SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.02%Q1 2012Q3 202346
MORGAN STANLEY 42420.00%0.00%0.02%Q2 2013Q3 202342
STATE STREET CORP 42420.01%0.03%0.05%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.05%0.11%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.09%0.37%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 4010.00%0.00%0.02%Q2 2013Q3 202341
ASSETMARK, INC 41410.10%0.81%1.73%Q3 2013Q3 202341
Beacon Capital Management, Inc. 3090.00%0.07%0.50%Q4 2013Q3 202339
ENVESTNET ASSET MANAGEMENT INC 38380.00%0.06%0.13%Q2 2014Q3 202338
UBS Group AG 36360.00%0.01%0.01%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 3050.00%0.00%0.01%Q2 2013Q1 202235
RAYMOND JAMES & ASSOCIATES 2050.00%0.05%0.13%Q2 2013Q3 202334
Waverly Advisors, LLC 34340.30%1.97%3.60%Q2 2015Q3 202334
Creative Planning 2410.00%0.09%0.30%Q2 2013Q3 202334
AMERIPRISE FINANCIAL INC 3110.00%0.01%0.04%Q2 2014Q3 202334
Harel Insurance Investments & Financial Services Ltd. 32320.03%0.10%0.26%Q4 2015Q3 202332
Baker Avenue Asset Management, LP 31310.02%2.92%5.88%Q1 2016Q3 202331
Raymond James Financial Services Advisors, Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
STIFEL FINANCIAL CORP 16150.00%0.00%0.01%Q1 2014Q3 202331
BlackRock Inc. 31310.00%0.00%0.00%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.09%1.16%Q1 2016Q3 202331
PNC FINANCIAL SERVICES GROUP, INC. 1310.00%0.00%0.00%Q1 2015Q3 202330
Freestone Capital Holdings, LLC 2720.00%0.03%0.09%Q3 2015Q3 202329
IFP Advisors, Inc 1710.00%0.11%0.65%Q4 2015Q3 202329
Capital Analysts, LLC 18110.00%0.07%0.71%Q4 2012Q3 202329
IndexIQ Advisors LLC 29290.00%0.20%0.54%Q2 2013Q2 202029
Stadion Money Management, LLC 29290.06%4.59%20.12%Q3 2016Q3 202329
Private Advisor Group, LLC 2110.01%0.37%1.29%Q4 2013Q3 202329
Banco Santander, S.A. 28280.00%0.07%0.23%Q4 2016Q3 202328
Compass Financial Group, Inc. 1250.23%0.93%2.13%Q4 2015Q1 202328
Horan Securities, Inc. 1560.02%1.11%6.91%Q1 2016Q2 202328
JANE STREET GROUP, LLC 1410.00%0.02%0.09%Q1 2014Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.04%0.08%Q2 2013Q4 201927
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2610.00%0.00%0.00%Q2 2016Q3 202327
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2020.00%0.08%0.22%Q2 2016Q3 202327
Aveo Capital Partners, LLC 1410.11%0.46%1.00%Q4 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.09%0.22%Q2 2017Q3 202326
Pure Financial Advisors, LLC 25250.13%10.40%100.00%Q4 2017Q4 202325
CAPTRUST FINANCIAL ADVISORS 25250.00%0.06%0.13%Q3 2017Q3 202325
Citadel Advisors 910.00%0.00%0.04%Q4 2016Q3 202325
HighTower Advisors, LLC 1210.00%0.02%0.18%Q1 2016Q3 202325
Koshinski Asset Management, Inc. 1320.12%0.23%0.46%Q3 2016Q3 202325
GIRARD PARTNERS LTD. 24241.74%3.86%5.13%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
McNamara Financial Services, Inc. 24243.05%8.43%13.67%Q4 2017Q3 202324
Sunbelt Securities, Inc. 24240.02%0.10%0.26%Q4 2017Q3 202324
Focused Wealth Management, Inc 24240.03%3.02%7.12%Q4 2017Q3 202324
Continuum Advisory, LLC 24240.06%1.78%5.50%Q4 2017Q3 202324
RFG Advisory, LLC 24240.34%4.71%9.92%Q4 2017Q3 202324
Pinnacle Wealth Planning Services, Inc. 24241.46%3.20%6.45%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.00%0.88%2.64%Q4 2017Q3 202324
Larson Financial Group LLC 24240.95%3.31%6.76%Q4 2017Q3 202324
Destination Wealth Management 1510.00%0.07%0.25%Q2 2015Q3 202324
Gradient Investments LLC 24240.31%5.10%8.32%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.49%1.06%Q4 2017Q3 202324
Beaumont Financial Partners, LLC 24240.03%0.13%0.46%Q4 2016Q3 202224
LexAurum Advisors, LLC 24240.16%1.95%4.11%Q4 2017Q3 202324
Asset Dedication, LLC 24240.01%0.04%0.10%Q4 2017Q3 202324
Sowell Financial Services LLC 1020.03%0.45%2.15%Q4 2016Q3 202324
StrategIQ Financial Group, LLC 24240.71%2.73%4.87%Q4 2017Q3 202324
BLAIR WILLIAM & CO/IL 24240.00%0.01%0.06%Q4 2017Q3 202324
Darwin Wealth Management, LLC 1940.06%0.87%3.08%Q4 2017Q3 202323
WealthPLAN Partners, LLC 1850.94%1.45%2.22%Q4 2017Q4 202323
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23230.03%0.89%1.47%Q1 2018Q3 202323
Trilogy Capital Inc. 23233.01%6.86%9.47%Q1 2018Q3 202323
Alliance Wealth Management Group 23232.12%3.19%4.24%Q4 2017Q2 202323
Avior Wealth Management, LLC 23230.00%0.06%0.26%Q1 2018Q3 202323
Allworth Financial LP 23230.00%5.17%15.90%Q1 2018Q3 202323
Willow Creek Wealth Management Inc. 23231.93%11.75%29.85%Q1 2018Q3 202323
Boston Standard Wealth Management, LLC 1620.07%8.44%13.78%Q4 2017Q4 202323
AlphaStar Capital Management, LLC 23230.07%2.15%4.12%Q1 2018Q3 202323
CWM, LLC 1580.42%0.87%2.42%Q4 2017Q3 202323
JNBA Financial Advisors 2030.00%0.03%0.07%Q4 2017Q3 202323
SigFig Wealth Management, LLC 23230.87%1.57%5.83%Q1 2018Q3 202323
OLD MISSION CAPITAL LLC 1210.01%0.35%0.91%Q1 2017Q3 202323
Mariner, LLC 23230.00%0.02%0.05%Q1 2018Q3 202323
Towercrest Capital Management 23231.31%2.05%2.75%Q1 2018Q3 202323
Arete Wealth Advisors, LLC 23230.05%0.44%0.91%Q1 2018Q3 202323
E&G Advisors, LP 22220.11%1.93%4.63%Q2 2018Q3 202322
Cornerstone Management, Inc. 22220.03%0.09%0.17%Q4 2017Q1 202322
Cetera Advisors LLC 2110.01%0.04%0.08%Q1 2018Q3 202322
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
OneDigital Investment Advisors LLC 2020.01%0.12%0.36%Q1 2018Q3 202322
Atria Investments, Inc 12100.03%0.11%0.59%Q3 2014Q4 202022
Strategic Wealth Partners, Ltd. 22220.01%0.39%1.25%Q4 2017Q1 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.01%0.33%1.22%Q2 2018Q3 202322
AE Wealth Management LLC 21210.01%0.07%0.15%Q3 2018Q3 202321
APPLETON PARTNERS INC/MA 21210.19%0.47%0.58%Q4 2018Q4 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.06%Q3 2018Q3 202321
BRIGHTON JONES LLC 21210.01%0.07%0.14%Q2 2018Q2 202321
Relative Value Partners Group, LLC 1650.04%0.08%0.14%Q1 2016Q4 202121
Belpointe Asset Management LLC 1720.03%0.14%0.51%Q3 2017Q2 202321
WALLER FINANCIAL PLANNING GROUP, INC 21214.35%7.48%11.52%Q4 2018Q4 202321
Brinker Capital Investments, LLC 21210.02%0.85%2.02%Q4 2017Q4 202221
Freedom Investment Management, Inc. 1290.09%0.68%4.10%Q1 2013Q1 202321
Mutual Advisors, LLC 1310.01%0.27%1.59%Q1 2018Q3 202321
JFS WEALTH ADVISORS, LLC 21210.00%0.01%0.10%Q3 2018Q3 202321
SNS Financial Group, LLC 21210.15%0.20%0.25%Q1 2018Q1 202321
ARGI Investment Services, LLC 21210.08%5.37%6.13%Q4 2017Q4 202221
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.01%Q2 2013Q2 202321
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2010.12%0.19%0.34%Q2 2018Q3 202321
Horizon Investments, LLC 20200.09%0.90%8.84%Q4 2018Q3 202320
ERn Financial, LLC 20200.64%2.36%5.67%Q4 2018Q3 202320
Janney Montgomery Scott LLC 20200.03%0.09%0.15%Q4 2018Q3 202320
Parallel Advisors, LLC 1820.00%0.01%0.03%Q3 2017Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.01%0.01%0.02%Q1 2016Q4 202020
NYL Investors LLC 20200.12%0.85%1.74%Q4 2018Q3 202320
FOUNDERS FINANCIAL SECURITIES LLC 20200.53%0.96%1.31%Q4 2018Q3 202320
