SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Freedom Investment Management, Inc. 43430.03%0.13%0.26%Q1 2013Q3 202343
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.08%0.14%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.08%0.23%0.46%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.04%0.09%0.21%Q2 2013Q3 202342
ASSETMARK, INC 41410.05%0.14%0.30%Q3 2013Q3 202341
ROYAL BANK OF CANADA 41410.00%0.00%0.01%Q3 2013Q3 202341
GLENMEDE TRUST CO NA 21200.00%0.00%0.00%Q2 2013Q3 202341
HUNTINGTON NATIONAL BANK 3610.00%0.00%0.01%Q4 2013Q3 202339
CITIGROUP INC 3630.00%0.00%0.01%Q2 2013Q1 202339
EisnerAmper Wealth Management Corporate Benefits, LLC 37371.02%1.61%2.34%Q4 2014Q4 202337
ENVESTNET ASSET MANAGEMENT INC 3510.00%0.01%0.12%Q2 2013Q3 202337
Courage Miller Partners, LLC 3610.37%0.61%2.03%Q2 2014Q3 202337
SIGNATUREFD, LLC 23140.00%0.01%0.02%Q2 2013Q3 202337
Atlas Brown,Inc. 37370.11%0.33%0.53%Q3 2014Q3 202337
Capital Directions Investment Advisors, LLC 2076.97%9.66%14.68%Q2 2013Q4 202237
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
COLONY GROUP LLC 2510.00%0.04%0.12%Q4 2013Q3 202335
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 3210.00%0.02%0.06%Q2 2013Q3 202334
Creative Planning 2230.00%0.00%0.01%Q3 2014Q3 202333
Cetera Advisors LLC 1410.01%0.09%0.36%Q2 2013Q3 202333
Parkside Financial Bank & Trust 33330.00%0.02%0.04%Q3 2015Q3 202333
Krilogy Financial LLC 33331.51%2.37%5.72%Q3 2015Q3 202333
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q2 2013Q3 202333
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 32320.07%1.17%2.19%Q4 2015Q3 202332
Sigma Planning Corp 3020.02%0.03%0.04%Q1 2015Q3 202332
One Capital Management, LLC 3110.01%0.14%0.28%Q3 2014Q3 202332
Private Advisor Group, LLC 3110.00%0.03%0.10%Q3 2014Q3 202332
AMERIPRISE FINANCIAL INC 3110.00%0.01%0.02%Q3 2013Q3 202332
Corrigan Financial, Inc. 32320.48%0.96%1.62%Q4 2015Q3 202332
GHP Investment Advisors, Inc. 32320.10%0.91%1.31%Q4 2015Q3 202332
Sutton Wealth Advisors Inc. 31310.04%0.05%0.07%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.08%0.38%Q4 2015Q3 202331
Raymond James Financial Services Advisors, Inc. 17140.01%0.03%0.06%Q4 2015Q3 202331
US BANCORP \DE\ 31310.00%0.00%0.01%Q1 2016Q3 202331
Cambridge Investment Research Advisors, Inc. 21100.01%0.08%0.18%Q4 2015Q3 202331
RAYMOND JAMES & ASSOCIATES 31310.00%0.00%0.00%Q1 2016Q3 202331
Tiller Private Wealth, Inc. 31310.26%2.83%7.30%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.04%0.13%Q1 2016Q3 202331
FAS Wealth Partners, Inc. 30301.53%4.48%7.36%Q2 2016Q3 202330
Plante Moran Financial Advisors, LLC 30300.00%0.03%0.06%Q2 2016Q3 202330
BlackRock Inc. 30300.00%0.00%0.00%Q4 2015Q1 202330
BerganKDV Wealth Management, LLC 30300.00%0.19%1.67%Q1 2016Q2 202330
Stratos Wealth Partners, LTD. 29290.01%0.03%0.10%Q3 2016Q3 202329
NEXT Financial Group, Inc 16130.00%0.03%0.08%Q3 2014Q4 202129
Tradewinds Capital Management, LLC 1640.00%1.97%7.60%Q4 2013Q1 202229
Cetera Advisor Networks LLC 2610.01%0.05%0.12%Q4 2015Q3 202329
Marietta Wealth Management, LLC 28280.51%1.17%2.32%Q4 2016Q3 202328
Advisory Services Network, LLC 1310.00%0.01%0.10%Q4 2014Q3 202328
REILLY FINANCIAL ADVISORS, LLC 28280.01%0.06%0.09%Q1 2015Q4 202128
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.01%0.36%2.51%Q4 2016Q3 202328
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2350.00%0.02%0.03%Q2 2015Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.06%0.14%0.31%Q4 2016Q3 202328
McAdam, LLC 28280.45%0.79%1.05%Q4 2016Q3 202328
Jentner Corp 28280.18%0.27%0.42%Q4 2016Q3 202328
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2310.00%0.01%0.03%Q3 2015Q3 202328
Avantax Planning Partners, Inc. 28280.15%1.11%2.99%Q4 2016Q3 202328
Janney Montgomery Scott LLC 27270.00%0.02%0.04%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.02%0.20%0.59%Q4 2016Q3 202327
Financial Engines Advisors L.L.C. 27270.22%1.51%12.44%Q1 2017Q3 202327
First Command Bank 27270.01%0.08%0.22%Q4 2016Q2 202327
Bank of New York Mellon Corp 27270.00%0.00%0.00%Q2 2016Q4 202227
First Command Financial Services, Inc. 27270.01%0.07%0.22%Q4 2016Q2 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.08%Q2 2013Q4 201927
M&R CAPITAL MANAGEMENT INC 26260.00%0.00%0.01%Q3 2017Q4 202326
IHT Wealth Management, LLC 13130.01%0.19%1.03%Q4 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.02%0.04%0.07%Q2 2017Q3 202326
STIFEL FINANCIAL CORP 26260.00%0.03%0.07%Q2 2017Q3 202326
Citadel Advisors 710.00%0.00%0.01%Q1 2015Q3 202326
Mariner, LLC 2410.00%0.19%0.53%Q3 2016Q3 202325
CWM, LLC 1780.00%0.01%0.01%Q2 2017Q3 202325
Jackson, Grant Investment Advisers, Inc. 25250.07%0.15%0.44%Q3 2017Q3 202325
FIRST NATIONAL TRUST CO 24240.08%0.48%0.81%Q4 2017Q3 202324
GIRARD PARTNERS LTD. 24240.08%0.17%0.22%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.05%0.10%Q4 2017Q3 202324
Diligent Investors, LLC 24240.38%0.55%0.70%Q4 2017Q3 202324
JPMORGAN CHASE & CO 2310.00%0.00%0.00%Q1 2016Q3 202324
AdvisorNet Financial, Inc 24240.01%0.04%0.11%Q4 2017Q3 202324
Valmark Advisers, Inc. 24240.00%0.06%0.18%Q4 2015Q3 202124
Carmichael Hill & Associates, Inc. 24240.17%0.32%0.56%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.05%0.11%0.41%Q4 2017Q3 202324
Tower Research Capital LLC (TRC) 2310.00%0.05%0.27%Q1 2014Q3 202324
First Heartland Consultants, Inc. 24240.03%0.32%1.13%Q4 2017Q3 202324
SIGNET FINANCIAL MANAGEMENT, LLC 24240.06%1.03%2.79%Q4 2017Q3 202324
WRAPMANAGER INC 24240.09%0.25%0.36%Q4 2017Q3 202324
JANE STREET GROUP, LLC 610.00%0.01%0.07%Q1 2014Q4 202223
TRUST CO OF VERMONT 22220.00%0.00%0.00%Q2 2015Q3 202022
Financial Advocates Investment Management 1660.03%0.12%0.25%Q4 2017Q3 202322
LexAurum Advisors, LLC 22220.10%0.19%0.48%Q2 2018Q3 202322
Meridian Wealth Management, LLC 1510.02%0.18%0.56%Q4 2016Q3 202322
PRUDENTIAL PLC 22220.00%0.01%0.01%Q2 2018Q3 202322
Cetera Investment Advisers 22220.00%0.04%0.09%Q4 2017Q1 202322
Stillwater Capital Advisors, LLC 22220.18%0.34%0.47%Q2 2018Q3 202322
CENTAURUS FINANCIAL, INC. 1390.01%0.04%0.11%Q4 2017Q2 202322
Probity Advisors, Inc. 1220.14%0.51%0.57%Q4 2017Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 1930.02%0.05%0.09%Q3 2017Q3 202322
MACROVIEW INVESTMENT MANAGEMENT LLC 22220.00%0.04%0.31%Q2 2018Q3 202322
