SPDR INDEX SHS FDS shareholder history

Current and past SPDR INDEX SHS FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.04%0.08%Q1 2012Q3 202346
Cetera Advisor Networks LLC 43430.00%0.19%0.68%Q1 2013Q3 202343
HUNTINGTON NATIONAL BANK 43430.00%0.10%0.48%Q1 2013Q3 202343
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.01%0.08%0.21%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
Gradient Investments LLC 42420.00%0.57%2.78%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.02%0.05%Q2 2013Q3 202342
Ancora Advisors LLC 42420.00%0.16%1.33%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202342
OARSMAN CAPITAL, INC. 42420.09%0.46%0.70%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.06%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.15%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.13%0.38%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.08%0.23%0.42%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.07%0.16%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.09%0.47%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.02%0.04%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
JONES FINANCIAL COMPANIES LLLP 41410.00%0.15%0.41%Q3 2013Q3 202341
MANUFACTURERS LIFE INSURANCE COMPANY, THE 24170.00%0.01%0.02%Q2 2013Q3 202341
Modera Wealth Management, LLC 40400.12%0.56%1.74%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.01%0.35%0.73%Q4 2013Q3 202340
FDx Advisors, Inc. 40400.01%0.23%1.38%Q4 2013Q3 202340
First Heartland Consultants, Inc. 27130.01%0.30%1.37%Q2 2013Q2 202340
NATIXIS ADVISORS, L.P. 3410.00%0.02%0.08%Q2 2013Q3 202340
SOL Capital Management CO 3910.08%0.30%0.47%Q2 2013Q3 202340
ARGI Investment Services, LLC 39390.01%1.46%5.31%Q2 2013Q4 202239
NOMURA ASSET MANAGEMENT CO LTD 1760.00%0.02%0.08%Q2 2013Q3 202339
Raymond James Financial Services Advisors, Inc. 3010.00%0.07%0.34%Q2 2013Q3 202339
Private Advisor Group, LLC 39390.00%0.08%0.30%Q1 2014Q3 202339
US BANCORP \DE\ 3360.00%0.00%0.01%Q2 2013Q3 202339
HSBC HOLDINGS PLC 27120.01%0.09%0.23%Q4 2013Q3 202339
BLAIR WILLIAM & CO/IL 3720.00%0.03%0.06%Q2 2013Q3 202339
Creative Planning 1820.00%0.00%0.00%Q2 2013Q3 202338
CITIGROUP INC 3410.00%0.00%0.00%Q2 2013Q3 202338
JPMORGAN CHASE & CO 2420.00%0.00%0.00%Q2 2013Q3 202338
Invesco Ltd. 37370.00%0.00%0.00%Q2 2013Q2 202237
Sequoia Financial Advisors, LLC 37370.01%5.28%14.44%Q3 2014Q3 202337
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
FC Advisory LLC 36360.13%3.13%5.19%Q1 2015Q4 202336
Dakota Wealth Management 35350.01%2.13%5.44%Q4 2014Q2 202335
Evanson Asset Management, LLC 2530.02%0.07%0.14%Q4 2013Q3 202335
Mariner, LLC 34340.01%0.16%0.44%Q2 2015Q3 202334
CWM, LLC 2680.00%0.01%0.10%Q1 2015Q3 202334
Baird Financial Group, Inc. 34340.00%0.01%0.02%Q2 2015Q3 202334
PITCAIRN CO 2590.03%0.12%0.62%Q4 2013Q3 202234
PICTET ASSET MANAGEMENT LTD 33330.00%0.01%0.02%Q2 2013Q2 202133
Hudock, Inc. 33330.00%2.83%8.16%Q3 2014Q3 202233
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%0.00%0.00%Q3 2014Q3 202333
JFS WEALTH ADVISORS, LLC 32320.49%2.10%3.42%Q4 2015Q3 202332
BRIGHTON JONES LLC 2660.10%0.33%0.64%Q3 2015Q3 202332
Geneos Wealth Management Inc. 31310.00%0.03%0.22%Q1 2016Q3 202331
Efficient Advisors, LLC 31310.18%0.57%1.09%Q1 2016Q3 202331
BUCKINGHAM STRATEGIC WEALTH, LLC 31310.01%0.10%0.35%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.05%0.15%Q4 2015Q3 202331
Waldron Private Wealth LLC 2830.22%0.81%2.55%Q4 2014Q3 202331
Cetera Advisors LLC 2830.00%0.17%0.92%Q2 2013Q3 202331
BlackRock Inc. 30300.00%0.00%0.00%Q4 2015Q1 202330
M&T BANK CORP 2460.00%0.01%0.04%Q3 2013Q3 202330
New England Private Wealth Advisors LLC 30300.19%0.40%0.63%Q4 2013Q1 202130
ALPHA WINDWARD LLC 30300.03%0.14%1.62%Q2 2013Q3 202030
First Allied Advisory Services, Inc. 30300.02%0.04%0.12%Q2 2013Q3 202030
Winslow, Evans & Crocker, Inc. 29290.00%0.00%0.00%Q4 2013Q4 202029
RAYMOND JAMES TRUST N.A. 2720.01%0.09%0.26%Q2 2013Q2 202329
M Holdings Securities, Inc. 2310.02%1.97%4.27%Q4 2013Q4 202229
HighTower Advisors, LLC 1620.00%0.01%0.03%Q2 2013Q3 202329
Voya Financial Advisors, Inc. 28280.02%0.93%3.63%Q1 2015Q4 202128
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.01%Q2 2013Q3 202328
AllSquare Wealth Management LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.00%0.04%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.03%0.18%Q4 2016Q3 202328
ProVise Management Group, LLC 28280.06%0.34%0.48%Q3 2013Q2 202028
Capital Analysts, LLC 2080.00%0.01%0.02%Q3 2016Q3 202328
Simplicity Solutions, LLC 2510.01%0.39%2.22%Q4 2014Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.04%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.00%0.01%0.12%Q4 2016Q3 202327
Cordasco Financial Network 27270.01%0.18%0.26%Q4 2015Q2 202227
BENJAMIN F. EDWARDS & COMPANY, INC. 2610.00%0.08%0.25%Q2 2013Q1 202127
Israel Discount Bank of New York 1790.25%0.53%0.93%Q1 2017Q3 202326
MPS Loria Financial Planners, LLC 26260.13%0.33%0.58%Q2 2017Q3 202326
INTERACTIVE FINANCIAL ADVISORS, INC. 810.00%0.05%0.23%Q1 2014Q1 202226
Advisory Alpha, LLC 2010.00%2.21%4.13%Q4 2013Q3 202026
MML INVESTORS SERVICES, LLC 26260.01%0.07%0.20%Q2 2017Q3 202326
Private Ocean, LLC 2010.02%0.08%0.21%Q4 2013Q3 202325
TD Capital Management LLC 25250.00%0.41%3.63%Q3 2013Q3 201925
Valmark Advisers, Inc. 2410.02%0.06%0.09%Q4 2015Q3 202325
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2010.00%0.00%0.01%Q1 2015Q1 202225
COURIER CAPITAL LLC 2140.02%0.04%0.08%Q4 2014Q1 202225
Arete Wealth Advisors, LLC 25250.06%0.26%0.44%Q4 2013Q4 201925
First Command Bank 2140.00%0.12%0.30%Q4 2016Q2 202325
Cetera Investment Advisers 14110.01%0.03%0.06%Q2 2017Q3 202325
First Command Financial Services, Inc. 2140.00%0.10%0.30%Q4 2016Q2 202325
AdvisorNet Financial, Inc 24240.00%0.13%0.32%Q4 2017Q3 202324
