SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.03%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.03%0.07%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.02%Q2 2013Q3 202342
ASSETMARK, INC 40400.00%0.24%2.13%Q4 2013Q3 202340
ENVESTNET ASSET MANAGEMENT INC 39390.00%0.05%0.16%Q1 2014Q3 202339
Citadel Advisors 1910.00%0.00%0.03%Q2 2015Q3 202337
UBS Group AG 36360.00%0.01%0.04%Q4 2014Q3 202336
Bank of New York Mellon Corp 36360.00%0.00%0.00%Q4 2014Q3 202336
LPL Financial LLC 3310.00%0.06%0.19%Q2 2013Q3 202336
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q2 2013Q3 202335
CITIGROUP INC 2910.00%0.00%0.02%Q2 2013Q3 202335
Krilogy Financial LLC 33330.36%2.89%10.62%Q3 2015Q3 202333
Cambridge Investment Research Advisors, Inc. 33330.01%0.02%0.04%Q3 2015Q3 202333
JPMORGAN CHASE & CO 1450.00%0.00%0.01%Q2 2013Q3 202332
Tradewinds Capital Management, LLC 1950.00%1.75%9.32%Q4 2014Q3 202332
AMERIPRISE FINANCIAL INC 2210.00%0.00%0.01%Q1 2014Q3 202331
Parkside Financial Bank & Trust 30300.02%0.04%0.07%Q3 2015Q4 202230
IFP Advisors, Inc 17130.00%0.07%0.41%Q1 2016Q3 202330
WEALTHSOURCE PARTNERS, LLC 2710.07%0.52%3.18%Q1 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.00%0.16%0.76%Q1 2016Q4 202228
BCM ADVISORS, LLC 28281.00%1.64%2.34%Q4 2016Q3 202328
McAdam, LLC 28280.87%1.87%2.55%Q4 2016Q3 202328
Transamerica Financial Advisors, Inc. 1720.00%0.15%1.65%Q4 2014Q3 202327
Kingsview Wealth Management, LLC 2060.09%0.42%1.25%Q1 2017Q3 202326
LADENBURG THALMANN FINANCIAL SERVICES INC. 2510.00%0.02%0.16%Q2 2013Q4 201926
PNC FINANCIAL SERVICES GROUP, INC. 1310.00%0.00%0.00%Q1 2015Q3 202326
Geneos Wealth Management Inc. 2140.00%0.03%0.09%Q2 2016Q3 202325
Advisory Services Network, LLC 910.00%0.07%0.49%Q2 2014Q3 202325
WEALTHCARE CAPITAL MANAGEMENT LLC 1410.00%0.22%0.62%Q1 2015Q1 202225
JANE STREET GROUP, LLC 1110.00%0.02%0.12%Q1 2015Q3 202325
Financial Engines Advisors L.L.C. 24240.07%1.25%2.36%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.12%0.53%1.01%Q4 2017Q3 202324
CREATIVE FINANCIAL DESIGNS INC /ADV 1420.00%0.02%0.05%Q4 2016Q3 202324
RFG Advisory, LLC 23230.05%0.33%1.46%Q1 2018Q3 202323
Stadion Money Management, LLC 2030.04%0.29%0.70%Q3 2016Q3 202223
AdvisorNet Financial, Inc 23230.00%0.14%0.63%Q1 2018Q3 202323
CreativeOne Wealth, LLC 23230.13%0.18%0.36%Q1 2018Q3 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2210.00%0.00%0.00%Q2 2016Q3 202323
NewSquare Capital LLC 1710.00%1.97%9.14%Q1 2014Q3 202323
AE Wealth Management LLC 2210.02%0.13%0.30%Q2 2017Q3 202323
STIFEL FINANCIAL CORP 1710.00%0.05%0.14%Q3 2014Q3 202322
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 22220.72%3.04%6.33%Q2 2018Q3 202322
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.10%0.20%Q2 2018Q3 202322
Versant Capital Management, Inc 22220.00%0.01%0.04%Q3 2018Q4 202322
FormulaFolio Investments, LLC 1650.04%0.37%1.64%Q3 2015Q2 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.07%Q3 2018Q3 202321
FMR LLC 21210.00%0.01%0.06%Q3 2018Q3 202321
Simplicity Solutions, LLC 2010.02%0.24%0.95%Q4 2015Q2 202321
Pinnacle Advisory Group, Inc. 2010.02%0.10%0.97%Q3 2013Q1 202121
Belpointe Asset Management LLC 1620.01%0.09%0.48%Q3 2017Q1 202321
Patriot Financial Group Insurance Agency, LLC 21210.01%0.09%0.34%Q3 2018Q3 202321
Capital Investment Advisory Services, LLC 20200.00%0.03%0.14%Q4 2018Q3 202320
Mutual Advisors, LLC 20200.02%0.09%0.34%Q4 2018Q3 202320
S. R. Schill & Associates 20202.05%2.75%3.90%Q4 2018Q3 202320
CWM, LLC 1110.00%0.02%0.25%Q3 2016Q3 202320
Keel Point, LLC 20200.07%0.42%1.63%Q4 2018Q3 202320
Raymond James Financial Services Advisors, Inc. 1310.00%0.02%0.04%Q1 2016Q3 202320
Diligent Investors, LLC 1640.09%0.97%2.20%Q3 2016Q3 202120
AlphaStar Capital Management, LLC 1910.12%0.79%1.75%Q2 2017Q3 202220
First PREMIER Bank 20200.00%0.00%0.01%Q4 2018Q3 202320
Cetera Advisor Networks LLC 20200.01%0.05%0.09%Q4 2018Q3 202320
SYNOVUS FINANCIAL CORP 1120.00%0.36%1.34%Q1 2017Q3 202319
Cedar Brook Financial Partners, LLC 19190.14%1.30%3.08%Q1 2019Q3 202319
Parallel Advisors, LLC 1630.00%0.07%0.45%Q1 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Westover Capital Advisors, LLC 1810.46%1.79%2.99%Q4 2017Q2 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.03%0.09%Q1 2019Q3 202319
Private Capital Group, LLC 18180.01%0.03%0.04%Q4 2017Q1 202218
American Portfolios Advisors 1530.00%0.09%0.38%Q1 2018Q3 202218
GUGGENHEIM CAPITAL LLC 1350.00%0.04%0.10%Q1 2018Q3 202318
First Heartland Consultants, Inc. 18180.16%1.37%4.10%Q2 2019Q3 202318
Capital Analysts, LLC 18180.00%0.08%1.50%Q2 2019Q3 202318
Atria Investments, Inc 1310.02%0.07%0.22%Q2 2017Q3 202318
Genesee Capital Advisors, LLC 990.28%2.47%3.52%Q1 2019Q3 202318
BlackRock Inc. 1710.00%0.00%0.00%Q4 2018Q2 202318
OneDigital Investment Advisors LLC 820.00%0.23%0.71%Q1 2018Q3 202317
Lattice Strategies LLC 1610.36%1.08%2.64%Q2 2013Q1 201917
First Allied Advisory Services, Inc. 1210.01%0.06%0.16%Q1 2015Q3 202017
Sowell Financial Services LLC 1020.05%0.11%0.22%Q4 2018Q3 202317
IndexIQ Advisors LLC 1220.00%0.10%1.20%Q4 2016Q1 202217
MML INVESTORS SERVICES, LLC 980.00%0.01%0.07%Q2 2019Q3 202317
FIFTH THIRD BANCORP 1610.00%0.00%0.00%Q4 2017Q3 202317
Money Design Co.,Ltd. 16160.00%0.75%2.12%Q4 2018Q3 202216
BLAIR WILLIAM & CO/IL 910.00%0.00%0.00%Q4 2018Q3 202316
SIGNET FINANCIAL MANAGEMENT, LLC 1120.02%0.06%0.12%Q1 2018Q3 202216
Private Advisor Group, LLC 1510.00%0.09%0.28%Q3 2014Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.51%2.88%5.66%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.00%0.02%0.10%Q4 2019Q3 202316
Arete Wealth Advisors, LLC 16160.04%0.37%1.00%Q4 2019Q3 202316
Apriem Advisors 910.00%0.86%4.28%Q2 2013Q2 201816
GenWealth Group, Inc. 1150.14%0.32%0.69%Q2 2017Q3 202316
BALLAST ADVISORS LLC 16160.02%0.07%0.29%Q4 2019Q3 202316
Global Retirement Partners, LLC 970.01%0.03%0.09%Q3 2019Q3 202316
Strategic Wealth Investment Group, LLC 16162.61%9.36%15.47%Q4 2019Q3 202316
Creative Planning 410.00%0.00%0.00%Q4 2014Q3 202315
