SSGA ACTIVE ETF TR shareholder history

Current and past SSGA ACTIVE ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 42420.01%0.23%0.72%Q2 2013Q3 202342
Gradient Investments LLC 42420.01%0.84%2.81%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.02%0.05%0.22%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.05%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.02%0.09%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.02%0.05%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 41410.00%0.01%0.04%Q3 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 41410.00%0.00%0.01%Q3 2013Q3 202341
HighTower Advisors, LLC 41410.00%0.03%0.14%Q3 2013Q3 202341
COURIER CAPITAL LLC 41410.05%0.16%0.34%Q3 2013Q3 202341
B. Riley Wealth Advisors, Inc. 41410.01%0.20%0.65%Q3 2013Q3 202341
GUGGENHEIM CAPITAL LLC 40400.00%0.11%0.50%Q4 2013Q3 202340
Tortoise Investment Management, LLC 40400.05%0.42%1.66%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.01%0.03%0.05%Q1 2014Q3 202339
Brinker Capital Investments, LLC 39390.04%0.39%1.04%Q2 2013Q4 202239
OPPENHEIMER & CO INC 3090.01%0.05%0.13%Q2 2013Q3 202339
CITIGROUP INC 3520.00%0.00%0.00%Q2 2013Q3 202339
BANK OF MONTREAL /CAN/ 3520.00%0.00%0.01%Q3 2013Q3 202339
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.00%Q3 2013Q3 202338
Neuberger Berman Group LLC 37370.00%0.01%0.04%Q3 2014Q3 202337
STATE STREET CORP 37370.00%0.00%0.01%Q3 2014Q3 202337
AMERIPRISE FINANCIAL INC 2930.00%0.00%0.01%Q2 2013Q3 202337
WELLINGTON MANAGEMENT GROUP LLP 2420.00%0.01%0.02%Q2 2013Q3 202336
Freedom Investment Management, Inc. 3410.02%0.23%0.68%Q2 2014Q3 202336
Canal Capital Management, LLC 36360.22%0.72%1.28%Q4 2014Q3 202336
UBS Group AG 36360.01%0.02%0.06%Q4 2014Q3 202336
FC Advisory LLC 36361.88%2.28%2.69%Q1 2015Q4 202336
SEI INVESTMENTS CO 36360.00%0.00%0.01%Q4 2014Q3 202336
Transamerica Financial Advisors, Inc. 2310.00%0.25%1.19%Q4 2013Q3 202335
Advisors Asset Management, Inc. 34340.00%0.00%0.01%Q2 2015Q3 202334
IndexIQ Advisors LLC 33330.02%1.22%4.78%Q1 2014Q1 202233
GRIMES & COMPANY, INC. 33330.03%1.27%5.96%Q3 2015Q3 202333
Kovack Advisors, Inc. 33330.04%0.41%1.15%Q3 2015Q3 202333
Private Advisor Group, LLC 32320.01%0.12%0.39%Q4 2015Q3 202332
Advisory Services Network, LLC 1320.00%0.03%0.07%Q4 2014Q3 202332
NewSquare Capital LLC 22100.00%2.10%7.96%Q2 2013Q3 202332
BAILARD, INC. 1670.01%0.14%0.54%Q1 2014Q1 202332
WEDBUSH SECURITIES INC 1530.02%0.09%0.22%Q1 2015Q3 202332
Hillsdale Investment Management Inc. 31310.03%0.23%0.80%Q1 2016Q3 202331
Raymond James Financial Services Advisors, Inc. 2290.00%0.02%0.04%Q4 2015Q3 202331
IFP Advisors, Inc 17140.00%0.03%0.11%Q4 2015Q3 202331
RAYMOND JAMES & ASSOCIATES 3010.00%0.02%0.07%Q4 2015Q3 202331
AE Wealth Management LLC 28280.00%0.15%0.77%Q4 2016Q3 202330
NOTTINGHAM ADVISORS, INC. 30300.19%1.80%3.01%Q2 2016Q3 202330
Community Bank, N.A. 30300.01%0.28%0.63%Q2 2016Q3 202330
Geneos Wealth Management Inc. 29290.01%0.03%0.06%Q3 2016Q3 202329
AEGON USA Investment Management, LLC 1330.16%0.70%1.49%Q3 2015Q3 202329
GOLDMAN SACHS GROUP INC 2510.00%0.04%0.17%Q2 2013Q3 202329
CULLEN/FROST BANKERS, INC. 19100.00%0.02%0.10%Q2 2016Q3 202329
CWM, LLC 1910.00%0.01%0.03%Q1 2016Q3 202328
DEUTSCHE BANK AG\ 1360.00%0.01%0.02%Q3 2013Q3 202328
AllSquare Wealth Management LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
Stratos Wealth Partners, LTD. 28280.01%0.18%0.61%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.01%0.08%0.22%Q4 2016Q3 202328
Edmonds Duncan Registered Investment Advisors, LLC 28280.17%2.64%4.30%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 16110.00%0.09%0.37%Q4 2016Q3 202327
Cambridge Investment Research Advisors, Inc. 27270.01%0.03%0.10%Q1 2017Q3 202327
COUNTRY TRUST BANK 27270.01%0.60%1.23%Q2 2017Q4 202327
BARCLAYS PLC 1030.00%0.00%0.03%Q2 2013Q2 202327
Global Retirement Partners, LLC 2070.08%0.30%0.70%Q4 2016Q3 202327
Capital Analysts, LLC 27270.00%0.47%1.31%Q1 2017Q3 202327
Astor Investment Management LLC 2430.01%2.66%7.98%Q1 2014Q3 202227
FMR LLC 1310.00%0.00%0.00%Q4 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.07%Q2 2013Q4 201927
Greenwich Wealth Management LLC 1250.03%0.11%0.28%Q2 2013Q3 202327
SHEETS SMITH WEALTH MANAGEMENT 1880.05%0.12%0.26%Q3 2015Q1 202326
KINGS POINT CAPITAL MANAGEMENT 26260.07%0.41%0.74%Q4 2015Q1 202226
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1510.00%0.00%0.00%Q1 2014Q3 202326
RPg Family Wealth Advisory, LLC 16100.18%0.98%2.88%Q1 2017Q3 202326
Janney Montgomery Scott LLC 14120.00%0.05%0.13%Q1 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.02%0.04%Q2 2017Q3 202326
US BANCORP \DE\ 13120.00%0.02%0.14%Q3 2016Q3 202325
Money Design Co.,Ltd. 25250.51%2.10%3.96%Q3 2017Q3 202325
Steward Partners Investment Advisory, LLC 25250.03%0.07%0.12%Q3 2017Q3 202325
Koshinski Asset Management, Inc. 1320.14%0.33%0.56%Q1 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.03%Q4 2017Q3 202324
VISTA INVESTMENT MANAGEMENT 24240.91%1.78%2.15%Q4 2017Q3 202324
WEBSTER BANK, N. A. 24240.01%0.14%0.40%Q4 2017Q3 202324
Mirae Asset Global Investments Co., Ltd. 24240.00%0.02%0.04%Q4 2017Q3 202324
PARSONS CAPITAL MANAGEMENT INC/RI 24240.03%0.09%0.20%Q4 2017Q3 202324
PRIVATE TRUST CO NA 1210.01%0.11%0.29%Q3 2014Q3 202324
BESSEMER GROUP INC 1030.00%0.00%0.01%Q1 2014Q3 202224
CREDIT SUISSE AG/ 1110.00%0.01%0.03%Q2 2013Q3 202324
D.A. DAVIDSON & CO. 1810.00%0.02%0.05%Q3 2014Q3 202324
State of Tennessee, Treasury Department 24240.01%0.28%0.86%Q4 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 1210.00%0.00%0.00%Q1 2016Q3 202324
AdvisorNet Financial, Inc 24240.00%0.26%0.52%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.00%0.19%0.51%Q4 2017Q3 202324
Kingsview Wealth Management, LLC 1160.03%0.18%0.35%Q1 2017Q3 202323
Simplicity Solutions, LLC 630.00%0.18%0.55%Q2 2015Q1 202323
Citadel Advisors 610.00%0.00%0.01%Q3 2014Q3 202323
Kalos Management, Inc. 1130.10%0.18%0.32%Q4 2015Q4 202123
BLAIR WILLIAM & CO/IL 23230.00%0.01%0.13%Q1 2018Q3 202323
MCF Advisors LLC 1510.02%0.88%2.59%Q1 2017Q3 202323
CALTON & ASSOCIATES, INC. 23230.59%1.38%2.36%Q4 2017Q2 202323
ASSETMARK, INC 2120.00%0.04%0.11%Q4 2016Q3 202323
OPPENHEIMER ASSET MANAGEMENT INC. 23230.16%0.25%0.36%Q1 2018Q3 202323
Winslow, Evans & Crocker, Inc. 23230.01%0.02%0.03%Q2 2015Q4 202023
AVIANCE CAPITAL MANAGEMENT, LLC 1570.67%1.36%2.16%Q3 2013Q1 201922
JNBA Financial Advisors 2020.00%0.00%0.00%Q1 2018Q3 202322
SPINNAKER TRUST 1390.05%1.17%1.52%Q4 2015Q3 202222
JANE STREET GROUP, LLC 410.00%0.02%0.06%Q1 2014Q3 202322
Jacobi Capital Management LLC 22220.01%0.02%0.03%Q2 2016Q3 202122
ARCADIA INVESTMENT MANAGEMENT CORP/MI 22220.01%0.05%0.08%Q2 2018Q3 202322
AlphaStar Capital Management, LLC 1840.04%0.34%1.02%Q1 2018Q3 202322
BENJAMIN F. EDWARDS & COMPANY, INC. 1440.00%0.01%0.03%Q3 2013Q1 202322
Dakota Wealth Management 22220.12%0.32%0.57%Q2 2018Q3 202322
CONNING INC. 22220.85%1.89%2.87%Q2 2018Q3 202322
Integrated Wealth Concepts LLC 11110.01%0.39%1.17%Q4 2017Q3 202322
CREATIVE FINANCIAL DESIGNS INC /ADV 1380.01%0.04%0.14%Q1 2017Q3 202321
Covington Capital Management 21210.01%0.06%0.42%Q3 2017Q3 202221
Ford Financial Group, LLC 21210.21%1.21%4.26%Q4 2017Q4 202221
INTERACTIVE FINANCIAL ADVISORS, INC. 710.03%0.21%0.61%Q2 2014Q4 202121
StrategIQ Financial Group, LLC 21210.11%0.31%0.54%Q3 2018Q3 202321
USCA RIA LLC 21210.04%0.10%0.12%Q2 2016Q2 202121
USAdvisors Wealth Management, LLC 11100.30%2.96%7.28%Q4 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.09%0.19%Q3 2018Q3 202321
REGIONS FINANCIAL CORP 21210.01%0.01%0.02%Q1 2016Q1 202121
Blue Fin Capital, Inc. 20200.11%0.21%0.47%Q4 2018Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.01%0.08%0.25%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.47%1.14%Q1 2018Q3 202320
Windham Capital Management, LLC 1370.28%2.19%6.86%Q3 2018Q3 202320
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1280.00%0.00%0.01%Q4 2015Q3 202320
Baker Avenue Asset Management, LP 1190.03%0.16%0.52%Q3 2017Q3 202320
Rockefeller Capital Management L.P. 20200.00%0.02%0.04%Q4 2018Q3 202320
Financial Advocates Investment Management 1450.03%0.12%0.26%Q4 2017Q1 202319
PFS INVESTMENTS INC. 1270.13%0.73%1.50%Q4 2017Q2 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
LEVEL FOUR ADVISORY SERVICES, LLC 19190.02%0.05%0.18%Q4 2016Q2 202119
Miracle Mile Advisors, LLC 1270.02%0.09%0.19%Q3 2016Q1 202319
Vista Private Wealth Partners. LLC 19190.16%0.39%0.66%Q4 2018Q2 202319
