SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Tortoise Investment Management, LLC 44440.00%0.69%5.68%Q4 2012Q3 202344
WELLS FARGO & COMPANY/MN 42420.01%0.02%0.04%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.02%0.06%0.18%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.02%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.15%0.52%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.04%0.13%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.02%0.02%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.05%0.49%1.05%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.01%0.03%0.14%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.07%0.34%Q2 2013Q3 202342
Valmark Advisers, Inc. 42421.89%3.25%4.55%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.04%0.09%0.19%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.03%Q2 2013Q3 202342
SHEETS SMITH WEALTH MANAGEMENT 21210.03%0.17%0.37%Q1 2013Q3 202342
FCA CORP /TX 42420.45%1.72%2.95%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.01%0.08%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.05%0.09%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42420.03%0.24%1.00%Q2 2013Q3 202342
STALEY CAPITAL ADVISERS INC 42420.15%0.29%0.50%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.07%0.14%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 41410.06%0.29%0.86%Q2 2013Q2 202341
ASSETMARK, INC 41410.00%0.20%1.17%Q3 2013Q3 202341
US BANCORP \DE\ 41410.01%0.01%0.04%Q3 2013Q3 202341
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 41410.11%0.30%0.89%Q3 2013Q3 202341
GOLDMAN SACHS GROUP INC 41410.00%0.01%0.04%Q3 2013Q3 202341
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40400.42%3.31%7.60%Q4 2013Q3 202340
TIEMANN INVESTMENT ADVISORS, LLC 40400.14%0.26%0.59%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.01%0.08%0.31%Q4 2013Q3 202340
PINNACLE ASSOCIATES LTD 40400.00%0.01%0.02%Q2 2013Q1 202340
SNS Financial Group, LLC 3280.05%0.38%1.20%Q1 2013Q3 202340
GOULD ASSET MANAGEMENT LLC /CA/ 2250.12%0.24%0.94%Q2 2013Q3 202340
SMITH, MOORE & CO. 40400.07%0.14%0.27%Q4 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 3630.00%0.02%0.06%Q4 2013Q3 202339
Gemmer Asset Management LLC 39392.42%4.03%5.56%Q1 2014Q3 202339
ATWOOD & PALMER INC 38380.00%0.34%1.09%Q2 2014Q3 202338
Bank of New York Mellon Corp 3010.00%0.00%0.01%Q2 2013Q3 202338
JPMORGAN CHASE & CO 38380.00%0.00%0.02%Q2 2014Q3 202338
BAILARD, INC. 3160.02%0.77%3.23%Q2 2014Q3 202337
CITIGROUP INC 2230.00%0.00%0.01%Q2 2013Q3 202337
FIFTH THIRD BANCORP 2010.00%0.00%0.00%Q2 2013Q3 202337
Beaumont Financial Partners, LLC 37370.02%0.51%1.37%Q3 2013Q3 202237
NAPLES GLOBAL ADVISORS, LLC 36360.06%0.23%0.49%Q4 2014Q3 202336
NOTTINGHAM ADVISORS, INC. 36360.05%0.25%1.32%Q4 2014Q3 202336
Marquette Asset Management, LLC 36360.02%0.23%0.48%Q2 2013Q1 202236
UBS Group AG 36360.01%0.02%0.06%Q4 2014Q3 202336
People's United Financial, Inc. 36360.01%0.01%0.02%Q2 2013Q1 202236
Baystate Wealth Management LLC 36360.63%6.10%14.60%Q4 2014Q3 202336
PARSONS CAPITAL MANAGEMENT INC/RI 35350.14%0.26%0.44%Q1 2015Q3 202335
Creative Planning 1780.00%0.08%0.83%Q2 2013Q3 202335
Windsor Capital Management, LLC 2330.10%1.69%3.83%Q2 2013Q3 202335
Argent Trust Co 35350.04%0.17%0.48%Q1 2015Q3 202335
STIFEL FINANCIAL CORP 3410.01%0.04%0.10%Q1 2014Q3 202335
AlphaMark Advisors, LLC 3040.22%2.06%3.07%Q1 2015Q3 202334
BLB&B Advisors, LLC 34340.06%0.52%0.91%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.06%0.17%0.30%Q2 2015Q3 202334
Raymond James Financial Services Advisors, Inc. 1810.00%0.03%0.09%Q2 2013Q3 202333
MCF Advisors LLC 1950.00%0.59%4.16%Q3 2014Q3 202333
Endurance Wealth Management, Inc. 33330.05%0.16%0.64%Q2 2015Q2 202333
BANK OF MONTREAL /CAN/ 2110.00%0.00%0.00%Q3 2013Q3 202333
DELTA ASSET MANAGEMENT LLC/TN 32320.00%0.42%0.84%Q4 2015Q3 202332
Eagle Ridge Investment Management 32320.64%2.04%3.37%Q3 2015Q2 202332
Capital Investment Services of America, Inc. 32320.19%0.39%0.65%Q4 2015Q3 202332
HM PAYSON & CO 19130.01%0.08%0.15%Q3 2015Q3 202332
Advisors Preferred, LLC 3110.32%2.55%27.29%Q4 2013Q2 202232
Cetera Advisors LLC 3010.02%0.05%0.13%Q2 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.13%0.56%Q1 2016Q3 202331
SeaBridge Investment Advisors LLC 31310.26%1.04%2.11%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.13%Q4 2015Q3 202331
Transamerica Financial Advisors, Inc. 2310.00%0.10%0.81%Q2 2013Q3 202331
Snowden Capital Advisors LLC 2280.02%0.04%0.11%Q1 2016Q3 202330
DEUTSCHE BANK AG\ 2460.00%0.00%0.01%Q3 2013Q3 202330
3D ASSET MANAGEMENT, INC 30300.10%2.22%6.54%Q2 2013Q3 202030
CAPTRUST FINANCIAL ADVISORS 2610.00%0.03%0.16%Q4 2014Q3 202330
Janney Montgomery Scott LLC 2820.00%0.52%0.89%Q3 2014Q3 202330
Capital Advisors, Ltd. LLC 30300.01%0.02%0.04%Q2 2016Q3 202330
TCI Wealth Advisors, Inc. 15150.00%0.05%0.16%Q1 2013Q1 202330
BOSTON FINANCIAL MANGEMENT LLC 30300.13%0.91%2.17%Q2 2016Q3 202330
Brinker Capital Investments, LLC 2730.00%0.28%0.93%Q2 2013Q4 202230
CABOT WEALTH MANAGEMENT INC 2310.04%1.47%3.40%Q4 2014Q3 202329
Cottage Street Advisors LLC 2230.00%3.38%6.97%Q1 2016Q3 202329
First Horizon Advisors, Inc. 2450.00%1.12%2.40%Q4 2015Q3 202329
CONNING INC. 29290.01%0.21%0.67%Q2 2016Q2 202329
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 28280.02%0.42%0.74%Q4 2016Q3 202328
OPTIMUM INVESTMENT ADVISORS 1830.01%0.14%0.36%Q3 2013Q4 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.99%1.86%3.47%Q4 2016Q3 202328
Migdal Insurance & Financial Holdings Ltd. 28280.00%0.01%0.04%Q4 2016Q3 202328
Bridgeworth, LLC 28280.05%3.08%10.05%Q4 2016Q3 202328
WestEnd Advisors, LLC 2610.00%1.73%3.54%Q4 2016Q3 202327
MASSMUTUAL TRUST CO FSB/ADV 2520.05%0.12%0.46%Q2 2014Q4 202327
JANE STREET GROUP, LLC 710.00%0.02%0.12%Q3 2014Q3 202327
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1710.00%0.00%0.00%Q2 2013Q3 202327
LGL PARTNERS, LLC 27270.03%0.38%1.26%Q4 2015Q2 202227
EDMOND DE ROTHSCHILD HOLDING S.A. 1840.00%0.03%0.17%Q2 2016Q3 202327
Stadion Money Management, LLC 27270.03%1.26%10.69%Q4 2015Q2 202227
RiverFront Investment Group, LLC 1980.02%1.32%6.19%Q1 2014Q3 202327
Cetera Advisor Networks LLC 16110.01%0.07%0.23%Q3 2016Q3 202327
Gradient Investments LLC 2430.00%1.45%4.28%Q3 2016Q3 202327
Asset Planning Services, Ltd. 27273.75%7.11%11.96%Q2 2015Q4 202127
Vontobel Swiss Wealth Advisors AG 27270.40%1.79%3.28%Q4 2014Q2 202127
Stratford Consulting, LLC 16110.17%0.33%0.71%Q2 2013Q1 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.05%0.12%Q2 2013Q4 201927
S. R. Schill & Associates 2060.09%2.53%8.46%Q4 2014Q1 202226
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2510.00%0.03%0.19%Q2 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.05%0.54%Q2 2017Q3 202326
Founders Capital Management 13130.02%0.27%0.35%Q1 2017Q4 202326
HUNTINGTON NATIONAL BANK 2110.00%0.46%0.81%Q3 2013Q3 202326
Kingsview Wealth Management, LLC 2060.03%0.42%1.01%Q1 2017Q3 202326
DEARBORN PARTNERS LLC 26260.01%0.05%0.14%Q2 2013Q3 201926
CWM, LLC 1320.00%0.02%0.21%Q3 2015Q3 202326
REILLY FINANCIAL ADVISORS, LLC 2510.00%0.01%0.05%Q1 2015Q4 202126
Continuum Advisory, LLC 1690.11%0.60%0.91%Q1 2017Q3 202325
Hirtle Callaghan & Co LLC 25250.41%8.06%12.16%Q3 2017Q3 202325
Bray Capital Advisors 2320.00%0.01%0.07%Q2 2015Q3 202325
New England Private Wealth Advisors LLC 25250.38%1.02%1.91%Q4 2012Q4 201825
Martin Capital Partners, LLC 25251.83%2.62%3.17%Q4 2017Q4 202325
STEPHENS INC /AR/ 2230.05%0.26%1.65%Q2 2013Q3 202325
Atria Investments, Inc 1690.03%0.09%0.19%Q4 2013Q3 202325
1834 INVESTMENT ADVISORS CO 1870.01%0.05%0.17%Q3 2015Q1 202225
Baltimore-Washington Financial Advisors, Inc. 2140.01%0.35%0.73%Q4 2013Q3 202325
SEI INVESTMENTS CO 910.00%0.00%0.01%Q4 2014Q3 202325
Steward Partners Investment Advisory, LLC 1860.00%0.06%0.14%Q2 2017Q3 202324
UNITED SERVICES AUTOMOBILE ASSOCIATION 1110.00%0.21%0.90%Q2 2014Q3 202324
Gibraltar Capital Management, Inc. 24240.39%1.44%2.27%Q4 2016Q3 202224
Mascoma Wealth Management LLC 12121.47%3.48%7.35%Q4 2016Q3 202324
OneDigital Investment Advisors LLC 2010.00%0.04%0.10%Q2 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.14%0.41%Q4 2017Q3 202324
All Terrain Financial Advisors, LLC 24240.28%1.27%2.57%Q4 2017Q3 202324
Harel Insurance Investments & Financial Services Ltd. 1130.00%0.04%0.20%Q1 2016Q3 202324
Winch Advisory Services, LLC 2040.01%0.93%10.77%Q4 2015Q3 202324
Stratos Wealth Partners, LTD. 2310.01%0.05%0.14%Q1 2015Q3 202324
PINNACLE FINANCIAL PARTNERS INC 24240.02%0.33%0.55%Q4 2017Q3 202324
Mariner, LLC 2310.00%0.02%0.08%Q3 2016Q3 202324
VISTA INVESTMENT MANAGEMENT 24242.38%3.01%3.98%Q4 2017Q3 202324
Larson Financial Group LLC 24240.22%1.68%3.76%Q4 2017Q3 202324
Front Row Advisors LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
HSBC HOLDINGS PLC 24240.00%0.00%0.01%Q1 2017Q4 202224
Advocacy Wealth Management Services, LLC 1010.00%5.16%12.88%Q2 2013Q3 202324
Compass Financial Group, Inc. 24240.64%8.37%15.04%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.08%Q4 2017Q3 202324
SIGNET FINANCIAL MANAGEMENT, LLC 24240.04%0.48%1.43%Q4 2017Q3 202324
Boston Standard Wealth Management, LLC 2220.47%0.63%1.49%Q4 2017Q4 202324
Advisory Services Network, LLC 1310.00%0.04%0.21%Q3 2015Q3 202324
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.01%Q2 2013Q3 202324
BB&T SECURITIES, LLC 24240.01%0.24%0.71%Q4 2013Q3 201924
WRAPMANAGER INC 23231.27%2.10%4.19%Q1 2018Q3 202323
Kohmann Bosshard Financial Services, LLC 2010.11%0.33%0.89%Q4 2016Q3 202323
MainStreet Investment Advisors LLC 2120.22%0.46%1.53%Q4 2017Q3 202323
Brown Advisory Securities, LLC 23230.07%0.24%0.50%Q4 2016Q2 202223
STEPHENS GROUP ASSET MANAGEMENT, LLC 23230.01%0.05%0.07%Q1 2018Q3 202323
