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%0.16%0.30%Q1 2013Q3 202343
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.03%0.10%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.06%0.12%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.09%0.26%0.64%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.03%0.08%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
Carlson Capital Management 42420.03%0.17%0.31%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.07%0.18%Q2 2013Q3 202342
Creative Planning 3380.00%0.01%0.10%Q2 2013Q3 202341
Tradewinds Capital Management, LLC 40400.00%1.16%7.71%Q4 2013Q3 202340
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 40400.13%0.26%0.36%Q4 2013Q3 202340
Avior Wealth Management, LLC 39390.01%0.52%1.45%Q1 2014Q3 202339
Pinnacle Holdings, LLC 3810.06%0.18%0.32%Q2 2013Q3 202339
PNC FINANCIAL SERVICES GROUP, INC. 37370.00%0.00%0.00%Q3 2014Q3 202337
Atlas Brown,Inc. 37370.20%0.49%0.95%Q3 2014Q3 202337
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36360.07%2.57%4.04%Q4 2014Q3 202336
Hanson & Doremus Investment Management 36360.01%0.01%0.02%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.01%0.03%0.12%Q4 2013Q3 202336
Capital Directions Investment Advisors, LLC 1920.01%0.01%0.03%Q3 2013Q4 202235
RAYMOND JAMES & ASSOCIATES 2950.00%0.00%0.01%Q4 2013Q3 202334
CITIGROUP INC 2810.00%0.00%0.01%Q3 2013Q3 202334
Krilogy Financial LLC 33330.43%2.83%7.29%Q3 2015Q3 202333
SIGNATUREFD, LLC 1470.00%0.01%0.04%Q2 2013Q3 202332
GHP Investment Advisors, Inc. 32320.10%0.62%0.93%Q4 2015Q3 202332
One Capital Management, LLC 3110.01%0.12%0.32%Q3 2014Q3 202332
Moisand Fitzgerald Tamayo, LLC 32320.35%2.35%3.62%Q4 2015Q3 202332
Courage Miller Partners, LLC 32320.30%0.39%0.48%Q4 2015Q3 202332
Asset Dedication, LLC 32320.57%1.50%3.76%Q4 2015Q3 202332
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1210.00%0.00%0.00%Q3 2013Q2 202331
IFP Advisors, Inc 17140.01%0.07%0.22%Q4 2015Q3 202331
ENVESTNET ASSET MANAGEMENT INC 2110.00%0.02%0.33%Q1 2014Q3 202331
Raymond James Financial Services Advisors, Inc. 31310.00%0.02%0.03%Q1 2016Q3 202331
Ameritas Investment Partners, Inc. 19110.00%0.00%0.00%Q4 2014Q3 202330
FAS Wealth Partners, Inc. 30300.52%1.54%2.15%Q2 2016Q3 202330
FINANCIAL COUNSELORS INC 2810.02%0.62%1.48%Q4 2015Q3 202330
Citadel Advisors 610.00%0.00%0.01%Q1 2015Q3 202330
BANK OF MONTREAL /CAN/ 2510.00%0.00%0.00%Q2 2013Q2 202329
REILLY FINANCIAL ADVISORS, LLC 28280.01%0.05%0.09%Q1 2015Q4 202128
WEALTHSOURCE PARTNERS, LLC 14140.02%0.09%0.21%Q3 2016Q3 202328
McAdam, LLC 28280.53%1.15%1.50%Q4 2016Q3 202328
Marietta Wealth Management, LLC 28280.36%1.10%2.26%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.01%0.07%0.15%Q4 2016Q3 202328
Jentner Corp 28280.39%0.67%1.22%Q4 2016Q3 202328
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2510.00%0.00%0.01%Q3 2015Q3 202328
IHT Wealth Management, LLC 28280.00%0.29%1.89%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.03%0.07%Q2 2013Q4 201927
Ironwood Financial, llc 2340.00%0.01%0.02%Q4 2014Q3 202127
Geneos Wealth Management Inc. 27270.01%0.09%0.35%Q1 2017Q3 202327
Financial Engines Advisors L.L.C. 27270.26%1.75%9.18%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.00%0.03%0.10%Q4 2016Q3 202327
Sigma Planning Corp 1460.01%0.08%0.27%Q4 2014Q3 202327
MML INVESTORS SERVICES, LLC 26260.02%0.05%0.08%Q2 2017Q3 202326
MASSMUTUAL TRUST CO FSB/ADV 26260.01%0.73%1.78%Q3 2017Q4 202326
ASSETMARK, INC 1710.00%0.01%0.03%Q3 2015Q3 202326
NWAM LLC 26260.04%0.36%0.63%Q2 2017Q3 202326
M Holdings Securities, Inc. 2510.03%0.43%1.71%Q4 2013Q2 202226
Veritable, L.P. 26260.01%0.02%0.06%Q1 2017Q2 202326
CWM, LLC 1780.00%0.00%0.01%Q2 2017Q3 202325
Mariner, LLC 2410.00%0.05%0.10%Q3 2016Q3 202325
Tower Research Capital LLC (TRC) 1010.00%0.07%0.52%Q1 2014Q3 202325
JANE STREET GROUP, LLC 810.00%0.01%0.02%Q3 2014Q3 202325
NEXT Financial Group, Inc 1220.00%0.02%0.07%Q4 2014Q4 202125
FIRST AMERICAN TRUST, FSB 2410.04%0.62%1.10%Q3 2014Q4 202025
StrategIQ Financial Group, LLC 24240.50%0.82%1.38%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.04%0.12%0.19%Q4 2017Q3 202324
FIRST NATIONAL TRUST CO 24240.08%0.71%1.97%Q4 2017Q3 202324
GIRARD PARTNERS LTD. 24240.10%0.18%0.29%Q4 2017Q3 202324
Valeo Financial Advisors, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.11%0.17%0.24%Q4 2017Q3 202324
Savant Capital, LLC 24240.05%0.31%0.72%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.05%0.07%0.09%Q4 2017Q3 202324
Larson Financial Group LLC 24240.34%3.15%6.74%Q4 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 2220.00%0.03%0.16%Q4 2016Q3 202324
AdvisorNet Financial, Inc 24240.00%0.02%0.10%Q4 2017Q3 202324
SIGNET FINANCIAL MANAGEMENT, LLC 24240.05%0.76%2.46%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.02%0.11%0.32%Q4 2017Q3 202324
Diligent Investors, LLC 24240.36%0.57%0.77%Q4 2017Q3 202324
Modera Wealth Management, LLC 2020.07%0.37%0.93%Q3 2015Q3 202324
Front Row Advisors LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
PrairieView Partners, LLC 24240.01%0.10%0.24%Q4 2017Q3 202324
LexAurum Advisors, LLC 24240.18%0.30%0.47%Q4 2017Q3 202324
Avantax Planning Partners, Inc. 1490.05%0.36%0.96%Q4 2016Q3 202323
Evensky & Katz LLC 23230.97%2.23%3.62%Q1 2018Q3 202323
NORTHWEST WEALTH MANAGEMENT, LLC 23230.02%2.96%5.98%Q1 2018Q3 202323
UNITED CAPITAL FINANCIAL ADVISORS, LLC 23230.01%0.01%0.02%Q1 2018Q3 202323
People's United Financial, Inc. 1760.00%0.06%0.21%Q1 2016Q1 202223
Baystate Wealth Management LLC 2030.00%0.01%0.03%Q2 2017Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.01%Q1 2018Q3 202323
Carroll Financial Associates, Inc. 23230.00%0.02%0.16%Q2 2016Q4 202123
WRAPMANAGER INC 23230.17%0.25%0.38%Q1 2018Q3 202323
Steward Partners Investment Advisory, LLC 1850.00%0.00%0.01%Q4 2017Q3 202323
Marquette Asset Management, LLC 23230.10%0.22%0.55%Q1 2018Q3 202323
Bank of New York Mellon Corp 1580.00%0.00%0.00%Q2 2016Q4 202223
Bernicke Wealth Management, Ltd. 23230.31%0.98%2.40%Q4 2014Q2 202023
Kalos Management, Inc. 920.00%0.69%2.30%Q4 2015Q2 202322
Probity Advisors, Inc. 1220.28%1.08%1.29%Q4 2017Q3 202322
Financial Planning & Information Services, Inc. 22220.45%10.15%13.54%Q2 2018Q3 202322
Chicago Partners Investment Group LLC 2110.00%0.10%0.14%Q4 2017Q3 202322
Voya Financial Advisors, Inc. 2020.01%0.07%0.14%Q1 2015Q1 202122
TOMPKINS FINANCIAL CORP 2110.00%0.02%0.03%Q1 2016Q3 202122
PRUDENTIAL PLC 22220.00%0.01%0.01%Q2 2018Q3 202322
DUNCKER STREETT & CO INC 22220.00%0.07%0.10%Q2 2018Q3 202322
Versant Capital Management, Inc 21210.00%0.00%0.02%Q4 2018Q4 202321
Klingman & Associates, LLC 21210.04%1.55%2.23%Q3 2018Q3 202321
Founders Capital Management 1380.00%0.00%0.00%Q2 2018Q4 202321
WALLER FINANCIAL PLANNING GROUP, INC 21211.06%1.81%2.99%Q4 2018Q4 202321
Occidental Asset Management, LLC 21210.15%0.18%0.26%Q3 2018Q3 202321
SEGALL BRYANT & HAMILL, LLC 1470.02%0.03%0.07%Q2 2018Q3 202321
Palisades Hudson Asset Management, L.P. 2010.20%1.60%2.33%Q4 2015Q3 202321
GOLDMAN SACHS GROUP INC 2010.00%0.00%0.00%Q3 2017Q3 202321
MONETA GROUP INVESTMENT ADVISORS LLC 1830.00%0.13%0.23%Q4 2017Q3 202321
TRUSTCORE FINANCIAL SERVICES, LLC 21210.00%0.00%0.01%Q4 2017Q4 202221
