SPDR INDEX SHS FDS shareholder history

Current and past SPDR INDEX SHS FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 45450.00%0.00%0.01%Q2 2013Q2 202445
CITIGROUP INC 45450.00%0.00%0.00%Q2 2013Q2 202445
LPL Financial LLC 45450.01%0.13%0.51%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.01%0.01%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.01%0.02%Q2 2013Q2 202445
STATE STREET CORP 45450.01%0.01%0.02%Q2 2013Q2 202445
PHILLIPS FINANCIAL MANAGEMENT, LLC 45450.08%0.18%0.39%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.02%0.05%Q2 2013Q2 202445
TRUIST FINANCIAL CORP 44440.02%0.16%0.35%Q2 2013Q1 202444
ASSETMARK, INC 44440.26%1.09%2.16%Q3 2013Q2 202444
US BANCORP \DE\ 44440.00%0.01%0.04%Q3 2013Q2 202444
Janney Montgomery Scott LLC 32110.00%0.00%0.01%Q3 2013Q2 202443
Cambridge Investment Research Advisors, Inc. 41410.01%0.09%0.28%Q2 2014Q2 202441
Creative Planning 3640.00%1.05%3.39%Q2 2014Q2 202441
Baystate Wealth Management LLC 40402.32%14.49%23.14%Q1 2014Q4 202340
ENVESTNET ASSET MANAGEMENT INC 2410.00%0.07%0.16%Q2 2013Q2 202439
UBS Group AG 39390.00%0.02%0.08%Q4 2014Q2 202439
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 38380.06%1.44%2.96%Q4 2014Q1 202438
AMERIPRISE FINANCIAL INC 3070.00%0.01%0.04%Q2 2013Q2 202437
JPMORGAN CHASE & CO 2120.00%0.00%0.01%Q2 2013Q2 202434
IFP Advisors, Inc 20140.00%0.37%0.93%Q4 2015Q2 202434
Geneos Wealth Management Inc. 34340.00%0.26%0.83%Q1 2016Q2 202434
BlackRock Finance, Inc. 3010.00%0.00%0.00%Q4 2015Q2 202433
JANE STREET GROUP, LLC 810.00%0.02%0.08%Q1 2014Q2 202433
Raymond James Financial Services Advisors, Inc. 2850.00%0.04%0.18%Q4 2015Q2 202433
PNC FINANCIAL SERVICES GROUP, INC. 2660.00%0.00%0.00%Q1 2015Q2 202432
Bank of New York Mellon Corp 2750.00%0.00%0.03%Q4 2014Q2 202432
HighTower Advisors, LLC 32320.01%0.03%0.06%Q3 2016Q2 202432
Cornerstone Wealth Management, LLC 2560.07%0.43%0.95%Q3 2016Q2 202431
Patriot Financial Group Insurance Agency, LLC 2460.01%0.21%0.41%Q4 2016Q2 202430
RWA WEALTH PARTNERS, LLC 30300.01%0.07%0.20%Q1 2017Q2 202430
Aveo Capital Partners, LLC 1410.06%0.48%1.87%Q4 2016Q2 202429
SHEETS SMITH WEALTH MANAGEMENT 29290.06%0.28%0.62%Q2 2017Q2 202429
AE Wealth Management LLC 29290.04%0.11%0.28%Q2 2017Q2 202429
MML INVESTORS SERVICES, LLC 29290.08%0.26%2.07%Q2 2017Q2 202429
Stadion Money Management, LLC 2720.56%13.13%21.49%Q1 2017Q2 202429
RAYMOND JAMES & ASSOCIATES 2710.00%0.00%0.01%Q4 2013Q2 202429
Steward Partners Investment Advisory, LLC 28280.00%0.01%0.06%Q3 2017Q2 202428
Wealthcare Advisory Partners LLC 28280.23%0.62%0.96%Q3 2017Q2 202428
KEYBANK NATIONAL ASSOCIATION/OH 2710.00%0.00%0.01%Q2 2016Q2 202428
Private Advisor Group, LLC 2430.00%0.32%0.68%Q2 2016Q2 202428
Ausdal Financial Partners, Inc. 2710.00%1.05%1.84%Q4 2015Q2 202428
CAPTRUST FINANCIAL ADVISORS 28280.00%0.05%0.26%Q3 2017Q2 202428
Mariner, LLC 2610.00%0.12%0.35%Q3 2016Q2 202427
SIGNET FINANCIAL MANAGEMENT, LLC 27270.10%0.87%2.25%Q4 2017Q2 202427
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.05%0.16%Q2 2013Q4 201927
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2610.00%0.01%0.06%Q2 2016Q2 202427
JRM Investment Counsel, LLC 27270.69%2.14%6.36%Q4 2017Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.01%0.05%0.08%Q4 2017Q2 202427
Citadel Advisors 610.00%0.00%0.02%Q3 2014Q2 202427
NAPLES GLOBAL ADVISORS, LLC 27270.03%0.07%0.12%Q4 2017Q2 202427
BLAIR WILLIAM & CO/IL 27270.00%0.01%0.02%Q4 2017Q2 202427
AlphaStar Capital Management, LLC 27271.10%6.27%11.60%Q4 2017Q2 202427
JFS WEALTH ADVISORS, LLC 27270.04%0.27%0.60%Q4 2017Q2 202427
AdvisorNet Financial, Inc 27270.01%0.35%0.77%Q4 2017Q2 202427
Gradient Investments LLC 27270.00%1.51%3.72%Q4 2017Q2 202427
Spectrum Asset Management, Inc. (NB/CA) 27270.10%0.68%1.63%Q4 2017Q2 202427
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.02%Q2 2013Q1 202427
Rehmann Capital Advisory Group 1830.00%0.10%0.37%Q1 2015Q2 202427
Capital Investment Advisory Services, LLC 27270.00%0.26%1.02%Q4 2017Q2 202427
OLD SECOND NATIONAL BANK OF AURORA 27270.00%0.11%0.28%Q4 2017Q2 202427
United Asset Strategies, Inc. 27270.04%0.13%0.30%Q4 2017Q2 202427
McNamara Financial Services, Inc. 272711.36%13.11%16.22%Q4 2017Q2 202427
Front Row Advisors LLC 27270.00%0.00%0.01%Q4 2017Q2 202427
Sargent Bickham Lagudis LLC 14130.00%0.04%0.05%Q1 2016Q4 202227
VISTA INVESTMENT MANAGEMENT 27270.87%1.14%1.52%Q4 2017Q2 202427
NORTHERN TRUST CORP 2610.00%0.00%0.00%Q4 2014Q2 202427
Savant Capital, LLC 27270.47%0.94%1.44%Q4 2017Q2 202427
Vivaldi Capital Management LP 27270.52%2.95%5.23%Q4 2017Q2 202427
RFG Advisory, LLC 27270.32%2.05%3.82%Q4 2017Q2 202427
Goodman Financial Corp 27270.03%5.59%6.40%Q4 2017Q2 202427
Strategic Wealth Partners, Ltd. 26260.00%0.45%1.21%Q4 2017Q1 202426
Mutual Advisors, LLC 26260.06%0.22%0.46%Q1 2018Q2 202426
G&S Capital LLC 16100.00%0.68%1.59%Q4 2017Q2 202426
VICUS CAPITAL 26260.04%0.24%1.16%Q1 2018Q2 202426
Baltimore-Washington Financial Advisors, Inc. 26260.05%0.33%0.72%Q1 2018Q2 202426
STIFEL FINANCIAL CORP 2150.00%0.09%0.20%Q4 2017Q2 202426
Allworth Financial LP 26263.57%5.46%7.19%Q1 2018Q2 202426
IRON Financial LLC 26260.74%2.07%6.08%Q1 2018Q2 202426
Continuum Advisory, LLC 26260.78%1.76%3.45%Q1 2018Q2 202426
Advisory Alpha, LLC 26262.35%6.05%10.50%Q4 2017Q1 202426
Boston Standard Wealth Management, LLC 2427.26%8.69%10.09%Q4 2017Q2 202426
JNBA Financial Advisors 2330.05%2.59%7.54%Q4 2017Q2 202426
SNS Financial Group, LLC 26260.08%0.26%0.42%Q1 2018Q2 202426
Snowden Capital Advisors LLC 26260.07%0.36%0.63%Q1 2018Q2 202426
Peterson Wealth Advisors, LLC 26260.66%5.90%12.27%Q1 2018Q2 202426
WRAPMANAGER INC 26260.96%2.19%3.67%Q1 2018Q2 202426
Allen Capital Group, LLC 2060.12%0.74%2.46%Q4 2017Q2 202426
NewEdge Advisors, LLC 26260.02%0.12%0.33%Q1 2018Q2 202426
Alliance Wealth Management Group 2330.98%1.46%1.94%Q4 2017Q2 202426
Trilogy Capital Inc. 26260.22%3.02%4.78%Q1 2018Q2 202426
Annex Advisory Services, LLC 26260.01%0.31%1.44%Q1 2018Q2 202426
Moisand Fitzgerald Tamayo, LLC 26260.06%0.93%1.78%Q1 2018Q2 202426
Evensky & Katz LLC 26260.00%0.05%0.20%Q1 2018Q2 202426
Stratos Wealth Partners, LTD. 26260.00%0.30%0.70%Q1 2018Q2 202426
Vantage Investment Partners, LLC 26260.02%0.09%0.25%Q1 2018Q2 202426
Avior Wealth Management, LLC 26260.02%0.07%0.25%Q1 2018Q2 202426
Parallel Advisors, LLC 26260.00%0.07%0.14%Q1 2018Q2 202426
SigFig Wealth Management, LLC 26260.60%1.33%4.23%Q1 2018Q2 202426
Probity Advisors, Inc. 1250.33%1.39%1.94%Q4 2017Q2 202425
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2320.00%0.06%0.11%Q4 2014Q2 202425
WealthPLAN Partners, LLC 1870.02%0.38%1.13%Q4 2017Q2 202425
CWM, LLC 1310.01%0.44%1.74%Q1 2017Q2 202425
Towercrest Capital Management 25250.95%1.36%2.08%Q2 2018Q2 202425
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 25250.03%0.43%0.75%Q2 2018Q2 202425
StrategIQ Financial Group, LLC 25251.14%2.23%3.17%Q4 2017Q4 202325
NORTHWEST WEALTH MANAGEMENT, LLC 2050.04%0.70%1.48%Q1 2018Q2 202425
Koshinski Asset Management, Inc. 1620.06%0.37%0.70%Q1 2015Q2 202425
SIGNATUREFD, LLC 25250.00%0.01%0.02%Q2 2018Q2 202425
FIFTH THIRD BANCORP 1780.00%0.00%0.00%Q1 2018Q2 202425
FMR LLC 25250.00%0.00%0.00%Q2 2018Q2 202425
Cetera Advisors LLC 2410.03%0.06%0.11%Q4 2013Q4 202325
Simplicity Solutions, LLC 1680.01%0.28%1.34%Q4 2017Q4 202324
JT Stratford LLC 1770.15%1.31%4.63%Q2 2018Q2 202424
Occidental Asset Management, LLC 24240.46%0.77%1.61%Q3 2018Q2 202424
Advisory Services Network, LLC 2220.00%0.04%0.13%Q1 2015Q2 202424
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 24240.64%4.95%7.41%Q3 2018Q2 202424
Winch Advisory Services, LLC 2220.00%0.00%0.00%Q1 2018Q2 202424
Pure Financial Advisors, LLC 24240.57%1.55%3.46%Q3 2018Q2 202424
Arete Wealth Advisors, LLC 1060.21%0.51%0.80%Q1 2018Q2 202424
WASHINGTON TRUST BANK 2130.00%0.01%0.05%Q1 2014Q3 202224
Financial Planning & Information Services, Inc. 24240.08%0.68%1.24%Q3 2018Q2 202424
Tortoise Investment Management, LLC 2310.01%0.29%0.74%Q4 2016Q2 202424
FLAGSHIP HARBOR ADVISORS, LLC 24240.00%0.29%0.90%Q2 2018Q1 202424
GOLDMAN SACHS GROUP INC 920.00%0.00%0.00%Q3 2012Q2 202424
Ironwood Wealth Management, LLC. 24240.00%2.15%4.30%Q3 2018Q2 202424
GREAT LAKES ADVISORS, LLC 24240.02%0.19%0.59%Q3 2018Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.01%0.04%Q3 2018Q2 202424
OneDigital Investment Advisors LLC 1720.00%0.10%0.47%Q1 2018Q2 202424
First Horizon Advisors, Inc. 23230.00%1.06%2.02%Q4 2018Q2 202423
OARSMAN CAPITAL, INC. 23230.05%0.79%2.11%Q3 2018Q1 202423
GRIMES & COMPANY, INC. 23230.21%1.63%3.77%Q4 2018Q2 202423
Ballentine Partners, LLC 23230.51%0.64%0.92%Q4 2018Q2 202423
Sound Income Strategies, LLC 1670.00%0.01%0.09%Q2 2018Q2 202423
Aptus Capital Advisors, LLC 23230.04%1.22%3.41%Q4 2018Q2 202423
Legacy Private Trust Co. 23230.05%0.62%1.44%Q4 2018Q2 202423
PROFFITT & GOODSON INC 23230.06%2.51%3.78%Q4 2018Q2 202423
WALLER FINANCIAL PLANNING GROUP, INC 23238.46%11.25%13.64%Q4 2018Q2 202423
ERn Financial, LLC 23232.19%5.60%12.94%Q4 2018Q2 202423
Canal Capital Management, LLC 2210.21%0.54%1.35%Q1 2018Q2 202423
SlateStone Wealth, LLC 23230.04%0.26%0.62%Q4 2018Q2 202423
Strategic Investment Advisors / MI 23230.08%0.39%0.88%Q4 2018Q2 202423
FIRST MANHATTAN CO. LLC. 23230.00%0.01%0.01%Q4 2018Q2 202423
Larson Financial Group LLC 23230.01%0.99%2.36%Q4 2018Q2 202423
Integrated Wealth Concepts LLC 23230.02%0.21%0.43%Q4 2018Q2 202423
HOWARD FINANCIAL SERVICES, LTD. 23230.19%0.59%1.70%Q4 2018Q2 202423
American Investment Services, Inc. 23230.26%0.71%1.16%Q4 2018Q2 202423
TOWNSQUARE CAPITAL LLC 23232.30%3.16%4.60%Q4 2018Q2 202423
Balentine LLC 23230.04%1.10%4.41%Q4 2018Q2 202423
Fort Point Capital Partners LLC 23230.19%0.42%1.34%Q4 2018Q2 202423
MBM Wealth Consultants, LLC 23230.10%0.20%0.32%Q4 2018Q2 202423
Fernwood Investment Management, LLC 23230.12%0.22%0.36%Q4 2018Q2 202423
Capital Analysts, LLC 23230.05%0.21%0.37%Q4 2018Q2 202423
Aspire Private Capital, LLC 23232.02%3.69%5.65%Q4 2018Q2 202423
Horizon Investments, LLC 1490.16%5.06%9.06%Q3 2018Q2 202423
Certified Advisory Corp 1030.00%0.47%0.85%Q1 2018Q2 202422
SCOTIA CAPITAL INC. 22220.04%0.06%0.09%Q1 2019Q2 202422
FINANCIAL CONSULATE, INC 22220.48%0.96%1.31%Q1 2018Q2 202322
MERCER GLOBAL ADVISORS INC /ADV 22220.00%0.01%0.04%Q1 2019Q2 202422
Belpointe Asset Management LLC 2010.03%0.15%0.30%Q3 2018Q2 202422
Cresset Asset Management, LLC 22220.01%0.07%0.22%Q1 2019Q2 202422
NICOLET ADVISORY SERVICES, LLC 22220.30%1.92%6.44%Q1 2019Q2 202422
Formidable Asset Management, LLC 1750.07%0.81%3.43%Q2 2018Q2 202422
Financial Engines Advisors L.L.C. 22220.01%2.45%4.81%Q1 2019Q2 202422
Opes Wealth Management LLC 22221.17%1.84%2.83%Q1 2019Q2 202422
J.P. Morgan Private Wealth Advisors LLC 22220.01%0.01%0.02%Q2 2018Q3 202322
Tower Research Capital LLC (TRC) 710.00%0.00%0.02%Q4 2013Q2 202422
Csenge Advisory Group 2020.12%0.20%0.33%Q3 2017Q2 202422
Brio Consultants, LLC 1390.05%3.62%9.95%Q4 2018Q2 202422
Perigon Wealth Management, LLC 2010.01%0.05%0.12%Q3 2011Q2 202421
Beacon Pointe Advisors, LLC 1910.06%0.13%0.39%Q4 2018Q2 202421
CreativeOne Wealth, LLC 21210.11%0.17%0.33%Q2 2019Q2 202421
ATLAS CAPITAL ADVISORS LLC 1560.01%0.39%1.08%Q1 2019Q2 202421
DFPG INVESTMENTS, LLC 21210.13%0.41%1.06%Q4 2018Q4 202321
OLD MISSION CAPITAL LLC 410.01%0.16%0.92%Q2 2015Q2 202421
TLWM 21210.11%0.15%0.29%Q2 2019Q2 202421
