SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2020.00%0.00%0.00%Q2 2013Q3 202361
THRIVENT FINANCIAL FOR LUTHERANS 38380.00%0.01%0.04%Q2 2014Q3 202345
Freedom Investment Management, Inc. 43430.02%0.25%0.60%Q1 2013Q3 202343
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.22%0.75%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.06%0.23%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.04%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.05%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.20%0.82%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.02%0.08%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
OPTIMUM INVESTMENT ADVISORS 3470.02%0.12%0.18%Q3 2013Q4 202341
US BANCORP \DE\ 23180.00%0.00%0.01%Q2 2013Q3 202341
Citadel Advisors 1410.00%0.00%0.00%Q1 2015Q3 202340
RAYMOND JAMES & ASSOCIATES 22180.00%0.01%0.02%Q2 2013Q3 202340
ARROW FINANCIAL CORP 38380.04%0.37%5.52%Q2 2014Q3 202338
PNC FINANCIAL SERVICES GROUP, INC. 37370.00%0.00%0.00%Q3 2014Q3 202337
Capital Directions Investment Advisors, LLC 2020.01%0.02%0.02%Q2 2013Q4 202236
VALLEY NATIONAL ADVISERS INC 36360.03%0.04%0.08%Q4 2014Q3 202336
Sigma Planning Corp 3320.02%0.09%0.25%Q4 2014Q3 202336
UBS Group AG 36360.00%0.03%0.09%Q4 2014Q3 202336
SIGNATUREFD, LLC 1490.00%0.00%0.04%Q2 2013Q3 202335
LINCOLN NATIONAL CORP 3130.01%0.02%0.03%Q2 2014Q3 202334
GOLDMAN SACHS GROUP INC 2140.00%0.00%0.01%Q1 2012Q3 202333
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2850.01%0.10%0.45%Q1 2014Q3 202333
Cutler Group LLC / CA 16160.00%0.01%0.10%Q4 2019Q3 202333
Avior Wealth Management, LLC 32320.02%0.52%1.40%Q4 2015Q3 202332
Geneos Wealth Management Inc. 31310.01%0.27%1.60%Q1 2016Q3 202331
IFP Advisors, Inc 17140.02%0.11%0.36%Q4 2015Q3 202331
Bank of New York Mellon Corp 31310.00%0.00%0.03%Q1 2016Q3 202331
Raymond James Financial Services Advisors, Inc. 31310.01%0.08%0.30%Q1 2016Q3 202331
ENVESTNET ASSET MANAGEMENT INC 2180.00%0.14%0.61%Q2 2013Q3 202329
CITIGROUP INC 2710.00%0.00%0.00%Q3 2015Q3 202329
BlackRock Inc. 29290.00%0.00%0.00%Q4 2015Q4 202229
Transform Wealth, LLC 2540.30%0.67%2.42%Q2 2016Q3 202329
AMERIPRISE FINANCIAL INC 29290.00%0.01%0.04%Q3 2016Q3 202329
Creative Planning 1410.00%0.00%0.01%Q3 2014Q3 202328
Kalos Management, Inc. 2530.08%0.25%0.66%Q4 2015Q2 202328
HighTower Advisors, LLC 2620.00%0.06%0.14%Q1 2015Q3 202328
Janney Montgomery Scott LLC 27270.01%0.07%0.18%Q1 2017Q3 202327
ASSETMARK, INC 27270.00%0.09%1.16%Q1 2017Q3 202327
Private Advisor Group, LLC 27270.01%0.18%0.70%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.08%0.80%Q2 2013Q4 201927
FIRST NATIONAL TRUST CO 27270.21%1.20%1.77%Q1 2017Q3 202327
Ausdal Financial Partners, Inc. 1510.00%0.16%0.34%Q4 2015Q3 202326
FLAGSHIP HARBOR ADVISORS, LLC 2230.03%0.94%4.18%Q4 2016Q3 202325
Jacobi Capital Management LLC 25250.00%0.34%2.52%Q3 2017Q3 202325
Larson Financial Group LLC 24240.44%3.33%4.56%Q4 2017Q3 202324
CWM, LLC 1510.00%0.10%0.90%Q1 2017Q3 202324
Steward Partners Investment Advisory, LLC 24240.00%0.04%0.17%Q4 2017Q3 202324
OLD SECOND NATIONAL BANK OF AURORA 24240.00%0.04%0.08%Q4 2017Q3 202324
AlphaStar Capital Management, LLC 24240.48%4.49%9.05%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.02%0.15%0.60%Q4 2017Q3 202324
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2220.00%0.00%0.01%Q1 2017Q3 202324
Lutz Financial Services LLC 24243.97%8.11%10.30%Q4 2017Q3 202324
Stratos Wealth Partners, LTD. 24240.00%0.06%0.20%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.04%0.06%0.08%Q4 2017Q3 202324
MML INVESTORS SERVICES, LLC 24240.01%0.06%0.12%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.04%0.09%0.25%Q4 2017Q3 202324
OARSMAN CAPITAL, INC. 24240.28%2.00%3.43%Q4 2017Q3 202324
Pinnacle Wealth Planning Services, Inc. 24240.55%2.80%5.14%Q4 2017Q3 202324
Kingsview Wealth Management, LLC 960.13%0.35%0.67%Q1 2017Q3 202324
PFG Advisors 24240.09%0.19%0.48%Q4 2017Q3 202324
SIGNET FINANCIAL MANAGEMENT, LLC 24240.22%3.02%7.58%Q4 2017Q3 202324
Raab & Moskowitz Asset Management LLC 24240.28%1.00%1.93%Q4 2017Q3 202324
Savant Capital, LLC 24240.08%0.54%1.14%Q4 2017Q3 202324
JANE STREET GROUP, LLC 710.00%0.01%0.01%Q2 2014Q2 202324
NOTTINGHAM ADVISORS, INC. 24240.10%4.55%6.89%Q4 2017Q3 202324
Winch Advisory Services, LLC 24240.02%2.09%5.24%Q4 2017Q3 202324
BB&T SECURITIES, LLC 1580.00%0.01%0.12%Q2 2013Q3 201923
Community Bank, N.A. 23230.07%0.12%0.24%Q1 2018Q3 202323
WealthPLAN Partners, LLC 1850.04%0.35%0.93%Q4 2017Q4 202323
STIFEL FINANCIAL CORP 23230.00%0.09%0.20%Q1 2018Q3 202323
Arete Wealth Advisors, LLC 23230.09%0.19%0.38%Q1 2018Q3 202323
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23230.02%0.40%0.75%Q1 2018Q3 202323
Valmark Advisers, Inc. 23232.40%5.74%6.38%Q1 2018Q3 202323
JPMORGAN CHASE & CO 1610.00%0.00%0.01%Q2 2013Q3 202323
Baltimore-Washington Financial Advisors, Inc. 23230.11%0.29%0.52%Q1 2018Q3 202323
Focused Wealth Management, Inc 23230.05%3.17%8.40%Q1 2018Q3 202323
Financial Planning & Information Services, Inc. 23230.56%1.35%1.97%Q1 2018Q3 202323
Mariner, LLC 23230.02%0.09%0.28%Q1 2018Q3 202323
Moisand Fitzgerald Tamayo, LLC 23230.07%0.68%1.20%Q1 2018Q3 202323
JT Stratford LLC 23230.21%0.61%2.21%Q1 2018Q3 202323
INSPIRION WEALTH ADVISORS, LLC 23234.87%8.47%12.55%Q1 2018Q3 202323
WRAPMANAGER INC 23231.90%2.44%3.37%Q1 2018Q3 202323
PHILLIPS FINANCIAL MANAGEMENT, LLC 1610.03%0.12%0.34%Q4 2017Q3 202322
Fernwood Investment Management, LLC 22220.13%0.35%0.56%Q2 2018Q3 202322
E&G Advisors, LP 22220.18%0.40%0.49%Q2 2018Q3 202322
Invesco Ltd. 22220.00%0.00%0.00%Q2 2018Q3 202322
Occidental Asset Management, LLC 22220.14%1.01%1.23%Q2 2018Q3 202322
Advisory Alpha, LLC 22224.16%7.58%11.41%Q2 2018Q3 202322
Probity Advisors, Inc. 1220.35%1.31%1.66%Q4 2017Q3 202322
American Investment Services, Inc. 1930.09%0.40%0.64%Q1 2018Q3 202322
CREATIVE FINANCIAL DESIGNS INC /ADV 22220.00%0.47%3.06%Q2 2018Q3 202322
JNBA Financial Advisors 2010.00%0.99%2.03%Q3 2016Q3 202322
Ford Financial Group, LLC 22225.84%15.30%31.48%Q4 2017Q1 202322
Capital Advisory Group Advisory Services, LLC 22220.01%0.43%2.37%Q2 2018Q3 202322
Sound Income Strategies, LLC 22220.00%0.01%0.01%Q2 2018Q3 202322
Advisory Services Network, LLC 22220.00%0.04%0.17%Q2 2018Q3 202322
FOUNDERS FINANCIAL SECURITIES LLC 2021.54%4.70%7.29%Q1 2018Q3 202322
Pure Financial Advisors, LLC 22220.65%1.45%3.01%Q3 2018Q4 202322
ATLAS CAPITAL ADVISORS LLC 12100.00%0.00%0.02%Q1 2018Q3 202322
Tortoise Investment Management, LLC 21210.00%0.01%0.02%Q3 2018Q3 202321
Horizon Investments, LLC 1121.21%5.33%11.19%Q1 2018Q3 202321
Moloney Securities Asset Management, LLC 1290.04%0.19%0.68%Q1 2018Q3 202321
WALLER FINANCIAL PLANNING GROUP, INC 21211.34%2.35%3.84%Q4 2018Q4 202321
PFS INVESTMENTS INC. 1920.74%2.45%4.97%Q1 2018Q2 202321
Brinker Capital Investments, LLC 21210.03%0.66%1.27%Q4 2017Q4 202221
Sharkey, Howes & Javer 21210.06%0.24%1.15%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.05%0.14%Q3 2018Q3 202321
J.P. Morgan Private Wealth Advisors LLC 21210.00%0.05%0.18%Q3 2018Q3 202321
BURNEY CO/ 21210.03%0.41%0.62%Q3 2018Q3 202321
Accredited Investors Inc. 21213.15%6.92%11.66%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
Tower Research Capital LLC (TRC) 610.00%0.02%0.14%Q4 2013Q3 202321
COLONY GROUP LLC 1110.00%0.01%0.06%Q4 2013Q3 202321
Allworth Financial LP 2010.01%3.97%6.28%Q1 2018Q3 202321
American Portfolios Advisors 20200.00%0.06%0.51%Q4 2017Q3 202220
Patriot Financial Group Insurance Agency, LLC 20200.00%0.51%1.58%Q3 2018Q2 202320
CENTAURUS FINANCIAL, INC. 1910.01%0.22%0.40%Q2 2018Q3 202320
Capital Analysts, LLC 20200.00%0.02%0.04%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.01%0.33%1.36%Q1 2018Q3 202320
Capital Investment Advisory Services, LLC 10100.00%0.01%0.10%Q3 2018Q3 202320
ERn Financial, LLC 20201.24%3.41%6.87%Q4 2018Q3 202320
Betterment LLC 20200.04%0.15%0.37%Q4 2018Q3 202320
CAHABA WEALTH MANAGEMENT, INC. 20200.03%0.07%0.18%Q4 2018Q3 202320
Money Design Co.,Ltd. 20200.08%2.73%5.99%Q4 2018Q3 202320
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 20200.10%0.16%0.25%Q3 2016Q2 202120
TOWNSQUARE CAPITAL LLC 20201.73%2.54%3.90%Q4 2018Q3 202320
Brio Consultants, LLC 20200.06%1.03%4.17%Q4 2018Q3 202320
WealthShield Partners, LLC 1120.01%0.15%0.32%Q1 2018Q3 202320
TPG Financial Advisors, LLC 20205.94%7.07%9.47%Q4 2018Q3 202320
Centerpoint Advisors, LLC 20200.36%1.48%4.33%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.08%0.31%Q4 2018Q3 202320
Cetera Advisors LLC 1190.01%0.04%0.14%Q4 2017Q3 202320
Prestige Wealth Management Group LLC 20200.00%0.07%0.22%Q4 2018Q3 202320
ALTFEST L J & CO INC 19190.09%0.23%0.69%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
STEPHENS INC /AR/ 1310.00%0.03%0.05%Q4 2013Q3 202319
COURIER CAPITAL LLC 19190.03%0.52%1.12%Q1 2019Q3 202319
RDA Financial Network 19191.02%1.32%1.65%Q1 2019Q3 202319
NICOLET ADVISORY SERVICES, LLC 19198.85%14.60%19.38%Q1 2019Q3 202319
Permanens Capital L.P. 19190.09%0.97%4.26%Q1 2019Q3 202319
FIFTH THIRD BANCORP 1810.00%0.01%0.02%Q2 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.23%0.66%Q1 2019Q3 202319
Baird Financial Group, Inc. 19190.01%0.02%0.04%Q1 2019Q3 202319