Occidental Asset Management, LLC 21210.12%0.15%0.21%Q3 2018Q3 202321
MYCIO WEALTH PARTNERS, LLC 1470.00%0.01%0.03%Q2 2013Q4 201921
Avior Wealth Management, LLC 21210.01%0.13%0.48%Q3 2018Q3 202321
WALLER FINANCIAL PLANNING GROUP, INC 21211.02%1.76%3.05%Q4 2018Q4 202321
Winslow, Evans & Crocker, Inc. 21210.00%0.02%0.05%Q4 2015Q4 202021
Citizens Business Bank 21210.04%0.20%0.34%Q4 2012Q4 201721
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.08%0.22%Q3 2018Q3 202321
Steward Partners Investment Advisory, LLC 910.00%0.01%0.06%Q4 2017Q3 202321
Voya Financial Advisors, Inc. 21210.01%0.09%0.32%Q1 2016Q1 202121
McIlrath & Eck, LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
BURNEY CO/ 21210.05%0.11%0.14%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Vantage Investment Advisors, LLC 20200.00%0.68%5.15%Q4 2013Q3 201820
Kingsview Wealth Management, LLC 1460.05%0.19%0.41%Q3 2018Q3 202320
Princeton Global Asset Management LLC 20200.01%0.05%0.21%Q4 2018Q3 202320
SAGE FINANCIAL GROUP INC 20200.13%0.26%0.49%Q4 2018Q3 202320
MATHER GROUP, LLC. 20200.07%0.15%0.26%Q4 2018Q3 202320
Klingman & Associates, LLC 20200.07%0.93%1.37%Q4 2018Q3 202320
Larson Financial Group LLC 20200.01%0.08%0.20%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.01%0.02%0.07%Q4 2018Q3 202320
NewEdge Advisors, LLC 1640.00%0.06%0.22%Q1 2018Q3 202320
ERn Financial, LLC 20200.49%1.10%2.20%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20200.31%1.87%4.43%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.45%0.66%1.04%Q4 2018Q3 202320
SHAKESPEARE WEALTH MANAGEMENT, INC. 20200.41%2.31%3.31%Q4 2018Q3 202320
Centerpoint Advisors, LLC 20200.11%1.76%6.29%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.07%0.54%Q1 2018Q3 202320
Asset Dedication, LLC 20200.07%0.14%0.21%Q4 2018Q3 202320
ArchPoint Investors 1730.00%0.00%0.01%Q4 2015Q1 202120
Corbenic Partners LLC 1910.00%0.03%0.05%Q2 2013Q1 202020
Laurel Wealth Advisors LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.29%0.64%0.95%Q4 2018Q3 202320
GOLDMAN SACHS GROUP INC 1910.00%0.00%0.00%Q3 2018Q3 202320
Capital Analysts, LLC 20200.00%0.03%0.06%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.00%0.60%1.02%Q4 2018Q3 202320
Total Wealth Planning, LLC 20200.22%0.45%0.70%Q4 2018Q3 202320
Snowden Capital Advisors LLC 1280.03%0.05%0.07%Q3 2018Q3 202320
American Portfolios Advisors 20200.03%0.05%0.06%Q4 2017Q3 202220
TSFG, LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
Private Ocean, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
Veritable, L.P. 19190.01%0.03%0.05%Q4 2018Q2 202319
AE Wealth Management LLC 19190.07%0.12%0.25%Q1 2019Q3 202319
Beacon Pointe Advisors, LLC 19190.01%0.11%0.28%Q1 2019Q3 202319
Gladstone Institutional Advisory LLC 19190.12%0.32%0.75%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
FIFTH THIRD BANCORP 1220.00%0.00%0.00%Q2 2017Q3 202319
FINANCIAL CONSULATE, INC 19191.26%3.50%8.85%Q1 2019Q3 202319
Investors Research Corp 19190.00%0.33%0.52%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.01%0.04%Q1 2019Q3 202319
BALDWIN BROTHERS LLC/MA 18180.00%0.01%0.01%Q3 2019Q4 202318
Commonwealth Equity Services, Inc 18180.01%0.03%0.05%Q2 2013Q3 201718
WealthShield Partners, LLC 1010.00%0.24%0.63%Q2 2018Q3 202318
TCI Wealth Advisors, Inc. 1260.00%0.01%0.05%Q4 2017Q1 202318
CAHILL FINANCIAL ADVISORS INC 18180.10%0.30%0.40%Q2 2019Q3 202318
MONETA GROUP INVESTMENT ADVISORS LLC 18180.09%0.14%0.22%Q2 2019Q3 202318
Founders Capital Management 1310.00%0.01%0.02%Q4 2018Q4 202318
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
Redwood Investment Management, LLC 1350.26%1.75%5.73%Q4 2018Q3 202318
BANK OF MONTREAL /CAN/ 920.00%0.00%0.00%Q1 2014Q3 202318
NorthRock Partners, LLC 17171.03%3.09%4.07%Q3 2019Q3 202317
Foster Victor Wealth Advisors, LLC 1520.08%0.18%0.31%Q4 2018Q3 202317
Bedel Financial Consulting, Inc. 17170.01%0.02%0.03%Q1 2018Q1 202217
Cerity Partners LLC 17170.00%0.04%0.14%Q2 2019Q2 202317
GREAT VALLEY ADVISOR GROUP, INC. 1430.03%0.09%0.23%Q2 2019Q3 202317
Baltimore-Washington Financial Advisors, Inc. 1430.02%0.07%0.11%Q1 2015Q3 202317
Global Wealth Management Investment Advisory, Inc. 1520.00%0.00%0.00%Q4 2018Q3 202317
Measured Wealth Private Client Group, LLC 17170.17%0.41%0.88%Q3 2019Q3 202317
Bristlecone Advisors, LLC 16160.06%0.16%0.22%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 16160.00%0.00%0.03%Q4 2019Q3 202316
Foresight Wealth Management, LLC 16160.02%0.39%0.74%Q4 2018Q3 202216
Harborview Advisors, LLC 16161.89%2.58%3.47%Q4 2017Q3 202116
Parallel Advisors, LLC 880.00%0.00%0.01%Q3 2018Q3 202216
JNBA Financial Advisors 1510.02%0.20%0.76%Q3 2016Q3 202316
BENJAMIN F. EDWARDS & COMPANY, INC. 1420.00%0.84%1.26%Q3 2016Q3 202316
Integrated Advisors Network LLC 16160.03%0.05%0.07%Q4 2019Q3 202316
FLPUTNAM INVESTMENT MANAGEMENT CO 16160.01%0.03%0.06%Q3 2019Q2 202316
BALLAST ADVISORS LLC 16160.03%0.17%0.57%Q4 2019Q3 202316
Laidlaw Wealth Management LLC 16160.55%0.77%1.11%Q4 2019Q3 202316
Stratos Wealth Advisors, LLC 1310.02%0.16%0.61%Q1 2019Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.01%0.01%Q4 2019Q3 202316
Wealthcare Advisory Partners LLC 910.01%0.14%0.37%Q1 2018Q3 202316
Faithward Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
SRS Capital Advisors, Inc. 1060.00%0.00%0.00%Q3 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.00%0.01%0.04%Q4 2019Q3 202316
HBC Financial Services, PLLC 16160.09%0.10%0.12%Q4 2019Q3 202316
PFG Private Wealth Management, LLC 16160.00%0.35%0.88%Q4 2019Q3 202316
Savant Capital, LLC 16160.07%0.25%0.86%Q4 2019Q3 202316
Clarus Wealth Advisors 16162.27%6.19%9.85%Q1 2019Q4 202216
Connecticut Wealth Management, LLC 1110.21%0.63%1.32%Q2 2019Q3 202316
Invst, LLC 16160.05%5.58%10.26%Q2 2017Q1 202116
Financial Strategies Group, Inc. 16161.44%1.68%1.82%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.05%0.13%0.24%Q4 2019Q3 202316
Sound Income Strategies, LLC 810.00%0.01%0.02%Q3 2018Q3 202316
ARROW FINANCIAL CORP 16160.03%0.03%0.03%Q4 2013Q3 201716
IAG Wealth Partners, LLC 1050.00%0.06%0.43%Q4 2019Q3 202315
PFG Advisors 15150.03%0.24%0.59%Q2 2018Q4 202115
Windsor Wealth Management, Inc. 15150.14%0.32%0.72%Q1 2020Q3 202315
ERTS Wealth Advisors, LLC 15152.94%3.92%5.48%Q1 2020Q3 202315