PALLADIUM PARTNERS LLC 23230.02%0.22%0.45%Q3 2016Q1 202223
SeaCrest Wealth Management, LLC 1760.01%0.15%0.34%Q4 2017Q3 202323
Litman Gregory Wealth Management LLC 1820.01%2.00%8.74%Q3 2017Q3 202323
EAGLE GLOBAL ADVISORS LLC 23230.04%0.23%0.42%Q1 2018Q3 202323
Horizon Kinetics 23230.01%0.02%0.02%Q2 2013Q4 201823
Capital Analysts, LLC 2030.00%0.01%0.02%Q2 2015Q3 202323
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.09%0.20%Q2 2018Q3 202322
Occidental Asset Management, LLC 22220.34%6.39%10.32%Q2 2018Q3 202322
WealthTrust-Arizona, LLC 1390.01%0.25%1.94%Q2 2013Q4 201822
Belpointe Asset Management LLC 1840.02%0.07%0.24%Q1 2018Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.00%0.10%0.76%Q2 2018Q3 202322
AMG National Trust Bank 1930.01%0.03%0.05%Q1 2015Q4 202222
BlackRock Inc. 1410.00%0.01%0.04%Q3 2016Q4 202222
RiverGlades Family Offices LLC 1440.80%1.42%4.46%Q4 2017Q3 202322
CAPITAL MANAGEMENT CORP /VA 22220.07%0.09%0.11%Q2 2013Q3 201822
Manning & Napier Group, LLC 1840.02%0.15%0.30%Q1 2018Q3 202322
Gradient Capital Advisors, LLC 22220.25%0.60%0.98%Q2 2018Q3 202322
PrairieView Partners, LLC 22220.06%0.16%0.44%Q2 2018Q3 202322
Simmons Bank 1510.05%0.29%0.38%Q1 2016Q3 202222
Probity Advisors, Inc. 1220.49%1.59%2.01%Q4 2017Q3 202322
FMR LLC 2110.00%0.00%0.00%Q1 2018Q3 202322
MUFG Americas Holdings Corp 1750.00%0.02%0.07%Q4 2013Q2 202022
Silver Lake Advisory, LLC 2110.24%2.21%3.21%Q1 2018Q3 202322
Global Retirement Partners, LLC 960.00%0.02%0.06%Q4 2016Q3 202322
TIAA, FSB 21210.00%0.94%2.54%Q2 2018Q2 202321
Willow Creek Wealth Management Inc. 21210.35%4.07%5.63%Q3 2018Q3 202321
Ancora Advisors LLC 1810.00%0.03%0.05%Q3 2015Q3 202321
Cornerstone Management, Inc. 21211.21%2.20%4.45%Q3 2018Q3 202321
Catalyst Capital Advisors LLC 21210.01%0.02%0.06%Q1 2017Q1 202221
RFG Advisory, LLC 1470.04%0.26%1.30%Q4 2017Q3 202321
NORTHERN TRUST CORP 21210.00%0.00%0.00%Q2 2017Q2 202221
Dakota Wealth Management 21210.03%0.09%0.18%Q3 2018Q3 202321
AE Wealth Management LLC 21210.01%0.14%0.46%Q3 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.01%0.01%0.01%Q2 2018Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.14%0.40%Q3 2018Q3 202321
Windham Capital Management, LLC 21211.55%3.78%6.08%Q3 2018Q3 202321
Members Trust Co 1420.03%3.37%5.12%Q2 2016Q3 202321
Pinnacle Bancorp, Inc. 2010.11%0.22%0.37%Q1 2017Q3 202321
Arete Wealth Advisors, LLC 1820.05%0.11%0.27%Q3 2018Q3 202320
Wellesley Investment Partners, LLC 20200.29%3.96%5.61%Q4 2015Q3 202020
Cito Capital Group, LLC 20200.16%0.22%0.37%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.12%1.96%3.94%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.01%0.06%Q4 2018Q3 202320
LexAurum Advisors, LLC 1910.10%0.43%2.36%Q2 2018Q3 202320
First Allied Advisory Services, Inc. 1410.01%0.06%0.22%Q4 2013Q3 202020
BESSEMER GROUP INC 1810.00%0.01%0.01%Q1 2014Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.01%0.08%0.43%Q1 2016Q4 202020
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1280.01%0.02%0.03%Q3 2018Q3 202320
Eukles Asset Management 20201.73%2.25%2.94%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.03%0.17%Q4 2017Q3 202220
Ausdal Financial Partners, Inc. 20200.07%0.19%0.32%Q1 2018Q4 202220
FinTrust Capital Advisors, LLC 20200.00%0.03%0.10%Q4 2018Q3 202320
WealthOne, LLC 20200.07%0.16%0.89%Q4 2018Q3 202320
Quantitative Advantage, LLC 1820.34%1.73%4.91%Q3 2013Q4 201920
Bellecapital International Ltd. 20200.07%0.16%0.28%Q4 2018Q3 202320
RAYMOND JAMES TRUST N.A. 1820.01%0.03%0.06%Q2 2018Q3 202320
HL FINANCIAL SERVICES LLC 20200.07%0.11%0.13%Q2 2013Q1 201820
PFG Advisors 1550.03%0.18%0.60%Q4 2017Q3 202320
TPG Financial Advisors, LLC 20200.34%8.88%19.42%Q4 2018Q3 202320
Parallel Advisors, LLC 1710.00%0.15%1.10%Q1 2017Q3 202320
TD Capital Management LLC 1730.01%0.04%0.06%Q3 2014Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Integrated Wealth Concepts LLC 19190.01%0.04%0.13%Q1 2019Q3 202319
Roundview Capital LLC 19190.12%0.20%0.30%Q1 2019Q3 202319
BALDWIN BROTHERS LLC/MA 19190.00%0.00%0.01%Q1 2018Q3 202219
Greenwich Wealth Management LLC 19190.06%0.19%0.41%Q1 2019Q3 202319
COURIER CAPITAL LLC 19190.03%0.25%0.65%Q1 2019Q3 202319
StrategIQ Financial Group, LLC 19190.22%3.02%4.92%Q1 2019Q3 202319
Kovitz Investment Group Partners, LLC 19190.02%0.11%0.29%Q1 2019Q3 202319
Wealthstar Advisors, LLC 1090.34%0.53%0.84%Q1 2018Q3 202319
Sandy Spring Bank 1110.00%0.00%0.00%Q4 2014Q3 202319
Barrett Asset Management, LLC 19190.00%0.00%0.00%Q1 2017Q3 202119
M&T BANK CORP 1360.00%0.01%0.06%Q3 2014Q3 202319
DAVENPORT & Co LLC 1090.00%0.06%0.24%Q3 2013Q3 202319
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 19190.01%0.09%0.29%Q2 2014Q4 201819
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.23%0.51%0.90%Q1 2019Q3 202319
Financial Advocates Investment Management 1450.04%0.11%0.22%Q4 2018Q3 202319
NEW ENGLAND ASSET MANAGEMENT INC 19190.05%0.06%0.07%Q2 2018Q4 202219
Buckingham Capital Management, Inc. 18181.72%4.72%7.05%Q2 2019Q3 202318
COLTON GROOME FINANCIAL ADVISORS, LLC 18180.09%0.60%1.87%Q2 2019Q3 202318
KEYBANK NATIONAL ASSOCIATION/OH 1610.00%0.00%0.00%Q2 2015Q3 202318
Princeton Portfolio Strategies Group LLC 18180.07%0.14%0.25%Q1 2017Q2 202118
Jacobi Capital Management LLC 18180.00%0.18%0.27%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.01%0.01%Q2 2013Q3 201718
Great Point Wealth Advisors, LLC 1261.11%6.79%17.39%Q4 2018Q3 202318
Financial Enhancement Group LLC 18180.07%1.01%6.13%Q2 2019Q3 202318
Capital Advisory Group Advisory Services, LLC 1170.02%0.34%0.78%Q1 2019Q3 202318
Diligent Investors, LLC 18180.11%0.16%0.22%Q2 2019Q3 202318
Money Design Co.,Ltd. 1350.16%0.41%0.59%Q1 2019Q3 202318
TD Ameritrade Trust Co 18181.12%1.59%2.06%Q2 2013Q3 201718
RAND WEALTH, LLC 18182.20%3.13%4.19%Q2 2014Q3 201818
Jackson Hole Capital Partners, LLC 18180.01%0.01%0.01%Q2 2019Q3 202318
Vestmark Advisory Solutions, Inc. 18180.03%0.44%0.80%Q1 2019Q2 202318
D.A. DAVIDSON & CO. 17170.00%0.00%0.00%Q2 2013Q2 201717
OLD MISSION CAPITAL LLC 910.02%0.29%1.07%Q2 2017Q3 202317
Vectors Research Management, LLC 17170.12%1.33%2.20%Q3 2019Q3 202317
Cetera Investment Advisers 17170.01%0.07%0.14%Q3 2019Q3 202317
Stillwater Capital Advisors, LLC 17170.13%0.28%1.55%Q3 2018Q3 202217
Towercrest Capital Management 1520.04%0.14%0.59%Q2 2018Q3 202317
NEXT Financial Group, Inc 1110.01%0.02%0.05%Q3 2016Q4 202117
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.01%Q4 2014Q3 202317
Western Wealth Management, LLC 830.03%0.05%0.08%Q4 2018Q3 202317
IndexIQ Advisors LLC 17170.01%0.53%1.29%Q1 2018Q1 202217
Patriot Financial Group Insurance Agency, LLC 1030.01%0.02%0.04%Q3 2017Q2 202217
Hilltop Holdings Inc. 17170.54%1.24%1.80%Q3 2019Q3 202317
NICOLET ADVISORY SERVICES, LLC 17170.23%2.19%7.90%Q1 2019Q1 202317
Bartlett & Co. LLC 820.00%0.02%0.09%Q2 2019Q4 202317
Koshinski Asset Management, Inc. 1610.06%0.35%0.78%Q1 2015Q3 202317
RED CEDAR INVESTMENT MANAGEMENT, LLC 17170.81%3.20%7.03%Q3 2019Q3 202317
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 930.05%1.00%2.06%Q1 2018Q1 202316
TRUEFG, LLC 16162.74%2.98%3.47%Q4 2019Q3 202316
IRON Financial LLC 1121.46%7.40%11.67%Q1 2018Q3 202316
SUNTRUST BANKS INC 16160.00%0.01%0.02%Q4 2015Q3 201916
MANAGED ACCOUNT SERVICES INC 16160.95%2.07%3.18%Q4 2017Q3 202116
TWO SIGMA SECURITIES, LLC 310.00%0.06%0.33%Q2 2016Q2 202316
PHILADELPHIA TRUST CO 1310.04%0.12%0.20%Q2 2016Q3 202016
Asset Dedication, LLC 1010.00%0.02%0.04%Q4 2015Q3 202316
Smithfield Trust Co 1150.00%0.47%1.18%Q1 2016Q3 202316
COLONY GROUP LLC 610.00%0.12%0.42%Q3 2013Q4 202216
TWIN FOCUS CAPITAL PARTNERS, LLC 16160.15%0.44%0.82%Q2 2013Q1 201716
Mine & Arao Wealth Creation & Management, LLC. 16160.02%0.02%0.04%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.02%0.14%0.24%Q4 2019Q3 202316
SkyOak Wealth, LLC 16160.09%0.34%0.83%Q4 2019Q3 202316
CreativeOne Wealth, LLC 16160.03%0.35%0.64%Q4 2019Q3 202316
Winfield Associates, Inc. 16160.06%0.17%0.42%Q1 2014Q4 201716
Cedar Mountain Advisors, LLC 16165.94%7.96%10.26%Q4 2019Q3 202316
Winslow, Evans & Crocker, Inc. 1510.00%0.00%0.00%Q4 2013Q4 202016
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 16160.01%0.20%1.21%Q4 2019Q3 202316
Perkins Coie Trust Co 16160.01%0.01%0.02%Q2 2015Q1 201916
AVANTAX ADVISORY SERVICES, INC. 16160.10%0.14%0.19%Q4 2019Q3 202316
HORIZON KINETICS ASSET MANAGEMENT LLC 16160.01%0.02%0.03%Q1 2019Q4 202216
Antonetti Capital Management LLC 910.87%2.30%5.88%Q2 2010Q3 202316
FAS Wealth Partners, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
Realta Investment Advisors 1230.03%0.08%0.11%Q2 2019Q3 202315
Cooper Financial Group 15150.17%0.47%0.85%Q3 2019Q1 202315
Renaissance Technologies 1010.00%0.01%0.02%Q4 2017Q3 202315
WealthShield Partners, LLC 910.01%0.12%1.66%Q1 2018Q3 202315
REINHART PARTNERS, LLC. 1320.01%0.06%0.14%Q2 2013Q3 202315
ATLAS CAPITAL ADVISORS LLC 1110.00%0.01%0.02%Q1 2018Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.03%Q2 2013Q4 201615
Foresight Wealth Management, LLC 15150.20%2.97%5.73%Q1 2019Q3 202215
HNP Capital LLC 15150.10%1.38%2.28%Q3 2019Q1 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.00%0.04%0.11%Q1 2020Q3 202315
Detalus Advisors, LLC 15150.13%2.84%11.40%Q4 2019Q2 202315
Investors Research Corp 15150.01%0.04%0.08%Q1 2020Q3 202315
PacWest Financial Management Inc 15151.25%2.95%3.98%Q2 2013Q4 201615
Vantage Investment Advisors, LLC 15150.00%0.01%0.04%Q1 2015Q3 201815
Rockefeller Capital Management L.P. 15150.00%0.00%0.01%Q4 2019Q2 202315
TrinityPoint Wealth, LLC 15150.28%0.69%0.86%Q4 2018Q2 202215
N.E.W. Advisory Services LLC 1410.45%0.50%0.66%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.06%0.10%0.14%Q1 2020Q3 202315