TSFG, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
Wealthcare Advisory Partners LLC 1110.00%0.03%0.14%Q3 2017Q3 202319
HARBOR ADVISORY CORP /MA/ 1180.28%2.45%3.99%Q1 2018Q3 202319
DFPG INVESTMENTS, LLC 19190.03%0.32%0.90%Q4 2018Q2 202319
Baird Financial Group, Inc. 1450.00%0.01%0.02%Q2 2018Q3 202319
Ausdal Financial Partners, Inc. 1270.04%0.13%0.21%Q4 2015Q3 202319
Allworth Financial LP 1110.00%0.32%1.40%Q3 2017Q3 202319
FLOW TRADERS U.S. LLC 310.00%0.18%0.62%Q2 2016Q3 202318
Bank of New York Mellon Corp 1310.00%0.01%0.01%Q4 2017Q3 202318
CENTAURUS FINANCIAL, INC. 1170.03%0.16%0.68%Q1 2018Q3 202318
FDx Advisors, Inc. 1170.01%0.18%0.62%Q4 2016Q1 202218
MERCER GLOBAL ADVISORS INC /ADV 18180.00%0.12%0.55%Q2 2019Q3 202318
MILLENNIUM MANAGEMENT LLC 710.00%0.00%0.01%Q2 2016Q3 202318
American Portfolios Advisors 740.00%0.07%0.34%Q4 2017Q3 202218
Atria Investments, Inc 910.01%0.10%0.28%Q1 2017Q3 202318
Advocacy Wealth Management Services, LLC 1230.01%0.43%2.67%Q4 2015Q3 202218
Peachtree Investment Advisors, Inc. 18180.10%0.40%0.54%Q3 2014Q4 201818
Arete Wealth Advisors, LLC 1160.00%0.27%1.19%Q2 2018Q3 202317
M&R CAPITAL MANAGEMENT INC 17170.00%0.01%0.01%Q1 2018Q1 202217
Renaissance Technologies 430.00%0.02%0.05%Q4 2017Q3 202317
Carroll Financial Associates, Inc. 1160.00%0.00%0.00%Q3 2014Q4 202117
BTS Asset Management, Inc. 1070.01%1.44%12.60%Q2 2019Q3 202317
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 820.00%0.00%0.00%Q4 2016Q3 202317
NEXT Financial Group, Inc 1110.00%0.06%0.16%Q3 2014Q4 202117
WHITTIER TRUST CO 1340.00%0.01%0.02%Q4 2013Q3 202217
Windsor Capital Management, LLC 17171.29%1.75%2.01%Q3 2019Q3 202317
TRUIST FINANCIAL CORP 16160.00%0.01%0.03%Q4 2019Q3 202316
NewEdge Advisors, LLC 1510.01%0.05%0.12%Q2 2017Q3 202316
THRIVENT FINANCIAL FOR LUTHERANS 1020.00%0.05%0.18%Q3 2013Q3 202316
Cetera Advisors LLC 610.01%0.02%0.06%Q3 2018Q3 202316
Curtis Advisory Group, LLC 16160.26%0.95%2.54%Q4 2019Q3 202316
GREAT LAKES ADVISORS, LLC 16160.01%0.02%0.06%Q2 2013Q1 201716
OLD MISSION CAPITAL LLC 410.03%0.16%0.43%Q1 2017Q2 202316
WealthPLAN Partners, LLC 610.00%0.23%1.54%Q4 2015Q2 202316
Cetera Advisor Networks LLC 1010.01%0.02%0.04%Q1 2019Q3 202316
Brendel Financial Advisors LLC 1240.41%2.90%5.92%Q4 2018Q3 202316
ADVANTAGE INVESTMENT MANAGEMENT, LLC 16160.01%0.17%0.52%Q4 2015Q3 201916
Pacific Edge Advisors, LLC 16164.04%6.87%10.15%Q4 2017Q3 202116
Wagner Wealth Management, LLC 1240.18%1.35%3.30%Q4 2017Q3 202316
Stonebridge Financial Planning Group, LLC 16160.02%0.61%1.73%Q4 2019Q3 202316
Aspire Private Capital, LLC 1060.00%0.74%1.54%Q4 2018Q3 202316
RFG Advisory, LLC 1150.02%0.08%0.29%Q4 2018Q3 202316
Cetera Investment Advisers 16160.04%0.09%0.25%Q4 2019Q3 202316
Legacy Private Trust Co. 1240.03%0.72%2.38%Q4 2016Q4 202216
Regal Investment Advisors LLC 970.00%0.27%0.98%Q3 2013Q3 202316
Orion Portfolio Solutions, LLC 15150.01%0.04%0.09%Q1 2020Q3 202315
First Allied Advisory Services, Inc. 1210.01%0.03%0.06%Q3 2013Q3 202015
FEDERATED HERMES, INC. 610.01%0.07%0.17%Q1 2019Q3 202315
FIRST TRUST ADVISORS LP 810.00%0.00%0.00%Q4 2013Q3 202315
IHT Wealth Management, LLC 960.00%0.16%1.49%Q4 2016Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
Petix & Botte Co 1231.55%2.15%2.67%Q4 2019Q3 202315
EATON VANCE MANAGEMENT 15150.00%0.16%0.42%Q1 2019Q3 202215
Advisor Group, Inc. 15150.00%0.03%0.09%Q2 2016Q4 201915
Blackstone Inc. 1020.01%0.08%0.33%Q2 2013Q3 202315
BB&T SECURITIES, LLC 1320.00%0.05%0.14%Q4 2015Q3 201915
Horizon Investments, LLC 620.00%0.94%2.30%Q1 2017Q3 202315
RiverFront Investment Group, LLC 870.09%1.95%4.39%Q1 2017Q3 202315
Donoghue Forlines LLC 420.19%1.34%6.90%Q1 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.13%0.41%Q1 2020Q3 202315
EP Wealth Advisors, LLC 720.01%0.04%0.11%Q3 2015Q2 202215
Virtu KCG Holdings LLC 960.00%0.02%0.12%Q3 2013Q2 201715
Retirement Group, LLC 1410.28%0.52%0.88%Q4 2019Q3 202315
Western Wealth Management, LLC 810.04%0.24%0.46%Q4 2018Q3 202315
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 1050.13%1.84%5.19%Q4 2017Q3 202315
Laidlaw Wealth Management LLC 15150.05%0.31%0.96%Q4 2019Q2 202315
Sage Advisory Services, Ltd.Co. 770.30%2.83%5.11%Q4 2017Q1 202214
PRUDENTIAL PLC 14140.03%0.06%0.17%Q2 2020Q3 202314
Beaumont Financial Partners, LLC 770.02%0.36%0.91%Q2 2013Q1 202214
STABLEFORD CAPITAL II LLC 720.24%4.35%9.81%Q2 2018Q3 202314
Creative Planning 910.00%0.01%0.02%Q4 2014Q3 202314
HOWARD WEALTH MANAGEMENT, LLC 14140.30%1.42%2.43%Q4 2019Q1 202314
WFG Advisors, LP 14140.01%0.04%0.33%Q1 2014Q2 201714
Global Financial Private Capital, Inc 14140.07%0.49%1.57%Q1 2017Q2 202014
Jefferies Group LLC 510.00%0.03%0.10%Q4 2013Q3 202214
Commonwealth Equity Services, Inc 1040.00%0.00%0.01%Q4 2013Q3 201714
BRANDYWINE OAK PRIVATE WEALTH LLC 14140.03%0.04%0.05%Q2 2020Q3 202314
New England Investment & Retirement Group, Inc. 14140.14%3.12%5.32%Q3 2015Q4 201814
Risk Paradigm Group, LLC 14140.79%4.26%9.60%Q3 2015Q4 201814
Wealth Enhancement & Preservation of GA, LLC 14140.24%1.24%6.14%Q1 2020Q2 202314
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 950.01%0.02%0.04%Q4 2018Q2 202214
TWO SIGMA SECURITIES, LLC 610.00%0.01%0.04%Q3 2017Q3 202314
COMERICA BANK 710.00%0.01%0.02%Q3 2013Q3 202314
Qube Research & Technologies Ltd 1130.00%0.32%1.18%Q4 2019Q3 202314
Hexagon Capital Partners LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
UNITED CAPITAL FINANCIAL ADVISORS, LLC 940.00%0.01%0.05%Q2 2019Q4 202213
AGILIS PARTNERS LLC 13130.99%3.20%5.48%Q4 2014Q4 201713
Glovista Investments LLC 760.07%4.94%11.87%Q3 2018Q1 202213
Fusion Capital, LLC 13130.88%2.04%3.02%Q4 2019Q4 202213
RVW Wealth, LLC 13130.03%0.15%0.33%Q4 2020Q4 202313
J.W. COLE ADVISORS, INC. 810.03%0.05%0.09%Q4 2019Q3 202313
McNamara Financial Services, Inc. 1030.06%0.44%1.65%Q2 2015Q3 202313
BREWIN DOLPHIN LTD 13130.00%0.00%0.01%Q3 2018Q3 202113
Compass Financial Group, Inc. 13131.03%1.46%1.91%Q3 2020Q3 202313
First Horizon Advisors, Inc. 620.00%0.00%0.03%Q4 2019Q3 202313
Investors Research Corp 13130.15%0.55%0.74%Q3 2020Q3 202313
PFG Advisors 760.04%0.12%0.36%Q2 2018Q3 202313
Strategic Investment Advisors / MI 1010.05%0.50%1.11%Q4 2018Q4 202213
Shepherd Financial Partners LLC 1030.07%1.16%3.82%Q2 2018Q3 202313
Valeo Financial Advisors, LLC 13130.00%0.00%0.01%Q1 2018Q1 202113
Avior Wealth Management, LLC 1120.00%0.00%0.00%Q2 2020Q3 202313
Accuvest Global Advisors 13130.12%0.51%0.91%Q4 2015Q4 201813
Mascoma Wealth Management LLC 810.00%0.60%1.95%Q3 2018Q3 202313
GeoWealth Management, LLC 1020.05%0.65%1.41%Q4 2019Q3 202312
EXENCIAL WEALTH ADVISORS, LLC 810.01%0.09%0.25%Q4 2019Q3 202312
HBW ADVISORY SERVICES LLC 12120.08%0.20%0.34%Q4 2020Q3 202312
PRICE T ROWE ASSOCIATES INC /MD/ 12120.00%0.00%0.00%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.02%Q2 2013Q1 201612
Banco de Sabadell, S.A 1110.33%0.56%1.10%Q4 2017Q1 202112
CIBC WORLD MARKET INC. 1020.01%0.02%0.03%Q1 2015Q2 201812
CAPITAL WEALTH MANAGEMENT, LLC 12120.27%1.91%2.49%Q1 2020Q4 202212
Sightline Wealth Advisors, LLC 12120.20%3.37%9.10%Q4 2020Q3 202312
Secure Asset Management, LLC 12120.22%0.63%2.90%Q4 2020Q3 202312
Navis Wealth Advisors, LLC 12120.24%0.34%0.47%Q4 2020Q3 202312
Sowell Financial Services LLC 710.00%0.04%0.16%Q4 2018Q3 202312
Pinnacle Wealth Planning Services, Inc. 1110.19%0.43%0.82%Q4 2018Q4 202212
1900 WEALTH MANAGEMENT LLC 12120.16%0.49%0.94%Q4 2020Q3 202312
ENTERPRISE FINANCIAL SERVICES CORP 12120.04%1.36%1.64%Q1 2019Q4 202112
Parallel Advisors, LLC 1110.00%0.59%1.34%Q2 2019Q3 202312
FOUNDERS FINANCIAL SECURITIES LLC 710.07%0.17%0.40%Q2 2017Q2 202212
LOOMIS SAYLES & CO L P 620.00%0.01%0.02%Q4 2017Q3 202312
STEPHENS INC /AR/ 1110.01%0.03%0.15%Q1 2020Q3 202312
Pinnacle Advisory Group, Inc. 720.01%0.42%2.88%Q4 2016Q1 202112
Integrated Advisors Network LLC 12120.07%0.15%0.32%Q4 2020Q3 202312
Crestwood Advisors Group, LLC 12120.01%0.30%0.67%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Capital Investment Advisors, LLC 11110.06%0.11%0.17%Q2 2021Q4 202311
Spire Wealth Management 11110.00%0.01%0.05%Q1 2021Q3 202311
Mutual Advisors, LLC 650.05%0.12%0.52%Q1 2018Q2 202211
EASTERN BANK 11110.02%0.55%1.82%Q1 2021Q3 202311
Allen Capital Group, LLC 920.11%2.03%3.53%Q3 2020Q2 202311
Pinnacle Bancorp, Inc. 650.00%0.01%0.01%Q4 2018Q1 202311
Roundview Capital LLC 11110.11%0.22%0.31%Q1 2021Q3 202311
J. W. Coons Advisors, LLC 11110.27%1.12%1.75%Q1 2021Q3 202311
