SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Freedom Investment Management, Inc. 43430.02%0.41%1.59%Q1 2013Q3 202343
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.04%0.12%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42420.04%0.17%0.28%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.08%Q2 2013Q3 202342
Avior Wealth Management, LLC 39390.00%0.29%0.72%Q1 2014Q3 202339
ROYAL BANK OF CANADA 3510.00%0.00%0.01%Q3 2013Q3 202338
AMERIPRISE FINANCIAL INC 25130.00%0.00%0.00%Q2 2013Q3 202338
CITIGROUP INC 2110.00%0.00%0.00%Q2 2013Q3 202337
Tradewinds Capital Management, LLC 21160.00%1.33%5.82%Q4 2013Q3 202337
Burt Wealth Advisors 36360.10%0.38%1.75%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Manchester Capital Management LLC 36360.00%0.00%0.01%Q4 2014Q3 202336
Courage Miller Partners, LLC 36360.50%0.68%1.80%Q4 2014Q3 202336
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q2 2013Q3 202335
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
Krilogy Financial LLC 33330.08%2.50%8.46%Q3 2015Q3 202333
ENVESTNET ASSET MANAGEMENT INC 33330.00%0.04%0.58%Q3 2015Q3 202333
RAYMOND JAMES & ASSOCIATES 33330.00%0.01%0.06%Q3 2015Q3 202333
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 32320.10%0.24%0.45%Q4 2015Q3 202332
GHP Investment Advisors, Inc. 32320.11%0.89%1.32%Q4 2015Q3 202332
Jackson, Grant Investment Advisers, Inc. 32320.02%0.02%0.02%Q4 2015Q3 202332
Asset Dedication, LLC 32320.79%1.46%2.37%Q4 2015Q3 202332
HighTower Advisors, LLC 2660.00%0.02%0.05%Q1 2014Q3 202332
FAS Wealth Partners, Inc. 32320.20%3.34%6.05%Q4 2015Q3 202332
Schneider Downs Wealth Management Advisors, LP 19120.05%0.72%2.54%Q4 2015Q3 202331
IFP Advisors, Inc 17140.01%0.05%0.15%Q4 2015Q3 202331
COLONY GROUP LLC 2810.01%0.03%0.24%Q4 2014Q3 202330
Raymond James Financial Services Advisors, Inc. 19110.00%0.01%0.01%Q1 2016Q3 202330
Pure Financial Advisors, LLC 2270.04%0.19%0.59%Q1 2016Q4 202329
CAPTRUST FINANCIAL ADVISORS 2610.00%0.04%0.22%Q4 2015Q3 202329
STIFEL FINANCIAL CORP 2810.00%0.05%0.16%Q2 2016Q3 202329
Avantax Planning Partners, Inc. 28280.10%0.24%0.56%Q4 2016Q3 202328
McAdam, LLC 28281.32%2.80%3.73%Q4 2016Q3 202328
APPLETON PARTNERS INC/MA 28280.02%0.11%0.53%Q1 2017Q4 202328
ALESCO ADVISORS LLC 28280.03%0.79%1.71%Q4 2016Q3 202328
JOHNSON INVESTMENT COUNSEL INC 27270.01%0.01%0.02%Q1 2017Q3 202327
Geneos Wealth Management Inc. 27270.01%0.04%0.12%Q1 2017Q3 202327
FIRST NATIONAL TRUST CO 27270.15%0.72%1.44%Q1 2017Q3 202327
Ironwood Financial, llc 2340.00%0.01%0.02%Q4 2014Q3 202127
ARCADIA INVESTMENT MANAGEMENT CORP/MI 26260.01%0.01%0.02%Q1 2017Q2 202326
AXA S.A. 26260.01%0.01%0.01%Q2 2013Q3 201926
Tower Research Capital LLC (TRC) 610.00%0.03%0.23%Q2 2013Q3 202326
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.00%0.05%0.11%Q3 2013Q4 201926
Diligent Investors, LLC 25250.20%1.62%2.35%Q3 2017Q3 202325
Financial Engines Advisors L.L.C. 25250.00%1.34%6.66%Q3 2017Q3 202325
STALEY CAPITAL ADVISERS INC 14110.01%0.03%0.05%Q2 2017Q3 202325
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2410.00%0.00%0.01%Q1 2016Q3 202325
BlackRock Inc. 1340.00%0.00%0.00%Q4 2015Q4 202225
SIGNET FINANCIAL MANAGEMENT, LLC 24240.09%1.70%4.56%Q4 2017Q3 202324
Windsor Wealth Management, Inc. 24240.57%0.89%1.58%Q4 2017Q3 202324
Broadview Financial Management, LLC 24240.39%0.56%0.80%Q4 2017Q3 202324
MML INVESTORS SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
Front Row Advisors LLC 24240.01%0.01%0.04%Q4 2017Q3 202324
Cypress Wealth Services, LLC 24240.07%0.15%0.36%Q4 2017Q3 202324
Mariner, LLC 24240.01%0.02%0.05%Q4 2017Q3 202324
Private Advisor Group, LLC 1410.00%0.03%0.10%Q3 2014Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
US BANCORP \DE\ 13100.00%0.00%0.00%Q4 2017Q3 202323
WRAPMANAGER INC 23230.18%0.25%0.34%Q1 2018Q3 202323
BANK OF MONTREAL /CAN/ 2010.00%0.00%0.00%Q3 2014Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
Kingsview Wealth Management, LLC 1660.06%0.30%0.61%Q1 2018Q3 202322
JNBA Financial Advisors 2010.02%1.54%2.71%Q2 2018Q3 202321
CWM, LLC 1210.00%0.02%0.04%Q3 2017Q3 202321
WALLER FINANCIAL PLANNING GROUP, INC 21211.15%1.98%3.41%Q4 2018Q4 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.03%Q3 2018Q3 202321
Occidental Asset Management, LLC 21210.27%0.32%0.40%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Princeton Global Asset Management LLC 20200.01%0.02%0.06%Q4 2018Q3 202320
Carnegie Capital Asset Management, LLC 1010.03%0.10%0.24%Q2 2013Q4 202020
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 20200.08%0.16%0.21%Q3 2016Q2 202120
ERn Financial, LLC 20201.89%2.62%3.50%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.09%0.66%Q1 2018Q3 202320
Prestige Wealth Management Group LLC 20200.02%0.95%1.48%Q4 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.13%0.59%2.63%Q4 2018Q3 202320
