SPDR INDEX SHS FDS shareholder history

Current and past SPDR INDEX SHS FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1610.00%0.00%0.01%Q2 2013Q1 202353
HUNTINGTON NATIONAL BANK 3010.00%0.00%0.02%Q1 2009Q3 202352
GOLDMAN SACHS GROUP INC 4240.00%0.06%0.16%Q1 2012Q3 202346
MUFG Americas Holdings Corp 1810.00%0.00%0.01%Q4 2010Q2 202244
MORGAN STANLEY 42420.00%0.02%0.04%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.02%0.04%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.00%0.02%0.07%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
New England Private Wealth Advisors LLC 27150.09%0.15%0.26%Q1 2013Q3 202342
US BANCORP \DE\ 42420.00%0.22%1.23%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.05%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.05%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.06%Q2 2013Q3 202342
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 42420.03%0.18%0.30%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.17%0.42%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.00%0.02%0.14%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.01%0.05%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.04%0.49%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.34%0.77%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.03%0.09%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 3560.00%0.00%0.00%Q2 2013Q3 202341
ASSETMARK, INC 41410.00%0.34%1.07%Q3 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 22190.00%0.02%0.07%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.02%0.04%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.03%0.13%Q2 2013Q3 202341
AMG National Trust Bank 41410.01%0.22%0.44%Q3 2013Q3 202341
M&T BANK CORP 26150.02%0.29%0.66%Q2 2013Q3 202341
Sandy Spring Bank 21200.00%0.19%0.56%Q2 2013Q3 202341
FMR LLC 3810.00%0.00%0.01%Q2 2013Q3 202340
Private Advisor Group, LLC 39390.00%0.04%0.19%Q1 2014Q3 202340
CITY HOLDING CO 40400.00%0.02%0.04%Q4 2013Q3 202340
BENJAMIN F. EDWARDS & COMPANY, INC. 3820.00%0.01%0.04%Q3 2013Q3 202340
Beacon Capital Management, Inc. 3090.00%0.01%0.12%Q4 2013Q3 202339
Valmark Advisers, Inc. 24150.01%1.15%3.04%Q2 2013Q3 202339
Capital Analysts, LLC 38380.00%0.01%0.01%Q4 2012Q1 202238
RAYMOND JAMES & ASSOCIATES 37370.00%0.00%0.02%Q2 2013Q2 202237
Modera Wealth Management, LLC 37370.01%0.23%0.64%Q2 2013Q2 202237
Capital Directions Investment Advisors, LLC 2070.02%0.75%1.35%Q2 2013Q4 202237
IMA Wealth, Inc. 37370.00%0.67%2.69%Q2 2014Q2 202337
HBK Sorce Advisory LLC 22140.01%0.21%0.54%Q2 2013Q1 202336
Creative Planning 24120.00%0.00%0.01%Q2 2013Q3 202336
Cambridge Investment Research Advisors, Inc. 36360.00%0.01%0.02%Q2 2013Q1 202236
JPMORGAN CHASE & CO 36360.00%0.00%0.00%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
RAYMOND JAMES TRUST N.A. 3320.01%0.03%0.06%Q4 2013Q3 202235
STIFEL FINANCIAL CORP 34340.00%0.01%0.02%Q1 2014Q2 202234
ASPIRIANT, LLC 34340.05%4.70%17.35%Q2 2013Q3 202134
SIGNATUREFD, LLC 34340.00%1.69%10.52%Q2 2015Q3 202334
OARSMAN CAPITAL, INC. 20140.16%0.29%0.37%Q1 2015Q3 202334
BUCKINGHAM STRATEGIC WEALTH, LLC 34340.01%0.06%0.15%Q2 2015Q3 202334
BOKF, NA 3220.00%0.10%0.22%Q2 2013Q4 202134
D. E. Shaw & Co., Inc. 33330.00%0.04%0.09%Q2 2014Q2 202233
MISSION WEALTH MANAGEMENT, LP 2940.04%0.45%2.90%Q2 2015Q3 202333
QS Investors, LLC 32320.00%0.41%1.62%Q2 2013Q1 202132
MOTCO 3010.00%0.00%0.02%Q2 2013Q3 202332
Gibson Capital, LLC 32320.08%4.03%15.07%Q2 2013Q1 202132
Carroll Financial Associates, Inc. 1710.00%0.00%0.00%Q3 2013Q4 202132
Avior Wealth Management, LLC 32320.00%0.00%0.02%Q4 2015Q3 202332
JANE STREET GROUP, LLC 910.00%0.03%0.17%Q3 2014Q3 202332
ENTERPRISE FINANCIAL SERVICES CORP 2840.00%0.31%0.80%Q2 2013Q2 202132
Colorado Capital Management, Inc. 31310.16%0.78%1.48%Q4 2015Q2 202331
Evercore Wealth Management, LLC 2560.01%0.06%0.16%Q2 2013Q1 202131
Transamerica Financial Advisors, Inc. 2310.00%0.10%0.58%Q2 2013Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.02%Q4 2015Q3 202331
CWM, LLC 2280.00%0.00%0.01%Q1 2016Q3 202330
Parkside Financial Bank & Trust 30300.01%0.01%0.04%Q3 2015Q4 202230
LifePlan Financial Group, Inc 30300.00%0.37%5.79%Q2 2013Q3 202030
TRUIST FINANCIAL CORP 1620.00%0.04%0.17%Q2 2013Q3 202330
Private Ocean, LLC 19100.00%0.01%0.03%Q4 2013Q3 202329
JMG Financial Group, Ltd. 29290.02%0.13%0.23%Q2 2013Q2 202029
ALESCO ADVISORS LLC 2810.01%1.12%2.68%Q2 2013Q4 202229
VALLEY NATIONAL ADVISERS INC 29290.00%0.00%0.01%Q3 2015Q3 202229
Telos Capital Management, Inc. 29290.09%0.58%0.89%Q2 2013Q2 202029
BOK Financial Private Wealth, Inc. 29290.02%2.94%5.85%Q2 2013Q2 202029
Emery Howard Portfolio Management, Inc. 28280.15%0.20%0.28%Q2 2013Q1 202028
SG Americas Securities, LLC 1540.00%0.06%0.19%Q4 2014Q3 202328
WHITTIER TRUST CO 18100.00%0.00%0.01%Q2 2013Q3 202128
Advisory Services Network, LLC 1310.00%0.10%0.87%Q2 2013Q2 202128
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.04%Q2 2013Q4 201927
One Capital Management, LLC 2160.01%0.49%0.85%Q1 2014Q3 202227
Moisand Fitzgerald Tamayo, LLC 2520.00%0.02%0.20%Q4 2015Q3 202327
MERIDIAN INVESTMENT COUNSEL INC. 27270.08%0.16%0.24%Q4 2015Q2 202227
Kohmann Bosshard Financial Services, LLC 2520.10%0.30%0.60%Q4 2016Q3 202327
CAPTRUST FINANCIAL ADVISORS 2110.00%0.03%0.15%Q2 2013Q1 202327
GUGGENHEIM CAPITAL LLC 27270.00%0.01%0.02%Q3 2013Q1 202027
VISTA CAPITAL PARTNERS, INC. 15110.04%0.08%0.13%Q2 2013Q4 201926
SUNTRUST BANKS INC 26260.01%0.01%0.02%Q2 2013Q3 201926
Ballentine Partners, LLC 26260.01%0.10%0.33%Q2 2017Q3 202326
GLENMEDE TRUST CO NA 2240.00%0.00%0.00%Q2 2013Q1 202026
Whitnell & Co. 1970.00%0.72%1.96%Q2 2013Q4 201926
TCI Wealth Advisors, Inc. 1610.00%0.03%0.14%Q4 2012Q4 201926
Steward Partners Investment Advisory, LLC 1880.00%0.00%0.00%Q4 2016Q3 202326
Covington Capital Management 2230.01%0.03%0.10%Q2 2014Q3 202225
Money Design Co.,Ltd. 25250.05%0.23%0.41%Q3 2017Q3 202325
