SSGA ACTIVE ETF TR shareholder history

Current and past SSGA ACTIVE ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
RAYMOND JAMES & ASSOCIATES 35350.00%0.03%0.09%Q1 2015Q3 202335
ROYAL BANK OF CANADA 35350.00%0.01%0.02%Q1 2015Q3 202335
Summit Asset Management, LLC 35350.13%0.30%0.64%Q1 2015Q3 202335
Capital Advisors, Ltd. LLC 35350.05%0.74%1.40%Q1 2015Q3 202335
BANK OF AMERICA CORP /DE/ 35350.00%0.02%0.04%Q1 2015Q3 202335
Private Advisor Group, LLC 35350.02%0.11%0.31%Q1 2015Q3 202335
UBS Group AG 35350.01%0.05%0.13%Q1 2015Q3 202335
Bouchey Financial Group Ltd 35350.07%4.57%7.54%Q1 2015Q3 202335
HighTower Advisors, LLC 35350.01%0.10%0.18%Q1 2015Q3 202335
JPMORGAN CHASE & CO 35350.00%0.00%0.01%Q1 2015Q3 202335
COLONY GROUP LLC 35350.01%0.18%0.41%Q1 2015Q3 202335
MORGAN STANLEY 35350.00%0.05%0.10%Q1 2015Q3 202335
LPL Financial LLC 35350.01%0.27%0.75%Q1 2015Q3 202335
Family Firm, Inc. 35350.24%1.46%2.28%Q1 2015Q3 202335
CITIGROUP INC 34340.00%0.00%0.00%Q2 2015Q3 202334
McNamara Financial Services, Inc. 34340.51%11.57%19.45%Q2 2015Q3 202334
VICUS CAPITAL 34340.75%2.19%3.43%Q2 2015Q3 202334
Community Bank, N.A. 34340.55%0.99%1.72%Q2 2015Q3 202334
ENVESTNET ASSET MANAGEMENT INC 34340.01%0.07%0.22%Q2 2015Q3 202334
NOTTINGHAM ADVISORS, INC. 34340.55%2.18%5.23%Q2 2015Q3 202334
Tortoise Investment Management, LLC 34340.01%0.04%0.13%Q2 2015Q3 202334
CLIFFORD SWAN INVESTMENT COUNSEL LLC 34340.08%0.18%0.30%Q2 2015Q3 202334
Canal Capital Management, LLC 33330.70%3.31%8.07%Q3 2015Q3 202333
HOLLENCREST CAPITAL MANAGEMENT 33330.14%0.45%0.73%Q3 2015Q3 202333
Freedom Investment Management, Inc. 2940.03%0.20%0.60%Q1 2015Q3 202333
Cetera Advisors LLC 2940.01%0.06%0.17%Q1 2015Q3 202333
OPPENHEIMER & CO INC 33330.01%0.02%0.06%Q3 2015Q3 202333
Raymond James Financial Services Advisors, Inc. 3210.01%0.03%0.08%Q1 2015Q3 202333
Cambridge Investment Research Advisors, Inc. 33330.07%0.35%1.01%Q3 2015Q3 202333
ALBION FINANCIAL GROUP /UT 23100.01%0.40%1.58%Q2 2015Q3 202333
WELLS FARGO & COMPANY/MN 33330.00%0.02%0.05%Q3 2015Q3 202333
CIBC WORLD MARKET INC. 2940.00%0.01%0.02%Q2 2015Q3 202333
OGOREK ANTHONY JOSEPH /NY/ /ADV 33330.03%0.13%0.27%Q3 2015Q3 202333
Alpha Cubed Investments, LLC 32320.92%1.63%3.16%Q4 2015Q3 202332
WEATHERLY ASSET MANAGEMENT L. P. 32320.16%0.99%2.47%Q4 2015Q3 202332
EVERGREEN CAPITAL MANAGEMENT LLC 32320.01%0.31%0.97%Q1 2015Q4 202232
STIFEL FINANCIAL CORP 3020.00%0.01%0.01%Q3 2015Q3 202332
Janney Montgomery Scott LLC 2930.01%0.02%0.11%Q2 2015Q3 202332
Cetera Advisor Networks LLC 32320.01%0.03%0.09%Q4 2015Q3 202332
PNC FINANCIAL SERVICES GROUP, INC. 32320.00%0.00%0.00%Q4 2015Q3 202332
NewSquare Capital LLC 32320.00%1.75%4.61%Q4 2015Q3 202332
PITTENGER & ANDERSON INC 31310.00%0.18%0.54%Q2 2015Q4 202231
MACROVIEW INVESTMENT MANAGEMENT LLC 31310.26%3.28%7.72%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.02%0.10%0.30%Q1 2016Q3 202331
Brinker Capital Investments, LLC 31310.03%2.09%3.87%Q2 2015Q4 202231
PINNACLE ASSOCIATES LTD 31310.01%0.22%0.50%Q1 2016Q3 202331
SeaBridge Investment Advisors LLC 31310.16%0.43%0.73%Q1 2016Q3 202331
ATWOOD & PALMER INC 31310.00%0.01%0.01%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.11%0.48%Q4 2015Q3 202331
TD Capital Management LLC 2650.00%3.35%10.37%Q3 2015Q3 202331
Litman Gregory Wealth Management LLC 2920.40%1.57%2.57%Q4 2015Q3 202331
BALDWIN BROTHERS LLC/MA 30300.01%0.03%0.06%Q3 2016Q4 202330
Bank of New York Mellon Corp 30300.00%0.00%0.01%Q2 2016Q3 202330
Koshinski Asset Management, Inc. 1610.05%0.83%1.93%Q2 2015Q3 202330
Horizon Investments, LLC 2240.05%1.66%4.55%Q2 2015Q3 202330
Pinnacle Wealth Management Advisory Group, LLC 30300.34%1.36%2.53%Q2 2016Q3 202330
Baird Financial Group, Inc. 29290.00%0.01%0.02%Q3 2016Q3 202329
BANK OF MONTREAL /CAN/ 2720.00%0.00%0.00%Q2 2016Q3 202329
Gemmer Asset Management LLC 29290.01%3.36%6.76%Q1 2015Q1 202229
Chicago Partners Investment Group LLC 29290.02%0.24%0.84%Q3 2016Q3 202329
Focused Wealth Management, Inc 2450.00%1.67%8.38%Q2 2016Q3 202329
MARINER INDEPENDENT ADVISOR NETWORK, LLC 2260.02%1.16%3.75%Q3 2015Q3 202228
CAPITAL ADVISORS INC/OK 28280.43%3.05%5.51%Q4 2016Q3 202328
GRIMES & COMPANY, INC. 28280.01%0.66%2.78%Q4 2016Q3 202328
BLAIR WILLIAM & CO/IL 2710.00%0.00%0.01%Q3 2016Q3 202328
Beaumont Financial Partners, LLC 28280.06%1.41%2.36%Q4 2015Q3 202228
Cornerstone Wealth Management, LLC 1210.05%0.28%0.93%Q1 2016Q3 202328
Winfield Associates, Inc. 28280.04%1.12%2.22%Q2 2015Q1 202228
FOUNDERS FINANCIAL SECURITIES LLC 2440.06%1.40%3.91%Q1 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.04%0.13%0.26%Q4 2016Q3 202328
Addison Capital Co 27270.38%0.75%1.39%Q1 2017Q3 202327
CAPTRUST FINANCIAL ADVISORS 2010.00%0.04%0.63%Q3 2015Q3 202327
Miracle Mile Advisors, LLC 2340.01%4.19%9.04%Q2 2015Q1 202227
Jacobi Capital Management LLC 27270.01%0.14%0.22%Q1 2017Q3 202327
ASSETMARK, INC 1980.00%0.04%0.13%Q4 2015Q3 202327
Hartford Financial Management Inc. 27270.21%1.07%3.98%Q1 2017Q3 202327
KEYBANK NATIONAL ASSOCIATION/OH 27270.00%0.00%0.00%Q1 2017Q3 202327
Mariner, LLC 2410.01%0.02%0.04%Q2 2016Q3 202327
MML INVESTORS SERVICES, LLC 26260.00%0.10%0.72%Q2 2017Q3 202326
Global Retirement Partners, LLC 1970.01%0.12%0.33%Q1 2017Q3 202326
Continuum Advisory, LLC 14120.09%0.39%1.52%Q1 2017Q3 202326
Sigma Planning Corp 26260.01%0.02%0.05%Q3 2015Q4 202126
Stratos Wealth Partners, LTD. 1410.01%0.09%0.20%Q3 2016Q2 202326
Janney Capital Management LLC 1930.13%2.58%4.52%Q1 2015Q3 202326
Advisors Preferred, LLC 15110.26%1.14%4.82%Q2 2015Q4 202126
Callan Capital, LLC 25250.40%0.98%1.86%Q3 2017Q3 202325
MCF Advisors LLC 1710.00%0.01%0.03%Q1 2017Q3 202325
Capital Investment Advisory Services, LLC 1210.01%3.38%11.78%Q4 2016Q2 202325
DAVENPORT & Co LLC 25250.00%0.01%0.04%Q3 2017Q3 202325
WEBSTER BANK, N. A. 25250.34%1.12%1.82%Q3 2017Q3 202325
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1820.00%0.00%0.00%Q4 2015Q3 202325
Cetera Investment Advisers 25250.05%0.17%0.36%Q3 2017Q3 202325
MONEYWISE, INC. 25250.24%1.08%1.85%Q3 2016Q3 202225
Bryn Mawr Capital Management, LLC 25250.02%0.19%0.38%Q3 2017Q3 202325
Ballew Advisors, Inc 24240.52%4.58%14.31%Q4 2017Q3 202324
Laird Norton Wetherby Wealth Management, LLC 1910.02%0.03%0.05%Q2 2015Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.11%0.33%Q4 2017Q3 202324
Towerpoint Wealth, LLC 24240.20%3.68%12.04%Q4 2017Q3 202324
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 24240.04%0.10%0.28%Q4 2017Q3 202324
FIRST FOUNDATION ADVISORS 2010.02%0.09%0.30%Q2 2016Q3 202324
Westside Investment Management, Inc. 1510.00%0.08%0.38%Q1 2017Q3 202324
New Potomac Partners, LLC 24241.00%1.61%2.59%Q4 2017Q3 202324
Transamerica Financial Advisors, Inc. 1610.11%0.31%0.98%Q1 2015Q3 202324
GAMBLE JONES INVESTMENT COUNSEL 24240.18%0.73%1.16%Q1 2017Q4 202224
Verdence Capital Advisors LLC 24240.06%0.11%0.19%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.04%0.20%0.40%Q4 2017Q3 202324
ACG Wealth 2310.04%0.80%2.30%Q2 2015Q3 202224
All Terrain Financial Advisors, LLC 24240.10%0.41%0.79%Q4 2017Q3 202324
