SPDR SERIES TRUST shareholder history

Current and past SPDR SERIES TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 40400.00%0.00%0.01%Q4 2013Q3 202395
HUNTINGTON NATIONAL BANK 47470.00%0.23%0.48%Q1 2012Q3 202347
MUFG Americas Holdings Corp 4050.00%0.02%0.09%Q4 2010Q3 202245
US BANCORP \DE\ 42420.00%0.01%0.40%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.04%0.08%Q2 2013Q3 202342
CAPITAL CITY TRUST CO/FL 42420.22%0.48%0.72%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.06%0.30%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.07%0.26%Q2 2013Q3 202342
Sandy Spring Bank 42420.01%0.01%0.02%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.13%0.33%Q2 2013Q3 202342
Windsor Capital Management, LLC 42422.18%3.71%5.47%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42421.30%1.66%2.66%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.06%0.30%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.02%0.03%0.04%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.04%Q2 2013Q3 202342
Prospera Financial Services Inc 42420.03%0.29%1.69%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.02%0.03%0.05%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.02%0.07%0.10%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.03%0.12%0.22%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
LPL Financial LLC 42420.04%0.09%0.20%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.03%0.08%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.03%Q2 2013Q3 202342
AMERICAN NATIONAL BANK 42420.01%0.23%0.58%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.02%0.09%0.22%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.00%0.00%0.00%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.07%0.18%0.60%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.01%0.42%1.50%Q2 2013Q3 202342
Transamerica Financial Advisors, Inc. 42420.00%0.39%1.28%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.05%0.17%0.38%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.03%0.07%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.07%0.50%1.47%Q3 2013Q3 202341
Invesco Ltd. 4010.00%0.00%0.00%Q2 2013Q3 202341
GOLDMAN SACHS GROUP INC 3630.00%0.01%0.03%Q3 2013Q3 202341
Court Place Advisors, LLC 40400.09%0.18%0.38%Q4 2013Q3 202340
Financial Architects, Inc 3640.33%0.70%1.57%Q2 2013Q2 202340
WESBANCO BANK INC 29110.04%0.09%0.26%Q3 2013Q3 202340
Creative Planning 3370.00%0.02%0.04%Q3 2013Q3 202340
EFG Asset Management (Americas) Corp. 40400.15%0.75%1.62%Q4 2013Q3 202340
Janney Montgomery Scott LLC 29110.02%0.04%0.07%Q3 2013Q3 202340
FMR LLC 40400.00%0.01%0.04%Q4 2013Q3 202340
WEDBUSH SECURITIES INC 3910.01%0.09%0.19%Q2 2013Q3 202340
Private Advisor Group, LLC 40400.00%0.09%0.23%Q4 2013Q3 202340
New England Private Wealth Advisors LLC 40400.23%0.64%1.03%Q4 2013Q3 202340
RAYMOND JAMES TRUST N.A. 40400.01%0.04%0.07%Q4 2013Q3 202340
Occidental Asset Management, LLC 39390.32%0.69%1.57%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.02%0.03%0.05%Q1 2014Q3 202339
Mirae Asset Global Investments Co., Ltd. 28110.01%0.07%0.86%Q2 2013Q3 202339
Madden Advisory Services, Inc. 3810.00%0.24%0.48%Q2 2013Q2 202339
Evercore Wealth Management, LLC 3540.00%0.01%0.02%Q4 2013Q3 202339
SignalPoint Asset Management, LLC 25130.08%0.21%0.49%Q4 2013Q3 202338
Advisory Alpha, LLC 2060.06%2.51%5.03%Q4 2013Q3 202337
Stratos Wealth Partners, LTD. 3250.01%0.13%1.19%Q2 2014Q3 202337
D.A. DAVIDSON & CO. 1820.00%0.01%0.04%Q2 2013Q3 202337
UBS Group AG 36360.00%0.02%0.03%Q4 2014Q3 202337
Raymond James Financial Services Advisors, Inc. 2210.02%0.09%0.34%Q2 2013Q3 202336
IndexIQ Advisors LLC 36360.04%2.48%8.37%Q2 2013Q1 202236
CULLEN/FROST BANKERS, INC. 2790.00%0.01%0.02%Q2 2013Q3 202336
M&T BANK CORP 21150.00%0.00%0.01%Q3 2014Q3 202336
Advisory Services Network, LLC 2710.00%0.02%0.07%Q4 2013Q3 202336
Patten Group, Inc. 36360.30%0.59%0.87%Q4 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.07%0.80%1.71%Q4 2014Q3 202336
SONATA CAPITAL GROUP INC 36360.28%0.48%0.74%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36360.01%0.40%0.72%Q4 2014Q3 202336
Cetera Advisor Networks LLC 3510.02%0.05%0.12%Q3 2014Q3 202336
Citadel Advisors 1210.00%0.00%0.00%Q3 2014Q3 202335
Allianz Asset Management GmbH 1710.00%0.01%0.06%Q2 2013Q3 202335
Atria Investments, Inc 3050.01%0.11%0.39%Q2 2014Q3 202335
JANE STREET GROUP, LLC 1020.00%0.03%0.16%Q3 2015Q3 202335
Winfield Associates, Inc. 34340.68%1.80%2.78%Q4 2013Q1 202234
Bank of New York Mellon Corp 20140.00%0.00%0.00%Q1 2015Q3 202334
B. Riley Wealth Advisors, Inc. 2710.00%0.16%0.49%Q2 2013Q3 202334
PRUDENTIAL FINANCIAL INC 3220.00%0.03%0.07%Q3 2014Q3 202334
Sigma Planning Corp 34340.02%0.06%0.19%Q2 2015Q3 202334
QS Investors, LLC 33330.35%1.16%2.61%Q2 2013Q2 202133
Kessler Investment Group, LLC 33330.01%0.01%0.02%Q3 2015Q3 202333
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.06%0.09%Q3 2013Q3 202333
First Heartland Consultants, Inc. 2820.01%0.14%0.42%Q2 2013Q3 202333
NEXT Financial Group, Inc 1760.01%0.07%0.19%Q2 2014Q4 202133
FIFTH THIRD BANCORP 33330.00%0.05%0.18%Q3 2015Q3 202333
FineMark National Bank & Trust 2230.00%0.02%0.06%Q2 2013Q4 202132
Baker Avenue Asset Management, LP 2750.00%0.77%1.65%Q2 2013Q3 202332
SEI INVESTMENTS CO 1560.00%0.01%0.08%Q4 2014Q3 202332
BANK OF STOCKTON 22100.12%1.33%6.89%Q2 2013Q3 202332
Pinnacle Wealth Management Advisory Group, LLC 19130.03%0.69%2.01%Q4 2014Q4 202232
Pictet North America Advisors SA 2842.17%5.39%15.07%Q2 2014Q2 202232
ASSETMARK, INC 2240.00%0.27%1.34%Q3 2013Q3 202332
Ausdal Financial Partners, Inc. 32320.14%0.53%1.19%Q4 2015Q3 202332
MCF Advisors LLC 2410.00%0.01%0.02%Q3 2013Q3 202332
Goelzer Investment Management, Inc. 32320.10%0.69%1.96%Q1 2013Q4 202032
APPLETON GROUP, LLC 1210.40%4.19%8.62%Q2 2013Q4 202232
WHITTIER TRUST CO 2930.00%0.01%0.06%Q2 2013Q3 202332
Cetera Advisors LLC 2910.01%0.08%0.43%Q2 2013Q3 202332
NewSquare Capital LLC 1410.00%0.91%3.17%Q3 2013Q3 202332
RPg Family Wealth Advisory, LLC 21100.03%0.86%2.28%Q4 2015Q3 202331
King Wealth Management Group 1710.04%0.09%0.16%Q3 2014Q1 202331
Krilogy Financial LLC 31310.04%0.49%2.64%Q3 2015Q1 202331
Geneos Wealth Management Inc. 31310.02%0.11%0.19%Q1 2016Q3 202331
River Wealth Advisors LLC 31310.93%2.22%3.00%Q1 2016Q3 202331
RMB Capital Management, LLC 3010.01%0.07%0.39%Q1 2015Q3 202331
IFP Advisors, Inc 17140.03%0.12%0.25%Q4 2015Q3 202331
First Allied Advisory Services, Inc. 30300.01%0.51%1.03%Q2 2013Q3 202030
STATE STREET CORP 2230.00%0.00%0.00%Q2 2013Q4 202230
Baird Financial Group, Inc. 30300.00%0.01%0.05%Q2 2015Q3 202230
BLAIR WILLIAM & CO/IL 30300.00%0.01%0.02%Q2 2016Q3 202330
CAHILL FINANCIAL ADVISORS INC 30300.22%0.33%0.43%Q2 2016Q3 202330
Montecito Bank & Trust 29290.35%1.95%4.48%Q4 2016Q4 202329
Winslow, Evans & Crocker, Inc. 29290.04%0.10%0.22%Q4 2013Q4 202029
DEUTSCHE BANK AG\ 2360.02%0.07%0.17%Q3 2013Q3 202329
WEBSTER BANK, N. A. 29290.20%0.32%0.57%Q3 2016Q3 202329
BARCLAYS PLC 1050.00%0.01%0.02%Q2 2013Q3 202329
BANQUE PICTET & CIE SA 2810.01%0.50%1.02%Q4 2013Q2 202229
SG Americas Securities, LLC 2310.00%0.04%0.15%Q2 2013Q2 202229
WOLVERINE TRADING, LLC 510.00%0.00%0.03%Q2 2016Q4 202229
HALL LAURIE J TRUSTEE 1330.01%0.02%0.03%Q4 2015Q3 202329
BRIGHTON JONES LLC 2630.03%0.06%0.13%Q1 2016Q3 202329
PRIVATE TRUST CO NA 2030.00%0.34%0.64%Q3 2013Q3 202329
Moors & Cabot, Inc. 15140.02%0.04%0.09%Q2 2016Q3 202329
Dorsey Wright & Associates 1110.02%0.18%0.32%Q4 2013Q3 202328
Kovack Advisors, Inc. 2350.05%0.21%0.65%Q4 2014Q3 202328
Norway Savings Bank 28280.16%0.59%1.32%Q4 2016Q3 202328
Waldron Private Wealth LLC 28280.08%0.83%1.98%Q4 2016Q3 202328
Sterling Investment Advisors, Ltd. 28281.37%2.13%3.20%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.02%0.06%0.14%Q4 2016Q3 202328
EXANE DERIVATIVES 1990.02%0.04%0.10%Q4 2014Q4 202128
McAdam, LLC 28280.54%1.33%2.50%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.01%0.07%0.14%Q4 2016Q3 202328
Baystate Wealth Management LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
INTRUST BANK NA 28280.09%0.13%0.18%Q4 2016Q3 202328
CWM, LLC 2080.01%0.09%0.28%Q3 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.01%0.07%0.57%Q1 2016Q4 202228
Global Retirement Partners, LLC 28280.01%0.02%0.09%Q4 2016Q3 202328
Bogart Wealth, LLC 28280.01%2.38%8.76%Q4 2016Q3 202328
Capital Analysts, LLC 2530.00%0.16%0.40%Q2 2016Q3 202328
HENGEHOLD CAPITAL MANAGEMENT LLC 28280.06%0.22%0.45%Q4 2016Q3 202328
Parallel Advisors, LLC 27270.00%0.01%0.02%Q1 2017Q3 202327
Kalos Management, Inc. 1730.09%0.87%1.68%Q4 2015Q2 202327
CREATIVE FINANCIAL DESIGNS INC /ADV 27270.00%0.04%0.14%Q1 2017Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.12%0.35%0.45%Q1 2017Q3 202327
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27270.64%0.89%1.10%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.03%0.10%0.19%Q2 2013Q4 201927
Capital Investment Advisory Services, LLC 2060.01%0.11%0.48%Q1 2017Q3 202326
BNP PARIBAS FINANCIAL MARKETS 2310.00%0.00%0.01%Q2 2014Q2 202326
Steward Partners Investment Advisory, LLC 26260.00%0.11%0.27%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.07%0.13%0.26%Q2 2017Q3 202326
Tradewinds Capital Management, LLC 26260.00%2.81%11.31%Q2 2017Q3 202326
M&R CAPITAL MANAGEMENT INC 26260.01%0.02%0.03%Q3 2017Q4 202326
IHT Wealth Management, LLC 1970.00%0.06%0.25%Q4 2016Q3 202326
Polaris Wealth Advisory Group, LLC 1210.02%2.63%5.03%Q3 2013Q3 202326
Hilltop Holdings Inc. 1710.02%0.41%1.12%Q2 2015Q3 202326
BANK HAPOALIM BM 2110.02%0.11%0.29%Q2 2015Q1 202225
