202319
Fusion Family Wealth LLC 18180.00%0.03%0.13%Q2 2018Q3 202218
ARGI Investment Services, LLC 18180.07%1.01%1.40%Q3 2018Q4 202218
Diligent Investors, LLC 18180.29%0.63%0.83%Q2 2019Q3 202318
NORTHERN TRUST CORP 1010.00%0.00%0.00%Q2 2013Q3 202318
TCI Wealth Advisors, Inc. 1510.00%0.00%0.04%Q2 2015Q4 202218
THRIVENT FINANCIAL FOR LUTHERANS 18180.00%0.02%0.08%Q2 2019Q3 202318
STIFEL FINANCIAL CORP 1130.00%0.00%0.00%Q4 2017Q3 202318
Sigma Planning Corp 1440.01%0.03%0.07%Q1 2019Q3 202318
Beacon Pointe Advisors, LLC 18180.28%0.44%0.65%Q2 2019Q3 202318
FOUNDERS FINANCIAL SECURITIES LLC 720.09%1.08%2.50%Q1 2018Q3 202318
SlateStone Wealth, LLC 18180.09%0.20%0.34%Q4 2018Q1 202318
Bristlecone Advisors, LLC 18180.06%0.18%0.26%Q2 2019Q3 202318
PARK AVENUE SECURITIES LLC 18180.02%0.13%0.25%Q2 2019Q3 202318
Semmax Financial Advisors Inc. 1710.01%0.03%0.19%Q4 2018Q3 202318
Boltwood Capital Management 18180.29%0.97%1.37%Q3 2019Q4 202318
CreativeOne Wealth, LLC 18180.05%0.10%0.18%Q2 2019Q3 202318
Perigon Wealth Management, LLC 1710.04%0.12%0.30%Q3 2011Q3 202318
HBW ADVISORY SERVICES LLC 17170.44%0.56%0.98%Q3 2019Q3 202317
Financial Planning & Information Services, Inc. 17170.10%0.24%0.50%Q3 2019Q3 202317
Csenge Advisory Group 17170.06%0.10%0.18%Q3 2019Q3 202317
SIGNATUREFD, LLC 910.00%0.00%0.00%Q2 2018Q3 202317
Horizon Investments, LLC 721.02%3.68%7.20%Q1 2018Q3 202317
VCU Investment Management Co 17171.76%2.49%6.27%Q1 2018Q1 202217
Ancora Advisors LLC 1610.00%0.00%0.00%Q3 2018Q3 202317
FORVIS Wealth Advisors, LLC 17170.01%0.02%0.03%Q3 2019Q3 202317
COMERICA SECURITIES,INC. 17170.12%0.23%0.42%Q3 2019Q3 202317
Sowell Financial Services LLC 1020.02%0.09%0.16%Q4 2018Q3 202317
Bay Harbor Wealth Management, LLC 17170.02%0.33%1.35%Q4 2018Q4 202217
Pacifica Partners Inc. 17170.20%0.33%0.52%Q4 2019Q4 202317
Cetera Advisor Networks LLC 1210.00%0.05%0.14%Q2 2013Q3 202317
Cetera Advisors LLC 1110.01%0.04%0.30%Q1 2018Q3 202317
Hanlon Investment Management, Inc. 1520.02%0.29%1.66%Q1 2019Q2 202317
Ausdal Financial Partners, Inc. 17170.48%1.00%1.54%Q4 2017Q4 202117
REILLY FINANCIAL ADVISORS, LLC 17170.01%0.01%0.03%Q4 2017Q4 202117
TRUEFG, LLC 16163.34%3.53%3.68%Q4 2019Q3 202316
JT Stratford LLC 1330.28%0.66%1.08%Q1 2018Q2 202216
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16160.15%0.20%0.26%Q4 2019Q3 202316
McNaughton Wealth Management, LLC 16162.02%2.54%2.81%Q4 2019Q3 202316
FLAGSHIP HARBOR ADVISORS, LLC 16160.01%0.14%0.33%Q4 2019Q3 202316
55I, LLC 16160.08%0.28%0.61%Q4 2018Q3 202216
GeoWealth Management, LLC 1510.05%0.58%1.94%Q3 2019Q3 202316
Redwood Investment Management, LLC 1420.14%1.29%3.39%Q1 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
Koshinski Asset Management, Inc. 1410.02%0.16%0.27%Q3 2018Q3 202316
BALLAST ADVISORS LLC 16160.02%0.03%0.08%Q4 2019Q3 202316
Capital Asset Advisory Services LLC 16160.04%0.24%0.69%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.64%7.45%9.65%Q4 2019Q3 202316
Atria Investments, Inc 1310.01%0.06%0.18%Q3 2017Q1 202316
Orion Portfolio Solutions, LLC 16160.00%0.11%0.17%Q4 2019Q3 202316
MANAGED ACCOUNT SERVICES INC 16160.36%1.31%1.94%Q4 2017Q3 202116
Wealthcare Advisory Partners LLC 1510.00%0.19%0.36%Q2 2017Q3 202316
FAS Wealth Partners, Inc. 16160.00%0.00%0.01%Q4 2019Q3 202316
Firestone Capital Management 16160.01%0.13%0.22%Q4 2019Q3 202316
Professional Financial Advisors, LLC 16160.22%0.41%1.05%Q4 2019Q3 202316
TFG Advisers LLC 16160.14%0.21%0.30%Q4 2019Q3 202316
MANUFACTURERS LIFE INSURANCE COMPANY, THE 16160.00%0.00%0.00%Q4 2014Q3 201816
Blueprint Investment Partners LLC 16160.37%3.08%8.19%Q4 2019Q3 202316
Balentine LLC 16160.07%0.43%0.94%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.00%0.01%0.05%Q4 2019Q3 202316
Clear Creek Financial Management, LLC 1010.34%0.49%0.84%Q2 2019Q3 202316
CABOT WEALTH MANAGEMENT INC 1510.07%0.12%0.21%Q2 2013Q3 202316
CALTON & ASSOCIATES, INC. 16160.07%0.17%0.34%Q3 2019Q2 202316
First Ascent Asset Management, LLC 16161.31%2.28%2.78%Q4 2019Q3 202316
Sound Income Strategies, LLC 1220.00%0.01%0.01%Q2 2018Q3 202316
Financial Strategies Group, Inc. 16165.86%6.37%6.69%Q4 2019Q3 202316
Gainplan LLC 16160.21%0.97%3.34%Q4 2019Q3 202316
PFG Private Wealth Management, LLC 16160.01%1.22%2.64%Q4 2019Q3 202316
Financial Engines Advisors L.L.C. 16160.02%0.70%1.41%Q4 2019Q3 202316
Stratos Wealth Advisors, LLC 16160.01%0.25%1.03%Q2 2019Q1 202316
PAX Financial Group, LLC 16160.67%0.82%1.12%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.47%0.67%0.84%Q4 2019Q3 202316
NovaPoint Capital, LLC 15150.31%0.66%0.97%Q1 2020Q3 202315
TFO Wealth Partners, LLC 1230.00%0.11%1.59%Q4 2019Q3 202315
VICUS CAPITAL 1010.02%0.10%0.49%Q2 2019Q3 202315
RIVERSEDGE ADVISORS, LLC 15151.18%1.98%2.71%Q1 2020Q3 202315
FORBES J M & CO LLP 641.14%1.71%2.37%Q4 2018Q3 202315
Barnett & Company, Inc. 15150.00%0.08%0.18%Q2 2018Q4 202115
WHITTIER TRUST CO OF NEVADA INC 1050.01%0.01%0.01%Q2 2013Q3 202315
Lehman & Derafelo Financial Resources LLC 15150.07%0.08%0.10%Q2 2019Q4 202215
Belpointe Asset Management LLC 15150.01%0.45%0.74%Q3 2019Q1 202315
McAdam, LLC 15150.12%0.25%0.38%Q1 2020Q3 202315
Your Advocates Ltd., LLP 15150.03%0.38%1.15%Q1 2020Q3 202315
Cornerstone Wealth Management, LLC 1110.00%0.29%0.41%Q2 2018Q3 202315
MEEDER ASSET MANAGEMENT INC 15150.00%0.31%0.90%Q1 2020Q3 202315
GREAT VALLEY ADVISOR GROUP, INC. 1410.05%0.12%0.22%Q4 2018Q3 202315
Financial Advocates Investment Management 15150.02%0.07%0.15%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
Lantz Financial LLC 1320.10%0.29%0.60%Q2 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.06%0.13%0.20%Q1 2020Q3 202315
3D ASSET MANAGEMENT, INC 1140.05%0.13%0.19%Q3 2016Q3 202015
Strategic Blueprint, LLC 1410.02%0.09%0.33%Q3 2019Q2 202315
Edmonds Duncan Registered Investment Advisors, LLC 15151.58%2.13%3.53%Q1 2020Q3 202315
Valmark Advisers, Inc. 15150.08%0.23%0.42%Q1 2020Q3 202315
Equitable Holdings, Inc. 1140.01%0.05%0.15%Q4 2019Q3 202315
First Allied Advisory Services, Inc. 15150.01%0.10%0.30%Q1 2017Q3 202015
VALLEY NATIONAL ADVISERS INC 15150.01%0.02%0.02%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.05%0.24%Q2 2016Q4 201915
ARQ WEALTH ADVISORS, LLC 15151.12%1.52%2.54%Q1 2020Q3 202315
TOBIAS FINANCIAL ADVISORS, INC. 870.51%0.75%0.94%Q4 2019Q3 202315
FormulaFolio Investments, LLC 15150.13%0.70%2.29%Q4 2017Q2 202115
BUCKINGHAM STRATEGIC WEALTH, LLC 15150.02%0.04%0.09%Q1 2020Q3 202315
EP Wealth Advisors, LLC 1140.01%0.03%0.12%Q4 2019Q3 202315
MERCER GLOBAL ADVISORS INC /ADV 610.00%0.01%0.02%Q1 2019Q3 202315
LAKE STREET ADVISORS GROUP, LLC 15150.32%0.51%0.78%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.32%1.23%2.11%Q1 2020Q3 202315
N.E.W. Advisory Services LLC 1412.10%2.26%2.45%Q4 2019Q3 202315
MA Private Wealth 15150.32%1.22%3.00%Q1 2020Q3 202315
Sutton Wealth Advisors Inc. 15150.00%0.00%0.00%Q1 2020Q3 202315
Single Point Partners, LLC 15150.40%1.15%5.58%Q1 2020Q3 202315
Betterment LLC 15150.03%0.06%0.08%Q1 2020Q3 202315
OPPENHEIMER & CO INC 15150.01%0.01%0.02%Q1 2020Q3 202315
ICONIQ Capital, LLC 870.18%0.70%1.99%Q3 2019Q3 202315
Merriman Wealth Management, LLC 15150.15%0.76%1.49%Q1 2020Q3 202315
Good Life Advisors, LLC 14140.38%0.48%0.60%Q2 2020Q3 202314
COMERICA BANK 910.00%0.00%0.01%Q1 2018Q3 202314
BB&T SECURITIES, LLC 810.00%0.01%0.02%Q4 2013Q3 201914
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 14141.24%2.68%3.81%Q2 2020Q3 202314
NEXT Financial Group, Inc 710.01%0.03%0.09%Q1 2018Q4 202114
Wealthstreet Investment Advisors, LLC 14140.09%0.27%0.72%Q4 2018Q1 202214
Vision Capital Management, Inc. 14140.59%0.77%1.15%Q2 2020Q3 202314