Aveo Capital Partners, LLC 1050.07%0.55%1.80%Q4 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.08%0.14%0.26%Q1 2020Q3 202315
CALTON & ASSOCIATES, INC. 15150.06%0.11%0.24%Q4 2019Q2 202315
Wealthcare Advisory Partners LLC 710.00%0.01%0.07%Q3 2017Q3 202315
RAYMOND JAMES & ASSOCIATES 610.00%0.00%0.01%Q1 2016Q3 202315
Aspire Private Capital, LLC 1010.00%1.30%2.67%Q4 2018Q3 202315
Good Life Advisors, LLC 15150.04%0.37%1.13%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.09%0.33%Q2 2016Q4 201915
Municipal Employees' Retirement System of Michigan 1310.02%0.72%2.50%Q4 2019Q3 202314
Ellis Investment Partners, LLC 14140.00%0.00%0.01%Q2 2019Q3 202214
MSI Financial Services Inc 860.00%0.01%0.02%Q2 2013Q4 201614
Walkner Condon Financial Advisors LLC 770.08%0.25%0.64%Q4 2019Q3 202314
AGF INVESTMENTS INC. 860.00%0.01%0.02%Q3 2015Q1 201914
Integrated Wealth Concepts LLC 1040.01%0.17%0.35%Q1 2020Q3 202314
RHS Financial, LLC 14140.26%0.54%0.97%Q4 2018Q1 202214
First Horizon Advisors, Inc. 1110.00%0.03%0.10%Q4 2015Q3 202314
Cetera Advisors LLC 810.00%0.05%0.17%Q2 2018Q3 202314
FLAGSHIP HARBOR ADVISORS, LLC 1040.06%0.95%2.33%Q1 2020Q3 202314
Steward Partners Investment Advisory, LLC 1310.00%0.01%0.08%Q1 2020Q3 202314
MARINER INDEPENDENT ADVISOR NETWORK, LLC 860.14%0.65%1.56%Q4 2018Q3 202214
Charles Schwab Trust Co 1210.07%0.35%0.80%Q1 2020Q3 202313
GeoWealth Management, LLC 1110.01%0.24%1.32%Q3 2019Q3 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Fisher Asset Management, LLC 1210.00%0.58%1.11%Q1 2020Q3 202313
Virtu KCG Holdings LLC 530.01%0.03%0.07%Q4 2013Q2 201713
LINCOLN NATIONAL CORP 13130.01%0.01%0.01%Q3 2020Q3 202313
FIRST MANHATTAN CO. LLC. 13130.00%0.00%0.00%Q3 2020Q3 202313
Baystate Wealth Management LLC 1210.00%0.11%0.30%Q4 2018Q3 202313
Global Financial Private Capital, Inc 1210.00%0.44%0.75%Q1 2017Q2 202013
Kestra Advisory Services, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
Endurance Wealth Management, Inc. 13130.00%0.00%0.00%Q2 2020Q2 202313
Jacobi Capital Management LLC 13130.04%0.15%0.18%Q3 2020Q3 202313
NEXT Financial Group, Inc 760.00%0.06%0.38%Q3 2018Q4 202113
Newbridge Financial Services Group, Inc. 13130.00%0.01%0.01%Q3 2020Q3 202313
Boltwood Capital Management 12120.15%0.36%0.60%Q1 2021Q4 202312
Peak Capital Management LLC 12126.71%12.73%20.31%Q2 2017Q1 202012
Avidian Wealth Solutions, LLC 750.02%0.56%1.22%Q1 2020Q3 202312
US BANCORP \DE\ 1010.00%0.00%0.00%Q4 2017Q3 202312
Joseph P. Lucia & Associates, LLC 620.00%0.03%0.06%Q1 2019Q2 202212
PARK AVENUE SECURITIES LLC 1110.09%0.13%0.16%Q2 2019Q3 202312
Koshinski Asset Management, Inc. 610.00%0.13%0.31%Q2 2018Q3 202312
Strategic Advisors LLC 620.14%0.85%1.18%Q4 2018Q1 202312
AllGen Financial Advisors, Inc. 12127.75%11.07%15.41%Q4 2020Q3 202312
Renaissance Technologies 410.00%0.00%0.01%Q1 2019Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Baird Financial Group, Inc. 530.00%0.01%0.01%Q1 2016Q3 202312
Capital Asset Advisory Services LLC 1110.00%0.04%0.07%Q4 2019Q4 202212
Cetera Investment Advisers 12120.01%0.06%0.17%Q4 2020Q3 202312
Landmark Financial Advisors, LLC 12120.33%2.24%3.31%Q1 2016Q4 201812
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.25%0.35%0.40%Q4 2020Q3 202312
NewEdge Advisors, LLC 610.00%0.03%0.17%Q4 2019Q3 202312
Bay Harbor Wealth Management, LLC 720.00%0.13%0.66%Q4 2018Q4 202212
USAdvisors Wealth Management, LLC 12120.18%0.46%0.63%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.03%0.14%0.54%Q4 2020Q3 202312
Stonebridge Capital Advisors LLC 1110.00%0.00%0.01%Q2 2020Q3 202312
Frontier Wealth Management LLC 11110.25%0.50%1.10%Q3 2016Q1 201911
IHT Wealth Management, LLC 11110.04%0.15%0.62%Q1 2021Q3 202311
O'Brien Wealth Partners LLC 11110.96%5.02%6.70%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
PFG Advisors 11110.05%0.12%0.14%Q1 2021Q3 202311
Advisory Alpha, LLC 620.02%0.64%1.68%Q1 2017Q4 202211
V Wealth Advisors LLC 11110.44%0.54%0.61%Q4 2020Q2 202311
Charles Schwab Investment Advisory, Inc. 510.00%0.06%0.25%Q4 2018Q4 202211
ACCURATE INVESTMENT SOLUTIONS, INC. 910.01%0.12%0.30%Q4 2015Q1 202011
TWO SIGMA SECURITIES, LLC 620.00%0.07%0.19%Q2 2019Q3 202311
INTEGRATED CAPITAL MANAGEMENT, INC. 11111.00%1.34%3.16%Q1 2021Q3 202311
LifePlan Financial Group, Inc 11110.05%0.20%0.62%Q1 2018Q3 202011
Teamwork Financial Advisors, LLC 1010.04%0.66%1.72%Q4 2019Q3 202311
Main Street Financial Solutions, LLC 11110.03%0.08%0.12%Q4 2020Q2 202311
MGO ONE SEVEN LLC 1010.01%0.04%0.06%Q4 2018Q4 202211
Brookstone Capital Management 11110.01%0.10%0.34%Q1 2021Q3 202311
Financial Gravity Asset Management, Inc. 510.00%0.10%0.19%Q3 2018Q4 202111
Intrua Financial, LLC 11110.11%0.32%0.65%Q3 2020Q1 202311
CENTAURUS FINANCIAL, INC. 410.00%0.34%0.88%Q4 2017Q2 202311
Clearview Wealth Advisors LLC 11110.00%0.09%0.69%Q4 2020Q2 202311
Orion Portfolio Solutions, LLC 830.00%0.02%0.03%Q4 2019Q3 202311
Strategic Investment Advisors / MI 810.04%0.15%0.68%Q4 2018Q1 202311
WEDBUSH SECURITIES INC 710.03%0.04%0.06%Q2 2018Q2 202311
COMMONWEALTH EQUITY SERVICES, LLC 830.00%0.00%0.01%Q2 2020Q3 202311
Voya Financial Advisors, Inc. 510.01%0.22%0.92%Q4 2015Q1 202110
MCMORGAN & CO LLC 10100.65%2.67%4.43%Q2 2021Q3 202310
Redwood Investment Management, LLC 10100.20%1.42%2.45%Q2 2021Q3 202310
Tuttle Capital Management, LLC 310.13%0.69%1.49%Q1 2014Q1 201910
Accel Wealth Management 10100.01%0.03%0.11%Q4 2020Q1 202310
CFS Investment Advisory Services, LLC 910.24%1.06%1.89%Q4 2020Q3 202310
Antonetti Capital Management LLC 910.00%0.02%0.02%Q2 2010Q3 202310
Friedenthal Financial 910.27%1.63%4.97%Q4 2018Q3 202110
Betterment LLC 10100.00%0.03%0.05%Q2 2021Q3 202310
HUNTINGTON NATIONAL BANK 10100.00%0.00%0.00%Q2 2021Q3 202310
PRIVATE TRUST CO NA 820.02%0.05%0.08%Q2 2019Q3 202310
Vestmark Advisory Solutions, Inc. 10100.10%0.13%0.18%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.03%0.08%Q1 2021Q3 202310
INSIGHT 2811, INC. 10100.16%0.57%1.03%Q4 2017Q1 202010
Lake Point Wealth Management 520.00%0.04%0.38%Q4 2018Q2 202210
Horizon Investments, LLC 820.30%0.88%2.07%Q2 2018Q3 202310
BANK OF MONTREAL /CAN/ 710.00%0.00%0.00%Q4 2020Q3 202310