Koshinski Asset Management, Inc. 1520.02%0.12%0.31%Q2 2015Q2 202325
Cutler Group LLC / CA 510.00%0.01%0.10%Q4 2015Q3 202325
Snowden Capital Advisors LLC 1610.02%0.03%0.05%Q1 2017Q3 202325
STEPHENS INC /AR/ 2230.19%0.27%0.35%Q2 2013Q3 202325
Hanlon Investment Management, Inc. 1110.80%6.11%55.87%Q2 2013Q3 202325
SUNTRUST BANKS INC 25250.00%0.04%0.10%Q3 2013Q3 201925
Sowell Financial Services LLC 1120.08%0.39%5.64%Q4 2016Q3 202325
Csenge Advisory Group 25250.05%0.79%1.95%Q3 2017Q3 202325
Riggs Asset Managment Co. Inc. 13120.01%0.87%2.61%Q4 2016Q3 202325
Bigelow Investment Advisors, LLC 24240.15%0.27%0.38%Q4 2017Q3 202324
Midwest Professional Planners, LTD. 24240.15%2.44%6.62%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.03%0.06%Q4 2017Q3 202324
Kingsview Wealth Management, LLC 2010.01%0.27%0.90%Q1 2017Q3 202324
Front Row Advisors LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
Acorn Wealth Advisors, LLC 24240.26%0.34%0.48%Q4 2017Q3 202324
COLONY GROUP LLC 1910.00%0.02%0.05%Q2 2015Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.06%0.10%Q4 2017Q3 202324
Sequoia Financial Advisors, LLC 1440.01%0.02%0.04%Q2 2017Q3 202324
TOTH FINANCIAL ADVISORY CORP 24240.00%0.00%0.00%Q4 2017Q3 202324
VISTA INVESTMENT MANAGEMENT 24240.11%0.22%0.33%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.19%0.51%1.40%Q4 2017Q3 202324
Clark Capital Management Group, Inc. 1910.03%0.12%0.19%Q4 2013Q2 202224
CENTAURUS FINANCIAL, INC. 24240.02%0.20%0.66%Q4 2017Q3 202324
Covington Capital Management 2130.03%0.05%0.09%Q2 2014Q3 202224
Towerpoint Wealth, LLC 24240.84%3.37%6.47%Q4 2017Q3 202324
AXA S.A. 24240.01%0.03%0.04%Q4 2013Q3 201924
SeaCrest Wealth Management, LLC 1760.03%0.04%0.06%Q4 2017Q3 202323
Ironsides Asset Advisors, LLC 23230.21%0.80%1.50%Q2 2014Q4 201923
Prime Capital Investment Advisors, LLC 1490.01%0.48%1.76%Q4 2017Q3 202323
Geneva Partners, LLC 2210.22%0.88%1.93%Q2 2016Q4 202223
Parallax Volatility Advisers, L.P. 1920.00%0.00%0.04%Q4 2014Q4 202123
WEALTHSOURCE PARTNERS, LLC 1810.03%0.12%0.37%Q2 2016Q3 202323
Quad-Cities Investment Group, LLC 23230.16%0.26%0.38%Q1 2018Q3 202323
Brookstone Capital Management 1010.00%0.12%0.52%Q2 2015Q3 202323
Telos Capital Management, Inc. 23230.07%0.09%0.14%Q1 2018Q3 202323
CALTON & ASSOCIATES, INC. 23230.12%0.23%0.34%Q4 2017Q2 202323
MANUFACTURERS LIFE INSURANCE COMPANY, THE 810.00%0.00%0.01%Q1 2015Q1 202323
B. Riley Wealth Management, Inc. 1660.04%0.36%1.22%Q1 2014Q2 202222
Fieldpoint Private Securities, LLC 22220.01%1.08%2.75%Q1 2017Q2 202222
Moloney Securities Asset Management, LLC 22220.04%0.12%0.24%Q2 2018Q3 202322
BB&T SECURITIES, LLC 22220.00%0.03%0.15%Q2 2014Q3 201922
Belpointe Asset Management LLC 1660.02%0.24%1.55%Q3 2017Q1 202322
Freedom Investment Management, Inc. 1840.02%0.09%0.31%Q1 2014Q4 202022
KCS Wealth Advisory 22220.13%0.56%1.34%Q4 2017Q1 202322
IMA Wealth, Inc. 22220.01%0.06%0.10%Q2 2018Q3 202322
Alexandria Capital, LLC 22220.03%0.18%0.40%Q2 2013Q3 201822
FIRST MERCHANTS CORP 1390.03%0.06%0.07%Q3 2017Q3 202322
WealthShield Partners, LLC 1720.00%0.10%0.34%Q4 2017Q2 202321
Conservest Capital Advisors, Inc. 2014.25%6.50%8.23%Q3 2017Q1 202321
Claraphi Advisory Network, LLC 21210.17%2.19%9.21%Q4 2017Q4 202221
Cetera Investment Advisers 21210.01%0.12%0.47%Q3 2018Q3 202321
NOMURA ASSET MANAGEMENT CO LTD 860.00%0.04%0.11%Q4 2017Q3 202321
NewEdge Advisors, LLC 2010.01%0.11%0.28%Q2 2017Q3 202321
Certified Advisory Corp 11100.00%0.20%0.49%Q1 2018Q3 202321
AlphaStar Capital Management, LLC 21210.14%1.09%3.97%Q2 2017Q2 202221
AE Wealth Management LLC 21210.01%0.20%0.76%Q3 2018Q3 202321
UBS ASSET MANAGEMENT AMERICAS INC 1240.00%0.00%0.00%Q3 2013Q3 201921
PRUDENTIAL PLC 1510.00%0.01%0.03%Q1 2016Q3 202321
Voya Financial Advisors, Inc. 1910.02%0.10%0.48%Q1 2015Q1 202121
BOKF, NA 850.01%0.01%0.03%Q3 2017Q2 202321
Estate Counselors, LLC 1140.09%1.17%3.43%Q2 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.04%0.21%Q3 2018Q3 202321
Rockefeller Capital Management L.P. 20200.01%0.02%0.04%Q4 2018Q3 202320
FIRST NATIONAL CORP /MA/ /ADV 20200.00%0.64%2.57%Q4 2018Q3 202320
MGO ONE SEVEN LLC 1710.00%0.17%0.32%Q4 2017Q3 202320
IBEX WEALTH ADVISORS 1710.77%1.36%1.78%Q4 2016Q1 202220
CIBC WORLD MARKET INC. 1010.00%0.01%0.02%Q2 2013Q4 202120
CAPTRUST FINANCIAL ADVISORS 1550.00%0.01%0.03%Q3 2017Q3 202320
Schneider Downs Wealth Management Advisors, LP 1370.04%0.14%0.22%Q2 2018Q3 202320
Jefferies Group LLC 910.00%0.01%0.06%Q4 2013Q3 202220
TFG Advisers LLC 20201.55%1.92%2.34%Q4 2018Q3 202320
Arrow Investment Advisors, LLC 711.02%1.29%1.82%Q1 2017Q3 202320
Paulson Wealth Management Inc. 1820.17%2.69%5.18%Q2 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%1.11%4.54%Q4 2014Q3 201920
Advisors Preferred, LLC 510.02%0.94%3.99%Q3 2016Q3 202320
Old North State Trust, LLC 1281.92%3.66%4.58%Q3 2018Q3 202320
Arkos Global Advisors 20200.53%1.42%2.69%Q4 2018Q3 202320
BTS Asset Management, Inc. 1030.01%2.41%10.35%Q1 2017Q3 202320
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1620.04%0.21%1.28%Q2 2014Q3 202220
LFA - Lugano Financial Advisors SA 1640.52%0.93%1.42%Q3 2018Q3 202320
American Portfolios Advisors 20200.05%0.10%0.14%Q4 2017Q3 202220
Stonehearth Capital Management, LLC 20200.98%1.34%1.62%Q4 2014Q3 201920
Modera Wealth Management, LLC 20200.13%0.46%2.35%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.08%0.18%0.28%Q4 2018Q3 202320
Old Port Advisors 1810.15%0.46%0.92%Q2 2018Q3 202320
Pensionmark Financial Group, LLC 20200.18%0.34%0.55%Q4 2018Q3 202320
F3Logic, LLC 20200.05%0.73%4.40%Q1 2018Q4 202220
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1310.00%0.05%0.22%Q1 2014Q3 202220
Insight Wealth Strategies, LLC 20200.16%3.40%5.37%Q4 2018Q3 202320
Nan Shan Life Insurance Co., Ltd. 1270.24%5.25%12.60%Q1 2015Q1 202019
RVW Wealth, LLC 1540.04%0.11%0.29%Q1 2019Q4 202319
Spectrum Wealth Advisory Group, LLC 19191.09%2.59%14.06%Q1 2019Q3 202319
HMS Capital Management, LLC 12120.24%0.51%1.69%Q1 2017Q4 201919
KEYBANK NATIONAL ASSOCIATION/OH 1630.00%0.00%0.00%Q1 2018Q1 202319
BANK OF THE WEST 910.03%0.10%0.31%Q1 2016Q4 202219
SAGE RHINO CAPITAL LLC 19190.18%0.43%0.76%Q1 2019Q3 202319
Morningstar Investment Services LLC 19190.03%0.06%0.11%Q2 2013Q4 201719
SYNOVUS FINANCIAL CORP 1090.00%0.00%0.00%Q2 2015Q2 202019
NATIONAL PLANNING CORP 18180.00%0.08%0.26%Q2 2013Q3 201719
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1140.01%0.20%0.49%Q1 2016Q4 202119
1834 INVESTMENT ADVISORS CO 19190.00%0.02%0.04%Q4 2017Q2 202219
Texas Yale Capital Corp. 19190.03%0.11%0.17%Q2 2013Q4 201719
State of Tennessee, Treasury Department 1010.01%0.04%0.13%Q1 2018Q3 202319
Mount Lucas Management LP 720.14%1.07%1.66%Q1 2017Q3 202319
TSFG, LLC 19190.00%0.00%0.02%Q1 2019Q3 202319
Investors Research Corp 18180.02%0.66%1.05%Q2 2019Q3 202318
Detwiler Fenton Investment Management LLC 18180.89%2.10%3.87%Q1 2011Q2 201518
THRIVENT FINANCIAL FOR LUTHERANS 1210.00%0.01%0.04%Q2 2014Q3 202318
Horizon Investments, LLC 520.00%0.60%2.34%Q1 2014Q3 202318
Essex Financial Services, Inc. 1410.02%0.05%0.10%Q4 2016Q3 202318
Castle Rock Wealth Management, LLC 1040.18%0.53%1.31%Q4 2017Q3 202318
Brouwer & Janachowski, LLC 18180.05%0.23%1.17%Q4 2013Q1 201818
Connecticut Wealth Management, LLC 18180.04%0.17%0.49%Q2 2019Q3 202318
Jacobus Wealth Management, Inc. 18180.08%0.13%0.26%Q2 2013Q3 201718
Archford Capital Strategies, LLC 18180.24%0.33%0.41%Q1 2019Q2 202318
HOWE & RUSLING INC 1710.00%0.01%0.02%Q4 2014Q4 202218
MOSELEY INVESTMENT MANAGEMENT INC 1530.13%0.18%0.26%Q1 2019Q3 202318
TRUE Private Wealth Advisors 1610.01%0.12%0.38%Q3 2018Q3 202318
FFT WEALTH MANAGEMENT LLC 18180.98%2.36%3.80%Q4 2015Q1 202018
Commonwealth Equity Services, Inc 18180.01%0.06%0.10%Q2 2013Q3 201718
Concert Wealth Management Inc. 17170.09%0.15%0.34%Q2 2013Q2 201717
BKS ADVISORS, LLC 17170.75%0.98%1.16%Q1 2015Q1 201917
SUMMIT FINANCIAL GROUP, INC. 1430.09%0.14%0.35%Q2 2019Q3 202317
ASPIRIANT, LLC 1610.02%0.06%0.12%Q3 2017Q4 202117
MD Financial Management Inc. 17171.45%2.72%4.05%Q4 2017Q4 202117
Visionary Asset Management, Inc. 720.21%0.47%0.75%Q2 2013Q3 201817
SHINE INVESTMENT ADVISORY SERVICES INC 17170.69%3.55%8.33%Q3 2016Q3 202017
CHATHAM CAPITAL GROUP, INC. 17170.08%0.16%0.21%Q3 2017Q3 202117
PFS INVESTMENTS INC. 17170.05%0.19%0.70%Q4 2017Q4 202117
FULTON BREAKEFIELD BROENNIMAN LLC 17171.63%1.97%2.43%Q3 2019Q3 202317
UBP Investment Advisors SA 1430.09%3.37%5.55%Q4 2017Q1 202217
Financial Gravity Asset Management, Inc. 810.00%0.74%4.06%Q1 2018Q3 202317
Renaissance Technologies 620.00%0.00%0.01%Q1 2018Q3 202317
Parkside Financial Bank & Trust 1030.01%0.03%0.04%Q3 2015Q2 202317
Faithward Advisors, LLC 17170.12%0.32%0.64%Q3 2019Q3 202317
LGL PARTNERS, LLC 17170.09%1.02%1.64%Q4 2015Q4 201917
Gradient Investments LLC 1310.00%0.00%0.00%Q2 2015Q3 202317
Partnervest Advisory Services LLC 1210.05%0.30%0.53%Q4 2013Q2 202017
NewFocus Financial Group, LLC 16160.11%0.14%0.18%Q1 2017Q4 202016
Newfound Research LLC 1060.11%1.91%4.32%Q2 2016Q2 202016
SkyOak Wealth, LLC 16160.43%0.64%0.85%Q4 2019Q3 202316
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16160.02%0.10%0.19%Q4 2019Q3 202316
Apriem Advisors 1510.00%0.00%0.02%Q3 2013Q2 201816
TRUIST FINANCIAL CORP 16160.03%0.05%0.06%Q4 2019Q3 202316
DAVENPORT & Co LLC 920.00%0.01%0.04%Q2 2013Q3 202116
Equitable Holdings, Inc. 16160.01%0.10%0.36%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.00%0.26%0.77%Q4 2019Q3 202316
Foothills Asset Management, Ltd. 1420.26%0.61%2.65%Q4 2013Q1 202016
Disciplined Investments, LLC 16161.65%2.37%3.00%Q4 2019Q3 202316