OPTIMUM INVESTMENT ADVISORS 870.00%0.02%0.03%Q3 2013Q4 201915
Clearwater Capital Advisors, LLC 15150.04%0.09%0.13%Q2 2016Q4 201915
PACIFIC SUN FINANCIAL CORP 612.53%3.07%4.11%Q1 2018Q2 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.04%Q1 2020Q3 202315
Texas Yale Capital Corp. 1410.02%0.02%0.02%Q4 2019Q3 202315
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 1321.90%2.60%3.30%Q4 2018Q3 202315
Visionary Wealth Advisors 15150.07%0.14%0.29%Q1 2020Q3 202315
CONFLUENCE INVESTMENT MANAGEMENT LLC 15150.09%0.15%0.19%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.08%Q2 2016Q4 201915
MSI Financial Services Inc 15150.02%0.03%0.08%Q2 2013Q4 201615
Baird Financial Group, Inc. 15150.01%0.01%0.02%Q1 2020Q3 202315
Gradient Investments LLC 1320.00%0.00%0.00%Q4 2018Q3 202315
Palisades Hudson Asset Management, L.P. 15150.51%0.72%0.79%Q1 2020Q3 202315
Capital Advisory Group Advisory Services, LLC 1220.00%0.00%0.00%Q4 2018Q2 202214
Financial Architects, Inc 1130.00%0.01%0.02%Q2 2014Q1 202014
Waldron Private Wealth LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
BENJAMIN EDWARDS INC 14140.18%0.32%0.58%Q2 2020Q3 202314
TOBIAS FINANCIAL ADVISORS, INC. 710.12%0.49%0.59%Q4 2019Q3 202314
HENGEHOLD CAPITAL MANAGEMENT LLC 14140.09%1.78%2.91%Q3 2016Q4 201914
DROMS STRAUSS ADVISORS INC /MO/ /ADV 950.10%0.50%3.55%Q4 2018Q3 202314
Retirement Group, LLC 910.01%0.01%0.02%Q4 2019Q3 202314
Diversified Investment Strategies, LLC 14140.16%0.23%0.33%Q2 2020Q3 202314
Noven Financial Group, Inc. 1310.32%2.00%12.07%Q4 2013Q3 201814
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
AlphaStar Capital Management, LLC 1220.01%1.78%4.19%Q3 2017Q4 202114
EP Wealth Advisors, LLC 710.00%0.04%0.24%Q3 2013Q3 202314
SG Americas Securities, LLC 910.00%0.01%0.02%Q3 2013Q4 201814
Rosenberg Matthew Hamilton 14140.00%0.00%0.00%Q2 2020Q3 202314
AVANTAX ADVISORY SERVICES, INC. 520.00%0.02%0.06%Q4 2018Q3 202314
MANUFACTURERS LIFE INSURANCE COMPANY, THE 860.00%0.00%0.00%Q1 2015Q3 201814
Wealthspire Advisors, L.P. 14140.01%0.02%0.02%Q4 2015Q1 201914
9258 Wealth Management, LLC 830.04%0.07%0.11%Q4 2019Q3 202314
B. Riley Wealth Advisors, Inc. 14140.05%0.50%0.63%Q2 2013Q3 201614
PEDDOCK CAPITAL ADVISORS, LLC 1110.02%0.02%0.02%Q3 2016Q4 202013
QUEST CAPITAL MANAGEMENT INC /ADV 13130.18%0.24%0.30%Q4 2018Q4 202113
Santori & Peters, Inc. 1210.03%0.22%0.26%Q4 2017Q1 202213
TIAA, FSB 13130.01%0.02%0.05%Q2 2020Q2 202313
Broadview Financial Management, LLC 13130.20%0.25%0.31%Q4 2017Q4 202013
Bison Wealth, LLC 1120.00%0.02%0.08%Q4 2019Q3 202313
StrategIQ Financial Group, LLC 850.02%0.07%0.11%Q1 2017Q1 202213
Moloney Securities Asset Management, LLC 1210.05%0.08%0.13%Q2 2019Q3 202313
YHB Investment Advisors, Inc. 13130.05%0.09%0.14%Q3 2020Q3 202313
Atria Investments, Inc 1030.01%0.08%0.31%Q4 2016Q1 202013
Westside Investment Management, Inc. 1010.00%0.00%0.00%Q2 2019Q3 202313
Joel Isaacson & Co., LLC 1210.00%0.03%0.06%Q4 2012Q4 201613
BLAIR WILLIAM & CO/IL 710.00%0.00%0.00%Q2 2018Q3 202313
Starfire Investment Advisers, Inc. 1030.10%0.13%0.22%Q1 2017Q2 202013
Kestra Advisory Services, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
FinTrust Capital Advisors, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Rockefeller Capital Management L.P. 940.00%0.00%0.00%Q2 2019Q4 202213
Key FInancial Inc 1210.03%0.93%1.52%Q1 2020Q3 202313
MBM Wealth Consultants, LLC 12120.00%0.06%0.11%Q2 2020Q1 202312
OneDigital Investment Advisors LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
Rodgers & Associates, LTD 12123.15%3.65%4.26%Q4 2020Q3 202312
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.01%0.02%Q3 2017Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.15%0.20%0.38%Q4 2020Q3 202312
Wagner Wealth Management, LLC 840.00%0.06%0.18%Q4 2017Q3 202212
Iron Horse Wealth Management, LLC 12120.02%0.05%0.08%Q4 2020Q3 202312
Advisor OS, LLC 1110.10%0.50%1.11%Q2 2020Q3 202312
KWB Wealth 12122.45%2.92%3.38%Q4 2020Q3 202312
Regal Investment Advisors LLC 12120.00%0.07%0.10%Q1 2015Q4 201712
Tradition Wealth Management, LLC 12121.16%1.89%2.65%Q4 2020Q3 202312
Valeo Financial Advisors, LLC 840.00%0.00%0.01%Q3 2017Q1 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
TrueWealth Advisors, LLC 12120.09%0.17%0.32%Q4 2020Q3 202312
Good Life Advisors, LLC 910.02%0.13%0.29%Q4 2016Q3 202312
Barnett & Company, Inc. 12120.01%0.01%0.01%Q1 2016Q4 201812
Aurora Private Wealth, Inc. 12120.32%0.80%1.56%Q4 2019Q3 202212
Octavia Wealth Advisors, LLC 12121.45%2.20%2.55%Q4 2020Q3 202312
Asset Management Group, Inc. 12120.05%0.05%0.06%Q4 2020Q3 202312
Falcon Wealth Planning 12120.07%0.16%0.36%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 840.04%0.06%0.12%Q3 2020Q3 202312
First City Capital Management, Inc. 12120.31%0.35%0.38%Q4 2020Q3 202312
Centennial Wealth Advisory LLC 12120.19%0.39%0.49%Q4 2020Q3 202312
KINGS POINT CAPITAL MANAGEMENT 12120.01%0.01%0.01%Q3 2017Q2 202012
Financial Advisors Network, Inc. 1110.29%0.34%0.41%Q2 2020Q3 202312
McKinley Carter Wealth Services, Inc. 12120.02%0.06%0.13%Q4 2020Q3 202312
MADDEN SECURITIES Corp 1110.01%0.22%0.31%Q4 2019Q4 202212
10-15 ASSOCIATES, INC. 12120.25%0.42%0.69%Q1 2016Q4 201812
Financial Planning & Information Services, Inc. 11110.17%2.06%3.29%Q1 2021Q3 202311
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 11110.26%0.33%0.39%Q1 2021Q3 202311
55I, LLC 11110.01%0.05%0.08%Q1 2020Q3 202211
LBMC INVESTMENT ADVISORS, LLC 610.02%0.04%0.05%Q1 2017Q3 202311
Navalign, LLC 11110.57%0.74%1.18%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.09%0.14%Q1 2021Q3 202311
Essex Financial Services, Inc. 11110.03%0.05%0.06%Q1 2021Q3 202311
Western Wealth Management, LLC 830.03%0.03%0.04%Q4 2020Q3 202311
CT Financial Advisors LLC 1010.05%0.05%0.06%Q1 2014Q1 201711
Orion Capital Management LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
Trilogy Capital Inc. 810.04%0.13%0.76%Q2 2018Q3 202311
Salomon & Ludwin, LLC 830.01%0.03%0.04%Q3 2019Q3 202311
Koss-Olinger Consulting, LLC 11110.27%0.46%0.76%Q1 2021Q3 202311
BCGM Wealth Management, LLC 920.10%0.14%0.20%Q4 2020Q3 202311
LifePlan Financial Group, Inc 11110.05%0.28%0.36%Q1 2018Q3 202011
Certified Advisory Corp 11110.00%0.02%0.04%Q4 2017Q2 202011
Belpointe Asset Management LLC 1010.01%0.02%0.02%Q3 2018Q1 202311