Elmwood Wealth Management, Inc. 510.75%1.68%2.14%Q1 2018Q4 202211
DB Wealth Management Group, LLC 11110.01%1.18%2.01%Q1 2021Q3 202311
AVANTAX ADVISORY SERVICES, INC. 920.00%0.02%0.04%Q1 2020Q3 202311
Quaker Wealth Management, LLC 650.26%3.39%12.32%Q4 2019Q3 202211
US FINANCIAL ADVISORS, LLC 11110.23%0.40%0.47%Q1 2021Q3 202311
PARK AVENUE SECURITIES LLC 11110.01%0.04%0.05%Q1 2021Q3 202311
Hudock, Inc. 830.01%0.01%0.01%Q1 2017Q3 202211
Sumitomo Mitsui Trust Holdings, Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
Addison Advisors LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
Ensign Peak Advisors, Inc 11110.12%0.24%0.29%Q1 2021Q3 202311
Apollon Wealth Management, LLC 11110.03%0.05%0.09%Q1 2021Q3 202311
Western Asset Management Company, LLC 11110.68%1.18%2.03%Q1 2021Q3 202311
Prentice Wealth Management LLC 11113.03%6.18%14.39%Q1 2021Q3 202311
Capital Advisors Wealth Management, LLC 11110.06%3.85%7.71%Q1 2021Q3 202311
Prospera Financial Services Inc 11110.07%0.31%0.51%Q1 2021Q3 202311
Darwin Wealth Management, LLC 1010.00%2.37%3.96%Q1 2020Q3 202311
Efficient Market Advisors, LLC 11110.30%0.66%0.97%Q3 2014Q1 201711
PEDDOCK CAPITAL ADVISORS, LLC 11110.20%0.27%0.34%Q1 2021Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.18%0.37%0.54%Q1 2021Q3 202311
MONROE BANK & TRUST/MI 1010.01%1.67%2.28%Q3 2013Q4 201711
DAVENPORT & Co LLC 650.00%0.01%0.01%Q4 2017Q1 202311
ALBION FINANCIAL GROUP /UT 1010.31%0.50%0.65%Q4 2020Q3 202311
FSB PREMIER WEALTH MANAGEMENT, INC. 11110.24%0.33%0.46%Q1 2021Q3 202311
Matthew Goff Investment Advisor, LLC 11111.39%4.52%5.62%Q1 2021Q3 202311
Kestra Advisory Services, LLC 11110.00%0.01%0.03%Q1 2021Q3 202311
SUMMIT FINANCIAL GROUP, INC. 11110.17%0.32%0.55%Q1 2021Q3 202311
Front Row Advisors LLC 11110.00%0.00%0.00%Q4 2017Q2 202011
Westside Investment Management, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
NTV ASSET MANAGEMENT LLC 11110.06%0.27%0.38%Q1 2021Q3 202311
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11111.42%1.53%1.69%Q1 2021Q3 202311
GenTrust, LLC 510.03%0.42%1.44%Q4 2018Q3 202210
Sigma Planning Corp 10100.01%0.04%0.06%Q2 2021Q3 202310
Bay Harbor Wealth Management, LLC 510.00%0.03%0.08%Q4 2018Q4 202210
Measured Wealth Private Client Group, LLC 640.11%0.22%0.52%Q1 2021Q3 202310
Global Strategic Investment Solutions, LLC 10100.05%0.91%1.97%Q1 2021Q2 202310
Clark Capital Management Group, Inc. 410.02%0.06%0.14%Q2 2013Q3 202310
FIRST MANHATTAN CO. LLC. 910.00%0.01%0.01%Q3 2017Q3 202310
Chicago Partners Investment Group LLC 10100.00%0.02%0.07%Q2 2016Q3 201810
MONEY CONCEPTS CAPITAL CORP 820.00%0.15%0.52%Q4 2020Q3 202310
Visionary Asset Management, Inc. 610.05%0.11%0.26%Q3 2013Q2 201810
TFG Advisers LLC 10100.11%0.57%0.91%Q2 2021Q3 202310
AMERICAN CENTURY COMPANIES INC 820.00%0.02%0.04%Q2 2020Q4 202210
FIFTH THIRD BANCORP 510.00%0.00%0.00%Q3 2015Q2 202310
CENTRAL TRUST Co 10100.11%0.18%0.28%Q2 2021Q3 202310
HUTCHENS INVESTMENT MANAGEMENT INC 640.00%0.88%1.65%Q2 2015Q4 201710
Financial Architects, Inc 410.00%0.28%0.64%Q4 2016Q2 202310
CALIBER WEALTH MANAGEMENT, LLC 10100.87%1.91%2.94%Q2 2021Q3 202310
Refined Wealth Management 10106.83%8.26%10.92%Q2 2021Q3 202310
Mach-1 Financial Group, LLC 880.00%7.66%15.26%Q4 2020Q3 202210
Chesley Taft & Associates LLC 730.04%0.06%0.08%Q3 2018Q3 202310
JAMES INVESTMENT RESEARCH INC 10100.02%0.14%0.22%Q2 2021Q3 202310
SCOTIA CAPITAL INC. 10100.06%0.07%0.07%Q2 2021Q3 202310
Polaris Wealth Advisory Group, LLC 10100.04%2.44%3.30%Q4 2016Q1 201910
LifePlan Financial Group, Inc 10100.03%0.04%0.07%Q2 2018Q3 202010
CLEAR INVESTMENT RESEARCH, LLC 10100.03%0.08%0.13%Q2 2021Q3 202310
Crestone Asset Management LLC 10100.12%0.65%1.40%Q2 2021Q3 202310
CreativeOne Wealth, LLC 10100.06%0.20%0.36%Q2 2021Q3 202310
Lehman Financial Resources, Inc. 10100.00%0.01%0.01%Q2 2013Q3 201510
SIGNATUREFD, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Catalyst Capital Advisors LLC 420.01%0.17%0.72%Q3 2013Q3 202310
Aristotle Pacific Capital, LLC 914.70%15.99%29.72%Q4 2020Q3 202310
Antonetti Capital Management LLC 910.01%0.01%0.02%Q2 2010Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.03%0.05%Q1 2021Q3 202310
VICUS CAPITAL 10100.04%0.47%2.30%Q1 2016Q2 201810
NewEdge Wealth, LLC 10100.09%0.21%0.38%Q2 2021Q3 202310
LINCOLN NATIONAL CORP 710.01%0.03%0.05%Q1 2019Q3 202310
PineBridge Investments, L.P. 10100.01%0.18%0.58%Q2 2017Q3 201910
Visionary Wealth Advisors 10100.16%0.46%0.87%Q2 2021Q3 202310
BlackRock Inc. 610.00%0.00%0.00%Q3 2016Q3 202310
Valtinson Bruner Financial Planning LLC 10100.84%1.60%2.08%Q2 2021Q3 202310
FIRST NATIONAL CORP /MA/ /ADV 10100.22%0.30%0.41%Q2 2020Q3 202210
Lido Advisors, LLC 810.00%0.01%0.01%Q2 2021Q3 20239
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 610.02%0.27%0.53%Q4 2020Q3 20239
Gladstone Institutional Advisory LLC 810.03%0.10%0.18%Q2 2019Q3 20239
Private Advisory Group LLC 991.17%1.32%1.57%Q1 2017Q1 20199
Castleview Partners, LLC 810.05%0.19%0.30%Q2 2021Q3 20239
Capital Investment Advisory Services, LLC 810.00%0.01%0.01%Q1 2021Q2 20239
NAPLES GLOBAL ADVISORS, LLC 990.22%0.27%0.33%Q3 2021Q3 20239
Rehmann Capital Advisory Group 610.00%0.02%0.05%Q1 2018Q1 20229
Octavia Wealth Advisors, LLC 990.06%0.07%0.10%Q3 2021Q3 20239
McAdam, LLC 990.02%0.03%0.05%Q3 2021Q3 20239
LIBERTY WEALTH MANAGEMENT LLC 990.01%0.02%0.03%Q3 2019Q3 20219
Sandy Spring Bank 410.00%0.00%0.00%Q1 2017Q2 20229
Gemmer Asset Management LLC 990.01%0.01%0.01%Q4 2016Q4 20189
Elevated Capital Advisors, LLC 510.18%0.70%1.16%Q1 2019Q3 20239
Cornerstone Advisory, LLC 810.05%0.51%0.96%Q1 2021Q3 20239
COLONY GROUP LLC 990.01%0.03%0.07%Q3 2021Q3 20239
ARS Wealth Advisors Group, LLC 990.77%4.69%7.55%Q3 2021Q3 20239
ADELL HARRIMAN & CARPENTER INC 540.73%1.37%1.77%Q2 2021Q3 20239
Crabel Capital Management, LLC 410.06%0.25%0.41%Q4 2017Q3 20239
True North Advisors, LLC 990.05%0.07%0.09%Q3 2020Q3 20229
MBM Wealth Consultants, LLC 811.42%2.07%2.80%Q4 2018Q2 20239
CI INVESTMENTS INC. 990.01%0.02%0.02%Q1 2020Q1 20229
QUATTRO FINANCIAL ADVISORS LLC 990.13%0.95%2.54%Q3 2021Q3 20239
GARRISON BRADFORD & ASSOCIATES INC 990.39%0.42%0.45%Q4 2013Q4 20159
MASSMUTUAL TRUST CO FSB/ADV 810.00%0.34%0.49%Q3 2017Q1 20239
PATTON ALBERTSON MILLER GROUP, LLC 990.24%0.39%0.54%Q3 2021Q3 20239
Harborview Advisors, LLC 994.23%5.06%6.04%Q4 2017Q4 20199
HUNTINGTON NATIONAL BANK 310.00%0.00%0.00%Q1 2015Q3 20239
Equitable Holdings, Inc. 810.02%0.13%0.29%Q4 2019Q3 20239
Ameritas Investment Partners, Inc. 810.00%0.05%0.14%Q2 2021Q3 20239
Belpointe Asset Management LLC 810.01%0.16%0.51%Q4 2020Q1 20239
KLINGENSTEIN FIELDS & CO LP 990.02%0.02%0.03%Q3 2013Q3 20159
YHB Investment Advisors, Inc. 990.07%0.28%0.69%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 990.24%0.68%0.90%Q3 2021Q3 20239
Realta Investment Advisors 990.10%0.13%0.15%Q3 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.01%0.17%0.30%Q4 2019Q3 20239
Bluefin Trading, LLC 420.03%0.16%0.39%Q1 2014Q1 20199
Clearview Wealth Advisors LLC 990.11%0.33%0.74%Q2 2021Q2 20239
Beta Wealth Group, Inc. 991.58%3.59%5.58%Q3 2021Q3 20239
Capital Asset Advisory Services LLC 510.00%0.03%0.07%Q4 2020Q3 20239
Intellectus Partners, LLC 540.00%0.05%0.12%Q2 2017Q3 20219
Hedeker Wealth, LLC 990.82%1.51%2.10%Q2 2021Q2 20239
Beacon Pointe Advisors, LLC 990.01%0.09%0.17%Q3 2021Q3 20239
WOODMONT INVESTMENT COUNSEL LLC 990.02%0.07%0.13%Q1 2021Q1 20239
Cranbrook Wealth Management, LLC 880.01%0.01%0.02%Q4 2020Q3 20228
Lee Financial Group Hawaii, Inc. 880.40%0.58%0.78%Q2 2021Q1 20238
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
MERITAGE PORTFOLIO MANAGEMENT 880.01%0.03%0.04%Q2 2021Q1 20238
Concord Wealth Partners 880.01%4.57%6.85%Q4 2021Q3 20238
Planned Solutions, Inc. 420.13%0.15%0.17%Q3 2020Q2 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.04%0.11%0.28%Q4 2021Q3 20238
Fragasso Group Inc. 880.69%0.80%0.91%Q1 2022Q4 20238
Argentus Capital Management, LLC 880.11%0.24%0.53%Q4 2014Q3 20168
Friedenthal Financial 610.79%1.88%3.76%Q2 2018Q3 20238
Raleigh Capital Management Inc. 880.28%0.62%1.05%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.04%0.21%0.64%Q4 2021Q3 20238
American Financial Network Advisory Services LLC 620.14%2.49%3.72%Q3 2017Q3 20198
Future Financial Wealth Managment LLC 880.11%0.33%0.40%Q4 2021Q3 20238
INNEALTA CAPITAL, LLC 510.15%0.54%1.27%Q4 2018Q1 20228
Black Diamond Financial, LLC 880.74%0.93%1.11%Q4 2021Q3 20238
Marshall Financial Group LLC 880.15%3.42%8.72%Q4 2021Q3 20238