Core Wealth Advisors, Inc. 16160.01%0.04%0.12%Q4 2019Q3 202316
PACIFIC CAPITAL WEALTH ADVISORS, INC 16160.06%0.22%0.40%Q4 2019Q3 202316
XML Financial, LLC 16161.40%2.15%3.08%Q4 2019Q3 202316
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 16160.00%0.00%0.00%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.01%0.03%Q4 2019Q3 202316
Values First Advisors, Inc. 16160.48%0.66%0.84%Q4 2019Q3 202316
CVA Family Office, LLC 16160.30%0.74%1.35%Q4 2019Q3 202316
FLAGSHIP HARBOR ADVISORS, LLC 1030.00%0.02%0.06%Q2 2018Q3 202316
SteelPeak Wealth, LLC 16160.06%0.08%0.18%Q4 2019Q3 202316
S.A. Mason LLC 16160.02%0.04%0.06%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Ameritas Investment Partners, Inc. 1510.00%0.00%0.00%Q2 2019Q3 202316
Virtue Capital Management, LLC 420.04%0.35%0.92%Q4 2017Q3 202316
Howard Capital Management Inc. 722.21%16.40%27.82%Q4 2017Q3 202315
RFG Advisory, LLC 1410.01%0.19%0.42%Q3 2018Q3 202215
ERn Financial, LLC 15150.08%0.13%0.22%Q1 2020Q3 202315
MERCER GLOBAL ADVISORS INC /ADV 1410.00%0.01%0.06%Q4 2019Q3 202315
CREDIT SUISSE AG/ 1310.00%0.01%0.03%Q1 2013Q2 202115
Garrett Wealth Advisory Group, LLC 15150.13%0.54%0.92%Q4 2018Q2 202215
Wealthcare Advisory Partners LLC 1140.01%0.08%0.15%Q3 2017Q4 202115
Key FInancial Inc 15150.30%0.41%0.64%Q1 2020Q3 202315
ALLIANCEBERNSTEIN L.P. 1140.00%0.01%0.02%Q2 2014Q3 202315
HOWARD WEALTH MANAGEMENT, LLC 1050.87%1.30%1.49%Q4 2019Q3 202315
Petix & Botte Co 1232.56%3.13%3.78%Q4 2019Q3 202315
MSI Financial Services Inc 15150.06%0.16%0.27%Q2 2013Q4 201615
MACKENZIE FINANCIAL CORP 1410.01%0.02%0.04%Q1 2016Q4 201915
Retirement Group, LLC 1410.07%0.12%0.21%Q4 2019Q3 202315
Advisor Group, Inc. 15150.10%0.15%0.29%Q2 2016Q4 201915
MILLENNIUM MANAGEMENT LLC 710.00%0.00%0.00%Q2 2015Q2 202015
Powell Investment Advisors, LLC 1141.09%1.55%2.02%Q4 2019Q3 202315
D'Orazio & Associates, Inc. 15150.00%0.01%0.01%Q1 2018Q3 202115
EATON VANCE MANAGEMENT 15150.00%0.00%0.00%Q1 2019Q3 202215
Ancora Advisors LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.05%0.12%0.18%Q1 2020Q3 202315
Overbrook Management Corp 15150.16%0.42%0.70%Q1 2020Q3 202315
FDx Advisors, Inc. 1110.01%0.04%0.14%Q1 2015Q2 201915
First Horizon Advisors, Inc. 860.00%0.00%0.00%Q1 2020Q3 202314
Regal Investment Advisors LLC 860.00%0.05%0.12%Q2 2013Q4 201614
NOMURA HOLDINGS INC 710.00%0.00%0.02%Q3 2013Q3 201814
VICUS CAPITAL 1310.07%0.46%0.75%Q4 2013Q1 202114
RIVERBRIDGE PARTNERS LLC 14140.00%0.00%0.01%Q1 2019Q2 202214
Clear Creek Financial Management, LLC 630.15%0.32%1.41%Q2 2019Q3 202314
J.W. COLE ADVISORS, INC. 810.04%0.06%0.10%Q4 2019Q3 202314
Column Capital Advisors, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
SCHRODER INVESTMENT MANAGEMENT GROUP 720.01%0.05%0.12%Q3 2013Q3 202114
Avidian Wealth Solutions, LLC 1010.02%0.13%0.51%Q2 2014Q3 202314
USCA RIA LLC 950.02%0.02%0.03%Q4 2017Q2 202114
H&H Retirement Design & Management INC 1130.50%5.99%10.05%Q1 2020Q3 202314
Brinker Capital Investments, LLC 810.00%0.00%0.01%Q1 2014Q4 202214
Dynamic Advisor Solutions LLC 14140.04%0.14%0.26%Q2 2020Q3 202314
BerganKDV Wealth Management, LLC 1310.00%0.08%0.18%Q1 2016Q3 202214
AMG National Trust Bank 13130.01%0.16%0.43%Q3 2020Q3 202313
GREAT VALLEY ADVISOR GROUP, INC. 610.01%0.39%0.87%Q4 2018Q3 202313
Sabal Trust CO 13130.01%0.02%0.02%Q3 2020Q3 202313
VSR Financial Services, Inc. 13130.28%0.60%0.90%Q2 2013Q2 201613
Integrated Wealth Concepts LLC 1210.01%0.22%0.72%Q4 2019Q3 202313
Baron Financial Group, LLC 13133.47%4.10%6.13%Q3 2020Q3 202313
Provident Wealth Management, LLC 13130.71%1.54%2.70%Q4 2019Q4 202213
Crabel Capital Management, LLC 810.07%0.19%0.33%Q4 2017Q2 202313
Advisors Asset Management, Inc. 13130.00%0.00%0.01%Q1 2018Q1 202113
Charles Schwab Trust Co 13130.04%0.07%0.11%Q3 2020Q3 202313
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q2 2015Q3 202313
NAVELLIER & ASSOCIATES INC 510.01%0.06%0.10%Q2 2014Q4 201913
Bank Pictet & Cie (Europe) AG 1210.01%0.03%0.06%Q1 2017Q1 202213
TOMPKINS FINANCIAL CORP 940.01%0.03%0.06%Q4 2019Q4 202313
Shepherd Financial Partners LLC 13130.38%0.48%0.54%Q4 2016Q4 201913
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.08%0.28%Q3 2020Q3 202313
Arete Wealth Advisors, LLC 1210.10%0.42%0.73%Q2 2015Q3 202113
Granite Investment Advisors, LLC 13130.04%0.05%0.06%Q1 2014Q1 201713
Flaharty Asset Management, LLC 13133.06%5.00%16.37%Q4 2016Q4 201913
Hexagon Capital Partners LLC 13130.03%0.04%0.04%Q3 2020Q3 202313
Valmark Advisers, Inc. 820.01%0.01%0.01%Q1 2014Q3 201713
FIRST TRUST ADVISORS LP 910.00%0.00%0.01%Q3 2016Q3 202313
RWA WEALTH PARTNERS, LLC 810.02%0.15%0.91%Q2 2017Q3 202113
VisionPoint Advisory Group, LLC 1010.01%0.86%1.94%Q1 2019Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
WRAPMANAGER INC 1030.08%0.19%0.36%Q2 2016Q3 201913
PagnatoKarp Partners LLC 13130.14%0.21%0.34%Q1 2017Q1 202013
New Potomac Partners, LLC 13130.19%0.34%0.67%Q4 2017Q4 202013
Foundations Investment Advisors, LLC 1210.01%0.04%0.13%Q2 2020Q3 202313
Founders Financial Alliance, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.13%0.23%Q3 2020Q3 202313
Fernwood Investment Management, LLC 420.08%0.24%0.44%Q4 2017Q3 202312
Morningstar Investment Management LLC 840.75%1.93%4.70%Q4 2018Q4 202112
Merriman Wealth Management, LLC 610.25%0.79%2.07%Q2 2014Q1 202012
Windham Capital Management, LLC 910.15%0.40%1.46%Q2 2015Q3 202312
FOCUS Wealth Advisors, LLC 12121.36%1.60%2.09%Q4 2020Q3 202312
Frank, Rimerman Advisors LLC 12120.07%0.10%0.15%Q4 2020Q3 202312
Laffer Tengler Investments, Inc. 510.04%0.18%0.48%Q4 2015Q4 202212
Wells Financial Advisors INC 12120.14%0.16%0.19%Q4 2020Q3 202312
Capstone Triton Financial Group, LLC 12120.23%0.37%1.10%Q4 2020Q3 202312
FIRST HAWAIIAN BANK 750.06%0.12%0.20%Q1 2020Q3 202312
Winthrop Advisory Group LLC 930.03%0.05%0.06%Q3 2020Q3 202312
United Asset Strategies, Inc. 12120.06%0.07%0.10%Q1 2018Q4 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.03%Q2 2013Q1 201612
WADE G W & INC 12120.04%0.05%0.07%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.03%0.06%0.12%Q4 2020Q3 202312
Orion Capital Management LLC 12120.18%0.22%0.29%Q4 2020Q3 202312
MACKAY SHIELDS LLC 210.00%0.04%0.20%Q4 2013Q4 202212
David J Yvars Group 12123.72%4.31%5.98%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.16%1.80%4.78%Q4 2020Q3 202312
Ellis Investment Partners, LLC 12120.06%0.09%0.15%Q2 2020Q1 202312
OLD SECOND NATIONAL BANK OF AURORA 12120.02%0.02%0.02%Q3 2017Q2 202012
CABOT WEALTH MANAGEMENT INC 1110.06%0.19%0.35%Q2 2013Q4 201612
PARK AVENUE SECURITIES LLC 930.01%0.04%0.08%Q4 2018Q1 202312
Wellington Shields Capital Management, LLC 12120.09%0.12%0.17%Q4 2015Q3 201812
Sound Income Strategies, LLC 930.00%0.00%0.01%Q4 2017Q3 202312
LexAurum Advisors, LLC 520.31%1.56%3.78%Q4 2017Q3 202112
Sage Mountain Advisors LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Allworth Financial LP 710.00%0.00%0.00%Q2 2017Q3 202312
BOSTON FAMILY OFFICE LLC 12120.02%0.02%0.02%Q4 2020Q3 202312
PALISADE CAPITAL MANAGEMENT, LP 510.01%0.02%0.05%Q2 2016Q1 202012
GeoWealth Management, LLC 930.20%0.62%2.00%Q2 2020Q3 202312
Blue Sky Asset Management, LLC 750.39%3.94%17.06%Q1 2017Q4 202012
CAROLINAS WEALTH CONSULTING LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.47%2.01%3.40%Q4 2020Q3 202312
Redhawk Wealth Advisors, Inc. 810.05%0.84%3.02%Q2 2019Q2 202312
Qube Research & Technologies Ltd 1020.00%0.17%0.38%Q4 2019Q2 202312
ENTERPRISE FINANCIAL SERVICES CORP 1110.02%0.32%0.42%Q4 2016Q3 202112
SOA Wealth Advisors, LLC. 12120.01%0.01%0.01%Q4 2020Q3 202312
Legacy Financial Group LLC 12120.14%1.82%2.66%Q4 2020Q3 202312
SSI INVESTMENT MANAGEMENT LLC 750.27%0.47%0.83%Q1 2020Q3 202312
Simplicity Solutions, LLC 610.01%0.29%0.93%Q3 2015Q2 202311
Lebenthal Global Advisors, LLC 740.08%0.16%0.31%Q4 2020Q3 202311
WASHINGTON TRUST Co 11110.00%0.00%0.00%Q1 2021Q3 202311
Almanack Investment Partners, LLC. 610.04%0.14%0.30%Q1 2017Q2 202111
Harfst & Associates, Inc. 11110.15%2.15%2.94%Q1 2021Q3 202311
Hudson Portfolio Management LLC 11112.29%2.51%2.96%Q1 2021Q3 202311
New England Investment & Retirement Group, Inc. 11112.06%3.58%5.94%Q4 2015Q2 201811
Solstein Capital, LLC 11110.01%0.04%0.16%Q1 2021Q3 202311
Cynosure Group, LLC 11110.26%1.67%2.74%Q1 2020Q3 202211
Pinnacle Family Advisors, LLC 710.14%0.51%1.51%Q4 2016Q2 202011
J. W. Coons Advisors, LLC 11110.09%0.20%0.29%Q1 2021Q3 202311
EP Wealth Advisors, LLC 11110.01%0.04%0.30%Q1 2021Q3 202311
Institute for Wealth Management, LLC. 710.04%0.14%0.23%Q2 2017Q4 202111
OneDigital Investment Advisors LLC 530.00%0.01%0.03%Q2 2017Q1 202111
Pflug Koory, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.07%0.22%1.30%Q1 2021Q3 202311
Minot Wealth Management LLC 11110.28%1.00%4.23%Q4 2019Q2 202211
Hall Private Wealth Advisors 1017.12%9.55%11.79%Q4 2020Q3 202311
Spire Wealth Management 11110.02%0.02%0.03%Q1 2021Q3 202311
Investors Capital Advisory Services 11110.06%0.12%0.16%Q2 2013Q4 201511
STRATEGY ASSET MANAGERS LLC 610.06%0.09%0.13%Q4 2019Q2 202310
Sage Capital Management, LLC 10103.40%4.71%6.06%Q2 2013Q3 201510
Syverson Strege & Co 10100.03%0.08%0.12%Q4 2020Q1 202310
GREENWOOD CAPITAL ASSOCIATES LLC 510.07%0.21%0.45%Q3 2013Q2 202010
FRANKLIN RESOURCES INC 10100.00%0.00%0.02%Q2 2021Q3 202310
Verition Fund Management LLC 320.00%0.15%0.60%Q4 2018Q3 202210
Calamos Advisors LLC 210.00%0.01%0.04%Q4 2016Q4 202210
Lattice Strategies LLC 10100.26%0.49%0.92%Q2 2013Q3 201510
WESPAC Advisors, LLC 610.23%0.98%2.00%Q1 2014Q1 201910
FCG ADVISORS, LLC 10100.11%0.22%0.30%Q1 2018Q2 202010
