SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.01%Q4 2013Q2 202448
Creative Planning 44440.00%1.19%5.79%Q3 2013Q2 202447
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 45450.95%3.09%5.32%Q2 2013Q2 202445
RAYMOND JAMES & ASSOCIATES 45450.00%0.07%0.31%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.01%0.04%0.08%Q2 2013Q2 202445
CITIGROUP INC 45450.00%0.00%0.03%Q2 2013Q2 202445
DUNCKER STREETT & CO INC 45450.03%0.17%0.31%Q2 2013Q2 202445
LPL Financial LLC 45450.02%0.12%0.58%Q2 2013Q2 202445
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 45450.08%1.38%3.22%Q2 2013Q2 202445
JPMORGAN CHASE & CO 45450.00%0.00%0.01%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 45450.00%0.07%0.12%Q2 2013Q2 202445
BANK OF MONTREAL /CAN/ 45450.00%0.00%0.01%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.02%0.07%Q2 2013Q2 202445
ENVESTNET ASSET MANAGEMENT INC 45450.02%0.24%1.74%Q2 2013Q2 202445
WHITTIER TRUST CO OF NEVADA INC 45450.00%0.13%0.67%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.01%0.02%0.08%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.01%0.05%Q2 2013Q2 202445
WHITTIER TRUST CO 45450.00%0.04%0.17%Q2 2013Q2 202445
Cambridge Investment Research Advisors, Inc. 44440.00%0.02%0.15%Q3 2013Q2 202444
Bank of New York Mellon Corp 3860.00%0.00%0.01%Q2 2013Q2 202444
US BANCORP \DE\ 22220.00%0.00%0.00%Q2 2013Q2 202444
DUMONT & BLAKE INVESTMENT ADVISORS LLC 44440.35%0.54%0.77%Q3 2013Q2 202444
PNC FINANCIAL SERVICES GROUP, INC. 44440.00%0.00%0.01%Q3 2013Q2 202444
GUGGENHEIM CAPITAL LLC 26180.00%0.02%0.12%Q2 2013Q2 202444
Raymond James Financial Services Advisors, Inc. 2580.01%0.04%0.13%Q2 2013Q2 202443
Janney Montgomery Scott LLC 32110.00%0.04%0.14%Q3 2013Q2 202443
OPPENHEIMER & CO INC 27160.01%0.03%0.26%Q3 2013Q2 202443
COURIER CAPITAL LLC 43430.05%0.35%0.94%Q4 2013Q2 202443
HSBC HOLDINGS PLC 37370.00%0.00%0.01%Q2 2015Q2 202443
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 43430.04%2.21%3.45%Q4 2013Q2 202443
PEAPACK GLADSTONE FINANCIAL CORP 43430.01%0.05%0.23%Q4 2013Q2 202443
Private Advisor Group, LLC 25170.00%0.05%0.28%Q4 2013Q2 202443
STATE STREET CORP 4010.00%0.00%0.01%Q2 2013Q2 202442
HM PAYSON & CO 42420.00%0.26%0.82%Q1 2014Q2 202442
Capital Advisors, Ltd. LLC 42420.03%0.15%0.34%Q1 2014Q2 202442
Ancora Advisors LLC 23190.00%0.03%0.12%Q2 2013Q2 202442
SIGMA INVESTMENT COUNSELORS INC 42422.24%3.11%4.34%Q1 2014Q2 202442
STIFEL FINANCIAL CORP 42420.00%0.01%0.02%Q1 2014Q2 202442
ASSETMARK, INC 41410.00%0.23%0.58%Q2 2014Q2 202441
Capital Investment Advisors, LLC 41410.01%0.41%2.67%Q4 2013Q4 202341
GOLDMAN SACHS GROUP INC 2310.00%0.00%0.04%Q1 2012Q2 202441
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3120.00%0.00%0.01%Q3 2013Q2 202440
Ameritas Investment Partners, Inc. 39390.00%0.03%0.06%Q4 2014Q2 202439
Perkins Coie Trust Co 39390.00%0.00%0.01%Q4 2013Q2 202339
BENJAMIN F. EDWARDS & COMPANY, INC. 39390.00%0.01%0.11%Q4 2014Q2 202439
UBS Group AG 39390.01%0.02%0.06%Q4 2014Q2 202439
DAVENPORT & Co LLC 28110.00%0.01%0.07%Q3 2013Q2 202439
Bangor Savings Bank 38380.12%0.29%0.46%Q4 2013Q1 202338
D'Orazio & Associates, Inc. 38380.10%6.44%12.09%Q1 2015Q2 202438
Neuberger Berman Group LLC 38380.00%0.07%0.18%Q1 2015Q2 202438
VALLEY NATIONAL ADVISERS INC 38380.00%0.00%0.01%Q1 2015Q2 202438
Citadel Advisors 510.00%0.00%0.01%Q4 2014Q2 202436
Cetera Advisor Networks LLC 25110.01%0.02%0.05%Q3 2014Q4 202336
Cetera Advisors LLC 2410.01%0.17%0.56%Q3 2013Q4 202336
Stratos Wealth Partners, LTD. 2110.01%0.09%1.72%Q3 2014Q2 202436
BEACON FINANCIAL GROUP 2030.08%1.01%4.12%Q3 2013Q2 202436
Atria Investments, Inc 2720.05%0.09%0.21%Q3 2013Q2 202436
Clark Capital Management Group, Inc. 1110.02%0.66%1.23%Q2 2013Q2 202435
Gradient Investments LLC 1810.00%0.10%0.41%Q3 2013Q4 202335
JANE STREET GROUP, LLC 2410.00%0.05%0.48%Q1 2014Q2 202435
GREENWOOD CAPITAL ASSOCIATES LLC 18170.05%0.59%1.41%Q3 2013Q2 202435
AE Wealth Management LLC 31310.00%0.18%1.19%Q4 2016Q2 202434
MANUFACTURERS LIFE INSURANCE COMPANY, THE 18160.00%0.02%0.04%Q1 2015Q2 202434
Transamerica Financial Advisors, Inc. 2310.00%0.27%1.03%Q2 2013Q2 202434
Geneos Wealth Management Inc. 34340.00%0.01%0.03%Q1 2016Q2 202434
Dakota Wealth Management 33330.02%2.23%4.98%Q4 2014Q4 202233
Coastline Trust Co 33330.07%0.48%1.40%Q3 2014Q3 202233
IFP Advisors, Inc 2060.00%0.02%0.08%Q4 2015Q2 202433
First Horizon Advisors, Inc. 1710.00%0.01%0.08%Q1 2015Q2 202433
MILLENNIUM MANAGEMENT LLC 1610.00%0.00%0.01%Q1 2014Q2 202433
BARCLAYS PLC 2010.00%0.00%0.04%Q2 2013Q1 202433
Regal Investment Advisors LLC 2610.07%0.48%1.49%Q3 2013Q2 202232
Baird Financial Group, Inc. 2660.00%0.02%0.06%Q2 2015Q2 202332
Snowden Capital Advisors LLC 2570.03%0.07%0.12%Q1 2016Q2 202432
Hilltop Holdings Inc. 32320.07%0.47%0.88%Q3 2016Q2 202432
MML INVESTORS SERVICES, LLC 2010.00%0.05%0.26%Q2 2015Q2 202432
Berkshire Money Management, Inc. 1730.15%3.80%7.55%Q4 2015Q2 202431
Occidental Asset Management, LLC 31310.07%1.03%3.40%Q1 2014Q3 202131
Steward Partners Investment Advisory, LLC 31310.01%0.09%0.22%Q4 2016Q2 202431
CREATIVE FINANCIAL DESIGNS INC /ADV 31310.01%0.02%0.05%Q4 2016Q2 202431
Advisory Services Network, LLC 1310.00%0.48%1.74%Q4 2013Q4 202331
BLAIR WILLIAM & CO/IL 2610.00%0.00%0.00%Q2 2016Q2 202431
Sutton Wealth Advisors Inc. 31310.00%0.05%1.04%Q1 2016Q3 202331
FIFTH THIRD BANCORP 16150.00%0.01%0.03%Q3 2015Q2 202331
Global Retirement Partners, LLC 20100.00%0.01%0.05%Q4 2016Q2 202430
ARCADIA INVESTMENT MANAGEMENT CORP/MI 30300.00%0.80%1.63%Q1 2017Q2 202430
OPPENHEIMER ASSET MANAGEMENT INC. 30300.03%0.06%0.08%Q1 2017Q2 202430
First Allied Advisory Services, Inc. 29290.01%0.14%0.55%Q3 2013Q3 202029
Tower Research Capital LLC (TRC) 1340.00%0.01%0.07%Q1 2016Q2 202429
STEPHENS INC /AR/ 2530.01%0.04%0.14%Q2 2013Q2 202428
D.A. DAVIDSON & CO. 2440.00%0.02%0.06%Q2 2013Q4 202128
Chesley Taft & Associates LLC 1630.02%0.08%0.26%Q2 2013Q4 202228
Koshinski Asset Management, Inc. 1610.03%0.16%0.73%Q4 2014Q4 202228
Glen Eagle Advisors, LLC 15130.00%0.03%0.20%Q4 2016Q2 202428
Capital Analysts, LLC 2610.00%0.01%0.04%Q2 2015Q2 202428
BlackRock Finance, Inc. 1510.00%0.00%0.03%Q2 2014Q4 202228
DEUTSCHE BANK AG\ 1710.00%0.01%0.04%Q3 2013Q2 202427
McIlrath & Eck, LLC 27270.00%0.04%0.15%Q4 2017Q2 202427
PFG Advisors 27270.02%0.13%0.37%Q4 2017Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.00%0.00%0.01%Q4 2017Q2 202427
Brinker Capital Investments, LLC 27270.18%0.39%0.68%Q2 2013Q4 201927
Stratford Consulting, LLC 16110.39%4.06%5.27%Q2 2013Q1 202027
Tortoise Investment Management, LLC 27270.00%0.90%3.70%Q4 2012Q2 201927
AdvisorNet Financial, Inc 27270.00%0.01%0.03%Q4 2017Q2 202427
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.05%0.29%1.24%Q2 2013Q4 201927
Front Row Advisors LLC 27270.00%0.02%0.04%Q4 2017Q2 202427
BB&T SECURITIES, LLC 26260.02%0.17%0.31%Q2 2013Q3 201926
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 26260.01%0.23%0.40%Q1 2018Q2 202426
Windham Capital Management, LLC 1310.04%0.68%2.62%Q2 2013Q4 202326
NAPLES GLOBAL ADVISORS, LLC 26260.12%0.32%0.48%Q4 2013Q1 202026
HOLLENCREST CAPITAL MANAGEMENT 26260.41%0.76%1.60%Q4 2013Q1 202026
Hanlon Investment Management, Inc. 710.63%3.42%9.33%Q3 2013Q2 202226
Fisher Asset Management, LLC 26260.00%0.00%0.00%Q3 2014Q4 202026
Hudock, Inc. 2240.00%0.07%0.27%Q2 2013Q3 202226
Marquette Asset Management, LLC 26260.02%0.18%0.33%Q2 2013Q3 201926
NTV ASSET MANAGEMENT LLC 1420.04%0.23%0.62%Q2 2013Q2 202426
Advisory Alpha, LLC 2010.00%1.05%3.76%Q4 2013Q1 202126
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 26260.06%0.23%0.50%Q1 2018Q2 202426
BOSTON ADVISORS LLC 26260.02%0.15%0.39%Q2 2013Q3 201926
Mariner, LLC 910.00%0.05%0.19%Q4 2013Q2 202426
CAPTRUST FINANCIAL ADVISORS 1920.00%0.03%0.09%Q4 2014Q2 202426
FIFTH THIRD SECURITIES, INC. 1790.23%1.10%4.30%Q4 2017Q2 202426
Simplicity Solutions, LLC 1420.01%0.31%1.28%Q4 2014Q3 202125
SG Americas Securities, LLC 1610.00%0.06%0.28%Q3 2015Q4 202325
ALESCO ADVISORS LLC 25250.01%0.03%0.06%Q4 2013Q4 201925
Freedom Investment Management, Inc. 1010.03%0.57%1.91%Q1 2013Q1 202425
StrategIQ Financial Group, LLC 25250.12%0.56%1.11%Q4 2017Q4 202325
LeJeune Puetz Investment Counsel LLC 25250.55%0.95%1.69%Q1 2017Q1 202325
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 12120.00%0.00%0.01%Q2 2013Q3 201924
CWM, LLC 1210.00%0.03%0.13%Q3 2015Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.01%0.09%0.20%Q3 2018Q2 202424
Focused Wealth Management, Inc 24240.00%0.07%0.89%Q1 2018Q4 202324
Parallel Advisors, LLC 2020.00%0.00%0.00%Q4 2016Q2 202424
PARK AVENUE SECURITIES LLC 910.01%0.06%0.22%Q4 2015Q2 202424
QS Investors, LLC 24240.25%0.59%1.83%Q2 2015Q1 202124
LFA - Lugano Financial Advisors SA 1950.04%1.13%2.39%Q2 2018Q2 202424
