SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2130.00%0.00%0.00%Q2 2013Q3 202367
THRIVENT FINANCIAL FOR LUTHERANS 38380.00%0.03%0.16%Q2 2014Q3 202347
Citadel Advisors 1410.00%0.00%0.01%Q4 2014Q3 202346
Cutler Group LLC / CA 17170.00%0.01%0.07%Q3 2019Q3 202345
Freedom Investment Management, Inc. 43430.09%0.39%0.89%Q1 2013Q3 202343
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.03%Q2 2013Q3 202343
Cambridge Investment Research Advisors, Inc. 42420.02%0.08%0.21%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.04%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%0.11%Q2 2013Q3 202342
LPL Financial LLC 42420.09%0.30%0.96%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.05%0.15%Q2 2013Q3 202342
GOLDMAN SACHS GROUP INC 2340.00%0.00%0.02%Q1 2012Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.03%0.04%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 21200.00%0.00%0.00%Q2 2013Q3 202341
Creative Planning 3380.00%0.01%0.04%Q2 2013Q3 202341
PRIVATE TRUST CO NA 41410.01%0.21%0.53%Q3 2013Q3 202341
LBMC INVESTMENT ADVISORS, LLC 25160.04%0.12%0.21%Q2 2013Q3 202341
Capital Advisors, Ltd. LLC 40400.01%0.02%0.03%Q4 2013Q3 202340
ARROW FINANCIAL CORP 38380.01%0.11%0.20%Q2 2014Q3 202338
Capital Directions Investment Advisors, LLC 20721.64%26.94%33.25%Q2 2013Q4 202237
HUNTINGTON NATIONAL BANK 3610.00%0.00%0.00%Q4 2013Q3 202337
SIGNATUREFD, LLC 23140.00%0.01%0.02%Q2 2013Q3 202337
CITIGROUP INC 3420.00%0.00%0.00%Q2 2013Q3 202336
UBS Group AG 36360.00%0.03%0.07%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.02%0.12%0.31%Q4 2014Q3 202336
ENVESTNET ASSET MANAGEMENT INC 2540.00%0.19%0.61%Q4 2013Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
Ameritas Investment Partners, Inc. 35350.00%0.02%0.07%Q1 2015Q3 202335
US BANCORP \DE\ 34340.00%0.00%0.02%Q2 2015Q3 202334
Raymond James Financial Services Advisors, Inc. 33330.02%0.10%0.25%Q3 2015Q3 202333
Ausdal Financial Partners, Inc. 32320.09%0.25%0.52%Q4 2015Q3 202332
IFP Advisors, Inc 17140.01%0.19%0.58%Q4 2015Q3 202331
FIFTH THIRD BANCORP 31310.00%0.00%0.01%Q1 2016Q3 202331
Lido Advisors, LLC 31310.01%0.26%1.26%Q1 2016Q3 202331
Bank of New York Mellon Corp 31310.00%0.00%0.03%Q1 2016Q3 202331
PATHSTONE FAMILY OFFICE, LLC 1420.00%0.01%0.05%Q2 2013Q3 202330
BlackRock Inc. 30300.00%0.00%0.00%Q4 2015Q1 202330
Transform Wealth, LLC 2540.33%0.89%2.41%Q2 2016Q3 202329
Private Advisor Group, LLC 2810.01%0.29%1.31%Q3 2014Q3 202329
STIFEL FINANCIAL CORP 28280.00%0.06%0.27%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.11%0.91%4.95%Q4 2016Q3 202328
Advisory Services Network, LLC 2230.00%0.03%0.13%Q1 2016Q3 202328
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2710.00%0.00%0.01%Q2 2016Q3 202328
COLONY GROUP LLC 1990.00%0.01%0.05%Q4 2013Q3 202328
AlphaMark Advisors, LLC 2520.03%0.04%0.07%Q4 2016Q3 202327
Atria Investments, Inc 2020.02%0.14%0.64%Q4 2015Q3 202327
Pacific Center for Financial Services 2430.00%0.01%0.01%Q4 2016Q3 202327
Plante Moran Financial Advisors, LLC 27270.08%0.18%0.28%Q1 2017Q3 202327
FIRST NATIONAL TRUST CO 27270.20%1.69%2.52%Q1 2017Q3 202327
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2060.00%0.13%0.46%Q1 2014Q3 202326
ASSETMARK, INC 2210.00%0.12%0.72%Q2 2014Q3 202326
Marietta Wealth Management, LLC 26260.38%0.49%0.61%Q2 2017Q3 202326
JPMORGAN CHASE & CO 2010.00%0.00%0.01%Q4 2013Q3 202326
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.00%0.15%0.96%Q3 2013Q4 201926
Janney Montgomery Scott LLC 26260.00%0.14%0.35%Q2 2017Q3 202326
GenWealth Group, Inc. 26260.14%1.14%2.11%Q2 2017Q3 202326
BB&T SECURITIES, LLC 26260.01%0.01%0.02%Q2 2013Q3 201926
IHT Wealth Management, LLC 26260.01%1.15%2.78%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.02%0.10%0.22%Q2 2017Q3 202326
Kingsview Wealth Management, LLC 2060.21%0.60%0.96%Q1 2017Q3 202326
Jackson, Grant Investment Advisers, Inc. 25250.07%0.26%0.39%Q3 2017Q3 202325
Jacobi Capital Management LLC 25250.00%0.05%0.82%Q3 2017Q3 202325
Cetera Advisors LLC 2410.01%0.06%0.14%Q4 2015Q3 202325
Moloney Securities Asset Management, LLC 25250.11%0.79%1.35%Q3 2017Q3 202325
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 25250.00%0.23%0.44%Q3 2017Q3 202325
Iowa State Bank 25250.46%0.76%1.03%Q3 2017Q3 202325
AMERICAN INTERNATIONAL GROUP, INC. 2140.00%0.07%0.16%Q2 2015Q3 202325
Cetera Advisor Networks LLC 25250.01%0.15%0.52%Q3 2017Q3 202325
SYNOVUS FINANCIAL CORP 2320.00%0.29%1.34%Q1 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.11%0.17%0.22%Q4 2017Q3 202324
OARSMAN CAPITAL, INC. 24241.69%3.26%5.61%Q4 2017Q3 202324
PLIMOTH TRUST CO LLC 24240.24%0.29%0.36%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.02%0.18%0.70%Q4 2017Q3 202324
Sigma Planning Corp 1810.01%0.02%0.04%Q1 2015Q3 202324
SIGNET FINANCIAL MANAGEMENT, LLC 24240.23%2.93%7.60%Q4 2017Q3 202324
OneDigital Investment Advisors LLC 2010.00%0.06%0.16%Q2 2017Q3 202324
CHURCHILL MANAGEMENT Corp 24240.01%0.11%0.63%Q4 2017Q3 202324
Capital Investment Advisory Services, LLC 24240.06%0.21%0.38%Q4 2017Q3 202324
LINCOLN NATIONAL CORP 24240.02%0.03%0.05%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.04%0.35%1.08%Q4 2017Q3 202324
First Heartland Consultants, Inc. 24240.16%1.99%6.10%Q4 2017Q3 202324
RFG Advisory, LLC 24240.77%5.05%8.14%Q4 2017Q3 202324
Geneos Wealth Management Inc. 24240.01%0.24%0.72%Q4 2017Q3 202324
AlphaStar Capital Management, LLC 24240.55%5.37%9.71%Q4 2017Q3 202324
First Horizon Advisors, Inc. 1060.00%0.00%0.00%Q3 2013Q3 202324
OLD SECOND NATIONAL BANK OF AURORA 24240.00%0.03%0.04%Q4 2017Q3 202324
Steward Partners Investment Advisory, LLC 24240.01%0.04%0.17%Q4 2017Q3 202324
Mariner, LLC 2310.00%0.04%0.12%Q3 2016Q3 202324
Sunbelt Securities, Inc. 24240.02%0.17%0.39%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.05%0.27%0.88%Q4 2017Q3 202324
Pinnacle Wealth Planning Services, Inc. 24240.50%2.34%4.51%Q4 2017Q3 202324
NOTTINGHAM ADVISORS, INC. 24240.10%4.13%5.86%Q4 2017Q3 202324
Cornerstone Wealth Management, LLC 1110.07%0.38%0.76%Q1 2016Q3 202324
PFG Advisors 24240.05%0.12%0.30%Q4 2017Q3 202324
Advisory Alpha, LLC 22220.00%7.99%14.27%Q2 2018Q3 202324
GIRARD PARTNERS LTD. 24240.36%0.84%1.28%Q4 2017Q3 202324
Community Bank, N.A. 23230.06%0.12%0.25%Q1 2018Q3 202323
WRAPMANAGER INC 23232.16%2.81%3.58%Q1 2018Q3 202323
Baird Financial Group, Inc. 23230.00%0.01%0.02%Q1 2018Q3 202323
FOUNDERS FINANCIAL SECURITIES LLC 23231.14%5.01%10.03%Q1 2018Q3 202323
ACG Wealth 23230.04%0.06%0.08%Q1 2017Q3 202223
JANE STREET GROUP, LLC 610.00%0.01%0.02%Q2 2014Q3 202323
Arete Wealth Advisors, LLC 23230.09%0.26%0.56%Q1 2018Q3 202323
WealthShield Partners, LLC 1670.00%0.18%0.40%Q4 2017Q3 202323
Focused Wealth Management, Inc 23238.84%12.21%14.64%Q1 2018Q3 202323
Valmark Advisers, Inc. 23231.50%4.74%5.98%Q1 2018Q3 202323
Capital Advisory Group Advisory Services, LLC 23230.26%1.10%2.73%Q1 2018Q3 202323
Financial Planning & Information Services, Inc. 23230.83%7.03%9.64%Q1 2018Q3 202323
MACROVIEW INVESTMENT MANAGEMENT LLC 23230.01%0.15%0.62%Q1 2018Q3 202323
Winch Advisory Services, LLC 23230.00%0.22%2.54%Q1 2018Q3 202323
INSPIRION WEALTH ADVISORS, LLC 23234.06%7.69%10.94%Q1 2018Q3 202323
FRANKLIN RESOURCES INC 23230.00%0.00%0.00%Q1 2018Q3 202323
JNBA Financial Advisors 2010.01%1.66%3.11%Q3 2016Q3 202323
Tower Research Capital LLC (TRC) 810.00%0.03%0.15%Q4 2013Q3 202322
Fernwood Investment Management, LLC 22220.18%0.44%0.57%Q2 2018Q3 202322
Mutual Advisors, LLC 22220.05%0.28%0.91%Q2 2018Q3 202322
Pure Financial Advisors, LLC 22220.02%0.06%0.12%Q3 2018Q4 202322
Horizon Investments, LLC 11112.64%5.84%11.55%Q1 2018Q3 202322
MONETA GROUP INVESTMENT ADVISORS LLC 22220.02%0.14%0.60%Q2 2018Q3 202322
FINANCIAL CONSULATE, INC 1570.08%3.54%8.91%Q1 2018Q3 202322
Invesco Ltd. 22220.00%0.00%0.00%Q2 2018Q3 202322
Good Life Advisors, LLC 22220.16%0.65%1.26%Q2 2018Q3 202322
CALTON & ASSOCIATES, INC. 1910.04%0.23%3.00%Q4 2017Q3 202322
Snowden Capital Advisors LLC 1480.08%0.43%0.78%Q1 2018Q3 202322
CAPTRUST FINANCIAL ADVISORS 22220.00%0.02%0.07%Q2 2018Q3 202322
PFS INVESTMENTS INC. 22221.00%2.78%6.18%Q1 2018Q2 202322
Probity Advisors, Inc. 1220.32%1.23%1.45%Q4 2017Q3 202322
Avior Wealth Management, LLC 22220.16%0.37%0.85%Q2 2018Q3 202322
Occidental Asset Management, LLC 22220.12%1.31%1.96%Q2 2018Q3 202322
BURNEY CO/ 22220.02%0.18%0.26%Q2 2018Q3 202322
Wealthcare Advisory Partners LLC 22220.05%0.21%0.54%Q2 2018Q3 202322
Private Ocean, LLC 930.00%0.02%0.04%Q4 2017Q3 202321
CREATIVE FINANCIAL DESIGNS INC /ADV 21210.01%0.03%0.09%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.09%0.15%Q3 2018Q3 202321
Raab & Moskowitz Asset Management LLC 21210.05%0.59%0.86%Q3 2018Q3 202321
Covington Capital Management 21210.00%0.00%0.00%Q3 2017Q3 202221
Starfire Investment Advisers, Inc. 11102.94%3.30%3.94%Q1 2015Q2 202021
Simplicity Solutions, LLC 21210.03%0.27%0.82%Q3 2018Q3 202321
AE Wealth Management LLC 21210.05%0.52%0.84%Q3 2018Q3 202321
Allworth Financial LP 21211.44%2.84%6.14%Q3 2018Q3 202321
CWM, LLC 1380.00%0.17%0.49%Q2 2018Q3 202321
Baltimore-Washington Financial Advisors, Inc. 21210.09%0.54%1.44%Q3 2018Q3 202321
Brinker Capital Investments, LLC 1140.00%0.01%0.08%Q4 2015Q4 202221
J.P. Morgan Private Wealth Advisors LLC 21210.00%0.05%0.20%Q3 2018Q3 202321
NEXT Financial Group, Inc 1420.01%0.10%0.26%Q3 2014Q4 202121
FMR LLC 21210.00%0.01%0.02%Q3 2018Q3 202321
BANK OF MONTREAL /CAN/ 1010.00%0.00%0.00%Q4 2013Q3 202321
Parsec Financial Management, Inc. 21210.02%0.16%0.27%Q1 2018Q1 202321
Cypress Capital Management LLC (WY) 21210.00%0.00%0.00%Q4 2016Q4 202121
WALLER FINANCIAL PLANNING GROUP, INC 21211.22%2.16%3.44%Q4 2018Q4 202321
CENTAURUS FINANCIAL, INC. 1210.00%0.10%0.35%Q2 2018Q3 202320
Towerpoint Wealth, LLC 20200.32%0.76%1.74%Q4 2018Q3 202320
ERn Financial, LLC 20202.40%4.22%6.66%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.01%0.72%2.41%Q1 2018Q3 202320
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q3 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20201.93%2.89%5.06%Q4 2018Q3 202320
Carnegie Capital Asset Management, LLC 20200.35%0.41%0.51%Q4 2018Q3 202320
BLAIR WILLIAM & CO/IL 1550.00%0.00%0.01%Q2 2018Q3 202320
Texas Yale Capital Corp. 20200.02%0.02%0.03%Q4 2018Q3 202320
TPG Financial Advisors, LLC 20205.86%7.16%9.88%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.00%0.09%0.24%Q4 2018Q3 202320
Edmonds Duncan Registered Investment Advisors, LLC 20200.10%4.78%7.20%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.03%0.11%Q4 2018Q3 202320
V Wealth Advisors LLC 1640.16%0.23%0.46%Q1 2016Q2 202320
Centerpoint Advisors, LLC 20200.35%2.05%6.24%Q4 2018Q3 202320
Executive Wealth Management, LLC 20200.02%1.93%3.60%Q4 2018Q3 202320
Brio Consultants, LLC 20200.10%1.07%4.40%Q4 2018Q3 202320
Alpha Cubed Investments, LLC 20200.02%0.03%0.04%Q4 2018Q3 202320