BANK OF THE WEST 25250.02%0.19%0.38%Q4 2014Q4 202025
SENTINEL TRUST CO LBA 25250.27%0.69%1.20%Q4 2013Q4 201925
HL FINANCIAL SERVICES LLC 24240.05%0.07%0.09%Q2 2013Q1 201924
Hudock, Inc. 1950.00%0.01%0.06%Q1 2014Q2 202024
Front Row Advisors LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
EFG Asset Management (Americas) Corp. 1330.06%0.15%0.34%Q4 2013Q2 202024
Dorsey & Whitney Trust CO LLC 24240.08%0.13%0.17%Q2 2013Q1 201924
Citadel Advisors 610.00%0.00%0.01%Q4 2014Q3 202324
HighTower Advisors, LLC 12120.00%0.01%0.01%Q4 2013Q4 201924
Geneos Wealth Management Inc. 1590.00%0.00%0.01%Q1 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 23230.00%0.00%0.01%Q4 2017Q2 202323
CONGRESS ASSET MANAGEMENT CO /MA 1850.03%0.09%0.19%Q2 2014Q1 202023
BESSEMER GROUP INC 1910.00%0.00%0.01%Q2 2013Q3 202322
Parallel Advisors, LLC 1530.00%0.01%0.02%Q4 2016Q1 202322
Sigma Planning Corp 2110.01%0.05%0.11%Q4 2014Q3 202022
J.P. Morgan Private Wealth Advisors LLC 2110.00%0.01%0.03%Q1 2015Q3 202322
BROWN ADVISORY INC 840.00%0.00%0.00%Q2 2013Q4 202122
CREDIT SUISSE AG/ 22220.00%0.02%0.03%Q1 2013Q2 201822
FIFTH THIRD SECURITIES, INC. 1750.05%0.52%1.25%Q4 2017Q2 202322
Pinnacle Bancorp, Inc. 2010.02%0.12%0.22%Q1 2017Q3 202321
ALPHA WINDWARD LLC 21211.34%1.67%1.91%Q4 2013Q4 201821
Montecito Bank & Trust 1130.02%0.44%1.20%Q2 2013Q1 202021
WASHINGTON TRUST BANK 21210.00%0.02%0.05%Q1 2014Q1 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Klingman & Associates, LLC 21210.04%0.16%0.31%Q4 2014Q4 201921
Bank of New York Mellon Corp 1110.00%0.00%0.00%Q2 2013Q2 202121
MANAGED ACCOUNT SERVICES INC 20200.41%1.12%2.21%Q4 2016Q3 202120
DOWLING & YAHNKE LLC 20200.03%0.09%0.15%Q4 2017Q3 202220
STERLING INVESTMENT ADVISORS LLC /ADV 20200.19%0.23%0.33%Q4 2014Q3 201920
Freedom Investment Management, Inc. 20200.04%0.09%0.23%Q1 2013Q4 201720
AE Wealth Management LLC 1460.00%0.03%0.09%Q1 2017Q3 202220
AdvisorNet Financial, Inc 20200.00%0.00%0.01%Q4 2017Q3 202220
FIRST NATIONAL BANK OF OMAHA 1410.01%0.02%0.03%Q2 2013Q2 202120
Prospera Financial Services Inc 1620.00%0.08%0.20%Q1 2016Q2 202220
CONNABLE OFFICE INC 20201.89%3.14%5.15%Q2 2013Q1 201820
American Portfolios Advisors 20200.01%0.05%0.13%Q4 2017Q3 202220
Old Port Advisors 1810.08%0.18%0.30%Q2 2018Q3 202320
Choate Investment Advisors 20200.01%0.07%0.47%Q2 2013Q1 201820
REGIONS FINANCIAL CORP 1460.00%0.00%0.01%Q2 2013Q1 201920
Aspire Private Capital, LLC 20200.01%0.41%1.21%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.00%0.01%Q3 2017Q2 202220
Schoolcraft Capital LLC 19190.77%0.98%1.32%Q1 2019Q3 202319
MASSMUTUAL TRUST CO FSB/ADV 1110.00%0.00%0.02%Q4 2013Q4 202019
Patriot Financial Group Insurance Agency, LLC 19190.00%0.01%0.02%Q4 2017Q2 202219
Global Retirement Partners, LLC 1450.00%0.01%0.04%Q4 2016Q3 202319
QCI ASSET MANAGEMENT INC/NY 1450.00%0.01%0.02%Q2 2013Q4 201919
CENTAURUS FINANCIAL, INC. 19190.01%0.23%0.53%Q4 2017Q2 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
JFS WEALTH ADVISORS, LLC 1810.00%0.00%0.01%Q4 2015Q4 202119
Capital Investment Advisory Services, LLC 1630.00%0.00%0.00%Q4 2018Q3 202319
BAILARD, INC. 1320.04%0.20%0.42%Q2 2014Q1 201918
NATIONAL PLANNING CORP 18180.06%0.13%0.20%Q2 2013Q3 201718
AGF Investments LLC 1440.00%0.00%0.00%Q1 2018Q3 202218
BlackRock Inc. 18180.00%0.00%0.01%Q4 2015Q1 202018
Phocas Financial Corp. 1110.00%0.02%0.03%Q1 2014Q2 201918
QUADRANT CAPITAL GROUP LLC 840.04%0.08%0.16%Q2 2015Q1 202018
Franklin, Parlapiano, Turner & Welch, LLC 18180.05%0.36%0.62%Q4 2012Q1 201718
Winslow, Evans & Crocker, Inc. 1440.00%0.00%0.01%Q4 2015Q3 202018
Commonwealth Equity Services, Inc 18180.01%0.02%0.02%Q2 2013Q3 201718
TWO SIGMA SECURITIES, LLC 810.00%0.08%0.90%Q3 2015Q3 202118
DUBUQUE BANK & TRUST CO 1010.00%0.00%0.06%Q1 2014Q2 201918
WHITTIER TRUST CO OF NEVADA INC 18180.01%0.02%0.05%Q1 2018Q2 202218
Savant Capital, LLC 18180.02%0.16%0.57%Q2 2019Q3 202318
Manchester Capital Management LLC 1510.00%1.37%4.73%Q2 2013Q4 201817
DAVIDSON & GARRARD INC 17170.14%0.34%0.40%Q3 2013Q3 201717
Invesco Ltd. 17170.00%0.00%0.00%Q2 2013Q2 201717
MERCER GLOBAL ADVISORS INC /ADV 1430.00%0.09%0.50%Q2 2019Q3 202317
Windsor Financial Group, LLC 17170.54%0.87%1.30%Q2 2013Q2 201717
MD Financial Management Inc. 17172.13%3.40%4.48%Q4 2017Q4 202117
Alexandria Capital, LLC 17170.01%0.02%0.04%Q3 2013Q3 201717
Trust Co 17170.00%0.03%0.28%Q1 2015Q1 201917
Indiana Trust & Investment Management CO 1110.05%0.11%0.13%Q3 2015Q3 202317
HOWE & RUSLING INC 1410.00%0.01%0.02%Q2 2013Q4 201916
AMERICAN NATIONAL BANK 16160.01%0.09%0.14%Q1 2014Q4 201716
HOLLENCREST CAPITAL MANAGEMENT 1240.00%0.22%0.38%Q4 2013Q3 202316
Frontier Wealth Management LLC 1150.02%0.04%0.05%Q1 2015Q1 201916
ADVANTAGE INVESTMENT MANAGEMENT, LLC 16160.02%0.05%0.08%Q4 2014Q3 201816
Alhambra Investment Management LLC 16160.21%1.30%3.63%Q4 2019Q3 202316
RAY GERALD L & ASSOCIATES LTD 16160.06%0.07%0.10%Q4 2013Q3 201716
PINNACLE ASSOCIATES LTD 16160.02%0.05%0.07%Q2 2013Q1 201716
TD Ameritrade Trust Co 1511.53%2.37%3.17%Q2 2013Q2 201716
Investors Research Corp 15150.13%0.26%0.39%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.02%0.08%Q2 2013Q4 201615
Zions Bancorporation 15150.00%0.03%0.43%Q1 2015Q3 201815
Zions Bancorporation, N.A. 15150.00%0.00%0.01%Q4 2018Q2 202215
INTEGRATED WEALTH COUNSEL, LLC 15154.31%9.28%13.93%Q2 2013Q4 201615
Jackson Hole Capital Partners, LLC 1230.00%0.00%0.01%Q2 2019Q3 202315
Atria Investments, Inc 810.01%0.04%0.08%Q2 2014Q4 201915
Balentine LLC 1320.00%0.00%0.01%Q2 2018Q1 202215
BlackRock Investment Management, LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
Leonetti & Associates, LLC 15150.56%0.68%0.78%Q2 2013Q4 201615
HIGH POINT BANK & TRUST CO 15150.01%0.08%0.13%Q2 2013Q4 201615
Marble Harbor Investment Counsel, LLC 15150.03%0.04%0.05%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
ATLAS CAPITAL ADVISORS LLC 15150.05%0.33%0.44%Q1 2018Q3 202115