AXA S.A. 24240.00%0.01%0.01%Q4 2013Q3 201924
ROCKLAND TRUST CO 24240.04%0.12%0.21%Q3 2018Q2 202424
FMR LLC 24240.00%0.00%0.00%Q3 2018Q2 202424
BTS Asset Management, Inc. 710.04%3.05%10.11%Q1 2016Q3 202323
Gradient Capital Advisors, LLC 13100.10%0.25%0.44%Q4 2017Q2 202423
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2030.62%2.58%4.04%Q2 2017Q2 202423
RiverFront Investment Group, LLC 1670.01%2.99%5.85%Q1 2013Q2 202323
Virtue Capital Management, LLC 730.04%0.47%3.27%Q4 2017Q2 202423
DeGreen Capital Management LLC 23230.65%3.04%4.82%Q1 2016Q3 202123
HighTower Advisors, LLC 810.00%0.03%0.09%Q4 2013Q2 202423
NOTTINGHAM ADVISORS, INC. 23230.03%1.65%12.52%Q4 2014Q2 202023
Donoghue Forlines LLC 1530.12%1.12%8.86%Q3 2017Q2 202423
Avior Wealth Management, LLC 23230.00%0.01%0.03%Q4 2018Q2 202423
Arete Wealth Advisors, LLC 1030.02%0.06%0.09%Q1 2018Q2 202423
Western Asset Management Company, LLC 2010.20%3.01%19.04%Q2 2016Q3 202223
Angeles Investment Advisors, LLC 23230.00%4.58%17.28%Q4 2018Q2 202423
Rehmann Capital Advisory Group 2110.00%0.09%0.15%Q3 2013Q4 202223
Aspire Private Capital, LLC 1660.00%0.08%0.42%Q4 2018Q2 202422
LS Investment Advisors, LLC 22220.00%0.01%0.01%Q3 2014Q4 201922
TSFG, LLC 22220.01%0.02%0.05%Q1 2019Q2 202422
Jacobi Capital Management LLC 22220.01%0.02%0.04%Q2 2016Q3 202122
Vigilant Capital Management, LLC 22220.01%0.70%1.92%Q4 2013Q1 201922
TWO SIGMA SECURITIES, LLC 910.00%0.05%0.19%Q3 2016Q2 202422
NICOLET ADVISORY SERVICES, LLC 22220.03%0.85%4.10%Q1 2019Q2 202422
Capital Investment Advisory Services, LLC 21210.00%0.00%0.01%Q2 2019Q2 202421
Csenge Advisory Group 610.10%0.16%0.38%Q3 2017Q2 202421
Baker Avenue Asset Management, LP 1290.00%0.15%0.40%Q4 2018Q2 202421
FDx Advisors, Inc. 1210.04%0.27%0.66%Q3 2013Q1 201921
FLOW TRADERS U.S. LLC 910.01%0.91%5.67%Q3 2015Q2 202421
NORTHWEST INVESTMENT COUNSELORS, LLC 1210.00%0.12%0.29%Q2 2017Q2 202321
CENTAURUS FINANCIAL, INC. 1650.02%0.24%0.39%Q1 2018Q1 202421
BANQUE PICTET & CIE SA 1420.00%0.12%0.50%Q3 2015Q4 202121
Friedenthal Financial 820.10%3.38%8.53%Q4 2013Q2 202421
Kingsview Wealth Management, LLC 1910.03%0.10%0.15%Q3 2017Q2 202421
SIGNATUREFD, LLC 1330.00%0.02%0.10%Q2 2013Q4 202221
Renaissance Technologies 840.00%0.01%0.04%Q4 2017Q2 202421
Horizon Investments, LLC 1110.01%0.86%4.61%Q2 2014Q4 202121
LEUTHOLD GROUP, LLC 1610.06%0.89%2.66%Q2 2013Q2 202421
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 910.28%1.01%3.26%Q2 2016Q2 202421
IHT Wealth Management, LLC 1120.02%0.10%0.33%Q4 2017Q2 202421
WealthTrust Fairport, LLC 20200.02%0.35%0.52%Q2 2014Q1 201920
B. Riley Wealth Advisors, Inc. 810.00%0.02%0.06%Q2 2014Q2 202420
Arkos Global Advisors 20200.06%0.22%0.53%Q4 2018Q3 202320
FULTON BREAKEFIELD BROENNIMAN LLC 20200.93%1.35%1.77%Q3 2019Q2 202420
ALBION FINANCIAL GROUP /UT 1310.00%0.22%0.91%Q2 2013Q2 202420
MUFG Americas Holdings Corp 1810.00%0.00%0.01%Q3 2013Q2 202020
AEGON USA Investment Management, LLC 1370.41%0.92%1.73%Q3 2013Q3 201820
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.10%0.31%0.78%Q1 2016Q4 202020
Ilmarinen Mutual Pension Insurance Co 20203.06%5.33%9.11%Q3 2019Q2 202420
Lido Advisors, LLC 1910.01%0.10%0.28%Q1 2016Q4 202120
Aptus Capital Advisors, LLC 20200.00%0.00%0.01%Q3 2019Q2 202420
Symmetry Partners, LLC 20200.30%0.69%1.04%Q4 2016Q3 202120
American Portfolios Advisors 20200.00%0.02%0.06%Q4 2017Q3 202220
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.01%Q4 2014Q2 201920
Princeton Portfolio Strategies Group LLC 1820.12%0.23%0.34%Q2 2015Q2 202120
KWMG, LLC 19190.06%0.33%0.86%Q4 2014Q2 201919
Disciplined Investments, LLC 19191.75%2.29%3.18%Q4 2019Q2 202419
WBI INVESTMENTS, LLC 610.06%2.77%9.04%Q2 2013Q2 202419
Equitable Holdings, Inc. 19190.01%0.03%0.10%Q4 2019Q2 202419
Valeo Financial Advisors, LLC 1630.00%0.03%0.05%Q2 2018Q2 202419
Wallington Asset Management, LLC 19190.00%0.75%1.47%Q1 2014Q3 201819
CAPRIN ASSET MANAGEMENT LLC /ADV 19190.01%0.03%0.04%Q1 2018Q3 202219
Concorde Asset Management, LLC 1120.12%0.60%2.14%Q1 2015Q4 202019
LEVEL FOUR ADVISORY SERVICES, LLC 19190.04%0.08%0.13%Q4 2016Q2 202119
HUNTINGTON NATIONAL BANK 1110.00%0.00%0.01%Q1 2015Q2 202419
BALLAST ADVISORS LLC 19190.12%0.15%0.26%Q4 2019Q2 202419
Weatherstone Capital Management 1110.94%7.69%22.85%Q2 2013Q1 201919
Waverly Advisors, LLC 1720.01%0.14%0.40%Q4 2018Q2 202419
Destination Wealth Management 1360.00%1.84%3.21%Q1 2013Q2 201919
M&T BANK CORP 1110.00%0.00%0.01%Q3 2014Q4 202019
UNITED CAPITAL FINANCIAL ADVISORS, LLC 820.00%0.02%0.25%Q4 2014Q4 202119
Pictet North America Advisors SA 990.02%4.56%13.32%Q4 2013Q4 201818
MASSMUTUAL TRUST CO FSB/ADV 1610.00%0.00%0.02%Q4 2017Q3 202318
OSAIC HOLDINGS, INC. 18180.04%0.07%0.10%Q1 2020Q2 202418
TRUIST FINANCIAL CORP 18180.02%0.03%0.06%Q4 2019Q1 202418
Sowell Financial Services LLC 1080.01%0.14%0.48%Q3 2019Q2 202418
Sound Income Strategies, LLC 1620.01%1.12%3.04%Q1 2019Q2 202418
FIRST NATIONAL TRUST CO 18180.04%0.16%0.21%Q1 2020Q2 202418
HOWARD WEALTH MANAGEMENT, LLC 1080.57%0.73%0.92%Q4 2019Q2 202418
Rosenberg Matthew Hamilton 18180.38%0.61%1.33%Q1 2020Q2 202418
Kovitz Investment Group Partners, LLC 1350.01%0.03%0.11%Q4 2018Q2 202318
Value Monitoring, Inc. 7111.42%49.90%100.00%Q4 2016Q3 202218
Advisors Capital Management, LLC 18180.21%0.86%1.35%Q1 2020Q2 202418
LINCOLN NATIONAL CORP 18180.01%0.07%0.24%Q4 2019Q1 202418
Smithfield Trust Co 820.00%0.06%0.17%Q2 2014Q2 202418
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1440.09%0.39%0.76%Q4 2016Q2 202418
Patriot Financial Group Insurance Agency, LLC 1610.00%0.01%0.11%Q4 2016Q2 202217
TOMPKINS FINANCIAL CORP 1110.00%0.01%0.04%Q4 2017Q2 202417
Cumberland Partners Ltd 1250.09%0.16%0.22%Q2 2018Q1 202417
Concert Wealth Management Inc. 1160.06%0.20%1.16%Q2 2013Q3 201717
Good Life Advisors, LLC 17171.09%1.54%2.14%Q2 2020Q2 202417
Commonwealth Equity Services, Inc 17170.00%0.02%0.05%Q3 2013Q3 201717
Crabel Capital Management, LLC 730.34%2.74%4.74%Q2 2019Q2 202417
Archer Investment Corp 1160.00%0.02%0.04%Q4 2019Q1 202417
Jefferies Group LLC 310.00%0.07%0.31%Q3 2013Q3 202217
AVIANCE CAPITAL MANAGEMENT, LLC 1160.01%1.36%8.14%Q4 2013Q1 201817
OneDigital Investment Advisors LLC 710.00%0.04%0.11%Q2 2017Q3 202317
RAND WEALTH, LLC 1250.03%1.87%3.84%Q2 2014Q3 201817
Private Capital Group, LLC 17170.00%0.00%0.01%Q4 2017Q4 202117
iAB Financial Bank 17170.29%0.47%0.60%Q2 2013Q2 201717
PFS INVESTMENTS INC. 17170.14%0.35%0.54%Q4 2017Q4 202117
REILLY FINANCIAL ADVISORS, LLC 17170.00%0.01%0.02%Q4 2017Q4 202117
Compagnie Lombard Odier SCmA 810.00%0.02%0.10%Q1 2014Q3 201917
Cardan Capital Partners, LLC 17170.48%0.63%0.79%Q4 2015Q4 201917
Barber Financial Group, Inc. 17171.67%2.13%2.96%Q1 2018Q1 202217
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 810.01%0.08%0.29%Q4 2018Q2 202417
LWS Wealth Advisors, Inc. 17170.11%0.23%1.63%Q4 2019Q4 202317
HBW ADVISORY SERVICES LLC 17170.10%0.35%1.16%Q1 2020Q1 202417
WealthShield Partners, LLC 920.00%0.04%0.10%Q4 2017Q1 202416
DIMENSION CAPITAL MANAGEMENT LLC 1420.23%0.43%1.09%Q2 2020Q2 202416
VisionPoint Advisory Group, LLC 16160.46%1.37%3.73%Q3 2020Q2 202416
Allen Capital Group, LLC 1120.00%2.14%5.87%Q1 2020Q2 202316
Visionary Asset Management, Inc. 1210.17%0.89%1.23%Q2 2013Q3 201816
Orion Portfolio Solutions, LLC 16160.00%0.19%0.53%Q4 2019Q3 202316
Advisors Asset Management, Inc. 970.00%0.00%0.00%Q3 2015Q2 202016
PRINCIPAL FINANCIAL GROUP INC 1060.00%0.00%0.00%Q2 2014Q1 202116
TOTH FINANCIAL ADVISORY CORP 16160.00%0.00%0.00%Q3 2020Q2 202416
PROTECTIVE LIFE CORP 16160.30%0.40%0.44%Q3 2019Q2 202316
Ashton Thomas Private Wealth, LLC 710.01%0.75%1.98%Q1 2019Q2 202416
PRIVATE TRUST CO NA 970.00%0.07%0.18%Q1 2013Q2 202416
SRS Capital Advisors, Inc. 820.01%0.02%0.06%Q4 2016Q2 202416
Strategic Wealth Partners, Ltd. 1120.01%0.29%0.82%Q4 2017Q1 202216
Key FInancial Inc 1510.00%0.00%0.00%Q1 2020Q2 202416
TD ASSET MANAGEMENT INC 16160.03%0.06%0.14%Q2 2013Q1 201716
MERCER GLOBAL ADVISORS INC /ADV 16160.00%0.01%0.01%Q3 2020Q2 202416
PRUDENTIAL FINANCIAL INC 16160.00%0.00%0.04%Q3 2020Q2 202416
THRIVENT FINANCIAL FOR LUTHERANS 1410.00%0.08%0.21%Q3 2017Q2 202416
IndexIQ Advisors LLC 1140.00%0.32%0.84%Q2 2018Q1 202215
Lattice Strategies LLC 15150.51%0.91%1.37%Q3 2015Q1 201915
SOA Wealth Advisors, LLC. 15150.00%0.00%0.01%Q4 2020Q2 202415
Allworth Financial LP 1310.00%0.03%0.07%Q1 2019Q2 202415
Kestra Advisory Services, LLC 15150.01%0.03%0.18%Q4 2020Q2 202415
FIRST FOUNDATION ADVISORS 15150.02%0.26%0.39%Q2 2013Q4 201615
Janney Capital Management LLC 1140.14%0.35%1.83%Q1 2015Q1 202015
Rockefeller Capital Management L.P. 830.00%0.00%0.01%Q1 2019Q2 202415
MSI Financial Services Inc 15150.02%0.27%0.86%Q2 2013Q4 201615
TrueWealth Advisors, LLC 15150.47%2.35%5.08%Q4 2020Q2 202415