WT Wealth Management 11110.10%0.17%0.26%Q3 2019Q1 202211
Bridgeworth, LLC 830.16%0.42%0.64%Q4 2016Q4 201911
Clearview Wealth Advisors LLC 11110.01%0.01%0.01%Q4 2020Q2 202311
People's United Financial, Inc. 610.00%0.04%0.21%Q1 2016Q1 202211
Realta Investment Advisors 830.01%0.05%0.08%Q1 2019Q3 202311
Ameritas Investment Company, LLC 920.04%0.21%0.37%Q4 2018Q3 202111
Mosaic Family Wealth, LLC 820.02%0.24%0.33%Q4 2018Q4 202110
FDx Advisors, Inc. 820.02%0.04%0.06%Q4 2016Q2 201910
TRUSTCORE FINANCIAL SERVICES, LLC 910.00%0.00%0.00%Q4 2017Q1 202210
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.68%1.35%1.69%Q4 2017Q1 202010
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10100.10%0.14%0.16%Q1 2017Q2 201910
Qube Research & Technologies Ltd 620.00%0.00%0.00%Q4 2020Q3 202310
LINCOLN NATIONAL CORP 10100.01%0.02%0.05%Q4 2020Q1 202310
Lindbrook Capital, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
MOTIVE WEALTH ADVISORS 10100.23%0.37%0.50%Q2 2021Q3 202310
CITY HOLDING CO 10100.00%0.00%0.00%Q1 2019Q2 202110
Blue Barn Wealth, LLC 10102.00%2.42%3.00%Q2 2021Q3 202310
PRIVATE TRUST CO NA 610.00%0.06%0.13%Q1 2013Q3 202310
Lloyd Advisory Services, LLC. 10100.02%0.04%0.06%Q4 2019Q1 202210
MCIA Inc 10103.41%4.84%6.65%Q2 2017Q3 201910
M&T BANK CORP 640.00%0.01%0.03%Q1 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.12%0.18%0.21%Q1 2021Q3 202310
Pinnacle Family Advisors, LLC 710.27%0.67%1.32%Q4 2016Q4 201910
Johnson Financial Group, Inc. 10100.00%0.00%0.00%Q1 2021Q2 202310
Atlas Private Wealth Management, LLC 10100.37%0.42%0.46%Q4 2019Q1 202210
Orin Green Financial, LLC 10100.12%0.14%0.19%Q2 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.00%Q3 2018Q2 202210
Chicago Partners Investment Group LLC 710.00%0.03%0.06%Q4 2017Q3 20239
GPS Wealth Strategies Group, LLC 630.00%0.00%0.01%Q2 2021Q3 20239
Summit Financial, LLC 990.04%0.04%0.05%Q3 2021Q3 20239
Transform Wealth, LLC 540.74%1.18%1.61%Q2 2016Q3 20189
Moisand Fitzgerald Tamayo, LLC 810.00%0.00%0.01%Q3 2017Q4 20199
Advisory Alpha, LLC 410.00%0.88%2.19%Q4 2017Q3 20209
Allworth Financial LP 990.00%0.01%0.03%Q3 2021Q3 20239
First Allied Advisory Services, Inc. 510.01%0.02%0.04%Q4 2015Q1 20209
Professional Financial Advisors, LLC 990.00%0.00%0.01%Q3 2020Q3 20229
Renaissance Technologies 410.00%0.00%0.00%Q4 2017Q3 20239
ACCURATE INVESTMENT SOLUTIONS, INC. 610.00%0.45%3.06%Q4 2015Q1 20209
Sowell Financial Services LLC 720.00%0.01%0.04%Q4 2018Q1 20219
Kozak & Associates, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
Harvest Investment Services, LLC 990.11%0.17%0.26%Q2 2020Q2 20229
Simplicity Solutions, LLC 990.08%0.16%0.27%Q4 2018Q4 20209
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 990.04%0.18%0.32%Q4 2019Q4 20219
NewFocus Financial Group, LLC 990.06%1.41%2.76%Q4 2018Q4 20209
Squar Milner Financial Services LLC 990.02%0.53%0.85%Q2 2018Q2 20209
Spectrum Management Group, LLC 630.01%0.98%6.08%Q2 2018Q3 20209
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 720.02%0.07%0.17%Q2 2020Q3 20239
Bogart Wealth, LLC 810.00%0.00%0.00%Q1 2019Q3 20239
MFA WEALTH ADVISORS, LLC 993.54%4.34%5.29%Q4 2017Q4 20199
Wellspring Financial Advisors, LLC 990.12%0.27%0.54%Q1 2020Q1 20229
CHEMICAL BANK 990.04%0.06%0.08%Q2 2017Q2 20199
CENTRAL TRUST Co 810.00%0.03%0.04%Q2 2017Q3 20239
CBIZ Investment Advisory Services, LLC 810.00%0.01%0.08%Q4 2019Q1 20229
YorkBridge Wealth Partners, LLC 990.01%0.01%0.01%Q2 2017Q2 20199
Ameritas Advisory Services, LLC 880.05%0.07%0.11%Q4 2021Q3 20238
Quent Capital, LLC 880.02%0.11%0.14%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Peterson Financial Group, Inc. 880.51%0.65%1.11%Q4 2021Q3 20238
Sandy Cove Advisors, LLC 880.24%0.40%0.56%Q4 2021Q3 20238
JONES FINANCIAL COMPANIES LLLP 620.00%0.00%0.00%Q1 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Eagle Strategies LLC 880.12%0.29%0.85%Q4 2021Q3 20238
WINTRUST INVESTMENTS LLC 880.14%0.16%0.21%Q1 2021Q4 20228
LOWERY THOMAS, LLC 880.23%0.30%0.48%Q4 2021Q3 20238
Arkadios Wealth Advisors 880.01%0.01%0.02%Q4 2019Q3 20218
Integrity Financial Corp /WA 880.08%0.22%0.34%Q4 2021Q3 20238
WIPFLI FINANCIAL ADVISORS LLC, 880.02%0.16%0.46%Q4 2020Q3 20228
Willingdon Wealth Management 880.01%0.01%0.01%Q2 2018Q1 20208
LTG Capital LLC 881.13%1.54%4.05%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 710.00%0.05%0.15%Q4 2016Q4 20218
Barden Capital Management, Inc. 881.62%1.88%1.97%Q4 2021Q3 20238
INSPIRION WEALTH ADVISORS, LLC 880.04%0.14%0.19%Q4 2021Q3 20238
DEUTSCHE BANK AG\ 620.00%0.00%0.00%Q2 2014Q2 20218
RE Dickinson Investment Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Smithfield Trust Co 880.00%0.00%0.00%Q1 2017Q4 20188
AIRE ADVISORS, LLC 884.12%4.43%4.79%Q4 2021Q3 20238
SUNTRUST BANKS INC 880.02%0.02%0.02%Q4 2017Q3 20198
Paladin Advisory Group, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 881.61%1.94%2.65%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
TAGStone Capital, Inc. 880.63%0.72%0.92%Q4 2021Q3 20238
MONECO Advisors, LLC 880.42%0.55%0.65%Q4 2021Q3 20238
Private Capital Group, LLC 880.00%0.00%0.00%Q2 2020Q1 20228
Fingerlakes Wealth Management, Inc. 880.47%0.53%0.60%Q4 2021Q3 20238
Prime Capital Investment Advisors, LLC 880.01%0.13%0.31%Q2 2019Q1 20218
Brookstone Capital Management 430.01%0.01%0.01%Q2 2021Q3 20237
Capstone Triton Financial Group, LLC 770.11%0.20%0.53%Q4 2020Q2 20227
American Money Management, LLC 610.05%0.06%0.07%Q3 2021Q2 20237
ATHERTON LANE ADVISERS, LLC 770.05%0.05%0.06%Q2 2014Q4 20157
Capital Asset Advisory Services LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Baystate Wealth Management LLC 770.00%0.00%0.00%Q1 2022Q3 20237
OLD MISSION CAPITAL LLC 410.01%0.04%0.14%Q1 2021Q3 20237
USCA RIA LLC 770.04%0.22%0.41%Q2 2017Q4 20187
NEW ENGLAND SECURITIES CORP /MA/ 770.15%0.28%0.33%Q2 2013Q4 20147
Laraway Financial Advisors Inc 770.38%0.39%0.39%Q1 2022Q3 20237
Royal Fund Management, LLC 770.01%0.66%1.66%Q4 2017Q2 20197
Towerpoint Wealth, LLC 770.16%0.25%0.28%Q1 2022Q3 20237
Cornerstone Wealth Management, LLC 410.01%0.19%0.81%Q1 2016Q3 20187
COMERICA BANK 610.00%0.01%0.01%Q2 2013Q3 20237
D.A. DAVIDSON & CO. 610.00%0.02%0.02%Q2 2017Q3 20237
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.01%0.01%0.02%Q3 2020Q3 20237
Strategies Wealth Advisors, LLC 430.59%0.76%0.94%Q4 2021Q3 20237