StrategIQ Financial Group, LLC 19190.06%0.99%1.60%Q1 2019Q3 202319
Frisch Financial Group, Inc. 1360.11%1.26%4.19%Q4 2018Q3 202319
Altium Wealth Management LLC 19191.36%2.11%3.14%Q4 2017Q2 202219
JUNCTURE WEALTH STRATEGIES, LLC 19193.33%5.15%7.10%Q2 2019Q4 202319
Western Wealth Management, LLC 1180.10%0.54%1.35%Q4 2018Q3 202319
GHP Investment Advisors, Inc. 19190.03%0.31%0.47%Q1 2019Q3 202319
Ballast, Inc. 19190.12%0.81%2.10%Q1 2019Q3 202319
CORDA Investment Management, LLC. 19190.19%0.24%0.54%Q1 2019Q3 202319
REILLY FINANCIAL ADVISORS, LLC 19190.00%0.09%0.15%Q2 2017Q4 202119
CX Institutional 18180.45%0.83%1.62%Q2 2019Q3 202318
GenWealth Group, Inc. 18180.26%1.39%2.18%Q2 2019Q3 202318
Simplicity Solutions, LLC 810.01%0.26%0.56%Q2 2018Q2 202318
Global Retirement Partners, LLC 1170.00%0.23%0.59%Q1 2019Q3 202318
Measured Wealth Private Client Group, LLC 18181.36%12.88%16.23%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.04%0.05%Q2 2013Q3 201718
Lantz Financial LLC 18180.24%0.76%1.43%Q2 2019Q3 202318
OLD NATIONAL BANCORP /IN/ 18180.02%1.37%1.80%Q2 2019Q3 202318
AE Wealth Management LLC 18180.01%0.40%0.56%Q2 2019Q3 202318
NorthRock Partners, LLC 18180.07%7.87%9.74%Q2 2019Q3 202318
Rehmann Capital Advisory Group 1530.00%0.10%0.25%Q4 2018Q3 202318
Cooper Financial Group 1710.15%0.93%1.57%Q4 2018Q3 202318
CAPTRUST FINANCIAL ADVISORS 1260.00%0.12%0.56%Q1 2019Q3 202318
Diligent Investors, LLC 18182.09%3.53%4.57%Q2 2019Q3 202318
NICOLET BANKSHARES INC 1710.11%8.77%15.23%Q1 2018Q3 202318
OneDigital Investment Advisors LLC 1320.00%0.04%0.09%Q1 2018Q3 202318
Avantax Planning Partners, Inc. 1710.00%0.62%3.41%Q3 2018Q3 202318
ALESCO ADVISORS LLC 1440.01%3.41%4.58%Q1 2019Q3 202318
COLTON GROOME FINANCIAL ADVISORS, LLC 18180.11%0.67%3.93%Q2 2019Q3 202318
American Money Management, LLC 17170.97%1.20%1.47%Q3 2019Q3 202317
Salomon & Ludwin, LLC 17170.02%0.10%0.19%Q3 2019Q3 202317
Mutual Advisors, LLC 1010.01%0.10%0.37%Q1 2019Q3 202317
Formidable Asset Management, LLC 1160.00%0.03%0.08%Q3 2013Q1 202317
Rockefeller Capital Management L.P. 17170.00%0.02%0.03%Q3 2019Q3 202317
Koshinski Asset Management, Inc. 1610.04%0.29%0.53%Q2 2019Q3 202317
Foresight Wealth Management, LLC 17170.19%5.12%16.65%Q4 2018Q4 202217
STATE STREET CORP 920.00%0.00%0.00%Q2 2013Q2 202317
Snowden Capital Advisors LLC 980.00%0.03%0.06%Q2 2019Q3 202317
Hamilton Capital, LLC 12120.00%23.92%49.38%Q4 2020Q3 202317
Financial Engines Advisors L.L.C. 17170.02%5.22%7.97%Q3 2019Q3 202317
Bristlecone Advisors, LLC 17170.10%0.20%0.26%Q3 2019Q3 202317
BLAIR WILLIAM & CO/IL 1070.00%0.00%0.00%Q4 2018Q3 202317
Gradient Investments LLC 17170.00%1.23%3.30%Q3 2019Q3 202317
Wambolt & Associates, LLC 16160.18%0.29%0.48%Q4 2019Q3 202316
Marcum Wealth, LLC 16160.46%1.39%6.17%Q4 2019Q3 202316
Sowell Financial Services LLC 1010.00%0.05%0.19%Q4 2018Q3 202316
SEI INVESTMENTS CO 1060.00%0.00%0.00%Q4 2017Q3 202316
Orion Portfolio Solutions, LLC 16160.01%0.58%5.41%Q4 2019Q3 202316
IHT Wealth Management, LLC 16160.11%1.71%3.72%Q4 2019Q3 202316
B. Riley Wealth Advisors, Inc. 1420.01%0.09%0.61%Q3 2019Q3 202316
Certified Advisory Corp 1150.08%0.37%0.50%Q2 2019Q3 202316
Connecticut Wealth Management, LLC 1060.67%4.06%6.31%Q3 2019Q3 202316
TOBIAS FINANCIAL ADVISORS, INC. 16160.21%0.41%1.03%Q4 2019Q3 202316
Brookstone Capital Management 1150.02%0.64%2.00%Q1 2019Q3 202316
Riverpoint Wealth Management Holdings, LLC 16160.71%1.03%1.76%Q4 2019Q3 202316
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 16160.17%0.56%1.00%Q4 2019Q3 202316
LEVEL FOUR ADVISORY SERVICES, LLC 1510.03%0.81%1.75%Q4 2016Q3 202316
Meridian Wealth Management, LLC 1410.04%0.72%1.28%Q2 2019Q3 202316
MANAGED ACCOUNT SERVICES INC 16160.36%2.65%5.35%Q4 2017Q3 202116
CIBC Private Wealth Group, LLC 1210.00%0.01%0.04%Q4 2017Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.36%0.41%0.47%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.07%0.09%0.11%Q4 2019Q3 202316
Valtinson Bruner Financial Planning LLC 1150.13%1.92%3.97%Q4 2018Q3 202316
Dynamic Advisor Solutions LLC 910.01%0.04%0.08%Q2 2019Q3 202316
Doyle Wealth Management 16160.06%0.69%1.42%Q4 2018Q3 202216
IAG Wealth Partners, LLC 16160.67%1.02%2.88%Q4 2019Q3 202316
PAX Financial Group, LLC 16161.14%1.37%1.94%Q4 2019Q3 202316
Capital Advisors, Ltd. LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
MARINER INDEPENDENT ADVISOR NETWORK, LLC 16160.05%0.73%1.83%Q4 2018Q3 202216
Clearstead Advisors, LLC 1510.00%0.01%0.05%Q4 2018Q3 202316
Regal Investment Advisors LLC 510.02%0.12%0.60%Q4 2018Q3 202316
First Horizon Advisors, Inc. 1060.00%0.00%0.00%Q3 2019Q3 202316
Parallel Advisors, LLC 1060.00%0.00%0.00%Q4 2016Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.01%0.02%Q4 2019Q3 202316
RETIREMENT INCOME SOLUTIONS, INC 16160.70%1.39%2.81%Q4 2019Q3 202316
Detalus Advisors, LLC 16160.24%0.47%2.39%Q4 2019Q3 202316
HOWARD WEALTH MANAGEMENT, LLC 16160.29%0.67%1.17%Q4 2019Q3 202316
FIRST NATIONAL BANK OF OMAHA 16160.03%0.03%0.04%Q4 2019Q3 202316
SkyOak Wealth, LLC 16160.20%1.85%4.00%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.06%1.35%2.02%Q4 2019Q3 202316
PrairieView Partners, LLC 1510.02%0.02%0.06%Q3 2019Q3 202316
Klingman & Associates, LLC 15152.44%3.17%4.07%Q1 2020Q3 202315
RESTON WEALTH MANAGEMENT LLC 15154.90%14.50%19.28%Q1 2020Q3 202315
MGO ONE SEVEN LLC 910.01%0.07%0.28%Q4 2017Q3 202315
N.E.W. Advisory Services LLC 1412.25%7.94%9.02%Q4 2019Q3 202315
ERTS Wealth Advisors, LLC 15150.16%11.48%17.42%Q1 2020Q3 202315
Visionary Wealth Advisors 15150.08%0.15%0.21%Q1 2020Q3 202315
LOWE BROCKENBROUGH & CO INC 15150.06%0.31%0.69%Q1 2020Q3 202315
Wealthcare Advisory Partners LLC 15150.00%0.18%0.38%Q1 2020Q3 202315
Bridgeworth, LLC 15150.13%0.27%0.53%Q1 2020Q3 202315
Edmonds Duncan Registered Investment Advisors, LLC 15154.08%6.18%7.08%Q1 2020Q3 202315
McAdam, LLC 15150.29%0.74%1.13%Q1 2020Q3 202315
Ackerman Capital Advisors, LLC 15150.55%3.51%6.65%Q1 2020Q3 202315
CONFLUENCE INVESTMENT MANAGEMENT LLC 15150.18%0.29%0.40%Q1 2020Q3 202315
Carnegie Capital Asset Management, LLC 15150.01%0.02%0.02%Q1 2020Q3 202315
Alera Investment Advisors, LLC 15153.92%8.61%10.89%Q1 2020Q3 202315
EWG Elevate Inc. 1320.07%0.39%1.87%Q4 2019Q3 202315
RIVERSEDGE ADVISORS, LLC 15155.78%7.42%9.98%Q1 2020Q3 202315
Wagner Wealth Management, LLC 1140.01%0.04%0.09%Q4 2017Q2 202315
Advisor Group, Inc. 15150.00%0.16%1.31%Q2 2016Q4 201915
FLPUTNAM INVESTMENT MANAGEMENT CO 15150.05%0.20%0.55%Q1 2020Q3 202315
WOLVERINE TRADING, LLC 420.00%0.00%0.00%Q4 2020Q2 202315
Redwood Investment Management, LLC 810.07%1.43%4.73%Q3 2018Q3 202315
CITIZENS FINANCIAL GROUP INC/RI 15150.00%0.04%0.06%Q1 2020Q3 202315
Pinnacle Bancorp, Inc. 15150.02%0.04%0.07%Q1 2020Q3 202315
NewSquare Capital LLC 15150.30%0.38%0.50%Q1 2020Q3 202315
Key FInancial Inc 15150.34%1.51%2.17%Q1 2020Q3 202315
Clark Capital Management Group, Inc. 810.00%0.57%3.08%Q4 2018Q3 202315
FRANKLIN RESOURCES INC 1230.00%0.06%0.11%Q4 2019Q3 202315
Cetera Advisor Networks LLC 1140.01%0.15%0.40%Q4 2019Q3 202315
Laurel Wealth Advisors, Inc. 820.08%0.23%0.52%Q2 2017Q4 202215
NEXT Financial Group, Inc 610.00%0.01%0.03%Q3 2014Q4 202115
Magnus Financial Group LLC 15150.96%6.59%8.84%Q1 2020Q3 202315
Bedel Financial Consulting, Inc. 15150.00%0.00%0.00%Q3 2018Q1 202215
SG Americas Securities, LLC 710.00%0.02%0.06%Q2 2013Q1 202315
OSAIC HOLDINGS, INC. 15150.11%0.24%0.95%Q1 2020Q3 202315
Waldron Private Wealth LLC 14140.04%0.04%0.05%Q2 2020Q3 202314
Clear Perspective Advisors, LLC 860.00%0.25%0.56%Q1 2018Q4 202114
COZAD ASSET MANAGEMENT INC 14140.31%0.44%0.65%Q2 2020Q3 202314
GREAT VALLEY ADVISOR GROUP, INC. 14140.25%0.53%1.20%Q2 2020Q3 202314
Atlas Private Wealth Advisors 14140.09%0.20%0.27%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 810.02%0.04%0.06%Q4 2019Q3 202314
Bremer Bank National Association 14140.06%0.07%0.08%Q2 2020Q3 202314
Wallington Asset Management, LLC 1110.05%0.09%0.14%Q3 2019Q3 202314
Private Wealth Group, LLC 1220.22%3.58%6.71%Q1 2020Q3 202314
CONDOR CAPITAL MANAGEMENT 1220.02%0.13%0.22%Q1 2018Q1 202214
Perigon Wealth Management, LLC 1310.02%0.06%0.08%Q3 2011Q3 202314
People's United Financial, Inc. 14140.01%0.42%0.78%Q4 2018Q1 202214
BENJAMIN EDWARDS INC 14140.32%0.85%1.45%Q2 2020Q3 202314
BENJAMIN F. EDWARDS & COMPANY, INC. 14140.84%1.77%2.56%Q2 2020Q3 202314
Cedar Wealth Management, LLC 14140.04%0.35%0.65%Q2 2020Q3 202314
Clarus Wealth Advisors 1041.20%3.11%4.99%Q1 2019Q2 202314
Integrated Wealth Concepts LLC 1310.02%0.07%0.19%Q4 2019Q3 202314
One Capital Management, LLC 1010.00%0.63%1.32%Q3 2014Q3 202314
MERITAGE PORTFOLIO MANAGEMENT 13130.58%1.01%2.19%Q3 2020Q3 202313
Advisor OS, LLC 1210.08%0.77%7.26%Q2 2020Q3 202313
MSI Financial Services Inc 1120.00%0.00%0.00%Q2 2013Q4 201613
Financial Insights, Inc. 910.16%0.23%0.39%Q3 2019Q3 202313
Executive Wealth Management, LLC 1120.36%1.39%2.05%Q3 2019Q3 202313
Stratos Wealth Advisors, LLC 1210.01%0.13%0.35%Q1 2020Q3 202313
Graypoint LLC 13130.09%0.12%0.15%Q3 2020Q3 202313
TIAA, FSB 13130.04%0.12%0.42%Q2 2020Q2 202313
CGN Advisors LLC 13131.13%1.58%2.37%Q4 2020Q4 202313
ATTICUS WEALTH MANAGEMENT, LLC 13130.01%1.92%6.96%Q3 2020Q3 202313