LEVEL FOUR ADVISORY SERVICES, LLC 2130.05%0.97%2.14%Q4 2016Q3 202324
Fragasso Group Inc. 1810.03%0.07%0.43%Q4 2016Q1 202323
LexAurum Advisors, LLC 1940.08%0.63%1.01%Q4 2017Q3 202323
Steward Partners Investment Advisory, LLC 1850.00%0.02%0.07%Q3 2017Q3 202323
Occidental Asset Management, LLC 23231.34%4.75%6.55%Q2 2015Q4 202023
CWM, LLC 1110.00%0.00%0.01%Q2 2016Q3 202323
CALTON & ASSOCIATES, INC. 23230.21%0.48%0.81%Q4 2017Q2 202323
Keystone Financial Group 2120.49%0.93%1.30%Q4 2017Q3 202323
Advisory Services Network, LLC 1310.00%0.02%0.13%Q3 2015Q1 202323
CABOT WEALTH MANAGEMENT INC 23230.36%0.83%1.07%Q1 2015Q3 202023
TOTH FINANCIAL ADVISORY CORP 22220.00%0.00%0.01%Q4 2017Q1 202322
RPg Family Wealth Advisory, LLC 1610.00%0.11%0.71%Q4 2015Q1 202222
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2010.27%1.98%9.57%Q4 2017Q3 202322
SNS Financial Group, LLC 22220.14%0.43%0.80%Q3 2015Q4 202022
Avitas Wealth Management LLC 22220.19%0.26%0.44%Q2 2018Q3 202322
Patriot Financial Group Insurance Agency, LLC 1660.00%0.02%0.06%Q4 2016Q2 202222
AdvisorNet Financial, Inc 1250.00%0.12%0.38%Q4 2017Q3 202322
Cribstone Capital Management, LLC 22221.74%4.25%6.72%Q3 2017Q4 202222
StoneX Group Inc. 22220.14%0.50%1.65%Q3 2016Q4 202122
Dakota Wealth Management 21210.02%0.18%0.50%Q2 2017Q2 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.05%Q3 2018Q3 202321
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21210.02%0.09%0.27%Q3 2018Q3 202321
AMERICAN NATIONAL BANK 1290.01%0.16%0.40%Q4 2015Q3 202321
Perennial Advisors, LLC 1290.06%0.39%0.97%Q4 2016Q3 202221
Fernwood Investment Management, LLC 21210.10%0.31%0.51%Q1 2018Q1 202321
CreativeOne Wealth, LLC 21210.07%0.19%0.47%Q3 2018Q3 202321
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21212.45%4.68%7.64%Q4 2017Q4 202221
Institute for Wealth Management, LLC. 1920.04%0.53%5.41%Q3 2015Q4 202121
American Research & Management Co. 1380.00%0.00%0.01%Q2 2017Q3 202221
Pinnacle Bancorp, Inc. 2010.02%0.06%0.11%Q1 2017Q3 202321
SYM FINANCIAL Corp 1920.06%0.21%1.01%Q4 2017Q3 202321
REILLY FINANCIAL ADVISORS, LLC 20200.00%0.01%0.01%Q3 2016Q2 202120
Strategic Investment Advisors / MI 20200.09%0.95%2.24%Q4 2018Q3 202320
Capital Analysts, LLC 20200.01%0.04%0.14%Q4 2018Q3 202320
First Allied Advisory Services, Inc. 20200.04%0.14%0.38%Q4 2015Q3 202020
Allworth Financial LP 1810.00%0.02%0.05%Q2 2017Q1 202320
American Portfolios Advisors 20200.57%0.75%0.94%Q4 2017Q3 202220
IHT Wealth Management, LLC 1110.00%0.05%0.11%Q4 2016Q1 202220
Strategic Family Wealth Counselors, L.L.C. 20200.19%0.41%1.33%Q4 2018Q3 202320
Jackson Hole Capital Partners, LLC 20200.19%0.54%1.23%Q4 2018Q3 202320
Atria Investments, Inc 20200.03%0.17%0.38%Q4 2015Q3 202020
RESTON WEALTH MANAGEMENT LLC 20200.54%3.59%9.10%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.00%4.80%12.82%Q4 2018Q3 202320
LADENBURG THALMANN FINANCIAL SERVICES INC. 20200.00%0.76%1.00%Q1 2015Q4 201920
Aspire Private Capital, LLC 20200.00%3.21%9.88%Q4 2018Q3 202320
Cooper Financial Group 20200.31%0.43%0.78%Q4 2018Q3 202320
JANE STREET GROUP, LLC 1110.00%0.01%0.08%Q1 2015Q3 202320
Peak Financial Management, Inc. 1910.15%0.69%1.41%Q4 2017Q2 202320
DT Investment Partners, LLC 20200.06%5.01%10.37%Q2 2015Q1 202020
Winslow, Evans & Crocker, Inc. 19190.00%0.03%0.11%Q2 2016Q4 202019
OLD MISSION CAPITAL LLC 410.01%0.12%0.56%Q2 2016Q3 202319
Western Wealth Management, LLC 1180.03%0.08%0.15%Q4 2018Q3 202319
GREENWOOD CAPITAL ASSOCIATES LLC 19190.05%0.81%2.57%Q4 2018Q2 202319
1834 INVESTMENT ADVISORS CO 19190.00%0.04%0.06%Q4 2017Q2 202219
Parallel Advisors, LLC 1010.00%0.00%0.04%Q4 2016Q3 202319
Quantitative Advantage, LLC 19191.47%2.46%3.93%Q3 2018Q1 202319
Homrich & Berg 19190.02%0.06%0.20%Q1 2017Q3 202119
Carlton Hofferkamp & Jenks Wealth Management, LLC 19190.47%1.17%2.07%Q1 2019Q3 202319
Archer Investment Corp 1090.02%0.04%0.08%Q4 2018Q3 202319
THRIVENT FINANCIAL FOR LUTHERANS 19190.00%0.00%0.01%Q1 2019Q3 202319
Winthrop Advisory Group LLC 19190.09%7.86%17.51%Q4 2017Q2 202219
Rockefeller Capital Management L.P. 19190.00%0.00%0.01%Q1 2019Q3 202319
GREATMARK INVESTMENT PARTNERS, INC. 19190.06%0.37%0.66%Q4 2017Q2 202219
TSFG, LLC 19190.00%0.07%0.16%Q1 2019Q3 202319
Financial Gravity Asset Management, Inc. 1130.00%0.13%1.08%Q1 2018Q2 202319
FMR LLC 1010.00%0.00%0.00%Q3 2018Q3 202319
Harbour Capital Advisors, LLC 1360.10%0.25%0.42%Q2 2015Q1 202019
Smart Portfolios, LLC 1440.25%0.48%0.80%Q1 2019Q3 202318
BB&T SECURITIES, LLC 18180.01%0.03%0.07%Q2 2015Q3 201918
CITIZENS FINANCIAL GROUP INC/RI 1710.00%0.02%0.03%Q1 2019Q3 202318
Shamrock Asset Management LLC 18180.03%0.75%2.22%Q2 2015Q3 201918
Citadel Advisors 610.00%0.00%0.01%Q2 2016Q3 202318
VALLEY NATIONAL ADVISERS INC 18180.05%2.71%6.50%Q2 2019Q3 202318
Alliance Wealth Management Group 1170.06%4.94%26.43%Q2 2016Q4 202118
OneDigital Investment Advisors LLC 1350.01%0.06%0.14%Q2 2017Q4 202118
Next Capital Management LLC 18180.19%0.47%0.79%Q4 2018Q1 202318
COMERICA BANK 1710.00%0.00%0.01%Q4 2018Q3 202318
TRUST CO OF VIRGINIA /VA 18180.02%0.63%1.07%Q3 2015Q4 201918
ADVANTAGE INVESTMENT MANAGEMENT, LLC 18180.00%0.06%0.40%Q2 2015Q3 201918
OXFORD FINANCIAL GROUP, LTD. LLC 18180.03%0.10%0.22%Q4 2016Q1 202118
Vestmark Advisory Solutions, Inc. 18180.06%0.15%0.29%Q1 2019Q2 202318
Estate Counselors, LLC 18180.16%0.60%1.66%Q1 2019Q2 202318
WEDBUSH SECURITIES INC 17170.05%0.15%0.29%Q1 2015Q1 201917
AE Wealth Management LLC 1610.00%0.03%0.20%Q2 2017Q4 202117
Bay Harbor Wealth Management, LLC 17170.03%1.09%3.20%Q4 2018Q4 202217
Parkside Financial Bank & Trust 1250.01%0.02%0.03%Q3 2015Q1 202217
MOTCO 17170.01%0.04%0.06%Q3 2019Q3 202317
Cardan Capital Partners, LLC 17170.38%1.32%2.18%Q4 2015Q4 201917
Vantage Financial Partners Ltd., Inc. 1430.13%0.48%1.55%Q1 2019Q2 202317
ARKANSAS FINANCIAL GROUP, INC. 17170.13%1.69%2.62%Q4 2016Q4 202017
PROFFITT & GOODSON INC 17170.00%0.02%0.03%Q3 2018Q3 202217
Pacifica Partners Inc. 17170.05%0.12%0.21%Q4 2019Q4 202317
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q4 2015Q4 202217
Mutual Advisors, LLC 1340.01%0.12%0.33%Q3 2018Q3 202317
Stratos Wealth Advisors, LLC 17170.03%0.22%0.57%Q4 2018Q4 202217
AJ WEALTH STRATEGIES, LLC 17170.13%1.78%9.11%Q2 2019Q2 202317
DELTEC ASSET MANAGEMENT LLC 1240.04%0.05%0.06%Q4 2017Q3 202316
BCS Wealth Management 16160.90%1.65%2.37%Q4 2019Q3 202316
IFG Advisory, LLC 1150.06%0.40%1.00%Q2 2018Q1 202316
Lido Advisors, LLC 16160.00%0.01%0.02%Q4 2018Q3 202216
Ford Financial Group, LLC 1510.04%0.93%5.52%Q4 2017Q4 202216
John W. Brooker & Co., CPAs 16161.91%6.60%14.36%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
First City Capital Management, Inc. 16160.19%0.28%0.40%Q4 2019Q3 202316
Global Trust Asset Management, LLC 16160.00%0.01%0.02%Q4 2017Q3 202116
Krilogy Financial LLC 16160.03%1.10%1.89%Q2 2019Q1 202316
WealthTrust Fairport, LLC 16160.37%0.43%0.53%Q2 2015Q1 201916
HOWARD FINANCIAL SERVICES, LTD. 16160.30%1.00%3.01%Q4 2019Q3 202316
Essex Private Wealth Management, LLC 16161.60%3.70%8.33%Q4 2019Q3 202316
