SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
NBT BANK N A /NY 42420.06%0.14%0.24%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.04%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42420.03%0.22%0.45%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.11%0.24%0.42%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.02%0.06%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.01%0.02%Q2 2013Q3 202342
BANK HAPOALIM BM 40400.12%0.71%1.28%Q4 2013Q3 202342
LPL Financial LLC 42420.00%0.12%0.26%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.02%Q2 2013Q3 202342
ASSETMARK, INC 41410.00%0.13%0.50%Q3 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 41410.00%0.06%0.15%Q3 2013Q3 202341
STATE STREET CORP 3730.00%0.01%0.02%Q2 2013Q3 202340
HighTower Advisors, LLC 21190.00%0.02%0.13%Q2 2013Q3 202340
STRATEGY ASSET MANAGERS LLC 3520.06%0.55%1.16%Q2 2013Q2 202339
NOTTINGHAM ADVISORS, INC. 3620.05%1.87%43.48%Q3 2013Q3 202338
RAYMOND JAMES & ASSOCIATES 3440.00%0.08%0.25%Q1 2014Q3 202338
WHITTIER TRUST CO OF NEVADA INC 38380.00%0.02%0.20%Q2 2014Q3 202338
UBS Group AG 36360.00%0.06%0.13%Q4 2014Q3 202336
FIFTH THIRD BANCORP 3510.00%0.00%0.00%Q3 2014Q3 202336
Crestwood Advisors Group, LLC 2790.01%0.29%1.16%Q1 2014Q3 202336
FOSTER & MOTLEY INC 36360.05%0.30%0.74%Q4 2014Q3 202336
Community Bank, N.A. 3140.00%0.04%0.12%Q4 2014Q3 202335
Charles Schwab Investment Advisory, Inc. 35350.28%1.26%2.30%Q1 2015Q3 202335
Legacy Private Trust Co. 3410.02%0.36%1.62%Q1 2014Q3 202335
JPMORGAN CHASE & CO 3220.00%0.00%0.01%Q2 2013Q3 202334
MISSION WEALTH MANAGEMENT, LP 34341.86%4.07%7.89%Q2 2015Q3 202334
BLB&B Advisors, LLC 34340.14%0.66%1.97%Q2 2015Q3 202334
Transamerica Financial Advisors, Inc. 34340.00%0.30%1.92%Q2 2015Q3 202334
Raymond James Financial Services Advisors, Inc. 3310.01%0.03%0.06%Q2 2013Q3 202334
STIFEL FINANCIAL CORP 2810.00%0.00%0.01%Q3 2014Q3 202334
Private Advisor Group, LLC 33330.01%0.08%0.35%Q3 2015Q3 202333
US BANCORP \DE\ 32320.00%0.00%0.00%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.00%0.01%0.02%Q1 2016Q4 202332
Migdal Insurance & Financial Holdings Ltd. 32320.04%0.38%1.13%Q4 2015Q3 202332
Geneos Wealth Management Inc. 31310.02%0.09%0.31%Q1 2016Q3 202331
JANE STREET GROUP, LLC 1710.00%0.04%0.12%Q1 2014Q3 202331
IFP Advisors, Inc 17140.01%0.06%0.34%Q4 2015Q3 202331
CWM, LLC 2380.00%0.06%0.75%Q4 2015Q3 202331
CONFLUENCE INVESTMENT MANAGEMENT LLC 2740.12%0.25%0.31%Q2 2013Q3 202331
Cambridge Investment Research Advisors, Inc. 31310.01%0.03%0.06%Q1 2016Q3 202331
Bartlett & Co. LLC 1570.00%0.02%0.11%Q1 2016Q4 202330
Advisory Services Network, LLC 2730.00%0.09%0.20%Q1 2016Q3 202330
HM PAYSON & CO 19110.00%0.07%0.12%Q1 2016Q3 202330
Curbstone Financial Management Corp 30300.10%0.26%0.43%Q3 2016Q4 202330
Acropolis Investment Management, LLC 2360.02%0.10%0.24%Q2 2013Q3 202329
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2610.00%0.01%0.02%Q3 2014Q3 202329
Alaska Permanent Capital Management 2630.05%0.08%0.12%Q2 2016Q3 202329
Creative Planning 2270.00%0.08%0.41%Q1 2016Q3 202329
Global Retirement Partners, LLC 28280.02%0.15%1.26%Q4 2016Q3 202328
DUFF & PHELPS INVESTMENT MANAGEMENT CO 28280.13%0.15%0.19%Q4 2016Q3 202328
NORTHERN TRUST CORP 2710.00%0.00%0.00%Q2 2013Q2 202028
Steward Partners Investment Advisory, LLC 28280.00%0.04%0.10%Q4 2016Q3 202328
RFG Advisory, LLC 27270.01%1.62%3.46%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.03%0.08%Q2 2013Q4 201927
FAS Wealth Partners, Inc. 27270.01%0.56%1.37%Q1 2017Q3 202327
Asset Planning Services, Ltd. 27270.07%0.37%1.00%Q2 2015Q4 202127
Probity Advisors, Inc. 1221.18%1.90%4.66%Q2 2016Q3 202327
MML INVESTORS SERVICES, LLC 26260.01%0.02%0.14%Q2 2017Q3 202326
BENJAMIN F. EDWARDS & COMPANY, INC. 1740.00%0.01%0.12%Q2 2013Q2 202226
Psagot Value Holdings Ltd. 26260.01%0.13%1.10%Q2 2015Q3 202126
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 26260.00%2.02%2.50%Q2 2017Q3 202326
Cornerstone Management, Inc. 26261.41%1.82%2.16%Q2 2017Q3 202326
NewSquare Capital LLC 910.00%1.28%7.47%Q4 2013Q3 202326
KING LUTHER CAPITAL MANAGEMENT CORP 25250.00%0.01%0.01%Q3 2017Q3 202325
PARK AVENUE SECURITIES LLC 25250.07%2.21%9.66%Q3 2017Q3 202325
STEPHENS INC /AR/ 2230.04%0.32%1.00%Q2 2013Q3 202325
Atria Investments, Inc 2210.02%0.06%0.12%Q3 2016Q3 202325
BHK Investment Advisors, LLC 24240.13%0.20%0.27%Q4 2017Q3 202324
STEPHENS GROUP ASSET MANAGEMENT, LLC 24241.41%3.20%9.17%Q4 2017Q3 202324
1834 INVESTMENT ADVISORS CO 24240.01%0.03%0.04%Q4 2017Q3 202324
Baird Financial Group, Inc. 2040.00%0.01%0.02%Q2 2015Q3 202324
VISTA INVESTMENT MANAGEMENT 24240.58%1.47%2.40%Q4 2017Q3 202324
BANK OF MONTREAL /CAN/ 920.00%0.00%0.00%Q4 2015Q3 202324
Arete Wealth Advisors, LLC 1950.02%0.23%0.38%Q3 2017Q3 202324
Capital Investment Advisory Services, LLC 24240.02%0.31%1.70%Q4 2017Q3 202324
AE Wealth Management LLC 2310.02%0.17%0.37%Q2 2017Q3 202324
BLAIR WILLIAM & CO/IL 24240.00%0.00%0.00%Q4 2017Q3 202324
Front Row Advisors LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Citadel Advisors 810.00%0.00%0.02%Q1 2017Q3 202324
BlackRock Inc. 24240.00%0.00%0.02%Q4 2017Q3 202324
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 24240.06%0.30%0.72%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
SHEETS SMITH WEALTH MANAGEMENT 2120.05%0.63%1.17%Q4 2017Q3 202323
Alliance Wealth Management Group 23230.76%1.05%1.31%Q4 2017Q2 202323
Capital Analysts, LLC 2110.00%0.77%1.09%Q2 2015Q3 202323
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23230.02%0.49%1.84%Q1 2018Q3 202323
LINCOLN NATIONAL CORP 1210.01%0.01%0.03%Q4 2015Q3 202323
Winch Advisory Services, LLC 23230.21%0.50%0.67%Q1 2018Q3 202323
Patriot Financial Group Insurance Agency, LLC 23230.00%0.14%0.59%Q4 2016Q2 202223
AdvisorNet Financial, Inc 23230.00%0.25%0.68%Q1 2018Q3 202323
WRAPMANAGER INC 23233.40%4.71%6.39%Q1 2018Q3 202323
Janney Montgomery Scott LLC 23230.00%0.01%0.04%Q1 2018Q3 202323
Towercrest Capital Management 23230.51%1.26%1.77%Q1 2018Q3 202323
Avior Wealth Management, LLC 23230.01%0.08%1.09%Q1 2018Q3 202323
PACIFIC FINANCIAL GROUP INC 2010.09%1.24%2.09%Q3 2015Q3 202323
Bank of New York Mellon Corp 1110.00%0.00%0.01%Q4 2013Q3 202323
CREDIT SUISSE AG/ 12100.00%0.00%0.01%Q1 2013Q3 202322
Fisher Asset Management, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
Occidental Asset Management, LLC 22220.29%5.60%8.92%Q2 2018Q3 202322
IHT Wealth Management, LLC 1060.00%0.04%0.11%Q4 2016Q3 202322
Parallel Advisors, LLC 2110.00%0.00%0.00%Q4 2016Q3 202322
Sumitomo Mitsui Trust Holdings, Inc. 1110.00%0.01%0.05%Q4 2014Q1 202222
Allworth Financial LP 22220.25%1.18%2.66%Q2 2018Q3 202322
Advisors Capital Management, LLC 22220.01%0.44%0.90%Q2 2018Q3 202322
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2110.00%0.01%0.06%Q4 2016Q3 202322
Prospera Financial Services Inc 510.00%0.58%4.87%Q2 2013Q3 202322
REILLY FINANCIAL ADVISORS, LLC 22220.00%0.03%0.06%Q3 2016Q4 202122
Stadion Money Management, LLC 2020.03%0.54%1.03%Q3 2013Q2 202122
Gradient Investments LLC 2010.00%0.87%1.88%Q2 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.06%0.11%0.26%Q3 2018Q3 202321
Snowden Capital Advisors LLC 1380.03%0.09%0.19%Q2 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Westover Capital Advisors, LLC 21210.53%2.31%3.64%Q4 2017Q4 202221
GOLDMAN SACHS GROUP INC 1610.00%0.00%0.01%Q1 2016Q2 202321
APPLETON PARTNERS INC/MA 21210.18%0.49%0.61%Q4 2018Q4 202321
HOLLENCREST CAPITAL MANAGEMENT 21210.01%0.06%0.11%Q3 2018Q3 202321
Capital Advisors, Ltd. LLC 2010.00%0.12%0.29%Q4 2013Q3 202221
Willow Creek Wealth Management Inc. 21210.30%2.45%5.58%Q3 2018Q3 202321
Focused Wealth Management, Inc 21210.03%3.84%6.96%Q3 2018Q3 202321
PFG Advisors 21210.06%0.17%0.53%Q3 2018Q3 202321