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.02%0.03%0.08%Q1 2021Q4 20227
Executive Wealth Management, LLC 310.00%0.26%0.75%Q4 2018Q3 20227
Charter Oak Capital Management, LLC 770.02%0.03%0.03%Q4 2020Q2 20227
Institute for Wealth Management, LLC. 770.06%0.08%0.09%Q4 2018Q2 20207
Diversified, LLC 770.99%1.90%2.58%Q1 2022Q3 20237
Hudson Portfolio Management LLC 770.21%0.34%0.41%Q1 2022Q3 20237
JFS WEALTH ADVISORS, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Avion Wealth 610.00%0.00%0.00%Q1 2020Q3 20237
INVESTMENT CENTERS OF AMERICA INC 770.03%0.07%0.18%Q1 2016Q3 20177
THRIVENT FINANCIAL FOR LUTHERANS 430.00%0.01%0.01%Q1 2019Q3 20237
FirstPurpose Wealth LLC 610.14%0.16%0.19%Q4 2021Q3 20237
Ledge Wealth Management, Inc. 771.28%1.61%2.85%Q1 2022Q3 20237
Smart Money Group LLC 770.47%1.13%1.60%Q1 2018Q3 20197
DENVER WEALTH MANAGEMENT, INC. 611.73%4.43%5.57%Q1 2021Q3 20237
TCF National Bank 770.04%0.05%0.06%Q3 2019Q1 20217
Twelve Points Wealth Management LLC 770.23%0.76%1.22%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.02%0.03%Q1 2022Q3 20237
WCG Wealth Advisors LLC 660.12%1.47%1.95%Q2 2022Q3 20237
Lansing Street Advisors 660.00%0.00%0.00%Q1 2022Q2 20236
American Trust 660.04%0.05%0.06%Q1 2022Q2 20236
Everhart Financial Group, Inc. 420.15%0.18%0.25%Q4 2021Q3 20236
B. Riley Wealth Management, Inc. 660.02%0.02%0.03%Q1 2014Q2 20156
NWK Group, Inc. 660.01%0.01%0.02%Q4 2019Q1 20216
Sugarloaf Wealth Management, LLC 660.00%0.65%1.97%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
Koshinski Asset Management, Inc. 330.01%0.06%0.12%Q3 2018Q1 20226
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
NEW ENGLAND ASSET MANAGEMENT INC 660.00%0.00%0.01%Q2 2013Q3 20146
HBW ADVISORY SERVICES LLC 510.05%0.07%0.10%Q2 2020Q4 20216
Csenge Advisory Group 660.57%0.85%0.93%Q2 2022Q3 20236
Investors Capital Advisory Services 660.04%0.05%0.06%Q1 2015Q2 20166
WEBSTER BANK, N. A. 660.00%0.00%0.00%Q4 2017Q1 20196
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
FIRST MANHATTAN CO. LLC. 660.00%0.00%0.00%Q1 2022Q2 20236
TILIA FIDUCIARY PARTNERS, INC. 660.00%0.00%0.01%Q4 2021Q1 20236
Horizon Family Wealth, Inc. 660.52%0.81%0.92%Q4 2021Q1 20236
Fernwood Investment Management, LLC 510.10%0.12%0.13%Q2 2018Q4 20196
ProVise Management Group, LLC 310.06%0.14%0.22%Q4 2014Q3 20186
Freedman Financial Associates, Inc. 660.03%0.03%0.04%Q4 2020Q1 20226
Ballentine Partners, LLC 660.00%0.00%0.00%Q1 2016Q2 20176
Liberty Capital Management, Inc. 660.01%0.02%0.02%Q3 2016Q4 20176
ACAS, LLC 660.32%0.37%0.41%Q1 2021Q2 20226
Ackerman Capital Advisors, LLC 660.08%0.16%0.42%Q2 2022Q3 20236
Forbes Financial Planning, Inc. 666.75%7.20%7.70%Q2 2022Q3 20236
HEADINVEST, LLC 410.01%0.04%0.05%Q1 2021Q3 20235
PSI Advisors, LLC 410.00%0.01%0.05%Q4 2019Q3 20235
FINANCIAL COUNSELORS INC 550.01%0.01%0.01%Q3 2022Q3 20235
Ironwood Financial, llc 320.00%0.00%0.00%Q1 2015Q2 20165
Burt Wealth Advisors 550.00%0.00%0.00%Q3 2017Q3 20185
WILLNER & HELLER, LLC 551.49%1.66%1.74%Q4 2021Q4 20225
Smith Anglin Financial, LLC 550.30%0.48%1.08%Q4 2020Q4 20215
City State Bank 550.00%0.00%0.01%Q1 2022Q1 20235
WFG Advisors, LP 550.01%0.01%0.01%Q4 2013Q4 20145
Financial Enhancement Group LLC 410.00%1.42%1.88%Q1 2020Q3 20235
Burns Matteson Capital Management, LLC 550.15%0.17%0.21%Q1 2021Q1 20225
Stonebridge Capital Advisors LLC 550.00%0.00%0.00%Q1 2021Q1 20225
SEI INVESTMENTS CO 210.00%0.00%0.00%Q1 2017Q1 20195
NATIXIS 550.07%0.09%0.12%Q2 2017Q2 20185
Annex Advisory Services, LLC 550.02%0.02%0.02%Q1 2021Q1 20225
Fragasso Group Inc. 210.06%0.15%0.38%Q4 2018Q4 20235
Strategic Wealth Partners, Ltd. 550.00%0.39%1.91%Q3 2018Q3 20195
Hoover Financial Advisors, Inc. 550.00%0.01%0.01%Q2 2020Q2 20215
Keystone Financial Group 550.04%0.04%0.04%Q1 2021Q1 20225
Horizon Investments, LLC 320.00%2.22%6.16%Q2 2018Q3 20235
Beacon Pointe Wealth Advisors, LLC 550.10%0.13%0.15%Q4 2018Q4 20195
BARRETT & COMPANY, INC. 552.23%2.42%2.55%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.08%0.12%0.16%Q3 2021Q3 20225
Ulland Investment Advisors, LLC 550.03%0.16%0.50%Q4 2021Q4 20225
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
COLDSTREAM CAPITAL MANAGEMENT INC 550.02%0.03%0.06%Q4 2018Q4 20195
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Surevest, LLC 550.36%0.38%0.40%Q4 2018Q4 20195
Gerber Kawasaki Wealth & Investment Management 550.03%0.03%0.04%Q1 2021Q1 20225
Dynamic Advisor Solutions LLC 550.05%0.07%0.09%Q3 2018Q3 20195
Cerro Pacific Wealth Advisors LLC 550.53%0.93%2.04%Q1 2022Q1 20235
Goodwin Investment Advisory 550.00%0.00%0.01%Q2 2021Q2 20225
Cooper Financial Group 410.08%0.95%1.82%Q4 2018Q3 20235
VANCE WEALTH, INC. 440.21%0.27%0.34%Q4 2022Q3 20234
LEVEL FOUR ADVISORY SERVICES, LLC 440.02%0.11%0.35%Q4 2022Q3 20234
Park Place Capital Corp 440.01%0.01%0.01%Q4 2022Q3 20234
WealthTrust-Arizona, LLC 440.31%0.33%0.34%Q4 2015Q3 20164
Truvestments Capital LLC 310.01%0.01%0.02%Q3 2018Q3 20194
H. L. Ormond & Company, LLC 440.74%0.82%0.95%Q4 2021Q3 20224
Ten Capital Wealth Advisors, LLC 440.06%0.07%0.09%Q3 2020Q2 20214
Allegiance Financial Group Advisory Services LLC 440.17%0.21%0.28%Q4 2022Q3 20234
Wallace Advisory Group, LLC 440.32%0.32%0.32%Q4 2022Q3 20234
Pinnacle Wealth Management Advisory Group, LLC 440.11%0.13%0.17%Q4 2018Q3 20194
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Alliance Wealth Advisors, LLC /UT 440.10%0.11%0.11%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 440.63%1.20%2.78%Q4 2022Q3 20234
CIBC Private Wealth Group, LLC 310.00%0.00%0.00%Q4 2017Q4 20184
BUCKINGHAM STRATEGIC PARTNERS, LLC 440.02%0.05%0.10%Q4 2021Q3 20224
HOLLENCREST CAPITAL MANAGEMENT 440.01%0.01%0.01%Q4 2022Q3 20234
HF Advisory Group, LLC 440.24%0.30%0.35%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
TMFS HOLDINGS LLC 448.41%11.49%13.69%Q3 2015Q2 20164
Whitegate Investment Counselors, Inc. 440.37%0.99%1.24%Q4 2022Q3 20234
Pinkerton Retirement Specialists, LLC 310.00%1.75%2.95%Q4 2017Q4 20184
Crescent Sterling, Ltd. 440.34%0.38%0.42%Q4 2022Q3 20234
J.P. Turner & Co Capital Mnagement, LLC 440.18%0.26%0.46%Q4 2014Q3 20154
JDM Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CX Institutional 440.06%0.15%0.20%Q1 2022Q4 20224
Vigilare Wealth Management 310.12%0.16%0.24%Q4 2020Q4 20214