Private Advisory Group LLC 1230.41%1.38%4.76%Q1 2017Q1 202215
MBM Wealth Consultants, LLC 15150.00%4.31%9.06%Q4 2018Q2 202215
Prospera Financial Services Inc 1110.01%0.41%1.71%Q2 2015Q3 202315
Citadel Advisors 310.00%0.00%0.01%Q2 2015Q3 202315
C M BIDWELL & ASSOCIATES LTD 15150.01%0.26%1.09%Q4 2017Q2 202115
Rosenberg Matthew Hamilton 15151.59%2.37%2.83%Q1 2020Q3 202315
IHT Wealth Management, LLC 1310.03%0.20%0.66%Q1 2018Q3 202315
Advisor Group, Inc. 15150.01%0.07%0.27%Q2 2016Q4 201915
Retirement Group, LLC 1410.05%0.30%0.65%Q4 2019Q3 202315
Disciplined Investments, LLC 15150.00%0.00%0.00%Q4 2019Q2 202315
Alliance Wealth Management Group 830.06%0.36%1.09%Q4 2017Q2 202315
IAG Wealth Partners, LLC 860.02%0.15%0.67%Q4 2019Q3 202314
Windhaven Investment Management, Inc. 14142.71%6.18%8.80%Q2 2013Q3 201614
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Stockman Wealth Management, Inc. 860.07%2.35%5.19%Q1 2019Q1 202314
AT Bancorp 14140.23%0.43%0.67%Q4 2015Q1 201914
CAPITAL INSIGHT PARTNERS, LLC 14140.08%0.55%1.35%Q2 2020Q3 202314
NORTHERN CAPITAL MANAGEMENT LLC 14140.22%0.76%1.79%Q3 2015Q4 201814
Sunflower Bank, N.A. 14140.08%7.59%18.86%Q2 2020Q3 202314
JAMES INVESTMENT RESEARCH INC 14140.26%0.38%0.50%Q2 2020Q3 202314
ROOSEVELT INVESTMENT GROUP LLC 14140.02%0.03%0.04%Q2 2019Q3 202214
Graypoint LLC 14140.09%0.13%0.23%Q1 2020Q2 202314
Relative Value Partners Group, LLC 14142.32%2.93%3.84%Q2 2020Q3 202314
LAZARD ASSET MANAGEMENT LLC 14140.03%0.04%0.04%Q2 2014Q3 201714
Mutual Advisors, LLC 1310.02%0.07%0.37%Q4 2018Q3 202314
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 14140.38%0.91%1.76%Q2 2020Q3 202314
Goodman Financial Corp 14140.15%4.82%9.56%Q4 2017Q1 202114
Steinberg Global Asset Management 14140.04%3.42%4.23%Q3 2015Q4 201814
Resonant Capital Advisors, LLC 14140.03%0.08%0.16%Q1 2020Q2 202314
MARINER INDEPENDENT ADVISOR NETWORK, LLC 950.03%0.23%0.54%Q1 2019Q3 202214
TRUSTCORE FINANCIAL SERVICES, LLC 14140.00%0.00%0.00%Q3 2019Q4 202214
GeoWealth Management, LLC 14140.24%0.77%1.38%Q2 2020Q3 202314
Pacifica Partners Inc. 1130.00%0.00%0.00%Q4 2019Q4 202314
BAINCO INTERNATIONAL INVESTORS 1110.02%0.07%0.26%Q1 2017Q4 202014
MOTCO 1310.00%0.00%0.01%Q4 2018Q3 202314
Crestwood Advisors Group, LLC 1210.01%0.02%0.02%Q3 2017Q3 202314
Soros Fund Management 14140.02%0.49%0.86%Q2 2020Q3 202314
Columbus Macro, LLC 14140.52%1.14%3.09%Q4 2019Q1 202314
Alera Investment Advisors, LLC 1220.02%0.08%0.11%Q4 2018Q2 202314
Hexagon Capital Partners LLC 13130.00%0.01%0.03%Q3 2020Q3 202313
HBW ADVISORY SERVICES LLC 13130.12%0.24%0.86%Q3 2020Q3 202313
BADGLEY PHELPS & BELL INC 13130.02%0.04%0.06%Q2 2018Q2 202113
Charles Schwab Investment Advisory, Inc. 760.00%0.19%0.42%Q2 2018Q3 202313
PARK AVENUE SECURITIES LLC 13130.01%0.03%0.06%Q3 2020Q3 202313
HARBOR INVESTMENT ADVISORY, LLC 13130.00%0.01%0.03%Q3 2020Q3 202313
CENTAURUS FINANCIAL, INC. 1210.00%0.07%0.15%Q2 2018Q1 202213
GREAT VALLEY ADVISOR GROUP, INC. 13130.03%0.13%0.43%Q3 2020Q3 202313
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 760.05%0.07%0.10%Q2 2020Q3 202313
NORTHWEST WEALTH MANAGEMENT, LLC 850.01%0.08%0.17%Q1 2018Q1 202313
ZACKS INVESTMENT MANAGEMENT 13130.03%0.06%0.11%Q3 2020Q3 202313
Sanctuary Wealth Management, L.L.C. 13130.34%2.41%21.24%Q1 2018Q1 202113
IFG Advisory, LLC 13130.07%0.08%0.09%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.05%0.09%Q3 2020Q3 202313
CGN Advisors LLC 13130.39%2.59%4.87%Q4 2020Q4 202313
Sigma Planning Corp 13130.01%0.04%0.10%Q3 2020Q3 202313
NewSquare Capital LLC 760.00%1.06%3.72%Q2 2015Q3 202313
Crabel Capital Management, LLC 540.12%0.46%1.41%Q3 2018Q3 202313
BFSG, LLC 13130.05%0.87%1.82%Q1 2017Q1 202013
WESTPORT RESOURCES MANAGEMENT INC 13130.10%0.18%0.38%Q2 2013Q2 201613
VisionPoint Advisory Group, LLC 13130.48%2.37%4.51%Q3 2020Q3 202313
Arlington Partners LLC 13130.06%0.42%4.53%Q4 2017Q4 202013
SPINNAKER TRUST 13130.02%4.53%6.06%Q3 2014Q3 201713
Capital Investment Advisors, LLC 1120.01%0.02%0.03%Q3 2014Q2 201813
Concert Wealth Management Inc. 1110.00%0.08%0.17%Q3 2013Q3 201612
HHM Wealth Advisors, LLC 12120.01%0.03%0.05%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
New Potomac Partners, LLC 12120.02%0.02%0.03%Q4 2017Q3 202012
EMERSON INVESTMENT MANAGEMENT, LLC 12120.80%0.89%0.96%Q2 2013Q1 201612
Daiwa Securities Group Inc. 12120.00%0.00%0.00%Q4 2016Q3 201912
ALTFEST L J & CO INC 12120.05%0.37%1.20%Q3 2018Q2 202112
Rodgers & Associates, LTD 12125.86%6.57%7.18%Q4 2020Q3 202312
Orion Capital Management LLC 12120.08%0.54%1.02%Q4 2020Q3 202312
Windward Private Wealth Management Inc. 12121.91%3.30%6.80%Q4 2020Q3 202312
Echo Wealth Management, LLC 12121.15%2.30%4.93%Q4 2020Q3 202312
Thrive Capital Management, LLC 12122.45%3.34%3.90%Q4 2020Q3 202312
Mirae Asset Global Investments Co., Ltd. 1020.01%0.10%0.71%Q3 2014Q3 202312
True Link Financial Advisors, LLC 12120.02%0.04%0.05%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12120.04%2.31%4.34%Q4 2020Q3 202312
Compass Ion Advisors, LLC 12120.11%0.26%0.58%Q4 2019Q3 202212
CENTRAL TRUST Co 12120.00%0.00%0.01%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.05%0.11%0.18%Q4 2020Q3 202312
ECLECTIC ASSOCIATES INC /ADV 12120.12%0.59%1.10%Q4 2020Q3 202312
BARCLAYS PLC 1010.00%0.00%0.01%Q2 2013Q3 201812
M Holdings Securities, Inc. 660.38%1.54%2.32%Q1 2020Q2 202312
Clean Yield Group 1010.02%0.07%0.12%Q3 2016Q3 202212
Hudock, Inc. 710.00%0.01%0.03%Q2 2014Q3 202212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.18%0.20%0.22%Q4 2018Q3 202112
O'Dell Group, LLC 810.01%0.08%0.14%Q2 2019Q2 202312
ACIMA PRIVATE WEALTH, LLC 12121.94%3.89%4.77%Q2 2019Q1 202212
CREDIT SUISSE AG/ 840.00%0.00%0.02%Q1 2013Q2 202312
Fullen Financial Group 12122.00%2.47%3.53%Q2 2020Q1 202312
D. SCOTT NEAL, INC. 930.09%1.46%5.56%Q2 2015Q3 202112
Galvin, Gaustad & Stein, LLC 12120.15%0.82%1.61%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Destination Wealth Management 610.00%2.16%5.22%Q3 2016Q3 202312
Wells Financial Advisors INC 12120.57%1.04%1.49%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 1110.01%0.02%0.04%Q4 2019Q4 202212
Strategic Wealth Partners, Ltd. 12120.22%2.72%3.76%Q2 2020Q1 202312
Certified Advisory Corp 1110.01%0.02%0.03%Q4 2017Q1 202112
Orin Green Financial, LLC 12120.62%0.95%1.59%Q4 2020Q3 202312
Allworth Financial LP 12120.00%0.00%0.00%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12122.51%3.11%4.00%Q4 2020Q3 202312
WESPAC Advisors, LLC 12120.55%1.03%1.99%Q2 2013Q1 201612
FFT WEALTH MANAGEMENT LLC 530.03%0.09%0.17%Q2 2016Q1 202212
Better Money Decisions, LLC 11110.19%0.51%1.19%Q1 2021Q3 202311
SALEM INVESTMENT COUNSELORS INC 920.01%0.01%0.01%Q4 2016Q2 202111
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.00%0.00%Q1 2021Q3 202311
FIFTH THIRD SECURITIES, INC. 11110.10%0.99%1.55%Q3 2018Q1 202111
Bluefin Trading, LLC 510.04%0.20%0.57%Q3 2014Q1 202011
Evensky & Katz LLC 11110.02%0.05%0.09%Q1 2018Q3 202011
Sowell Financial Services LLC 1010.09%0.16%0.26%Q3 2019Q1 202311
WEALTHSOURCE PARTNERS, LLC 810.06%1.97%3.64%Q1 2017Q4 202211
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Strategic Wealth Management Group, LLC 11110.33%0.62%0.88%Q4 2018Q2 202111
MERCER GLOBAL ADVISORS INC /ADV 11110.01%0.01%0.01%Q1 2021Q3 202311
Bedel Financial Consulting, Inc. 1010.00%0.01%0.02%Q1 2018Q2 202111
LifePlan Financial Group, Inc 11110.00%0.03%0.11%Q1 2018Q3 202011
Cognios Capital, LLC 11110.12%0.18%0.24%Q2 2016Q4 201811
Orion Portfolio Solutions, LLC 410.00%0.02%0.16%Q4 2019Q3 202311
Clearview Wealth Advisors LLC 11110.09%1.13%2.76%Q4 2020Q2 202311
Jefferies Group LLC 610.00%0.05%0.20%Q3 2013Q2 202011
SYNOVUS FINANCIAL CORP 610.00%0.00%0.00%Q3 2016Q1 202011
CURIAN CAPITAL LLC 11110.03%0.05%0.07%Q2 2013Q4 201511
COHEN & STEERS, INC. 650.00%0.01%0.02%Q4 2020Q3 202311
YorkBridge Wealth Partners, LLC 11110.02%0.03%0.03%Q4 2016Q2 201911
Koss-Olinger Consulting, LLC 11110.08%0.12%0.16%Q1 2021Q3 202311
Westover Capital Advisors, LLC 11110.22%1.17%1.77%Q2 2020Q4 202211
US FINANCIAL ADVISORS, LLC 11110.09%0.18%0.42%Q4 2020Q2 202311
Ledyard National Bank 11110.00%0.01%0.01%Q1 2015Q3 201711
Municipal Employees' Retirement System of Michigan 11110.08%0.11%0.19%Q1 2021Q3 202311
Wealthcare Advisory Partners LLC 520.00%0.12%0.45%Q1 2019Q1 202311
TRUEWEALTH LLC 11110.03%0.03%0.03%Q4 2017Q2 202011
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 810.02%0.34%1.27%Q2 2013Q3 202311
WEBSTER BANK, N. A. 11110.01%0.01%0.02%Q1 2021Q3 202311
J.W. COLE ADVISORS, INC. 830.01%0.02%0.03%Q4 2020Q3 202311
Miracle Mile Advisors, LLC 11110.01%0.03%0.06%Q3 2020Q1 202311
BENJAMIN F. EDWARDS & COMPANY, INC. 710.00%0.01%0.05%Q1 2015Q3 202311
Avior Wealth Management, LLC 810.00%0.00%0.02%Q4 2015Q2 202311
WEALTHCARE CAPITAL MANAGEMENT LLC 11110.01%0.20%0.41%Q1 2014Q3 201611
MEITAV INVESTMENT HOUSE LTD 510.00%0.01%0.01%Q3 2020Q3 202311
Penobscot Investment Management Company, Inc. 10100.22%0.47%0.66%Q2 2021Q3 202310
Keudell/Morrison Wealth Management 10100.10%1.11%7.14%Q4 2019Q1 202210
Whitcomb & Hess, Inc. 10100.25%3.09%5.38%Q2 2021Q3 202310
Sequoia Financial Advisors, LLC 730.06%0.15%0.22%Q4 2013Q2 201610
NSI Retail Advisors, LLC 10100.41%0.62%0.89%Q2 2021Q3 202310
Stonehearth Capital Management, LLC 10100.15%0.35%0.70%Q2 2018Q3 202010
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
BROWN BROTHERS HARRIMAN & CO 820.00%0.34%0.91%Q2 2020Q3 202310
TRANSCEND CAPITAL ADVISORS, LLC 640.12%0.46%0.90%Q4 2019Q2 202210
Matthew Goff Investment Advisor, LLC 550.06%0.15%0.32%Q3 2017Q2 202110
MidWestOne Financial Group, Inc. 640.08%0.43%0.95%Q2 2019Q4 202110
Cerity Partners LLC 10100.00%0.06%0.15%Q1 2021Q2 202310
Lake Point Wealth Management 520.00%0.02%0.18%Q4 2018Q2 202210
