SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2120.00%0.00%0.01%Q2 2013Q3 202363
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.03%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.02%0.03%0.06%Q2 2013Q3 202342
MORGAN STANLEY 40400.00%0.01%0.02%Q4 2013Q3 202340
ROYAL BANK OF CANADA 2110.00%0.00%0.01%Q2 2013Q3 202340
BANK OF AMERICA CORP /DE/ 3350.00%0.02%0.09%Q4 2013Q3 202338
Citadel Advisors 1110.00%0.00%0.00%Q1 2016Q3 202337
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
LPL Financial LLC 35350.01%0.20%0.80%Q1 2015Q3 202335
OLD DOMINION CAPITAL MANAGEMENT INC 34340.43%10.17%18.69%Q2 2013Q3 202134
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
Cutler Group LLC / CA 14140.00%0.00%0.00%Q2 2020Q3 202332
CITIGROUP INC 2910.00%0.00%0.00%Q1 2016Q3 202330
HighTower Advisors, LLC 29290.02%0.05%0.16%Q3 2016Q3 202329
Shepherd Financial Partners LLC 28280.62%6.82%13.14%Q4 2016Q3 202328
CAPTRUST FINANCIAL ADVISORS 1220.00%0.00%0.01%Q3 2015Q3 202327
ARCADIA INVESTMENT MANAGEMENT CORP/MI 27270.02%0.06%0.07%Q1 2017Q3 202327
MML INVESTORS SERVICES, LLC 26260.01%0.10%0.24%Q2 2017Q3 202326
BANK OF MONTREAL /CAN/ 1420.00%0.00%0.00%Q3 2016Q3 202326
JANE STREET GROUP, LLC 1210.00%0.00%0.02%Q3 2015Q2 202326
SMITH, MOORE & CO. 2510.05%0.13%0.18%Q4 2014Q3 202326
Stratos Wealth Partners, LTD. 25250.01%0.35%1.44%Q3 2017Q3 202325
OneDigital Investment Advisors LLC 2050.00%0.80%6.56%Q2 2017Q3 202325
Bray Capital Advisors 2320.00%0.00%0.00%Q2 2015Q3 202325
Creative Planning 2410.00%0.93%2.00%Q4 2015Q3 202325
CWM, LLC 1510.00%1.01%3.92%Q3 2015Q3 202324
United Asset Strategies, Inc. 24240.05%0.90%1.36%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.67%1.38%Q4 2017Q3 202324
StrategIQ Financial Group, LLC 24241.69%2.34%2.88%Q4 2017Q3 202324
RFG Advisory, LLC 24240.36%2.18%13.67%Q4 2017Q3 202324
Nikulski Financial, Inc. 24240.41%0.77%1.16%Q4 2017Q3 202324
Compass Financial Group, Inc. 24241.37%1.79%2.73%Q4 2017Q3 202324
IFP Advisors, Inc 1710.00%0.34%0.92%Q1 2016Q3 202324
Goodman Financial Corp 24240.08%0.99%1.20%Q4 2017Q3 202324
AMERIPRISE FINANCIAL INC 24240.00%0.02%0.06%Q4 2017Q3 202324
McNamara Financial Services, Inc. 24240.47%1.53%2.02%Q4 2017Q3 202324
Private Advisor Group, LLC 2110.00%0.63%1.74%Q3 2014Q3 202324
Capital Investment Advisory Services, LLC 24240.04%0.31%1.03%Q4 2017Q3 202324
Pinnacle Wealth Planning Services, Inc. 24240.80%1.66%2.70%Q4 2017Q3 202324
Vivaldi Capital Management LP 24241.37%3.37%5.15%Q4 2017Q3 202324
Peterson Wealth Advisors, LLC 24248.87%30.93%33.29%Q4 2017Q3 202324
Raab & Moskowitz Asset Management LLC 24240.13%0.60%0.85%Q4 2017Q3 202324
Asset Dedication, LLC 24240.02%0.09%0.36%Q4 2017Q3 202324
McKinley Carter Wealth Services, Inc. 24240.41%0.88%1.70%Q4 2017Q3 202324
VISTA INVESTMENT MANAGEMENT 24240.74%1.19%2.91%Q4 2017Q3 202324
Continuum Advisory, LLC 24240.47%2.43%5.44%Q4 2017Q3 202324
Financial Enhancement Group LLC 24240.14%2.92%9.90%Q4 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.24%0.86%1.88%Q4 2017Q3 202324
First Heartland Consultants, Inc. 24240.07%1.65%5.23%Q4 2017Q3 202324
PNC FINANCIAL SERVICES GROUP, INC. 2310.00%0.00%0.00%Q3 2016Q3 202324
SHEETS SMITH WEALTH MANAGEMENT 24240.10%0.80%1.15%Q4 2017Q3 202324
Ausdal Financial Partners, Inc. 24240.44%1.66%2.53%Q4 2017Q3 202324
Gradient Investments LLC 24240.01%2.40%4.96%Q4 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 24240.01%0.30%0.60%Q4 2017Q3 202324
TLWM 24240.20%0.29%0.51%Q4 2017Q3 202324
NORTHERN TRUST CORP 23230.00%0.00%0.00%Q1 2018Q3 202323
FORTE CAPITAL LLC /ADV 23230.22%0.28%0.35%Q1 2018Q3 202323
CONDOR CAPITAL MANAGEMENT 23230.09%0.57%2.18%Q1 2018Q3 202323
AlphaStar Capital Management, LLC 23230.40%4.93%11.91%Q1 2018Q3 202323
Tower Research Capital LLC (TRC) 1010.00%0.07%0.38%Q3 2014Q3 202323
Baltimore-Washington Financial Advisors, Inc. 23230.08%0.85%1.17%Q1 2018Q3 202323
JNBA Financial Advisors 2030.15%0.77%2.17%Q4 2017Q3 202323
Windsor Capital Management, LLC 23231.50%5.03%7.16%Q1 2018Q3 202323
COMMONWEALTH EQUITY SERVICES, LLC 23230.00%0.02%0.06%Q1 2018Q3 202323
E&G Advisors, LP 23230.14%1.14%1.68%Q1 2018Q3 202323
GIRARD PARTNERS LTD. 23230.26%3.04%6.36%Q1 2018Q3 202323
Annex Advisory Services, LLC 23230.14%1.10%2.14%Q1 2018Q3 202323
WealthPLAN Partners, LLC 1850.09%0.30%0.98%Q4 2017Q4 202323
Allen Capital Group, LLC 2030.18%4.49%7.81%Q4 2017Q3 202323
Geneos Wealth Management Inc. 23230.01%0.19%1.58%Q1 2018Q3 202323
Trilogy Capital Inc. 23230.07%5.46%7.50%Q1 2018Q3 202323
RITHOLTZ WEALTH MANAGEMENT 23230.02%0.32%1.56%Q1 2018Q3 202323
Avior Wealth Management, LLC 23230.04%0.17%0.30%Q1 2018Q3 202323
Vantage Investment Partners, LLC 23230.03%0.12%0.25%Q1 2018Q3 202323
Steward Partners Investment Advisory, LLC 1850.00%0.02%0.10%Q4 2017Q3 202323
Alliance Wealth Management Group 23232.66%3.11%3.71%Q4 2017Q2 202323
Moisand Fitzgerald Tamayo, LLC 23233.27%4.97%6.54%Q1 2018Q3 202323
Mariner, LLC 23230.03%0.12%0.30%Q1 2018Q3 202323
FIFTH THIRD BANCORP 23230.00%0.00%0.05%Q1 2018Q3 202323
CORRADO ADVISORS, LLC 23230.49%1.73%5.00%Q1 2018Q3 202323
FINANCIAL CONSULATE, INC 23230.36%0.88%1.70%Q1 2018Q3 202323
GOLDMAN SACHS GROUP INC 1720.00%0.00%0.02%Q3 2017Q3 202322
Towercrest Capital Management 22221.78%2.03%2.43%Q2 2018Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.01%0.34%0.90%Q2 2018Q3 202322
LEVEL FOUR ADVISORY SERVICES, LLC 1570.02%0.95%3.16%Q1 2018Q3 202322
Strategic Wealth Partners, Ltd. 22220.02%1.34%4.32%Q4 2017Q1 202322
Jackson Wealth Management, LLC 2020.45%3.64%8.74%Q4 2017Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.00%0.01%0.04%Q2 2018Q3 202322
Parallel Advisors, LLC 1840.00%0.03%0.16%Q1 2018Q3 202322
Wealthcare Advisory Partners LLC 22220.01%7.42%14.57%Q2 2018Q3 202322
Advisory Services Network, LLC 22220.00%0.02%0.05%Q2 2018Q3 202322
FMR LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
Advisory Alpha, LLC 22221.27%3.48%7.73%Q2 2018Q3 202322
AE Wealth Management LLC 1840.02%1.11%2.67%Q4 2017Q3 202322
ALESCO ADVISORS LLC 22220.02%0.06%0.07%Q2 2018Q3 202322
Atlantic Union Bankshares Corp 1750.04%0.08%0.27%Q1 2018Q3 202322
COLDSTREAM CAPITAL MANAGEMENT INC 1840.04%0.22%0.63%Q1 2018Q3 202322
Global Retirement Partners, LLC 960.00%1.23%2.99%Q4 2017Q3 202322
MONETA GROUP INVESTMENT ADVISORS LLC 22220.30%0.96%1.61%Q2 2018Q3 202322
JFS WEALTH ADVISORS, LLC 22220.01%0.03%0.05%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.08%Q3 2018Q3 202321
Steigerwald, Gordon & Koch Inc. 1210.03%0.05%0.08%Q4 2016Q3 202321
Arete Wealth Advisors, LLC 1830.04%0.68%1.18%Q2 2018Q3 202321
WEALTHSOURCE PARTNERS, LLC 2010.03%0.24%1.09%Q1 2018Q2 202321
Patriot Financial Group Insurance Agency, LLC 21210.08%0.87%1.62%Q3 2018Q3 202321
ENVESTNET ASSET MANAGEMENT INC 21210.00%0.06%0.11%Q3 2018Q3 202321
Moloney Securities Asset Management, LLC 1830.08%0.38%0.77%Q1 2018Q3 202321
Kohmann Bosshard Financial Services, LLC 20200.10%1.81%2.91%Q4 2018Q3 202320
Mutual Advisors, LLC 20200.34%0.45%0.68%Q4 2018Q3 202320
Westover Capital Advisors, LLC 20200.54%0.61%0.70%Q4 2018Q3 202320
Ameritas Investment Partners, Inc. 1910.00%0.00%0.05%Q4 2017Q3 202320
Prestige Wealth Management Group LLC 20200.01%0.42%1.41%Q4 2018Q3 202320
Capital Analysts, LLC 20200.03%4.44%7.77%Q4 2018Q3 202320
Brio Consultants, LLC 20200.06%3.92%7.55%Q4 2018Q3 202320
Chicago Partners Investment Group LLC 20200.03%0.08%0.20%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.04%0.30%Q4 2017Q3 202220
SIGNET FINANCIAL MANAGEMENT, LLC 20200.12%0.16%0.38%Q4 2018Q3 202320
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20200.00%0.00%0.01%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.01%0.03%0.10%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.09%0.15%0.41%Q4 2018Q3 202320
ERn Financial, LLC 20200.57%1.23%2.46%Q4 2018Q3 202320
Valtinson Bruner Financial Planning LLC 20200.39%3.54%7.53%Q4 2018Q3 202320
Aptus Capital Advisors, LLC 20200.38%1.31%4.83%Q4 2018Q3 202320
DFPG INVESTMENTS, LLC 20200.05%0.34%0.91%Q4 2018Q3 202320
American Investment Services, Inc. 20200.09%0.40%0.59%Q4 2018Q3 202320
Tortoise Investment Management, LLC 20200.01%0.02%0.08%Q4 2018Q3 202320
Executive Wealth Management, LLC 20200.40%3.75%9.59%Q4 2018Q3 202320
Cetera Advisors LLC 1410.01%0.04%0.10%Q4 2017Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Wealthquest Corp 1450.03%1.05%6.53%Q4 2018Q3 202319
CX Institutional 1810.02%1.03%6.46%Q3 2018Q3 202319
WEALTHCARE CAPITAL MANAGEMENT LLC 19190.10%0.20%0.33%Q1 2019Q3 202319
Cooper Financial Group 19190.51%4.47%8.16%Q1 2019Q3 202319
NAPLES GLOBAL ADVISORS, LLC 19190.07%0.09%0.21%Q1 2019Q3 202319
MACROVIEW INVESTMENT MANAGEMENT LLC 19190.36%0.96%4.10%Q1 2019Q3 202319
American Money Management, LLC 19190.16%0.21%0.38%Q1 2019Q3 202319
First Allied Advisory Services, Inc. 1270.01%0.02%0.04%Q2 2015Q3 202019
Deane Retirement Strategies, Inc. 19190.24%0.62%1.16%Q1 2019Q3 202319
Atria Investments, Inc 1310.01%0.52%2.27%Q3 2018Q3 202319
Frisch Financial Group, Inc. 19190.09%0.19%0.75%Q4 2018Q2 202319
Integrated Wealth Concepts LLC 19190.01%0.37%1.60%Q1 2019Q3 202319
CENTAURUS FINANCIAL, INC. 1630.03%0.30%0.55%Q4 2018Q3 202319
RDA Financial Network 19190.18%0.78%1.90%Q1 2019Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.04%0.12%0.37%Q1 2019Q3 202319