QUADRANT CAPITAL GROUP LLC 310.00%0.00%0.00%Q4 2021Q4 20224
CoreCap Advisors, LLC 310.00%0.01%0.03%Q4 2021Q4 20224
MONEY CONCEPTS CAPITAL CORP 210.01%0.34%1.31%Q1 2021Q4 20224
TOMPKINS FINANCIAL CORP 440.00%0.00%0.00%Q1 2023Q4 20234
SVB WEALTH LLC 440.00%0.00%0.00%Q2 2020Q1 20214
STEVENS CAPITAL PARTNERS 440.38%0.40%0.46%Q4 2022Q3 20234
Sterling Financial Planning, Inc. 440.08%0.09%0.09%Q4 2020Q3 20214
Fiduciary Alliance LLC 440.14%0.15%0.16%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 440.04%0.12%0.18%Q4 2022Q3 20234
Curi Wealth Management, LLC 310.00%0.00%0.00%Q4 2020Q2 20224
RGT Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
BB&T SECURITIES, LLC 220.00%0.00%0.00%Q2 2018Q3 20194
Clear Creek Financial Management, LLC 310.05%0.10%0.12%Q2 2019Q2 20204
Hyperion Partners, LLC 440.26%0.28%0.30%Q4 2022Q3 20234
Horizon Investment Services, LLC 440.17%0.19%0.21%Q4 2022Q3 20234
DRIVE WEALTH MANAGEMENT, LLC 440.12%0.18%0.24%Q4 2022Q3 20234
Keystone Wealth Services, LLC 440.20%0.22%0.24%Q4 2022Q3 20234
SouthState Corp 220.03%0.04%0.04%Q3 2013Q3 20144
Kernodle & Katon Asset Management Group, LLC 440.01%0.01%0.01%Q4 2015Q3 20164
PINNACLE ASSOCIATES LTD 440.01%0.01%0.01%Q4 2018Q3 20194
InterOcean Capital Group, LLC 440.01%0.01%0.01%Q1 2021Q4 20214
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 440.01%0.02%0.03%Q2 2022Q1 20234
New England Capital Financial Advisors LLC 442.02%2.07%2.14%Q4 2022Q3 20234
SOA Wealth Advisors, LLC. 440.04%0.04%0.05%Q4 2022Q3 20234
First Horizon Advisors, Inc. 310.00%0.00%0.00%Q4 2019Q4 20214
Lucia Wealth Services, LLC 440.40%0.81%1.61%Q4 2017Q3 20184
Topel & Distasi Wealth Management, LLC 440.33%0.34%0.35%Q4 2022Q3 20234
Legacy Trust 440.07%0.07%0.08%Q4 2022Q3 20234
JUNCTURE WEALTH STRATEGIES, LLC 440.12%0.21%0.26%Q1 2018Q4 20184
Resurgent Financial Advisors LLC 440.05%0.07%0.08%Q4 2022Q3 20234
RDA Financial Network 440.20%0.26%0.33%Q1 2019Q4 20194
Kades & Cheifetz LLC 445.96%6.11%6.29%Q4 2022Q3 20234
Better Money Decisions, LLC 310.04%0.06%0.07%Q1 2021Q2 20224
Total Clarity Wealth Management, Inc. 210.00%0.33%1.31%Q4 2019Q2 20224
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.16%0.19%0.28%Q4 2022Q3 20234
Perigon Wealth Management, LLC 220.00%0.01%0.02%Q4 2016Q1 20184
Concorde Asset Management, LLC 440.42%0.45%0.46%Q3 2018Q2 20194
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
Argentus Capital Management, LLC 220.00%0.00%0.01%Q3 2015Q3 20164
Paragon Wealth Strategies, LLC 210.11%0.17%0.23%Q4 2018Q4 20193
Ground Swell Capital, LLC 210.39%1.28%1.75%Q3 2021Q3 20233
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Ford Financial Group, LLC 331.03%2.25%2.88%Q2 2022Q4 20223
Clear Perspective Advisors, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
ARCADIA INVESTMENT MANAGEMENT CORP/MI 330.00%0.00%0.00%Q1 2023Q3 20233
Destiny Capital Corp/CO 330.23%0.23%0.24%Q4 2022Q2 20233
Allegis Investment Advisors, LLC 210.00%0.52%0.94%Q4 2015Q1 20183
Advisors Preferred, LLC 110.00%0.24%0.64%Q1 2014Q4 20203
Confluence Wealth Services, Inc. 330.11%0.12%0.13%Q4 2022Q2 20233
ETFIDEA, LLC 330.11%0.18%0.23%Q4 2021Q2 20223
Black Swift Group, LLC 330.19%0.20%0.21%Q3 2021Q1 20223
Chessman Wealth Strategies RIA 335.38%7.29%8.97%Q2 2018Q4 20183
BESSEMER GROUP INC 330.00%0.00%0.00%Q1 2022Q3 20223
Argent Wealth Management LLC 330.22%0.29%0.35%Q4 2019Q2 20203
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
MGO ONE SEVEN LLC 330.28%0.44%0.59%Q4 2022Q2 20233
Johnson Midwest Financial, LLC 330.05%0.05%0.05%Q4 2020Q2 20213
TRUEWEALTH LLC 210.01%0.01%0.02%Q1 2018Q2 20203
SWMG, LLC 330.18%0.23%0.28%Q4 2022Q2 20233
Advisor Resource Council 110.02%0.19%0.50%Q2 2021Q1 20233
WEALTHSOURCE PARTNERS, LLC 330.05%0.09%0.12%Q1 2019Q3 20193
BIP Wealth, LLC 330.32%0.35%0.37%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.01%0.03%0.05%Q4 2017Q4 20183
PCA Investment Advisory Services Inc. 330.14%0.16%0.18%Q1 2023Q3 20233
Westwind Capital 330.60%0.73%0.86%Q3 2018Q1 20193
Archer Investment Corp 330.00%0.00%0.00%Q1 2023Q3 20233
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.04%0.10%0.19%Q1 2019Q3 20193
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Barber Financial Group, Inc. 333.63%4.33%5.40%Q2 2018Q4 20183
Financial Management Professionals, Inc. 210.00%0.00%0.00%Q2 2021Q2 20223
Perennial Investment Advisors, LLC 331.18%1.26%1.37%Q1 2023Q3 20233
Novak Financial Planning, LLC 331.00%1.12%1.21%Q4 2020Q2 20213
Destiny Wealth Partners, LLC 330.00%0.49%1.47%Q4 2021Q2 20223
Glass Jacobson Investment Advisors llc 210.03%0.04%0.04%Q4 2022Q3 20233
Rockbridge Investment Management, LCC 330.01%0.01%0.01%Q2 2020Q4 20203
Virtu KCG Holdings LLC 210.01%0.01%0.01%Q2 2014Q3 20163
HRT FINANCIAL LP 210.00%0.04%0.06%Q3 2020Q3 20233
Prospera Financial Services Inc 210.00%0.01%0.02%Q3 2020Q2 20223
Kabarec Financial Advisors, Ltd. 330.15%0.17%0.21%Q4 2017Q2 20183
Acorn Wealth Advisors, LLC 330.08%0.08%0.08%Q4 2017Q2 20183
Bragg Financial Advisors, Inc 330.01%0.02%0.02%Q2 2022Q4 20223
Russell Investments Group, Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.02%0.03%0.03%Q4 2022Q3 20233
Winch Advisory Services, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Keeler Thomas Management LLC 330.34%0.36%0.38%Q1 2023Q3 20233
Verdence Capital Advisors LLC 330.05%0.06%0.06%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.02%0.03%0.03%Q3 2022Q3 20233
BlackRock Institutional Trust Company, N.A. 210.00%0.00%0.00%Q2 2013Q2 20143
Leelyn Smith, LLC 330.00%0.01%0.01%Q2 2022Q4 20223
MKD WEALTH COACHES, LLC 330.04%0.04%0.04%Q4 2018Q2 20193
Haverford Trust Co 330.59%0.61%0.62%Q1 2023Q3 20233
Asset Planning Services, Ltd. 220.02%0.02%0.03%Q2 2017Q3 20172
FOUNDERS FINANCIAL SECURITIES LLC 222.99%3.27%3.55%Q2 2018Q3 20182
Ruggie Capital Group 110.01%0.05%0.10%Q2 2016Q1 20182
Legacy Financial Strategies, LLC 220.21%0.34%0.46%Q1 2018Q2 20182
Independence Bank of Kentucky 220.00%0.00%0.00%Q2 2023Q3 20232
Fortune Financial Advisors, LLC 220.23%0.24%0.24%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.04%0.04%0.04%Q4 2021Q1 20222
Strategic Blueprint, LLC 110.00%0.01%0.01%Q3 2019Q2 20212
Pinnacle Bancorp, Inc. 220.01%0.01%0.01%Q1 2020Q2 20202
BAROMETER CAPITAL MANAGEMENT INC. 110.06%0.09%0.12%Q1 2014Q1 20152