Rockefeller Capital Management L.P. 20200.00%0.00%0.01%Q4 2018Q3 202320
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1280.03%0.04%0.05%Q3 2018Q3 202320
Moisand Fitzgerald Tamayo, LLC 1110.00%0.00%0.00%Q4 2015Q3 202320
PROFFITT & GOODSON INC 20200.21%0.80%1.77%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.02%0.05%0.12%Q4 2018Q3 202320
Cetera Advisor Networks LLC 20200.00%0.02%0.07%Q4 2018Q3 202320
Windsor Capital Management, LLC 20200.08%1.98%2.81%Q1 2018Q4 202220
INTEGRATED CAPITAL MANAGEMENT, INC. 20208.64%13.82%21.62%Q4 2018Q3 202320
Integrated Wealth Concepts LLC 20200.01%0.02%0.06%Q4 2018Q3 202320
Manning & Napier Group, LLC 1730.01%0.05%0.08%Q1 2018Q3 202320
DEUTSCHE BANK AG\ 810.00%0.00%0.04%Q3 2013Q1 202320
Harel Insurance Investments & Financial Services Ltd. 1030.00%0.03%0.10%Q1 2016Q3 202320
FDx Advisors, Inc. 820.01%0.13%0.52%Q4 2013Q3 202320
FIFTH THIRD SECURITIES, INC. 1710.04%0.38%0.89%Q4 2017Q3 202320
American Portfolios Advisors 20200.01%0.01%0.02%Q4 2017Q3 202220
Stratos Wealth Partners, LTD. 1810.00%0.07%0.17%Q1 2018Q3 202320
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.01%0.06%Q1 2014Q3 202320
Morningstar Investment Services LLC 20200.00%0.91%1.47%Q2 2016Q1 202120
Western Wealth Management, LLC 1180.06%0.09%0.12%Q4 2018Q3 202319
MCF Advisors LLC 1270.17%0.27%0.33%Q4 2018Q3 202319
Kistler-Tiffany Companies, LLC 1630.00%0.42%2.80%Q2 2016Q2 202319
OLD MISSION CAPITAL LLC 420.05%0.59%1.76%Q1 2017Q2 202319
WEALTHSOURCE PARTNERS, LLC 1710.03%0.77%2.94%Q1 2018Q3 202319
CAPTRUST FINANCIAL ADVISORS 1710.00%0.06%0.14%Q3 2017Q3 202319
Kovitz Investment Group Partners, LLC 19190.02%0.04%0.05%Q1 2019Q3 202319
EASTERN BANK 19190.04%2.32%3.60%Q1 2019Q3 202319
Cornerstone Wealth Management, LLC 1030.00%0.18%0.41%Q2 2018Q3 202319
Wealthstar Advisors, LLC 1090.36%0.61%1.03%Q1 2018Q3 202319
AT Bancorp 19190.09%0.16%0.36%Q3 2014Q1 201919
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Voya Financial Advisors, Inc. 19190.02%0.04%0.15%Q1 2016Q3 202019
TSFG, LLC 19190.00%0.05%0.09%Q1 2019Q3 202319
RAYMOND JAMES TRUST N.A. 1120.01%0.06%0.10%Q1 2017Q3 202319
StrategIQ Financial Group, LLC 19190.73%1.20%1.63%Q1 2019Q3 202319
RDA Financial Network 19191.62%2.03%2.81%Q1 2019Q3 202319
BARCLAYS PLC 910.00%0.01%0.04%Q1 2017Q3 202318
CENTAURUS FINANCIAL, INC. 1350.02%0.06%0.28%Q4 2018Q3 202318
Aptus Capital Advisors, LLC 1710.00%0.00%0.03%Q1 2019Q3 202318
Horizon Investments, LLC 1120.01%0.78%1.57%Q1 2018Q3 202318
SlateStone Wealth, LLC 18180.04%0.09%0.20%Q2 2019Q3 202318
Aspire Private Capital, LLC 1440.00%1.08%3.79%Q4 2018Q3 202318
Betterment LLC 1010.00%0.02%0.10%Q4 2014Q3 202318
LEVEL FOUR ADVISORY SERVICES, LLC 910.02%0.08%0.22%Q4 2016Q3 202218
First Allied Advisory Services, Inc. 18180.01%0.03%0.09%Q2 2016Q3 202018
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.00%Q2 2016Q3 202318
PRUDENTIAL FINANCIAL INC 17170.00%0.00%0.00%Q3 2019Q3 202317
SUNTRUST BANKS INC 1520.00%0.01%0.02%Q1 2014Q3 201917
Trilogy Capital Inc. 1070.00%0.76%1.73%Q2 2018Q3 202317
CREATIVE FINANCIAL DESIGNS INC /ADV 1520.00%0.05%0.25%Q2 2017Q3 202317
CX Institutional 17170.01%0.21%0.42%Q2 2018Q2 202217
Mutual Advisors, LLC 1250.01%0.11%0.30%Q2 2019Q3 202317
ARGI Investment Services, LLC 17170.10%1.03%2.14%Q4 2018Q4 202217
Archer Investment Corp 1430.01%0.06%0.11%Q4 2018Q3 202317
Simplicity Solutions, LLC 1430.03%0.24%0.47%Q2 2018Q3 202217
OLD SECOND NATIONAL BANK OF AURORA 17170.01%0.92%4.93%Q3 2019Q3 202317
MASSMUTUAL TRUST CO FSB/ADV 1020.00%0.05%0.23%Q4 2016Q3 202317
Wealthcare Advisory Partners LLC 1110.00%0.01%0.07%Q2 2016Q3 202317
Garde Capital, Inc. 16160.04%0.12%0.17%Q2 2014Q1 201816
Texas Capital Bank Wealth Management Services Inc 16160.05%0.13%0.29%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.11%0.22%0.49%Q4 2019Q3 202316
MERCER GLOBAL ADVISORS INC /ADV 1310.00%0.01%0.02%Q1 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
Financial Management Professionals, Inc. 16160.00%0.00%0.00%Q2 2018Q1 202216
Leicht Financial Planning & Wealth Management, Inc. 16160.89%4.98%8.40%Q4 2019Q3 202316
Bluefin Trading, LLC 510.01%0.33%1.23%Q2 2013Q1 202016
Foresight Wealth Management, LLC 16160.04%0.93%1.72%Q4 2018Q3 202216
Financial Gravity Asset Management, Inc. 1210.00%0.66%3.91%Q1 2018Q3 202316
Financial Advocates Investment Management 16160.02%0.05%0.10%Q4 2019Q3 202316
CIBC WORLD MARKET INC. 880.00%0.00%0.00%Q2 2014Q4 201916
Vectors Research Management, LLC 16160.01%2.88%5.74%Q4 2019Q3 202316
CLIENT 1ST ADVISORY GROUP, LLC 16160.15%2.31%6.22%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
Jacobi Capital Management LLC 1150.00%0.05%0.10%Q2 2019Q3 202316
TRUEFG, LLC 16164.68%5.71%7.34%Q4 2019Q3 202316
JT Stratford LLC 16160.10%1.29%3.16%Q1 2018Q4 202116
Koshinski Asset Management, Inc. 410.01%0.12%0.39%Q2 2017Q3 202315
Adams Wealth Management 15151.42%5.47%9.12%Q1 2020Q3 202315
Acorn Wealth Advisors, LLC 1230.08%0.24%0.31%Q4 2017Q3 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.20%0.32%0.59%Q1 2020Q3 202315
Advisor Group, Inc. 15150.03%0.05%0.08%Q2 2016Q4 201915
Renaissance Technologies 510.00%0.00%0.02%Q4 2017Q1 202315
ERTS Wealth Advisors, LLC 15153.87%6.32%8.60%Q1 2020Q3 202315
Wellesley Investment Partners, LLC 15150.11%1.86%2.76%Q4 2015Q2 201915
PrairieView Partners, LLC 15150.01%0.07%0.15%Q4 2018Q2 202215
OSAIC HOLDINGS, INC. 15150.04%0.05%0.07%Q1 2020Q3 202315
ROOSEVELT INVESTMENT GROUP LLC 1140.03%0.21%0.31%Q1 2016Q3 202215
SIGNATUREFD, LLC 640.00%0.00%0.00%Q3 2015Q3 202315
Rosenberg Matthew Hamilton 15150.01%0.05%0.13%Q1 2020Q3 202315
TRUSTCORE FINANCIAL SERVICES, LLC 15150.00%0.04%0.10%Q2 2019Q4 202215
SWS Partners 511.12%1.34%1.64%Q4 2017Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.01%Q2 2013Q4 201615
Financial Engines Advisors L.L.C. 15150.00%0.04%0.27%Q1 2020Q3 202315
People's United Financial, Inc. 1410.01%0.71%1.15%Q2 2018Q1 202215
Orion Portfolio Solutions, LLC 15150.10%0.35%0.53%Q1 2020Q3 202315
Retirement Group, LLC 1410.00%0.00%0.01%Q4 2019Q3 202315
Destination Wealth Management 1410.00%0.05%0.09%Q4 2015Q1 202015
Country Club Trust Company, n.a. 960.11%0.54%1.24%Q1 2018Q4 202115
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 15152.01%4.97%6.43%Q3 2018Q1 202215
CULLEN/FROST BANKERS, INC. 1410.00%0.00%0.01%Q4 2019Q3 202315
ALPS ADVISORS INC 960.00%0.10%0.23%Q3 2016Q3 202315
Mariner, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
Relative Value Partners Group, LLC 14140.24%1.77%3.31%Q2 2020Q3 202314
HOWE & RUSLING INC 1110.00%0.01%0.02%Q2 2017Q3 202214
FOUNDERS FINANCIAL SECURITIES LLC 810.06%0.18%0.44%Q1 2018Q3 202314
SCOTIA CAPITAL INC. 14140.00%0.00%0.00%Q1 2020Q2 202314
Bell Rock Capital LLC 1220.03%0.27%0.64%Q4 2017Q1 202214
Charles Schwab Trust Co 1310.04%0.83%2.05%Q3 2019Q3 202314
Belpointe Asset Management LLC 1040.01%0.05%0.15%Q3 2019Q1 202314
Jackson Hole Capital Partners, LLC 14140.01%0.02%0.03%Q2 2019Q3 202214
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 14140.12%1.10%3.25%Q2 2020Q3 202314
Polaris Wealth Advisory Group, LLC 14140.07%0.63%3.62%Q1 2018Q2 202114
Gilbert & Cook, Inc. 14140.13%0.71%1.20%Q4 2016Q1 202014
Lehman & Derafelo Financial Resources LLC 1220.01%0.02%0.02%Q4 2018Q3 202214
Institute for Wealth Management, LLC. 1310.01%0.09%0.36%Q4 2019Q2 202314
PFS INVESTMENTS INC. 820.04%0.62%1.61%Q1 2018Q2 202314
Highland Private Wealth Management 950.14%0.57%1.12%Q4 2015Q2 201914
Clear Creek Financial Management, LLC 1210.42%1.16%3.27%Q2 2020Q3 202313
Cresset Asset Management, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
SignalPoint Asset Management, LLC 13130.20%0.69%1.04%Q3 2020Q3 202313
BB&T SECURITIES, LLC 850.00%0.00%0.01%Q3 2015Q3 201913