BB&T SECURITIES, LLC 1350.00%0.02%0.05%Q1 2015Q3 201918
CCG WEALTH MANAGEMENT, LLC 18180.55%13.52%26.13%Q2 2019Q3 202318
Belpointe Asset Management LLC 1710.04%0.31%0.52%Q3 2018Q3 202318
US BANCORP \DE\ 18180.00%0.01%0.03%Q2 2019Q3 202318
Pinion Investment Advisors, LLC 18180.48%1.36%2.00%Q2 2019Q3 202318
Raymond James Financial Services Advisors, Inc. 18180.00%0.07%0.15%Q2 2019Q3 202318
Koshinski Asset Management, Inc. 1620.06%0.11%0.17%Q3 2018Q3 202318
CreativeOne Wealth, LLC 18180.06%1.20%2.90%Q2 2019Q3 202318
Perigon Wealth Management, LLC 1710.02%0.06%0.12%Q3 2011Q3 202318
Institute for Wealth Management, LLC. 18180.04%0.13%0.33%Q1 2018Q2 202218
Winch Advisory Services, LLC 18180.02%0.02%0.02%Q2 2019Q3 202318
Sowell Financial Services LLC 1020.06%0.31%2.78%Q4 2018Q3 202318
Doyle Wealth Management 18180.04%0.39%0.65%Q2 2018Q3 202218
Private Capital Group, LLC 18180.00%0.00%0.00%Q4 2017Q1 202218
GenWealth Group, Inc. 18180.79%2.59%3.30%Q2 2019Q3 202318
WealthShield Partners, LLC 1430.01%0.11%0.28%Q1 2018Q3 202317
Dakota Wealth Management 17170.12%0.26%0.53%Q3 2019Q3 202317
Rehmann Capital Advisory Group 1220.02%0.07%0.39%Q1 2018Q3 202317
Capital Planning Advisors, LLC 17170.08%0.63%1.14%Q3 2019Q3 202317
MERCER GLOBAL ADVISORS INC /ADV 1340.01%0.03%0.06%Q1 2019Q3 202317
Ranch Capital Advisors Inc. 17170.15%0.47%1.92%Q3 2019Q3 202317
Aldebaran Financial Inc. 17170.21%1.96%5.68%Q3 2019Q3 202317
GeoWealth Management, LLC 17170.05%0.66%2.14%Q3 2019Q3 202317
Brinker Capital Investments, LLC 17170.00%0.01%0.03%Q4 2018Q4 202217
Financial Engines Advisors L.L.C. 17170.00%0.55%0.72%Q3 2019Q3 202317
Vectors Research Management, LLC 17170.16%1.44%2.07%Q3 2019Q3 202317
Archford Capital Strategies, LLC 1610.01%0.18%0.35%Q2 2019Q3 202317
O'Dell Group, LLC 171710.48%12.97%16.39%Q3 2019Q3 202317
Clear Creek Financial Management, LLC 1252.02%6.03%16.96%Q2 2019Q3 202317
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17170.10%0.48%1.07%Q3 2019Q3 202317
Redhawk Wealth Advisors, Inc. 1610.06%0.55%1.94%Q3 2018Q4 202217
ARGI Investment Services, LLC 17170.02%0.07%0.13%Q4 2018Q4 202217
Simplicity Solutions, LLC 610.05%0.19%0.43%Q4 2017Q3 202317
Csenge Advisory Group 17170.14%0.39%0.60%Q3 2019Q3 202317
VICUS CAPITAL 1340.04%0.45%2.57%Q1 2019Q3 202317
Gemmer Asset Management LLC 16160.00%0.00%0.00%Q2 2018Q1 202216
PSI Advisors, LLC 16160.02%4.72%10.10%Q4 2019Q3 202316
Total Clarity Wealth Management, Inc. 16160.11%0.18%0.40%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16167.03%10.55%12.85%Q4 2019Q3 202316
TRUEFG, LLC 16160.56%0.87%1.17%Q4 2019Q3 202316
Pinnacle Bancorp, Inc. 16160.03%0.05%0.06%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16161.46%1.81%2.29%Q4 2019Q3 202316
NewEdge Advisors, LLC 16160.01%0.16%0.56%Q4 2019Q3 202316
RETIREMENT INCOME SOLUTIONS, INC 16160.59%3.91%5.41%Q4 2019Q3 202316
SkyOak Wealth, LLC 16162.02%2.46%2.97%Q4 2019Q3 202316
LexAurum Advisors, LLC 16160.12%0.52%0.85%Q4 2019Q3 202316
Teamwork Financial Advisors, LLC 16160.22%0.56%1.26%Q4 2019Q3 202316
CREATIVE FINANCIAL DESIGNS INC /ADV 16160.02%0.40%0.82%Q4 2019Q3 202316
Beacon Financial Advisory LLC 16160.20%0.85%1.78%Q4 2019Q3 202316
Measured Wealth Private Client Group, LLC 16160.10%0.50%1.43%Q2 2018Q1 202216
Professional Financial Advisors, LLC 16160.46%0.88%2.82%Q4 2019Q3 202316
SENTINEL PENSION ADVISORS INC 16160.27%0.58%0.82%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.02%0.02%0.06%Q4 2019Q3 202316
Larson Financial Group LLC 880.00%0.34%1.44%Q2 2019Q3 202316
Sound Income Strategies, LLC 810.00%0.00%0.01%Q3 2018Q3 202316
Cornerstone Wealth Management, LLC 1120.01%1.50%2.47%Q2 2018Q3 202316
Detalus Advisors, LLC 16166.71%14.11%22.28%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.07%0.12%0.30%Q4 2019Q3 202316
Global Strategic Investment Solutions, LLC 16160.02%0.06%0.11%Q4 2019Q3 202316
CLIENT 1ST ADVISORY GROUP, LLC 16168.91%12.33%18.33%Q4 2019Q3 202316
Clear Perspective Advisors, LLC 16160.00%8.44%17.14%Q1 2018Q4 202116
Stewardship Advisors, LLC 16160.13%2.68%10.43%Q4 2019Q3 202316
Austin Private Wealth, LLC 16160.96%6.32%14.47%Q4 2019Q3 202316
Capital Investment Advisors, LLC 1220.01%0.01%0.02%Q3 2019Q4 202316
THRIVENT FINANCIAL FOR LUTHERANS 16160.00%0.04%0.09%Q4 2019Q3 202316
NovaPoint Capital, LLC 16161.35%2.63%3.30%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
Alexandria Capital, LLC 16160.06%0.90%1.96%Q4 2017Q3 202116
MANAGED ACCOUNT SERVICES INC 16160.78%4.48%7.70%Q4 2017Q3 202116
IHT Wealth Management, LLC 16160.02%0.81%2.34%Q4 2019Q3 202316
Campbell Wealth Management 1410.04%0.04%0.06%Q4 2019Q3 202315
N.E.W. Advisory Services LLC 1419.70%10.83%12.03%Q4 2019Q3 202315
Kingsview Wealth Management, LLC 810.05%0.09%0.14%Q4 2018Q3 202315
LIBERTY WEALTH MANAGEMENT LLC 930.01%0.06%0.10%Q4 2018Q3 202315
Your Advocates Ltd., LLP 15150.01%0.05%0.17%Q1 2020Q3 202315
Clarus Wealth Advisors 15151.21%2.48%3.09%Q4 2019Q2 202315
ARQ WEALTH ADVISORS, LLC 15152.92%5.30%8.61%Q1 2020Q3 202315
Kistler-Tiffany Companies, LLC 15151.15%1.73%2.14%Q4 2019Q2 202315
Clark Capital Management Group, Inc. 1020.00%1.32%2.93%Q3 2019Q3 202315
Good Life Advisors, LLC 15150.45%4.13%5.68%Q1 2020Q3 202315
Trinity Wealth Management, LLC 1232.24%2.80%4.43%Q4 2019Q3 202315
ASSETMARK, INC 1410.00%1.04%1.73%Q3 2019Q3 202315
TRANSCEND CAPITAL ADVISORS, LLC 960.06%0.18%0.28%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.17%0.33%0.54%Q1 2020Q3 202315
GREAT VALLEY ADVISOR GROUP, INC. 15151.24%2.01%2.59%Q1 2020Q3 202315
FormulaFolio Investments, LLC 15150.66%2.29%5.96%Q4 2017Q2 202115
Parsec Financial Management, Inc. 15150.07%0.30%0.40%Q3 2019Q1 202315
Advisor Group, Inc. 15150.00%0.10%0.25%Q2 2016Q4 201915
Beacon Pointe Advisors, LLC 15150.05%0.12%0.24%Q1 2020Q3 202315
Wealth Enhancement & Preservation of GA, LLC 15156.28%9.98%22.92%Q4 2019Q2 202315
Compass Ion Advisors, LLC 1411.06%4.04%14.23%Q4 2019Q3 202315
Livingston Group Asset Management CO (operating as Southport Capital Management) 15150.05%1.07%2.04%Q3 2018Q1 202215
Windsor Wealth Management, Inc. 1230.10%0.29%0.62%Q2 2019Q3 202315
Schneider Downs Wealth Management Advisors, LP 15150.33%0.40%0.47%Q1 2020Q3 202315
HBK Sorce Advisory LLC 15150.02%0.12%0.25%Q1 2020Q3 202315
CAHABA WEALTH MANAGEMENT, INC. 15151.56%2.38%3.42%Q1 2020Q3 202315
NOTTINGHAM ADVISORS, INC. 15150.02%2.09%4.28%Q1 2020Q3 202315
S. R. Schill & Associates 15155.97%6.31%7.20%Q1 2020Q3 202315
Orion Portfolio Solutions, LLC 1230.00%0.09%0.19%Q4 2019Q3 202315
KEMPER Corp 15151.35%2.04%4.47%Q2 2018Q4 202115
Strategic Blueprint, LLC 15151.97%4.54%6.23%Q1 2020Q3 202315
INSPIRION WEALTH ADVISORS, LLC 1140.05%1.01%1.82%Q1 2018Q3 202315
TFG Advisers LLC 1410.11%0.18%0.28%Q4 2019Q3 202315
Horst & Graben Wealth Management LLC 15151.87%8.51%16.79%Q1 2020Q3 202315
Stadion Money Management, LLC 151521.42%28.33%35.76%Q1 2020Q3 202315
Stratos Wealth Advisors, LLC 15150.01%0.57%1.04%Q1 2020Q3 202315
Private Wealth Group, LLC 151511.34%24.08%36.11%Q1 2020Q3 202315
SIGNATUREFD, LLC 1310.00%0.00%0.00%Q1 2018Q3 202314
WBH ADVISORY INC 1131.22%1.59%1.82%Q1 2020Q3 202314
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 14140.55%2.91%4.43%Q2 2020Q3 202314
Paradigm Financial Partners, LLC 14140.06%0.29%0.50%Q2 2020Q3 202314
Financial Advocates Investment Management 14140.14%1.00%2.31%Q2 2020Q3 202314
WOLVERINE TRADING, LLC 520.00%0.00%0.00%Q4 2020Q3 202314
CATALYST PRIVATE WEALTH, LLC 14141.30%1.84%2.61%Q3 2020Q4 202314
Fusion Family Wealth LLC 1220.00%0.03%0.23%Q2 2018Q3 202314
Provident Wealth Management, LLC 14140.07%0.11%0.27%Q2 2020Q3 202314
Diligent Investors, LLC 14140.09%0.21%0.39%Q2 2020Q3 202314
AMERICAN CENTURY COMPANIES INC 14140.00%0.01%0.01%Q2 2020Q3 202314
Wealth Advisory Solutions, LLC 860.00%2.74%7.82%Q4 2019Q2 202314
Walkner Condon Financial Advisors LLC 773.66%6.52%12.22%Q4 2019Q3 202314
HNP Capital LLC 1220.18%1.41%1.98%Q3 2019Q1 202314
STIFEL FINANCIAL CORP 1220.00%0.00%0.01%Q1 2019Q3 202314
Cetera Investment Advisers 14140.02%0.08%0.22%Q2 2020Q3 202314
Rosenberg Matthew Hamilton 14140.01%0.02%0.02%Q2 2020Q3 202314
PARK AVENUE SECURITIES LLC 14140.02%0.28%0.55%Q2 2020Q3 202314
BLUESTEM FINANCIAL ADVISORS, LLC 14140.53%0.99%1.75%Q2 2020Q3 202314
Aspire Private Capital, LLC 14140.06%1.74%6.76%Q2 2020Q3 202314
Sigma Planning Corp 14140.01%0.03%0.11%Q2 2020Q3 202314
Veritable, L.P. 14140.09%0.12%0.21%Q1 2020Q2 202314
Integrated Advisors Network LLC 14140.01%0.05%0.34%Q2 2020Q3 202314
FAS Wealth Partners, Inc. 14140.01%0.01%0.01%Q4 2019Q1 202314
Dynamic Advisor Solutions LLC 540.02%0.41%1.84%Q4 2018Q3 202314
HBW ADVISORY SERVICES LLC 14140.11%0.15%0.30%Q2 2020Q3 202314
AFFINIA FINANCIAL GROUP, LLC 141417.52%24.46%31.48%Q1 2020Q2 202314
GenTrust, LLC 13130.21%2.66%6.87%Q3 2020Q3 202313
JPMORGAN CHASE & CO 760.00%0.01%0.06%Q2 2020Q3 202313
SPC Financial, Inc. 13130.59%1.07%1.63%Q3 2020Q3 202313
Investors Research Corp 13130.13%1.24%2.09%Q3 2020Q3 202313
Robertson Stephens Wealth Management, LLC 13130.05%0.10%0.22%Q3 2020Q3 202313
Truadvice, LLC 13131.02%1.42%2.45%Q3 2020Q3 202313
Astor Investment Management LLC 13138.29%9.53%12.24%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.12%0.40%Q3 2020Q3 202313