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 15150.01%0.04%0.09%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.02%Q1 2020Q3 202315
D.A. DAVIDSON & CO. 15150.00%0.01%0.02%Q4 2013Q2 201715
Janney Montgomery Scott LLC 630.00%0.01%0.02%Q3 2013Q4 201914
Florin Court Capital LLP 540.13%0.64%1.78%Q3 2017Q1 202214
DEUTSCHE BANK AG\ 630.00%0.00%0.00%Q3 2013Q1 202014
BlueSky Wealth Advisors, LLC 14141.53%2.24%2.49%Q4 2016Q1 202014
Disciplined Investments, LLC 14140.02%0.04%0.06%Q4 2019Q1 202314
D.B. Root & Company, LLC 860.08%0.11%0.14%Q1 2018Q3 202114
Merriman Wealth Management, LLC 410.17%2.82%7.91%Q1 2014Q1 202314
Tower Research Capital LLC (TRC) 610.00%0.00%0.00%Q3 2018Q3 202314
Global Financial Private Capital, Inc 14140.23%0.36%0.48%Q1 2017Q2 202014
FCG ADVISORS, LLC 14140.42%1.03%1.60%Q2 2013Q3 201614
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Coastline Trust Co 14140.24%0.55%0.73%Q2 2013Q3 201614
Wealthstreet Investment Advisors, LLC 14140.06%0.08%0.10%Q4 2017Q1 202114
Pacific Center for Financial Services 1030.00%0.00%0.00%Q2 2020Q3 202313
CITIZENS FINANCIAL GROUP INC/RI 1110.00%0.00%0.01%Q4 2015Q1 202013
KANALY TRUST CO 13130.01%0.01%0.01%Q4 2013Q4 201613
HSBC HOLDINGS PLC 13130.00%0.02%0.04%Q1 2013Q1 201613
GREENWOOD CAPITAL ASSOCIATES LLC 13130.08%0.16%0.25%Q3 2013Q3 201613
Tactical Allocation Group LLC 13130.48%4.38%15.49%Q2 2013Q2 201613
Sumitomo Mitsui Trust Holdings, Inc. 13130.00%0.00%0.00%Q1 2015Q1 201813
FIRSTMERIT BANK N A TRUSTEE 13130.04%0.05%0.07%Q2 2013Q2 201613
CIBC WORLD MARKET INC. 13130.00%0.00%0.00%Q1 2015Q1 201813
Kestra Advisory Services, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Veritable, L.P. 1120.01%0.01%0.03%Q4 2012Q4 201713
BARCLAYS PLC 1010.00%0.01%0.02%Q2 2013Q3 202113
FIRST CITIZENS BANK & TRUST CO 13130.02%0.07%0.28%Q3 2015Q3 201813
Rockefeller Capital Management L.P. 1210.00%0.00%0.01%Q1 2020Q3 202313
SEI INVESTMENTS CO 940.00%0.00%0.00%Q4 2014Q2 201813
Windham Capital Management, LLC 840.03%2.18%5.50%Q2 2013Q4 201612
PHILLIPS FINANCIAL MANAGEMENT, LLC 750.00%0.09%0.20%Q2 2013Q3 202312
NewSquare Capital LLC 410.00%0.14%1.62%Q2 2013Q3 202312
IndexIQ Advisors LLC 810.00%0.24%0.74%Q2 2013Q1 201712
Hanson & Doremus Investment Management 12120.00%0.00%0.00%Q4 2016Q3 201912
RPg Family Wealth Advisory, LLC 1020.25%0.65%0.92%Q3 2020Q3 202312
Blue Edge Capital, LLC 12120.60%0.68%0.74%Q4 2013Q3 201612
EMERSON INVESTMENT MANAGEMENT, LLC 12121.66%1.76%1.92%Q2 2013Q1 201612
VOYA INVESTMENT MANAGEMENT LLC 12120.01%0.07%0.11%Q3 2015Q2 201812
Bay Harbor Wealth Management, LLC 12120.02%0.25%0.64%Q4 2018Q3 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Lido Advisors, LLC 910.00%0.02%0.04%Q3 2017Q3 202312
OLD NATIONAL BANCORP /IN/ 12120.02%0.03%0.04%Q2 2014Q1 201712
FULTON BREAKEFIELD BROENNIMAN LLC 12120.08%0.10%0.14%Q4 2014Q3 201712
LINCOLN NATIONAL CORP 1110.01%0.01%0.02%Q2 2016Q4 201912
Azimuth Capital Management LLC 11110.09%0.11%0.13%Q2 2013Q4 201511
SRS Capital Advisors, Inc. 710.00%0.00%0.00%Q4 2016Q4 202111
Parkwood LLC 11110.07%0.09%0.13%Q4 2013Q2 201611
Formidable Asset Management, LLC 11110.00%0.01%0.01%Q3 2013Q1 201611
SALEM INVESTMENT COUNSELORS INC 830.04%0.04%0.05%Q2 2013Q1 201611
Simplicity Solutions, LLC 610.00%0.03%0.06%Q1 2017Q2 202011
Spire Wealth Management 11110.00%0.01%0.02%Q1 2021Q3 202311
Bedel Financial Consulting, Inc. 11110.00%0.01%0.01%Q3 2018Q1 202111
TRUEWEALTH LLC 11110.01%0.01%0.01%Q4 2017Q2 202011
OLD MISSION CAPITAL LLC 310.03%0.33%1.29%Q2 2016Q3 202311
First Allied Advisory Services, Inc. 710.00%0.07%0.45%Q2 2013Q3 201911
Personal Capital Advisors Corp 11110.00%0.00%0.01%Q2 2020Q4 202211
Strategic Investment Advisors / MI 740.05%0.09%0.14%Q1 2019Q4 202111
Innova Wealth Partners 1010.21%1.48%3.81%Q4 2020Q3 202311
Oakworth Capital, Inc. 610.00%0.01%0.01%Q3 2016Q3 202011
Westside Investment Management, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Csenge Advisory Group 710.02%0.04%0.06%Q3 2019Q3 202210
Madden Advisory Services, Inc. 710.01%0.01%0.02%Q2 2013Q1 201710
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Capital Investment Counsel, Inc 820.00%0.00%0.00%Q4 2019Q2 202210
Lake Point Wealth Management 520.00%0.03%0.28%Q4 2018Q2 202210
Regal Investment Advisors LLC 10100.00%0.01%0.02%Q2 2013Q3 201510
Capital Asset Advisory Services LLC 820.00%0.01%0.03%Q4 2019Q3 202210
Vantage Investment Advisors, LLC 10100.01%0.02%0.03%Q4 2013Q1 201610
Clear Perspectives Financial Planning, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Larson Financial Group LLC 10100.00%0.00%0.01%Q3 2020Q4 202210
Bellwether Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Armbruster Capital Management, Inc. 10100.03%0.14%0.51%Q4 2015Q1 201810
Aveo Capital Partners, LLC 410.07%0.10%0.12%Q4 2016Q4 202110
PIN OAK INVESTMENT ADVISORS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
CoreFirst Bank & Trust 10100.01%0.02%0.02%Q4 2020Q1 202310
Walleye Trading LLC 430.00%0.00%0.00%Q3 2014Q2 201710
BDO Wealth Advisors, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
Occidental Asset Management, LLC 10100.12%0.17%0.36%Q2 2016Q3 201810
WFG Advisors, LP 10100.00%0.00%0.02%Q2 2013Q3 201510
CURIAN CAPITAL LLC 10100.01%0.02%0.03%Q2 2013Q3 201510
BBVA USA Bancshares, Inc. 910.01%0.06%0.08%Q2 2013Q3 201610
CAMG Solamere Management, LLC 10100.51%1.48%1.90%Q4 2016Q1 201910
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.00%0.14%0.33%Q2 2015Q2 201810
Mosaic Financial Partners, Inc. 810.15%0.18%0.20%Q2 2013Q3 20159
Sequoia Financial Advisors, LLC 990.06%0.12%0.18%Q2 2014Q2 20169
MANUFACTURERS LIFE INSURANCE COMPANY, THE 540.00%0.00%0.00%Q1 2016Q2 20189
Virtu Financial LLC 210.01%0.03%0.06%Q3 2017Q1 20219
Pinnacle Summer Investments, Inc. 810.01%0.01%0.02%Q2 2013Q3 20159
Unison Advisors LLC 990.17%0.19%0.24%Q4 2017Q4 20199
ClearBridge Investments 990.00%0.00%0.00%Q4 2017Q4 20199
