SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 45450.00%0.02%0.07%Q2 2013Q2 202445
MORGAN STANLEY 45450.01%0.01%0.02%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.02%Q2 2013Q2 202445
LPL Financial LLC 45450.00%0.14%0.53%Q2 2013Q2 202445
NBT BANK N A /NY 45450.05%0.13%0.24%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.02%Q2 2013Q2 202445
PHILLIPS FINANCIAL MANAGEMENT, LLC 45450.02%0.21%0.45%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 45450.00%0.00%0.01%Q2 2013Q2 202445
BANK HAPOALIM BM 43430.12%0.74%1.28%Q4 2013Q2 202445
CITIGROUP INC 45450.00%0.00%0.01%Q2 2013Q2 202445
PNC FINANCIAL SERVICES GROUP, INC. 45450.00%0.00%0.00%Q2 2013Q2 202445
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 45450.11%0.24%0.42%Q2 2013Q2 202445
WHITTIER TRUST CO 45450.00%0.02%0.06%Q2 2013Q2 202445
ENVESTNET ASSET MANAGEMENT INC 44440.00%0.06%0.15%Q3 2013Q2 202444
ASSETMARK, INC 44440.00%0.14%0.50%Q3 2013Q2 202444
STATE STREET CORP 4030.00%0.00%0.02%Q2 2013Q2 202443
HighTower Advisors, LLC 22210.00%0.03%0.13%Q2 2013Q2 202443
NOTTINGHAM ADVISORS, INC. 3920.05%1.92%43.48%Q3 2013Q2 202441
RAYMOND JAMES & ASSOCIATES 3740.00%0.07%0.25%Q1 2014Q2 202441
WHITTIER TRUST CO OF NEVADA INC 41410.00%0.02%0.20%Q2 2014Q2 202441
STRATEGY ASSET MANAGERS LLC 3510.06%0.54%1.16%Q2 2013Q2 202440
UBS Group AG 39390.00%0.06%0.13%Q4 2014Q2 202439
FOSTER & MOTLEY INC 39390.05%0.30%0.74%Q4 2014Q2 202439
Crestwood Advisors Group, LLC 3090.01%0.27%1.16%Q1 2014Q2 202439
Legacy Private Trust Co. 3440.02%0.34%1.62%Q1 2014Q2 202438
Community Bank, N.A. 3440.00%0.05%0.12%Q4 2014Q2 202438
JPMORGAN CHASE & CO 3520.00%0.00%0.01%Q2 2013Q2 202437
MISSION WEALTH MANAGEMENT, LP 37371.86%3.93%7.89%Q2 2015Q2 202437
STIFEL FINANCIAL CORP 3110.00%0.00%0.01%Q3 2014Q2 202437
Charles Schwab Investment Advisory, Inc. 37370.28%1.22%2.30%Q1 2015Q1 202437
Transamerica Financial Advisors, Inc. 37370.00%0.28%1.92%Q2 2015Q2 202437
Raymond James Financial Services Advisors, Inc. 3610.01%0.03%0.06%Q2 2013Q2 202437
BLB&B Advisors, LLC 37370.09%0.61%1.97%Q2 2015Q2 202437
FIFTH THIRD BANCORP 3510.00%0.00%0.00%Q3 2014Q3 202336
Private Advisor Group, LLC 36360.01%0.10%0.37%Q3 2015Q2 202436
Migdal Insurance & Financial Holdings Ltd. 35350.04%0.39%1.13%Q4 2015Q2 202435
US BANCORP \DE\ 35350.00%0.00%0.00%Q4 2015Q2 202435
Geneos Wealth Management Inc. 34340.02%0.09%0.31%Q1 2016Q2 202434
Cambridge Investment Research Advisors, Inc. 34340.01%0.03%0.06%Q1 2016Q2 202434
IFP Advisors, Inc 20140.01%0.06%0.34%Q4 2015Q2 202434
CWM, LLC 23110.00%0.07%0.75%Q4 2015Q2 202434
Advisory Services Network, LLC 3030.00%0.09%0.20%Q1 2016Q2 202433
JANE STREET GROUP, LLC 1810.00%0.04%0.12%Q1 2014Q2 202433
HM PAYSON & CO 22110.00%0.07%0.12%Q1 2016Q2 202433
Anchor Investment Management, LLC 33330.00%0.01%0.02%Q1 2016Q1 202433
CONFLUENCE INVESTMENT MANAGEMENT LLC 2720.11%0.24%0.31%Q2 2013Q2 202433
Curbstone Financial Management Corp 32320.09%0.25%0.43%Q3 2016Q2 202432
Creative Planning 2570.00%0.10%0.44%Q1 2016Q2 202432
Acropolis Investment Management, LLC 2390.02%0.09%0.24%Q2 2013Q2 202432
Alaska Permanent Capital Management 2930.05%0.08%0.14%Q2 2016Q2 202432
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2910.00%0.01%0.02%Q3 2014Q2 202432
Glen Eagle Advisors, LLC 31310.00%0.01%0.05%Q4 2016Q2 202431
Steward Partners Investment Advisory, LLC 31310.00%0.04%0.10%Q4 2016Q2 202431
Global Retirement Partners, LLC 31310.02%0.16%1.26%Q4 2016Q2 202431
DUFF & PHELPS INVESTMENT MANAGEMENT CO 31310.13%0.15%0.19%Q4 2016Q2 202431
Probity Advisors, Inc. 1250.19%1.75%4.66%Q2 2016Q2 202430
RFG Advisory, LLC 30300.01%1.51%3.46%Q1 2017Q2 202430
FAS Wealth Partners, Inc. 30300.01%0.50%1.37%Q1 2017Q2 202430
Bartlett & Co. LLC 1570.00%0.02%0.11%Q1 2016Q4 202330
BENJAMIN F. EDWARDS & COMPANY, INC. 1730.00%0.01%0.12%Q2 2013Q2 202429
MML INVESTORS SERVICES, LLC 29290.01%0.02%0.14%Q2 2017Q2 202429
NORTHERN TRUST CORP 2710.00%0.00%0.00%Q2 2013Q2 202429
Cornerstone Management, Inc. 29290.20%1.76%2.16%Q2 2017Q2 202429
PARK AVENUE SECURITIES LLC 28280.07%2.00%9.66%Q3 2017Q2 202428
KING LUTHER CAPITAL MANAGEMENT CORP 28280.00%0.01%0.01%Q3 2017Q2 202428
Citadel Advisors 1010.00%0.00%0.02%Q1 2017Q1 202428
STEPHENS INC /AR/ 2530.03%0.29%1.00%Q2 2013Q2 202428
Atria Investments, Inc 2510.02%0.06%0.12%Q3 2016Q2 202428
BANK OF MONTREAL /CAN/ 1520.00%0.00%0.00%Q4 2015Q2 202428
AE Wealth Management LLC 2610.01%0.15%0.37%Q2 2017Q2 202427
Baird Financial Group, Inc. 2070.00%0.01%0.02%Q2 2015Q2 202427
VISTA INVESTMENT MANAGEMENT 27270.58%1.57%2.51%Q4 2017Q2 202427
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.03%0.08%Q2 2013Q4 201927
Asset Planning Services, Ltd. 27270.07%0.37%1.00%Q2 2015Q4 202127
Capital Investment Advisory Services, LLC 27270.02%0.28%1.70%Q4 2017Q2 202427
STEPHENS GROUP ASSET MANAGEMENT, LLC 27271.41%3.26%9.17%Q4 2017Q2 202427
BLAIR WILLIAM & CO/IL 27270.00%0.00%0.01%Q4 2017Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.00%0.01%0.02%Q4 2017Q2 202427
BHK Investment Advisors, LLC 27270.11%0.19%0.27%Q4 2017Q2 202427
1834 INVESTMENT ADVISORS CO 27270.01%0.03%0.04%Q4 2017Q2 202427
Arete Wealth Advisors, LLC 1980.02%0.23%0.38%Q3 2017Q2 202427
Janney Montgomery Scott LLC 26260.00%0.02%0.04%Q1 2018Q2 202426
Winch Advisory Services, LLC 26260.21%0.49%0.67%Q1 2018Q2 202426
Capital Analysts, LLC 2410.00%0.75%1.09%Q2 2015Q2 202426
SHEETS SMITH WEALTH MANAGEMENT 2420.05%0.64%1.17%Q4 2017Q2 202426
Psagot Value Holdings Ltd. 26260.01%0.13%1.10%Q2 2015Q3 202126
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 26260.02%0.47%1.84%Q1 2018Q2 202426
NewSquare Capital LLC 910.00%1.28%7.47%Q4 2013Q3 202326
Front Row Advisors LLC 2420.00%0.00%0.00%Q4 2017Q2 202426
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 26260.00%2.02%2.50%Q2 2017Q3 202326
Towercrest Capital Management 26260.51%1.21%1.77%Q1 2018Q2 202426
Alliance Wealth Management Group 2330.76%1.03%1.31%Q4 2017Q2 202426
PACIFIC FINANCIAL GROUP INC 2310.09%1.32%2.09%Q3 2015Q2 202426
AdvisorNet Financial, Inc 26260.00%0.23%0.68%Q1 2018Q2 202426
Avior Wealth Management, LLC 26260.01%0.07%1.09%Q1 2018Q2 202426
Bank of New York Mellon Corp 1410.00%0.00%0.01%Q4 2013Q2 202426
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 26260.06%0.28%0.72%Q4 2017Q1 202426
WRAPMANAGER INC 26263.40%4.67%6.39%Q1 2018Q2 202426
LINCOLN NATIONAL CORP 1210.01%0.01%0.03%Q4 2015Q1 202425
Advisors Capital Management, LLC 25250.01%0.45%0.90%Q2 2018Q2 202425
Prospera Financial Services Inc 810.00%0.51%4.87%Q2 2013Q2 202425
Snowden Capital Advisors LLC 25250.03%0.10%0.19%Q2 2018Q2 202425
Parallel Advisors, LLC 2410.00%0.00%0.00%Q4 2016Q2 202425
Occidental Asset Management, LLC 25250.29%5.36%8.92%Q2 2018Q2 202425
Fisher Asset Management, LLC 25250.00%0.00%0.01%Q2 2018Q2 202425
Gradient Investments LLC 2310.00%0.77%1.88%Q2 2017Q2 202425
BARTLETT & CO. WEALTH MANAGEMENT LLC 15100.00%0.03%0.11%Q1 2018Q2 202425
Allworth Financial LP 25250.16%1.06%2.66%Q2 2018Q2 202425
PFG Advisors 24240.06%0.16%0.53%Q3 2018Q2 202424
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2310.00%0.01%0.06%Q4 2016Q1 202424
CREDIT SUISSE AG/ 12120.00%0.00%0.01%Q1 2013Q1 202424
HOLLENCREST CAPITAL MANAGEMENT 24240.00%0.05%0.11%Q3 2018Q2 202424
GOLDMAN SACHS GROUP INC 1610.00%0.00%0.01%Q1 2016Q2 202424
FMR LLC 24240.00%0.00%0.00%Q3 2018Q2 202424
BlackRock Finance, Inc. 24240.00%0.00%0.02%Q4 2017Q3 202324
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.04%0.10%0.26%Q3 2018Q2 202424
TOWNSQUARE CAPITAL LLC 23230.02%0.05%0.12%Q4 2018Q2 202423
Stratos Wealth Partners, LTD. 2110.00%0.07%0.17%Q1 2018Q2 202423
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.06%Q1 2014Q2 202423
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 12110.03%0.04%0.05%Q3 2018Q2 202423
Harel Insurance Investments & Financial Services Ltd. 1030.00%0.03%0.10%Q1 2016Q2 202423
Rockefeller Capital Management L.P. 23230.00%0.00%0.01%Q4 2018Q2 202423
APPLETON PARTNERS INC/MA 23230.18%0.50%0.61%Q4 2018Q2 202423
INTEGRATED CAPITAL MANAGEMENT, INC. 23234.61%12.79%21.62%Q4 2018Q2 202423
Integrated Wealth Concepts LLC 23230.01%0.02%0.06%Q4 2018Q2 202423
PROFFITT & GOODSON INC 23230.21%0.85%1.77%Q4 2018Q2 202423
FDx Advisors, Inc. 920.01%0.26%1.89%Q4 2013Q2 202423
Moisand Fitzgerald Tamayo, LLC 1110.00%0.00%0.00%Q4 2015Q2 202423
Patriot Financial Group Insurance Agency, LLC 23230.00%0.14%0.59%Q4 2016Q2 202223
FIFTH THIRD SECURITIES, INC. 1720.04%0.34%0.89%Q4 2017Q2 202423
Sumitomo Mitsui Trust Holdings, Inc. 1110.00%0.01%0.05%Q4 2014Q1 202222
RDA Financial Network 22220.88%1.92%2.81%Q1 2019Q2 202422
EASTERN BANK 22220.04%2.40%3.60%Q1 2019Q2 202422
Manning & Napier Group, LLC 1930.01%0.06%0.08%Q1 2018Q1 202422
Focused Wealth Management, Inc 22220.03%3.67%6.96%Q3 2018Q4 202322
IHT Wealth Management, LLC 1060.00%0.04%0.11%Q4 2016Q3 202322
Western Wealth Management, LLC 11110.06%0.10%0.22%Q4 2018Q2 202422
Willow Creek Wealth Management Inc. 22220.30%2.44%5.58%Q3 2018Q4 202322
Cornerstone Wealth Management, LLC 1060.00%0.22%0.49%Q2 2018Q2 202422
Kovitz Investment Group Partners, LLC 22220.02%0.03%0.05%Q1 2019Q2 202422
Stadion Money Management, LLC 2020.03%0.54%1.03%Q3 2013Q2 202122
