SPDR INDEX SHS FDS shareholder history

Current and past SPDR INDEX SHS FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
TRUIST FINANCIAL CORP 42420.02%0.15%0.35%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
STATE STREET CORP 42420.01%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.02%0.05%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.11%0.49%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42420.08%0.19%0.39%Q2 2013Q3 202342
ASSETMARK, INC 41410.32%1.15%2.16%Q3 2013Q3 202341
US BANCORP \DE\ 41410.00%0.01%0.04%Q3 2013Q3 202341
Janney Montgomery Scott LLC 29110.00%0.00%0.01%Q3 2013Q3 202340
Baystate Wealth Management LLC 39392.32%14.67%23.14%Q1 2014Q3 202339
Cambridge Investment Research Advisors, Inc. 38380.01%0.08%0.28%Q2 2014Q3 202338
Creative Planning 3340.00%0.96%2.73%Q2 2014Q3 202337
ENVESTNET ASSET MANAGEMENT INC 2110.00%0.06%0.16%Q2 2013Q3 202336
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 36360.06%1.38%2.96%Q4 2014Q3 202336
UBS Group AG 36360.00%0.02%0.04%Q4 2014Q3 202336
AMERIPRISE FINANCIAL INC 2770.00%0.01%0.04%Q2 2013Q3 202334
IFP Advisors, Inc 17140.00%0.32%0.87%Q4 2015Q3 202331
BlackRock Inc. 3010.00%0.00%0.00%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.20%0.78%Q1 2016Q3 202331
JPMORGAN CHASE & CO 2120.00%0.00%0.01%Q2 2013Q3 202331
JANE STREET GROUP, LLC 810.00%0.02%0.08%Q1 2014Q3 202330
Raymond James Financial Services Advisors, Inc. 2550.00%0.03%0.11%Q4 2015Q3 202330
PNC FINANCIAL SERVICES GROUP, INC. 2360.00%0.00%0.00%Q1 2015Q3 202329
HighTower Advisors, LLC 29290.01%0.03%0.04%Q3 2016Q3 202329
Bank of New York Mellon Corp 2450.00%0.00%0.03%Q4 2014Q3 202329
Cornerstone Wealth Management, LLC 2530.07%0.42%0.95%Q3 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.05%0.16%Q2 2013Q4 201927
RWA WEALTH PARTNERS, LLC 27270.01%0.08%0.20%Q1 2017Q3 202327
Patriot Financial Group Insurance Agency, LLC 2160.01%0.21%0.41%Q4 2016Q3 202327
Sargent Bickham Lagudis LLC 14130.00%0.04%0.05%Q1 2016Q4 202227
MML INVESTORS SERVICES, LLC 26260.08%0.27%2.07%Q2 2017Q3 202326
RAYMOND JAMES & ASSOCIATES 2410.00%0.00%0.01%Q4 2013Q3 202326
SHEETS SMITH WEALTH MANAGEMENT 26260.06%0.24%0.62%Q2 2017Q3 202326
Aveo Capital Partners, LLC 1410.06%0.49%1.87%Q4 2016Q3 202326
AE Wealth Management LLC 26260.04%0.11%0.28%Q2 2017Q3 202326
Stadion Money Management, LLC 2420.56%12.71%21.49%Q1 2017Q3 202326
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.02%Q2 2013Q4 202126
Ausdal Financial Partners, Inc. 2410.00%0.96%1.76%Q4 2015Q3 202325
CAPTRUST FINANCIAL ADVISORS 25250.00%0.05%0.26%Q3 2017Q3 202325
Steward Partners Investment Advisory, LLC 25250.00%0.01%0.06%Q3 2017Q3 202325
KEYBANK NATIONAL ASSOCIATION/OH 2410.00%0.00%0.01%Q2 2016Q3 202325
Wealthcare Advisory Partners LLC 25250.23%0.59%0.96%Q3 2017Q3 202325
Private Advisor Group, LLC 2130.00%0.28%0.68%Q2 2016Q3 202325
Goodman Financial Corp 24240.03%5.53%6.40%Q4 2017Q3 202324
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2310.00%0.00%0.01%Q2 2016Q3 202324
Savant Capital, LLC 24240.47%0.95%1.44%Q4 2017Q3 202324
McNamara Financial Services, Inc. 242411.36%12.78%15.34%Q4 2017Q3 202324
AlphaStar Capital Management, LLC 24241.10%6.37%11.60%Q4 2017Q3 202324
Rehmann Capital Advisory Group 1530.00%0.10%0.37%Q1 2015Q3 202324
NAPLES GLOBAL ADVISORS, LLC 24240.04%0.07%0.12%Q4 2017Q3 202324
JRM Investment Counsel, LLC 24240.69%2.18%6.36%Q4 2017Q3 202324
Vivaldi Capital Management LP 24240.52%2.87%5.23%Q4 2017Q3 202324
Mariner, LLC 2310.00%0.10%0.18%Q3 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.04%0.08%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.38%0.77%Q4 2017Q3 202324
Boston Standard Wealth Management, LLC 2227.49%8.80%10.09%Q4 2017Q4 202324
SIGNET FINANCIAL MANAGEMENT, LLC 24240.10%0.86%2.25%Q4 2017Q3 202324
JFS WEALTH ADVISORS, LLC 24240.04%0.28%0.60%Q4 2017Q3 202324
Front Row Advisors LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
VISTA INVESTMENT MANAGEMENT 24240.88%1.17%1.52%Q4 2017Q3 202324
RFG Advisory, LLC 24240.32%2.25%3.82%Q4 2017Q3 202324
OLD SECOND NATIONAL BANK OF AURORA 24240.00%0.11%0.28%Q4 2017Q3 202324
NORTHERN TRUST CORP 2310.00%0.00%0.00%Q4 2014Q3 202324
Advisory Alpha, LLC 24242.35%6.13%10.50%Q4 2017Q3 202324
Cetera Advisors LLC 2310.03%0.06%0.11%Q4 2013Q3 202324
StrategIQ Financial Group, LLC 24241.14%2.26%3.17%Q4 2017Q3 202324
United Asset Strategies, Inc. 24240.04%0.13%0.30%Q4 2017Q3 202324
BLAIR WILLIAM & CO/IL 24240.00%0.01%0.02%Q4 2017Q3 202324
Spectrum Asset Management, Inc. (NB/CA) 24240.10%0.76%1.63%Q4 2017Q3 202324
Gradient Investments LLC 24240.00%1.38%3.72%Q4 2017Q3 202324
WASHINGTON TRUST BANK 2130.00%0.01%0.05%Q1 2014Q3 202224
Capital Investment Advisory Services, LLC 24240.00%0.30%1.02%Q4 2017Q3 202324
Citadel Advisors 610.00%0.00%0.02%Q3 2014Q3 202323
SigFig Wealth Management, LLC 23230.70%1.42%4.23%Q1 2018Q3 202323
Stratos Wealth Partners, LTD. 23230.00%0.25%0.70%Q1 2018Q3 202323
Parallel Advisors, LLC 23230.00%0.07%0.14%Q1 2018Q3 202323
Vantage Investment Partners, LLC 23230.02%0.09%0.25%Q1 2018Q3 202323
Koshinski Asset Management, Inc. 1630.06%0.37%0.70%Q1 2015Q3 202323
Avior Wealth Management, LLC 23230.02%0.07%0.12%Q1 2018Q3 202323
Evensky & Katz LLC 23230.00%0.06%0.20%Q1 2018Q3 202323
NewEdge Advisors, LLC 23230.02%0.12%0.33%Q1 2018Q3 202323
JNBA Financial Advisors 2030.05%2.19%3.36%Q4 2017Q3 202323
IRON Financial LLC 23230.74%2.21%6.08%Q1 2018Q3 202323
Trilogy Capital Inc. 23230.22%3.34%4.78%Q1 2018Q3 202323
SNS Financial Group, LLC 23230.08%0.27%0.42%Q1 2018Q3 202323
WealthPLAN Partners, LLC 1850.02%0.41%1.13%Q4 2017Q4 202323
Continuum Advisory, LLC 23230.86%1.89%3.45%Q1 2018Q3 202323
Baltimore-Washington Financial Advisors, Inc. 23230.05%0.37%0.72%Q1 2018Q3 202323
G&S Capital LLC 13100.00%0.57%1.35%Q4 2017Q3 202323
Annex Advisory Services, LLC 23230.02%0.35%1.44%Q1 2018Q3 202323
Peterson Wealth Advisors, LLC 23230.66%5.16%12.27%Q1 2018Q3 202323
WRAPMANAGER INC 23230.96%2.16%3.67%Q1 2018Q3 202323
Allworth Financial LP 23233.57%5.26%7.19%Q1 2018Q3 202323
Simplicity Solutions, LLC 1670.01%0.29%1.34%Q4 2017Q3 202323
STIFEL FINANCIAL CORP 1850.00%0.09%0.20%Q4 2017Q3 202323
Allen Capital Group, LLC 2030.14%0.82%2.46%Q4 2017Q3 202323
Mutual Advisors, LLC 23230.06%0.22%0.46%Q1 2018Q3 202323
VICUS CAPITAL 23230.04%0.22%1.16%Q1 2018Q3 202323
Alliance Wealth Management Group 23231.18%1.52%1.94%Q4 2017Q2 202323
Moisand Fitzgerald Tamayo, LLC 23230.08%1.05%1.78%Q1 2018Q3 202323
Pure Financial Advisors, LLC 22220.57%1.62%3.46%Q3 2018Q4 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.00%0.28%0.90%Q2 2018Q3 202322
FMR LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
NORTHWEST WEALTH MANAGEMENT, LLC 1750.04%0.67%1.48%Q1 2018Q3 202322
Towercrest Capital Management 22220.95%1.38%2.08%Q2 2018Q3 202322
SIGNATUREFD, LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
J.P. Morgan Private Wealth Advisors LLC 22220.01%0.01%0.02%Q2 2018Q3 202322
Strategic Wealth Partners, Ltd. 22220.00%0.52%1.21%Q4 2017Q1 202322
FIFTH THIRD BANCORP 1750.00%0.00%0.00%Q1 2018Q3 202322
FINANCIAL CONSULATE, INC 22220.48%0.96%1.31%Q1 2018Q2 202322
Probity Advisors, Inc. 1220.33%1.34%1.55%Q4 2017Q3 202322
CWM, LLC 1310.01%0.27%1.35%Q1 2017Q3 202322
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2020.00%0.06%0.11%Q4 2014Q3 202322
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22220.03%0.47%0.75%Q2 2018Q3 202322
Snowden Capital Advisors LLC 1480.07%0.35%0.63%Q1 2018Q3 202322
Arete Wealth Advisors, LLC 1030.21%0.51%0.80%Q1 2018Q3 202321
Occidental Asset Management, LLC 21210.46%0.79%1.61%Q3 2018Q3 202321
Financial Planning & Information Services, Inc. 21210.08%0.71%1.24%Q3 2018Q3 202321
First Allied Advisory Services, Inc. 1110.01%0.08%0.42%Q2 2013Q3 202021
Winch Advisory Services, LLC 1920.00%0.00%0.00%Q1 2018Q3 202321
Ironwood Wealth Management, LLC. 21210.00%1.99%4.30%Q3 2018Q3 202321
OneDigital Investment Advisors LLC 1420.00%0.09%0.47%Q1 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.01%Q3 2018Q3 202321
JT Stratford LLC 1470.15%0.84%4.49%Q2 2018Q3 202321
LEVEL FOUR ADVISORY SERVICES, LLC 21210.03%0.26%0.82%Q1 2018Q1 202321
GOLDMAN SACHS GROUP INC 820.00%0.00%0.00%Q3 2012Q3 202321
Brinker Capital Investments, LLC 21210.03%0.93%1.74%Q4 2017Q4 202221
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 21210.64%5.03%7.41%Q3 2018Q3 202321
OARSMAN CAPITAL, INC. 21210.12%0.86%2.11%Q3 2018Q3 202321
WALLER FINANCIAL PLANNING GROUP, INC 21219.84%11.50%13.64%Q4 2018Q4 202321
GREAT LAKES ADVISORS, LLC 21210.02%0.18%0.59%Q3 2018Q3 202321
Advisory Services Network, LLC 1920.00%0.05%0.13%Q1 2015Q3 202321
Tortoise Investment Management, LLC 2010.01%0.24%0.43%Q4 2016Q3 202321
Prestige Wealth Management Group LLC 20200.00%0.09%0.40%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20202.41%3.27%4.60%Q4 2018Q3 202320
DFPG INVESTMENTS, LLC 20200.13%0.39%1.06%Q4 2018Q3 202320
First Horizon Advisors, Inc. 20200.00%1.21%2.02%Q4 2018Q3 202320
Capital Analysts, LLC 20200.05%0.23%0.37%Q4 2018Q3 202320
Fort Point Capital Partners LLC 20200.19%0.30%0.45%Q4 2018Q3 202320
FIRST MANHATTAN CO. LLC. 20200.00%0.01%0.01%Q4 2018Q3 202320
Strategic Investment Advisors / MI 20200.12%0.43%0.88%Q4 2018Q3 202320
Horizon Investments, LLC 1190.16%4.93%9.06%Q3 2018Q3 202320
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 20200.00%0.55%0.89%Q4 2018Q3 202320
Ballentine Partners, LLC 20200.51%0.64%0.92%Q4 2018Q3 202320
ERn Financial, LLC 20202.19%5.91%12.94%Q4 2018Q3 202320
PROFFITT & GOODSON INC 20200.06%2.37%3.78%Q4 2018Q3 202320
Aptus Capital Advisors, LLC 20200.04%1.35%3.41%Q4 2018Q3 202320
ARGI Investment Services, LLC 20200.03%0.35%0.57%Q1 2018Q4 202220
GRIMES & COMPANY, INC. 20200.21%1.83%3.77%Q4 2018Q3 202320