B. Riley Wealth Management, Inc. 16160.00%0.16%0.25%Q3 2018Q2 202216
Blue Zone Wealth Advisors, LLC 16160.28%2.71%9.36%Q4 2019Q3 202316
EWG Elevate Inc. 16161.62%2.06%2.82%Q4 2019Q3 202316
HC FINANCIAL ADVISORS INC 1513.32%6.23%11.54%Q1 2018Q2 202216
CX Institutional 1410.00%0.94%2.06%Q2 2018Q2 202215
Orion Portfolio Solutions, LLC 15150.11%0.30%0.96%Q1 2020Q3 202315
Samalin Investment Counsel, LLC 15150.14%0.53%0.83%Q4 2019Q2 202315
Hummer Financial Advisory Services Inc 1320.42%0.51%0.77%Q4 2019Q3 202315
Savant Capital, LLC 15150.01%0.05%0.18%Q1 2020Q3 202315
CAHILL FINANCIAL ADVISORS INC 1410.00%1.22%1.69%Q2 2015Q3 202115
BDO Wealth Advisors, LLC 1050.00%0.01%0.04%Q2 2017Q3 202115
Advisor Group, Inc. 15150.04%0.10%0.17%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.17%0.28%0.48%Q1 2020Q3 202315
Essex Financial Services, Inc. 1210.04%0.09%0.18%Q4 2017Q3 202215
AVIANCE CAPITAL MANAGEMENT, LLC 15150.19%0.25%0.31%Q3 2015Q1 201915
TMD & ASSOCIATES, INC 15156.92%10.37%13.45%Q4 2015Q2 201915
Aveo Capital Partners, LLC 1110.07%0.31%0.95%Q3 2019Q3 202315
Sheaff Brock Investment Advisors, LLC 15150.02%0.03%0.04%Q4 2015Q2 201915
Newman Dignan & Sheerar, Inc. 15150.06%0.31%1.82%Q1 2020Q3 202315
Kovack Advisors, Inc. 1320.02%0.23%0.65%Q4 2017Q1 202215
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1410.02%0.10%0.15%Q2 2018Q3 202315
True North Advisors, LLC 15150.10%1.14%9.25%Q1 2020Q3 202315
HL FINANCIAL SERVICES LLC 14140.01%0.02%0.03%Q4 2015Q1 201914
Global Financial Private Capital, Inc 14140.66%1.57%3.41%Q1 2017Q2 202014
ASPIRIANT, LLC 14140.03%0.16%0.29%Q1 2017Q2 202014
Partnervest Advisory Services LLC 14140.09%0.78%1.35%Q4 2015Q1 201914
Abbot Financial Management, Inc. 14140.22%0.61%1.39%Q2 2019Q3 202214
SVA Wealth Management, LLC 1110.05%0.41%0.75%Q4 2015Q4 202014
Integrated Wealth Concepts LLC 14140.01%0.04%0.07%Q1 2019Q2 202214
Brouwer & Janachowski, LLC 1310.67%1.91%2.69%Q4 2016Q3 202114
Aries Wealth Management 1220.13%0.16%0.19%Q1 2019Q3 202214
QP WEALTH MANAGEMENT, LLC 540.21%0.32%0.52%Q4 2019Q3 202314
PagnatoKarp Partners LLC 14140.08%0.58%5.69%Q4 2016Q1 202014
ETRADE Capital Management LLC 14140.01%0.05%0.08%Q2 2017Q3 202014
Strategic Blueprint, LLC 1310.04%1.71%3.25%Q3 2019Q1 202314
PERRITT CAPITAL MANAGEMENT INC 1040.00%0.92%2.20%Q4 2017Q3 202314
Wagner Wealth Management, LLC 1040.00%0.21%0.82%Q4 2017Q1 202314
NTV ASSET MANAGEMENT LLC 14140.09%0.13%0.20%Q2 2020Q3 202314
BRINKER CAPITAL INC 13130.42%2.13%4.19%Q3 2015Q3 201813
KCS Wealth Advisory 13130.14%0.66%1.59%Q1 2018Q1 202113
Cornell Pochily Investment Advisors, Inc. 13130.20%0.30%0.47%Q3 2020Q3 202313
Pasadena Private Wealth, LLC 1030.42%1.17%2.66%Q2 2019Q2 202313
Financial Advantage, Inc. 1210.11%0.20%0.32%Q3 2017Q3 202113
Paragon Wealth Strategies, LLC 13130.10%4.53%7.83%Q4 2016Q4 201913
Family Management Corp 13130.06%0.17%0.47%Q3 2020Q3 202313
Meridian Financial Partners LLC 13130.14%15.25%20.37%Q4 2018Q4 202113
CENTAURUS FINANCIAL, INC. 13130.03%0.06%0.16%Q4 2017Q4 202013
Connecticut Wealth Management, LLC 13130.09%0.38%0.56%Q3 2020Q3 202313
MANUFACTURERS LIFE INSURANCE COMPANY, THE 13130.00%0.00%0.00%Q3 2015Q3 201813
Gerber Kawasaki Wealth & Investment Management 1010.00%0.90%1.75%Q4 2015Q3 202113
NORTHERN CAPITAL MANAGEMENT LLC 13130.09%0.37%0.77%Q4 2015Q4 201813
Curtis Advisory Group, LLC 12120.50%1.00%1.52%Q4 2019Q3 202212
Jaffetilchin Investment Partners, LLC 610.05%0.13%0.45%Q3 2015Q4 201912
Main Street Financial Solutions, LLC 12121.18%1.72%2.03%Q4 2020Q3 202312
PFS INVESTMENTS INC. 930.28%1.63%3.20%Q4 2017Q2 202312
InTrack Investment Management Inc 12120.18%0.93%1.95%Q4 2020Q3 202312
Faithward Advisors, LLC 12120.04%0.15%0.35%Q3 2019Q2 202212
Outlook Wealth Advisors, LLC 12120.25%0.34%0.60%Q1 2020Q4 202212
PRINCIPAL FINANCIAL GROUP INC 12120.00%0.00%0.00%Q4 2018Q3 202112
Charter Oak Capital Management, LLC 12120.04%0.40%0.69%Q4 2020Q3 202312
Curi Wealth Management, LLC 12120.72%1.24%1.72%Q4 2020Q3 202312
Qube Research & Technologies Ltd 1010.00%0.16%1.08%Q1 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Shepherd Financial Partners LLC 12120.16%0.57%0.92%Q4 2016Q3 201912
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 12120.23%0.26%0.28%Q4 2016Q3 201912
Lucia Wealth Services, LLC 12120.08%0.58%1.77%Q4 2017Q3 202012
LVW Advisors, LLC 12120.10%0.19%0.26%Q4 2015Q3 201812
PETERSON WEALTH MANAGEMENT 12121.82%5.31%9.07%Q4 2019Q3 202212
Financial Avengers, Inc. 12120.02%0.03%0.09%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.01%0.01%Q4 2020Q3 202312
Delta Investment Management, LLC 12120.12%0.38%0.75%Q4 2020Q3 202312
BELLEVUE ASSET MANAGEMENT, LLC 1110.01%0.02%0.07%Q1 2020Q3 202312
ADE, LLC 12120.15%0.19%0.23%Q4 2020Q3 202312
Harvest Investment Services, LLC 12120.31%0.54%1.18%Q4 2018Q3 202112
TWO SIGMA SECURITIES, LLC 510.00%0.03%0.30%Q4 2015Q1 202212
Waterfront Wealth Inc. 12120.10%0.43%0.66%Q4 2020Q3 202312
FIFTH THIRD BANCORP 910.00%0.00%0.00%Q2 2016Q4 202112
Wealthcare Advisory Partners LLC 1110.00%0.01%0.01%Q3 2017Q1 202112
DOCK STREET ASSET MANAGEMENT INC 12120.04%2.24%3.20%Q4 2020Q3 202312
Johnson Bixby & Associates, LLC 12124.39%7.70%9.77%Q4 2020Q3 202312
Barry Investment Advisors, LLC 12120.53%4.90%7.27%Q4 2020Q3 202312
Center For Asset Management LLC 12120.23%0.65%1.18%Q4 2020Q3 202312
VisionPoint Advisory Group, LLC 810.02%0.52%1.14%Q3 2019Q3 202311
Fortis Advisors, LLC 11110.10%0.98%4.44%Q1 2021Q3 202311
Commonwealth Equity Services, Inc 11110.00%0.22%0.37%Q1 2015Q3 201711
ALTFEST L J & CO INC 830.03%0.09%0.28%Q4 2016Q3 202311
Stonehearth Capital Management, LLC 1010.12%0.91%1.72%Q4 2016Q1 202211
Tidal Investments LLC 11110.03%0.06%0.18%Q1 2020Q3 202211
Baystate Wealth Management LLC 11110.00%0.00%0.00%Q4 2020Q2 202311
Cypress Wealth Advisors LLC 11110.67%3.18%5.47%Q2 2015Q4 201711
JNBA Financial Advisors 1010.00%0.00%0.00%Q3 2016Q4 202011
Kestra Advisory Services, LLC 740.00%0.01%0.02%Q3 2020Q3 202311
Ancora Advisors LLC 610.00%0.01%0.02%Q4 2016Q1 202111
First Heartland Consultants, Inc. 11110.03%0.05%0.06%Q1 2019Q3 202111
Fusion Capital, LLC 11112.17%3.98%5.86%Q4 2019Q2 202211
Virtu Financial LLC 410.02%0.13%0.82%Q3 2017Q3 202311
SYNOVUS FINANCIAL CORP 1010.00%0.00%0.00%Q1 2017Q2 202011
Visionary Wealth Advisors 11110.19%0.26%0.52%Q1 2021Q3 202311
MGO ONE SEVEN LLC 610.01%0.05%0.10%Q4 2017Q1 202211
Minot Wealth Management LLC 11110.20%1.31%3.26%Q4 2019Q2 202211
Maltin Wealth Management, Inc. 11110.16%0.39%0.50%Q4 2019Q2 202211
M&T BANK CORP 910.00%0.01%0.01%Q2 2015Q2 202111
EQ LLC 11110.44%0.59%0.88%Q4 2020Q2 202311
Sargent Bickham Lagudis LLC 830.00%0.00%0.00%Q2 2017Q1 202211
GREAT VALLEY ADVISOR GROUP, INC. 10100.20%0.25%0.34%Q2 2021Q3 202310
MERCER GLOBAL ADVISORS INC /ADV 640.00%0.02%0.04%Q4 2019Q3 202310
Lake Point Wealth Management 520.00%0.14%1.28%Q4 2018Q2 202210
AFFINITY WEALTH MANAGEMENT LLC 10101.66%4.83%8.69%Q2 2015Q3 201710
Goldstein Munger & Associates 10100.21%0.52%0.73%Q3 2018Q4 202010
Private Capital Group, LLC 550.00%0.01%0.02%Q3 2019Q1 202210