Ellevest, Inc. 1210.00%0.08%0.19%Q4 2019Q3 202313
1ST SOURCE BANK 13130.02%0.12%0.15%Q3 2020Q3 202313
Windsor Capital Management, LLC 13132.19%5.52%6.38%Q3 2020Q3 202313
PACIFIC FINANCIAL GROUP INC 1210.06%4.31%6.10%Q4 2019Q3 202313
DFPG INVESTMENTS, LLC 610.08%0.36%1.17%Q3 2019Q3 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.17%0.31%0.73%Q4 2020Q3 202312
Bison Wealth, LLC 12120.01%0.03%0.14%Q4 2019Q3 202212
55I, LLC 12120.20%0.83%1.46%Q4 2019Q3 202212
Compton Financial Group, LLC 121213.30%14.27%15.48%Q4 2020Q3 202312
Facet Wealth, Inc. 12120.03%0.24%1.67%Q4 2020Q3 202312
Tranquilli Financial Advisor LLC 12120.82%2.22%3.00%Q4 2020Q3 202312
Sanchez Wealth Management Group 12126.25%8.62%9.61%Q4 2020Q3 202312
SignalPoint Asset Management, LLC 12120.08%0.16%0.59%Q3 2019Q2 202212
KWB Wealth 12129.15%10.31%12.14%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.07%0.15%0.32%Q4 2020Q3 202312
Rodgers & Associates, LTD 12122.74%2.84%3.01%Q4 2020Q3 202312
HUNTINGTON NATIONAL BANK 12120.00%0.00%0.00%Q4 2020Q3 202312
COWA, LLC 12120.26%0.36%0.51%Q4 2020Q3 202312
USCA RIA LLC 12120.04%0.09%0.12%Q3 2018Q2 202112
Alexandria Capital, LLC 12120.13%0.19%0.22%Q4 2018Q3 202112
Harbor Group, Inc. 12127.54%8.75%9.45%Q4 2020Q3 202312
GRIMES & COMPANY, INC. 12120.01%0.01%0.01%Q4 2020Q3 202312
Opal Wealth Advisors, LLC 12120.72%1.03%1.30%Q4 2020Q3 202312
Perennial Investment Advisors, LLC 12120.33%2.31%7.25%Q4 2020Q3 202312
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 12120.04%0.06%0.08%Q4 2020Q3 202312
Balentine LLC 810.00%2.89%7.18%Q4 2018Q1 202312
Cetera Investment Advisers 12120.01%0.09%0.30%Q4 2020Q3 202312
Wells Financial Advisors INC 12121.32%7.05%11.01%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.02%0.05%0.13%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.40%0.81%1.17%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12121.03%1.11%1.19%Q4 2020Q3 202312
Vectors Research Management, LLC 12120.01%0.03%0.06%Q3 2019Q2 202212
Centennial Wealth Advisory LLC 12120.79%2.27%5.52%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12120.21%0.91%1.24%Q4 2020Q3 202312
CITY HOLDING CO 12120.00%0.00%0.01%Q4 2020Q3 202312
Bridge Advisory, LLC 12120.12%0.20%0.58%Q4 2020Q3 202312
SVB WEALTH LLC 12120.00%1.62%2.54%Q4 2020Q3 202312
ECLECTIC ASSOCIATES INC /ADV 12120.79%1.08%1.49%Q4 2020Q3 202312
MANUFACTURERS LIFE INSURANCE COMPANY, THE 930.00%0.00%0.01%Q2 2018Q3 202312
Kestra Advisory Services, LLC 12120.00%0.05%0.13%Q4 2020Q3 202312
Veritable, L.P. 1110.01%0.02%0.03%Q4 2019Q2 202312
Integrated Advisors Network LLC 750.03%0.11%0.25%Q4 2019Q3 202312
AVANTAX ADVISORY SERVICES, INC. 1110.00%0.06%0.11%Q3 2020Q3 202312
Ameritas Investment Company, LLC 12120.02%0.13%0.40%Q4 2018Q3 202112
MAI Capital Management 12120.01%0.01%0.01%Q4 2020Q3 202312
EXENCIAL WEALTH ADVISORS, LLC 810.01%0.02%0.02%Q2 2020Q3 202312
Fullen Financial Group 12121.74%1.88%2.00%Q2 2020Q1 202312
Barber Financial Group, Inc. 1110.12%1.14%3.81%Q4 2019Q1 202312
Iron Horse Wealth Management, LLC 12120.49%0.64%0.89%Q4 2020Q3 202312
Weitzel Financial Services, Inc. 12120.80%8.38%24.54%Q4 2020Q3 202312
Gerber Kawasaki Wealth & Investment Management 12120.03%1.16%3.58%Q4 2020Q3 202312
Cornerstone Wealth Management, LLC 930.04%0.26%0.38%Q3 2020Q3 202312
Thrive Capital Management, LLC 11110.15%0.21%0.36%Q1 2021Q3 202311
Concord Wealth Partners 740.04%0.12%0.60%Q4 2020Q3 202311
McKinley Carter Wealth Services, Inc. 710.02%0.11%0.19%Q4 2017Q2 202111
SUNTRUST BANKS INC 740.00%0.02%0.04%Q4 2016Q3 201911
Keystone Financial Group 920.13%0.41%1.67%Q4 2020Q3 202311
Csenge Advisory Group 410.02%0.18%0.70%Q3 2018Q3 202311
Colonial River Wealth Management, LLC 830.70%1.49%4.46%Q4 2020Q3 202311
M&T BANK CORP 650.00%0.03%0.07%Q1 2020Q3 202311
Smithfield Trust Co 11110.01%0.01%0.02%Q1 2021Q3 202311
Somerset Trust Co 11110.11%0.14%0.18%Q2 2021Q4 202311
Choice Wealth Advisors, LLC 6516.74%18.59%20.42%Q4 2020Q3 202311
Good Life Advisors, LLC 11110.05%1.50%2.96%Q1 2021Q3 202311
Tower Wealth Partners, Inc. 11110.97%1.36%2.17%Q1 2021Q3 202311
Gladstone Institutional Advisory LLC 11110.02%0.03%0.04%Q1 2021Q3 202311
TSFG, LLC 11110.04%0.36%0.98%Q1 2021Q3 202311
Shilanski & Associates, Inc. 742.04%2.47%2.90%Q4 2020Q3 202311
Tradewinds Capital Management, LLC 1010.04%1.84%13.19%Q4 2019Q3 202311
Hartford Financial Management Inc. 11110.01%0.01%0.01%Q1 2021Q3 202311
Johnson Financial Group, Inc. 11110.01%0.01%0.02%Q1 2021Q3 202311
LifePlan Financial Group, Inc 11110.05%0.10%0.13%Q1 2018Q3 202011
Atria Investments, Inc 1010.04%0.09%0.16%Q1 2018Q4 202211
Navalign, LLC 11115.22%5.44%5.79%Q1 2021Q3 202311
Soltis Investment Advisors LLC 11110.04%0.05%0.06%Q1 2021Q3 202311
THOMPSON INVESTMENT MANAGEMENT, INC. 11110.04%0.06%0.09%Q1 2021Q3 202311
WJ Wealth Management, LLC 11110.83%1.59%4.30%Q1 2021Q3 202311
LEE DANNER & BASS INC 11110.10%0.12%0.18%Q1 2021Q3 202311
INVESTMENT PARTNERS, LTD. 11110.10%0.15%0.20%Q1 2021Q3 202311
Grandview Asset Management LLC 11110.10%0.16%0.27%Q1 2021Q3 202311
Spire Wealth Management 11110.03%0.20%0.33%Q1 2021Q3 202311
Squar Milner Financial Services LLC 11110.32%0.98%2.00%Q4 2017Q2 202011
Better Money Decisions, LLC 11110.42%0.58%0.98%Q1 2021Q3 202311
GILL CAPITAL PARTNERS, LLC 650.10%0.10%0.11%Q1 2021Q4 202311
Tradition Wealth Management, LLC 830.00%0.00%0.01%Q4 2020Q3 202311
Asset Dedication, LLC 810.00%0.01%0.01%Q3 2018Q3 202311
MCDONALD PARTNERS LLC 740.13%0.16%0.20%Q4 2020Q3 202311
Halpern Financial, Inc. 920.02%0.03%0.07%Q3 2020Q3 202311
Lloyd Advisory Services, LLC. 11110.04%0.14%0.23%Q4 2019Q2 202211
Hunting Hill Global Capital, LLC 310.09%0.86%1.78%Q4 2020Q3 202311
Accel Wealth Management 10100.07%0.09%0.12%Q4 2020Q1 202310
INTRUST BANK NA 10100.10%0.56%1.12%Q4 2018Q1 202110
FINANCIAL MANAGEMENT NETWORK INC 520.12%0.20%0.27%Q4 2020Q3 202310
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10100.10%0.11%0.13%Q2 2021Q3 202310
Cambridge Advisors Inc. 10100.06%0.06%0.07%Q2 2021Q3 202310
MOTIVE WEALTH ADVISORS 10103.06%3.95%4.24%Q2 2021Q3 202310
Tennessee Valley Asset Management Partners 10106.94%12.36%16.21%Q2 2021Q3 202310
QUEST CAPITAL MANAGEMENT INC /ADV 10100.06%0.18%0.23%Q3 2019Q4 202110
AMERICAN INTERNATIONAL GROUP, INC. 10100.00%0.00%0.00%Q4 2013Q1 201610
PARK AVENUE SECURITIES LLC 10100.02%0.05%0.11%Q2 2021Q3 202310
BNP PARIBAS FINANCIAL MARKETS 660.00%0.00%0.00%Q2 2022Q3 202310
Retirement Group, LLC 640.00%0.02%0.12%Q1 2021Q3 202310
Global Trust Asset Management, LLC 10100.29%0.53%0.87%Q4 2017Q1 202010
Westside Investment Management, Inc. 10100.00%0.01%0.02%Q2 2021Q3 202310
Asset Management Group, Inc. 10100.07%0.50%0.84%Q2 2021Q3 202310
WOLFF WIESE MAGANA LLC 910.00%0.01%0.02%Q1 2021Q3 202310
Koss-Olinger Consulting, LLC 10100.06%0.09%0.10%Q2 2021Q3 202310
Argent Advisors, Inc. 10100.30%0.33%0.37%Q2 2021Q3 202310
INNEALTA CAPITAL, LLC 10100.51%0.72%0.99%Q2 2021Q3 202310
Trilogy Capital Inc. 10100.04%0.09%0.14%Q2 2021Q3 202310
Strategic Blueprint, LLC 10100.02%0.04%0.06%Q2 2021Q3 202310
PECAUT & CO. 10100.46%2.32%2.83%Q2 2021Q3 202310
VICUS CAPITAL 10101.53%1.93%2.36%Q2 2021Q3 202310
Whitcomb & Hess, Inc. 101013.64%14.23%14.66%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.03%0.06%0.08%Q1 2021Q3 202310
Arkadios Wealth Advisors 10100.00%0.05%0.08%Q2 2021Q3 202310
NVWM, LLC 910.02%0.02%0.03%Q4 2020Q3 202310
Peterson Wealth Advisors, LLC 10100.17%0.48%0.92%Q2 2021Q3 202310
Ballentine Partners, LLC 640.00%0.00%0.01%Q1 2016Q3 202310
WHITE PINE CAPITAL LLC 10100.07%0.15%0.28%Q2 2021Q3 202310
Dakota Wealth Management 10100.04%0.16%0.34%Q2 2021Q3 202310
InterOcean Capital Group, LLC 10100.01%0.16%0.22%Q2 2021Q3 202310
PRINCIPAL FINANCIAL GROUP INC 10100.00%0.00%0.00%Q4 2018Q1 202110
Winslow, Evans & Crocker, Inc. 10100.00%0.01%0.04%Q3 2018Q4 202010
WEALTHSOURCE PARTNERS, LLC 640.02%0.11%0.26%Q1 2018Q2 202210
Baystate Wealth Management LLC 910.00%0.00%0.01%Q4 2020Q3 202310
IMC-Chicago, LLC 710.00%0.00%0.00%Q4 2019Q3 202310
PARAMETRIC PORTFOLIO ASSOCIATES LLC 810.00%0.04%0.09%Q4 2015Q1 202210
KAYS FINANCIAL ADVISORY CORP /ADV 10102.37%6.87%9.13%Q2 2018Q3 202010
TRH Financial, LLC 910.20%0.90%1.88%Q4 2019Q2 202210
NewEdge Advisors, LLC 10100.02%0.09%0.17%Q2 2021Q3 202310
Founders Capital Management 10100.00%0.00%0.01%Q3 2021Q4 202310
Vontobel Holding Ltd. 10100.00%0.01%0.02%Q2 2021Q3 202310
HORIZON FINANCIAL SERVICES, LLC 10104.71%7.34%8.25%Q2 2021Q3 202310
Chicago Partners Investment Group LLC 10100.03%0.07%0.08%Q2 2021Q3 202310
Alta Wealth Advisors LLC 10100.18%2.95%5.31%Q2 2021Q3 202310
FIFTH THIRD SECURITIES, INC. 640.10%0.20%0.25%Q1 2021Q3 202310
Advisors Capital Management, LLC 990.02%0.03%0.06%Q3 2021Q3 20239
PETERSON WEALTH MANAGEMENT 991.24%1.60%2.18%Q2 2021Q2 20239
Ancora Advisors LLC 720.00%0.01%0.01%Q4 2020Q3 20239
Qube Research & Technologies Ltd 720.00%0.00%0.01%Q2 2021Q3 20239
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 310.01%0.03%0.05%Q3 2018Q3 20239
GPS Wealth Strategies Group, LLC 990.00%1.37%2.72%Q3 2021Q3 20239
AWM CAPITAL, LLC 990.12%0.42%0.95%Q3 2021Q3 20239
Fort Point Capital Partners LLC 990.07%0.08%0.08%Q3 2021Q3 20239