RDA Financial Network 730.09%0.87%1.79%Q1 2019Q3 202310
Bison Wealth, LLC 10100.07%0.19%0.29%Q2 2021Q3 202310
Moloney Securities Asset Management, LLC 730.04%0.21%0.39%Q4 2016Q1 202110
Capital Directions Investment Advisors, LLC 910.06%0.13%0.31%Q3 2015Q1 201810
Wealthquest Corp 550.06%0.40%0.91%Q4 2018Q2 202110
Alpha Omega Wealth Management LLC 910.01%0.23%0.33%Q1 2019Q3 202310
FRONTIER INVESTMENT MGMT CO 10100.10%0.12%0.14%Q1 2018Q2 202010
LEVEL FOUR ADVISORY SERVICES, LLC 520.02%0.12%0.22%Q4 2016Q2 202110
THRIVENT FINANCIAL FOR LUTHERANS 10100.01%0.02%0.04%Q2 2021Q3 202310
Wealthspire Advisors, LLC 910.02%0.04%0.06%Q1 2021Q3 202310
Carnegie Capital Asset Management, LLC 10100.01%0.02%0.02%Q4 2019Q1 202210
Cadent Capital Advisors, LLC 730.08%0.10%0.12%Q4 2020Q3 202310
Bellwether Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
CSM Advisors, LLC 10100.19%0.26%0.36%Q2 2021Q3 202310
NICOLET BANKSHARES INC 10100.08%0.12%0.18%Q1 2018Q2 202010
HighMark Wealth Management LLC 10100.01%0.02%0.06%Q2 2021Q3 202310
WFA of San Diego, LLC 410.09%0.14%0.22%Q2 2020Q3 202310
AUGUSTINE ASSET MANAGEMENT INC 10100.10%0.12%0.15%Q2 2021Q3 202310
JUNCTURE WEALTH STRATEGIES, LLC 820.11%0.22%0.36%Q2 2018Q4 202310
EXCALIBUR MANAGEMENT CORP 10100.23%1.24%1.95%Q4 2019Q1 202210
WEDBUSH SECURITIES INC 520.01%0.05%0.16%Q2 2018Q3 202310
Anchor Investment Management, LLC 910.00%0.04%0.05%Q1 2016Q4 202310
Global Financial Private Capital, Inc 10100.13%0.18%0.22%Q1 2017Q2 201910
PRUDENTIAL FINANCIAL INC 420.00%0.01%0.02%Q1 2019Q2 202310
Accel Wealth Management 10100.01%0.02%0.03%Q4 2020Q1 202310
SG Americas Securities, LLC 910.00%0.01%0.02%Q1 2016Q4 202110
Horizon Investments, LLC 640.05%0.71%2.07%Q1 2014Q3 202310
360 Financial, Inc. 10100.21%0.48%0.69%Q1 2020Q2 202210
iAB Financial Bank 640.13%0.16%0.22%Q4 2014Q2 201710
Avidian Wealth Solutions, LLC 820.02%1.70%9.53%Q3 2017Q3 202310
AEGON USA Investment Management, LLC 10100.08%0.14%0.21%Q2 2021Q3 202310
Westside Investment Management, Inc. 990.00%0.01%0.03%Q3 2021Q3 20239
MONEY CONCEPTS CAPITAL CORP 720.01%0.09%0.34%Q4 2020Q2 20239
Ranch Capital Advisors Inc. 990.02%0.39%0.71%Q3 2019Q3 20219
CFS Investment Advisory Services, LLC 810.04%0.14%0.25%Q4 2020Q3 20239
One Charles Private Wealth Services, LLC 720.42%1.67%2.97%Q4 2019Q2 20229
Curbstone Financial Management Corp 540.08%0.11%0.14%Q3 2016Q1 20229
Ironsides Asset Advisors, LLC 810.06%0.08%0.12%Q2 2014Q3 20169
CIBC WORLD MARKET INC. 990.00%0.00%0.00%Q3 2021Q3 20239
Walleye Trading LLC 610.00%0.00%0.00%Q3 2014Q2 20179
Advisors Asset Management, Inc. 810.00%0.01%0.01%Q3 2015Q3 20239
JRM Investment Counsel, LLC 990.26%0.69%1.72%Q4 2017Q4 20199
Pinnacle Wealth Management Advisory Group, LLC 990.04%0.08%0.15%Q1 2020Q1 20229
BAKER TILLY WEALTH MANAGEMENT, LLC 720.05%0.07%0.09%Q4 2020Q3 20239
JANICZEK WEALTH MANAGEMENT, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Hoxton Financial, Inc. 997.37%8.10%9.77%Q1 2014Q1 20169
Lion Street Advisors, LLC 990.22%0.38%0.48%Q3 2021Q3 20239
FIRST MERCHANTS CORP 990.04%0.05%0.07%Q3 2017Q3 20199
ARGI Investment Services, LLC 990.01%0.05%0.30%Q1 2018Q1 20209
Gladstone Institutional Advisory LLC 720.02%0.10%0.16%Q3 2019Q3 20239
PETTYJOHN, WOOD & WHITE, INC 990.14%0.73%1.13%Q1 2021Q1 20239
Jackson Wealth Management, LLC 990.52%1.59%3.14%Q4 2017Q4 20199
Badgley Phelps Wealth Managers, LLC 990.06%0.10%0.13%Q3 2021Q3 20239
Castleview Partners, LLC 810.06%0.19%0.48%Q2 2021Q3 20239
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.13%0.32%0.66%Q3 2021Q3 20239
Worth Venture Partners, LLC 991.76%2.20%2.76%Q4 2016Q4 20189
Ameritas Investment Partners, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
CHILTON INVESTMENT CO INC. 990.01%0.02%0.02%Q2 2020Q2 20229
Aspire Private Capital, LLC 630.02%0.19%0.65%Q4 2018Q3 20239
HARRELL INVESTMENT PARTNERS, LLC 992.26%2.64%3.04%Q4 2019Q4 20219
SIGNATUREFD, LLC 610.00%0.00%0.01%Q3 2016Q3 20239
SIMMONS FIRST TRUST CO NA 990.25%0.66%1.07%Q4 2013Q4 20159
55I, LLC 810.01%0.19%0.51%Q4 2019Q1 20229
Crew Capital Management, Ltd. 990.32%0.45%0.55%Q1 2021Q1 20239
Equitable Holdings, Inc. 530.01%0.03%0.11%Q2 2021Q3 20238
Watermark Asset Management, Inc. 881.28%1.41%1.68%Q1 2017Q4 20188
Perella Weinberg Partners Capital Management LP 320.23%1.08%2.39%Q4 2017Q4 20208
Addison Advisors LLC 880.00%0.01%0.05%Q4 2021Q3 20238
CITY HOLDING CO 530.00%0.03%0.08%Q4 2015Q3 20238
Stone Point Wealth LLC 880.35%0.52%1.04%Q4 2021Q3 20238
M&R CAPITAL MANAGEMENT INC 880.00%0.00%0.00%Q1 2022Q4 20238
Astoria Portfolio Advisors LLC. 881.12%2.47%5.79%Q4 2021Q3 20238
WESCAP Management Group, Inc. 880.10%0.11%0.14%Q1 2020Q4 20218
Mayflower Financial Advisors, LLC 880.09%0.16%0.24%Q4 2021Q3 20238
Merit Financial Group, LLC 710.02%0.13%0.19%Q4 2019Q3 20238
PECAUT & CO. 880.50%6.40%8.60%Q2 2021Q1 20238
MISSION WEALTH MANAGEMENT, LP 884.77%5.73%6.60%Q1 2016Q4 20178
HORAN CAPITAL MANAGEMENT 710.32%0.74%0.86%Q4 2017Q4 20198
EATON VANCE MANAGEMENT 880.00%0.00%0.00%Q1 2020Q4 20218
OAK HARBOR WEALTH PARTNERS, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Shoker Investment Counsel, Inc. 880.11%0.13%0.17%Q2 2020Q1 20228
Trinity Legacy Partners, LLC 880.13%0.54%1.23%Q3 2020Q2 20228
Sargent Bickham Lagudis LLC 710.00%0.01%0.01%Q1 2016Q2 20218
BENJAMIN EDWARDS INC 880.00%0.06%0.24%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.02%0.02%Q4 2020Q3 20228
Total Clarity Wealth Management, Inc. 410.06%0.36%0.85%Q4 2019Q2 20228
WASHINGTON TRUST BANK 410.00%0.01%0.02%Q4 2014Q1 20198
Trilogy Capital Inc. 710.25%1.12%1.38%Q1 2018Q3 20238
Pegasus Partners Ltd. 880.04%0.07%0.12%Q3 2016Q2 20188
Raleigh Capital Management Inc. 880.02%0.21%0.39%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.01%0.48%1.34%Q3 2021Q3 20238
FirstPurpose Wealth LLC 880.23%0.49%0.64%Q4 2021Q3 20238
Coury Firm Asset Management LLC 884.98%6.21%6.99%Q4 2021Q3 20238
Ameritas Investment Company, LLC 320.02%0.50%1.47%Q4 2018Q3 20218
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 530.14%0.27%0.40%Q4 2019Q3 20238
Eagle Strategies LLC 880.43%1.60%2.84%Q4 2021Q3 20238
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q1 2022Q4 20238
BAIRD ROBERT W & CO INC /WI/ 880.05%0.05%0.06%Q2 2013Q1 20158
GRIMES & COMPANY, INC. 880.04%0.05%0.09%Q3 2015Q2 20178
Laraway Financial Advisors Inc 882.17%2.34%2.55%Q4 2021Q3 20238
Latitude Advisors, LLC 880.19%0.91%1.84%Q2 2021Q1 20238
Professional Financial Advisors, LLC 440.00%0.00%0.01%Q3 2020Q3 20228
Marion Wealth Management 880.64%3.78%8.63%Q4 2021Q3 20238
Bank Julius Baer & Co. Ltd, Zurich 880.41%0.73%1.43%Q1 2020Q4 20218
Virtu KCG Holdings LLC 620.00%0.03%0.11%Q3 2014Q3 20168
Simplicity Solutions, LLC 310.02%0.04%0.10%Q4 2018Q2 20238
FIDUCIARY TRUST CO 880.01%0.01%0.01%Q2 2021Q1 20238
Allen Investment Management, LLC 710.07%0.10%0.13%Q4 2017Q3 20238
Mechanics Financial Corp 880.30%0.35%0.39%Q4 2021Q3 20238
Atlas Private Wealth Advisors 880.01%0.20%0.36%Q2 2020Q1 20228
Teza Capital Management LLC 880.08%0.18%0.29%Q2 2020Q1 20228
Good Life Advisors, LLC 880.03%0.73%1.13%Q4 2021Q3 20238
NewEdge Advisors, LLC 880.00%0.06%0.11%Q4 2021Q3 20238
Carroll Financial Associates, Inc. 710.00%0.00%0.01%Q4 2019Q4 20218
Firestone Capital Management 880.05%0.07%0.08%Q4 2019Q3 20218
COMMERCE BANK 880.01%0.01%0.02%Q4 2017Q3 20198
Allspring Global Investments Holdings, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
United Capital Management of KS, Inc. 880.14%0.74%1.31%Q4 2020Q3 20228
Avalon Investment & Advisory 880.01%0.02%0.02%Q4 2017Q3 20198
B. Riley Wealth Advisors, Inc. 610.01%0.01%0.02%Q1 2021Q3 20237
BOSTON FAMILY OFFICE LLC 770.02%0.03%0.03%Q2 2021Q4 20227
SteelPeak Wealth, LLC 770.02%0.07%0.12%Q2 2020Q4 20217
AXXCESS WEALTH MANAGEMENT, LLC 770.04%0.08%0.12%Q4 2021Q2 20237
ETRADE Capital Management LLC 770.02%0.05%0.10%Q1 2019Q3 20207
Verition Fund Management LLC 410.00%0.19%1.05%Q2 2018Q1 20237
FORVIS Wealth Advisors, LLC 610.02%0.03%0.04%Q1 2016Q3 20237
Linscomb & Williams, Inc. 770.03%0.03%0.04%Q1 2014Q3 20157
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 770.22%0.87%4.68%Q4 2021Q2 20237
FOUNDERS FINANCIAL SECURITIES LLC 430.11%0.27%0.48%Q1 2014Q4 20227
Ruggie Capital Group 611.06%4.44%6.67%Q4 2017Q3 20197
Atria Wealth Solutions, Inc. 770.03%0.05%0.07%Q1 2022Q3 20237
SWARTHMORE GROUP INC 320.08%0.23%0.55%Q3 2018Q3 20207
Rockbridge Investment Management, LCC 770.25%0.33%0.45%Q2 2020Q4 20217
Meiji Yasuda Life Insurance Co 770.27%0.34%0.41%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.00%0.01%Q1 2021Q4 20227
Wescott Financial Advisory Group, LLC 770.62%1.17%2.13%Q1 2022Q3 20237
Narus Financial Partners, LLC 770.22%0.26%0.38%Q1 2022Q3 20237
ROPES WEALTH ADVISORS LLC 770.02%0.02%0.03%Q2 2019Q4 20207
WOLVERINE TRADING, LLC 210.00%0.01%0.05%Q3 2016Q2 20227
Banco Santander, S.A. 410.02%0.03%0.06%Q3 2019Q3 20237
Apriem Advisors 520.00%0.00%0.01%Q4 2014Q1 20177
Prestige Wealth Management Group LLC 770.00%0.00%0.00%Q1 2021Q3 20227
FINANCIAL MANAGEMENT NETWORK INC 310.09%0.20%0.31%Q4 2020Q4 20227
SJS Investment Consulting Inc. 520.01%0.08%0.16%Q4 2021Q3 20237
United Asset Strategies, Inc. 770.06%0.23%0.32%Q1 2018Q3 20197
EverSource Wealth Advisors, LLC 520.00%0.01%0.02%Q4 2021Q3 20237
Outlook Wealth Advisors, LLC 510.06%0.95%1.44%Q1 2020Q2 20237
Garrett Wealth Advisory Group, LLC 770.52%1.24%1.53%Q4 2021Q2 20237
SENTINEL ASSET MANAGEMENT, INC. 770.00%0.27%0.57%Q1 2016Q3 20177
Beacon Pointe Advisors, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.00%0.00%0.01%Q4 2021Q2 20237
Financial Sense Advisors, Inc. 770.32%1.89%3.98%Q4 2019Q2 20217
Allianz Asset Management GmbH 770.00%0.00%0.00%Q4 2015Q2 20177
ANDERSON HOAGLAND & CO 770.03%0.04%0.04%Q3 2021Q1 20237