Fernwood Investment Management, LLC 20200.13%0.23%0.36%Q4 2018Q3 202320
Tower Research Capital LLC (TRC) 710.00%0.00%0.02%Q4 2013Q3 202320
American Investment Services, Inc. 20200.26%0.72%1.16%Q4 2018Q3 202320
Larson Financial Group LLC 20200.01%1.08%2.36%Q4 2018Q3 202320
Balentine LLC 20200.21%1.25%4.41%Q4 2018Q3 202320
MBM Wealth Consultants, LLC 20200.10%0.18%0.22%Q4 2018Q3 202320
Canal Capital Management, LLC 1910.21%0.59%1.35%Q1 2018Q3 202320
Aspire Private Capital, LLC 20202.56%3.81%5.65%Q4 2018Q3 202320
Sound Income Strategies, LLC 1640.00%0.01%0.09%Q2 2018Q3 202320
Legacy Private Trust Co. 20200.05%0.67%1.44%Q4 2018Q3 202320
TPG Financial Advisors, LLC 20202.09%2.98%3.79%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.02%0.03%Q4 2017Q3 202220
Integrated Wealth Concepts LLC 20200.02%0.19%0.40%Q4 2018Q3 202320
SlateStone Wealth, LLC 20200.05%0.29%0.62%Q4 2018Q3 202320
HOWARD FINANCIAL SERVICES, LTD. 20200.23%0.65%1.70%Q4 2018Q3 202320
PFS INVESTMENTS INC. 1090.73%2.46%5.01%Q3 2018Q2 202319
Financial Engines Advisors L.L.C. 19190.01%2.09%4.60%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.01%0.04%Q1 2019Q3 202319
Cresset Asset Management, LLC 19190.01%0.08%0.22%Q1 2019Q3 202319
OLD MISSION CAPITAL LLC 410.01%0.15%0.92%Q2 2015Q3 202319
Opes Wealth Management LLC 19191.17%1.90%2.83%Q1 2019Q3 202319
Certified Advisory Corp 1090.00%0.44%0.85%Q1 2018Q1 202319
NICOLET ADVISORY SERVICES, LLC 19190.38%2.17%6.44%Q1 2019Q3 202319
Brio Consultants, LLC 1360.05%3.52%9.95%Q4 2018Q3 202319
Csenge Advisory Group 1720.12%0.20%0.33%Q3 2017Q3 202319
Belpointe Asset Management LLC 1710.03%0.13%0.24%Q3 2018Q3 202319
Formidable Asset Management, LLC 1450.28%0.92%3.43%Q2 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
SCOTIA CAPITAL INC. 19190.04%0.06%0.09%Q1 2019Q3 202319
NBT BANK N A /NY 18180.23%0.76%1.35%Q2 2019Q3 202318
CABOT WEALTH MANAGEMENT INC 18180.09%0.27%0.32%Q2 2019Q3 202318
Boltwood Capital Management 18180.20%3.08%3.86%Q3 2019Q4 202318
FLOW TRADERS U.S. LLC 710.00%0.44%1.81%Q2 2013Q2 202118
Lantz Financial LLC 18180.18%0.55%1.04%Q2 2019Q3 202318
Gryphon Financial Partners LLC 1620.08%0.59%1.57%Q1 2019Q3 202318
Beacon Pointe Advisors, LLC 1610.06%0.14%0.39%Q4 2018Q3 202318
COMERICA BANK 1710.01%0.02%0.03%Q4 2018Q3 202318
TCI Wealth Advisors, Inc. 1510.00%0.00%0.02%Q2 2015Q4 202218
CreativeOne Wealth, LLC 18180.11%0.18%0.33%Q2 2019Q3 202318
Norway Savings Bank 18180.15%0.96%1.34%Q2 2019Q3 202318
Perigon Wealth Management, LLC 1710.02%0.05%0.12%Q3 2011Q3 202318
Paradigm Financial Partners, LLC 18180.11%0.18%0.30%Q4 2018Q1 202318
ATLAS CAPITAL ADVISORS LLC 1260.01%0.29%1.02%Q1 2019Q3 202318
TLWM 18180.13%0.15%0.29%Q2 2019Q3 202318
Cordasco Financial Network 1530.02%0.03%0.06%Q4 2013Q2 202218
Commonwealth Equity Services, Inc 18180.01%0.02%0.03%Q2 2013Q3 201718
PARK AVENUE SECURITIES LLC 18180.06%0.59%1.02%Q2 2019Q3 202318
Diligent Investors, LLC 18181.23%2.07%2.47%Q2 2019Q3 202318
Gradient Capital Advisors, LLC 18180.24%2.50%3.69%Q2 2019Q3 202318
Bristlecone Advisors, LLC 18180.07%2.91%4.08%Q2 2019Q3 202318
COURIER CAPITAL LLC 18180.06%0.16%0.28%Q2 2019Q3 202318
Pinnacle Bancorp, Inc. 1710.01%0.02%0.03%Q1 2017Q4 202218
Valtinson Bruner Financial Planning LLC 1430.28%2.98%4.86%Q2 2019Q3 202317
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17170.03%0.06%0.12%Q3 2019Q3 202317
Atria Investments, Inc 1030.06%0.16%0.43%Q1 2018Q3 202317
BENJAMIN F. EDWARDS & COMPANY, INC. 1250.01%1.87%3.44%Q4 2017Q3 202317
Independence Bank of Kentucky 1070.00%0.05%0.16%Q4 2017Q3 202317
Telos Capital Management, Inc. 940.03%0.05%0.06%Q1 2019Q3 202317
COLTON GROOME FINANCIAL ADVISORS, LLC 17170.75%4.29%10.26%Q3 2019Q3 202317
GIRARD PARTNERS LTD. 17170.05%0.13%0.18%Q3 2019Q3 202317
HBW ADVISORY SERVICES LLC 17170.54%0.74%1.45%Q3 2019Q3 202317
Richard P Slaughter Associates Inc 17170.20%0.50%0.59%Q4 2019Q4 202317
Strategic Blueprint, LLC 17170.07%0.34%0.64%Q3 2019Q3 202317
REILLY FINANCIAL ADVISORS, LLC 17170.02%0.05%0.08%Q4 2017Q4 202117
PrairieView Partners, LLC 17170.01%0.03%0.06%Q3 2019Q3 202317
NICOLET BANKSHARES INC 1610.10%0.41%1.25%Q1 2018Q3 202217
Systelligence, LLC 17170.58%2.14%4.05%Q4 2019Q4 202317
E&G Advisors, LP 17170.23%0.33%0.46%Q1 2018Q1 202217
Van Hulzen Asset Management, LLC 1430.02%0.08%0.16%Q4 2018Q3 202317
LexAurum Advisors, LLC 1520.16%0.38%0.55%Q1 2018Q3 202317
Sensible Financial Planning & Management, LLC. 17170.12%1.01%1.51%Q3 2019Q3 202317
Ancora Advisors LLC 1610.00%0.00%0.00%Q3 2018Q3 202317
FORVIS Wealth Advisors, LLC 17170.02%0.03%0.04%Q3 2019Q3 202317
Global Retirement Partners, LLC 910.19%0.66%1.06%Q4 2018Q3 202317
Sutton Wealth Advisors Inc. 17170.00%0.00%0.00%Q3 2019Q3 202317
Pacifica Partners Inc. 17170.14%0.33%0.50%Q4 2019Q4 202317
Foresight Wealth Management, LLC 17170.08%2.44%10.88%Q4 2018Q4 202217
Bay Harbor Wealth Management, LLC 17170.04%0.72%2.51%Q4 2018Q4 202217
NovaPoint Capital, LLC 16161.10%2.37%3.49%Q4 2019Q3 202316
Halpern Financial, Inc. 16160.32%1.36%4.21%Q4 2019Q3 202316
Heartwood Wealth Advisors LLC 16160.13%0.83%1.15%Q4 2019Q3 202316
People's United Financial, Inc. 16160.01%0.13%0.34%Q2 2018Q1 202216
BALLAST ADVISORS LLC 16160.34%0.52%0.63%Q4 2019Q3 202316
TRUEFG, LLC 161615.42%15.91%16.72%Q4 2019Q3 202316
Towerpoint Wealth, LLC 1510.00%1.84%2.44%Q3 2019Q3 202316
Blueprint Investment Partners LLC 16160.52%5.40%11.76%Q4 2019Q3 202316
True North Advisors, LLC 16160.70%1.59%2.44%Q4 2019Q3 202316
Alexandria Capital, LLC 16160.08%0.48%0.68%Q4 2017Q3 202116
Equitable Holdings, Inc. 16160.24%0.44%1.24%Q4 2019Q3 202316
NOTTINGHAM ADVISORS, INC. 1420.01%0.05%0.10%Q3 2019Q3 202316
Surevest, LLC 16160.19%1.07%2.97%Q4 2018Q3 202216
SkyOak Wealth, LLC 16160.51%0.85%1.34%Q4 2019Q3 202316
RESTON WEALTH MANAGEMENT LLC 16160.35%13.29%17.37%Q4 2019Q3 202316
Gainplan LLC 16160.76%2.60%7.95%Q4 2019Q3 202316
First Ascent Asset Management, LLC 16165.38%6.83%8.05%Q4 2019Q3 202316
Anchor Investment Management, LLC 16160.05%0.06%0.08%Q1 2020Q4 202316
BOKF, NA 920.01%0.02%0.03%Q1 2019Q3 202316
GeoWealth Management, LLC 1510.13%0.67%0.98%Q3 2019Q3 202316
PAX Financial Group, LLC 16161.16%1.45%1.98%Q4 2019Q3 202316
Westside Investment Management, Inc. 1510.00%0.00%0.03%Q2 2019Q3 202316
IHT Wealth Management, LLC 16160.15%1.30%1.85%Q4 2019Q3 202316
55I, LLC 16160.17%0.61%1.63%Q4 2018Q3 202216
Capital Asset Advisory Services LLC 16160.08%0.85%2.65%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.01%0.16%0.28%Q4 2019Q3 202316
Capital Advisory Group Advisory Services, LLC 1510.02%0.07%0.15%Q1 2018Q1 202216
Ballast, Inc. 1420.08%0.81%1.86%Q4 2018Q2 202316
Cribstone Capital Management, LLC 1410.00%0.01%0.02%Q2 2016Q2 202216
PFG Private Wealth Management, LLC 16160.02%1.65%3.48%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.15%0.39%1.16%Q4 2019Q3 202316
NATIONAL PLANNING CORP 16160.02%0.05%0.10%Q4 2013Q3 201716
INTEGRATED CAPITAL MANAGEMENT, INC. 1150.32%5.45%8.82%Q4 2018Q3 202316
IFC Holdings Incorporated/FL 16160.04%0.05%0.08%Q1 2014Q4 201716
MANAGED ACCOUNT SERVICES INC 16160.42%2.72%3.94%Q4 2017Q3 202116
IAG Wealth Partners, LLC 16167.96%10.22%12.21%Q4 2019Q3 202316
Strategic Financial Planning, Inc. 16164.22%9.23%10.79%Q4 2019Q3 202316
SENTINEL PENSION ADVISORS INC 16161.32%5.40%12.71%Q4 2019Q3 202316
Professional Financial Advisors, LLC 16160.40%0.84%2.72%Q4 2019Q3 202316
HIGHLAND CAPITAL MANAGEMENT, LLC 16160.02%0.03%0.03%Q4 2019Q3 202316
Financial Strategies Group, Inc. 16160.09%8.67%11.09%Q4 2019Q3 202316
McNaughton Wealth Management, LLC 16160.96%3.75%4.96%Q4 2019Q3 202316
FAS Wealth Partners, Inc. 16160.00%0.01%0.02%Q4 2019Q3 202316
Wade Financial Advisory, Inc 16160.62%0.97%1.45%Q4 2019Q3 202316
CALTON & ASSOCIATES, INC. 15150.04%0.12%0.23%Q4 2019Q2 202315
ARQ WEALTH ADVISORS, LLC 15158.35%10.16%12.43%Q1 2020Q3 202315
IFG Advisors, LLC 15150.25%0.37%0.48%Q1 2020Q3 202315
Edmonds Duncan Registered Investment Advisors, LLC 15156.58%7.30%7.76%Q1 2020Q3 202315
Global Strategic Investment Solutions, LLC 15152.07%5.59%8.41%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.09%0.32%Q2 2016Q4 201915
Fairfield University 8714.42%20.49%39.49%Q2 2018Q3 202315
Bogart Wealth, LLC 15150.00%0.00%0.02%Q1 2020Q3 202315
CONFLUENCE INVESTMENT MANAGEMENT LLC 730.06%0.37%0.70%Q4 2017Q3 202315
Your Advocates Ltd., LLP 15150.00%0.14%0.28%Q1 2020Q3 202315
Valmark Advisers, Inc. 15150.11%0.20%0.29%Q1 2020Q3 202315
Barnett & Company, Inc. 15150.00%0.01%0.05%Q2 2018Q4 202115
Seven Springs Wealth Group, LLC 15153.53%4.25%4.97%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.13%0.20%0.27%Q1 2020Q3 202315
Detalus Advisors, LLC 1410.16%0.26%0.46%Q4 2019Q3 202315
Bridgeworth, LLC 15150.23%0.77%2.24%Q1 2020Q3 202315
LAKE STREET ADVISORS GROUP, LLC 15150.97%1.41%2.16%Q1 2020Q3 202315
Kingsview Wealth Management, LLC 960.21%0.30%0.49%Q4 2019Q3 202315
AMERICAN INTERNATIONAL GROUP, INC. 1230.00%0.12%0.58%Q2 2013Q2 202115
Stratos Wealth Advisors, LLC 15150.01%0.25%0.45%Q1 2020Q3 202315
SUNTRUST BANKS INC 710.00%0.00%0.01%Q2 2013Q3 201915
Great Diamond Partners, LLC 1410.06%0.13%0.18%Q4 2019Q3 202315
MSI Financial Services Inc 15150.02%0.28%0.48%Q2 2013Q4 201615
MEEDER ASSET MANAGEMENT INC 15150.00%0.50%1.26%Q1 2020Q3 202315
Kohmann Bosshard Financial Services, LLC 15150.34%0.57%0.89%Q1 2020Q3 202315
Good Life Advisors, LLC 15150.11%1.33%1.74%Q1 2020Q3 202315
Schneider Downs Wealth Management Advisors, LP 15151.22%2.99%7.33%Q1 2020Q3 202315
Dynamic Advisor Solutions LLC 830.03%0.07%0.13%Q4 2018Q3 202315
Merriman Wealth Management, LLC 15150.25%0.94%2.04%Q1 2020Q3 202315
Virtue Capital Management, LLC 1410.07%0.33%1.67%Q4 2019Q3 202315
Rosenberg Matthew Hamilton 15151.59%2.45%4.11%Q1 2020Q3 202315
N.E.W. Advisory Services LLC 1413.03%3.56%4.21%Q4 2019Q3 202315