GREENLEAF TRUST 990.01%0.01%0.01%Q3 2021Q3 20239
TWO SIGMA SECURITIES, LLC 310.00%0.02%0.04%Q2 2017Q3 20239
Allen Capital Group, LLC 990.07%0.48%1.33%Q2 2018Q2 20209
JFS WEALTH ADVISORS, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Belpointe Asset Management LLC 710.02%0.03%0.04%Q3 2018Q2 20239
Willis Johnson & Associates, Inc. 9912.84%15.41%16.70%Q3 2021Q3 20239
Lee Financial Co 990.00%0.00%0.01%Q2 2021Q2 20239
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Angeles Investment Advisors, LLC 990.03%3.10%10.89%Q1 2021Q1 20239
Laidlaw Wealth Management LLC 990.06%0.10%0.12%Q2 2021Q2 20239
VERUS CAPITAL PARTNERS, LLC 720.89%1.24%1.41%Q4 2019Q3 20239
Family Management Corp 410.01%0.06%0.36%Q4 2018Q3 20239
Castleview Partners, LLC 810.00%0.43%0.61%Q2 2021Q3 20239
SECURIAN ASSET MANAGEMENT, INC 990.02%0.10%0.17%Q2 2021Q2 20239
Kovack Advisors, Inc. 710.02%0.04%0.04%Q3 2020Q3 20239
MONEY CONCEPTS CAPITAL CORP 520.04%0.12%0.51%Q4 2020Q3 20239
Independent Wealth Network Inc. 993.04%3.20%3.31%Q3 2021Q3 20239
Virtue Capital Management, LLC 210.00%0.72%5.35%Q4 2017Q1 20239
BANK OF MONTREAL /CAN/ 410.00%0.00%0.00%Q1 2018Q3 20239
Renaissance Technologies 210.00%0.00%0.01%Q2 2019Q3 20239
Livingston Group Asset Management CO (operating as Southport Capital Management) 991.12%1.96%3.66%Q1 2020Q1 20229
Essex Savings Bank 630.04%0.09%0.12%Q4 2018Q3 20239
Financial Council Asset Management Inc 993.62%5.07%5.80%Q3 2021Q3 20239
Ranch Capital Advisors Inc. 990.05%0.29%1.48%Q3 2019Q3 20219
U.S. Capital Wealth Advisors, LLC 990.05%0.07%0.10%Q3 2021Q3 20239
Paulson Wealth Management Inc. 990.23%0.85%1.43%Q4 2017Q4 20199
Stone Point Wealth LLC 881.98%2.79%3.28%Q4 2021Q3 20238
Lido Advisors, LLC 530.00%0.00%0.01%Q2 2021Q3 20238
TRUSTCORE FINANCIAL SERVICES, LLC 880.00%0.01%0.02%Q1 2021Q4 20228
CERTUITY, LLC 620.06%0.09%0.13%Q2 2020Q3 20238
CarsonAllaria Wealth Management, Ltd. 889.94%10.42%10.88%Q4 2021Q3 20238
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q1 2022Q4 20238
Wealthstream Advisors, Inc. 880.39%0.56%0.71%Q4 2021Q3 20238
Hofer & Associates. Inc 886.89%7.38%8.18%Q4 2021Q3 20238
Personal Wealth Partners 882.39%4.88%7.27%Q2 2020Q1 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Advance Capital Management, Inc. 880.06%0.10%0.18%Q4 2021Q3 20238
LOWERY THOMAS, LLC 881.19%3.29%6.66%Q4 2021Q3 20238
Summit Financial, LLC 880.06%0.12%0.21%Q4 2021Q3 20238
Royal Fund Management, LLC 620.00%0.59%1.24%Q4 2017Q1 20208
FAS Wealth Partners, Inc. 880.00%0.00%0.01%Q2 2021Q1 20238
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 710.00%0.00%0.01%Q3 2021Q3 20238
Van Leeuwen & Company, LLC 711.26%4.13%7.51%Q1 2021Q3 20238
WEALTH MANAGEMENT RESOURCES, INC. 880.23%0.33%0.49%Q4 2021Q3 20238
Glassman Wealth Services 880.01%0.01%0.01%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 881.57%1.88%2.00%Q4 2021Q3 20238
Peterson Financial Group, Inc. 881.44%1.72%2.94%Q4 2021Q3 20238
Cordasco Financial Network 710.00%0.00%0.01%Q3 2018Q4 20218
D.A. DAVIDSON & CO. 710.00%0.00%0.01%Q2 2016Q3 20238
Horizon Family Wealth, Inc. 883.72%4.09%4.50%Q4 2021Q3 20238
J Arnold Wealth Management Co 710.01%0.02%0.06%Q4 2019Q4 20228
Valeo Financial Advisors, LLC 620.00%0.00%0.00%Q1 2019Q1 20218
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 889.96%11.35%14.48%Q4 2021Q3 20238
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q2 2018Q2 20238
Fiduciary Group LLC 530.03%0.05%0.10%Q4 2019Q3 20238
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 880.76%0.97%1.08%Q4 2021Q3 20238
Lumina Fund Management LLC 880.32%0.53%0.77%Q4 2021Q3 20238
Waypoint Capital Advisors, LLC 880.72%0.95%1.60%Q4 2021Q3 20238
Modera Wealth Management, LLC 880.03%0.06%0.08%Q4 2021Q3 20238
Gunma Bank,Ltd. 411.00%1.87%2.61%Q3 2020Q4 20228
Goodman Advisory Group, LLC 880.00%1.13%8.28%Q4 2021Q3 20238
Teamwork Financial Advisors, LLC 880.05%0.24%0.48%Q2 2021Q1 20238
BUCKINGHAM STRATEGIC WEALTH, LLC 310.00%0.02%0.07%Q1 2019Q3 20238
LVZ, Inc. 880.19%0.28%0.35%Q1 2018Q4 20198
KRAEMATON INVESTMENT ADVISORS, INC 880.42%0.49%0.56%Q4 2021Q3 20238
Inspire Advisors, LLC 880.06%0.10%0.14%Q4 2021Q3 20238
Quent Capital, LLC 880.71%0.91%1.04%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
BOKF, NA 620.01%0.01%0.02%Q1 2020Q4 20228
Schrum Private Wealth Management LLC 880.79%1.09%1.27%Q4 2021Q3 20238
Prime Capital Investment Advisors, LLC 510.01%0.04%0.09%Q4 2019Q3 20238
Red Tortoise LLC 441.83%2.21%3.19%Q3 2021Q3 20238
FirstPurpose Wealth LLC 880.16%0.24%0.32%Q4 2021Q3 20238
REGENTATLANTIC CAPITAL LLC 880.04%1.57%3.35%Q4 2020Q3 20228
Erickson Financial Group, LLC 880.28%0.30%0.33%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.03%0.39%0.67%Q4 2021Q3 20238
Warren Street Wealth Advisors, LLC 880.38%1.17%5.91%Q4 2021Q3 20238
Helen Stephens Group, LLC 880.17%0.26%0.38%Q4 2021Q3 20238
Firestone Capital Management 880.00%0.00%0.03%Q4 2019Q3 20218
Index Fund Advisors, Inc. 880.04%0.10%0.19%Q4 2021Q3 20238
INTEGRATED CAPITAL MANAGEMENT, INC. 510.17%0.73%4.40%Q4 2018Q1 20238
FormulaFolio Investments, LLC 880.04%0.32%0.75%Q3 2019Q2 20218
DEUTSCHE BANK AG\ 410.00%0.00%0.00%Q1 2019Q3 20238
DRIVE WEALTH MANAGEMENT, LLC 880.24%1.23%3.53%Q4 2021Q3 20238
Prospera Financial Services Inc 320.02%0.05%0.06%Q3 2019Q3 20238
Collaborative Wealth Managment Inc. 611.23%2.53%3.77%Q1 2021Q3 20238
Merit Financial Group, LLC 880.02%0.33%0.80%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
TAGStone Capital, Inc. 882.58%2.65%2.82%Q4 2021Q3 20238
CREDIT SUISSE AG/ 510.00%0.00%0.01%Q1 2013Q4 20228
20/20 Capital Management, Inc. 770.19%0.31%0.52%Q4 2019Q2 20217
Safeguard Financial, LLC 770.38%0.62%1.19%Q1 2022Q3 20237
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
L.M. KOHN & COMPANY 770.43%0.49%0.54%Q1 2022Q3 20237
Sequoia Financial Advisors, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
PSI Advisors, LLC 610.01%0.36%0.68%Q4 2019Q3 20237
Polaris Wealth Advisory Group, LLC 770.18%0.20%0.22%Q1 2018Q3 20197
Rockwood Wealth Management, LLC 770.04%0.10%0.20%Q4 2021Q2 20237
First Allied Advisory Services, Inc. 610.01%0.07%0.23%Q4 2014Q3 20207
NORTHERN TRUST CORP 520.00%0.00%0.01%Q3 2021Q3 20237
Evercore Wealth Management, LLC 770.00%0.00%0.00%Q1 2015Q3 20167
V Wealth Advisors LLC 430.04%0.18%0.24%Q1 2016Q2 20237
Parkside Financial Bank & Trust 610.00%0.00%0.00%Q3 2021Q3 20237
AlphaMark Advisors, LLC 770.00%0.04%0.06%Q1 2022Q3 20237
MONECO Advisors, LLC 770.08%0.33%1.12%Q1 2022Q3 20237
EVERMAY WEALTH MANAGEMENT LLC 770.02%0.02%0.03%Q1 2022Q3 20237
Wealth Advisors of Iowa, LLC 774.52%8.22%10.83%Q1 2022Q3 20237
Advisory Resource Group 773.18%9.20%12.51%Q1 2020Q3 20217
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
PRUDENTIAL FINANCIAL INC 770.04%0.04%0.05%Q1 2022Q3 20237
CAROLINAS WEALTH CONSULTING LLC 770.01%0.01%0.01%Q1 2022Q3 20237
ProVise Management Group, LLC 770.06%0.08%0.17%Q2 2021Q4 20227
MEEDER ASSET MANAGEMENT INC 610.00%0.04%0.13%Q4 2020Q3 20227
BCS Wealth Management 770.41%1.43%3.20%Q1 2022Q3 20237
DUPONT CAPITAL MANAGEMENT CORP 770.14%2.86%7.38%Q2 2020Q4 20217
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.02%0.04%Q1 2021Q4 20227
ATHERTON LANE ADVISERS, LLC 770.05%0.05%0.06%Q2 2014Q4 20157
Chessman Wealth Strategies RIA 771.21%6.00%12.41%Q4 2017Q2 20197
Investments & Financial Planning, LLC 430.26%0.38%0.45%Q4 2021Q3 20237
ICA Group Wealth Management, LLC 770.06%0.39%0.86%Q1 2022Q3 20237
PENOBSCOT WEALTH MANAGEMENT 773.86%4.01%4.21%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 771.04%1.17%1.46%Q1 2022Q3 20237
CULLEN/FROST BANKERS, INC. 610.00%0.00%0.01%Q4 2021Q3 20237
First Heartland Consultants, Inc. 610.04%0.36%1.38%Q2 2019Q3 20217
SMITHBRIDGE ASSET MANAGEMENT INC/DE 771.01%1.15%1.43%Q1 2022Q3 20237
Financial Architects, Inc 770.00%0.00%0.00%Q1 2018Q3 20197
ForthRight Wealth Management, LLC 770.10%0.21%0.25%Q1 2022Q3 20237
MCF Advisors LLC 770.00%0.02%0.03%Q1 2022Q3 20237
MBM Wealth Consultants, LLC 770.43%0.58%0.78%Q1 2022Q3 20237
TCI Wealth Advisors, Inc. 320.00%0.01%0.07%Q3 2018Q1 20237
Kaizen Financial Strategies 770.26%1.01%1.88%Q3 2021Q1 20237
Harborview Advisors, LLC 770.55%0.99%1.19%Q1 2020Q3 20217
Capital Asset Advisory Services LLC 770.00%0.00%0.01%Q1 2021Q3 20227
Treasure Coast Financial Planning 773.33%4.56%5.10%Q4 2021Q2 20237
Plante Moran Financial Advisors, LLC 770.00%0.01%0.01%Q1 2021Q3 20227
ADVISOR PARTNERS LLC 510.01%0.03%0.04%Q3 2018Q1 20227
TRANSCEND CAPITAL ADVISORS, LLC 520.04%0.08%0.15%Q4 2019Q3 20237
FORVIS Wealth Advisors, LLC 610.01%0.02%0.02%Q4 2019Q3 20237
WHITTIER TRUST CO OF NEVADA INC 770.00%0.00%0.00%Q1 2022Q3 20237
Redwood Financial Network Corp 770.58%0.86%1.26%Q1 2022Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 773.80%6.62%10.06%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.08%0.16%0.27%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.30%0.60%1.05%Q4 2021Q3 20237
Towerpoint Wealth, LLC 610.09%0.60%1.03%Q3 2019Q3 20237
Total Clarity Wealth Management, Inc. 210.03%0.35%1.36%Q4 2019Q3 20237
CAMBRIDGE TRUST CO 660.00%0.00%0.00%Q2 2022Q3 20236
Van Hulzen Asset Management, LLC 660.05%0.07%0.09%Q4 2018Q1 20206