Strategic Investment Advisors / MI 940.10%0.47%2.24%Q2 2020Q3 202313
55I, LLC 1120.26%3.60%7.64%Q2 2019Q3 202213
Lenox Wealth Advisors, LLC 13130.02%3.20%5.57%Q1 2019Q1 202213
Key FInancial Inc 1210.02%0.07%0.12%Q1 2020Q3 202313
Outlook Wealth Advisors, LLC 13131.11%1.24%1.33%Q3 2020Q3 202313
Bison Wealth, LLC 1120.00%0.19%1.49%Q4 2019Q3 202313
Bank of New York Mellon Corp 13130.00%0.00%0.00%Q3 2020Q3 202313
Sanchez Wealth Management Group 13130.38%0.49%0.68%Q3 2020Q3 202313
Western Wealth Management, LLC 850.30%0.91%1.39%Q2 2020Q3 202313
Frontier Wealth Management LLC 1120.02%0.22%0.38%Q2 2018Q2 202213
Kalos Management, Inc. 1030.10%0.24%0.40%Q3 2019Q2 202313
CGN Advisors LLC 13130.16%0.40%0.73%Q4 2020Q4 202313
Intercontinental Wealth Advisors, LLC 13130.07%0.34%0.68%Q2 2020Q2 202313
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1030.00%0.00%0.00%Q2 2019Q3 202313
Bay Harbor Wealth Management, LLC 1030.02%0.37%1.43%Q2 2020Q3 202313
JACOBSON & SCHMITT ADVISORS, LLC 12120.11%0.19%0.22%Q4 2020Q3 202312
Spectrum Planning & Advisory Services Inc. 12125.02%13.89%27.51%Q4 2020Q3 202312
TECTONIC ADVISORS LLC 12121.00%2.86%4.14%Q4 2020Q3 202312
Bridgeworth, LLC 750.05%2.05%8.10%Q3 2020Q3 202312
BALDWIN BROTHERS LLC/MA 12120.00%0.00%0.00%Q1 2021Q4 202312
Pinnacle Family Advisors, LLC 12120.84%1.44%1.91%Q4 2020Q3 202312
Sargent Bickham Lagudis LLC 12120.00%0.02%0.04%Q1 2020Q4 202212
PFG Private Wealth Management, LLC 1110.01%0.11%0.24%Q4 2019Q3 202312
Bell Rock Capital LLC 12120.02%0.29%0.51%Q4 2017Q3 202012
One Wealth Advisors, LLC 12121.00%7.72%12.94%Q4 2020Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.23%0.29%0.37%Q4 2020Q3 202312
Darwin Wealth Management, LLC 1110.04%0.26%0.61%Q3 2018Q3 202112
STATE STREET CORP 12120.00%0.00%0.00%Q3 2019Q2 202212
Voya Financial Advisors, Inc. 660.05%0.28%0.72%Q3 2017Q1 202112
Ciovacco Capital Management LLC 12121.34%4.08%17.75%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.47%0.61%0.69%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.04%0.18%Q4 2020Q3 202312
Brookstone Capital Management 1020.02%2.06%3.28%Q3 2019Q3 202312
Insight Advisors, LLC/ PA 12120.17%0.25%0.30%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.16%0.29%0.36%Q4 2020Q3 202312
KWB Wealth 121210.60%13.44%14.98%Q4 2020Q3 202312
JANICZEK WEALTH MANAGEMENT, LLC 12120.00%0.00%0.02%Q1 2019Q4 202112
Facet Wealth, Inc. 12120.08%0.26%0.56%Q4 2020Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12124.13%4.55%5.72%Q4 2020Q3 202312
Baystate Wealth Management LLC 12120.01%0.55%1.21%Q4 2020Q3 202312
USAdvisors Wealth Management, LLC 12120.43%5.20%6.64%Q4 2020Q3 202312
Rockefeller Capital Management L.P. 12120.00%0.00%0.00%Q3 2020Q2 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.31%0.48%0.61%Q4 2020Q3 202312
Brown Financial Advisory 121220.26%29.79%37.87%Q4 2020Q3 202312
FLC Capital Advisors 12120.29%2.47%6.59%Q3 2020Q2 202312
Beta Wealth Group, Inc. 12124.53%5.58%6.45%Q4 2020Q3 202312
Physician Wealth Advisors, Inc. 12124.20%7.53%11.76%Q4 2020Q3 202312
RBF Capital, LLC 12120.60%0.69%0.76%Q4 2020Q3 202312
Centennial Wealth Advisory LLC 12122.32%4.98%7.19%Q4 2020Q3 202312
DIVIDEND ASSETS CAPITAL, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Bluesphere Advisors, LLC 12120.67%1.03%1.28%Q4 2020Q3 202312
Orin Green Financial, LLC 12120.47%0.60%0.76%Q4 2020Q3 202312
AGF Investments LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
Cetera Advisor Networks LLC 1110.00%0.20%0.37%Q2 2020Q3 202312
Clearview Wealth Advisors LLC 12125.31%7.50%12.01%Q4 2020Q3 202312
MJP ASSOCIATES INC /ADV 12120.06%0.95%2.03%Q4 2020Q3 202312
FINANCIAL COUNSELORS INC 12120.08%0.08%0.09%Q4 2020Q3 202312
Aveo Capital Partners, LLC 1110.67%1.17%2.04%Q3 2020Q3 202312
GEODE CAPITAL MANAGEMENT, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Prostatis Group LLC 1110.09%0.70%1.98%Q4 2019Q2 202312
Integrated Investment Consultants, LLC 11110.13%0.15%0.17%Q1 2021Q3 202311
Flagship Private Wealth, LLC 830.05%0.21%0.44%Q4 2020Q3 202311
FIRST HAWAIIAN BANK 11110.02%0.05%0.10%Q3 2018Q1 202111
Crew Capital Management, Ltd. 11110.91%1.29%1.83%Q1 2021Q3 202311
Destiny Wealth Partners, LLC 920.01%0.03%0.07%Q4 2020Q3 202311
ROOSEVELT INVESTMENT GROUP LLC 11110.26%0.82%1.31%Q1 2020Q3 202211
Range Financial Group LLC 11111.72%2.23%3.47%Q1 2021Q3 202311
Black Swift Group, LLC 1010.00%1.12%2.18%Q3 2020Q2 202311
FIRETHORN WEALTH PARTNERS, LLC 833.87%5.71%7.82%Q4 2020Q3 202311
Golden State Wealth Management, LLC 710.08%0.19%0.42%Q1 2019Q1 202211
OPUS INVESTMENT MANAGEMENT INC 11110.10%0.16%0.36%Q1 2021Q3 202311
Pinnacle Advisory Group, Inc. 11110.08%0.52%0.70%Q3 2018Q1 202111
IFG Advisory, LLC 11110.17%0.26%0.38%Q1 2021Q3 202311
Thrive Capital Management, LLC 740.13%0.18%0.30%Q4 2020Q3 202311
AVANTAX ADVISORY SERVICES, INC. 11110.01%0.02%0.04%Q1 2021Q3 202311
Spire Wealth Management 11110.01%0.02%0.06%Q1 2021Q3 202311
Tradition Wealth Management, LLC 1010.00%1.44%2.10%Q4 2020Q3 202311
Allworth Financial LP 1010.00%0.00%0.02%Q1 2020Q3 202311
Center For Asset Management LLC 920.25%0.86%1.56%Q4 2020Q3 202311
Transamerica Financial Advisors, Inc. 610.00%0.24%1.14%Q1 2015Q3 202311
LINCOLN NATIONAL CORP 11110.01%0.11%0.20%Q1 2021Q3 202311
Cedar Brook Financial Partners, LLC 830.06%0.11%0.15%Q2 2020Q2 202311
GREENLEAF TRUST 11110.02%0.02%0.03%Q1 2021Q3 202311
B. Riley Wealth Advisors, Inc. 910.00%0.02%0.04%Q2 2014Q3 202311
NWAM LLC 11110.02%0.20%0.63%Q1 2021Q3 202311
Newbridge Financial Services Group, Inc. 11110.01%0.02%0.05%Q1 2021Q3 202311
TPG Financial Advisors, LLC 11110.14%0.17%0.20%Q1 2021Q3 202311
LifePlan Financial Group, Inc 11110.01%1.68%2.97%Q1 2018Q3 202011
ST GERMAIN D J CO INC 830.03%2.87%5.64%Q1 2021Q4 202311
J.W. COLE ADVISORS, INC. 830.03%0.05%0.07%Q4 2020Q3 202311
Stonebridge Capital Advisors LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
PACIFIC FINANCIAL GROUP INC 610.05%1.15%3.56%Q2 2019Q3 202311
Fortis Advisors, LLC 710.06%0.16%0.26%Q1 2020Q3 202311
MARINER INDEPENDENT ADVISOR NETWORK, LLC 11110.03%1.50%2.26%Q1 2020Q3 202211
Cypress Wealth Services, LLC 11110.05%1.17%4.21%Q1 2021Q3 202311
VIRIDIAN RIA, LLC 920.06%0.10%0.16%Q2 2019Q1 202211
Jacobi Capital Management LLC 1010.01%0.11%0.91%Q1 2020Q4 202211
Lloyd Advisory Services, LLC. 1010.06%13.61%24.43%Q4 2019Q4 202211
Orion Capital Management LLC 1010.07%0.09%0.11%Q4 2020Q3 202311
Elevated Capital Advisors, LLC 510.46%0.73%0.96%Q2 2020Q3 202311
Global Trust Asset Management, LLC 11110.00%0.01%0.12%Q1 2019Q3 202111
GPS Wealth Strategies Group, LLC 730.01%0.01%0.01%Q1 2021Q3 202310
PFG Advisors 10100.09%0.30%0.43%Q2 2021Q3 202310
F/M Investments LLC 430.18%0.33%0.50%Q4 2020Q3 202310
Fiduciary Planning LLC 10102.30%4.12%5.90%Q2 2021Q3 202310
Providence Capital Advisors, LLC 10100.00%0.00%0.03%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.23%0.57%0.91%Q1 2021Q3 202310
Clear Perspectives Financial Planning, LLC 10100.02%0.04%0.06%Q4 2020Q1 202310
Copperleaf Capital, LLC 10100.81%3.99%6.11%Q2 2020Q3 202210
DAVENPORT & Co LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Accurate Wealth Management, LLC 10100.13%0.23%0.29%Q2 2021Q3 202310
Royal Fund Management, LLC 10100.05%1.99%3.41%Q4 2017Q1 202010
ACCURATE INVESTMENT SOLUTIONS, INC. 10100.14%1.74%3.28%Q4 2017Q1 202010
Ten Capital Wealth Advisors, LLC 640.00%0.41%1.18%Q3 2020Q1 202310
FURE FINANCIAL CORP 910.40%2.64%5.52%Q4 2019Q3 202210
TWO SIGMA SECURITIES, LLC 550.01%0.03%0.05%Q3 2020Q3 202310
Ellis Investment Partners, LLC 10100.01%0.02%0.02%Q2 2020Q3 202210
Renaissance Technologies 510.00%0.00%0.01%Q2 2020Q2 202310
Betterment LLC 820.00%0.00%0.01%Q2 2019Q3 202310
Westside Investment Management, Inc. 10100.00%0.02%0.07%Q2 2021Q3 202310
HORIZON FINANCIAL SERVICES, LLC 10100.29%0.41%0.58%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.13%0.41%1.17%Q4 2020Q3 202310
COLONY GROUP LLC 640.00%0.00%0.01%Q1 2021Q3 202310
PENOBSCOT WEALTH MANAGEMENT 101010.55%13.91%16.52%Q2 2021Q3 202310
HC FINANCIAL ADVISORS INC 10100.00%0.02%0.04%Q1 2020Q2 202210
New England Investment & Retirement Group, Inc. 910.92%1.73%2.47%Q4 2018Q3 202110
SEI INVESTMENTS CO 420.00%0.00%0.00%Q1 2018Q3 202310
CFS Investment Advisory Services, LLC 916.95%11.39%16.85%Q4 2020Q3 202310
Savior LLC 10100.01%0.15%0.33%Q4 2019Q1 202210
LEGG MASON, INC. 10100.19%22.32%45.36%Q1 2018Q2 202010
GM Advisory Group, LLC 10100.11%6.54%11.87%Q2 2021Q3 202310
MBE Wealth Management, LLC 10100.12%0.34%0.76%Q2 2021Q3 202310
BLAIR WILLIAM & CO/IL 10100.00%0.00%0.01%Q2 2021Q3 202310
CSM Advisors, LLC 10100.46%1.40%2.58%Q2 2021Q3 202310
Community Bank, N.A. 910.04%0.16%0.45%Q1 2020Q3 202310
McClarren Financial Advisors, Inc. 550.06%0.07%0.08%Q1 2021Q3 202310
Derbend Asset Management 990.20%0.45%0.87%Q2 2021Q2 20239
NEXT Financial Group, Inc 610.00%0.05%0.12%Q2 2019Q4 20219
Qube Research & Technologies Ltd 990.00%0.00%0.00%Q3 2021Q3 20239
Valeo Financial Advisors, LLC 630.00%0.00%0.00%Q2 2018Q1 20219
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 991.04%1.24%1.80%Q1 2018Q1 20209
Princeton Global Asset Management LLC 720.00%0.00%0.02%Q3 2019Q3 20239
OLD SECOND NATIONAL BANK OF AURORA 720.00%0.02%0.08%Q2 2021Q3 20239