People's United Financial, Inc. 24240.00%0.32%1.04%Q2 2016Q1 202224
Front Row Advisors LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Larson Financial Group LLC 24240.02%0.55%2.42%Q4 2017Q3 202324
Alexandria Capital, LLC 24240.03%0.05%0.07%Q4 2015Q3 202124
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.02%0.06%Q4 2017Q3 202324
PDS Planning, Inc 24240.04%1.33%3.31%Q4 2017Q3 202324
RFG Advisory, LLC 24240.03%0.09%0.28%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Tortoise Investment Management, LLC 24240.00%0.00%0.01%Q2 2013Q1 201924
OPPENHEIMER ASSET MANAGEMENT INC. 23230.09%0.14%0.20%Q1 2017Q3 202223
Ironwood Wealth Management, LLC. 2210.00%0.09%0.40%Q3 2017Q3 202323
St. Louis Trust Co 2010.05%4.11%6.53%Q4 2015Q3 202223
STIFEL FINANCIAL CORP 1140.00%0.00%0.00%Q2 2014Q2 202223
INVESTMENT PARTNERS, LTD. 2120.10%0.69%1.32%Q4 2014Q1 202123
Westside Investment Management, Inc. 1210.00%0.03%0.09%Q4 2016Q4 202222
TCI Wealth Advisors, Inc. 22220.00%0.01%0.02%Q4 2017Q1 202322
Sarasin & Partners LLP 2110.00%0.15%0.24%Q4 2016Q1 202322
Jacobi Capital Management LLC 22220.00%0.00%0.01%Q2 2016Q3 202122
SHINE INVESTMENT ADVISORY SERVICES INC 1840.41%0.68%1.10%Q2 2014Q4 201922
Sandy Spring Bank 1810.00%0.00%0.00%Q2 2013Q4 202122
Stratos Wealth Partners, LTD. 1620.01%0.03%0.09%Q4 2014Q1 202322
NEXT Financial Group, Inc 1410.00%0.03%0.16%Q2 2014Q4 202122
DEUTSCHE BANK AG\ 1440.00%0.00%0.00%Q1 2014Q3 202222
Lester Murray Antman dba SimplyRich 1480.34%0.54%0.95%Q4 2017Q2 202322
Brand Asset Management Group, Inc. 22220.17%0.30%0.42%Q2 2018Q3 202322
CAHABA WEALTH MANAGEMENT, INC. 2020.07%0.66%2.63%Q3 2017Q3 202322
NewSquare Capital LLC 2010.00%0.29%0.92%Q2 2013Q3 202321
Fund Evaluation Group, LLC 1830.03%0.06%0.10%Q4 2017Q2 202321
Greytown Advisors Inc. 21210.28%0.44%0.56%Q4 2016Q4 202121
Mosaic Financial Partners, Inc. 21210.37%1.26%2.66%Q2 2013Q2 201821
BNP PARIBAS FINANCIAL MARKETS 2010.00%0.02%0.05%Q3 2015Q3 202221
Heritage Wealth Advisors 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.06%Q3 2018Q3 202321
COLONY GROUP LLC 1010.00%0.06%0.21%Q3 2014Q4 202221
Gradient Capital Advisors, LLC 20200.12%0.74%1.12%Q4 2017Q3 202220
Abacus Planning Group, Inc. 20200.37%0.57%0.77%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.02%0.42%2.30%Q4 2018Q3 202320
FMR LLC 1280.00%0.00%0.00%Q3 2018Q3 202320
Arkos Global Advisors 20200.20%0.48%0.93%Q4 2018Q3 202320
HHM Wealth Advisors, LLC 20200.38%1.93%3.70%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.01%0.48%0.79%Q4 2015Q3 202020
Carroll Financial Associates, Inc. 20200.00%0.02%0.14%Q3 2015Q2 202020
ALTFEST L J & CO INC 20200.21%0.33%0.46%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.01%Q4 2017Q3 202220
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%0.04%0.13%Q4 2014Q3 201920
Clearstead Advisors, LLC 1910.00%0.04%0.12%Q4 2016Q3 202320
Old Port Advisors 1810.11%0.41%0.70%Q2 2018Q3 202320
JANE STREET GROUP, LLC 510.00%0.02%0.08%Q1 2014Q2 202320
QUADRANT CAPITAL GROUP LLC 1090.00%0.01%0.03%Q3 2015Q2 202219
NORTHERN TRUST CORP 1270.00%0.00%0.00%Q4 2017Q4 202219
Simmons Bank 19190.05%0.10%0.34%Q1 2017Q3 202119
Wealthcare Advisory Partners LLC 1110.00%0.01%0.03%Q2 2016Q3 202319
Sharkey, Howes & Javer 1110.00%1.92%4.79%Q1 2015Q1 202019
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Asset Dedication, LLC 1810.00%0.01%0.07%Q4 2015Q3 202019
Boltwood Capital Management 1610.08%0.22%0.40%Q1 2017Q4 202319
TSFG, LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
SIGNATUREFD, LLC 1610.00%0.00%0.03%Q1 2014Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.04%0.61%2.50%Q1 2019Q3 202319
Commonwealth Equity Services, Inc 18180.01%0.03%0.06%Q2 2013Q3 201718
Mutual Advisors, LLC 18180.01%0.07%0.16%Q1 2019Q2 202318
Cable Hill Partners, LLC 18180.06%3.16%7.14%Q4 2014Q1 201918
AE Wealth Management LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
BARCLAYS PLC 1410.00%0.00%0.00%Q3 2014Q3 202318
Emery Howard Portfolio Management, Inc. 18180.07%2.02%3.52%Q2 2014Q3 201818
SVB WEALTH LLC 18180.06%0.17%0.35%Q2 2019Q3 202318
Savant Capital, LLC 18180.02%0.12%0.38%Q2 2019Q3 202318
Barrington Strategic Wealth Management Group LLC 18180.26%0.30%0.42%Q2 2013Q3 201718
Private Capital Group, LLC 18180.00%0.01%0.01%Q4 2017Q1 202218
CreativeOne Wealth, LLC 1710.01%0.06%0.11%Q4 2018Q2 202318
CAPTRUST FINANCIAL ADVISORS 1010.00%0.00%0.00%Q2 2017Q2 202218
Patriot Financial Group Insurance Agency, LLC 1610.00%0.02%0.05%Q4 2016Q2 202217
WFG Advisors, LP 17170.00%0.01%0.03%Q2 2013Q2 201717
Vantage Investment Advisors, LLC 17170.00%0.00%0.00%Q2 2014Q2 201817
iAB Financial Bank 17170.52%0.66%0.77%Q2 2013Q2 201717
Versant Capital Management, Inc 17170.02%0.03%0.04%Q4 2015Q4 201917
Aptus Capital Advisors, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.01%0.03%Q4 2019Q3 202316
USAdvisors Wealth Management, LLC 1240.22%1.21%3.91%Q4 2017Q3 202316
Banque Cantonale Vaudoise 16160.16%0.22%0.30%Q4 2019Q3 202316
Capital Investment Advisory Services, LLC 16160.00%0.00%0.00%Q4 2018Q3 202216
XML Financial, LLC 16160.50%0.92%1.77%Q4 2019Q3 202316
PRUDENTIAL FINANCIAL INC 880.00%0.00%0.00%Q3 2017Q4 202116
NATIONAL PLANNING CORP 16160.06%0.10%0.14%Q2 2013Q1 201716
McIlrath & Eck, LLC 16160.00%0.00%0.00%Q1 2019Q4 202216
FCG ADVISORS, LLC 1150.07%0.18%0.30%Q2 2013Q4 201916
FLAGSHIP HARBOR ADVISORS, LLC 16160.00%0.21%0.44%Q4 2016Q3 202016
BOYS ARNOLD & CO INC 16160.06%0.09%0.23%Q2 2016Q1 202016
Edge Capital Group, LLC 16160.03%0.07%0.27%Q4 2018Q3 202216
BALLAST ADVISORS LLC 16160.00%0.02%0.03%Q4 2019Q3 202316
Clarus Wealth Advisors 16160.18%0.22%0.29%Q2 2019Q1 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.03%0.05%0.10%Q4 2019Q3 202316
FINANCIAL CONSULATE, INC 16160.48%0.93%1.58%Q4 2014Q3 201816
PACIFIC CAPITAL WEALTH ADVISORS, INC 16160.12%0.20%0.34%Q4 2019Q3 202316