Narus Financial Partners, LLC 660.15%0.22%0.30%Q2 2022Q3 20236
Leicht Financial Planning & Wealth Management, Inc. 662.73%9.22%12.49%Q2 2022Q3 20236
Heritage Wealth Advisors 660.01%0.01%0.01%Q2 2022Q3 20236
Cordatus Wealth Management LLC 420.52%1.05%1.85%Q1 2022Q3 20236
Stone House Investment Management, LLC 330.00%0.05%0.14%Q3 2018Q3 20236
Intergy Private Wealth, LLC 660.39%2.24%2.93%Q2 2022Q3 20236
Capstone Triton Financial Group, LLC 661.02%1.11%1.15%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.19%0.28%0.39%Q2 2022Q3 20236
LYNCH & ASSOCIATES/IN 661.26%1.38%1.49%Q3 2022Q4 20236
MOTCO 660.00%0.00%0.00%Q1 2020Q2 20216
Running Point Capital Advisors, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
Capital Square, LLC 660.38%0.40%0.44%Q3 2020Q4 20216
Sunesis Advisors, LLC 513.18%7.63%10.13%Q1 2022Q3 20236
Systelligence, LLC 422.10%3.54%6.37%Q4 2019Q4 20236
WCG Wealth Advisors LLC 660.07%0.08%0.10%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Quadrant Private Wealth Management, LLC 420.09%0.13%0.15%Q3 2021Q1 20236
Cerity Partners LLC 660.00%0.21%0.60%Q2 2022Q3 20236
O'Dell Group, LLC 510.03%0.03%0.04%Q3 2021Q2 20236
Simplicity Wealth,LLC 510.17%3.46%5.90%Q4 2021Q2 20236
Shulman DeMeo Asset Management LLC 310.06%0.07%0.10%Q3 2019Q4 20216
Seaside Wealth Management, Inc. 661.05%1.25%1.47%Q2 2022Q3 20236
DOLIVER ADVISORS, LP 310.27%0.37%0.56%Q2 2021Q2 20236
Miracle Mile Advisors, LLC 510.01%0.02%0.04%Q1 2020Q4 20216
Jackson Wealth Management, LLC 662.17%2.92%4.24%Q4 2017Q1 20196
Asset Planning Services, Ltd. 660.03%0.03%0.03%Q2 2018Q3 20196
Oak Harvest Investment Services 661.08%1.47%2.30%Q2 2022Q3 20236
Darwin Wealth Management, LLC 660.09%0.25%0.43%Q2 2022Q3 20236
Beacon Pointe Advisors, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
XR Securities LLC 210.02%1.22%3.89%Q4 2017Q4 20226
ROWLAND CARMICHAEL ADVISORS INC /ADV 660.37%0.42%0.47%Q3 2019Q4 20206
TAP Consulting, LLC 510.01%0.34%0.46%Q4 2021Q3 20236
Aprio Wealth Management, LLC 210.29%1.15%3.12%Q4 2019Q3 20236
Sargent Investment Group, LLC 661.75%1.83%2.05%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.03%0.03%0.05%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 310.01%0.09%0.32%Q2 2021Q3 20236
IFG Advisory, LLC 660.06%0.49%0.84%Q2 2022Q3 20236
Founders Financial Alliance, LLC 660.00%0.12%0.23%Q2 2022Q3 20236
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2019Q3 20236
LCNB CORP 660.09%0.12%0.14%Q2 2022Q3 20236
GeoWealth Management, LLC 420.00%0.32%0.70%Q1 2020Q4 20226
Smart Money Group LLC 660.27%1.26%2.67%Q4 2018Q1 20206
1834 INVESTMENT ADVISORS CO 660.12%0.67%1.08%Q2 2022Q3 20236
Cedar Brook Financial Partners, LLC 510.08%0.36%0.76%Q3 2019Q4 20226
Wolf Group Capital Advisors 660.13%0.17%0.19%Q2 2022Q3 20236
GLENMEDE TRUST CO NA 660.00%0.00%0.00%Q1 2021Q2 20226
Platte River Wealth Advisors, LLC 660.16%0.30%0.58%Q2 2022Q3 20236
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 660.76%1.44%1.98%Q4 2016Q1 20186
Concorde Asset Management, LLC 410.12%0.31%0.52%Q3 2018Q4 20226
NWAM LLC 660.02%0.18%0.97%Q2 2022Q3 20236
Bank of New Hampshire 660.00%0.00%0.00%Q2 2022Q3 20236
Realta Investment Advisors 220.01%0.02%0.04%Q1 2019Q3 20236
BRANDYWINE OAK PRIVATE WEALTH LLC 660.19%1.52%2.14%Q2 2022Q3 20236
Nikulski Financial, Inc. 660.34%0.39%0.46%Q3 2018Q4 20196
SIMON QUICK ADVISORS, LLC 665.83%7.40%8.41%Q2 2022Q3 20236
Cresset Asset Management, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Trexquant Investment LP 210.01%0.02%0.03%Q1 2020Q1 20236
Rossmore Private Capital 660.04%0.05%0.06%Q2 2022Q3 20236
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Fragasso Group Inc. 510.04%0.11%0.36%Q4 2018Q4 20236
Blueprint Investment Partners LLC 660.40%0.47%0.53%Q4 2021Q1 20236
Lighthouse Financial Advisors, Inc. 661.51%1.69%2.01%Q4 2019Q1 20216
Newbridge Financial Services Group, Inc. 660.09%0.18%0.24%Q2 2022Q3 20236
Sequent Asset Management, LLC 420.36%0.66%1.10%Q1 2021Q3 20236
COMPASS FINANCIAL ADVISORS LLC 660.93%1.28%1.52%Q4 2021Q1 20236
IndexIQ Advisors LLC 320.00%0.01%0.03%Q2 2018Q1 20225
ENCOMPASS WEALTH ADVISORS, LLC 550.33%0.35%0.37%Q1 2021Q1 20225
MACROVIEW INVESTMENT MANAGEMENT LLC 550.04%0.07%0.15%Q4 2018Q4 20195
Coppell Advisory Solutions LLC 410.08%0.13%0.20%Q4 2020Q3 20235
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 410.00%0.00%0.02%Q4 2018Q3 20235
TRADITION ASSET MANAGEMENT LLC 550.45%0.51%0.55%Q2 2019Q2 20205
Vivaldi Capital Management LP 550.08%0.09%0.09%Q4 2021Q4 20225
Brown Miller Wealth Management, LLC 550.20%0.26%0.31%Q3 2022Q3 20235
TRADITION CAPITAL MANAGEMENT LLC 550.12%0.22%0.50%Q1 2018Q1 20195
Venture Visionary Partners LLC 410.00%0.01%0.02%Q2 2022Q3 20235
S. R. Schill & Associates 550.16%1.20%1.94%Q4 2018Q4 20195
SMITH, MOORE & CO. 310.00%0.04%0.07%Q1 2018Q2 20225
Smallwood Wealth Investment Management, LLC 550.23%0.27%0.30%Q3 2022Q3 20235
CoreCap Advisors, LLC 552.76%2.91%3.08%Q4 2021Q4 20225
HRT FINANCIAL LP 110.01%0.04%0.12%Q2 2015Q1 20235
Householder Group Estate & Retirement Specialist, LLC 310.06%0.24%0.59%Q1 2022Q3 20235
RMB Capital Management, LLC 550.02%0.03%0.03%Q3 2022Q3 20235
SECURITY NATIONAL TRUST CO 550.02%0.02%0.02%Q4 2019Q4 20205
TCG Advisors, LP 550.00%0.77%1.33%Q1 2019Q1 20205
Wealthquest Corp 550.96%1.25%1.46%Q4 2018Q4 20195
FineMark National Bank & Trust 550.01%0.01%0.01%Q1 2021Q1 20225
HARVEST GROUP WEALTH MANAGEMENT, LLC 557.84%8.26%8.54%Q1 2022Q1 20235
Cavalier Investments, LLC 410.97%1.34%1.75%Q2 2021Q3 20225
Foundations Investment Advisors, LLC 310.01%0.06%0.10%Q2 2018Q3 20235
Allspring Global Investments Holdings, LLC 550.02%0.02%0.02%Q4 2021Q4 20225
Old Port Advisors 550.08%0.09%0.10%Q3 2021Q3 20225
Delek Group, Ltd. 550.01%0.04%0.08%Q1 2018Q1 20195
HARBOR INVESTMENT ADVISORY, LLC 410.00%0.07%0.17%Q4 2019Q1 20225
Corient Capital Partners, LLC 550.04%0.07%0.16%Q4 2018Q4 20195
Element Wealth, LLC 550.06%0.06%0.07%Q1 2021Q1 20225
CCG WEALTH MANAGEMENT, LLC 310.11%0.12%0.16%Q2 2021Q4 20225
BCGM Wealth Management, LLC 550.21%0.30%0.35%Q3 2022Q3 20235
Harrison & Co Wealth Management, LLC 550.43%0.46%0.53%Q4 2021Q4 20225
Ayalon Insurance Comp Ltd. 550.00%0.20%0.95%Q4 2019Q4 20205
REDW Wealth LLC 550.28%0.31%0.36%Q3 2022Q3 20235
MANCHESTER FINANCIAL INC 550.00%0.00%0.00%Q1 2020Q1 20215
BDO Wealth Advisors, LLC 410.00%0.01%0.02%Q4 2019Q2 20235
SPRING CAPITAL MANAGEMENT, LLC 550.61%0.67%0.71%Q3 2022Q3 20235
Chicago Wealth Management, Inc. 320.14%0.15%0.16%Q4 2021Q3 20235
CORRADO ADVISORS, LLC 550.17%0.32%0.43%Q4 2016Q4 20175
SCS Capital Management LLC 550.05%0.05%0.06%Q3 2022Q3 20235
Carmichael Hill & Associates, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Wall Capital Group, Inc. 210.07%0.64%1.57%Q1 2022Q3 20235
Truvestments Capital LLC 410.16%0.19%0.24%Q3 2018Q4 20195
Retirement Planning Co of New England, Inc. 410.05%0.12%0.14%Q4 2021Q3 20235
Bangor Savings Bank 550.00%0.00%0.00%Q3 2022Q3 20235
SCHRODER INVESTMENT MANAGEMENT GROUP 550.00%0.00%0.00%Q3 2013Q3 20145
626 Financial, LLC 550.45%0.49%0.56%Q3 2022Q3 20235
Symphony Financial, Ltd. Co. 551.49%1.79%2.10%Q3 2022Q3 20235
Apeiron RIA LLC 320.07%0.10%0.14%Q4 2021Q1 20235
Stonehearth Capital Management, LLC 550.35%0.35%0.36%Q4 2018Q4 20195
LBMC INVESTMENT ADVISORS, LLC 550.06%0.06%0.06%Q3 2022Q3 20235
CVA Family Office, LLC 550.00%0.00%0.01%Q2 2022Q2 20235
Fusion Family Wealth LLC 310.02%0.03%0.03%Q2 2021Q2 20235
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Carnick & Kubik, LLC 550.39%0.63%0.75%Q1 2015Q1 20165
Bensler, LLC 550.04%0.06%0.07%Q1 2022Q1 20235
Placemark Investments, Inc. 210.01%0.01%0.02%Q2 2013Q4 20145
Phoenix Holdings Ltd. 320.02%0.12%0.39%Q4 2019Q3 20215
Prostatis Group LLC 310.01%0.14%0.25%Q4 2019Q2 20235
FIRST MANHATTAN CO. LLC. 310.00%0.00%0.00%Q2 2020Q1 20225
Aveo Capital Partners, LLC 210.03%0.24%0.88%Q1 2018Q1 20235
Journey Advisory Group, LLC 550.06%0.10%0.14%Q4 2020Q4 20215
MRA Advisory Group 550.53%0.65%0.74%Q1 2022Q1 20235
Diversified Portfolios, Inc. 440.17%0.18%0.18%Q4 2022Q3 20234
VISTA INVESTMENT MANAGEMENT 310.12%0.12%0.12%Q1 2022Q2 20234
Summit Investment Advisory Services, LLC 440.37%0.46%0.53%Q4 2022Q3 20234
Breakwater Capital Group 441.21%1.63%2.17%Q4 2022Q3 20234
Northeast Financial Consultants Inc 440.06%0.11%0.16%Q4 2022Q3 20234
Bridgewealth Advisory Group, LLC 440.52%0.77%1.30%Q4 2022Q3 20234
JD Financial Services Inc. 440.22%0.62%1.21%Q4 2020Q3 20214
9258 Wealth Management, LLC 440.15%0.17%0.18%Q4 2022Q3 20234
VANCE WEALTH, INC. 440.74%1.08%1.38%Q4 2022Q3 20234
Walkner Condon Financial Advisors LLC 220.06%0.07%0.08%Q1 2022Q1 20234
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 310.03%0.18%0.55%Q4 2021Q4 20224
Crescent Sterling, Ltd. 440.43%0.47%0.50%Q4 2022Q3 20234
Alliance Wealth Advisors, LLC /UT 440.31%0.32%0.34%Q4 2022Q3 20234
Iowa State Bank 440.07%0.08%0.08%Q4 2022Q3 20234
Great Lakes Retirement, Inc. 442.30%2.62%3.29%Q4 2022Q3 20234
HF Advisory Group, LLC 440.37%0.41%0.44%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Millington Financial Advisors, LLC 448.09%8.24%8.34%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 446.83%7.15%7.55%Q4 2022Q3 20234
Stonebridge Capital Advisors LLC 210.00%0.00%0.00%Q1 2021Q2 20234