Csenge Advisory Group 710.00%0.08%0.49%Q3 2018Q3 202310
WealthShield Partners, LLC 510.00%0.01%0.03%Q1 2018Q1 202310
HBW ADVISORY SERVICES LLC 820.05%0.10%0.19%Q3 2020Q3 202310
Intelligence Driven Advisers, LLC 10100.07%2.64%6.10%Q3 2020Q4 202210
Silicon Hills Wealth Management, LLC 10100.20%1.68%3.36%Q4 2019Q1 202210
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 990.11%0.28%0.43%Q3 2021Q3 20239
SCS Capital Management LLC 990.01%0.42%1.84%Q4 2018Q4 20209
Castleview Partners, LLC 810.04%0.24%0.48%Q2 2021Q3 20239
Austin Private Wealth, LLC 540.08%0.14%0.20%Q4 2019Q3 20239
WOLVERINE TRADING, LLC 510.00%0.01%0.04%Q2 2016Q3 20229
Rosenberg Matthew Hamilton 990.00%0.02%0.04%Q3 2021Q3 20239
TECTONIC ADVISORS LLC 990.00%1.11%3.11%Q4 2020Q4 20229
CITIZENS & NORTHERN CORP 990.16%0.36%0.52%Q3 2021Q3 20239
CAPTRUST FINANCIAL ADVISORS 610.00%0.00%0.01%Q3 2018Q2 20229
PFS INVESTMENTS INC. 720.13%0.46%1.42%Q2 2018Q2 20239
55I, LLC 990.16%0.32%0.60%Q1 2020Q1 20229
ADVANTAGE INVESTMENT MANAGEMENT, LLC 410.00%0.19%0.72%Q4 2014Q2 20189
Hartford Financial Management Inc. 990.00%0.00%0.01%Q1 2020Q1 20229
Beacon Capital Management, Inc. 310.00%0.82%7.21%Q3 2016Q2 20219
FLOW TRADERS U.S. LLC 210.01%0.63%1.27%Q3 2018Q3 20239
TRUIST FINANCIAL CORP 990.00%0.03%0.08%Q3 2021Q3 20239
Allworth Financial LP 510.00%0.00%0.02%Q1 2020Q3 20239
Mariner, LLC 990.00%0.02%0.04%Q3 2021Q3 20239
Nan Shan Life Insurance Co., Ltd. 992.96%7.13%8.68%Q3 2021Q3 20239
AVANTAX ADVISORY SERVICES, INC. 990.02%0.04%0.06%Q3 2021Q3 20239
OLD NATIONAL BANCORP /IN/ 990.08%0.13%0.20%Q3 2021Q3 20239
Stratos Wealth Partners, LTD. 710.00%0.04%0.10%Q3 2016Q3 20239
BB&T SECURITIES, LLC 410.00%0.03%0.16%Q1 2016Q3 20199
Bellwether Advisors, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
Equitable Holdings, Inc. 810.01%0.03%0.08%Q1 2020Q3 20239
Alexandria Capital, LLC 630.07%0.27%0.37%Q2 2019Q3 20219
Carmichael Hill & Associates, Inc. 990.00%0.01%0.02%Q4 2019Q4 20219
Raleigh Capital Management Inc. 880.23%0.72%1.74%Q4 2021Q3 20238
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
ROWLAND CARMICHAEL ADVISORS INC /ADV 620.14%0.24%0.50%Q4 2017Q4 20208
Ausdal Financial Partners, Inc. 410.01%0.14%0.43%Q4 2015Q3 20228
AFFINITY WEALTH MANAGEMENT LLC 620.16%0.61%3.17%Q1 2015Q1 20208
BAILARD, INC. 530.08%0.10%0.11%Q4 2017Q3 20238
Tower Research Capital LLC (TRC) 510.00%0.00%0.01%Q3 2016Q2 20238
Ancora Advisors LLC 710.00%0.00%0.00%Q4 2019Q2 20228
HRT FINANCIAL LP 310.00%0.03%0.06%Q1 2020Q3 20238
Buttonwood Financial Group, LLC 880.55%3.33%5.70%Q1 2022Q4 20238
Centric Wealth Management 881.38%1.83%1.99%Q4 2018Q3 20208
Ascent Group, LLC 880.07%0.15%0.24%Q4 2021Q3 20238
Strategic Blueprint, LLC 310.01%0.06%0.18%Q3 2019Q3 20228
Gradient Investments LLC 420.00%0.34%1.05%Q3 2020Q3 20238
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.01%0.01%0.03%Q1 2020Q3 20238
Aspire Wealth Management Corp 880.00%0.00%0.01%Q4 2021Q3 20238
Paulson Wealth Management Inc. 880.39%2.04%2.65%Q4 2018Q3 20208
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 880.27%1.26%1.58%Q1 2017Q4 20188
Lloyd Advisory Services, LLC. 710.00%0.45%1.18%Q2 2020Q4 20228
SHEPHERD KAPLAN KROCHUK, LLC 885.72%8.54%10.83%Q2 2020Q1 20228
INVESTMENT CENTERS OF AMERICA INC 880.02%0.04%0.04%Q3 2015Q2 20178
Lucia Wealth Services, LLC 620.11%0.69%1.68%Q1 2018Q3 20208
Mirae Asset Global Investments Co., Ltd. 880.00%0.02%0.03%Q3 2021Q2 20238
COLTON GROOME FINANCIAL ADVISORS, LLC 880.19%0.59%1.27%Q4 2021Q3 20238
Frontier Asset Management, LLC 881.67%6.70%13.15%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.16%0.41%Q4 2021Q3 20238
HighTower Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Donald L. Hagan, LLC 880.27%0.42%0.54%Q4 2021Q3 20238
Tranquilli Financial Advisor LLC 880.21%0.35%0.71%Q4 2021Q3 20238
Financial Advisory Group 622.56%3.17%3.66%Q3 2019Q3 20238
Gladstone Institutional Advisory LLC 710.04%0.16%0.30%Q1 2020Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.00%0.21%1.19%Q4 2020Q1 20238
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 880.01%0.01%0.02%Q1 2020Q4 20218
Security Financial Services, INC. 880.80%1.68%2.44%Q4 2021Q3 20238
AJ WEALTH STRATEGIES, LLC 880.05%0.06%0.08%Q1 2018Q4 20198
Lifeworks Advisors, LLC 770.13%0.49%0.92%Q4 2021Q2 20237
Retirement Group, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
CULLEN/FROST BANKERS, INC. 610.00%0.00%0.00%Q3 2020Q3 20237
Robinson Value Management, Ltd. 770.92%2.73%3.20%Q1 2022Q3 20237
Stratos Wealth Advisors, LLC 520.01%0.11%0.26%Q1 2020Q1 20227
Atria Wealth Solutions, Inc. 770.05%0.06%0.08%Q1 2022Q3 20237
AMERICAN INTERNATIONAL GROUP, INC. 770.00%0.00%0.01%Q3 2014Q1 20167
Optimal Asset Management, Inc. 770.06%0.10%0.16%Q1 2020Q3 20217
Cerity Partners LLC 770.06%0.11%0.15%Q1 2021Q3 20227
Smart Money Group LLC 510.61%0.95%1.51%Q4 2019Q2 20237
Greystone Financial Group, LLC 771.19%1.42%1.71%Q4 2020Q2 20227
SIGNATUREFD, LLC 610.00%0.00%0.00%Q1 2020Q3 20237
CLIENT 1ST ADVISORY GROUP, LLC 770.14%1.05%2.31%Q4 2019Q2 20217
PINNACLE FINANCIAL PARTNERS INC 770.54%1.00%1.48%Q2 2019Q4 20207
J2 Capital Management Inc 770.96%1.32%2.04%Q4 2021Q2 20237
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
FOUNDERS FINANCIAL SECURITIES LLC 520.04%0.22%0.64%Q2 2018Q4 20227
Hudock, Inc. 770.01%0.01%0.01%Q2 2019Q4 20207
LEVEL FOUR ADVISORY SERVICES, LLC 770.02%0.26%0.56%Q1 2020Q3 20217
Avior Wealth Management, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
FDx Advisors, Inc. 510.13%0.53%1.04%Q4 2015Q3 20237
Prospera Financial Services Inc 310.03%1.22%4.72%Q3 2014Q3 20237
FIRST NATIONAL CORP /MA/ /ADV 610.17%0.46%1.24%Q4 2018Q3 20237
Savior LLC 770.10%0.82%4.92%Q4 2019Q2 20217
Larson Financial Group LLC 410.00%0.00%0.00%Q4 2020Q3 20237
Truadvice, LLC 610.08%0.24%0.50%Q3 2020Q3 20227
Concert Wealth Management Inc. 770.04%0.23%0.40%Q3 2015Q1 20177
GOLDMAN SACHS GROUP INC 310.00%0.00%0.02%Q2 2014Q3 20237
SEI INVESTMENTS CO 210.00%0.00%0.00%Q3 2015Q2 20187
Wealthsimple US, Ltd. 664.73%10.85%13.65%Q4 2019Q1 20216
Realta Investment Advisors 220.00%0.00%0.01%Q1 2019Q3 20236