MONETA GROUP INVESTMENT ADVISORS LLC 1810.01%0.73%1.16%Q2 2018Q3 202320
Aptus Capital Advisors, LLC 20200.00%0.34%1.83%Q4 2018Q3 202320
OLD SECOND NATIONAL BANK OF AURORA 20200.00%0.01%0.02%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.12%2.47%6.61%Q4 2018Q3 202320
CAHABA WEALTH MANAGEMENT, INC. 20200.22%0.39%0.62%Q4 2018Q3 202320
Carnegie Capital Asset Management, LLC 20200.05%0.12%0.17%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.10%2.34%5.45%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.02%0.14%Q4 2018Q3 202320
Money Design Co.,Ltd. 20200.10%3.23%6.02%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Sound Income Strategies, LLC 1630.00%0.03%0.06%Q2 2018Q3 202319
PFS INVESTMENTS INC. 19190.18%0.52%1.40%Q4 2018Q2 202319
NICOLET ADVISORY SERVICES, LLC 19190.38%2.75%9.18%Q1 2019Q3 202319
FMR LLC 1310.00%0.00%0.00%Q2 2018Q3 202319
Quantitative Advantage, LLC 1630.03%0.60%1.20%Q1 2018Q1 202319
Bay Harbor Wealth Management, LLC 1630.00%1.05%8.38%Q4 2018Q3 202319
VICUS CAPITAL 19190.05%0.24%1.74%Q1 2019Q3 202319
Simplicity Solutions, LLC 19190.02%0.18%0.59%Q4 2018Q2 202319
ALESCO ADVISORS LLC 19190.01%0.06%0.19%Q1 2018Q3 202219
American Portfolios Advisors 1360.00%0.02%0.05%Q4 2017Q3 202219
BNP PARIBAS FINANCIAL MARKETS 1270.00%0.00%0.02%Q1 2018Q3 202319
PARK AVENUE SECURITIES LLC 18180.04%0.23%0.49%Q2 2019Q3 202318
Foundations Investment Advisors, LLC 1710.04%0.06%0.14%Q4 2018Q3 202318
WRAPMANAGER INC 18182.74%4.44%5.79%Q1 2018Q2 202218
Barber Financial Group, Inc. 18180.05%6.79%10.46%Q1 2018Q2 202218
Integrated Wealth Concepts LLC 1440.01%0.04%0.23%Q4 2018Q3 202318
Vestmark Advisory Solutions, Inc. 18180.05%0.17%0.58%Q1 2019Q2 202318
Savant Capital, LLC 18180.09%0.28%0.89%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.01%0.02%Q2 2013Q3 201718
SlateStone Wealth, LLC 18180.05%0.67%1.64%Q2 2019Q3 202318
OPTIMUM INVESTMENT ADVISORS 1610.01%0.01%0.01%Q1 2015Q4 202117
Ancora Advisors LLC 1610.00%0.01%0.01%Q3 2018Q3 202317
Shilanski & Associates, Inc. 1340.17%0.40%0.89%Q2 2019Q3 202317
G&S Capital LLC 1340.33%0.50%1.30%Q4 2017Q3 202317
REILLY FINANCIAL ADVISORS, LLC 17170.06%0.10%0.13%Q4 2017Q4 202117
Windsor Wealth Management, Inc. 17170.04%0.08%0.13%Q3 2019Q3 202317
JT Stratford LLC 17170.36%2.63%6.14%Q3 2019Q3 202317
RATIONAL ADVISORS LLC 1340.00%3.20%10.31%Q1 2018Q4 202217
CreativeOne Wealth, LLC 710.01%0.12%1.26%Q2 2018Q2 202317
Clear Creek Financial Management, LLC 1251.91%4.82%11.42%Q2 2019Q3 202317
Balentine LLC 17170.01%0.01%0.03%Q3 2019Q3 202317
Financial Advocates Investment Management 1610.02%0.55%1.04%Q1 2018Q3 202317
Cornerstone Wealth Management, LLC 1220.01%0.32%0.57%Q2 2018Q3 202317
HBW ADVISORY SERVICES LLC 17170.71%1.00%2.18%Q3 2019Q3 202317
Winch Advisory Services, LLC 17170.05%0.32%0.47%Q3 2019Q3 202317
RITHOLTZ WEALTH MANAGEMENT 17170.22%0.94%4.88%Q1 2018Q1 202217
Stratos Wealth Partners, LTD. 1510.00%0.09%0.25%Q1 2018Q3 202317
RED CEDAR INVESTMENT MANAGEMENT, LLC 1430.09%0.26%0.98%Q3 2018Q2 202317
SENTINEL PENSION ADVISORS INC 16161.62%8.95%18.24%Q4 2019Q3 202316
MANAGED ACCOUNT SERVICES INC 16160.31%0.46%0.72%Q4 2017Q3 202116
Sigma Planning Corp 1410.01%0.03%0.06%Q4 2014Q3 202316
Advocacy Wealth Management Services, LLC 1510.01%0.11%1.15%Q2 2013Q3 202316
LEVEL FOUR ADVISORY SERVICES, LLC 830.02%0.03%0.06%Q3 2018Q2 202316
Tempus Wealth Planning, LLC 16161.35%3.79%9.60%Q4 2019Q3 202316
WEALTHSOURCE PARTNERS, LLC 1150.13%4.34%8.08%Q1 2018Q3 202316
Cetera Investment Advisers 16160.05%0.17%0.51%Q4 2019Q3 202316
Patriot Financial Group Insurance Agency, LLC 16160.01%0.04%0.11%Q3 2018Q2 202216
STRINGER ASSET MANAGEMENT, LLC 16161.54%6.63%13.98%Q4 2018Q3 202216
PAX Financial Group, LLC 16162.44%3.15%4.53%Q4 2019Q3 202316
Concert Wealth Management Inc. 16160.11%0.51%1.47%Q2 2013Q1 201716
TRUEFG, LLC 16168.01%9.14%10.78%Q4 2019Q3 202316
JPMORGAN CHASE & CO 510.00%0.00%0.03%Q2 2013Q3 202316
Cooper Financial Group 16160.11%0.53%1.34%Q4 2019Q3 202316
PFG Private Wealth Management, LLC 16160.16%0.25%0.35%Q4 2019Q3 202316
Astoria Strategic Wealth, Inc. 16164.67%11.84%22.36%Q4 2019Q3 202316
Stewardship Advisors, LLC 16161.42%6.89%15.70%Q4 2019Q3 202316
Moloney Securities Asset Management, LLC 16160.05%0.11%0.32%Q2 2019Q1 202316
Qube Research & Technologies Ltd 16160.00%0.19%0.78%Q4 2019Q3 202316
ZACKS INVESTMENT MANAGEMENT 610.00%0.07%0.36%Q4 2014Q3 202316
RESTON WEALTH MANAGEMENT LLC 16160.58%13.21%20.03%Q4 2019Q3 202316
Renaissance Technologies 410.00%0.00%0.01%Q4 2017Q3 202316
Traverso Chambers Private Wealth Management, LLC 16160.10%0.34%3.15%Q4 2018Q3 202216
Advisory Alpha, LLC 1110.00%2.77%6.57%Q4 2017Q3 202316
CENTAURUS FINANCIAL, INC. 1110.01%0.29%0.82%Q2 2018Q3 202316
Financial Strategies Group, Inc. 16164.84%8.96%15.17%Q4 2019Q3 202316
Brio Consultants, LLC 16160.09%5.28%8.91%Q4 2018Q3 202216
Orion Portfolio Solutions, LLC 15150.00%0.05%0.09%Q1 2020Q3 202315
GeoWealth Management, LLC 15150.37%0.65%1.46%Q1 2020Q3 202315
IHT Wealth Management, LLC 15150.04%0.73%2.18%Q1 2020Q3 202315
US BANCORP \DE\ 1210.00%0.01%0.03%Q4 2017Q3 202315
Advisor Group, Inc. 15150.00%0.04%0.14%Q2 2016Q4 201915
TOBIAS FINANCIAL ADVISORS, INC. 874.71%13.68%27.95%Q4 2019Q3 202315
INTEGRATED CAPITAL MANAGEMENT, INC. 820.50%1.54%3.19%Q4 2018Q3 202315
Wealthquest Corp 1050.21%2.20%4.13%Q4 2018Q3 202215
Lutz Financial Services LLC 15150.08%0.23%0.35%Q4 2018Q2 202215
PRUDENTIAL FINANCIAL INC 15150.00%0.00%0.00%Q1 2020Q3 202315
Wealthcare Advisory Partners LLC 15151.03%1.70%2.39%Q1 2020Q3 202315
TRUIST FINANCIAL CORP 15150.03%0.05%0.07%Q1 2020Q3 202315
FormulaFolio Investments, LLC 15150.07%0.39%1.20%Q4 2017Q2 202115
N.E.W. Advisory Services LLC 1417.12%8.05%9.02%Q4 2019Q3 202315
Trinity Wealth Management, LLC 1237.28%12.76%22.64%Q4 2019Q3 202315
Advisory Services Network, LLC 1410.00%0.03%0.06%Q2 2017Q1 202315
GM Advisory Group, LLC 870.23%3.04%6.11%Q1 2015Q3 202315
RAYMOND JAMES TRUST N.A. 15150.01%0.01%0.01%Q1 2020Q3 202315
Wechter Feldman Wealth Management, Inc. 15150.22%5.12%19.86%Q4 2017Q2 202115
Good Life Advisors, LLC 15153.34%5.56%7.80%Q1 2020Q3 202315
GREAT VALLEY ADVISOR GROUP, INC. 1410.06%0.76%1.77%Q3 2019Q3 202315
Jacobi Capital Management LLC 15150.45%1.05%1.51%Q1 2020Q3 202315
RiverFront Investment Group, LLC 15153.02%6.22%8.97%Q1 2020Q3 202315
SRS Capital Advisors, Inc. 1050.00%0.00%0.00%Q4 2019Q3 202315
Rosenberg Matthew Hamilton 15150.09%0.67%1.84%Q1 2020Q3 202315
Syntal Capital Partners, LLC 1230.07%0.46%0.89%Q2 2019Q2 202315
OSAIC HOLDINGS, INC. 15150.12%0.15%0.20%Q1 2020Q3 202315
First Horizon Advisors, Inc. 610.00%0.00%0.00%Q1 2017Q3 202314
COLTON GROOME FINANCIAL ADVISORS, LLC 14140.11%1.86%3.84%Q1 2020Q2 202314
Walkner Condon Financial Advisors LLC 770.30%0.48%0.83%Q4 2019Q3 202314
VisionPoint Advisory Group, LLC 14140.63%2.81%5.34%Q2 2020Q3 202314