Continuum Advisory, LLC 20200.26%0.53%1.12%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.02%0.06%0.33%Q4 2018Q3 202320
Ford Financial Group, LLC 1826.40%11.79%16.26%Q4 2017Q1 202320
American Portfolios Advisors 20200.01%0.21%0.48%Q4 2017Q3 202220
Patriot Financial Group Insurance Agency, LLC 20200.01%0.75%1.86%Q4 2018Q3 202320
COURIER CAPITAL LLC 1910.03%1.17%1.70%Q3 2018Q3 202320
NICOLET ADVISORY SERVICES, LLC 19199.24%13.70%17.41%Q1 2019Q3 202319
Ballast, Inc. 19190.11%0.73%2.05%Q1 2019Q3 202319
RDA Financial Network 19190.12%0.16%0.28%Q1 2019Q3 202319
Global Retirement Partners, LLC 1270.00%0.20%0.50%Q4 2018Q3 202319
Capital Analysts, LLC 1810.01%0.36%1.53%Q4 2018Q3 202319
B. Riley Wealth Advisors, Inc. 1010.00%0.19%0.57%Q2 2014Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Marquette Asset Management, LLC 19190.02%0.02%0.03%Q1 2019Q3 202319
Rehmann Capital Advisory Group 1540.00%0.15%0.35%Q3 2018Q3 202319
Front Row Advisors LLC 19190.03%0.04%0.04%Q1 2019Q3 202319
D.A. DAVIDSON & CO. 19190.01%0.01%0.01%Q4 2018Q2 202319
Money Design Co.,Ltd. 1450.00%2.08%3.85%Q4 2018Q3 202319
TSFG, LLC 19190.00%0.27%1.18%Q1 2019Q3 202319
Valtinson Bruner Financial Planning LLC 1450.14%1.75%4.03%Q4 2018Q3 202319
MITCHELL SINKLER & STARR/PA 1810.24%0.85%1.80%Q3 2018Q2 202319
Measured Wealth Private Client Group, LLC 1810.00%12.29%17.08%Q3 2018Q3 202319
MOSELEY INVESTMENT MANAGEMENT INC 19190.18%0.26%0.40%Q1 2019Q3 202319
Altium Wealth Management LLC 19191.30%2.51%3.85%Q4 2017Q2 202219
Cooper Financial Group 1710.18%0.95%1.81%Q4 2018Q3 202318
CCG WEALTH MANAGEMENT, LLC 18180.20%5.07%10.15%Q2 2019Q3 202318
NICOLET BANKSHARES INC 1710.10%5.46%8.10%Q1 2018Q3 202318
Wambolt & Associates, LLC 18180.18%0.61%1.06%Q2 2019Q3 202318
Dynamic Advisor Solutions LLC 18180.01%0.06%0.11%Q4 2018Q1 202318
Private Capital Group, LLC 18180.01%0.02%0.03%Q4 2017Q1 202218
Diligent Investors, LLC 18182.08%3.83%4.78%Q2 2019Q3 202318
Investors Research Corp 18180.08%0.93%1.98%Q2 2019Q3 202318
OLD NATIONAL BANCORP /IN/ 18180.04%1.62%2.01%Q2 2019Q3 202318
OPPENHEIMER ASSET MANAGEMENT INC. 18180.00%0.05%0.06%Q2 2019Q3 202318
Regal Investment Advisors LLC 1010.08%0.22%0.78%Q3 2018Q3 202318
Parallel Advisors, LLC 1710.00%0.01%0.01%Q1 2019Q3 202318
NorthRock Partners, LLC 18180.09%5.24%7.01%Q2 2019Q3 202318
JANICZEK WEALTH MANAGEMENT, LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
Meridian Wealth Management, LLC 18180.07%0.53%1.90%Q2 2019Q3 202318
Doyle Wealth Management 18180.04%0.65%1.56%Q2 2018Q3 202218
Lantz Financial LLC 18180.28%0.85%1.56%Q2 2019Q3 202318
LexAurum Advisors, LLC 18180.19%0.65%1.20%Q2 2019Q3 202318
Cerity Partners LLC 18180.00%0.04%0.07%Q2 2019Q3 202318
REILLY FINANCIAL ADVISORS, LLC 1710.01%0.08%0.12%Q3 2013Q4 202118
Commonwealth Equity Services, Inc 18180.02%0.08%0.12%Q2 2013Q3 201718
Koshinski Asset Management, Inc. 1610.04%0.23%0.40%Q3 2018Q3 202318
MERCER GLOBAL ADVISORS INC /ADV 1620.01%0.01%0.03%Q1 2019Q3 202318
SEI INVESTMENTS CO 1010.00%0.00%0.00%Q2 2016Q3 202317
StrategIQ Financial Group, LLC 17170.23%0.96%1.35%Q3 2019Q3 202317
CONDOR CAPITAL MANAGEMENT 17170.03%0.13%0.26%Q1 2018Q1 202217
RETIREMENT INCOME SOLUTIONS, INC 17170.16%1.52%2.70%Q3 2019Q3 202317
Providence Wealth Advisors, LLC 17170.52%2.38%3.18%Q1 2019Q1 202317
FIRST NATIONAL CORP /MA/ /ADV 1430.05%0.15%0.49%Q1 2019Q3 202317
Financial Engines Advisors L.L.C. 17170.00%1.79%3.46%Q3 2019Q3 202317
USCA RIA LLC 17170.04%0.43%1.09%Q2 2017Q2 202117
Global Strategic Investment Solutions, LLC 17170.12%0.38%0.61%Q3 2019Q3 202317
Foresight Wealth Management, LLC 17170.20%5.50%14.61%Q4 2018Q4 202217
Cedar Brook Financial Partners, LLC 1030.06%0.32%0.92%Q4 2018Q3 202317
Lowe Wealth Advisors, LLC 17170.02%0.02%0.03%Q4 2019Q4 202317
IPG Investment Advisors LLC 1070.05%0.11%0.17%Q4 2018Q3 202317
Mosaic Family Wealth, LLC 17170.01%0.26%0.48%Q4 2017Q4 202117
Salomon & Ludwin, LLC 17170.03%0.13%0.21%Q3 2019Q3 202317
COLTON GROOME FINANCIAL ADVISORS, LLC 1250.10%0.91%3.49%Q2 2019Q3 202317
One Capital Management, LLC 1010.01%0.76%3.19%Q3 2014Q3 202317
Aptus Capital Advisors, LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
Rockefeller Capital Management L.P. 17170.00%0.01%0.02%Q3 2019Q3 202317
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1520.00%0.00%0.01%Q1 2015Q2 201917
Cetera Investment Advisers 17170.02%0.12%0.33%Q3 2019Q3 202317
HBW ADVISORY SERVICES LLC 17170.25%0.37%0.58%Q3 2019Q3 202317
RESTON WEALTH MANAGEMENT LLC 171712.54%15.81%20.26%Q3 2019Q3 202317
Clear Creek Financial Management, LLC 1010.32%1.53%3.56%Q2 2019Q3 202316
MANAGED ACCOUNT SERVICES INC 16160.30%2.80%5.56%Q4 2017Q3 202116
FIRST NATIONAL BANK OF OMAHA 16160.03%0.03%0.04%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.46%2.48%4.39%Q4 2019Q3 202316
PFG Private Wealth Management, LLC 16162.82%6.63%11.52%Q4 2019Q3 202316
DUNCKER STREETT & CO INC 16160.01%0.01%0.01%Q4 2019Q3 202316
SII INVESTMENTS INC/WI 810.02%0.04%0.07%Q2 2013Q3 201716
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 810.03%0.07%0.22%Q4 2013Q3 202116
People's United Financial, Inc. 1510.01%0.50%1.16%Q4 2017Q1 202216
Connecticut Wealth Management, LLC 1111.35%3.48%5.51%Q2 2019Q3 202316
Permanens Capital L.P. 1310.03%1.11%4.32%Q1 2019Q3 202316
STEPHENS INC /AR/ 1420.01%0.01%0.02%Q3 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.01%0.02%0.03%Q4 2019Q3 202316
Beacon Pointe Advisors, LLC 1420.01%0.06%0.10%Q2 2019Q3 202316
Gradient Investments LLC 1330.00%0.01%0.02%Q1 2018Q3 202316
Relyea Zuckerberg Hanson LLC 16161.25%2.50%4.13%Q4 2019Q3 202316
Savant Capital, LLC 16160.01%0.23%1.21%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.03%0.17%Q4 2019Q3 202316
Affinity Capital Advisors, LLC 16161.40%3.59%7.94%Q4 2019Q3 202316
Ayalon Insurance Comp Ltd. 16160.00%0.29%0.52%Q4 2019Q3 202316
NORTHERN TRUST CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.01%1.26%3.58%Q4 2019Q3 202316
9258 Wealth Management, LLC 16160.21%0.91%3.26%Q4 2019Q3 202316
PAX Financial Group, LLC 16161.14%1.40%2.03%Q4 2019Q3 202316
Balentine LLC 1420.00%2.31%5.56%Q4 2018Q3 202316
Clarus Wealth Advisors 16162.11%7.67%13.09%Q1 2019Q4 202216
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 16160.33%0.84%1.78%Q4 2019Q3 202316
Bridgeworth, LLC 1510.02%3.43%12.40%Q2 2018Q3 202316
IAG Wealth Partners, LLC 16160.92%1.34%1.75%Q4 2019Q3 202316
TCI Wealth Advisors, Inc. 1510.00%0.01%0.06%Q4 2018Q1 202316
BALLAST ADVISORS LLC 16160.16%0.24%0.35%Q4 2019Q3 202316
FAS Wealth Partners, Inc. 16160.00%0.02%0.07%Q4 2019Q3 202316
Fusion Capital, LLC 16160.16%0.22%0.32%Q4 2019Q3 202316
IndexIQ Advisors LLC 16160.00%0.05%0.12%Q1 2018Q4 202116
McKinley Carter Wealth Services, Inc. 1240.02%0.05%0.11%Q3 2019Q3 202316
Fiduciary Group LLC 16160.03%0.05%0.08%Q4 2019Q3 202316
NewEdge Advisors, LLC 16160.02%0.26%0.66%Q4 2019Q3 202316
Certified Advisory Corp 1150.06%0.18%0.37%Q2 2019Q3 202316
Truvestments Capital LLC 610.02%0.06%0.17%Q3 2018Q3 202316
TRUIST FINANCIAL CORP 16160.02%0.02%0.04%Q4 2019Q3 202316
MARINER INDEPENDENT ADVISOR NETWORK, LLC 16160.34%0.63%1.02%Q4 2018Q3 202216
Linscomb & Williams, Inc. 16160.02%0.04%0.16%Q4 2019Q3 202316
TRUEFG, LLC 161611.74%12.61%13.20%Q4 2019Q3 202316
John W. Brooker & Co., CPAs 16160.15%0.28%0.54%Q4 2019Q3 202316
Merit Financial Group, LLC 16160.02%0.61%1.10%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.28%0.66%1.28%Q1 2020Q3 202315
BT Wealth Management LLC 15150.13%0.26%0.32%Q4 2018Q2 202215
Voya Financial Advisors, Inc. 820.03%0.19%0.53%Q3 2017Q4 202115
Key FInancial Inc 15150.17%0.96%1.70%Q1 2020Q3 202315
M&T BANK CORP 15150.00%0.03%0.08%Q1 2020Q3 202315
Carroll Financial Associates, Inc. 15150.00%0.00%0.00%Q2 2018Q4 202115
GREAT VALLEY ADVISOR GROUP, INC. 15150.17%0.87%1.21%Q1 2020Q3 202315
STATE STREET CORP 910.00%0.00%0.01%Q1 2014Q2 202315
Advisor Group, Inc. 15150.00%0.30%1.35%Q2 2016Q4 201915
CX Institutional 15150.06%0.22%0.74%Q1 2020Q3 202315
Teamwork Financial Advisors, LLC 15150.05%0.09%0.18%Q1 2020Q3 202315
WealthPLAN Partners, LLC 910.03%0.17%0.54%Q1 2017Q4 202315
DOHJ, LLC 1410.10%0.15%0.18%Q4 2019Q3 202315
Sequent Asset Management, LLC 1410.28%2.45%5.76%Q4 2019Q3 202315
TOBIAS FINANCIAL ADVISORS, INC. 870.38%1.33%2.49%Q4 2019Q3 202315
Advisors Capital Management, LLC 15150.02%0.08%0.21%Q1 2020Q3 202315
Arkfeld Wealth Strategies, L.L.C. 15150.51%0.60%0.68%Q1 2020Q3 202315
SHINE INVESTMENT ADVISORY SERVICES INC 15150.11%0.12%0.15%Q1 2017Q3 202015
Wallington Asset Management, LLC 1320.05%0.08%0.12%Q3 2019Q3 202315
CONFLUENCE INVESTMENT MANAGEMENT LLC 15150.09%0.21%0.37%Q1 2020Q3 202315
Sowell Financial Services LLC 1050.00%0.09%0.28%Q3 2019Q3 202315
Abbot Financial Management, Inc. 1410.13%0.16%0.18%Q4 2019Q3 202315
CITIZENS FINANCIAL GROUP INC/RI 15150.03%0.13%0.20%Q1 2020Q3 202315
Stratos Wealth Advisors, LLC 15150.03%0.11%0.34%Q1 2020Q3 202315
Clearwater Capital Advisors, LLC 15150.08%0.17%0.38%Q2 2016Q4 201915
Clark Capital Management Group, Inc. 910.01%1.82%3.55%Q1 2018Q3 202315
RIVERSEDGE ADVISORS, LLC 15156.39%8.06%10.00%Q1 2020Q3 202315
Homrich & Berg 15150.03%1.64%3.65%Q1 2018Q3 202115
WADE G W & INC 15150.02%0.03%0.04%Q1 2020Q3 202315
Alera Investment Advisors, LLC 15151.30%5.73%7.74%Q1 2020Q3 202315
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 920.04%1.02%1.52%Q3 2019Q3 202315
SG Americas Securities, LLC 1010.00%0.01%0.04%Q2 2013Q3 201815
First Allied Advisory Services, Inc. 710.00%0.08%0.19%Q2 2014Q3 202015
SONATA CAPITAL GROUP INC 15150.11%0.13%0.29%Q1 2020Q3 202315
ATTICUS WEALTH MANAGEMENT, LLC 1410.00%0.48%2.38%Q4 2019Q3 202315
Tradewinds Capital Management, LLC 1410.00%2.32%9.66%Q4 2019Q3 202315
NewSquare Capital LLC 15150.30%0.60%1.02%Q1 2020Q3 202315
Ackerman Capital Advisors, LLC 15154.22%8.63%13.63%Q1 2020Q3 202315
Visionary Wealth Advisors 15150.04%0.11%0.20%Q1 2020Q3 202315
Larson Financial Group LLC 15150.00%0.22%0.97%Q1 2020Q3 202315
TRANSCEND CAPITAL ADVISORS, LLC 960.09%0.69%2.07%Q4 2019Q3 202315
New England Investment & Retirement Group, Inc. 15151.06%1.58%2.41%Q1 2018Q3 202115
ERTS Wealth Advisors, LLC 15153.73%9.97%14.12%Q1 2020Q3 202315
Belpointe Asset Management LLC 1410.03%0.10%0.19%Q3 2018Q1 202315
E&G Advisors, LP 15150.48%0.64%0.74%Q3 2018Q1 202215
Triton Wealth Management, PLLC 15151.20%2.46%4.43%Q1 2020Q3 202315
Klingman & Associates, LLC 15152.67%3.12%3.63%Q1 2020Q3 202315
Prostatis Group LLC 15150.17%1.94%4.71%Q4 2019Q2 202315
Integrated Wealth Concepts LLC 14140.02%0.11%0.50%Q2 2020Q3 202314
EAGLE GLOBAL ADVISORS LLC 14140.02%0.02%0.03%Q2 2020Q3 202314
BENJAMIN EDWARDS INC 14140.18%0.62%1.43%Q2 2020Q3 202314
Garrett Wealth Advisory Group, LLC 1310.01%5.88%10.33%Q3 2019Q3 202314
MBM Wealth Consultants, LLC 14140.21%0.39%0.81%Q2 2020Q3 202314
Royal Fund Management, LLC 14140.01%0.74%1.76%Q4 2016Q1 202014