Kestra Advisory Services, LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
Global Financial Private Capital, Inc 1210.00%0.98%1.48%Q1 2017Q2 202013
Princeton Global Asset Management LLC 13130.01%0.02%0.04%Q4 2018Q4 202113
FLAGSHIP HARBOR ADVISORS, LLC 820.00%0.19%0.57%Q2 2018Q3 202313
Eagle Ridge Investment Management 1210.05%2.15%3.09%Q2 2016Q3 202313
Baystate Wealth Management LLC 1120.00%0.01%0.06%Q1 2015Q2 202313
Ameritas Investment Partners, Inc. 910.00%0.00%0.00%Q4 2014Q3 202313
Wechter Feldman Wealth Management, Inc. 13130.53%0.92%2.85%Q2 2018Q2 202113
CGN Advisors LLC 13131.34%1.68%2.23%Q4 2020Q4 202313
DeGreen Capital Management LLC 13132.35%5.28%7.67%Q3 2018Q3 202113
Larson Financial Group LLC 13130.00%0.00%0.02%Q3 2020Q3 202313
Valeo Financial Advisors, LLC 940.00%0.00%0.00%Q4 2017Q1 202113
IFG Advisory, LLC 13130.03%0.06%0.09%Q3 2020Q3 202313
WealthPLAN Partners, LLC 920.00%0.04%0.06%Q2 2016Q2 202313
Annapolis Financial Services, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
WealthShield Partners, LLC 610.00%0.01%0.05%Q4 2017Q1 202112
TUCKER ASSET MANAGEMENT LLC 12120.01%0.05%0.17%Q4 2020Q3 202312
Good Life Advisors, LLC 840.03%0.10%0.18%Q4 2019Q3 202312
Amtrust Financial Services, Inc. 12123.38%5.23%9.60%Q4 2020Q3 202312
Poehling Capital Management, INC. 12120.08%0.12%0.18%Q3 2019Q2 202212
Cetera Investment Advisers 12120.01%0.07%0.15%Q4 2020Q3 202312
Raab & Moskowitz Asset Management LLC 1110.00%0.12%0.18%Q3 2018Q3 202112
Sequoia Financial Advisors, LLC 12120.02%0.03%0.03%Q1 2020Q4 202212
MAGNOLIA CAPITAL ADVISORS LLC 1110.07%0.21%0.49%Q4 2019Q1 202312
HNP Capital LLC 12121.35%3.60%6.00%Q2 2020Q1 202312
ECLECTIC ASSOCIATES INC /ADV 12120.15%0.20%0.27%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
CPWM, LLC 12120.02%0.03%0.05%Q3 2019Q2 202212
TWO SIGMA SECURITIES, LLC 710.00%0.04%0.11%Q3 2018Q3 202312
FRANKLIN RESOURCES INC 1010.00%0.00%0.00%Q3 2018Q3 202312
NEXT Financial Group, Inc 610.00%0.01%0.02%Q2 2017Q4 202112
Venture Visionary Partners LLC 12120.04%0.14%0.46%Q4 2019Q3 202212
Fullen Financial Group 12120.26%0.35%0.49%Q2 2020Q1 202312
Iron Horse Wealth Management, LLC 12120.05%0.24%0.52%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.27%0.45%0.58%Q4 2020Q3 202312
Commonwealth Equity Services, Inc 12120.00%0.00%0.01%Q4 2014Q3 201712
First Horizon Advisors, Inc. 620.00%0.00%0.01%Q3 2019Q3 202312
ENTERPRISE FINANCIAL SERVICES CORP 12120.02%1.81%5.25%Q1 2019Q4 202112
Outlook Wealth Advisors, LLC 12120.09%0.12%0.20%Q1 2020Q4 202212
PETERSON WEALTH MANAGEMENT 12121.23%3.53%5.90%Q4 2019Q3 202212
Versant Capital Management, Inc 720.00%0.00%0.00%Q1 2016Q4 202112
FSB PREMIER WEALTH MANAGEMENT, INC. 12121.71%2.06%2.72%Q4 2020Q3 202312
ALLIANZ INVESTMENT MANAGEMENT LLC 12123.67%7.70%12.73%Q1 2018Q4 202012
Faithward Advisors, LLC 920.00%0.23%0.90%Q3 2019Q2 202311
Sound Income Strategies, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
1492 Capital Management LLC 11110.15%0.18%0.22%Q1 2021Q3 202311
Sandy Spring Bank 1010.00%0.00%0.00%Q4 2019Q3 202311
Concorde Asset Management, LLC 11110.14%0.23%0.36%Q3 2018Q1 202111
Municipal Employees' Retirement System of Michigan 11110.06%0.10%0.33%Q1 2021Q3 202311
AVANTAX ADVISORY SERVICES, INC. 11110.00%0.03%0.04%Q1 2021Q3 202311
Clark Capital Management Group, Inc. 910.01%0.16%0.31%Q1 2020Q3 202311
Harvest Investment Services, LLC 11110.15%0.21%0.48%Q1 2019Q3 202111
BOENNING & SCATTERGOOD, INC. 11110.05%0.07%0.10%Q2 2020Q4 202211
Allianz Investment Management U.S. LLC 11110.79%3.53%6.18%Q1 2021Q3 202311
BOSTON ADVISORS LLC 11110.13%0.22%0.45%Q1 2017Q3 201911
Carmichael Hill & Associates, Inc. 11110.01%0.01%0.01%Q4 2019Q2 202211
CAPSTONE ASSET MANAGEMENT CO 11110.03%0.04%0.05%Q4 2014Q2 201711
GPS Wealth Strategies Group, LLC 11110.00%0.18%0.41%Q1 2021Q3 202311
RED CEDAR INVESTMENT MANAGEMENT, LLC 11110.07%0.15%0.67%Q4 2020Q2 202311
Invesco Ltd. 1010.00%0.00%0.01%Q2 2016Q1 201911
Newport Capital Group, LLC 920.11%0.23%0.28%Q4 2020Q3 202311
LifePlan Financial Group, Inc 11110.00%0.01%0.02%Q1 2018Q3 202011
Redwood Investment Management, LLC 830.39%2.00%5.25%Q1 2018Q1 202111
Stratos Wealth Advisors, LLC 710.02%0.19%0.53%Q2 2020Q3 202310
UNITED SERVICES AUTOMOBILE ASSOCIATION 10100.07%2.39%7.02%Q3 2018Q4 202010
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q2 2016Q3 201810
EPG Wealth Management LLC 520.00%0.00%0.02%Q4 2019Q3 202310
ROWLAND CARMICHAEL ADVISORS INC /ADV 10100.41%1.14%1.74%Q3 2018Q4 202010
MONEY CONCEPTS CAPITAL CORP 820.00%0.13%0.44%Q4 2020Q3 202310
Evensky & Katz LLC 10100.01%0.08%0.29%Q1 2018Q2 202010
Sowell Financial Services LLC 710.01%0.04%0.07%Q3 2019Q3 202310
LexAurum Advisors, LLC 730.13%0.21%0.29%Q4 2017Q4 202010
HighMark Wealth Management LLC 10100.01%0.02%0.06%Q2 2021Q3 202310
ST GERMAIN D J CO INC 730.01%0.68%1.43%Q2 2021Q4 202310
OPPENHEIMER ASSET MANAGEMENT INC. 550.00%0.00%0.01%Q1 2017Q4 201910
BAR HARBOR TRUST SERVICES 10100.06%0.08%0.15%Q4 2019Q1 202210
Global Trust Asset Management, LLC 910.01%0.01%0.02%Q4 2017Q1 202210
BBVA USA Bancshares, Inc. 10100.02%0.04%0.05%Q4 2017Q1 202010
CSM Advisors, LLC 10100.33%0.45%0.60%Q2 2021Q3 202310
IndexIQ Advisors LLC 10100.00%0.08%0.31%Q3 2018Q4 202010
ADVISOR PARTNERS LLC 10100.03%0.04%0.04%Q1 2020Q2 202210
Key FInancial Inc 10100.00%0.00%0.00%Q2 2021Q3 202310
CONNING INC. 910.06%0.44%1.42%Q3 2018Q3 202310
Kingsview Wealth Management, LLC 640.02%0.07%0.12%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.03%0.04%0.08%Q1 2021Q3 202310
NSI Retail Advisors, LLC 10100.72%1.08%1.47%Q2 2021Q3 202310
Zurich Insurance Group Ltd/FI 10100.31%0.53%0.69%Q2 2021Q3 202310
Verition Fund Management LLC 310.01%0.43%2.24%Q1 2018Q1 202310
Cooper Financial Group 10100.13%3.11%3.98%Q4 2018Q1 202110
Mirae Asset Global Investments Co., Ltd. 10100.01%0.01%0.02%Q2 2021Q3 202310
CFS Investment Advisory Services, LLC 910.24%0.55%1.72%Q4 2020Q3 202310
Lake Point Wealth Management 520.00%0.10%0.89%Q4 2018Q2 202210
Qube Research & Technologies Ltd 620.00%0.37%0.92%Q4 2019Q2 202310
Sonora Investment Management, LLC 810.00%0.00%0.01%Q2 2016Q3 202110
Tortoise Investment Management, LLC 10100.02%0.29%1.08%Q4 2012Q1 201510
FRONTIER INVESTMENT MGMT CO 10100.07%0.09%0.14%Q1 2018Q2 202010
FIRST TRUST ADVISORS LP 510.00%0.00%0.00%Q1 2016Q4 20199
Freedom Investment Management, Inc. 630.17%0.27%0.48%Q3 2013Q3 20239
Community Financial Services Group, LLC 720.03%0.03%0.03%Q2 2013Q3 20159
ADVANTAGE INVESTMENT MANAGEMENT, LLC 420.00%0.47%0.81%Q2 2015Q2 20189
55I, LLC 990.06%0.36%1.40%Q1 2020Q1 20229
HOHIMER WEALTH MANAGEMENT, LLC 990.04%0.06%0.09%Q4 2019Q4 20219
Investors Research Corp 990.00%0.00%0.00%Q3 2021Q3 20239
PHILADELPHIA TRUST CO 540.03%0.37%0.50%Q2 2016Q4 20189
SADOFF INVESTMENT MANAGEMENT LLC 610.01%0.02%0.02%Q4 2019Q2 20229
ACCURATE INVESTMENT SOLUTIONS, INC. 990.02%0.15%0.33%Q1 2018Q1 20209
GenTrust, LLC 990.03%1.37%4.04%Q3 2021Q3 20239
Tower Research Capital LLC (TRC) 810.00%0.00%0.00%Q3 2014Q3 20239
CURIAN CAPITAL LLC 990.21%0.28%0.38%Q4 2013Q4 20159
Aveo Capital Partners, LLC 410.22%0.75%1.32%Q2 2018Q4 20219
Kingfisher Capital LLC 991.21%1.45%1.77%Q4 2019Q4 20219
Alliance Wealth Advisors, LLC 990.29%0.35%0.42%Q3 2021Q3 20239
Capital Asset Advisory Services LLC 990.01%0.06%0.12%Q1 2020Q1 20229
VSR Financial Services, Inc. 630.02%0.06%0.07%Q2 2013Q1 20169
Bay Harbor Wealth Management, LLC 630.00%0.65%1.67%Q4 2018Q3 20219
OPPENHEIMER & CO INC 510.01%0.01%0.02%Q1 2017Q1 20219
SG Americas Securities, LLC 990.00%0.02%0.04%Q1 2016Q1 20189
AlphaStar Capital Management, LLC 990.73%2.14%3.87%Q4 2017Q4 20199
MEEDER ASSET MANAGEMENT INC 630.00%0.00%0.00%Q3 2019Q1 20229
Clear Harbor Asset Management, LLC 710.02%0.05%0.06%Q3 2013Q3 20209