REILLY FINANCIAL ADVISORS, LLC 22220.00%0.03%0.06%Q3 2016Q4 202122
RAYMOND JAMES TRUST N.A. 1150.01%0.05%0.10%Q1 2017Q2 202422
CAPTRUST FINANCIAL ADVISORS 2010.00%0.05%0.14%Q3 2017Q2 202422
OLD MISSION CAPITAL LLC 420.05%0.53%1.76%Q1 2017Q2 202422
Westover Capital Advisors, LLC 21210.53%2.31%3.64%Q4 2017Q4 202221
BARCLAYS PLC 910.00%0.01%0.04%Q1 2017Q2 202421
Aptus Capital Advisors, LLC 2010.00%0.00%0.03%Q1 2019Q2 202421
SlateStone Wealth, LLC 21210.03%0.08%0.20%Q2 2019Q2 202421
Cetera Advisor Networks LLC 21210.00%0.02%0.07%Q4 2018Q4 202321
Wealthstar Advisors, LLC 1290.15%0.57%1.03%Q1 2018Q1 202421
Capital Advisors, Ltd. LLC 2010.00%0.12%0.29%Q4 2013Q3 202221
Horizon Investments, LLC 1120.01%0.67%1.57%Q1 2018Q2 202421
TSFG, LLC 20200.00%0.04%0.09%Q1 2019Q4 202320
Aspire Private Capital, LLC 1640.00%0.97%3.79%Q4 2018Q1 202420
Windsor Capital Management, LLC 20200.08%1.98%2.81%Q1 2018Q4 202220
WEALTHSOURCE PARTNERS, LLC 1710.03%0.75%2.94%Q1 2018Q4 202320
Morningstar Investment Services LLC 20200.00%0.91%1.47%Q2 2016Q1 202120
DEUTSCHE BANK AG\ 810.00%0.00%0.04%Q3 2013Q1 202320
Archer Investment Corp 1730.01%0.06%0.11%Q4 2018Q2 202420
Wealthcare Advisory Partners LLC 1110.00%0.02%0.08%Q2 2016Q2 202420
American Portfolios Advisors 20200.01%0.01%0.02%Q4 2017Q3 202220
CENTAURUS FINANCIAL, INC. 1550.02%0.05%0.28%Q4 2018Q1 202420
MCF Advisors LLC 1280.17%0.27%0.33%Q4 2018Q4 202320
OLD SECOND NATIONAL BANK OF AURORA 20200.01%0.78%4.93%Q3 2019Q2 202420
StrategIQ Financial Group, LLC 20200.73%1.20%1.63%Q1 2019Q4 202320
Trilogy Capital Inc. 10100.00%0.66%1.73%Q2 2018Q2 202420
PRUDENTIAL FINANCIAL INC 20200.00%0.00%0.01%Q3 2019Q2 202420
Betterment LLC 1010.00%0.01%0.10%Q4 2014Q1 202420
CREATIVE FINANCIAL DESIGNS INC /ADV 1820.00%0.05%0.25%Q2 2017Q2 202420
Mutual Advisors, LLC 1280.01%0.10%0.30%Q2 2019Q2 202420
CLIENT 1ST ADVISORY GROUP, LLC 19190.09%1.96%6.22%Q4 2019Q2 202419
Leicht Financial Planning & Wealth Management, Inc. 19190.89%4.99%8.40%Q4 2019Q2 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Kistler-Tiffany Companies, LLC 1630.00%0.42%2.80%Q2 2016Q2 202319
Vectors Research Management, LLC 19190.01%2.50%5.74%Q4 2019Q2 202419
Center for Financial Planning, Inc. 19190.00%0.00%0.00%Q4 2019Q2 202419
Jacobi Capital Management LLC 1180.00%0.05%0.10%Q2 2019Q2 202419
Financial Gravity Asset Management, Inc. 1510.00%0.99%3.91%Q1 2018Q2 202419
Texas Capital Bank Wealth Management Services Inc 19190.05%0.14%0.29%Q4 2019Q2 202419
Financial Advocates Investment Management 19190.02%0.07%0.33%Q4 2019Q2 202419
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.00%Q2 2016Q4 202319
MERCER GLOBAL ADVISORS INC /ADV 1610.00%0.01%0.02%Q1 2019Q2 202419
Voya Financial Advisors, Inc. 19190.02%0.04%0.15%Q1 2016Q3 202019
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 19190.10%0.20%0.49%Q4 2019Q2 202419
AT Bancorp 19190.09%0.16%0.36%Q3 2014Q1 201919
TRUEFG, LLC 19194.67%5.56%7.34%Q4 2019Q2 202419
TRUIST FINANCIAL CORP 18180.00%0.00%0.01%Q4 2019Q1 202418
Financial Engines Advisors L.L.C. 18180.00%0.03%0.27%Q1 2020Q2 202418
Koshinski Asset Management, Inc. 710.01%0.16%0.39%Q2 2017Q2 202418
First Allied Advisory Services, Inc. 18180.01%0.03%0.09%Q2 2016Q3 202018
LEVEL FOUR ADVISORY SERVICES, LLC 910.02%0.08%0.22%Q4 2016Q3 202218
SWS Partners 811.12%1.31%1.64%Q4 2017Q2 202418
Rosenberg Matthew Hamilton 18180.01%0.04%0.13%Q1 2020Q2 202418
Acorn Wealth Advisors, LLC 1530.08%0.24%0.31%Q4 2017Q2 202418
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1531.46%4.39%6.43%Q3 2018Q2 202418
ALPS ADVISORS INC 990.00%0.09%0.23%Q3 2016Q2 202418
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 18180.20%0.31%0.59%Q1 2020Q2 202418
MASSMUTUAL TRUST CO FSB/ADV 1010.00%0.05%0.23%Q4 2016Q2 202418
Adams Wealth Management 18180.88%4.72%9.12%Q1 2020Q2 202418
Mariner, LLC 18180.00%0.01%0.01%Q1 2020Q2 202418
CULLEN/FROST BANKERS, INC. 1710.00%0.00%0.01%Q4 2019Q2 202418
ERTS Wealth Advisors, LLC 18183.87%6.60%8.60%Q1 2020Q2 202418
OSAIC HOLDINGS, INC. 18180.04%0.05%0.09%Q1 2020Q2 202418
Orion Portfolio Solutions, LLC 18180.10%0.31%0.53%Q1 2020Q2 202418
CX Institutional 17170.01%0.21%0.42%Q2 2018Q2 202217
FOUNDERS FINANCIAL SECURITIES LLC 810.04%0.16%0.44%Q1 2018Q2 202417
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 17170.12%1.56%3.75%Q2 2020Q2 202417
Cerity Partners OCIO LLC 17170.10%1.03%2.14%Q4 2018Q4 202217
Renaissance Technologies 510.00%0.00%0.03%Q4 2017Q2 202417
Retirement Group, LLC 1610.00%0.00%0.01%Q4 2019Q1 202417
Simplicity Solutions, LLC 1430.03%0.24%0.47%Q2 2018Q3 202217
SUNTRUST BANKS INC 1520.00%0.01%0.02%Q1 2014Q3 201917
SIGNATUREFD, LLC 620.00%0.00%0.00%Q3 2015Q2 202417
IFG Advisory, LLC 16160.03%0.07%0.17%Q3 2020Q2 202416
Larson Financial Group LLC 16160.00%0.00%0.02%Q3 2020Q2 202416
Garde Capital, Inc. 16160.04%0.12%0.17%Q2 2014Q1 201816
Financial Management Professionals, Inc. 16160.00%0.00%0.00%Q2 2018Q1 202216
Eagle Ridge Investment Management 1240.05%2.29%3.09%Q2 2016Q2 202416
Foresight Wealth Management, LLC 16160.04%0.93%1.72%Q4 2018Q3 202216
Kelly Financial Services LLC 1110.00%0.02%0.09%Q3 2019Q2 202416
SCOTIA CAPITAL INC. 1420.00%0.00%0.00%Q1 2020Q2 202416
Kestra Advisory Services, LLC 16160.01%0.02%0.02%Q3 2020Q2 202416
Ameritas Investment Partners, Inc. 1210.00%0.00%0.00%Q4 2014Q2 202416
CIBC WORLD MARKET INC. 880.00%0.00%0.00%Q2 2014Q4 201916
Relative Value Partners Group, LLC 16160.20%1.58%3.31%Q2 2020Q1 202416
JT Stratford LLC 16160.10%1.29%3.16%Q1 2018Q4 202116
Cresset Asset Management, LLC 16160.00%0.01%0.01%Q3 2020Q2 202416
Bluefin Trading, LLC 510.01%0.33%1.23%Q2 2013Q1 202016
Clear Creek Financial Management, LLC 1510.23%0.99%3.27%Q2 2020Q2 202416
HANTZ FINANCIAL SERVICES, INC. 16160.00%0.00%0.00%Q1 2020Q4 202316
ROOSEVELT INVESTMENT GROUP LLC 1140.03%0.21%0.31%Q1 2016Q3 202215
ECLECTIC ASSOCIATES INC /ADV 15150.14%0.19%0.27%Q4 2020Q2 202415
Good Life Advisors, LLC 1140.03%0.10%0.18%Q4 2019Q2 202415
PrairieView Partners, LLC 15150.01%0.07%0.15%Q4 2018Q2 202215
Wellesley Investment Partners, LLC 15150.11%1.86%2.76%Q4 2015Q2 201915
Annapolis Financial Services, LLC 15150.01%0.02%0.03%Q4 2020Q2 202415
Destination Wealth Management 1410.00%0.05%0.09%Q4 2015Q1 202015
SignalPoint Asset Management, LLC 15150.20%0.70%1.04%Q3 2020Q1 202415
Sequoia Financial Advisors, LLC 1230.00%0.02%0.03%Q1 2020Q2 202415
First Horizon Advisors, Inc. 920.00%0.00%0.01%Q3 2019Q2 202415
TWO SIGMA SECURITIES, LLC 710.00%0.04%0.11%Q3 2018Q2 202415
HOWE & RUSLING INC 1110.00%0.01%0.02%Q2 2017Q1 202415
CGN Advisors LLC 15151.34%1.66%2.23%Q4 2020Q2 202415
Advisor Group, Inc. 15150.03%0.05%0.08%Q2 2016Q4 201915
FLAGSHIP HARBOR ADVISORS, LLC 1020.00%0.23%0.57%Q2 2018Q1 202415
Amtrust Financial Services, Inc. 15153.38%5.08%9.60%Q4 2020Q2 202415
MSI Financial Services Inc 15150.00%0.01%0.01%Q2 2013Q4 201615
FSB PREMIER WEALTH MANAGEMENT, INC. 15150.94%1.90%2.72%Q4 2020Q2 202415
Country Club Trust Company, n.a. 960.11%0.54%1.24%Q1 2018Q4 202115
Iron Horse Wealth Management, LLC 15150.03%0.20%0.52%Q4 2020Q2 202415
Belpointe Asset Management LLC 1010.01%0.05%0.15%Q3 2019Q1 202415
TRUSTCORE FINANCIAL SERVICES, LLC 15150.00%0.04%0.10%Q2 2019Q4 202215
People's United Financial, Inc. 1410.01%0.71%1.15%Q2 2018Q1 202215
Rockbridge Investment Management, LCC 15150.03%0.07%0.14%Q2 2020Q4 202315
Insight Advisors, LLC/ PA 15150.23%0.41%0.58%Q4 2020Q2 202415
TUCKER ASSET MANAGEMENT LLC 15150.01%0.04%0.17%Q4 2020Q2 202415
Bell Rock Capital LLC 1220.03%0.27%0.64%Q4 2017Q1 202214
Sound Income Strategies, LLC 14140.00%0.00%0.01%Q1 2021Q2 202414
Clark Capital Management Group, Inc. 910.01%0.15%0.31%Q1 2020Q2 202414
FRANKLIN RESOURCES INC 1010.00%0.00%0.00%Q3 2018Q2 202414
Municipal Employees' Retirement System of Michigan 14140.06%0.09%0.33%Q1 2021Q2 202414
WealthShield Partners, LLC 610.00%0.02%0.07%Q4 2017Q2 202414
Lehman & Derafelo Financial Resources LLC 1220.01%0.02%0.02%Q4 2018Q3 202214
Highland Private Wealth Management 950.14%0.57%1.12%Q4 2015Q2 201914
Jackson Hole Capital Partners, LLC 14140.01%0.02%0.03%Q2 2019Q3 202214
Polaris Wealth Advisory Group, LLC 14140.07%0.63%3.62%Q1 2018Q2 202114
AVANTAX ADVISORY SERVICES, INC. 14140.00%0.03%0.06%Q1 2021Q2 202414
Institute for Wealth Management, LLC. 1310.01%0.09%0.36%Q4 2019Q2 202314
1492 Capital Management LLC 14140.15%0.18%0.22%Q1 2021Q2 202414
Gilbert & Cook, Inc. 14140.13%0.71%1.20%Q4 2016Q1 202014
PFS INVESTMENTS INC. 820.04%0.62%1.61%Q1 2018Q2 202314
Kingsview Wealth Management, LLC 14140.02%0.07%0.12%Q1 2021Q2 202414
Charles Schwab Trust Co 1310.04%0.83%2.05%Q3 2019Q3 202314
Allianz Investment Management U.S. LLC 14140.37%2.93%6.18%Q1 2021Q2 202414
Cetera Investment Advisers 14140.01%0.07%0.15%Q4 2020Q1 202414
GPS Wealth Strategies Group, LLC 14140.00%0.19%0.41%Q1 2021Q2 202414
NSI Retail Advisors, LLC 13130.48%0.96%1.47%Q2 2021Q2 202413
Stratos Wealth Advisors, LLC 720.02%0.18%0.53%Q2 2020Q2 202413
WealthPLAN Partners, LLC 920.00%0.04%0.06%Q2 2016Q2 202313
Valeo Financial Advisors, LLC 940.00%0.00%0.00%Q4 2017Q1 202113
Mirae Asset Global Investments Co., Ltd. 13130.01%0.02%0.03%Q2 2021Q2 202413