PROFFITT & GOODSON INC 770.02%0.59%0.79%Q3 2018Q1 20207
Ameritas Advisory Services, LLC 610.16%0.30%0.36%Q4 2021Q3 20237
20/20 Capital Management, Inc. 770.24%0.49%0.81%Q4 2019Q2 20217
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 770.18%0.37%0.60%Q1 2019Q3 20207
WFG Advisors, LP 430.00%0.00%0.02%Q1 2014Q4 20157
Patten Group, Inc. 770.01%0.01%0.01%Q2 2017Q4 20187
CULLEN/FROST BANKERS, INC. 210.00%0.00%0.00%Q1 2019Q3 20237
Coulter & Justus Financial Services, LLC 618.43%12.15%19.02%Q4 2021Q3 20237
Corbenic Partners LLC 770.10%0.12%0.14%Q4 2013Q2 20157
CONDOR CAPITAL MANAGEMENT 770.03%0.06%0.08%Q4 2018Q2 20207
Lucia Wealth Services, LLC 770.11%0.37%0.71%Q3 2018Q1 20207
CAMBRIDGE TRUST CO 770.01%0.02%0.03%Q1 2021Q3 20227
Foothills Asset Management, Ltd. 770.37%2.08%2.70%Q3 2018Q1 20207
SRS Capital Advisors, Inc. 770.08%0.28%0.71%Q1 2022Q3 20237
Bank of New Hampshire 770.01%0.01%0.02%Q1 2022Q3 20237
Founders Financial Alliance, LLC 430.00%0.01%0.01%Q2 2021Q2 20237
First Ascent Asset Management, LLC 770.04%0.10%0.16%Q1 2022Q3 20237
Costello Asset Management, INC 770.00%0.00%0.01%Q2 2020Q4 20217
Carmichael Hill & Associates, Inc. 660.01%0.02%0.03%Q2 2022Q3 20236
Brendel Financial Advisors LLC 660.50%1.04%2.10%Q2 2021Q3 20226
NEW ENGLAND SECURITIES CORP /MA/ 660.01%0.21%0.33%Q3 2013Q4 20146
BKS ADVISORS, LLC 660.09%0.28%0.61%Q4 2017Q1 20196
Dorsey & Whitney Trust CO LLC 330.02%0.06%0.09%Q2 2019Q1 20226
Redhawk Wealth Advisors, Inc. 510.40%1.51%2.49%Q4 2018Q3 20226
COMMUNITY BANK SYSTEM, INC. 660.04%0.10%0.25%Q2 2013Q3 20146
Clark Capital Management Group, Inc. 510.06%0.24%0.33%Q4 2013Q2 20236
Systelligence, LLC 510.48%2.19%3.37%Q1 2020Q4 20236
PEOPLES BANK /OH 660.15%0.35%0.55%Q4 2021Q1 20236
Householder Group Estate & Retirement Specialist, LLC 410.01%0.12%0.18%Q4 2021Q3 20236
M Financial Asset Management, Inc. 510.00%0.01%0.02%Q2 2020Q4 20226
Elmwood Wealth Management, Inc. 220.00%0.00%0.00%Q2 2019Q2 20216
ARKANSAS FINANCIAL GROUP, INC. 660.14%2.10%3.85%Q2 2022Q3 20236
Global Strategic Investment Solutions, LLC 660.08%0.13%0.25%Q3 2019Q4 20206
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Perigon Wealth Management, LLC 310.01%0.03%0.07%Q3 2011Q3 20236
Dynamic Advisor Solutions LLC 660.03%0.32%0.66%Q2 2022Q3 20236
ALLSTATE CORP 662.28%3.12%4.38%Q2 2022Q3 20236
Investors Capital Advisory Services 660.04%0.05%0.06%Q1 2015Q2 20166
Mathes Company, Inc. 420.12%0.14%0.16%Q1 2022Q3 20236
BTR CAPITAL MANAGEMENT INC 660.62%0.91%1.26%Q2 2021Q3 20226
TRANSATLANTIQUE PRIVATE WEALTH LLC 661.23%1.53%1.97%Q2 2022Q3 20236
Financial Architects, Inc 310.00%0.01%0.02%Q2 2014Q3 20166
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
Austin Private Wealth, LLC 660.08%0.10%0.12%Q2 2022Q3 20236
Levy Wealth Management Group, LLC 660.24%0.73%1.01%Q2 2022Q3 20236
VESTOR CAPITAL, LLC 510.00%0.01%0.01%Q1 2019Q4 20216
Freedman Financial Associates, Inc. 660.01%0.01%0.01%Q4 2020Q1 20226
CAPITAL WEALTH MANAGEMENT, LLC 666.61%7.80%9.40%Q2 2022Q3 20236
Paladin Advisory Group, LLC 660.01%0.56%0.87%Q2 2022Q3 20236
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 660.07%0.13%0.23%Q2 2013Q3 20146
COMPASS FINANCIAL ADVISORS LLC 660.58%0.65%0.80%Q4 2021Q1 20236
FineMark National Bank & Trust 510.01%0.01%0.02%Q4 2013Q2 20166
MAS Advisors LLC 661.53%1.89%2.12%Q4 2021Q1 20236
AlphaStar Capital Management, LLC 660.07%0.10%0.13%Q1 2018Q2 20196
EP Wealth Advisors, LLC 510.00%0.01%0.05%Q1 2017Q2 20226
TCG Advisors, LP 660.32%0.61%1.19%Q4 2018Q1 20206
UMB Bank, n.a. 660.00%0.00%0.00%Q2 2022Q3 20236
MTC Wealth Management LLC 663.11%3.84%6.84%Q1 2021Q2 20226
BCK Partners, Inc. 510.20%1.90%6.86%Q4 2020Q3 20236
PRIVATE TRUST CO NA 660.05%0.07%0.14%Q2 2022Q3 20236
Community Bank, N.A. 660.01%0.02%0.04%Q4 2014Q1 20166
DGS Capital Management, LLC 661.20%1.38%1.70%Q4 2021Q1 20236
PEAPACK GLADSTONE FINANCIAL CORP 660.01%0.01%0.02%Q3 2021Q4 20226
Lifeworks Advisors, LLC 660.18%0.35%0.61%Q2 2022Q3 20236
Walker Financial Services, Inc. 662.96%17.87%23.76%Q2 2022Q3 20236
Elwood & Goetz Wealth Advisory Group, LLC 662.00%2.47%3.27%Q2 2022Q3 20236
Vigilare Wealth Management 510.29%0.64%1.31%Q4 2019Q2 20216
Hanlon Investment Management, Inc. 660.13%0.39%0.91%Q1 2019Q2 20206
Tyler-Stone Wealth Management 420.01%0.01%0.02%Q1 2022Q3 20236
Astor Investment Management LLC 660.52%8.98%10.79%Q2 2022Q3 20236
TUCKER ASSET MANAGEMENT LLC 510.00%0.01%0.06%Q4 2020Q1 20236
HAZLETT, BURT & WATSON, INC. 660.02%0.02%0.03%Q1 2022Q2 20236
Key FInancial Inc 550.00%0.01%0.01%Q3 2022Q3 20235
Lindbrook Capital, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
HHG & Company, LLC 551.08%1.43%1.94%Q2 2013Q2 20145
Vise Technologies, Inc. 550.10%0.16%0.22%Q3 2022Q3 20235
Blume Capital Management, Inc. 320.01%0.03%0.04%Q1 2014Q4 20165
FSB PREMIER WEALTH MANAGEMENT, INC. 550.29%0.36%0.40%Q4 2020Q4 20215
BANK OF NOVA SCOTIA 310.00%0.04%0.06%Q1 2018Q3 20235
Placemark Investments, Inc. 410.00%0.03%0.04%Q3 2013Q4 20145
TFO Wealth Partners, LLC 550.01%0.02%0.02%Q1 2020Q1 20215
Total Wealth Planning, LLC 550.13%0.69%0.94%Q3 2022Q3 20235
Fusion Investment Group, LLC 320.10%0.20%0.42%Q1 2014Q3 20155
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 550.27%3.54%6.62%Q4 2017Q4 20185
ALESCO ADVISORS LLC 320.01%0.09%0.20%Q2 2015Q3 20235
Laidlaw Group, LLC 550.28%0.68%1.16%Q2 2014Q2 20155
Long Wharf Investors, Inc. 552.24%2.53%3.02%Q2 2013Q2 20145
FORTE CAPITAL LLC /ADV 550.20%0.22%0.26%Q1 2018Q1 20195
Sharkey, Howes & Javer 550.06%0.34%1.08%Q3 2022Q3 20235
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 550.22%0.24%0.27%Q4 2021Q4 20225
WJ Wealth Management, LLC 550.27%0.31%0.38%Q3 2022Q3 20235
JOHNSON INVESTMENT COUNSEL INC 550.02%0.02%0.03%Q4 2016Q4 20175
REGENTATLANTIC CAPITAL LLC 320.01%0.01%0.02%Q2 2021Q3 20225
Clearwater Capital Advisors, LLC 410.04%0.06%0.08%Q2 2016Q1 20185
Brookstone Capital Management 320.01%0.01%0.01%Q1 2022Q3 20235
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 550.27%0.29%0.31%Q4 2020Q4 20215
Tranquilli Financial Advisor LLC 320.16%0.52%0.76%Q2 2022Q3 20235
B. Riley Wealth Management, Inc. 410.00%0.35%0.55%Q2 2015Q2 20225
Advisor Resource Council 550.21%0.39%0.50%Q1 2022Q1 20235
PFS INVESTMENTS INC. 550.09%0.26%0.42%Q2 2022Q2 20235
Parcion Private Wealth LLC 410.03%0.35%0.51%Q2 2021Q3 20235
Rehmann Capital Advisory Group 320.00%0.00%0.01%Q1 2018Q2 20195
Fragasso Group Inc. 550.09%0.11%0.13%Q4 2022Q4 20235
KWB Wealth 550.27%2.31%2.97%Q3 2021Q3 20225
THOMPSON DAVIS & CO., INC. 550.11%0.14%0.16%Q3 2017Q3 20185
Source Financial Advisors LLC 550.30%0.35%0.41%Q3 2022Q3 20235
Centennial Wealth Advisory LLC 554.56%4.94%5.28%Q2 2022Q2 20235
Benedetti & Gucer, Inc. 410.18%0.24%0.31%Q1 2021Q3 20235
Braver Wealth Management, LLC 550.08%0.11%0.16%Q2 2013Q2 20145
One Capital Management, LLC 410.01%0.02%0.07%Q2 2021Q2 20235
Rockwood Wealth Management, LLC 550.17%0.38%0.54%Q3 2022Q3 20235
First Allied Asset Management, Inc. 550.90%1.02%1.19%Q4 2013Q4 20145
Psagot Value Holdings Ltd. 410.00%0.00%0.02%Q2 2013Q2 20195
FDx Advisors, Inc. 320.01%0.21%0.61%Q4 2021Q3 20235
MATHER GROUP, LLC. 550.01%0.02%0.03%Q2 2022Q2 20235
Elevated Capital Advisors, LLC 551.06%2.20%3.18%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.01%0.13%0.43%Q3 2021Q3 20225
Cascadia Advisory Services, LLC 310.05%0.18%0.48%Q4 2019Q3 20215
Activest Wealth Management 410.07%0.10%0.13%Q2 2022Q3 20235
Legacy CG, LLC 550.56%0.69%0.80%Q3 2022Q3 20235
FLOW TRADERS U.S. LLC 110.00%0.12%0.33%Q2 2016Q3 20235
Hamilton Capital, LLC 550.32%0.36%0.39%Q2 2022Q2 20235
TOTH FINANCIAL ADVISORY CORP 550.00%0.00%0.00%Q3 2022Q3 20235
WBH ADVISORY INC 320.04%0.05%0.05%Q2 2022Q3 20235
QUADRANT CAPITAL GROUP LLC 550.02%0.02%0.02%Q1 2021Q1 20225
Zullo Investment Group, Inc. 550.00%0.01%0.02%Q4 2021Q4 20225
Argentus Capital Management, LLC 550.00%0.01%0.02%Q3 2015Q3 20165
NBT BANK N A /NY 550.11%0.22%0.30%Q3 2022Q3 20235
Gerstein Fisher 550.04%0.06%0.08%Q3 2015Q3 20165
GRAY FINANCIAL GROUP /GA /ADV /ADV 554.46%5.60%9.16%Q4 2015Q4 20165
Clear Creek Financial Management, LLC 550.28%0.71%2.02%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 440.04%0.42%0.69%Q1 2017Q4 20174
West Branch Capital LLC 440.02%0.02%0.02%Q4 2021Q3 20224
Accurate Wealth Management, LLC 440.06%0.19%0.26%Q1 2022Q4 20224
Partnervest Advisory Services LLC 440.00%0.00%0.00%Q3 2013Q2 20144
COMERICA BANK 210.00%0.01%0.01%Q2 2013Q3 20234
BBVA USA Bancshares, Inc. 440.04%0.13%0.26%Q2 2020Q1 20214
Integrity Financial Corp /WA 440.06%0.16%0.21%Q4 2022Q3 20234
Modera Wealth Management, LLC 220.00%0.01%0.01%Q4 2021Q3 20234
TELEMUS CAPITAL, LLC 110.01%0.05%0.10%Q4 2017Q4 20224
Tilson Financial Group, Inc. 440.35%0.45%0.74%Q4 2022Q3 20234
HRT FINANCIAL LP 110.01%0.02%0.04%Q1 2020Q2 20234
Bay Harbor Wealth Management, LLC 310.00%0.40%0.54%Q4 2018Q2 20224
ABSOLUTE CAPITAL MANAGEMENT, LLC 442.32%2.90%3.21%Q4 2022Q3 20234
Regal Investment Advisors LLC 440.06%0.07%0.07%Q4 2022Q3 20234
THOMASPARTNERS, INC. 310.00%0.78%1.17%Q2 2013Q1 20184
Running Point Capital Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Independence Bank of Kentucky 440.00%0.00%0.00%Q2 2022Q1 20234
CADENCE BANK NA 440.09%0.11%0.12%Q4 2019Q3 20204
ADE, LLC 442.98%3.15%3.36%Q4 2022Q3 20234
CoreCap Advisors, LLC 310.01%0.01%0.02%Q4 2021Q4 20224
UBS ASSET MANAGEMENT AMERICAS INC 220.00%0.00%0.00%Q3 2013Q1 20154
FIRST MANHATTAN CO. LLC. 310.00%0.00%0.00%Q1 2021Q4 20224
Transform Wealth, LLC 440.03%0.04%0.05%Q4 2021Q3 20224
REUTER JAMES WEALTH MANAGEMENT, LLC 440.51%0.60%0.71%Q2 2022Q1 20234
Altiora Financial Group, LLC 440.15%0.27%0.33%Q4 2022Q3 20234
REGIONS FINANCIAL CORP 310.00%0.00%0.00%Q4 2017Q1 20194