Cornerstone Wealth Management, LLC 10100.04%0.06%0.08%Q1 2017Q2 201910
COMERICA BANK 910.00%0.00%0.01%Q4 2020Q3 202310
CHILDRESS CAPITAL ADVISORS, LLC 10100.08%0.10%0.12%Q2 2021Q3 202310
Global Financial Private Capital, Inc 10100.15%0.19%0.22%Q1 2017Q2 201910
Bluefin Trading, LLC 610.06%1.01%2.28%Q4 2015Q3 201910
Lake Point Wealth Management 520.00%0.02%0.17%Q4 2018Q2 202210
Risk Paradigm Group, LLC 10100.01%0.50%1.36%Q3 2016Q4 201810
INVESTMENT CENTERS OF AMERICA INC 10100.03%0.12%0.19%Q2 2015Q3 201710
Cutler Capital Management, LLC 730.04%0.07%0.12%Q3 2016Q1 202210
Reitz Capital Advisors LLC 10100.17%0.28%0.34%Q4 2018Q1 202110
Sunbelt Securities, Inc. 620.03%0.12%0.21%Q3 2019Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.05%Q1 2021Q3 202310
Strategic Wealth Investment Group, LLC 10100.08%0.38%0.73%Q2 2020Q3 202210
QUATTRO FINANCIAL ADVISORS LLC 510.08%1.41%4.70%Q1 2017Q3 202110
Calamos Wealth Management LLC 820.04%0.24%0.88%Q4 2019Q3 202310
BARINGS LLC 730.01%0.45%0.96%Q3 2020Q3 202310
Tuttle Capital Management, LLC 520.08%2.24%7.90%Q2 2015Q1 201910
Aurora Private Wealth, Inc. 10100.08%0.19%0.30%Q2 2021Q3 202310
TOWNSQUARE CAPITAL LLC 510.01%0.22%0.44%Q4 2018Q3 202310
JFS WEALTH ADVISORS, LLC 820.00%0.01%0.02%Q1 2015Q3 202310
Loveless Wealth Management LLC 910.29%0.50%0.66%Q4 2019Q2 202210
Providence Capital Advisors, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
CCG WEALTH MANAGEMENT, LLC 10100.12%0.15%0.23%Q2 2021Q3 202310
Cavalier Investments, LLC 910.99%1.09%1.32%Q3 2018Q1 202310
CIM, LLC 10100.48%0.52%0.60%Q3 2020Q4 202210
WINTRUST INVESTMENTS LLC 820.04%0.14%0.33%Q3 2016Q4 201910
Strategic Blueprint, LLC 510.01%0.51%1.43%Q4 2018Q3 202310
Great Diamond Partners, LLC 10100.32%0.44%0.58%Q4 2019Q1 202210
Perigon Wealth Management, LLC 510.00%0.18%0.44%Q3 2011Q4 202210
CAPITAL ONE FINANCIAL CORP 990.05%0.12%0.30%Q1 2020Q1 20229
Aletheian Wealth Advisors LLC 990.82%1.12%1.45%Q4 2021Q4 20239
Trilogy Capital Inc. 310.02%0.41%0.69%Q3 2018Q3 20219
HM PAYSON & CO 990.00%0.00%0.00%Q2 2019Q2 20219
Virtu KCG Holdings LLC 310.00%0.05%0.21%Q4 2013Q2 20179
PFG Advisors 510.02%0.14%0.53%Q2 2019Q3 20239
BROWN BROTHERS HARRIMAN & CO 710.00%0.00%0.01%Q3 2019Q3 20239
Capital Square, LLC 990.22%0.35%0.54%Q4 2019Q4 20219
Allegis Investment Advisors, LLC 630.00%0.89%1.52%Q4 2015Q1 20189
EPG Wealth Management LLC 510.06%0.08%0.10%Q1 2020Q3 20239
Eudaimonia Partners, LLC 810.03%0.13%0.20%Q4 2019Q1 20229
AFFINITY WEALTH MANAGEMENT LLC 720.05%0.06%0.10%Q3 2019Q1 20229
AVIANCE CAPITAL MANAGEMENT, LLC 520.02%0.04%0.07%Q3 2013Q3 20169
Anfield Capital Management, LLC 990.40%0.76%1.14%Q4 2019Q4 20219
Concord Wealth Partners 720.00%0.01%0.01%Q4 2020Q1 20239
Redwood Investment Management, LLC 540.48%2.37%4.41%Q4 2017Q1 20209
Tower Research Capital LLC (TRC) 210.00%0.00%0.01%Q2 2018Q3 20239
Crew Capital Management, Ltd. 810.35%4.04%8.26%Q1 2021Q3 20239
American Financial Network Advisory Services LLC 990.58%3.54%5.93%Q3 2017Q3 20199
Financial Advocates Investment Management 810.02%0.03%0.04%Q4 2017Q4 20209
Stonebridge Financial Planning Group, LLC 990.01%0.01%0.02%Q4 2019Q4 20219
Royal Fund Management, LLC 810.00%0.02%0.14%Q2 2017Q4 20199
AVANTAX ADVISORY SERVICES, INC. 610.01%0.01%0.04%Q3 2020Q3 20239
D.B. Root & Company, LLC 990.24%0.43%0.60%Q1 2018Q1 20209
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 720.00%0.00%0.00%Q2 2021Q3 20239
Castleview Partners, LLC 810.01%0.03%0.04%Q2 2021Q3 20239
LifePlan Financial Group, Inc 990.00%0.05%0.11%Q3 2018Q3 20209
E&G Advisors, LP 990.20%0.22%0.24%Q4 2019Q4 20219
Selective Wealth Management, Inc. 630.04%0.06%0.09%Q2 2020Q3 20229
Hoxton Financial, Inc. 990.00%0.01%0.01%Q1 2014Q1 20169
Tactical Allocation Group LLC 990.58%7.17%13.05%Q2 2014Q2 20169
BOSTON ADVISORS LLC 990.01%0.01%0.01%Q1 2017Q1 20199
PIERSHALE FINANCIAL GROUP, INC. 610.01%3.36%10.26%Q4 2013Q3 20179
Plante Moran Financial Advisors, LLC 510.00%0.05%0.21%Q3 2014Q1 20199
Legacy Capital Wealth Partners, LLC 720.18%1.47%2.18%Q4 2020Q3 20239
Laidlaw Wealth Management LLC 990.11%0.18%0.31%Q2 2021Q2 20239
STRINGER ASSET MANAGEMENT, LLC 411.24%2.43%3.62%Q4 2013Q4 20199
PARAMETRIC PORTFOLIO ASSOCIATES LLC 990.00%0.00%0.00%Q2 2013Q2 20159
U.S. Capital Wealth Advisors, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
MONEYWISE, INC. 990.27%2.17%3.75%Q3 2021Q3 20239
Banco Santander, S.A. 990.01%0.01%0.02%Q3 2021Q3 20239
Sanford Advisory Services, LLC 990.21%0.26%0.30%Q4 2020Q4 20229
CAPITAL ADVISORS INC/OK 990.01%0.01%0.02%Q3 2021Q3 20239
ING GROEP NV 990.11%0.59%0.96%Q3 2013Q3 20159
Herold Advisors, Inc. 990.27%0.39%0.59%Q3 2021Q3 20239
Lloyd Advisory Services, LLC. 810.00%0.81%6.65%Q2 2020Q3 20239
CITY HOLDING CO 540.00%0.01%0.01%Q4 2014Q1 20239
Element Wealth, LLC 810.06%0.10%0.14%Q4 2019Q3 20229
MONEY CONCEPTS CAPITAL CORP 510.00%0.24%1.50%Q4 2020Q3 20238
Joel Isaacson & Co., LLC 880.01%0.01%0.01%Q1 2015Q4 20168
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Klingman & Associates, LLC 880.01%0.03%0.04%Q4 2014Q3 20168
BlackRock Inc. 610.00%0.02%0.02%Q2 2014Q3 20238
AlphaMark Advisors, LLC 880.00%0.01%0.01%Q4 2016Q3 20188
Confluence Wealth Services, Inc. 880.30%0.48%0.64%Q4 2021Q3 20238
Bank Julius Baer & Co. Ltd, Zurich 880.00%0.01%0.01%Q1 2020Q4 20218
Bensler, LLC 881.86%2.01%2.52%Q4 2021Q3 20238
Capital Market Strategies LLC 530.27%0.33%0.35%Q4 2021Q4 20238
SHELTON CAPITAL MANAGEMENT 880.02%0.04%0.06%Q1 2017Q4 20188
Vontobel Swiss Wealth Advisors AG 620.28%1.82%2.90%Q4 2014Q2 20218
Royal Harbor Partners, LLC 710.11%0.17%0.21%Q3 2020Q1 20238
COTTONWOOD CAPITAL ADVISORS, LLC 880.98%1.26%1.83%Q4 2021Q3 20238
FLAGSTAR ADVISORS INC 440.53%0.70%0.78%Q3 2021Q3 20238
WFA Asset Management Corp 880.23%0.25%0.30%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.10%0.11%0.12%Q4 2021Q3 20238
WEALTH MANAGEMENT RESOURCES, INC. 880.26%0.44%0.77%Q4 2021Q3 20238
TWO SIGMA SECURITIES, LLC 110.00%0.03%0.06%Q2 2017Q1 20238
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 880.92%1.09%1.36%Q4 2021Q3 20238
PENOBSCOT WEALTH MANAGEMENT 881.40%3.00%4.99%Q2 2021Q1 20238
PATTON ALBERTSON MILLER GROUP, LLC 610.04%0.05%0.08%Q3 2018Q3 20238
StrongBox Wealth, LLC 880.12%0.38%0.70%Q1 2020Q4 20218
KRAEMATON INVESTMENT ADVISORS, INC 881.81%2.44%3.28%Q4 2021Q3 20238
AlphaCentric Advisors LLC 620.12%0.18%0.23%Q2 2020Q3 20238
STERNE AGEE GROUP, INC. 880.22%0.66%1.08%Q2 2013Q1 20158
Laraway Financial Advisors Inc 880.58%0.64%0.78%Q4 2021Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 880.23%0.24%0.24%Q4 2021Q3 20238
Bedel Financial Consulting, Inc. 880.00%0.00%0.01%Q1 2018Q4 20198
Strategic Investment Advisors / MI 420.81%1.92%2.88%Q4 2020Q3 20238
Cribstone Capital Management, LLC 710.02%0.02%0.02%Q2 2016Q3 20198
Robertson Stephens Wealth Management, LLC 530.02%0.58%1.18%Q4 2018Q4 20228
PURSUE WEALTH PARTNERS LLC 880.64%0.98%1.37%Q4 2021Q3 20238
Wavelength Capital Management, LLC 881.20%3.68%8.14%Q4 2021Q3 20238
Robbins Farley 610.03%0.18%0.38%Q1 2021Q3 20238
FSC Wealth Advisors, LLC 880.02%2.18%8.37%Q4 2021Q3 20238
QUEST INVESTMENT MANAGEMENT LLC 880.09%0.17%0.21%Q4 2016Q3 20188
EverSource Wealth Advisors, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.06%0.07%0.08%Q4 2019Q3 20218
HB Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.00%0.03%0.06%Q2 2013Q1 20158
O'ROURKE & COMPANY, Inc 880.94%1.06%1.13%Q4 2021Q3 20238
CIBC Private Wealth Group, LLC 410.00%0.00%0.00%Q3 2020Q3 20238
Compagnie Lombard Odier SCmA 880.00%0.00%0.01%Q4 2013Q3 20158
BRASADA CAPITAL MANAGEMENT, LP 620.04%0.18%0.47%Q1 2018Q2 20218
BBVA USA Bancshares, Inc. 880.01%0.01%0.02%Q4 2013Q3 20158
Linscomb & Williams, Inc. 880.02%0.03%0.03%Q4 2013Q3 20158
Highview Capital Management LLC/DE/ 880.23%0.32%0.37%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.04%0.04%0.04%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
EDMOND DE ROTHSCHILD HOLDING S.A. 420.00%0.02%0.05%Q2 2015Q2 20238
Weatherstone Capital Management 210.94%4.26%10.25%Q3 2013Q1 20198
SELDON CAPITAL LP 880.26%0.56%1.07%Q4 2021Q3 20238
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.01%0.01%Q2 2019Q2 20238
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 880.14%0.17%0.18%Q4 2021Q3 20238
COLTON GROOME FINANCIAL ADVISORS, LLC 880.35%1.13%2.26%Q1 2020Q4 20218
Wagner Wealth Management, LLC 880.00%0.03%0.05%Q4 2020Q3 20228
MONTAG A & ASSOCIATES INC 880.00%0.00%0.00%Q1 2021Q4 20228
Capital Advisory Group Advisory Services, LLC 880.00%0.00%0.00%Q1 2018Q4 20198
Yarbrough Capital, LLC 880.28%0.39%0.74%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.14%0.20%0.25%Q4 2021Q3 20238
Aspire Private Capital, LLC 430.01%0.24%0.56%Q4 2018Q2 20217
FundX Investment Group, LLC 770.09%3.97%24.68%Q1 2020Q3 20217
EUDAIMONIA ADVISORS LLC 430.15%0.44%1.27%Q4 2021Q3 20237
Delta Investment Management, LLC 610.07%0.28%0.44%Q4 2019Q1 20227
CETERA INVESTMENT MANAGEMENT LLC 770.85%1.22%1.41%Q4 2015Q2 20177
Domani Wealth, LLC 770.08%0.33%0.66%Q1 2015Q3 20167
Integrated Wealth Management 770.00%0.01%0.02%Q1 2015Q3 20167
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.06%0.07%0.08%Q1 2022Q3 20237
Q3 Asset Management 311.08%2.31%3.64%Q4 2017Q4 20207
WFG Advisors, LP 510.00%0.07%0.34%Q1 2014Q2 20177
INVESTMENT HOUSE LLC 770.02%0.02%0.02%Q3 2020Q1 20227
BLUEFIN CAPITAL MANAGEMENT, LLC 310.01%0.82%1.91%Q3 2020Q3 20237
StoneX Group Inc. 430.06%0.21%0.44%Q2 2017Q4 20217
L.M. KOHN & COMPANY 770.56%0.60%0.65%Q1 2022Q3 20237
MCDONALD PARTNERS LLC 770.15%0.23%0.28%Q4 2020Q2 20227
Charter Oak Capital Management, LLC 770.00%0.01%0.01%Q4 2020Q2 20227