Brown Advisory Securities, LLC 2010.06%0.22%1.25%Q3 2013Q3 202221
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
BURNEY CO/ 21210.03%0.21%0.36%Q3 2018Q3 202321
JNBA Financial Advisors 2010.00%0.26%0.64%Q3 2016Q3 202321
J.P. Morgan Private Wealth Advisors LLC 1290.00%0.00%0.01%Q3 2016Q3 202321
Patriot Financial Group Insurance Agency, LLC 21210.00%0.03%0.08%Q3 2018Q3 202321
Citizens Business Bank 21210.04%0.27%0.57%Q4 2012Q4 201721
HOWARD FINANCIAL SERVICES, LTD. 20200.09%0.66%3.86%Q4 2018Q3 202320
BlackRock Inc. 950.00%0.00%0.00%Q1 2017Q1 202320
TOWNSQUARE CAPITAL LLC 20200.45%0.72%1.63%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.02%0.04%Q4 2017Q3 202220
Redwood Investment Management, LLC 20200.15%2.23%5.14%Q4 2018Q3 202320
Betterment LLC 20200.01%0.04%0.11%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.01%0.02%0.05%Q4 2018Q3 202320
ALTFEST L J & CO INC 20200.13%0.61%1.76%Q4 2018Q3 202320
Opus Capital Group, LLC 20200.26%1.50%2.42%Q4 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.17%0.43%1.58%Q4 2018Q3 202320
American Investment Services, Inc. 20200.22%0.33%0.42%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.00%0.52%0.83%Q4 2018Q3 202320
RITHOLTZ WEALTH MANAGEMENT 20200.19%0.46%1.99%Q4 2018Q3 202320
Private Advisor Group, LLC 1610.00%0.06%0.14%Q3 2014Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.02%0.06%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.05%0.41%Q1 2018Q3 202320
Intelligence Driven Advisers, LLC 20200.05%0.49%1.53%Q4 2018Q3 202320
MATHER GROUP, LLC. 20200.12%0.19%0.31%Q4 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20200.79%2.28%5.60%Q4 2016Q3 202120
HBK Sorce Advisory LLC 20200.03%0.38%1.10%Q4 2018Q3 202320
SAGE FINANCIAL GROUP INC 20201.03%1.30%1.61%Q4 2018Q3 202320
Total Wealth Planning, LLC 20200.73%1.58%2.44%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.42%0.59%0.84%Q4 2018Q3 202320
Centerpoint Advisors, LLC 20200.12%1.05%3.40%Q4 2018Q3 202320
ERn Financial, LLC 20200.39%0.96%1.94%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.00%0.07%0.15%Q4 2013Q3 201820
Cornerstone Advisory, LLC 20200.06%0.25%0.73%Q4 2018Q3 202320
Lutz Financial Services LLC 20200.25%1.34%2.01%Q4 2018Q3 202320
Triangle Securities Wealth Management 19191.88%2.83%3.66%Q1 2019Q3 202319
THRIVENT FINANCIAL FOR LUTHERANS 19190.00%0.00%0.01%Q1 2019Q3 202319
Fortis Advisors, LLC 19190.00%0.03%0.10%Q3 2017Q1 202219
LINCOLN NATIONAL CORP 19190.01%0.02%0.04%Q1 2019Q3 202319
WealthTrust-Arizona, LLC 19190.03%1.17%5.94%Q2 2014Q4 201819
FIFTH THIRD BANCORP 1110.00%0.00%0.00%Q2 2017Q3 202319
Beacon Pointe Advisors, LLC 1180.00%0.09%0.37%Q4 2018Q3 202319
Financial Advisory Group 19190.68%2.85%4.42%Q1 2019Q3 202319
SRS Capital Advisors, Inc. 1020.23%0.33%0.39%Q3 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Cetera Investment Advisers 19190.01%0.06%0.20%Q1 2019Q3 202319
Traynor Capital Management, Inc. 19190.47%1.23%1.61%Q2 2015Q4 201919
Cetera Advisors LLC 1010.00%0.01%0.07%Q1 2018Q3 202319
STIFEL FINANCIAL CORP 19190.00%0.05%0.12%Q1 2019Q3 202319
Gladstone Institutional Advisory LLC 19190.16%0.45%0.96%Q1 2019Q3 202319
GFS Advisors, LLC 19190.14%0.32%0.57%Q1 2019Q3 202319
DENVER INVESTMENT ADVISORS LLC 18180.01%0.10%0.23%Q4 2013Q1 201818
Windsor Wealth Management, Inc. 1620.09%0.70%1.54%Q1 2019Q3 202318
BUCKINGHAM STRATEGIC WEALTH, LLC 1510.03%0.12%0.40%Q1 2017Q3 202318
CAHILL FINANCIAL ADVISORS INC 18180.32%0.90%1.24%Q2 2019Q3 202318
Fragasso Group Inc. 1320.04%0.88%5.26%Q2 2018Q4 202318
Ancora Advisors LLC 1610.00%0.00%0.00%Q4 2016Q3 202318
Capital Analysts, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
Miracle Mile Advisors, LLC 1350.04%0.17%0.74%Q1 2019Q3 202318
Prime Capital Investment Advisors, LLC 18180.01%0.14%0.76%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.02%0.04%Q2 2013Q3 201718
Cerity Partners LLC 18180.01%0.10%0.35%Q2 2019Q3 202318
NorthRock Partners, LLC 18180.11%3.71%5.40%Q2 2019Q3 202318
PINNACLE ASSOCIATES LTD 1610.00%0.02%0.04%Q3 2018Q3 202317
Pinnacle Bancorp, Inc. 1510.00%0.16%0.24%Q1 2017Q3 202317
Foresight Wealth Management, LLC 17170.02%0.53%3.12%Q4 2018Q4 202217
BALDWIN BROTHERS LLC/MA 17170.00%0.00%0.00%Q4 2019Q4 202317
ARGI Investment Services, LLC 17170.05%0.33%1.06%Q4 2018Q4 202217
CALTON & ASSOCIATES, INC. 17170.06%0.54%1.30%Q2 2019Q2 202317
Clarus Wealth Advisors 1341.99%3.08%4.89%Q1 2019Q2 202317
Global Wealth Management Investment Advisory, Inc. 1520.00%0.00%0.00%Q4 2018Q3 202317
FLAGSHIP HARBOR ADVISORS, LLC 1010.01%0.04%0.16%Q2 2018Q3 202317
Cornerstone Wealth Management, LLC 910.00%0.06%0.10%Q3 2018Q3 202317
Kingsview Wealth Management, LLC 1160.08%0.21%0.36%Q2 2019Q3 202317
Connecticut Wealth Management, LLC 1070.11%0.29%0.94%Q2 2019Q3 202317
MERCER GLOBAL ADVISORS INC /ADV 1340.00%0.01%0.03%Q1 2019Q3 202317
Salomon & Ludwin, LLC 17170.01%0.77%1.12%Q3 2019Q3 202317
Laurel Wealth Advisors LLC 17170.00%0.01%0.02%Q3 2019Q3 202317
Frontier Wealth Management LLC 17170.03%0.07%0.09%Q4 2015Q4 201917
Dynamic Advisor Solutions LLC 1160.01%0.05%0.12%Q3 2018Q2 202317
BENJAMIN F. EDWARDS & COMPANY, INC. 17170.00%1.11%2.26%Q3 2019Q3 202317
HENGEHOLD CAPITAL MANAGEMENT LLC 1340.03%1.80%4.20%Q4 2016Q4 202117
Faithward Advisors, LLC 17170.06%0.22%0.55%Q3 2019Q3 202317
BerganKDV Wealth Management, LLC 16161.17%1.41%1.62%Q3 2019Q2 202316
Rockefeller Capital Management L.P. 16160.00%0.00%0.04%Q2 2019Q1 202316
Diversified Investment Strategies, LLC 16160.22%0.44%0.60%Q4 2019Q3 202316
LPWM LLC 16160.44%2.44%3.74%Q4 2019Q3 202316
PALLADIUM PARTNERS LLC 16160.86%1.07%1.57%Q2 2018Q1 202216
Equitable Holdings, Inc. 16160.02%0.34%0.52%Q4 2019Q3 202316
Measured Wealth Private Client Group, LLC 16160.29%0.47%0.96%Q4 2019Q3 202316
HBC Financial Services, PLLC 16160.03%0.04%0.04%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.09%0.23%0.80%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.02%0.02%0.03%Q4 2019Q3 202316
Stratos Wealth Partners, LTD. 920.01%0.02%0.07%Q3 2016Q2 202316
EWG Elevate Inc. 16160.53%1.02%1.47%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.02%0.03%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.30%0.56%1.32%Q4 2019Q3 202316
Marotta Asset Management 1330.54%0.76%0.93%Q4 2019Q4 202316
Morningstar Investment Services LLC 16160.06%0.40%0.65%Q4 2019Q3 202316
WealthPLAN Partners, LLC 650.02%0.30%0.98%Q3 2018Q4 202316
Harborview Advisors, LLC 16161.94%2.63%3.44%Q4 2017Q3 202116
IAG Wealth Partners, LLC 16160.05%0.11%0.71%Q4 2019Q3 202316
COLONY GROUP LLC 1010.00%0.04%0.23%Q4 2014Q4 202116
Financial Strategies Group, Inc. 16163.41%3.77%4.07%Q4 2019Q3 202316
Red Door Wealth Management, LLC 16160.42%1.40%2.62%Q4 2019Q3 202316
Baltimore-Washington Financial Advisors, Inc. 16160.02%0.04%0.04%Q2 2019Q1 202316
Patten Group, Inc. 1510.00%0.03%0.04%Q4 2014Q4 201816
Pinnacle Wealth Management Advisory Group, LLC 16160.07%0.32%0.78%Q3 2018Q2 202216
Integrated Advisors Network LLC 16160.02%0.03%0.06%Q4 2019Q3 202316
EP Wealth Advisors, LLC 1110.00%0.02%0.06%Q3 2018Q3 202316
Texas Yale Capital Corp. 15150.03%0.03%0.05%Q1 2020Q3 202315
Key FInancial Inc 15152.57%3.49%4.13%Q1 2020Q3 202315
THOMPSON INVESTMENT MANAGEMENT, INC. 1410.04%0.06%0.08%Q4 2019Q3 202315