Goldstein Advisors, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
TRUST CO OF VERMONT 310.00%0.00%0.01%Q1 2021Q3 20234
Farther Finance Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Everhart Financial Group, Inc. 440.09%0.10%0.13%Q4 2022Q3 20234
Corient Private Wealth LLC 440.07%0.08%0.10%Q4 2022Q3 20234
Onyx Bridge Wealth Group LLC 440.52%0.72%0.90%Q4 2022Q3 20234
SeaCrest Wealth Management, LLC 310.00%0.00%0.01%Q3 2018Q2 20224
HENGEHOLD CAPITAL MANAGEMENT LLC 440.10%0.11%0.11%Q4 2022Q3 20234
OVERSEA-CHINESE BANKING Corp Ltd 440.10%0.14%0.20%Q4 2022Q3 20234
OLD MISSION CAPITAL LLC 110.01%0.08%0.22%Q4 2018Q2 20224
STEVENS CAPITAL PARTNERS 447.60%8.55%9.01%Q4 2022Q3 20234
H. L. Ormond & Company, LLC 441.22%1.43%1.66%Q4 2021Q3 20224
WealthTrust Fairport, LLC 440.01%0.16%0.28%Q2 2018Q1 20194
Twelve Points Wealth Management LLC 440.21%0.31%0.39%Q4 2022Q3 20234
LIBERTY WEALTH MANAGEMENT LLC 440.00%0.01%0.03%Q4 2020Q3 20214
Mission Creek Capital Partners, Inc. 440.09%0.09%0.09%Q4 2022Q3 20234
Interchange Capital Partners, LLC 440.12%0.17%0.21%Q4 2022Q3 20234
JDM Financial Group LLC 443.36%3.43%3.54%Q4 2022Q3 20234
Shone Asset Management LLC 446.01%6.14%6.28%Q1 2020Q4 20204
Advisor Resource Council 310.09%1.18%1.97%Q2 2021Q2 20224
River Street Advisors LLC 441.22%1.32%1.38%Q4 2022Q3 20234
Bogart Wealth, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Vertex Planning Partners, LLC 440.58%0.72%1.10%Q4 2022Q3 20234
FDx Advisors, Inc. 440.01%0.01%0.02%Q4 2022Q3 20234
Summit Trail Advisors, LLC 210.00%0.02%0.05%Q4 2017Q3 20234
SRS Capital Advisors, Inc. 220.00%0.01%0.01%Q3 2019Q3 20234
Register Financial Advisors LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Apella Capital, LLC 310.01%0.06%0.08%Q4 2022Q4 20234
DONALDSON CAPITAL MANAGEMENT, LLC 210.01%0.02%0.02%Q1 2021Q3 20234
CNB Bank 310.00%0.00%0.01%Q2 2019Q4 20214
Colonial Trust Co / SC 440.02%0.03%0.03%Q4 2022Q3 20234
AIFG Consultants Ltd. 440.51%0.59%0.64%Q4 2022Q3 20234
Tilson Financial Group, Inc. 440.53%1.09%1.46%Q4 2022Q3 20234
Ironwood Financial, llc 440.10%0.11%0.11%Q4 2022Q3 20234
COOK WEALTH MANAGEMENT GROUP LLC 440.24%0.24%0.25%Q4 2021Q3 20224
FIRST TRUST ADVISORS LP 310.00%0.00%0.01%Q2 2021Q3 20224
TWIN FOCUS CAPITAL PARTNERS, LLC 440.12%0.21%0.34%Q4 2022Q3 20234
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 440.00%0.00%0.00%Q1 2022Q4 20224
First Ascent Asset Management, LLC 440.46%0.58%0.67%Q4 2022Q3 20234
Phoenix Wealth Advisors 440.51%0.69%0.90%Q4 2022Q3 20234
TWIN CAPITAL MANAGEMENT INC 440.04%0.05%0.06%Q4 2022Q3 20234
RETIREMENT FINANCIAL SOLUTIONS, LLC 446.65%7.06%7.69%Q4 2022Q3 20234
SFG Wealth Management, LLC. 310.17%0.58%1.74%Q4 2021Q3 20234
HANCOCK WHITNEY CORP 440.01%0.01%0.02%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
EDMOND DE ROTHSCHILD (SUISSE) S.A. 440.03%0.03%0.04%Q2 2015Q1 20164
Gateway Wealth Partners, LLC 440.25%0.47%0.66%Q4 2022Q3 20234
AMERICAN NATIONAL BANK 440.00%0.00%0.00%Q4 2022Q3 20234
BKS ADVISORS, LLC 440.11%0.18%0.24%Q2 2018Q1 20194
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.04%0.10%0.20%Q4 2022Q3 20234
Sharper & Granite LLC 440.20%0.22%0.25%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.31%0.42%0.64%Q4 2022Q3 20234
Elevated Capital Advisors, LLC 440.11%0.14%0.16%Q4 2022Q3 20234
Garrett Wealth Advisory Group, LLC 310.01%0.12%0.28%Q3 2019Q1 20224
Richard W. Paul & Associates, LLC 440.11%0.19%0.23%Q4 2022Q3 20234
Tranquility Partners, LLC 440.10%0.11%0.12%Q4 2022Q3 20234
Voya Financial Advisors, Inc. 210.05%0.14%0.21%Q3 2019Q4 20224
Wallace Advisory Group, LLC 440.36%0.36%0.37%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.02%0.05%0.10%Q4 2022Q3 20234
EDMOND DE ROTHSCHILD HOLDING S.A. 440.00%0.00%0.00%Q2 2015Q1 20164
Sterling Investment Counsel, LLC 330.19%0.19%0.20%Q1 2023Q3 20233
PATHSTONE FAMILY OFFICE, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BARCLAYS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
CHOREO, LLC 330.02%0.02%0.02%Q4 2021Q2 20223
Global Financial Private Capital, Inc 110.01%0.06%0.13%Q1 2017Q1 20193
Ruedi Wealth Management, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
HOLLENCREST CAPITAL MANAGEMENT 330.00%0.00%0.00%Q1 2023Q3 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.00%0.09%0.16%Q1 2023Q3 20233
BUCKINGHAM STRATEGIC PARTNERS, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Private Ocean, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Apollon Wealth Management, LLC 330.01%0.08%0.13%Q1 2023Q3 20233
Cassady Schiller Wealth Management, LLC 110.02%0.03%0.04%Q4 2021Q3 20233
Hills Bank & Trust Co 330.02%0.18%0.46%Q1 2023Q3 20233
FIRST HORIZON CORP 330.01%0.01%0.01%Q3 2020Q1 20213
MARSHALL WACE, LLP 330.00%0.01%0.01%Q1 2023Q3 20233
Disciplined Investments, LLC 330.02%0.02%0.02%Q4 2021Q2 20223
Performa Ltd (US), LLC 331.82%2.79%3.69%Q1 2020Q3 20203
OPPENHEIMER & CO INC 210.01%0.07%0.12%Q1 2022Q4 20223
TORONTO DOMINION BANK 330.00%0.00%0.00%Q3 2021Q1 20223
American Trust 330.11%0.11%0.11%Q4 2022Q2 20233
TCG Advisory Services, LLC 330.03%0.04%0.04%Q1 2023Q3 20233
HM PAYSON & CO 330.15%0.17%0.18%Q1 2023Q3 20233
KEYBANK NATIONAL ASSOCIATION/OH 210.00%0.00%0.00%Q4 2022Q3 20233
EisnerAmper Wealth Management Corporate Benefits, LLC 210.39%0.60%0.94%Q1 2022Q1 20233
Glass Jacobson Investment Advisors llc 210.18%0.21%0.25%Q4 2022Q3 20233
Horan Securities, Inc. 330.03%0.06%0.08%Q4 2022Q2 20233
NEW ENGLAND SECURITIES CORP /MA/ 330.01%0.01%0.01%Q1 2014Q3 20143
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Optiver Holding B.V. 210.00%0.00%0.00%Q2 2021Q1 20223
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.01%0.03%0.07%Q4 2017Q2 20183
KINGS POINT CAPITAL MANAGEMENT 210.00%0.00%0.01%Q4 2020Q1 20223
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
Levy Wealth Management Group, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.21%0.22%0.22%Q1 2023Q3 20233
Hobart Private Capital, LLC 330.12%0.15%0.20%Q4 2022Q2 20233
Lion Street Advisors, LLC 110.10%0.99%2.77%Q4 2019Q3 20233
Bellwether Advisors, LLC 210.00%0.00%0.00%Q4 2020Q4 20213
Econ Financial Services Corp 333.18%3.58%3.87%Q4 2021Q2 20223
Fortis Group Advisors, LLC 330.12%0.13%0.13%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.08%0.12%0.18%Q1 2023Q3 20233
First Command Advisory Services, Inc. 210.00%0.21%0.35%Q2 2022Q3 20233
Verity Asset Management, Inc. 210.27%0.28%0.29%Q1 2014Q4 20143
Zurich Insurance Group Ltd/FI 330.04%0.04%0.04%Q3 2022Q1 20233
Independence Bank of Kentucky 330.04%0.04%0.04%Q3 2019Q1 20203
Golden State Wealth Management, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
BRR OpCo, LLC 330.03%0.04%0.06%Q1 2022Q3 20223
TOTH FINANCIAL ADVISORY CORP 330.00%0.00%0.00%Q1 2023Q3 20233
Neuberger Berman Group LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Lansing Street Advisors 330.71%0.76%0.87%Q4 2022Q2 20233
SWMG, LLC 330.22%0.25%0.27%Q4 2022Q2 20233
CIBC WORLD MARKET INC. 210.00%0.00%0.00%Q2 2022Q3 20233
Eukles Asset Management 330.00%0.00%0.00%Q2 2019Q4 20193
Headlands Technologies LLC 330.00%0.02%0.03%Q4 2022Q2 20233
GM Advisory Group, LLC 330.04%0.05%0.07%Q1 2023Q3 20233
Crown Wealth Group, LLC 210.20%0.36%0.64%Q1 2022Q4 20223
Clearshares LLC 331.48%1.49%1.51%Q2 2021Q4 20213
DROMS STRAUSS ADVISORS INC /MO/ /ADV 330.09%0.09%0.09%Q1 2023Q3 20233
Michael S. Ryan, Inc. 3313.92%14.17%14.58%Q2 2023Q4 20233
Lifeworks Advisors, LLC 330.53%0.58%0.64%Q1 2023Q3 20233
Windsor Advisory Group, LLC 330.17%0.20%0.23%Q1 2023Q3 20233
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
GREENWOOD CAPITAL ASSOCIATES LLC 330.06%0.09%0.11%Q4 2019Q2 20203
Shepherd Financial Partners LLC 330.09%0.10%0.10%Q2 2018Q4 20183
Curi Wealth Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Bartlett & Co. LLC 110.00%0.00%0.00%Q3 2021Q4 20233
Destiny Capital Corp/CO 339.16%9.34%9.68%Q4 2022Q2 20233
FURE FINANCIAL CORP 333.46%3.92%4.34%Q1 2022Q3 20223
BESSEMER GROUP INC 110.00%0.00%0.01%Q1 2017Q4 20213
Financial Gravity Companies, Inc. 210.01%0.02%0.03%Q4 2017Q4 20183
DCM Advisors, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
SALEM INVESTMENT COUNSELORS INC 330.00%0.00%0.00%Q4 2022Q2 20233
First City Capital Management, Inc. 330.01%0.01%0.01%Q3 2015Q1 20163
WealthPlan Investment Management, LLC 210.04%0.06%0.07%Q1 2022Q4 20223
AlphaCore Capital LLC 330.01%0.03%0.05%Q4 2022Q2 20233
Freestate Advisors LLC 3318.34%20.06%20.94%Q1 2021Q3 20213
BIP Wealth, LLC 332.83%2.90%2.97%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.32%0.42%0.64%Q1 2023Q3 20233
Zhang Financial LLC 110.07%0.08%0.09%Q4 2019Q3 20222
COUNTRY TRUST BANK 220.00%0.00%0.00%Q2 2021Q3 20212
Intrua Financial, LLC 220.45%0.48%0.51%Q4 2022Q1 20232
Northwest Capital Management Inc 220.08%0.08%0.08%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Haverford Trust Co 220.03%0.03%0.04%Q3 2019Q4 20192
Charter Oak Capital Management, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
First Command Bank 110.00%0.01%0.01%Q1 2022Q2 20232
Holloway Wealth Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
SEVEN MILE ADVISORY 221.21%1.31%1.41%Q2 2023Q3 20232
CMC Financial Group 220.25%0.56%0.88%Q4 2019Q1 20202