BerganKDV Wealth Management, LLC 14140.90%1.05%1.17%Q1 2020Q2 202314
Financial Gravity Asset Management, Inc. 1220.00%0.38%1.98%Q4 2019Q3 202314
FIRST NATIONAL BANK SIOUX FALLS 14140.01%0.01%0.02%Q2 2013Q3 201614
Coastline Trust Co 14140.05%0.06%0.07%Q4 2018Q1 202214
BENJAMIN F. EDWARDS & COMPANY, INC. 14140.02%0.04%0.05%Q2 2020Q3 202314
Redmond Asset Management, LLC 1310.08%0.10%0.11%Q4 2019Q3 202314
Livingston Group Asset Management CO (operating as Southport Capital Management) 1310.03%0.39%0.76%Q3 2018Q1 202214
Cooper Financial Group 14140.06%0.67%3.18%Q4 2018Q1 202214
DOHJ, LLC 14141.45%2.35%3.25%Q2 2020Q3 202314
WFG Advisors, LP 14140.00%0.01%0.02%Q2 2013Q3 201614
NBT BANK N A /NY 1040.03%0.04%0.06%Q1 2020Q3 202314
FLOW TRADERS U.S. LLC 410.01%0.27%1.08%Q2 2016Q1 202214
Walkner Condon Financial Advisors LLC 772.24%2.83%4.28%Q4 2019Q3 202314
Global Financial Private Capital, Inc 14140.27%0.99%1.83%Q1 2017Q2 202014
Astoria Strategic Wealth, Inc. 910.08%0.11%0.17%Q4 2019Q3 202314
Tower Research Capital LLC (TRC) 310.00%0.00%0.02%Q1 2014Q2 202314
Integrated Wealth Concepts LLC 14140.01%0.07%0.09%Q2 2020Q3 202314
TimeScale Financial, Inc. 1310.01%0.19%1.27%Q4 2019Q2 202314
M Holdings Securities, Inc. 950.06%0.20%0.46%Q2 2019Q1 202314
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14140.02%0.03%0.05%Q2 2020Q3 202314
FIRST HAWAIIAN BANK 14140.05%0.06%0.08%Q2 2020Q3 202314
Arete Wealth Advisors, LLC 14140.05%0.10%0.16%Q1 2020Q2 202314
Marquette Asset Management, LLC 13130.02%1.53%1.94%Q3 2020Q3 202313
YHB Investment Advisors, Inc. 13130.07%0.10%0.22%Q3 2020Q3 202313
Citadel Advisors 310.00%0.01%0.03%Q3 2015Q1 202313
HARVEST GROUP WEALTH MANAGEMENT, LLC 13134.04%4.94%6.76%Q1 2020Q1 202313
Truadvice, LLC 13130.31%0.58%1.38%Q3 2020Q3 202313
HORIZON FINANCIAL SERVICES, LLC 13130.00%2.06%3.44%Q3 2020Q3 202313
Regal Investment Advisors LLC 1010.06%0.49%0.62%Q4 2018Q3 202313
CGN Advisors LLC 13130.78%1.37%2.37%Q4 2020Q4 202313
COLTON GROOME FINANCIAL ADVISORS, LLC 760.24%1.72%3.17%Q2 2020Q3 202313
Retirement Group, LLC 940.00%0.00%0.01%Q2 2020Q3 202313
Miracle Mile Advisors, LLC 13130.11%0.31%0.44%Q3 2020Q3 202313
ProVise Management Group, LLC 13130.03%0.22%0.34%Q3 2020Q3 202313
Strategic Financial Planning, Inc. 1210.18%0.79%5.23%Q4 2019Q3 202313
Faithward Advisors, LLC 13130.01%0.04%0.09%Q4 2019Q4 202213
Barrett Asset Management, LLC 13130.00%0.00%0.00%Q4 2016Q4 201913
TIAA, FSB 13130.24%0.36%0.54%Q2 2020Q2 202313
Eudaimonia Partners, LLC 720.04%0.12%0.24%Q1 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.05%0.12%Q3 2020Q3 202313
WealthShield Partners, LLC 610.00%0.06%0.18%Q3 2018Q3 202313
SUNTRUST BANKS INC 760.00%0.00%0.00%Q2 2013Q3 201913
Clearstead Advisors, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Fernwood Investment Management, LLC 13130.08%0.11%0.16%Q2 2019Q2 202213
AGF Investments LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
IFG Advisory, LLC 810.03%0.06%0.17%Q2 2018Q3 202312
Fullen Financial Group 12120.60%0.75%0.88%Q2 2020Q1 202312
Graypoint LLC 12120.02%0.22%0.53%Q4 2020Q3 202312
Brand Asset Management Group, Inc. 12120.01%0.03%0.08%Q2 2018Q1 202112
Tradition Wealth Management, LLC 12120.02%0.55%1.13%Q4 2020Q3 202312
ECLECTIC ASSOCIATES INC /ADV 12120.14%0.24%0.45%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.64%0.84%1.21%Q4 2020Q3 202312
Prestige Wealth Management Group LLC 12120.00%0.08%0.24%Q4 2018Q3 202112
RVW Wealth, LLC 12120.09%0.90%1.92%Q1 2021Q4 202312
Bridge Advisory, LLC 12120.36%0.72%0.97%Q4 2020Q3 202312
Mascoma Wealth Management LLC 12120.80%1.66%2.94%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12120.36%0.52%0.75%Q4 2020Q3 202312
Brown Financial Advisory 12126.31%8.22%9.68%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12120.25%1.10%2.50%Q4 2020Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.87%1.04%1.31%Q4 2020Q3 202312
ADVISOR PARTNERS LLC 660.01%0.03%0.07%Q3 2017Q1 202212
BROWN BROTHERS HARRIMAN & CO 12120.00%0.00%0.00%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.63%0.75%0.87%Q4 2020Q3 202312
Concord Wealth Partners 12120.01%0.26%2.37%Q4 2020Q3 202312
Red Wave Investments LLC 12122.22%2.74%3.39%Q4 2020Q3 202312
Orin Green Financial, LLC 12120.31%0.50%0.96%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.07%0.12%Q4 2020Q3 202312
BANK OF NOVA SCOTIA 930.00%0.00%0.01%Q1 2019Q3 202312
Alexandria Capital, LLC 12120.03%0.04%0.06%Q4 2018Q3 202112
Columbus Macro, LLC 12120.86%1.34%1.82%Q3 2019Q2 202212
Rodgers & Associates, LTD 12122.01%2.57%3.42%Q4 2020Q3 202312
KWB Wealth 12122.96%4.87%7.11%Q4 2020Q3 202312
Onyx Bridge Wealth Group LLC 12120.12%2.21%7.74%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.07%0.17%0.34%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 510.02%0.03%0.06%Q4 2019Q3 202312
Tempus Wealth Planning, LLC 1110.43%1.25%3.22%Q4 2019Q3 202312
OLD MISSION CAPITAL LLC 410.02%0.35%1.85%Q1 2015Q3 202112
USAdvisors Wealth Management, LLC 12120.55%1.38%1.70%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.07%0.12%0.21%Q4 2020Q3 202312
NATIXIS 930.01%0.01%0.02%Q1 2019Q1 202212
Pinnacle Bancorp, Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Facet Wealth, Inc. 12120.12%0.35%1.14%Q4 2020Q3 202312
DEFINED WEALTH MANAGEMENT, LLC 12120.85%1.67%2.31%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.02%0.03%0.05%Q4 2020Q3 202312
Paradigm Financial Partners, LLC 620.05%0.10%0.13%Q1 2019Q2 202312
Iron Horse Wealth Management, LLC 12120.08%2.45%4.28%Q4 2020Q3 202312
BANK OF MONTREAL /CAN/ 720.00%0.00%0.00%Q1 2019Q3 202312
Echo Wealth Management, LLC 12122.28%3.37%4.22%Q4 2020Q3 202312
Carroll Financial Associates, Inc. 11110.00%0.26%0.40%Q2 2019Q4 202111
Gerber Kawasaki Wealth & Investment Management 11110.02%0.11%0.38%Q1 2021Q3 202311
Horan Securities, Inc. 740.03%0.05%0.09%Q3 2020Q2 202311
Ellevest, Inc. 11110.05%0.07%0.10%Q1 2021Q3 202311
Trinity Wealth Management, LLC 11110.24%0.28%0.33%Q1 2021Q3 202311
FIFTH THIRD SECURITIES, INC. 830.03%0.49%1.13%Q4 2016Q3 202311
McClarren Financial Advisors, Inc. 650.14%0.17%0.23%Q4 2020Q3 202311
EQ LLC 11110.24%0.29%0.38%Q4 2020Q2 202311
Laurel Wealth Advisors, Inc. 720.04%0.74%1.49%Q4 2019Q4 202211
MBA Advisors LLC 11111.14%1.73%2.21%Q1 2021Q3 202311
Outlook Wealth Advisors, LLC 410.30%0.56%0.97%Q4 2018Q3 202311
HUNTINGTON NATIONAL BANK 1010.00%0.00%0.00%Q1 2020Q3 202311
Range Financial Group LLC 11110.18%0.28%0.44%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.02%Q1 2021Q3 202311
Weitzel Financial Services, Inc. 11110.13%1.49%2.29%Q4 2020Q2 202311
Freedom Investment Management, Inc. 11110.02%0.04%0.07%Q1 2021Q3 202311
Brookstone Capital Management 1010.26%0.51%0.93%Q3 2017Q3 202311
Realta Investment Advisors 420.00%0.03%0.05%Q1 2019Q3 202311
LifePlan Financial Group, Inc 11110.07%0.19%0.51%Q1 2018Q3 202011
Ironwood Financial, llc 11110.00%0.01%0.01%Q1 2019Q3 202111
Affiance Financial, LLC 830.03%0.51%2.63%Q4 2018Q3 202311
Better Money Decisions, LLC 11113.50%4.23%4.91%Q1 2021Q3 202311
LINCOLN NATIONAL CORP 430.01%0.02%0.06%Q4 2017Q3 202311
Key FInancial Inc 11110.01%0.57%0.94%Q1 2021Q3 202311
McKinley Carter Wealth Services, Inc. 11110.22%0.33%0.49%Q1 2021Q3 202311
Beacon Financial Advisory LLC 11110.11%0.28%0.56%Q4 2019Q2 202211
ROOSEVELT INVESTMENT GROUP LLC 11110.02%0.08%0.13%Q1 2020Q3 202211
ACCURATE INVESTMENT SOLUTIONS, INC. 10100.03%0.35%0.90%Q4 2017Q1 202010
Lake Point Wealth Management 520.00%0.04%0.32%Q4 2018Q2 202210
American Money Management, LLC 510.06%0.39%0.76%Q3 2018Q4 202210
IAG Wealth Partners, LLC 910.01%0.19%0.25%Q1 2020Q3 202310
Triumph Capital Management 10100.18%0.25%0.32%Q2 2021Q3 202310