TPG Financial Advisors, LLC 21212.09%2.99%3.79%Q4 2018Q4 202321
PARK AVENUE SECURITIES LLC 21210.06%0.62%1.02%Q2 2019Q2 202421
Prestige Wealth Management Group LLC 21210.00%0.09%0.40%Q4 2018Q4 202321
Bristlecone Advisors, LLC 21210.07%2.92%4.08%Q2 2019Q2 202421
Brinker Capital Investments, LLC 21210.03%0.93%1.74%Q4 2017Q4 202221
Gradient Capital Advisors, LLC 21210.24%2.68%3.82%Q2 2019Q2 202421
Gryphon Financial Partners LLC 1650.06%0.55%1.57%Q1 2019Q2 202421
COMERICA BANK 1740.01%0.02%0.03%Q4 2018Q2 202421
Lantz Financial LLC 21210.15%0.50%1.04%Q2 2019Q2 202421
Norway Savings Bank 21210.15%1.02%1.88%Q2 2019Q2 202421
First Allied Advisory Services, Inc. 1110.01%0.08%0.42%Q2 2013Q3 202021
NBT BANK N A /NY 21210.21%0.69%1.35%Q2 2019Q2 202421
COURIER CAPITAL LLC 21210.06%0.15%0.28%Q2 2019Q2 202421
Diligent Investors, LLC 21211.23%2.04%2.47%Q2 2019Q2 202421
CABOT WEALTH MANAGEMENT INC 21210.09%0.27%0.32%Q2 2019Q2 202421
LEVEL FOUR ADVISORY SERVICES, LLC 21210.03%0.26%0.82%Q1 2018Q1 202321
BENJAMIN F. EDWARDS & COMPANY, INC. 1550.01%1.65%3.44%Q4 2017Q2 202420
COLTON GROOME FINANCIAL ADVISORS, LLC 20200.75%3.81%10.26%Q3 2019Q2 202420
HBW ADVISORY SERVICES LLC 20200.54%0.72%1.45%Q3 2019Q2 202420
Boltwood Capital Management 20200.20%3.09%3.86%Q3 2019Q2 202420
PrairieView Partners, LLC 20200.01%0.02%0.06%Q3 2019Q2 202420
Sensible Financial Planning & Management, LLC. 20200.12%1.10%1.79%Q3 2019Q2 202420
GIRARD PARTNERS LTD. 20200.05%0.14%0.18%Q3 2019Q2 202420
Independence Bank of Kentucky 1370.00%0.05%0.16%Q4 2017Q2 202420
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 20200.00%0.55%0.89%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.02%0.03%Q4 2017Q3 202220
Strategic Blueprint, LLC 20200.05%0.30%0.64%Q3 2019Q2 202420
Telos Capital Management, Inc. 940.03%0.04%0.06%Q1 2019Q2 202420
Ancora Advisors LLC 1910.00%0.00%0.00%Q3 2018Q2 202420
Atria Investments, Inc 1040.06%0.17%0.43%Q1 2018Q2 202420
Global Retirement Partners, LLC 1010.19%0.70%1.06%Q4 2018Q2 202420
Valtinson Bruner Financial Planning LLC 1730.28%3.00%4.86%Q2 2019Q2 202420
Forvis Mazars Wealth Advisors, LLC 20200.02%0.03%0.04%Q3 2019Q2 202420
Cerity Partners OCIO LLC 20200.03%0.35%0.57%Q1 2018Q4 202220
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 20200.03%0.06%0.12%Q3 2019Q2 202420
LexAurum Advisors, LLC 1820.16%0.40%0.55%Q1 2018Q2 202420
True North Advisors, LLC 19190.39%1.41%2.44%Q4 2019Q2 202419
HIGHLAND CAPITAL MANAGEMENT, LLC 19190.02%0.03%0.03%Q4 2019Q2 202419
INTEGRATED CAPITAL MANAGEMENT, INC. 1450.32%5.85%8.82%Q4 2018Q2 202419
NovaPoint Capital, LLC 19191.10%2.26%3.49%Q4 2019Q2 202419
Strategic Financial Planning, Inc. 19194.22%9.25%10.79%Q4 2019Q2 202419
Gainplan LLC 19190.76%2.55%7.95%Q4 2019Q2 202419
Strategic Financial Partners, Ltd. 19194.70%8.31%12.91%Q4 2019Q2 202419
Paradigm Financial Partners, LLC 1810.04%0.17%0.30%Q4 2018Q2 202419
FLOW TRADERS U.S. LLC 710.00%0.42%1.81%Q2 2013Q1 202419
Westside Investment Management, Inc. 1810.00%0.01%0.03%Q2 2019Q2 202419
IHT Wealth Management, LLC 19190.15%1.30%1.85%Q4 2019Q2 202419
Blueprint Investment Partners LLC 19190.52%5.52%11.76%Q4 2019Q2 202419
NOTTINGHAM ADVISORS, INC. 1720.01%0.05%0.10%Q3 2019Q2 202419
BOKF, NA 1220.01%0.02%0.03%Q1 2019Q2 202419
Glen Eagle Advisors, LLC 19190.00%0.05%0.19%Q4 2019Q2 202419
Richard P Slaughter Associates Inc 19190.20%0.49%0.59%Q4 2019Q2 202419
BALLAST ADVISORS LLC 19190.34%0.51%0.63%Q4 2019Q2 202419
Professional Financial Advisors, LLC 19190.20%0.75%2.72%Q4 2019Q2 202419
RESTON WEALTH MANAGEMENT LLC 19190.35%12.88%17.37%Q4 2019Q2 202419
Pacifica Partners Inc. 19190.14%0.31%0.50%Q4 2019Q2 202419
SENTINEL PENSION ADVISORS INC. 19191.26%4.75%12.71%Q4 2019Q2 202419
Systelligence, LLC 19190.58%2.07%4.05%Q4 2019Q2 202419
Financial Strategies Group, Inc. 19190.08%7.32%11.09%Q4 2019Q2 202419
PAX Financial Group, LLC 19190.98%1.38%1.98%Q4 2019Q2 202419
IAG Wealth Partners, LLC 19197.69%9.99%12.21%Q4 2019Q2 202419
Towerpoint Wealth, LLC 1810.00%1.83%2.44%Q3 2019Q2 202419
Wade Financial Advisory, Inc 19190.62%0.94%1.45%Q4 2019Q2 202419
Kingsview Wealth Management, LLC 19190.21%0.29%0.49%Q4 2019Q2 202419
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 19190.13%0.35%1.16%Q4 2019Q2 202419
Halpern Financial, Inc. 19190.32%2.33%7.73%Q4 2019Q2 202419
SkyOak Wealth, LLC 19190.51%0.82%1.34%Q4 2019Q2 202419
Orion Portfolio Solutions, LLC 19190.01%0.15%0.28%Q4 2019Q2 202419
Capital Asset Advisory Services LLC 19190.08%1.11%2.65%Q4 2019Q2 202419
Equitable Holdings, Inc. 19190.24%0.53%1.24%Q4 2019Q2 202419
McNaughton Wealth Management, LLC 19190.67%3.27%4.96%Q4 2019Q2 202419
TRUEFG, LLC 191915.42%15.94%16.72%Q4 2019Q2 202419
GeoWealth Management, LLC 1810.13%0.95%3.47%Q3 2019Q2 202419
PFG Private Wealth Management, LLC 19190.02%1.39%3.48%Q4 2019Q2 202419
PFS INVESTMENTS INC. 1090.73%2.46%5.01%Q3 2018Q2 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Heartwood Wealth Advisors LLC 19190.13%0.78%1.15%Q4 2019Q2 202419
FAS Wealth Partners, Inc. 19190.00%0.01%0.02%Q4 2019Q2 202419
Ballast, Inc. 1420.07%0.69%1.86%Q4 2018Q2 202419
Great Diamond Partners, LLC 1710.06%0.14%0.18%Q4 2019Q2 202418
N.E.W. Advisory Services LLC 1712.69%3.55%4.21%Q4 2019Q2 202418
Merriman Wealth Management, LLC 18180.22%0.83%2.04%Q1 2020Q2 202418
CALTON & ASSOCIATES, INC. 1530.04%0.14%0.27%Q4 2019Q2 202418
Commonwealth Equity Services, Inc 18180.01%0.02%0.03%Q2 2013Q3 201718
Kohmann Bosshard Financial Services, LLC 18180.29%0.52%0.89%Q1 2020Q2 202418
Bogart Wealth, LLC 18180.00%0.00%0.02%Q1 2020Q2 202418
Valmark Advisers, Inc. 18180.11%0.21%0.29%Q1 2020Q2 202418
OSAIC HOLDINGS, INC. 18180.13%0.22%0.38%Q1 2020Q2 202418
HOWARD WEALTH MANAGEMENT, LLC 1710.13%0.62%0.80%Q4 2019Q2 202418
Edmonds Duncan Registered Investment Advisors, LLC 18186.58%7.35%7.85%Q1 2020Q2 202418
Stratos Wealth Advisors, LLC 18180.01%0.23%0.45%Q1 2020Q2 202418
ARQ WEALTH ADVISORS, LLC 18186.59%9.63%12.43%Q1 2020Q2 202418
Your Advocates Ltd., LLP 18180.00%0.12%0.28%Q1 2020Q2 202418
Cordasco Financial Network 1530.02%0.03%0.06%Q4 2013Q2 202218
IFG Advisors, LLC 18180.19%0.34%0.48%Q1 2020Q2 202418
Trinity Wealth Management, LLC 1530.58%0.99%1.28%Q4 2019Q2 202418
Global Strategic Investment Solutions, LLC 18182.07%5.42%8.41%Q1 2020Q2 202418
Pinnacle Bancorp, Inc. 1710.01%0.02%0.03%Q1 2017Q4 202218
LAKE STREET ADVISORS GROUP, LLC 18180.82%1.31%2.16%Q1 2020Q2 202418
Fairfield University 11711.84%20.11%39.49%Q2 2018Q2 202418
Schneider Downs Wealth Management Advisors, LP 18181.22%4.22%10.56%Q1 2020Q2 202418
Seven Springs Wealth Group, LLC 18183.12%4.09%4.97%Q1 2020Q2 202418
Detalus Advisors, LLC 1710.16%0.26%0.46%Q4 2019Q2 202418
Rosenberg Matthew Hamilton 18181.59%2.40%4.11%Q1 2020Q2 202418
TCI Wealth Advisors, Inc. 1510.00%0.00%0.02%Q2 2015Q4 202218
Good Life Advisors, LLC 18180.11%1.34%1.74%Q1 2020Q2 202418
Virtue Capital Management, LLC 1710.07%0.30%1.67%Q4 2019Q2 202418
Foresight Wealth Management, LLC 17170.08%2.44%10.88%Q4 2018Q4 202217
NICOLET BANKSHARES INC 1610.10%0.41%1.25%Q1 2018Q3 202217
GREAT VALLEY ADVISOR GROUP, INC. 17170.05%0.24%0.72%Q2 2020Q2 202417
SMITH, MOORE & CO. 1430.04%0.05%0.07%Q1 2020Q2 202417
First Ascent Asset Management, LLC 17175.38%6.83%8.05%Q4 2019Q4 202317
Sutton Wealth Advisors Inc. 17170.00%0.00%0.00%Q3 2019Q3 202317
Anchor Investment Management, LLC 17170.05%0.06%0.08%Q1 2020Q1 202417
Rockbridge Investment Management, LCC 17170.33%0.48%0.68%Q2 2020Q2 202417
Apollon Wealth Management, LLC 1160.01%0.61%2.88%Q1 2019Q2 202417
Sigma Planning Corp 1610.01%0.02%0.05%Q4 2019Q2 202417
MONETA GROUP INVESTMENT ADVISORS LLC 740.01%0.12%0.55%Q2 2018Q2 202417
VisionPoint Advisory Group, LLC 17170.04%0.44%2.17%Q2 2020Q2 202417
MEEDER ASSET MANAGEMENT INC 17170.00%0.47%1.26%Q1 2020Q1 202417
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 17171.92%4.01%6.00%Q2 2020Q2 202417
E&G Advisors, LP 17170.23%0.33%0.46%Q1 2018Q1 202217
Sowell Financial Services LLC 1010.02%0.09%0.61%Q4 2018Q2 202417
Graypoint LLC 17170.18%1.05%1.64%Q2 2020Q2 202417
Walkner Condon Financial Advisors LLC 1072.94%4.70%9.75%Q4 2019Q2 202417
Van Hulzen Asset Management, LLC 1430.02%0.08%0.16%Q4 2018Q3 202317
CONFLUENCE INVESTMENT MANAGEMENT LLC 720.04%0.35%0.70%Q4 2017Q2 202417
REILLY FINANCIAL ADVISORS, LLC 17170.02%0.05%0.08%Q4 2017Q4 202117
Bay Harbor Wealth Management, LLC 17170.04%0.72%2.51%Q4 2018Q4 202217
Port Capital LLC 17170.03%0.04%0.05%Q2 2020Q2 202417
Tennessee Valley Asset Management Partners 17170.65%6.64%15.64%Q2 2020Q2 202417
DEUTSCHE BANK AG\ 1410.00%0.00%0.00%Q4 2018Q2 202417
SPC Financial, Inc. 16160.45%0.69%0.91%Q3 2020Q2 202416
Rockefeller Capital Management L.P. 16160.00%0.05%0.14%Q3 2020Q2 202416
Focus Financial Network, Inc. 820.01%0.03%0.09%Q3 2019Q2 202416
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 16160.20%0.53%1.30%Q3 2020Q2 202416
Alexandria Capital, LLC 16160.08%0.48%0.68%Q4 2017Q3 202116
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1510.02%0.07%0.15%Q1 2018Q1 202216
Bridgeworth, LLC 16160.23%0.82%2.24%Q1 2020Q4 202316
BUCKINGHAM STRATEGIC WEALTH, LLC 1510.01%0.04%0.09%Q1 2020Q2 202416
YHB Investment Advisors, Inc. 16160.09%0.20%0.44%Q3 2020Q2 202416
Smith Salley Wealth Management 16160.02%0.02%0.02%Q3 2020Q2 202416
J.W. COLE ADVISORS, INC. 710.02%0.04%0.08%Q4 2019Q2 202416
Cetera Investment Advisers 16160.01%0.06%0.17%Q2 2020Q1 202416
IFC Holdings Incorporated/FL 16160.04%0.05%0.08%Q1 2014Q4 201716
Miracle Mile Advisors, LLC 16160.04%0.08%0.12%Q3 2020Q2 202416
Advisor OS, LLC 880.07%0.64%1.61%Q2 2020Q2 202416
Surevest, LLC 16160.19%1.07%2.97%Q4 2018Q3 202216
Kelly Financial Services LLC 16160.01%0.28%0.70%Q3 2020Q2 202416
MANAGED ACCOUNT SERVICES INC 16160.42%2.72%3.94%Q4 2017Q3 202116
Ashton Thomas Private Wealth, LLC 16160.07%0.10%0.18%Q3 2020Q2 202416
Cribstone Capital Management, LLC 1410.00%0.01%0.02%Q2 2016Q2 202216
NATIONAL PLANNING CORP 16160.02%0.05%0.10%Q4 2013Q3 201716
ORLEANS CAPITAL MANAGEMENT CORP/LA 16160.19%0.22%0.23%Q2 2020Q1 202416
People's United Financial, Inc. 16160.01%0.13%0.34%Q2 2018Q1 202216
Astoria Strategic Wealth, Inc. 16160.12%0.15%0.19%Q3 2020Q2 202416
FRANKLIN RESOURCES INC 16160.00%0.00%0.00%Q3 2020Q2 202416
55I, LLC 16160.17%0.61%1.63%Q4 2018Q3 202216
Kestra Advisory Services, LLC 16160.01%0.06%0.18%Q3 2020Q2 202416
FSA Wealth Management LLC 1020.09%0.16%0.24%Q4 2019Q1 202416
Kingfisher Capital LLC 16160.11%0.13%0.15%Q3 2020Q2 202416
WealthShield Partners, LLC 710.01%0.10%0.17%Q3 2018Q2 202416
Sage Mountain Advisors LLC 15150.16%0.22%0.31%Q4 2020Q2 202415
Western Wealth Management, LLC 1140.06%0.25%0.62%Q3 2020Q2 202415
Concord Wealth Partners 15150.11%3.15%6.46%Q4 2020Q2 202415
Pinnacle Family Advisors, LLC 15150.21%0.30%0.52%Q4 2020Q2 202415
WNY Asset Management, LLC 15150.04%0.95%1.69%Q4 2020Q2 202415
Procyon Advisors, LLC 730.04%0.34%0.86%Q4 2019Q2 202415
Braver Wealth Management, LLC 15150.18%0.40%0.63%Q2 2013Q4 201615
Cannell & Spears LLC 820.01%0.02%0.06%Q3 2019Q2 202415
Red Wave Investments LLC 15151.89%2.10%2.34%Q4 2020Q2 202415
Laurel Wealth Planning LLC 15151.24%2.52%4.20%Q4 2020Q2 202415
Orin Green Financial, LLC 15153.13%3.89%5.54%Q4 2020Q2 202415
ADVISORS MANAGEMENT GROUP INC /ADV 15150.12%0.24%0.31%Q4 2020Q2 202415
Barnett & Company, Inc. 15150.00%0.01%0.05%Q2 2018Q4 202115
BANK HAPOALIM BM 15150.71%1.68%3.58%Q4 2020Q2 202415