WEBSTER BANK, N. A. 990.00%0.00%0.00%Q4 2016Q4 20189
WestEnd Advisors, LLC 720.00%0.00%0.00%Q3 2015Q4 20199
SeaCrest Wealth Management, LLC 610.00%0.04%0.11%Q4 2017Q2 20229
Ausdal Financial Partners, Inc. 510.06%0.41%0.64%Q2 2019Q3 20239
MUFG Americas Holdings Corp 990.00%0.00%0.00%Q3 2012Q3 20149
Stewardship Advisors, LLC 810.17%3.60%6.23%Q4 2019Q4 20229
Investors Financial Group, LLC 990.17%0.21%0.24%Q4 2019Q4 20219
Valtinson Bruner Financial Planning LLC 990.41%1.60%1.91%Q4 2020Q4 20229
Psagot Value Holdings Ltd. / (Israel) 990.17%0.86%1.27%Q3 2021Q3 20239
REGIONS FINANCIAL CORP 610.00%0.01%0.01%Q2 2015Q1 20199
Great Point Wealth Advisors, LLC 990.12%8.38%16.34%Q4 2018Q4 20209
Continuum Advisory, LLC 880.17%0.32%0.66%Q1 2017Q4 20188
Teza Capital Management LLC 880.04%0.09%0.15%Q2 2020Q1 20228
Midwest Heritage Bank, FSB 880.25%0.35%0.59%Q4 2021Q3 20238
Maryland Capital Management 880.02%0.02%0.03%Q4 2020Q3 20228
DB Wealth Management Group, LLC 440.00%0.00%0.00%Q1 2021Q3 20238
Bison Wealth, LLC 880.00%0.00%0.00%Q3 2020Q2 20228
Treynor Bancshares, Inc. 882.08%2.28%2.46%Q4 2021Q3 20238
Aquire Wealth Advisors, LLC 882.02%2.17%2.43%Q4 2021Q3 20238
SALEM INVESTMENT COUNSELORS INC 710.00%0.00%0.00%Q4 2016Q4 20208
EP Wealth Advisors, LLC 510.00%0.02%0.06%Q4 2015Q3 20238
INTEGRAL INVESTMENT ADVISORS, INC. 884.93%6.68%8.72%Q4 2021Q3 20238
STRINGER ASSET MANAGEMENT, LLC 880.21%0.32%0.38%Q1 2018Q4 20198
Clearview Wealth Advisors LLC 880.19%0.71%3.68%Q4 2020Q3 20228
Pinnacle Advisory Group, Inc. 880.02%1.99%3.93%Q2 2019Q1 20218
Advocacy Wealth Management Services, LLC 880.00%2.93%5.69%Q1 2016Q4 20178
WOLVERINE TRADING, LLC 410.00%0.01%0.03%Q3 2016Q3 20208
WEST MICHIGAN ADVISORS, LLC 880.08%0.15%0.22%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.00%0.01%0.01%Q2 2013Q1 20158
Castleview Partners, LLC 710.01%0.03%0.14%Q2 2021Q3 20238
Mayflower Financial Advisors, LLC 880.03%0.12%0.25%Q4 2021Q3 20238
Archford Capital Strategies, LLC 710.00%0.12%0.23%Q2 2019Q3 20218
Lenox Wealth Advisors, LLC 620.00%0.00%0.00%Q3 2019Q4 20218
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
1620 INVESTMENT ADVISORS, INC. 883.92%4.82%5.78%Q4 2021Q3 20238
Catalyst Capital Advisors LLC 880.01%0.01%0.02%Q2 2020Q1 20228
Conservest Capital Advisors, Inc. 710.60%0.98%1.66%Q3 2017Q4 20198
Csenge Advisory Group 440.02%0.04%0.06%Q1 2020Q1 20228
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.29%0.41%0.52%Q4 2018Q3 20208
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.02%0.04%Q4 2013Q2 20198
MTM Investment Management, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Penobscot Investment Management Company, Inc. 880.05%0.36%0.62%Q4 2020Q3 20228
NewEdge Advisors, LLC 610.00%0.01%0.01%Q2 2017Q3 20238
Rinkey Investments 880.51%0.88%1.49%Q4 2021Q3 20238
CAMBRIDGE TRUST CO 880.00%0.01%0.02%Q4 2021Q3 20238
Hofer & Associates. Inc 884.67%5.04%5.31%Q4 2021Q3 20238
City State Bank 880.02%0.02%0.02%Q4 2021Q3 20238
MOTCO 610.00%0.00%0.00%Q4 2018Q4 20218
United Asset Strategies, Inc. 880.06%0.16%0.22%Q4 2017Q3 20198
Capital Advisory Group Advisory Services, LLC 620.00%0.07%0.59%Q4 2019Q2 20228
Collaborative Wealth Managment Inc. 610.47%0.51%0.53%Q1 2021Q3 20238
Aspire Wealth Management Corp 880.01%0.03%0.07%Q4 2021Q3 20238
ATLAS CAPITAL ADVISORS LLC 610.00%0.00%0.01%Q1 2018Q3 20238
Integrity Financial Corp /WA 880.00%0.00%0.00%Q4 2021Q3 20238
CAPITAL ADVISORS INC/OK 710.01%0.90%1.32%Q1 2021Q3 20238
DFPG INVESTMENTS, LLC 880.10%0.31%0.45%Q2 2021Q1 20238
WFG Advisors, LP 410.00%0.03%0.05%Q4 2014Q2 20178
M&T BANK CORP 610.00%0.06%0.11%Q1 2017Q3 20238
Point72 Asset Management, L.P. 880.12%0.15%0.19%Q1 2020Q4 20218
Dynamic Advisor Solutions LLC 430.04%0.28%0.65%Q4 2018Q3 20237
OneDigital Investment Advisors LLC 410.00%0.03%0.07%Q4 2017Q2 20217
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
Dakota Wealth Management 770.04%0.07%0.08%Q3 2019Q1 20217
Peterson Financial Group, Inc. 770.16%0.22%0.38%Q1 2022Q3 20237
Alaska Wealth Advisors 430.05%0.13%0.21%Q1 2019Q3 20237
FLOW TRADERS U.S. LLC 210.02%0.42%1.20%Q4 2016Q3 20227
Atria Wealth Solutions, Inc. 770.01%0.02%0.04%Q1 2022Q3 20237
COMERICA BANK 510.00%0.00%0.00%Q3 2014Q3 20237
Ballast, Inc. 770.59%0.70%0.80%Q1 2019Q3 20207
Virtu KCG Holdings LLC 510.01%0.02%0.04%Q3 2014Q2 20177
Strategic Wealth Management Group, LLC 770.17%0.21%0.28%Q4 2018Q2 20207
KEYBANK NATIONAL ASSOCIATION/OH 430.00%0.00%0.01%Q3 2016Q3 20197
AXXCESS WEALTH MANAGEMENT, LLC 520.03%0.15%0.29%Q4 2021Q3 20237
Alpha Cubed Investments, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
IEQ CAPITAL, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Carroll Financial Associates, Inc. 770.00%0.00%0.00%Q1 2019Q3 20207
PARAMETRIC PORTFOLIO ASSOCIATES LLC 770.01%0.02%0.03%Q3 2015Q1 20177
D.A. DAVIDSON & CO. 430.01%0.87%1.55%Q3 2018Q3 20237
Crossmark Global Holdings, Inc. 610.01%0.02%0.02%Q3 2016Q4 20187
Raleigh Capital Management Inc. 520.00%0.02%0.05%Q4 2021Q3 20237
VIVID FINANCIAL MANAGEMENT, INC. 770.19%2.65%5.27%Q4 2019Q2 20217
SENTINEL ASSET MANAGEMENT, INC. 770.45%0.77%1.07%Q1 2016Q3 20177
TILIA FIDUCIARY PARTNERS, INC. 770.00%0.01%0.01%Q4 2021Q2 20237
Beacon Pointe Advisors, LLC 310.01%0.02%0.05%Q3 2020Q3 20237
Concord Wealth Partners 430.00%0.00%0.00%Q4 2021Q3 20237
COUNTRY CLUB BANK /GFN 770.06%0.10%0.13%Q1 2022Q3 20237
Horst & Graben Wealth Management LLC 770.10%1.41%2.71%Q1 2020Q3 20217
Spire Wealth Management 610.00%0.00%0.00%Q1 2021Q1 20237
Marion Wealth Management 610.30%3.99%12.16%Q4 2021Q3 20237
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
Ignite Planners, LLC 610.20%0.43%0.93%Q4 2021Q3 20237
JUNCTURE WEALTH STRATEGIES, LLC 770.25%0.36%0.43%Q2 2022Q4 20237
Rockbridge Investment Management, LCC 770.08%0.11%0.14%Q2 2020Q4 20217
Savior LLC 770.01%0.10%0.22%Q4 2019Q2 20217
SILVER OAK SECURITIES, INCORPORATED 770.06%0.10%0.18%Q1 2022Q3 20237
Foster Victor Wealth Advisors, LLC 410.17%0.53%0.93%Q2 2019Q3 20237
Strategic Investment Advisors / MI 430.09%0.29%0.55%Q4 2018Q1 20217
BerganKDV Wealth Management, LLC 310.00%0.00%0.00%Q2 2020Q1 20237
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
Blue Chip Partners, LLC 610.06%0.33%0.64%Q4 2018Q3 20237
CABOT WEALTH MANAGEMENT INC 770.21%1.43%1.82%Q1 2022Q3 20237
STATE OF WISCONSIN INVESTMENT BOARD 770.04%0.04%0.06%Q1 2021Q3 20227
Bedel Financial Consulting, Inc. 510.00%0.00%0.02%Q2 2018Q2 20216
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
Wescott Financial Advisory Group, LLC 660.04%0.21%0.48%Q1 2022Q2 20236
Copperleaf Capital, LLC 660.24%1.56%6.11%Q2 2020Q3 20216
PRIVATE TRUST CO NA 660.03%0.10%0.15%Q2 2022Q3 20236
Forum Private Client Group LLC 660.44%1.39%1.73%Q1 2022Q2 20236
UBS AG 660.07%0.08%0.09%Q2 2013Q3 20146
HERITAGE WEALTH MANAGEMENT, LLC 420.09%0.19%0.42%Q2 2021Q4 20226
Martin Capital Partners, LLC 660.39%0.43%0.47%Q4 2017Q1 20196
Ten Capital Wealth Advisors, LLC 510.00%0.00%0.00%Q3 2021Q1 20236
MBM Wealth Consultants, LLC 660.14%0.17%0.20%Q4 2020Q1 20226
Newbridge Financial Services Group, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Columbus Macro, LLC 661.49%2.03%2.20%Q2 2022Q3 20236
CYPRESS FINANCIAL PLANNING LLC 660.23%0.39%0.81%Q2 2022Q3 20236
Marquette Asset Management, LLC 660.02%0.02%0.02%Q1 2019Q2 20206
Brinker Capital Investments, LLC 310.00%0.00%0.01%Q4 2015Q4 20226
Towerpoint Wealth, LLC 660.12%0.27%0.39%Q2 2022Q3 20236
LIBERTY WEALTH MANAGEMENT LLC 660.00%0.02%0.04%Q2 2020Q3 20216
FORVIS Wealth Advisors, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
Walker Financial Services, Inc. 660.45%2.47%3.01%Q2 2022Q3 20236
Kowal Investment Group, LLC 510.01%0.38%0.55%Q3 2021Q3 20236
Pinnacle Bancorp, Inc. 510.00%0.01%0.01%Q4 2018Q3 20236