CONDOR CAPITAL MANAGEMENT 16160.58%0.64%0.71%Q2 2013Q1 201716
MATRIX PRIVATE CAPITAL GROUP LLC 16160.62%1.38%1.84%Q4 2019Q3 202316
CREATIVE FINANCIAL DESIGNS INC /ADV 1310.00%0.09%0.29%Q4 2016Q2 202315
Transamerica Financial Advisors, Inc. 410.00%0.01%0.07%Q2 2013Q2 201915
MSI Financial Services Inc 15150.02%0.17%0.40%Q2 2013Q4 201615
Newman Dignan & Sheerar, Inc. 15150.01%0.16%0.24%Q2 2013Q4 201615
N.E.W. Advisory Services LLC 1410.03%0.12%0.44%Q4 2019Q3 202315
Koshinski Asset Management, Inc. 720.01%0.06%0.10%Q1 2017Q1 202215
Sowell Financial Services LLC 1050.03%0.05%0.07%Q3 2019Q3 202315
One Capital Management, LLC 960.02%0.10%0.20%Q3 2017Q3 202315
BAILARD, INC. 15150.01%0.02%0.16%Q1 2020Q3 202315
Disciplined Investments, LLC 15150.00%0.02%0.16%Q4 2019Q2 202315
Capstone Financial Advisors, Inc. 15150.08%0.22%0.26%Q1 2020Q3 202315
Retirement Group, LLC 1410.01%0.01%0.03%Q4 2019Q3 202315
Sheaff Brock Investment Advisors, LLC 15150.03%0.04%0.05%Q4 2015Q2 201915
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
Citadel Advisors 410.00%0.00%0.00%Q3 2015Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.04%Q2 2016Q4 201915
Independence Bank of Kentucky 15150.00%0.02%0.09%Q1 2019Q3 202215
Tradewinds Capital Management, LLC 710.00%0.90%4.83%Q2 2015Q1 202315
Cornerstone Wealth Management, LLC 1010.04%0.08%0.20%Q1 2016Q1 202015
OSAIC HOLDINGS, INC. 15150.01%0.01%0.01%Q1 2020Q3 202315
CI INVESTMENTS INC. 15150.02%0.04%0.05%Q2 2016Q4 201915
WASHINGTON TRUST Co 1310.00%0.00%0.00%Q2 2018Q1 202314
FIRST FINANCIAL CORP /IN/ 14140.00%0.10%0.25%Q2 2013Q3 201614
DFPG INVESTMENTS, LLC 14140.09%0.23%0.63%Q4 2018Q1 202214
MCF Advisors LLC 14140.00%0.01%0.01%Q2 2012Q3 201514
JNBA Financial Advisors 1310.00%0.00%0.03%Q3 2016Q2 202214
NewEdge Advisors, LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Rockefeller Capital Management L.P. 14140.00%0.00%0.00%Q3 2019Q4 202214
American Financial Advisors, LLC 14140.03%0.09%0.28%Q4 2018Q1 202214
Rosenberg Matthew Hamilton 14140.00%0.00%0.01%Q2 2020Q3 202314
Rinet Co LLC 14140.93%6.40%10.07%Q2 2015Q3 201814
Ironsides Asset Advisors, LLC 14140.82%1.11%1.57%Q2 2014Q3 201714
Legacy Private Trust Co. 1220.03%1.59%5.14%Q2 2013Q4 201614
Hanson & Doremus Investment Management 14140.00%0.00%0.00%Q2 2013Q3 201614
Concert Wealth Management Inc. 1120.04%0.33%2.57%Q2 2014Q3 201713
Guidant Wealth Advisors 13130.30%0.58%1.03%Q3 2016Q3 201913
C-J Advisory, Inc. 13130.01%1.64%2.80%Q3 2016Q3 201913
Aveo Capital Partners, LLC 13130.10%0.12%0.14%Q4 2016Q4 201913
LifePlan Financial Group, Inc 1120.00%0.03%0.06%Q4 2013Q3 202013
Intelligence Driven Advisers, LLC 13130.04%1.02%1.89%Q4 2018Q4 202113
BOKF, NA 13130.01%0.01%0.02%Q3 2015Q3 201813
Key FInancial Inc 1210.00%0.00%0.00%Q1 2020Q3 202313
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 13130.00%0.00%0.00%Q4 2015Q4 201813
Kestra Advisory Services, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
SII INVESTMENTS INC/WI 13130.03%0.11%0.59%Q3 2014Q3 201713
Sargent Bickham Lagudis LLC 1110.00%0.00%0.01%Q2 2016Q3 202212
MERCER GLOBAL ADVISORS INC /ADV 12120.01%0.02%0.04%Q4 2020Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.22%0.27%0.37%Q4 2020Q3 202312
Mirae Asset Global Investments Co., Ltd. 530.00%0.01%0.03%Q3 2016Q4 201912
Cerity Partners LLC 12120.00%0.06%0.11%Q4 2020Q3 202312
Prairiewood Capital, LLC 12122.96%3.86%4.29%Q4 2020Q3 202312
Orin Green Financial, LLC 12122.06%2.84%3.58%Q4 2020Q3 202312
Live Your Vision, LLC 1110.03%0.04%0.05%Q3 2015Q1 201912
CREDIT SUISSE AG/ 12120.00%0.00%0.01%Q1 2013Q4 201512
Barber Financial Group, Inc. 840.06%0.23%0.47%Q4 2016Q4 201912
CONSULTIVA WEALTH MANAGEMENT, CORP. 910.80%0.90%1.06%Q2 2019Q3 202312
ACCURATE INVESTMENT SOLUTIONS, INC. 1010.04%0.37%2.48%Q4 2015Q1 202012
Aldebaran Financial Inc. 12120.20%0.22%0.26%Q4 2013Q3 201612
Lido Advisors, LLC 520.00%0.01%0.03%Q1 2019Q3 202312
Psagot Value Holdings Ltd. 1110.00%0.00%0.01%Q2 2013Q4 201612
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Merriman Wealth Management, LLC 530.02%0.43%2.08%Q4 2015Q3 202312
Iron Horse Wealth Management, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Advisory Services Network, LLC 420.00%0.00%0.01%Q3 2017Q1 202312
Boston Standard Wealth Management, LLC 12122.98%3.74%4.80%Q4 2014Q3 201712
COLDSTREAM CAPITAL MANAGEMENT INC 12120.03%0.87%1.98%Q2 2015Q1 201812
Sage Mountain Advisors LLC 11110.00%0.01%0.04%Q1 2021Q3 202311
AlphaStar Capital Management, LLC 920.10%0.59%2.62%Q2 2017Q2 202011
Bogart Wealth, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
PARK AVENUE SECURITIES LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
CIBC BANK USA 11110.06%0.13%0.28%Q2 2013Q4 201511
Stonebridge Capital Advisors LLC 650.00%0.00%0.00%Q2 2019Q2 202211
TRUEWEALTH LLC 11110.23%0.35%0.45%Q4 2017Q2 202011
TELEMUS CAPITAL, LLC 920.03%0.08%0.34%Q3 2015Q4 201911
CURIAN CAPITAL LLC 11110.20%0.50%0.80%Q2 2013Q4 201511
Laurel Wealth Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Sterling Investment Advisors, Ltd. 11110.01%0.01%0.01%Q4 2019Q2 202211
Faithward Advisors, LLC 11110.00%0.01%0.03%Q4 2019Q2 202211
Fortis Advisors, LLC 11110.00%0.03%0.08%Q4 2017Q2 202011
Strategic Family Wealth Counselors, L.L.C. 1010.10%0.81%1.50%Q4 2018Q2 202211
Cedar Wealth Management, LLC 11110.01%0.04%0.10%Q1 2020Q3 202211
Hills Bank & Trust Co 11110.02%0.65%1.01%Q1 2021Q3 202311
McAdam, LLC 11110.14%1.81%2.84%Q4 2016Q2 201911
Physician Wealth Advisors, Inc. 10100.10%0.16%0.29%Q3 2019Q4 202110
Regal Investment Advisors LLC 10100.01%0.03%0.06%Q2 2013Q3 201510
Renaissance Technologies 520.00%0.00%0.00%Q1 2018Q3 202210
MONEYWISE, INC. 10100.17%0.20%0.23%Q3 2017Q4 201910
SG Americas Securities, LLC 310.00%0.01%0.04%Q2 2015Q2 201910
PINNACLE FINANCIAL PARTNERS INC 10100.01%0.01%0.01%Q4 2020Q1 202310