Guardian Wealth Advisors, LLC 15150.19%3.54%4.44%Q4 2020Q2 202415
Sheaff Brock Investment Advisors, LLC 15150.02%0.03%0.03%Q4 2015Q2 201915
PERSONAL CFO SOLUTIONS, LLC 610.00%0.08%0.16%Q3 2019Q2 202415
Advisor Group, Inc. 15150.04%0.14%0.22%Q2 2016Q4 201915
Efficient Market Advisors, LLC 15150.52%3.50%4.64%Q3 2013Q1 201715
TD PRIVATE CLIENT WEALTH LLC 14140.00%0.02%0.05%Q1 2021Q2 202414
COLTON GROOME FINANCIAL ADVISORS, LLC 14140.31%0.50%0.84%Q2 2019Q3 202214
Great Diamond Partners, LLC 14140.58%1.13%1.64%Q1 2021Q2 202414
Vestmark Advisory Solutions, Inc. 1010.01%0.05%0.08%Q1 2019Q2 202314
AMERICAN CENTURY COMPANIES INC 1040.00%0.01%0.06%Q4 2020Q2 202414
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 14140.01%0.03%0.06%Q1 2021Q2 202414
Brendel Financial Advisors LLC 14141.61%2.86%4.68%Q1 2021Q2 202414
SEAVIEW INVESTMENT MANAGERS LLC 14140.07%0.15%0.25%Q1 2021Q2 202414
WEDBUSH SECURITIES INC 1010.01%0.04%0.06%Q3 2014Q4 202214
NOMURA ASSET MANAGEMENT CO LTD 1110.00%0.04%0.07%Q3 2018Q2 202414
Financial Partners Group, Inc 770.12%1.22%3.38%Q1 2018Q2 202414
Global Financial Private Capital, Inc 14140.00%0.57%1.85%Q1 2017Q2 202014
WEBSTER BANK, N. A. 14140.00%0.01%0.01%Q4 2016Q1 202014
WFG Advisors, LP 14140.00%0.04%0.19%Q2 2013Q3 201614
Cetera Investment Advisers 14140.01%0.02%0.04%Q4 2020Q1 202414
WT Wealth Management 950.16%1.75%2.68%Q2 2020Q4 202314
HANCOCK WHITNEY CORP 860.01%0.02%0.02%Q4 2020Q2 202414
CREDIT SUISSE AG/ 810.00%0.00%0.01%Q1 2013Q1 202414
Bluefin Trading, LLC 710.03%0.39%1.81%Q1 2014Q1 201913
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Bogart Wealth, LLC 510.00%0.09%0.33%Q1 2020Q2 202413
MEITAV INVESTMENT HOUSE LTD 510.00%0.01%0.05%Q2 2018Q1 202413
Community Bank, N.A. 940.00%0.42%1.17%Q4 2014Q2 202113
Clearwater Capital Advisors, LLC 13130.15%0.48%1.32%Q2 2016Q2 201913
Wealthcare Advisory Partners LLC 1110.00%0.00%0.02%Q2 2016Q1 202113
LVW Advisors, LLC 760.04%0.65%1.97%Q2 2018Q3 202113
Accuvest Global Advisors 1210.10%0.17%0.39%Q3 2014Q4 201713
PEDDOCK CAPITAL ADVISORS, LLC 940.77%0.90%1.20%Q4 2013Q1 202313
Simmons Bank 910.31%0.48%0.69%Q4 2016Q1 202113
Shilanski & Associates, Inc. 610.19%1.61%2.53%Q2 2019Q3 202313
HARBOUR INVESTMENTS, INC. 940.00%0.22%0.96%Q1 2021Q2 202413
Carroll Financial Associates, Inc. 510.00%0.00%0.02%Q4 2014Q4 202113
MEEDER ASSET MANAGEMENT INC 610.00%0.74%3.54%Q1 2014Q1 202413
SUMMIT FINANCIAL GROUP, INC. 13130.28%0.39%0.46%Q1 2021Q1 202413
Covenant Partners, LLC 610.06%0.08%0.09%Q4 2019Q2 202413
Qube Research & Technologies Ltd 610.00%0.28%1.08%Q4 2019Q1 202413
SevenBridge Financial Group, LLC 13130.00%0.01%0.01%Q2 2016Q2 201913
Mission Creek Capital Partners, Inc. 13130.03%0.28%0.43%Q1 2021Q1 202413
State of New Jersey Common Pension Fund D 13130.08%0.34%0.64%Q2 2021Q2 202413
SEI INVESTMENTS CO 510.00%0.00%0.00%Q1 2015Q1 201913
Visionary Wealth Advisors 13130.08%0.14%0.22%Q2 2021Q2 202413
Mirae Asset Global Investments Co., Ltd. 410.00%0.02%0.07%Q3 2013Q2 202412
PEOPLES BANK /OH 12120.13%0.28%0.45%Q3 2021Q2 202412
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.03%Q2 2013Q1 201612
AFAM CAPITAL, INC. 930.08%2.41%4.65%Q1 2014Q3 201812
PINNACLE ASSOCIATES LTD 610.00%0.01%0.03%Q4 2014Q3 202112
GeoWealth Management, LLC 1110.04%0.15%0.43%Q3 2019Q2 202412
WEALTHSOURCE PARTNERS, LLC 750.05%0.16%0.34%Q1 2018Q4 202112
BDO Wealth Advisors, LLC 1110.00%0.00%0.01%Q2 2017Q2 202212
COMERICA BANK 420.00%0.00%0.01%Q2 2013Q2 202412
Glovista Investments LLC 310.07%3.23%8.65%Q1 2015Q4 202112
VSR Financial Services, Inc. 12120.30%0.46%0.86%Q3 2013Q2 201612
WRAPMANAGER INC 750.06%0.17%0.54%Q1 2018Q1 202412
Sunflower Bank, N.A. 12120.08%0.41%0.61%Q3 2021Q2 202412
J.P. Morgan Private Wealth Advisors LLC 510.00%0.01%0.02%Q4 2014Q3 201812
Aldebaran Financial Inc. 1110.21%0.54%0.82%Q4 2013Q2 201912
Kohmann Bosshard Financial Services, LLC 1020.04%0.19%0.70%Q4 2016Q4 201912
Stadion Money Management, LLC 12120.44%0.69%0.85%Q4 2015Q3 201812
Essex LLC 12125.11%6.17%6.68%Q3 2021Q2 202412
RAYMOND JAMES TRUST N.A. 930.01%0.02%0.03%Q4 2018Q4 202112
State of Tennessee, Department of Treasury 610.00%0.07%0.27%Q4 2017Q2 202212
DUBUQUE BANK & TRUST CO 12120.00%0.11%0.23%Q2 2013Q1 201612
Joseph P. Lucia & Associates, LLC 620.03%0.09%0.28%Q1 2019Q2 202212
Matthew Goff Investment Advisor, LLC 751.55%2.31%2.92%Q3 2017Q2 202412
Tactical Allocation Group LLC 11114.52%8.69%12.85%Q4 2013Q2 201611
Samalin Investment Counsel, LLC 1010.15%0.18%0.21%Q4 2019Q1 202311
BROWN, LISLE/CUMMINGS, INC. 11110.04%0.05%0.07%Q4 2021Q2 202411
Clearview Wealth Advisors LLC 11110.01%0.06%0.29%Q4 2020Q2 202311
Krilogy Financial LLC 1010.00%0.02%0.07%Q3 2015Q3 201811
Arkadios Wealth Advisors 1010.01%0.09%0.28%Q2 2020Q2 202411
CENTRAL TRUST Co 210.00%0.00%0.01%Q3 2015Q2 202411
WHALEROCK POINT PARTNERS, LLC 1010.14%0.66%1.05%Q4 2013Q3 201611
OTA Financial Group L.P. 310.18%0.89%2.80%Q2 2013Q3 202211
Missouri Trust & Investment Co 11111.42%1.74%2.01%Q4 2021Q2 202411
Epic Trust Investment Advisors, LLC 11111.80%2.55%4.22%Q4 2021Q2 202411
Banco Santander, S.A. 520.00%0.03%0.08%Q2 2018Q2 202211
High Net Worth Advisory Group LLC 11110.06%0.25%0.36%Q4 2021Q2 202411
ENTERPRISE FINANCIAL SERVICES CORP 1010.00%0.01%0.10%Q1 2017Q2 202111
MinichMacGregor Wealth Management, LLC 11110.00%0.00%0.00%Q1 2016Q3 201811
Allianz Asset Management GmbH 430.00%0.00%0.01%Q1 2014Q1 201911
EAGLE ASSET MANAGEMENT INC 11110.00%0.01%0.01%Q4 2021Q2 202411
AXXCESS WEALTH MANAGEMENT, LLC 11110.01%0.02%0.02%Q4 2021Q2 202411
Financial Gravity Asset Management, Inc. 510.00%0.11%0.44%Q1 2019Q2 202411
CARDIFF PARK ADVISORS, LLC 11110.05%0.10%0.16%Q4 2021Q2 202411
Sage Advisory Services, Ltd.Co. 11110.46%0.81%1.09%Q4 2021Q2 202411
NEXT Financial Group, Inc 620.00%0.11%0.20%Q4 2018Q4 202111
SUNTRUST BANKS INC 11110.00%0.01%0.02%Q2 2013Q4 201511
ACCURATE INVESTMENT SOLUTIONS, INC. 11110.01%0.18%0.29%Q3 2017Q1 202011
Kovack Advisors, Inc. 610.04%1.14%6.05%Q2 2014Q1 202211
Buckingham Capital Management, Inc. 11110.06%3.98%6.23%Q2 2013Q4 201511
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.00%Q4 2021Q2 202411
UMB Bank, n.a. 11110.00%0.00%0.00%Q4 2021Q2 202411
WealthPLAN Partners, LLC 510.01%0.06%0.14%Q1 2015Q3 202111
Invesco Ltd. 710.00%0.01%0.01%Q3 2013Q2 202011
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11110.02%0.03%0.03%Q4 2021Q2 202411
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 610.01%0.63%1.42%Q3 2018Q1 202411
Fermata Advisors, LLC 830.07%0.77%1.35%Q2 2021Q1 202411
Echo45 Advisors LLC 11115.87%7.09%8.12%Q4 2021Q2 202411
New Millennium Group LLC 910.00%0.28%0.62%Q4 2021Q2 202410
RFG Advisory, LLC 910.06%0.15%0.54%Q2 2015Q1 202010
MBM Wealth Consultants, LLC 912.05%3.62%5.49%Q4 2018Q2 202310
Daiwa Securities Group Inc. 10100.00%0.00%0.00%Q2 2017Q3 201910
SCS Capital Management LLC 710.53%1.17%2.20%Q4 2017Q4 202210
SURIENCE PRIVATE WEALTH LLC 732.83%5.38%9.09%Q4 2021Q2 202410
Canal Capital Management, LLC 710.17%0.43%0.81%Q3 2015Q3 201910
ACG Wealth 10100.04%0.35%0.95%Q2 2020Q3 202210
IEQ CAPITAL, LLC 10100.01%0.03%0.04%Q4 2019Q1 202210
COMMERCE BANK 730.00%0.00%0.01%Q2 2017Q2 202210
LIBERTY WEALTH MANAGEMENT LLC 910.00%0.00%0.00%Q1 2019Q3 202110
Aft, Forsyth & Sober, LLC 10100.38%1.89%7.26%Q4 2019Q1 202210
HRT FINANCIAL LP 210.00%0.01%0.03%Q2 2019Q2 202410
Yorktown Management & Research Co Inc 10100.19%1.18%2.79%Q2 2013Q3 201510
Financial Architects, Inc 510.00%0.07%0.24%Q1 2014Q2 202010
Capital Asset Advisory Services LLC 10100.00%0.00%0.00%Q4 2019Q1 202210
OLD MISSION CAPITAL LLC 310.02%0.25%0.53%Q1 2017Q2 202210
Rockbridge Investment Management, LCC 910.00%0.01%0.02%Q2 2020Q4 202310
Accel Wealth Management 10100.00%0.00%0.00%Q4 2020Q1 202310
Beacon Capital Management, LLC 10100.00%0.00%0.00%Q1 2022Q2 202410
Psagot Value Holdings Ltd. / (Israel) 10100.24%0.63%1.05%Q3 2021Q4 202310
Virtus Investment Advisers, Inc. 710.04%3.63%30.75%Q3 2016Q4 201910
SUMITOMO MITSUI FINANCIAL GROUP, INC. 10100.15%0.31%0.76%Q1 2022Q2 202410
Palouse Capital Management, Inc. 820.08%0.10%0.12%Q4 2020Q2 202410
Lake Point Wealth Management 520.00%0.01%0.12%Q4 2018Q2 202210
M Holdings Securities, Inc. 910.07%0.22%0.39%Q1 2014Q2 202010
Blue Edge Capital, LLC 10100.89%1.18%1.30%Q4 2016Q1 201910
ANGELES WEALTH MANAGEMENT, LLC 10101.75%2.49%3.85%Q1 2022Q2 202410
CGN Advisors LLC 10100.12%0.42%0.54%Q4 2020Q1 202310
Surevest, LLC 640.01%0.87%2.35%Q4 2018Q3 202210
CAPSTONE INVESTMENT ADVISORS, LLC 310.01%0.05%0.08%Q4 2019Q2 20249
NewEdge Advisors, LLC 990.01%0.03%0.05%Q2 2022Q2 20249
Aristotle Pacific Capital, LLC 9915.57%39.46%85.08%Q2 2022Q2 20249
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q1 2015Q1 20239
KLK CAPITAL MANAGEMENT LLC 541.43%3.63%6.18%Q2 2021Q3 20239
