SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
RAYMOND JAMES & ASSOCIATES 42420.01%0.16%0.33%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.03%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202342
Freedom Investment Management, Inc. 41410.02%0.16%0.80%Q3 2013Q3 202341
AMERIPRISE FINANCIAL INC 40400.00%0.03%0.12%Q4 2013Q3 202340
COURIER CAPITAL LLC 40400.03%0.28%1.15%Q4 2013Q3 202340
US BANCORP \DE\ 3180.00%0.00%0.00%Q4 2013Q3 202339
CABOT WEALTH MANAGEMENT INC 38380.04%0.77%2.14%Q4 2013Q1 202338
New England Private Wealth Advisors LLC 2310.04%0.36%1.36%Q4 2013Q3 202338
Coastline Trust Co 38380.01%0.23%0.60%Q2 2013Q3 202238
ENVESTNET ASSET MANAGEMENT INC 3320.00%0.01%0.04%Q2 2013Q3 202338
AVITY INVESTMENT MANAGEMENT INC. 27100.07%0.18%0.52%Q2 2014Q3 202337
Raymond James Financial Services Advisors, Inc. 3340.01%0.04%0.10%Q2 2014Q3 202337
UBS Group AG 36360.00%0.02%0.05%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
WESBANCO BANK INC 2620.01%0.02%0.02%Q2 2014Q1 202334
CITIGROUP INC 2810.00%0.00%0.00%Q3 2014Q3 202333
WELLS FARGO & COMPANY/MN 2660.00%0.01%0.05%Q1 2015Q3 202332
STATE STREET CORP 2310.00%0.00%0.00%Q3 2013Q3 202332
JANE STREET GROUP, LLC 2110.00%0.02%0.17%Q1 2014Q3 202332
Advisors Preferred, LLC 2010.09%0.61%1.63%Q4 2013Q2 202231
Ameritas Investment Partners, Inc. 2280.00%0.01%0.01%Q4 2014Q3 202330
KEYBANK NATIONAL ASSOCIATION/OH 30300.00%0.25%0.44%Q2 2016Q3 202330
Rock Point Advisors, LLC 29290.26%0.34%0.47%Q3 2016Q3 202329
Penobscot Investment Management Company, Inc. 29290.12%2.69%6.38%Q3 2016Q3 202329
Steward Partners Investment Advisory, LLC 28280.03%0.18%0.38%Q4 2016Q3 202328
Geneos Wealth Management Inc. 2710.00%0.12%0.52%Q3 2016Q3 202328
Private Advisor Group, LLC 28280.00%0.08%0.17%Q4 2016Q3 202328
AllSquare Wealth Management LLC 28280.00%0.06%0.35%Q4 2016Q3 202328
Curbstone Financial Management Corp 28280.33%3.08%5.66%Q1 2017Q4 202328
Capital Investment Advisors, LLC 27270.04%0.57%1.45%Q2 2017Q4 202327
Bank of New York Mellon Corp 27270.00%0.00%0.01%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.05%Q2 2013Q4 201927
Hartford Financial Management Inc. 27270.02%1.57%4.16%Q1 2017Q3 202327
JPMORGAN CHASE & CO 27270.00%0.00%0.01%Q1 2017Q3 202327
Avantax Planning Partners, Inc. 27270.23%6.19%8.36%Q1 2017Q3 202327
WEBSTER BANK, N. A. 27270.04%0.50%0.98%Q1 2017Q3 202327
IFP Advisors, Inc 1710.00%0.04%0.18%Q1 2016Q3 202327
BLAIR WILLIAM & CO/IL 27270.00%0.03%0.12%Q1 2017Q3 202327
HighTower Advisors, LLC 27270.00%0.03%0.05%Q1 2017Q3 202327
ALESCO ADVISORS LLC 26260.09%1.94%4.77%Q2 2017Q3 202326
Cetera Advisors LLC 1440.00%0.11%0.51%Q4 2016Q3 202326
NTV ASSET MANAGEMENT LLC 26260.09%0.19%0.35%Q2 2017Q3 202326
Kohmann Bosshard Financial Services, LLC 2510.20%2.20%4.12%Q1 2017Q3 202326
Ironwood Financial, llc 2240.00%0.03%0.64%Q4 2014Q2 202126
Cambridge Investment Research Advisors, Inc. 2420.01%0.08%0.21%Q1 2017Q3 202326
Alliance Wealth Management Group 26261.46%5.31%9.02%Q1 2017Q2 202326
BANK OF MONTREAL /CAN/ 2310.00%0.00%0.01%Q3 2015Q3 202326
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2210.00%0.00%0.01%Q2 2014Q3 202326
Baird Financial Group, Inc. 26260.00%0.04%0.16%Q2 2017Q3 202326
BlackRock Inc. 2330.00%0.01%0.06%Q4 2015Q2 202326
RFG Advisory, LLC 2150.05%1.79%10.39%Q1 2017Q3 202326
PARSONS CAPITAL MANAGEMENT INC/RI 25250.08%0.22%0.45%Q3 2017Q3 202325
Advisory Services Network, LLC 1010.00%0.02%0.07%Q2 2016Q3 202325
Mariner, LLC 25250.01%0.09%0.37%Q3 2017Q3 202325
APPLETON PARTNERS INC/MA 25250.05%0.93%1.86%Q4 2017Q4 202325
Global Retirement Partners, LLC 25250.00%0.05%0.20%Q3 2017Q3 202325
Greenwich Wealth Management LLC 25250.06%0.46%1.06%Q1 2017Q1 202325
TERRIL BROTHERS, INC. 24240.64%2.50%7.31%Q4 2017Q3 202324
Forefront Analytics, LLC 24240.12%0.42%1.07%Q4 2017Q3 202324
WOODMONT INVESTMENT COUNSEL LLC 24240.05%0.32%0.68%Q2 2017Q1 202324
VISTA INVESTMENT MANAGEMENT 24240.22%1.86%3.89%Q4 2017Q3 202324
PFG Advisors 24240.10%0.38%1.20%Q4 2017Q3 202324
Eagle Capital Management, LLC 24240.14%6.83%16.00%Q4 2017Q3 202324
StrategIQ Financial Group, LLC 24240.06%1.06%2.21%Q4 2017Q3 202324
Krilogy Financial LLC 24240.03%0.22%0.28%Q2 2017Q1 202324
MCF Advisors LLC 1770.00%3.76%8.06%Q3 2017Q3 202324
BANK OF THE WEST 24240.05%0.38%1.64%Q2 2014Q1 202024
HARBOR ADVISORY CORP /MA/ 24242.77%8.64%16.78%Q4 2017Q3 202324
MML INVESTORS SERVICES, LLC 24240.01%0.02%0.07%Q4 2017Q3 202324
CHATHAM CAPITAL GROUP, INC. 24240.06%0.15%0.26%Q4 2017Q3 202324
Valmark Advisers, Inc. 24240.01%1.16%1.46%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.05%Q4 2017Q3 202324
ASSETMARK, INC 2220.01%0.23%0.69%Q3 2016Q3 202324
HOLLENCREST CAPITAL MANAGEMENT 23230.01%0.31%0.59%Q1 2018Q3 202323
Atria Investments, Inc 1670.01%0.08%0.20%Q1 2017Q3 202323
Aries Wealth Management 1760.52%1.01%1.36%Q4 2017Q3 202323
CALTON & ASSOCIATES, INC. 23230.22%0.93%2.26%Q4 2017Q2 202323
Citadel Advisors 610.00%0.00%0.02%Q2 2017Q3 202323
GUGGENHEIM CAPITAL LLC 23230.00%0.03%0.09%Q1 2018Q3 202323
Creative Planning 1240.00%0.00%0.01%Q3 2016Q3 202323
WESCAP Management Group, Inc. 23230.82%4.57%5.67%Q1 2018Q3 202323
Towercrest Capital Management 22220.97%4.17%5.63%Q2 2018Q3 202322
Transamerica Financial Advisors, Inc. 1510.00%0.22%1.35%Q2 2015Q3 202322
Belpointe Asset Management LLC 1840.04%0.12%0.28%Q1 2018Q3 202322
Parallel Advisors, LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
HL FINANCIAL SERVICES LLC 22220.01%0.02%0.02%Q4 2013Q1 201922
Roble, Belko & Company, Inc 22220.00%0.14%1.61%Q2 2018Q3 202322
Mutual Advisors, LLC 22220.01%0.05%0.29%Q2 2018Q3 202322
DEAN INVESTMENT ASSOCIATES, LLC 22220.85%1.33%1.79%Q2 2018Q3 202322
Wela Strategies, Inc. 22221.32%2.01%2.91%Q3 2018Q4 202322
BENJAMIN F. EDWARDS & COMPANY, INC. 2110.00%0.01%0.08%Q2 2017Q3 202322
Dynamic Advisor Solutions LLC 22220.06%0.68%1.07%Q4 2017Q1 202322
CENTAURUS FINANCIAL, INC. 1810.01%0.10%0.34%Q4 2017Q3 202322
EAGLE GLOBAL ADVISORS LLC 22220.04%0.23%0.40%Q2 2018Q3 202322
DEUTSCHE BANK AG\ 1650.00%0.00%0.00%Q2 2018Q3 202321
Providence First Trust Co 21212.41%3.85%6.58%Q3 2018Q3 202321
CWM, LLC 1110.00%0.02%0.09%Q4 2013Q3 202321
Vantage Investment Partners, LLC 21210.01%0.08%0.17%Q3 2018Q3 202321
ALBION FINANCIAL GROUP /UT 11100.07%0.22%0.63%Q2 2018Q3 202321
Sigma Planning Corp 1920.01%0.02%0.05%Q1 2018Q3 202321