BRANDYWINE OAK PRIVATE WEALTH LLC 15150.60%1.60%2.07%Q1 2020Q3 202315
Tortoise Investment Management, LLC 15150.25%0.46%0.54%Q1 2020Q3 202315
TOBIAS FINANCIAL ADVISORS, INC. 870.10%0.20%0.65%Q4 2019Q3 202315
Johanson Financial Advisors, Inc. 15150.16%0.24%0.42%Q2 2018Q4 202115
Visionary Wealth Advisors 15150.04%0.22%0.50%Q1 2020Q3 202315
Marble Harbor Investment Counsel, LLC 15150.04%0.07%0.09%Q1 2020Q3 202315
PERRITT CAPITAL MANAGEMENT INC 15152.79%3.75%4.29%Q1 2020Q3 202315
Wagner Wealth Management, LLC 1140.02%0.30%0.86%Q4 2017Q2 202315
Retirement Group, LLC 1412.81%4.05%4.84%Q4 2019Q3 202315
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 15150.21%0.75%1.53%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.04%0.06%Q1 2020Q3 202315
BAILARD, INC. 15150.03%0.05%0.08%Q1 2020Q3 202315
Baird Financial Group, Inc. 15150.01%0.01%0.02%Q1 2020Q3 202315
PACIFIC SUN FINANCIAL CORP 611.48%1.81%2.60%Q1 2018Q2 202315
Advisor Group, Inc. 15150.00%0.03%0.18%Q2 2016Q4 201915
JPMORGAN CHASE & CO 710.00%0.00%0.00%Q1 2018Q3 202315
Parallel Advisors, LLC 15150.00%0.00%0.01%Q4 2016Q2 202015
ERTS Wealth Advisors, LLC 15153.87%5.37%12.50%Q1 2020Q3 202315
Gradient Investments LLC 1320.00%0.00%0.00%Q4 2018Q3 202315
LifePlan Financial Group, Inc 1140.05%0.25%0.51%Q2 2013Q3 202015
Laidlaw Wealth Management LLC 15150.37%0.61%1.08%Q4 2019Q2 202315
Janney Montgomery Scott LLC 1230.00%0.01%0.03%Q3 2019Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.03%Q2 2013Q4 201615
TFO Wealth Partners, LLC 1230.00%0.00%0.02%Q4 2019Q3 202315
Wellspring Financial Advisors, LLC 15150.16%0.59%1.25%Q1 2020Q3 202315
N.E.W. Advisory Services LLC 1411.02%3.61%9.20%Q4 2019Q3 202315
Physician Wealth Advisors, Inc. 1320.05%0.09%0.15%Q3 2019Q2 202315
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1220.01%0.02%0.03%Q3 2019Q3 202314
Livingston Group Asset Management CO (operating as Southport Capital Management) 1310.01%0.24%0.44%Q3 2018Q1 202214
Bedel Financial Consulting, Inc. 14140.00%0.00%0.01%Q4 2018Q1 202214
Financial Advocates Investment Management 14140.04%0.12%0.30%Q2 2020Q3 202314
Waldron Private Wealth LLC 14140.03%0.03%0.05%Q2 2020Q3 202314
Sandy Spring Bank 1130.00%0.01%0.01%Q1 2015Q3 202314
GREAT VALLEY ADVISOR GROUP, INC. 14140.07%0.15%0.40%Q2 2020Q3 202314
Wealthcare Advisory Partners LLC 860.01%0.04%0.07%Q4 2019Q3 202314
B. Riley Wealth Advisors, Inc. 14140.03%0.32%0.41%Q2 2013Q3 201614
Brookstone Capital Management 620.01%0.01%0.04%Q3 2018Q3 202314
Cascade Investment Advisors, Inc. 1310.04%0.04%0.05%Q2 2019Q1 202314
Sound Income Strategies, LLC 860.00%0.01%0.01%Q3 2018Q3 202214
Bartlett & Co. LLC 860.00%0.00%0.00%Q2 2020Q4 202314
Wealthspire Advisors, L.P. 14140.01%0.01%0.02%Q4 2015Q1 201914
Lehman & Derafelo Financial Resources LLC 1220.00%0.01%0.02%Q4 2018Q3 202214
MANUFACTURERS LIFE INSURANCE COMPANY, THE 14140.00%0.00%0.00%Q1 2015Q2 201814
Bell Rock Capital LLC 1310.05%0.11%0.60%Q4 2016Q2 202214
Ausdal Financial Partners, Inc. 1310.04%0.14%1.02%Q3 2018Q3 202314
Eldridge Investment Advisors, Inc. 14140.11%0.21%0.40%Q2 2020Q3 202314
Goelzer Investment Management, Inc. 14142.37%4.50%5.20%Q2 2020Q3 202314
CGN Advisors LLC 13130.07%0.33%0.91%Q4 2020Q4 202313
Armor Investment Advisors, LLC 1010.00%0.00%0.00%Q4 2016Q2 202313
NewEdge Advisors, LLC 630.00%0.05%0.12%Q1 2018Q3 202313
PDS Planning, Inc 13130.09%0.92%1.61%Q4 2017Q4 202013
M&T BANK CORP 520.00%0.00%0.01%Q2 2013Q3 202313
Allworth Financial LP 1210.00%0.01%0.02%Q3 2016Q3 202313
Horan Securities, Inc. 720.00%0.02%0.03%Q2 2018Q2 202313
First Allied Advisory Services, Inc. 710.01%0.01%0.02%Q2 2014Q3 202013
Indie Asset Partners, LLC 13131.78%2.56%4.41%Q3 2020Q3 202313
FRONTIER INVESTMENT MGMT CO 1030.05%0.07%0.11%Q2 2014Q2 202013
TIAA, FSB 13130.01%0.03%0.05%Q2 2020Q2 202313
Kestra Advisory Services, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Invst, LLC 13131.02%5.01%10.83%Q2 2017Q2 202013
INSPIRION WEALTH ADVISORS, LLC 13130.28%0.38%0.50%Q3 2020Q3 202313
KINGS POINT CAPITAL MANAGEMENT 1210.00%0.01%0.01%Q3 2017Q4 202013
Robertson Stephens Wealth Management, LLC 13130.02%0.05%0.12%Q3 2020Q3 202313
SHEETS SMITH WEALTH MANAGEMENT 1210.04%0.05%0.06%Q1 2020Q3 202313
BlueSky Wealth Advisors, LLC 13130.42%0.73%1.43%Q4 2016Q4 201913
Regal Investment Advisors LLC 1110.04%0.10%0.39%Q2 2015Q2 202213
Insight Advisors, LLC/ PA 12120.09%0.15%0.24%Q4 2020Q3 202312
ASSET PLANNING CORPORATION 12120.82%1.08%1.44%Q4 2020Q3 202312
DEUTSCHE BANK AG\ 750.00%0.00%0.00%Q2 2020Q3 202312
CONFLUENCE INVESTMENT MANAGEMENT LLC 12120.06%0.25%0.37%Q1 2020Q4 202212
Financial Advisors Network, Inc. 1110.22%0.27%0.34%Q2 2020Q3 202312
RPG Investment Advisory, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
Facet Wealth, Inc. 12120.03%0.27%0.71%Q4 2020Q3 202312
Capital Advisory Group Advisory Services, LLC 12120.00%0.06%0.12%Q1 2018Q4 202012
Renaissance Technologies 210.00%0.00%0.00%Q4 2017Q3 202312
Everhart Financial Group, Inc. 12120.25%0.33%0.48%Q4 2020Q3 202312
McKinley Carter Wealth Services, Inc. 12120.04%0.07%0.14%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.05%0.07%0.10%Q4 2020Q3 202312
ROCKY MOUNTAIN ADVISERS, LLC 12120.02%0.03%0.04%Q3 2017Q2 202012
Iron Horse Wealth Management, LLC 12120.04%0.09%0.15%Q4 2020Q3 202312
MARIETTA INVESTMENT PARTNERS LLC 12120.06%0.07%0.09%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.03%0.08%0.12%Q4 2018Q3 202112
Strid Group, LLC 1110.57%5.29%8.54%Q4 2016Q4 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Resonant Capital Advisors, LLC 12120.64%0.92%1.21%Q4 2020Q3 202312
Concord Wealth Partners 12120.17%1.08%2.09%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12121.05%1.28%1.51%Q4 2020Q3 202312
Global Trust Asset Management, LLC 12120.02%0.12%0.34%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12121.40%1.74%2.19%Q4 2020Q3 202312
CENTRAL TRUST Co 910.00%0.03%0.16%Q2 2017Q3 202312
Rodgers & Associates, LTD 12122.40%2.66%2.98%Q4 2020Q3 202312
ECLECTIC ASSOCIATES INC /ADV 12120.62%1.12%1.55%Q4 2020Q3 202312
Windward Private Wealth Management Inc. 12120.15%0.18%0.31%Q4 2020Q3 202312
MADDEN SECURITIES Corp 1110.02%0.47%0.64%Q4 2019Q4 202212
Northern Capital Management, Inc. 12122.81%5.19%6.25%Q4 2020Q3 202312
PSI Advisors, LLC 1110.10%0.29%0.74%Q4 2019Q3 202312
Whitegate Investment Counselors, Inc. 12120.06%0.07%0.08%Q4 2018Q3 202112
AVANTAX ADVISORY SERVICES, INC. 750.00%0.01%0.04%Q4 2018Q3 202312
Sutton Wealth Advisors Inc. 12120.01%0.01%0.02%Q1 2016Q4 201812
KWB Wealth 12122.47%4.02%8.39%Q4 2020Q3 202312
WealthShield Partners, LLC 710.00%0.44%0.82%Q4 2017Q3 202312
Provident Wealth Management, LLC 920.01%1.90%2.59%Q2 2020Q3 202311
SAX WEALTH ADVISORS, LLC 11110.04%0.06%0.09%Q1 2021Q3 202311
Sage Mountain Advisors LLC 11110.00%0.01%0.03%Q1 2021Q3 202311
Clark Capital Management Group, Inc. 430.02%0.05%0.08%Q1 2020Q3 202311
Valmark Advisers, Inc. 11110.01%0.02%0.03%Q1 2021Q3 202311
Stonebridge Capital Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Cetera Advisor Networks LLC 1010.00%0.01%0.02%Q2 2020Q3 202311
Spire Wealth Management 11110.00%0.05%0.13%Q1 2021Q3 202311
TIEMANN INVESTMENT ADVISORS, LLC 740.09%0.15%0.21%Q2 2019Q2 202211
FIRST MANHATTAN CO. LLC. 710.00%0.00%0.00%Q2 2020Q3 202311