Cutler Group LLC / CA 530.00%0.00%0.00%Q3 2016Q3 20229
Level Financial Advisors 990.01%0.05%0.09%Q4 2021Q4 20239
Raleigh Capital Management Inc. 990.02%0.05%0.20%Q4 2021Q4 20239
Stonebridge Financial Planning Group, LLC 990.01%0.14%0.36%Q4 2019Q4 20219
TOEWS CORP /ADV 520.25%1.52%3.13%Q1 2021Q1 20249
Mitsubishi UFJ Trust & Banking Corp 610.04%0.11%0.22%Q4 2016Q4 20219
ROOSEVELT INVESTMENT GROUP LLC 510.02%0.04%0.06%Q2 2014Q2 20179
Mach-1 Financial Group, LLC 880.00%6.70%15.95%Q4 2020Q3 20229
GREATMARK INVESTMENT PARTNERS, INC. 990.04%0.04%0.04%Q2 2022Q2 20249
Brand Asset Management Group, Inc. 990.00%0.00%0.00%Q1 2019Q1 20219
CYPRESS FINANCIAL PLANNING LLC 990.45%0.64%1.11%Q2 2022Q2 20249
BESSEMER GROUP INC 990.00%0.00%0.01%Q2 2013Q2 20159
EMERSON INVESTMENT MANAGEMENT, LLC 990.44%0.49%0.52%Q1 2014Q1 20169
Ausdal Financial Partners, Inc. 540.06%0.29%0.57%Q4 2015Q3 20189
ABSOLUTE CAPITAL MANAGEMENT, LLC 420.07%1.16%4.86%Q4 2021Q2 20249
Atria Wealth Solutions, Inc. 810.00%0.02%0.04%Q1 2022Q2 20249
Great Lakes Retirement, Inc. 720.25%0.86%1.24%Q4 2019Q2 20249
WealthCare Investment Partners, LLC 990.62%1.13%1.44%Q2 2022Q2 20249
WELLINGTON MANAGEMENT GROUP LLP 520.00%0.00%0.01%Q3 2013Q2 20179
HARBOR ADVISORY CORP /MA/ 993.02%5.76%7.51%Q4 2017Q4 20199
Shamrock Asset Management LLC 990.03%0.13%0.17%Q1 2014Q1 20169
CURIAN CAPITAL LLC 990.10%0.13%0.16%Q4 2013Q4 20159
SeaBridge Investment Advisors LLC 990.00%0.04%0.26%Q1 2016Q1 20189
SPINNAKER TRUST 991.98%2.22%2.70%Q3 2013Q3 20159
Virtu KCG Holdings LLC 310.00%0.03%0.09%Q3 2013Q1 20179
EVOKE WEALTH, LLC 810.00%0.01%0.01%Q3 2019Q4 20219
ATLAS CAPITAL ADVISORS LLC 610.02%0.17%0.54%Q1 2018Q2 20229
Strategic Blueprint, LLC 810.04%0.08%0.13%Q2 2021Q2 20249
Merit Financial Group, LLC 710.02%0.23%0.42%Q2 2020Q2 20249
Ascent Group, LLC 510.02%0.04%0.06%Q4 2021Q2 20249
LOOMIS SAYLES & CO L P 610.00%0.01%0.01%Q1 2020Q2 20249
Penn Capital Management Company, LLC 880.10%0.12%0.14%Q4 2017Q3 20198
Migdal Insurance & Financial Holdings Ltd. 710.00%0.00%0.00%Q4 2016Q1 20198
Wavelength Capital Management, LLC 886.09%8.48%10.56%Q4 2021Q3 20238
FAGAN ASSOCIATES, INC. 880.45%0.74%1.07%Q1 2014Q4 20158
Callan Capital, LLC 880.32%0.41%0.51%Q3 2013Q2 20158
Annapolis Financial Services, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Cassaday & Co Inc. 510.00%1.82%13.66%Q1 2015Q3 20208
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 620.01%0.08%0.14%Q3 2021Q2 20248
ETF Store, Inc. 880.18%0.23%0.35%Q3 2022Q2 20248
IRONWOOD WEALTH MANAGEMENT, INC. 883.75%4.05%4.78%Q3 2022Q2 20248
Centennial Wealth Advisory LLC 510.12%0.20%0.33%Q4 2020Q3 20238
Curran Financial Partners, LLC 882.73%3.30%3.63%Q3 2022Q2 20248
Argentus Capital Management, LLC 880.14%0.93%1.73%Q4 2014Q3 20168
AlphaStar Capital Management, LLC 620.00%0.13%0.20%Q4 2017Q2 20208
Granite Investment Advisors, LLC 530.03%0.05%0.06%Q4 2013Q4 20158
CAHILL FINANCIAL ADVISORS INC 880.66%0.99%1.25%Q4 2013Q3 20158
Castleview Partners, LLC 410.00%0.01%0.02%Q2 2021Q2 20248
Colonial Trust Co / SC 880.00%0.08%0.18%Q3 2022Q2 20248
Realta Investment Advisors 420.00%0.00%0.01%Q1 2019Q3 20238
Cranbrook Wealth Management, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Paladin Advisory Group, LLC 880.00%0.04%0.08%Q4 2021Q3 20238
SIGNET FINANCIAL MANAGEMENT, LLC 880.05%0.36%0.61%Q3 2021Q2 20238
Nuveen Asset Management, LLC 310.00%0.00%0.01%Q2 2019Q2 20248
AdvisorShares Investments LLC 880.04%0.30%1.01%Q4 2019Q3 20218
EPG Wealth Management LLC 620.00%0.00%0.00%Q4 2019Q2 20248
Exchange Capital Management, Inc. 440.00%0.05%0.18%Q4 2014Q1 20178
Meridian Wealth Management, LLC 710.03%0.06%0.11%Q2 2022Q2 20248
DEARBORN CAPITAL MANAGEMENT LLC 885.14%8.91%11.95%Q4 2016Q3 20188
Newbridge Financial Services Group, Inc. 620.00%0.00%0.00%Q3 2020Q1 20238
SYNOVUS FINANCIAL CORP 510.00%0.00%0.00%Q2 2013Q2 20208
Integrated Advisors Network LLC 530.04%0.05%0.07%Q3 2021Q2 20248
Menard Financial Group LLC 620.33%0.56%1.87%Q4 2019Q4 20218
Financial Strategies Group, Inc. 880.10%0.18%0.24%Q1 2022Q4 20238
BAIRD ROBERT W & CO INC /WI/ 770.03%0.04%0.06%Q3 2013Q1 20157
DELTA ASSET MANAGEMENT LLC/TN 770.00%0.00%0.00%Q4 2022Q2 20247
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.02%Q4 2020Q4 20227
DUDLEY CAPITAL MANAGEMENT, LLC 770.11%0.19%0.22%Q4 2022Q2 20247
Astor Investment Management LLC 771.88%3.85%5.28%Q4 2015Q2 20177
DENVER WEALTH MANAGEMENT, INC. 770.32%0.36%0.42%Q4 2022Q2 20247
Farther Finance Advisors, LLC 770.01%0.05%0.14%Q4 2022Q2 20247
Private Ocean, LLC 430.00%0.00%0.02%Q1 2018Q4 20237
ICON ADVISERS INC/CO 410.06%0.30%0.82%Q3 2020Q2 20247
IRON Financial LLC 310.34%3.41%7.25%Q1 2017Q4 20197
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 610.07%0.12%0.15%Q4 2018Q2 20217
ADELL HARRIMAN & CARPENTER INC 770.12%0.24%0.43%Q4 2022Q2 20247
Coppell Advisory Solutions LLC 510.14%0.18%0.22%Q4 2020Q2 20247
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 520.09%0.22%0.52%Q4 2018Q1 20237
First Allied Asset Management, Inc. 770.90%1.36%1.75%Q3 2013Q1 20157
Donor Advised Charitable Giving, Inc. 770.03%0.06%0.08%Q3 2021Q1 20237
LifePlan Financial Group, Inc 770.00%0.00%0.00%Q1 2019Q3 20207
FLAGSHIP HARBOR ADVISORS, LLC 770.00%0.00%0.00%Q2 2018Q4 20197
WATERS PARKERSON & CO., LLC 770.02%0.02%0.03%Q4 2013Q2 20157
GRIMES & COMPANY, INC. 614.55%5.58%6.31%Q3 2018Q2 20247
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Wela Strategies, Inc. 618.48%8.89%10.00%Q1 2017Q4 20187
MGO ONE SEVEN LLC 770.02%0.13%0.28%Q4 2022Q2 20247
NORTHERN TRUST CORP 210.00%0.00%0.00%Q2 2013Q2 20197
SJS Investment Consulting Inc. 520.03%0.03%0.04%Q4 2021Q3 20237
Hutchens & Kramer Investment Management Group, LLC 510.12%1.05%3.16%Q1 2022Q2 20247
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q2 2013Q3 20157
CoreCap Advisors, LLC 210.00%0.02%0.13%Q4 2021Q2 20247
Bruderman Asset Management, LLC 510.01%0.11%0.14%Q1 2019Q3 20217
Employees' Retirement Fund of the City of Fort Worth 770.94%1.99%7.88%Q4 2022Q2 20247
Arden Trust Co 610.00%0.48%1.42%Q1 2020Q2 20247
BANK HAPOALIM BM 770.06%0.08%0.11%Q1 2014Q3 20157
Edge Advisors, LLC 770.01%0.01%0.01%Q4 2016Q2 20187
MADISON INVESTMENT HOLDINGS INC 770.01%0.34%0.76%Q1 2015Q3 20167
Richard W. Paul & Associates, LLC 770.00%0.05%0.11%Q4 2022Q2 20247
FWL INVESTMENT MANAGEMENT, LLC 430.00%0.01%0.02%Q3 2022Q2 20247
Sharper & Granite LLC 771.87%2.08%2.20%Q4 2022Q2 20247
AJ WEALTH STRATEGIES, LLC 770.03%1.86%4.36%Q1 2021Q3 20227
Corient Private Wealth LLC 770.00%0.00%0.00%Q4 2022Q2 20247
B. Riley Wealth Management, Inc. 430.00%0.03%0.06%Q1 2014Q4 20217
Baystate Wealth Management LLC 610.00%0.10%0.12%Q1 2015Q3 20197
Mathes Company, Inc. 770.23%0.41%0.62%Q4 2013Q2 20157
AVANTAX ADVISORY SERVICES, INC. 610.00%0.00%0.00%Q3 2020Q2 20247
Legacy Financial Group LLC 410.01%0.39%0.57%Q4 2020Q3 20237
Placemark Investments, Inc. 770.07%0.16%0.22%Q2 2013Q4 20147
HOWARD FINANCIAL SERVICES, LTD. 770.72%1.17%1.97%Q4 2022Q2 20247
True Wealth Design, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Investors Capital Advisory Services 770.04%0.09%0.17%Q2 2013Q4 20147
Crow Point Partners, LLC 430.03%0.08%0.11%Q3 2016Q1 20197
ETRADE Capital Management LLC 430.01%0.02%0.06%Q2 2013Q4 20157
COWEN INC. 660.00%0.07%0.14%Q3 2016Q4 20176
Ironsides Asset Advisors, LLC 660.22%0.94%1.77%Q2 2014Q3 20156
Lebenthal Global Advisors, LLC 660.54%0.72%0.98%Q1 2023Q2 20246
SENTINEL ASSET MANAGEMENT, INC. 660.00%0.68%1.26%Q2 2016Q3 20176
UBS AG 660.06%0.07%0.08%Q2 2013Q3 20146
Chicago Partners Investment Group LLC 660.05%0.06%0.06%Q2 2015Q3 20166
Miracle Mile Advisors, LLC 420.57%0.90%1.31%Q3 2014Q2 20226
Continuum Advisory, LLC 510.00%0.05%0.08%Q4 2022Q2 20246
WESTPORT RESOURCES MANAGEMENT INC 660.66%1.46%1.95%Q2 2013Q3 20146
MARINER INDEPENDENT ADVISOR NETWORK, LLC 510.02%0.09%0.16%Q4 2020Q3 20226
GREAT LAKES ADVISORS, LLC 660.02%0.03%0.04%Q2 2013Q3 20146
COLONY GROUP LLC 660.04%0.19%0.29%Q3 2014Q4 20156
HERITAGE WEALTH MANAGEMENT, LLC 420.01%0.01%0.01%Q2 2021Q4 20226
Private Advisory Group LLC 510.47%0.71%0.99%Q4 2017Q2 20196
CANTOR FITZGERALD, L. P. 660.24%0.32%0.41%Q2 2022Q3 20236
MARSHALL WACE, LLP 310.00%0.04%0.10%Q1 2021Q2 20246
Dynamic Advisor Solutions LLC 660.10%0.12%0.13%Q4 2015Q1 20176
New England Private Wealth Advisors LLC 660.21%0.25%0.31%Q2 2014Q3 20156
WASHINGTON TRUST BANK 660.03%0.05%0.08%Q1 2014Q2 20156
Ionic Capital Management LLC 330.01%0.05%0.11%Q3 2013Q1 20186
Dorsey & Whitney Trust CO LLC 660.04%0.06%0.07%Q2 2013Q3 20146
EverSource Wealth Advisors, LLC 210.00%0.01%0.02%Q4 2021Q2 20246
Source Financial Advisors LLC 660.11%0.24%0.32%Q4 2021Q1 20236
Narus Financial Partners, LLC 660.14%0.15%0.16%Q1 2023Q2 20246
SIMON QUICK ADVISORS, LLC 410.00%0.01%0.03%Q2 2019Q1 20226