Venturi Wealth Management, LLC 10100.90%1.12%1.40%Q4 2015Q1 201810
HARVEST VOLATILITY MANAGEMENT LLC 820.01%2.03%19.53%Q4 2020Q3 202310
Stone House Investment Management, LLC 10102.00%3.29%4.63%Q4 2016Q1 201910
Leicht Financial Planning & Wealth Management, Inc. 10103.13%5.47%8.31%Q2 2020Q3 202210
Blue Edge Capital, LLC 10100.05%0.07%0.12%Q4 2018Q1 202110
Greenwich Wealth Management LLC 10100.07%0.21%0.34%Q1 2016Q2 201810
HUTCHENS INVESTMENT MANAGEMENT INC 640.00%0.50%0.70%Q2 2015Q4 201710
UNITED CAPITAL FINANCIAL ADVISORS, LLC 10100.00%0.01%0.02%Q3 2017Q4 201910
United Asset Strategies, Inc. 910.06%0.10%0.13%Q2 2015Q4 201710
USCA RIA LLC 10100.09%0.12%0.15%Q2 2015Q3 201710
SimpliFi, Inc. 10102.76%20.02%24.10%Q4 2017Q1 202010
Trilogy Capital Inc. 10100.02%0.03%0.04%Q2 2021Q3 202310
Accel Wealth Management 10100.02%0.03%0.04%Q4 2020Q1 202310
Kingsview Wealth Management, LLC 730.01%0.02%0.03%Q2 2020Q4 202210
Triumph Capital Management 10100.18%0.20%0.24%Q2 2021Q3 202310
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 730.01%0.95%4.25%Q1 2021Q3 202310
Huber Financial Advisors, LLC 10100.44%0.57%0.70%Q4 2017Q1 202010
One Capital Management, LLC 10100.33%0.97%1.41%Q2 2021Q3 202310
Stratos Investment Management, LLC 10100.06%0.18%0.29%Q2 2020Q3 202210
NATIONAL PLANNING CORP 10100.03%0.24%0.56%Q2 2015Q3 201710
Procyon Advisors, LLC 10100.12%0.29%0.46%Q4 2019Q1 202210
Opal Wealth Advisors, LLC 10100.23%0.38%0.68%Q1 2021Q2 202310
Your Advocates Ltd., LLP 10100.00%0.04%0.30%Q1 2021Q2 202310
Prospera Financial Services Inc 10100.01%0.02%0.04%Q1 2021Q2 202310
Towercrest Capital Management 730.04%0.13%0.70%Q2 2018Q4 202110
DEUTSCHE BANK AG\ 10100.00%0.00%0.00%Q4 2018Q1 202110
Arkadios Wealth Advisors 990.10%0.44%1.12%Q2 2020Q2 20229
PARAMETRIC PORTFOLIO ASSOCIATES LLC 990.00%0.00%0.00%Q1 2016Q1 20189
Gradient Investments LLC 310.00%0.00%0.00%Q4 2015Q1 20239
Wealth Alliance 990.05%0.92%2.19%Q4 2019Q4 20219
Cornerstone Advisory, LLC 610.00%0.36%0.77%Q4 2019Q3 20239
McElhenny Sheffield Capital Management, LLC 990.13%0.19%0.28%Q3 2021Q3 20239
BlackRock Inc. 410.00%0.00%0.00%Q4 2017Q4 20229
TWIN FOCUS CAPITAL PARTNERS, LLC 810.07%0.14%0.17%Q1 2017Q4 20199
Beacon Pointe Advisors, LLC 990.00%0.03%0.08%Q1 2020Q1 20229
Castleview Partners, LLC 810.00%0.14%0.36%Q1 2018Q3 20239
Ledyard National Bank 990.00%0.05%0.13%Q4 2016Q4 20189
MBL Wealth, LLC 710.18%0.96%1.32%Q1 2021Q3 20239
J.P. Morgan Private Wealth Advisors LLC 630.00%0.00%0.01%Q2 2016Q3 20189
Cypress Wealth Services, LLC 990.13%0.42%0.72%Q4 2017Q4 20199
Corbenic Partners LLC 990.46%1.71%3.68%Q2 2020Q2 20229
Reitz Capital Advisors LLC 990.11%9.00%14.12%Q4 2018Q4 20209
Aufman Associates Inc 990.17%0.19%0.22%Q3 2021Q3 20239
M Holdings Securities, Inc. 810.06%0.47%0.79%Q2 2017Q1 20209
Verition Fund Management LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Shilanski & Associates, Inc. 991.25%1.50%1.89%Q2 2020Q2 20229
FLAGSTAR ADVISORS INC 990.23%0.29%0.34%Q3 2021Q3 20239
Investors Financial Group, LLC 990.20%0.38%0.58%Q4 2019Q4 20219
Koss-Olinger Consulting, LLC 810.03%0.10%0.34%Q1 2021Q3 20239
First Capital Advisors Group, LLC. 990.19%2.23%5.16%Q4 2016Q4 20189
Kingfisher Capital LLC 991.50%1.94%2.51%Q4 2019Q4 20219
ENTERPRISE FINANCIAL SERVICES CORP 990.00%0.00%0.01%Q1 2019Q1 20219
HARBOUR INVESTMENTS, INC. 410.00%0.02%0.06%Q1 2021Q3 20239
Capital Wealth Alliance, LLC 990.48%0.94%1.58%Q4 2019Q4 20219
VERUS CAPITAL PARTNERS, LLC 720.01%0.40%2.37%Q4 2019Q3 20239
EPG Wealth Management LLC 420.06%0.12%0.25%Q1 2020Q1 20239
Intersect Capital LLC 990.04%0.06%0.10%Q3 2019Q3 20219
Golden State Wealth Management, LLC 410.02%0.10%0.25%Q1 2019Q1 20229
Spinnaker Investment Group, LLC 886.40%8.52%11.66%Q4 2021Q3 20238
VIRIDIAN RIA, LLC 620.07%0.15%0.30%Q1 2020Q1 20228
Morton Brown Family Wealth, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Pacific Center for Financial Services 880.37%5.75%8.24%Q4 2016Q3 20188
Paladin Advisory Group, LLC 880.00%0.80%2.20%Q4 2021Q3 20238
TUCKER ASSET MANAGEMENT LLC 530.00%0.03%0.16%Q4 2020Q2 20238
Realta Investment Advisors 420.03%0.21%0.54%Q1 2019Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Bridge Advisory, LLC 880.14%0.69%1.50%Q4 2020Q3 20228
SeaCrest Wealth Management, LLC 620.00%0.02%0.07%Q4 2017Q4 20198
Simplicity Solutions, LLC 410.01%0.09%0.24%Q3 2015Q2 20208
Aft, Forsyth & Sober, LLC 880.71%5.13%13.54%Q4 2019Q3 20218
SENTINEL PENSION ADVISORS INC 880.18%0.22%0.29%Q1 2020Q4 20218
MSI Financial Services Inc 880.17%0.48%1.00%Q1 2015Q4 20168
Prime Capital Investment Advisors, LLC 510.01%0.06%0.14%Q1 2020Q3 20238
BNP PARIBAS FINANCIAL MARKETS 420.00%0.00%0.00%Q1 2018Q3 20238
NORTHEAST INVESTMENT MANAGEMENT 880.02%0.02%0.03%Q1 2016Q4 20178
Collaborative Wealth Managment Inc. 610.56%0.89%1.11%Q1 2021Q3 20238
AVANTAX ADVISORY SERVICES, INC. 710.00%0.01%0.01%Q3 2020Q4 20228
Laraway Financial Advisors Inc 880.21%0.27%0.33%Q4 2021Q3 20238
Holistic Financial Partners 880.66%4.04%7.44%Q4 2017Q3 20198
Price Wealth, LLC 880.02%0.02%0.03%Q2 2018Q1 20208
DIVIDEND ASSETS CAPITAL, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 880.04%0.05%0.06%Q2 2017Q1 20198
HB Wealth Management, LLC 880.06%0.11%0.18%Q4 2021Q3 20238
Spire Wealth Management 530.00%0.00%0.00%Q1 2021Q3 20238
Hofer & Associates. Inc 880.29%0.31%0.38%Q4 2021Q3 20238
Financial Sense Advisors, Inc. 440.12%1.10%4.23%Q2 2016Q3 20188
Washington Trust Advisors, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Steinberg Global Asset Management 881.69%1.82%1.90%Q1 2016Q4 20178
Cerity Partners LLC 880.01%0.08%0.16%Q4 2021Q3 20238
Enterprise Trust & Investment Co 880.00%0.01%0.01%Q2 2019Q1 20218
NEXT Financial Group, Inc 620.00%0.01%0.02%Q4 2019Q4 20218
Polaris Wealth Advisory Group, LLC 520.60%1.57%3.97%Q2 2017Q1 20207
Semmax Financial Advisors Inc. 770.01%0.03%0.09%Q4 2018Q2 20207
Demars Financial Group, LLC 770.15%0.56%0.75%Q1 2020Q3 20217
TRUIST FINANCIAL CORP 610.00%0.00%0.00%Q4 2019Q3 20237
IFC Holdings Incorporated/FL 770.02%0.04%0.06%Q2 2016Q4 20177
Creative Planning 410.00%0.00%0.00%Q1 2015Q3 20237
Bison Wealth, LLC 610.16%0.50%0.77%Q3 2015Q3 20177
Financial Engines Advisors L.L.C. 770.00%0.00%0.00%Q1 2022Q3 20237
Frontier Wealth Management LLC 770.02%0.02%0.03%Q2 2020Q4 20217
First Horizon Advisors, Inc. 410.00%0.00%0.00%Q3 2019Q3 20237
DB Wealth Management Group, LLC 610.01%0.12%0.34%Q4 2020Q3 20237
SOL Capital Management CO 770.31%0.35%0.39%Q1 2018Q3 20197
J.W. COLE ADVISORS, INC. 610.09%0.13%0.18%Q4 2019Q3 20217
STRINGER ASSET MANAGEMENT, LLC 610.50%1.64%2.44%Q2 2015Q2 20207
AVALON CAPITAL MANAGEMENT 430.47%7.68%14.47%Q4 2018Q3 20207
ICA Group Wealth Management, LLC 770.73%0.85%1.03%Q1 2022Q3 20237
Argentus Capital Management, LLC 770.09%0.34%0.49%Q1 2015Q3 20167
SEI INVESTMENTS CO 430.00%0.00%0.00%Q3 2016Q2 20187
LBA Wealth Management, LLC 770.06%0.09%0.15%Q3 2015Q1 20177
Financial Strategies Group, Inc. 770.09%0.14%0.22%Q1 2022Q3 20237
MEANS INVESTMENT CO., INC. 770.06%0.09%0.15%Q4 2018Q2 20207
TFC Financial Management, Inc. 770.02%0.11%0.16%Q4 2020Q2 20227