Strategic Wealth Partners, Ltd. 10100.00%0.20%0.51%Q4 2017Q1 202010
Emerson Wealth, LLC 10104.36%5.09%6.05%Q1 2020Q2 202210
McNamara Financial Services, Inc. 10100.08%0.11%0.18%Q1 2021Q2 202310
Fusion Family Wealth LLC 10100.00%0.07%0.22%Q1 2017Q2 201910
Castleview Partners, LLC 810.00%0.51%2.71%Q1 2018Q3 202310
SUNTRUST BANKS INC 510.00%0.01%0.02%Q4 2014Q1 201910
MUFG Americas Holdings Corp 730.00%0.00%0.00%Q4 2010Q3 202210
PRIVATE CAPITAL MANAGEMENT LLC 10100.06%0.21%0.38%Q1 2020Q2 202210
Kistler-Tiffany Companies, LLC 10100.01%0.01%0.01%Q2 2016Q3 201810
CFS Investment Advisory Services, LLC 910.03%0.05%0.11%Q4 2020Q3 202310
Rappaport Reiches Capital Management, LLC 10101.34%2.57%4.57%Q2 2021Q3 202310
HC FINANCIAL ADVISORS INC 10100.02%0.02%0.02%Q1 2020Q2 202210
Claraphi Advisory Network, LLC 10100.11%0.27%0.38%Q4 2017Q1 202010
Omnia Family Wealth, LLC 10100.02%0.02%0.04%Q4 2016Q1 201910
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
PFG Advisors 640.02%0.07%0.21%Q2 2018Q1 202210
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 10100.03%0.04%0.05%Q1 2021Q2 202310
First Horizon Advisors, Inc. 610.00%0.00%0.00%Q1 2017Q3 202310
Huber Financial Advisors, LLC 10100.37%1.12%1.72%Q4 2017Q1 202010
Orion Portfolio Solutions, LLC 820.00%0.01%0.02%Q1 2020Q3 202310
Sound Income Strategies, LLC 710.00%0.00%0.01%Q3 2018Q3 202310
Regent Peak Wealth Advisors LLC 510.07%0.11%0.20%Q4 2019Q3 20239
Portfolio Solutions, LLC 990.01%0.05%0.07%Q1 2016Q1 20189
Centric Wealth Management 630.09%0.25%0.64%Q4 2018Q1 20229
Virtu KCG Holdings LLC 310.01%0.02%0.07%Q3 2013Q2 20179
UBS ASSET MANAGEMENT AMERICAS INC 720.00%0.00%0.00%Q1 2017Q3 20199
361 CAPITAL LLC 990.08%0.11%0.17%Q2 2018Q2 20209
Certified Advisory Corp 990.00%0.01%0.02%Q4 2017Q4 20199
FLAGSTAR ADVISORS INC 990.11%0.17%0.23%Q3 2021Q3 20239
Blue Chip Partners, LLC 990.05%0.07%0.09%Q4 2014Q4 20169
FLPUTNAM INVESTMENT MANAGEMENT CO 990.01%0.01%0.01%Q2 2020Q2 20229
Livingston Group Asset Management CO (operating as Southport Capital Management) 810.05%0.08%0.11%Q4 2019Q1 20229
ASSETMARK, INC 310.00%0.00%0.01%Q2 2014Q3 20229
Professional Financial Advisors, LLC 990.01%0.02%0.03%Q3 2020Q3 20229
Virtu Financial LLC 310.01%0.03%0.05%Q2 2018Q2 20239
Brinker Capital Investments, LLC 720.00%0.00%0.00%Q3 2014Q2 20199
OLD NATIONAL BANCORP /IN/ 990.01%0.01%0.02%Q4 2014Q4 20169
MANAGED ACCOUNT ADVISORS LLC 990.01%0.02%0.05%Q2 2013Q2 20159
Ten Capital Wealth Advisors, LLC 880.01%0.01%0.01%Q2 2021Q1 20238
CPWM, LLC 880.04%0.07%0.12%Q1 2018Q4 20198
Aquire Wealth Advisors, LLC 880.26%0.37%0.50%Q4 2021Q3 20238
Squar Milner Financial Services LLC 710.16%0.26%0.36%Q4 2017Q4 20198
Efficient Market Advisors, LLC 880.00%0.00%0.00%Q3 2013Q2 20158
FARMERS & MERCHANTS INVESTMENTS INC 880.00%0.00%0.00%Q4 2013Q3 20158
CENTAURUS FINANCIAL, INC. 710.02%0.12%0.21%Q4 2017Q4 20198
Ranch Capital Advisors Inc. 880.04%0.04%0.05%Q4 2019Q3 20218
CBIZ Investment Advisory Services, LLC 880.01%0.03%0.09%Q4 2019Q3 20218
PANAGORA ASSET MANAGEMENT INC 510.01%0.02%0.05%Q3 2013Q4 20168
CWH Capital Management, Inc. 880.47%1.40%1.85%Q1 2015Q4 20168
EDMOND DE ROTHSCHILD HOLDING S.A. 880.00%0.00%0.00%Q2 2015Q1 20178
McKinley Carter Wealth Services, Inc. 620.80%3.43%4.77%Q2 2014Q4 20188
AT Bancorp 880.72%1.75%2.43%Q1 2016Q4 20178
Quent Capital, LLC 881.50%1.88%2.00%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.05%0.06%0.06%Q4 2021Q3 20238
Brooklyn FI, LLC 881.08%1.57%2.20%Q4 2021Q3 20238
PRIVATE TRUST CO NA 440.00%0.01%0.01%Q4 2013Q1 20238
Alhambra Investment Management LLC 880.17%0.68%2.14%Q1 2021Q4 20228
DHK Financial Advisors, Inc. 881.33%1.80%2.39%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.12%0.13%0.15%Q2 2013Q1 20158
INVESTMENT CENTERS OF AMERICA INC 880.02%0.03%0.03%Q3 2015Q2 20178
BALASA DINVERNO & FOLTZ LLC 510.02%0.03%0.06%Q3 2015Q2 20228
Qube Research & Technologies Ltd 410.00%0.01%0.09%Q1 2021Q3 20238
Joseph Group Capital Management 880.04%1.29%2.62%Q4 2021Q3 20238
Financial Architects, Inc 620.00%0.01%0.03%Q1 2015Q2 20178
WEBSTER BANK, N. A. 880.00%0.00%0.01%Q4 2021Q3 20238
J.W. COLE ADVISORS, INC. 710.02%0.03%0.04%Q2 2021Q2 20238
Avior Wealth Management, LLC 410.00%0.00%0.00%Q4 2016Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.01%0.01%0.02%Q2 2013Q1 20158
Almanack Investment Partners, LLC. 440.03%0.04%0.06%Q3 2021Q3 20238
Lenox Wealth Management, Inc. 880.08%0.12%0.16%Q4 2015Q3 20178
Intellectus Partners, LLC 770.01%0.01%0.01%Q1 2017Q3 20187
Montecito Bank & Trust 770.13%0.34%1.03%Q2 2016Q4 20177
FormulaFolio Investments, LLC 770.04%0.32%0.50%Q3 2018Q1 20207
Ledyard National Bank 770.00%0.02%0.07%Q1 2014Q3 20157
Argentus Capital Management, LLC 520.00%0.08%0.18%Q2 2014Q3 20167
Roble, Belko & Company, Inc 770.01%0.01%0.02%Q1 2019Q3 20207
Realta Investment Advisors 320.00%0.00%0.00%Q2 2019Q3 20237
Baystate Wealth Management LLC 430.00%0.00%0.00%Q2 2017Q1 20197
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.01%0.02%Q1 2021Q4 20227
Edge Advisors, LLC 770.10%0.11%0.12%Q4 2016Q2 20187
FLOW TRADERS U.S. LLC 310.02%0.04%0.14%Q4 2013Q3 20237
Parisi Gray Wealth Management 610.02%0.03%0.04%Q4 2017Q2 20217
Valeo Financial Advisors, LLC 770.00%0.01%0.02%Q2 2018Q4 20197
SeaCrest Wealth Management, LLC 610.01%0.01%0.02%Q4 2017Q2 20227
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 771.62%2.21%2.63%Q4 2015Q2 20177
Charter Oak Capital Management, LLC 770.02%0.03%0.03%Q4 2020Q2 20227
Jackson Creek Investment Advisors LLC 770.10%0.22%0.26%Q3 2020Q1 20227
MONETA GROUP INVESTMENT ADVISORS LLC 770.03%0.05%0.07%Q2 2018Q4 20197
WESBANCO BANK INC 410.01%0.04%0.14%Q3 2014Q2 20197
WHITENER CAPITAL MANAGEMENT, INC. 520.02%0.02%0.03%Q4 2017Q3 20197
AlphaMark Advisors, LLC 770.38%0.41%0.44%Q2 2013Q4 20147