JANE STREET GROUP, LLC 410.00%0.01%0.03%Q2 2014Q1 202320
Total Wealth Planning, LLC 20201.46%2.92%4.49%Q4 2018Q3 202320
SAGE FINANCIAL GROUP INC 20200.14%0.48%0.65%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.58%0.89%1.31%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.86%1.46%3.12%Q4 2018Q3 202320
Acorn Wealth Advisors, LLC 1220.17%0.21%0.31%Q4 2017Q3 202320
Creative Planning 1410.00%0.00%0.01%Q3 2015Q3 202320
AdvisorNet Financial, Inc 1910.00%0.01%0.02%Q4 2017Q3 202320
American Portfolios Advisors 20200.00%0.02%0.19%Q4 2017Q3 202220
Centerpoint Advisors, LLC 20200.12%1.19%3.95%Q4 2018Q3 202320
GOLDMAN SACHS GROUP INC 1410.00%0.00%0.00%Q2 2017Q3 202320
Omega Financial Group, LLC 20200.55%1.27%2.04%Q4 2018Q3 202320
Wealthcare Advisory Partners LLC 19190.03%0.07%0.11%Q1 2019Q3 202319
Cambridge Investment Research Advisors, Inc. 19190.00%0.01%0.02%Q1 2019Q3 202319
Capital Advisory Group Advisory Services, LLC 1310.00%0.05%0.23%Q3 2018Q3 202319
CREATIVE FINANCIAL DESIGNS INC /ADV 19190.01%0.01%0.02%Q1 2019Q3 202319
THRIVENT FINANCIAL FOR LUTHERANS 19190.00%0.01%0.02%Q1 2019Q3 202319
Gladstone Institutional Advisory LLC 19190.26%0.73%1.49%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Klingman & Associates, LLC 19190.05%1.63%2.19%Q1 2019Q3 202319
Lutz Financial Services LLC 19190.05%3.10%4.40%Q1 2019Q3 202319
Veritable, L.P. 19190.05%0.11%0.21%Q4 2018Q2 202319
Ancora Advisors LLC 1610.00%0.00%0.00%Q4 2016Q3 202318
JUNCTURE WEALTH STRATEGIES, LLC 1530.60%1.20%2.22%Q2 2019Q4 202318
Parkside Financial Bank & Trust 1710.01%0.02%0.03%Q4 2015Q1 202318
Prime Capital Investment Advisors, LLC 18180.01%0.17%1.37%Q2 2019Q3 202318
BROWN ADVISORY INC 1440.00%0.00%0.00%Q1 2019Q3 202318
NorthRock Partners, LLC 18180.08%4.28%5.71%Q2 2019Q3 202318
CENTAURUS FINANCIAL, INC. 1010.01%0.10%0.27%Q4 2017Q3 202318
Citadel Advisors 710.00%0.00%0.00%Q3 2015Q3 202318
Foresight Wealth Management, LLC 17170.05%1.64%5.49%Q4 2018Q4 202217
JPMORGAN CHASE & CO 1610.00%0.00%0.00%Q2 2019Q3 202317
Winfield Associates, Inc. 17170.01%0.01%0.01%Q4 2013Q4 201717
NEXT Financial Group, Inc 1160.00%0.02%0.05%Q1 2015Q4 202117
LexAurum Advisors, LLC 17170.10%0.14%0.21%Q3 2019Q3 202317
Clarus Wealth Advisors 1341.12%2.81%5.06%Q1 2019Q2 202317
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1610.17%0.75%2.54%Q4 2018Q3 202317
REILLY FINANCIAL ADVISORS, LLC 17170.09%0.13%0.17%Q4 2017Q4 202117
Cedar Mountain Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
MERCER GLOBAL ADVISORS INC /ADV 1330.00%0.01%0.02%Q1 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.03%0.04%0.04%Q4 2019Q3 202316
HBK Sorce Advisory LLC 1510.03%0.05%0.12%Q4 2015Q4 201916
Provident Wealth Management, LLC 16160.00%0.16%1.39%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.01%0.11%0.85%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.06%0.09%0.11%Q4 2019Q3 202316
Cetera Investment Advisers 16160.02%0.04%0.07%Q4 2019Q3 202316
Marotta Asset Management 1331.02%1.39%1.91%Q4 2019Q4 202316
Vantage Investment Advisors, LLC 16160.00%0.01%0.03%Q4 2014Q3 201816
Patriot Financial Group Insurance Agency, LLC 16160.00%0.03%0.34%Q3 2018Q2 202216
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.36%0.65%1.49%Q4 2019Q3 202316
Harborview Advisors, LLC 16162.55%3.49%4.51%Q4 2017Q3 202116
Measured Wealth Private Client Group, LLC 16160.44%0.65%1.07%Q4 2019Q3 202316
SRS Capital Advisors, Inc. 1060.00%0.00%0.00%Q3 2019Q3 202316
Cetera Advisor Networks LLC 1210.00%0.01%0.04%Q2 2019Q3 202316
Merriman Wealth Management, LLC 1510.03%0.90%1.74%Q4 2018Q4 202216
Advisor Group, Inc. 15150.00%0.03%0.25%Q2 2016Q4 201915
Arbor Wealth Management, LLC 15150.07%0.19%0.29%Q4 2015Q2 201915
PACIFIC SUN FINANCIAL CORP 610.37%0.47%0.64%Q1 2018Q2 202315
Allworth Financial LP 1210.00%0.01%0.02%Q2 2018Q3 202315
THOMPSON INVESTMENT MANAGEMENT, INC. 1410.03%0.07%0.10%Q4 2019Q3 202315
Cooper Financial Group 15150.08%0.52%1.18%Q4 2019Q2 202315
OSAIC HOLDINGS, INC. 15150.02%0.15%0.47%Q1 2020Q3 202315
Gradient Investments LLC 1320.00%0.00%0.00%Q4 2018Q3 202315
Retirement Group, LLC 1412.83%4.09%5.03%Q4 2019Q3 202315
Steward Partners Investment Advisory, LLC 640.00%0.00%0.01%Q4 2017Q3 202315
KMG FIDUCIARY PARTNERS, LLC 15150.04%0.10%0.64%Q1 2020Q3 202315
CONFLUENCE INVESTMENT MANAGEMENT LLC 15150.08%0.29%0.64%Q1 2020Q3 202315
FIFTH THIRD BANCORP 610.00%0.00%0.00%Q4 2017Q3 202315
Visionary Wealth Advisors 15150.05%0.20%0.74%Q1 2020Q3 202315
SOL Capital Management CO 15150.08%0.12%0.14%Q1 2020Q3 202315
Advisory Services Network, LLC 510.00%0.01%0.06%Q2 2016Q1 202315
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
IAG Wealth Partners, LLC 15151.05%1.24%1.52%Q1 2020Q3 202315
ARQ WEALTH ADVISORS, LLC 15150.43%2.12%2.94%Q1 2020Q3 202315