FIFTH THIRD SECURITIES, INC. 330.04%1.32%3.01%Q2 2021Q4 20226
Tevis Investment Management 410.00%0.32%0.48%Q4 2021Q3 20236
Lehman & Derafelo Financial Resources LLC 660.00%0.01%0.01%Q1 2020Q2 20216
HERITAGE WEALTH MANAGEMENT, LLC 420.04%0.08%0.13%Q2 2021Q4 20226
KWB Wealth 660.26%0.44%0.58%Q2 2022Q3 20236
Eldridge Investment Advisors, Inc. 210.11%0.26%0.69%Q4 2019Q2 20236
Knowledge Leaders Capital, LLC 421.39%11.01%33.66%Q3 2016Q4 20196
Beaumont Financial Partners, LLC 410.12%0.23%0.35%Q1 2019Q4 20206
SALEM INVESTMENT COUNSELORS INC 660.00%0.00%0.00%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Summit Global Investments 510.15%0.28%0.53%Q1 2022Q3 20236
ALTFEST L J & CO INC 660.26%3.16%8.47%Q2 2022Q3 20236
Ironwood Financial, llc 660.00%0.00%0.00%Q2 2020Q3 20216
SCOTIA CAPITAL INC. 510.00%0.00%0.00%Q2 2020Q3 20226
Tatro Capital, LLC 510.21%0.35%0.60%Q4 2019Q4 20216
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q1 2021Q3 20236
Lenox Wealth Advisors, LLC 660.00%0.17%0.99%Q3 2020Q4 20216
Narus Financial Partners, LLC 510.19%0.29%0.52%Q1 2022Q3 20236
Bridge Advisory, LLC 660.60%1.74%2.56%Q2 2022Q3 20236
Columbus Macro, LLC 510.74%0.87%1.23%Q2 2018Q3 20236
Spectrum Management Group, LLC 410.01%0.07%0.23%Q4 2017Q3 20196
Detalus Advisors, LLC 660.18%1.19%2.51%Q2 2022Q3 20236
Financial Strategies Group, Inc. 220.11%0.18%0.26%Q4 2019Q2 20226
AVALON CAPITAL MANAGEMENT 310.29%1.50%3.04%Q2 2015Q2 20176
Simplicity Wealth,LLC 330.20%0.71%1.42%Q4 2021Q3 20236
Crewe Advisors LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Cooper Financial Group 660.36%0.92%1.58%Q3 2019Q4 20206
JOURNEY STRATEGIC WEALTH LLC 660.14%0.19%0.25%Q2 2022Q3 20236
OLD MISSION CAPITAL LLC 310.01%0.04%0.12%Q2 2019Q3 20236
Lido Advisors, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
GM Advisory Group, LLC 660.69%3.50%4.60%Q2 2022Q3 20236
JFS WEALTH ADVISORS, LLC 410.00%0.00%0.00%Q4 2018Q4 20216
MATHER GROUP, LLC. 660.05%0.07%0.12%Q2 2022Q3 20236
Occidental Asset Management, LLC 550.11%0.19%0.32%Q2 2018Q2 20195
Cardan Capital Partners, LLC 550.75%1.83%2.88%Q1 2020Q1 20215
Golden State Wealth Management, LLC 310.01%0.01%0.02%Q1 2019Q3 20205
Goodman Advisory Group, LLC 550.24%2.13%5.51%Q3 2022Q3 20235
Swaine & Leidel Wealth Services, LLC 551.29%4.70%10.21%Q4 2018Q4 20195
AVIANCE CAPITAL MANAGEMENT, LLC 210.00%0.03%0.10%Q4 2015Q4 20185
AMJ Financial Wealth Management 552.24%2.84%3.63%Q1 2022Q1 20235
WBI INVESTMENTS, LLC 210.41%4.64%9.81%Q4 2017Q2 20225
VIVID FINANCIAL MANAGEMENT, INC. 550.40%0.70%1.14%Q4 2019Q4 20205
Madden Advisory Services, Inc. 550.01%0.01%0.01%Q2 2013Q2 20145
Danda Trouve Investment Management, Inc. 550.00%0.00%0.00%Q4 2019Q4 20205
Canal Capital Management, LLC 320.29%1.15%2.21%Q2 2018Q3 20195
TOWNSQUARE CAPITAL LLC 550.87%1.12%1.37%Q3 2022Q3 20235
Financial Advocates Investment Management 410.02%0.08%0.22%Q4 2020Q3 20235
Hedeker Wealth, LLC 550.28%1.36%2.39%Q3 2022Q3 20235
Key FInancial Inc 550.00%0.00%0.00%Q3 2022Q3 20235
JT Stratford LLC 550.19%0.22%0.27%Q2 2022Q2 20235
Tennessee Valley Asset Management Partners 550.89%2.61%3.41%Q3 2022Q3 20235
DEUTSCHE BANK AG\ 410.00%0.00%0.00%Q2 2019Q3 20205
D.A. DAVIDSON & CO. 310.00%0.00%0.01%Q2 2016Q4 20175
Blackhawk Capital Partners LLC. 310.02%1.93%5.22%Q4 2017Q1 20235
PARAMETRIC PORTFOLIO ASSOCIATES LLC 410.00%0.00%0.00%Q2 2020Q4 20215
New Harbor Financial Group, LLC 440.05%2.64%6.92%Q4 2022Q3 20235
Perigon Wealth Management, LLC 410.00%0.06%0.14%Q4 2020Q3 20235
Argentus Capital Management, LLC 550.00%0.55%2.26%Q3 2015Q3 20165
Spartan Planning & Wealth Management 410.00%0.00%0.00%Q1 2022Q3 20235
Sound Income Strategies, LLC 210.00%0.00%0.01%Q4 2018Q2 20235
Strategic Asset Management, LLC 550.10%0.14%0.19%Q3 2021Q3 20225
Legacy Capital Partners, Inc. 550.12%0.19%0.25%Q2 2020Q2 20215
WealthOne, LLC 310.17%0.56%0.93%Q4 2018Q4 20205
St. Johns Investment Management Company, LLC 550.00%0.02%0.03%Q4 2016Q4 20175
MONECO Advisors, LLC 550.12%0.14%0.17%Q3 2022Q3 20235
Westside Investment Management, Inc. 410.00%0.02%0.03%Q1 2017Q4 20215
PRUDENTIAL FINANCIAL INC 210.00%0.00%0.00%Q3 2016Q3 20235
Trilogy Capital Inc. 410.18%0.43%0.54%Q1 2022Q3 20235
True North Advisors, LLC 410.04%0.05%0.06%Q2 2020Q4 20215
INNEALTA CAPITAL, LLC 410.13%0.24%0.49%Q1 2020Q2 20215
Jump Financial, LLC 310.02%0.15%0.38%Q3 2021Q3 20235
Global Wealth Management Investment Advisory, Inc. 310.00%0.01%0.02%Q4 2018Q1 20225
Tempus Wealth Planning, LLC 410.42%1.34%4.76%Q4 2019Q3 20235
HORIZON FINANCIAL SERVICES, LLC 550.78%1.66%2.72%Q3 2021Q3 20225
Private Wealth Strategies, L.L.C. 550.89%1.15%1.51%Q4 2019Q4 20205
FINANCIAL LIFE ADVISORS 550.68%2.46%3.49%Q3 2022Q3 20235
Centennial Wealth Advisory LLC 550.15%0.35%0.50%Q1 2021Q1 20225
CoreCap Advisors, LLC 550.01%0.08%0.12%Q4 2021Q4 20225
Red Tortoise LLC 410.60%0.81%0.89%Q3 2021Q3 20235
Center For Asset Management LLC 550.19%0.23%0.28%Q2 2021Q2 20225
WFG Advisors, LP 210.00%0.02%0.06%Q4 2014Q3 20164
Alliance Wealth Advisors, LLC /UT 440.20%0.23%0.26%Q4 2022Q3 20234
Scissortail Wealth Management, LLC 440.58%2.34%6.29%Q4 2022Q3 20234
PEAK FINANCIAL ADVISORS LLC 310.17%3.21%5.42%Q4 2021Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.03%0.06%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.03%0.07%0.10%Q4 2022Q3 20234
LIBERTY WEALTH MANAGEMENT LLC 310.00%0.00%0.01%Q2 2019Q1 20214
Foster Victor Wealth Advisors, LLC 440.56%0.65%0.73%Q4 2022Q3 20234
Congress Wealth Management LLC / DE / 440.01%0.15%0.30%Q4 2021Q3 20224
United Asset Strategies, Inc. 220.06%0.07%0.08%Q4 2017Q4 20184
Carroll Financial Associates, Inc. 310.00%0.05%0.18%Q3 2020Q4 20214
Fortis Group Advisors, LLC 310.13%1.57%2.48%Q3 2020Q3 20234
Wallace Advisory Group, LLC 440.19%0.21%0.22%Q4 2022Q3 20234
Ford Financial Group, LLC 440.46%0.65%0.87%Q1 2022Q4 20224
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q2 2022Q1 20234
PIERSHALE FINANCIAL GROUP, INC. 210.01%6.80%13.88%Q4 2015Q1 20194
CABANA LLC 440.18%0.25%0.39%Q3 2019Q2 20204
MEEDER ASSET MANAGEMENT INC 310.00%0.00%0.00%Q4 2020Q1 20224