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
WASATCH ADVISORS LP 220.00%0.00%0.00%Q4 2021Q1 20222
tru Independence LLC 110.04%0.05%0.06%Q3 2020Q1 20212
LVZ, Inc. 220.06%0.10%0.12%Q3 2018Q4 20182
CASTLE WEALTH MANAGEMENT LLC 220.03%0.03%0.03%Q2 2022Q3 20222
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Foundations Investment Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Vawter Financial, Ltd. 220.48%0.50%0.50%Q2 2023Q3 20232
Virtue Capital Management, LLC 220.00%0.01%0.01%Q4 2017Q1 20182
Paulson Wealth Management Inc. 220.22%0.23%0.24%Q4 2018Q1 20192
Kalos Management, Inc. 110.09%0.61%1.13%Q4 2018Q4 20202
Clark Capital Management Group, Inc. 220.03%0.03%0.04%Q2 2022Q3 20222
CARDIFF PARK ADVISORS, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Flagship Private Wealth, LLC 220.01%0.03%0.04%Q1 2021Q2 20212
INR ADVISORY SERVICES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
INTERACTIVE FINANCIAL ADVISORS, INC. 221.68%2.34%3.00%Q2 2023Q3 20232
Pathway Financial Advisors LLC 220.02%0.03%0.03%Q1 2018Q2 20182
Laurel Wealth Advisors, Inc. 110.05%0.05%0.05%Q3 2018Q1 20192
Portside Wealth Group, LLC 220.33%0.33%0.34%Q2 2023Q3 20232
MATRIX PRIVATE CAPITAL GROUP LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Partnervest Advisory Services LLC 220.02%0.02%0.02%Q2 2013Q3 20132
Hayden Royal, LLC 220.11%0.20%0.30%Q4 2018Q1 20192
WEDBUSH SECURITIES INC 220.04%0.04%0.04%Q3 2017Q4 20172
Ranch Capital Advisors Inc. 220.00%0.00%0.01%Q4 2019Q1 20202
Vickerman Investment Advisors, Inc. 220.10%0.10%0.11%Q3 2021Q4 20212
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.02%0.03%0.04%Q2 2023Q3 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.01%Q1 2015Q2 20152
Houlihan Financial Resource Group, Ltd. 110.01%0.03%0.04%Q3 2020Q2 20232
Compass Efficient Model Portfolios, LLC 220.04%0.15%0.26%Q3 2013Q4 20132
Sandy Spring Bank 110.00%0.00%0.00%Q2 2022Q2 20232
CUE ADVISORY SERVICES, INC. 221.15%1.22%1.29%Q2 2018Q3 20182
MinichMacGregor Wealth Management, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
NORTHERN TRUST CORP 220.00%0.00%0.00%Q4 2020Q1 20212
Allianz Asset Management GmbH 220.00%0.00%0.00%Q3 2019Q4 20192
Engrave Wealth Partners LLC 220.05%0.05%0.06%Q4 2019Q1 20202
Horan Securities, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Trexquant Investment LP 220.02%0.02%0.02%Q1 2020Q2 20202
DAVENPORT & Co LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Wall Capital Group, Inc. 220.33%0.36%0.39%Q1 2023Q2 20232
Stevard, LLC 220.25%0.29%0.34%Q4 2019Q1 20202
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Riverpoint Wealth Management Holdings, LLC 220.24%0.24%0.25%Q1 2021Q2 20212
S.A. Mason LLC 220.02%0.03%0.04%Q4 2019Q1 20202
FormulaFolio Investments, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
TFB Advisors LLC 220.26%0.48%0.70%Q2 2023Q3 20232
USAdvisors Wealth Management, LLC 220.56%0.67%0.79%Q2 2018Q3 20182
GUARDIAN WEALTH ADVISORS, LLC / NC 220.01%0.01%0.01%Q4 2021Q1 20222
Apeiron RIA LLC 220.10%0.10%0.10%Q4 2021Q1 20222
WIN ADVISORS, INC 220.00%0.00%0.00%Q4 2021Q1 20222
Altus Wealth Group LLC 220.09%0.10%0.10%Q4 2020Q1 20212
Stadion Money Management, LLC 220.83%1.30%1.78%Q2 2018Q3 20182
Keebeck Wealth Management, LLC 220.08%0.09%0.09%Q1 2021Q2 20212
Econ Financial Services Corp 111.48%1.67%1.87%Q4 2018Q2 20192
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2017Q1 20202
Almanack Investment Partners, LLC. 111.13%1.16%1.19%Q4 2020Q3 20212
ALTFEST L J & CO INC 220.16%0.19%0.23%Q4 2016Q1 20172
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q3 2017Q1 20192
IMS Capital Management 220.31%0.31%0.32%Q3 2013Q4 20132
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2015Q2 20172
BARCLAYS PLC 110.00%0.00%0.00%Q1 2021Q3 20212
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Waypoint Capital Advisors, LLC 220.12%0.14%0.16%Q4 2021Q1 20222
PFS INVESTMENTS INC. 223.12%3.32%3.51%Q2 2018Q3 20182
Strategic Financial Concepts, LLC 220.08%0.09%0.10%Q2 2023Q3 20232
Commonwealth Financial Services, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2021Q4 20211
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q4 2021Q4 20211
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q1 2023Q1 20231
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Baltimore-Washington Financial Advisors Inc. 110.02%0.02%0.02%Q2 2013Q2 20131
Permit Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Cable Hill Partners, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
RATIONAL ADVISORS LLC 110.14%0.14%0.14%Q1 2016Q1 20161
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
NewSquare Capital LLC 110.00%0.00%0.00%Q4 2018Q4 20181
V Wealth Advisors LLC 110.06%0.06%0.06%Q2 2020Q2 20201
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
VSR Financial Services, Inc. 110.14%0.14%0.14%Q2 2013Q2 20131
StoneX Group Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Ancora Advisors LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Portfolio Solutions, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Lighthouse Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Level Financial Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
IndexIQ Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Lowe Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Hardy Reed LLC 110.16%0.16%0.16%Q4 2018Q4 20181
AMERICAN NATIONAL BANK 110.06%0.06%0.06%Q2 2016Q2 20161
THOROUGHBRED FINANCIAL SERVICES, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Capital Wealth Planning, LLC 110.03%0.03%0.03%Q2 2017Q2 20171
Grace Capital 110.04%0.04%0.04%Q4 2018Q4 20181
Gainplan LLC 1161.04%61.04%61.04%Q1 2019Q1 20191
CLIENT 1ST ADVISORY GROUP, LLC 110.22%0.22%0.22%Q4 2019Q4 20191
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
First Personal Financial Services 110.00%0.00%0.00%Q4 2019Q4 20191
Live Your Vision, LLC 110.07%0.07%0.07%Q1 2019Q1 20191
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Corient Private Wealth LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GPM Growth Investors, Inc. 110.51%0.51%0.51%Q4 2019Q4 20191
Quaker Wealth Management, LLC 110.44%0.44%0.44%Q4 2019Q4 20191
Vista Private Wealth Partners. LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Kaizen Financial Strategies 110.16%0.16%0.16%Q4 2021Q4 20211