Dakota Wealth Management 14140.04%0.14%0.38%Q2 2020Q3 202314
Vectors Research Management, LLC 14140.01%3.44%5.94%Q1 2019Q2 202214
Costello Asset Management, INC 14140.01%0.01%0.02%Q2 2020Q3 202314
Redhawk Wealth Advisors, Inc. 710.05%0.80%8.70%Q3 2018Q4 202214
Brookstone Capital Management 1010.01%0.52%2.50%Q2 2019Q3 202314
Symphony Financial, Ltd. Co. 14142.91%5.17%7.06%Q2 2020Q3 202314
Bremer Bank National Association 14140.06%0.07%0.08%Q2 2020Q3 202314
Virtue Capital Management, LLC 710.02%0.20%0.57%Q4 2017Q4 202214
AMG National Trust Bank 14140.01%0.01%0.01%Q2 2020Q3 202314
SCS Capital Management LLC 14140.57%1.04%1.48%Q2 2020Q3 202314
Prime Capital Investment Advisors, LLC 860.01%0.08%0.34%Q3 2019Q3 202314
Graypoint LLC 14140.23%1.66%4.16%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 810.04%0.09%0.15%Q4 2019Q3 202314
Csenge Advisory Group 610.02%0.23%0.67%Q2 2018Q3 202314
CLIENT 1ST ADVISORY GROUP, LLC 1130.12%0.35%2.16%Q4 2019Q3 202314
Waldron Private Wealth LLC 14140.03%0.06%0.11%Q2 2020Q3 202314
Leicht Financial Planning & Wealth Management, Inc. 14144.74%9.98%18.41%Q2 2020Q3 202314
BENJAMIN F. EDWARDS & COMPANY, INC. 14140.45%1.26%2.74%Q2 2020Q3 202314
Fragasso Group Inc. 14140.03%0.13%0.34%Q3 2020Q4 202314
VICUS CAPITAL 14140.76%1.04%1.36%Q2 2020Q3 202314
Clear Perspective Advisors, LLC 860.00%0.24%0.52%Q1 2018Q4 202114
Miracle Mile Advisors, LLC 13130.03%0.05%0.06%Q3 2020Q3 202313
Keystone Financial Group 1120.45%1.04%2.10%Q2 2020Q3 202313
JT Stratford LLC 13130.07%0.36%0.73%Q3 2020Q3 202313
CWA Asset Management Group, LLC 13130.03%0.04%0.06%Q3 2020Q3 202313
Intercontinental Wealth Advisors, LLC 13130.08%0.10%0.12%Q2 2020Q2 202313
Kestra Advisory Services, LLC 13130.07%0.18%0.36%Q3 2020Q3 202313
Western Wealth Management, LLC 850.16%0.52%0.83%Q2 2020Q3 202313
Berkshire Bank 13130.28%1.01%1.66%Q3 2020Q3 202313
Bristlecone Advisors, LLC 13130.05%0.15%0.24%Q3 2020Q3 202313
Founders Capital Management 13132.55%3.77%4.73%Q4 2020Q4 202313
TIAA, FSB 13130.01%0.10%0.28%Q2 2020Q2 202313
EP Wealth Advisors, LLC 940.01%0.01%0.02%Q2 2020Q3 202313
Bogart Wealth, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
FORVIS Wealth Advisors, LLC 13130.01%0.04%0.07%Q3 2020Q3 202313
Asset Management Group, Inc. 13130.13%0.62%0.79%Q3 2020Q3 202313
CGN Advisors LLC 13131.04%1.46%2.26%Q4 2020Q4 202313
DONALDSON CAPITAL MANAGEMENT, LLC 13130.01%0.03%0.06%Q3 2020Q3 202313
Vigilare Wealth Management 1210.12%0.18%0.27%Q3 2020Q4 202313
GPS Wealth Strategies Group, LLC 13130.16%0.65%1.53%Q3 2020Q3 202313
MYCIO WEALTH PARTNERS, LLC 13130.07%0.08%0.09%Q4 2016Q4 201913
Chicago Partners Investment Group LLC 1030.00%0.04%0.07%Q1 2018Q3 202313
Essex Financial Services, Inc. 13130.04%0.07%0.12%Q3 2020Q3 202313
MERITAGE PORTFOLIO MANAGEMENT 13130.51%0.73%1.60%Q3 2020Q3 202313
Realta Investment Advisors 850.02%0.07%0.20%Q1 2019Q3 202313
GeoWealth Management, LLC 940.00%0.35%1.08%Q1 2020Q3 202313
FinTrust Capital Advisors, LLC 13130.03%0.05%0.06%Q3 2020Q3 202313
Private Portfolio Partners LLC 13130.09%0.29%0.43%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
YHB Investment Advisors, Inc. 13130.14%0.18%0.22%Q3 2020Q3 202313
Jackson Wealth Management, LLC 13131.00%2.40%3.74%Q4 2017Q4 202013
Laurel Wealth Advisors, Inc. 13130.06%0.35%0.64%Q4 2019Q4 202213
Trilogy Capital Inc. 1210.02%1.39%3.15%Q1 2019Q3 202313
BOKF, NA 610.00%0.04%0.06%Q1 2020Q3 202312
Rodgers & Associates, LTD 12124.68%5.05%5.70%Q4 2020Q3 202312
Sheaff Brock Investment Advisors, LLC 840.02%0.03%0.03%Q1 2020Q3 202312
RAYMOND JAMES TRUST N.A. 510.01%0.01%0.03%Q2 2018Q3 202312
Echo Wealth Management, LLC 12124.05%8.91%17.05%Q4 2020Q3 202312
Providence Capital Advisors, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Pinnacle Family Advisors, LLC 12120.38%0.45%0.69%Q4 2020Q3 202312
Wells Financial Advisors INC 12124.08%6.69%10.70%Q4 2020Q3 202312
ECLECTIC ASSOCIATES INC /ADV 12120.11%0.18%0.28%Q4 2020Q3 202312
Prospera Financial Services Inc 810.02%0.22%0.87%Q2 2019Q3 202312
Compton Financial Group, LLC 121210.56%13.44%15.83%Q4 2020Q3 202312
N.E.W. Advisory Services LLC 12120.05%0.18%0.88%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.10%0.23%0.49%Q4 2018Q3 202112
Alexandria Capital, LLC 12120.08%0.11%0.12%Q4 2018Q3 202112
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 12120.05%0.07%0.09%Q4 2020Q3 202312
CREDIT SUISSE AG/ 12120.00%0.00%0.00%Q1 2013Q4 201512
Thrive Capital Management, LLC 12122.93%5.55%8.86%Q4 2020Q3 202312
Capital Planning Advisors, LLC 12120.34%0.46%0.56%Q3 2019Q2 202212
MAI Capital Management 12120.01%0.01%0.01%Q4 2020Q3 202312
HNP Capital LLC 12121.35%3.66%6.43%Q1 2019Q4 202112
Mach-1 Financial Group, LLC 12120.04%1.76%15.99%Q4 2020Q3 202312
Harbor Group, Inc. 12122.72%4.53%6.10%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Spotlight Asset Group, Inc. 810.16%0.28%0.42%Q4 2019Q3 202312
MCDONALD PARTNERS LLC 12120.12%0.29%0.53%Q4 2020Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.17%0.39%0.53%Q4 2020Q3 202312
Fullen Financial Group 12121.31%1.63%1.83%Q2 2020Q1 202312
SteelPeak Wealth, LLC 12120.02%0.03%0.16%Q4 2020Q3 202312
55I, LLC 12120.21%0.84%1.25%Q4 2019Q3 202212
Main Street Financial Solutions, LLC 12120.04%0.09%0.14%Q4 2020Q3 202312
Horan Securities, Inc. 750.00%0.01%0.03%Q2 2020Q2 202312
Opal Wealth Advisors, LLC 12120.70%0.98%1.35%Q4 2020Q3 202312
HL FINANCIAL SERVICES LLC 12120.01%0.01%0.02%Q4 2013Q3 201612
BAKER TILLY WEALTH MANAGEMENT, LLC 12121.74%2.43%3.70%Q4 2020Q3 202312
Veritable, L.P. 1110.01%0.03%0.05%Q2 2020Q2 202312
Platte River Wealth Advisors, LLC 12120.08%0.31%0.61%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.02%0.03%0.05%Q4 2020Q3 202312
Levy Wealth Management Group, LLC 12122.42%3.98%5.54%Q4 2020Q3 202312
Alpha DNA Investment Management LLC 12120.18%1.78%7.08%Q4 2020Q3 202312
CITY HOLDING CO 12120.01%0.01%0.01%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 12120.00%0.02%0.06%Q4 2019Q3 202212
Curran Financial Partners, LLC 12120.54%0.86%1.50%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12123.30%4.06%6.59%Q4 2020Q3 202312
ALTFEST L J & CO INC 12120.06%0.13%0.22%Q4 2020Q3 202312
Intrua Financial, LLC 12120.19%0.24%0.32%Q2 2020Q1 202312
Iron Horse Wealth Management, LLC 12120.40%4.97%8.68%Q4 2020Q3 202312
Advisor OS, LLC 1110.11%0.82%2.03%Q2 2020Q3 202312
Centennial Wealth Advisory LLC 12120.48%2.92%8.75%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.89%3.17%5.63%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.26%0.55%0.71%Q4 2020Q3 202312
QUADRANT CAPITAL GROUP LLC 12120.04%0.27%0.41%Q4 2020Q3 202312
Oak Harvest Investment Services 12122.26%5.29%6.92%Q4 2020Q3 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12121.39%2.92%4.54%Q4 2020Q3 202312
REGENTATLANTIC CAPITAL LLC 930.02%0.04%0.06%Q1 2018Q3 202212
FIDUCIARY TRUST CO 12120.01%0.01%0.01%Q4 2020Q3 202312
SignalPoint Asset Management, LLC 12120.08%0.16%0.58%Q3 2019Q2 202212
Renaissance Technologies 310.00%0.00%0.00%Q2 2018Q3 202312
KWB Wealth 12126.97%9.31%12.11%Q4 2020Q3 202312
Sanchez Wealth Management Group 12120.40%0.80%1.36%Q4 2020Q3 202312
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1020.00%0.04%0.08%Q4 2018Q1 202212
Tranquilli Financial Advisor LLC 12121.14%1.81%3.07%Q4 2020Q3 202312
JFS WEALTH ADVISORS, LLC 830.00%0.02%0.05%Q2 2020Q3 202311
Pacifica Partners Inc. 11110.00%0.00%0.00%Q2 2021Q4 202311
Rollins Financial 831.06%2.45%3.56%Q4 2020Q3 202311
Benedetti & Gucer, Inc. 11110.18%0.30%0.45%Q1 2021Q3 202311
MSI Financial Services Inc 11110.00%0.02%0.07%Q2 2014Q4 201611
Concorde Asset Management, LLC 410.25%0.62%1.11%Q3 2018Q3 202311
Strategic Blueprint, LLC 11110.06%0.14%0.22%Q1 2021Q3 202311
DFPG INVESTMENTS, LLC 650.09%0.36%1.08%Q4 2019Q3 202311
CreativeOne Wealth, LLC 11110.03%0.04%0.06%Q1 2021Q3 202311
Joel Isaacson & Co., LLC 11110.00%0.00%0.00%Q3 2013Q1 201611
Sage Mountain Advisors LLC 11110.02%0.05%0.12%Q1 2021Q3 202311
Lloyd Advisory Services, LLC. 11110.06%0.20%0.43%Q4 2019Q2 202211
Darwin Wealth Management, LLC 1010.00%1.35%2.63%Q1 2020Q3 202311
MONTAG A & ASSOCIATES INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Aveo Capital Partners, LLC 510.10%0.65%5.62%Q3 2018Q3 202311
Cadent Capital Advisors, LLC 11110.24%0.30%0.36%Q4 2020Q2 202311
Somerset Trust Co 11110.11%0.14%0.19%Q2 2021Q4 202311
Navalign, LLC 11114.74%5.23%5.74%Q1 2021Q3 202311
EPG Wealth Management LLC 920.02%0.09%0.12%Q4 2019Q3 202311
Kovitz Investment Group Partners, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
Sterling Investment Advisors, Ltd. 11110.00%0.00%0.00%Q4 2019Q2 202211
BURKE & HERBERT BANK & TRUST CO 11110.14%0.71%1.66%Q1 2021Q3 202311
SRS Capital Advisors, Inc. 710.00%0.00%0.02%Q3 2018Q3 202311
FDx Advisors, Inc. 510.01%0.09%0.19%Q3 2017Q3 202311
Bison Wealth, LLC 11110.02%0.04%0.07%Q4 2019Q2 202211
Redwood Investment Management, LLC 510.11%0.70%2.04%Q1 2019Q2 202311
Choice Wealth Advisors, LLC 6510.08%11.38%12.80%Q4 2020Q3 202311
Krilogy Financial LLC 810.01%0.03%0.06%Q2 2016Q3 202311
McClarren Financial Advisors, Inc. 650.37%0.50%0.82%Q4 2020Q3 202311
Johnson Financial Group, Inc. 11110.01%0.01%0.02%Q1 2021Q3 202311
SIMPLEX TRADING, LLC 610.00%0.00%0.00%Q3 2018Q4 202211
Better Money Decisions, LLC 11111.69%5.21%11.88%Q1 2021Q3 202311
LifePlan Financial Group, Inc 11110.06%0.19%0.24%Q1 2018Q3 202011
Smithfield Trust Co 11110.01%0.01%0.01%Q4 2018Q2 202111
One Charles Private Wealth Services, LLC 1010.21%0.35%0.45%Q2 2020Q3 202311
Spire Wealth Management 11110.02%0.13%0.17%Q1 2021Q3 202311
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11110.10%0.71%1.23%Q1 2019Q3 202111
Burleson & Company, LLC 11110.02%0.20%0.43%Q4 2019Q2 202211
Lee Financial Co 10100.00%0.01%0.02%Q2 2021Q3 202310
QUEST CAPITAL MANAGEMENT INC /ADV 10100.23%0.47%0.59%Q3 2019Q4 202110
Professional Financial Advisors, LLC 910.01%0.04%0.26%Q4 2019Q3 202210
Bank Julius Baer & Co. Ltd, Zurich 820.00%0.04%0.09%Q1 2020Q3 202310
West Branch Capital LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.02%0.12%0.55%Q4 2020Q3 202310
PSI Advisors, LLC 910.04%0.43%1.41%Q4 2019Q3 202310
J. W. Coons Advisors, LLC 10100.08%0.15%0.20%Q1 2020Q2 202210
Koss-Olinger Consulting, LLC 10100.05%0.13%0.70%Q2 2021Q3 202310
Financial Insights, Inc. 910.18%0.25%0.31%Q4 2019Q2 202210
Accel Wealth Management 10100.02%0.08%0.16%Q4 2020Q1 202310
TRH Financial, LLC 910.20%0.98%1.76%Q4 2019Q2 202210
Valeo Financial Advisors, LLC 510.00%0.02%0.08%Q1 2020Q3 202310
Summit Financial, LLC 10100.05%0.14%0.26%Q2 2021Q3 202310
ESL Trust Services, LLC 10109.87%10.62%11.14%Q2 2021Q3 202310
Lion Street Advisors, LLC 410.10%0.94%2.68%Q1 2020Q3 202310
Retirement Group, LLC 640.00%0.01%0.01%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.16%0.22%0.29%Q1 2021Q3 202310