VALENTINE VENTURES LLC 993.18%4.00%4.35%Q4 2014Q4 20169
SOL Capital Management CO 320.04%0.07%0.09%Q3 2013Q2 20239
Jaffetilchin Investment Partners, LLC 990.03%0.05%0.08%Q1 2021Q1 20239
Castleview Partners, LLC 810.00%0.00%0.03%Q2 2021Q3 20239
SUNFLOWER BANK, NA WEALTH MANAGEMENT 990.09%0.24%0.31%Q1 2018Q1 20209
Retirement Planning Group, LLC 990.08%0.11%0.25%Q2 2013Q2 20159
Advisory Alpha, LLC 990.00%0.40%0.93%Q3 2016Q3 20189
Brand Asset Management Group, Inc. 990.01%0.03%0.05%Q2 2018Q2 20209
Center for Financial Planning, Inc. 990.01%0.01%0.01%Q4 2019Q4 20219
PARK AVENUE SECURITIES LLC 630.00%0.01%0.02%Q4 2019Q3 20239
TD Capital Management LLC 990.00%0.10%0.17%Q1 2014Q1 20169
CREATIVE FINANCIAL DESIGNS INC /ADV 720.01%0.01%0.01%Q2 2017Q4 20199
First City Capital Management, Inc. 990.00%0.00%0.03%Q1 2014Q1 20169
Neuberger Berman Group LLC 990.00%0.00%0.00%Q3 2015Q3 20179
FINANCIAL CONSULATE, INC 990.54%0.81%0.95%Q4 2016Q4 20189
ING GROEP NV 810.08%0.19%0.28%Q2 2018Q3 20229
Tortoise Investment Management, LLC 990.01%0.02%0.04%Q4 2012Q4 20149
Qube Research & Technologies Ltd 810.00%0.02%0.06%Q1 2021Q2 20239
Capital Investment Advisors, LLC 630.02%0.07%0.12%Q4 2013Q4 20169
Perigon Wealth Management, LLC 810.00%0.02%0.04%Q2 2016Q4 20209
FLOW TRADERS U.S. LLC 410.00%0.05%0.23%Q4 2013Q4 20219
BRIDGES INVESTMENT MANAGEMENT INC 880.05%0.05%0.06%Q4 2014Q3 20168
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 880.36%0.52%1.25%Q2 2013Q1 20158
IFC Holdings Incorporated/FL 510.03%0.04%0.05%Q2 2014Q4 20178
NATIXIS ADVISORS, L.P. 880.01%0.01%0.01%Q2 2013Q1 20158
First Horizon Advisors, Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
High Falls Advisors, Inc 620.64%1.25%1.77%Q2 2018Q2 20208
Aptus Capital Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Cetera Advisors LLC 710.01%0.02%0.03%Q2 2016Q1 20198
KEYBANK NATIONAL ASSOCIATION/OH 610.00%0.00%0.00%Q4 2012Q3 20198
Gould Capital, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
JUNCTURE WEALTH STRATEGIES, LLC 880.45%0.93%1.31%Q4 2014Q3 20168
MEEDER ASSET MANAGEMENT INC 880.00%0.00%0.00%Q2 2020Q1 20228
Ironsides Asset Advisors, LLC 530.06%0.14%0.20%Q2 2014Q4 20198
TOCQUEVILLE ASSET MANAGEMENT L.P. 710.02%0.02%0.03%Q2 2014Q2 20168
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.04%0.08%Q4 2014Q4 20218
MARYLAND CAPITAL ADVISORS INC. 880.00%0.33%0.81%Q4 2021Q3 20238
Tradition Wealth Management, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Financial Architects, Inc 510.00%0.01%0.01%Q2 2013Q2 20198
Congress Wealth Management LLC / DE / 880.06%0.09%0.11%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
BANK OF NOVA SCOTIA 880.00%0.00%0.00%Q3 2021Q2 20238
Virtu KCG Holdings LLC 210.00%0.02%0.10%Q4 2013Q2 20178
Nelson Capital Management, LLC 880.00%0.01%0.01%Q3 2017Q2 20198
WEST CHESTER CAPITAL ADVISORS, INC 710.06%0.34%0.46%Q2 2013Q2 20158
Bank of Kentucky, Inc. 880.00%0.00%0.01%Q2 2013Q1 20158
Capital Advisors, Ltd. LLC 880.00%0.00%0.00%Q1 2014Q4 20158
Upper Left Wealth Management, LLC 880.34%0.53%1.20%Q4 2021Q3 20238
Strategic Wealth Partners, Ltd. 880.00%0.36%0.58%Q4 2017Q3 20198
Paladin Advisory Group, LLC 880.07%0.08%0.10%Q4 2021Q3 20238
Sowell Financial Services LLC 770.00%0.01%0.01%Q3 2019Q1 20217
SCOTIA CAPITAL INC. 770.01%0.01%0.01%Q1 2016Q3 20177
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q4 2015Q1 20197
Sugarloaf Wealth Management, LLC 770.01%0.02%0.03%Q4 2019Q2 20217
B. Riley Wealth Management, Inc. 610.01%0.02%0.04%Q1 2014Q2 20207
Integrated Wealth Management 770.00%0.01%0.02%Q1 2015Q3 20167
Bank of New Hampshire 770.01%0.01%0.01%Q1 2022Q3 20237
JOYN Advisors, Inc. 770.05%0.36%1.98%Q3 2018Q1 20207
SIMON QUICK ADVISORS, LLC 430.01%0.01%0.01%Q1 2017Q3 20217
FOUNDERS BANK & TRUST 770.05%0.06%0.08%Q2 2013Q4 20147
Lattice Strategies LLC 770.15%0.50%1.63%Q2 2013Q4 20147
WADE G W & INC 770.01%0.02%0.02%Q1 2021Q3 20227
CENTRAL TRUST Co 210.00%0.00%0.00%Q4 2014Q4 20217
Chicago Partners Investment Group LLC 770.00%0.01%0.01%Q1 2017Q3 20187
Cambria Investment Management, L.P. 310.01%0.54%1.05%Q4 2014Q1 20197
Gradient Investments LLC 310.00%0.00%0.00%Q2 2013Q2 20217
SYNOVUS FINANCIAL CORP 210.00%0.00%0.00%Q3 2013Q1 20207
BerganKDV Wealth Management, LLC 770.00%0.00%0.00%Q2 2018Q4 20197
Newbridge Financial Services Group, Inc. 770.00%0.00%0.00%Q3 2020Q1 20227
Claret Asset Management Corp 770.04%0.06%0.09%Q2 2018Q4 20197
Parasol Investment Management, LLC 770.01%0.05%0.06%Q4 2013Q2 20157
UNITED SERVICES AUTOMOBILE ASSOCIATION 770.06%0.06%0.07%Q2 2013Q4 20147
Clearstead Advisors, LLC 610.00%0.00%0.00%Q1 2021Q3 20237
AWM CAPITAL, LLC 770.74%0.97%1.32%Q1 2022Q3 20237
Camelot Portfolios, LLC 770.09%0.11%0.13%Q4 2020Q2 20227
Aletheian Wealth Advisors LLC 430.21%0.35%0.62%Q1 2022Q4 20237
Raleigh Capital Management Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
FFT WEALTH MANAGEMENT LLC 770.85%1.29%1.66%Q4 2018Q2 20207
Allworth Financial LP 510.00%0.00%0.00%Q1 2017Q3 20237
Sterling Investment Advisors, Ltd. 770.01%0.02%0.03%Q2 2018Q4 20197
COWA, LLC 520.04%0.13%0.20%Q4 2020Q3 20227
Placemark Investments, Inc. 770.01%0.02%0.06%Q2 2013Q4 20147
MURPHY CAPITAL MANAGEMENT INC 770.04%0.35%0.88%Q1 2015Q3 20167
OPPENHEIMER & CO INC 220.01%0.01%0.04%Q1 2014Q1 20186
MML INVESTORS SERVICES, LLC 420.00%0.00%0.01%Q3 2017Q2 20196
Covestor Ltd 660.00%0.00%0.00%Q2 2022Q3 20236
ABERDEEN ASSET MANAGEMENT PLC/UK 660.01%0.01%0.02%Q2 2013Q3 20146
BAIRD ROBERT W & CO INC /WI/ 660.00%0.04%0.09%Q2 2013Q3 20146
Renaissance Technologies 210.00%0.00%0.00%Q1 2018Q1 20236
MANAGED ACCOUNT ADVISORS LLC 660.00%0.00%0.00%Q1 2014Q2 20156
Alliance Wealth Management Group 660.14%0.30%0.37%Q1 2017Q2 20186
Mariner, LLC 410.00%0.00%0.01%Q3 2015Q3 20236
Private Capital Group, LLC 410.00%0.01%0.03%Q4 2017Q4 20196
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
IHT Wealth Management, LLC 660.00%0.10%0.52%Q4 2016Q1 20186