FIRST NATIONAL TRUST CO 880.01%0.02%0.04%Q1 2021Q4 20228
Dynamic Advisor Solutions LLC 510.04%0.17%0.39%Q1 2019Q3 20238
Endowment Wealth Management, Inc. 880.36%0.46%0.56%Q4 2021Q3 20238
Baystate Wealth Management LLC 420.00%0.05%0.26%Q3 2014Q3 20238
Mariner, LLC 880.00%0.02%0.03%Q4 2021Q3 20238
Graypoint LLC 880.04%0.09%0.14%Q4 2021Q3 20238
Truadvice, LLC 880.06%0.14%0.26%Q1 2021Q4 20228
Hofer & Associates. Inc 882.61%2.81%3.03%Q4 2021Q3 20238
Stonehearth Capital Management, LLC 880.15%0.19%0.23%Q1 2021Q4 20228
PALLADIEM, LLC 880.51%7.81%11.07%Q4 2021Q3 20238
Asset Allocation & Management Company, LLC 881.54%4.77%9.15%Q4 2021Q3 20238
Greystone Financial Group, LLC 882.01%3.69%4.80%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.32%0.62%1.58%Q4 2021Q3 20238
AMG National Trust Bank 880.01%0.01%0.01%Q4 2021Q3 20238
Invesco Ltd. 880.00%0.00%0.00%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.41%0.87%1.15%Q1 2021Q3 20238
Kingfisher Capital LLC 880.98%1.09%1.22%Q3 2013Q2 20158
PFS Partners, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
MARINER INDEPENDENT ADVISOR NETWORK, LLC 530.24%0.46%0.72%Q4 2015Q3 20228
Paladin Advisory Group, LLC 880.99%1.72%2.30%Q4 2021Q3 20238
Twelve Points Wealth Management LLC 880.28%0.66%0.93%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.01%0.52%1.24%Q4 2021Q3 20238
Accel Wealth Management 880.03%0.52%0.76%Q4 2021Q3 20238
Ascent Group, LLC 880.02%0.07%0.12%Q4 2021Q3 20238
PRIMORIS WEALTH ADVISORS, LLC 880.56%0.94%1.60%Q4 2021Q3 20238
SCHMIDT P J INVESTMENT MANAGEMENT INC 880.06%0.15%0.28%Q1 2021Q4 20228
Cerity Partners LLC 880.00%0.01%0.02%Q4 2021Q3 20238
SNS Financial Group, LLC 880.27%0.34%0.39%Q3 2013Q2 20158
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
MISSION WEALTH MANAGEMENT, LP 710.05%0.45%0.73%Q2 2019Q3 20238
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 880.03%0.05%0.06%Q4 2021Q3 20238
SimpliFi, Inc. 881.68%2.26%2.59%Q2 2018Q1 20208
NATIXIS ADVISORS, L.P. 620.01%0.02%0.06%Q3 2013Q4 20158
Independent Advisor Alliance 710.01%0.06%0.30%Q1 2017Q4 20228
Barnett & Company, Inc. 772.09%2.60%3.19%Q2 2018Q4 20197
BOSTON PRIVATE BANK & TRUST CO 770.01%0.03%0.04%Q3 2013Q1 20157
IFG Advisory, LLC 770.05%0.08%0.12%Q4 2017Q2 20197
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.18%1.23%Q1 2022Q3 20237
Windsor Wealth Management, Inc. 770.07%0.68%1.12%Q1 2022Q3 20237
Avitas Wealth Management LLC 770.08%0.81%1.88%Q1 2022Q3 20237
Global Wealth Management Investment Advisory, Inc. 770.00%0.01%0.03%Q4 2018Q2 20207
Destiny Wealth Partners, LLC 772.25%4.06%7.32%Q1 2022Q3 20237
Strategic Blueprint, LLC 610.02%0.04%0.06%Q2 2021Q3 20237
Aveo Capital Partners, LLC 770.05%0.08%0.11%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.03%0.05%Q2 2013Q4 20147
Legacy Wealth Partners, Inc. 770.18%0.29%0.55%Q4 2019Q2 20217
Fortitude Advisory Group L.L.C. 770.10%0.18%0.24%Q4 2021Q2 20237
INSPIRION WEALTH ADVISORS, LLC 770.04%1.75%3.48%Q1 2022Q3 20237
ATTICUS WEALTH MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
AJ WEALTH STRATEGIES, LLC 770.01%0.75%2.74%Q1 2021Q3 20227
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
FIRST FOUNDATION ADVISORS 770.01%0.03%0.04%Q2 2021Q4 20227
Stratos Wealth Advisors, LLC 770.02%0.03%0.06%Q1 2022Q3 20237
AUGUSTINE ASSET MANAGEMENT INC 770.58%0.66%0.79%Q1 2022Q3 20237
RFG HOLDINGS, INC. 610.14%9.65%14.54%Q1 2021Q3 20237
First City Capital Management, Inc. 770.12%0.26%0.34%Q1 2022Q3 20237
WCG Wealth Advisors LLC 660.06%0.78%2.60%Q2 2022Q3 20237
L.M. KOHN & COMPANY 770.14%0.17%0.20%Q1 2022Q3 20237
Robertson Stephens Wealth Management, LLC 770.02%0.33%1.11%Q1 2022Q3 20237
6 Meridian 770.23%0.29%0.38%Q2 2020Q4 20217
ANGELES WEALTH MANAGEMENT, LLC 770.01%0.05%0.20%Q1 2022Q3 20237
Meridian Wealth Management, LLC 770.02%0.12%0.38%Q1 2022Q3 20237
Financial Futures Ltd Liability Co. 770.18%0.95%4.05%Q1 2022Q3 20237
Carmel Capital Partners, LLC 610.00%0.28%0.42%Q4 2021Q3 20237
S. R. Schill & Associates 771.18%1.43%1.63%Q2 2021Q4 20227
LORD, ABBETT & CO. LLC 770.08%0.22%0.43%Q1 2022Q3 20237
Csenge Advisory Group 770.02%0.05%0.14%Q1 2022Q3 20237
Concorde Asset Management, LLC 410.12%0.36%0.58%Q4 2017Q3 20207
Eudaimonia Partners, LLC 310.08%0.17%0.24%Q1 2021Q3 20237
Smart Money Group LLC 610.62%1.44%2.11%Q1 2021Q4 20227
U.S. Capital Wealth Advisors, LLC 770.04%0.07%0.12%Q3 2021Q1 20237
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q1 2020Q2 20237
Redhawk Wealth Advisors, Inc. 310.14%1.75%4.94%Q3 2019Q3 20227
DUMONT & BLAKE INVESTMENT ADVISORS LLC 770.12%0.16%0.21%Q1 2022Q3 20237
TD Waterhouse Canada Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Angeles Investment Advisors, LLC 770.11%5.96%15.22%Q2 2021Q4 20227
Vectors Research Management, LLC 770.00%0.01%0.01%Q4 2019Q2 20217
WealthPlan Investment Management, LLC 610.09%0.40%1.54%Q1 2022Q4 20237
SILVER OAK SECURITIES, INCORPORATED 770.04%0.07%0.09%Q1 2022Q3 20237
Amundi 520.00%0.00%0.00%Q4 2021Q3 20237
Placemark Investments, Inc. 770.02%0.05%0.08%Q2 2013Q4 20147
Atria Wealth Solutions, Inc. 770.04%0.09%0.16%Q1 2022Q3 20237
Prestige Wealth Management Group LLC 770.01%0.09%0.32%Q2 2020Q4 20217
D.B. Root & Company, LLC 770.12%0.31%0.78%Q1 2018Q3 20197
WOLVERINE TRADING, LLC 320.00%0.00%0.01%Q2 2017Q3 20217
LEO BROKERAGE, LLC 320.03%1.15%1.89%Q1 2021Q2 20237
One Capital Management, LLC 770.02%0.06%0.15%Q1 2022Q3 20237
First Heartland Consultants, Inc. 430.02%0.11%0.43%Q2 2021Q1 20237
Livingston Group Asset Management CO (operating as Southport Capital Management) 410.79%0.96%1.15%Q2 2016Q1 20227
WealthShield Partners, LLC 770.05%0.06%0.07%Q1 2022Q3 20237
Mount Yale Investment Advisors, LLC 770.04%0.08%0.14%Q1 2022Q3 20237
SVB WEALTH LLC 520.00%0.01%0.02%Q3 2021Q2 20237
Royal Harbor Partners, LLC 770.18%1.97%2.98%Q1 2021Q3 20227
EUDAIMONIA ADVISORS LLC 430.20%0.59%1.50%Q4 2021Q3 20237
PPM AMERICA INC/IL 666.10%17.23%38.45%Q3 2021Q4 20226
Perella Weinberg Partners Capital Management LP 660.17%0.21%0.27%Q1 2018Q2 20196
Community Capital Management, LLC 660.01%0.39%0.60%Q4 2021Q1 20236
CPWM, LLC 660.03%0.19%0.40%Q1 2018Q2 20196
Drake & Associates, LLC 665.22%5.52%5.83%Q2 2022Q3 20236
Sargent Bickham Lagudis LLC 660.00%0.11%0.30%Q3 2021Q4 20226
TELEMUS CAPITAL, LLC 410.02%0.04%0.10%Q4 2020Q3 20236
ROWLAND CARMICHAEL ADVISORS INC /ADV 660.12%0.15%0.23%Q1 2016Q2 20176
KMG FIDUCIARY PARTNERS, LLC 660.42%0.65%0.86%Q2 2022Q3 20236
CAPITAL ADVISORS INC/OK 660.01%0.81%1.49%Q1 2021Q2 20226
Financial Management Professionals, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
PINNACLE FINANCIAL PARTNERS INC 310.00%0.00%0.01%Q1 2018Q1 20206
WINTRUST INVESTMENTS LLC 660.15%0.20%0.25%Q2 2021Q3 20226
Tranquilli Financial Advisor LLC 660.62%0.86%0.99%Q4 2020Q1 20226
Atlas Private Wealth Advisors 660.00%0.00%0.00%Q2 2020Q3 20216
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.01%Q2 2020Q2 20236
Sanchez Wealth Management Group 664.44%4.80%5.41%Q1 2021Q2 20226
Redwood Financial Network Corp 660.24%0.35%0.44%Q1 2022Q2 20236
Latitude Advisors, LLC 660.11%0.28%0.44%Q3 2021Q4 20226
Merit Financial Group, LLC 660.07%0.39%0.55%Q2 2022Q3 20236
Migdal Insurance & Financial Holdings Ltd. 420.00%0.00%0.00%Q1 2022Q3 20236
Wells Financial Advisors INC 660.48%1.28%1.87%Q4 2021Q1 20236
BOKF, NA 510.00%0.00%0.01%Q3 2017Q3 20226
Strategic Capital Alternatives LLC 510.38%1.22%4.76%Q3 2014Q1 20166
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 661.15%1.26%1.41%Q2 2021Q3 20226
WealthCare Investment Partners, LLC 660.23%0.31%0.40%Q2 2022Q3 20236
Source Financial Advisors LLC 660.10%0.55%0.95%Q1 2022Q2 20236
SCS Capital Management LLC 662.10%3.77%4.66%Q3 2021Q4 20226
Atlas Private Wealth Management, LLC 660.03%2.28%2.90%Q1 2021Q2 20226
Grisanti Capital Management LLC 660.29%0.67%0.84%Q3 2013Q4 20146
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Hilton Capital Management, LLC 420.50%1.60%3.70%Q2 2021Q3 20236
ShoreHaven Wealth Partners, LLC 662.03%2.63%3.20%Q4 2020Q1 20226
Aprio Wealth Management, LLC 660.07%3.36%9.77%Q1 2022Q2 20236
Stonebridge Capital Advisors LLC 660.00%0.01%0.01%Q1 2021Q2 20226
ICA Group Wealth Management, LLC 660.03%0.10%0.22%Q1 2022Q2 20236
Aptus Capital Advisors, LLC 410.00%0.01%0.02%Q4 2019Q3 20236
Black Swift Group, LLC 420.07%0.18%0.49%Q2 2018Q2 20226
Astoria Portfolio Advisors LLC. 660.09%0.84%1.59%Q4 2021Q1 20236
Weatherstone Capital Management 330.05%1.36%4.69%Q3 2013Q4 20186
