SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1510.00%0.00%0.01%Q2 2013Q3 202355
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.12%0.35%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
Cutler Group LLC / CA 16160.00%0.02%0.20%Q4 2019Q3 202342
First Horizon Advisors, Inc. 41410.03%0.06%0.16%Q3 2013Q3 202341
Creative Planning 3380.00%0.01%0.02%Q2 2013Q3 202341
FIFTH THIRD BANCORP 39390.00%0.00%0.00%Q1 2014Q3 202339
Broderick Brian C 37370.41%0.56%0.86%Q3 2014Q3 202337
Capital Investment Advisors, LLC 1220.01%0.02%0.03%Q4 2013Q4 202337
PRIVATE TRUST CO NA 3330.02%0.11%0.36%Q1 2014Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
JANE STREET GROUP, LLC 1210.00%0.01%0.12%Q1 2015Q3 202335
OLD DOMINION CAPITAL MANAGEMENT INC 34340.15%0.84%13.81%Q2 2013Q3 202134
ISTHMUS PARTNERS, LLC 33330.02%0.68%0.81%Q3 2015Q3 202333
Texas Yale Capital Corp. 32320.02%0.03%0.04%Q4 2015Q3 202332
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
Kelman-Lazarov, Inc. 31310.09%0.14%0.23%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31310.01%0.01%0.02%Q1 2016Q3 202331
Citadel Advisors 1410.00%0.00%0.00%Q3 2014Q3 202331
IFP Advisors, Inc 17130.00%0.02%0.11%Q1 2016Q3 202330
Exchange Capital Management, Inc. 1280.02%0.23%0.62%Q2 2013Q3 202330
CITIGROUP INC 1520.00%0.00%0.00%Q1 2015Q3 202329
AMERIPRISE FINANCIAL INC 2710.00%0.01%0.02%Q4 2013Q3 202328
Shepherd Financial Partners LLC 282812.16%14.11%15.92%Q4 2016Q3 202328
NorthRock Partners, LLC 28280.03%0.20%2.02%Q4 2016Q3 202328
Raymond James Financial Services Advisors, Inc. 1980.01%0.01%0.10%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.09%Q2 2013Q4 201927
GREAT LAKES ADVISORS, LLC 27270.02%0.17%0.42%Q1 2017Q3 202327
Patriot Financial Group Insurance Agency, LLC 2150.00%0.40%0.89%Q1 2017Q3 202326
Tower Research Capital LLC (TRC) 610.00%0.03%0.23%Q1 2014Q3 202326
Koshinski Asset Management, Inc. 16100.07%0.23%0.45%Q4 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.02%0.06%Q2 2017Q3 202326
CAPTRUST FINANCIAL ADVISORS 25250.00%0.13%0.70%Q3 2017Q3 202325
OneDigital Investment Advisors LLC 2050.00%0.16%0.29%Q2 2017Q3 202325
Geneos Wealth Management Inc. 25250.00%0.26%0.77%Q3 2017Q3 202325
Glassman Wealth Services 1870.01%0.03%0.06%Q4 2014Q3 202325
VISTA INVESTMENT MANAGEMENT 24240.15%0.46%1.03%Q4 2017Q3 202324
RFG Advisory, LLC 24240.56%2.09%3.16%Q4 2017Q3 202324
JFS WEALTH ADVISORS, LLC 24240.07%0.21%0.34%Q4 2017Q3 202324
LexAurum Advisors, LLC 24240.33%1.97%4.44%Q4 2017Q3 202324
Compass Financial Group, Inc. 24241.22%1.62%2.36%Q4 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 2310.01%0.15%0.19%Q2 2013Q3 202324
Peterson Wealth Advisors, LLC 24241.02%3.65%5.68%Q4 2017Q3 202324
Larson Financial Group LLC 24240.60%2.94%5.79%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Winch Advisory Services, LLC 24240.14%7.26%9.71%Q4 2017Q3 202324
Asset Dedication, LLC 24240.01%0.16%0.37%Q4 2017Q3 202324
Savant Capital, LLC 24240.07%0.87%2.17%Q4 2017Q3 202324
G&S Capital LLC 24240.00%3.03%6.64%Q4 2017Q3 202324
StrategIQ Financial Group, LLC 24241.26%1.83%3.33%Q4 2017Q3 202324
Boston Standard Wealth Management, LLC 2224.73%16.80%32.00%Q4 2017Q4 202324
Annex Advisory Services, LLC 23230.95%7.42%13.49%Q1 2018Q3 202323
Capital Advisory Group Advisory Services, LLC 23230.08%2.83%6.32%Q1 2018Q3 202323
BOKF, NA 1310.00%0.01%0.02%Q3 2017Q3 202323
JT Stratford LLC 23230.50%0.90%1.32%Q1 2018Q3 202323
Allworth Financial LP 23230.00%7.15%25.03%Q1 2018Q3 202323
FMR LLC 2210.00%0.00%0.00%Q4 2015Q3 202323
Belpointe Asset Management LLC 1820.03%0.33%0.72%Q3 2017Q3 202323
Alliance Wealth Management Group 23230.39%0.63%0.90%Q4 2017Q2 202323
IRON Financial LLC 23231.59%5.18%12.91%Q1 2018Q3 202323
Sanctuary Wealth Management, L.L.C. 2010.52%2.68%12.31%Q1 2010Q3 202323
Moisand Fitzgerald Tamayo, LLC 23230.00%0.02%0.04%Q1 2018Q3 202323
NORTHWEST WEALTH MANAGEMENT, LLC 23230.04%0.59%0.96%Q1 2018Q3 202323
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23230.03%1.46%2.56%Q1 2018Q3 202323
Focused Wealth Management, Inc 23230.01%0.11%1.55%Q1 2018Q3 202323
BROWN BROTHERS HARRIMAN & CO 1940.00%0.01%0.01%Q2 2013Q3 202323
AdvisorNet Financial, Inc 23230.27%0.76%1.43%Q1 2018Q3 202323
SNS Financial Group, LLC 23230.07%0.33%0.48%Q1 2018Q3 202323
SIGNET FINANCIAL MANAGEMENT, LLC 23230.02%0.13%0.30%Q1 2018Q3 202323
Sterneck Capital Management, LLC 23231.64%2.43%3.16%Q1 2018Q3 202323
Evensky & Katz LLC 23230.16%0.96%1.50%Q1 2018Q3 202323
PNC FINANCIAL SERVICES GROUP, INC. 23230.00%0.00%0.00%Q1 2018Q3 202323
WealthPLAN Partners, LLC 1850.09%0.70%2.05%Q4 2017Q4 202323
Avior Wealth Management, LLC 23230.00%0.17%0.41%Q1 2018Q3 202323
JNBA Financial Advisors 2030.02%0.16%0.94%Q4 2017Q3 202323
Pure Financial Advisors, LLC 22220.53%1.81%3.57%Q3 2018Q4 202322
Stuart Chaussee & Associates, Inc. 1910.00%0.75%8.24%Q4 2017Q3 202322
Towercrest Capital Management 22220.27%0.39%0.53%Q2 2018Q3 202322
Snowden Capital Advisors LLC 1480.03%0.56%1.23%Q1 2018Q3 202322
Jackson, Grant Investment Advisers, Inc. 22220.06%0.21%0.32%Q2 2018Q3 202322
SIGNATUREFD, LLC 22220.00%0.01%0.04%Q2 2018Q3 202322
SigFig Wealth Management, LLC 2021.14%2.24%6.07%Q1 2018Q3 202322
Mutual Advisors, LLC 22220.07%0.51%1.43%Q2 2018Q3 202322
Fernwood Investment Management, LLC 22220.17%0.55%0.70%Q2 2018Q3 202322
Roundview Capital LLC 1930.05%0.21%0.35%Q1 2018Q3 202322
Arete Wealth Advisors, LLC 22220.20%1.47%3.67%Q1 2018Q2 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1930.00%0.00%0.00%Q2 2017Q3 202322
Ameritas Investment Partners, Inc. 22220.00%0.01%0.02%Q2 2018Q3 202322
Sound Income Strategies, LLC 22220.00%0.02%0.10%Q2 2018Q3 202322
Global Retirement Partners, LLC 1570.01%0.49%1.79%Q1 2018Q3 202322
Wealthcare Advisory Partners LLC 22220.01%3.25%5.32%Q2 2018Q3 202322
Telos Capital Management, Inc. 22220.09%0.16%0.21%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Good Life Advisors, LLC 21210.06%0.16%0.33%Q3 2018Q3 202321
IHT Wealth Management, LLC 1560.02%0.14%0.34%Q4 2016Q3 202321
WALLER FINANCIAL PLANNING GROUP, INC 21210.23%2.51%8.71%Q4 2018Q4 202321
Barnett & Company, Inc. 21210.00%0.01%0.01%Q1 2016Q1 202121
Quantitative Advantage, LLC 21210.21%0.70%1.38%Q1 2018Q1 202321
Brinker Capital Investments, LLC 21210.02%1.11%2.08%Q4 2017Q4 202221
LVM CAPITAL MANAGEMENT LTD/MI 21210.42%0.50%0.55%Q3 2018Q3 202321
Barber Financial Group, Inc. 21215.62%8.56%11.04%Q1 2018Q1 202321
CWM, LLC 1380.03%0.36%0.69%Q2 2018Q3 202321
Raab & Moskowitz Asset Management LLC 21210.03%1.09%1.80%Q3 2018Q3 202321
Aldebaran Financial Inc. 21210.17%1.93%4.04%Q3 2018Q3 202321
Prestige Wealth Management Group LLC 20200.04%0.29%0.97%Q4 2018Q3 202320
Strategic Blueprint, LLC 20200.10%1.37%5.69%Q4 2018Q3 202320