Valeo Financial Advisors, LLC 14140.00%0.00%0.00%Q4 2017Q1 202114
B. Riley Wealth Advisors, Inc. 810.01%0.07%0.22%Q3 2013Q3 202314
TRUIST FINANCIAL CORP 1310.00%0.00%0.01%Q4 2019Q3 202314
Cetera Advisors LLC 910.00%0.04%0.07%Q2 2016Q3 202314
Stratos Wealth Partners, LTD. 1010.00%0.01%0.02%Q3 2016Q3 202314
Janney Montgomery Scott LLC 910.01%0.01%0.04%Q3 2015Q3 202314
GREAT VALLEY ADVISOR GROUP, INC. 14140.02%0.04%0.06%Q2 2020Q3 202314
Laidlaw Wealth Management LLC 1310.04%0.39%1.17%Q4 2019Q2 202314
Livingston Group Asset Management CO (operating as Southport Capital Management) 1310.01%0.24%0.48%Q3 2018Q1 202214
BENJAMIN EDWARDS INC 14140.11%0.53%1.03%Q2 2020Q3 202314
Moloney Securities Asset Management, LLC 1220.06%0.07%0.10%Q1 2019Q3 202314
IHT Wealth Management, LLC 14140.04%0.56%1.92%Q2 2020Q3 202314
BENJAMIN F. EDWARDS & COMPANY, INC. 14140.47%1.54%3.20%Q2 2020Q3 202314
Clark Capital Management Group, Inc. 14140.05%0.38%1.71%Q2 2020Q3 202314
Wealthspire Advisors, L.P. 14140.01%0.02%0.03%Q4 2015Q1 201914
First Pacific Financial 13138.73%10.98%13.54%Q3 2020Q3 202313
PFG Advisors 1030.02%0.04%0.08%Q2 2019Q3 202313
TIAA, FSB 13130.07%0.09%0.14%Q2 2020Q2 202313
Voya Financial Advisors, Inc. 910.02%0.09%0.15%Q1 2015Q1 202213
M&T BANK CORP 540.00%0.00%0.00%Q2 2013Q3 202313
Baltimore-Washington Financial Advisors, Inc. 1210.02%0.03%0.04%Q4 2019Q1 202313
Financial Management Professionals, Inc. 1010.00%3.02%24.05%Q1 2015Q3 202313
Salomon & Ludwin, LLC 930.01%0.05%0.08%Q3 2019Q3 202312
Chicago Partners Investment Group LLC 1110.01%0.05%0.10%Q4 2017Q3 202312
ASSETMARK, INC 750.00%0.00%0.00%Q3 2020Q3 202312
Fusion Family Wealth LLC 12120.00%0.00%0.03%Q2 2018Q1 202112
Everhart Financial Group, Inc. 12120.21%0.26%0.36%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12120.03%0.10%0.16%Q4 2020Q3 202312
Cornerstone Wealth Management, LLC 810.00%0.06%0.08%Q3 2018Q3 202312
John W. Brooker & Co., CPAs 12120.01%0.01%0.01%Q4 2019Q3 202212
Rehmann Capital Advisory Group 610.00%0.02%0.06%Q3 2018Q4 202212
Rodgers & Associates, LTD 12121.64%1.75%1.88%Q4 2020Q3 202312
Orion Portfolio Solutions, LLC 510.00%0.53%1.88%Q4 2019Q3 202312
Fullen Financial Group 12120.96%1.14%1.25%Q2 2020Q1 202312
Joseph P. Lucia & Associates, LLC 620.01%0.01%0.02%Q1 2019Q2 202212
Smith Anglin Financial, LLC 12120.26%0.78%1.60%Q4 2020Q3 202312
Sterling Financial Planning, Inc. 12120.15%0.20%0.23%Q4 2020Q3 202312
ROCKY MOUNTAIN ADVISERS, LLC 12120.05%0.09%0.11%Q3 2017Q2 202012
Insight Advisors, LLC/ PA 12120.08%0.14%0.20%Q4 2020Q3 202312
Orin Green Financial, LLC 12120.27%0.35%0.47%Q4 2020Q3 202312
KWB Wealth 12121.50%3.18%3.99%Q4 2020Q3 202312
Advisory Alpha, LLC 710.00%1.62%5.10%Q1 2017Q3 202012
Kestra Advisory Services, LLC 12120.00%0.02%0.06%Q4 2020Q3 202312
ECLECTIC ASSOCIATES INC /ADV 12120.36%0.53%0.74%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.97%1.13%1.28%Q4 2020Q3 202312
Global Trust Asset Management, LLC 11110.00%0.00%0.00%Q1 2019Q3 202111
Koshinski Asset Management, Inc. 11110.36%0.40%0.52%Q1 2021Q3 202311
Koss-Olinger Consulting, LLC 11110.59%0.84%1.24%Q1 2021Q3 202311
Capital Investment Advisory Services, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Capital Analysts, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Global Retirement Partners, LLC 710.00%0.02%0.04%Q2 2020Q3 202311
KANALY TRUST CO 11110.00%0.00%0.00%Q2 2014Q4 201611
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.00%Q3 2013Q1 201611
QUADRANT CAPITAL GROUP LLC 11110.00%0.00%0.00%Q4 2019Q2 202211
Bison Wealth, LLC 11110.02%0.02%0.04%Q4 2019Q2 202211
1900 WEALTH MANAGEMENT LLC 10100.02%0.05%0.13%Q2 2021Q3 202310
ACAS, LLC 640.69%0.81%0.89%Q1 2021Q3 202310
COURIER CAPITAL LLC 10100.11%0.13%0.16%Q2 2021Q3 202310
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q1 2020Q2 202210
Atria Investments, Inc 510.02%0.04%0.06%Q4 2018Q3 202310
Bartlett & Co. LLC 820.00%0.00%0.00%Q2 2021Q4 202310
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.89%1.37%1.70%Q4 2017Q1 202010
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.03%Q1 2021Q3 202310
Brookstone Capital Management 10100.01%0.01%0.01%Q2 2021Q3 202310
J.W. COLE ADVISORS, INC. 730.02%0.07%0.20%Q4 2020Q2 202310
Sigma Planning Corp 10100.01%0.01%0.02%Q1 2021Q2 202310
PRINCIPAL FINANCIAL GROUP INC 10100.00%0.00%0.00%Q4 2018Q1 202110
Parallel Advisors, LLC 820.00%0.00%0.01%Q4 2016Q2 202010
CAPITAL WEALTH MANAGEMENT, LLC 10101.28%1.83%2.42%Q2 2021Q3 202310
Valmark Advisers, Inc. 910.00%0.01%0.02%Q3 2018Q1 202110
Cardan Capital Partners, LLC 10100.63%1.44%2.05%Q4 2018Q1 202110
Keystone Financial Group 820.04%0.27%1.12%Q1 2021Q3 202310
MCF Advisors LLC 10100.00%0.00%0.00%Q3 2017Q4 201910
Selective Wealth Management, Inc. 10100.01%0.03%0.04%Q2 2020Q3 202210