Julex Capital Management, LLC 110.01%0.02%0.02%Q4 2018Q3 20192
CreativeOne Wealth, LLC 110.02%0.05%0.08%Q1 2022Q4 20222
Fiduciary Alliance LLC 110.02%0.03%0.04%Q4 2022Q2 20232
Sandy Spring Bank 110.00%0.00%0.01%Q3 2022Q2 20232
Farmers & Merchants Trust Co of Chambersburg PA 220.05%0.12%0.18%Q2 2023Q3 20232
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Marion Wealth Management 220.07%0.07%0.08%Q2 2023Q3 20232
TEXAS PERMANENT SCHOOL FUND CORP 220.04%0.04%0.04%Q2 2023Q3 20232
Per Stirling Capital Management, LLC. 220.55%0.58%0.62%Q2 2023Q3 20232
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
GRAND WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Coppell Advisory Solutions Corp. 220.08%0.12%0.15%Q4 2022Q1 20232
MBL Wealth, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Biltmore Capital Advisors LLC 110.06%0.15%0.24%Q1 2021Q4 20212
Western Pacific Wealth Management, LP 220.00%0.01%0.02%Q3 2022Q4 20222
Impact Partnership Wealth, LLC 220.01%0.03%0.06%Q2 2023Q3 20232
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 220.02%0.02%0.02%Q2 2023Q3 20232
Chevy Chase Trust Holdings, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Retirement Planning Group, LLC 220.03%0.04%0.05%Q2 2023Q3 20232
Sandy Cove Advisors, LLC 220.30%0.31%0.31%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.17%0.19%0.21%Q4 2021Q1 20222
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
WOODMONT INVESTMENT COUNSEL LLC 220.07%0.08%0.08%Q1 2020Q2 20202
BALASA DINVERNO & FOLTZ LLC 220.34%0.37%0.39%Q2 2022Q3 20222
Wealthspire Advisors, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Wealth Quarterback LLC 220.00%0.01%0.02%Q4 2019Q1 20202
Surevest, LLC 220.14%0.14%0.15%Q4 2019Q1 20202
Portside Wealth Group, LLC 220.79%0.79%0.80%Q2 2023Q3 20232
Thrive Wealth Management, LLC 220.14%0.15%0.15%Q1 2022Q2 20222
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.17%0.24%0.31%Q2 2023Q3 20232
Stewardship Advisors, LLC 220.36%0.53%0.69%Q4 2019Q1 20202
Luken Investment Analytics, LLC 220.02%0.03%0.04%Q4 2022Q1 20232
Altman Advisors, Inc. 110.00%0.25%0.51%Q1 2023Q3 20232
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
New Republic Capital, LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Private Portfolio Partners LLC 220.36%0.36%0.37%Q3 2022Q4 20222
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q2 2023Q3 20232
Global Strategic Investment Solutions, LLC 220.27%0.27%0.28%Q3 2019Q4 20192
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
PFG Investments, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
OPPENHEIMER ASSET MANAGEMENT INC. 110.00%0.00%0.01%Q1 2020Q3 20232
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.00%Q4 2022Q1 20232
NATIONAL PLANNING CORP 220.03%0.05%0.06%Q2 2017Q3 20172
Fisher Asset Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
StoneX Group Inc. 220.03%0.04%0.04%Q1 2021Q2 20212
DGS Capital Management, LLC 220.14%0.15%0.16%Q4 2022Q1 20232
WorthPointe, LLC 220.27%0.34%0.42%Q4 2021Q1 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Sunbelt Securities, Inc. 220.00%0.00%0.01%Q2 2023Q3 20232
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Friedenthal Financial 220.62%0.64%0.65%Q2 2023Q3 20232
HBW ADVISORY SERVICES LLC 220.06%0.07%0.07%Q2 2023Q3 20232
Banco BTG Pactual S.A. 110.14%0.36%0.57%Q4 2022Q3 20232
NORTHEAST INVESTMENT MANAGEMENT 220.02%0.02%0.02%Q2 2023Q3 20232
Prism Advisors, Inc. 110.66%3.21%5.76%Q4 2017Q3 20232
FIL Ltd 220.01%0.01%0.01%Q1 2021Q2 20212
Activest Wealth Management 110.00%0.01%0.01%Q4 2022Q3 20232
Jordan Park Group LLC 220.02%0.04%0.06%Q1 2020Q2 20202
Claraphi Advisory Network, LLC 220.06%0.08%0.10%Q1 2022Q2 20222
Waverly Advisors, LLC 220.18%0.19%0.20%Q2 2023Q3 20232
Pinnacle Wealth Management Group, Inc. 220.18%0.20%0.22%Q2 2021Q3 20212
W.G. Shaheen & Associates DBA Whitney & Co 220.00%0.00%0.00%Q2 2018Q3 20182
Cynosure Group, LLC 222.40%2.45%2.50%Q2 2023Q3 20232
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q4 2022Q3 20232
Accurate Wealth Management, LLC 110.04%0.06%0.08%Q4 2022Q3 20232
ADIRONDACK TRUST CO 220.01%0.01%0.01%Q4 2020Q1 20212
SteelPeak Wealth, LLC 110.23%0.76%1.28%Q4 2022Q3 20232
Stevard, LLC 222.38%2.75%3.12%Q4 2019Q1 20202
Financial Planners of Cleveland, Inc. 220.12%0.14%0.17%Q4 2021Q1 20222
Covenant Multifamily Offices, LLC 220.09%0.09%0.09%Q2 2021Q3 20212
Beacon Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Waterloo Capital, L.P. 110.06%0.07%0.08%Q1 2023Q3 20232
Independent Advisor Alliance 220.05%0.05%0.05%Q4 2019Q1 20202
Hoover Financial Advisors, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
Parsec Financial Management, Inc. 220.01%0.01%0.01%Q4 2022Q1 20232
Belmont Capital, LLC 220.04%0.04%0.05%Q4 2019Q1 20202
CALTON & ASSOCIATES, INC. 110.00%0.27%0.54%Q4 2017Q3 20232
FIRST FOUNDATION ADVISORS 110.06%0.06%0.07%Q4 2017Q4 20182
THOMPSON DAVIS & CO., INC. 220.21%0.24%0.27%Q4 2021Q1 20222
Laurel Wealth Planning LLC 223.72%4.00%4.27%Q2 2023Q3 20232
Catalyst Wealth Management, LLC 220.68%0.69%0.70%Q4 2022Q1 20232
BROWN ADVISORY INC 220.00%0.00%0.00%Q2 2023Q3 20232
SigFig Wealth Management, LLC 110.04%0.07%0.11%Q1 2021Q4 20222
OneAscent Financial Services LLC 220.80%0.87%0.95%Q2 2022Q3 20222
3EDGE Asset Management, LP 220.14%2.94%5.73%Q1 2022Q2 20222
WASHINGTON TRUST Co 220.00%0.00%0.00%Q2 2023Q3 20232
Paradigm, Strategies in Wealth Management, LLC 220.14%0.14%0.15%Q1 2021Q2 20212
HCR Wealth Advisors 220.00%0.00%0.00%Q4 2019Q1 20202
Spotlight Asset Group, Inc. 220.04%0.04%0.05%Q2 2023Q3 20232
Empower Advisory Group, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
PROFESSIONAL PLANNING 110.12%0.13%0.14%Q2 2020Q4 20202
Allegis Investment Advisors, LLC 225.22%5.74%6.26%Q4 2017Q1 20182
ATWOOD & PALMER INC 220.01%0.01%0.02%Q2 2023Q3 20232
First Command Financial Services, Inc. 110.00%0.01%0.01%Q1 2022Q2 20232
Glovista Investments LLC 220.06%0.07%0.07%Q1 2021Q2 20212
FINANCIAL COUNSELORS INC 220.01%0.01%0.01%Q3 2022Q4 20222
CARDIFF PARK ADVISORS, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Clarity Financial LLC 220.22%0.31%0.40%Q1 2022Q2 20222
Vawter Financial, Ltd. 220.31%0.31%0.32%Q2 2023Q3 20232
Geller Advisors LLC 220.06%0.07%0.07%Q2 2023Q3 20232
Slocum, Gordon & Co LLP 220.00%0.00%0.00%Q4 2022Q1 20232
Leelyn Smith, LLC 110.01%0.04%0.08%Q4 2019Q4 20212
Strategic Asset Management, LLC 220.04%0.05%0.05%Q3 2021Q4 20212
QCM Cayman, Ltd. 220.99%1.21%1.42%Q1 2021Q2 20212
GREAT WEST LIFE ASSURANCE CO /CAN/ 220.00%0.00%0.00%Q1 2015Q2 20152
Auour Investments LLC 222.34%2.39%2.43%Q2 2023Q3 20232
BALYASNY ASSET MANAGEMENT L.P. 110.02%0.03%0.04%Q3 2018Q3 20212
Bernardo Wealth Planning LLC 220.15%0.22%0.29%Q3 2019Q4 20192
KESTRA PRIVATE WEALTH SERVICES, LLC 220.04%0.09%0.14%Q2 2023Q3 20232
Consolidated Portfolio Review Corp 220.05%0.06%0.06%Q1 2023Q2 20232
Fortune 45 LLC 2210.58%13.06%15.53%Q2 2023Q3 20232
WIN ADVISORS, INC 110.01%1.01%2.01%Q1 2022Q3 20232
IEQ CAPITAL, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
VisionPoint Advisory Group, LLC 220.00%0.10%0.19%Q2 2023Q3 20232
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.01%Q1 2018Q2 20182
Avestar Capital, LLC 220.03%1.24%2.45%Q1 2023Q2 20232
WealthOne, LLC 110.06%0.10%0.14%Q4 2018Q3 20212
Wealthspire Advisors, L.P. 220.01%0.01%0.01%Q4 2018Q1 20192
Vantage Investment Advisors, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
ACIMA PRIVATE WEALTH, LLC 220.02%0.07%0.11%Q3 2019Q4 20192
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
EP Wealth Advisors, LLC 110.00%0.01%0.01%Q2 2022Q1 20232
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
RATIONAL ADVISORS LLC 220.08%0.15%0.22%Q3 2022Q4 20222
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Lowe Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
PIN OAK INVESTMENT ADVISORS INC 220.14%0.14%0.14%Q2 2023Q3 20232
Future Financial Wealth Managment LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Alpha DNA Investment Management LLC 220.14%0.15%0.16%Q4 2020Q1 20212
Stuart Chaussee & Associates, Inc. 110.01%0.42%0.83%Q4 2017Q2 20192
HORIZON BANCORP INC /IN/ 220.01%0.01%0.01%Q2 2023Q3 20232
tru Independence LLC 110.66%0.71%0.76%Q3 2020Q1 20212
Bell Rock Capital LLC 220.00%0.01%0.03%Q3 2019Q4 20192
RFG Advisory, LLC 110.02%0.03%0.04%Q1 2023Q3 20232
Compass Wealth Management LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Reitz Capital Advisors LLC 110.72%0.72%0.72%Q3 2023Q3 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
GTS SECURITIES LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Schechter Investment Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Versant Capital Management, Inc 110.00%0.00%0.00%Q4 2023Q4 20231
Main Street Financial Solutions, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
LOGAN CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2022Q4 20221
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Align Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
ODonnell Financial Services, LLC 110.21%0.21%0.21%Q2 2022Q2 20221
CWA Asset Management Group, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
FSC Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CHURCHILL MANAGEMENT Corp 110.13%0.13%0.13%Q3 2023Q3 20231