Renaissance Technologies 820.00%0.01%0.06%Q4 2017Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Windham Capital Management, LLC 1380.16%2.95%11.24%Q2 2018Q3 202321
NAPLES GLOBAL ADVISORS, LLC 21210.04%0.12%0.26%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.06%0.42%Q3 2018Q3 202321
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.03%0.10%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.74%1.52%Q4 2017Q3 202220
Financial Gravity Asset Management, Inc. 1230.00%0.11%0.55%Q1 2018Q3 202320
Old Port Advisors 1811.20%2.02%2.92%Q2 2018Q3 202320
Strategic Financial Services, Inc, 20200.05%0.90%2.62%Q2 2018Q1 202320
RPg Family Wealth Advisory, LLC 1640.00%0.01%0.01%Q1 2017Q1 202220
Laurel Wealth Advisors LLC 20200.01%0.22%0.52%Q4 2018Q3 202320
Norway Savings Bank 20200.07%0.55%1.24%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.05%0.69%6.87%Q4 2018Q3 202320
RiverGlades Family Offices LLC 1421.25%1.60%2.24%Q2 2018Q3 202320
Stratos Investment Management, LLC 19190.79%1.44%2.48%Q1 2019Q3 202319
Successful Portfolios LLC 19190.16%0.41%0.77%Q3 2018Q1 202319
Cito Capital Group, LLC 19190.25%0.33%0.47%Q2 2018Q4 202219
AE Wealth Management LLC 19190.00%0.11%0.23%Q1 2019Q3 202319
Arete Wealth Advisors, LLC 1320.01%0.04%0.08%Q1 2018Q2 202319
TELEMUS CAPITAL, LLC 19190.30%0.42%1.24%Q1 2019Q3 202319
UBP Investment Advisors SA 1721.40%7.70%9.47%Q4 2017Q3 202219
Princeton Global Asset Management LLC 19190.01%0.03%0.14%Q4 2018Q2 202319
Clearwater Capital Advisors, LLC 19190.10%3.22%4.60%Q3 2018Q1 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Strategic Investment Advisors / MI 19190.04%0.48%1.43%Q1 2019Q3 202319
FAGAN ASSOCIATES, INC. 18180.15%0.30%0.52%Q2 2018Q3 202218
Chesley Taft & Associates LLC 18180.02%0.17%0.39%Q2 2019Q3 202318
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.01%Q1 2014Q3 202318
Capital Advisory Group Advisory Services, LLC 1320.03%1.57%5.09%Q3 2018Q3 202318
Cetera Advisor Networks LLC 1010.00%0.08%0.19%Q1 2018Q3 202318
Gradient Investments LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Tillar-Wenstrup Advisors, LLC 1170.24%4.90%9.86%Q1 2018Q4 202218
ARGI Investment Services, LLC 18180.01%0.47%1.99%Q1 2017Q2 202118
CUTLER INVESTMENT COUNSEL LLC 18180.07%1.63%2.00%Q4 2017Q1 202218
Aspen Investment Management Inc 18180.34%0.61%0.92%Q4 2018Q1 202318
Merit Financial Group, LLC 1350.02%1.61%8.89%Q4 2018Q3 202318
Capital Investment Advisory Services, LLC 18180.00%0.02%0.04%Q2 2019Q3 202318
Strategic Wealth Partners, Ltd. 1250.01%0.93%2.80%Q4 2017Q1 202317
KMG FIDUCIARY PARTNERS, LLC 17170.04%0.12%0.28%Q3 2019Q3 202317
REILLY FINANCIAL ADVISORS, LLC 17170.03%0.59%1.39%Q4 2017Q4 202117
MFA WEALTH ADVISORS, LLC 1071.19%8.63%11.47%Q4 2017Q3 202317
Janney Montgomery Scott LLC 980.00%0.03%0.08%Q4 2017Q1 202317
Semmax Financial Advisors Inc. 1610.01%0.02%0.13%Q1 2019Q3 202317
SeaBridge Investment Advisors LLC 17170.34%0.42%0.54%Q2 2018Q2 202217
Aptus Capital Advisors, LLC 17170.00%0.00%0.02%Q3 2019Q3 202317
RAYMOND JAMES TRUST N.A. 17170.01%0.05%0.14%Q2 2018Q2 202217
Carmichael Hill & Associates, Inc. 16160.01%0.03%0.07%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.02%0.02%0.03%Q4 2019Q3 202316
NEXT Financial Group, Inc 1310.00%0.03%0.22%Q3 2014Q4 202116
CVA Family Office, LLC 16160.29%0.70%1.50%Q4 2019Q3 202316
LexAurum Advisors, LLC 16160.26%0.60%0.84%Q3 2018Q2 202216
Uncommon Cents Investing LLC 16160.31%1.48%9.41%Q4 2019Q3 202316
Foresight Wealth Management, LLC 16160.00%0.16%0.38%Q4 2018Q3 202216
BCS Wealth Management 16160.17%0.47%1.77%Q4 2019Q3 202316
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 16160.24%1.63%4.30%Q2 2018Q1 202216
MBM Wealth Consultants, LLC 1060.10%4.16%7.03%Q4 2018Q3 202316
Aspire Private Capital, LLC 970.00%0.19%0.51%Q1 2019Q3 202316
PROTECTIVE LIFE CORP 16160.33%0.41%0.45%Q3 2019Q2 202316
Center for Financial Planning, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
Archer Investment Corp 16160.01%0.01%0.03%Q4 2019Q3 202316
Relaxing Retirement Coach 16160.28%2.12%5.53%Q4 2017Q3 202116
Strategic Blueprint, LLC 1150.02%0.12%0.42%Q4 2018Q4 202216
Cribstone Capital Management, LLC 16160.00%0.15%0.38%Q4 2017Q3 202116
SimpliFi, Inc. 880.94%3.83%7.66%Q2 2018Q1 202316
Patriot Financial Group Insurance Agency, LLC 1410.00%0.01%0.02%Q3 2018Q2 202215
Disciplined Investments, LLC 15150.00%0.01%0.03%Q4 2019Q2 202315
American Research & Management Co. 1010.02%0.03%0.08%Q1 2018Q3 202215
Advisor Group, Inc. 15150.01%0.02%0.04%Q2 2016Q4 201915
Hilltop Holdings Inc. 870.06%0.36%0.65%Q1 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.04%0.08%Q1 2020Q3 202315
BerganKDV Wealth Management, LLC 15150.04%0.14%0.40%Q4 2019Q2 202315
Fernwood Investment Management, LLC 15150.40%0.50%0.81%Q1 2020Q3 202315
EATON VANCE MANAGEMENT 15150.00%0.01%0.01%Q1 2019Q3 202215
ST GERMAIN D J CO INC 730.00%0.32%0.82%Q3 2018Q4 202315
AdvisorNet Financial, Inc 15150.00%0.17%0.56%Q1 2018Q3 202115
Retirement Group, LLC 1410.03%0.11%0.23%Q4 2019Q3 202315
Banco Santander, S.A. 15150.02%0.06%0.12%Q4 2018Q2 202215
Clearstead Trust, LLC 15150.01%0.26%0.76%Q1 2020Q3 202315
Westover Capital Advisors, LLC 1140.11%2.70%5.07%Q2 2019Q3 202315
Patten Group, Inc. 15150.00%0.00%0.01%Q2 2015Q4 201815
Pinnacle Family Advisors, LLC 810.17%0.60%1.06%Q1 2017Q2 202315
Eldridge Investment Advisors, Inc. 870.08%0.32%1.04%Q1 2018Q3 202315
MSI Financial Services Inc 14140.00%0.01%0.03%Q3 2013Q4 201614
Edmonds Duncan Registered Investment Advisors, LLC 14140.10%0.26%0.59%Q4 2018Q1 202214
Cetera Investment Advisers 1210.01%0.03%0.08%Q4 2018Q3 202314
ROOSEVELT INVESTMENT GROUP LLC 14140.05%0.08%0.11%Q2 2019Q3 202214
BAILARD, INC. 950.02%0.20%0.80%Q4 2017Q3 202214
TWO SIGMA SECURITIES, LLC 610.01%0.02%0.06%Q3 2018Q2 202314
Brinker Capital Investments, LLC 14140.01%0.13%0.47%Q1 2018Q2 202114
C M BIDWELL & ASSOCIATES LTD 14140.01%0.98%2.77%Q4 2017Q1 202114
Graypoint LLC 14140.06%0.25%0.70%Q1 2020Q2 202314
IndexIQ Advisors LLC 14140.00%0.54%1.08%Q4 2018Q1 202214
GOLDMAN SACHS GROUP INC 410.00%0.00%0.00%Q1 2012Q3 202314
STIFEL FINANCIAL CORP 1040.00%0.00%0.00%Q2 2017Q3 202214
SEI INVESTMENTS CO 1220.00%0.00%0.00%Q2 2017Q3 202314
Pensionmark Financial Group, LLC 950.04%0.16%0.50%Q4 2018Q3 202314
FIRST NATIONAL CORP /MA/ /ADV 710.22%0.87%4.73%Q4 2018Q3 202314
Astor Investment Management LLC 732.44%7.01%14.33%Q1 2019Q3 202314
Pacific Center for Financial Services 14140.00%1.71%10.31%Q4 2016Q1 202014