Ten Capital Wealth Advisors, LLC 660.28%0.30%0.32%Q1 2022Q2 20236
TCI Wealth Advisors, Inc. 310.00%0.00%0.01%Q2 2017Q2 20226
HB Wealth Management, LLC 660.00%0.01%0.01%Q4 2021Q1 20236
Trilogy Capital Inc. 660.02%0.19%1.01%Q4 2021Q1 20236
STRINGER ASSET MANAGEMENT, LLC 660.59%2.14%3.58%Q1 2021Q2 20226
State of New Jersey Common Pension Fund D 660.10%0.57%0.81%Q2 2021Q3 20226
Main Management LLC 510.02%0.95%1.35%Q2 2013Q2 20226
Advisory Alpha, LLC 310.01%0.79%2.46%Q2 2018Q3 20236
SOL Capital Management CO 660.16%0.17%0.19%Q1 2018Q2 20196
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.63%0.93%1.27%Q2 2022Q3 20236
UBS AG 660.01%0.02%0.02%Q2 2013Q3 20146
Quantitative Advantage, LLC 661.47%1.57%1.66%Q2 2017Q3 20186
Cutler Group LLC / CA 330.00%0.00%0.00%Q3 2022Q1 20236
WEALTH MANAGEMENT RESOURCES, INC. 660.49%4.03%6.20%Q4 2021Q1 20236
First Allied Asset Management, Inc. 660.03%0.07%0.11%Q3 2013Q4 20146
JUNCTURE WEALTH STRATEGIES, LLC 661.02%2.09%2.88%Q2 2022Q3 20236
Bogart Wealth, LLC 660.00%0.00%0.01%Q1 2021Q2 20226
Vestmark Advisory Solutions, Inc. 660.04%0.08%0.18%Q4 2021Q1 20236
CITY HOLDING CO 660.00%0.01%0.01%Q2 2022Q3 20236
Cornerstone Wealth Management, LLC 310.03%0.04%0.06%Q2 2018Q4 20216
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
G&S Capital LLC 550.02%0.03%0.04%Q2 2018Q2 20195
FRANKLIN RESOURCES INC 550.00%0.05%0.08%Q3 2021Q3 20225
FORBES J M & CO LLP 550.03%0.03%0.03%Q2 2021Q2 20225
J.P. Morgan Private Wealth Advisors LLC 550.02%0.03%0.03%Q2 2016Q2 20175
Triumph Capital Management 550.10%0.12%0.13%Q3 2022Q3 20235
Avestar Capital, LLC 550.03%0.04%0.06%Q3 2021Q3 20225
Strategic Asset Management, LLC 550.04%0.05%0.06%Q3 2021Q3 20225
McNaughton Wealth Management, LLC 550.68%1.29%1.70%Q2 2022Q2 20235
ETRADE Capital Management LLC 410.06%0.09%0.12%Q4 2017Q3 20205
HL FINANCIAL SERVICES LLC 410.00%0.01%0.01%Q3 2017Q4 20185
Symphony Financial, Ltd. Co. 551.77%2.02%2.22%Q1 2022Q1 20235
Zions Bancorporation, N.A. 310.00%0.03%0.08%Q4 2019Q2 20235
NYL Investors LLC 552.25%2.64%3.30%Q1 2021Q1 20225
Paragon Wealth Strategies, LLC 320.00%4.95%13.09%Q4 2021Q1 20235
Clearwater Capital Advisors, LLC 550.07%0.16%0.49%Q4 2017Q4 20185
Anfield Capital Management, LLC 550.40%0.51%0.56%Q2 2022Q2 20235
MinichMacGregor Wealth Management, LLC 550.00%0.00%0.00%Q1 2016Q1 20175
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
Austin Private Wealth, LLC 550.05%0.09%0.12%Q3 2022Q3 20235
Bain Capital Credit, LP 320.19%1.61%3.35%Q2 2018Q3 20235
BOSTON FINANCIAL MANGEMENT LLC 550.26%0.29%0.31%Q2 2016Q2 20175
SEAVIEW INVESTMENT MANAGERS LLC 550.09%0.30%0.53%Q1 2022Q1 20235
HRT FINANCIAL LP 410.00%0.01%0.01%Q3 2021Q3 20235
Castle Rock Wealth Management, LLC 550.39%0.42%0.44%Q4 2021Q4 20225
NVWM, LLC 550.01%0.23%0.40%Q4 2021Q4 20225
Coppell Advisory Solutions LLC 410.16%0.21%0.36%Q4 2020Q3 20235
Fiera Capital Corp 550.02%0.06%0.07%Q3 2017Q3 20185
SAXON INTERESTS, INC. 550.19%0.47%1.38%Q3 2022Q3 20235
Cordasco Financial Network 550.02%0.02%0.03%Q3 2020Q3 20215
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 550.08%0.10%0.17%Q1 2021Q1 20225
Cooper Financial Group 550.39%0.67%0.80%Q1 2022Q1 20235
SYNOVUS FINANCIAL CORP 210.00%0.00%0.01%Q1 2020Q3 20215
TCG Advisory Services, LLC 550.27%0.30%0.37%Q2 2021Q2 20225
KMS FINANCIAL SERVICES, INC 550.07%0.09%0.12%Q3 2013Q3 20145
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q4 2018Q1 20215
Jaffetilchin Investment Partners, LLC 410.04%0.51%1.71%Q3 2021Q3 20235
Detalus Advisors, LLC 550.26%1.57%3.27%Q1 2022Q1 20235
Good Life Advisors, LLC 210.04%0.06%0.07%Q2 2018Q3 20235
Lloyd Advisory Services, LLC. 320.00%0.07%0.22%Q4 2019Q2 20225
GPS Wealth Strategies Group, LLC 320.00%0.00%0.00%Q2 2022Q3 20235
Ameliora Wealth Management Ltd. 550.01%0.02%0.03%Q3 2022Q3 20235
ROMANO BROTHERS AND COMPANY 550.52%0.69%0.90%Q3 2022Q3 20235
CAMBRIDGE TRUST CO 550.00%0.01%0.01%Q1 2022Q1 20235
MCDONALD PARTNERS LLC 550.00%0.09%0.12%Q2 2021Q2 20225
Epstein & White Financial LLC 320.25%0.64%2.06%Q1 2018Q2 20215
Occidental Asset Management, LLC 320.64%1.61%3.19%Q1 2018Q4 20195
SG Americas Securities, LLC 410.01%0.02%0.05%Q1 2019Q4 20215
Frontier Asset Management, LLC 550.24%0.40%0.45%Q3 2022Q3 20235
OARSMAN CAPITAL, INC. 551.34%1.46%1.67%Q2 2021Q2 20225
M&T BANK CORP 410.00%0.01%0.01%Q1 2015Q4 20195
WELCH & FORBES LLC 550.04%0.04%0.04%Q4 2018Q4 20195
KCS Wealth Advisory 550.30%0.57%0.78%Q4 2017Q4 20185
Orgel Wealth Management, LLC 550.06%0.12%0.20%Q3 2017Q3 20185
OneDigital Investment Advisors LLC 310.00%0.00%0.00%Q2 2017Q4 20185
Melone Private Wealth, LLC 410.20%0.29%0.56%Q4 2021Q3 20235
Coston, McIsaac & Partners 550.00%0.00%0.00%Q3 2022Q3 20235
THOMASPARTNERS, INC. 550.00%0.00%0.01%Q1 2014Q1 20155
Altus Wealth Management, LLC 550.14%1.83%3.15%Q3 2021Q3 20225
Prudent Man Advisors, LLC 550.36%0.57%0.64%Q3 2022Q3 20235
Bank of Marin 550.24%0.34%0.47%Q3 2022Q3 20235
EPG Wealth Management LLC 320.01%0.01%0.01%Q4 2021Q1 20235
Nuveen Asset Management, LLC 410.00%0.01%0.01%Q1 2022Q3 20235
Genesee Capital Advisors, LLC 550.69%0.86%0.98%Q3 2021Q3 20225
Strategic Capital Group LLC 440.06%0.56%0.87%Q3 2013Q2 20144
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.00%0.01%0.01%Q1 2019Q1 20224
Sunbelt Securities, Inc. 440.04%0.95%3.49%Q3 2019Q2 20204
Avidian Wealth Solutions, LLC 220.21%1.69%3.32%Q3 2019Q1 20224
Three Peaks Capital Management, LLC 440.73%1.01%1.14%Q4 2020Q3 20214
BOS Asset Management, LLC 440.42%0.46%0.50%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.00%0.00%0.01%Q1 2019Q1 20204
Richard W. Paul & Associates, LLC 440.04%0.79%1.30%Q4 2022Q3 20234
Tennessee Valley Asset Management Partners 310.07%0.34%0.59%Q4 2018Q4 20204
Rooted Wealth Advisors, Inc. 440.43%1.19%1.77%Q4 2022Q3 20234
Hanlon Investment Management, Inc. 310.04%0.14%0.33%Q2 2019Q1 20214
High Net Worth Advisory Group LLC 440.02%0.02%0.02%Q1 2022Q4 20224
RDA Financial Network 440.46%0.48%0.52%Q4 2022Q3 20234
Luken Investment Analytics, LLC 441.99%2.22%2.60%Q4 2022Q3 20234
ACCURATE INVESTMENT SOLUTIONS, INC. 440.00%0.00%0.00%Q3 2017Q2 20184
Segment Wealth Management, LLC 440.04%0.05%0.05%Q1 2019Q4 20194
INVESTMENT CENTERS OF AMERICA INC 440.04%0.04%0.04%Q4 2016Q3 20174
Larson Financial Group LLC 220.00%0.00%0.01%Q2 2020Q1 20234
Semmax Financial Advisors Inc. 310.01%0.08%0.17%Q4 2018Q1 20204
SUNTRUST BANKS INC 440.01%0.01%0.01%Q4 2017Q3 20184
My Legacy Advisors, LLC 440.91%0.95%1.00%Q4 2022Q3 20234
ADAMSBROWN WEALTH CONSULTANTS LLC 440.13%0.54%0.90%Q2 2022Q1 20234
Balboa Wealth Partners 220.07%0.10%0.13%Q3 2022Q3 20234
Asset Planning Services, Ltd. 440.00%0.00%0.00%Q1 2018Q4 20184
BENJAMIN EDWARDS INC 310.10%0.19%0.26%Q4 2021Q3 20234
CATALYST PRIVATE WEALTH, LLC 210.08%0.30%0.45%Q3 2020Q3 20234
Crow Point Partners, LLC 440.01%0.10%0.17%Q3 2016Q2 20174
ARMSTRONG ADVISORY GROUP, INC 440.08%0.09%0.10%Q4 2022Q3 20234
True Wealth Design, LLC 440.31%0.36%0.43%Q4 2022Q3 20234
Park Avenue Institutional Advisers LLC 4435.06%42.50%47.99%Q2 2021Q1 20224
BREMER TRUST NATIONAL ASSOCIATION 440.28%0.36%0.44%Q1 2018Q4 20184
Palogic Value Management, L.P. 440.79%0.94%1.17%Q4 2022Q3 20234
1607 Capital Partners, LLC 440.25%0.62%1.56%Q4 2021Q3 20224
EMERSON INVESTMENT MANAGEMENT, LLC 440.72%0.73%0.76%Q2 2015Q1 20164
Capital Directions Investment Advisors, LLC 440.04%0.04%0.04%Q1 2022Q4 20224
Wealthspire Advisors, L.P. 440.00%0.00%0.01%Q2 2017Q1 20184
LexAurum Advisors, LLC 440.42%0.48%0.55%Q1 2022Q4 20224
Paloma Partners Management Co 310.01%0.03%0.09%Q1 2019Q3 20224
PARTNERS CAPITAL INVESTMENT GROUP, LLP 442.71%3.16%3.40%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.65%0.98%1.49%Q4 2022Q3 20234
JT Stratford LLC 441.18%1.61%2.40%Q1 2022Q4 20224
BlueSky Wealth Advisors, LLC 220.09%0.18%0.28%Q4 2018Q4 20194
Worth Financial Advisory Group, LLC 440.31%0.35%0.43%Q4 2022Q3 20234
MidWestOne Financial Group, Inc. 440.08%0.12%0.14%Q4 2021Q3 20224
Colonial River Wealth Management, LLC 310.24%0.40%0.88%Q3 2021Q4 20224
Gateway Wealth Partners, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
PINNACLE ASSOCIATES LTD 440.01%0.04%0.05%Q4 2021Q3 20224
Great Waters Wealth Management 440.42%0.47%0.53%Q4 2022Q3 20234
WEALTHSOURCE PARTNERS, LLC 310.11%0.37%0.60%Q3 2018Q4 20194
Farther Finance Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
BB&T INVESTMENT SERVICES, INC. 440.01%0.05%0.14%Q1 2017Q4 20174
ARCH CAPITAL GROUP LTD. 448.48%13.78%19.10%Q2 2021Q1 20224
Financial Connections Group, Inc. 440.17%0.37%0.52%Q4 2021Q3 20224