Certified Advisory Corp 540.03%0.24%0.79%Q2 2019Q3 202314
Global Financial Private Capital, Inc 14140.03%0.69%1.86%Q1 2017Q2 202014
KEYBANK NATIONAL ASSOCIATION/OH 14140.01%0.01%0.01%Q4 2012Q1 201614
MERCER GLOBAL ADVISORS INC /ADV 950.00%0.06%0.17%Q1 2019Q3 202314
Peterson Wealth Advisors, LLC 14140.23%0.30%0.38%Q1 2018Q2 202114
Strategic Blueprint, LLC 14140.03%2.72%7.70%Q4 2018Q1 202214
Detalus Advisors, LLC 14140.37%2.43%4.96%Q2 2020Q3 202314
Roundview Capital LLC 14140.05%0.51%0.88%Q1 2019Q2 202214
Ameritas Investment Partners, Inc. 14140.00%0.00%0.00%Q2 2020Q3 202314
Heartwood Wealth Advisors LLC 1042.93%3.62%5.41%Q4 2019Q3 202314
Alexandria Capital, LLC 14140.05%0.88%1.55%Q2 2018Q3 202114
QUADRANT CAPITAL GROUP LLC 14140.01%0.01%0.01%Q1 2020Q2 202314
Rockefeller Capital Management L.P. 13130.00%0.01%0.02%Q3 2020Q3 202313
Ausdal Financial Partners, Inc. 710.03%0.06%0.19%Q4 2015Q2 202313
OARSMAN CAPITAL, INC. 13131.04%1.58%2.74%Q4 2017Q4 202013
MOSELEY INVESTMENT MANAGEMENT INC 13130.12%0.20%0.31%Q1 2019Q1 202213
First PREMIER Bank 13130.02%0.04%0.05%Q4 2018Q4 202113
CGN Advisors LLC 13130.20%0.69%1.29%Q4 2020Q4 202313
Strategic Investment Advisors / MI 810.05%0.20%0.47%Q4 2018Q4 202213
MUFG Americas Holdings Corp 1210.00%0.00%0.00%Q3 2015Q2 202213
Kestra Advisory Services, LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
Global Retirement Partners, LLC 760.00%0.06%0.17%Q2 2020Q3 202313
Founders Financial Alliance, LLC 13130.08%0.14%0.26%Q3 2020Q3 202313
Atlas Private Wealth Advisors 13130.01%0.78%5.45%Q3 2020Q3 202313
Frontier Wealth Management LLC 940.19%3.70%6.93%Q2 2018Q2 202213
Investors Research Corp 13130.01%0.01%0.01%Q3 2020Q3 202313
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1210.01%0.32%0.71%Q2 2018Q4 202113
Western Wealth Management, LLC 850.03%0.08%0.22%Q2 2020Q3 202313
BENJAMIN F. EDWARDS & COMPANY, INC. 13130.00%0.02%0.04%Q1 2020Q1 202313
IFG Advisory, LLC 13130.04%0.63%1.26%Q3 2020Q3 202313
Gerber Kawasaki Wealth & Investment Management 13130.03%0.88%3.23%Q3 2020Q3 202313
Baltimore-Washington Financial Advisors, Inc. 13130.12%0.49%0.84%Q1 2019Q1 202213
Aldebaran Financial Inc. 13130.23%0.64%1.28%Q4 2018Q4 202113
Wiser Wealth Management, Inc 12120.80%1.07%1.54%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12120.03%0.08%0.14%Q4 2020Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12122.29%2.60%3.22%Q4 2020Q3 202312
Orin Green Financial, LLC 12121.06%1.26%1.49%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.07%0.11%0.17%Q4 2020Q3 202312
Syverson Strege & Co 12120.10%0.63%1.16%Q4 2020Q3 202312
Golden State Wealth Management, LLC 930.10%1.96%3.48%Q1 2019Q1 202212
Source Financial Advisors LLC 12120.76%1.09%1.53%Q4 2020Q3 202312
USAdvisors Wealth Management, LLC 12121.55%3.24%3.80%Q4 2020Q3 202312
Beacon Financial Advisory LLC 12120.17%0.74%1.95%Q4 2019Q3 202212
TrueWealth Advisors, LLC 12120.86%4.09%8.67%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.03%0.12%0.35%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 510.02%0.03%0.09%Q4 2019Q3 202312
Capital Asset Advisory Services LLC 1110.02%0.27%0.59%Q4 2019Q4 202212
Weitzel Financial Services, Inc. 12121.81%7.32%18.19%Q4 2020Q3 202312
TWO SIGMA SECURITIES, LLC 510.00%0.02%0.11%Q4 2016Q1 202312
Flagship Private Wealth, LLC 12120.51%1.18%1.76%Q4 2020Q3 202312
PRINCIPAL FINANCIAL GROUP INC 12120.00%0.00%0.00%Q4 2018Q3 202112
Amtrust Financial Services, Inc. 12122.54%4.11%7.27%Q4 2020Q3 202312
Copperwynd Financial, LLC 12120.08%0.44%0.74%Q1 2019Q4 202112
AGF Investments LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
Visionary Wealth Advisors 12120.03%0.05%0.08%Q4 2020Q3 202312
Fullen Financial Group 12122.37%2.77%3.58%Q2 2020Q1 202312
Laurel Wealth Advisors, Inc. 750.11%0.80%1.69%Q4 2019Q4 202212
KWB Wealth 12126.00%7.16%11.22%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Pinnacle Family Advisors, LLC 12120.36%0.59%0.86%Q4 2020Q3 202312
JONES FINANCIAL COMPANIES LLLP 12120.00%0.00%0.01%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12120.19%0.24%0.29%Q4 2020Q3 202312
Valtinson Bruner Financial Planning LLC 1110.66%8.14%14.21%Q3 2019Q3 202312
XPONANCE, INC. 520.56%0.93%2.05%Q1 2014Q2 201712
Equitable Holdings, Inc. 12120.01%0.23%0.44%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.34%0.78%1.10%Q4 2020Q3 202312
Sand Hill Global Advisors, LLC 930.16%0.40%0.59%Q2 2017Q2 202012
HORAN CAPITAL MANAGEMENT 1110.42%1.72%2.84%Q4 2017Q4 202012
MSI Financial Services Inc 1110.00%0.00%0.01%Q2 2013Q4 201612
Better Money Decisions, LLC 11110.49%0.78%1.75%Q1 2021Q3 202311
F3Logic, LLC 11110.01%0.04%0.06%Q2 2020Q4 202211
Crew Capital Management, Ltd. 11110.24%0.37%0.42%Q1 2021Q3 202311
FIFTH THIRD SECURITIES, INC. 650.64%1.13%2.06%Q4 2016Q2 202111
RDA Financial Network 11110.18%0.42%0.66%Q1 2019Q3 202111
LifePlan Financial Group, Inc 11110.11%0.18%0.27%Q1 2018Q3 202011
Hilltop Holdings Inc. 740.04%0.09%0.17%Q1 2019Q2 202211
EDMOND DE ROTHSCHILD HOLDING S.A. 11110.00%0.00%0.00%Q2 2015Q4 201711
Advisor OS, LLC 510.06%0.35%1.04%Q2 2020Q3 202311
Prospera Financial Services Inc 11110.01%0.06%0.22%Q3 2019Q1 202211
Global Strategic Investment Solutions, LLC 1010.01%0.05%0.09%Q4 2019Q3 202311
Cordasco Financial Network 11110.05%0.11%0.20%Q4 2018Q2 202111
NewSquare Capital LLC 1010.00%0.67%4.46%Q1 2020Q3 202311
SEI INVESTMENTS CO 920.00%0.00%0.00%Q4 2014Q2 201811
Bank of New York Mellon Corp 610.00%0.00%0.01%Q3 2015Q3 202311
BOSTON ADVISORS LLC 11110.01%0.04%0.08%Q1 2017Q3 201911
Hudock, Inc. 11110.01%0.02%0.02%Q1 2020Q3 202211
Cetera Advisor Networks LLC 1010.00%0.07%0.11%Q2 2020Q3 202311
Pinnacle Advisory Group, Inc. 11110.02%0.06%0.10%Q3 2018Q1 202111
WFA of San Diego, LLC 410.07%0.14%0.25%Q2 2020Q3 202310
GUGGENHEIM CAPITAL LLC 10100.00%0.00%0.00%Q2 2013Q3 201510
REDW Wealth LLC 10100.08%0.14%0.18%Q4 2018Q1 202110
Retirement Planning Group, LLC 640.06%0.08%0.10%Q4 2018Q3 202310
Spire Wealth Management 10100.00%0.02%0.07%Q1 2021Q2 202310
STEPHENS INC /AR/ 10100.01%0.01%0.01%Q1 2021Q2 202310
West Financial Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
HORIZON FINANCIAL SERVICES, LLC 10100.18%1.93%6.65%Q2 2021Q3 202310
Brookstone Capital Management 10100.01%0.05%0.13%Q2 2021Q3 202310
Savior LLC 10100.00%0.16%0.46%Q4 2019Q1 202210
MARINER INDEPENDENT ADVISOR NETWORK, LLC 10100.17%0.45%0.76%Q2 2020Q3 202210
Bellwether Advisors, LLC 10100.03%0.07%0.11%Q4 2020Q1 202310
55I, LLC 10100.01%0.06%0.17%Q4 2019Q1 202210
Wealth Advisory Solutions, LLC 820.00%0.70%1.30%Q4 2019Q2 202210
C-J Advisory, Inc. 10100.00%0.00%0.00%Q3 2016Q4 201810
MONEY CONCEPTS CAPITAL CORP 820.03%0.37%1.33%Q4 2020Q3 202310
Allred Capital Management, LLC 10100.02%0.54%0.73%Q4 2018Q1 202110
Paulson Wealth Management Inc. 910.03%1.69%2.46%Q4 2017Q3 202010
Lake Point Wealth Management 520.00%0.05%0.48%Q4 2018Q2 202210
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 10100.07%0.17%0.48%Q4 2017Q1 202010