Bickling Financial Services, Inc. 990.20%0.37%1.03%Q4 2020Q4 20229
Glassman Wealth Services 990.00%0.01%0.05%Q3 2021Q3 20239
Vickerman Investment Advisors, Inc. 991.10%1.29%1.62%Q3 2021Q3 20239
Sugarloaf Wealth Management, LLC 990.03%2.67%4.54%Q3 2021Q3 20239
FLOW TRADERS U.S. LLC 410.03%0.18%0.63%Q3 2020Q3 20239
Independent Wealth Network Inc. 992.77%2.94%3.29%Q3 2021Q3 20239
ODonnell Financial Services, LLC 990.12%5.97%15.19%Q3 2021Q3 20239
Advisor Resource Council 990.16%1.56%4.87%Q2 2021Q2 20239
Zurich Insurance Group Ltd/FI 990.00%0.00%0.00%Q1 2020Q1 20229
Snowden Capital Advisors LLC 810.66%1.01%1.34%Q2 2021Q3 20239
TNF LLC 994.18%6.02%7.90%Q3 2021Q3 20239
FRONTIER INVESTMENT MGMT CO 990.04%0.31%0.38%Q1 2018Q1 20209
CHURCHILL MANAGEMENT Corp 540.00%0.02%0.05%Q4 2020Q3 20239
PEAK FINANCIAL ADVISORS LLC 990.23%0.35%0.45%Q3 2021Q3 20239
Mayflower Financial Advisors, LLC 990.05%1.43%2.64%Q3 2021Q3 20239
MILLENNIUM MANAGEMENT LLC 710.00%0.00%0.00%Q3 2018Q3 20239
VIVID FINANCIAL MANAGEMENT, INC. 996.03%8.68%11.56%Q4 2019Q4 20219
Fulcrum Equity Management 810.01%0.23%0.40%Q3 2019Q3 20239
Concorde Asset Management, LLC 990.42%0.72%1.07%Q1 2018Q1 20209
Castleview Partners, LLC 810.01%0.06%0.08%Q2 2021Q3 20239
ROWLAND CARMICHAEL ADVISORS INC /ADV 810.00%1.17%1.86%Q1 2016Q4 20209
Ancora Advisors LLC 720.00%0.00%0.01%Q4 2020Q3 20239
Virtue Capital Management, LLC 810.07%0.85%6.96%Q4 2019Q3 20239
Capital Asset Advisory Services LLC 410.00%0.04%0.10%Q2 2020Q3 20239
Northstar Group, Inc. 990.06%0.07%0.07%Q3 2021Q3 20239
MANUFACTURERS LIFE INSURANCE COMPANY, THE 540.00%0.04%0.11%Q4 2017Q3 20239
GoalVest Advisory LLC 810.00%0.21%0.57%Q4 2020Q4 20239
Tennessee Valley Asset Management Partners 990.08%11.93%28.34%Q3 2021Q3 20239
MONECO Advisors, LLC 990.21%0.62%1.43%Q3 2021Q3 20239
LADENBURG THALMANN FINANCIAL SERVICES INC. 990.00%0.04%0.10%Q4 2017Q4 20199
Vestmark Advisory Solutions, Inc. 990.12%0.38%1.07%Q3 2021Q3 20239
Clearstead Advisors, LLC 990.01%0.03%0.05%Q3 2021Q3 20239
Dentgroup LLC 990.56%2.65%7.52%Q4 2021Q4 20239
NORTHWEST WEALTH MANAGEMENT, LLC 880.04%0.24%0.52%Q1 2018Q4 20198
FRANKLIN RESOURCES INC 880.00%0.00%0.00%Q4 2021Q3 20238
Horizon Wealth Management, LLC 882.46%7.57%18.20%Q4 2021Q3 20238
Montz Harcus Wealth Management LLC 8815.29%15.56%16.08%Q4 2021Q3 20238
BARCLAYS PLC 710.00%0.00%0.00%Q2 2021Q3 20238
CERTUITY, LLC 880.08%0.12%0.16%Q4 2021Q3 20238
Valmark Advisers, Inc. 880.01%0.05%0.10%Q4 2021Q3 20238
Apeiron RIA LLC 880.32%3.96%5.78%Q4 2021Q3 20238
Stone Point Wealth LLC 880.63%0.85%1.60%Q4 2021Q3 20238
Financial Connections Group, Inc. 880.06%0.08%0.12%Q4 2021Q3 20238
Copperwynd Financial, LLC 310.34%4.69%9.93%Q4 2017Q3 20228
MARIPAU WEALTH MANAGEMENT LLC 885.84%6.36%7.35%Q4 2021Q3 20238
Paragon Wealth Strategies, LLC 880.54%0.81%1.20%Q1 2018Q4 20198
Advance Capital Management, Inc. 883.84%6.20%10.94%Q4 2021Q3 20238
MAS Advisors LLC 881.02%1.47%1.76%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.01%0.03%0.05%Q4 2021Q3 20238
My Personal CFO, LLC 881.22%1.46%1.91%Q4 2021Q3 20238
Barnett & Company, Inc. 620.00%0.01%0.03%Q2 2018Q4 20218
Avidian Wealth Solutions, LLC 880.15%0.93%2.43%Q4 2021Q3 20238
Bull Oak Capital, LLC 8813.50%16.49%24.28%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Flower City Capital 881.08%1.28%1.64%Q4 2021Q3 20238
Simplicity Wealth,LLC 880.30%1.14%2.28%Q4 2021Q3 20238
Buttonwood Financial Group, LLC 8821.84%29.39%35.15%Q1 2022Q4 20238
CAHILL FINANCIAL ADVISORS INC 880.05%0.20%0.37%Q1 2021Q4 20228
D.A. DAVIDSON & CO. 880.01%0.01%0.01%Q1 2021Q4 20228
Confluence Wealth Services, Inc. 880.15%0.29%0.66%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.06%0.10%0.30%Q4 2021Q3 20238
SUTTON PLACE INVESTORS LLC 886.13%6.90%8.83%Q4 2021Q3 20238
Ascent Group, LLC 881.28%2.08%3.11%Q4 2021Q3 20238
CLARIS ADVISORS, LLC / MO / 880.16%0.24%0.31%Q4 2021Q3 20238
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 880.74%0.81%0.89%Q4 2021Q3 20238
BlackDiamond Wealth Management, LLC 884.36%4.95%5.61%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
MGO ONE SEVEN LLC 880.02%0.13%0.64%Q4 2021Q3 20238
MKT Advisors LLC 880.52%0.89%1.14%Q4 2021Q3 20238
BANK HAPOALIM BM 710.80%1.43%1.76%Q2 2021Q3 20238
WealthCare Investment Partners, LLC 880.48%0.81%2.30%Q4 2021Q3 20238
ETF Store, Inc. 880.32%0.42%0.52%Q4 2021Q3 20238
Morling Financial Advisors, LLC 886.21%7.37%9.21%Q4 2021Q3 20238
West Wealth Group, LLC 8816.24%23.36%29.62%Q4 2021Q3 20238
Inspire Advisors, LLC 880.06%0.10%0.15%Q4 2021Q3 20238
Aspire Wealth Management Corp 881.79%2.59%3.34%Q4 2021Q3 20238
Amundi 880.00%0.00%0.00%Q4 2021Q3 20238
Crown Wealth Group, LLC 885.75%15.17%19.20%Q4 2021Q3 20238
PCG Wealth Advisors, LLC 880.19%0.86%1.27%Q4 2021Q3 20238
Midwest Heritage Bank, FSB 883.02%4.53%6.21%Q4 2021Q3 20238
INSIGHT 2811, INC. 710.14%0.19%0.24%Q4 2019Q1 20228
WESTERN FINANCIAL Corp 880.32%0.65%1.18%Q4 2020Q3 20228
Financial Futures Ltd Liability Co. 887.02%9.26%12.08%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.29%0.45%0.95%Q4 2021Q3 20238
TCWP LLC 881.23%3.17%6.80%Q4 2021Q3 20238
Carroll Financial Associates, Inc. 880.00%0.00%0.00%Q1 2020Q4 20218
AXXCESS WEALTH MANAGEMENT, LLC 880.04%0.07%0.08%Q4 2021Q3 20238
Arkadios Wealth Advisors 880.06%0.08%0.11%Q4 2021Q3 20238
MY Wealth Management Inc. 880.34%0.38%0.51%Q4 2021Q3 20238
Stegent Equity Advisors, Inc. 881.28%1.64%2.14%Q4 2021Q3 20238
Helen Stephens Group, LLC 880.92%1.36%2.88%Q4 2021Q3 20238
3EDGE Asset Management, LP 210.00%0.04%0.14%Q2 2022Q3 20238
Landmark Wealth Management, LLC 880.50%0.69%1.09%Q4 2021Q3 20238
Upper Left Wealth Management, LLC 882.49%3.13%3.84%Q4 2021Q3 20238
FINANCIAL ADVISORY PARTNERS, LLC 880.15%0.38%0.56%Q4 2021Q3 20238
Gladstone Institutional Advisory LLC 880.03%1.22%3.12%Q4 2021Q3 20238
DENVER WEALTH MANAGEMENT, INC. 616.08%9.27%13.38%Q1 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.10%1.12%1.67%Q4 2021Q3 20238
Jackson, Grant Investment Advisers, Inc. 880.02%0.90%1.88%Q4 2021Q3 20238
Wealth Advisors of Iowa, LLC 880.35%13.16%21.95%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.05%0.06%0.08%Q4 2021Q3 20238
Security Financial Services, INC. 8810.95%13.18%14.34%Q4 2021Q3 20238
Invst, LLC 530.04%0.05%0.06%Q2 2021Q3 20238
Advisor OS, LLC 880.61%0.93%1.33%Q4 2021Q3 20238
MASSMUTUAL TRUST CO FSB/ADV 530.00%0.00%0.01%Q1 2020Q4 20238
Atria Wealth Solutions, Inc. 770.01%0.19%0.27%Q1 2022Q3 20238
Wechter Feldman Wealth Management, Inc. 880.15%0.74%1.16%Q1 2018Q4 20198
Fingerlakes Wealth Management, Inc. 881.11%1.14%1.17%Q4 2021Q3 20238
MCDONALD PARTNERS LLC 430.06%0.10%0.15%Q4 2020Q3 20227
Connectus Wealth, LLC 770.01%0.04%0.25%Q1 2022Q3 20237
WHITTIER TRUST CO 770.03%0.03%0.03%Q1 2022Q3 20237
Investments & Financial Planning, LLC 430.84%0.95%1.11%Q4 2021Q3 20237
U.S. Capital Wealth Advisors, LLC 770.01%0.04%0.07%Q1 2022Q3 20237
Ameritas Advisory Services, LLC 610.02%0.04%0.07%Q4 2021Q3 20237
My Legacy Advisors, LLC 770.51%3.16%6.29%Q1 2022Q3 20237
Canal Capital Management, LLC 770.43%0.71%1.14%Q1 2018Q3 20197
Fragasso Group Inc. 770.08%0.31%0.53%Q2 2022Q4 20237
HWG Holdings LP 610.03%0.43%1.27%Q1 2022Q4 20237
Safeguard Financial, LLC 770.60%1.17%2.38%Q1 2022Q3 20237
Empirical Asset Management, LLC 770.22%0.26%0.45%Q1 2022Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.03%0.21%1.10%Q1 2022Q3 20237
Keel Point, LLC 773.79%3.90%4.07%Q1 2022Q3 20237
Quantitative Advantage, LLC 770.07%0.09%0.13%Q3 2021Q1 20237
CAROLINAS WEALTH CONSULTING LLC 770.00%0.01%0.01%Q1 2022Q3 20237
TCG Advisors, LP 770.16%0.38%0.63%Q4 2018Q2 20207
NEIRG Wealth Management, LLC 772.03%2.31%2.59%Q4 2021Q2 20237
New Perspectives, Inc 7727.24%28.17%29.35%Q2 2021Q4 20227
Traynor Capital Management, Inc. 430.09%0.15%0.21%Q1 2021Q3 20237
Chemistry Wealth Management LLC 770.14%0.16%0.19%Q1 2022Q3 20237
Redwood Financial Network Corp 770.27%0.67%1.09%Q1 2022Q3 20237
Janney Montgomery Scott LLC 520.00%0.05%0.13%Q4 2021Q3 20237
Narus Financial Partners, LLC 770.52%0.60%0.76%Q1 2022Q3 20237
ACG Wealth 770.04%0.21%0.31%Q3 2018Q1 20207
Summit Global Investments 770.21%0.76%1.32%Q1 2022Q3 20237
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.03%0.43%0.55%Q3 2020Q3 20237
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Sequoia Financial Advisors, LLC 770.30%0.40%0.52%Q1 2022Q3 20237
MATHER GROUP, LLC. 770.00%0.01%0.01%Q1 2022Q3 20237
L.M. KOHN & COMPANY 770.13%0.18%0.34%Q1 2022Q3 20237
VERUS CAPITAL PARTNERS, LLC 410.03%0.11%0.42%Q4 2019Q3 20237
Omnia Family Wealth, LLC 770.01%0.01%0.01%Q3 2017Q1 20197
Wescott Financial Advisory Group, LLC 770.45%0.50%0.61%Q1 2022Q3 20237
Magnus Financial Group LLC 430.02%0.09%0.14%Q3 2020Q3 20237
Smart Money Group LLC 772.91%3.65%4.54%Q1 2019Q3 20207
Bensler, LLC 770.08%0.41%0.62%Q1 2022Q3 20237
TrueWealth Advisors, LLC 610.34%0.44%0.53%Q1 2021Q3 20237
MOTCO 770.00%0.00%0.00%Q4 2020Q2 20227
Rockbridge Investment Management, LCC 770.05%0.06%0.07%Q2 2020Q4 20217
Echo Wealth Management, LLC 770.70%0.85%1.14%Q4 2020Q2 20227
Strategic Wealth Investment Group, LLC 770.05%0.10%0.17%Q1 2022Q3 20237
BEACON FINANCIAL GROUP 770.08%0.18%0.22%Q1 2022Q3 20237
FARMERS & MERCHANTS INVESTMENTS INC 770.00%0.00%0.00%Q1 2022Q3 20237
LVM CAPITAL MANAGEMENT LTD/MI 770.04%0.05%0.06%Q3 2019Q1 20217