Visionary Wealth Advisors 310.10%0.15%0.21%Q1 2020Q4 20214
Professional Financial Advisors, LLC 440.02%0.04%0.07%Q4 2021Q3 20224
Van Hulzen Asset Management, LLC 220.03%0.04%0.04%Q1 2021Q2 20224
MILESTONE WEALTH, LLC 440.22%0.98%1.78%Q4 2021Q3 20224
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 210.00%0.00%0.00%Q3 2020Q1 20224
EverSource Wealth Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
ROMAN BUTLER FULLERTON & CO 440.12%0.19%0.22%Q4 2022Q3 20234
Cornerstone Wealth Group, LLC 440.32%0.74%1.87%Q4 2022Q3 20234
Beacon Capital Management, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Wealthsimple Inc. 440.06%0.07%0.08%Q4 2021Q3 20224
JUNCTURE WEALTH STRATEGIES, LLC 440.11%0.14%0.17%Q2 2018Q1 20194
Horst & Graben Wealth Management LLC 440.30%0.41%0.64%Q1 2020Q4 20204
Investors Financial Group, LLC 440.21%0.37%0.56%Q2 2020Q1 20214
Clear Creek Financial Management, LLC 220.49%0.86%1.74%Q4 2020Q3 20234
Prostatis Group LLC 440.27%0.93%2.03%Q4 2019Q3 20204
KESTRA PRIVATE WEALTH SERVICES, LLC 440.02%0.03%0.03%Q3 2022Q2 20234
DFPG INVESTMENTS, LLC 440.05%0.11%0.16%Q4 2022Q3 20234
Financial Designs Corp 442.38%2.73%2.95%Q4 2022Q3 20234
Curi Wealth Management, LLC 310.00%0.00%0.00%Q4 2020Q2 20224
Leading Edge Financial Planning LLC 440.20%0.30%0.40%Q4 2022Q3 20234
Sage Capital Advisors,llc 210.23%0.34%0.55%Q3 2018Q1 20224
Brouwer & Janachowski, LLC 440.06%8.50%12.17%Q1 2016Q4 20164
Atlas Private Wealth Advisors 310.00%0.79%1.87%Q1 2021Q1 20224
Executive Wealth Management, LLC 220.28%0.40%0.51%Q2 2019Q2 20204
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2019Q2 20224
Hayden Royal, LLC 210.14%0.20%0.28%Q4 2019Q2 20214
Astoria Portfolio Advisors LLC. 442.39%3.18%4.63%Q4 2022Q3 20234
RAYMOND JAMES TRUST N.A. 440.01%0.01%0.01%Q4 2022Q3 20234
Savant Capital, LLC 440.06%0.12%0.25%Q3 2022Q2 20234
Farther Finance Advisors, LLC 440.06%0.09%0.11%Q4 2022Q3 20234
E&G Advisors, LP 440.69%0.75%0.80%Q4 2022Q3 20234
Avion Wealth 440.00%0.00%0.00%Q2 2021Q1 20224
Snowden Capital Advisors LLC 310.01%0.01%0.01%Q2 2019Q4 20214
IFG Advisory, LLC 220.13%0.55%0.79%Q2 2020Q3 20234
Wagner Wealth Management, LLC 310.00%0.01%0.01%Q4 2020Q2 20234
Capital Planning LLC 310.22%0.49%1.13%Q2 2021Q4 20224
Vertex Planning Partners, LLC 440.17%0.25%0.33%Q4 2022Q3 20234
Summit Trail Advisors, LLC 440.05%0.55%0.91%Q4 2022Q3 20234
KM Capital Management Ltd. 442.00%2.70%3.47%Q4 2022Q3 20234
VSR Financial Services, Inc. 220.04%0.08%0.13%Q4 2014Q2 20164
Latitude Advisors, LLC 310.30%0.49%0.67%Q1 2021Q3 20234
Blueprint Investment Partners LLC 310.48%1.89%2.68%Q2 2020Q4 20214
FIRST TRUST ADVISORS LP 110.00%0.00%0.00%Q1 2016Q1 20204
WNY Asset Management, LLC 440.24%1.19%1.62%Q4 2022Q3 20234
Virtu Financial LLC 210.01%0.02%0.02%Q3 2017Q1 20194
TD Waterhouse Canada Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
BAKER TILLY WEALTH MANAGEMENT, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Arkadios Wealth Advisors 220.00%0.04%0.08%Q2 2021Q3 20234
Pinkerton Retirement Specialists, LLC 440.44%0.83%1.86%Q1 2019Q4 20194
SageGuard Financial Group, LLC 440.31%1.30%4.22%Q4 2020Q3 20214
Coppell Advisory Solutions LLC 210.06%0.12%0.14%Q4 2022Q3 20233
25 LLC 331.20%1.29%1.41%Q1 2023Q3 20233
Clifford Group, LLC 330.84%1.18%1.72%Q1 2023Q3 20233
Archer Investment Corp 330.00%0.00%0.00%Q4 2018Q2 20193
Selective Wealth Management, Inc. 330.00%0.00%0.01%Q1 2022Q3 20223
MUFG Americas Holdings Corp 330.00%0.00%0.00%Q3 2019Q1 20203
Oakworth Capital, Inc. 210.00%0.00%0.00%Q4 2020Q2 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 211.60%1.62%1.65%Q4 2022Q3 20233
ProVise Management Group, LLC 210.09%0.10%0.12%Q2 2013Q3 20143
ATTICUS WEALTH MANAGEMENT, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
FINANCIAL CONSULATE, INC 332.84%3.73%4.20%Q2 2020Q4 20203
Roundview Capital LLC 330.10%0.12%0.16%Q2 2013Q4 20133
First Trust Bank, Ltd. 3366.48%79.85%86.57%Q4 2022Q2 20233
WINTRUST INVESTMENTS LLC 210.06%0.06%0.07%Q4 2019Q3 20213
FIRST HORIZON CORP 330.00%0.00%0.00%Q4 2020Q2 20213
Iron Horse Wealth Management, LLC 210.00%0.00%0.00%Q4 2020Q3 20233
Balboa Wealth Partners 330.09%0.10%0.12%Q3 2022Q1 20233
NATIONAL BANK OF CANADA /FI/ 330.00%0.00%0.00%Q1 2023Q3 20233
American Trust 330.02%0.02%0.02%Q4 2022Q2 20233
U.S. Capital Wealth Advisors, LLC 210.00%0.02%0.04%Q4 2022Q3 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.12%0.19%0.24%Q1 2023Q3 20233
LGT Financial Advisors LLC 210.10%0.14%0.19%Q4 2022Q3 20233
Fullerton Fund Management Co Ltd. 330.93%1.58%2.01%Q4 2017Q2 20183
Penserra Capital Management LLC 210.00%0.01%0.01%Q2 2019Q1 20203
Total Clarity Wealth Management, Inc. 210.01%0.01%0.01%Q3 2021Q2 20223
Outlook Wealth Advisors, LLC 210.09%0.31%0.70%Q2 2020Q2 20233
Archford Capital Strategies, LLC 330.06%0.08%0.09%Q2 2020Q4 20203
West Wealth Group, LLC 330.22%0.36%0.46%Q1 2023Q3 20233
Foundations Investment Advisors, LLC 210.03%0.33%0.94%Q4 2018Q3 20233
Formidable Asset Management, LLC 331.72%3.45%6.09%Q3 2019Q1 20203
Blue Chip Partners, LLC 330.15%0.16%0.16%Q4 2022Q2 20233
Family Asset Management, LLC 330.02%0.05%0.07%Q4 2022Q2 20233
Kalos Management, Inc. 330.02%0.02%0.02%Q4 2022Q2 20233
Sonora Investment Management, LLC 210.00%0.00%0.00%Q3 2019Q3 20203
Rooted Wealth Advisors, Inc. 330.16%1.14%1.71%Q4 2022Q2 20233
Model Capital Management LLC 330.26%0.35%0.44%Q3 2020Q1 20213
Prime Capital Investment Advisors, LLC 210.02%0.02%0.02%Q4 2021Q2 20233
SageView Advisory Group, LLC 210.03%0.04%0.05%Q4 2022Q3 20233
Advisor Resource Council 110.07%0.50%1.29%Q2 2021Q2 20223
FirstPurpose Wealth LLC 330.09%0.10%0.11%Q1 2023Q3 20233
JMAC ENTERPRISES LLC 330.57%0.57%0.58%Q1 2023Q3 20233
SFG Wealth Management, LLC. 210.52%2.05%4.58%Q4 2021Q2 20233
CHOREO, LLC 330.24%0.26%0.29%Q1 2023Q3 20233
IMC-Chicago, LLC 210.00%0.00%0.01%Q1 2021Q1 20233
Continuum Advisory, LLC 330.06%0.07%0.08%Q1 2022Q3 20223
EXCHANGE TRADED CONCEPTS, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Tidal Investments LLC 110.56%3.46%8.97%Q3 2020Q1 20233
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Hobart Private Capital, LLC 330.95%6.72%17.80%Q1 2023Q3 20233