Bartlett & Co. LLC 210.00%0.00%0.00%Q1 2018Q1 20234
Professional Financial Advisors, LLC 440.00%0.01%0.01%Q4 2021Q3 20224
MGO ONE SEVEN LLC 210.01%0.01%0.02%Q4 2017Q4 20214
BUCKINGHAM STRATEGIC PARTNERS, LLC 440.16%0.22%0.28%Q1 2022Q4 20224
West Wealth Group, LLC 440.20%0.34%0.45%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.17%0.27%0.39%Q4 2021Q3 20224
Leucadia National 440.04%0.04%0.05%Q4 2022Q3 20234
PACIFIC CAPITAL WEALTH ADVISORS, INC 310.06%0.06%0.07%Q3 2020Q3 20224
3EDGE Asset Management, LP 440.07%0.08%0.10%Q3 2022Q2 20234
Hilltop Holdings Inc. 440.03%0.13%0.17%Q3 2021Q2 20224
A. D. Beadell Investment Counsel, Inc. 440.40%0.41%0.44%Q1 2018Q4 20184
Arkos Global Advisors 440.17%0.20%0.25%Q4 2022Q3 20234
Live Oak Investment Partners 443.42%3.88%4.11%Q4 2022Q3 20234
Adams Wealth Management 440.09%0.22%0.36%Q4 2022Q3 20234
Sentinus, LLC 440.09%0.74%1.18%Q3 2022Q2 20234
RAYMOND JAMES TRUST N.A. 440.01%0.01%0.02%Q2 2022Q1 20234
Homrich & Berg 310.01%0.01%0.01%Q3 2018Q3 20214
ENTRUST GLOBAL PARTNERS L L C 442.63%3.86%5.48%Q4 2021Q3 20224
Barber Financial Group, Inc. 440.06%0.08%0.10%Q2 2022Q1 20234
Seed Wealth Management, Inc. 442.78%3.51%4.51%Q4 2022Q3 20234
Wayfinding Financial, LLC 210.16%0.86%1.56%Q4 2021Q3 20234
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Portfolio Strategies Inc 441.82%2.84%3.95%Q4 2013Q3 20144
Bigelow Investment Advisors, LLC 440.15%0.17%0.18%Q1 2019Q4 20194
Keystone Financial Group 220.03%0.04%0.04%Q2 2022Q3 20234
DIMENSION CAPITAL MANAGEMENT LLC 440.18%0.19%0.19%Q3 2022Q2 20234
Sterling Manor Financial, LLC 440.21%2.14%5.54%Q4 2021Q3 20224
Shilanski & Associates, Inc. 442.45%2.56%2.67%Q4 2022Q3 20234
Wealth Management Solutions, LLC 440.14%0.42%0.67%Q4 2021Q3 20224
Paradigm Financial Partners, LLC 440.16%0.78%1.00%Q4 2022Q3 20234
Cercano Management LLC 440.51%0.55%0.59%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 441.71%1.87%2.12%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.04%0.06%0.10%Q4 2022Q3 20234
TIEDEMANN ADVISORS, LLC 330.05%0.06%0.07%Q2 2021Q4 20213
Camarda Financial Advisors, LLC 332.44%5.52%9.76%Q2 2022Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.03%0.04%0.04%Q3 2022Q3 20233
ARROW FINANCIAL CORP 210.00%0.00%0.00%Q3 2019Q2 20223
Total Clarity Wealth Management, Inc. 210.00%0.00%0.01%Q3 2021Q2 20223
Bruderman Asset Management, LLC 210.01%0.09%0.16%Q1 2019Q4 20193
Outlook Wealth Advisors, LLC 330.50%0.83%1.02%Q1 2022Q3 20223
Clear Perspective Advisors, LLC 330.00%0.00%0.01%Q3 2017Q1 20183
WBH ADVISORY INC 330.03%0.11%0.26%Q3 2021Q1 20223
CASTLE WEALTH MANAGEMENT LLC 332.62%3.63%4.49%Q2 2022Q4 20223
Florin Court Capital LLP 330.18%0.85%1.30%Q1 2023Q3 20233
Ascendant Capital Management, LLC 212.05%3.24%4.65%Q2 2022Q1 20233
PSI Advisors, LLC 330.00%0.02%0.04%Q3 2021Q1 20223
Virtue Capital Management, LLC 330.14%0.17%0.19%Q3 2021Q1 20223
Paulson Wealth Management Inc. 336.45%7.56%8.64%Q4 2021Q2 20223
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 330.17%0.18%0.18%Q1 2022Q3 20223
O'Connor Financial Group LLC 333.50%3.55%3.61%Q1 2023Q3 20233
Legacy Capital Group California, Inc. 330.21%0.24%0.27%Q1 2023Q3 20233
Hilltop Partners LLC 332.29%2.36%2.41%Q1 2023Q3 20233
MRA Advisory Group 332.27%2.84%3.34%Q1 2023Q3 20233
ProVise Management Group, LLC 330.05%0.05%0.05%Q1 2014Q3 20143
ARS Wealth Advisors, LLC 337.07%7.51%8.17%Q4 2020Q2 20213
Apriem Advisors 210.01%0.01%0.02%Q4 2016Q2 20183
Granite Investment Advisors, LLC 330.07%0.07%0.08%Q4 2017Q2 20183
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q1 2022Q1 20233
Westshore Wealth, LLC 330.28%0.36%0.47%Q2 2022Q4 20223
KESTRA PRIVATE WEALTH SERVICES, LLC 210.02%0.07%0.12%Q1 2022Q3 20233
Pinion Investment Advisors, LLC 330.17%0.21%0.30%Q1 2023Q3 20233
Centennial Wealth Advisory LLC 332.27%3.45%4.12%Q1 2022Q3 20223
PATHSTONE FAMILY OFFICE, LLC 210.00%0.00%0.01%Q2 2019Q3 20223
Vident Investment Advisory, LLC 330.08%0.09%0.10%Q4 2021Q2 20223
Advisor Resource Council 110.04%0.08%0.10%Q2 2021Q2 20223
Aurora Private Wealth, Inc. 330.10%0.15%0.22%Q3 2021Q1 20223
Financial Gravity Companies, Inc. 210.18%0.20%0.23%Q4 2017Q4 20183
WHITTIER TRUST CO OF NEVADA INC 330.00%0.00%0.00%Q1 2023Q3 20233
COMERICA SECURITIES,INC. 330.02%0.02%0.02%Q4 2022Q2 20233
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Grace Capital 330.08%0.24%0.56%Q1 2021Q3 20213
Private Portfolio Partners LLC 210.11%0.19%0.27%Q1 2022Q4 20223
Echo Wealth Management, LLC 330.31%0.36%0.40%Q1 2022Q3 20223
L & S Advisors Inc 330.03%0.54%1.55%Q1 2023Q3 20233
Royal Fund Management, LLC 110.00%0.02%0.04%Q4 2016Q2 20233
Financial Guidance Group, Inc. 336.33%6.46%6.54%Q1 2022Q3 20223
SALEM INVESTMENT COUNSELORS INC 330.00%0.00%0.00%Q1 2023Q3 20233
Manchester Capital Management LLC 330.24%0.29%0.38%Q3 2021Q1 20223
MEEDER ASSET MANAGEMENT INC 330.01%1.16%3.42%Q1 2022Q3 20223
Sepio Capital, LP 210.23%0.24%0.26%Q4 2021Q3 20223
Cascadia Advisory Services, LLC 330.16%0.16%0.16%Q1 2021Q3 20213
Burleson & Company, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Arkadios Wealth Advisors 330.01%0.01%0.02%Q1 2021Q3 20213
Connectus Wealth, LLC 330.14%0.44%0.71%Q1 2022Q3 20223
MBL Wealth, LLC 210.08%0.17%0.33%Q4 2020Q1 20223
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
PEAK FINANCIAL ADVISORS LLC 335.95%7.33%9.94%Q2 2021Q4 20213
Treasure Coast Financial Planning 331.63%6.04%8.76%Q4 2021Q2 20223
Leicht Financial Planning & Wealth Management, Inc. 331.94%2.02%2.10%Q2 2021Q4 20213
Perennial Investment Advisors, LLC 330.19%0.21%0.22%Q1 2023Q3 20233
Opal Wealth Advisors, LLC 330.27%0.29%0.31%Q4 2022Q2 20233
Ameraudi Asset Management, Inc. 332.85%3.24%3.60%Q1 2022Q3 20223
LEE JOHNSON CAPITAL MANAGEMENT, LLC 330.28%0.33%0.37%Q4 2021Q2 20223
ARES MANAGEMENT LLC 332.56%3.47%4.03%Q2 2022Q4 20223
CEDAR CAPITAL, LLC 330.36%0.42%0.49%Q1 2021Q3 20213
TRUEWEALTH LLC 210.02%0.03%0.03%Q1 2018Q2 20203
Callan Capital, LLC 330.24%0.34%0.50%Q3 2013Q1 20143
BIVIN & ASSOCIATES, INC. 336.96%7.78%9.27%Q4 2021Q2 20223
ACT Advisors, LLC. 210.15%6.65%10.11%Q3 2022Q3 20233
Andesa Financial Management Inc. 330.13%0.42%0.79%Q3 2021Q1 20223
Navalign, LLC 330.09%0.26%0.56%Q3 2022Q1 20233
Bouchey Financial Group Ltd 332.16%3.13%4.06%Q3 2018Q1 20193
NEWGATE CAPITAL MANAGEMENT LLC 110.23%0.62%1.37%Q2 2013Q4 20153
DRIVE WEALTH MANAGEMENT, LLC 330.12%0.32%0.49%Q1 2023Q3 20233
Investors Financial Group, LLC 330.21%0.24%0.26%Q2 2021Q4 20213
TruWealth Advisors, LLC 330.22%0.23%0.24%Q1 2022Q3 20223
Hightower 6M Holding, LLC 330.32%0.32%0.34%Q1 2022Q3 20223
REUTER JAMES WEALTH MANAGEMENT, LLC 330.24%0.44%0.56%Q1 2022Q3 20223
SouthState Corp 330.00%0.00%0.00%Q2 2022Q4 20223
Novak Financial Planning, LLC 330.27%0.30%0.33%Q4 2020Q2 20213
James J. Burns & Company, LLC 330.17%0.34%0.44%Q3 2022Q1 20233
AOZORA BANK, LTD. 336.29%7.32%9.32%Q2 2018Q4 20183
Stadion Money Management, LLC 210.24%0.66%1.38%Q4 2014Q3 20233
Econ Financial Services Corp 331.12%1.82%2.18%Q4 2018Q2 20193
Gupta Wealth Management LLC 330.00%0.00%0.00%Q1 2015Q3 20153
Belvedere Trading LLC 110.00%0.02%0.04%Q3 2022Q1 20233
Bensler, LLC 331.18%1.32%1.44%Q1 2022Q3 20223
SIGNET FINANCIAL MANAGEMENT, LLC 210.00%0.00%0.00%Q2 2018Q4 20213
SAGE FINANCIAL GROUP INC 210.05%0.06%0.06%Q1 2022Q4 20223
Fortis Advisors, LLC 330.00%0.00%0.01%Q2 2022Q4 20223
Nalls Sherbakoff Group, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
Column Capital Advisors, LLC 210.07%0.15%0.19%Q1 2022Q3 20233
JANUS HENDERSON GROUP PLC 330.00%0.00%0.00%Q3 2013Q1 20143
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Mitsubishi UFJ Trust & Banking Corp 330.08%0.13%0.21%Q1 2018Q3 20183
Center For Asset Management LLC 330.34%0.39%0.44%Q1 2022Q3 20223
UMB Bank, n.a. 110.00%0.00%0.00%Q2 2022Q2 20232
Clearstead Trust, LLC 220.10%0.10%0.11%Q2 2023Q3 20232
Cavalier Investments, LLC 220.76%0.97%1.18%Q1 2021Q2 20212
OXFORD FINANCIAL GROUP, LTD. LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Fernwood Investment Management, LLC 110.09%0.10%0.11%Q3 2021Q3 20222
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
First National Bank of Mount Dora, Trust Investment Services 220.06%0.06%0.06%Q4 2021Q1 20222
EXANE DERIVATIVES 220.01%0.13%0.25%Q1 2022Q2 20222
NorthCoast Asset Management LLC 220.76%0.78%0.79%Q2 2021Q3 20212
Freestone Capital Holdings, LLC 220.01%0.02%0.02%Q1 2022Q2 20222
Bank Julius Baer & Co. Ltd, Zurich 220.25%0.26%0.27%Q3 2021Q4 20212