Concert Wealth Management Inc. 770.11%0.26%0.39%Q2 2015Q4 20167
Northwest Quadrant Wealth Management, LLC 773.42%3.86%4.93%Q4 2016Q2 20187
Ellis Investment Partners, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Guardian Financial Partners, LLC 611.10%1.24%1.32%Q4 2021Q3 20237
Northwest Bancshares, Inc. 770.09%0.39%0.86%Q2 2020Q4 20217
Ausdal Financial Partners, Inc. 310.07%0.19%0.30%Q4 2015Q3 20237
Raleigh Capital Management Inc. 520.05%0.18%0.37%Q4 2021Q3 20237
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Covington Capital Management 320.00%0.03%0.09%Q3 2018Q4 20217
Fluent Financial, LLC 770.28%0.32%0.35%Q4 2017Q2 20197
THOROUGHBRED FINANCIAL SERVICES, LLC 770.03%0.09%0.15%Q1 2022Q3 20237
COLTON GROOME FINANCIAL ADVISORS, LLC 430.73%2.26%5.25%Q2 2019Q3 20237
Epstein & White Financial LLC 770.11%1.20%5.40%Q4 2017Q2 20197
Lehman Financial Resources, Inc. 771.33%1.48%1.62%Q1 2017Q3 20187
Renaissance Technologies 430.00%0.00%0.01%Q3 2020Q2 20227
Integrated Wealth Management 770.83%1.06%1.24%Q3 2015Q1 20177
Vectors Research Management, LLC 770.01%0.01%0.01%Q3 2018Q1 20207
Risk Paradigm Group, LLC 771.16%1.62%1.87%Q3 2016Q1 20187
HORIZON FINANCIAL SERVICES, LLC 660.01%4.34%8.20%Q3 2020Q4 20216
VALLEY WEALTH MANAGERS, INC. 660.00%0.03%0.04%Q2 2022Q3 20236
US BANCORP \DE\ 410.00%0.00%0.00%Q3 2017Q3 20236
Atlas Private Wealth Management, LLC 660.01%0.01%0.02%Q4 2019Q1 20216
Moors & Cabot, Inc. 660.04%0.04%0.04%Q3 2016Q4 20176
Investors Research Corp 660.01%0.01%0.01%Q2 2022Q3 20236
Atlas Private Wealth Advisors 660.01%0.01%0.01%Q2 2020Q3 20216
Quadrant Capital Management, LLC 663.65%6.78%9.93%Q2 2015Q3 20166
McCarthy Asset Management, Inc. 660.01%0.02%0.03%Q4 2020Q1 20226
RWA WEALTH PARTNERS, LLC 660.02%0.84%1.43%Q1 2017Q2 20186
Cavalier Investments, LLC 330.16%0.40%0.66%Q1 2017Q1 20196
Merit Financial Group, LLC 420.02%0.15%0.39%Q4 2021Q3 20236
Golden State Equity Partners 661.04%1.52%2.95%Q4 2020Q1 20226
FDx Advisors, Inc. 510.01%0.02%0.03%Q2 2015Q4 20176
Atria Wealth Solutions, Inc. 420.01%0.01%0.01%Q1 2022Q3 20236
Aptus Capital Advisors, LLC 410.00%0.00%0.00%Q4 2019Q3 20236
Lee Capital Holdings LLC 420.17%0.40%0.66%Q2 2018Q4 20196
Berman Capital Advisors, LLC 660.00%0.03%0.07%Q4 2018Q1 20206
US FINANCIAL ADVISORS, LLC 330.03%0.61%1.20%Q4 2015Q2 20216
PRIVATE TRUST CO NA 660.03%0.05%0.07%Q2 2022Q3 20236
AllSquare Wealth Management LLC 660.01%0.01%0.04%Q4 2017Q1 20196
SCOTIA CAPITAL INC. 660.01%0.01%0.02%Q1 2019Q2 20206
Karn, Couzens & Associates, Inc. 660.19%0.25%0.31%Q4 2020Q1 20226
Hefty Wealth Partners 661.46%1.54%1.70%Q4 2016Q1 20186
Financial Management Professionals, Inc. 660.01%0.01%0.02%Q1 2018Q2 20196
Congress Wealth Management LLC / DE / 660.02%0.05%0.09%Q2 2022Q3 20236
Trutina Financial LLC 660.35%0.46%0.53%Q3 2015Q4 20166
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q1 2017Q1 20196
Virtue Capital Management, LLC 510.04%0.06%0.10%Q3 2018Q4 20216
Worth Asset Management, LLC 660.01%0.10%0.21%Q1 2022Q2 20236
New England Professional Planning Group Inc. 660.17%3.13%12.72%Q2 2022Q3 20236
Private Portfolio Partners LLC 330.06%0.11%0.16%Q1 2022Q3 20236
FAS Wealth Partners, Inc. 660.86%1.05%1.33%Q2 2022Q3 20236
Arbor Wealth Management, LLC 664.61%5.91%6.59%Q4 2015Q1 20176
GPS Wealth Strategies Group, LLC 660.04%0.13%0.21%Q2 2022Q3 20236
Arete Wealth Advisors, LLC 330.02%0.02%0.03%Q3 2021Q1 20236
Klingman & Associates, LLC 660.04%0.05%0.07%Q2 2015Q3 20166
Morling Financial Advisors, LLC 420.33%0.48%0.58%Q4 2021Q3 20236
Clearstead Advisors, LLC 510.00%0.00%0.01%Q1 2020Q3 20226
Stadion Money Management, LLC 310.47%2.69%7.02%Q3 2015Q3 20236
NORTHSTAR WEALTH PARTNERS LLC 510.08%0.22%0.31%Q1 2017Q4 20196
COURIER CAPITAL LLC 660.02%0.03%0.03%Q4 2020Q1 20226
OneAscent Wealth Management LLC 510.12%0.44%1.18%Q3 2021Q1 20236
Moloney Securities Asset Management, LLC 660.04%0.16%0.40%Q2 2020Q3 20216
Forum Private Client Group LLC 660.57%0.73%0.90%Q1 2022Q2 20236
MUFG Americas Holdings Corp 660.00%0.00%0.01%Q3 2015Q4 20166
Kovitz Investment Group Partners, LLC 660.02%0.02%0.03%Q1 2019Q2 20206
American Financial Advisors, LLC 660.04%0.21%0.56%Q4 2018Q1 20206
Cranbrook Wealth Management, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
TILIA FIDUCIARY PARTNERS, INC. 660.00%0.01%0.01%Q4 2021Q1 20236
Moser Wealth Advisors, LLC 660.28%0.50%0.79%Q4 2019Q1 20216
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Lighthouse Financial Advisors, Inc. 661.06%1.53%2.24%Q4 2019Q1 20216
Capital Advisory Group Advisory Services, LLC 410.01%0.01%0.01%Q4 2020Q1 20225
AMERIPRISE FINANCIAL INC 210.00%0.00%0.00%Q1 2016Q1 20225
STAPP WEALTH MANAGEMENT, PLLC 550.07%7.30%13.39%Q3 2022Q3 20235
Advisor Resource Council 210.06%0.18%0.42%Q2 2021Q2 20235
PALLADIEM, LLC 320.35%1.18%3.63%Q2 2015Q4 20225
WCG Wealth Advisors LLC 440.05%0.36%0.47%Q2 2022Q1 20235
New England Investment & Retirement Group, Inc. 550.21%0.33%0.80%Q4 2015Q4 20165
WASHINGTON TRUST Co 550.00%0.00%0.00%Q3 2020Q3 20215
Arden Trust Co 550.07%5.22%7.74%Q4 2022Q4 20235
1ST SOURCE BANK 550.08%0.09%0.10%Q4 2020Q4 20215
Executive Wealth Management, LLC 410.00%0.68%1.02%Q4 2018Q3 20235
CIDEL ASSET MANAGEMENT INC 550.01%0.01%0.02%Q3 2015Q3 20165
Cornerstone Financial Partners, LLC 550.23%1.19%1.90%Q4 2015Q4 20165
SIGNATUREFD, LLC 310.00%0.01%0.01%Q3 2016Q4 20205
VSR Financial Services, Inc. 550.04%0.17%0.41%Q2 2015Q2 20165
PSI Advisors, LLC 410.00%0.02%0.10%Q4 2019Q2 20225
HARVEST GROUP WEALTH MANAGEMENT, LLC 550.00%0.02%0.06%Q2 2019Q2 20205
Hamilton Wealth, LLC 550.70%0.90%1.04%Q4 2018Q4 20195
MARINO, STRAM & ASSOCIATES LLC 550.01%0.01%0.01%Q4 2017Q4 20185
Columbus Macro, LLC 550.47%0.50%0.52%Q3 2021Q3 20225
INVESTMENT CENTERS OF AMERICA INC 550.02%0.02%0.04%Q3 2016Q3 20175
Pinnacle Wealth Management Group, Inc. 550.22%0.26%0.36%Q2 2021Q2 20225
Virtu KCG Holdings LLC 310.01%0.03%0.04%Q1 2015Q1 20175
Financial Architects, Inc 550.00%0.01%0.01%Q4 2017Q4 20185
HCR Wealth Advisors 320.10%0.11%0.13%Q4 2016Q1 20185
AXXCESS WEALTH MANAGEMENT, LLC 410.03%0.08%0.23%Q4 2021Q3 20235
Marcum Wealth, LLC 550.09%0.46%0.65%Q4 2019Q4 20205
Braver Wealth Management, LLC 551.17%1.48%1.71%Q4 2015Q4 20165
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TCI Wealth Advisors, Inc. 320.01%0.01%0.02%Q4 2018Q2 20225
Bedel Financial Consulting, Inc. 552.11%2.77%3.61%Q2 2022Q2 20235
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Old North State Trust, LLC 550.00%0.11%0.37%Q3 2018Q3 20195
20/20 Capital Management, Inc. 551.11%1.49%1.78%Q2 2020Q2 20215
Beacon Pointe Wealth Advisors, LLC 550.11%0.20%0.31%Q4 2018Q4 20195
Vista Private Wealth Partners. LLC 550.22%1.27%1.60%Q3 2022Q3 20235
Private Advisory Group LLC 550.22%2.25%3.72%Q4 2016Q4 20175
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.01%Q4 2020Q1 20235
STATE STREET CORP 550.00%0.00%0.00%Q1 2016Q1 20175
AMERICAN INTERNATIONAL GROUP, INC. 550.00%0.00%0.01%Q1 2015Q1 20165
Strategic Asset Management, LLC 550.17%0.24%0.35%Q3 2021Q3 20225
Ameliora Wealth Management Ltd. 550.19%0.39%0.98%Q1 2022Q1 20235