Maxim Capital Management LLC 772.66%3.48%3.90%Q4 2018Q2 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.13%0.23%0.45%Q2 2013Q4 20147
WealthPLAN Partners, LLC 210.00%0.47%1.40%Q1 2015Q2 20237
SEAVIEW INVESTMENT MANAGERS LLC 770.07%0.20%0.37%Q4 2021Q2 20237
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.04%Q1 2017Q4 20207
Main Street Financial Solutions, LLC 770.03%0.10%0.16%Q4 2020Q2 20227
MANCHESTER FINANCIAL INC 610.00%0.00%0.00%Q2 2019Q1 20217
Carmichael Hill & Associates, Inc. 770.01%0.01%0.01%Q4 2019Q2 20217
ROPES WEALTH ADVISORS LLC 770.00%0.00%0.00%Q1 2016Q3 20177
Avantax Planning Partners, Inc. 610.01%0.03%0.06%Q4 2016Q3 20187
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
FIRST MANHATTAN CO. LLC. 430.00%0.00%0.00%Q1 2020Q1 20227
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q2 2018Q3 20237
Atria Investments, Inc 660.03%0.04%0.06%Q4 2016Q1 20186
Integrity Financial Corp /WA 660.00%0.01%0.01%Q4 2021Q1 20236
SEI INVESTMENTS CO 510.00%0.00%0.00%Q4 2015Q2 20186
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Nan Shan Life Insurance Co., Ltd. 660.04%0.04%0.05%Q3 2017Q4 20186
Gerstein Fisher 330.04%0.07%0.08%Q1 2015Q3 20166
Capital Directions Investment Advisors, LLC 510.01%0.06%0.07%Q4 2017Q4 20196
Private Advisory Group LLC 420.16%0.36%0.59%Q1 2017Q1 20196
WESCAP Management Group, Inc. 660.13%0.29%0.36%Q2 2017Q3 20186
CARDIFF PARK ADVISORS, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Heritage Trust Co 660.01%0.01%0.01%Q3 2017Q4 20186
Verus Financial Partners, Inc. 510.14%1.03%1.72%Q2 2013Q3 20206
SHAKESPEARE WEALTH MANAGEMENT, INC. 510.14%0.61%0.76%Q4 2018Q2 20206
B. Riley Wealth Management, Inc. 660.02%0.03%0.03%Q1 2014Q2 20156
IHT Wealth Management, LLC 660.00%0.01%0.02%Q4 2016Q1 20186
FSM Wealth Advisors, LLC 661.17%1.53%2.06%Q2 2022Q3 20236
Tactical Allocation Group LLC 663.06%3.69%4.34%Q1 2015Q2 20166
KMS FINANCIAL SERVICES, INC 660.05%0.09%0.13%Q2 2013Q3 20146
FAS Wealth Partners, Inc. 660.02%0.06%0.10%Q2 2022Q3 20236
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 330.00%0.00%0.00%Q2 2015Q4 20166
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 660.02%0.02%0.02%Q2 2020Q3 20216
Counsel Portfolio Services Inc. 310.11%0.46%0.95%Q3 2013Q2 20166
HOWE & RUSLING INC 510.00%0.00%0.01%Q1 2014Q3 20226
Oakwell Private Wealth Management, LLC 330.16%0.39%0.56%Q4 2020Q1 20236
Bedel Financial Consulting, Inc. 660.00%0.00%0.00%Q3 2018Q4 20196
MAI Capital Management 510.00%0.01%0.02%Q2 2018Q4 20216
GIRARD SECURITIES, INC. 660.19%0.25%0.30%Q4 2015Q1 20176
FIRST MERCHANTS CORP 660.05%0.10%0.16%Q3 2017Q4 20186
GREAT VALLEY ADVISOR GROUP, INC. 660.03%0.03%0.03%Q2 2022Q3 20236
Rehmann Capital Advisory Group 660.03%0.04%0.08%Q1 2018Q2 20196
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Ameritas Investment Company, LLC 320.00%0.02%0.03%Q4 2018Q1 20205
CoreCap Advisors, LLC 550.02%0.04%0.09%Q4 2021Q4 20225
Omega Financial Group, LLC 551.73%1.81%1.97%Q4 2018Q4 20195
GYL FINANCIAL SYNERGIES, LLC 550.04%0.07%0.11%Q3 2022Q3 20235
Private Vista, LLC 410.07%0.19%0.28%Q3 2017Q4 20185
MYCIO WEALTH PARTNERS, LLC 550.01%0.01%0.01%Q1 2015Q1 20165
Institute for Wealth Management, LLC. 320.15%0.17%0.20%Q2 2017Q3 20185
Freestone Capital Holdings, LLC 550.02%0.04%0.04%Q3 2015Q3 20165
Joel Isaacson & Co., LLC 550.01%0.01%0.01%Q3 2015Q3 20165
Morton Brown Family Wealth, LLC 550.00%0.13%0.24%Q2 2022Q2 20235
Allianz Asset Management GmbH 550.00%0.01%0.01%Q3 2015Q3 20165
Formidable Asset Management, LLC 550.01%0.01%0.02%Q4 2014Q4 20155
Zullo Investment Group, Inc. 550.03%0.04%0.05%Q4 2021Q4 20225
Bank of Kentucky, Inc. 550.00%0.00%0.00%Q3 2013Q3 20145
QUANTUM CAPITAL MANAGEMENT 550.04%0.05%0.09%Q3 2019Q3 20205
AFFINITY WEALTH MANAGEMENT LLC 550.11%0.13%0.18%Q4 2018Q4 20195
Long Wharf Investors, Inc. 551.64%2.72%3.77%Q2 2013Q2 20145
Continuum Advisory, LLC 550.15%0.17%0.21%Q4 2018Q4 20195
EverSource Wealth Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Placemark Investments, Inc. 320.00%0.03%0.08%Q2 2013Q4 20145
TRUIST FINANCIAL CORP 410.00%0.00%0.00%Q1 2022Q3 20235
Strategic Capital Group LLC 550.20%0.55%1.18%Q2 2013Q2 20145
PEAPACK GLADSTONE FINANCIAL CORP 550.00%0.01%0.02%Q1 2021Q1 20225
Foster Victor Wealth Advisors, LLC 320.17%0.61%0.95%Q2 2019Q4 20215
WHITTIER TRUST CO 550.00%0.00%0.00%Q3 2021Q3 20225
Princeton Global Asset Management LLC 320.00%0.00%0.00%Q3 2019Q3 20235
Lake Point Wealth Management 550.00%0.02%0.06%Q2 2021Q2 20225
OLD MISSION CAPITAL LLC 210.01%0.23%0.48%Q1 2017Q2 20235
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 410.00%0.00%0.00%Q1 2022Q3 20235
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 410.00%0.00%0.00%Q2 2013Q4 20155
Meridian Wealth Management, LLC 550.02%0.03%0.04%Q2 2022Q2 20235
Stonehearth Capital Management, LLC 550.92%0.96%1.07%Q4 2014Q4 20155
Integrated Wealth Concepts LLC 320.01%0.02%0.05%Q1 2019Q3 20235
Hayden Royal, LLC 210.30%0.34%0.39%Q4 2019Q2 20215
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
1834 INVESTMENT ADVISORS CO 550.01%0.01%0.01%Q4 2017Q4 20185
BALDWIN BROTHERS LLC/MA 410.00%0.00%0.00%Q1 2016Q3 20175
Beacon Pointe Wealth Advisors, LLC 550.08%0.10%0.14%Q4 2018Q4 20195
Integrated Wealth Management 550.00%0.00%0.00%Q3 2015Q3 20165
Baker Avenue Asset Management, LP 550.01%0.03%0.08%Q3 2022Q3 20235
Allworth Financial LP 310.00%0.00%0.00%Q3 2016Q3 20235
CITY HOLDING CO 550.01%0.01%0.01%Q4 2014Q4 20155
Equitable Holdings, Inc. 310.00%0.01%0.01%Q4 2019Q1 20234
D.A. DAVIDSON & CO. 440.00%0.00%0.00%Q3 2016Q2 20174
Klingman & Associates, LLC 440.07%0.07%0.08%Q1 2019Q4 20194
Signature Wealth Management Group 440.00%0.01%0.01%Q4 2017Q3 20184
Selective Wealth Management, Inc. 210.00%0.01%0.02%Q3 2018Q3 20224
COMERICA BANK 210.00%0.00%0.00%Q2 2013Q3 20234
Financial Freedom, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