Integrated Advisors Network LLC 660.04%0.05%0.06%Q2 2022Q3 20236
TOMPKINS FINANCIAL CORP 510.00%0.00%0.00%Q1 2020Q3 20236
Banco Santander, S.A. 660.01%0.02%0.02%Q2 2022Q3 20236
Buckingham Capital Management, Inc. 660.33%5.21%8.32%Q2 2022Q3 20236
First Heartland Consultants, Inc. 660.37%0.93%1.54%Q2 2020Q3 20216
O'Dell Group, LLC 510.02%0.03%0.03%Q3 2021Q2 20236
Stonebridge Financial Planning Group, LLC 660.00%0.00%0.01%Q4 2019Q1 20216
Golden State Wealth Management, LLC 330.01%0.03%0.07%Q1 2019Q3 20206
Ameritas Investment Company, LLC 310.00%0.15%0.84%Q4 2018Q1 20216
CANTOR FITZGERALD, L. P. 660.61%0.69%0.84%Q2 2022Q3 20236
TrueWealth Advisors, LLC 660.10%0.82%1.30%Q2 2022Q3 20236
Wealth Advisory Solutions, LLC 420.26%0.73%0.97%Q4 2019Q2 20236
Merit Financial Group, LLC 660.01%0.12%0.21%Q2 2022Q3 20236
Sargent Bickham Lagudis LLC 410.00%0.00%0.00%Q2 2019Q1 20226
SRS Capital Advisors, Inc. 210.00%0.00%0.00%Q2 2019Q4 20226
Sunbelt Securities, Inc. 310.00%0.02%0.03%Q4 2016Q3 20236
GYL FINANCIAL SYNERGIES, LLC 660.08%0.20%0.27%Q4 2021Q1 20236
Ironwood Financial, llc 660.00%0.00%0.00%Q2 2020Q3 20216
COMPASS FINANCIAL ADVISORS LLC 660.54%0.60%0.65%Q4 2021Q1 20236
Argentus Capital Management, LLC 510.00%0.02%0.10%Q4 2014Q3 20166
Lowe Wealth Advisors, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
MGO ONE SEVEN LLC 510.00%0.09%0.14%Q4 2018Q1 20226
SEI INVESTMENTS CO 410.00%0.00%0.00%Q2 2016Q2 20186
G&S Capital LLC 660.03%0.04%0.10%Q4 2018Q1 20206
Strategic Blueprint, LLC 510.00%0.21%0.39%Q3 2019Q2 20216
Mosaic Family Wealth, LLC 660.00%0.01%0.01%Q4 2017Q1 20196
Wealth & Pension Services Group, Inc. 550.21%0.26%0.40%Q3 2018Q3 20195
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Wealth Alliance Advisory Group, LLC 550.24%4.65%6.03%Q4 2017Q4 20185
Colonial River Wealth Management, LLC 550.16%0.39%0.66%Q4 2021Q4 20225
Beaumont Financial Partners, LLC 310.02%0.09%0.17%Q2 2018Q1 20225
Anfield Capital Management, LLC 410.02%0.24%0.58%Q4 2019Q2 20215
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 550.02%0.02%0.03%Q3 2020Q3 20215
ZACKS INVESTMENT MANAGEMENT 550.06%0.07%0.09%Q3 2022Q3 20235
Clear Perspectives Financial Planning, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Clal Insurance Enterprises Holdings Ltd 550.00%0.02%0.03%Q4 2014Q4 20155
Astoria Portfolio Advisors LLC. 554.94%6.31%8.46%Q3 2022Q3 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
Royal Fund Management, LLC 410.00%0.45%0.76%Q3 2017Q4 20195
KMS FINANCIAL SERVICES, INC 550.06%0.08%0.10%Q3 2013Q3 20145
BNP PARIBAS FINANCIAL MARKETS 310.00%0.01%0.06%Q2 2020Q1 20235
Cable Hill Partners, LLC 550.00%0.01%0.02%Q3 2017Q3 20185
Placemark Investments, Inc. 550.00%0.01%0.01%Q3 2013Q3 20145
MGO Private Wealth, LLC 551.37%1.62%1.98%Q3 2022Q3 20235
Horan Securities, Inc. 410.00%0.07%0.14%Q3 2020Q1 20235
AlphaMark Advisors, LLC 550.00%0.00%0.00%Q4 2016Q4 20175
Hayden Royal, LLC 210.44%0.48%0.51%Q4 2019Q2 20215
BADGLEY PHELPS & BELL INC 551.22%1.61%1.92%Q2 2020Q2 20215
Wayfinding Financial, LLC 210.30%4.47%9.10%Q4 2021Q3 20235
PECAUT & CO. 550.55%0.78%0.97%Q1 2022Q1 20235
High Net Worth Advisory Group LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Cetera Advisors LLC 410.01%0.03%0.04%Q1 2019Q3 20235
PEAK FINANCIAL ADVISORS LLC 410.26%0.37%0.61%Q4 2020Q3 20225
Badgley Phelps Wealth Managers, LLC 550.01%0.76%1.37%Q3 2021Q3 20225
Austin Private Wealth, LLC 550.29%0.87%1.36%Q4 2019Q4 20205
RiverFront Investment Group, LLC 550.08%0.12%0.17%Q1 2010Q1 20115
CreativeOne Wealth, LLC 410.02%0.04%0.08%Q2 2020Q4 20215
Vise Technologies, Inc. 550.22%0.25%0.30%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
ACAS, LLC 550.27%0.30%0.33%Q1 2021Q1 20225
Banque Cantonale Vaudoise 550.01%0.01%0.01%Q3 2022Q3 20235
GeoWealth Management, LLC 550.02%0.10%0.16%Q2 2020Q2 20215
Twelve Points Wealth Management LLC 550.28%0.56%0.74%Q4 2021Q4 20225
Strategic Asset Management, LLC 550.16%0.20%0.28%Q3 2021Q3 20225
Melone Private Wealth, LLC 550.38%0.47%0.56%Q4 2021Q4 20225
BESSEMER GROUP INC 410.00%0.00%0.00%Q1 2018Q3 20215
Latitude Advisors, LLC 550.28%0.47%0.76%Q3 2022Q3 20235
Flaharty Asset Management, LLC 552.66%2.72%2.82%Q3 2022Q3 20235
INR ADVISORY SERVICES LLC 550.00%0.01%0.02%Q1 2018Q1 20195
Vigilant Capital Management, LLC 110.00%0.00%0.01%Q1 2018Q1 20225
Canal Capital Management, LLC 410.37%1.24%2.24%Q2 2018Q3 20195
Bellwether Advisors, LLC 550.04%0.05%0.06%Q1 2022Q1 20235
Avion Wealth 550.00%0.00%0.00%Q1 2020Q1 20215
Accurate Wealth Management, LLC 550.20%0.41%0.62%Q3 2022Q3 20235
TRUST CO OF VERMONT 550.00%0.01%0.01%Q2 2022Q2 20235
Stone House Investment Management, LLC 550.13%0.41%0.62%Q3 2018Q3 20195
LWM Advisory Services, LLC 550.25%1.28%5.26%Q4 2021Q4 20225
Clearstead Advisors, LLC 320.00%0.01%0.02%Q2 2021Q4 20225
INSIGHT 2811, INC. 410.14%0.16%0.18%Q4 2019Q1 20225
HRT FINANCIAL LP 110.00%0.02%0.06%Q3 2020Q2 20235
Advisor OS, LLC 410.25%0.35%0.62%Q2 2020Q4 20215
COUNTRY TRUST BANK 320.00%0.00%0.00%Q3 2019Q4 20215
Bridgeworth, LLC 410.00%0.02%0.04%Q2 2018Q3 20235
Vestmark Advisory Solutions, Inc. 550.12%0.21%0.29%Q3 2022Q3 20235
Fieldpoint Private Securities, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
BCK Partners, Inc. 550.44%1.22%3.01%Q3 2022Q3 20235
FLC Capital Advisors 550.07%0.34%0.73%Q3 2020Q3 20215
Proficio Capital Partners LLC 550.02%0.02%0.02%Q2 2018Q2 20195
TCI Wealth Advisors, Inc. 310.01%0.02%0.03%Q4 2018Q4 20214
Lido Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 440.16%0.63%1.41%Q4 2016Q3 20174
Strategic Capital Alternatives LLC 220.01%0.42%0.84%Q3 2014Q3 20154
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.01%Q1 2018Q4 20214
Asset Dedication, LLC 110.00%0.00%0.01%Q1 2017Q3 20204
MidWestOne Financial Group, Inc. 440.12%0.15%0.18%Q2 2019Q1 20204
BOOTHBAY FUND MANAGEMENT, LLC 210.03%0.14%0.33%Q3 2018Q2 20234
Farther Finance Advisors, LLC 440.01%0.02%0.04%Q4 2022Q3 20234
Flagstone Financial Management 446.48%7.09%8.31%Q4 2022Q3 20234
Bank of New Hampshire 440.01%0.01%0.01%Q1 2022Q4 20224
Eudaimonia Partners, LLC 440.04%0.05%0.06%Q2 2022Q1 20234
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2020Q3 20234
Professional Financial Advisors, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
AVIANCE CAPITAL MANAGEMENT, LLC 210.00%0.06%0.18%Q2 2016Q4 20184
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.02%0.13%0.26%Q3 2022Q3 20234
Benedetti & Gucer, Inc. 440.20%0.24%0.28%Q1 2021Q4 20214
PDS Planning, Inc 440.19%0.22%0.27%Q4 2022Q3 20234
Ameraudi Asset Management, Inc. 440.24%1.23%3.53%Q3 2022Q2 20234
Global Wealth Management Investment Advisory, Inc. 310.01%0.02%0.05%Q4 2018Q1 20204
MILESTONE WEALTH, LLC 440.01%0.02%0.02%Q4 2021Q3 20224
Capital Investment Advisors, LLC 220.02%0.02%0.02%Q3 2016Q4 20174
CHILTON CAPITAL MANAGEMENT LLC 440.04%0.06%0.08%Q2 2013Q1 20144
Strategic Capital Group LLC 440.04%0.50%0.80%Q3 2013Q2 20144
Salomon & Ludwin, LLC 210.00%0.00%0.00%Q4 2018Q3 20234
Sigma Planning Corp 440.06%0.10%0.14%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.01%0.02%Q4 2022Q3 20234
DAVIDSON TRUST CO 440.49%0.53%0.59%Q4 2022Q3 20234
NWAM LLC 210.02%0.04%0.06%Q2 2020Q3 20234
CARDIFF PARK ADVISORS, LLC 440.10%0.11%0.11%Q4 2022Q3 20234
KESTRA PRIVATE WEALTH SERVICES, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Measured Wealth Private Client Group, LLC 310.02%0.34%0.67%Q3 2018Q3 20194
River Street Advisors LLC 440.97%1.35%1.73%Q4 2022Q3 20234
E&G Advisors, LP 440.75%0.78%0.82%Q4 2022Q3 20234
PIERSHALE FINANCIAL GROUP, INC. 440.01%0.01%0.02%Q3 2013Q2 20144
Realta Investment Advisors 220.01%0.01%0.01%Q3 2022Q3 20234
Ahrens Investment Partners LLC 310.02%0.03%0.05%Q4 2021Q1 20234
PSI Advisors, LLC 440.00%0.02%0.08%Q3 2021Q2 20224