FLC Capital Advisors 13130.51%3.66%7.76%Q4 2018Q4 202113
MANUFACTURERS LIFE INSURANCE COMPANY, THE 13130.00%0.00%0.00%Q2 2015Q2 201813
Perigon Wealth Management, LLC 1210.00%0.05%0.13%Q2 2016Q4 202013
Kestra Advisory Services, LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
Ridgewood Investments LLC 13130.19%0.36%0.49%Q3 2020Q3 202313
Larson Financial Group LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Ausdal Financial Partners, Inc. 13130.06%0.12%0.18%Q4 2016Q4 201913
FIDUCIARY TRUST CO 13130.01%0.02%0.02%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
AlphaMark Advisors, LLC 13130.01%0.02%0.02%Q4 2016Q4 201913
Bison Wealth, LLC 13130.01%0.16%1.39%Q4 2019Q4 202213
Verition Fund Management LLC 910.01%0.34%3.34%Q2 2018Q4 202113
SHEETS SMITH WEALTH MANAGEMENT 1030.04%0.09%0.29%Q1 2020Q3 202313
Advisory Alpha, LLC 1120.00%0.44%0.73%Q2 2018Q3 202313
Gs Investments, Inc. 13130.00%0.22%0.92%Q3 2020Q3 202313
CENTRAL TRUST Co 710.00%0.05%0.16%Q4 2019Q3 202313
Integrated Wealth Concepts LLC 13130.01%0.04%0.07%Q2 2019Q2 202213
Rosenberg Matthew Hamilton 1210.01%0.03%0.17%Q1 2020Q3 202313
JNBA Financial Advisors 13130.00%0.00%0.03%Q1 2018Q1 202113
Rockefeller Capital Management L.P. 12120.00%0.00%0.00%Q1 2020Q4 202212
Sargent Bickham Lagudis LLC 12120.00%0.32%0.95%Q4 2016Q3 201912
McIlrath & Eck, LLC 12120.01%0.07%0.10%Q4 2020Q3 202312
RiverFront Investment Group, LLC 930.01%0.96%2.28%Q4 2017Q2 202112
Jaffetilchin Investment Partners, LLC 810.07%0.11%0.18%Q1 2016Q2 202012
THRIVENT FINANCIAL FOR LUTHERANS 720.00%0.01%0.03%Q1 2019Q3 202312
Octavia Wealth Advisors, LLC 12120.07%0.10%0.13%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12120.01%3.12%7.45%Q4 2020Q3 202312
DeGreen Capital Management LLC 12120.98%2.86%5.81%Q4 2018Q3 202112
GeoWealth Management, LLC 750.05%0.72%1.86%Q4 2019Q3 202312
True Link Financial Advisors, LLC 12120.22%0.25%0.28%Q4 2020Q3 202312
Koshinski Asset Management, Inc. 1110.02%0.19%0.61%Q4 2018Q4 202212
FLOW TRADERS U.S. LLC 310.00%0.17%0.56%Q2 2018Q2 202312
Gradient Capital Advisors, LLC 12120.12%4.15%7.22%Q2 2018Q1 202112
McGuire Investment Group, LLC 840.04%1.19%2.38%Q1 2019Q3 202312
Mount Lucas Management LP 750.14%0.22%0.32%Q2 2020Q3 202312
Stratos Wealth Partners, LTD. 710.00%0.03%0.16%Q3 2017Q3 202312
Private Capital Group, LLC 12120.00%0.02%0.04%Q4 2017Q3 202012
1900 WEALTH MANAGEMENT LLC 12120.03%0.13%0.30%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.04%0.12%0.19%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.02%Q2 2013Q1 201612
Orgel Wealth Management, LLC 12120.31%21.81%53.48%Q1 2017Q4 201912
Procyon Advisors, LLC 12120.00%0.20%0.39%Q4 2019Q3 202212
WEBSTERROGERS FINANCIAL ADVISORS, LLC 12120.59%2.21%5.28%Q4 2020Q3 202312
ENTERPRISE FINANCIAL SERVICES CORP 12120.00%2.39%6.19%Q1 2019Q4 202112
3D ASSET MANAGEMENT, INC 12120.72%1.57%2.11%Q1 2017Q4 201912
Values First Advisors, Inc. 710.00%0.86%1.79%Q4 2019Q3 202312
Silver Lake Advisory, LLC 12120.30%0.65%1.52%Q1 2019Q4 202112
PICTET ASSET MANAGEMENT LTD 12120.01%0.02%0.05%Q3 2018Q2 202112
WealthPLAN Partners, LLC 920.01%0.03%0.04%Q2 2019Q2 202311
Koss-Olinger Consulting, LLC 11110.05%0.07%0.10%Q1 2021Q3 202311
WJ Wealth Management, LLC 11111.45%5.34%9.43%Q1 2021Q3 202311
Spire Wealth Management 11110.01%0.03%0.09%Q1 2021Q3 202311
Adero Partners, LLC 1010.13%0.37%0.98%Q4 2019Q4 202211
Valeo Financial Advisors, LLC 920.00%0.01%0.02%Q2 2018Q1 202111
Addison Advisors LLC 1010.13%2.20%2.65%Q4 2020Q3 202311
ROWLAND CARMICHAEL ADVISORS INC /ADV 11110.09%0.64%1.56%Q2 2018Q4 202011
FLAGSHIP HARBOR ADVISORS, LLC 710.00%0.04%0.06%Q3 2018Q3 202311
Wambolt & Associates, LLC 11110.07%0.30%0.64%Q1 2021Q3 202311
Ameritas Investment Company, LLC 920.03%0.11%0.25%Q4 2018Q3 202111
HUNTINGTON NATIONAL BANK 520.00%0.00%0.01%Q4 2018Q3 202311
AlphaCentric Advisors LLC 710.01%0.04%0.09%Q2 2020Q3 202311
OneDigital Investment Advisors LLC 410.01%0.07%0.36%Q2 2017Q3 202311
TOWNSQUARE CAPITAL LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
Sowell Financial Services LLC 810.03%0.07%0.19%Q4 2018Q4 202211
Outlook Wealth Advisors, LLC 740.51%1.02%1.85%Q1 2020Q3 202311
WT Wealth Management 11110.23%0.53%1.57%Q3 2020Q1 202311
Live Your Vision, LLC 11110.30%3.49%6.93%Q3 2016Q1 201911
Cornerstone Management, Inc. 11111.47%3.50%5.67%Q1 2021Q3 202311
Crabel Capital Management, LLC 610.07%0.18%0.34%Q4 2017Q4 202211
Bay Harbor Wealth Management, LLC 820.02%0.15%0.24%Q1 2019Q2 202210
Destination Wealth Management 550.01%0.02%0.03%Q1 2018Q3 202310
HORIZON FINANCIAL SERVICES, LLC 10100.26%0.51%0.88%Q2 2021Q3 202310
Elevated Capital Advisors, LLC 510.36%0.84%1.56%Q1 2019Q3 202310
ANDERSON HOAGLAND & CO 10100.07%0.19%0.29%Q4 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.00%0.03%0.04%Q1 2021Q3 202310
Portland Global Advisors LLC 10100.75%1.80%2.35%Q4 2020Q1 202310
Hudson Portfolio Management LLC 10100.60%1.90%2.70%Q2 2021Q3 202310
IHT Wealth Management, LLC 520.00%0.05%0.18%Q1 2017Q3 202310
Jackson Creek Investment Advisors LLC 10100.10%0.72%0.94%Q3 2020Q4 202210
OLD MISSION CAPITAL LLC 210.01%0.06%0.35%Q2 2017Q3 202310
Better Money Decisions, LLC 10100.04%1.77%2.84%Q2 2021Q3 202310
Wagner Wealth Management, LLC 420.01%0.02%0.05%Q4 2017Q3 202210
MERCER GLOBAL ADVISORS INC /ADV 910.00%0.00%0.01%Q1 2019Q1 202310
Seneca House Advisors 730.44%4.00%10.44%Q4 2017Q1 202210
Modera Wealth Management, LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
DIVIDEND ASSETS CAPITAL, LLC 10100.00%0.00%0.01%Q2 2019Q3 202110
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.00%Q2 2020Q4 202210
First Allied Advisory Services, Inc. 910.00%0.31%0.98%Q4 2017Q3 202010
ADVANTAGE INVESTMENT MANAGEMENT, LLC 10100.00%0.06%0.17%Q2 2017Q3 201910
HighMark Wealth Management LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
CreativeOne Wealth, LLC 810.01%0.04%0.08%Q3 2020Q3 20239
CAPITAL ONE FINANCIAL CORP 991.31%2.04%3.18%Q1 2020Q1 20229
JFS WEALTH ADVISORS, LLC 990.02%0.02%0.02%Q3 2021Q3 20239
AlphaStar Capital Management, LLC 990.05%0.56%1.67%Q1 2018Q1 20209
TD Capital Management LLC 990.01%0.02%0.03%Q3 2017Q3 20199
PARK AVENUE SECURITIES LLC 410.01%0.02%0.05%Q4 2019Q1 20239
BB&T SECURITIES, LLC 810.02%0.19%0.38%Q2 2017Q3 20199
M Holdings Securities, Inc. 810.04%0.64%1.08%Q3 2018Q4 20209
Pekin Hardy Strauss, Inc. 990.04%0.13%0.24%Q1 2020Q1 20229
UNITED CAPITAL FINANCIAL ADVISORS, LLC 710.00%0.01%0.02%Q2 2013Q3 20239