American Financial Advisors, LLC 11110.10%3.49%6.46%Q1 2021Q3 202311
Pure Financial Advisors, LLC 610.03%0.06%0.08%Q1 2017Q2 202211
Bison Wealth, LLC 11110.02%0.02%0.03%Q4 2019Q2 202211
Old Port Advisors 1010.10%0.32%0.50%Q2 2018Q1 202111
First Heartland Consultants, Inc. 920.06%0.25%0.83%Q4 2017Q3 202111
Navalign, LLC 11110.62%0.94%1.62%Q1 2021Q3 202311
VALLEY WEALTH MANAGERS, INC. 11110.03%0.07%0.08%Q1 2021Q3 202311
IFG Advisory, LLC 1010.02%0.03%0.04%Q4 2020Q3 202311
Hamilton Capital, LLC 11110.06%3.20%6.70%Q1 2021Q3 202311
Bangor Savings Bank 11110.03%0.04%0.04%Q1 2021Q3 202311
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.01%0.01%Q3 2017Q3 202311
BENJAMIN EDWARDS INC 11110.12%0.55%1.10%Q2 2020Q4 202211
HSBC HOLDINGS PLC 11110.00%0.00%0.00%Q4 2020Q2 202311
WT Wealth Management 11110.10%0.18%0.25%Q3 2019Q1 202211
Hilltop Holdings Inc. 11110.04%0.04%0.05%Q1 2021Q3 202311
MERITAGE PORTFOLIO MANAGEMENT 11110.02%0.09%0.14%Q1 2021Q3 202311
Truvestments Capital LLC 520.01%0.02%0.05%Q1 2020Q4 202210
Braun-Bostich & Associates Inc. 641.22%1.36%1.70%Q4 2020Q2 202310
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
Permanens Capital L.P. 10100.01%0.02%0.02%Q1 2019Q2 202110
EATON VANCE MANAGEMENT 10100.00%0.00%0.00%Q2 2020Q3 202210
EMFO, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
55I, LLC 10100.01%0.05%0.07%Q2 2020Q3 202210
Advisory Alpha, LLC 410.00%1.79%5.09%Q3 2016Q3 202010
PRINCIPAL FINANCIAL GROUP INC 10100.00%0.00%0.00%Q4 2018Q1 202110
Paradigm, Strategies in Wealth Management, LLC 640.13%0.20%0.25%Q1 2021Q3 202310
Keystone Financial Group 820.05%0.28%1.13%Q1 2021Q3 202310
Atlas Private Wealth Management, LLC 10100.28%0.32%0.37%Q4 2019Q1 202210
Oakwell Private Wealth Management, LLC 640.12%0.41%0.76%Q4 2020Q3 202310
Gilbert & Cook, Inc. 10100.07%0.12%0.18%Q2 2021Q3 202310
Liberty Capital Management, Inc. 10100.36%0.41%0.44%Q2 2021Q3 202310
ADVANTAGE INVESTMENT MANAGEMENT, LLC 640.00%0.35%2.47%Q4 2016Q3 201910
Western Wealth Management, LLC 820.03%0.08%0.10%Q1 2021Q3 202310
Squar Milner Financial Services LLC 10100.26%0.51%0.86%Q1 2018Q2 202010
HARBOUR INVESTMENTS, INC. 640.00%0.02%0.05%Q1 2021Q3 202310
Burns Matteson Capital Management, LLC 10100.16%0.19%0.26%Q1 2021Q2 202310
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 710.00%0.00%0.00%Q1 2020Q3 202310
RESTON WEALTH MANAGEMENT LLC 10103.64%4.63%6.04%Q2 2021Q3 202310
Blue Barn Wealth, LLC 10101.29%1.42%1.62%Q2 2021Q3 202310
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.65%1.32%1.68%Q4 2017Q1 202010
MOTIVE WEALTH ADVISORS 10100.23%0.39%0.54%Q2 2021Q3 202310
Acorn Wealth Advisors, LLC 990.10%0.27%0.54%Q4 2017Q4 20199
Summit Financial, LLC 990.02%0.02%0.03%Q3 2021Q3 20239
Argent Trust Co 990.02%0.02%0.02%Q3 2021Q3 20239
Broadview Financial Management, LLC 410.17%0.20%0.25%Q4 2017Q2 20209
Starfire Investment Advisers, Inc. 990.27%0.41%0.68%Q2 2018Q2 20209
Kozak & Associates, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
Pacifica Partners Inc. 990.10%0.14%0.18%Q4 2021Q4 20239
Allen Capital Group, LLC 990.08%0.27%0.66%Q4 2017Q4 20199
Transform Wealth, LLC 540.54%0.95%1.22%Q2 2016Q3 20189
Vista Private Wealth Partners. LLC 630.14%0.17%0.21%Q3 2017Q4 20199
Pinnacle Family Advisors, LLC 420.44%1.00%1.60%Q4 2016Q4 20229
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 990.01%0.01%0.01%Q4 2017Q4 20199
BRIGGS ADVISORY GROUP, INC. 889.68%12.48%16.21%Q4 2021Q3 20238
Accredited Investors Inc. 880.04%0.05%0.07%Q4 2021Q3 20238
SWMG, LLC 440.14%0.36%0.50%Q2 2021Q2 20238
Ten Capital Wealth Advisors, LLC 880.01%0.04%0.08%Q3 2020Q2 20228
Montz Harcus Wealth Management LLC 880.22%0.31%0.37%Q4 2021Q3 20238
Melone Private Wealth, LLC 882.86%3.93%4.88%Q4 2021Q3 20238
Atria Investments, Inc 410.02%0.05%0.11%Q4 2016Q4 20228
Resource Management, LLC 881.85%5.50%7.16%Q1 2020Q4 20218
ROBERTS GLORE & CO INC /IL/ 880.07%0.09%0.11%Q4 2021Q3 20238
Red Tortoise LLC 440.42%0.47%0.55%Q3 2021Q3 20238
ETFIDEA, LLC 880.19%0.33%0.56%Q4 2021Q3 20238
E&G Advisors, LP 880.12%0.37%0.46%Q2 2018Q1 20208
ROYCE & ASSOCIATES LP 440.01%0.02%0.03%Q1 2019Q3 20238
Morton Brown Family Wealth, LLC 885.47%6.10%6.77%Q4 2021Q3 20238
VALICENTI ADVISORY SERVICES INC 880.12%0.59%1.42%Q1 2018Q4 20198
Ameritas Advisory Services, LLC 880.05%0.09%0.12%Q4 2021Q3 20238
Center for Financial Planning, Inc. 880.04%0.04%0.04%Q4 2021Q3 20238
PRW Wealth Management LLC 320.10%3.33%7.38%Q4 2020Q2 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.04%0.10%0.33%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 880.28%0.33%0.40%Q4 2021Q3 20238
Good Life Advisors, LLC 710.09%0.23%0.54%Q2 2021Q3 20238
Barden Capital Management, Inc. 881.69%1.95%2.11%Q4 2021Q3 20238
Addison Capital Co 880.12%0.13%0.15%Q1 2021Q4 20228
HUNTINGTON NATIONAL BANK 880.00%0.00%0.00%Q4 2021Q3 20238
Armbruster Capital Management, Inc. 880.07%0.08%0.10%Q4 2021Q3 20238
FOSTER DYKEMA CABOT & CO INC/MA 440.03%0.03%0.03%Q3 2021Q3 20238
Surevest, LLC 530.01%0.28%0.58%Q4 2018Q2 20228
Advance Capital Management, Inc. 880.05%0.08%0.12%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 884.31%4.53%4.91%Q4 2021Q3 20238
Quent Capital, LLC 880.13%0.15%0.17%Q4 2021Q3 20238
Capasso Planning Partners LLC 885.12%5.62%6.50%Q4 2021Q3 20238
LIBERTY WEALTH MANAGEMENT LLC 880.00%0.00%0.00%Q4 2018Q3 20208
RE Dickinson Investment Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.12%0.14%0.16%Q4 2021Q3 20238
Richwood Investment Advisors, LLC 880.42%0.43%0.43%Q4 2021Q3 20238
G2 CAPITAL MANAGEMENT, LLC / OH 880.28%0.33%0.36%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
First International Bank & Trust 880.08%0.09%0.11%Q4 2021Q3 20238
Waypoint Capital Advisors, LLC 880.12%0.17%0.30%Q4 2021Q3 20238
AIRE ADVISORS, LLC 881.64%3.33%4.58%Q4 2021Q3 20238
LTG Capital LLC 881.12%1.56%4.14%Q4 2021Q3 20238
TAGStone Capital, Inc. 882.13%2.39%2.61%Q4 2021Q3 20238
Meridian Wealth Management, LLC 620.02%0.08%0.24%Q3 2017Q3 20238
DENVER WEALTH MANAGEMENT, INC. 612.92%4.30%6.05%Q1 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.13%0.16%0.20%Q4 2021Q3 20238
Stone Point Wealth LLC 880.18%0.24%0.42%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Bill Few Associates, Inc. 880.25%0.29%0.34%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.00%0.00%0.00%Q4 2021Q3 20238
Avant Capital LLC 880.27%0.33%0.36%Q4 2021Q3 20238
AE Wealth Management LLC 710.00%0.00%0.01%Q4 2019Q3 20238
Laraway Financial Advisors Inc 771.36%1.43%1.51%Q1 2022Q3 20237
Sowell Financial Services LLC 770.00%0.00%0.02%Q3 2019Q1 20217
Bridgeworth, LLC 770.04%0.05%0.07%Q1 2022Q3 20237
Financial Futures Ltd Liability Co. 770.56%1.30%3.55%Q1 2022Q3 20237
Apeiron RIA LLC 520.16%0.25%0.36%Q4 2021Q3 20237
Avion Wealth 610.00%0.00%0.00%Q1 2020Q3 20237
Ledge Wealth Management, Inc. 772.74%3.25%3.92%Q1 2022Q3 20237
Vickerman Investment Advisors, Inc. 430.08%0.10%0.12%Q3 2021Q2 20237
ATHERTON LANE ADVISERS, LLC 770.04%0.05%0.05%Q2 2014Q4 20157
Strategies Wealth Advisors, LLC 430.60%0.67%0.75%Q4 2021Q3 20237
Royal Fund Management, LLC 770.01%0.40%1.60%Q4 2017Q2 20197
COMERICA BANK 610.00%0.00%0.01%Q2 2013Q3 20237
Rockwood Wealth Management, LLC 770.05%0.12%0.24%Q4 2021Q2 20237
J.W. COLE ADVISORS, INC. 770.06%0.07%0.08%Q1 2022Q3 20237