FLYNN ZITO CAPITAL MANAGEMENT, LLC 528.98%10.99%12.06%Q4 2021Q3 20237
9258 Wealth Management, LLC 771.04%2.17%2.70%Q1 2022Q3 20237
Accel Wealth Management 520.00%0.06%0.11%Q4 2020Q1 20237
Smithfield Trust Co 770.00%0.00%0.00%Q1 2022Q3 20237
REUTER JAMES WEALTH MANAGEMENT, LLC 610.44%0.62%0.81%Q4 2021Q3 20237
Beacon Capital Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Versant Capital Management, Inc 770.00%0.00%0.00%Q2 2022Q4 20237
SILVER OAK SECURITIES, INCORPORATED 770.19%0.56%0.81%Q1 2022Q3 20237
Wealthspire Advisors, LLC 610.71%0.77%0.85%Q3 2021Q3 20237
Colonial River Wealth Management, LLC 770.27%3.28%6.31%Q1 2022Q3 20237
Chessman Wealth Strategies RIA 770.09%5.78%9.52%Q4 2017Q2 20197
MATRIX PRIVATE CAPITAL GROUP LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Linscomb & Williams, Inc. 310.01%0.18%0.52%Q4 2019Q4 20226
KMG FIDUCIARY PARTNERS, LLC 660.12%1.28%1.75%Q2 2022Q3 20236
Meridian Wealth Management, LLC 660.10%0.13%0.17%Q2 2022Q3 20236
Cascadia Advisory Services, LLC 310.38%0.82%0.99%Q4 2019Q3 20216
TRUST CO OF VERMONT 310.00%0.00%0.00%Q1 2021Q4 20226
Edgemoor Investment Advisors, Inc. 660.03%0.03%0.03%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.14%0.20%0.25%Q2 2022Q3 20236
Foundations Investment Advisors, LLC 420.05%0.38%1.86%Q2 2018Q3 20236
J.P. Morgan Private Wealth Advisors LLC 510.00%0.00%0.01%Q4 2021Q3 20236
ProVise Management Group, LLC 420.02%0.03%0.05%Q4 2021Q3 20236
EPG Wealth Management LLC 510.00%0.00%0.00%Q1 2022Q3 20236
MBM Wealth Consultants, LLC 660.43%0.58%0.79%Q2 2022Q3 20236
OXFORD FINANCIAL GROUP, LTD. LLC 660.02%0.02%0.02%Q2 2021Q3 20226
Merit Financial Group, LLC 660.03%0.66%1.04%Q2 2022Q3 20236
Altrius Capital Management Inc 660.23%0.33%0.45%Q2 2022Q3 20236
Intrepid Financial Planning Group LLC 661.06%1.19%1.43%Q2 2022Q3 20236
WIN ADVISORS, INC 660.01%0.63%2.55%Q4 2021Q1 20236
BerganKDV Wealth Management, LLC 420.00%0.00%0.01%Q4 2019Q2 20236
LBMC INVESTMENT ADVISORS, LLC 660.03%0.06%0.08%Q2 2022Q3 20236
QCM Cayman, Ltd. 311.44%2.80%5.92%Q2 2020Q3 20226
Realta Investment Advisors 220.00%0.01%0.01%Q1 2019Q3 20236
Navigation Wealth Management, Inc. 420.02%3.74%11.44%Q1 2021Q3 20226
Certified Advisory Corp 510.01%0.02%0.08%Q2 2019Q1 20216
Freedom Day Solutions, LLC 420.09%0.11%0.13%Q2 2021Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.56%0.90%1.52%Q2 2021Q4 20226
BUTENSKY & COHEN FINANCIAL SECURITY, INC 660.53%0.56%0.62%Q2 2022Q3 20236
Wealth & Pension Services Group, Inc. 665.07%7.19%11.93%Q2 2018Q3 20196
SouthState Corp 660.00%0.00%0.00%Q1 2022Q2 20236
Sculati Wealth Management, LLC 660.24%0.32%0.40%Q1 2020Q2 20216
PARAMETRIC PORTFOLIO ASSOCIATES LLC 660.00%0.00%0.00%Q3 2020Q4 20216
WOLFF WIESE MAGANA LLC 660.02%0.02%0.02%Q2 2022Q3 20236
All Terrain Financial Advisors, LLC 660.08%0.10%0.12%Q1 2018Q2 20196
Newman & Schimel, LLC 660.16%0.91%2.04%Q3 2021Q4 20226
Founders Financial Alliance, LLC 660.02%0.06%0.13%Q2 2022Q3 20236
PRINCIPAL FINANCIAL GROUP INC 660.00%0.01%0.01%Q2 2022Q3 20236
Graves Light Lenhart Wealth, Inc. 660.00%0.00%0.00%Q1 2021Q2 20226
NSI Retail Advisors, LLC 331.58%2.72%3.92%Q2 2021Q3 20236
Pine Valley Investments Ltd Liability Co 330.15%0.26%0.37%Q1 2023Q3 20236
Worth Asset Management, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Independent Advisor Alliance 660.00%0.21%0.50%Q2 2019Q3 20206
Hochman Cole Investment Advisors, Inc. 660.20%0.21%0.22%Q4 2015Q1 20176
Kavar Capital Partners, LLC 660.03%0.26%0.39%Q2 2019Q3 20206
Capstone Triton Financial Group, LLC 661.67%1.82%1.98%Q2 2022Q3 20236
Highland Financial Advisors, LLC 668.80%9.46%10.95%Q2 2022Q3 20236
HOWE & RUSLING INC 660.00%0.00%0.00%Q2 2021Q3 20226
AFFINITY WEALTH MANAGEMENT LLC 660.46%0.66%1.12%Q4 2018Q1 20206
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q1 2019Q3 20236
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 660.00%3.35%20.04%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Syntal Capital Partners, LLC 660.41%1.34%2.87%Q3 2021Q4 20226
CYPRESS FINANCIAL PLANNING LLC 660.33%0.38%0.42%Q2 2022Q3 20236
First Ascent Asset Management, LLC 330.15%3.15%9.41%Q4 2019Q2 20236
Ameraudi Asset Management, Inc. 661.63%1.87%2.15%Q3 2020Q4 20216
FORVIS Wealth Advisors, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
CAMBRIDGE TRUST CO 660.00%0.00%0.00%Q2 2022Q3 20236
Lansing Street Advisors 660.04%0.08%0.16%Q1 2022Q2 20236
EATON VANCE MANAGEMENT 550.00%0.00%0.00%Q1 2021Q1 20225
OPTIMUM INVESTMENT ADVISORS 550.00%0.00%0.00%Q4 2022Q4 20235
Intrua Financial, LLC 550.04%0.13%0.28%Q1 2021Q1 20225
Braun-Bostich & Associates Inc. 410.02%0.53%2.52%Q4 2019Q3 20235
MSI Financial Services Inc 550.00%0.15%0.27%Q4 2015Q4 20165
TAIYO LIFE INSURANCE CO 556.26%7.42%8.00%Q3 2022Q3 20235
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 550.23%0.43%0.64%Q3 2022Q3 20235
Berkeley Capital Partners, LLC 410.14%0.27%0.36%Q4 2020Q1 20225
TWO SIGMA INVESTMENTS, LP 320.00%0.02%0.04%Q2 2022Q3 20235
HOHIMER WEALTH MANAGEMENT, LLC 550.08%0.15%0.21%Q4 2021Q4 20225
MOSELEY INVESTMENT MANAGEMENT INC 550.30%0.38%0.48%Q1 2019Q1 20205
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 551.04%1.33%1.54%Q3 2022Q3 20235
NCM Capital Management, LLC 410.20%0.21%0.23%Q1 2022Q2 20235
Topel & Distasi Wealth Management, LLC 551.07%1.16%1.23%Q4 2021Q4 20225
Johnson Financial Group, Inc. 550.00%0.00%0.00%Q3 2019Q3 20205
Barber Financial Group, Inc. 550.05%0.14%0.20%Q4 2018Q4 20195
B.O.S.S. Retirement Advisors, LLC 553.20%3.58%4.42%Q4 2022Q4 20235
FinTrust Capital Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
SMI Advisory Services, LLC 410.17%0.21%0.36%Q2 2022Q3 20235
TOTH FINANCIAL ADVISORY CORP 550.00%0.00%0.00%Q3 2022Q3 20235
Burt Wealth Advisors 410.04%0.09%0.25%Q1 2020Q3 20225
Trexquant Investment LP 210.01%0.02%0.04%Q2 2020Q2 20235
Pacific Edge Advisors, LLC 551.12%1.58%3.32%Q4 2018Q4 20195
Goodman Advisory Group, LLC 320.00%2.99%8.25%Q2 2022Q3 20235
Buckingham Capital Management, Inc. 550.04%0.29%0.40%Q3 2022Q3 20235
Covington Capital Management 550.00%0.00%0.00%Q3 2021Q3 20225
INNEALTA CAPITAL, LLC 550.14%0.15%0.15%Q2 2022Q2 20235
City State Bank 550.00%0.00%0.00%Q1 2022Q1 20235
IMC-Chicago, LLC 210.00%0.00%0.01%Q1 2021Q4 20225
M&R CAPITAL MANAGEMENT INC 550.01%0.02%0.02%Q4 2022Q4 20235
Personal Wealth Partners 553.62%6.87%8.65%Q1 2021Q1 20225
Allianz Asset Management GmbH 550.00%0.00%0.02%Q3 2022Q3 20235
W.H. Cornerstone Investments Inc. 555.64%6.21%7.40%Q3 2022Q3 20235
Strategic Asset Management, LLC 555.97%7.10%7.67%Q3 2021Q3 20225
COLTON GROOME FINANCIAL ADVISORS, LLC 550.45%0.68%1.30%Q3 2022Q3 20235
Wayfinding Financial, LLC 550.84%0.98%1.15%Q4 2021Q4 20225
Eldridge Investment Advisors, Inc. 550.83%1.89%3.77%Q3 2022Q3 20235
Visionary Wealth Advisors 550.03%0.42%0.94%Q4 2019Q4 20205
TCG Advisory Services, LLC 550.05%0.07%0.11%Q4 2020Q4 20215
Anchor Investment Management, LLC 550.00%0.02%0.06%Q4 2022Q4 20235
GOULD ASSET MANAGEMENT LLC /CA/ 550.53%0.55%0.56%Q4 2018Q4 20195
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 550.55%0.61%0.68%Q4 2020Q4 20215
EVERMAY WEALTH MANAGEMENT LLC 550.00%0.01%0.03%Q3 2022Q3 20235
Acropolis Investment Management, LLC 410.01%0.03%0.04%Q1 2022Q3 20235
AMJ Financial Wealth Management 550.27%0.39%0.64%Q4 2019Q4 20205
Hayden Royal, LLC 212.21%2.78%3.30%Q4 2019Q2 20215
True Link Financial Advisors, LLC 550.01%0.02%0.02%Q4 2020Q4 20215
Tempus Wealth Planning, LLC 550.11%0.13%0.17%Q3 2022Q3 20235
Sterling Investment Advisors, Ltd. 550.00%0.00%0.00%Q2 2021Q2 20225
Truvestments Capital LLC 550.01%0.01%0.01%Q2 2022Q2 20235
Crestwood Advisors Group, LLC 410.01%0.03%0.04%Q2 2022Q3 20235
Running Point Capital Advisors, LLC 550.10%0.24%0.29%Q4 2020Q4 20215
Beacon Pointe Wealth Advisors, LLC 550.28%0.32%0.36%Q4 2018Q4 20195
MCF Advisors LLC 410.00%0.01%0.02%Q4 2018Q3 20235
WealthPlan Investment Management, LLC 210.01%0.22%0.39%Q1 2022Q4 20235
Ameritas Investment Company, LLC 110.01%0.07%0.30%Q4 2018Q3 20215
Crewe Advisors LLC 550.00%0.00%0.00%Q1 2022Q1 20235
CoreCap Advisors, LLC 550.44%0.48%0.54%Q4 2021Q4 20225
Adams Wealth Management 552.42%5.12%7.14%Q3 2022Q3 20235
INR ADVISORY SERVICES LLC 550.03%0.11%0.22%Q1 2018Q1 20195
Compass Wealth Management LLC 550.30%0.43%0.71%Q4 2022Q4 20235
B. Riley Wealth Management, Inc. 550.00%0.03%0.04%Q2 2021Q2 20225
TCI Wealth Advisors, Inc. 320.00%0.02%0.04%Q1 2021Q3 20225
Capital CS Group, LLC 550.24%0.96%2.39%Q1 2021Q1 20225
SRS Capital Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
BOKF, NA 320.00%0.01%0.01%Q3 2020Q4 20215
Radnor Capital Management, LLC 310.07%0.10%0.14%Q2 2022Q2 20234
Prosperity Financial Group, Inc. 440.32%0.38%0.45%Q4 2022Q3 20234
Jefferies Group LLC 220.00%0.01%0.01%Q2 2021Q3 20224
Richard W. Paul & Associates, LLC 440.73%1.66%1.98%Q4 2022Q3 20234
Selective Wealth Management, Inc. 310.00%0.14%0.54%Q1 2022Q4 20234
Cribstone Capital Management, LLC 440.04%0.04%0.05%Q4 2021Q3 20224
Archer Investment Corp 440.00%0.00%0.00%Q4 2022Q3 20234
River Street Advisors LLC 442.54%2.62%2.68%Q4 2022Q3 20234
Venture Visionary Partners LLC 440.10%0.11%0.12%Q4 2022Q3 20234
JDM Financial Group LLC 443.32%3.40%3.49%Q4 2022Q3 20234
SOA Wealth Advisors, LLC. 440.00%0.00%0.00%Q3 2022Q2 20234