CFS Investment Advisory Services, LLC 1210.08%0.52%1.72%Q4 2020Q2 202413
Sowell Financial Services LLC 710.01%0.03%0.07%Q3 2019Q2 202413
BB&T SECURITIES, LLC 850.00%0.00%0.01%Q3 2015Q3 201913
EPG Wealth Management LLC 820.00%0.00%0.02%Q4 2019Q2 202413
CSM Advisors, LLC 13130.21%0.40%0.60%Q2 2021Q2 202413
DeGreen Capital Management LLC 13132.35%5.28%7.67%Q3 2018Q3 202113
Wechter Feldman Wealth Management, Inc. 13130.53%0.92%2.85%Q2 2018Q2 202113
Princeton Global Asset Management LLC 13130.01%0.02%0.04%Q4 2018Q4 202113
Key FInancial Inc 13130.00%0.00%0.00%Q2 2021Q2 202413
Sandy Spring Bank 1010.00%0.00%0.00%Q4 2019Q2 202413
Baystate Wealth Management LLC 1120.00%0.01%0.06%Q1 2015Q2 202313
Zurich Insurance Group Ltd/FI 13130.31%0.51%0.69%Q2 2021Q2 202413
Global Financial Private Capital, Inc 1210.00%0.98%1.48%Q1 2017Q2 202013
Versant Capital Management, Inc 710.00%0.00%0.00%Q1 2016Q2 202413
Redwood Investment Management, LLC 820.03%1.70%5.25%Q1 2018Q2 202413
HARBOUR INVESTMENTS, INC. 940.02%0.04%0.08%Q1 2021Q2 202413
Venture Visionary Partners LLC 12120.04%0.14%0.46%Q4 2019Q3 202212
Tower Research Capital LLC (TRC) 1110.00%0.00%0.00%Q3 2014Q2 202412
Poehling Capital Management, INC. 12120.08%0.12%0.18%Q3 2019Q2 202212
ALLIANZ INVESTMENT MANAGEMENT LLC 12123.67%7.70%12.73%Q1 2018Q4 202012
Investors Research Corp 12120.00%0.00%0.00%Q3 2021Q2 202412
HNP Capital LLC 12121.35%3.60%6.00%Q2 2020Q1 202312
GenTrust, LLC 12120.03%1.30%4.04%Q3 2021Q2 202412
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
Raab & Moskowitz Asset Management LLC 1110.00%0.12%0.18%Q3 2018Q3 202112
PETERSON WEALTH MANAGEMENT 12121.23%3.53%5.90%Q4 2019Q3 202212
Fullen Financial Group 12120.26%0.35%0.49%Q2 2020Q1 202312
Freedom Investment Management, Inc. 660.17%0.33%0.57%Q3 2013Q2 202412
MAGNOLIA CAPITAL ADVISORS LLC 1110.07%0.21%0.49%Q4 2019Q1 202312
CPWM, LLC 12120.02%0.03%0.05%Q3 2019Q2 202212
Alliance Wealth Advisors, LLC 12120.26%0.33%0.42%Q3 2021Q2 202412
Qube Research & Technologies Ltd 620.00%0.31%0.92%Q4 2019Q1 202412
Commonwealth Equity Services, Inc 12120.00%0.00%0.01%Q4 2014Q3 201712
Ausdal Financial Partners, Inc. 810.06%0.44%0.64%Q2 2019Q2 202412
Psagot Value Holdings Ltd. / (Israel) 12120.00%1.17%6.05%Q3 2021Q2 202412
Outlook Wealth Advisors, LLC 12120.09%0.12%0.20%Q1 2020Q4 202212
ENTERPRISE FINANCIAL SERVICES CORP 12120.02%1.81%5.25%Q1 2019Q4 202112
Cooper Financial Group 1020.04%2.60%3.98%Q4 2018Q2 202412
NEXT Financial Group, Inc 610.00%0.01%0.02%Q2 2017Q4 202112
ST GERMAIN D J CO INC 750.01%0.75%1.43%Q2 2021Q2 202412
WEST MICHIGAN ADVISORS, LLC 11110.07%0.13%0.22%Q4 2021Q2 202411
Mayflower Financial Advisors, LLC 11110.03%0.11%0.25%Q4 2021Q2 202411
BOENNING & SCATTERGOOD, INC. 11110.05%0.07%0.10%Q2 2020Q4 202211
Invesco Ltd. 1010.00%0.00%0.01%Q2 2016Q1 201911
CAPITAL ADVISORS INC/OK 1010.01%1.03%1.45%Q1 2021Q2 202411
BOSTON ADVISORS LLC 11110.13%0.22%0.45%Q1 2017Q3 201911
Penobscot Investment Management Company, Inc. 830.02%0.27%0.62%Q4 2020Q2 202411
City State Bank 11110.02%0.02%0.02%Q4 2021Q2 202411
Integrity Financial Corp /WA 11110.00%0.00%0.00%Q4 2021Q2 202411
NewEdge Advisors, LLC 910.00%0.01%0.01%Q2 2017Q2 202411
Rinkey Investments 11110.46%0.77%1.49%Q4 2021Q2 202411
1620 INVESTMENT ADVISORS, INC. 11113.09%4.50%5.78%Q4 2021Q2 202411
Concorde Asset Management, LLC 11110.14%0.23%0.36%Q3 2018Q1 202111
Harvest Investment Services, LLC 11110.15%0.21%0.48%Q1 2019Q3 202111
Castleview Partners, LLC 1010.01%0.03%0.14%Q2 2021Q2 202411
M&T BANK CORP 910.00%0.05%0.11%Q1 2017Q2 202411
Aquire Wealth Advisors, LLC 11111.81%2.09%2.43%Q4 2021Q2 202411
LifePlan Financial Group, Inc 11110.00%0.01%0.02%Q1 2018Q3 202011
CAPSTONE ASSET MANAGEMENT CO 11110.03%0.04%0.05%Q4 2014Q2 201711
RED CEDAR INVESTMENT MANAGEMENT, LLC 11110.07%0.15%0.67%Q4 2020Q2 202311
Newport Capital Group, LLC 920.11%0.23%0.28%Q4 2020Q3 202311
MONEY CONCEPTS CAPITAL CORP 920.00%0.15%0.44%Q4 2020Q4 202311
Carmichael Hill & Associates, Inc. 11110.01%0.01%0.01%Q4 2019Q2 202211
Treynor Bancshares, Inc. 11112.08%2.33%2.49%Q4 2021Q2 202411
Collaborative Wealth Managment Inc. 910.45%0.50%0.53%Q1 2021Q2 202411
EP Wealth Advisors, LLC 510.00%0.03%0.06%Q4 2015Q2 202411
Aspire Wealth Management Corp 11110.01%0.02%0.07%Q4 2021Q2 202411
Hofer & Associates. Inc 11112.59%4.59%5.31%Q4 2021Q2 202411
Faithward Advisors, LLC 920.00%0.23%0.90%Q3 2019Q2 202311
Ashton Thomas Private Wealth, LLC 1010.00%0.07%0.18%Q3 2020Q2 202411
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.00%Q4 2021Q2 202411
INTEGRAL INVESTMENT ADVISORS, INC. 11114.39%6.17%8.72%Q4 2021Q2 202411
HighMark Wealth Management LLC 11110.01%0.02%0.06%Q2 2021Q4 202311
Marion Wealth Management 910.24%2.87%12.16%Q4 2021Q2 202410
AXXCESS WEALTH MANAGEMENT, LLC 820.03%0.13%0.29%Q4 2021Q2 202410
Raleigh Capital Management Inc. 550.00%0.06%0.26%Q4 2021Q2 202410
OPPENHEIMER ASSET MANAGEMENT INC. 550.00%0.00%0.01%Q1 2017Q4 201910
Spire Wealth Management 610.00%0.00%0.00%Q1 2021Q2 202410
IndexIQ Advisors LLC 10100.00%0.08%0.31%Q3 2018Q4 202010
Global Trust Asset Management, LLC 910.01%0.01%0.02%Q4 2017Q1 202210
CAMBRIDGE TRUST CO 10100.00%0.01%0.02%Q4 2021Q1 202410
Alpha Cubed Investments, LLC 10100.01%0.02%0.02%Q1 2022Q2 202410
Atria Wealth Solutions, Inc. 10100.01%0.02%0.04%Q1 2022Q2 202410
BBVA USA Bancshares, Inc. 10100.02%0.04%0.05%Q4 2017Q1 202010
Evensky & Katz LLC 10100.01%0.08%0.29%Q1 2018Q2 202010
Midwest Heritage Bank, FSB 10100.13%0.31%0.59%Q4 2021Q1 202410
Sonora Investment Management, LLC 810.00%0.00%0.01%Q2 2016Q3 202110
BAR HARBOR TRUST SERVICES 10100.06%0.08%0.15%Q4 2019Q1 202210
Ignite Planners, LLC 910.20%0.66%1.29%Q4 2021Q2 202410
Tortoise Investment Management, LLC 10100.02%0.29%1.08%Q4 2012Q1 201510
Beacon Pointe Advisors, LLC 610.01%0.01%0.05%Q3 2020Q2 202410
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q2 2016Q3 201810
UNITED SERVICES AUTOMOBILE ASSOCIATION 10100.07%2.39%7.02%Q3 2018Q4 202010
ROWLAND CARMICHAEL ADVISORS INC /ADV 10100.41%1.14%1.74%Q3 2018Q4 202010
FRONTIER INVESTMENT MGMT CO 10100.07%0.09%0.14%Q1 2018Q2 202010
ADVISOR PARTNERS LLC 10100.03%0.04%0.04%Q1 2020Q2 202210
Point72 Asset Management, L.P. 820.12%0.18%0.32%Q1 2020Q2 202410
LexAurum Advisors, LLC 730.13%0.21%0.29%Q4 2017Q4 202010
ATLAS CAPITAL ADVISORS LLC 710.00%0.00%0.01%Q1 2018Q2 202410
Dynamic Advisor Solutions LLC 730.04%0.41%0.76%Q4 2018Q2 202410
CONNING INC. 910.06%0.44%1.42%Q3 2018Q3 202310
COUNTRY CLUB BANK 10100.03%0.08%0.13%Q1 2022Q2 202410
Foster Victor Wealth Advisors, LLC 710.17%0.49%0.93%Q2 2019Q2 202410
SILVER OAK SECURITIES, INCORPORATED 10100.06%0.11%0.18%Q1 2022Q2 202410
CABOT WEALTH MANAGEMENT INC 10100.21%1.92%3.11%Q1 2022Q2 202410
D.A. DAVIDSON & CO. 730.01%1.04%1.55%Q3 2018Q2 202410
COMERICA BANK 510.00%0.00%0.01%Q3 2014Q2 202410
Lake Point Wealth Management 520.00%0.10%0.89%Q4 2018Q2 202210
Verition Fund Management LLC 310.01%0.43%2.24%Q1 2018Q1 202310
CYPRESS FINANCIAL PLANNING LLC 990.18%0.35%0.81%Q2 2022Q2 20249
OPPENHEIMER & CO INC 510.01%0.01%0.02%Q1 2017Q1 20219
Buckingham Capital Management, Inc. 990.33%6.85%10.97%Q2 2022Q2 20249
ADVANTAGE INVESTMENT MANAGEMENT, LLC 420.00%0.47%0.81%Q2 2015Q2 20189
PHILADELPHIA TRUST CO 540.03%0.37%0.50%Q2 2016Q4 20189
CURIAN CAPITAL LLC 990.21%0.28%0.38%Q4 2013Q4 20159
Merit Financial Group, LLC 990.01%0.11%0.21%Q2 2022Q2 20249
WEBSTER BANK, N. A. 990.00%0.00%0.00%Q4 2016Q4 20189
PRIVATE TRUST CO NA 990.03%0.13%0.23%Q2 2022Q2 20249
REGIONS FINANCIAL CORP 610.00%0.01%0.01%Q2 2015Q1 20199
Aveo Capital Partners, LLC 410.22%0.75%1.32%Q2 2018Q4 20219
Kowal Investment Group, LLC 810.01%0.39%0.55%Q3 2021Q2 20249
ACCURATE INVESTMENT SOLUTIONS, INC. 990.02%0.15%0.33%Q1 2018Q1 20209
Forum Private Client Group LLC 630.44%1.47%1.73%Q1 2022Q2 20249
SeaCrest Wealth Management, LLC 610.00%0.04%0.11%Q4 2017Q2 20229
Strategic Investment Advisors / MI 420.09%0.27%0.55%Q4 2018Q2 20249
Bay Harbor Wealth Management, LLC 630.00%0.65%1.67%Q4 2018Q3 20219
AlphaStar Capital Management, LLC 990.73%2.14%3.87%Q4 2017Q4 20199
HOHIMER WEALTH MANAGEMENT, LLC 990.04%0.06%0.09%Q4 2019Q4 20219
SADOFF INVESTMENT MANAGEMENT LLC 610.01%0.02%0.02%Q4 2019Q2 20229
Community Financial Services Group, LLC 720.03%0.03%0.03%Q2 2013Q3 20159
Valtinson Bruner Financial Planning LLC 990.41%1.60%1.91%Q4 2020Q4 20229
FIRST TRUST ADVISORS LP 510.00%0.00%0.00%Q1 2016Q4 20199
FLOW TRADERS U.S. LLC 210.02%0.35%1.20%Q4 2016Q1 20249
Walker Financial Services, Inc. 990.45%2.65%3.28%Q2 2022Q2 20249
MEEDER ASSET MANAGEMENT INC 630.00%0.00%0.00%Q3 2019Q1 20229
JUNCTURE WEALTH STRATEGIES, LLC 990.22%0.33%0.43%Q2 2022Q2 20249
Clear Harbor Asset Management, LLC 710.02%0.05%0.06%Q3 2013Q3 20209
Sunbelt Securities, Inc. 610.00%0.01%0.03%Q4 2016Q2 20249
Wealth Advisory Solutions, LLC 520.26%0.77%0.98%Q4 2019Q2 20249
Global Financial Private Client, LLC 810.02%0.05%0.19%Q2 2020Q2 20249
Bangor Savings Bank 990.00%0.00%0.00%Q2 2022Q2 20249
Stewardship Advisors, LLC 810.17%3.60%6.23%Q4 2019Q4 20229
VSR Financial Services, Inc. 630.02%0.06%0.07%Q2 2013Q1 20169
WestEnd Advisors, LLC 720.00%0.00%0.00%Q3 2015Q4 20199
TrueWealth Advisors, LLC 990.10%0.89%1.30%Q2 2022Q2 20249