KESTRA PRIVATE WEALTH SERVICES, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
MANCHESTER FINANCIAL INC 610.03%0.04%0.07%Q2 2019Q1 20217
WCG Wealth Advisors LLC 660.12%1.49%2.00%Q2 2022Q3 20237
Diversified, LLC 771.50%1.77%2.08%Q1 2022Q3 20237
Parkside Financial Bank & Trust 310.00%0.00%0.01%Q3 2015Q2 20237
Lucia Wealth Services, LLC 430.17%0.41%1.47%Q4 2017Q3 20207
Rockbridge Investment Management, LCC 771.16%1.44%1.62%Q2 2020Q4 20217
361 CAPITAL LLC 770.05%0.07%0.10%Q2 2018Q4 20197
Qube Research & Technologies Ltd 320.00%0.00%0.00%Q2 2021Q3 20237
EVERMAY WEALTH MANAGEMENT LLC 770.03%0.04%0.04%Q1 2022Q3 20237
Homrich & Berg 770.02%0.02%0.03%Q2 2018Q4 20197
Covington Capital Management 610.00%0.00%0.00%Q2 2018Q3 20227
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Belpointe Asset Management LLC 410.00%0.09%0.17%Q3 2018Q3 20237
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.01%0.01%0.02%Q3 2020Q3 20237
Coastwise Capital Group, LLC 770.40%0.48%0.58%Q1 2022Q3 20237
Narus Financial Partners, LLC 770.12%0.14%0.15%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.03%0.03%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Financial Guidance Group, Inc. 773.69%3.84%4.19%Q1 2022Q3 20237
Family Legacy, Inc. 770.38%0.47%0.68%Q1 2021Q3 20227
Seaside Wealth Management, Inc. 660.27%4.24%6.49%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
WFG Advisors, LP 510.00%0.01%0.01%Q4 2013Q2 20176
Winslow, Evans & Crocker, Inc. 660.01%0.01%0.01%Q4 2013Q1 20156
NorthCrest Asset Manangement, LLC 310.01%0.01%0.02%Q4 2021Q3 20236
FORVIS Wealth Advisors, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q3 2021Q3 20236
Firestone Capital Management 660.13%0.25%0.31%Q2 2022Q3 20236
Azimuth Capital Investment Management LLC 660.01%0.01%0.02%Q2 2022Q3 20236
B. Riley Wealth Management, Inc. 660.02%0.02%0.02%Q1 2014Q2 20156
SIMON QUICK ADVISORS, LLC 660.27%0.38%0.48%Q2 2022Q3 20236
JONES FINANCIAL COMPANIES LLLP 660.00%0.00%0.00%Q2 2022Q3 20236
Csenge Advisory Group 660.01%0.02%0.02%Q2 2022Q3 20236
Jackson Creek Investment Advisors LLC 660.07%0.10%0.11%Q3 2020Q4 20216
Taylor & Morgan Wealth Management, LLC 661.00%1.12%1.21%Q2 2022Q3 20236
TUCKER ASSET MANAGEMENT LLC 660.00%0.00%0.01%Q2 2022Q3 20236
M&R CAPITAL MANAGEMENT INC 510.00%0.00%0.00%Q1 2020Q4 20236
V Wealth Advisors LLC 330.04%0.25%0.50%Q3 2021Q2 20236
Continuum Advisory, LLC 660.03%0.04%0.04%Q2 2022Q3 20236
Ackerman Capital Advisors, LLC 660.14%0.21%0.37%Q2 2022Q3 20236
KMS FINANCIAL SERVICES, INC 660.05%0.05%0.07%Q2 2013Q3 20146
Ballentine Partners, LLC 660.00%0.00%0.00%Q1 2016Q2 20176
OneDigital Investment Advisors LLC 310.00%0.01%0.05%Q2 2017Q2 20196
CORNERCAP INVESTMENT COUNSEL INC 510.17%0.24%0.29%Q3 2020Q1 20226
CM WEALTH ADVISORS LLC 660.34%0.76%1.07%Q2 2022Q3 20236
Tradition Wealth Management, LLC 661.11%1.33%1.62%Q4 2020Q1 20226
WEDBUSH SECURITIES INC 660.02%0.03%0.05%Q4 2020Q1 20226
SUNTRUST BANKS INC 660.01%0.01%0.01%Q2 2018Q3 20196
Lansing Street Advisors 660.04%0.12%0.32%Q1 2022Q2 20236
Arete Wealth Advisors, LLC 420.03%0.05%0.08%Q1 2019Q2 20236
MTM Investment Management, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Trilogy Capital Inc. 661.39%1.49%1.61%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.02%0.04%0.05%Q2 2022Q3 20236
First City Capital Management, Inc. 310.05%0.06%0.07%Q1 2014Q1 20166
Ledyard National Bank 330.00%0.01%0.02%Q3 2014Q4 20186
SEI INVESTMENTS CO 410.00%0.00%0.00%Q1 2017Q1 20196
Destination Wealth Management 660.00%0.00%0.00%Q1 2018Q2 20196
Highland Financial Advisors, LLC 660.18%0.24%0.32%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 410.01%0.06%0.12%Q1 2021Q1 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Founders Financial Alliance, LLC 310.01%0.13%0.26%Q2 2021Q3 20236
American Trust 660.02%0.04%0.06%Q1 2022Q2 20236
WILLNER & HELLER, LLC 550.36%0.37%0.39%Q4 2021Q4 20225
Towerpoint Wealth, LLC 410.02%0.12%0.16%Q3 2019Q3 20235
Mokosak Advisory Group, LLC 553.59%3.78%3.94%Q4 2018Q4 20195
Realta Investment Advisors 550.04%0.04%0.05%Q3 2022Q3 20235
PRING TURNER CAPITAL GROUP INC 553.13%3.42%3.57%Q3 2016Q3 20175
Jacobi Capital Management LLC 320.00%0.00%0.01%Q2 2020Q3 20215
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
HOWE & RUSLING INC 550.00%0.00%0.00%Q4 2021Q4 20225
NATIXIS 550.04%0.05%0.07%Q2 2017Q2 20185
Tower View Wealth Management LLC 550.00%0.00%0.00%Q2 2022Q2 20235
Bogart Wealth, LLC 550.00%0.01%0.02%Q3 2022Q3 20235
OAK HARBOR WEALTH PARTNERS, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q1 2021Q4 20225
H&H Retirement Design & Management INC 551.27%1.42%1.59%Q4 2021Q4 20225
Arlington Partners LLC 550.02%0.02%0.02%Q1 2021Q1 20225
QUEST CAPITAL MANAGEMENT INC /ADV 550.14%0.60%1.36%Q4 2018Q4 20195
BCS Wealth Management 310.08%0.12%0.20%Q4 2019Q4 20215
Capital Wealth Planning, LLC 410.03%0.05%0.08%Q2 2017Q1 20205
Winfield Associates, Inc. 550.00%0.00%0.00%Q4 2016Q4 20175
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 310.01%0.04%0.05%Q2 2018Q3 20235
Compass Financial Group, Inc. 551.11%1.14%1.20%Q4 2018Q4 20195
Bernardo Wealth Planning LLC 550.27%0.31%0.34%Q4 2018Q4 20195
Newbridge Financial Services Group, Inc. 550.00%0.00%0.01%Q1 2022Q1 20235
Goodwin Investment Advisory 550.00%0.00%0.01%Q2 2021Q2 20225
CoreCap Advisors, LLC 550.03%0.06%0.09%Q4 2021Q4 20225
Sequoia Financial Advisors, LLC 320.04%0.59%1.36%Q3 2014Q1 20175
Financial Management Professionals, Inc. 410.00%4.45%22.23%Q1 2017Q2 20215
CONSILIO WEALTH ADVISORS, LLC 550.20%0.49%1.16%Q3 2022Q3 20235
Capstone Triton Financial Group, LLC 550.08%0.18%0.43%Q4 2020Q4 20215
Merriman Wealth Management, LLC 320.08%0.19%0.37%Q2 2019Q3 20225
TSFG, LLC 550.00%0.00%0.00%Q1 2019Q1 20205
Sowa Financial Group, Inc. 550.02%0.02%0.02%Q4 2019Q4 20205
TCG Advisors, LP 550.18%0.36%0.61%Q4 2018Q4 20195
BROWN ADVISORY INC 550.00%0.00%0.01%Q3 2022Q3 20235
Compass Ion Advisors, LLC 551.48%4.91%6.11%Q3 2022Q3 20235
LBMC INVESTMENT ADVISORS, LLC 550.03%0.03%0.03%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.01%0.04%0.07%Q3 2021Q3 20225
AlphaStar Capital Management, LLC 550.42%0.89%1.69%Q1 2018Q1 20195
Hoover Financial Advisors, Inc. 550.00%0.00%0.00%Q2 2020Q2 20215
PARK AVENUE SECURITIES LLC 310.01%0.01%0.01%Q3 2021Q3 20235
JD Financial Services Inc. 550.28%0.32%0.41%Q4 2020Q4 20215
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q2 2019Q2 20205
Capital Advisors, Ltd. LLC 550.01%0.01%0.01%Q4 2018Q4 20195
Leading Edge Financial Planning LLC 440.24%0.31%0.39%Q4 2022Q3 20234
Smart Money Group LLC 440.21%0.23%0.24%Q1 2018Q4 20184
ProVise Management Group, LLC 310.11%0.19%0.26%Q3 2016Q3 20184
Farther Finance Advisors, LLC 440.34%0.88%1.40%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.19%0.22%0.28%Q4 2022Q3 20234
Concorde Asset Management, LLC 440.50%0.53%0.56%Q3 2018Q2 20194
COURIER CAPITAL LLC 210.02%0.02%0.02%Q2 2021Q2 20234
STEVENS CAPITAL PARTNERS 441.13%1.20%1.30%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Palo Capital, Inc. 440.31%0.36%0.40%Q1 2018Q4 20184
H. L. Ormond & Company, LLC 441.44%1.58%1.89%Q4 2021Q3 20224
RDA Financial Network 440.12%0.13%0.14%Q1 2019Q4 20194
MONEY CONCEPTS CAPITAL CORP 210.01%0.03%0.04%Q1 2021Q4 20224