FLOW TRADERS U.S. LLC 310.02%0.16%0.36%Q3 2016Q4 20205
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 550.13%0.15%0.19%Q3 2020Q3 20215
Marshall Financial Group LLC 410.09%0.30%0.44%Q4 2021Q3 20235
Corrigan Financial, Inc. 551.41%5.91%7.96%Q1 2018Q1 20195
LAKE STREET PRIVATE WEALTH, LLC 550.94%1.01%1.08%Q3 2019Q3 20205
1620 INVESTMENT ADVISORS, INC. 550.32%1.41%1.80%Q3 2022Q3 20235
OPTIMUM INVESTMENT ADVISORS 410.01%0.04%0.06%Q2 2021Q4 20235
Certified Advisory Corp 310.01%0.25%0.96%Q4 2017Q4 20194
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 441.44%1.52%1.60%Q4 2017Q3 20184
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q4 2018Q4 20194
KANALY TRUST CO 440.00%0.00%0.00%Q2 2015Q1 20164
Kavar Capital Partners, LLC 210.13%0.17%0.19%Q1 2018Q3 20204
EP Wealth Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
RATIONAL ADVISORS LLC 440.04%0.11%0.22%Q1 2018Q4 20184
Heritage Financial Services, LLC 220.11%0.41%0.89%Q2 2022Q3 20234
Legacy Wealth Partners, Inc. 440.28%0.52%0.94%Q2 2020Q1 20214
OLD SECOND NATIONAL BANK OF AURORA 440.01%0.01%0.01%Q4 2019Q3 20204
Palo Capital, Inc. 440.68%1.46%2.26%Q1 2018Q4 20184
Swan Global Investments, LLC 440.44%0.47%0.50%Q1 2016Q4 20164
Ameritas Investment Company, LLC 210.01%0.01%0.02%Q4 2018Q1 20214
WestHill Financial Advisors, Inc. 223.57%4.85%7.76%Q4 2020Q4 20214
Herr Investment Group LLC 440.04%0.37%0.70%Q4 2022Q3 20234
PHH Investments, Ltd. 449.32%9.70%9.99%Q3 2018Q2 20194
Leeward Financial Partners, LLC 220.80%0.93%1.10%Q4 2021Q3 20234
Good Life Advisors, LLC 220.03%0.05%0.06%Q4 2021Q3 20234
Cardinal Point Wealth Management Partners, LLC 443.84%4.33%4.66%Q4 2021Q3 20224
Keel Point, LLC 440.03%0.03%0.04%Q3 2022Q2 20234
Paulson Wealth Management Inc. 440.20%0.21%0.23%Q4 2017Q3 20184
SIMON QUICK ADVISORS, LLC 310.02%0.02%0.04%Q4 2019Q4 20224
DUDLEY CAPITAL MANAGEMENT, LLC 440.92%0.96%1.00%Q4 2022Q3 20234
GREAT LAKES ADVISORS, LLC 440.02%0.05%0.08%Q1 2015Q4 20154
Cardinal Point Wealth Management LLC 444.48%4.78%5.02%Q4 2020Q3 20214
Pettinga Financial Advisors LLC 210.10%0.92%3.10%Q4 2018Q3 20214
SageView Advisory Group, LLC 440.02%0.04%0.05%Q4 2022Q3 20234
LAM GROUP, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
Onyx Bridge Wealth Group LLC 441.29%2.13%2.81%Q4 2020Q3 20214
One Charles Private Wealth Services, LLC 311.16%4.67%8.67%Q4 2019Q4 20204
OARSMAN CAPITAL, INC. 310.09%0.11%0.14%Q4 2019Q4 20204
Spotlight Asset Group, Inc. 211.47%1.92%2.42%Q2 2021Q1 20234
Carroll Financial Associates, Inc. 310.00%0.04%0.10%Q3 2019Q3 20204
HEADINVEST, LLC 440.19%0.21%0.23%Q4 2020Q3 20214
First National Bank of South Miami 440.07%0.07%0.07%Q4 2018Q3 20194
PFG Advisors 440.02%0.02%0.03%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.63%0.75%0.83%Q2 2015Q1 20164
Firestone Capital Management 440.01%0.01%0.01%Q4 2020Q3 20214
KARLINSKI ANDREW C 441.51%1.86%2.06%Q4 2021Q3 20224
Argent Trust Co 440.04%0.09%0.12%Q3 2017Q2 20184
Capital Asset Advisory Services LLC 440.43%0.56%0.73%Q4 2022Q3 20234
IRON Financial LLC 446.06%6.39%6.56%Q3 2017Q2 20184
Tranquilli Financial Advisor LLC 440.49%0.75%0.88%Q4 2022Q3 20234
SIGNET FINANCIAL MANAGEMENT, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
Strategic Capital Alternatives LLC 310.45%1.22%3.32%Q1 2015Q1 20164
Beaumont Financial Advisors, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.00%0.02%Q3 2018Q2 20194
Gladstone Institutional Advisory LLC 440.08%0.09%0.10%Q2 2019Q1 20204
Darwin Wealth Management, LLC 310.29%0.36%0.45%Q4 2016Q4 20174
Colonial River Wealth Management, LLC 310.33%0.62%0.91%Q4 2020Q4 20214
Worth Financial Advisory Group, LLC 441.02%1.16%1.23%Q4 2022Q3 20234
Csenge Advisory Group 210.02%0.05%0.09%Q3 2021Q4 20224
Waterford Advisors, LLC 440.26%0.28%0.30%Q4 2022Q3 20234
McIlrath & Eck, LLC 440.01%0.01%0.01%Q4 2017Q3 20184
CREDIT SUISSE AG/ 440.00%0.00%0.00%Q1 2015Q4 20154
Clarus Wealth Advisors 440.01%0.01%0.01%Q2 2018Q1 20194
COUNTRY CLUB BANK /GFN 440.03%0.03%0.04%Q4 2022Q3 20234
Capital Planning Advisors, LLC 220.12%0.13%0.14%Q3 2015Q1 20174
Alaethes Wealth LLC 440.00%0.00%0.00%Q2 2021Q1 20224
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q2 2016Q4 20213
CEDAR CAPITAL, LLC 330.26%0.43%0.55%Q4 2015Q2 20163
FIRST INTERSTATE BANK 210.00%0.01%0.02%Q4 2017Q3 20223
Global Wealth Management Investment Advisory, Inc. 330.00%0.01%0.03%Q4 2018Q2 20193
HC Financial Advisors, Inc. 213.71%3.82%3.94%Q4 2017Q3 20183
Waverton Investment Management Ltd 330.15%0.15%0.16%Q2 2015Q4 20153
GeoWealth Management, LLC 210.14%0.27%0.50%Q3 2019Q2 20203
Artemis Wealth Advisors, LLC 330.02%0.06%0.10%Q2 2022Q4 20223
Karp Capital Management Corp 210.01%0.17%0.44%Q4 2018Q1 20213
3EDGE Asset Management, LP 332.61%2.84%3.23%Q4 2016Q2 20173
FWL INVESTMENT MANAGEMENT, LLC 110.03%0.08%0.19%Q4 2020Q3 20233
EverSource Wealth Advisors, LLC 210.01%0.01%0.01%Q4 2021Q3 20233
Cresset Asset Management, LLC 210.00%0.00%0.01%Q4 2018Q2 20203
Wealth Alliance Advisory Group, LLC 332.50%2.60%2.70%Q1 2018Q3 20183
SCS Capital Management LLC 330.04%0.09%0.17%Q4 2018Q2 20193
Altium Wealth Management LLC 330.28%0.70%0.98%Q4 2017Q2 20183
KAVAR CAPITAL PARTNERS GROUP, LLC 210.05%0.07%0.11%Q4 2020Q4 20213
Oakworth Capital, Inc. 210.00%0.02%0.04%Q1 2017Q4 20213
Ferguson Shapiro LLC 330.22%0.32%0.49%Q2 2022Q4 20223
Perennial Investment Advisors, LLC 330.30%0.35%0.45%Q1 2023Q3 20233
Hochman Cole Investment Advisors, Inc. 330.09%0.11%0.14%Q1 2021Q3 20213
Strategic Financial Concepts, LLC 330.13%0.17%0.22%Q1 2023Q3 20233
SILVERLAKE WEALTH MANAGEMENT LLC 330.12%0.13%0.13%Q4 2021Q2 20223
Cape Investment Advisory, Inc. 330.02%0.03%0.04%Q1 2023Q3 20233
HERITAGE WEALTH MANAGEMENT, LLC 210.00%0.01%0.01%Q2 2021Q1 20223
Paloma Partners Management Co 210.01%0.03%0.07%Q3 2019Q1 20213
Essential Planning, LLC. 330.13%0.28%0.55%Q4 2022Q2 20233
BESSEMER GROUP INC 210.00%0.00%0.00%Q2 2021Q4 20223
Legacy CG, LLC 330.01%2.57%4.79%Q4 2021Q2 20223
Inscription Capital, LLC 330.17%0.19%0.22%Q3 2019Q1 20203
Stockman Wealth Management, Inc. 330.17%0.20%0.22%Q3 2016Q1 20173
Good Harbor Financial, LLC 330.05%0.15%0.26%Q1 2015Q3 20153
Acorn Wealth Advisors, LLC 330.10%0.10%0.11%Q4 2017Q2 20183
Manifold Partners, LLC 217.51%19.57%30.40%Q3 2018Q2 20193
Guidant Wealth Advisors 330.11%0.11%0.11%Q1 2019Q3 20193
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Granite Investment Advisors, LLC 330.08%0.09%0.09%Q4 2017Q2 20183
BARCLAYS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
Mach-1 Financial Group, LLC 210.00%0.01%0.02%Q2 2022Q1 20233
Yorktown Management & Research Co Inc 330.08%1.44%2.21%Q2 2016Q4 20163
Consolidated Portfolio Review Corp 330.09%0.16%0.23%Q1 2023Q3 20233
Destiny Wealth Partners, LLC 331.92%2.00%2.16%Q1 2023Q3 20233
Intelligence Driven Advisers, LLC 330.04%0.21%0.38%Q2 2022Q4 20223
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2020Q1 20233
RE Dickinson Investment Advisors, LLC 330.82%1.25%1.96%Q1 2023Q3 20233
CHOREO, LLC 210.03%0.04%0.05%Q3 2015Q2 20173
Peak Capital Management LLC 210.01%0.21%0.63%Q2 2017Q2 20183