SAX WEALTH ADVISORS, LLC 660.07%0.20%0.33%Q4 2020Q1 20226
Stifel Trust Company, N.A. 660.01%0.01%0.02%Q2 2013Q3 20146
First PREMIER Bank 310.00%0.01%0.01%Q2 2017Q1 20206
1919 Investment Counsel, LLC 660.01%0.01%0.03%Q2 2013Q3 20146
Patten Group, Inc. 660.01%0.01%0.01%Q4 2015Q1 20176
Ameritas Investment Company, LLC 310.00%0.01%0.03%Q4 2018Q1 20216
Family Firm, Inc. 330.10%0.10%0.12%Q4 2014Q3 20166
Baker Avenue Asset Management, LP 510.00%0.24%1.33%Q2 2013Q3 20236
ROCKLAND TRUST CO 660.04%0.06%0.07%Q1 2017Q2 20186
Cypress Wealth Advisors LLC 660.11%0.14%0.19%Q2 2015Q3 20166
M Holdings Securities, Inc. 660.18%0.73%1.44%Q1 2014Q2 20156
B & T Capital Management DBA Alpha Capital Management 660.21%0.25%0.37%Q2 2013Q3 20146
PFS INVESTMENTS INC. 660.02%0.08%0.12%Q1 2020Q2 20216
M&R CAPITAL MANAGEMENT INC 660.00%0.00%0.00%Q2 2016Q3 20176
BOSTON PRIVATE BANK & TRUST CO 660.02%0.02%0.04%Q4 2013Q1 20156
Capital Bank & Trust Co 660.00%0.00%0.00%Q4 2018Q1 20206
TUDOR INVESTMENT CORP ET AL 510.00%0.01%0.01%Q4 2021Q2 20236
BB&T SECURITIES, LLC 410.00%0.01%0.03%Q2 2014Q1 20186
TRUST CO OF VERMONT 310.00%0.00%0.00%Q3 2015Q3 20206
Accel Wealth Management 660.00%0.01%0.01%Q4 2021Q1 20236
BERNZOTT CAPITAL ADVISORS 510.04%0.05%0.05%Q2 2014Q1 20166
Hilltop Holdings Inc. 550.10%0.11%0.12%Q3 2013Q3 20145
SVB WEALTH LLC 410.00%0.01%0.01%Q1 2022Q3 20235
Traverso Chambers Private Wealth Management, LLC 550.15%0.17%0.18%Q4 2018Q4 20195
Wilmington Trust Investment Management, LLC 550.36%0.42%0.52%Q2 2013Q2 20145
ACG Wealth 310.03%0.03%0.03%Q2 2017Q1 20195
MAI Capital Management 550.02%0.15%0.28%Q4 2014Q4 20155
Royal Fund Management, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q2 2016Q3 20175
Stamos Capital Partners, L.P. 550.15%0.68%0.93%Q3 2020Q3 20215
Strategic Asset Management, LLC 550.02%0.03%0.07%Q3 2021Q3 20225
Lee Financial Co 550.03%0.04%0.08%Q2 2017Q2 20185
Private Advisory Group LLC 550.42%0.63%0.80%Q2 2018Q2 20195
Beacon Pointe Advisors, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
Apriem Advisors 550.00%0.00%0.00%Q1 2016Q1 20175
Valeo Financial Advisors, LLC 410.00%0.01%0.01%Q2 2018Q1 20205
Fiduciary Trust Co International of Pennsylvania 410.01%0.02%0.03%Q2 2015Q1 20195
Cordasco Financial Network 550.01%0.01%0.02%Q4 2013Q4 20145
Advisors Preferred, LLC 210.01%0.03%0.07%Q2 2014Q4 20195
AEGON USA Investment Management, LLC 550.13%0.46%0.67%Q2 2013Q2 20145
Verition Fund Management LLC 410.03%0.06%0.09%Q2 2016Q3 20175
Baltimore-Washington Financial Advisors, Inc. 550.01%0.12%0.23%Q3 2014Q3 20155
Argentus Capital Management, LLC 550.01%0.01%0.03%Q3 2015Q3 20165
Clearstead Trust, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
LILLEY & CO 550.10%0.11%0.12%Q2 2013Q2 20145
NewEdge Advisors, LLC 410.00%0.00%0.00%Q2 2017Q3 20235
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 551.77%1.81%1.90%Q3 2022Q3 20235
Cedar Wealth Management, LLC 550.06%0.08%0.12%Q2 2018Q2 20195
Gupta Wealth Management LLC 550.00%0.00%0.00%Q1 2015Q1 20165
Cerity Partners LLC 410.00%0.01%0.03%Q4 2021Q1 20235
Pinnacle Wealth Management Advisory Group, LLC 410.18%0.24%0.29%Q4 2014Q1 20165
BREMER TRUST NATIONAL ASSOCIATION 320.06%0.08%0.11%Q3 2017Q4 20185
Cutler Group LLC / CA 550.00%0.00%0.01%Q1 2016Q1 20175
FIRST INTERSTATE BANK 320.00%0.01%0.01%Q3 2015Q4 20195
Surevest, LLC 410.02%0.16%0.22%Q4 2018Q3 20225
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
WealthPLAN Partners, LLC 210.00%0.04%0.14%Q1 2015Q3 20165
COLONY GROUP LLC 550.04%0.09%0.14%Q4 2014Q4 20155
Partnervest Advisory Services LLC 550.00%0.28%0.73%Q2 2013Q2 20145
Perella Weinberg Partners Capital Management LP 410.09%2.79%7.41%Q1 2015Q2 20195
HAP Trading, LLC 440.02%0.12%0.20%Q2 2021Q1 20224
Barnett & Company, Inc. 440.00%0.00%0.00%Q2 2016Q1 20174
B. Riley Wealth Advisors, Inc. 210.00%0.03%0.06%Q2 2013Q4 20144
3D ASSET MANAGEMENT, INC 440.91%1.14%1.41%Q1 2016Q4 20164
REBALANCE, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
MARSHALL WACE, LLP 210.00%0.00%0.01%Q2 2018Q2 20214
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 210.00%0.00%0.00%Q2 2016Q2 20214
WEALTHSOURCE PARTNERS, LLC 440.04%0.10%0.14%Q1 2019Q4 20194
S.A. Mason LLC 440.03%0.08%0.12%Q4 2019Q3 20204
CAROLINAS WEALTH CONSULTING LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Homrich & Berg 440.01%0.01%0.01%Q4 2020Q3 20214
Sunbelt Securities, Inc. 310.00%0.00%0.01%Q4 2016Q3 20234
Phoenix Wealth Advisors 440.02%0.02%0.02%Q4 2020Q3 20214
Valtinson Bruner Financial Planning LLC 440.14%0.22%0.29%Q3 2019Q2 20204
Krilogy Financial LLC 440.00%0.00%0.01%Q3 2015Q2 20164
FutureAdvisor, Inc. 440.62%0.99%1.58%Q4 2014Q3 20154
Dynamic Advisor Solutions LLC 440.06%0.08%0.10%Q1 2019Q4 20194
Financial Gravity Asset Management, Inc. 440.00%0.01%0.01%Q1 2019Q4 20194
INVESTMENT PARTNERS, LTD. 210.12%0.15%0.21%Q1 2015Q4 20174
FineMark National Bank & Trust 210.00%0.01%0.01%Q2 2013Q4 20154
WEST BANCORPORATION INC 440.05%0.05%0.05%Q4 2019Q3 20204
Belpointe Asset Management LLC 220.00%0.01%0.02%Q3 2019Q1 20234
Capital Planning Advisors, LLC 440.07%0.09%0.13%Q4 2018Q3 20194
COMERICA BANK 210.00%0.02%0.05%Q2 2013Q3 20234
Gemmer Asset Management LLC 310.00%0.02%0.03%Q3 2014Q4 20174
Eagle Bay Advisors LLC 440.01%0.01%0.01%Q2 2022Q1 20234
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
DRIEHAUS CAPITAL MANAGEMENT LLC 440.02%0.02%0.02%Q2 2013Q1 20144
BBJS FINANCIAL ADVISORS, LLC 440.59%0.73%0.87%Q4 2022Q3 20234
Berman Capital Advisors, LLC 440.00%0.03%0.06%Q1 2020Q4 20204
Heritage Trust Co 440.00%0.01%0.02%Q1 2017Q4 20174
Walkner Condon Financial Advisors LLC 440.20%0.61%0.82%Q4 2019Q3 20204
ASSOCIATED BANC-CORP 440.09%0.10%0.10%Q1 2020Q4 20204
ROBERTSON STEPHENS ADVISORS LLC 440.60%0.87%1.05%Q4 2016Q3 20174
Foundations Investment Advisors, LLC 310.14%0.28%0.57%Q2 2018Q2 20194
DAVIDSON TRUST CO 440.29%0.29%0.30%Q2 2020Q1 20214
AlphaMark Advisors, LLC 310.00%0.00%0.01%Q2 2013Q4 20164