Western Wealth Management, LLC 660.03%0.03%0.03%Q1 2023Q2 20246
Assured Investment Management LLC 660.15%0.17%0.19%Q4 2014Q1 20166
CITY HOLDING CO 660.00%0.00%0.00%Q1 2021Q2 20226
Columbus Macro, LLC 660.17%0.29%0.38%Q4 2019Q1 20216
REGIONS FINANCIAL CORP 510.00%0.00%0.00%Q4 2017Q1 20216
EDMOND DE ROTHSCHILD HOLDING S.A. 420.00%0.00%0.01%Q2 2015Q3 20206
Antonetti Capital Management LLC 661.74%5.03%6.85%Q2 2013Q3 20146
Certified Advisory Corp 660.88%0.98%1.09%Q1 2023Q2 20246
VALICENTI ADVISORY SERVICES INC 660.40%0.44%0.46%Q4 2021Q1 20236
Alexandria Capital, LLC 660.00%0.00%0.00%Q4 2014Q1 20166
Headlands Technologies LLC 510.04%0.09%0.20%Q4 2022Q2 20246
Risk Paradigm Group, LLC 660.99%1.28%1.91%Q3 2016Q4 20176
Belpointe Asset Management LLC 310.01%0.01%0.02%Q3 2018Q1 20236
Stratos Wealth Advisors, LLC 510.06%0.08%0.10%Q2 2020Q1 20226
Destiny Capital Corp/CO 330.31%1.72%2.85%Q4 2022Q2 20246
Apollon Wealth Management, LLC 660.04%0.06%0.09%Q1 2023Q2 20246
COMMUNITY FINANCIAL SYSTEM, INC. 660.02%0.64%1.06%Q2 2013Q3 20146
WESTWOOD HOLDINGS GROUP INC 660.01%0.24%0.38%Q4 2018Q1 20206
FRANKLIN RESOURCES INC 210.00%0.00%0.00%Q1 2018Q2 20236
Citizens Business Bank 660.59%0.67%0.76%Q4 2020Q1 20226
Wells Financial Advisors INC 662.28%3.94%5.12%Q4 2021Q1 20236
Register Financial Advisors LLC 420.00%0.00%0.00%Q4 2022Q2 20246
First PREMIER Bank 330.00%0.01%0.01%Q3 2017Q3 20196
VitalStone Financial, LLC 510.01%0.04%0.10%Q4 2022Q2 20246
STRINGER ASSET MANAGEMENT, LLC 510.21%1.45%1.86%Q2 2014Q4 20186
Royal Fund Management, LLC 210.00%0.01%0.05%Q1 2017Q2 20236
CALTON & ASSOCIATES, INC. 410.00%0.20%0.33%Q4 2017Q4 20215
SHENKMAN CAPITAL MANAGEMENT INC 410.49%1.51%3.20%Q4 2022Q2 20245
JMAC ENTERPRISES LLC 550.47%0.51%0.54%Q4 2021Q4 20225
SCOTIA CAPITAL INC. 550.01%0.01%0.01%Q4 2014Q4 20155
Mid-American Wealth Advisory Group, Inc. 320.15%1.17%2.86%Q4 2021Q4 20235
Ocean Park Asset Management, LLC 554.61%5.97%6.46%Q2 2023Q2 20245
Paradigm Financial Partners, LLC 410.12%0.50%0.70%Q1 2021Q2 20245
ADVANTAGE INVESTMENT MANAGEMENT, LLC 550.00%0.01%0.02%Q2 2016Q2 20175
Phoenix Holdings Ltd. 550.01%0.03%0.04%Q2 2023Q2 20245
Evercore Wealth Management, LLC 410.00%0.00%0.00%Q4 2013Q4 20155
Tidal Investments LLC 410.04%0.05%0.09%Q4 2022Q2 20245
Bank Julius Baer & Co. Ltd, Zurich 410.00%0.08%0.15%Q2 2020Q4 20215
USAdvisors Wealth Management, LLC 550.24%0.33%0.43%Q4 2020Q4 20215
TFB Advisors LLC 210.07%0.15%0.29%Q4 2022Q2 20245
Lombard Odier Transatlantic Ltd 550.03%0.06%0.08%Q4 2014Q4 20155
Eudaimonia Partners, LLC 410.00%0.02%0.04%Q4 2019Q1 20215
Commonwealth Financial Services, LLC 550.02%0.04%0.08%Q4 2014Q4 20155
NEW ENGLAND SECURITIES CORP /MA/ 410.00%0.01%0.04%Q3 2013Q4 20145
BADGLEY PHELPS & BELL INC 550.23%0.24%0.24%Q3 2013Q3 20145
Leonetti & Associates, LLC 210.07%0.08%0.09%Q2 2015Q3 20175
Cascadia Advisory Services, LLC 310.08%0.17%0.35%Q4 2019Q3 20215
CreativeOne Wealth, LLC 310.01%0.18%0.75%Q1 2019Q2 20235
TCI Wealth Advisors, Inc. 320.00%0.00%0.01%Q4 2013Q4 20175
Blue Trust, Inc. 550.00%0.00%0.00%Q2 2023Q2 20245
BALYASNY ASSET MANAGEMENT L.P. 550.01%0.02%0.02%Q2 2023Q2 20245
NewEdge Wealth, LLC 550.01%0.03%0.05%Q4 2022Q4 20235
Long Wharf Investors, Inc. 551.86%2.05%2.32%Q2 2013Q2 20145
TOWNSQUARE CAPITAL LLC 410.00%0.07%0.10%Q1 2019Q1 20245
MILLIE CAPITAL MANAGEMENT, LLC 550.92%1.87%2.61%Q4 2016Q4 20175
Hedeker Wealth, LLC 550.92%1.38%1.78%Q2 2021Q2 20225
Oakworth Capital, Inc. 210.00%0.00%0.01%Q4 2015Q3 20225
Westbourne Investment Advisors, Inc. 210.05%0.21%0.32%Q2 2015Q3 20185
Kavar Capital Partners, LLC 550.23%0.30%0.37%Q1 2014Q1 20155
FURE FINANCIAL CORP 551.01%1.10%1.34%Q4 2020Q4 20215
VALLEY WEALTH MANAGERS, INC. 550.00%0.01%0.02%Q2 2023Q2 20245
Cable Hill Partners, LLC 550.00%0.00%0.00%Q3 2017Q3 20185
Virtu Financial LLC 320.02%0.04%0.08%Q4 2017Q3 20195
Global Assets Advisory, LLC 550.18%1.06%3.25%Q1 2023Q1 20245
Arcus Capital Partners, LLC 550.45%0.59%0.69%Q1 2018Q1 20195
Ameritas Investment Company, LLC 310.00%0.04%0.15%Q4 2018Q1 20215
Advocacy Wealth Management Services, LLC 550.01%0.08%0.26%Q4 2015Q4 20165
CETERA INVESTMENT MANAGEMENT LLC 550.20%0.21%0.24%Q1 2016Q1 20175
Signify Wealth 550.66%4.28%12.32%Q2 2023Q2 20245
Allspring Global Investments Holdings, LLC 550.02%0.02%0.02%Q2 2023Q2 20245
STEEL GROVE CAPITAL ADVISORS, LLC 550.16%4.06%7.22%Q3 2013Q3 20145
ASPIRIANT, LLC 320.02%0.09%0.18%Q1 2014Q3 20155
Savior LLC 550.00%0.00%0.00%Q2 2020Q2 20215
Keel Point, LLC 410.03%0.04%0.06%Q4 2022Q2 20245
Sonora Investment Management, LLC 210.00%0.00%0.00%Q1 2016Q3 20215
Little Harbor Advisors, LLC 554.04%4.61%5.16%Q2 2023Q2 20245
CONDOR CAPITAL MANAGEMENT 410.03%0.05%0.08%Q4 2018Q4 20235
Hayden Royal, LLC 210.78%0.82%0.86%Q4 2019Q2 20215
BRASADA CAPITAL MANAGEMENT, LP 410.06%0.13%0.23%Q1 2018Q1 20215
THOMPSON SIEGEL & WALMSLEY LLC 550.10%0.25%0.30%Q2 2021Q2 20225
MANAGED ACCOUNT ADVISORS LLC 550.00%0.00%0.00%Q2 2014Q2 20155
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 550.65%0.82%0.92%Q1 2015Q1 20165
Saba Capital Management, L.P. 210.02%0.17%0.41%Q2 2013Q3 20155
Parkside Financial Bank & Trust 320.01%0.01%0.01%Q2 2016Q4 20215
MID CONTINENT CAPITAL LLC/IL 550.56%0.59%0.62%Q3 2013Q3 20145
Federation des caisses Desjardins du Quebec 550.00%0.00%0.00%Q1 2022Q1 20235
Wealthfront Advisers LLC 550.03%0.17%0.23%Q2 2023Q2 20245
Leucadia National 550.00%0.20%0.34%Q4 2022Q4 20235
COWA, LLC 550.10%0.12%0.14%Q4 2020Q4 20215
CNB Bank 410.00%0.00%0.00%Q4 2020Q2 20245
FormulaFolio Investments, LLC 210.00%0.31%0.58%Q2 2018Q2 20215
Tranquilli Financial Advisor LLC 550.28%0.30%0.32%Q4 2020Q4 20215
Intellectus Partners, LLC 550.00%0.00%0.00%Q2 2017Q2 20185
RWA WEALTH PARTNERS, LLC 550.02%0.03%0.04%Q2 2023Q2 20245
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q4 2019Q4 20225
SAM Advisors, LLC 551.81%4.73%6.83%Q2 2023Q2 20245
Altium Wealth Management LLC 550.07%0.12%0.15%Q4 2018Q4 20195
FIRST MANHATTAN CO. LLC. 550.00%0.00%0.00%Q4 2016Q4 20175
VICUS CAPITAL 550.04%0.32%0.55%Q1 2014Q1 20155
IAG Wealth Partners, LLC 550.15%0.24%0.28%Q2 2023Q2 20245
BlackRock Investment Management, LLC 220.00%0.00%0.00%Q4 2013Q1 20154
DRW Securities, LLC 310.03%0.15%0.31%Q1 2014Q2 20154
RELIANCE TRUST CO 440.23%0.31%0.38%Q4 2013Q3 20144
EP Wealth Advisors, LLC 440.07%0.15%0.20%Q1 2018Q4 20184
Envestnet Portfolio Solutions, Inc. 440.00%0.01%0.01%Q3 2023Q2 20244
Golden State Wealth Management, LLC 310.01%0.16%0.22%Q1 2019Q1 20204
MANNING & NAPIER ADVISORS LLC 440.00%0.00%0.00%Q4 2015Q3 20164
Tradition Wealth Management, LLC 210.00%0.00%0.00%Q4 2020Q1 20234
BOYS ARNOLD & CO INC 440.07%0.10%0.11%Q4 2013Q3 20144
Bigelow Investment Advisors, LLC 440.17%0.32%0.38%Q1 2018Q4 20184
Mutual Advisors, LLC 440.03%0.13%0.40%Q1 2018Q4 20184
Barnett & Company, Inc. 220.04%0.10%0.16%Q2 2015Q2 20164
Howard Capital Management Inc. 441.26%1.52%1.85%Q4 2017Q3 20184
Avidian Wealth Enterprises, LLC 210.00%0.26%0.46%Q2 2014Q3 20184
Edgestream Partners, L.P. 440.03%0.06%0.09%Q2 2023Q1 20244
RPg Family Wealth Advisory, LLC 440.01%0.02%0.04%Q1 2017Q4 20174
Strategic Capital Group LLC 440.03%0.86%1.66%Q3 2013Q2 20144
Clarius Group, LLC 440.77%0.77%0.78%Q4 2016Q3 20174
Cornerstone Planning Group LLC 210.00%0.16%0.63%Q4 2022Q2 20244
LifePro Asset Management 440.44%1.09%2.07%Q4 2022Q3 20234
Householder Group Estate & Retirement Specialist, LLC 210.00%0.12%0.38%Q3 2022Q4 20234
Three Peaks Capital Management, LLC 440.69%1.02%1.16%Q4 2020Q3 20214
Outlook Wealth Advisors, LLC 440.12%0.31%0.54%Q1 2019Q4 20194
VECTOR WEALTH MANAGEMENT, LLC 440.24%0.32%0.39%Q4 2012Q3 20134
Zullo Investment Group, Inc. 440.01%0.01%0.01%Q4 2021Q3 20224
CIBC Private Wealth Group LLC 220.00%0.00%0.00%Q1 2022Q2 20244
Stonebridge Capital Advisors LLC 210.00%0.00%0.00%Q1 2021Q3 20234
Global Endowment Management, LP 440.13%0.16%0.25%Q3 2023Q2 20244
NBC SECURITIES, INC. 440.04%0.05%0.06%Q3 2023Q2 20244
RiverGlades Family Offices LLC 440.43%0.65%0.88%Q4 2017Q3 20184
Bell Bank 310.15%0.20%0.26%Q2 2013Q2 20224
AlphaCore Capital LLC 440.00%0.00%0.00%Q1 2023Q4 20234
Peak Asset Management, LLC 440.11%0.12%0.15%Q4 2014Q3 20154
55I, LLC 440.04%0.12%0.26%Q1 2020Q4 20204
Ken Stern & Associates, Inc. 443.46%3.84%4.16%Q4 2014Q3 20154
EWG Elevate Inc. 440.11%0.16%0.23%Q3 2023Q2 20244
Clearstead Advisors, LLC 440.00%0.05%0.17%Q3 2023Q2 20244
McNaughton Wealth Management, LLC 440.19%1.11%1.73%Q4 2019Q3 20204
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 310.06%0.09%0.11%Q2 2018Q4 20224
Empowered Funds, LLC 210.05%0.52%0.72%Q4 2020Q3 20234
MD Financial Management Inc. 440.43%0.83%1.08%Q1 2021Q4 20214
Altus Wealth Management, LLC 440.57%0.64%0.71%Q3 2023Q2 20244
LAZARD ASSET MANAGEMENT LLC 440.03%0.03%0.03%Q2 2013Q1 20144