NATIONAL BANK OF CANADA /FI/ 440.00%0.00%0.00%Q4 2021Q3 20224
PATHSTONE FAMILY OFFICE, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 440.00%0.00%0.00%Q1 2016Q4 20164
LINCOLN NATIONAL CORP 310.01%0.01%0.01%Q4 2016Q4 20174
Krilogy Financial LLC 310.00%0.00%0.00%Q3 2017Q3 20184
Moss Adams Wealth Advisors LLC 440.15%0.43%0.92%Q4 2022Q3 20234
Total Wealth Planning, LLC 440.32%0.37%0.40%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.01%0.01%0.02%Q1 2019Q1 20204
Avidian Wealth Solutions, LLC 440.39%0.44%0.48%Q4 2022Q3 20234
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 440.12%0.15%0.17%Q1 2017Q4 20174
Paulson Wealth Management Inc. 440.38%0.41%0.44%Q4 2017Q3 20184
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2015Q4 20224
Chicago Partners Investment Group LLC 220.00%0.01%0.02%Q2 2018Q4 20214
Bison Wealth, LLC 210.01%0.08%0.28%Q1 2020Q1 20224
PALLADIEM, LLC 442.17%3.00%3.34%Q4 2014Q3 20154
Stanford Investment Group, Inc. 440.01%0.01%0.01%Q1 2016Q4 20164
Mercer Investments LLC 220.23%0.64%1.12%Q1 2015Q1 20164
RFP Financial Group LLC 440.02%0.04%0.07%Q4 2022Q3 20234
PICTET ASSET MANAGEMENT SA 440.00%0.00%0.00%Q3 2021Q2 20224
BDO Wealth Advisors, LLC 310.00%0.09%0.27%Q4 2018Q4 20214
Sound Stewardship, LLC 440.34%0.38%0.45%Q4 2022Q3 20234
Arkadios Wealth Advisors 220.00%0.00%0.00%Q4 2019Q3 20214
Farther Finance Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Truvestments Capital LLC 310.01%0.02%0.05%Q3 2018Q3 20194
MARK SHEPTOFF FINANCIAL PLANNING, LLC 440.00%0.00%0.00%Q3 2016Q2 20174
Edmonds Duncan Registered Investment Advisors, LLC 440.10%0.11%0.12%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Allegis Investment Advisors, LLC 440.12%0.15%0.17%Q4 2015Q3 20164
Vista Private Wealth Partners. LLC 310.02%0.20%0.31%Q3 2017Q3 20194
HL FINANCIAL SERVICES LLC 220.00%0.00%0.01%Q3 2016Q1 20184
ETRADE Capital Management LLC 440.01%0.02%0.02%Q2 2013Q1 20144
Lenox Wealth Advisors, LLC 310.00%0.00%0.00%Q2 2020Q3 20214
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.00%0.00%Q3 2018Q2 20194
Quad-Cities Investment Group, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
PAX Financial Group, LLC 440.22%0.32%0.53%Q4 2019Q3 20204
Strategic Capital Alternatives LLC 310.00%0.08%0.31%Q3 2014Q3 20154
Bernardo Wealth Planning LLC 440.13%0.16%0.17%Q1 2019Q4 20194
Tilson Financial Group, Inc. 440.32%0.61%0.91%Q4 2022Q3 20234
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
Mascoma Wealth Management LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Wagner Wealth Management, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
US FINANCIAL ADVISORS, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.00%0.01%Q1 2018Q3 20183
Berman Capital Advisors, LLC 330.02%0.03%0.03%Q1 2020Q3 20203
OPTIMUM INVESTMENT ADVISORS 330.00%0.00%0.00%Q3 2014Q1 20153
ASPIRIANT, LLC 330.02%0.02%0.02%Q4 2021Q2 20223
Ford Financial Group, LLC 110.00%0.01%0.03%Q4 2017Q4 20213
Flagship Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2014Q4 20153
SIMON QUICK ADVISORS, LLC 330.03%0.04%0.05%Q1 2017Q3 20173
Financial Advocates Investment Management 330.06%0.06%0.06%Q4 2017Q2 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
Opes Advisors Inc 330.37%0.39%0.42%Q4 2016Q2 20173
EP Wealth Advisors, LLC 330.02%0.02%0.02%Q4 2019Q2 20203
CANADA PENSION PLAN INVESTMENT BOARD 330.03%0.04%0.04%Q4 2019Q2 20203
Ironwood Financial, llc 330.01%0.02%0.03%Q1 2015Q3 20153
Consolidated Portfolio Review Corp 330.09%0.12%0.19%Q1 2023Q3 20233
Beaird Harris Wealth Management, LLC 330.00%0.01%0.01%Q4 2021Q2 20223
Janney Montgomery Scott LLC 110.01%0.02%0.02%Q4 2016Q4 20223
Canton Hathaway, LLC 330.01%0.01%0.01%Q3 2018Q1 20193
WP Advisors, LLC 210.04%0.04%0.05%Q2 2018Q1 20193
AdvicePeriod, LLC 330.04%0.06%0.06%Q1 2018Q3 20183
Kohmann Bosshard Financial Services, LLC 330.04%0.05%0.08%Q2 2019Q4 20193
BIP Wealth, LLC 330.21%0.36%0.58%Q1 2023Q3 20233
CLIENT 1ST ADVISORY GROUP, LLC 330.18%0.45%0.80%Q4 2019Q2 20203
Genesis Wealth Advisors, LLC 330.03%0.03%0.04%Q4 2014Q2 20153
Balentine LLC 110.00%0.02%0.06%Q1 2015Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
O'Brien Wealth Partners LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Greenwich Wealth Management LLC 330.04%0.12%0.26%Q1 2016Q3 20163
Nadler Financial Group, Inc. 330.04%0.04%0.04%Q4 2020Q2 20213
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.00%0.00%0.00%Q1 2018Q3 20183
JOYN Advisors, Inc. 330.00%0.00%0.01%Q2 2018Q4 20183
SignalPoint Asset Management, LLC 330.60%0.83%1.03%Q2 2013Q4 20133
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
Gainplan LLC 330.33%0.42%0.56%Q2 2019Q4 20193
Great Waters Wealth Management 331.10%1.20%1.31%Q4 2022Q2 20233
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.00%0.00%Q2 2017Q1 20213
Carnegie Capital Asset Management, LLC 330.01%0.01%0.02%Q2 2019Q4 20193
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Ellis Investment Partners, LLC 330.01%0.01%0.02%Q2 2019Q4 20193
DOHJ, LLC 330.14%0.17%0.21%Q2 2021Q4 20213
MGO ONE SEVEN LLC 210.01%0.01%0.01%Q4 2017Q4 20183
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 330.01%0.01%0.02%Q3 2017Q1 20183
WASHINGTON TRUST BANK 330.00%0.00%0.00%Q2 2015Q4 20153
Acorn Wealth Advisors, LLC 330.04%0.04%0.05%Q4 2017Q2 20183
Horan Capital Advisors, LLC. 210.00%0.00%0.01%Q3 2017Q4 20193
Sigma Planning Corp 330.03%0.04%0.04%Q4 2014Q2 20153
WIPFLI FINANCIAL ADVISORS LLC, 330.05%0.06%0.06%Q1 2022Q3 20223
GW&K Investment Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Chevy Chase Trust Holdings, LLC 330.00%0.00%0.00%Q2 2014Q4 20143
SigFig Wealth Management, LLC 330.03%0.04%0.04%Q4 2018Q2 20193
Rossmore Private Capital 330.17%0.23%0.27%Q4 2017Q2 20183
REGATTA CAPITAL GROUP, LLC 220.11%0.11%0.11%Q4 2021Q1 20222