FARMERS & MERCHANTS INVESTMENTS INC 430.00%0.01%0.02%Q3 2021Q3 20237
First PREMIER Bank 770.01%0.01%0.03%Q1 2022Q3 20237
MANAGED ACCOUNT ADVISORS LLC 430.00%0.00%0.00%Q2 2013Q2 20157
Burns Matteson Capital Management, LLC 410.83%1.42%2.39%Q4 2020Q2 20237
Laurel Wealth Planning LLC 770.05%0.13%0.17%Q1 2022Q3 20237
GREENLEAF TRUST 770.01%0.02%0.04%Q2 2017Q4 20187
PERSONAL CFO SOLUTIONS, LLC 320.05%0.13%0.19%Q1 2021Q3 20237
Tradition Wealth Management, LLC 610.00%0.00%0.00%Q4 2020Q3 20227
Laurel Wealth Advisors, Inc. 510.02%0.03%0.05%Q4 2020Q4 20227
Sage Advisory Services, Ltd.Co. 610.06%0.44%1.39%Q3 2015Q1 20207
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.03%0.08%0.14%Q1 2022Q3 20237
REGIONS FINANCIAL CORP 210.00%0.00%0.01%Q1 2015Q1 20207
PINNACLE FINANCIAL PARTNERS INC 610.02%0.04%0.06%Q2 2017Q1 20197
Archer Investment Corp 610.00%0.01%0.02%Q3 2020Q3 20237
McCarthy Asset Management, Inc. 770.19%0.22%0.26%Q4 2020Q2 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.21%0.25%0.30%Q2 2013Q4 20147
Hedeker Wealth, LLC 770.21%2.64%3.68%Q4 2020Q2 20227
CAPITAL WEALTH MANAGEMENT, LLC 774.70%5.26%5.76%Q4 2017Q2 20197
Weaver Consulting Group 770.05%0.08%0.10%Q1 2019Q3 20207
Avior Wealth Management, LLC 610.00%0.00%0.01%Q1 2021Q3 20237
Bartlett & Co. LLC 410.00%0.00%0.00%Q3 2019Q4 20227
Placemark Investments, Inc. 770.02%0.07%0.11%Q2 2013Q4 20147
Ruggie Capital Group 520.04%1.37%4.95%Q2 2015Q2 20197
Cardan Capital Partners, LLC 770.28%0.91%1.40%Q1 2020Q3 20217
Meridian Wealth Management, LLC 510.03%0.04%0.07%Q2 2020Q2 20227
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 770.16%0.23%0.30%Q3 2020Q1 20227
Valeo Financial Advisors, LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Worth Asset Management, LLC 770.00%0.28%1.04%Q1 2022Q3 20237
Voit & Company, LLC 661.11%1.27%1.48%Q4 2018Q1 20206
ProVise Management Group, LLC 220.02%0.07%0.17%Q4 2016Q4 20216
VAUGHAN & Co SECURITIES, INC. 420.15%0.17%0.20%Q4 2019Q3 20216
Ascendant Capital Management, LLC 510.42%1.06%1.33%Q4 2020Q1 20236
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 660.00%0.00%0.01%Q3 2016Q4 20176
Mariner, LLC 510.00%0.01%0.01%Q3 2016Q3 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.66%0.81%0.93%Q2 2022Q3 20236
CONNING INC. 660.08%0.20%0.37%Q1 2022Q2 20236
Baldrige Asset Management LLC 660.03%0.07%0.10%Q4 2021Q1 20236
M Holdings Securities, Inc. 310.05%0.54%1.08%Q3 2014Q2 20186
Grace Capital 510.19%0.36%0.71%Q2 2018Q2 20216
COMMUNITY BANK SYSTEM, INC. 660.01%0.01%0.03%Q2 2013Q3 20146
Leonard Rickey Investment Advisors P.L.L.C. 660.22%0.24%0.25%Q4 2017Q1 20196
HARVEST GROUP WEALTH MANAGEMENT, LLC 660.12%11.16%20.09%Q4 2017Q1 20196
FOUNDERS FINANCIAL SECURITIES LLC 510.12%0.20%0.29%Q2 2017Q2 20216
HORIZON FINANCIAL SERVICES, LLC 660.75%1.37%2.15%Q2 2021Q3 20226
Oxinas Partners Wealth Management LLC 660.13%1.32%2.57%Q4 2020Q1 20226
KMS FINANCIAL SERVICES, INC 660.05%0.06%0.10%Q2 2013Q3 20146
Karp Capital Management Corp 661.33%1.43%1.65%Q1 2018Q2 20196
First Capital Advisors Group, LLC. 660.35%1.30%2.16%Q4 2016Q1 20186
Homrich & Berg 660.01%0.01%0.02%Q2 2020Q3 20216
UBS AG 660.03%0.05%0.06%Q2 2013Q3 20146
Roble, Belko & Company, Inc 660.01%0.02%0.04%Q1 2019Q2 20206
Blackhawk Capital Partners LLC. 660.31%0.55%0.98%Q4 2020Q1 20226
Transform Wealth, LLC 310.13%0.65%1.14%Q2 2019Q1 20236
WealthTrust Asset Management, LLC 510.20%1.62%5.21%Q2 2021Q3 20236
TRUSTCORE FINANCIAL SERVICES, LLC 410.00%0.00%0.00%Q4 2017Q2 20216
MOODY NATIONAL BANK TRUST DIVISION 510.00%0.01%0.01%Q1 2019Q2 20216
Argentus Capital Management, LLC 510.01%0.20%0.50%Q2 2014Q3 20166
Bangor Savings Bank 660.00%0.01%0.02%Q2 2022Q3 20236
SCOTIA CAPITAL INC. 420.00%0.00%0.00%Q3 2018Q4 20216
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.00%0.00%Q1 2016Q2 20226
Maryland Capital Management 330.03%0.04%0.04%Q1 2018Q3 20206
BANK OF NOVA SCOTIA 310.00%0.01%0.01%Q3 2020Q3 20226
MCIA Inc 663.21%3.55%4.18%Q2 2017Q3 20186
Smithfield Trust Co 420.00%0.00%0.00%Q4 2013Q2 20176
Lee Financial Group Hawaii, Inc. 661.41%1.48%1.53%Q4 2017Q1 20196
Fulcrum Equity Management 410.10%0.33%0.89%Q1 2019Q1 20216
Ledyard National Bank 660.02%0.02%0.02%Q4 2014Q1 20166
Advisor Resource Council 660.02%0.26%0.43%Q2 2022Q3 20236
Truvestments Capital LLC 310.01%0.02%0.04%Q3 2018Q2 20216
Arbor Wealth Management, LLC 510.00%2.68%3.56%Q4 2015Q1 20196
PBMares Wealth Management LLC 660.11%0.16%0.24%Q4 2020Q1 20226
Realta Investment Advisors 220.00%0.01%0.02%Q3 2019Q3 20236
People's United Financial, Inc. 660.01%0.01%0.01%Q4 2020Q1 20226
FourThought Financial, LLC 410.00%0.00%0.00%Q4 2020Q3 20225
QUEST CAPITAL MANAGEMENT INC /ADV 550.04%0.05%0.08%Q4 2020Q4 20215
Golden State Wealth Management, LLC 410.00%0.65%0.92%Q1 2019Q1 20225
Gupta Wealth Management LLC 550.01%0.02%0.02%Q1 2015Q1 20165
Ameritas Investment Company, LLC 310.00%0.05%0.15%Q4 2018Q1 20215
CoreCap Advisors, LLC 550.03%0.05%0.09%Q4 2021Q4 20225
Crescent Capital Consulting, LLC 550.35%0.48%0.72%Q4 2020Q4 20215
MATRIX PRIVATE CAPITAL GROUP LLC 550.02%0.11%0.17%Q4 2019Q4 20205
Center For Asset Management LLC 410.83%1.07%1.66%Q4 2020Q3 20225
Apexium Financial, LP 550.08%0.10%0.13%Q3 2022Q3 20235
Johnson Midwest Financial, LLC 550.01%0.03%0.04%Q3 2022Q3 20235
HERITAGE INVESTORS MANAGEMENT CORP 550.01%0.01%0.02%Q2 2020Q2 20215
B&D White Capital Company, LLC 550.32%1.71%2.55%Q4 2020Q4 20215
Avestar Capital, LLC 550.07%0.13%0.20%Q2 2018Q2 20195
BlackRock Institutional Trust Company, N.A. 550.00%0.00%0.00%Q2 2013Q2 20145
Private Advisory Group LLC 410.16%0.20%0.25%Q2 2017Q2 20195
Friedenthal Financial 210.44%4.35%7.11%Q4 2013Q1 20215
Beaumont Financial Partners, LLC 210.02%0.18%0.34%Q1 2015Q3 20225
Cresset Asset Management, LLC 550.01%0.01%0.02%Q4 2018Q4 20195
Goodwin Investment Advisory 410.00%0.01%0.03%Q1 2022Q3 20235
IFC Holdings Incorporated/FL 550.09%0.10%0.10%Q2 2014Q2 20155
AMJ Financial Wealth Management 551.01%1.34%2.24%Q4 2020Q4 20215
Portfolio Strategies Inc 550.00%0.00%0.00%Q4 2016Q4 20175
BB&T INVESTMENT SERVICES, INC. 550.01%0.02%0.03%Q4 2016Q4 20175
RMR Wealth Builders 410.03%0.06%0.08%Q4 2019Q1 20215
Centric Wealth Management 550.65%0.78%0.85%Q4 2020Q4 20215
NWAM LLC 410.02%0.22%0.33%Q1 2014Q3 20215
BARRETT & COMPANY, INC. 550.01%0.02%0.07%Q3 2022Q3 20235
Spotlight Asset Group, Inc. 320.10%0.18%0.36%Q4 2019Q1 20215
Dakota Wealth Management 550.05%0.43%1.05%Q3 2022Q3 20235
Madrona Financial Services, LLC 550.91%1.02%1.07%Q4 2014Q4 20155
SITTNER & NELSON, LLC 550.01%0.01%0.02%Q2 2022Q2 20235
Cerity Partners LLC 410.00%0.00%0.01%Q4 2021Q3 20235
Tranquilli Financial Advisor LLC 550.21%0.54%1.03%Q4 2020Q4 20215
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.01%0.01%Q3 2017Q2 20215
JMAC ENTERPRISES LLC 550.63%0.72%0.80%Q4 2021Q4 20225
Smart Portfolios, LLC 314.30%5.85%8.58%Q4 2013Q4 20155
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.03%0.14%Q4 2021Q3 20235
TDAM USA INC. 550.01%0.01%0.01%Q1 2015Q1 20165
Stelac Advisory Services LLC 410.07%0.16%0.20%Q2 2018Q1 20205
SMITH CHAS P & ASSOCIATES PA CPAS 320.02%0.02%0.02%Q3 2021Q2 20235
GHP Investment Advisors, Inc. 410.00%0.00%0.00%Q1 2022Q2 20235
Ameliora Wealth Management Ltd. 550.03%0.04%0.07%Q3 2022Q3 20235
Florin Court Capital LLP 320.30%6.13%19.97%Q3 2021Q3 20235
Strategic Asset Management, LLC 550.02%0.06%0.14%Q3 2021Q3 20225
Paradigm Financial Advisors, LLC 410.07%0.12%0.18%Q1 2014Q4 20215
Rehmann Capital Advisory Group 320.00%0.00%0.00%Q1 2018Q2 20195
Pathway Financial Advisors LLC 550.01%0.14%0.34%Q4 2017Q4 20185
CAMBRIDGE TRUST CO 410.00%0.00%0.01%Q4 2021Q3 20235
Golden State Equity Partners 410.29%0.56%0.76%Q4 2020Q1 20225
ROCKLAND TRUST CO 550.02%0.05%0.11%Q3 2022Q3 20235
HERITAGE WEALTH MANAGEMENT, LLC 410.00%0.15%0.20%Q2 2021Q4 20225
Eagle Strategies LLC 320.07%0.26%0.67%Q4 2021Q1 20235
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 550.01%0.01%0.01%Q3 2021Q3 20225
ROSENBLUM SILVERMAN SUTTON S F INC /CA 210.50%0.54%0.58%Q1 2020Q3 20235
AEGON USA Investment Management, LLC 550.45%0.55%0.67%Q2 2013Q2 20145
Legacy Private Trust Co. 550.03%0.03%0.03%Q2 2020Q2 20215
Kore Private Wealth LLC 320.00%0.00%0.00%Q4 2018Q2 20205
REILLY FINANCIAL ADVISORS, LLC 210.00%0.00%0.01%Q4 2014Q3 20194
Systelligence, LLC 310.43%0.92%1.83%Q1 2020Q1 20224
LVZ, Inc. 310.04%4.44%6.43%Q1 2015Q2 20204
Sharkey, Howes & Javer 220.00%0.01%0.01%Q2 2016Q3 20174
Destiny Wealth Partners, LLC 220.00%0.01%0.02%Q4 2020Q4 20214
KWB Wealth 440.07%0.08%0.08%Q2 2022Q1 20234
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 310.02%0.03%0.06%Q4 2018Q3 20214
Live Oak Investment Partners 440.02%0.03%0.05%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Detalus Advisors, LLC 440.12%0.42%0.77%Q2 2022Q1 20234
B. Riley Financial, Inc. 440.05%0.08%0.11%Q3 2017Q2 20184
FirstPurpose Wealth LLC 220.21%0.25%0.31%Q3 2022Q3 20234
Simplicity Wealth,LLC 310.12%1.07%1.70%Q4 2021Q3 20234
MEEDER ASSET MANAGEMENT INC 440.00%0.00%0.01%Q1 2021Q4 20214
Glassman Wealth Services 440.00%0.00%0.00%Q4 2021Q3 20224
Delta Financial Group, Inc. 440.19%0.32%0.66%Q4 2022Q3 20234
OXFORD ASSET MANAGEMENT LLP 440.01%0.02%0.02%Q3 2017Q2 20184
G&S Capital LLC 440.03%0.03%0.04%Q4 2017Q3 20184
Edmond de Rothschild (Europe) 440.32%0.40%0.59%Q2 2015Q1 20164
Julex Capital Management, LLC 440.00%0.11%0.27%Q4 2018Q3 20194
MONETA GROUP INVESTMENT ADVISORS LLC 210.01%0.03%0.08%Q4 2017Q4 20204
K2 PRINCIPAL FUND, L.P. 440.07%0.35%0.78%Q4 2020Q3 20214
Mascoma Wealth Management LLC 440.00%0.00%0.00%Q4 2021Q3 20224
HBW ADVISORY SERVICES LLC 310.10%0.13%0.22%Q2 2020Q3 20214