Westside Investment Management, Inc. 10100.00%0.01%0.02%Q2 2021Q3 202310
ADVISOR PARTNERS LLC 10100.03%0.04%0.04%Q1 2020Q2 202210
Advisor Resource Council 10100.13%0.43%0.74%Q2 2021Q3 202310
Pensionmark Financial Group, LLC 910.06%0.13%0.68%Q4 2019Q1 202310
ACCURATE INVESTMENT SOLUTIONS, INC. 10100.04%1.31%2.14%Q4 2017Q1 202010
HARBOUR INVESTMENTS, INC. 640.04%0.05%0.05%Q1 2021Q3 202310
Accel Wealth Management 10100.01%0.02%0.04%Q4 2020Q1 202310
Stratos Wealth Advisors, LLC 810.02%0.25%0.65%Q2 2020Q2 20239
IAG Wealth Partners, LLC 990.44%0.52%0.62%Q3 2021Q3 20239
Armbruster Capital Management, Inc. 540.02%0.12%0.19%Q4 2017Q1 20209
Clearview Wealth Advisors LLC 990.02%0.02%0.02%Q2 2021Q2 20239
DAVENPORT & Co LLC 990.00%0.00%0.01%Q3 2021Q3 20239
NEXT Financial Group, Inc 610.00%0.04%0.07%Q2 2019Q4 20219
Bluefin Trading, LLC 410.05%0.42%0.90%Q1 2014Q1 20209
Independent Wealth Network Inc. 992.32%2.71%2.99%Q3 2021Q3 20239
Vickerman Investment Advisors, Inc. 990.23%0.36%0.61%Q3 2021Q3 20239
NATIONAL PLANNING CORP 810.01%0.02%0.02%Q4 2014Q3 20179
Activest Wealth Management 990.01%0.02%0.04%Q1 2021Q1 20239
Facet Wealth, Inc. 810.51%1.00%2.43%Q4 2020Q3 20239
Castleview Partners, LLC 810.04%0.12%0.31%Q2 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.00%Q2 2013Q2 20159
DEUTSCHE BANK AG\ 520.00%0.00%0.00%Q4 2018Q2 20219
Intrua Financial, LLC 990.04%0.08%0.15%Q1 2021Q1 20239
U.S. Capital Wealth Advisors, LLC 990.01%0.05%0.08%Q3 2021Q3 20239
Financial & Tax Architects, LLC 810.36%2.14%4.49%Q1 2021Q3 20239
Allen Capital Group, LLC 990.32%0.65%1.64%Q4 2017Q4 20199
Brown Financial Advisory 990.70%2.64%5.98%Q4 2020Q4 20229
Crabel Capital Management, LLC 510.20%0.47%0.70%Q4 2020Q2 20239
FIFTH THIRD BANCORP 410.00%0.00%0.00%Q2 2018Q2 20229
Marcum Wealth, LLC 990.04%0.07%0.09%Q1 2021Q1 20239
Garrett Wealth Advisory Group, LLC 990.16%5.83%8.57%Q3 2021Q3 20239
Lifeworks Advisors, LLC 880.32%0.81%1.58%Q4 2021Q3 20238
Wealth Management Solutions, LLC 881.41%2.21%3.84%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.65%1.25%2.58%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.05%0.16%0.31%Q4 2021Q3 20238
Melone Private Wealth, LLC 886.14%6.52%6.76%Q4 2021Q3 20238
Baird Financial Group, Inc. 410.00%0.01%0.09%Q1 2017Q1 20238
Argentus Capital Management, LLC 880.16%0.36%0.93%Q4 2014Q3 20168
F/M Investments LLC 710.18%0.20%0.24%Q4 2020Q1 20238
Baystate Wealth Management LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Aquire Wealth Advisors, LLC 881.56%2.22%2.76%Q4 2021Q3 20238
Beaumont Capital Management, LLC 888.46%10.14%12.47%Q4 2021Q3 20238
Laraway Financial Advisors Inc 881.89%2.03%2.17%Q4 2021Q3 20238
EPG Wealth Management LLC 530.00%0.00%0.01%Q3 2021Q3 20238
Key FInancial Inc 880.01%0.01%0.01%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.35%1.54%4.41%Q4 2021Q3 20238
Hartford Financial Management Inc. 880.00%0.00%0.00%Q2 2018Q1 20208
Steward Partners Investment Advisory, LLC 530.00%0.00%0.00%Q2 2020Q3 20238
ECLECTIC ASSOCIATES INC /ADV 880.28%0.74%1.15%Q4 2020Q3 20228
B. Riley Wealth Advisors, Inc. 310.00%0.01%0.01%Q2 2014Q3 20238
Asset Management Resources, LLC 880.74%2.21%4.86%Q4 2021Q3 20238
Tennessee Valley Asset Management Partners 880.07%1.28%2.95%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.26%0.52%0.66%Q1 2021Q3 20238
Redwood Investment Management, LLC 880.78%2.72%5.49%Q1 2018Q4 20198
Simplicity Wealth,LLC 880.22%1.28%4.62%Q4 2021Q3 20238
Eldridge Investment Advisors, Inc. 881.34%2.29%3.13%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.02%0.05%Q4 2021Q3 20238
Valeo Financial Advisors, LLC 620.00%0.00%0.00%Q2 2018Q1 20218
Ascent Group, LLC 880.03%0.10%0.23%Q4 2021Q3 20238
Transamerica Financial Advisors, Inc. 620.00%0.18%0.75%Q1 2020Q3 20238
Csenge Advisory Group 510.01%0.10%0.30%Q3 2019Q2 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.14%0.20%0.32%Q4 2021Q3 20238
Rinkey Investments 886.10%8.34%10.22%Q4 2021Q3 20238
TKG Advisors, LLC 880.53%0.64%0.80%Q4 2021Q3 20238
Epstein & White Financial LLC 711.10%11.18%18.50%Q1 2018Q2 20218
Hofer & Associates. Inc 880.30%0.41%0.48%Q4 2021Q3 20238
Apeiron RIA LLC 880.01%0.13%0.20%Q4 2021Q3 20238
Atria Wealth Solutions, Inc. 770.03%0.03%0.04%Q1 2022Q3 20237
Advisory Resource Group 770.67%1.89%2.64%Q3 2019Q1 20217
Orion Capital Management LLC 770.02%0.03%0.04%Q4 2020Q2 20227
Ameritas Advisory Services, LLC 610.02%0.02%0.02%Q4 2021Q3 20237
First Allied Advisory Services, Inc. 210.01%0.01%0.02%Q3 2016Q3 20207
Echo Wealth Management, LLC 770.52%0.61%0.74%Q4 2020Q2 20227
Ameritas Investment Company, LLC 310.00%0.04%0.22%Q4 2018Q3 20217
Placemark Investments, Inc. 770.02%0.04%0.06%Q2 2013Q4 20147
Clearshares LLC 432.25%3.30%5.90%Q1 2020Q4 20217
Rockbridge Investment Management, LCC 771.09%1.56%2.26%Q2 2020Q4 20217
Institute for Wealth Management, LLC. 770.06%0.09%0.12%Q4 2018Q2 20207
WEDBUSH SECURITIES INC 770.01%0.02%0.03%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Stone House Investment Management, LLC 770.20%0.55%1.21%Q3 2018Q1 20207
Newbridge Financial Services Group, Inc. 770.01%0.01%0.01%Q3 2020Q1 20227
OXFORD FINANCIAL GROUP, LTD. LLC 610.00%0.00%0.00%Q2 2021Q2 20237
Gladstone Institutional Advisory LLC 770.04%0.04%0.05%Q1 2022Q3 20237
Narus Financial Partners, LLC 770.22%0.32%0.60%Q1 2022Q3 20237
Virtu KCG Holdings LLC 210.01%0.06%0.17%Q1 2014Q2 20177
HARBOR INVESTMENT ADVISORY, LLC 310.00%0.01%0.01%Q3 2021Q3 20237
North Star Investment Management Corp. 770.00%0.00%0.00%Q1 2022Q3 20237
Ballast, Inc. 770.17%0.52%0.68%Q1 2019Q3 20207
FIRST MANHATTAN CO. LLC. 770.00%0.00%0.00%Q1 2022Q3 20237
Realta Investment Advisors 320.00%0.00%0.01%Q1 2019Q3 20237
Founders Capital Management 770.01%0.01%0.02%Q1 2017Q3 20187
Snider Financial Group 770.20%0.24%0.28%Q1 2022Q3 20237
WCG Wealth Advisors LLC 660.19%1.66%2.26%Q2 2022Q3 20237
AFFINITY WEALTH MANAGEMENT LLC 610.06%0.37%0.73%Q4 2018Q3 20207
Financial Gravity Asset Management, Inc. 410.00%0.07%0.37%Q1 2019Q3 20237
Legacy Wealth Partners, Inc. 771.96%2.42%3.04%Q4 2019Q2 20217
Applied Capital LLC 770.29%0.84%1.62%Q1 2021Q3 20227
MEANS INVESTMENT CO., INC. 770.06%0.21%0.34%Q1 2022Q3 20237
GYL FINANCIAL SYNERGIES, LLC 770.23%1.32%2.27%Q3 2021Q1 20237
Integrated Advisors Network LLC 770.18%0.30%0.45%Q1 2022Q3 20237
Braun-Bostich & Associates Inc. 770.02%0.82%3.21%Q4 2017Q2 20197
Strategic Wealth Investment Group, LLC 770.06%0.11%0.21%Q1 2022Q3 20237
PEAK FINANCIAL ADVISORS LLC 520.23%3.88%7.19%Q4 2021Q3 20237
Merit Financial Group, LLC 770.02%0.11%0.22%Q1 2022Q3 20237
Investments & Financial Planning, LLC 430.30%0.43%0.54%Q4 2021Q3 20237
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q2 2016Q3 20236
AFFINIA FINANCIAL GROUP, LLC 660.14%7.33%12.06%Q3 2020Q4 20216
Concord Wealth Partners 420.00%0.03%0.05%Q1 2022Q3 20236
Meridian Wealth Management, LLC 330.02%0.03%0.07%Q2 2021Q3 20236