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.01%0.01%Q1 2021Q2 20222
ERTS Wealth Advisors, LLC 220.07%0.11%0.15%Q4 2018Q1 20192
Solstein Capital, LLC 220.00%0.00%0.01%Q3 2021Q4 20212
Jane Street Holding, LLC 220.00%0.01%0.02%Q2 2013Q3 20132
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Holistic Financial Partners 220.06%0.06%0.06%Q4 2017Q1 20182
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Ken Stern & Associates, Inc. 220.10%0.12%0.13%Q2 2018Q3 20182
Sonora Investment Management, LLC 110.00%0.00%0.00%Q1 2018Q3 20212
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Rooted Wealth Advisors, Inc. 220.58%0.61%0.64%Q4 2022Q1 20232
OLD SECOND NATIONAL BANK OF AURORA 220.00%0.00%0.00%Q1 2019Q2 20192
Verger Capital Management LLC 220.80%0.98%1.16%Q2 2015Q3 20152
WILMINGTON TRUST CO 110.01%0.01%0.01%Q2 2013Q2 20142
Walkner Condon Financial Advisors LLC 110.06%0.17%0.28%Q4 2019Q2 20232
FIFTH THIRD SECURITIES, INC. 220.03%0.03%0.03%Q3 2021Q4 20212
Belvedere Advisors LLC 220.15%0.67%1.19%Q1 2019Q2 20192
Psagot Value Holdings Ltd. / (Israel) 220.01%0.01%0.01%Q3 2022Q4 20222
FIRST NATIONAL CORP /MA/ /ADV 220.05%0.05%0.05%Q4 2018Q1 20192
Semmax Financial Advisors Inc. 110.00%0.00%0.01%Q4 2018Q1 20212
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2018Q3 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q4 2018Q1 20192
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q2 2020Q3 20202
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.01%Q4 2018Q4 20222
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.01%Q1 2013Q3 20232
Beacon Financial Advisory LLC 220.12%0.14%0.15%Q4 2021Q1 20222
FIL Ltd 220.00%0.00%0.00%Q3 2018Q4 20182
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Wilmington Trust, National Association 220.02%0.02%0.03%Q1 2014Q2 20142
IBERIABANK CORP 220.07%0.07%0.08%Q3 2017Q4 20172
ICA Group Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Global Wealth Management Investment Advisory, Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
Occidental Asset Management, LLC 220.44%0.45%0.47%Q3 2017Q4 20172
Itau USA Asset Management Inc. 111.02%1.06%1.10%Q1 2014Q3 20152
TORONTO DOMINION BANK 110.00%0.00%0.00%Q3 2016Q2 20222
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2014Q3 20152
VOYA INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2013Q3 20132
S.A. Mason LLC 220.02%0.02%0.02%Q4 2019Q1 20202
Waverly Advisors, LLC 220.00%0.00%0.00%Q3 2013Q4 20132
Silicon Valley Capital Partners 220.00%0.00%0.00%Q2 2023Q3 20232
Brookstone Capital Management 220.00%0.00%0.01%Q2 2015Q3 20152
Stevens First Principles Investment Advisors 223.08%3.18%3.28%Q2 2016Q3 20162
Advisors Preferred, LLC 110.04%0.25%0.45%Q2 2014Q4 20212
V Wealth Advisors LLC 220.22%0.23%0.24%Q1 2017Q2 20172
Aspire Private Capital, LLC 220.01%0.02%0.04%Q2 2023Q3 20232
LAKE STREET ADVISORS GROUP, LLC 220.06%0.06%0.06%Q4 2017Q1 20182
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q3 20222
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.02%Q2 2014Q4 20142
Financial Gravity Asset Management, Inc. 220.00%0.01%0.01%Q2 2023Q3 20232
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2014Q4 20172
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
OptiFour Integrated Wealth Management, LLC 223.24%3.24%3.24%Q4 2017Q1 20182
Sovereign Financial Group, Inc. 220.08%0.08%0.08%Q4 2021Q1 20222
Endowment Wealth Management, Inc. 220.19%0.20%0.20%Q1 2023Q2 20232
Capital Asset Advisory Services LLC 220.26%0.27%0.28%Q4 2016Q1 20172
Curi Wealth Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
SJS Investment Consulting Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
VisionPoint Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Y.D. More Investments Ltd 220.00%0.00%0.00%Q1 2023Q2 20232
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20172
Flagstone Financial Management 220.30%0.31%0.31%Q4 2022Q1 20232
Summit Trail Advisors, LLC 220.06%0.07%0.08%Q3 2018Q4 20182
BEAM WEALTH ADVISORS, INC. 220.25%0.28%0.32%Q4 2019Q1 20202
SMITH SHELLNUT WILSON LLC /ADV 220.02%0.02%0.02%Q1 2019Q2 20192
STEPH & CO 221.00%1.27%1.53%Q4 2019Q1 20202
BREMER TRUST NATIONAL ASSOCIATION 110.03%0.09%0.15%Q1 2015Q4 20182
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.00%0.00%0.00%Q2 2021Q4 20212
OneDigital Investment Advisors LLC 110.00%0.01%0.01%Q2 2018Q3 20232
Keystone Financial Group 110.82%0.82%0.82%Q4 2017Q4 20171
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
WESPAC Advisors SoCal, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Mattern Wealth Management LLC 110.32%0.32%0.32%Q4 2019Q4 20191
Pinnacle Wealth Advisors 110.01%0.01%0.01%Q2 2021Q2 20211
Beck Bode, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
ATTICUS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Graypoint LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Prostatis Group LLC 110.43%0.43%0.43%Q4 2019Q4 20191
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Austin Private Wealth, LLC 110.24%0.24%0.24%Q4 2019Q4 20191
AHL INVESTMENT MANAGEMENT, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
TIAA Kaspick, LLC 110.21%0.21%0.21%Q2 2020Q2 20201
Wealthspire Advisors, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Risk Paradigm Group, LLC 111.68%1.68%1.68%Q3 2016Q3 20161
Blue Sky Asset Management, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
EPG Wealth Management LLC 110.06%0.06%0.06%Q4 2019Q4 20191
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2015Q1 20151
WARNER FINANCIAL, INC 110.17%0.17%0.17%Q4 2021Q4 20211
Windsor Capital Management, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Partnervest Advisory Services LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Surevest, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q1 2018Q1 20181