Whitcomb & Hess, Inc. 10107.68%8.25%8.86%Q2 2021Q3 202310
ProVise Management Group, LLC 730.02%0.03%0.04%Q4 2020Q3 202310
Vigilant Capital Management, LLC 10100.06%0.08%0.09%Q1 2021Q2 202310
Bellwether Advisors, LLC 10100.00%0.01%0.01%Q4 2020Q1 202310
Westside Investment Management, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
MOTIVE WEALTH ADVISORS 10103.10%3.90%4.20%Q2 2021Q3 202310
Golden State Wealth Management, LLC 430.01%0.23%0.57%Q1 2019Q1 202210
Ballentine Partners, LLC 640.00%0.00%0.01%Q1 2016Q3 202310
RBA Wealth Management, LLC 820.10%0.16%0.19%Q1 2019Q1 202210
BUCKINGHAM STRATEGIC WEALTH, LLC 710.00%0.01%0.07%Q1 2019Q3 202310
Squar Milner Financial Services LLC 10100.90%4.44%6.78%Q1 2018Q2 202010
1834 INVESTMENT ADVISORS CO 10100.00%0.20%0.50%Q2 2021Q3 202310
MEEDER ASSET MANAGEMENT INC 710.00%0.01%0.03%Q3 2019Q3 202210
Angeles Investment Advisors, LLC 10100.02%0.04%0.08%Q3 2019Q4 202110
FLOW TRADERS U.S. LLC 320.02%0.06%0.12%Q2 2020Q3 202310
Wealthstreet Investment Advisors, LLC 10100.13%0.33%0.40%Q4 2018Q1 202110
Spectrum Management Group, LLC 10100.02%0.13%0.54%Q2 2020Q3 202210
PECAUT & CO. 10100.51%2.66%3.74%Q2 2021Q3 202310
360 Financial, Inc. 10100.16%0.27%0.35%Q1 2021Q2 202310
VALLEY NATIONAL ADVISERS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Clear Perspectives Financial Planning, LLC 10100.02%0.03%0.03%Q4 2020Q1 202310
Newport Wealth Strategies, Inc. 10100.35%0.95%1.15%Q2 2019Q3 202110
HORIZON FINANCIAL SERVICES, LLC 10106.81%9.59%10.85%Q2 2021Q3 202310
RED CEDAR INVESTMENT MANAGEMENT, LLC 10101.44%6.56%9.88%Q3 2018Q4 202010
Trexquant Investment LP 610.01%0.06%0.20%Q3 2019Q2 202310
UBS ASSET MANAGEMENT AMERICAS INC 990.00%0.00%0.00%Q3 2017Q3 20199
Madden Advisory Services, Inc. 410.14%0.16%0.18%Q4 2020Q3 20239
Pinnacle Bancorp, Inc. 990.00%0.01%0.01%Q3 2021Q3 20239
M Holdings Securities, Inc. 810.02%0.11%0.19%Q3 2017Q1 20229
VERUS CAPITAL PARTNERS, LLC 722.02%2.18%2.56%Q4 2019Q3 20239
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2018Q3 20239
Wealth Advisory Solutions, LLC 810.00%0.36%0.46%Q4 2019Q1 20229
Baystate Wealth Management LLC 990.00%0.00%0.00%Q3 2021Q3 20239
GoalVest Advisory LLC 510.06%1.80%3.58%Q4 2020Q4 20239
McAdam, LLC 810.00%0.04%0.08%Q3 2018Q3 20239
Sound Income Strategies, LLC 810.00%0.00%0.03%Q1 2021Q3 20239
InterOcean Capital, LLC 990.04%0.05%0.05%Q2 2018Q2 20209
PROVIDA PENSION FUND ADMINISTRATOR 990.00%1.00%6.02%Q4 2020Q4 20229
Willis Johnson & Associates, Inc. 9912.64%13.78%14.71%Q3 2021Q3 20239
Betterment LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Independent Advisor Alliance 540.00%0.04%0.09%Q1 2019Q3 20239
Golden State Equity Partners 630.14%1.79%3.17%Q4 2020Q3 20239
M&R CAPITAL MANAGEMENT INC 630.00%0.04%0.07%Q2 2017Q4 20239
Aprio Wealth Management, LLC 420.10%1.56%3.99%Q4 2019Q3 20239
SECURIAN ASSET MANAGEMENT, INC 990.03%0.13%0.21%Q2 2021Q2 20239
Financial Council Asset Management Inc 991.29%5.28%8.47%Q3 2021Q3 20239
MONECO Advisors, LLC 990.12%0.36%0.51%Q3 2021Q3 20239
Investors Financial Group, LLC 990.52%0.83%1.16%Q4 2019Q4 20219
Livingston Group Asset Management CO (operating as Southport Capital Management) 991.42%2.31%4.42%Q1 2020Q1 20229
Clearstead Advisors, LLC 990.00%0.01%0.03%Q3 2021Q3 20239
Independent Wealth Network Inc. 993.59%4.07%5.19%Q3 2021Q3 20239
Castleview Partners, LLC 810.00%0.02%0.18%Q2 2021Q3 20239
Northeast Financial Consultants Inc 540.02%0.16%0.26%Q2 2021Q3 20239
FFT WEALTH MANAGEMENT LLC 993.46%4.11%4.69%Q3 2021Q3 20239
Bruderman Asset Management, LLC 510.00%0.73%1.09%Q1 2019Q1 20229
IBEX WEALTH ADVISORS 710.00%0.56%0.80%Q4 2016Q2 20229
Newman & Schimel, LLC 990.10%0.29%0.51%Q4 2020Q4 20229
QUEST INVESTMENT MANAGEMENT LLC 630.42%1.14%2.66%Q3 2020Q3 20239
PARK AVENUE SECURITIES LLC 810.01%0.04%0.14%Q2 2021Q3 20239
FormulaFolio Investments, LLC 880.30%2.51%4.25%Q3 2019Q2 20218
Quent Capital, LLC 880.98%1.08%1.18%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.19%1.24%1.77%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 887.28%7.86%8.54%Q4 2021Q3 20238
Resource Management, LLC 880.11%0.90%1.22%Q1 2020Q4 20218
Ignite Planners, LLC 880.26%0.36%0.49%Q4 2021Q3 20238
Marion Wealth Management 881.42%1.60%1.78%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 880.61%0.73%1.01%Q4 2021Q3 20238
Chessman Wealth Strategies RIA 885.52%10.43%16.23%Q4 2017Q3 20198
JOHNSON INVESTMENT COUNSEL INC 880.01%0.01%0.01%Q3 2018Q2 20208
TAGStone Capital, Inc. 884.35%4.87%5.83%Q4 2021Q3 20238
IFC Holdings Incorporated/FL 530.05%0.16%0.20%Q2 2013Q4 20178
RGT Wealth Advisors, LLC 886.94%7.92%9.38%Q4 2020Q3 20228
Provident Wealth Management, LLC 880.01%5.94%15.66%Q4 2019Q3 20218
Paladin Advisory Group, LLC 880.10%0.25%0.35%Q4 2021Q3 20238
Hofer & Associates. Inc 8810.97%12.34%14.45%Q4 2021Q3 20238
Boyd Wealth Management, LLC 882.19%6.85%17.74%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 612.45%2.81%3.41%Q1 2021Q3 20238
IMC-Chicago, LLC 710.00%0.00%0.00%Q1 2020Q3 20238
USAdvisors Wealth Management, LLC 880.57%1.62%2.47%Q1 2020Q4 20218
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 884.51%9.62%13.31%Q4 2021Q3 20238
JUNCTURE WEALTH STRATEGIES, LLC 880.54%0.68%0.91%Q1 2022Q4 20238
Stone Point Wealth LLC 880.44%0.71%1.31%Q4 2021Q3 20238
Faithward Advisors, LLC 880.00%0.01%0.03%Q4 2021Q3 20238
LOWE BROCKENBROUGH & CO INC 880.08%0.28%0.39%Q2 2019Q1 20218
Shulman DeMeo Asset Management LLC 510.15%0.17%0.24%Q3 2019Q4 20218
WJ Wealth Management, LLC 410.15%0.43%1.17%Q2 2020Q3 20238
WFA Asset Management Corp 887.82%9.12%11.58%Q4 2021Q3 20238
LEVEL FOUR ADVISORY SERVICES, LLC 710.01%0.04%0.10%Q4 2016Q2 20218
Paragon Wealth Strategies, LLC 880.38%0.58%0.89%Q1 2018Q4 20198
Cresset Asset Management, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.02%0.04%0.12%Q4 2021Q3 20238
DRIVE WEALTH MANAGEMENT, LLC 880.25%0.98%2.56%Q4 2021Q3 20238
Concord Wealth Partners 880.91%3.01%4.60%Q4 2021Q3 20238
Advance Capital Management, Inc. 880.05%0.10%0.15%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.02%0.19%0.69%Q4 2021Q3 20238
Oxinas Partners Wealth Management LLC 882.38%5.51%6.93%Q4 2021Q3 20238
Bartlett & Co. LLC 510.00%0.00%0.01%Q1 2014Q4 20228
Integrity Financial Corp /WA 880.00%0.01%0.02%Q4 2021Q3 20238
LOWERY THOMAS, LLC 881.86%4.14%6.13%Q4 2021Q3 20238
Melone Private Wealth, LLC 884.11%4.69%5.78%Q4 2021Q3 20238
CONCENTRIC WEALTH MANAGEMENT, LLC 620.06%0.07%0.07%Q4 2020Q2 20238
Ranch Capital Advisors Inc. 880.01%0.02%0.03%Q4 2019Q3 20218
Horizon Wealth Management, LLC 880.33%2.53%5.75%Q4 2021Q3 20238
Lindbrook Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 710.00%0.00%0.01%Q3 2021Q3 20238
WEALTH MANAGEMENT RESOURCES, INC. 884.79%7.26%9.12%Q4 2021Q3 20238
LGL PARTNERS, LLC 884.64%5.40%6.08%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 880.92%0.97%1.02%Q4 2021Q3 20238
Peterson Financial Group, Inc. 881.99%2.37%3.86%Q4 2021Q3 20238
McDonough Capital Management, Inc 880.25%0.27%0.28%Q4 2021Q3 20238
ACCURATE INVESTMENT SOLUTIONS, INC. 880.00%0.40%2.45%Q2 2018Q1 20208
HB Wealth Management, LLC 882.92%3.45%3.93%Q4 2021Q3 20238
Simplicity Wealth,LLC 880.32%3.87%8.68%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.02%0.03%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.11%0.16%0.27%Q4 2021Q3 20238
Warren Street Wealth Advisors, LLC 880.28%0.80%3.75%Q4 2021Q3 20238
J Arnold Wealth Management Co 710.02%0.19%0.99%Q4 2019Q4 20228
MY Wealth Management Inc. 880.72%0.80%1.03%Q4 2021Q3 20238
Noven Financial Group, Inc. 881.97%2.09%2.28%Q2 2014Q1 20168
Gerber Kawasaki Wealth & Investment Management 710.00%0.51%1.56%Q3 2021Q3 20238
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 880.30%0.47%0.74%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.06%0.08%0.17%Q4 2021Q3 20238
Truadvice, LLC 710.07%0.70%2.39%Q2 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
American Trust 880.12%0.20%0.25%Q4 2021Q3 20238
Modera Wealth Management, LLC 880.03%0.06%0.08%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.02%0.21%0.37%Q4 2021Q3 20238
WOLFF WIESE MAGANA LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Financial Futures Ltd Liability Co. 882.06%3.56%6.29%Q4 2021Q3 20238
Principle Wealth Partners LLC 880.03%0.04%0.06%Q4 2021Q3 20238
FIFTH THIRD SECURITIES, INC. 880.04%0.17%1.06%Q4 2021Q3 20238
TWIN FOCUS CAPITAL PARTNERS, LLC 880.07%1.39%2.44%Q4 2021Q3 20238
Epic Trust Investment Advisors, LLC 882.55%3.37%4.06%Q4 2021Q3 20238
Element Wealth, LLC 530.01%0.03%0.04%Q1 2021Q3 20238
Total Clarity Wealth Management, Inc. 710.06%1.10%3.91%Q4 2019Q3 20228
Qube Research & Technologies Ltd 880.00%0.01%0.01%Q4 2021Q3 20238
Arvest Bank Trust Division 880.03%0.03%0.04%Q1 2019Q4 20208
Lucia Wealth Services, LLC 440.02%0.51%1.92%Q4 2017Q3 20208
LVZ, Inc. 880.26%0.32%0.38%Q1 2018Q4 20198
Morling Financial Advisors, LLC 880.10%0.12%0.15%Q4 2021Q3 20238
LWM Advisory Services, LLC 880.57%0.87%1.25%Q4 2021Q3 20238
Aureus Asset Management, LLC 620.11%0.13%0.24%Q2 2015Q4 20178
Cavalier Investments, LLC 710.25%1.07%1.95%Q3 2018Q4 20228
Safeguard Financial, LLC 770.79%1.20%1.46%Q1 2022Q3 20237
Nvest Financial, LLC 771.25%1.40%1.62%Q1 2022Q3 20237
GHP Investment Advisors, Inc. 770.37%0.49%0.60%Q1 2022Q3 20237
Eagle Strategies LLC 431.49%2.72%3.68%Q4 2021Q3 20237
THOROUGHBRED FINANCIAL SERVICES, LLC 770.06%0.10%0.13%Q1 2022Q3 20237
Personal Wealth Partners 770.18%1.03%2.42%Q3 2020Q1 20227
Keeley-Teton Advisors, LLC 310.02%0.03%0.03%Q1 2021Q3 20237
Van Leeuwen & Company, LLC 770.16%0.96%2.96%Q1 2022Q3 20237
Bedel Financial Consulting, Inc. 770.00%0.00%0.00%Q3 2020Q1 20227
FLPUTNAM INVESTMENT MANAGEMENT CO 510.01%0.01%0.03%Q4 2020Q2 20237
Halpern Financial, Inc. 770.12%0.14%0.17%Q1 2022Q3 20237
IFG Advisory, LLC 610.04%0.08%0.24%Q2 2019Q3 20237
S. R. Schill & Associates 770.26%1.39%2.82%Q2 2018Q4 20197
FirstPurpose Wealth LLC 610.14%0.23%0.31%Q4 2021Q3 20237
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20237
MATHER GROUP, LLC. 770.00%0.02%0.03%Q1 2022Q3 20237
SFG Wealth Management, LLC. 610.51%0.75%1.71%Q4 2021Q3 20237
Gladstone Institutional Advisory LLC 520.02%0.42%1.47%Q4 2021Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.07%0.11%0.15%Q1 2022Q3 20237
CULLEN/FROST BANKERS, INC. 610.00%0.00%0.02%Q4 2021Q3 20237
Harborview Advisors, LLC 770.64%0.99%1.29%Q1 2020Q3 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.03%0.03%Q2 2013Q4 20147
UMB Bank, n.a. 770.00%0.00%0.00%Q1 2022Q3 20237
Integrated Advisors Network LLC 770.02%0.02%0.03%Q1 2022Q3 20237
PATTEN & PATTEN INC/TN 770.02%0.02%0.02%Q1 2022Q3 20237
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 520.03%5.72%14.34%Q4 2021Q3 20237
CVA Family Office, LLC 770.03%0.04%0.04%Q4 2021Q2 20237
Lake Point Wealth Management 520.00%0.00%0.00%Q4 2019Q2 20227