ARGI Investment Services, LLC 20200.04%0.15%0.28%Q1 2018Q4 202220
Capital Analysts, LLC 20200.00%0.11%0.34%Q4 2018Q3 202320
SlateStone Wealth, LLC 20200.07%0.70%2.20%Q4 2018Q3 202320
CreativeOne Wealth, LLC 20200.03%0.37%0.74%Q4 2018Q3 202320
UNITED CAPITAL FINANCIAL ADVISORS, LLC 20200.02%0.09%0.14%Q4 2018Q3 202320
MBM Wealth Consultants, LLC 20200.10%1.01%1.74%Q4 2018Q3 202320
Private Advisor Group, LLC 20200.01%0.55%1.29%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.00%0.00%Q3 2017Q2 202220
Capital Investment Advisory Services, LLC 1190.00%0.15%0.46%Q4 2017Q1 202320
Lido Advisors, LLC 1910.00%0.01%0.02%Q3 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.03%0.04%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.06%0.39%Q4 2017Q3 202220
Balentine LLC 20200.57%2.33%7.45%Q4 2018Q3 202320
CX Institutional 20200.01%0.83%6.62%Q2 2018Q1 202320
JRM Investment Counsel, LLC 20200.26%1.45%2.71%Q4 2017Q3 202220
WEDBUSH SECURITIES INC 1270.02%0.07%0.21%Q2 2018Q3 202319
Proficio Capital Partners LLC 19190.08%0.11%0.18%Q1 2019Q3 202319
BRIGHTON JONES LLC 1270.02%0.04%0.10%Q4 2018Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.22%0.73%1.60%Q1 2019Q3 202319
AE Wealth Management LLC 19190.01%0.14%0.25%Q1 2019Q3 202319
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 19190.00%0.41%0.65%Q1 2019Q3 202319
ARS Wealth Advisors, LLC 19190.10%8.34%14.12%Q4 2016Q2 202119
MOSELEY INVESTMENT MANAGEMENT INC 19190.30%0.46%1.08%Q1 2019Q3 202319
Parallel Advisors, LLC 19190.21%0.64%0.98%Q1 2019Q3 202319
First Heartland Consultants, Inc. 1630.05%0.20%0.30%Q4 2018Q3 202319
Retirement Planning Group, LLC 1270.03%0.07%0.16%Q4 2018Q3 202319
RDA Financial Network 19190.14%0.19%0.23%Q1 2019Q3 202319
Aptus Capital Advisors, LLC 1810.02%0.13%0.69%Q4 2018Q3 202319
Advisory Services Network, LLC 19190.00%0.07%0.12%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
TLWM 19190.13%0.49%5.93%Q1 2019Q3 202319
Doyle Wealth Management 18180.04%0.27%0.38%Q2 2018Q3 202218
Bernardo Wealth Planning LLC 18180.28%0.75%3.39%Q2 2019Q3 202318
Stratos Wealth Partners, LTD. 1410.00%0.39%1.03%Q1 2018Q3 202318
Steward Partners Investment Advisory, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
PrairieView Partners, LLC 18180.05%0.07%0.16%Q2 2019Q3 202318
Stratos Wealth Advisors, LLC 18180.04%0.11%0.20%Q2 2019Q3 202318
Investors Research Corp 18180.08%1.15%2.25%Q2 2019Q3 202318
D. SCOTT NEAL, INC. 18180.58%0.72%0.84%Q4 2017Q1 202218
CABOT WEALTH MANAGEMENT INC 17170.06%0.30%0.52%Q3 2019Q3 202317
Ancora Advisors LLC 1610.00%0.00%0.00%Q3 2018Q3 202317
Moloney Securities Asset Management, LLC 1310.07%0.23%0.42%Q1 2018Q3 202317
Front Row Advisors LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
AMERICAN INTERNATIONAL GROUP, INC. 1250.00%0.23%1.30%Q2 2013Q2 202117
Richard P Slaughter Associates Inc 17170.29%0.41%0.49%Q4 2019Q4 202317
HBW ADVISORY SERVICES LLC 17170.94%1.53%2.76%Q3 2019Q3 202317
Continuum Advisory, LLC 1430.09%0.14%0.22%Q2 2019Q3 202317
Successful Portfolios LLC 1340.17%0.21%0.33%Q1 2019Q3 202317
Stockman Wealth Management, Inc. 17170.10%0.12%0.13%Q3 2018Q3 202217
Renaissance Technologies 720.00%0.00%0.00%Q2 2018Q3 202317
RAYMOND JAMES & ASSOCIATES 1610.00%0.00%0.02%Q4 2018Q3 202317
DAGCO, INC. 17170.22%0.63%1.37%Q3 2019Q3 202317
Foundations Investment Advisors, LLC 17170.20%0.29%0.72%Q3 2019Q3 202317
Ausdal Financial Partners, Inc. 1010.08%0.25%0.49%Q4 2017Q2 202217
Cornerstone Wealth Management, LLC 1220.00%0.14%0.39%Q2 2018Q3 202317
EP Wealth Advisors, LLC 17170.02%0.03%0.06%Q3 2019Q3 202317
Homrich & Berg 16160.01%0.14%0.40%Q4 2017Q3 202116
Virtue Capital Management, LLC 1410.00%0.33%0.75%Q1 2018Q3 202316
Blueprint Investment Partners LLC 16161.97%10.47%25.77%Q4 2019Q3 202316
SENTINEL PENSION ADVISORS INC 16162.42%8.40%20.39%Q4 2019Q3 202316
Stewardship Advisors, LLC 16160.39%2.64%11.10%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.07%0.18%0.30%Q4 2019Q3 202316
Commonwealth Equity Services, Inc 16160.00%0.00%0.01%Q4 2013Q3 201716
Professional Financial Advisors, LLC 16165.41%20.65%35.32%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.03%Q4 2019Q3 202316
CALTON & ASSOCIATES, INC. 16160.05%0.43%0.80%Q3 2019Q2 202316
55I, LLC 16160.17%1.41%5.33%Q4 2018Q3 202216
MBE Wealth Management, LLC 16160.33%1.51%3.68%Q4 2019Q3 202316
KEMPER Corp 16161.92%3.10%6.50%Q1 2018Q4 202116
Nikulski Financial, Inc. 16160.17%0.27%0.37%Q4 2019Q3 202316
STIFEL FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.17%3.64%7.15%Q4 2019Q3 202316
Crumly & Associates Inc. 16160.13%0.30%2.18%Q4 2019Q3 202316
Cetera Advisor Networks LLC 1010.00%0.08%0.26%Q1 2013Q3 202316
Fusion Capital, LLC 16160.17%0.22%0.34%Q4 2019Q3 202316
Wade Financial Advisory, Inc 16160.62%0.70%0.77%Q4 2019Q3 202316
XML Financial, LLC 16160.50%0.65%0.87%Q4 2019Q3 202316
McNaughton Wealth Management, LLC 16160.14%1.40%2.14%Q4 2019Q3 202316
TCI Wealth Advisors, Inc. 1510.00%0.00%0.00%Q3 2018Q4 202216
Financial Strategies Group, Inc. 161615.28%17.60%20.81%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.03%0.10%0.14%Q4 2019Q3 202316
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q2 2017Q3 202316
PAX Financial Group, LLC 16161.84%2.28%3.17%Q4 2019Q3 202316
SHEETS SMITH WEALTH MANAGEMENT 15150.19%0.32%0.53%Q1 2020Q3 202315
Advocacy Wealth Management Services, LLC 15150.21%0.42%0.61%Q1 2020Q3 202315
HOWARD WEALTH MANAGEMENT, LLC 1050.20%0.27%0.38%Q4 2019Q3 202315
Perigon Wealth Management, LLC 1410.01%0.03%0.06%Q3 2011Q3 202315
Jacobi Capital Management LLC 15150.90%1.28%1.79%Q1 2020Q3 202315
Roble, Belko & Company, Inc 15150.03%0.22%0.87%Q1 2020Q3 202315
ARQ WEALTH ADVISORS, LLC 15150.27%1.75%2.48%Q1 2020Q3 202315
Detalus Advisors, LLC 15150.22%0.45%0.68%Q4 2019Q2 202315
SENTINEL TRUST CO LBA 15150.89%1.94%4.02%Q1 2020Q3 202315
FLAGSHIP HARBOR ADVISORS, LLC 15150.08%0.41%1.30%Q1 2020Q3 202315
Gradient Capital Advisors, LLC 1410.11%0.13%0.22%Q4 2019Q3 202315
Bridgeworth, LLC 15150.06%0.17%0.24%Q1 2020Q3 202315
Astoria Strategic Wealth, Inc. 15150.21%0.32%0.41%Q1 2020Q3 202315
Winthrop Advisory Group LLC 15152.88%3.48%4.13%Q1 2020Q3 202315
TRUSTCORE FINANCIAL SERVICES, LLC 15150.03%0.03%0.04%Q2 2019Q4 202215
N.E.W. Advisory Services LLC 1411.24%2.15%2.99%Q4 2019Q3 202315
Valmark Advisers, Inc. 15150.09%1.01%2.46%Q1 2020Q3 202315
FSA Wealth Management LLC 1050.65%0.84%1.23%Q4 2019Q3 202315
AFFINIA FINANCIAL GROUP, LLC 15151.38%5.88%41.72%Q4 2019Q2 202315
Trinity Wealth Management, LLC 1230.52%1.18%1.84%Q4 2019Q3 202315
TFO Wealth Partners, LLC 1230.00%0.01%0.02%Q4 2019Q3 202315
BUCKINGHAM STRATEGIC WEALTH, LLC 15150.01%0.04%0.16%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.11%0.13%0.16%Q1 2020Q3 202315
RVW Wealth, LLC 15152.17%3.53%4.94%Q2 2020Q4 202315