BBR PARTNERS, LLC 440.03%0.04%0.05%Q3 2019Q2 20204
Mirae Asset Global Investments Co., Ltd. 440.01%0.01%0.01%Q2 2022Q1 20234
INTERACTIVE FINANCIAL ADVISORS, INC. 311.88%2.77%3.23%Q2 2015Q2 20184
Sterling Financial Planning, Inc. 440.04%0.05%0.05%Q4 2020Q3 20214
Peachtree Investment Advisors, Inc. 440.00%0.00%0.00%Q3 2014Q2 20154
PEAK6 Group LLC 440.00%0.01%0.01%Q2 2013Q1 20144
Legacy Private Trust Co. 210.03%0.04%0.07%Q2 2014Q1 20174
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.00%0.13%0.19%Q1 2021Q3 20234
Norway Savings Bank 330.00%0.00%0.00%Q1 2018Q3 20183
HB Wealth Management, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Selective Wealth Management, Inc. 330.00%0.00%0.00%Q4 2020Q2 20213
Archer Investment Corp 330.00%0.00%0.00%Q4 2018Q2 20193
Compagnie Lombard Odier SCmA 330.00%0.00%0.00%Q4 2013Q2 20143
Waverly Advisors, LLC 210.00%0.01%0.02%Q3 2013Q3 20153
Edge Advisors, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Main Management LLC 331.27%1.32%1.36%Q2 2013Q4 20133
Systematic Alpha Investments, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
WRAPMANAGER INC 330.08%0.08%0.08%Q2 2019Q4 20193
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.01%Q1 2023Q3 20233
MGO ONE SEVEN LLC 210.04%0.04%0.05%Q4 2017Q4 20183
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2013Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
NWAM LLC 330.11%0.11%0.12%Q1 2013Q3 20133
First Heartland Consultants, Inc. 210.10%0.13%0.17%Q2 2013Q2 20143
LS Investment Advisors, LLC 330.05%0.06%0.06%Q2 2013Q4 20133
Jane Street Holding, LLC 220.01%0.02%0.04%Q3 2013Q4 20133
Pacifica Partners Inc. 210.00%0.01%0.02%Q4 2021Q4 20233
FORVIS Wealth Advisors, LLC 330.04%0.04%0.04%Q4 2017Q2 20183
Westchester Capital Management, Inc. 330.02%0.02%0.02%Q2 2013Q4 20133
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
Prime Capital Investment Advisors, LLC 330.02%0.03%0.03%Q4 2017Q2 20183
Acorn Wealth Advisors, LLC 330.07%0.08%0.09%Q4 2017Q2 20183
AlphaStar Capital Management, LLC 330.08%0.09%0.12%Q4 2017Q2 20183
Blume Capital Management, Inc. 330.02%0.02%0.02%Q4 2013Q2 20143
Haverford Trust Co 330.00%0.00%0.01%Q1 2018Q3 20183
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.01%0.02%Q2 2013Q1 20153
Pathway Financial Advisors LLC 330.02%0.03%0.03%Q4 2017Q2 20183
Ellevest, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
First Personal Financial Services 110.00%0.01%0.01%Q3 2015Q3 20183
Global Wealth Management Investment Advisory, Inc. 330.00%0.01%0.01%Q4 2018Q2 20193
Stratos Wealth Partners, LTD. 210.00%0.01%0.01%Q4 2017Q3 20183
PRUDENTIAL FINANCIAL INC 330.00%0.00%0.00%Q4 2017Q2 20183
Allianz Asset Management GmbH 330.00%0.00%0.00%Q2 2018Q4 20183
FIDUCIARY TRUST CO 210.01%0.01%0.01%Q3 2019Q3 20203
St. Louis Trust Co 330.20%0.21%0.21%Q1 2018Q3 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
AVIANCE CAPITAL MANAGEMENT, LLC 210.00%0.03%0.07%Q2 2016Q2 20173
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Trexquant Investment LP 330.03%0.06%0.09%Q1 2020Q3 20203
Baird Financial Group, Inc. 330.01%0.01%0.01%Q2 2019Q4 20193
V Wealth Advisors LLC 330.74%0.98%1.45%Q1 2016Q3 20163
Guardian Wealth Management, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
Firestone Capital Management 330.01%0.01%0.02%Q4 2019Q2 20203
Trail Ridge Investment Advisors, LLC 330.21%0.37%0.45%Q4 2021Q2 20223
Cetera Advisor Networks LLC 210.00%0.01%0.01%Q1 2019Q2 20203
Man Investments Ltd 210.18%0.26%0.31%Q3 2013Q2 20143
Crabel Capital Management, LLC 110.09%0.12%0.19%Q4 2017Q1 20213
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
Ausdal Financial Partners, Inc. 330.26%0.27%0.31%Q2 2019Q4 20193
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.00%0.00%0.00%Q2 2014Q4 20143
Plante Moran Financial Advisors, LLC 210.02%0.02%0.02%Q2 2013Q1 20193
Bremer Bank National Association 330.07%0.07%0.08%Q1 2019Q3 20193
SHINE INVESTMENT ADVISORY SERVICES INC 330.00%0.00%0.00%Q2 2017Q4 20173
ZRC WEALTH MANAGEMENT, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
GUARDIAN WEALTH ADVISORS, LLC / NC 330.01%0.02%0.03%Q4 2021Q2 20223
CITY NATIONAL BANK 210.00%0.00%0.00%Q3 2013Q3 20153
Enterprise Trust & Investment Co 330.01%0.01%0.01%Q1 2020Q3 20203
SMITH SHELLNUT WILSON LLC /ADV 330.02%0.02%0.02%Q1 2021Q3 20213
Strategic Capital Alternatives LLC 210.01%0.02%0.02%Q3 2014Q3 20153
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.00%Q4 2020Q4 20223
ROPES WEALTH ADVISORS LLC 210.01%0.01%0.02%Q3 2016Q2 20183
ATHERTON LANE ADVISERS, LLC 330.04%0.05%0.07%Q2 2014Q4 20143
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
FINANCIAL COUNSELORS INC 220.01%0.01%0.01%Q1 2016Q2 20162
IBERIABANK CORP 220.38%0.39%0.41%Q1 2013Q2 20132
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 220.53%0.98%1.42%Q2 2021Q3 20212
Grove Bank & Trust 220.00%0.00%0.00%Q4 2022Q1 20232
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Mutual Advisors, LLC 110.07%0.08%0.08%Q1 2020Q1 20212
Princeton Global Asset Management LLC 220.00%0.00%0.00%Q1 2019Q2 20192
INSIGNEO ADVISORY SERVICES, LLC 220.06%0.07%0.08%Q4 2022Q1 20232
Research Affiliates, LLC 220.54%0.55%0.56%Q2 2013Q3 20132
CAPITAL GUARDIAN TRUST CO 220.00%0.00%0.00%Q3 2018Q4 20182
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
SHEETS SMITH WEALTH MANAGEMENT 220.36%0.40%0.44%Q1 2013Q2 20132
BRIDGES INVESTMENT COUNSEL INC/ 220.05%0.05%0.05%Q3 2015Q4 20152
NOMURA HOLDINGS INC 110.00%0.00%0.01%Q3 2013Q4 20142
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Advocacy Wealth Management Services, LLC 220.01%0.01%0.01%Q4 2015Q1 20162
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q4 2019Q2 20222
LOEB PARTNERS CORP 220.17%0.17%0.18%Q2 2013Q3 20132
Banyan Partners, LLC 220.03%0.07%0.12%Q3 2013Q4 20132
Crosspoint Capital Strategies, LLC 220.01%0.02%0.03%Q3 2015Q4 20152
CI INVESTMENTS INC. 220.00%0.00%0.00%Q3 2020Q4 20202
Concert Wealth Management Inc. 110.01%0.02%0.04%Q3 2015Q3 20162