HOWARD WEALTH MANAGEMENT, LLC 1410.13%0.59%0.80%Q4 2019Q3 202315
Braver Wealth Management, LLC 15150.18%0.40%0.63%Q2 2013Q4 201615
MACROVIEW INVESTMENT MANAGEMENT LLC 15150.04%0.05%0.06%Q4 2019Q2 202315
Trinity Wealth Management, LLC 1230.58%1.01%1.28%Q4 2019Q3 202315
Global Financial Private Capital, Inc 14141.19%1.98%2.51%Q1 2017Q2 202014
SMITH, MOORE & CO. 1130.04%0.05%0.07%Q1 2020Q3 202314
Clear Perspective Advisors, LLC 1310.01%0.31%0.49%Q2 2018Q4 202114
VisionPoint Advisory Group, LLC 14140.04%0.52%2.17%Q2 2020Q3 202314
Graypoint LLC 14140.18%0.99%1.64%Q2 2020Q3 202314
TimeScale Financial, Inc. 1310.02%0.42%2.61%Q4 2019Q2 202314
Livingston Group Asset Management CO (operating as Southport Capital Management) 1310.07%0.45%0.80%Q3 2018Q1 202214
Cetera Investment Advisers 14140.01%0.05%0.17%Q2 2020Q3 202314
Walkner Condon Financial Advisors LLC 772.94%5.01%9.75%Q4 2019Q3 202314
FSA Wealth Management LLC 1040.12%0.17%0.24%Q4 2019Q2 202314
Sigma Planning Corp 1310.01%0.01%0.03%Q4 2019Q3 202314
GREAT VALLEY ADVISOR GROUP, INC. 14140.05%0.26%0.72%Q2 2020Q3 202314
Tennessee Valley Asset Management Partners 14140.97%7.89%15.64%Q2 2020Q3 202314
Lowe Wealth Advisors, LLC 14140.00%0.00%0.00%Q1 2020Q2 202314
DEUTSCHE BANK AG\ 1110.00%0.00%0.00%Q4 2018Q3 202314
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 14141.92%3.89%6.00%Q2 2020Q3 202314
Port Capital LLC 14140.03%0.04%0.05%Q2 2020Q3 202314
Sowell Financial Services LLC 1010.04%0.10%0.61%Q4 2018Q1 202314
Resource Planning Group 14140.16%0.25%0.28%Q2 2020Q3 202314
MONETA GROUP INVESTMENT ADVISORS LLC 730.01%0.15%0.55%Q2 2018Q3 202314
Apollon Wealth Management, LLC 860.01%0.73%2.88%Q1 2019Q3 202314
Veritable, L.P. 14140.01%0.01%0.02%Q1 2020Q2 202314
ORLEANS CAPITAL MANAGEMENT CORP/LA 14140.19%0.22%0.23%Q2 2020Q3 202314
Cetera Advisor Networks LLC 1110.00%0.07%0.18%Q3 2019Q3 202314
PRINCIPAL FINANCIAL GROUP INC 13130.00%0.00%0.00%Q4 2018Q4 202113
FRANKLIN RESOURCES INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Old Port Advisors 1210.09%0.11%0.13%Q4 2019Q1 202313
Astoria Strategic Wealth, Inc. 13130.12%0.14%0.17%Q3 2020Q3 202313
TIAA, FSB 13130.74%0.92%1.20%Q2 2020Q2 202313
SPC Financial, Inc. 13130.45%0.65%0.80%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.05%0.11%Q3 2020Q3 202313
Advisor OS, LLC 850.07%0.72%1.61%Q2 2020Q3 202313
Faithward Advisors, LLC 13130.02%0.02%0.04%Q4 2019Q4 202213
Westover Capital Advisors, LLC 1030.12%0.93%2.13%Q4 2017Q2 202213
BUCKINGHAM STRATEGIC WEALTH, LLC 1210.01%0.04%0.09%Q1 2020Q3 202313
CORDA Investment Management, LLC. 13130.09%0.13%0.15%Q2 2019Q2 202213
Truadvice, LLC 13130.87%1.52%3.02%Q3 2020Q3 202313
LeJeune Puetz Investment Counsel LLC 13130.04%0.05%0.06%Q1 2020Q1 202313
Wolff Financial Management LLC 720.09%0.37%0.72%Q4 2018Q2 202213
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.20%0.59%1.30%Q3 2020Q3 202313
Renaissance Technologies 510.00%0.00%0.00%Q4 2017Q1 202313
WealthShield Partners, LLC 610.01%0.10%0.17%Q3 2018Q3 202313
WFA of San Diego, LLC 1120.01%1.13%1.54%Q2 2020Q3 202313
Smith, Salley & Associates 13130.02%0.02%0.02%Q3 2020Q3 202313
MONEYWISE, INC. 940.15%0.16%0.18%Q2 2020Q3 202313
FormulaFolio Investments, LLC 850.04%1.45%2.75%Q4 2017Q2 202113
CGN Advisors LLC 13131.07%1.54%1.96%Q4 2020Q4 202313
Bartlett & Co. LLC 850.00%0.00%0.01%Q3 2020Q4 202313
Kingfisher Capital LLC 13130.11%0.13%0.15%Q3 2020Q3 202313
YHB Investment Advisors, Inc. 13130.09%0.15%0.39%Q3 2020Q3 202313
Windsor Wealth Management, Inc. 940.04%0.05%0.07%Q2 2020Q3 202313
Miracle Mile Advisors, LLC 13130.05%0.09%0.12%Q3 2020Q3 202313
J.W. COLE ADVISORS, INC. 510.02%0.04%0.08%Q4 2019Q3 202313
Frontier Wealth Management LLC 1120.14%0.74%1.22%Q2 2018Q2 202213
Rockefeller Capital Management L.P. 13130.00%0.03%0.14%Q3 2020Q3 202313
THRIVENT FINANCIAL FOR LUTHERANS 710.00%0.01%0.04%Q1 2019Q3 202312
Laurel Wealth Planning LLC 12121.86%2.83%4.20%Q4 2020Q3 202312
Western Wealth Management, LLC 840.06%0.17%0.30%Q3 2020Q3 202312
Brookstone Capital Management 1020.02%0.63%1.10%Q1 2019Q3 202312
ProVise Management Group, LLC 12120.05%1.10%1.82%Q4 2020Q3 202312
Highland Private Wealth Management 12120.19%0.22%0.28%Q4 2019Q3 202212
Facet Wealth, Inc. 12120.36%0.93%2.35%Q4 2020Q3 202312
IVC Wealth Advisors LLC 12120.26%0.44%0.70%Q4 2020Q3 202312
Regal Investment Advisors LLC 1020.03%0.05%0.16%Q3 2018Q3 202312
Gladstone Institutional Advisory LLC 12120.09%0.57%0.93%Q2 2020Q1 202312
Brown Financial Advisory 12127.91%9.43%10.59%Q4 2020Q3 202312
BANK HAPOALIM BM 12120.71%1.64%3.58%Q4 2020Q3 202312
Orin Green Financial, LLC 12123.32%4.06%5.54%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.07%0.25%0.53%Q4 2018Q3 202112
FSB PREMIER WEALTH MANAGEMENT, INC. 12121.98%2.25%3.07%Q4 2020Q3 202312
DIVIDEND ASSETS CAPITAL, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12121.07%1.24%1.44%Q4 2020Q3 202312
Concord Wealth Partners 12120.11%3.72%6.46%Q4 2020Q3 202312
Pinnacle Family Advisors, LLC 12120.21%0.31%0.52%Q4 2020Q3 202312
Weitzel Financial Services, Inc. 12121.13%1.72%2.82%Q4 2020Q3 202312
AGF Investments LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
Fullen Financial Group 12122.23%2.53%2.83%Q2 2020Q1 202312
Laird Norton Wetherby Trust Company, LLC 12120.04%0.05%0.08%Q4 2020Q3 202312
WBH ADVISORY INC 930.05%0.16%0.41%Q3 2020Q3 202312
BCK Partners, Inc. 12120.16%0.33%0.74%Q4 2020Q3 202312
BCS Wealth Management 12120.10%0.48%1.66%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12124.96%5.59%6.26%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.18%0.24%0.31%Q4 2020Q3 202312
ADVISORS MANAGEMENT GROUP INC /ADV 12120.12%0.25%0.31%Q4 2020Q3 202312
CREDIT SUISSE AG/ 12120.00%0.00%0.01%Q1 2013Q4 201512
USAdvisors Wealth Management, LLC 12121.26%2.78%3.36%Q4 2020Q3 202312
Rodgers & Associates, LTD 12121.26%1.35%1.41%Q4 2020Q3 202312
PARAMETRIC PORTFOLIO ASSOCIATES LLC 12120.00%0.02%0.05%Q4 2018Q3 202112
HOEY INVESTMENTS, INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.18%0.63%0.92%Q4 2020Q3 202312
KWB Wealth 12125.66%7.24%8.85%Q4 2020Q3 202312
RDA Financial Network 12120.08%0.34%0.74%Q1 2019Q4 202112
Running Point Capital Advisors, LLC 12120.29%0.67%1.60%Q4 2020Q3 202312
Procyon Advisors, LLC 530.04%0.28%0.79%Q4 2019Q3 202312
Fusion Family Wealth LLC 12120.00%0.02%0.20%Q2 2018Q1 202112
Spears Abacus Advisors LLC 820.02%0.03%0.06%Q3 2019Q2 202312
BEACON FINANCIAL GROUP 1110.03%0.05%0.06%Q4 2019Q4 202212
Tradition Wealth Management, LLC 12120.02%0.37%0.73%Q4 2020Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.08%0.09%0.11%Q4 2020Q3 202312
ECLECTIC ASSOCIATES INC /ADV 12121.65%2.71%4.51%Q4 2020Q3 202312
WNY Asset Management, LLC 12120.06%1.18%1.69%Q4 2020Q3 202312
MCF Advisors LLC 710.00%0.06%0.13%Q3 2014Q3 202312
Red Wave Investments LLC 12121.89%2.08%2.34%Q4 2020Q3 202312
Pinnacle Wealth Planning Services, Inc. 650.05%0.11%0.26%Q4 2018Q1 202211
Beacon Financial Advisory LLC 11110.14%0.35%0.69%Q4 2019Q2 202211
FOUNDERS FINANCIAL SECURITIES LLC 920.82%2.26%3.94%Q3 2018Q2 202111
Stonehearth Capital Management, LLC 410.10%0.22%0.79%Q2 2019Q4 202311
BAKER TILLY WEALTH MANAGEMENT, LLC 11110.05%0.10%0.19%Q1 2021Q3 202311
WT Wealth Management 810.18%0.30%0.76%Q4 2019Q1 202311
Gerber Kawasaki Wealth & Investment Management 11110.02%0.10%0.38%Q1 2021Q3 202311
M&T BANK CORP 910.00%0.01%0.01%Q4 2018Q3 202311
LifePlan Financial Group, Inc 11110.01%0.04%0.05%Q1 2018Q3 202011
Global Trust Asset Management, LLC 11110.00%0.02%0.14%Q1 2019Q3 202111
Horan Securities, Inc. 740.02%0.03%0.04%Q3 2020Q2 202311
McClarren Financial Advisors, Inc. 650.51%0.62%0.82%Q4 2020Q3 202311
Financial Advocates Investment Management 610.02%0.14%0.27%Q1 2018Q3 202311
Salomon & Ludwin, LLC 830.01%0.05%0.09%Q3 2019Q3 202311
Orion Capital Management LLC 1010.00%0.05%0.09%Q4 2020Q3 202311
Crew Capital Management, Ltd. 11110.24%0.36%0.45%Q1 2021Q3 202311
QP WEALTH MANAGEMENT, LLC 11111.55%3.40%4.12%Q1 2021Q3 202311
Wambolt & Associates, LLC 11110.11%0.15%0.23%Q1 2021Q3 202311
BOURGEON CAPITAL MANAGEMENT LLC 11110.02%0.02%0.02%Q1 2021Q3 202311
SRS Capital Advisors, Inc. 1010.01%0.01%0.01%Q4 2020Q3 202311
Dorsey & Whitney Trust CO LLC 650.02%0.03%0.04%Q4 2020Q3 202311
Lumbard & Kellner, LLC 650.66%0.78%0.98%Q4 2020Q3 202311
McKinley Carter Wealth Services, Inc. 11110.18%0.21%0.26%Q1 2021Q3 202311
BANK OF MONTREAL /CAN/ 610.00%0.00%0.02%Q3 2019Q3 202311
Berger Financial Group, Inc 11110.17%0.41%0.75%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.08%0.14%Q1 2021Q3 202311
Better Money Decisions, LLC 11110.39%0.83%1.11%Q1 2021Q3 202311
Tranquilli Financial Advisor LLC 11111.23%3.40%4.80%Q1 2021Q3 202311
ST GERMAIN D J CO INC 830.01%0.61%0.91%Q1 2021Q4 202311
Colonial River Wealth Management, LLC 830.38%1.00%1.64%Q4 2020Q3 202311
TAP Consulting, LLC 11110.13%0.44%0.68%Q2 2020Q4 202211
Freedom Investment Management, Inc. 11110.10%0.18%0.23%Q1 2021Q3 202311
Ten Capital Wealth Advisors, LLC 11110.10%1.32%2.37%Q4 2020Q2 202311
Main Street Financial Solutions, LLC 11110.04%0.06%0.08%Q1 2021Q3 202311
BENJAMIN EDWARDS INC 710.09%1.33%2.11%Q1 2019Q3 202311
MANUFACTURERS LIFE INSURANCE COMPANY, THE 11110.00%0.00%0.00%Q1 2016Q3 201811
Key FInancial Inc 11110.01%0.08%0.11%Q1 2021Q3 202311
Range Financial Group LLC 11110.80%1.11%1.55%Q1 2021Q3 202311
VALLEY WEALTH MANAGERS, INC. 11110.01%0.02%0.02%Q1 2021Q3 202311
Canvas Wealth Advisors, LLC 11110.16%0.21%0.33%Q1 2021Q3 202311
NEXT Financial Group, Inc 610.00%0.02%0.04%Q4 2018Q4 202111
Beaumont Financial Partners, LLC 720.09%0.69%2.36%Q3 2013Q4 202111
Checchi Capital Advisers, LLC 740.02%0.04%0.06%Q4 2020Q3 202311
GREENLEAF TRUST 11110.01%0.01%0.01%Q1 2021Q3 202311
West Financial Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Visionary Wealth Advisors 730.11%0.23%0.28%Q4 2020Q3 202310