Rosenberg Matthew Hamilton 15157.23%9.38%13.10%Q1 2020Q3 202315
Horst & Graben Wealth Management LLC 15150.06%0.11%0.21%Q1 2020Q3 202315
FormulaFolio Investments, LLC 15150.93%1.73%2.76%Q4 2017Q2 202115
WEALTHCARE CAPITAL MANAGEMENT LLC 15150.19%0.21%0.27%Q4 2018Q2 202215
Westside Investment Management, Inc. 15150.00%0.09%0.45%Q1 2020Q3 202315
Robertson Stephens Wealth Management, LLC 15150.03%0.06%0.10%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.06%0.17%Q2 2016Q4 201915
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 15150.24%0.27%0.32%Q1 2020Q3 202315
Strategic Financial Planning, Inc. 15151.07%1.57%1.79%Q1 2020Q3 202315
Armbruster Capital Management, Inc. 1220.04%0.09%0.14%Q4 2017Q3 202314
Sowell Financial Services LLC 1020.02%0.10%0.43%Q4 2018Q1 202314
Tempus Wealth Planning, LLC 1310.28%1.09%2.78%Q4 2019Q3 202314
TSFG, LLC 14140.03%0.16%0.25%Q2 2020Q3 202314
MURPHY CAPITAL MANAGEMENT INC 14140.03%0.04%0.06%Q1 2019Q2 202214
Paulson Wealth Management Inc. 770.10%0.21%0.41%Q3 2018Q3 202314
CATALYST PRIVATE WEALTH, LLC 14140.11%0.16%0.20%Q3 2020Q4 202314
Praetorian Wealth Management, Inc. 14141.06%1.50%1.69%Q2 2020Q3 202314
Cetera Advisors LLC 1130.01%0.01%0.03%Q1 2019Q3 202314
Brio Consultants, LLC 14140.10%0.49%1.22%Q4 2018Q1 202214
Wealth Advisory Solutions, LLC 860.00%0.23%0.37%Q4 2019Q2 202314
Integrated Wealth Concepts LLC 1310.02%0.10%0.25%Q4 2019Q3 202314
WFA of San Diego, LLC 14140.01%0.65%1.08%Q2 2020Q3 202314
Investors Capital Advisory Services 13130.08%0.11%0.12%Q2 2013Q2 201613
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.39%1.03%2.00%Q3 2020Q3 202313
Daniels&Tansey,LLP 13130.57%0.76%2.16%Q3 2020Q3 202313
CGN Advisors LLC 13130.41%0.91%1.80%Q4 2020Q4 202313
Leicht Financial Planning & Wealth Management, Inc. 13130.99%8.17%13.75%Q2 2020Q2 202313
Guidant Wealth Advisors 13130.29%0.63%1.07%Q3 2016Q3 201913
Wiser Wealth Management, Inc 13130.23%1.38%2.30%Q4 2020Q4 202313
Financial Advocates Investment Management 13130.02%0.07%0.14%Q3 2020Q3 202313
Financial Gravity Asset Management, Inc. 1210.00%0.16%0.84%Q1 2020Q3 202313
Gradient Investments LLC 410.00%0.00%0.01%Q2 2018Q3 202313
GeoWealth Management, LLC 1210.04%0.52%1.05%Q3 2019Q3 202313
V Wealth Advisors LLC 1120.06%0.13%0.20%Q1 2020Q2 202313
PRINCIPAL FINANCIAL GROUP INC 13130.00%0.00%0.00%Q4 2018Q4 202113
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1210.00%0.03%0.09%Q4 2018Q1 202213
Belvedere Trading LLC 730.00%0.14%0.99%Q4 2020Q3 202313
VisionPoint Advisory Group, LLC 13131.03%6.49%16.85%Q2 2020Q2 202313
Astor Investment Management LLC 12123.97%8.93%12.21%Q4 2020Q3 202312
MATRIX PRIVATE CAPITAL GROUP LLC 12120.09%0.11%0.14%Q4 2020Q3 202312
Centennial Wealth Advisory LLC 12122.07%4.68%7.00%Q4 2020Q3 202312
Facet Wealth, Inc. 12120.32%0.99%2.39%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 12120.03%0.07%0.13%Q4 2019Q3 202212
Advisors Capital Management, LLC 12120.05%0.11%0.28%Q4 2020Q3 202312
ASSETMARK, INC 1110.00%0.01%0.01%Q3 2020Q3 202312
US BANCORP \DE\ 12120.00%0.00%0.00%Q4 2019Q3 202212
Iron Horse Wealth Management, LLC 12120.06%2.57%4.68%Q4 2020Q3 202312
Atria Investments, Inc 12120.05%0.08%0.10%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.41%0.47%0.61%Q4 2020Q3 202312
Van Hulzen Asset Management, LLC 720.02%0.05%0.10%Q2 2019Q3 202312
Beacon Pointe Advisors, LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
MJP ASSOCIATES INC /ADV 12120.56%1.38%2.41%Q4 2020Q3 202312
COMMERCE BANK 12120.00%0.00%0.00%Q4 2020Q3 202312
Aspire Private Capital, LLC 12120.03%0.16%0.90%Q4 2020Q3 202312
Kestra Advisory Services, LLC 12120.01%0.05%0.09%Q4 2020Q3 202312
Future Financial Wealth Managment LLC 12120.29%3.15%4.93%Q4 2020Q3 202312
Braun-Bostich & Associates Inc. 12120.18%0.35%0.44%Q4 2017Q3 202012
Laurel Wealth Advisors, Inc. 750.06%0.07%0.11%Q4 2019Q4 202212
BCK Partners, Inc. 12120.22%0.25%0.28%Q4 2020Q3 202312
BLAIR WILLIAM & CO/IL 1110.00%0.00%0.00%Q2 2018Q3 202312
Destiny Wealth Partners, LLC 12120.08%0.09%0.10%Q4 2020Q3 202312
Bank of New York Mellon Corp 12120.00%0.00%0.00%Q4 2020Q3 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.16%0.27%0.48%Q4 2020Q3 202312
Oakwell Private Wealth Management, LLC 12120.63%1.19%2.18%Q4 2020Q3 202312
ARTHUR M. COHEN & ASSOCIATES, LLC 12120.11%0.12%0.14%Q4 2020Q3 202312
WNY Asset Management, LLC 12120.96%2.17%3.34%Q4 2020Q3 202312
Baldrige Asset Management LLC 1110.10%0.12%0.17%Q4 2019Q1 202312
Weitzel Financial Services, Inc. 12128.71%19.29%24.68%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.20%0.28%0.36%Q4 2020Q3 202312
US FINANCIAL ADVISORS, LLC 12120.07%0.23%0.40%Q4 2020Q3 202312
Goodman Financial Corp 12120.08%0.18%0.21%Q4 2020Q3 202312
GenTrust, LLC 12120.05%0.05%0.06%Q4 2020Q3 202312
Outlook Wealth Advisors, LLC 12120.60%1.14%1.50%Q4 2020Q3 202312
McKinley Carter Wealth Services, Inc. 12120.02%0.03%0.06%Q4 2020Q3 202312
Spectrum Planning & Advisory Services Inc. 12120.95%1.30%1.70%Q4 2020Q3 202312
WT Wealth Management 1010.09%0.34%0.89%Q4 2019Q1 202312
Cetera Investment Advisers 1010.00%0.01%0.01%Q4 2020Q3 202311
PARK AVENUE SECURITIES LLC 11110.47%0.59%0.64%Q1 2021Q3 202311
McClarren Financial Advisors, Inc. 651.16%1.38%1.92%Q4 2020Q3 202311
Intrua Financial, LLC 11110.20%0.55%1.07%Q3 2020Q1 202311
CREATIVE FINANCIAL DESIGNS INC /ADV 11110.00%0.01%0.01%Q1 2021Q3 202311
INTEGRATED CAPITAL MANAGEMENT, INC. 11111.10%3.94%4.73%Q1 2021Q3 202311
FIRST MANHATTAN CO. LLC. 620.00%0.00%0.00%Q2 2020Q2 202311
Spire Wealth Management 11110.00%0.02%0.04%Q1 2021Q3 202311
FIRETHORN WEALTH PARTNERS, LLC 830.22%0.40%0.76%Q4 2020Q3 202311
WASHINGTON TRUST Co 11110.00%0.00%0.00%Q1 2021Q3 202311
Prostatis Group LLC 1010.04%0.63%1.31%Q4 2019Q2 202311
GREAT VALLEY ADVISOR GROUP, INC. 11110.02%0.05%0.10%Q1 2021Q3 202311
Tillar-Wenstrup Advisors, LLC 11112.69%4.47%5.64%Q2 2020Q4 202211
HighTower Advisors, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
FRANKLIN RESOURCES INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Western Wealth Management, LLC 830.06%0.26%0.40%Q4 2020Q3 202311
Sensible Financial Planning & Management, LLC. 620.02%0.05%0.08%Q3 2014Q1 202211
BEACON FINANCIAL GROUP 920.06%0.69%1.26%Q2 2020Q3 202311
Benedetti & Gucer, Inc. 11110.20%2.14%2.97%Q1 2021Q3 202311
TCG Advisory Services, LLC 830.05%0.08%0.14%Q4 2020Q3 202311
LifePlan Financial Group, Inc 11110.59%1.28%1.88%Q1 2018Q3 202011
Prentice Wealth Management LLC 11110.33%0.57%1.01%Q1 2021Q3 202311
Echo Wealth Management, LLC 11110.63%1.17%1.75%Q1 2021Q3 202311
Crew Capital Management, Ltd. 11110.76%1.17%1.51%Q1 2021Q3 202311
Better Money Decisions, LLC 11110.69%0.82%1.03%Q1 2021Q3 202311
Simplicity Solutions, LLC 610.01%0.08%0.28%Q3 2019Q3 202311