Pinnacle Wealth Management Advisory Group, LLC 220.03%0.04%0.04%Q1 2022Q2 20222
Tevis Investment Management 220.01%0.02%0.03%Q4 2021Q1 20222
IEQ CAPITAL, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.03%1.44%2.85%Q4 2021Q1 20222
ACCESS FINANCIAL SERVICES, INC. 223.55%4.82%6.09%Q1 2022Q2 20222
Wilson & Boucher Capital Management, LLC 220.22%0.24%0.25%Q1 2022Q2 20222
Capital Wealth Alliance, LLC 220.77%0.80%0.82%Q4 2019Q1 20202
Fortress Wealth Group, LLC 220.15%0.16%0.16%Q3 2022Q4 20222
Eagle Strategies LLC 220.08%0.10%0.12%Q3 2022Q4 20222
Trexquant Investment LP 110.01%0.01%0.01%Q2 2022Q1 20232
Cyndeo Wealth Partners, LLC 220.03%0.39%0.75%Q4 2022Q1 20232
Perigon Wealth Management, LLC 220.02%0.08%0.14%Q4 2022Q1 20232
Commonwealth Financial Services, LLC 110.04%0.18%0.31%Q1 2017Q3 20232
W.G. Shaheen & Associates DBA Whitney & Co 220.00%0.00%0.00%Q2 2018Q3 20182
Cynosure Group, LLC 220.81%0.93%1.05%Q2 2023Q3 20232
American Financial Advisors, LLC 220.04%0.85%1.66%Q4 2018Q1 20192
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.03%0.03%Q2 2013Q3 20132
FourThought Financial, LLC 110.00%0.00%0.00%Q3 2021Q3 20222
TCWP LLC 220.07%0.09%0.11%Q4 2021Q1 20222
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q3 2022Q4 20222
Capital CS Group, LLC 220.23%0.24%0.25%Q2 2023Q3 20232
GTS SECURITIES LLC 220.00%0.02%0.04%Q2 2023Q3 20232
Eagle Bay Advisors LLC 110.01%0.02%0.03%Q4 2021Q2 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.01%0.01%Q4 2021Q3 20222
Marcum Wealth, LLC 220.04%0.05%0.07%Q2 2022Q3 20222
Auour Investments LLC 220.18%0.18%0.18%Q2 2023Q3 20232
LBMC INVESTMENT ADVISORS, LLC 220.08%0.08%0.08%Q2 2022Q3 20222
Aletheian Wealth Advisors LLC 110.19%0.19%0.19%Q4 2022Q4 20232
Prime Capital Investment Advisors, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
SPC Financial, Inc. 222.61%2.62%2.63%Q2 2022Q3 20222
VisionPoint Advisory Group, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
West Financial Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
NOMURA HOLDINGS INC 220.00%0.00%0.01%Q2 2013Q3 20132
AFLAC INC 2213.02%21.74%30.46%Q1 2022Q2 20222
Advisor OS, LLC 110.35%0.44%0.54%Q2 2020Q2 20222
Argent Trust Co 220.01%0.01%0.02%Q2 2023Q3 20232
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.02%0.02%0.03%Q2 2013Q3 20132
III Capital Management 221.84%3.40%4.97%Q4 2022Q1 20232
Archer Investment Corp 220.00%0.00%0.00%Q4 2019Q1 20202
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Aspen Wealth Strategies, LLC 220.29%0.29%0.30%Q4 2022Q1 20232
Flow State Investments, L.P. 220.24%0.63%1.03%Q2 2023Q3 20232
Little Harbor Advisors, LLC 225.03%5.14%5.26%Q2 2023Q3 20232
Betterment LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Wright Fund Management, LLC 222.09%2.66%3.24%Q2 2023Q3 20232
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20222
AXS Investments LLC 220.64%0.79%0.94%Q2 2023Q3 20232
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 220.11%0.35%0.60%Q4 2022Q1 20232
Coppell Advisory Solutions Corp. 220.16%0.17%0.17%Q4 2022Q1 20232
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q2 2023Q3 20232
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2020Q4 20232
Headlands Technologies LLC 110.01%0.01%0.02%Q1 2023Q3 20232
Catalyst Wealth Management, LLC 220.21%0.21%0.21%Q4 2022Q1 20232
Jane Street Holding, LLC 220.02%0.03%0.04%Q2 2013Q3 20132
MGO Private Wealth, LLC 220.19%0.23%0.27%Q3 2022Q4 20222
Psagot Value Holdings Ltd. / (Israel) 220.01%0.01%0.01%Q3 2022Q4 20222
1832 Asset Management L.P. 110.03%0.05%0.07%Q2 2022Q4 20222
KENNICOTT CAPITAL MANAGEMENT LLC 220.41%0.43%0.44%Q4 2021Q1 20222
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.25%0.25%0.25%Q4 2015Q1 20162
Stelac Advisory Services LLC 220.03%0.03%0.04%Q4 2021Q1 20222
Rise Advisors, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
COMMUNITY BANK SYSTEM, INC. 220.22%0.22%0.22%Q4 2013Q1 20142
WESTWOOD HOLDINGS GROUP INC 220.02%0.02%0.02%Q3 2019Q4 20192
Truvestments Capital LLC 220.06%0.06%0.06%Q2 2019Q3 20192
Parisi Gray Wealth Management 220.01%0.01%0.01%Q4 2017Q1 20182
New Hampshire Trust 220.00%0.00%0.00%Q4 2022Q1 20232
PhaseCapital LP 2225.47%27.47%29.47%Q2 2018Q3 20182
M Holdings Securities, Inc. 220.02%0.02%0.02%Q2 2022Q3 20222
Holloway Wealth Management, LLC 220.00%0.00%0.01%Q2 2021Q3 20212
FAS Wealth Partners, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
RIVERSEDGE ADVISORS, LLC 110.07%0.08%0.08%Q3 2021Q1 20222
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
LifePro Asset Management 221.11%1.42%1.72%Q2 2023Q3 20232
Bremer Bank National Association 220.05%0.12%0.19%Q1 2019Q2 20192
Verition Fund Management LLC 110.01%0.02%0.04%Q3 2013Q1 20232
Centerpoint Advisors, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
Sage Capital Advisors,llc 220.12%0.12%0.13%Q2 2021Q3 20212
HOWE & RUSLING INC 220.00%0.00%0.01%Q2 2022Q3 20222
WorthPointe, LLC 220.17%0.38%0.58%Q4 2021Q1 20222
Kavar Capital Partners, LLC 220.18%0.18%0.19%Q1 2018Q2 20182
Ridgewood Investments LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Snowden Capital Advisors LLC 110.00%0.01%0.01%Q4 2021Q2 20222
Janney Capital Management LLC 220.02%0.02%0.02%Q1 2022Q2 20222
First Personal Financial Services 110.00%0.00%0.01%Q4 2015Q1 20232
Ranch Capital Advisors Inc. 220.01%0.01%0.01%Q2 2021Q3 20212
BARING ASSET MANAGEMENT Ltd 220.18%0.19%0.19%Q4 2016Q1 20172
BARINGS LLC 220.24%0.26%0.29%Q1 2022Q2 20222
Ackerman Capital Advisors, LLC 220.00%0.01%0.02%Q4 2018Q1 20192
Schonfeld Strategic Advisors LLC 220.02%0.03%0.04%Q1 2023Q2 20232
Herold Advisors, Inc. 110.05%0.05%0.06%Q3 2021Q1 20222
HARBERT FUND ADVISORS, INC. 224.88%4.90%4.92%Q3 2022Q4 20222
Fortis Capital Advisors, LLC 220.04%0.05%0.06%Q4 2022Q1 20232
Sequoia Wealth Management, LLC 110.22%0.22%0.22%Q3 2018Q1 20192
Jackson Hole Capital Partners, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Coyle Financial Counsel LLC 112.43%2.43%2.43%Q4 2013Q4 20131
PNC Managed Account Solutions, Inc. 110.12%0.12%0.12%Q2 2021Q2 20211
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Onyx Bridge Wealth Group LLC 110.10%0.10%0.10%Q4 2022Q4 20221
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Brookstone Capital Management 110.14%0.14%0.14%Q1 2021Q1 20211
Live Your Vision, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Rainsberger Wealth Advisors, Inc. 113.17%3.17%3.17%Q3 2022Q3 20221
Founders Capital Management 110.06%0.06%0.06%Q2 2022Q2 20221
MATHER GROUP, LLC. 110.01%0.01%0.01%Q2 2022Q2 20221
KRAEMATON INVESTMENT ADVISORS, INC 110.04%0.04%0.04%Q4 2022Q4 20221
PRENTISS SMITH & CO INC 110.01%0.01%0.01%Q1 2014Q1 20141
FLPUTNAM INVESTMENT MANAGEMENT CO 110.02%0.02%0.02%Q4 2022Q4 20221
Plante Moran Financial Advisors, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Moors & Cabot, Inc. 110.06%0.06%0.06%Q1 2018Q1 20181
Independent Portfolio Consultants, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
BOOTHBAY FUND MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
WBI INVESTMENTS, LLC 115.55%5.55%5.55%Q1 2022Q1 20221
Lee Financial Co 110.00%0.00%0.00%Q1 2019Q1 20191
Hunting Hill Global Capital, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Clearstead Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Cribstone Capital Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
EDMOND DE ROTHSCHILD HOLDING S.A. 110.07%0.07%0.07%Q1 2022Q1 20221
RMB Capital Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Prosperitas Financial LLC 110.72%0.72%0.72%Q3 2023Q3 20231
WealthOne, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Wealthstreet Investment Advisors, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
tru Independence LLC 110.02%0.02%0.02%Q2 2021Q2 20211
BluePath Capital Management, LLC 111.08%1.08%1.08%Q3 2023Q3 20231
Valmark Advisers, Inc. 110.03%0.03%0.03%Q4 2013Q4 20131
Empirical Finance, LLC 110.40%0.40%0.40%Q3 2018Q3 20181
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
SAM Advisors, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
AIFG Consultants Ltd. 111.28%1.28%1.28%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Advisors Capital Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Highland Private Wealth Management 111.29%1.29%1.29%Q1 2018Q1 20181
Geller Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
ACT WEALTH MANAGEMENT, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Asset Dedication, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Virtu Financial LLC 110.04%0.04%0.04%Q2 2018Q2 20181