Braun-Bostich & Associates Inc. 111.72%1.72%1.72%Q3 2023Q3 20231
Claremont Financial Group, Inc. 110.22%0.22%0.22%Q1 2022Q1 20221
MATHER GROUP, LLC. 110.01%0.01%0.01%Q1 2022Q1 20221
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Clear Creek Financial Management, LLC 110.14%0.14%0.14%Q3 2019Q3 20191
IFS Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TIAA TRUST, NATIONAL ASSOCIATION 110.42%0.42%0.42%Q3 2023Q3 20231
WADE G W & INC 110.01%0.01%0.01%Q3 2023Q3 20231
EVERGREEN CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DEFINED WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LEVEL FOUR FINANCIAL, LLC 110.58%0.58%0.58%Q4 2020Q4 20201
Richwood Investment Advisors, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
CHANNEL WEALTH LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Berkeley Capital Partners, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Vestmark Advisory Solutions, Inc. 110.12%0.12%0.12%Q2 2022Q2 20221
Tidal Investments LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Wechter Feldman Wealth Management, Inc. 113.62%3.62%3.62%Q4 2017Q4 20171
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FSB PREMIER WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Steward Financial Group LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Novak Financial Planning, LLC 111.12%1.12%1.12%Q2 2021Q2 20211
Empowered Funds, LLC 114.24%4.24%4.24%Q1 2022Q1 20221
Parker Investment Management, LLC 115.35%5.35%5.35%Q4 2022Q4 20221
EdgeRock Capital LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Signify Wealth 113.59%3.59%3.59%Q1 2022Q1 20221
Capitol Family Office, Inc. 110.15%0.15%0.15%Q4 2021Q4 20211
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Morton Brown Family Wealth, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Camarda Financial Advisors, LLC 115.54%5.54%5.54%Q2 2022Q2 20221
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q4 2022Q4 20221
Blue Sky Asset Management, LLC 110.79%0.79%0.79%Q4 2019Q4 20191
Adams Chetwood Wealth Management LLC 110.18%0.18%0.18%Q1 2022Q1 20221
FAYEZ SAROFIM & CO 110.00%0.00%0.00%Q2 2023Q2 20231
Greystone Financial Group, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
M&R CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2023Q4 20231
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Virtu Financial LLC 110.15%0.15%0.15%Q4 2019Q4 20191
Washington Trust Advisors, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
SFI Advisors, LLC 110.25%0.25%0.25%Q4 2022Q4 20221
TD Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TrinityPoint Wealth, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Rinkey Investments 110.02%0.02%0.02%Q4 2021Q4 20211
ACUTE INVESTMENT ADVISORY, LLC 111.44%1.44%1.44%Q4 2021Q4 20211
ADE, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
My Personal CFO, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Schwab Charitable Fund 110.05%0.05%0.05%Q3 2022Q3 20221
Y-Intercept (Hong Kong) Ltd 110.16%0.16%0.16%Q4 2021Q4 20211
SMITH CAPITAL MANAGEMENT INC /AR/ADV 110.14%0.14%0.14%Q4 2019Q4 20191
Belvedere Trading LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
Davidson Capital Management Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Wealth Management Solutions, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
American Financial Network Advisory Services LLC 113.28%3.28%3.28%Q3 2019Q3 20191
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
NovaPoint Capital, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Synergy Asset Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Acorn Wealth Advisors, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
GoalVest Advisory LLC 110.01%0.01%0.01%Q3 2022Q3 20221
AJ WEALTH STRATEGIES, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
YorkBridge Wealth Partners, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Team Financial Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
FIRST FINANCIAL CORP /IN/ 110.15%0.15%0.15%Q3 2023Q3 20231
Destination Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Pinnacle Advisory Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
LexAurum Advisors, LLC 111.57%1.57%1.57%Q2 2019Q2 20191
OKABENA INVESTMENT SERVICES INC 110.00%0.00%0.00%Q4 2022Q4 20221
Empirical Asset Management, LLC 110.53%0.53%0.53%Q3 2023Q3 20231
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
EXCALIBUR MANAGEMENT CORP 110.08%0.08%0.08%Q4 2021Q4 20211
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 110.46%0.46%0.46%Q1 2016Q1 20161
UMB Bank, n.a. 110.00%0.00%0.00%Q2 2023Q2 20231
TODD ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q1 2020Q1 20201
F3Logic, LLC 110.53%0.53%0.53%Q1 2018Q1 20181
Praetorian Wealth Management, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
Alpha Cubed Investments, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Cambria Investment Management, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
Paradigm Financial Partners, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.14%0.14%0.14%Q2 2020Q2 20201
Cascadia Advisory Services, LLC 111.98%1.98%1.98%Q4 2019Q4 20191
Charles Schwab Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HBK Sorce Advisory LLC 110.01%0.01%0.01%Q4 2022Q4 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
WealthBridge Capital Management, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
RMR Wealth Builders 110.01%0.01%0.01%Q1 2021Q1 20211
XPONANCE, INC. 110.01%0.01%0.01%Q4 2022Q4 20221
Karp Capital Management Corp 110.03%0.03%0.03%Q2 2021Q2 20211
Ignite Planners, LLC 110.96%0.96%0.96%Q3 2023Q3 20231
Arlington Financial Advisors, LLC 110.15%0.15%0.15%Q4 2018Q4 20181
Moran Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Selective Wealth Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
BerganKDV Wealth Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.04%0.04%0.04%Q1 2022Q1 20221
Commonwealth Financial Services, LLC 110.36%0.36%0.36%Q3 2023Q3 20231
Byrne Asset Management LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Context Capital Management, LLC 110.69%0.69%0.69%Q4 2018Q4 20181
HC Advisors, LLC 110.88%0.88%0.88%Q1 2020Q1 20201
Nemes Rush Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Financial Enhancement Group LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Virtu KCG Holdings LLC 110.00%0.00%0.00%Q2 2014Q2 20141
GREENUP STREET WEALTH MANAGEMENT LLC 111.64%1.64%1.64%Q4 2022Q4 20221
New England Investment & Retirement Group, Inc. 113.28%3.28%3.28%Q4 2019Q4 20191
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2021Q3 20211
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
Investors Capital Advisory Services 110.05%0.05%0.05%Q1 2015Q1 20151
Continuum Advisory, LLC 110.19%0.19%0.19%Q4 2022Q4 20221
HNP Capital LLC 110.11%0.11%0.11%Q1 2020Q1 20201
Weatherstone Capital Management 110.21%0.21%0.21%Q4 2018Q4 20181
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Sterling Investment Advisors, Ltd. 110.00%0.00%0.00%Q4 2019Q4 20191
Truadvice, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
ExodusPoint Capital Management, LP 110.12%0.12%0.12%Q2 2020Q2 20201
CITIZENS & NORTHERN CORP 112.32%2.32%2.32%Q2 2020Q2 20201
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
TECTONIC ADVISORS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Strategic Advisors LLC 110.09%0.09%0.09%Q1 2020Q1 20201
STABLEFORD CAPITAL II LLC 110.50%0.50%0.50%Q1 2023Q1 20231
Triton Wealth Management, PLLC 110.42%0.42%0.42%Q1 2020Q1 20201
Golden State Equity Partners 110.06%0.06%0.06%Q2 2023Q2 20231
Torch Wealth Management LLC 110.12%0.12%0.12%Q4 2019Q4 20191
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
LODESTAR INVESTMENT COUNSEL LLC/IL 110.08%0.08%0.08%Q2 2018Q2 20181
HOEY INVESTMENTS, INC 110.01%0.01%0.01%Q3 2022Q3 20221
DESTINY CAPITAL SECURITIES CORPORATION 119.72%9.72%9.72%Q3 2023Q3 20231
COHEN & STEERS, INC. 110.01%0.01%0.01%Q4 2019Q4 20191
Wealth Enhancement & Preservation of GA, LLC 110.24%0.24%0.24%Q2 2023Q2 20231
Farmer Steven Patrick 110.33%0.33%0.33%Q2 2022Q2 20221
Indiana Trust & Investment Management CO 110.07%0.07%0.07%Q3 2023Q3 20231
Callan Capital, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
KARLINSKI ANDREW C 110.04%0.04%0.04%Q3 2022Q3 20221
Covington Capital Management 110.00%0.00%0.00%Q2 2020Q2 20201
TFB Advisors LLC 110.25%0.25%0.25%Q4 2022Q4 20221
Cornerstone Planning Group LLC 110.06%0.06%0.06%Q4 2022Q4 20221
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
NORTHWEST WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q1 2019Q1 20191
COHEN LAWRENCE B 111.48%1.48%1.48%Q4 2022Q4 20221
Ascent Group, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Institute for Wealth Management, LLC. 110.03%0.03%0.03%Q4 2019Q4 20191
Stiles Financial Services Inc 110.11%0.11%0.11%Q3 2023Q3 20231
Arbor Investment Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.01%0.01%0.01%Q3 2023Q3 20231
Wealth Advisory Solutions, LLC 110.38%0.38%0.38%Q2 2022Q2 20221
Verdad Advisers, LP 114.62%4.62%4.62%Q1 2022Q1 20221
CXI Advisors 110.16%0.16%0.16%Q4 2019Q4 20191
External links

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