Mascoma Wealth Management LLC 770.03%0.03%0.03%Q1 2022Q3 20237
Old Port Advisors 770.08%0.10%0.14%Q2 2020Q4 20217
FLYNN ZITO CAPITAL MANAGEMENT, LLC 525.31%6.14%6.74%Q4 2021Q3 20237
GM Advisory Group, LLC 770.09%0.14%0.19%Q1 2022Q3 20237
ATHERTON LANE ADVISERS, LLC 770.05%0.06%0.06%Q2 2014Q4 20157
Savior LLC 770.03%0.04%0.04%Q4 2019Q2 20217
Polaris Wealth Advisory Group, LLC 770.18%0.19%0.21%Q1 2018Q3 20197
ICA Group Wealth Management, LLC 771.21%3.01%4.90%Q1 2022Q3 20237
Shilanski & Associates, Inc. 770.17%3.25%4.13%Q2 2019Q4 20207
Column Capital Advisors, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
L.M. KOHN & COMPANY 770.12%0.28%0.47%Q1 2022Q3 20237
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
Covestor Ltd 770.00%0.01%0.01%Q4 2021Q2 20237
BCS Wealth Management 770.31%1.38%3.26%Q1 2022Q3 20237
Leelyn Smith, LLC 610.00%0.08%0.18%Q4 2019Q4 20217
KENNICOTT CAPITAL MANAGEMENT LLC 610.29%0.32%0.36%Q1 2021Q4 20227
Redwood Financial Network Corp 770.66%0.92%1.01%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.02%0.04%Q1 2021Q4 20227
Rockbridge Investment Management, LCC 770.02%0.02%0.02%Q2 2020Q4 20217
Investments & Financial Planning, LLC 4318.60%19.90%20.80%Q4 2021Q3 20237
COMERICA BANK 610.00%0.00%0.02%Q1 2019Q3 20237
WealthPlan Investment Management, LLC 610.05%0.25%0.37%Q1 2022Q4 20237
Ellevest, Inc. 430.00%0.01%0.04%Q2 2020Q3 20237
MCF Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
NEIRG Wealth Management, LLC 771.05%1.51%1.86%Q4 2021Q2 20237
Atria Wealth Solutions, Inc. 770.21%0.29%0.34%Q1 2022Q3 20237
Wealth Advisors of Iowa, LLC 770.91%1.86%4.80%Q1 2022Q3 20237
Paradigm Financial Advisors, LLC 770.06%0.07%0.07%Q2 2020Q4 20217
Apeiron RIA LLC 520.08%0.14%0.22%Q4 2021Q3 20237
Corient Capital Partners, LLC 770.04%0.23%0.95%Q4 2018Q2 20207
Samalin Investment Counsel, LLC 660.15%0.17%0.20%Q4 2020Q1 20226
O'Dell Group, LLC 510.01%0.01%0.02%Q3 2021Q2 20236
Windsor Wealth Management, Inc. 660.09%0.16%0.19%Q2 2022Q3 20236
Edge Wealth Management LLC 660.00%0.00%0.00%Q3 2018Q4 20196
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
Sunburst Financial Group, LLC 660.48%2.53%4.82%Q2 2022Q3 20236
New Millennium Group LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Coombe, Bender & Co LLC 661.10%1.19%1.28%Q2 2022Q3 20236
COMPASS FINANCIAL ADVISORS LLC 660.95%1.20%1.40%Q4 2021Q1 20236
McNaughton Wealth Management, LLC 661.93%4.83%6.33%Q2 2022Q3 20236
Sargent Investment Group, LLC 662.36%2.45%2.59%Q2 2022Q3 20236
Worth Asset Management, LLC 660.07%0.09%0.12%Q1 2022Q2 20236
ROWLAND CARMICHAEL ADVISORS INC /ADV 660.37%0.45%0.50%Q3 2019Q4 20206
Founders Financial Alliance, LLC 660.00%0.07%0.10%Q2 2022Q3 20236
Nikulski Financial, Inc. 660.32%0.36%0.45%Q3 2018Q4 20196
Lenox Wealth Management, Inc. 660.00%0.00%0.00%Q1 2019Q2 20206
Twelve Points Wealth Management LLC 660.15%0.40%0.53%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.14%0.14%0.15%Q4 2020Q1 20226
Orgel Wealth Management, LLC 661.89%4.53%6.19%Q2 2022Q3 20236
Cribstone Capital Management, LLC 660.06%0.94%1.78%Q2 2019Q3 20206
CAMBRIDGE TRUST CO 660.00%0.00%0.01%Q2 2022Q3 20236
Shepherd Financial Partners LLC 310.07%0.14%0.33%Q2 2018Q3 20236
TWO SIGMA SECURITIES, LLC 310.01%0.06%0.27%Q3 2017Q4 20226
MARYLAND CAPITAL ADVISORS INC. 660.01%0.01%0.01%Q4 2021Q1 20236
Detalus Advisors, LLC 660.14%0.16%0.19%Q4 2020Q1 20226
COZAD ASSET MANAGEMENT INC 660.07%0.12%0.22%Q4 2020Q1 20226
EASTERN BANK 660.02%0.02%0.02%Q2 2019Q3 20206
SUNTRUST BANKS INC 660.06%0.06%0.07%Q2 2018Q3 20196
PRUDENTIAL FINANCIAL INC 660.02%0.03%0.07%Q2 2022Q3 20236
Transamerica Financial Advisors, Inc. 310.00%0.03%0.17%Q1 2015Q2 20196
CENTRAL TRUST Co 330.00%0.00%0.00%Q3 2021Q3 20236
AXXCESS WEALTH MANAGEMENT, LLC 420.03%0.08%0.12%Q4 2021Q2 20236
Apollon Wealth Management, LLC 660.04%0.23%0.60%Q2 2022Q3 20236
COLDSTREAM CAPITAL MANAGEMENT INC 660.03%0.03%0.03%Q3 2018Q4 20196
CIBC Private Wealth Group, LLC 420.00%0.00%0.01%Q4 2017Q3 20236
Empire Life Investments Inc. 660.05%0.08%0.12%Q2 2022Q3 20236
Wealthspire Advisors, LLC 510.00%0.00%0.01%Q1 2021Q3 20226
Kavar Capital Partners, LLC 660.15%0.17%0.19%Q2 2019Q3 20206
Procyon Advisors, LLC 310.02%0.03%0.05%Q4 2019Q3 20236
Obsidian Personal Planning Solutions LLC 664.80%6.71%9.79%Q2 2022Q3 20236
Barber Financial Group, Inc. 660.07%0.68%1.31%Q4 2018Q1 20206
Cascadia Advisory Services, LLC 310.07%0.46%2.32%Q4 2019Q3 20216
Coston, McIsaac & Partners 660.03%0.04%0.05%Q2 2022Q3 20236
1ST SOURCE BANK 660.12%0.36%0.45%Q2 2022Q3 20236
HILL ISLAND FINANCIAL LLC 420.09%1.22%1.84%Q4 2021Q3 20236
DEUTSCHE BANK AG\ 420.00%0.00%0.00%Q3 2018Q3 20236
Stonebridge Capital Advisors LLC 510.00%0.00%0.00%Q1 2021Q2 20236
REGIONS FINANCIAL CORP 510.00%0.00%0.00%Q1 2018Q3 20206
Resonant Capital Advisors, LLC 660.07%0.12%0.15%Q4 2019Q1 20216
Formidable Asset Management, LLC 660.06%0.07%0.08%Q4 2021Q1 20236
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 660.08%0.09%0.09%Q4 2014Q1 20166
DAVENPORT & Co LLC 510.00%0.00%0.01%Q3 2018Q3 20216
MKT Advisors LLC 420.16%0.18%0.20%Q1 2022Q3 20236
BRANDYWINE OAK PRIVATE WEALTH LLC 660.17%0.96%1.45%Q2 2022Q3 20236
FC Advisory LLC 660.18%0.27%0.30%Q3 2022Q4 20236
Stonebridge Financial Planning Group, LLC 660.35%0.65%0.75%Q2 2022Q3 20236
DOLIVER ADVISORS, LP 310.26%0.37%0.56%Q2 2021Q2 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.02%0.02%0.03%Q2 2022Q3 20236
WIN ADVISORS, INC 660.09%1.25%3.48%Q4 2021Q1 20236
INVESTMENT MANAGEMENT OF VIRGINIA LLC 660.24%0.28%0.33%Q4 2021Q1 20236
BHK Investment Advisors, LLC 660.14%0.17%0.26%Q2 2018Q3 20196
Rede Wealth, LLC 660.56%0.65%0.77%Q2 2022Q3 20236
Avion Wealth 660.04%0.04%0.04%Q2 2022Q3 20236
Orin Green Financial, LLC 660.38%0.40%0.43%Q2 2022Q3 20236
Sunesis Advisors, LLC 510.52%3.89%6.15%Q1 2022Q3 20236
MANCHESTER FINANCIAL INC 550.00%0.00%0.00%Q1 2020Q1 20215
TRADITION ASSET MANAGEMENT LLC 550.67%1.09%1.94%Q2 2019Q2 20205
KESTRA PRIVATE WEALTH SERVICES, LLC 550.01%0.07%0.15%Q3 2022Q3 20235
Coppell Advisory Solutions LLC 410.22%0.33%0.45%Q4 2020Q3 20235
Keudell/Morrison Wealth Management 550.18%0.34%0.38%Q3 2022Q3 20235
Wealth & Pension Services Group, Inc. 410.97%1.43%1.70%Q2 2018Q3 20195
Cassady Schiller Wealth Management, LLC 410.03%0.05%0.08%Q4 2021Q3 20235
Foundations Investment Advisors, LLC 310.02%0.15%0.31%Q2 2018Q3 20235
ADVISOR PARTNERS LLC 410.01%0.03%0.04%Q1 2020Q4 20215
Atlas Private Wealth Advisors 550.00%0.01%0.01%Q3 2020Q3 20215
Interchange Capital Partners, LLC 550.81%1.12%1.48%Q3 2022Q3 20235
Bangor Savings Bank 550.00%0.00%0.00%Q3 2022Q3 20235
TRADITION CAPITAL MANAGEMENT LLC 550.13%0.26%0.51%Q1 2018Q1 20195
Venture Visionary Partners LLC 410.00%0.07%0.11%Q2 2022Q3 20235
Waverly Advisors, LLC 550.02%0.20%0.47%Q3 2022Q3 20235
626 Financial, LLC 550.44%0.49%0.60%Q3 2022Q3 20235
Blue Sky Asset Management, LLC 551.00%2.81%5.98%Q4 2019Q4 20205
U.S. Capital Wealth Advisors, LLC 310.00%0.21%0.51%Q3 2021Q3 20235
Harrison & Co Wealth Management, LLC 550.42%0.45%0.50%Q4 2021Q4 20225
MASSMUTUAL TRUST CO FSB/ADV 550.01%0.08%0.14%Q1 2022Q1 20235
Elevated Capital Advisors, LLC 410.08%0.20%0.60%Q3 2021Q3 20235
Flagship Private Wealth, LLC 320.06%0.11%0.19%Q4 2020Q3 20235
Global Wealth Strategies & Associates 550.00%0.00%0.01%Q4 2022Q4 20235
BOYS ARNOLD & CO INC 410.03%0.03%0.03%Q3 2018Q4 20195
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.01%Q3 2022Q3 20235
STRATEGY ASSET MANAGERS LLC 550.06%0.06%0.06%Q3 2020Q3 20215
AlphaCore Capital LLC 310.00%0.01%0.04%Q1 2020Q2 20235
Beaumont Financial Partners, LLC 410.02%0.08%0.33%Q3 2018Q1 20225
Financial Services Advisory Inc 212.60%3.75%6.33%Q1 2018Q3 20235
Stone House Investment Management, LLC 550.23%0.37%0.59%Q3 2018Q3 20195
CoreCap Advisors, LLC 553.14%3.37%3.76%Q4 2021Q4 20225
First Command Advisory Services, Inc. 410.00%5.43%17.14%Q2 2022Q3 20235
Householder Group Estate & Retirement Specialist, LLC 210.06%0.53%1.12%Q4 2021Q3 20235
Callan Capital, LLC 550.06%0.06%0.08%Q3 2022Q3 20235
Parisi Gray Wealth Management 410.04%0.04%0.04%Q2 2018Q2 20215
Luken Investment Analytics, LLC 411.68%2.62%5.26%Q4 2020Q3 20235
TD Waterhouse Canada Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
Goodman Advisory Group, LLC 410.00%2.58%12.53%Q1 2022Q3 20235
Strategic Wealth Partners, Ltd. 550.00%0.55%2.68%Q3 2018Q3 20195
TD Capital Management LLC 550.00%0.00%0.00%Q3 2022Q3 20235
OPPENHEIMER & CO INC 410.01%0.01%0.04%Q4 2021Q3 20235
Avantax Planning Partners, Inc. 410.00%0.01%0.02%Q3 2018Q2 20235
Wealthquest Corp 550.81%1.21%1.50%Q4 2018Q4 20195
Rise Advisors, LLC 550.00%0.00%0.01%Q1 2022Q1 20235
Strategic Asset Management, LLC 550.03%0.13%0.26%Q3 2021Q3 20225
Kovack Advisors, Inc. 550.06%0.07%0.07%Q1 2019Q1 20205
WILLNER & HELLER, LLC 550.65%0.74%0.89%Q4 2021Q4 20225
Financial Management Professionals, Inc. 550.00%0.40%1.02%Q3 2022Q3 20235
Intergy Private Wealth, LLC 552.69%2.94%3.53%Q3 2022Q3 20235
Parcion Private Wealth LLC 550.02%0.18%0.33%Q1 2022Q1 20235
Prosperity Planning, Inc. 550.30%0.36%0.39%Q3 2022Q3 20235
Activest Wealth Management 550.00%0.00%0.00%Q1 2021Q1 20225
Gibson Wealth Advisors LLC 550.00%0.01%0.01%Q4 2021Q4 20225
US FINANCIAL ADVISORS, LLC 550.03%0.04%0.06%Q4 2014Q4 20155
SigFig Wealth Management, LLC 310.07%0.28%0.49%Q3 2020Q3 20235
Black Swift Group, LLC 320.14%4.66%11.60%Q3 2019Q3 20235
Advisory Resource Group 410.59%0.99%1.45%Q4 2018Q3 20205
Weaver Consulting Group 440.00%0.01%0.01%Q4 2019Q3 20204
TRUSTCORE FINANCIAL SERVICES, LLC 440.00%0.08%0.24%Q1 2022Q4 20224
STEVENS CAPITAL PARTNERS 440.40%0.43%0.45%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.02%0.02%0.02%Q4 2018Q3 20234
Sterling Financial Planning, Inc. 440.02%0.03%0.03%Q4 2020Q3 20214
Colonial Trust Co / SC 440.03%0.03%0.03%Q4 2022Q3 20234
INVESTMENT PARTNERS, LTD. 440.09%0.09%0.10%Q2 2021Q1 20224
Gateway Wealth Partners, LLC 440.19%0.25%0.33%Q4 2022Q3 20234
Millington Financial Advisors, LLC 448.08%8.67%9.19%Q4 2022Q3 20234
WealthTrust Fairport, LLC 440.01%0.18%0.33%Q2 2018Q1 20194
OLD MISSION CAPITAL LLC 310.04%0.18%0.55%Q2 2019Q3 20204
MARSHALL WACE, LLP 220.00%0.00%0.00%Q3 2021Q2 20234
Magnus Financial Group LLC 441.24%1.26%1.28%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Onyx Bridge Wealth Group LLC 440.37%0.47%0.58%Q4 2022Q3 20234
Delta Financial Group, Inc. 440.12%0.19%0.41%Q4 2022Q3 20234
Soltis Investment Advisors LLC 440.22%0.25%0.31%Q4 2022Q3 20234
SFMG, LLC 440.02%0.02%0.02%Q2 2021Q1 20224
H. L. Ormond & Company, LLC 440.58%0.72%0.86%Q4 2021Q3 20224
Claraphi Advisory Network, LLC 440.08%0.09%0.10%Q3 2021Q2 20224
Alliance Wealth Advisors, LLC /UT 440.32%0.32%0.33%Q4 2022Q3 20234
Global Financial Private Capital, Inc 310.02%0.03%0.04%Q3 2017Q3 20184
Edge Capital Group, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
OPTIMUM INVESTMENT ADVISORS 440.02%0.02%0.02%Q2 2014Q1 20154