BASSO CAPITAL MANAGEMENT, L.P. 110.09%0.09%0.09%Q4 2018Q4 20181
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
JFS WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
BANK OF NOVA SCOTIA 110.06%0.06%0.06%Q1 2022Q1 20221
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
SHEPHERD KAPLAN KROCHUK, LLC 110.24%0.24%0.24%Q1 2022Q1 20221
PACIFIC FINANCIAL GROUP INC 110.10%0.10%0.10%Q4 2013Q4 20131
Eldridge Investment Advisors, Inc. 110.34%0.34%0.34%Q2 2023Q2 20231
Flagship Private Wealth, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
McElhenny Sheffield Capital Management, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Dynamic Technology Lab Private Ltd 110.03%0.03%0.03%Q4 2021Q4 20211
Consolidated Portfolio Review Corp 110.09%0.09%0.09%Q1 2023Q1 20231
Alpha DNA Investment Management LLC 110.08%0.08%0.08%Q1 2021Q1 20211
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2015Q1 20151
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
3D ASSET MANAGEMENT, INC 110.09%0.09%0.09%Q2 2020Q2 20201
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Towerpoint Wealth, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Riverview Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
Indie Asset Partners, LLC 110.30%0.30%0.30%Q4 2019Q4 20191
Kistler-Tiffany Companies, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
1 NORTH WEALTH SERVICES LLC 110.12%0.12%0.12%Q4 2019Q4 20191
HIGHLAND CAPITAL MANAGEMENT LP 110.06%0.06%0.06%Q1 2017Q1 20171
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q4 2021Q4 20211
Leading Edge Financial Planning LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Lindbrook Capital, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Nilsine Partners, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
KELLEHER FINANCIAL ADVISORS 110.02%0.02%0.02%Q1 2016Q1 20161
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
TOMPKINS FINANCIAL CORP 110.01%0.01%0.01%Q4 2017Q4 20171
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Key FInancial Inc 110.03%0.03%0.03%Q2 2022Q2 20221
Parcion Private Wealth LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Jump Financial, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Compagnie Lombard Odier SCmA 110.01%0.01%0.01%Q2 2023Q2 20231
Kensington Asset Management, LLC 111.85%1.85%1.85%Q2 2023Q2 20231
RTD Financial Advisors, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
DRAVO BAY LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Legacy Financial Strategies, LLC 112.91%2.91%2.91%Q4 2017Q4 20171
Strategic Wealth Investment Group, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Ground Swell Capital, LLC 1112.76%12.76%12.76%Q4 2021Q4 20211
PFG Investments, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Sharkey, Howes & Javer 110.01%0.01%0.01%Q4 2017Q4 20171
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2014Q1 20141
HARTLINE INVESTMENT CORP/ 110.44%0.44%0.44%Q3 2022Q3 20221
STAPP WEALTH MANAGEMENT, PLLC 110.02%0.02%0.02%Q3 2022Q3 20221
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
JEPPSON WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
StoneX Group Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
AFAM CAPITAL, INC. 110.04%0.04%0.04%Q2 2018Q2 20181
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q1 2019Q1 20191
BANYAN CAPITAL MANAGEMENT, INC. 110.20%0.20%0.20%Q4 2018Q4 20181
Sound Income Strategies, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Great Lakes Retirement, Inc. 110.42%0.42%0.42%Q4 2019Q4 20191
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2022Q3 20221
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CGN Advisors LLC 110.28%0.28%0.28%Q3 2022Q3 20221
Whitnell & Co. 110.00%0.00%0.00%Q2 2013Q2 20131
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
WEST PACES ADVISORS INC. 110.01%0.01%0.01%Q2 2018Q2 20181
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 110.37%0.37%0.37%Q2 2017Q2 20171
Centiva Capital, LP 110.04%0.04%0.04%Q1 2022Q1 20221
CABANA LLC 110.04%0.04%0.04%Q1 2018Q1 20181
OLD SECOND NATIONAL BANK OF AURORA 110.01%0.01%0.01%Q3 2019Q3 20191
MOTCO 110.00%0.00%0.00%Q4 2014Q4 20141
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q3 2016Q3 20161
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Coastal Bridge Advisors, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q3 2018Q3 20181
McClarren Financial Advisors, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
FIDUCIARY TRUST CO 110.04%0.04%0.04%Q4 2022Q4 20221
Nauset Wealth Management. LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Ellevest, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Harbour Capital Advisors, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Hollow Brook Wealth Management LLC 110.22%0.22%0.22%Q4 2019Q4 20191
LAKE STREET ADVISORS GROUP, LLC 110.37%0.37%0.37%Q4 2022Q4 20221
Alpha Cubed Investments, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
HWG Holdings LP 110.00%0.00%0.00%Q2 2018Q2 20181
Harel Insurance Investments & Financial Services Ltd. 110.02%0.02%0.02%Q4 2019Q4 20191
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
PRIVATE CAPITAL MANAGEMENT INC 110.53%0.53%0.53%Q3 2017Q3 20171
Parkside Financial Bank & Trust 110.01%0.01%0.01%Q4 2022Q4 20221
Sandbox Financial Partners, LLC 110.15%0.15%0.15%Q2 2021Q2 20211
Blue Edge Capital, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
BNC WEALTH MANAGEMENT, LLC 110.37%0.37%0.37%Q1 2022Q1 20221
Procyon Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
LJI Wealth Management, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
F3Logic, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
HENGEHOLD CAPITAL MANAGEMENT LLC 111.12%1.12%1.12%Q3 2023Q3 20231
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.19%0.19%0.19%Q1 2022Q1 20221
Crewe Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.02%0.02%0.02%Q4 2021Q4 20211
MJP ASSOCIATES INC /ADV 110.09%0.09%0.09%Q2 2022Q2 20221
North Star Investment Management Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q1 20181
Round Table Services, LLC 110.53%0.53%0.53%Q4 2016Q4 20161
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Horan Securities, Inc. 110.02%0.02%0.02%Q2 2019Q2 20191
THOMPSON DAVIS & CO., INC. 110.18%0.18%0.18%Q4 2021Q4 20211
Texas Capital Bank Wealth Management Services Inc 110.26%0.26%0.26%Q3 2021Q3 20211
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
HNP Capital LLC 110.07%0.07%0.07%Q1 2020Q1 20201
NorthRock Partners, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
FIRST FINANCIAL CORP /IN/ 110.03%0.03%0.03%Q2 2016Q2 20161
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Blue Chip Partners, LLC 110.16%0.16%0.16%Q2 2022Q2 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2022Q4 20221
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Dakota Community Bank & Trust NA 111.26%1.26%1.26%Q4 2022Q4 20221
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Foundations Investment Advisors, LLC 110.10%0.10%0.10%Q2 2018Q2 20181
Allianz Asset Management GmbH 110.00%0.00%0.00%Q4 2020Q4 20201
LBA Wealth Management, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Charter Oak Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Columbus Macro, LLC 110.36%0.36%0.36%Q3 2022Q3 20221
Capstone Triton Financial Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Kohlberg Kravis Roberts & Co. L.P. 110.15%0.15%0.15%Q3 2021Q3 20211
Transform Wealth, LLC 110.05%0.05%0.05%Q2 2019Q2 20191
ROCKLAND TRUST CO 110.03%0.03%0.03%Q1 2022Q1 20221
OLD MISSION CAPITAL, LLC 110.05%0.05%0.05%Q4 2016Q4 20161
Belvedere Advisors LLC 111.17%1.17%1.17%Q1 2019Q1 20191
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
PINNBROOK CAPITAL MANAGEMENT LP 110.96%0.96%0.96%Q4 2021Q4 20211
Relative Value Partners Group, LLC 110.16%0.16%0.16%Q3 2022Q3 20221
Claraphi Advisory Network, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Centurion Wealth Management LLC 110.22%0.22%0.22%Q4 2022Q4 20221
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Narus Financial Partners, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
United Asset Strategies, Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
Aflac Asset Management LLC 11100.00%100.00%100.00%Q4 2021Q4 20211
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2017Q3 20171
External links

This page lists all the filers that currently own SSGA ACTIVE ETF TR or have owned SSGA ACTIVE ETF TR in the past.