Formidable Asset Management, LLC 510.06%0.35%1.79%Q4 2017Q2 202111
COLTON GROOME FINANCIAL ADVISORS, LLC 11110.50%1.01%4.17%Q1 2021Q3 202311
WEALTHSOURCE PARTNERS, LLC 740.04%0.22%0.55%Q1 2018Q3 202311
Orion Capital Management LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
Global Trust Asset Management, LLC 11110.00%0.00%0.00%Q1 2019Q3 202111
Clear Harbor Asset Management, LLC 810.01%0.03%0.04%Q4 2019Q3 202311
DAVENPORT & Co LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.30%1.49%2.28%Q4 2020Q3 202310
CFS Investment Advisory Services, LLC 910.04%0.06%0.09%Q4 2020Q3 202310
TRH Financial, LLC 9112.91%19.69%26.48%Q4 2019Q2 202210
Alta Wealth Advisors LLC 10100.17%0.78%1.23%Q2 2021Q3 202310
Pinnacle Wealth Management Group, Inc. 10100.32%0.45%0.58%Q2 2021Q3 202310
Arkadios Wealth Advisors 910.00%0.02%0.05%Q4 2019Q2 202210
Lee Financial Group Hawaii, Inc. 10100.36%7.44%13.24%Q3 2018Q4 202010
Clear Perspectives Financial Planning, LLC 10100.01%0.02%0.02%Q4 2020Q1 202310
MACROVIEW INVESTMENT MANAGEMENT LLC 10100.04%0.05%0.05%Q1 2020Q2 202210
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q2 2019Q2 202310
LOOMIS SAYLES & CO L P 10100.00%0.00%0.00%Q4 2018Q1 202110
MARINER INDEPENDENT ADVISOR NETWORK, LLC 10100.13%0.30%0.44%Q2 2020Q3 202210
SADOFF INVESTMENT MANAGEMENT LLC 10100.01%0.04%0.06%Q4 2019Q1 202210
Shilanski & Associates, Inc. 640.68%1.27%1.88%Q1 2021Q3 202310
Beacon Financial Advisory LLC 10100.11%0.22%0.37%Q4 2019Q1 202210
HARBOUR INVESTMENTS, INC. 640.06%0.14%0.37%Q1 2021Q3 202310
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 10100.07%0.23%0.51%Q4 2017Q1 202010
Glenview Trust Co 10100.03%0.04%0.05%Q2 2021Q3 202310
MERCER GLOBAL ADVISORS INC /ADV 10100.00%0.01%0.01%Q2 2021Q3 202310
West Financial Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
F/M Investments LLC 510.16%0.35%0.66%Q4 2020Q3 202310
Vigilare Wealth Management 10100.19%0.30%0.49%Q3 2021Q4 202310
Rappaport Reiches Capital Management, LLC 10100.12%0.37%0.72%Q2 2021Q3 202310
Accel Wealth Management 10100.01%0.01%0.01%Q4 2020Q1 202310
Brookstone Capital Management 10100.43%0.59%0.84%Q2 2021Q3 202310
Chicago Partners Investment Group LLC 10100.06%0.06%0.07%Q2 2021Q3 202310
PENOBSCOT WEALTH MANAGEMENT 10100.54%0.67%0.80%Q2 2021Q3 202310
Triumph Capital Management 10100.51%0.63%0.72%Q2 2021Q3 202310
Freedom Day Solutions, LLC 10100.37%1.96%2.98%Q2 2021Q3 202310
Falcon Wealth Planning 990.07%0.08%0.10%Q3 2021Q3 20239
Capital Group Private Client Services, Inc. 990.01%0.01%0.01%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.02%0.07%0.10%Q3 2021Q3 20239
Merit Financial Group, LLC 990.04%0.28%0.60%Q3 2021Q3 20239
Bickling Financial Services, Inc. 990.75%1.76%5.73%Q4 2020Q4 20229
Orin Green Financial, LLC 630.11%0.16%0.19%Q4 2020Q3 20239
Bartlett & Co. LLC 810.00%0.00%0.00%Q3 2021Q4 20239
BB&T SECURITIES, LLC 990.00%0.05%0.20%Q3 2017Q3 20199
Kalos Management, Inc. 630.15%0.28%0.36%Q3 2019Q2 20239
Clearshares LLC 542.33%3.79%4.55%Q3 2019Q4 20219
Patten Group, Inc. 990.06%0.11%0.16%Q3 2021Q3 20239
D.A. DAVIDSON & CO. 990.00%0.00%0.00%Q2 2015Q2 20179
People's United Financial, Inc. 990.04%0.07%0.08%Q1 2020Q1 20229
NEXT Financial Group, Inc 630.00%0.08%0.17%Q3 2019Q4 20219
Wealthquest Corp 510.09%2.37%5.74%Q2 2019Q3 20239
Certified Advisory Corp 540.00%0.14%0.34%Q2 2019Q4 20219
Darwin Wealth Management, LLC 990.07%0.14%0.39%Q2 2018Q2 20209
Elevated Capital Advisors, LLC 510.31%0.66%0.94%Q4 2020Q3 20239
Colonial River Wealth Management, LLC 810.30%1.60%2.72%Q2 2021Q3 20239
Horan Securities, Inc. 420.02%0.03%0.05%Q4 2020Q2 20239
Compass Ion Advisors, LLC 540.05%1.77%13.56%Q4 2019Q3 20239
Jackson Wealth Management, LLC 991.12%2.09%3.32%Q4 2017Q4 20199
PSI Advisors, LLC 990.02%0.04%0.20%Q3 2021Q3 20239
ARS Wealth Advisors Group, LLC 995.28%7.03%8.32%Q3 2021Q3 20239
SRS Capital Advisors, Inc. 720.00%0.00%0.00%Q3 2018Q4 20209
One Wealth Advisors, LLC 990.05%0.06%0.08%Q2 2021Q2 20239
Claro Advisors LLC 990.19%0.24%0.31%Q3 2021Q3 20239
Symphony Financial, Ltd. Co. 990.12%4.06%5.01%Q3 2021Q3 20239
Qube Research & Technologies Ltd 630.00%0.00%0.01%Q2 2021Q3 20239
Independent Wealth Network Inc. 990.24%0.26%0.31%Q3 2021Q3 20239
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Rinkey Investments 8813.99%16.38%20.00%Q4 2021Q3 20238
SUTTON PLACE INVESTORS LLC 881.12%1.30%1.91%Q4 2021Q3 20238
Ervin Investment Management, LLC 885.68%6.48%7.12%Q4 2021Q3 20238
Rockwood Wealth Management, LLC 880.07%0.22%0.49%Q4 2021Q3 20238
Apeiron RIA LLC 880.42%1.02%1.44%Q4 2021Q3 20238
Bensler, LLC 880.93%1.01%1.38%Q4 2021Q3 20238
Dynamic Advisor Solutions LLC 620.01%0.07%0.14%Q4 2018Q3 20238
Morling Financial Advisors, LLC 881.28%1.62%2.06%Q4 2021Q3 20238
Firestone Capital Management 880.00%0.00%0.00%Q4 2019Q3 20218
Collaborative Wealth Managment Inc. 610.91%1.82%2.59%Q1 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.23%0.24%0.25%Q4 2021Q3 20238
HUNTINGTON NATIONAL BANK 880.00%0.00%0.00%Q3 2018Q2 20208
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.05%0.08%0.16%Q4 2021Q3 20238
Asset Management Resources, LLC 8813.38%17.61%19.72%Q4 2021Q3 20238
Helen Stephens Group, LLC 880.24%0.51%0.86%Q4 2021Q3 20238
Quent Capital, LLC 880.05%0.16%0.22%Q4 2021Q3 20238
Twelve Points Wealth Management LLC 880.24%0.33%0.51%Q4 2021Q3 20238
Treynor Bancshares, Inc. 884.53%5.22%5.60%Q4 2021Q3 20238
Leeward Financial Partners, LLC 880.46%0.50%0.56%Q4 2021Q3 20238
TOWNSQUARE CAPITAL LLC 530.01%0.12%0.30%Q4 2018Q3 20238
Jaffetilchin Investment Partners, LLC 880.69%1.31%1.57%Q4 2021Q3 20238
ACG Wealth 710.02%0.29%0.55%Q3 2018Q2 20228
Wealth Management Solutions, LLC 887.68%8.93%9.78%Q4 2021Q3 20238
SFG Wealth Management, LLC. 880.97%5.06%8.26%Q4 2021Q3 20238
Lindbrook Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Garrison Asset Management, LLC 880.34%0.41%0.47%Q4 2018Q3 20208
Center For Asset Management LLC 880.34%0.58%0.79%Q4 2020Q3 20228
Raleigh Capital Management Inc. 880.12%0.35%0.93%Q4 2021Q3 20238
MGO ONE SEVEN LLC 880.03%0.07%0.10%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.04%0.04%0.04%Q4 2021Q3 20238
OLIO Financial Planning 880.29%0.33%0.44%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 882.19%2.32%2.42%Q4 2021Q3 20238
Wechter Feldman Wealth Management, Inc. 880.19%1.22%1.80%Q1 2018Q4 20198
Bay Harbor Wealth Management, LLC 880.01%0.10%0.25%Q4 2020Q3 20228
EPG Wealth Management LLC 530.00%0.01%0.02%Q3 2021Q3 20238
Aquire Wealth Advisors, LLC 887.92%11.34%15.43%Q4 2021Q3 20238
Brewster Financial Planning LLC 880.29%0.32%0.36%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
FIRST NATIONAL BANK OF OMAHA 880.01%0.01%0.02%Q4 2021Q3 20238
Treasure Coast Financial Planning 8813.83%14.78%16.15%Q4 2021Q3 20238