Stonebridge Capital Advisors LLC 310.01%0.02%0.05%Q1 2021Q1 20236
Professional Financial Advisors, LLC 410.15%0.93%4.07%Q4 2019Q3 20236
B. Riley Wealth Management, Inc. 660.00%0.07%0.10%Q1 2021Q2 20226
Measured Wealth Private Client Group, LLC 660.50%0.97%1.66%Q2 2018Q3 20196
PRIVATE TRUST CO NA 660.10%0.25%0.37%Q2 2022Q3 20236
UNIVEST FINANCIAL Corp 660.56%2.09%2.72%Q2 2022Q3 20236
COLONY GROUP LLC 410.00%0.03%0.08%Q3 2021Q3 20236
Faithward Advisors, LLC 660.00%0.00%0.01%Q3 2021Q4 20226
ACG Wealth 510.01%0.09%0.12%Q3 2018Q2 20226
Tolleson Wealth Management, Inc. 660.06%0.11%0.19%Q2 2022Q3 20236
ADVANTAGE INVESTMENT MANAGEMENT, LLC 660.00%0.03%0.09%Q1 2015Q2 20166
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.03%0.05%Q2 2021Q4 20226
Levy Wealth Management Group, LLC 660.73%1.29%2.88%Q2 2022Q3 20236
Rain Capital Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
McAdam, LLC 330.02%0.10%0.19%Q1 2022Q3 20236
CLIENT 1ST ADVISORY GROUP, LLC 420.14%0.25%0.59%Q4 2019Q3 20236
OTA Financial Group L.P. 210.22%0.59%1.14%Q1 2014Q1 20236
Falcon Wealth Planning 660.06%0.10%0.20%Q2 2022Q3 20236
WHITTIER TRUST CO 660.00%0.01%0.02%Q2 2022Q3 20236
Diligent Investors, LLC 660.07%0.10%0.12%Q3 2020Q4 20216
Strategic Capital Alternatives LLC 510.73%2.39%8.64%Q3 2014Q1 20166
KMS FINANCIAL SERVICES, INC 660.12%0.17%0.26%Q2 2013Q3 20146
HBK Sorce Advisory LLC 410.01%0.01%0.02%Q1 2021Q4 20226
EXENCIAL WEALTH ADVISORS, LLC 660.01%0.06%0.08%Q2 2022Q3 20236
Bull Oak Capital, LLC 425.04%8.53%13.64%Q4 2021Q3 20236
ST GERMAIN D J CO INC 330.00%0.13%0.51%Q2 2021Q4 20236
SHEETS SMITH WEALTH MANAGEMENT 510.01%0.04%0.05%Q3 2019Q3 20236
Bristlecone Advisors, LLC 662.04%2.67%3.36%Q2 2022Q3 20236
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 660.00%0.00%0.00%Q1 2022Q2 20236
Lehman & Derafelo Financial Resources LLC 660.01%0.01%0.01%Q1 2020Q2 20216
Financial Architects, Inc 660.01%0.02%0.03%Q1 2019Q2 20206
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
CERTUITY, LLC 660.09%0.13%0.18%Q2 2020Q3 20216
Paradigm Financial Partners, LLC 420.10%0.26%1.02%Q4 2018Q2 20226
Banque Cantonale Vaudoise 660.00%0.00%0.00%Q3 2021Q4 20226
FORVIS Wealth Advisors, LLC 660.01%0.02%0.03%Q2 2022Q3 20236
Ten Capital Wealth Advisors, LLC 410.00%0.96%2.51%Q3 2020Q3 20226
Blume Capital Management, Inc. 660.05%0.07%0.08%Q4 2013Q1 20156
SteelBridge Private Wealth Advisors LLC 660.56%0.68%0.88%Q1 2016Q2 20176
Ironwood Wealth Management, LLC. 660.00%0.01%0.01%Q2 2018Q3 20196
Deane Retirement Strategies, Inc. 660.54%0.60%0.68%Q1 2019Q2 20206
Bridgeworth, LLC 330.07%0.13%0.22%Q3 2020Q3 20236
Glovista Investments LLC 550.09%0.27%0.48%Q2 2020Q2 20215
VALLEY NATIONAL ADVISERS INC 550.01%0.04%0.20%Q3 2022Q3 20235
Selective Wealth Management, Inc. 550.01%0.01%0.02%Q3 2021Q3 20225
TCG Advisors, LP 550.06%0.32%0.51%Q1 2019Q1 20205
AVANTAX ADVISORY SERVICES, INC. 550.00%0.02%0.09%Q3 2022Q3 20235
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 551.42%2.19%3.48%Q1 2019Q1 20205
BOURGEON CAPITAL MANAGEMENT LLC 550.00%0.01%0.01%Q3 2019Q3 20205
MCMILLION CAPITAL MANAGEMENT INC 410.01%0.02%0.02%Q2 2019Q4 20205
LIBERTY WEALTH MANAGEMENT LLC 320.00%0.02%0.03%Q4 2018Q3 20215
Balboa Wealth Partners 550.10%0.19%0.41%Q3 2022Q3 20235
Squar Milner Financial Services LLC 550.01%0.13%0.19%Q2 2019Q2 20205
KESTRA PRIVATE WEALTH SERVICES, LLC 550.05%0.06%0.08%Q3 2022Q3 20235
Truvestments Capital LLC 550.01%0.01%0.01%Q2 2022Q2 20235
Sterling Financial Planning, Inc. 550.01%0.18%0.27%Q2 2021Q2 20225
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
EP Wealth Advisors, LLC 210.00%0.01%0.02%Q3 2018Q2 20225
INR ADVISORY SERVICES LLC 550.01%0.06%0.13%Q1 2018Q1 20195
ADVISOR PARTNERS II, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
FINANCIAL CONSULATE, INC 550.30%0.35%0.40%Q1 2018Q1 20195
EQUITABLE TRUST CO 550.03%0.03%0.04%Q3 2018Q3 20195
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q1 2020Q3 20235
Inscription Capital, LLC 550.25%0.47%0.70%Q4 2019Q4 20205
Perigon Wealth Management, LLC 410.02%0.10%0.18%Q3 2019Q4 20205
Watermark Asset Management, Inc. 550.55%1.18%1.39%Q4 2017Q4 20185
PROTECTIVE LIFE CORP 552.57%2.94%3.07%Q2 2022Q2 20235
NATIXIS ADVISORS, L.P. 550.00%0.00%0.00%Q3 2022Q3 20235
Executive Wealth Management, LLC 550.04%0.33%0.55%Q2 2019Q2 20205
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2016Q1 20235
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 550.06%0.19%0.46%Q4 2018Q4 20195
Coppell Advisory Solutions LLC 410.41%0.69%0.89%Q4 2020Q3 20235
Scissortail Wealth Management, LLC 310.60%0.83%1.15%Q1 2022Q3 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.02%Q3 2020Q3 20235
Lindbrook Capital, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
FORTE CAPITAL LLC /ADV 550.19%0.21%0.23%Q1 2018Q1 20195
CAHILL FINANCIAL ADVISORS INC 550.22%0.28%0.35%Q3 2022Q3 20235
Windward Private Wealth Management Inc. 410.11%0.13%0.18%Q1 2021Q3 20225
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Hayden Royal, LLC 216.50%7.49%9.11%Q4 2019Q2 20215
New England Investment & Retirement Group, Inc. 410.00%0.46%0.62%Q1 2018Q1 20205
Strategic Asset Management, LLC 550.22%0.64%0.91%Q3 2021Q3 20225
Strategic Capital Group LLC 550.91%1.57%2.45%Q2 2013Q2 20145
Mirae Asset Global Investments Co., Ltd. 550.01%0.01%0.01%Q3 2021Q3 20225
GPS Wealth Strategies Group, LLC 550.00%0.06%0.17%Q3 2022Q3 20235
Personal Wealth Partners 551.19%1.88%2.26%Q1 2021Q1 20225
CoreCap Advisors, LLC 550.05%0.11%0.18%Q4 2021Q4 20225
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Truepoint, Inc. 410.02%0.03%0.03%Q3 2018Q4 20195
Calamos Wealth Management LLC 550.04%0.05%0.06%Q3 2015Q3 20165
KARLINSKI ANDREW C 440.00%0.00%0.01%Q4 2021Q3 20224
Vertex Planning Partners, LLC 441.02%1.31%1.46%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.16%0.62%0.84%Q4 2022Q3 20234
Voya Financial Advisors, Inc. 210.02%0.08%0.19%Q2 2019Q1 20214
SageGuard Financial Group, LLC 440.31%2.40%8.58%Q4 2020Q3 20214
Forza Wealth Management, LLC 440.10%0.12%0.14%Q4 2022Q3 20234
Ruggie Capital Group 440.04%0.33%1.04%Q2 2018Q1 20194
Richard W. Paul & Associates, LLC 440.01%0.02%0.06%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 210.09%0.19%0.29%Q4 2018Q1 20214
Bensler, LLC 441.13%1.61%2.82%Q4 2022Q3 20234
Buttonwood Financial Group, LLC 310.39%0.48%0.55%Q1 2022Q1 20234
River Street Advisors LLC 440.56%0.64%0.75%Q4 2022Q3 20234
Worth Financial Advisory Group, LLC 440.34%0.36%0.38%Q4 2022Q3 20234
Accurate Wealth Management, LLC 440.06%0.08%0.10%Q4 2022Q3 20234
Pinion Investment Advisors, LLC 440.41%0.43%0.46%Q1 2018Q4 20184
NewEdge Advisors, LLC 440.00%0.04%0.10%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 441.49%2.98%3.70%Q4 2022Q3 20234
Cassady Schiller Wealth Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
First Heartland Consultants, Inc. 440.06%0.97%2.31%Q1 2020Q4 20204
LINCOLN NATIONAL CORP 440.01%0.01%0.02%Q4 2022Q3 20234