BCS Wealth Management 15150.10%0.67%1.90%Q4 2020Q2 202415
Rodgers & Associates, LTD 15151.26%1.37%1.44%Q4 2020Q2 202415
Cetera Advisor Networks LLC 1210.00%0.08%0.18%Q3 2019Q4 202315
Wolff Financial Management LLC 720.06%0.33%0.72%Q4 2018Q2 202415
BARTLETT & CO. WEALTH MANAGEMENT LLC 1050.00%0.00%0.01%Q3 2020Q2 202415
Brown Financial Advisory 15155.94%8.78%10.59%Q4 2020Q2 202415
Running Point Capital Advisors, LLC 15150.23%0.59%1.60%Q4 2020Q2 202415
KWB Wealth 15155.66%7.23%8.85%Q4 2020Q2 202415
HOEY INVESTMENTS, INC 15150.00%0.00%0.00%Q4 2020Q2 202415
Regal Investment Advisors LLC 1320.03%0.05%0.16%Q3 2018Q2 202415
USAdvisors Wealth Management, LLC 15150.81%2.43%3.36%Q4 2020Q2 202415
Brookstone Capital Management 1320.02%0.55%1.10%Q1 2019Q2 202415
BCK Partners, Inc. 15150.16%0.34%0.74%Q4 2020Q2 202415
ProVise Management Group, LLC 15150.05%1.26%2.05%Q4 2020Q2 202415
Dynamic Advisor Solutions LLC 830.03%0.07%0.13%Q4 2018Q3 202315
KAVAR CAPITAL PARTNERS GROUP, LLC 15150.08%0.09%0.11%Q4 2020Q2 202415
ECLECTIC ASSOCIATES INC /ADV 15151.65%2.52%4.51%Q4 2020Q2 202415
Insight Advisors, LLC/ PA 15150.18%0.66%1.13%Q4 2020Q2 202415
Facet Wealth, Inc. 15150.36%0.94%2.35%Q4 2020Q2 202415
Resource Planning Group 15150.14%0.24%0.28%Q2 2020Q4 202315
WBH ADVISORY INC 960.05%0.21%0.43%Q3 2020Q2 202415
MCF Advisors LLC 1010.00%0.07%0.13%Q3 2014Q2 202415
CGN Advisors LLC 15151.07%1.56%1.96%Q4 2020Q2 202415
SUNTRUST BANKS INC 710.00%0.00%0.01%Q2 2013Q3 201915
AMERICAN INTERNATIONAL GROUP, INC. 1230.00%0.12%0.58%Q2 2013Q2 202115
MSI Financial Services Inc 15150.02%0.28%0.48%Q2 2013Q4 201615
THRIVENT FINANCIAL FOR LUTHERANS 1010.00%0.02%0.06%Q1 2019Q2 202415
Weitzel Financial Services, Inc. 15151.07%1.60%2.82%Q4 2020Q2 202415
IVC Wealth Advisors LLC 15150.23%0.40%0.70%Q4 2020Q2 202415
Iron Horse Wealth Management, LLC 15154.96%5.70%6.26%Q4 2020Q2 202415
Annapolis Financial Services, LLC 15151.05%1.26%1.46%Q4 2020Q2 202415
MACROVIEW INVESTMENT MANAGEMENT LLC 15150.04%0.05%0.06%Q4 2019Q2 202315
FSB PREMIER WEALTH MANAGEMENT, INC. 15151.92%2.20%3.07%Q4 2020Q2 202415
Advisor Group, Inc. 15150.00%0.09%0.32%Q2 2016Q4 201915
Canvas Wealth Advisors, LLC 14140.15%0.20%0.33%Q1 2021Q2 202414
Clear Perspective Advisors, LLC 1310.01%0.31%0.49%Q2 2018Q4 202114
VALLEY WEALTH MANAGERS, INC. 14140.01%0.02%0.02%Q1 2021Q2 202414
Gerber Kawasaki Wealth & Investment Management 14140.01%0.08%0.38%Q1 2021Q2 202414
Key FInancial Inc 14140.01%0.09%0.15%Q1 2021Q2 202414
WFA of San Diego, LLC 1110.01%1.12%1.54%Q2 2020Q2 202414
Financial Advocates Investment Management 710.02%0.13%0.27%Q1 2018Q2 202414
BAKER TILLY WEALTH MANAGEMENT, LLC 14140.05%0.13%0.36%Q1 2021Q2 202414
Colonial River Investments, LLC 1130.38%0.94%1.64%Q4 2020Q2 202414
Gladstone Institutional Advisory LLC 1220.04%0.49%0.93%Q2 2020Q2 202414
Checchi Capital Advisers, LLC 770.01%0.03%0.06%Q4 2020Q2 202414
Tranquilli Financial Advisor LLC 14141.23%3.36%4.80%Q1 2021Q2 202414
Better Money Decisions, LLC 14140.39%0.85%1.11%Q1 2021Q2 202414
MONEYWISE, INC. 950.15%0.16%0.18%Q2 2020Q4 202314
Freedom Investment Management, Inc. 14140.10%0.17%0.23%Q1 2021Q2 202414
Spire Wealth Management 14140.00%0.08%0.14%Q1 2021Q2 202414
Global Financial Private Capital, Inc 14141.19%1.98%2.51%Q1 2017Q2 202014
M&T BANK CORP 1210.00%0.01%0.01%Q4 2018Q2 202414
Lumbard & Kellner, LLC 860.37%0.73%0.98%Q4 2020Q2 202414
Dorsey & Whitney Trust CO LLC 860.02%0.04%0.06%Q4 2020Q2 202414
Orion Capital Management LLC 1040.00%0.06%0.09%Q4 2020Q2 202414
Range Financial Group LLC 14140.80%1.21%1.60%Q1 2021Q2 202414
SRS Capital Advisors, Inc. 1310.00%0.00%0.01%Q4 2020Q2 202414
TimeScale Financial, Inc. 1310.02%0.42%2.61%Q4 2019Q2 202314
Salomon & Ludwin, LLC 1130.01%0.07%0.14%Q3 2019Q2 202414
Lowe Wealth Advisors, LLC 14140.00%0.00%0.00%Q1 2020Q2 202314
Berger Financial Group, Inc 14140.17%0.50%0.95%Q1 2021Q2 202414
McClarren Financial Advisors, Inc. 860.46%0.60%0.82%Q4 2020Q2 202414
McKinley Carter Wealth Services, Inc. 14140.15%0.20%0.26%Q1 2021Q2 202414
BENJAMIN EDWARDS INC 710.06%1.10%2.11%Q1 2019Q2 202414
Veritable, L.P. 14140.01%0.01%0.02%Q1 2020Q2 202314
Main Street Financial Solutions, LLC 14140.04%0.06%0.08%Q1 2021Q2 202414
BANK OF MONTREAL /CAN/ 640.00%0.00%0.02%Q3 2019Q2 202414
GREENLEAF TRUST 14140.01%0.01%0.01%Q1 2021Q2 202414
Narus Financial Partners, LLC 1010.21%0.41%0.66%Q2 2019Q2 202414
Livingston Group Asset Management CO (operating as Southport Capital Management) 1310.07%0.45%0.80%Q3 2018Q1 202214
Blue Barn Wealth, LLC 13130.94%1.37%1.68%Q2 2021Q2 202413
ST GERMAIN D J CO INC 850.01%0.63%0.91%Q1 2021Q2 202413
TSFG, LLC 13130.00%0.03%0.05%Q2 2021Q2 202413
HARBOUR INVESTMENTS, INC. 940.02%0.12%0.30%Q1 2021Q2 202413
MONEY CONCEPTS CAPITAL CORP 1120.01%0.49%1.29%Q4 2020Q2 202413
Windsor Wealth Management, Inc. 940.04%0.05%0.07%Q2 2020Q3 202313
LeJeune Puetz Investment Counsel LLC 13130.04%0.05%0.06%Q1 2020Q1 202313
One Capital Management, LLC 13130.06%0.09%0.15%Q2 2021Q2 202413
HORIZON FINANCIAL SERVICES, LLC 13132.59%4.96%6.76%Q2 2021Q2 202413
Old Port Advisors 1210.09%0.11%0.13%Q4 2019Q1 202313
FormulaFolio Investments, LLC 850.04%1.45%2.75%Q4 2017Q2 202113
Westover Capital Advisors, LLC 1030.12%0.93%2.13%Q4 2017Q2 202213
CORDA Investment Management, LLC. 13130.09%0.13%0.15%Q2 2019Q2 202213
BURNEY CO/ 13130.01%0.01%0.02%Q2 2021Q2 202413
StoneX Group Inc. 760.13%0.18%0.23%Q2 2020Q2 202413
Truadvice, LLC 13130.87%1.52%3.02%Q3 2020Q3 202313
Family Legacy, Inc. 13131.27%1.43%1.62%Q2 2021Q2 202413
HANTZ FINANCIAL SERVICES, INC. 13130.00%0.00%0.00%Q2 2021Q2 202413
MGO ONE SEVEN LLC 910.00%0.05%0.13%Q4 2017Q2 202413
Faithward Advisors, LLC 13130.02%0.02%0.04%Q4 2019Q4 202213
Tradition Wealth Management, LLC 13130.01%0.34%0.73%Q4 2020Q4 202313
DIVIDEND ASSETS CAPITAL, LLC 13130.00%0.00%0.00%Q4 2020Q4 202313
Renaissance Technologies 510.00%0.00%0.00%Q4 2017Q1 202313
Global Financial Private Client, LLC 1030.05%0.48%1.12%Q4 2019Q2 202413
Bartlett & Co. LLC 850.00%0.00%0.01%Q3 2020Q4 202313
PRINCIPAL FINANCIAL GROUP INC 13130.00%0.00%0.00%Q4 2018Q4 202113
Leicht Financial Planning & Wealth Management, Inc. 13134.73%8.13%10.71%Q2 2021Q2 202413
PECAUT & CO. 13130.22%1.46%1.97%Q2 2021Q2 202413
TIAA, FSB 13130.74%0.92%1.20%Q2 2020Q2 202313
Frontier Wealth Management LLC 1120.14%0.74%1.22%Q2 2018Q2 202213
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.01%0.06%0.15%Q2 2021Q2 202413
Visionary Wealth Advisors 760.03%0.19%0.28%Q4 2020Q2 202413
HM PAYSON & CO 13130.00%0.00%0.01%Q2 2021Q2 202413
Garrett Wealth Advisory Group, LLC 12121.18%5.26%7.89%Q3 2021Q2 202412
BOURGEON CAPITAL MANAGEMENT LLC 12120.02%0.02%0.02%Q1 2021Q4 202312
Apella Capital, LLC 750.07%0.21%0.56%Q2 2021Q2 202412
Keystone Financial Group 840.10%0.29%0.43%Q1 2021Q1 202412
Stonehearth Capital Management, LLC 420.10%0.21%0.79%Q2 2019Q1 202412
Plante Moran Financial Advisors, LLC 1110.01%1.59%2.50%Q3 2018Q2 202412
Wambolt & Associates, LLC 12120.09%0.15%0.23%Q1 2021Q4 202312
Triumph Capital Management 12120.20%0.31%0.39%Q2 2021Q1 202412
GHP Investment Advisors, Inc. 12120.02%0.06%0.11%Q3 2021Q2 202412
Opus Capital Group, LLC 510.30%0.36%0.40%Q4 2019Q2 202412
BEACON FINANCIAL GROUP 1110.03%0.05%0.06%Q4 2019Q4 202212
Laird Norton Wetherby Trust Company, LLC 12120.04%0.05%0.08%Q4 2020Q3 202312
TCG Advisory Services, LLC 610.01%0.06%0.10%Q4 2020Q2 202412
AGF Investments LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
Caprock Group, LLC 660.01%0.02%0.08%Q4 2020Q2 202412
PSI Advisors, LLC 12120.01%0.03%0.15%Q3 2021Q2 202412
CREDIT SUISSE AG/ 12120.00%0.00%0.01%Q1 2013Q4 201512
Vanguard Personalized Indexing Management, LLC 1020.01%0.07%0.18%Q3 2020Q2 202412
PRUDENTIAL FINANCIAL INC 12120.00%0.00%0.01%Q3 2021Q2 202412
Empowered Funds, LLC 12120.10%0.34%0.72%Q3 2021Q2 202412
Atlas Private Wealth Advisors 12120.22%3.24%6.55%Q3 2021Q2 202412
Crew Capital Management, Ltd. 12120.23%0.35%0.45%Q1 2021Q4 202312
Ameritas Investment Company, LLC 12120.07%0.25%0.53%Q4 2018Q3 202112
Highland Private Wealth Management 12120.19%0.22%0.28%Q4 2019Q3 202212
PARAMETRIC PORTFOLIO ASSOCIATES LLC 12120.00%0.02%0.05%Q4 2018Q3 202112
Fusion Family Wealth LLC 12120.00%0.02%0.20%Q2 2018Q1 202112
Beacon Financial Advisory LLC 1110.11%0.33%0.69%Q4 2019Q2 202412
Codex Capital, L.L.C. 12120.36%0.47%0.56%Q2 2021Q1 202412
Fullen Financial Group 12122.23%2.53%2.83%Q2 2020Q1 202312
Lindbrook Capital, LLC 1110.00%0.00%0.00%Q4 2019Q2 202412
Castleview Partners, LLC 1110.04%0.20%0.44%Q2 2021Q2 202412
Beaumont Capital Management, LLC 751.13%2.50%5.09%Q4 2020Q2 202412
RDA Financial Network 12120.08%0.34%0.74%Q1 2019Q4 202112
Retirement Group, LLC 660.00%0.00%0.00%Q1 2021Q1 202412
EP Wealth Advisors, LLC 510.00%0.01%0.02%Q4 2020Q2 202411
SEI INVESTMENTS CO 410.00%0.02%0.09%Q2 2015Q2 202411
QP WEALTH MANAGEMENT, LLC 11111.55%3.40%4.12%Q1 2021Q3 202311
Callan Capital, LLC 11110.20%2.70%3.68%Q4 2021Q2 202411
PCG Wealth Advisors, LLC 11110.78%1.09%1.35%Q4 2021Q2 202411
Quent Capital, LLC 11110.31%0.38%0.48%Q4 2021Q2 202411
BESSEMER GROUP INC 710.00%0.00%0.00%Q3 2018Q2 202411
Mirae Asset Global Investments Co., Ltd. 650.00%0.00%0.01%Q4 2019Q2 202411
WT Wealth Management 810.18%0.30%0.76%Q4 2019Q1 202311
SFG Wealth Management, LLC. 11110.18%1.24%3.62%Q4 2021Q2 202411
Covestor Ltd 11110.01%0.03%0.13%Q4 2021Q2 202411
Financial Futures Ltd Liability Co. 11110.14%0.27%0.74%Q4 2021Q2 202411
Kathleen S. Wright Associates Inc. 11110.33%0.46%0.53%Q4 2021Q2 202411
Aletheian Wealth Advisors LLC 11110.54%0.78%1.18%Q4 2021Q2 202411
LWM Advisory Services, LLC 11110.55%0.94%1.30%Q4 2021Q2 202411
Raleigh Capital Management Inc. 11111.04%1.55%2.96%Q4 2021Q2 202411
Morling Financial Advisors, LLC 11110.05%0.76%1.18%Q4 2021Q2 202411
MANUFACTURERS LIFE INSURANCE COMPANY, THE 11110.00%0.00%0.00%Q1 2016Q3 201811
Global Trust Asset Management, LLC 11110.00%0.02%0.14%Q1 2019Q3 202111
Treasure Coast Financial Planning 111110.02%11.00%12.21%Q4 2021Q2 202411
Ten Capital Wealth Advisors, LLC 11110.10%1.32%2.37%Q4 2020Q2 202311
EverSource Wealth Advisors, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
Pinnacle Wealth Planning Services, Inc. 650.05%0.11%0.26%Q4 2018Q1 202211
LifePlan Financial Group, Inc 11110.01%0.04%0.05%Q1 2018Q3 202011
CARDIFF PARK ADVISORS, LLC 11110.04%0.05%0.06%Q4 2021Q2 202411
AXXCESS WEALTH MANAGEMENT, LLC 11110.30%0.79%1.39%Q4 2021Q2 202411
Advance Capital Management, Inc. 11110.02%0.06%0.10%Q4 2021Q2 202411
Astoria Portfolio Advisors LLC. 11111.82%2.67%3.67%Q4 2021Q2 202411
Clarkston Capital Partners, LLC 740.01%0.02%0.03%Q3 2021Q2 202411
Warren Street Wealth Advisors, LLC 11110.18%0.32%0.48%Q4 2021Q2 202411
Helen Stephens Group, LLC 11110.08%0.38%0.90%Q4 2021Q2 202411
BUCKINGHAM STRATEGIC PARTNERS, LLC 11110.04%0.24%0.53%Q4 2021Q2 202411
MBB PUBLIC MARKETS I LLC 11110.01%0.28%0.49%Q4 2021Q2 202411
Hutchens & Kramer Investment Management Group, LLC 11110.15%0.22%0.27%Q4 2021Q2 202411
Beaumont Financial Partners, LLC 720.09%0.69%2.36%Q3 2013Q4 202111
Betterment LLC 11110.00%0.03%0.12%Q4 2021Q2 202411
TAP Consulting, LLC 11110.13%0.44%0.68%Q2 2020Q4 202211
Baird Financial Group, Inc. 410.00%0.01%0.02%Q3 2018Q2 202411
FINANCIAL MANAGEMENT NETWORK INC 510.12%0.51%0.76%Q4 2020Q1 202411
Resurgent Financial Advisors LLC 11110.28%0.38%0.55%Q4 2021Q2 202411