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.02%0.03%Q2 2018Q3 202010
AE Wealth Management LLC 510.01%0.04%0.09%Q2 2019Q3 202310
STRINGER ASSET MANAGEMENT, LLC 511.34%6.55%11.75%Q3 2015Q4 202110
MARINER INDEPENDENT ADVISOR NETWORK, LLC 330.04%0.13%0.36%Q3 2018Q3 20229
D. SCOTT NEAL, INC. 991.03%1.85%6.00%Q3 2021Q3 20239
BAKER TILLY WEALTH MANAGEMENT, LLC 990.03%0.04%0.06%Q3 2021Q3 20239
PARK AVENUE SECURITIES LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Fort Point Capital Partners LLC 990.04%0.05%0.05%Q3 2021Q3 20239
OneDigital Investment Advisors LLC 510.00%0.01%0.08%Q2 2017Q1 20229
Tiller Private Wealth, Inc. 990.22%0.26%0.28%Q1 2018Q1 20209
MATRIX PRIVATE CAPITAL GROUP LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Csenge Advisory Group 720.02%0.10%0.21%Q4 2020Q3 20239
Pinnacle Bancorp, Inc. 720.01%0.01%0.04%Q1 2020Q3 20239
EPG Wealth Management LLC 510.02%0.02%0.03%Q1 2020Q3 20239
Integrated Wealth Management 990.01%0.10%0.32%Q1 2015Q1 20179
PRUDENTIAL FINANCIAL INC 540.00%0.00%0.00%Q2 2021Q3 20239
SeaCrest Wealth Management, LLC 610.01%0.04%0.06%Q4 2017Q2 20229
First Horizon Advisors, Inc. 810.00%0.00%0.00%Q4 2019Q1 20239
361 CAPITAL LLC 990.06%0.08%0.13%Q2 2018Q2 20209
Opes Advisors Inc 990.49%1.68%2.53%Q4 2016Q4 20189
Executive Wealth Management, LLC 410.00%0.29%0.77%Q4 2018Q3 20229
DUNCKER STREETT & CO INC 990.01%0.01%0.01%Q4 2019Q4 20219
Paulson Wealth Management Inc. 990.23%0.72%1.21%Q4 2017Q4 20199
RTD Financial Advisors, Inc. 880.69%0.75%0.80%Q4 2021Q3 20238
TAGStone Capital, Inc. 880.44%0.50%0.57%Q4 2021Q3 20238
Waypoint Capital Advisors, LLC 880.31%0.42%0.72%Q4 2021Q3 20238
Sharkey, Howes & Javer 880.01%0.07%0.18%Q1 2015Q4 20168
Ameritas Advisory Services, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Joseph Group Capital Management 880.31%0.48%0.68%Q4 2021Q3 20238
Integrated Wealth Concepts LLC 440.01%0.01%0.02%Q2 2021Q3 20238
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q1 2022Q4 20238
ROCKLAND TRUST CO 880.01%0.03%0.05%Q2 2020Q1 20228
RE Dickinson Investment Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Belpointe Asset Management LLC 310.00%0.08%0.15%Q3 2018Q1 20238
Arkadios Wealth Advisors 880.01%0.02%0.04%Q4 2019Q3 20218
Kozak & Associates, Inc. 880.00%0.00%0.00%Q3 2021Q2 20238
Avant Capital LLC 880.37%0.42%0.46%Q4 2021Q3 20238
Pinnacle Family Advisors, LLC 620.12%0.93%2.00%Q4 2016Q2 20238
CENTRAL TRUST Co 880.00%0.00%0.01%Q4 2021Q3 20238
Rockwood Wealth Management, LLC 880.04%0.12%0.24%Q4 2021Q3 20238
FinTrust Capital Advisors, LLC 881.24%1.94%2.20%Q4 2021Q3 20238
AlphaStar Capital Management, LLC 510.10%0.58%1.34%Q2 2017Q4 20198
IMC-Chicago, LLC 620.00%0.00%0.00%Q1 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Baystate Wealth Management LLC 710.00%0.00%0.00%Q4 2018Q3 20238
Barden Capital Management, Inc. 881.73%1.97%2.10%Q4 2021Q3 20238
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 510.03%0.04%0.05%Q2 2020Q1 20238
MFA WEALTH ADVISORS, LLC 710.26%8.49%12.38%Q4 2017Q4 20198
MGO ONE SEVEN LLC 880.02%0.06%0.08%Q4 2021Q3 20238
Commonwealth Equity Services, Inc 880.00%0.01%0.01%Q4 2015Q3 20178
Advance Capital Management, Inc. 880.06%0.08%0.14%Q4 2021Q3 20238
LTG Capital LLC 880.94%1.37%3.63%Q4 2021Q3 20238
Canal Capital Management, LLC 770.26%0.27%0.30%Q1 2017Q3 20187
Smithfield Trust Co 770.00%0.00%0.00%Q1 2022Q3 20237
Sowell Financial Services LLC 310.00%0.03%0.14%Q3 2019Q4 20227
BAILARD, INC. 770.09%0.11%0.12%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.02%Q2 2013Q4 20147
WIPFLI FINANCIAL ADVISORS LLC, 610.00%0.07%0.18%Q4 2020Q3 20227
SJS Investment Consulting Inc. 520.11%0.16%0.26%Q4 2021Q3 20237
LINCOLN NATIONAL CORP 770.01%0.01%0.01%Q4 2017Q2 20197
Cassaday & Co Inc. 610.01%0.98%1.58%Q4 2018Q1 20217
KESTRA PRIVATE WEALTH SERVICES, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
Realta Investment Advisors 320.00%0.01%0.01%Q1 2019Q3 20237
WealthShield Partners, LLC 770.76%0.88%0.98%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Ameritas Investment Company, LLC 310.01%0.03%0.06%Q4 2018Q3 20217
MOTIVE WEALTH ADVISORS 770.20%0.25%0.30%Q2 2021Q4 20227
JFS WEALTH ADVISORS, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Financial Guidance Group, Inc. 771.41%2.12%2.45%Q1 2022Q3 20237
Dorsey & Whitney Trust CO LLC 770.02%0.02%0.02%Q1 2022Q3 20237
Transform Wealth, LLC 430.57%0.75%0.99%Q2 2016Q1 20187
FLOW TRADERS U.S. LLC 310.01%0.09%0.22%Q2 2020Q3 20237
Rockbridge Investment Management, LCC 771.54%1.77%1.94%Q2 2020Q4 20217
WCG Wealth Advisors LLC 660.08%1.06%1.50%Q2 2022Q3 20237
SYNOVUS FINANCIAL CORP 660.00%0.00%0.00%Q1 2019Q2 20206
NTV ASSET MANAGEMENT LLC 660.07%0.08%0.08%Q2 2022Q3 20236
Virtue Capital Management, LLC 210.00%0.08%0.15%Q4 2017Q1 20236
HFG Advisors, Inc. 660.76%0.82%0.91%Q2 2022Q3 20236