Fortis Group Advisors, LLC 310.06%0.14%0.35%Q3 2020Q3 20234
AIFG Consultants Ltd. 442.74%6.84%8.95%Q4 2022Q3 20234
Running Point Capital Advisors, LLC 440.04%0.04%0.05%Q4 2020Q3 20214
Center For Asset Management LLC 310.19%0.29%0.41%Q2 2021Q2 20224
CEDAR CAPITAL, LLC 441.78%3.97%5.42%Q4 2020Q3 20214
HRT FINANCIAL LP 110.01%0.03%0.05%Q3 2021Q1 20234
Tilson Financial Group, Inc. 442.28%2.95%4.88%Q4 2022Q3 20234
Leading Edge Financial Planning LLC 447.51%8.46%9.55%Q4 2022Q3 20234
TORONTO DOMINION BANK 440.02%0.03%0.05%Q1 2022Q4 20224
Ford Financial Group, LLC 440.40%0.65%0.98%Q1 2022Q4 20224
Vanguard Personalized Indexing Management, LLC 210.03%0.09%0.21%Q1 2020Q2 20224
Graypoint LLC 440.03%0.09%0.13%Q3 2020Q2 20214
AMJ Financial Wealth Management 220.08%0.09%0.11%Q4 2021Q3 20234
CIBC WORLD MARKET INC. 440.00%0.00%0.00%Q3 2021Q2 20224
QUEST CAPITAL MANAGEMENT INC /ADV 310.05%0.06%0.07%Q1 2020Q4 20214
HF Advisory Group, LLC 440.56%0.77%0.89%Q4 2022Q3 20234
Aspire Wealth Management Corp 440.00%0.00%0.01%Q2 2022Q1 20234
Virtue Capital Management, LLC 310.17%1.06%3.52%Q3 2018Q4 20194
Weaver Consulting Group 440.04%0.04%0.05%Q4 2019Q3 20204
CATALYST PRIVATE WEALTH, LLC 310.09%0.11%0.15%Q3 2020Q2 20224
Rockwood Wealth Management, LLC 440.08%0.30%0.49%Q4 2021Q3 20224
Barden Capital Management, Inc. 443.35%3.96%4.34%Q4 2022Q3 20234
Rooted Wealth Advisors, Inc. 440.93%6.18%11.29%Q4 2022Q3 20234
Clal Insurance Enterprises Holdings Ltd 440.02%0.02%0.02%Q4 2014Q3 20154
Millington Financial Advisors, LLC 440.37%0.43%0.48%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 443.12%3.43%3.70%Q4 2022Q3 20234
Keystone Wealth Services, LLC 440.45%0.57%0.66%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.02%0.08%0.13%Q4 2022Q3 20234
Rappaport Reiches Capital Management, LLC 440.14%0.42%0.55%Q2 2021Q1 20224
Lucia Wealth Services, LLC 440.09%0.48%1.05%Q4 2017Q3 20184
Highwater Wealth Management, LLC 440.73%3.21%5.58%Q3 2016Q2 20174
LWMG, LLC 441.95%2.13%2.28%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
VALLEY FINANCIAL MANAGEMENT, INC. 440.15%0.17%0.18%Q3 2022Q2 20234
Bangor Savings Bank 440.00%0.00%0.00%Q3 2022Q2 20234
CCG WEALTH MANAGEMENT, LLC 310.29%1.05%2.03%Q2 2019Q3 20214
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 440.14%0.16%0.18%Q1 2022Q4 20224
Waterloo Capital, L.P. 310.06%1.08%4.06%Q1 2020Q3 20234
TD Waterhouse Canada Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Helen Stephens Group, LLC 440.32%0.34%0.40%Q4 2021Q3 20224
PFG Advisors 440.03%0.03%0.04%Q4 2020Q3 20214
FIL Ltd 440.02%0.02%0.02%Q4 2014Q3 20154
Cerity Partners LLC 440.00%0.42%0.98%Q4 2022Q3 20234
WIPFLI FINANCIAL ADVISORS LLC, 330.13%0.14%0.17%Q1 2022Q3 20223
Global Wealth Management Investment Advisory, Inc. 330.00%0.01%0.02%Q4 2018Q2 20193
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 332.91%4.02%4.64%Q1 2023Q3 20233
CHOREO, LLC 330.44%0.49%0.58%Q1 2023Q3 20233
AWM CAPITAL, LLC 330.20%0.30%0.36%Q3 2021Q1 20223
Virtu Financial LLC 210.01%0.04%0.10%Q2 2018Q2 20193
ProVise Management Group, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Bridge Advisory, LLC 210.19%0.26%0.39%Q4 2020Q3 20223
Rehmann Capital Advisory Group 210.00%0.01%0.01%Q3 2018Q2 20193
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2019Q3 20193
WBI INVESTMENTS, LLC 330.07%0.35%0.89%Q1 2016Q3 20163
Destiny Capital Corp/CO 339.34%9.80%10.04%Q4 2022Q2 20233
DUBUQUE BANK & TRUST CO 330.01%0.01%0.01%Q1 2014Q3 20143
Apollon Wealth Management, LLC 210.06%0.07%0.09%Q1 2022Q2 20233
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 330.14%0.48%0.79%Q1 2023Q3 20233
Bruderman Asset Management, LLC 330.51%0.54%0.60%Q1 2020Q3 20203
GUARDIAN WEALTH ADVISORS, LLC / NC 330.00%0.00%0.00%Q4 2021Q2 20223
Beaumont Financial Advisors, LLC 330.07%0.08%0.08%Q4 2022Q2 20233
Delta Dental Plan of Michigan, Inc. 330.84%1.21%1.93%Q4 2017Q2 20183
Householder Group Estate & Retirement Specialist, LLC 110.01%0.07%0.11%Q3 2022Q3 20233
CFS Investment Advisory Services, LLC 110.00%0.11%0.19%Q4 2020Q3 20223
Snowden Capital Advisors LLC 110.01%0.03%0.05%Q4 2019Q4 20223
SIGNATUREFD, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
MONECO Advisors, LLC 330.34%0.47%0.55%Q1 2023Q3 20233
MGO ONE SEVEN LLC 210.01%0.01%0.01%Q4 2017Q4 20183
HC FINANCIAL ADVISORS INC 330.02%0.02%0.02%Q4 2021Q2 20223
Dynamic Advisor Solutions LLC 330.03%0.03%0.04%Q3 2019Q1 20203
First Ascent Asset Management, LLC 330.61%3.46%5.63%Q4 2019Q2 20203
Strategic Financial Concepts, LLC 330.23%0.67%1.12%Q1 2023Q3 20233
Livingston Group Asset Management CO (operating as Southport Capital Management) 330.15%0.48%0.66%Q2 2020Q4 20203
Perennial Investment Advisors, LLC 330.35%0.36%0.36%Q1 2023Q3 20233
American Trust 330.03%0.25%0.54%Q4 2022Q2 20233
CITY NATIONAL BANK 210.00%0.01%0.01%Q3 2013Q3 20153
Catalyst Capital Advisors LLC 330.00%0.00%0.00%Q4 2017Q2 20183
ODonnell Financial Services, LLC 330.10%0.11%0.12%Q3 2021Q1 20223
Connectus Wealth, LLC 330.05%0.05%0.06%Q1 2021Q3 20213
Parkside Financial Bank & Trust 330.00%0.01%0.02%Q1 2023Q3 20233
PSI Advisors, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Capitol Family Office, Inc. 330.76%9.32%15.10%Q4 2021Q2 20223
Archer Investment Corp 330.00%0.00%0.00%Q4 2018Q2 20193
Treynor Bancshares, Inc. 330.15%0.15%0.15%Q4 2021Q2 20223
Covestor Ltd 330.00%0.00%0.00%Q3 2022Q1 20233
Farther Finance Advisors, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
JUNCTURE WEALTH STRATEGIES, LLC 330.14%0.15%0.16%Q2 2018Q4 20183
CX Institutional 330.04%0.16%0.32%Q2 2022Q4 20223
Cape Investment Advisory, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
WealthPlan Investment Management, LLC 210.95%0.98%1.00%Q1 2022Q4 20223
Great Lakes Retirement, Inc. 338.62%9.04%9.66%Q1 2023Q3 20233
COLDSTREAM CAPITAL MANAGEMENT INC 330.01%0.02%0.02%Q4 2021Q2 20223
WOLVERINE ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q4 2018Q2 20193
Valmark Advisers, Inc. 330.01%0.01%0.02%Q1 2021Q3 20213
Vericrest Private Wealth 330.24%0.25%0.25%Q4 2021Q2 20223
GHP Investment Advisors, Inc. 110.00%0.01%0.03%Q4 2020Q2 20233
Americana Partners, LLC 330.28%0.72%0.98%Q1 2023Q3 20233
HUNTINGTON NATIONAL BANK 330.00%0.00%0.00%Q3 2021Q1 20223
Fragasso Group Inc. 330.09%0.17%0.22%Q2 2018Q4 20183
Gallagher Fiduciary Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
NICOLET BANKSHARES INC 330.13%0.17%0.20%Q1 2018Q3 20183
Santori & Peters, Inc. 220.27%0.28%0.28%Q4 2020Q1 20212
Wealthspire Advisors, L.P. 220.01%0.01%0.01%Q4 2018Q1 20192
Prentice Wealth Management LLC 220.03%0.03%0.03%Q1 2021Q2 20212
ALTFEST L J & CO INC 220.06%0.06%0.06%Q4 2020Q1 20212
Latitude Advisors, LLC 221.80%2.23%2.67%Q4 2020Q1 20212
Econ Financial Services Corp 221.02%1.06%1.10%Q1 2023Q2 20232
Fusion Family Wealth LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Argent Trust Co 220.04%0.04%0.05%Q2 2023Q3 20232