Capital One Investing, Inc. 440.50%0.54%0.58%Q4 2018Q3 20194
iAB Financial Bank 440.13%0.15%0.17%Q3 2016Q2 20174
Columbus Macro, LLC 442.72%3.98%4.95%Q4 2017Q3 20184
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.07%0.08%0.08%Q4 2017Q3 20184
Strait & Sound Wealth Management LLC 440.20%0.23%0.26%Q4 2022Q3 20234
Rosenberg Matthew Hamilton 440.01%0.01%0.01%Q2 2022Q1 20234
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
CGN Advisors LLC 440.18%0.29%0.37%Q4 2020Q3 20214
Clarity Financial LLC 220.30%0.40%0.48%Q2 2021Q4 20224
Elequin Capital, LP 210.65%2.67%4.06%Q4 2021Q3 20234
GABLES CAPITAL MANAGEMENT INC. 440.01%0.01%0.01%Q4 2022Q3 20234
PICTET BANK & TRUST Ltd 441.51%1.72%1.89%Q1 2021Q4 20214
VitalStone Financial, LLC 440.00%0.27%0.97%Q4 2022Q3 20234
Kathleen S. Wright Associates Inc. 440.03%0.03%0.03%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.09%0.11%0.13%Q4 2022Q3 20234
Silverleafe Capital Partners, LLC 440.25%0.46%0.55%Q1 2021Q4 20214
MFA WEALTH ADVISORS, LLC 310.01%0.24%0.34%Q4 2017Q2 20204
GUARDIAN WEALTH ADVISORS, LLC / NC 440.00%0.03%0.05%Q4 2021Q3 20224
Coppell Advisory Solutions LLC 210.01%0.09%0.23%Q4 2020Q3 20234
Ascent Group, LLC 310.10%0.30%0.44%Q2 2022Q2 20234
Cordatus Wealth Management LLC 210.49%0.70%1.15%Q1 2019Q3 20204
Alpha Cubed Investments, LLC 440.40%0.92%1.91%Q1 2015Q4 20154
KHP Capital, LLC 441.02%1.03%1.04%Q4 2017Q3 20184
Banque Cantonale Vaudoise 440.00%0.01%0.01%Q2 2021Q1 20224
Arkadios Wealth Advisors 440.01%0.02%0.04%Q4 2020Q3 20214
Econ Financial Services Corp 310.01%1.75%3.81%Q4 2018Q4 20214
HF Advisory Group, LLC 442.00%2.04%2.08%Q4 2022Q3 20234
Kernodle & Katon Asset Management Group, LLC 440.04%0.05%0.06%Q4 2015Q3 20164
Trek Financial, LLC 440.02%0.07%0.19%Q2 2020Q1 20214
Continuum Advisory, LLC 220.05%0.09%0.18%Q3 2022Q3 20234
Merit Financial Group, LLC 440.10%0.16%0.21%Q4 2019Q3 20204
ST GERMAIN D J CO INC 310.72%1.71%4.57%Q4 2022Q4 20234
ParenteBeard Wealth Management, LLC 440.10%0.12%0.16%Q1 2014Q4 20144
Leucadia National 440.00%0.01%0.01%Q4 2022Q3 20234
Carroll Financial Associates, Inc. 310.00%0.00%0.00%Q3 2015Q4 20194
CENTRAL TRUST Co 310.00%0.00%0.00%Q4 2017Q3 20234
Syntegra Private Wealth Group, LLC 440.25%1.60%2.09%Q4 2022Q3 20234
Catalyst Capital Advisors LLC 440.01%0.01%0.01%Q1 2018Q4 20184
Signature Wealth Management Group 440.05%0.06%0.06%Q4 2017Q3 20184
Horrell Capital Management, Inc. 440.04%0.04%0.05%Q2 2014Q1 20154
Steinberg Global Asset Management 440.04%0.05%0.06%Q2 2018Q1 20194
Frontier Asset Management, LLC 220.11%0.12%0.14%Q4 2021Q3 20234
Lifeworks Advisors, LLC 440.15%0.27%0.34%Q4 2021Q3 20224
Principle Wealth Partners LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Premier Fund Managers Ltd 441.50%2.67%3.37%Q4 2015Q3 20164
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q1 2017Q2 20234
Mill Creek Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
SILVER OAK SECURITIES, INCORPORATED 310.16%0.23%0.33%Q3 2022Q3 20234
Athanor Capital, LP 310.37%0.55%0.89%Q1 2020Q1 20214
Logan Stone Capital, LLC 210.87%1.41%2.15%Q4 2021Q1 20234
DCM Advisors, LLC 440.04%0.07%0.08%Q4 2020Q3 20214
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Capital Asset Advisory Services LLC 210.00%0.00%0.01%Q1 2020Q2 20224
CAPSTONE INVESTMENT ADVISORS, LLC 210.00%0.01%0.02%Q2 2020Q2 20234
Nachman Norwood & Parrott, Inc 440.03%0.03%0.03%Q3 2020Q2 20214
Professional Financial Advisors, LLC 440.00%0.08%0.33%Q4 2021Q3 20224
Firestone Capital Management 330.02%0.02%0.02%Q4 2019Q2 20203
COMMONS CAPITAL, LLC 330.61%0.65%0.72%Q4 2021Q2 20223
Cornerstone Planning Group LLC 210.04%0.04%0.04%Q4 2022Q3 20233
Atlas Private Wealth Management, LLC 330.01%1.35%4.04%Q4 2019Q2 20203
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
SteelBridge Private Wealth Advisors LLC 330.81%0.84%0.86%Q4 2016Q2 20173
EDMOND DE ROTHSCHILD (SUISSE) S.A. 330.12%0.31%0.42%Q2 2015Q4 20153
Baltimore-Washington Financial Advisors, Inc. 330.00%0.00%0.00%Q3 2014Q1 20153
Strategic Wealth Partners, Ltd. 330.03%0.09%0.18%Q4 2017Q2 20183
Nationwide Fund Advisors 330.00%0.00%0.00%Q1 2015Q3 20153
Alliance Wealth Advisors, LLC /UT 211.54%1.65%1.83%Q4 2022Q3 20233
ACG Wealth 330.04%0.05%0.06%Q1 2014Q3 20143
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Essex Savings Bank 330.01%0.01%0.01%Q4 2018Q2 20193
3EDGE Asset Management, LP 330.05%0.06%0.07%Q2 2020Q4 20203
Beacon Financial Advisory LLC 330.11%0.11%0.12%Q1 2021Q3 20213
Goodman Advisory Group, LLC 330.00%0.02%0.03%Q4 2022Q2 20233
Vectors Research Management, LLC 330.01%0.01%0.02%Q4 2021Q2 20223
Pinnacle Wealth Management Group, Inc. 330.23%0.30%0.34%Q2 2021Q4 20213
Clearstead Advisors, LLC 210.00%0.00%0.00%Q1 2020Q2 20213
PARSONS CAPITAL MANAGEMENT INC/RI 330.04%0.04%0.04%Q1 2018Q3 20183
ROPES WEALTH ADVISORS LLC 330.00%0.01%0.01%Q4 2018Q2 20193
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 330.04%0.04%0.04%Q4 2020Q2 20213
UMB Bank, n.a. 330.00%0.00%0.00%Q3 2022Q1 20233
Hilton Capital Management, LLC 330.02%0.02%0.02%Q3 2021Q1 20223
Migdal Insurance & Financial Holdings Ltd. 210.00%0.00%0.00%Q2 2017Q1 20203
Lowe Wealth Advisors, LLC 330.02%0.02%0.02%Q2 2019Q4 20193
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
Diligent Investors, LLC 330.17%0.18%0.18%Q4 2016Q2 20173
ACT Advisors, LLC. 339.42%9.93%10.41%Q4 2022Q2 20233
Hotaling Investment Management, LLC 331.29%1.51%1.82%Q4 2018Q2 20193
Guidant Wealth Advisors 330.01%0.01%0.01%Q1 2019Q3 20193
Register Financial Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Hoover Financial Advisors, Inc. 330.04%0.04%0.06%Q4 2020Q2 20213
Asset Planning Services, Ltd. 210.00%0.00%0.00%Q2 2017Q1 20183
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.76%2.21%Q4 2016Q3 20183
Kingsbury Capital Investment Advisors LLC 333.93%4.08%4.17%Q1 2022Q3 20223
Strategic Income Management, LLC 332.32%2.42%2.47%Q4 2014Q2 20153
West Wealth Group, LLC 330.10%0.18%0.22%Q1 2023Q3 20233
Austin Private Wealth, LLC 330.04%0.04%0.04%Q4 2022Q2 20233
NVWM, LLC 210.00%0.29%0.55%Q1 2018Q1 20193
Alken Asset Management Ltd 330.14%0.30%0.42%Q2 2017Q4 20173
ABSOLUTE CAPITAL MANAGEMENT, LLC 210.15%0.46%0.80%Q4 2021Q3 20233
CreativeOne Wealth, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 330.62%0.68%0.77%Q2 2021Q4 20213
Aveo Capital Partners, LLC 210.08%0.37%0.61%Q2 2017Q4 20223
Bay Harbor Wealth Management, LLC 330.46%0.50%0.52%Q4 2018Q2 20193
KLINGENSTEIN FIELDS & CO LP 330.01%0.01%0.01%Q1 2021Q3 20213
WealthPLAN Partners, LLC 210.00%0.00%0.00%Q4 2015Q3 20163
PICTET ASSET MANAGEMENT LTD 330.00%0.01%0.01%Q3 2020Q1 20213
Vigilant Capital Management, LLC 330.01%0.01%0.01%Q3 2017Q1 20183
CITIZENS FINANCIAL GROUP INC/RI 210.00%0.00%0.01%Q3 2018Q2 20203
SEGALL BRYANT & HAMILL, LLC 330.01%0.01%0.01%Q1 2016Q3 20163
ADVENT CAPITAL MANAGEMENT /DE/ 330.01%0.01%0.01%Q4 2019Q2 20203
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 330.85%1.13%1.35%Q2 2014Q4 20143
Kovitz Investment Group Partners, LLC 210.01%0.01%0.01%Q3 2020Q4 20213
Klaas Financial Asset Advisors, LLC 330.00%0.00%0.01%Q4 2020Q2 20213
Ballew Advisors, Inc 330.02%0.03%0.03%Q1 2018Q3 20183
Lido Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Bleakley Financial Group, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
OLD MISSION CAPITAL LLC 210.01%0.04%0.08%Q4 2017Q3 20213
Kabarec Financial Advisors, Ltd. 332.49%2.69%2.90%Q4 2017Q2 20183
TFB Advisors LLC 210.99%1.64%2.30%Q4 2022Q3 20233
TORONTO DOMINION BANK 110.00%0.00%0.01%Q2 2018Q3 20233
JOHN G ULLMAN & ASSOCIATES INC 330.04%0.04%0.04%Q4 2014Q2 20153
NorthRock Partners, LLC 330.05%0.23%0.50%Q3 2019Q1 20203
HM Capital Management, LLC 331.40%2.61%3.95%Q2 2013Q4 20133
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.00%0.60%1.80%Q1 2023Q3 20233
RiverFront Investment Group, LLC 330.34%0.64%1.22%Q2 2009Q4 20093
East Coast Asset Management, LLC. 330.00%0.00%0.00%Q4 2012Q2 20133
First Allied Asset Management, Inc. 330.58%0.97%1.36%Q2 2014Q4 20143
Meristem Family Wealth, LLC 330.02%0.06%0.10%Q2 2021Q4 20213
Richard W. Paul & Associates, LLC 330.07%0.09%0.10%Q4 2022Q2 20233
Strategic Capital Alternatives LLC 210.00%0.01%0.04%Q3 2014Q3 20153
Vontobel Holding Ltd. 330.01%0.01%0.01%Q3 2021Q1 20223
McKinley Carter Wealth Services, Inc. 330.02%0.03%0.05%Q4 2020Q2 20213
SeaTown Holdings Pte. Ltd. 330.51%0.89%1.59%Q1 2021Q3 20213
Chessman Wealth Strategies RIA 210.07%7.89%13.55%Q4 2017Q3 20183
Brick & Kyle, Associates 330.06%0.07%0.07%Q3 2016Q1 20173
Cornerstone Financial Partners, LLC 330.08%0.57%0.86%Q2 2017Q4 20173
Armor Investment Advisors, LLC 210.02%0.03%0.03%Q1 2022Q2 20233
WealthOne, LLC 110.10%0.14%0.19%Q4 2018Q4 20223
Latitude Advisors, LLC 210.29%0.76%1.50%Q4 2020Q4 20213
Headlands Technologies LLC 330.00%0.01%0.02%Q4 2022Q2 20233
MAIRS & POWER INC 330.00%0.00%0.00%Q2 2018Q4 20183
TCWP LLC 330.08%0.09%0.10%Q2 2022Q4 20223
HL FINANCIAL SERVICES LLC 330.01%0.01%0.01%Q1 2015Q3 20153
FolioMetrix LLC 330.03%0.08%0.14%Q4 2014Q2 20153
Regal Wealth Group, Inc. 330.02%0.03%0.04%Q4 2017Q2 20183
ROBERTSON STEPHENS ADVISORS LLC 330.27%0.40%0.46%Q1 2017Q3 20173
Strid Group, LLC 330.12%0.15%0.19%Q4 2015Q2 20163
FIELDPOINT PRIVATE ADVISORS, INC 223.57%4.10%4.64%Q1 2017Q2 20172
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q2 2017Q3 20172
Empirical Finance, LLC 110.06%0.07%0.08%Q4 2017Q2 20182
Avalon Investment & Advisory 220.05%0.05%0.05%Q1 2020Q2 20202
BASSO CAPITAL MANAGEMENT, L.P. 110.37%0.37%0.37%Q4 2014Q3 20152
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Autumn Glory Partners, LLC 220.19%0.20%0.21%Q4 2021Q1 20222