Bellwether Advisors, LLC 10100.01%0.03%0.05%Q4 2020Q1 202310
MONEY CONCEPTS CAPITAL CORP 820.02%0.10%0.69%Q4 2020Q3 202310
NewFocus Financial Group, LLC 10100.21%0.86%1.44%Q3 2018Q4 202010
PRINCIPAL FINANCIAL GROUP INC 10100.00%0.00%0.00%Q4 2018Q1 202110
Squar Milner Financial Services LLC 10100.27%0.41%0.57%Q1 2018Q2 202010
Tranquilli Financial Advisor LLC 730.72%1.73%3.86%Q4 2020Q3 202310
PARAMETRIC PORTFOLIO ASSOCIATES LLC 10100.00%0.01%0.01%Q4 2019Q1 202210
Fragasso Group Inc. 910.06%0.08%0.11%Q2 2018Q4 202310
Pinnacle Family Advisors, LLC 640.10%0.16%0.27%Q1 2021Q3 202310
Capital Advisory Group Advisory Services, LLC 510.00%0.04%0.08%Q4 2018Q1 202210
HARBOUR INVESTMENTS, INC. 640.06%0.10%0.25%Q1 2021Q3 202310
Blue Barn Wealth, LLC 10101.30%1.44%1.66%Q2 2021Q3 202310
PECAUT & CO. 10100.00%0.69%1.54%Q2 2021Q3 202310
Apella Capital, LLC 730.03%0.15%0.45%Q2 2021Q4 202310
StoneX Group Inc. 730.06%0.10%0.14%Q2 2020Q3 202310
Future Financial Wealth Managment LLC 10101.13%1.67%2.20%Q4 2020Q1 202310
CFS Investment Advisory Services, LLC 910.18%0.44%0.81%Q4 2020Q3 202310
Starfire Investment Advisers, Inc. 10100.44%0.74%1.03%Q1 2018Q2 202010
Atlas Private Wealth Advisors 640.28%2.27%3.82%Q1 2021Q3 202310
LEGG MASON, INC. 10100.03%3.47%8.09%Q1 2018Q2 202010
Redhawk Wealth Advisors, Inc. 640.34%0.91%2.36%Q3 2018Q2 202210
FRONTIER INVESTMENT MGMT CO 10100.10%0.15%0.19%Q1 2018Q2 202010
NOTTINGHAM ADVISORS, INC. 430.03%0.04%0.06%Q1 2019Q3 202310
New Harbor Financial Group, LLC 10100.07%0.10%0.12%Q4 2020Q1 202310
Investors Research Corp 10100.01%0.01%0.01%Q2 2021Q3 202310
CIBC Private Wealth Group, LLC 710.00%0.00%0.00%Q1 2019Q1 202210
Bridgeworth, LLC 810.14%0.25%0.38%Q1 2020Q3 20239
Pinnacle Advisory Group, Inc. 990.01%0.05%0.09%Q1 2019Q1 20219
Psagot Value Holdings Ltd. 990.01%0.02%0.02%Q3 2013Q3 20159
Savior LLC 990.00%0.05%0.24%Q4 2019Q4 20219
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 990.28%1.24%2.97%Q1 2018Q1 20209
Paulson Wealth Management Inc. 810.00%0.21%0.30%Q4 2017Q3 20209
TRH Financial, LLC 810.09%0.56%1.03%Q4 2019Q1 20229
Astor Investment Management LLC 422.48%3.09%4.28%Q4 2017Q2 20219
COLDSTREAM CAPITAL MANAGEMENT INC 630.01%0.05%0.09%Q3 2018Q2 20229
Wolff Financial Management LLC 990.16%0.66%2.51%Q3 2021Q3 20239
First Heartland Consultants, Inc. 810.08%0.24%0.34%Q2 2018Q4 20209
Lindbrook Capital, LLC 810.00%0.00%0.00%Q4 2019Q3 20239
People's United Financial, Inc. 990.01%0.06%0.08%Q1 2020Q1 20229
BALASA DINVERNO & FOLTZ LLC 630.02%0.10%0.54%Q3 2019Q3 20229
Westover Capital Advisors, LLC 990.08%0.12%0.24%Q1 2020Q1 20229
Chicago Partners Investment Group LLC 990.02%0.02%0.03%Q2 2021Q2 20239
Sandy Spring Bank 810.00%0.01%0.01%Q1 2020Q2 20239
Ameritas Investment Company, LLC 420.00%0.08%0.45%Q4 2018Q3 20219
Jacobi Capital Management LLC 720.00%0.56%1.12%Q1 2020Q2 20239
Ten Capital Wealth Advisors, LLC 540.03%0.72%2.01%Q3 2020Q2 20239
PRUDENTIAL FINANCIAL INC 990.00%0.00%0.00%Q3 2021Q3 20239
Essex Private Wealth Management, LLC 990.32%0.36%0.38%Q4 2019Q4 20219
Leicht Financial Planning & Wealth Management, Inc. 992.32%2.47%2.57%Q3 2021Q3 20239
KAVAR CAPITAL PARTNERS GROUP, LLC 720.04%0.06%0.10%Q4 2020Q3 20239
SEI INVESTMENTS CO 410.00%0.00%0.00%Q2 2015Q2 20189
BT Wealth Management LLC 540.08%0.46%0.89%Q4 2018Q2 20219
PSI Advisors, LLC 990.01%0.01%0.04%Q3 2021Q3 20239
Financial Architects, Inc 630.00%0.00%0.00%Q1 2018Q2 20209
EATON VANCE MANAGEMENT 410.00%0.00%0.00%Q1 2019Q4 20219
Goodwin Investment Advisory 990.06%0.09%0.13%Q4 2020Q4 20229
LEVEL FOUR ADVISORY SERVICES, LLC 720.02%0.11%0.29%Q1 2019Q2 20219
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 990.03%0.05%0.07%Q1 2021Q1 20239
VERUS CAPITAL PARTNERS, LLC 720.05%0.10%0.40%Q4 2019Q3 20239
ST GERMAIN D J CO INC 630.01%1.21%1.73%Q3 2021Q4 20239
Castleview Partners, LLC 810.03%0.14%0.51%Q2 2021Q3 20239
FIRST MANHATTAN CO. LLC. 710.00%0.00%0.00%Q2 2020Q3 20239
Advisor OS, LLC 510.10%0.19%0.39%Q2 2020Q3 20239
Detalus Advisors, LLC 990.14%2.01%3.68%Q2 2021Q2 20239
Apollon Wealth Management, LLC 880.04%0.06%0.13%Q4 2021Q3 20238
Merit Financial Group, LLC 880.01%0.19%0.62%Q4 2021Q3 20238
BEACON FINANCIAL GROUP 880.04%0.91%2.76%Q3 2013Q2 20158
AXXCESS WEALTH MANAGEMENT, LLC 880.05%0.15%0.44%Q4 2021Q3 20238
M&T BANK CORP 610.00%0.01%0.03%Q3 2018Q3 20238
Clear Perspective Advisors, LLC 420.01%0.07%0.11%Q1 2018Q4 20218
Rinkey Investments 883.21%3.53%4.05%Q4 2021Q3 20238
MGO ONE SEVEN LLC 610.00%0.05%0.11%Q4 2018Q1 20238
Advance Capital Management, Inc. 880.08%0.54%0.92%Q4 2021Q3 20238
GRAY FINANCIAL GROUP /GA /ADV /ADV 880.11%0.13%0.20%Q4 2014Q3 20168
Ballast, Inc. 880.16%0.67%0.81%Q4 2018Q3 20208
BLUESTEIN R H & CO LLC 510.01%0.02%0.04%Q3 2019Q3 20228
OPTIMUM INVESTMENT ADVISORS 710.00%0.01%0.01%Q3 2013Q1 20188
Yellowstone Partners, LLC 620.14%0.68%1.44%Q2 2015Q4 20178
Hutchens & Kramer Investment Management Group, LLC 880.42%0.48%0.53%Q4 2021Q3 20238
JANICZEK WEALTH MANAGEMENT, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Venturi Wealth Management, LLC 710.48%1.41%2.81%Q3 2021Q3 20238
Paladin Advisory Group, LLC 881.21%1.78%2.23%Q4 2021Q3 20238
Roble, Belko & Company, Inc 880.02%0.02%0.02%Q4 2021Q3 20238
SENTINEL PENSION ADVISORS INC 510.06%0.07%0.07%Q2 2021Q3 20238
TAGStone Capital, Inc. 880.98%1.08%1.22%Q4 2021Q3 20238
NorthRock Partners, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Legacy Private Trust Co. 880.02%0.17%0.27%Q2 2020Q1 20228
Quent Capital, LLC 880.12%0.14%0.17%Q4 2021Q3 20238
Prostatis Group LLC 710.02%0.36%0.75%Q2 2020Q2 20238
Montz Harcus Wealth Management LLC 880.21%0.32%0.36%Q4 2021Q3 20238
Ascent Group, LLC 880.25%0.32%0.51%Q4 2021Q3 20238
SALEM INVESTMENT COUNSELORS INC 880.00%0.00%0.00%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.02%0.03%0.03%Q4 2020Q4 20228
Pinnacle Summer Investments, Inc. 880.01%0.02%0.03%Q4 2013Q3 20158
LIBERTY WEALTH MANAGEMENT LLC 620.00%0.01%0.04%Q4 2018Q3 20218
Renaissance Technologies 210.00%0.00%0.00%Q4 2017Q1 20238
Ervin Investment Management, LLC 881.35%1.77%1.97%Q4 2021Q3 20238
Lee Financial Co 880.00%0.00%0.00%Q2 2021Q1 20238
Stone Point Wealth LLC 880.11%0.19%0.34%Q4 2021Q3 20238
PATHSTONE FAMILY OFFICE, LLC 880.21%0.50%0.67%Q4 2021Q3 20238
Investment Research & Advisory Group, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
LFA - Lugano Financial Advisors SA 880.06%0.11%0.34%Q4 2020Q3 20228
Brooklyn FI, LLC 881.13%3.55%5.96%Q4 2021Q3 20238
Quantitative Advantage, LLC 510.66%1.03%2.66%Q1 2018Q1 20238
Aquire Wealth Advisors, LLC 881.69%2.60%3.74%Q4 2021Q3 20238
Morling Financial Advisors, LLC 880.59%0.74%0.93%Q4 2021Q3 20238
Turim 21 Investimentos Ltda. 710.02%0.08%0.36%Q4 2020Q4 20228
Integrated Investment Consultants, LLC 880.86%1.32%1.59%Q4 2021Q3 20238
Resurgent Financial Advisors LLC 880.26%0.42%0.68%Q4 2021Q3 20238
Baystate Wealth Management LLC 510.00%0.00%0.01%Q1 2018Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.04%0.05%0.10%Q4 2021Q3 20238
RETIREMENT INCOME SOLUTIONS, INC 880.11%0.23%0.41%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 880.16%0.19%0.25%Q4 2021Q3 20238
SHINE INVESTMENT ADVISORY SERVICES INC 880.02%0.08%0.12%Q4 2018Q3 20208
Marshall Financial Group LLC 880.27%0.35%0.43%Q4 2020Q3 20228
EAGLE ROCK INVESTMENT COMPANY, LLC 880.05%0.07%0.11%Q4 2021Q3 20238
Covestor Ltd 880.00%0.01%0.04%Q4 2021Q3 20238
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.01%0.02%0.07%Q3 2020Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Lido Advisors, LLC 880.00%0.00%0.01%Q3 2021Q2 20238
Kathleen S. Wright Associates Inc. 880.17%0.60%0.88%Q4 2021Q3 20238