Gerber Kawasaki Wealth & Investment Management 440.11%0.61%0.89%Q4 2022Q3 20234
Cerity Partners LLC 440.00%0.01%0.02%Q4 2022Q3 20234
COMMUNITY BANK SYSTEM, INC. 440.01%0.01%0.01%Q4 2013Q3 20144
Meiji Yasuda Life Insurance Co 440.69%0.75%0.80%Q3 2021Q2 20224
Independence Bank of Kentucky 310.00%0.01%0.02%Q3 2020Q2 20234
CoreCap Advisors, LLC 310.01%0.01%0.02%Q4 2021Q4 20224
Total Clarity Wealth Management, Inc. 310.54%0.83%1.39%Q4 2019Q4 20204
Goodman Advisory Group, LLC 440.01%0.32%0.68%Q4 2021Q3 20224
Stuart Chaussee & Associates, Inc. 440.02%0.04%0.12%Q4 2017Q3 20184
State of New Jersey Common Pension Fund D 440.17%0.18%0.19%Q4 2022Q3 20234
Systelligence, LLC 440.74%1.07%1.32%Q1 2023Q4 20234
Icon Wealth Partners, LLC 310.00%0.06%0.14%Q4 2017Q1 20194
Red Tortoise LLC 440.29%0.59%0.72%Q3 2021Q2 20224
HARBOR INVESTMENT ADVISORY, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
Addison Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Life Planning Partners, Inc 440.02%0.02%0.02%Q4 2021Q3 20224
TNF LLC 440.10%0.16%0.22%Q3 2021Q2 20224
Sharper & Granite LLC 440.52%0.61%0.71%Q4 2022Q3 20234
GODSEY & GIBB, INC 210.00%0.04%0.11%Q3 2021Q1 20234
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
Shilanski & Associates, Inc. 442.72%2.86%3.02%Q4 2022Q3 20234
Straight Path Wealth Management 442.83%3.14%3.40%Q4 2021Q3 20224
Ally Invest Advisors Inc. 440.03%0.05%0.07%Q4 2022Q3 20234
Procyon Advisors, LLC 220.01%0.03%0.05%Q1 2020Q3 20224
KARLINSKI ANDREW C 440.76%0.98%1.37%Q4 2021Q3 20224
LWMG, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Braun-Bostich & Associates Inc. 310.02%1.31%3.01%Q4 2017Q4 20194
ICA Group Wealth Management, LLC 440.03%0.07%0.11%Q4 2022Q3 20234
TRUST CO OF VIRGINIA /VA 443.17%3.43%3.57%Q4 2022Q3 20234
FCA CORP /TX 440.14%0.19%0.23%Q2 2013Q1 20144
Ford Financial Group, LLC 440.12%0.27%0.33%Q1 2022Q4 20224
J.W. COLE ADVISORS, INC. 220.02%0.02%0.02%Q1 2021Q1 20224
DRIVE WEALTH MANAGEMENT, LLC 440.18%0.27%0.36%Q4 2022Q3 20234
Private Advisory Group LLC 440.26%2.36%3.74%Q1 2017Q4 20174
NORTHERN CAPITAL MANAGEMENT LLC 440.32%0.69%1.07%Q1 2018Q4 20184
GUARDIAN WEALTH ADVISORS, LLC / NC 440.00%0.00%0.00%Q4 2021Q3 20224
Forza Wealth Management, LLC 440.38%0.62%0.82%Q4 2022Q3 20234
Paladin Advisory Group, LLC 440.05%0.08%0.12%Q4 2021Q3 20224
Private Ocean, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Cascadia Advisory Services, LLC 210.07%0.14%0.26%Q4 2019Q3 20203
LGT Financial Advisors LLC 210.41%0.53%0.76%Q4 2022Q3 20233
Fortune 45 LLC 330.86%1.99%3.07%Q4 2021Q2 20223
DUBUQUE BANK & TRUST CO 330.08%0.15%0.26%Q1 2023Q3 20233
Destiny Capital Corp/CO 330.42%0.47%0.50%Q4 2022Q2 20233
Beaumont Capital Management, LLC 331.07%1.80%2.45%Q3 2021Q1 20223
D. SCOTT NEAL, INC. 210.14%0.71%1.84%Q4 2017Q4 20193
TD Capital Management LLC 210.00%0.00%0.00%Q4 2016Q3 20203
COMMERCE BANK 330.00%0.01%0.01%Q2 2019Q4 20193
BIP Wealth, LLC 330.14%0.20%0.29%Q1 2023Q3 20233
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.03%0.23%0.36%Q3 2021Q1 20223
Portfolio Solutions, LLC 330.01%0.01%0.01%Q3 2017Q1 20183
MainStreet Investment Advisors LLC 330.06%3.15%9.19%Q2 2020Q4 20203
Founders Financial Alliance, LLC 210.01%0.01%0.01%Q2 2021Q2 20233
CHOREO, LLC 330.02%0.07%0.14%Q1 2023Q3 20233
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q1 20203
Flagship Private Wealth, LLC 330.02%0.03%0.04%Q4 2020Q2 20213
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q4 2020Q3 20233
Golden State Equity Partners 330.09%0.14%0.20%Q4 2020Q2 20213
Squarepoint Ops LLC 330.01%0.14%0.32%Q1 2023Q3 20233
Atlas Private Wealth Advisors 330.00%0.00%0.00%Q1 2021Q3 20213
Visionary Wealth Advisors 330.06%0.35%0.51%Q2 2020Q4 20203
J Arnold Wealth Management Co 330.00%0.00%0.00%Q4 2020Q2 20213
Essex Savings Bank 330.06%0.09%0.10%Q4 2018Q2 20193
LOOMIS SAYLES & CO L P 330.00%0.00%0.00%Q2 2013Q4 20133
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 332.32%2.39%2.49%Q1 2023Q3 20233
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
Round Rock Advisors, LLC 330.16%0.18%0.21%Q4 2020Q2 20213
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
ProVise Management Group, LLC 330.04%0.04%0.04%Q2 2021Q4 20213
Itau Unibanco Holding S.A. 210.13%0.21%0.25%Q4 2016Q4 20193
Barber Financial Group, Inc. 330.05%0.09%0.15%Q2 2019Q4 20193
B. Riley Wealth Advisors, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
NEW ENGLAND SECURITIES CORP /MA/ 210.00%0.00%0.00%Q1 2014Q4 20143
Truadvice, LLC 330.09%0.39%0.97%Q3 2020Q1 20213
MFA WEALTH ADVISORS, LLC 331.78%1.90%2.03%Q4 2017Q2 20183
Concert Wealth Management Inc. 210.01%0.03%0.04%Q2 2013Q3 20163
Stonebridge Capital Advisors LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Silicon Valley Capital Partners 330.00%0.00%0.00%Q1 2023Q3 20233
SageView Advisory Group, LLC 210.02%0.02%0.03%Q4 2022Q3 20233
TIEDEMANN ADVISORS, LLC 330.02%0.03%0.05%Q4 2022Q2 20233
Chessman Wealth Strategies RIA 339.25%41.04%100.00%Q2 2019Q4 20193
Solstein Capital, LLC 330.02%0.02%0.02%Q3 2021Q1 20223
Cornell Pochily Investment Advisors, Inc. 210.12%0.15%0.18%Q4 2017Q3 20233
Selective Wealth Management, Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
PRINCIPAL FINANCIAL GROUP INC 210.00%0.01%0.04%Q4 2018Q3 20193
TECTONIC ADVISORS LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Forbes Financial Planning, Inc. 334.12%4.38%4.75%Q1 2023Q3 20233
S. R. Schill & Associates 333.92%6.83%8.52%Q1 2018Q3 20183
Cape Investment Advisory, Inc. 330.00%0.02%0.03%Q1 2023Q3 20233
FEDERAL RESERVE BANK OF NEW YORK 335.58%6.04%6.90%Q4 2020Q2 20213
USCA RIA LLC 330.03%0.04%0.04%Q1 2016Q3 20163
Gateway Wealth Partners, LLC 330.13%0.20%0.25%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.54%0.57%0.61%Q1 2023Q3 20233
B. Riley Wealth Management, Inc. 330.00%0.00%0.00%Q2 2014Q4 20143
INVESTMENT PARTNERS, LTD. 330.24%0.37%0.47%Q3 2015Q1 20163
10-15 ASSOCIATES, INC. 330.14%0.24%0.42%Q1 2020Q3 20203
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Certified Advisory Corp 330.03%0.05%0.06%Q2 2019Q4 20193
Financial Freedom, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Burt Wealth Advisors 336.43%6.59%6.76%Q1 2023Q3 20233
Perennial Investment Advisors, LLC 330.19%0.22%0.23%Q1 2023Q3 20233
BKA Wealth Consulting, Inc. 331.67%2.05%2.78%Q1 2023Q3 20233
TRANSCEND CAPITAL ADVISORS, LLC 330.13%0.21%0.32%Q2 2020Q4 20203
IFC Holdings Incorporated/FL 330.03%0.03%0.04%Q3 2014Q1 20153
NorthCrest Asset Manangement, LLC 330.11%0.14%0.17%Q1 2023Q3 20233
Mach-1 Financial Group, LLC 210.03%0.10%0.24%Q2 2022Q1 20233
Y.D. More Investments Ltd 330.00%0.01%0.02%Q4 2022Q2 20233
Virtu Financial LLC 210.01%0.04%0.09%Q3 2017Q2 20183
Revisor Wealth Management LLC 330.22%0.26%0.28%Q1 2023Q3 20233
AdvicePeriod, LLC 330.06%0.07%0.08%Q3 2019Q1 20203
ONE Advisory Partners, LLC 330.24%0.35%0.50%Q2 2020Q4 20203
Hilltop Partners LLC 330.22%0.42%0.80%Q1 2023Q3 20233
MOSELEY INVESTMENT MANAGEMENT INC 330.52%0.85%1.16%Q1 2019Q3 20193
Kalos Management, Inc. 330.00%0.00%0.01%Q4 2022Q2 20233
Headlands Technologies LLC 210.03%0.07%0.16%Q4 2022Q3 20233
Vericrest Private Wealth 332.33%2.45%2.67%Q4 2021Q2 20223
Jackson Wealth Management, LLC 222.30%2.45%2.60%Q4 2017Q1 20182
RGT Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q1 2022Q2 20222
EDMOND DE ROTHSCHILD HOLDING S.A. 220.00%0.00%0.00%Q2 2023Q3 20232
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Schubert & Co 220.02%0.02%0.02%Q2 2022Q3 20222
Capital CS Group, LLC 220.23%0.24%0.24%Q3 2022Q4 20222
Freestone Capital Holdings, LLC 220.00%0.00%0.01%Q3 2020Q4 20202
Crewe Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.01%Q1 2019Q2 20192
Cherry Tree Wealth Management, LLC 225.09%5.82%6.55%Q2 2023Q3 20232
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q2 2020Q3 20222