DROMS STRAUSS ADVISORS INC /MO/ /ADV 440.09%0.10%0.10%Q4 2022Q3 20234
Avidian Wealth Solutions, LLC 440.02%0.04%0.06%Q4 2022Q3 20234
Trek Financial, LLC 440.04%0.23%0.33%Q4 2018Q3 20194
HRT FINANCIAL LP 310.01%0.10%0.21%Q4 2019Q3 20214
Corient Private Wealth LLC 440.24%0.27%0.30%Q4 2022Q3 20234
Vestmark Advisory Solutions, Inc. 310.03%0.20%0.39%Q3 2019Q3 20224
Wellspring Financial Advisors, LLC 440.74%1.69%2.06%Q4 2022Q3 20234
Kozak & Associates, Inc. 445.77%6.62%7.05%Q4 2022Q3 20234
Pinion Investment Advisors, LLC 440.79%0.97%1.15%Q4 2022Q3 20234
River Street Advisors LLC 440.63%0.65%0.69%Q4 2022Q3 20234
PACIFIC FINANCIAL GROUP INC 310.06%0.39%0.55%Q2 2019Q3 20204
DGS Capital Management, LLC 310.12%0.16%0.19%Q1 2022Q1 20234
20/20 Capital Management, Inc. 440.55%2.09%2.70%Q3 2020Q2 20214
Crescent Sterling, Ltd. 440.50%0.56%0.62%Q4 2022Q3 20234
SageGuard Financial Group, LLC 440.20%1.36%4.80%Q4 2020Q3 20214
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.05%0.12%0.23%Q4 2022Q3 20234
Strategies Wealth Advisors, LLC 440.08%0.08%0.09%Q4 2022Q3 20234
Davidson Capital Management Inc. 440.00%2.60%8.82%Q1 2022Q4 20224
RETIREMENT FINANCIAL SOLUTIONS, LLC 444.02%4.81%5.43%Q4 2022Q3 20234
RE Dickinson Investment Advisors, LLC 310.00%0.01%0.03%Q4 2021Q3 20234
Beaird Harris Wealth Management, LLC 440.01%0.02%0.02%Q4 2021Q3 20224
SILVER OAK SECURITIES, INCORPORATED 210.08%0.18%0.41%Q1 2022Q3 20234
Richard W. Paul & Associates, LLC 441.56%1.63%1.77%Q4 2022Q3 20234
AFS Financial Group, LLC 440.22%0.23%0.24%Q4 2022Q3 20234
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.00%0.03%0.09%Q2 2022Q3 20234
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
AIFG Consultants Ltd. 440.44%2.69%7.97%Q4 2022Q3 20234
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.01%Q4 2021Q2 20234
Syntegra Private Wealth Group, LLC 446.60%9.17%10.39%Q4 2022Q3 20234
Retirement Solution Inc. 440.08%0.09%0.11%Q4 2022Q3 20234
SkyOak Wealth, LLC 440.43%0.52%0.60%Q4 2022Q3 20234
Breakwater Capital Group 441.53%1.81%2.15%Q4 2022Q3 20234
MISSION WEALTH MANAGEMENT, LP 440.05%0.05%0.06%Q4 2022Q3 20234
Schechter Investment Advisors, LLC 440.02%0.09%0.13%Q1 2022Q4 20224
WBI INVESTMENTS, LLC 440.05%0.06%0.06%Q2 2021Q1 20224
FineMark National Bank & Trust 440.01%0.01%0.01%Q1 2021Q4 20214
Smith Anglin Financial, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
First Command Bank 310.01%2.78%5.45%Q1 2022Q2 20234
Smith & Howard Wealth Management, LLC 440.11%0.11%0.11%Q3 2016Q2 20174
Diversified, LLC 210.01%0.05%0.09%Q4 2020Q3 20234
Fiduciary Alliance LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Farmers & Merchants Trust Co of Chambersburg PA 440.03%0.05%0.10%Q4 2022Q3 20234
Hilltop Partners LLC 441.46%5.69%10.74%Q4 2022Q3 20234
Rooted Wealth Advisors, Inc. 443.74%3.96%4.43%Q4 2022Q3 20234
BRIGHTON JONES LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Resource Planning Group 440.14%0.16%0.19%Q2 2019Q1 20204
Summit Investment Advisory Services, LLC 440.56%0.63%0.70%Q4 2022Q3 20234
Kelman-Lazarov, Inc. 440.05%0.05%0.06%Q4 2022Q3 20234
Addison Advisors LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Cordatus Wealth Management LLC 312.29%7.89%18.00%Q1 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 441.11%1.53%2.00%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 445.90%6.26%6.41%Q4 2022Q3 20234
Pathway Financial Advisors LLC 440.07%0.11%0.15%Q4 2021Q3 20224
Advisor Resource Council 310.04%0.13%0.24%Q2 2021Q2 20224
First Ascent Asset Management, LLC 440.38%0.48%0.55%Q4 2022Q3 20234
Winthrop Advisory Group LLC 440.32%0.33%0.35%Q4 2022Q3 20234
VANCE WEALTH, INC. 440.93%0.98%1.07%Q4 2022Q3 20234
StoneX Group Inc. 440.03%0.04%0.04%Q1 2021Q4 20214
Wallace Advisory Group, LLC 440.34%0.36%0.37%Q4 2022Q3 20234
B.O.S.S. Retirement Advisors, LLC 440.06%0.06%0.06%Q1 2023Q4 20234
HHM Wealth Advisors, LLC 440.07%0.11%0.14%Q4 2022Q3 20234
WNY Asset Management, LLC 440.14%0.23%0.29%Q4 2022Q3 20234
Arden Trust Co 442.72%3.15%3.56%Q1 2023Q4 20234
Hobart Private Capital, LLC 440.10%0.43%1.33%Q4 2022Q3 20234
CALDWELL SUTTER CAPITAL, INC. 440.03%0.04%0.04%Q4 2022Q3 20234
Summit Trail Advisors, LLC 220.02%0.03%0.05%Q3 2020Q3 20234
Pensionmark Financial Group, LLC 440.04%0.06%0.07%Q2 2021Q1 20224
Consolidated Planning Corp 440.08%0.39%0.70%Q2 2022Q1 20234
One Day In July LLC 440.84%0.89%0.93%Q4 2022Q3 20234
Optas, LLC 440.24%2.44%6.34%Q4 2022Q3 20234
KARLINSKI ANDREW C 441.89%2.35%3.18%Q4 2021Q3 20224
LWMG, LLC 440.16%0.17%0.18%Q4 2022Q3 20234
Financial Architects, Inc 440.01%0.01%0.01%Q3 2019Q2 20204
TLWM 440.08%0.08%0.09%Q2 2021Q1 20224
First Command Financial Services, Inc. 310.01%2.78%5.45%Q1 2022Q2 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.11%0.14%0.21%Q4 2022Q3 20234
DENVER WEALTH MANAGEMENT, INC. 442.82%3.02%3.16%Q4 2022Q3 20234
Presidio Capital Management, LLC 310.40%1.00%1.32%Q1 2022Q2 20234
Shone Asset Management LLC 4415.24%16.33%16.96%Q1 2020Q4 20204
Legacy CG, LLC 440.56%0.62%0.66%Q1 2022Q4 20224
ARMSTRONG ADVISORY GROUP, INC 440.01%0.37%1.43%Q4 2022Q3 20234
Tilson Financial Group, Inc. 441.01%1.38%2.37%Q4 2022Q3 20234
FIRST MANHATTAN CO. LLC. 310.00%0.00%0.00%Q2 2020Q2 20214
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 440.02%0.02%0.02%Q3 2021Q2 20224
JDM Financial Group LLC 443.48%3.58%3.73%Q4 2022Q3 20234
Wechter Feldman Wealth Management, Inc. 440.16%0.18%0.22%Q1 2019Q4 20194
Lifeworks Advisors, LLC 310.14%0.20%0.25%Q4 2021Q3 20234
MGO ONE SEVEN LLC 210.01%0.02%0.03%Q4 2017Q3 20233
CANANDAIGUA NATIONAL CORP 211.23%1.65%2.24%Q2 2020Q3 20223
CapWealth Advisors, LLC 330.00%0.00%0.00%Q2 2015Q4 20153
Virtu Financial LLC 210.02%0.06%0.13%Q1 2019Q4 20193
ACUTE INVESTMENT ADVISORY, LLC 330.86%8.99%15.92%Q4 2021Q2 20223
FARMERS & MERCHANTS INVESTMENTS INC 210.00%0.00%0.00%Q4 2022Q3 20233
Geneva Advisors, LLC 330.00%0.00%0.00%Q2 2015Q4 20153
Stiles Financial Services Inc 210.12%0.14%0.18%Q4 2022Q3 20233
WIPFLI FINANCIAL ADVISORS LLC, 330.02%0.02%0.03%Q1 2022Q3 20223
Dana Investment Advisors, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Imprint Wealth LLC 330.21%0.32%0.45%Q1 2023Q3 20233
REGIMEN WEALTH, LLC 332.36%2.43%2.52%Q1 2023Q3 20233
Engrave Wealth Partners LLC 330.05%0.08%0.09%Q4 2019Q2 20203
BMS Financial Advisors, LLC 118.41%8.55%8.63%Q4 2021Q4 20223
HOLLENCREST CAPITAL MANAGEMENT 330.00%0.00%0.00%Q1 2023Q3 20233
Princeton Global Asset Management LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Tennessee Valley Asset Management Partners 210.06%0.07%0.10%Q4 2020Q2 20223
BIP Wealth, LLC 330.14%0.16%0.19%Q1 2023Q3 20233
NATIXIS ADVISORS, L.P. 330.01%0.01%0.01%Q1 2022Q3 20223
QCM Cayman, Ltd. 210.53%0.84%1.27%Q4 2020Q3 20213
Atomi Financial Group, Inc. 330.15%0.20%0.31%Q1 2023Q3 20233
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 210.02%0.20%0.35%Q1 2016Q4 20183
Buttonwood Financial Group, LLC 334.47%5.09%5.72%Q2 2023Q4 20233
Tidal Investments LLC 210.03%0.08%0.13%Q4 2021Q3 20233
SMITH CAPITAL MANAGEMENT INC /AR/ADV 330.20%0.21%0.21%Q1 2020Q3 20203
Waterloo Capital, L.P. 331.68%2.37%2.76%Q1 2023Q3 20233
Almanack Investment Partners, LLC. 110.06%0.35%0.89%Q1 2017Q1 20223
Virtu KCG Holdings LLC 210.00%0.01%0.01%Q1 2014Q1 20163
WHITE PINE CAPITAL LLC 330.36%0.41%0.47%Q1 2023Q3 20233
Perennial Investment Advisors, LLC 334.83%5.51%5.90%Q1 2023Q3 20233
Johanson Financial Advisors, Inc. 210.06%0.16%0.28%Q4 2019Q4 20213
WCG Wealth Advisors LLC 210.05%0.08%0.13%Q2 2022Q3 20233
Cape Investment Advisory, Inc. 330.25%0.25%0.25%Q1 2023Q3 20233
COWA, LLC 210.00%0.02%0.03%Q4 2020Q3 20223
Empowered Funds, LLC 210.10%0.59%1.40%Q2 2020Q4 20213
Ancora Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CAHABA WEALTH MANAGEMENT, INC. 330.02%0.03%0.04%Q1 2023Q3 20233
Security Financial Services, INC. 330.17%0.17%0.18%Q1 2022Q3 20223
ADVANTAGE INVESTMENT MANAGEMENT, LLC 210.00%0.01%0.01%Q1 2018Q4 20183
Stadion Money Management, LLC 332.20%2.34%2.42%Q2 2020Q4 20203
Vontobel Holding Ltd. 330.00%0.00%0.00%Q2 2021Q4 20213
Kingsbury Capital Investment Advisors LLC 330.57%0.80%1.24%Q1 2022Q3 20223
STRINGER ASSET MANAGEMENT, LLC 212.93%3.76%4.24%Q3 2019Q1 20223
TORONTO DOMINION BANK 330.00%0.00%0.00%Q3 2021Q1 20223
Wall Capital Group, Inc. 330.61%3.58%5.55%Q1 2023Q3 20233
Integrity Advisory, LLC 333.32%3.36%3.41%Q1 2022Q3 20223
Family Management Corp 210.00%0.03%0.06%Q2 2019Q4 20213
BESSEMER GROUP INC 110.00%0.00%0.01%Q1 2017Q3 20233
Bleakley Financial Group, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Cornerstone Planning Group LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Stuart Chaussee & Associates, Inc. 330.10%0.43%0.67%Q2 2018Q4 20183
SageView Advisory Group, LLC 210.02%0.03%0.04%Q4 2022Q3 20233
Horizons Wealth Management 330.01%0.01%0.01%Q2 2023Q4 20233
Y-Intercept (Hong Kong) Ltd 110.06%0.12%0.21%Q3 2021Q1 20233
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.01%0.02%0.05%Q4 2017Q2 20183
Arcadia Wealth Management, LLC 330.17%0.20%0.24%Q1 2023Q3 20233
D. SCOTT NEAL, INC. 210.88%3.07%4.53%Q3 2018Q1 20223
Argentus Capital Management, LLC 330.01%0.01%0.02%Q3 2015Q1 20163
Strategic Financial Concepts, LLC 330.23%0.46%0.59%Q1 2023Q3 20233
Cardan Capital Partners, LLC 331.02%1.05%1.08%Q1 2018Q3 20183
Michael S. Ryan, Inc. 333.56%3.61%3.66%Q2 2023Q4 20233
Freestate Advisors LLC 3316.67%20.00%21.89%Q1 2021Q3 20213
New Republic Capital, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
BKS ADVISORS, LLC 330.08%0.09%0.10%Q3 2018Q1 20193
FURE FINANCIAL CORP 330.00%1.00%1.58%Q3 2020Q1 20213
TOMPKINS FINANCIAL CORP 330.01%0.01%0.01%Q4 2022Q2 20233
TrinityPoint Wealth, LLC 330.05%0.06%0.08%Q1 2023Q3 20233
LaSalle St. Investment Advisors, LLC 330.13%0.14%0.15%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.01%0.02%0.02%Q4 2017Q4 20183
Three Bridge Wealth Advisors, LLC 330.45%0.46%0.47%Q1 2023Q3 20233
LAKE STREET PRIVATE WEALTH, LLC 330.04%0.12%0.17%Q1 2022Q3 20223
MMA ASSET MANAGEMENT LLC 336.94%7.55%8.50%Q1 2023Q3 20233
Accurate Wealth Management, LLC 210.03%0.07%0.11%Q4 2022Q3 20233
Tyler-Stone Wealth Management 210.24%0.25%0.26%Q4 2022Q3 20233
Curi Wealth Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Julex Capital Management, LLC 330.00%0.02%0.02%Q1 2019Q3 20193
Laidlaw Wealth Management LLC 330.07%0.08%0.10%Q3 2021Q1 20223
Destiny Capital Corp/CO 3313.57%14.41%15.56%Q4 2022Q2 20233
FIRST HORIZON CORP 330.01%0.01%0.01%Q3 2020Q1 20213
ROCKY MOUNTAIN ADVISERS, LLC 330.01%0.01%0.02%Q2 2020Q4 20203
Momentum Advisors, LLC 332.60%3.16%3.54%Q2 2022Q4 20223
OneAscent Financial Services LLC 210.05%1.24%2.06%Q2 2022Q3 20233
Journey Advisory Group, LLC 330.06%0.07%0.08%Q2 2021Q4 20213
WMS Partners, LLC 330.07%0.08%0.08%Q1 2023Q3 20233
Stephens Consulting, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Psagot Value Holdings Ltd. 330.00%0.00%0.00%Q1 2016Q3 20163