Apeiron RIA LLC 880.13%0.25%0.35%Q4 2021Q3 20238
City State Bank 880.13%0.29%0.47%Q4 2021Q3 20238
Orion Capital Management LLC 880.04%0.04%0.05%Q4 2020Q3 20228
Hofer & Associates. Inc 880.66%0.78%0.90%Q4 2021Q3 20238
Burt Wealth Advisors 880.01%0.01%0.01%Q1 2019Q4 20208
Raleigh Capital Management Inc. 880.40%0.82%1.35%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 611.00%1.30%1.64%Q1 2021Q3 20238
Integrity Financial Corp /WA 881.03%1.09%1.14%Q4 2021Q3 20238
OXFORD FINANCIAL GROUP, LTD. LLC 520.00%0.01%0.02%Q4 2020Q3 20237
Capital Planning Advisors, LLC 770.10%0.39%1.06%Q3 2019Q1 20217
Bensler, LLC 770.21%0.37%0.49%Q1 2022Q3 20237
ROWLAND CARMICHAEL ADVISORS INC /ADV 430.00%0.17%0.54%Q1 2018Q1 20207
Polaris Wealth Advisory Group, LLC 770.11%0.15%0.22%Q1 2018Q3 20197
SIMON QUICK ADVISORS, LLC 770.19%0.51%0.74%Q1 2022Q3 20237
MOTCO 770.00%0.00%0.00%Q4 2020Q2 20227
Salomon & Ludwin, LLC 430.00%0.02%0.03%Q3 2019Q3 20237
FDx Advisors, Inc. 610.01%0.01%0.02%Q1 2018Q4 20207
SPC Financial, Inc. 430.22%0.26%0.41%Q3 2020Q3 20237
CWH Capital Management, Inc. 770.14%1.32%4.20%Q2 2019Q4 20207
TAP Consulting, LLC 770.08%0.26%0.39%Q3 2020Q1 20227
Ruggie Capital Group 610.01%1.24%2.23%Q4 2017Q3 20197
SILVER OAK SECURITIES, INCORPORATED 770.00%0.10%0.32%Q1 2022Q3 20237
TECTONIC ADVISORS LLC 770.04%0.08%0.14%Q4 2020Q2 20227
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Newbridge Financial Services Group, Inc. 770.00%0.00%0.01%Q3 2020Q1 20227
PENOBSCOT WEALTH MANAGEMENT 610.19%0.95%2.38%Q2 2021Q3 20237
AWM CAPITAL, LLC 770.06%0.18%0.40%Q3 2021Q1 20237
Accel Wealth Management 430.00%0.00%0.00%Q4 2020Q3 20227
Redwood Financial Network Corp 770.64%0.78%0.91%Q1 2022Q3 20237
MCDONALD PARTNERS LLC 770.06%0.08%0.11%Q4 2020Q2 20227
TCWP LLC 770.05%0.13%0.26%Q4 2021Q2 20237
Activest Wealth Management 770.02%0.06%0.08%Q1 2021Q3 20227
Janney Montgomery Scott LLC 610.00%0.04%0.05%Q2 2021Q3 20237
MBE Wealth Management, LLC 770.11%0.46%0.62%Q4 2019Q2 20217
COWA, LLC 610.05%0.15%0.21%Q4 2020Q3 20227
NEIRG Wealth Management, LLC 770.05%0.06%0.08%Q4 2021Q2 20237
Safeguard Financial, LLC 770.64%0.98%1.45%Q1 2022Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.02%0.04%0.08%Q4 2021Q2 20237
Resonant Capital Advisors, LLC 770.16%0.22%0.32%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.23%0.32%0.38%Q2 2020Q4 20217
MARINER INDEPENDENT ADVISOR NETWORK, LLC 430.02%0.09%0.27%Q3 2020Q3 20227
Altavista Wealth Management, Inc. 610.05%0.06%0.06%Q4 2019Q4 20217
TCG Advisors, LP 770.21%0.60%1.39%Q4 2018Q2 20207
Atria Wealth Solutions, Inc. 770.05%0.07%0.09%Q1 2022Q3 20237
WCG Wealth Advisors LLC 660.12%1.69%2.52%Q2 2022Q3 20237
SOA Wealth Advisors, LLC. 660.00%0.11%0.18%Q2 2022Q3 20236
Obsidian Personal Planning Solutions LLC 661.73%2.21%2.44%Q2 2022Q3 20236
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Charter Oak Capital Management, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 510.00%0.32%0.91%Q4 2015Q4 20186
Insight Wealth Strategies, LLC 660.10%3.68%6.31%Q4 2018Q1 20206
True North Advisors, LLC 660.04%0.06%0.06%Q1 2021Q2 20226
HERITAGE WEALTH MANAGEMENT, LLC 424.98%6.04%6.95%Q2 2021Q4 20226
NewSquare Capital LLC 420.00%0.00%0.00%Q1 2022Q3 20236
Financial Partners Group, Inc 420.09%0.21%0.44%Q4 2021Q3 20236
Gladstone Institutional Advisory LLC 660.18%0.19%0.23%Q2 2022Q3 20236
Arkadios Wealth Advisors 660.00%0.00%0.00%Q2 2020Q3 20216
GPS Wealth Strategies Group, LLC 660.19%0.27%0.35%Q2 2022Q3 20236
Sunburst Financial Group, LLC 660.24%0.35%0.59%Q2 2022Q3 20236
Robertson Stephens Wealth Management, LLC 660.02%0.04%0.06%Q3 2020Q4 20216
AIRE ADVISORS, LLC 660.11%0.26%0.71%Q2 2022Q3 20236
Coombe, Bender & Co LLC 660.88%1.02%1.18%Q2 2022Q3 20236
Parisi Gray Wealth Management 660.02%0.03%0.03%Q4 2017Q1 20196
PRIVATE TRUST CO NA 660.02%0.04%0.06%Q2 2022Q3 20236
Sugarloaf Wealth Management, LLC 661.16%1.51%1.74%Q2 2022Q3 20236
TCF National Bank 330.02%0.04%0.06%Q3 2019Q1 20216
Platte River Wealth Advisors, LLC 662.32%3.70%4.38%Q2 2020Q3 20216
Prime Capital Investment Advisors, LLC 310.01%0.02%0.02%Q2 2021Q3 20236
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q2 2020Q1 20236
Valeo Financial Advisors, LLC 510.00%0.00%0.00%Q2 2019Q1 20216
Lloyd Advisory Services, LLC. 420.00%0.10%0.18%Q4 2019Q2 20216
Secure Asset Management, LLC 660.08%0.10%0.13%Q2 2022Q3 20236
C M BIDWELL & ASSOCIATES LTD 660.02%0.07%0.10%Q2 2022Q3 20236
Wedmont Private Capital 660.05%0.07%0.09%Q2 2022Q3 20236
Independent Wealth Network Inc. 660.19%0.22%0.28%Q2 2022Q3 20236
LVZ, Inc. 660.20%0.22%0.24%Q1 2018Q2 20196
Koss-Olinger Consulting, LLC 420.08%3.01%8.30%Q1 2021Q4 20226
Manhattan West Asset Management, LLC 660.29%0.36%0.48%Q2 2022Q3 20236
Banque Cantonale Vaudoise 660.00%0.00%0.00%Q3 2021Q4 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Meridian Wealth Management, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
Investments & Financial Planning, LLC 330.18%0.23%0.28%Q4 2021Q2 20236
HRT FINANCIAL LP 220.00%0.02%0.05%Q4 2020Q2 20236
Elwood & Goetz Wealth Advisory Group, LLC 660.25%0.41%0.56%Q2 2022Q3 20236
Virtu Financial LLC 210.02%0.07%0.15%Q3 2017Q1 20226
Golden State Wealth Management, LLC 310.02%0.05%0.14%Q1 2019Q1 20226
Fiduciary Planning LLC 661.91%2.87%3.98%Q2 2021Q3 20226
REGENTATLANTIC CAPITAL LLC 660.01%0.01%0.02%Q2 2021Q3 20226
American Trust 660.02%0.03%0.05%Q1 2022Q2 20236
Concorde Asset Management, LLC 660.24%0.28%0.31%Q3 2018Q4 20196
PACIFIC FINANCIAL GROUP INC 410.00%0.37%1.20%Q1 2019Q2 20216
Plante Moran Financial Advisors, LLC 310.00%0.01%0.01%Q3 2018Q2 20236
ZACKS INVESTMENT MANAGEMENT 420.00%0.00%0.00%Q1 2022Q3 20236
Retirement Planning Group, LLC 510.07%0.12%0.23%Q2 2013Q4 20146
Prentice Wealth Management LLC 660.11%0.14%0.22%Q1 2021Q2 20226
ADVANTAGE INVESTMENT MANAGEMENT, LLC 420.00%0.01%0.06%Q1 2018Q3 20196
Price Wealth, LLC 660.01%0.01%0.01%Q4 2018Q1 20206
CATALYST PRIVATE WEALTH, LLC 210.11%0.15%0.27%Q3 2020Q4 20235
Luken Investment Analytics, LLC 416.45%14.20%18.35%Q4 2020Q3 20235
RDA Financial Network 550.12%0.25%0.34%Q1 2019Q1 20205
Wealth & Pension Services Group, Inc. 410.58%1.10%1.27%Q2 2018Q3 20195
Total Clarity Wealth Management, Inc. 210.02%0.04%0.07%Q4 2019Q2 20225
Prism Advisors, Inc. 550.30%0.42%0.67%Q4 2018Q4 20195
Lenox Wealth Advisors, LLC 550.00%0.01%0.02%Q1 2021Q1 20225
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
True Link Financial Advisors, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Hayden Royal, LLC 210.51%0.65%0.84%Q4 2019Q2 20215
Mirae Asset Global Investments Co., Ltd. 550.00%0.00%0.00%Q4 2019Q4 20205
David Kennon Inc 552.40%2.67%3.06%Q3 2022Q3 20235
Narus Financial Partners, LLC 320.11%0.14%0.20%Q1 2022Q3 20235
B & T Capital Management DBA Alpha Capital Management 550.10%0.11%0.12%Q1 2019Q1 20205
Austin Private Wealth, LLC 410.12%0.22%0.38%Q4 2019Q3 20235
Vickerman Investment Advisors, Inc. 550.40%0.59%0.77%Q3 2021Q3 20225
ENCOMPASS WEALTH ADVISORS, LLC 550.07%0.07%0.08%Q1 2021Q1 20225
Laidlaw Wealth Management LLC 550.09%0.14%0.19%Q2 2021Q2 20225
Covington Capital Management 550.00%0.00%0.00%Q3 2021Q3 20225
NSI Retail Advisors, LLC 320.24%0.34%0.55%Q2 2021Q2 20235
WBH ADVISORY INC 320.06%0.13%0.17%Q2 2022Q3 20235
WASHINGTON TRUST Co 550.01%0.01%0.01%Q3 2020Q3 20215
Darwin Wealth Management, LLC 410.00%0.20%0.37%Q4 2017Q1 20205
CSM Advisors, LLC 320.10%0.15%0.26%Q2 2021Q2 20235
Landmark Wealth Management, LLC 320.12%0.19%0.27%Q1 2022Q3 20235
AFFINITY WEALTH MANAGEMENT LLC 550.20%0.22%0.26%Q4 2018Q4 20195
Family Management Corp 550.06%0.11%0.25%Q4 2018Q4 20195
TKG Advisors, LLC 320.14%0.20%0.24%Q4 2021Q3 20235