SG Americas Securities, LLC 990.00%0.02%0.04%Q1 2016Q1 20189
Great Point Wealth Advisors, LLC 990.12%8.38%16.34%Q4 2018Q4 20209
Columbus Macro, LLC 990.22%1.44%2.20%Q2 2022Q2 20249
Kingfisher Capital LLC 991.21%1.45%1.77%Q4 2019Q4 20219
Capital Asset Advisory Services LLC 990.01%0.06%0.12%Q1 2020Q1 20229
Integrated Advisors Network LLC 990.04%0.05%0.06%Q2 2022Q2 20249
Banco Santander, S.A. 990.00%0.02%0.04%Q2 2022Q2 20249
Pinnacle Bancorp, Inc. 540.00%0.00%0.01%Q4 2018Q2 20249
Forvis Mazars Wealth Advisors, LLC 990.01%0.02%0.03%Q2 2022Q2 20249
DB Wealth Management Group, LLC 540.00%0.00%0.00%Q1 2021Q4 20239
Investors Financial Group, LLC 990.17%0.21%0.24%Q4 2019Q4 20219
Blue Chip Partners, LLC 810.01%0.26%0.64%Q4 2018Q1 20249
55I, LLC 990.06%0.36%1.40%Q1 2020Q1 20229
MUFG Americas Holdings Corp 990.00%0.00%0.00%Q3 2012Q3 20149
Pinnacle Advisory Group, Inc. 880.02%1.99%3.93%Q2 2019Q1 20218
Vestmark Advisory Solutions, Inc. 880.04%0.17%0.29%Q3 2022Q2 20248
Csenge Advisory Group 440.02%0.04%0.06%Q1 2020Q1 20228
BOSTON PRIVATE BANK & TRUST CO 880.00%0.01%0.01%Q2 2013Q1 20158
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 620.00%0.07%0.59%Q4 2019Q2 20228
BCK Partners, Inc. 880.18%0.84%3.01%Q3 2022Q2 20248
Wescott Financial Advisory Group, LLC 620.02%0.16%0.48%Q1 2022Q1 20248
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.29%0.41%0.52%Q4 2018Q3 20208
Archford Capital Strategies, LLC 710.00%0.12%0.23%Q2 2019Q3 20218
Banque Cantonale Vaudoise 880.01%0.01%0.01%Q3 2022Q2 20248
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.02%0.04%Q4 2013Q2 20198
WFG Advisors, LP 410.00%0.03%0.05%Q4 2014Q2 20178
ZACKS INVESTMENT MANAGEMENT 880.06%0.07%0.10%Q3 2022Q2 20248
Wayfinding Financial, LLC 420.30%4.57%9.10%Q4 2021Q2 20248
Lenox Wealth Advisors, LLC 620.00%0.00%0.00%Q3 2019Q4 20218
Teza Capital Management LLC 880.04%0.09%0.15%Q2 2020Q1 20228
Accurate Wealth Management, LLC 880.20%0.41%0.62%Q3 2022Q2 20248
WOLVERINE TRADING, LLC 410.00%0.01%0.03%Q3 2016Q3 20208
Latitude Advisors, LLC 880.28%0.52%0.76%Q3 2022Q2 20248
TD PRIVATE CLIENT WEALTH LLC 880.01%0.04%0.05%Q3 2022Q2 20248
CANTOR FITZGERALD, L. P. 880.04%0.53%0.84%Q2 2022Q1 20248
Bison Wealth, LLC 880.00%0.00%0.00%Q3 2020Q2 20228
MGO Private Wealth, LLC 881.07%1.47%1.98%Q3 2022Q2 20248
Flaharty Asset Management, LLC 882.14%2.54%2.82%Q3 2022Q2 20248
Catalyst Capital Advisors LLC 880.01%0.01%0.02%Q2 2020Q1 20228
Advocacy Wealth Management Services, LLC 880.00%2.93%5.69%Q1 2016Q4 20178
Peterson Financial Group, Inc. 880.14%0.21%0.38%Q1 2022Q4 20238
Continuum Advisory, LLC 880.17%0.32%0.66%Q1 2017Q4 20188
DFPG INVESTMENTS, LLC 880.10%0.31%0.45%Q2 2021Q1 20238
Vise Technologies, Inc. 880.22%0.25%0.30%Q3 2022Q2 20248
Astoria Portfolio Advisors LLC. 884.94%6.77%8.46%Q3 2022Q2 20248
United Asset Strategies, Inc. 880.06%0.16%0.22%Q4 2017Q3 20198
MTM Investment Management, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
SALEM INVESTMENT COUNSELORS INC 710.00%0.00%0.00%Q4 2016Q4 20208
MOTCO 610.00%0.00%0.00%Q4 2018Q4 20218
HRT FINANCIAL LP 310.00%0.02%0.06%Q3 2020Q2 20248
Clearview Wealth Advisors LLC 880.19%0.71%3.68%Q4 2020Q3 20228
Maryland Capital Management 880.02%0.02%0.03%Q4 2020Q3 20228
Conservest Capital Advisors, Inc. 710.60%0.98%1.66%Q3 2017Q4 20198
OneDigital Investment Advisors LLC 410.00%0.03%0.07%Q4 2017Q2 20248
STRINGER ASSET MANAGEMENT, LLC 880.21%0.32%0.38%Q1 2018Q4 20198
Alaska Wealth Advisors 410.00%0.12%0.21%Q1 2019Q2 20248
River Street Advisors LLC 770.97%1.36%1.73%Q4 2022Q2 20247
IEQ CAPITAL, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Farther Finance Advisors, LLC 770.01%0.13%0.37%Q4 2022Q2 20247
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
Flagstone Financial Management 770.24%5.70%8.36%Q4 2022Q2 20247
BUCKINGHAM STRATEGIC PARTNERS, LLC 520.01%0.11%0.26%Q3 2022Q2 20247
Concord Wealth Partners 430.00%0.00%0.00%Q4 2021Q3 20237
PDS Planning, Inc 770.03%0.14%0.27%Q4 2022Q2 20247
SENTINEL ASSET MANAGEMENT, INC. 770.45%0.77%1.07%Q1 2016Q3 20177
VIVID FINANCIAL MANAGEMENT, INC. 770.19%2.65%5.27%Q4 2019Q2 20217
KEYBANK NATIONAL ASSOCIATION/OH 430.00%0.00%0.01%Q3 2016Q3 20197
Strategic Wealth Management Group, LLC 770.17%0.21%0.28%Q4 2018Q2 20207
Sigma Planning Corp 770.06%0.12%0.14%Q4 2022Q2 20247
Corient Private Wealth LLC 770.00%0.01%0.02%Q4 2022Q2 20247
DAVIDSON TRUST CO 770.39%0.49%0.59%Q4 2022Q2 20247
STATE OF WISCONSIN INVESTMENT BOARD 770.04%0.04%0.06%Q1 2021Q3 20227
Dakota Wealth Management 770.04%0.07%0.08%Q3 2019Q1 20217
CARDIFF PARK ADVISORS, LLC 770.08%0.10%0.11%Q4 2022Q2 20247
E&G Advisors, LP 770.41%0.64%0.82%Q4 2022Q2 20247
Ballast, Inc. 770.59%0.70%0.80%Q1 2019Q3 20207
Crossmark Global Holdings, Inc. 610.01%0.02%0.02%Q3 2016Q4 20187
PSI Advisors, LLC 430.00%0.02%0.08%Q3 2021Q2 20247
Gerber Kawasaki Wealth & Investment Management 770.04%0.37%0.89%Q4 2022Q2 20247
Cerity Partners LLC 770.00%0.01%0.02%Q4 2022Q2 20247
BerganKDV Wealth Management, LLC 310.00%0.00%0.00%Q2 2020Q1 20237
BNP PARIBAS FINANCIAL MARKETS 310.00%0.01%0.06%Q2 2020Q2 20247
State of New Jersey Common Pension Fund D 770.17%0.24%0.34%Q4 2022Q2 20247
WBI INVESTMENTS, LLC 410.04%0.50%2.96%Q1 2017Q1 20227
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Hilltop Holdings Inc. 430.04%0.10%0.37%Q1 2018Q4 20197
Savior LLC 770.01%0.10%0.22%Q4 2019Q2 20217
Horst & Graben Wealth Management LLC 770.10%1.41%2.71%Q1 2020Q3 20217
Sharper & Granite LLC 770.52%0.58%0.71%Q4 2022Q2 20247
Carroll Financial Associates, Inc. 770.00%0.00%0.00%Q1 2019Q3 20207
Virtu KCG Holdings LLC 510.01%0.02%0.04%Q3 2014Q2 20177
Shilanski & Associates, Inc. 772.72%2.92%3.06%Q4 2022Q2 20247
Ally Invest Advisors Inc. 770.03%0.07%0.10%Q4 2022Q2 20247
HSBC HOLDINGS PLC 610.01%0.02%0.02%Q2 2015Q1 20177
NORTHWEST INVESTMENT COUNSELORS, LLC 610.00%0.00%0.00%Q1 2021Q1 20237
LWMG, LLC 770.10%0.12%0.14%Q4 2022Q2 20247
ICA Group Wealth Management, LLC 770.01%0.08%0.15%Q4 2022Q2 20247
TCV Trust & Wealth Management, Inc. 773.17%3.44%3.57%Q4 2022Q2 20247
PARAMETRIC PORTFOLIO ASSOCIATES LLC 770.01%0.02%0.03%Q3 2015Q1 20177
TILIA FIDUCIARY PARTNERS, INC. 770.00%0.01%0.01%Q4 2021Q2 20237
DRIVE WEALTH MANAGEMENT, LLC 770.07%0.19%0.36%Q4 2022Q2 20247
Forza Wealth Management, LLC 770.31%0.49%0.82%Q4 2022Q2 20247
O'Dell Group, LLC 510.02%0.02%0.03%Q3 2021Q4 20237
Private Ocean, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
LIBERTY WEALTH MANAGEMENT LLC 610.00%0.02%0.04%Q2 2020Q2 20247
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 662.31%2.37%2.49%Q1 2023Q2 20246
SRS Capital Advisors, Inc. 210.00%0.00%0.00%Q2 2019Q4 20226
Martin Capital Partners, LLC 660.39%0.43%0.47%Q4 2017Q1 20196
Mosaic Family Wealth, LLC 660.00%0.01%0.01%Q4 2017Q1 20196
SEI INVESTMENTS CO 410.00%0.00%0.00%Q2 2016Q2 20186
UBS AG 660.07%0.08%0.09%Q2 2013Q3 20146
Brinker Capital Investments, LLC 310.00%0.00%0.01%Q4 2015Q4 20226
B. Riley Wealth Advisors, Inc. 660.01%0.03%0.11%Q1 2023Q2 20246
CHOREO, LLC 660.01%0.04%0.14%Q1 2023Q2 20246
COMPASS FINANCIAL ADVISORS LLC 660.54%0.60%0.65%Q4 2021Q1 20236
Y.D. More Investments Ltd 330.00%0.01%0.02%Q4 2022Q2 20246
Systelligence, LLC 660.74%1.04%1.32%Q1 2023Q2 20246
G&S Capital LLC 660.03%0.04%0.10%Q4 2018Q1 20206
First Heartland Consultants, Inc. 660.37%0.93%1.54%Q2 2020Q3 20216
Squarepoint Ops LLC 660.01%0.09%0.32%Q1 2023Q2 20246
WR Wealth Planners, LLC 660.48%2.05%2.94%Q1 2023Q2 20246
Fortune 45 LLC 330.86%4.69%7.68%Q4 2021Q2 20246
Argentus Capital Management, LLC 510.00%0.02%0.10%Q4 2014Q3 20166
Destiny Capital Corp/CO 330.24%0.36%0.50%Q4 2022Q2 20246
Sargent Bickham Lagudis LLC 410.00%0.00%0.00%Q2 2019Q1 20226
BIP Wealth, LLC 660.07%0.14%0.29%Q1 2023Q2 20246
Forbes Financial Planning, Inc. 664.12%4.70%5.03%Q1 2023Q2 20246
Ironwood Financial, llc 660.00%0.00%0.00%Q2 2020Q3 20216
Copperleaf Capital, LLC 660.24%1.56%6.11%Q2 2020Q3 20216
Golden State Wealth Management, LLC 330.01%0.03%0.07%Q1 2019Q3 20206
Gateway Wealth Partners, LLC 660.13%0.45%0.76%Q1 2023Q2 20246
Clearstead Advisors, LLC 310.00%0.01%0.02%Q2 2021Q2 20246
Perennial Investment Advisors, LLC 660.06%0.15%0.23%Q1 2023Q2 20246
Lowe Wealth Advisors, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Burt Wealth Advisors 666.43%6.59%6.85%Q1 2023Q2 20246
Bedel Financial Consulting, Inc. 510.00%0.00%0.02%Q2 2018Q2 20216
Marquette Asset Management, LLC 660.02%0.02%0.02%Q1 2019Q2 20206
NorthCrest Asset Manangement, LLC 660.10%0.12%0.17%Q1 2023Q2 20246
GYL FINANCIAL SYNERGIES, LLC 660.08%0.20%0.27%Q4 2021Q1 20236
TOMPKINS FINANCIAL CORP 510.00%0.00%0.00%Q1 2020Q3 20236
Newbridge Financial Services Group, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Realta Investment Advisors 220.00%0.01%0.01%Q3 2022Q2 20246
MGO ONE SEVEN LLC 510.00%0.09%0.14%Q4 2018Q1 20226
Cape Investment Advisory, Inc. 660.00%0.02%0.03%Q1 2023Q2 20246
Consolidated Portfolio Review Corp 660.54%0.58%0.64%Q1 2023Q2 20246
Ten Capital Wealth Advisors, LLC 510.00%0.00%0.00%Q3 2021Q1 20236
Towerpoint Wealth, LLC 660.12%0.27%0.39%Q2 2022Q3 20236
LGT Financial Advisors LLC 510.36%0.50%0.76%Q4 2022Q2 20246
GeoWealth Management, LLC 510.01%0.08%0.16%Q2 2020Q2 20246