MARIPAU WEALTH MANAGEMENT LLC 11110.15%0.27%0.40%Q4 2021Q2 202411
Horan Securities, Inc. 740.02%0.03%0.04%Q3 2020Q2 202311
Landmark Wealth Management, LLC 11117.00%9.68%15.01%Q4 2021Q2 202411
WealthCare Investment Partners, LLC 11110.40%0.48%0.58%Q4 2021Q2 202411
Upper Left Wealth Management, LLC 11110.64%0.85%1.27%Q4 2021Q2 202411
Center For Asset Management LLC 1010.16%0.39%0.65%Q4 2020Q2 202411
Financial Connections Group, Inc. 11110.99%2.23%5.15%Q4 2021Q2 202411
TKG Advisors, LLC 11110.27%0.51%0.88%Q4 2021Q2 202411
Tempus Wealth Planning, LLC 1010.09%1.02%1.60%Q3 2021Q2 202411
Stone Point Wealth LLC 11110.23%0.37%0.94%Q4 2021Q2 202411
Treynor Bancshares, Inc. 11113.30%3.94%4.60%Q4 2021Q2 202411
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 11110.02%0.13%0.35%Q4 2021Q2 202411
Retirement Planning Group, LLC 650.02%0.04%0.08%Q1 2019Q2 202411
Aquire Wealth Advisors, LLC 11112.12%3.64%5.80%Q4 2021Q2 202411
McCarthy Grittinger Financial Group, LLC 11110.01%0.01%0.01%Q4 2021Q2 202411
Modera Wealth Management, LLC 11110.01%0.03%0.05%Q4 2021Q2 202411
Rinkey Investments 111112.61%14.31%17.27%Q4 2021Q2 202411
Congress Wealth Management LLC / DE / 11110.10%0.14%0.20%Q4 2021Q2 202411
Anson Capital, Inc. 11114.38%7.43%11.07%Q4 2021Q2 202411
AIRE ADVISORS, LLC 11111.48%3.11%5.30%Q4 2021Q2 202411
Collaborative Wealth Managment Inc. 911.11%1.92%2.51%Q1 2021Q2 202411
NEXT Financial Group, Inc 610.00%0.02%0.04%Q4 2018Q4 202111
CarsonAllaria Wealth Management, Ltd. 11110.01%0.01%0.02%Q4 2021Q2 202411
Paladin Advisory Group, LLC 11110.83%1.29%1.62%Q4 2021Q2 202411
Security Financial Services, INC. 11111.28%2.12%3.20%Q4 2021Q2 202411
CEDRUS LLC 11112.70%3.12%3.60%Q4 2021Q2 202411
Montz Harcus Wealth Management LLC 11112.48%3.04%3.47%Q4 2021Q2 202411
FOUNDERS FINANCIAL SECURITIES LLC 920.82%2.26%3.94%Q3 2018Q2 202111
Ervin Investment Management, LLC 11111.20%1.84%2.09%Q4 2021Q2 202411
Ascent Group, LLC 11110.24%0.55%0.94%Q4 2021Q2 202411
Prime Capital Investment Advisors, LLC 11110.01%0.07%0.15%Q4 2021Q2 202411
Newbridge Financial Services Group, Inc. 10100.00%0.01%0.02%Q3 2020Q4 202210
First Heartland Consultants, Inc. 640.07%0.61%1.52%Q2 2020Q2 202410
LEGG MASON, INC. 10100.10%9.00%15.10%Q1 2018Q2 202010
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 10100.20%0.40%0.97%Q4 2017Q1 202010
Jackson Creek Investment Advisors LLC 10100.12%0.31%0.45%Q1 2022Q2 202410
Dakota Wealth Management 730.03%0.07%0.12%Q3 2019Q2 202410
ZACKS INVESTMENT MANAGEMENT 10100.01%0.01%0.01%Q1 2022Q2 202410
Redwood Financial Network Corp 10100.62%0.80%0.96%Q1 2022Q2 202410
Golden State Wealth Management, LLC 610.05%0.07%0.09%Q1 2019Q4 202110
West Financial Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
American Trust 10100.02%0.04%0.08%Q4 2021Q1 202410
TWO SIGMA SECURITIES, LLC 310.01%0.02%0.08%Q4 2018Q1 202410
Tyler-Stone Wealth Management 550.01%0.01%0.02%Q4 2021Q2 202410
NWAM LLC 550.03%0.05%0.09%Q1 2021Q1 202410
Investments & Financial Planning, LLC 730.26%0.41%0.56%Q4 2021Q2 202410
Advisor Resource Council 820.06%0.42%1.24%Q2 2021Q1 202410
DeDora Capital, Inc. 10100.32%1.21%1.95%Q1 2022Q2 202410
Bensler, LLC 10100.08%0.23%0.34%Q1 2022Q2 202410
Merit Financial Group, LLC 910.02%0.22%0.52%Q4 2019Q2 202410
Bellwether Advisors, LLC 10100.02%0.06%0.09%Q4 2020Q1 202310
Private Wealth Group, LLC 730.17%0.45%0.94%Q4 2020Q2 202310
HOWE & RUSLING INC 10100.00%0.11%0.16%Q2 2018Q3 202010
EVERMAY WEALTH MANAGEMENT LLC 10100.01%0.03%0.04%Q1 2022Q2 202410
Eagle Strategies LLC 910.21%0.34%0.80%Q4 2021Q2 202410
AVANTAX ADVISORY SERVICES, INC. 710.00%0.01%0.07%Q1 2020Q2 202410
HRT FINANCIAL LP 710.01%0.02%0.05%Q2 2020Q2 202410
CoreCap Advisors, LLC 550.07%0.12%0.23%Q4 2021Q2 202410
Raab & Moskowitz Asset Management LLC 10100.40%0.84%1.26%Q4 2017Q1 202010
Atria Wealth Solutions, Inc. 10100.04%0.07%0.10%Q1 2022Q2 202410
ABSOLUTE CAPITAL MANAGEMENT, LLC 910.12%0.25%0.33%Q4 2021Q2 202410
Strengthening Families & Communities, LLC 10100.00%0.02%0.02%Q1 2022Q2 202410
FLYNN ZITO CAPITAL MANAGEMENT, LLC 820.19%2.81%6.50%Q4 2021Q2 202410
SIMON QUICK ADVISORS, LLC 990.00%0.50%0.80%Q2 2022Q2 202410
Simplicity Wealth,LLC 640.14%1.54%4.21%Q4 2021Q2 202410
Roble, Belko & Company, Inc 910.04%0.19%1.53%Q4 2021Q2 202410
Element Wealth, LLC 550.01%0.04%0.07%Q1 2021Q2 202410
Destiny Wealth Partners, LLC 820.02%0.03%0.04%Q4 2020Q2 202310
Ameritas Advisory Services, LLC 640.02%0.03%0.07%Q4 2021Q2 202410
Strategies Wealth Advisors, LLC 730.36%3.85%12.16%Q4 2021Q2 202410
SILVER OAK SECURITIES, INCORPORATED 10100.00%0.14%0.47%Q1 2022Q2 202410
Financial Advisory Group 10102.81%6.77%7.86%Q4 2021Q1 202410
ACCURATE INVESTMENT SOLUTIONS, INC. 10100.10%0.78%1.01%Q4 2017Q1 202010
F/M Investments LLC 550.12%0.17%0.27%Q2 2021Q1 202410
Lake Point Wealth Management 520.00%0.13%1.14%Q4 2018Q2 202210
Pinnacle Advisory Group, Inc. 10100.04%0.17%0.32%Q4 2018Q1 202110
TRH Financial, LLC 910.24%1.38%2.72%Q4 2019Q2 202210
Investment Research & Advisory Group, Inc. 10100.01%0.01%0.01%Q4 2021Q1 202410
Advisors Capital Management, LLC 910.01%0.01%0.01%Q4 2020Q2 202410
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 990.22%0.75%1.35%Q1 2018Q1 20209
Clear Creek Financial Management, LLC 510.07%1.39%3.34%Q2 2019Q4 20219
Heritage Trust Co 990.51%0.59%0.80%Q2 2022Q2 20249
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.00%Q2 2018Q2 20249
Wealth Architects, LLC 720.03%0.04%0.04%Q1 2022Q2 20249
Intrua Financial, LLC 990.05%0.07%0.09%Q1 2021Q1 20239
Prostatis Group LLC 810.02%0.39%0.99%Q1 2020Q2 20239
New England Investment & Retirement Group, Inc. 990.59%0.78%0.97%Q3 2019Q3 20219
Tranquility Partners, LLC 990.10%0.13%0.27%Q2 2022Q2 20249
Altrius Capital Management Inc 990.25%0.31%0.37%Q2 2022Q2 20249
Newport Capital Group, LLC 410.18%0.28%0.50%Q4 2020Q2 20249
Sanctuary Wealth Management, L.L.C. 510.12%0.46%1.89%Q1 2010Q2 20249
WEALTHSOURCE PARTNERS, LLC 810.02%0.70%1.32%Q1 2018Q4 20239
Conservest Capital Advisors, Inc. 990.04%0.05%0.06%Q2 2022Q2 20249
CENTAURUS FINANCIAL, INC. 310.02%0.03%0.07%Q2 2018Q1 20239
DUBUQUE BANK & TRUST CO 420.00%0.00%0.00%Q1 2014Q1 20199
Blue Trust, Inc. 990.00%0.00%0.00%Q2 2022Q2 20249
Cutler Group LLC / CA 310.00%0.00%0.01%Q1 2016Q1 20249
Topel & Distasi Wealth Management, LLC 811.71%2.11%2.24%Q4 2021Q2 20249
Madden Advisory Services, Inc. 990.16%0.18%0.20%Q2 2022Q2 20249
PATHSTONE FAMILY OFFICE, LLC 810.00%1.69%2.90%Q4 2020Q3 20239
Affiance Financial, LLC 810.03%0.47%2.88%Q4 2018Q4 20229
Roof Eidam Maycock Peralta, LLC 810.08%0.30%0.41%Q4 2018Q2 20219
Realta Investment Advisors 320.01%0.02%0.03%Q1 2019Q2 20249
Seaside Wealth Management, Inc. 990.39%0.49%0.67%Q2 2022Q2 20249
Meridian Wealth Management, LLC 710.02%0.06%0.15%Q2 2019Q2 20249
Bell Rock Capital LLC 990.01%0.15%0.31%Q4 2017Q4 20199
PENOBSCOT WEALTH MANAGEMENT 990.14%0.27%0.43%Q4 2021Q4 20239
Savior LLC 720.00%0.06%0.18%Q4 2019Q1 20229
Obsidian Personal Planning Solutions LLC 994.37%5.67%6.73%Q2 2022Q2 20249
PRIVATE TRUST CO NA 990.08%0.19%0.29%Q2 2022Q2 20249
GPS Wealth Strategies Group, LLC 990.32%0.68%0.98%Q2 2022Q2 20249
FirstPurpose Wealth LLC 810.17%0.36%0.46%Q4 2021Q1 20249
New Perspectives, Inc 720.12%0.20%0.30%Q2 2021Q2 20249
Arkadios Wealth Advisors 990.00%0.01%0.03%Q2 2020Q2 20229
Hobart Private Capital, LLC 990.20%0.42%0.73%Q1 2018Q1 20209
Newman & Schimel, LLC 990.24%0.57%0.93%Q4 2020Q4 20229
Coston, McIsaac & Partners 990.03%0.03%0.05%Q2 2022Q2 20249
Rockwood Wealth Management, LLC 990.03%0.13%0.35%Q4 2021Q4 20239
BUTENSKY & COHEN FINANCIAL SECURITY, INC 990.73%0.83%0.89%Q2 2022Q2 20249
Darwin Wealth Management, LLC 540.03%0.24%0.61%Q4 2017Q1 20209
Lee Financial Co 990.00%0.00%0.00%Q2 2021Q2 20239
CITY NATIONAL BANK 990.00%0.00%0.01%Q3 2013Q3 20159
LOWE BROCKENBROUGH & CO INC 990.04%0.11%0.14%Q2 2022Q2 20249
O'Dell Group, LLC 540.01%0.09%0.16%Q4 2018Q2 20229
GRAY FINANCIAL GROUP /GA /ADV /ADV 990.13%0.16%0.27%Q4 2014Q4 20169
Acropolis Investment Management, LLC 710.04%0.04%0.04%Q2 2022Q2 20248
GM Advisory Group, LLC 880.93%1.31%2.16%Q3 2022Q2 20248
CSM Advisors, LLC 320.36%0.62%0.85%Q2 2021Q2 20248
Clarus Wealth Advisors 310.01%1.82%2.80%Q1 2019Q2 20248
Financial Gravity Asset Management, Inc. 710.01%0.09%0.41%Q4 2019Q2 20248
NSI Retail Advisors, LLC 320.78%1.43%1.95%Q2 2021Q2 20248
FINANCIAL ADVISORY PARTNERS, LLC 880.09%0.12%0.16%Q3 2022Q2 20248
VALLEY NATIONAL ADVISERS INC 880.00%0.00%0.00%Q2 2022Q1 20248
FIRST FOUNDATION ADVISORS 880.02%0.04%0.17%Q4 2018Q3 20208
Baron Financial Group, LLC 881.33%1.48%1.58%Q3 2022Q2 20248
Cerity Partners LLC 880.00%0.05%0.08%Q3 2022Q2 20248
Colonial Trust Co / SC 880.13%0.16%0.18%Q3 2022Q2 20248
Alta Wealth Advisors LLC 620.12%0.16%0.19%Q4 2021Q2 20248
Balboa Wealth Partners 880.27%0.40%0.57%Q3 2022Q2 20248
MASSMUTUAL TRUST CO FSB/ADV 710.00%0.01%0.03%Q2 2020Q2 20228
L. Roy Papp & Associates, LLP 880.05%0.06%0.06%Q2 2013Q1 20158
Venture Visionary Partners LLC 710.00%0.19%0.25%Q2 2022Q2 20248
LBMC INVESTMENT ADVISORS, LLC 880.08%0.16%0.33%Q3 2022Q2 20248
MERITAGE PORTFOLIO MANAGEMENT 620.01%0.02%0.02%Q4 2021Q2 20248
HARBOR ADVISORY CORP /MA/ 880.18%0.99%1.37%Q3 2022Q2 20248
Randolph Co Inc 880.96%1.53%1.67%Q1 2020Q4 20218
Qube Research & Technologies Ltd 710.00%0.00%0.01%Q4 2020Q1 20248
Clear Perspectives Financial Planning, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
ACG Wealth 710.01%0.15%0.24%Q3 2018Q2 20228
INVESTMENT CENTERS OF AMERICA INC 880.03%0.05%0.08%Q4 2015Q3 20178
Quantitative Advantage, LLC 620.48%0.60%0.86%Q3 2019Q4 20218
InterOcean Capital Group, LLC 880.01%0.01%0.01%Q2 2022Q1 20248
Ameritas Investment Partners, Inc. 880.00%0.00%0.00%Q3 2017Q2 20198
WHITTIER TRUST CO 880.00%0.01%0.01%Q3 2022Q2 20248
NorthRock Partners, LLC 880.06%0.09%0.11%Q4 2021Q3 20238
Firestone Capital Management 880.00%0.00%0.01%Q4 2019Q3 20218
Bison Wealth, LLC 880.12%0.15%0.21%Q3 2022Q2 20248
KESTRA PRIVATE WEALTH SERVICES, LLC 710.01%0.01%0.05%Q1 2022Q2 20248
COLONY GROUP LLC 530.05%0.08%0.11%Q3 2021Q3 20238
OXFORD FINANCIAL GROUP, LTD. LLC 440.00%0.03%0.12%Q1 2022Q2 20248
Carmichael Hill & Associates, Inc. 880.01%0.02%0.04%Q3 2022Q2 20248
Truvestments Capital LLC 530.02%0.03%0.03%Q4 2020Q4 20228
Wealth Management Solutions, LLC 880.32%1.35%3.62%Q4 2021Q3 20238
Luken Investment Analytics, LLC 710.00%0.33%1.30%Q4 2020Q2 20248
Laurel Wealth Advisors, Inc. 510.10%0.49%1.74%Q4 2019Q4 20228
MARINER INDEPENDENT ADVISOR NETWORK, LLC 880.03%0.07%0.13%Q4 2020Q3 20228
Austin Private Wealth, LLC 880.05%0.29%0.40%Q3 2022Q2 20248
Curi RMB Capital, LLC 880.02%0.03%0.03%Q3 2022Q2 20248
Sequoia Financial Advisors, LLC 710.00%0.01%0.01%Q2 2022Q2 20248
Oakwell Private Wealth Management, LLC 880.20%0.49%0.84%Q4 2020Q3 20228
Hudock, Inc. 320.02%0.09%0.46%Q2 2013Q3 20157
Linscomb Wealth, Inc. 310.01%0.15%0.48%Q4 2019Q2 20247
Life Planning Partners, Inc 432.57%2.90%3.11%Q4 2021Q2 20247
Rappaport Reiches Capital Management, LLC 520.09%0.18%0.30%Q2 2021Q1 20237
Goldstein Advisors, LLC 772.14%2.45%2.90%Q4 2022Q2 20247
MONECO Advisors, LLC 770.10%0.22%0.34%Q4 2022Q2 20247
New England Capital Financial Advisors LLC 773.17%3.85%4.23%Q4 2022Q2 20247
MA Private Wealth 770.05%0.05%0.06%Q4 2022Q2 20247
Keystone Wealth Services, LLC 770.33%0.36%0.38%Q4 2022Q2 20247
Vertex Planning Partners, LLC 770.34%0.80%0.98%Q4 2022Q2 20247
Lifestyle Asset Management, Inc. 773.18%3.58%4.28%Q4 2022Q2 20247