Watermark Asset Management, Inc. 550.04%0.14%0.18%Q4 2017Q4 20185
Wealth Alliance Advisory Group, LLC 551.85%2.21%2.36%Q3 2022Q3 20235
Sanctuary Wealth Management, L.L.C. 210.03%0.18%0.64%Q1 2010Q3 20235
Bogart Wealth, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
LOWE BROCKENBROUGH & CO INC 410.02%0.02%0.03%Q4 2021Q3 20235
EUDAIMONIA ADVISORS LLC 320.31%0.43%0.80%Q4 2021Q3 20235
Personal Wealth Partners 551.12%2.02%2.58%Q1 2021Q1 20225
Upper Left Wealth Management, LLC 410.66%0.78%0.90%Q4 2021Q3 20235
Financial Insights, Inc. 411.40%2.09%2.97%Q2 2022Q3 20235
AVIANCE CAPITAL MANAGEMENT, LLC 210.00%0.02%0.07%Q2 2016Q1 20185
Provident Wealth Management, LLC 551.53%2.21%3.28%Q1 2021Q1 20225
Strategic Asset Management, LLC 550.60%0.64%0.67%Q3 2021Q3 20225
Vise Technologies, Inc. 550.06%0.11%0.25%Q3 2022Q3 20235
COMPASS FINANCIAL ADVISORS LLC 550.25%0.32%0.34%Q1 2022Q1 20235
CoreCap Advisors, LLC 550.04%0.07%0.12%Q4 2021Q4 20225
COZAD ASSET MANAGEMENT INC 320.04%0.05%0.06%Q2 2022Q3 20235
Argentus Capital Management, LLC 550.00%0.00%0.01%Q3 2015Q3 20165
HARBOR ADVISORY CORP /MA/ 550.28%1.14%1.68%Q3 2022Q3 20235
John W. Brooker & Co., CPAs 550.01%0.04%0.08%Q3 2021Q3 20225
Simplicity Wealth,LLC 410.13%1.65%2.66%Q4 2021Q2 20235
WFA of San Diego, LLC 210.06%0.07%0.07%Q3 2021Q3 20235
Tri-Star Advisors Inc. 210.11%0.15%0.18%Q1 2021Q4 20225
Meristem Family Wealth, LLC 410.06%0.06%0.07%Q1 2019Q2 20205
Claro Advisors LLC 410.06%0.09%0.11%Q2 2022Q3 20235
Center For Asset Management LLC 410.20%0.42%0.54%Q4 2020Q1 20225
Financial Management Professionals, Inc. 550.00%0.02%0.02%Q3 2019Q3 20205
WOLVERINE ASSET MANAGEMENT LLC 320.00%0.00%0.01%Q1 2018Q2 20195
HILLTOP WEALTH ADVISORS, LLC 550.59%0.68%0.96%Q3 2022Q3 20235
Hoover Financial Advisors, Inc. 550.01%0.02%0.02%Q2 2020Q2 20215
Wealthquest Corp 550.46%0.67%0.88%Q4 2018Q4 20195
XPONANCE, INC. 550.08%3.25%8.91%Q4 2019Q4 20205
NATIXIS ADVISORS, L.P. 550.01%0.01%0.01%Q2 2013Q2 20145
Bartlett & Co. LLC 320.00%0.00%0.00%Q3 2020Q4 20225
Towerpoint Wealth, LLC 410.00%0.25%0.33%Q3 2019Q3 20235
Bedel Financial Consulting, Inc. 550.01%0.01%0.03%Q1 2021Q1 20225
JD Financial Services Inc. 550.20%2.43%5.45%Q4 2020Q4 20215
Stone House Investment Management, LLC 550.21%0.30%0.40%Q3 2018Q3 20195
VisionPoint Advisory Group, LLC 320.01%0.34%0.61%Q4 2020Q3 20235
Clearwater Capital Advisors, LLC 410.00%0.24%0.33%Q1 2018Q3 20235
Virtu KCG Holdings LLC 210.00%0.02%0.06%Q1 2014Q2 20175
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 550.02%0.06%0.10%Q1 2021Q1 20225
Van Hulzen Asset Management, LLC 550.06%0.09%0.14%Q4 2018Q4 20195
Stearns Financial Services Group 320.01%0.03%0.04%Q4 2018Q1 20205
Spartan Planning & Wealth Management 411.43%1.47%1.53%Q1 2022Q3 20235
Blue Trust, Inc. 320.00%0.00%0.00%Q2 2022Q3 20235
Vectors Research Management, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
FirstPurpose Wealth LLC 550.17%0.23%0.32%Q3 2022Q3 20235
Qube Research & Technologies Ltd 210.00%0.00%0.01%Q2 2020Q3 20235
Meeder Advisory Services, Inc. 441.69%1.75%1.82%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 440.09%0.25%0.42%Q4 2022Q3 20234
JDM Financial Group LLC 443.36%3.47%3.59%Q4 2022Q3 20234
Hilltop Partners LLC 440.55%1.67%2.95%Q4 2022Q3 20234
GERMAN AMERICAN BANCORP, INC. 440.03%0.03%0.04%Q4 2022Q3 20234
1832 Asset Management L.P. 310.00%0.00%0.00%Q1 2019Q2 20214
Fiduciary Alliance LLC 440.85%1.17%1.47%Q4 2022Q3 20234
Rooted Wealth Advisors, Inc. 440.37%2.02%3.72%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Ford Financial Group, LLC 440.08%0.59%1.07%Q1 2022Q4 20224
Silicon Valley Capital Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Lifestyle Asset Management, Inc. 440.58%0.62%0.69%Q4 2022Q3 20234
WINTRUST INVESTMENTS LLC 440.02%0.03%0.04%Q4 2021Q3 20224
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 440.11%0.17%0.22%Q1 2022Q4 20224
BRIGHTON JONES LLC 440.08%0.11%0.12%Q2 2019Q1 20204
WATERSHED PRIVATE WEALTH LLC 440.79%0.85%0.90%Q4 2022Q3 20234
Wallace Advisory Group, LLC 440.42%0.69%1.44%Q4 2022Q3 20234
GoalVest Advisory LLC 310.00%0.27%0.58%Q4 2020Q4 20234
Cassady Schiller Wealth Management, LLC 310.01%0.01%0.02%Q4 2021Q2 20234
CERTUITY, LLC 440.04%0.05%0.07%Q4 2020Q3 20214
Clarius Group, LLC 440.07%0.32%0.96%Q4 2021Q3 20224
M&R CAPITAL MANAGEMENT INC 440.00%0.00%0.00%Q1 2023Q4 20234
SageGuard Financial Group, LLC 440.25%1.69%5.98%Q4 2020Q3 20214
TUCKER ASSET MANAGEMENT LLC 310.00%0.00%0.00%Q3 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 440.37%0.56%0.77%Q4 2022Q3 20234
Bison Wealth, LLC 210.00%0.05%0.12%Q2 2021Q3 20224
Stonebridge Capital Advisors LLC 210.00%0.00%0.01%Q1 2021Q2 20234
New England Capital Financial Advisors LLC 441.47%1.57%1.64%Q4 2022Q3 20234
MASSMUTUAL TRUST CO FSB/ADV 440.00%0.00%0.00%Q2 2020Q1 20214
Watson Rebecca 440.16%0.26%0.52%Q4 2019Q3 20204
Ruedi Wealth Management, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Rede Wealth, LLC 440.20%0.25%0.27%Q4 2022Q3 20234
B. Riley Wealth Advisors, Inc. 310.00%0.01%0.01%Q4 2014Q3 20234
Triton Wealth Management, PLLC 440.23%0.29%0.38%Q1 2020Q4 20204
MATHER GROUP, LLC. 440.01%0.01%0.01%Q4 2022Q3 20234
Advisor Resource Council 110.15%0.31%0.72%Q2 2021Q1 20234
Richard W. Paul & Associates, LLC 440.23%0.26%0.29%Q4 2022Q3 20234
Balboa Wealth Partners 440.11%0.17%0.27%Q4 2022Q3 20234
Transamerica Financial Advisors, Inc. 310.00%0.00%0.00%Q2 2020Q4 20224
Money Design Co.,Ltd. 310.00%0.00%0.00%Q4 2019Q3 20214
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 440.04%0.04%0.04%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 440.04%0.11%0.22%Q4 2022Q3 20234
O'Brien Wealth Partners LLC 310.01%0.06%0.19%Q1 2018Q3 20224
LEAVELL INVESTMENT MANAGEMENT, INC. 440.06%0.06%0.06%Q4 2022Q3 20234
Moran Wealth Management, LLC 440.67%0.82%0.87%Q4 2022Q3 20234
Avidian Wealth Solutions, LLC 310.06%0.26%0.62%Q4 2021Q4 20224
Global Wealth Management Investment Advisory, Inc. 310.00%0.01%0.03%Q4 2018Q1 20214
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 210.00%0.00%0.00%Q1 2020Q3 20234
Washington Trust Advisors, Inc. 440.01%0.01%0.02%Q4 2021Q3 20224
Visionary Wealth Advisors 440.03%0.09%0.14%Q2 2021Q1 20224
Optas, LLC 440.09%0.85%1.76%Q4 2022Q3 20234
Moloney Securities Asset Management, LLC 210.08%0.11%0.15%Q1 2018Q4 20194
Vertex Planning Partners, LLC 440.16%0.50%0.72%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 440.27%0.62%1.42%Q4 2022Q3 20234
Modera Wealth Management, LLC 440.01%0.02%0.02%Q4 2021Q3 20224
STEVENS CAPITAL PARTNERS 440.35%0.41%0.51%Q4 2022Q3 20234
Topel & Distasi Wealth Management, LLC 440.74%0.76%0.79%Q4 2022Q3 20234
Life Planning Partners, Inc 440.81%0.88%0.93%Q4 2021Q3 20224
Gateway Wealth Partners, LLC 441.30%1.42%1.53%Q4 2022Q3 20234
River Street Advisors LLC 440.34%0.35%0.36%Q4 2022Q3 20234
ICA Group Wealth Management, LLC 440.02%0.07%0.12%Q4 2022Q3 20234
Smart Money Group LLC 440.56%0.88%1.04%Q1 2019Q4 20194
CORRADO ADVISORS, LLC 440.32%0.40%0.59%Q1 2018Q4 20184
Surevest, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Family Investment Center, Inc. 440.54%0.60%0.63%Q4 2022Q3 20234
Millington Financial Advisors, LLC 443.53%3.71%3.84%Q4 2022Q3 20234
ASPIRIANT, LLC 440.05%0.06%0.06%Q2 2013Q1 20144
Sullivan, Bruyette, Speros & Blaney, LLC 440.10%0.23%0.36%Q2 2020Q1 20214
CAPE COD FIVE CENTS SAVINGS BANK 440.42%0.44%0.47%Q4 2022Q3 20234
Hamilton Capital, LLC 440.05%1.03%3.90%Q4 2022Q3 20234
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q4 2019Q4 20204
Colonial Trust Co / SC 440.00%0.00%0.01%Q4 2022Q3 20234
Telos Capital Management, Inc. 440.06%0.07%0.08%Q1 2019Q4 20194