SG Americas Securities, LLC 510.00%0.01%0.02%Q3 2013Q3 20176
TWO SIGMA SECURITIES, LLC 110.00%0.07%0.35%Q1 2017Q4 20226
Meridian Wealth Management, LLC 660.02%0.03%0.03%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Atlas Private Wealth Advisors 660.05%0.05%0.05%Q2 2020Q3 20216
ADIRONDACK TRUST CO 660.01%0.01%0.01%Q2 2022Q3 20236
One Capital Management, LLC 310.03%0.04%0.05%Q3 2014Q3 20196
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
Qube Research & Technologies Ltd 410.00%0.00%0.00%Q2 2021Q1 20236
Key FInancial Inc 660.01%0.01%0.01%Q2 2022Q3 20236
Gerber Kawasaki Wealth & Investment Management 420.01%0.02%0.04%Q2 2021Q3 20236
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
EP Wealth Advisors, LLC 310.01%0.12%0.25%Q4 2013Q1 20236
JONES FINANCIAL COMPANIES LLLP 660.00%0.00%0.00%Q2 2022Q3 20236
NewEdge Advisors, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
CORNERCAP INVESTMENT COUNSEL INC 510.17%0.26%0.37%Q3 2020Q1 20226
PRIVATE TRUST CO NA 660.03%0.04%0.05%Q2 2022Q3 20236
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q1 2021Q2 20226
Jackson Creek Investment Advisors LLC 660.11%0.13%0.15%Q3 2020Q4 20216
BALDWIN BROTHERS LLC/MA 510.00%0.01%0.01%Q3 2019Q4 20236
Tower View Wealth Management LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Simplicity Solutions, LLC 310.01%0.03%0.05%Q4 2020Q1 20236
Crescent Grove Advisors, LLC 550.04%0.04%0.05%Q3 2022Q3 20235
FirstPurpose Wealth LLC 550.16%0.18%0.19%Q3 2022Q3 20235
SIGNATUREFD, LLC 410.00%0.00%0.00%Q2 2022Q3 20235
F3Logic, LLC 310.09%0.52%1.18%Q1 2018Q1 20225
10-15 ASSOCIATES, INC. 550.05%0.05%0.07%Q3 2017Q3 20185
INSPIRION WEALTH ADVISORS, LLC 550.05%0.09%0.11%Q3 2022Q3 20235
Opes Wealth Management LLC 550.34%0.76%0.99%Q1 2019Q1 20205
MONEY CONCEPTS CAPITAL CORP 550.00%0.00%0.00%Q4 2021Q4 20225
Strategic Asset Management, LLC 550.01%0.01%0.03%Q3 2021Q3 20225
Apeiron RIA LLC 410.11%0.13%0.17%Q2 2022Q3 20235
TSFG, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Clear Perspective Advisors, LLC 320.03%0.07%0.09%Q2 2019Q4 20215
Allegis Investment Advisors, LLC 320.12%1.71%4.47%Q4 2016Q1 20185
PHH Investments, Ltd. 550.27%0.30%0.32%Q4 2018Q4 20195
BREITER CAPITAL MANAGEMENT INC 410.33%0.41%0.47%Q4 2017Q1 20195
ProVise Management Group, LLC 210.02%0.23%0.51%Q3 2013Q3 20235
M&R CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q4 2022Q4 20235
Founders Capital Management 410.00%0.01%0.02%Q1 2017Q4 20185
Goodwin Investment Advisory 550.00%0.01%0.02%Q2 2021Q2 20225
CORRADO ADVISORS, LLC 550.18%0.31%0.41%Q4 2016Q4 20175
Hoover Financial Advisors, Inc. 550.01%0.01%0.02%Q2 2020Q2 20215
DROMS STRAUSS ADVISORS INC /MO/ /ADV 551.24%1.67%2.82%Q4 2018Q4 20195
SMITH, MOORE & CO. 310.01%0.06%0.10%Q1 2018Q2 20225
Redhawk Wealth Advisors, Inc. 551.35%1.84%2.42%Q3 2018Q3 20195
JD Financial Services Inc. 550.21%0.25%0.30%Q4 2020Q4 20215
Mirador Capital Partners LP 550.04%0.05%0.06%Q1 2021Q1 20225
Carnick & Kubik, LLC 220.32%1.01%2.64%Q4 2013Q4 20144
Prentice Wealth Management LLC 310.00%0.00%0.01%Q1 2021Q2 20224
Farther Finance Advisors, LLC 440.34%0.88%1.42%Q4 2022Q3 20234
DRIVE WEALTH MANAGEMENT, LLC 440.47%0.70%0.93%Q4 2022Q3 20234
Onyx Bridge Wealth Group LLC 440.10%0.15%0.19%Q4 2022Q3 20234
CULLEN/FROST BANKERS, INC. 310.00%0.00%0.00%Q1 2019Q1 20204
Beaumont Financial Advisors, LLC 440.03%0.05%0.07%Q4 2022Q3 20234
Squar Milner Financial Services LLC 220.06%0.07%0.07%Q1 2019Q1 20204
Foundations Investment Advisors, LLC 220.09%0.09%0.10%Q4 2021Q1 20234
TCI Wealth Advisors, Inc. 310.00%0.00%0.00%Q3 2019Q1 20234
OAK HARBOR WEALTH PARTNERS, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
First Heartland Consultants, Inc. 440.03%0.39%0.87%Q2 2021Q1 20224
Disciplined Investments, LLC 440.00%0.01%0.01%Q4 2019Q3 20204
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.02%0.07%0.13%Q3 2019Q3 20214
WJ Wealth Management, LLC 440.12%0.67%1.19%Q1 2021Q4 20214
Weaver Consulting Group 440.02%0.04%0.05%Q1 2019Q4 20194
J.P. Morgan Private Wealth Advisors LLC 310.00%0.00%0.00%Q3 2021Q1 20234
Wallace Advisory Group, LLC 440.43%0.44%0.45%Q4 2022Q3 20234
First Allied Advisory Services, Inc. 210.00%0.01%0.01%Q4 2017Q3 20204
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q1 2020Q3 20234
DFPG INVESTMENTS, LLC 440.07%0.18%0.28%Q4 2022Q3 20234
Curi Wealth Management, LLC 310.01%0.01%0.02%Q4 2020Q2 20224
StoneX Group Inc. 310.03%0.14%0.43%Q2 2017Q4 20214
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.06%0.08%0.12%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
ADVANTAGE INVESTMENT MANAGEMENT, LLC 440.00%0.88%3.48%Q4 2016Q3 20174
H. L. Ormond & Company, LLC 440.67%0.96%1.27%Q4 2021Q3 20224
Alliance Wealth Advisors, LLC /UT 440.17%0.17%0.18%Q4 2022Q3 20234
Ten Capital Wealth Advisors, LLC 440.06%0.12%0.15%Q3 2020Q2 20214