Cetera Advisors LLC 510.01%0.03%0.04%Q1 2019Q4 20236
NWAM LLC 410.02%0.05%0.06%Q2 2020Q1 20246
Hilltop Partners LLC 660.22%0.51%0.80%Q1 2023Q2 20246
Bridgeworth, LLC 510.00%0.02%0.04%Q2 2018Q4 20236
Stonebridge Financial Planning Group, LLC 660.00%0.00%0.01%Q4 2019Q1 20216
Strategic Blueprint, LLC 510.00%0.21%0.39%Q3 2019Q2 20216
Ameritas Investment Company, LLC 310.00%0.15%0.84%Q4 2018Q1 20216
MBM Wealth Consultants, LLC 660.14%0.17%0.20%Q4 2020Q1 20226
HERITAGE WEALTH MANAGEMENT, LLC 420.09%0.19%0.42%Q2 2021Q4 20226
CreativeOne Wealth, LLC 410.02%0.04%0.08%Q2 2020Q2 20246
Financial Freedom, LLC 660.01%0.01%0.02%Q1 2023Q2 20246
CoreCap Advisors, LLC 310.01%0.01%0.02%Q4 2021Q2 20246
Coppell Advisory Solutions LLC 310.00%0.00%0.00%Q4 2022Q2 20245
AlphaMark Advisors, LLC 550.00%0.00%0.00%Q4 2016Q4 20175
INR ADVISORY SERVICES LLC 550.00%0.01%0.02%Q1 2018Q1 20195
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2020Q1 20245
Fieldpoint Private Securities, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Twelve Points Wealth Management LLC 550.28%0.56%0.74%Q4 2021Q4 20225
Avion Wealth 550.00%0.00%0.00%Q1 2020Q1 20215
Stone House Investment Management, LLC 550.13%0.41%0.62%Q3 2018Q3 20195
Vigilant Capital Management, LLC 110.00%0.00%0.01%Q1 2018Q1 20225
Badgley Phelps Wealth Managers, LLC 550.01%0.76%1.37%Q3 2021Q3 20225
Beaumont Financial Partners, LLC 310.02%0.09%0.17%Q2 2018Q1 20225
Executive Wealth Management, LLC 320.00%0.02%0.07%Q4 2018Q2 20245
Austin Private Wealth, LLC 550.29%0.87%1.36%Q4 2019Q4 20205
PECAUT & CO. 550.55%0.78%0.97%Q1 2022Q1 20235
INSIGHT 2811, INC. 410.14%0.16%0.18%Q4 2019Q1 20225
EDMOND DE ROTHSCHILD HOLDING S.A. 550.00%0.00%0.00%Q2 2023Q2 20245
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
RiverFront Investment Group, LLC 550.08%0.12%0.17%Q1 2010Q1 20115
Clal Insurance Enterprises Holdings Ltd 550.00%0.02%0.03%Q4 2014Q4 20155
Advisor OS, LLC 410.25%0.35%0.62%Q2 2020Q4 20215
Proficio Capital Partners LLC 550.02%0.02%0.02%Q2 2018Q2 20195
FLC Capital Advisors 550.07%0.34%0.73%Q3 2020Q3 20215
COURIER CAPITAL LLC 550.10%0.19%0.32%Q2 2023Q2 20245
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 550.02%0.02%0.03%Q3 2020Q3 20215
Silicon Valley Capital Partners 550.00%0.00%0.00%Q1 2023Q1 20245
Headlands Technologies LLC 310.03%0.15%0.35%Q4 2022Q2 20245
Salomon & Ludwin, LLC 210.00%0.00%0.00%Q4 2018Q4 20235
Anfield Capital Management, LLC 410.02%0.24%0.58%Q4 2019Q2 20215
Melone Private Wealth, LLC 550.38%0.47%0.56%Q4 2021Q4 20225
UNION SAVINGS BANK 550.02%0.05%0.08%Q2 2023Q2 20245
Royal Fund Management, LLC 410.00%0.45%0.76%Q3 2017Q4 20195
Householder Group Estate & Retirement Specialist, LLC 410.02%0.10%0.14%Q1 2023Q2 20245
TEXAS CAPITAL BANCSHARES INC/TX 320.13%0.15%0.18%Q1 2023Q2 20245
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q4 2020Q2 20245
LWM Advisory Services, LLC 550.25%1.28%5.26%Q4 2021Q4 20225
Cable Hill Partners, LLC 550.00%0.01%0.02%Q3 2017Q3 20185
LifePro Asset Management 550.16%0.23%0.30%Q2 2023Q2 20245
ACAS, LLC 550.27%0.30%0.33%Q1 2021Q1 20225
COUNTRY TRUST BANK 320.00%0.00%0.00%Q3 2019Q4 20215
SageView Advisory Group, LLC 410.02%0.04%0.11%Q4 2022Q1 20245
Auour Investments LLC 552.49%2.60%2.72%Q2 2023Q2 20245
Equitable Holdings, Inc. 550.00%0.01%0.03%Q2 2023Q2 20245
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 550.09%1.16%2.59%Q2 2023Q2 20245
BADGLEY PHELPS & BELL INC 551.22%1.61%1.92%Q2 2020Q2 20215
Colonial River Investments, LLC 550.16%0.39%0.66%Q4 2021Q4 20225
Hayden Royal, LLC 210.44%0.48%0.51%Q4 2019Q2 20215
High Net Worth Advisory Group LLC 550.00%0.00%0.00%Q4 2021Q4 20225
KMS FINANCIAL SERVICES, INC 550.06%0.08%0.10%Q3 2013Q3 20145
Strategic Asset Management, LLC 550.16%0.20%0.28%Q3 2021Q3 20225
Placemark Investments, Inc. 550.00%0.01%0.01%Q3 2013Q3 20145
Bellwether Advisors, LLC 550.04%0.05%0.06%Q1 2022Q1 20235
Wealth & Pension Services Group, Inc. 550.21%0.26%0.40%Q3 2018Q3 20195
TRUST CO OF VERMONT 550.00%0.01%0.01%Q2 2022Q2 20235
Canal Capital Management, LLC 410.37%1.24%2.24%Q2 2018Q3 20195
Horan Securities, Inc. 410.00%0.07%0.14%Q3 2020Q1 20235
Clear Perspectives Financial Planning, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Cherry Tree Wealth Management, LLC 555.09%5.83%6.55%Q2 2023Q2 20245
Boyce & Associates Wealth Consulting, Inc. 551.40%1.83%2.78%Q1 2023Q1 20245
Legacy CG, LLC 320.29%0.63%1.05%Q1 2022Q2 20245
Virtue Capital Management, LLC 320.00%0.18%0.46%Q4 2017Q2 20245
PEAK FINANCIAL ADVISORS LLC 410.26%0.37%0.61%Q4 2020Q3 20225
BESSEMER GROUP INC 410.00%0.00%0.00%Q1 2018Q3 20215
Phoenix Holdings Ltd. 550.01%0.05%0.10%Q2 2023Q2 20245
FIDELITY D & D BANCORP INC 413.48%4.26%5.57%Q1 2023Q2 20245
Wealth Alliance Advisory Group, LLC 550.24%4.65%6.03%Q4 2017Q4 20185
INTERACTIVE FINANCIAL ADVISORS, INC. 550.86%2.17%3.05%Q2 2023Q2 20245
Life Planning Partners, Inc 410.02%0.02%0.02%Q4 2021Q4 20235
ADVISOR PARTNERS II, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 310.00%0.05%0.09%Q2 2018Q2 20244
Straight Path Wealth Management 442.83%3.14%3.40%Q4 2021Q3 20224
Great Lakes Retirement, Inc. 443.07%3.54%4.14%Q3 2023Q2 20244
Family Capital Trust Co 440.00%0.00%0.00%Q3 2023Q2 20244
Ahrens Investment Partners LLC 310.02%0.03%0.05%Q4 2021Q1 20234
Meiji Yasuda Life Insurance Co 440.69%0.75%0.80%Q3 2021Q2 20224
J.W. COLE ADVISORS, INC. 220.02%0.02%0.02%Q1 2021Q1 20224
COMMUNITY FINANCIAL SYSTEM, INC. 440.01%0.01%0.01%Q4 2013Q3 20144
MFA WEALTH ADVISORS, LLC 310.00%1.42%2.03%Q4 2017Q2 20244
Nilsine Partners, LLC 440.49%0.55%0.59%Q3 2023Q2 20244
Independence Bank of Kentucky 310.00%0.01%0.02%Q3 2020Q2 20234
CHILTON CAPITAL MANAGEMENT LLC 440.04%0.06%0.08%Q2 2013Q1 20144
Eudaimonia Partners, LLC 440.04%0.05%0.06%Q2 2022Q1 20234
Private Advisory Group LLC 440.26%2.36%3.74%Q1 2017Q4 20174
Bank of New Hampshire 440.01%0.01%0.01%Q1 2022Q4 20224
TNF LLC 440.10%0.16%0.22%Q3 2021Q2 20224
Global Wealth Management Investment Advisory, Inc. 310.01%0.02%0.05%Q4 2018Q1 20204
NORTHERN CAPITAL MANAGEMENT LLC 440.32%0.69%1.07%Q1 2018Q4 20184
Asset Dedication, LLC 110.00%0.00%0.01%Q1 2017Q3 20204
Paladin Advisory Group, LLC 440.05%0.08%0.12%Q4 2021Q3 20224
MILESTONE WEALTH, LLC 440.01%0.02%0.02%Q4 2021Q3 20224
Connecticut Wealth Management, LLC 440.01%0.02%0.02%Q3 2023Q2 20244
Goodman Advisory Group, LLC 440.01%0.32%0.68%Q4 2021Q3 20224
Envestnet Portfolio Solutions, Inc. 440.02%0.02%0.03%Q3 2023Q2 20244
GUARDIAN WEALTH ADVISORS, LLC / NC 440.00%0.00%0.00%Q4 2021Q3 20224
Capital Investment Advisors, LLC 220.02%0.02%0.02%Q3 2016Q4 20174
PIERSHALE FINANCIAL GROUP, INC. 440.01%0.01%0.02%Q3 2013Q2 20144
Roundview Capital LLC 440.37%0.44%0.49%Q3 2023Q2 20244
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.01%Q1 2018Q4 20214
KESTRA PRIVATE WEALTH SERVICES, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Red Tortoise LLC 440.29%0.59%0.72%Q3 2021Q2 20224
Breakwater Capital Group 440.09%0.43%0.59%Q3 2023Q2 20244
Braun-Bostich & Associates Inc. 310.02%1.31%3.01%Q4 2017Q4 20194
Addison Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
HARBOR INVESTMENT ADVISORY, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Impact Partnership Wealth, LLC 310.02%0.44%0.74%Q2 2023Q2 20244
GODSEY & GIBB, INC 210.00%0.04%0.11%Q3 2021Q1 20234
Founders Financial Alliance, LLC 210.00%0.00%0.01%Q2 2021Q1 20244
Benedetti & Gucer, Inc. 440.20%0.24%0.28%Q1 2021Q4 20214
Pinion Investment Advisors, LLC 440.46%1.16%1.76%Q3 2023Q2 20244
Mach-1 Financial Group, LLC 210.03%0.12%0.24%Q2 2022Q1 20244
Measured Wealth Private Client Group, LLC 310.02%0.34%0.67%Q3 2018Q3 20194
KARLINSKI ANDREW C 440.76%0.98%1.37%Q4 2021Q3 20224
AVIANCE CAPITAL MANAGEMENT, LLC 210.00%0.06%0.18%Q2 2016Q4 20184
BOOTHBAY FUND MANAGEMENT, LLC 210.03%0.14%0.33%Q3 2018Q2 20234
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 440.16%0.63%1.41%Q4 2016Q3 20174
Total Clarity Wealth Management, Inc. 310.54%0.83%1.39%Q4 2019Q4 20204
Parkside Financial Bank & Trust 210.00%0.00%0.01%Q2 2018Q2 20244
Icon Wealth Partners, LLC 310.00%0.06%0.14%Q4 2017Q1 20194
FCA CORP /TX 440.14%0.19%0.23%Q2 2013Q1 20144
NBC SECURITIES, INC. 440.00%0.01%0.01%Q3 2023Q2 20244
MidWestOne Financial Group, Inc. 440.12%0.15%0.18%Q2 2019Q1 20204
Center For Asset Management LLC 220.23%0.76%1.26%Q4 2020Q2 20244
Procyon Advisors, LLC 220.01%0.03%0.05%Q1 2020Q3 20224
Ameraudi Asset Management, Inc. 440.24%1.23%3.53%Q3 2022Q2 20234
GoalVest Advisory LLC 441.19%2.13%3.19%Q3 2023Q2 20244
Strategic Capital Group LLC 440.04%0.50%0.80%Q3 2013Q2 20144
Clifford Group, LLC 440.81%1.35%1.66%Q3 2023Q2 20244
TCI Wealth Advisors, Inc. 310.01%0.02%0.03%Q4 2018Q4 20214
Professional Financial Advisors, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
Strategic Capital Alternatives LLC 220.01%0.42%0.84%Q3 2014Q3 20154
Stuart Chaussee & Associates, Inc. 440.02%0.04%0.12%Q4 2017Q3 20184
Prime Capital Investment Advisors, LLC 310.00%0.01%0.01%Q2 2018Q2 20244
Lido Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Ford Financial Group, LLC 440.12%0.27%0.33%Q1 2022Q4 20224
Clarity Capital Partners LLC 330.52%0.55%0.59%Q4 2023Q2 20243
TECTONIC ADVISORS LLC 330.00%0.00%0.00%Q4 2020Q2 20213