ADE, LLC 442.41%2.47%2.54%Q4 2022Q3 20234
Walleye Trading LLC 310.00%0.00%0.00%Q1 2017Q3 20184
KARLINSKI ANDREW C 440.04%0.26%0.65%Q4 2021Q3 20224
Y-Intercept (Hong Kong) Ltd 210.04%0.09%0.18%Q1 2021Q1 20234
PHILLIPS FINANCIAL MANAGEMENT, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Ahrens Investment Partners LLC 310.00%0.01%0.01%Q4 2021Q1 20234
Dakota Wealth Management 440.04%0.04%0.04%Q4 2020Q3 20214
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 310.01%0.06%0.10%Q2 2018Q3 20224
Vawter Financial, Ltd. 440.25%0.28%0.33%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.06%0.11%0.19%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 440.28%0.31%0.34%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Worth Financial Advisory Group, LLC 440.51%0.52%0.55%Q4 2022Q3 20234
Private Portfolio Partners LLC 220.06%0.25%0.44%Q1 2021Q4 20224
Compass Financial Group, Inc. 445.93%6.16%6.32%Q1 2019Q4 20194
MCF Advisors LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Phoenix Wealth Advisors 440.18%0.24%0.31%Q4 2022Q3 20234
Wealth Advisors of Iowa, LLC 440.18%0.25%0.30%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 441.00%1.39%2.18%Q4 2022Q3 20234
Copperwynd Financial, LLC 311.24%1.42%1.60%Q1 2018Q3 20194
Guidant Wealth Advisors 440.52%0.54%0.57%Q4 2018Q3 20194
TWO SIGMA SECURITIES, LLC 110.00%0.02%0.04%Q1 2021Q3 20234
DCM Advisors, LLC 440.03%0.05%0.06%Q4 2020Q3 20214
CENTRAL TRUST Co 310.00%0.00%0.00%Q3 2021Q3 20234
Truvestments Capital LLC 310.00%0.00%0.00%Q3 2018Q3 20194
Tilson Financial Group, Inc. 440.20%0.28%0.44%Q4 2022Q3 20234
Straight Path Wealth Management 441.18%1.31%1.43%Q4 2021Q3 20224
Alliance Wealth Advisors, LLC /UT 440.21%0.32%0.62%Q4 2022Q3 20234
Sonora Investment Management, LLC 310.00%0.01%0.01%Q1 2020Q3 20214
Destiny Capital Corp/CO 330.66%0.78%0.96%Q4 2022Q2 20233
Ameritas Advisory Services, LLC 210.01%0.01%0.01%Q4 2021Q1 20233
BIP Wealth, LLC 330.29%0.35%0.46%Q1 2023Q3 20233
Voya Financial Advisors, Inc. 330.02%0.08%0.14%Q4 2017Q2 20183
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.00%Q4 2021Q1 20233
CEDAR CAPITAL, LLC 330.78%0.94%1.06%Q1 2021Q3 20213
Glovista Investments LLC 330.25%0.37%0.55%Q4 2020Q2 20213
BERKSHIRE ASSET MANAGEMENT LLC/PA 330.02%0.04%0.05%Q3 2018Q1 20193
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.27%0.48%0.66%Q3 2020Q1 20213
Vericrest Private Wealth 332.19%2.30%2.45%Q4 2021Q2 20223
Revisor Wealth Management LLC 331.67%1.93%2.41%Q1 2023Q3 20233
Renasant Bank 330.17%0.18%0.18%Q1 2023Q3 20233
Financial Connections Group, Inc. 330.09%0.14%0.17%Q4 2021Q2 20223
Beacon Pointe Wealth Advisors, LLC 330.13%0.37%0.54%Q2 2019Q4 20193
Farther Finance Advisors, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Cedar Brook Financial Partners, LLC 210.05%0.07%0.10%Q1 2019Q3 20233
Prospera Financial Services Inc 110.00%0.01%0.01%Q3 2020Q3 20233
Peak Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
BKS ADVISORS, LLC 330.08%0.22%0.44%Q3 2018Q1 20193
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
GUARDIAN WEALTH ADVISORS, LLC / NC 330.01%0.02%0.03%Q4 2021Q2 20223
Arcadia Wealth Management, LLC 330.28%0.85%1.25%Q4 2022Q2 20233
WealthPlan Investment Management, LLC 210.02%0.02%0.02%Q1 2022Q4 20223
Madrona Financial Services, LLC 331.78%2.02%2.34%Q2 2019Q4 20193
Paloma Partners Management Co 330.00%0.01%0.02%Q2 2018Q4 20183
Tidal Investments LLC 212.40%4.79%6.73%Q1 2020Q2 20223
U.S. Capital Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Personal Capital Advisors Corp 330.00%0.00%0.00%Q4 2020Q2 20213
MARYLAND CAPITAL ADVISORS INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Strategic Capital Alternatives LLC 210.01%0.02%0.03%Q3 2014Q3 20153
Security Financial Services, INC. 330.52%0.72%0.84%Q1 2023Q3 20233
AdvicePeriod, LLC 330.09%0.52%1.33%Q3 2019Q1 20203
SILVERHAWK ASSET MANAGEMENT, LLC 332.42%2.87%3.19%Q4 2021Q2 20223
Pension Partners, LLC 2122.25%22.92%23.26%Q4 2018Q3 20193
Connecticut Wealth Management, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
WealthOne, LLC 110.02%0.17%0.38%Q4 2018Q3 20213
Glass Jacobson Investment Advisors llc 210.15%0.18%0.22%Q4 2022Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.03%0.06%Q3 2022Q3 20233
H&H Retirement Design & Management INC 330.33%0.38%0.43%Q2 2022Q4 20223
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.01%Q4 2021Q3 20233
Kavar Capital Partners, LLC 210.01%0.06%0.09%Q2 2019Q3 20203
FINANCIAL CONSULATE, INC 330.16%0.28%0.37%Q1 2018Q3 20183
Trek Financial, LLC 330.12%0.18%0.21%Q1 2023Q3 20233
Centennial Wealth Advisory LLC 330.63%1.05%1.31%Q4 2020Q2 20213
ONE Advisory Partners, LLC 332.62%3.23%3.55%Q1 2023Q3 20233
THOMPSON INVESTMENT MANAGEMENT, INC. 330.03%0.03%0.03%Q1 2023Q3 20233
QUADRANT CAPITAL GROUP LLC 110.01%0.03%0.08%Q2 2020Q3 20233
Partnervest Advisory Services LLC 330.00%0.00%0.00%Q4 2013Q2 20143
Epstein & White Financial LLC 330.26%0.27%0.29%Q4 2017Q2 20183
DUBUQUE BANK & TRUST CO 330.00%0.00%0.00%Q1 2014Q3 20143
CLIENT 1ST ADVISORY GROUP, LLC 330.21%2.08%4.00%Q4 2019Q2 20203
Crossmark Global Holdings, Inc. 210.01%0.01%0.01%Q3 2016Q4 20173
FURE FINANCIAL CORP 330.01%0.02%0.02%Q3 2020Q1 20213
CHOREO, LLC 330.11%0.16%0.18%Q1 2023Q3 20233
SkyOak Wealth, LLC 210.06%0.24%0.59%Q4 2019Q3 20233
Planning Solutions Group LLC 334.40%4.56%4.70%Q4 2018Q2 20193
Itau Unibanco Holding S.A. 330.06%0.07%0.08%Q2 2019Q4 20193
Private Wealth Group, LLC 330.14%0.16%0.17%Q3 2021Q1 20223
Derbend Asset Management 330.21%0.22%0.25%Q3 2021Q1 20223
HATTON CONSULTING, INC. 331.80%1.85%1.96%Q1 2021Q3 20213
ROCKY MOUNTAIN ADVISERS, LLC 330.00%0.00%0.01%Q2 2020Q4 20203
Harel Insurance Investments & Financial Services Ltd. 330.00%0.00%0.00%Q4 2022Q2 20233
Elevated Capital Advisors, LLC 210.20%0.29%0.44%Q2 2020Q1 20213
Danda Trouve Investment Management, Inc. 330.01%0.01%0.01%Q4 2020Q2 20213
Oakworth Capital, Inc. 330.01%0.01%0.01%Q1 2022Q3 20223
Systelligence, LLC 330.68%1.53%2.42%Q4 2019Q2 20203
FIDUCIARY TRUST CO 330.00%0.00%0.00%Q4 2022Q2 20233
PFG Advisors 330.08%0.10%0.12%Q2 2019Q4 20193
Selective Wealth Management, Inc. 330.08%0.09%0.09%Q1 2022Q3 20223
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
STOCK YARDS BANK & TRUST CO 330.06%0.07%0.07%Q2 2022Q4 20223
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Hobart Private Capital, LLC 332.07%2.96%3.52%Q1 2023Q3 20233
ADVISOR PARTNERS II, LLC 330.02%0.03%0.06%Q1 2023Q3 20233
First Capital Advisors Group, LLC. 330.00%0.00%0.00%Q4 2022Q2 20233
Edge Capital Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Candriam S.C.A. 330.00%0.00%0.00%Q3 2021Q1 20223
Archer Investment Corp 330.00%0.00%0.00%Q4 2018Q2 20193
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.06%0.13%0.22%Q4 2021Q3 20233
Atomi Financial Group, Inc. 330.18%0.21%0.26%Q1 2023Q3 20233
Perennial Investment Advisors, LLC 330.38%0.56%0.89%Q1 2023Q3 20233
Clarus Wealth Advisors 212.38%2.55%2.80%Q1 2019Q4 20193
BUCKINGHAM STRATEGIC PARTNERS, LLC 330.04%0.07%0.10%Q2 2022Q4 20223
Aspire Wealth Management Corp 210.18%0.31%0.38%Q1 2022Q4 20223
Cresset Asset Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Pinnacle Wealth Management Group, Inc. 331.31%1.47%1.58%Q2 2021Q4 20213
NEW ENGLAND SECURITIES CORP /MA/ 210.00%0.00%0.00%Q2 2013Q1 20143
USA FINANCIAL FORMULAS 220.04%0.04%0.04%Q1 2018Q2 20182
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
Strategic Financial Concepts, LLC 220.10%0.17%0.25%Q2 2023Q3 20232
Wealth Quarterback LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Strengthening Families & Communities, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
INVESTMENT CENTERS OF AMERICA INC 220.03%0.04%0.05%Q2 2017Q3 20172