WEALTHSOURCE PARTNERS, LLC 210.02%0.05%0.07%Q4 2020Q1 20223
Delta Dental Plan of Michigan, Inc. 336.22%6.72%6.98%Q4 2017Q2 20183
AMJ Financial Wealth Management 110.14%0.42%0.69%Q4 2019Q4 20213
CHANNEL WEALTH LLC 330.13%0.15%0.16%Q1 2023Q3 20233
BALASA DINVERNO & FOLTZ LLC 330.02%0.08%0.12%Q1 2022Q3 20223
Pinnacle Private Wealth, LLC 330.55%0.60%0.67%Q4 2021Q2 20223
GODSEY & GIBB, INC 330.00%0.00%0.00%Q4 2022Q2 20233
Penserra Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.10%0.10%0.10%Q4 2021Q1 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.01%0.01%Q4 2021Q1 20222
Allen Capital Group, LLC 220.35%0.36%0.37%Q3 2019Q4 20192
Econ Financial Services Corp 220.43%0.47%0.52%Q3 2022Q4 20222
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 220.10%0.10%0.10%Q4 2020Q1 20212
Coppell Advisory Solutions Corp. 220.22%0.29%0.36%Q4 2022Q1 20232
GRAND WEALTH MANAGEMENT, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Wagner Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
TTP Investments, Inc. 2212.92%13.13%13.33%Q1 2019Q2 20192
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Acorn Wealth Advisors, LLC 110.01%0.11%0.21%Q1 2018Q3 20232
PFS Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Wealth Enhancement & Preservation of GA, LLC 110.25%5.57%10.88%Q3 2021Q2 20232
Snider Financial Group 220.11%0.11%0.11%Q2 2023Q3 20232
DAGCO, INC. 220.15%2.11%4.08%Q2 2023Q3 20232
Olistico Wealth, LLC 220.18%0.18%0.18%Q2 2023Q3 20232
Latitude Advisors, LLC 220.07%0.08%0.08%Q3 2021Q4 20212
Future Financial Wealth Managment LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Impact Partnership Wealth, LLC 220.01%0.07%0.14%Q2 2023Q3 20232
GILL CAPITAL PARTNERS, LLC 110.09%0.11%0.12%Q4 2020Q4 20212
Systelligence, LLC 221.90%5.15%8.40%Q1 2020Q2 20202
Bernardo Wealth Planning LLC 220.15%0.22%0.29%Q3 2019Q4 20192
YorkBridge Wealth Partners, LLC 220.05%0.05%0.05%Q4 2016Q1 20172
Holloway Wealth Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
SWMG, LLC 220.14%0.14%0.15%Q1 2023Q2 20232
Sandy Cove Advisors, LLC 220.05%0.07%0.08%Q4 2021Q1 20222
Charter Oak Capital Management, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Vanguard Capital Wealth Advisors 110.27%0.60%0.93%Q2 2018Q2 20192
Aspire Private Capital, LLC 110.00%0.01%0.02%Q3 2021Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
KM Capital Management Ltd. 222.96%3.14%3.32%Q2 2023Q3 20232
Bell Rock Capital LLC 110.00%0.02%0.03%Q4 2018Q4 20192
Avestar Capital, LLC 220.18%0.38%0.57%Q2 2023Q3 20232
Prentice Wealth Management LLC 220.01%0.01%0.01%Q1 2021Q2 20212
FundX Investment Group, LLC 220.15%0.28%0.40%Q3 2021Q4 20212
Sterling Manor Financial, LLC 224.82%5.43%6.05%Q2 2023Q3 20232
Arkadios Wealth Advisors 220.00%0.00%0.01%Q2 2021Q3 20212
Northwest Capital Management Inc 220.04%0.05%0.05%Q2 2023Q3 20232
LIBERTY WEALTH MANAGEMENT LLC 220.02%0.03%0.05%Q3 2021Q4 20212
Bill Few Associates, Inc. 220.14%0.15%0.16%Q2 2023Q3 20232
Private Wealth Group, LLC 220.16%0.19%0.22%Q3 2020Q4 20202
W.G. Shaheen & Associates DBA Whitney & Co 220.00%0.00%0.00%Q2 2018Q3 20182
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 110.00%0.01%0.02%Q2 2020Q2 20232
Optiver Holding B.V. 220.00%0.00%0.00%Q3 2021Q4 20212
Asset Allocation Strategies LLC 221.62%1.64%1.66%Q2 2023Q3 20232
Gainplan LLC 220.14%0.17%0.19%Q1 2023Q2 20232
CHOREO, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Beacon Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PCA Investment Advisory Services Inc. 220.08%0.12%0.16%Q1 2023Q2 20232
Indie Asset Partners, LLC 221.44%1.47%1.50%Q4 2019Q1 20202
Kohmann Bosshard Financial Services, LLC 220.14%0.15%0.16%Q2 2020Q3 20202
Vawter Financial, Ltd. 220.36%0.36%0.37%Q2 2023Q3 20232
Independence Bank of Kentucky 220.06%0.06%0.06%Q3 2019Q4 20192
Mirae Asset Global Investments Co., Ltd. 220.03%0.03%0.03%Q2 2023Q3 20232
Azimuth Capital Management LLC 110.04%0.50%0.95%Q4 2018Q4 20212
Destination Wealth Management 110.00%0.00%0.01%Q2 2019Q4 20212
HAP Trading, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Western Pacific Wealth Management, LP 220.00%0.01%0.02%Q3 2022Q4 20222
Auour Investments LLC 221.75%1.77%1.79%Q2 2023Q3 20232
Parker Investment Management, LLC 112.01%4.98%7.95%Q1 2022Q3 20222
Surevest, LLC 220.14%0.14%0.15%Q4 2019Q1 20202
Covenant Multifamily Offices, LLC 220.09%0.09%0.09%Q2 2021Q3 20212
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.11%0.15%0.20%Q2 2023Q3 20232
Global Wealth Management Investment Advisory, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Stewardship Advisors, LLC 220.43%0.57%0.70%Q4 2019Q1 20202
PINNACLE ASSOCIATES LTD 220.02%0.03%0.03%Q2 2023Q3 20232
Ironwood Financial, llc 220.03%0.03%0.04%Q4 2020Q1 20212
Venturi Wealth Management, LLC 110.03%0.05%0.06%Q4 2021Q3 20232
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Equius Partners, Inc. 220.08%0.09%0.10%Q3 2022Q4 20222
ORG Partners LLC 220.03%0.04%0.05%Q2 2023Q3 20232
ACIMA PRIVATE WEALTH, LLC 220.02%0.04%0.06%Q3 2019Q4 20192
AVIANCE CAPITAL MANAGEMENT, LLC 220.02%0.03%0.04%Q2 2016Q3 20162
Mitsubishi UFJ Asset Management (UK) Ltd. 220.59%2.26%3.93%Q3 2020Q4 20202
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Maltin Wealth Management, Inc. 220.30%0.33%0.36%Q4 2019Q1 20202
IMPACTfolio, LLC 110.18%0.18%0.18%Q4 2021Q2 20232
Copperwynd Financial, LLC 221.54%1.75%1.97%Q3 2018Q4 20182
Paradigm, Strategies in Wealth Management, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
CARDIFF PARK ADVISORS, LLC 220.07%0.07%0.07%Q4 2021Q1 20222
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.00%Q2 2013Q3 20132
Eudaimonia Partners, LLC 110.00%0.03%0.05%Q1 2021Q2 20222
Abbrea Capital, LLC 220.03%0.03%0.03%Q2 2021Q3 20212
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
1st Global Advisors, Inc. 220.03%0.03%0.04%Q1 2017Q2 20172
KINGSWOOD WEALTH ADVISORS, LLC 220.07%0.11%0.14%Q2 2023Q3 20232
Sequoia Financial Advisors, LLC 220.19%0.19%0.19%Q2 2023Q3 20232
TITLEIST CAPITAL, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
Topel & Distasi Wealth Management, LLC 221.46%1.50%1.55%Q4 2021Q1 20222
NWAM LLC 220.03%0.06%0.09%Q2 2023Q3 20232
XR Securities LLC 225.55%6.04%6.53%Q4 2017Q1 20182
Catalyst Wealth Management, LLC 220.51%0.52%0.54%Q4 2022Q1 20232
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
CMH Wealth Management LLC 222.48%2.56%2.64%Q3 2019Q4 20192
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q4 2018Q1 20192
WASHINGTON TRUST Co 220.00%0.00%0.00%Q2 2023Q3 20232
TFB Advisors LLC 220.26%0.56%0.86%Q2 2023Q3 20232
FIDUCIARY SERVICES CORP/GA 220.10%0.10%0.11%Q4 2014Q1 20152
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Ergoteles LLC 110.10%0.13%0.16%Q2 2021Q2 20232
Retirement Planning Group, LLC 220.03%0.04%0.05%Q2 2023Q3 20232
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.06%0.27%0.47%Q2 2018Q4 20212
Portside Wealth Group, LLC 220.83%0.84%0.85%Q2 2023Q3 20232
Heritage Wealth Advisors 220.00%0.01%0.01%Q4 2022Q1 20232
CAROLINAS WEALTH CONSULTING LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Allegis Investment Advisors, LLC 225.25%5.94%6.63%Q4 2017Q1 20182
HOWE & RUSLING INC 110.00%0.01%0.01%Q4 2018Q3 20222
EWG Elevate Inc. 110.00%0.46%0.92%Q4 2021Q4 20222
Red Door Wealth Management, LLC 220.06%0.09%0.12%Q1 2021Q2 20212
SouthState Corp 110.00%0.00%0.00%Q1 2022Q4 20222
Paloma Partners Management Co 220.00%0.00%0.00%Q2 2020Q3 20202
Sage Financial Management Group, Inc. 224.52%25.05%45.57%Q2 2023Q3 20232
BTC Capital Management, Inc. 220.03%0.03%0.03%Q2 2022Q3 20222
Aspen Investment Management Inc 221.06%1.33%1.59%Q2 2023Q3 20232
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 221.96%2.06%2.15%Q4 2021Q1 20222
AJ WEALTH STRATEGIES, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Blue Trust, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2020Q4 20222
Caption Management, LLC 110.04%0.24%0.44%Q3 2020Q3 20202
Novak Financial Planning, LLC 220.14%0.49%0.83%Q1 2021Q2 20212
Wealthspire Advisors, L.P. 220.01%0.01%0.01%Q4 2018Q1 20192
Altus Wealth Group LLC 220.01%0.02%0.03%Q4 2020Q1 20212
Asset Dedication, LLC 110.01%0.01%0.01%Q3 2018Q1 20192
Triumph Capital Management 220.02%0.03%0.03%Q3 2021Q4 20212
Versant Capital Management, Inc 110.00%0.00%0.00%Q4 2023Q4 20231
TWO SIGMA INVESTMENTS, LP 110.03%0.03%0.03%Q3 2023Q3 20231
Inspire Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Financial Consulate Inc. 116.18%6.18%6.18%Q2 2021Q2 20211
INVESTMENT CENTERS OF AMERICA INC 110.02%0.02%0.02%Q1 2017Q1 20171
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ISLAY CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
tru Independence LLC 110.71%0.71%0.71%Q1 2021Q1 20211
NBC SECURITIES, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
Arlington Capital Management, Inc. 110.47%0.47%0.47%Q4 2021Q4 20211
Allred Capital Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Choate Investment Advisors 110.06%0.06%0.06%Q3 2023Q3 20231
BAROMETER CAPITAL MANAGEMENT INC. 110.20%0.20%0.20%Q4 2018Q4 20181
DCM Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
FIDELITY D & D BANCORP INC 110.66%0.66%0.66%Q3 2023Q3 20231
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Outlook Wealth Advisors, LLC 110.95%0.95%0.95%Q3 2021Q3 20211
Clarkston Capital Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
USA FINANCIAL FORMULAS 110.07%0.07%0.07%Q3 2018Q3 20181
BLB&B Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Headlands Technologies LLC 110.07%0.07%0.07%Q2 2023Q2 20231
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
AMI ASSET MANAGEMENT CORP 110.10%0.10%0.10%Q4 2022Q4 20221
Campbell Wealth Management 110.01%0.01%0.01%Q2 2020Q2 20201
Center For Asset Management LLC 110.58%0.58%0.58%Q3 2021Q3 20211
Quaker Wealth Management, LLC 110.45%0.45%0.45%Q4 2019Q4 20191
Summit X, LLC 111.19%1.19%1.19%Q3 2023Q3 20231
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2021Q1 20211
Blankinship & Foster, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Sawyer & Company, Inc 110.04%0.04%0.04%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
FOREFRONT WEALTH MANAGEMENT INC. 111.94%1.94%1.94%Q4 2021Q4 20211
Gunma Bank,Ltd. 111.16%1.16%1.16%Q1 2021Q1 20211
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
HOWARD WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
WealthBridge Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Fortis Group Advisors, LLC 110.25%0.25%0.25%Q3 2020Q3 20201
Rosenberg Matthew Hamilton 110.00%0.00%0.00%Q4 2020Q4 20201
Arbor Investment Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
ROSENBLUM SILVERMAN SUTTON S F INC /CA 110.10%0.10%0.10%Q3 2023Q3 20231
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
SILVERLAKE WEALTH MANAGEMENT LLC 110.15%0.15%0.15%Q4 2021Q4 20211