BURNEY CO/ 10100.01%0.01%0.02%Q2 2021Q3 202310
Newbridge Financial Services Group, Inc. 10100.00%0.01%0.02%Q3 2020Q4 202210
Triumph Capital Management 10100.20%0.30%0.39%Q2 2021Q3 202310
Bellwether Advisors, LLC 10100.02%0.06%0.09%Q4 2020Q1 202310
MONEY CONCEPTS CAPITAL CORP 820.01%0.61%1.29%Q4 2020Q3 202310
HORIZON FINANCIAL SERVICES, LLC 10102.59%4.58%5.40%Q2 2021Q3 202310
Codex Capital, L.L.C. 10100.43%0.48%0.56%Q2 2021Q3 202310
Destiny Wealth Partners, LLC 820.02%0.03%0.04%Q4 2020Q2 202310
Raab & Moskowitz Asset Management LLC 10100.40%0.84%1.26%Q4 2017Q1 202010
Leicht Financial Planning & Wealth Management, Inc. 10104.73%7.96%10.71%Q2 2021Q3 202310
Retirement Group, LLC 640.00%0.00%0.00%Q1 2021Q3 202310
Private Wealth Group, LLC 730.17%0.45%0.94%Q4 2020Q2 202310
One Capital Management, LLC 10100.06%0.09%0.15%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.08%0.27%Q1 2021Q3 202310
Golden State Wealth Management, LLC 610.05%0.07%0.09%Q1 2019Q4 202110
Blue Barn Wealth, LLC 10100.94%1.33%1.68%Q2 2021Q3 202310
HM PAYSON & CO 10100.00%0.00%0.01%Q2 2021Q3 202310
PECAUT & CO. 10100.22%1.32%1.73%Q2 2021Q3 202310
Apella Capital, LLC 730.08%0.24%0.56%Q2 2021Q4 202310
HOWE & RUSLING INC 10100.00%0.11%0.16%Q2 2018Q3 202010
LEGG MASON, INC. 10100.10%9.00%15.10%Q1 2018Q2 202010
StoneX Group Inc. 730.13%0.17%0.22%Q2 2020Q3 202310
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 10100.20%0.40%0.97%Q4 2017Q1 202010
TRH Financial, LLC 910.24%1.38%2.72%Q4 2019Q2 202210
ACCURATE INVESTMENT SOLUTIONS, INC. 10100.10%0.78%1.01%Q4 2017Q1 202010
Keystone Financial Group 820.10%0.32%0.43%Q1 2021Q3 202310
Vanguard Personalized Indexing Management, LLC 10100.02%0.08%0.18%Q3 2020Q4 202210
CREATIVE FINANCIAL DESIGNS INC /ADV 10100.03%0.08%0.15%Q2 2021Q3 202310
Pinnacle Advisory Group, Inc. 10100.04%0.17%0.32%Q4 2018Q1 202110
TSFG, LLC 10100.02%0.03%0.05%Q2 2021Q3 202310
FINANCIAL MANAGEMENT NETWORK INC 520.22%0.55%0.76%Q4 2020Q3 202310
Family Legacy, Inc. 10101.27%1.42%1.62%Q2 2021Q3 202310
Lake Point Wealth Management 520.00%0.13%1.14%Q4 2018Q2 202210
Center For Asset Management LLC 10100.22%0.41%0.65%Q4 2020Q1 202310
MGO ONE SEVEN LLC 610.00%0.05%0.13%Q4 2017Q3 202310
Arkadios Wealth Advisors 990.00%0.01%0.03%Q2 2020Q2 20229
PATHSTONE FAMILY OFFICE, LLC 810.00%1.70%2.90%Q4 2020Q3 20239
Prostatis Group LLC 810.02%0.39%0.99%Q1 2020Q2 20239
Clear Creek Financial Management, LLC 510.07%1.39%3.34%Q2 2019Q4 20219
Savior LLC 720.00%0.06%0.18%Q4 2019Q1 20229
Aletheian Wealth Advisors LLC 990.56%0.83%1.18%Q4 2021Q4 20239
Lindbrook Capital, LLC 810.00%0.00%0.00%Q4 2019Q3 20239
PRUDENTIAL FINANCIAL INC 990.00%0.00%0.01%Q3 2021Q3 20239
Atlas Private Wealth Advisors 990.22%2.27%3.30%Q3 2021Q3 20239
Affiance Financial, LLC 810.03%0.47%2.88%Q4 2018Q4 20229
Opus Capital Group, LLC 510.30%0.36%0.40%Q4 2019Q2 20239
DUBUQUE BANK & TRUST CO 420.00%0.00%0.00%Q1 2014Q1 20199
CENTAURUS FINANCIAL, INC. 310.02%0.03%0.07%Q2 2018Q1 20239
Beaumont Capital Management, LLC 541.13%2.90%5.09%Q4 2020Q3 20239
PSI Advisors, LLC 990.01%0.03%0.15%Q3 2021Q3 20239
Bell Rock Capital LLC 990.01%0.15%0.31%Q4 2017Q4 20199
Intrua Financial, LLC 990.05%0.07%0.09%Q1 2021Q1 20239
Newman & Schimel, LLC 990.24%0.57%0.93%Q4 2020Q4 20229
Garrett Wealth Advisory Group, LLC 991.18%4.46%5.98%Q3 2021Q3 20239
Plante Moran Financial Advisors, LLC 810.01%1.53%2.50%Q3 2018Q3 20239
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
Tempus Wealth Planning, LLC 990.95%1.22%1.60%Q3 2021Q3 20239
Caprock Group, LLC 630.02%0.02%0.03%Q4 2020Q3 20239
Empowered Funds, LLC 990.13%0.39%0.72%Q3 2021Q3 20239
CITY NATIONAL BANK 990.00%0.00%0.01%Q3 2013Q3 20159
Castleview Partners, LLC 810.04%0.16%0.27%Q2 2021Q3 20239
O'Dell Group, LLC 540.01%0.09%0.16%Q4 2018Q2 20229
Advisors Capital Management, LLC 990.01%0.01%0.01%Q4 2020Q4 20229
TWO SIGMA SECURITIES, LLC 310.01%0.02%0.08%Q4 2018Q3 20239
GRAY FINANCIAL GROUP /GA /ADV /ADV 990.13%0.16%0.27%Q4 2014Q4 20169
TCG Advisory Services, LLC 610.04%0.07%0.10%Q4 2020Q3 20239
New England Investment & Retirement Group, Inc. 990.59%0.78%0.97%Q3 2019Q3 20219
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 990.22%0.75%1.35%Q1 2018Q1 20209
GHP Investment Advisors, Inc. 990.03%0.07%0.11%Q3 2021Q3 20239
Roof Eidam Maycock Peralta, LLC 810.08%0.30%0.41%Q4 2018Q2 20219
Helen Stephens Group, LLC 880.21%0.48%0.90%Q4 2021Q3 20238
Hutchens & Kramer Investment Management Group, LLC 880.22%0.24%0.27%Q4 2021Q3 20238
LWM Advisory Services, LLC 880.55%0.91%1.30%Q4 2021Q3 20238
Eagle Strategies LLC 880.23%0.38%0.80%Q4 2021Q3 20238
Baird Financial Group, Inc. 410.00%0.01%0.02%Q3 2018Q1 20238
Kathleen S. Wright Associates Inc. 880.33%0.46%0.53%Q4 2021Q3 20238
Morling Financial Advisors, LLC 880.12%0.87%1.18%Q4 2021Q3 20238
NorthRock Partners, LLC 880.06%0.09%0.11%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 611.11%1.71%2.32%Q1 2021Q3 20238
Treasure Coast Financial Planning 8810.02%10.65%11.65%Q4 2021Q3 20238
Resurgent Financial Advisors LLC 880.28%0.40%0.55%Q4 2021Q3 20238
Firestone Capital Management 880.00%0.00%0.01%Q4 2019Q3 20218
L. Roy Papp & Associates, LLP 880.05%0.06%0.06%Q2 2013Q1 20158
Rinkey Investments 8813.13%14.88%17.27%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Truvestments Capital LLC 530.02%0.03%0.03%Q4 2020Q4 20228
Ascent Group, LLC 880.36%0.65%0.94%Q4 2021Q3 20238
Anson Capital, Inc. 884.38%6.82%9.64%Q4 2021Q3 20238
Advance Capital Management, Inc. 880.04%0.07%0.10%Q4 2021Q3 20238
Astoria Portfolio Advisors LLC. 882.29%2.69%3.52%Q4 2021Q3 20238
Landmark Wealth Management, LLC 887.54%10.09%15.01%Q4 2021Q3 20238
Upper Left Wealth Management, LLC 880.64%0.91%1.27%Q4 2021Q3 20238
Advisor Resource Council 880.06%0.39%1.24%Q2 2021Q1 20238
Ervin Investment Management, LLC 881.20%1.75%2.08%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.04%0.25%0.53%Q4 2021Q3 20238
SEI INVESTMENTS CO 410.00%0.00%0.00%Q2 2015Q2 20188
MBB PUBLIC MARKETS I LLC 880.21%0.31%0.46%Q4 2021Q3 20238
Betterment LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Roble, Belko & Company, Inc 880.04%0.04%0.04%Q4 2021Q3 20238
Montz Harcus Wealth Management LLC 882.48%2.91%3.23%Q4 2021Q3 20238
TKG Advisors, LLC 880.27%0.41%0.65%Q4 2021Q3 20238
Rockwood Wealth Management, LLC 880.04%0.14%0.35%Q4 2021Q3 20238
MASSMUTUAL TRUST CO FSB/ADV 710.00%0.01%0.03%Q2 2020Q2 20228
Clear Perspectives Financial Planning, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
Clarkston Capital Partners, LLC 440.01%0.02%0.02%Q3 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 880.18%0.31%0.40%Q4 2021Q3 20238
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 880.02%0.14%0.35%Q4 2021Q3 20238
Financial Advisory Group 882.81%6.53%7.81%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.40%0.50%0.58%Q4 2021Q3 20238
Financial Connections Group, Inc. 881.26%2.50%5.15%Q4 2021Q3 20238
MARINER INDEPENDENT ADVISOR NETWORK, LLC 880.03%0.07%0.13%Q4 2020Q3 20228
FIRST FOUNDATION ADVISORS 880.02%0.04%0.17%Q4 2018Q3 20208
Paladin Advisory Group, LLC 880.83%1.18%1.46%Q4 2021Q3 20238
Security Financial Services, INC. 881.28%2.26%3.20%Q4 2021Q3 20238
WEALTHSOURCE PARTNERS, LLC 880.12%0.79%1.32%Q1 2018Q4 20198
Stone Point Wealth LLC 880.23%0.43%0.94%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.01%0.01%0.01%Q4 2021Q3 20238
Treynor Bancshares, Inc. 883.30%3.87%4.34%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.05%0.05%0.06%Q4 2021Q3 20238
Aquire Wealth Advisors, LLC 882.60%4.15%5.80%Q4 2021Q3 20238
Mirae Asset Global Investments Co., Ltd. 530.00%0.00%0.01%Q4 2019Q3 20238
Randolph Co Inc 880.96%1.53%1.67%Q1 2020Q4 20218
Congress Wealth Management LLC / DE / 880.12%0.15%0.20%Q4 2021Q3 20238
Investment Research & Advisory Group, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
SFG Wealth Management, LLC. 880.27%1.63%3.62%Q4 2021Q3 20238
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
Financial Futures Ltd Liability Co. 880.17%0.31%0.74%Q4 2021Q3 20238
PCG Wealth Advisors, LLC 881.00%1.18%1.35%Q4 2021Q3 20238
NWAM LLC 530.03%0.04%0.08%Q1 2021Q3 20238
Laurel Wealth Advisors, Inc. 510.10%0.49%1.74%Q4 2019Q4 20228
F/M Investments LLC 530.16%0.18%0.27%Q2 2021Q3 20238
Covestor Ltd 880.02%0.04%0.13%Q4 2021Q3 20238
Newport Capital Group, LLC 420.18%0.26%0.50%Q4 2020Q3 20238
McCarthy Grittinger Financial Group, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Quent Capital, LLC 880.35%0.40%0.48%Q4 2021Q3 20238
Raleigh Capital Management Inc. 881.04%1.56%2.96%Q4 2021Q3 20238
Wealth Management Solutions, LLC 880.32%1.35%3.62%Q4 2021Q3 20238
Callan Capital, LLC 880.20%2.46%3.68%Q4 2021Q3 20238
ACG Wealth 710.01%0.15%0.24%Q3 2018Q2 20228
AXXCESS WEALTH MANAGEMENT, LLC 880.30%0.60%1.39%Q4 2021Q3 20238
COLONY GROUP LLC 530.05%0.08%0.11%Q3 2021Q3 20238
Modera Wealth Management, LLC 880.01%0.03%0.05%Q4 2021Q3 20238
Oakwell Private Wealth Management, LLC 880.20%0.49%0.84%Q4 2020Q3 20228
EP Wealth Advisors, LLC 510.00%0.01%0.02%Q4 2020Q3 20238
Prime Capital Investment Advisors, LLC 880.01%0.06%0.12%Q4 2021Q3 20238
American Trust 880.02%0.05%0.08%Q4 2021Q3 20238
AIRE ADVISORS, LLC 881.59%3.71%5.30%Q4 2021Q3 20238
Ameritas Investment Partners, Inc. 880.00%0.00%0.00%Q3 2017Q2 20198
PENOBSCOT WEALTH MANAGEMENT 880.16%0.28%0.43%Q4 2021Q3 20238
Warren Street Wealth Advisors, LLC 880.29%0.36%0.48%Q4 2021Q3 20238
BESSEMER GROUP INC 710.00%0.00%0.00%Q3 2018Q4 20218
Retirement Planning Group, LLC 620.03%0.05%0.08%Q1 2019Q3 20238
20/20 Capital Management, Inc. 770.83%2.15%3.55%Q4 2019Q2 20217
American Money Management, LLC 770.86%1.04%1.15%Q3 2018Q1 20207
EVERMAY WEALTH MANAGEMENT LLC 770.02%0.03%0.04%Q1 2022Q3 20237
Bensler, LLC 770.08%0.19%0.34%Q1 2022Q3 20237
ALESCO ADVISORS LLC 610.02%0.02%0.03%Q3 2018Q3 20237