RICHARDSON FINANCIAL SERVICES INC. 330.02%0.04%0.07%Q4 2023Q2 20243
Atlas Private Wealth Advisors 330.00%0.00%0.00%Q1 2021Q3 20213
Advisory Alpha, LLC 210.00%0.15%0.44%Q2 2018Q4 20233
Dodds Wealth, LLC 338.56%14.02%16.86%Q4 2023Q2 20243
Ancora Advisors LLC 210.00%0.00%0.00%Q1 2022Q2 20243
Truadvice, LLC 330.09%0.39%0.97%Q3 2020Q1 20213
NEW ENGLAND ASSET MANAGEMENT INC 210.00%0.00%0.00%Q3 2023Q2 20243
GE INVESTMENT MANAGEMENT CORP. 330.30%25.30%49.05%Q4 2023Q2 20243
Atlantic Edge Private Wealth Management, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Visionary Wealth Advisors 330.06%0.35%0.51%Q2 2020Q4 20203
Certified Advisory Corp 330.03%0.05%0.06%Q2 2019Q4 20193
Leucadia National 210.02%0.22%0.42%Q1 2023Q4 20233
DUBUQUE BANK & TRUST CO 330.08%0.15%0.26%Q1 2023Q3 20233
Tidemark, LLC 330.12%0.29%0.38%Q4 2023Q2 20243
VERUS CAPITAL PARTNERS, LLC 210.02%0.05%0.12%Q4 2019Q2 20243
PRINCIPAL FINANCIAL GROUP INC 210.00%0.01%0.04%Q4 2018Q3 20193
FEDERAL RESERVE BANK OF NEW YORK 335.58%6.04%6.90%Q4 2020Q2 20213
Zhang Financial LLC 330.08%0.09%0.09%Q4 2023Q2 20243
USCA RIA LLC 330.03%0.04%0.04%Q1 2016Q3 20163
Perigon Wealth Management, LLC 210.01%0.09%0.13%Q4 2020Q2 20243
Private Wealth Management Group, LLC 330.00%0.06%0.10%Q4 2023Q2 20243
B. Riley Wealth Management, Inc. 330.00%0.00%0.00%Q2 2014Q4 20143
Hexagon Capital Partners LLC 330.02%0.03%0.04%Q4 2023Q2 20243
INVESTMENT PARTNERS, LTD. 330.24%0.37%0.47%Q3 2015Q1 20163
Essex Savings Bank 330.06%0.09%0.10%Q4 2018Q2 20193
WETZEL INVESTMENT ADVISORS, INC. 330.05%0.05%0.06%Q4 2023Q2 20243
Brookstone Capital Management 210.00%0.04%0.11%Q2 2016Q3 20213
Core Wealth Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
TD Waterhouse Canada Inc. 330.00%0.00%0.00%Q4 2023Q2 20243
DLK Investment Management, LLC 331.51%1.52%1.54%Q4 2023Q2 20243
Plante Moran Financial Advisors, LLC 210.00%0.00%0.00%Q3 2022Q2 20243
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q1 20203
ATTICUS WEALTH MANAGEMENT, LLC 210.01%0.12%0.20%Q3 2023Q2 20243
AdvicePeriod, LLC 330.06%0.07%0.08%Q3 2019Q1 20203
Vericrest Private Wealth 332.33%2.45%2.67%Q4 2021Q2 20223
Winthrop Capital Management, LLC 330.03%0.04%0.04%Q4 2023Q2 20243
COMMERCE BANK 330.00%0.01%0.01%Q2 2019Q4 20193
Kalos Management, Inc. 330.00%0.00%0.01%Q4 2022Q2 20233
IFC Holdings Incorporated/FL 330.03%0.03%0.04%Q3 2014Q1 20153
Pineridge Advisors LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Itau Unibanco Holding S.A. 210.13%0.21%0.25%Q4 2016Q4 20193
MGB Wealth Management, LLC 330.08%0.09%0.11%Q4 2023Q2 20243
Golden State Equity Partners 330.09%0.14%0.20%Q4 2020Q2 20213
TIEDEMANN ADVISORS, LLC 330.02%0.03%0.05%Q4 2022Q2 20233
TRANSCEND CAPITAL ADVISORS, LLC 330.13%0.21%0.32%Q2 2020Q4 20203
J Arnold Wealth Management Co 330.00%0.00%0.00%Q4 2020Q2 20213
ONE Advisory Partners, LLC 330.24%0.35%0.50%Q2 2020Q4 20203
Virtu Financial LLC 210.01%0.04%0.09%Q3 2017Q2 20183
MainStreet Investment Advisors LLC 330.06%3.15%9.19%Q2 2020Q4 20203
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.03%0.23%0.36%Q3 2021Q1 20223
PRINCIPAL SECURITIES, INC. 330.07%0.11%0.17%Q4 2023Q2 20243
ABSOLUTE CAPITAL MANAGEMENT, LLC 330.27%0.33%0.43%Q4 2023Q2 20243
Round Rock Advisors, LLC 330.16%0.18%0.21%Q4 2020Q2 20213
D. SCOTT NEAL, INC. 210.14%0.71%1.84%Q4 2017Q4 20193
S. R. Schill & Associates 333.92%6.83%8.52%Q1 2018Q3 20183
Selective Wealth Management, Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
LOOMIS SAYLES & CO L P 330.00%0.00%0.00%Q2 2013Q4 20133
Summit Financial, LLC 330.12%0.14%0.16%Q4 2023Q2 20243
CENTRAL TRUST Co 210.00%0.00%0.00%Q3 2023Q2 20243
Sentinus, LLC 210.22%0.28%0.36%Q1 2023Q2 20243
Cornell Pochily Investment Advisors, Inc. 210.12%0.15%0.18%Q4 2017Q3 20233
Planned Solutions, Inc. 210.00%0.00%0.00%Q3 2020Q4 20233
Cascadia Advisory Services, LLC 210.07%0.14%0.26%Q4 2019Q3 20203
Barber Financial Group, Inc. 330.05%0.09%0.15%Q2 2019Q4 20193
WOLFF WIESE MAGANA LLC 330.01%0.01%0.01%Q4 2023Q2 20243
MOSELEY INVESTMENT MANAGEMENT INC 330.52%0.85%1.16%Q1 2019Q3 20193
Chessman Wealth Strategies RIA 339.25%41.04%100.00%Q2 2019Q4 20193
TD Capital Management LLC 210.00%0.00%0.00%Q4 2016Q3 20203
HTLF Bank 330.31%0.49%0.58%Q4 2023Q2 20243
Flagship Private Wealth, LLC 330.02%0.03%0.04%Q4 2020Q2 20213
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
Keener Financial Planning LLC 330.06%0.06%0.07%Q4 2023Q2 20243
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.00%0.00%Q1 2021Q2 20243
Abich Financial Wealth Management LLC 330.05%0.06%0.07%Q4 2023Q2 20243
Solstein Capital, LLC 330.02%0.02%0.02%Q3 2021Q1 20223
Guardian Asset Advisors, LLC 334.81%5.39%5.89%Q4 2023Q2 20243
EverSource Wealth Advisors, LLC 330.02%0.02%0.02%Q4 2023Q2 20243
True Link Financial Advisors, LLC 334.60%4.88%5.04%Q4 2023Q2 20243
Stonebridge Capital Advisors LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Revisor Wealth Management LLC 330.22%0.26%0.28%Q1 2023Q3 20233
Wiser Advisor Group LLC 330.01%0.01%0.01%Q4 2023Q2 20243
10-15 ASSOCIATES, INC. 330.14%0.24%0.42%Q1 2020Q3 20203
Beaumont Capital Management, LLC 331.07%1.80%2.45%Q3 2021Q1 20223
Portfolio Solutions, LLC 330.01%0.01%0.01%Q3 2017Q1 20183
SYNOVUS FINANCIAL CORP 210.00%0.00%0.00%Q1 2020Q2 20243
Dynamic Wealth Strategies, LLC 331.60%1.82%2.25%Q4 2023Q2 20243
Argent Advisors, Inc. 330.09%0.09%0.10%Q4 2023Q2 20243
ProVise Management Group, LLC 330.04%0.04%0.04%Q2 2021Q4 20213
Indiana Trust & Investment Management Co 330.00%0.00%0.00%Q3 2023Q1 20243
Vermillion & White Wealth Management Group, LLC 334.82%5.33%6.20%Q4 2023Q2 20243
Concert Wealth Management Inc. 210.01%0.03%0.04%Q2 2013Q3 20163
NEW ENGLAND SECURITIES CORP /MA/ 210.00%0.00%0.00%Q1 2014Q4 20143
Fonville Wealth Management LLC 330.08%0.10%0.12%Q4 2023Q2 20243
BAILARD, INC. 330.06%0.08%0.09%Q4 2023Q2 20243
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.01%Q1 2019Q2 20192
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q4 20222
Hobart Private Capital, LLC 220.18%0.18%0.19%Q1 2019Q2 20192
Sandy Cove Advisors, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
OPUS INVESTMENT MANAGEMENT INC 221.43%1.50%1.57%Q4 2020Q1 20212
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q1 2022Q2 20222
River Wealth Advisors LLC 220.01%0.02%0.04%Q3 2018Q4 20182
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q1 2024Q2 20242
Paulson Wealth Management Inc. 220.54%1.09%1.65%Q3 2018Q4 20182
Dynamic Technology Lab Private Ltd 110.03%0.04%0.06%Q1 2020Q2 20222
VIMA LLC 220.01%0.01%0.02%Q4 2023Q1 20242
Stonehage Fleming Financial Services Holdings Ltd 110.04%0.05%0.06%Q4 2023Q2 20242
Waverly Advisors, LLC 220.23%0.24%0.26%Q1 2024Q2 20242
Sachetta, LLC 220.01%0.01%0.01%Q4 2023Q1 20242
Teamwork Financial Advisors, LLC 220.18%0.20%0.21%Q3 2020Q4 20202
WealthOne, LLC 110.45%0.48%0.50%Q4 2018Q2 20192
ROCKLAND TRUST CO 220.02%0.03%0.04%Q1 2022Q2 20222
Karp Capital Management Corp 110.00%0.05%0.09%Q3 2017Q4 20182
Norway Savings Bank 220.09%0.37%0.64%Q4 2023Q1 20242
WEALTHFRONT Corp 220.00%0.00%0.00%Q2 2015Q3 20152
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Diversified, LLC 220.02%0.03%0.03%Q1 2024Q2 20242
Smart Money Group LLC 220.26%0.50%0.73%Q2 2020Q3 20202
Investors Capital Advisory Services 220.17%0.19%0.20%Q2 2013Q3 20132
BAIRD ROBERT W & CO INC /WI/ 220.02%0.02%0.02%Q1 2014Q2 20142
ALTFEST L J & CO INC 220.10%0.10%0.10%Q4 2020Q1 20212
GREAT VALLEY ADVISOR GROUP, INC. 220.01%0.01%0.01%Q1 2024Q2 20242
Advisors Preferred, LLC 220.01%0.04%0.06%Q3 2015Q4 20152
SJS Investment Consulting Inc. 220.00%0.00%0.01%Q4 2021Q1 20222
OAK HARBOR WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Creekmur Asset Management LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Level Financial Advisors 110.00%0.01%0.01%Q2 2022Q4 20222
MARINO, STRAM & ASSOCIATES LLC 220.00%0.01%0.02%Q4 2017Q1 20182
IAG Wealth Partners, LLC 110.00%0.02%0.04%Q2 2023Q2 20242
Team Financial Group, LLC 220.00%0.00%0.00%Q3 2023Q4 20232
TimeScale Financial, Inc. 110.00%0.01%0.01%Q3 2020Q4 20212
LEAVELL INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q3 2021Q2 20242
Freestone Capital Holdings, LLC 220.00%0.00%0.01%Q3 2020Q4 20202
Partnervest Advisory Services LLC 220.00%0.00%0.00%Q1 2014Q2 20142
JPL Wealth Management, LLC 220.23%0.27%0.31%Q1 2024Q2 20242
Epstein & White Financial LLC 220.13%0.14%0.14%Q4 2017Q1 20182
RGT Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Capital CS Group, LLC 220.23%0.24%0.24%Q3 2022Q4 20222
Fortitude Advisory Group L.L.C. 220.01%0.02%0.03%Q4 2021Q1 20222
SVA Wealth Management, LLC 220.78%0.83%0.88%Q4 2013Q1 20142
Altus Wealth Group LLC 220.27%0.28%0.29%Q1 2024Q2 20242
Beacon Financial Advisory LLC 220.21%0.24%0.27%Q3 2020Q4 20202
Diversify Advisory Services, LLC 220.13%0.13%0.13%Q1 2024Q2 20242
BNP PARIBAS 220.02%0.02%0.03%Q1 2024Q2 20242
Genesis Wealth Advisors, LLC 220.12%0.12%0.12%Q4 2014Q1 20152
Hobbs Group Advisors, LLC 116.82%7.13%7.45%Q4 2023Q2 20242
Crewe Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q1 2021Q2 20212
Jackson Wealth Management, LLC 222.30%2.45%2.60%Q4 2017Q1 20182
Linscomb Wealth, Inc. 220.02%0.02%0.02%Q4 2019Q1 20202