Sharkey, Howes & Javer 110.10%0.10%0.10%Q3 2023Q3 20231
Reby Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Vantage Financial Partners Ltd., Inc. 110.84%0.84%0.84%Q4 2022Q4 20221
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Global Assets Advisory, LLC 110.25%0.25%0.25%Q3 2022Q3 20221
NORTHSTAR WEALTH PARTNERS LLC 110.10%0.10%0.10%Q1 2020Q1 20201
WHITTIER TRUST CO 110.00%0.00%0.00%Q3 2023Q3 20231
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.27%0.27%0.27%Q3 2023Q3 20231
Lumina Fund Management LLC 110.20%0.20%0.20%Q1 2022Q1 20221
TAP Consulting, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Jefferies Group LLC 110.00%0.00%0.00%Q2 2013Q2 20131
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Next Capital Management LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Indiana Trust & Investment Management CO 110.01%0.01%0.01%Q3 2023Q3 20231
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
STABLEFORD CAPITAL II LLC 111.40%1.40%1.40%Q1 2023Q1 20231
Vertex Planning Partners, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
WealthOne, LLC 110.27%0.27%0.27%Q1 2019Q1 20191
Cable Hill Partners, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Ascent Group, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
HM PAYSON & CO 110.00%0.00%0.00%Q3 2023Q3 20231
FIRST FINANCIAL CORP /IN/ 110.16%0.16%0.16%Q3 2023Q3 20231
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Ahrens Investment Partners LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Intersect Capital LLC 110.00%0.00%0.00%Q1 2015Q1 20151
KAVAR CAPITAL PARTNERS GROUP, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Tarbox Family Office, Inc. 110.02%0.02%0.02%Q3 2019Q3 20191
Carter Financial Group, INC. 110.32%0.32%0.32%Q1 2022Q1 20221
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Altman Advisors, Inc. 110.25%0.25%0.25%Q3 2023Q3 20231
HOEY INVESTMENTS, INC 110.01%0.01%0.01%Q3 2022Q3 20221
Ethos Financial Group, LLC 111.86%1.86%1.86%Q3 2023Q3 20231
Paradigm Financial Partners, LLC 110.10%0.10%0.10%Q2 2019Q2 20191
STOCK YARDS BANK & TRUST CO 110.01%0.01%0.01%Q4 2021Q4 20211
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q2 2022Q2 20221
Helen Stephens Group, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
Oakworth Capital, Inc. 110.03%0.03%0.03%Q1 2019Q1 20191
VisionPoint Advisory Group, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
ELLERSON GROUP INC /ADV 110.11%0.11%0.11%Q3 2023Q3 20231
Kerntke Otto McGlone Wealth Management Group 110.02%0.02%0.02%Q4 2022Q4 20221
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
Selective Wealth Management, Inc. 110.04%0.04%0.04%Q2 2020Q2 20201
Bay Harbor Wealth Management, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
17 CAPITAL PARTNERS, LLC 110.89%0.89%0.89%Q4 2021Q4 20211
Moisand Fitzgerald Tamayo, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ZEKE CAPITAL ADVISORS, LLC 110.72%0.72%0.72%Q4 2022Q4 20221
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q2 2023Q2 20231
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2020Q4 20201
Riverview Trust Co 110.09%0.09%0.09%Q4 2018Q4 20181
NVWM, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.01%0.01%Q2 2023Q2 20231
Running Oak Capital LLC 110.14%0.14%0.14%Q4 2020Q4 20201
GRIMES & COMPANY, INC. 110.09%0.09%0.09%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.21%0.21%0.21%Q3 2023Q3 20231
WealthStone, Inc. 110.04%0.04%0.04%Q2 2019Q2 20191
Berkeley Capital Partners, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Smart Money Group LLC 110.27%0.27%0.27%Q4 2018Q4 20181
LOGAN CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2022Q4 20221
United Community Bank 110.17%0.17%0.17%Q3 2023Q3 20231
Leisure Capital Management 110.23%0.23%0.23%Q4 2022Q4 20221
Marks Group Wealth Management, Inc 110.06%0.06%0.06%Q4 2020Q4 20201
Connectus Wealth, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Naviter Wealth, LLC 110.12%0.12%0.12%Q3 2022Q3 20221
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q1 2019Q1 20191
Tenret Co LLC 110.34%0.34%0.34%Q1 2022Q1 20221
WARNER FINANCIAL, INC 110.18%0.18%0.18%Q4 2021Q4 20211
ClearBridge Investments 110.00%0.00%0.00%Q4 2018Q4 20181
Permit Capital Advisors, LLC 110.22%0.22%0.22%Q1 2022Q1 20221
William Allan Corp 110.01%0.01%0.01%Q4 2021Q4 20211
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
Farmer Steven Patrick 110.17%0.17%0.17%Q2 2022Q2 20221
Morton Brown Family Wealth, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Avitas Wealth Management LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Retirement Planning Co of New England, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
TimeScale Financial, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2023Q3 20231
Azimuth Capital Investment Management LLC 110.02%0.02%0.02%Q3 2022Q3 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Planning Solutions Group LLC 110.12%0.12%0.12%Q2 2019Q2 20191
Cobblestone Asset Management LLC 111.62%1.62%1.62%Q3 2023Q3 20231
CANANDAIGUA NATIONAL BANK & TRUST CO 110.80%0.80%0.80%Q1 2020Q1 20201
Johnson Midwest Financial, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Birchcreek Wealth Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
FSC Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q3 2023Q3 20231
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
BROWN WEALTH MANAGEMENT, LLC 110.17%0.17%0.17%Q2 2023Q2 20231
Kore Private Wealth LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Country Club Trust Company, n.a. 110.07%0.07%0.07%Q4 2018Q4 20181
LOCKERMAN FINANCIAL GROUP, INC. 110.63%0.63%0.63%Q4 2021Q4 20211
Insight Inv LLC 110.14%0.14%0.14%Q2 2022Q2 20221
CNB Bank 110.01%0.01%0.01%Q2 2019Q2 20191
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Lombard Odier & Cie (Bahamas) Ltd 110.03%0.03%0.03%Q4 2013Q4 20131
Plan Group Financial, LLC 111.69%1.69%1.69%Q2 2023Q2 20231
MV CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
OKABENA INVESTMENT SERVICES INC 110.00%0.00%0.00%Q4 2022Q4 20221
DOCK STREET ASSET MANAGEMENT INC 110.04%0.04%0.04%Q4 2021Q4 20211
CHILTON CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Grandview Asset Management LLC 110.03%0.03%0.03%Q1 2021Q1 20211
ARS Wealth Advisors Group, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Koesten, Hirschmann & Crabtree, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
EdgeRock Capital LLC 110.04%0.04%0.04%Q3 2022Q3 20221
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
FSB PREMIER WEALTH MANAGEMENT, INC. 110.03%0.03%0.03%Q4 2021Q4 20211
Beacon Harbor Wealth Advisors, Inc. 111.64%1.64%1.64%Q4 2021Q4 20211
Thrive Wealth Management, LLC 110.38%0.38%0.38%Q1 2022Q1 20221
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Gratus Capital, LLC 110.14%0.14%0.14%Q1 2020Q1 20201
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Americana Partners, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Compass Financial Group, Inc. 113.14%3.14%3.14%Q3 2023Q3 20231
Jordan Park Group LLC 110.06%0.06%0.06%Q1 2020Q1 20201
ETFIDEA, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Pinnacle Wealth Management Group, Inc. 110.19%0.19%0.19%Q2 2021Q2 20211
Carnick & Kubik, LLC 110.40%0.40%0.40%Q1 2016Q1 20161
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sightline Wealth Advisors, LLC 111.65%1.65%1.65%Q3 2023Q3 20231
BAILARD, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Commonwealth Financial Services, LLC 110.64%0.64%0.64%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 1112.47%12.47%12.47%Q3 2023Q3 20231
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BDO Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Polar Asset Management Partners Inc. 110.20%0.20%0.20%Q3 2020Q3 20201
Valley Brook Capital Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
JOYN Advisors, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Team Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Placemark Investments, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
Slow Capital, Inc. 110.19%0.19%0.19%Q4 2021Q4 20211
BluePath Capital Management, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Beacon Pointe Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Main Street Research LLC 110.03%0.03%0.03%Q1 2022Q1 20221
One Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Boulder Wealth Advisors, LLC 119.75%9.75%9.75%Q4 2022Q4 20221
Retireful, LLC 110.29%0.29%0.29%Q2 2023Q2 20231
Strategic Advocates LLC 110.26%0.26%0.26%Q3 2023Q3 20231
West Oak Capital, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Torch Wealth Management LLC 110.01%0.01%0.01%Q2 2014Q2 20141
KPP Advisory Services LLC 110.24%0.24%0.24%Q3 2023Q3 20231
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Keebeck Wealth Management, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Mayfair Advisory Group, LLC 110.82%0.82%0.82%Q4 2019Q4 20191
MOULTON WEALTH MANAGEMENT, INC 110.38%0.38%0.38%Q4 2019Q4 20191
Dentgroup LLC 110.24%0.24%0.24%Q4 2021Q4 20211
Buck Wealth Strategies, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Scarborough Advisors, LLC 110.52%0.52%0.52%Q3 2023Q3 20231
Clarity Financial LLC 110.14%0.14%0.14%Q2 2021Q2 20211
Karp Capital Management Corp 110.08%0.08%0.08%Q2 2022Q2 20221
REFRAME WEALTH, LLC 1123.62%23.62%23.62%Q4 2022Q4 20221
AURORA FINANCIAL ADVISORS, LLC 110.86%0.86%0.86%Q4 2017Q4 20171
Safeguard Investment Advisory Group, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
MFA WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
FCG ADVISORS, LLC 110.16%0.16%0.16%Q3 2020Q3 20201
ADE, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Pointe Capital Management LLC 112.98%2.98%2.98%Q4 2016Q4 20161
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2014Q1 20141
Taylor Hoffman Wealth Management 110.01%0.01%0.01%Q2 2020Q2 20201
CATALYST PRIVATE WEALTH, LLC 110.13%0.13%0.13%Q3 2020Q3 20201
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Rather & Kittrell, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Rinkey Investments 110.05%0.05%0.05%Q4 2021Q4 20211
PITTENGER & ANDERSON INC 110.01%0.01%0.01%Q1 2023Q1 20231
Model Capital Management LLC 117.94%7.94%7.94%Q3 2020Q3 20201
SAGE RHINO CAPITAL LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Atlas Wealth LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Cornell Pochily Investment Advisors, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Astor Investment Management LLC 117.77%7.77%7.77%Q3 2021Q3 20211
OXFORD FINANCIAL GROUP, LTD. LLC 110.02%0.02%0.02%Q4 2021Q4 20211
DESTINY CAPITAL SECURITIES CORPORATION 1115.84%15.84%15.84%Q3 2023Q3 20231
Institute for Wealth Management, LLC. 110.02%0.02%0.02%Q4 2019Q4 20191
Acropolis Investment Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
External links

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