Hayden Royal, LLC 410.52%0.78%1.48%Q3 2019Q4 20218
TKG Advisors, LLC 881.46%1.65%1.88%Q4 2021Q3 20238
TRUE Private Wealth Advisors 510.01%0.01%0.05%Q3 2018Q3 20238
CAMBRIDGE TRUST CO 880.00%0.00%0.00%Q4 2021Q3 20238
Investors Financial Group, LLC 880.21%0.23%0.27%Q1 2020Q4 20218
Capasso Planning Partners LLC 886.73%7.62%9.62%Q4 2021Q3 20238
Advance Capital Management, Inc. 880.10%0.15%0.27%Q4 2021Q3 20238
Teamwork Financial Advisors, LLC 710.05%0.07%0.13%Q4 2019Q4 20218
Graypoint LLC 430.06%0.12%0.20%Q4 2021Q3 20237
Measured Wealth Private Client Group, LLC 770.13%0.42%0.77%Q2 2018Q4 20197
MANAGED ACCOUNT SERVICES INC 770.14%0.22%0.27%Q1 2020Q3 20217
Financial Architects, Inc 430.00%0.01%0.02%Q2 2014Q2 20207
FLYNN ZITO CAPITAL MANAGEMENT, LLC 520.20%0.30%0.39%Q4 2021Q3 20237
TRUST CO OF VERMONT 410.00%0.00%0.00%Q1 2021Q1 20237
BUTENSKY & COHEN FINANCIAL SECURITY, INC 770.12%0.13%0.14%Q3 2020Q1 20227
L.M. KOHN & COMPANY 770.14%0.24%0.49%Q1 2022Q3 20237
Ford Financial Group, LLC 610.04%3.40%12.34%Q2 2021Q1 20237
Plante Moran Financial Advisors, LLC 510.00%0.02%0.07%Q2 2017Q3 20237
Gladstone Institutional Advisory LLC 770.02%0.03%0.03%Q1 2022Q3 20237
Valeo Financial Advisors, LLC 520.00%0.00%0.01%Q1 2019Q1 20217
Ameritas Advisory Services, LLC 610.01%0.01%0.02%Q4 2021Q3 20237
Callan Capital, LLC 771.02%1.81%2.30%Q1 2022Q3 20237
REUTER JAMES WEALTH MANAGEMENT, LLC 610.27%0.59%0.82%Q4 2021Q3 20237
WADE G W & INC 510.01%0.03%0.15%Q4 2014Q2 20237
Cerity Partners LLC 770.00%0.03%0.15%Q1 2022Q3 20237
Darrow Company, Inc. 430.19%0.22%0.26%Q4 2021Q3 20237
Cahill Wealth Management, LLC 770.83%0.89%0.97%Q1 2022Q3 20237
Ruggie Capital Group 610.33%0.89%1.47%Q4 2017Q3 20197
Stearns Financial Services Group 510.00%0.01%0.02%Q3 2018Q3 20207
Rockbridge Investment Management, LCC 776.56%8.09%9.38%Q2 2020Q4 20217
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q4 2019Q3 20237
Beacon Capital Management, LLC 770.05%0.06%0.07%Q1 2022Q3 20237
LEVEL FOUR ADVISORY SERVICES, LLC 610.02%0.30%0.94%Q2 2019Q2 20217
Polaris Wealth Advisory Group, LLC 770.19%0.23%0.32%Q1 2018Q3 20197
Redwood Financial Network Corp 770.84%2.47%4.04%Q1 2022Q3 20237
Paladin Advisory Group, LLC 610.01%0.01%0.03%Q4 2021Q3 20237
Ameritas Investment Company, LLC 310.01%0.08%0.46%Q4 2018Q3 20217
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Hexagon Capital Partners LLC 770.00%0.00%0.00%Q1 2022Q3 20237
MONETA GROUP INVESTMENT ADVISORS LLC 770.02%0.07%0.14%Q2 2018Q4 20197
Westover Capital Advisors, LLC 770.10%0.13%0.15%Q3 2020Q1 20227
TCG Advisors, LP 770.18%1.15%2.51%Q4 2018Q2 20207
TD Waterhouse Canada Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 770.02%0.02%0.03%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.04%0.04%0.05%Q1 2022Q3 20237
Lloyd Advisory Services, LLC. 770.21%0.26%0.33%Q4 2020Q2 20227
EATON VANCE MANAGEMENT 770.00%0.00%0.00%Q1 2021Q3 20227
Pacifica Partners Inc. 770.00%0.01%0.01%Q2 2022Q4 20237
Accurate Wealth Management, LLC 510.01%0.30%0.49%Q2 2021Q4 20226
TRADITION CAPITAL MANAGEMENT LLC 660.14%0.46%1.09%Q4 2017Q1 20196
Lumbard & Kellner, LLC 210.08%0.10%0.14%Q4 2020Q2 20236
TELEMUS CAPITAL, LLC 510.02%0.05%0.10%Q4 2019Q4 20216
GIRARD PARTNERS LTD. 510.03%0.18%0.26%Q3 2019Q4 20216
All Terrain Financial Advisors, LLC 660.08%0.09%0.11%Q1 2018Q2 20196
BANK HAPOALIM BM 661.11%1.30%1.41%Q3 2021Q4 20226
Householder Group Estate & Retirement Specialist, LLC 410.21%0.39%0.84%Q4 2021Q3 20236
Berger Financial Group, Inc 660.09%0.12%0.18%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Jordan Park Group LLC 330.02%0.04%0.12%Q1 2020Q1 20226
FIRST QUADRANT LLC/CA 665.96%6.82%7.24%Q3 2020Q4 20216
Seaside Wealth Management, Inc. 660.64%0.73%0.85%Q2 2022Q3 20236
ICA Group Wealth Management, LLC 660.04%0.09%0.15%Q2 2022Q3 20236
Provident Wealth Management, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
MSI Financial Services Inc 660.00%0.00%0.01%Q3 2015Q4 20166
Country Club Trust Company, n.a. 660.02%0.02%0.02%Q3 2020Q4 20216
COLONY GROUP LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Realta Investment Advisors 220.00%0.00%0.00%Q1 2019Q3 20236
Intrepid Financial Planning Group LLC 660.21%0.22%0.22%Q2 2022Q3 20236
Stone House Investment Management, LLC 661.49%2.14%3.21%Q3 2018Q4 20196
GPS Wealth Strategies Group, LLC 660.14%0.29%0.46%Q2 2022Q3 20236
KWB Wealth 660.37%0.61%1.18%Q2 2022Q3 20236
Capital Bank & Trust Co 660.01%0.01%0.01%Q1 2020Q2 20216
BANK OF MONTREAL /CAN/ 410.00%0.00%0.00%Q3 2015Q3 20236
DT Investment Partners, LLC 660.15%0.20%0.21%Q1 2019Q2 20206
Hanlon Investment Management, Inc. 660.06%0.14%0.31%Q1 2019Q2 20206
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
LINCOLN NATIONAL CORP 420.01%0.03%0.04%Q1 2018Q2 20206
Joseph Group Capital Management 661.32%1.47%1.98%Q4 2021Q1 20236
FORVIS Wealth Advisors, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
MEEDER ASSET MANAGEMENT INC 310.00%0.01%0.03%Q2 2020Q2 20226
Epic Trust Investment Advisors, LLC 660.68%0.85%1.20%Q2 2022Q3 20236
AXXCESS WEALTH MANAGEMENT, LLC 660.02%0.04%0.05%Q2 2022Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.03%0.05%0.10%Q2 2021Q4 20226
M&T BANK CORP 660.00%0.01%0.01%Q2 2022Q3 20236
Redwood Investment Management, LLC 660.58%0.73%0.95%Q3 2018Q4 20196
WIN ADVISORS, INC 550.00%0.57%2.78%Q4 2021Q4 20225
Selective Wealth Management, Inc. 550.02%0.02%0.03%Q3 2021Q3 20225
Baltimore-Washington Financial Advisors, Inc. 550.12%0.77%1.46%Q3 2022Q3 20235
Lifeworks Advisors, LLC 550.10%0.12%0.13%Q3 2022Q3 20235
RETIREMENT CAPITAL STRATEGIES 210.14%2.62%6.39%Q3 2019Q3 20235
TWO SIGMA SECURITIES, LLC 210.01%0.03%0.09%Q3 2017Q3 20235
Trilogy Capital Inc. 550.04%0.10%0.20%Q3 2022Q3 20235
FINANCIAL CONSULATE, INC 550.44%0.65%0.89%Q1 2018Q1 20195
Alexandria Capital, LLC 410.03%0.03%0.04%Q1 2019Q3 20205
HERITAGE INVESTORS MANAGEMENT CORP 550.02%0.02%0.02%Q4 2019Q4 20205
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.15%0.25%0.37%Q1 2020Q1 20215
PEAPACK GLADSTONE FINANCIAL CORP 550.00%0.01%0.01%Q3 2022Q3 20235
VICUS CAPITAL 550.09%0.11%0.11%Q4 2017Q4 20185
Copperwynd Financial, LLC 410.39%0.49%0.54%Q1 2019Q4 20215
Truadvice, LLC 550.15%0.46%0.67%Q3 2022Q3 20235
AVANTAX ADVISORY SERVICES, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.05%0.16%0.33%Q4 2021Q4 20225
MATHER GROUP, LLC. 320.00%0.01%0.01%Q1 2022Q2 20235
Compass Wealth Management LLC 550.01%0.03%0.04%Q4 2022Q4 20235
PARAGON FINANCIAL PARTNERS, INC. 320.19%0.21%0.24%Q4 2021Q3 20235
TRADITION ASSET MANAGEMENT LLC 551.32%1.56%1.80%Q2 2019Q2 20205
Compass Financial Group, INC/SD 554.37%5.18%6.28%Q4 2022Q4 20235
Integrated Investment Consultants, LLC 550.00%0.00%0.00%Q1 2016Q1 20175
NewEdge Advisors, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Resource Management, LLC 550.03%0.03%0.03%Q4 2020Q4 20215