Strategic Advocates LLC 440.17%1.44%3.57%Q3 2023Q2 20244
Clarity Financial LLC 440.17%0.52%0.90%Q4 2020Q3 20214
Steinberg Global Asset Management 311.78%2.48%3.22%Q1 2014Q4 20154
OLD NATIONAL BANCORP /IN/ 440.01%0.01%0.02%Q4 2014Q3 20154
SouthState Corp 210.00%0.02%0.08%Q3 2014Q4 20234
Financial Advocates Investment Management 310.02%0.06%0.15%Q3 2022Q4 20234
BANK OF NOVA SCOTIA 440.01%0.01%0.02%Q4 2020Q3 20214
ORG Partners LLC 310.00%0.01%0.01%Q2 2023Q2 20244
ArchPoint Investors 310.07%0.14%0.20%Q3 2021Q4 20234
RETIREMENT CAPITAL STRATEGIES 440.14%2.14%5.83%Q1 2021Q4 20214
Mount Lucas Management LP 210.45%1.64%2.66%Q4 2015Q4 20214
JFS WEALTH ADVISORS, LLC 440.01%0.01%0.02%Q3 2014Q2 20154
BluePath Capital Management, LLC 440.61%0.83%0.99%Q3 2023Q2 20244
INSIGHT 2811, INC. 440.46%0.46%0.49%Q3 2023Q2 20244
Cedar Wealth Management, LLC 440.00%0.01%0.01%Q2 2021Q1 20224
OXFORD ASSET MANAGEMENT LLP 220.01%0.02%0.03%Q3 2017Q3 20184
RKL Wealth Management LLC 440.06%0.09%0.12%Q4 2016Q3 20174
McNamara Financial Services, Inc. 440.27%0.28%0.32%Q4 2014Q3 20154
Cedar Brook Financial Partners, LLC 310.06%0.06%0.07%Q2 2021Q2 20234
M&R CAPITAL MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
Strategic Capital Alternatives LLC 310.01%0.38%0.74%Q3 2014Q3 20154
Bartlett & Co. LLC 210.00%0.00%0.00%Q2 2013Q1 20184
BEACON INVESTMENT ADVISORY SERVICES, INC. 440.04%0.04%0.04%Q1 2018Q4 20184
Lifeworks Advisors, LLC 440.07%0.08%0.09%Q3 2023Q2 20244
Spire Wealth Management 310.00%0.00%0.01%Q3 2022Q2 20244
Asset Planning Services, Ltd. 440.05%0.05%0.06%Q4 2018Q3 20194
Charter Oak Capital Management, LLC 440.00%0.01%0.02%Q3 2021Q2 20224
Polaris Wealth Advisory Group, LLC 444.49%4.69%5.15%Q3 2013Q2 20144
Braun-Bostich & Associates Inc. 440.03%0.32%0.74%Q4 2017Q3 20184
AFFINITY WEALTH MANAGEMENT LLC 440.08%0.09%0.10%Q1 2019Q4 20194
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Partnervest Advisory Services LLC 440.00%0.03%0.04%Q3 2013Q2 20144
Epstein & White Financial LLC 440.14%0.23%0.39%Q4 2017Q3 20184
CI INVESTMENTS INC. 210.00%0.11%0.27%Q4 2013Q4 20224
Edmond de Rothschild (Europe) 440.01%0.03%0.07%Q2 2015Q1 20164
NewSquare Capital LLC 441.52%1.97%2.69%Q4 2013Q3 20144
Elo Mutual Pension Insurance Co 441.51%1.70%1.87%Q4 2022Q3 20234
Pine River Capital Management L.P. 440.11%1.24%2.51%Q4 2014Q3 20154
Truvestments Capital LLC 310.00%0.00%0.00%Q2 2019Q4 20234
BALDWIN WEALTH PARTNERS LLC/MA 440.00%0.00%0.00%Q1 2023Q4 20234
HUTCHENS INVESTMENT MANAGEMENT INC 440.27%0.28%0.32%Q4 2014Q3 20154
Pacific Capital Wealth Advisors, Inc. 331.17%1.45%1.62%Q4 2021Q2 20223
Zega Financial, LLC 333.21%5.44%6.85%Q4 2023Q2 20243
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 210.00%0.00%0.00%Q3 2023Q2 20243
SYKON CAPITAL LLC 330.94%1.16%1.43%Q4 2023Q2 20243
Anfield Capital Management, LLC 210.00%0.00%0.01%Q4 2019Q2 20243
L.M. KOHN & COMPANY 330.09%0.10%0.10%Q1 2022Q3 20223
Stanford Investment Group, Inc. 330.01%0.01%0.01%Q2 2016Q4 20163
Kades & Cheifetz LLC 330.23%0.24%0.25%Q4 2023Q2 20243
KMS FINANCIAL SERVICES, INC 330.05%0.08%0.12%Q3 2013Q1 20143
Kensington Asset Management, LLC 332.58%3.29%4.62%Q4 2023Q2 20243
MeadowBrook Investment Advisors LLC 330.03%0.03%0.03%Q4 2023Q2 20243
Global Strategic Investment Solutions, LLC 330.04%0.04%0.05%Q3 2023Q1 20243
FARMERS & MERCHANTS INVESTMENTS INC 210.00%0.00%0.00%Q2 2016Q4 20213
Covington Capital Management 210.00%0.00%0.01%Q2 2020Q3 20213
NORTHERN CAPITAL MANAGEMENT LLC 330.74%1.09%1.48%Q3 2015Q1 20163
Sachetta, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Gladstone Institutional Advisory LLC 330.06%0.08%0.10%Q2 2020Q4 20203
Eagle Capital Management, LLC 337.40%7.59%7.77%Q1 2014Q3 20143
Sigma Planning Corp 330.01%0.02%0.03%Q1 2023Q3 20233
SYMPHONY ASSET MANAGEMENT LLC 330.04%0.94%1.92%Q2 2016Q4 20163
Employees Retirement System of Texas 210.35%0.47%0.66%Q2 2018Q1 20193
NINE MASTS CAPITAL Ltd 210.58%0.96%1.23%Q4 2017Q3 20183
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.02%0.36%1.03%Q1 2023Q2 20243
Lombard Odier & Cie (Canada), Limited Partnership 330.04%0.05%0.06%Q1 2014Q3 20143
Plante Moran Financial Advisors, LLC 210.00%0.00%0.00%Q4 2020Q3 20213
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 210.00%0.00%0.00%Q1 2014Q4 20143
Waterloo Capital, L.P. 330.75%0.84%0.89%Q4 2023Q2 20243
Windhaven Investment Management, Inc. 110.00%0.00%0.01%Q2 2014Q4 20153
Jackson Creek Investment Advisors LLC 330.21%0.23%0.26%Q1 2022Q3 20223
Centiva Capital, LP 330.02%0.03%0.03%Q4 2023Q2 20243
RICHARDSON FINANCIAL SERVICES INC. 330.04%0.04%0.05%Q4 2023Q2 20243
CIBC WORLD MARKET INC. 330.00%0.00%0.00%Q2 2021Q4 20213
Progeny 3, Inc. 333.27%3.90%4.48%Q4 2014Q2 20153
Hobart Private Capital, LLC 330.34%0.45%0.56%Q4 2023Q2 20243
Lenox Wealth Advisors, LLC 210.00%0.01%0.03%Q4 2013Q3 20163
Blue Chip Partners, LLC 330.02%0.03%0.04%Q2 2021Q4 20213
DARK FOREST CAPITAL MANAGEMENT LP 330.13%0.19%0.27%Q1 2023Q3 20233
FOUNDERS FINANCIAL SECURITIES LLC 330.25%0.68%0.93%Q4 2016Q2 20173
Windsor Capital Management, LLC 210.02%0.02%0.02%Q3 2013Q3 20153
Coppell Advisory Solutions Corp. 210.16%0.20%0.22%Q4 2022Q1 20243
BB&T INVESTMENT SERVICES, INC. 210.00%0.01%0.02%Q4 2016Q4 20173
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 330.39%0.56%0.71%Q3 2013Q1 20143
Hanson & Doremus Investment Management 330.00%0.00%0.00%Q4 2017Q2 20183
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 330.09%0.19%0.25%Q2 2015Q4 20153
Private Wealth Group, LLC 330.54%0.65%0.72%Q4 2023Q2 20243
KG&L Capital Management,LLC 330.21%0.31%0.44%Q4 2023Q2 20243
BayBridge Capital Group, LLC 332.57%2.71%2.80%Q4 2023Q2 20243
Eagle Strategies LLC 330.06%0.09%0.14%Q4 2023Q2 20243
Luken Investment Analytics, LLC 330.18%0.18%0.20%Q1 2023Q3 20233
Vident Investment Advisory, LLC 330.02%0.06%0.10%Q4 2021Q2 20223
Livingston Group Asset Management CO (operating as Southport Capital Management) 210.02%0.21%0.35%Q2 2016Q1 20223
Tidemark, LLC 330.09%0.10%0.11%Q4 2023Q2 20243
Pinnacle Wealth Management Advisory Group, LLC 210.22%0.41%0.52%Q4 2014Q3 20153
Aris Wealth Services, Inc. 210.03%0.33%0.49%Q3 2013Q1 20153
PRINCIPAL SECURITIES, INC. 330.02%0.02%0.02%Q4 2023Q2 20243
Manifold Partners, LLC 210.25%0.58%0.78%Q2 2014Q2 20153
Rockwood Wealth Management, LLC 330.10%0.14%0.16%Q4 2021Q2 20223
Prime Capital Investment Advisors, LLC 210.00%0.01%0.02%Q1 2018Q4 20183
Acorn Wealth Advisors, LLC 330.03%0.03%0.03%Q4 2017Q2 20183
Advisor OS, LLC 330.31%0.31%0.32%Q1 2021Q3 20213
Novak Financial Planning, LLC 330.23%0.24%0.24%Q4 2020Q2 20213
AA Financial Advisors, LLC 330.23%0.29%0.40%Q4 2023Q2 20243
Valmark Advisers, Inc. 210.01%0.02%0.03%Q4 2014Q1 20163
Goodman Advisory Group, LLC 330.01%1.70%2.86%Q1 2023Q3 20233
Marcum Wealth, LLC 330.03%0.03%0.03%Q1 2022Q3 20223
BAILARD, INC. 330.05%0.06%0.07%Q4 2014Q2 20153
Sterling Manor Financial, LLC 330.28%1.74%4.65%Q4 2023Q2 20243
Smartleaf Asset Management LLC 330.01%0.01%0.02%Q4 2023Q2 20243
Transform Wealth, LLC 110.03%0.91%2.18%Q2 2019Q2 20233
HAYS ADVISORY LLC 330.12%0.13%0.15%Q3 2014Q1 20153
CITY NATIONAL BANK 330.00%0.01%0.01%Q1 2015Q3 20153
QP WEALTH MANAGEMENT, LLC 330.42%0.45%0.51%Q1 2023Q3 20233
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.00%Q2 2020Q3 20213
SUMMIT SECURITIES GROUP LLC 110.29%0.46%0.59%Q3 2013Q3 20153
Gupta Wealth Management LLC 330.00%0.07%0.12%Q1 2015Q3 20153
K2 PRINCIPAL FUND, L.P. 220.03%0.11%0.27%Q1 2016Q2 20163
Impact Partnership Wealth, LLC 330.00%0.00%0.00%Q3 2023Q1 20243
Bay Harbor Wealth Management, LLC 330.32%0.34%0.38%Q4 2018Q2 20193
BNP PARIBAS FINANCIAL MARKETS 210.00%0.01%0.02%Q2 2021Q1 20223
Peak Capital Management LLC 330.21%0.24%0.26%Q2 2017Q4 20173
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q4 2021Q1 20232
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.02%0.04%Q2 2018Q4 20182
Winfield Associates, Inc. 220.38%0.39%0.39%Q2 2014Q3 20142
FourThought Financial, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.01%0.01%Q2 2013Q3 20172
Money Design Co.,Ltd. 220.32%0.35%0.39%Q2 2018Q3 20182
FineMark National Bank & Trust 110.00%0.00%0.01%Q2 2014Q4 20212
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Gerber Kawasaki Wealth & Investment Management 110.01%0.02%0.03%Q3 2021Q2 20222
TCG Advisors, LP 220.02%0.03%0.04%Q1 2019Q2 20192
Fortitude Advisory Group L.L.C. 220.00%0.00%0.01%Q4 2021Q1 20222
SVB WEALTH LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Sensible Financial Planning & Management, LLC. 220.04%0.05%0.07%Q3 2014Q4 20142
Mader & Shannon Wealth Management, Inc. 226.30%6.56%6.82%Q1 2023Q2 20232
Versant Capital Management, Inc 220.00%0.00%0.00%Q1 2024Q2 20242
FIRST FINANCIAL CORP /IN/ 220.00%0.01%0.01%Q2 2020Q3 20202
CI Global Investments Inc. 220.01%0.02%0.03%Q3 2015Q4 20152