STEVENS CAPITAL PARTNERS 440.97%1.11%1.28%Q4 2022Q3 20234
Bill Few Associates, Inc. 440.12%0.12%0.13%Q4 2022Q3 20234
Aptus Capital Advisors, LLC 220.00%0.00%0.00%Q3 2019Q3 20224
Laurel Wealth Advisors, Inc. 440.02%0.02%0.04%Q2 2021Q1 20224
Montz Harcus Wealth Management LLC 440.76%0.79%0.83%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Centennial Wealth Advisory LLC 210.12%1.04%2.03%Q4 2020Q4 20224
HF Advisory Group, LLC 440.38%0.43%0.46%Q4 2022Q3 20234
Financial Advocates Investment Management 440.02%0.03%0.05%Q4 2022Q3 20234
Guidant Wealth Advisors 440.18%0.20%0.22%Q4 2018Q3 20194
PSI Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Evensky & Katz LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Scarborough Advisors, LLC 310.06%1.70%3.43%Q4 2021Q4 20224
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.40%0.47%0.60%Q4 2022Q3 20234
55I, LLC 440.01%0.01%0.02%Q4 2021Q3 20224
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
Vectors Research Management, LLC 440.00%0.01%0.01%Q3 2021Q2 20224
Castleview Partners, LLC 310.00%0.02%0.05%Q2 2021Q2 20224
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.03%0.04%0.06%Q4 2022Q3 20234
HRT FINANCIAL LP 110.01%0.43%1.48%Q2 2015Q1 20234
OLD MISSION CAPITAL LLC 220.01%0.08%0.14%Q1 2021Q2 20224
Garden State Investment Advisory Services LLC 442.22%2.37%2.52%Q4 2022Q3 20234
LVZ, Inc. 440.09%0.10%0.13%Q1 2018Q4 20184
Renaissance Technologies 110.00%0.00%0.00%Q2 2021Q3 20234
Spire Wealth Management 110.00%0.02%0.03%Q1 2022Q3 20233
MONECO Advisors, LLC 330.13%0.15%0.17%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.10%0.11%0.12%Q1 2023Q3 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.85%1.57%2.35%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
ABLE Financial Group, LLC 333.48%3.67%3.78%Q1 2023Q3 20233
SWMG, LLC 330.91%1.04%1.12%Q4 2022Q2 20233
SIMPLEX TRADING, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
SigFig Wealth Management, LLC 110.06%0.07%0.09%Q4 2020Q4 20223
Archer Investment Corp 330.00%0.00%0.00%Q1 2023Q3 20233
Parcion Private Wealth LLC 330.11%0.48%0.76%Q1 2022Q3 20223
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
KINGS POINT CAPITAL MANAGEMENT 330.00%0.00%0.00%Q3 2019Q1 20203
Financial Gravity Companies, Inc. 210.01%0.03%0.07%Q4 2017Q4 20183
Harrison & Co Wealth Management, LLC 210.18%0.19%0.20%Q4 2021Q4 20223
Blue Trust, Inc. 210.00%0.00%0.00%Q2 2022Q1 20233
VANCE WEALTH, INC. 330.10%0.12%0.13%Q4 2022Q2 20233
Destiny Capital Corp/CO 330.20%0.22%0.24%Q4 2022Q2 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Sandy Spring Bank 330.00%0.00%0.01%Q1 2015Q3 20153
Cape Investment Advisory, Inc. 330.45%0.47%0.49%Q1 2023Q3 20233
Perennial Investment Advisors, LLC 330.50%0.66%0.96%Q1 2023Q3 20233
Pensionmark Financial Group, LLC 110.06%2.29%3.93%Q3 2019Q2 20213
Professional Financial Advisors, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
NewSquare Capital LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Argentus Capital Management, LLC 330.13%0.25%0.36%Q1 2016Q3 20163
BIP Wealth, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
WFG Advisors, LP 330.01%0.01%0.01%Q1 2015Q3 20153
Polaris Wealth Advisory Group, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Slow Capital, Inc. 330.20%0.22%0.23%Q2 2021Q4 20213
Concorde Asset Management, LLC 110.12%0.18%0.24%Q4 2020Q4 20223
Michael S. Ryan, Inc. 339.52%10.01%10.36%Q2 2023Q4 20233
Argent Wealth Management LLC 330.83%0.96%1.06%Q4 2019Q2 20203
BUCKHEAD CAPITAL MANAGEMENT LLC 330.08%0.08%0.08%Q3 2018Q1 20193
Prospera Financial Services Inc 110.00%0.06%0.16%Q3 2020Q3 20233
Gateway Wealth Partners, LLC 330.06%0.07%0.08%Q4 2022Q2 20233
WEALTHCARE CAPITAL MANAGEMENT LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Red Door Wealth Management, LLC 210.00%0.00%0.01%Q1 2020Q2 20213
Capital Asset Advisory Services LLC 110.00%0.01%0.02%Q4 2020Q3 20223
Collaborative Wealth Managment Inc. 110.30%0.34%0.39%Q1 2021Q2 20223
WealthPLAN Partners, LLC 210.02%0.02%0.03%Q1 2023Q4 20233
Stephens Consulting, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
SILVER OAK SECURITIES, INCORPORATED 210.05%0.06%0.07%Q3 2022Q3 20233
BerganKDV Wealth Management, LLC 330.00%0.00%0.01%Q4 2019Q2 20203
tru Independence LLC 110.06%0.06%0.07%Q3 2020Q1 20212
AFFINITY WEALTH MANAGEMENT LLC 220.06%0.06%0.06%Q4 2022Q1 20232
SCHRODERS IS Ltd 224.09%4.24%4.40%Q1 2019Q2 20192
Advisor OS, LLC 220.06%0.07%0.08%Q4 2022Q1 20232
Lion Street Advisors, LLC 110.12%0.68%1.24%Q4 2020Q1 20222
OPPENHEIMER & CO INC 220.01%0.01%0.01%Q1 2022Q2 20222
Minot Wealth Management LLC 221.57%2.03%2.49%Q1 2022Q2 20222
Bogart Wealth, LLC 220.02%0.02%0.02%Q3 2022Q4 20222
VALICENTI ADVISORY SERVICES INC 220.84%0.87%0.90%Q1 2018Q2 20182
CHANNEL WEALTH LLC 220.64%0.64%0.64%Q1 2023Q2 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.00%0.00%0.01%Q2 2019Q3 20192