626 Financial, LLC 440.17%0.17%0.17%Q4 2022Q3 20234
Alliance Wealth Advisors, LLC /UT 440.10%0.11%0.12%Q4 2022Q3 20234
Allianz Asset Management GmbH 440.01%0.01%0.01%Q4 2015Q3 20164
Seed Wealth Management, Inc. 440.64%0.83%0.96%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
StoneX Group Inc. 440.11%0.15%0.21%Q1 2021Q4 20214
Westside Investment Management, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
WHITTIER TRUST CO 440.00%0.00%0.00%Q2 2022Q1 20234
FirstPurpose Wealth LLC 440.14%0.15%0.15%Q4 2022Q3 20234
Shone Asset Management LLC 440.48%0.51%0.56%Q1 2020Q4 20204
NBT BANK N A /NY 440.06%0.07%0.08%Q3 2019Q2 20204
New Hampshire Trust 444.95%5.02%5.06%Q4 2022Q3 20234
CreativeOne Wealth, LLC 440.02%0.05%0.09%Q4 2022Q3 20234
TCI Wealth Advisors, Inc. 310.00%0.00%0.00%Q3 2019Q1 20234
Canal Capital Management, LLC 440.16%0.18%0.19%Q1 2017Q4 20174
Meredith Wealth Planning 441.20%1.33%1.49%Q4 2022Q3 20234
CAPITAL WEALTH MANAGEMENT, LLC 310.15%0.20%0.25%Q3 2021Q4 20224
Pinkerton Retirement Specialists, LLC 440.03%0.99%2.67%Q4 2017Q3 20184
Koshinski Asset Management, Inc. 440.01%0.02%0.02%Q3 2021Q2 20224
Azimuth Capital Management LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Guidant Wealth Advisors 440.24%0.25%0.27%Q4 2018Q3 20194
HRT FINANCIAL LP 220.01%0.03%0.06%Q1 2021Q3 20234
New England Capital Financial Advisors LLC 441.97%2.00%2.04%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Kades & Cheifetz LLC 443.58%3.73%3.84%Q4 2022Q3 20234
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q1 2021Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.13%0.16%0.24%Q4 2022Q3 20234
Financial Freedom, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 440.04%0.12%0.19%Q4 2022Q3 20234
Castle Rock Wealth Management, LLC 440.18%0.22%0.29%Q4 2022Q3 20234
Truvvo Partners LLC 441.04%1.15%1.30%Q2 2017Q1 20184
FINANCIAL CONSULATE, INC 440.24%0.28%0.32%Q4 2014Q3 20154
Crescent Sterling, Ltd. 440.37%0.40%0.42%Q4 2022Q3 20234
DRIVE WEALTH MANAGEMENT, LLC 440.19%0.28%0.38%Q4 2022Q3 20234
TMFS HOLDINGS LLC 443.86%9.37%12.02%Q3 2015Q2 20164
DERBY & COMPANY, INC 442.51%2.70%2.92%Q3 2019Q2 20204
Orion Portfolio Solutions, LLC 210.00%0.00%0.01%Q1 2020Q3 20234
Pacific Edge Advisors, LLC 440.15%0.24%0.32%Q4 2017Q3 20184
Sterling Financial Planning, Inc. 440.09%0.09%0.10%Q4 2020Q3 20214
Capital Asset Advisory Services LLC 440.00%0.01%0.01%Q4 2019Q3 20204
ROWLAND CARMICHAEL ADVISORS INC /ADV 440.00%0.15%0.54%Q3 2018Q2 20194
MACRO Consulting Group 440.15%0.17%0.18%Q3 2020Q2 20214
Wallace Advisory Group, LLC 440.34%0.35%0.35%Q4 2022Q3 20234
Crewe Advisors LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Curi Wealth Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
PREMIER ASSET MANAGEMENT LLC 330.06%0.08%0.14%Q1 2017Q3 20173
Ritter Daniher Financial Advisory LLC / DE 210.00%0.00%0.00%Q2 2022Q2 20233
First Horizon Advisors, Inc. 210.00%0.00%0.00%Q4 2019Q3 20213
Lauer Wealth, LLC 332.46%2.53%2.62%Q1 2023Q3 20233
TWO SIGMA SECURITIES, LLC 110.00%0.16%0.46%Q3 2017Q2 20213
Anson Capital, Inc. 330.99%2.08%2.76%Q1 2023Q3 20233
CIBC WORLD MARKET INC. 330.01%0.04%0.05%Q4 2020Q2 20213
RGT Wealth Advisors, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Strategic Wealth Partners, Ltd. 330.05%1.05%1.82%Q1 2018Q3 20183
Novak Financial Planning, LLC 330.12%0.12%0.13%Q4 2020Q2 20213
Sullivan, Bruyette, Speros & Blaney, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
WealthPlan Investment Management, LLC 210.02%0.02%0.03%Q1 2022Q4 20223
Gateway Wealth Partners, LLC 330.04%0.05%0.05%Q4 2022Q2 20233
Allegis Investment Advisors, LLC 210.00%1.23%2.04%Q4 2015Q1 20183
OLD MISSION CAPITAL LLC 210.01%0.10%0.25%Q1 2021Q4 20213
Better Money Decisions, LLC 330.02%0.02%0.02%Q1 2021Q3 20213
JOYN Advisors, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
Stevard, LLC 331.16%1.43%1.90%Q4 2019Q2 20203
TWO SIGMA ADVISERS, LP 330.00%0.00%0.00%Q1 2023Q3 20233
Pendal Group Ltd 330.06%0.06%0.06%Q1 2019Q3 20193
First Capital Advisors Group, LLC. 210.00%0.16%0.28%Q1 2017Q2 20233
North Star Investment Management Corp. 330.00%0.00%0.00%Q3 2019Q1 20203
EverSource Wealth Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
HATTON CONSULTING, INC. 330.78%1.19%1.48%Q1 2021Q3 20213
Haverford Trust Co 330.00%0.00%0.00%Q1 2021Q3 20213
Blue Trust, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Ground Swell Capital, LLC 210.07%0.96%2.68%Q2 2014Q3 20213
Gradient Capital Advisors, LLC 330.22%0.23%0.24%Q1 2018Q3 20183
MAI Capital Management 330.00%0.00%0.01%Q1 2023Q3 20233
Lindbrook Capital, LLC 210.00%0.00%0.00%Q3 2020Q2 20233
Laurel Wealth Advisors, Inc. 210.02%0.37%1.00%Q2 2020Q1 20223
Vestmark Advisory Solutions, Inc. 330.01%0.06%0.15%Q4 2021Q2 20223
Graves Light Lenhart Wealth, Inc. 330.01%0.01%0.01%Q4 2021Q2 20223
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.11%0.15%0.18%Q1 2022Q2 20233
PATHSTONE FAMILY OFFICE, LLC 210.00%0.01%0.02%Q1 2019Q3 20233
Certified Advisory Corp 330.00%0.00%0.01%Q2 2019Q4 20193
Pinion Investment Advisors, LLC 330.48%0.52%0.56%Q3 2021Q1 20223
Archer Investment Corp 330.00%0.00%0.00%Q1 2023Q3 20233
Cherry Creek Investment Advisors, Inc. 330.18%0.19%0.19%Q2 2021Q4 20213
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Transamerica Financial Advisors, Inc. 210.00%0.00%0.00%Q2 2013Q2 20233
Cable Hill Partners, LLC 210.01%0.02%0.04%Q4 2018Q3 20233
Cahill Wealth Management, LLC 330.41%0.48%0.52%Q1 2022Q3 20223
Burt Wealth Advisors 330.01%0.02%0.03%Q3 2016Q1 20173
FourThought Financial, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
SILVER OAK SECURITIES, INCORPORATED 210.04%0.05%0.06%Q3 2022Q3 20233
Cornerstone Planning Group LLC 210.01%0.03%0.05%Q4 2022Q3 20233
SII INVESTMENTS INC/WI 210.02%0.02%0.02%Q4 2016Q3 20173
Compagnie Lombard Odier SCmA 330.00%0.00%0.00%Q2 2015Q4 20153
HERITAGE WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q2 2021Q1 20223
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Capstone Financial Group, Inc. 330.03%0.03%0.04%Q4 2019Q2 20203
tru Independence LLC 110.06%0.41%0.95%Q4 2019Q1 20213
FinTrust Capital Advisors, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
Virtue Capital Management, LLC 210.00%1.56%4.66%Q4 2017Q4 20193
OXFORD FINANCIAL GROUP, LTD. LLC 210.00%0.02%0.05%Q2 2022Q2 20233
BKS ADVISORS, LLC 331.37%2.43%3.12%Q3 2018Q1 20193
Glass Jacobson Investment Advisors llc 210.08%0.13%0.16%Q4 2022Q3 20233
JFS WEALTH ADVISORS, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
TrinityPoint Wealth, LLC 330.04%0.09%0.11%Q1 2023Q3 20233
CAMBRIDGE TRUST CO 330.01%0.01%0.02%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.01%0.02%0.02%Q4 2017Q4 20183
FREEDOM WEALTH ALLIANCE, LLC 330.29%0.30%0.32%Q4 2022Q2 20233
BCGM Wealth Management, LLC 210.11%0.11%0.12%Q4 2022Q3 20233
PFG Private Wealth Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Apella Capital, LLC 210.02%0.02%0.02%Q4 2022Q3 20233
PCA Investment Advisory Services Inc. 330.18%0.20%0.21%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.04%0.04%0.05%Q1 2023Q3 20233
Procyon Advisors, LLC 330.01%0.02%0.02%Q4 2019Q2 20203
Perennial Investment Advisors, LLC 331.23%1.76%2.76%Q1 2023Q3 20233
ACAS, LLC 210.25%0.28%0.30%Q1 2022Q3 20233
Pensionmark Financial Group, LLC 110.08%2.46%4.55%Q3 2019Q2 20213