CITY HOLDING CO 220.01%0.01%0.01%Q2 2023Q3 20232
REUTER JAMES WEALTH MANAGEMENT, LLC 220.09%0.09%0.09%Q4 2021Q1 20222
Impact Partnership Wealth, LLC 220.01%0.02%0.03%Q2 2023Q3 20232
AMERICAN NATIONAL BANK 220.00%0.00%0.00%Q2 2023Q3 20232
Paradigm, Strategies in Wealth Management, LLC 220.50%0.65%0.80%Q2 2023Q3 20232
ORG Partners LLC 220.01%0.03%0.04%Q2 2023Q3 20232
MOSELEY INVESTMENT MANAGEMENT INC 220.65%0.70%0.76%Q2 2019Q3 20192
Peak Financial Management, Inc. 220.68%1.62%2.56%Q2 2023Q3 20232
Heritage Wealth Advisors 220.00%0.00%0.00%Q2 2023Q3 20232
ACUTE INVESTMENT ADVISORY, LLC 220.16%0.73%1.30%Q4 2021Q1 20222
Archford Capital Strategies, LLC 110.00%0.04%0.07%Q2 2019Q4 20192
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Fortis Group Advisors, LLC 110.00%0.04%0.07%Q3 2020Q3 20232
TCG Advisory Services, LLC 220.07%0.09%0.10%Q4 2020Q1 20212
MGO Private Wealth, LLC 220.13%0.13%0.13%Q3 2022Q4 20222
Stewardship Advisors, LLC 220.18%1.00%1.82%Q4 2019Q1 20202
Sequoia Financial Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
First Command Financial Services, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
HawsGoodwin Investment Management LLC 221.89%2.12%2.35%Q4 2019Q1 20202
Rockwood Wealth Management, LLC 220.10%0.10%0.11%Q4 2021Q1 20222
VIVID FINANCIAL MANAGEMENT, INC. 220.57%0.77%0.98%Q4 2019Q1 20202
RESTON WEALTH MANAGEMENT LLC 220.52%0.64%0.75%Q2 2022Q3 20222
Shore Point Advisors, LLC 220.17%0.18%0.18%Q4 2021Q1 20222
Capital CS Group, LLC 220.97%1.16%1.36%Q2 2023Q3 20232
Flower City Capital 220.17%0.28%0.38%Q4 2021Q1 20222
Cordasco Financial Network 220.04%0.04%0.05%Q4 2018Q1 20192
Coppell Advisory Solutions Corp. 220.04%0.13%0.22%Q4 2022Q1 20232
Essex Financial Services, Inc. 220.05%0.05%0.05%Q4 2021Q1 20222
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 220.00%0.00%0.00%Q2 2017Q3 20172
Portside Wealth Group, LLC 220.55%0.56%0.57%Q2 2023Q3 20232
Vestmark Advisory Solutions, Inc. 220.08%0.14%0.20%Q2 2023Q3 20232
Raab & Moskowitz Asset Management LLC 110.00%0.01%0.01%Q3 2018Q4 20192
Cavalier Investments, LLC 110.36%0.79%1.22%Q1 2018Q4 20202
NATIONAL PLANNING CORP 110.01%0.01%0.02%Q4 2014Q3 20172
D. SCOTT NEAL, INC. 220.24%0.48%0.72%Q4 2017Q1 20182
Commonwealth Equity Services, Inc 220.00%0.00%0.00%Q2 2017Q3 20172
JRM Investment Counsel, LLC 220.33%0.42%0.52%Q4 2017Q1 20182
Diversified, LLC 220.09%0.11%0.12%Q2 2023Q3 20232
First Command Bank 220.00%0.00%0.00%Q1 2022Q2 20222
Private Ocean, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Anfield Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q2 20212
Acropolis Investment Management, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Econ Financial Services Corp 220.87%2.06%3.25%Q2 2023Q3 20232
Argent Trust Co 220.02%0.03%0.03%Q2 2023Q3 20232
Cerity Partners LLC 220.21%0.24%0.27%Q2 2023Q3 20232
BCK Partners, Inc. 220.16%0.24%0.32%Q3 2022Q4 20222
Pinnacle Private Wealth, LLC 220.07%0.08%0.08%Q4 2021Q1 20222
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.01%Q4 2020Q1 20212
Hexagon Capital Partners LLC 110.01%0.01%0.02%Q3 2022Q3 20232
CITY NATIONAL BANK 220.00%0.00%0.00%Q2 2014Q3 20142
Beaumont Financial Partners, LLC 110.03%0.10%0.17%Q1 2018Q1 20212
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Old Port Advisors 220.07%0.07%0.07%Q3 2021Q4 20212
Northwest Capital Management Inc 220.03%0.05%0.07%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.04%0.04%0.04%Q4 2021Q1 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.15%0.16%0.18%Q4 2021Q1 20222
TRUST CO OF VERMONT 220.01%0.01%0.01%Q4 2019Q1 20202
Princeton Global Asset Management LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Verition Fund Management LLC 110.01%0.03%0.04%Q1 2017Q2 20192
Linscomb & Williams, Inc. 220.11%0.11%0.11%Q4 2019Q1 20202
Values Added Financial LLC 224.02%4.20%4.38%Q2 2023Q3 20232
New Republic Capital, LLC 220.00%0.00%0.01%Q1 2023Q2 20232
CHURCHILL MANAGEMENT Corp 220.01%0.01%0.02%Q4 2017Q1 20182
Trexquant Investment LP 220.02%0.03%0.04%Q4 2021Q1 20222
Pinion Investment Advisors, LLC 220.56%0.67%0.77%Q2 2023Q3 20232
CCG WEALTH MANAGEMENT, LLC 220.33%0.42%0.51%Q3 2019Q4 20192
Legacy Capital Wealth Partners, LLC 226.56%6.56%6.57%Q4 2020Q1 20212
Old North State Trust, LLC 220.02%0.02%0.03%Q4 2022Q1 20232
Cornerstone Investment Partners, LLC 220.03%0.03%0.03%Q1 2021Q2 20212
Global Trust Asset Management, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
SJS Investment Consulting Inc. 220.04%0.08%0.12%Q4 2021Q1 20222
Certus Wealth Management, LLC 220.76%0.81%0.87%Q2 2023Q3 20232
HM PAYSON & CO 220.00%0.00%0.00%Q2 2021Q3 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Doyle Wealth Management 110.00%0.00%0.01%Q4 2018Q2 20192
Zurich Insurance Group Ltd/FI 110.01%0.01%0.02%Q4 2018Q1 20202
Novak Financial Planning, LLC 110.20%0.20%0.20%Q2 2021Q2 20211
SII INVESTMENTS INC/WI 110.02%0.02%0.02%Q3 2017Q3 20171
BURNEY CO/ 110.01%0.01%0.01%Q3 2023Q3 20231
Capital Square, LLC 110.07%0.07%0.07%Q1 2020Q1 20201
TRADITION CAPITAL MANAGEMENT LLC 110.11%0.11%0.11%Q1 2019Q1 20191
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Accurate Wealth Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
SIENA CAPITAL LLC 110.00%0.00%0.00%Q1 2022Q1 20221
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q1 2016Q1 20161
S. R. Schill & Associates 112.48%2.48%2.48%Q2 2018Q2 20181
Crumly & Associates Inc. 110.47%0.47%0.47%Q4 2019Q4 20191
Davidson Capital Management Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Quantitative Investment Management, LLC 110.37%0.37%0.37%Q2 2023Q2 20231
Gilbert & Cook, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
Strategies Wealth Advisors, LLC 112.80%2.80%2.80%Q3 2023Q3 20231
Squarepoint Ops LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
HOWARD WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Great Diamond Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
J Arnold Wealth Management Co 110.02%0.02%0.02%Q4 2019Q4 20191
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Armbruster Capital Management, Inc. 110.02%0.02%0.02%Q1 2018Q1 20181
CSat Investment Advisory, L.P. 113.76%3.76%3.76%Q1 2020Q1 20201
L.M. KOHN & COMPANY 110.11%0.11%0.11%Q1 2022Q1 20221
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Menard Financial Group LLC 111.37%1.37%1.37%Q4 2019Q4 20191
FIRST FOUNDATION ADVISORS 110.12%0.12%0.12%Q4 2018Q4 20181
Clarkston Capital Partners, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Alpha Financial Advisors, LLC 110.19%0.19%0.19%Q4 2022Q4 20221
Compass Ion Advisors, LLC 112.44%2.44%2.44%Q4 2019Q4 20191
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Leelyn Smith, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Bell Rock Capital LLC 110.02%0.02%0.02%Q4 2019Q4 20191
FinTrust Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Beaumont Capital Management, LLC 110.61%0.61%0.61%Q1 2021Q1 20211
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Foundations Investment Advisors, LLC 110.34%0.34%0.34%Q2 2018Q2 20181
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
SVB WEALTH LLC 110.00%0.00%0.00%Q4 2022Q4 20221
COLONY GROUP LLC 110.03%0.03%0.03%Q2 2015Q2 20151
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Virtue Capital Management, LLC 111.26%1.26%1.26%Q4 2019Q4 20191
DESTINY CAPITAL SECURITIES CORPORATION 110.67%0.67%0.67%Q3 2023Q3 20231
KerberRose Wealth Management, LLC 110.45%0.45%0.45%Q2 2022Q2 20221
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Bernicke Wealth Management, Ltd. 110.98%0.98%0.98%Q1 2018Q1 20181
Fermata Advisors, LLC 110.17%0.17%0.17%Q1 2021Q1 20211