BAKER TILLY WEALTH MANAGEMENT, LLC 110.02%0.03%0.03%Q4 2021Q4 20222
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.21%0.57%0.92%Q4 2021Q1 20222
SouthState Corp 220.01%0.01%0.01%Q4 2021Q1 20222
PRENTISS SMITH & CO INC 220.01%0.01%0.01%Q1 2018Q2 20182
WESTWOOD HOLDINGS GROUP INC 220.00%0.00%0.00%Q4 2019Q1 20202
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
OneAscent Financial Services LLC 110.10%0.74%1.39%Q4 2022Q3 20232
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Onyx Bridge Wealth Group LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Uniplan Investment Counsel, Inc. 220.15%0.16%0.17%Q4 2020Q1 20212
Meridian Wealth Partners, LLC 220.04%0.04%0.04%Q4 2019Q1 20202
FNY Managed Accounts LLC 220.01%0.01%0.02%Q3 2017Q4 20172
AMERICAFIRST CAPITAL MANAGEMENT, LLC 220.02%0.02%0.02%Q4 2014Q1 20152
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.01%Q3 2018Q4 20222
Accuvest Global Advisors 111.90%2.55%3.21%Q1 2014Q3 20142
Legacy Advisors, LLC 110.01%0.02%0.02%Q4 2017Q2 20182
CAPITAL GUARDIAN TRUST CO 220.00%0.00%0.00%Q3 2018Q4 20182
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q3 20202
Cascadia Advisory Services, LLC 110.28%0.46%0.64%Q4 2019Q3 20212
Psagot Value Holdings Ltd. / (Israel) 220.02%0.02%0.02%Q3 2022Q4 20222
SevenOneSeven Capital Management 220.23%0.39%0.54%Q4 2020Q1 20212
Strategic Capital Group LLC 220.40%0.54%0.68%Q1 2014Q2 20142
Alpine Global Management, LLC 220.13%0.24%0.34%Q4 2016Q1 20172
Manchester Capital Management LLC 220.00%0.00%0.00%Q2 2013Q3 20132
INSTRUMENTAL WEALTH, LLC 220.28%0.28%0.28%Q1 2023Q2 20232
WealthTrust-Arizona, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
Future Financial Wealth Managment LLC 220.06%0.06%0.07%Q4 2021Q1 20222
RIVERNORTH CAPITAL MANAGEMENT, LLC 220.53%0.53%0.53%Q2 2013Q3 20132
HRT FINANCIAL LP 110.00%0.05%0.09%Q2 2018Q4 20222
Tennessee Valley Asset Management Partners 220.12%0.24%0.35%Q3 2022Q4 20222
Lindbrook Capital, LLC 110.00%0.00%0.00%Q3 2020Q3 20222
SECURITY NATIONAL BANK OF SO DAK 220.63%0.68%0.73%Q2 2013Q3 20132
KWMG, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Portside Wealth Group, LLC 220.36%0.37%0.38%Q2 2023Q3 20232
Virtus ETF Advisers LLC 220.21%0.24%0.28%Q4 2016Q1 20172
DFPG INVESTMENTS, LLC 110.04%0.13%0.22%Q1 2019Q2 20232
Fortis Capital Advisors, LLC 220.00%0.01%0.01%Q4 2022Q1 20232
SIGNATUREFD, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Intelligence Driven Advisers, LLC 220.13%0.15%0.17%Q2 2022Q3 20222
MATHER GROUP, LLC. 220.04%0.05%0.06%Q2 2022Q3 20222
Larson Financial Group LLC 220.00%0.00%0.00%Q2 2020Q3 20202
SkyView Investment Advisors, LLC 221.46%1.50%1.54%Q1 2021Q2 20212
IPG Investment Advisors LLC 220.05%0.05%0.05%Q4 2020Q1 20212
Dunhill Financial, LLC 221.49%1.57%1.66%Q2 2023Q3 20232
Waverly Advisors, LLC 220.11%0.12%0.12%Q2 2023Q3 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Edge Advisors, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Israel Discount Bank of New York 220.04%0.04%0.04%Q1 2017Q2 20172
Revisor Wealth Management LLC 220.89%0.98%1.06%Q1 2023Q2 20232
Resurgent Financial Advisors LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Fluent Financial, LLC 221.55%1.56%1.56%Q2 2018Q3 20182
Integrated Advisors Network LLC 110.22%0.26%0.30%Q4 2019Q3 20212
DELTA CAPITAL MANAGEMENT LLC 220.52%0.53%0.54%Q2 2023Q3 20232
BAROMETER CAPITAL MANAGEMENT INC. 220.16%0.20%0.24%Q2 2020Q3 20202
Allred Capital Management, LLC 110.04%0.04%0.04%Q4 2019Q1 20212
UNION SAVINGS BANK 220.05%0.05%0.05%Q2 2023Q3 20232
Fund Evaluation Group, LLC 220.17%0.18%0.19%Q4 2019Q1 20202
AXS Investments LLC 220.13%0.21%0.28%Q2 2023Q3 20232
FinTrust Capital Advisors, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
SVB WEALTH LLC 220.01%0.01%0.01%Q2 2023Q3 20232
OXFORD FINANCIAL GROUP, LTD. LLC 220.01%0.01%0.01%Q4 2021Q1 20222
PFM Asset Management LLC 116.38%8.31%10.24%Q2 2020Q3 20212
DOWLING & YAHNKE LLC 220.01%0.02%0.02%Q3 2021Q4 20212
Private Capital Group, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
DELTA ASSET MANAGEMENT LLC/TN 220.00%0.00%0.00%Q4 2013Q1 20142
Sonora Investment Management, LLC 110.00%0.00%0.01%Q2 2019Q3 20212
Semmax Financial Advisors Inc. 220.00%0.01%0.02%Q4 2018Q1 20192
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Addison Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Sandy Cove Advisors, LLC 220.06%0.07%0.07%Q4 2021Q1 20222
Financial Gravity Companies, Inc. 220.00%0.00%0.00%Q4 2017Q1 20182
Perella Weinberg Partners Capital Management LP 220.47%0.49%0.51%Q1 2019Q2 20192
FIRST BUSINESS FINANCIAL SERVICES, INC. 220.03%0.03%0.03%Q4 2021Q1 20222
Ridgewood Investments LLC 220.02%0.02%0.02%Q1 2023Q2 20232
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2020Q3 20202
Gallagher Fiduciary Advisors, LLC 220.09%0.10%0.12%Q1 2023Q2 20232
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Stonehage Fleming Financial Services Holdings Ltd 220.06%0.06%0.06%Q4 2014Q1 20152
Hanson & Doremus Investment Management 220.00%0.00%0.00%Q3 2016Q4 20162
Western Wealth Management, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Dana Investment Advisors, Inc. 220.05%0.05%0.05%Q3 2020Q4 20202
MYCIO WEALTH PARTNERS, LLC 220.04%0.05%0.05%Q2 2018Q3 20182
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.03%0.05%Q2 2013Q3 20132
Walleye Trading LLC 110.00%0.00%0.01%Q1 2021Q1 20222
Carmichael Hill & Associates, Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Optas, LLC 220.27%0.29%0.30%Q4 2019Q1 20202
Daiwa Securities Group Inc. 220.00%0.00%0.00%Q4 2015Q1 20162
IRON Financial LLC 224.07%4.71%5.35%Q4 2013Q1 20142
FormulaFolio Investments, LLC 110.03%0.04%0.05%Q3 2019Q4 20202
Beacon Harbor Wealth Advisors, Inc. 112.72%3.06%3.39%Q4 2020Q2 20232
Gladstone Institutional Advisory LLC 110.06%0.06%0.07%Q2 2020Q2 20212
WIN ADVISORS, INC 110.00%0.20%0.39%Q1 2022Q2 20232
WEALTHCARE CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Retireful, LLC 110.21%0.37%0.53%Q2 2022Q3 20232
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 220.09%0.12%0.16%Q2 2018Q3 20182
Crow Point Partners, LLC 220.04%0.04%0.05%Q3 2018Q4 20182
Altium Wealth Management LLC 220.06%0.06%0.06%Q2 2019Q3 20192
Pinnacle Holdings, LLC 110.02%0.02%0.02%Q2 2015Q4 20152
Davis Capital Management 220.00%0.00%0.00%Q1 2020Q2 20202
BlueCrest Capital Management Ltd 220.05%0.05%0.06%Q2 2023Q3 20232
Lifestyle Asset Management, Inc. 225.29%5.42%5.55%Q2 2023Q3 20232
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Beaumont Capital Management, LLC 220.21%1.19%2.17%Q3 2022Q4 20222
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.01%0.02%Q2 2019Q2 20212
Smart Money Group LLC 110.70%0.70%0.70%Q1 2021Q1 20211
Swift Run Capital 110.30%0.30%0.30%Q1 2018Q1 20181
United Community Bank 110.07%0.07%0.07%Q3 2023Q3 20231
TD ASSET MANAGEMENT INC 110.09%0.09%0.09%Q1 2015Q1 20151
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Safeguard Investment Advisory Group, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Ceros Financial Services Inc. 110.41%0.41%0.41%Q1 2019Q1 20191
Key Client Fiduciary Advisors, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Trail Ridge Investment Advisors, LLC 110.36%0.36%0.36%Q2 2022Q2 20221
First Personal Financial Services 110.00%0.00%0.00%Q3 2022Q3 20221
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Epstein & White Financial LLC 110.15%0.15%0.15%Q4 2017Q4 20171
USA FINANCIAL FORMULAS 110.07%0.07%0.07%Q3 2018Q3 20181
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
ISLAY CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
GENWORTH FINANCIAL INC 110.04%0.04%0.04%Q2 2013Q2 20131
PRW Wealth Management LLC 110.82%0.82%0.82%Q2 2021Q2 20211
Pekin Hardy Strauss, Inc. 110.13%0.13%0.13%Q4 2014Q4 20141
Wealth Enhancement & Preservation of GA, LLC 110.32%0.32%0.32%Q4 2019Q4 20191
Dynamic Technology Lab Private Ltd 110.02%0.02%0.02%Q1 2023Q1 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2021Q3 20211
Manifold Partners, LLC 110.24%0.24%0.24%Q2 2013Q2 20131
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
&PARTNERS 110.11%0.11%0.11%Q1 2022Q1 20221
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Donald L. Hagan, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
FNY Investment Advisers, LLC 110.12%0.12%0.12%Q1 2019Q1 20191
Regency Capital Management Inc.\DE 110.01%0.01%0.01%Q4 2021Q4 20211
HOWARD FINANCIAL SERVICES, LTD. 110.64%0.64%0.64%Q4 2018Q4 20181
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 110.01%0.01%0.01%Q1 2023Q1 20231
HWG Holdings LP 110.01%0.01%0.01%Q2 2018Q2 20181
Fiduciary Alliance LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Accel Wealth Management 110.30%0.30%0.30%Q4 2021Q4 20211
EFG CAPITAL INTERNATIONAL CORP. 110.85%0.85%0.85%Q2 2023Q2 20231
Chandler Asset Management, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Y.D. More Investments Ltd 110.00%0.00%0.00%Q4 2022Q4 20221
WBI INVESTMENTS, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Gemmer Asset Management LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q3 2020Q3 20201
Veritable, L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
Longer Investments Inc. 113.07%3.07%3.07%Q1 2019Q1 20191
CoreFirst Bank & Trust 110.03%0.03%0.03%Q4 2022Q4 20221
Stratos Wealth Advisors, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Capital Wealth Planning, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Independent Portfolio Consultants, Inc. 110.06%0.06%0.06%Q3 2015Q3 20151
Braun-Bostich & Associates Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