DFPG INVESTMENTS, LLC 440.05%0.09%0.14%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.16%0.27%0.38%Q4 2022Q3 20234
Legend Financial Advisors, Inc. 440.01%0.01%0.01%Q3 2022Q2 20234
HF Advisory Group, LLC 440.47%0.52%0.56%Q4 2022Q3 20234
DENVER WEALTH MANAGEMENT, INC. 440.79%0.83%0.88%Q4 2022Q3 20234
Voya Financial Advisors, Inc. 440.03%0.06%0.08%Q2 2020Q1 20214
BERKSHIRE ASSET MANAGEMENT LLC/PA 310.02%0.03%0.04%Q3 2018Q3 20194
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Hilton Capital Management, LLC 440.81%1.04%1.67%Q2 2022Q1 20234
Breakwater Capital Group 440.42%1.42%1.88%Q4 2022Q3 20234
CHANNEL WEALTH LLC 440.84%1.07%1.22%Q1 2023Q4 20234
LITTLE HOUSE CAPITAL LLC 441.13%1.57%2.78%Q1 2021Q4 20214
Ameraudi Asset Management, Inc. 440.23%0.24%0.25%Q2 2022Q1 20234
Laurel Wealth Advisors, Inc. 440.02%0.04%0.06%Q1 2022Q4 20224
HIGHLAND CAPITAL MANAGEMENT, LLC 440.72%1.02%1.25%Q1 2014Q4 20144
Golden State Wealth Management, LLC 310.01%0.01%0.01%Q1 2019Q1 20204
Financial Engines Advisors L.L.C. 310.00%0.00%0.00%Q1 2018Q1 20214
Hedeker Wealth, LLC 441.32%2.07%2.51%Q2 2021Q1 20224
Oakworth Capital, Inc. 445.22%5.50%5.94%Q4 2022Q3 20234
AFT, FORSYTH & COMPANY, INC. 440.30%0.53%0.67%Q3 2020Q2 20214
Key Client Fiduciary Advisors, LLC 440.13%0.16%0.18%Q4 2022Q3 20234
Connectus Wealth, LLC 440.23%0.27%0.37%Q4 2022Q3 20234
GenTrust, LLC 440.05%0.10%0.14%Q2 2022Q1 20234
Y.D. More Investments Ltd 440.02%0.03%0.04%Q4 2022Q3 20234
Concord Wealth Partners 443.58%5.68%6.89%Q4 2022Q3 20234
Joseph P. Lucia & Associates, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
WT Wealth Management 440.13%2.59%5.44%Q4 2022Q3 20234
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.01%0.01%0.02%Q1 2022Q4 20224
BROWN ADVISORY INC 440.00%0.00%0.00%Q4 2022Q3 20234
Black Diamond Financial, LLC 440.19%0.22%0.24%Q2 2022Q1 20234
VSR Financial Services, Inc. 310.02%0.03%0.04%Q4 2013Q4 20154
Savior LLC 440.01%0.04%0.07%Q3 2020Q2 20214
Flagstone Financial Management 448.97%9.70%10.93%Q4 2022Q3 20234
ADVANTAGE INVESTMENT MANAGEMENT, LLC 310.02%0.52%0.81%Q2 2015Q3 20184
Squar Milner Financial Services LLC 440.05%0.10%0.14%Q3 2019Q2 20204
Family Asset Management, LLC 440.14%0.16%0.18%Q4 2022Q3 20234
Helen Stephens Group, LLC 440.21%0.22%0.23%Q4 2021Q3 20224
Cardan Capital Partners, LLC 440.06%0.24%0.33%Q1 2020Q4 20204
Strategic Point Investment Advisors, LLC 442.29%2.92%3.23%Q4 2022Q3 20234
Alliance Wealth Advisors, LLC /UT 440.14%0.16%0.18%Q4 2022Q3 20234
SouthState Corp 310.00%0.00%0.00%Q1 2022Q2 20234
Per Stirling Capital Management, LLC. 440.09%0.10%0.11%Q4 2022Q3 20234
Proficio Capital Partners LLC 310.03%0.03%0.04%Q2 2016Q2 20184
Buck Wealth Strategies, LLC 312.11%2.23%2.36%Q3 2022Q3 20234
USAdvisors Wealth Management, LLC 440.16%0.22%0.26%Q1 2021Q4 20214
Prime Capital Investment Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
FIRST TRUST ADVISORS LP 440.00%0.00%0.00%Q2 2022Q1 20234
Watson Rebecca 440.88%0.93%0.96%Q4 2019Q3 20204
Strategic Capital Alternatives LLC 310.02%0.05%0.07%Q3 2014Q3 20154
PLANNING DIRECTIONS INC 440.23%0.26%0.31%Q1 2018Q4 20184
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Apella Capital, LLC 310.02%0.18%0.26%Q4 2022Q4 20234
Rappaport Reiches Capital Management, LLC 440.12%0.20%0.24%Q2 2021Q1 20224
Trail Ridge Investment Advisors, LLC 440.27%0.39%0.57%Q4 2022Q3 20234
All Season Financial Advisors, Inc. 440.40%0.49%0.71%Q4 2022Q3 20234
V Wealth Advisors LLC 440.05%0.06%0.07%Q2 2021Q1 20224
Apollon Wealth Management, LLC 440.04%0.09%0.13%Q4 2022Q3 20234
Sharper & Granite LLC 440.38%0.44%0.55%Q4 2022Q3 20234
MANAGED ACCOUNT ADVISORS LLC 440.00%0.01%0.01%Q3 2014Q2 20154
Wealth & Pension Services Group, Inc. 441.39%1.49%1.67%Q4 2018Q3 20194
SHUFRO ROSE & CO LLC 310.04%1.09%2.46%Q3 2020Q3 20234
KWMG, LLC 310.00%0.04%0.10%Q4 2016Q4 20184
Q3 Asset Management 210.09%0.68%2.26%Q1 2022Q3 20234
Evergreen Wealth Management, LLC 442.49%2.72%3.08%Q4 2022Q3 20234
Vontobel Holding Ltd. 440.00%0.01%0.01%Q3 2021Q2 20224
MONECO Advisors, LLC 440.10%0.28%0.40%Q4 2022Q3 20234
AJ Advisors, LLC 440.31%0.33%0.36%Q4 2022Q3 20234
STEVENS CAPITAL PARTNERS 440.20%0.39%0.64%Q4 2022Q3 20234
Strategic Capital Group LLC 440.01%0.05%0.07%Q3 2013Q2 20144
Fiduciary Trust Co International of Pennsylvania 440.02%0.02%0.02%Q2 2019Q1 20204
Richard W. Paul & Associates, LLC 441.69%1.98%2.39%Q4 2022Q3 20234
Cribstone Capital Management, LLC 440.01%0.01%0.01%Q2 2016Q1 20174
RE Dickinson Investment Advisors, LLC 440.00%0.01%0.01%Q4 2021Q3 20224
LYELL WEALTH MANAGEMENT, LP 440.12%0.14%0.17%Q4 2016Q3 20174
REDW Wealth LLC 440.08%0.16%0.23%Q2 2022Q1 20234
Livingston Group Asset Management CO (operating as Southport Capital Management) 330.13%0.15%0.18%Q4 2019Q2 20203
SAWGRASS ASSET MANAGEMENT LLC 330.03%0.04%0.04%Q1 2022Q3 20223
OLD SECOND NATIONAL BANK OF AURORA 330.00%0.00%0.00%Q4 2018Q2 20193
BIP Wealth, LLC 332.02%2.20%2.55%Q1 2023Q3 20233
Burleson & Company, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
COMERICA SECURITIES,INC. 330.08%0.09%0.10%Q2 2022Q4 20223
Kelman-Lazarov, Inc. 330.01%0.02%0.03%Q2 2016Q4 20163
STRINGER ASSET MANAGEMENT, LLC 333.00%3.15%3.26%Q2 2020Q4 20203
DRW Securities, LLC 110.02%0.02%0.04%Q1 2014Q1 20183
INTREPID CAPITAL MANAGEMENT INC 330.16%0.19%0.24%Q2 2020Q4 20203
Palumbo Wealth Management LLC 330.14%0.16%0.17%Q4 2020Q2 20213
First Heartland Consultants, Inc. 210.03%0.08%0.11%Q2 2013Q2 20143
Headlands Technologies LLC 210.00%0.10%0.29%Q4 2022Q3 20233
Bridgewater Advisors Inc. 330.07%0.08%0.09%Q4 2021Q2 20223
Paragon Capital Management LLC 330.14%0.15%0.17%Q1 2020Q3 20203
Stratos Wealth Advisors, LLC 110.02%0.03%0.03%Q4 2020Q4 20223
Center For Asset Management LLC 330.36%0.38%0.39%Q2 2022Q4 20223
JT Stratford LLC 330.12%0.12%0.12%Q2 2019Q4 20193
Saba Capital Management, L.P. 210.10%0.47%1.01%Q4 2013Q4 20143
Aveo Capital Partners, LLC 110.08%0.94%1.42%Q4 2016Q1 20203
Yorktown Management & Research Co Inc 330.06%0.07%0.08%Q4 2015Q2 20163
Solidarity Wealth, LLC 330.46%0.49%0.52%Q1 2022Q3 20223
Hoese & Co LLP 330.01%0.01%0.01%Q2 2023Q4 20233
Sweet Financial Partners, LLC 330.93%1.61%2.00%Q1 2023Q3 20233
CEDAR CAPITAL, LLC 330.58%0.66%0.76%Q1 2021Q3 20213
Destiny Capital Corp/CO 331.37%1.50%1.57%Q4 2022Q2 20233
Measured Wealth Private Client Group, LLC 210.11%0.12%0.13%Q3 2018Q2 20193
VECTOR WEALTH MANAGEMENT, LLC 330.36%0.46%0.52%Q4 2012Q2 20133
Rotella Capital Management, Inc. 330.97%1.22%1.65%Q2 2013Q4 20133
CAZ INVESTMENTS LP 333.75%9.75%15.42%Q4 2014Q2 20153
OXFORD ASSET MANAGEMENT LLP 330.01%0.02%0.02%Q3 2017Q1 20183
Kraft, Davis & Associates, LLC 213.45%3.81%4.11%Q4 2022Q3 20233
Revisor Wealth Management LLC 333.71%4.51%5.71%Q1 2023Q3 20233
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.01%Q3 2021Q2 20233
Hoxton Planning & Management, LLC 330.17%0.18%0.20%Q4 2022Q2 20233
Financial Gravity Asset Management, Inc. 210.00%0.00%0.00%Q1 2021Q3 20233
FinTrust Investment Advisory Services, LLC 330.20%0.22%0.24%Q3 2017Q1 20183
Level Financial Advisors, Inc. 330.00%0.01%0.02%Q4 2021Q2 20223
VALLEY NATIONAL ADVISERS INC 210.00%0.02%0.05%Q3 2019Q3 20223
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 330.00%0.00%0.00%Q4 2019Q2 20203
FEDERAL RESERVE BANK OF NEW YORK 333.20%3.68%4.54%Q4 2020Q2 20213
InTrack Investment Management Inc 330.17%0.20%0.24%Q2 2023Q4 20233
Eudaimonia Partners, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Private Wealth Group, LLC 210.32%0.41%0.54%Q4 2019Q3 20233
Virtu Financial LLC 210.02%0.10%0.19%Q4 2017Q3 20183
GUGGENHEIM CAPITAL LLC 330.01%0.01%0.02%Q1 2023Q3 20233
MMBG INVESTMENT ADVISORS CO. 330.08%0.09%0.10%Q1 2023Q3 20233
Quaker Wealth Management, LLC 330.22%0.24%0.26%Q4 2019Q2 20203
FIRST HAWAIIAN BANK 330.02%0.02%0.02%Q3 2018Q1 20193
COLDSTREAM CAPITAL MANAGEMENT INC 210.02%0.03%0.03%Q2 2022Q1 20233
Fortune 45 LLC 330.61%1.90%2.98%Q1 2023Q3 20233
Integrated Wealth Management 330.00%0.01%0.01%Q1 2015Q3 20153
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.01%0.03%Q3 2019Q3 20223
McIlrath & Eck, LLC 330.00%0.31%0.93%Q1 2023Q3 20233
FIRST FOUNDATION ADVISORS 330.07%0.07%0.07%Q4 2015Q2 20163
Evercore Wealth Management, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
MAPLE SECURITIES USA INC 330.03%0.03%0.04%Q4 2014Q2 20153
ATTICUS WEALTH MANAGEMENT, LLC 330.18%0.20%0.22%Q1 2023Q3 20233
Jacobsen Capital Management 336.02%6.16%6.31%Q2 2019Q4 20193
Trivant Custom Portfolio Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Sonora Investment Management, LLC 210.00%0.00%0.01%Q2 2020Q3 20213
Independent Wealth Network Inc. 330.16%0.22%0.32%Q3 2021Q1 20223
Rinkey Investments 330.18%0.22%0.24%Q4 2021Q2 20223
INVESTMENT PARTNERS, LTD. 330.28%0.42%0.53%Q3 2015Q1 20163
Perennial Investment Advisors, LLC 330.04%0.06%0.08%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.61%0.63%0.65%Q1 2023Q3 20233
High Net Worth Advisory Group LLC 330.08%0.08%0.09%Q2 2023Q4 20233
New Republic Capital, LLC 330.01%0.03%0.04%Q4 2022Q2 20233
MGO Private Wealth, LLC 330.34%0.43%0.58%Q3 2022Q1 20233
Bell Rock Capital LLC 330.02%0.06%0.12%Q2 2019Q4 20193
CONSULTIVA WEALTH MANAGEMENT, CORP. 211.93%2.07%2.22%Q2 2019Q1 20213
MONETA GROUP INVESTMENT ADVISORS LLC 330.57%0.61%0.69%Q3 2018Q1 20193
Compass Financial Group, INC/SD 330.08%0.09%0.10%Q4 2022Q2 20233
Rock Creek Group, LP 330.67%0.73%0.77%Q1 2021Q3 20213
Lido Advisors, LLC 330.00%0.01%0.01%Q2 2022Q4 20223
Titan Capital Management, LLC /TX 330.03%7.31%11.19%Q4 2018Q2 20193
L.M. KOHN & COMPANY 210.08%0.11%0.15%Q1 2022Q4 20223
Allred Capital Management, LLC 110.01%0.06%0.14%Q4 2018Q1 20213
Genesis Wealth Advisors, LLC 330.24%0.47%0.59%Q4 2014Q2 20153
Kistler-Tiffany Companies, LLC 330.18%0.22%0.29%Q4 2022Q2 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q3 2022Q1 20233