Cerro Pacific Wealth Advisors LLC 440.14%0.16%0.19%Q2 2021Q1 20224
Lido Advisors, LLC 220.01%0.03%0.05%Q3 2021Q2 20234
Metis Global Partners, LLC 210.02%0.15%0.41%Q4 2021Q3 20234
Syntegra Private Wealth Group, LLC 440.77%0.85%0.95%Q4 2022Q3 20234
Heartwood Wealth Advisors LLC 440.04%0.06%0.15%Q4 2022Q3 20234
Insight Wealth Strategies, LLC 440.08%0.23%0.34%Q4 2020Q3 20214
Jaffetilchin Investment Partners, LLC 440.07%0.23%0.55%Q4 2022Q3 20234
REGIMEN WEALTH, LLC 440.20%0.23%0.29%Q4 2022Q3 20234
Corient Private Wealth LLC 440.03%0.04%0.05%Q4 2022Q3 20234
HRT FINANCIAL LP 210.01%0.01%0.02%Q4 2020Q3 20224
Leading Edge Financial Planning LLC 4412.38%14.53%16.12%Q4 2022Q3 20234
Garrett Wealth Advisory Group, LLC 440.90%7.96%11.74%Q3 2021Q2 20224
EP Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Quadrant Private Wealth Management, LLC 441.22%1.57%1.96%Q4 2022Q3 20234
CARY STREET PARTNERS ASSET MANAGEMENT LLC 310.01%0.33%1.28%Q3 2022Q3 20234
FORT PITT CAPITAL GROUP, LLC 210.01%0.03%0.04%Q4 2018Q4 20224
Stokes Family Office, LLC 220.04%0.05%0.05%Q2 2022Q3 20234
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 4431.06%32.44%36.50%Q4 2022Q3 20234
PITTENGER & ANDERSON INC 440.00%0.00%0.00%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
YHB Investment Advisors, Inc. 440.02%0.06%0.10%Q4 2022Q3 20234
Santori & Peters, Inc. 220.12%0.12%0.13%Q4 2021Q3 20234
WATERSHED PRIVATE WEALTH LLC 440.62%0.67%0.75%Q4 2022Q3 20234
SeaCrest Wealth Management, LLC 310.00%0.00%0.01%Q4 2017Q2 20224
Per Stirling Capital Management, LLC. 440.41%0.45%0.49%Q4 2022Q3 20234
Rooted Wealth Advisors, Inc. 441.28%7.96%14.95%Q4 2022Q3 20234
Shira Ridge Wealth Management 440.28%0.31%0.36%Q4 2022Q3 20234
Sandy Spring Bank 310.00%0.01%0.01%Q2 2020Q3 20234
Treasure Coast Financial Planning 440.90%0.92%0.94%Q4 2022Q3 20234
HF Advisory Group, LLC 441.90%2.12%2.26%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 440.22%0.35%0.61%Q4 2022Q3 20234
Corsicana & Co. 440.11%0.25%0.31%Q4 2021Q3 20224
Luken Investment Analytics, LLC 441.03%4.07%7.14%Q4 2022Q3 20234
TCP Asset Management, LLC 440.47%0.64%0.96%Q4 2022Q3 20234
FREEDOM WEALTH ALLIANCE, LLC 442.83%5.78%8.74%Q4 2022Q3 20234
New Republic Capital, LLC 440.10%0.16%0.23%Q4 2022Q3 20234
SFG Wealth Management, LLC. 220.41%1.39%2.46%Q4 2021Q3 20234
Concord Wealth Partners 440.00%0.03%0.07%Q4 2022Q3 20234
Hardy Reed LLC 440.04%0.05%0.05%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.98%1.02%1.05%Q4 2022Q3 20234
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.06%0.07%0.07%Q3 2022Q3 20234
Cresset Asset Management, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Apollon Wealth Management, LLC 440.01%0.34%0.79%Q4 2022Q3 20234
Apella Capital, LLC 310.10%0.16%0.18%Q4 2022Q4 20234
PRUDENTIAL FINANCIAL INC 310.00%0.00%0.01%Q1 2022Q3 20234
TWO SIGMA ADVISERS, LP 220.00%0.01%0.02%Q2 2022Q3 20234
Straight Path Wealth Management 440.20%0.24%0.26%Q4 2021Q3 20224
STEVENS CAPITAL PARTNERS 440.26%0.28%0.33%Q4 2022Q3 20234
First Command Advisory Services, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
Perennial Investment Advisors, LLC 440.15%0.18%0.20%Q4 2022Q3 20234
Arista Wealth Management, LLC 440.27%0.38%0.58%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.23%0.27%0.31%Q4 2022Q3 20234
Better Money Decisions, LLC 310.01%0.09%0.13%Q1 2021Q2 20224
OmniStar Financial Group, Inc. 310.81%4.19%5.53%Q4 2021Q3 20234
NewSquare Capital LLC 310.01%0.01%0.01%Q3 2022Q3 20234
Foresight Wealth Management, LLC 440.18%0.23%0.29%Q4 2018Q3 20194
Donald L. Hagan, LLC 442.53%2.85%3.09%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 4411.60%12.78%14.37%Q4 2022Q3 20234
Moors & Cabot, Inc. 440.05%0.05%0.06%Q4 2022Q3 20234
CEDAR CAPITAL, LLC 441.65%3.62%4.96%Q4 2020Q3 20214
HUNTINGTON NATIONAL BANK 440.00%0.00%0.00%Q4 2022Q3 20234
FFG RETIREMENT ADVISORS LLC 449.62%10.33%11.80%Q4 2022Q3 20234
Kowal Investment Group, LLC 440.12%0.13%0.15%Q1 2022Q4 20224
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
KANAWHA CAPITAL MANAGEMENT LLC 440.25%0.27%0.29%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.34%0.35%0.36%Q4 2022Q3 20234
Prospera Financial Services Inc 220.01%0.04%0.09%Q4 2021Q3 20234
Lee Financial Co 220.00%0.00%0.00%Q4 2020Q2 20224
Hofer & Associates. Inc 440.61%0.68%0.78%Q4 2022Q3 20234
Worth Financial Advisory Group, LLC 441.77%1.96%2.23%Q4 2022Q3 20234
Standpoint Asset Management, LLC 4415.74%15.81%15.91%Q4 2022Q3 20234
Arcadia Wealth Management, LLC 442.85%4.90%8.18%Q4 2022Q3 20234
JSF Financial, LLC 441.08%1.37%1.80%Q4 2022Q3 20234
Argent Trust Co 440.01%0.02%0.02%Q3 2021Q2 20224
Bogart Wealth, LLC 310.00%0.00%0.00%Q1 2020Q1 20234
Integrity Advisory, LLC 440.92%1.30%1.84%Q1 2022Q4 20224
AJ Advisors, LLC 440.35%0.40%0.43%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 447.41%8.23%9.79%Q4 2022Q3 20234
Mascoma Wealth Management LLC 310.00%0.00%0.00%Q1 2021Q1 20224
Ahrens Investment Partners LLC 310.00%0.01%0.01%Q4 2021Q1 20234
SWMG, LLC 440.18%0.18%0.18%Q3 2022Q2 20234
SageGuard Financial Group, LLC 440.69%5.08%18.14%Q4 2020Q3 20214
Davidson Capital Management Inc. 4416.77%24.73%32.54%Q4 2022Q3 20234
NorthCoast Asset Management LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Western Financial Corp/CA 441.17%1.39%1.61%Q4 2022Q3 20234
Vertex Planning Partners, LLC 443.53%5.56%7.02%Q4 2022Q3 20234
GLENMEDE TRUST CO NA 210.00%0.00%0.00%Q3 2022Q2 20233
Americana Partners, LLC 330.46%1.25%1.67%Q1 2023Q3 20233
Badgley Phelps Wealth Managers, LLC 330.96%1.39%1.61%Q1 2023Q3 20233
Squar Milner Financial Services LLC 210.01%0.01%0.01%Q2 2019Q1 20203
FDx Advisors, Inc. 330.01%0.02%0.02%Q1 2018Q3 20183
Waterloo Capital, L.P. 331.27%1.37%1.50%Q1 2023Q3 20233
Keystone Financial Group 210.67%2.48%5.73%Q3 2022Q3 20233
True North Advisors, LLC 330.05%0.06%0.06%Q3 2020Q1 20213
Fiduciary Alliance LLC 210.01%0.05%0.07%Q4 2022Q3 20233
SALEM INVESTMENT COUNSELORS INC 210.00%0.00%0.01%Q3 2022Q3 20233
Mariner Wealth Advisors-Cincinnati, LLC 330.04%0.07%0.10%Q1 2018Q3 20183
DIXON HUBARD FEINOUR & BROWN INC/VA 330.84%0.90%0.97%Q4 2021Q2 20223
CABANA LLC 210.00%0.09%0.19%Q3 2019Q2 20203
Summit Investment Advisory Services, LLC 330.18%0.19%0.21%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.40%0.55%0.65%Q1 2023Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.00%0.01%0.02%Q1 2023Q3 20233
SigFig Wealth Management, LLC 210.05%3.20%4.80%Q4 2022Q3 20233
Latitude Advisors, LLC 330.16%0.25%0.36%Q1 2023Q3 20233
Alpha Cubed Investments, LLC 210.01%0.02%0.02%Q1 2022Q2 20233
Great Lakes Retirement, Inc. 330.85%1.01%1.29%Q1 2023Q3 20233
Trivant Custom Portfolio Group, LLC 330.25%0.29%0.35%Q1 2023Q3 20233
Ruggie Capital Group 330.01%0.03%0.06%Q2 2018Q4 20183
Focused Wealth Management, Inc 330.00%0.00%0.00%Q1 2023Q3 20233
Legacy Capital Group California, Inc. 331.71%1.82%2.00%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.09%0.13%0.16%Q1 2023Q3 20233
PCA Investment Advisory Services Inc. 330.27%0.29%0.31%Q1 2023Q3 20233
ONE PLUS ONE WEALTH MANAGEMENT, LLC 330.20%0.47%1.01%Q2 2022Q4 20223
S.C. Financial Services, Inc. 330.33%0.33%0.34%Q4 2021Q2 20223
ROMANO BROTHERS AND COMPANY 210.02%0.03%0.03%Q4 2022Q3 20233
Pinnacle Private Wealth, LLC 330.09%0.13%0.16%Q4 2021Q2 20223
WC Walker & Associates, Inc. 330.10%0.28%0.37%Q4 2021Q2 20223
WCG Wealth Advisors LLC 330.62%0.89%1.08%Q1 2023Q3 20233
Headlands Technologies LLC 330.11%0.22%0.41%Q4 2022Q2 20233
Kovitz Investment Group Partners, LLC 330.08%0.08%0.09%Q1 2023Q3 20233
Emerald Advisors, LLC 330.09%0.09%0.10%Q1 2023Q3 20233
WADE G W & INC 330.01%0.01%0.01%Q1 2023Q3 20233
Epic Trust Investment Advisors, LLC 210.31%0.56%0.85%Q4 2021Q3 20233
CWA Asset Management Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
HORIZON BANCORP INC /IN/ 210.01%0.03%0.07%Q4 2022Q3 20233
Paragon Advisors, LLC 330.26%3.52%5.67%Q4 2019Q2 20203
SIENA CAPITAL LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Financial Gravity Asset Management, Inc. 330.00%0.01%0.01%Q3 2019Q1 20203
Carnegie Capital Asset Management, LLC 330.22%0.26%0.29%Q1 2023Q3 20233
Collaborative Wealth Managment Inc. 110.41%0.48%0.54%Q1 2021Q2 20223
Vantage Investment Advisors, LLC 330.08%0.13%0.17%Q1 2018Q3 20183
Stonehearth Capital Management, LLC 330.17%0.19%0.21%Q1 2019Q3 20193
Lifeworks Advisors, LLC 330.35%0.54%0.92%Q1 2023Q3 20233
D. SCOTT NEAL, INC. 330.14%0.15%0.16%Q3 2018Q1 20193
Personal Capital Advisors Corp 210.00%0.00%0.00%Q4 2021Q4 20223
Lavaca Capital LLC 330.05%0.10%0.14%Q1 2023Q3 20233
Schrum Private Wealth Management LLC 330.90%1.11%1.35%Q1 2023Q3 20233
AllSquare Wealth Management LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Scarborough Advisors, LLC 330.70%0.72%0.75%Q1 2023Q3 20233
Michael S. Ryan, Inc. 336.36%6.66%6.83%Q2 2023Q4 20233
BKS ADVISORS, LLC 330.08%1.16%1.82%Q3 2018Q1 20193
DAIDO LIFE INSURANCE CO 211.87%2.84%4.42%Q1 2020Q3 20233
Strategic Financial Concepts, LLC 330.12%0.65%1.30%Q1 2023Q3 20233
GSA CAPITAL PARTNERS LLP 330.05%0.06%0.06%Q2 2021Q4 20213
ICA Group Wealth Management, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
Authentikos Wealth Advisory, LLC 335.56%6.51%7.94%Q1 2023Q3 20233
THOROUGHBRED FINANCIAL SERVICES, LLC 110.03%0.47%0.73%Q4 2018Q2 20233