TORTOISE CAPITAL ADVISORS, L.L.C. 220.09%0.09%0.09%Q1 2019Q2 20192
Institute for Wealth Management, LLC. 220.10%0.10%0.10%Q2 2017Q3 20172
Litman Gregory Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Fiduciary Alliance LLC 110.00%0.01%0.01%Q4 2022Q2 20232
Intersect Capital LLC 220.02%0.02%0.02%Q4 2014Q1 20152
Kalos Management, Inc. 220.18%0.20%0.21%Q4 2015Q1 20162
BRINKER CAPITAL INC 110.08%0.10%0.12%Q2 2013Q4 20142
Winslow, Evans & Crocker, Inc. 220.00%0.00%0.00%Q2 2015Q3 20152
Verition Fund Management LLC 110.01%0.07%0.13%Q4 2014Q3 20222
People's United Financial, Inc. 220.00%0.00%0.00%Q1 2017Q2 20172
Farmers & Merchants Trust Co of Chambersburg PA 221.41%1.42%1.43%Q1 2024Q2 20242
AlphaMark Advisors, LLC 220.28%0.33%0.38%Q1 2014Q2 20142
RiverTree Advisors, LLC 223.70%3.84%3.98%Q3 2022Q4 20222
Industrial Alliance Investment Management Inc. 220.25%1.12%1.99%Q4 2021Q1 20222
&PARTNERS 220.05%0.05%0.05%Q1 2024Q2 20242
COLUMBIA ADVISORY PARTNERS LLC 220.80%0.80%0.80%Q2 2023Q3 20232
Simplicity Wealth,LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Semmax Financial Advisors Inc. 220.01%0.01%0.01%Q4 2018Q1 20192
Visium Asset Management, LP 220.00%0.20%0.41%Q4 2014Q1 20152
BEACON TRUST CO 220.04%0.04%0.04%Q2 2014Q3 20142
Aurora Private Wealth, Inc. 220.12%0.14%0.17%Q4 2019Q1 20202
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.00%0.00%0.00%Q4 2015Q1 20162
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 110.00%0.27%0.54%Q4 2013Q2 20222
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
Hobbs Group Advisors, LLC 110.00%0.02%0.04%Q4 2023Q2 20242
CAPITAL ONE, NATIONAL ASSOCIATION 220.03%0.03%0.03%Q1 2015Q2 20152
Integrated Wealth Concepts LLC 110.01%0.07%0.12%Q2 2023Q2 20242
Stokes Family Office, LLC 110.03%0.43%0.82%Q2 2022Q4 20222
WorthPointe, LLC 220.16%0.39%0.62%Q4 2021Q1 20222
American Financial Network Advisory Services LLC 220.06%0.06%0.07%Q3 2017Q4 20172
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Holistic Financial Partners 220.05%0.05%0.05%Q4 2017Q1 20182
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 220.00%0.00%0.00%Q1 2023Q2 20232
Rock Creek Group, LP 220.82%0.86%0.90%Q1 2021Q2 20212
Sandy Spring Bank 110.00%0.01%0.02%Q1 2018Q2 20242
Peterson Wealth Advisors, LLC 220.07%0.08%0.08%Q4 2022Q1 20232
Princeton Global Asset Management LLC 220.00%0.00%0.00%Q3 2019Q4 20192
One Capital Management, LLC 220.01%0.02%0.03%Q4 2021Q1 20222
Greenwich Wealth Management LLC 220.13%0.19%0.26%Q1 2016Q2 20162
Heritage Trust Co 220.00%0.00%0.00%Q3 2017Q4 20172
Global Wealth Management Investment Advisory, Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
Atomi Financial Group, Inc. 220.11%0.14%0.16%Q2 2023Q3 20232
NOMURA HOLDINGS INC 220.01%0.01%0.01%Q2 2013Q3 20132
Destiny Wealth Partners, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Crosspoint Capital Strategies, LLC 220.12%0.43%0.73%Q3 2015Q4 20152
Firestone Capital Management 220.00%0.00%0.00%Q4 2019Q1 20202
ACADIA TRUST NA 220.07%0.08%0.10%Q3 2014Q4 20142
Kathmere Capital Management, LLC 110.00%0.78%1.57%Q3 2020Q2 20222
3EDGE Asset Management, LP 220.02%0.03%0.04%Q4 2023Q1 20242
Fulcrum Equity Management 111.03%1.10%1.16%Q1 2021Q2 20232
Claraphi Advisory Network, LLC 110.00%0.06%0.12%Q1 2020Q3 20212
Mason & Associates Inc 222.98%2.98%2.99%Q4 2021Q1 20222
PROFESSIONAL PLANNING 220.13%0.17%0.21%Q2 2021Q3 20212
Cynosure Group, LLC 220.12%0.12%0.12%Q4 2023Q1 20242
McAdams Wright Ragen, Inc. 220.03%0.04%0.04%Q2 2014Q3 20142
ICA Group Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
D. E. Shaw & Co., Inc. 220.00%0.00%0.00%Q4 2023Q1 20242
Atlas Brown,Inc. 220.17%0.18%0.18%Q2 2015Q3 20152
KLINGENSTEIN FIELDS & CO LP 220.01%0.01%0.01%Q4 2013Q1 20142
KWB Wealth 220.16%0.16%0.16%Q4 2022Q1 20232
AFT, FORSYTH & COMPANY, INC. 221.57%1.57%1.57%Q2 2013Q3 20132
Sage Investment Advisers LLC 221.01%1.06%1.11%Q4 2021Q1 20222
Prospera Financial Services Inc 110.00%0.00%0.01%Q3 2020Q1 20222
QCM Cayman, Ltd. 110.53%0.96%1.39%Q3 2020Q2 20212
Diversify Advisory Services, LLC 220.07%0.07%0.07%Q1 2024Q2 20242
Endowment Wealth Management, Inc. 220.21%0.22%0.23%Q4 2021Q1 20222
GUARDIAN WEALTH ADVISORS, LLC / NC 220.00%0.00%0.01%Q2 2022Q3 20222
FEDERAL RESERVE BANK OF NEW YORK 220.38%0.38%0.39%Q4 2020Q1 20212
JUNCTURE WEALTH STRATEGIES, LLC 220.12%0.12%0.12%Q2 2018Q3 20182
Newfleet Asset Management, LLC 221.46%1.47%1.48%Q1 2021Q2 20212
MACKENZIE FINANCIAL CORP 220.02%0.03%0.03%Q2 2020Q3 20202
Windsor Wealth Management, Inc. 220.04%0.04%0.04%Q2 2023Q3 20232
Schonfeld Strategic Advisors LLC 220.09%0.09%0.09%Q4 2023Q1 20242
Muzinich & Co., Inc. 110.27%0.40%0.53%Q4 2016Q4 20182
Almanack Investment Partners, LLC. 110.11%0.13%0.15%Q2 2021Q1 20232
Bright Futures Wealth Management, LLC. 220.16%0.16%0.17%Q1 2024Q2 20242
Latitude Advisors, LLC 110.04%0.11%0.18%Q1 2022Q3 20222
City Center Advisors, LLC 220.30%0.30%0.30%Q1 2024Q2 20242
Independent Portfolio Consultants, Inc. 220.34%0.36%0.37%Q1 2014Q2 20142
GRIES FINANCIAL LLC 220.06%0.06%0.06%Q1 2024Q2 20242
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2020Q1 20222
Crescent Capital Consulting, LLC 220.06%0.06%0.07%Q4 2020Q1 20212
VESTOR CAPITAL, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Modera Wealth Management, LLC 220.10%0.13%0.16%Q3 2014Q4 20142
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Fidelis Capital Partners, LLC 220.05%0.05%0.05%Q1 2024Q2 20242
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2024Q1 20241
Walleye Trading LLC 110.00%0.00%0.00%Q2 2017Q2 20171
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
HNP Capital LLC 110.19%0.19%0.19%Q1 2020Q1 20201
Ground Swell Capital, LLC 110.92%0.92%0.92%Q4 2022Q4 20221
Walkner Condon Financial Advisors LLC 110.22%0.22%0.22%Q4 2019Q4 20191
EFG Asset Management (Americas) Corp. 110.02%0.02%0.02%Q1 2015Q1 20151
Pensionmark Financial Group, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
SWS Partners 110.00%0.00%0.00%Q4 2017Q4 20171
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Tennessee Valley Asset Management Partners 110.00%0.00%0.00%Q4 2023Q4 20231
CX Institutional 110.00%0.00%0.00%Q2 2019Q2 20191
Truepoint, Inc. 110.04%0.04%0.04%Q3 2017Q3 20171
Bellwether Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
AMJ Financial Wealth Management 113.86%3.86%3.86%Q2 2024Q2 20241
HOWE & RUSLING INC 110.00%0.00%0.00%Q4 2023Q4 20231
Hardy Reed LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Delphi Private Advisors LLC 110.43%0.43%0.43%Q4 2017Q4 20171
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q4 2022Q4 20221
First Personal Financial Services 110.01%0.01%0.01%Q4 2015Q4 20151
LBA Wealth Management, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Jane Street Holding, LLC 110.16%0.16%0.16%Q3 2013Q3 20131
Pinnacle Bancorp, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
iA Global Asset Management Inc. 110.35%0.35%0.35%Q2 2024Q2 20241
Trexquant Investment LP 110.01%0.01%0.01%Q4 2021Q4 20211
FIRST FINANCIAL EQUITY CORPORATION 110.45%0.45%0.45%Q1 2017Q1 20171
Lake Hills Wealth Management, LLC 111.83%1.83%1.83%Q4 2021Q4 20211
Stearns Financial Services Group 110.00%0.00%0.00%Q4 2019Q4 20191
FIRETHORN WEALTH PARTNERS, LLC 110.24%0.24%0.24%Q4 2020Q4 20201
Global Financial Private Client, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
STATE OF WISCONSIN INVESTMENT BOARD 110.08%0.08%0.08%Q4 2023Q4 20231
ROTHSCHILD INVESTMENT LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Perennial Advisors, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Guidance Point Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
American Institute for Advanced Investment Management, LLP 110.20%0.20%0.20%Q4 2019Q4 20191
First Command Financial Services, Inc. 110.01%0.01%0.01%Q2 2017Q2 20171
LM Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Accurate Wealth Management, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
49 WEALTH MANAGEMENT, LLC 111.12%1.12%1.12%Q2 2024Q2 20241
QUATTRO FINANCIAL ADVISORS LLC 110.21%0.21%0.21%Q1 2017Q1 20171
MCDONALD PARTNERS LLC 113.99%3.99%3.99%Q4 2021Q4 20211
FULLCIRCLE WEALTH LLC 110.42%0.42%0.42%Q2 2024Q2 20241
Financial Gravity Companies, Inc. 111.89%1.89%1.89%Q4 2018Q4 20181
Corbenic Partners LLC 110.00%0.00%0.00%Q4 2014Q4 20141
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
CONNING INC. 110.13%0.13%0.13%Q1 2019Q1 20191
Vertex Planning Partners, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Coston, McIsaac & Partners 110.01%0.01%0.01%Q4 2022Q4 20221
Sumitomo Mitsui Trust Holdings, Inc. 110.01%0.01%0.01%Q2 2024Q2 20241
IMA Advisory Services, Inc. 110.01%0.01%0.01%Q2 2018Q2 20181
PineBridge Investments, L.P. 110.01%0.01%0.01%Q3 2021Q3 20211