Cable Hill Partners, LLC 990.00%0.17%0.62%Q3 2017Q3 20199
WEALTHSOURCE PARTNERS, LLC 510.08%0.53%1.20%Q1 2017Q4 20199
MidWestOne Financial Group, Inc. 990.06%0.08%0.12%Q4 2019Q4 20219
Aletheian Wealth Advisors LLC 990.91%1.15%1.59%Q4 2021Q4 20239
BOSTON ADVISORS LLC 990.14%0.22%0.40%Q4 2016Q4 20189
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 990.01%0.13%0.29%Q2 2018Q2 20209
Q3 Asset Management 510.33%0.90%2.00%Q3 2018Q3 20239
SCOTIA CAPITAL INC. 810.00%0.02%0.04%Q4 2018Q3 20239
MONTAG A & ASSOCIATES INC 990.03%0.08%0.14%Q3 2021Q3 20239
NewEdge Advisors, LLC 990.03%0.09%0.32%Q3 2021Q3 20239
SUNTRUST BANKS INC 630.00%0.02%0.04%Q1 2017Q3 20199
New Millennium Group LLC 880.04%0.17%0.32%Q4 2021Q3 20238
MAGNOLIA CAPITAL ADVISORS LLC 880.07%0.23%0.43%Q4 2019Q3 20218
Wealth Advisory Solutions, LLC 880.00%0.12%0.20%Q4 2019Q3 20218
Laraway Financial Advisors Inc 880.58%0.67%0.76%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.44%0.88%1.22%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.00%0.01%0.02%Q3 2021Q2 20238
Advocacy Wealth Management Services, LLC 880.02%0.10%0.34%Q4 2017Q3 20198
J.W. COLE ADVISORS, INC. 510.02%0.04%0.09%Q4 2019Q1 20228
Firestone Capital Management 880.01%0.02%0.02%Q4 2019Q3 20218
Elmwood Wealth Management, Inc. 710.04%0.17%0.54%Q1 2018Q1 20208
Guardian Wealth Management, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Grace Capital 880.73%0.88%1.16%Q1 2020Q4 20218
Prospera Financial Services Inc 710.00%0.20%0.33%Q3 2020Q3 20238
Miracle Mile Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
FIFTH THIRD BANCORP 410.00%0.00%0.00%Q3 2017Q1 20238
LINCOLN CAPITAL CORP 620.41%1.89%5.17%Q4 2016Q4 20188
WELCH & FORBES LLC 880.00%0.00%0.01%Q3 2021Q2 20238
Capital Advantage, Inc. 440.07%3.60%14.23%Q2 2018Q2 20208
CEERA INVESTMENTS, LLC 880.16%4.27%7.38%Q3 2021Q2 20238
Valtinson Bruner Financial Planning LLC 880.14%7.05%25.56%Q1 2019Q4 20208
Hudock, Inc. 880.00%0.01%0.01%Q4 2017Q3 20198
Trilogy Capital Inc. 880.20%0.76%1.22%Q1 2018Q4 20198
NOTTINGHAM ADVISORS, INC. 880.04%1.05%2.05%Q2 2018Q1 20208
Simplicity Solutions, LLC 880.11%0.14%0.18%Q1 2019Q4 20208
Capital Asset Advisory Services LLC 880.01%0.02%0.03%Q4 2019Q3 20218
SIGNET FINANCIAL MANAGEMENT, LLC 880.01%0.05%0.08%Q1 2018Q4 20198
Capital Analysts, LLC 880.00%0.02%0.16%Q3 2018Q2 20208
Gould Capital, LLC 881.65%1.94%2.21%Q4 2021Q3 20238
Apollo Management Holdings, L.P. 880.04%0.66%1.83%Q4 2018Q3 20208
Aurora Private Wealth, Inc. 620.25%6.35%11.13%Q4 2019Q3 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Centennial Wealth Advisory LLC 710.97%4.55%7.15%Q4 2020Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.19%0.24%0.33%Q4 2021Q3 20238
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.03%0.08%0.15%Q3 2021Q3 20238
Marion Wealth Management 880.91%1.00%1.18%Q4 2021Q3 20238
D. SCOTT NEAL, INC. 883.40%9.12%20.58%Q1 2018Q4 20198
Evolution Wealth Advisors, LLC 880.06%0.09%0.14%Q1 2021Q4 20228
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
Main Street Financial Solutions, LLC 770.03%0.04%0.05%Q4 2020Q2 20227
Bouchey Financial Group Ltd 770.33%2.58%3.65%Q3 2018Q1 20207
AMERICAN NATIONAL BANK 770.08%0.17%0.29%Q1 2017Q3 20187
Orca Investment Management, LLC 770.57%4.90%9.98%Q2 2021Q4 20227
Pinnacle Advisory Group, Inc. 770.04%3.27%8.37%Q1 2018Q3 20197
Emerald Advisors, LLC 770.41%0.61%0.88%Q1 2020Q3 20217
Raab & Moskowitz Asset Management LLC 770.14%0.71%0.96%Q2 2018Q4 20197
BALDWIN BROTHERS LLC/MA 520.00%0.01%0.01%Q1 2022Q4 20237
Connectus Wealth, LLC 770.03%0.17%0.77%Q1 2022Q3 20237
COWA, LLC 772.08%4.65%6.92%Q4 2020Q2 20227
Capital Wealth Alliance, LLC 520.12%0.55%1.40%Q4 2019Q1 20237
GSB Wealth Management, LLC 770.11%0.32%0.55%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.02%0.03%Q4 2021Q2 20237
Blue Edge Capital, LLC 770.30%1.80%2.93%Q4 2017Q2 20197
Delos Wealth Advisors, LLC 770.09%1.68%4.06%Q1 2022Q3 20237
361 CAPITAL LLC 770.08%0.34%0.78%Q4 2018Q2 20207
Harborview Advisors, LLC 773.22%4.12%5.32%Q4 2017Q2 20197
L.M. KOHN & COMPANY 770.10%0.19%0.29%Q1 2022Q3 20237
Cedar Mountain Advisors, LLC 774.43%5.09%5.67%Q1 2022Q3 20237
ClearBridge Investments 770.00%0.00%0.00%Q4 2018Q2 20207
Ironwood Investment Counsel, LLC 770.10%0.58%1.29%Q1 2018Q3 20197
Rockbridge Investment Management, LCC 770.04%0.06%0.12%Q2 2020Q4 20217
DAVENPORT & Co LLC 770.00%0.01%0.01%Q1 2022Q3 20237
New England Investment & Retirement Group, Inc. 610.05%0.68%1.93%Q2 2018Q1 20207
AXA S.A. 770.00%0.00%0.00%Q4 2013Q2 20157
SMITH CHAS P & ASSOCIATES PA CPAS 310.02%0.03%0.03%Q2 2021Q2 20237
MTM Investment Management, LLC 770.12%0.18%0.22%Q1 2022Q3 20237
Tradewinds Capital Management, LLC 770.54%6.21%22.19%Q1 2022Q3 20237
Bank of New Hampshire 770.32%0.95%1.15%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.03%0.06%0.11%Q1 2022Q3 20237
FDx Advisors, Inc. 610.01%0.02%0.05%Q2 2017Q3 20197
Raleigh Capital Management Inc. 770.18%0.29%0.47%Q1 2022Q3 20237
Argentus Capital Management, LLC 770.05%0.13%0.32%Q1 2015Q3 20167
Orion Capital Management LLC 770.28%0.42%0.56%Q4 2020Q2 20227
First National Bank of South Miami 770.00%0.03%0.04%Q2 2021Q4 20227
COLTON GROOME FINANCIAL ADVISORS, LLC 770.14%0.25%0.32%Q2 2019Q4 20207
TIAA, FSB 660.02%0.13%0.22%Q1 2022Q2 20236
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 662.38%10.49%15.70%Q4 2017Q1 20196
VIRIDIAN RIA, LLC 420.86%1.16%1.65%Q3 2020Q1 20226
Laidlaw Wealth Management LLC 510.04%0.30%0.54%Q4 2020Q2 20226
First Horizon Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Western Wealth Management, LLC 660.01%0.03%0.03%Q2 2022Q3 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.11%0.28%0.59%Q2 2022Q3 20236
CREDIT SUISSE AG/ 660.00%0.00%0.00%Q3 2014Q4 20156
Lloyd Advisory Services, LLC. 510.10%0.17%0.20%Q4 2019Q1 20226
McBroom & Associates, LLC 660.58%0.91%1.10%Q3 2022Q4 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.01%Q2 2022Q3 20236
COLONY GROUP LLC 330.01%0.02%0.03%Q4 2015Q3 20236
FLAGSTAR ADVISORS INC 660.11%0.13%0.14%Q1 2022Q2 20236
Meridian Wealth Management, LLC 660.06%0.19%0.39%Q2 2022Q3 20236
AGF INVESTMENTS INC. 660.18%0.22%0.36%Q3 2013Q4 20146
Community Bank, N.A. 660.01%0.13%0.17%Q2 2018Q3 20196
Eudaimonia Partners, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
REUTER JAMES WEALTH MANAGEMENT, LLC 510.27%0.59%0.97%Q1 2022Q3 20236
Castle Rock Wealth Management, LLC 420.08%0.61%1.12%Q1 2020Q3 20216