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q2 2019Q3 20192
Waterloo Capital, L.P. 110.03%0.10%0.18%Q1 2020Q1 20242
Gladstone Institutional Advisory LLC 220.02%0.09%0.17%Q1 2024Q2 20242
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q2 20192
Tranquilli Financial Advisor LLC 220.31%0.51%0.72%Q4 2021Q1 20222
Clarity Financial LLC 220.81%0.87%0.93%Q4 2020Q1 20212
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q1 2018Q2 20232
Atomi Financial Group, Inc. 220.02%0.02%0.03%Q1 2024Q2 20242
MCIA Inc 220.74%0.76%0.77%Q1 2020Q2 20202
TRANSATLANTIQUE PRIVATE WEALTH LLC 221.12%1.32%1.53%Q1 2024Q2 20242
Slocum, Gordon & Co LLP 220.01%0.01%0.01%Q4 2022Q1 20232
Alpha Omega Wealth Management LLC 220.01%0.01%0.01%Q1 2019Q2 20192
SouthState Corp 220.00%0.00%0.00%Q1 2024Q2 20242
Focus Financial Network, Inc. 110.03%0.17%0.31%Q1 2020Q3 20202
Cornerstone Planning Group LLC 220.00%0.13%0.26%Q1 2024Q2 20242
HARTLINE INVESTMENT CORP/ 110.06%0.21%0.35%Q3 2022Q1 20242
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q1 2024Q2 20242
Camarda Financial Advisors, LLC 220.02%0.02%0.02%Q1 2019Q2 20192
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2016Q3 20212
Northwest Financial Advisors 220.22%0.33%0.44%Q1 2024Q2 20242
Blue Trust, Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
Capital Wealth Planning, LLC 220.05%0.05%0.05%Q3 2019Q4 20192
TFB Advisors LLC 220.12%0.12%0.13%Q1 2024Q2 20242
Coordinated Financial Services, Inc./CO 220.28%0.38%0.47%Q1 2024Q2 20242
LEUTHOLD GROUP, LLC 221.05%1.06%1.06%Q1 2024Q2 20242
Berger Financial Group, Inc 220.02%0.02%0.02%Q1 2024Q2 20242
Schubert & Co 220.02%0.02%0.02%Q2 2022Q3 20222
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
SevenOneSeven Capital Management 227.29%11.50%15.70%Q4 2020Q1 20212
COWA, LLC 220.09%0.11%0.14%Q4 2020Q1 20212
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 220.00%0.00%0.00%Q2 2019Q3 20192
BRIGHTON JONES LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Glass Jacobson Investment Advisors llc 220.00%0.00%0.00%Q1 2024Q2 20242
KKM Financial LLC 220.50%0.50%0.50%Q1 2024Q2 20242
MARSHALL WACE, LLP 220.00%0.01%0.01%Q1 2024Q2 20242
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q2 20242
Pacifica Partners Inc. 220.01%0.01%0.02%Q4 2019Q1 20202
Breakwater Investment Management 220.00%0.00%0.00%Q1 2024Q2 20242
NORDEN GROUP LLC 220.05%0.05%0.05%Q1 2024Q2 20242
Financial Architects, Inc 220.00%0.01%0.01%Q4 2017Q1 20182
D. E. Shaw & Co., Inc. 220.01%0.01%0.02%Q4 2023Q1 20242
CIBC Private Wealth Group LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q2 20212
Savant Capital, LLC 110.00%0.00%0.01%Q3 2022Q2 20242
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q2 2020Q3 20222
KLINGENSTEIN FIELDS & CO LP 220.01%0.01%0.01%Q1 2021Q2 20212
Savvy Advisors, Inc. 220.17%0.27%0.37%Q1 2024Q2 20242
Semmax Financial Advisors Inc. 220.03%0.05%0.07%Q4 2018Q1 20192
Vestpro Financial Partners, Inc. dba CPF Texas 220.10%0.12%0.14%Q2 2018Q3 20182
Mascoma Wealth Management LLC 220.01%0.03%0.05%Q1 2022Q2 20222
GTS SECURITIES LLC 220.00%0.00%0.00%Q1 2024Q2 20242
BALLAST ADVISORS LLC 220.00%0.00%0.01%Q4 2023Q1 20242
Gradient Capital Advisors, LLC 220.23%0.24%0.24%Q4 2017Q1 20182
Obsidian Personal Planning Solutions LLC 225.41%5.45%5.49%Q1 2024Q2 20242
Dixon Hughes Goodman Wealth Advisors LLC 220.28%0.33%0.38%Q4 2021Q1 20222
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Kelman-Lazarov, Inc. 220.03%0.03%0.03%Q3 2016Q4 20162
5th Street Advisors, LLC 224.65%4.88%5.12%Q1 2024Q2 20242
American Trust 220.02%0.02%0.02%Q2 2023Q3 20232
WFA of San Diego, LLC 110.02%0.03%0.03%Q2 2022Q4 20222
Rakuten Securities, Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
Astor Investment Management LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Fort Point Capital Partners LLC 220.04%0.04%0.05%Q3 2023Q4 20232
Paragon Capital Management LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Arlington Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Maia Wealth LLC 110.07%0.07%0.07%Q2 2024Q2 20241
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
MONETA GROUP INVESTMENT ADVISORS LLC 110.04%0.04%0.04%Q2 2018Q2 20181
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Leelyn Smith, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
EMERSON INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Oakworth Capital, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 111.30%1.30%1.30%Q4 2021Q4 20211
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FMA ADVISORY INC 110.03%0.03%0.03%Q2 2015Q2 20151
Jefferies Group LLC 110.04%0.04%0.04%Q1 2014Q1 20141
Balboa Wealth Partners 110.11%0.11%0.11%Q2 2024Q2 20241
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Liberty Mutual Group Asset Management Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MATHER GROUP, LLC. 110.00%0.00%0.00%Q2 2024Q2 20241
Vivaldi Capital Management LP 110.87%0.87%0.87%Q4 2022Q4 20221
TCG Advisory Services, LLC 110.09%0.09%0.09%Q1 2021Q1 20211
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
GFS Advisors, LLC 110.04%0.04%0.04%Q1 2016Q1 20161
Urban Wealth Management, LLC 110.86%0.86%0.86%Q2 2022Q2 20221
Redhawk Wealth Advisors, Inc. 110.57%0.57%0.57%Q1 2023Q1 20231
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
INTREPID CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q2 2023Q2 20231
Glassman Wealth Services 110.00%0.00%0.00%Q3 2021Q3 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NVWM, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Strategic Financial Concepts, LLC 110.06%0.06%0.06%Q1 2024Q1 20241
TPG Financial Advisors, LLC 116.98%6.98%6.98%Q4 2018Q4 20181
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
OTA Financial Group L.P. 110.64%0.64%0.64%Q4 2020Q4 20201
Regal Investment Advisors LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Colonial Trust Advisors 110.00%0.00%0.00%Q1 2024Q1 20241
Retirement Planning Group, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Fullerton Fund Management Co Ltd. 110.92%0.92%0.92%Q3 2019Q3 20191
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
McGlone Suttner Wealth Management, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
Gunma Bank,Ltd. 112.99%2.99%2.99%Q2 2024Q2 20241
TELEMUS CAPITAL, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Tennessee Valley Asset Management Partners 110.01%0.01%0.01%Q4 2023Q4 20231
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2020Q2 20201
WASHINGTON TRUST BANK 110.02%0.02%0.02%Q4 2014Q4 20141
Frontier Wealth Management LLC 110.03%0.03%0.03%Q2 2020Q2 20201
CBIZ Investment Advisory Services, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
Menard Financial Group LLC 111.28%1.28%1.28%Q4 2019Q4 20191
Strategic Wealth Investment Group, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110.02%0.02%0.02%Q2 2024Q2 20241
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2014Q2 20141
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Gemmer Asset Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Choate Investment Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Allred Capital Management, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
MANNING & NAPIER ADVISORS LLC 110.07%0.07%0.07%Q2 2024Q2 20241
BLUE SQUARE ASSET MANAGEMENT, LLC 110.31%0.31%0.31%Q1 2020Q1 20201
Future Financial Wealth Managment LLC 110.01%0.01%0.01%Q1 2024Q1 20241
Tower View Wealth Management LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Spectrum Planning & Advisory Services Inc. 114.12%4.12%4.12%Q4 2020Q4 20201
Carmel Capital Partners, LLC 110.31%0.31%0.31%Q4 2023Q4 20231
Cornerstone Advisors, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Foundations Investment Advisors, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Inspire Advisors, LLC 110.23%0.23%0.23%Q2 2024Q2 20241
American Financial Network Advisory Services LLC 110.00%0.00%0.00%Q3 2017Q3 20171
SVB WEALTH LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ASPIRIANT, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
DESTINY CAPITAL SECURITIES CORPORATION 110.43%0.43%0.43%Q3 2023Q3 20231
Edgestream Partners, L.P. 110.07%0.07%0.07%Q2 2024Q2 20241
Family Asset Management, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Litman Gregory Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Cardan Capital Partners, LLC 110.50%0.50%0.50%Q4 2018Q4 20181
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
AllSquare Wealth Management LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Northwest Capital Management Inc 110.00%0.00%0.00%Q2 2023Q2 20231
Manchester Capital Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Elser Financial Planning, Inc 110.04%0.04%0.04%Q2 2024Q2 20241
Blume Capital Management, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
&PARTNERS 110.01%0.01%0.01%Q2 2024Q2 20241
Verdence Capital Advisors LLC 110.24%0.24%0.24%Q2 2024Q2 20241
Private Wealth Group, LLC 110.26%0.26%0.26%Q4 2019Q4 20191
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Biltmore Capital Advisors LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Solutions 4 Wealth, Ltd 110.56%0.56%0.56%Q2 2024Q2 20241