Squar Milner Financial Services LLC 430.02%0.11%0.17%Q3 2018Q2 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
Fiduciary Planning LLC 770.12%4.13%5.51%Q2 2021Q4 20227
SIMON QUICK ADVISORS, LLC 660.00%0.56%0.80%Q2 2022Q3 20237
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
Legacy Wealth Partners, Inc. 771.46%1.81%2.07%Q4 2019Q2 20217
FLYNN ZITO CAPITAL MANAGEMENT, LLC 520.79%3.90%6.50%Q4 2021Q3 20237
HRT FINANCIAL LP 410.01%0.02%0.05%Q2 2020Q3 20237
AVANTAX ADVISORY SERVICES, INC. 410.00%0.02%0.07%Q1 2020Q3 20237
ADVISOR PARTNERS LLC 770.02%0.02%0.02%Q3 2020Q1 20227
First Heartland Consultants, Inc. 610.07%0.30%1.41%Q2 2020Q3 20237
Dakota Wealth Management 430.03%0.06%0.10%Q3 2019Q3 20237
Simplicity Wealth,LLC 430.14%2.10%4.21%Q4 2021Q3 20237
Realta Investment Advisors 320.01%0.02%0.03%Q1 2019Q3 20237
Jacobi Capital Management LLC 770.00%0.00%0.01%Q1 2020Q3 20217
ABSOLUTE CAPITAL MANAGEMENT, LLC 610.12%0.24%0.33%Q4 2021Q3 20237
Strategies Wealth Advisors, LLC 430.36%0.85%3.34%Q4 2021Q3 20237
DeDora Capital, Inc. 770.32%1.37%1.95%Q1 2022Q3 20237
Meridian Wealth Management, LLC 610.02%0.05%0.06%Q2 2019Q3 20237
PERSONAL CFO SOLUTIONS, LLC 770.00%0.07%0.10%Q2 2020Q4 20217
SILVER OAK SECURITIES, INCORPORATED 770.06%0.19%0.47%Q1 2022Q3 20237
Narus Financial Partners, LLC 770.41%0.47%0.66%Q1 2022Q3 20237
Ameritas Advisory Services, LLC 610.02%0.04%0.07%Q4 2021Q3 20237
Fermata Advisors, LLC 510.06%0.13%0.21%Q2 2021Q2 20237
Redwood Financial Network Corp 770.77%0.83%0.96%Q1 2022Q3 20237
Private Capital Group, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Strengthening Families & Communities, LLC 770.00%0.02%0.02%Q1 2022Q3 20237
Rappaport Reiches Capital Management, LLC 520.09%0.18%0.30%Q2 2021Q1 20237
FirstPurpose Wealth LLC 610.17%0.33%0.46%Q4 2021Q3 20237
Epstein & White Financial LLC 770.12%0.22%0.32%Q4 2017Q2 20197
Element Wealth, LLC 520.01%0.05%0.07%Q1 2021Q3 20237
Echo Wealth Management, LLC 770.34%0.48%0.70%Q4 2020Q2 20227
Investments & Financial Planning, LLC 430.38%0.46%0.56%Q4 2021Q3 20237
Financial Guidance Group, Inc. 770.16%0.24%0.38%Q1 2022Q3 20237
ZACKS INVESTMENT MANAGEMENT 770.01%0.01%0.01%Q1 2022Q3 20237
Jackson Creek Investment Advisors LLC 770.12%0.30%0.45%Q1 2022Q3 20237
New Perspectives, Inc 770.18%0.23%0.30%Q2 2021Q4 20227
Virtu KCG Holdings LLC 410.01%0.04%0.08%Q3 2014Q3 20167
BROWN BROTHERS HARRIMAN & CO 520.00%0.00%0.00%Q1 2021Q3 20237
Financial Architects, Inc 430.02%0.02%0.02%Q4 2014Q2 20207
NEIRG Wealth Management, LLC 770.69%0.84%0.96%Q4 2021Q2 20237
Hudock, Inc. 320.02%0.09%0.46%Q2 2013Q3 20157
Rockbridge Investment Management, LCC 770.44%0.57%0.68%Q2 2020Q4 20217
Merit Financial Group, LLC 610.02%0.11%0.26%Q4 2019Q3 20237
TCG Advisors, LP 770.35%1.07%2.63%Q4 2018Q2 20207
Atria Wealth Solutions, Inc. 770.04%0.07%0.10%Q1 2022Q3 20237
Compass Ion Advisors, LLC 410.06%0.46%1.69%Q4 2019Q4 20216
BRR OpCo, LLC 660.03%0.04%0.06%Q2 2021Q3 20226
GIRARD SECURITIES, INC. 661.04%1.11%1.24%Q4 2015Q1 20176
Topel & Distasi Wealth Management, LLC 511.71%2.12%2.24%Q4 2021Q3 20236
Coston, McIsaac & Partners 660.03%0.04%0.05%Q2 2022Q3 20236
Seaside Wealth Management, Inc. 660.45%0.54%0.67%Q2 2022Q3 20236
LOWE BROCKENBROUGH & CO INC 660.04%0.09%0.12%Q2 2022Q3 20236
CHILTON INVESTMENT CO INC. 660.05%0.06%0.06%Q4 2021Q1 20236
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 660.04%0.05%0.06%Q1 2021Q2 20226
Madden Advisory Services, Inc. 660.18%0.19%0.20%Q2 2022Q3 20236
Sanctuary Wealth Management, L.L.C. 210.14%0.63%1.89%Q1 2010Q3 20236
BB&T SECURITIES, LLC 310.00%0.00%0.01%Q4 2017Q3 20196
Obsidian Personal Planning Solutions LLC 664.84%6.22%6.73%Q2 2022Q3 20236
REGENTATLANTIC CAPITAL LLC 660.03%0.03%0.04%Q2 2021Q3 20226
Voya Financial Advisors, Inc. 660.01%0.05%0.09%Q4 2019Q1 20216
Chicago Partners Investment Group LLC 660.02%0.03%0.03%Q1 2021Q2 20226
Argentus Capital Management, LLC 510.00%0.02%0.08%Q3 2014Q3 20166
Measured Wealth Private Client Group, LLC 660.10%0.20%0.39%Q3 2018Q4 20196
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
MBE Wealth Management, LLC 660.43%0.64%0.99%Q4 2019Q1 20216
Charter Oak Capital Management, LLC 660.00%0.01%0.01%Q1 2021Q2 20226
VALLEY NATIONAL ADVISERS INC 660.00%0.00%0.00%Q2 2022Q3 20236
Heritage Trust Co 660.52%0.62%0.80%Q2 2022Q3 20236
Altrius Capital Management Inc 660.27%0.34%0.37%Q2 2022Q3 20236
GPS Wealth Strategies Group, LLC 660.52%0.83%0.98%Q2 2022Q3 20236
InterOcean Capital Group, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Wealth Architects, LLC 420.04%0.04%0.04%Q1 2022Q3 20236
Intelligence Driven Advisers, LLC 660.11%0.16%0.19%Q4 2018Q1 20206
LEAVELL INVESTMENT MANAGEMENT, INC. 330.02%0.02%0.02%Q4 2021Q2 20236
ATWOOD & PALMER INC 660.02%1.54%2.47%Q2 2013Q3 20146
Hayden Royal, LLC 210.31%1.27%1.68%Q4 2019Q4 20216
PRIVATE TRUST CO NA 660.08%0.15%0.20%Q2 2022Q3 20236
Tranquility Partners, LLC 660.10%0.15%0.27%Q2 2022Q3 20236
CONDOR CAPITAL MANAGEMENT 660.04%0.06%0.07%Q2 2019Q3 20206
LVZ, Inc. 420.08%0.19%0.37%Q1 2018Q4 20196
Conservest Capital Advisors, Inc. 660.04%0.05%0.06%Q2 2022Q3 20236
COMPASS FINANCIAL ADVISORS LLC 660.65%0.76%0.86%Q4 2021Q1 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.01%0.17%0.52%Q2 2021Q4 20226
BUTENSKY & COHEN FINANCIAL SECURITY, INC 660.73%0.83%0.89%Q2 2022Q3 20236
AXA S.A. 660.04%0.05%0.05%Q2 2018Q3 20196
THEORY FINANCIAL LLC 420.16%0.50%0.58%Q1 2022Q3 20236
Bernicke Wealth Management, Ltd. 510.25%0.71%2.00%Q1 2018Q2 20206
Qube Research & Technologies Ltd 510.00%0.00%0.01%Q4 2020Q3 20236
Fund Evaluation Group, LLC 660.11%0.37%0.87%Q2 2020Q3 20216
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q2 2018Q3 20236
Relaxing Retirement Coach 660.50%0.60%0.87%Q4 2018Q1 20206
Lenox Wealth Advisors, LLC 660.00%0.01%0.02%Q4 2020Q1 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Tradewinds Capital Management, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
MERITAGE PORTFOLIO MANAGEMENT 320.01%0.02%0.02%Q4 2021Q3 20235
CX Institutional 410.01%0.15%0.50%Q3 2018Q1 20235
GM Advisory Group, LLC 551.14%1.48%2.16%Q3 2022Q3 20235
Wealth & Pension Services Group, Inc. 411.50%4.37%5.14%Q2 2018Q3 20195
Zullo Investment Group, Inc. 550.02%0.02%0.02%Q4 2021Q4 20225
Latitude Advisors, LLC 550.10%0.24%0.31%Q1 2021Q1 20225
Venture Visionary Partners LLC 410.00%0.17%0.25%Q2 2022Q3 20235
Strategic Asset Management, LLC 550.99%1.08%1.23%Q3 2021Q3 20225
True Link Financial Advisors, LLC 550.01%0.01%0.02%Q4 2020Q4 20215
Kavar Capital Partners, LLC 410.03%0.10%0.15%Q2 2019Q3 20205
CSM Advisors, LLC 320.36%0.64%0.85%Q2 2021Q2 20235
Sequoia Financial Advisors, LLC 410.00%0.01%0.01%Q2 2022Q3 20235
OXFORD FINANCIAL GROUP, LTD. LLC 410.00%0.02%0.12%Q1 2022Q3 20235
Total Clarity Wealth Management, Inc. 210.02%0.05%0.07%Q4 2019Q2 20225
Flower City Capital 550.54%0.82%1.11%Q4 2021Q4 20225
Luken Investment Analytics, LLC 410.00%0.50%1.30%Q4 2020Q3 20235
Ruggie Capital Group 410.01%0.14%0.57%Q2 2018Q3 20195
WHITTIER TRUST CO 550.00%0.01%0.01%Q3 2022Q3 20235
CULLEN/FROST BANKERS, INC. 410.00%0.00%0.02%Q2 2020Q3 20235
Alta Wealth Advisors LLC 320.12%0.14%0.15%Q4 2021Q3 20235
Beacon Pointe Wealth Advisors, LLC 550.10%0.18%0.24%Q4 2018Q4 20195
KESTRA PRIVATE WEALTH SERVICES, LLC 410.01%0.02%0.05%Q1 2022Q3 20235
CENTRAL TRUST Co 550.02%0.02%0.02%Q4 2020Q4 20215
CAHABA WEALTH MANAGEMENT, INC. 550.05%0.09%0.10%Q1 2019Q1 20205
Financial Gravity Asset Management, Inc. 410.01%0.13%0.41%Q4 2019Q3 20235
LBMC INVESTMENT ADVISORS, LLC 550.08%0.09%0.10%Q3 2022Q3 20235
Austin Private Wealth, LLC 550.05%0.26%0.39%Q3 2022Q3 20235
FINANCIAL ADVISORY PARTNERS, LLC 550.09%0.11%0.13%Q3 2022Q3 20235
Vestmark Advisory Solutions, Inc. 550.19%0.20%0.23%Q1 2022Q1 20235
LIBERTY WEALTH MANAGEMENT LLC 320.02%0.02%0.02%Q4 2018Q3 20215
Balboa Wealth Partners 550.27%0.41%0.57%Q3 2022Q3 20235
Wilson & Boucher Capital Management, LLC 410.14%0.27%0.34%Q4 2021Q2 20235
Aureus Asset Management, LLC 550.04%0.04%0.05%Q2 2017Q2 20185
NSI Retail Advisors, LLC 320.78%1.45%1.95%Q2 2021Q2 20235
Wealthquest Corp 551.27%1.77%2.06%Q4 2018Q4 20195
CAPITAL ONE FINANCIAL CORP 550.27%0.36%0.51%Q1 2021Q1 20225
Clarus Wealth Advisors 210.01%1.51%2.80%Q1 2019Q2 20235
INR ADVISORY SERVICES LLC 550.02%0.08%0.16%Q1 2018Q1 20195
ENCOMPASS WEALTH ADVISORS, LLC 550.32%0.33%0.35%Q1 2021Q1 20225
FDx Advisors, Inc. 320.01%0.02%0.03%Q2 2017Q1 20205
Personal Wealth Partners 551.65%2.87%3.63%Q1 2021Q1 20225
Stone House Investment Management, LLC 550.45%0.56%0.60%Q3 2018Q3 20195
Bison Wealth, LLC 550.12%0.17%0.21%Q3 2022Q3 20235
Cerity Partners LLC 550.00%0.03%0.08%Q3 2022Q3 20235
HARBOR ADVISORY CORP /MA/ 550.18%1.00%1.37%Q3 2022Q3 20235
Spartan Planning & Wealth Management 412.02%4.04%7.29%Q1 2022Q3 20235
INSIGHT 2811, INC. 410.12%3.51%4.54%Q4 2013Q2 20215
RMB Capital Management, LLC 550.02%0.03%0.03%Q3 2022Q3 20235
Colonial Trust Co / SC 550.16%0.17%0.18%Q3 2022Q3 20235
Covington Capital Management 550.00%0.00%0.00%Q3 2021Q3 20225
Cutler Group LLC / CA 310.00%0.00%0.00%Q1 2016Q4 20225
Watermark Asset Management, Inc. 550.30%0.59%0.66%Q4 2017Q4 20185
Carmichael Hill & Associates, Inc. 550.01%0.01%0.04%Q3 2022Q3 20235
Founders Capital Management 550.16%0.18%0.20%Q4 2017Q4 20185
Truepoint, Inc. 410.02%0.02%0.03%Q1 2019Q3 20225
Homrich & Berg 550.02%0.03%0.03%Q4 2018Q4 20195
Red Cedar Capital, LLC 550.20%0.21%0.23%Q4 2021Q4 20225
KINGS POINT CAPITAL MANAGEMENT 550.01%0.01%0.01%Q4 2017Q4 20185
MPS Loria Financial Planners, LLC 410.06%0.06%0.08%Q2 2017Q1 20215
Baron Financial Group, LLC 551.33%1.45%1.50%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.10%0.16%0.23%Q4 2021Q4 20225
Concert Wealth Management Inc. 410.01%0.13%0.17%Q2 2015Q3 20165
Wealthstreet Investment Advisors, LLC 550.17%0.18%0.18%Q1 2020Q1 20215