Richard W. Paul & Associates, LLC 770.24%0.34%0.49%Q4 2022Q2 20247
JDM Financial Group LLC 777.04%7.36%7.63%Q4 2022Q2 20247
Tilson Financial Group, Inc. 771.03%1.62%2.98%Q4 2022Q2 20247
Jacobi Capital Management LLC 770.00%0.00%0.01%Q1 2020Q3 20217
True Wealth Design, LLC 770.05%0.07%0.09%Q4 2022Q2 20247
Capital Planning Advisors, LLC 430.08%0.10%0.16%Q3 2019Q2 20247
WCG Wealth Advisors LLC 770.13%0.39%0.61%Q4 2022Q2 20247
Forza Wealth Management, LLC 770.10%0.13%0.14%Q4 2022Q2 20247
Financial Insights, Inc. 771.23%1.77%2.62%Q4 2022Q2 20247
Worth Financial Advisory Group, LLC 771.09%1.19%1.34%Q4 2022Q2 20247
DRIVE WEALTH MANAGEMENT, LLC 770.30%0.67%1.21%Q4 2022Q2 20247
Integrated Investment Consultants, LLC 770.24%0.26%0.30%Q4 2022Q2 20247
Beaumont Financial Advisors, LLC 770.03%0.03%0.04%Q4 2022Q2 20247
TUCKER ASSET MANAGEMENT LLC 610.00%0.00%0.01%Q3 2022Q2 20247
Auto-Owners Insurance Co 7711.57%13.23%16.65%Q4 2022Q2 20247
Gateway Wealth Partners, LLC 770.19%2.72%4.85%Q4 2022Q2 20247
Millington Financial Advisors, LLC 774.58%4.72%4.84%Q4 2022Q2 20247
ALESCO ADVISORS LLC 610.02%0.02%0.03%Q3 2018Q3 20237
NEIRG Wealth Management, LLC 770.69%0.84%0.96%Q4 2021Q2 20237
CARY STREET PARTNERS ASSET MANAGEMENT LLC 430.00%0.21%0.55%Q3 2022Q2 20247
AIFG Consultants Ltd. 774.80%6.71%8.62%Q4 2022Q2 20247
20/20 Capital Management, Inc. 770.83%2.15%3.55%Q4 2019Q2 20217
Squar Milner Financial Services LLC 430.02%0.11%0.17%Q3 2018Q2 20207
Flagstone Financial Management 778.15%8.59%8.99%Q4 2022Q2 20247
Financial Architects, Inc 430.02%0.02%0.02%Q4 2014Q2 20207
Polaris Wealth Advisory Group, LLC 770.16%0.32%0.44%Q1 2018Q3 20197
Eudaimonia Partners, LLC 770.08%0.38%0.81%Q1 2022Q3 20237
Meeder Advisory Services, Inc. 772.33%2.72%3.02%Q4 2022Q2 20247
River Street Advisors LLC 770.42%0.53%0.61%Q4 2022Q2 20247
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 770.18%0.22%0.24%Q4 2022Q2 20247
Fiduciary Planning LLC 770.12%4.13%5.51%Q2 2021Q4 20227
JGP Wealth Management, LLC 770.04%0.04%0.04%Q4 2022Q2 20247
Outlook Wealth Advisors, LLC 610.44%1.03%3.79%Q4 2018Q2 20247
PERSONAL CFO SOLUTIONS, LLC 770.00%0.07%0.10%Q2 2020Q4 20217
Clearwater Capital Advisors, LLC 774.04%4.22%4.48%Q4 2022Q2 20247
Abound Wealth Management 770.03%0.03%0.04%Q4 2022Q2 20247
Alliance Wealth Advisors, LLC /UT 770.46%0.48%0.52%Q4 2022Q2 20247
GERMAN AMERICAN BANCORP, INC. 770.13%0.15%0.16%Q4 2022Q2 20247
BROWN BROTHERS HARRIMAN & CO 520.00%0.00%0.00%Q1 2021Q3 20237
RF&L WEALTH MANAGEMENT, LLC 770.37%0.43%0.48%Q4 2022Q2 20247
Glassman Wealth Services 770.06%0.07%0.09%Q4 2022Q2 20247
PFG Advisors 430.03%0.10%0.18%Q2 2019Q2 20247
Virtu KCG Holdings LLC 410.01%0.04%0.08%Q3 2014Q3 20167
STEVENS CAPITAL PARTNERS 770.87%1.04%1.25%Q4 2022Q2 20247
Lodestone Wealth Management LLC 770.15%0.18%0.20%Q4 2022Q2 20247
Wallace Advisory Group, LLC 770.59%0.67%0.70%Q4 2022Q2 20247
BSW Wealth Partners 770.16%0.27%0.33%Q4 2022Q2 20247
Delap Wealth Advisory, LLC 771.33%2.09%2.82%Q4 2022Q2 20247
M Holdings Securities, Inc. 770.06%0.08%0.11%Q4 2022Q2 20247
Fiduciary Alliance LLC 772.49%2.94%3.27%Q4 2022Q2 20247
Financial Guidance Group, Inc. 770.16%0.24%0.38%Q1 2022Q3 20237
WATERSHED PRIVATE WEALTH LLC 770.96%1.27%1.54%Q4 2022Q2 20247
Fermata Advisors, LLC 510.06%0.13%0.21%Q2 2021Q2 20237
Moss Adams Wealth Advisors LLC 772.16%2.58%3.82%Q4 2022Q2 20247
Echo Wealth Management, LLC 770.34%0.48%0.70%Q4 2020Q2 20227
New Republic Capital, LLC 770.32%0.42%0.46%Q4 2022Q2 20247
American Money Management, LLC 770.86%1.04%1.15%Q3 2018Q1 20207
Chicago Partners Investment Group LLC 610.01%0.02%0.03%Q1 2021Q2 20247
Fairhaven Wealth Management, LLC 520.17%0.19%0.23%Q3 2022Q2 20247
Private Capital Group, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Grove Bank & Trust 770.01%0.02%0.02%Q4 2022Q2 20247
ADVISOR PARTNERS LLC 770.02%0.02%0.02%Q3 2020Q1 20227
Cassaday & Co Wealth Management LLC 770.01%0.01%0.01%Q4 2022Q2 20247
CLIENT 1ST ADVISORY GROUP, LLC 770.11%0.12%0.14%Q4 2022Q2 20247
TCG Advisors, LP 770.35%1.07%2.63%Q4 2018Q2 20207
Rooted Wealth Advisors, Inc. 770.30%2.41%7.42%Q4 2022Q2 20247
Legacy Wealth Partners, Inc. 771.46%1.81%2.07%Q4 2019Q2 20217
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 771.05%1.47%1.72%Q4 2022Q2 20247
Epstein & White Financial LLC 770.12%0.22%0.32%Q4 2017Q2 20197
Corient Private Wealth LLC 770.01%0.03%0.04%Q4 2022Q2 20247
First PREMIER Bank 610.01%0.01%0.01%Q4 2018Q2 20247
B. Riley Wealth Advisors, Inc. 660.01%0.01%0.02%Q1 2023Q2 20246
Capital CS Group, LLC 660.19%0.59%1.36%Q1 2023Q2 20246
CULLEN/FROST BANKERS, INC. 420.00%0.01%0.02%Q2 2020Q4 20236
GIRARD SECURITIES, INC. 661.04%1.11%1.24%Q4 2015Q1 20176
Bernicke Wealth Management, Ltd. 510.25%0.71%2.00%Q1 2018Q2 20206
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 510.00%0.00%0.00%Q3 2021Q2 20246
MBE Wealth Management, LLC 660.43%0.64%0.99%Q4 2019Q1 20216
Baker Avenue Asset Management, LP 660.00%0.01%0.01%Q1 2023Q2 20246
Householder Group Estate & Retirement Specialist, LLC 410.03%0.15%0.22%Q3 2022Q2 20246
Charles Schwab Investment Advisory, Inc. 660.00%0.00%0.00%Q4 2022Q1 20246
FIRETHORN WEALTH PARTNERS, LLC 310.16%0.19%0.26%Q4 2020Q2 20246
AXA S.A. 660.04%0.05%0.05%Q2 2018Q3 20196
Perennial Investment Advisors, LLC 660.14%0.27%0.41%Q1 2023Q2 20246
Compass Ion Advisors, LLC 410.06%0.46%1.69%Q4 2019Q4 20216
McAdam, LLC 510.00%0.01%0.02%Q2 2018Q2 20246
BRR OpCo, LLC 660.03%0.04%0.06%Q2 2021Q3 20226
ATWOOD & PALMER INC 660.02%1.54%2.47%Q2 2013Q3 20146
Atomi Financial Group, Inc. 660.13%0.27%0.41%Q1 2023Q2 20246
PINNACLE FINANCIAL PARTNERS INC 660.01%0.01%0.01%Q1 2023Q2 20246
Destiny Capital Corp/CO 330.50%0.66%1.00%Q4 2022Q2 20246
LVZ, Inc. 420.08%0.19%0.37%Q1 2018Q4 20196
Fund Evaluation Group, LLC 660.11%0.37%0.87%Q2 2020Q3 20216
CALDWELL SUTTER CAPITAL, INC. 660.00%0.01%0.01%Q1 2023Q2 20246
Clearstead Advisors, LLC 510.00%0.25%1.52%Q1 2022Q2 20246
THEORY FINANCIAL LLC 420.16%0.50%0.58%Q1 2022Q3 20236
CHILTON INVESTMENT CO INC. 660.05%0.06%0.06%Q4 2021Q1 20236
O'Connor Financial Group LLC 663.90%4.45%5.23%Q1 2023Q2 20246
Cape Investment Advisory, Inc. 660.02%0.09%0.13%Q1 2023Q2 20246
Glass Jacobson Investment Advisors llc 510.08%0.16%0.21%Q4 2022Q2 20246
Venturi Wealth Management, LLC 420.46%0.57%0.65%Q4 2022Q2 20246
Hayden Royal, LLC 210.31%1.27%1.68%Q4 2019Q4 20216
RAYMOND JAMES TRUST N.A. 220.01%0.01%0.01%Q3 2019Q2 20246
Charter Oak Capital Management, LLC 660.00%0.01%0.01%Q1 2021Q2 20226
LIBERTY WEALTH MANAGEMENT LLC 310.00%0.02%0.02%Q4 2018Q2 20246
BRIGHTON JONES LLC 420.01%0.14%0.23%Q2 2019Q2 20246
Foundations Investment Advisors, LLC 510.01%0.14%0.78%Q2 2018Q2 20246
Riggs Asset Managment Co. Inc. 660.01%0.01%0.01%Q1 2023Q2 20246
REGENTATLANTIC CAPITAL LLC 660.03%0.03%0.04%Q2 2021Q3 20226
Tradewinds Capital Management, LLC 510.00%0.00%0.00%Q4 2019Q1 20246
XML Financial, LLC 660.32%0.48%0.56%Q1 2023Q2 20246
LINCOLN CAPITAL CORP 660.14%0.15%0.16%Q1 2023Q2 20246
Lifeworks Advisors, LLC 660.41%1.73%3.34%Q1 2023Q2 20246
Sunbelt Securities, Inc. 660.00%0.00%0.00%Q1 2023Q2 20246
HERITAGE WEALTH MANAGEMENT, LLC 420.01%0.17%0.52%Q2 2021Q4 20226
Strategic Financial Concepts, LLC 660.10%1.43%2.72%Q1 2023Q2 20246
CIBC Private Wealth Group LLC 330.00%0.00%0.00%Q4 2017Q2 20246
M&R CAPITAL MANAGEMENT INC 660.00%0.00%0.01%Q1 2023Q2 20246
Lenox Wealth Advisors, LLC 660.00%0.01%0.02%Q4 2020Q1 20226
Relaxing Retirement Coach 660.50%0.60%0.87%Q4 2018Q1 20206
Intelligence Driven Advisers, LLC 660.11%0.16%0.19%Q4 2018Q1 20206
LOCKERMAN FINANCIAL GROUP, INC. 660.71%1.20%1.82%Q1 2023Q2 20246
Retirement Investment Advisors, Inc. 510.03%0.12%0.37%Q4 2022Q2 20246
Ellevest, Inc. 510.00%0.01%0.02%Q2 2022Q2 20246
REDW Wealth LLC 660.06%0.08%0.08%Q1 2023Q2 20246
My Legacy Advisors, LLC 660.13%0.17%0.20%Q4 2022Q1 20246
Southland Equity Partners LLC 660.08%0.09%0.12%Q4 2022Q1 20246
Farther Finance Advisors, LLC 660.10%0.23%0.48%Q1 2023Q2 20246
CONDOR CAPITAL MANAGEMENT 660.04%0.06%0.07%Q2 2019Q3 20206
Prosperity Financial Group, Inc. 660.20%0.23%0.29%Q1 2023Q2 20246
MARYLAND CAPITAL ADVISORS INC. 660.00%0.00%0.00%Q1 2023Q2 20246
Onyx Bridge Wealth Group LLC 510.04%0.06%0.14%Q2 2021Q2 20246
ICA Group Wealth Management, LLC 660.04%0.12%0.17%Q4 2022Q1 20246
LEAVELL INVESTMENT MANAGEMENT, INC. 330.02%0.02%0.02%Q4 2021Q2 20236
BANK OF HAWAII 330.01%0.01%0.02%Q4 2022Q2 20246
ABLE Financial Group, LLC 660.57%0.76%0.94%Q1 2023Q2 20246
Nordwand Advisors, LLC 660.01%0.05%0.08%Q1 2023Q2 20246
BIP Wealth, LLC 660.57%0.75%1.10%Q1 2023Q2 20246
BB&T SECURITIES, LLC 310.00%0.00%0.01%Q4 2017Q3 20196
Argentus Capital Management, LLC 510.00%0.02%0.08%Q3 2014Q3 20166
Wealth Advisors of Iowa, LLC 666.50%10.68%19.74%Q4 2022Q1 20246
Fisher Asset Management, LLC 510.00%0.00%0.00%Q4 2019Q2 20246
KLR INVESTMENT ADVISORS, LLC 661.14%1.41%1.62%Q4 2022Q1 20246
Spartan Planning & Wealth Management 422.02%3.99%7.29%Q1 2022Q4 20236
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 660.04%0.05%0.06%Q1 2021Q2 20226
Cambridge Advisors Inc. 420.05%0.05%0.05%Q1 2021Q2 20246
COMPASS FINANCIAL ADVISORS LLC 660.65%0.76%0.86%Q4 2021Q1 20236
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
SageView Advisory Group, LLC 510.02%0.07%0.08%Q4 2022Q2 20246
Private Ocean, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
UMB Bank, n.a. 410.00%0.00%0.01%Q4 2019Q2 20246
Measured Wealth Private Client Group, LLC 660.10%0.20%0.39%Q3 2018Q4 20196
PRING TURNER CAPITAL GROUP INC 664.33%5.28%6.97%Q1 2023Q2 20246
Voya Financial Advisors, Inc. 660.01%0.05%0.09%Q4 2019Q1 20216
ORG Partners LLC 410.00%0.09%0.17%Q1 2023Q2 20245
Truepoint, Inc. 410.02%0.02%0.03%Q1 2019Q3 20225
Granite Bay Wealth Management, LLC 550.42%0.90%1.65%Q2 2023Q2 20245
AllSquare Wealth Management LLC 550.01%0.01%0.01%Q2 2023Q2 20245
True Link Financial Advisors, LLC 550.01%0.01%0.02%Q4 2020Q4 20215
Covington Capital Management 550.00%0.00%0.00%Q3 2021Q3 20225
Lunt Capital Management, Inc. 551.10%1.19%1.26%Q2 2023Q2 20245
TRANSCEND CAPITAL ADVISORS, LLC 320.02%0.38%1.61%Q4 2019Q2 20245
Cherry Tree Wealth Management, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
Wedmont Private Capital 550.04%0.05%0.06%Q2 2023Q2 20245
LINCOLN NATIONAL CORP 550.00%0.00%0.01%Q1 2023Q1 20245
Homrich & Berg 550.02%0.03%0.03%Q4 2018Q4 20195
CENTRAL TRUST Co 550.02%0.02%0.02%Q4 2020Q4 20215
Concert Wealth Management Inc. 410.01%0.13%0.17%Q2 2015Q3 20165
Red Cedar Capital, LLC 550.20%0.21%0.23%Q4 2021Q4 20225
ENCOMPASS WEALTH ADVISORS, LLC 550.32%0.33%0.35%Q1 2021Q1 20225
Total Clarity Wealth Management, Inc. 210.02%0.05%0.07%Q4 2019Q2 20225
INR ADVISORY SERVICES LLC 550.02%0.08%0.16%Q1 2018Q1 20195
Zullo Investment Group, Inc. 550.02%0.02%0.02%Q4 2021Q4 20225
TFB Advisors LLC 550.31%0.50%1.00%Q2 2023Q2 20245
D.A. DAVIDSON & CO. 320.00%0.00%0.01%Q1 2023Q2 20245
CAHABA WEALTH MANAGEMENT, INC. 550.05%0.09%0.10%Q1 2019Q1 20205
Wealthquest Corp 551.27%1.77%2.06%Q4 2018Q4 20195
Northwest Capital Management Inc 550.08%0.11%0.12%Q2 2023Q2 20245
Watermark Asset Management, Inc. 550.30%0.59%0.66%Q4 2017Q4 20185
FDx Advisors, Inc. 320.01%0.02%0.03%Q2 2017Q1 20205
Strategic Asset Management, LLC 550.99%1.08%1.23%Q3 2021Q3 20225
Ruggie Capital Group 410.01%0.14%0.57%Q2 2018Q3 20195
INSIGHT 2811, INC. 410.12%3.51%4.54%Q4 2013Q2 20215
Horizons Wealth Management 550.01%0.01%0.01%Q2 2023Q2 20245