BAKER TILLY WEALTH MANAGEMENT, LLC 220.11%0.13%0.14%Q4 2020Q1 20212
Allegis Investment Advisors, LLC 222.57%3.37%4.16%Q4 2017Q1 20182
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
VERUS CAPITAL PARTNERS, LLC 220.00%0.03%0.06%Q4 2019Q1 20202
Concorde Asset Management, LLC 220.20%0.20%0.20%Q1 2019Q2 20192
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SageView Advisory Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 220.02%0.04%0.05%Q2 2021Q3 20212
PARSONS CAPITAL MANAGEMENT INC/RI 110.00%0.05%0.11%Q1 2015Q3 20192
AVIANCE CAPITAL MANAGEMENT, LLC 220.02%0.02%0.02%Q2 2016Q3 20162
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.01%0.01%0.02%Q1 2023Q3 20232
EDMOND DE ROTHSCHILD (SUISSE) S.A. 220.00%0.00%0.00%Q2 2016Q3 20162
EverSource Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Clear Harbor Asset Management, LLC 110.01%0.01%0.01%Q4 2019Q3 20202
Values Added Financial LLC 224.63%5.06%5.48%Q2 2023Q3 20232
NovaPoint Capital, LLC 110.17%0.25%0.34%Q4 2019Q3 20202
Cascadia Advisory Services, LLC 110.06%0.08%0.09%Q4 2019Q2 20202
WINTRUST INVESTMENTS LLC 220.03%0.03%0.03%Q3 2019Q4 20192
Rotella Capital Management, Inc. 220.85%1.23%1.60%Q3 2013Q4 20132
Private Wealth Group, LLC 221.80%1.88%1.96%Q2 2023Q3 20232
TCI Wealth Advisors, Inc. 110.00%0.01%0.01%Q2 2015Q2 20222
Northwest Capital Management Inc 220.26%1.42%2.58%Q2 2023Q3 20232
Lunt Capital Management, Inc. 222.22%2.27%2.33%Q2 2023Q3 20232
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2022Q2 20232
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
NWAM LLC 220.76%0.90%1.04%Q2 2014Q3 20142
CLIFFORD SWAN INVESTMENT COUNSEL LLC 220.16%0.20%0.24%Q3 2021Q4 20212
COMERICA BANK 110.00%0.01%0.01%Q4 2022Q3 20232
ORG Partners LLC 220.00%0.01%0.01%Q2 2023Q3 20232
MILLIE CAPITAL MANAGEMENT, LLC 220.24%0.24%0.25%Q2 2016Q3 20162
Auour Investments LLC 221.18%1.21%1.23%Q2 2023Q3 20232
Anchor Investment Management, LLC 220.00%0.00%0.00%Q3 2023Q4 20232
Golden State Equity Partners 220.00%0.11%0.22%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.06%0.06%0.06%Q4 2021Q1 20222
Twele Capital Management, Inc. 220.73%0.75%0.77%Q2 2013Q3 20132
Foster Victor Wealth Advisors, LLC 220.86%0.99%1.12%Q1 2020Q2 20202
TECTONIC ADVISORS LLC 110.02%0.05%0.08%Q4 2020Q3 20212
Truadvice, LLC 110.10%0.14%0.17%Q3 2020Q4 20222
Advisors Preferred, LLC 220.03%0.04%0.04%Q4 2021Q1 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.26%0.30%0.35%Q4 2021Q1 20222
Regal Investment Advisors LLC 220.15%0.18%0.22%Q3 2018Q4 20182
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
United Asset Strategies, Inc. 220.06%0.06%0.06%Q4 2017Q1 20182
Total Clarity Wealth Management, Inc. 220.00%0.01%0.01%Q3 2021Q4 20212
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q2 20142
SkyOak Wealth, LLC 220.08%0.11%0.14%Q4 2019Q1 20202
Richard P Slaughter Associates Inc 220.18%0.22%0.25%Q3 2023Q4 20232
Stuart Chaussee & Associates, Inc. 220.03%0.03%0.03%Q3 2019Q4 20192
Compass Ion Advisors, LLC 222.04%3.54%5.05%Q4 2019Q1 20202
Holloway Wealth Management, LLC 220.00%0.01%0.01%Q2 2019Q3 20192
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Gibson Wealth Advisors LLC 220.19%0.19%0.20%Q4 2021Q1 20222
TRANSCEND CAPITAL ADVISORS, LLC 220.10%0.12%0.15%Q4 2019Q1 20202
Coppell Advisory Solutions Corp. 220.53%0.67%0.80%Q4 2022Q1 20232
Model Capital Management LLC 2218.12%18.20%18.27%Q4 2020Q1 20212
BANK OF NOVA SCOTIA 220.02%0.03%0.03%Q1 2022Q2 20222
Semmax Financial Advisors Inc. 220.02%0.03%0.04%Q4 2018Q1 20192
Thomasville National Bank 220.04%0.04%0.04%Q1 2017Q2 20172
First Personal Financial Services 110.00%0.01%0.01%Q4 2015Q1 20232
Private Portfolio Partners LLC 221.23%1.45%1.68%Q3 2022Q4 20222
Alera Investment Advisors, LLC 110.06%0.10%0.15%Q3 2020Q4 20212
Horst & Graben Wealth Management LLC 220.07%0.07%0.08%Q4 2020Q1 20212
Sharkey, Howes & Javer 220.15%0.35%0.54%Q3 2022Q4 20222
Covington Capital Management 220.00%0.00%0.00%Q3 2021Q4 20212
StoneX Group Inc. 110.04%0.11%0.17%Q3 2019Q4 20212
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q4 2019Q1 20202
Mirador Capital Partners LP 221.77%2.02%2.28%Q3 2016Q4 20162
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
TCWP LLC 220.04%0.05%0.05%Q4 2022Q1 20232
LAKE STREET ADVISORS GROUP, LLC 220.08%0.12%0.15%Q3 2022Q4 20222
Stegent Equity Advisors, Inc. 220.31%0.32%0.32%Q4 2021Q1 20222
Shelter Mutual Insurance Co 220.20%0.21%0.22%Q2 2023Q3 20232
NORTHWEST INVESTMENT COUNSELORS, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Ledyard National Bank 220.00%0.00%0.00%Q3 2018Q4 20182
COWA, LLC 220.09%0.13%0.17%Q4 2020Q1 20212
Corbenic Partners LLC 220.00%0.00%0.00%Q4 2020Q1 20212
FLOW TRADERS U.S. LLC 220.02%0.12%0.22%Q3 2019Q4 20192
FIRST TRUST ADVISORS LP 220.00%0.01%0.01%Q1 2020Q2 20202
MGO Private Wealth, LLC 220.34%0.82%1.30%Q3 2022Q4 20222
Jackson Wealth Management, LLC 222.70%2.87%3.03%Q4 2017Q1 20182
Efficient Advisors, LLC 220.96%1.02%1.07%Q1 2016Q2 20162
Yorktown Management & Research Co Inc 220.06%0.06%0.07%Q4 2015Q1 20162
Vantage Investment Advisors, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Security Financial Services, INC. 220.16%0.90%1.64%Q2 2023Q3 20232
Chessman Wealth Strategies RIA 110.03%8.27%16.51%Q3 2018Q1 20192
GEM Asset Management, LLC 220.18%0.18%0.18%Q2 2023Q3 20232
VitalStone Financial, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Carroll Financial Associates, Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
626 Financial, LLC 111.48%1.48%1.48%Q4 2022Q4 20221
PITCAIRN CO 110.50%0.50%0.50%Q4 2016Q4 20161
US FINANCIAL ADVISORS, LLC 110.40%0.40%0.40%Q4 2022Q4 20221
Next Capital Management LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Key Bridge Compliance, LLC 110.43%0.43%0.43%Q3 2023Q3 20231
Horan Capital Advisors, LLC. 110.14%0.14%0.14%Q3 2020Q3 20201
Epic Trust Investment Advisors, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Financial Gravity Companies, Inc. 110.02%0.02%0.02%Q4 2018Q4 20181
Vectors Research Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
ISLAY CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
GENWORTH FINANCIAL INC 111.75%1.75%1.75%Q2 2013Q2 20131
Stonehearth Capital Management, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
Sandy Cove Advisors, LLC 110.13%0.13%0.13%Q2 2023Q2 20231
CITY HOLDING CO 110.00%0.00%0.00%Q2 2021Q2 20211
SUNTRUST BANKS INC 110.00%0.00%0.00%Q1 2017Q1 20171
Kohmann Bosshard Financial Services, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
Biltmore Capital Advisors LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Strategic Financial Planning, Inc. 110.22%0.22%0.22%Q3 2022Q3 20221
CNB Bank 110.02%0.02%0.02%Q1 2023Q1 20231
Intergy Private Wealth, LLC 110.21%0.21%0.21%Q2 2022Q2 20221
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SYON CAPITAL LLC 110.63%0.63%0.63%Q3 2023Q3 20231
OXFORD ASSET MANAGEMENT LLP 110.01%0.01%0.01%Q1 2017Q1 20171