Acropolis Investment Management, LLC 410.04%0.04%0.04%Q2 2022Q3 20235
JDM Financial Group LLC 447.04%7.37%7.63%Q4 2022Q3 20234
Linscomb & Williams, Inc. 310.03%0.26%0.48%Q4 2019Q2 20234
Clearwater Capital Advisors, LLC 444.12%4.26%4.48%Q4 2022Q3 20234
Trexquant Investment LP 210.01%0.02%0.04%Q4 2021Q1 20234
Straight Path Wealth Management 442.63%2.98%3.19%Q4 2021Q3 20224
Ferguson Shapiro LLC 440.37%0.43%0.48%Q1 2021Q4 20214
AVIANCE CAPITAL MANAGEMENT, LLC 210.00%0.06%0.18%Q2 2016Q4 20184
Lifestyle Asset Management, Inc. 443.37%3.78%4.28%Q4 2022Q3 20234
Alliance Wealth Advisors, LLC /UT 440.46%0.49%0.52%Q4 2022Q3 20234
ICA Group Wealth Management, LLC 440.04%0.09%0.14%Q4 2022Q3 20234
Strategic Capital Group LLC 220.11%0.14%0.17%Q2 2013Q2 20144
GERMAN AMERICAN BANCORP, INC. 440.14%0.15%0.16%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 441.37%1.46%1.54%Q4 2022Q3 20234
HBC Financial Services, PLLC 440.01%0.01%0.01%Q4 2021Q3 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
CEDAR CAPITAL, LLC 440.84%1.75%2.37%Q4 2020Q3 20214
JGP Wealth Management, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
RF&L WEALTH MANAGEMENT, LLC 440.43%0.46%0.48%Q4 2022Q3 20234
Integrity Financial Corp /WA 440.00%0.00%0.00%Q4 2021Q3 20224
Richard W. Paul & Associates, LLC 440.28%0.39%0.49%Q4 2022Q3 20234
Alpha Cubed Investments, LLC 310.02%0.03%0.03%Q2 2019Q2 20224
Columbus Macro, LLC 441.75%2.30%2.63%Q3 2019Q2 20204
RAYMOND JAMES TRUST N.A. 220.01%0.01%0.01%Q3 2019Q1 20214
Paracle Advisors, LLC 440.25%0.27%0.32%Q3 2014Q2 20154
FIRST FINANCIAL CORP /IN/ 440.00%0.00%0.00%Q2 2013Q1 20144
KARLINSKI ANDREW C 440.39%0.95%1.91%Q4 2021Q3 20224
Lodestone Wealth Management LLC 440.17%0.19%0.20%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 441.56%1.66%1.72%Q4 2022Q3 20234
PFG Advisors 310.03%0.14%0.18%Q2 2019Q3 20234
CANTOR FITZGERALD, L. P. 440.01%0.01%0.01%Q4 2022Q3 20234
Strategic Capital Alternatives LLC 220.08%0.11%0.12%Q3 2014Q3 20154
SageGuard Financial Group, LLC 440.55%3.92%13.93%Q4 2020Q3 20214
Tilson Financial Group, Inc. 441.32%1.82%2.98%Q4 2022Q3 20234
Wealth Advisors of Iowa, LLC 446.50%12.33%19.74%Q4 2022Q3 20234
Fiduciary Alliance LLC 442.90%3.08%3.27%Q4 2022Q3 20234
WCG Wealth Advisors LLC 440.13%0.34%0.45%Q4 2022Q3 20234
Integrated Investment Consultants, LLC 440.25%0.26%0.27%Q4 2022Q3 20234
BKS ADVISORS, LLC 440.10%0.42%1.11%Q2 2018Q1 20194
ROWLAND CARMICHAEL ADVISORS INC /ADV 440.33%0.37%0.41%Q1 2018Q4 20184
STEVENS CAPITAL PARTNERS 440.99%1.10%1.25%Q4 2022Q3 20234
Fairhaven Wealth Management, LLC 220.17%0.20%0.23%Q3 2022Q3 20234
MONECO Advisors, LLC 440.10%0.17%0.24%Q4 2022Q3 20234
True Wealth Design, LLC 440.06%0.08%0.09%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Charles Schwab Investment Advisory, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Sonora Investment Management, LLC 310.00%0.01%0.01%Q2 2020Q3 20214
Rooted Wealth Advisors, Inc. 440.53%3.95%7.42%Q4 2022Q3 20234
CARY STREET PARTNERS ASSET MANAGEMENT LLC 310.00%0.06%0.24%Q3 2022Q3 20234
BRIGHTON JONES LLC 440.17%0.21%0.23%Q2 2019Q1 20204
Southland Equity Partners LLC 440.08%0.09%0.10%Q4 2022Q3 20234
Cambridge Advisors Inc. 440.05%0.05%0.05%Q1 2021Q4 20214
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 440.18%0.20%0.24%Q4 2022Q3 20234
My Legacy Advisors, LLC 440.13%0.17%0.20%Q4 2022Q3 20234
AIFG Consultants Ltd. 444.80%7.58%8.62%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.10%0.12%0.13%Q4 2022Q3 20234
Sullivan, Bruyette, Speros & Blaney, LLC 440.31%0.45%0.59%Q2 2020Q1 20214
Keystone Wealth Services, LLC 440.33%0.36%0.38%Q4 2022Q3 20234
River Street Advisors LLC 440.56%0.59%0.61%Q4 2022Q3 20234
JD Financial Services Inc. 442.01%6.43%8.13%Q1 2021Q4 20214
Gateway Wealth Partners, LLC 444.10%4.49%4.85%Q4 2022Q3 20234
MA Private Wealth 440.05%0.05%0.06%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 443.17%3.60%4.00%Q4 2022Q3 20234
Millington Financial Advisors, LLC 444.67%4.75%4.84%Q4 2022Q3 20234
Worth Financial Advisory Group, LLC 441.09%1.12%1.17%Q4 2022Q3 20234
CITIZENS FINANCIAL GROUP INC/RI 440.01%0.01%0.02%Q2 2019Q1 20204
Life Planning Partners, Inc 442.57%2.88%3.07%Q4 2021Q3 20224
Lucia Wealth Services, LLC 440.11%0.47%0.76%Q4 2019Q3 20204
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2022Q3 20234
Vectors Research Management, LLC 440.01%0.01%0.01%Q3 2018Q2 20194
Vertex Planning Partners, LLC 440.34%0.68%0.92%Q4 2022Q3 20234
DRIVE WEALTH MANAGEMENT, LLC 440.62%0.93%1.21%Q4 2022Q3 20234
First PREMIER Bank 310.01%0.01%0.01%Q4 2018Q3 20234
Flagstone Financial Management 448.30%8.73%8.99%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
TUCKER ASSET MANAGEMENT LLC 310.00%0.00%0.01%Q3 2022Q3 20234
CLIENT 1ST ADVISORY GROUP, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Grove Bank & Trust 440.02%0.02%0.02%Q4 2022Q3 20234
New Republic Capital, LLC 440.41%0.44%0.46%Q4 2022Q3 20234
Capital Planning Advisors, LLC 440.08%0.09%0.11%Q3 2019Q2 20204
Independent Wealth Network Inc. 440.19%0.20%0.22%Q2 2022Q1 20234
Integrated Advisors Network LLC 310.01%0.04%0.10%Q2 2020Q3 20224
M&R CAPITAL MANAGEMENT INC 440.00%0.00%0.00%Q1 2023Q4 20234
Stonebridge Capital Advisors LLC 210.00%0.00%0.00%Q1 2021Q2 20234
Glassman Wealth Services 440.06%0.06%0.06%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.01%0.01%0.01%Q4 2022Q3 20234
ROPES WEALTH ADVISORS LLC 440.27%0.29%0.31%Q4 2022Q3 20234
Retirement Investment Advisors, Inc. 440.05%0.15%0.37%Q4 2022Q3 20234
Ford Financial Group, LLC 440.22%0.42%0.56%Q1 2022Q4 20224
Auto-Owners Insurance Co 4411.57%11.97%12.38%Q4 2022Q3 20234
Delap Wealth Advisory, LLC 441.95%2.25%2.45%Q4 2022Q3 20234
KLR INVESTMENT ADVISORS, LLC 441.31%1.51%1.62%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 442.22%2.73%3.82%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
BSW Wealth Partners 440.32%0.32%0.33%Q4 2022Q3 20234
AFFINITY WEALTH MANAGEMENT LLC 440.42%0.45%0.47%Q1 2019Q4 20194
Corient Private Wealth LLC 440.01%0.03%0.04%Q4 2022Q3 20234
Outlook Wealth Advisors, LLC 310.53%1.44%3.79%Q4 2018Q3 20234
Moran Wealth Management, LLC 440.65%0.86%0.98%Q4 2022Q3 20234
Wallace Advisory Group, LLC 440.66%0.69%0.70%Q4 2022Q3 20234
Johnson Financial Group, Inc. 440.00%0.00%0.01%Q2 2020Q1 20214
Goldstein Advisors, LLC 442.30%2.55%2.90%Q4 2022Q3 20234
Royal Fund Management, LLC 210.00%0.00%0.01%Q4 2017Q1 20204
FIRETHORN WEALTH PARTNERS, LLC 310.16%0.19%0.26%Q4 2020Q4 20214
NEW ENGLAND SECURITIES CORP /MA/ 440.05%0.34%0.58%Q1 2014Q4 20144
Compass Financial Group, INC/SD 440.10%0.12%0.15%Q4 2022Q3 20234
Meeder Advisory Services, Inc. 442.46%2.81%3.02%Q4 2022Q3 20234
Transamerica Financial Advisors, Inc. 310.01%0.01%0.01%Q2 2020Q4 20224
IFS Advisors, LLC 440.04%6.39%8.79%Q2 2021Q1 20224
Vericrest Private Wealth 332.88%3.05%3.14%Q4 2021Q2 20223
XML Financial, LLC 330.32%0.40%0.54%Q1 2023Q3 20233
Roundview Capital LLC 330.06%0.07%0.09%Q1 2018Q3 20183
CCG WEALTH MANAGEMENT, LLC 330.27%0.28%0.30%Q2 2019Q4 20193
Kovitz Investment Group Partners, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Valeo Financial Advisors, LLC 110.00%0.01%0.02%Q3 2020Q3 20233
ABLE Financial Group, LLC 330.57%0.62%0.68%Q1 2023Q3 20233
Mariner Wealth Advisors-Cincinnati, LLC 330.02%0.03%0.04%Q1 2018Q3 20183
Atomi Financial Group, Inc. 330.35%0.37%0.41%Q1 2023Q3 20233
McAdam, LLC 210.00%0.01%0.02%Q2 2018Q3 20233
Riggs Asset Managment Co. Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
IBERIABANK CORP 330.04%0.04%0.06%Q2 2017Q4 20173
Carroll Financial Associates, Inc. 330.00%0.00%0.00%Q4 2013Q2 20143
Foundations Investment Advisors, LLC 210.01%0.27%0.78%Q2 2018Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.00%0.01%0.01%Q1 2023Q3 20233
MOSAIC FAMILY WEALTH PARTNERS, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Cornerstone Advisors, Inc. 3319.61%20.55%21.16%Q4 2018Q2 20193
GoalVest Advisory LLC 110.00%0.08%0.24%Q2 2022Q3 20233
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q2 2020Q1 20233
Concorde Asset Management, LLC 330.27%0.29%0.32%Q4 2018Q2 20193
OAKWOOD CAPITAL MANAGEMENT LLC/CA 330.11%0.13%0.15%Q2 2020Q4 20203
B. Riley Wealth Advisors, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Bernardo Wealth Planning LLC 330.36%0.54%0.88%Q3 2019Q1 20203
PINNACLE FINANCIAL PARTNERS INC 330.01%0.01%0.01%Q1 2023Q3 20233
WealthOne, LLC 110.07%0.13%0.16%Q4 2018Q1 20213
Stegent Equity Advisors, Inc. 330.43%0.48%0.58%Q4 2021Q2 20223
Windsor Creek Advisors, LLC 330.07%2.25%3.70%Q2 2021Q4 20213
Capital CS Group, LLC 330.19%0.94%1.36%Q1 2023Q3 20233
Banco Santander, S.A. 330.01%0.01%0.01%Q1 2018Q3 20183
Clearstead Advisors, LLC 210.00%0.00%0.00%Q1 2022Q3 20233
Lido Advisors, LLC 210.01%0.01%0.01%Q2 2022Q3 20233
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
PRING TURNER CAPITAL GROUP INC 334.33%5.23%6.97%Q1 2023Q3 20233
Global Wealth Management Investment Advisory, Inc. 330.01%0.03%0.06%Q4 2018Q2 20193
Mach-1 Financial Group, LLC 210.00%0.01%0.02%Q2 2022Q1 20233
Baker Ellis Asset Management LLC 210.04%0.17%0.44%Q2 2022Q2 20233
AdvicePeriod, LLC 330.12%0.57%1.38%Q3 2019Q1 20203
Fisher Asset Management, LLC 210.00%0.00%0.00%Q4 2019Q3 20233
Private Ocean, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Venturi Wealth Management, LLC 210.56%0.62%0.65%Q4 2022Q3 20233
Planning Solutions Group LLC 331.42%1.47%1.53%Q4 2018Q2 20193
BROWN ADVISORY INC 210.00%0.00%0.00%Q2 2019Q1 20203
GW HENSSLER & ASSOCIATES LTD 330.12%0.14%0.16%Q3 2014Q1 20153
Lifeworks Advisors, LLC 330.41%0.83%1.44%Q1 2023Q3 20233
REDW Wealth LLC 330.06%0.08%0.08%Q1 2023Q3 20233
Archer Investment Corp 330.01%0.01%0.01%Q4 2018Q2 20193
LOCKERMAN FINANCIAL GROUP, INC. 330.71%0.83%0.98%Q1 2023Q3 20233
Alliance Wealth Advisors, LLC 330.17%0.18%0.18%Q3 2021Q1 20223
Ellevest, Inc. 210.00%0.01%0.02%Q2 2022Q3 20233