ETRADE Capital Management LLC 330.01%0.03%0.05%Q1 2020Q3 20203
Procyon Advisors, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Hofer & Associates. Inc 330.20%0.21%0.22%Q4 2022Q2 20233
Perennial Investment Advisors, LLC 330.23%0.32%0.47%Q1 2023Q3 20233
Strategic Wealth Partners, Ltd. 330.05%0.19%0.49%Q4 2018Q2 20193
Asset Dedication, LLC 110.00%0.00%0.01%Q3 2018Q3 20203
DRW Securities, LLC 330.01%0.03%0.04%Q2 2013Q4 20133
Bluefin Trading, LLC 210.04%0.10%0.20%Q2 2013Q1 20143
Snider Financial Group 331.70%2.25%3.14%Q1 2023Q3 20233
Herold Advisors, Inc. 330.22%0.24%0.25%Q1 2023Q3 20233
Alaska Wealth Advisors 330.01%0.02%0.02%Q1 2023Q3 20233
Founders Financial Alliance, LLC 210.00%0.00%0.01%Q4 2020Q2 20233
Braun-Bostich & Associates Inc. 330.00%0.01%0.01%Q4 2019Q2 20203
ICA Group Wealth Management, LLC 330.00%0.03%0.04%Q4 2022Q2 20233
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 330.51%0.52%0.54%Q2 2022Q4 20223
Plan Group Financial, LLC 210.22%3.23%8.66%Q2 2022Q3 20233
Paradigm Financial Partners, LLC 330.12%0.14%0.17%Q1 2019Q3 20193
Plante Moran Financial Advisors, LLC 110.00%0.00%0.01%Q4 2019Q3 20233
QCM Cayman, Ltd. 210.23%0.80%1.47%Q4 2020Q4 20213
PRING TURNER CAPITAL GROUP INC 330.32%0.41%0.46%Q1 2014Q3 20143
BENJAMIN F. EDWARDS & COMPANY, INC. 210.00%0.00%0.00%Q3 2017Q2 20193
Arcadia Wealth Management, LLC 330.17%0.61%0.89%Q4 2022Q2 20233
Bogart Wealth, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BAIRD ROBERT W & CO INC /WI/ 330.01%0.02%0.02%Q3 2014Q1 20153
Almanack Investment Partners, LLC. 331.74%2.37%3.02%Q4 2016Q2 20173
Carmel Capital Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
HOWE & RUSLING INC 330.00%0.00%0.00%Q3 2021Q1 20223
PETRA FINANCIAL ADVISORS INC 211.63%2.04%2.48%Q4 2022Q3 20233
NWAM LLC 110.05%0.06%0.08%Q2 2020Q4 20202
Trek Financial, LLC 110.21%0.30%0.39%Q4 2018Q1 20222
MOLLER WEALTH PARTNERS 220.14%0.15%0.16%Q4 2015Q1 20162
Weaver Consulting Group 220.00%0.00%0.00%Q2 2020Q3 20202
Valeo Financial Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
J Arnold Wealth Management Co 220.03%0.08%0.13%Q4 2019Q1 20202
Magnus Financial Group LLC 220.03%0.04%0.04%Q4 2019Q1 20202
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.01%0.01%Q2 2023Q3 20232
Annapolis Financial Services, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Copperleaf Capital, LLC 220.38%0.39%0.40%Q2 2020Q3 20202
G&S Capital LLC 110.03%0.07%0.11%Q3 2019Q1 20202
Leicht Financial Planning & Wealth Management, Inc. 220.28%0.95%1.62%Q4 2019Q1 20202
MGO Private Wealth, LLC 220.21%0.35%0.50%Q3 2022Q4 20222
Impact Partnership Wealth, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
L.M. KOHN & COMPANY 220.13%0.14%0.14%Q2 2023Q3 20232
GREAT VALLEY ADVISOR GROUP, INC. 110.29%0.68%1.06%Q1 2020Q3 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
WOLFF WIESE MAGANA LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Stone House Investment Management, LLC 220.14%0.15%0.17%Q3 2019Q4 20192
Barber Financial Group, Inc. 220.08%0.11%0.15%Q1 2019Q2 20192
Pettinga Financial Advisors LLC 220.09%0.10%0.11%Q2 2022Q3 20222
Gainplan LLC 221.44%1.54%1.64%Q3 2019Q4 20192
Blue Trust, Inc. 220.00%0.00%0.01%Q4 2022Q1 20232
Camarda Financial Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
ZEKE CAPITAL ADVISORS, LLC 220.04%0.04%0.04%Q2 2022Q3 20222
Clark Capital Management Group, Inc. 111.44%1.76%2.08%Q4 2015Q2 20192
Apella Capital, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
STABLEFORD CAPITAL II LLC 224.62%5.22%5.82%Q3 2022Q4 20222
Private Portfolio Partners LLC 220.14%0.15%0.16%Q3 2022Q4 20222
TD Capital Management LLC 110.00%0.00%0.01%Q2 2013Q3 20232
Sandy Spring Bank 110.00%0.00%0.00%Q3 2022Q2 20232
EP Wealth Advisors, LLC 110.01%0.02%0.02%Q4 2022Q3 20232
Semmax Financial Advisors Inc. 220.01%0.02%0.03%Q4 2018Q1 20192
Auour Investments LLC 220.17%0.18%0.19%Q2 2023Q3 20232
PAX Financial Group, LLC 220.06%0.08%0.11%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.03%0.07%0.12%Q4 2022Q1 20232
VisionPoint Advisory Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Kingdom Financial Group LLC. 220.33%0.35%0.38%Q2 2023Q3 20232
MCIA Inc 220.17%0.20%0.22%Q1 2020Q2 20202
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q3 2021Q4 20212
Consolidated Planning Corp 110.02%3.24%6.46%Q4 2020Q3 20212
Global Assets Advisory, LLC 220.90%0.99%1.07%Q2 2023Q3 20232
Portside Wealth Group, LLC 220.37%0.39%0.41%Q2 2023Q3 20232
FLC Capital Advisors 220.09%0.09%0.09%Q3 2020Q4 20202
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q4 2015Q3 20162
Modera Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Clearstead Advisors, LLC 110.00%0.00%0.01%Q3 2020Q1 20222
TimeScale Financial, Inc. 220.03%0.04%0.04%Q1 2023Q2 20232
Wayfinding Financial, LLC 220.17%0.18%0.19%Q2 2023Q3 20232
Bellecapital International Ltd. 220.27%0.28%0.28%Q2 2019Q3 20192
Concorde Asset Management, LLC 110.16%0.52%0.88%Q4 2015Q2 20192
SG Americas Securities, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Flagship Private Wealth, LLC 220.38%0.80%1.21%Q1 2023Q2 20232
Sharkey, Howes & Javer 220.04%0.06%0.07%Q1 2023Q2 20232
Global Trust Asset Management, LLC 220.25%0.31%0.36%Q2 2019Q3 20192
OPPENHEIMER & CO INC 220.01%0.06%0.11%Q3 2022Q4 20222
PSI Advisors, LLC 220.00%0.01%0.03%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.04%0.05%0.05%Q4 2019Q1 20202
FIDUCIARY TRUST CO 220.01%0.01%0.01%Q4 2018Q1 20192
Royal Fund Management, LLC 220.01%0.41%0.82%Q2 2019Q3 20192
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.03%0.05%Q4 2021Q3 20222
Elevated Capital Advisors, LLC 110.42%0.58%0.73%Q1 2019Q2 20202
ORG Partners LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Davis Capital Management 220.00%0.00%0.00%Q1 2020Q2 20202
Oxinas Partners Wealth Management LLC 220.13%0.16%0.18%Q4 2020Q1 20212
Glass Jacobson Investment Advisors llc 220.00%0.00%0.00%Q2 2023Q3 20232
XR Securities LLC 110.01%0.04%0.08%Q4 2022Q2 20232
Anfield Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q2 20212
SkyOak Wealth, LLC 220.15%0.26%0.37%Q1 2020Q2 20202