Wayfinding Financial, LLC 212.43%4.32%5.46%Q3 2022Q2 20233
Veritable, L.P. 330.00%0.01%0.01%Q2 2013Q4 20133
Integrated Advisors Network LLC 330.06%0.07%0.10%Q4 2019Q2 20203
SIMPLEX TRADING, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
LINCOLN NATIONAL CORP 220.01%0.01%0.02%Q2 2023Q3 20232
SSI INVESTMENT MANAGEMENT LLC 220.25%0.25%0.26%Q4 2014Q1 20152
Peak Financial Management, Inc. 110.13%0.14%0.16%Q4 2015Q2 20162
Betterment LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Simplicity Wealth,LLC 220.14%0.26%0.38%Q2 2023Q3 20232
Jane Street Holding, LLC 220.02%0.04%0.07%Q2 2013Q3 20132
Moss Adams Wealth Advisors LLC 220.03%0.04%0.05%Q4 2022Q1 20232
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.02%0.03%Q4 2022Q3 20232
Auour Investments LLC 221.92%1.97%2.02%Q2 2023Q3 20232
Leelyn Smith, LLC 220.02%0.08%0.14%Q4 2019Q1 20202
Schubert & Co 220.01%0.01%0.01%Q2 2022Q3 20222
Bramshill Investments, LLC 220.04%0.04%0.05%Q1 2022Q2 20222
Itau Unibanco Holding S.A. 220.04%0.04%0.04%Q3 2022Q4 20222
SURIENCE PRIVATE WEALTH LLC 225.90%8.28%10.67%Q3 2022Q4 20222
Genesee Capital Advisors, LLC 220.83%0.86%0.88%Q2 2022Q3 20222
CYPRESS FINANCIAL PLANNING LLC 110.13%0.24%0.35%Q4 2022Q3 20232
Legacy Capital Group California, Inc. 221.63%1.86%2.09%Q1 2023Q2 20232
RATIONAL ADVISORS LLC 220.00%0.00%0.00%Q2 2017Q3 20172
EVERGREEN CAPITAL MANAGEMENT LLC 220.02%0.02%0.02%Q2 2023Q3 20232
DUBUQUE BANK & TRUST CO 220.03%0.03%0.03%Q4 2020Q1 20212
Sound Income Strategies, LLC 220.00%0.01%0.01%Q4 2017Q1 20182
HENGEHOLD CAPITAL MANAGEMENT LLC 220.10%0.10%0.10%Q2 2013Q3 20132
Tuttle Capital Management, LLC 110.18%0.21%0.25%Q2 2017Q1 20182
Fortitude Advisory Group L.L.C. 220.03%0.03%0.03%Q4 2021Q1 20222
CTC Capital Management, LLC 111.56%2.66%3.75%Q4 2021Q2 20222
Gerber Kawasaki Wealth & Investment Management 220.02%0.03%0.04%Q2 2021Q3 20212
Neuberger Berman Group LLC 110.00%0.00%0.00%Q3 2016Q2 20222
3Chopt Investment Partners, LLC 220.15%0.66%1.16%Q4 2022Q1 20232
ERTS Wealth Advisors, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
Cornerstone Planning Group LLC 110.00%0.01%0.01%Q4 2022Q2 20232
Parsec Financial Management, Inc. 220.01%0.01%0.01%Q4 2022Q1 20232
New Hampshire Trust 220.00%0.00%0.00%Q4 2022Q1 20232
Doyle Wealth Management 110.02%0.02%0.03%Q4 2018Q2 20192
American Trust 220.06%0.06%0.07%Q4 2022Q1 20232
BANK OF THE WEST 220.06%0.06%0.06%Q4 2015Q1 20162
Dixon Hughes Goodman Wealth Advisors LLC 220.28%0.32%0.36%Q4 2021Q1 20222
OTA Financial Group L.P. 110.79%0.87%0.95%Q2 2020Q4 20202
Wela Strategies, Inc. 110.25%4.55%8.84%Q1 2017Q4 20172
AlphaCore Capital LLC 110.03%0.03%0.03%Q3 2021Q4 20222
GoalVest Advisory LLC 110.20%0.24%0.29%Q2 2021Q1 20222
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Beirne Wealth Consulting Services, LLC 220.19%0.20%0.21%Q4 2018Q1 20192
OPPENHEIMER & CO INC 110.01%0.03%0.05%Q3 2020Q4 20222
Stewardship Advisors, LLC 220.31%1.54%2.77%Q4 2019Q1 20202
Aptus Capital Advisors, LLC 220.02%0.03%0.03%Q3 2022Q4 20222
EDMOND DE ROTHSCHILD (SUISSE) S.A. 220.99%1.28%1.58%Q2 2016Q3 20162
WBI INVESTMENTS, LLC 111.56%2.20%2.83%Q2 2013Q4 20162
First Command Bank 220.01%0.01%0.01%Q4 2018Q1 20192
Capital Planning Advisors, LLC 220.11%0.12%0.12%Q3 2019Q4 20192
Institute for Wealth Management, LLC. 110.02%0.04%0.06%Q4 2019Q2 20202
Roble, Belko & Company, Inc 220.00%0.00%0.00%Q4 2021Q1 20222
New World Advisors LLC 110.14%0.25%0.36%Q2 2021Q4 20222
Americana Partners, LLC 220.10%0.12%0.14%Q3 2021Q4 20212
Redwood Financial Network Corp 220.24%0.25%0.26%Q1 2023Q2 20232
Claraphi Advisory Network, LLC 110.02%0.03%0.03%Q3 2019Q1 20202
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Financial Management Professionals, Inc. 110.00%0.01%0.01%Q2 2022Q1 20232
BOSTON PRIVATE BANK & TRUST CO 220.00%0.00%0.00%Q3 2013Q4 20132
FIRETHORN WEALTH PARTNERS, LLC 220.38%0.41%0.45%Q1 2021Q2 20212
Semmax Financial Advisors Inc. 220.00%0.01%0.02%Q4 2018Q1 20192
BDO Wealth Advisors, LLC 220.00%0.00%0.01%Q1 2020Q2 20202
Raab & Moskowitz Asset Management LLC 110.02%0.05%0.07%Q3 2018Q4 20192
Cherry Tree Wealth Management, LLC 225.56%5.60%5.64%Q2 2023Q3 20232
USA FINANCIAL FORMULAS 224.06%4.08%4.10%Q1 2019Q2 20192
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q2 20232
EDGE ASSET MANAGEMENT, INC 220.02%0.02%0.02%Q4 2016Q1 20172
Apollo Management Holdings, L.P. 220.30%0.30%0.30%Q2 2019Q3 20192
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
VERUS CAPITAL PARTNERS, LLC 220.03%0.06%0.10%Q4 2019Q1 20202
CITIZENS FINANCIAL GROUP INC/RI 220.01%0.01%0.01%Q2 2019Q3 20192
Columbia Trust Co 01012016 220.22%0.22%0.22%Q4 2022Q1 20232
Portfolio Solutions, LLC 220.05%0.05%0.05%Q2 2022Q3 20222
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q4 2018Q1 20192
Faithward Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Allegis Investment Advisors, LLC 220.06%0.09%0.11%Q4 2017Q1 20182
Simplify Asset Management Inc. 220.24%0.26%0.28%Q2 2023Q3 20232
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Procyon Advisors, LLC 220.04%0.04%0.04%Q1 2020Q2 20202
Advisory Alpha, LLC 220.06%0.07%0.08%Q2 2018Q3 20182
Apeiron RIA LLC 220.13%0.14%0.15%Q4 2021Q1 20222
Horan Securities, Inc. 110.00%0.00%0.01%Q4 2021Q2 20232
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
RGT Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
One Day In July LLC 220.15%0.15%0.15%Q2 2023Q3 20232
Econ Financial Services Corp 220.77%0.80%0.82%Q1 2023Q2 20232
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 220.02%0.20%0.38%Q1 2021Q2 20212
Kingfisher Capital LLC 220.14%0.14%0.15%Q4 2020Q1 20212
AVALON CAPITAL MANAGEMENT 220.46%0.63%0.80%Q1 2014Q2 20142
First Command Financial Services, Inc. 220.00%0.00%0.01%Q4 2018Q1 20192
COWA, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
BHF Kleinwort Benson Group S.A. 220.00%0.00%0.00%Q1 2014Q2 20142
CNB Bank 110.01%0.01%0.01%Q2 2019Q1 20232
Csenge Advisory Group 110.01%0.02%0.02%Q3 2022Q2 20232
Freestone Capital Holdings, LLC 220.00%0.00%0.01%Q3 2020Q4 20202
One Wealth Advisors, LLC 220.10%0.11%0.12%Q1 2021Q2 20212
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 220.15%0.37%0.59%Q1 2019Q2 20192
Gupta Wealth Management LLC 220.01%0.01%0.02%Q2 2015Q3 20152
VAN ECK ASSOCIATES CORP 220.04%0.12%0.20%Q2 2015Q3 20152
Advanced Asset Management Advisors Inc 220.18%0.37%0.56%Q4 2018Q1 20192
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.03%0.06%Q2 2013Q3 20182
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Private Ocean, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Portfolio Strategies Inc 110.26%0.28%0.31%Q4 2016Q2 20172
Stephens Consulting, LLC 220.03%0.04%0.06%Q1 2022Q2 20222
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q2 20232
Wealthspire Advisors, L.P. 220.01%0.01%0.01%Q4 2018Q1 20192
Portside Wealth Group, LLC 220.60%0.61%0.61%Q2 2023Q3 20232
PATHSTONE FAMILY OFFICE, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Indiana Trust & Investment Management CO 110.02%0.02%0.02%Q3 2023Q3 20231
Financial Freedom, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Next Capital Management LLC 110.02%0.02%0.02%Q3 2019Q3 20191
StoneX Group Inc. 118.38%8.38%8.38%Q1 2022Q1 20221
RUSHMORE INVESTMENT ADVISORS, INC. 110.35%0.35%0.35%Q2 2013Q2 20131
Graticule Asia Macro Advisors LLC 110.88%0.88%0.88%Q1 2017Q1 20171
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Truvestments Capital LLC 110.13%0.13%0.13%Q3 2018Q3 20181
PFG Investments, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
Permit Capital Advisors, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Orca Investment Management, LLC 113.77%3.77%3.77%Q1 2021Q1 20211
RMR Wealth Builders 110.03%0.03%0.03%Q4 2020Q4 20201
NWAM LLC 110.03%0.03%0.03%Q1 2021Q1 20211
FAIRFIELD, BUSH & CO. 110.01%0.01%0.01%Q2 2023Q2 20231
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Chicago Wealth Management, Inc. 112.42%2.42%2.42%Q4 2019Q4 20191
Ceros Financial Services Inc. 110.83%0.83%0.83%Q1 2019Q1 20191
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 110.27%0.27%0.27%Q3 2023Q3 20231
Onyx Bridge Wealth Group LLC 110.10%0.10%0.10%Q4 2022Q4 20221
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
BCGM Wealth Management, LLC 110.19%0.19%0.19%Q4 2020Q4 20201
CLIENT 1ST ADVISORY GROUP, LLC 110.27%0.27%0.27%Q4 2019Q4 20191
First Personal Financial Services 110.01%0.01%0.01%Q4 2019Q4 20191
TLW Wealth Management, LLC 111.85%1.85%1.85%Q4 2018Q4 20181
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2020Q2 20201
Wealth Advisory Solutions, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Capstone Financial Advisors, Inc. 110.07%0.07%0.07%Q1 2018Q1 20181
Thomasville National Bank 110.00%0.00%0.00%Q1 2015Q1 20151
Kinloch Capital, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
NewEdge Wealth, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Laird Norton Wetherby Wealth Management, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
Avalon Trust Co 110.01%0.01%0.01%Q2 2023Q2 20231
GENWORTH FINANCIAL INC 110.63%0.63%0.63%Q2 2013Q2 20131
River Wealth Advisors LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Pekin Hardy Strauss, Inc. 110.19%0.19%0.19%Q4 2014Q4 20141
Dynamic Technology Lab Private Ltd 110.05%0.05%0.05%Q1 2020Q1 20201
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
Cordatus Wealth Management LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Stone House Investment Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Financial Advantage, Inc. 110.07%0.07%0.07%Q3 2019Q3 20191
ALLSTATE INVESTMENT MANAGEMENT CO 112.74%2.74%2.74%Q4 2022Q4 20221
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