True Link Financial Advisors, LLC 550.01%0.02%0.04%Q4 2020Q4 20215
Bernicke Wealth Management, Ltd. 551.35%1.40%1.48%Q1 2018Q1 20195
Truepoint, Inc. 320.01%0.01%0.02%Q2 2019Q3 20235
Tradition Wealth Management, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Trexquant Investment LP 310.01%0.06%0.16%Q1 2020Q4 20225
Watermark Asset Management, Inc. 550.73%1.71%2.06%Q4 2017Q4 20185
Wall Capital Group, Inc. 550.92%3.96%12.45%Q3 2022Q3 20235
TOTH FINANCIAL ADVISORY CORP 550.00%0.00%0.00%Q3 2022Q3 20235
Spartan Planning & Wealth Management 412.46%4.85%10.98%Q1 2022Q3 20235
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Beaumont Financial Partners, LLC 550.02%0.02%0.02%Q3 2021Q3 20225
Sigma Planning Corp 410.01%0.04%0.07%Q1 2022Q3 20235
GSA CAPITAL PARTNERS LLP 550.04%0.05%0.06%Q4 2020Q4 20215
Gibson Wealth Advisors LLC 550.53%0.58%0.63%Q4 2021Q4 20225
Mariner, LLC 550.00%0.02%0.05%Q3 2022Q3 20235
Orca Investment Management, LLC 320.20%0.26%0.29%Q4 2021Q3 20235
Advisory Alpha, LLC 550.00%0.05%0.20%Q1 2019Q1 20205
MASSMUTUAL TRUST CO FSB/ADV 550.00%0.00%0.01%Q4 2021Q4 20225
Crewe Advisors LLC 550.00%0.10%0.46%Q4 2018Q4 20195
ROWLAND CARMICHAEL ADVISORS INC /ADV 550.04%0.40%0.53%Q1 2018Q1 20195
BADGLEY PHELPS & BELL INC 550.02%0.25%0.81%Q2 2020Q2 20215
CREDIT SUISSE AG/ 440.00%0.00%0.00%Q2 2018Q1 20194
STEVENS CAPITAL PARTNERS 440.80%0.83%0.87%Q4 2022Q3 20234
SALEM INVESTMENT COUNSELORS INC 440.00%0.00%0.00%Q3 2022Q2 20234
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2018Q3 20234
CONGRESS ASSET MANAGEMENT CO /MA 110.00%0.00%0.01%Q4 2018Q3 20234
MONTAG A & ASSOCIATES INC 440.00%0.00%0.00%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.29%0.32%0.35%Q4 2022Q3 20234
WJ Wealth Management, LLC 220.12%0.14%0.20%Q3 2022Q3 20234
SFMG, LLC 440.21%0.55%1.38%Q4 2022Q3 20234
GERMAN AMERICAN BANCORP, INC. 440.08%0.08%0.08%Q4 2022Q3 20234
Concord Wealth Partners 210.01%0.01%0.01%Q2 2022Q3 20234
Blue Edge Capital, LLC 440.17%0.20%0.27%Q4 2022Q3 20234
Retirement Group, LLC 220.00%0.01%0.02%Q2 2020Q3 20234
TRIAD FINANCIAL ADVISORS, INC. 440.21%0.52%0.92%Q4 2021Q3 20224
MUFG Americas Holdings Corp 440.00%0.00%0.00%Q3 2019Q2 20204
Goldstein Advisors, LLC 440.18%0.20%0.22%Q4 2022Q3 20234
Tennessee Valley Asset Management Partners 440.20%0.28%0.36%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Bridgewealth Advisory Group, LLC 4411.19%12.23%14.68%Q4 2022Q3 20234
FSM Wealth Advisors, LLC 440.11%0.12%0.14%Q4 2022Q3 20234
Redhawk Wealth Advisors, Inc. 440.05%0.06%0.08%Q2 2021Q1 20224
Wealth & Pension Services Group, Inc. 440.79%0.83%0.88%Q4 2018Q3 20194
WRAPMANAGER INC 110.08%0.30%0.46%Q4 2018Q4 20224
CASCADE INVESTMENT GROUP, INC. 444.30%4.37%4.46%Q4 2022Q3 20234
BANK OF HAWAII 440.09%0.10%0.12%Q4 2022Q3 20234
WESTPORT RESOURCES MANAGEMENT INC 440.01%0.01%0.01%Q1 2015Q4 20154
Voya Financial Advisors, Inc. 440.06%0.23%0.60%Q2 2020Q1 20214
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.30%0.33%0.37%Q4 2022Q3 20234
Portfolio Strategies, Inc. 445.41%5.58%5.91%Q4 2022Q3 20234
Vertex Planning Partners, LLC 440.12%0.13%0.16%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.06%1.06%1.64%Q4 2022Q3 20234
Opes Wealth Management LLC 440.07%0.07%0.08%Q2 2021Q1 20224
Cerro Pacific Wealth Advisors LLC 440.17%0.18%0.19%Q2 2021Q1 20224
Colonial Trust Advisors 220.02%0.02%0.02%Q4 2021Q1 20234
AIFG Consultants Ltd. 447.95%8.17%8.49%Q4 2022Q3 20234
GREENLEAF TRUST 440.04%0.04%0.06%Q4 2022Q3 20234
GM Advisory Group, LLC 441.96%2.29%3.05%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 440.56%0.59%0.62%Q4 2022Q3 20234
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.00%Q2 2013Q2 20144
Zhang Financial LLC 440.10%0.12%0.13%Q4 2022Q3 20234
TWO SIGMA INVESTMENTS, LP 220.00%0.00%0.00%Q2 2022Q3 20234
Ferris Capital, LLC 440.43%0.49%0.52%Q4 2017Q3 20184
Summit Investment Advisory Services, LLC 444.89%5.55%7.40%Q4 2022Q3 20234
Flagship Private Wealth, LLC 310.14%0.15%0.15%Q4 2020Q4 20214
Advisor Resource Council 310.10%0.96%1.55%Q2 2021Q2 20224
Sharper & Granite LLC 440.65%0.68%0.74%Q4 2022Q3 20234
Sage Mountain Advisors LLC 440.00%0.00%0.00%Q2 2021Q1 20224
LITTLE HOUSE CAPITAL LLC 441.69%1.74%1.77%Q4 2022Q3 20234
Virtu KCG Holdings LLC 210.00%0.02%0.02%Q3 2013Q3 20164
Levy Wealth Management Group, LLC 440.24%0.26%0.29%Q4 2022Q3 20234
KARLINSKI ANDREW C 443.81%4.93%5.59%Q4 2021Q3 20224
Creative Capital Management Investments LLC 440.03%0.03%0.03%Q4 2022Q3 20234
M&R CAPITAL MANAGEMENT INC 440.00%0.00%0.00%Q1 2023Q4 20234
Beaumont Financial Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
GUARDIAN WEALTH ADVISORS, LLC / NC 440.01%0.08%0.13%Q4 2021Q3 20224
True Wealth Design, LLC 440.10%0.12%0.12%Q4 2022Q3 20234
Financial Enhancement Group LLC 442.02%4.23%6.53%Q4 2022Q3 20234
Sunburst Financial Group, LLC 440.26%0.34%0.43%Q4 2022Q3 20234
PERSONAL FINANCIAL CONSULTANTS INC /ADV 440.17%0.50%0.84%Q3 2018Q2 20194
Advisor OS, LLC 310.11%0.24%0.32%Q2 2020Q3 20234
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
January Capital Advisors LLC 331.18%1.94%3.46%Q4 2021Q2 20223
New Republic Capital, LLC 330.04%0.04%0.04%Q4 2022Q2 20233
FLOW TRADERS U.S. LLC 210.02%0.08%0.13%Q1 2020Q2 20223
Resurgent Financial Advisors LLC 330.18%0.20%0.21%Q2 2022Q4 20223
Mach-1 Financial Group, LLC 210.01%0.03%0.07%Q2 2022Q1 20233
Aristides Capital LLC 330.59%0.68%0.74%Q4 2021Q2 20223
Y-Intercept (Hong Kong) Ltd 210.02%0.04%0.06%Q1 2022Q2 20233
Planning Solutions Group LLC 330.58%0.59%0.60%Q4 2018Q2 20193
Navalign, LLC 330.11%0.12%0.13%Q1 2021Q3 20213
Clear Perspective Advisors, LLC 210.00%0.09%0.27%Q1 2018Q4 20183
LIBERTY WEALTH MANAGEMENT LLC 210.01%0.03%0.06%Q2 2021Q3 20233
AlphaCore Capital LLC 330.01%0.01%0.02%Q4 2022Q2 20233
Destination Wealth Management 110.00%0.05%0.14%Q2 2015Q1 20233
Prospera Financial Services Inc 210.00%0.01%0.02%Q3 2020Q2 20223
Perennial Investment Advisors, LLC 331.37%1.53%1.78%Q1 2023Q3 20233
LGT Financial Advisors LLC 210.01%0.01%0.01%Q4 2022Q3 20233
L & S Advisors Inc 330.08%0.10%0.11%Q1 2023Q3 20233
Adams Wealth Management 330.07%0.09%0.12%Q1 2023Q3 20233
COLDSTREAM CAPITAL MANAGEMENT INC 210.02%0.02%0.03%Q2 2022Q1 20233
Sunbelt Securities, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Financial Sense Advisors, Inc. 330.12%0.14%0.16%Q2 2021Q4 20213
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 3313.55%14.21%14.67%Q1 2023Q3 20233
WOLFF WIESE MAGANA LLC 330.01%0.01%0.01%Q3 2021Q1 20223
DIXON HUBARD FEINOUR & BROWN INC/VA 330.08%0.08%0.08%Q4 2021Q2 20223
Legacy Capital Group California, Inc. 331.55%1.65%1.81%Q1 2023Q3 20233
Parisi Gray Wealth Management 210.07%0.08%0.08%Q2 2021Q1 20223
TWO SIGMA ADVISERS, LP 210.00%0.00%0.00%Q3 2022Q3 20233