Transform Wealth, LLC 220.04%0.06%0.08%Q1 2020Q2 20202
Wealth Quarterback LLC 220.00%0.02%0.04%Q4 2019Q1 20202
Pinnacle Bancorp, Inc. 220.01%0.01%0.01%Q1 2020Q2 20202
ACUTE INVESTMENT ADVISORY, LLC 220.27%0.93%1.59%Q4 2021Q1 20222
Financial Enhancement Group LLC 220.00%0.00%0.01%Q3 2020Q4 20202
Visionary Asset Management, Inc. 110.29%0.99%1.69%Q4 2015Q3 20182
Corbenic Partners LLC 220.08%0.74%1.42%Q2 2013Q3 20132
Moors & Cabot, Inc. 220.02%0.02%0.02%Q4 2021Q1 20222
Keystone Financial Group 220.10%0.28%0.47%Q2 2023Q3 20232
Crow Point Partners, LLC 220.06%0.06%0.06%Q3 2017Q4 20172
Arden Trust Co 222.06%2.14%2.21%Q3 2023Q4 20232
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q1 2021Q2 20212
Valtinson Bruner Financial Planning LLC 220.16%0.18%0.20%Q3 2022Q4 20222
Premia Global Advisors, LLC 110.06%0.07%0.08%Q2 2018Q1 20192
Coston, McIsaac & Partners 220.00%0.00%0.00%Q2 2023Q3 20232
NEW ENGLAND SECURITIES CORP /MA/ 220.00%0.00%0.00%Q1 2014Q2 20142
Covington Capital Management 110.00%0.00%0.00%Q3 2021Q1 20222
HORIZON BANCORP INC /IN/ 220.00%0.00%0.00%Q2 2023Q3 20232
ING GROEP NV 220.06%0.07%0.07%Q2 2023Q3 20232
LEVEL FOUR FINANCIAL, LLC 110.25%0.35%0.45%Q4 2020Q2 20212
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 221.61%1.78%1.94%Q2 2023Q3 20232
Partnervest Advisory Services LLC 220.00%0.00%0.00%Q1 2014Q2 20142
JOHNSON INVESTMENT COUNSEL INC 220.00%0.01%0.02%Q2 2018Q3 20182
Grant/GrossMendelsohn, LLC 111.86%1.86%1.86%Q1 2022Q1 20221
Wealthfront Advisers LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2023Q3 20231
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Certified Advisory Corp 110.00%0.00%0.00%Q4 2019Q4 20191
Horan Securities, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
CVA Family Office, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Guardian Wealth Management, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Envestnet Portfolio Solutions, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
Argent Trust Co 110.01%0.01%0.01%Q2 2023Q2 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
BEACON FINANCIAL GROUP 110.08%0.08%0.08%Q2 2019Q2 20191
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Truepoint, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
WFA of San Diego, LLC 111.28%1.28%1.28%Q2 2020Q2 20201
ONE PLUS ONE WEALTH MANAGEMENT, LLC 112.75%2.75%2.75%Q3 2022Q3 20221
FURE FINANCIAL CORP 113.36%3.36%3.36%Q3 2022Q3 20221
NEXT Financial Holdings 110.04%0.04%0.04%Q1 2019Q1 20191
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Financial Architects, Inc 110.00%0.00%0.00%Q2 2020Q2 20201
Pallas Capital Advisors LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Capitol Family Office, Inc. 117.83%7.83%7.83%Q1 2022Q1 20221
Tyler-Stone Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
CX Institutional 110.02%0.02%0.02%Q1 2023Q1 20231
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SUNTRUST BANKS INC 110.00%0.00%0.00%Q2 2019Q2 20191
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
BERKSHIRE ASSET MANAGEMENT LLC/PA 110.02%0.02%0.02%Q3 2019Q3 20191
Covenant Partners, LLC 110.33%0.33%0.33%Q2 2019Q2 20191
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
Centurion Wealth Management LLC 110.12%0.12%0.12%Q3 2023Q3 20231
TrueWealth Advisors, LLC 111.85%1.85%1.85%Q4 2020Q4 20201
CGN Advisors LLC 110.07%0.07%0.07%Q4 2021Q4 20211
IFS Advisors, LLC 118.64%8.64%8.64%Q4 2020Q4 20201
Blume Capital Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
VANGUARD GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
HARVEST GROUP WEALTH MANAGEMENT, LLC 1112.63%12.63%12.63%Q4 2017Q4 20171
Strategic Financial Services, Inc, 110.19%0.19%0.19%Q3 2023Q3 20231
Delta Investment Management, LLC 110.15%0.15%0.15%Q1 2021Q1 20211
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Zions Bancorporation 110.00%0.00%0.00%Q1 2016Q1 20161
Donoghue Forlines LLC 117.42%7.42%7.42%Q3 2023Q3 20231
Koesten, Hirschmann & Crabtree, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Ferguson Shapiro LLC 117.24%7.24%7.24%Q1 2022Q1 20221
Alliance Wealth Management Group 110.16%0.16%0.16%Q2 2016Q2 20161
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2021Q2 20211
Gleason Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
B. Riley Wealth Advisors, Inc. 110.11%0.11%0.11%Q2 2019Q2 20191
Summit Financial Wealth Advisors, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
TORONTO DOMINION BANK 110.00%0.00%0.00%Q3 2018Q3 20181
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
BTS Asset Management, Inc. 110.82%0.82%0.82%Q2 2020Q2 20201
Worth Financial Advisory Group, LLC 110.21%0.21%0.21%Q1 2023Q1 20231
BARCLAYS PLC 110.00%0.00%0.00%Q1 2023Q1 20231
Itau Unibanco Holding S.A. 110.01%0.01%0.01%Q1 2020Q1 20201
SOA Wealth Advisors, LLC. 110.00%0.00%0.00%Q4 2020Q4 20201
Joule Financial, LLC 110.18%0.18%0.18%Q3 2022Q3 20221
Paragon Advisors, LLC 110.44%0.44%0.44%Q1 2021Q1 20211
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Leelyn Smith, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HB Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
OAK HARBOR WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Clarus Wealth Advisors 115.72%5.72%5.72%Q3 2019Q3 20191
Retireful, LLC 112.07%2.07%2.07%Q3 2023Q3 20231
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2020Q3 20201
Signify Wealth 110.30%0.30%0.30%Q3 2022Q3 20221
Compass Ion Advisors, LLC 112.93%2.93%2.93%Q4 2019Q4 20191
Crosspoint Capital Strategies, LLC 110.05%0.05%0.05%Q3 2015Q3 20151
Ironwood Wealth Management, LLC. 110.02%0.02%0.02%Q3 2023Q3 20231
Gemmer Asset Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
McKinley Carter Wealth Services, Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
COUNTRY TRUST BANK 110.00%0.00%0.00%Q2 2021Q2 20211
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Homrich & Berg 110.02%0.02%0.02%Q2 2019Q2 20191
PENOBSCOT WEALTH MANAGEMENT 110.48%0.48%0.48%Q3 2023Q3 20231
Spectrum Planning & Advisory Services Inc. 110.53%0.53%0.53%Q4 2020Q4 20201
True Wealth Design, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2022Q1 20221