IEQ CAPITAL, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
LGT Financial Advisors LLC 210.94%1.83%3.56%Q4 2022Q3 20233
Clarkston Capital Partners, LLC 210.00%0.00%0.00%Q2 2021Q1 20223
Destiny Capital Corp/CO 330.61%0.61%0.62%Q4 2022Q2 20233
BIP Wealth, LLC 330.16%0.18%0.20%Q1 2023Q3 20233
Retirement Planning Co of New England, Inc. 210.02%0.10%0.14%Q4 2021Q2 20233
Apriem Advisors 330.85%0.89%0.92%Q1 2023Q3 20233
COURIER CAPITAL LLC 210.02%0.25%0.40%Q4 2020Q3 20233
TFB Advisors LLC 210.14%0.20%0.28%Q4 2022Q3 20233
Nalls Sherbakoff Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BlackRock Institutional Trust Company, N.A. 210.00%0.00%0.00%Q2 2013Q1 20143
Aristides Capital LLC 330.54%0.62%0.69%Q4 2021Q2 20223
Leucadia National 330.01%0.01%0.01%Q4 2022Q2 20233
OLD MISSION CAPITAL LLC 210.01%0.04%0.08%Q3 2020Q3 20223
Cornerstone Planning Group LLC 210.04%0.16%0.22%Q4 2022Q3 20233
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.01%Q4 2021Q4 20223
Strategic Wealth Partners Group, LLC 330.06%0.07%0.07%Q2 2020Q4 20203
Gunma Bank,Ltd. 210.64%1.74%2.34%Q1 2021Q1 20233
Mitsubishi UFJ Asset Management (UK) Ltd. 225.79%5.85%5.90%Q3 2020Q4 20202
New England Capital Financial Advisors LLC 220.06%0.06%0.06%Q4 2022Q1 20232
Sandy Cove Advisors, LLC 220.07%0.07%0.08%Q4 2021Q1 20222
Leicht Financial Planning & Wealth Management, Inc. 220.47%4.21%7.95%Q4 2019Q1 20202
Ironwood Wealth Management, LLC. 220.01%0.01%0.02%Q2 2019Q3 20192
Surevest, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Blueprint Investment Partners LLC 220.03%0.16%0.29%Q2 2022Q3 20222
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 222.26%6.05%9.84%Q3 2022Q4 20222
Mach-1 Financial Group, LLC 220.09%0.11%0.13%Q2 2023Q3 20232
Annapolis Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Axiom Investment Management LLC 220.03%0.03%0.03%Q1 2019Q2 20192
Element Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Lunt Capital Management, Inc. 221.44%1.44%1.45%Q2 2023Q3 20232
1900 WEALTH MANAGEMENT LLC 220.04%0.35%0.65%Q2 2023Q3 20232
Key Client Fiduciary Advisors, LLC 220.13%0.16%0.18%Q2 2023Q3 20232
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Private Portfolio Partners LLC 222.66%2.74%2.82%Q3 2022Q4 20222
AMERICAN INTERNATIONAL GROUP, INC. 220.00%0.00%0.00%Q4 2015Q1 20162
Stuart Chaussee & Associates, Inc. 2231.07%31.10%31.14%Q2 2018Q3 20182
TSFG, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SG Americas Securities, LLC 110.00%0.01%0.02%Q2 2017Q4 20172
Trek Financial, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Kingdom Financial Group LLC. 220.52%0.60%0.67%Q2 2023Q3 20232
Slagle Financial, LLC 220.73%0.73%0.73%Q2 2023Q3 20232
VisionPoint Advisory Group, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
MEEDER ASSET MANAGEMENT INC 220.00%0.01%0.01%Q4 2020Q1 20212
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MAI Capital Management 220.01%0.01%0.01%Q2 2023Q3 20232
Cerity Partners LLC 220.02%0.02%0.02%Q2 2023Q3 20232
PANORAMIC INVESTMENT ADVISORS, LLC 116.75%7.46%8.18%Q4 2022Q3 20232
Resurgent Financial Advisors LLC 220.03%0.24%0.44%Q2 2023Q3 20232
Field & Main Bank 220.01%0.01%0.01%Q4 2022Q1 20232
HHM Wealth Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 220.00%0.00%0.00%Q4 2022Q1 20232
LAKE STREET ADVISORS GROUP, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
WEDBUSH SECURITIES INC 220.01%0.01%0.01%Q4 2021Q1 20222
Golden State Equity Partners 220.43%0.47%0.52%Q2 2023Q3 20232
Goodwin Investment Advisory 220.04%0.04%0.04%Q2 2022Q3 20222
SteelPeak Wealth, LLC 110.25%1.39%2.53%Q4 2020Q4 20222
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20232
One Capital Management, LLC 220.07%0.11%0.16%Q2 2023Q3 20232
SageView Advisory Group, LLC 220.08%0.09%0.10%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.24%0.25%0.26%Q2 2023Q3 20232
Eudaimonia Partners, LLC 220.03%0.03%0.03%Q4 2020Q1 20212
Pallas Capital Advisors LLC 220.39%0.55%0.72%Q2 2023Q3 20232
CITIZENS FINANCIAL GROUP INC/RI 220.00%0.00%0.00%Q1 2020Q2 20202
Corundum Group, Inc. 110.21%0.33%0.45%Q4 2021Q4 20222
Auour Investments LLC 2215.91%16.42%16.93%Q2 2023Q3 20232
OneAscent Financial Services LLC 110.09%0.12%0.15%Q2 2020Q4 20222
NORTHWEST INVESTMENT COUNSELORS, LLC 220.14%0.14%0.14%Q2 2023Q3 20232
MCIA Inc 220.25%0.26%0.27%Q1 2020Q2 20202
Financial Planners of Cleveland, Inc. 226.46%7.97%9.49%Q4 2021Q1 20222
Ledyard National Bank 220.00%0.00%0.00%Q3 2018Q4 20182
Sanctuary Wealth Management, L.L.C. 220.00%0.00%0.00%Q2 2023Q3 20232
Alaska Wealth Advisors 220.31%0.32%0.33%Q2 2023Q3 20232
Legacy Capital Wealth Partners, LLC 110.29%0.30%0.32%Q1 2023Q3 20232
Beaird Harris Wealth Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Bangor Savings Bank 220.00%0.00%0.00%Q2 2022Q3 20222
Relyea Zuckerberg Hanson LLC 220.07%0.07%0.07%Q2 2023Q3 20232
Regal Investment Advisors LLC 220.16%0.19%0.22%Q3 2018Q4 20182
RCS Financial Planning, LLC 110.30%0.32%0.33%Q4 2022Q3 20232
Crabel Capital Management, LLC 110.06%0.09%0.12%Q4 2021Q2 20232
Squarepoint Ops LLC 110.00%0.00%0.01%Q1 2022Q1 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.17%0.19%0.21%Q4 2021Q1 20222
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 220.00%0.14%0.29%Q2 2023Q3 20232
Beacon Capital Management, Inc. 220.46%0.47%0.49%Q3 2022Q4 20222
WFG Advisors, LP 220.00%0.01%0.01%Q2 2013Q3 20132
KINGS POINT CAPITAL MANAGEMENT 220.02%0.03%0.04%Q4 2021Q1 20222
First Trust Direct Indexing L.P. 220.14%0.14%0.14%Q2 2023Q3 20232
McGinn Penninger Investment Management, Inc. 221.84%2.10%2.36%Q1 2021Q2 20212
Modera Wealth Management, LLC 220.10%0.10%0.10%Q2 2023Q3 20232
Axim Planning & Wealth 220.05%0.05%0.06%Q2 2022Q3 20222
Jupiter Wealth Management LLC 221.12%1.36%1.59%Q3 2019Q4 20192
MGO Private Wealth, LLC 220.81%2.60%4.40%Q3 2022Q4 20222
Ford Financial Group, LLC 221.35%1.40%1.46%Q3 2022Q4 20222
Tidal Investments LLC 110.37%0.45%0.52%Q4 2021Q2 20232
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q4 2021Q3 20232
Fortitude Advisory Group L.L.C. 220.07%0.07%0.07%Q4 2021Q1 20222
Williams Jones Wealth Management, LLC. 220.00%0.00%0.00%Q4 2021Q1 20222
KESTRA PRIVATE WEALTH SERVICES, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
JT Stratford LLC 110.08%0.09%0.09%Q4 2020Q3 20222
Presidio Capital Management, LLC 220.19%0.20%0.20%Q4 2021Q1 20222
Mission Creek Capital Partners, Inc. 220.15%0.15%0.16%Q2 2023Q3 20232
ONE Advisory Partners, LLC 110.14%0.16%0.17%Q2 2020Q4 20202
Kingsbury Capital Investment Advisors LLC 220.68%0.69%0.71%Q1 2022Q2 20222
PAX Financial Group, LLC 220.16%0.16%0.16%Q2 2023Q3 20232
Econ Financial Services Corp 220.27%3.30%6.33%Q2 2023Q3 20232
Asset Planning Services, Ltd. 220.66%0.81%0.96%Q3 2021Q4 20212
Atlantic Private Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
JOURNEY STRATEGIC WEALTH LLC 220.02%0.02%0.02%Q2 2023Q3 20232
ARMSTRONG ADVISORY GROUP, INC 221.09%1.80%2.50%Q2 2023Q3 20232
Cordasco Financial Network 220.00%0.00%0.00%Q3 2019Q4 20192
Manchester Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Iron Horse Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Northwest Capital Management Inc 220.11%0.28%0.45%Q2 2023Q3 20232
CULBERTSON A N & CO INC 220.05%0.05%0.06%Q3 2022Q4 20222
GUYASUTA INVESTMENT ADVISORS INC 110.01%0.01%0.02%Q1 2022Q2 20232
Cardan Capital Partners, LLC 220.07%0.07%0.07%Q2 2021Q3 20212
CapWealth Advisors, LLC 220.03%0.03%0.03%Q3 2020Q4 20202
Financial Strategies Group, Inc. 220.31%0.36%0.42%Q4 2019Q1 20202
Verdence Capital Advisors LLC 220.03%0.05%0.07%Q2 2023Q3 20232
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Tyler-Stone Wealth Management 220.01%0.01%0.01%Q2 2023Q3 20232
WINTRUST INVESTMENTS LLC 220.04%0.06%0.08%Q2 2022Q3 20222
GRAND WEALTH MANAGEMENT, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
SUNTRUST BANKS INC 220.01%0.01%0.01%Q2 2019Q3 20192
Charter Oak Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Glass Jacobson Investment Advisors llc 220.01%0.01%0.01%Q2 2023Q3 20232
Biltmore Capital Advisors LLC 110.04%0.05%0.07%Q4 2020Q3 20212
TimeScale Financial, Inc. 220.52%0.64%0.77%Q1 2023Q2 20232
Values Added Financial LLC 222.87%2.95%3.04%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
High Falls Advisors, Inc 220.06%0.06%0.06%Q4 2021Q1 20222
Impact Partnership Wealth, LLC 220.02%0.04%0.05%Q2 2023Q3 20232
Align Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Morningstar Investment Services LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Wilson & Boucher Capital Management, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Quantbot Technologies LP 110.00%0.00%0.00%Q4 2021Q4 20211
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Ellevest, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Kure Advisory, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q3 2023Q3 20231
Masso Torrence Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
CORBETT ROAD CAPITAL MANAGEMENT, LLC 111.50%1.50%1.50%Q1 2020Q1 20201
Financial Sense Advisors, Inc. 110.17%0.17%0.17%Q3 2018Q3 20181
Strategic Financial Services, Inc, 110.02%0.02%0.02%Q4 2021Q4 20211
Transform Wealth, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Karp Capital Management Corp 110.03%0.03%0.03%Q2 2021Q2 20211
Eagle Ridge Investment Management 110.17%0.17%0.17%Q4 2022Q4 20221