WealthPlan Investment Management, LLC 210.02%0.02%0.02%Q1 2022Q4 20223
Cape Investment Advisory, Inc. 330.02%0.07%0.09%Q1 2023Q3 20233
M Holdings Securities, Inc. 330.06%0.08%0.11%Q4 2022Q2 20233
ORG Partners LLC 330.04%0.11%0.17%Q1 2023Q3 20233
Virtu Financial LLC 110.01%0.06%0.09%Q4 2018Q3 20233
Baker Avenue Asset Management, LP 330.00%0.01%0.01%Q1 2023Q3 20233
Personal Capital Advisors Corp 330.00%0.00%0.01%Q4 2020Q2 20213
Fiera Capital Corp 330.00%0.00%0.00%Q3 2019Q1 20203
Allegis Investment Advisors, LLC 210.02%2.37%4.21%Q4 2015Q1 20183
LINCOLN CAPITAL CORP 330.14%0.15%0.16%Q1 2023Q3 20233
BIP Wealth, LLC 330.71%0.87%1.10%Q1 2023Q3 20233
Flagship Private Wealth, LLC 330.01%0.03%0.05%Q4 2020Q2 20213
BANK OF HAWAII 330.01%0.01%0.02%Q4 2022Q2 20233
Glass Jacobson Investment Advisors llc 210.08%0.13%0.18%Q4 2022Q3 20233
GUARDIAN WEALTH ADVISORS, LLC / NC 330.05%0.48%1.34%Q4 2021Q2 20223
Financial Insights, Inc. 211.52%2.13%2.62%Q4 2022Q3 20233
Horizons Wealth Management 330.01%0.01%0.01%Q2 2023Q4 20233
CFO4Life Group, LLC 330.10%1.40%3.84%Q4 2018Q2 20193
Jane Street Holding, LLC 330.01%0.05%0.12%Q2 2013Q4 20133
LINCOLN NATIONAL CORP 330.00%0.00%0.01%Q1 2023Q3 20233
Prosperity Financial Group, Inc. 330.20%0.22%0.23%Q1 2023Q3 20233
Nordwand Advisors, LLC 330.01%0.03%0.03%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.20%0.35%0.48%Q1 2023Q3 20233
UMB Bank, n.a. 110.00%0.00%0.01%Q4 2019Q3 20233
Benedetti & Gucer, Inc. 110.11%0.18%0.25%Q2 2021Q3 20233
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 210.00%0.00%0.00%Q3 2021Q3 20233
TOBIAS FINANCIAL ADVISORS, INC. 210.13%0.16%0.19%Q4 2019Q4 20213
Strategic Financial Concepts, LLC 330.10%0.62%1.20%Q1 2023Q3 20233
COLDSTREAM CAPITAL MANAGEMENT INC 330.02%0.03%0.04%Q4 2021Q2 20223
Clark Capital Management Group, Inc. 210.01%0.01%0.02%Q3 2016Q2 20173
Parisi Gray Wealth Management 210.01%0.01%0.01%Q4 2018Q2 20213
FIFTH THIRD SECURITIES, INC. 331.45%1.49%1.51%Q4 2016Q2 20173
Destiny Capital Corp/CO 330.70%0.82%1.00%Q4 2022Q2 20233
Bedel Financial Consulting, Inc. 330.00%0.00%0.00%Q3 2019Q1 20203
O'Connor Financial Group LLC 333.90%3.98%4.10%Q1 2023Q3 20233
HATTON CONSULTING, INC. 334.63%4.80%5.10%Q1 2021Q3 20213
HBK Sorce Advisory LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Onyx Bridge Wealth Group LLC 210.05%0.08%0.14%Q2 2021Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.03%0.10%0.21%Q3 2022Q3 20233
MATRIX PRIVATE CAPITAL GROUP LLC 330.01%0.01%0.01%Q2 2022Q4 20223
H. L. Ormond & Company, LLC 332.12%2.14%2.17%Q4 2021Q2 20223
Legacy Financial Group LLC 210.02%0.13%0.23%Q4 2020Q3 20233
MARYLAND CAPITAL ADVISORS INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Renasant Bank 330.17%0.20%0.21%Q1 2023Q3 20233
Partnervest Advisory Services LLC 330.00%0.02%0.03%Q4 2013Q2 20143
Perennial Investment Advisors, LLC 330.38%0.39%0.41%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
DRW Securities, LLC 110.03%0.12%0.21%Q3 2020Q1 20212
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2022Q2 20232
Wedmont Private Capital 220.05%0.05%0.06%Q2 2023Q3 20232
TECTONIC ADVISORS LLC 110.02%0.04%0.05%Q4 2020Q3 20212
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q4 2019Q1 20202
ACUTE INVESTMENT ADVISORY, LLC 220.23%1.18%2.13%Q4 2021Q1 20222
Fortitude Advisory Group L.L.C. 220.04%0.04%0.04%Q4 2021Q1 20222
Moser Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
SWMG, LLC 221.03%1.06%1.09%Q1 2023Q2 20232
EVERGREEN CAPITAL MANAGEMENT LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Shore Point Advisors, LLC 220.59%0.59%0.60%Q4 2021Q1 20222
COUNTRY TRUST BANK 220.00%0.00%0.00%Q3 2019Q4 20192
Winslow, Evans & Crocker, Inc. 220.10%0.10%0.10%Q4 2017Q1 20182
Spectrum Planning & Advisory Services Inc. 220.47%0.47%0.47%Q2 2023Q3 20232
First Command Bank 220.01%0.01%0.01%Q1 2022Q2 20222
Salient Private Client, LLC 220.11%0.12%0.13%Q2 2018Q3 20182
SVB WEALTH LLC 220.00%0.00%0.00%Q4 2020Q1 20212
LEO BROKERAGE, LLC 220.04%0.04%0.05%Q1 2023Q2 20232
Accel Wealth Management 220.31%0.31%0.32%Q2 2023Q3 20232
Armbruster Capital Management, Inc. 220.02%0.02%0.02%Q4 2017Q1 20182
COMERICA SECURITIES,INC. 110.02%0.04%0.05%Q1 2019Q3 20192
AllSquare Wealth Management LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Marion Wealth Management 220.14%0.14%0.14%Q4 2021Q1 20222
TRANSCEND CAPITAL ADVISORS, LLC 220.22%0.92%1.61%Q4 2019Q1 20202
Per Stirling Capital Management, LLC. 220.05%0.06%0.06%Q4 2022Q1 20232
D.A. DAVIDSON & CO. 220.00%0.01%0.01%Q1 2023Q2 20232
Farmers National Bank 220.00%0.00%0.00%Q1 2019Q2 20192
Auour Investments LLC 2210.08%10.09%10.10%Q2 2023Q3 20232
DGS Capital Management, LLC 220.12%0.13%0.14%Q4 2022Q1 20232
DHK Financial Advisors, Inc. 220.43%0.43%0.43%Q2 2023Q3 20232
Selective Wealth Management, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
Grey Street Capital, LLC 220.82%0.84%0.85%Q2 2023Q3 20232
Semmax Financial Advisors Inc. 220.06%0.09%0.13%Q4 2018Q1 20192
HARBOR INVESTMENT ADVISORY, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.01%0.03%0.05%Q2 2023Q3 20232
Consolidated Portfolio Review Corp 220.06%0.13%0.20%Q2 2023Q3 20232
Pinion Investment Advisors, LLC 110.19%0.33%0.48%Q1 2018Q2 20222
USA FINANCIAL FORMULAS 220.04%0.04%0.04%Q1 2018Q2 20182
CFS Investment Advisory Services, LLC 110.00%0.24%0.49%Q1 2022Q3 20222
Granite Bay Wealth Management, LLC 220.42%0.54%0.66%Q2 2023Q3 20232
Private Portfolio Partners LLC 220.96%0.98%1.00%Q3 2022Q4 20222
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Rollins Financial 220.12%0.23%0.35%Q1 2022Q2 20222
Horst & Graben Wealth Management LLC 220.08%0.08%0.08%Q4 2020Q1 20212
SG Americas Securities, LLC 110.00%0.02%0.04%Q1 2017Q3 20182
RMR Wealth Builders 110.03%0.04%0.05%Q3 2020Q1 20212
Cassady Schiller Wealth Management, LLC 110.03%0.04%0.05%Q4 2021Q1 20232
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.01%0.01%0.02%Q2 2023Q3 20232
WorthPointe, LLC 220.19%0.24%0.30%Q4 2021Q1 20222
Portside Wealth Group, LLC 221.11%1.11%1.11%Q2 2023Q3 20232
COMERICA SECURITIES INC 220.06%0.06%0.06%Q3 2018Q4 20182
Bull Oak Capital, LLC 225.72%6.30%6.88%Q4 2021Q1 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Hanlon Investment Management, Inc. 110.02%0.03%0.05%Q2 2019Q4 20192
Ranch Capital Advisors Inc. 220.01%0.01%0.01%Q4 2019Q1 20202
Lunt Capital Management, Inc. 221.10%1.15%1.19%Q2 2023Q3 20232
FORT PITT CAPITAL GROUP, LLC 110.00%0.01%0.02%Q4 2018Q4 20202
Stokes Family Office, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
Future Financial Wealth Managment LLC 220.06%0.06%0.06%Q4 2021Q1 20222
Northwest Capital Management Inc 220.08%0.10%0.12%Q2 2023Q3 20232
Parkside Financial Bank & Trust 220.01%0.01%0.01%Q3 2022Q4 20222
ADVISOR PARTNERS II, LLC 110.02%0.08%0.14%Q1 2023Q3 20232
MOTCO 220.00%0.00%0.00%Q3 2022Q4 20222
Princeton Global Asset Management LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Values Added Financial LLC 229.32%9.64%9.95%Q2 2023Q3 20232
Oxinas Partners Wealth Management LLC 220.35%0.40%0.44%Q2 2023Q3 20232
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
Moloney Securities Asset Management, LLC 220.36%0.36%0.37%Q1 2018Q2 20182
Stewardship Advisors, LLC 220.42%0.58%0.75%Q4 2019Q1 20202
FAIRFIELD, BUSH & CO. 110.00%0.00%0.01%Q1 2018Q2 20232
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20232
WIPFLI FINANCIAL ADVISORS LLC, 220.89%1.00%1.10%Q2 2022Q3 20222
OLIO Financial Planning 220.10%0.11%0.12%Q2 2023Q3 20232
Wealth Advisory Solutions, LLC 110.12%0.36%0.60%Q4 2019Q2 20222
Unified Trust Company, N.A. 220.08%0.08%0.08%Q2 2021Q3 20212
First Command Financial Services, Inc. 220.01%0.01%0.01%Q1 2022Q2 20222
Wealthspire Advisors, L.P. 220.01%0.01%0.01%Q4 2018Q1 20192
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
MGO Private Wealth, LLC 220.74%2.00%3.25%Q3 2022Q4 20222
VERUS CAPITAL PARTNERS, LLC 220.02%0.02%0.03%Q4 2019Q1 20202
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q1 20222
QCM Cayman, Ltd. 110.32%0.52%0.73%Q4 2020Q3 20212
Jackson Wealth Management, LLC 220.53%0.53%0.53%Q4 2017Q1 20182
Catalyst Wealth Management, LLC 220.56%0.56%0.56%Q4 2022Q1 20232
APPLETON PARTNERS INC/MA 220.02%0.02%0.02%Q3 2021Q4 20212
TFB Advisors LLC 220.41%0.70%1.00%Q2 2023Q3 20232
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
INVESTMENT PARTNERS, LTD. 110.12%0.12%0.12%Q1 2015Q3 20182
Aldebaran Financial Inc. 220.47%0.56%0.65%Q1 2020Q2 20202
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2021Q2 20222
McIlrath & Eck, LLC 220.01%0.11%0.21%Q2 2023Q3 20232
Novak Financial Planning, LLC 220.30%0.63%0.95%Q1 2021Q2 20212
OLD MISSION CAPITAL, LLC 110.05%0.06%0.07%Q4 2016Q4 20202
Argent Trust Co 220.03%0.03%0.03%Q2 2023Q3 20232
Karp Capital Management Corp 110.04%0.05%0.06%Q2 2021Q2 20222
Financial Enhancement Group LLC 220.01%0.01%0.01%Q1 2019Q2 20192
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
F3Logic, LLC 220.23%0.31%0.38%Q1 2018Q2 20182
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
First Trust Direct Indexing L.P. 220.07%0.07%0.07%Q2 2023Q3 20232
WOLFF WIESE MAGANA LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Dixon Hughes Goodman Wealth Advisors LLC 220.19%0.22%0.25%Q4 2021Q1 20222
Beacon Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Fortis Group Advisors, LLC 110.00%0.07%0.14%Q3 2020Q3 20232
Holistic Financial Partners 112.24%2.24%2.24%Q1 2019Q1 20191
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2022Q1 20221
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
TFO Wealth Partners, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
American Financial Network Advisory Services LLC 111.35%1.35%1.35%Q3 2019Q3 20191
Y-Intercept (Hong Kong) Ltd 110.08%0.08%0.08%Q3 2022Q3 20221