LGT Financial Advisors LLC 110.05%0.05%0.05%Q4 2022Q4 20221
EWG Elevate Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
GAM Holding AG 110.00%0.00%0.00%Q3 2013Q3 20131
Second Half Financial Partners, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
FLOW TRADERS U.S. LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Barber Financial Group, Inc. 111.11%1.11%1.11%Q3 2017Q3 20171
NORDEN GROUP LLC 116.65%6.65%6.65%Q3 2023Q3 20231
VECTOR WEALTH MANAGEMENT, LLC 110.42%0.42%0.42%Q3 2013Q3 20131
Harvest Fund Management Co., Ltd 110.20%0.20%0.20%Q1 2018Q1 20181
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q2 2016Q2 20161
Elevation Capital Advisory, LLC 110.15%0.15%0.15%Q2 2021Q2 20211
Beacon Capital Management, Inc. 110.02%0.02%0.02%Q2 2018Q2 20181
Marcum Wealth, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
GEMS MANAGEMENT LTD 111.27%1.27%1.27%Q3 2013Q3 20131
Vista Private Wealth Partners. LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Urban Wealth Management, LLC 111.06%1.06%1.06%Q2 2022Q2 20221
Bell Bank 110.32%0.32%0.32%Q3 2013Q3 20131
Geller Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Legacy Financial Strategies, LLC 110.22%0.22%0.22%Q4 2017Q4 20171
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2016Q1 20161
Cypress Wealth Services, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
Greystone Financial Group, LLC 112.60%2.60%2.60%Q4 2020Q4 20201
Neuberger Berman Group LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Highland Private Wealth Management 110.18%0.18%0.18%Q1 2018Q1 20181
SYNTAX RESEARCH, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Odey Asset Management Group Ltd 110.17%0.17%0.17%Q2 2013Q2 20131
BRYN MAWR TRUST Co 110.01%0.01%0.01%Q4 2019Q4 20191
PSI Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
FIRST FINANCIAL CORP /IN/ 110.02%0.02%0.02%Q2 2016Q2 20161
QUADRANT CAPITAL GROUP LLC 110.01%0.01%0.01%Q3 2020Q3 20201
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Lenox Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Atom Investors LP 110.39%0.39%0.39%Q2 2020Q2 20201
LS Investment Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Jacobi Capital Management LLC 110.00%0.00%0.00%Q2 2018Q2 20181
KELLEHER FINANCIAL ADVISORS 110.03%0.03%0.03%Q1 2016Q1 20161
CANADA PENSION PLAN INVESTMENT BOARD 110.08%0.08%0.08%Q2 2015Q2 20151
Clearview Wealth Advisors LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Beaumont Financial Advisors, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
KANALY TRUST CO 110.01%0.01%0.01%Q3 2015Q3 20151
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q3 2022Q3 20221
COLUMBIA ADVISORY PARTNERS LLC 110.24%0.24%0.24%Q4 2021Q4 20211
ORG Partners LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Darwin Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Cordasco Financial Network 110.00%0.00%0.00%Q4 2021Q4 20211
PACIFIC FINANCIAL GROUP INC 111.42%1.42%1.42%Q1 2014Q1 20141
QCM Cayman, Ltd. 110.92%0.92%0.92%Q1 2021Q1 20211
Lee Financial Co 110.01%0.01%0.01%Q3 2021Q3 20211
Jackson Wealth Management, LLC 112.47%2.47%2.47%Q1 2021Q1 20211
Buttonwood Financial Group, LLC 110.72%0.72%0.72%Q4 2022Q4 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Summit Financial Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
MACROVIEW INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Freestone Capital Holdings, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
PATHSTONE FAMILY OFFICE, LLC 110.22%0.22%0.22%Q1 2020Q1 20201
CHILTON INVESTMENT CO INC. 110.01%0.01%0.01%Q2 2019Q2 20191
CORBETT ROAD CAPITAL MANAGEMENT, LLC 111.55%1.55%1.55%Q4 2019Q4 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.29%0.29%0.29%Q4 2019Q4 20191
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q1 2018Q1 20181
SYKON CAPITAL LLC 111.71%1.71%1.71%Q3 2023Q3 20231
PICTON MAHONEY ASSET MANAGEMENT 111.23%1.23%1.23%Q4 2014Q4 20141
MANGROVE PARTNERS IM, LLC 110.57%0.57%0.57%Q1 2023Q1 20231
Nilsine Partners, LLC 110.31%0.31%0.31%Q3 2023Q3 20231
Eukles Asset Management 110.00%0.00%0.00%Q2 2020Q2 20201
BURNS J W & CO INC/NY 110.24%0.24%0.24%Q3 2023Q3 20231
Quadrant Private Wealth Management, LLC 110.09%0.09%0.09%Q1 2021Q1 20211
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
One Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Nalls Sherbakoff Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TOTAL INVESTMENT MANAGEMENT INC 112.28%2.28%2.28%Q2 2023Q2 20231
Legacy Wealth Partners, Inc. 110.36%0.36%0.36%Q4 2019Q4 20191
Edgestream Partners, L.P. 110.02%0.02%0.02%Q2 2023Q2 20231
Gerstein Fisher 110.03%0.03%0.03%Q4 2013Q4 20131
Wright Fund Management, LLC 111.17%1.17%1.17%Q2 2023Q2 20231
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
Bowie Capital Management, LLC 110.20%0.20%0.20%Q1 2020Q1 20201
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Hoxton Planning & Management, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
RITTER DANIHER FINANCIAL ADVISORY LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Aevitas Wealth Management, Inc. 110.33%0.33%0.33%Q1 2021Q1 20211
Barnett & Company, Inc. 110.06%0.06%0.06%Q1 2016Q1 20161
OKABENA INVESTMENT SERVICES INC 111.08%1.08%1.08%Q4 2022Q4 20221
Treasure Coast Financial Planning 110.62%0.62%0.62%Q4 2021Q4 20211
SUN LIFE FINANCIAL INC 110.01%0.01%0.01%Q3 2021Q3 20211
55I, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Wayfinding Financial, LLC 112.30%2.30%2.30%Q2 2022Q2 20221
CIBC BANK USA 110.06%0.06%0.06%Q3 2017Q3 20171
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Stewardship Advisors, LLC 111.73%1.73%1.73%Q4 2019Q4 20191
CHANNEL WEALTH LLC 110.20%0.20%0.20%Q1 2023Q1 20231
AGF INVESTMENTS INC. 110.10%0.10%0.10%Q3 2018Q3 20181
Peregrine Asset Advisers, Inc. 110.55%0.55%0.55%Q3 2023Q3 20231
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q4 2022Q4 20221
DARK FOREST CAPITAL MANAGEMENT LP 110.10%0.10%0.10%Q3 2023Q3 20231
CWA Asset Management Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Crosspoint Capital Strategies, LLC 110.04%0.04%0.04%Q3 2015Q3 20151
Mayflower Financial Advisors, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Gallagher Benefit Services, Inc. 110.33%0.33%0.33%Q4 2022Q4 20221
Geneva Advisors, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Thor Advisors, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Bison Wealth, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Financial Sense Advisors, Inc. 110.26%0.26%0.26%Q4 2020Q4 20201
Centerpoint Advisors, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.09%0.09%0.09%Q2 2018Q2 20181
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
LVW Advisors, LLC 110.13%0.13%0.13%Q4 2014Q4 20141
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Americana Partners, LLC 110.31%0.31%0.31%Q4 2019Q4 20191
Trexquant Investment LP 110.01%0.01%0.01%Q2 2023Q2 20231
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Stearns Financial Services Group 110.00%0.00%0.00%Q3 2018Q3 20181
L & S Advisors Inc 110.36%0.36%0.36%Q4 2020Q4 20201
Financial Services Advisory Inc 111.87%1.87%1.87%Q4 2020Q4 20201
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
SIMON QUICK ADVISORS, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
FORTEM FINANCIAL GROUP, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Community Bank, N.A. 110.01%0.01%0.01%Q4 2014Q4 20141
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
Concorde Asset Management, LLC 110.47%0.47%0.47%Q3 2015Q3 20151
Atlas Brown,Inc. 110.34%0.34%0.34%Q4 2018Q4 20181
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Sage Investment Advisers LLC 110.91%0.91%0.91%Q4 2022Q4 20221
Cedar Brook Financial Partners, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
Live Your Vision, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q1 2020Q1 20201
Samalin Investment Counsel, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
INVESTMENT PARTNERS, LTD. 110.14%0.14%0.14%Q3 2016Q3 20161
Heritage Trust Co 110.02%0.02%0.02%Q3 2017Q3 20171
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
MARCO INVESTMENT MANAGEMENT LLC 110.11%0.11%0.11%Q4 2015Q4 20151
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
StrategIQ Financial Group, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
AMERICAN CENTURY COMPANIES INC 110.01%0.01%0.01%Q4 2021Q4 20211
Lion Street Advisors, LLC 111.89%1.89%1.89%Q2 2021Q2 20211
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
Waterloo Capital, L.P. 110.31%0.31%0.31%Q1 2020Q1 20201
Kerntke Otto McGlone Wealth Management Group 110.01%0.01%0.01%Q4 2022Q4 20221
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Balentine LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Hodges Capital Management Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
Tidal Investments LLC 110.02%0.02%0.02%Q3 2023Q3 20231
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q3 2013Q3 20131
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Operose Advisors LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
US FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Envestnet Portfolio Solutions, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
ETRADE Capital Management LLC 110.19%0.19%0.19%Q3 2015Q3 20151
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
GIRARD PARTNERS LTD. 110.02%0.02%0.02%Q3 2018Q3 20181
LITTLE HOUSE CAPITAL LLC 110.02%0.02%0.02%Q1 2019Q1 20191
PFG Investments, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Capital Wealth Alliance, LLC 110.54%0.54%0.54%Q4 2019Q4 20191
External links

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