TruWealth Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Second Half Financial Partners, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
CBIZ Investment Advisory Services, LLC 110.23%0.23%0.23%Q4 2019Q4 20191
FOUNDERS FINANCIAL SECURITIES LLC 110.06%0.06%0.06%Q4 2022Q4 20221
NORRIS PERNE & FRENCH LLP/MI 110.03%0.03%0.03%Q4 2019Q4 20191
Northstar Advisory Group, LLC 117.96%7.96%7.96%Q3 2021Q3 20211
Main Line Retirement Advisors, LLC 110.27%0.27%0.27%Q2 2023Q2 20231
LOCKERMAN FINANCIAL GROUP, INC. 110.88%0.88%0.88%Q4 2021Q4 20211
GREENUP STREET WEALTH MANAGEMENT LLC 110.19%0.19%0.19%Q3 2023Q3 20231
WELCH CAPITAL PARTNERS LLC/NY 110.21%0.21%0.21%Q3 2023Q3 20231
Semmax Financial Advisors Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q3 2021Q3 20211
ISLAY CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Visionary Asset Management, Inc. 110.36%0.36%0.36%Q3 2018Q3 20181
Plan Group Financial, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Sullivan, Bruyette, Speros & Blaney, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Fulcrum Capital LLC 110.18%0.18%0.18%Q3 2021Q3 20211
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2022Q2 20221
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Oder Investment Management, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q4 2021Q4 20211
Stone House Investment Management, LLC 110.14%0.14%0.14%Q3 2019Q3 20191
Atlas Private Wealth Advisors 110.10%0.10%0.10%Q3 2023Q3 20231
Koesten, Hirschmann & Crabtree, INC. 110.03%0.03%0.03%Q1 2023Q1 20231
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
NORTH STAR ASSET MANAGEMENT INC 110.07%0.07%0.07%Q3 2023Q3 20231
SILVERLAKE WEALTH MANAGEMENT LLC 110.13%0.13%0.13%Q3 2023Q3 20231
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Redwood Investment Management, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
XR Securities LLC 112.10%2.10%2.10%Q4 2017Q4 20171
PIN OAK INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2022Q2 20221
Core Wealth Advisors, Inc. 115.65%5.65%5.65%Q1 2023Q1 20231
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Liquid Strategies, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Pension Partners, LLC 119.05%9.05%9.05%Q3 2018Q3 20181
HCR Wealth Advisors 110.00%0.00%0.00%Q4 2020Q4 20201
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q2 2019Q2 20191
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AIRE ADVISORS, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Altman Advisors, Inc. 111.91%1.91%1.91%Q4 2022Q4 20221
Charles Schwab Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
PATHSTONE FAMILY OFFICE, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q2 2017Q2 20171
Stratos Investment Management, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Financial Insights, Inc. 113.15%3.15%3.15%Q3 2023Q3 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Coppell Advisory Solutions LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Advisors Preferred, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
AlphaMark Advisors, LLC 110.31%0.31%0.31%Q3 2023Q3 20231
Virtu Financial LLC 110.02%0.02%0.02%Q2 2018Q2 20181
RWA WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Aaron Wealth Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CarsonAllaria Wealth Management, Ltd. 110.01%0.01%0.01%Q4 2021Q4 20211
Urban Wealth Management, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
PVG ASSET MANAGEMENT CORP 115.24%5.24%5.24%Q3 2021Q3 20211
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Morton Brown Family Wealth, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
SOL Capital Management CO 111.18%1.18%1.18%Q3 2023Q3 20231
Centric Wealth Management 110.17%0.17%0.17%Q2 2023Q2 20231
Advisors Capital Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Valley Brook Capital Group, Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
UNITED SERVICES AUTOMOBILE ASSOCIATION 110.00%0.00%0.00%Q2 2019Q2 20191
Hemenway Trust Co LLC 110.20%0.20%0.20%Q3 2023Q3 20231
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q3 2023Q3 20231
Shore Point Advisors, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
KICKSTAND VENTURES, LLC. 112.99%2.99%2.99%Q3 2023Q3 20231
BluePath Capital Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Van Hulzen Asset Management, LLC 110.10%0.10%0.10%Q3 2019Q3 20191
Tower View Wealth Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Fusion Capital, LLC 110.22%0.22%0.22%Q4 2019Q4 20191
NATIXIS ADVISORS, L.P. 110.00%0.00%0.00%Q3 2023Q3 20231
Next Level Private LLC 110.16%0.16%0.16%Q2 2022Q2 20221
Blue Sky Asset Management, LLC 110.33%0.33%0.33%Q4 2019Q4 20191
Virtu KCG Holdings LLC 110.02%0.02%0.02%Q1 2017Q1 20171
HighVista Strategies LLC 110.60%0.60%0.60%Q4 2019Q4 20191
Moran Wealth Management, LLC 114.22%4.22%4.22%Q4 2022Q4 20221
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
HM PAYSON & CO 110.00%0.00%0.00%Q1 2022Q1 20221
First Personal Financial Services 110.01%0.01%0.01%Q1 2023Q1 20231
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
KCS Wealth Advisory 110.17%0.17%0.17%Q1 2022Q1 20221
ACT Advisors, LLC. 111.85%1.85%1.85%Q3 2023Q3 20231
Oakworth Capital, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
Invesco Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Prairie Sky Financial Group LLC 116.78%6.78%6.78%Q3 2023Q3 20231
Defender Capital, LLC. 110.20%0.20%0.20%Q3 2023Q3 20231
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SIMON QUICK ADVISORS, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
REILLY FINANCIAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
St. Johns Investment Management Company, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
Camarda Financial Advisors, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Parkside Financial Bank & Trust 110.04%0.04%0.04%Q1 2023Q1 20231
Financial Consulate Inc. 110.78%0.78%0.78%Q2 2021Q2 20211
Main Street Financial Solutions, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Financial Security Advisor, Inc. 111.42%1.42%1.42%Q3 2023Q3 20231
BROWN WEALTH MANAGEMENT, LLC 110.18%0.18%0.18%Q2 2023Q2 20231
STABLEFORD CAPITAL II LLC 110.96%0.96%0.96%Q1 2023Q1 20231
Indiana Trust & Investment Management CO 110.05%0.05%0.05%Q3 2023Q3 20231
THEORY FINANCIAL LLC 111.67%1.67%1.67%Q3 2023Q3 20231
Kerntke Otto McGlone Wealth Management Group 110.02%0.02%0.02%Q4 2022Q4 20221
Commonwealth Financial Services, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
DAVIS R M INC 110.01%0.01%0.01%Q3 2021Q3 20211
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ACUTE INVESTMENT ADVISORY, LLC 114.03%4.03%4.03%Q4 2021Q4 20211
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Heritage Wealth Advisors 110.00%0.00%0.00%Q1 2023Q1 20231
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WestHill Financial Advisors, Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Renasant Bank 111.02%1.02%1.02%Q4 2022Q4 20221
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Bayesian Capital Management, LP 110.03%0.03%0.03%Q4 2022Q4 20221
HARBOR ADVISORY CORP /MA/ 110.07%0.07%0.07%Q2 2023Q2 20231
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q4 2022Q4 20221
National Wealth Management Group, LLC 111.92%1.92%1.92%Q3 2023Q3 20231
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Anfield Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
LVW Advisors, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Weatherstone Capital Management 110.18%0.18%0.18%Q4 2018Q4 20181
Nauset Wealth Management. LLC 110.00%0.00%0.00%Q1 2022Q1 20221
AlphaCore Capital LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Firestone Capital Management 110.00%0.00%0.00%Q4 2019Q4 20191
Sage Financial Management Group, Inc. 110.08%0.08%0.08%Q1 2021Q1 20211
Menard Financial Group LLC 113.52%3.52%3.52%Q4 2019Q4 20191
AQR Capital Management 110.00%0.00%0.00%Q3 2023Q3 20231
HOWARD WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Carmichael Hill & Associates, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Horizon Investments, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BUCKINGHAM STRATEGIC WEALTH, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Fortis Group Advisors, LLC 110.37%0.37%0.37%Q3 2020Q3 20201
Summit Financial Strategies, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
Cobblestone Asset Management LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Almanack Investment Partners, LLC. 110.09%0.09%0.09%Q4 2021Q4 20211
USA FINANCIAL FORMULAS 110.02%0.02%0.02%Q4 2021Q4 20211
Ackerman Capital Advisors, LLC 110.23%0.23%0.23%Q4 2019Q4 20191
PROFFITT & GOODSON INC 110.01%0.01%0.01%Q4 2018Q4 20181
Winthrop Advisory Group LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Global Financial Private Capital, Inc 111.65%1.65%1.65%Q2 2020Q2 20201
Allegis Investment Advisors, LLC 110.07%0.07%0.07%Q1 2018Q1 20181
ABSOLUTE CAPITAL MANAGEMENT, LLC 114.51%4.51%4.51%Q3 2023Q3 20231
DESTINY CAPITAL SECURITIES CORPORATION 110.61%0.61%0.61%Q3 2023Q3 20231
Key Bridge Compliance, LLC 114.17%4.17%4.17%Q3 2023Q3 20231
Mid-American Wealth Advisory Group, Inc. 110.57%0.57%0.57%Q2 2023Q2 20231
External links

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