Fiduciary Trust Co International of Pennsylvania 330.40%0.44%0.46%Q3 2018Q1 20193
SUNTRUST BANKS INC 330.00%0.00%0.00%Q1 2017Q3 20173
Pinnacle Summer Investments, Inc. 330.04%0.06%0.08%Q1 2015Q3 20153
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q1 2020Q1 20233
First PREMIER Bank 330.03%0.03%0.03%Q1 2023Q3 20233
Caprock Group, LLC 210.05%0.06%0.06%Q2 2016Q1 20173
Flagship Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Argent Wealth Management LLC 330.40%0.52%0.58%Q4 2019Q2 20203
CWH Capital Management, Inc. 3312.22%12.99%13.44%Q1 2016Q3 20163
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.02%Q3 2022Q3 20233
Essex Savings Bank 330.00%0.01%0.02%Q4 2018Q2 20193
WP Advisors, LLC 210.03%0.04%0.04%Q2 2018Q1 20193
Financial Gravity Companies, Inc. 210.10%0.12%0.13%Q4 2017Q4 20183
Future Financial Wealth Managment LLC 210.02%0.60%1.76%Q4 2020Q1 20223
BOKF, NA 330.02%0.03%0.03%Q3 2017Q1 20183
WFG Advisors, LP 210.00%0.00%0.00%Q3 2015Q2 20173
January Capital Advisors LLC 332.12%3.89%7.43%Q4 2021Q2 20223
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
Johnson Financial Group, Inc. 330.00%0.00%0.01%Q1 2021Q3 20213
Ameritas Advisory Services, LLC 210.01%0.04%0.06%Q4 2021Q1 20233
MATHER GROUP, LLC. 220.00%0.01%0.01%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
WMS Partners, LLC 220.10%0.10%0.11%Q2 2023Q3 20232
Investors Capital Advisory Services 110.04%0.04%0.05%Q2 2015Q2 20162
SALEM INVESTMENT COUNSELORS INC 220.01%0.01%0.01%Q4 2016Q1 20172
CFS Investment Advisory Services, LLC 110.00%0.00%0.01%Q1 2022Q3 20222
MISSION WEALTH MANAGEMENT, LP 220.02%0.02%0.02%Q2 2021Q3 20212
Destination Wealth Management 110.00%0.03%0.05%Q2 2019Q1 20202
Catalyst Wealth Management, LLC 220.26%0.27%0.29%Q4 2022Q1 20232
Gibraltar Capital Management, Inc. 220.17%0.18%0.19%Q3 2017Q4 20172
PINNACLE FINANCIAL PARTNERS INC 220.00%0.00%0.00%Q1 2018Q2 20182
WASHINGTON TRUST BANK 110.00%0.01%0.02%Q1 2016Q1 20172
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
OLD MISSION CAPITAL, LLC 110.01%0.16%0.31%Q4 2016Q4 20202
Apollon Wealth Management, LLC 220.01%0.02%0.02%Q1 2023Q2 20232
Alpha Omega Wealth Management LLC 220.00%0.00%0.01%Q2 2018Q3 20182
EXENCIAL WEALTH ADVISORS, LLC 220.07%0.12%0.17%Q2 2023Q3 20232
Cardinal Point Capital Management ULC 220.18%0.20%0.22%Q4 2022Q1 20232
PRUDENTIAL FINANCIAL INC 220.00%0.00%0.00%Q1 2017Q2 20172
Kaydan Wealth Management, Inc. 220.10%0.11%0.12%Q4 2021Q1 20222
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
SteelPeak Wealth, LLC 220.21%0.26%0.32%Q4 2019Q1 20202
Blume Capital Management, Inc. 110.00%0.02%0.03%Q4 2016Q1 20202
Aft, Forsyth & Sober, LLC 2219.52%19.98%20.43%Q3 2016Q4 20162
Oak Point Wealth Management 221.16%1.17%1.18%Q4 2017Q1 20182
Auour Investments LLC 220.84%0.85%0.87%Q2 2023Q3 20232
Vigilant Capital Management, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Advisory Alpha, LLC 220.03%0.09%0.16%Q2 2021Q3 20212
Waterloo Capital, L.P. 110.15%0.20%0.24%Q1 2020Q3 20232
Independent Advisor Alliance 110.03%0.04%0.05%Q1 2017Q4 20192
Diversified Trust Co 220.01%0.01%0.01%Q1 2018Q2 20182
Elmwood Wealth Management, Inc. 110.00%1.50%2.99%Q1 2021Q3 20232
Avidian Wealth Solutions, LLC 110.06%0.10%0.13%Q1 2016Q2 20232
Strategic Wealth Partners, Ltd. 220.01%0.01%0.01%Q4 2017Q1 20182
Pointe Capital Management LLC 110.10%0.12%0.14%Q3 2021Q1 20232
Heron Bay Capital Management 220.17%0.28%0.40%Q4 2020Q1 20212
RFG Advisory, LLC 220.04%0.05%0.05%Q1 2023Q2 20232
ALPS ADVISORS INC 220.01%0.01%0.01%Q3 2015Q4 20152
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.04%0.04%0.05%Q4 2016Q2 20172
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q4 2017Q2 20192
SILVER OAK SECURITIES, INCORPORATED 110.00%0.00%0.00%Q3 2022Q3 20232
HUNTINGTON NATIONAL BANK 220.00%0.00%0.00%Q2 2022Q3 20222
CATALYST PRIVATE WEALTH, LLC 220.23%0.23%0.24%Q3 2020Q4 20202
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
PIN OAK INVESTMENT ADVISORS INC 220.02%0.02%0.02%Q4 2017Q1 20182
S.A. Mason LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Bartlett & Co. LLC 220.00%0.00%0.00%Q3 2015Q4 20152
TCG Advisors, LP 220.01%0.01%0.01%Q1 2019Q2 20192
Clearshares LLC 220.48%1.75%3.03%Q4 2017Q1 20182
BB&T INVESTMENT SERVICES, INC. 220.00%0.00%0.00%Q3 2017Q4 20172
Coppell Advisory Solutions LLC 110.00%0.62%1.24%Q4 2020Q2 20232
Brookstone Capital Management 220.01%0.01%0.01%Q1 2021Q2 20212
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 220.15%0.15%0.16%Q2 2020Q3 20202
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2019Q4 20232
Pinkerton Retirement Specialists, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Endowment Wealth Management, Inc. 220.21%0.22%0.23%Q4 2021Q1 20222
Paradigm Financial Partners, LLC 220.07%0.20%0.33%Q4 2022Q1 20232
Lunt Capital Management, Inc. 221.11%1.14%1.16%Q2 2023Q3 20232
Stamos Capital Partners, L.P. 222.64%3.15%3.67%Q2 2019Q3 20192
Curated Wealth Partners LLC 220.32%0.33%0.34%Q4 2020Q1 20212
Stelac Advisory Services LLC 220.03%0.05%0.07%Q1 2021Q2 20212
Capital Directions Investment Advisors, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
RMR Wealth Builders 220.01%0.01%0.02%Q4 2020Q1 20212
Pallas Capital Advisors LLC 220.21%0.50%0.80%Q2 2021Q3 20212
Valeo Financial Advisors, LLC 220.01%0.01%0.01%Q3 2017Q4 20172
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Premia Global Advisors, LLC 220.07%0.09%0.11%Q1 2018Q2 20182
TRANSCEND CAPITAL ADVISORS, LLC 220.11%0.11%0.11%Q4 2019Q1 20202
Karpus Management, Inc. 220.12%0.21%0.29%Q3 2017Q4 20172
JFS WEALTH ADVISORS, LLC 110.01%0.03%0.06%Q2 2015Q3 20192
My Legacy Advisors, LLC 220.46%0.47%0.47%Q4 2022Q1 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Cherry Tree Wealth Management, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
Americana Partners, LLC 110.06%0.09%0.12%Q4 2019Q2 20232
Kelman-Lazarov, Inc. 220.09%0.09%0.09%Q2 2021Q3 20212
Private Ocean, LLC 220.02%0.04%0.05%Q3 2019Q4 20192
Round Table Services, LLC 110.21%0.31%0.41%Q1 2022Q3 20222
Versant Capital Management, Inc 220.00%0.00%0.00%Q3 2023Q4 20232
CXI Advisors 110.29%0.29%0.29%Q4 2019Q4 20191
Founders Financial Alliance, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
QUATTRO FINANCIAL ADVISORS LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Ruggie Capital Group 111.76%1.76%1.76%Q3 2019Q3 20191
WHITTIER TRUST CO 110.03%0.03%0.03%Q3 2017Q3 20171
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2017Q1 20171
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Arlington Financial Advisors, LLC 111.33%1.33%1.33%Q4 2018Q4 20181
PACES FERRY WEALTH ADVISORS, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Momentum Advisors, LLC 110.24%0.24%0.24%Q2 2022Q2 20221
Jefferies Group LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Overbrook Management Corp 110.06%0.06%0.06%Q4 2021Q4 20211
Spectrum Asset Management, Inc. (NB/CA) 110.85%0.85%0.85%Q4 2017Q4 20171
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Regis Management CO LLC 110.08%0.08%0.08%Q1 2017Q1 20171