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Annex Advisory Services, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Concord Wealth Partners 110.00%0.00%0.00%Q2 2022Q2 20221
MONETA GROUP INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q2 2018Q2 20181
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
LVW Advisors, LLC 110.29%0.29%0.29%Q4 2019Q4 20191
Virtue Capital Management, LLC 111.17%1.17%1.17%Q2 2019Q2 20191
CETERA INVESTMENT MANAGEMENT LLC 110.16%0.16%0.16%Q4 2015Q4 20151
Halpern Financial, Inc. 110.01%0.01%0.01%Q3 2020Q3 20201
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Menard Financial Group LLC 110.37%0.37%0.37%Q4 2019Q4 20191
ARGI Investment Services, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Empowered Funds, LLC 112.79%2.79%2.79%Q3 2022Q3 20221
Trexquant Investment LP 110.01%0.01%0.01%Q3 2023Q3 20231
Astor Investment Management LLC 114.23%4.23%4.23%Q2 2020Q2 20201
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q1 2023Q1 20231
Chessman Wealth Strategies RIA 1117.32%17.32%17.32%Q1 2019Q1 20191
AllSquare Wealth Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
DAVENPORT & Co LLC 110.04%0.04%0.04%Q1 2015Q1 20151
Headlands Technologies LLC 110.24%0.24%0.24%Q2 2023Q2 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
D. SCOTT NEAL, INC. 110.23%0.23%0.23%Q1 2023Q1 20231
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ACT Advisors, LLC. 119.90%9.90%9.90%Q1 2023Q1 20231
Coppell Advisory Solutions Corp. 110.14%0.14%0.14%Q4 2022Q4 20221
BANK OF NOVA SCOTIA 110.01%0.01%0.01%Q3 2023Q3 20231
SteelPeak Wealth, LLC 110.18%0.18%0.18%Q4 2020Q4 20201
Householder Group Estate & Retirement Specialist, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Cordasco Financial Network 110.00%0.00%0.00%Q4 2021Q4 20211
Acorn Wealth Advisors, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Capital CS Group, LLC 110.28%0.28%0.28%Q2 2023Q2 20231
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
JD Financial Services Inc. 110.36%0.36%0.36%Q4 2020Q4 20201
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2020Q3 20201
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
MA Private Wealth 110.50%0.50%0.50%Q3 2023Q3 20231
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
DMC Group, LLC 110.26%0.26%0.26%Q4 2021Q4 20211
WCG Wealth Advisors LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Morton Brown Family Wealth, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Freedom Investment Management, Inc. 110.04%0.04%0.04%Q4 2015Q4 20151
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2020Q3 20201
JNBA Financial Advisors 110.01%0.01%0.01%Q2 2022Q2 20221
Rehmann Capital Advisory Group 110.01%0.01%0.01%Q2 2019Q2 20191
Pathway Financial Advisors LLC 110.04%0.04%0.04%Q4 2017Q4 20171
Level Financial Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Regal Investment Advisors LLC 110.13%0.13%0.13%Q3 2022Q3 20221
Financial Gravity Companies, Inc. 110.15%0.15%0.15%Q4 2018Q4 20181
RDA Financial Network 110.09%0.09%0.09%Q4 2019Q4 20191
RPG Investment Advisory, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Main Management LLC 110.55%0.55%0.55%Q3 2023Q3 20231
First Personal Financial Services 110.00%0.00%0.00%Q1 2023Q1 20231
Capasso Planning Partners LLC 110.33%0.33%0.33%Q2 2023Q2 20231
BANK OF THE WEST 110.02%0.02%0.02%Q4 2022Q4 20221
PACIFIC FINANCIAL GROUP INC 112.00%2.00%2.00%Q4 2021Q4 20211
Echo Wealth Management, LLC 111.35%1.35%1.35%Q4 2020Q4 20201
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Allegis Investment Advisors, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
Gateway Wealth Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
LifeGuide Financial Advisors, LLC 110.23%0.23%0.23%Q4 2022Q4 20221
Urban Wealth Management, LLC 113.09%3.09%3.09%Q2 2022Q2 20221
Kessler Investment Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Beaumont Capital Management, LLC 110.89%0.89%0.89%Q4 2020Q4 20201
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
PrairieView Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Derbend Asset Management 110.67%0.67%0.67%Q3 2023Q3 20231
Oliver Luxxe Assets LLC 110.78%0.78%0.78%Q3 2016Q3 20161
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Burns Matteson Capital Management, LLC 112.10%2.10%2.10%Q4 2022Q4 20221
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
GSB Wealth Management, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
HYA Advisors, Inc 110.09%0.09%0.09%Q4 2021Q4 20211
TCG Advisory Services, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Harvest Portfolios Group Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Disciplined Investments, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
B.O.S.S. Retirement Advisors, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Western Pacific Wealth Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q4 2022Q4 20221
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HM PAYSON & CO 110.00%0.00%0.00%Q1 2023Q1 20231
Burleson & Company, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
M&T BANK CORP 110.00%0.00%0.00%Q3 2015Q3 20151
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
GODSEY & GIBB, INC 110.00%0.00%0.00%Q2 2022Q2 20221
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Western Wealth Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q1 2021Q1 20211
Kozak & Associates, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
INVESTMENT HOUSE LLC 110.18%0.18%0.18%Q3 2022Q3 20221
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
RATIONAL ADVISORS LLC 110.10%0.10%0.10%Q1 2019Q1 20191
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
NORTHERN TRUST CORP 110.00%0.00%0.00%Q1 2021Q1 20211
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Valmark Advisers, Inc. 110.02%0.02%0.02%Q3 2019Q3 20191
Atomi Financial Group, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
Noble Family Wealth, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
External links

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