Vestpro Financial Partners, Inc. dba CPF Texas 220.10%0.12%0.14%Q2 2018Q3 20182
Gradient Capital Advisors, LLC 220.23%0.24%0.24%Q4 2017Q1 20182
Phoenix Holdings Ltd. 220.02%0.03%0.05%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.02%0.07%0.12%Q4 2019Q1 20202
Partnervest Advisory Services LLC 220.00%0.00%0.00%Q1 2014Q2 20142
Leucadia National 220.22%0.32%0.42%Q1 2023Q2 20232
Ancora Advisors LLC 220.00%0.00%0.00%Q1 2022Q2 20222
COURIER CAPITAL LLC 220.25%0.28%0.32%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.01%0.02%0.03%Q4 2021Q1 20222
BRIGHTON JONES LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Advisors Preferred, LLC 220.01%0.04%0.06%Q3 2015Q4 20152
WFA of San Diego, LLC 110.02%0.03%0.03%Q2 2022Q4 20222
MCIA Inc 220.74%0.76%0.77%Q1 2020Q2 20202
UBS ASSET MANAGEMENT AMERICAS INC 220.00%0.00%0.00%Q2 2019Q3 20192
River Wealth Advisors LLC 220.01%0.02%0.04%Q3 2018Q4 20182
Epstein & White Financial LLC 220.13%0.14%0.14%Q4 2017Q1 20182
Financial Architects, Inc 220.00%0.01%0.01%Q4 2017Q1 20182
Linscomb & Williams, Inc. 220.02%0.02%0.02%Q4 2019Q1 20202
TimeScale Financial, Inc. 110.00%0.01%0.01%Q3 2020Q4 20212
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
OAK HARBOR WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Virtue Capital Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Sentinus, LLC 220.25%0.30%0.36%Q1 2023Q2 20232
GoalVest Advisory LLC 221.19%2.19%3.19%Q3 2023Q4 20232
UNION SAVINGS BANK 220.08%0.08%0.08%Q2 2023Q3 20232
Smart Money Group LLC 220.26%0.50%0.73%Q2 2020Q3 20202
Pacifica Partners Inc. 220.01%0.01%0.02%Q4 2019Q1 20202
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q1 2021Q2 20212
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q2 20212
LifePro Asset Management 220.16%0.23%0.30%Q2 2023Q3 20232
ALTFEST L J & CO INC 220.10%0.10%0.10%Q4 2020Q1 20212
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q2 2018Q1 20202
COWA, LLC 220.09%0.11%0.14%Q4 2020Q1 20212
Legacy CG, LLC 220.59%0.72%0.85%Q1 2022Q2 20222
Astor Investment Management LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Capital Wealth Planning, LLC 220.05%0.05%0.05%Q3 2019Q4 20192
Sandy Cove Advisors, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
Semmax Financial Advisors Inc. 220.03%0.05%0.07%Q4 2018Q1 20192
Mascoma Wealth Management LLC 220.01%0.03%0.05%Q1 2022Q2 20222
OPUS INVESTMENT MANAGEMENT INC 221.43%1.50%1.57%Q4 2020Q1 20212
SevenOneSeven Capital Management 227.29%11.50%15.70%Q4 2020Q1 20212
Paragon Capital Management LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Planned Solutions, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
BAIRD ROBERT W & CO INC /WI/ 220.02%0.02%0.02%Q1 2014Q2 20142
Dynamic Technology Lab Private Ltd 110.03%0.04%0.06%Q1 2020Q2 20222
Teamwork Financial Advisors, LLC 220.18%0.20%0.21%Q3 2020Q4 20202
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2016Q3 20212
Camarda Financial Advisors, LLC 220.02%0.02%0.02%Q1 2019Q2 20192
Kelman-Lazarov, Inc. 220.03%0.03%0.03%Q3 2016Q4 20162
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q4 20222
Equitable Holdings, Inc. 220.00%0.00%0.01%Q2 2023Q3 20232
Paulson Wealth Management Inc. 220.54%1.09%1.65%Q3 2018Q4 20182
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
KLINGENSTEIN FIELDS & CO LP 220.01%0.01%0.01%Q1 2021Q2 20212
SJS Investment Consulting Inc. 220.00%0.00%0.01%Q4 2021Q1 20222
Clarity Financial LLC 220.81%0.87%0.93%Q4 2020Q1 20212
Dixon Hughes Goodman Wealth Advisors LLC 220.28%0.33%0.38%Q4 2021Q1 20222
MARINO, STRAM & ASSOCIATES LLC 220.00%0.01%0.02%Q4 2017Q1 20182
Slocum, Gordon & Co LLP 220.01%0.01%0.01%Q4 2022Q1 20232
INTERACTIVE FINANCIAL ADVISORS, INC. 222.09%2.10%2.10%Q2 2023Q3 20232
SVA Wealth Management, LLC 220.78%0.83%0.88%Q4 2013Q1 20142
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Tranquilli Financial Advisor LLC 220.31%0.51%0.72%Q4 2021Q1 20222
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q2 20192
ROCKLAND TRUST CO 220.02%0.03%0.04%Q1 2022Q2 20222
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q1 2018Q2 20232
Karp Capital Management Corp 110.00%0.05%0.09%Q3 2017Q4 20182
American Trust 220.02%0.02%0.02%Q2 2023Q3 20232
Investors Capital Advisory Services 220.17%0.19%0.20%Q2 2013Q3 20132
TEXAS CAPITAL BANCSHARES INC/TX 220.13%0.13%0.14%Q1 2023Q2 20232
WealthOne, LLC 110.45%0.48%0.50%Q4 2018Q2 20192
WEALTHFRONT Corp 220.00%0.00%0.00%Q2 2015Q3 20152
Advisory Alpha, LLC 220.00%0.22%0.44%Q2 2018Q3 20182
Center For Asset Management LLC 220.23%0.30%0.36%Q4 2020Q1 20212
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 222.08%2.34%2.59%Q2 2023Q3 20232
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q2 2019Q3 20192
Householder Group Estate & Retirement Specialist, LLC 110.02%0.08%0.13%Q1 2023Q3 20232
Level Financial Advisors 110.00%0.01%0.01%Q2 2022Q4 20222
Beacon Financial Advisory LLC 220.21%0.24%0.27%Q3 2020Q4 20202
Genesis Wealth Advisors, LLC 220.12%0.12%0.12%Q4 2014Q1 20152
Auour Investments LLC 222.58%2.65%2.72%Q2 2023Q3 20232
Alpha Omega Wealth Management LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Safeguard Investment Advisory Group, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Wealth Advisors of Iowa, LLC 110.53%0.53%0.53%Q4 2022Q4 20221
ZRC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 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
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q1 2020Q1 20201
OLD MISSION CAPITAL, LLC 110.07%0.07%0.07%Q4 2016Q4 20161
Harbour Capital Advisors, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Fort Point Capital Partners LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Greystone Financial Group, LLC 110.48%0.48%0.48%Q4 2020Q4 20201
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Spinnaker Investment Group, LLC 110.47%0.47%0.47%Q4 2021Q4 20211
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
BLUE SQUARE ASSET MANAGEMENT, LLC 110.31%0.31%0.31%Q1 2020Q1 20201
Spectrum Planning & Advisory Services Inc. 114.12%4.12%4.12%Q4 2020Q4 20201
Allred Capital Management, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Cornerstone Advisors, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Choate Investment Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Foundations Investment Advisors, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Gemmer Asset Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Breakwater Capital Group 110.09%0.09%0.09%Q3 2023Q3 20231
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2014Q2 20141
SVB WEALTH LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Menard Financial Group LLC 111.28%1.28%1.28%Q4 2019Q4 20191
HARTLINE INVESTMENT CORP/ 110.35%0.35%0.35%Q3 2022Q3 20221
ASPIRIANT, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2020Q2 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WASHINGTON TRUST BANK 110.02%0.02%0.02%Q4 2014Q4 20141
DESTINY CAPITAL SECURITIES CORPORATION 110.43%0.43%0.43%Q3 2023Q3 20231
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
Fullerton Fund Management Co Ltd. 110.92%0.92%0.92%Q3 2019Q3 20191
Retirement Planning Group, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Regal Investment Advisors LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
OTA Financial Group L.P. 110.64%0.64%0.64%Q4 2020Q4 20201
Biltmore Capital Advisors LLC 110.09%0.09%0.09%Q4 2021Q4 20211
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
TPG Financial Advisors, LLC 116.98%6.98%6.98%Q4 2018Q4 20181
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
EVERMAY WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
INTREPID CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q2 2023Q2 20231