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Fairhaven Wealth Management, LLC 110.09%0.09%0.09%Q3 2022Q3 20221
TRANSCEND CAPITAL ADVISORS, LLC 110.41%0.41%0.41%Q4 2019Q4 20191
Lavaca Capital LLC 110.05%0.05%0.05%Q4 2021Q4 20211
EisnerAmper Wealth Management Corporate Benefits, LLC 110.73%0.73%0.73%Q4 2022Q4 20221
FSM Wealth Advisors, LLC 110.28%0.28%0.28%Q4 2022Q4 20221
CFO4Life Group, LLC 110.87%0.87%0.87%Q4 2018Q4 20181
Resource Planning Group 110.23%0.23%0.23%Q2 2020Q2 20201
Heartwood Wealth Advisors LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Bull Oak Capital, LLC 113.33%3.33%3.33%Q4 2021Q4 20211
TD Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Apexium Financial, LP 110.29%0.29%0.29%Q4 2019Q4 20191
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Tennessee Valley Asset Management Partners 110.11%0.11%0.11%Q2 2022Q2 20221
GENWORTH FINANCIAL INC 110.24%0.24%0.24%Q2 2013Q2 20131
ISLAY CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Ranch Capital Advisors Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Ground Swell Capital, LLC 110.48%0.48%0.48%Q3 2023Q3 20231
Royal Fund Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
First PREMIER Bank 110.00%0.00%0.00%Q4 2018Q4 20181
25 LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Paragon Advisors, LLC 110.46%0.46%0.46%Q4 2019Q4 20191
Johanson Financial Advisors, Inc. 110.09%0.09%0.09%Q4 2019Q4 20191
NEXT Financial Holdings 110.08%0.08%0.08%Q1 2019Q1 20191
Delpha Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
First Personal Financial Services 110.00%0.00%0.00%Q1 2023Q1 20231
American Financial Network Advisory Services LLC 110.45%0.45%0.45%Q3 2019Q3 20191
Financial Futures Ltd Liability Co. 110.21%0.21%0.21%Q4 2021Q4 20211
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q2 2013Q2 20131
CapWealth Advisors, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
ATTICUS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Verdence Capital Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
RITTER DANIHER FINANCIAL ADVISORY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Black Swift Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Cascadia Advisory Services, LLC 110.25%0.25%0.25%Q4 2019Q4 20191
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
LOCKERMAN FINANCIAL GROUP, INC. 110.86%0.86%0.86%Q3 2023Q3 20231
Next Capital Management LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Destination Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Connectus Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
STABLEFORD CAPITAL II LLC 110.89%0.89%0.89%Q1 2023Q1 20231
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Westside Investment Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Western Pacific Wealth Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Liquid Strategies, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
North Star Investment Management Corp. 110.00%0.00%0.00%Q3 2022Q3 20221
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.30%0.30%0.30%Q4 2021Q4 20211
Valued Wealth Advisors LLC 110.54%0.54%0.54%Q4 2023Q4 20231
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2019Q2 20191
THEORY FINANCIAL LLC 110.22%0.22%0.22%Q1 2022Q1 20221
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2023Q1 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Waterloo Capital, L.P. 111.41%1.41%1.41%Q1 2020Q1 20201
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q2 2021Q2 20211
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q1 2012Q1 20121
Summit Trail Advisors, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
MADRONA FUNDS, LLC 111.78%1.78%1.78%Q3 2019Q3 20191
Benedetti & Gucer, Inc. 110.24%0.24%0.24%Q3 2021Q3 20211
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q2 2023Q2 20231
GTS SECURITIES LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Envestnet Portfolio Solutions, Inc. 110.17%0.17%0.17%Q3 2023Q3 20231
Weatherstone Capital Management 110.06%0.06%0.06%Q4 2018Q4 20181
IFG Advisors, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Sterling Investment Advisors, Ltd. 110.00%0.00%0.00%Q4 2019Q4 20191
Carmichael Hill & Associates, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q1 2022Q1 20221
NORTHWEST INVESTMENT COUNSELORS, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
3EDGE Asset Management, LP 114.40%4.40%4.40%Q4 2022Q4 20221
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
Retirement Planning Co of New England, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
MARIPAU WEALTH MANAGEMENT LLC 110.21%0.21%0.21%Q4 2021Q4 20211
INTEGRATED CAPITAL MANAGEMENT, INC. 110.18%0.18%0.18%Q4 2019Q4 20191
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Founders Financial Alliance, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Crabel Capital Management, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
FSC Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Braun-Bostich & Associates Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Coston, McIsaac & Partners 110.01%0.01%0.01%Q2 2022Q2 20221
ACT Advisors, LLC. 110.36%0.36%0.36%Q3 2023Q3 20231
Austin Wealth Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Birchcreek Wealth Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Riverpoint Wealth Management Holdings, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Callan Capital, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Argent Wealth Management LLC 110.04%0.04%0.04%Q4 2019Q4 20191
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2022Q3 20221
Catalyst Wealth Management, LLC 110.19%0.19%0.19%Q4 2022Q4 20221
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2021Q2 20211
Jackson Wealth Management, LLC 110.33%0.33%0.33%Q1 2018Q1 20181
Hefty Wealth Partners 110.14%0.14%0.14%Q1 2018Q1 20181
JUNCTURE WEALTH STRATEGIES, LLC 110.16%0.16%0.16%Q2 2018Q2 20181
San Luis Wealth Advisors LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Allegis Investment Advisors, LLC 112.40%2.40%2.40%Q1 2018Q1 20181
Valley Brook Capital Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Oxler Private Wealth LLC 110.13%0.13%0.13%Q3 2022Q3 20221
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Strategic Advocates LLC 110.81%0.81%0.81%Q3 2023Q3 20231
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PERSONAL FINANCIAL CONSULTANTS INC /ADV 110.85%0.85%0.85%Q4 2018Q4 20181
Sterling Financial Planning, Inc. 110.03%0.03%0.03%Q3 2021Q3 20211
Lifeworks Advisors, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2019Q1 20191
Bernardo Wealth Planning LLC 110.42%0.42%0.42%Q4 2019Q4 20191
Guardian Wealth Advisors, LLC 110.34%0.34%0.34%Q1 2021Q1 20211
UMB Bank, n.a. 110.00%0.00%0.00%Q2 2022Q2 20221
3D/L Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ShoreHaven Wealth Partners, LLC 111.31%1.31%1.31%Q3 2023Q3 20231
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q3 2023Q3 20231
EPG Wealth Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Hassell Wealth Management, LLC 110.52%0.52%0.52%Q3 2023Q3 20231
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2023Q2 20231
Horizon Wealth Management, LLC 110.21%0.21%0.21%Q4 2021Q4 20211
TIAA TRUST, NATIONAL ASSOCIATION 110.57%0.57%0.57%Q3 2023Q3 20231
TRADITION ASSET MANAGEMENT LLC 110.08%0.08%0.08%Q2 2019Q2 20191
Jane Street Holding, LLC 110.05%0.05%0.05%Q2 2013Q2 20131
Highland Private Wealth Management 110.04%0.04%0.04%Q3 2021Q3 20211
Baron Financial Group, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
External links

This page lists all the filers that currently own SPDR INDEX SHS FDS or have owned SPDR INDEX SHS FDS in the past.