WELCH & FORBES LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Birchcreek Wealth Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Paragon Advisors, LLC 110.40%0.40%0.40%Q4 2019Q4 20191
Stearns Financial Services Group 110.02%0.02%0.02%Q1 2020Q1 20201
Burleson & Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Ground Swell Capital, LLC 110.09%0.09%0.09%Q3 2014Q3 20141
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
Strategic Wealth Investment Group, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Hibernia Wealth Partners, LLC 110.63%0.63%0.63%Q3 2023Q3 20231
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CBIZ Investment Advisory Services, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Verus Financial Partners, Inc. 110.10%0.10%0.10%Q2 2013Q2 20131
MAI Capital Management 110.00%0.00%0.00%Q2 2023Q2 20231
Safeguard Financial, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
ACT Advisors, LLC. 111.36%1.36%1.36%Q3 2023Q3 20231
V Wealth Advisors LLC 110.08%0.08%0.08%Q2 2022Q2 20221
US FINANCIAL ADVISORS, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Insight Wealth Strategies, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Austin Wealth Management, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Insight Folios Inc 110.24%0.24%0.24%Q2 2021Q2 20211
Rossmore Private Capital 110.14%0.14%0.14%Q4 2018Q4 20181
EA Series Trust 110.16%0.16%0.16%Q2 2023Q2 20231
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Square, LLC 110.84%0.84%0.84%Q4 2019Q4 20191
Black Swift Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Peak Financial Management, Inc. 110.12%0.12%0.12%Q2 2023Q2 20231
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Badgley Phelps Wealth Managers, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Arbor Investment Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Lakewood Asset Management LLC 110.06%0.06%0.06%Q4 2022Q4 20221
ODonnell Financial Services, LLC 111.65%1.65%1.65%Q3 2021Q3 20211
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
First Personal Financial Services 110.01%0.01%0.01%Q1 2023Q1 20231
Garde Capital, Inc. 110.04%0.04%0.04%Q2 2022Q2 20221
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Connectus Wealth, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
MCDONALD PARTNERS LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Evanson Asset Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Grant Street Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.02%0.02%0.02%Q3 2023Q3 20231
FIDELITY D & D BANCORP INC 118.27%8.27%8.27%Q3 2023Q3 20231
FRONTIER INVESTMENT MGMT CO 110.03%0.03%0.03%Q1 2015Q1 20151
ISLAY CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Morton Brown Family Wealth, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
TIAA TRUST, NATIONAL ASSOCIATION 111.37%1.37%1.37%Q3 2023Q3 20231
SII INVESTMENTS INC/WI 110.02%0.02%0.02%Q1 2015Q1 20151
Wealth Quarterback LLC 113.26%3.26%3.26%Q3 2023Q3 20231
QUADRANT CAPITAL GROUP LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
JUNCTURE WEALTH STRATEGIES, LLC 110.19%0.19%0.19%Q2 2018Q2 20181
NORDEN GROUP LLC 110.41%0.41%0.41%Q3 2023Q3 20231
GENWORTH FINANCIAL INC 111.46%1.46%1.46%Q2 2013Q2 20131
Quantitative Investment Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
SOL Capital Management CO 110.31%0.31%0.31%Q3 2023Q3 20231
SYM FINANCIAL Corp 110.00%0.00%0.00%Q3 2023Q3 20231
First Allied Asset Management, Inc. 110.04%0.04%0.04%Q1 2015Q1 20151
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
TD Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RETIREMENT INCOME SOLUTIONS, INC 110.06%0.06%0.06%Q1 2022Q1 20221
High Falls Advisors, Inc 110.05%0.05%0.05%Q4 2021Q4 20211
Valley Brook Capital Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Accurate Wealth Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Executive Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Paloma Partners Management Co 110.01%0.01%0.01%Q1 2020Q1 20201
Summit X, LLC 110.26%0.26%0.26%Q3 2022Q3 20221
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
PACIFIC FINANCIAL GROUP INC 110.14%0.14%0.14%Q3 2021Q3 20211
RETIREMENT CAPITAL STRATEGIES 110.17%0.17%0.17%Q3 2018Q3 20181
Tidal Investments LLC 113.67%3.67%3.67%Q1 2020Q1 20201
WEALTHCARE CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Acorn Wealth Advisors, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Angeles Investment Advisors, LLC 112.64%2.64%2.64%Q2 2020Q2 20201
Curi Wealth Management, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Lloyd Advisory Services, LLC. 110.41%0.41%0.41%Q3 2023Q3 20231
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Advisors Preferred, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Eaton Financial Holdings Company, LLC 110.23%0.23%0.23%Q4 2022Q4 20221
D. SCOTT NEAL, INC. 110.79%0.79%0.79%Q2 2018Q2 20181
JOURNEY STRATEGIC WEALTH LLC 110.03%0.03%0.03%Q2 2022Q2 20221
INVENIO WEALTH PARTNERS LLC 115.20%5.20%5.20%Q3 2023Q3 20231
Asset Dedication, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
FINANCIAL COUNSELORS INC 110.02%0.02%0.02%Q2 2014Q2 20141
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
Farmer Steven Patrick 110.42%0.42%0.42%Q2 2022Q2 20221
Ignite Planners, LLC 110.76%0.76%0.76%Q3 2023Q3 20231
L.M. KOHN & COMPANY 110.21%0.21%0.21%Q1 2022Q1 20221
TRADITION CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Redwood Investment Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
RGT Wealth Advisors, LLC 110.28%0.28%0.28%Q3 2022Q3 20221
CSat Investment Advisory, L.P. 112.63%2.63%2.63%Q1 2020Q1 20201
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Stratford Consulting, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Paulson Wealth Management Inc. 110.20%0.20%0.20%Q3 2019Q3 20191
Single Point Partners, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
KerberRose Wealth Management, LLC 110.85%0.85%0.85%Q2 2022Q2 20221
DESTINY CAPITAL SECURITIES CORPORATION 110.68%0.68%0.68%Q3 2023Q3 20231
MCIA Inc 110.10%0.10%0.10%Q4 2021Q4 20211
Vise Technologies, Inc. 110.09%0.09%0.09%Q3 2022Q3 20221
EXENCIAL WEALTH ADVISORS, LLC 110.03%0.03%0.03%Q1 2013Q1 20131
Squarepoint Ops LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PERSONAL FINANCIAL CONSULTANTS INC /ADV 111.57%1.57%1.57%Q4 2018Q4 20181
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q2 2022Q2 20221
J Arnold Wealth Management Co 110.23%0.23%0.23%Q4 2019Q4 20191
Golden State Equity Partners 110.07%0.07%0.07%Q3 2023Q3 20231
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.40%0.40%0.40%Q1 2022Q1 20221
Verition Fund Management LLC 110.03%0.03%0.03%Q3 2016Q3 20161
Cavalier Investments, LLC 111.06%1.06%1.06%Q2 2021Q2 20211
FinTrust Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TUDOR INVESTMENT CORP ET AL 110.00%0.00%0.00%Q1 2023Q1 20231
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2019Q1 20191
Laidlaw Wealth Management LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Evercore Wealth Management, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Masso Torrence Wealth Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Guardian Wealth Advisors, LLC 110.57%0.57%0.57%Q1 2021Q1 20211
IFG Advisory, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Davidson Capital Management Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
Brand Asset Management Group, Inc. 110.06%0.06%0.06%Q2 2019Q2 20191
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Cable Hill Partners, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
MISSION WEALTH MANAGEMENT, LP 110.01%0.01%0.01%Q2 2023Q2 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
SIENA CAPITAL LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Permit Capital Advisors, LLC 110.66%0.66%0.66%Q1 2022Q1 20221
Financial Consulate Inc. 110.96%0.96%0.96%Q2 2021Q2 20211
Joseph Group Capital Management 110.00%0.00%0.00%Q1 2022Q1 20221
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
North Star Investment Management Corp. 110.00%0.00%0.00%Q3 2022Q3 20221
Wayfinding Financial, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
DRW SECURITIES, L.L.C. 110.06%0.06%0.06%Q3 2022Q3 20221
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Weatherstone Capital Management 110.40%0.40%0.40%Q4 2018Q4 20181
HNP Capital LLC 110.07%0.07%0.07%Q1 2020Q1 20201
OKABENA INVESTMENT SERVICES INC 110.00%0.00%0.00%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.20%0.20%0.20%Q3 2023Q3 20231
American Institute for Advanced Investment Management, LLP 110.20%0.20%0.20%Q2 2022Q2 20221
Bangor Savings Bank 110.00%0.00%0.00%Q3 2023Q3 20231
MBL Wealth, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q2 2021Q2 20211
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Cascadia Advisory Services, LLC 110.31%0.31%0.31%Q4 2019Q4 20191
TFG Advisers LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Tri-Star Advisors Inc. 110.09%0.09%0.09%Q3 2021Q3 20211
IMA Wealth, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Founders Financial Alliance, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 110.25%0.25%0.25%Q4 2021Q4 20211
Engrave Wealth Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Sandy Spring Bank 110.00%0.00%0.00%Q2 2023Q2 20231
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Johnson Midwest Financial, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Summit Trail Advisors, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Waterloo Capital, L.P. 112.04%2.04%2.04%Q1 2020Q1 20201
FSC Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Anfield Capital Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
TRIAD FINANCIAL ADVISORS, INC. 110.18%0.18%0.18%Q4 2021Q4 20211
Corbenic Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Sovereign Financial Group, Inc. 110.11%0.11%0.11%Q4 2022Q4 20221
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.