Latitude Advisors, LLC 550.10%0.24%0.31%Q1 2021Q1 20225
Argent Trust Co 550.02%0.03%0.03%Q2 2023Q2 20245
Flower City Capital 550.54%0.82%1.11%Q4 2021Q4 20225
Portside Wealth Group, LLC 551.11%1.26%1.44%Q2 2023Q2 20245
Beacon Capital Management, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Accel Wealth Management 550.20%0.28%0.32%Q2 2023Q2 20245
Auour Investments LLC 5510.08%10.31%10.50%Q2 2023Q2 20245
CAMBRIDGE TRUST CO 550.00%0.00%0.00%Q4 2022Q4 20235
Oxinas Partners Wealth Management LLC 550.35%0.58%1.03%Q2 2023Q2 20245
Kovitz Investment Group Partners, LLC 550.00%0.01%0.01%Q1 2023Q1 20245
Personal Wealth Partners 551.65%2.87%3.63%Q1 2021Q1 20225
Vestmark Advisory Solutions, Inc. 550.19%0.20%0.23%Q1 2022Q1 20235
MPS Loria Financial Planners, LLC 410.06%0.06%0.08%Q2 2017Q1 20215
Wealthstreet Investment Advisors, LLC 550.17%0.18%0.18%Q1 2020Q1 20215
Kavar Capital Partners, LLC 410.03%0.10%0.15%Q2 2019Q3 20205
HARBOR INVESTMENT ADVISORY, LLC 550.05%0.06%0.06%Q2 2023Q2 20245
Wealth & Pension Services Group, Inc. 411.50%4.37%5.14%Q2 2018Q3 20195
CX Institutional 410.01%0.15%0.50%Q3 2018Q1 20235
Stone House Investment Management, LLC 550.45%0.56%0.60%Q3 2018Q3 20195
Values Added Financial LLC 557.54%8.45%9.95%Q2 2023Q2 20245
Valeo Financial Advisors, LLC 210.00%0.01%0.02%Q3 2020Q2 20245
Beacon Pointe Wealth Advisors, LLC 550.10%0.18%0.24%Q4 2018Q4 20195
Trexquant Investment LP 210.01%0.02%0.04%Q4 2021Q4 20235
Wilson & Boucher Capital Management, LLC 410.14%0.27%0.34%Q4 2021Q2 20235
First Trust Direct Indexing L.P. 550.05%0.06%0.07%Q2 2023Q2 20245
FIDELITY D & D BANCORP INC 417.14%7.57%8.27%Q1 2023Q2 20245
Fortis Group Advisors, LLC 410.00%0.03%0.14%Q3 2020Q2 20245
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 550.01%0.01%0.02%Q2 2023Q2 20245
Founders Capital Management 550.16%0.18%0.20%Q4 2017Q4 20185
DHK Financial Advisors, Inc. 550.38%0.41%0.43%Q2 2023Q2 20245
Benedetti & Gucer, Inc. 310.10%0.17%0.25%Q2 2021Q1 20245
KINGS POINT CAPITAL MANAGEMENT 550.01%0.01%0.01%Q4 2017Q4 20185
CAPITAL ONE FINANCIAL CORP 550.27%0.36%0.51%Q1 2021Q1 20225
OLIO Financial Planning 550.10%0.11%0.12%Q2 2023Q2 20245
Aureus Asset Management, LLC 550.04%0.04%0.05%Q2 2017Q2 20185
DGS Capital Management, LLC 550.09%0.11%0.14%Q4 2022Q4 20235
EVERGREEN CAPITAL MANAGEMENT LLC 550.02%0.02%0.03%Q2 2023Q2 20245
VERUS CAPITAL PARTNERS, LLC 320.02%0.02%0.03%Q4 2019Q2 20245
Laidlaw Wealth Management LLC 440.15%0.23%0.30%Q3 2023Q2 20244
FIRST FINANCIAL CORP /IN/ 440.00%0.00%0.00%Q2 2013Q1 20144
SWMG, LLC 310.53%0.92%1.09%Q1 2023Q2 20244
TIAA TRUST, NATIONAL ASSOCIATION 441.37%1.39%1.43%Q3 2023Q2 20244
CANTOR FITZGERALD, L. P. 440.01%0.01%0.01%Q4 2022Q3 20234
SageGuard Financial Group, LLC 440.55%3.92%13.93%Q4 2020Q3 20214
U.S. Capital Wealth Advisors, LLC 310.00%0.01%0.01%Q4 2022Q2 20244
NORDEN GROUP LLC 440.24%0.46%0.86%Q3 2023Q2 20244
INVENIO WEALTH PARTNERS LLC 445.20%5.73%6.24%Q3 2023Q2 20244
Banco Santander, S.A. 310.01%0.01%0.01%Q1 2018Q2 20244
EXENCIAL WEALTH ADVISORS, LLC 310.03%0.03%0.03%Q1 2013Q2 20244
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.01%0.02%0.02%Q3 2023Q2 20244
DHJJ Financial Advisors, Ltd. 440.00%0.00%0.00%Q3 2023Q2 20244
Advocacy Wealth Management Services, LLC 310.00%5.71%7.92%Q3 2022Q2 20244
Integrated Advisors Network LLC 310.01%0.04%0.10%Q2 2020Q3 20224
Evanson Asset Management, LLC 440.04%0.04%0.04%Q3 2023Q2 20244
NBC SECURITIES, INC. 440.07%0.11%0.15%Q3 2023Q2 20244
Independent Wealth Network Inc. 440.19%0.20%0.22%Q2 2022Q1 20234
FinTrust Capital Advisors, LLC 440.01%0.01%0.01%Q3 2023Q2 20244
Spectrum Planning & Advisory Services Inc. 310.47%0.53%0.61%Q2 2023Q2 20244
BKS ADVISORS, LLC 440.10%0.42%1.11%Q2 2018Q1 20194
Ignite Planners, LLC 440.76%1.22%1.50%Q3 2023Q2 20244
Sonora Investment Management, LLC 310.00%0.01%0.01%Q2 2020Q3 20214
MAI Capital Management 310.00%0.00%0.00%Q2 2023Q2 20244
Acorn Wealth Advisors, LLC 440.16%0.18%0.20%Q3 2023Q2 20244
Grey Street Capital, LLC 440.23%0.67%0.85%Q2 2023Q1 20244
Royal Fund Management, LLC 210.00%0.00%0.01%Q4 2017Q1 20204
JD Financial Services Inc. 442.01%6.43%8.13%Q1 2021Q4 20214
Impact Partnership Wealth, LLC 440.00%0.02%0.05%Q2 2023Q1 20244
Wealth Quarterback LLC 441.64%2.12%3.26%Q3 2023Q2 20244
Lucia Wealth Services, LLC 440.11%0.47%0.76%Q4 2019Q3 20204
Vectors Research Management, LLC 440.01%0.01%0.01%Q3 2018Q2 20194
Ferguson Shapiro LLC 440.37%0.43%0.48%Q1 2021Q4 20214
Strategic Capital Group LLC 220.11%0.14%0.17%Q2 2013Q2 20144
HBC Financial Services, PLLC 440.01%0.01%0.01%Q4 2021Q3 20224
Integrity Financial Corp /WA 440.00%0.00%0.00%Q4 2021Q3 20224
MBL Wealth, LLC 440.03%0.04%0.04%Q3 2023Q2 20244
Alpha Cubed Investments, LLC 310.02%0.03%0.03%Q2 2019Q2 20224
Paracle Advisors, LLC 440.25%0.27%0.32%Q3 2014Q2 20154
Straight Path Wealth Management 442.63%2.98%3.19%Q4 2021Q3 20224
AVIANCE CAPITAL MANAGEMENT, LLC 210.00%0.06%0.18%Q2 2016Q4 20184
Compass Financial Group, INC/SD 440.10%0.12%0.15%Q4 2022Q3 20234
NEW ENGLAND SECURITIES CORP /MA/ 440.05%0.34%0.58%Q1 2014Q4 20144
Hibernia Wealth Partners, LLC 440.63%3.10%5.45%Q3 2023Q2 20244
Johnson Financial Group, Inc. 440.00%0.00%0.01%Q2 2020Q1 20214
Moran Wealth Management, LLC 440.65%0.86%0.98%Q4 2022Q3 20234
AFFINITY WEALTH MANAGEMENT LLC 440.42%0.45%0.47%Q1 2019Q4 20194
ACT Advisors, LLC. 441.14%1.27%1.36%Q3 2023Q2 20244
Envestnet Portfolio Solutions, Inc. 440.20%0.23%0.28%Q3 2023Q2 20244
Austin Wealth Management, LLC 440.12%0.16%0.22%Q3 2023Q2 20244
KARLINSKI ANDREW C 440.39%0.95%1.91%Q4 2021Q3 20224
NewSquare Capital LLC 310.00%0.00%0.00%Q3 2022Q1 20244
Columbus Macro, LLC 441.75%2.30%2.63%Q3 2019Q2 20204
CEDAR CAPITAL, LLC 440.84%1.75%2.37%Q4 2020Q3 20214
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
FSC Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
HUNTINGTON NATIONAL BANK 310.00%0.00%0.00%Q1 2022Q2 20244
IFS Advisors, LLC 440.04%6.39%8.79%Q2 2021Q1 20224
WORLD EQUITY GROUP, INC. 440.26%0.31%0.41%Q3 2023Q2 20244
CITIZENS FINANCIAL GROUP INC/RI 440.01%0.01%0.02%Q2 2019Q1 20204
Ford Financial Group, LLC 440.22%0.42%0.56%Q1 2022Q4 20224
Creative Capital Management Investments LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Sullivan, Bruyette, Speros & Blaney, LLC 440.31%0.45%0.59%Q2 2020Q1 20214
Freestone Capital Holdings, LLC 220.00%0.02%0.04%Q3 2020Q1 20244
SOL Capital Management CO 440.31%0.40%0.44%Q3 2023Q2 20244
ROWLAND CARMICHAEL ADVISORS INC /ADV 440.33%0.37%0.41%Q1 2018Q4 20184
Redwood Investment Management, LLC 440.05%0.06%0.08%Q3 2023Q2 20244
Strategic Capital Alternatives LLC 220.08%0.11%0.12%Q3 2014Q3 20154
ROPES WEALTH ADVISORS LLC 440.27%0.29%0.31%Q4 2022Q3 20234
Stonebridge Capital Advisors LLC 210.00%0.00%0.00%Q1 2021Q2 20234
MCIA Inc 310.05%0.07%0.10%Q4 2021Q2 20244
QUADRANT CAPITAL GROUP LLC 440.01%0.01%0.02%Q3 2023Q2 20244
Transamerica Financial Advisors, Inc. 310.01%0.01%0.01%Q2 2020Q4 20224
American Institute for Advanced Investment Management, LLP 310.18%0.19%0.20%Q2 2022Q2 20244
Tyche Wealth Partners LLC 330.21%0.31%0.43%Q4 2023Q2 20243
Vermillion & White Wealth Management Group, LLC 331.58%2.40%3.47%Q4 2023Q2 20243
WETZEL INVESTMENT ADVISORS, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Vericrest Private Wealth 332.88%3.05%3.14%Q4 2021Q2 20223
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 330.12%0.15%0.16%Q4 2023Q2 20243
Fairman Group, LLC 330.17%0.18%0.19%Q4 2023Q2 20243
TOBIAS FINANCIAL ADVISORS, INC. 210.13%0.16%0.19%Q4 2019Q4 20213
Legacy Financial Group LLC 210.02%0.13%0.23%Q4 2020Q3 20233
Sandy Spring Bank 210.00%0.00%0.00%Q2 2023Q2 20243
Stegent Equity Advisors, Inc. 330.43%0.48%0.58%Q4 2021Q2 20223
Alliance Wealth Advisors, LLC 330.17%0.18%0.18%Q3 2021Q1 20223
Clark Capital Management Group, Inc. 210.01%0.01%0.02%Q3 2016Q2 20173
CFO4Life Group, LLC 330.10%1.40%3.84%Q4 2018Q2 20193
Frazier Financial Advisors, LLC 330.03%0.04%0.06%Q4 2023Q2 20243
Roundview Capital LLC 330.06%0.07%0.09%Q1 2018Q3 20183
Pathstone Holdings, LLC 330.47%0.51%0.57%Q4 2023Q2 20243
DORVAL Corp 334.12%4.16%4.22%Q4 2023Q2 20243
BALANCED WEALTH GROUP LLC 330.31%0.32%0.34%Q4 2023Q2 20243
Anfield Capital Management, LLC 210.00%0.00%0.00%Q2 2021Q2 20243
Bridge Advisory, LLC 331.50%2.10%2.42%Q4 2023Q2 20243
Breed's Hill Capital LLC 333.74%4.00%4.30%Q4 2023Q2 20243
SEEDS INVESTOR LLC 330.46%0.50%0.57%Q4 2023Q2 20243
RICHARDSON FINANCIAL SERVICES INC. 332.16%2.66%3.14%Q4 2023Q2 20243
Parisi Gray Wealth Management 210.01%0.01%0.01%Q4 2018Q2 20213
PRINCIPAL SECURITIES, INC. 330.00%0.01%0.02%Q4 2023Q2 20243
HBK Sorce Advisory LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Golden State Equity Partners 210.07%0.14%0.17%Q3 2023Q2 20243
Second Line Capital, LLC 335.42%7.17%10.50%Q4 2023Q2 20243
Zhang Financial LLC 330.07%0.07%0.07%Q4 2023Q2 20243
Partnership Wealth Management, LLC 330.47%0.51%0.57%Q4 2023Q2 20243
Bernardo Wealth Planning LLC 330.36%0.54%0.88%Q3 2019Q1 20203
FF Advisors,LLC 331.98%2.11%2.27%Q4 2023Q2 20243
Optimist Retirement Group LLC 332.90%3.06%3.35%Q4 2023Q2 20243
AdvicePeriod, LLC 330.12%0.57%1.38%Q3 2019Q1 20203
Davis Capital Management 330.01%0.01%0.01%Q4 2023Q2 20243
Mach-1 Financial Group, LLC 210.00%0.01%0.02%Q2 2022Q1 20233
Marathon Strategic Advisors, LLC 337.74%7.98%8.17%Q4 2023Q2 20243
Windsor Creek Advisors, LLC 330.07%2.25%3.70%Q2 2021Q4 20213
Jane Street Holding, LLC 330.01%0.05%0.12%Q2 2013Q4 20133
FIFTH THIRD SECURITIES, INC. 331.45%1.49%1.51%Q4 2016Q2 20173
Crewe Advisors LLC 330.00%0.00%0.01%Q4 2023Q2 20243
Leverty Financial Group, LLC 330.18%0.18%0.18%Q4 2023Q2 20243
MATHER GROUP, LLC. 330.00%0.00%0.01%Q4 2023Q2 20243
COLDSTREAM CAPITAL MANAGEMENT INC 330.02%0.03%0.04%Q4 2021Q2 20223
Pineridge Advisors LLC 330.12%0.24%0.47%Q4 2023Q2 20243
Wealthfront Advisers LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Yoder Wealth Management, Inc. 330.32%0.33%0.34%Q4 2023Q2 20243
H. L. Ormond & Company, LLC 332.12%2.14%2.17%Q4 2021Q2 20223
Battery Global Advisors, LLC 333.50%3.92%4.36%Q4 2023Q2 20243
WealthCollab, LLC 330.05%0.05%0.05%Q4 2023Q2 20243
MISSION WEALTH MANAGEMENT, LP 210.01%0.01%0.01%Q2 2023Q2 20243
Future Financial Wealth Managment LLC 210.02%0.05%0.06%Q4 2021Q1 20243
Flagship Private Wealth, LLC 330.01%0.03%0.05%Q4 2020Q2 20213
Clarity Capital Advisors, LLC 330.24%0.25%0.25%Q4 2023Q2 20243
MGB Wealth Management, LLC 330.43%0.46%0.50%Q4 2023Q2 20243
Financial Network Wealth Advisors LLC 332.02%2.54%2.83%Q4 2023Q2 20243
JONES FINANCIAL COMPANIES LLLP 330.00%0.00%0.00%Q4 2023Q2 20243
Encompass More Asset Management 330.17%0.39%0.78%Q4 2023Q2 20243
WealthOne, LLC 110.07%0.13%0.16%Q4 2018Q1 20213
Family Wealth Group, LLC 331.35%1.46%1.54%Q4 2023Q2 20243
STEPHENS INC /AR/ 330.01%0.01%0.01%Q4 2023Q2 20243
Keener Financial Planning LLC 332.50%2.70%2.91%Q4 2023Q2 20243
GW HENSSLER & ASSOCIATES LTD 330.12%0.14%0.16%Q3 2014Q1 20153
Cedar Point Capital Partners, LLC 330.40%0.42%0.43%Q4 2023Q2 20243
Epic Trust Investment Advisors, LLC 330.76%0.79%0.83%Q4 2023Q2 20243
Smartleaf Asset Management LLC 330.74%0.94%1.04%Q4 2023Q2 20243
M3 Advisory Group, LLC 330.26%0.30%0.35%Q4 2023Q2 20243
Shepherd Financial Partners LLC 330.06%0.06%0.06%Q4 2023Q2 20243
Lido Advisors, LLC 210.01%0.01%0.01%Q2 2022Q3 20233
MOTCO 210.00%0.00%0.00%Q3 2022Q2 20243
Premier Path Wealth Partners, LLC 330.14%0.20%0.26%Q4 2023Q2 20243