Atlas Private Wealth Advisors 510.01%0.08%0.15%Q1 2021Q2 20236
Smart Money Group LLC 310.61%1.47%2.38%Q1 2021Q4 20226
WEDBUSH SECURITIES INC 420.01%0.04%0.05%Q1 2018Q4 20226
Investors Financial Group, LLC 660.16%0.28%0.38%Q4 2019Q1 20216
FIRST TRUST ADVISORS LP 660.00%0.00%0.00%Q2 2022Q3 20236
Sound Income Strategies, LLC 330.00%0.03%0.08%Q3 2018Q3 20236
PRIVATE TRUST CO NA 660.01%0.03%0.04%Q2 2022Q3 20236
Ameritas Advisory Services, LLC 660.01%0.02%0.03%Q4 2021Q1 20236
NewSquare Capital LLC 660.76%0.94%1.13%Q2 2022Q3 20236
Range Financial Group LLC 660.51%0.75%1.15%Q2 2022Q3 20236
Litman Gregory Wealth Management LLC 660.00%0.00%0.00%Q4 2019Q1 20216
Canal Capital Management, LLC 660.13%0.18%0.24%Q2 2017Q3 20186
PINNACLE ASSOCIATES LTD 660.02%0.07%0.10%Q1 2018Q2 20196
EDMOND DE ROTHSCHILD HOLDING S.A. 660.02%0.03%0.04%Q4 2016Q1 20186
HERITAGE WEALTH MANAGEMENT, LLC 420.01%0.01%0.03%Q2 2021Q4 20226
YHB Investment Advisors, Inc. 660.11%0.14%0.18%Q2 2022Q3 20236
Lucia Wealth Services, LLC 660.10%0.74%1.54%Q2 2019Q3 20206
FIRST HAWAIIAN BANK 660.01%0.05%0.08%Q3 2018Q4 20196
Legal Advantage Investments, Inc. 660.69%0.74%0.80%Q4 2020Q1 20226
UMB Bank, n.a. 660.01%0.01%0.01%Q4 2021Q1 20236
WBI INVESTMENTS, LLC 510.07%0.33%0.63%Q1 2019Q3 20236
Pinnacle Wealth Management Advisory Group, LLC 660.18%0.66%0.99%Q1 2018Q2 20196
Brendel Financial Advisors LLC 660.53%1.07%2.11%Q2 2021Q3 20226
PETERSON WEALTH MANAGEMENT 660.31%1.42%3.00%Q4 2019Q1 20216
FormulaFolio Investments, LLC 660.06%1.22%2.52%Q1 2018Q2 20196
Global Financial Private Capital, Inc 660.50%0.58%0.76%Q1 2019Q2 20206
Treasure Coast Financial Planning 666.36%8.58%9.75%Q4 2021Q1 20236
D.A. DAVIDSON & CO. 660.01%0.01%0.01%Q2 2022Q3 20236
Orion Portfolio Solutions, LLC 310.01%0.15%0.38%Q1 2020Q3 20226
Clearview Wealth Advisors LLC 660.15%0.19%0.25%Q2 2022Q3 20236
Hanson & Doremus Investment Management 660.04%0.06%0.09%Q1 2022Q2 20236
AXXCESS WEALTH MANAGEMENT, LLC 660.04%0.08%0.14%Q2 2022Q3 20236
TruWealth Advisors, LLC 660.03%0.04%0.04%Q1 2022Q2 20236
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
KESTRA PRIVATE WEALTH SERVICES, LLC 550.02%0.03%0.03%Q3 2022Q3 20235
1620 INVESTMENT ADVISORS, INC. 552.06%2.40%2.86%Q4 2021Q4 20225
Latitude Advisors, LLC 550.38%1.17%1.94%Q2 2021Q2 20225
B. Riley Wealth Advisors, Inc. 550.07%0.12%0.14%Q4 2018Q4 20195
TCG Advisors, LP 550.26%2.63%6.19%Q4 2018Q4 20195
Wealthfront Advisers LLC 320.00%0.11%0.31%Q2 2022Q3 20235
SENTINEL PENSION ADVISORS INC 320.08%0.28%1.02%Q4 2019Q1 20215
NorthCoast Asset Management LLC 550.03%0.03%0.05%Q3 2020Q3 20215
Hedeker Wealth, LLC 551.78%2.49%4.18%Q1 2022Q1 20235
Center For Asset Management LLC 410.19%0.38%0.54%Q4 2020Q4 20225
LVZ, Inc. 550.09%0.12%0.13%Q4 2016Q4 20175
CIBC Private Wealth Group, LLC 210.00%0.00%0.00%Q2 2018Q4 20225
VALLEY NATIONAL BANCORP 552.17%4.43%5.86%Q4 2013Q4 20145
Purus Wealth Management, LLC 550.21%0.39%0.51%Q4 2020Q4 20215
HILL ISLAND FINANCIAL LLC 551.18%1.28%1.36%Q4 2021Q4 20225
Personal Wealth Partners 550.09%0.25%0.48%Q4 2018Q4 20195
Advisor Resource Council 410.11%0.23%0.34%Q2 2022Q3 20235
Legacy Wealth Partners, Inc. 550.13%0.16%0.19%Q4 2019Q4 20205
High Net Worth Advisory Group LLC 550.01%0.03%0.04%Q4 2021Q4 20225
Bluefin Trading, LLC 210.13%0.39%0.82%Q4 2016Q3 20195
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.01%Q4 2020Q4 20225
Formidable Asset Management, LLC 550.62%1.38%4.07%Q2 2018Q2 20195
Sonora Investment Management, LLC 110.00%0.00%0.00%Q4 2018Q3 20215
Lee Financial Group Hawaii, Inc. 550.26%2.56%4.83%Q1 2018Q1 20195
MATHER GROUP, LLC. 550.00%0.01%0.01%Q2 2022Q2 20235
BAINCO INTERNATIONAL INVESTORS 550.29%0.91%1.56%Q4 2017Q4 20185
Equitable Holdings, Inc. 320.00%0.07%0.21%Q4 2021Q3 20235
Global Trust Asset Management, LLC 550.43%0.53%0.61%Q2 2018Q2 20195
Allworth Financial LP 310.00%0.04%0.15%Q4 2018Q3 20235
TOTH FINANCIAL ADVISORY CORP 550.00%0.00%0.00%Q3 2022Q3 20235
Strategic Capital Alternatives LLC 550.24%0.29%0.32%Q3 2014Q3 20155
HARVEST GROUP WEALTH MANAGEMENT, LLC 550.00%0.03%0.08%Q2 2019Q2 20205
Ameliora Wealth Management Ltd. 554.57%5.12%5.95%Q3 2022Q3 20235
Wealthcare Advisory Partners LLC 410.00%0.02%0.03%Q1 2021Q3 20235
Columbus Macro, LLC 551.87%3.31%5.41%Q3 2018Q3 20195
KAYS FINANCIAL ADVISORY CORP /ADV 443.66%3.87%4.12%Q1 2018Q4 20184
Wealthspire Advisors, L.P. 440.00%0.00%0.00%Q1 2018Q4 20184
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q3 2018Q2 20234
Clarus Wealth Advisors 440.10%0.14%0.24%Q3 2018Q2 20194
Aveo Capital Partners, LLC 110.14%0.43%1.13%Q3 2018Q2 20214
MayTech Global Investments, LLC 440.04%0.05%0.05%Q4 2020Q3 20214
Advisors Capital Management, LLC 440.20%0.22%0.25%Q4 2018Q3 20194
McNaughton Wealth Management, LLC 440.18%1.31%2.16%Q4 2019Q3 20204
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 440.03%0.28%1.04%Q4 2018Q3 20194
SageView Advisory Group, LLC 440.42%0.53%0.77%Q4 2022Q3 20234
WIPFLI FINANCIAL ADVISORS LLC, 310.00%0.20%0.39%Q4 2020Q3 20224
Seed Wealth Management, Inc. 440.26%0.31%0.36%Q4 2022Q3 20234
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q4 2019Q2 20234
Strategic Capital Group LLC 440.04%0.28%0.52%Q3 2013Q2 20144
BESSEMER GROUP INC 310.00%0.00%0.00%Q2 2021Q3 20234
Golden State Wealth Management, LLC 310.01%0.02%0.06%Q1 2019Q2 20204
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
LINCOLN NATIONAL CORP 220.01%0.01%0.01%Q1 2019Q3 20234
Certified Advisory Corp 440.00%0.01%0.01%Q1 2019Q4 20194
Simplicity Wealth,LLC 440.47%0.98%1.49%Q4 2021Q3 20224
Summit Place Financial Advisors, LLC 440.56%0.85%1.50%Q4 2022Q3 20234
WESTPORT RESOURCES MANAGEMENT INC 440.08%0.10%0.15%Q2 2013Q1 20144
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BERKSHIRE ASSET MANAGEMENT LLC/PA 310.02%0.03%0.04%Q3 2018Q3 20194
Intelligence Driven Advisers, LLC 440.12%0.13%0.15%Q3 2019Q2 20204
Cerity Partners LLC 310.00%0.00%0.01%Q4 2019Q2 20234
All Terrain Financial Advisors, LLC 442.55%3.92%4.46%Q2 2019Q1 20204
SYNOVUS FINANCIAL CORP 310.00%0.00%0.00%Q2 2017Q2 20204
Richard W. Paul & Associates, LLC 440.00%1.72%3.21%Q4 2022Q3 20234
Powers Advisory Group, LLC 443.76%4.19%4.53%Q1 2022Q4 20224
Beacon Capital Management, LLC 440.00%0.01%0.02%Q1 2022Q4 20224
BARING ASSET MANAGEMENT Ltd 440.62%0.68%0.84%Q2 2016Q1 20174
Newbridge Financial Services Group, Inc. 440.02%0.03%0.03%Q4 2022Q3 20234
Capstone Financial Group, Inc. 440.10%0.28%0.79%Q4 2019Q3 20204