Sandy Spring Bank 110.00%0.00%0.00%Q3 2019Q3 20191
Concorde Asset Management, LLC 110.20%0.20%0.20%Q3 2017Q3 20171
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TOMPKINS FINANCIAL CORP 110.01%0.01%0.01%Q4 2017Q4 20171
MONROE BANK & TRUST/MI 110.01%0.01%0.01%Q4 2017Q4 20171
LEVEL FOUR FINANCIAL, LLC 111.08%1.08%1.08%Q4 2020Q4 20201
Lindbrook Capital, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
BBVA USA Bancshares, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Vertex Planning Partners, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Clay Northam Wealth Management, LLC 110.21%0.21%0.21%Q4 2021Q4 20211
Navalign, LLC 110.23%0.23%0.23%Q4 2022Q4 20221
TRANSATLANTIQUE PRIVATE WEALTH LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Gallacher Capital Management LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
WAYCROSS PARTNERS, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Legacy Advisors, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Addison Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Clarfeld Financial Advisors, LLC 110.20%0.20%0.20%Q4 2018Q4 20181
BEDEL FINANCIAL CONSULTING INC 111.92%1.92%1.92%Q3 2023Q3 20231
Dynamic Advisor Solutions LLC 110.05%0.05%0.05%Q1 2018Q1 20181
WJ Interests, LLC 112.33%2.33%2.33%Q4 2022Q4 20221
WealthOne, LLC 110.09%0.09%0.09%Q4 2018Q4 20181
BOURGEON CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Beaumont Capital Management, LLC 113.09%3.09%3.09%Q4 2020Q4 20201
Intercontinental Wealth Advisors, LLC 110.21%0.21%0.21%Q2 2017Q2 20171
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Country Club Trust Company, n.a. 110.10%0.10%0.10%Q4 2015Q4 20151
Capasso Planning Partners LLC 110.18%0.18%0.18%Q2 2022Q2 20221
LITTLE HOUSE CAPITAL LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Austin Wealth Management, LLC 113.04%3.04%3.04%Q3 2023Q3 20231
QUADRANT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Kercheville Advisors, LLC 110.64%0.64%0.64%Q4 2020Q4 20201
CREATIVE FINANCIAL DESIGNS INC /ADV 110.02%0.02%0.02%Q2 2020Q2 20201
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Carnick & Kubik, LLC 110.03%0.03%0.03%Q3 2015Q3 20151
Geneva Advisors, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Halpern Financial, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Squar Milner Financial Services LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Evergreen Wealth Solutions, LLC 110.52%0.52%0.52%Q2 2022Q2 20221
Nalls Sherbakoff Group, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Williams Jones Wealth Management, LLC. 110.01%0.01%0.01%Q3 2023Q3 20231
RMB Capital Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q2 2018Q2 20181
Columbia Trust Co 01012016 110.22%0.22%0.22%Q4 2019Q4 20191
ROPES WEALTH ADVISORS LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Royal Fund Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Rosenberg Matthew Hamilton 110.00%0.00%0.00%Q3 2022Q3 20221
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q3 2023Q3 20231
Asset Management Resources, LLC 110.26%0.26%0.26%Q4 2021Q4 20211
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
Avior Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Blue Trust, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Morton Capital Management LLC/CA 110.08%0.08%0.08%Q4 2021Q4 20211
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Canton Hathaway, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Alera Investment Advisors, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
SMITH HAYES Advisers, Inc 110.04%0.04%0.04%Q1 2016Q1 20161
Glassman Wealth Services 110.05%0.05%0.05%Q4 2017Q4 20171
O'Dell Group, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Hilltop Holdings Inc. 110.44%0.44%0.44%Q3 2017Q3 20171
Horan Capital Advisors, LLC. 110.01%0.01%0.01%Q3 2017Q3 20171
Lokken Investment Group LLC 113.08%3.08%3.08%Q1 2022Q1 20221
First Personal Financial Services 110.01%0.01%0.01%Q4 2015Q4 20151
Lifeworks Advisors, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Thrive Capital Management, LLC 110.22%0.22%0.22%Q4 2020Q4 20201
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
U.S. Capital Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Providence Capital Advisors, LLC 110.22%0.22%0.22%Q1 2022Q1 20221
American Trust 110.08%0.08%0.08%Q2 2022Q2 20221
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Stuart Chaussee & Associates, Inc. 115.46%5.46%5.46%Q2 2017Q2 20171
CGN Advisors LLC 110.24%0.24%0.24%Q3 2022Q3 20221
ADIRONDACK TRUST CO 110.01%0.01%0.01%Q1 2016Q1 20161
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Del-Sette Capital Management, LLC 112.61%2.61%2.61%Q4 2022Q4 20221
Opes Wealth Management LLC 110.14%0.14%0.14%Q3 2019Q3 20191
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.07%0.07%0.07%Q3 2020Q3 20201
Sabal Trust CO 110.02%0.02%0.02%Q4 2020Q4 20201
Roble, Belko & Company, Inc 110.01%0.01%0.01%Q2 2019Q2 20191
Nikulski Financial, Inc. 111.03%1.03%1.03%Q4 2017Q4 20171
COMMERCE BANK 110.00%0.00%0.00%Q2 2018Q2 20181
Family Capital Trust Co 110.01%0.01%0.01%Q3 2023Q3 20231
Clean Yield Group 110.04%0.04%0.04%Q1 2020Q1 20201
Safeguard Investment Advisory Group, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Gryphon Financial Partners LLC 110.59%0.59%0.59%Q4 2018Q4 20181
HOWE & RUSLING INC 110.00%0.00%0.00%Q3 2021Q3 20211
GFS Advisors, LLC 110.12%0.12%0.12%Q1 2016Q1 20161
Envestnet Portfolio Solutions, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Constellation Wealth Advisors, LLC 110.02%0.02%0.02%Q2 2015Q2 20151
Weatherstone Capital Management 117.64%7.64%7.64%Q3 2015Q3 20151
NorthRock Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
WoodTrust Financial Corp 110.11%0.11%0.11%Q3 2023Q3 20231
Merriman Wealth Management, LLC 110.15%0.15%0.15%Q1 2020Q1 20201
Smart Money Group LLC 110.36%0.36%0.36%Q4 2017Q4 20171
FINANCIAL CONSULATE, INC 110.64%0.64%0.64%Q4 2022Q4 20221
United Community Bank 110.26%0.26%0.26%Q3 2023Q3 20231
Cerro Pacific Wealth Advisors LLC 110.93%0.93%0.93%Q1 2023Q1 20231
KELLEHER FINANCIAL ADVISORS 110.01%0.01%0.01%Q1 2016Q1 20161
CAPRIN ASSET MANAGEMENT LLC /ADV 110.83%0.83%0.83%Q4 2016Q4 20161
STEPH & CO 110.14%0.14%0.14%Q4 2019Q4 20191
Fortis Group Advisors, LLC 110.24%0.24%0.24%Q3 2020Q3 20201
Ceros Financial Services Inc. 110.26%0.26%0.26%Q1 2019Q1 20191
TECTONIC ADVISORS LLC 117.47%7.47%7.47%Q3 2023Q3 20231
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Vivaldi Capital Management LP 110.00%0.00%0.00%Q2 2017Q2 20171
L.M. KOHN & COMPANY 110.10%0.10%0.10%Q1 2022Q1 20221
McAdam, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Avantax Planning Partners, Inc. 110.03%0.03%0.03%Q3 2017Q3 20171
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.21%0.21%0.21%Q3 2023Q3 20231
Prosperity Consulting Group, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2021Q4 20211
B. Riley Wealth Advisors, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Paragon Capital Management Ltd 110.12%0.12%0.12%Q3 2023Q3 20231
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.