Sequent Asset Management, LLC 330.44%0.54%0.73%Q4 2023Q2 20243
Laird Norton Wetherby Wealth Management, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Krilogy Financial LLC 330.06%0.07%0.07%Q4 2023Q2 20243
MATRIX PRIVATE CAPITAL GROUP LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Consolidated Portfolio Review Corp 210.06%0.17%0.23%Q2 2023Q2 20243
Baker Ellis Asset Management LLC 210.04%0.17%0.44%Q2 2022Q2 20233
STEEL GROVE CAPITAL ADVISORS, LLC 330.04%0.04%0.04%Q4 2023Q2 20243
Fiera Capital Corp 330.00%0.00%0.00%Q3 2019Q1 20203
OMNI 360 Wealth, Inc. 330.25%0.27%0.29%Q4 2023Q2 20243
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q4 2021Q2 20243
MB Generational Wealth, LLC 330.25%0.31%0.40%Q4 2023Q2 20243
FAIRFIELD, BUSH & CO. 110.00%0.01%0.01%Q1 2018Q4 20233
Connectus Wealth, LLC 330.10%0.12%0.15%Q3 2023Q1 20243
Headlands Technologies LLC 110.00%0.01%0.02%Q2 2023Q2 20243
Peirce Capital Management, LLC 330.20%0.22%0.22%Q4 2023Q2 20243
Abich Financial Wealth Management LLC 330.01%0.02%0.02%Q4 2023Q2 20243
Concorde Asset Management, LLC 330.27%0.29%0.32%Q4 2018Q2 20193
Archer Investment Corp 330.01%0.01%0.01%Q4 2018Q2 20193
Mariner Wealth Advisors-Cincinnati, LLC 330.02%0.03%0.04%Q1 2018Q3 20183
Integrity Wealth Solutions LLC 332.04%2.08%2.11%Q4 2023Q2 20243
Virtu Financial LLC 110.01%0.06%0.09%Q4 2018Q3 20233
Renasant Bank 330.17%0.20%0.21%Q1 2023Q3 20233
Tidemark, LLC 330.19%0.25%0.33%Q4 2023Q2 20243
Northwest Financial Advisors 330.00%0.00%0.00%Q4 2023Q2 20243
CCG WEALTH MANAGEMENT, LLC 330.27%0.28%0.30%Q2 2019Q4 20193
Leo Wealth, LLC 330.04%0.04%0.04%Q4 2023Q2 20243
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q2 2020Q1 20233
Founders Financial Alliance, LLC 330.03%0.03%0.04%Q3 2023Q1 20243
GoalVest Advisory LLC 110.00%0.08%0.24%Q2 2022Q3 20233
Sterling Wealth Management, Inc. 330.58%0.61%0.65%Q4 2023Q2 20243
ORBA Wealth Advisors, L.L.C. 332.91%3.07%3.19%Q4 2023Q2 20243
Bedel Financial Consulting, Inc. 330.00%0.00%0.00%Q3 2019Q1 20203
Stablepoint Partners, LLC 330.21%0.24%0.27%Q4 2023Q2 20243
Oakworth Capital, Inc. 330.00%0.00%0.00%Q4 2023Q2 20243
VOISARD ASSET MANAGEMENT GROUP, INC. 330.01%0.01%0.01%Q4 2023Q2 20243
Pallas Capital Advisors LLC 330.07%0.07%0.08%Q4 2023Q2 20243
Veery Capital, LLC 330.12%0.13%0.13%Q4 2023Q2 20243
Cooksen Wealth, LLC 332.70%2.78%2.83%Q4 2023Q2 20243
Richardson Capital Management LLC 330.27%0.30%0.33%Q4 2023Q2 20243
MOSAIC FAMILY WEALTH PARTNERS, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Bill Few Associates, Inc. 330.15%0.21%0.30%Q4 2023Q2 20243
Planning Solutions Group LLC 331.42%1.47%1.53%Q4 2018Q2 20193
LVM CAPITAL MANAGEMENT LTD/MI 330.07%0.07%0.07%Q4 2023Q2 20243
BayBridge Capital Group, LLC 336.19%6.43%6.55%Q4 2023Q2 20243
BROWN ADVISORY INC 210.00%0.00%0.00%Q2 2019Q1 20203
OneAscent Financial Services LLC 332.94%3.39%3.79%Q4 2023Q2 20243
Global Wealth Management Investment Advisory, Inc. 330.01%0.03%0.06%Q4 2018Q2 20193
Wrenne Financial Planning LLC 331.92%3.31%4.18%Q4 2023Q2 20243
Carroll Financial Associates, Inc. 330.00%0.00%0.00%Q4 2013Q2 20143
Sanchez Wealth Management Group 332.58%2.86%3.38%Q4 2023Q2 20243
NORTH STAR ASSET MANAGEMENT INC 330.04%0.06%0.08%Q4 2023Q2 20243
Allegis Investment Advisors, LLC 210.02%2.37%4.21%Q4 2015Q1 20183
IBERIABANK CORP 330.04%0.04%0.06%Q2 2017Q4 20173
Cornerstone Advisors, Inc. 3319.61%20.55%21.16%Q4 2018Q2 20193
FSA Advisors, Inc. 330.39%0.43%0.50%Q4 2023Q2 20243
DRAVO BAY LLC 330.58%0.63%0.68%Q4 2023Q2 20243
WealthPlan Investment Management, LLC 210.02%0.02%0.02%Q1 2022Q4 20223
Equita Financial Network, Inc. 331.11%1.25%1.38%Q4 2023Q2 20243
GW&K Investment Management, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Transcendent Capital Group LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Hexagon Capital Partners LLC 330.00%0.00%0.00%Q4 2023Q2 20243
OAKWOOD CAPITAL MANAGEMENT LLC/CA 330.11%0.13%0.15%Q2 2020Q4 20203
Steele Capital Management, Inc. 330.12%0.13%0.14%Q4 2023Q2 20243
HATTON CONSULTING, INC. 334.63%4.80%5.10%Q1 2021Q3 20213
International Private Wealth Advisors LLC 330.79%4.38%9.48%Q4 2023Q2 20243
Partnervest Advisory Services LLC 330.00%0.02%0.03%Q4 2013Q2 20143
Main Street Group, LTD 330.01%0.01%0.01%Q4 2023Q2 20243
Claro Advisors LLC 330.04%0.05%0.06%Q4 2023Q2 20243
Wellington Wealth Strategies, LLC. 210.32%0.85%1.11%Q4 2020Q1 20243
Personal Capital Advisors Corp 330.00%0.00%0.01%Q4 2020Q2 20213
GUARDIAN WEALTH ADVISORS, LLC / NC 330.05%0.48%1.34%Q4 2021Q2 20223
Hanson & Doremus Investment Management 220.00%0.00%0.00%Q1 2024Q2 20242
Financial Enhancement Group LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Traction Financial Partners, LLC 220.17%0.17%0.18%Q1 2024Q2 20242
Catalyst Wealth Management, LLC 220.56%0.56%0.56%Q4 2022Q1 20232
Rollins Financial 220.12%0.23%0.35%Q1 2022Q2 20222
Selective Wealth Management, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
Squarepoint Ops LLC 220.00%0.00%0.00%Q3 2023Q4 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
KINGSWOOD WEALTH ADVISORS, LLC 220.06%0.14%0.21%Q1 2024Q2 20242
Nicholas Hoffman & Company, LLC. 220.01%0.01%0.02%Q1 2024Q2 20242
Stewardship Advisors, LLC 220.42%0.58%0.75%Q4 2019Q1 20202
Dixon Hughes Goodman Wealth Advisors LLC 220.19%0.22%0.25%Q4 2021Q1 20222
PETERSON WEALTH MANAGEMENT 220.14%0.15%0.16%Q1 2024Q2 20242
WOLFF WIESE MAGANA LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Cascade Financial Partners, LLC 221.17%1.21%1.25%Q1 2024Q2 20242
IAMS WEALTH MANAGEMENT, LLC 220.20%0.38%0.57%Q1 2024Q2 20242
Maia Wealth LLC 110.23%0.28%0.34%Q4 2023Q2 20242
Wealthspire Advisors, L.P. 220.01%0.01%0.01%Q4 2018Q1 20192
LEO BROKERAGE, LLC 220.04%0.04%0.05%Q1 2023Q2 20232
Fortitude Advisory Group L.L.C. 220.04%0.04%0.04%Q4 2021Q1 20222
Tower View Wealth Management LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Global Wealth Strategies & Associates 220.01%0.01%0.01%Q1 2024Q2 20242
Ranch Capital Advisors Inc. 220.01%0.01%0.01%Q4 2019Q1 20202
MGO Private Wealth, LLC 220.74%2.00%3.25%Q3 2022Q4 20222
Marion Wealth Management 220.14%0.14%0.14%Q4 2021Q1 20222
Winslow, Evans & Crocker, Inc. 220.10%0.10%0.10%Q4 2017Q1 20182
CFS Investment Advisory Services, LLC 110.00%0.24%0.49%Q1 2022Q3 20222
Schechter Investment Advisors, LLC 220.19%0.19%0.20%Q1 2024Q2 20242
Fortress Wealth Management, Inc. 220.13%0.14%0.14%Q1 2024Q2 20242
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Independent Advisor Alliance 220.02%0.02%0.02%Q1 2024Q2 20242
Farmers National Bank 220.00%0.00%0.00%Q1 2019Q2 20192
F3Logic, LLC 220.23%0.31%0.38%Q1 2018Q2 20182
First Command Bank 220.01%0.01%0.01%Q1 2022Q2 20222
INVESTMENT PARTNERS, LTD. 110.12%0.12%0.12%Q1 2015Q3 20182
ACUTE INVESTMENT ADVISORY, LLC 220.23%1.18%2.13%Q4 2021Q1 20222
ROTHSCHILD INVESTMENT LLC 220.00%0.00%0.01%Q1 2024Q2 20242
Bull Oak Capital, LLC 225.72%6.30%6.88%Q4 2021Q1 20222
FreeGulliver LLC 220.18%0.49%0.79%Q1 2024Q2 20242
Summit Trail Advisors, LLC 110.04%0.05%0.05%Q2 2018Q2 20242
Sensible Money, LLC 220.16%0.17%0.18%Q4 2023Q1 20242
Horst & Graben Wealth Management LLC 220.08%0.08%0.08%Q4 2020Q1 20212
Armbruster Capital Management, Inc. 220.02%0.02%0.02%Q4 2017Q1 20182
Sabal Trust CO 220.02%0.02%0.02%Q1 2024Q2 20242
COMERICA SECURITIES INC 220.06%0.06%0.06%Q3 2018Q4 20182
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q1 20222
CUTLER INVESTMENT COUNSEL LLC 220.03%0.03%0.03%Q1 2024Q2 20242
QCM Cayman, Ltd. 110.32%0.52%0.73%Q4 2020Q3 20212
Pinion Investment Advisors, LLC 110.19%0.33%0.48%Q1 2018Q2 20222
Jackson Wealth Management, LLC 220.53%0.53%0.53%Q4 2017Q1 20182
Diversify Advisory Services, LLC 220.51%0.71%0.92%Q1 2024Q2 20242
COUNTRY TRUST BANK 220.00%0.00%0.00%Q3 2019Q4 20192
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q4 2023Q1 20242
Triad Wealth Partners, LLC 220.61%0.79%0.97%Q1 2024Q2 20242
HFG Wealth Management, LLC 110.05%0.05%0.05%Q1 2023Q4 20232
APPLETON PARTNERS INC/MA 220.02%0.02%0.02%Q3 2021Q4 20212
Howard Capital Management Group, LLC 220.04%0.04%0.04%Q1 2024Q2 20242
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
SG Americas Securities, LLC 110.00%0.02%0.04%Q1 2017Q3 20182
Bare Financial Services, Inc 220.02%0.03%0.04%Q1 2024Q2 20242
WIPFLI FINANCIAL ADVISORS LLC, 220.89%1.00%1.10%Q2 2022Q3 20222
Coppell Advisory Solutions LLC 110.08%0.12%0.17%Q4 2023Q2 20242
SYM FINANCIAL Corp 110.00%0.00%0.01%Q3 2023Q2 20242
Per Stirling Capital Management, LLC. 220.05%0.06%0.06%Q4 2022Q1 20232
Pensionmark Financial Group, LLC 110.04%0.06%0.08%Q4 2023Q2 20242
Waverly Advisors, LLC 220.26%0.29%0.31%Q1 2024Q2 20242
OLD MISSION CAPITAL, LLC 110.05%0.06%0.07%Q4 2016Q4 20202
Novak Financial Planning, LLC 220.30%0.63%0.95%Q1 2021Q2 20212
Princeton Global Asset Management LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Stokes Family Office, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
Altus Wealth Group LLC 220.31%0.31%0.31%Q1 2024Q2 20242
Wealth Advisory Solutions, LLC 110.12%0.36%0.60%Q4 2019Q2 20222
Aldebaran Financial Inc. 220.47%0.56%0.65%Q1 2020Q2 20202
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q4 2019Q1 20202
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Colony Group, LLC 220.00%0.01%0.02%Q1 2024Q2 20242
Unified Trust Company, N.A. 220.08%0.08%0.08%Q2 2021Q3 20212
Hanlon Investment Management, Inc. 110.02%0.03%0.05%Q2 2019Q4 20192
Shore Point Advisors, LLC 220.59%0.59%0.60%Q4 2021Q1 20222
RMR Wealth Builders 110.03%0.04%0.05%Q3 2020Q1 20212
WorthPointe, LLC 220.19%0.24%0.30%Q4 2021Q1 20222
USA FINANCIAL FORMULAS 220.04%0.04%0.04%Q1 2018Q2 20182
CAROLINAS WEALTH CONSULTING LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Moser Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Avantax Planning Partners, Inc. 220.01%0.01%0.01%Q1 2024Q2 20242
DRW Securities, LLC 110.03%0.12%0.21%Q3 2020Q1 20212
Parkside Financial Bank & Trust 220.01%0.01%0.01%Q3 2022Q4 20222
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2022Q2 20232
McIlrath & Eck, LLC 220.01%0.11%0.21%Q2 2023Q3 20232
Private Portfolio Partners LLC 220.96%0.98%1.00%Q3 2022Q4 20222
FORT PITT CAPITAL GROUP, LLC 110.00%0.01%0.02%Q4 2018Q4 20202
Semmax Financial Advisors Inc. 220.06%0.09%0.13%Q4 2018Q1 20192
ADVISOR PARTNERS II, LLC 110.02%0.08%0.14%Q1 2023Q3 20232
DOPKINS WEALTH MANAGEMENT, LLC 220.29%0.29%0.29%Q1 2024Q2 20242
Clear Harbor Asset Management, LLC 110.01%0.01%0.01%Q4 2019Q3 20202
NORTHWEST INVESTMENT COUNSELORS, LLC 220.00%0.02%0.04%Q2 2023Q3 20232
Coordinated Financial Services, Inc./CO 220.43%0.43%0.44%Q1 2024Q2 20242
Hobbs Group Advisors, LLC 112.96%3.47%3.97%Q4 2023Q2 20242
Breakwater Investment Management 220.98%1.02%1.05%Q1 2024Q2 20242
Moloney Securities Asset Management, LLC 220.36%0.36%0.37%Q1 2018Q2 20182
Annis Gardner Whiting Capital Advisors, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Signal Advisors Wealth, LLC 220.05%0.06%0.07%Q4 2023Q1 20242
Sterling Financial Planning, Inc. 220.02%0.02%0.03%Q2 2021Q3 20212
Econ Financial Services Corp 220.81%0.84%0.87%Q1 2023Q2 20232
Cassady Schiller Wealth Management, LLC 110.03%0.04%0.05%Q4 2021Q1 20232
SVB WEALTH LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Salient Private Client, LLC 220.11%0.12%0.13%Q2 2018Q3 20182
CYPRESS FINANCIAL PLANNING LLC 220.12%0.13%0.14%Q1 2024Q2 20242
TUDOR INVESTMENT CORP ET AL 110.00%0.00%0.00%Q1 2023Q2 20242