HOWE & RUSLING INC 110.00%0.00%0.00%Q4 2018Q4 20181
Sageworth Trust Co 110.00%0.00%0.00%Q2 2022Q2 20221
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BROWN ADVISORY INC 110.00%0.00%0.00%Q3 2023Q3 20231
Penserra Capital Management LLC 110.14%0.14%0.14%Q3 2018Q3 20181
Rehmann Capital Advisory Group 110.01%0.01%0.01%Q1 2019Q1 20191
M Holdings Securities, Inc. 110.04%0.04%0.04%Q3 2014Q3 20141
Gateway Advisory, LLC 110.21%0.21%0.21%Q4 2018Q4 20181
VitalStone Financial, LLC 110.75%0.75%0.75%Q1 2023Q1 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Blue Sky Asset Management, LLC 110.27%0.27%0.27%Q4 2019Q4 20191
GENWORTH FINANCIAL INC 110.22%0.22%0.22%Q2 2013Q2 20131
Capital Planning Advisors, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Madden Advisory Services, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Walleye Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Gateway Wealth Partners, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
PATHSTONE FAMILY OFFICE, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TD Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Oak Asset Management, LLC 110.42%0.42%0.42%Q2 2022Q2 20221
PrairieView Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Financial Advantage, Inc. 110.03%0.03%0.03%Q3 2019Q3 20191
IMC-Chicago, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TUCKER ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Beaumont Financial Advisors, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
KESTRA PRIVATE WEALTH SERVICES, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
BMS Financial Advisors, LLC 111.22%1.22%1.22%Q2 2023Q2 20231
Consolidated Portfolio Review Corp 110.05%0.05%0.05%Q3 2023Q3 20231
REFRAME WEALTH, LLC 118.59%8.59%8.59%Q4 2022Q4 20221
GTS SECURITIES LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ferris Capital, LLC 110.47%0.47%0.47%Q2 2021Q2 20211
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Safeguard Investment Advisory Group, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
IMA Wealth, Inc. 110.03%0.03%0.03%Q4 2018Q4 20181
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Coppell Advisory Solutions Corp. 110.03%0.03%0.03%Q4 2022Q4 20221
Berger Financial Group, Inc 110.36%0.36%0.36%Q4 2020Q4 20201
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
Advisors Capital Management, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Team Financial Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2020Q4 20201
DHJJ Financial Advisors, Ltd. 110.03%0.03%0.03%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.18%0.18%0.18%Q4 2020Q4 20201
Ignite Planners, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
GoalVest Advisory LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Cardan Capital Partners, LLC 111.21%1.21%1.21%Q3 2018Q3 20181
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
TWO SIGMA SECURITIES, LLC 110.04%0.04%0.04%Q3 2017Q3 20171
O'Dell Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Strategic Advocates LLC 114.76%4.76%4.76%Q3 2023Q3 20231
Litman Gregory Wealth Management LLC 110.04%0.04%0.04%Q3 2021Q3 20211
DB Wealth Management Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Oakworth Capital, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
DESTINY CAPITAL SECURITIES CORPORATION 110.23%0.23%0.23%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Modera Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q3 2023Q3 20231
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q4 2019Q4 20191
Arete Wealth Advisors, LLC 110.05%0.05%0.05%Q2 2019Q2 20191
Berkshire Money Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Vanguard Capital Wealth Advisors 110.26%0.26%0.26%Q4 2017Q4 20171
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.21%0.21%0.21%Q1 2022Q1 20221
Cavalier Investments, LLC 110.75%0.75%0.75%Q4 2020Q4 20201
PIERSHALE FINANCIAL GROUP, INC. 118.91%8.91%8.91%Q4 2018Q4 20181
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q3 2023Q3 20231
Farmer Steven Patrick 110.18%0.18%0.18%Q2 2022Q2 20221
Bell Rock Capital LLC 110.18%0.18%0.18%Q2 2022Q2 20221
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Mach-1 Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
MANCHESTER FINANCIAL INC 110.03%0.03%0.03%Q2 2019Q2 20191
ADIRONDACK TRUST CO 110.00%0.00%0.00%Q3 2023Q3 20231
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q1 2023Q1 20231
VIVID FINANCIAL MANAGEMENT, INC. 110.26%0.26%0.26%Q4 2019Q4 20191
Fountainhead AM, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2023Q2 20231
Financial Security Advisor, Inc. 112.37%2.37%2.37%Q3 2023Q3 20231
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
Evolution Wealth Advisors, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
PITTENGER & ANDERSON INC 110.01%0.01%0.01%Q1 2023Q1 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Kavar Capital Partners, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
MAS Advisors LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Independent Advisor Alliance 110.05%0.05%0.05%Q4 2019Q4 20191
Manhattan West Asset Management, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
Seven Springs Wealth Group, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Pinnacle Wealth Advisors 110.12%0.12%0.12%Q2 2021Q2 20211
Silicon Valley Capital Partners 110.37%0.37%0.37%Q1 2021Q1 20211
CM WEALTH ADVISORS LLC 110.01%0.01%0.01%Q2 2023Q2 20231
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
J Arnold Wealth Management Co 110.23%0.23%0.23%Q4 2019Q4 20191
Anfield Capital Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q2 2016Q2 20161
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Disciplined Investments, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Blume Capital Management, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Indiana Trust & Investment Management CO 110.01%0.01%0.01%Q3 2023Q3 20231
Leisure Capital Management 110.90%0.90%0.90%Q4 2018Q4 20181
Stearns Financial Services Group 110.00%0.00%0.00%Q2 2019Q2 20191
Financial Consulate Inc. 111.38%1.38%1.38%Q2 2021Q2 20211
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Jacobi Capital Management LLC 110.00%0.00%0.00%Q3 2020Q3 20201
External links

This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.