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q4 2021Q3 20234
Alpha Omega Wealth Management LLC 440.03%0.03%0.03%Q3 2018Q2 20194
AGF MANAGEMENT LTD 440.00%0.00%0.00%Q4 2022Q3 20234
Capital One Investing, Inc. 440.90%0.99%1.12%Q4 2018Q3 20194
Boston Standard Wealth Management, LLC 440.19%0.94%1.86%Q3 2018Q2 20194
New England Capital Financial Advisors LLC 441.58%1.64%1.74%Q4 2022Q3 20234
Vectors Research Management, LLC 440.01%0.01%0.01%Q3 2021Q2 20224
NORTHSTAR INVESTMENT ADVISORS LLC 440.32%0.45%0.58%Q1 2017Q4 20174
G&S Capital LLC 440.02%0.03%0.04%Q1 2019Q4 20194
HSBC HOLDINGS PLC 440.00%0.00%0.01%Q3 2018Q2 20194
Financial Architects, Inc 440.36%0.59%0.75%Q3 2022Q2 20234
HAZLETT, BURT & WATSON, INC. 440.01%0.01%0.02%Q1 2022Q4 20224
Vista Private Wealth Partners. LLC 310.01%1.84%3.52%Q3 2018Q3 20194
Intellectus Partners, LLC 440.07%0.12%0.17%Q1 2020Q4 20204
Csenge Advisory Group 440.07%0.55%0.75%Q4 2019Q3 20204
Curtis Advisory Group, LLC 440.08%0.08%0.09%Q4 2022Q3 20234
Vantage Investment Advisors, LLC 440.02%0.02%0.02%Q4 2017Q3 20184
Carr Financial Group Corp 440.20%0.46%1.11%Q4 2022Q3 20234
Clark Capital Management Group, Inc. 440.04%0.20%0.34%Q2 2019Q1 20204
Argent Wealth Management LLC 330.87%0.97%1.05%Q4 2019Q2 20203
Facet Wealth, Inc. 330.11%0.42%0.73%Q1 2023Q3 20233
Financial Enhancement Group LLC 330.02%0.03%0.05%Q3 2018Q1 20193
Cornerstone Wealth Management, LLC 210.04%0.04%0.05%Q2 2018Q1 20193
Total Clarity Wealth Management, Inc. 210.01%0.02%0.03%Q4 2019Q4 20213
Rehmann Capital Advisory Group 330.00%0.00%0.00%Q4 2018Q2 20193
Titan Capital Management, LLC /TX 330.01%4.31%6.62%Q4 2018Q2 20193
Veritable, L.P. 210.01%0.01%0.02%Q4 2018Q2 20203
Harvest Investment Services, LLC 330.19%0.23%0.27%Q1 2019Q3 20193
JACOBSON & SCHMITT ADVISORS, LLC 332.40%2.56%2.74%Q2 2018Q4 20183
HBW ADVISORY SERVICES LLC 210.06%0.12%0.22%Q3 2022Q3 20233
Glass Jacobson Investment Advisors llc 210.01%0.01%0.02%Q4 2022Q3 20233
PFG Investments, LLC 330.07%0.08%0.08%Q1 2023Q3 20233
Private Ocean, LLC 210.00%0.01%0.02%Q1 2019Q2 20223
Blackhawk Capital Partners LLC. 330.43%1.72%2.71%Q4 2017Q2 20183
Prime Capital Investment Advisors, LLC 210.01%0.14%0.22%Q2 2021Q3 20233
Davidson Capital Management Inc. 3321.35%25.39%30.75%Q1 2022Q3 20223
Pinkerton Retirement Specialists, LLC 330.62%1.44%2.26%Q2 2018Q4 20183
TimeScale Financial, Inc. 210.01%0.02%0.02%Q2 2019Q3 20203
Beaumont Financial Partners, LLC 210.02%0.18%0.32%Q3 2018Q2 20213
WealthOne, LLC 330.13%0.21%0.33%Q1 2020Q3 20203
American Financial Advisors, LLC 330.05%1.00%2.87%Q4 2018Q2 20193
Capital Advisors, Ltd. LLC 330.11%0.13%0.16%Q4 2018Q2 20193
MOTCO 330.00%0.00%0.00%Q4 2020Q2 20213
Legacy Capital Group California, Inc. 331.96%2.09%2.25%Q1 2023Q3 20233
Financial Engines Advisors L.L.C. 330.01%0.01%0.01%Q1 2022Q3 20223
Regal Investment Advisors LLC 330.07%0.10%0.12%Q3 2014Q1 20153
INNEALTA CAPITAL, LLC 330.23%0.27%0.34%Q2 2019Q4 20193
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
BARINGS LLC 330.06%0.07%0.08%Q4 2018Q2 20193
Financial Guidance Group, Inc. 336.76%7.51%7.96%Q1 2022Q3 20223
Financial Gravity Companies, Inc. 210.06%0.09%0.11%Q4 2017Q4 20183
MYCIO WEALTH PARTNERS, LLC 330.01%0.01%0.01%Q2 2019Q4 20193
Family Asset Management, LLC 330.41%0.63%1.06%Q1 2023Q3 20233
Vericrest Private Wealth 332.77%3.18%3.76%Q4 2021Q2 20223
PDS Planning, Inc 330.21%0.44%0.60%Q1 2018Q3 20183
Hobart Private Capital, LLC 330.17%0.22%0.27%Q1 2023Q3 20233
Parkside Financial Bank & Trust 210.00%0.01%0.01%Q3 2019Q4 20223
Astoria Portfolio Advisors LLC. 333.70%4.70%5.77%Q4 2021Q2 20223
FURE FINANCIAL CORP 330.00%0.00%0.00%Q4 2021Q2 20223
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 330.03%0.04%0.04%Q1 2020Q3 20203
MEITAV INVESTMENT HOUSE LTD 210.00%0.03%0.05%Q1 2018Q2 20233
Simplify Asset Management Inc. 330.03%0.20%0.30%Q1 2023Q3 20233
Centerpoint Advisors, LLC 330.01%0.01%0.01%Q3 2019Q1 20203
PIERSHALE FINANCIAL GROUP, INC. 330.68%5.01%13.64%Q2 2018Q4 20183
Redhawk Wealth Advisors, Inc. 110.02%1.07%2.65%Q3 2018Q4 20193
CNB Bank 210.01%0.04%0.06%Q2 2019Q3 20203
Cottage Street Advisors LLC 330.15%0.15%0.15%Q1 2019Q3 20193
RDA Financial Network 330.09%0.11%0.13%Q1 2019Q3 20193
GFS Advisors, LLC 330.12%0.37%0.56%Q3 2021Q1 20223
BANK OF NOVA SCOTIA 210.01%0.01%0.01%Q1 2020Q3 20223
WFG Advisors, LP 330.07%0.10%0.15%Q2 2013Q4 20133
Donald L. Hagan, LLC 330.17%0.27%0.35%Q1 2023Q3 20233
Revisor Wealth Management LLC 330.63%0.82%1.00%Q1 2023Q3 20233
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.03%0.04%0.05%Q1 2023Q3 20233
FolioMetrix LLC 330.29%0.64%1.03%Q4 2014Q2 20153
WHITENER CAPITAL MANAGEMENT, INC. 210.01%0.01%0.01%Q4 2017Q3 20183
Avior Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Placemark Investments, Inc. 210.00%0.00%0.00%Q3 2013Q2 20143
IRON Financial LLC 330.11%0.14%0.18%Q4 2019Q2 20203
Nilsine Partners, LLC 330.29%0.30%0.31%Q1 2023Q3 20233
USAdvisors Wealth Management, LLC 330.11%3.04%4.69%Q4 2018Q2 20193
Triumph Capital Management 330.27%0.62%0.84%Q1 2023Q3 20233
Insight Wealth Strategies, LLC 330.07%2.36%6.28%Q4 2018Q2 20193
B. Riley Wealth Management, Inc. 210.01%0.02%0.04%Q2 2014Q4 20213
Carroll Financial Associates, Inc. 330.01%0.01%0.02%Q1 2021Q3 20213
Eukles Asset Management 330.00%0.00%0.00%Q2 2019Q4 20193
Frisch Financial Group, Inc. 330.11%0.53%0.79%Q2 2022Q4 20223
Baystate Wealth Management LLC 110.00%0.01%0.02%Q4 2018Q4 20213
KMS FINANCIAL SERVICES, INC 210.03%0.04%0.05%Q3 2013Q2 20143
Headlands Technologies LLC 330.00%0.00%0.01%Q4 2022Q2 20233
Refined Wealth Management 3310.30%10.63%10.89%Q2 2021Q4 20213
HM PAYSON & CO 330.00%0.00%0.00%Q1 2022Q3 20223
WBH ADVISORY INC 330.04%0.10%0.20%Q1 2023Q3 20233
Wells Financial Advisors INC 330.79%0.81%0.84%Q1 2021Q3 20213
Burleson & Company, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
ORSER CAPITAL MANAGEMENT, LLC 335.16%6.21%7.42%Q1 2018Q3 20183
MGO ONE SEVEN LLC 210.00%0.01%0.01%Q4 2017Q4 20183
CREATIVE FINANCIAL DESIGNS INC /ADV 210.00%0.00%0.00%Q1 2017Q3 20233
Salomon & Ludwin, LLC 210.00%0.00%0.00%Q4 2019Q3 20233
UBS ASSET MANAGEMENT AMERICAS INC 330.00%0.00%0.00%Q2 2018Q4 20183
PERSONAL CFO SOLUTIONS, LLC 330.30%0.51%0.83%Q3 2019Q1 20203
CANANDAIGUA NATIONAL BANK & TRUST CO 330.05%0.06%0.06%Q4 2018Q2 20193
Strata Wealth Advisors, LLC 210.24%0.61%1.06%Q4 2022Q3 20233
Lunt Capital Management, Inc. 220.15%0.16%0.18%Q2 2023Q3 20232