First Command Financial Services, Inc. 220.01%0.01%0.01%Q1 2022Q2 20222
Karp Capital Management Corp 110.04%0.05%0.06%Q2 2021Q2 20222
TECTONIC ADVISORS LLC 110.02%0.04%0.05%Q4 2020Q3 20212
COMERICA SECURITIES,INC. 110.02%0.04%0.05%Q1 2019Q3 20192
Creekmur Asset Management LLC 110.00%0.00%0.00%Q4 2023Q4 20231
American Financial Network Advisory Services LLC 111.35%1.35%1.35%Q3 2019Q3 20191
WR Wealth Planners, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
MCDONALD PARTNERS LLC 110.12%0.12%0.12%Q4 2021Q4 20211
JOHNSON INVESTMENT COUNSEL INC 110.00%0.00%0.00%Q2 2024Q2 20241
Insight Wealth Strategies, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
FOCUS FINANCIAL NETWORK INC /ADV 110.05%0.05%0.05%Q4 2023Q4 20231
TFO Wealth Partners, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Ridgewood Investments LLC 110.02%0.02%0.02%Q2 2024Q2 20241
DIVERSIFY WEALTH MANAGEMENT, LLC 111.45%1.45%1.45%Q2 2024Q2 20241
D. SCOTT NEAL, INC. 110.79%0.79%0.79%Q2 2018Q2 20181
&PARTNERS 110.03%0.03%0.03%Q2 2024Q2 20241
FWL INVESTMENT MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
First Personal Financial Services 110.01%0.01%0.01%Q1 2023Q1 20231
Holistic Financial Partners 112.24%2.24%2.24%Q1 2019Q1 20191
Empirical Asset Management, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
Petix & Botte Co 111.19%1.19%1.19%Q1 2024Q1 20241
ODonnell Financial Services, LLC 111.65%1.65%1.65%Q3 2021Q3 20211
Lakewood Asset Management LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Arbor Investment Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
TRIAD FINANCIAL ADVISORS, INC. 110.18%0.18%0.18%Q4 2021Q4 20211
Peak Financial Management, Inc. 110.12%0.12%0.12%Q2 2023Q2 20231
Masso Torrence Wealth Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Paulson Wealth Management Inc. 110.20%0.20%0.20%Q3 2019Q3 20191
Family Asset Management, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Cascadia Advisory Services, LLC 110.31%0.31%0.31%Q4 2019Q4 20191
FIRST COMMUNITY TRUST NA 110.01%0.01%0.01%Q4 2023Q4 20231
KerberRose Wealth Management, LLC 110.85%0.85%0.85%Q2 2022Q2 20221
EA Series Trust 110.16%0.16%0.16%Q2 2023Q2 20231
Keel Point, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
DESTINY CAPITAL SECURITIES CORPORATION 110.68%0.68%0.68%Q3 2023Q3 20231
Arrowroot Family Office, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Modern Wealth Management, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Black Swift Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
OKABENA INVESTMENT SERVICES INC 110.00%0.00%0.00%Q4 2022Q4 20221
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Rossmore Private Capital 110.14%0.14%0.14%Q4 2018Q4 20181
US FINANCIAL ADVISORS, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Redwood Wealth Management Group, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Badgley Phelps Wealth Managers, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Wayfinding Financial, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NAPA WEALTH MANAGEMENT 110.39%0.39%0.39%Q2 2024Q2 20241
North Star Investment Management Corp. 110.00%0.00%0.00%Q3 2022Q3 20221
Burleson & Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Cavalier Investments, LLC 111.06%1.06%1.06%Q2 2021Q2 20211
Birchcreek Wealth Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WELCH & FORBES LLC 110.01%0.01%0.01%Q2 2020Q2 20201
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
BALDWIN WEALTH PARTNERS LLC/MA 110.00%0.00%0.00%Q2 2021Q2 20211
Kure Advisory, LLC 110.27%0.27%0.27%Q4 2023Q4 20231
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Engrave Wealth Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Sovereign Financial Group, Inc. 110.11%0.11%0.11%Q4 2022Q4 20221
Strategic Equity Management 110.18%0.18%0.18%Q1 2024Q1 20241
Americana Partners, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Accent Capital Management, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Waterloo Capital, L.P. 112.04%2.04%2.04%Q1 2020Q1 20201
Stearns Financial Services Group 110.02%0.02%0.02%Q1 2020Q1 20201
CLEAR INVESTMENT RESEARCH, LLC 110.17%0.17%0.17%Q4 2023Q4 20231
Tri-Star Advisors Inc. 110.09%0.09%0.09%Q3 2021Q3 20211
TFG Advisers LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Capital Square, LLC 110.84%0.84%0.84%Q4 2019Q4 20191
Garde Capital, Inc. 110.04%0.04%0.04%Q2 2022Q2 20221
GTS SECURITIES LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
FORTEM FINANCIAL GROUP, LLC 110.17%0.17%0.17%Q2 2024Q2 20241
Operose Advisors LLC 110.00%0.00%0.00%Q2 2024Q2 20241
V Wealth Advisors LLC 110.08%0.08%0.08%Q2 2022Q2 20221
HNP Capital LLC 110.07%0.07%0.07%Q1 2020Q1 20201
Weatherstone Capital Management 110.40%0.40%0.40%Q4 2018Q4 20181
Hershey Financial Advisers, LLC 110.13%0.13%0.13%Q2 2024Q2 20241
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Permit Capital Advisors, LLC 110.66%0.66%0.66%Q1 2022Q1 20221
PACIFIC FINANCIAL GROUP INC 110.14%0.14%0.14%Q3 2021Q3 20211
Municipal Employees' Retirement System of Michigan 110.13%0.13%0.13%Q2 2024Q2 20241
Joseph Group Capital Management 110.00%0.00%0.00%Q1 2022Q1 20221
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Alaska Wealth Advisors 110.01%0.01%0.01%Q2 2024Q2 20241
FRONTIER INVESTMENT MGMT CO 110.03%0.03%0.03%Q1 2015Q1 20151
RETIREMENT CAPITAL STRATEGIES 110.17%0.17%0.17%Q3 2018Q3 20181
Bangor Savings Bank 110.00%0.00%0.00%Q3 2023Q3 20231
Summit X, LLC 110.26%0.26%0.26%Q3 2022Q3 20221
Cordant, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
Curi Wealth Management, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Eaton Financial Holdings Company, LLC 110.23%0.23%0.23%Q4 2022Q4 20221
Johnson Midwest Financial, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Corbenic Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cable Hill Partners, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Codex Capital Asset Management L.L.C. 110.34%0.34%0.34%Q2 2024Q2 20241
Colonial Trust Advisors 110.01%0.01%0.01%Q1 2024Q1 20241
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
WFG Advisors, LP 110.00%0.00%0.00%Q4 2014Q4 20141
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
AQR Capital Management 110.00%0.00%0.00%Q2 2024Q2 20241
Verus Financial Partners, Inc. 110.10%0.10%0.10%Q2 2013Q2 20131
Safeguard Financial, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
JUNCTURE WEALTH STRATEGIES, LLC 110.19%0.19%0.19%Q2 2018Q2 20181
Insight Folios Inc 110.24%0.24%0.24%Q2 2021Q2 20211
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q2 2024Q2 20241
Wealth Advisors of Tampa Bay, LLC 110.14%0.14%0.14%Q4 2023Q4 20231
Davidson Capital Management Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Executive Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
IFG Advisory, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
L.M. KOHN & COMPANY 110.21%0.21%0.21%Q1 2022Q1 20221
FLPUTNAM INVESTMENT MANAGEMENT CO 110.06%0.06%0.06%Q2 2024Q2 20241
SouthState Corp 110.00%0.00%0.00%Q2 2024Q2 20241
Quantitative Investment Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
CSat Investment Advisory, L.P. 112.63%2.63%2.63%Q1 2020Q1 20201
Symphony Financial, Ltd. Co. 110.66%0.66%0.66%Q2 2024Q2 20241
Paloma Partners Management Co 110.01%0.01%0.01%Q1 2020Q1 20201
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Tidal Investments LLC 113.67%3.67%3.67%Q1 2020Q1 20201
First Pacific Financial 110.00%0.00%0.00%Q4 2023Q4 20231
Stratford Consulting, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 110.25%0.25%0.25%Q4 2021Q4 20211
SIENA CAPITAL LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Smith Thornton Advisors LLC 112.31%2.31%2.31%Q2 2024Q2 20241
SUMMIT SECURITIES GROUP LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Valley Brook Capital Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Asset Dedication, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Able Wealth Management LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Accurate Wealth Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Advisors Preferred, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
WEALTHCARE CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Mason & Associates, LLC 113.78%3.78%3.78%Q2 2024Q2 20241
TRADITION CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q4 2018Q4 20181
SII INVESTMENTS INC/WI 110.02%0.02%0.02%Q1 2015Q1 20151
RGT Wealth Advisors, LLC 110.28%0.28%0.28%Q3 2022Q3 20221
JOURNEY STRATEGIC WEALTH LLC 110.03%0.03%0.03%Q2 2022Q2 20221
J Arnold Wealth Management Co 110.23%0.23%0.23%Q4 2019Q4 20191
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Savvy Advisors, Inc. 110.15%0.15%0.15%Q2 2024Q2 20241
DRW SECURITIES, L.L.C. 110.06%0.06%0.06%Q3 2022Q3 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
Caitlin John, LLC 110.13%0.13%0.13%Q4 2023Q4 20231
IMA Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.40%0.40%0.40%Q1 2022Q1 20221
Vise Technologies, Inc. 110.09%0.09%0.09%Q3 2022Q3 20221
PERSONAL FINANCIAL CONSULTANTS INC /ADV 111.57%1.57%1.57%Q4 2018Q4 20181
TrueWealth Advisors, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
Single Point Partners, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Verition Fund Management LLC 110.03%0.03%0.03%Q3 2016Q3 20161
Farmer Steven Patrick 110.42%0.42%0.42%Q2 2022Q2 20221
Chris Bulman Inc 110.19%0.19%0.19%Q2 2024Q2 20241
Evercore Wealth Management, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2019Q1 20191
Brand Asset Management Group, Inc. 110.06%0.06%0.06%Q2 2019Q2 20191
FINANCIAL COUNSELORS INC 110.02%0.02%0.02%Q2 2014Q2 20141
Guardian Wealth Advisors, LLC 110.57%0.57%0.57%Q1 2021Q1 20211
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q2 2018Q2 20181
KNIGHT CAPITAL GROUP LLC 110.14%0.14%0.14%Q2 2013Q2 20131
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
High Falls Advisors, Inc 110.05%0.05%0.05%Q4 2021Q4 20211
Spectrum Wealth Counsel, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
RETIREMENT INCOME SOLUTIONS, INC 110.06%0.06%0.06%Q1 2022Q1 20221
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Summit Investment Advisory Services, LLC 110.12%0.12%0.12%Q1 2024Q1 20241
TD Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Paragon Advisors, LLC 110.40%0.40%0.40%Q4 2019Q4 20191
First Allied Asset Management, Inc. 110.04%0.04%0.04%Q1 2015Q1 20151
Leslie Global Wealth, LLC 114.94%4.94%4.94%Q2 2024Q2 20241
Ground Swell Capital, LLC 110.09%0.09%0.09%Q3 2014Q3 20141
Angeles Investment Advisors, LLC 112.64%2.64%2.64%Q2 2020Q2 20201
GENWORTH FINANCIAL INC 111.46%1.46%1.46%Q2 2013Q2 20131
Lloyd Advisory Services, LLC. 110.41%0.41%0.41%Q3 2023Q3 20231
Financial Consulate Inc. 110.96%0.96%0.96%Q2 2021Q2 20211
Morton Brown Family Wealth, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Strategic Wealth Investment Group, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
ISLAY CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q1 2024Q1 20241
CBIZ Investment Advisory Services, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q2 2022Q2 20221
Y-Intercept (Hong Kong) Ltd 110.08%0.08%0.08%Q3 2022Q3 20221
Coppell Advisory Solutions Corp. 110.12%0.12%0.12%Q1 2024Q1 20241
Grant Street Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
LANDMARK WEALTH MANAGEMENT, INC. 116.34%6.34%6.34%Q2 2024Q2 20241
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.