Moloney Securities Asset Management, LLC 210.05%0.19%0.47%Q1 2019Q1 20233
NewSquare Capital LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Landmark Wealth Management, LLC 210.10%0.16%0.23%Q1 2022Q3 20233
Argentus Capital Management, LLC 210.00%0.00%0.01%Q4 2015Q3 20163
BIP Wealth, LLC 330.63%0.68%0.74%Q1 2023Q3 20233
TRUEWEALTH LLC 210.01%0.01%0.01%Q1 2018Q2 20203
Perigon Wealth Management, LLC 210.00%0.00%0.00%Q4 2016Q4 20173
Michael S. Ryan, Inc. 339.90%10.53%10.85%Q2 2023Q4 20233
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 210.02%0.08%0.22%Q4 2018Q3 20213
Argent Wealth Management LLC 330.36%0.43%0.55%Q4 2019Q2 20203
Ford Financial Group, LLC 335.66%8.06%12.70%Q3 2022Q1 20233
Prospera Financial Services Inc 210.00%0.00%0.00%Q3 2020Q2 20223
Private Ocean, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Advisor OS, LLC 330.06%0.07%0.08%Q1 2022Q3 20223
Chessman Wealth Strategies RIA 214.82%6.38%9.27%Q4 2017Q3 20183
CREDIT SUISSE AG/ 210.00%0.00%0.00%Q1 2018Q1 20193
Aptus Capital Advisors, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
PRUDENTIAL FINANCIAL INC 220.00%0.00%0.00%Q2 2023Q3 20232
D. SCOTT NEAL, INC. 220.00%0.00%0.00%Q4 2017Q1 20182
Parcion Private Wealth LLC 220.02%0.13%0.23%Q1 2022Q2 20222
Per Stirling Capital Management, LLC. 220.93%1.03%1.14%Q4 2022Q1 20232
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q2 2014Q2 20152
Fiduciary Alliance LLC 110.01%0.01%0.02%Q4 2022Q2 20232
Paulson Wealth Management Inc. 220.13%0.14%0.14%Q2 2023Q3 20232
Litman Gregory Wealth Management LLC 220.04%0.04%0.04%Q3 2021Q4 20212
Dean, Jacobson Financial Services, LLC 1118.74%19.91%21.09%Q4 2021Q3 20232
Invesco Ltd. 220.00%0.00%0.00%Q3 2013Q4 20132
Accel Wealth Management 220.17%0.17%0.18%Q2 2023Q3 20232
TWO SIGMA INVESTMENTS, LP 220.00%0.01%0.01%Q2 2023Q3 20232
NORTHERN TRUST CORP 220.00%0.00%0.00%Q4 2020Q1 20212
Belvedere Trading LLC 110.05%0.06%0.07%Q2 2021Q4 20212
LIBRA WEALTH LLC 220.22%0.24%0.27%Q4 2021Q1 20222
Bellwether Advisors, LLC 110.00%0.00%0.00%Q4 2021Q1 20232
Cavalier Investments, LLC 220.65%0.69%0.74%Q4 2020Q1 20212
AWM CAPITAL, LLC 220.25%0.25%0.26%Q3 2021Q4 20212
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Systelligence, LLC 220.80%0.87%0.94%Q4 2019Q1 20202
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q1 2023Q2 20232
Signify Wealth 116.08%6.16%6.25%Q4 2020Q2 20212
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q3 2013Q1 20142
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Wall Capital Group, Inc. 220.18%0.28%0.38%Q3 2022Q4 20222
Householder Group Estate & Retirement Specialist, LLC 110.16%0.20%0.23%Q1 2022Q1 20232
Orin Green Financial, LLC 220.15%0.16%0.16%Q2 2021Q3 20212
Fortune Financial Advisors, LLC 220.16%0.16%0.16%Q2 2023Q3 20232
GoalVest Advisory LLC 220.01%0.88%1.76%Q1 2022Q2 20222
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q4 2021Q1 20222
CANANDAIGUA NATIONAL BANK & TRUST CO 220.16%0.21%0.26%Q3 2018Q4 20182
Dixon Hughes Goodman Wealth Advisors LLC 220.14%0.16%0.18%Q4 2021Q1 20222
Barber Financial Group, Inc. 114.26%4.75%5.24%Q1 2018Q3 20182
Sentinus, LLC 220.21%0.21%0.22%Q1 2023Q2 20232
Advisors Preferred, LLC 110.28%0.51%0.74%Q1 2014Q4 20152
Clear Creek Financial Management, LLC 110.64%0.78%0.92%Q2 2021Q1 20222
TECTONIC ADVISORS LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Cribstone Capital Management, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Ruggie Capital Group 110.01%0.03%0.05%Q2 2016Q4 20182
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
PERSONAL CFO SOLUTIONS, LLC 220.06%0.07%0.07%Q2 2022Q3 20222
FIRST TRUST ADVISORS LP 220.00%0.00%0.00%Q4 2020Q1 20212
STRINGER ASSET MANAGEMENT, LLC 220.98%1.04%1.10%Q1 2022Q2 20222
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
Moser Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Snowden Capital Advisors LLC 220.04%0.04%0.04%Q3 2018Q4 20182
Lido Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Simplicity Solutions, LLC 220.06%0.09%0.11%Q4 2018Q1 20192
Mission Creek Capital Partners, Inc. 220.10%0.11%0.12%Q2 2023Q3 20232
Walleye Capital LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Northeast Financial Group, Inc. 220.74%0.74%0.75%Q4 2022Q1 20232
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q2 2016Q2 20192
FRANKLIN RESOURCES INC 110.00%0.02%0.05%Q1 2021Q3 20212
Efficient Advisors, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Carnick & Kubik, LLC 220.29%0.34%0.39%Q4 2013Q1 20142
Portside Wealth Group, LLC 220.32%0.33%0.33%Q2 2023Q3 20232
TEXAS PERMANENT SCHOOL FUND CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Hanlon Investment Management, Inc. 220.52%0.57%0.61%Q3 2019Q4 20192
SCHRODERS IS Ltd 223.97%4.15%4.33%Q1 2019Q2 20192
Future Financial Wealth Managment LLC 220.02%0.02%0.02%Q4 2021Q1 20222
TimeScale Financial, Inc. 220.01%0.01%0.01%Q2 2019Q3 20192
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q2 2021Q1 20222
JFG Wealth Management, LLC 110.00%0.37%0.74%Q4 2018Q3 20202
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q1 2016Q1 20202
My Personal CFO, LLC 110.09%0.14%0.19%Q4 2021Q4 20222
Keebeck Wealth Management, LLC 220.05%0.07%0.08%Q1 2021Q2 20212
Halpern Financial, Inc. 220.00%0.02%0.03%Q4 2019Q1 20202
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q4 2015Q1 20162
Merit Financial Group, LLC 220.18%0.19%0.19%Q2 2023Q3 20232
Beaumont Financial Partners, LLC 110.03%0.03%0.04%Q1 2021Q3 20222
Trexquant Investment LP 220.01%0.01%0.01%Q2 2023Q3 20232
Vise Technologies, Inc. 220.06%0.07%0.08%Q4 2021Q1 20222
Werba Rubin Papier Wealth Management 220.07%0.08%0.08%Q1 2023Q2 20232
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Slow Capital, Inc. 220.17%0.20%0.22%Q2 2021Q3 20212
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
IMS Capital Management 220.31%0.32%0.32%Q3 2013Q4 20132
USAdvisors Wealth Management, LLC 220.52%0.63%0.74%Q2 2018Q3 20182
SG Americas Securities, LLC 110.00%0.00%0.00%Q3 2013Q3 20142
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
MATRIX PRIVATE CAPITAL GROUP LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Advisor Resource Council 110.02%0.04%0.07%Q2 2021Q4 20212
Pathway Financial Advisors LLC 220.02%0.03%0.03%Q1 2018Q2 20182
INTERACTIVE FINANCIAL ADVISORS, INC. 221.69%2.33%2.98%Q2 2023Q3 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
INVESTMENT CENTERS OF AMERICA INC 220.04%0.05%0.06%Q2 2017Q3 20172
Flagship Private Wealth, LLC 110.00%0.10%0.21%Q2 2021Q4 20212
GSB Wealth Management, LLC 220.02%0.05%0.08%Q1 2023Q2 20232
Sandy Cove Advisors, LLC 220.17%0.17%0.17%Q4 2021Q1 20222
MOSAIC FAMILY WEALTH PARTNERS, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
TIAA TRUST, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q3 2023Q3 20231
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
DAVENPORT & Co LLC 110.00%0.00%0.00%Q1 2019Q1 20191
IFS Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.09%0.09%0.09%Q3 2022Q3 20221
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
EMERSON INVESTMENT MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Vontobel Holding Ltd. 110.00%0.00%0.00%Q1 2022Q1 20221
Commonwealth Financial Services, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