Congress Wealth Management LLC / DE / 210.01%0.01%0.02%Q4 2021Q4 20223
COMERICA BANK 210.00%0.00%0.00%Q4 2018Q3 20233
Solano Wealth Management, Inc. 330.17%2.18%6.20%Q1 2023Q3 20233
Shore Point Advisors, LLC 330.23%0.92%1.27%Q4 2021Q2 20223
Wealth Enhancement & Preservation of GA, LLC 338.36%11.79%13.72%Q4 2019Q2 20203
Mirae Asset Global Investments Co., Ltd. 330.01%0.05%0.10%Q3 2013Q1 20143
Fort Point Capital Partners LLC 210.03%0.04%0.05%Q4 2021Q2 20233
Valtinson Bruner Financial Planning LLC 331.65%1.80%1.98%Q4 2018Q2 20193
Journey Advisory Group, LLC 330.45%0.51%0.56%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.45%0.48%0.54%Q1 2023Q3 20233
WealthPlan Investment Management, LLC 210.09%0.10%0.10%Q1 2022Q4 20223
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 330.00%0.00%0.00%Q1 2018Q3 20183
American Trust 330.05%0.06%0.06%Q4 2022Q2 20233
McElhenny Sheffield Capital Management, LLC 330.10%0.11%0.12%Q4 2021Q2 20223
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 330.40%0.70%1.24%Q4 2021Q2 20223
ACCURATE INVESTMENT SOLUTIONS, INC. 330.00%0.00%0.01%Q3 2019Q1 20203
NATIONAL BANK OF CANADA /FI/ 330.00%0.00%0.00%Q1 2023Q3 20233
WOODBURN R ROBERT JR 332.19%2.23%2.28%Q4 2012Q2 20133
MARYLAND CAPITAL ADVISORS INC. 330.01%0.01%0.01%Q1 2023Q3 20233
BIP Wealth, LLC 331.13%1.30%1.55%Q1 2023Q3 20233
TD Capital Management LLC 330.10%0.11%0.13%Q1 2023Q3 20233
Vestpro Financial Partners, Inc. dba CPF Texas 330.20%0.34%0.42%Q1 2018Q3 20183
AJ WEALTH STRATEGIES, LLC 330.87%0.96%1.08%Q4 2022Q2 20233
AlphaStar Capital Management, LLC 330.09%0.09%0.10%Q2 2019Q4 20193
Badgley Phelps Wealth Managers, LLC 210.02%0.18%0.50%Q3 2021Q3 20223
Glovista Investments LLC 330.31%0.34%0.36%Q4 2020Q2 20213
THRIVENT FINANCIAL FOR LUTHERANS 330.00%0.00%0.00%Q1 2023Q3 20233
Freedman Financial Associates, Inc. 330.04%0.04%0.05%Q3 2021Q1 20223
Dixon Hughes Goodman Wealth Advisors LLC 220.29%0.32%0.36%Q4 2021Q1 20222
Anfield Capital Management, LLC 110.02%0.09%0.16%Q4 2019Q2 20212
JUNCTURE WEALTH STRATEGIES, LLC 220.12%0.13%0.14%Q3 2018Q4 20182
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q3 2019Q1 20202
Legacy Private Trust Co. 221.34%1.38%1.41%Q2 2023Q3 20232
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.00%0.00%0.00%Q2 2018Q3 20182
1832 Asset Management L.P. 110.00%0.00%0.00%Q1 2019Q3 20212
HORIZON FINANCIAL SERVICES, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q2 2018Q4 20182
Modera Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
WealthShield Partners, LLC 220.05%0.05%0.06%Q2 2020Q3 20202
Cherry Tree Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Sharkey, Howes & Javer 220.20%0.22%0.24%Q1 2023Q2 20232
PFG Advisors 220.10%0.13%0.16%Q2 2019Q3 20192
Ranch Capital Advisors Inc. 220.03%0.03%0.03%Q4 2019Q1 20202
Vantage Investment Advisors, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 220.01%0.01%0.01%Q3 2018Q4 20182
Essex LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Zurich Insurance Group Ltd/FI 220.00%0.01%0.02%Q3 2019Q4 20192
Golden State Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q3 20202
Coston, McIsaac & Partners 220.01%0.01%0.01%Q2 2023Q3 20232
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Prosperity Financial Group, Inc. 220.30%0.33%0.36%Q2 2023Q3 20232
DONALDSON CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Virtu Financial LLC 110.01%0.02%0.02%Q1 2018Q3 20182
Vawter Financial, Ltd. 220.30%0.32%0.33%Q2 2023Q3 20232
Perfromance Wealth Partners, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Financial Management Professionals, Inc. 220.97%0.98%0.99%Q2 2023Q3 20232
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
SVB WEALTH LLC 220.00%0.00%0.00%Q3 2020Q4 20202
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2018Q4 20192
Bleakley Financial Group, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
First Ascent Asset Management, LLC 221.41%1.51%1.61%Q4 2019Q1 20202
Axim Planning & Wealth 220.05%0.05%0.05%Q2 2022Q3 20222
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Cordasco Financial Network 220.03%0.03%0.03%Q4 2018Q1 20192
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Dechtman Wealth Management, LLC 220.06%0.06%0.07%Q2 2023Q3 20232
Gerber Kawasaki Wealth & Investment Management 220.02%0.02%0.02%Q2 2023Q3 20232
Tyler-Stone Wealth Management 220.08%0.09%0.11%Q2 2023Q3 20232
Covington Capital Management 220.00%0.00%0.00%Q3 2021Q4 20212
Cedar Brook Financial Partners, LLC 220.35%0.35%0.36%Q3 2022Q4 20222
NORTHERN TRUST CORP 110.00%0.00%0.00%Q2 2021Q3 20232
Slagle Financial, LLC 222.49%2.65%2.81%Q2 2023Q3 20232
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.07%0.07%0.07%Q4 2021Q1 20222
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
REDW Wealth LLC 220.14%0.14%0.14%Q1 2019Q2 20192
Values Added Financial LLC 223.95%4.08%4.22%Q2 2023Q3 20232
OneAscent Financial Services LLC 220.42%0.49%0.56%Q2 2022Q3 20222
NVWM, LLC 110.00%0.02%0.03%Q4 2020Q2 20222
Hoover Financial Advisors, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
Sightline Wealth Advisors, LLC 220.22%0.25%0.28%Q2 2023Q3 20232
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q2 2023Q3 20232
SG Americas Securities, LLC 110.00%0.00%0.01%Q3 2016Q3 20182
GRAND WEALTH MANAGEMENT, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Freestone Capital Holdings, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
CFO4Life Group, LLC 220.41%4.60%8.80%Q4 2018Q1 20192
FAIRFIELD, BUSH & CO. 110.01%0.01%0.02%Q2 2022Q2 20232
Strategic Wealth Partners, Ltd. 220.00%0.05%0.11%Q1 2018Q2 20182
Squarepoint Ops LLC 110.01%0.01%0.01%Q1 2022Q1 20222
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2019Q4 20212
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q2 2018Q3 20182
FURE FINANCIAL CORP 222.98%3.28%3.59%Q4 2019Q1 20202
Strategic Asset Management, LLC 220.19%0.20%0.22%Q3 2021Q4 20212
Legacy Capital Wealth Partners, LLC 110.27%0.28%0.29%Q1 2023Q3 20232
Wealth Quarterback LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Blue Sky Asset Management, LLC 110.50%0.50%0.50%Q4 2019Q4 20191
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2015Q3 20151
Acropolis Investment Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ALTA CAPITAL MANAGEMENT LLC/ 110.02%0.02%0.02%Q4 2018Q4 20181
Per Stirling Capital Management, LLC. 113.77%3.77%3.77%Q4 2022Q4 20221
DOWLING & YAHNKE LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Obsidian Personal Planning Solutions LLC 110.26%0.26%0.26%Q2 2023Q2 20231
Keystone Financial Group 110.04%0.04%0.04%Q3 2023Q3 20231
Diversified, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
KerberRose Wealth Management, LLC 114.88%4.88%4.88%Q2 2022Q2 20221
Cypress Capital Management LLC (WY) 110.09%0.09%0.09%Q3 2018Q3 20181