Focused Wealth Management, Inc 110.01%0.01%0.01%Q4 2019Q4 20191
Telos Capital Management, Inc. 110.18%0.18%0.18%Q1 2014Q1 20141
Coston, McIsaac & Partners 110.09%0.09%0.09%Q4 2022Q4 20221
VICTORY CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q2 2022Q2 20221
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
JFS WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Angeles Investment Advisors, LLC 110.88%0.88%0.88%Q4 2021Q4 20211
Lloyd Advisory Services, LLC. 110.28%0.28%0.28%Q2 2022Q2 20221
Glass Jacobson Investment Advisors llc 110.01%0.01%0.01%Q3 2023Q3 20231
AVIANCE CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Private Capital Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Obsidian Personal Planning Solutions LLC 119.86%9.86%9.86%Q3 2023Q3 20231
NEIRG Wealth Management, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Montecito Bank & Trust 110.05%0.05%0.05%Q1 2022Q1 20221
3D/L Capital Management, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Pinkerton Retirement Specialists, LLC 110.03%0.03%0.03%Q2 2016Q2 20161
DESTINY CAPITAL SECURITIES CORPORATION 111.39%1.39%1.39%Q3 2023Q3 20231
LEO BROKERAGE, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PNC Managed Account Solutions, Inc. 112.28%2.28%2.28%Q2 2021Q2 20211
Navalign, LLC 110.14%0.14%0.14%Q1 2021Q1 20211
Cornerstone Advisors, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Exchange Capital Management, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
Berkshire Money Management, Inc. 116.17%6.17%6.17%Q3 2021Q3 20211
West Wealth Group, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
Evolution Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Formidable Asset Management, LLC 111.27%1.27%1.27%Q2 2018Q2 20181
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2022Q4 20221
WIT, LLC 110.51%0.51%0.51%Q2 2023Q2 20231
Ford Financial Group, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
MinichMacGregor Wealth Management, LLC 110.10%0.10%0.10%Q4 2015Q4 20151
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CENTRAL BANK OF BRAZIL 110.00%0.00%0.00%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Avestar Capital, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
LODESTAR PRIVATE ASSET MANAGEMENT LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Signify Wealth 1113.00%13.00%13.00%Q4 2022Q4 20221
F3Logic, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Suncoast Equity Management 110.05%0.05%0.05%Q2 2020Q2 20201
Bremer Bank National Association 110.04%0.04%0.04%Q1 2019Q1 20191
Paradigm Financial Partners, LLC 110.11%0.11%0.11%Q1 2019Q1 20191
TSFG, LLC 111.08%1.08%1.08%Q3 2023Q3 20231
BMS Financial Advisors, LLC 112.57%2.57%2.57%Q2 2023Q2 20231
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
TORONTO DOMINION BANK 110.01%0.01%0.01%Q3 2023Q3 20231
North Star Investment Management Corp. 110.00%0.00%0.00%Q3 2022Q3 20221
RWA WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
HARTLINE INVESTMENT CORP/ 110.33%0.33%0.33%Q3 2022Q3 20221
CAPSTONE ASSET MANAGEMENT CO 110.01%0.01%0.01%Q4 2013Q4 20131
Empowered Funds, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 110.04%0.04%0.04%Q3 2017Q3 20171
InterOcean Capital, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Nilsine Partners, LLC 110.28%0.28%0.28%Q2 2023Q2 20231
Northeast Financial Consultants Inc 110.02%0.02%0.02%Q4 2019Q4 20191
BREMER TRUST NATIONAL ASSOCIATION 110.04%0.04%0.04%Q4 2018Q4 20181
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
Equinox Fund Management LLC 115.66%5.66%5.66%Q2 2013Q2 20131
KNIGHT CAPITAL GROUP LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Brouwer & Janachowski, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
CITY NATIONAL BANK 110.00%0.00%0.00%Q4 2013Q4 20131
Colony Family Offices, LLC 110.95%0.95%0.95%Q4 2021Q4 20211
GREENLEAF TRUST 110.00%0.00%0.00%Q1 2022Q1 20221
White Lighthouse Investment Management Inc. 110.64%0.64%0.64%Q4 2017Q4 20171
EXENCIAL WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Delos Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Principle Wealth Partners LLC 110.02%0.02%0.02%Q2 2020Q2 20201
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.00%0.00%Q2 2022Q2 20221
Merrion Investment Management Co, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Colonial Trust Advisors 110.03%0.03%0.03%Q4 2021Q4 20211
New England Investment & Retirement Group, Inc. 110.04%0.04%0.04%Q1 2020Q1 20201
EWG Elevate Inc. 111.13%1.13%1.13%Q4 2022Q4 20221
KESTRA PRIVATE WEALTH SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Torch Wealth Management LLC 110.02%0.02%0.02%Q4 2013Q4 20131
Second Half Financial Partners, LLC 110.44%0.44%0.44%Q2 2023Q2 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Kore Private Wealth LLC 110.00%0.00%0.00%Q2 2020Q2 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Column Capital Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q3 2023Q3 20231
Tradewinds Capital Management, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Beacon Capital Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Wealth Advisors 110.55%0.55%0.55%Q2 2021Q2 20211
Silver Point Capital L.P. 110.04%0.04%0.04%Q1 2020Q1 20201
Bell Bank 110.91%0.91%0.91%Q2 2022Q2 20221
Crow Point Partners, LLC 110.51%0.51%0.51%Q4 2019Q4 20191
HORIZON FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CALTON & ASSOCIATES, INC. 110.03%0.03%0.03%Q4 2017Q4 20171
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
Redwood Investment Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
ACCURATE INVESTMENT SOLUTIONS, INC. 110.09%0.09%0.09%Q1 2020Q1 20201
TIAA TRUST, NATIONAL ASSOCIATION 110.26%0.26%0.26%Q3 2023Q3 20231
Beaird Harris Wealth Management, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Strategic Financial Services, Inc, 110.02%0.02%0.02%Q4 2021Q4 20211
MACROVIEW INVESTMENT MANAGEMENT LLC 110.03%0.03%0.03%Q4 2019Q4 20191
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.16%0.16%0.16%Q2 2018Q2 20181
KINGSWOOD WEALTH ADVISORS, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
TRUST CO OF VERMONT 110.00%0.00%0.00%Q1 2023Q1 20231
American Financial Network Advisory Services LLC 112.89%2.89%2.89%Q3 2019Q3 20191
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Garde Capital, Inc. 110.14%0.14%0.14%Q3 2014Q3 20141
Muzinich & Co., Inc. 110.08%0.08%0.08%Q4 2016Q4 20161
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
ROGCO, LP 113.66%3.66%3.66%Q3 2023Q3 20231
Legacy Capital Wealth Partners, LLC 110.31%0.31%0.31%Q1 2023Q1 20231
GTS SECURITIES LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Field & Main Bank 110.05%0.05%0.05%Q3 2020Q3 20201
Heritage Wealth Advisors 110.00%0.00%0.00%Q1 2022Q1 20221
Trutina Financial LLC 110.04%0.04%0.04%Q1 2014Q1 20141
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Filbrandt Wealth Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Harbour Capital Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Crestline Management, LP 110.31%0.31%0.31%Q2 2022Q2 20221
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lifestyle Asset Management, Inc. 110.27%0.27%0.27%Q4 2022Q4 20221
Legacy Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
WealthSpring Partners, LLC 110.24%0.24%0.24%Q3 2022Q3 20221
Tarbox Family Office, Inc. 110.09%0.09%0.09%Q3 2019Q3 20191
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.13%0.13%0.13%Q4 2017Q4 20171
Carmel Capital Partners, LLC 110.68%0.68%0.68%Q4 2021Q4 20211
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Johanson Financial Advisors, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
25 LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Barrington Strategic Wealth Management Group LLC 110.13%0.13%0.13%Q3 2015Q3 20151
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
HCR Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
Congress Wealth Management LLC / DE / 110.02%0.02%0.02%Q3 2023Q3 20231
Independent Advisor Alliance 110.04%0.04%0.04%Q4 2019Q4 20191
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Kerntke Otto McGlone Wealth Management Group 110.00%0.00%0.00%Q4 2022Q4 20221
Clarity Financial LLC 111.26%1.26%1.26%Q1 2021Q1 20211
Ipswich Investment Management Co., Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Personal Wealth Partners 110.00%0.00%0.00%Q2 2021Q2 20211
Frisch Financial Group, Inc. 110.20%0.20%0.20%Q4 2018Q4 20181
Parkside Financial Bank & Trust 110.02%0.02%0.02%Q3 2016Q3 20161
Eos Management, L.P. 110.26%0.26%0.26%Q1 2020Q1 20201
Pointe Capital Management LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Delta Dental Plan of Michigan, Inc. 110.29%0.29%0.29%Q4 2017Q4 20171
Madrona Financial Services, LLC 113.04%3.04%3.04%Q2 2020Q2 20201
LAKE STREET ADVISORS GROUP, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
WELCH & FORBES LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Envestnet Portfolio Solutions, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
San Luis Wealth Advisors LLC 110.20%0.20%0.20%Q4 2020Q4 20201
GW HENSSLER & ASSOCIATES LTD 110.03%0.03%0.03%Q3 2016Q3 20161
CPWM, LLC 110.17%0.17%0.17%Q4 2011Q4 20111
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Walkner Condon Financial Advisors LLC 110.08%0.08%0.08%Q2 2021Q2 20211
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Aquire Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q4 2022Q4 20221
United Community Bank 110.26%0.26%0.26%Q3 2023Q3 20231
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q2 2023Q2 20231
Portland Global Advisors LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Wallace Advisory Group, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
External links

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