Copperwynd Financial, LLC 111.71%1.71%1.71%Q1 2018Q1 20181
Plan Group Financial, LLC 110.78%0.78%0.78%Q2 2022Q2 20221
Strategic Blueprint, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
S.A. Mason LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Disciplined Investments, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Safeguard Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Carter Financial Group, INC. 118.15%8.15%8.15%Q1 2022Q1 20221
TD Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Spectrum Wealth Advisory Group, LLC 111.31%1.31%1.31%Q1 2020Q1 20201
J Arnold Wealth Management Co 110.22%0.22%0.22%Q4 2019Q4 20191
Congress Wealth Management LLC / DE / 110.07%0.07%0.07%Q3 2023Q3 20231
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
CMC Financial Group 110.69%0.69%0.69%Q4 2020Q4 20201
PNC Managed Account Solutions, Inc. 110.10%0.10%0.10%Q2 2021Q2 20211
Synergy Asset Management, LLC 110.72%0.72%0.72%Q1 2021Q1 20211
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Pettinga Financial Advisors LLC 110.13%0.13%0.13%Q2 2022Q2 20221
HOEY INVESTMENTS, INC 110.01%0.01%0.01%Q3 2022Q3 20221
MFA WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Austin Wealth Management, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Oak Asset Management, LLC 110.45%0.45%0.45%Q2 2022Q2 20221
Cambria Investment Management, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
MACROVIEW INVESTMENT MANAGEMENT LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Farmer Steven Patrick 110.35%0.35%0.35%Q2 2022Q2 20221
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Redhawk Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
RMR Wealth Builders 110.15%0.15%0.15%Q3 2020Q3 20201
Glassman Wealth Services 110.00%0.00%0.00%Q4 2021Q4 20211
EisnerAmper Wealth Management Corporate Benefits, LLC 110.84%0.84%0.84%Q3 2018Q3 20181
BMS Financial Advisors, LLC 111.23%1.23%1.23%Q2 2023Q2 20231
FDx Advisors, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
OLD MISSION CAPITAL, LLC 110.24%0.24%0.24%Q4 2020Q4 20201
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Berger Financial Group, Inc 110.34%0.34%0.34%Q4 2020Q4 20201
Mirador Capital Partners LP 110.05%0.05%0.05%Q4 2021Q4 20211
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
WealthStone, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ignite Planners, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
GREENUP STREET WEALTH MANAGEMENT LLC 111.83%1.83%1.83%Q2 2022Q2 20221
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Integrated Wealth Management 110.01%0.01%0.01%Q3 2016Q3 20161
BANYAN CAPITAL MANAGEMENT, INC. 110.74%0.74%0.74%Q4 2018Q4 20181
PFG Advisors 110.02%0.02%0.02%Q1 2023Q1 20231
Stone House Investment Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Rinkey Investments 110.02%0.02%0.02%Q4 2021Q4 20211
BELLEVUE ASSET MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Graticule Asia Macro Advisors LLC 110.92%0.92%0.92%Q3 2021Q3 20211
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
FIRST COMMUNITY TRUST NA 110.00%0.00%0.00%Q2 2022Q2 20221
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Granite Investment Partners, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
ALPS ADVISORS INC 110.05%0.05%0.05%Q3 2023Q3 20231
American Financial Network Advisory Services LLC 112.69%2.69%2.69%Q3 2019Q3 20191
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q1 2014Q1 20141
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Tatro Capital, LLC 110.28%0.28%0.28%Q3 2020Q3 20201
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Vanguard Capital Wealth Advisors 110.27%0.27%0.27%Q1 2018Q1 20181
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.03%0.03%0.03%Q2 2018Q2 20181
Pinnacle Wealth Advisors 110.13%0.13%0.13%Q2 2021Q2 20211
Seven Springs Wealth Group, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Bridge Advisory, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
PATTON ALBERTSON MILLER GROUP, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
WBI INVESTMENTS, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
LVZ, Inc. 110.09%0.09%0.09%Q3 2018Q3 20181
Beaumont Capital Management, LLC 110.61%0.61%0.61%Q1 2021Q1 20211
BBVA USA Bancshares, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Mach-1 Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
MBE Wealth Management, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
REGENTATLANTIC CAPITAL LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Brightworth 110.31%0.31%0.31%Q3 2022Q3 20221
Bowman & Co S.C. 110.29%0.29%0.29%Q3 2022Q3 20221
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Pinnacle Advisory Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Weatherstone Capital Management 110.18%0.18%0.18%Q4 2018Q4 20181
OPPENHEIMER & CO INC 110.07%0.07%0.07%Q1 2022Q1 20221
SkyOak Wealth, LLC 112.50%2.50%2.50%Q4 2019Q4 20191
Grey Fox Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CX Institutional 110.03%0.03%0.03%Q2 2022Q2 20221
Leisure Capital Management 110.53%0.53%0.53%Q4 2018Q4 20181
Manhattan West Asset Management, LLC 110.26%0.26%0.26%Q4 2021Q4 20211
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Endurance Wealth Management, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
TOTH FINANCIAL ADVISORY CORP 110.02%0.02%0.02%Q3 2023Q3 20231
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
3EDGE Asset Management, LP 1117.59%17.59%17.59%Q3 2018Q3 20181
IMC-Chicago, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Equita Financial Network, Inc. 111.85%1.85%1.85%Q3 2023Q3 20231
Permit Capital Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Wealth Enhancement & Preservation of GA, LLC 111.77%1.77%1.77%Q2 2021Q2 20211
Alpha Omega Wealth Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
NOMURA HOLDINGS INC 110.01%0.01%0.01%Q2 2013Q2 20131
Visionary Asset Management, Inc. 110.49%0.49%0.49%Q3 2018Q3 20181
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MGO ONE SEVEN LLC 110.02%0.02%0.02%Q4 2018Q4 20181
VSR Financial Services, Inc. 110.10%0.10%0.10%Q2 2013Q2 20131
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Dougherty Wealth Advisers LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
Ferris Capital, LLC 111.60%1.60%1.60%Q2 2021Q2 20211
Formidable Asset Management, LLC 110.29%0.29%0.29%Q2 2019Q2 20191
CORDA Investment Management, LLC. 110.13%0.13%0.13%Q3 2017Q3 20171
Johnson Financial Group, LLC 113.70%3.70%3.70%Q4 2018Q4 20181
Cordant, Inc. 110.05%0.05%0.05%Q4 2019Q4 20191
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Element Wealth, LLC 112.83%2.83%2.83%Q4 2019Q4 20191
NATIXIS ADVISORS, L.P. 110.01%0.01%0.01%Q4 2018Q4 20181
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Crabel Capital Management, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Aurora Private Wealth, Inc. 110.09%0.09%0.09%Q4 2019Q4 20191
Financial Enhancement Group LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Stearns Financial Services Group 110.00%0.00%0.00%Q2 2019Q2 20191
Boulder Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Legacy Financial Strategies, LLC 110.33%0.33%0.33%Q4 2017Q4 20171
External links

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