Leslie Global Wealth, LLC 112.50%2.50%2.50%Q2 2024Q2 20241
Bridge Advisory, LLC 110.11%0.11%0.11%Q2 2021Q2 20211
Sheaff Brock Investment Advisors, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
Brevan Howard Capital Management LP 110.14%0.14%0.14%Q4 2023Q4 20231
TrinityPoint Wealth, LLC 110.20%0.20%0.20%Q4 2018Q4 20181
DAGCO, INC. 111.60%1.60%1.60%Q4 2023Q4 20231
Financial Advantage, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q1 2015Q1 20151
WESTERN FINANCIAL Corp 110.28%0.28%0.28%Q4 2020Q4 20201
CITY HOLDING CO 110.00%0.00%0.00%Q2 2021Q2 20211
Lansing Street Advisors 110.00%0.00%0.00%Q1 2022Q1 20221
Cardinal Strategic Wealth Guidance 110.00%0.00%0.00%Q2 2024Q2 20241
CONDOR CAPITAL MANAGEMENT 110.10%0.10%0.10%Q4 2023Q4 20231
WOODMONT INVESTMENT COUNSEL LLC 110.00%0.00%0.00%Q1 2024Q1 20241
GENWORTH FINANCIAL INC 110.32%0.32%0.32%Q2 2013Q2 20131
QUEST CAPITAL MANAGEMENT INC /ADV 110.12%0.12%0.12%Q3 2019Q3 20191
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Morton Brown Family Wealth, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Pacific Center for Financial Services 110.01%0.01%0.01%Q3 2021Q3 20211
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MATRIX PRIVATE CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
Western Pacific Wealth Management, LP 110.00%0.00%0.00%Q3 2022Q3 20221
RPG Investment Advisory, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Van Hulzen Asset Management, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
Rice Partnership, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
Horan Capital Advisors, LLC. 110.08%0.08%0.08%Q3 2020Q3 20201
Jump Financial, LLC 110.10%0.10%0.10%Q1 2024Q1 20241
HoyleCohen, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
New Republic Capital, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
PRELUDE CAPITAL MANAGEMENT, LLC 110.38%0.38%0.38%Q4 2016Q4 20161
Fortitude Family Office, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Alera Investment Advisors, LLC 110.11%0.11%0.11%Q3 2020Q3 20201
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q1 2024Q1 20241
Capital Wealth Alliance, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Key Bridge Compliance, LLC 111.08%1.08%1.08%Q3 2023Q3 20231
Axiom Advisory, LLC 110.06%0.06%0.06%Q2 2024Q2 20241
PFG Investments, LLC 110.15%0.15%0.15%Q1 2024Q1 20241
MinichMacGregor Wealth Management, LLC 110.10%0.10%0.10%Q4 2015Q4 20151
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2022Q4 20221
Formidable Asset Management, LLC 110.97%0.97%0.97%Q4 2017Q4 20171
StoneX Group Inc. 110.09%0.09%0.09%Q4 2019Q4 20191
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Pinnacle Family Advisors, LLC 110.32%0.32%0.32%Q4 2020Q4 20201
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q1 2024Q1 20241
Gallacher Capital Management LLC 110.14%0.14%0.14%Q4 2022Q4 20221
GERMAN AMERICAN BANCORP, INC. 110.07%0.07%0.07%Q2 2024Q2 20241
Americana Partners, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Centiva Capital, LP 110.54%0.54%0.54%Q4 2022Q4 20221
Quadrature Capital Ltd 110.08%0.08%0.08%Q2 2024Q2 20241
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
GENTRY PRIVATE WEALTH, LLC 112.88%2.88%2.88%Q2 2024Q2 20241
PARSONS CAPITAL MANAGEMENT INC/RI 110.03%0.03%0.03%Q2 2024Q2 20241
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Proquility Private Wealth Partners, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FIRETHORN WEALTH PARTNERS, LLC 110.92%0.92%0.92%Q4 2020Q4 20201
DAVENPORT & Co LLC 110.01%0.01%0.01%Q2 2017Q2 20171
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Pathstone Holdings, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Hibernia Wealth Partners, LLC 114.74%4.74%4.74%Q3 2023Q3 20231
Financial Advisors Network, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Independent Advisor Alliance 110.07%0.07%0.07%Q4 2019Q4 20191
Processus Wealth & Capital Management, LLC 110.37%0.37%0.37%Q4 2023Q4 20231
Connectus Wealth, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q4 2022Q4 20221
MBE Wealth Management, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Opal Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Your Advocates Ltd., LLP 110.01%0.01%0.01%Q3 2020Q3 20201
ARQ WEALTH ADVISORS, LLC 112.25%2.25%2.25%Q1 2024Q1 20241
Walkner Condon Financial Advisors LLC 110.28%0.28%0.28%Q4 2019Q4 20191
ALBION FINANCIAL GROUP /UT 110.02%0.02%0.02%Q4 2023Q4 20231
DRW Securities, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Legal & General Group Plc 110.01%0.01%0.01%Q4 2021Q4 20211
WFA Asset Management Corp 110.00%0.00%0.00%Q1 2024Q1 20241
Tanager Wealth Management LLP 110.20%0.20%0.20%Q3 2022Q3 20221
SteelPeak Wealth, LLC 111.32%1.32%1.32%Q4 2020Q4 20201
Pacific Capital Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2023Q4 20231
VISIONARY HORIZONS, LLC 110.38%0.38%0.38%Q2 2024Q2 20241
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Joseph Group Capital Management 110.00%0.00%0.00%Q1 2022Q1 20221
Financial Connections Group, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Encompass More Asset Management 110.29%0.29%0.29%Q4 2023Q4 20231
Cedar Brook Financial Partners, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
LMCG INVESTMENTS, LLC 110.30%0.30%0.30%Q3 2022Q3 20221
RUSHMORE INVESTMENT ADVISORS, INC. 110.35%0.35%0.35%Q2 2013Q2 20131
CXI Advisors 110.02%0.02%0.02%Q4 2019Q4 20191
Hefty Wealth Partners 110.00%0.00%0.00%Q1 2018Q1 20181
TRUEWEALTH LLC 110.00%0.00%0.00%Q2 2019Q2 20191
San Luis Wealth Advisors LLC 110.24%0.24%0.24%Q4 2020Q4 20201
Imprint Wealth LLC 110.17%0.17%0.17%Q1 2024Q1 20241
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
USAdvisors Wealth Management, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
FINANCIAL ADVISORY PARTNERS, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Navalign, LLC 110.09%0.09%0.09%Q1 2021Q1 20211
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
SHINE INVESTMENT ADVISORY SERVICES INC 110.00%0.00%0.00%Q1 2020Q1 20201
BAKER TILLY WEALTH MANAGEMENT, LLC 110.18%0.18%0.18%Q4 2020Q4 20201
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
Safeguard Investment Advisory Group, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
ZRC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
SUMMIT SECURITIES GROUP LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Financial Synergies Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Smithfield Trust Co 110.07%0.07%0.07%Q3 2017Q3 20171
Avantax Planning Partners, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
STRATEGIC PLANNING GROUP, LLC 110.68%0.68%0.68%Q2 2024Q2 20241
Greystone Financial Group, LLC 110.48%0.48%0.48%Q4 2020Q4 20201
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Bogart Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
THOMASPARTNERS, INC. 111.67%1.67%1.67%Q1 2018Q1 20181
Ascent Group, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Hudock, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Able Wealth Management LLC 110.03%0.03%0.03%Q4 2023Q4 20231
Capital Planning Advisors, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Westwind Capital 110.00%0.00%0.00%Q4 2021Q4 20211
One Wealth Advisors, LLC 110.30%0.30%0.30%Q4 2020Q4 20201
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
EVERMAY WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Simply Money Advisors 1110.61%10.61%10.61%Q1 2018Q1 20181
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q1 2024Q1 20241
RNC CAPITAL MANAGEMENT LLC 110.40%0.40%0.40%Q4 2022Q4 20221
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Gupta Wealth Management LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Paradigm Financial Partners, LLC 110.13%0.13%0.13%Q3 2019Q3 20191
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2024Q1 20241
Wealth Advisors of Iowa, LLC 110.53%0.53%0.53%Q4 2022Q4 20221
ROPES WEALTH ADVISORS LLC 110.01%0.01%0.01%Q1 2019Q1 20191
CacheTech Inc. 110.88%0.88%0.88%Q2 2024Q2 20241
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Harbour Capital Advisors, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Spinnaker Investment Group, LLC 110.47%0.47%0.47%Q4 2021Q4 20211
OLD MISSION CAPITAL, LLC 110.07%0.07%0.07%Q4 2016Q4 20161
UMB Bank, n.a. 110.00%0.00%0.00%Q1 2024Q1 20241
Petix & Botte Co 110.06%0.06%0.06%Q1 2024Q1 20241
Cubist Systematic Strategies, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
STEVENS CAPITAL PARTNERS 110.11%0.11%0.11%Q2 2024Q2 20241
First Trust Bank, Ltd. 1133.52%33.52%33.52%Q4 2022Q4 20221
Legacy Capital Group California, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
JAG CAPITAL MANAGEMENT, LLC 110.30%0.30%0.30%Q4 2018Q4 20181
First County Bank /CT/ 110.22%0.22%0.22%Q4 2022Q4 20221
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Cyndeo Wealth Partners, LLC 110.11%0.11%0.11%Q2 2024Q2 20241
MRP Capital Investments, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
XML Financial, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q1 2022Q1 20221
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
AlphaQ Advisors LLC 110.22%0.22%0.22%Q2 2023Q2 20231
External links

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