Financial Enhancement Group LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Arkadios Wealth Advisors 220.01%0.01%0.01%Q4 2019Q1 20202
LVW Advisors, LLC 220.14%0.14%0.14%Q4 2014Q1 20152
MYCIO WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q1 2019Q2 20192
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2016Q3 20172
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.02%0.04%Q3 2013Q3 20182
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
Cresset Asset Management, LLC 220.00%0.03%0.05%Q4 2018Q1 20192
NEW ENGLAND SECURITIES CORP /MA/ 220.00%0.00%0.00%Q2 2013Q3 20132
Stearns Financial Services Group 110.00%0.00%0.00%Q4 2018Q1 20202
TORONTO DOMINION BANK 220.02%0.02%0.03%Q3 2018Q4 20182
NAPLES GLOBAL ADVISORS, LLC 220.08%0.15%0.22%Q1 2016Q2 20162
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.02%Q2 2013Q3 20132
ROCKEFELLER FINANCIAL SERVICES INC 220.00%0.01%0.02%Q3 2013Q4 20132
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.00%Q3 2017Q4 20172
Elmwood Wealth Management, Inc. 110.01%0.01%0.01%Q1 2018Q1 20202
Idaho Trust Bank 220.69%0.70%0.72%Q2 2023Q3 20232
GREAT VALLEY ADVISOR GROUP, INC. 220.01%0.01%0.02%Q2 2021Q3 20212
Community Bank, N.A. 220.00%0.00%0.00%Q4 2015Q1 20162
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Donald L. Hagan, LLC 110.00%0.00%0.00%Q3 2015Q1 20162
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Forward Management, LLC 220.02%0.06%0.10%Q2 2016Q3 20162
Barber Financial Group, Inc. 110.09%0.16%0.23%Q4 2017Q1 20202
Winchester Group Inc. 220.61%0.61%0.61%Q2 2013Q3 20132
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20222
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.01%0.02%Q4 2021Q3 20222
iAB Financial Bank 220.08%0.08%0.09%Q3 2016Q4 20162
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Ascent Group, LLC 110.02%0.04%0.05%Q2 2022Q2 20232
PEOPLES FINANCIAL SERVICES CORP. 220.00%0.00%0.00%Q2 2014Q3 20142
SouthState Corp 110.00%0.02%0.05%Q1 2014Q4 20212
Intellectus Partners, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Bell Bank 220.29%0.31%0.34%Q2 2013Q3 20132
Paloma Partners Management Co 220.01%0.01%0.01%Q2 2019Q3 20192
LANDAAS & CO /WI /ADV 220.01%0.01%0.01%Q3 2017Q4 20172
GeoWealth Management, LLC 220.02%0.03%0.03%Q2 2022Q3 20222
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
ERTS Wealth Advisors, LLC 220.01%0.02%0.03%Q4 2018Q1 20192
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2017Q4 20182
Cable Hill Partners, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Hemenway Trust Co LLC 110.05%0.06%0.06%Q2 2014Q1 20152
HRT FINANCIAL LP 110.00%0.12%0.24%Q1 2018Q3 20232
Ancora Advisors LLC 220.00%0.00%0.00%Q3 2021Q4 20212
SKBA CAPITAL MANAGEMENT LLC 220.03%0.03%0.03%Q1 2016Q2 20162
Ruggie Capital Group 110.00%0.04%0.08%Q2 2016Q4 20182
WealthTrust-Arizona, LLC 220.01%0.01%0.01%Q2 2014Q3 20142
AVALON CAPITAL MANAGEMENT 220.61%0.64%0.67%Q3 2014Q4 20142
BARRETT & COMPANY, INC. 220.03%0.03%0.03%Q3 2022Q4 20222
Gerstein Fisher 220.06%0.06%0.06%Q3 2013Q4 20132
Semmax Financial Advisors Inc. 220.01%0.02%0.02%Q4 2018Q1 20192
Holistic Financial Partners 220.04%0.04%0.04%Q4 2017Q1 20182
Focused Wealth Management, Inc 220.00%0.00%0.00%Q4 2018Q1 20192
BOSTON FINANCIAL MANGEMENT LLC 220.71%0.72%0.72%Q2 2016Q3 20162
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Julex Capital Management, LLC 110.00%0.00%0.01%Q1 2019Q3 20192
BTR CAPITAL MANAGEMENT INC 220.06%0.09%0.12%Q1 2015Q2 20152
RiverFront Investment Group, LLC 220.42%0.43%0.44%Q3 2009Q4 20092
Lindbrook Capital, LLC 110.00%0.00%0.00%Q1 2022Q4 20222
WP Advisors, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
DOHJ, LLC 110.13%0.13%0.13%Q2 2021Q2 20211
Towercrest Capital Management 110.08%0.08%0.08%Q2 2018Q2 20181
MATHER GROUP, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
EPG Wealth Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Perkins Coie Trust Co 110.01%0.01%0.01%Q4 2013Q4 20131
Rehmann Capital Advisory Group 110.13%0.13%0.13%Q4 2012Q4 20121
Sonora Investment Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Johanson Financial Advisors, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Independent Portfolio Consultants, Inc. 110.07%0.07%0.07%Q4 2015Q4 20151
Paradigm Financial Advisors, LLC 110.03%0.03%0.03%Q1 2014Q1 20141
GRIMES & COMPANY, INC. 110.04%0.04%0.04%Q4 2017Q4 20171
Israel Discount Bank of New York 110.02%0.02%0.02%Q1 2018Q1 20181
1832 Asset Management L.P. 110.00%0.00%0.00%Q1 2015Q1 20151
Arcus Capital Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Laurion Capital Management LP 110.00%0.00%0.00%Q3 2017Q3 20171
Financial Advocates Investment Management 110.04%0.04%0.04%Q4 2017Q4 20171
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q2 2014Q2 20141
Spot Trading L.L.C 110.00%0.00%0.00%Q4 2013Q4 20131
SNS Financial Group, LLC 110.20%0.20%0.20%Q1 2013Q1 20131
First Allied Asset Management, Inc. 110.99%0.99%0.99%Q2 2013Q2 20131
Ledyard National Bank 110.00%0.00%0.00%Q3 2015Q3 20151
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q2 2013Q2 20131
Silver Bridge Capital Management LLC 110.22%0.22%0.22%Q2 2013Q2 20131
Wealthcare Advisory Partners LLC 110.10%0.10%0.10%Q2 2016Q2 20161
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
AHL Partners LLP 110.08%0.08%0.08%Q3 2014Q3 20141
GENWORTH FINANCIAL INC 110.25%0.25%0.25%Q2 2013Q2 20131
Squar Milner Financial Services LLC 110.02%0.02%0.02%Q2 2018Q2 20181
BANYAN CAPITAL MANAGEMENT, INC. 111.63%1.63%1.63%Q4 2018Q4 20181
Executive Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q4 2016Q4 20161
VSR Financial Services, Inc. 110.08%0.08%0.08%Q1 2014Q1 20141
Prosperity Financial Group, Inc. 110.19%0.19%0.19%Q2 2023Q2 20231
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
BALLAST ADVISORS LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q2 2016Q2 20161
Tempus Wealth Planning, LLC 113.11%3.11%3.11%Q4 2019Q4 20191