Cardan Capital Partners, LLC 112.69%2.69%2.69%Q4 2018Q4 20181
IRON Financial LLC 110.12%0.12%0.12%Q4 2019Q4 20191
KerberRose Wealth Management, LLC 110.62%0.62%0.62%Q2 2022Q2 20221
Stone Asset Management Inc. 110.22%0.22%0.22%Q4 2022Q4 20221
DESTINY CAPITAL SECURITIES CORPORATION 118.18%8.18%8.18%Q3 2023Q3 20231
Bluesphere Advisors, LLC 110.62%0.62%0.62%Q4 2020Q4 20201
Blue Chip Partners, LLC 110.14%0.14%0.14%Q4 2018Q4 20181
Axim Planning & Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Oder Investment Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Zhang Financial LLC 110.03%0.03%0.03%Q4 2022Q4 20221
LVZ, Inc. 110.33%0.33%0.33%Q4 2019Q4 20191
VANGUARD GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
BUCKINGHAM STRATEGIC WEALTH, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Bouchey Financial Group Ltd 110.27%0.27%0.27%Q1 2017Q1 20171
NBC SECURITIES, INC. 110.17%0.17%0.17%Q3 2023Q3 20231
Penserra Capital Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
INTRUST BANK NA 110.03%0.03%0.03%Q1 2021Q1 20211
Plante Moran Financial Advisors, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Headlands Technologies LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Eaton Financial Holdings Company, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Squarepoint Ops LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Legacy Private Trust Co. 110.08%0.08%0.08%Q2 2022Q2 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Capital Advisors, Ltd. LLC 110.01%0.01%0.01%Q1 2020Q1 20201
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
Regent Peak Wealth Advisors LLC 110.11%0.11%0.11%Q3 2021Q3 20211
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2017Q2 20171
Burt Wealth Advisors 112.90%2.90%2.90%Q2 2022Q2 20221
Providence First Trust Co 110.01%0.01%0.01%Q3 2022Q3 20221
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q4 2022Q4 20221
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q2 2013Q2 20131
ACUTE INVESTMENT ADVISORY, LLC 110.25%0.25%0.25%Q4 2021Q4 20211
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
SIENA CAPITAL LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
VALLEY WEALTH MANAGERS, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Sterling Manor Financial, LLC 113.21%3.21%3.21%Q4 2020Q4 20201
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Verition Fund Management LLC 111.23%1.23%1.23%Q4 2018Q4 20181
Tarbox Family Office, Inc. 110.05%0.05%0.05%Q3 2019Q3 20191
L.M. KOHN & COMPANY 110.08%0.08%0.08%Q1 2022Q1 20221
FIRST FOUNDATION ADVISORS 110.06%0.06%0.06%Q4 2018Q4 20181
RETIREMENT CAPITAL STRATEGIES 112.75%2.75%2.75%Q2 2022Q2 20221
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Liberty Mutual Group Asset Management Inc. 110.08%0.08%0.08%Q1 2022Q1 20221
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Strategic Advocates LLC 113.35%3.35%3.35%Q3 2023Q3 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.48%0.48%0.48%Q4 2022Q4 20221
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
FDx Advisors, Inc. 110.04%0.04%0.04%Q2 2019Q2 20191
FSM Wealth Advisors, LLC 110.19%0.19%0.19%Q3 2022Q3 20221
Landmark Financial Advisors, LLC 110.28%0.28%0.28%Q3 2018Q3 20181
FAS Wealth Partners, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Peak Financial Management, Inc. 110.14%0.14%0.14%Q2 2023Q2 20231
Antonetti Capital Management LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Gupta Wealth Management LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Bedel Financial Consulting, Inc. 110.03%0.03%0.03%Q1 2018Q1 20181
Insight Wealth Strategies, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
CBIZ Investment Advisory Services, LLC 110.13%0.13%0.13%Q4 2019Q4 20191
BROWN ADVISORY INC 110.00%0.00%0.00%Q1 2022Q1 20221
Karp Capital Management Corp 110.06%0.06%0.06%Q3 2022Q3 20221
Ranch Capital Advisors Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Royal Fund Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
PERSONAL FINANCIAL CONSULTANTS INC /ADV 110.84%0.84%0.84%Q4 2018Q4 20181
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
PEAPACK GLADSTONE FINANCIAL CORP 110.01%0.01%0.01%Q1 2021Q1 20211
Ellis Investment Partners, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Clarus Wealth Advisors 110.45%0.45%0.45%Q4 2019Q4 20191
CUTLER INVESTMENT COUNSEL LLC 110.11%0.11%0.11%Q3 2023Q3 20231
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2021Q3 20211
SteelPeak Wealth, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Private Ocean, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ellevest, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Alpha Cubed Investments, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Leicht Financial Planning & Wealth Management, Inc. 113.20%3.20%3.20%Q4 2022Q4 20221
Blueprint Investment Partners LLC 110.74%0.74%0.74%Q4 2021Q4 20211
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
Gallagher Benefit Services, Inc. 110.05%0.05%0.05%Q4 2022Q4 20221
Formidable Asset Management, LLC 110.98%0.98%0.98%Q4 2017Q4 20171
KPP Advisory Services LLC 110.07%0.07%0.07%Q3 2023Q3 20231
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q1 2023Q1 20231
Kure Advisory, LLC 112.80%2.80%2.80%Q3 2023Q3 20231
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q2 2023Q2 20231
NEW ENGLAND SECURITIES CORP /MA/ 110.00%0.00%0.00%Q2 2013Q2 20131
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2019Q2 20191
Stearns Financial Services Group 110.00%0.00%0.00%Q1 2020Q1 20201
Austin Wealth Management, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
AJ WEALTH STRATEGIES, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Jane Street Holding, LLC 110.03%0.03%0.03%Q3 2013Q3 20131
SFMG, LLC 113.96%3.96%3.96%Q4 2019Q4 20191
Flagstone Financial Management 110.19%0.19%0.19%Q4 2022Q4 20221
Catalyst Wealth Management, LLC 110.23%0.23%0.23%Q4 2022Q4 20221
BOOTHBAY FUND MANAGEMENT, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Hexagon Capital Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Fulcrum Equity Management 110.01%0.01%0.01%Q3 2019Q3 20191
FAIRFIELD, BUSH & CO. 110.01%0.01%0.01%Q2 2023Q2 20231
Wealth Enhancement & Preservation of GA, LLC 112.10%2.10%2.10%Q4 2019Q4 20191
Leucadia National 110.34%0.34%0.34%Q2 2023Q2 20231
Weatherstone Capital Management 110.24%0.24%0.24%Q4 2018Q4 20181
Envestnet Portfolio Solutions, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
TFG Advisers LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Keudell/Morrison Wealth Management 119.09%9.09%9.09%Q4 2022Q4 20221
Summit Trail Advisors, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Kerntke Otto McGlone Wealth Management Group 110.00%0.00%0.00%Q4 2022Q4 20221
BIP Wealth, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
Burleson & Company, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
External links

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