McNaughton Wealth Management, LLC 220.40%0.70%1.00%Q4 2019Q1 20202
Atria Wealth Solutions, Inc. 110.04%0.05%0.05%Q1 2022Q4 20222
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q1 2019Q2 20192
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.02%0.02%0.02%Q2 2022Q3 20222
Western Wealth Management, LLC 220.02%0.03%0.04%Q1 2022Q2 20222
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Baird Financial Group, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Horan Securities, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Foster Victor Wealth Advisors, LLC 220.22%0.26%0.29%Q4 2018Q1 20192
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2017Q2 20182
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
BDO Wealth Advisors, LLC 110.00%0.01%0.01%Q4 2019Q3 20222
Human Investing LLC 110.05%0.18%0.31%Q4 2021Q2 20222
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Ford Financial Group, LLC 221.97%2.03%2.10%Q3 2022Q4 20222
Bank of New York Mellon Corp 110.00%0.00%0.00%Q3 2020Q4 20222
Hilltop Holdings Inc. 110.46%0.60%0.74%Q3 2017Q1 20182
Aurora Private Wealth, Inc. 220.07%0.09%0.10%Q4 2019Q1 20202
TEXAS PERMANENT SCHOOL FUND CORP 220.01%0.01%0.01%Q2 2023Q3 20232
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q1 2023Q2 20232
Lindbrook Capital, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Essex Financial Services, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Glass Jacobson Investment Advisors llc 220.01%0.01%0.01%Q2 2023Q3 20232
Consolidated Portfolio Review Corp 220.14%0.14%0.14%Q1 2023Q2 20232
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
NATIONAL PLANNING CORP 220.04%0.05%0.05%Q2 2017Q3 20172
FIRST NATIONAL CORP /MA/ /ADV 220.01%0.01%0.01%Q4 2018Q1 20192
Cavalier Investments, LLC 221.01%1.06%1.11%Q4 2020Q1 20212
Pathway Financial Advisors LLC 220.02%0.03%0.03%Q1 2018Q2 20182
BMS Financial Advisors, LLC 112.20%3.06%3.93%Q1 2022Q2 20232
Portside Wealth Group, LLC 220.45%0.45%0.45%Q2 2023Q3 20232
Perigon Wealth Management, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
NorthCrest Asset Manangement, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Vickerman Investment Advisors, Inc. 220.08%0.10%0.11%Q3 2021Q4 20212
Carroll Financial Associates, Inc. 110.01%0.10%0.20%Q4 2019Q1 20212
Cypress Capital Management LLC (WY) 220.01%0.01%0.01%Q3 2021Q4 20212
Fortitude Advisory Group L.L.C. 220.06%0.06%0.07%Q4 2021Q1 20222
SFI Advisors, LLC 220.14%0.29%0.44%Q4 2021Q1 20222
J Arnold Wealth Management Co 110.02%0.39%0.76%Q4 2019Q2 20202
Virtu KCG Holdings LLC 110.01%0.03%0.05%Q3 2013Q1 20172
Future Financial Wealth Managment LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Paradigm, Strategies in Wealth Management, LLC 220.03%0.03%0.03%Q1 2021Q2 20212
Continuum Advisory, LLC 110.06%0.10%0.15%Q2 2021Q4 20222
Catalyst Wealth Management, LLC 220.31%0.32%0.34%Q4 2022Q1 20232
VitalStone Financial, LLC 220.02%0.02%0.03%Q4 2022Q1 20232
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q1 2018Q2 20182
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Adams Wealth Management 110.64%0.64%0.64%Q4 2019Q4 20191
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Cerity Partners LLC 110.12%0.12%0.12%Q1 2017Q1 20171
S. R. Schill & Associates 110.15%0.15%0.15%Q3 2018Q3 20181
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Claremont Financial Group, Inc. 110.40%0.40%0.40%Q1 2022Q1 20221
Kistler-Tiffany Companies, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
CANANDAIGUA NATIONAL BANK & TRUST CO 110.07%0.07%0.07%Q4 2018Q4 20181
Oak Asset Management, LLC 110.71%0.71%0.71%Q2 2022Q2 20221
CMC Financial Group 1111.42%11.42%11.42%Q1 2022Q1 20221
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Alliance Wealth Management Group 110.20%0.20%0.20%Q4 2015Q4 20151
Vanguard Capital Wealth Advisors 110.34%0.34%0.34%Q4 2019Q4 20191
FOUNDERS FINANCIAL SECURITIES LLC 110.04%0.04%0.04%Q4 2022Q4 20221
GeoWealth Management, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Colonial River Wealth Management, LLC 112.51%2.51%2.51%Q4 2022Q4 20221
Jacobi Capital Management LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Cedar Brook Financial Partners, LLC 110.25%0.25%0.25%Q4 2020Q4 20201
Riverwater Partners LLC 112.42%2.42%2.42%Q4 2021Q4 20211
Faithward Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Carter Financial Group, INC. 110.32%0.32%0.32%Q1 2022Q1 20221
NBC SECURITIES, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
Mystic Asset Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Cornerstone Planning Group LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Gilbert & Cook, Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Capital Directions Investment Advisors, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Ascent Group, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