Ancora Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2019Q2 20192
Future Financial Wealth Managment LLC 220.06%0.06%0.06%Q4 2021Q1 20222
Tuttle Capital Management, LLC 110.18%0.26%0.35%Q1 2018Q2 20212
Virtu Financial LLC 110.02%0.02%0.02%Q1 2018Q2 20192
Municipal Employees' Retirement System of Michigan 221.46%1.59%1.73%Q3 2019Q4 20192
HOWARD WEALTH MANAGEMENT, LLC 110.02%0.07%0.11%Q4 2019Q1 20222
Fulcrum Equity Management 220.08%0.08%0.08%Q4 2018Q1 20192
TRUST CO OF VERMONT 220.01%0.01%0.02%Q1 2021Q2 20212
Holistic Financial Partners 220.16%0.18%0.20%Q4 2017Q1 20182
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2017Q2 20182
Fortitude Advisory Group L.L.C. 110.03%5.04%10.05%Q1 2022Q3 20232
Warberg Asset Management LLC 220.04%0.04%0.04%Q4 2022Q1 20232
MV CAPITAL MANAGEMENT, INC. 220.15%0.15%0.16%Q4 2014Q1 20152
GIRARD SECURITIES, INC. 220.20%0.21%0.23%Q2 2017Q3 20172
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.00%Q2 2018Q3 20182
Capital Wealth Planning, LLC 220.06%0.06%0.06%Q3 2019Q4 20192
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q3 20212
Legacy Capital Wealth Partners, LLC 110.29%0.30%0.30%Q1 2023Q3 20232
Weaver Consulting Group 220.66%0.68%0.70%Q1 2020Q2 20202
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.02%0.03%0.04%Q1 2022Q2 20222
CANANDAIGUA NATIONAL CORP 220.05%0.05%0.05%Q2 2020Q3 20202
Brookstone Capital Management 220.01%0.01%0.01%Q3 2021Q4 20212
Great Lakes Retirement, Inc. 220.14%4.22%8.30%Q4 2019Q1 20202
Friedenthal Financial 110.46%0.50%0.54%Q2 2018Q4 20182
Beacon Pointe Advisors, LLC 110.00%0.01%0.02%Q3 2022Q3 20232
Ford Financial Group, LLC 220.22%0.38%0.54%Q3 2018Q4 20182
Sandy Cove Advisors, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Claraphi Advisory Network, LLC 220.34%0.54%0.74%Q3 2022Q4 20222
TrueWealth Advisors, LLC 220.14%0.16%0.19%Q4 2020Q1 20212
Mirador Capital Partners LP 220.12%0.16%0.20%Q2 2019Q3 20192
Stratos Wealth Advisors, LLC 220.02%0.06%0.09%Q1 2023Q2 20232
V Wealth Advisors LLC 221.52%1.59%1.65%Q1 2023Q2 20232
Cherry Tree Wealth Management, LLC 223.60%3.80%4.00%Q2 2023Q3 20232
Realta Investment Advisors 220.01%0.01%0.01%Q3 2022Q4 20222
Cerro Pacific Wealth Advisors LLC 220.13%0.14%0.15%Q3 2022Q4 20222
Sequoia Financial Advisors, LLC 110.02%0.02%0.03%Q4 2017Q3 20182
ProVise Management Group, LLC 220.07%0.21%0.35%Q2 2018Q3 20182
VERUS CAPITAL PARTNERS, LLC 220.02%0.10%0.18%Q4 2019Q1 20202
Barber Financial Group, Inc. 220.84%0.86%0.87%Q4 2018Q1 20192
KENNICOTT CAPITAL MANAGEMENT LLC 224.66%5.47%6.29%Q4 2021Q1 20222
CAHILL FINANCIAL ADVISORS INC 220.17%0.22%0.26%Q2 2018Q3 20182
Allegis Investment Advisors, LLC 220.06%0.10%0.14%Q1 2017Q2 20172
Blue Barn Wealth, LLC 220.24%0.29%0.34%Q2 2021Q3 20212
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 220.26%0.31%0.37%Q2 2018Q3 20182
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2018Q1 20192
Stadion Money Management, LLC 110.50%0.77%1.03%Q3 2020Q3 20232
Stockman Wealth Management, Inc. 220.16%0.33%0.50%Q3 2018Q4 20182
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.85%1.00%1.16%Q4 2021Q1 20222
TOMPKINS FINANCIAL CORP 220.00%0.00%0.00%Q1 2022Q2 20222
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.08%0.10%0.12%Q2 2022Q3 20222
Waverly Advisors, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Fort Point Capital Partners LLC 220.04%0.04%0.05%Q3 2022Q4 20222
Commonwealth Equity Services, Inc 220.00%0.01%0.02%Q2 2017Q3 20172
Fortis Advisors, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
W.G. Shaheen & Associates DBA Whitney & Co 220.00%0.00%0.00%Q2 2018Q3 20182
Diversified Investment Strategies, LLC 220.26%0.26%0.26%Q2 2017Q3 20172
Citizens National Bank Trust Department 220.01%0.02%0.03%Q4 2021Q1 20222
TORONTO DOMINION BANK 220.01%0.01%0.01%Q2 2022Q3 20222
BARCLAYS PLC 110.00%0.00%0.00%Q1 2015Q4 20212
KCS Wealth Advisory 220.59%0.62%0.66%Q4 2017Q1 20182
Jane Street Holding, LLC 220.01%0.03%0.05%Q2 2013Q3 20132
Indie Asset Partners, LLC 223.38%3.57%3.76%Q4 2019Q1 20202
CoreCap Advisors, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Genesee Capital Advisors, LLC 220.83%0.86%0.90%Q2 2022Q3 20222
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.03%0.03%0.03%Q2 2022Q3 20222
FinTrust Capital Advisors, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Santori & Peters, Inc. 220.30%0.52%0.73%Q2 2020Q3 20202
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Waterloo Capital, L.P. 110.17%0.53%0.90%Q1 2020Q2 20232
Independent Advisor Alliance 110.03%0.13%0.23%Q1 2017Q4 20192
LIBERTY WEALTH MANAGEMENT LLC 220.07%0.09%0.12%Q1 2023Q2 20232
Keudell/Morrison Wealth Management 220.15%0.16%0.18%Q3 2019Q4 20192
Laurel Wealth Advisors, Inc. 220.07%0.12%0.17%Q2 2019Q3 20192
AlphaCore Capital LLC 220.03%0.03%0.04%Q4 2019Q1 20202
HOWE & RUSLING INC 220.00%0.00%0.00%Q2 2022Q3 20222
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.00%0.00%Q2 2013Q3 20132
HRT FINANCIAL LP 110.00%0.03%0.05%Q4 2019Q3 20222
SILVER OAK SECURITIES, INCORPORATED 220.06%0.07%0.08%Q1 2022Q2 20222
Cypress Wealth Services, LLC 220.08%0.09%0.11%Q3 2018Q4 20182
Mirae Asset Global Investments Co., Ltd. 220.06%0.08%0.10%Q3 2017Q4 20172
EP Wealth Advisors, LLC 220.01%0.02%0.03%Q3 2021Q4 20212
Royal Fund Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
BLUE SQUARE ASSET MANAGEMENT, LLC 110.29%0.29%0.29%Q1 2020Q1 20201
Wright Fund Management, LLC 110.68%0.68%0.68%Q3 2023Q3 20231
Princeton Portfolio Strategies Group LLC 110.11%0.11%0.11%Q1 2017Q1 20171
OPPENHEIMER & CO INC 110.03%0.03%0.03%Q4 2022Q4 20221
JOHNSON INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q4 2016Q4 20161
Financial Management Professionals, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Model Capital Management LLC 1123.94%23.94%23.94%Q3 2020Q3 20201
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Camarda Financial Advisors, LLC 110.19%0.19%0.19%Q4 2015Q4 20151
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Acorn Wealth Advisors, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
WealthBridge Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Principle Wealth Partners LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Mosaic Family Wealth, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
EWG Elevate Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Providence Capital Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Marshall Financial Group LLC 110.12%0.12%0.12%Q4 2022Q4 20221