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Richwood Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NOMURA HOLDINGS INC 110.01%0.01%0.01%Q2 2013Q2 20131
Crosspoint Capital Strategies, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Bridgeworth, LLC 110.52%0.52%0.52%Q3 2017Q3 20171
PBMares Wealth Management LLC 110.35%0.35%0.35%Q4 2019Q4 20191
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
Monterey Private Wealth, Inc. 110.21%0.21%0.21%Q4 2019Q4 20191
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Gemmer Asset Management LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Next Capital Management LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
Trexquant Investment LP 110.04%0.04%0.04%Q1 2020Q1 20201
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q2 2023Q2 20231
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2017Q4 20171
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Meridian Wealth Advisors, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
HM PAYSON & CO 110.00%0.00%0.00%Q4 2020Q4 20201
Verition Fund Management LLC 110.02%0.02%0.02%Q1 2017Q1 20171
CONNABLE OFFICE INC 110.07%0.07%0.07%Q4 2018Q4 20181
Seaside Wealth Management, Inc. 110.21%0.21%0.21%Q2 2022Q2 20221
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
TFC Financial Management, Inc. 110.05%0.05%0.05%Q1 2023Q1 20231
Burt Wealth Advisors 110.02%0.02%0.02%Q1 2016Q1 20161
Raub Brock Capital Management LP 112.28%2.28%2.28%Q2 2013Q2 20131
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LEVEL FOUR ADVISORY SERVICES, LLC 110.03%0.03%0.03%Q4 2016Q4 20161
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Community Bank, N.A. 110.00%0.00%0.00%Q1 2019Q1 20191
JANICZEK WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
FIDUCIENT ADVISORS LLC 110.15%0.15%0.15%Q4 2020Q4 20201
Spire Wealth Management 110.00%0.00%0.00%Q4 2021Q4 20211
Freedom Investment Management, Inc. 110.05%0.05%0.05%Q3 2020Q3 20201
Capital Advisory Group Advisory Services, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
TFG Advisers LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Daiwa SB Investments Ltd. 110.01%0.01%0.01%Q1 2019Q1 20191
Wedmont Private Capital 110.06%0.06%0.06%Q3 2023Q3 20231
Horan Securities, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q3 2018Q3 20181
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2021Q2 20211
Kathmere Capital Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
IronBridge Private Wealth, LLC 113.14%3.14%3.14%Q4 2021Q4 20211
Main Management LLC 110.03%0.03%0.03%Q2 2019Q2 20191
RMR Wealth Builders 110.99%0.99%0.99%Q3 2020Q3 20201
LBA Wealth Management, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
Sensible Financial Planning & Management, LLC. 110.01%0.01%0.01%Q2 2016Q2 20161
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2015Q4 20151
VSR Financial Services, Inc. 110.03%0.03%0.03%Q4 2013Q4 20131
Lighthouse Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
FIRST NATIONAL TRUST CO 110.04%0.04%0.04%Q1 2019Q1 20191
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
IFG Advisory, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
IMA Wealth, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
VESTOR CAPITAL, LLC 110.02%0.02%0.02%Q2 2017Q2 20171
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Overbrook Management Corp 110.30%0.30%0.30%Q1 2015Q1 20151
BRADLEY FOSTER & SARGENT INC/CT 110.02%0.02%0.02%Q2 2013Q2 20131
Highland Private Wealth Management 112.92%2.92%2.92%Q4 2015Q4 20151
WealthShield Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Essex Savings Bank 110.00%0.00%0.00%Q2 2019Q2 20191
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Laird Norton Wetherby Trust Company, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Alliance Wealth Management Group 110.56%0.56%0.56%Q4 2015Q4 20151
KANALY TRUST CO 110.00%0.00%0.00%Q4 2016Q4 20161
Founders Capital Management 110.02%0.02%0.02%Q2 2022Q2 20221
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TRADITION CAPITAL MANAGEMENT LLC 110.10%0.10%0.10%Q1 2016Q1 20161
Bremer Bank National Association 110.03%0.03%0.03%Q1 2019Q1 20191
CVA Family Office, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
LANDAAS & CO /WI /ADV 110.05%0.05%0.05%Q3 2017Q3 20171
Cullen Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Trust Co 110.00%0.00%0.00%Q3 2019Q3 20191
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Trutina Financial LLC 110.01%0.01%0.01%Q1 2014Q1 20141
GUARDIAN WEALTH ADVISORS, LLC / NC 110.00%0.00%0.00%Q2 2022Q2 20221
Econ Financial Services Corp 110.89%0.89%0.89%Q4 2018Q4 20181
TOWNSQUARE CAPITAL LLC 110.02%0.02%0.02%Q1 2019Q1 20191
MEITAV INVESTMENT HOUSE LTD 110.02%0.02%0.02%Q2 2023Q2 20231
Transparent Wealth Partners LLC 111.68%1.68%1.68%Q1 2022Q1 20221
Bellwether Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CX Institutional 110.02%0.02%0.02%Q3 2018Q3 20181
LAKE STREET PRIVATE WEALTH, LLC 110.24%0.24%0.24%Q4 2019Q4 20191
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Cribstone Capital Management, LLC 110.02%0.02%0.02%Q2 2016Q2 20161
Stratford Consulting, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
GeoWealth Management, LLC 110.13%0.13%0.13%Q3 2019Q3 20191
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Keebeck Wealth Management, LLC 111.36%1.36%1.36%Q4 2019Q4 20191
Avestar Capital, LLC 110.08%0.08%0.08%Q4 2017Q4 20171
Whitnell & Co. 110.01%0.01%0.01%Q3 2018Q3 20181
Aaron Wealth Advisors LLC 110.12%0.12%0.12%Q4 2020Q4 20201
1832 Asset Management L.P. 110.00%0.00%0.00%Q3 2023Q3 20231
Gordian Capital Singapore Pte Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
Chessman Wealth Strategies RIA 110.02%0.02%0.02%Q3 2018Q3 20181
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
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.