O'Dell Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Farmer Steven Patrick 110.12%0.12%0.12%Q2 2022Q2 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
IFG Advisory, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cable Hill Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Financial Enhancement Group LLC 110.00%0.00%0.00%Q1 2020Q1 20201
TIAA TRUST, NATIONAL ASSOCIATION 110.13%0.13%0.13%Q3 2023Q3 20231
Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
Latitude Advisors, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
RPG Investment Advisory, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Hanlon Investment Management, Inc. 110.90%0.90%0.90%Q1 2019Q1 20191
FREEDOM WEALTH ALLIANCE, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q4 2020Q4 20201
Vestmark Advisory Solutions, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Capstone Triton Financial Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
RMR Wealth Builders 111.51%1.51%1.51%Q3 2020Q3 20201
Cordatus Wealth Management LLC 113.45%3.45%3.45%Q3 2023Q3 20231
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
PURSUE WEALTH PARTNERS LLC 110.03%0.03%0.03%Q1 2022Q1 20221
WorthPointe, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
TD Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q1 2022Q1 20221
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
PATHSTONE FAMILY OFFICE, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
MACROVIEW INVESTMENT MANAGEMENT LLC 110.04%0.04%0.04%Q1 2019Q1 20191
B.O.S.S. Retirement Advisors, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Tuttle Capital Management, LLC 110.30%0.30%0.30%Q3 2014Q3 20141
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Ferris Capital, LLC 112.79%2.79%2.79%Q2 2021Q2 20211
Financial Strategies Group, Inc. 113.70%3.70%3.70%Q4 2019Q4 20191
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Aries Wealth Management 110.57%0.57%0.57%Q1 2022Q1 20221
Seven Springs Wealth Group, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Dana Investment Advisors, Inc. 110.07%0.07%0.07%Q1 2023Q1 20231
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2023Q3 20231
Country Club Trust Company, n.a. 110.05%0.05%0.05%Q4 2018Q4 20181
ACCURATE INVESTMENT SOLUTIONS, INC. 110.27%0.27%0.27%Q1 2017Q1 20171
OKABENA INVESTMENT SERVICES INC 115.28%5.28%5.28%Q4 2022Q4 20221
My Personal CFO, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Procyon Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Atomi Financial Group, Inc. 110.14%0.14%0.14%Q1 2023Q1 20231
Waterloo Capital, L.P. 110.11%0.11%0.11%Q3 2023Q3 20231
FIFTH THIRD SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.08%0.08%0.08%Q3 2023Q3 20231
Sonora Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Surevest, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Halpern Financial, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q2 2019Q2 20191
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Family Capital Trust Co 110.01%0.01%0.01%Q3 2023Q3 20231
Wealth CMT 110.37%0.37%0.37%Q4 2019Q4 20191
Ignite Planners, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
GERMAN AMERICAN BANCORP, INC. 110.03%0.03%0.03%Q2 2023Q2 20231
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
GREENUP STREET WEALTH MANAGEMENT LLC 111.64%1.64%1.64%Q4 2022Q4 20221
Beaumont Financial Partners, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Trexquant Investment LP 110.01%0.01%0.01%Q1 2023Q1 20231
Claraphi Advisory Network, LLC 112.32%2.32%2.32%Q1 2022Q1 20221
Stearns Financial Services Group 110.00%0.00%0.00%Q2 2019Q2 20191
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Commonwealth Financial Services, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Retirement Planning Co of New England, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BRANDYWINE OAK PRIVATE WEALTH LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Founders Financial Alliance, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Cordasco Financial Network 110.00%0.00%0.00%Q4 2021Q4 20211
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Edmonds Duncan Registered Investment Advisors, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
KPP Advisory Services LLC 110.16%0.16%0.16%Q3 2023Q3 20231
IFS Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Somerset Trust Co 110.09%0.09%0.09%Q4 2023Q4 20231
DESTINY CAPITAL SECURITIES CORPORATION 110.20%0.20%0.20%Q3 2023Q3 20231
CNB Bank 110.01%0.01%0.01%Q2 2021Q2 20211
Prostatis Group LLC 111.44%1.44%1.44%Q4 2019Q4 20191
Vista Private Wealth Partners. LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
External links

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