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Hilltop Holdings Inc. 110.16%0.16%0.16%Q4 2016Q4 20161
BCGM Wealth Management, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Ironwood Wealth Management, LLC. 110.00%0.00%0.00%Q2 2018Q2 20181
Hardy Reed LLC 110.19%0.19%0.19%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
BOK Financial Private Wealth, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
S.E.E.D. Planning Group LLC 110.11%0.11%0.11%Q3 2022Q3 20221
Key Bridge Compliance, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
SkyOak Wealth, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
Clarkston Capital Partners, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.01%0.01%0.01%Q3 2023Q3 20231
Eaton Financial Holdings Company, LLC 110.57%0.57%0.57%Q4 2022Q4 20221
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Level Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
Regal Investment Advisors LLC 110.06%0.06%0.06%Q2 2014Q2 20141
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
CIGNA INVESTMENTS INC /NEW 115.00%5.00%5.00%Q4 2021Q4 20211
BerganKDV Wealth Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
KNIGHT CAPITAL GROUP LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Kingsview Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
KINGSWOOD WEALTH ADVISORS, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
PCA Investment Advisory Services Inc. 110.08%0.08%0.08%Q2 2023Q2 20231
ACUTE INVESTMENT ADVISORY, LLC 110.25%0.25%0.25%Q4 2021Q4 20211
Connecticut Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Meridian Wealth Management, LLC 110.12%0.12%0.12%Q2 2019Q2 20191
HAP Trading, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
SIENA CAPITAL LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Kerntke Otto McGlone Wealth Management Group 110.00%0.00%0.00%Q4 2022Q4 20221
Meeder Advisory Services, Inc. 110.06%0.06%0.06%Q4 2022Q4 20221
Waterloo Capital, L.P. 111.79%1.79%1.79%Q1 2020Q1 20201
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BEAM WEALTH ADVISORS, INC. 110.42%0.42%0.42%Q4 2019Q4 20191
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
IFG Advisory, LLC 110.13%0.13%0.13%Q2 2020Q2 20201
First National Bank of Mount Dora, Trust Investment Services 110.06%0.06%0.06%Q4 2021Q4 20211
Gilbert & Cook, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
TFG Advisers LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q4 2014Q4 20141
Mascoma Wealth Management LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Bank OZK 110.30%0.30%0.30%Q3 2022Q3 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
COURIER CAPITAL LLC 110.05%0.05%0.05%Q2 2013Q2 20131
Simplicity Wealth,LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Retirement Planning Co of New England, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Betterment LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Riverview Trust Co 110.05%0.05%0.05%Q4 2018Q4 20181
CXI Advisors 110.04%0.04%0.04%Q4 2019Q4 20191
Johnson Midwest Financial, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Grace Capital 110.06%0.06%0.06%Q4 2018Q4 20181
Northland Capital Management LLC 110.74%0.74%0.74%Q3 2023Q3 20231
Black Diamond Financial, LLC 110.19%0.19%0.19%Q1 2022Q1 20221
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
CNB Bank 110.03%0.03%0.03%Q3 2018Q3 20181
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Tuttle Capital Management, LLC 110.38%0.38%0.38%Q2 2018Q2 20181
Linscomb & Williams, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Safeguard Financial, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
CENTAURUS FINANCIAL, INC. 110.11%0.11%0.11%Q2 2018Q2 20181
Oak Point Wealth Management 111.24%1.24%1.24%Q1 2018Q1 20181
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
PFS INVESTMENTS INC. 110.01%0.01%0.01%Q2 2022Q2 20221
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q2 2020Q2 20201
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2021Q3 20211
FIRST HORIZON CORP 110.25%0.25%0.25%Q2 2013Q2 20131
B. Riley Wealth Advisors, Inc. 110.02%0.02%0.02%Q3 2021Q3 20211
Constant Guidance Financial LLC 110.54%0.54%0.54%Q3 2023Q3 20231
NovaPoint Capital, LLC 110.14%0.14%0.14%Q3 2020Q3 20201
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SJS Investment Consulting Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
LJI Wealth Management, LLC 110.28%0.28%0.28%Q4 2022Q4 20221
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q2 2022Q2 20221
North Star Investment Management Corp. 110.00%0.00%0.00%Q3 2022Q3 20221
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
Equita Financial Network, Inc. 115.15%5.15%5.15%Q3 2023Q3 20231
Halpern Financial, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Wealth CMT 110.05%0.05%0.05%Q1 2023Q1 20231
Northstar Advisory Group, LLC 111.26%1.26%1.26%Q3 2021Q3 20211
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Engrave Wealth Partners LLC 110.01%0.01%0.01%Q1 2020Q1 20201
STATE OF MICHIGAN RETIREMENT SYSTEM 110.03%0.03%0.03%Q2 2022Q2 20221
Horizon Wealth Management, LLC 119.14%9.14%9.14%Q2 2023Q2 20231
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Mine & Arao Wealth Creation & Management, LLC. 110.07%0.07%0.07%Q4 2019Q4 20191
MOULTON WEALTH MANAGEMENT, INC 110.36%0.36%0.36%Q4 2019Q4 20191
FORTEM FINANCIAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Austin Wealth Management, LLC 111.26%1.26%1.26%Q3 2023Q3 20231
Karp Capital Management Corp 110.00%0.00%0.00%Q3 2022Q3 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Covestor Ltd 110.03%0.03%0.03%Q3 2023Q3 20231
Foresight Wealth Management, LLC 110.15%0.15%0.15%Q3 2019Q3 20191
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TLW Wealth Management, LLC 1112.31%12.31%12.31%Q4 2018Q4 20181
WCG Wealth Advisors LLC 110.10%0.10%0.10%Q3 2023Q3 20231
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Catalyst Wealth Management, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2023Q1 20231
Spot Trading L.L.C 110.19%0.19%0.19%Q1 2014Q1 20141
Hefty Wealth Partners 110.35%0.35%0.35%Q1 2018Q1 20181
Royal Harbor Partners, LLC 1118.29%18.29%18.29%Q3 2023Q3 20231
UMB Bank, n.a. 110.00%0.00%0.00%Q2 2022Q2 20221
OLD MISSION CAPITAL LLC 110.10%0.10%0.10%Q2 2020Q2 20201
Empower Advisory Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SouthState Corp 110.01%0.01%0.01%Q3 2020Q3 20201
Chessman Wealth Strategies RIA 110.02%0.02%0.02%Q3 2018Q3 20181
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2020Q4 20201
Impact Partnership Wealth, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
TIAA, FSB 110.00%0.00%0.00%Q2 2022Q2 20221
JD Financial Services Inc. 110.64%0.64%0.64%Q4 2020Q4 20201
External links

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