First PREMIER Bank 110.01%0.01%0.01%Q3 2020Q3 20201
Bell Bank 110.03%0.03%0.03%Q2 2022Q2 20221
Truadvice, LLC 112.03%2.03%2.03%Q1 2022Q1 20221
TECTONIC ADVISORS LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Scissortail Wealth Management, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
FREEDOM WEALTH ALLIANCE, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
TIAA TRUST, NATIONAL ASSOCIATION 110.24%0.24%0.24%Q3 2023Q3 20231
GREAT VALLEY ADVISOR GROUP, INC. 110.06%0.06%0.06%Q4 2019Q4 20191
All Season Financial Advisors, Inc. 111.08%1.08%1.08%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
STEPHENS INC /AR/ 110.03%0.03%0.03%Q1 2023Q1 20231
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.08%0.08%0.08%Q4 2022Q4 20221
HB Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2021Q3 20211
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Zurich Insurance Group Ltd/FI 110.03%0.03%0.03%Q3 2018Q3 20181
Pinnacle Wealth Planning Services, Inc. 110.09%0.09%0.09%Q4 2022Q4 20221
Leelyn Smith, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Auour Investments LLC 110.10%0.10%0.10%Q2 2023Q2 20231
M&T BANK CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
ACIMA PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Betterment LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Kingsview Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q4 2022Q4 20221
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q2 20221
ATWOOD & PALMER INC 110.00%0.00%0.00%Q4 2022Q4 20221
Balentine LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Donoghue Forlines LLC 117.47%7.47%7.47%Q3 2023Q3 20231
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q3 2021Q3 20211
NWAM LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Riverview Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
London & Capital Asset Management Ltd 110.09%0.09%0.09%Q1 2021Q1 20211
Crewe Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
CAPITAL ONE, NATIONAL ASSOCIATION 111.00%1.00%1.00%Q4 2019Q4 20191
Horan Securities, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
GRIMES & COMPANY, INC. 112.51%2.51%2.51%Q2 2018Q2 20181
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Walleye Trading LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
HNP Capital LLC 110.13%0.13%0.13%Q1 2020Q1 20201
United Community Bank 110.04%0.04%0.04%Q3 2023Q3 20231
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Moloney Securities Asset Management, LLC 110.34%0.34%0.34%Q1 2023Q1 20231
Permit Capital Advisors, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
FAIRFIELD, BUSH & CO. 110.02%0.02%0.02%Q2 2023Q2 20231
Blume Capital Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Bangor Savings Bank 110.00%0.00%0.00%Q2 2022Q2 20221
DDFG, Inc 111.71%1.71%1.71%Q4 2022Q4 20221
Transform Wealth, LLC 110.06%0.06%0.06%Q2 2019Q2 20191
Cascadia Advisory Services, LLC 110.46%0.46%0.46%Q4 2019Q4 20191
BBVA USA Bancshares, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
QUEST CAPITAL MANAGEMENT INC /ADV 110.11%0.11%0.11%Q3 2019Q3 20191
Global Wealth Management Investment Advisory, Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
Stewardship Advisors, LLC 111.70%1.70%1.70%Q4 2019Q4 20191
OPTIMUM INVESTMENT ADVISORS 110.01%0.01%0.01%Q1 2015Q1 20151
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q1 20181
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q3 2019Q3 20191
Crosspoint Capital Strategies, LLC 110.12%0.12%0.12%Q4 2015Q4 20151
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Ceros Financial Services Inc. 110.70%0.70%0.70%Q1 2019Q1 20191
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
BB&T INVESTMENT SERVICES, INC. 110.05%0.05%0.05%Q4 2017Q4 20171
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
GERMAN AMERICAN BANCORP, INC. 110.09%0.09%0.09%Q4 2018Q4 20181
Trexquant Investment LP 110.01%0.01%0.01%Q1 2023Q1 20231
Knowledge Leaders Capital, LLC 111.37%1.37%1.37%Q3 2018Q3 20181
Hibernia Wealth Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
SIMON QUICK ADVISORS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Fiduciary Planning LLC 110.72%0.72%0.72%Q4 2019Q4 20191
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.07%0.07%0.07%Q4 2018Q4 20181
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Carmel Capital Partners, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Freestone Capital Holdings, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Onyx Bridge Wealth Group LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Tempus Wealth Planning, LLC 110.24%0.24%0.24%Q3 2022Q3 20221
Treynor Bancshares, Inc. 113.27%3.27%3.27%Q3 2023Q3 20231
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q4 2022Q4 20221
Oxler Private Wealth LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Ipswich Investment Management Co., Inc. 110.06%0.06%0.06%Q4 2018Q4 20181
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 111.64%1.64%1.64%Q3 2023Q3 20231
MACKENZIE FINANCIAL CORP 110.03%0.03%0.03%Q1 2019Q1 20191
WCG Wealth Advisors LLC 110.71%0.71%0.71%Q3 2023Q3 20231
BEACON FINANCIAL GROUP 111.13%1.13%1.13%Q3 2023Q3 20231
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
CX Institutional 110.02%0.02%0.02%Q3 2018Q3 20181
Cedar Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Worth Asset Management, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 110.10%0.10%0.10%Q2 2020Q2 20201
Kovack Advisors, Inc. 110.07%0.07%0.07%Q2 2018Q2 20181
Vigilant Capital Management, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
UNITED BANK 110.28%0.28%0.28%Q3 2017Q3 20171
AJ WEALTH STRATEGIES, LLC 112.58%2.58%2.58%Q4 2019Q4 20191
David Kennon Inc 110.13%0.13%0.13%Q1 2023Q1 20231
Snowden Capital Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
KerberRose Wealth Management, LLC 111.05%1.05%1.05%Q2 2022Q2 20221
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Vigilare Wealth Management 110.30%0.30%0.30%Q4 2023Q4 20231
Cavalier Investments, LLC 110.58%0.58%0.58%Q3 2015Q3 20151
Ulland Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CAPE COD FIVE CENTS SAVINGS BANK 110.03%0.03%0.03%Q2 2020Q2 20201
NBC SECURITIES, INC. 110.15%0.15%0.15%Q3 2023Q3 20231
Teamwork Financial Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
External links

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