TrinityPoint Wealth, LLC 110.20%0.20%0.20%Q4 2018Q4 20181
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
Impact Partnership Wealth, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
CITY HOLDING CO 110.00%0.00%0.00%Q2 2021Q2 20211
Lansing Street Advisors 110.00%0.00%0.00%Q1 2022Q1 20221
Urban Wealth Management, LLC 110.86%0.86%0.86%Q2 2022Q2 20221
GFS Advisors, LLC 110.04%0.04%0.04%Q1 2016Q1 20161
GENWORTH FINANCIAL INC 110.32%0.32%0.32%Q2 2013Q2 20131
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
MONETA GROUP INVESTMENT ADVISORS LLC 110.04%0.04%0.04%Q2 2018Q2 20181
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q1 2021Q1 20211
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
TCG Advisory Services, LLC 110.09%0.09%0.09%Q1 2021Q1 20211
FIDELITY D & D BANCORP INC 115.57%5.57%5.57%Q3 2023Q3 20231
LEAVELL INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q3 2021Q3 20211
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Vivaldi Capital Management LP 110.87%0.87%0.87%Q4 2022Q4 20221
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
MATRIX PRIVATE CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
RPG Investment Advisory, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Jefferies Group LLC 110.04%0.04%0.04%Q1 2014Q1 20141
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 111.30%1.30%1.30%Q4 2021Q4 20211
Connecticut Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
EMERSON INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Horan Capital Advisors, LLC. 110.08%0.08%0.08%Q3 2020Q3 20201
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
Alera Investment Advisors, LLC 110.11%0.11%0.11%Q3 2020Q3 20201
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Ascent Group, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
RNC CAPITAL MANAGEMENT LLC 110.40%0.40%0.40%Q4 2022Q4 20221
AlphaQ Advisors LLC 110.22%0.22%0.22%Q2 2023Q2 20231
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
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
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
MRP Capital Investments, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
StoneX Group Inc. 110.09%0.09%0.09%Q4 2019Q4 20191
JAG CAPITAL MANAGEMENT, LLC 110.30%0.30%0.30%Q4 2018Q4 20181
Legacy Capital Group California, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
First Trust Bank, Ltd. 1133.52%33.52%33.52%Q4 2022Q4 20221
First County Bank /CT/ 110.22%0.22%0.22%Q4 2022Q4 20221
Gallacher Capital Management LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Roundview Capital LLC 110.37%0.37%0.37%Q3 2023Q3 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
Centiva Capital, LP 110.54%0.54%0.54%Q4 2022Q4 20221
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 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
Oakworth Capital, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
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
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
Liberty Mutual Group Asset Management Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
Paradigm Financial Partners, LLC 110.13%0.13%0.13%Q3 2019Q3 20191
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
IAG Wealth Partners, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Pinion Investment Advisors, LLC 110.46%0.46%0.46%Q3 2023Q3 20231
Financial Advisors Network, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Waterloo Capital, L.P. 110.18%0.18%0.18%Q1 2020Q1 20201
Independent Advisor Alliance 110.07%0.07%0.07%Q4 2019Q4 20191
Redhawk Wealth Advisors, Inc. 110.57%0.57%0.57%Q1 2023Q1 20231
Glassman Wealth Services 110.00%0.00%0.00%Q3 2021Q3 20211
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
NVWM, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
MBE Wealth Management, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q4 2022Q4 20221
Family Capital Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
Nilsine Partners, LLC 110.49%0.49%0.49%Q3 2023Q3 20231
Your Advocates Ltd., LLP 110.01%0.01%0.01%Q3 2020Q3 20201
Envestnet Portfolio Solutions, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
TELEMUS CAPITAL, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Walkner Condon Financial Advisors LLC 110.28%0.28%0.28%Q4 2019Q4 20191
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 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
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
Strategic Wealth Investment Group, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Clifford Group, LLC 110.81%0.81%0.81%Q3 2023Q3 20231
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
American Financial Network Advisory Services LLC 110.00%0.00%0.00%Q3 2017Q3 20171
ATTICUS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Northwest Capital Management Inc 110.00%0.00%0.00%Q2 2023Q2 20231
CXI Advisors 110.02%0.02%0.02%Q4 2019Q4 20191
Manchester Capital Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Blume Capital Management, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
TRUEWEALTH LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Private Wealth Group, LLC 110.26%0.26%0.26%Q4 2019Q4 20191
ROPES WEALTH ADVISORS LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Great Lakes Retirement, Inc. 114.14%4.14%4.14%Q3 2023Q3 20231
Connectus Wealth, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2023Q3 20231
Bridge Advisory, LLC 110.11%0.11%0.11%Q2 2021Q2 20211
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Sheaff Brock Investment Advisors, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
QUEST CAPITAL MANAGEMENT INC /ADV 110.12%0.12%0.12%Q3 2019Q3 20191
Pacific Center for Financial Services 110.01%0.01%0.01%Q3 2021Q3 20211
Western Pacific Wealth Management, LP 110.00%0.00%0.00%Q3 2022Q3 20221
Van Hulzen Asset Management, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
Navalign, LLC 110.09%0.09%0.09%Q1 2021Q1 20211
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
MinichMacGregor Wealth Management, LLC 110.10%0.10%0.10%Q4 2015Q4 20151
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
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Pinnacle Family Advisors, LLC 110.32%0.32%0.32%Q4 2020Q4 20201
Americana Partners, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
SteelPeak Wealth, LLC 111.32%1.32%1.32%Q4 2020Q4 20201
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
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
Hibernia Wealth Partners, LLC 114.74%4.74%4.74%Q3 2023Q3 20231
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Capital Planning Advisors, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Tanager Wealth Management LLP 110.20%0.20%0.20%Q3 2022Q3 20221
Savant Capital, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Financial Connections Group, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Team Financial Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
THOMASPARTNERS, INC. 111.67%1.67%1.67%Q1 2018Q1 20181
Cedar Brook Financial Partners, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Arlington Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Hudock, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Simply Money Advisors 1110.61%10.61%10.61%Q1 2018Q1 20181
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
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
Hefty Wealth Partners 110.00%0.00%0.00%Q1 2018Q1 20181
San Luis Wealth Advisors LLC 110.24%0.24%0.24%Q4 2020Q4 20201
USAdvisors Wealth Management, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
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
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
External links

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