McClarren Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q2 2017Q2 20171
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Endurance Wealth Management, Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q4 2016Q4 20161
Risk Paradigm Group, LLC 110.41%0.41%0.41%Q3 2016Q3 20161
Vontobel Swiss Wealth Advisors AG 110.06%0.06%0.06%Q4 2014Q4 20141
ELEMENT POINTE ADVISORS, LLC 110.30%0.30%0.30%Q4 2018Q4 20181
COMMERCE BANK 110.00%0.00%0.00%Q4 2016Q4 20161
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Wealth Alliance 111.21%1.21%1.21%Q4 2019Q4 20191
Fusion Investment Group, LLC 110.10%0.10%0.10%Q4 2013Q4 20131
Blue Sky Asset Management, LLC 110.37%0.37%0.37%Q1 2019Q1 20191
Bison Wealth, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Bartlett & Co. LLC 110.00%0.00%0.00%Q3 2013Q3 20131
LODESTAR INVESTMENT COUNSEL LLC/IL 110.04%0.04%0.04%Q2 2018Q2 20181
Savior LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Baystate Wealth Management LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Bridge Advisory, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q1 2020Q1 20201
RDA Financial Network 110.13%0.13%0.13%Q1 2019Q1 20191
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Thomasville National Bank 110.01%0.01%0.01%Q1 2015Q1 20151
Holloway Wealth Management, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
FIRST MIDWEST BANK TRUST DIVISION 110.44%0.44%0.44%Q2 2013Q2 20131
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
CUMBERLAND ADVISORS INC 111.62%1.62%1.62%Q4 2015Q4 20151
COBIZ WEALTH, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
TWIN FOCUS CAPITAL PARTNERS, LLC 110.10%0.10%0.10%Q3 2014Q3 20141
PIERSHALE FINANCIAL GROUP, INC. 110.01%0.01%0.01%Q4 2015Q4 20151
Litman Gregory Wealth Management LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Archford Capital Strategies, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q3 2013Q3 20131
THOMPSON SIEGEL & WALMSLEY LLC 110.02%0.02%0.02%Q2 2021Q2 20211
West Oak Capital, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Ford Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
PINNACLE FINANCIAL PARTNERS INC 110.02%0.02%0.02%Q3 2018Q3 20181
REILLY FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
CALTON & ASSOCIATES, INC. 110.05%0.05%0.05%Q4 2017Q4 20171
DCM Advisors, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
THORNBURG INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2019Q3 20191
Stuart Chaussee & Associates, Inc. 113.27%3.27%3.27%Q3 2017Q3 20171
Edge Wealth Management LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Wagner Wealth Management, LLC 110.06%0.06%0.06%Q3 2018Q3 20181
Global Trust Asset Management, LLC 110.23%0.23%0.23%Q4 2017Q4 20171
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Outlook Wealth Advisors, LLC 110.41%0.41%0.41%Q4 2018Q4 20181
MCF Advisors LLC 110.00%0.00%0.00%Q4 2016Q4 20161
JNBA Financial Advisors 115.98%5.98%5.98%Q3 2016Q3 20161
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q1 20181
Legacy Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
EXCELSIA, INC. 116.78%6.78%6.78%Q4 2014Q4 20141
J.W. COLE ADVISORS, INC. 110.10%0.10%0.10%Q3 2021Q3 20211
Cassady Schiller Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Black Swift Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Apollon Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
ISTHMUS PARTNERS, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Rossmore Private Capital 110.10%0.10%0.10%Q4 2017Q4 20171
US FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Hoxton Financial, Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Strategic Blueprint, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
SPINNAKER TRUST 110.06%0.06%0.06%Q1 2014Q1 20141
Carnick & Kubik, LLC 110.06%0.06%0.06%Q3 2015Q3 20151
America First Investment Advisors, LLC 110.04%0.04%0.04%Q1 2017Q1 20171
Karp Capital Management Corp 110.01%0.01%0.01%Q4 2014Q4 20141
Concord Wealth Partners 110.00%0.00%0.00%Q2 2022Q2 20221
Asset Dedication, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
BALDWIN BROTHERS LLC/MA 110.01%0.01%0.01%Q1 2019Q1 20191
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Argent Trust Co 110.02%0.02%0.02%Q2 2023Q2 20231
PUZO MICHAEL J 110.20%0.20%0.20%Q2 2013Q2 20131
Pinkerton Retirement Specialists, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Platte River Wealth Advisors, LLC 110.34%0.34%0.34%Q4 2019Q4 20191
SHAPIRO ROBERT N 110.01%0.01%0.01%Q4 2013Q4 20131
FIDUCIENT ADVISORS LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CT Financial Advisors LLC 110.01%0.01%0.01%Q4 2014Q4 20141
SOLARIS ASSET MANAGEMENT LLC 110.75%0.75%0.75%Q2 2013Q2 20131
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
Fortis Advisors, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
EASTERN BANK 110.02%0.02%0.02%Q3 2013Q3 20131
ADIRONDACK TRUST CO 110.07%0.07%0.07%Q2 2016Q2 20161
FIRST FOUNDATION ADVISORS 110.08%0.08%0.08%Q3 2013Q3 20131
Legacy Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BEACON FINANCIAL GROUP 110.05%0.05%0.05%Q4 2013Q4 20131
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2015Q1 20151
McAdam, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
EXENCIAL WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q1 2013Q1 20131
WealthShield Partners, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Bluefin Trading, LLC 110.02%0.02%0.02%Q2 2014Q2 20141
Covenant Multifamily Offices, LLC 110.05%0.05%0.05%Q4 2013Q4 20131
Gyon Technologies Capital Management, LP 110.06%0.06%0.06%Q2 2022Q2 20221
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
OLD MISSION CAPITAL, LLC 111.23%1.23%1.23%Q4 2016Q4 20161
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MONROE BANK & TRUST/MI 110.01%0.01%0.01%Q3 2013Q3 20131
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
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.