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HOHIMER WEALTH MANAGEMENT, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
Renasant Bank 110.26%0.26%0.26%Q4 2020Q4 20201
Pathway Financial Advisors LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Towerpoint Wealth, LLC 110.07%0.07%0.07%Q3 2019Q3 20191
ATWOOD & PALMER INC 110.00%0.00%0.00%Q4 2016Q4 20161
BKM Wealth Management, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Zions Bancorporation 110.00%0.00%0.00%Q1 2016Q1 20161
Birchcreek Wealth Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20141
Clearshares LLC 110.97%0.97%0.97%Q3 2020Q3 20201
Blue Sky Asset Management, LLC 110.26%0.26%0.26%Q2 2020Q2 20201
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Integrated Wealth Management 110.01%0.01%0.01%Q2 2015Q2 20151
Brookstone Capital Management 110.01%0.01%0.01%Q2 2015Q2 20151
SteelPeak Wealth, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Choate Investment Advisors 110.02%0.02%0.02%Q1 2024Q1 20241
GENWORTH FINANCIAL INC 110.14%0.14%0.14%Q2 2013Q2 20131
Camelot Portfolios, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
VERUS CAPITAL PARTNERS, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Advisors Preferred, LLC 110.14%0.14%0.14%Q2 2015Q2 20151
Financial Perspectives, Inc 110.00%0.00%0.00%Q2 2021Q2 20211
TORONTO DOMINION BANK 110.00%0.00%0.00%Q2 2022Q2 20221
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q2 2020Q2 20201
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q3 2020Q3 20201
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2024Q2 20241
Winch Advisory Services, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Calamos Wealth Management LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Aperture Investors, LLC 111.67%1.67%1.67%Q1 2024Q1 20241
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Tempus Wealth Planning, LLC 110.21%0.21%0.21%Q3 2022Q3 20221
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q4 2023Q4 20231
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Trust Co 110.03%0.03%0.03%Q4 2017Q4 20171
Larson Financial Group LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Carnick & Kubik, LLC 110.03%0.03%0.03%Q3 2015Q3 20151
Canton Hathaway, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Live Your Vision, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
TD Capital Management LLC 110.05%0.05%0.05%Q4 2014Q4 20141
Bulltick Wealth Management, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
PRECEDENT WEALTH PARTNERS, LLC 110.75%0.75%0.75%Q4 2023Q4 20231
BLACKROCK ADVISORS LLC 110.00%0.00%0.00%Q4 2016Q4 20161
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
EXANE DERIVATIVES 110.08%0.08%0.08%Q3 2018Q3 20181
RUSHMORE INVESTMENT ADVISORS, INC. 110.11%0.11%0.11%Q2 2013Q2 20131
Camarda Financial Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
McElhenny Sheffield Capital Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Minot Wealth Management LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Osbon Capital Management LLC 115.46%5.46%5.46%Q2 2019Q2 20191
Northwest Financial Advisors 110.00%0.00%0.00%Q2 2024Q2 20241
Strategic Financial Concepts, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Vontobel Swiss Wealth Advisors AG 110.77%0.77%0.77%Q2 2019Q2 20191
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Allegis Investment Advisors, LLC 110.26%0.26%0.26%Q4 2015Q4 20151
Moors & Cabot, Inc. 110.07%0.07%0.07%Q4 2018Q4 20181
BOSTON PRIVATE BANK & TRUST CO 110.00%0.00%0.00%Q4 2014Q4 20141
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q4 2022Q4 20221
BROWN ADVISORY INC 110.00%0.00%0.00%Q1 2024Q1 20241
ARK & TLK INVESTMENTS, LLC 110.15%0.15%0.15%Q4 2023Q4 20231
Curi Wealth Management, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
HALL LAURIE J TRUSTEE 110.01%0.01%0.01%Q4 2019Q4 20191
BARTLETT & CO. WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Price Capital Management, Inc. 110.18%0.18%0.18%Q3 2018Q3 20181
Klingman & Associates, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Retireful, LLC 110.82%0.82%0.82%Q2 2023Q2 20231
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.09%0.09%0.09%Q1 2022Q1 20221
D. SCOTT NEAL, INC. 110.00%0.00%0.00%Q1 2018Q1 20181
Itau Unibanco Holding S.A. 110.13%0.13%0.13%Q4 2019Q4 20191
1832 Asset Management L.P. 110.01%0.01%0.01%Q2 2024Q2 20241
DCM Advisors, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Psagot Value Holdings Ltd. 110.69%0.69%0.69%Q3 2021Q3 20211
Triad Wealth Partners, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Community Financial Services Group, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
IPG Investment Advisors LLC 110.14%0.14%0.14%Q2 2021Q2 20211
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
FINANCIAL CONSULATE, INC 110.94%0.94%0.94%Q4 2022Q4 20221
Redwood Investment Management, LLC 110.39%0.39%0.39%Q2 2024Q2 20241
SHELTON CAPITAL MANAGEMENT 110.05%0.05%0.05%Q3 2020Q3 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Paulson Wealth Management Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
New Century Advisors, LLC 113.80%3.80%3.80%Q1 2022Q1 20221
DESTINY CAPITAL SECURITIES CORPORATION 112.47%2.47%2.47%Q3 2023Q3 20231
Ruggie Capital Group 110.01%0.01%0.01%Q2 2017Q2 20171
HARTLINE INVESTMENT CORP/ 110.18%0.18%0.18%Q3 2022Q3 20221
F3Logic, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Pinkerton Retirement Specialists, LLC 110.12%0.12%0.12%Q3 2015Q3 20151
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Sepio Capital, LP 110.25%0.25%0.25%Q4 2021Q4 20211
Whitnell & Co. 110.02%0.02%0.02%Q2 2013Q2 20131
BOSTON FINANCIAL MANGEMENT LLC 110.20%0.20%0.20%Q2 2016Q2 20161
Summit Financial, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
SG Select LLC 115.45%5.45%5.45%Q1 2014Q1 20141
FIDUCIARY TRUST CO 110.01%0.01%0.01%Q4 2023Q4 20231
CARRET ASSET MANAGEMENT, LLC 110.14%0.14%0.14%Q1 2013Q1 20131
CNO Financial Group, Inc. 114.02%4.02%4.02%Q3 2017Q3 20171
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
FFT WEALTH MANAGEMENT LLC 110.33%0.33%0.33%Q4 2015Q4 20151
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
BURKE & HERBERT BANK & TRUST CO 110.23%0.23%0.23%Q2 2024Q2 20241
Ellevest, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q3 2015Q3 20151
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
DEARBORN PARTNERS LLC 110.04%0.04%0.04%Q4 2013Q4 20131
MYCIO WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
FreeGulliver LLC 110.24%0.24%0.24%Q2 2024Q2 20241
Cape Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2024Q1 20241
SYMMETRY PEAK MANAGEMENT LLC 110.35%0.35%0.35%Q2 2017Q2 20171
US FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
HAP Trading, LLC 110.04%0.04%0.04%Q1 2015Q1 20151
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
Significant Wealth Partners LLC 110.24%0.24%0.24%Q1 2024Q1 20241
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD 1124.30%24.30%24.30%Q4 2012Q4 20121
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
First Command Bank 110.02%0.02%0.02%Q2 2017Q2 20171
RP Investment Advisors LP 117.66%7.66%7.66%Q4 2022Q4 20221
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
STUDIO INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Integrity Advisory, LLC 110.34%0.34%0.34%Q1 2022Q1 20221
WEALTHGARDEN F.S. LLC 110.71%0.71%0.71%Q2 2024Q2 20241
Caitlin John, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Vigilare Wealth Management 110.85%0.85%0.85%Q4 2019Q4 20191
First Capital Advisors Group, LLC. 110.06%0.06%0.06%Q1 2018Q1 20181
Clifford Group, LLC 110.68%0.68%0.68%Q4 2022Q4 20221
Legacy Advisors, LLC 110.11%0.11%0.11%Q4 2017Q4 20171
Lion Street Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Provident Co of the Employees of the Hebrew University LTD 110.52%0.52%0.52%Q1 2024Q1 20241
Richwood Investment Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Crewe Advisors LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Sunbelt Securities, Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Aveo Capital Partners, LLC 110.13%0.13%0.13%Q4 2016Q4 20161
RE Dickinson Investment Advisors, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
AVALON CAPITAL MANAGEMENT 110.86%0.86%0.86%Q3 2014Q3 20141
Halpern Financial, Inc. 110.12%0.12%0.12%Q1 2022Q1 20221
TFG Advisers LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Hilton Capital Management, LLC 110.27%0.27%0.27%Q2 2024Q2 20241
NEXT Financial Holdings 110.20%0.20%0.20%Q1 2019Q1 20191
Tradewinds, LLC. 112.60%2.60%2.60%Q4 2022Q4 20221
Astoria Portfolio Advisors LLC. 112.10%2.10%2.10%Q3 2022Q3 20221
1620 INVESTMENT ADVISORS, INC. 110.01%0.01%0.01%Q2 2024Q2 20241
AMERICAFIRST CAPITAL MANAGEMENT, LLC 112.39%2.39%2.39%Q3 2014Q3 20141
External links

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